Enrollment is where most brokers stop.
It's where we start.
Signing up is the easy part. We stay on to coordinate your care, manage chronic conditions, and get you into the programs you qualify for — for as long as you need us.
Get covered, then get supported.
Medicare, Medi-Cal, ACA and D-SNP enrollment — plus ongoing care coordination, chronic care management, and help navigating CalAIM, CHW, Regional Center, and IHSS.
Explore individual services → Businesses & FacilitiesA ready-made patient onboarding workflow.
A concierge navigation workflow your clinic, agency, or facility can put to work the moment a new patient walks in.
See the workflow →Independent navigation, built around the patient
- Nationally registered healthcare provider (NPI #1093621674)
- Licensed, AHIP-certified independent brokerage
- Graduate-level training in Health Informatics
- Not tied to any single insurance company
- Clinical navigation and care coordination expertise
Our work doesn't end when you enroll. That's usually where the real questions start — so we stay in your corner: coordinating your care, answering the confusing parts, and making sure nothing falls through the cracks.
Full-circle support, not just a plan.
We start with getting you the right coverage — then keep going, holding your hand through whatever healthcare throws at you next.
Getting you covered 5
Choosing and enrolling in the plan that actually fits your doctors, prescriptions, and budget.
Medicare Advantage
Plan comparisons matched to your doctors, prescriptions, and budget.
Part D plans
Prescription drug coverage that actually fits what you take.
Medi-Cal / D-SNP enrollment
Dual-eligible plan enrollment, explained in plain language.
ACA marketplace coverage
Covered California and marketplace plans, compared side by side.
Annual plan reviews
A yearly check to make sure your plan still fits your life.
A concierge onboarding workflow, ready to use.
For clinics, agencies, and facilities that want every new patient set up right from day one — a repeatable process your staff can run every time.
Intake & screening
The patient is received, contacted, and screened — so you know early whether they fit your services and what they'll need.
- Referral or inquiry received
- Initial outreach
- Eligibility & basic screening
Registration & records
Demographics, consent, and every document you'll need are collected once, up front — not chased down later.
- Registration & consent
- Document collection
Assessment & care plan
Health concerns, barriers, and coverage are reviewed together, then turned into a written plan — including CalAIM, CHW, IHSS, or Regional Center connections where they qualify.
- Comprehensive needs assessment
- Benefits & coverage review
- Personalized care plan setup
Launch & ongoing support
Appointments are booked, the welcome packet goes out, and we stay attached to the case so your team isn't the one untangling insurance and program confusion.
- Scheduling & welcome packet
- Active support & follow-up
Ten steps in all, grouped into four phases.
Want this workflow running in your facility?
Let's talk through your intake process and how a concierge navigation layer would fit in. Call (844) 643-9555 or request a consultation.
Tools to keep you organized.
Downloadable guides, worksheets, and packets — built for patients, for physician offices, and for agents entering the business. Coming soon to the CareNavigator digital store.
For patients & families 7
Worksheets, trackers, and packets to keep your own coverage organized.
Big Medi-Cal Changes Are Coming (2027)
A plain-language one-pager on the switch to regular Medi-Cal — what stays the same, what changes, and what to do now.
View the full one-pager →
Medicare Plan Comparison Worksheet
Compare plans side by side so the differences are easy to see.
Medicare Enrollment Checklist
Every step and document you need, before, during, and after.
Enrollment Benefits Tracker
Track your coverage, benefits, and annual costs in one place.
Medicare Enrollment Packet
Everything you need to walk through enrollment, in one binder.
Patient Support Resource Guide
Helpful resources and support for your Medicare journey.
Enrollment Dates Calendar
Never miss an important Medicare deadline again.
Chronic condition management 2
Living-well guides for managing a long-term condition day to day.
What Can I Eat?
Plain-language food guidance for living with a chronic condition.
Chronic Care Management Booklet
A practical booklet for managing a long-term condition day to day.
For physician offices & facilities 1
Print-ready tools your staff can use at intake.
Patient Onboarding Workflow
A print-ready 10-step sheet taking a new patient from first inquiry to active support.
For Medicare agents 2
Getting started and growing your book of business.
New Agent Medicare Starter Guide
Your roadmap to launch and grow a successful Medicare business.
Agent Plan of Action
A step-by-step plan for building your book of business.
Every guide, worksheet, and packet in one place.
Our digital store is being stocked now — check back soon, or call us and we'll send what you need directly.
What's changing, and where to look it up.
Updates worth knowing about, plus the official tools we use with clients every day.
News & updates 4
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Big Medi-Cal changes are coming
About 2 million Medi-Cal members will stop using a health plan and start using regular Medi-Cal, called "fee-for-service," on January 1, 2027. Nobody is losing Medi-Cal — you still have coverage. You'll just show a different card and pick doctors who take regular Medi-Cal.
What stays the same: your eligibility rules, doctor visits, hospital care, mental health and substance use treatment, prescriptions, vision, transportation, doulas, and Community Health Worker services. What changes: no more health plan card — you'll use your BIC card instead — your doctor must accept regular Medi-Cal, and two health-plan-only programs (Enhanced Care Management and Community Supports) end for members who move to fee-for-service.
Letters explaining the change go out in late November 2026, and the switch happens January 1, 2027. Dental changes and a possible new premium for some adults follow on July 1, 2027. Find your BIC card now, and call your doctor to ask: "Do you take regular Medi-Cal, fee-for-service?"
Get the full one-page guide → -
Medicare Annual Enrollment is open
This is the window to switch Medicare Advantage or Part D plans for the coming year. Changes made now take effect January 1. If your plan's costs, drug list, or doctor network changed, this is when to act.
Compare plans on Medicare.gov → -
Medicare Advantage Open Enrollment
Already in a Medicare Advantage plan? You get one more chance to switch to a different Advantage plan or return to Original Medicare. One change only during this window.
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Turning 65? Your window opens early
Your Initial Enrollment Period starts three months before your 65th birthday month and runs three months after. Enrolling in the first three months means coverage begins the month you turn 65 — waiting can delay it and may cost you a lifelong penalty.
Talk to us before your window closes →
Official tools & lookups 8
Government sites we trust and use with clients. All free to use, and none of them sell you anything.
These links open official government sites. CareNavigator Health is not affiliated with or endorsed by any of them.
Tell us where you are. We'll take it from there.
Free consultations for individuals, families, and businesses — no pressure, no cost, no obligation.
Request your free consultation Takes about a minute · no cost, no obligation
Thank you — we've got it.
We'll reach out shortly, usually the same business day. If you'd rather not wait, call (844) 643-9555.
Rather just call?
What happens next
- 1 We call you back, usually the same day
- 2 We listen and check what you qualify for
- 3 You decide — no pressure, no cost
