Entrepreneur Hub Newcomers Corner

Welcome, James. Fifteen years of managing your own care and your father's across that many systems is real expertise, and I'd love to connect, since I am also new and my clients often need exactly the kind of organized record you build and yours may sometimes need a physician's read on what's in it. I am located in the Charlotte, NC area. If you 'd like to connect here is my calendar:

link.gethealthstrategix.com/widget/bookings/colleague-connection-call

Welcome James! As I grow my business, my niche is GI cancers. I am in Washington, DC—together we cover both coasts. I would love to connect for 30 minutes to discuss ideal referrals, creating a personal health record, and more.

If interested, you can pick a meeting time at www.care-champions.com/networking

Nice to meet you, James. I look forward to working with you. Have a wonderful day and thank you for all you do.

I use Squarespace for my website. You can't bill perse but you can sell on the website. I bill through my ehr platform Ona Health. The backend is Stripe. If you are just looking to bill Stripe is great for this. You can invoice and create payment links.

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.

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

Congratulations

DJB

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

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

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!