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 Continuity 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.

Assess whether a loved one is ready for a facility-to-home transition — covering medical stability, home environment, caregiver capacity, and follow-up coordination. Get a readiness score with specific action items.

Evaluate whether a home hospice setup is operationally sustainable for your household across point-person coverage, caregiver backup, logistics, documentation, and contingency planning.

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.

Map out who has authority for what — healthcare proxy, financial POA, insurance contacts, provider offices, pharmacy, and emergency contacts — so everyone knows who to call and who can act.

A weekly planner for families coordinating care across multiple households — track appointments, tasks, and handoffs for each location in one view.

Compare the real costs of aging at home — home modifications, in-home help, medical equipment, transportation, and coordination — side by side so you can plan and budget.

A structured template for writing weekly care updates to family — covering what happened, what changed, what's coming up, and what needs a decision. Keeps everyone informed without ad-hoc texts.

Pre-written scripts for common boundary conversations — saying no to tasks outside your role, redirecting medical questions to providers, setting limits with siblings, and communicating scope to professionals.

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.

Answer questions about the source, your authority, which records you need, and delivery preferences. The tool generates a ready-to-send request email tailored to your situation — including jurisdiction-specific language when needed.