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Services

Complex Medical Issues
As your advocate, we are equipped to help manage many different aspects related to navigating today’s Healthcare system and your personal needs:
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Research diagnosis and treatment options (including clinical trials)
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Identify doctors, surgeons, physical therapists, in-home nursing care, assisted living facilities, and nursing homes
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Monitor hospital stays/interface with medical team to understand diagnosis/treatment
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Monitor you or a family member following admission to a rehab, sub-acute facility, or nursing home
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Request family conferences with the healthcare team and participate as your advocate
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Assume a liaison role between doctors, care team, and family for you when necessary
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Organize your medical records to facilitate important medical decisions and reduce the risk of medical errors
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Accompany you to medical appointments/emergency room/testing/treatments
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Assist with obtaining second opinions
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Conduct medication review/reconciliation

Billing and Insurance Issues
Overwhelmed with the complexity of medical bills, denial of claims and dealings with insurance companies, we can support you and advocate for you to ensure accuracy, transparency and fairness.
Our goal is to ensure that you are a well-informed and confident consumer of health care services. We will:
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Review your medical records to confirm that the services billed are accurate and consistent with your medical record.
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Assist with your interactions with your insurance company and the filing of any appeals where services are denied.
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Assist in negotiating payments for non-covered services.
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Analyze your insurance plan options with the goal of achieving the greatest benefits at the lowest cost.
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Pursue available medical rebates and financial aid.

Advance Care Planning
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This process supports adults of any age or stage of health in understanding and sharing their personal values, life goals, and preferences regarding future medical care so they receive medical care that is consistent with their values, goals, and preferences during serious and chronic illness (Sudore, et al., 2017)
As your advocate, we will assist you in the process of developing your Advance Care Planning (ACP) document(s).
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Educating you and your family about ACP
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Assisting you in documenting your values, beliefs, and goals of care using the "5-Wishes" program
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Documenting your selection of surrogates for future care when your voice can't be heard
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Exploring future treatment options
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Documenting and updating your ACP on a regular basis
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Maintaining accessibility of your ACP
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Explaining Hospice/Palliative Care alternatives

Transition of Care Environments
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We will review with you your short term and long-term needs. We will investigate and provide you with the most up to date research to determine what your possible options are, including:
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To stay in your home with care and assistance
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To choose a home care agency that you can trust
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To move to an assisted living facility
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To select the appropriate level of care skilled nursing facility to best care for your condition and maximize your recovery.

Legal and Fiduciary Issues
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Do you need assistance in navigating issues with legal ramifications? Are you unsure about what legal forum or resource is the right one for your concerns about your or your family member’s care and treatment? We can help you figure out next steps.
We can assist you in finding and working with the right legal agencies and resources to resolve your issues and have greater peace of mind. We can guide you in the following areas:
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Medical malpractice and medical error review
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Guardianship services
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Mediation assistance with inter family disputes
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Estate planning

Concierge Advocate Services
Providing peace of mind by having a trusted advocate that you build a professional relationship with can bring great value as well as comfort at that moment of unanticipated need.
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As your advocate, we will remain with you and available to you when you are in need. Healthcare made easy. The best care is by your side!
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Personalized attention/enhanced care
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Direct access to your advocate whenever the need should arise
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Accompany to appointments, emergency room, telehealth, testing & treatments
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Retainer based; annual fee

Travel Companion Services
Traveling in today’s world can be challenging and anxiety filled under the best circumstances. It doesn’t have to be when we accompany and provide support to you or your loved one on every step of your journey.
We can provide support and assistance for such things as:
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Assist with packing
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Assist with check-in and ticketing
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Carrying luggage
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Assist with ground transportation
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Accompany you on your flight
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Assist with multiple children traveling or children with complex needs