Long-Term Care Referral Agent Disclosure and Advisor Form

Agent Business Information

  • Agent’s Business Name: Caring, LLC (“Caring.com”)
  • Address: 2600 South El Camino Real, Suite 300, San Mateo, CA 94403
  • Telephone: (650) 312-7100
  • Email: jrosenthal@caring.com, lburke@caring.com

General Information for Oregon Consumers

This Advisory provides a list of disclosures which Long-Term Care Referral Agents must provide to clients and offers additional information for consumers seeking assistance finding long-term care options.

Mandated Disclosures

Oregon law requires a Long-Term Care Referral Agent to make the following disclosures to a client:

  1. Description of the referral. The types of facilities being referred to the client, may include the following:
    • Memory Care
    • Nursing Facility
    • Independent Living
    • Continuing Care Retirement Community (CCRC)
    • Assisted Living Facility
    • Residential Care Facility
  2. Limitations on referrals. Most of the referrals from Caring.com are to providers who have a business-to-business contract with Caring.com.
  3. Referral fees. Any fees paid to Caring.com for services will be paid by the admitting home/facility.
  4. Expiration.Caring.com’s right to a referral fee lasts anywhere from six months to an indeterminate duration from the time of the referral to the time of a client’s move in to a referred facility depending on the terms of the contract with the facility.
  5. Privacy Policy. This Referral Agent’s privacy policy is found at the following web link https://www.caring.com/about/privacy.
  6. Facility Complaint History. The Department of Human Services (DHS) website listing complaints concerning facilities/care communities is found at: https://ltclicensing.oregon.gov.

Additional Information

The following additional information beyond the mandatory disclosures is provided to assist the consumer in understanding Oregon laws regarding referrals.

A Referral Agent Must:

  1. Discontinue providing services to a client who notified the Referral Agent in writing that the client no longer wishes to use the services of the Referral Agent. If the Referral Agent has received compensation from the facility for a referral that has been made, the client may notify the Referral Agent in writing that he/she wish to use the services of another Referral Agent in the future for referral to another facility in a subsequent move. The client’s written notice shall identify the name of the facility and the move-in date of the original referral made by the Referral Agent.
  2. Provide the required disclosures to the client in writing in a conspicuous and clear manner. The disclosure may be made orally first if the agent makes an audio recording with the consent of the client and thereafter provides the client a written disclosure.

A Referral Agent May Not:

  1. Provide a referral to a long-term care facility/home for compensation unless registered with DHS.
  2. Refer a client to a facility in which the Referral Agent or an immediate family member has an ownership interest.
  3. Contact a client or authorized representative who has requested in writing that the Referral Agent stop contacting them.
  4. Share a client’s placement information with or sell a client’s placement information to a facility or marketing affiliate without obtaining affirmative consent from the client or his/her authorized representative for each instance of sharing or selling such information.