For many families, navigating the healthcare system for an aging adult or individual with disabilities can be frustrating and confusing. If it’s the first time the family has been in a caregiving situation, they’re often faced with making important decisions while emotions are running high. Mom’s doctor says that with her memory problems, it isn’t safe for her to stay at home alone anymore…what are we going to do?

Sometimes it’s a sudden health crisis that forces the issue. Dad fell again and this time he broke his hip. If he has to go into a nursing home, will he – or we – have to sell his house? Quite commonly, adult children of aging parents struggle with difficult questions related to health care options, finances, and legal concerns.

Fortunately, case managers, who are trained in any of several fields such as nursing, gerontology, social work, or psychology, specialize in exactly these issues. Case managers first conduct a thorough assessment of the individual’s physical, medical and mental health status, functioning, social circumstances, and environment in order to recommend a plan of care. This holistic approach takes into consideration all aspects of the person’s life situation.

Case managers can provide:

  • Expert guidance to individuals and families coping with the challenges of aging, chronic disease, and disabilities
  • Advocacy, support and assistance to find the best resources that will meet the needs of the person and his/her family. Case managers can offer recommendations on home care services, make referrals to legal and financial experts, and assist in finding local resources, as well as state and federal resources and entitlement programs
  • Care coordination by monitoring services, communicating with the person’s health care providers, and making sure that everyone is on the same page
  • Assistance with long-distance caregiving, serving as the “eyes and ears” for concerned family members who live far away and are not familiar with local services
  • Education and coaching to families on what to expect if the aging person has dementia or another chronic illness, and support in making decisions on the right level of care needed
  • Assistance with housing transitions
  • An objective viewpoint to help families resolve conflicts concerning care

Case managers can help to relieve the stress of caregiving and help families make caregiving decisions that are in the best interests of their family members.

Our case managers are available to help you with any challenges you are facing in the care of your aging loved one. Please feel free to reach out to us at 850-894-6720, or via e-mail at

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