I offer a complimentary 15-minute introductory phone consultation. During that phone call, we will briefly discuss your needs and our services. The primary goal of the phone call is to determine if Best Patient Advocacy can help you achieve your goals.

If we agree that I can help you, the next step is an intake evaluation, a meeting that typically last 1-2 hours. During that meeting you and I will discuss your needs in greater detail and I will outline the services I might provide to help you achieve your goals. If I will be working closely with family members, I would like to meet those people at this meeting, if possible. Following the meeting a written plan that addresses each of your goals and a plan to achieve those goals will be prepared.

Depending on your situation, some of the subjects that will be covered in the plan include detailed reviews of your: 

  • Medical and medication records
  • Recent diagnoses and proposed treatment plans
  • Existing support system
  • Any physical or cognitive limitations, either short- or long-term
  • Any unmet medical, social, or housing needs

This plan will serve as the guideline for services and achievement of goals. The plan may be revised and extended if your needs and goals change. Throughout our relationship, I will be in close contact with you, and my highest priority will be clear communication with you, your family (as directed by you), and your health care team.