Hi Emily,

I agree it’s a challenge and I’m still working on it. We’ll just have to guesstimate to a certain degree. Hang in!

Julie

Emily!

I am so glad you are getting so much out of the course already!

Yes, E&O is very important and you are correct that in your position, Sales Tax License would be needed. Many advocates don’t need that addition but as you plan to sell a product that puts you in that group. I didn’t start with Sales Tax License but I eventually added it…[Read more]

Thank you for your introduction, Sharon!

Congrats to Patient Advocate Solutions, it is sure to be an exciting ride and we all have bumps too so buckle up! 🙂

I am sorry to hear that your discovery was soon after your brother having a stroke, I hope that he has been able to gain strength and healing with your support. I am sure his struggles…[Read more]

Hi Emily; I’ve had a similar experience myself. In two weeks, it will be a year since I decided to become a patient advocate, and I’ve learned a lot along the way. During this time, I’ve also faced many conflicting thoughts and what might be called decision paralysis. However, I feel I’m now back on track, with most of the necessary pieces in p…[Read more]

I definitely need to get a PO Box and ask if I can use the physical address of the Post Office. I 100% need to do my research on phone options because I don’t really want my personal phone number on anything. I don’t plan on being available 24/7.

As for the NAIC code, I’m stumped because I’m going to be doing something different than independent…[Read more]

Thank you, Dalia for your added information!

Yes, the NAIC Code can be a stumbling block for people. I remember having discussions around that when I first started out as well. I am happy you picked that out in the lesson.

I haven’t looked into the virtual office, that sounds interesting. It sounds like it would be a good idea to do some…[Read more]

Thanks Emily!!
I have a friend who is an attorney and she also suggested me to open the business as a LLC. I found out also that is very inportant the NAIC code that was suggested during Lesson 4, to avoid issues when registering your business. My friend explained that one time, at thw beginning of her practice, she registered a business with an…[Read more]

Thank you for sharing this resource, Emily! I had not heard of this company before.

I will always recommend doing your research and reaching out to an attorney and/or accountant in your area to help make sure you set things up the way that is best for you. There are many things to consider including the type of work you do, where you live, how…[Read more]

Wow, Julie, thank you for sharing this in-depth self assessment!

Having the strength to understand other’s points of view and being able to accept them to work with your client is huge! It can become a real challenge for those who don’t have this skill. I have learned a lot about you by reading this. I did not recall your patient advocacy…[Read more]

Thank you, Emily for posting your self assessment, this is fantastic! The good news is that the things you plan to work on will be covered in this course! There is a lot of marketing covered further in the lessons and will be something you will continue to analyze throughout the life of your business because your choice of marketing techniques…[Read more]

Hi Emily,

Thank you for this legal resource. I’m looking forward to hearing Stephanie talk about business structures and about business name trademarks. Lots of important details to starting a business!
P.S. – Do you know how to edit a post in the discussion forums? I need to fix some paragraph formatting on a post from today.

Julie

Hi Brigette,

Perioperative services sounds like a very interesting specialty and that professional knowledge is sure to be a great asset in your patient advocacy business. Along with your cousin, you’ll have a lot of bases covered for clients. Looking forward to completing this training with you!

Julie