Caregiver Daily Checklist: A Step-By-Step Guide To Using eForms For Caregiving

Last Updated: June 29, 2021

40% of caregivers say they experience high-burden situations when spending many hours providing care.

Also, 66% of people say that their major concern is the safety of health-related records, including caregiving tasks.

The solution?

A caregiver daily checklist, or better yet, an electronic caregiver checklist.

In this article, we will discuss all you should know about caregiver checklists: what they are, why they matter, what items to include and why you should create your electronic form checklists.

What is a Caregiver Daily Checklist?

A caregiver daily checklist, also called home health aide duties checklist, is a document that lists, tracks and reports all the services a caregiver should provide to a person who needs daily monitored care.

It contains a set of physical, psychological and emotional assistance tasks a caregiver should provide to a care recipient.

Professional, family or volunteer caregivers can use this tracking sheet in nursing homes, adult daycare centers, home health care and assisted living facilities.

A caregiver daily checklist is applicable to patients of all ages, thought is most commonly used for elderly patients.


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Why Use eForms To Build Your Caregiver Checklist?

Using caregiver duty checklists, caretakers make sure they remember and handle all vital tasks.

With the proliferation of smartphones and smart devices, most caregivers have switched from paper-based to electronic forms.

Highly customizable, flexible and secure, the electronic checklists help caregivers stay on track as well as personalize their services.

The benefits of using electronic caregiver checklists are:

  • Keeping track of all daily tasks: Depending on the level of care a patient requires, a caregiver may have a lot of tasks to complete, which can be hard to remember. Caregiver daily checklists specify which services to provide, when and how often in a way that is easy to follow.
  • Adjusting to care recipient’s specific needs or multiple care recipients: A caregiver daily checklist is fully customizable and can be adjusted to every patient’s specific needs. Care providers can easily create multiple electronic checklists for a single or multiple care recipients and switch between their data seamlessly.
  • Meeting high standards of work: Electronic checklists help professional nursing care organizations adhere to their internal standards with task lists customized according to their specifications and set of rules.
  • Introducing order into a complex process: Taking care of people in need is a multifaceted procedure. Caregivers may need to abruptly shift from caring about their hygiene, mobility and nutrition to providing companionship or maintaining their living space. Checklists are there to ensure caretakers complete these tasks in an orderly and timely manner.
  • Improving caregiver’s quality of life: 62% of US caregivers say they had less time for themselves due to hours spent providing care. About 38% describe their day-to-day work as highly stressful and report decline in physical health. Checklists can alleviate these issues by helping caregivers keep up with their daily itinerary more effectively, freeing up space for spare time.
  • Eliminating risk of losing important data: Electronic mobile caregiver checklists reduce paperwork and physical storage of documents. Users can store and save them on cloud or local hard drives, eliminating the possibility of checklists getting lost or destroyed.

50 Items To Include In Your Caregiver Duty Checklist

You can create multiple types of checklists, adjusting them to patient types, genders, age groups and more.

However, there are caregiving categories and tasks to include every caregiver daily checklist.

The 50 essential items most caregiver daily checklist should contain are:

Medical/Personal Care

  1. Bed bath/Sponge bath
  2. Tub/Shower
  3. Wash hair
  4. Comb hair
  5. Brush teeth
  6. Shave
  7. Nail care
  8. Apply skin care routine
  9. Help with getting dressed
  10. Check vital signs
  11. Schedule medical appointments and physical exams
  12. Remind to take medications (NOTE: after they’re dispensed by registered nurse or family member)
  13. Pick up prescriptions
  14. Check blood sugar and pressure


  1. Prepare meals
  2. Shop for groceries
  3. Help with feeding
  4. Encourage fluids/Restrict fluids
  5. Shop for and remind to take vitamins
  6. Organize pantry & fridge and ensure accessibility


  1. Assist with going to bathroom
  2. Assist to bedpan/urinal
  3. Incontinence Care
  4. Empty urinary drainage/catheter bag
  5. Empty colostomy bag


  1. Assist with walking (for ambulatory care recipients)
  2. Turn position in bed (for bedridden care recipients)
  3. Transfer/Bed/Chair (for wheelchair-bound care recipients)
  4. Assist with home exercises


  1. Take for a walk
  2. Accompany to appointments
  3. Coordinate community outings
  4. Read aloud
  5. Watch videos
  6. Play games
  7. Provide transport

Household/Support Services

  1. Wash laundry
  2. Clean kitchen
  3. Take out trash
  4. Asjust room temperature
  5. Keep bathroom clean
  6. Keep bedroom clean
  7. Check for oxygen on/off
  8. Vacuum/dust living area
  9. Make bed/change sheets
  10. Pick up mail
  11. Pay the bills

Monitoring Daily Changes

  1. Heat sensitivity (prepare cooling scarves, washcloths, cold packs etc.)
  2. Incontinence (prepare underwear, feminine pads, absorbent sheets, extra clothes, towels etc.)
  3. By aware of fatigue, mood, heat sensitivity symptoms and adjust plans accordingly

Please note that according to some state regulations – Maryland, for example — caregivers are not allowed to assist with any elements of catheter or colostomy care.

When creating your own caregiver daily checklist, make sure it complies with your local health regulations as well as your caregiver organization’s specifications.

What To Consider Before Building A Caregiver Checklist

Preparing in advance for the daily challenges of caregiving is important for making each day a success for caregiver and care recipient.

Here is a rundown of things to consider that will shape the final caregiver daily checklist and help you cope with the challenges ahead.

  • Learn about care recipient’s condition:
    • Talk to their healthcare providers about specific care needs.
    • Get more health information from sources such as medical books and credible websites.
    • Ask about any special caregiving skills you may need to learn and develop.
  • Explore caregiving options:
    • Write down all of patient’s specific needs regarding meals, laundry, shopping, bathing etc.
    • Find out how to meet those needs by discussing them with care recipient, their family members or healthcare providers.
  • Plan for immediate care:
    • Ask the care recipient about their immediate care wishes and involve them in decision making.
    • Adjust their living space for wheelchairs, walkers and other special need elements.
    • Devise a strategy for tracking their healthcare needs, like keeping a log of their eating patterns or medication taking.
  • Organize important information:
    • Write down the names, addresses and phone numbers of care recipient’s doctors, medical names of their illnesses, prescription names and doses.
    • Organize their financial information like bills, bank accounts and insurance policies.
    • Photocopy their social security numbers, insurance cards and other important personal information.
  • Plan for emergencies:
    • Make sure there is an emergency plan in case something happens to the primary caregiver.
  • Plan for the future:
    • Get informed on care recipient’s long-term prognosis to better plan for care their care.
    • Assess finances by talking to advisor who understands financial issues of caregiving.
    • Talk to legal aid about health care proxy.
    • Look for help of a geriatric care manager to organize family meetings and define care expectations.

How to Create a Caregiver Daily Checklist Template With doForms

With doForms, you can easily create caregiver duty checklists for each patient.

Our pre-made templates and over 30 drag-and-drop functionalities give you the required scalability and flexibility to build versatile DIY checklists from scratch.

You can easily create and access your eForm checklists with a smartphone or tablet device on the go. These also allow you to view, edit and share checklists within your organization in real-time.

doForms caregiver daily checklists let you capture task completion data, take in-form photos, generate reports and send them to your supervisor – even while you are providing care to a patient.

And the best thing of all? You don’t need an internet connection!

Have a look at our video showcasing 5 features and capabilities that can make your checklist better and more useful!

Mobile Forms | 5 Things You Need to Know

Caregiver Daily Checklist Takeaways

Caregiver daily checklist templates are there to ensure caregivers keep track of all day-to-day tasks without missing a single one.

They are the cornerstone of professional, mistake-free caregiving services that provide necessary assistance to care receivers.

Caregiver eForm checklists help you:

  • Come prepared to tackle daily caregiving responsibilities
  • Make sure you’re handling all the important care tasks
  • Complete tasks time-efficiently
  • Customize list of tasks according to different care scenarios
  • Store, share and backup your data remotely on a cloud
  • Eliminate paperwork and keep data secure and safe from damage
  • Reduce stress and fatigue related to extensive caregiving

With doForms’, you can create electronic mobile checklists to eliminate excessive paperwork, store and access your data securely and enjoy numerous customization capabilities to create a checklist tailored to specific requirements.


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