What to Expect

We know that navigating healthcare options can be confusing.  We are here to help align the pieces of the puzzle.  We’ve gathered examples of what to expect as you traverse different pathways.  We are always available to answer questions and help point you in the right direction.

What to Expect when:

You want to make appropriate living arrangements for yourself or a loved one.

EVALUATION

  1. Initial discussion and overview of situation.
  2. Nursing Assessment of medical history and current medical needs.
  3. Living Situation Assessment and its limitations and what the living arrangement desires of the client are.
  4. Functional Level Assessment of every day living needs and what assistance may be required.
  5. Financial overview that will factor into decision making.

WRITTEN REPORT

A written compilation of above information with suggested plan.

ADDITIONAL

Carrying out plan of care.

What to Expect when:

You want a referral to an Assisted Living or Independent Living Facility.

EVALUATION

  1. Initial discussion and overview of situation.
  2. Assisted Living evaluation to determine which facility would best suit client’s needs, i.e. – activities offered, size of facility, location. They vary greatly. I have done extensive evaluations on each one including reviews of regulatory inspection reports to ensure they are in compliance with regulations. I do not take referral fees from facilities and, therefore, remain totally objective and your advocate.
  3. Nursing Assessment with medical history and current medical and psychosocial needs.
  4. Financial overview that will factor into decision.

WRITTEN REPORT

A written compilation of above information with recommendations.

ADDITIONAL

  1. Discussion with appropriate facilities of client’s needs.
  2. Visits to facility with client.
  3. Ongoing oversight of client while in facility.

What to Expect when:

You want assistance in the home.

EVALUATION

  1. Initial discussion and overview of situation.
  2. Functional Level Assessment of every day living needs and assistance required.
  3. Financial overview that will factor into decision.

WRITTEN REPORT

Written compilation of above information with suggested home care or home health providers. Home care and Home Health companies vary greatly and we refer only to ones which we have personal knowledge of the quality of care including regulatory compliance.

ADDITIONAL

Ongoing oversight of client to assure home care or home health is provided appropriately.

What to Expect when:

You live far away from a loved one or you are very busy and want to be sure things are going all right.

EVALUATION

Initial discussion and overview of situation.
Assessment of current situation to include Geriatric Care Management psychosocial assessment, Functional Level, and needs.

WRITTEN REPORT

Written compilation of above information and recommendations for ongoing oversight.

ADDITIONAL

Implementation of plan and ongoing oversight.

What to Expect when:

You have questions about your medical care or wonder if symptoms could be better managed.

EVALUATION

  1. Initial discussion and overview of situation.
  2. Complete Health Assessment of medical history and needs.
  3. Medication Profile Assessment and Symptom Analysis.
  4. Review of physician’s medical records.
  5. Discussion of relationship with physician which may include visiting doctor with the client.

WRITTEN REPORT

Written compilation of above with recommendations.

Not sure what needs you or your loved one have?

These tools are designed to help you assess your health care and financial service needs:

Developing Your Healthcare Road Map

Financial Services Assessment

Getting the Most from Your Doctor Visit