Whole-Person Wellness Case Management & Support

**Whole-Person Wellness Case Management & Support | 75-Minute Personalized Consultation**

Managing your health and well-being involves more than medical appointments, medications, or lifestyle choices. It also means navigating everyday responsibilities, accessing essential resources, building supportive relationships, and overcoming barriers that can affect your quality of life.

At Simply Living Whole, I provide compassionate, person-centered wellness case management support that brings together community health services, patient navigation, health education, resource coordination, and integrative wellness coaching.

As a Community Health Worker (CHW), Health Educator, Patient Navigator, and Integrative Health & Wellness Coach, my approach recognizes that your physical, emotional, social, and environmental needs are interconnected.

Whether you're managing a chronic illness, navigating multiple healthcare providers, experiencing changes in your living circumstances, or struggling to balance health needs with daily responsibilities, we'll work together to identify priorities and develop practical next steps.

**Areas we may explore include:**

**Health & Healthcare Navigation**
- Identifying healthcare access barriers and service needs
- Preparing for medical appointments and follow-up care
- Understanding general health information and provider recommendations
- Organizing health-related questions and priorities
- Developing self-advocacy and healthcare communication skills

**Community Resources & Social Determinants of Health**
- Exploring housing, food, transportation, and financial assistance resources
- Identifying community programs and social services
- Understanding general health insurance and benefit navigation
- Addressing challenges involving social support and access to services
- Identifying appropriate organizations and referral opportunities

**Chronic Illness & Lifestyle Support**
- Strengthening chronic disease self-management skills
- Developing sustainable nutrition, movement, sleep, and self-care habits
- Exploring stress management, energy conservation, and daily routines
- Applying clinician-recommended lifestyle changes
- Building confidence and maintaining personal independence

**Wellness Coaching & Personal Empowerment**
- Establishing realistic health and personal wellness goals
- Identifying barriers to progress through motivational interviewing
- Strengthening resilience, healthy boundaries, and self-advocacy
- Developing practical routines and accountability strategies
- Building a supportive, sustainable approach to whole-person wellness

**Your 75-minute consultation includes:**

- A collaborative whole-person wellness needs assessment
- Identification of your primary health, lifestyle, and resource priorities
- Exploration of barriers related to social determinants of health
- General health education and patient navigation guidance
- Initial identification of potential community resources and referral options
- Collaborative wellness goal-setting and practical next steps
- A brief personalized wellness and resource action summary

**Ongoing Wellness Case Management Support**

For individuals who need continued guidance, additional sessions may focus on tracking goals, addressing emerging barriers, locating resources, preparing for healthcare appointments, and maintaining progress with wellness routines.

My approach emphasizes dignity, autonomy, collaboration, and practical support. You are an active partner in determining your goals, priorities, and next steps.

You deserve support that recognizes your whole life—not just one health concern.

**Simply Living Whole — Redefining health. Reclaiming self.**

*This service provides nonclinical wellness case management support, community resource navigation, health education, and coaching. It does not include medical diagnosis, treatment, psychotherapy, clinical case management, benefits eligibility determinations, or guaranteed placement in community programs. Direct coordination with outside providers requires appropriate consent and arrangements.*

1. What is your primary reason for seeking wellness case management support?

2. Which areas would you like assistance with?
Healthcare Navigation, Chronic Illness Support, Community Resources, Housing, Food & Nutrition, Transportation, Insurance or Benefits Navigation, Stress & Emotional Wellness, Healthy Lifestyle Habits, Other

3. What are your three most important health, wellness, or daily living priorities?

4. What challenges are currently making it difficult to access care, resources, or maintain your well-being?

5. Are you currently receiving support from a healthcare provider, social worker, case manager, or community organization?
Yes / No / Prefer not to say

6. In which city, county, and state would you like assistance locating resources?

7. What would you most like to accomplish through this consultation?

Q: How is wellness case management different from regular health coaching?
A: Health coaching focuses primarily on personal wellness goals, behavior change, and lifestyle habits. Wellness case management takes a broader approach by also addressing healthcare navigation, community resources, social determinants of health, and barriers that may prevent you from achieving your goals.

Q: What types of resources can you help me find?
A: Depending on your needs and location, we can explore healthcare services, community wellness programs, food assistance, transportation, housing support, benefits information, and other resources that may improve your well-being.

Q: Can you help if I have multiple chronic health conditions?
A: Yes. I can help with general self-management education, organizing wellness priorities, identifying practical support needs, and implementing lifestyle recommendations from your healthcare team.

Q: Can you coordinate with my doctors or other service providers?
A: When appropriate and separately agreed upon, I may help facilitate nonclinical communication and resource coordination with your permission. This requires appropriate authorizations and does not replace clinical care coordination performed by licensed providers.

Q: Can you help with Medicaid, Medicare, or other insurance resources?
A: I can help you understand general program information, identify appropriate contacts, and organize questions regarding eligibility or available services. Coverage and eligibility decisions are made by the relevant agencies or insurers.

Q: Will I receive a personalized plan?
A: Yes. The consultation includes a brief action summary outlining your priorities, initial resource options, wellness goals, and practical next steps.

Q: Can I receive continuing case management services?
A: Yes. Additional appointments or separately agreed ongoing support arrangements may be available depending on the level of assistance needed.

Q: Does this include completing applications and contacting organizations on my behalf?
A: The initial session primarily focuses on assessing needs, identifying resources, and planning next steps. More extensive coordination, application assistance, and agency follow-up require a separate scope of service.

Q: Is this covered by health insurance?
A: This service is listed at a self-pay rate. Insurance coverage or direct billing is available only if an applicable payer contract and service eligibility have been established. (Coming soon for some states)