This week I spoke with over 150 people through a virtual event hosted by King County Library System. I was inspired to see so many people interested in learning more about health advocacy and how to navigate care.
We surveyed attendees on a bunch of things, including whether they had a trusted advocate to be by their side in case of a health crisis. Far too many people donāt have someone or donāt know if they have someone. Thinking that through prior to needing the help is the best option - figuring out HOW to navigate care when you're sick is a terrible time to learn. Thatās why our organization continues to exist - to help you and others!
Please join us at one of our events or get in touch with how we can work together!
Hereās to your good health,
Robin Shapiro (Board Chair) and the Team at HealthAdvocateX
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This on demand course covers recorded sessions from the ICOPA Conference (April 28-30, 2022). The whole conference is available as a bundle, and there is no option for individual session purchases. For ICOPA attendees who have already paid a registration fee, we are offering special pricing.
Board Certified Patient Advocates (BCPA):
These sessions are available for BCPA CEs (9.5 CEs). Your purchase includes access to the event recordings that originally took place on April 28-30, 2022. It also includes materials related to the presentation (slides, Q&A, etc.).
In order to receive your BCPA 9.5 CE credits (with two counting as ethics CEs) as per PACB requirements, you must complete a post-assessment for each session. Instructions for how to access the recording and assessment will be provided via email after completing registration. Certificates will be delivered via email upon purchase. Completed and signed certificates must be sent to the Patient Advocate Certification Board in order to obtain credit.
Click the button below for more information on the individual sessions as well as the objectives and CE instructions
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Looking For New Board Members ā How About YOU?ā Apply by October 26!
Are you interested in working with national leaders to advance the field of health advocacy? Are you committed to helping every person attain better understanding, access and application of advocacy in all aspects of health and healthcare? Do you have ideas and energy to help? HealthAdvocateX is accepting applications for future Board Position and encourage you to apply prior to October 26. Please read our application overview and fill out our Talent Scout (attached). Questions? Please contact Robin Shapiro at robin@shapiroholdings.com.
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Case Review: Advocacy During Conflicting Medical Opinions - Oct 27!
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Case Review - October 2022
When: October 27, 2022 | 4pm ā 5:30pm (PT)
Where: Online via Zoom
Cost: FREE! (HealthAdvocateX Member Only!)
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The Professional Networking group has requested HealthAdvocateX host periodic āpeer case reviewā sessions to help advocates learn about how their peers are handling cases. The purpose is mutual information exchange and continual improvement of advocacy services.
You wonāt want to miss the upcoming, fascinating, and complex Case Review of how to Advocate Through Conflicting Medical Opinions. Sarah Jane Yang, MS, RN, Care Advocate & Financial Patient Advocacy Lead. In this session, Sarah will present her case using the HealthAdvocateX Case Review ā¢. This session is a free benefit of Professional/Partner HealthAdvocateX Membership. To participate, please email info@healthadvocatex.org to be registered.
Case Review is: Thursday, October 27, 2022 at 4 pm PT/7 pm ET and will last for approximately one hour.
Speaker: Sarah Jane Yang, MS, RN, GreyZone Health, LLC
Sarah Jane is a Care Advocate and Masterās level registered nurse with experience managing complex medical cases and navigating in-hospital services. Sarah Jane works with the GreyZone team and owns Lighthouse Healthcare Navigation, PLLC. Sarah Janeās experience as a hospital administrator gives her a solid foundation navigating the ābehind the scenesā complexities of the entire healthcare system including communicating with medical personnel in hospital settings, medical coding, insurance contracts and payment denials. Fifteen years as a registered nurse has taught Sarah Jane many valuable skills. Her time at major, urban, and academic medical centers such as Harborview in Seattle and Weill-Cornell Medical Center in New York City, shaped her early career with rich learning environments. Sarah Jane holds great pride in leading Virginia Mason Medical Centerās efforts to achieve a Comprehensive Stroke Center certification from its regulatory body. Sarah Jane also supported the early creation of a telemedicine program at Virginia Mason Medical Center.
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Community Conversation - October 2022
When: November 14, 2022 | 11am ā 12pm (PT)
Cost: FREE!
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We will host our monthly Community Conversation with Dr. Dale Reisner, MD, Medical Director (OB/GYN Quality and Safety) at Swedish Health Services. The topic will be updates on the pandemic where we will review the latest stats and sort out information we know and do not know about COVID-19. Please join us for this free monthly conversation.
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Join Professional Advocates and other allied professionals in a virtual networking event designed to support your health advocacy business. Be ready to learn and share what is working in terms of business development and practice. Note: You do not have to be a HealthAdvocateX member to attend this event!
The objectives of Professional Networking sessions include:
- Grow your network of advocates you know and trust
- Exchange ideas about advocacy best practices
- Learn new information related to health advocacy
- Receive peer feedback on challenges and opportunities
Each networking session has a specific focus. If there are topics/ideas/speakers you would like to suggest, please email us at info@HealthAdvocateX.org
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Professional Networking - November 2022
When: November 3, 2022 | 9am ā 10:30am (PT)
Cost: $15 for Members | $20 for Non-Members
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Give and Get: Networking With Your Advocate Peers
Novemberās Networking event brings a two-fold opportunity to network with other Advocates. Participants will the opportunity a specific learning that has made your business more successful in 2022, one that allows others to better know who you are and provides a window into your practice.
The Give: Be ready to share within 2-3 minutes a summary: What is (ātheā) one thing that changed your business to make it more successful?
The Get: Ask a question of your peers that you are curious about! Be ready to answer your peers too!
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Professional Networking - December 2022
When: December 8, 2022 | 4:00 ā 5:30 PM (PT)
Cost: $15 for Members | $20 for Non-Members
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Give and Get: Bring a hard problem to solve, a challenge or barrier, and receive insightful questions and suggestions from peers.
Decemberās Networking event offers another two-fold opportunity: practicing succinct delivery of a practice challenge and the chance to obtain suggestions toward solution from your peers.
The Give: Be ready to share a problem or challenge you solved, or for which youād welcome input. This will be a two-minute share (we get to practice our succinct presentation).
The Get: Attendees will better know each other, and network through sharing of experience as well as questions and solutions offered.
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Are you looking for a way to extend your opportunities to educate the public about health and patient advocacy? HealthAdvocateX licenses two presentations and offers a āTrain the Trainerā package for these two topics:
- The ABCs of an Effective Doctor Visit
- Taming the Medicine Cabinet
Each Train the Trainer Package includes:
- PowerPoint presentation and script for the topic represented, which will include an introductory slide for the presenter approved to give the presentation
- Electronic copies of materials including:
- Handouts of Scenarios/Role-Plays
- Self-Learning Quiz (where applicable)
- Feedback From
- Flyer Template
- Presentation Description
To license the presentations and register for the training:
- Pay for the Presentation Train the Trainer (we will invoice you as soon as we receive your signed license agreement(s)).
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Many advocates have been contacting us as you are trying to finish up earning your CEs for the year. We have more than 20 CEs currently available with bundled pricing available for two conferences:
- Health Advocacy Now: Lessons From the Pandemic 2021 Conference (11 CEs Available)
- Whole Person Advocacy: Integrating Mental Health 2020 Conference (10 CEs Available)
- Health Literacy: The New Vital Sign (1 CE Available)

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October 27: Case Review (HealthAdvocateX Members Only!)
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Although HealthAdvocateX speakers can give presentation on many topics, here are a few of our popular presentations:
- Advance Care Planning (In partnership with Honoring Choices)
- Taming Your Medicine Cabinet
- The ABCs of an Effective Doctor Visit
- Patient Know More...Patient No More!
- The Emerging Field of Health Advocacy
- Safe & Sound in the Hospital: A Short Course in Patient Safety
- Volunteer Health Advocate Training: Understanding the Role & Skills to Be Effective
Have a topic you wish we offered? Let us know - let's talk!
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Inclusion, Diversity, Equity and Access (IDEA) Statement
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OUR COMMITMENT
Approved by the Board September 21, 2022
Inclusion, Diversity, Equity and Access (IDEA) Statement
Our mission is to help people transform into active participants and partners in their own health care. To make this possible, we must advocate for inclusion, diversity, equity, and access (IDEA) for all individuals.
We recognize that:
- Racism is a public health issue that impacts various intersections and communities differently.
- Each person is unique and therefore experiences health care differently.
- Every individual deserves health advocacy regardless of their race, ethnicity, language, nationality, gender, sexual orientation, gender identity and expression, spiritual practice, financial status, education, geography, disability, mental and physical status, age, weight, substance use disorder or other factors.
- Our organization is uniquely positioned to raise awareness on IDEA in health and health care.
We are committed to:
- Raising awareness about the importance of IDEA in health and health advocacy in all aspects of care.
- Expanding diverse representation within our organization, expert presenters, and educational offerings.
- Intentionally messaging our values, sharing IDEA expectations for ourselves, affiliated advocates, and partnering groups.
- Creating space for respectful dialogue about representation, equitable access, and inclusive practices in health care and health advocacy.
- Educating our community and participating in opportunities about IDEA events and exercises to keep these issues in the forefront of our work.
- Implementing systems to ensure IDEA is pervasive in our organization.
We will reflect on our accomplishments with humility and grace. We will recognize our limitations and remain open to what we may not see or realize so that we can improve and or repair any harm.
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HealthAdvocateX is headquartered in Seattle, Washington. We acknowledge that we are on the traditional land of the first people of Seattle, the Duwamish People past and present, and honor with gratitude the land itself and the Duwamish Tribe. We invite you to join us in acknowledging and thanking indigenous people for their ongoing stewardship wherever you are located.
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Land Acknowledgement Challenge
Will you help us? We invite YOU to research and submit the name of the people, your location and how you would word your own personal land acknowledgement. Our Board will be selecting and reading land acknowledgements from across the country at our Monthly Board Meetings. You can submit it here: https://www.surveymonkey.com/r/hadvx-land-acknowledgement

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Do you have something you would like to share with the HealthAdvocateX community?
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