our services

Supporting Patients and Families Through Healthcare Advocacy

At Stepping Stone Advocacy Services, we provide professional, nurse-led patient advocacy and healthcare navigation for patients and families throughout the lifespan—from childhood and the teen years through midlife, older adulthood, and beyond.

Healthcare needs change throughout life. A child with complex medical needs requires a different approach than a teenager beginning to participate in their own healthcare decisions. Adults may find themselves managing a new diagnosis, chronic illness, surgery, or care involving multiple specialists. Older adults and their families may face additional challenges related to changing health, mobility, cognition, or increasing care needs.

Our experienced Nurse Patient Advocates understand these differences. We use our nursing knowledge and clinical experience to provide advocacy that considers the whole person—their medical needs, stage of life, family circumstances, healthcare goals, and individual priorities.

Whether you are facing a new diagnosis, preparing for or recovering from a hospitalization, managing a chronic condition, coordinating care among multiple specialists, or simply trying to understand what comes next, our Nurse Patient Advocates provide guidance, care coordination, education, and support.

Every patient and family is different. Our advocacy is personalized to meet you where you are and help you move forward with greater clarity and confidence.

Not sure what kind of support you need? Let’s start with a conversation. Reach out to Stepping Stone Advocacy Services today.

Patient Advocacy Throughout the Lifespan

Nurses understand that healthcare needs evolve throughout a person’s life. Our approach to patient advocacy does too.

Pediatrics & Families

When a child has complex healthcare needs, parents and caregivers may suddenly find themselves coordinating specialists, testing, treatments, insurance, school needs, and multiple healthcare systems.

Our Nurse Patient Advocates can help families organize medical information, prepare for appointments, communicate with healthcare providers, coordinate care, identify gaps, and better understand the plan moving forward.

Our goal is to support both the child and the family navigating care alongside them.

Teen Years & Young Adulthood

The teen years bring an important transition as young people gradually become more involved in understanding and managing their own healthcare.

We support teens and their families as they navigate chronic conditions, specialists, treatment decisions, healthcare communication, and transitions to adult medical care.

Advocacy during this stage can also help young people begin developing the knowledge and confidence to participate in their own healthcare decisions.

Midlife & Adulthood

Adulthood can bring unexpected diagnoses, chronic illness, surgery, hospitalization, multiple specialists, and competing responsibilities involving work and family.

When healthcare becomes complicated, our Nurse Patient Advocates can help organize medical information, coordinate care, prepare for appointments, facilitate communication among providers, identify gaps or delays, and help patients and families understand their options and next steps.

Sometimes patients simply need an experienced healthcare professional beside them to help make sense of the bigger picture.

Older Adults & Family Caregivers

As healthcare needs change with age, patients and families may find themselves managing multiple medical conditions, medications, specialists, hospitalizations, rehabilitation, cognitive changes, mobility concerns, or decisions about additional support.

Our Nurse Patient Advocates help older adults and their families coordinate care, communicate with healthcare providers, navigate transitions, explore care options, and plan for changing needs.

Throughout the process, we keep the individual at the center of the conversation—supporting their healthcare wishes, dignity, independence, and quality-of-life goals while helping family caregivers feel more informed and prepared.

How Our Patient Advocates Can Help

Healthcare can become especially difficult when care is fragmented, multiple providers are involved, insurance creates barriers, or patients and families are unsure where to turn next.

Our nurse-led patient advocacy team can help you:

  • Understand diagnoses, treatment recommendations, and available options
  • Prepare for medical appointments and develop questions for healthcare providers
  • Communicate concerns and priorities with physicians and other members of the healthcare team
  • Coordinate care among physicians, specialists, hospitals, rehabilitation facilities, and other providers
  • Navigate transitions from the hospital to rehabilitation, skilled care, or home
  • Identify gaps, delays, or breakdowns in care and help determine appropriate next steps
  • Organize complex medical information and help patients and families understand the bigger picture
  • Navigate health insurance claims, denials, appeals, and medical billing concerns through our advocacy team
  • Support family caregivers as they navigate healthcare responsibilities and changing care needs
  • Advocate for the patient’s healthcare wishes, priorities, and quality-of-life goals

Professional Support Without Taking Away Your Voice

Our goal is not to take over your healthcare journey.

Our role is to bring experienced nursing knowledge, healthcare navigation, care coordination, and professional advocacy to your side so you and your family can become better informed, better prepared, and more confident navigating the healthcare system.

Sometimes that means helping with one specific healthcare concern or preparing for an important medical appointment. Other times, it means providing ongoing support through a complicated diagnosis, hospitalization, transition in care, or changing healthcare needs.

The level of advocacy depends on what you and your family need.

Nurse-Led Patient Advocacy at Every Stage of Life

From pediatric healthcare and the teen years to midlife, older adulthood, and complex family caregiving, Stepping Stone Advocacy Services provides personalized patient advocacy, healthcare navigation, care coordination, education, and support throughout the lifespan.

Because healthcare needs change throughout life, the advocacy supporting you should change with them.

When cognitive decline, chronic illness, or aging presents new challenges, it is often the family caregivers—spouses, adult children, or loved ones—who take the lead. In these situations, we work closely with families to:

  • Communicate with healthcare providers and specialists
  • Interpret medical records and physician recommendations
  • Coordinate geriatric care, in-home services, or facility placement
  • Plan for aging in place or long-term care
  • Prevent medical errors during care transitions

Our role is to protect your loved one’s dignity, independence, and values, no matter where they are in their health journey.

INTERVENTIONS

Some of our interventions include:

Medical Guidance

  • Educate clients about new diagnosis & medical condition
  • Coordination and care oversight for families
  • Managing changes in health condition(s)
  • Serve as point of contact with medical staff

Decision Support

  • Discharge planning & transition of care
  • Occupational Therapy Home Safety Assessments
  • Selecting applicable specialists for client’s plan of care
  • Coordinate transfers between facilities & providers
  • Research diagnoses and secure second opinions

Recovery and Wellness

  • Explore alternative treatments as indicated
  • Connect clients and families with additional resources
  • Encourage client participation with prescribed treatments
  • Manage client stress & grief following medical events

Care Giver Support

  • Enhance quality of life for clients & family
  • Schedule and attend medical appointments
  • Coordinate home care options based on client needs
  • Identify relevant education for client & family

Medical Billing & Insurance Navigation

  • Audit medical bills
  • Challenge unjust denials, bills or out-of-pocket expenses
  • Coordinate directly with providers and insurers
  • Educate regarding insurance and claims

you don't have to navigate healthcare alone

Whether you’re a parent, caregiver, or individual managing your own health, we’re here to help. At Stepping Stone Advocacy Services, our mission is to bring clarity, calm, and compassionate care coordination to what can often feel like a stressful or overwhelming healthcare journey.

Schedule your free consultation today and let us walk beside you—every step of the way.

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.