When a loved one becomes ill or is no longer able to manage their own care due to age or disability, a caregiver is designated to step in and take over. Often time the caregiver is an adult child, family member, or close relative that must make sure that everything from insurance, medicine, medical care, and medical appointments are being taken care of.
The process can be very daunting and most don’t know where to begin. These basic steps can assist with guiding a caregiver through the necessary steps of becoming a medical advocate.
- Talk to the loved one about the role you will be taking in regards to their health care and what expectations are required from your participation.
- Obtain official permission to act as caregiver and medical advocate. HIPAA and other laws regulate privacy, making doctors unable to speak to caregivers about medical situations without a signed HIPAA consent statement.
- Obtain medical power of attorney to give you the right to make health care decisions when your loved one is unable to.
- Create a care directive with your loved one. A written care directive is a statement which communicates and maps out the future medical care and treatment of the loved one when they are no longer able to communicate these wishes.
- Organize official documents into files that include insurance information, medication, treatments, medical diagnosis, legal information, etc.
- Education yourself on your loved one’s condition, treatments, and options. The more you know, the better you are at making confident decisions.
- Establish a relationship with the doctor and other medical caregivers to develop mutual respect and establish shared goals.
- Take notes and ask for copies of test results, labs, etc. during doctor visits as it can become difficult to remember everything you are told especially if seeing many different doctors and specialists.









