What is a Care Plan?

A Care Plan visit at Memory & Movement Charlotte is an annual one-on-one visit for the primary care partner or caregiver, an MMC nurse practitioner or physician assistant, and a family care navigator.

  • A Care Plan should ideally be scheduled within 3 months following an appointment with your MMC provider, and at least annually.
  • Caregivers often find this appointment a helpful opportunity to have a candid conversation, ask questions and plan ahead in a safe space.
  • Patients do not attend this one-hour appointment.
  • This annual appointment is covered by Medicare if the patient meets the criteria below:
    • a diagnosis of cognitive impairment/dementia
    • has primary or secondary Medicare insurance
    • is not under hospice care
  • If the patient does not have Medicare, please let your provider know or notify the office to discuss alternative payment options.


  • Diagnosis and treatment
  • Main concerns and goals
  • Advance Directives
  • Home environment
  • Safety assessment with recommendations
  • Strategies for behavior, personal care, and communication
  • Caregiver stress
  • Community resources
  • Alternative living options


A written Care Plan is provided as a reference tool and record of the conversation.


  • Talk to your provider at your next appointment and schedule at checkout
  • Send a message through the Patient Portal
  • Call the office