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Table 1 Navigator Survey. Instructions: Please think about your work each day with TRIP patients. A list of your current TRIP patients will be included with this survey. To the best of your knowledge please enter the amount of time (in 15 minute increments, i.e. 15, 30, 60, 90, etc.) you spend on the following activities per day. Enter “0” if you did not perform that activity. Please round up in your estimates to the nearest 15 minutes

From: Using community-engaged methods to develop a study protocol for a cost analysis of a multi-site patient navigation intervention for breast cancer care

 

Day

Activities

1

2

3

4

5

6

7

8

9

10

Date (mm/dd/yyyy)

          

Administrative tasks

Time (minutes)

1. Identifying eligible patients (e.g. reviewing pathology reports or appointments)

          

2. Documenting navigation activities into data systems (i.e. troubleshooting or entering information in REDCap, Excel, EHR, Aunt Bertha, etc.)

          

2a. Documenting in REDCap (Of the time you listed in #2, how much of that time do you spend in REDCap entering information or troubleshooting?)

          

2b. Documenting in Aunt Bertha (Of the time you listed in #2, how much of that time do you spend in Aunt Bertha entering information or troubleshooting?)

          

3. Viewing reports to monitor caseload (e.g. viewing population-level reports in REDCap such as Initial Patient Search or Patient Tracking Report; Excel, etc.)

          

Direct patient contact

Time (minutes)

4. Intake (e.g. speaking with patient in-person or by phone to get information for TRIP intake form)

          

5. Social needs assessments (e.g. conducting social needs assessment with patient)

          

6. Making referrals to address social needs (e.g. giving patient list of referrals, helping patients apply for resources together)

          

7. Following up on social needs referrals (e.g. following up with patient on incomplete/pending referrals for identified needs, asking patients on follow-up encounters if referrals were accessible and if needs were met)

          

8. (Re) scheduling clinical appointments (e.g. coordinating patient appointments)

          

9. Patient education and support (e.g. patient education around cancer care and resources)

          

Navigating on behalf of patient without direct patient contact

Time (minutes)

10. Communication with care team (e.g. communicating with healthcare team to discuss patient social needs, navigation services, and navigator concerns)

          

11. Communication with 3rd parties or outside organizations (e.g. contacting insurances, contacting resources, arranging transport, making non-clinical appointments)

          

12. Communication with other navigators (e.g. messaging other navigators to see if patient has been seen elsewhere, coordinating patients who are seeking 2nd opinions, warm hand-off of transfer patients)

          

13. Attempted patient contact and follow-up (e.g. calling patient after missed appointment, searching registry to see if patient seen elsewhere, reaching out to patient’s support contacts, conducting home visit, sending letters)

          

Other TRIP-related tasks

Time (minutes)

14. Training/Education (e.g. attending training meetings or webinars. Includes travel time to and from off-site trainings and meetings.)

          

15. Cost Survey (time spent filling out this cost survey)

          

16. Other

          

# of Patients Navigated

Number of TRIP patients

17. Number of TRIP patients navigated (include whether you worked with that patient directly, or did navigation work on their behalf)

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