Entrepreneur Hub General

This community space is for discussing patient advocacy entrepreneurship topics that are broader, more general, or do not fit into the other categories.

WELCOME to PA360! Please introduce yourselves!

Welcome to PA360! We're so glad you're here. Let's take this opportunity to introduce yourself. Introductions all around! Please reply to this post... See More
WELCOME to PA360! Please introduce yourselves!
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Aimee Aimee Dundas 11 days ago
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!
Tiffany Tiffany Hare 18 days ago
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
Tracy Tracy Kersey 1 month ago
Hello! It's Tracy here from Listening Advocates! I work with the aging population… including solo agers and those managing injury, illness, and those in facilities. It is a BIG job with the aging population growing everyday, and the population of the younger caregivers is much less. I am passionate about talking about it as people are still digesting that idea and what that means! Advocates are more than needed! (If anyone has a good link to understanding Medicaid, I would appreciate… and coupled with LTC and denials -that would be helpful! )
Thank you!!!

Seeking a Mentor-Happy to assist in Exchange for Experience

  Hello everyone, I recently joined GNA and had the opportunity to complete onboarding with AnnMarie. She encouraged me to reach out to this... See More
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AnnMarie AnnMarie Cross 24 days ago
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.
Val Val Barschaw 24 days ago
Welcome John :) You have a wonderful approach in asking to learn alongside others. Together we are better. Best wishes to you.

Porchlight Care Advocates

Porchlight Care Advocates Compassionate Care. Trusted Guidance. Peace of Mind. When you or a loved one needs help navigating healthcare, long-term... See More
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John John Bishop 7 days ago
I am in Cincinnati Ohio
Jeff Jeff Byars 1 month ago
Where are you located?

How And Why I Became A Patient Advocate

My first gig as a patient advocate occurred about 20 years ago and it was completely happenstance. A friend of my wife’s had to go on... See More
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Dalia Dalia Cabrera 2 months ago
Thanks for sharing! And welcome to this space for fellow patient advocates!
Brad Brad Admin 2 months ago
This is an awesome background story behind your reason for advocacy

Social Workers in the Wild: A Virtual Roundtable for Advocates

Hey fellow advocates—BSW, MSW, DSW, LCSW, and every set of initials in between. I'm Kim Feth, a social worker with 13 years in the field... See More
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Leah Leah Schiffman, MD 2 months ago
Kim this is a great idea. Although I am not a social worker, I would love to join!
Dr. Lauren Dr. Lauren Wolf 2 months ago
Hi Kim, I would love to join. Please add me to the event list. I look forward to talking soon! — Lauren
Dalia Dalia Cabrera 2 months ago
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!

Breaking out of my comfort

I’m a true introvert. In school, I dreaded presenting reports, reading out loud, or even speaking in class. The anxiety would start the night... See More
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AnnMarie AnnMarie Cross 2 months ago
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!

Artificial Intelligence Made Simple!

👩‍🍳 Making AI a Piece of Cake 🍰 Hi colleagues, The tech world keeps telling us that AI is the "secret ingredient" we all need, but walking into... See More
Artificial Intelligence Made Simple!
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Renea Renea Stasaski 2 months ago
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.
AnnMarie AnnMarie Cross 3 months ago
Renae, thanks so much for sharing this informative pst. I hope others will ask questions or share what's working for them!

Legal protections on privacy? How to shield clients?

Hi all,  I'm hoping someone has run into a situation like this before or has enough of a legal background to give me some guidance. I have a... See More
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Val Val Barschaw 4 months ago
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

So Many Types of Patient Advocates, So Little Understanding of Why We All Matter

Hello, Colleagues, Spring is upon us, a time for new beginnings and growth. Patient advocacy is certainly growing (especially since I ventured into... See More
So Many Types of Patient Advocates, So Little Understanding of Why We All Matter
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Avrom Avrom Fox 4 months ago
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.
Jeff Jeff Byars 4 months ago
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.
Leona Leona Wells 5 months ago
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.

Elder Attorney's

I recently started my own practice as a private patient advocate. After research i learned that Elder Attorneys are the main source for referrals... See More
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Val Val Barschaw 5 months ago
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.
AnnMarie AnnMarie Cross 5 months ago
Andrew, this is a GREAT question! I'm hoping our members will jump in and share some insights.

Taking the BCPA Certification Exam?

Whether you are just starting your prep or looking for that final boost, my latest article, Mastering the BCPA Exam, is designed to set you up for... See More
Taking the BCPA Certification Exam?
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Val Val Barschaw 5 months ago
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.

Business Model & Awareness Challenges

Hi Everyone, My practice is Purity Patient Advocates LLC and I am based north of Atlanta.  I work with families and high-level individuals to... See More
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Morgan Morgan Kelley 6 months ago
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.
AnnMarie AnnMarie Cross 7 months ago
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.

Let’s Talk Entrepreneurship

Let’s talk entrepreneurship in advocacy. Many of us come from healthcare and advocacy work not business backgrounds but we bring so much... See More
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Victoria Victoria Killian 8 months ago
I’m a sole proprietor and chose that because LLC is a tax basis and not an adequate liability shield. Just testing here!
Melina Melina Oien 8 months ago
First, thanks for helping to test PA360 for us!

I opened an LLC. Although I am not actively building out my client list, as most of my time is spent working for GNA, but I often have kept a small client list.

The best resources along the way have been fellow advocates, who generously have shared their «what worked for me, what didn't»s, encouraged me to keep going and not be intimidated by the business aspect of ..well, running a business, and who willingly have shared their professional expertise when a case felt too big, or perhaps had an aspect I wasn't as comfortable with as the rest of the case. It gave me lived experiences that showed me just how invaluable having a community of advocate colleagues can be.

Icu helper!

Hello! I'm an advocate in dallas. My primary experience has been in the ICU working at a county hospital for people who could likely never afford... See More
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AnnMarie AnnMarie Cross 8 months ago
Leah,
Thank you so much for sharing this incredibly compelling story. I'm so very sorry for that patient; I can imagine that terror she was feeling, and am heartbroken for her.
Thank you so much for the work that you do in the county hospital.

Thinking of you, and that patient, today,
AnnMarie