The Essential Patient Advocate Checklist: What You Need to Be Truly Effective
The Essential Patient Advocate Checklist: What You Need to Be Truly Effective Being a patient advocate isn’t just about caring — it’s about being organized, strategic, and prepared. Whether you’re advocating for yourself, a loved one, or clients through AKG Advocacy, the most successful advocates rely on more than just documentation. The Patient Advocate Success Checklist 1. Documentation & Recordkeeping A great advocate ALWAYS keeps: Copies of all letters, EOBs, denial notices, and medical records A call log with names, dates, departments, and reference numbers Screenshots of portals, messages, and errors Notes from every appointment and phone call A secure storage system (digital or paper) Documentation is your strongest form of protection. 2. Knowledge of Rights & Regulations Successful advocates understand: HIPAA and medical privacy rules How to request medical records Medicare/Medicaid basics Insurance appeals and grievance processes ...