The following checklist provides a list of questions to answer and resources to collect before your Options Counseling session:

What do you want to accomplish?

What does a staff member need to know in order to best work with you?

  • Your individual needs, values, and preferences.
  • Assistance from a friend/community member vs. a public program
  • Living Will, Health Care Proxy, name of person who you trust/authorize to speak on your behalf.

Who would you like to come with and how involved do you want them to be?

  • Spouse, family, friend, caregiver, power of attorney or designated decision maker, health care agent, etc.

What kind of role do you want to play in the decision-making process?

Who do you need to speak with before the meeting?

  • Doctor, family, caregiver, individual you are caring for, etc.

Items to gather and bring with to session (if applicable):

  • List of public/private programs you are currently a part of
  • If applying for public programs bring:
    • Identification (state ID, passport)
    • Proof of annual income/assets
    • Proof of address
    • Proof of military service or veteran's status

View Printable Checklist

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