Curriculum
MONTH 1: Patient Advocacy Introduction
Theme
Online Coursework
WEEK 1
Advocacy Ethics
Module 1: The Ethics of Health and Patient Advocacy
Module 2: Understanding the Allegiance Factor
WEEK 2
Advocacy Foundation
Module 3: Foundations in Patient Advocacy Session 5 – Principles of Patient Advocacy
Module 4: Foundations in Patient Advocacy Session 6 – Code of Professional Conduct
WEEK 3
Starting your Advocacy Practice
Module 5: 100 Days Lesson 1 – Welcome and Orientation
Module 6: 100 Days Lesson 2 – Setting the Stage for You and Your New Practice
Module 7: 100 Days Lesson 3 – Setting your Goals
WEEK 4
Business Basics
Module 8: 100 Days Lesson 4 – 100 Days – Early Decisions
Module 9: 100 Days Lesson 6 – Financial Basics
Module 10: 100 Days Lesson 8 – Insurance for Your Practice
Module 11: 100 Days Lesson 9 – Legal Needs and Considerations
MONTH 2: The Nuts and Bolts of Advocacy Work
Theme
Online Coursework
WEEK 5
Onboarding Clients
Module 12: 100 Days Lesson 10 – Introduction to Client Acquisition
Module 13: 100 Days Lesson 11 – Client Assessments and Estimates
WEEK 6
Client Acquisition Concepts
Module 14: 100 Days Lesson 12 – Client Acquisition – Getting Started with Marketing
WEEK 7
Positioning your Practice
Module 15: 100 Days Lesson 13 – Target Audiences, Messaging, and Choosing a Niche
Module 16: 100 Days Lesson 14 – Branding, Elevator Pitches, and Narratives (Marketing)
Module 17: 100 Days Lesson 15 – Overcoming Objections
WEEK 8
Operations
Module 18: 100 Days Lesson 23 – Workflow
Module 19: 100 Days Lesson 24 – Best Practices
MONTH 3: Putting Theory into Practice
Theme
Online Coursework
WEEK 9
Live Session
Discussion Topics:
- Setting the stage: Introduction to a case scenario – Website referral comes in. Now what do I do?
- Conducting the initial introductory call/quick situational analysis
WEEK 10
Live Session
Discussion Topics:
Case Scenario continues:
- Assessing fit, scoping and pricing, negotiating the “deal”
- Setting up the Client file
- Establishing the service agreement and payment options
- Setting up the portal
- Gathering documentation and contracts
WEEK 11
Live Session
Discussion Topics:
Case scenario continues:
- Sending introductory email
- Securing signed documents
- Reviewing plan
- Beginning services
- Utilizing resources, setting up appointments, and being creative
WEEK 12
Live Session
Discussion Topics:
- Client follow-up and evaluation
- Client reviews – Why they matter and how to get them
- Wrap up