Personalized 30-day action plan

Ten stages, ordered by urgency, value and dependency.

Demonstration data. This case, its contacts and its records are fictional and exist only to show how the Navigator works.

Filter by owner
Every task has exactly one owner. Unassigned tasks are the ones that stall.
Stage 1

Immediate safety and coordinator assignment

Stage 2

Benefits file and document collection

Stage 3

Medical and home-health evaluation

Stage 4

Medicare GUIDE screening

Stage 5

ADRC/AAA comprehensive assessment

Stage 6

Meals, transportation and daily support

Stage 7

Caregiver training and respite

Stage 8

Non-means-tested benefits audit

Stage 9

Formal screening of financially restricted programs

Stage 10

Day-30 care-gap report