FRIENDLY VISITOR / REPRESENTATIVE PAYEE


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FRIENDLY VISITOR

  • ​​Visiting with assigned clients on a regular basis (minimum of weekly, depending on the situation)
  • Accompanying the client to routine medical appointments
  • Shopping for the client
  • Assist with transportation to medical appointments (optional)
  • Contact the Case Manager assigned to your client with any concerns
  • Complete activity report on a monthly basis and send it to Elvira Muñoz each month

 

REPRESENTATIVE PAYEE

  • Make regular and meaningful visits to the client;
  • Work with the case manager to ensure client’s basic needs, including food, are being met;
  • Deliver the allowance;
  • Work with the client to be sure that receipts account for all expenditures and all bills are paid;
  • Monitor for financial exploitation;
  • Contact a case manager if there is a change in the client’s status;
  • Submit monthly activity reports;
  • Provide transportation, if necessary.