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    SAMPLE / ANONYMIZED living action plan. For preview only. Not a real member record. Not medical advice.
    CaringHand

    Your Living Action Plan

    A friendly map of where your health stands today, what your care team is watching, and the questions most useful to bring to your next visit.

    Survivorship planPlan year: 2026Reviewed by a licensed clinicianCompanion: Grace
    Welcome

    How to use this plan

    Welcome. Think of this plan as a place to get oriented, feel prepared, and ask better questions. It is built from your medical records and a careful review of your case.

    This plan supports the conversations you have with your doctors. It does not change your care on its own, and it does not replace your care team. Grace, your CaringHand companion, can walk through any part of it with you, in plain language, whenever you want.

    Where you are today

    Early-stage colon cancer, fully removed

    You had a small colon cancer that was found early and fully removed. You are now in active surveillance, which means regular check-ins and tests to keep things on track.

    Because it was found early and removed completely, you did not need chemotherapy or radiation. Your recent cancer check-ins have been reassuring. Alongside your cancer follow-up, your team also keeps an eye on your blood counts, blood sugar, and heart-and-metabolism numbers.

    No evidence of recurrence Cancer marker (CEA) stable Fully active day to day No chemo or radiation needed
    Your story so far

    The milestones that brought you here

    2023
    A screening test pointed to something worth checking, which led to a colonoscopy.
    2023
    The cancer was found and fully removed during colonoscopy, with clear edges.
    2023
    Genetic counseling and a broad inherited-cancer panel, which did not find the changes it tested for.
    2023 & 2025
    Follow-up colonoscopies found and removed more polyps. This is why your colon is watched closely.
    2024
    A detailed scan of your heart arteries brought good news: no significant disease.
    2024 TO 2026
    Steady progress on weight and overall health, with regular exercise.
    2026
    Your most recent follow-up confirmed the surveillance plan. Next colon check planned for later in 2026.
    Where this was in your body

    A simple picture of your colon

    Illustration of the large intestine with the lower sigmoid section highlighted and a green check mark

    Your colon is your large intestine. The lower S-shaped part is called the sigmoid colon. That is where the early cancer was found and fully removed, shown here with a green check.

    The rest of your colon is watched too, because it tends to form polyps. This picture is just for orientation. It does not show any active disease today.

    What your care team is watching

    Areas being kept an eye on

    This is a "watching" list, not a "to-do" list. Your care team decides what to check and when, together with you.

    Your colon

    Known: removed completely; marker steady.
    Being looked at: spacing of future colonoscopies.
    Helps decide: oncology / GI team

    Blood counts & B12 Likely next

    Known: a steady multi-year rise in hemoglobin; high B12.
    Being looked at: the cause, with specific blood tests.
    Helps decide: a blood specialist (hematologist)

    Your blood sugar

    Known: A1c has crept up on strong medicine.
    Being looked at: fine-tuning treatment.
    Helps decide: a metabolism specialist

    Heart & metabolism

    Known: 2024 heart-artery scan looked clean.
    Being looked at: low HDL and high triglycerides.
    Helps decide: primary care / cardiology

    Your calcium

    Known: one slightly high reading.
    Being looked at: a couple of follow-up tests can clarify.
    Helps decide: primary care

    Your sleep breathing

    Known: you use a CPAP machine.
    Being looked at: how well it is working.
    Helps decide: sleep medicine
    Your surveillance schedule

    What gets checked, and about how often

    This is the general rhythm your care team uses to stay ahead of things. Exact timing is always set by your team, with you.

    WhatAbout how oftenWhy it helps
    ColonoscopyNext later in 2026, then about every 1 to 3 yearsThe main way to find and remove new polyps early, given your polyp history.
    CEA blood markerAt routine oncology visitsA simple blood signal followed over time. Yours has stayed steady.
    Oncology survivorship visitAbout once a yearA regular check-in on the whole picture.
    Blood counts and B12As your team advises while this is looked intoTo understand the rising hemoglobin and high B12.
    Blood sugar and metabolic labsThrough your primary care and diabetes visitsTo track and fine-tune these numbers over time.
    Routine CT scansNot a routine part of your plan right nowFor an early-stage cancer that was fully removed, routine scans are usually not advised. Your team decides if a scan is ever needed.

    This is a general picture, not an appointment list. Your care team confirms each date with you.

    How your health connects

    The pieces work together

    Your care team looks at the whole picture, because several areas of health are linked. Supporting one often helps the others.

    Supports you can build on Areas your team watches Blood sugar Healthy weight Sleep breathing Movement Whole-body balance Colon health Steady blood counts Heart & metabolism

    This is a simplified picture to help conversations, not a diagnosis. Your care team interprets what it means for you.

    Trends your team is watching

    Two numbers over time

    These charts simply show two trends. Your care team is the one who interprets what they mean for you.

    Hemoglobin (oxygen-carrying blood)

    17.7 2023 2024 to 25 2026 green band = usual range

    What is known: this number has slowly risen above the usual range over about two years. The cause is what your team would like to look into, likely with a blood specialist.

    A1c (average blood sugar)

    2023 2024 to 25 late 2025

    What is known: this number improved, then crept back up over recent months even on strong medicine. A metabolism specialist is someone who could help fine-tune things.

    Daily life anchors

    Steady supports for everyday life

    Think of these as anchors, not rules. Small, consistent habits add up.

    Daily Life Movement Eating Hydration Sleep Weight &metabolic Alcohol

    Movement

    You already move well. Many people discuss adding some strength work a couple of days a week with their team.

    Eating

    A Mediterranean-style pattern, with smaller, upright meals that sit better for you.

    Hydration

    Staying well hydrated is a simple daily anchor, worth keeping up while your blood counts are looked into.

    Sleep

    Using your CPAP nightly and keeping steady sleep times supports energy, mood, and several numbers.

    Weight & metabolic

    You have made real progress. Steady, gradual change tends to last best.

    Alcohol

    Keeping it at or below one to two drinks a week is a supportive choice.
    Movement as medicine

    Why activity is one of your strongest tools

    Staying active does more than help your weight. A mix of walking and gentle strength work supports your blood sugar, your heart, your mood, and your muscle, all at once.

    For colon health over the long run, staying active and keeping muscle are thought to be supportive. You already exercise regularly, which is a real strength to build on.

    Movement Stronger muscle Steadier blood sugar Calmer inflammation Colon & whole-body health

    This explains general supports. It is not a prescription. Your care team can help you shape activity safely.

    Your family health history

    Helpful for screening conversations

    Organizing your family history makes it easier to discuss what screening, if any, makes sense for you.

    Paternal grandfather Lung cancer Father Colorectal cancer in his 50s; heart disease Maternal uncle GI cancer (in his 70s) You Early colon cancer, removed

    A maternal grandfather also had an unknown cancer at an older age. A good question for a visit: given this history, are there other screenings worth planning, and would testing your original tissue sample help?

    Tests some survivors ask about

    Whole-body scans and multi-cancer blood tests

    Some people ask about extra tests they have seen advertised, like a whole-body MRI scan or a multi-cancer early detection (MCED) blood test (for example, the kind marketed under names like Galleri). Here is a balanced way to think about them, to discuss with your care team.

    Whole-body MRI

    Why someone might consider it

    It is a scan with no radiation that looks broadly across the body, which some people find reassuring.

    Why it may not fit right now

    For an early-stage cancer that was fully removed, broad scans are not a standard part of follow-up. They often turn up harmless spots that lead to more tests and worry.

    MCED blood test (for example, Galleri)

    Why someone might consider it

    It is a single blood draw that aims to look for signals from several cancers at once.

    Why it may not fit right now

    These tests are newer and are not yet a standard or guideline-recommended part of survivorship care. A normal result does not rule cancer out, and they do not track new colon polyps, which is your main long-term consideration.

    A question to bring to your next visit: "Are whole-body MRI or MCED blood tests worth it in my situation, or do my colonoscopy and routine follow-up already cover what matters most?"

    Bring to your next visit

    Questions to decide together

    These are framed as questions, grouped by timing, so you and your team can decide together.

    Most important now
    • Is my next colonoscopy on the schedule for later in 2026, and what should I do if I have not received an appointment?
    • My hemoglobin has climbed for over two years. Have we checked an EPO level, and would seeing a blood specialist make sense?
    • My B12 has been high for a couple of years. Is that worth its own check?
    • My A1c has gone up recently even on my current medicine. Would seeing a metabolism specialist help?
    For the future
    • After my 2026 colonoscopy, how often should I have them given my polyp history?
    • Given my family history, are there other cancer screenings I should plan for?
    • Would a ctDNA blood test add anything for me, or does it not address new polyps?
    • Who should I list as my emergency contact and main support person?
    Do not start, stop, or change medications based on this plan without consulting your prescribing clinician.
    Meet Grace

    Your CaringHand companion, anytime

    GGraceCaringHand companion · online
    My hemoglobin has been climbing. What does that mean?
    Hemoglobin is the part of your blood that carries oxygen. Yours has slowly risen above the usual range. That does not mean something is wrong on its own, and it is the item your care team most wants to look into. Want me to save a question about it for your next visit?
    Yes, please.
    Added to your next-visit list
    Done. I can also let your CaringHand care team know it is on your mind, so they can follow up. Shall I?
    Please do.
    Shared with your care team
    Shared. They will follow up with you. If anything ever feels urgent, please contact your care team or emergency services.

    Grace is available any time, day or night, to help you understand your plan and take small next steps. Grace explains and supports. Your care team makes the decisions.

    • Answers your questions in plain language, like what a lab value or term means.
    • Adds questions to your next-visit list so nothing gets forgotten when you see your doctor.
    • Shares concerns with your care team when you want them to know something.

    Grace is a support tool, not a substitute for your care team. If you ever experience thoughts of hurting yourself, call or text 988 or contact emergency services.

    Topics Grace can help you explore

    Explore at your own pace

    Grace explains and supports. Your care team decides. You can ask Grace about any of these whenever you want.

    Understanding long-term risk

    Why it matters

    You have said this is a priority for you.

    Grace can

    Explain in plain terms what early-stage colon cancer and a polyp pattern mean ahead.

    Bring to a clinician

    Any time you want your specific plan confirmed.

    Family history & screening

    Why it matters

    Your family history can shape what screening makes sense.

    Grace can

    Help organize your history and the questions to ask.

    Bring to a clinician

    When deciding on added screening or genetic counseling.

    Blood counts & B12

    Why it matters

    This is the item your team is most likely to look into next.

    Grace can

    Explain what these numbers are and what a workup might involve.

    Bring to a clinician

    To confirm whether and when to see a blood specialist.

    Blood sugar & metabolism

    Why it matters

    Small steady improvements help your whole body, including your colon.

    Grace can

    Explain your numbers and everyday supports.

    Bring to a clinician

    For any change to your treatment.

    Sleep

    Why it matters

    Good sleep-breathing support helps many other numbers.

    Grace can

    Share tips for CPAP comfort and consistent sleep.

    Bring to a clinician

    If sleep feels poor or your device feels off.

    How you are feeling

    Why it matters

    Living with a cancer history and several conditions is a lot to carry. Your emotional health matters as much as the rest.

    Grace can

    Offer a calm, private space to talk things through and help find support if you want it.

    Bring to a clinician

    Any time, and especially if your mood changes.

    If you ever experience thoughts of hurting yourself, call or text 988 or contact emergency services.
    Glossary

    Words explained simply

    Underlined terms throughout this plan link down to here. You can also ask Grace to explain any of them.

    Active surveillance: regular check-ins and tests when there is no cancer to treat right now.
    Sigmoid colon: the lower S-shaped part of the large intestine.
    Stage I: an early stage, where a cancer is small and has not spread.
    Polyp: a small growth on the colon lining. Most are not cancer, but some can become cancer over time, so they are removed.
    Colonoscopy: a test that looks inside the colon with a small camera and can remove polyps.
    CEA: a blood protein that can be followed over time as one signal in colon cancer care.
    Hemoglobin & hematocrit: measures of the red blood cells that carry oxygen.
    B12: a vitamin important for blood and nerves.
    EPO: a hormone that tells the body to make red blood cells; measuring it helps explain a high hemoglobin.
    A1c: a blood test showing your average blood sugar over about three months.
    Triglycerides & HDL: a blood fat, and the "good" cholesterol.
    CPAP: a machine that supports steady breathing during sleep.
    ctDNA: a blood test that looks for tiny cancer signals; your team can explain whether it fits your situation.
    MCED test: a multi-cancer early detection blood test that aims to look for signals from several cancers at once. It is newer and not yet a standard part of survivorship care.
    Whole-body MRI: a scan with no radiation that looks broadly across the body. It is not a standard part of follow-up for an early-stage cancer that was fully removed.
    Germline testing: testing for inherited gene changes that can raise cancer risk.
    Feedback and corrections

    This is a living document

    It is only as good as the information behind it, so your input matters. Tell your CaringHand team or Grace if anything here needs fixing.

    G
    Anything you flag goes to your care team for review. Grace is here whenever you want to talk something through.
    Clinician view

    Clinical companion to the Living Action Plan

    For the treating clinician. This is the technical companion to the member's plan, summarizing the diagnosis, current status, monitoring, and the questions most relevant now. Cancer-specific surveillance recommendations are guideline-aligned (NCCN); the root-cause and systems-biology framing is mechanistic and is intended to support, not replace, your clinical judgment. All decisions remain with the treating team.

    Clinical overview and staging

    Primary diagnosis
    Stage I (pT1 N0 M0)
    Site / histology
    Sigmoid colon · invasive adenocarcinoma, G2
    Status
    NED, active surveillance
    ECOG
    0 (all visits)

    Malignancy arose within a tubulovillous adenoma; ~3 mm invasive focus, negative margins (~0.3 cm clearance), no lymphovascular invasion. Endoscopic hot snare polypectomy (2023); observation over segmental colectomy given low-risk features. Surveillance polypectomies in 2023 and 2025 (metachronous tubular adenoma, ascending colon; hyperplastic polyp, sigmoid). The metachronous adenoma across three procedures confirms a polyp-former phenotype (field effect), supporting a tighter than standard low-risk interval.

    Molecular and genetic risk guideline

    Germline testing on an expanded panel (>70 genes, including BRCA1/2, CHEK2, ATM, PALB2, NTHL1 and the Lynch MMR genes): negative. A negative broad panel reduces but does not eliminate familial risk. Family history is notable: father with colorectal cancer in his 50s and significant heart disease, paternal grandfather lung cancer, maternal uncle with a GI cancer in his 70s. Tumor MMR/MSI status is not documented; NCCN recommends universal MMR/MSI testing on colorectal tumors regardless of stage, so retrospective MMR/MSI IHC on the original specimen is reasonable to close the Lynch loop and inform family screening. Maintain a low threshold to revisit genetic counseling if new family events emerge.

    Root-cause systems map hypothesis-generating

    A multidisciplinary clinical review framed the survivorship picture as one network with several surface presentations. Modifiable upstream drivers converge on this member's dominant long-term risks (metachronous neoplasia and secondary erythrocytosis) more than on occult MRD.

    Concept figure: insulin resistance, intermittent hypoxia from sleep apnea, and visceral adiposity converging on colonic epithelium and red-cell production
    Insulin resistance / IGF-1. A1c 6.9% worsening on max-tier therapy; mitogenic drive to colonic crypts; NAFLD, dyslipidemia.
    Intermittent hypoxia (OSA). HIF-mediated EPO upregulation; a leading hypothesis for the secondary erythrocytosis. CPAP adherence unconfirmed.
    Visceral adiposity / inflammation. BMI ~30 (down from ~38); cytokine-mediated tumor-promoting milieu; insulin resistance.
    Gut barrier / microbiome. Polyp-former phenotype; chronic dual acid suppression; possible micronutrient effects.

    Highest cross-system levers: break insulin resistance (endocrine tuning, resistance training), optimize OSA (CPAP adherence, sleep study recheck), inflammation modulation (Mediterranean pattern, omega-3), acid-suppression review, and a true hematology workup rather than a recheck. Concept figure is illustrative, not patient-specific imaging.

    Hematologic concern: sustained erythrocytosis with elevated B12 workup indicated

    Progressive Hgb 14.8 to 17.9 g/dL over ~2 years (Hct 51.2%), with B12 sustained >2000 pg/mL for about two years and coded "secondary polycythemia" and "other hemoglobinopathies." This pattern exceeds a 2-week recheck. Recommended workup: serum EPO; JAK2 V617F if EPO suppressed; hemoglobin electrophoresis; ferritin and iron studies; hematology consultation. Differential spans OSA-driven secondary erythrocytosis (primary hypothesis) versus a myeloproliferative process; hepatic steatosis can contribute to elevated B12.

    Key labs and trends

    Hemoglobin, g/dL (ref 13 to 17.7 M)

    14.818.617.9 20232026

    Sustained rise above reference. Hct 51.2%. Workup indicated.

    A1c, % (target individualized)

    7.66.16.9 2023late 2025

    Nadir 6.1 (mid-2025) then rise to 6.9 on tirzepatide 15 mg + empagliflozin 25 mg + metformin. Glycemic deterioration on max-tier therapy.

    TestLatestReferenceTrend / note
    Hemoglobin17.9 g/dL13 to 17.7 (M)Rising 2+ yr; Hct 51.2%
    Vitamin B12>2000 pg/mL232 to 1245Sustained ~2 yr, no injectable B12
    A1c6.9%4.8 to 5.6Worsening on max therapy
    Triglycerides265 mg/dL<150Peak ~740 (2023) w/ pancreatitis hx
    HDL34 mg/dL≥39 (M)Chronically low for years
    LDL51 mg/dL<100At goal on simvastatin
    Calcium10.3 mg/dL8.5 to 10.2Single, mild; PTH + 1,25-OH D pending
    CEA1.8 ng/mL0 to 4.7Stable 1.3 to 1.8 over 3 yr
    eGFR / creatinine112 / 0.68>60 / 0.7 to 1.3Low creatinine reflects low muscle mass

    Pharmacology and reconciliation

    Active regimen (2026): metformin 1000 mg BID; tirzepatide 15 mg SC weekly (max); empagliflozin 25 mg daily; losartan 100 mg daily; amlodipine 5 mg daily; simvastatin 40 mg HS; famotidine 40 mg daily; omeprazole (dose to confirm); trazodone 50 mg HS; fluoxetine 20 mg daily; albuterol MDI PRN. Reconciliation: patient listed lisinopril (documented allergy, cough) likely confusing it with losartan; patient did not mention fluoxetine, omeprazole, or albuterol. Dual acid suppression is a deprescribing candidate pending symptom history. Note: SGLT2 inhibitors can modestly raise hematocrit via EPO and hemoconcentration, relevant to the erythrocytosis differential; any medication change is a prescriber decision.

    Surveillance protocol and care-routing

    ItemCadence / actionOwnerTimeline
    ColonoscopyLater in 2026, then q1 to 3 yr (polyp-former); HD scope reasonableOnc / GIOn schedule
    CEAAt oncology visits (stable trend)OncologyRoutine
    Routine CTNot indicated for resected Stage I per NCCNOncologyn/a
    Retrospective MMR/MSI IHCOn original specimen (Lynch completeness)Pathology / Onc~4 weeks
    Hematology referralEPO; JAK2 if EPO suppressed; Hgb electrophoresis; ferritin/ironPCP / Onc~4 weeks priority
    Endocrinology referralGlycemic optimization / combination tuningPCP~3 months
    PTH + 1,25-OH vitamin DCharacterize mild hypercalcemiaPCP~4 weeks
    Sleep medicineCPAP adherence download; study recheck given HgbPCP / SleepWith heme workup
    Medication reconciliationLisinopril vs losartan; fluoxetine, omeprazole, albuterol; dual acid suppressionPCPNext visit
    Problem-list cleanupAFib, atypical angina, CHF, coronary atherosclerosis (clean recent CTA)PCPNext visit
    ImmunizationsHep B and Hep A series (non-immune)PCP~3 months

    Red flags and escalation

    SignalAction
    Hgb rising further or unexplained on recheckHematology consult, do not defer
    Rising CEA trendOncology + PCP; consider imaging
    New rectal bleeding, bowel-habit change, or weight lossEarlier colonoscopy; do not attribute to hemorrhoids without visualization
    Fasting glucose persistently >200Endocrine escalation; consider CGM
    Triglycerides >500Pharmacologic therapy (icosapent ethyl or fibrate); pancreatitis risk
    Calcium >11.0 on recheckEvaluate for primary hyperparathyroidism
    New family cancer (breast, GI, or under-50 onset)Repeat genetic counseling
    Mood change or suicidal ideationUrgent psychiatric evaluation; 988 if crisis

    Evidence base

    Evidence grade shown per item. Functional-medicine / systems framing is hypothesis-generating, not guideline-grade.

    1. NCCN Clinical Practice Guidelines in Oncology, Colon Cancer: surveillance and universal MMR/MSI testing. guideline
    2. Tefferi A, et al. Polycythemia vera. Leukemia 2021;35:3339-3351. guideline-adjacent
    3. Nguyen CD, Holty JC. OSA and secondary erythrocytosis. Respir Med 2017;130:27-34. evidence
    4. Stein KB, et al. Diabetes and colorectal cancer outcomes. Dig Dis Sci 2010;55:1839-1851. evidence
    5. Nakamura Y, et al. ctDNA molecular residual disease in resectable CRC. Nat Med 2024;30:3272-3283. evidence
    6. Campbell KL, et al. Exercise guidelines for cancer survivors. Med Sci Sports Exerc 2019;51:2375-2390. consensus
    7. Bhatt DL, et al. Icosapent ethyl for hypertriglyceridemia (REDUCE-IT). NEJM 2019;380:11-22. RCT
    8. Lindor NM, et al. Familial cancer susceptibility syndromes. JNCI Monogr 2008;(38):1-93. reference

    Gaps, validation, and signoff

    Critical gaps: EPO, JAK2 (if EPO suppressed), hemoglobin electrophoresis, status of the post-baseline recheck, full medication reconciliation. Important: PTH + 1,25-OH D, ferritin/iron, endocrine referral status, tumor MMR/MSI, 2025 colonoscopy pathology detail, CPAP adherence data. Conflicts: support-person discrepancy; lisinopril vs losartan; legacy cardiac codes vs clean recent CTA; non-disclosed depression/fluoxetine.

    Clinical review
    Complete
    Nurse validation
    Complete
    Clinician sign-off
    Complete
    Plan year
    2026

    This is what your plan could look like

    Every CaringHand member gets a Living Action Plan built from their records and reviewed by a licensed clinician, with Grace alongside to explain it any time.