“it is my vision to help seniors obtain quality medical and personal care. as a certified elder...

EASE Plan Your Guide to the On-Boarding Process

“no one should go to the ER alone”

“It is my vision to help seniors obtain quality medical and personal care.

As a certified elder law attorney, I have seen the enormous benefit that a trained and experienced care coordinator can have on my elderly clients' quality of life.”

Janis Carney

Founder Vision

On Boarding with the EASE PlanReview Services and Costs

Membership Agreement, download and ReviewApplication, SubmittedApply and EASE Plan RespondsAssimilate (Electronic) Medical RecordsMember (and Family) InterviewReview current care Plan

Assess current Housing, and options to Optimize Long TermCollect information on existing Medications

Costs and Billing

Step 1: Review EASE Plan Services

Obtaining a thorough medical history, list of current medications, diagnoses, and physicians

Obtaining information about the home environment in order to make recommendations or prepare for facility placement should a change in health condition occur

Gather the information needed to coordinate the Member’s care

Consulting with and educating the patient and family on the many aspects of long-term care as the patient’s legal rights

Step 2: EASE Plan Membership Agreement

.. the Member and Family must download from the website, or request a printed copy of the Membership Agreement which should be reviewed thoroughly

Step 3: EASE Plan Application

.. the EASE Plan Team requires background information to evaluate the eligibility and logistics of Membership. This is collected through the use of an Application Form.

Step 4:EASE Plan responds to the Application, and will Review with the Applicant

A careful review of the Application is an important step in the process so the prospective Member has all of their questions answered, and any concerns are addressed.

Step 5: Collect and Assimilate Medical RecordsThe Member’s Electronic Medical Record (EMR) needs to be as complete as possible.

This EMR is stored in a secure, and HIPAA compliant system

Step 6:Member and Family Interview

The Care Advocate will come to the Member’s home to conduct an Interview, and will ask to include those in the Member’s Family who are participating in the Member’s care and long term Planning

Step 7:Review Current Care Plan

Collect the Physician’s contact information

Assess current Housing, and options to Optimize Long Term

Collect information on existing Medications

Step : 8Costs and Billing

The Costs related to the various Membership Levels will be explained, and understood by all those participating in the delivery of care, including the Member and their family

And the Billing arrangement should be carefully discussed to suit the Member’s needs

Contact the EASE Plan Today You can reach the EASE Plan at:

www.EasePlan.com 408-402-6400 contact@easeplan.com

750 University Avenue, #130 Los Gatos, CA 95030

EASE Plan Your Guide to the On-Boarding Process

“no one should go to the ER alone”