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9 ways healthcare advocates can work smarter (not harder)

Updated: Aug 8




As a healthcare advocate, you play a crucial role in ensuring your patients receive the care and support they need. But with the increasing complexity of healthcare systems and the demands of running a business in today’s online world, it’s harder than ever to put your focus where it matters. 


The good news is, there are several ways—thanks to tailored software solutions—that healthcare advocates can work smarter, not harder. By streamlining client management, billing and other administrative tasks, you can get back to what got you into this business in the first place.


1. Make enrollment easier (on them and you)

For healthcare advocates, the paperwork avalanche begins with new client enrollment. Get things off to an efficient start with a tool that enables easy enrollment forms and streamlined onboarding for new patients. 

 

vSuite allows healthcare advocates to create customized landing pages where clients can enroll for services. These landing pages can be tailored to display various offerings, from one-time consultations and condition-specific services to recurring patient advocacy memberships. Through these landing pages, advocates can enroll primary individuals, family members or group members from larger organizations. This feature ensures a seamless and professional onboarding experience for clients, reducing the time and effort required to manage new client administration.


2. Create automated workflows and notifications

From the minute a client signs up for your services, it’s crucial to create a consistent communication flow that will welcome them and grow the relationship. But it’s next to impossible to manually keep up with welcome emails, appointment reminders, document signing requests and all the other communications necessary to help your patients.


vSuite can help here, too. Advocates can set up the system to send reminder emails, manage document signing, and trigger necessary follow-up messages. This automation minimizes manual tasks, allowing advocates to focus on more critical aspects of their work.


3. Streamline case and patient management

Arguably one of the most important pieces of your business is managing your clients (sometimes complex) medical needs and helping them get the care they need. But for healthcare advocates using spreadsheets or other manual case management tools, this can become cumbersome and inefficient. On the other hand, most case management options are part of larger EMR or EHR software systems made for large, traditional healthcare organizations, which may be too clunky or cost-prohibitive for your health advocate business.


vSuite’s case management platform is specifically made for healthcare advocates—with all the tools you need and none of the ones you don’t. The platform allows advocates to initiate new cases, document notes, add files and communicate through a chat system—all in a HIPPA-compliant environment. Advocates can also invite other team members or external providers to collaborate on a case, ensuring comprehensive and coordinated care for the client.


4. Engage with patients and providers easier 

In addition to automated email and messaging tools, it’s vital to have a platform that supports easy manual patient and provider engagement, as needed. 


vSuite offers various tools to enhance patient engagement and make communications with other parties easier, including tagging, chat and visit tracking. Use the internal chat feature to collaborate among healthcare providers within your organization while ensuring compliance with regulatory requirements. For patients, our Virtual Visit function allows for remote consultations in a secure environment.


5. Avoid document overload

Managing and sharing documents securely is vital in healthcare advocacy. But many healthcare advocates are storing files locally on their computers or in outdated paper filing systems. 


vSuite is made specifically for healthcare advocates to store the documents they need, connected seamlessly to their respective patient. A centralized document storage system enables advocates to upload, manage, and share files with clients and team members. This feature ensures that all necessary documents are easily accessible and securely stored, adhering to HIPAA regulations.


6. Make billing easier 

You’re passionate about your mission—but a healthy bottom line is crucial to what you do. Eliminate confusion and manual work with tools that can help keep regular and on-time billing on track. 


vSuite's billing and membership management features are designed to handle various client scenarios, whether individual clients or group memberships, one-time service or ongoing subscriptions. The system supports different billing frequencies, one-time fees, and recurring payments, providing flexibility to match the diverse needs of healthcare advocates' clients.


7. Get better insights

Growing a business requires insights and data to help guide better decision-making. Robust reporting capabilities, for example, can give healthcare advocates insights into their service activity, revenue and even baseline marketing performance for more informed planning. 


With vSuite, healthcare advocates can generate service and revenue reports that offer a comprehensive view of patient data to identify areas for improvement, streamline workflows and effectively allocate resources.


8. Get admin done faster

Your billing, enrollment, communication and case management tools are only as good as their interface. Overly feature-loaded platforms made for traditional healthcare clients are hard to navigate.    


vSuite was designed to be just robust enough to deliver everything healthcare advocates need, but with a streamlined, intuitive and user-friendly interface. You can even optimize care and navigate patient cases on the go with our mobile app. Getting up to speed with the platform is easy and usually takes just minutes. The platform's layout consolidates information in a single view, reducing the need to switch between different screens and simplifying the workflow. Finally, our expert team is at the ready—and we’ll go above and beyond to help you onboard and make the most of the vSuite’s functionality. 


9. Make sure your tools work for your needs

You have specific needs, very different from traditional healthcare providers. Yet, as a healthcare advocate, you’re forced to navigate that system all the same. Finding a tool designed specifically to help you do that can give you time back, help you grow your business and allow you to provide better services to your clients. 


In addition to being designed specifically for healthcare advocates, VSuite offers extensive support and customization options to meet the unique needs of our clients. The onboarding process includes configuring the system according to the advocate's specific requirements, and ongoing support ensures that any issues or customization needs are promptly addressed.



vSuite provides the tools and features that advocates need to enhance their efficiency, improve patient engagement and streamline case management. By leveraging vSuite, healthcare advocates can get back to the core mission of supporting and advocating for their clients. 


To learn more about vSuite, schedule a demo with us today.

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