Aging Parent Care Planner Spreadsheet, Medication, Appointment & Expense Tracker, Google Sheets + Excel

Organize medications, appointments, health readings, care tasks, expenses and essential records in one coordinated caregiver spreadsheet.
Includes 12 editable sheets for Microsoft Excel and Google Sheets.

When medications, appointments, health readings, expenses, documents and caregiving responsibilities are scattered across notebooks, messages and family members, important details can easily get missed.

The Aging Parent Care Planner Spreadsheet gives family caregivers one organized place to manage essential care information.

Designed for use with Microsoft Excel and Google Sheets, this editable digital workbook helps you track day-to-day caregiving responsibilities while keeping important records easier to find.

What’s included
You will receive one coordinated caregiver workbook containing 12 organized spreadsheet tabs:

• START HERE : Setup instructions and workbook navigation
• Dashboard : At-a-glance priorities, alerts and financial totals
• Profile : Personal, medical, insurance and care-team information
• Medications : Medication schedule, dosage, prescriber, pharmacy and refill tracking
• Appointments : Medical visits, transportation, preparation and follow-up
• Vitals : Blood pressure, pulse, glucose, weight, temperature and oxygen readings
• Symptoms : Symptoms, severity, possible triggers, actions and outcomes
  
• Care Tasks : Responsibilities, assigned caregivers, priorities and due dates
  
• Expenses : Out-of-pocket costs, receipts and reimbursement tracking
  
• Contacts : Family members, clinicians, pharmacies and care services
  
• Documents : Important records, storage locations and renewal dates
  
• Lists : Customizable dropdown options used throughout the workbook

Dashboard features:
The dashboard automatically summarizes key care information, including:
Active medications
Refills due within seven days
Appointments within 30 days
Overdue caregiving tasks
Total care expenses
Outstanding reimbursement balance
Documents expiring within 30 days
Next upcoming appointment
Caregiver quick notes
Medication tracker
Keep medication information together, including:
Medication name and purpose
Dose and frequency
Scheduled time
Start date
Prescriber
Pharmacy
Remaining supply
Refill date
Medication status
Additional notes
Appointment and care-task organization
Plan upcoming visits and responsibilities by recording:
Appointment date and time
Provider or service
Specialty and location
Reason for the visit
Transportation arrangements
Questions and preparation
Follow-up requirements
Assigned caregiver
Task priority and due date
Completion status
Health tracking
Record important health observations using separate trackers for:
Blood-pressure readings
Pulse
Blood glucose
Weight
Temperature
Oxygen levels
Symptoms and severity
Possible triggers
Actions taken
Medication given
Outcome
Clinician contact
Care expense tracking
Organize caregiving expenses and reimbursements with fields for:
Date and vendor
Expense description
Expense category
Person who paid
Amount
Receipt status
Reimbursement status
Amount reimbursed
Remaining balance
Notes

How it works
Purchase the listing.
Download the spreadsheet file.
Open it in Microsoft Excel, or upload it to Google Drive and select Open with Google Sheets.
Replace the sample information with your own care details.
Customize the dropdown options in the Lists tab.
What you will receive
1 Microsoft Excel workbook: .xlsx
1 PDF quick-start guide: recommended
Immediate digital access after payment is processed

Important information:
This is a digital spreadsheet template.
No physical product will be mailed.
Microsoft Excel software is not included.
A free Google account is required to use the workbook in Google Sheets.
Colours and formatting may display slightly differently between Excel and Google Sheets.
Sample information shown in listing images is fictional and is included only to demonstrate how the workbook may be used.
Buyers should make a personal copy before entering private information.
Digital items cannot use this listing variations.
Medical and privacy disclaimer
This workbook is an organizational tool only. It does not provide medical advice, diagnoses, medication instructions, emergency services, financial advice or professional caregiving guidance.
Always consult an appropriate healthcare professional regarding medical decisions. Contact local emergency services for urgent concerns.
Care information can be sensitive. Buyers are responsible for protecting their files, limiting access and following applicable privacy requirements.

Copyright and licence:
© TJxTravels Media Inc. TJxTravels Médias Inc.
This purchase includes a licence for personal use by the buyer and their immediate caregiving team.
You may not:
Resell, redistribute or share the original workbook
Upload the template to another marketplace
Claim the design as your own
Modify the workbook for resale
Include it in another commercial product or bundle