Personal Support Services
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Purpose This 60-minute intake is designed to gather the information needed to create a personalized, effective care plan tailored to your health goals, medical history, lifestyle, and preferences.
What to Expect (60 minutes)
Welcome & Goals
Brief introduction and confirmation of your primary concerns and goals for care.
Medical & Medication Review
Review of current diagnoses, past medical history, surgeries, allergies.
Comprehensive medication and supplement list, including doses and adherence.
Symptom & Functional Assessment
Detailed discussion of current symptoms, symptom onset and pattern, severity, triggers, and impact on daily life.
Assessment of mobility, sleep, energy, mood, and cognition as relevant.
Lifestyle & Social Determinants
Review of diet, activity/exercise, sleep habits, substance use, work, family and social supports, housing, transportation, and financial or access barriers.
Mental & Emotional Health Screening
Brief screening for anxiety, depression, stressors, coping strategies, and readiness for change.
Goals Prioritization & Patient Preferences
Collaborative discussion to prioritize goals, preferred interventions, cultural or personal preferences, and acceptable levels of intensity/support.
Risk Assessment & Safety Planning (5 minutes)
Identify any safety concerns (fall risk, suicidal ideation, medication risks) and immediate needs; plan next steps if urgent issues arise.
Next Steps & Care Plan Outline (10 minutes)
Summary of findings.
Proposed short-term and long-term goals.
Recommended interventions (medical referrals, medications, therapy, physical therapy, nutrition, sleep, lifestyle changes, community resources).
Timeline, follow-up schedule, and who will coordinate care.
Opportunity for questions and to confirm consent and commitment.
What to Prepare Before the Intake
Current medication and supplement list (with doses and frequency).
Recent medical records or test results (if available).
A brief written list of concerns/goals you want to address.
Information about your primary care provider and any specialists you see.
Confidentiality & Respect All information shared is confidential and used to create a care plan that reflects your needs and values. Your preferences and consent guide every recommendation.
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Medication management is a coordinated approach to ensuring safe, effective, and personalized use of prescription and over-the-counter medicines. Our services are designed to reduce medication-related problems, improve health outcomes, and support patients and caregivers through every step of treatment.
What we offer
Comprehensive medication review: We evaluate all medications you take — prescriptions, OTCs, supplements, and herbal remedies — to identify interactions, duplications, inappropriate dosing, and opportunities for simplification.
Medication reconciliation: We consolidate and verify your medication list across care settings (hospital, primary care, specialists, pharmacy) to prevent errors during transitions of care.
Personalized medication plan: We create an individualized plan that outlines what to take, when and how to take it, expected benefits, potential side effects, and monitoring needs.
Adherence support: We provide strategies and tools to improve adherence, including pill organizers, dosing schedules, refill coordination, reminders, and motivational coaching.
Clinical monitoring and follow-up: We track response to therapy, side effects, lab results, and clinical markers, adjusting the plan in coordination with your prescriber as needed.
Deprescribing when appropriate: We identify medications that may no longer be necessary or that pose increased risk and work with your clinician to taper or discontinue safely.
Education and counseling: We explain medication purpose, expected outcomes, common side effects, and what to do if issues arise, tailored to your health literacy and language needs.
Why it matters
Reduces risk of adverse drug events, hospital readmissions, and medication errors
Improves symptom control, disease management, and quality of life
Enhances medication adherence and reduces unnecessary or duplicative therapy
Supports informed decision-making and shared care planning
How we work
Initial assessment: Gather medical history, current medications, allergies, and goals of care.
Review and plan: Conduct clinical review, identify issues, and develop recommendations.
Patient-centered discussion: Review the plan with you and/or your caregiver, answer questions, and agree on next steps.
Ongoing follow-up
Ready to Talk?
Booking an appointment is quick and easy. Pick a time that works for you, and we’ll meet online.
Why We Care
We believe everyone deserves accessible, judgment-free mental health support. Our team of licensed professionals created this space to make getting help simple and welcoming.
