Referral resources
Materials to share with colleagues and the families you serve. To request printed copies or a partner meeting, call 888.609.8008.
For professionals
Elder Law Referral Packet
How Unicity Care Management supports guardianship, POA and Medicaid matters.
Wealth Management Referral Packet
Care oversight that protects a client's financial plan.
Pathway Home Program
Our 30-day plan for people returning home from the hospital or rehab.
To give to families
Presentations for your group
A Unicity care manager can present to residents, families, staff or community groups, with practical guidance and resources on each topic. To schedule a presentation, call 888.609.8008.
What Is Care Management?
An introduction to care management and how it supports older adults and families.
Starting the Conversation About Assisted Living
Guidance for discussing assisted living with a loved one.
Fall Prevention and Safety
Practical ways to reduce falls and make home safer.
Medication and Safety Awareness
Safe medication habits and how to reduce errors.
Dementia: Let's Dive In
What dementia is, how it affects daily life and ways to support someone living with it.
Challenges of Caregiving
The emotional, physical and practical sides of caring for someone.
Transitions as We Age
Planning for the changes that come with getting older.
Senior Scams
How to recognize and prevent scams that target older adults.
Senior Bullying
Understanding and addressing bullying among older adults.
Myths on Aging
Common beliefs about growing older, and what's true.
Nutrition and Hydration
Eating and drinking well as needs change.
Staying Hydrated in the Summer
Why hydration matters in warm weather, with simple tips.
Heart Health
Lifestyle habits that support heart health.
Parkinson's Disease
Symptoms, management and support.
Hoarding
Recognizing and responding to hoarding behaviors.
Genetics and Aging
How genetics influence health as we age.
Questions about our materials
Can I get printed copies?
Yes. Call 888.609.8008 to request printed referral packets or brochures for your office.
Which packet should I share?
Share the Elder Law packet with attorneys, the Wealth Management packet with financial advisors, the Home Care Agency packet with agencies and the Pathway Home overview with discharge teams. The brochure and handouts are written for families.
Can I share the family handouts?
Yes. The family handouts are free to download, print and share with the people you serve.
Can a care manager speak to our group?
Yes. Choose a topic from the educational series on this page and call 888.609.8008 to schedule a presentation.
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.