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A quick note about privacy and health documents

During your consultation, we may ask you to share health-related documents (such as a care plan, discharge summary, or long-term care policy details) so we can prepare an accurate care plan. Here is how we handle them:

• Kept confidential — only your assigned care advisor and the caregiver team see what is needed.
• Shared only when necessary — we never send documents to insurance carriers or other parties without your permission.
• Requested securely — we never ask you to email a Social Security number, policy number, or medical record to a regular inbox. If documents are needed, we will arrange a secure way to send them.