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Code of Ethics: Health Advocacy Leadership and Learning Organization (HALO) ©

As Healthcare Advocates we pledge, in writing, to commit ourselves to the following ethical principles. Our adherence is a voluntary assumption of self-discipline about and beyond requirements of law. Key provisions require that we as healthcare advocates:

Safeguard confidential information and abide by HIPPA and other
related regulatory requirements.

Render impartial, independent advice and counsel

Accept only those client engagements that we are qualified to perform.

Agree with the client in advance on the basis for professional charges (if any).

Develop realistic and practical solutions to client issues in obtaining quality of life healthcare and end of life (palliative) care.

Serving the interest of our Clients: Service to the Client beyond service to oneself

We will:
  Serve our clients with honesty, candor, integrity, competence, and objectivity basing our service on facts, best practices, and evidence as is best known at the time.

Behave compassionately, with fairness, and optimistic pragmatism.

Promote full disclosure (to the patient) of all medical information unless otherwise directed by the client.

Endorsing the sentiment: "Nothing about me without me"

Be prepared to assist patients in the negotiation of their healthcare options even though the patient's desires and decisions may be unpopular with healthcare providers or family members.

Promote clear communication and assure comprehension of all medical information, tests, options, and risk.

Defer to the client in all cases as the informed final decision maker in their healthcare diagnosis, treatment, and follow-up processes if desired by the patient.

NOT solicit, impose, or promote our own religious, racial, gender, political, or personal beliefs and agendas upon the client, their families, or any healthcare professional.

Keep client information and records of client engagements confidential, using proprietary client information only with the client's permission.

NOT take advantage of confidential or proprietary client information for our firms or ourselves.

We will not allow professional conflicts of interest or the appearance of conflict of interest to knowingly be present. If any such conflicts or appearances of conflicts arise we will excuse over selves from the process and work diligently, at no charge, to connect the patient/family with an impartial health advocate.

NOT allow our professional ethics to be compromised by inappropriate requests or demands.

Demonstrate Personal Integrity

We will:

  Maintain truthfulness and honesty and not compromise them for advancement, honor, money, or personal gain.

Immediately acknowledge any influences on our objectivity to our clients and will offer to withdraw from any engagement when our objectivity or integrity may be impaired or compromised.

Disclose to our clients, in advance, any potential conflicts or appearances of conflict and achieve resolution in a timely manner.

Take responsibility for our own errors and zealously seek to make restitution

Respect the diversity of beliefs, ethics, values, and morals of patients, their families, and healthcare providers. Should conflicts arise, work to find mutually acceptable compromise where possible but, in all cases, advocate for the client as the primary mission.

Endeavor to be acutely aware of our personal/professional competencies and abilities to continuously expand and grow them by professionally appropriate means.


We will:
  Accept only engagement for which we are qualified by our experience, education and competence.

Only engage staff and sub-contractors in accordance with their education, experience, knowledge and expertise. They will also agree to be bound by this statement of ethics.

Assure that all services provided to clients are delivered by appropriately qualified and skilled persons.


We will:
  Achieve agreement with the client, in advance, on the basis for our fees and expenses that are reasonable, legitimate, and commensurate with the services we deliver and the responsibility we accept.

Disclose to our clients, in advance, any fees or commissions that we will receive for equipment, supplies or services we recommend to our clients.

NOT accept bonuses, tips, or gifts (monetary or otherwise) from clients beyond our professional fees.
Exception: One time voluntary, non monetary gifts of appreciation whose value is not in excess of $15. For Example; thank you cards or other tokens of appreciation may be appropriate.

Commitment to our Profession:

We will:
Respect the legal and human rights of our clients and healthcare providers, not using proprietary information or methodologies without permission.

Not advertise or promote our services in a deceptive manner and will not, to the best of our knowledge, misrepresent the profession, other healthcare providers or practitioners.

NOT engage in the practice of medicine, law, accounting, social work, clergy, or any other licensed profession unless we are certified or licensed to do so by the appropriate governing authority.

Promote open and complete communication between the healthcare professions and those we serve.

Engage in practices that promote ethical conduct on the behalf of all healthcare professions and hold individuals and organizations accountable for their conduct.

Become aware of any conflicts that may arise between ethical standards in the healthcare professions and work faithfully and respectfully to mediate any differences.

Regularly engage in continuing education in our professional areas, striving to be lifelong learners and to be competently aware of new developments in the profession

Engage in Total Quality Management and Continuous Quality Improvement striving to improve the system as a whole and the quality of the engagements we accept.

We will engage in process and outcome measures that render reliable/valid information that allows us to continually improve our work and our profession.