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Working as a Patient Navigator: Facilitating a Referral

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Name: ________________________________________
Date: _________________________________________
Procedure 55-5:
Working as a Patient Navigator: Facilitating a Referral for
Community Resources
Objective: Create a brochure that educates patients about available community resources.
Equipment and Supplies: List of community resources; computer; Internet access; pen; paper;
patient’s medical record
Scenario: A female patient is struggling with alcoholism and was recently arrested for drunk driv-
ing. Dr. Wilkinson has requested that the patient be provided with information about community
programs and resources that can help her. The doctor has also asked that the patient be provid-
ed information on public transportation because she has lost her driving privileges.
Affective Behaviors: Affective behaviors provide a professional approach to a skill that enhances
the patient encounter. These behaviors may also display sensitivity to a patient’s rights and
enhance communication. Pay close attention to these skills, which will be in bold, italicized font.
Skills Assessment Requirements
Read and familiarize yourself with the procedure. Complete each procedure within a reasonable
amount of time, with a minimum of 85% accuracy.
Documentation
Use the area below for any documentation needed to complete the procedure.
Procedure_54-1 to 55-5.indd Page 67 26/04/17 6:59 PM localadmin /206/PH03233/9780134473062_BEAMAN/BEAMAN_PEARSON_COMPREHENSIVE_MEDICAL_ASSISTING_ ...
Name: ________________________________________
Date: _________________________________________
POINT VALUE
✦ = 3–6 points
✶ = 7–9 points
GRADED
TRIAL
# 1
GRADED
TRIAL
# 2
NOTES
1. ✦ Using the Internet or a local
telephone book, locate programs
within your community that can
help with the patient’s addiction,
such as Alcoholics Anonymous.
2. ✦ Make a list of the programs
available that can be of help for
the patient. On the list, include
telephone numbers and website
information.
3. ✦ Call or visit the website of the
selected programs to determine
meeting schedules and locations.
Include this information on the list
that will be given to the patient.
4. ✦ Obtain phone numbers and
information that will help the patient
with transportation, and include this
on the list of information which will
be given to the patient. *This could
include local public transportation,
taxi cab companies, and Uber.
5. ✦ Review the list of information with
the patient and ask if she has any
questions you could answer.
6. ✦ Provide the patient with your
name and the oce telephone
number. Encourage her to call you
with any questions.
7. ✶ Within 48 hours, place a follow-up
call to the patient to establish how
she is doing and if she has chosen
a meeting to attend. Inquire if
transportation has been arranged.
Procedure_54-1 to 55-5.indd Page 68 26/04/17 6:59 PM localadmin /206/PH03233/9780134473062_BEAMAN/BEAMAN_PEARSON_COMPREHENSIVE_MEDICAL_ASSISTING_ ...
Name: ________________________________________
Date: _________________________________________
POINT VALUE
✦ = 3–6 points
✶ = 7–9 points
GRADED
TRIAL
# 1
GRADED
TRIAL
# 2
NOTES
8. ✶ Document all information related
to the patient’s oce visit and
subsequent telephone follow-up.
GRADING
Points Earned
Points Possible 54 54
Percent Grade (Points Earned/
Points Possible)
PASS: ❑ YES
❑ NO
❑ N/A
❑ YES
❑ NO
❑ N/A
Instructor Sign-O
Instructor: ______________________________________________ Date: _________________________
Procedure_54-1 to 55-5.indd Page 69 26/04/17 6:59 PM localadmin /206/PH03233/9780134473062_BEAMAN/BEAMAN_PEARSON_COMPREHENSIVE_MEDICAL_ASSISTING_ ...
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Working as a Patient Navigator: Facilitating a Referral

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Completed 13 December 2020

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