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800.298.5113 | Office 408.457.7607 | Fax 200 Winchester Circle STE H27 Los Gatos, CA 95032 USA

Website: http://www.concertohealthpartners.com Blog: http://concertohealthpartners.com/blog/ Twitter: @ConcertoHealthP

Peace of Mind Navigating Health Care

Introducing Concerto HealthPartners

Plans and Pricing

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1.  Team Kick-Off: Meet your three-member HealthPartners Team. Gain immediate peer support. Begin receiving personalized service based on your situation and goals.

2.  Put your game plan to work: Get best care. Make smart treatment decisions. Avoid error and infection. Maximize insurance coverage. Know what you have spent and only pay for what you owe.

3.  Collect Medical Records: We collect and centralize your medical records using Google Health

4.  Track Insurance and Spending: We immediately begin tracking insurance paperwork and costs through Quicken Medical Expense Manager. Know what you’ve paid. Pay only what you owe.

5.  Work from the same page: We'll set up and walk you through your Concerto online resources: your individual home page, discussion boards, and library.

WHAT HAPPENS WHEN I JOIN?

Instant Rewards…

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1. Call 2. Join 3. Get Started Tell us what's going on.

Get a team you trust. Make them your partner.

Take care of yourself or a loved one.

•  Call 1-800-298-5113 •  Tell us your story. •  Discuss your questions. •  Learn more about what we can do for you.

•  Get the best care. •  Make smart treatment decisions. •  Avoid error and infection. •  Maximize insurance coverage. •  Know what you have spent and only pay for what you owe.

•  Meet your three-member HealthPartners Team. •  Gain immediate peer support. •  Begin receiving personalized service based on your situation and goals.

HOW DO I GET STARTED?

1-2-3 Go!...

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PATIENTS, PICK A PLAN THAT MATCHES YOUR NEEDS

Plans and Pricing…Patients…

Max (Membership)

TOP-OF-THE-LINE MOST POPULAR PLAN

Plus (Hours)

JUST THE HOURS YOU NEED

Basic (Phone)

JUST A PHONE CALL AWAY

Description •  Full Membership •  For on-going or in-depth and comprehensive access to services

•  Guest Pass •  For brief to short-term limited access to services

•  Phone •  For immediate, one-time access to services

Example •  Chronic or acute medical condition or event

•  “Dad has Alzheimer’s and we need a week or two of help dealing with Medicare and possibly help finding him a home.” •  “I need a few hours of research done by a Medical Librarian.”

•  “I just moved to a new city and need help finding a new doctor.” •  “I received this medical bill in the mail and have no idea what it means!”

Features •  Dedicated team of 3 HealthPartners •  Continuous and up-to-date tracking through Google Health, QMEM, Highrise •  Customized action plan •  Communicate with family and friends

•  Individual access to Case Manager, Medical Librarian or Insurance Advocate

•  One-time phone support from a Case Manager, Medical Librarian, or Insurance Advocate

Pricing •  Annual fee •  Hourly charges billed on a monthly basis

•  Hourly charges billed on monthly basis

•  Hourly charges billed on a monthly basis

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FAMILY CAREGIVERS, PICK A PLAN THAT MATCHES YOUR NEEDS

Plans and Pricing…Family Caregivers…

Family PLAN TOP-OF-THE-LINE

MOST POPULAR PLAN

Individual Caregiver TAKING CARE OF YOUR INDIVIDUAL

LOVED ONE

Description •  Why not take care of yourself, BOTH parents, your spouse and kids? •  Don’t wait for their to be a problem to get started centralizing your medical records, coordinating your health insurance, and keeping track of notes from your medical visits

•  For when you are responsible for taking care of your individual spouse, partner, parent, child or relative

Options to Suit Your Needs

•  After you sign up for one full Max Membership, each additional family member is discounted.

Choose the level of service that matches your needs: •  Basic •  Plus •  Max

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“Sisters” Sister professional services with whom Concerto HealthPartners collaborates in co-marketing

Includes: •  Estate Planners, Trust Attorneys, Wealth

Investment Advisors, Insurers, CPAs, Professional Fiduciaries, Medical Providers, Elder Care Facilities, EAP

Options: •  Partnership

–  Referral Partner –  Reseller

Institutional Clients Elder Care •  Partner

–  Referral –  Reseller

•  Client –  Onsite Case Manager, Medical Librarian, Insurance

Advocate –  Plus or Max patient support

Employer •  Client

–  Basic or Max employee support

Medical Provider •  Partner

–  Referral –  Reseller

•  Client –  Onsite Case Manager, Medical Librarian, Insurance

Advocate –  Plus or Max patient support

MENU OF PARTNERING AND SERVICE OPTIONS FOR “SISTERS” AND INSTITUTIONAL CLIENTS

Menu…

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“The confluence of aging baby boomers with an ever more complex, cost-conscious healthcare system means unlimited demand for a persuasive, persistent person willing to do the vital work of patient advocacy.

Some hospitals and HMOs hire nurses and social workers as patient advocates, but there remains a huge unmet need.”

- U.S. News & World Report

UNLIMITED DEMAND. HUGE UNMET NEED.

Vital...