Liaison During Medical Appointments

It can be challenging to understand recommendations from various healthcare providers and how they might affect your loved one. Care managers pull all the pieces together and help you paint a clear picture of your options so you can make the best decision for yourself. Often rushed, the doctor might not take a holistic approach and may only consider fixing the problem as they see it in the moment. You need someone advocating on your behalf to ensure that you are getting access to the best care possible and being given well thought out options for your consideration.

Whether it’s a new diagnosis or continuing health concern, the associated stress can make navigating the healthcare system extremely difficult. Understanding diagnosis and treatment options are extremely challenging when dealing with the uncertainties and complexities of health care issues. It is imperative to have someone on your side from the beginning, that can provide meaningful guidance and education on how best to approach your healthcare needs.

Our staff has years of experience in medical management, including facilitating, coordinating, and attending appointments with healthcare providers; this means we know what steps should be taken, what questions to ask and what data to collect to help clients and families make educated decisions regarding their healthcare.

Our goal is to make this difficult process easier for you, whether it’s dealing with your own healthcare challenges or those of a loved one. By ensuring you meet with the appropriate healthcare providers, ask the right questions, and understand the recommendations and treatment options, our goal is to make sure you get the service, information and outcomes you deserve. Having a healthcare liaison from the beginning means you will save time, energy, and money, and eliminate much of the stress in the process.

Full Service Coordination

Those in the healthcare industry typically have much better information about health and health care interventions than do consumers. Furthermore, we’re often asked to make significant decisions about our health or the health of someone we love in high-stress circumstances. You may be at the hospital getting rushed out the door or in a skilled nursing facility trying to determine what’s next when insurance stops paying. Our care managers are experts in health and health interventions. They utilize their vast knowledge and expertise to help guide individuals towards making the best decision for their health and well-being. They can help you decide if you need a second opinion, which discharge option best suites your needs, or whether or not it’s an appropriate time to consider beneficial services such as palliative or hospice related care.

At other times, you need a neutral party that’s not emotionally involved to arbitrate difficult decisions among family members with varying ideas about the appropriate care for mom and dad. When you need to make decisions about tax or law, you call your accountant or attorney. Healthcare decisions are similarly complex and can have a significant effect on you or your loved one’s life, so call a care manager to help facilitate informed decision making every time.

If you have a loved one with a difficult or complex medical situation, in or out of a hospital setting, this presents a lot of stress and challenges to a family. Time, understanding, and life constraints often make it difficult to properly handle what is going on in a medical crisis. We will be your family’s advocate and simplify the complexities. There’s no distance we won’t go to ensure that your healthcare experience is backed with wisdom, resources and caring. We want to be “the wind beneath your wings” to guide you to a positive healthcare experience and the best possible outcome.

Diagnosis Education

Education is a key service provided by Family Tree; from understanding a diagnosis, to explaining the diagnostic procedures and treatment options, our staff has the expertise and strong clinical background to facilitate helping you make educated decisions.

Many patients have multiple medical conditions and require many healthcare specialists to complete a thorough and lengthy work up. The gap in communication that occurs across the specialties is frustrating and having a nurse liaison by your side to bridge the gaps in communication and understanding, is paramount in having a positive healthcare experience. A review and understanding of medications, their purpose and consideration of interactions is an integral part of our services as well.

Insurance / Benefits Facilitation & Negotiation

Insurance can be extremely complicated, but it doesn’t have to be. Your healthcare benefits should never come in the way of making sure you or a loved one have the best care. Our patient navigators are not only clinically experienced, their background in business and healthcare enables them to advocate for you as an independent party seeking the best opportunities for your healthcare coverage that will ensure the best outcomes.

A complicated or serious medical diagnosis is accompanied by many treatment options and may affect your life in many different ways. Insurance complexities only make it worse. Many times it’s unclear what is or is not covered and the insurance benefits can end up driving the treatment option chosen, regardless of the medical implications. We want to be your advocate to maximize your insurance benefits and ensure the best treatment for the best outcomes. If you have out of network benefits or claims appeals, or need gap coverage, our patient advocates are passionate experts to represent your best interests and enhance the opportunity for the best healthcare coverage.

When you need someone to negotiate for you or a loved one, our patient advocates will step in and advocate on your behalf to maximize the insurance coverage you need and deserve.

Medical Record Management

Worried about misunderstood medical records or records that haven’t been considered? Not sure how your medical history affects your present medical state? Often times, the many details and nuances in a patient’s medical history can be overlooked or miscommunicated. With us, a patient advocate will not only take the time and effort to obtain and organize all of your medical records, we will review your medical records to ensure that all providers are considering your complete medical history.

Family Tree will be competent conversants on all aspects of your medical history with your health care providers, and “have your back” as we present questions and concerns for consideration. Your patient advocate cares about understanding the full extent of your medical history. Our goal is to be the facilitator and to complete the puzzle that results in the best healthcare outcome for you or your loved one. Don’t feel overwhelmed by your past; trust a patient advocate to use your past to enhance your future!

Manage Transitions

Without the help of an expert, the process of transitioning from one facility to another is often a complicated one. Family Tree is your go-to coordinator and advocate for transitional care coordination at the time of discharge to home, rehabilitation, LTAC and other levels of care.

Confused about the next steps after being discharged from a hospital and the next level of care that you or your loved one will qualify for? Let a liaison do the groundwork and advocate on your behalf. Overwhelmed with the many follow-up appointments for you or a loved one? Not sure which appointments even need to be made? Your health advocate will coordinate and prioritize every aspect of the transition. A liaison will facilitate home health care and safety needs. You can rest easy knowing that your care doesn’t end when you walk out of a hospital.

Transitioning your home to meet the healthcare needs for you or a family member has many moving parts. We will help you coordinate and make educated decisions regarding home safety requirements and enhance abilities to safely perform activities of daily living.

When it’s time to consider senior living options for a loved one, it can become a family decision with many considerations. You want to make sure that your loved one gets the care they need at the location that fits their needs within their budget. Or maybe you need to move a loved one from one facility to another. Whether you live down the street or in another country, finding the ongoing time to navigate and transition your family member into a new environment can be overwhelming. A liaison is here to help you! We want to understand your goals and desires, while using our experience to help you determine the best options for your loved one.


  1. Do you order or interpret diagnostic studies?
    A liaison’s role is to educate clients about their diagnostic studies and results.
  2. Do you prescribe medications?
    No. As liaisons, we educate the client regarding medications related issues and concerns.
  3. Do you provide medical services?
    No. A liaison’s role is to serve as educators and facilitators assisting clients in making informed healthcare decisions and obtain the best possible healthcare outcome.
  4. Do you attend medical appointments with clients?
    Yes. This is a truly valuable service. A liaison will obtain and review medical records and develop questions for the healthcare team. We communicate with the healthcare provider and develop a roadmap to facilitate educated health care decisions for the best possible health care outcome.
  5. How many hours will Family Tree help me with my healthcare needs?
    Family Tree can assist clients and their families for a specific event or for specific time periods. Family Tree is experienced in navigating the healthcare system and will help you achieve your administrative and healthcare-related goals.
  6. Can Family Tree help me with health insurance issues?
    Yes. We can negotiate with insurance carriers regarding denied claims, benefit or coverage concerns, out-of-network benefits, and issues related to medical necessity.
  7. What is the cost?
    The initial, 1-hour consultation is complimentary. Call for pricing in your area.
  8. How do healthcare providers view the healthcare liaison?
    Our clients sign a consent form allowing us to access medical records, attend healthcare appointments and be included in discussion with the healthcare providers. A liaison will provide both our clients and their healthcare provider(s) a valuable tool by bridging the gap in communication, understanding and decision making for all parties.
  9. Does Family Tree provide a treatment plan with respect to any of our client’s medical conditions?
    Family Tree will design a road map to assist the client in making educated medical decisions regarding their treatment options.
  10. Do you provide physical, mental health or other medical examinations?
    A liaison will accompany the client to their health care appointments, ask questions on their behalf, and participate in discussions with the healthcare team in order to help the client and their family better understand their diagnosis and treatment options.
  11. Do you make house visits, clinic and hospital visits?
    Anywhere in the greater Houston area, a liaison can visit you at home, work, the doctor’s office and/or the hospital.

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