Referring to SRC Can Benefit Your Clients

If you are a professional caring for an elder or advising families on related legal*, financial** or care matters, we can help identify those who may benefit from SRC, and welcome you to participate in the planning process.

We encourage professionals to maintain their respective relationships with the clients they refer to us. SRC will provide your clients with a no-cost initial consultation illustrating a collaborative approach to achieving their family’s goals. This may involve accompanying your client to the initial consultation and/or being updated as to their status.

By working with SRC, your clients benefit by:

• preserving their professional relationship with you;
• having access to our team of experts for a comprehensive approach and ongoing support for their long term care planning needs.

If you are a Case Manager or Discharge Planner, you can also feel secure knowing that your patients are being fully supported through the transfer and discharge process as they receive our comprehensive guidance throughout the elder care continuum.

Typical Referral Profiles

SRC receives referrals from a broad spectrum of professionals. The following are three common referral profiles:

• Legal Referral
• Financial Referral
• Elder Care Professionals