Main reason for the project Fall risk, near fall, or recent fall New cane, walker, wheelchair, or transfer need Hospital, rehab, or surgery discharge planning Memory, vision, hearing, or communication change Planning ahead to age in place
Highest-risk area Bathroom, tub, shower, or toilet Entry steps, ramp, stairs, or railings Bedroom and night bathroom path Kitchen, laundry, or reaching hazards Whole-home access and daily routes
Mobility or access need Mostly steady; preventive updates Cane or walker access Wheelchair or wider-turning access Needs help with transfers Not sure yet
Home situation Own a house or townhome Own a condo or co-op Rent an apartment or house Senior housing, assisted living, or facility Not sure which rules apply
Permission or ownership status Owner or authorized person can approve work Landlord, HOA, condo board, or facility approval needed Family authority or permission is unclear Not checked yet
Budget and estimate status No estimate yet Rough budget only One estimate received Two or more estimates received Cannot pay without help
Funding path to check first Area Agency on Aging or local program Medicaid, HCBS waiver, or PACE question USDA rural repair loan/grant question Medicare DME or equipment question Self-pay, savings, loan, or home equity question Not sure
Contractor or provider status No contractor or installer identified One contractor, installer, or supplier option Comparing multiple options Already hired or scheduled A public or nonprofit program may assign help
Professional input No clinician, therapist, or home-safety input yet Doctor or discharge team mentioned a need Physical or occupational therapist involved Aging-service, CAPS, or home-safety specialist involved Home assessment completed
Timing pressure Urgent: needed before discharge or immediate safety concern Soon: needed within a few weeks Routine planning Waiting on approval, funding, or estimate
Family or caregiver support A helper can coordinate calls and visits Some help, but availability is limited Helpers are mostly remote No reliable helper yet
Use this to scope a home modification project before spending money.
Use broad planning answers only. Do not enter names, addresses, Social Security numbers, Medicare numbers, account numbers, diagnoses, permits, bids, contractor license numbers, or private financial details.
This planner is educational and organizational only. It is not medical, legal, insurance, benefits, housing, tax, construction, or financial advice. Confirm coverage, eligibility, permits, safety, accessibility, warranties, and contracts with qualified professionals and official programs.
Official references:
NIA home safety tips ,
CDC older adult fall prevention ,
Medicare DME coverage ,
USDA Section 504 home repair loans and grants ,
Eldercare Locator .
