For providers supporting adults in treatment and recovery. Choose the situation you are working on. Each guide pairs staff instructions with resources a person can read, save or take home.
Free to access. No account or email required. Use these optional organizers alongside your service’s existing care procedures. Choose one task, help the person keep a usable copy, and use their feedback to improve the next handoff.
For: Admissions, benefits, billing and care-coordination staff
Separate estimates, coverage answers and bills, then name the next question and who will help answer it.
What the person can keep: Cost-question worksheet, insurance call notes and payment/comparison guides.
For: Clinicians and staff supporting adults and their chosen supporters
Clarify purpose, participation and privacy questions, then record actual agreements and follow-up.
What the person can keep: Family preparation worksheet and optional supporter resources.
For: Care coordinators, peer staff, schedulers and clinicians
A respectful conversation, one owner for the unresolved barrier, and a clear next care step.
What the person can keep: Attendance worksheet and optional supporter guide.
For: Discharge planners, clinicians and care coordinators
Confirm the next visit, address practical gaps and name who follows through.
What the person can keep: One-page appointment card and full discharge guide.
For: Clinicians, care coordinators and peer staff
Prepare chosen contacts and a backup alongside existing care instructions.
What the person can keep: One-page difficult-day sheet and full guide.
For: Treatment staff and peer-support staff
Choose a useful page, explain it clearly and check the saved or printed copy.
What the person can keep: Support contacts and weekly planning companions.
Offer the resource that fits the person's own next step. Keep participation optional and use their preferred format. The clinical record, consent process and treatment instructions stay in your established workflow.
Use separate patient/family and provider-staff sessions to learn what is confusing, burdensome or hard to retrieve. The prepared scenarios use fictional details. No real-user sessions or clinical outcomes have been recorded.