01 / Appeal
Appeal Control Room
Bring the denial, supporting records, calls and next steps into one organized appeal file.
13-page fillable PDF + separate fictional completed example.
Preview: the same evidence-inventory worksheet blank and completed, showing evidence item, date or period, what it supports, status, categories and open questions.
Explore the tool$12 · Fillable PDF
02 / Records transfer
Second-Opinion Records Organizer
Keep requested records, outgoing transfers and receiving-team confirmations together.
16-page fillable PDF + separate fictional example. Use images and pathology lanes only when the receiving center requires them.
Preview: the same 30-second dashboard blank and completed, including appointment, deadline, readiness, blocker, next action, owner and required-bundle status.
Explore the tool$19 · Fillable PDF
03 / Family coverage
Caregiver Planner
Make family coverage clearer, from the first request to the final handback.
9-page fillable PDF + separate fictional example. Optional two-page appointment companion included within the workbook.
Preview: the same accepted-commitments record blank and completed, with task ID, commitment and time, responsible person, state, history reference and next action.
Explore the tool$9 · Fillable PDF
04 / Emergency information
Family Emergency Binder
Give trusted people the information they need, with fuller details kept separately.
7 fillable worksheet pages: one quick reference + six private pages. Includes guides and a separate fictional example.
Cover preview: key contacts in a fictional PDF example.
Explore the tool$4 · Fillable PDF
05 / Bills and EOBs
Medical Bill & EOB Tracker
Keep bills, insurance explanations, follow-up events and payments connected.
Offline XLSX spreadsheet with Start, Bills, Follow-Ups and Payments tabs. Blank and fictional-example workbooks included.
Cover preview: separate payment records in a fictional spreadsheet example.
Explore the tool$6 · XLSX spreadsheet