What To Do When Your Patient Has a Health Advocate


  • Decision support, patient guidance
  • Care management, transitions of care
  • Insurance and billing
  • Patient safety and patient education
  • End of life planning
  • Health proxy, guardianship, and other health-related legal processes
  • Diagnosis-specific focus areas (mental health, rare diseases, cancer, etc.)
  • Population-focused practices (pediatrics, young adults, geriatrics, VA, etc.)
  • Medical reviews (for those advocates with clinical credentials)
  • Don’t panic – advocates are there to help
  • Congratulate your patient for recognizing their needs and finding support
  • Verify the advocate’s credentials, their role in the patient’s healthcare journey, and how the patient would like the advocate to be included or consulted on their case
  • Don’t assume the advocate has clinical credentials, but know that they have loads of health system experience
  • Ask your patient if they would like to allow their advocate to access private medical information; if the patient has already signed forms with their advocate, ask for a copy and scan it into the patient’s chart
  • Remember that advocates are excellent communicators; set reasonable expectations for your availability and the methods/instances in which the advocate can contact you, both during and after business hours
  • Ask the advocate for specific help; let them bridge the gaps once the patient leaves your office