Expertise for every part of a complex medical picture.
These services can stand alone or work together — a single expert review, or coordinated support across a long course of care.
Comprehensive Nutrition Assessment
A clinical evaluation of nutrition status, dietary patterns, and the role food and supplements play in an existing medical picture. Useful for chronic conditions, recent diagnoses, unexplained changes in weight or energy, or a picture that's never been formally reviewed.
Includes: full dietary and medical history, review of current labs and medications, identification of nutrient-related risks, in home visits with kitchen and current food status reviews, and written, evidence-based recommendations for the care team.
Medicare and Medigap Coverage Review
Medicare coverage doesn't stay current on its own. This service provides annual review of Medicare, Medigap, and Part D coverage in the context of a client's current health, providers, and care utilization. When California's birthday-rule window opens, coordinates the clinical handoff to a licensed independent broker so any needed transition is documented, sequenced, and complete.
A critical service for trustees and fiduciaries to ensure their client is receiving complete, adequate, and cost-efficient healthcare coverage.
Includes: a written annual review, client meeting, clinical utilization summary, broker referral letter, and transition memo. Plan selection remains the responsibility of the licensed independent broker.
Medical Records Review & Care Summary
When care is spread across multiple providers and portals, no one is holding the whole story. This service gathers the relevant record, reviews it clinically, identifies any potential nutrient-drug interactions and documentation for the prescribing team and translates it into a clear summary: what's happening, what's been done, what's outstanding.
Includes: records collection across providers and systems, clinical review, and a written summary suitable for personal use, family coordination, or a broader care file.
Appointment Preparation & Accompaniment
A fifteen-minute appointment moves fast, and important questions get lost.
Before: building the right list of questions and organizing the relevant history.
During: attending in person or virtually, listening, asking, and taking notes.
After: a written recap of what was discussed and decided, and help understanding next steps.
Medical billing errors are common and frequently go unnoticed. This service reviews Medicare Summary Notices, Explanations of Benefits, and medical bills for errors, duplicate charges, improper billing, and missed appeals opportunities protecting clients and estates from preventable financial loss.
Includes: review of Medicare and private insurance claims, identification of billing errors and discrepancies, documentation of findings, and support for filing appeals or corrections with carriers and providers.
Medicare & Insurance Claims Review
Care Coordination, Advocacy & Transitions
For situations that extend beyond a single visit — multiple specialists, a long treatment course, cognitive changes, or anyone overseeing care for another person. Also covers critical transition points: hospital discharge oversight, emergency department accompaniment to facilitate communication between the care team and patient or family, and second-opinion coordination when another clinical perspective is warranted.
Includes: provider communication, appointment management, discharge planning oversight, emergency department accompaniment, second-opinion logistics, and ongoing written documentation for personal use, family coordination, or a professional file.
Not sure which service fits?
Most situations don't arrive neatly labeled. A conversation is the simplest way to sort out the best next step.
Contact Colleen today for an initial consultation.