MISSION STATEMENT - Patient AdvocatePatient Advocate Foundation is a national non-profit...

27
MISSION STATEMENT Patient Advocate Foundation is a national non-profit organization that seeks to safeguard patients through effective mediation assuring access to care, maintenance of employment and preservation of their financial stability. Patient Advocate Foundation serves as an active liaison between the patient and his/her insurer, employer and/or creditors to resolve debt crisis matters relative to his/her diagnosis through professional case managers, doctors and healthcare attorneys. PATIENT ADVOCATE FOUNDATION 700 Thimble Shoals Boulevard, Suite 200 Newport News, Virginia 23606 Tel: (757) 873-6668 Fax: (757) 873-8999 1-800-532-5274 www.patientadvocate.org E-Mail: [email protected] PAF is a tax-exempt 501(c)3 non-profit organization Federal Tax ID Number: 54-1806317

Transcript of MISSION STATEMENT - Patient AdvocatePatient Advocate Foundation is a national non-profit...

Page 1: MISSION STATEMENT - Patient AdvocatePatient Advocate Foundation is a national non-profit organization that seeks to safeguard patients through effective mediation assuring access to

MISSION STATEMENTPatient Advocate Foundation is a national non-profit organization that seeks

to safeguard patients through effective mediation assuring access to care, maintenanceof employment and preservation of their financial stability.

Patient Advocate Foundation serves as an active liaison between the patient andhis/her insurer, employer and/or creditors to resolve debt crisis matters relative to

his/her diagnosis through professional case managers, doctors and healthcare attorneys.

PATIENT ADVOCATE FOUNDATION700 Thimble Shoals Boulevard, Suite 200

Newport News, Virginia 23606Tel: (757) 873-6668 Fax: (757) 873-8999

1-800-532-5274www.patientadvocate.org

E-Mail: [email protected]

PAF is a tax-exempt 501(c)3 non-profit organizationFederal Tax ID Number: 54-1806317

Page 2: MISSION STATEMENT - Patient AdvocatePatient Advocate Foundation is a national non-profit organization that seeks to safeguard patients through effective mediation assuring access to

“I cannot express the burden that has been lifted by the help of PAF. I thankGod for his help through all the trials of life and for provding for methrough PAF. The Patient Advocate Foundation has been a miracle in mylife.” --Muskegon, MN

“Your foundation is an answer to one’s unsure feelings about tomorrow. Iwas struck with cancer with no medical insurance at the time of diagnosis. I

contacted the Patient Advocate Foundation and received moral support as well as help talking to the creditors. Your foundation makes a difference in

people’s lives.” --Mendenhall, MS

“My case manager is an angel. She understood all my needs and handledthem with love and care.” –Vero Beach, FL

“You certainly brightened my future and provided relief from the worry of how I could receive the medication that enabled me to recover and obtain a long wished for job with improved insurance coverage. The medication hasprolonged my life and was my only choice of treatment for my diagnosis.” --Wilmar, AR

“You were able to connect me with many services both state, federal and private that can fulfill any need one has. Your service really helped my stresslevel and depression by helping me resolve a very critical aspect of my battle

with cancer, funds to live on and help pay my bills.” --Marietta, GA

PATIENT ADVOCATE FOUNDATIONProviding Professional Services since 1996

Page 3: MISSION STATEMENT - Patient AdvocatePatient Advocate Foundation is a national non-profit organization that seeks to safeguard patients through effective mediation assuring access to

A Letter from the CEOA Year of Relationships…

As the Harvard study, Medical Bills Leading Cause ofBankruptcy, Feb. 3, 2005 relayed to all of us this year,fifty percent of all Americans whose families have a sus-tained, chronic, life-threatening illness that requires oneor both spouses to stop working for six months or longer,the result is personal bankruptcy. We at Patient AdvocateFoundation felt a burden had been lifted, for this realityis the world in which our case managers and health careattorneys work daily to assist our patients who often findthemselves confronting this stark reality.

Relationships with our patients this year illustrated to usthere is a continued lack of access to prescribed health-care that both our insured and uninsured patients areconfronting. A total of 3.8 million people brought theirissues and questions to Patient Advocate Foundation thisyear. Our case managers and leadership team membershave reported that the acuity of the problems we havehandled this year is accelerated from previous years.Changes in plan language for insured patients that capannual benefits that will not sustain treatment for sixmonths for an average cancer patient; formularies thatrequire step therapy for critically ill patients, forcinghigher payments for branded drugs that may reduce sec-ondary effects and enhanced effectiveness and adherenceto the treatment protocol; and reduced access to stateMedicaid coverage due to complex and restrictive appli-cation procedures for our uninsured patients are but afew of the issues successfully resolved by our PAF team.

The relationships established by our staff with patients isone that fosters trust, confidence and loyalty as our teamworks collaboratively and cooperatively with our patients,their medical providers, their insurers and employers toachieve favorable resolutions that remove obstacles toneeded healthcare, restore financial dignity and confi-dence for the patient and their family and address jobretention issues to assure a future for the patient.

This year also brought to PAF a significant increase inthe number of healthcare professionals who sought guid-ance from our professional staff through our real time

on-line chat line that is staffed by PAF professional casemanagers. One in five internet requests for assistance, or20% of our on-line requests, were from hospital socialworkers, Medicaid and Medicare counselors, oncologynurses, practice managers and practice administrators.The requests ranged from simple requests for localresources to assist in creating a safety net of services foran under-insured or uninsured patient to assistance inresolving coordination of benefits issues, coding andbilling errors resulting in loss of sustained treatmentaccess and requests for co-payment assistance for insuredpatients with prescription drug benefits unable to accessthe benefits due to no funds to pay co-payments.

Relationships with our healthcare colleagues across thisgreat nation provided a mutual opportunity for our staffto benefit from the exchange of professional informationwhile problem-solving with others in the nation chargedwith addressing many of the same problems we handledaily. PAF attended over 1,100 educational outreachevents and professional healthcare provider meetingsincluding Oncology Nursing Society Annual Convention,American Society of Clinical Oncologists, Association of Oncology Social Workers and the InterculturalCancer Council as keynote speakers, professional panelistsand exhibitors.

Our Co-Pay Relief Program (CPR) served 2,035 patientsthis year. The CPR program became a vehicle thatallowed us to further serve seniors as well as other insuredAmericans as we provided cash co-payment assistance forpharmaceutical agents for medically and financially quali-fied patients. Through this program, we have built relationships with oncology practices and pharmacyproviders in each of our fifty states meeting new colleaguesthrough training calls as PAF served their patientsthrough the CPR program.

Patient Advocate Foundation enhanced our relationshipswith the Centers for Medicare and Medicaid Beneficiariesas we opened our Senior Services Division to assistSeniors with their enrollment in the Medicare ReplacementDrug Demonstration (MRDD) program. PAF enrolled12% of the total patients enrolled in this programnationally and developed relationships with the programdirectors at Trailblazers charged with populating this program. CPR assistance was provided to both thepatients PAF enrolled in the MRDD as well as to thosereferred by the agency and by Trailblazers.

Our team considers it a privilege to develop relationshipswith those who touch the lives of more insured citizensthan any single organization in the United States. Theirresponsibilities are compelling, their resources limited

Page 4: MISSION STATEMENT - Patient AdvocatePatient Advocate Foundation is a national non-profit organization that seeks to safeguard patients through effective mediation assuring access to

and their compassion for those they serve parallel to thatof our professional staff. Our relationships have resultedin increased educational opportunities for our team withCMS personnel in Listening Sessions and Open DoorForums as the Agency leads us in understanding theimplementation of the MRDD and the MedicarePrescription Drug Benefit program.

The CPR program also added to our relationships withnational news journalists such as The Wall Street Journal,“Price Becomes a Factor in Cancer Treatment”, SantaMaria Times, “Cancer Patient Finds Hope in NewProgram”, USA Today, “Medical Costs Prove a BurdenEven for Some with Insurance”, Ladies Home Journal,“The Health Gamble More Families are Taking”, TheNew York Times, “Cancer Drugs Offer Hope, But at aHuge Expense”, All You Magazine, “Win a Fight WithYour Insurance Company” who generously informedpatients nationally of our services through CPR. Theserelationships continue to sustain our national presence inthe media as annually PAF is featured in multiple nationalprint outlets as well as television, cable network programmingand radio programs such as The Inspired Survivor, a weeklyradio show for people with cancer.

Internal relationships within the PAF organization havegrown as the Foundation established a formal LeadershipTeam comprised of the Executive Vice Presidents ofResource Development, Alan Richardson; Patient ServicesOperations and Clinical Affairs, Donna M. Sternberg,RN, OCN; Patient Services Programs, Cynthia Hucks;Finance, Cindy McDaniel; Controller, Debbie Andrus;Information Technology, Aaron Marshall; SpecialPrograms, Ruth Anne Reed; Communications, TracyAndrus; Administrative Services, Melynda Obergfell;Chief Operating Officer, Fran Castellow, MSEd; ChiefProgram Officer, Beth Darnley; Chief DevelopmentOfficer, John H. Ennis, Jr.; and Chief Executive Officer,Nancy Davenport-Ennis. Together, this Team has movedPAF into enhanced systems of accounting, improvedinternal educational programming in information technologyresources and applications, patient service programs and personal development programs such as the establishmentof the CEO Cancer Gold Standards, a program addressingtobacco use, screening and early detection, diet and nutrition, physical activity and access to quality treatmentand clinical trials. Each member of this team is committedto enhancing employee satisfaction and sustaining thecollegial working environment that makes PAF a sensitiveworkplace committed to personal development and success. As our staff grew from 39 to 54 this fiscal year,including personnel in Iowa, Florida, California, New

York and Rhode Island, positive relationships betweenour team members remain an integral ingredient to oursuccess.

Those individuals, corporations, non-profit volunteerhealth agencies, benevolent foundations and local, stateand federal agencies, commissions and governments whoprovide gifts, grants and annual appropriations to PatientAdvocate Foundation indeed have a very special relation-ship to every patient we serve, every staff member weemployee, every member of our Executive, Scientific andHonorary Boards of Directors, for without their support,we could not provide our services to America. Thank youto the United States Congress and most especially ourSenator George Allen and Senator John Warner for ourAppropriation; Centers for Disease Control for our twoannual multi-year grants; the State of Virginia for ourgrants to conduct outreach to Virginians; to our home-town governments in Newport News for their annualpatient services grant; to US Oncology for their multi-year support of our programs and services and also toAmgen, Inc., AmerisourceBergen, AstraZeneca, Bristol-Myers Squibb, Eli Lilly and Company, EyetechPharmaceuticals, Genitope, GlaxoSmithKline, Novartis,Pfizer, Roche, and sanofi-aventis. Thank you to localbusinesses for their support of our Promise of Hopeincluding the City of Newport News, Coastal Forms andData Products, Inc., Dominion Virginia Power, FergusonEnterprises, Inc., Hall Automotive, JP Morgan ChaseBank NA, BB&T bank, Northrop Grumman, Old PointNational bank, Pomoco Auto Group, Powers BusinessMachines, Riverside Health System, ViCOM andWachovia Securities and Wachovia Bank and to individualdonors. These relationships provide strength to each ofus through intellectual exchange of new ideas and fundingfor exciting opportunities to introduce new programswhile sustaining our fundamental direct patient services.

Relationships. Without them, Patient Advocate Foundationwould not be looking forward to celebrating ten years ofproviding services to Americans in 2006. We look forwardto strengthening our current relationships and buildingnew ones as we begin our next decade of seeking toinsure access to quality healthcare for all Americans.

With Sincere Appreciation, I remain…

Nancy Davenport-Ennis, CEO

continued

Page 5: MISSION STATEMENT - Patient AdvocatePatient Advocate Foundation is a national non-profit organization that seeks to safeguard patients through effective mediation assuring access to

Dear Friends,

As I write this letter to you all, PAF is on the eve of its 10thAnniversary, celebrating the beginning of a revolutionaryFoundation that has touched the lives of millions since its inception. It is never far from my mind and heart the humblebeginning from which PAF came, opening its operations in 1996 inone ten by ten office space, with our founder and current CEO,Nancy Davenport-Ennis implemating her vision as a volunteer. In February of 2002, the demand for Patient Advocate Foundationdirect patient services reached such a height that it warranted therelocation of our National Headquarters into a ten thousand squarefoot office space in order to accommodate the necessary staff expan-sions. This move was made possible by the generous gifts of thelocal and national communities, including the office build out laborand materials which came in the form of an in kind donation fromthe office space owners! Now, at the end of the FY2004-2005, weare again in the midst of expanding our operations in to anadditional forty five hundred square feet to accommodate ourrapidly growing Co-Pay Relief Program (CPR), a mere sixteenmonths after its launch. Amazing is the only word that is adequate to describe the leadership and vision that have brought to such aplace as we find ourselves now enjoying.

In order to ensure quality, timely service to all patients nationwidewho seek our assistance, PAF has continued to make investmentsin staff expansion the top priority with the goal of expending asmuch of our budget as fiscally possible on the addition of casemanagers and CPR Call Counselors. The PAF staff grew to andbeyond the 50 employee mark this year, ending the year with 54employees. Some of our newest staff editions have expertise inOncology Nursing, Professional Coding and Billing and SocialWork. We increased the Case Management staff by twenty eightpercent (28%) and the staff of the Co-Pay Relief Program by onehundred percent (100%) in FY 2004-2005 to meet the rising need for our services. Thus, the Patient Services Division thatadministers both case management and the CPR program hasgrown by forty eight percent (48%) during this fiscal year alone.Consequently, the overall PAF growth rate in FY2004-2005 wasan amazing 45%.

Patient Advocate Foundation has also implemented many systemsthat enhance the capabilities and improve the quality of theexpanding financial services. These changes included the imple-mentation of new budgeting process driven by cost allocations for

each of our 17 departments and/or programs, the production of amore comprehensive financial reporting package to include inde-pendent monthly financial reporting on the success of the Co-PayRelief Program expenditures and the addition of a JuniorAccountant position that is dedicated solely to the timely finan-cial servicing of patient accounts for the Co-Pay Relief Program.The audited financials found later in this annual report provides amore in-depth look into the revenue sources and expenses for theyear, however, I am pleased to report that the actual cash expensesfor FY 2004-2005 reflect expenditures 100% within the approvedFY2004-2005 budget! Patient Advocate Foundation is extremelypleased with the continued strides that have been made in thefinancial services department and feel the enhancements willinsure the fiscal responsibility and financial stability of PAF.

It is our mission to serve as liaisons for those experiencing chronic,life threatening and/or debilitating illnesses in order to ensure thatthey have access to healthcare. We feel we have been fortunate todevelop long standing relationships with our Partners in Progress,local community leaders, representatives of various national non-profit organizations, friends and those we consider family, for it is these relationships that enable us to continue to expand thebreadth and scope of our services. For these relationships, we areever grateful and celebrate the empowerment that has beenbestowed upon us as a result of this support. Truly, celebration isan appropriate descriptor of what I feel each day as I serve in thecapacity of Chief Operating Officer for PAF. Celebration for thestaff who is so rewarded by the changes they effect in the lives ofthose they work with, celebration for the patients whose lives arebetter because of our interventions, celebration of our ExecutiveBoard of Directors who continue to give selflessly of their time,energies and wisdom in order to help shape the future of theFoundation, celebration of our partners who have generously givenof their time and resources to support the mission and programs of PAF, and celebration of our mere existence and continuedincreased demand for our services in the market place, validatingthe need for PAF to keep working day in and day out to insurethat our services are available to all who need them.

With Celebration and Gratitude,

Fran Castellow, MS.Ed.Chief Operating Officer

A Word from Our Chief Operating Officer

Changes in our nation's healthcare delivery system are occurring at an ever accelerating pace. These changes, both in the public andprivate sectors, can greatly impact the availability and accessibility of appropriate treatment for patients.

Amid the confusing array of regulations, laws, mandates and payor decisions, the Patient Advocate Foundation (PAF) serves as a resource, beacon and guide to thousands of patients and their families. PAF has met the challenges of the system and the needs of patients forinformation, advice and direct personal assistance. In doing so, PAF has achieved national stature and prominence as an organizationkey to the development of policies that affect present and potential users of thehealth care delivery system. Most importantly, PAFintervenes and works on a daily basis on behalf of individuals, as patients, in achieving for them access to the treatments that they need.

On behalf of the Board of Directors of the Patient Advocate Foundation, we salute the leadership, staff, patients and supporters whomake up the PAF family. Together, we all contribute greatly to improving the healthcare system for patients whom we serve.Dr. William T. McGivneyPresident, Board of Directors, 2004-2005

A Word from Our Board President

Page 6: MISSION STATEMENT - Patient AdvocatePatient Advocate Foundation is a national non-profit organization that seeks to safeguard patients through effective mediation assuring access to

DIRECT PATIENT SERVICES...Resolution of Problems through Direct Patient Services

Direct Services Provided toPatients at No Cost Include:

n Negotiating pre-authorization approvals

n Providing assistance in expediting the appeals process

n Negotiating resolutions to coding and billing errors

n Resolving debt crisis related to diagnosis

n Mediating insurance appeals

n Negotiating access to pharmaceutical agents, chemotherapy, medical devices and surgical procedures

n Coordinating benefits

n Brokering resources to supplement the limits of insurance and to assure access to care for the uninsured

n Resolving insurance issues in the public

and private sectors

PAF’s annual patient contacts increased85.5% over the same period a year ago,totaling 23,628 unique patient cases han-dled by our professional team of case man-agers... Additionally PAF case managersfielded 476 informational requests. Thus,individual requests for direct patient servicesin FY 2004/2005 totaled 24,104.

The number of requests for assistancereceived via email experienced phenomenalgrowth increasing more than fourteen timesover last year! This translates into 44,173requests for information both into and outof the Internet Patient Services division dur-ing the fiscal year. We are pleased to sharethat twenty (20%) of the incoming requestsfor assistance were generated from aHealthcare Professional, clearly indicatingthat the resources of PAF are becoming avery valuable tool for other professionalsworking on behalf of patient access. Totalunique website visitors were 324,539 forthe year which represents an increase of 8%this year versus last. The total number of

web based views, hits and contacts for specific educational information totaled anadditional 3,418,243. In all there were morethan 3.8 million requests for direct patientservices and educational information viaphone, email or website visits duringFY2004-2005!

The PAF Resource Department, which supports the direct patient services, mailedout well over 11,000 customized PatientPaks this year to patients with informationselected specifically to answer their particu-lar questions. PAF staff also attended over30 national conferences either as a partici-pant or as an exhibitor. This included con-ferences such as the Lymphoma MyelomaConference, Minority Women’s Summit,National Diabetes Education Meeting,National Indian Health Board, 19thNational Conference on Chronic DiseasePrevention and Control, American Societyof Clinical Oncology, Association ofOncology Social Workers, Asian American4th Annual Conference and the OncologyNursing Society, just to name a few.Additionally, PAF staff members participat-ed in over 1,100 local and regional outreach

Top Ten States In Which PAF Cases Originated inFY 2004-2005

Insurance Status of PAF ClientsFY 2004-2005

Ages of PAF Clients FY 2004-2005 Gender of PAF Clients FY 2004-2005Ethnicity of PAF Clients FY 2004-2005

White or Caucasian

Black or African American

Hispanic/Latino (any race)

Asian

American Indian/Alaska Native

Middle Eastern

Other

Native Hawaiian/Other PacificIslanders

Page 7: MISSION STATEMENT - Patient AdvocatePatient Advocate Foundation is a national non-profit organization that seeks to safeguard patients through effective mediation assuring access to

events serving as educators, keynote speakers, panelists, or presenters.

Primary Medicare Issues of PAF Clients FY 2004 - 2005

Benefit/Coverage Issues

6%

CMS Demo Enrollment

Assistance

40%

Drug Co-payment

Assistance

23%

Cost of Living/Financial

Assistance

7%Medical Debt Assistance

No Pharmacy

Discount Drug Card enrollment assistance

CMS Demo Enrollment Assistance

Drug Co-payment Assistance

No Pharmacy Benefit/Lack of Access

Medical Debt Assistance

Cost of Living/Financial Assistance

Benefit/Coverage Issues

Discount Drug Card enrollmentassistance

Benefit/Lackof Access 12%

10%

2%

Top Ten Diagnoses of PAF Clients FY 2004 - 2005

Cancer

84.3%

Screening for Symptoms in

High Risk Patients

1.6%

Chronic or Debilitating

Conditions (See attachment)

5.9%

Cardiac Conditions

5.6%

Multiple Sclerosis

0.8%

Organ Transplantation0.3%

Parkinson's

Disease

Lupus0.2%

Kidney Ralated Diseases

0.3%Pediatric Disorders

1.0%

Female Reproductive System Cancers

Cancer of the Fallopian TubesCervical CancerOvarian CancerPadgett's DiseaseOvarian CancerCervical CancerUterine CancerVaginal CancerVulva Cancer

Top Ten Cancers of PAF Clients FY 2004-2005

Breast Cancers

Lung Cancers

Lymphomas

Female ReproductiveSystem Cancers

Male Reproductive SystemCancers

Leukemias

Brain Cancers

Myelomas

Hodgkins Disease

Colorectal Cancers

Male Reproductive System Cancers

Prostate CancerPenile CancerTesticular Cancer

Primary Medicare Issues of PAF Clients FY 2004-2005 Primary Medicaid Issues of PAF Clients FY 2004-2005

Chronic or Debilitating ConditionsAbestosis Hyper-Hypo ThyroidismAddison's Disease HypogammaglobulinemiaAdenoma Immune Deficiency SyndromesALS (Lou Gerig's Disease) Immune Defiency DisorderAlzheimer's Disease ITPAmputee ( any limb) Kennedy's DiseaseAnemia Liver FailureAneurysm Lung FibrosisArthritis LupusArthropathies Marfan SyndromeAsthma (Adult) Muscular DystrophyAuto Immune Myasthenia GravisA-V Malformation (Brain) Myolysis (Tranverse)Avascular Necrosis NASH ScelerosisBlindness Neoplasm (benign tumor)Brain Tumor (Benign) Neuropathy (All Types)Bronchitis ( Chronic) Organic Brain SyndromeCataracts OsteoarthritisCerberal Vascular Accident OsteoporosisChrohns Disease ParaplegicChronic Fatigue Syndrome Peripheral NeuropathyChronic Osteomyelitis Pituitary AgromegalyChronic Pain Syndrome PolioCicatricial Pemthigoid PolymyositisCirrhosis Post Polio SyndromeCongenital Anomalies Pseudomyxoma Peritonei (PMP)Connective Tissue Disease Pulmonary Alveloar ProteinosisCOPD Pulmonary EmboliCushings Disease Pulmonary FibrosisDementia PXE Pseudoxanthoma ElasticumDermatomyosis QuadraplegicDiabetes Type I ScleradermiaDiabetes Type II ScoliosisDisc Problems SeizuresDysphagia Short Bowel SyndromeDysplagia Sjogren's SyndromeEmphysema Sleep ApneaEncephalopathy Spinal NeuropathyEpilepsy Spinal StenosisFibromyalgia Spleen DisorderGardner's Syndrome Stiff Person's DiseaseGastroparesis (idiopathic) Stroke (CVA)Gauchers' Disease TMJ /Jaw DisorderGraves Disease Traumatic Brain InjuryGuillain-Barre' Syndrome TTPGynecomastia Turners SyndromeHead Trauma Ulcerative ColitisHemachromcytosis Wagners SyndromeHemophilia Wegener's GranulomatosisHepatitis AHepatitis BHepatitis CHistoplasmosis

Top Ten Diagnosis of PAF Clients FY 2004-2005

Page 8: MISSION STATEMENT - Patient AdvocatePatient Advocate Foundation is a national non-profit organization that seeks to safeguard patients through effective mediation assuring access to

Patient Advocate Foundation (PAF) introduced our Co-Pay Relief (CPR)program with a soft launch in April 2004. CPR is designed to provide financialassistance to insured patients who qualify medically and financially helpingthem with the co-pays for their prescriptions and/or pharmaceutical treatments.

Co-Pay Relief is one of seventeen programs provided by Patient AdvocateFoundation to assist patients in accessing healthcare. On October 29, 2004,PAF was awarded its favorable ruling from the Department of Health andHuman Services Office of the Inspector General (OIG). The OIG issuedRuling #04-15 provides protection to those donors who participate in CPR.The ruling also approved 27 disease categories that could be serviced byCo-Pay Relief. Currently, CPR provides assistance in breast, lung andprostate cancers, macular degeneration and secondary issues arising fromchemotherapy treatment. Additional OIG approved, but not yet fundedsilos are available in:

To celebrate the one year anniversary of the program, Patient AdvocateFoundation announced the Co-Pay Relief (CPR) program to America at apress conference held at the National Press Club in Washington, DC onMarch 23, 2005. Mark McClellan, M.D., Ph.D., Administrator of theCenters for Medicare and Medicaid Services spoke at the press conferenceand commended PAF for creating this revolutionary program that providesassistance to insured Americans who are having difficulty meeting their co-payments for medications.

n Autoimmune disorders-Crohn’s Disease-Arthritis-Arthritic Psoriasis

n Brain Cancer

n Cervical Cancer

n Colon Cancer

n Uterine Cancer

n Diabetes

n Hepatitis A, B, C

n HIV/AIDS

n Kidney Cancer

n Leukemia

n Lymphoma

n Mental Health

n Multiple Sclerosis

n Myeloma

n Ovarian Cancer

n Pancreatic Cancer

n Sarcoma

n Testicular Cancer

Anniversary1Year

Additional press conferencepanelists included:

n William T. McGivney, Ph.D., President, Board of Directors, Patient Advocate Foundation; Chief Executive Officer, National Comprehensive Cancer Network

n Nancy Davenport-Ennis, President, Patient Advocate Foundation

n Dennis Gastineau, M.D., Director, Human Cell Therapy Laboratory, Divisions of Transfusion Medicine and Hematology, Mayo Clinic; Chair, Patient Advocate Foundation’s Scientific Board

n Alana L. Grajewski, M.D., Director of Pediatric Glaucoma at Bascom Palmer Eye Institute; Clinical Associate Professor of Ophthalmology at the University of Miami Miller School of Medicine; President and Founder of the GL Foundation for Pediatric and Infantile Glaucoma; COO and Executive Director of the Miami Ophthalmology Society

n June Dalton, Lung Cancer Patient, Santa Maria, California

n Ann Stewart, Patient Advocate for Commonwealth Hematology Oncology; SHINE Counselor for Executive Office of Elder Affairs

Page 9: MISSION STATEMENT - Patient AdvocatePatient Advocate Foundation is a national non-profit organization that seeks to safeguard patients through effective mediation assuring access to

We are pleased to report that as a direct result of the national launch inMarch 2005, many of the disease “silos” have been fully utilized eachmonth, offering maximum assistance to those in need.

Patient Advocate Foundation has executed an aggressive outreach programfor Co-Pay Relief. This year advertisements have been placed in publications including:

n Contemporary Urology

n Journal of Clinical Oncology

n Coping with Cancer

n ASCO Daily News

n Journal of Oncology Nursing

n Ophthalmology Times

n Eyenet

Additionally, PAF’s CPR program has been the focus of articles in publications including:

n The Wall Street Journaln The Houston Chroniclen The Daily Press (Local paper owned by The Chicago Tribune)n Oncology Associates Member Newsn Hematology Oncology News & Issuesn Savvy Seniorn Santa Maria Timesn USA Todayn Ladies Home Journal

Donations to the CPR program are allocated equally over a twelve monthperiod to ensure that funds will be available throughout the year. Eachapproved patient is allocated $2,500.00 per twelve month period for payment of approved co-pay assistance expenditures billed to CPR bytreating physician offices or pharmaceutical agent suppliers. Payment ismade directly to the providers through debit card transfers or checks.Disbursements are made daily

Page 10: MISSION STATEMENT - Patient AdvocatePatient Advocate Foundation is a national non-profit organization that seeks to safeguard patients through effective mediation assuring access to

The total number of patients served during CPR’s first year of operationwhich is from April 1, 2004 to March 31, 2005 was 1,259. From April 1,2005 to June 30, 2005, Co-Pay Relief has provided assistance to 873patients for a total of 2,132 patients since inception of the program.

The Patient Advocate Foundation Co-Pay Relief program is functioning atmaximum efficiency and practicing due diligence with each and everypatient account. The average length of time from initial call to approval is5 to 7 business days. The funds donated to the program are enabling PAFto help patients who are having difficulty with their co-payments andoftentimes may be making decisions to go without treatment, skip pay-ments on monthly bills, or elect not to purchase groceries for the week.But it is the words of those who have been accepted into Co-Pay Reliefwho can best say how this program has had an impact on their lives.

“I really appreciate your help financially, it will definitely lighten my financial burden.”

“I can now focus on my illness and not worry so much aboutother things.”

“Receiving assistance is (a) great burden lifted off my shoulders.”

“With out your help I would be still sitting here wondering andworrying about if the doctor would still see me, due to not beingable to pay my bills.”

We would like to thank the generous supporters of Co-Pay Relief, A PatientAssistance Program.

2005-2006 Fiscal YearForecasting for Co-PayRelief

n With the advent of additionalfunding sources entering into contractual relationships withthe Co-Pay Relief program, PAF will be expanding its operations into an additional 4,500 square feet of office space in second quarter 2005/2006, bringing Patient Advocate Foundation’s total square footage at thehead quarters office to 14,500.

n PAF is aggressively pursuing additional funding sources toopen additional disease silos within the program.

Page 11: MISSION STATEMENT - Patient AdvocatePatient Advocate Foundation is a national non-profit organization that seeks to safeguard patients through effective mediation assuring access to

6th AnnualPATIENT CONGRESS June 21-23, 2005Washington, DC

It was our pleasure to host attendees from around the country for thisthree day event that included educational addresses by agency, researchand political speakers, tours of the Exhibitor booths with 23 in atten-dance from the advocacy and federal communities, including LanceArmstrong Foundation and CDC’s Division of Cancer Prevention andControl, sharing literature and information, being entertained by Rogerand Kathy Cawthon, the presentation of our academic scholarship award winners and most importantly, making an impact with electedofficials during their Hill Visits. A special thanks goes to our sponsors of Patient Congress: AMGEN, Genitope, US Oncology, PurduePharma, Eli Lilly, Lance Armstrong Foundation, sanofi-aventis, Susan G. Komen Breast Cancer Foundation, Oncology Nursing Societyand AmerisourceBerge.

Patient Congress VI attendees numbered 211, came from 38 states andthe District of Columbia, completed 148 visits to Capitol Hill officesincluding six constituent breakfasts and enjoyed being addressed bySenator Richard Burr (NC-R), newly appointed member of the HELPcommittee; Congresswoman Sue Myrick (NC-R), newest member of theEnergy & Commerce Committee and cancer survivor; CongresswomanDeborah Pryce (OH-R), Co-Sponsor of the Patient Navigator Programthat passed on Wednesday, June 22, 2005 in the U.S. Senate and in theU.S. House of Representatives the week of June 15, 2005 andCongresswoman Lois Capps (CA-D), who is a strong patient advocateand nurse and mother of child that succumbed to cancer. Additionalspeakers were Mark McClellan, M.D., Ph.D., Administrator of Centersfor Medicare & Medicaid Services (CMS) via video, Daniel Schreiner,Medicare Ombudsman, U.S. Department of Health and HumanServices, Centers for Medicare & Medicaid Services and JanetWoodcock, M.D., Deputy Commissioner of Operations, US Food andDrug Administration. Michael Samuelson, our featured author, Voicesfrom the Edge, shared with us his story of his battle. From the researchcommunity, attendees heard from Andrew von Eschenbach, M.D.,Director of National Cancer Institute and Susan True, Chief of theProgram Services Branch in the Division of Cancer Prevention &Control, Centers for Disease Control and Prevention. We also celebratedPatient Congress’s attendees making an impact in Washington, DC aswe cruised down the Potomac River aboard the Spirit of Washington.

PHOTOS IN COLUMN R TO L - TOP TO BOTTOM: Dr. William T. McGivney, PAF Board President presents the National Humanitarian Healthcare Award to Representative Lois Capps (D-CA); RepresentativeSue Myrick (R-NC) addresses the attendees during the Wednesday Dinner Symposium; Representative Deborah Pryce (R-OH) gives remarks after receiving the National Humanitarian Healthcare Awardduring the Congressional Awards Luncheon; Nancy Davenport-Ennis, presents Pearl Moore, RN, MN, FAAN, CEO of Oncology Nursing Society with the Advocate of the Year Award during Wednesday’sDinner Symposium; Dr. Janet Woodcock, Deputy Commissioner of Operations for the US Food and Drug Administration talks about issues facing the FDA; Michael Samuelson, Patient Congress VI featuredauthor, addresses the attendees aboard the Spirit of Washington; Senator Richard Burr (R-NC), Keynote speaker during the Capital Hill Briefing and Workshop.

Page 12: MISSION STATEMENT - Patient AdvocatePatient Advocate Foundation is a national non-profit organization that seeks to safeguard patients through effective mediation assuring access to

Our attendee’s voice in Washington did make an impact and for some,lasting friendships were born. Their stories gave our congressional members faces and hearts to pair with their federal initiatives, which personalized the issue thus, placing a much higher degree of importanceon the facts that the attendees brought to their attention.

Our goal is to offer our attendees a conference that is inspiring, educa-tional, and memorable. We feel that we achieved our objectives this yearwhich is stated most eloquently by our attendees themselves:

“Patient Congress is an intellectual, emotional and spiritual experience withcompassionate people, leaving you a better person for the effort.”

A very extraordinary enriching experience that helped me to know there arecongressmen/women who are genuinely sincere, interested, approachable. I am enriched & inspired on a heightened level.”

“Meeting so many people from different places with different stories, but each with a similar goal – patient advocacy.”

“Just keep up the good work. I cannot express the feelings of satisfaction & very proud to be called a nurse in the oncology field.”

A Special thanks goes to our sponsors of Patient Congress: AMGEN,Genitope, US Oncology, Purdue Pharma, Eli Lilly, Lance ArmstrongFoundation, sanofi-aventis, Susan G. Komen Breast Cancer Foundation,Oncology Nursing Society and AmerisourceBergen

Ovarian Cancer National Alliance

Y-ME National Breast Cancer Organization

Lance Armstrong Foundation

Lung Cancer Alliance

The Children’s Cause for Cancer Advocacy

Mautner Project

Multiple Myeloma Research Foundation

The Wellness Community

US Department of Labor/ESA/OWCP/DEEOIC

Sarah Lawrence College Health Advocacy Program

Centers for Disease Control-Division of Cancer Prevention

and Control

The Leukemia and Lymphoma Society

Allergy and Asthma Network

Geriatric Oncology Consortium

Gilda’s Club of Greater Washington

Purdue Pharma

Oncology Nursing Society

National Hospice and Palliative Care Organization

PANCAN

PHOTOS IN COLUMN R TO L - TOP TO BOTTOM: Jack Ennis and Nancy Davenport-Ennis, co-founders of Patient Advocate Foundation; Susan True, Chief, Program Services Branch with the CDC’s Divisionof Cancer Prevention and Control briefs attendees on “Comprehensive Cancer Control: From Opportunities to Action” at the Congressional Awards Lunch; Dr. Andrew von Eschenbach, Director of theNational Cancer Institute discusses the strides in cancer research during the Congressional Awards Lunch; Nancy Davenport-Ennis thanks Kelly Green Kahn with the American Cancer Society for being apanelist during the Capital Hill Briefing and discussing the Patient Navigator bill; Attendees aboard the Spirit of Washington; Roger and Kathy Cawthon, Founders, The Cancer Crusade entertained attendees during the Wednesday Dinner Symposium.

PatientCongress VIExhibitors

Page 13: MISSION STATEMENT - Patient AdvocatePatient Advocate Foundation is a national non-profit organization that seeks to safeguard patients through effective mediation assuring access to

Scholarship for Survivors

“PAF has been by my side through-out many of my experiences and

has allowed me to take on new opportunities each and every day.

I appreciate the support and I cannot thank the organization

enough..”John E. Schafer, II,

University of Dayton

“…I knew that (PAF) was behindme and wanted me to succeed. Theseindividuals fight for people like meeveryday…I would like to thankPatient Advocate Foundation forbeing a strong reinforcement duringmy academic year and in my life.”Monica Bowser, University of North Carolina at

“I would like to thank the PatientAdvocate Foundation for supportingmy education and well being. I willgraduate next year with a BA inAmerican Studies and minors inHistory and Philosophy. I could nothave done it without your supportand for that I am grateful.”Amanda Valenzuela, Oklahoma State University

The Patient Advocate Foundation Scholarship for Survivors are presentedannually during Patient Congress. The scholarships are funded by PAF,however, they are named in honor of Patient Advocate Foundation’sSustaining Partners in Progress who offer outstanding support to patientsthrough their national care-giver and indigent drug programs as well asthrough their continued support of PAF and our mission. The purposeof these scholarships is to provide support to patients seeking to initiateor complete a course of study that has been interrupted or delayed by adiagnosis of cancer or other critical or life threatening disease.

The 2005 Scholarship for Survivor recipients are:

Amanda ValenzuelaOklahoma State Univ.

Benton BrownUT Southwestern Medical School

John E. Schafer IIUniversity of Dayton

Drew FisherUniversity of New Mexico

Kendra SmithBrockport University

Suzanne DayRoberts Wesleyan College

SCHOLARSHIP

FOR S

URVIVORS

“I am extremely grateful for the PatientAdvocate Foundation for making my

medical education that much more possible!”

Benton Brown, University of TexasSouthwestern Medical School

“I just want to thank theFoundation for their support andencouragement. It has helped me tograduate with very manageable student loans, which has made thistime much easier for me.”Amy Feigenbaum, 2005 Graduate, WesleyanUniversity, a four year scholarship recipient

Suzanne DayRoberts Wesleyan College

Monica BowserUniversity of North Carolina at Charlotte

Pam DavisUniversity of Texas at Austin

Andreka Shontae’ BoydSouthern University

Henoke ShiferawUniversity of Maryland

Page 14: MISSION STATEMENT - Patient AdvocatePatient Advocate Foundation is a national non-profit organization that seeks to safeguard patients through effective mediation assuring access to

National African AmericanOutreach Program (NAAOP)

The PAF National African American Outreach Program (NAAOP) hasbecome more formalized and focused this year. This program is designedto reduce health care disparities and assist consumers in obtaining animproved quality of life within disenfranchised communities by disseminating information to those who are generally unable to receivereliable health care. The program targets diseases that have a higher incidence in the African American community, specifically high risk conditions such as cardiovascular disease, diabetes, hypertension, renalfailure, and stroke, along with specific types of cancer, including breast,cervical, ovarian, colorectal and prostate. NAAOP seeks to ensure thepatient’s rights to adequate healthcare and offers empowerment toimprove the quality of life in the African American community. Over 15 percent of the patients served by PAF are African American.

The unique design of NAAOP, which is modeled after PAF’s NationalHispanic/Latino Outreach Program, provides a proactive and reactiveassistance model which focuses on at-risk populations and the preventionof high mortality rates within those populations by improving compre-hensive health care awareness, encouraging healthy lifestyle changes, providing information about the value of early detection screenings, and developing partnerships with others who provide annual health care screenings.

Patient Advocate Foundation has hired Dr. Mary T. Christian as a consultant to coordinate the program providing guidance to our staff program coordinator and her outreach team. The Honorable Mary T.Christian, Ph.D., is a former member of the Virginia House of Delegateswhere she served for seventeen years representing the 92nd District. She is also a Professor Emeritus at Hampton University in Hampton,Virginia. Her experience and community relationships gives Dr. Christianthe expertise to advise the National African American Outreach Program.As an African American woman, she is a peer within the targeted community, bringing a level of credibility to the program that isunmatched. She is supported by six case managers who have ties to theAfrican American community and understand the obstacles faced withinthat community, thus further strengtening the success of the NAAOP.

PAF’s Publications Committee hasauthored a publication this fiscalyear specifically for this programstarget audience. Entitled Promotinga Healthier African AmericanCommunity, the publication coversthose diseases that have a higherincidence in the African Americanpopulation. These include:

n Stroke and Heart Attackn Kidney Diseasen Diabetesn Breast Cancern Lung Cancern Prostate Cancern Colorectal Cancern Cervical Cancer

There is a description of each disease, along with the signs andsymptoms. There is also a listing of national resources available formore information. Through PAF’srelationship with the VirginiaDepartment of Health’s Office ofHealth Policy and Planning, PAFhas created a one-page, front andback insert of Virginia-specificresources that is available for use in targeted Virginia outreach.

Promoting a Healthier

African American

Community

Page 15: MISSION STATEMENT - Patient AdvocatePatient Advocate Foundation is a national non-profit organization that seeks to safeguard patients through effective mediation assuring access to

National Hispanic/Latino Outreach ProgramPatient Advocate Foundation implemented our Hispanic/Latino OutreachProgram in 2001 in an effort to bring PAF services to the Spanish speaking population. Our offices located in New York, Florida and California are staffedby bi-lingual case managers who provide Hispanic/Latino outreach initiatives intheir respective communities. This program seeks to improve access to healthcare for the chronically and critically ill from the Hispanic/Latino community. PAF is providing case managers specializing in health care accessto Hispanic citizens to resolve access to care and funding issues for uninsured,underinsured and insured patients who are diagnosed with chronic, debilitating and/or life threatening diseases and seeking access to hospitals,clinics, pharmaceutical agents, medical devices and psychosocial services that are needed to successfully provide quality healthcare in a timely manner. PAF also provides educational materials in Spanish, including allPAF authored publications which have been translated into Spanish. Since

implementation of the program, the number of Hispanic/Latino patientsseeking services from PAF has increased over seven hundred percent since inception and continues to increase each year.

Senior ServicesIn July of 2004, Patient Advocate Foundation began enrolling patients into the Medicare Replacement DrugDemonstration (MRDD) Project. Working with TrailBlazers who had been contracted by the Centers forMedicare and Medicaid Services (CMS) to facilitate enrollment of seniors intothe project, PAF was able to enroll in FY 2004/2005 a total of 1,194 patients,more than 12% of the total patients enrolled. PAF’s participation in this proj-ect was done at no cost to CMS. As a result of the success of PAF’s involve-ment in the MRDD and the relationships forged, and in response to the grow-ing number of seniors seeking assistance, PAF created a formal Senior ServicesDivision in 2005.

For FY 2004/2005, twenty-one percent of those individuals seeking assistancewere over 65 years of age. 23% were between 56 and 65 years old.Additionally, 23% were covered by Medicare or Medicare/HMO. PAF alsocontinues to educate and enroll seniors into the Medicare Drug DiscountCard program. In anticipation of the 2006 rollout of the Part D PrescriptionDrug Benefit that is a part of the Medicare Modernization Act, PAF, with theassistance of the Publications Committee, produced a new brochure in the “AGreater Understanding…..” series entitled, Medicare Modernization Act of2003’s Prescription Drug Coverage through Part D. This brochure is oversizedwith large print and provides a summary of the prescription drug benefit,including examples of what drug costs may be under Part D. It has also beentranslated into Spanish for use in the National Hispanic/Latino OutreachProgram.

A G

reat

er U

nder

stand

ing…

MedicareModernizationAct of 2003’sPrescriptionDrugCoveragethroughPart D

Patient Advocate Foundation700 Thimble Shoals Blvd., Suite 200

Newport News, VA 23606Telephone: 757-873-6668

Fax: 757-873-8999Email: [email protected]

Internet: www.patientadvocate.org

Publication #8 5/2005

Page 16: MISSION STATEMENT - Patient AdvocatePatient Advocate Foundation is a national non-profit organization that seeks to safeguard patients through effective mediation assuring access to

Centers for Disease Control and PreventionGrants Update

n CDC/PAF Hematologic Cancer Education and Outreach Partnership

In September 2004, PAF received notification fromthe Centers for Disease Control that we were therecipient of a second CDC grant for a period ofthree years. The National Organization Strategies toProvide Information and Education for Patients,Their Family Members, Friends and Care GiversWith Respect to Hematologic Cancers strives to provide outreach and education to patients, theircaregivers and family who are dealing with the issuesof a hematologic cancer. Project staff attends numerous national events targeting this populationand has built many new relationships within thehematologic cancer community. Once a nationalevent has concluded, program staff then provides targeted outreach at the local and regional level whilein the area, again to the hematologic cancer patients.PAF has exceeded the quarterly goals of providingdirect outreach to 125 patients during the first threequarters of implementation.

n CDC/PAF Cancer Prevention and Survivorship Partnership

In August 2003, the Patient Advocate Foundationreceived notification from the Department of Healthand Human Services, Centers for Disease Controland Prevention that we had been approved for thisfive year grant request. This project funds directpatient services and outreach to cancer patients fromtargeted minority populations and is an integral partof the CDC’s Early Detection Or Survivorship ofCancer in Underserved Populations initiative. PAFproposed to increase the survivability of cancerpatients and enhance access to medical and socialservices by removal of barriers blocking access totimely sustained healthcare across the spectrum ofdisease management from diagnosis to end of lifecare. PAF is entering into Year 3 of the project andhas surpassed all objectives, increasing the number ofpatients to be served from an initial 100 per monthto a current number of 150 per month. This is inlight of the fact that PAF is currently serving, onaverage, 318 patients in this program per month.

LAF/PAFLiveStrongProgram During this fiscal year, PAF has developed an exciting partnership

with the Lance Armstrong Foundation (LAF) to provide direct casemanagement services to referrals from their LiveStrong Survivor Care call center counselors. Patients who call into the LiveStrongprogram, if in need of the services provided by PAF, will be directlyreferred to PAF to obtain those services. This new relationship isone that will open the door for new patients who are in need ofPAF services.

Page 17: MISSION STATEMENT - Patient AdvocatePatient Advocate Foundation is a national non-profit organization that seeks to safeguard patients through effective mediation assuring access to

PublicationsUpdate

Patient Advocate Foundation’s created two newpublications during the last fiscal year. The first isfor use in the National African AmericanOutreach Program and is entitled Promoting aHealthier African American Community and provides symptoms, risk factors and resourcesfor those diseases that affect the AfricanAmerican community on a more regular basis.

In preparation for the roll out of the PartD Prescription Drug Benefit that is a part

of the of the Medicare Modernization Actin January, 2006, the Publications

Committee created the latest addition to the“A Greater Understanding….” series of

brochures, Medicare Modernization Act of2003’s Prescription Drug Coverage through Part

D. This publication, targeting the medicare population, is oversized with large print and is

available in both English andSpanish. Additionally, Your Guide tothe Disability Process has been translated into Spanish this year.

PAF also updated its Corporate Brochure, along with the corporate logoand accompanying corporate materials. The Corporate Brochure is available in Spanish as well.

MediaRelationshipsIn 2004/2005, Patient AdvocateFoundation and its programs andservices, were featured in numerousprint and broadcast stories. Thesemedia outlets include:

n The Wall Street Journaln MSNBC Nightly Newsn Oncology Associates

Member Newsn The Daily Pressn Inside Washington

Publishers’ Inside CMSn News Pro Netn Houston Chroniclen U.S. News & World Reportn St. Louis Post DispatchA

Gre

ater

Und

ersta

ndin

g…

MedicareModernizationAct of 2003’sPrescriptionDrugCoveragethroughPart D

Patient Advocate Foundation

700 Thimble Shoals Blvd., Suite 200

Newport News, VA 23606

Telephone: 757-873-6668

Fax: 757-873-8999

Email: [email protected]

Internet: www.patientadvocate.orgPublication #8 5/2005

Patient AdvocateFoundationResource RoomPAF has a Resource Center thatworks in conjunction with our casemanagers to educate and empowerpatients in areas in which they havespecific need. Each case manageridentifies which publication and/ortapes are most appropriate for thepatients to receive from our morethan 400 selections; therefore eachPatient Pak is customized to thepatient. These Patient Paks areextremely beneficial and empoweringparticularly when partnered withdirect service of case managementsupport. Many of the educationalpieces are available in Spanish. ThePAF Communications Departmentmailed out over 11,000 customizedPatient Paks to patients with infor-mation selected specifically toanswer their particular questions infiscal year 2004/2005.

2005/2006 Fiscal Year Forecastingfor Direct Patient Servicesn In July of 2005, PAF implemented the Patient Access PartnershipProgram (PAPP), with a goal of improving awareness and utilizationamong oncology and hematology patients being treated in the communityoncology setting. PAF case managers will work directly with facility staff toassist the practice with payer reimbursement issues, specifically on anindividual claim basis and on claims that the practice may be at thepoint of writing off as uncollected debt.

n PAF is aggressively pursuing participation in the federal contractingarena through the Management Organizational and Business ImprovementServices (MOBIS) process and through the Indefinite Delivery/IndefiniteQuantity (ID/IQ) process. This is an additional way that PAF is diversifying its income.

Page 18: MISSION STATEMENT - Patient AdvocatePatient Advocate Foundation is a national non-profit organization that seeks to safeguard patients through effective mediation assuring access to

On February 26, 2005, PAF held it’s fourth annual A Promise of HopeAffair at the Omni Hotel-Newport News. Our 314 attendees had theopportunity to bid on over 175 silent and live auction items, dine anddance the night away to the sounds of Slapwater. Barbara Ciara,anchorwoman from the local CBS news affiliate served as Mistress ofCeremonies for the evening. Funds raised from A Promise of HopeAffair support the direct patient services provided to patients. Thisevent also fosters the relationships with local organizations who provide their support.

Honorary ChairpersonsBarbara Ciara, Managing Editor and Evening News Anchor for

WTKR-TV3David Brennan, President and CEO, AstraZeneca

Dr. Mary T. Christian, former member Virginia House of DelegatesWilliam Downey, Executive Vice President, Riverside Health System

The Honorable Joe Frank, Mayor, City of Newport NewsThe Honorable Phil Hamilton, Virginia House of Delegates

Promise of Hope Affair SponsorsGala Dinner Sponsor: AMGEN, Inc.

Welcome Reception Sponsor: AstraZenecaSilent Auction Sponsor: Riverside Health System

Table SponsorsAmerisourceBergenArent Fox Kintner Plotkin

& Kahn, PLLCLeah ArnettBB&TCity of Newport NewsCoastal Forms Dominion Virginia PowerFerguson Enterprises, Inc.Georgia AdvocatesHeadway Corporate ResourcesMary Katherine Evans Hogg,

Wachovia SecuritiesJP Morgan Chase Bank NAThe Lash GroupNorthrop GrummanNurseworks

Malvin, Riggins & CompanyOld Point National BankPomoco Auto GroupPurdue PharmaceuticalsResource Banksanofi-aventisSpain CommercialViCOMVirginia Oncology AssociatesWachovia Bank

Event SupportersCollins, Waters & BridgemanAdvertisingPowers Business MachinesHall Automotive

Page 19: MISSION STATEMENT - Patient AdvocatePatient Advocate Foundation is a national non-profit organization that seeks to safeguard patients through effective mediation assuring access to

Patient Advocate Foundation DonorsSustaining PartnersAdvocate FoundationAmgen, Inc.Arent Fox Kintner Plotkin &

Kahn, PLLCAstraZenecaBristol-Myers SquibbCity of Newport NewsCoastal Forms and Data Products, Inc.Dominion Virginia PowerEli Lilly and CompanyEyetechFerguson Enterprises, Inc.GenitopeGlaxoSmithKlineJP Morgan Chase Bank, N.A.Lance Armstrong FoundationNorthrup GrummanNovartisOncology Nursing SocietyPfizer, Inc.Purdue Pharma, L.P.Riverside Health SystemRochesanofi-aventisSusan G. Komen Breast Cancer

FoundationU.S. OncologyVirginia Department of HealthWachovia BankWachovia Securities

A Promise of Hope Auction Donors

20 Hope Street SalonA Friend of PAFAbout Face:

Jenny Keenan & Alice Threlkeld

Alan Richardson American Cancer SocietyAultman's JewelersB.J. Upton:

Tampa Bay Devil RaysBaltimore RavensBeck & Stein BooksBeijo: Sheila Read & Chrissy GarnerBenton KnightBetty's Baskets & GiftsBody Shoppe SpaBrandon's the SalonBriar Patch Tea RoomBrutti's Bryan and Fran CastellowCaptain Hogg ChartersC'Bay Technologies, Inc.CDW, Corp.Christopher Newport UniversityCities GrillCoffee Connections

Color Me MineCoraCozzy's Comedy Club & TavernCracker BarrelCreative Memories:

Sharon Melton & Nina VannCurvesDancewear DesignsDean KoontzDecorum Dennis and Margaret GartmanDewaltDianne LambDonna M. SternbergDr. & Mrs. Nate SchottElizabeth Lindstrom StudioEmpire Little Bar BistroFerguson Enterprises Ford's Colony Country ClubForever GiftsForm & FunctionFreemason AbbeyFreemason Inn Furniture FashionsGarden GazeboGypsy DHair GalleryHarbor CaféHi Ho SilverHilton Village GoldsmithHoliday Inn: Olde Towne PortsmouthHome Interior: Betty Jo SmithIleana MartinezIn a Tizzy!Index 10 TanningJ. RommJenny WindsorJo Anne EarpKasey CarnealKiln Creek Golf Club and ResortKingsmill Resort & SpaLarry and Carolyn Andrews LeMarcheLili'sLoews L'Enfant Plaza HotelManhattan's New York Deli and PubMarion and Frances BoldenMargaret Edwards for Floral FashionsMartha SmithMary Katherine HoggMedik's Market & CafeMelangeMiami DolphinsMichelob Ultra OpenMike SchmidtMr. & Mrs. John H. Ennis,Jr.Mr. & Mrs. Patrick CoyneMullins JewelersNone so Sweet ConfectionsOmni Newport News HotelOn the AlleyP. Buckley Moss SocietyParamount's Kings DominionParty Lite: Dee BurcherPeedlesPicture to Page, Inc.Pittsburgh SteelersPlantiquesPlastic Surgery Center of

Hampton RoadsPolish Pottery ShopPort City Java Premier Design: Betty Jo SmithRadisson Hotel HamptonRiverside Regional Medical CenterRiverside Wellness &

Fitness Center PeninsulaRunning ETCSan Antonio Sam’s Texas GrillSandy GierkeSandy ShookSavoy Suites-GeorgetownSchlesinger's at Port WarwickShanes HairwavesShockwavesSilver MoonSpirit of WashingtonStarbucksSteve's AntiquesSvihla Chiropractic ClinicTami LewisTextureThe American TheatreThe Big SkipperThe Blue HippoThe Fairmont-ChicagoThe Frame Shop & GalleryThe Framery & Art GalleryThe Grey GooseThe Lunch BellThe Mariners' MuseumThe Virginia StoreThe Westin St. FrancisThe White RabbitThe Williamsburg WineryTisha RoseTom Leveille, Hair on FireTown Center CafeTracy AndrusTy Zaylon Hair DesignVictoria's Day SpaVirginia Air & Space CenterVirginia OperaVoliaWatkins, Kay Schnack Williamsburg Country Club Woody Connette

Scholarship Donors

Brad AndersonLeah ArnettCindy BlackMr. & Mrs. Aaron BowmanRick BrowneEdward ConnetteVerna GoodmanAnnette HarringtonDianne LambMr. & Mrs. William McGivneyPat MeyersDavid MooreMr. & Mrs. John L. MurphyMr. & Mrs. Sasha OwenMr. & Mrs. Leo SandsMr. & Mrs. Roman SchenkkanDebbie Wulfe

Page 20: MISSION STATEMENT - Patient AdvocatePatient Advocate Foundation is a national non-profit organization that seeks to safeguard patients through effective mediation assuring access to
Page 21: MISSION STATEMENT - Patient AdvocatePatient Advocate Foundation is a national non-profit organization that seeks to safeguard patients through effective mediation assuring access to

Patient Advocate Foundation DonorsIn-Kind Contributors and DonorsWachovia SecuritiesMary Katherine Hogg, Investment BankerThe Daily PressCoastal Forms and Data ProductsConnections CorporationDr. Mary T. Christian and Scholarship for SurvivorsReview BoardDonna and Chuck AdkinsBarbara CiaraAlpha Phi SororityPatient Congress VI Speakers and PresentersNational Legal Resource Network AttorneysDr. Bill McGivneyJohn L. MurphyThe Honorable Pat DoughertyDianne LambWoody ConnetteDr. Bruce AveryChristian DownsLeah ArnettLeo SandsDr. Roy BeveridgeSheldon Weinhaus, Esq.Richard Carter, Esq.The Honorable Phil HamiltonDr. Dennis GastineauLori Williams, RN, MSN,OCNDr. Robert RifkinJohn CaldwellRene Cabral-DanielsJohn BlumMark Debofsky, Esq.Bruce BreegerCaroline MartinDr. John HoggChris WilsonLeigh Houghland

HonorariumsAssociation of Community Cancer CentersLance Armstrong Foundation Peer Review The Women’s Club of Newport NewsLeukemia & Lymphoma Society of Eastern Pennsylvania

PfizerNovartis Advocacy SymposiumSouth Carolina Cancer Center

General DonationsIris AndersonDebbie AndrusCone AsfawMary Atchinson-LeavyM. Naomi BagleyJoseph & Patricia BashawMr. & Mrs. Howard BatkinVernon BeebeNancy BeegleGerald BloomDeena BoboFrances BoldenJohn BrandtHilma BrowningMr. & Mrs. John BushnellSherrie BurkinMarcy BussellMargaret ButlerWilliam Carpel

Fran CastellowMargarita ChaconRobert A. ChamberlandMr. & Mrs. Ralph ClaytonDaniel ColumbusMary CoopriderMese CopeFrances CorvoElizabeth CostiganMarilyn CoulouMark DeBofsky, EsquireAnthony Decesare, Jr.Mr. & Mrs. DeinekCatalina DeladoSonia DietzLeatha DillonNancie DockeryJ. Geradine DouglasDPS, Inc.Mr. & Mrs. John H. Ennis, Jr.Mr. & Mrs. EscarcegaDoug FavreKathryn FeigenbaumBiran & Lori Ann FelczakFirst Flight High SchoolRuthene FletcherRose FluhartyBarbara FrancoisJoe S. FrankMr. & Mrs. FurmanskiJane GarfieldLois GatesMargaret GaynierMartha Geaney Dean Gesme, Jr, MDMr. & Mrs. Hal GieskingJerome GordonHarriett GrantMary Ruth GrantAnna Mae GreeneWilliam GuerraBetty HallettPatricia HardgrovePeter HartSheila HartHaynes Bros. Lumber CoJuliana HergetBarbara HemphillVirginia HohensteinMary Katherine HoggMary HooverCynthia HucksHP Employee Charitable Giving ProgramRonnie JacobsonStephen JamiesonMary Kathryn Cameron JonesKenneth KaplanLeardon KeleherEdgar Kennedy, Jr.Susan Curtis KidwellKaren KirkClyde KoppSteve KnightDianne LambAlfred LaMonteSusan LazzarineRonald LeibowitzBen LichtblauKathryn LoftonLinda LongSusan Long

Leigh LoydSalvatore LupicaJanet LyleAaron MarshallSuzanette MarshallJohn MartinEleanora MartinezPeggy Mason Gwendoline MattoxAnnalee MauskopfLillian MayerEva McDowellJackie McGarryKim McKillipGeorge McNamaraConnie MillerMr. & Mrs. Gerald MillerErin MoarattyDorothy MorrisMr. & Mrs. John L. MurphyDiane MurraySheila NollTeresa NormanMelynda ObergfellGloria PandlerDonna PerkinsCarmela PetersonPeter PomeroyPage PyleRuth Anne ReedSue RevereChristina RhodiusAlan RichardsonCyrus Rilee, Jr.Peggy RochonRogers & Hoffichter, P.C.Leonard RosenRose SandersRufina SantanaSchropp, Buell & Elligett, PARobert SherkerAlice SilverblattMartha SmithStephen SmithLinda SoyarsState Farm Insurance CompanyDonna SternbergSally StewartPeter StultsKathy StutzPaul Sullivan, Jr., PAHenry & Debby SungWillie SweetThe Lash GroupBrucie M. ThomasMr. & Mrs. James Thomas William Steve ThomasAngela ThompsonAnita TijerinoAnnie Von BuettnerWal-Mart FoundationPatricia WaltersTheresa WaltersVictoria WebsterCarolyn WhaleyTerry WheelerRichard WhiteMr. & Mrs. Williams John YankeyLori Ziber

Page 22: MISSION STATEMENT - Patient AdvocatePatient Advocate Foundation is a national non-profit organization that seeks to safeguard patients through effective mediation assuring access to

Patient Advocate Foundation DonorsDonations in Honor OfLisa Bellows

In honor of Cindy JoyceJoel Boswell

In honor of Connie BoswellComas Montgomery Realty & Auction Co.Ole South PropertiesTabatha Shea

In honor of Dianne LambJoy Denman

In honor of Shelby Denman WoldLeardon Keleher

In honor of Lila KeleherDawn Kessler

In honor of Pat JolleyNancy Stanfield Perrine

In honor of Jim MeadeNeal Robin

In honor of Susan RobinMr. & Mrs. Chris Schools

In honor of Katie SchoolsWilliam Branum Smith, Jr.

In honor of William S. SmithEdith Turner

In honor of Esther Turner

Memorial ContributionsGary Clayton

In memory of Ellen ClaytonMr. & Mrs. Furmanski

In memory of Marie HeroCristy Giddens

In memory of James R. Giddens, Jr.

Memorial ContributionsGary Clayton

In memory of Ellen ClaytonMr. & Mrs. Furmanski

In memory of Marie HeroCristy Giddens

In memory of James R. Giddens, Jr.Helen Hill

In memory of Haskell HillNorris Jensen

In memory of Tom BorghiLillian Kraus

In memory of David M. KrausConnie Miller

In memory of Ed LittleElene Miller

In memory of Leonard M. Miller, Ph.D.Tonie Papaleo

In memory of Joseph PapaleoNina Shapiro, Esquire

In memory of Mrs. Howard KleinJane Siano

In memory of Corinne WisenskiMr. & Mrs. John Stacy

In memory of Marie HeroMaurice Timmerman

In memory of Marcia TimmermanForrest Warren, Jr.

In memory of Debbie WarrenMr. & Mrs. Armin Weinberg

In memory of Theodore RobertsMargaret White

In memory of Betty Russell

PAF Receives Federal Appropriation

Through the work of Senators JohnWarner and George Allen, PatientAdvocate Foundation was therecipient of an appropriation in theFederal budget for the second yearin a row. PAF received$148,800.00 to provide support forproviding direct patient services.This appropriation is an increaseover the appropriation received in2003/2004.

Combined FederalCampaign and Combined

Virginia Campaign

PAF continues to participate in theCombined Federal Campaign(CFC) which was established bythe United States government as away for Federal employees to support their charities of choice.PAF’s CFC number is 1240.

PAF also participates in theCombined Virginia Campaign(CVC), giving Commonwealth ofVirginia employees the opportunityto support charities. PAF’s CVCnumber is 1540.

ForSociety.com andIGive.com

Patient Advocate Foundation is aparticipant in ForSociety.com andIGive.com. By linking with thesesites to do your online shoppingand travel, you can designate PAFto receive a donation form theretail vendors who participate.Each shopping site has a differentpercentage donation and is a perfect way for donors who shoponline to donate to PAF.

“My case manager

worked diligently to

help me resolve my

insurance issues.

I think of her as my

“friend,” not as my

case manager.”

--Acme, PA

Page 23: MISSION STATEMENT - Patient AdvocatePatient Advocate Foundation is a national non-profit organization that seeks to safeguard patients through effective mediation assuring access to

PATIENT ADVOCATE FOUNDATION STAFF(as of June 30, 2005)

Nancy Davenport-Ennis Chief Executive Officer and

President

Fran Castellow, MSEd. Chief Operating Officer

Beth Darnley Chief Program Officer

John H. Ennis, Jr., Co-Founder Executive Vice President of

Corporate Development

L. Alan Richardson, Executive Vice President of

Resource Development

Ruth Anne Reed Vice President of Special Programs

Molly Tanner, Marketing and Resource Development Coordinator

Donna McQuistian Sternberg, RN, OCN, Executive Vice President of Patient Service Operations

Cynthia Hucks, Executive Vice Presidentof Patient Service Programs

Executive Services Corporate Development Department

Patient Services Department

Carolyn Andrews, LPN, Senior Case ManagerJacqueline Beard, Case Manager Frances Bolden, RN, Clinical Case ManagerAviva Christy, California Hispanic/Latino Outreach

Coordinator & Case ManagerTraci Eakin, Case ManagerWanda Febus, Hispanic/Latino Outreach Program Coordinator

& Case Manager, New York

Margie Griffin, Case ManagerShauna Hatfield, Case Manager Rochelle Henderson, Case ManagerPat Jolley, RN, BS, Co-Director, PAF/CDC Hematological

Cancer Education and Outreach PartnershipCourtney Jones, Case ManagerTami Lewis, RN, CCM, Senior Case Manager, IowaLeigh Loyd, Case ManagerIleana Martinez, Florida Hispanic/Latino Outreach Program

Staff & Case ManagerDonelle McKenna, Case ManagerErin Moaratty, Senior Case Manager, Rhode Island Donna Reese, In House Education Coordinator &

Senior Case ManagerJennifer Risk, Regional Office Operations Coordinator &

Case Manager Sandy Shook, LPN, Coordinator of Internet Patient Services &

Senior Case ManagerConnie Slayton, BSN, Director, CDC/PAF Cancer Prevention

& Survivorship PartnershipMartha Smith, Case ManagerTanya Walker, RN, Clinical Case Manager

Page 24: MISSION STATEMENT - Patient AdvocatePatient Advocate Foundation is a national non-profit organization that seeks to safeguard patients through effective mediation assuring access to

PATIENT ADVOCATE FOUNDATION STAFFCo-Pay Relief Program

Administrative Services Department Financial Services Department

Communications Department Information Technology Department

Corporate Consultants Hugh Barlow, CPA, Senior Partner, Goodman & Co.Mary T. Christian, Ph.D., PAF National African American Outreach Program ConsultantJames C. Smith, Esquire, Corporate Attorney

Medical Case ReviewDr. Bruce Avery, Clinical Case Consultant, Practicing Community Oncologist & Hematologist, Hematology-Oncology Knoxville, TNMary Fujii, Clinical Case Consultant Preauthorization Specialist Hematology-Oncology Knoxville, TN

PAF’s Cancer Gold StandardsIn 2004, the National Institute of Health initiated a program The CEO Cancer Gold Standard that addressed five areas ofcancer prevention:

n Tobacco Usen Screening and Early Detectionn Diet and Nutritionn Physical Activityn Access to Quality Treatment and Clinical Trials

Patient Advocate Foundation embraced this program and instituted our own PAF Cancer Gold Standard Program. PAFbecame a smoke free workplace and offered smoking cessation programs for the employees. Email alerts were sent notifyingstaff about local cancer screenings and ensuring that staff insurance coverage contained cancer screening and clinical trialprovisions. PAF co-sponsored an in-house 10 week Weight Watchers program along with quarterly healthy pot luck lunches.Three days per week, the opportunity is available for staff to walk outside for 30 minutes and PAF paid for a percentage of astaff members gym membership. And again, the health insurance benefits offered to staff provides access to cancer care atappropriate treatment facilities.

Peggy Rochon, Senior Program SpecialistMary Altomare, Application SpecialistCarrie Barber, Benefit SpecialistAlneda Clark, Benefit SpecialistAngela Cleck, Reallocation SpecialistJane Garfield, Benefit Specialist

Jenny Shaffer Program Director

Melynda ObergfellAdministrative

Operations Director

Debbie Andrus, Controller

Nancy Culbertson Travel and Outreach Coordinator

Cyrus RileeExecutive Vice President of FinanceCindy McDaniel,Accountant

Tracy AndrusCommunications

Department Manager

Lewis Shivers, ResourceRoom AssistantMelissa Smart, Receptionist

Aaron Marshall Executive Vice President of

Information Technology

Victoria Doheny, Web Development ManagerAaron Shivers, Help Desk Operator

Tara Girard, Application SpecialistDeanna Miller, Benefit SpecialistShannon Reylek, Benefit SpecialistRita Robinson, ReceptionistSheila Roston, Application Specialist

Page 25: MISSION STATEMENT - Patient AdvocatePatient Advocate Foundation is a national non-profit organization that seeks to safeguard patients through effective mediation assuring access to

The Patient Advocate Foundation is comprised ofthree Board of Directors, an Executive Board,Scientific Board, and Honorary Board.

Nancy Davenport-Ennis, CEO, President

FounderPatient Advocate Foundation, Inc.

National HeadquartersNewport News, Virginia

Leah ArnettNursing director

University Health ServicesUniversity of Texas at Austin

Wimberly, TXBoard Secretary

Richard D. Carter, Esq.Carter & Coleman

Alexandria, Virginia

Bruce Avery, MDHematology-Oncology Knoxville,

TennesseeBoard Advisor

John L. MurphyQVan Capital, LLC

Stamford, CTBoard Treasurer

Sheldon Weinhaus, Esq.Council to the firm ofWeinhaus ,Dobson ,

Goldbergard & MorelandSt. Louis, Missouri

Roy Beveridge, MDCo-Director,

Stemcell TransplantInova Fairfax Hospital

Fairfax, VirginiaImmediate Past President

The Executive Board includes members from the medical, legal, managed care, insurance andlegislative disciplines, each of whom have served on state and national levels in seeking toimprove patient services.

The Honorable Patrick Dougherty

Missouri State SenateSt. Louis, Missouri

John H. Ennis, Jr.Co-Founder & Executive Vice

President of CorporateDevelopment

Patient Advocate Foundation, Inc.Newport News, Virginia

The HonorablePhil Hamilton

Virginia House of Delegates Newport News,Virginia

Dr. William T. McGivney, PhDChief Executive Officer

National Comprehensive CancerNetwork

Rockledge, PennsylvaniaBoard President

Edward G. Connette, Esq. Lesesne & Connette

Charlotte, North Carolina

Board Vice President

Christian Downs, MHA, JD Deputy Executive Director

Association of Community CancerCenters

Rockville, Maryland

Rene Cabral-DanielsDirector

Office of Health Policy andPlanning

Virginia Department of HealthRichmond, Virginia

Dianne Lamb Director of

Patient AdvocateMurfreesboro, Tennessee

John CaldwellPartner and CPA

Malvin, Riggins & Co., PCNewport News, Virginia

Scientific BoardJeffrey Wolf, MDDirector, Bone Marrow Transplant Unit Alta Bates Comprehensive Cancer Center, Berkeley, California

Dennis A. Gastineau, M.D.Director, Human Cell therapy LaboratoryDivisions of Transfusion Medicine & HematologyMayo ClinicRochester, MN

Richard L. Theriault, D.O., M.B.A.Professor of MedicineMD Anderson Cancer CenterHouston, TX

Foundation ResourcesCorporate Attorney of RecordJames C. Smith, Jr., Esquire Yorktown, Virginia

Meet OurBoard

Honorary BoardThe Honorary Board members are either cancer survivors orimmediate family members of cancer patients. Their role is toprovide support and direction to the patients who seek supportfrom this foundation through networking with programs that wehave in place as well as referral to additional national supportprograms.

Paula RiegerDirector, International AffairsAmerican Society of Clinical OncologyAlexandria, Virginia

Doris SimonsonMother of Cheryl Grimmel Monmouth, Maine

Pearl Moore, RN, MN, FAANChief Executive Officer, Oncology Nursing Society Pittsburgh, Pennsylvania

The Honorable Mary T. ChristianVirginia House of DelegatesHampton, Virginia

Lori Williams, RN, MSN, DSN ©, OCN, AOCNMD Anderson Cancer CenterHouston, TX

F. Marc Stewart, MDProfessor of Medicine, University of WashingtonFred Hutchinson Cancer Research CenterSeattle, WA

Robert M. Rifkin, MD, FACPDirector, Rocky Mountain Blood & Marrow Transplant ProgramRocky Mountain Cancer CentersDenver, CO

Otis W. Brawley, MDProfessor, Emory School of MedicineEmory UniversityAtlanta, GA

Leo SandsExecutive Vice President & Chief Administrative OfficerUS OncologyHouston, Texas

Page 26: MISSION STATEMENT - Patient AdvocatePatient Advocate Foundation is a national non-profit organization that seeks to safeguard patients through effective mediation assuring access to
Page 27: MISSION STATEMENT - Patient AdvocatePatient Advocate Foundation is a national non-profit organization that seeks to safeguard patients through effective mediation assuring access to