What is a Healthcare Advocate—and Why Might You Need One?
If you or your loved one is feeling overwhelmed by a medical diagnosis, hospital stay, chronic condition, or complex treatment plan, a Healthcare Advocate can help you take back control.
At Stepping Stone Advocacy Services, we offer independent patient advocacy and nurse-led healthcare navigation to individuals and families across the U.S. Our professional advocates—Registered Nurses, licensed social workers, certified case managers and other licensed health care providers—are here to help you make sense of the system, communicate with providers, and get the support you deserve.
We specialize in supporting adults, seniors, and children—especially those facing aging-related challenges, serious illnesses, autism, ADHD, or special healthcare needs.
How Our Patient Advocates Can Help:
- Care Coordination & Communication: We act as your liaison with doctors, specialists, hospitals, and rehab centers to make sure your care is streamlined and well understood.
- Problem Solving & Second Opinions: We step in when things aren’t going smoothly—helping resolve delays, denials, unclear diagnoses, or poor communication.
- Healthcare Navigation & Planning: Whether you’re facing surgery, managing dementia care, or transitioning from hospital to home, we walk with you every step of the way.
- Support for Caregivers & Families: From parents of children with neurodivergent needs to adult children caring for aging parents, we offer education, emotional support, and advocacy guidance.
Independent. Compassionate. On Your Side.
Unlike hospital or insurance-based advocates, we work exclusively for you—not for a healthcare system or provider. That means our only priority is your health, your voice, and your peace of mind.
We help clients locally and nationwide, and specialize in virtual consultations, long-distance advocacy, and healthcare support during times of crisis or transition.
Schedule a Free Consultation with a Patient Advocate
Take the first step toward clarity, support, and personalized care. Speak with a Registered Nurse Advocate today to learn how we can help you or your loved one.
Click below to schedule your free consultation:
Why Choose Stepping Stone Advocacy Services?
The Founder and Innovator of Stepping Stone Advocacy Services comes from a background of over 40 years in Nursing coupled with 20 plus years as a Nurse Case Manager. As a Registered Nurse, she practiced patient advocacy under the American Nurses Association Code of Ethics which states:
“The nurse promotes, advocates for, and protects the rights, health, and safety of the patient. The nurse makes decisions and takes action consistent with the obligation to provide optimal patient care.”
Although she is now retired and not practicing Nursing, she brings these experiences to help patients and their families navigate the complexities of our current health care system, as a Patient Advocate.
She also has collaborated with The Alliance of Professional Health Advocates, to develop a Preceptorship Program for Nurses and Clinicians. This Preceptorship Program provides independent learning modules. It also includes 12 weeks of one-to-one learning sessions with her, covering the foundations of Patient Advocacy and how to develop an advocacy business. Her hope is to provide an on-ramp to Nurses and Clinicians, to pivot to careers as Professional Health Advocates. She states, “Nurses and Clinicians are leaving healthcare in droves, and taking so much expertise and knowledge with them. These skills can be utilized, for better care and outcomes, in our communities and across the nation, as Patient Advocates."
In addition, at Stepping Stone Advocacy Services, the focus is on innovative approaches to meet our Client’s needs. Our software program was specifically designed by a Patient Advocate, who understands the role of the advocate as well as the needs of the client. It enables us to spend more time with our clients, and less time on paper work. The software is HIPAA compliant assuring all information is kept confidential. Families and clients can access our software platform through a portal, allowing seamless up to date communication with all parties. Invoicing and payment is done directly through the software platform.
Our website is designed to provide you with information regarding Patient Advocacy. You will also find a resource tab to locate additional information and support.
Frequent Questions
The person is often a nurse, social worker, geriatric care manager, or other health care professional who can help you navigate the health care system, including dealing with clinicians, understanding your condition and treatment options, and even helping with health insurance issues.
Testimonials
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...
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...
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!
Real Reviews From Real Clients
Blog
What is a Professional Health Care Advocate?
What is a Professional Health Care Advocate? A professional health care advocate is a trained specialist who assists patients and their families in understanding and navigating the health care system. They serve as a liaison between patients and health care providers, ensuring that patients’ needs and preferences are effectively communicated and addressed. Here’s a closer […]
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Stepping Stone is Here to Help
Stepping forward to provide ADVOCACY SERVICES for patients and their families, to assist in navigating the complex maze of our current medical system.

