Concierge Advocacy for Dependent with Special Needs

Background

Client: Young disabled child under a special needs trust

Challenge: Concerns about excessive therapy sessions that might be unnecessary and costly.

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How We Helped

• Reviewed child's therapy sessions with the Chair of the Department of Neurology to identify and address any unnecessary treatments.

• Implemented new process for managing out-of-network claims and involving parents in the approval of visits and services to ensure medical necessity and minimize disruptions to the child.

• Streamlined therapy sessions, dramatically reducing annual costs from over $150,000 to $25,000 by ensuring that only essential services were provided.

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Outcome

The trust experienced substantial cost savings and more efficient fund management, ensuring the child received only necessary and beneficial care.

This approach fostered a collaborative environment and maintained the trust's resources for optimal use. Our engagement of over eight years with this trust, now extended to four different families, underscores our commitment to meticulous & compassionate service.

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Whether you’re managing wealth—or navigating your own healthcare costs—Emry Concierge can help. Let’s connect.