SAFE! … or Maybe Not?

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Safety has been on my mind this week. It’s one of those concepts that, when related to patient advocacy and care management, can be applied in so many ways, with not so many easy answers.

What kind of safety?  Physical safety, of course.  AND financial safety.

Whose safety?  Your clients’ safety, of course.  AND yours.

The questions aren’t so much about what is safe, or what isn’t.  The questions are about judgment, timing, and consequences, and recognizing safety issues when the problems are obvious – vs – those times that are less obvious that we might miss all together – and what will happen if we aren’t paying attention.

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My Person! My People! Building Partnerships, Expanding Your Practice

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Are you a TV watcher?  I am. Big time. I love TV.  And because of that, more often than I care to admit, I draw inspiration from TV shows and characters. (As a side confession here, we’ve been binge-watching The West Wing, and have found that comparing it to today’s presidential politics is like marrying whiplash to an out-of-body experience. Right? But I digress….)

Today we’re going to draw inspiration from three very different, very diverse TV personalities or characters:  weatherman Al Roker from the Today Show, Elmo from Sesame Street, and Meredith Gray of Gray’s Anatomy.

Stay tuned… we’ll return to them in a moment after a word from…

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Wind, Rain, Destruction – and Metaphors

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APHA members received a note from us this week with some expectation management. That is… we’re prepared, and are hunkering down, for Hurricane Irma. Our offices, located in Central Florida, will likely lose power over the next few days as Irma makes her way through; meaning, of course, that office communication may come to a standstill until power is restored.

Honestly – it’s like knowing you’re about to get a tooth pulled. There’s pain before, you know there will be pain after, and you’re just waiting for it to be over with so you can get on with life, but with that additional dread of not knowing exactly what kind of pain you’ll be dealing with in the aftermath.

What??  Like getting a tooth pulled?  Yes – metaphorically – that’s exactly what waiting for a hurricane is like. Take it from me!

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Saying No and Refusing to Serve: How to Draw That Line

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If we have learned anything about ourselves in the past 10 days, it’s that there are some people in this world we will never be able to understand or condone. Between the skirmishes in Charlottesville, VA, and the killings in Barcelona and elsewhere; I am reminded that I will NEVER understand hate. I will NEVER condone racism, or neo-nazi-ism, or jihad, or white supremacy – or killing. Period.

As I watched it all unfold through the news, I asked myself, What would I do if one of those people whose attitudes and opinions I find so repugnant asked me to be their advocate?

The answer came easily. I would say no. 

I’m guessing that most of you would want to say NO, too – but would not know how to do so. So I am providing you here with justification and tactics to effectively, legally, and ethically draw a line between who we will, and who we won’t, provide advocacy services to.

Who we WILL work with – is fairly easy.  We’ll serve almost anyone who needs our skill set, in a geography we can serve, who is willing to sign our contract, who can afford to pay us to do that work.

Who we WON’T or DON’T WANT to work with – is more complex, in particular because of our Code of Ethics and Professional Standards, and possibly because of the law.

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Do You Pass the Trust Muster? Says Who? Announcing Background Checks for Health Advocates

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We were all there at one time; that point in early adulthood when we realized we needed someone to guide us as we saved money for our futures and retirement. We didn’t understand much (if anything at all) about investing, or 401Ks or IRAs or REITs or annuities. We were confused. We thought we would miss something important.

We needed an expert – an investment advisor!  Someone who truly understood all this investing and saving stuff, terminology, possibilities, to help make it happen…. Someone who could hold our hands over time as needed….

Someone we could trust with our money. Someone we would trust to hold our futures in their hands.

A VERY tall order!

So how did we find that right person?  We asked friends and others we trusted if they could recommend someone. We might have interviewed a few advisors. These days, many people go to the Internet to try to figure it out. But most of us didn’t have that tool when we started saving, so we relied on recommendations, and sometimes on credentials they had earned, or bonds they held.

For most of us it probably worked out just fine. If the first one or two didn’t work out as we liked, we had the liberty of making a change. Many variables including our working track records, our ability to set money aside, and the knowledge and abilities of that person we eventually trusted to recommend investments have affected our savings as time has gone on. For most of us, it remains to be seen whether we made the right choices for the long haul.

But clearly – our entire financial futures have been predicated on our abilities to find the right person to TRUST with our money.

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