For Elder Law Attorneys
NextPhase Navigators provides non-legal Medicaid application assistance for families who need help with the administrative side of the long-term care Medicaid or waiver Medicaid process.
We understand that many families need more support than a law office is structured to provide on routine administrative follow-through, document gathering, form completion support, submission support, and communication related to the application process.
Our role is to help clients carry out the practical side of the process in an organized and timely way.
What We Do
- Help families understand what information and documents may be needed
- Assist with document collection and organization
- Support completion of Medicaid application paperwork
- Assist with submission and case follow-up
- Help families respond to requests for additional information
- Assist with annual Medicaid redeterminations
- Help implement spend-down plans created by counsel
What We Do Not Do
- We do not provide legal advice
- We do not give Medicaid planning advice
- We do not draft legal documents
- We do not replace the role of counsel
- We do not advise families on issues that require legal judgment
Why Attorneys Refer to Us
Some families need legal planning. Many also need steady hands-on help carrying out the application process after the plan is in place.
NextPhase Navigators can help reduce preventable client confusion, improve document organization, and support timely administrative follow-through. That can help clients better execute the plan established by counsel.
We aim to stay in our lane, communicate clearly, and serve as a practical support resource for families who may otherwise struggle to complete the process efficiently.
Referral Situations That May Be a Good Fit
- The client needs help gathering and organizing documents
- The client or family is overwhelmed by the paperwork
- The family needs hands-on administrative support after legal planning is complete
- The family needs help staying responsive to case requirements
- The case involves ongoing follow-through that would benefit from outside administrative support
Working Relationship
When appropriate, we are glad to support the implementation side of a plan developed by counsel. We recognize the attorney's role, avoid stepping into legal matters, and direct legal questions back to the appropriate attorney.
If you would like to discuss whether NextPhase Navigators may be a fit for certain client situations, please contact us.