Our Services
Base Monthly Care Navigation Support Service
$299/month
Ongoing support for families managing care month after month.
Base Monthly Care Navigation Support is for families who need continued help staying organized between appointments, care changes, paperwork, transportation needs, and caregiver communication.
This service is designed for adult children, caregivers, and families who are managing work, family responsibilities, and the care needs of someone they love.
What’s Included Each Month
One Monthly Care Check-In
One scheduled monthly check-in call, up to 45 minutes, to review current care needs, family concerns, upcoming appointments, documents, transportation needs, and next steps.
Appointment Preparation for Up to Two Appointments
Appointment preparation means we help your family get organized before a medical visit, dialysis-related appointment, follow-up visit, housing appointment, or care meeting.
This may include organizing:
Current concerns to discuss
Medication questions
Symptom notes
Transportation reminders
Documents to bring
Insurance or paperwork questions
Family questions for the provider
A short appointment agenda
Follow-up items to ask about
Up to Two Caregiver Updates
Caregiver updates are short written updates that help family members stay informed.
These updates may include:
Recent appointments
Upcoming appointments
Care changes
Transportation updates
Medication or routine changes
Family action items
Documents needed
Questions still unresolved
One Monthly Care Summary
A monthly care summary is a written overview of what happened during the month, what changed, what still needs attention, and what is coming next.
The monthly summary may include:
Appointments completed
Upcoming appointments
Medication or provider updates
Transportation notes
Caregiver responsibilities
Documents completed or pending
Housing or insurance concerns
Top priorities for the next 30 days
Basic Document and Task Tracking
We help track care-related paperwork, deadlines, forms needed, discharge instructions, insurance notices, housing documents, appointment paperwork, and family follow-up tasks.
Email/Text Support
Families may send non-emergency care updates, questions, or document-related notes by email or text. Responses are provided within 1–2 business days.
Best For Families Who Need:
Ongoing care coordination
Help preparing for appointments
Monthly family updates
Care paperwork organization
Support after hospitalization
Support with dialysis or chronic care routines
Help managing multiple caregivers
More structure during senior housing or care transitions
Add-On Services
Additional support is available for families who need more than the base monthly plan includes.
Advance Care Document & Notary Session
For families who need help organizing advance care planning paperwork, medical directive forms, health care agent information, emergency contacts, witness/signature planning, and copies for doctors, caregivers, or family members.
This session may include notary support for eligible documents when appropriate.
Document Organization Session
For families with insurance forms, discharge papers, senior housing applications, medical records, family records, appointment paperwork, or care documents that need to be sorted and organized.
Caregiver Family Meeting Prep
Support preparing for a family care meeting, including discussion points, care concerns, decisions needed, caregiver roles, and next steps.
Senior Housing Transition Support
Help organizing the moving pieces related to senior housing, assisted living questions, housing documents, care needs, family communication, and transition planning.
Appointment Follow-Up Support
Help reviewing what happened after an appointment, organizing next steps, tracking referrals, listing new questions, and updating the care summary.
Emergency Care Binder Update
A refresh of the care binder or care summary when medications, doctors, insurance information, housing, or caregiver roles change.
Starting at $299/month
Our Services
Care Readiness Setup Service $397
One organized care system your family can use immediately.
The Care Readiness Setup is a one-time service for families who need structure now. This service helps organize important care information in one clear system, so caregivers are not relying on scattered texts, memory, screenshots, or last-minute stress.
This service is for one care recipient.
What’s Included
Care Intake Review
We review the current care situation, family roles, appointment needs, medications, transportation routines, documents, and urgent priorities.
Medication and Supplement List
We create a clear list of current medications, supplements, dosage instructions, prescribing providers, pharmacy information, refill notes, and questions that may need follow-up.
Appointment Calendar
We organize upcoming medical appointments, dialysis sessions, therapy appointments, transportation needs, family meetings, and important care-related deadlines.
Transportation and Routine Plan
We create a written plan for appointments, recurring care routines, transportation needs, who is responsible, and backup options when possible.
Vitals and Symptom Tracker
We provide a simple tracker for blood pressure, weight, blood sugar, pain, swelling, appetite, fatigue, mood, sleep, movement, meals, or other care notes the family wants to monitor.
Caregiver Contact Sheet
We organize key contacts, including family caregivers, doctors, specialists, pharmacies, transportation providers, insurance contacts, housing contacts, and emergency contacts.
Doctor-Visit Question Sheet
We prepare a list of questions and concerns for upcoming appointments so families can speak clearly with providers and remember what needs to be addressed.
Emergency Information Page
We create a one-page emergency summary with key medical, medication, provider, insurance, caregiver, and emergency contact information.
Printable Care Summary
Your family receives a clean, organized care summary that can be printed, saved, emailed, or brought to appointments.
Best For Families Who Need Help With:
Caregiving organization
Medication and routine tracking
Appointment preparation
Dialysis or chronic care routines
Transportation planning
Caregiver communication
Medical paperwork organization
Post-hospital planning
Senior housing transitions
Family decision-making support