Episode 133

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Published on:

1st Feb 2025

How to Find the Best Referral Agent

If you're faced with the daunting challenge of helping a senior loved one find medical assistance after an injury or choose a senior living community to move to, you're not alone. Daphne Davis from Pinnacle Senior Placements in Seattle, Washington joins Suzanne Newman on the Answers for Elders Radio Show to talk about finding a referral agent to help answer those questions.

Daphne says, "I have 25 years of being able to see some patterns in this industry of housing and care for elders and seniors. What I'm seeing now is a lot of hesitation and people not sure who they can trust. I'm seeing families come to me and say, 'I just don't have enough information. Why are people not telling me what's going on with my mom or dad? I don't know what direction to go.' It used to be this way Medicare covered X, Y, and Z, and now I'm finding out they don't cover that anymore...

"If you think of a hospital and what used to happen there was, you had something get diagnosed or responded to in the E.R., you had some time to recover. If you have surgery, you have some time to recover. That's not the case anymore. Now they ship you off to rehab... and, well, what's rehab, what's skilled nursing, what is this? And what can I expect there?

"Do I take mom home? Do we do in-home care? Do we contract through our insurance, Medicare insurance? Do I have P.T.A. and speech therapy come in? Do I go to an assisted living? Physical therapy or occupational therapy? Or do I look at assisted living?"

Daphne adds, "What are you going to get when you have chosen someone to help you, whether it be in a referral agency, or a moving company, or an elder law attorney? I'm really looking forward to talking about the subject of, what do you look for in a referral agent? We do have referral agents available nationwide. Each state has their own requirements of what a referral agent can and can't do. And some states are more sophisticated about having requirements in terms of how to run their business.

"In general, I get to come in, hear the story, do some research, go on a tour, show you what's available out there, and then you, the family, have some guidance to make an informed decision."

Reach Pinnacle at 1-855-734-1500 or visit PinnacleSeniorPlacements.com.

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About the Podcast

Pinnacle Placements & Seniors
Pinnacle Senior Placements helps find superior housing options for the elderly in your family by doing the right thing for the right reason every time. Pinnacle was established out of a pure desire to serve the elderly and their families.

We meet with families face to face. During the meeting, your advisor will listen carefully to gain a clear understanding of your loved one’s personality and needs.

Our team believes that your loved one is much more than a list of diagnosis, symptoms, and behaviors. Your loved one is vital and deserves to maintain his/her life quality and purpose. This is why you can be sure we will provide options to help maintain his/her dignity and quality of life. Your family member will be treated with genuine compassion and care.

About your host

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Daphne Davis

Daphne leverages her strong business and entrepreneurial background in running Pinnacle Senior Placements. Since 1985, she has experienced handling management positions and establishing her own business. Being in these positions of responsibility allowed her to enjoy the freedom of implementing the credo of “doing the right thing for the right reason every time.”

In 2001, Daphne was introduced to senior care. She continues to enjoy serving elders and their families to this day.

Daphne has been devoting her time for the last 25 years as a loving wife and as a hands-on mother to two boys. She attends family, school, and sporting events while still having a full-time career. Her interests include playing the organ/piano for choir and church services. Aside from that, she also loves traveling both domestically and internationally with her husband and friends.