The First Question to Ask a Potential Client

How exciting! You’ve got a real live potential new client on the phone… you dive right in and begin asking questions, letting them answer, listening carefully, taking copious notes… a good start, right? The potential new client seems very ready to speak with you. He seems to know just how to answer your questions. He seems pretty savvy about what the advocate-patient relationship might look like.  What a joy! Or…. is it?

Leave Transportation to the Professionals

image of a scared passenger

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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