Entrepreneur Hub Newcomers Corner

I purchased my domain name, build an HTML file website using Claude, and then uploaded it through Netlify. It sounds complicated, but it was actually pretty simple. My practice is new and I only have a handful of clients, so I'm only taking payment through Venmo and Zelle, and my business banking account also has a native invoice and payment tool.

For my website, I built everything on WordPress using Elementor, hosted on Hostinger, and paired with Google Workspace for domain management (sonoranwayfinders.com). Elementor gives me complete control over my design without needing an expensive developer, while integrating directly with MailerLite so contact forms and email leads route into my system automatically. For billing, I created a custom spreadsheet tailored specifically to patient advocacy workflows that eliminates the need for expensive accounting software. I built it myself to handle automated time-tracking timers for different clients and automated invoice generation, all completely free without monthly subscription fees. It’s been such a game-changer for streamlining my practice that I’m actually thinking about packaging and selling it to help other advocates simplify their back office, too.

You also could consider working with a program like Umbra for billing, scheduling, setting prices, and a lot more. They are a membership program. Claire Pickering could tell you much more.

Thanks so much Jenn! Onboarding is such an important step in building a strong community of advocates!

And, as always, thanks to AnnMarie for all the great work!

Jenn,
I'm… speechless.

Thanks so much for your kind words. I'm so glad you found it worth your time, and worth the brief wait.

-AnnMarie

Welcome Annie and THANK YOU for your dedication. I am just 100 miles from Seattle — so «hello neighbor» :)

welcome annie! so glad you're here!

you might also add your intro (its super welcome here) -in the introductios post, wher eyou can read lots of others folks intros also.

gnanow.org/community/taking-business-to-next-level/general-tbnl/91-welcome-to-pa360-please-introduce-yourselves.html

Congratulations Annie! 🎉

Hi Marsha!
Looks like some needed services you are offering.
Are you telephonic or do you provide any onset services?
Thank you!

Marsha, Welcome!

Marsha,
thanks for sharing this information! We're VERY glad you're here, and its' so cool to hear what you're doing for the caregiver side.

-AnnMarie

Hi John! Nice to meet you and thanks for sharing! I am in Florida and work with the booming older population.
Welcome!

Welcome!

Welcome :) It is always nice to have resources from others. Thank you for your kind offer.

Great, clear approach Kim. Wishing you the best!

Thanks so much for being here Kim, and also for being a great volunteer to GNA's Advocacy Support Center team!

Nice to meet you, Sasha!
I noticed that your work is bilingual and accessible, and your profile also mentions that you understand Spanish, so I wanted to say: Mucho gusto, compañera. Muchas bendiciones para ti y tu familia.

Sasha,

I'm so glad you're here and that you introduced yourself! I now realize I never introduced myself, so I'm going to do that now! Kim

Sasha,
THANK YOU for such a great introduction! We're so glad you're here. we hope you find helpful information and connection with us here.

I'm considering using Carepatron. It is HIPAA-compliant and fairly inexpensive. They do offer a Business Associate Agreement (BAA), and I believe you will send an invite to the email address so the client can do the visit on their phone.

I have attended virtual appointments with my client in the past. How I do it is have the facility or doctor send me the link and attend with the client at her home.
Another client calls me and puts me on speaker when the doctor comes into the room to see her.

Kathaleen, GREAT question! I hope you get lots of response!

I haven't personally done it, but I have spoken with several patients that have had their advocate on the phone during an appointment — letting the provider know that of course upon the provider's arrival.

I'm super curious to see if others have insights as well!