THE "PASSIVE OVERSIGHT" MODEL Informed, not involved
A partnership structure engineered to keep the Advisor looped into operational status, not clinical liability.
THE OPERATIONAL FLOW The Intro: Advisor identifies the need & makes the handoff. The Execution: Accessum contracts directly with the client. The Signal: Advisor receives R/Y/G status signals only.
THE IRON RULES NO PHI: You never receive diagnoses, labs, or treatment plans. NO COORDINATION: You are the Strategic Quarterback, not the Clinical Operator.
Accessum Health provides clinical advocacy and oversight. The referring Wealth Advisor does not practice medicine.
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