From the advocacy frontlines.

3 min read

Patient AdvocacyPractice Management

Scaling an advocacy practice without losing the personal touch

How modern patient advocates use structured intake, shared dashboards, and secure messaging to grow their caseload while keeping client relationships at the center.

April 22, 2026

Healthcare NavigationMedication Management

Medication management: a practical framework for advocates

A repeatable workflow for tracking prescriptions, flagging interactions, and communicating changes between clients, caregivers, and prescribing clinicians.

March 30, 2026

Privacy & SecurityCompliance

HIPAA-aligned tools for solo and small-team advocates

What 'HIPAA-aligned' actually means, why consumer apps fall short, and the safeguards every independent advocate should expect from their software stack.

February 18, 2026

Patient AdvocacyAI & Automation

Intake that actually works: getting the right info on day one

Why most intake forms fail and how AI-assisted document extraction is changing the first hour of every new advocacy engagement.

January 12, 2026

Healthcare NavigationCare CoordinationDischarge Planning

Discharge planning done right: the 72 hours that decide everything

More patients bounce back to the hospital because of bad discharge planning than because of bad inpatient care. Here is the structured handoff that prevents it.

September 19, 2025

3 min read

AI & AutomationPatient Advocacy

AI in patient advocacy: where it actually helps in 2025

Cutting through the noise on AI for advocates. Here are the four use cases that are saving real hours today, and the ones that still belong in the lab.

March 25, 2025

Practice ManagementPricing

Pricing your advocacy practice: a framework that respects your time

Hourly, retainer, or hybrid? A practical look at the pricing models working advocates actually use, with the math on which model fits which kind of practice.

November 14, 2024

3 min read

Healthcare NavigationCare Coordination

Care team coordination: keeping six clinicians on the same page

When your client has a primary, two specialists, a hospitalist, a home health nurse, and a pharmacist, somebody has to be the connective tissue. Here is how to do it without losing your mind.

September 3, 2024

Healthcare NavigationInsurancePatient Advocacy

Insurance denials: a working playbook for advocates

A practical, repeatable workflow for handling insurance denials - from the first denial letter to a successful external appeal - without burning out.

June 17, 2024

Patient AdvocacyProfessional Development

What makes a great patient advocate: the traits that separate good from indispensable

The skills you can train, the temperament you cannot, and the working habits that quietly compound into a reputation clients pay to keep.

April 8, 2024

Patient AdvocacyIndustry Trends

The state of patient advocacy in 2024: where the work is heading

A clear-eyed look at the forces reshaping independent patient advocacy in 2024 - from rising case complexity to the tools that finally meet the moment.

January 22, 2024