From the services you provide to your clients, to the ways you serve them (in person, phone, video, internet), the category “Client Service” runs a large gamut.

These courses will help you provide the best service to your clients, helping them find their best outcomes.

(No courses listed? There may not be a course available yet. Sign up for notices and we’ll let you know when a course becomes available.)


New! Free!
Pandemic Course for Advocates and Care Managers

Pandemic! Serve Clients, Preserve and Grow Your Practice (Free Version)

(Free Version of this Course) Learn how to help your clients, and maintain, and grow your practice during a crisis like a pandemic (coronavirus, or COVID-19).

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New! $29
Pandemic Course for Advocates and Care Managers

Pandemic! Serve Clients, Preserve and Grow Your Practice

Earn CEs for BCPA, CSA, and CMC Learn how to help your clients, and maintain, and grow your practice during a crisis like a pandemic (coronavirus/ COVID-19).

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$29
Main Image for Assessments and Price Estimates

Assessments and Price Estimates for Your Work with Your Client

Earn 1 CE (BCPA)Learn to assess your work plan for your client, then price your work accurately.

This course is rated

Assessments and Price Estimates for Your Work with Your Client-Person
(20 ratings)
4.95 out of 5 stars

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$29
converting callers to clients - main image

Client Acquisition: Converting Callers to Clients

Earn 1 CE (BCPA) Learn how to conduct successful phone conversations with prospective clients leading to a contract and payment, too.

This course is rated

Client Acquisition: Converting Callers to Clients-Person
(16 ratings)
4.88 out of 5 stars

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Free

Is Advocacy Certification Right for You?

(Sample Course)
Determine whether certification would benefit you, your practice, and your clients.

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Free
logo-understanding the allegiance factor

Understanding the Allegiance Factor

(Sample Course)
The Allegiance Factor is a pivotal concept for independent patient advocates to embrace.

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