Oncology Patient Navigation: Past, Present and Future

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Oncology Patient Navigation: Past, Present and Future Kathleen Gamblin, RN, BSN, OCN Coordinator, Oncology Patient Navigation Northside Hospital Cancer Institute Atlanta, Georgia

Objectives Summarize history and development of patient navigation over past fifteen years Compare two types of patient navigation and their benefits and barriers Discuss current trends and progress in patient navigation 2

Oncology Patient Navigation: The Past What is Navigation? Navigation is whatever the institution, physicians, patients and community need it to be. 3

Patient Navigation: The Past

Oncology Patient Navigation: The Past Dr. Harold Freeman s Contributions Surgeon in Harlem (1967) President of American Cancer Society (1988-1989) Hearings On Cancer in the Poor Poor people endure greater pain and suffering from cancer other Americans. Poor people and their families must make extraordinary personal sacrifices to obtain and pay for care. Poor people face substantial obstacles in obtaining and using health insurance and often do not seek care if they cannot pay for it. Current cancer education programs are culturally insensitive and irrelevant to many poor people. Fatalism about cancer is prevalent among the poor and prevents them from seeking care. Established first navigation program in Harlem "I was really raring to go out and do what I could," he recalls, "but this was somewhat of a shock to me -- having been trained to do all this cancer work, and then I'm facing late-stage cancer that is too late for me to be effective technically. -Harold Freeman 5

Oncology Patient Navigation: The Past First Patient Navigation Program Began in 1990 Members of Community Non-Clinical Background Results of First Navigation Program Increase from 6% to 41% of patients diagnosed as Stage I Decrease in patients diagnosed at Stage 3 and 4 from 49% to 21% Increase in survival rate from 39% to 70% These results directly attributed to patient navigation intervention and free/low cost breast. 6

Oncology Patient Navigation: The Past Directly From Work in Harlem Patient Navigator and Chronic Disease Prevention Act (HR 1812) Passed by Congress and Signed Into Law by President Bush in 2005 More than 20 Patient Navigation Demonstration Sites Funded by Four Different Government Agencies Basis For Private Foundations Wishing to Develop Navigation Program (American Cancer Society, Avon Foundation for Women, Susan G. Komen for the Cure) 7

Oncology Patient Navigation: The Past How Has Navigation Been Defined? Who Defined Early Definitions National Coalition of Oncology Nurse Navigators Oncology Nursing Society/Oncology Social Work Joint Definition 8

Two Types of Navigation Professional Navigation Oncology Nurse Navigators Oncology Social Workers Lay Navigation Non-Clinical with Specialized Training Medical Personnel Former Patients Volunteers Community Health Advocates 10

11

12

Original Command Our Story Go Forth and Prosper and BTW.. 13

Our Priorities Program Development Assessment of Institution and Program Definition of Our Program Process of Navigation Documentation/IT System Metrics Evaluation Expansion Lessons Learned 14

Navigation Assessment Tool Assessment Categories Key Stakeholders Community Partnerships Acuity System Risk Factors Metrics/Reporting Measures Continuum of navigation Disparity Tools for Reporting Navigator Statistics MDC Involvement 15

Northside Hospital Cancer Institute Defines Navigation as: A Proactive, Intentional Process of Collaborating with a Person and His or Her Family to Provide Guidance as They Negotiate Treatments, Services and Potential Barriers Throughout the Cancer Continuum. 16

Process of Navigation 17

Documentation Considerations Documentation Essential Charting in Outpatient vs. Inpatient Setting Legal Issues IT Systems Considerations Commercial Off the Shelf Systems vs. Custom vs. Homegrown Questions to Consider 18

Metrics What Is Important to Your Institution Patient Satisfaction Return on Investment Examples Diagnosis to Treatment Time Patients Call < 3 Days of Diagnosis # of Patients Navigated Referral to Resources Downstream Revenue Distress Screening # s Phone Calls after Treatment (C1D1) Volume 117, Issue Supplement 15, pages 3563 3572, 1 August 2011 19

Each Organization Needs to Define What Patient Navigation Is Not Harold Freeman If It Is Everything, Then It is Nothing Harold Freeman 20

Navigation Framework Bi-Dimensional Framework Continuity of Care Informational Management Relational Patient Empowerment Active Coping Cancer Self-Management Supportive Care 21

Person Centered Care Patients Unique Living Beings Listened To Informed Respected Involved in Own Care Wishes Honored Patients Have Right To Make Their Own Decisions What is Most Important To You? 22

Supportive Care Framework 23

Oncology Patient Navigation Physical Informational Emotional Psychological Social Spiritual Practical 24

Job Description Development Core Competences Nursing National Coalition of Oncology Nurse Navigators (NCONN) Available Through Oncology Nurse Advisor for Purchase Oncology Nursing Society (ONS)» https://www.ons.org/sites/default/files/onncompetenci es_rev.pdf Lay Navigation George Washington University Cancer Institute» https://smhs/gwu/gwci/education 25

Oncology Nurse Navigator Monitoring Patients and Their Progress Throughout Their Journey Facilitating Communication and Between Patients and Members of Team Assessing for Barriers to Care and Facilitating Referrals to Resources Providing Clinical Education on Diagnosis, Treatments and Side Effects Offering Emotional Support and Referral to Counseling Services and Support Services Cancer Care Liaison Identifying Primary Concerns of the Patient and Their Loved Ones Assisting with Referrals to Appropriate Resources Within Northside Hospital and the Community Identifying Services and Activities That Will Help Patients Achieve Great Quality of Life Assisting Oncology Nurse Navigator with Tracking Patients Throughout Their Journey 26

27

Orientation and Training Competencies First 3 months Next 9 months Year 2 Year 3+ Training Checklist 28

Expansion Large Health System Hospitals Practices 29

Staffing Oncology Nurse Navigator Supervisor Women s Health General Oncology Nurse Navigator Hospital Community Cancer Care Liaisons Hospital Community 30

What I Wish I Had Known The Nod of a Head Does Not Indicate Agreement Know Your Institution Well Find Your Champion Physician Administrative Staff Determine Institutions Abilities Strengths Weaknesses Consider Your Personnel What Need Do You Have? Who Is the Best Person to Fill It? 31

PRACTICAL RESOURCES https://accc-cancer.org/resources/patientnavigation-overview.asp www.advisory.com https://smhs.gwu.edu/gwci/survivorship/casnp https://www.ons.org 32

Oncology Patient Navigation: The Future

Oncology Patient Navigation: The Future American College of Surgeon s Commission on Cancer (CoC) Cancer Center Standards 2012 Standard 3.1 Patient Navigation Phase in by January 1, 2015 34

Oncology Patient Navigation: The Future Navigation Hindered by Unique Nature No Agreed Upon Definition Variety of People Performing Role Nurses Social Workers Chaplains Lay Personnel No Nationally Recognized Certifications National Consortium of Breast Centers Oncology Nursing Society Role Delineation Study Core Competencies Multiple Models Academic Institutions Community Health Systems Community Organizations 35

36 Us e of De fin Oncology Patient Navigation: The Future Where Do We Go From Here? Sustainability Commitment from Institutions Commitment of Grant Monies Commitment at Federal Level Billable Navigation Use of Defined Standards Common Metrics in Evaluation Standards

Contact Information Contact Kathleen Gamblin, RN, BSN, OCN at Kathleen.Gamblin@Northside.Com 404-300-2371 37

Resources Bowes, P. (2012). CPAC Cancer Journey - Guide to Implementing Navigation. Retrieved April 18, 2015, from http://www.partnershipagainstcancer.ca/wpcontent/uploads/2.4.0.1.4.7-guide_implementation_navigation.pdf Cancer Program Standards 2012. (n.d.). Retrieved February 10, 2015, from https://www.facs.org/quality-programs/cancer/coc/standards Fillion, L., Cook, S., Veillette, A., Aubin, M., Serres, M., Rainville, F.,... Doll, R. (2012). Professional Navigation Framework: Elaboration and Validation in a Canadian Context. Oncology Nursing Forum, E58-E69. Fitch, M. (2008). Supportive care framework. Canadian Oncology Nursing Journal, 18(1), 6-14. Freeman, Harold P., and Rian L. Rodriguez. "History and Principles of Patient Navigation." Cancer 117.S15 (2011): 3537-540. Web. 15 Jan. 2012. Providing Person-Centred Cancer Care. (2009, July 1). Retrieved January 15, 2015, from http://www.partnershipagainstcancer.ca/wpcontent/uploads/2.4.0.1.4.3.1-learning-kit_guide_july09.pdf The Affordable Care Act and Patient Navigation: Support for... (n.d.). Retrieved April 2, 2015, from http://smhs.gwu.edu/gwci/sites/gwci/files/patientnavigationfullreport.pdf 38