Everything we do

1.Research and compare specialists (volume, subspecialty, hospital affiliation)

2.Check who is in network and accepting new patients

3.Book appointments

4.Get on cancellation and waitlists so you're seen sooner

5.Chase a referral through the ordering office until it's booked

6.Get records and imaging sent ahead of the visit

7.Build a question list and symptom timeline for the visit

8.Arrange interpretation or language support

9.Arrange a ride to the appointment

10.Arrange a second opinion

11.Find a new primary care doctor

12.Find and screen clinical trials

13.Coordinate multiple specialists so they aren't working blind

14.Set up and test telehealth before the visit

15.Debrief after the visit: what was said, what happens next

16.Find care when you move or travel

1.Explain your coverage in plain English

2.File a prior authorization

3.Track a prior authorization and escalate when it stalls

4.Appeal a denial

5.Appeal further, including external review

6.Arrange a peer-to-peer review between clinicians

7.Pharmacy coverage: formulary, tiers, step therapy, exceptions

8.Coverage rules for equipment, home health, therapy, and nursing facility days

9.Explain the notices Medicare and your plan send you

10.Sort out coordination of benefits when two payers are involved

11.Verify network status before a procedure

1.Review your bills and match them against the plan's explanation of benefits

2.Find errors, duplicates, and miscoded charges

3.Get errors corrected and refunds issued

4.Dispute surprise and out-of-network bills

5.Apply for hospital financial assistance and charity care

6.Negotiate an outstanding balance

7.Set up a payment plan

8.Stop collections activity while a dispute is open

9.Lower prescription costs

10.Track where you stand on deductibles and out-of-pocket limits

11.Sort out bills after a hospital stay, where most errors happen

1.One screening for everything you may qualify for

2.Extra Help for prescription costs

3.Medicare Savings Programs

4.Medicaid application

5.SNAP food benefits

6.Utility and heating assistance

7.Property tax relief for older adults

8.Veterans benefits, including Aid & Attendance

9.Home and community-based services waivers

10.PACE: whether it fits, and how to enroll

11.Renewals and recertifications so nothing lapses

12.Appeal a benefit that was denied, reduced, or terminated

1.Home-delivered and community meals

2.Rides to medical and non-medical destinations

3.Equipment and supplies, from walkers to hospital beds

4.Home changes that prevent falls

5.A home safety review

6.Find, compare, and set up home care

7.Personal emergency response and fall detection

8.Adult day programs

9.Programs that address isolation and loneliness

10.Help with pets, so pet care isn't the reason you decline help

1.A care plan that stays current

2.A check-in every month

3.Reminders and prep before every appointment

4.One reconciled medication list across every prescriber

5.Route medication questions to the right clinician

6.Refill coordination and pharmacy synchronization

7.Track pending referrals, results, and authorizations so nothing stalls

8.Support through a hospital discharge and the days after

9.Follow-up after an emergency room visit

10.Consolidate records and portal access in one place

11.Schedule and prepare for your annual wellness visit

1.Find out whether you can be paid for the care you already provide

2.Enroll in a consumer-directed or self-directed care program

3.Training: transfers, bathing, wound care, dementia behaviors

4.Arrange respite, and find what pays for it

5.Set up portal access, proxy permissions, and releases

6.Facilitate a family conversation about who does what

7.Support for long-distance caregiving

8.Check in on how you're holding up, and connect you to support

1.Health care proxy and advance directive paperwork

2.Route end-of-life care conversations to the right clinician

3.Understand treatment options before a decision has to be made

4.What palliative care is, and how it differs from hospice

5.Compare long-term care options and what they actually cost

6.Referral to an elder law attorney when you need one

7.Get documents organized in one place