How Does a Senior Living Referral Agency Work

How Does a Senior Living Referral Agency Work

How Does a Senior Living Referral Agency Work

Posted on Nov 04, 2022

When you or a loved one needs to find senior housing or senior housing with care, the possibilities can be overwhelming, and most folks and their families don't even know where to begin. While you can conduct all of your own research and make all of your own phone calls, it can be an exhausting and time-consuming chore, especially if this is being done by someone from out of the area.

That is where a professional senior living advisor like "The Right Senior Living Solution" can become an invaluable asset to seniors and their families.  Agency advisors will sit down with their clients or do a video chat to determine what is the best way to assist them. Not all the seniors and family members have someone in the area to assist and will have to travel to the area, which is why senior living referral agencies like "The Right Senior Living Solution become so beneficial to a smooth and easy transition.

How Do Senior Placement Agencies work?

An advisor will meet with you and or your family member(s) to discuss your needs (Type of senior living facilities and medical needs) and desires based on affordability and style of living. Community/Facility recommendations will be made to you based on that information provided. The ultimate goal is to find a new home that provides a safe and warm environment that meets all of you needs and desires. The most important  information an advisor will gather is:

  • Medical Conditions and Requirements
  • Financial Affordability
  • Location
  • Religion and Cultural Requirement
  • Work on Additional Funding When Available ( Long Term Care Policies & VA Aid and Attendance Benefit etc.)

When the advisor has finished with your consultation he/she will have an informed sense of what type of living situation is suitable for you or your loved one based on all 5 pieces of information listed above. Once everyone has agreed on what type of community/facility is ideal for their current need, the advisor will schedule an in-person or video tours with the type of community or facility that meet your needs. Usually several communities are chosen starting with the top 3 or 4 communities that are best suited in order to compare and decide which one is ideal for you.

The advisor will schedule all your appointments and tours of all the selected communities for their clients, and then will negotiate with the communities on behalf of their clients, securing the best available discounts and incentives. A good referral agency will have long standing relationships within the senior living community and have a little more influence when it comes to getting the best incentives available that fit their financial situation.

After you have felt that you have made enough visit to either make a comfortable and confident decision on a new home, or your desire to continue looking. You will reconvene with your advisor and discuss what your choice of community is or will you need to continue the search for the right living situation.  Once a decision has been made, the advisor will work with you and the community/facility to determine a financial date and physical move in date.

Some referral agencies like The Right Senior Living Solution will go the extra mile and schedule a moving and downsizing company, help you apply for benefits, provide transportation to tours and visits for seniors who do not or are incapable of driving.

You will need gather the required documents ID, Medical Cards etc and will meet at the chosen community and sign the required documents and paperwork. This can in most cases be done with DocuSign for clients working from a distance. In some cases this process can take a little time but be patient and understand that the Advisor is working hard to locate the best and most economical living situation available. having to go through this once is hard enough so we want to be as diligent possible in the search and to make sure you have made the most comfortable and educated decision as possible.

After you’ve made your decision on your new home, the senior living advisor can provide you with partner referrals to assist you with downsizing,  moving and filing for VA Aid and Attendance Benefits if applicable.

A referral agency like "The Right Senior Living Solution" recognizes that this decision is not an easy one to make and should not be taken lightly and rushed.

After you’ve moved into your new home, an advisor will almost certainly contact you during the transition to ensure that there are no issues and assist accordingly. The referral agency will want to ensure that you have made the correct and appropriate selection and that you are at ease with your choice.

There are numerous advantages of having an experienced advisor working for you!!!

They include but not limited to:

  • Providing Local Support:

Meeting and interviewing families to gain a thorough understanding of their social preferences, demographics, healthcare needs and financial situation. In order to narrow down and deliver the finest living experience and treatment options as possible with the funds available.

  • Provide Resources:

Community amenities, pricing information, occupancy rates, payment resources, relocating and downsizing, veteran's benefits, and elder law attorneys

  • Advocating for Family and Loved Ones

An Advisor will save you time, money and in some cases a big headache by setting up tours to the appropriate communities and facilities and accompanying the families on their tours.  An advisor will advocate for them on the tours and help them understand the answers to their inquiries and get them the best incentives available.

  • Follow-Up Care:

Once the ideal living situation has been identified and you have made your move, we will check-in on a regular basis to confirm that everything is going according to their expectations and that we will always be available if their journey requires it.

The Right Senior Living Solution is a Florida based and operated Referral and Placement Agency. Our services are FREE to our clients except for our Travel Concierge Service which is used when a travel companionship is required. For out of state clients and for seniors looking to travel on the  Travel Concierge Service, the fee is based on a case by case evaluation. The big national on-line referral companies have no clue of what the communities that they are sending you are like or what quality of care is offered. There are so many factors that go into choosing the right senior living community like culture, diversity and religious requirements.  National online advisors have never visited any of the communities they are sending you to and the feel of the community is an important factor to consider when making a recommendation. Sending you on a wild goose chase with a fist full of communities and facilities to visit and let you figure it all out on your own.

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