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My father recently moved in with me, he is 75 years old and I am having a hard time managing the follow up appointments, coordinating referrals and just doing these admin things. I don't know how to address this with a full time job and other commitments.
Anyone have tips?
How do you guys manage this much level of work? Is this a suck it up and move on situation?

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MY TIPS:
I made a Master File, using 4 or 6 section classification folders, depending how complicated your Dad's health situations are. Decide on the Categories that you need to know about Dad. Examples:

Section 1: A list of Dad's compete personal info, including SS number, Medicare Number, his list of doctors (Primary and Specialists) with their phone numbers, office hours and physical addresses, and what exactly they are treating him for.

Section 2: Calendar. (copy the blank pages of a Dollar Store calendar, and add appt dates & times with each Doctor, as they are made). Doing a visual really helps. When leaving an appt, book the next one before you leave! Ask for a card with the info, or a Post It note, and stick it in your file.

Section 3: Appt. Chart. Make a table in MS Word, with columns for the date, time, reason, Doctor and results. List any pending issues not solved with the appt. and what the next plan is. Categorize them by type (First, Follow Up, Test).

Section 4: Medicare Info/Costs. Do another table, showing the date, type of Medicare plan, Customer Service number, etc. Include financial info, co-pay amounts, dates paid & check number, all easy to see on one page.

Section 5: Medications. Make a list of HIS current meds, doses, and who prescribed them. iNCLUDE REFILL DATES. Allow space for changes. Everyone wants to know the current meds!

Section 6: Miscellaneous.
-Include each Doctor's Internet PORTAL, you will sign up on and decide a Sign In & Password. You may end up with 4-5 Portals.
-Emergency Numbers (family members, home & work numbers)
-Hospital and ER you will be using (address, numbers)

Once you create a Master File, it will save you so much stress and trouble! Use a regular file, or a binder, with subject tabs. Take it along for appts. you attend. This way you have everything in ONE PLACE. His Doctors will be impressed...and see you are on the ball. It will lessen that overwhelmed feeling.

PS: I'd hide it from Dad, if he has dementia he may tear it all up. Just tell him you are "tracking his appointments."

As far as the annual selection of Medicare Plans, go to:
WWW.EHEALTH.COM

Put in your zip code, and all the possibilities for your location pop up to compare. You have "Open Enrollment" every October 15. See which of his Doctors are on various plans, if he needs to pay extra per month, needs medications covered, etc. Deadline to sign up with his chosen plan is December 10. Once that chore is done, the rest is easy.
The new Plan starts Jan. 1st of each year.

With the work involved, make sure Dad pays you monthly rent, utilities, food, etc.
He has some form of income and you need compensation. Otherwise, pay someone out of his money. You need to be a signer on his checking acct, of course.

You will get good advice here, so I hope you listen to it.
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Reply to Dawn88
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Have someone else do the paperwork.
If you must pay them, pay with your Father's income.

For Seniors on Social Security and Medicare, October is a very busy month.
This year brings extra responsibility to choose a health plan that benefits
your Father's needs, because so many plans have changed, dropped benefits,
changed providers/doctors have left the plan, etc.

Yes, it's a whole lot of paperwork, learning, and time-sensitive actions needed.

Get help early.
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Reply to Sendhelp
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What is the reason your father moved in with you? What are his specific needs? Does he have dementia -- is that why he is not able to do these things by himself?
What is his financial situation?

Do you want your father to be living with you for the long term? Was it your choice, or were you pressured or guilted into it, or was it expected and you just went along? Aside from the extra admin work, is his presence disruptive for you?

This board is so full of wise advice, just asking in case you want to discuss other aspects of the situation, since it is a major change for you.
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Reply to MG8522
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All the responses are wonderful and I agree on appointments. I took care of my husband for seven years and worked full time. Some appointments are just not doing the person any good - in our situation and in my opinion. One step at a time, one day at a time. If I had it to do over again, and would have known then what I know now, his staying at home might have not been all those years.
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while we’re talking about appointments, I wanted to add a note about in-network doctors and specialists. I’m on Original Medicare so can see any one anywhere and can self-refer (IF the specialist allows it) in any network. Folks on Medicare Advantage Plans have to do more homework to be sure their plan works with the specialty. Just FYI.
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Reply to ForWhatItsWorth
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You can consider a consultation with a social worker, a senior care specialist or geriatric physician to assess the needs and referrals you may need for your father. They may receive or recommend services for physical therapy, occupational therapy, social services or other concierge services
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Reply to Senior8
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Be kind to yourself.
This certainly isn't easy, especially with a full time job. It isn't a matter of sucking it up as it is being self-compassionate and realizing that you need to make some changes to manage 'new' needs / responsibilities.

My suggestions to support you: (based on my working with 4-6 clients a week with varying schedules and needs). I was organized and able to do it !

1. Hire someone - even for 1-2 hours initially to work with you to get organized.
Ask whoever you can for support / help. An hour here and there will help you alot.
2. Write a list - to do's ... do a little at a time.
3. Definitely keep a journal (I use a pad of paper dating every page and every activity (and conversation) - to have a day-to-day tracking of what you did, who you spoke to, their contact #s, and follow up needed. I do this for EVERYTHING, every call ... so I have a record to refer to - it comes in handy. I date every page at the bottom (learned this working w/attorneys.

5. Breathe, exercise, eat health as you can, get as much sleep as you can.

6. Keep all records, documents.

a. Use file folders to keep things separate and organized, i.e., Medical prescriptions, Med Appts., Contacts/addresses

b. Sometimes an according A-Z or 1-30/31 file works well. If he has an appt on the 18th, file it for the 18th and look in that file 1-3 days ahead of time.

7. Always ... ALWAYS keep his expenses and payments separate from yours.
Do not co-mingle.
It is important to keep separate, esp if he is entitled to any gov't funding / financial support.

8, Be flexible. Whatever work(s) for me may not work for you.
Find your rhythm and be okay w changing 'a system' that isn't working for you to one that might be better. Nothing is written in stone.

It is overwhelming to many. Like a deer in the headlights. It is not easy to manage, esp when it is new.

Its like an avalanche and you need to learn how to ... get out of it or better yet, prepare so you don't end up in one! Remember to be kind to yourself.

Lastly,
1. Remember you deserve a life, outside of work and managing your dad's needs/care.
2. Consider if this shared living situation is the best for you and your dad. This may be a question down the road and you'll still have the 'paperwork' mania... plan ahead as best you can.

Gena / Touch Matters
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Reply to TouchMatters
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It is a very hard and stressful situation. Number one, find out from your loved one if they want to linger on in bad health? That sounds harsh but knowing that they know it and can answer the question will make you feel somewhat better as time goes on. You will have comfort knowing he/she will not want to linger in bad heath and make sure you do everything you can to make sure they are not in pain or suffering. Hospice can help in so many ways. If your loved one still lived in their own house and wanted to stay there, I was very fortunate that my oldest son agreed to move in with my father in law ( his granddad) and live there rent free. He was22 at the time and single and he used that time to get an online degree. My youngest son did the same for my dad and saved money to move out on his own after grandfather passed away. We hired a young lady to cook for them 3 times a week. In other words try to look at family and sometimes it will help your elder person and a younger person who could use the time to save money for themselves. Televisits to doctors can be done if nothing serious going on. Many times the doctor visits are just check ups. Its hard but the first thing on this post first...
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From my experience with my father and my 2 in-laws, I personally think it will only get worse. He will become dependent on you for every aspect of his life. It will get harder for him to make new acquaintances (did he live in your area before?), harder to find and visit doctors, harder to find & participate in enjoyable activities, and definitely harder to move him out of your home if/when needed. Discuss with your dad that the paperwork and schedule management is taking more time than you anticipated, that you'd like to be spending that time connecting with him, making more good memories with him, and just being with him, while juggling your already busy work and personal life. Would he move into a retirement/independent living home in your area so that YOU can have time to do the fun things with him? Would he do this for YOU? That will give you the space to really be there for him. Then there would be built in support for all of his maintenance - the appointments, socializing, safety, nutrition, etc, especially if you found a situation that had step wise increased care available. In the long run, HE might thrive in this environment more than living with you. The only thing you might keep for a separate professional is the financial management. If you don't set up HELP FOR YOU/him in some form soon, you may find yourself longing for the time when it was just the paperwork and appointments that you found overwhelming.
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AkJoyAZ Oct 14, 2026
For financial management, you can use a 'private fiduciary' or 'public fiduciary' if he cannot afford one. make sure you check them out first though! I just wanted to give you the proper terms used in the industry (I work in Hospice) call your County Office of Aging to see what areas they can help you with.
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Many doctors (GPs and specialists) automatically make follow up appointments, many of which are not necessary. If you can, find out what happens. If you suspect it’s just a ‘check that it’s going OK’, (which it is), try skipping an appointment and see if there is a follow up
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Photokk24 Oct 10, 2026
^^^This…..find out what appointments are absolutely necessary and not just arbitrary money grabbing, I need to get out of the house appointments. My mother’s doctor has her coming every 4 months for no reason, I’m in the appointment with her as she is extremely hard of hearing and it’s a ridiculous waste of time.
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Hashir, well, you could try to manage this, but for how long? Can you do this for another 10 years?

You can hire someone to manage his appointments, fill out paperwork, and even take him to medical appointments.
Is your father not able to manage any of this on his own? I would let him if he can.

You say he only recently moved in with you. I'm sure the initial medical visits and paperwork and subsequent referrals feel like a lot now, but once he gets settled into a routine with his doctor(s), you can skip the paperwork, schedule out quarterly, or semi-annual visits for the next year and add them to your calendar now, so it's not a constant scheduling thing.
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Reply to CaringWifeAZ
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You can hire from an agency using his money. They will assign a caregiver who can drive him there. You can leave instructions with the caregiver to convey your questions. Just ensure the hippa document is flexible
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Is he capable to do things on his own? Does he drive?
I am 77, still drive so does my DH and he is approaching 80. We are still capable of caring for ourselves. Still make our own appts and just arranged a referral for my husband. ( he is deaf) Don't enable or disable Dad. My doctors send me confirmations of appts and reminders on my cell. Set boundaries for yourself. You know the saying "while under my roof", that pertains to Dad now. There is a post now where Dad took over the OPs house. Drs now have portals you know can set up. This would help you know, if Dad goes to the Dr alone, what went on in the visit.

Appts, I cut down on my Moms. Her PCP was having her come in every two months. By law you only have to see a Dr every 6 months to renew meds. She was only on cholesterol and B/P meds. She went back when she needed to. Her gastrologist, once she was stable 1x a year. Her encronologist, every 6 months because of stability. IMO, once you are stabilized with some specialists, your PCP should be able to take over. You go back to the specialist if needed. I would have his Meds looked over by PCP. My Mom was on some from a hospital stay that were no longer needed.

I would call your County Office of Aging and ask if they provide Senior bussing. If so and he can go to the doctors alone, he can take the bus. They take people shopping too. Our County has transit bussing from town to town.

Referrals. I have the care of my disabled nephew. And of course, DH and I are having some small problems. I find that when given referrals for my nephew because the practice is based in a city 45 min to an hour away and they are part of a Hospital group they want to send him there. He does not drive. I will not drive in cities and not in unknown areas anymore. So, he needs to go somewhere closer. For us, we live closer to a boarding state but when we get referrals, we are directed to Drs up North farther away then the boardering State. So we pick someone closer by. Because a doctor refers you to another doctor does not mean you have to use them. Who Dad goes to should be whoever is more convenient for you.
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Photokk24 Oct 10, 2026
Agree… of course everybody ages differently. My parents are 92 and 96 still live on their own still make all their own appointments. They don’t drive anymore so I have to take them to all their appointments, but they still do all that but like I said everybody does age different. I don’t know what his dad‘s physical and mental requirements are. But certainly if he is able he should be doing this and quite frankly probably shouldn’t be living with you either because as someone stated above, it’s only gonna get worse and much harder for you as he ages. Sounds like he’d be a good candidate for assisted-living if the monies are there.
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Search around on the forum here and you’ll find a lot of posts about the huge number of doctor’s appointments you can cut out. Take some time (I know, more time, ugh) and ask each office what is the absolute minimum frequency of visits that he needs. In my personal experience doctors have waived even the usual rules about seeing the patient in person every x number of months to continue prescriptions as long as they are stable. Good luck it’s a never ending mental grind isn’t it.
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Reply to Slartibartfast
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I would sit down with your Dad and explain that you didn't realize the time commitment for his medical appointments. An option is to look for a Geriatric Care Manager for him which he will need to pay for. Another option as mentioned by ShirleyDot is for him to transition to a good, local care facility that has transportation services and access to doctors. Even if he resists the thought of a facility, they are so much better nowadays and he may genuinely enjoy the social aspect and activities offered.

What is your Dad's health issues that he needs to go so often?

Also, I hope you are having your Dad pay a share of rent, utilities and food.
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Reply to Geaton777
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It’s the worst part of caring for an elder and I say this as someone who is not caring for an elder in my home (7 years with her mostly in a senior living facility and now in assisted living). Get him out of your home into care of some sort and at least you will regain your privacy and down time while you juggle work and your second job dealing with medical admin for your dad.
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