Our Process
How it works
A clear, careful process — from the first referral to a matched caregiver — so families always know what happens next.
Video coming soon
Watch: How care gets started
- 1
Referral received
Our office receives the referral and gathers basic client information to get started.
- 2
Care planning appointment scheduled
We schedule a care planning appointment at a time that works for the client and family.
- 3
Admission packet completed
The admission packet is completed so all required documentation is in place.
- 4
Client assessment conducted
A thorough assessment covers physical status, cognitive status, ADLs/IADLs, home safety, and personal preferences.
- 5
Personalized care plan developed
We develop an individualized care plan tailored to the client's specific needs and routines.
- 6
Caregiver assigned
A caregiver is carefully assigned based on skills, experience, and the client's needs.
Referrals Welcome
Who refers to us
- Hospitals
- Skilled nursing facilities
- Assisted living facilities
- Case managers
- Social workers
- Physicians
- Family members
- Self-referrals
Ongoing Oversight
Care plan review cadence
Care plans aren't static. We review and update each client's plan:
- Monthly scheduled reviews
- After any incident
- When client needs change
- At family request