InsuredCAPS-CertifiedLocal to Northwest Florida
Professional Referrals • Walton, Okaloosa, and Santa Rosa Counties

A local resource you can feel confident referring.

When your client or patient's family needs more than a list of providers, Coastal Access Living can give them a knowledgeable local person to help organize what happens next. Some families do not need another phone number. They need someone who will sit with the situation, explain it in plain language, and keep it moving.

Based in Freeport, Florida. Family Advocacy & Care Navigation is available across Walton, Okaloosa, and Santa Rosa Counties.

What we do for a referred family

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. This work is often called private patient advocacy or care navigation.

  • Help the family understand what happens next
  • Organize the available options in plain language
  • Coordinate nonclinical logistics and scheduling
  • Navigate providers and keep them talking to each other
  • Prepare for appointments, attend them, and report back
  • Manage transitions between home, hospital, rehab, and care settings
  • Identify appropriate local resources
  • Keep complicated situations moving instead of stalling
  • Provide trusted local support when the family lives elsewhere
Priority referral sources

The professionals who see these families first.

Family Advocacy & Care Navigation serves Walton, Okaloosa, and Santa Rosa Counties.

Elder Law & Estate Planning Attorneys

Plans that assume aging in place, or families who need someone to actually carry out the day-to-day coordination the documents anticipate.

Professional Guardians & Fiduciaries

Nonclinical local eyes, provider coordination, and written follow-through for people under your responsibility.

Hospital Discharge Planners & Social Workers

A discharge plan needs somebody on the family side to organize the home, the equipment, and the next appointments.

Rehabilitation & Skilled Nursing Facilities

Rehab-to-home transitions where the family is out of state, overwhelmed, or unsure what comes after discharge.

Hospice Organizations

Nonclinical logistics, family communication, and home preparation alongside your clinical team.

Physicians & Medical Practices

Patients who miss appointments, arrive without history, or cannot follow through on recommendations without help at home.

Home Health Agencies

Coordination around your care plan, plus safety improvements that make your visits work better.

Senior Living Professionals

Families weighing stay-home versus move who need an honest read and help executing either decision.

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.

Good referral situations

When to send a family our way.

  • An aging parent whose situation has outgrown what one provider can handle
  • A hospitalization or rehabilitation discharge with no clear plan for home
  • Adult children out of state who need a trusted local person on the ground
  • Dementia-related complexity that requires patient, organized coordination
  • Several providers involved and nobody holding the whole picture
  • Appointments that need preparation, attendance, and a written summary afterward
  • A move between home, rehabilitation, assisted living, or memory care
  • Hospice or end-of-life logistics where the family needs nonclinical help
Professional boundaries

What we will never do.

  • We do not practice medicine, diagnose, or provide nursing or personal care.
  • We do not practice law or give legal advice, and we do not 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. With that authorization, we keep the referring professional appropriately informed. See Advocacy Service Terms.

Home safety & accessibility referrals

The physical side of aging in place.

Assessments, grab bars, ramps, bathroom safety, lighting, fall prevention, and contractor coordination. Home safety and accessibility work is scheduled across Walton County and eastern and central Okaloosa County. Elsewhere in Northwest Florida, contact us to confirm service availability.

Realtors

Aging-in-place buyers, post-purchase safety walkthroughs, and senior sellers preparing to list.

Physical & Occupational Therapy

Translate clinical recommendations into actual home modifications.

Care Managers

A reliable local referral resource to execute on your safety recommendations.

Discharge Planners

Post-discharge home safety walkthroughs before a patient goes home.

How to refer

Three ways, all of them simple.

  • Call April directly at (850) 467-8991 and describe the situation. 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.

Looking for step-by-step guidance? Read our Referral Guidelines for Professionals.

Refer a family

Tell us a little about your organization and the family you have in mind. April will reach out personally.

We do not offer referral payments, commissions, gifts, or anything of value in exchange for referrals.