Referral Partners

Helpful referral support for clients experiencing:

✓ Administrative overwhelm
✓ Hospital discharge transitions
✓ Downsizing or relocation
✓ After-loss paperwork and organization
✓ Family caregiver coordination
✓ Benefit and resource navigation

Referral Partner Overview Package

A non-financial, non-clinical administrative support service for independent seniors

1. Service Summary

Seniors Administrative Solutions helps independent seniors stay organized with household bills and recurring expenses.

Core outcomes:

• Reduced missed or late payments

• Lower stress related to paperwork and deadlines

• Improved clarity for seniors and families

This service supports independence and complements — but does not replace — medical, social, or financial care.

2. What the Service Is / Is Not

This service is:

• Administrative and organizational support

• Bill and expense tracking (no payment)

• Monthly summaries for clarity

• Optional family or POA communication with written consent

This service is not:

• Financial management or bookkeeping

• Bill payment or money handling

• Legal, tax, or financial advice

• Power of Attorney or substitute decision-making

• Home care or personal care

3. Ideal Referral Profile

This service is appropriate for seniors who:

• Live independently

• Are cognitively capable but overwhelmed

• Miss bills due to volume or complexity

• Do not require daily home care

• need a support package for life transition

Common referral situations:

• Family lives out of town

• POA wants visibility without taking over

• Health or mobility issues make paperwork difficult

4. How the Service Works

Initial In-Home Setup Visit

1. • Review bills and paperwork

   • Set up a clear tracking system (paper, digital, or hybrid)

Ongoing Monthly Support

1. • Scheduled check-ins (virtual or in person)

   • Bill tracking updates

Monthly Summaries

1. • Plain-language summary for the client

   • Optional family/POA copy with consent

5. Liaison Support with Providers (Administrative Only)

With client consent, the service provider may:

• Attend or support calls with utilities, telecom, or insurance providers

• Help clarify billing questions

• Document outcomes and next steps

Boundaries:

• Client remains present or explicitly authorizes participation

• No decisions are made on the client’s behalf

• No account access or payment activity

6. Consent, Privacy & Risk Controls

• Written consent required for any information sharing

• POA-specific consent used when applicable

• Client retains full decision-making authority

• Documentation maintained for accountability

This structure keeps the service low-risk and ethically appropriate for referral.

7. Additional Support Services

• Hospital to home transition support

• After loss and estate transition support

• Relocation and downsizing support

• Benefit applications and resource research

8. Referral Process

Referral partners may:

• Suggest the service to a client or family

• Provide contact information upon request

The client independently decides whether to engage services.

This overview is provided for referral and informational purposes only and does not create a clinical, financial, or fiduciary relationship.

Client Brochure