Older adult and caregiver reviewing healthcare educational information together

RESOURCE LIBRARY

Free Guides, Tools & Educational Materials

Everything you need to navigate Medicare, PACE, and caregiving — organized by topic and audience. All resources are free to download or request.

18+Free resources
6Topic categories
6States served
FreeAlways
PDF Guide

Medicare Basics Guide

A plain-language overview of Medicare Parts A, B, C, and D — what each covers, typical costs, and how to enroll. Ideal for newly eligible beneficiaries and their families.

Seniors & Caregivers12 pages · Updated July 2026
Worksheet

Medicare Plan Comparison Worksheet

A fillable worksheet to compare Original Medicare vs. Medicare Advantage plans side by side — premiums, deductibles, network, and drug coverage.

Seniors & Caregivers4 pages · Updated June 2026
PDF Guide

PACE Program Overview

A comprehensive introduction to the Program of All-inclusive Care for the Elderly — how it works, what it covers, and why it may be the right fit for dual-eligible seniors.

Seniors, Caregivers & Providers8 pages · Updated July 2026
Checklist

PACE Eligibility Checklist

A simple checklist to help seniors, caregivers, and providers quickly assess whether someone may qualify for PACE based on age, Medicaid/Medicare status, and care needs.

Seniors, Caregivers & Providers2 pages · Updated July 2026
Self-Assessment

Caregiver Burnout Self-Assessment

A short self-assessment tool to help family caregivers recognize the early signs of burnout and identify concrete next steps — including available Medicare and Medicaid benefits.

Caregivers3 pages · Updated May 2026
Reference Guide

Caregiver Benefits Navigator

A state-by-state guide to caregiver support benefits available through Medicare, Medicaid, and state programs — respite care, training, and financial assistance.

Caregivers16 pages · Updated June 2026
Quick Guide

Provider Referral Quick Guide

A one-page reference for physicians, social workers, and discharge planners on how to refer patients to HarborNu for Medicare counseling and PACE assessment.

Healthcare Providers1 page · Updated July 2026
Clinical Reference

PACE Clinical Criteria Reference

A clinical reference sheet summarizing PACE eligibility criteria, nursing-home-level-of-care standards, and documentation requirements for referring providers.

Healthcare Providers2 pages · Updated June 2026
Overview

Agency Partnership Overview

An overview of HarborNu's agency partnership model — PACE referral pipelines, staff training, co-marketing opportunities, and how to get started.

Agencies6 pages · Updated July 2026
Training Module

Staff Training: Medicare & PACE Fundamentals

A training module for home care and agency staff covering Medicare basics, PACE eligibility, and how to identify clients who may benefit from a HarborNu referral.

Agencies20 pages · Updated May 2026
Checklist

Annual Enrollment Period Checklist

Step-by-step guidance for reviewing and updating Medicare coverage during the October 15 – December 7 Annual Enrollment Period. Includes a plan comparison checklist.

Seniors & Caregivers3 pages · Updated July 2026
PDF Guide

Special Enrollment Period Guide

A guide to qualifying life events that trigger a Special Enrollment Period — moving, losing coverage, and other circumstances that allow plan changes outside of AEP.

Seniors & Caregivers5 pages · Updated April 2026
PDF Guide

Caregiver Self-Care

Practical strategies to protect your own health and well-being while caring for a loved one — rest, boundaries, and sustainable routines.

Caregivers6 pages · Updated September 2026
Reference Guide

Medicare & Benefits Navigation

Understand what Medicare covers for your loved one and how to maximize their benefits — Parts A, B, C, D, and supplemental options explained for caregivers.

Caregivers & Seniors8 pages · Updated September 2026
PDF Guide

Home Care Planning

Tools and guidance for coordinating safe, effective care in the home environment — scheduling, safety assessments, and working with home care professionals.

Caregivers7 pages · Updated September 2026
Reference Guide

Community Support Services

Connect with local programs, senior centers, and community organizations in your area — transportation, meal delivery, respite care, and more.

Caregivers5 pages · Updated September 2026
PDF Guide

Legal & Financial Planning

Navigate the legal and financial aspects of caregiving with confidence — power of attorney, advance directives, benefit eligibility, and financial assistance programs.

Caregivers9 pages · Updated September 2026
PDF Guide

Emotional Support

Caregiving takes an emotional toll. Find support groups, counseling resources, and peer connections to help you sustain your role without losing yourself.

Caregivers4 pages · Updated September 2026

CAN'T FIND WHAT YOU NEED?

Request A Specific Resource Or Guide

Our team creates new materials regularly. If you're looking for something specific — a state-specific benefit guide, a training module for your staff, or a topic we haven't covered — let us know.

  • All resources are completely free
  • Available in English and Spanish on request
  • New materials added regularly
  • State-specific guides available for PA, VA, FL, CO, CA & NM
  • Custom training modules for agencies and provider teams

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