The initial 2 to 4 hour face-to-face visit with client & family/caregiver is to develop rapport, and assess the following:

Current Functional & Cognitive Status

Environmental (home) safety & needs

Depression and/or Anxiety

Medical conditions & history 

Current Medications

Health Care Power of Attorney (HCPOA)

Advance Care Directives &/or planning

Durable Power of Attorney (DPOA)

Personal History Review

Caregiver Stress

Consent (client &/or HCPOA) for Sandi to accompany client to medical appointments & obtain/review medical record of client (if desired).

Review Contract for services



Initial Assessment:  

Fees for Initial assessment run from $300-$450, depending on the complexity of situation 

A substantial assessment report (included in above fee) will be provided to client and/or HCPOA/ DPOA via email, within 72 hours of the conclusion of the Intake/Assessment visit.


Note:  for some geriatric patients, a two to four hour visit is too long.  In this case, the Initial Geriatric Assessment will be scheduled over 2 different dates. A packet of information will be provided to the client/caregiver prior to the Initial Assessment.


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