Main reason for calling Need help but not sure where to start After a hospital, rehab, or health change Caregiver strain or backup help Housing, facility, or care-setting change Benefits, Medicare, Medicaid, or paperwork questions
Timing Need a call this week Planning over the next month Planning ahead before a crisis Urgent, but not an immediate emergency
Current living setting Lives at home alone Lives at home with family or helpers Assisted living or memory care Nursing home, rehab, or skilled nursing Moving or comparing options
Top support need Meals, groceries, or nutrition support Transportation or appointment rides In-home help, chores, or personal care Caregiver respite, adult day, or backup care Benefits, insurance, or paperwork Facility rights, discharge, or care concerns
Medicare or insurance help Need unbiased Medicare counseling Plan, drug, network, or notice is confusing Not needed right now Not sure
Caregiver situation No reliable helper yet One main family helper Several helpers trying to coordinate Paid caregiver, agency, or facility involved
Records and notes Basic notes are ready Notes and documents are scattered Important records are missing Need privacy and consent guidance first
Calls already made No calls yet Called Area Agency on Aging or Eldercare Locator Called a few programs but list is incomplete Waiting for callbacks or decisions
Best contact path Phone call Online search or web form In-person office, senior center, or clinic help Need language, hearing, disability, or caregiver access support
Safety, rights, or exploitation concern No current safety or rights concern Home safety, falls, meals, or supervision concern Facility, discharge, resident rights, or care-quality concern Possible neglect, abuse, exploitation, or unsafe situation Scam, unusual money activity, or financial exploitation concern
Use this to prepare calls, not to share private details online.
Do not enter names, addresses, Medicare numbers, Social Security numbers, account numbers, birth dates, diagnoses, income amounts, or private case details. Keep personal records in a secure place and share them only with trusted agencies or professionals.
This planner is educational and organizational only. It is not legal, medical, insurance, benefits, tax, financial, emergency-response, or care-management advice. For immediate danger or a medical emergency, contact emergency services or the care team directly.
Official references:
Eldercare Locator ,
ADRCs ,
SHIP ,
Long-Term Care Ombudsman .
