Care preferences
Review whether care preferences belongs in the household plan.
Fictional sampleInteractive demonstration
Chapter 13
Long-Term Care
Organize future care preferences, support people, contacts, resources, and related documents.
This is planning organization, not medical, insurance, or financial advice.
Canonical readiness
What makes up 45% readiness?
Not Applicable leaves the denominator. Review Later stays applicable and incomplete.
2completed
4applicable
0excluded
2remaining
Top gaps→ Review Casey Maple — unknown / discuss later.→ Review Casey Maple — support contact.
Manage what applies Plan Settings →
Plan setup
Chapter applicability
Applicability was set during onboarding. Review Later remains incomplete; Not Applicable is excluded from readiness.
Household discussion
Review whether household discussion belongs in the household plan.
Insurance or care resources
Review whether insurance or care resources belongs in the household plan.
Support contacts
Review whether support contacts belongs in the household plan.
Household overview
Long-Term Care overview
See who or what each record concerns, where supporting information can be found, and what needs review.
care preferencereviewed
Jordan Maple — home if feasible
- Person
- Jordan Maple
- Preferred setting
- home if feasible
- Support people
- Casey Maple, Taylor Stone
- Estate documents
- Jordan financial power of attorney
discussiondeferred
Casey Maple — unknown / discuss later
- Person
- Casey Maple
- Preferred setting
- unknown / discuss later
- Estate documents
- Casey health care proxy
resourcereviewed
Jordan Maple — resource record
- Person
- Jordan Maple
- Preferred setting
- resource record
- Support people
- Taylor Stone
- Professional contacts
- Sage Brooks
- Estate documents
- Jordan financial power of attorney
support contactmissing
Casey Maple — support contact
- Person
- Casey Maple
- Preferred setting
- support contact
- Estate documents
- Casey health care proxy
Keep the plan current
Manage care planning
Health & personal wishes
Important document references
Record whether an applicable signed or official record exists, where it is kept, and when it was confirmed. A page toggle is not a legal or medical instruction.
Jordan Maplereviewed
Health-planning reference
- Health care proxy
- Signed-document reference recorded
- Advance directive
- Document reference recorded
- Organ donation
- Household preference not yet confirmed
- Location
- Household health-planning index
Casey Mapleunknown
Health-planning reference
- Health care proxy
- Signed-document reference recorded
- Organ donation
- Official registry location should be confirmed
- Location
- Home safe reference
Know what to do next
Recommended next steps
Recommendation controls are reversible and do not change readiness.
ReviewOpen
Discuss Casey's preference
Record it when the household is ready.
- Why this appeared
- It remains Review Later.
ReviewOpen
Confirm a support person
Reconfirm who should be contacted.
- Why this appeared
- A support contact is missing.
Plan future check-ins
Chapter review
Planstead — Long-term care planning review
Review preferences, support people, resources, and related documents.