ADVISORY SERVICES

Helping clients (often with serious or lifelong medical needs) use their compensation or settlement funds wisely to:

Maximize quality of life
Maintain or improve medical care
Support independence and dignity
Ensure long-term sustainability of the funds

Often involving managing or coordinating:
 Medical care and therapies
Assistive devices or home modifications
Personal support workers or carers
Transportation, education, and vocational supports
Housing and accessibility
Financial planning and budgeting

Medical advisory services directly support or can be integrated into case management model in the following ways:

1. Clinical Needs Assessment

• A medical advisor/ nurse consultant assesses or reviews the client’s current and future medical needs.
• Helps ensure the compensation is used to cover appropriate and necessary care.

2. Treatment Planning and Oversight

• Ensuring treatments being proposed or funded are evidence-based, safe, and suitable for the client’s condition.
• Prevents unnecessary or exploitative services.

3. Independent Medical Opinions

• If there is uncertainty around ongoing care, disability status, or proposed interventions, an independent medical expert can provide an unbiased opinion.

4. Home Modifications and Equipment

• Helping validate or approve the medical necessity of specialized equipment (wheelchairs, hospital beds, lifts) or home modifications.
• Preventing overspending on non-essential items.

5. Caregiver Support Plans

•  Assessing how much support is required (e.g., hours per week of nursing care), and ensuring it is aligned with medical best practices and fair employment standards.

6. Long-Term Health Planning

•  For clients with progressive or chronic conditions, we can help forecast future needs(e.g., increasing care, palliative needs).
• Supporting sustainable financial planning.

7. Liaison with Legal or Financial Advisors

• Ensuring the client’s health needs are adequately represented in legal and financial planning documents, e.g., trust fund setup, structured settlement usage.