Legacy United Insurance Group

Care Coordination Intake

Care referral desk

Document the need. Find the right support.

Complete each step with the caller. The information will be organized into a referral email for specialist follow-up.

What happens next

A program representative will contact the caller within 24–72 hours to review the program, gather anything else needed, and explain the next steps.

Step 1 of 5Caller & participant

Caller & participant

Identify the caller, the person needing care, and how to communicate.

PACE Intake Specialist role

“My role is to collect preliminary information to determine whether it makes sense to have a program representative speak with you. I do not determine program eligibility or enroll participants.”