Tool category
Free Healthcare Navigation tools and checklists
Explore practical healthcare navigation worksheets built for older adults, caregivers, adult children, and families. Most tools work without an account.
Showing 24 tools in Healthcare Navigation.
Hearing, Vision & Communication Planner
Prepare appointment, home, caregiver, and coverage questions when hearing or vision changes make communication harder.
Healthcare NavigationOral Health & Denture Care Planner
Build a practical oral-care, denture, dry-mouth, appointment, and caregiver follow-up plan for an older adult without entering private health details.
Healthcare NavigationDoctor Visit Question & Follow-Up Planner
Prepare questions, notes, caregiver roles, plain-language instructions, and after-visit follow-up tasks for any medical appointment.
Healthcare NavigationMedicare Telehealth Appointment Planner
Prepare Medicare telehealth questions, technology setup, caregiver support, privacy, costs, and follow-up steps before a virtual visit.
Healthcare NavigationCaregiver Health Information Permission Planner
Prepare clinic, Medicare, pharmacy, portal, and caregiver permission questions before a helper needs to coordinate care.
Healthcare NavigationMedicare Chronic Care Management Planner
Prepare consent, cost, care-plan, medication-review, 24/7 access, and caregiver coordination questions before starting or reviewing monthly chronic care management.
Healthcare NavigationMedicare Community Health Integration Planner
Prepare questions about Medicare community health integration services for food, housing, transportation, language, care access, and social-support barriers.
Healthcare NavigationMedicare Principal Illness Navigation Planner
Prepare Medicare, clinician, navigator, cost, caregiver, social-need, and follow-up questions when a serious illness may need care navigation support.
Healthcare NavigationMemory Concern Appointment Planner
Prepare observation notes, caregiver questions, safety topics, and Medicare cognitive assessment care-plan questions before discussing memory or thinking changes.
Healthcare NavigationMedicare GUIDE Dementia Care Navigation Planner
Check the current GUIDE Model screening questions and prepare a provider call about dementia care navigation, caregiver support, 24/7 help, community services, and respite.
Healthcare NavigationMedicare Mental Health Care Access Planner
Prepare mental health coverage, provider access, appointment, caregiver-support, and crisis-resource questions before seeking help.
Healthcare NavigationKidney Disease Education & Dialysis Prep Planner
Organize Medicare kidney education, dialysis, home-training, nutrition, transportation, caregiver, and records questions before the next care call.
Healthcare NavigationDialysis Facility Compare & Tour Planner
Compare Medicare-certified dialysis facilities, understand the two Care Compare star ratings, and prepare schedule, treatment, transportation, rights, and support questions.
Healthcare NavigationMedical Transportation & Appointment Ride Planner
Plan safer rides to medical appointments, compare family, plan, Medicaid, paratransit, and local aging-service options, and prepare coverage questions.
Healthcare NavigationDurable Medical Equipment Coverage Planner
Prepare Medicare, supplier, prescription, delivery, safety-fit, and backup questions before ordering walkers, wheelchairs, oxygen, hospital beds, or other equipment.
Healthcare NavigationMedicare DME Supplier Compare & Delivery Planner
Compare Medicare medical equipment suppliers and prepare assignment, network, order, cost, delivery, training, repair, and complaint questions.
Healthcare NavigationHome Infusion Therapy Planner
Prepare Medicare, supplier, pharmacy, training, supply, sharps-disposal, safety, and caregiver questions before IV or pump-based treatment at home.
Healthcare NavigationHome Health vs Home Care Planner
Sort skilled home health, nonmedical home care, caregiver backup, agency comparison, and coverage questions before arranging help at home.
Healthcare NavigationHome Health Agency Compare & Call Planner
Compare Medicare-certified home health agencies, review Care Compare ratings, and prepare service, start-date, coverage, accessibility, and caregiver questions.
Healthcare NavigationHospice & Palliative Care Conversation Planner
Prepare calm family, clinician, coverage, provider, and caregiver questions when serious illness care, palliative care, or hospice is being discussed.
Healthcare NavigationHospice Care Compare & Provider Call Planner
Compare Medicare-certified hospices, understand current quality measures, and prepare consistent questions about availability, symptoms, caregivers, coverage, and support.
Healthcare NavigationHospice Election Statement Review Planner
Review Medicare hospice election paperwork, attending-doctor choice, coverage boundaries, non-covered item addendum, provider changes, and revocation questions before signing or changing care.
Healthcare NavigationMedicare Medical Nutrition Therapy Planner
Prepare referral, eligibility, dietitian, dialysis, diabetes, kidney disease, cost, caregiver, and follow-up questions for Medicare medical nutrition therapy.
Healthcare NavigationHome Oxygen Coverage & Safety Planner
Organize Medicare oxygen equipment questions, supplier contacts, fire-safety steps, travel needs, power backup, and caregiver follow-up.