Planning situation Trying to keep care safely at home Planning for nursing home or facility care Preparing after hospital or rehab Trying to understand spend-down questions Already enrolled and reviewing services
Current setting Home Assisted living or memory care Nursing home Hospital or short-term rehab Not sure
Medicaid status Not applied yet Applied and waiting Approved, services not started yet Denied, reduced, or unclear Already enrolled Not sure
Main care need Bathing, dressing, meals, homemaker help, or supervision Adult day services, respite, or caregiver relief Nursing home or nursing-facility care PACE or managed long-term care Mixed needs or not sure
Timing need Urgent safety concern Needed within 30 days Planning over the next few months Future planning before a crisis
Family caregiver capacity Strong local support Limited support or work conflicts Long-distance or mostly remote support No reliable unpaid helper
Asset, home, or spend-down question? Yes No Not sure
Local help status No official local contact yet Called, but next step is unclear Case manager, assessor, or social worker involved Clear next step already identified
Program to ask about first Home and community-based services or waiver Personal-care or in-home aide services PACE Nursing home Medicaid Not sure
Use this as a Medicaid long-term care question list, not an eligibility decision.
Use general planning answers only. Do not enter Social Security numbers, Medicaid IDs, Medicare numbers, account numbers, asset details, diagnoses, or private medical facts into this worksheet.
This planner is educational and organizational. It is not legal, benefits, tax, financial, insurance, or medical advice. Medicaid long-term services and supports rules vary by state. Confirm eligibility, services, estate recovery, asset-transfer rules, appeals, provider availability, and costs with the state Medicaid office, local aging office, legal aid, or qualified professionals.
Official references:
Medicare long-term care coverage ,
Medicaid long-term services and supports ,
Medicaid home and community-based services ,
PACE overview ,
Eldercare Locator .
