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The Hospice Paperwork Checklist Nobody Hands You (But Should)

The core documents hospice teams ask for, organized into one calm checklist so intake doesn't feel like an ambush.

Why Hospice Intake Feels Like a Paperwork Ambush

Hospice teams need a lot of information quickly, and families are often meeting them for the first time during an already exhausting week. Having your documents organized in advance turns that first meeting into a conversation instead of a scramble.

The Core Documents to Have Ready

Advance directive and health care proxy, insurance and Medicare information, a list of current medications and dosages, physician contact information, and a copy of any existing medical-orders form. Having these in one folder, physical or digital, saves real time and stress.

Medication and Allergy Sheet: What to Include

Every current medication with dosage and frequency, known allergies and reactions, and any medications recently stopped. Hospice teams use this to build a safe, accurate care plan from day one.

Who Needs Copies

Your hospice team, your primary doctor, and any family members who might need to speak for you if you can't. Redundancy is a good thing here, not overkill.

A Calm Way to Get This Done Before You Need It

You don't have to wait for a hospice referral to get organized. Building this packet ahead of time means one less overwhelming task during a week that will already have plenty.

Ready to get this done?

One less worry, when it matters most.

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Frequently Asked Questions

What documents do I need for hospice intake?

Advance directive, health care proxy, insurance information, current medication list, and physician contacts are the core set most hospice teams ask for.

Before & Beside provides education, guided document preparation, and family conversation support. We are not a law firm and do not provide legal advice. Signing and witnessing requirements vary by state and can change; please confirm current requirements in your state and consult an attorney for complex legal, estate, or financial questions. Documents you complete with us are meant to be shared with your physician, hospice or palliative care team, and your attorney.