Client Intake Process
Our client intake process is designed to ensure a smooth and personalized experience for every senior and their family.
The process begins with an initial consultation and continues through each step, ensuring the best care coordination and caregiver match.
Step 1. Initial Consultation
What to Expect
We begin our process with a one-on-one consultation to understand the unique needs of the senior and their family. This session is designed to:
- • Discuss the current challenges and concerns related to caregiving.
• Understand the senior’s medical history, daily routine, and lifestyle preferences.
• Identify the level of care required—whether part-time, full-time, or specialized support.
• Answer any questions about our services, costs, and process.
How It Works
Step 1: Scheduling the Consultation
- • Families can book an appointment via phone, email, or our website’s contact form.
- • In-person, phone, or video call consultations are available.
Step 2: Understanding the Client’s Needs
- • We discuss health conditions, mobility, medications, and daily living assistance.
- • Caregiver preferences, cultural or language considerations, and family expectations are noted.
Step 3: Exploring Care Options
- • Based on the discussion, we suggest personalized care solutions.
• We explain our geriatric management services, caregiver matching, and ongoing support.
Step 4: Next Steps
- • If the family decides to proceed, we move to the Care
- • Plan Development phase.
- • Necessary documents or medical records may be requested for review.
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Step 2. Client Assessment
What to Expect
Before developing a personalized care plan, we conduct a comprehensive evaluation of the senior’s health, daily living needs, and overall well-being.
- • Assess physical, emotional, and cognitive health.
- • Identify support needed for daily activities (bathing, dressing, eating, etc.).
- • Understand medical history, mobility, and nutritional needs.
- • Ensure safety within the home environment.
How It Works
Step 1: Initial Health Review
- • Gather medical history and current health conditions.
- • Identify mobility issues, medications, and cognitive abilities.
Step 2: Daily Living Evaluation
- • Assess the senior’s ability to perform Activities of Daily Living (ADLs).
• Determine if specialized support is needed (e.g., dementia care).
Step 3: Safety & Social Assessment
- • Evaluate home safety and risk factors.
- • Understand the senior’s emotional and social needs.
Step 4: Recommendations & Next Steps
- • Provide an overview of suitable care services.
- • Begin Care Plan Development based on findings.
Step 3. Care Plan Development
What to Expect
At this phase, we develop a personalized care plan, ensuring the senior client to receive the right level of support tailored to their medical, emotional, and daily living needs. With also applying the necessary requirements from the family.
This plan serves as the roadmap for caregivers, families, and healthcare providers.
- • Identify key areas where assistance is needed (medical, mobility, emotional well-being).
• Outline a daily and long-term care strategy.
• Establish care goals, safety measures, and specialized support if required.
• Ensure family involvement and alignment with the senior’s preferences.
How It Works
Step 1: Assessing the Senior’s Needs
- •Review findings from the initial consultation phase.
- •Determine medical conditions, daily routines, and personal preferences.
- •Identify any special accommodations (e.g., dementia care, physical therapy).
Step 2: Developing a Personalized Care Plan
- • Define the type and frequency of care needed.
- • Assign a caregiver based on compatibility and skills.
- • Set up a schedule for assistance with daily living activities (ADLs).
Step 3: Family Collaboration & Approval
- • Discuss the care plan with the family to ensure alignment.
- • Make adjustments based on feedback and preferences.
Step 4: Implementation & Monitoring
- • Begin care with the selected caregiver.
- • Conduct regular assessments to update the plan as needed.
Step 5: Next Steps
- • If the family agrees to the plan, we move forward with Caregiver Matching to find the ideal caregiver for their loved one.
Step 4. Caregiver Matching
What to Expect
At this phase, we now carefully select caregivers based on compatibility, skills, and personality to create a positive caregiving experience.
- • Assess the senior’s personal and medical needs.
- • Match caregivers based on experience, language, and cultural preferences.
- • Conduct background checks and training verification.
- • Ensure a comfortable and trusting relationship between caregiver and client.
How It Works
Step 1: Understanding Client Needs
- • Review care plan details, including health conditions and daily routines.
- • Consider personal preferences such as language, interests, and lifestyle.
Step 2: Caregiver Selection & Screening
- • Match the senior with a qualified caregiver.
- • Conduct interviews and personality assessments.
- • Perform background checks and verify certifications.
Step 3: Trial Period & Adjustments
- • Caregiver begins with the senior under supervision.
- • Family and seniors provide feedback.
- • Adjustments can be made if needed to ensure the best fit.
Step 4: Next Steps
- • Once the caregiver is selected, we move forward with the caregiver introduction & onboarding phase.
Step 5. Caregiver Introduction & Matching
What to Expect
Before caregiving begins, we ensure a smooth transition by introducing the caregiver to the senior and their family. This step fosters trust, communication, and comfort before care officially starts.
- • A formal introduction between the caregiver and family.
- • A walkthrough of daily care routines and expectations.
- • Clarification of emergency procedures and safety measures.
- • Guidance on how the caregiver will provide support.
How It Works
Step 1: Introduction Meeting
- • Arrange a meeting (in-person or virtual) between the caregiver and family.
- • Discuss daily tasks, responsibilities, and personal care preferences.
Step 2: Familiarization & Training
- • The caregiver is briefed on home environment, safety measures, and emergency contacts.
- • Additional training is provided if special care is needed.
Step 3: First Days of Care
- • The caregiver begins providing care under supervision.
- • Family members can observe and provide feedback.
Step 4: Evaluation & Confirmation
- • If the caregiver is a good fit, they officially start.
- • If any issues arise, we assist in finding a better match.
Step 5: Next Steps
- • Once care begins, AG Global continues to provide Ongoing Monitoring & Support to ensure quality care.
Step 6. Ongoing Monitoring & Support
What to Expect
For this phase, AG Global will provide ongoing support to ensure caregivers meet the evolving needs of seniors.
- • Conduct scheduled check-ins with caregivers and families.
- • Assess the effectiveness of the care plan.
- • Provide additional training or resources to caregivers.
- • Make adjustments to the care plan if needed.
How It Works
Step 1: Regular Check-Ins
- • Frequent communication with caregivers and families to monitor satisfaction.
- • Ensure adherence to care plans and address any concerns.
Step 2: Performance Monitoring
- • Supervisors assess caregiver performance and well-being.
- • Ongoing training is provided to improve caregiving quality.
Step 3: Plan Adjustments
- • Modify care strategies based on health updates.
- • Reassign caregivers if the senior’s needs change.
Step 4: Next Steps
• If a senior’s condition evolves, we move to the Regular Assessments & Updates phase to refine the care plan.
Step 7. Regular Assessments & Updates
What to Expect
We conduct periodic reassessments at this phase to ensure seniors receive the most suitable care.
- • Adjust care plans based on medical and lifestyle changes.
- • Conduct health evaluations every 3 to 6 months.
- • Ensure caregivers meet updated requirements.
- • Gather family feedback and make necessary improvements.
How It Works
Step 1: Scheduled Reassessments
- • Routine check-ups to evaluate the senior’s health and daily needs.
- • Identify changes that require modifications in care.
Step 2: Caregiver & Family Feedback
- • Collect insights from the senior, family, and caregiver.
- • Address any concerns and discuss potential adjustments.
Step 3: Updating the Care Plan
- • Modify services, schedules, or caregiver assignments as needed.
- • Provide additional resources for long-term care strategies.
Step 4: Next Steps
- • If further medical intervention is needed, we coordinate with healthcare professionals to update care plans accordingly.
Healthcare Provider Partnership Process
Our client intake process is designed to ensure a smooth and personalized experience for every senior and their family.
The process begins with an initial consultation and continues through each step, ensuring the best care coordination and caregiver match.
Step 1. Healthcare Provider Inquiry
An initial effort to find and connect with potential healthcare providers that share AG Global’s dedication to quality elder care. At this point, healthcare providers would be requested to fill out the form to begin the collaboration process.
Step 2. Initial Meeting
A face-to-face or virtual meeting to discuss our services, the needs of our clients, and how a partnership could enhance care delivery for seniors.
Step 3. Partnership Proposal Development
Creation of a tailored proposal that outlines the goals, expectations, and benefits of the partnership for both AG Global and the healthcare provider.
Step 4. Agreement Finalization
The formalization of the partnership through a signed agreement that details the roles, responsibilities, and commitments of both parties.
Step 5. Referral Process Setup
Establishing a clear and efficient process for referring clients between AG Global and the healthcare provider, ensuring seamless transitions and communication.
Step 6. Ongoing Partnership Management
Active management of the partnership, including regular communication and collaboration to address any issues and maintain a high standard of care.
Step 7. Periodic Review and Feedback
Regular evaluations of the partnership’s effectiveness, including gathering feedback from both parties to make necessary adjustments and improve service delivery.
