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What is a Patient Navigator (Video in Spanish)

Introduction

A patient navigator is a trained professional who guides you through the healthcare system so you can get the right care at the right time. Navigators help you schedule appointments, prepare questions for your clinicians, arrange transportation, understand your treatment choices, and connect with community support. If you are feeling overwhelmed by medical details, insurance terms, or the number of people involved in your care, a navigator can simplify what comes next and walk with you through it.

The video on this page highlights what many people want to know first. Patient navigation can be covered by your health insurance. Medicare and many Medicare Advantage plans cover navigation services when your clinician bills approved codes and requirements are met. Patient navigators act as a link between you, your providers, and community services. They help schedule appointments, arrange transportation, connect you with social groups, and explain your options so you can receive the information and benefits available to you.

Let's turn pain into Progress.
Let's turn pain into Progress.

How patient navigation helps you day to day

Appointments and scheduling

If keeping track of dates and instructions is stressful, a navigator can organize your appointments and follow ups, remind you of what to bring, and help you prepare a short list of questions for your care team. When new referrals are needed, a navigator can coordinate with the office so you do not have to make multiple calls.

You can learn more about appointment support here: https://understoodcare.com/care-types/appointments

Communication with your care team and family

Clear communication is essential. Navigators make sure the right information is shared with the right people. They can help you draft updates, share care plans, and keep your doctors, specialists, support team, and family informed so everyone understands the plan.

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

Transportation and getting to care

Missing appointments because of transportation can delay care. Navigators arrange reliable rides to clinics, hospitals, pharmacies, and community events. They match options to your mobility needs and budget, and they confirm the pickup and drop off details so your day goes smoothly.

See transportation help: https://understoodcare.com/care-types/transportation-help

Understanding treatment choices, benefits, and next steps

Medical choices can be complex. Navigators explain options in clear language, help you weigh pros and cons based on your goals, and support second opinions when helpful. They also make sure you know about programs and benefits you may qualify for, including home support, social services, and community resources.

Social connection and community support

Health improves when you feel connected. Navigators help you find senior centers, faith and community groups, condition focused support groups, and local events that fit your interests and abilities. Staying active and supported can make a meaningful difference in daily life.

Find social support options: https://understoodcare.com/care-types/social-support

Bills, insurance, and financial confidence

If bills or explanation of benefits are confusing, a navigator can review charges with you, explain what insurance paid, clarify what you owe, and spot errors to dispute. The goal is for you to feel confident and in control of healthcare costs.

Learn about bill review support: https://understoodcare.com/care-types/analyze-bills

Mental health and emotional support

Caring for mental health should feel clear and compassionate. Navigators can help you find the right mental health support, coordinate care between your primary clinician and specialists, and reduce barriers like transportation or scheduling conflicts so you can focus on feeling better.

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

Care coordination across your whole team

Many people see more than one clinician. Navigators coordinate your care by scheduling appointments, tracking referrals and follow ups, and keeping your healthcare team connected. This helps reduce duplicate tests, missed results, and mixed messages, and it helps your plan fit your goals and routine.

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

Who serves as a patient navigator

Patient navigators come from different professional backgrounds. Many are non clinical professionals trained in navigation, social services, or public health. Some are nurses, social workers, or community health workers who focus on coordination and problem solving. What unites them is a dedication to removing barriers, improving communication, and helping you move through screening, diagnosis, treatment, and follow up with less stress.

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What a navigator does and does not do

A navigator focuses on coordination, education, problem solving, and support.

A navigator does

  • Organize appointments and referrals
  • Help you prepare questions and share updates with your care team
  • Arrange transportation and community resources
  • Review bills and insurance terms with you
  • Connect you to support groups and social services
  • Coordinate between multiple clinicians
  • Help with applications for programs you may qualify for

A navigator does not

  • Replace your clinician or make medical diagnoses
  • Choose a treatment for you without your input
  • Provide emergency medical treatment

If you have a medical emergency, call 911 or go to the nearest emergency department.

Coverage and costs with Medicare and Medicare Advantage

Navigation services can be covered under Medicare Part B when your clinician bills approved services that meet Medicare rules. These include Community Health Integration and Principal Illness Navigation services provided by auxiliary personnel under your clinician’s supervision. If you have a Medicare Advantage plan, your plan must cover at least the same Part B services as Original Medicare. Your out of pocket costs can vary by plan, network, and copay rules, so a navigator can help you understand what to expect and how to minimize unexpected bills.

Common questions

  • Is navigation covered for long term conditions
    Many people qualify when their clinician confirms that the service is medically necessary for a condition expected to be managed for at least a few months. Your clinician’s office submits the claim using approved codes.
  • Does Medicare Advantage cover navigation
    Plans are required to cover the same Part B services as Original Medicare. Copays and prior authorization rules can be different, so it helps to review your plan details.
  • Do I pay a separate fee to a navigator
    If the service is billed by your clinician and covered, you typically only owe your normal Part B or plan cost sharing. A navigator can help you ask the office how they bill and what your costs will be.
Talk to an Advocate (646) 904-4027
Talk to an Advocate (646) 904-4027

Evidence that navigation helps

Patient navigation began in cancer care and is now used for many serious and chronic conditions. Studies show navigation can shorten the time from an abnormal test to diagnosis, improve treatment start times, support palliative care referrals when appropriate, and reduce barriers that keep people from getting recommended care. Financial navigation can reduce the stress of medical costs by helping people understand bills and connect to assistance. While results vary by program and setting, the overall evidence supports navigation as part of high quality care, particularly for people facing complex medical or social needs.

What this means for you

  • If you are juggling multiple appointments, a navigator helps you stay organized
  • If you are unsure which step is next, a navigator maps it out and communicates with your team
  • If transportation, language, or cost is in the way, a navigator works to remove barriers
  • If you want your family included, a navigator helps share updates and set up calls so everyone hears the same plan

How Understood Care can serve as your patient navigator

At Understood Care, your advocate supports you across daily tasks and big decisions.

When to ask for a navigator now

Consider asking for navigation support if any of these are true for you.

  • You have a new diagnosis and are unsure about the next step
  • You have several clinicians and want a clear plan that everyone sees
  • You are missing appointments because of transportation, reminders, or scheduling conflicts
  • You are getting bills you do not understand or that feel incorrect
  • You want a second opinion and need help with records and scheduling
  • You feel isolated and would like local support groups or social activities
  • You want help communicating updates to family and your care team

Getting started

If you would like Understood Care to be your navigator, you can schedule a time to talk with an advocate on our site or call us for help right away. We would be honored to walk alongside you and make your care easier to manage.

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

References

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