Quick Guides, Checklists, & Other Materials
Triage Health's free Quick Guides, Checklists, Worksheets, and other materials offer legal and practical education about health insurance, finances and financial toxicity, cancer and work, disability insurance, estate planning and medical decision making, and much more. These materials are helpful to anyone with a chronic illness or serious medical condition, or anyone who wants to learn about their rights.
Browse Materials
Order Free Bulk Materials
You can view our educational materials online or print them out. If you are a health care professional interested in ordering free, bulk copies of our resources please complete our materials order form. Materials are mailed directly to you at no cost!
Flyers & Postcards
Our flyers are particularly useful if you are a health care professional, or individual interested in sharing information about Triage Health with your community. Download or print our Webinar, Conference, and Insurance & Finance Intensive flyers with the schedule of our upcoming events; postcards for CancerFinances.org and our animated videos; and more.
Practical Guides
Triage Health's comprehensive Practical Guides introduce you to the health care rights law topics that most people encounter in some way after a medical diagnosis. Health care rights laws include a number of separate areas of law, including employment, insurance, government benefits, consumer rights, and estate planning.
Disability Insurance
If you have been diagnosed with a chronic illness or serious medical condition and are undergoing treatment, you may find that you are no longer able to work and earn a living the same way that you were before your diagnosis. These Quick Guides will explain the different kinds of disability insurance, when benefits will start, tips for applying and appealing denials of coverage, and things to consider when you are getting disability benefits.
- Quick Guide to Disability Insurance
- Quick Guide to State Disability Insurance
- Quick Guide to the Timing of Social Security Disability Insurance & Medicare Benefits
- Quick Guide to Navigating SSDI & SSI
- Quick Guide to Long-Term Disability Insurance
- Quick Guide to Supplemental Security Income (SSI)
- Quick Guide to Transitioning Off SSDI & SSI Benefits
- Quick Guide to Taxes and Disability & Retirement Benefits
- Quick Guide to Social Security Benefits for Family Members
- Quick Guide to Crowdfunding
- Checklist to Camps & Adventures
- Checklist For Health Care Professionals: When Your Patients are Considering Disability Insurance
- Quick Guide to Disability Benefits for Children
Estate Planning
These Quick Guides and Checklists will help you understand and complete the legal documents that can make up an estate plan, including wills, trusts, advance health care directives, and powers of attorney for financial affairs.
- Quick Guide to Estate Planning
- Quick Guide to Estate Planning for Dementia
- Quick Guide to Advance Health Care Directives
- Quick Guide to Life Insurance
- Quick Guide to Planning for Your Pets
- Checklist: Getting Organized
- Checklist: Planning Ahead for Minor Children
- Checklist: When a Family Member Dies
- Checklist: When Children Turn 18
- Quick Guide to Legal Assistance
- Quick Guide to the Duties of an Executor
- Quick Guide to Elder Care
- Quick Guide to Long-Term Care Insurance
Finances
Health care is expensive. These materials will teach you about avoiding financial toxicity, managing debt, paying for prescriptions, finding financial help, and more.
- Quick Guide to Managing Debt
- Quick Guide to Managing Medical Bills
- Quick Guide to Getting & Paying for Prescription Drugs
- Quick Guide to Managing Student Loans
- Quick Guide to Taxes and Disability & Retirement Benefits
- Quick Guide to Charity Care Programs
- Quick Guide to Crowdfunding
- Quick Guide to Bankruptcy
- Quick Guide to Accessing Mental Health Care
- Checklist: Finding Financial Help
- Medical Bill Tracker
- Financial Big Picture
Health Insurance
Understanding how to choose and use your health insurance is important to access care and manage your finances, especially after being diagnosed with a serious medical condition. These Quick Guides, Checklists, and Worksheets, will get you started on the right path!
Choosing & Navigating Health Insurance
- Quick Guide to Health Insurance Basics
- Quick Guide to Health Insurance Options
- Health Insurance Comparison Worksheet
- Health Insurance Comparison Worksheet – Spanish
- Quick Guide to Health Insurance Marketplaces
- Status of State Health Insurance Marketplaces
- Quick Guide to High Deductible Health Plans, HSAs, & FSAs
- Quick Guide to Pre-Authorizations for Individual & Employer-Sponsored Health Insurance
- Quick Guide to Which Insurance Plan Pays First
- Checklist: Using Health Insurance
- Quick Guide to Military Insurance
- Quick Guide to Health Care Rights of Immigrants
- Quick Guide to Navigating Health Insurance When Moving
- Quick Guide to Accessing Medical Records
- Quick Guide to Accessing Mental Health Care
- Quick Guide to Understanding Hospice Care
- Quick Guide to Health Care Options when Uninsured
Options When Losing Insurance at Work
Appeals
- Quick Guide to Appeals for Employer-Sponsored & Individual Health Insurance
- Health Insurance Appeals Tracking Form
- Health Insurance Appeals Tracking Form – Spanish
Medicaid
Medicare
These free materials will teach you about the different parts of Medicare, how to pay for it, how to pick a plan that best meets your needs, enrollment periods, and more!
- Quick Guide to Medicare
- Extended Quick Guide to Medicare
- Medicare Plan Comparison Worksheet
- Medicare Plan Comparison Worksheet – Spanish
- Quick Guide to Medicare Enrollment Periods
- Quick Guide to Medicare Savings Programs
- Quick Guide to Medigap Plans
- Quick Guide to Medicare Part D
- Quick Guide to How Medicare & COBRA Work Together
- Quick Guide to the Timing of Social Security Disability Insurance & Medicare Benefits
Work & Illness
Wondering how to work through treatment or take time off and pay for it? How to navigate the workplace after a chronic illness or serious medical diagnosis, or what you have to tell an employer about your medical condition? Are you a caregiver? These Quick Guides and Checklists will teach you about the laws designed to protect you, and how to use them most effectively.
Americans with Disabilities Act (ADA)
- Quick Guide to the Americans with Disabilities Act (ADA)
- Quick Guide to the ADA & Reasonable Accommodations
- Quick Guide to Managing Side Effects at Work
- Checklist: Reasonable Accommodations
- Reasonable Accommodation Tracking Sheet – TH
- Quick Guide to “Chemo Brain”
Family & Medical Leave Act (FMLA)
Disclosure, Paid Leave, & Other Topics
- Quick Guide to Disclosure, Privacy, and Medical Certification
- Quick Guide to State Paid Family Leave Programs
- Quick Guide to Returning to Work
- Quick Guide to Leaving Work
- Checklist to Making the Most of Employee Benefits During Open Enrollment
- Checklist to Employee Benefits During a Job Search
- Quick Guide to Caregiving
Other Health-Related Legal Topics
Individuals diagnosed with a chronic illness or serious medical condition and their caregivers may face a number of legal and practical issues in areas like housing, education, genetics, fertility preservation, and medical marijuana, among other topics. We also have dedicated information for members of the LGBTQ+ community, and veterans.
Quick Guides
- Quick Guide to Accessing Mental Health Care
- Quick Guide to Accessing Resources in the Hospital
- Quick Guide to Cancer-Related LGBTQ+ Rights
- Quick Guide to Caregiving
- Quick Guide to Clinical Trials
- Quick Guide to Medicaid Coverage of Clinical Trials
- Quick Guide to Education Rights and Financial Help
- Quick Guide to Fertility Preservation
- Quick Guide to Genetic Discrimination
- Quick Guide to Housing Accommodations & Modifications
- Quick Guide to Legal Assistance
- Quick Guide to Managing Student Loans
- Quick Guide to Medical Marijuana
- Quick Guide to Stress Management
- Quick Guide to Understanding Hospice Care
- Quick Guide to Veterans Resources
- Quick Guide to Voting Rights