When Planning Meets the Unexpected:

Why Patient Advocacy Matters Most in a Crisis

Even with careful planning and strong support systems, healthcare emergencies can happen without warning. For older adults, a single fall can quickly turn into a serious healthcare crisis. At Stepping Stone Advocacy Services, this is a reality we help families navigate every day.

Recently, this truth became personal for Lori Schellenberg, RN, CCM, founder of Stepping Stone Advocacy Services, when her mother experienced an unexpected fall at home.

A Fall Can Happen in an Instant—Even With Precautions

Lori’s mother lives independently in a Continuing Care Retirement Community (CCRC) and generally manages her daily activities well. She uses a brace for foot drop, and a walker for ambulation and is typically cautious about mobility.

One evening, after dinner, she removed her ankle brace to relax and decided to take a short walk in the hallway for a bit of exercise. Because the walk was brief, she believed she did not need the brace and planned to be careful.

Despite these precautions, she fell.

She does not know exactly how or why it happened.

Fortunately, she was close to her apartment door and was able to scoot along the floor to get herself back inside. Although her ankle was painful, she later managed to pull herself up holding on to furniture, and could stand. She hobbled to her chair and finished her evening watching television, and went to bed.

Several hours later, she woke during the night and attempted to get out of bed. This time, the pain was severe, and she could not stand. She contacted the concierge desk and called 911.

Emergency Care Is Only the First Step

Emergency medical services transported her to a new, state-of-the-art satellite emergency department affiliated with a nearby hospital system. She was evaluated promptly, and Lori was able to speak directly with the emergency department physician.

The diagnosis was a significant ankle sprain. The discharge plan included limited ambulation, leg elevation, ice, Tylenol, and Tramadol for severe pain.

While the immediate medical issue was addressed, patient advocates understand that discharge instructions alone do not ensure safety—especially for older adults after a fall.

Why Falls in Older Adults Require Advocacy

A fall, even one that appears minor, carries the potential for serious complications, including repeat falls, loss of independence, or hospitalization. Preventing further injury requires proactive planning, clear communication, and practical support at home.

Lori’s sister, who lives nearby, brought their mother home and helped ensure a safe environment. Ice was readily available, and a bedside commode, which was stored in her closet, (just in case she ever needed it) was placed in the bedroom, where her mother already had a lift chair, an adjustable bed, and easy access to essentials.

Before leaving, Lori’s sister confirmed that her mother could safely perform pivot transfers—from bed to chair, chair to commode, and back again.

Meals were arranged for delivery, and her primary care provider was notified of the fall, emergency department visit, diagnosis, and her temporary homebound status. A referral was requested for home health physical therapy, and the home health agency was contacted directly to facilitate timely follow-up.

This is what patient advocacy looks like after an emergency visit—intentional, coordinated, and focused on preventing the next crisis.

Education and Fall Prevention: Small Changes That Matter

Once the immediate situation stabilized, Lori reinforced critical safety education—an essential component of effective patient advocacy.

Her mother was reminded of the importance of wearing her ankle brace during all ambulation, even for short distances and even when she feels confident. Many falls occur during routine activities when individuals believe they can “be careful.”

In addition, the family made a preventive decision to leave the bedside commode in place for nighttime use on an ongoing basis. Because her mother does not wear her brace at night, eliminating unnecessary walking to the bathroom significantly reduces fall risk during vulnerable overnight hours.

These are small, intentional changes—but they are often the difference between recovery and repeated injury.

Why Patient Advocacy Makes a Difference

Today, Lori’s mother is recovering well. What could have escalated into a life-altering event was stabilized through timely medical care, proactive follow-up, and thoughtful planning.

At Stepping Stone Advocacy Services, we see firsthand how quickly a “small” emergency can become overwhelming for families—especially when navigating hospitals, discharge planning, home safety, and follow-up care.

This experience reinforces what we share with patients and caregivers every day:

Planning is essential. Education prevents complications. Advocacy matters. And no one should have to navigate a healthcare crisis alone.

Need help navigating a healthcare crisis or caring for an aging loved one?
Stepping Stone Advocacy Services provides expert medical, insurance, and care coordination advocacy to help families make informed decisions and reduce risk.

Learn more or request a confidential consultation

LORI IS EXTREMELY TALENTED!

What a great use of Lori’s talents!

I worked with Lori for several years during my career as an orthopedic surgeon. I know her to be not only compassionate and understanding but also a tireless advocate for what is right.

In difficult situations she was unwavering in her quest to enable me to provide the best possible care for my patients. She knows the system and how to work through it (and around it whenever necessary

LORI JUMPED RIGHT IN

If you are in need of a patient advocate, I would highly recommend Lori Schellenberg. She is extremely knowledgeable, effective, and professional. Knows when to be strong and forceful yet loving and caring with your loved one and your family. I was concerned about an elderly family member who had several severe falls, was forgetting to take medication, not eating healthy and not keeping up with housekeeping yet insistent she was fine and staying in her home. Even though Lori lived out of state she made phone calls on our behalf, made several recommendations to help us provide what our loved one needed and was an intermediary when it was necessary. Lori’s knowledge of geriatrics, continuous care/assisted living facilities, the health care system, long term care insurance and hospice is invaluable. She helped us put together a plan that provided the best and continuous care necessary for our loved one and our family. We are extremely thankful for her help and look forward to continuing to work with her as our loved one moves through the next phases of her life’s journey, thus enabling us to create loving memories.

LORI JUMPED RIGHT IN

My husband underwent nasal surgery 6 months ago, after he had a negative sleep study test and was referred to an ENT doctor due to continued fatigue and snoring.

Unfortunately, he developed two different serious infections, and we were concerned about his ongoing treatment with the ENT. In fact, we were very anxious because he wasn’t getting better but the surgeon was not clear with us as to what to do next.

When describing what was going on, Lori jumped right in, when she found out my husband was actually at the surgeon’s office at that time, and still did not understand the situation. She recommended that my husband ask to have the surgeon come back into the room, and to call her so that she could speak to the surgeon with my husband in the room. Lori was very professional and knowledgeable in her approach with his surgeon. She established a treatment plan, in a way that my husband could understand, and why this was the plan. She also discussed the “what ifs” the current treatment plan did not work. He ordered further tests to be completed prior to his next appointment, if he did not improve.

She followed up with my husband and I to make sure we understood the plan.

By advocating for my husband, Lori relieved a lot of anxiety and stress that this current medical concern was causing, and they felt more confident in the surgeon’s care.

We highly recommend Lori and Stepping Stone Advocacy Services, if you are experiencing a medical condition, and don’t know where to turn for answers. She is experienced and professional, yet able to discuss medical terms in a way that we understood.