Lori Schellenberg
RN CCM
Stepping Stone Advocacy Services
Lori Schellenberg
RN CCM
Stepping Stone Advocacy Services
Advocate Location
Apollo Beach , FL 33572
Specialty
Medical Guidance
Other Services
Special Care & Aging
TeleAdvocacy Available
Offers FREE Initial Consultation
Medicare Requests Accepted
*Greater National Advocates Terms of Use Apply
How I Can Help
Lori Schellenberg, RN, CCM | Independent Patient Advocate | Nurse Patient Advocate | Healthcare Navigator | Founder, Stepping Stone Advocacy Services
How I Can Help
Are you feeling overwhelmed by a diagnosis, struggling to coordinate care, caring for an aging parent, or trying to navigate services for a child with developmental, medical, or special healthcare needs?
You do not have to navigate the healthcare system alone.
As a Registered Nurse, Certified Case Manager, Independent Patient Advocate, and Founder of Stepping Stone Advocacy Services, I bring more than 45 years of healthcare experience to the patients and families I serve. In addition to my own expertise, clients benefit from access to a team of specialized Nurse Patient Advocates, Case Managers, Pediatric Nurses, and Insurance & Billing Advocates who bring diverse clinical backgrounds and healthcare expertise to complex situations.
Together, our team helps infants, children, adults, seniors, caregivers, and families understand their options, make informed decisions, overcome healthcare barriers, and navigate complex medical and insurance challenges with confidence.
Healthcare Navigation & Care Coordination
Understanding diagnoses and treatment options
Coordinating care among multiple providers and specialists
Preparing for medical appointments
Improving communication with healthcare providers
Hospital discharge and transition planning
Care coordination across healthcare settings
Pediatric & Developmental Support
Support for families of infants and children with complex medical needs
Healthcare navigation for developmental concerns
Care coordination among specialists, therapists, and providers
Guidance for families managing chronic pediatric conditions
Support during transitions of care and treatment planning
Family education and advocacy
Medical Records & Second Opinions
Medical record review and organization
Identifying questions to discuss with providers
Researching treatment options
Coordinating second opinions and specialty consultations
Aging Parents & Caregiver Support
Advocacy for aging loved ones
Long-term care planning
Assisted living and senior care guidance
Family care conferences
Caregiver education and support
Chronic & Complex Medical Conditions
Support for individuals managing multiple health conditions
Care coordination during serious illness
Assistance following hospitalization or rehabilitation stays
Advocacy during challenging healthcare situations
Insurance & Billing Advocacy
Through our signature Gold Service Program, clients also have access to an Insurance & Billing Advocate who can assist with:
Medicare navigation
Insurance benefit review
Medical bill and EOB review
Prior authorization concerns
Denials and appeals support
Healthcare billing questions
Why Stepping Stone Advocacy Services?
Stepping Stone Advocacy Services offers a collaborative team approach. Depending on your needs, you may benefit from the expertise of nurse advocates with backgrounds in case management, rehabilitation, pediatrics, developmental support, oncology, transplant care, chronic disease management, dementia care, healthcare navigation, insurance advocacy, and caregiver support.
From infants with specialized healthcare needs to older adults managing complex medical conditions, our mission is to provide compassionate guidance, expert advocacy, and practical solutions that help families navigate healthcare with greater confidence and peace of mind.
Together, we can create a clear path forward.
How I Can Help
Are you feeling overwhelmed by a diagnosis, struggling to coordinate care, caring for an aging parent, or trying to navigate services for a child with developmental, medical, or special healthcare needs?
You do not have to navigate the healthcare system alone.
As a Registered Nurse, Certified Case Manager, Independent Patient Advocate, and Founder of Stepping Stone Advocacy Services, I bring more than 45 years of healthcare experience to the patients and families I serve. In addition to my own expertise, clients benefit from access to a team of specialized Nurse Patient Advocates, Case Managers, Pediatric Nurses, and Insurance & Billing Advocates who bring diverse clinical backgrounds and healthcare expertise to complex situations.
Together, our team helps infants, children, adults, seniors, caregivers, and families understand their options, make informed decisions, overcome healthcare barriers, and navigate complex medical and insurance challenges with confidence.
Healthcare Navigation & Care Coordination
Understanding diagnoses and treatment options
Coordinating care among multiple providers and specialists
Preparing for medical appointments
Improving communication with healthcare providers
Hospital discharge and transition planning
Care coordination across healthcare settings
Pediatric & Developmental Support
Support for families of infants and children with complex medical needs
Healthcare navigation for developmental concerns
Care coordination among specialists, therapists, and providers
Guidance for families managing chronic pediatric conditions
Support during transitions of care and treatment planning
Family education and advocacy
Medical Records & Second Opinions
Medical record review and organization
Identifying questions to discuss with providers
Researching treatment options
Coordinating second opinions and specialty consultations
Aging Parents & Caregiver Support
Advocacy for aging loved ones
Long-term care planning
Assisted living and senior care guidance
Family care conferences
Caregiver education and support
Chronic & Complex Medical Conditions
Support for individuals managing multiple health conditions
Care coordination during serious illness
Assistance following hospitalization or rehabilitation stays
Advocacy during challenging healthcare situations
Insurance & Billing Advocacy
Through our signature Gold Service Program, clients also have access to an Insurance & Billing Advocate who can assist with:
Medicare navigation
Insurance benefit review
Medical bill and EOB review
Prior authorization concerns
Denials and appeals support
Healthcare billing questions
Why Stepping Stone Advocacy Services?
Stepping Stone Advocacy Services offers a collaborative team approach. Depending on your needs, you may benefit from the expertise of nurse advocates with backgrounds in case management, rehabilitation, pediatrics, developmental support, oncology, transplant care, chronic disease management, dementia care, healthcare navigation, insurance advocacy, and caregiver support.
From infants with specialized healthcare needs to older adults managing complex medical conditions, our mission is to provide compassionate guidance, expert advocacy, and practical solutions that help families navigate healthcare with greater confidence and peace of mind.
Together, we can create a clear path forward.
Important Information About Me
- I offer a FREE Initial Consultation
- I offer TeleAdvocacy Service
- I am insured
- My geographical area of practice is Tampa Bay region of Florida to Sarasota Florida and the Florida Panhandle and Panama City Beach Florida , Maryland Mid-Atlantic region Atlanta Georgia Washington DC Northern VA New Jersey New York Pennsylvania
Why I Became A Professional Health Care Advocate
My Patient Advocacy Story
ADVOCATE: From the Latin advocare, meaning "to add a voice."
To advocate is to add a voice in support of a need, a cause, or a person who may be struggling to navigate a difficult situation alone. An advocate helps individuals understand their options, overcome barriers, and move toward their goals with confidence and support.
My journey as a Patient Advocate began the same day I became a Registered Nurse more than 45 years ago.
The American Nurses Association Code of Ethics states that "the nurse promotes, advocates for, and protects the rights, health, and safety of the patient." Throughout my nursing career, that principle has guided every role I have held and every patient and family I have served.
Over the years, I have worked as a staff nurse, home health nurse, occupational health nurse, workers' compensation case manager, rehabilitation liaison, and medical record clinical reviewer. Each role strengthened my understanding of healthcare systems, care coordination, healthcare navigation, medical decision-making, and the challenges patients and families face when trying to access quality care.
While building my nursing career, I was also raising four children and caring for aging parents.
My personal experience as a family caregiver profoundly shaped my understanding of patient advocacy.
My mother underwent cardiac bypass surgery, and I quickly found myself coordinating her care, communicating with physicians, attending appointments, helping my siblings understand treatment plans, and supporting her recovery. Like many family caregivers, I learned that navigating healthcare can be overwhelming, even for someone with a clinical background.
My father's healthcare journey was even more complex.
He lived with multiple chronic health conditions, including severe sleep apnea, long before CPAP therapy was widely available. A tracheostomy improved his breathing but led to years of infections, surgeries, and complications. Later, medication-related kidney damage resulted in kidney failure and dialysis.
Despite his age and multiple medical conditions, my father wanted to pursue a kidney transplant. Many believed the odds were against him, but our family continued to advocate for every available option. We attended countless medical appointments, requested care conferences, met with healthcare leaders, challenged assumptions, explored evolving treatment options, and worked collaboratively with physicians and healthcare teams to ensure he received the best possible care.
Throughout that journey, my mother learned to become an advocate as well. Together, we became a strong healthcare advocacy team—asking questions, seeking answers, and ensuring my father’s voice remained at the center of every decision.
When my father's health ultimately declined, we advocated for a transition to hospice care. Because of that decision, he was able to spend his final days comfortably, surrounded by the people he loved most.
Today, my mother continues to thrive in an independent living community. I was honored to help her navigate that transition and make informed decisions about her future care and quality of life.
These experiences taught me that healthcare is not just about diagnoses, treatments, and medical records. It is about people, families, communication, and having someone by your side when the path forward feels uncertain.
As an Independent Patient Advocate, Nurse Patient Advocate, and Healthcare Navigator, I now bring both my professional expertise and personal caregiving experience to the patients and families I serve.
Whether you are facing a new diagnosis, managing a chronic illness, coordinating care for an aging parent, preparing for a hospital discharge, seeking a second opinion, reviewing medical records, or simply feeling overwhelmed by the healthcare system, my goal is to help you navigate the journey with clarity, confidence, and support.
Because no one should have to navigate healthcare alone.
ADVOCATE: From the Latin advocare, meaning "to add a voice."
To advocate is to add a voice in support of a need, a cause, or a person who may be struggling to navigate a difficult situation alone. An advocate helps individuals understand their options, overcome barriers, and move toward their goals with confidence and support.
My journey as a Patient Advocate began the same day I became a Registered Nurse more than 45 years ago.
The American Nurses Association Code of Ethics states that "the nurse promotes, advocates for, and protects the rights, health, and safety of the patient." Throughout my nursing career, that principle has guided every role I have held and every patient and family I have served.
Over the years, I have worked as a staff nurse, home health nurse, occupational health nurse, workers' compensation case manager, rehabilitation liaison, and medical record clinical reviewer. Each role strengthened my understanding of healthcare systems, care coordination, healthcare navigation, medical decision-making, and the challenges patients and families face when trying to access quality care.
While building my nursing career, I was also raising four children and caring for aging parents.
My personal experience as a family caregiver profoundly shaped my understanding of patient advocacy.
My mother underwent cardiac bypass surgery, and I quickly found myself coordinating her care, communicating with physicians, attending appointments, helping my siblings understand treatment plans, and supporting her recovery. Like many family caregivers, I learned that navigating healthcare can be overwhelming, even for someone with a clinical background.
My father's healthcare journey was even more complex.
He lived with multiple chronic health conditions, including severe sleep apnea, long before CPAP therapy was widely available. A tracheostomy improved his breathing but led to years of infections, surgeries, and complications. Later, medication-related kidney damage resulted in kidney failure and dialysis.
Despite his age and multiple medical conditions, my father wanted to pursue a kidney transplant. Many believed the odds were against him, but our family continued to advocate for every available option. We attended countless medical appointments, requested care conferences, met with healthcare leaders, challenged assumptions, explored evolving treatment options, and worked collaboratively with physicians and healthcare teams to ensure he received the best possible care.
Throughout that journey, my mother learned to become an advocate as well. Together, we became a strong healthcare advocacy team—asking questions, seeking answers, and ensuring my father’s voice remained at the center of every decision.
When my father's health ultimately declined, we advocated for a transition to hospice care. Because of that decision, he was able to spend his final days comfortably, surrounded by the people he loved most.
Today, my mother continues to thrive in an independent living community. I was honored to help her navigate that transition and make informed decisions about her future care and quality of life.
These experiences taught me that healthcare is not just about diagnoses, treatments, and medical records. It is about people, families, communication, and having someone by your side when the path forward feels uncertain.
As an Independent Patient Advocate, Nurse Patient Advocate, and Healthcare Navigator, I now bring both my professional expertise and personal caregiving experience to the patients and families I serve.
Whether you are facing a new diagnosis, managing a chronic illness, coordinating care for an aging parent, preparing for a hospital discharge, seeking a second opinion, reviewing medical records, or simply feeling overwhelmed by the healthcare system, my goal is to help you navigate the journey with clarity, confidence, and support.
Because no one should have to navigate healthcare alone.
Contact Advocate