Document Templates

Access and save document templates including resource guides, contact forms, and policy documents. For your privacy, please do not upload personal health information.

Template Library

Start with helpful templates for service requests, medical records, education planning, and care coordination. Open in a new tab to view or copy to your documents and customize.

service request

ADA Accommodation Request Letter

Template to request accommodations at work, school, or in public spaces under the ADA

education plan

IEP Meeting Prep Checklist

Get ready for IEP meetings with goals, questions, accommodations, and notes

medical records

Medical Records Request Letter

HIPAA-compliant template for requesting your medical records from healthcare providers

legal document

Disability Rights Advocacy Letter

Template for writing letters to organizations, providers, or agencies about disability rights

legal document

SSDI Application Checklist

Step-by-step checklist for applying for Social Security Disability Insurance

legal document

SSI Application Guide

Guide for applying for Supplemental Security Income benefits

legal document

Medicaid Application Guide

Navigate the Medicaid application process with this comprehensive guide

legal document

Financial Assistance Application Tracker

Track multiple benefit applications and their status in one place

medical records

Medical Appointment Preparation Worksheet

Organize your symptoms, questions, and medical history before appointments

medical records

Medication List and Schedule

Keep track of all medications, dosages, and schedules

medical records

Healthcare Provider Contact Sheet

Centralized list of all your healthcare providers and emergency contacts

medical records

Medical Records Tracker

Organize appointments, medications, diagnoses, test results, and doctor contact info

medical records

Therapy Session Tracker

Record therapy progress, exercises, notes, and improvements over time

care plan

Daily Care & Support Plan

Track daily routines, medications, therapies, appointments, and caregiver responsibilities

care plan

Caregiver Resource Planning Guide

Comprehensive guide for family caregivers to plan and organize care

legal document

FMLA Request Template

Template for requesting Family Medical Leave Act time off

care plan

Emergency Care Plan

Essential information for emergency caregivers and first responders

education plan

Section 504 Plan Request Letter

Request educational accommodations under Section 504

service request

Workplace Accommodation Request

Request reasonable workplace accommodations from your employer

service request

Vocational Rehabilitation Checklist

Guide to accessing vocational rehabilitation services

service request

Housing Accessibility Modification Request

Request accessibility modifications to your rental or purchased home

service request

Transportation Services Application Guide

Apply for accessible transportation services in your area

legal document

Special Needs Trust Information Guide

Understand special needs trusts and how they protect benefits

legal document

Healthcare Power of Attorney Guide

Information about designating healthcare decision-makers

legal document

ABLE Account Setup Guide

Open an ABLE account to save money without losing benefits