Aging at Home Alone: Coordination Planner
A practical planner for organizing your healthcare, daily routines, and support network — so you can stay independent at home with confidence
Planning note: this is an organizational worksheet for routine coordination. Bring it to your next non-urgent provider visit to review responsibilities and follow-up tasks.
1 My situation
A quick snapshot of where you are today. This helps you focus on the sections that matter most.
2 My care team
Keep all of your providers in one place. This is the page you'll grab when you need a phone number, need to schedule something, or need to share your care team with someone.
| Role | Name | Phone | Portal | Next appointment |
|---|---|---|---|---|
3 Weekly coordination tasks
Check off the tasks you want to stay on top of each day. Use the notes area for reminders, appointment details, or anything else you want to remember.
4 Emergency plan
This is the most important section in this planner. If something happens, the people around you — paramedics, neighbors, a friend — need to find this information quickly. Fill it in carefully and keep a printed copy somewhere visible.
Emergency contacts
Home access
Where are your medical records?
Medical power of attorney
Advance directive
Medical alert system
Critical medical information for an ER visit
If you arrive at an emergency room, this is what they need to know. Keep this section current.
5 Support network map
Independence doesn't mean doing everything alone — it means knowing who to call for what. Map out your support across each area, and note any gaps you want to address.
Who helps you with appointments, insurance questions, or medical records?
Who drives you, or how do you get to appointments and errands?
Who helps with repairs, yard work, snow removal, or general upkeep?
Who do you talk to regularly? Friends, community groups, faith community?
Accountant, attorney, financial advisor, or someone who helps with bills?
Who helps you with patient portals, your phone, computer, or other tech?
Who would notice if something seemed wrong — if mail piled up, lights stayed off, or you didn't answer the door?
6 "What if" scenarios
You can't plan for everything — but thinking through these situations now means you won't be making decisions under pressure later. Even a rough plan is better than none.
7 Goals & review
Take a moment to reflect on what matters most — and set a date to come back and update this planner. Your situation changes, and your plan should change with it.