Independent patient advocate services are priced at an hourly rate. Package pricing is also available, with final pricing depending on the specific services selected. This tiered pricing structure allows for customization based on the client’s unique needs, with different packages offering a tailored combination of advocacy services to best support the patient.
Receiving a new or complex diagnosis often leaves patients with more questions than answers — and a gap between what their provider communicated and what they are able to fully absorb.
Diagnosis research translates your diagnosis into plain language, drawing on credible peer-reviewed sources to build a clear picture of your condition: what it is, how it typically presents and progresses, what factors influence its course, and what questions remain most important to bring back to your care team.
The goal is not to replace your provider’s clinical guidance — it is to ensure you arrive at your next appointment as an informed, prepared participant in your own care.
Treatment decisions are most powerful when made with a full understanding of what is available — not only what a single provider has recommended. Treatment and options research surveys the current clinical evidence, standard of care guidelines, emerging therapies, and comparative effectiveness data relevant to your specific condition and circumstances. The result is a clear, patient-accessible summary of your options, what the evidence says about each, the trade-offs involved, and the questions worth asking before committing to any course of treatment.
Knowing your options is not disloyalty to your provider — it is informed consent in practice.
Managing a growing list of medications — particularly across multiple providers and specialties — requires coordination that the healthcare system does not always provide automatically.
Medication review examines your current medication list for completeness, surfaces questions about potential interactions or duplications worth raising with your prescribing providers, and ensures you understand each medication’s purpose, dose, and instructions clearly.
This service does not constitute clinical or pharmacological advice — it is an advocacy tool that equips you to have a more complete and productive conversation with the providers who are responsible for your prescriptions.
Patient portals like myChart place significant amounts of your health information directly in your hands — lab results, visit notes, provider messages, appointment records, and more — but only if you are able to navigate them with confidence. Digital technology assistance helps patients set up and use their patient portal effectively: locating and interpreting test results, communicating with providers through secure messaging, reviewing clinical notes, requesting records, and managing appointments.
For patients who are new to digital health tools, managing a complex diagnosis for the first time, or simply navigating a portal they have never used — this service removes a practical barrier to being an engaged, informed participant in your own care.
Clinical trials represent some of the most advanced care options available — and some of the most difficult to evaluate without insider knowledge. With over 21 years of experience inside biopharmaceutical organizations that sponsor clinical trials, this service approaches trial navigation from a perspective most patient advocates cannot offer: from both sides of the table.
Clinical trial navigation includes identifying currently enrolling studies relevant to your diagnosis, translating eligibility criteria and research protocol language into plain terms, preparing you with the right questions for a research team, and your healthcare provider to evaluate whether a trial aligns with your situation, values, and goals.
You have the right to understand exactly what you are being asked to consider — and the right to the expertise that makes that possible.
Medical appointments move quickly, and what is said — and not said — in a brief clinical encounter can shape weeks of decisions. Appointment accompaniment places a Board Certified Patient Advocate alongside you during your medical appointments, available virtually or in person, to take detailed notes, ensure your prepared questions are addressed, ask clarifying questions on your behalf in real time, and help you track and process information as the appointment unfolds.
Having an advocate present changes the dynamic: you are free to focus on the conversation rather than on trying to remember it, and you leave with a clear, documented account of what was discussed, what was decided, and what comes next.
For appointments involving a new diagnosis, a significant treatment decision, or a conversation you have been anxious about — you should not have to face it alone.
As a notary public, commissioned by the North Carolina Secretary of State, we provide notarization services for medical-related legal documents — including advance directives, living wills, healthcare proxy designations, durable power of attorney for healthcare, Authorizations for Release of Information, and other documents requiring notarization as part of healthcare planning or formal advocacy.
Having notary services available through the same practice providing your patient advocacy support simplifies the completion of essential health planning documents at the moment they are most relevant — and ensures they are handled with the same understanding of their clinical and legal significance that guides all of our work.
Contractual Agreement
A client-advocate contract is required for all engagements. It is a crucial step in establishing a trusting, professional relationship that is focused on your healthcare needs and goals. This contract outlines the scope of services, the responsibilities of both parties, and ensures a clear understanding of the advocacy process.
Authorization for Release of Information
Full-service communication management requires a signed Authorization for Release of Information prior to any portal access or provider communication activity. This is a patient-executed document — signed by you — that formally grants Insightful Doc™ Consulting, LLC permission to receive and access your protected health information from named providers and health systems, including your myChart account.
The authorization specifies exactly what information IDC may access, which providers and systems are covered, and the duration of the authorization. You retain the right to revoke it at any time. The Authorization for Release of Information is completed as part of the advocate-client service agreement at onboarding and is required before any communication management activity begins.
This step exists to protect you. It ensures that Insightful Doc™ Consulting, LLC’s access to your health information is documented, specific, and entirely within your control.
Book a free discovery call to learn more.