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Printable checklists

These tools are designed to give families a simple starting point for paperwork, hospital visits, and waiver preparation. Check items off as you go.

Paperwork checklist

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Diagnosis records
Evaluations and assessments
Prescriptions and medication lists
Letters of medical necessity
Medicaid notices and correspondence
Denial letters
Prior authorization records
School records (IEPs, 504 plans, evaluations)
Insurance correspondence
Key contact information (specialists, agencies, care coordinators)
Upcoming deadlines noted in one place
Most recent records near the front of your files

Hospital and emergency planning sheet

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Current list of diagnoses
All medications (name, dose, frequency)
Known allergies
Names and contact info for all specialists
Medical equipment in use (ventilators, feeding tubes, etc.)
Communication needs and methods
Emergency care instructions
Discharge contacts
Insurance and Medicaid card copies
Emergency contacts (family, caregivers)
Sheet updated within the last 6 months

Benefits and waiver preparation checklist

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Recent medical records from primary care and specialists
Therapy notes (OT, PT, speech, behavioral)
Functional assessments
School documents (IEP, evaluations, reports)
Financial and income eligibility paperwork
Names and contact info of current providers
Prior Medicaid or waiver correspondence
Confirmed whether there is an application, interest list, or waitlist
Confirmed whether a separate screening step is required
Notes on deadlines or re-application dates

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