A trusted care management partner for professionals and their clients.
WholeHealth Concierge supports professional referral partners by providing nurse-led care management, clinical coordination, care documentation, private duty nursing coordination, and family support for clients with complex care needs.
What can referral partners expect from us?
We understand that professional referral partners need reliable communication, organized documentation, discretion, and timely support. WholeHealth Concierge works collaboratively with providers, attorneys, fiduciaries, case managers, and family representatives to help coordinate care in a way that is clinically informed and professionally managed.
Every relationship starts with a confidential introduction. We take time to understand how your practice operates so our handoffs feel like an extension of your work, not a separate service.
Physicians referring a patient can find the clinical handoff process on our page for physicians.
Which professionals refer their clients to us?
These are the professionals whose clients most often need nurse-led care management at home. When the client consents, we keep your office updated.
Concierge Physicians
Refer clients who need care management, private nursing, or post-procedure oversight beyond the office setting.
Plastic Surgeons
Discreet, professional post-operative recovery support for cosmetic surgery patients with high privacy expectations.
Orthopedic Surgeons
Joint replacement and orthopedic recovery support with private nursing coordination and mobility-focused care planning.
Elder Law Attorneys
Care needs assessments and care management for clients facing elder care decisions.
Probate & Conservatorship Attorneys
Ongoing care management for clients in probate or conservatorship matters.
Personal Injury Attorneys
Nurse-led care management at home for clients recovering from an injury.
Fiduciaries & Estate Managers
Care coordination, documentation support, and ongoing oversight for fiduciary-managed clients.
Geriatric Care Managers & Aging Life Care Professionals
RN-led care management, medication oversight and in-home monitoring for clients who need more clinical support.
Hospital Discharge Planners
Smooth handoff to a clinically led private care plan for clients who need more than standard home health.
Case Managers & Rehab Facilities
Continuity from facility-based care to home-based care with full clinical organization.
Family Offices & Luxury Hospitality
Discreet, high-touch care management for the principals and family members of high-net-worth households.
What we provide your clients.
- Care needs assessments
- Clinical care summaries
- Hospital-to-home planning
- Private nursing coordination
- Post-operative recovery planning
- Family care conferences
- Medication and appointment organization
- Ongoing care management
- Documentation support
- Coordination with attorneys and professional representatives
- Discreet, professional communication tailored to your workflow
What makes a referral partnership work?
Professional partnerships rest on three things: discretion about who your clients are, clear records of the care we provide, and regular updates so you know where things stand.
Every referral relationship begins with a confidential introduction and a clear understanding of how we will operate together. From there, we keep you informed without burying you in updates.
How do we protect your professional reputation?
When you refer a client to a care management partner, you are putting your own professional credibility behind that referral. WholeHealth Concierge is built around the standards professional referral partners expect: clinical leadership, organized communication, discretion, documentation, and reliable follow-through.
Our founder is a CCRN-certified registered nurse who leads the clinical work.
Refer with confidence.
Send a brief note about your practice and how you would like to refer. Please leave out patient health details; we will take those by phone. Meagan or a member of the WholeHealth team will get back to you personally.
Prefer to talk live? Call us at (213) 298-3288.
Researched. Factual. From the field.
Direct answers to questions families and partners ask most often, grounded in current healthcare practice and research.
How does the referral process work?
Call us at (213) 298-3288 once your client has agreed to the referral. We schedule a consultation and an assessment, then, with the client's written consent, share the care plan with you. We keep you updated from there.
What kinds of clients are best suited for concierge care?
Strong candidates include patients with complex post-discharge needs, multiple comorbidities, family bandwidth challenges, recent hospitalizations, and patients or families who can pay privately for ongoing nurse-led oversight.
How do we start working with your team?
Call us at (213) 298-3288. We will work out with your office how referrals reach us and how you would like to get updates.
How does WHC report back to referring partners?
With client consent, WHC provides structured updates to the referring partner so they remain informed about how their patient or client is progressing under the care plan.
What we take, what we decline, and when we hand back.
A referral is your reputation as much as ours. So that you can place one with confidence, here is exactly where WholeHealth Concierge fits, and where it does not.
What we take
RN-led care management and private duty nursing at home: complex discharges, post-operative recovery, medication and provider coordination, dementia care planning, and ongoing clinical oversight for families who need more than a caregiver.
What we do not provide
We are not a Medicare-certified home health agency, we do not provide hospice, dialysis or physical therapy, and we do not offer non-medical companion care as a standalone service. Where one of those is the right answer, we say so and help the family find it.
When we hand back
When a client stabilizes and no longer needs registered-nurse oversight, or when the need becomes purely custodial, we say so directly rather than extending an engagement. You will hear it from us before you hear it from your client.