Care Needs Green / Yellow / Red Worksheet
Use the green, yellow, and red ratings to decide what to keep, where to add backup, and what needs near-term action.
Families often say things are mostly okay. This worksheet helps show whether each care task is stable, fragile, or unsafe.
Quick answer
Use the green, yellow, and red ratings to decide what to keep, where to add backup, and what needs near-term action.
How To Use It
Use this rating system:
- Green: covered and stable.
- Yellow: covered, but only because someone is stretching.
- Red: unsafe, uncovered, or no longer sustainable.
Worksheet
| Care area | Green | Yellow | Red | Who owns it? | Backup? | Notes | | --- | --- | --- | --- | --- | --- | --- | | Bathing | | | | | | | | Dressing | | | | | | | | Toileting | | | | | | | | Incontinence care | | | | | | | | Meals | | | | | | | | Hydration | | | | | | | | Medication setup | | | | | | | | Medication reminders | | | | | | | | Doctor appointments | | | | | | | | Transportation | | | | | | | | Groceries | | | | | | | | Laundry | | | | | | | | Cleaning | | | | | | | | Mobility | | | | | | | | Transfers | | | | | | | | Fall risk | | | | | | | | Nighttime safety | | | | | | | | Memory safety | | | | | | | | Wandering risk | | | | | | | | Bills and finances | | | | | | | | Family communication | | | | | | | | Caregiver sleep | | | | | | | | Caregiver health | | | | | | |
Kefiw Tip
Yellow items are the hidden danger zone.
Green is stable. Red is urgent. Yellow is where families get fooled.
A yellow task may look covered, but only because someone is quietly overfunctioning. Meals are yellow if one daughter cooks every day but is exhausted and has no backup.
What To Do Next
If an item is green, keep the routine.
If an item is yellow, assign backup or add support.
If an item is red, choose a near-term action:
- Call a clinician.
- Add paid help.
- Change home setup.
- Reassign the task.
- Use a calculator.
- Start a care track.
- Reassess living situation.
Family Script
"We do not need to label the whole situation as good or bad. Let's mark each care area so we can see where the plan is stable, fragile, or unsafe."
Reusable Product Asset Uses
This worksheet should eventually support:
- Printable PDF.
- Saveable worksheet.
- Calculator result add-on.
- Care Track step.
- Family summary export.
- Email or share version.
- Bring-this-to-a-tour version when relevant.
- Use-before-a-family-meeting version when relevant.
Professional Review
Recommended reviewer: geriatric care manager, clinician
Sources To Verify
- CDC: Steps for creating and maintaining a care plan
- NIH MedlinePlus Magazine: Caregiving worksheets from NIA
Last reviewed: April 29, 2026.
Kefiw Worksheet Disclaimer
Kefiw provides educational care-planning tools, worksheets, and guides. These materials are designed to help families organize information and prepare better questions. They do not replace medical, legal, financial, tax, insurance, employment, benefits, or professional care advice. Care needs, costs, coverage, provider quality, eligibility, and legal requirements vary by person, plan, provider, state, and situation. For urgent medical concerns or immediate danger, call emergency services.
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Related
Frequently asked questions
› How should families use this worksheet? How-to
Use it before a care decision, appointment, tour, provider interview, or family conversation so the discussion starts with facts instead of memory and stress.
› Is this worksheet professional advice? How-to
No. It organizes information and prepares better questions, but medical, legal, financial, tax, insurance, benefits, employment, and care decisions should be confirmed with qualified professionals.
› Should this be printed or saved? How-to
Both can help. A printed copy is useful during tours or family meetings, while a saved copy helps the family update the plan after care needs, costs, or safety risks change.
› How should I use this guide with a Kefiw tool? How-to
Use the guide as the plan and the linked Kefiw tool as the check. Read the steps first, try the move manually, then use the tool to compare outputs, catch edge cases, and decide whether the result actually fits your task.
› What mistake do tool guides help avoid? Troubleshooting
Tool guides help avoid using a utility mechanically without understanding what you are trying to accomplish. Most word, writing, and text utilities are fast, but speed can hide context mistakes. Know whether you are solving a puzzle, cleaning copy, drafting a line, or checking a rule.