New Patient Intake
Click on a service or plan to see a detailed description. Follow the steps below to sign up for services:
Pick your service or subscription plan and create your account when you checkout. This account is separate from your patient portal and used to sign into our website to manage your subscriptions, services, and products.
This plan is tailored for individuals who have Medicare or private insurance. Services are billed to your healthcare provider by ULM Solutions and reimbursed to them through your insurance. You must have 2 or more chronic conditions. This plan allows intense ongoing monthly support to navigate medical records, healthcare coordination, and emergency preparedness with no limits on care time as long as the documentation justifies the care. (Contact your insurance plan to ask about coverage and any additional fees you may be responsible for)
New Patient Intake Appointment
Duration: 60 minutes
Format: Telehealth (Virtual video appointment via the SimplePractice app) or In-Person Home Visit
Purpose: Establish your healthcare profile, discuss your specific needs, and set up your patient portal.
Features & Benefits
Personalized Patient Portal Access:
HIPAA-compliant, secure online platform available 24/7.
Complete and manage intake forms.
Upload and review all medical records anytime.
Unlimited secure text messaging with your case manager.
Emergency Contact Access:
Two designated emergency contacts will receive access to your patient portal. Can upload files and contact Case Manager
Unlimited healthcare providers allowed access to your patient portal. Can upload files and contact Case Manager
Medical Records Emergency Storage Device:
Choose 3 of the same or different devices: Dog Tag Necklace, Wallet Card, or Bracelet with a USB drive to store your medical records.
Ensures access to critical health information if you are unresponsive or without internet access during a medical emergency.
Monthly Support
Case Manager Access:
Call your case manager during normal business hours for general questions, or schedule urgent calls after hours
Unlimited scheduled check-in calls from you case manager and Unlimited check-in for updates with all of your healthcare providers
Unlimited Telehealth or In Person Home Visits - Choose from 20, 30, or 60 minute visits as many as necessary per month, (No service fee for weekend appointments)
This is a one time service for individuals who need a complete assessment of their medical history to help them address their specific health concerns and help them come up with an individualized care plan to follow for success. No membership benefits.
New Patient Intake Assessment
Duration: 60 minutes
Format: Telehealth (Virtual video appointment via the SimplePractice app) or In Person Home Visit
Purpose: Establish your healthcare profile, discuss your specific needs, and set up your patient portal.
Features & Benefits
Personalized Patient Portal Access:
HIPAA-compliant, secure online platform available 24/7.
Complete and manage intake forms.
Unable to upload records on your own.
Unlimited secure text messaging with your case manager.
Emergency Contact Access:
No emergency contacts or healthcare providers allowed
Medical Records Emergency Storage Device:
No portable device with USB drive to store your medical records.
Case Manager Access:
Once services promised via consult are delivered your case manager will close out and end your case.
This plan is tailored for individuals who manage their health independently but require occasional support in navigating medical records, healthcare coordination, and emergency preparedness.
New Patient Intake Appointment
Duration: 60 minutes
Format: Telehealth Only (Virtual video appointment via the SimplePractice app)
Purpose: Establish your healthcare profile, discuss your specific needs, and set up your patient portal.
Features & Benefits
Personalized Patient Portal Access:
HIPAA-compliant, secure online platform available 24/7.
Complete and manage intake forms.
Upload and review all medical records anytime.
Unlimited secure text messaging with your case manager.
Emergency Contact Access:
One designated emergency contact will receive access to your patient portal.
No healthcare provider access included.
Medical Records Emergency Storage Device:
Choose from a Dog Tag Necklace, Wallet Card, or Bracelet with a USB drive to store your medical records.
Ensures access to critical health information if you are unresponsive or without internet access during a medical emergency.
Ongoing Support (As Needed)
Case Manager Access:
Call your case manager during normal business hours for general questions.
No scheduled check-ins included in the subscription.
On-Demand Care:
Schedule a 20-minute telehealth appointment anytime for $30, $20 service fee for weekend appointments)
This plan is tailored for individuals who are semi independent and need their loved ones and primary doctor included with their care. They require regular minimal monthly support in navigating medical records, healthcare coordination, and emergency preparedness.
New Patient Intake Appointment
Duration: 60 minutes
Format: Telehealth Only (Virtual video appointment via the SimplePractice app)
Purpose: Establish your healthcare profile, discuss your specific needs, and set up your patient portal.
Features & Benefits
Personalized Patient Portal Access:
HIPAA-compliant, secure online platform available 24/7.
Complete and manage intake forms.
Upload and review all medical records anytime.
Unlimited secure text messaging with your case manager.
Emergency Contact Access:
One designated emergency contact will receive access to your patient portal. Can upload files and contact Case Manager
One healthcare provider allowed access to your patient portal. Can upload files and contact Case Manager
Medical Records Emergency Storage Device:
Choose from a Dog Tag Necklace, Wallet Card, or Bracelet with a USB drive to store your medical records.
Ensures access to critical health information if you are unresponsive or without internet access during a medical emergency.
Monthly Support
Case Manager Access:
Call your case manager during normal business hours for general questions
No scheduled Case Manager phone check-ins included in this subscription.
One 20-minute telehealth appointment per month, (Additional 20 minute visit $30 each, $20 service fee for weekend appointments)
This plan is tailored for individuals who are slightly complex (2 conditions), semi independent, and need their loved ones and multiple provider coordination with their care. They require regular monthly support in navigating medical records, healthcare coordination, and emergency preparedness.
New Patient Intake Appointment
Duration: 60 minutes
Format: Telehealth Only (Virtual video appointment via the SimplePractice app)
Purpose: Establish your healthcare profile, discuss your specific needs, and set up your patient portal.
Features & Benefits
Personalized Patient Portal Access:
HIPAA-compliant, secure online platform available 24/7.
Complete and manage intake forms.
Upload and review all medical records anytime.
Unlimited secure text messaging with your case manager.
Emergency Contact Access:
Two designated emergency contacts will receive access to your patient portal. Can upload files and contact Case Manager
Two healthcare providers allowed access to your patient portal. Can upload files and contact Case Manager
Medical Records Emergency Storage Device:
Choose from a Dog Tag Necklace, Wallet Card, or Bracelet with a USB drive to store your medical records.
Ensures access to critical health information if you are unresponsive or without internet access during a medical emergency.
Monthly Support
Case Manager Access:
Call your case manager during normal business hours for general questions.
1 monthly scheduled check-in call from you case manager and 1 monthly check-in for updates with Two of your healthcare providers
Two 20-minute telehealth appointments per month, (Additional 20 minute visit $30 each, $20 service fee for weekend appointments)
This plan is tailored for individuals who are complex (2 or more conditions), semi dependent, and need their loved ones and multiple provider coordination with their care. They require extra monthly support in navigating medical records, healthcare coordination, and emergency preparedness.
New Patient Intake Appointment
Duration: 60 minutes
Format: Telehealth (Virtual video appointment via the SimplePractice app) or In-Person Home Visit
Purpose: Establish your healthcare profile, discuss your specific needs, and set up your patient portal.
Features & Benefits
Personalized Patient Portal Access:
HIPAA-compliant, secure online platform available 24/7.
Complete and manage intake forms.
Upload and review all medical records anytime.
Unlimited secure text messaging with your case manager.
Emergency Contact Access:
Two designated emergency contacts will receive access to your patient portal. Can upload files and contact Case Manager
Unlimited healthcare providers allowed access to your patient portal. Can upload files and contact Case Manager
Medical Records Emergency Storage Device:
Choose 2 of the same or different devices: Dog Tag Necklace, Wallet Card, or Bracelet with a USB drive to store your medical records.
Ensures access to critical health information if you are unresponsive or without internet access during a medical emergency.
Monthly Support
Case Manager Access:
Call your case manager during normal business hours for general questions
2 monthly scheduled check-in calls from you case manager and 1 monthly check-in for updates with all of your healthcare providers
One hour per month of Telehealth or In Person Home Visits - Choose a single 1 hour visit or two 30-minute appointments per month, (No service fee for weekend appointments)
This plan is tailored for individuals who are extremely complex (3 or more conditions), totally dependent, and need their loved ones and multiple provider coordination with their care around the clock. They require intense ongoing monthly support to navigate medical records, healthcare coordination, and emergency preparedness.
New Patient Intake Appointment
Duration: 60 minutes
Format: Telehealth (Virtual video appointment via the SimplePractice app) or In-Person Home Visit
Purpose: Establish your healthcare profile, discuss your specific needs, and set up your patient portal.
Features & Benefits
Personalized Patient Portal Access:
HIPAA-compliant, secure online platform available 24/7.
Complete and manage intake forms.
Upload and review all medical records anytime.
Unlimited secure text messaging with your case manager.
Emergency Contact Access:
Two designated emergency contacts will receive access to your patient portal. Can upload files and contact Case Manager
Unlimited healthcare providers allowed access to your patient portal. Can upload files and contact Case Manager
Medical Records Emergency Storage Device:
Choose 3 of the same or different devices: Dog Tag Necklace, Wallet Card, or Bracelet with a USB drive to store your medical records.
Ensures access to critical health information if you are unresponsive or without internet access during a medical emergency.
Monthly Support
Case Manager Access:
Call your case manager during normal business hours for general questions, or schedule urgent calls after hours
1 scheduled check-in call EVERY WEEK from you case manager and 1 monthly check-in for updates with all of your healthcare providers
Two hours per month of Telehealth or In Person Home Visits - Choose from two 1 hour visits or four 30-minute visits per month, (No service fee for weekend appointments)