ENHANCED CARE PLAN

 Best for: Adult children managing an aging parent, individuals with chronic conditions, or clients seeing multiple healthcare providers.

The Enhanced Care Plan is designed for families whose healthcare needs are becoming more frequent or complicated.

Everything in Essential is included—with substantially more coordination, documentation, wellness oversight, and family communication.

Healthcare Appointment Coordination

• Up to 8 healthcare appointments per month
• Scheduling, rescheduling, and confirmations
• Appointment reminders
• Personalized monthly healthcare calendar
• Provider contact directory
• Referral tracking

Transportation Coordination

• Up to 8 transportation requests per month

Weekly Wellness Check-Ins

• Weekly wellness check-in calls
• Monitoring of general wellness and engagement
• Identification of new concerns
• Follow-up recommendations when appropriate

Appointment Preparation

• Up to 4 Pre-Appointment Reports per month

Each report organizes:

• Appointment objective
• Current symptoms or concerns
• Client/family questions
• Medication updates
• Recent health changes
• Topics to discuss with the provider

This means your loved one can arrive at appointments better prepared and less likely to forget important questions or concerns.

Appointment Documentation

• Up to 8 Appointment Summary Reports per month

Each summary can document:

• Provider and specialty
• Appointment date and time
• Purpose of visit
• Provider recommendations
• Medication changes
• Labs or imaging ordered
• Referrals
• Follow-up instructions
• Next appointment
• Outstanding action items

Healthcare Documentation Organization
Your Digital Healthcare Binder is maintained with important information such as:

• Medical records
• Insurance documents
• Medication lists
• Appointment summaries
• Provider information
• Referral information
• Laboratory summaries
• Hospital discharge summaries
• Emergency contacts

Telehealth Guidance

• Full telehealth and readiness support by conducting "tech checks" of audio and visual prep

Family Communication

• Bi-weekly Family Updates
• Healthcare activities completed
• Upcoming appointments
• Outstanding tasks
• Wellness observations
• Coordination completed

Resource Navigation

• Unlimited resource research
• Customized community and support resources based on identified needs

Your family receives a much clearer picture of what is happening with your loved one's care:

• Personalized Monthly Healthcare Calendar
• Appointment Confirmation Reports
• Provider Contact Directory
• Referral Tracking Log
• Pre-Appointment Reports
• Appointment Summary Reports
• Weekly Wellness Summary Reports
• Updated Digital Healthcare Binder
• Bi-Weekly Family Update Reports
• Customized Resource Recommendation Reports

Instead of constantly asking, "What's going on with Mom or Dad?" you have organized information, documented follow-ups, and regular updates.

The Enhanced Care Plan is designed to give families ongoing visibility and confidence without requiring them to personally manage every healthcare detail.