Step 1: An initial informational phone conversation
Step 2: A free in-person consultation with the family
Step 3: An intake meeting with the family and the prospective client after which the intake paperwork is completed, and an informed consent is signed
Step 4: A life care plan is developed. This can be either a) a long-term care plan to include quarterly meetings with the client and a PLAN clinician for rapport building and continued evaluation and update or b) immediate provision of service for those in current need of care management.
Step 5: The care plan is a living document which is updated over time. The goal is to manage finances in order to provide perpetual care while supporting the individual in achieving maximum psychological and physical health as well as independence and quality of life.