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What is a Patient Navigator (Video in Spanish)

Introduction

A patient navigator is a trained professional who helps you move through the healthcare system with clarity and confidence. Navigators work alongside your clinicians to remove barriers to care, coordinate appointments, arrange transportation, and connect you with community support. If you feel overwhelmed by medical details or insurance rules, a navigator can simplify what comes next and walk with you through it.

This article includes a short video. The message in the video is simple and encouraging. Patient navigators are healthcare professionals who guide people through a complex system so that they can get the right care at the right time. Navigators help schedule appointments, look for transportation, connect you with social groups, and explain treatment options so you can use the benefits available to you. Many people can receive navigation through Medicare and many Medicare Advantage plans when program criteria are met and the services are billed by your clinician using appropriate codes

A healthcare expert on your side.
A healthcare expert on your side.

What a patient navigator does for you

Appointments and scheduling

If keeping track of visits and follow up feels stressful, a navigator helps you organize the schedule, confirm what to bring, and set reminders. Navigators can also prepare you for telehealth visits if you prefer a video call

https://understoodcare.com/care-types/appointments

Preparing for conversations with your clinicians

Navigators help you write down questions, gather past records, and understand how your symptoms and goals should guide each visit. You will feel more prepared and more confident during appointments

https://understoodcare.com/care-types/communication

Understanding treatment options and benefits

Your navigator explains the purpose of tests, medicines, therapies, and referrals in plain language. They can review common side effects, help you consider risks and benefits, and make sure you know what is typically covered by your plan

https://understoodcare.com/care-types/care-coordination

Transportation and logistics

If getting to the clinic is hard, a navigator helps find reliable rides, building access details, and safe mobility routes. For ongoing transportation help, visit https://understoodcare.com/care-types/transportation-help

Community services and social support

A navigator can connect you with meal resources, home safety programs, caregiver support, and local social groups. For caregiver tips, see https://understoodcare.com/healthcare-info/caregiver-support

Insurance and paperwork

Navigators help you gather forms, understand prior authorizations, and share required documents with your care team. They can explain the differences between Medicare, Medicare Advantage, and other plan types so you know how services are approved

https://understoodcare.com/care-types/application-help

Emotional support and communication

Healthcare brings big emotions. Navigators listen, validate what you are feeling, and help you express your preferences to the care team. They can identify when extra support would help, such as counseling or community groups

https://understoodcare.com/care-types/depression

Your story is bigger than pain. We can help find relief.
Your story is bigger than pain. We can help find relief.

How patient navigation works with your care team

Who provides navigation

Patient navigators can be nurses, social workers, community health workers, or other trained professionals. They are part of a team that includes your primary care clinician, specialists, pharmacists, therapists, and community partners

Training and standards

Navigation programs focus on barrier assessment, care coordination, communication skills, and safe handoffs between settings. Many programs use structured tools to track needs and progress so that your plan is organized and consistent

Privacy and respect

Navigators follow privacy laws and share information only with your permission or as allowed by law. You remain in control of your choices. Navigators provide unbiased information to support your decisions

Take back your days. Support is here.
Take back your days. Support is here.

Coverage and costs

Medicare and many Medicare Advantage plans cover navigation services when specific requirements are met. For example, Principal Illness Navigation can support people who live with a serious or high risk condition. Community Health Integration can support people with health related social needs such as food insecurity, housing challenges, or transportation barriers. These services are delivered by trained personnel under the supervision of a Medicare billing clinician. An initiating visit is usually required, and the services must be documented and billed correctly. If you have Medicare Advantage, your plan can cover these services when they meet program rules. If you are unsure about eligibility, a navigator can review your situation and coordinate with your clinician to confirm what is covered

Advocates are FREE because insurance covers them
Advocates are FREE because insurance covers them

Evidence that navigation helps

Research programs across many health systems show that navigation can shorten the time from an abnormal test to diagnosis, improve the start and completion of treatments, increase patient satisfaction, and reduce missed appointments. Navigation also helps address barriers that lead to inequities in care by linking people to trusted information and community support. These benefits are reported for cancer care and increasingly for other complex and chronic conditions. The consistent theme is practical, person centered help that reduces delays and makes care easier to use

Providing support for practical tasks
Providing support for practical tasks

Getting started

Step one set goals

Write one or two goals such as fewer missed appointments, better understanding of a new diagnosis, or safer transportation to care. Share these with your navigator

Step two collect key information

Gather a recent medication list, allergy list, and the names of your clinicians. Bring your insurance card. If you track blood pressure, glucose, weight, or symptoms, bring your notes

Step three prepare questions

Examples include What will this test change, What are common side effects, What is the plan if my symptoms worsen, and When should I call for help

Step four schedule your first navigation session

Ask your primary care clinician or specialist to place a referral for navigation support. If you receive Medicare, ask whether Principal Illness Navigation or Community Health Integration is appropriate for you

Hospice at home with round the clock support
Hospice at home with round the clock support

How Understood Care can help

Understood Care provides navigation and advocacy services that coordinate appointments, arrange transportation, connect you with mobility equipment suppliers, and help you understand treatment choices and benefits. If you need help with mobility equipment or a home safety review, see https://understoodcare.com/care-types/mobility-equipment. For transportation to and from appointments, visit https://understoodcare.com/care-types/transportation-help. For caregiver guidance, read https://understoodcare.com/healthcare-info/caregiver-support. If you want a quick overview of patient navigation on our site, see https://understoodcare.com/healthcare-info/what-is-a-patient-navigator

Mobility equipment without the hassle
Mobility equipment without the hassle

Frequently asked questions

Are patient navigators covered by Medicare

Yes, when program requirements are met and the service is billed by your clinician using approved codes. This may include Principal Illness Navigation for serious or high risk conditions and Community Health Integration for health related social needs. Coverage in Medicare Advantage plans is common when the same criteria are met. Your navigator and clinician can confirm eligibility for your situation

Do I need a referral

In most cases your clinician initiates navigation after a visit. If you think navigation would help, ask your primary care clinician or specialist to refer you and document the condition being addressed

How is a patient navigator different from a case manager

Both coordinate care. Navigators focus on removing barriers and guiding you through the system day to day. Case managers are often payer based and focus on authorization and plan rules. Many teams use both so that you receive complete support

Can a navigator attend my appointments

Your navigator can join by phone or in person with your permission and the clinic’s approval. They can help you take notes, ask questions, and understand next steps

Is my information private

Yes. Navigators follow privacy rules and only share information as permitted. You control who is included in conversations

What conditions qualify for Principal Illness Navigation

Principal Illness Navigation supports a serious or high risk condition that is expected to last at least three months and places you at significant risk of hospitalization or complications. Examples include cancer, advanced heart disease, severe lung disease, serious mental health conditions, and other complex illnesses. Your clinician will confirm whether the definition applies to you

How does navigation help with social needs

When food access, housing, utilities, or transportation make it hard to follow a care plan, your navigator can connect you with community resources and coordinate with your clinicians. This is part of Community Health Integration in Medicare

Do navigators replace my doctors

No. Navigators support you and your clinicians. They do not diagnose, prescribe, or replace medical advice. They make care easier to use and help you follow the plan that you and your clinicians choose

Talk to an Advocate (646) 904-4027
Talk to an Advocate (646) 904-4027

References

This content is educational and is not a substitute for medical advice. Always consult your healthcare provider for personalized care.

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