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# Patient Advocate and Care Manager Training

Learn to Be an Independent Health or Patient Advocate or Care Manager

## Sitemaps

- [XML Sitemap](https://practiceuponline.com/sitemap.xml): Contains all public & indexable URLs for this website.

## Posts

- [Trishaʼs (Free) TIPS](https://practiceuponline.com/tips/) - PUP! TIPS: Practice UP! Tactics for Improved Practice Success Find access to all TIPs for building your care management or patient advocacy practice.
- [Use Your Calendar to Make You More Efficient, Effective, Creative, and Successful](https://practiceuponline.com/2020/03/use-your-calendar-to-make-you-more-efficient-effective-creative-and-successful/) - When you use your calendar properly, it will make you far more effective and efficient, and will free up the time you need to be creative, too.
- [Who Cares? Disagreeing with the Grammar Police](https://practiceuponline.com/2022/03/who-cares-disagreeing-with-the-grammar-police/)
- [When Cache Gets In Your Way](https://practiceuponline.com/2022/02/when-cache-gets-in-your-way/)
- [What Independent Advocates Can Learn from Ambulance Chasers](https://practiceuponline.com/2022/01/what-independent-advocates-can-learn-from-ambulance-chasers/)
- [Use these Magic Words in Your Client Conversations](https://practiceuponline.com/2021/12/use-these-magic-words-in-your-client-conversations/)
- [Avoiding Email Address Dilemmas](https://practiceuponline.com/2021/09/avoiding-email-address-dilemmas/)
- [Launching Your Practice with Your MVP (Probably NOT What You Think!)](https://practiceuponline.com/2021/08/launching-your-practice-with-your-mvp-probably-not-what-you-think/)
- [Consider This: Giving Advice, Making Decisions, and Nuance](https://practiceuponline.com/2021/07/consider-this-giving-advice-making-decisions-and-nuance/)
- [Takers vs Givers: Far More Than Nuance for Advocates and Care Managers](https://practiceuponline.com/2021/06/takers-vs-givers-far-more-than-nuance-for-advocates-and-care-managers/)
- [Penny Wise, Pound Foolish, Lost Opportunity](https://practiceuponline.com/2021/06/penny-wise-pound-foolish-lost-opportunity/)
- [What's Next? Managing Client Expectations](https://practiceuponline.com/2021/05/whats-next-managing-client-expectations/)
- [Security, Efficiency, and Headache Prevention, Too](https://practiceuponline.com/2020/02/security-efficiency-and-headache-prevention-too/) - Passwords can drive us crazy, but difficult ones are important for keeping us safe. Using a password manager can make difficult passwords easier to manage.
- [Maximizing Your Star Power!](https://practiceuponline.com/2021/04/maximizing-your-star-power/)
- [The Folly of a Free Consultation](https://practiceuponline.com/2021/04/the-folly-of-free-consultation/)
- [Emailing to Groups - What Is or Isn't Kosher](https://practiceuponline.com/2019/09/emailing-to-groups-what-is-or-isnt-kosher/) - All kinds of problems can crop up for you and your business if you don't send group emails professionally. Learn how to avoid problems and do it right.
- [Aye, Aye, Aye - Don't Begin with "I"!](https://practiceuponline.com/2021/03/aye-aye-aye-dont-begin-with-i/)
- [HIPAA or PIPEDA at Your Fingertips](https://practiceuponline.com/2021/02/hipaa-or-pipeda-at-your-fingertips/)
- [How Building Your Practice Can Be as Simple as Answering "Why?"](https://practiceuponline.com/2021/02/how-building-your-practice-can-be-as-simple-as-answering-why/)
- [In How Many Directories Should You and Your Practice Be Listed?](https://practiceuponline.com/2021/01/in-how-many-directories-should-you-and-your-practice-be-listed/)
- [Turn Criticism Into Gold](https://practiceuponline.com/2020/12/turn-criticism-into-gold/) - Embrace and act on feedback from clients even when it's negative.
- [Do You Make These Simple, Very Unprofessional, Errors?](https://practiceuponline.com/2020/11/do-you-make-these-simple-very-unprofessional-errors/)
- [The Easiest Newsletter in the World](https://practiceuponline.com/2020/08/the-easiest-newsletter-in-the-world/) - Newsletters don't have to be overwhelming uses of your time! Here are some ideas for sending effective newsletters without be time investments.
- [Saving Your Practice (and Sleeping at Night)](https://practiceuponline.com/2020/09/saving-your-practice-and-sleeping-at-night/) - Learn to protect your website and online presence.
- [Making Sure Potential Clients Can't Phone You](https://practiceuponline.com/2020/10/making-sure-potential-clients-cant-phone-you/) - Make sure your phone number is easy to read!
- [How to Ruin Your Own Advocacy Practice Success](https://practiceuponline.com/2020/07/how-to-ruin-your-own-advocacy-practice-success/) - It's too easy to depend on word of mouth for our marketing, and that can become a problem. Learn more about why it's a problem and what to do instead.
- [Plant One Seed a Day to Grow Your Practice](https://practiceuponline.com/2020/06/plant-one-seed-a-day-to-grow-your-practice/) - Take five minutes each day to expand your clientele. Here's how.
- [Certified? Need CEs or CEUs?](https://practiceuponline.com/2020/05/certified-need-ces-or-ceus/) - If you need CEs / CEUs to maintain your advocacy or care management certification, you're invited to help us help you!
- [Your Location - an Important Part of Your Web Presence](https://practiceuponline.com/2020/05/your-location-an-important-part-of-your-web-presence/) - Making sure your website visitors know where you are located is great for SEO, even if their own location isn't relevant to your work.
- [Home Schooling for Advocates and Care Managers](https://practiceuponline.com/2020/04/home-schooling-for-advocates-and-care-managers-too/) - If you're self-quarantined and looking to improve your business or advocacy skills, then it's a great time to take online courses.
- [Pandemic! Improve Your Service to Clients and Grow Your Practice](https://practiceuponline.com/2020/04/pandemic-improve-your-service-to-clients-and-grow-your-practice/) - How can you keep your care management or advocacy practice afloat, serving your clients, and keeping up with business, during a pandemic?
- [An Important - and Immediate - Pandemic-Related Marketing "Must-Do" for Advocates and Care Managers](https://practiceuponline.com/2020/03/an-important-and-immediate-pandemic-related-marketing-must-do-for-advocates-and-care-managers/) - Advocates and care managers need to update websites directory listings to inform their potential clients of their ability to help with coronavirus or COVID 19.
- [How to Avoid Being a Brainsucker](https://practiceuponline.com/2020/02/how-to-avoid-being-a-brainsucker/) - Learn to communicate with medical professionals in a respectful way - both showing respect and commanding respect.
- [How Alphabet Soup Can Spell Success](https://practiceuponline.com/2020/01/how-alphabet-soup-can-spell-success/) - Potential clients are impressed by the letters after someone's name: RN, BCPA, and others. Here is how and why to use them, and how to earn them if necessary.
- [If Prospective Clients Go Cross-eyed They Won't Hire You](https://practiceuponline.com/2019/11/prospective-clients-vision/) - Here are some ways to be sure your marketing addresses the vision requirements of your target audience.
- [End-of-Year Clean Up, and a Tiny Detail That Speaks Volumes](https://practiceuponline.com/2020/01/end-of-year-clean-up-and-a-tiny-detail-that-speaks-volumes/) - One tiny detail, when left undone, will speak too loudly about your attention to detail, or lack thereof. What's the detail and how can it be fixed?
- [K.I.S.S. in the New Year](https://practiceuponline.com/2019/12/k-i-s-s-in-the-new-year/)
- [Who Are You and Why Are You Here?](https://practiceuponline.com/2019/12/who-are-you-and-why-are-you-here/) - It's up to us to be sure our clients, and all those people with whom we coordinate their care, know exactly who we are, and that we belong in the relationship.
- [Serchers Cant Spel - Let's Make That Fact Work for Us!](https://practiceuponline.com/2019/11/serchers-cant-spel-lets-make-that-fact-work-for-us/) - If someone looks for you online, but they can't spell - will they find you anyway? Here's how to make sure they do.
- [A One Word Action Step For Us All](https://practiceuponline.com/2019/11/a-one-word-action-step-for-us-all/) - This one word, when taken as instruction, can save you time, and money, and save others time and money, too.
- [A Creepy, but Useful, Time and Payment Tip (in Time for Halloween!)](https://practiceuponline.com/2019/10/scope-creep/) - It's so difficult to estimate the time you will spend with a client accurately. When your time expands, it may be "scope creep" - and we have some suggestions for that.
- [Let Others Sing Your Praises](https://practiceuponline.com/2019/10/let-others-sing-your-praises/) - There are many benefits to letting others promote your work. Here are some simple solutions to capturing their good thoughts about your work.
- [Here a Hacker, There a Hacker - How Hackers Will Affect Your Practice (Even if You Don't Think They Can)](https://practiceuponline.com/2019/10/hackers-affect-advocacy-practice/) - There has been a major shift in how search engines (esp Google) assess websites and security. What do you need to know to update your advocacy website?
- [Use the Calendar for Your Marketing](https://practiceuponline.com/2019/10/use-the-calendar-for-your-marketing/) - Specific times of the year, or specific dates, lend themselves to some great advocacy and care management promotion. You use your calendar for great promo!
- [Non-Profit - Rarely the Right Choice for Your Practice](https://practiceuponline.com/2019/09/non-profit-rarely-the-right-choice-for-your-practice/) - Many new advocates think that establishing a non-profit organization to offer their advocacy is the answer to their biggest fear in going into business. Not so.
- [Don't Lose the Contact Needle in Your Website Haystack](https://practiceuponline.com/2019/09/dont-lose-the-business-needle-in-your-website-haystack/) - Searchers decide whether to spend time on your website within 3 seconds. So why make your contact information hard to find? This advice will make it easier.
- [A Third Ba-a-a-ad Habit (with a Simple Fix)](https://practiceuponline.com/2019/08/a-third-bad-habit-with-a-simple-fix/) - Of all the bad habits that need fixing, this is the easiest to do. Once you embrace it, you'll begin seeing results right away.
- [How Do You Get to (the Advocate's Version of) Carnegie Hall?](https://practiceuponline.com/2019/08/how-do-you-get-to-the-advocates-version-of-carnegie-hall/) - If you want to succeed, there are certain speaking skills you need. So how can you develop those skills? Learn an easy way to know exactly what to say.
- [Solve the Mystery - Don't Make Them Guess!](https://practiceuponline.com/2019/08/solve-the-mystery-dont-make-them-guess/) - If your communications aren't clear, you will lost business. Here is some help for making sure you are clear, and that the people you work with understand.
- [Ask and Track - a Simple Trick to Save Time or Money](https://practiceuponline.com/2019/09/ask-and-track-a-simple-trick-to-save-time-or-money/) - How do you know if your time and money are worth your efforts? This simple trick can help you figure that out.
- [Does Your Phone Number Match Your Location?](https://practiceuponline.com/2019/07/does-your-phone-number-match-your-location/) - If you say you are local, but your phone number says something different, you will violate trust.
- [Overcoming Ba-a-a-ad Habits That Sabotage Your Success](https://practiceuponline.com/2019/07/overcoming-ba-a-a-ad-habits-that-sabotage-your-success/) - Being too helpful will get in the way of success. Learn how to talk to a potential client without giving away too much information.
- [Another Ba-a-a-ad Habit That Will Sabotage Your Success](https://practiceuponline.com/2019/08/another-ba-a-a-ad-habit-that-will-sabotage-your-success/) - Never ever share your hourly rate during a first phone call with a potential client. Doing so guarantees you'll hang up with no contract.
- [More Professional Email Tips](https://practiceuponline.com/2019/07/more-professional-email-tips/) - Your email address says a lot about you and your level of professionalism. Here are some tips for making sure you come across as professional as you are.
- [What Could Go Wrong? Managing Expectations. Establishing Boundaries](https://practiceuponline.com/2019/06/what-could-go-wrong-managing-expectations-establishing-boundaries/) - What happens when your client-patient is one person, but the actual payer for your services is another? What do you "owe" to either one? Here's one answer.
- [Case Matters](https://practiceuponline.com/2019/06/case-matters/) - When it comes to using capital letters or lower case letters, you can make life easier, and allay confusion, by paying attention to when you use which.
- [Rubbing Elbows](https://practiceuponline.com/2019/06/rubbing-elbows/) - Professionals must participate in networking activities to maintain their levels of professionalism. Here are options for private patient advocates.
- [Come Again?  Garbled Words Drive Prospective Clients Away](https://practiceuponline.com/2019/06/come-again-garbled-words-drive-prospective-clients-away/) - Telephone manners: Be careful when you leave messages for others. If they don't understand you, you may lose business.
- [Thinking Beyond Can Enhance Your Reputation and Make You a Hero](https://practiceuponline.com/2019/05/thinking-beyond-can-enhance-your-reputation-and-make-you-a-hero/) - When our clients need non-medical assistance, there are opportunities to make us appear to be heroes - win win for all involved.
- [Great Promo: Getting a Heads UP! on Journalist Requests](https://practiceuponline.com/2019/05/great-promo-getting-a-heads-up-on-journalist-requests/) - Make media content providers (journalists, reporters, writers) come to you for help when they need an expert to quote. We make it easy for you.
- [Where In the World Are You Today?](https://practiceuponline.com/2019/05/where-in-the-world-are-you-today/) - An easy way to be sure when patients reach out to you that they know exactly when they will hear back from you and you don't feel pressure to respond immediately.
- [The Third Question to Ask a Prospective Client](https://practiceuponline.com/2019/05/the-third-question-to-ask-a-prospective-client/) - Track your marketing by asking this simple question, then recording the answers. Over time it may save you time and money
- [Be Professional AND Safe](https://practiceuponline.com/2019/04/be-professional-and-safe/) - Easy and inexpensive steps to take to protect your personal and family security.
- [The Solution to the Paralysis of Analysis](https://practiceuponline.com/2019/04/the-solution-to-the-paralysis-of-analysis/) - If you just can't get your advocacy practice off the ground because you're reluctant to take the leap, here's a way to build some of confidence you need.
- [Be Your Own Billboard](https://practiceuponline.com/2019/03/be-your-own-billboard/) - Quick and easy promotional ideas for your advocacy services... and no, no sandwich boards involved!
- [Document, Document, Document](https://practiceuponline.com/2019/03/document-document-document/) - Your client's successful outcomes, and your success as an advocate may rest in this piece of advice: document, document, document!
- [Help Your Clients Save Money on Income Taxes](https://practiceuponline.com/2019/03/help-your-clients-save-money-on-income-taxes/) - Can your clients deduct your services from their taxes? The answer may lie in the tax deduction for guide dogs for the blind.
- [Always Always Your First Response](https://practiceuponline.com/2019/02/always-always-your-first-response/) - So often our immediate response to someone's need is to kick into gear with answers and solutions. But there is another response that SHOULD come first.
- [How Your Voice Can Ruin Your Practice](https://practiceuponline.com/2019/02/how-your-voice-can-ruin-your-practice/) - Changing our voices to address the people we are talking to comes naturally. But our tendancies to talk "down" to some people can get in the way of success.
- [Ask for the Money](https://practiceuponline.com/2019/04/ask-for-the-money/) - You must learn to ask for the money due to you. Here are tips for making that easier.
- [He's In the Room and Has a Name](https://practiceuponline.com/2019/04/hes-in-the-room-and-has-a-name/) - Don't let the provider ignore your client.
- [A Simple Switcheroo](https://practiceuponline.com/2019/02/a-simple-switcheroo/) - Sometimes we have trouble logging in to websites because our IDs and passwords keep defaulting to old information. Here's an easy way to get past that.
- [How Will You Go OUT of Business? And Why Think About It Today?](https://practiceuponline.com/2019/02/how-will-you-go-out-of-business/) - Planning how you want to go out of business should affect the business decisions you make today.
- [Comment on Blog Posts and Articles](https://practiceuponline.com/2019/01/comment-on-blog-posts-and-articles/) - Exhibiting our knowledge and expertise is an important task for advocates and care managers. Why? And how?
- [Just Say NO](https://practiceuponline.com/2019/01/just-say-no/) - We are asked to do favors and tasks frequently for which we really should not be wasting our time and talents. When is it time to just say NO?
- [Finding Time (Squirrel!) is All in Your Attitude](https://practiceuponline.com/2019/01/finding-time-squirrel-is-all-in-your-attitude/) - We are all pressed for time - all the time. All business owners are! Here are some easy steps you can take to better manage your time.
- [Oops!](https://practiceuponline.com/2019/01/oops/) - You've made a mistake. Serious, or not so serious. Now what should you do? How should you react in order to retain your professionalism- and your client?
- [The First Question to Ask a Potential Client](https://practiceuponline.com/2019/01/the-first-question-to-ask-a-potential-client/) - A potential client calls you. You can spend an hour and not get the response you need. Or you can decide within 2 minutes if you should go further. How?
- [Leave Transportation to the Professionals](https://practiceuponline.com/2019/01/leave-transportation-to-the-professionals/) - Say your client needs a ride to her appointment. It would be so easy for you to drive her yourself! But that's folly. Here's what to do instead.
- [Create Your Authority in Search Engines](https://practiceuponline.com/2019/01/create-your-authority-in-search-engines/) - Search engines respond significantly to the authority they think you have, so how can you boost your authority to make them pay attention?
- [Friends Aren't Clients](https://practiceuponline.com/2019/01/3-friends-arent-clients/) - "My friend has this problem. Will you help her?" Your response may result in spinning your wheels, or it may be productive. Here's how to elicit the win-win.
- [Make Your Searches Work Harder](https://practiceuponline.com/2018/12/2-better-searches/) - It can be frustrating trying to find the search results you need. But the information may be there - you just don't know how to find it. We'll show you how.
- [Use a Professional Email Address](https://practiceuponline.com/2018/12/1-email-address/) - Using a professional email address says a great deal about your professionalism. Using the wrong email address speaks loudly too. Choose the best for you.

## Pages

- [PracticeUP! Online: Online Courses for Health and Patient Advocates and Care Managers](https://practiceuponline.com/) - Online courses - Learn the skills you need to be an independent health or patient advocate or care manager. Start your own private practice as an advocate.
- [Practice UP! Online Courses List](https://practiceuponline.com/course-list-alphabetical/)
- [Pricing for APHA Members](https://practiceuponline.com/pricing-apha-members/) - Cost of courses, discounts, how to make payment, and our refund policy.
- [Bootcamps](https://practiceuponline.com/bootcamps/) - In person coaching and mentoring in small groups to help you start and grow your advocacy or care management practice.
- [Pricing and Payment for Practice UP! Courses](https://practiceuponline.com/pricing-payment/) - Cost of courses, discounts, how to make payment, and our refund policy.
- [ICOPA 2022](https://practiceuponline.com/icopa/) - Learn more about being a part of the Practice UP! teaching team.
- [Meet Our Practice UP! Instructors](https://practiceuponline.com/instructors/) - Practice UP! instructors are experts in their fields and adept at teaching what they know. Some of the best known names in advocacy and care management are found here.
- [Practice UP! Privacy Policy](https://practiceuponline.com/privacy-policy/)
- [testing BSR](https://practiceuponline.com/testing-bsr/)
- [Request a Course](https://practiceuponline.com/request/) - Practice UP! wants to support your knowledge and skill needs. What do you wish we would offer that you con't already see on this site?
- [Where to Find Help](https://practiceuponline.com/support/) - Basic support so you can help yourself.
- [PUP Tips -Opt-Out](https://practiceuponline.com/notices-signup/tips-opt-out/)
- [General PUP-Opt-Out](https://practiceuponline.com/notices-signup/general-pup-opt-out/)
- [Making Payment by Check, Bank Check, or Money Order](https://practiceuponline.com/pricing-payment/payment-instructions/) - Cost of courses, discounts, how to make payment, and our refund policy.
- [Practice UP! Terms & Conditions](https://practiceuponline.com/practice-up-terms-conditions/)
- [Teach for Practice UP!](https://practiceuponline.com/instructors/teach/) - Learn more about being a part of the Practice UP! teaching team.
- [Frequently Asked Questions](https://practiceuponline.com/frequently-asked-questions/) - Find answers to questions about our courses, our instructors, CEs/CEUs, pricing, content, and more.
- [Do You Need to Earn CEs (CEUs?)](https://practiceuponline.com/ce-ceu-survey/)
- [About Practice UP! for Advocates and Care Managers](https://practiceuponline.com/about/) - Practice UP! is the premier online education resource supporting the profession of independent patient and health advocacy and care management.
- [Sign Up for Notices](https://practiceuponline.com/notices-signup/) - Independent, private health and patient advocates and care managers will find courses, workshops, podcasts, and other forms of instruction to improve their practice success and service to clients.

## Site Builder

- [Ooops!](https://practiceuponline.com/astra-advanced-hook/ooops/)

## Tags

- [transportation](https://practiceuponline.com/tag/transportation/)
- [mistakes](https://practiceuponline.com/tag/mistakes/)
- [empathy](https://practiceuponline.com/tag/empathy/)
- [income taxes](https://practiceuponline.com/tag/income-taxes/)
- [bootcamps](https://practiceuponline.com/tag/bootcamps/)
- [safety](https://practiceuponline.com/tag/safety/)
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