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Table 3 Characteristics of system navigation models and their purpose

From: Navigation delivery models and roles of navigators in primary care: a scoping literature review

Study

Location of study

Components of the model

Purpose

Reported or perceived outcomesa

Studies of lay person navigators (n = 12)

Retkin et al., 2013

New York City, US

Name: Healthcare Legal Partnership (HeLP)

To improve health and well-being of vulnerable communities by integrating legal assistance in patient navigation

PO - improvements in general health and wellness, patients who were connected to legal services reported positive impacts on finances and even improved compliance with medical appointments and treatment

PNO - increased understanding of the law and skills to address patient’s needs

Type of Navigator: Lay patient navigator trained in legal issues with support of attorneys

Population: People with Cancer and HIV

Esperat et al., 2012

Texas, US

Name: Transformacion Para Salud (Transformation for Health)

A chronic disease self-management model to develop a culturally sensitive intervention to facilitate patient behavior changes

PO - improvements in general health and wellness, Improved self-efficacy, self-management or empowerment

HSO - Reduction in emergency room and/or hospital use

Type of Navigator: Certified community health workers

Population: Underserved populations with chronic diseases

Layne et al., 2012

Atlanta, US

Name: Good Samaritan Health Centre

To assist new patients in establishing a healthcare home, to prevent disease, detect health conditions

at an earlier stage and provide more successful treatment, and reduce preventable ED visits

PO- Increased access to care

HSO - Reduction in emergency room and/or hospital use

Type of Navigator: Patient Navigator assisting with financial and medical system practices working with primary care providers

Populations: Uninsured adult patients living in poverty with no regular primary care provider

Spiro et al., 2012

Massachusetts, US

Name: The MGH Chelsea community health improvement team

To provides support for everyone involved in patient care: patients, providers, the community at large, and the internal CHW staff

PO - improvements in general health and wellness, increased patient satisfaction

PNO - satisfaction with navigation programs, opportunity to redevelop as professionals

Type of Navigator: Community Health Worker

Population: Vulnerable sub-populations including refugees/immigrants, Latinos, an those facing significant economic, education and health challenges

Brown et al., 2011

Brooklyn, US

Name: Healthy Programs Brooklyn

To increase access to care, improve health education and ease navigating the health care system

PNO - increased knowledge and skills

Type of Navigator: Trained lay navigators

Population: Residents living in New York City housing authority developments

Linkins et al. 2011

Minnesota, US

Name: Stay Well, Stay Working (SWSW)

To offer working persons with serious mental illness a comprehensive set of health, behavioral health, and employment support services

PO - improvements in general health and wellness, increased access to care, increased employment and reduced financial stresses, reduced numbers of mental health patients who applied for disability benefits, and a significantly higher percentage of behavioural health claims compared to controls

Type of Navigator: Navigators trained in vocational rehabilitation serving an employment support role

Population: Social Security Disability beneficiaries with psychiatric illnesses

Carroll et al., 2010

New York, US

Name: Cancer Patient Navigation Program

To assess and alleviate barriers to adequate health care

PO - Negative experiences were reported in a cancer patient navigation program delivered by community health workers (CHW), from a variety of settings including primary care

Type of Navigator: Community Health Workers

Population: Newly diagnosed patients with breast or colorectal cancer

Gimpel et al., 2010

Dallas, US

Name: Project Access Dallas

To provide access to health and social care for the “working poor” who are ineligible for existing, publicly-funded health care

PO - improvements in general health and wellness, Improved self-efficacy, self-management or empowerment, working poor served in one study noted that services were now affordable

Type of Navigator: Community Health Workers (CHWs)

Population: Uninsured, low income residents requiring access to health care

Clark et al., 2009

Boston, US

Name: Boston REACH 2010 Breast and Cervical Cancer Coalition Women’s Health Demonstration Project

To identify and reduce medical and social obstacles to breast cancer screening and following up abnormal results

PO - Increased access to care

Type of Navigator: Case managers

Population: Women of African descent

Mayhew et al., 2009

London, UK

Name Integrated Care Co-ordination Service (ICCS)

To provide supports to older adults to prevent hospital admissions and early admissions to long-term care

HSO - Reduction in emergency room and/or hospital use

Type of Navigator: Care coordinators

Population: Adults age 65 and over with one or more chronic conditions

McCloskey et al., 2009

New Mexico, US

Name: LA VIDA (lifestyle and values impacting diabetes awareness)

To reduce barriers to health and social services and supports for Hispanics living with diabetes

PO - improvements in general health and wellness, Improved self-efficacy, self-management or empowerment, Increased access to care

PNO - empowered in their community advocacy role and some were promoted into supervisory roles

Type of Navigator: Promotores du salud (community members who act as healthcare navigators) in a community health centres

Population: Hispanics with diabetes or at risk for diabetes

Bradford et al., 2007

Portland, Seattle, Boston, Washington, US

Name: HIV Systems Navigation

To increase engagement and retention in HIV primary medical care for individuals previously unconnected or tenuously connected to care

PO - improvements in general health and wellness, Increased access to care

Type of Navigator: Non-clinical staff with Bachelor’s degree in social science or healthcare

Population: HIV-infected individuals with co-occurring mental and substance abuse disorders

Studies of Nurse Navigators (n = 10)

Wolff et al. 2009; Boult et al. 2010; Foret Giddens et al. 2009; Boyd et al. 2007

Three mid-Atlantic health regions, US

Name: Guided Care Model

To improve the quality of life, quality of care, and efficiency of resource use for medically complex older adults To support caregivers of older adults with complex health-related needs; to improve patients’ health and the well-being of their families and friends

PO- Improved self-efficacy, self-management or empowerment, increased access to care, improvements in caregiver depression and strain

PNO - satisfaction with navigation programs, increased trust, increased communication between primary care providers and community services, and among providers

Type of Navigator: Guided Care Nurses (registered nurses) and interdisciplinary primary care team

Population: Medically complex older adults and caregivers of older adults

Maeng et al. 2013

Rural central Pennsylvania, US

Name: Proven Health Navigator (PHN)

To provide chronic care and patient-centred primary care services in rural communities

PO- Increased access to care

HSO- Reduction in emergency room and/or hospital use

Type of Navigator: Nurse case managers

Population: Adults with severe or multiple chronic conditions requiring case management

Kramer et al. 2012

Large Mid-western city, US

Name: Safe Mom, Safe Baby (SMSB)

To provide interdisciplinary case management to support pregnant women experiencing Intimate Partner Violence (IPV)

PO - improvements in general health and wellness

Type of Navigator: Registered nurse and domestic violence advocate

Population: Marginalized women who self-disclose Intimate Partner Violence (IPV) who are pregnant or recently pregnant

Burton et al., 2010

US

Name: Patient-centered chronic care management

To educate as a support to patients and their families, and facilitate access to community resources

PO- Improved self-efficacy, self-management and empowerment

Type of Navigator: Nurse case managers

Population: Patients with primary immunodeficiency disease (PIDD)

Williams et al., 2010

UK

Name: Community Matrons

To improve patient self-management and education, and enhance co-ordination between primary and social care.

PO - improvements in general health and wellness, access, patient advocacy, and psychosocial support.

Type of Navigator: Advanced Practice Nurse

Population: people living with long-term conditions in the community

McCann & Clark, 2005

UK

Name: Community mental health nurses

To promote wellness and caring

Outcomes not measured

Type of Navigator: Community mental health nurses (registered nurses)

Population: Young adults with early episode of schizophrenia

Pfeffer et al., 1995

San Diego, US

Name: Special Infectious Disease (SPID) Case Management Model

A framework to provide cost-effective, accessible, continuous, quality health care.

PO - Increased access to care

Type of Navigator: Advanced Practice (Nurse practitioners)

Population: Veterans with HIV-related illnesses and AIDS

Studies of Social Work Navigators (n = 1)

Ferrante et al., 2010

US

Name: Patient Navigator pilot

To help patients use the health care system efficiently in primary care practices

PO - Increased access to care

Type of Navigator: Social worker

Population: Elderly patients (mostly female)

Studies of Student Navigators (n = 1)

Bishop et al. 2009

Charlottesville, US

Name: Charlottesville Health Access (CHA)

To provide access to health and social services and connect homeless adults to permanent primary care services

None reported

Type of Navigator: Medical and nursing students trained in navigation

Population: Homeless adults

Studies of Navigation Delivered by Teams of Health Professionals and Lay Persons (n = 6)

Tejeda et al. 2013

Chicago, US

Name: Chicago Patient Navigation Research Program (PNRP)

To identify and remove barriers faced by African-American and Latina women receiving cancer diagnoses and treatment

PO - Increased access to care

Type of Navigator: Lay navigators and clinical social workers

Population: African-American and Latina women with breast or cervical cancer diagnoses without prior treatment

Mullins et al., 2012

Baltimore, US

Name: Community Partnership Program

To foster community collaboration and raise awareness of the need to improve health in the community and to identify and connect patients to existing resources and services

PO increased patient satisfaction, increased access to care

PNO - satisfaction with navigation programs, increased communication between primary care providers and community services

Type of Navigator: Health care professionals, community health workers, faith-based ministries and community leaders

Population: African American and Hispanic communities

Bohman et al., 2011

Houston, US

Name: The Texas Demonstration to Maintain Independence and Employment

To coordinate a set of health benefits and employment supports to help low-income, working adults maintain their employment and remain independent of publicly funded disability assistance

PO- improvements in general health and wellness, increased patient satisfaction, increased access to care, no differences in employment, hours worked or earnings

Type of Navigator: Nurses, social worker and vocational specialists

Population: Uninsured working adults with chronic mental, behavioral and physical health conditions

Hendren et al. 2011

Rochester, US

Name: Patient Navigation Research Program (PNRP)

To understand health disparities related to barriers to care for newly-diagnosed cancer patients

None reported

Type of Navigator: Community health workers (CHW) and hospital and primary care teams

Population: Newly diagnosed breast and colorectal cancer patients

Palinkis et al., 2011

California, US

Name: Multi-faceted Depression and Diabetes Program (MDDP)

To prevent depression relapse through chronic illness management interventions including problem solving treatment and patient/family education

None reported

Type of Navigator: Patient navigator, social worker, psychiatric consultant

Population: Hispanic diabetic patients with depression

Tataw et al. 2011

Los Angeles, US

Name: South Central Los Angeles Health Care Alliance (SCHCA)

To provide case management support aimed at empowering families to navigate the health care system

PO- Improved self-efficacy, self-management or empowerment, increased patient satisfaction, increased access to care

Type of Navigator: Community health workers (CHW) and pediatric primary care teams

Population: Low-income urban children and families without a regular source of healthcare

Studies of Navigation Delivered by Teams of Health Professionals (n = 3)

Anderson et al. 2009; Anderson et al. 2009

Western Canada

Name: Sooke Navigator Project

To provide a community-based intervention to support access to mental health and social support services

PNO - increased communication between primary care providers and community services, increased trust

Type of Navigator: Two navigators with training in social work and psychiatric rehabilitation

Population: Adults with mental health and addictions

Halkitis et al. 2010

New York City, US

Name: AIDS Service Organizations (ASO)

To raise the level of health, mental health, and quality of life for HIV-positive women

None reported

Type of Navigator: Case manager and interdisciplinary team of physicians, nurses, mental health professionals, social workers, and community representatives

Population: Black and Latina HIV-positive women

  1. aPO Patient outcomes, PNO Provider or navigator outcomes, HSO Health system outcomes