Health insurance can be confusing, time-consuming, and costly when misunderstood. This consultation service helps you clearly understand your insurance plan, verify coverage before care is received, and use health savings tools effectively—so you can avoid unexpected bills and make informed financial decisions about your healthcare.
Why This Service Exists
Unexpected medical bills are one of the most common—and preventable—sources of healthcare stress. Many people receive care without fully understanding coverage rules, only to face large, unexpected costs later. This service is ideal for individuals, families, and caregivers who want clarity, confidence, and cost protection when navigating insurance benefits.
Best for households managing multiple healthcare needs
Covers: Up to 4 household members
Minimum commitment: 3 months
What This Service Does
✅ Reviews insurance coverage for multiple family members
✅ Helps coordinate care across:
Primary care
Specialists
Pediatric, adult, or senior care
✅ Identifies cost-saving strategies for:
Shared deductibles
Family out-of-pocket maximums
✅ Guidance on:
Dependent care FSAs
Family HSA strategies
Support for scheduling and planning care to reduce costs
Priority email support and consolidated family action plans
Ideal for:
Families, caregivers, sandwich-generation households, or parents managing healthcare for children and aging relatives.
Family Insurance Navigation Experience
✅ Coordinated support for multiple household members
✅ Review of family deductibles and shared out-of-pocket limits
✅ Planning care timing to reduce overall family costs
✅ Guidance on dependent care FSAs and family HSA strategies
✅ Consolidated family action plans to keep everything organized
✅ Priority communication for time-sensitive questions
Outcome: Organized, cost-conscious healthcare planning for the whole household.
Clarity and Support for Every Step of Your Healthcare Journey.
Subscription: Minimum commitment: 3 months
What This Service Does
Everything included in the Single Consultation, plus:
✅ Ongoing plan support for:
Multiple appointments or procedures
Specialist care and referrals
Prior authorization guidance
✅ Assistance understanding:
Denials and Explanation of Benefits (EOBs)
Coverage changes during the year
✅ Guidance on HSA & FSA usage:
Eligible expenses
Strategic use for upcoming care
Email support between sessions
Monthly check-ins to prevent costly surprises
Ideal for:
Chronic conditions, ongoing treatment plans, or anyone wanting continued guidance and peace of mind.
Ongoing Insurance Support Experience
✅ Continued access as healthcare needs evolve
✅ Monthly check-ins to review upcoming appointments and coverage
✅ Guidance interpreting EOBs and denied claims (education only)
✅ Support understanding referrals, authorizations, and plan rules
✅ HSA/FSA planning to maximize healthcare savings
✅ Email support between sessions for quick questions
Outcome: Reduced stress and fewer financial surprises over time.
What You Will Feel
✅ More confident talking to insurers and providers
✅ Better prepared before appointments or procedures
✅ Less anxious about unexpected medical bills
✅ More in control of healthcare spending decisions
Transparency & Boundaries
This service provides education, navigation, and support—not legal, tax, or financial advice. Insurance decisions and coverage determinations remain with your insurer. The goal is preparation, clarity, and empowerment.
Best for quick clarity or a specific issue
Duration: 60-minute one-on-one consultation
Health insurance can be confusing, time-consuming, and costly when misunderstood. This consultation service helps you clearly understand your insurance plan, verify coverage before care is received, and use health savings tools effectively—so you can avoid unexpected bills and make informed financial decisions about your healthcare.
Why This Service Exists
Unexpected medical bills are one of the most common—and preventable—sources of healthcare stress. Many people receive care without fully understanding coverage rules, only to face large, unexpected costs later. This service is ideal for individuals, families, and caregivers who want clarity, confidence, and cost protection when navigating insurance benefits.
Best for quick clarity or a specific issue
Duration: 60-minute one-on-one consultation
What You Will Feel
✅ More confident talking to insurers and providers
✅ Better prepared before appointments or procedures
✅ Less anxious about unexpected medical bills
✅ More in control of healthcare spending decisions
Transparency & Boundaries
This service provides education, navigation, and support—not legal, tax, or financial advice. Insurance decisions and coverage determinations remain with your insurer. The goal is preparation, clarity, and empowerment.
Rising medication costs shouldn’t force you to choose between your health and your finances. This service helps you understand your medications, uncover safe coset-saving opportunities, and feel empowered when speaking with your healthcare providers. This is designed to help you save money - without compromising safety or effectiveness.
Best for: Individuals on 5-10 medications
Includes:
Medication review (prescription + OTC)
Identification of potential cost-saving opportunities
Generic vs. brand comparison
Pharmacy pricing and discount guidance
30-minute virtual consultation
Written summary with next steps
Best for: Individuals on 10-20 medications, supplements, and or chronic conditions
Includes:
Full medication review (prescription, OTC, supplements)
Duplicate therapy and safety check
Cost-saving strategy analysis
Insurance formulary education
Assistance program & savings resources
Pharmacy optimization (retail vs. mail-order)
60-minute virtual consultation
Personalized medication cost-reduction action plan
Monthly Subscription
Best for: Long-term medication users or caregivers
Includes Everything in the Comprehensive Plan
Full medication review (prescription, OTC, supplements)
Duplicate therapy and safety check
Cost-saving strategy analysis
Insurance formulary education
Assistance program & savings resources
Pharmacy optimization (retail vs. mail-order)
60-minute virtual consultation
Personalized medication cost-reduction action plan
Plus:
Quarterly medication cost reviews (3 months)
Support with medication changes or new prescriptions
Updated savings strategies as costs or coverage change
Email support between sessions
Caregiver-friendly guidance if managing meds for a loved one
Nurse-Led Support to Help You Feel Confident, Organized, and Heard
Healthcare shouldn’t feel confusing or overwhelming. Our medical visit preparation and care navigation services are designed to help individuals and caregivers navigate medical appointments, hospital visits, and surgical care with clarity and confidence.
Led by an experienced nurse, this service focuses on education, organization, and patient empowerment—so you can take an active role in your healthcare decisions.
Our medical visit preparation and care navigation services help patients and caregivers feel confident, organized, and supported—before, during, and after healthcare encounters.
Pricing & Service Packages
Visit Ready™ – Medical Appointment Preparation
Includes:
30-minute pre-visit consultation (virtual or phone)
Review of symptoms, medications, and health history
Customized question list and appointment agenda
Communication coaching for speaking with providers
15-minute post-visit summary and next-steps review
Ideal for: Primary care visits, specialist appointments, second opinions
Nurse-Led Support to Help You Feel Confident, Organized, and Heard
Healthcare shouldn’t feel confusing or overwhelming. Our medical visit preparation and care navigation services are designed to help individuals and caregivers navigate medical appointments, hospital visits, and surgical care with clarity and confidence.
Led by an experienced nurse, this service focuses on education, organization, and patient empowerment—so you can take an active role in your healthcare decisions.
Our medical visit preparation and care navigation services help patients and caregivers feel confident, organized, and supported—before, during, and after healthcare encounters.
Health Organizer™ – Medical Records & Paperwork Assistance
Includes:
Assistance requesting medical records from providers
Organization of records into clear, easy-to-use formats
Help completing medical forms and releases
Creation of a portable medical summary
30-minute consultation (virtual or phone)
Ideal for: New providers, complex histories, caregiver support
Nurse-Led Support to Help You Feel Confident, Organized, and Heard
Healthcare shouldn’t feel confusing or overwhelming. Our medical visit preparation and care navigation services are designed to help individuals and caregivers navigate medical appointments, hospital visits, and surgical care with clarity and confidence.
Led by an experienced nurse, this service focuses on education, organization, and patient empowerment—so you can take an active role in your healthcare decisions.
Our medical visit preparation and care navigation services help patients and caregivers feel confident, organized, and supported—before, during, and after healthcare encounters.
Hospital Companion™ – Hospital Visit & Care Navigation
Includes:
Pre-admission planning consultation
Guidance understanding tests, treatments, and daily plans
Virtual or phone support during hospitalization
Discharge planning and transition-of-care review
45-minute Post-discharge follow-up call (virtual or phone)
Ideal for: Hospital stays, ER follow-ups, care transitions
Prepares you for hospital admissions or procedures
Helps you understand hospital processes, tests, and care plans
Reviews discharge instructions and follow-up care
Nurse-Led Support to Help You Feel Confident, Organized, and Heard
Healthcare shouldn’t feel confusing or overwhelming. Our medical visit preparation and care navigation services are designed to help individuals and caregivers navigate medical appointments, hospital visits, and surgical care with clarity and confidence.
Led by an experienced nurse, this service focuses on education, organization, and patient empowerment—so you can take an active role in your healthcare decisions.
Our medical visit preparation and care navigation services help patients and caregivers feel confident, organized, and supported—before, during, and after healthcare encounters.
Surgery Support™ – Pre-Op & Post-Op Surgery Care
Includes:
30-minute Pre-operative planning consultation (virtual or phone)
Review of surgical instructions and medication questions
Personalized pre-op and recovery checklists
Post-op discharge instructions review
Recovery check-in and red-flag education
45-minute Post-operative follow-up call (virtual or phone)
Ideal for: Elective or medically necessary surgery
Nurse-Led Support to Help You Feel Confident, Organized, and Heard
Healthcare shouldn’t feel confusing or overwhelming. Our medical visit preparation and care navigation services are designed to help individuals and caregivers navigate medical appointments, hospital visits, and surgical care with clarity and confidence.
Led by an experienced nurse, this service focuses on education, organization, and patient empowerment—so you can take an active role in your healthcare decisions.
Our medical visit preparation and care navigation services help patients and caregivers feel confident, organized, and supported—before, during, and after healthcare encounters.
Total Care Navigation™ – Premium Patient Advocacy Package
Includes:
Unlimited messaging regarding medical appointment preparation
Medical records and paperwork assistance
Hospital or surgery support
Ongoing care coordination and education
Priority access and extended support
60-minute no obligation meeting monthly (virtual or phone)
Ideal for: Chronic conditions, complex care, caregivers
