Initial Set Up - (Handout) New oncology Nurse Navigators will need to complete a one-time, initial set-up within Epic to have all the necessary workspaces, reports, and dashboards easily accessible.

Intake Visit - (Handout) Use the Nurse Navigator activity to streamline documentation for both new and existing navigation patients.

Oncology Navigator Scheduling - (Handout) When a referral to the Clinical Cancer Center is received, schedulers review the referral, request external records if needed, and send the referral to navigators for triage. If the referral is accepted as appropriate for navigators, the patient is scheduled to the appropriate Navigator Intake Visit. During the Intake Visit, Navigators verify the documentation and place and schedule orders with the appropriate oncology specialists and further navigator visits as needed.

Oncology Navigation Tasks - (Handout) Navigation Tasks help you assign and track critical tasks for navigation patients. Reports can be run to find future, current, and overdue tasks.

Oncology Nurse Navigator Dashboard - (Handout) This dashboard provides you with a convenient way to identify patients for navigation, as well as to track existing navigation patients, and follow up on incomplete tasks.

Patient Outreach Encounter - (Handout) The Patient Outreach encounter will be used for documentation by Oncology Nurse Navigators. Both the Nurse Navigator activity and the Navigation Tasks can be accessed from within this encounter.