Case Assessment Policy  Acknowledgement Form

Wayfinder Patient Advocates Case Assessment Policy

Introduction

Our practice is committed to providing exceptional advocacy and support services for our clients. The case assessment fee is a fundamental part of our introductory process, ensuring that each case receives the attention and expertise required for a comprehensive evaluation. This policy delineates the scope and limitations of the case assessment service for which you have paid.

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Case Assessment Fee and Services

The case assessment fee is meticulously structured to cover a comprehensive evaluation of your specific situation. This fee compensates for the advocate's time and expertise, which includes but is not limited to:

• Conducting an in-depth discussion to gather essential details about your situation.

• Reviewing and refining notes and timelines to better understand the complexities of your case.

• Compiling recommendations on the best course of action tailored to your needs.

• Calculating costs for services required to achieve the desired outcomes.

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Following the case assessment meeting, the advocate will create a customized strategic plan tailored to your circumstances. This plan will include actionable recommendations, a timeline for implementation, and transparent service fees. This is the deliverable of the service.

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Scope of Services

It is crucial to understand that the case assessment fee solely covers the strategic planning phase of your advocacy. This includes the initial evaluation and formulation of a plan of action based on the information provided and gathered during the assessment. The following are explicitly included within this phase:

• Comprehensive examination of the client's situation.

• Direct consultation with the client to understand and gather crucial information.

• Development of strategic recommendations for moving forward.

Case assessment fees are non-refundable.

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Limitations

The case assessment fee does not extend to the execution of the proposed plan, attendance at appointments, or any further services beyond the strategic planning phase. Similar to hiring a contractor for a home condition assessment, our fee compensates for the expertise in evaluating your situation and devising a strategy, NOT for implementing the strategy or ongoing support services.

For the execution of the strategic plan and any additional services outside the initial assessment, separate fees will be applicable. These will be discussed and agreed upon before any further actions are taken. Clients who move forward with the customized plan and pay the separate fees associated with required services will have their case assessment fee credited to overall service fees.

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Conclusion

We value transparency and clear communication with our clients. This policy is designed to ensure that you thoroughly understand what the case assessment fee entails and the extent of services provided under this fee. We are dedicated to offering tailored, strategic solutions during the assessment phase to pave the way for successful advocacy on your behalf.