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Patient Advocacy 101: A Beginner’s Guide to Finding Your Voice, Building Your Team, and Navigating Care with Confidence

  • Feb 13
  • 6 min read

Patient advocacy 101 for beginners: understand what advocacy really means, how to prepare for appointments, communicate with providers, evaluate options, and stay grounded in your own values and goals.


Why this guide exists


Most of us were never taught how to be patients.


We were taught to be polite.


  • To trust the expert.

  • To not take up too much time.

  • To assume there’s one “right” answer.


Then something happens—a diagnosis, chronic symptoms, a confusing test result—and suddenly you’re expected to navigate insurance portals, specialists, side effects, second opinions, and treatment decisions that feel way above your pay grade.


Patient advocacy is the missing life skill between “I don’t understand what’s happening” and “I feel like a partner in my own care.”


This guide exists to help you:


  • Ask clearer questions without feeling awkward

  • Prepare for appointments so you don’t freeze

  • Evaluate options without panic-googling at 2 a.m.

  • Build a team that actually feels like a team


You don’t need to become a medical expert. You just need a better operating system.


Doctor and patient smile together, seated at a desk with documents in a bright room. The patient wears a gray headscarf, creating a supportive mood.

What is patient advocacy?


Patient advocacy is the ability to represent your own needs, values, and goals inside the healthcare system—so care happens with you, not just to you.


It includes:

  • Understanding your options (not just the first one offered)

  • Communicating symptoms in ways providers can use

  • Asking for clarification without apologizing

  • Bringing in support people when you need them

  • Saying “I need more time” or “I’d like another opinion”


What it is not:

  • Being confrontational

  • Rejecting all conventional care

  • Becoming your own doctor

  • Having to do everything alone


Big idea: Advocacy is not about fighting the system—it’s about participating in your care as the main character, not a bystander.


Patient Advocacy 101: How it works (in normal human language)


Advocacy rests on three pillars:


  1. Preparation: knowing what you want to understand


  2. Communication: translating your experience into useful info


  3. Permission: remembering you’re allowed to ask, pause, and choose


Healthcare visits are short. Stress is high. Memory gets fuzzy.


Advocacy is simply the structure that protects you in that reality. Think of it like traveling to a country where you don’t speak the language fluently.


You don’t need to be a native speaker—you just need:

  • A few key phrases

  • A map

  • The confidence to ask someone to repeat themselves


The advocacy lens: patterns over panic


Most people arrive at appointments with either:

  • A giant emotional story

  • A list of random symptoms

  • Or total shutdown


Advocacy helps you translate your experience into patterns providers can actually work with:

  • When did this start?

  • What makes it better or worse?

  • What have you already tried?

  • What matters most to you right now?


It’s not about being perfect. It’s about giving your body a clearer voice.


Doctor in white coat smiles while talking to a patient, who is taking notes. Medical office with laptop and bright window background.

What to expect (experience-based)


When you begin practicing advocacy, a few things usually happen:

  • Appointments feel slightly less rushed

  • You remember more of what was said

  • Providers respond differently to prepared questions

  • You start noticing which clinicians welcome partnership—and which don’t


You may also feel:

  • Uncomfortable the first few times

  • Afraid of being labeled “difficult”

  • Emotional when talking about your experience


All of that is normal. Advocacy is a skill, not a personality type.


Myths + misconceptions


Myth 1: Good patients don’t question doctors.


Reality: Good care depends on good information—and you are the primary source.


Myth 2: Advocacy means arguing.


Reality: Most advocacy sounds like: “Can you help me understand…?” “What are the alternatives?” “Is there time to think this over?”


Myth 3: If a treatment is recommended, it must be the only option.


Reality: Many decisions involve trade-offs, preferences, and multiple paths.


Myth 4: You have to do this alone.


Reality: Advocates can be friends, partners, nurses, social workers, or patient navigators.


How often/how much/how long


Advocacy isn’t a one-time event—it’s a rhythm:

  • Before visits: 10–15 minutes of prep

  • During visits: 2–3 key questions

  • After visits: a quick recap to yourself


Consistency beats perfection. Even small steps change outcomes.


Doctor in a white coat holds a tablet showing a brain scan, speaking with a seated man in a blue shirt. Bright room, focused discussion.

Best practices (before/during/after)


Before an appointment

  • Write your top 3 goals for the visit

  • Bring a medication + supplement list

  • Track symptoms for 1 week if possible

  • Decide who you want with you


During the visit

  • Start with: “Here’s what I’m hoping to address today…”

  • Ask: “What are the options and trade-offs?”

  • Take notes or record (with permission)

  • Repeat back what you heard


After the visit

  • Summarize next steps in your own words

  • Schedule follow-ups before you leave

  • Notice how you felt with that provider


How to choose support and a care team


Good-fit providers usually:

  • Welcome questions

  • Explain reasoning

  • Discuss risks and alternatives

  • Respect your pace

  • Treat you as a collaborator


Green flags:

  • “Let’s decide together.”

  • “Here are a few ways we could approach this.”

  • “Tell me what matters most to you.”


Red flags:

  • Dismissing symptoms

  • Rushing decisions

  • Shaming language

  • “This is the only way.”


Remember: You're allowed to build a team that feels safe in your nervous system.


FAQs


What if I freeze and forget everything? Bring notes. It’s not cheating—it’s strategy.

Can I ask for time to decide? Almost always, yes.

What if my provider gets annoyed? Their discomfort is not proof you’re wrong.

Do I need medical knowledge to advocate? No—you need curiosity and clarity about your goals.


An elderly woman and a younger woman share a warm smile and embrace indoors. The setting is cozy, with soft lighting and neutral tones.

Simple “Getting Started” Checklist


  1. Write one paragraph of your health story in plain language.

  2. Make a one-page meds + supplements list.

  3. Prepare three questions before every visit.

  4. Practice one phrase:

    • “Can you help me understand that?”

  5. Bring a support person to the next appointment.

  6. Start a “care notebook” for test results and notes.

The Bottom Line

Patient advocacy is not about becoming louder—it’s about becoming clearer.

Clearer about:

  • What you’re experiencing

  • What you need

  • What matters to you

  • What choices are on the table

You don’t need to be perfect. You just need to stay in the conversation.



Listen to the full episode with patient advocate Deb Krier


Want to go deeper?



Podcast cover for "The Great Connect," Ep. 44. Features women in casual attire, pastel background. Topic: Patient Advocacy 101 with Deb Krier.

In this episode, you’ll learn:


  • Why patient advocacy can change the course of your care—and how to start using your voice

  • How to build the right care team (and when it’s time to seek second opinions)

  • What Deb’s experience taught her about asking questions, making decisions, and trusting yourself

  • How humor, mindset, and self-trust can help you navigate even the most overwhelming diagnoses


Best for: anyone navigating a diagnosis, supporting a loved one through treatment, or wanting to feel more confident and empowered inside the healthcare system.



Learn more about Deb Krier


Smiling woman with red hair and glasses, wearing a pink jacket and gold necklace. Bright, blurred background suggests indoor setting.

Deb Krier, MBA, MS, is a communications expert, stage 4 cancer survivor, and the founder of TryingNotToDie.Live—a platform dedicated to helping patients advocate for themselves, ask better questions, and navigate the realities of serious illness with clarity and courage.


Her journey began with a routine mammogram in 2015 that quickly escalated into a life-threatening diagnosis and a series of catastrophic treatment complications.


Over 18 months, Deb endured extended hospitalizations and nine surgeries—experiences that taught her firsthand how critical it is for patients to use their voice, trust their instincts, and actively participate in their care.


As the founder of Wise Women Communications and host of The Business Power Hour, Deb has spent decades helping others communicate with confidence.


Today, she brings that same skillset to patient advocacy—empowering others to move from overwhelm to informed, self-led care. At the heart of her work is a simple mission: helping people live fully, advocate fiercely, and remember that their voice matters.



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Medical Disclaimer: This content is for educational purposes only and is not medical advice. It is not intended to diagnose, treat, cure, or prevent any condition. Always consult a qualified healthcare provider for questions about your health, medications, or treatment decisions.

 
 
 

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