HOW WE WELCOME OUR CLIENTS:
Onboarding and Assessment
Throughout our onboarding phase, we provide the following to ensure a successful, long-term relationship:
Meet with the client and their family
Get to know current circle of support
Identify gaps in support, structure, benefits, and services
Conduct preliminary research based on client needs
Establish agreed upon short, intermediate, and long term goals
Create a curated care plan to be implemented by the Case Management (CM) team
Support a transition to our Case Management team
HOW WE WORK WITH OUR CLIENTS:
Case Management
The Case Manager and Case Management team get to know you, your values, and priorities closely. As an ongoing partner, the Case Manager focuses on and facilitates the services outlined in the client’s care plan. They provide a range of ongoing services from the menu of options below, taking into account that needs and priorities evolve. The CM team works alongside siblings, other family members and/or friends as the day-to-day professionals on the ground.
HOW WE MAINTAIN A MEANINGFUL FUTURE:
Future Care and Sustainability
Once we have established a foundation of support and services, we reassess and tailor a plan to address ongoing and future needs. Our Case Managers serve as personalized concierges overseeing the physical, emotional, and social wellbeing of the client while providing routine updates to the family and key members of the client’s team (i.e. trustees, guardians, etc).
How We Work:
We operate under a retainer model to ensure we can meet the evolving needs of our clients. We will work with you to create a cadence that best meets your needs. We have found that the following structure best sets our clients up for success:
Weekly In-Person Visits
Case Managers typically meet with the adult client once a week in person. Depending on the client’s needs, the Case Manager will focus on activities such as interview preparation, social coaching, ADL support and skill-building, and more.
Weekly Virtual Check-Ins
Case Managers typically meet with the family once a week virtually to review progress and align on next steps. While we prefer a weekly cadence early on, we can adjust the pacing as needed.
Weekly Email Updates
To keep all stake holders up to date on our efforts and progress, Case Managers send weekly written updates. These updates will include progress on open items, questions or concerns, and concrete next steps.
While this structure works for many of our clients, it is not a one-size-fits-all model; We will work with you to create a structure that best meets your needs.
Case Management
Our Process
We know that ongoing person centered planning is constantly evolving. We have structured our process into three different phases, onboarding, case management, and future care/sustainability. We assess existing supports, develop comprehensive care plans, and establish and maintain a reliable network of care, for today, tomorrow, and the future.