Practice tools
Tools that support advocacy work
Workflow map
| Work | Tool capability | Available in PARC now |
|---|---|---|
| Intake and permissions | Goals, authority, scope, contacts and consent | Blank intake checklist |
| Engagement | Scope, fees, limits and cancellation terms | Agreement-discussion checklist, not a legal contract |
| Time and invoicing | Billable/nonbillable time, approvals, retainers, expenses | Blank time log and earnings planner |
| Records organization | Index, source, received date, authorized sharing and version | Blank document index |
| Patient timeline | Events, source references, unresolved questions | Blank chronology with synthetic example |
| Appointments | Agenda, questions, notes, decisions and follow-up | Printable preparation sheet |
| Denied claims | Plan type, denial reason, deadlines, evidence and receipt | Appeal preparation checklist |
| Financial assistance | Program criteria, status, application evidence | Research/referral tracker |
| Case management | Tasks, owners, due dates, communication and closure | Weekly/closure checklist |
Vendor candidates: what is actually supported
VSuite
Observed: Vendor advertises case notes, files, collaboration and case time tracking
Unknown: Current price, BAA terms, covered features, permissions, audit, export, deletion, subcontractors
MyJunna
Observed: Vendor describes client/care-management workflows and coordination
Unknown: Same contractual/security checks; exact advocate workflow fit and total price
APHA-associated practice infrastructure
Observed: Public preceptorship page describes practice-management system access
Unknown: Vendor identity, eligibility, fee, portability, independent-practice rights
A vendor's own “HIPAA compliant” wording is a marketing assertion until the relevant contract, configuration and organizational controls have been evaluated. Ordinary free time trackers, calendars, cloud documents or consumer AI tools are not automatically suitable for patient records — even names, meeting subjects and billing descriptions can reveal sensitive information.
Procurement checklist
Record the exact product/plan, price and date, customer role, information processed, BAA availability if relevant, permitted uses, role permissions, multifactor authentication, logs, encryption, backups, export format, deletion/retention, incident notice, support, subcontractors and offboarding costs. Test usability with fictional data.