Toolkit for Delivering Services Remotely
Delivering Services remotely
Toolkit
This toolkit and partner resources are intended to inform State Health Insurance Assistance Programs (SHIP), Medicare Improvements for Patients and Providers Act (MIPPA), and Senior Medicare Patrol (SMP) grantees. Throughout this toolkit, you will find sample guidelines for using technology to reach beneficiaries, delivering sensitive information safely, counseling remotely, and preparing for future public health emergencies, disasters, and more.
Team Member Support
- Checklist for Counseling Remotely
 - Delivering PPI Remotely
 - Medicare Counseling Information Form Template
 - Navigating Challenging Client Contacts Resource List
 - Technologies for Counseling Remotely
 
Virtual Events
- Virtual Event Production Guide and Checklist
 - Virtual Event Presenter Template
 - Virtual Event Etiquette and Preparation Checklist
 
Partner Program Resources
- engAGED, the National Resource Center for Engaging Older Adults:
- Tapping Into Technology to Stay Connected and Engaged (how to help older adults access technology). This guide is also available in Spanish.
 - Implementing Hybrid Programs: Considerations and Best Practices for Aging Network Organizations
 - Implementing and Expanding Virtual Programming for Older Adults
 
 - National Council on Aging (NCOA):
 - Senior Medicare Patrol (SMP)
 
Safety, Disaster, and Emergency Preparedness
- Ready.gov
 - HHS Emergency Preparedness & Response
 - CDC Emergency Preparedness and Response
 - Emergency Preparedness Checklist for Caregivers
 - From the CDC Foundation:
- Helping Communities Plan For Public Health Emergencies: An Action Plan For Organizations
 - Search.Find.Help – a website for organizations serving older adults and caregivers during public health emergencies.