services

medical / health organizing

  • Managing medical history documents and credentials
  • Specialized systems to access medical information in an emergency
  • Customized medication management system
  • Patient Advocacy (assistance with medical information)

Estate Organizing

  • Coordination of the process of “getting your affairs in order”
  • Customized systems for the storage of important documents
  • Assistance for executors with estate liquidation support
  • Locating professional referrals (medical, legal, financial, mortuary)

Financial Organizing & Money Management

  • Mail management systems
  • Customized bill payment management
  • Data storage on financial software (Quicken/Quickbooks)
  • Medical billing and insurance assistance

Business Organizing

  • Custom filing and storage solutions
  • Efficiency audits and workflow analysis
  • Assistance with staff training and development programs
  • Specializing in medical office organization

Informational Workshops & Seminars

  • Preparing for Medical Emergencies
  • Protecting your Vital Documents
  • Preparing for a Home or Office Evacuation

Relocation Services

  • Corporate move-out and settling-in services
  • Senior downsizing and transitioning to community living
  • Decluttering to save on moving expenses
  • Preparing your property for sale or lease