Nurse Navigator Role and Responsibilities

Introduction to the Nurse Navigator Role

(This session must be completed in order to unlock the remaining sessions)

Role Creation and Development 

  • History of the Nurse Navigator
  • Definition of Navigation and Types
  • Nurse Navigators throughout History

Learning Outcomes:

  1. Describe the history of nurse navigation and the different types and models used in health care

  2. List fundamental competencies necessary for a Heart Failure Nurse to perform Nurse Navigator role

Clinical Pearls

Nurse navigation dates back to the 1990’s when a program was launched to save lives from cancer by decreasing barriers to care

Common barriers experienced by patients include: lack of insurance, lack of information, lack of trust in the medical system



Activities Included:

Role Creation and Development


The Heart Failure Nurse Navigator

Learning Outcomes:

  1. Identify professional organizations that can serve as resources to the HFNN

  2. Discuss educational opportunities that are available to the HFNN


Clinical Pearls:

Nurse Navigators competencies outline the knowledge, skills, and expertise to effectively assist patients navigate the healthcare system

Assessing health and financial literacy and work with the patient within those limits is key to successfully coordinate care within the health system

Effective communication includes active listening, verbal and written skills

Educating and reinforcing prior education on understanding diagnosis, recognizing potential symptoms, and self-care strategies should be included in patient education tools

Nurse navigators should develop and/or participate in quality improvement projects as part of their professional role

From novice to expert, nurse navigators should continue to advance in their utilization of HF core competencies

Professional organizations that serve as resources to the HF nurse navigation include AAHFN, HFSA, ACC, PCNA, AHA, HRS


Activities Included:

Current Needs in the Field of Heart Failure

Introduction Quiz

Evaluation for CE Credit


Community Outreach: Addressing Social Determinants of Health

Community Outreach: Addressing Social Determinants of Health

Modules in this Lesson:

  • Care of the HF patient in a Community Setting
    • Speakers:
      • Kathleen Chestnut, BSN, BA, RN-BC
      • Pam Kirlin, BSN, RN, CHFN, CHC
      • Miranda Frost, MSN, RN, WCC
  • Health Literacy and the Inpatient Nurse: Defining Core Competencies at an Academic Medical Center  
    • Speaker:
      • Denise Sanchez DNP

Learning Objectives:

  1. Verbalize the role of home care nursing in the management of Heart Failure patients in the community

  2. Describe what social determinants of health are and how they impact heart failure patients

  3. Identify strategies for success in the management of HF in the community

Clinical Pearls:

Community Health Nurses use a Holistic approach to help Heart failure patients. Their team may include HF RN, OT, PT, SW, SLP, Diabetes RNs, Dietitians, Telehealth, Hospitalization Preventative Calls

Social Determinants of Health include health literacy, transitions of care, financial barriers, food insecurities, transportation, mobility, lack of caregiver support, socioeconomic issues

Health literacy may be influenced by: ability to read/write, understand/apply math, ability to use technology, vision/hearing, language, mental health, cognition, education level

The majority of nurses underestimate the rates of low health literacy in the general public, as they make their assessment based on interactions rather than objective screening tools

Low Socioeconomic status (SES) patients are more likely to have a hospital readmission than those patients with higher SES

As patients become more fragile, demands to meet their needs increase - Caregiver burden & burnout in caring for chronically ill individual: Multiple MD appts, Hospitalizations/ER visits, financial difficulties, medication management

Strategies for success: Increased focus on patients in lower SES areas, focus on symptom management, dietary education/utilization of food bank, med management, remote monitoring, interprofessional home visits, community based palliative care NP


Activities Included:

Health Literacy and the Inpatient Nurse: Defining Core Competencies at an Academic Medical Center

Care of the Heart Failure Patient in a Community Setting

Post-Test: Community Outreach: Addressing Social Determinants of Health

Evaluation for CE Credit


Transitional Care: Nurse Navigator Coordinating Care throughout the Continuum

Transitional Care: Nurse Navigator Coordinating Care throughout the Continuum

Modules in this Lesson:

  • A MultiD approach to reducing HF admissions at the VA
    • Speaker:
      • Karen Tarolli MSN
  • Health System & Post-Acute Home Health Collab promotes successful transitions to the Home
    • Speaker
      • Dave Davis
  • Reducing Hospital Readmissions Visiting Nurse Agency
    • Speaker:
      • Claudine Hagan DP

Learning Outcomes:

  1. Identify the importance of role the nurse navigator has in the transition of care for a heart failure patient

  2. Describe the key components for heart failure patient education that can help reduce readmission

  3. Outline ways the nurse navigator role can impact the care of the heart failure patient

Clinical Pearls:
  • Outpatient follow up for the heart failure patient should be made prior to hospital discharge and should include a follow up phone call within 3 days of discharge

  • Patients with primary and secondary diagnosis of heart failure should be considered for home care programs that contain evidence-based heart failure care

  • The nurse navigator is a key team member who helps coordinate the heart failure patient’s transition of care with clear communication being an essential skill

  • Outpatient care for the heart failure patient should include weight management as well as medication assessment and reconciliation


Activities Included:

A MultiD Approach to Reducing HF Admissions at the VA

Health System & Post-Acute Home Health Collab Promotes Successful Transitions to the Home

Reducing Hospital Readmissions Visiting Nurse Agency

Post-Test: Transitional Care: Nurse Navigator Coordinating Care throughout the Continuum

Evaluation for CE Credit


Patient Advocacy & Psychosocial Support

Patient Advocacy & Psychosocial Support

Modules in this Lesson:

  • HRqOL Assessment tools in HF Review
    • Speaker:
      • Morgan Lewis BSN
  • Critical Conversations: Shared Decision Making
    • Speaker:
      • Colleen K. Mcllvennan (FIRST TALK ONLY)
  • Difficult Conversations across the Continuum
    • Speaker:
      • Emily Benton PhD (SECOND TALK ONLY 21:32)
  • Motivating Patients: A How to Guide
    • Speaker:
      • Samueul Sears PhD
  • Referrals to Psychosocial/Support Services/how to create a support group
    • Speaker:
      • Karen Weingart 

Learning Outcomes:

  1. Understand the use of health-related quality of life (HRQoL) assessment tools in clinical practice and research

  2. Verbalize how decision aid tools may be incorporated in the disease trajectory

  3. Evaluate patient reasons for non-adherence and utilize techniques to promote patient motivation for self-care

Clinical Pearls:

The 2 most commonly HRQoL assessment tools used in Heart Failure include the Kansas City Cardiomyopathy Questionnaire (KCCQ) and Minnesota Living with Heart Failure Questionnaire

Difficult discussions should occur early and often throughout the trajectory of a HF patient particularly when considering procedures (PPM/ICD/Ablations), medication changes (intolerance/cost), need for additional therapies (iHD) or adv therapies (LVAD/Transplant), symptom burden, caregiver needs (ability to drive), and/or quality of life.

Shared decision making involves clinicians working with patients to ensure that patient’s values, goals, and preferences guide informed decisions that are right for each individual patient

Decision aids should use plain language, avoid bias, and provide balanced information on risks and benefits. They should be used to complement rather than replace conversations with the healthcare team

Steps to motivate patients include developing shared goals and negotiating to make changes in small steps, while praising their achievements.

Support groups offer an opportunity for people to talk about personal experiences and feelings, and fills a gap between medical treatment and the need for emotional support



Activities Included:

HRqOL Assessment tools in HF Review

Critical Conversations: Shared Decision Making

Difficult Conversations across the Continuum

Motivating Patients: A How to Guide

Referrals to Psychosocial/Support Services/how to create a support group

Post-Test: Patient Advocacy & Psychosocial Support

Evaluation


Operations Management/Organizational Development

Operations Management/Organizational Development

Modules in this Lesson:

  • Basics of Healthcare Reimbursement and Nurse Navigator Role Documentation & Justification
    • Speaker: 
      • Leanne Schaller
  • Organizational Infrastructure of Outpatient Clinics and  Program Building & Staff Retention
    • Speaker:
      • Megan Mooney MSN

Learning Outcomes:

  1. List 3 components of heart failure disease management

  2. State 3 types of professional roles in a multidisciplinary outpatient heart failure clinic

  3. Identify one CMS requirement to bill for transition of care services and/or one requirement for billing chronic care management

  4. Apply the documentation and reporting information to justify a nurse navigator program/position or staff expansion


Clinical Pearls:

  • Escalating health care costs due to heart failure and other chronic conditions coupled with the patient’s financial and emotional burden for managing their chronic condition are driving the need for nurse navigation

  • A nurse navigator ensures the patient’s health and social needs are communicated and addressed across all provider and care settings

  • Transition of Care and Chronic Care Management services are the cornerstone of nurse navigation leading to improved care outcomes and revenue for hospitals/practice groups

  • Prepare to implement/expand nurse navigation services by planning for fixed/indirect/personnel costs and utilize quality/care metrics to justify the investment

  • Outpatient heart failure clinics play a vital role in improving the health and quality of life of patients with heart failure

  • HFCs may utilize an interdisciplinary structure to deliver comprehensive care to the patients and their caregivers

  • Disease management is a main component of comprehensive care and includes education and counseling, promotion of self-care, optimization of medical therapy, and assistance with social or financial barriers to health

  • Continuing education and continuous quality improvement ensure the highest levels of knowledge and skill in providing competent heart failure care


Activities Included:

Basic of Healthcare Reimbursement & Nurse Navigator Role Documentation & Justification

Organizational Infrastructure of Outpatient Clinics & Program Building & Staff Retention

Post-Test: Operations Management/Organizational Development

Evaluation for CE Credit


Research, Quality and Performance Improvement

Research, Quality and Performance Improvement

Modules in this Lesson:

  • Basic Research Principles, Nurses Role in Clinical Trials, Data Management and Informatics
    • Speaker:
      • Kelley Anderson
  • Research at the Bedside: How to Evaluate a Research Article
    • Speaker:
      • Marilyn Prasun PhD
  • Putting the Fundamentals of Research into Practice
    • Speaker:
      • Nancy Albert

Learning Outcomes:

  1. Describe the nurse navigator’s role in research endeavors

  2. Distinguish nursing research from evidence-based practice and quality improvement

  3. Determine how to apply research findings into practice, utilizing principles of evidence-based practice

Clinical Pearls:

First step on a quality improvement project is to identify a problem or an opportunity for improvement

Select an improvement Framework i.e. Plan, Do, Study, Act

PLAN: Review literature for standards on care, recommended guidelines for disease management, strategies implemented in other areas that could be translated into the QI project and metrics that could be used to evaluate project’s success

DO: Create a team of experts that could collaborate in the project and develop a strategy to address the identified problem. Then, implement the intervention at small scale

STUDY: Observe and Measure success of the intervention. Determine what worked and what did not. Address issues that may be hindering success

ACT: Re-implement strategy with changes based on what was learned in prior stage. Disseminate knowledge or expand scope of the intervention if successful


Activities Included:

Basic Research Principles, Nurses Role in Clinical Trials & Data Management and Informatics

Research at the Bedside: How to Evaluate a Research Article

Putting the Fundamentals of Research into Practice

Post-Test: Research Quality and Performance

Evaluation for CE Credit


Prevention & Risk Assessment of HF

Prevention & Risk Assessment of HF

Modules in this Lesson:

  • AF & Heart Failure
    • Speakers:
      • Angela Erskine MSN, RN, FNP-C

Learning Outcomes:

  1. State risk factors that can lead to Heart Failure.

  2. Discuss preventative measure that can help reduce risk of Heart Failure.

  3. Make correlations between Heart Failure and Atrial Fibrillation and discuss what treatment options are best for Heart Failure patients.

Clinical Pearls:

Lifestyle factors, Predisposing factors, socioeconomic factors and healthcare context all contribute to HF incidents.

Prevention of HF focuses on Stage A HF patients (HTN, Atherosclerosis, DM, obesity, metabolic syndrome, use of cardio toxic agents or family history of cardiomyopathy)

Tools can be used to predict risk for developing HF. (age, race, sex, prevalent CHD, DM, systolic BP, BP medication use, smoking and BMI)

We can prevent HF buy watching out for high-risk patients, meticulous BP management, encourage exercise and choosing the correct medications for diabetes

Diabetic Women have a significantly higher risk of developing HF.

Low health literacy is more prevalent among older adults, minority populations and low socioeconomic status

There are similar risk factors for Afib and Heart Failure including HTN, obesity, DM CAD, CKD, alcohol use and smoking.

Afib risk reduction includes weight loss, physical activity, HTN management, alcohol cession and sleep apnea management.

Tikosyn, Amiodarone and Sotolol are used for afib in patients with HFrEF. Flecainide and multaq are avoided.

Catheter ablations may be more effective in controlling afib than medications and help to prevent worsening HF.


Activities Included:

AF & Heart Failure

Post-Test: Prevention & Risk Assessment of HF

Evaluation for CE Credit


Heart Failure Fundamentals

Heart Failure Fundamentals

Modules in this Lesson:

  • How to Evaluate your New HF Patient
    • Speaker:
      • Michelle Gilbert MSN
  • My LVEF is normal… do I really have heart failure? Explaining the differences in HFrEF versus HFpEF
    • Speakers:
      • Susan P. D’Anna DNP, APRN-BC
      • Paula James DNP, RN, CCNS, CHFN

Learning Outcomes:

  1. State the definition of HF and HFpEF

  2. Demonstrate key clinical assessment skills when evaluating a heart failure patient

  3. Identify education strategies for HFpEF

Clinical Pearls:

Heart Failure is defined as having HF symptoms caused by a structural and/or functional cardiac abnormality, corroborated by objective evidence of cardio-pulmonary systemic congestion or elevated NT-proBNP levels

Patients need to be assessed for current signs and symptoms including adherence to prescribed treatment plans such as medications, nutrition, and fluid restrictions

Shortness of breath, orthopnea, paroxysmal nocturnal dyspnea, edema, chest pain, and abdominal discomfort including poor appetite are common symptoms of heart failure

The use of mnemonics can help to gain insight into a patient’s presentation such as PQRST (precipitating factors, quality, radiations, severity, and timing)

A rapid assessment of hemodynamic status includes evidence of congestion and/or low perfusion

An elevated Brain Natriuretic Peptide (BNP) correlates with excess intravascular volume and helps determine the cardiac cause of dyspnea

2D echocardiogram views the heart structure, and function, and assesses the flow of blood through the heart chambers and valves

HFpEF is present when LVEF is >/= 50%, signs of congestion, elevated proBNP AND other conditions are excluded (i.e. infiltrative, pericardial, valvular heart disease, etc)

HFpEF results from changes to the myocardial cells over time caused by the contribution of other conditions (increasing age, HTN, DM, AF, obesity, OSA, COPD)

HFpEF represents >50% of cases of overall HF and most HFpEF patients are women

Prevention is the KEY to reducing HF progression. Focus on strategies to reduce the risk for HF and control current co-morbid disease prevention

Education strategies should include disease-specific education, medication management, life style modifications, and potential implications of non-adherence

HFpEF management is focused on managing comorbidities such as HTN, DM2, CAD, AF, CKD, Obesity, Sleep Apnea

GDMT for HFpEF include SGLT2i, Loop diuretics, MRA, ARNI/ ARBs

Nonpharmacological Management includes weight loss, exercise, and pulmonary artery pressure monitoring

There are multiple specialists that will need to be included in the management of HFpEF including PCP, cardiologist, HF specialist


Activities Included:

How to Evaluate Your New HF Patient

My LVEF is normal… do I really have heart failure? Explaining the differences in HFrEF versus HFpEF

Post-test: Heart Failure Fundamentals

Evaluation for CE Credit


Palliative & End of Life Care

Palliative & End of Life Care

Modules in this Lesson:

  • Improving Outcomes in HF at the EOL
    • Speaker:
      • Janet Roman DNP
  • Improving Use of PC in pts with HF
    • Speaker:
      • Shelley Thompson DNP
  • Devices: Shared Decision-Making from Implanting to End of Life
    • David P. Dobesh MD
  • Difficult Conversations across the Continuum
    • Speaker:
      • Shelley Thompson DNP (First Talk Only)

Learning Outcomes:

1. Identify HF signs and symptoms present during the EOL
2. Utilize assessment tools for symptom management during
EOL
3. Describe the use of technology such as mobile apps to
implement PC in heart failure patients

Clinical Pearls:

Diuretic resistance, HF medication intolerance and repeated hospitalizations may be indicative of end-stage heart failure

PC reduce symptom burden and improves HRQoL & decreases the cost of healthcare

Dyspnea, Fatigue and hypotension are the most common HF s/s at the EOL

GDMT may need to be deprescribed at the EOL to reduce HF symptoms

Early interventions at home reduces hospitalizations - Mobile applications provide PC education including emergency contacts, power of attorney, and symptoms that may be managed by PC services

Turning off ICD based on patient’s or families at the EOL is not illegal and is NOT considered physician assisted suicide

Timing of Device Therapy Discussion – make ICD therapy suspension part of the GOC discussion when hospice and comfort care are being considered




Activities Included:

Improving Outcomes in HF at the EOL

Improving Use of PC in pts with HF

Devices: Shared Decision-Making from Implanting to End of Life

Difficult Conversations across the Continuum

Post-Test: Palliative & End of Life Care

Evaluation for CE Credit


Overall Evaluation of Nurse Navigator Course

Please complete this overall evaluation to receive your CE credit and Completion Certificate.


Activities Included:

Overall Evaluation of Nurse Navigator Course