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Checklist for Reviewing a Senior Care Plan

A care plan that hasn’t been reviewed in six months is rarely still accurate.

Caregiving needs change. Conditions evolve. Caregivers shift roles. Medications get adjusted. The home situation morphs. The plan that fit your parent in February probably doesn’t fit them in August. And yet most families — even those who built thoughtful initial care plans — let the document drift. The review that should happen quarterly happens annually, or only after a crisis, or never. The plan stops reflecting reality, and the family ends up making decisions in real time without the framework the plan was supposed to provide.

This post is the practical review checklist. What to revisit, how often, and how to make the review a sustainable habit rather than a quarterly burden.

For the foundational plan-building post, see How to Build a Care Plan for Aging Parents.

When to review.

Three cadences worth observing:

Quarterly: minimum cadence. Every three months, a structured review of what’s working and what isn’t. A 30–45 minute family video call is usually enough.

Trigger-based: any of these:

  • Hospitalization or major medical event
  • New diagnosis or significant condition change
  • Medication change beyond minor adjustments
  • Caregiver change (new aide, new family arrangement, agency change)
  • Living situation change
  • Significant cognitive change
  • Significant financial change (income, expense, insurance)
  • Family change (marriage, divorce, death affecting the family)
  • Anything that makes you say “the plan we have doesn’t fit anymore”

Annual: deep review. Once a year, a comprehensive review of the entire care plan. Touch every section. Update every piece.

The review checklist.

What to walk through during a structured review:

Section 1 — Health and medical

  • Are the conditions list still accurate? Any new diagnoses to add? Any conditions that have resolved or are being managed differently?
  • Is the medication list current? Every name, dose, frequency, prescriber. Discontinued medications removed.
  • Is the provider list current? All current PCP and specialists; remove any no longer being seen.
  • Are recent medical events captured? Hospitalizations, procedures, ER visits, falls, infections.
  • Are advance care documents current? HCPOA, Living Will, HIPAA — all signed, current, and in known locations.

Section 2 — Daily life and ADLs

  • Has the parent’s functional level changed? Bathing, dressing, transferring, toileting, eating, mobility — same level or different?
  • Has the IADL profile changed? Medication management, finances, transportation, meals, housework, communication.
  • Has the daily routine been updated to reflect current capacity and needs?
  • Is the handoff document current for caregivers?

Section 3 — Living situation

  • Is the current housing still appropriate?
  • Have home modifications kept up with needs?
  • Are emergency systems in place and functional? Medical alert, smoke detectors, smart locks, etc.
  • Is the support layer still working — paid help, family rotation, day programs, community resources?

Section 4 — Social and emotional

  • How is the parent’s mood? Any signs of depression, anxiety, withdrawal?
  • Is social connection being maintained? Family contact, friends, community engagement.
  • Are activities and engagement appropriate for current cognitive and physical level?
  • Is caregiver burnout being managed? Honest answer.

Section 5 — Legal and financial

  • Are estate documents current? Will, trust, POAs, advance directives, HIPAA release.
  • Are beneficiary designations current on all accounts?
  • Has any major financial change affected the picture?
  • Is the financial sustainability of the current plan still intact?
  • Has anything triggered a need for elder law attorney consultation?

Section 6 — Family roles and coordination

  • Is the role division still working? Who’s overburdened? Who’s underutilized?
  • Are communication patterns serving the family?
  • Are there sibling tensions or family conflicts that need to be addressed?
  • Is the primary caregiver okay? Not just functionally — actually okay.

Section 7 — Future planning

  • What’s likely to change in the next 6–12 months?
  • What’s the family’s plan for likely transitions? Increased care needs, possible hospitalizations, possible move to higher level of care.
  • What support do we need to add proactively?

Questions to ask during the review.

Beyond the checklist, the questions that produce useful answers:

  • What’s been working? Worth naming wins; they’re the patterns to keep.
  • What’s not working? Specifically. Not “things are hard” but “this specific thing isn’t working.”
  • What surprises us? Patterns that have emerged that the plan didn’t anticipate.
  • What’s next? What’s coming that we need to plan for?
  • What would we do differently if we were starting the plan from scratch today?

Who should be in the review.

Always:

  • The primary local caregiver
  • Engaged adult children (siblings)
  • Spouse if present and engaged

Often:

  • The parent themselves, to whatever extent capacity allows
  • The geriatric care manager if engaged

As needed:

  • Specific family members for specific reviews (e.g., the financial-management sibling for the financial section)
  • Outside professionals — elder law attorney, social worker, primary care physician — for specific topics

The review doesn’t need to be a long meeting. A focused 30–45 minutes, with a clear agenda, produces good outcomes. Long meetings produce diminishing returns and often don’t actually conclude.

After the review.

The review’s value is in what changes afterward:

Document the changes. Update the care plan document with what’s been decided.

Communicate the updates to everyone who needs to know — family members, paid caregivers, providers if relevant.

Schedule action items. What needs to be done in the next 30 days? Specific assignments to specific people with specific deadlines.

Update the documents. If estate documents need refreshing, schedule the attorney visit. If beneficiary designations need updating, do it. If the home needs new modifications, get them on the calendar.

Schedule the next review. Quarterly cadence stays on the calendar.

When the review surfaces hard truths.

Sometimes the review reveals things the family has been avoiding. The primary caregiver is burning out. The current setup isn’t sustainable. A bigger transition (memory care, hospice, end-of-life conversations) is needed. The review is the place to face these honestly.

Patterns:

  • Don’t pretend the situation is fine when the review shows it isn’t.
  • Take action items seriously. Decisions made in the review need to actually happen.
  • Get outside help when the family alone can’t address what’s surfacing.
  • Update the plan to reflect the new reality — even if the new reality is harder than the old one.

“A care plan that hasn’t been reviewed in six months is rarely still accurate. The plan stops reflecting reality, and the family ends up making decisions in real time without the framework the plan was supposed to provide.”

FROM THE REVIEWS THAT KEPT US ALIGNED:

Across years of caregiving, the families I watched who held together best were the ones who reviewed their care plans on a regular cadence.

In my own family, the pattern that worked was a quarterly check-in — sometimes formal, sometimes more like an ongoing conversation. My sister and I would talk through what was happening, what was changing, what either of us was concerned about, what we needed to adjust. When changes were needed, we’d loop in the wider family. When something felt off, we’d surface it before it became a crisis.

What I learned: the review isn’t always the meeting. Sometimes it’s a thirty-minute call. Sometimes it’s a long email summarizing what’s happened and what’s coming. Sometimes it’s a sit-down with the parent and a sibling, walking through the plan and adjusting. The form matters less than the regularity.

The other thing I learned: the families that reviewed plans regularly caught problems earlier. A pattern of falls that the local caregiver had noticed but hadn’t quite named. Caregiver burnout that was building under the surface. Financial pressure that was getting harder to manage. Surfacing these in a quarterly review let the family respond before they became crises. Surfacing them only after a crisis meant scrambling to catch up.

If I could send a single message back to families starting on this work, it would be: build the review cadence into the family’s rhythm before you think you need it. The investment is small. The payback is enormous and ongoing. The review keeps the plan alive, and the alive plan keeps the family aligned.

Honor is in the name of our company for a reason: ElderHonor. Honoring our parents includes maintaining the framework of care that keeps the family acting as a team. The plan that gets reviewed is the plan that works. The plan that gets filed and forgotten is just a document. The cadence is what makes it real.

Where to start today.

If your family has a care plan but hasn’t reviewed it recently:

  1. Schedule the review. A 45-minute video call within the next two weeks.
  2. Use the checklist above as the agenda.
  3. Document changes in the updated plan.
  4. Schedule the next review — quarterly cadence as standing calendar item.

If you don’t have a formal care plan to review:

  1. Build one first. See How to Build a Care Plan for Aging Parents.
  2. Then implement the quarterly review from the start.

If a recent event has triggered a review need:

  1. Conduct the review specific to the trigger — what changed, what needs adjustment.
  2. Update the plan accordingly.
  3. Use it as the trigger to start the regular cadence going forward.

You’ve got this.

The toolkit’s Roadmap and Documents modules walk through the care-plan review framework, the quarterly meeting agenda, and the action-tracking templates that keep the plan current as the parent’s needs evolve — built so the family stays aligned across the long arc.

See the toolkit →

Some additional articles that might help:

Back to the Caregiver Library. Read more on Building the plan.

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