Typical workflow of an assessment with Holistic Aging*

1. Holistic Aging receives all required paperwork and retainer.
2. Holistic Aging president reviews paperwork received for completeness and content; client is on-boarded into our software and billing system (1.5 hrs. if family questionnaire is complete).
3. A Life Care Managers reviews content of family questionnaire to prepare for assessment and calls family and /or client to set up a time/date for the assessment. M-F start time 10 am – 2pm. (1 hour)
4. Life Care Manager drives to current residence of client and completes assessment (varies from 2-4 hours depending on complexity of the case).
5. Life Care Manager writes up a summary of findings/recommendations by analyzing family questionnaire, her assessment findings and research conducted, then emails this out to the family for review prior to the meeting. (2-3 hrs. depending on complexity of the case).
6. Life Care Manager sets up a time to have either an in-person meeting, zoom call or TC call to discuss findings. Findings discussed and mutual goals determined by the family (1.5-2 hrs.).
7. A Life Care Manager is assigned to the case if family desires continual service, and initial goals implemented.

*This time is not guaranteed, it can be more or less depending on the situation, but just to offer you some insight into our workflow-estimate billing time.