Why and Who? Making referrals to CHA+ Concierge for Healthy Aging

Why? CHA+ Offers Assurance and Guides Healthy Decision-Making

Who?

Elder-law & estate attorneys

• Client needs non-legal aging plan

• Neutral navigation and family facilitation

Primary care/geriatrics/rehab

• Family needs community follow-through

• Resource coordination; no medical diagnosis

Financial planners/trust officers

• Aging needs affect family planning

• Non-financial care roadmap

Home-care agencies

• Family needs broader planning

• Appropriate referrals without exclusivity

Senior living/move managers

• Family is considering transition

• Decision support and transition planning

Faith communities & clergy

• Congregants seek trusted guidance

• Education, resource talks, navigation

County AAAs / public programs

• Private-pay family needs extra implementation support

• Referrals back to public benefits/services when appropriate

PT/OT, therapists, social workers

• Safety/function concerns need broader plan

• Coordinated community resource options

Realtors/home modification professionals

• Aging-in-place or downsizing decision

• Assessment before major housing decision

Employers/caregiver ERGs

• Employees are balancing work and elder care

• Workshops and family-navigation education