How I Support Your Family Navigating complex healthcare networks, special education bureaucracy, or senior care transitions shouldn't feel like an overwhelming, lonely battle.

As an independent care coordinator and advocate, I bring calm, structure, and clarity directly to your kitchen table. When you work with Rooted in Care Advocacy, you work directly with me—no call centers, no automated telephone trees, and no corporate scripts. I provide hands-on, unconflicted support across four main areas:

• Special Education & Pediatric Advocacy (IEP & Section 504): Auditing school files and neuropsychological evaluations, scripting measurable S.M.A.R.T. goals, and standing right beside you at Committee on Special Education (CSE) meetings to protect your child's educational rights under IDEA and Section 504.

• Senior Life Care & Healthcare Navigation: Conducting warm in-home safety and fall-risk evaluations, helping solo agers maintain independence, coordinating post-hospital discharge transitions, and keeping family members and doctors aligned.

• Insurance Denials & Medical Bill Audits: Auditing itemized hospital bills against Explanation of Benefits (EOB) statements, resolving balance billing under the NYS No Surprises Act, and structuring evidence-matched appeals for denied medical care or pharmacy prescriptions.

• State Waivers & Public Benefit Linkages: Navigating OPWDD Front Door applications, NYS HRA home care waivers, CDPAP care hours, and connecting your family directly to local Office for the Aging (OFA) programs and community resources. ---

Dedicated to Financial Accessibility & Sliding Scale Options I operate my practice on a non-negotiable principle: every family deserves professional advocacy, regardless of their household budget.

• Income-Adjusted Sliding Scale: To keep support accessible across Hudson Valley households, I offer capped sliding-scale options adjusted for income, single-task project rates, and low-cost monthly plans. • 100% Independent & Unconflicted: In strict accordance with ALCA and PACB ethical standards, I accept 0% referral commissions, provider fees, or facility kickbacks. I work strictly and exclusively for you and your loved one's best interests.

• Pre-Tax & Alternative Funding: Private health advocacy expenses often qualify as tax-deductible medical expenses or pre-tax HSA/FSA purchases under IRS Code Section 213(d). I can also help explore Long-Term Care Insurance care management riders and specialized Medicare Part B clinical partnerships. --- Finding the Right Support Plan During Your Consultation Because every family's medical, educational, and financial situation is unique, I don't force you into rigid, one-size-fits-all options. We find the best path together:

1. Schedule a Free Discovery Call: Reach out for a complimentary 20-minute "Kitchen Table" phone chat. We’ll talk through what your family is facing, and I will give you immediate clarity on how I can help.

2. Explore Tailored Options: During our initial call, I will share customized package options—ranging from quick, single-task "fix-it" project packages (like a one-time medical bill audit or IEP prep express) to ongoing hands-on retainers.

3. Choose What Fits Your Family: You select the exact level of support that aligns with your timeline, goals, and budget before we begin any formal work. --- Ready to Trade Kitchen Table Chaos for a Clear Plan?

Rooted in Care Advocacy (Sole Proprietorship / County DBA) Serving Ulster, Dutchess & Surrounding Hudson Valley Communities (Flexible In-Person & Remote Hybrid Appointments Available)

Collaborating Care Navigation

As a healthcare provider, mental health clinician, elder law attorney, or trust fiduciary, your time is best spent delivering core clinical care, therapeutic healing, or legal oversight. However, your work is frequently derailed by non-clinical, systemic barriers—such as school district Special Education (IEP/504) battles, complex insurance Explanation of Benefits (EOB) disputes, housing stress, and fragmented post-discharge care plans. When professionals spend unpaid evenings drafting school accommodation letters, auditing hospital bills, or untangling community resources, they suffer severe "case management bleed." This administrative burden consumes billable hours, accelerates burnout, and disrupts continuity of care.

I operate as your dedicated, non-clinical Care Navigation Co-Pilot. By establishing a clear division of responsibilities—allowing you to focus strictly on your core expertise while I handle non-clinical roadblocks—we protect your clinical focus and work-life balance while ensuring your clients receive 360-degree support. ---

How We Collaborate Across Disciplines

• For Private Practice Therapists & Counselors: I handle non-clinical system friction—school district IEP/504 disputes, state waiver packets (OPWDD/NHTD), insurance prior authorizations, and community SDOH needs—so your weekly sessions stay 100% focused on therapeutic goals, and you can close your laptop at 5:00 PM.

• For Primary Care & Outpatient Clinics: Operating as delegated non-clinical care management staff under physician general supervision, I assist with Chronic Care Management (CCM) and Behavioral Health Integration (BHI) between office visits, track active referrals, and address social barriers to care. • For Elder Law Attorneys & Fiduciaries: I provide independent, objective functional capacity evaluations (ADLs/IADLs), home safety fall-risk audits, and care plan validations to verify client decision-making capacity, justify trust disbursements, or support court filings. --- Core Ethical & Compliance Guarantees

• 100% Unconflicted Representation: In strict accordance with ALCA and PACB ethical codes, I accept 0% referral fees, broker commissions, or facility kickbacks. My allegiance belongs strictly to the client's best interests. • Non-Clinical Scope Boundary ("The Line"): I do not issue formal clinical medical diagnoses, prescribe treatments, execute clinical procedures, provide psychotherapy, or give formal legal counsel. I serve purely as your non-clinical care navigation partner.

• HIPAA Alignment & Privacy: Practice operations maintain strict data privacy through encrypted digital tools, role-based access controls, and executed Business Associate Agreements (BAAs) for practice partnerships. --- Flexible Partnership Structures & Consultation Options Every professional practice and client panel is different, which is why I offer flexible collaboration models tailored to your operational needs:

1. B2B Practice Retainer / Sub-Contracting: Contract Rooted in Care Advocacy as an embedded in-house co-pilot for a designated panel of client families ($0 out-of-pocket cost to the family, funded by the practice as an executive amenity).

2. Auxiliary Care Management & Physician Billing: Partner under Medicare general supervision framework for non-face-to-face care coordination.

3. Direct Client Referral Path: Refer overwhelmed clients directly to me for transparent, flat-fee "Kitchen Table" micro-packages (such as an IEP Prep Express or Hospital Discharge Check) or capped sliding-scale private advocacy retainers.

During an initial consultation, we will review your practice's specific needs, discuss customized partnership options, and outline a collaboration plan that seamlessly integrates with your existing workflow. ---

Let's Partner to Protect Your Practice & Patients Rooted in Care Advocacy (Sole Proprietorship / County DBA) Serving Ulster, Dutchess & Surrounding Hudson Valley Communities

Reach out for a complimentary 20-minute Discovery Call

Reach out for a complimentary 20-minute "Kitchen Table" phone chat. We’ll talk through what your family is facing, and I will give you immediate clarity on how I can hel