Start with everyday life
Think about which daily routines are becoming difficult and what help your family is exploring. You do not need to know the name of every service before calling.
Know your practical preferences
Have your ZIP code, preferred language, and requested schedule ready. These help the intake team discuss service availability.
Ask about payment and approval steps
If you have a health plan, ask whether Heritage currently participates with that specific plan. Ask what assessment or authorization steps may apply.
Confirm the next action
Before ending the call, clarify who will follow up, what information is needed, and how any sensitive records should be shared.
Prepare with the printable first-call checklist before contacting Heritage. Also available in Español and Русский.
General planning information. Individual services, coverage, and care arrangements must be confirmed with the appropriate agency, clinician, and health plan. Updated October 2026.
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