Care planning that supports your client's financial plan
When a client has a health event, Unicity Care Management helps the family evaluate care options and coordinate care with the client's budget and goals in mind.
When a client's care needs affect your work
- A client suddenly needs care and doesn't know where to start
- Family members disagree about what should happen next
- A hospital discharge happens with no clear plan
- A client pays for a level of care they don't need
- Assets are used earlier than your plan assumed
- You get pulled in to help with decisions outside your role
You remain the client's advisor. We handle the care side, assessing needs, comparing options against the client's medical reality and budget, and coordinating the chosen plan.
What we handle for your client
Assessment and planning
Medical, cognitive and functional evaluation, likely progression and a clear, practical care plan.
Ongoing oversight
Monitoring changes, coordinating providers and adjusting the plan as needs evolve.
Hospital and discharge support
Steering hospital stays and discharges, and working to prevent avoidable readmissions.
Level-of-care strategy
A clear look at home care, assisted living and memory care, to help match care to the client's needs and budget.
Family coordination
Aligning decision-makers, helping resolve disagreements and keeping communication clear and organized.
Reporting
Updates to you and the client's fiduciaries, within the permissions in place.
What care management adds after a health event
We evaluate options with the family, recommend a level of care that fits the client's needs and budget, help the family agree on a plan and monitor for changes. A health event may still change the plan, and when it does, we help the family respond deliberately.
What you can count on
Response within 24 hours
We contact the client or responsible party within 24 hours of your referral.
Assessment scheduled by urgency
A Registered Nurse or Licensed Social Worker completes a full evaluation, scheduled based on how urgent and complex the situation is.
Written care plan
After the assessment, you receive a written care plan. We send updates on the schedule you prefer, within the permissions in place.
Prompt escalation
We contact you promptly about significant medical events, observable changes in cognition, safety concerns or an unstable living situation.
Three situations advisors will recognize
These examples come from Unicity Care Management's work with clients. Details are kept general to protect privacy.
A fall, a rushed discharge and a divided family
An 82-year-old client was hospitalized after a fall, and the hospital moved quickly toward discharge while the family was unprepared and divided. We completed an assessment, coordinated the discharge plan and set up home care with ongoing oversight. The client returned home with care in place, and the family agreed on a plan.
Early memory changes, delayed decisions
A client with significant assets began showing early memory changes, and disagreement in the family had delayed any action. We assessed the client's cognitive status, put oversight and support in place and helped the family agree on a clear plan. Acting early helped the client stay independent longer.
The right level of care
After a health event, a family planned to move a client into assisted living. A full needs assessment showed that home care would meet the client's needs, so we designed and put a home care plan in place. The client stayed at home, and the family avoided paying for more care than was needed.
How we work with you
- You identify a client facing a complex care situation.
- We complete a full assessment.
- We build the care plan and put it in place.
- We manage changes as they come up.
- We keep you informed at the level you choose.
You remain the lead advisor throughout.
Questions advisors ask
Will you replace my role with the client?
No. You remain the client's lead advisor. We handle the care side, assessing needs, comparing options and coordinating the plan, so care decisions line up with the financial plan you've built.
How is care management paid for?
Care management is private pay and billed at an hourly rate. We explain fees to the client and family during the free consultation, before any services begin.
Can you help a client choose between home care and assisted living?
Yes. We compare home care, assisted living and memory care against the client's medical needs, safety and budget, then recommend the level of care that fits.
What will you share with me?
With the client's permission, or their legal representative's, we share updates on care decisions, major health changes and anything that could affect planning. We share only what the permissions allow.
When should I refer a client?
Good times to call include a recent hospitalization, memory changes, trouble with daily activities, family disagreement about next steps, care spending that is climbing quickly, or a care plan that isn't working.
How a referral works
- You contact us by phone at 888.609.8008 or with this form.
- We reach out within 24 hours to the client or the person responsible for their decisions.
- We schedule a clinical assessment based on how urgent the situation is.
- You stay informed. With the right permissions, we send updates on the schedule you set, and we contact you promptly about significant medical events, safety concerns or changes in cognition.
Please leave protected health information out of this form. We'll collect what we need directly, with consent.