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- Initial at home visit to assess needs and services
- Review of financial
account activity to decide if DH Services LLC is to; assist, share joint activity or take full responsibility
- Evaluate
dynamics of household documents to assess if DH Services is to; read the mail, organize important papers and maintain files
- Review medical and insurance conditions and develop a plan for reconciling medical bills, Explanation of Benefits
statements and insurance statements
- Determine need for referrals for; Eldercare Legal Advice, Geriatric
Care Managers, Financial Planners, Long Term Care Insurance, or Reverse Mortgages
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