Best For: Simple cases, short-term needs, first-time clients
Includes:
- Intake & needs assessment (45–60 min)
- Health history review
- Medical records or care-plan review
- Appointment preparation (questions & goals)
- Diagnosis and treatment education
- Review of medical bills, insurance plan, or care plan
- Education on next steps & patient rights
- Written action summary + resources
- 7 days of follow-up email support
