Insurance & Finance Intensive logo

On November 3, 2021, Triage Cancer will host the Insurance & Finance Intensive for health care professionals via computer.

Space is limited and priority will go to individuals who have not attended this training previously. Registration is now closed. Your registration does not guarantee your acceptance. Those accepted will be notified by October 22, 2021. You must respond to the acceptance email in order to receive the Zoom link and materials.

Wednesday, November 3, 2021
7:30am-3:30pm Pacific / 9:30am-5:30pm Central / 10:30am-6:30pm Eastern

(Attendees are asked to log on 10 minutes prior to the start time)

These are live events only. They are not recorded and will not be available for viewing later.

Technology Requirements: The system requirements for Zoom can be found here.  Attendees are required to have a functional web camera to join this program. If you do not have a web camera please email info@triagecancer.org.

Practical Things to Consider:

  • Please register with the email address that you will have access to on the day of the event. Occasionally, emails from Triage Cancer get blocked by hospital or work servers. If you think this will be a problem, please use your personal email address to register.
  • Please enter the mailing address that you have access to. Make sure the address provided is correct.


Joanna Morales, Esq. 
Monica Bryant, Esq. 

Target Audience: Advocates and oncology health care professionals.

Content Level: Beginner

Registration is now closed. Please visit the Insurance & Finance Intensive homepage for upcoming events.

Applicants will be notified of their acceptance by October 22, 2021. If you do not respond to the acceptance email, you will not receive materials or the Zoom link.

Sponsored By
Pharmacyclics logo
For Health Care Professionals
TimeSessionLearning Outcomes
9:30am – 10:20am CTIntroduction to Cancer-Related Legal Issues, Cancer Survivorship, & Advocacy1) Outline how health care professionals can engage in various types of advocacy and encourage patients to be advocates.
10:20am – 11:10am CTAn Overview of the U.S. Health Care System1) Outline the different theories of health care systems. 2) Explain the various elements of a health insurance policy. 3) Define terms used in a health insurance policy
11:10am - 11:25am CTBreak
11:25am – 12:30pm CTEmployer-Sponsored & Individual Health Insurance1) Outline the various individual and employer-sponsored health insurance options available to patients. 2) Describe consumer protections included in various federal and state laws. 3) Explain the health insurance appeals process.
12:30pm - 1:00pm CTLunch
1:00pm - 2:00pm CTEmployer-Sponsored & Individual Health Insurance (Continued)See above.
2:00pm – 2:55pm CTGovernment Sponsored Health Insurance1) Describe eligibility differences for Medicare and Medicaid. 2) Outline steps patients can take to appeal a claim denial for Medicare and Medicaid. 3) Identify resources for patients to learn more about accessing Medicare and Medicaid.
2:55pm – 3:10pm CTBreak
3:10pm – 5:00pm CTNavigating Disability Insurance & Appeals1) Outline how FMLA can be useful to patients. 2) Articulate how disability insurance can be useful to someone who can no longer work, temporarily or permanently, as a result of a cancer diagnosis. 3) Explain how disability insurance works with other leave laws.
5:00pm – 5:25pm CTManaging Finances & Accessing Financial Assistance Options1) Outline practical tools and tips for rebuilding financial health after a cancer diagnosis. 2) Identify financial assistance options available to pay for health care & other expenses.
5:25pm – 5:30pm CTClosing

Accreditation Information

Nurses: 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.

360 minutes of instruction/60 minutes = 6 contact hours

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: 08/26/2020 to 08/26/2023. Social workers completing this course receive 6 continuing education credit.

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 #200708-1642, 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: Tuesday, September 1, 2020 through August 31, 2022. New Jersey social workers will receive 6 General CE credits for participating in this course.

Patient Advocates: Triage Cancer (Provider Code BCPA-ACE2004) 2021 ‘Insurance & Finance Intensive’ is approved for 7 CEs by the Patient Advocate Certification Board to satisfy the requirements for Board Certified Patient Advocates (BCPA). Program Approval Code 18115.

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

Requirements: Participants will be emailed a link to the online evaluation and post-test one day after the completion of the Intensive and will have one week to complete both. Participants must receive a passing grade (80%) on the post-test to receive CEs/Contact Hours (please note: this is not required for patient advocates and HR professionals). Participants who do not pass the post-test will be given one opportunity to re-take the test. Instructions and a link to re-take the exam will be emailed to every participant who does not receive a passing grade on the post-test. If participants do not pass the post-test on the second attempt they will not receive credit. Please note: participants must attend the entire day to be eligible for continuing education/contact hours. Partial credit will not be given.

The relevant certificates will be emailed to eligible attendees within 4 weeks of the event.

Participants who need accommodations for a disability should email info@triagecancer.org.

Questions about Triage Cancer’s accreditation can be made by phone at 424.456.4628 or via email at CEU@TriageCancer.org. Complaints may be filed via fax (424) 258-7064, email CEU@TriageCancer.org or by mail to 6348 N. Milwaukee Ave., #136, Chicago, IL 60646.