Triage Cancer Insurance & Finance Intensive Training Program Event Setup

Triage Cancer® Insurance & Finance Intensive

Triage Cancer's comprehensive Insurance & Finance Intensive is a training program designed specifically for oncology health care professionals and advocates. Participants will learn about health and disability insurance and finances. The program improves patient and caregiver access to valuable information on how to mitigate the financial impact of a cancer diagnosis across the continuum of care.

If you would like to bring the Insurance & Finance Intensive to your community, please complete a training request form. Read more about when and where we have held Insurance & Finances Intensives in the past.


About the Program

Review the agenda, read testimonials from past participants, and print off the program flyer.


Accreditation & More

Read the event bibliography and review profession-specific accreditation information.

About the Program

Program Agenda

Learn more about the agenda for Triage Cancer's comprehensive Insurance & Finance Intensive training program.

  • An Overview of the U.S. Healthcare System
    • A Brief History of the U.S. Healthcare System
    • Different Theories of Healthcare Systems
    • Health Insurance Terms You Need to Know
  • Individual & Employer-Sponsored Health Insurance
    • How to Choose Between Health Insurance Plans
    • Health Consumer Protections
    • What to do When You Lose Coverage Through Your Employer (e.g., COBRA & Marketplace)
  • Government Sponsored Health Insurance
    • Medicare & Medicaid
    • How to Appeal A Claim Denial for Medicare & Medicaid
  • Tips on Using Health Insurance & Appeals
    • Making the Most of Your Health Insurance Coverage
    • What to Do When an Insurance Company Says No
  • Navigating Disability Insurance & Appeals
    • How Patients can Take Time Off and Get Paid
    • How to Apply for Disability Insurance
    • What to Do When a Disability Insurance Company Says No
  • Managing Finances & Getting Financial Help
    • Practical Tips for Rebuilding Financial Health
    • Identify Financial Assistance Options

Testimonials from Insurance & Finance Intensive Participants

This was the most detailed and beneficial overview of insurance and the financial implications of health care for patients that I have experienced in my time in healthcare. This is an invaluable resource and the information and advocacy you two are providing for not only cancer patients, but providers who can in turn utilize the resource to the advantage of our patients is nothing shy of incredible and admirable. Thank you so much for what you do and the inspiration you share!”

“I can’t believe I was allowed to do my job as a nurse navigator without this information!”

“As a nurse, this information is not provided in school and it is difficult to navigate day to day. All nurses need this information and if properly informed could grossly improve patient advocacy and knowledge.”

“I have attended several Triage Cancer workshops and regularly rely on them for information. I couldn't do my job as an oncology social worker without them! Thank you for all you do and how accessible you make all this information. Triage Cancer rocks!”

Printable Flyer

If you are looking for information about Triage Cancer's Insurance & Finance Intensive training program to share with colleagues or your employer, check back soon for our informational flyer.

Check out for information about past Insurance & Finances Intensives.

Accreditation Information

For more accreditation information and requirements to receive credit, please visit the individual event page under the “Register” heading.

Insurance & Finance Intensive Bibliography

View the Insurance & Finance Intensive bibliography.


Triage Cancer is accredited as a provider of nursing continuing professional development by the American Nurses Credentialing Center’s Commission on Accreditation. Nurses who meet the requirements will be awarded 6 contact hours.

Accredited Provider: American Nurses Credentialing Center logo

Social Workers

Triage Cancer, #1689, is approved to offer social work continuing education by the Association of Social Work Boards (ASWB) Approved Continuing Education (ACE) program. Organizations, not individual courses, are approved as ACE providers. State and provincial regulatory boards have the final authority to determine whether an individual course may be accepted for continuing education credit. Triage Cancer maintains responsibility for this course. ACE provider approval period: 8/26/23 to 8/26/26. Social workers participating in this course will receive up to 6 continuing education credits.

Triage Cancer is recognized by the New York State Education Department's State Board for Social Work as an approved provider of continuing education for licensed social workers #SW-0626. Social Workers completing this course will receive 6 contact hours.

This course, Insurance & Finance Intensive, Approval #220903-1113, provided by Triage Cancer is approved for continuing education by the New Jersey Social Work Continuing Education Approval Collaborative, which is administered by NASW-NJ. CE Approval Collaborative Approval Period: Friday, April 8, 2022 through August 31, 2024. New Jersey social workers will receive 6 Non-clinical CE credits for participating in this course.

Board Certified Patient Advocates

Triage Cancer (Provider Code BCPA-ACE2006) ‘Insurance & Finance Intensive’ is approved for 7 CEs by the Patient Advocate Certification Board to satisfy the requirements for Board Certified Patient Advocates (BCPA).

For the specific approval code, visit the individual Intensive registration page.

Human Resources Professionals

Triage Cancer is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® or SHRM-SCP® recertification activities.

Other Professionals

If you would like a general certificate of completion, you must indicate that when completing the Intensive evaluation form. You must attend the entire event.

Evaluation forms are emailed after the Intensive and are required for a certificate. You will also receive a post-test, which is not mandatory, but strongly encouraged.

Post-Test Retake

In order to receive continuing education/contact hours, social workers and nurses must receive at least an 80% on the post-test. Participants have two opportunities to pass the post-test. If you did not pass the post-test on your first attempt, you can click here to attempt the post-test once more.

Post-tests are due one week after the event date. If you have any questions, email


Servier: Moved by you
Daiichi-Sankyo logo
Pfizer logo