Clinical Case Management for Seniors
As part of our Certified Medicaid Planning services, we can act as your Clinical Case Manager—ensuring you are connected with the resources you need to meet your long-term care needs.
Comprehensive Long-Term Care Coordination Solutions
Legacy Navigation’s Clinical Case Management Services

Education
With over 40 years of combined experience in the healthcare industry, and our extensive training in Medicaid planning, we can educate seniors and their families on:
- Medicaid eligibility in their state
- Financial planning for long-term care
- Asset protection strategies for Medicaid eligibility
- All programs and benefits you qualify for

Referrals
We have built a network of reliable providers and community partners. As part of our Medicaid planning services, we provide referrals for a variety of services:
- In-home caregiving
- Skilled nursing
- Hospice care
- Assistance with placement in a long-term care facility (assisted living, memory care, etc.)
- Elder Law Attorney services

Resources
In addition to caregiving, there are many resources available to seniors that they are often unaware of. We can help seniors access resources like:
- Emergency response systems (Life Alert)
- Home meal delivery services
- Laundry services
- Home chore services
- Companion services
- Transportation
- Home safety
Benefits of Clinical Case Management for Seniors
Improved Quality of Life
Access to services that help manage activities of daily living makes life easier on seniors and removes the care burden from family members. Many seniors also see improved emotional and mental health.
Preservation of Independence
With resources and support that help a senior continue to manage their own well-being, they maintain control over their lives, which fosters a sense of independence and prevents seniors from feeling like a burden.
Better Health Outcomes
When seniors receive the reliable and on-going care they need, and support with daily living, we see better symptom management, better mental health, fewer emergency hospital admissions, and improved overall health.
Steps We Take To Determine Your Clinical Case Management Needs
- Perform physical and psychosocial assessments to help determine the level of care you require.
- Identify your care goals and any unmet needs or gaps in your care.
- Assess your unique financial circumstances.
- Determine eligibility for Medicaid and other senior care programs.
How We Can Help You Access the Resources Available to You
- Develop a customized case management plan.
- Complete applications for programs and resources as your Authorized Representative (including Medicaid).
- Provide referrals for services and resources in your community.
- Provide ongoing and consistent support if and when your needs or care goals change.
Getting Started With Legacy Navigation’s Clinical Case Management Services
Contact Us
If you or your loved one is struggling to manage long-term care or identify resources and support, give us a call at 208-204-6004 or fill out our contact form.
Consultation
We’ll have an initial consultation to gather information about your situation and determine how we can help. We’ll ask general questions about your financial situation and your care needs.
Planning
We’ll formulate a case management plan based on your unique situation. The plan may involve strategies to meet eligibility requirements for programs and resources.
Get Connected
Once we have a plan in place, we’ll provide quality referrals for programs and services in your community and assistance accessing resources to help manage your care needs.