Health Document Management
No one plans to get sick or disabled, but it happens. That’s why we help people on Medicare get their affairs in order ahead of time and protect their most important health-related documents. This is especially important when a patient loses the ability to walk or communicate.
Questions family members will ask when a relative is stricken in this way:
What bills are due?
What will insurance cover?
Well Advised Health Document Management is a free service where all the important documents about your health, welfare, and finances are kept safe and secure in our digital file server.
You can easily access your documents at any time from any location, and we will not share them with anyone else unless you give us permission.
Fill out the form to the right, and one of our representatives will contact you with more information.
Interested in learning more about the Well Advised Health Document Management Service? Give us your name and email address and we will set up a time to speak to you and answer your questions.
How Health Document Management Works
This service keeps legally valid digital versions of your essential health documents in a secure file server that complies with the most stringent legal and regulatory requirements. These documents may include:
Advance directives
Wills
Revocable trusts
Power of attorney
You will own all of these documents, and Well Advised will be your trusted custodian.
Value of Health Document Management
Having these forms secure and easy to access is important when someone loses their ability to walk or communicate. Family members will know what bills are due, and they can obtain these documents when they need to make important decisions and carry out your wishes.
As appropriate, we may be able to integrate some of these forms with your electronic health records.
Need a document to fill out? We can help.
If you don’t already have a particular type of document, we can provide it and help you complete it. These include any health, legal, and financial forms, including:
Health:
Health insurance policies
Explanation of benefits
Drug formularies
Lists of network pharmacies
Summaries of bills paid
Physician contacts
Legal:
Durable power of attorney for health care (Medical Power of Attorney)
Living will
Next-of-kin contacts
House deeds
Financial forms and applications
Physician bills
Hospital bills
Health Insurance bills
At your direction, we can package your documents and send them to the destination you specify -- including specialists, family members, and insurance properties
Security you can trust
We take strong privacy and security measures to safeguard your documents, including those that come under HIPAA compliance regulations. We regularly back up the records of all of our customers to ensure their integrity and availability.
How the Well Advised Plan Finder Works
Tell us.
Answer simple questions about your health needs and preferences.
Prioritize.
Rank your priorities in order of importance to you.
Get Matched.
Our technology matches you to the coverage that best fits your needs and preferences.
Succeed.
And we help you through the complete enrollment process.