New Clients
Whether you are facing a hospital discharge, a denied claim, or a confusing medical bill, getting started is straightforward. Your first consultation is complimentary, and every engagement begins with a clear written agreement.
Getting Started
A simple, personal process, from your first call to your final summary.
Step 01 · Consultation
Schedule online or call us directly. We'll discuss what's happening, what matters most to you, and whether our services are the right fit, with no obligation.
Step 02 · Engagement
If we move forward, you'll receive a written service agreement outlining scope and fees, along with the authorization forms that allow us to communicate with your providers and insurers on your behalf. Documents can be reviewed and e-signed securely through our client portal.
Step 03 · Assessment
We review your situation, coverage, bills, and records, then deliver a written plan with clear priorities, deadlines, and next steps in plain language.
Step 04 · Advocacy
We manage the calls, coordination, reviews, and appeals, and provide regular updates to you, your family, and, when authorized, your attorney.
Step 05 · Resolution
Every engagement closes with a written summary of work completed, findings, and outcomes, prepared for your records or your attorney's case file, along with a superbill (itemized statement) you can submit for any eligible reimbursement of services.
Before Your Consultation
You don't need everything on this list. Bring what you have, and we'll help you find the rest.
Please don't email medical records or bills. Once we begin working together, use the secure upload below to share documents safely.
Secure Document Upload
Current clients: upload medical records, bills, and signed forms through our encrypted, HIPAA-compliant client portal. You can also review appointments and e-sign forms there.
Client Login to UploadSecure client portal powered by Carepatron
Client Forms
Download and review below, or complete and e-sign them through the secure client portal above.
Client Service AgreementOutlines the scope of work, fees, payment terms, and privacy commitments. Review before your engagement begins; we'll complete and sign it together. · PDF Patient Advocate AuthorizationNames Riddle Care Navigation as your patient advocate and lets you choose exactly what we can do for you, such as speaking with providers and insurers, getting records and bills, and filing appeals. · PDF Texas HIPAA Authorization to Disclose Health InformationUses the wording of the official Texas standard form (Health and Safety Code §181.154), with Riddle Care Navigation already filled in as the recipient. Lets your providers and insurers send your records to us. Please sign it along with the Patient Advocate Authorization. · PDF Texas Medical Power of AttorneyOfficial Texas HHS form. Names a trusted person to make health care decisions if you can't. Must be notarized or signed before two qualified witnesses. · PDFThe authorization and medical power of attorney are official State of Texas forms. For questions about a power of attorney, please consult an attorney.
30 minutes to understand your situation, answer your questions, and recommend the right next step. There's no obligation.
Your information is used only to help you and is shared only with your written permission. Read our privacy practices.
If a discharge is happening in the next day or two, call or text us directly at (210) 201-3253 so we can move quickly. Early contact with the hospital and care team before discharge is essential. It preserves your choices for rehab, skilled nursing, home health, and equipment before decisions are made for you.
The first 30 minutes are free. We'll assess your situation, explain your options, and give you a plan, even if you decide not to work with us.
