Senior Navigator | Collective Roots LLC
Collective Roots LLC

Senior Navigator

Care Advocacy & Coordination Support — supporting seniors, veterans, and families through the sometimes confusing and emotional world of healthcare, one step at a time.

What We Do
What Is a Senior Navigator?

A Senior Navigator is someone who walks alongside you through the healthcare journey. Think of it as having a knowledgeable, calm friend who helps you stay organized, understand what your doctor said, and never feel alone in the process.

This is not a medical service. A Senior Navigator does not diagnose, treat, or prescribe. What we do is help you feel prepared, heard, and supported every step of the way.

When life gets emotionally loud or logistically heavy, Collective Roots offers grounded support, real-time clarity, and heart-centered care — so you don’t have to navigate it alone.
Your Navigator
Meet Lex

Alexis “Lex” Harper-Jones is the founder of Collective Roots LLC and your Senior Navigator. Lex has a Master’s degree in Counseling and over 20 years of experience in behavioral health, care coordination, and supporting people through life transitions.

Lex is calm, organized, and easy to talk to. She listens carefully, asks thoughtful questions on your behalf, and makes sure you leave every appointment feeling clear about what was said and what comes next.

Our Services
How We Help

Every person’s needs are different. Here are some of the ways a Senior Navigator can support you or your family:

  • Medical appointment accompaniment
  • Detailed appointment note-taking & wellness summaries
  • Care advocacy support during appointments
  • Assistance understanding provider instructions and next steps
  • Wellness coordination and follow-up support
  • Medication organization support (non-clinical)
  • Secure wellness file organization & documentation tracking
  • Family communication updates and summaries
  • Appointment preparation support and question organization
  • Emotional support and grounding during healthcare-related situations
  • Navigation support for specialty providers and ongoing care needs
Ways to Work Together
Support Options

We offer three flexible ways to work together, depending on what you need:

Appointment Support

Ideal for important appointments, specialist visits, procedures, or second opinions. Includes pre-appointment preparation, in-person or virtual attendance, detailed notes, provider instruction summaries, post-appointment follow-up, and family communication support.

Monthly Navigation

Ongoing structured support for seniors and families who need continuity, organization, and proactive wellness coordination. Includes multiple appointments per month, wellness tracking, care coordination follow-up, family updates, secure documentation, and medication reminder support.

Specialty Care

Designed for clients managing complex healthcare situations with multiple providers. Support areas include oncology, neurology, memory care, post-surgical recovery, chronic illness, and VA-related healthcare navigation.

Custom support plans are always available. We will take the time to understand your needs and build something that works for you.

Who We Serve
Who Is This For?

Senior Navigation is for:

👴🏽
SeniorsManaging multiple doctors, medications, or health changes
🎖️
VeteransNavigating VA healthcare and related benefits
👪
FamiliesSupporting a loved one from near or far
🏥
Post-SurgicalRecovery support and follow-up coordination
🧠
Complex CareMultiple specialties or chronic illness
💛
AnyoneWho needs a calm, organized presence in their corner
Presence is the most powerful form of support — I show up so seniors feel seen, supported, and never alone.
Please Note

Senior Navigator services are non-medical and non-clinical. Lex is not a doctor, nurse, therapist, or case manager, and these services do not replace your medical care team. All personal information is handled with full privacy, professionalism, and care.

Common Questions

Frequently Asked Questions

Everything you want to know before taking the first step.

About the Service
What people ask most

A home health aide provides hands-on physical care such as bathing, dressing, and medication administration. A Senior Navigator does not provide any hands-on or medical care. What I do is organize, coordinate, advocate, and support. I attend appointments, take notes, help you understand what was said, manage your care documents, and keep your family informed. Think of it as having a calm, organized guide alongside you — not a caregiver.

Both options are available depending on the appointment and your needs. In-person attendance is available for clients in the Maryland, Virginia, and Washington D.C. area. Virtual attendance via phone or video is available for clients outside that area or for telehealth appointments. We will discuss what works best for your situation during your free consultation.

Pricing is based on the level and frequency of support you need. I offer Appointment Navigation Support for one-time or occasional visits, Monthly Navigation Support for ongoing coordination, and Specialty Care Navigation for complex care situations. Custom plans are always available. Pricing details are discussed during your free consultation so we can build something that fits your needs and budget.

At this time, Senior Navigator services are not covered by insurance or Medicare, as they are non-clinical and non-medical in nature. Some clients use health savings accounts (HSA) or flexible spending accounts (FSA) to cover wellness coordination services — check with your plan administrator to see if you qualify. We are happy to provide documentation of services upon request.

In-person services are currently available in the Maryland, Virginia, and Washington D.C. area. Virtual navigation support — including appointment attendance, care coordination, family communication, and document organization — is available to clients anywhere. If you are unsure whether your location is covered, reach out and we will figure it out together.

Absolutely. All client information — including health details, appointment notes, provider contacts, and family communication — is handled with full confidentiality, professionalism, and care. Your information is never shared with third parties. Privacy and dignity are at the core of everything we do at Collective Roots LLC.

The free consultation is simply a conversation — no pressure and no commitment required. We will talk about your situation, what kind of support would help most, how the process works, and what a care plan might look like for you. It usually takes about 20–30 minutes by phone or video. From there, you decide if it feels like the right fit.

Yes — and many families find this to be one of the most valuable parts of the service. I can provide regular updates to designated family members after appointments, help facilitate communication between family and providers, and serve as a consistent point of contact for families supporting a loved one from a distance. Family involvement is always tailored to what the client is comfortable with.

Getting started is simple. Click the Free Consultation tab above, fill out the short request form, and Lex will personally reach out within 24–48 hours to schedule your conversation. You can also email collectiverootsllc@outlook.com or call 301-793-6337 directly. There is no obligation — just a conversation to see if it is the right fit.

Still Have a Question?

If you don’t see your question answered here, please reach out directly. Email collectiverootsllc@outlook.com or call 301-793-6337 — Lex is happy to help.

Understanding Your Support

What Is a Senior Navigator?

A plain-language guide to what this service is, who it helps, and how it works.

In Plain Terms
The Simple Explanation

A Senior Navigator is not a doctor, nurse, or case manager — and that is intentional. This role exists in the space between clinical care and everyday life, where people often feel the most lost, overwhelmed, or alone.

A Navigator helps you understand what you heard at appointments, stay organized across multiple providers, prepare questions before visits, and feel emotionally grounded throughout the process.

How It Works
1

Connect

Reach out for a free consultation to talk through your needs

2

Customize

We build a care packet and support plan together

3

Navigate

Lex shows up for appointments, coordination, and support

4

Stay Informed

Summaries, updates, and follow-up — always organized

Important Boundaries
What a Senior Navigator Is Not
A licensed medical provider or nurse
A replacement for your doctor or therapist
A case manager or social worker
An emergency or crisis service
A medication administrator
A home health aide or caregiver

Senior Navigator works alongside your care team, not in place of it.

When life gets emotionally loud or logistically heavy, Collective Roots offers grounded support, real-time clarity, and heart-centered care — so you don’t have to navigate it alone.
Collective Roots LLC · Senior Navigator

What Your Care Packet Looks Like

Every client I work with receives a personalized Care Packet that I build and maintain throughout our time together. This is a sample of what that looks like — your appointments, providers, medications, and visit notes, all organized in one place.

Enter all providers, specialists, and support contacts.

ProviderSpecialtyAddressPhone

Procedures & Surgeries History

DateProcedureProvider

Add upcoming appointments in order from soonest to furthest out.

DateTimeProviderSpecialtyLocation

Log of completed appointments for reference.

DateTimeProviderSpecialty / Notes

Organized by time of day. For reference only — non-clinical.

MedicationDoseScheduleRx / Notes
☀️  Morning Medications
🍽️  With Meals
🌙  Evening / Bedtime

Complete during or after each appointment.

Date
Provider Seen
Appointment Type
Key Discussion Points
Provider Instructions
Follow-Up Needed
Next Appointment
Questions for Next Visit
Navigator Notes
Family Update Sent

This is a sample. Lex builds and maintains your Care Packet throughout your time together.

Free Consultation

Let’s Connect

Tell us a little about you or your loved one. Lex will reach out within 24–48 hours to schedule your free consultation.

Consultation Request Form

All information is private and confidential. This form does not create a service agreement.





By submitting this form, you agree to be contacted by Collective Roots LLC regarding your consultation request. Your information will never be shared or sold.

Thank You — We Received Your Request!

Lex will personally reach out within 24–48 hours to schedule your free consultation. We look forward to connecting with you.


Questions in the meantime? Email us at
collectiverootsllc@outlook.com

Ready to feel supported?

Let’s talk about what Senior Navigator can do for you or your loved one.

collectiverootsllc@outlook.com  ·  301-793-6337