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    • Home
    • About
    • Circle of Care
    • Resources
    • Services
    • Meet the Founders
  • Home
  • About
  • Circle of Care
  • Resources
  • Services
  • Meet the Founders

Uniquely Tailored Plans

At Older Oak, we recognize that no two individuals or families have the same needs, circumstances, or priorities. Our approach to care management — and our fee structure — reflects that understanding.Rather than offering one-size-fits-all solutions, we develop individualized service plans with clearly defined responsibilities, expectations, and costs. Our commitment is simple: thoughtful care, transparent pricing, and the flexibility to adapt as your needs change.


Initial Comprehensive Assessment

  • Comprehensive Needs Assessments — Evaluating health, cognition, daily functioning, home safety, and available support.
  • Individualized Care Plans — Developing personalized plans aligned with medical recommendations, individual values, and family priorities.
  • ADL & IADL Assessments — Identifying support needs for everyday activities.
  • Memory & Dementia Care — Specialized assessment, planning, and family guidance.

Our work typically begins with an in-depth assessment of health, cognition, daily functioning, living arrangements, existing support systems, and personal priorities. This assessment provides the foundation for an individualized care plan, including recommendations, service coordination, and anticipated costs.


Ongoing Care Management

  • Regular Check-Ins — Monitoring changing needs and adjusting care plans.
  • Crisis Navigation — Providing guidance during unexpected health or care transitions.
  • Family Communication — Keeping loved ones informed and involved, with appropriate consent.
  • Emotional & Social Well-Being — Connecting clients with counseling, companionship, and community resources.
  • Medical Appointments — Scheduling, preparation, and communication with healthcare providers.
  • Care Team Collaboration — Connecting physicians, specialists, discharge planners, and families.
  • Trusted Referrals — Coordinating home care, rehabilitation, fiduciary, and legal resources.
  • Insurance & Benefits Guidance — Helping families navigate coverage, services, and available benefits.

For individuals and families who benefit from continued support, we offer ongoing care management arrangements tailored to the level of involvement required. Services may include regular visits, healthcare coordination, provider communication, family updates, advocacy, and reassessment as needs evolve.


Hourly Consultation

  • Home Care Coordination — Arranging nursing, caregiving, and other in-home services.
  • Caregiver Respite — Connecting families with relief and companionship services.
  • Daily Living Support — Coordinating meals, supplies, and essential household needs.
  • Mobility & Accessibility — Arranging transportation, medical equipment, and adaptive supports.

For families seeking guidance with a specific concern, we offer hourly consultation and care coordination services. This may include navigating healthcare decisions, exploring care options, identifying community resources, or addressing an immediate challenge.


Project-Based Support

  • Chronic Disease Support — Coordinating care for diabetes and other complex medical conditions.
  • Rehabilitation Services — Facilitating physical, occupational, and speech therapies.
  • Stroke Recovery — Coordinating rehabilitation, home modifications, and ongoing support.
  • Complex Care Needs — Supporting home dialysis, post-surgical recovery, and specialized mobility equipment.

Some circumstances require focused, short-term assistance rather than ongoing care management. We can develop a defined service plan for situations such as hospital discharge, rehabilitation, relocation, transitions to assisted living, or unexpected changes in care needs.


Specialized Care Practice

  • Advance Care Planning — Guiding conversations about healthcare wishes, directives, and POLST.
  • Palliative & Hospice Coordination — Supporting comfort, dignity, and continuity of care.
  • Family & Bereavement Support — Connecting loved ones with emotional support and grief resources.
  • Final Arrangements — Assisting with funeral planning, transportation of remains, and donation options.

Whether you need a single consultation or ongoing care management, we're here to help you explore your options.


How Fees Are Determined

Our proposals consider the scope and complexity of services, including:

  • The depth of assessment and care planning required.
  • Frequency of visits, monitoring, and provider coordination.
  • Complexity of medical, cognitive, and psychosocial needs.
  • In-person, remote, and travel requirements.
  • Specialized coordination involving memory care, rehabilitation, palliative care, or other services.

When outside professionals or specialized services are needed, we help identify and coordinate appropriate resources. Fees charged by third-party providers are explained separately whenever possible.


Clarity From the Beginning

Before services begin, we discuss your needs, recommend an appropriate level of support, and provide a written proposal outlining the scope of work, professional fees, and billing arrangements. As circumstances change, we revisit the plan together to ensure services remain appropriate and aligned with your priorities. We believe families should understand not only what care will cost, but the value and purpose of every service being provided.


Let's Begin With a Conversation


Schedule a consultation to discuss a personalized plan for yourself or someone you love.
 

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OLDER OAK - Care Management

Serving the San Francisco Bay Area

(925) 995-7953



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