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Description
Guide patients through the healthcare system by coordinating care, removing barriers, and connecting them with services and information to support timely, informed care decisions.
  • • Assess patient needs, risks, and barriers such as transportation, language, and finances.
  • • Educate patients and families about care plans, procedures, appointments, and policies in plain language.
  • • Coordinate appointments, referrals, diagnostic tests, and authorizations across providers.
  • • Facilitate communication between patients, families, clinical teams, insurers, and community agencies.
  • • Link patients to community resources, financial assistance, benefits, and social services.
  • • Assist with insurance navigation, prior authorizations, and sliding scale or charity care processes.
  • • Arrange interpretation, transportation, childcare, or other supports to enable access to care.
  • • Conduct outreach and follow-up to track progress, close care gaps, and support adherence.
  • • Document encounters, maintain navigation registries, and report outcomes and trends.
  • • Develop and share culturally appropriate education and navigation materials.
  • • Investigate and escalate patient concerns or barriers to ensure timely resolution.
  • • Identify system issues and recommend workflow or quality improvements.
  • • Maintain current knowledge of programs, eligibility rules, and community resources.
  • • Train staff or volunteers on navigation processes, patient rights, and patient-centered communication.
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Source
Tasks & skills: O*NET occupational data (work activities, skills, knowledge). Learn more
Sources & Standards: This site includes information from O*NET by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), used under the CC BY 4.0 license. Career Clutch has modified some of this information for student readability. USDOL/ETA has not approved, endorsed, or tested these modifications. O*NET® is a trademark of USDOL/ETA.
Last reviewed: Jan 2026
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