Assessments and price estimates
ByCreated Brandi211 (12-08-2024)
Informative and educational. Helps with forms and assessments
Assessment and Price
ByCreated MAUREEN RULISON (12-19-2023)
A lot of information that will help me to be successful.
Assessments and Price Estimates for Your Work with Your Clients
ByCreated Karen Balerna (08-14-2022)
Great advice on what to include in assessment and invoice
Good
ByCreated Doreen Parkhurst (09-01-2024)
Might have liked more explanation
Informative
ByCreated Felicia Markham-Dickson (06-24-2024)
This course was very informative and contained useful information and resources.
Assessments and Price Estimates
ByCreated Garry Pregler (04-14-2024)
very concise and informative
Very helpful information!
ByCreated Fatiha Malik (03-27-2024)
I enjoyed this course because the modules were not too long, It was engaging and the information is valuable especially to someone new entering the field. I has many questions and this help to answer a lot of them.
Assessments & Price Estimates
ByCreated Donna Schaefer (03-21-2024)
Very practical and helpful information
Great and thorough detail on assessments and price estimates!
ByCreated Darlene Christy (02-08-2024)
Trisha Torrey did a great job of explaining the what, what ifs, and why!
Title accurately summarized the content
ByCreated Judy Hamouda (12-23-2023)
I learned so much in this course. I see that I will need to revise the contract draft that I sent to my attorney in order to reflect what I’ve learned here.
Excellent course
ByCreated Christy Tate (11-17-2023)
Clearly explained, with concise examples, this course is extremely helpful in learning about how to think about and complete client assessments and price estimates. Thank you!
Assessment and price estimates
ByCreated andrea davidson (10-13-2021)
I feel more confident now that I learned how to do the assessment and price estimates. Great information that was well explained step by step.
Assessments and Pricing
ByCreated Michelle Chase (07-30-2022)
Good information and examples!
Assessments and Price Estimates
ByCreated Kimberly Russell (11-11-2023)
For Your Work With Your Client
Assessments and Price Estimates for Your Work with Your Client
ByCreated Heidi Johnson (09-27-2023)
Figure out how to accurately assess new clients and create a strong, billable contract with them.
Assessments and Price Estimates for Your Work with Your Clients
ByCreated Linda Sample (08-22-2023)
The content was very helpful and I appreciate the template for the client assessment.
So much practical, useful information here!
ByCreated Virginia Remeny (05-10-2023)
Trisha does an amazing job covering these complicated topics. I love all of her examples and specific guidance!
Assessments and Price Estimates for Your Work with Your Client
ByCreated Jeannine Guion (04-24-2023)
Very thorough and clear presentation. Filled with useful information and downloads
Good resource
ByCreated Carol Edvin (04-02-2023)
Helpful and provides good downloadable forms and resources which are practical and useful
Assessments and Price Estimates for Your Work with Your Client
ByCreated Nicole Hope (10-31-2022)
Informative and easy to understand!
Learned alot
ByCreated Lisa Lester (10-26-2022)
Great information
Assessments and Price Estimates – Course Review
ByCreated Kay Godfrey (06-30-2022)
Enjoyed this course. Quite helpful.
Assesments and Price Estimates
ByCreated Kay Kelly (03-09-2022)
Super informative and eye opening!
Very useful!
ByCreated April Applegate (10-10-2023)
Even though I’ve worked as an independent contractor for many years, I learned a lot from this course about scoping out and developing proposals for patient advocacy projects. Good way to avoid lots of trial and error!
Overcoming Objections
ByCreated Pamela Edmonds (03-19-2022)
Excellent Examples and Forms
Assessments and Price Estimates
ByCreated Laurie Pereira (06-23-2022)
Good info
Assessments & Price Estimates
ByCreated Tiffany Matthews (06-18-2022)
Top notch again!
Assessments and Price Estimates
ByCreated lisajc2pers (06-15-2022)
great info
Price Estimates
ByCreated Amanda DiGiovanni (05-19-2022)
This is a good basic review for people who are just starting their own business.
Great Recommendations
ByCreated Melissa Major (05-14-2022)
The recommendations for this course was spot on!
Thank you
ByCreated Ria Pattison (04-24-2022)
The course was very informative.
Says what it is!
ByCreated Jeanne Friedman (04-21-2022)
Very helpful to improve completion of client assessment.
Assessments and Price Estimates
ByCreated Sheldon Britt (03-24-2022)
Information presented sets forth the true tasks to be completed, building trust and properly representing our company as well as our client.
Exactly what was promised in course
ByCreated Diahanna Vallentine (06-26-2022)
Completely valuable with resources and downloads
Comprehensive and a Great Guide!
ByCreated Sylvia Reisman Glover (10-26-2021)
I thoroughly enjoyed this course! My background is relationship building/consultative sales and this course ( including the sample templates) will be a fabulous resource for me as I am setting up my new practice and processes.
Keep outdoing yourself
ByCreated Melanie Parks (03-12-2022)
This lessons could not be better!
Best Practices in Independent advocacy
ByCreated Dana Hutson (02-20-2022)
appropriate and relevant
Excellent advice!
ByCreated Christie Cox (02-17-2022)
Love the practical approach.
Assessments and Price Estimates for Your Work with Your Client
ByCreated Nancy Keller (02-15-2022)
Excellent
Simple beginning
ByCreated Nancy Taylor (01-23-2022)
This course takes the difficulty out of creating an assessment and I love that it has sample documents to follow.
Assessments and Price Estimates
ByCreated Jill Andreoni (01-12-2022)
Clear and comprehensive
Incredibly Helpful
ByCreated Kenneth Klein (01-05-2022)
The course flowed —narrator joined topics together after setting context. Contains valuable suggestions to incorporate in any advocacy practice.Thank you Trisha!
Great
ByCreated Chasity Appleton (11-04-2021)
Great introduction, I was eager to learn more.
very informative
ByCreated Tamara Green (10-29-2021)
very helpful content regarding assessments for clients
Assessments and Price Estimates
ByCreated Carey Lemmons (10-21-2022)
Good information to build assessment and deliverable
Good Information
ByCreated Melanie Miller (11-13-2024)
This course was straightforward and easy to follow
Assessments/Estimates
ByCreated Jennifer Vollrath-Grosam (02-25-2021)
This helps to put everything all together!
Assessments and Price Estimates for Your Work with Your Client (
ByCreated Leslie Heller (03-01-2021)
Terrific samples/resources
Full of Information
ByCreated Linda Stern (06-24-2021)
This is a wonderful course that is full of information. I want to memorize every word. Thanks Trisha!
Great information to help start your business!
ByCreated AIMEE STOOPLER (06-21-2021)
very thorough-
assessments and price estimates
ByCreated Jeanmarie Mitchell (06-12-2021)
basic
Assessments and Price Estimates
ByCreated Wendy Nawara (05-18-2021)
Well organized.
Helpful and Informative
ByCreated Kira King (05-10-2021)
Helps to figure out the price of your time, and how to manage it.
deliverables
ByCreated Wendy Stanley Jones (04-16-2021)
course how to estimate time, costs, scope of work to be done for the client
101 FINANCIAL BASICS
ByCreated ERVENA WASHINGTON (03-30-2021)
BUDGETING,CASH FLOW,CAPITILIZATION,UNDERSTANDING THE ALLEGIANCE FACTOR
Assessments and Price Estimates
ByCreated Heidi Choiniere (03-13-2021)
Great steps!
helpful
ByCreated John Burton (02-02-2020)
great information
Very Helpful Course
ByCreated Karen Vance (01-01-1970)
I learned a lot of useful, practical information.
Assessments and Price Estimates for Your Work with Your Client
ByCreated Kathy Ross (03-01-2021)
very thorough
Assessment
ByCreated Bridget Stipanovich (02-24-2021)
Great info
Assessments and Price Estimates for Your Work with Your Client
ByCreated Bruce Appel (02-01-2021)
Content was informative.
Good tools of practice
ByCreated Denise Palenzona (01-26-2021)
Content was practical and well explained.
Title should be Assessments and Analysis/Cost estimate documentation
ByCreated Lee-Ann Gordon (09-03-2020)
It is a little deceiving when price estimate is really referring to the documentation of such not the actual act. (It is noted within the course that pricing is covered in a different course.) Beside that, the course provided a comprehensive understanding of the tasks and tools needed to complete an assessment and analysis/cost estimate.
Assessment and Estimates
ByCreated Della Gray (05-07-2020)
These courses are great
Assessment
ByCreated MyraKatz (04-07-2020)
very relevant, especially the downloads
Helpful!
ByCreated stacycaresok (04-01-2020)
Nice to have the parts of the care plan and assessment meeting listed. Great starter to get organized!
Assessments and Price Estimates
ByCreated roseannegeisel (02-06-2020)
It is an excellent nuts and bolts explanation of how to do an assessment and develop an estimate. Along with the downloads, the information enables you to go right out and meet with a prospective client.
Assessment and Price Estimates
ByCreated Kimberly Rowell (02-02-2020)
Great step by step tools!
Great Class
ByCreated Jeff Byars (08-15-2021)
Great content with lots of information.
Assessment & Price Estimates
ByCreated Tara Knutson (10-13-2021)
Lots of great info and helpful sample forms.
Great Info
ByCreated Jeffrey Byars (01-01-1970)
Lots of great information.
Assessments and Price Estimates for Your Work with Your Client
ByCreated Barbara Gaynor (08-01-2021)
Very informative.
Assessments and Price Estimates
ByCreated Cynthia Johnson (01-01-1970)
Excellent, very helpful!!!
Assessments and Cost Estimate
ByCreated Alyx Banyan (01-01-1970)
Very helpful and a great place to begin! Helped ease my uncertainty prior to an initial assessment.
Very helpful
ByCreated Kimberly Acosta (01-01-1970)
This course is very helpful for those just starting out. Excellent info and includes sample docs that are invaluable.
Great tips for being successful!
ByCreated Mary Jozwik (01-01-1970)
Very helpful
ByCreated gonyeka (01-01-1970)
This course is a very helpful guide pointing in the right direction on how to provide assessments and cost considerations.
Assessments & Price Estimates – excellent
ByCreated Nancy Kandel (01-01-1970)
explained and outlined nice and easy to follow and understand.
Assessment and price estimates
ByCreated Barbara O'Halloran Smith (01-01-1970)
helpful with the awkward $ aspects
ByCreated heather guidone (01-01-1970)
helps you work through the cost planning estimations
Assessments and Price Estimates for Your Work with Your Client
ByCreated Michelle Crook (01-01-1970)
Excellent course with helpful forms and resources to assist you with these important steps in planning for your advocacy business.
Comprehensive approach to assessment, estimate, plan of care
ByCreated Scott E Fraser (01-01-1970)
This course provides a thorough approach to providing a deliverable report to the client and to the supporting resources and advocate can use, such as software to keep organized!
Very Pertinent Information
ByCreated Teresa A Berger (01-01-1970)
Valuable information to have from the outset with first client!
Assessments and Price Estimates
ByCreated Althea Halchuck (01-01-1970)
Excellent guide designed to help a patient advocate assess a potential client and deliver an estimate for services. Templates are included that you can make your own.
Assessment and price estimates
ByCreated Barbara O'Halloran Smith (01-01-1970)
This information was so helpful, particularly how the steps of the assessment outline and organized.
Concise, informative, and relevant
ByCreated Sharondeep Grewall (01-01-1970)
This course is must to new independent patient advocates, and provides the skills and resources needed to initiate a professional assessment.
ByCreated Cydney Callanan (01-01-1970)
Very helpful
ByCreated Elena Borrelli (01-01-1970)
The course provided great tools that can easily be implemented into practice.
Assessments and Estimates
ByCreated Lorraine Swedberg (01-01-1970)
Perfect Gift
ByCreated Pmiller652 (01-01-1970)
This course is exactly what I needed in order to hit the start button for my advocacy business. It met all of my questions and needs concerning forms- templates etc. Trisha had many helpful hints that overtime I would figure out I am sure but instead she handed them to me as a gift all wrapped up with a bow.
Assessment and Price Estimate
ByCreated Nancy Keller (01-01-1970)
Thorough, instructive, practical
Assessments and price estimates
ByCreated Brandi211 (12-08-2024)
Informative and educational. Helps with forms and assessments
Assessment and Price
ByCreated MAUREEN RULISON (12-19-2023)
A lot of information that will help me to be successful.
Assessments and Price Estimates for Your Work with Your Clients
ByCreated Karen Balerna (08-14-2022)
Great advice on what to include in assessment and invoice
Good
ByCreated Doreen Parkhurst (09-01-2024)
Might have liked more explanation
Informative
ByCreated Felicia Markham-Dickson (06-24-2024)
This course was very informative and contained useful information and resources.
Assessments and Price Estimates
ByCreated Garry Pregler (04-14-2024)
very concise and informative
Very helpful information!
ByCreated Fatiha Malik (03-27-2024)
I enjoyed this course because the modules were not too long, It was engaging and the information is valuable especially to someone new entering the field. I has many questions and this help to answer a lot of them.
Assessments & Price Estimates
ByCreated Donna Schaefer (03-21-2024)
Very practical and helpful information
Great and thorough detail on assessments and price estimates!
ByCreated Darlene Christy (02-08-2024)
Trisha Torrey did a great job of explaining the what, what ifs, and why!
Title accurately summarized the content
ByCreated Judy Hamouda (12-23-2023)
I learned so much in this course. I see that I will need to revise the contract draft that I sent to my attorney in order to reflect what I’ve learned here.
Excellent course
ByCreated Christy Tate (11-17-2023)
Clearly explained, with concise examples, this course is extremely helpful in learning about how to think about and complete client assessments and price estimates. Thank you!
Assessment and price estimates
ByCreated andrea davidson (10-13-2021)
I feel more confident now that I learned how to do the assessment and price estimates. Great information that was well explained step by step.
Assessments and Pricing
ByCreated Michelle Chase (07-30-2022)
Good information and examples!
Assessments and Price Estimates
ByCreated Kimberly Russell (11-11-2023)
For Your Work With Your Client
Assessments and Price Estimates for Your Work with Your Client
ByCreated Heidi Johnson (09-27-2023)
Figure out how to accurately assess new clients and create a strong, billable contract with them.
Assessments and Price Estimates for Your Work with Your Clients
ByCreated Linda Sample (08-22-2023)
The content was very helpful and I appreciate the template for the client assessment.
So much practical, useful information here!
ByCreated Virginia Remeny (05-10-2023)
Trisha does an amazing job covering these complicated topics. I love all of her examples and specific guidance!
Assessments and Price Estimates for Your Work with Your Client
ByCreated Jeannine Guion (04-24-2023)
Very thorough and clear presentation. Filled with useful information and downloads
Good resource
ByCreated Carol Edvin (04-02-2023)
Helpful and provides good downloadable forms and resources which are practical and useful
Assessments and Price Estimates for Your Work with Your Client
ByCreated Nicole Hope (10-31-2022)
Informative and easy to understand!
Learned alot
ByCreated Lisa Lester (10-26-2022)
Great information
Assessments and Price Estimates – Course Review
ByCreated Kay Godfrey (06-30-2022)
Enjoyed this course. Quite helpful.
Assesments and Price Estimates
ByCreated Kay Kelly (03-09-2022)
Super informative and eye opening!
Very useful!
ByCreated April Applegate (10-10-2023)
Even though I’ve worked as an independent contractor for many years, I learned a lot from this course about scoping out and developing proposals for patient advocacy projects. Good way to avoid lots of trial and error!
Overcoming Objections
ByCreated Pamela Edmonds (03-19-2022)
Excellent Examples and Forms
Assessments and Price Estimates
ByCreated Laurie Pereira (06-23-2022)
Good info
Assessments & Price Estimates
ByCreated Tiffany Matthews (06-18-2022)
Top notch again!
Assessments and Price Estimates
ByCreated lisajc2pers (06-15-2022)
great info
Price Estimates
ByCreated Amanda DiGiovanni (05-19-2022)
This is a good basic review for people who are just starting their own business.
Great Recommendations
ByCreated Melissa Major (05-14-2022)
The recommendations for this course was spot on!
Thank you
ByCreated Ria Pattison (04-24-2022)
The course was very informative.
Says what it is!
ByCreated Jeanne Friedman (04-21-2022)
Very helpful to improve completion of client assessment.
Assessments and Price Estimates
ByCreated Sheldon Britt (03-24-2022)
Information presented sets forth the true tasks to be completed, building trust and properly representing our company as well as our client.
Exactly what was promised in course
ByCreated Diahanna Vallentine (06-26-2022)
Completely valuable with resources and downloads
Comprehensive and a Great Guide!
ByCreated Sylvia Reisman Glover (10-26-2021)
I thoroughly enjoyed this course! My background is relationship building/consultative sales and this course ( including the sample templates) will be a fabulous resource for me as I am setting up my new practice and processes.
Keep outdoing yourself
ByCreated Melanie Parks (03-12-2022)
This lessons could not be better!
Best Practices in Independent advocacy
ByCreated Dana Hutson (02-20-2022)
appropriate and relevant
Excellent advice!
ByCreated Christie Cox (02-17-2022)
Love the practical approach.
Assessments and Price Estimates for Your Work with Your Client
ByCreated Nancy Keller (02-15-2022)
Excellent
Simple beginning
ByCreated Nancy Taylor (01-23-2022)
This course takes the difficulty out of creating an assessment and I love that it has sample documents to follow.
Assessments and Price Estimates
ByCreated Jill Andreoni (01-12-2022)
Clear and comprehensive
Incredibly Helpful
ByCreated Kenneth Klein (01-05-2022)
The course flowed —narrator joined topics together after setting context. Contains valuable suggestions to incorporate in any advocacy practice.Thank you Trisha!
Great
ByCreated Chasity Appleton (11-04-2021)
Great introduction, I was eager to learn more.
very informative
ByCreated Tamara Green (10-29-2021)
very helpful content regarding assessments for clients
Assessments and Price Estimates
ByCreated Carey Lemmons (10-21-2022)
Good information to build assessment and deliverable
Good Information
ByCreated Melanie Miller (11-13-2024)
This course was straightforward and easy to follow
Assessments/Estimates
ByCreated Jennifer Vollrath-Grosam (02-25-2021)
This helps to put everything all together!
Assessments and Price Estimates for Your Work with Your Client (
ByCreated Leslie Heller (03-01-2021)
Terrific samples/resources
Full of Information
ByCreated Linda Stern (06-24-2021)
This is a wonderful course that is full of information. I want to memorize every word. Thanks Trisha!
Great information to help start your business!
ByCreated AIMEE STOOPLER (06-21-2021)
very thorough-
assessments and price estimates
ByCreated Jeanmarie Mitchell (06-12-2021)
basic
Assessments and Price Estimates
ByCreated Wendy Nawara (05-18-2021)
Well organized.
Helpful and Informative
ByCreated Kira King (05-10-2021)
Helps to figure out the price of your time, and how to manage it.
deliverables
ByCreated Wendy Stanley Jones (04-16-2021)
course how to estimate time, costs, scope of work to be done for the client
101 FINANCIAL BASICS
ByCreated ERVENA WASHINGTON (03-30-2021)
BUDGETING,CASH FLOW,CAPITILIZATION,UNDERSTANDING THE ALLEGIANCE FACTOR
Assessments and Price Estimates
ByCreated Heidi Choiniere (03-13-2021)
Great steps!
helpful
ByCreated John Burton (02-02-2020)
great information
Very Helpful Course
ByCreated Karen Vance (01-01-1970)
I learned a lot of useful, practical information.
Assessments and Price Estimates for Your Work with Your Client
ByCreated Kathy Ross (03-01-2021)
very thorough
Assessment
ByCreated Bridget Stipanovich (02-24-2021)
Great info
Assessments and Price Estimates for Your Work with Your Client
ByCreated Bruce Appel (02-01-2021)
Content was informative.
Good tools of practice
ByCreated Denise Palenzona (01-26-2021)
Content was practical and well explained.
Title should be Assessments and Analysis/Cost estimate documentation
ByCreated Lee-Ann Gordon (09-03-2020)
It is a little deceiving when price estimate is really referring to the documentation of such not the actual act. (It is noted within the course that pricing is covered in a different course.) Beside that, the course provided a comprehensive understanding of the tasks and tools needed to complete an assessment and analysis/cost estimate.
Assessment and Estimates
ByCreated Della Gray (05-07-2020)
These courses are great
Assessment
ByCreated MyraKatz (04-07-2020)
very relevant, especially the downloads
Helpful!
ByCreated stacycaresok (04-01-2020)
Nice to have the parts of the care plan and assessment meeting listed. Great starter to get organized!
Assessments and Price Estimates
ByCreated roseannegeisel (02-06-2020)
It is an excellent nuts and bolts explanation of how to do an assessment and develop an estimate. Along with the downloads, the information enables you to go right out and meet with a prospective client.
Assessment and Price Estimates
ByCreated Kimberly Rowell (02-02-2020)
Great step by step tools!
Great Class
ByCreated Jeff Byars (08-15-2021)
Great content with lots of information.
Assessment & Price Estimates
ByCreated Tara Knutson (10-13-2021)
Lots of great info and helpful sample forms.
Great Info
ByCreated Jeffrey Byars (01-01-1970)
Lots of great information.
Assessments and Price Estimates for Your Work with Your Client
ByCreated Barbara Gaynor (08-01-2021)
Very informative.
Assessments and Price Estimates
ByCreated Cynthia Johnson (01-01-1970)
Excellent, very helpful!!!
Assessments and Cost Estimate
ByCreated Alyx Banyan (01-01-1970)
Very helpful and a great place to begin! Helped ease my uncertainty prior to an initial assessment.
Very helpful
ByCreated Kimberly Acosta (01-01-1970)
This course is very helpful for those just starting out. Excellent info and includes sample docs that are invaluable.
Great tips for being successful!
ByCreated Mary Jozwik (01-01-1970)
Very helpful
ByCreated gonyeka (01-01-1970)
This course is a very helpful guide pointing in the right direction on how to provide assessments and cost considerations.
Assessments & Price Estimates – excellent
ByCreated Nancy Kandel (01-01-1970)
explained and outlined nice and easy to follow and understand.
Assessment and price estimates
ByCreated Barbara O'Halloran Smith (01-01-1970)
helpful with the awkward $ aspects
ByCreated heather guidone (01-01-1970)
helps you work through the cost planning estimations
Assessments and Price Estimates for Your Work with Your Client
ByCreated Michelle Crook (01-01-1970)
Excellent course with helpful forms and resources to assist you with these important steps in planning for your advocacy business.
Comprehensive approach to assessment, estimate, plan of care
ByCreated Scott E Fraser (01-01-1970)
This course provides a thorough approach to providing a deliverable report to the client and to the supporting resources and advocate can use, such as software to keep organized!
Very Pertinent Information
ByCreated Teresa A Berger (01-01-1970)
Valuable information to have from the outset with first client!
Assessments and Price Estimates
ByCreated Althea Halchuck (01-01-1970)
Excellent guide designed to help a patient advocate assess a potential client and deliver an estimate for services. Templates are included that you can make your own.
Assessment and price estimates
ByCreated Barbara O'Halloran Smith (01-01-1970)
This information was so helpful, particularly how the steps of the assessment outline and organized.
Concise, informative, and relevant
ByCreated Sharondeep Grewall (01-01-1970)
This course is must to new independent patient advocates, and provides the skills and resources needed to initiate a professional assessment.
ByCreated Cydney Callanan (01-01-1970)
Very helpful
ByCreated Elena Borrelli (01-01-1970)
The course provided great tools that can easily be implemented into practice.
Assessments and Estimates
ByCreated Lorraine Swedberg (01-01-1970)
Perfect Gift
ByCreated Pmiller652 (01-01-1970)
This course is exactly what I needed in order to hit the start button for my advocacy business. It met all of my questions and needs concerning forms- templates etc. Trisha had many helpful hints that overtime I would figure out I am sure but instead she handed them to me as a gift all wrapped up with a bow.
Assessment and Price Estimate
ByCreated Nancy Keller (01-01-1970)
Thorough, instructive, practical
Return to Main Course Page for 102 Assessments and Price Estimates for Your Work with Your Client
