Community Partners

Attorneys

Concierge is a trusted resource and referral partner for legal professionals responsible for referrals for client’s who have complex medical needs.

  • We are advocates for Special Needs Trust beneficiaries with a benefits analysis, case management, advocacy and quality of life.

  • We assist parents with children turning 18 apply for benefits and develop an independent living plan. Our team can also be a part of a solution to the least restrictive alternative to guardianship. If needs arise that are outside your area of expertise, we can help. 

  • We provide expertise in care planning, plus available community providers, resources, and benefits. Our team can also provide crisis support after a catastrophic injury.

Care Professionals

The list of healthcare providers we receive referrals from, including doctors, therapists, guardians, and discharge planners, is as diverse as our wide variety of clients. 

As clients transition out of medical facilities, we’ll work with you to plan, coordinate, and manage the care they will need to stay on track in the days, months, and years ahead. We can attend appointments, provide home visits, set up systems to maximize independence, coordinate care, facilitate direct care staff to help manage the day-to-day needs in someone’s home, and provide enrichment/engagement options. 

  • We support patients needing additional assistance with care needs at discharge or when transitioning to a care facility.

  • We support residents who live at home or in a facility (CCRC, Independent Living, Assisted Living, Memory Care, etc.) providing advocacy, clinical care coordination, boots on the ground security and support for adult children who live out of state. We can manage crisis support, home care staffing, provider realignment and enrichment/engagement services.

  • We provide support for clinical care coordination, home care staffing, independence skills development, vocational goals, enrichment/engagement services, guardianship care plans and much more.

Fiduciaries

If you act on behalf of a client to manage a Special Needs Trust, and/or other assets, we’re here to help. We often consult on the future care needs and benefits planning.

  • We serve as a liaison between clients and other interests to create budgets, ensure bills are paid on time, secure benefits and manage the day to day finances.

    We assist in developing a care plan ensuring a client’s preferences, care needs, benefits, personal needs and quality of life are considered and within budget. 

    We provide wellness visits to ensure a client is living in a safe place with ancillary services if needed.  

  • Concierge will coach clients to manage their personal budget, provide money management skills training, and develop systems that help increase autonomy with money while ensuring financial safety.

  • Concierge will consult with families and other professionals to understand the future of a beneficiary’s care plan aligning with the costs and public benefits associated with the care plan.