Medical Appointment Assistance

Help prepare clients for medical appointments and arranging transportation if necessary.

Attend appointments with clients and make concise case notes to help document vital information for coordination between providers. Provide case notes to other parties if approved by the client

Help organize and manage healthcare records, both written and electronic. Encourage clients to have all necessary Advance Directives in place

Hospital Bedside Advocacy

Be available 24 hours/day for bedside advocacy if client is hospitalized.  Not only can this provide comfort and peace of mind for the family members who may be out of the area, but assures adequate and proper treatment of the client for their particular circumstances and diagnoses.

Participate in discharge and transition planning, to include medication reconciliation.

Healthcare Navigation

Help coordinate all aspects of a client’s healthcare journey. From initial medical team contact to resolution or ongoing care. Can help manage transitional planning into retiree healthcare changes and beyond.


Do you or a loved one need help with medical appointments?

Take this short questionnaire to see if our services are right for you.

Questionnaire