Add to your safety net of care with our PFE checklist guides.

  • Low-cost, turnkey subscription 

  • Brand as your own

  • Customize content as you wish


Nothing in life prepares patients and families to navigate health care – complex and foreign territory.

Approximately 60 million people in the US support care for loved ones suffering a chronic medical condition. Millions more sit bedside with a loved one for acute care.

          • Most of these patient Care Partners have no training for this important role, but do their best to “figure it out” among many other demands of everyday life.

          • With well-intentioned but spotty training, patients may not be consistenly supported after discharge, resulting in preventable readmisisons.

Solution: Mentor and model quality care practices

Subscribe to our simple, friendly guides to share with your patients and their families.

  • Brand these as your own and customize as you wish!

  •  Turnkey PFE that literally puts everyone “on the same page” for patient-centered care.

How to Prepare for a Hospital Stay

Handy fillable forms to record critical details for the hospital stay:

  • RX medication record (all details)
  • Non-RX medication record
  • Vaccine record (all)
  • Care providers: names, roles, contact info, portal logins
  • Important documents to keep at finger tips

Also, lists of other resources:

  • Professional Patient Advocate directory websites
  • Other useful patient-centered websites
  • Practical books on navigating health care


How to Track Important Details During a Hospital Stay

A handy fillable form to help patients/their Care Partners keep track of important details:

  • Daily Care Notes, a fillable form for capturing:
    • The plan of care
    • Patients’ goals
    • Patients’ questions
    • Doctors’ responses
    • Medications started and stopped, and why
    • Tests ordered, why, when scheduled, results and implications
    • Names, contact info for treating physicians
  • Care Partner to-do checklist to support loved one on a typical day of a hospital stay

How to Plan for Surgery and Recovery

Checklists covering: 

  • Questions to ask to confirm whether surgery is the right choice/not
  • Questions to ask  before surgery (once decision is made)
  • How to  prepare for a planned surgery
  • What to do at the hospital the day of surgery
  • How to help your loved one recover from surgery
  • When and how to call for extra care if trouble or concerns arise during recovery


How to Support Pregnancy, Childbirth and Recovery

Care Partner checklists and forms for each of 3 stages:

  • Pregnancy
  • Childbirth
  • Post-partum recovery

Covering for each stage:

  • Risks and concerns
  • Care Partner “to-do’s” to support safe care and mitigate risks
  • Signs of trouble
  • When to get medical attention for the mother 

How to Navigate Special Care Circumstances

  • How to help a  loved one suffering from dementia, anxiety or other special needs cope with ED care
  • How to support a loved one’s care from afar

How to Help Support Safe Care: Hospital and Home

Every checklist includes sections on:

  • Concerns/risk factors
  • Step-by-step, how to prevent
  • Warning symptoms, signs of trouble
  • When to get a nurse, medical attention

For each of these complications:

  • “Superbug” Infections (MRSA, VRE)
  • C. diff infection
  • Bloodstream infection (CLABSI/sepsis)
  • DVT and blood clots (PE)
  • Medication mix-ups
  • Falls
  • Pressure ulcers
  • Ventilator Associated Pneumonia (VAP)
  • Catheter Associated Urinary Tract Infection (CAUTI)

How to Plan for Post-Discharge Care

Checklists and forms to help prepare for transition to home (or other), beginning Day 1 of hospital stay:

  • Topics to cover in the discharge conversation
  • Medical needs anticipated, with specific people named to help (in a fillable form)
  • Discharge medication record form
  • Equipment needs
  • Daily living needs and who will help (fillable form)
  • Safety-proofing the home and who will help (fillable form)

How to Monitor Recovery Post Discharge

Fillable form to pro-actively monitor recovery and obtain medical care before an emergency may arise:

  • Process for  checking in with loved one every day
  • Signs of trouble
  • When/how to see a doctor

Note: This form is ideal for customizing with any hospital help-line numbers, addresses of local immediate care centers, emergency telehealth resources or any other support resources for medical care.


How to Gather Information for Care Decisions

  • Questions to ask for every diagnosis and treatment option offered
  • How to solicit a 2nd/3d opinion

Coming in 2022: Checklists and Forms in Development

Subscribers are entitled to receive  new checklists and forms as soon as they are developed by our content task force of professional patient advocates, many of whom are nurses.

Our agenda for 2022-23 includes checklists (and/or fillable forms) on the following topics

  • How to vet assisted living, memory care, and long term care for quality and safety of care for a loved one
  • How to monitor the safety and quality of a loved one’s care in assisted living, memory and long-term care
  • How to prepare for and get the most value out of brief doctor appointments
  • How to prepare for and get the most out of telehealth meetings with doctors
  • How to choose someone as a health care agent/proxy to represent your needs, values and wishes.
  • What is informed consent? How to understand and feel comfortable with Informed Consent documents

Simple messaging, friendly tone, helpful tools

All content is written at the 6th grade literacy level or below and formatted in”bite-size” sections for ease of use.  The friendly, conversational tone puts patients and families at ease.  Simple,  practical “hands on” tools, such as this fillable medication record, are also included.


Multiple uses,
multiple formats

Print handouts
Website content and SEO
Patient portal information
Social media shares
Newsletter content
Clinical training
Video content/TV channel content
Patient packets
Pre-admisison/LTC  emails/education
Pre-Transplant and ortho education


Reviewed: clinicians and subject matter experts 

Providence Hospital
Univ. of Chicago
Northwestern Medical
Stanford Hospital
Mountain Pacific Quality Health
The Patient Safety Movement Foundation


Turnkey PFE:
efficient and economical

Save staff time for PFE content development

Brand as your own

Customizable – may edit

Fillable PDF’s for patient notes

Included: New content from The Care Partner Project as developed

Commuity presentations

Fulfill CMS PFE Goals!

Content that conforms to quality standards in patient centered care:

AMA Literacy guidelines

AHRQ Engagement Guidelines

Medicare Engagement Goals

NQF Patient Safety Guidelines

QSEN Core Competencies


Meaningful Use

Joint Commission “Speak up” Campaign

The Moore Foundation Engagement Roadmap

Common thread to all user feedback: peace of mind.

Increase health care literacy and skills

“I am more likely  to ask questions.”

“I have more confidence in myself [as a Care Partner to loved one.]”

“My husband is fighting terminal cancer.  I don’t feel so scared and not able to help him.”

Build trusting relationships

“I appreciate my hospital giving me this information.”

“I have more confidence in my hospital [for sharing checklist info.]

“[Checklists] give me peace of mind.”

Expand safety net of care

“Will help me better support my mother.”

“So useful as a caregiver whose parent is going to the hospital so often, and as a professional who helps caregivers with information all day long.”

Where will your subscription fees go?

All subscription fees support our services and programs for patients and families.

Research and development of additional Checklist Guides, which we share with subscribers for the life of  their subscriptions.

Our Care Partner Advocate Fund for professional advocacy support for underserved patients with  complex health care challenges. 


Community Education program, currently covering 40 markets, with educators and lively presentations on the “how-to’s” of  navigating health care.

The Care Partner Project is a 501c3 non-profit, Gold-rated by GuideStar. 

Sharing is Caring ❤

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