• Initial discussion and overview of situation.
• Nursing Assessment of medical history and current medical needs.
• Living Situation Assessment and its limitations and what the living arrangement desires of the client are.
• Functional Level Assessment of every day living needs and what assistance may be required.
• Financial overview that will factor into decision making.

• A written compilation of above information with suggested plan.

• Carrying out plan of care.

• Initial discussion and overview of situation.
• Assisted Living evaluation to determine which facility would best suit client's needs, i.e. - activities offered, size of facility, location. They vary greatly. I have done extensive evaluations on each one including reviews of regulatory inspection reports to ensure they are in compliance with regulations. I do not take referral fees from facilities and, therefore, remain totally objective and your advocate.
• Nursing Assessment with medical history and current medical and psychosocial needs.
• Financial overview that will factor into decision.

• A written compilation of above information with recommendations.

• Discussion with appropriate facilities of client's needs.
• Visits to facility with client.
• Ongoing oversight of client while in facility.

• Initial discussion and overview of situation.
• Functional Level Assessment of every day living needs and assistance required.
• Financial overview that will factor into decision.

• Written compilation of above information with suggested home care or home health providers. Home care and Home Health companies vary greatly and I refer only to ones which I have personal knowledge of the quality of care including regulatory compliance.

• Ongoing oversight of client to assure home care or home health is provided appropriately.

• Initial discussion and overview of situation.
• Assessment of current situation to include Geriatric Care Management psychosocial assessment, Functional Level, and needs.

• Written compilation of above information and recommendations for ongoing oversight.

• Implementation of plan and ongoing oversight.

• Initial discussion and overview of situation.
• Complete Nursing Assessment of medical history and needs.
• Medication Profile Assessment and Symptom Analysis.
• Review of physician’s medical records.
• Discussion of relationship with physician which may include visiting doctor with the client.

• Written compilation of above with recommendations.

• Not sure what needs you or your loved one have? Use these tools to help assess your healthcare and financial service needs:
• Developing Your Healthcare Road Map
• Financial Services Assessment Tool
• Plus, read Metta’s advice on:
  • "How to Get the Most From Your Next Doctor’s Visit".