The Health Advocate’s Start and Grow Your Own Practice Handbook
(A Step-by-Step Guide)

Resources Supplement and
Workbook Download Page

Updated January 2023

The Start and Grow Your Own Practice Handbook

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Download the Start and Grow Workbook
(32 pages, pdf format)
•  Resources by Chapter


List of companies hiring advocates and subcontrators

Chapter Two
What Skills Do You Need?

To help you understand the healthcare system in the US:
You Bet Your Life! The 10 Mistakes Every Patient Makes (How to Fix Them to Get the Healthcare You Deserve)
The book’s website:

Or purchase at Amazon:
You Bet Your Life!
The Health Advocate’s Basic Marketing HandbookThis book’s website.
The Health Advocate’s Advanced Marketing HandbookThis book’s website.

Chapter Four
What Services Will You Offer?

Master list of current advocacy services being offered to patients and caregivers. This list is updated occasionally.
Market Research—more information
and links to resources:
Quickfacts from the US Census Bureau:

From Entrepreneur Magazine:


From the Canada Business Network:

From the SBA (Small Business Administration)

Chapter Five
Mind the Gap

Education, Organization and Networking Resources for Health Advocates and
those who wish to become advocates:
Virtual assistants provide administrative help on a full or part-time basis.How to Hire a Virtual Assistant

Find lists of virtual assistants: 

Chapter Six
The Business of Being in Business

Small business advisors can be found at:US
SBA (Small Business Administration)
SCORE (Service Corps Retired Executives)
SBDC (Small Business Development)

Canada Business Support
Corporation (incorporate)
List of licenses you may need:
Places to test your URL (web address) as you name your
Obtain your taxpayer ID (EIN):From the IRS:

From the CRA:
Employee vs. Subcontractor rules:From the IRS:

From the CRA: 
NAICs numbersThese codes are updated every five years (will update again in 2027) and are self-selected. (There is no right or wrong answer.)

There is not just one code for patient advocacy because advocates do so many different things. Here are some of the codes advocates might choose:

• A general practice could use the code: 624190
• A senior-focused practice (“elderly”) could use this code: 624120
• A pediatric-focused practice could use this code: 624110

Learn more at the NAICs website.

DUNS number (if you decide to apply for grants
Online forums of interest to advocates:The Alliance of Professional Health Advocates

Additional forums at LinkedIn:
Do a search for Patient Navigator, Patient Advocates, Nurse Entrepreneurs, Society for Participatory Medicine, and others
Choose and use a professional communication service:

Use your own web address for your email.

Fax services:

Toll free number and voice mail services:

Chapter Seven
Expenses Management and Funding

Use your website and/or smartphone to accept credit cards
Cashflow basics from
Entrepreneur Magazine:

Chapter Nine
Marketing Your Advocacy Services

Find a sample press release:Download it from here.
Purchase additional marketing handbooks at a discount:Purchase The Health Advocate’s Basic Marketing Handbook from the publisher at $5 off. To receive the coupon code, send an email to: The coupon code will be returned to you immediately.

Purchase The Health Advocate’s Advanced Marketing Handbook from the publisher at $5 off. To receive the coupon code, send an email to: The coupon code will be returned to you immediately.

Chapter Ten
Legal and Insurance Considerations

HIPAA and PrivacySample HIPAA Release Form
Privacy laws in Canada (PIPEDA)Privacy Rights in Canada
Electronic signatures and
AppleMail can use an add on from GPG tools:
Gmail frequently updates its offerings. Do a search for “secure gmail” to see if it’s being offered.
Thunderbird uses Enigmail (must be obtained through )
Legal documents and forms (general) are found  (paid)  (paid)
BOP insurance

Chapter Eleven
Managing Workflow

Sample InvoiceDownload it here.
Additional forms and contracts available to members of APHA: (Not all contracts and forms are available to all members. PACE members have limited access.)Sample consultation agreement (advocate and client)
HIPAA privacy forms
Independent contractor working agreement
Independent contractor non-compete agreement
Encrypted email or document signaturesSee Resources above for Chapter Ten
Client tracking software and applications:MyJunna
Case Manager Pro
Jewel code
Navigation Tracker

Chapter Thirteen
Best Practices

Print these guidelines for finding credible health information on the web:
Advance Directives documents
Determining status as employee or subcontractor:See Resources above for Chapter Six

Chapter Fourteen
Build Your Business Plan

Additional resources for understanding and building business plans:From Entrepreneur Magazine:

From the SBA:

….. End of Resources…..


The Start and Grow Your Own Practice Handbook


The Start and Grow Your Own Practice Handbook

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DiagKNOWsis Media

@ DiagKNOWsis Media
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