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800.298.5113 | Office 408.457.7607 | Fax 200 Winchester Circle STE H27 Los Gatos, CA 95032 USA

Website: http://www.concertohealthpartners.com Blog: http://concertohealthpartners.com/blog/ Twitter: @ConcertoHealthP

Peace of Mind Navigating Health Care

Introducing Concerto HealthPartners

Presentation to Patients & Family Caregivers

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NAVIGATING HEALTH CARE LEAVES PATIENTS AND FAMILY CAREGIVERS ALONE, UNCERTAIN AND OVERWHELMED

LEFT TO THEIR OWN DEVICES, MOST ASSUME LESS ACTIVE ROLES IN THEIR OWN CARE...AND ACHIEVE POORER OUTCOMES

Problem…

Patient Family Caregiver 19 million chronically ill seniors have adult children living long distance or out of reach. 8 out of 10 Americans age 65 or older are living with some chronic illness.

•  Who will take care of me? •  Does my insurance cover this? •  How do I find the best doctor or hospital? •  I don’t know what questions to ask. •  I don’t understand medical jargon. •  How do I appeal denied treatment?

More than 65 million Americans are caring for a spouse, parent or relative with a serious illness.

•  How do I take care of my parent or relative who lives elsewhere? •  What type of doctor should I be taking her to? •  Is he getting the proper/correct care? •  Am I getting her to the right facility? •  Is he taking the right meds?

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CONCERTO HEALTHPARTNERS MAKES NAVIGATING HEALTH CARE EASIER, FASTER, LESS RISKY AND LESS COSTLY

Solution…

•  In life, who and what you know is everything. Concerto HealthPartners provides contacts, experience and expertise. Know who to ask for help, where to go, and what to say and do when you get there •  Concerto HealthPartners provides you with a team of 3 experts dedicated to your welfare

Helps you…

By…

•  Make smart treatment decisions.

Case Manager Medical Librarian Insurance Advocate

•  Know what you’ve paid. •  Pay only what you owe. •  Get maximum coverage.

•  Get the best care. •  Guard against error and infection.

•  Finds the best doctors and hospitals. •  Prepares questions for doctor visits. Take notes. Make sure questions are asked (and you understand the answers). •  Teaches your family how to care for you.

•  Tracks paperwork. •  Resolves billing errors. •  Facilitates claims. •  Advocates for coverage of new or risky treatments. •  Appeals denied claims.

•  Translates medical jargon into understandable ideas. •  Provides research for you to make informed choices between competing. treatment recommendations •  Identifies clinical studies and alternative treatments to discuss with your doctor.

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“AT BEST LIFE SAVING, AT LEAST ESPECIALLY HELPFUL”

•  “Patient advocates are at best life saving and at least especially helpful. They help ensure that the patient gets to see the desired specialist. They do internet research so the patient is more informed when talking to the doctor. They educate family members on how to support the patient during a hospital stay. For example, ensuring that the pills are really meant for her. And they sort through the mountain of bills and, if necessary, negotiate fees with the healthcare provider, insurance company, or other payer.”

- U.S. News & World Report

PEACE OF MIND FOR PATIENTS AND FAMILY CAREGIVERS

Result…

“GET SOMEONE WHO’S BEEN THERE BEFORE…MAKE THEM YOUR PARTNER”

•  "When you're under the stress of all these diagnoses coming at you, you can't always process this information accurately. Get someone who's been there before whom you trust and make them your partner in this process. Bring someone who's actually going to pay attention and understands the process and takes notes."

-  Dr. Oz From The Oprah Winfrey Show, Best Life Week: Dr. Oz and the Ultimate Health Checklist

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1.  Team Kick-Off: Meet your three-member HealthPartners Team. Gain immediate peer support. Begin receiving personalized service based on your situation and goals.

2.  Put your game plan to work: Get best care. Make smart treatment decisions. Avoid error and infection. Maximize insurance coverage. Know what you have spent and only pay for what you owe.

3.  Collect Medical Records: We collect and centralize your medical records using Google Health

4.  Track Insurance and Spending: We immediately begin tracking insurance paperwork and costs through Quicken Medical Expense Manager. Know what you’ve paid. Pay only what you owe.

5.  Work from the same page: We'll set up and walk you through your Concerto online resources: your individual home page, discussion boards, and library.

WHAT HAPPENS WHEN I JOIN?

Instant Rewards…

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1. Call 2. Join 3. Get Started Tell us what's going on.

Get a team you trust. Make them your partner.

Take care of yourself or a loved one.

•  Call 1-800-298-5113 •  Tell us your story. •  Discuss your questions. •  Learn more about what we can do for you.

•  Get the best care. •  Make smart treatment decisions. •  Avoid error and infection. •  Maximize insurance coverage. •  Know what you have spent and only pay for what you owe.

•  Meet your three-member HealthPartners Team. •  Gain immediate peer support. •  Begin receiving personalized service based on your situation and goals.

HOW DO I GET STARTED?

1-2-3 Go!...

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PATIENTS, PICK A PLAN THAT MATCHES YOUR NEEDS

Plans and Pricing…Patients…

Max (Membership)

TOP-OF-THE-LINE MOST POPULAR PLAN

Plus (Hours)

JUST THE HOURS YOU NEED

Basic (Phone)

JUST A PHONE CALL AWAY

Description •  Full Membership •  For on-going or in-depth and comprehensive access to services

•  Guest Pass •  For brief to short-term limited access to services

•  Phone •  For immediate, one-time access to services

Example •  Chronic or acute medical condition or event

•  “Dad has Alzheimer’s and we need a week or two of help dealing with Medicare and possibly help finding him a home.” •  “I need a few hours of research done by a Medical Librarian.”

•  “I just moved to a new city and need help finding a new doctor.” •  “I received this medical bill in the mail and have no idea what it means!”

Features •  Dedicated team of 3 HealthPartners •  Continuous and up-to-date tracking through Google Health, QMEM, Highrise •  Customized action plan •  Communicate with family and friends

•  Individual access to Case Manager, Medical Librarian or Insurance Advocate

•  One-time phone support from a Case Manager, Medical Librarian, or Insurance Advocate

Pricing •  Annual fee •  Hourly charges billed on a monthly basis

•  Hourly charges billed on monthly basis

•  Hourly charges billed on a monthly basis

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FAMILY CAREGIVERS, PICK A PLAN THAT MATCHES YOUR NEEDS

Plans and Pricing…Family Caregivers…

Family PLAN TOP-OF-THE-LINE

MOST POPULAR PLAN

Individual Caregiver TAKING CARE OF YOUR INDIVIDUAL

LOVED ONE

Description •  Why not take care of yourself, BOTH parents, your spouse and kids? •  Don’t wait for their to be a problem to get started centralizing your medical records, coordinating your health insurance, and keeping track of notes from your medical visits

•  For when you are responsible for taking care of your individual spouse, partner, parent, child or relative

Options to Suit Your Needs

•  After you sign up for one full Max Membership, each additional family member is discounted.

Choose the level of service that matches your needs: •  Basic •  Plus •  Max

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“The confluence of aging baby boomers with an ever more complex, cost-conscious healthcare system means unlimited demand for a persuasive, persistent person willing to do the vital work of patient advocacy.

Some hospitals and HMOs hire nurses and social workers as patient advocates, but there remains a huge unmet need.”

- U.S. News & World Report

UNLIMITED DEMAND. HUGE UNMET NEED.

Vital...