Philadelphia Workshops – Follow Up Information

So great to meet you during the APHA workshops in Philadelphia!

Thanks for being such a great group of students, and for the excellent information and
gratifying comments you provided on your evaluations.

What a joy it was to spend time with you!


Here is your follow-up information, as promised:


To download each of these presentations, please RIGHT click (or control-click on a Mac) – and download them to your computer. They are all pdfs and are rather large files. Some of the slides (without content you need) have been removed.

Additional Notes

New! Questions Recorded During our Workshops- with Some Answers

(Thanks to Patrice and Diane!)

  1.  Will certification require an applicant to have professional insurance?
    A. No. (as per the Patient Advocate Certification Board, 9/12/2016)
  2. Use of the terms “professional” and “advocate” in a company name or to file a LLC or PLLC – does this require licensure?
    A. See the answer below from Steve Okey, our APHA Legal Advisor
  3. The 2015 Survey of Advocates (includes income figures and job satisfaction):
  4. Statistics about the success of having advocates involved with patients:  See this blog post – in the middle, bolded, where it says We now have some research on our side, too”

Also, two books of interest:

  • Being Mortal by Atul Gawande
  • The Patient’s Playbook by Leslie D. Michelson

Question number 2 above – the question as asked:


The answer as provided by Steve: