SoCal Patient Advocacy LLC
Effective Date: January 1, 2026

SoCal Patient Advocacy LLC (“we,” “us,” or “our”) is committed to protecting your privacy and the confidentiality of your personal and health-related information. This Privacy Policy explains how we collect, use, store, and protect information you provide through our website and our services.

1. Information We Collect

We may collect the following types of information:

a) Personal Information

Name
Email address
Phone number
Address
Relationship to patient

b) Health-Related Information

If you submit information through our forms or during our work together, this may include:

Medical conditions
Diagnoses
Treatment history
Care plans
Provider information
Insurance information
End-of-life or hospice-related information

c) Website Usage Information

We may collect limited non-identifying information such as:

Browser type
Device type
Pages visited
Time spent on the site

This data is used only to improve the website and user experience.

2. How We Use Your Information

We use your information to:

Respond to inquiries and consultation requests
Provide patient advocacy and care navigation services
Communicate with you and your authorized representatives
Coordinate with healthcare providers at your direction
Maintain internal records
Improve our services and website

3. Medical Information & HIPAA

Although SoCal Patient Advocacy LLC is not a healthcare provider, we treat all health-related information with HIPAA-level confidentiality standards.

When appropriate, we use a HIPAA Authorization Form signed by you to request or share medical records with providers.

4. How Your Information Is Protected

We take reasonable and appropriate measures to protect your information, including:

Secure storage of digital files
Limited access to sensitive information
Use of password-protected systems
Use of reputable software and cloud services

However, no system can be guaranteed to be 100% secure.

5. How We Share Information

We do not sell, rent, or trade your personal information.

We may share information only:

With your written authorization
With healthcare providers, hospice, or agencies at your request
When required by law
To protect safety, rights, or property

6. Your Rights

You have the right to:

Request access to your information
Request corrections
Revoke authorizations (in writing)
Request deletion of your information where legally and practically possible

7. Website Forms & Email

Please be aware:

Submitting information through website forms or email is not guaranteed to be fully secure.
We recommend not submitting extremely sensitive information unless necessary.
We will always handle your information with care and confidentiality once received.

8. Cookies & Tracking

Our website may use basic cookies or analytics tools to understand how visitors use the site. These do not collect medical or sensitive personal information.

You can disable cookies in your browser settings.

9. Third-Party Services

Our website or services may use third-party tools such as:

Website hosting providers
Scheduling tools (e.g., Calendly)
Form services
Payment processors

These providers have their own privacy policies and security practices.

10. Children’s Privacy

This website is not intended for use by children under 18. We do not knowingly collect information from children.

11. Changes to This Policy

We may update this Privacy Policy from time to time. Updates will be posted on this page with a new effective date.

12. Contact Information

If you have any questions about this Privacy Policy or how your information is handled, please contact:

SoCal Patient Advocacy LLC
Website: www.socalpatientadvocacy.com

Important Disclaimer

SoCal Patient Advocacy LLC is a non-medical, non-legal advocacy service and does not provide medical treatment or legal advice.

⚠️ Strong Recommendation

Client Acceptance & Declination Policy

PURPOSE

SoCal Patient Advocacy LLC is a boutique, solo, premium patient advocacy practice. In order to provide ethical, safe, and high-quality services, we intentionally limit our caseload and carefully screen each potential engagement.

This policy exists to:

Protect clients
Protect the quality of advocacy services
Protect ethical, legal, and professional boundaries
Ensure appropriate fit and scope

GENERAL ACCEPTANCE CRITERIA

SoCal Patient Advocacy LLC typically accepts cases when:

The client understands and agrees to the non-medical, non-legal advocacy role
The client or legal decision-maker consents to advocacy involvement
The case is within the scope of patient advocacy, care navigation, and coordination
Communication is respectful and collaborative
Expectations are realistic and aligned with what advocacy can provide
The Advocate has capacity to take the case without compromising existing clients

CASES THAT MAY BE DECLINED

SoCal Patient Advocacy LLC may decline or discontinue services if:

1. Scope & Role Conflicts

The client expects:
- Medical decision-making
- Medical advice or treatment
- Legal advice
- The Advocate to override physicians, facilities, or family members
The client wants the Advocate to act as:
- A treating provider
- A legal representative
- A power of attorney

2. Safety, Ethics & Legal Concerns

There is suspected:
- Abuse, neglect, or exploitation that cannot be ethically supported
- Coercion or undue influence
- Unsafe or illegal activity
The Advocate is asked to:
- Misrepresent information
- Circumvent laws or policies
- Participate in ethically or legally inappropriate actions

3. Behavioral or Relationship Issues

Abusive, threatening, or disrespectful behavior toward:
- Advocate
- Healthcare providers
- Staff or agencies
Persistent boundary violations
Repeated non-payment or contract violations

4. Clinical or System Limitations

The case requires:
- 24/7 coverage
- Medical or legal services
- Services outside Advocate’s scope or capacity
The situation cannot reasonably benefit from advocacy services

5. MAiD-Specific Declination Criteria

MAiD-related services may be declined if:

There is evidence of:
- Coercion or family pressure
- Lack of patient capacity
- Conflict among decision-makers that cannot be ethically navigated
The request does not meet legal criteria
The process is being pursued in a way that violates law or medical ethics

RIGHT TO TERMINATE SERVICES

SoCal Patient Advocacy LLC reserves the right to terminate services if:

The case evolves beyond appropriate scope
Ethical or legal concerns arise
Boundaries are not respected
Payment terms are violated
The working relationship becomes non-therapeutic or unsafe

REFERRALS

When possible, appropriate referrals will be provided to:

Legal counsel
Medical providers
Social services
Case management agencies
Other advocacy or support resources

POSITIONING STATEMENT

SoCal Patient Advocacy LLC is intentionally structured to serve:

A small number of complex, high-need cases
With high-touch, personalized, expert-level advocacy
In a manner that is ethical, lawful, and emotionally sustainable

Not every case is the right fit — and that selectivity is a feature, not a limitation.

Privacy Policy