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The Professional Patient Advocate Workshop - May 6, 2013
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The Professional Patient Advocate Workshop - May 6, 2013


When: Monday, May 6, 2013
8:00 AM - 5:00 PM ET
Where: Gaylord National Resort & Convention Center
201 Waterfront Street
National Harbor, Maryland  20745
United States
Hope Kabik



This course is designed to provide an overview of the challenges and resources required of Professional Patient Advocates when interacting with consumers and their families when navigating the complex healthcare system. The course will sharpen skills and allow you to network with others who are interested in expanding their practice in the emerging area of patient advocacy. .

Target Audience: Those who work directly with the consumer in any setting would benefit from this material, including professional patient advocates, nurses, case managers, social workers and others who want to expand their careers into the area of professional patient advocates.

Instructors: Anne Llewellyn, RN-BC, MS, BHSA, CCM,CRRN

Register for the Patient Advocate Certificate Workshop and/or the Care Coordination Summit

The Professional Patient Advocate Workshop is a one day course designed to improve your skills and effectiveness as a patient advocate and offers a step towards earning a Certificate in Patient Advocacy.This course is an introduction to advocacy with a focus on both private advocates as well as those employed by a hospital or in a private practice. This course can be taken as part of the series of requirements to earn a Certificate or as a stand-alone educational opportunity. The certificate program is a comprehensive education process aimed to enhance the training of those in this specialized field, and it serves as a point of entry to professionals who want to transition to this new role, providing a course of study that builds on an existing body of knowledge.

The course addresses these basic health consumer needs:

1. What really matters in healthcare to consumers? Feel good, pay only appropriate costs, get help with available resources, understand options, trust a health care advisor
2. Afford each patient with access to a professional dedicated to his/her best health interests
3. Eliminate the need for the patient or family members to navigate a complex healthcare system alone
4. Promote health care based on a competent trusted advisor relationship
5. Understand basic state federal and private healthcare programs
6. Assist patients to access basic Behavioral and Medical Health Services through insurance benefits and state programs
7. Advise about programs to extend benefits

Specific Learning Objectives:

By the end of this course, students will be able to:

  • Review trends in healthcare leading to increased fragmentation of the healthcare System, unprecedented innovation, and increased consumer responsibility
  • Define Patient Advocacy, who can be a Professional Patient Advocate Define what services a Professional Patient Advocate can provide.
  • Define the scope of the Professional Patient Advocate Certificate Program


Early Bird Rate
Before 3/26/13
Advanced Rate
Before 4/16/13
Regular Rate
After 4/16/13
PPAI Workshop Only$695$795$895
PPAI Workshop & Care Coordination Summit $995 $1,195$1,345
PPAI Workshop, Platinum Awards Luncheon & Care Coordination Summit$1,195 $1,395$1,545

For a downloadable Registration Form to mail in with your check, please click here

Event Venue & Room Block

Gaylord National Resort & Convention Center
201 Waterfront Street
National Harbor, MD 20745

Map & Directions

A room block has been secured at the Residence Inn by Marriott which is just across the street from the Gaylord. Suites are available in our block for $235/night. You can book in our room block by calling 888.236.2426 or by booking online. Either way, reference the Dorland Health events or code DHPDHPA.



8:00 - 8:30amRegistration and Continental Breakfast
8:30 - 9:15am

Session 1: Introductions and Overview of the Certificate Training Program and History of Patient Advocacy

Session One provides an overview of the Professional Patient Advocate Certificate Program and looks into the rich history of patient advocacy. The learner will be able to use the information to gain an understanding of how the practice of patient advocacy developed and the value that it brings to consumers of health and healthcare.

9:15 - 10:00am

Session 2: Settings and Roles of Patient Advocates

In this session, you will gain insight into the diverse roles and varied settings of patient advocates. As the practice emerges, patient advocates exist throughout the continuum of care to meet the needs of consumers regardless of their entry point into the healthcare system.

10:00 - 10:15amNetworking Break
10:15 - 11:00am

Session 3: Trends and Opportunities for Patient Advocacy
Session Three takes a deep dive into the trends and opportunities that are available to patient advocates. As the healthcare system transitions to a patient- and family-centered system where the individual consumer is engaged in his or her care as an active participant, patient advocates will fill the role of assisting patients and their families in navigating the complex healthcare system in health promotion as well as chronic disease management.

11:00 -11:45am

Session 4: Core Components of Patient Advocacy
This session provides an overview of the core components of patient advocacy that puts structure to the process so that consumers, employers and other stakeholders understand what to expect from patient advocates when services are needed.

11:45 - 12:15pm

Session 5: Patient and Family Support
In this session we shift focus to the patient's point of view and review the importance of patient and family support when someone is ill, injured or wants to change behaviors that impact their health and healthcare. The session reviews the role of advocates in assisting consumers and their families as they transition through the diverse healthcare system.

12:15-1:00pmNetworking Lunch
1:00 - 1:45pm

Session 6: Reimbursement Systems
Session Six reviews reimbursement systems that provide consumers with access to healthcare resources. The session shares insights into the major systems and the unique processes that are specific to each.

1:45 - 2:30pmSession 7: Payer and Provider Options
In this session we look at the wealth of resources the industry provides to patients in order to meet their individual needs. In addition, we review the rules that govern the payer and the provider so advocates have a clear understanding of the rules and regulations associated with ensuring that clients receive the maximum benefit.
2:30 - 3:15pm

Session 8: Legal and Risk Management Issues
As patient advocacy involves working with patients, understanding the legal and risk management issues is essential from a personal perspective as well as from a consumer perspective. In this session we will review issues that impact advocates and consumers.

3:15 - 3:30pmNetworking Break
3:30 - 4:30pm

Session 9: Business Issues for Patient Advocates
In this session we will cover Business issues Patient Advocates need to know as they move forward in private practice via Round Table Discussions. Topics include: Writing a Business Plan, Setting Rates, Documentation/Regulatory issues, Marketing/Advertising and Networking must do's to build your business.

4:30 - 5:15pm

Session 10: Ethical Issues
Session Ten looks at the ethical issues and challenges facing advocates as the result of escalating costs, decreasing resources and increased consumer demands. The session will provide information advocates can use as they perform duties to inform, educate and empower consumers to have an active role in their health and healthcare.

Continuing education:11.0 hours of CE once the entire program is completed.

Register for the Patient Advocate Certificate Workshop and/or the Care Coordination Summit

Visit the Care Coordination Summit Conference page



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