Listing Requirements for the
AdvoConnection Directory

We want to list you in our directory!

But we are very strict when it comes to doing so. Our focus is on the needs of patients and caregivers, not on the wishes of advocates who want to be listed. We do our best to be sure you can meet those needs, and to do so we have put together this list of requirements.

(See below to learn exactly how we vet applicants.)
To be listed in the directory, you must meet the following requirements:

1. Be a Premium APHA Member in good standing.

2. Show a track record of willingness and capability to help others.

3. Have a business website that focuses on your advocacy / care management practice outside of the AdvoConnection Directory.

4. Plus meet any 1 of these 3 criteria (more information about these requirements is found below.)

  • professional liability or Errors & Omissions Insurance OR
  • a background check* completed during the past two years, featuring specific criteria (see below*) OR
  • be current with one or more from a list of certifications

These requirements are ONLY for adding your listing to the directory.

They are NOT required for a Premium membership.

If you are hoping to step up to the Directory and need help to meet the criteria listed here, a Premium membership will give you access to the information you need to do so.

Why These Requirements?

As mentioned above, the AdvoConnection Directory is first and foremost a tool intended to meet the needs of patients and caregivers. Even though it is also a great marketing tool for advocates, that is its secondary purpose.

Because the AdvoConnection Directory takes its responsibility seriously to showcase only professionals, we have developed these requirements. Of course, meeting these requirements does not guarantee an advocate or care manager will succeed in private practice. But having met the requirements at least showcases a professional approach.

How We Vet Applicants

Requirements / Criteria for a Listing in the AdvoConnection Directory

logo - AdvoConnection Directory

Once you have applied to be in the AdvoConnection Directory, we will assess your application against these three (3) requirements as follows:


Your Track Record

This is a simple web search on your name and location to see what pops up. This is exactly what a potential client would do, so we just make sure there isn’t some glaring reason you should not be listed. If, for example, your LinkedIn listing mentions that you own a pizza shop – well – that’s not exactly the track record that will be useful to you, a patient – or the AdvoConnection Directory.

We are not looking for your long-standing work as an advocate (because, for most, the profession is too new for that to be apparent.) We just want to be sure the experiences you have had will lend themselves to good client service and a knowledge of the healthcare system.


Your Web Presence

Beyond the random information we might find about you (including your grandkids’ birthday parties on Facebook?) we want to see a professional web presence that speaks specifically to your advocacy or care management work. Again, this is what a potential client will do – search for information about you to satisfy himself you are trustworthy and can help.

You must have a website for your independent practice. (We’re sorry but a Facebook page or a Linked In Profile will not be accepted). Specifically, be sure there is a good description of the work you do (benefits to potential clients of working with you), that your contact information is easy to find, and your location is listed or described on the site.


Further, to be approved for a directory listing you must supply ONE (1) of the following:
Errors & Omissions Insurance
(also called E&O)

You must have either Errors & Omissions – or – Professional Liability Insurance.

All advocates need E&O which will cover you for the non-medical work you do for clients.

If you hold a current clinical license (doctor, nurse, NP, PA, others) you must have Professional Liability insurance to cover you for any medical acts you may perform – even if you never perform any – because a client might think you did and sue you even if their perception was wrong. (Please note that medical malpractice may not suffice for advocacy work – please check with your insurer.)

Important: general liability insurance, also called BOP insurance (Business Owner Policy) is not an acceptable form of insurance for listing in the directory.

Learn more about the need for professional insurance for your advocacy work.

— OR —
Proof of Certification

Proof of having earned, and being current with one or more of the following certifications:


The AdvoConnection Directory listing requirements are just that – for your directory listing only. They are not requirements for Alliance membership.

— OR —
A Background Check and Report

Advocates and care managers assist patients with two of the most important aspects of their lives: their health, and their money. In your work, you may delve into personal finances, or enter the homes of vulnerable patients. A clean background check may instill trust: trust that you will be fair and legal with the patients who trust you, and therefore, we (APHA) can trust you, too.

Your background check report must have been completed and dated within the past two (2) years and include ALL of the following:

  • 7 or more years review for criminal records (state and federal)
  • a review of any sex offender registries in your area and a statement from the checker/investigator that no offenses were found
  • a review of any healthcare-related licenses you hold or may have held in those 7 or more years and a statement from the checker/investigator that no sanctions were found.

Learn more about background checks as they apply to health and patient advocacy.

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