Scope & Limitations
Clear boundaries protect clients, professionals, and the integrity of each case.
Services are consultative, organizational, and documentation-support focused. The practice may assist with psychosocial case review, timeline development, issue identification, documentation summaries, and consultation related to elder care, hospice, vulnerable adults, guardianship, disability, and medical-legal matters.
Not Provided
Legal advice
Medical diagnosis
Formal medical opinions
Formal capacity determinations unless separately qualified and retained
Psychological testing
Custody evaluations
Emergency crisis response
Law enforcement investigation
Licensed private investigative services unless properly licensed
Surveillance
Background checks requiring licensure
APS determinations
Court findings of abuse, neglect, or exploitation
Appropriate Referrals
Some matters may require:
Attorney
Physician
Neuropsychologist
Psychologist
Psychiatrist
Adult Protective Services
Long-Term Care Ombudsman
Law enforcement
Emergency medical services
Licensed private investigator
Care manager
