An Interactive Experience Includes Case Studies
Accessing Medical Records & Patient Portals to Improve Communication & Care
Tuesday, May 26, 2026
7:00 PM ET
Presenters: David Fielding, MPH, BCPA & Jackee Namwila, BCPA
Room opens 5 minutes early for networking
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Knowing how to access and utilize medical records & patient portals can help ensure that families and advocates are able to readily access medical personnel & critical health information in real time.
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This presentation will help participants understand the basics of medical records, who documents care, and what information is documented. Also attendees will learn how to use the Patient Portal to access clinical records in real time and communicate with medical staff efficiently & effectively.
ABOUT THE SPEAKERS
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David Fielding, BCPA, MPH
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David is an experienced patient advocate who is passionate about helping patients and families navigate the health care system safely and efficiently. Relying on his extensive prior experience as a healthcare executive and former Program Director of the NY State Dept of Health’s Long Term Care & Home Care Programs, David educates and supports families to understand & exercise their rights, access health records & improve health literacy, understanding of challenges/pitfalls in various settings and secure public funding, when available - all to make more informed decisions about their care & ensure the best care for his clients and alleviate their undue stress & confusion.
As an active Pulse Center for Patient Safety Advisor and volunteer, David has attended countless Pulse programs and helped in the development of the TakeCHARGE Campaign (now entering its 5th year) and this ACES program - the Advocates Collaborative Educational Series.
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Jackee C. Namwila, BCPA
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Jackee is an experienced health care consultant. Through her two companies - Namsi Health Care Consulting & Patient Advocates, Inc. and Empire Healthcare Management, LLC - she has consulted with the Attorney General’s office as an Independent Monitor, with Article 28s, IDTFs, Home Care Agencies, Federally Qualified Health Centers (FQHCs) and OBS/Ambulatory Surgery Centers. Additionally, her firm continues to play a major role as an MSO to a mental health clinic located in Harlem, NY.
Ms. Namwila recently became a Board Certified Patient Advocate (BCPA). She is also active on the Medical Advisory Council to Mildred Elley College and ASA College. Previously, she was Director of Managed Care, Director of the Physician Hospital Organization (PHO) & Executive Director of the Sleep Lab at NY Eye & Ear Infirmary.
Jackee also serves as a Board member for numerous nonprofit organizations, including Pulse Center for Patient Safety Education and Advocacy, and volunteers at women’s shelters and food pantries in NYC.
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Whether you’re navigating healthcare yourself or supporting someone else, Pulse programs are here to assist you in this journey. Pulse is not about your health, it’s about your healthcare.
This program is awaiting approval by the Patient Advocate Certification Board for 1 CE
About ACES
ACES is a virtual program held the last Monday of the month at 7PM Eastern Time
ACES delivers a dynamic, hour-long virtual experience featuring expert-led presentations followed by interactive group discussions and real-world case studies. Participants actively contribute their perspectives and insights throughout each session, which concludes with a dedicated Q&A segment.
We encourage networking before and after meetings to foster valuable connections within our community. To continuously enhance our program, we collect participant feedback through targeted polls and surveys, helping us refine content and identify compelling future topics.
Get Involved!
Share Your Expertise: Become an ACES Presenter
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ACES is actively seeking passionate healthcare professionals to lead thought-provoking discussions on critical patient safety topics. If you have valuable insights to share, or know someone who does, we invite you to help shape the future of healthcare excellence through our platform.
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Send us a message to info@Pulsecpsea.org
Or learn more here:
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Meet Our Program Committee
Meet Our Program Committee
David Fielding
BCPA MPH
Program Committee Leader - Patient Advocate
Marc Berlin
BCPA
"On the Marc" Patient Advocate
Ilene Corina BCPA
Pulse Founder & President-
Patient Advocate
Caryn Isaacs
Keynote Speaker & Legacy Coach
Sofie Schwartz MBA
Greater National Advocates
Your donation will directly contribute to our efforts in raising awareness, providing education, and advocating for positive patient outcomes.
Summary Disclaimer: The information which is shared during Pulse meetings and programs does not constitute professional advice and should NOT be used as a substitute for seeking professional care for the diagnosis and treatment of any illness either physical, mental or emotional. Read Full Disclaimer Here
