What’s Included
Administrative Planning Session
Review of client-provided information and documentation
Organization and structuring of documents
Identification of missing or inconsistent documentation
Administrative coordination support during the planning phase
What’s Not Included
Intake & application processing
Completion of application forms
Submission or resubmission activities
Legal, medical, or eligibility determinations
Best For
Clients who need administrative planning and organized documentation before proceeding with application or claim processing.
Services are administrative in nature and subject to intake confirmation.