Level 1 Level 2 Level 3 Level 4 Level 5. At least one physician champion referring to Navigation Program



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Definitions: Key Stakeholders: Those people that you feel are essential to making a program work. Include Administration, s, Staff, Physicians (both employed and private practice). Specialty areas include medical, surgical and radiation oncology, rehab, palliative care and hospice. Community Partnerships: Those entities that exists within and outside of your program that you need the support of or are a referral source for patient use and contribute to the support of the patient along the of their care. Acuity System: Ability to determine appropriate level of care/intervention based on patient need and disease process. Risk Factors: Variable associations with increase risk of complications with disease and treatment of cancer. Metrics/Reporting Measures: Measuring activities and performance Percentage of Patients Navigated: Cancer Patients inclusive of Analytic cases, new diagnosed primaries, reoccurrences, advanced diseases, metastatic of defined cancer site(s) within your program setting Continuum of navigation: functional areas includes: Outreach/Screening, Abnormal finding to Diagnosis, Treatment, Outpatient &/or Inpatient, Survivorship and end of life care. can occur along any of or all of these. One single person may do all of these, or you may have one person designated to cover one area of the. They may be disease specific navigators, or cover all diseases within that category. The sign of a level five site is that navigation is continuous across the cancer care. Disparity: Is any under-represented group that your program is able to focus on. Providing outreach and effort in this population is a hallmark of according to its original conception and should be continued as part of a navigation program. Tools for Reporting Statistics: Documents to help evaluate and measure a navigation program. MDC Involvement: Multidisciplinary team approach to care including physicians ( med onc, rad onc, and surgeon) and other healthcare providers to create plan of care for patient; patient may not always be present to be considered an MDC. *Key Stakeholders: Level 1 Level 2 Level 3 Level 4 Level 5 Administrative support At least one physician champion referring to Program Two physicians involved and referring to Program; one is not an oncologist. Most Specialty physicians support the Program. The Program receives referrals from employed and nonemployed MDs PCPs, or community partners.

*Community Partnerships Acuity system/patient *Risk Factor *Quality Improvement Measures Marketing of the program works with departments outside of cancer but within own facility No Risk Factor or Acuity system available None in place. Occurs by word of mouth Plus, works with at least one national group such as NCI, ACS, LLS, Wellness Community, Susan G Komen for the Cure, or LIVEstrong Some patients assessed but no formal tool is used. Acuity based on dependence of pt vs. actual patient risk factors. Brainstorming and discussion regarding metrics and reporting within the multidisciplinary team or cancer committee. Includes level 1 as well as some basic written Plus supports state cancer control goals & objectives. Use of a formal tool which may be disease specific. One Quality Improvement (QI) initiative in place measured and reported to all stakeholders on hardcopy file annually. Plus, participation at health fairs, cancer screening Plus connects with other local community partners such as churches, community centers, other community organizations Utilizing formal assessment tool has a well defined referral process for identified issues. QI initiatives developed in collaboration with Patient Feedback and/or Patient Satisfaction Surveys reported to Administration. Plus, effort made to promote Includes a formal connection to National/State/Local organizations as an active committee or board member Provides periodic reevaluation as a proactive approach to intervene or prevent issues and ensure quality of care during specific treatment points. Multiple QI initiatives in place monitored to demonstrate program improvement and financial contribution and cost savings services of (ie compliance to POC). Plus, multiple sources of media used to support navigation

Percentage of patients offered navigation *Continuum of Support Services available and used by the Team *Tools for reporting navigator statistics 0-20% of defined tumor site One functional area within the cancer navigation No Resources available No reports or tools. Paper record (Pt Chart) narrative of services provided material i.e. Pamphlet events as a means of marketing cancer program navigation in some media form 21-40% 41-60% 61-80% >80% Two functional areas navigated within the Hospital resources (SW and/or case manager) are available to assist with cases Basic Home grown access file/word, excel Basic info tracked, i.e. Three functional areas navigated within the Outpatient Social Services available within Cancer Program High level home grown access database created. by hospital IT dept. Collects stats and support services Four functional areas navigated within the Level three plus a minimum of two additional out patient oncology specific services available Formal hospital system EMR database utilized to collect support (video, print, audio, web, etc) across all functional levels of the. All services available or can be accessed within the community or organization Dietitian, Social Work, psychologist, Clinical Trials, Speech Therapy Physical/Occupational/ Pastoral Care, Oncology Rehab, Financial Counselor s, Palliative Care, Volunteer Dept., genetic counselor, survivorship. Reporting of all support services provided to the patient via EMR specific for including

Financial assessment *Focus on Disparities Responsibilities Patient Identification process for patient and their family No Financial assessment performed None defined is unaligned with any physician and responsible only for support of the Patient No formal patient identification. Path reports, daily schedule, radiology reports used to identify patients. number of pts, disease site, supportive services provided Financial assessment and assistance only available in the in-patient setting. Underserved population Defined Plus, coordinates care between multiple disciplines with in the cancer program N/A provided for pt/family. Plus, financial assessment and assistance available for out-patients within Cancer Program At least one culturally sensitive activity devoted to reaching underserved population provided annually Plus, participation in Support Groups, Family/Patient center programs, Patients self refer or are referred by Oncology Provider services and stats. Not a database specific for. Plus, proactive Financial assessment completed for all oncology patients Patient service mechanism defined to integrate underserved patients into the program Plus, maintains an Active role in disease specific MDC/Tumor Conferences N/A outcome information. Document all support services. Plus, data collection completed on types of services provided and number of patients assisted on a regular basis. Cultural sensitivity assessment completed on cancer center staff with cultural objectives created on at least an annual basis Plus, is an integral part of Quality Improvement, audits, and strategic planning Primary Care Provider and/or specialist (GI, Pulmonary, Interventional Radiology) refers at the time of abnormal finding

Training Engagement with Clinical Trials *Multi-disciplinary Care/Conference Involvement Date No formal training in place shares basic understanding of clinical trials in cancer Basic Commission On Cancer requirements met. Including discussion of NCCN guidelines or other National Oncology Standards Initial Assessment Core Competencies of defined has greater depth understanding of Clinical trials, has completed specific training (NCI, ONS, etc) attends tumor conference but doesn t participate, documents physician discussion of plan of care in narrative note but not formal part of patient record Short term goal Local/in-house training curriculum developed specific to navigator core competency and development of role shares information regarding the availability of clinical trials in their community cancer center with patients assists with Case finding for MDC presentations. No treatment plan documented, Dictation completed by MD re; plan of care. Reassessment Mid term goal Local/in-house training program completed by all navigators - - Or are certified in Oncology in their respective disciplines engages with research team in providing general referrals provides formal review of discussion of MDC with patient after case presentation. Reassessment s formally trained by nationally recognized training program and certified. engages with research team, assists with specific trial referrals for underserved populations Patient informed of presentation at MDC with full formal report on treatment planned discussion shard with patient referring MD and primary care, formal audits completed. Long term goal Reassessment

Key Stakeholders Community Partnerships Acuity system Quality Improvement Marketing Percentage of patients offered Continuum Support Services Tools for reporting Finance Disparities Responsibilities Patient Identification Training Clinical Trials MDC Involvement