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May 27 2016

Aging Life Care Manager: The Hub of Senior Care

This is another piece in my series on the senior “ecosystem…Make A Difference

I got introduced to Kandall Crye through a fellow professional that operates in the senior space. Kendall works at a firm called Senior Resource Consulting that was started by a veteran in the healthcare industry named Mandy Merkel. I wanted to know from Kendall, what care management is all about. Coming out of that meeting (it was actually coffee on a cold day in January…snow in Atlanta?!), I knew I needed to ask her to write something up for the Caring Companions of Atlanta BLOG. Senior Resource Consulting’s piece is below. Care managers are THE hub in senior care! Glad to know you Kendall!

Aging life care management is a holistic, client-centered approach to caring for older adults or others facing ongoing health challenges.  Working with families, the expertise of Care managers provide the answers at a time of uncertainty. Their guidance leads families to the actions and decisions that ensure quality care and an optimal life for those they love, thus reducing worry, stress and time off of work for family caregivers through:

  • Assessment and monitoring
  • Planning and problem-solving
  • Education and advocacy
  • Family caregiver coaching

What is an Aging Life Care Manager?

An Aging Life Care Manager, also known as an Aging Life Care Professional, is a health and human services specialist who acts as a guide and advocate for families who are caring for older relatives or disabled adults.  The care manager is educated and experienced in any of several fields related to aging life care / care management, including, but not limited to nursing, gerontology, social work, or psychology, with a specialized focus on issues related to aging and elder care.

“Why use an Aging Life Care Manager?

A Care Manager can:

  • Conduct a professional assessment
  • Arrange care services
  • Find community resources
  • Assist with a residential placement when the time comes
  • Be a source of information regarding financial, legal and other areas

What’s the process?

Step 1: Conduct an in-person assessment

Interview questions cover a range of issues relevant to an elder’s health and living situation, including everyday activities, nutritional status, safety, memory, depression, finances, insurance, and more.

Step 2: Make a Care Plan

A Care Plan includes the results of the assessment, recommendations, and referrals for local care options.  The Manager will go into great depth in explaining some of the details of the plan, what led to the recommendations, what you can expect, and prioritize the needs list. Often the plan will include referrals to other professionals such as financial planners and eldercare attorneys; a good geriatric care manager will know when the situation calls for other professional help and has a list of resources ready to provide to the client.

A Care Plan will also include regular reassessments.  As we age, so do our capabilities.  Capabilities and functions need to be monitored as time goes on with adjustments made for those changes.  The plan may be modified, in consultation with client and family, as circumstances change

Step 3: Arrange services

Even when services are not available directly through the Geriatric Care Manager, your GCare Manager will arrange for the services through other parties.

An Aging Life Care Manager finds out what you can do yourself, what can be done by other family members, matches this to the priority lists and economic abilities, and then helps to arrange for and monitor services.

Care Managers are uniquely connected in the community.  It’s not like hiring your sister.  Most Aging in Life Care Managers have been around for awhile, know the right people, and know how to get things done.  In many cases they can save you more than their own fees by making the proper connections and knowing whom they are hiring.  They know which programs work, know many of the care services and their reputations, and can often help avoid trouble by working with others whose history, strengths, and weaknesses they understand.

Even if you are local to your parent, Care Managers can take a load of organization off from your shoulders.  They coordinate between service providers and are in many ways, like a General Contractor.  Service personnel and companies are responsible for responding to them, not you.

In many cases, the service personnel are even more responsive and informed with a Gaging Life Care Manager than they would be with you.  The Care Manager knows what is to be done, helps communicate between service companies and individuals, and often catch issues before they become problems.

If you are remote from your parent, they are even more beneficial to you.  Getting in touch with local service companies and monitoring them is difficult if not impossible from 1000 miles away.  The Aging in Life Care Manager becomes you for the purposes of establishing and monitoring services and needs.

Step 4: Monitor needs

As situations change so do the needs of the client. A good care manager maintains an ongoing relationship with the family and is available for follow up assessments and recommendations. Often they can spot issues before they become problems and get them resolved.

Specific services offered by care managers include but are not limited to

  • Housing – helping families evaluate and select appropriate level of housing or residential options
  • Home care services – determining types of services that are right for a client and assisting the family to engage and monitor those services
  • Medical management – attending doctor appointments, facilitating communication between doctor, client, and family, and if appropriate, monitoring client’s adherence to medical orders and instructions
  • Communication – keeping family members and professionals informed as to the well-being and changing needs of the client
  • Social activities – providing opportunity for client to engage in social, recreational, or cultural activities that enrich the quality of life
  • Legal – referring to or consulting with an elder law attorney; providing expert opinion for courts in determining level of care
  • Financial – may include reviewing or overseeing bill paying or consulting with accountant or client’s Power of Attorney
  • Entitlements – providing information on Federal and state entitlements; connecting families to local programs
  • Safety and security – monitoring the client at home; recommending technologies to add to security or safety; observing changes and potential risks of exploitation or abuse

Local, cost-effective resources are identified and engaged as needed.”

At then end of the day, care managers are the glue of the senior ecosystem…they know what’s out there and how to seamlessly access those resources for the senior and their family. If you have an older family member and are not sure where to turn, start there with Kendall and Senior Resource Consulting!

http://seniorresourceconsulting.com/

Kendall M. Crye

Senior Resource Consulting

Geriatric Care Management

404-392-9470

Written by Adam Seever, Owner · Categorized: Senior Citizen Information, Seniors and Money · Tagged: care manager, senior

May 10 2016

Daily Money Management for Older Adults

Bakerdmm logoI met Chris Baker of Baker DMM. LLC about a year ago though a mutual friend. I was interested in what he did with the senior population and how he helped them with their day-to-day finances. In speaking with Chris, he mentioned that studies show that elderly people are conned out of $2.9 billion every year, but experts believe only 1 out of every 30 cases of elder financial fraud are ever reported. We all know people that have their financial house in order and “high-five” to all those seniors that do. However, if you have loved one that might be vulnerable to fraud or simply cannot keep up with their monthly bills or cash flow, Baker DMM can help. One instance of fraud can wreck someone on a fixed income.

I asked Chris to share some of his wisdom on seniors and money and he was kind enough to send me the piece below. Take a read…and If it sounds like your loved one, give him a call. He can help.

“Signs an Elderly Person May Benefit from a Daily Money Manager

All types of people can benefit from having a daily money manager look out for their personal financial interests. It can make life so much easier to know you can rest assured your money is being managed on your behalf.

The elderly benefit from a daily money manager for a number of reasons. They generally have a nest egg that needs watching over, but whether it be from a cognitive or physical impairment, they may have a tough time doing so on their own. In addition to these issues, elderiStock_000014512399Large - Copyly individuals are often targets for people who may not have their best interests at heart. Sadly, many times the people taking advantage of the Senior are the people they know best.

If you know an elderly person who would benefit from the services of a daily money manager, it can sometimes be tough to broach the subject. But there are signs to look for that should encourage you. If you visit them at their home, you may notice some of the following examples:

  • House is unorganized
  • Mail is starting to pile up
  • Valuables have gone missing
  • Bills are going unpaid
  • Utilities are cut or in jeopardy of being cut

If you are a service provider, you may also notice odd things with their documents. Perhaps a change of address shows up on their financial statements or bills. They may change their power of attorney or loved ones may inform you of a new “friend” who is isolating them. Someone new may even be moving in. If you ever notice new relationships, signatures, or documents that might seem suspicious, this should set off alarm bells.

So whether you’re a loved one, or a service provider, if you see any of the above mentioned events occurring, please reach out to Baker DMM so we can figure out the best way to help your loved one or client.”

Thanks for the info Chris…I know I am going to keep my eyes peeled for those that might be in distress. If you want to contact Chris, please see a link to his website below, a testimonial (let’s face it, we want to know who handles out money!) and his contact information.

Cris Baker, CPA

Managing Director

678.828.4314

http://www.bakerdmm.com/about-us/

 

Adam

Written by Adam Seever, Owner · Categorized: News, Senior Citizen Information, Seniors and Money · Tagged: fraud, money, seniors

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