Current living setting At home alone At home with family or helpers Independent senior housing Assisted living or memory care Leaving hospital, rehab, or skilled nursing
Help with bathing, dressing, toileting, or transfers No hands-on help needed Some reminders or light help Help with several daily personal-care tasks Hands-on help most days
Help with meals, shopping, rides, chores, or money tasks No regular help needed Some weekly help Daily help or reminders Someone else manages most tasks
Supervision needed Scheduled check-ins only Daytime supervision or structured activities Overnight help or monitoring Help nearby most of the time
Memory, judgment, wandering, or behavior concern No major concern Some memory or judgment changes Wandering, getting lost, or exit-seeking Unsafe decisions with cooking, driving, money, or medicines Agitation, distress, refusal of care, or sleep disruption
Skilled nursing, therapy, wound care, or medication teaching No known skilled-care need Yes, clinician-level care may be needed Not sure
Recent change Stable routine Gradual decline or caregiver strain Recent fall, ER visit, or urgent change Hospital, rehab, or skilled nursing discharge
Family caregiver capacity Strong local family support Limited support or work conflicts Long-distance or mostly remote support Caregiver is strained or close to burnout No reliable helper yet
Nighttime need Rare or no nighttime help Occasional bathroom, pain, anxiety, or confusion help Frequent nighttime help or safety checks
Likely payment or benefits path to ask about Medicare skilled-care question Medicaid or state long-term care help Private pay or family budget VA, retiree, or other benefits Not sure yet
Family preference today Try to stay home if safely possible Compare assisted living, memory care, or nursing care Short-term recovery plan first Not sure yet
Use broad answers only.
Do not enter names, birth dates, addresses, diagnoses, Medicare numbers, Medicaid IDs, Social Security numbers, account numbers, medication names, or private medical details. Use the result to prepare safer calls and family conversations.
This planner is educational and organizational. It is not medical, legal, financial, insurance, benefits, tax, or care-management advice. Confirm personal care decisions with qualified professionals, official agencies, care providers, and health plans.
Official references:
NIA services for older adults living at home ,
Eldercare Locator ,
Medicare home health services ,
Medicaid home and community based services .
