Frequently Asked Questions

Get your questions answered

Everything you need to know about Patient Advocate, from getting started to advanced features and integrations.

Getting Started

Features & Functionality

Pricing & Plans

Security & Compliance

Support & Training

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Popular Resources

Quick links to our most helpful guides and documentation.

Getting Started Guide

Step-by-step instructions for setting up your practice on Patient Advocate.

Integration Setup

Learn how to connect your existing practice management software.

Best Practices

Tips and strategies for maximizing case acceptance rates.

Get your questions answered

Getting Started

What is Patient Advocate and how does it work?

How long does it take to set up Patient Advocate?

Do I need to install any software?

Can I import my existing patient data?

Features & Functionality

What integrations are available?

How does the presentation builder work?

Can I track case acceptance rates?

Is there a mobile app?

Pricing & Plans

What are your pricing plans?

Is there a free trial available?

Can I change plans later?

Are there any setup fees?

Security & Compliance

Is Patient Advocate HIPAA compliant?

Where is my data stored?

Who has access to my practice data?

What happens if I cancel my subscription?

Support & Training

What support options are available?

Do you provide training for my team?

Is there ongoing technical support?

How often do you release updates?

Still have questions?

Popular Resources

Getting Started Guide

Integration Setup

Best Practices