Free Health Tools
Be Proactive. Not Reactive. Free tools to keep your health information ready, plan ahead, and speak up for yourself and the people you care for. Every form includes Tru-Tips: practical advice from 30+ years in healthcare.
View opens a sheet right in your browser. Download saves it to your phone or computer. No checkout, no account, no email needed. Every form is fillable: to type into one, tap Download, then open it in a free app like Adobe Acrobat Reader, fill it in, and save. (View is read-only.) You can also print it and fill it in by hand.
NEW EVERY MONTH
Tru-Insights
The free monthly guide from SynquUp™: this month’s health topics and plain-language next steps.
Read this month’s issueDownload PDFInsurance & Coverage Kit
Compare plans, choose your Medicare path, get approvals moving, and fight a denial. For open enrollment, turning 65, or any time.
Open Enrollment Checklist NEWFillable PDF · 2 pages · Medicare, employer, Marketplace, Medicaid
Medicare Path Checklist NEWFillable PDF · 2 pages · Original Medicare + Medigap + Part D vs. Medicare Advantage, the 80/20, turning 65
Plan Comparison Sheet NEWFillable PDF · 3 pages · doctors, medicines, hospitals, services, total yearly cost
Be Proactive Health Record Kit
Keep your medicines, allergies, and health history ready when it matters.
Emergency Medical SummaryFillable PDF · 3 pages · code status, allergies, medicines, contacts
Care Team List NEWFillable PDF · 2 pages · doctors, specialists, hospitals, pharmacies, services
Hospital Stay & Recovery Kit
Get ready for a hospital stay, know your rights, leave with a clear plan, and recover safely at home.
Hospital Discharge ChecklistFillable PDF · 2 pages · observation status, Medicare rights
Cancer Treatment Planning Kit
Ask the right questions, get approvals moving, know when to call, and stay organized through every cycle.
Cancer Financial Assistance NEWFillable PDF · 2 pages · medicine costs, bills, rides, application tracker
Aging & Caregiving Planning Kit
Plan ahead, stay safe at home, protect yourself from scams, and share the load with the people who help you.
Healthcare Decision Authority NEWFillable PDF · 2 pages · who speaks for you, your documents, your wishes
Pets & Home Plan NEWFillable PDF · 2 pages · pets, keys, bills, and coming home from the hospital
Staying Ahead Health Kit
Plan your preventive care, get organized after a new diagnosis, and keep your records in order.
These tools are for education and personal organization. They are not medical or legal advice. In an emergency, call 911.