MODULE4: 

Resources
THEBASICSOFPATIENTNAVIGATION

Lesson4:IdentifyingResources

LearningObjectives
x Createalistofpatientresources,whicharebothinternalandexternal
x Evaluateresourcesforappropriatenessforpatient
x Acquireresourcesforpatientasappropriate
x Indicatesituationsinwhichclinicalreferralisrequired
KeyTakeaways
x Assetmappinghelpsyouidentifyresourcesthatcanbehelpfultoyourpatients.These
mightincludeindividuals,suchasfriends,familiesorotherindividualsinapatients
supportnetwork.
x Aresourcedirectorycanhelpyouorganizeinformationaboutresourcesand
systematicallycapturethesameinformationabouteach.
x Itsimportanttomakesurearesourceisagoodfitforthepatient.
x Itsalsoimportanttoassessthecredibilityorresources.
x HealthontheNetFoundation,orHON,isaninternationalorganizationthatpromotes
andguidesuserstowebsitesthatprovidereliableandusefulinformation.Websiteswith
anHONlogoassurethepatientnavigatorthatthewebsiteiscredible,current,contains
pertinentinformationandstatesprivacyandfinancialdisclosures.
x Trytopreparebeforecontactingorganizations,andmakesureyoumaintain
professionalrelationshipswiththem.
x Becauseresourcesarelimitedandmanypatientsneedhelp,patientnavigatorsneedto
begoodstewardsofresources.Thismeansthatyoumustprioritizeresourcesforthe
neediestpatients.
x Alwaysrefertoaclinicianforemergencies,medicaladviceorconsultationand
counseling.
 

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LESSON N4:IDENTIFYYINGRESOUURCES

AssetM
Mapping
Sample eResourceDDirectory
TipsforrMakingYouurResourceDirectory
EvaluattingResourcces
Callingorganizationns
TipsforrStewardinggResources
ResourcesforPatieentNavigato
ors
ResourcesforPatieents

AssetMa
apping

Manyoftheresource
espatientsn
needwillfallinthesegeeneralcontentareas:

Treaatment Psychosoccial
Physicallissues Practicali ssues Seervicereferrrals
options issues

Anassetisausefulo
orvaluableth
hing,personn,orquality.Assetmapp
pinghelpsyo
ouidentify
resourcesthatcanbehelpfultoyourpatientts.Assetscaanbe:
Aperson
A
Acommunity
A yorganizatio
onorinstituttion
Aphysicalstr
A ructureorplace
Aservice
A

Assetscaanbe:

Sttate,regionaalor
In
ndividual Network Loccalcommunity
national

Patientstrengths Emottionalsupporrt Canncer Go overnment

andassets Practticalsupport orgaanizations aggencies
Knowwledgeand Sch ools,librariess, No onprofit
experrtise religgious orgganizations
orgaanizations

Source:P
PNTC.

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SampleResourceDirectory

Thissampleresourcedirectoryisalsoavailablefordownloadandmodification.

OrganizationProfile
Date
ContactInformation
OrganizationName ContactName ContactTitle

AddressCity,State,Zip
Email Phone1 Phone2

ResourceInformation
TypeofOrganization
AgencyBusinessCommunitybasedorganizationInformalneighborhood
organizationReligious/spiritualorganizationSchoolOther:



Servicesprovidedfor Typeofpatientsserved: Eligibilityrequirements:
patientstypically
servedbynavigator
withspecific
conditions?

YesNo

Applicationprocess Timeforapplicationtobe Limitationonservices:
Applied/Pending reviewedandapproved:
Needtoapply
Applied/Approved
ProgramName:


Fees Bilingual Comments
Feeforservice: Bilingualstaffavailableand
$_______________ someonewhoanswersthe
 phonein_________________
NoFeeforservice language

Source:AdaptedfromDrisko.n.d.

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TipsforMakingYourResourceDirectory

Belowaresometipsformakingyourownresourcedirectory:

Identifypersonal,networkandcommunityassets

Interviewindividualsfromformalandinformalorganizations

LookforresourcesatLocal,StateandNationallevels

Includeresourcestomeetbasicneedsinadditiontodiseasespecificresources

Completetheresourcedirectoryform(s)

Compileinanotebookorenterindatabaseanduseexistingresourcedirectories




Source:PNTC. 

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Evaluatin
ngResource
es

Thereare
eseveralcritteriayoucanusetoasse
essresourcees:
Whospon nsorsthesitee?Canyoueaasilyidentifytthesitesponssor?
Whatisth
hemissionoffthesponsoringorganizattion?
Sponsorship
Whatbiassmaytheorgganizationbriingtotheinfo ormationpro ovidedontheir
site?

Howuptodateisthe site?
Currrency TheWebssiteshouldbeeconsistentlyyavailable,wwiththedateo
ofthelatest
revisionclearlypostedd.Thisusuallyyappearsatthebottomoffthepage.

Informationshouldbeefactual.Youshouldbeab bletoverifyth
hefactsfroma
nformationsoourcesuchassprofessionalliteratureorrother
primaryin
websites.
Information
Informationrepresenttedasanopin nionshouldb beclearlystattedandthe
sourceshouldbeidenttifiedasaquaalifiedprofesssionalororgaanization.
Informationshouldsu pport,notreeplace,thedo octorpatientrelationship.

Thewebssiteshouldcleearlystatewh
hethertheinfformationisiintendedfor
theconsuumerortheh ealthprofesssional.
Audiience
Thedesiggnofthesite shouldmakeselectionofoneareaoveertheother
cleartoth
heuser.

Thewebssiteshouldre specttheprivvacyandconfidentialityoffpersonaldata
Privacy
submitted
dtothesite.

FinancialDisclo
osure Thewebssiteshouldfu llydisclosefu
undingsourcees.


esthathavetheHONCo
Resource odelogohavvebeendeem
medreliableebytheHealthontheN
Net
Foundatiion,orHON..

 

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Onceyouknowaresourceiscredible,youneedtoassesswhetheritisagoodfitforyour
patient.Youcanaskyourselfthefollowingquestions:

Doesyourpatientwant theresource?

Isyourpatienteligible toreceivetheresource?

Isyourpatientthetargetaudiencefortheresource?
Readinglevel,healthliteracy,culture,language,amountofinformation
desired

Canyourpatientfeasiblyaccesstheresource?




Sources:PNTC;HON.2015. 

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CallingO
Organizations

Onceyou uhaveidenttifiedsomeppotentialapp propriatesoourcesofasssistance,itisstimetostart

takingste
epstoaccesssthosereso
ourcesforyo ourpatient.Beforecontactinganorrganizationtto
accessaresourceforryourpatiennt,itisimpo
ortantthatyoouareprepaaredsothattyouappearr
professio
onalandhavvealltheinfo
ormationne eededtoavooidunnecesssaryaddition nalcallsorfo
ollow
up.

Whatasssistancedoessthepatientnneed?
Knowwwhatyouare Whatisthepatientstimeframe?
asskingfor Whatinfformationwillthepatient needto
know?

Whatdoyouknowaboutthe
Knowwho oyouare organization?
calling Whatinfo ormationwilltheorganization
wanttoknowaboutth hepatientor
situation??

Beperssistent!

Onceyou
uhaveprepaaredtoconttacttheorgaanizationyouucanusethefollowingsteps:

Introduceyourself

Conciselystatetheneed

Makesureyo
ouaretalkinggtotherightperson

Elaborateondetailsifnee
eded

Askkeyquestions


Source:P
PNTC.

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TipsforStewardingResources

Becauseresourcesarelimitedandmanypatientsneedhelp,patientnavigatorsneedtobegood
stewardsofresources.Thismeansthatyoumustprioritizeresourcesfortheneediestpatients.

Prioritize
resources
across
patients

Donot
Update
resources Stewardship overuse
resources

Ensure
patientsget
mostrelevant
andhelpful
resources

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ResourcesforPatientNavigators

x HealthOntheNetFoundation(HON)
HONpromotesandguidesthedeploymentofusefulandreliableonlinehealthinformation,and
itsappropriateandefficientuse.
x 211.org
Thiswebsiteincludesasearchablelistof211directoryservicesacrossthecountry.
x TheCommunityToolboxsIdentifyingCommunityAssetsandResources
Thissectionofthesiteincludesinformationonassetmappingaswellasfreetoolsto
helpyoucreateanassetmap.
x AgencyforHealthcareResearchandQualitysChooseMoreUnderstandableand
ActionableMaterials
AHRQsPatientEducationMaterialsAssessmentTool(PEMAT)andUsersGuide
providesasystematicmethodtoevaluateandcomparetheunderstandabilityand
actionabilityofpatienteducationmaterials.Byselectinghealthmaterialsthatscore
betteronthePEMAT,youcanbemoreconfidentthatpeopleofvaryinglevelsofhealth
literacywillbeabletoprocessandexplainkeymessages,andidentifywhattheycando
basedontheinformationpresented.


ResourcesforPatients

x NationalCoalitionforCancerSurvivorshipsCancerSurvivalToolbox
TheCancerSurvivalToolboxisafree,selflearningaudioprogramthatpeopledevelop
skillstobettermeetandunderstandthechallengesoftheirillness.Itincludessections
oncommunicating,findingInformation,makingdecisions,solvingproblems,negotiating
andstandingupforyourrights.
x TheJointCommissionsPatient101:HowtoFindReliableHealthInformation
Thisguidehelpspeoplefindreliable,trustedsourcesofhealthcareinformationonthe
internet.
x MedicineNet.comsTips:SearchingforCredibleHealthInformationontheInternet
Thiswebpageprovidestipsforpatientsonfindingcrediblehealthinformationonline.
 

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Module4,Lesson4:IdentifyingResources
References:Presentation
CancerSurvivalToolbox.n.d.WeighingtheProsandCons[Audiofile].Retrievedfrom:
http://www.canceradvocacy.org/resources/cancersurvivaltoolbox/basicskills/making
decisions/.
CommunityToolbox.Chapter3.AssessingCommunityNeedsandResources:Section8.
IdentifyingCommunityAssetsandResources.n.d.Retrievedfrom:http://ctb.ku.edu/en/table
ofcontents/assessment/assessingcommunityneedsandresources/identifycommunity
assets/main.
DriskoJ.ResourceDirectorytemplate.CommunityVoicesProgram.DenverHealth.
http://www.denverhealth.org/medicalservices/primarycare/ourservices/community
servicesandresources/communityvoicespatientnavigatiors.
GWCancerInstitute.ExecutiveTrainingonNavigationandSurvivorship.2014.Availableat:
http://tinyurl.com/GWOnlineAcademy
HealthontheNetFoundation.2013.Retrievedfrom:https://www.healthonnet.org/.
PatientNavigatorTrainingCollaborative.n.d.Retrievedfrom:
http://patientnavigatortraining.org/.
References:BriefQuiz
CommunityToolbox.Chapter3.AssessingCommunityNeedsandResources:Section8.
IdentifyingCommunityAssetsandResources.n.d.Retrievedfrom:http://ctb.ku.edu/en/table
ofcontents/assessment/assessingcommunityneedsandresources/identifycommunity
assets/main.
DepartmentofHealthandHumanServices.QuickGuidetoHealthLiteracy.n.d.Retrievedfrom:
http://www.health.gov/communication/literacy/quickguide/healthinfo.htm.
GWCancerInstitute.ExecutiveTrainingonNavigationandSurvivorship.2014.Availableat:
http://tinyurl.com/GWOnlineAcademy
DriskoJ.ResourceDirectorytemplate.CommunityVoicesProgram.DenverHealth.
http://www.denverhealth.org/medicalservices/primarycare/ourservices/community
servicesandresources/communityvoicespatientnavigatiors.
PatientNavigatorTrainingCollaborative.n.d.Retrievedfrom:
http://patientnavigatortraining.org/.
PrattChapmanM,WillisA,MasselinkL.Corecompetenciesforoncologypatientnavigators.
JournalofOncologyNavigationandSurvivorship.April2015.


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