Return calls and assess prospective clients

Follow-up with prospective clients who initially said no or did not respond

Meet with clients and conduct your intake process, gathering demographic information, insurance, and medications

Verify information that may already have been gathered

Enter data into your care management system

Develop a personalized care plan (short-term, long-term, crisis, diagnosis-based)

Attend medical appointments via phone call, take notes, ask questions, advocate for the client, and write reports.

Educate caregivers, and provide support and solutions via phone or virtual meetings

Educate and assist clients with their online patient portals, ie, mychart

Conduct weekly or monthly check-ins with clients

Verify insurance coverage, including Medicare and Medicaid

Initiate Long-Term Care Insurance claims and appeals

Make appointments

Obtain medical records

Reach out to existing and / or build new referral sources

Download software reports, provide analysis and interpretation

Prepare business for a crisis and create an emergency binder

Assist with gifts and notes of appreciation for condolences (holidays,

birthdays, deaths, etc.)

Timely medical appointments

Client placement

Coordination of care at home

Discharge planning, gathering records/documents, medication list. Coordination of all the services.