meta_pixel
Tapesearch Logo
Log in
The Caregiver's Journey

How To Create a Care Plan: Five Essential Tips / Alzheimer’s and Other Dementias

The Caregiver's Journey

Sue Ryan and Nancy Treaster

How To, Health & Fitness, Self-improvement, Society & Culture, Personal Journals, Mental Health, Business, Education, Non-profit

51.9K Ratings

🗓️ 22 April 2025

⏱️ 27 minutes

🧾️ Download transcript

Summary

Are you prepared for others to take care of your loved one? Do you have a care plan in place? Having a comprehensive care plan is one of the most important tools a caregiver can create — not just for emergencies, but for everyday peace of mind.

We are Sue Ryan and Nancy Treaster. As caregivers for our loved ones with Alzheimer’s and other types of dementia, we’ve learned the importance of creating a care plan for our loved one. We spoke with Amanda Lukoff, co-founder and CEO of Eleplan, about what a care plan is and how to create one that works for your unique situation.

Amanda's journey to creating Eleplan was deeply personal. Her brother Liam, who has autism, is her "North Star" and the inspiration behind her career path, including going to law school for special education law. Through observing her parents' caregiving journey with Liam, Amanda recognized the need to capture all the knowledge that lived in her parents' heads so that others could provide care that truly honored who Liam is as a person.

Connect with us and share your tips:



Additional Resources Mentioned


Full Show Notes

https://thecaregiversjourney.com/33-how-to-create-a-care-plan-five-essential-tips-alzheimers-and-other-dementias

Takeaways

Tip 1: Start with the Basics

The first step in creating a care plan is to document the essential information that would allow someone to provide short-term care (even for just 30 minutes) while you step out.

This includes:

  • Emergency contacts
  • Medications and dosages
  • High-level meal preferences
  • Allergies
  • Relevant medical conditions


Tip 2: Outline Preferences and Daily Routines

Beyond the basics, a good care plan should capture what makes your loved one unique—their preferences, personality traits, and daily routines.


Your care plan should include:

  • Likes and dislikes
  • Daily schedule and routines
  • Bedtime and morning rituals
  • Behavioral patterns
  • Emotional triggers (both positive and negative)


Tip 3: Document What to Do in an Emergency

Crisis situations demand clear instructions. Your care plan should outline:

  • What constitutes an emergency for your loved one
  • When to call 911 vs. other resources
  • Who to contact and in what order
  • Special instructions for EMTs or ER staff
  • Location of important medical documents


Tip 4: Collect Key Contacts and Documents

Gathering important documents in one accessible location is critical for seamless care. This includes:

  • Insurance cards
  • Healthcare directives
  • Power of Attorney documents
  • Guardianship forms
  • Medical history and medication lists


Tip 5: Keep Everything Accessible and Current

A care plan is only effective if it's up-to-date and easily accessible. Amanda frames this with an important question:

"Do I have a system that is as dynamic as the needs of my loved one and the ever-changing piles of documents and information?"

Whether you're using a physical binder, shared digital documents, or a specialized platform like Eleplan, the key is having a system that makes updates easy and ensures the information is available whenever and wherever it's needed.


Read More in This Blog

Transcript

Click on a timestamp to play from that location

0:00.0

This is the Whole Care Network,

0:02.5

helping you tell your story one podcast at a time.

0:16.3

Content presented in the following podcast is for information purposes only.

0:22.7

Views and opinions expressed in this podcast are solely those of the host and guests

0:28.1

and may not represent the views and opinions of the Whole Care Network.

0:33.2

Always consult with your physician for any medical advice.

0:36.8

And always consult with your attorney for any legal advice. And always consult with your attorney for any legal advice.

0:40.5

And thank you for listening to the Whole Care Network.

0:53.0

Are you prepared for others to take care of your loved one? Do you have a care plan?

0:58.2

In this episode, Sue and I are talking with Amanda Lukoff, co-founder and CEO of Ella Plan, about what is a care plan and how to create one.

1:08.2

We're sharing five tips.

1:16.2

Welcome. We're Sue Ryan and Nancy Treister. This podcast brings our years of experience in a variety of family caregiving roles to prepare you to

1:21.2

navigate your caregiving journey. We're sharing our personal experiences, not medical advice,

1:26.8

and because it's our passion to support you

1:29.3

on your journey, we believe no topic is off limits. Let's get started. Amanda, welcome. We are so

1:40.0

glad you're here and sharing with us what you've created as far as the care plan. And I have learned

1:46.4

in my caregiving journeys the importance of having one. So thank you very much. And what we learned

1:50.9

about your journey here is that it was really influenced by your brother Liam's autism and

1:57.9

your background is actually as an attorney. Would you share a little bit more about your

2:01.8

story and how it brought you here to what you're doing and the importance of a care plan?

2:06.5

Yes, absolutely. Thank you for having me Sue and Nancy thrilled to be here. So my brother,

2:10.7

Liam, is 27. He has autism. He is my North Star and he is the reason for just about everything

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from Sue Ryan and Nancy Treaster, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Sue Ryan and Nancy Treaster and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2025.