Branded handouts

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For presentations, prospect packets, support in the field

Exclusive for our newsletter customers
Your monthly newsletter comes with an online archive of past issues, over 400 articles on a wide variety of subjects. In response to customer requests, we have assembled a variety of single-topic handouts that consist of three articles on the subject to help you:

  • demonstrate your expertise
  • ease family caregiver worries
  • close the sale

As we do with your monthly printready .pdf, we brand this handout with your name, logo, company colors and contact information. You get the .pdf file and for as long as you license the newsletter, can print out an unlimited number of hard copies.


  • A one-time fee of $300 during the life of your newsletter license will give you self-serve access to a handout module on your newsletter website so you can generate and download the .pdfs whenever you need them.
  • Custom programming can be arranged for those who wish to have a page so the branded handouts can be immediately downloadable by others (staff, the public).

Download sample handouts from these categories:

Family Caregiving

When a loved one needs help
Ideal as an initial descriptive piece—especially if you are using our “10 Warning Signs Your Parent May Need Help” PowerPoint—this handout encourages family members to look for the signs outlined by the Administration on Aging, get an assessment, determine which of the many support services are needed and then realistically assess their abilities to do all that is needed. The focus is on creating a team of knowledgeable professionals with a care manager (you!) to recommend and coordinate the best and most appropriate services.

  • 10 warning signs
  • What help is needed?
  • Getting realistic. Creating a team.


When your parent says “I don’t need help!”
Family caregivers want your services but often they are stymied by a loved one who does not agree that help is needed. Demonstrate your sensitivity about the challenge and help families get past this obstacle. This handout offers insights about possible sources of resistance and ways the family member might approach the situation with empathy and applying motivational interview techniques to achieve collaboration. It also helps you make the case about your abilities to gain acceptance even with the most seemingly recalcitrant clients.

  • “I don’t need help!”
  • Cost and control
  • Privacy and pride


Caring from a distance
In about 1:7 cases, family members live an hour or more away from a relative in need of help. Feelings of frustration, guilt and powerlessness run high. These family caregivers have particular needs for local professionals to be their eyes and ears. They probably make up a larger than usual proportion of your inquiries. Speak directly to the concerns of long distance caregivers by pairing this handout with “10 warning signs” and “I don’t need help!”

  • Four long-distance strategies (stay in touch; arrange for local help; plan ahead; keep documents in one place.)
  • Easing the disruption of travel
  • Visits: More than just business


Conquering guilt. Becoming resilient
Guilt is nearly always the constant companion of family caregivers. No matter how much they do, they often feel they should be doing more. They typically have many responsibilities in addition to caring for an aging relative. Crises and conflicting demands can’t be completely eliminated, but this handout helps you present the case for resilience and learning to set appropriate and loving boundaries.

  • The resilient family caregiver
  • Too much empathy?
  • Setting limits, nicely


Changing your mind about stress
Drawing upon the recommendations of the Mayo Clinic, we divide stressors into those that cannot be controlled and therefore call for an “adapt and accept” strategy, those that may be altered, and those for which wise avoidance of the problem may be the best solution. We also offer tips for coping with the all-too-common distress of feeling powerless and not knowing what’s going to happen next.

  • When circumstances are beyond your control
  • Working smarter
  • Living with uncertainty


Avoiding burnout
Many people wear their stress like a badge of honor. But chronic, unrelenting stress can lead to a much more serious condition: Burnout. This has significant consequences for both the family caregiver and the person in need of care. If you are working with a family member in danger of burning out, this handout will help you in make the case for why they need to implement changes and how they can arrange to take breaks.

  • Stress vs. burnout
  • Preventing burnout
  • Take a break: Options for respite


Common caregiving emotions: Worry, anger, negativity
Family caregiving is stressful not only because of the extra time and work involved, but also because of the intense emotions that often come to the fore. This handout provides insights about ways to reframe emotional responses, as well as cognitive behavioral approaches to prevent or manage strong feelings so they don’t hijack the caregiver’s daily life.

  • Curbing your negative thinking
  • “Sometimes I feel furious!”
  • When worrying doesn’t stop


Staying positive
One of the best ways to curb negative emotions is to consciously cultivate the positive. This can be incredibly difficult for some people. They are hard-wired to what might be called a low happiness set-point. This handout offers practical skills and insights to help family caregivers take small steps and avoid the common “change-back” pitfalls of those seeking to bring more levity and gratification to their caregiving.

  • Adding humor to caregiving
  • The habit of happiness
  • Focus on the rewards of caregiving


Managing money
Unpaid bills, utility shut-offs or spending sprees are often the first signs that something is amiss. Even if there is no dementia involved, managing finances is something an at-a-distance family member can take on to ease the stresses of their loved one, or of a nearby sibling who is the primary caregiver. This handout provides an overview about the paperwork involved and the various services that might be of assistance. It also makes suggestions about ways to ease into this sensitive topic with a loved one.

  • What you need to know
  • Tips and helpful tools
  • Starting the conversation


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Health Care Planning

Unlike our other handouts, this set is written to the person who is preparing their own advance directive. (Your clients will find this useful. Family caregivers themselves might even take the discussion as an opportunity to get their own paperwork in order!)


For states WITHOUT a POLST (or MOST or MOLST…)
This handout gives an overview of the documents at play in an end-of-life situation. It guides the reader through the process of making decisions ahead of time, including the choice of a proxy decision maker. It also gives people chosen to be proxies some quick tips about what to do to prepare for the role and then again what to do if/when they “get the call.”

  • The advance directive
  • Choosing a decision maker
  • If you are chosen


For states WITH a POLST (or MOST or MOLST…)
Empowering our clients and patients so their wishes are followed is a bedrock of quality care. The advance directive is the first step. It outlines a general approach and names a proxy decision maker. Many states have added a new document for emergency medical personnel that is succinct and very specific. Some call it a POLST, others a MOST. We can brand the handout to whatever the document is called in your state.

  • The advance directive
  • Choosing a decision maker
  • The POLST
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Fall Prevention

Preventing falls
For those who are at risk of falling, this handout provides family members with an overview of the issues, the risk factors and the importance of getting a fall risk assessment. It also talks about things that can be done to remove hazards around the house and to proactively regain balance by participating in easy, proven balance exercises.

  • Maintaining balance
  • A home safety review
  • Balance exercises


Independence: Staying mobile on your feet
Those with more complicated mobility problems often need special support because they become so fearful of falling that they ill-advisedly stay away from the very activities that could help them reduce the chance of another tumble. Help families work with their loved ones to overcome fear, and even the stigma of using a walker if need be.

  • Start a safe walking routine
  • When dad resists a walker
  • If Mom is afraid of falling again



Osteoporosis: Strengthen bones. Prevent falls

Every year, about 2 million people over age 50 break a bone because of osteoporosis. For those who break a hip, 25% will need some form of assistance long-term. It’s never too late to start strengthening bones. And simple prevention strategies can reduce the likelihood or severity of a fall.  May is National Osteoporosis Month. September 22 is Fall Prevention Awareness Day. Help your community and help yourself with an educational campaign on this topic.

  • Signs of osteoporosis
  • What you can do
  • Addressing the risk of a fall
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There is no doubt that memory loss conditions are often the driving force behind a call for your services. If not the primary reason, they may come along with the territory as time progresses. Dementia can certainly be distressing for the person who has it. But it is the family caregivers who need support to adapt to the challenges of each stage. Here are handouts to help you help them.


Living with early-stage dementia
Frightening as cognitive impairment might be, it’s easy for family members to go overboard and inappropriately treat their loved one as incapable. Certainly there are tasks to complete before the condition gets worse. But this document makes it clear that there is much their loved one can still do, and needs to be given the autonomy to make decisions until it becomes clear that that is no longer the wisest course of action.

  • Balancing safety and independence
  • Dementia and advance care planning
  • The ability to make decisions


Living with mid-stage dementia
At the middle stage, activities of daily living begin to be impaired. Power struggles are common for even the simplest tasks. There are strategies, however, to reduce conflict and make daily life smoother. (Consider also the handouts on wandering and difficult situations. These, too, become problematic during the middle stage of a dementing condition.)

  • Avoiding the “war of the wardrobe”
  • Mealtime and dementia
  • Bathing and dementia


Living with late-stage dementia
In the late stage, independent living is long gone. The person needs 24/7 support. For family members, the most distressing aspect can be the loss of language. If they aren’t involved in daily care, it can be difficult to know what to do to interact. This handout offers tips for positive nonverbal exchanges. It also assists family members to surmise when a loved one is in pain and needs attention since the person with dementia often cannot express their suffering or discomfort in words.

  • Visits and meaningful activities
  • Music: The universal language
  • Nonverbal signs of pain


Living with final-stage dementia
As a person with dementia nears death, they are subject to frequent infections. The role of the family caregiver is to do what is possible to reduce the chance of infection, and to keep their loved one as comfortable and pain free as possible. That includes physical comfort as well as mental comfort. Hallucinations, for instance, are common towards the end. This handout offers tips for shifting the focus if the hallucinations are distressing, or learning to “join the story” if they are harmless.

  • Dad can’t brush his teeth
  • Frequent infections
  • Hallucinations


Difficult situations
Emotional outbursts and irrational behaviors are some of the most stressful elements for family members caring for a loved one with dementia. This handout is ideal for support groups or a presentation, as well as direct family education, covering the basic strategies proven to help family members cope and bring their relative back to a state of calm and comfort.

  • Embarrassing behaviors
  • Distraction techniques
  • “Lie to my mom?”


Wandering is a hallmark of dementia, and one of the scariest prospects for family caregivers. Fortunately there are ways to minimize the chance of wandering and to increase the chance of a quick return. For instance, families are surprised to realize that people with dementia often wander because they are bored! Use this handout for direct family education, or to showcase your expertise at a support group or a community presentation on the subject.

  • How to discourage wandering
  • Preparing for a safe return
  • Engaging activities
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Before going to the hospital
For hospitalizations that are planned, there is much you can do to help family members prepare. Certainly reviewing the ratings of the hospital choices is a way for you to decide together about the options (or at least be forewarned about key areas of concern if there isn’t a choice). You also bring value by discussing the recovery period and helping them prepare ahead of time. And then, of course, providing support in case they do have to step in as proxy decision maker.

  • Choosing a hospital? Look to the stars.
  • Preparing for a hospital stay
  • If you are a health care proxy


During a hospitalization
Families often feel powerless during a loved one’s hospital stay. The evidence suggests, however, that there are many ways  they can actively participate in promoting a solid and speedy discharge. From helping the patient to walk frequently, to supporting an uninterrupted night’s sleep as appropriate, you can use this handout to give them the knowledge and tools they need to become a contributing member of the health care team.

  • Walking your way out of the hospital
  • Keeping a clear mind
  • Advocating for a good night’s sleep


Coming home from the hospital
Care transition studies emphasize that there is much that can be done by those at home to bolster a strong recovery and reduce the chance of a readmission. Use this handout for families, but also as a gift to discharge planners and referring physicians. It demonstrates your ability to be a team player. It can also serve as a reminder of the steps you will be taking to do your part to make for a seamless transition.

  • Making the transition home
  • Medication review
  • The post-discharge appointment
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Common Medical Conditions

Preventing Cold and Flu
Timely vaccination (October) and simple precautions can go a long way toward protecting your clients from these highly contagious wintertime diseases. Sometimes it’s as easy as buying Kleenex and other supplies before the season hits so as to avoid the more than 40% of sick individuals who go shopping after they get the bug.

  • Preparing ahead of time
  • It’s flu season
  • Preventing pneumonia



Living with COPD
November is COPD Awareness month. COPD is one of the top five “revolving door” diagnoses. You can demonstrate your partnership with hospitals and physicians—not to mention assist your clients in remaining as stable as possible—by highlighting your ability to help reduce preventable readmissions.

  • Preventing flare-ups
  • COPD warning signs
  • Sing a song for COPD



Living with Heart Failure
February is American Heart Month. Give your hospital and physician referrers a valentine by providing this handout designed to assist families in doing their part to reduce readmissions. From daily monitoring of warning signs to daily lifestyle strategies that improve quality of life, you become a partner in managing this revolving door condition.

  • Avoiding crises with heart failure
  • Addressing fatigue
  • Avoiding salt



Osteoporosis: Strengthen bones. Prevent falls

Every year, about 2 million people over age 50 break a bone because of osteoporosis. For those who break a hip, 25% will need some form of assistance long-term. It’s never too late to start strengthening bones. And simple prevention strategies can reduce the likelihood or severity of a fall.  May is National Osteoporosis Month. September 22 is Fall Prevention Awareness Day. Help your community and help yourself with an educational campaign on this topic.

  • Signs of osteoporosis
  • What you can do
  • Addressing the risk of a fall


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