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Updated: Jun 16, 2026

Practical Methodology of Cognitive Tasks Within a Navigational Assessment
Published on: June 1, 2015
Patient navigation: development of a protocol for describing what navigators do
Victoria A Parker1, Jack A Clark, Jenniffer Leyson
1Department of Health Policy and Management, Boston University School of Public Health, 715 Albany St. T3W, Boston, MA 02118-2526, USA. vaparker@bu.edu
A new protocol systematically observes patient navigator activities. This tool categorizes navigator interactions and tasks, aiding research and program comparison.
Area of Science:
- Healthcare Delivery
- Health Services Research
- Patient Navigation
Background:
- Patient navigators play a crucial role in healthcare.
- Standardized methods are needed to observe and characterize their work.
- Existing literature and expert consensus informed the initial framework.
Purpose of the Study:
- To develop a structured protocol for observing patient navigators.
- To describe and characterize specific navigator activities and goals.
- To create a tool for consistent categorization of navigator actions.
Main Methods:
- Conducted 14 extended observations of navigators in three national trial programs.
- Used a conceptual model derived from literature and expert input.
- Coded fieldnotes using a priori and emergent themes to refine the model and develop the protocol.
Main Results:
- Developed a two-dimensional matrix to categorize navigator actions.
- One dimension captures interactions with individuals and entities.
- The other dimension characterizes patient support tasks performed by navigators.
Conclusions:
- The developed protocol enables systematic characterization of navigator activities.
- Facilitates consistent comparison of navigator roles within and across programs.
- Supports research in optimizing patient navigation services.
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