This booklet was produced with a grant from the Alberta Law Foundation

© Copyright the MS Society of Canada.  All rights reserved.

Advocacy Guide

This guide is aimed at providing you with information on how to deal with issues that are important to people with disabilities.  We will be looking at general suggestions for effective self-advocacy.  As well, we will take a look at information that may help you when you are dealing with the legal system, medical system and political system. 

It is important to know what advocacy is and how to advocate because of the historical labelling of people with disabilities and the belief that they could not contribute to, or be productive in, society.  Today, we know that people who have disabilities do contribute and are productive, important members in all aspects of society.

Advocating for yourself is an important step in educating others and achieving equality.

Advocacy Guide Contents

I.   General Information

   What is advocacy?
        Systemic advocacy
        Individual advocacy
    What is an advocate?
   What is a self advocate?

II.     Effective Advocacy

    Know Your Rights
    Be Assertive
    Focus on What You CAN Do
    Know Your Goals
    Work with Others
    Be Organized

III.     The Legal System

            When Would I Be Involved with the Legal System?
            Discrimination on the basis of disability
            Should I File a Complaint?
            Duty to Accommodate
            Appealing the Decision of a Government Program
            Denial of Long-term Disability
            Legal Services Directory
            Lawyer Referral Service
            Legal Aid Society                                
            Legal Services

IV.     Medical System
     Family Doctor
     Specialist
     Health Care Insurance
     Co-ordination and Consistency

V.    Political System
     Before You Contact your MLA or MP
     Contacting Your MLA or MP
     The Ombudsman
     Contacting Your Municipal Government Representative

     
I.  General Information

What is advocacy?   Back to top

There are different definitions of advocacy, depending on the context in which you are using the word.  For example, advocacy in a legal context has a different meaning from advocacy in a political context.  We are using a broad definition that applies in all situations. 

For the purposes of this guide, advocacy means standing up for the things in which you believe.  Advocacy is sometimes divided into two types: systemic advocacy and individual advocacy. 

Systemic Advocacy    Back to top

Systemic advocacy, also referred to as social action, includes efforts aimed at changing legislation, policies, practices, opportunities or attitudes.  It is directed at making changes in the system that will have an affect on the lives of a group of people. 

Individual Advocacy    Back to top

Individual advocacy includes efforts aimed at supporting, empowering or acting on behalf of an individual. Sometimes viewed as “going to bat” for a person, individual advocacy helps where one feels he/she has not been treated as he/she should have been. 

What is an advocate?     Back to top

An advocate is someone who speaks up for others.  In the case of both systemic and individual advocacy, it is the person assisting the person with a disability.  The assistance may be as simple as finding information or it may be as involved as attending a hearing with the person.

What is a self-advocate?    Back to top

A self-advocate is someone who speaks up for him/herself.  You take the steps needed to achieve your goal, whether it is to get information, obtain a service, or change a policy.  You may not necessarily be acting alone, but you have an active role in initiating and moving along the process.

II.  Effective Advocacy 
 Back to top

Keep the following suggestions in mind throughout the advocacy process.

Know Your Rights     Back to top

To be able to speak up for yourself, you must first be aware of your rights.  You can find out what your rights are by talking to others, such as a representative of a disability organization, or by reading materials, such as government publications. 

 How you decide to learn about your rights is up to you as there are many sources available.  Be sure that the source you use is credible – that is, it is giving you trustworthy information.  Sources that may seem to be aimed at providing information are sometimes aimed at a different purpose and you may end up with misinformation.  It is a good idea to confirm information that comes from a questionable source.

 Rights are described both as human rights and legal rights.  Most human rights – basic rights that belong to every living person – are also legal rights – rights guaranteed through the law.  For example, the basic human right to equality is a legal right in Canada.

Be Assertive    Back to top

To be most effective, you will need to be assertive when dealing with others and speaking up for yourself.  Being assertive means standing up for what you feel and believe, without being passive (letting things happen without saying anything) or being aggressive (being too forceful or demanding).  You need to not let others push you around but you need to be open to compromise and reason.  If you are too passive nothing will change.  If you are too aggressive, you will have trouble getting the information and assistance that you need.

Focus on What You CAN Do      Back to top

You know yourself and your abilities best.  Where you have been negatively labelled or treated unfairly, you may start doubting yourself.  It is important for you to focus on your strengths, abilities and your rights.  Think positively!  Negative thinking will prevent you from achieving your goals.

Know Your Goals      Back to top

If you know your rights, you should be able to know what you want to achieve.  Whether you are seeking to obtain a benefit, educate others, or get a workplace adaptation, you should know your goal before you begin.  If you are advocating without a goal in mind, you won’t know where to go or what to do.  As well, you won’t know when you’ve reached your goal and you may end up wasting valuable time and resources.

Work with Others      Back to top

Don’t think that you need to advocate on your own.  Others not only support you – they will want to help you.   Family, friends, other advocates and other people with disabilities will be able to provide you with resources and support that can be invaluable.  Depending on your goal and the extent of your disability, you may not need the help of anyone or you may require extensive assistance.

Be Organized    Back to top

Being organized involves a practical approach.  For example, when you are applying for something (e.g.,, a government support), you will have to fill out numerous forms.  Make sure you have photocopies of everything you submit.  If you talk to someone from a program, write down the name of the person and the date that you spoke to him/her.  Keep all your information in one place.  Being organized in this sense is critical to being able to advocate for yourself effectively.

III.  The Legal System   Back to top

Because people have legal rights that can be infringed, they may find themselves within the legal system.  The legal system is a complicated environment for many reasons.  Legal language is difficult to understand, especially if you are not trained in the legal field.  As well, the legal system is full of procedures and rules that must be followed in order to achieve some progress.  Not knowing these rules can be very frustrating, especially if the various procedures and rules have not been explained to you.  Added to all this is the anxiety that is generally associated with the legal system. 

 Many people believe that if you need the help of a lawyer or are involved in a legal issue, you have done something wrong.  That is often not the case.  Where you are trying to have your rights upheld, you have done nothing wrong.  You are using the justice system for the purpose it was intended. 

When Would I Be Involved with the Legal System?    Back to top

As a person with a disability, you may be involved in the legal system or need a lawyer where:

you have been discriminated against on the basis of your disability
you are appealing the decision of a government program
you have been denied long term disability from your insurance provider

 You may also be involved in the legal system for reasons unrelated to your disability.

 DISCRIMINATION ON THE BASIS OF DISABILITY   Back to top

As used in human rights law, discrimination means making a distinction between certain individuals or groups based on a prohibited (expressly forbidden) ground. Under the Canadian Human Rights Act, one of these prohibited grounds is mental or physical disability, which includes previous or present drug or alcohol dependence.  Under the Human Rights, Citizenship and Multiculturalism Act (Alberta), discrimination on the basis of mental or physical disability is also prohibited. 

For Albertans, both these acts apply.  The Canadian Human Rights Act applies to areas for which the federal government has responsibility and the Act applies throughout Canada.  In Alberta, the Human Rights, Citizenship and Multiculturalism Act applies to areas for which the Alberta government has responsibility and the Act applies only in Alberta.  Other provinces have similar legislation that applies to that province only.  

Examples

If you are flying on a national airline and the plane does not accommodate your wheelchair, you could file a complaint under the Canadian Human Rights Act, as national airlines are an area for which the federal government is responsible. 

If you are asked to give information about whether or not you have a disability on a job application for an Alberta company and there is no reason why the job would require such information, then you could file a complaint under the Human Rights, Citizenship and Multiculturalism Act.  This issue falls under the responsibility of the provincial government. 

Should I File a Complaint?      Back to top

In many cases, you may be able to resolve a situation by speaking to the people involved.  What might seem at first to be discrimination may be a misunderstanding.  In the case of workplace discrimination, many employers have policies against discrimination and a specific person should be contacted if it occurs.  Or there may be a union or company grievance procedure you can follow.  In situations where you have been refused a service, you could complain to the manager. 

If these steps don’t get results, you can contact the Canadian Human Rights Commission or the Alberta Human Rights Commission.  Sometimes they are able to resolve a situation simply by talking to the people involved.  If this doesn’t work, you can file a complaint.   Filing a complaint is a serious matter and should not be taken lightly.  If you do file a complaint that is considered frivolous or is intended only to cause trouble, you may face charges. The further along in the process you get, the more likely it is that you will require legal assistance.  You should also be aware that the process could be very lengthy.   See Appendix 1 for how to file a complaint under both the Alberta and Canadian human rights legislation.

 Both Human Rights Acts give protection to people who file complaints and those who may give information in the process of investigating a complaint.   Anyone who intimidates, threatens or discriminates against someone or who interferes with an investigation, can face criminal charges.

Duty to Accommodate    Back to top

One of the most frustrating forms of discrimination against people with disabilities is the failure to accommodate disability in the workplace.  Because people with disabilities may require a workplace modification, employers may not want to retain or hire them.  However, that person may not only be productive but also the best person for the job. 

Under human rights legislation, employers have a legal obligation to take appropriate steps to get rid of discrimination against employees, prospective employees or clients in the workplace.  This is referred to as the “duty to accommodate”.  This duty does not apply where it can be shown that the discriminatory practice/ condition is a bona fide occupational requirement  (BFOR) or there is a bona fideO justification.  To prove that a practice/condition is a BFOR or is a bona fide justification, an employer would have to prove there would be “undue hardship” if made to accommodate. 

Undue hardship on an employer is measured in part by costs.  Health and safety are also factors considered.  Basically, the law requires all reasonable accommodation.   

Even where a reasonable accommodation is contrary to a collective agreement (in a unionized setting), an employer is required to implement it.  The duty to accommodate, where reasonable, overrides a collective agreement.

If an employer fails to reasonably accommodate your disability, you can file a complaint with a human rights commission.  If you are successful, the result could be reinstatement, compensation for lost wages and other expenses, letters of apology, an order to issue an anti-harassment policy, and/or other orders the human rights commission sees fit.  For more information on the duty to accommodate, contact your nearest office of the Alberta Human Rights Commission or Canadian Human Rights Commission (see Appendix 1). 

APPEALING THE DECISION OF A GOVERNMENT PROGRAM      Back to top

When you require income support or any other form of assistance through a government program, you will have to fulfil different eligibility requirements.  Within government programs, different criteria will apply.  What is considered to be a disability in one program may not be considered a disability in another.  You will have to be familiar with the various requirements of each individual program.  

If you feel you do meet the requirements and you have gone through the process of filling out the appropriate applications but you have been denied, or you disagree with the amount given or the date your payment begins, you will have to appeal.  To appeal, you must follow the appeal procedures outlined in the appropriate legislation or regulations.  For example, for Canada Pension Plan disability benefits, appeals must first go to Reconsideration, then to a Review Tribunal and then, if leave is granted, to the Pension Appeals Board.  These steps must be followed in this order – you cannot just go to court.

In the more preliminary stages of an appeal you often won’t require legal help.  The assistance of family, friends, or another advocate who is familiar with the program will be sufficient.  If the appeal continues on to more formal stages with more formal panels/boards/tribunals/commissions, you will likely require legal assistance. 

DENIAL OF LONG-TERM DISABILITY      Back to top

Again, in this situation you may not need the assistance of a lawyer in the initial stages of applying for long term disability.  Union representatives or benefits workers are there to provide you with assistance. 

It is important that you have read and understand your insurance plan.   For example, you will need to know whether there is a statement on “pre-existing condition” as this may affect your eligibility.   As well, there may be a clause stating that the insurance provider has a “right to refuse” or that there can be “non-compliance with recommended protocols”.  As well, your plan may state that to be eligible you must be unable to do “any” as opposed to “some” work.  Various conditions may be placed on eligibility.

Once you know what your plan says, you need to provide the right documentation.  Getting the right reports and other documents will allow you to avoid delays and frustration.  If you are denied, you should request written reasons for denial, although unless the plan says so, the insurance provider is not required to give them. 

If you have been denied but you feel you qualify, the assistance of a lawyer may be your best option.  A simple letter from a lawyer to the insurance company may be sufficient but in some cases it may require more involvement.  At this stage you need to weigh the benefits of obtaining the long-term disability coverage with the costs of continuing legal help. 

OTHER

In addition to the above situations, you may find you need legal help for issues unrelated to your disability.  For example, you may need to make a will or want to buy/sell property. 

Where do I find help?    Back to top

If you have never needed a lawyer before or do not know a lawyer, you may not know where to get the legal help you need.  You should actually speak to some lawyers before choosing which one to hire.  There are a number of options for finding a lawyer.  If you have access to the Internet, you can also check out www.extension.ualberta.ca/plena.

Legal Services Directory    Back to top

You can find legal help through a number of services throughout the province.   You can contact your local chapter of the Multiple Sclerosis Society or the Alberta Division office toll free at 1-800-268-7582 for a listing of the names and numbers of general and specific legal services in your area.

Lawyer Referral Service     back to top

Another source of legal help that is available in Alberta is the Lawyer Referral Service.  This program is offered by the Law Society of Alberta to help people find a lawyer who will provide them with the legal services they need.  It is an information service that is not subsidized.  You can call toll free 1-800-661-1095 (or 228-1722 in Calgary) and a Lawyer Referral Operator will answer.  After describing the nature of your problem the Operator will give you the names and phone numbers of three lawyers practicing in the appropriate field. 

You can make an appointment with any one or all of the lawyers, making sure to tell them you were referred to them by the service.  There is no charge for the first half-hour.  Afterward, you can decide whether you would like one of those lawyers to represent you at full fee rates and the lawyer can decide whether to take your case.

Legal Aid Society   Back to top

Legal Aid services are provided by lawyers who are willing to act for legal aid clients.  Lawyers willing to act are on a list and are issued certificates for individual cases. Participation by lawyers is voluntary.  Before one of these lawyers can assist a client, he/she must first have a certificate from a Legal Aid office.

Eligibility for legal aid services depends on the nature of your problem and your income.  You will be required to pay costs reasonable to your financial situation.  To find out whether you qualify and the costs you can expect, you should contact your local legal aid office (see Appendix 1 for contact information).

Disability Organizations

Some disability organizations will know of lawyers who are familiar with the issues and who represent people with disabilities. 

Internet

If you have access and you are familiar with the Internet, it could be very helpful to you.  Many law firms have web pages, as do other organizations that provide legal assistance and they will tell you what type of work they do. 

Phone Listings

You can also look in the phone book under Lawyers.  You will have to call those lawyers who you think may be suitable. 

When looking for a lawyer, you should find one that makes you comfortable and who understands your issue.  Some lawyers are very specialized and others are not.  While you can talk to as many lawyers as you want before choosing, be reasonable.  Talking to too many lawyers may confuse you and take up valuable time. 

How much will legal help cost?

Lawyers have different ways of setting the fees they charge.  A lawyer may:

charge a fixed fee (for example, to write your will)
charge a fee according to the amount of money or the value of property involved in your case (for example, according to the value of the house you are buying/selling)
charge you according to the amount of time spent on your case, according to what type of work it is (for example, an hour in court may cost the same as several hours of research), and according to how complex the work required is.

Different lawyers charge different hourly rates

charge you on a contingency basis (for example, in a personal injury case it may be based on a percentage of how much you receive)

 Lawyers often cannot predict exactly what their costs will be as each case is different.  Some lawyers do what is called “pro bono” work where they will provide their services for free.  

 What will happen when I first visit a lawyer?

After you have contacted some lawyers and chosen which one(s) you want to meet with, you will arrange a first visit.  When you first visit a lawyer, you should:

bring any papers or documents that have anything to do with your problem
be prepared for many questions – the lawyer is trying to see whether he or she can help you and will need many details
be completely honest – the lawyer is not there to judge you and you need not feel uncomfortable
know what you want to achieve – if the lawyer knows exactly what you expect, he/she will be able to help you better
ask any questions you may have (e.g.,, about costs, timelines, whether or not he/she thinks you have a good case) and write down the answers
discuss the next steps (e.g.,, arrange next appointment) if you have decided you would like to hire this lawyer. 

What should I expect from my lawyer?

The lawyer should explain the laws that apply to your legal problem.  He/she should be able to tell you what your rights are, what you can expect from him/her and the process you are involved in, what costs you can reasonably expect and about how long it will take.  It will be difficult to accurately predict exactly what will happen but you should have some idea.

 Your lawyer may not always tell you what you want to hear or be able to do everything you want.  The legal system places restrictions and timelines that lawyers must follow and he/she knows that. 

What should my lawyer expect from me?    Back to top

Your co-operation is essential.  You must be honest at all times.  You should also be aware that lawyers have other clients and other commitments too.  You need a lawyer to help you with a legal problem and he/she may not be able to assist you with other problems you may have. Your expectations should be realistic.  For example, he/she cannot provide you with family counselling.

IV.  Medical System   Back to top

Advocating for yourself within the medical system will involve being aware of how the system is structured and what kinds of problems you will encounter.   Waiting lists, referral rules and changes to the healthcare system may be frustrating but you will need to be patient and informed.

You will encounter a number of different health care professionals and you should be aware of what services they can offer you. 

Family Doctor   Back to top

Your family doctor is a general practitioner – that is, he/she is able to look after your general medical problems.  He/she takes care of and often has the best understanding of your overall health.   Usually, the doctor is someone you have been with a long time.  He/she also usually treats other members of your family.  For these reasons, your family doctor plays a significant role in your health care.

If you do not have a family doctor, you should find out which doctors in your area are taking new patients and you should schedule an appointment to see one. To obtain a list of doctors that are taking patients in your area, contact the College of Physicians and Surgeons of Alberta (see Appendix 3).  By providing them with your postal code they can give you a list of doctors taking new patients in your area. 

If you have general health problems or need regular check-ups, you should see your family doctor.  It is important that you are comfortable with the doctor so that you can avoid switching later. Consistency is an important factor in getting proper health care.  When looking for a new doctor, consider talking to others for their suggestions.  If you do switch doctors, you will need to make sure your medical history is forwarded to your new doctor.

Your family doctor is also your first contact when you require special treatment or information for a specific disability or illness.  In order to see a specialist you will need a referral from your family doctor.

Your family doctor can also fill out forms for you, write letters and advocate on your behalf when necessary.

Specialist   Back to top

A specialist is a doctor who has a specific area of medical expertise.   For example, a neurologist has specialized medical knowledge when it comes to nerves and the nervous system.  It is unlikely that a doctor will be a specialist in more than one area because of the education and training that is involved in acquiring a specialty.   You may have to see more than one specialist depending on your condition.

To see a specialist, you will require a referral from your family doctor, even if the specialist requests that you come back.  If your specialist actually books the follow up appointment at the time of your last visit, then you will not need a referral from your family doctor.   Examples of specialists that require referrals include:

rehabilitation specialists
neurologists
oncologists
cardiologists

The role of a specialist is to treat you in relation to a specific illness or disability. Only specialists can prescribe some medications.  For example, if you have multiple sclerosis, your neurologist will be the individual with whom you would discuss drug therapies, and he/she will be the doctor who can prescribe them.  He/she does not become your family doctor and you should not see a specialist for general health concerns.  

The challenge with seeing a specialist is that because he/she does not know your overall health, you may need to spend time discussing other aspects of your life and your health with the specialist.  It is important that the specialist understands how your disability affects your life.  Another challenge with specialists is that it will take much longer to get appointments with them.  It can take as long as several months to see a specialist. 

Your specialist may also fill out forms or write letters for you.  You will need to decide which doctor can give the best information on you and your disability in this case.

Knowing What to Do    Back to top

In recent years there have been many changes to the medical system and such changes will continue to occur.  In order to make your visit to the doctor as productive as possible, you have a responsibility to be proactive.  The following suggestions should help you make the most out of the medical services provided.

When you need to see a doctor or specialist…

Make an appointment as soon as possible.  Some clinics have a walk-in option.
Try to schedule your appointment to allow for waiting time, especially if it takes awhile to get an appointment with the doctor.
State the reasons for your visit and if you need more time than usual to discuss a problem.
If you prefer not to give the reason for your visit say “it’s personal” but indicate if it’s a new or an old problem.
Let them know if you expect the doctor to see more than one family member (to better schedule the time).

Before your visit…

Check to see if the doctor is on time, especially if you are on a tight schedule.
If you will be delayed or need to cancel, you should call beforehand.  Some offices will charge you a fee if you do not call ahead and cancel an appointment within a certain amount of time.
Have someone go with you if you need assistance or support during the visit.
Write down specific points or questions that you want to discuss.

 During your visit…

Ask the receptionist if your appointment will be delayed.  If you are unable to wait, reschedule another visit.
Inform the receptionist of changes in your personal information (e.g.,, address, phone number, next of kin, marital status).
At the beginning of your appointment, briefly list all your health concerns.
Describe your symptoms, whom you’ve seen about them and any treatment or tests taken as a result.
Listen carefully to the diagnosis and advice. Write down the most important points.
If you are feeling rushed, uncomfortable or if you don’t know or understand something, SPEAK UP and ask your doctor to explain it again.  It may be helpful to repeat in your own words what you think he/she said.
If you don’t think you can follow your doctor’s advice you need to say so and explain why (e.g.,, personal beliefs, fear, lack of money).
If you are uncomfortable making a decision about treatment, ask for more information or discuss the benefits of a second opinion.
Be clear about instructions before leaving – test results, recommended follow-up and who to contact if you have questions.

Following your visit…

Book tests or follow-up appointments right away.
If you need a prescription, ask your pharmacist for advice and information on the drug and its side-effects.
If you feel your doctor acted inappropriately and you’d like to file a complaint, you can contact the College of Physicians and Surgeons of Alberta (see Appendix 2).  Remember that filing a complaint is a serious matter.

During your visit, you may feel anxious or sick and it may be difficult to remember details.  Appendix 2 contains a list of questions you may want to ask your doctor.  There is also an example of a reminder sheet that you or your doctor can fill out to help you remember what was said during your visit.

Health Care Insurance    Back to top

Part of understanding how to make the most out of the medical services available to you, is understanding your health care insurance.  When you have a disability, different provisions will apply to you and your family.  You may be able to obtain coverage for aids and assistive devices but you will have to apply and provide medical proof of your disability. 

Co-ordination and Consistency    Back to top

When you are seeing multiple doctors, it will be a challenge to co-ordinate all the information you get.  However, it is important that each of your doctors understands what the others are doing.  It will be up to you to make sure they are informed, as doctors are very busy people.  You have the responsibility to ensure you are receiving the best health care possible. 

Where you require assistance in filling out forms (e.g., for income support) you will need to make sure the doctors are consistent in the information they provide.   They need to be consistent not only among themselves but with you as well.  Often, when a patient has not conveyed the functional limitations of their disability to their doctor, the doctor cannot provide the medical support required for successful applications.   The person with a disability may describe a problem or limitation on their application but the medical information does not indicate the same problems or limitations.  It is important that your doctor knows how your disability is affecting your ability to work and perform daily living activities, as well as the overall quality of your life.   You can guide your doctors when it comes to providing information on forms.   

Be Organized

When you need to submit medical information and other documentation to apply for programs and services, you will need to keep your information organized.  It is very important that you:

·        answer all questions

·        keep copies of all the information you submit

·        write down information given to you by phone or in person

·        make note of when you speak to people, their names and their position,

·        make note of when you submit your application

·        make note of the date you receive any correspondence/documentation

·        know the timelines and follow-up if processing is overly delayed

Often, when in a hurry to get applications in, people forget to do these small things.  However, taking a little extra time to make sure your application is complete, and that you have documented everything, can make the difference in a successful application/appeal.  If your application is not properly filled out, then this will delay processing and may reflect poorly on you.  If you cannot fill out an application, you can always request assistance.  If you do use help, be sure to make note of this on your application.

V.  Political System   Back to top