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Elder parent care

Novotny Family Care File · Elder parent care · Eau Claire, WI

Sabine Novotny keeps the family caring for her aging father organized and keeps every license, inspection and review that proves her father's care is safe in one file, so nothing lapses when an inspector or the insurer asks.

Personal and familyComplianceDimensions4 tables · 5 views · 1 form · 1 dimension set · 2 drill-downs · 1 digest · 1 notification · 1 agent
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Record board

Care checks
Requested2
Caregiver background check for the weekend aideBackground checkLakemont Home Care Agency
Annual hearing and vision screeningFall-risk assessmentAnselm Rothenbury-Dube, MD
Under review2
Emergency contact and medication list updateCare-plan reviewLakemont Home Care Agency
Hospital bed mattress inspectionEquipment serviceTamarack Medical Supply
Current15
Lakemont agency licenseCaregiver license checkLakemont Home Care Agency
Lakemont agency liability insuranceInsurance paperworkLakemont Home Care Agency
Lakemont caregiver background checksBackground checkLakemont Home Care Agency
Rhiannon background checkBackground checkRhiannon Oyelowo-Teague
Spring medication review at the pharmacyMedication reviewNorthwoods Family Pharmacy
10 more
Due soon5
Rhiannon first-aid and CPR cardCaregiver license checkRhiannon Oyelowo-Teague
Pill organizer and blister-pack auditMedication reviewNorthwoods Family Pharmacy
Lift chair annual serviceEquipment serviceTamarack Medical Supply
Smoke and carbon monoxide detector testHome safety inspectionBirchline Fire and Safety
Long-term care policy renewalInsurance paperworkQuarrington Elder Law
Expired6
Rhiannon nursing assistant certificationCaregiver license checkRhiannon Oyelowo-Teague
Winter medication review at the pharmacyMedication reviewNorthwoods Family Pharmacy
Oxygen concentrator serviceEquipment serviceTamarack Medical Supply
Gait and balance follow-upFall-risk assessmentAnselm Rothenbury-Dube, MD
Care-plan review with the agency nurseCare-plan reviewLakemont Home Care Agency
1 more

Tables

Care checks

30 sample rows · 8 columns

Every license, background check, inspection, review and policy an inspector or the agency could ask to see, with when it runs out.

CheckRecord typeFromStatusIssuedRuns outChecked by
Gait and balance follow-upFall-risk assessmentAnselm Rothenbury-Dube, MDExpiredAug 11, 2025Aug 11, 2026Sabine Novotny
Winter medication review at the pharmacyMedication reviewNorthwoods Family PharmacyExpiredFeb 17, 2026Aug 18, 2026Ludmila Novotny-Garrido
Rhiannon nursing assistant certificationCaregiver license checkRhiannon Oyelowo-TeagueExpiredAug 21, 2025Aug 21, 2026Sabine Novotny
Oxygen concentrator serviceEquipment serviceTamarack Medical SupplyExpiredAug 31, 2025Aug 31, 2026Tobias Novotny-Reyes
Electrical and cord safety walkthroughHome safety inspectionBirchline Fire and SafetyExpiredSep 20, 2025Sep 20, 2026Tobias Novotny-Reyes
Care-plan review with the agency nurseCare-plan reviewLakemont Home Care AgencyExpiredMar 24, 2026Sep 22, 2026Sabine Novotny
Smoke and carbon monoxide detector testHome safety inspectionBirchline Fire and SafetyDue soonOct 10, 2025Oct 10, 2026Tobias Novotny-Reyes
Rhiannon first-aid and CPR cardCaregiver license checkRhiannon Oyelowo-TeagueDue soonOct 15, 2025Oct 15, 2026Tobias Novotny-Reyes
Pill organizer and blister-pack auditMedication reviewNorthwoods Family PharmacyDue soonApr 18, 2026Oct 17, 2026Tobias Novotny-Reyes
Lift chair annual serviceEquipment serviceTamarack Medical SupplyDue soonOct 30, 2025Oct 30, 2026Tobias Novotny-Reyes
Long-term care policy renewalInsurance paperworkQuarrington Elder LawDue soonOct 30, 2025Oct 30, 2026Ludmila Novotny-Garrido
Lakemont agency liability insuranceInsurance paperworkLakemont Home Care AgencyCurrentDec 9, 2025Dec 9, 2026Ludmila Novotny-Garrido

18 more rows

Providers

8 sample rows · 9 columns

The agencies, caregivers, pharmacies and vendors who touch the parent's care.

ProviderKindLicense or registration no.PhoneEmailStill usedRecords
Anselm Rothenbury-Dube, MDPhysician officeMDL-62034(715) 555-0114office5@lakemonthomecare-wi.comActiveGeriatric fall-risk assessment, Gait and balance follow-up, Care-plan review with the physician, Annual hearing and vision screening
Birchline Fire and SafetyHome safety firmFSL-27761(715) 555-0115office6@northwoodsfamilyrx.netActiveSmoke and carbon monoxide detector test, Fire extinguisher inspection, Electrical and cord safety walkthrough
Evergreen Home ModificationsHome safety firmCNT-90316(715) 555-0116office7@tamarackmedsupply.comActiveGrab bar and handrail inspection, Entry ramp inspection, Bathroom accessibility inspection
Lakemont Home Care AgencyHome care agencyHCA-30418(715) 555-0110office1@lakemonthomecare-wi.comActiveLakemont agency license, Lakemont agency liability insurance, Lakemont caregiver background checks, Care-plan review with the agency nurse, Emergency contact and medication list update, Caregiver background check for the weekend aide
Northwoods Family PharmacyPharmacyPHM-18890(715) 555-0112office3@tamarackmedsupply.comActiveWinter medication review at the pharmacy, Spring medication review at the pharmacy, Pill organizer and blister-pack audit
Quarrington Elder LawLegal and benefitsBAR-55872(715) 555-0117office8@quarringtonelderlaw.orgActivePower of attorney and directive review, Long-term care policy renewal, Medicare supplement paperwork
Rhiannon Oyelowo-TeagueIndependent caregiverCNA-71225(715) 555-0111office2@northwoodsfamilyrx.netActiveRhiannon nursing assistant certification, Rhiannon background check, Rhiannon first-aid and CPR card
Tamarack Medical SupplyEquipment vendorDME-45107(715) 555-0113office4@quarringtonelderlaw.orgActiveLift chair annual service, Oxygen concentrator service, Bed rail and hospital bed check, Walker and shower chair check, Hospital bed mattress inspection

Incident log

9 sample rows · 9 columns

Falls, missed visits, medication errors and near misses, written up the day they happen and closed when the fix is in.

IncidentKindHow seriousProvider involvedHappened onStatusClosed on
Missed morning visitMissed visitModerateLakemont Home Care AgencySep 29, 2026Open—
Lift chair stuck half-raisedEquipment faultModerateTamarack Medical SupplySep 21, 2026Open—
Wrong refill picked upMedication errorSeriousNorthwoods Family PharmacySep 5, 2026Followed up—
Fall in the bathroom at nightFallSeriousRhiannon Oyelowo-TeagueAug 18, 2026Followed up—
Nearly tripped on the porch stepNear missMinorEvergreen Home ModificationsJul 22, 2026ClosedJul 27, 2026
Oxygen tubing cracked at the jointEquipment faultModerateTamarack Medical SupplyJun 27, 2026ClosedJul 1, 2026
Evening pills given an hour lateMedication errorModerateLakemont Home Care AgencyMay 28, 2026ClosedJun 1, 2026
Missed visit on a snow dayMissed visitMinorLakemont Home Care AgencyApr 18, 2026ClosedApr 20, 2026
Slipped on the kitchen matFallMinorLakemont Home Care AgencyMar 19, 2026ClosedMar 24, 2026

Forms and booking

Add a record

Form
Add a recordUsed when a new license, inspection or review arrives, so the file stays complete.
What is this record, in a few words? *
What kind of record is it? *Caregiver license checkBackground checkHome safety inspectionMedication reviewEquipment serviceFall-risk assessmentCare-plan reviewInsurance paperwork
Who issued or did it?
What day was it issued?
What day does it run out?
What will it cost to renew?
Add to the file

Also included

  • Records by expiry month and typeDrill-down
  • Records by provider and typeDrill-down
  • Records running outDigest
  • Thirty days to renewNotificationTells Sabine a month before a record runs out so it can be renewed before anyone asks.

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