A clearer view of the work

What does physician-led navigation look like?

A useful health advisory turns scattered information into a readable story, prepares the family for important decisions and keeps the next steps moving. Explore a fictional report and three illustrative scenarios.

View the sample report See the scenarios

Inside an engagement

A sample Consolidated Medical Report

This fictional example shows the structure of a report. A real report is based on authorized records, distinguishes documented facts from unanswered questions, and is tailored to the individual and written engagement.

Family Office Health Advisory

Consolidated Medical Report

A decision-ready view of the health story

Fictional sample

At a glance

An adult with a new change in walking

The immediate priority is to understand a progressive change in leg strength, bring the relevant records to the treating specialists and keep the family informed about the plan they recommend.

Presenting concern: A changing gait and progressive weakness in one leg, reported over several weeks.
Records reviewed: Referral note, specialist assessment, lumbar MRI report, procedure and follow-up notes, and therapy plan.
Documented clinical finding: The treating specialist documented a lumbar disc herniation affecting a nerve root on the symptomatic side.
Decision point: The spine team assessed whether an operation was appropriate in light of the examination and imaging.

Questions to carry forward

What did the neurologic examination show, and how does it correspond to the MRI?
Which treatment choices did the spine team consider, and what are the expected benefits and risks for this person?
What follow-up, rehabilitation and changes in symptoms should the family discuss with the treating team?

Record gap: The full MRI images and the latest strength examination should be available to the consulting spine team. A summary alone cannot replace the original records.

The coordinated action list

Next step	Responsible team	Tracking point
Clarify the change in leg strength and gait	Treating clinician	Specialist evaluation
Bring the MRI, examination findings and prior records together	FOHA navigator	Records organized
Review treatment choices, timing and risks with the spine specialist	Client and spine team	Decision conversation
Track follow-up appointments, approvals and rehabilitation plan	FOHA navigator	Aftercare coordination

Why the advisory layer matters

Different needs. The same disciplined follow-through.

These illustrative scenarios are inspired by the kinds of navigation challenges families face. Details have been changed and no story represents an identifiable client or a promised result.

A changing gait01

When a physical therapy referral did not answer the whole question

The situationA person developed increasing weakness in one leg and began walking with a limp. Physical therapy had been suggested, but the change in strength raised a broader question.

FOHA's roleThe advisory organized the history and records, helped arrange a timely neurology assessment, and coordinated a spine consultation after MRI findings were reviewed. After the specialist recommended surgery, the team tracked appointments, approvals and the rehabilitation plan.

The treating team's roleThe neurologist assessed the weakness and imaging; the spine surgeon determined whether surgery was needed. The treating team directed postoperative care and physical therapy.

What changedThe family had one clear timeline, the right records at each visit and someone tracking the steps between specialists.

An important vascular decision02

Finding the right expertise close to home

The situationA person with an iliac artery aneurysm faced a proposed procedure and wanted greater confidence that the approach fit the anatomy and long-term goals.

FOHA's roleThe advisory gathered the imaging and recommendations, researched the available approaches and identified an experienced vascular surgeon in the person's city for an independent evaluation. It coordinated the transfer of records and the consultation.

The treating team's roleThe vascular surgeon evaluated the anatomy, discussed options and determined the appropriate reconstruction and follow-up plan.

What changedThe family could compare a well-explained specialist recommendation with the original proposal before making a consequential decision.

A persistent skin condition03

Connecting a family with focused specialty care

The situationA person was dealing with a severe, persistent skin condition that affected day-to-day comfort and had not yet been resolved.

FOHA's roleThe advisory assembled the prior history, researched relevant specialist expertise and coordinated a dermatology visit with the information the physician needed.

The treating team's roleThe dermatologist made the diagnosis, discussed treatment choices and prescribed dupilumab when clinically appropriate. The treating team monitored response and safety.

What changedSpecialist-led treatment brought meaningful relief in this illustrative scenario, with a clearer plan for follow-up. Individual results vary.

Working alongside your doctors

How is this different from concierge primary care?

A concierge physician may provide a closer primary-care relationship. FOHA adds an advisory and coordination layer around the physicians and specialists a family already trusts. It can organize records across systems, research a consequential decision, prepare a focused brief and keep authorized next steps visible.

Diagnosis, prescriptions, procedures and treatment decisions belong to the treating clinicians. The advisory helps the family arrive prepared and stay coordinated across the handoffs.

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