I don't believe there is any one way to do things.  It is like you said, making the list and checking it off.  Sometimes, it is you have done your part and are waiting on the completion end of things.  Like for example, applying for Disabilty Tax Credit or CPP Disability.  Once I had done my part, all you can do is wait so best to move on to something you can control.
I am in the process of finishing up loose ends from last year to get everything ready for the accountant.  Plan on having my stuff done and then wait for the hubby and boys T4's to come in to send it off.  I was self employed so I wrapped up my stuff last year and they only need Sept-Dec from me and my Medical stuff now.
I can say, check marks or line through something on your list is so energizing.
Like when I took a whole bunch of stuff that needed shredding to the dump and my Uncle helped me.  They have a giant cross shredder there and saved me hours of work!

@GloHo
  Those all sound like positive ways to deal with your health and healthcare.
I am similar that I like to know the process and if we aren't doing the process, why and what is the new protocol.

@GloHo
  I started a post about most of it including the links to the forms you need.  I will have a look again and see where it is so you can look at it.  It is one of the suggestions I made so that everyone has a place to go look at it instead of finding it in a thread here.

Here it is ladies:
Disability Tax Credit---My accountant mentioned it to me and I printed off the forms and gave them to my family doctor to fill out.  It is 18 pages long.  I put on sticky notes anything that was applicable to a section for my doctor.  That way when she called me, all we had to do was more or less "fill in the blanks" for her to be able to complete the form.  I sent my complete package off last week and included anything that I had on file that my doctor did not include (like CT scans etc).  So will wait to see what happens.  There is also a check box that says "apply to previous years" which if applicable can be addressed should the CRA think so.
CPP Disability---I have recently looked into this as well.  There are 2 Forms in each section.  The one section is an "Application" and they urge you to fill this out and send it in even without the second part.  The second part is "Medical Confirmation" form which would be completed by your family doctor, nurse or oncologist (there are other health care providers listed but those were the ones I remember).  In each of those sections it is then divided into" Non-Terminal" and "Terminal".  From what I have read Terminal is defined as an "imminent death within 6 months".  When speaking with my Nurse Case Manager on my Palliative Team indicated that a Social Worker could assist in filling these out and also determining what else might be available to oneself.  I am waiting until my next CT scan results before determining which one to fill out based on the results.  Both of the sections are lengthy even for the doctor to fill out. 
Life Insurance---My adjustor let me know after asking about my policy and MAID, that on my policy that if deemed palliative I was eligible to fill in a form to receive half of my policy.  This is so people can enjoy more and stress less.  My Oncologist filled it in for me and was a bit lengthy as well.  I also found out that should I choose MAID that my policy is still in force.  
Regarding equipment etc---Palliative Team has let me know that if applicable, they can get things to try out (I think on a trial basis) and if it is something that works out and is necessary can either be bought or rented.  That is all I know on that front and have delved into it deeper.

@mjmck21
  Your welcome and glad it helped.