(213) 298-3288 mwilliams@wholehealthconcierge.com @wholehealthconciergela
For Professional Referral Partners

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.

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How We Work With Professionals

Reliable communication. Organized documentation. Clinical discretion.

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.

Who We Partner With

The professionals who refer their clients to us.

WholeHealth Concierge has established working relationships across the professional categories most likely to encounter clients who need nurse-led care management at home.

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, clinical summaries, and coordination support for clients navigating elder care decisions.

Probate & Conservatorship Attorneys

Clinical documentation and ongoing care management for clients involved in probate or conservatorship matters.

Personal Injury Attorneys

Care documentation, level-of-care observations, and ongoing care management for injury recovery clients.

Fiduciaries & Estate Managers

Care coordination, documentation support, and ongoing oversight for fiduciary-managed clients.

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.

Referral Partner Services

What we provide your clients and your case.

  • 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
  • Support for conservatorship, elder care, personal injury, probate, or family care matters
  • Discreet, professional communication tailored to your workflow
Important Legal Disclaimer. WholeHealth Concierge does not provide legal representation or legal advice. When legal matters are involved, we coordinate with licensed attorneys and professional representatives while providing care management, clinical documentation, and medical advocacy support within our professional scope.
A Confidential Working Relationship

Built on discretion, documentation, and follow-through.

Professional partnerships rest on three things: discretion about who your clients are, documentation that holds up under professional scrutiny, and follow-through that does not require you to check up on us.

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.

Why Professionals Refer to WholeHealth

Your reputation goes with every referral.

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 critical-care-trained registered nurse who personally oversees the clinical work and stays accessible to professional partners throughout the engagement.

Partner With WholeHealth

Refer with confidence.

We make professional referrals simple. Reach out for a confidential introduction and we will walk through how we work with your clients and your case.

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