Online Insurance & Finance Intensive Registration | July 24, 2026
7am-3:30pm PT | 9am-5:30pm CT | 10am-6:30pm ET
(Attendees are asked to log on 10 minutes prior to the start time)
Content Level: Beginner
Audience: Advocates and health care professionals
Space for the Insurance & Finance Intensive is limited and priority will go to individuals who have not attended this training previously. Your registration does not guarantee your acceptance. You must respond to the acceptance email in order to receive the Zoom link and materials.
Registration
Practical Things to Consider When Registering
- Please register with the email address that you will have access to on the day of the event. Occasionally, emails from Triage Health 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.
- Please check your spam folder for emails from Triage Health. Some hospital or external servers have been known to block our emails.
If you are having difficulty accessing the embedded registration form, please follow this link to register instead.
Participants who need accommodations for a disability should email sw@triagecancer.org
Agenda
| Time | Session | Learning Outcomes |
|---|---|---|
| 9:00am – 10:00am CT | Introduction to Cancer-Related Legal Issues, Cancer Survivorship, & Advocacy | 1) Outline how health care professionals can engage in various types of advocacy and encourage patients to be advocates. |
| 10:00am – 10:55am CT | An Overview of the U.S. Health Care System | 1) 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. |
| 10:55am – 11:10am CT | Break | |
| 11:10am – 12:25pm CT | Employer-Sponsored & Individual Health Insurance | 1) Outline the various individual and employer-sponsored health insurance options available to patients. 2) Describe the consumer protections included in various federal and state laws. 3) Explain the health insurance appeals process. |
| 12:25pm – 1:00pm CT | Lunch | |
| 1:00pm – 2:10pm CT | Employer-Sponsored & Individual Health Insurance (Continued) | See above. |
| 2:10pm – 3:10pm CT | Government Sponsored Health Insurance | 1) Describe the 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. |
| 3:10pm – 3:25pm CT | Break | |
| 3:25pm - 5:25pm CT | Navigating Disability Insurance & Appeals | 1) Outline how the ADA and 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. |
| 5:25pm – 5:30pm CT | Closing |
Accreditation Information
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.
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: 08/26/2023 to 08/26/2026. 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 #02032025-147, 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: Monday, February 3, 2025 through August 31, 2026. New Jersey social workers will receive 6 CE credits for participating in this course.
Board Certified Patient Advocates (BCPA) Program Approval Code: BCPA-ACE2006.20260724
Triage Cancer is recognized by SHRM to offer Professional Development Credits(PDCs) for SHRM-CP® or SHRM-SCP® recertification activities.

If you would like a general certificate of completion, you must indicate that when completing the Insurance & Finance Intensive evaluation form. You must attend the entire event.
Evaluation forms are emailed after the event and are required for a certificate. You will also receive a post-test, which is not mandatory, but strongly encouraged.
Attendance
In order to receive CE/contact hour/PDC, attendees must register individually. Participants who “listen in” on another participant’s phone/computer will not be eligible for credit. Participants must attend the entire event. No partial credit will be given.
Post-test & Evaluation
Participants will be emailed a link to the online evaluation and post-test after the completion of the Insurance & Finance 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.
The relevant certificates will be emailed to eligible attendees within 4 weeks of the event.
Questions about Triage Cancer’s accreditation can be made by phone at424.456.4628 or via email at CE@TriageCancer.org. Complaints may be filed via fax (424) 258-7064, email CE@TriageCancer.org or by mail to 6348N. Milwaukee Ave. #136, Chicago, IL 60646.
While this educational program has received commercial support from the previously listed sponsors the content of the program has no relation to the commercial interest of the organization’s products or services.
Triage Cancer uses the Zoom platform to host its webinars. Please see Zoom's system requirements for more information.
An email will be sent to you after you register with additional login information.
Experts
Presenting the Triage Health Intensive are Triage Health CEO, Joanna Doran, Esq., and CMO, Monica Bryant, Esq. Throughout their careers, they have presented more than one thousand educational seminars on health-related legal and practical issues.