Planning
Financial, legal, end-of-life, emergency, and estate planning.
ER Go-Bag
The one page you want at triage - allergies, current meds, baseline vitals, what to tell EMS, hospital preference.
Open →Mileage & Expense Log
Track medical mileage, copays, parking, and lodging for taxes, FSA/HSA, and grant applications.
Open →Grants & Financial Aid
Foundations, copay assistance, disease grants, wishes - what you've researched, applied to, and been awarded. Deadlines never slip.
Open →Advance Directives & Legal
POAs, guardianship, MOLST/POLST, HIPAA releases, DNRs - what's signed, when it expires, where the original lives.
Open →Medical Bills & EOBs
Billed vs allowed vs plan paid vs patient owes. Catch billing errors before you pay them.
Open →Disability Benefits
SSI, SSDI, Medicaid waivers, TEFRA, Katie Beckett, respite - every program, status, case number, and renewal date.
Open →Incident Log
Falls, wandering, injuries, medication errors, near-misses - severity, follow-up, what to tell the doctor.
Open →Cross-Recipient Conflicts
Overlapping appointments, double-booked shifts, same medication at different doses across recipients - surfaced before they hurt.
Open →Legal & End-of-Life Vault
Wills, POAs, advance directives, DNR/POLST, trusts - what's signed, where the original lives, and who to call.
Open →Tonight & Tomorrow Morning
A calm bedtime brief: what's due, what's coming, what changed, who's on next. In the morning it becomes the morning brief automatically.
Open →Caregiver Finance Kit
Copays, mileage, parking, equipment. Tag what's tax-deductible or FSA/HSA. Year-to-date totals you can hand straight to your accountant.
Open →Vigil Mode
A calm, stripped-down log for the last days. One-tap notes for comfort given, who's here, what changed. So the next person can pick up where you left off.
Open →Wandering & Elopement Log
Each time they left unattended - when, where found, what triggered it, how they returned. Patterns help neurology and the home itself.
Open →Fall Log
One row per fall, even the small ones. Where, why, injury level, ER or not. The page you bring to PT and the neurologist.
Open →Home Safety Audit
Room-by-room checklist: grab bars, rugs, lighting, stove shutoffs, locks. Track what's fixed and what's still pending.
Open →End-of-Life Wishes
Funeral preferences, music, readings, who to call. Written down calmly, before the day arrives. Private until you share.
Open →Tax-Deductible Expenses
Schedule A, FSA, HSA, dependent care - mileage, copays, equipment, home modifications. Year-to-date totals for your accountant.
Open →POA Decision Log
A defensible record of every decision made under power of attorney - medical, financial, housing. Who you consulted, what you decided, why.
Open →Funeral Preplan
The contract, the funeral home, what's prepaid, who to call. Different from wishes - this is the paperwork already done.
Open →Asset & Account Inventory
Bank, retirement, life insurance, the house, the subscriptions still auto-charging - institution, last four, beneficiary. What an executor or POA actually needs.
Open →Spiritual & Religious Care
Chaplain visits, clergy calls, services, prayer requests, and the rituals that matter. So faith is part of the plan - not an afterthought.
Open →Insurance Claims Tracker
Every claim - billed, allowed, paid, owed. Status, claim number, appeal deadline. Catch denials before the appeal window quietly expires.
Open →Shared Care Expenses
Who paid the aide this month, who covered the plumber, who's owed what. Track shared costs between siblings, partners, or anyone splitting the load - without it becoming the reason people stop talking.
Open →Voice & Video Messages
Recordings, letters, captions - for a spouse, a grandchild, a future birthday, a wedding they won't see. The keepsakes that matter most, kept somewhere they won't be lost.
Open →Phone Call Log
Every call with insurance, the nurse line, the social worker. Who you spoke to, the reference number, what's next. The receipts you'll need later.
Open →Memorial Gifts & Donations
Donations in their name. Flowers. Meals. The bench at the park. Track who gave what, and whether the thank-you note went out.
Open →Travel & Trip Planning
Medical-aware trips. Equipment, meds, nearest hospital, in-network at the destination. So a trip stays a trip, not a crisis.
Open →Probate & Estate Checklist
The 60+ executor tasks nobody warns you about. Close accounts, file taxes, notify SSA, sell the house. Status, owner, where the doc lives.
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