Health or Patient Advocate or Navigator Career

Among the many forms of patient advocacy is the ability to help patients make their way successfully through the healthcare system. These system experts may be known as health advocates, health navigators, patient advocates, or patient navigators.

There are many aspects to getting quality medical care. There is the medical care itself, such as diagnosis and treatment. There is the billing and payment aspect, which follows all medical care. And there is one aspect of good health care that is sometimes not recognized until it presents its challenges: navigating one’s way through the system.

Health and patient navigators are the experts who help patients experience the best of the healthcare system by helping them navigate it successfully.

(These roles are different from a health insurance navigator. Health insurance navigators help people find suitable health insurance through public health insurance exchanges created by the Affordable Care Act.)

A patient and a hospital staff member.
John Fedele / Getty Images

Capabilities and Responsibilities for a Patient Advocate

  • Developing lists of provider options and referral capabilities
  • Coordinating second (and third) opinions
  • Accompanying patients to doctors’ appointments
  • Hospital bedside monitoring with a focus on patient safety
  • Medication reviews and coordination to minimize conflicts and non-adherence
  • Researching diagnosis or treatment options
  • Facilitating communication among patients, caregivers, and doctors
  • Note-taking during appointments and hospital stays
  • Researching clinical trial possibilities
  • Translating medical records and doctors’ orders into plain language to make them more patient-friendly and easier to follow
  • Developing lists of questions for patients to ask their providers
  • Coordinating doctors’ appointments and lab visits
  • Coordinating with other professionals who help patients, such as social workers, nursing home or assisted living administrators, and others
  • Developing care plans, especially for people with multiple health challenges
  • Reviewing medical bills, then negotiating to lower those bills
  • Getting permission for treatment that insurance companies may, at first, reject

Who Hires a Health or Patient Navigator or Advocate?

  • Someone who has recently been diagnosed with a difficult disease or condition
  • A patient who needs help coordinating the recommendations of many doctors (for several medical problems)
  • A spouse who is called on to assist his or her loved one, but finds it difficult to set aside emotions to help make objective decisions
  • An older person who may be forgetful or get confused (or is afraid he or she will become forgetful or confused) by his or her providers and medical needs
  • Someone helping an older relative who needs assistance, especially when they are tasked with caregiving or being a proxy for a loved one who lives in another place
  • A parent who needs help coordinating care for his or her child, especially when the child has major or multiple health problems

Qualifications Needed

Not all patient navigators have a healthcare background, although many do. Some have assisted relatives or friends get through difficult medical circumstances. Others have learned to navigate the healthcare system on their own, for their own disease or condition, and want to help others do the same.

How Patient Advocates or Navigators Work

Most patient advocates are independent, working in private practice (their own businesses) for one or more patients at a time. They are hired by the patient or the patient’s caregiver.

They are paid directly for their services by the patient or a caregiver or sometimes by a trustee or third party but rarely (if ever) by a reimbursement model like insurance. They may charge by the hour or by the project for a finite set of responsibilities. They may have an office for meetings or they may work with patients at home. Each navigator handles his or her work differently.

Organizations and Trade Groups

1 Source
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  1. Patient Advocate Certification Board. Competencies and best practices required for a board certified patient advocate (BCPA).

By Trisha Torrey
 Trisha Torrey is a patient empowerment and advocacy consultant. She has written several books about patient advocacy and how to best navigate the healthcare system.