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NAVIGATING SYSTEMS

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Caregiving is hard enough before somebody hands you another form.


Medicare.

Medicaid.

Insurance.

Hospice.

Home health.

Respite.

Long-term care.

Benefits.

Agencies.

Applications.

Legal documents.

Appeals.

Case managers.

Facility paperwork.


And approximately seventeen people telling you to call somebody else.

Welcome to the administrative side of caregiving.


Navigating Systems was created to help caregivers understand the systems surrounding care without feeling like they need another degree just to ask the right question.

This guide will not magically make bureaucracy less annoying.

It will help you walk into it better prepared.


Inside, we help you organize and think through areas such as:

  • Health insurance and coverage questions
  • Medicare and Medicaid starting points
  • Benefits and assistance programs
  • Home health and home care
  • Respite care
  • Hospice and palliative care
  • Long-term care options
  • Adult day programs
  • Care agencies
  • Facility research
  • Questions to ask providers
  • Comparing services
  • Tracking applications and phone calls
  • Documents you may need
  • Advance directives
  • Healthcare decision documents
  • Power of attorney and financial authority
  • Guardianship or conservatorship considerations
  • Insurance and benefit contacts
  • Care transitions
  • Preparing for hospital discharge
  • Keeping records when five different offices tell you five different things

There are also places to document:

Who did I speak to?

When did I call?

What exactly did they tell me?

What paperwork did I send?

What happens next?


Because “some lady at the insurance company said...” is not the kind of record you want when you have to call them back three weeks later.


This guide is designed to help you get organized, ask better questions, recognize what needs professional guidance, and keep important information from disappearing into a pile of paperwork.


It does not replace individualized legal, medical, financial, insurance, or benefits advice. Laws, programs, eligibility requirements, and coverage can vary by location and situation.


But you should not have to enter every conversation completely unprepared.


You may not control the system. You can learn how to walk into it with receipts.

You will get a PDF (1MB) file