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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What Gator Head Windchimes Can Teach Us About a Healthy Advocacy Practice

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My husband and I moved 14 months ago to Florida. Since then, each time I’ve been on the highway, I’ve seen billboards which have fascinated me. They advertise the Florida Citrus Centers which are roadside tourist stops where you can buy (yes, you guessed it) – oranges, grapefruit, limes and other fruit, plus other Florida-related souvenirs.

But until last week, I had never stopped at one of the Citrus Centers, despite a 14 month curiosity…

The curiosity is right there on that billboard photo above: Gator Head Wind Chimes. What on earth would an alligator head wind chime look like? Would it be one alligator head with wind chimes hanging off it? Or would it be a big circle with alligator heads hanging from it, knocking against each other to create the “chime”? (clunk, clunk, clunk)

Then, of course, because my family members are all a little whacky, with great senses of humor, I pictured my brother-in-law opening one of these monstrosities for Christmas… Just thinking about it made me laugh out loud! I had to get one!

Last week my husband and I left for our vacation, driving north to visit family and friends. As soon as we hit the highway, we saw the first of those billboards….

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Part IV: The Dirty Dozen Skills, Abilities, and Attributes of Successful Health and Patient Advocates and Care Managers

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And, finally, the fourth and last in our series of skills, abilities and attributes that all successful advocates and care managers must.

We’re wrapping up with 3 additional concepts that are important to the success all private advocacy and care management practices.  Yes – I know the total will be 16 (and we promised only a dirty dozen!) – see Part I about my inability to count 🙂 )

Which of these describe you and your abilities?  Which of them do not?  Where do you go from here?

Do your own assessment! 

 

14.  Never forget  your Allegiance. Allegiance is the foundation of a private, independent advocate’s or care manager’s work; that is – because the patient or caregiver (or someone else whose sole allegiance is to the patient) hires you, your entire focus is on what’s best for him or her.

That is the one major distinction between private, independent professionals and those who work for an organization that profits from the healthcare system. Hospital advocates, insurance advocates – their allegiance is to the companies and systems they work for. While their hearts may be in the right place, and patients may THINK they are being helped, these system-paid advocates are too often, even frustrating to them, unable to offer the best help.

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Part III: The Dirty Dozen Skills, Abilities, and Attributes of Successful Health and Patient Advocates and Care Managers

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Yes, Part III, as promised in our second installment when we continued with three additional attributes of successful advocates.

This week we are concentrating on marketing skills. Many readers know I believe most assuredly that no advocate can successfully establish an independent, private practice unless he or she effectively markets his or her abilities and availability. Period.

Which of these describe you and your abilities?  Which of them do not?  Where do you go from here?

Do your own assessment! 

 

8. Effective marketing begins with good and consistent branding.  Good branding is not just about images, logos, colors, or tag lines. Good branding is about behavior: being trustworthy, keeping promises, being consistent, showing up, following through, finding the right resources – all those important behaviors you expect from a professional.

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Part II: The Dirty Dozen Skills, Abilities, and Attributes of Successful Health and Patient Advocates and Care Managers

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Yes, Part II, as promised in our first installment last week when we began with the first four attributes of successful advocates.

Find Part I of the Dirty Dozen.

Which of these describe you and your abilities?  Which of them don’t?  Where do you go from here? Do your own assessment! 

 

Part II:  Abilities of Success Health/Patient Advocates and Care Managers

5. Health and patient advocates and care managers have an intimate understanding of the healthcare system. 

Important – I do not mean you must understand medicine. In fact, you really don’t need to understand medicine – as in diagnosis or treatment – to be successful. That’s why you don’t need to be a doctor or nurse or have another clinical background to build a successful advocacy practice. Successful advocacy is about understanding THE SYSTEM, not medicine.

You must understand how to work the system to get your client what she needs. That may mean you know the least expensive MRI locations, or it may mean you know how to get an appointment with Dr. Specialist.  It may mean you know how to work with insurance reps to get a claim approved, or it may mean you know how to find better pricing for Mrs. Smith’s prescription drugs. Maybe you need how to access a hospital’s chargemaster, or line up DRGs, CPTs, and RVUs.

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