Very comprehensive and informative narrative. Thank you for such an insightful post!

Many thanks AnnMarie. We occasionally assist patients and their families when concerns about the quality of care escalate to the risk management level. We participate in care conferences and risk management meetings, where we diligently take notes to document discussions.

In many cases, clients choose to share these notes with their malpractice…[Read more]

Io,

I have worked with one medical malpractice attorney and his client. I have also worked with a disability attorney and two of his clients.

I have never been asked for my notes, nor have I had to testify.

The relationship hasn’t been any different from my other client relationships.

Since all my clients sign my HIPAA form, I would not…[Read more]

Hi Ladies-

This is all too common of an occurrence-a provider mis documents something and it causes issues for patients when trying to get insurance or even a job! I have a lot of experience with medical record reviews and understand the back side (healthcare provider) of how this happens. I am happy to touch base with you to have a conversation…[Read more]

Cheryl,

I spoke with this woman and we left it that she should file an appeal with the insurer that denied her life insurance. Aida said she had what she needed to do that. We left it that if she needed help with the appeal, she would come back to me.

My gut says cost is an issue for her and that is why she is still shopping around.

You are…[Read more]

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]