How Patient Advocates Help Navigate Treatment Changes for Chronic Illness

- Treatment changes are common in chronic illness care due to disease progression, medication side effects, or updated clinical guidelines. Advocates help patients interpret these shifts and maintain medicine adherence even during complex transitions.
- Patient advocates support every stage of the care journey, from organizing medical records and scheduling checkups to assisting with prior authorizations and setting up digital health records as part of a chronic disease management (cdm) plan.
- Lifestyle modifications and symptom monitoring are essential for stability. Advocates help integrate healthy lifestyle changes—like diet, physical activity, or equipment use—into sustainable self-management strategies that improve long-term outcomes.
- Advocacy is especially valuable for patients with multiple chronic conditions such as COPD, chronic pain, or osteoporosis, or those who face stress, limited caregiver support, or difficulty accessing support services or a mental health provider.
Managing a chronic illness often means adapting to changes—sometimes small, sometimes life-altering. Treatment plans that once worked can stop working. New medications, new doctors, or new insurance rules can force patients to rethink how they manage their health. For Medicare beneficiaries, who represent a large percentage of people living with chronic conditions, these transitions can feel overwhelming and unclear.
About 70% Medicare beneficiaries live with at least two chronic conditions. From diabetes and COPD to osteoporosis and chronic pain, the long-term demands of these diagnoses rarely stay still. Treatment plans must evolve—and with them, so must the support systems patients rely on.
This article explores how patient advocates, particularly those at Solace, help patients navigate treatment changes with clarity, coordination, and compassion. You’ll learn what makes these transitions so difficult, how advocates step in at each stage of the journey, and when you might benefit from their support.

The Challenges of Treatment Changes for Chronic Illness Patients
Even small shifts in care plans can disrupt routines, introduce uncertainty, and make patients feel like they’re starting over.
Common Reasons for Treatment Changes
Chronic illness treatment is not static. Many patients experience changes in their care due to a variety of evolving circumstances. These shifts can stem from new medical knowledge, changes in health status, or external barriers like cost or availability. Some of the most common drivers of these changes include:
- New research or updated medical guidelines that shift best practices for managing chronic conditions.
- Adverse reactions or side effects from medications that require tapering or switching.
- Disease progression that calls for more intensive or different types of care.
- Insurance coverage changes that render previously covered treatments unaffordable.
- The arrival of new treatment options that may offer better results or fewer risks.
Each of these shifts can trigger a ripple effect—new appointments, lab tests, medications, or equipment—all of which require careful coordination and understanding. Managing these elements on your own can be difficult, especially for those already balancing multiple chronic conditions. That’s where patient advocacy support can make a meaningful difference.
Barriers Patients Face During Treatment Transitions
When treatment changes occur, patients often face multiple obstacles at once. The combination of logistics, terminology, and emotional strain can quickly become overwhelming. Advocates step in to reduce confusion and offer stability. Specific barriers include:
- Confusing medical jargon that makes it hard to understand what’s being recommended.
- Poor coordination between specialists, PCPs, and pharmacies, leading to communication gaps.
- Insurance delays or denials that stall access to urgently needed medications or services.
- Difficulty managing multiple prescriptions, especially during overlap periods or titration.
- Emotional stress that can exacerbate depression, anxiety, or mood disorders.
These issues can make even small changes to a treatment plan feel destabilizing. The sense of losing control can lead some patients to disengage or delay care. Support from a knowledgeable advocate can help avoid those outcomes.
What is a Solace Advocate and How Do They Help?
When the system gets complicated, Solace advocates provide a steady, expert presence to help patients navigate the healthcare system.
The Role of Solace Advocates in Chronic Illness Management
Solace advocates are trained care professionals—RNs, case managers, and others—who specialize in guiding Medicare beneficiaries through the healthcare system. (And Solace advocates are covered by Medicare.) They bring a deep understanding of medical systems, insurance processes, and patient needs. They don't work for hospitals, insurers, or provider networks—which means their loyalty is to the patient, not the system. That independence is critical when care gets complicated.
Their approach is patient-centered: They tailor support based on your unique condition, treatment plan, and life circumstances. Whether you’re adjusting to a new blood pressure management plan, trying to understand Food and Drug Administration-approved therapies, or just getting set up with regular checkups, they meet you where you are. Their presence helps patients feel seen, supported, and prepared.
Key Advocacy Services During Treatment Changes
During complex treatment changes, advocates can help by offering targeted services that span both clinical and logistical support. Their help is especially valuable when patients are trying to understand a new treatment direction or reconnect with providers. These services often include:
- Explaining your medical options in language that makes sense, not medical shorthand.
- Coordinating communications between your primary care doctor, specialists, and pharmacy.
- Helping you prep for appointments, including what to ask and what to bring.
- Attending your appointments by phone or video to help you ask the right questions
- Organizing your records, including medicine lists, test results, and summaries.
- Providing emotional support, especially when the change feels like a setback or loss.
They act as both a translator and a teammate, making the entire system feel less fragmented. Their support not only reduces errors but also restores a sense of control and stability. These aren’t just administrative tasks—they’re touchpoints for trust and continuity.

Before the Treatment Change: How Advocates Prepare Patients
Anticipating what’s coming is one of the most powerful ways advocates reduce confusion and strengthen a patient’s role in their own care.
Understanding the Need for Treatment Changes
Treatment changes are often prompted by important shifts in a person’s health, provider guidance, or access to medications. Patients may not always understand why a change is being recommended or how it affects their care. Solace advocates help clarify these details and prepare patients with the necessary tools. Their work often involves:
- Clarifying the rationale for the change, whether it’s a new guideline or a reaction.
- Collecting relevant records and lab results so nothing gets lost in translation.
- Researching alternative treatments and confirming what’s appropriate for your diagnosis.
- Making sure your personal concerns—like side effects or preferences—are heard.
- Helping you create a list of questions for your upcoming medical appointments.
This kind of preparation promotes confidence going into appointments. It also helps providers make better-informed decisions with more accurate patient context. Patients feel more in control and more invested in the choices being made.
Financial Preparation for Treatment Changes
The financial implications of a treatment change can’t be ignored. Insurance coverage, prior authorizations, and out-of-pocket costs all affect what is feasible. Advocates are equipped to identify and address these barriers in advance. Their support may include:
- Reviewing what Medicare or your Medicare Advantage plan will pay for, including medications, devices, or specialist visits.
- Securing prior authorizations or helping your doctor do it correctly the first time.
- Estimating out-of-pocket costs for copays, coinsurance, or DME (durable medical equipment).
- Finding medication discount or patient assistance programs from nonprofits or pharmaceutical companies.
- Appealing denied claims when you’ve hit a coverage wall.
By handling these complexities early, advocates help patients avoid delays or dropped treatments. Their guidance also reduces the stress that can come from unexpected bills. When cost isn’t a mystery, patients are more likely to follow through.
During the Treatment Transition: Advocacy in Action
Once changes are underway, real-time support can mean the difference between a smooth adjustment and a stressful breakdown in care.
Ensuring Continuity of Care
When a treatment change is put into motion, the transition period can be fraught with complications. Medications may overlap, new appointments must be scheduled, and it’s easy for things to fall through the cracks.
Solace advocates help ensure continuity and consistency during transitions of care. Their support may include:
- Coordinating records and recommendations between outgoing and incoming providers.
- Preventing treatment gaps by tracking prescriptions, infusion dates, or therapy schedules.
- Helping patients stay on top of medication overlaps, titrations, or new dosing protocols.
- Watching for side effects that may require intervention or modification.
- Making sure everyone—from specialists to pharmacists—is aligned.
Without that kind of active coordination, patients often find themselves repeating information, chasing down paperwork, or missing doses. By keeping everything synchronized, advocates help reduce stress and improve treatment adherence. Their presence acts as a safety net when systems are slow to adapt.
Addressing Problems That Arise During Transitions
Even with good planning, new treatments can trigger unexpected challenges. Pharmacies can misfill prescriptions, insurance coverage may shift, or side effects may surface without warning. When this happens, advocates step in quickly. They help with:
- Calling the pharmacy or doctor’s office if your medication isn’t ready or is delayed.
- Assisting with insurance questions or denials, including time-sensitive appeals.
- Scheduling, rescheduling, or fast-tracking appointments if needed.
This kind of real-time problem-solving keeps care on track when surprises arise. Instead of feeling abandoned by the system, patients know they have someone in their corner. The result is faster resolution and fewer interruptions in care.

After the Treatment Change: Ongoing Support and Monitoring
The work doesn’t end once a new plan starts—this is when sustained attention can make the biggest impact on long-term outcomes.
Monitoring Treatment Effectiveness
Once a new treatment plan begins, the job isn’t over—it shifts into follow-up and refinement. Patients need support as they adjust, track changes, and evaluate how well things are working. Solace advocates guide this process with services like:
- Helping patients track symptoms using diaries, logs, or digital tools.
- Scheduling and organizing follow-ups, labs, or imaging to evaluate progress.
- Guiding conversations with doctors to refine your management plan.
Monitoring helps catch problems early and reinforces what’s working well. It also encourages more collaborative discussions with providers. Most importantly, it ensures that patients don’t feel forgotten once the change is underway.
Long-term Treatment Management Strategies
For many patients, the real challenge is not starting a new treatment—it’s sustaining it over months or years. Advocates help create durable routines that make long-term management realistic. Some of those strategies include:
- Creating routines for medications, check-ins, and symptom monitoring.
- Developing care plans that work across providers and settings.
- Helping set up tools, such as a digital health record, My Food Diary, or pill organizer.
- Adjusting plans as your condition evolves or life circumstances change.
- Planning ahead for eventual reevaluations or new care goals.
These long-term supports help reduce burnout, improve treatment adherence, and allow patients to adapt more easily when life changes. Whether you’re managing invisible symptoms or complex medication regimens, advocates help you stay steady. It’s a way of building resilience, not just compliance.
Real-World Examples: How Solace Advocates Make a Difference
These case studies show how behind-the-scenes advocacy can shape the trajectory of a patient’s care in tangible, lasting ways.
Solace Case Study 1: Navigating Complex Medication Changes
Even with referrals in hand, medication changes can fall apart when symptoms worsen and communication stalls. Charles*, who lived alone, was getting dizzy and nauseous but hadn’t heard back from the specialists his doctor recommended. Too sick to follow up himself, he told his daughter Liz he was fine—until she reached out to Solace. Even with referrals in hand, medication changes can fall apart when symptoms worsen and communication stalls. Charles, who lived alone, was getting dizzy and nauseous but hadn’t heard back from the specialists his doctor recommended. Too sick to follow up himself, he told his daughter Liz he was fine—until she reached out to Solace.).
His Solace advocate jumped in fast and caught several breakdowns that could’ve led to errors. She helped by:
- Reviewing Charles’s medication list and confirming that a new anti-nausea prescription wouldn’t interact with his blood pressure medications.
- Calling both specialists’ offices to track down missing intake forms and confirm whether any pre-appointment labs were needed.
- Coordinating with Charles’s pharmacy to hold a pending prescription until updated clinical notes could be submitted.
- Helping Charles start a new medication routine after he was diagnosed with acute vertigo, including written instructions and a daily tracker.
- Sharing clear medication and appointment updates with Liz, so she could support her father without second-guessing what was happening.
With this intervention, Charles avoided both medication errors and treatment delays. He started improving within days, regained his balance within weeks, and now has a direct line to his advocate whenever questions come up.
* Note: names changed; story shared with permission
Solace Case Study 2: Transitioning Between Specialists
Switching doctors mid-treatment is never easy—especially when you’re managing chronic conditions. Julia, a Solace patient recently diagnosed with heart disease, also had limited mobility and no nearby support. She needed a new cardiologist and a more organized care plan, but didn’t know where to begin. Her daughter lived 40 miles away, and the logistics were becoming overwhelming.
Julia’s advocate took over the tasks that were holding things up. Her advocate stepped in to:
- Work with Julia’s new cardiologist and primary care doctor to schedule regular telehealth visits.
- Translate medical notes into plain language Julia could actually understand.
- Appeal a denied insurance claim that should have been routine—and win.
- Set up a shared care plan that included a health journal, medication tracking, and space to flag ongoing concerns.
- Keep Julia’s daughter informed, so she could support her mom without taking on a full-time care role.
Because of that support, Julia didn’t just stay on track—she started feeling more confident about her care. Her Solace advocate now helps her prep for appointments, untangle paperwork, and focus on what really matters: spending time with her family, not managing a medical crisis.

When Advocacy is Most Valuable for Treatment Changes
Not every transition needs outside support—but when the stakes are high, advocacy can become a critical layer of protection.
High-Risk Transition Situations
Some patients face treatment transitions that carry greater risks. Whether because of medical complexity, emotional distress, or system fragmentation, these situations benefit most from advocate involvement. Red flags include:
- Managing multiple chronic conditions like COPD, diabetes, and hypertension at once.
- Needing to switch or layer multiple medications during a short time window.
- Cognitive issues or memory concerns that impact treatment adherence.
- Having limited or no family support to help with logistics or communication.
- Facing language, literacy, or tech barriers that prevent full participation in care.
In these scenarios, advocates serve as an anchor. They make sure nothing slips between the cracks—not the paperwork, not the follow-through, and not the patient. That stability can be lifesaving when things are moving fast or falling apart.
Signs You May Benefit from an Advocate
Even if you’re not in a high-risk group, there are everyday indicators that suggest advocacy could help. If any of these sound familiar, it might be worth reaching out:
- You feel like no one is explaining what’s happening—or why.
- You’re coordinating multiple doctors and appointments, but they aren’t talking.
- You’re stuck waiting for insurance to approve something urgent.
- You’re afraid you’re missing something important—or making a mistake.
It’s not weakness to ask for help with your healthcare. In fact, people who use advocates often feel stronger, more informed, and more in control than they did before.
How to Work Effectively with a Solace Advocate
The more aligned you are with your advocate, the more efficient and impactful your support will be during any treatment change.
Setting Clear Goals and Expectations
The most productive advocate-patient relationships begin with shared clarity. That means aligning on what you want to accomplish, how you like to communicate, and where the advocate can make the most impact. It helps to:
- Define your top priorities—like medication safety, appointment prep, or insurance navigation.
- Clarify how you want to stay in touch, whether that’s phone, email, or message portal.
- Talk through the advocate’s role, including what they do and don’t do.
- Make a plan together for the next 2–4 weeks of treatment-related tasks.
This kind of front-loaded clarity keeps both sides moving in sync. It also builds trust faster, since expectations are out in the open. You don’t need to have all the answers—just a starting point and a willingness to collaborate.
Maximizing the Advocate-Patient Partnership
The best outcomes come from partnership—shared attention, shared investment, and shared momentum. You can make the most of your advocate by:
- Being open about your experiences, even if they’re frustrating or complicated.
- Following through on small steps, like uploading a document or making a call.
- Asking questions early, before something becomes a bigger issue.
- Giving feedback on what’s helpful, so the advocate can adjust their approach.
This is your care, your life, your time. The advocate is there to amplify—not replace—your voice. When it works well, it feels less like case management and more like collaboration.

The Cost-Benefit Analysis of Using an Advocate
For many Medicare patients, the return on advocacy isn’t just emotional or logistical—it’s financial and clinical as well.
Understanding Advocacy Costs and Coverage
For most Medicare patients, Solace advocacy is covered at no additional cost (though considerations like deductibles and coinsurance may apply). But like anything in healthcare, the specifics can vary depending on your plan type and services used. Here’s what to keep in mind:
- Original Medicare covers Solace services
- Most Medicare Advantage plans cover Solace as well
- Solace will never charge hidden fees, chase you for a bill, or send you to collections
Financial clarity is part of what makes Solace different. You’ll always know what’s covered, what isn’t, and what to expect before you commit to anything.
Long-term Benefits of Advocacy During Treatment Changes
It’s one thing to survive a treatment change. It’s another to come out of it healthier, more confident, and better connected to your care. Over time, sustained advocacy can reshape not just outcomes—but your entire experience of the healthcare system.
How Advocacy Support Can Improve Treatment Transitions
These aren’t abstract wins—they’re real, tangible improvements that build over time. For patients living with chronic illness, that kind of momentum can make treatment feel less like a grind and more like a path forward.
And when you’re not the only one keeping track of every moving piece, it becomes much easier to focus on getting better.

FAQ: Frequently Asked Questions About Advocacy for Treatment Changes
How do I know if I need an advocate for my treatment change?
If you’re feeling confused, overwhelmed, or unsure about a treatment change, that alone is a sign you might benefit from advocacy support. This is especially true if your chronic condition is worsening, if you’re managing a new diagnosis, or if you’re transitioning between medications or specialists. Advocates are particularly helpful when you’re juggling health management tasks across multiple providers and don’t feel like you have a clear plan. They can also help if you’re just looking for a second set of eyes on your chronic disease management (cdm) plan or want help preparing for a key medical decision.
Will my doctor work with my advocate?
Yes—most providers are open to working with patient advocates, especially when the advocate helps streamline communication and reduce confusion. At Solace, advocates don’t interfere with clinical judgment, but they do help patients ask better questions, organize their home medicines review, and document what was said after appointments. Doctors often appreciate having an informed and prepared patient, and many have said that regular care becomes smoother when an advocate is involved.
What’s the difference between a care manager and a Solace advocate?
Care managers usually work for insurance companies or hospitals and are tasked with overseeing a patient’s case according to organizational policies. Solace advocates, on the other hand, are patient-centered and independent—they aren’t tied to any insurer or health system, so their focus is entirely on supporting you. That includes helping you stick with your treatment plan, improve medicine adherence, schedule checkups, or connect with support services that aren’t always offered through traditional care management.
How much time does advocacy support typically require?
It depends on your situation. Some patients just need a few calls during a treatment transition—others benefit from ongoing help managing symptom tracking, organizing digital health records, or planning follow-up visits. In general, advocacy is designed to fit into your routine without adding pressure, and many patients say it actually saves them time by reducing confusion, minimizing duplicate appointments, and preventing gaps in ongoing medical care.
Can advocates help with experimental treatments?
Yes, especially when it comes to reviewing eligibility criteria, researching clinical trials, or preparing consent documentation. While advocates don’t make clinical decisions, they can help you understand the risks, benefits, and procedural steps involved. This is especially useful when you’re considering options outside of FDA-approved therapies or navigating programs sponsored by a nonprofit organization or university health system.
What if I disagree with my doctor about a treatment change?
Disagreements between patients and doctors happen—and they don’t always mean someone is wrong. A Solace advocate can help you clarify your concerns, gather a second opinion, and prepare questions for follow-up visits. They can also help you find a psychologist, mental health provider, or another specialist if the disagreement relates to emotional well-being or mental health factors that might be affecting treatment planning.
How do advocates maintain patient privacy?
All Solace advocates follow HIPAA-compliant protocols and only access or share your information with your explicit permission. Your medical records, preferences, and care plan stay under your control, and nothing is shared with providers, caregivers, or insurers unless you authorize it. This makes advocacy a safe option for those managing sensitive diagnoses, mental health support needs, or complex family dynamics.
Can an advocate help if I’m considering stopping treatment?
Yes—and this is actually one of the most important moments to have support. Solace advocates won’t pressure you, but they will help you explore why you’re thinking about stopping and whether alternatives exist. They can also connect you with mental health provider referrals, individual counseling resources, and stress-relief activities that might address emotional or physical burdens contributing to that decision.
What kind of support is available for caregivers during treatment changes?
Solace advocates don’t just support patients—they also help caregivers manage the ripple effects of treatment changes. That includes coordinating schedules, organizing transportation, clarifying insurance questions, and even helping with paperwork or symptom tracking. By connecting caregivers with community-based support services and helping establish healthy lifestyle changes for the patient, they ease both emotional and logistical strain on loved ones.
Can advocates help me create a long-term strategy for symptom management?
Absolutely. Advocates are trained in self-management strategies, including tools for symptom monitoring, medication tracking, and lifestyle adjustments that support long-term health. Whether you’re managing pain, fatigue, or emotional changes, they can help you build a routine that integrates stress reduction, equipment use, physical activity, and check-in systems with your providers.
This article is for informational purposes only and should not be substituted for professional advice. Information is subject to change. Consult your healthcare provider or a qualified professional for guidance on medical issues, financial concerns, or healthcare benefits.

- Health Services Research: Multimorbidity among Medicare beneficiaries
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- Solace Health: Homepage
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- Solace Health: Apply for medication discount program
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- Solace Health: Julia
- Solace Health Glossary: Telehealth services
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