Services
Each advocacy plan is tailored to your unique needs and situation
Medical Record Review & Health Summary
Collect and organize medical records from multiple providers
Review and translate medical language into plain English
Summarize medical history and current status
Review diagnostic tests, imaging, and lab results
Maintain a concise, up-to-date Medical Summary for providers
Family & Remote Support
Provide updates to family members who live at a distance or have difficulty in managing their loved one’s care due to time constraints such as caregiving, work, etc.
Serve as a central point of communication during hospitalization or treatment
Offer peace of mind to families managing long-distance caregiving
Please note: The client (patient) must sign a consent form allowing us to discuss their health. A separate agreement may be signed by a family member for payment
Medical Research & Treatment Options
Investigate evidence-based options for diagnosed or undiagnosed conditions
Review literature on emerging treatments, holistic options, and integrative care
Identify clinical trials, surgical alternatives, or adjunct therapies
Focus on neurological conditions, rare disorders, and complex medical scenarios
Transitional Care & Recovery Support
Ensure proper discharge planning and timely follow-ups
Reconcile medications between hospital and home/rehab
Confirm post-discharge instructions are understood and followed
Coordinate with skilled nursing, home care, or outpatient rehab as needed
Care Coordination & Appointment Support
Prepare you for appointments with question lists and agendas
Attend appointments in person or virtually (Zoom), take notes, ask clarifying questions
Summarize visits afterwards in writing for easy recall and record-keeping
Coordinate communication among all members of your care team
Help avoid redundant testing or gaps in care
Provider, Facility & Resource Navigation
Research and recommend qualified specialists and hospitals
Assist in obtaining second opinions
Provide a balanced discussion of risks, benefits, and alternatives
Inpatient Hospital Advocacy
Act as a patient liaison or surrogate family member
Communicate directly with physicians and treatment team
Monitor for safety concerns like medication errors or early discharge risks
Help advocate for appropriate length of stay and continuity of care
Advance Planning & Emergency Preparation
Assist with completion of Advance Directives and POLST forms
Compile and maintain a Medical Document Kit including:
Medication list
Insurance details
Emergency contacts
Advance Directive & legal forms
Ensure documents are shared with appropriate providers
Contact us to schedule a free 20 minute phone call to see if healthcare advocacy is right for you