Referral guidelines for professionals who support aging families.
Coastal Access Living is a local resource you can confidently refer when a family needs more than a list of providers. April Gloy works directly with families on the nonclinical side of aging, care transitions, and home safety.
Family Advocacy & Care Navigation is available across Walton, Okaloosa, and Santa Rosa Counties. Based in Freeport, Florida.
How to refer a family to Coastal Access Living.
There is no formal partnership agreement, intake packet, or referral fee. If you believe a family would benefit from local advocacy or home safety coordination, use the steps below.
- 1
Confirm the family is in our service area
Family Advocacy & Care Navigation is available across Walton, Okaloosa, and Santa Rosa Counties. Home safety and accessibility work is scheduled across Walton County and eastern/central Okaloosa County.
- 2
Describe the situation, not the diagnosis
You do not need a formal intake form. A brief phone call or email explaining the family dynamic, the immediate concern, and any upcoming deadlines is enough for April to decide if she can help.
- 3
Let the family authorize contact
April will not cold-call a family without their knowledge. The fastest path is for you to give the family our number, or for you to email April with the family copied so they can reply directly.
- 4
Expect a prompt, professional response
April responds to professional referrals quickly. If the situation is outside our scope, she will say so clearly and, when possible, suggest a more appropriate local resource.
- 5
Stay appropriately informed
With written family authorization, April can keep you updated on progress. Without it, she will confirm only that contact was made and whether the family engaged.
Family Advocacy & Care Navigation, in plain terms.
April Gloy is a Certified Aging-in-Place Specialist (CAPS) and the owner of Coastal Access Living. She works with families directly, in person, on the nonclinical side of a care situation.
- Help the family understand what happens next and what their options are
- Coordinate nonclinical logistics, scheduling, and provider communication
- Prepare for medical appointments, attend them, and report back to the family
- Manage transitions between home, hospital, rehab, assisted living, or memory care
- Identify appropriate local resources and make warm introductions
- Keep complicated, multi-provider situations from stalling
- Provide trusted local support when the family lives out of state
- Assess home safety and coordinate accessibility modifications with vetted contractors
When to send a family our way.
- An aging parent's situation has outgrown what one provider can handle
- A hospital or rehab discharge has no clear plan for home
- Adult children are out of state and need a trusted local person
- Dementia-related complexity requires patient, organized coordination
- Several providers are involved and nobody is holding the whole picture
- Appointments need preparation, attendance, and a written summary afterward
- A move between home, hospital, rehab, assisted living, or memory care is likely
- Hospice or end-of-life logistics require nonclinical help
Professionals who see these families first.
We are a practical local resource for professionals across Northwest Florida's Emerald Coast.
Elder Law & Estate Planning Attorneys
When documents assume coordination that the family cannot execute alone.
Professional Guardians & Fiduciaries
Local eyes, provider coordination, and written follow-through for people under your care.
Hospital Discharge Planners & Social Workers
A discharge plan needs someone on the family side to organize the home and next appointments.
Rehabilitation & Skilled Nursing Facilities
Rehab-to-home transitions where the family is overwhelmed or out of state.
Hospice Organizations
Nonclinical logistics, family communication, and home preparation alongside your clinical team.
Physicians & Medical Practices
Patients who miss appointments or cannot follow through without help at home.
Home Health Agencies
Coordination around your care plan, plus safety improvements that make visits work better.
Senior Living Professionals
Families weighing stay-home versus move who need an honest read and help executing either.
Financial Advisors & Wealth Managers
Clients whose care situation has become a time problem for the family, not just a money problem.
Churches & Community Organizations
A trusted local referral for members facing complicated aging and care situations.
What we will never do.
- • We do not practice medicine, diagnose, or provide nursing or personal care.
- • We do not practice law, give legal advice, or draft or interpret documents.
- • We do not give financial advice, manage accounts, or handle client funds or valuables.
- • We do not replace emergency services. In an emergency, families call 911.
- • We do not guarantee the work of independent providers we help coordinate.
- • We do not pay for referrals and we do not enter exclusive referral arrangements.
Every engagement runs under a written agreement with a defined scope and documented family authorizations. See Advocacy Service Terms for more detail.
Three ways to make the connection.
- Call April directly at (850) 467-8991. No intake script.
- Email info@coastalaccessliving.com with the family's name and the best way to reach them.
- Give the family our number or send them to the Family Advocacy & Care Navigation page so they can reach out themselves.
April responds to professional referrals promptly and professionally. Your client will be treated carefully and respectfully, and nobody will be pressured into a membership or a project they do not need.
Refer a family to April.
Tell us who you are and what the family is facing. April reviews every professional referral herself and responds directly, usually within one business day.
Prefer not to use a form?
Call April at (850) 467-8991 or email info@coastalaccessliving.com. Family Advocacy & Care Navigation is available across Walton, Okaloosa, and Santa Rosa Counties.
Families can also reach out on their own through the Family Advocacy & Care Navigation page.
We do not offer referral payments, commissions, gifts, or anything of value in exchange for referrals.