At Seniors Helping Seniors, providing the best possible experience for our seniors and their families is our top priority. To help us make that happen, we need your assistance with a quick but incredibly important task: ensuring your client's approved contact list is current.
Why This Matters to You
We frequently receive calls from family members or representatives regarding billing or scheduling. Unless a person is explicitly listed as an approved contact on the client's profile, privacy rules state we cannot speak with them.
When this happens, it leads to a frustrating experience for the family, the office, and ultimately impacts the seamless care of your client.
How You Can Help (It's Easy!)
The next time you are with your client or speaking with their primary family member, please take a brief moment to verify who is authorized to manage their care and scheduling.
If updates are needed, the process to fix it is incredibly simple:
Text the office directly and let us know that the client has requested a change (for example: "Client requests Jane Doe be added to their approved list").
We will reply to confirm we received your request.
Check the app: You will see the updated contact reflected on the Contacts tab for your client by the following week.
Thank you for your dedication, your vigilance, and everything you do to keep our operations running smoothly and our families happy!