Free resources
Free tools for senior-care operators
Battle-tested checklists, templates, and guides, all free, no fluff. Built from the questions our customers ask us most.
Compliance · PDF · 12 pages
HIPAA Compliance Checklist for Senior Living
12-page printable worksheet covering every HIPAA safeguard a senior-care facility needs to audit annually.
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Clinical · Excel · 26 sheets
MDS 3.0 Audit Prep Worksheet
Excel template that maps every MDS 3.0 section to a coordinator checklist. Used by 200+ skilled-nursing facilities for quarterly submission prep.
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Family Engagement · Word + Markdown · 25 templates
Family Communication Template Pack
25 ready-to-customize message templates for the most common family-communication scenarios — from daily updates to difficult conversations.
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