ESSENTIAL CARE PLAN

Best for: Independent seniors, busy professionals, adult children who need occasional assistance, or families whose loved one is generally independent but needs help staying organized.

The Essential Care Plan provides a dependable layer of support for routine healthcare coordination.

 Healthcare Appointment Coordination

• Up to 4 healthcare appointments coordinated per month
• Scheduling, rescheduling, and appointment confirmations
• Appointment reminders
• Ongoing provider directory management
• Organized monthly healthcare calendar

Transportation Coordination

• Up to 4 transportation coordination requests per month
• Confirmation of transportation arrangements

Wellness Oversight

• 2 wellness check-in calls per month
• 15–20 minutes per check-in
• Identification of new concerns or follow-up needs
• Wellness Summary documentation

Telehealth Support

• Technology readiness check before scheduled telehealth appointments
• Assistance with basic audio/video preparation

Healthcare Organization

• Digital Healthcare Binder setup
• Secure document storage
• Appointment calendar management

Resource Navigation

• Up to 2 customized resource referrals per month
• Research based on the client's identified needs

Family Communication

• 1 monthly Family Update
• Delivered by phone, email, or 30-minute video conference

 At the end of the month, you have organized documentation showing what was coordinated and what is coming next:

• Appointment Confirmation Reports
• Monthly Healthcare Calendar
• Wellness Summary Reports
• Transportation Confirmations
• Family Update Report

 You don't have to remember every appointment, transportation detail, or healthcare task yourself.

Essential Care Plan gives you a reliable support system for the routine details—while keeping you informed about your loved one's healthcare activity.