Identify, locate, and arrange crucial documents. This includes cataloging billing companies and insurance policies with their account numbers, details for online access portals, information about two-factor authentication, trusted contact details, and whether a Power of Attorney (POA) is linked to the accounts.

Gather and organize the contact information for healthcare providers, which included their name, phone number, address, online portal username and password, and confirmation of any HIPAA waiver on file. Additionally, document whether there is a Health Directive, Do Not Resuscitate (DNR) order, or if organ donation wishes are recorded.