Strategy Modules
Interactive guides and tools for effective patient advocacy skills
Empowering Patients and Families
Navigate complex healthcare systems with confidence. Our evidence-based resources provide practical strategies, communication scripts, and advocacy tools developed by healthcare professionals and patient advocates. Each guide addresses real challenges faced by patients and families every day.
Available Resources: Explore for free. Unlock more once they’re available (late fall 2025).
Start with robust free content designed to help right away. Upgrade anytime to access more advanced strategies and tools.
Building a Trauma-Informed Care Team
A comprehensive guide for medical trauma survivors to find, build, and maintain healthcare relationships that support healing. Learn to identify trauma-informed providers, communicate your needs effectively, and create a supportive care network.
Inpatient Insider
Navigate hospital stays with confidence. This essential guide helps families advocate effectively during inpatient care, understand hospital systems, communicate with medical teams, and ensure quality care for loved ones.
Medical Gaslighting Action Guide
Recognize and respond to medical dismissal with strategic tools and scripts. Learn to document experiences, escalate concerns appropriately, and find providers who take your symptoms seriously.
Healthcare Privacy Playbook
Protect your medical privacy and manage information sharing strategically. Understand your rights, control access to your records, and navigate privacy challenges in modern healthcare systems.
Second Opinion Advocacy
Master the process of seeking second opinions effectively. Learn when and how to request additional perspectives, navigate insurance requirements, and use multiple opinions to make informed decisions.
Care Boundaries
Establish and maintain healthy boundaries in healthcare settings. Learn to advocate for your comfort, safety, and autonomy while building productive relationships with your care team.
What Makes Our Guides Effective
Practical Tools
Templates, checklists, and worksheets you can use immediately in real healthcare situations
Real Scripts
Word-for-word phrases and conversation templates for challenging healthcare discussions
Evidence-Based
Strategies grounded in research, clinical best practices, and proven advocacy methods
Patient-Centered
Written specifically for patients and families, not medical professionals or administrators
Digital Access
Mobile-friendly web formats for immediate access anywhere, anytime you need support
Regular Updates
Content continuously updated to reflect current healthcare practices and policies
Need Help Choosing a Guide?
Each resource addresses specific healthcare challenges. If you’re unsure where to start, consider your most pressing need: Are you preparing for a hospital stay? Dealing with dismissive providers? Managing medical trauma? Concerned about privacy? Start with the guide that matches your immediate situation, then explore others as needed. All guides work together as a comprehensive advocacy toolkit.
Free PatientLead Tools
Symptom Snapshot™ First Step Diagnostic Prep
Guides you through describing your symptoms using the same structured approach clinicians rely on, generating a focused, provider-ready symptom summary you can print, email or read to your doctor.
TrendTrack™ Symptom Intelligence
Turns daily symptom entries into visual trends and key insights, helping you spot patterns, identify triggers, and prepare credible data for meaningful conversations with your healthcare team.
BriefMe™ Appointment Leadership Suite
Plan and lead your medical appointments with clarity and confidence. The six tools in the BriefMe suite help you create a clear agenda, frame your story, and capture next steps so you leave your visits with answers instead of confusion.
ChartCheck™ Record Review + Response Tool
Review visit notes, spot harmful language or omissions, and take the right steps to correct or clarify the record, which shapes your future care.
PortalPro™ Messaging Assistant
Guides you through writing clear, strategic messages that advocate for your needs, set the right tone with providers, and create a strong, professional record of your concerns.
Insurance AppealBuilder™
Walks you through writing a strong, professional appeal letter that explains medical necessity and supports your case, because denied appeals aren’t the end of the road.