Free tools for families and caregivers

Answer 7 questions about your care situation — number of providers, recent hospitalizations, portal management, coordination load — and receive a complexity score with a recommended Navigation Plan.

Score your medical records readiness across five categories: consolidation, access and authorization, insurance documentation, emergency preparedness, and ongoing maintenance. Get a gap analysis with specific next steps.

Quantify the invisible administrative work you're carrying — scheduling, portals, insurance, referrals, family coordination — and see how your burden compares. Produces a prioritized action list.

Ten scenario-based questions about the first week after a hospital discharge. Identifies which follow-up items are probably being missed and generates a personalized action plan with color-coded priorities.

An interactive checklist covering the first four weeks after discharge — follow-up scheduling, medication reconciliation, referral tracking, home logistics, care team contacts, and a week-by-week tracker.

A printable reference covering what Medicare covers, common coordination scenarios, key deadlines, enrollment periods, and a glossary — with space to fill in your own plan details.

A comprehensive planner for people aging at home without family nearby — covering daily routines, care team, emergency plans, support network, "what if" scenarios, and goals. Fillable and printable.

Five worksheets for families managing care from a distance: provider directory, medication tracker, communication log, visit planning checklist, and emergency information card.

A step-by-step guide for transitioning to a new primary care doctor — records requests, referral transfers, prescription continuity, portal setup, and the first-visit preparation list.

A structured worksheet for families to clarify caregiving roles, communication preferences, decision authority, and shared information systems — designed to reduce conflict and improve coordination.

Enter your departing doctor's last day, your providers, and pending items. The tool generates a personalized timeline of what to do and by when — from records requests to the first visit with your new doctor.