Care and Benefit Coordination

As fiduciaries, we do what is needed to ensure the wellbeing of our clients. Here are key services that Portland Family Fiduciary provides:

Care Coordination Services

1. Personalized Care Planning

   • Develops a care plan tailored to the ward’s or beneficiary’s specific needs (e.g., health, housing, education).

   • Monitors and adjusts the plan based on changes in circumstances26.

2. Healthcare Management

   • Coordinates medical appointments, treatments, and follow-ups.

   • Assists with medication management and ensures adherence to treatment plans46.

3. Support for Daily Living

   • Provides assistance with grooming, hygiene, meal preparation, mobility, and other daily tasks.

   • Ensures access to community inclusion activities and socialization events1.

4. Crisis Support

   • Offers emergency interventions during health or personal crises.

   • Facilitates transitions between care settings (e.g., hospital discharge to home care)67.

5. Self-Management Goals

   • Encourages wards or beneficiaries to take an active role in their care where possible.

   • Provides tools and resources for managing their own health and finances6.

Benefit Coordination Services

1. Financial Management

   • Oversees money management, budgeting, and bill payments on behalf of the ward or beneficiary.

   • Tracks benefits such as Medicaid, Social Security, or other entitlements12.

2. Benefits Acquisition

   • Helps individuals apply for and maintain eligibility for government programs like housing assistance or healthcare coverage25.

3. Resource Alignment

   • Links individuals with community resources such as housing providers, behavioral health services, or vocational training programs26.

4. Legal and Administrative Support

   • Maintains records of all transactions and decisions related to care and benefits.

   • Ensures compliance with legal requirements and fiduciary duties12.

Additional Services

1. Transportation Assistance

   • Arranges transportation for medical appointments, social events, or daily errands1.

2. Advocacy

   • Acts as an advocate for the ward’s rights in healthcare, education, or legal matters.

   • Collaborates with service providers to address gaps in care69.

3. Quality Improvement

   • Monitors outcomes to ensure high-quality care and adjusts plans as needed26.

These services are designed to provide holistic support while ensuring accountability and alignment with the individual’s needs and goals.

Citations:

1. https://www.gcareservices.com

2. https://www.myflfamilies.com/document/7086

3. https://www.guardiannurses.com/mcc-program/

4. https://www.decent.com/blog/what-is-a-care-coordinator-unveiling-the-secrets-of-coordinated-care

5. https://www.guardianlife.com/group/disability-insurance/caregiving-support

6. https://www.ahrq.gov/ncepcr/care/coordination.html

7. https://guardianmcs.com/case-management/

8. https://cha.com/wp-content/uploads/2017/04/2-Trustee-Candidate-Overview-and-Application.doc

9. https://itsguardian.com

10. https://www.guardiancarecenter.org