Care Coordination & Daily Money Management
What is a Daily Money Manager (DMM)?
DMMs are experienced professional bringing clarity and order to an individual's daily management of bills, budgets, and record keeping.
A DMM can save you time and hassle and negotiate on your behalf. A DMM can also work with or refer you to other professionals such as tax, legal, and investment advisors.
What is a care Coordinator?
Care Coordinators are professionals dedicated to improving the quality of life for senior citizens and disabled individuals along with their families by providing guidance and oversight for the care.
Who uses these services?
Anyone can benefit from the services of a DMM or Care Coordinator.
Typical clients include:
Adult children managing an aging parent's affairs
Who we are:
Since 1996, Strategic Management Partners has provided day to day money management and care coordination on an hourly basis to senior men and women. These services are tailored to meet the specific needs of the individual.
Pat Manalio is a Certified Senior Advisor
Pat Manalio is a Past President of AADMM
Appointed by the Veterans Administration as a Federal Fiduciary
Member of AADMM (American Association of Daily Money Managers)
our services include:
Open/review and respond to mail
Organize and review bills for payment and accuracy
Contact vendors as necessary
Make bank deposits; arrange for direct deposits and transfers
Reconcile bank statements
Monitor credit card activity for accuracy and to avoid fraud
Reconcile credit card statements
Reconcile investment statements
Track income and expenses, investment gains/losses
Organize and maintain filing system
Provide monthly income and expense reports
Maintain a personal balance sheet
Interact with CPA, bankers, and other financial or legal advisors
Organize records to streamline tax preparation
Monitor estimated tax payments
Document non-cash donations to maximize deductions
Determine cost basis of securities on purchases and/or dividend reinvestment plans
Interact with tax preparer
Act as patient advocate
Oversee hospital, ALU, and Nursing Center care
Participate in care plan meetings
Make medical appointments
Arrange for appropriate transportation to medical appointments
Accompany client to medical appointments
Arrange and oversee companion care services as needed
Communicate with health care professionals
Communicate with family members
Medical Claims Management
Organize medical bills and related paperwork for accuracy and filing
Submit and file medical claims with primary and secondary insurance
Review and verify Explanation of Benefits against actual medical bills
Ensure correct reimbursement
Assist, as necessary, in challenging medical claim denials
Communicate with health care providers and insurance companies
Coordinate with health care providers to avoid duplicate payment
Assist with finding appropriate living arrangements for seniors
Manage packing and moving, arrival and set up at new location
Arrange for auction houses and appraisers to review items for sale
Work with consignment shops, auction houses, etc.
Identify community-based organizations for item donations
Document and track donations for income tax purposes
Coordinate change of address, mail forwarding, and telephone set-up
Communicate with family members to keep them informed of status
Make recommendations to improve quality of life
Assist with preparing an inventory of important documents
Assist with estate administration
Why use strategic management partners?
We are more than Daily Money Managers. We are trusted professionals providing practical solutions to manage your paperwork and improve the quality of your life through appropriate care coordination services.