Client Service Courses

Best Practices In Independent Advocacy and Care Management

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Already Registered? Click on the first lesson below. or .Read the Reviews Course Description: Running a highly ethical, efficient, and effective advocacy or care management practice means relying on best practices, tried, true, and tested. This course covers best practices in a variety of business and client-focused areas: Managing your practice (legal, financial, insurance) Client Service best practices Marketing best practices Personal, professional best practices It will help you run your business, treat your clients and work with them well, …

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Client Acquisition: Overcoming Objections

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Already Registered?  Click on the first lesson below. or .Read the Reviews Course Description: Whether it’s an everyday conversation, or on the phone with a potential client, we hear objections about our work as private patient advocates. They cite such barriers as “Only rich people can afford an advocate” or “I can get a patient advocate for free at the hospital, so why would I pay you?” and others. Whether it’s an everyday conversation, or on the phone with a …

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Pandemic! Serve Clients, Preserve and Grow Your Practice

Pandemic Course for Advocates and Care Managers

Already Registered?  Click on the first lesson below. or .Read the Reviews Course Description: Whether it’s COVID-19, or H1N1, or any other health-related crisis that throws a monkey wrench into one’s day to day work, planning for success is imperative. How do we take care of our clients when we can’t see them in person? How do we provide them with peace of mind? How do we uncover the services they need, and help them get what they need from the …

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Assessments and Price Estimates for Your Work with Your Client

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Already Registered?  Click on the first lesson below. or Read the Reviews Course Description: You have a yes! You and a new client have discussed possibilities and they are now eager to work with you. They need you, and you are poised to help them weather their healthcare system storms… but… now there are many more questions that need answers: What’s the plan? HOW will you help them? How will you affect their outcomes? What are their hopes? What are the …

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Client Acquisition: Converting Callers to Clients

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Already Registered?  Click on the first lesson below. or Read the Reviews Earn 1 CE toward your BCPA Certification. Course Description: Your phone rings, and you find a prospective client on the other end, hoping you can help them with your advocacy skills. After a long and friendly conversation where you show them just how helpful you can be, the two of you hang up the phone – and you never hear from them again. What went wrong? You were so …

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Is Advocacy Certification Right for You?

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Already Registered?  Click on the first lesson below.  or (Sample Course ~ Register for Free) Course Description: There are several forms of certification for health and patient advocates and care managers that address professional skills and ethics. You may be asking yourself if certification is necessary, and if so, which certification to acquire. Choose this Course:  to help you decide if you need to be certified as a health or patient advocate. Who should take this course: Anyone who wants to …

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Understanding the Allegiance Factor

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Already Registered?  Click on the first lesson below.  or (Sample Course ~ Register for Free) Course Description: The Allegiance Factor is the ethical basis on which independent health advocacy is formed. It’s the basis for all the work an advocate performs on behalf of a patient-client. Choose this Course: To help you understand the Allegiance Factor, and to see how the courses work at the PracticeUP! learning site. Who Should Take this Course: Anyone who would like to learn more …

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