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.
HOW WE WELCOME OUR CLIENTS:
Onboarding and Assessment
New clients begin in our 3 month onboarding phase to ensure a successful long term relationship. Throughout our onboarding phase we:
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.
