Entrepreneur Hub General

I am new as well to Advocacy but 40 years previous business knowledge. That is I owned my own place during that time. It would be easier for you to just call me at 513-673-6987

D. John Bishop

Congratulations on launching your business and thank you for becoming a patient advocate. I am a nurse and after many years of advocating from the bedside, I just recently started my own practice as well. I have yet to have a client that is not a friend or family member so I may not be able to offer you much mentorship but I would be happy to chat about ideas or goals for your practice.

Hi all! Mallory from the Virginia side of the DMV. I work primarily with complex, chronically ill patients and love a medical mystery! Feel free to reach out to me directly if you have a weird one — I might have some resources or suggestions!

Hi everyone! My name is Aimee Dundas, in Litchfield Park Arizona. I’m excited to introduce myself and become part of this community of patient advocates and navigators.

I have more than 15 years of experience in oncology and hematology, with a background as a Medical Assistant, Oncology Patient Navigator and Principal Illness Navigator. Throughout my career, I’ve worked directly with patients and families as well as behind the scenes with providers, insurance companies, treatment teams and community organizations.

Today, my work has expanded beyond oncology to include patients facing chronic and serious illnesses. I especially enjoy taking complicated situations, figuring out where the barriers are, and helping patients and families find a path forward.

I currently serve as Director of PINs with Cancer Care Concierge™ and Chronic Care Concierge™, where I also mentor navigators and continue working directly with patients. I am also the creator of the CCC™ Patient Navigation System™, which grew out of years of seeing how difficult it can be for patients and caregivers to keep track of everything involved in their care.

One of the things I value most about navigation is that none of us knows everything. We each bring different experiences, resources and areas of expertise to the table, and we become better advocates when we learn from and support one another.

I’m looking forward to getting to know all of you, learning about your areas of expertise, sharing resources and experiences, and hopefully collaborating along the way!

Hi everyone! I'm Tiffany Hare, I am new to GNA but not new to patient advocacy. I am a nurse in Southwest Florida with many years of experience in case management, behavioral health, and hospice care. I have witnessed families struggle to find answers and become overwhelmed with our fragmented healthcare system, and have personally experienced the difficulty of navigating for my own loved ones. As a nurse, I have said for years, I am not tied to any one company or hospital, I am dedicated to my patients first and foremost. I decided to take a leap of faith in June and start my own advocacy practice, Rooted waters nurse advocates, to help families navigate our complex health system, review records, and help them find their voice for their loved ones. I am currently pursuing my BCPA certification and am excited to be a part of GNA. I look forward to learning and collaborating with you all!
Tiffany Hare
Rootedwatersnurseadvocates.com

Hi! Welcome to the survivor advocacy club John! I'd be happy to have a conversation to see if I can help you out. Want to send me a direct message?

So glad to see you asking this, John.

I might suggest a slight reword to your title to make it clear you are offering to provide assistance to the advocate at no cost in turn for your experiential learning.

Welcome John :) You have a wonderful approach in asking to learn alongside others. Together we are better. Best wishes to you.

I am in Cincinnati Ohio

Where are you located?

Thanks for sharing! And welcome to this space for fellow patient advocates!

This is an awesome background story behind your reason for advocacy

Kim this is a great idea. Although I am not a social worker, I would love to join!

Hi Kim, I would love to join. Please add me to the event list. I look forward to talking soon! — Lauren

This is such a thoughtful and meaningful topic, Kim. You really made me reflect!

I’m not a social work advocate, but I truly enjoy learning from different perspectives and experiences. I’ll work on my list over the next three weeks so I can be ready for your roundtable.

Looking forward to it!

Casandera,
Thank you SOOO much for sharing this!

If you don't mind, I'd love to add a few thoughts…

1. If a newer advocate is looking to get out of their comfort zone, to learn types of things clients ask and to connect with other advocates, please contact me about volunteering with GNA's Advocacy Support Center («ASC»). We aren't a live hotline, but advocates are talking to real clients in need, helping to route them to the best resources.

2. If any advocate ever has a case they need help finding other advocates to consult, to contract under, or to make a warm handoff — again the ASC is here for you. POSTS LIKE THIS ARE IDEAL — and also, you're very welcome to ask our team to do a deep dive search of our directory and look for advocates who have the knowledge you're seeking.

Hav a GREAT day and thanks again for posting!

AI won’t replace patient advocates. But advocates who use AI will replace those who don’t. You don't need to become a tech genius, you just need to know how to use these tools securely, ethically, and efficiently to protect your time and your practice.

My course, «AI? Piece of Cake,» is built specifically for our profession with zero fluff and straight-to-the-point workflows. Bonus: it earns you 2.0 JEDI CE credits. You'll also qualify for Sonoran Wayfinders' digital badge, Responsible AI Advocate.

Renae, thanks so much for sharing this informative pst. I hope others will ask questions or share what's working for them!

Hello,
First allow me to preface that I am not giving legal advice — that is for attorneys only. But I have a healthy background in the legal system and my belief is that you can be deposed...period. You do not have doctor/patient protection, clergy/congregant protection or attorney/client protection.

Here's what I would do, if it were me and I truly believed the client and I are a good fit: Find a good attorney to represent you (not your prospective client) and ask them to advise you if a «Non-Disclosure Agreement» (NDA) could be executed between you and the prospective client such that you would have the ability to refuse to answer any questions posed in a deposition based on the NDA. You would still have to appear if you get a subpoena (and they «should» provide a stipend for your trouble if you have to travel over a certain number of miles...at least that's the case in my State).

So, bottom-line is — ask an attorney and go from there.

Best wishes. Let me know how this turns out for your.

Val Barschaw
Author/Speaker/Advocate… and former Superior Court Clerk

7 years

great question! thanks for sharing it.

Lisa, I fully agree with your perspective and appreciate you raising this important issue. As one of the “old-timers” in patient advocacy for over 12 years, I continue to work on a limited, highly selective basis, guided by an approach that prioritizes time, trust, and personal connection.

My core philosophy remains unchanged: to be a true champion for patients and their families as they navigate an increasingly complex healthcare system. Many who need advocacy simply cannot access it due to cost. For me, the greatest reward has always been human, not financial, and I do everything I can to work with Medicare clients and expand access for those who might otherwise go without support.

I also believe our services should not be excessive. I can not relate to fees of even 200.00 or more. At the same time, I respect advocates for whom this is their primary profession—they must charge fair, realistic, and justifiable rates.

I am encouraged that Umbra is helping create pathways for Medicare reimbursement. While modest, it represents an important step forward—one we should all support.

I agree Lisa, it's getting uglier indeed.

I had to Etch-a-Sketch my business model almost immediatly when I opened my independent advocacy practice. My LLC was formed in February 2020 and the world closed down in March due to Covid. But the changes I made allowed me to serve clients all over the USA remotely. Over the years my business has evolved. The unforseen changes I had to implement early, have benefited throughout the years. Being able to adapt to client's needs is something I continue with to this day.

Hi Lisa! Such a great post — thank you for sparking this conversation. When I built the documents and workflow for my practice, I found myself asking the same questions: Who is my patient population? What can I help with? Who are my partners?

The more I explored advocacy, the more I realized how broad our work truly is. We can support almost anyone, in so many different situations, and I worried that defining my services too narrowly might limit how clients see their own needs.

That’s why I offer a short, free consultation. It gives me space to ask questions clients may not think to ask, listen to their concerns, and highlight support they may not realize an advocate can provide. That brief conversation often brings clarity for both of us.

The first thing you would need to be able to answer is why that would benefit the law firm? If you can see a clear path how your service helps them — then you have a potential opportunity.

If you have a know someone who works at a law firm you want to approach, take them to coffee or lunch and ask what the firm needs most? Listen to what pain points they have that you can help fix and begin there.

Having worked in law firms, I tried to imagine what would happen if someone come into the office seeking referrals. The only thing I could envision is if you have a professional brochure of your services (you know the kind you can put in a little display) that you may be able to set that in a waiting room area where one of their clients may pick it up and reach out to you. But only after you have shown the firm — it will help the firm.

Many lawyers are hesitant to make referrals...period. (But they love receiving them.)

Not meaning to sound negative, but until you can show them how you can help them, there is little reason to have a relationship.

A good relationship will lead to good referrals. Best wishes.

Andrew, this is a GREAT question! I'm hoping our members will jump in and share some insights.

Thanks for generously sharing a free article. Although I do not plan to sit for the exam, I appreciate all your hard work. Best wishes.

Thanks for sharing!
I do this part time, about 10 hours a week for context. My business is 3.5 years old. My clients mainly find me through GNA and word of mouth/referrals.

I offer a free inital consultation to make sure it's a good fit for everyone. There have been a few times where the free consut doesn't lead anywhere for me, and that's okay.

I do know some folks have built referral channels through building relationships with proivders direclty, or through marketing to care facilities.

THANK YOU @sylvia reisman, for such a GREAT dynamic question.

As we move from 'pre-launch' to really driving traffic to the site, I so hope you get a TON of response. I'm certainly eager to see it.