Designing Your Practice

The Intake Process

Program Overview: 

In this webinar, Kim will review the New Client Intake Appointment and the essential elements to include in your Care Summary and Action Plan. With this information, you'll be well situated to provide excellent medical advocacy for your clients. Actual case examples will be discussed. Kim combines her expertise as a family physician and as a patient with chronic illness herself to provide navigational/medical advocacy for clients with complex medical needs.

Program Objectives:

  1. The participant will be able to list the essential elements of the intake appointment with a new client.
  2. The participant will be able to create a detailed Care Summary for a new client with pertinent medical and psychosocial information.
  3. The participant will be able to write a detailed Action Plan for the client.

Non-Member Purchase

You will receive an email, after checking out, with a unique passcode to input above enabling this webinar.

Continuing Education webinars are open to NAHAC members and the general public looking to enhance their knowledge and receive continuing education credit.

As a NAHAC benefit, Full Members are charged only $10.00 for a CE webinar while the general public pays $40.00 per CE credit webinar. NAHAC full members, who just want to view the webinars, can go to the NAHAC website to view the webinars at any time – no charge.

To receive the discounted NAHAC membership rate for CE webinars, access and complete an application here: Membership Form.

Members Only Purchase

You will recieve an email, after checking out, with a unique passcode to input above enabling this webinar.

Continuing Education webinars are open to NAHAC members and the general public looking to enhance their knowledge and receive continuing education credit.

Kim McIlnay, BCPA

Kim McIlnay is a disabled family physician now assisting clients with complex medical needs with navigational/medical advocacy. She is the founder of Together Patient Advocates, LLC and provides in-person advocacy in the Sacramento region and web-based advocacy nationally. She completed the Certificate in Health Advocacy Program at UC Berkeley, is a Board Certified Patient Advocate and a member of NAHAC, APHA and the NorCal Patient Advocates groups. Kim is passionate about teaching and is excited to speak to NAHAC webinar participants.