Caregiver's First Steps Checklist

You're new to this. Here are the most important things to do first — in the order that makes sense.

Don't try to do everything at once. Check off what you can this week. The rest will come.

Your first steps progress

0 of 26 complete

Understand the diagnosis

Written down the diagnosis and what it meansAsked the doctor: What do we do first?Requested copies of all medical recordsIdentified the primary doctor and any specialists neededResearched the condition from a reputable sourceFound a condition-specific organization or support group

Build your care team

Identified who will be the primary caregiverMade a list of family and friends who can helpAssigned at least one task to someone elseIdentified a backup caregiver for emergenciesConnected with a social worker or care coordinator if available

Get organized

Created a medication list with dosages and timesFilled out an Emergency Contact SheetGathered insurance cards and policy informationLocated important documents (will, POA, advance directive)Set up a folder or binder for medical paperwork

Handle practical matters

Notified employer about caregiving responsibilitiesResearched leave options (FMLA, paid family leave)Reviewed finances and identified caregiving costsLooked into government assistance programsArranged transportation to medical appointments

Take care of yourself

Told at least one person how you are really doingScheduled your own doctor appointmentIdentified one thing you can do each day just for yourselfFound a caregiver support group or resourceGiven yourself permission to not have all the answers yet

A warm community for caregivers — offering support, resources, and connection for those who give so much of themselves.

Explore

Home Resources & Support Community About Us Contact

Support

Find Resources Join the Community Reach Out

Medical Disclaimer: The content on Our Caring Nest is provided for informational and support purposes only. It is not medical advice, does not create a patient–provider relationship, and should never be used as a substitute for professional medical diagnosis, treatment, or guidance. Always consult a qualified healthcare provider with any questions you have regarding a medical condition or treatment plan.

Privacy Terms