Gold Plan
Example Client
- Conditions impact quality of life
- Limited Home Support
- Sees multiple doctors
- Prior Hospitalizations
Medical History Intake
MedFolio™ Presentation
Emergency Red Card
Emergency Red Sheet
TravelFolio
Family History Summary
Medical Power of Attorney
6-month check-in appointment
Monthly Phone Check-ins
12 Discretionary Hours*
Silver Plan
Example Client
- Chronic medical conditions
- New diagnosis
- Upcoming procedure
- Sees multiple doctors
Medical History Intake
MedFolio™ Presentation
Emergency Red Card
Emergency Red Sheet
TravelFolio
Family History Summary
Medical Power of Attorney
6-month check-in appointment
Quarterly Phone Check-ins
8 Discretionary Hours*
Bronze Plan
Example Client
- Everyone