Context, Autonomy, Relationship, and Engagement (C.A.R.E.) TM Checklist & Framework

The C.A.R.E. Checklist & Framework is a comprehensive resource designed to guide professionals in assessing capacity to consent in long-term care. This digital download includes the recommended framework, digital templates of accompanying forms, and training includes real-life case examples for practical application.

What's Included? Here are some highlights:

Principles of Consent and Capacity

Topics include:

Human Need for Physical Touch
Ethical and Legal Considerations
The Intersection of Capacity, Consent, and Co-Decision-Making
Relevant Legal Frameworks and Jurisdictional Differences
Managing Conflicts Between Family, Staff, and Residents
Centers for Medicare & Medicaid on Honoring Residents’ Preferences

Key Determinants of Capacity & Types of Intimacy

Also included:

Recommendations for establishing an Interdisciplinary Team
Considerations for an Ethics Committee
The Impact of Bias

Structured Process with Documentation Templates

This includes:

Personal History Form template
Medical Review guide
Cognitive Assessment recommendations
Provider Approval Form
Power Dynamics Review Form
Context of Autonomy, Relationship, and Engagement (C.A.R.E.) Checklist with documentation templates
A Decision Tree

Tier 1
$500

- C.A.R.E. Framework Manual

- Case Stories for Practical Application

- Printable PDF including documentation templates

Tier 2
$1000

- Includes everything in Tier

PLUS:

- 3-hour leadership training (in-person* or online)

Tier 3
$1700

- Includes everything in Tier 2

PLUS:

- Two (2) one-hour trainings for direct care staff (up to 25 participants per session)

- Facility Certification

- Reduced annual rate for compliance training and certification maintenance

Obtain Your C.A.R.E. Checklist Here!

Tier 1 Download:

-C.A.R.E. Framework & Manual

-Care Stories for Practical Application

-Printable PDF including documentation templates

$500

Interested in Tier 2 or 3?

Contact Megan or Rachel directly to learn more and schedule:

Megan Dooley, OTD, OTR/L

megan.dooley@innovativetherapysc.com

Rachel Wiley, MS, OTR/L

rachel@dementiaot.com

*Travel fees may apply outside a 50-mile radius

Testimonial

"The C.A.R.E. Checklist for determining capacity to consent to intimacy for residents living with dementia is incredibly easy to use and understand. The structure is clear, the language is accessible, and you can tell that real thought went into making it approachable for people at any level. Whether you are brand new to long-term care or have extensive background, you'll be able to jump right in and get value from day one.

One of the standout features is how well-referenced and evidence-based everything is—this isn't just theory or guesswork, it's grounded in solid research. That alone is huge, especially in a space where there's so much subjective data and gray area left for individual interpretation without backing.

Having a resource that's not only practical but also rooted in reliable data makes all the difference to be another layer of defense to stay ahead of what surveyors may be looking at. I highly recommend this program to anyone looking for something practical, user-friendly and deeply credible to help provide pragmatic guidance and strategic support."

Jill Foertsch
Administrator
St. Gerard’s Community of Care

Alexa Young, CA

About the Creators

Hi! We're Megan Dooley (left) and Rachel Wiley (right)

We're occupational therapists and the creators of the C.A.R.E.™ Checklist & Framework. With years of hands-on experience working with individuals living with dementia and their care partners, we’re passionate about supporting teams navigating the complex intersection of safety, consent, and dignity for people living with dementia.

We created this resource to help facilities feel more confident and equipped when it comes to assessing intimacy and touch—knowing when to support these meaningful interactions, and when to thoughtfully intervene. Our goal is to uphold residents’ rights while also keeping them safe.

We’re honored to share this work with you and hope the C.A.R.E.™ Framework becomes a trusted guide for ethical, person-centered decision-making in your community.

We also want to share a huge thank you with Nikki Wegner, North Dakota Long Term Care Association's President & Megan Flom, R.N., J.D. for their support and invaluable guidance

More About Megan

More About Rachel