Skip to content

Get Started, Gain Clarity, Make A Plan


vital link icon

Smart Start Initial Assessment™

The Smart Start Initial Assessment is intended for those of you who might be in the process of trying to find answers to an undiagnosed health concern or recently diagnosed with a complex, serious, or life-threatening illness. It is also a great option if you are anticipating an upcoming surgical procedure, managing one or more chronic health conditions, seeing multiple specialists, taking numerous medications, needing assistance with senior care planning, or coordinating end-of-life care.

This assessment includes in-person or virtual consultations, assessment, an in-depth analysis, planning, and recommendations based on a comprehensive health history intake and medication review. Our advocates take the time to conduct a holistic review of the mind, body, spirit, relationships, and environment. This provides the opportunity for an in-depth discussion of all aspects of your health history, allowing us to identify any areas of health that may warrant further investigation or discussion with your healthcare providers and identify resources uniquely tailored towards your individual health goals.

The Smart Start Initial Assessment serves as the foundation for subsequent professional advocacy programs. It is the starting point for clients seriously considering independent advocate services. It can also be used as a template for self-advocacy for those who prefer to do it themselves but may need a little guidance and assistance discovering various options.

Search and select direction. Hand with a flashlight shining in the dark. Business concept. Vector illustration

Speak with a patient advocate to learn more. 


***Private advocacy services are currently not covered by any insurance.***

Scroll To Top