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Conduct assessments to identify problems, develop
care plans including eligibility and need for care services
Screen, arrange and monitor in-home health or companion services
Act as a liaison between elders and family members living
at a distance, monitoring their situation and identifying
problems
Transition the elder to a new living situation including a retirement
community, assisted living or a skilled nursing facility
Provide crisis intervention on a 24 hour basis
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Review financial, legal, or medical issues
and refer specialists to assist in developing long term
financial or estate plans
Provide independent advocacy to the elder and their family concerning
health care products and services
Offer counseling, support and psychotherapy as may be required
· Provide or refer money management services
Act as or refer conservators of the person or estate
Provide expertise on quality and availability of resources within
the community
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