ethics, insurance, and legal | Practice Up! for Advocates and Care Managers

Leave Transportation to the Professionals

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New advocates are often surprised to hear the advice, “Never transport a patient yourself.” At first it seems like transportation would be a great service to provide, especially to seniors who may no longer want to, or be able to, drive themselves. How convenient for their patient advocate to provide transportation! But let’s examine the idea for a moment, and you’ll see why transporting a client is a bad idea.

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Friends Aren’t Clients

As advocates, we often hear from “friends”: “My friend really needs help! Her health is deteriorating and she has trouble getting to the doctor. Will you help her?” “My sister can’t handle her medical bills and they are piling up. I need an advocate who can help her organize them and get them paid.” “My boyfriend has chronic pain and gets so frustrated with his doctor because he won’t help him. I need you to talk to his doctor.” …