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Schedule First In-Person Meeting

We then will invite you to come meet us in person to speak you to a face to face and share more specific and detailed information about your biggest concerns, as your loved one’s needs, hopes, and dreams. An initial in person meeting will likely occur at our office, but we are just as happy to meet you at your home, if you prefer. This discussion is intended to be informal and relaxed, but information packed. It gives us the opportunity to introduce some of the members of our professional team that works together to share expertise, knowledge, and skills from different professional backgrounds to positively impact the overall success of the people we serve.

During this sit-down, we will answer any questions you may have and will cover some important subjects related to your loved one’s needs and how we might be able to meet those needs, including but not limited to:


  • Specific needs, including medical concerns and behavioral issues.
  • What’s important to your loved one?
  • What’s most important to you?
  • The LON (Level of Need) rating provided by the Local Authority. This helps us determine the services needed to ensure a healthy life and any supports the new resident can utilize to overcome or ease difficulties.
  • What level of involvement does the family envision for themselves, such as attending medical appointments, managing finances, etc? We provide all of these services, but families typically have varying wishes for their own involvement.
  • How we handle issues and concerns.
  • Family dynamics; the role of each family member, both in the past and in the future.
  • For families looking for a new provider (e.g., transfer), a more detailed discussion about the concerns that lead to the consideration of a different provider.
  • What needs are met by the service’s funding (HCS), by Medicaid/Medicare, by us (the program agency), and by the family.
  • More in depth discussion of residential options and what we have available, including how our different homes are staffed, the overnight needs of your loved one, etc.

We also might be able to help with issues that the family might not realize they could get such help from us, such as:


  • Obtaining guardianship for the first time
  • Guardianship renewal issues
  • Setting up a special needs trust
  • Any special equipment or home modifications your loved one needs, but hasn’t yet received
  • Any special services you believe your loved one needs, but hasn’t yet received or is presently receiving and you want it to continue
  • The practitioners your loved one is using (physicians, dentist, specialized therapists, etc.)
  • Possible employment options, or continuation of a current job
  • Many other questions, issues, needs that might come up, depending on the unique concerns of the family

Other important considerations include:


  • Guardianship status
  • Representative payee
  • Special visitation concerns
  • Upcoming trips and vacations
  • What specific issues the family wishes to be called for
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