Patient Advocacy

We speak for you — with your permission, on the record.

Once you're a member, our care team is authorized to act as your voice with insurers, specialists, and your primary care team. You ask, we handle it — and you get a straight answer back, not a runaround.

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Sarah · Care Coordinator

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Specialist matched

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Records transferred

Ahead of your visit

How We're Able to Act on Your Behalf

Our ability to speak with your doctors, insurers, and your primary care team isn't assumed — it's authorized. Under the HIPAA Privacy Rule, a covered entity may disclose your protected health information to someone you've designated, once you've signed the right paperwork.

45 CFR § 164.508

Your authorization

Governs authorizations for disclosures beyond routine treatment and billing. This is the form you sign that lets us request records, discuss your care, and communicate with providers and payers directly.

45 CFR § 164.502(g)

Personal representatives

When you designate someone — including Compass Health — to act on your behalf, that representative is treated as you for purposes of the Privacy Rule.

45 CFR § 164.524

Directing your records

Gives you the right to direct that copies of your records be sent to a third party of your choosing — including us, or between your own providers.

Once you've signed a Compass Health HIPAA authorization, our care team can legally act as your voice — without you needing to be on every call, chase every fax, or repeat your history to every new office. This is general information, not legal advice.

10 Things We Can Do On Your Behalf

Anything you'd normally have to call, fax, or follow up on yourself — ask us first.

01

Call your insurance company

Verify benefits, check claim status, resolve denials.

02

Schedule your appointments

Book, reschedule, or cancel across your entire care team.

03

Request and transfer records

Move your records between providers, hospitals, and specialists.

04

Chase referrals and prior auths

Follow up so they don't stall in someone's inbox.

05

Call your doctor's office directly

Relay your questions and bring back a real answer.

06

Track down results

Chase lab reports and test results, and make sure your whole care team has them too.

07

Handle billing questions

Including disputed charges and requests for itemized statements.

08

File insurance appeals

Push back — and follow up — when something's wrongly denied.

09

Coordinate logistics

DME, home health, and transportation arrangements.

10

Coordinate with your primary care team

Keep your PCP looped in on referrals, specialist visits, and scheduling so nothing falls through the cracks.

The Parts You Don't Want to Do — We Do

This is the heart of concierge advocacy: the tasks nobody wants on their plate.

Sitting on hold for 45 minutes

We wait on hold, not you

Being transferred department to department

We find the right person

Chasing records between offices

We move your history for you

Deciphering a confusing bill or EOB

We translate it in plain English

Writing an appeal letter

We draft and file it

Calling back a second and third time

We follow up until it's resolved

Pushing for an urgent appointment slot

We push, so you don't have to

Filling out the same intake paperwork

We carry your history forward

Confronting a billing department

We ask the hard questions for you

Untangling coordination-of-benefits issues

We sort out who pays what

Ready to Stop Making These Calls Yourself?

Join our exclusive community of members who prioritize best-in-class healthcare — and let us carry the paperwork.

Become a Member