Information & Expectations

Frequently Asked Questions & Policies

Clear expectations help us provide thoughtful, personalized advocacy and support for every client and family.

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Questions families ask before reaching out

A private patient advocate is an independent professional who works directly for the patient and family — not for a hospital, insurer, or health system. As a registered nurse with a Master of Science in Nursing, I help you understand diagnoses in plain language, prepare for important medical appointments, coordinate communication across your physicians, follow up on referrals and test results, and act as a steady clinical guide during complex or high-stakes decisions.

For most families navigating a serious diagnosis, multiple specialists, a hospital stay, or an aging parent's changing health, the answer is yes. A private nurse advocate reduces avoidable medical errors, prevents details from falling through the cracks between providers, shortens the time it takes to get to the right plan, and gives the family back time, sleep, and peace of mind. Many clients say the real value is not just clinical — it is the calm of finally having one knowledgeable person in their corner.

A nurse brings a clinical lens that non-clinical care managers cannot. I maintain an up-to-date picture of every diagnosis, medication, specialist, and pending test in one place. I communicate directly with provider offices, reconcile conflicting recommendations, track referrals and results to completion, and translate medical decisions into language the patient and family can act on. The result is care that actually moves forward, instead of stalling between visits.

Start by gathering a clear picture: a current medication list, every provider's name and contact, recent diagnoses, and the decisions your parent wants to make for themselves. Then identify where the system is creating risk — missed follow-ups, confusing medications, conflicting specialist advice, or repeated trips to urgent care. A private nurse advocate can step in as the local, clinical point of contact for your parent in Marin County or Petaluma, even when the adult children live elsewhere, so the family is informed without anyone having to play medical interpreter.

That feeling is almost always a sign of an uncoordinated system, not a personal shortcoming. When a patient sees three, five, or seven providers across UCSF, MarinHealth, Kaiser, Sutter, Stanford, and private practices, no single person is automatically steering the ship. As a private nurse advocate, I become that single point of accountability — holding the full clinical picture, asking the questions specialists do not have time for, and making sure decisions made in one office reach the others.

Yes. I attend medical appointments in person throughout Marin County and Petaluma, and by phone or video for clients anywhere in the United States. Before the visit, we agree on the decision the appointment needs to produce and the questions that must be asked. During the visit, I listen with a clinical ear and clarify recommendations in real time. Afterward, you receive a plain-language written summary so nothing important is lost.

Care coordination is the deliberate work of making sure every provider involved in a patient's care is operating from the same plan. In practice that means tracking referrals, results, and medication changes; ensuring recommendations from one specialist reach the next; preventing duplicate tests; and surfacing gaps before they become problems. Uncoordinated care — not bad care — is the most common source of preventable harm in modern medicine, which is why a single accountable nurse advocate makes such a measurable difference.

A workable system has four parts: one current medication list, one summary of active diagnoses and recent events, one running list of open items (referrals, results, follow-ups), and one designated point of contact who actually owns the follow-through. Most families can build the first three. The fourth — sustained, clinical follow-through across many providers — is exactly where a private nurse advocate adds the most value, especially during a new diagnosis, a hospital discharge, or a chronic illness that is slowly evolving.

Engagement & Policies

Questions about working together

A private nurse advocate offers personalized healthcare guidance grounded in clinical experience. We help patients and families understand diagnoses, coordinate care across providers, and navigate complex medical systems with clarity. Our role is to support thoughtful decision-making during transitions, treatment planning, and the moments when health questions feel most overwhelming.

While traditional care management often focuses on coordinating services and logistics, my role as an MSN-prepared nurse advocate also brings clinical insight, healthcare navigation, medical communication, and patient-centered advocacy into the process. I help families not only manage care, but understand it — especially during complex, emotionally overwhelming, or high-stakes medical situations. Many families come to me when they need both compassionate support and someone who can help interpret and navigate the medical side of care.

We work with aging parents and their adult children, individuals living with chronic or medically complex conditions, families managing care from a distance, caregivers seeking clinical perspective, and patients navigating hospital admissions, discharges, or transitions of care.

Engagement follows three clear steps. First, a complimentary discovery call — a brief, no-obligation conversation to understand your situation and confirm fit. Second, the Comprehensive Care Advocacy Assessment ($1,200), a paid clinical intake that establishes the foundation for advocacy. From there, you choose one of two paths: pay-as-you-go packages scheduled only as needed, or Active Care Coordination membership for ongoing access between visits. We decide together which fits on a call.

Yes. The discovery call is offered at no cost and with no obligation. It is a brief, private conversation to learn about your situation, answer initial questions, and determine whether our advocacy is the right fit before any paid services begin.

The Comprehensive Care Advocacy Assessment is a $1,200, one-time paid clinical intake that includes a thorough review of medical history, current providers, medications, and care goals. It produces a written care plan and tailored advocacy recommendations, and is the foundation for any ongoing support.

After the Comprehensive Care Advocacy Assessment, there are two paths. Pay-as-you-go: the Recheck / Reassessment Package ($800 — prep call, one-hour visit, and chart deep dive) when circumstances change, and the Appointment Advocacy Package ($450 plus travel for in-person visits — prep, attendance, and a written debrief) for visit support. Or Active Care Coordination membership: ongoing access to me between visits, with regular touchpoints, proactive coordination across your providers, and priority messaging. Membership is quote-only and discussed on a call.

No. We do not provide medical treatment, prescribe medications, or offer emergency care. Our advocacy complements the care of your physicians and clinical teams. For any urgent or life-threatening concern, please call 911 or seek immediate medical attention.

We communicate through phone calls, email, secure text messaging, and scheduled consultations. The cadence and channels are agreed upon at the start of each engagement and adjusted as needs evolve.

Response expectations are outlined clearly during onboarding. Communication generally occurs during business hours unless other arrangements have been made. Our services are not intended for emergencies.

Yes — your healthcare team welcomes independent advocates by your side, and I travel directly to your appointments to support you in person. The Appointment Advocacy Package is $450 per appointment and includes prep, attendance (in person locally or virtually anywhere in the U.S.), and a written debrief afterward — a bundled package, not a flat fee to simply show up. In-person visits include a distance-based travel fee to cover travel time; virtual sessions don't. We'll discuss what's appropriate during your Comprehensive Care Advocacy Assessment.

Yes. Virtual advocacy and care coordination are available to families across the country. Travel-based or in-person support may be arranged separately when the situation calls for it.

Some situations may call for a Recheck / Reassessment Package or a customized support arrangement based on the level of coordination and time involved. We approach these conversations openly, with the patient's and family's well-being as the priority.

No. I'm a private patient advocate. I don't diagnose, treat, or prescribe, and I'm not providing legal, financial, or tax advice. My role is to help you understand your situation, coordinate your care, and make sure your medical team has the full picture. Your treating physicians and other licensed professionals remain responsible for your medical, legal, and financial decisions.

Yes. Client privacy is treated with the utmost respect. Health information is handled professionally and securely, in alignment with HIPAA standards and the discretion families rightly expect from concierge-level care.

Our Policies

Thoughtful Practices, Clearly Shared

Communication

Calls, secure messages, and email are handled during business hours, with response expectations clarified at the start of our engagement. Messaging support is intended for brief care coordination questions and non-urgent communication; more extensive coordination or crisis-level support may be best served through additional flat-fee sessions. Our services are designed for thoughtful, planned support and are not a substitute for emergency care.

Payment

The discovery call is complimentary. The Comprehensive Care Advocacy Assessment ($1,200) is a one-time paid engagement processed through our secure payment system. Ongoing services — the Recheck / Reassessment Package ($800, including a prep call, one-hour visit, and chart deep dive) and the Appointment Advocacy Package ($450 plus travel for in-person visits, including prep, attendance, and a written debrief) — are billed as scheduled. Active Care Coordination membership is quoted individually. Invoices are itemized and shared in advance whenever possible.

Cancellation & Scheduling

Scheduled sessions may be rescheduled with at least twenty-four hours of notice as a courtesy to other clients.

Boundaries of Service

We provide advocacy, education, and care coordination. We do not replace the care of treating physicians, provide direct home nursing, or offer emergency response. This clarity allows us to do our work well.

Additional Services

Travel, extended coordination, hospital-side advocacy, and after-hours support may be arranged on request and are billed separately. We'll always confirm scope and cost together before any work begins.

Privacy & HIPAA

Personal health information is protected, stored securely, and shared only with the people you authorize. We follow HIPAA standards and maintain the discretion expected of a private clinical relationship.

Our Goal Is Thoughtful, Professional Support

We believe clear communication and professional boundaries allow us to provide calm, consistent, high-quality advocacy for every client and family we serve.

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