Care Team Contacts Inventory

What this sheet is for

When you are coordinating care for an elderly parent or a patient at home, the list of involved people grows quickly: a doctor, a specialist, a home health nurse, a physical therapist, a social worker, a pharmacy contact, and perhaps a neighbor who checks in. This sheet keeps every name, number, and availability note in one place so any family member or relief caregiver can find the right person fast.

How to use it

Write the date you last verified the details in the Last updated field — contacts change more often than expected. In Name & Role, be specific: write 'Dr A. Mensah — cardiologist' rather than just a name. Use Phone / Fax to record direct lines and fax numbers for referral forms. In Availability, note days and hours, or a note such as 'after-hours via service'. Assign a Status code from the legend: AC for anyone actively involved, SB for someone on standby, RE for a referral not yet followed up, and IN for contacts no longer part of the care. Count the AC entries for the Total active contacts tally at the foot.

What is printed on the page

“Care Team Contacts Inventory” is laid out as blank grid with legend: a four-item status legend box at the top, 24 blank numbered rows against four labelled columns, and a summary field at the foot. Under the title it reads “Names, roles, numbers, and availability for everyone involved in the care.”, and the line at the foot of the page says “Keep a printed copy in the care folder and a second copy on the fridge where any emergency responder can find it.”.

The column headings slot holds four entries — “Name & Role”, “Phone / Fax”, “Availability” and “Status” — so the sheet is already filled in for caregiving rather than left as blank rows to label yourself.

The legend items slot holds four entries — “AC — actively involved in care”, “SB — standby / call if needed”, “RE — referred, not yet contacted” and “IN — no longer involved” — so the sheet is already filled in for caregiving rather than left as blank rows to label yourself.

The remaining labels on “Care Team Contacts Inventory”, the caregiving sheet, are “Last updated” for the date label, “Status codes” for the legend heading and “Total active contacts” for the summary prompt.

Two things about this particular blank grid with legend are settings rather than text, and “Care Team Contacts Inventory” has them set like this. Legend box is on: include the legend box at the top. Summary row is on: include the summary field at the foot.

Tips

Confirm each contact's details at every care-plan review; doctor practices and community nurses change rosters frequently.

Record the fax number alongside the phone number — many specialists still require faxed referrals and reports.

Note one backup contact per critical role so cover is clear if the primary person is unreachable during a crisis.

The other layouts in this set

“Care Team Contacts Inventory” is one of three sheets in this set, each a different fixed layout filled for the same topic. “Home Care Supplies Inventory” uses the item table layout and “Care Equipment Inventory” uses the grouped sections layout. Pick by how you work: the layout decides how much you write and where, not what the sheet is about.