FAMILY CARE PLAN

Best for: Families coordinating healthcare for two or more household members.

The Family Care Plan is designed for situations where managing one person's care is only part of the challenge.

Whether you're coordinating care for aging parents, spouses, or multiple family members, this plan brings everyone's healthcare information into one organized system.

Everything included in the Premium Care Plan for up to two family members, plus:

Family-wide Healthcare Coordination

• Shared family healthcare calendar
• Coordinated scheduling across family members
• Cross-provider coordination
• Shared Digital Healthcare Binder
• Unlimited family meetings

2 Dedicated Care Planning Meetings/Month

These meetings provide dedicated time to:

• Review current healthcare needs
• Discuss upcoming appointments
• Review outstanding action items
• Coordinate responsibilities
• Identify concerns
• Establish priorities

Family Master Healthcare Calendar

One consolidated calendar showing:

• Healthcare appointments
• Transportation schedules
• Telehealth appointments
• Family meetings
• Follow-up deadlines

Family Care Dashboard

Your family's "single source of truth."

The monthly dashboard provides an organized snapshot of each family member's:

• Upcoming appointments
• Recent healthcare visits
• Outstanding referrals
• Wellness status
• Action items

Cross-Provider Coordination

The coordination system can track communication and activities involving:

• Primary care
• Specialists
• Therapists
• Home health
• Rehabilitation
• Behavioral health
• Case managers

Family Meeting Summaries

After care planning meetings, your family receives documentation of:

• Decisions made
• Assigned responsibilities
• Upcoming priorities
• Resources discussed
• Next meeting date

Healthcare Document Binder

Each family member has organized healthcare documentation, including:

• Appointment Summary Reports
• Pre-Appointment Reports
• Medication Lists
• Insurance Information
• Advance Directives
• Laboratory Reports
• Imaging Reports
• Hospital Records
• Resource Guides

Annual Healthcare Coordination Review

Your family receives a professional annual summary of:

• Total appointments coordinated
• Transportation arranged
• Telehealth sessions supported
• Wellness check-ins completed
• Resource referrals provided
• Family meetings facilitated
• Healthcare goals achieved
• Recommendations for the coming year

Additional household members may be added for:

$250/month per additional member

 Your family no longer has to manage healthcare information in separate calendars, email threads, notebooks, and conversations.

The Family Care Plan creates one coordinated system for the people who matter most, giving authorized family members greater visibility, organization, and clarity.