A. H. L. Services, Inc.

 

MISSION STATEMENT:  Anne Harbison Lucas and her staff ease and enrich the lives of clients and their families as they anticipate or adapt to changes. 

Our goal is to help you move on – however that evolves for you. 

 

We are your:

 

Evaluator of Status -  A Comprehensive Assessment identifies preventative steps, puts in place measures to assure continuity of care for short and long-term circumstances, and empowers family caregivers to deal with daily burdens and decision-making.   The assessment addresses physical, mental, social, financial, and legal concerns.

 

Advocate for the Client -   Anne will monitor and adapt to changing care needs, in close communication with family and other professionals.

 

Coordinator of Benefits and Services -  Anne and her staff will help you select the best care givers, services, and benefits to meet your loved one’s unique requirements. 

 

Support Companion -  AHL Services will provide “Driving Ms. Daisy” companions for support and social opportunities; we do not offer full-time home care but we will supervise licensed personnel.  A wheelchair-equipped van is available. 

 

Problem Solver -  Anne is available seven days a week and evenings to answer pressing questions and to help resolve problems as they occur - for out-of-area or busy adult children and clients, as emergencies or schedules dictate. 

 

Mediator/Negotiator -  Caregiving stresses and differences of opinion among family members are common barriers to good care.  We are skilled at dealing with these unaddressed “Elephants in the Room,” and we can also refer you to more specialized help.

 

Agent for Change -  You and your loved ones may need professional referrals to the best and most affordable Counselors, Care Facilities, Realtors, Medical Equipment Retailers, Elder Law Attorneys, Financial Planners, Insurance Agents, Home Health and Home Care, Hospice and more.  Anne will provide you with tailored referrals or will work with your existing team of professionals.  In order to retain professional integrity and objectivity, and to avoid any potential conflict of interest, AHL Services, Inc. does not sell anything and has no fiduciary relationship with any referral.

 

 

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GERIATRIC CARE MANAGEMENT

As a professional Certified Geriatric Care Manager, Anne Harbison Lucas offers a broad range of comprehensive care management services with a view toward enhancing the quality of life of the client and the client’s family.  Anne is a member of the National Association of Professional Geriatric Care Managers (http://www.caremanager.org/); her services are provided under the rigid ethical standards and guidelines maintained by this organization (see below). 

She is also a member of the National Care Planning Council (http://www.longtermcarelink.net/index.html), the Estate Planning & Trust Council of Long Beach, the Alzheimer’s Foundation of America (http://www.alzfdn.org/), the Dementia Care Professionals of America, and the Senior Resource Alliance of Los Angeles / Orange Counties (http://www.srala-oc.com/). 

 

AHL Services can and does serve clients throughout Los Angeles and Orange Counties, seven days a week; as a mother and grandmother, Anne knows that life’s problems and challenges are not limited to normal business hours.  Available services include, but are not necessarily limited to, the following:

 

Geriatric Assessment Services

 

Brief Intervention Assessment:  An objective, face-to-face interview with a client and family members, along with a review of all pertinent records, will serve to identify immediate problems in order to provide necessary and essential services as quickly as possible.  Issues addressed include financial resources and allocation, legal responsibilities and protection, current and anticipated medical concerns, and social support and adaptation.

 

Professional Care Assessment:  Anne’s formal professional assessment will help the client and family define long-term goals and create an overall strategy for a comprehensive plan for the future.

 

Care Management Services

 

Crisis Intervention, Counseling, & Support:  In confusing and unexpected circumstances, the Care Manager is best suited to provide a detached analysis, objective opinions, practical suggestions, a friendly voice, or a helping hand to the client or family.  An emergency health crisis is often the precipitating event leading to the need for extended care alternatives, and in the absence of advance planning, Anne can initiate necessary and appropriate services immediately without wasting time, effort, and resources - establishing the basis for a more considered plan of action in the future.

 

Two critical starting points are family dynamics and caregiver support.  Anne can help mediate differences among family members, often eliminating costly battles over care and depletion of personal and financial resources.  The caregiver needs attention and support because he or she must have the freedom to make good decisions and to access the best resources.  A stressed caregiver is of little or no value - and can be detrimental to the overall quality of care.  

 

Selection and Supervision of Care Providers:  This most basic care management component is the on-going screening, selection, and monitoring of professional care givers, either in the home, as out-patient services, or at in-patient facilities.  Through past experience with local services, Anne will provide the appropriate connections and referrals to qualified and reliable resources, and will provide the overall coordination of all services.  Anne is not affiliated with any home care or home health agencies, and her recommendations are based solely on a desire to best suit the needs of the client.  

 

Companions & Transportation:  On a case by case basis, and under her direct supervision, Anne may suggest “Driving Ms. Daisy” companions – mature, responsible adults who assist with escorted medical appointments, banking and other errands, transportation, and socialization for the isolated client.  Additional transportation to and from specific destinations (with wheelchair capability) is available.  These services are flexible and client-oriented, provided on a pre-determined schedule or merely when and as needed.   See the separate “Daisy Lady” tab for more details.

 

Surrogate Family Representation:  Various circumstances prevent a family from physically attending to the needs of a client.  As Care Manager, Anne will act as a local liaison and agent, overseeing the situation and providing feedback and information to a remote family.  She will deal with day-to-day decisions and emergencies on behalf of the client as needed.  Anne is on-call 24/7.

 

Professional Referrals:  Frequently the needs of a client or family extend well beyond simple care-giving - medical, legal, financial, estate, insurance, and property issues are all involved.  Assistance may be needed with conservatorships, trusts, powers of attorney, money management, investments, health insurance, and MediCal protection.  As conditions dictate, Anne will assemble and coordinate a team of independent multi-disciplinary professionals familiar with the needs and circumstances unique to seniors.  No financial or fiduciary connection exists between Anne and any of the other professionals she may recommend.   When appropriate, the previous plans and suggestions of existing advisors will be taken into account and incorporated into the new comprehensive care plan.

 

Transition Assistance:  In cases where the client will be changing location, whether moving from one home to another or to an assisted care facility of some type, Anne can either provide a service directly or refer the client to qualified third parties for assistance, including accessibility remodeling, “downsizing” help, cleaning and repairs, or packing and moving.

 

Anne is uniquely qualified to provide advice and assistance optimizing a client’s real estate potential – determining a property’s value, salability, marketing approach, maintenance needs, etc.  Anne does not provide real estate services herself; rather, she will refer the client to an agent specially trained in senior representation and best qualified for the sale of a particular property in a specific neighborhood. 

 

Working with professional colleagues in the area, Anne will oversee the choice of suitable specialty nursing homes and senior housing choices – independent living, continuum of care communities, assisted living, memory loss specialty properties, board and care homes, skilled nursing facilities, and hospice.   Often, respite attention at one of these levels of care will enable a client to return home, ready to resume a quality of life not expected should a change in care level prove to be too dramatic.

 

Anne Harbison Lucas Services Inc. is a privately owned sole practice.  For the peace of mind of clients, it is important to note that Anne cooperates with a network of other certified geriatric care managers in the Long Beach-South Bay area to assure continuous service in the case of any emergency.  We are all available to help clients in the greater Los Angeles and Orange Counties.

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PROFESSIONAL CODE OF ETHICS

 

 

Provisions of Service:         I will provide ongoing service to you only after I have assessed your needs and you, or a person designated to act for you, understand and agree to a plan of service, the results that may be expected from it, and the cost of service.

                                               

Self-Determination:             I will base my plan of service on goals you, or a person designated to act for you, have defined, and which enhance the decisions you have made concerning your life.

                                               

Cooperation:                         I will strive to ensure cooperation between all of the individuals involved in providing service and care to you.

 

Referrals / Disclosure:        I will refer you only to services and organizations I believe to be appropriate and of good quality.  I will fully explain to you any business relationship I have with any service I propose, and give you information on alternatives, if at all possible, so that you, or a person designated to act for you, can make an informed decision to accept or reject the services I recommend to you.

 

Termination of Service:       I will end service to you only after reasonable notice.  I will recommend a plan for you to continue to receive the services as needed.

 

Confidentiality:                     I will hold in trust any confidence you give me, disclosing information to others only with your permission, or if I am compelled to do so by a belief that you will be seriously harmed by my silence, or if the laws of this State require me to do so.

 

Substitute Judgment:          I will not substitute my judgment for yours unless I am acting in the role of your guardian, appointed by a Court of Law, or with your approval, or the approval of someone designated to act for you.

 

Loyalty:                                  My first duty is loyalty to you.  I will always provide services based on your best interest, even if this conflicts with my interests or the interests of others.

 

Qualifications:                       I am fully qualified in my profession to provide the services I undertake.  I continue to improve my skills and knowledge by participating in professional development programs and maintaining certification and licensing in my profession.

 

Discrimination:                     I will not promote or sanction any form of discrimination.

 

Standards of Practice:        

 

I will provide all services in strict adherence to the guidelines proscribed in the National Association of Professional Geriatric Care Managers “Standards of Practice for Professional Geriatric Care Managers”:

 

(http://www.caremanager.org/associations/2914/files/Standards02_09.pdf).