Preceptorship Course and Curriculum Guide
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Preceptorship Course and Curriculum Guide
This is your main course page where you will find links to each lesson and other information as needed.
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- If your question or answer is about your lesson or advocacy, or could be of interest to one or more others, please post in the Discussion Forum
| Lesson | Topics Covered |
|---|---|
| Welcome and Orientation | Let's set the stage for your journey through the Preceptorship Program. |
| Week 1: Patient Advocacy Introduction | You’ll learn about the foundations of patient advocacy, what it is, where it came from, and the history of advocacy and ethics. |
| Week 2: Primary Core Actions of an Advocate | Learn about what differentiates a clinical professional from a patient advocate as we orient your thinking about health and patient advocacy, how it’s different from what the rest of the healthcare system offers, and what your success will be based on, too. |
| Week 3: Setting Goals, Boundaries, and Avoiding Pitfalls | This week is about setting boundaries in your practice, setting goals to maintain boundaries, and setting yourself up for success to avoid stumbling blocks. |
| Week 4: Early Decisions | It’s time to get down to business to deliver what you’ve promised. Your next step will be developing a plan and an assessment, then producing an estimate. |
| Week 5: Messaging, Branding, and Choosing Your Niche | We will focus on developing a niche, choosing your target audiences (which you’ll do for a niche, if you have one) and formulating messages for those audiences (to compel them to contract with you). |
| Week 6: Client Assessments and Estimates | It’s time to begin making some of the early basic decisions you’ll need for your practice. We'll determine what those important decisions are, provide some basic information about them, then let you use your resources to make them. |
| Week 7: Contracts and Service Agreements | What steps will you take when someone is ready to sign their agreement with you? Do those steps need to take place in a specific order? This lesson will teach you what comes next after the client signs the contract. |
| Week 8: Workflows and Tools | This lesson will teach you how to create your own tools for managing your workflow, YOUR way, for YOUR practice. |
| Lesson 9: Legal Needs and Considerations | There are many legal considerations any business owner, including independent advocacy practice owners, must understand. From contracts to business formation, we’ll do a brief overview of them here. |
| Week 9: Establishing a Case Scenario | We’ve covered a lot of ground and it's time to begin pulling together all the aspects of what you’ve been learning. This week learn how to work with a new client and how to conduct your first call, and begin to put the pieces together. |
| Week 10: Best Practices | This week we’ll continue with this new client and draw on the lessons from earlier in the course as you learn how to set up your new client. |
| Week 11: Advocacy Services | You’ve set up your new client and now you will begin services. This week you’ll work through all of the onboarding and action steps you will take as you begin advocacy services. |
| Week 12: Utilizing Resources and Achieving Your Goals | For our last lesson, we’re tying up some important loose ends, evaluating the program and your experience, and making sure you have the resources you need to achieve your goals. |
| Extra Content | This page is a list of curated content that’s relevant to your career as a patient advocate. |
- If you have a question of interest to you only, or you find a broken link or some other tech problem, then contact us.
- If your question or answer is about your lesson or advocacy, or could be of interest to one or more others, please post in the Discussion Forum