Patient Advocate Business Bundle | Client Intake, Case Management & Advocacy Workflow
From First Inquiry to Case Closure: A Complete Workflow for Independent Patient Advocates
$49.99
Organize the business side of your independent patient advocacy practice with two professional workflow systems designed to work together from the first prospective client inquiry through active case management and case closure.
A prospective client reaches out. You need to understand the situation, determine whether the inquiry fits your services, gather the right information, identify important deadlines, recommend next steps, and follow up.
When that inquiry becomes an active case, the workflow changes. Now you need to manage the case, keep up with follow-ups, track advocacy time, identify what needs attention next, close completed cases, and preserve case history.
The Patient Advocate Business Starter Bundle brings both sides of that workflow together.
DISCOVER → INTAKE → ASSESS → RECOMMEND → CONVERT TO CASE → MANAGE → FOLLOW UP → TRACK TIME → CLOSE → ARCHIVE
Instead of building your workflow from scratch, start with professional tools created specifically for independent patient advocacy.
TWO SYSTEMS. ONE PROFESSIONAL WORKFLOW.
PRODUCT 1: PATIENT ADVOCATE DISCOVERY CALL & CLIENT INTAKE KIT
Editable Google Docs
Create a more consistent and organized process for handling prospective client inquiries and discovery calls.
The kit includes tools to help you:
• Prepare for discovery calls
• Guide conversations with structured prompts
• Gather prospective client information
• Identify urgent concerns and important deadlines
• Capture insurance and coverage information when applicable
• Build an issue timeline
• Identify people and organizations involved
• Track documents that may be needed
• Evaluate scope and fit
• Consider factors that may affect case complexity
• Document service recommendations
• Summarize consultations
• Establish clear next steps
• Follow up professionally
• Close the loop on outstanding intake items
Also included are editable follow-up communication templates for common situations, including moving forward, requesting additional information, responding to inquiries outside your scope, and closing inactive inquiries.
PRODUCT 2: PATIENT ADVOCATE CLIENT & CASE MANAGEMENT DASHBOARD
Google Sheets Workflow System
When an inquiry becomes an active advocacy case, transition into an organized case-management workflow without starting over.
The system includes:
• Intake & Consultations
• Active Advocacy Cases
• Action Center
• Advocacy Time Log
• Patient Advocate Business Dashboard
• Case Archive
• Setup & Lists
• Start Here
• RTC Advocate Tools automation menu
BUILT-IN GOOGLE SHEETS TOOLS & AUTOMATION
The Client & Case Management Dashboard includes tested workflow tools designed to reduce repetitive administrative work and keep important case activity organized.
Convert Intake to Case
Convert a selected inquiry into an active advocacy case and assign a permanent sequential Case ID.
Start / Stop Timer
Start a timer from an active case and create a permanent work-session record in the Advocacy Time Log.
Action Center
See active cases requiring attention based on follow-up dates and workflow status without searching through your entire caseload.
Follow-Up Flags
Quickly identify overdue, due today, upcoming, and waiting items.
Permanent Case IDs
Maintain the same Case ID throughout the active and archived case workflow.
Close & Archive
Mark cases closed, automatically record the Closed Date, and move completed cases to the Case Archive when you are ready.
BEFORE THEY BECOME A CLIENT
Use the Discovery Call & Client Intake Kit to:
Discover → Intake → Assess → Recommend → Follow Up
AFTER THEY BECOME AN ACTIVE CASE
Use the Client & Case Management Dashboard to:
Manage → Follow Up → Track Time → Close → Archive
Together, the two products create a connected workflow from the first prospective client conversation through completion of the advocacy case.
EVERYTHING INCLUDED
Your purchase includes:
Patient Advocate Discovery Call & Client Intake Kit
Individual Value: $19.99
Patient Advocate Client & Case Management Dashboard
Individual Value: $34.99
Quick Access Guides
Detailed Buyer Guide
Total Individual Value: $54.98
BUNDLE PRICE: $49.99
Save $4.99 when purchased together.
WHO IT'S FOR
Created for professionals such as:
• Independent Patient Advocates
• Private Patient Advocates
• Nurse Advocates
• Independent RN Advocates
• Healthcare Advocates
• Care Navigation Professionals
• Advocacy Consultants
• Professionals developing an independent patient advocacy practice
DESIGNED FROM REAL ADVOCACY EXPERIENCE
Created by a Registered Nurse with professional experience in patient advocacy, utilization management, prior authorizations, insurance appeals, and healthcare navigation.
These resources were developed around the practical administrative workflow involved in receiving an inquiry, understanding the prospective client's needs, organizing an active advocacy case, maintaining follow-up, tracking advocacy time, and closing the case.
HOW DIGITAL ACCESS WORKS
1. Purchase
Complete your purchase and access the digital files provided with your order.
2. Open Your Access Guides
Your guides contain instructions for accessing the included Google Docs and Google Sheets products.
3. Make Your Copies
Create your own editable copies in Google Drive.
4. Start Here
Follow the included instructions to set up and begin customizing the tools for your practice.
A Google account is required to create and save your editable copies.
IMPORTANT PRODUCT DISTINCTION
The Discovery Call & Client Intake Kit contains editable Google Docs templates.
The Client & Case Management Dashboard is a Google Sheets workflow system with built-in tools and automation.
The Google Docs templates themselves are not automated.
DIGITAL PRODUCT
This listing is for a digital product only.
• No physical product will be shipped
• Google Docs and Google Sheets are required for the editable products
• Instructions are included
• Buyers should keep an untouched master copy before customization
IMPORTANT INFORMATION
This product is designed as a professional organization and business workflow resource. It does not provide medical, legal, financial, billing, compliance, or business advice.
The purchaser is responsible for reviewing and adapting the materials to their own services, scope, client agreements, privacy practices, professional requirements, and applicable laws and regulations.
Purchase or use of these resources does not establish HIPAA compliance or compliance with any particular privacy, security, regulatory, legal, or professional requirement.
CONTINUE BUILDING YOUR HEALTHCARE TOOLKIT
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Disclaimer: We at Right to Care Solutions want to be clear about what we do. We offer healthcare advocacy services like denial and prior authorization assistance, but we are not a law firm, insurer, or medical provider, and we can't guarantee outcomes.
By using our services, you agree to our Terms of Use. We maintain safeguards designed to protect confidential information and handle protected health information in accordance with applicable privacy requirements. We are not liable for decisions made by your insurer or provider.
Our team, which includes licensed Registered Nurses in Ohio, provides services for educational and administrative purposes only. We don't provide nursing care, medical advice, or treatment. Final medical decisions must be made with your licensed healthcare provider, as we don't prescribe medications or perform exams.