The number of caregivers in the U.S. continues to grow, just as the impact on their well-being intensifies. Psychosocial support for caregivers improves care quality, cost-effectiveness, and outcomes for both caregivers and those they care for.

This toolkit offers resources to help hospitals and other health care organizations design, launch, and grow evidence-based, financially sustainable caregiver support programs.

What’s in the Toolkit

Strategies to help program leaders make a compelling case for investing in caregiver support services within their organization.

Anticipating Decision-Maker Reactions
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This document can help you respond to questions from senior leaders and decision-makers as you work to secure financial support.

Finding and Engaging Collaborators
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Who to talk with, what to ask, and how to prepare for meetings with potential collaborators.

How to Use Planning to Drive Positive Organizational Change

Three tips to help jumpstart your planning efforts regardless of situation, role, program, organization, or team structure.

Pilot Project Excellence: A Comprehensive How-to

An article on project management excellence.

Health Care Business and Organizational Leadership Skills

Develop practical skills in systems thinking, financial management, and change navigation to build resilient, high-impact palliative care and geriatrics programs.

Resources to guide the design, launch, and growth of an evidence-based caregiver support program for those caring for people living with serious illness.

Staffing a Caregiver Support Program
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Guidance on staff roles and capacity expectations for efficient caregiver support programs.

Caregiver Referrals and Triage
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This resource highlights areas of your organization that can be good referral sources for a caregiver support program, as well as triage tools that help to ensure appropriate enrollments.

Caregiver Support Program Delivery
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Basic guidance on creating the caregiver's medical record, documenting the evaluation, and creating a care plan.

Caregiver Support Program Marketing
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Guidance on how to promote your caregiver support program inside and outside of your organization, to referring clinicians, caregivers, and more.

Developing Caregiver Clinical Services: A Toolkit for Cancer Centers and Staff
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A comprehensive guide from the American Cancer Society that oncology leaders can use to implement psychosocial services for family caregivers of people living with cancer.

Tools to ensure the financial sustainability of organization-based caregiver support programs.

Common Procedure Codes
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At-a-glance look at CPTs used for delivering psychosocial services for caregivers.

Common Diagnostic Codes
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At-a-glance look at ICD-10 codes used for delivering psychosocial services for caregivers.

Billing and Coding for Diagnostic Evaluations in Caregiver Support Programs
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This resource provides guidance on billing and coding for initial diagnostic evaluations in caregiver support programs.

Billing and Coding for Psychotherapy Visits in Caregiver Support Programs
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This resource provides guidance on billing and coding for psychotherapy visits in caregiver support programs.

Billing and Coding for Psychiatry Visits in Caregiver Support Programs
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This resource provides guidance on billing and coding for psychiatric in caregiver support programs.

Caregiver Training Services
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Guidance on when and how to bill individual and group caregiver training CPT codes.

Caregiver Training Services Billing At-A-Glance
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Flowchart to help all clinicians use the CTS billing codes. Source: UCSF Caregivers as Partners in Care Teams 2026.

Caregiver Support Program Profit and Loss Estimator
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Customizable spreadsheet to estimate annual revenue and expenses for your caregiver support program.

Billing Medicare Part B for Social Workers
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This open-access guide from the Coalition for Social Work and Health outlines key information relevant to billing Medicare Part B for social work services.

Courses and resources to help clinicians build the skills needed to support caregiver well-being.

Supporting the Caregivers of People with Serious Illness
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This course offers tools and guidance for assessing and addressing the needs of caregivers of people with serious illness.

Supporting Caregiver Well-being
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This learning pathway helps clinicians who are caring for people with serious illness to recognize caregiver distress and provide meaningful guidance to support caregivers.

Engaging Caregivers
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This 15-minute course helps learners implement effective communication skills with caregivers and care recipients, uncover any unmet needs of the caregiver, and tailor appropriate interventions. Source: UCSF Caregivers as Partners in Care Teams 2025.

4 Ways Clinicians Can Address the Non-Physical Side Effects of Serious Illness

All about the non-physical side effects of serious illness—including social determinants of health, financial toxicity, and time toxicity—and what clinicians should do to address them.

Thought leadership pieces and clinical capacity-building tools to strengthen caregiver support programs.

Steven S. Elbaum Family Center for Caregiving
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Website for the Steven S. Elbaum Family Center for Caregiving, an initiative designed to improve the caregiving experience through research, training, replication, and advocacy.

Introducing a New Paradigm for Supporting Family Caregivers

Caregiver advocate, Dr. Allison Applebaum, outlines the tremendous impact of caregiving—plus five steps clinicians can take right now to support family caregivers in their practice.

Supporting the Unsung Heroes: Clinician's Guide to Easing Caregiver Distress

How clinicians can help caregivers alleviate their distress—from a simple, "how are you" and assessment to the adoption of strategies that can improve their well-being.

Referring Patients and Family Caregivers to Community-based Services: A Provider's Guide
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A brief document, prepared by the UHF Next Steps in Care project, describing considerations that can improve hand-offs and engagement with community services.

Integrating Family Caregivers into Cancer Care
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White paper from the National Alliance for Caregiving's Cancer Caregiving Collaborative, which includes data and recommendations to better recognize, support, and train family caregivers on health care delivery.

Stand by Me
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Book by nationally renowned clinical psychologist Dr. Allison Applebaum, offering practical tools and strategies to help caregivers to promote their own well-being while providing the best quality of life for their care partners.

Caregiving in the U.S.: Research Report (2025)
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Released every five years by the National Alliance for Caregiving and AARP, this report summarizes caregiver prevalence, types of family caregiver responsibilities, and their impact and differences across caregiver populations.

State Strategies to Support Working Caregivers
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A blog from the National Academy for State Health Policy highlighting key caregiver statistics and actions that advocates can take to support working caregivers.

Financial Toxicity Position Statement

The consequences of financial toxicity—a term that captures the physical, material, and financial burdens that result from the high costs of medical care—are staggering, manifesting in high debt, low credit scores, and bankruptcy. Financial toxicity can also lead to delayed treatment, skipped medications, and other cost-related coping mechanisms—worsening health outcomes and increasing costs for hospitals and payers alike. CAPC's position statement recommends proven strategies that can ease hardship for patients and caregivers, while improving financial stability for patients and hospitals.

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