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Last updated on Jan 29, 2025
  1. All
  2. Healthcare
  3. Patient Advocacy

You're juggling multiple patient advocacy cases. How do you stay organized?

When juggling multiple patient advocacy cases, staying organized is crucial to ensure that each patient receives the best possible support. Here's how to manage your workload effectively:

  • Create a detailed case log: Maintain updated records for each case, including key dates, contacts, and actions taken.

  • Use task management tools: Implement digital tools like Trello or Asana to track tasks and deadlines efficiently.

  • Set priorities daily: Start each day by reviewing and prioritizing your tasks based on urgency and importance.

How do you manage multiple cases in your advocacy work? Share your thoughts.

Patient Advocacy Patient Advocacy

Patient Advocacy

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Last updated on Jan 29, 2025
  1. All
  2. Healthcare
  3. Patient Advocacy

You're juggling multiple patient advocacy cases. How do you stay organized?

When juggling multiple patient advocacy cases, staying organized is crucial to ensure that each patient receives the best possible support. Here's how to manage your workload effectively:

  • Create a detailed case log: Maintain updated records for each case, including key dates, contacts, and actions taken.

  • Use task management tools: Implement digital tools like Trello or Asana to track tasks and deadlines efficiently.

  • Set priorities daily: Start each day by reviewing and prioritizing your tasks based on urgency and importance.

How do you manage multiple cases in your advocacy work? Share your thoughts.

Add your perspective
Help others by sharing more (125 characters min.)
23 answers
  • Contributor profile photo
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    TANVIR AHMAD

    Compassionate Nursing Student 💉 | Aspiring Healthcare Professional 🩺| Dedicated to Patient Care & Continuous Learning 🌱

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    I stay organized by prioritizing urgent cases first and keeping clear records of each patient's needs. I also communicate regularly with the healthcare team to ensure no concerns are overlooked. BY using checklists and setting reminders, I make sure every patient receives the attention they need without delay.

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    5
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    Candy Ryan

    owner

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    to stay organized, I utilize Microsoft calendar, & I have my planner & iPad with me at all time. I like to have all my contacts readily available, as I do a lot of multi tasking.

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    2
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    Christina Fernandez

    Medical Assistant

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    Staying organized while managing multiple patient advocacy cases requires a structured approach. Here’s a quick outline of what I do in my role at LGTC group: 1. Centralized Patient Tracking System • EHR & Spreadsheet Backup: Use your EHR system for official documentation, but also maintain a secure spreadsheet (Google Sheets or Excel) to track advocacy cases. 2. Task & Appointment Management 3. Communication & Documentation 4. Case Prioritization System 5. Weekly & Monthly Reviews

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    1
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    Joanna Sobolewska

    Executive Advisor/ Patient-Centric Strategies / Consumer Experience Evangelist / Transformation & Change Driver / Empowering Diverse Teams/ Creating Inclusive Culture/Pro-bono Initiatives Enthusiast/ Conference Speaker

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    In our patient advocacy work, we ensure organization through regular medical briefings that bring together a team of coordinators and part of the administrative staff. It is also essential to have an IT representative present to continuously improve the patient management system. Agile responsiveness is key, and we maintain a dedicated team focused on the continuous development of the system to optimize workflows and enhance patient support.

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    1
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    Suzete Pereira

    Docente de enfermagem | Instituto Educacional AnaNery

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    Organizaçao e planejamento são minhas ferramentas,trato cada paciente individualmente para que consiga observar a evolução de cada um,desta maneira posso organizar e alterar procedimentos que venham a beneficiar cada um, conforme a patologia e comorbidades...desta forma mantenho o controle conhecendo cada detalhe de cada um.

    Translated
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    1
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    Leigh Thornton

    Opioid Management Clinic Coordinator with Orticare at Ballarat Community Health

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    I use Microsoft Outlook Calendar like it is my best friend. Both for work and personal life, it keeps me on track and nothing is missed or forgotten.

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    1
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    Rizza Johrielle Del Rosario

    Compassionate in Improving Patient Outcomes Through Innovation

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    Managing multiple patient advocacy cases requires a structured approach, including a centralized system for tracking cases, clear prioritization based on urgency, detailed documentation of all interactions, and effective time management with scheduled reminders. Using templates for common tasks, maintaining open communication with all stakeholders, and delegating when possible can help streamline the process. Setting boundaries and practicing self-care is also essential to avoid burnout and maintain effectiveness.

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    Maryel M McKinley PhD

    The Strength of Kindness -No matter what !

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    I am inherently a creative person & I have never been very organized ! I delegate that ti those who are inherently organized & more linear in their approach to tasks. Therefore it is crucial when doing such important work that can save & change lives- that one finds the people and systems that do this best & have enough industry experience to keep up with the ever changing challenges encountered in this important field . Flexibility & patience with an eye for detail is key. If you haven’t found the right help yet , dont give up ! It took me years to find my assistant and she is a dream as her skilset compliments my deficits & vice versa . So I make sure to be a valuable asset for her & am a wellspring of inspiration when she’s in need.

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    Joan Uzochukwu-Godfrey

    Registered Nurse@NHS

    (edited)
    • Report contribution

    I remain calm and focused by prioritising task and using effective time management. Taking a deep breath and maintaining my composure. I assess patient’s needs and prioritise task based on urgency and patient safety. Effective communication with patients and their families. Multi-tasking, Organisational skills and teamwork.

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