The trackers and checklists on this site aren't meant to live in only one place. Desktop is for when you have time to sit down and think. Your phone is for the moment you're actually in — the waiting room, the intake desk, the 2am spiral. And paper is still what a lot of providers hand you and expect back. Here's how to actually use all three without losing track of anything.
These tools save everything privately in your own browser — nothing is sent to a server. That's what keeps your family's information under your control, but it also means your phone version and your desktop version don't automatically sync with each other.
If you fill something in on your phone and want it on your computer too — or the other way around — use Download Backup on the device you filled it in on, then Open Backup File on the other device. It takes thirty seconds and keeps both copies matching.
Those downloaded backup files aren't locked to this site, either — save them into your own Dropbox, Google Drive, or wherever you already keep things, and you can reopen and keep updating them from there. The tool doesn't need to be the only place your information lives.
Every time someone hands you a piece of paper — a discharge summary, an intake form, a note from a teacher — take a photo of it before it disappears into a stack somewhere. Save those photos into one cloud folder dedicated to this, the same way you'd organize a "Case Files" folder on your phone's home screen. Dropbox and Google Drive both work fine — use whichever one you already have.
This isn't a replacement for the tools on this site or for your physical binder. It's a third safety net: if a paper gets lost, a laptop dies, or a browser gets cleared, you still have a photo of the original sitting somewhere separate.
Insurance forms, legal documents, and intake paperwork often carry a Social Security number, an insurance ID, or payment information on them. That kind of document shouldn't just sit in a photo folder or cloud drive with no protection — use a password-protected folder or app for anything with that level of detail, or in some cases it may be safest to keep the original as paper only, in your binder, and skip the digital copy entirely for that one page.
When in doubt, treat a document with an SSN or payment info on it the way you'd treat cash: worth extra care, not something to leave sitting in an easily-opened folder.
Once you've added the tools you use most, press and hold one of the new icons and drag it onto another one — that creates a folder, the same way you'd group any other apps. Name it something like CASE FILES. Now every tracker, checklist, and snapshot lives in one folder on your home screen, one tap away, instead of scattered across bookmarks or buried in your search history.
This has a security benefit too, not just a convenience one. A home-screen icon isn't sitting in your open browser tabs or search history where anyone glancing at your phone could stumble into it — it's tucked inside its own folder, out of sight unless someone knows to look. It also means you're not depending on remembering a URL or digging back through history to find it again if your browser tabs close or your phone restarts.
You don't have to choose one way to use this. Fill things in on your phone the moment they happen, review and reflect on desktop when you have a quiet minute, and print what you need for the binder you bring to appointments. The tools stay the same — only how you reach them changes.
My hope is that if you're truly doing this alone, this helps you sort and manage it all a little more easily — one place, instead of everything scattered in your head and in random notes app entries. And if you do have a partner in this with you, I hope it's simple enough that they can pick it up and contribute too. All perspectives matter when you're dealing with a crisis. Nobody should be the only one holding the whole picture, even when it so often ends up feeling that way.
That's part of why I made sure every one of these forms has a plain, open notes space in it somewhere. There is always something extra to write down — a stray thought, a question for next time, something someone said that you don't want to lose. And if you're sitting on hold with an insurance line for the fortieth minute, that same blank space works just fine for a doodle. I'm very good at flowers these days.
xx ShariNo. None of these tools require an account, login, or app store download. Everything works directly in your phone or computer's browser.
No more than visiting the page in a browser normally would. It's a shortcut, not a separate app download.
Use Download Backup on the old device before you switch, then Open Backup File on the new one to bring your saved entries with you.
Yes — that's exactly the idea. Many families fill things in on their phone in the moment, review on desktop periodically, and keep printed copies in a binder for appointments, all for the same ongoing situation.
Save the tools you use most to your phone's home screen, bookmark the rest for desktop, and print what belongs in your binder.
This page is general guidance on accessing and organizing your own saved tools. It does not collect any information about you or your family.