Initial Conversation

We discuss the client's needs, priorities, location, timing, and whether the requested services fit out non-medical scope

Intake and Authorization

The client or authorized representative completes intake service agreement, service agreement, privacy acknowledgement, and any needed permission forms

Written Service Plan

We identify specific tasks, estimated time, fees, communication preferences, and deadlines

Service and Follow-Through

Complete approved tasks, document contacts and next steps, and communicate updates

Review