Study plan
5-Lesson Study Plan: Universal Health Oncology Navigator Case
Create a 5-lesson study plan on the Universal Health oncology case, EHR gap analysis, navigator role and North vs South intake forms, barriers/psychosocial/nutrition assessment, and future-state workflow/documentation design using only the indexed study materials.
Lessons in this plan
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1
Lesson 1: Understand the Universal Health oncology case and current-state stakeholders
Summarize the Universal Health oncology context, including the two oncology programs, the merger/EHR environment, the reason for the oncology gap analysis, and the main stakeholder groups involved in intake, navigation, prior authorization, informatics, and IT.
- 2 Lesson 2: Analyze the EHR gap analysis and the oncology navigator role Identify the documented EHR functionality gaps affecting oncology navigators, explain why current documentation methods are inadequate, and describe the navigator’s role in initiating a customized plan after referral and intake.
- 3 Lesson 3: Compare Oncology North and South intake forms and document workflow differences Compare the North intake paper form with the South oncology navigator intake form, noting differences in structure, content depth, paper versus electronic/documented expectations, and implications for standardizing workflow across both sites.
- 4 Lesson 4: Study barriers, psychosocial, learning, physical, and nutritional assessment requirements Review the specific assessment domains used by Oncology South, including access to care, nutrition screening with MST scoring and referral threshold, learning barriers, physical and financial barriers, social habits, psychosocial concerns, distress measurement, and follow-up acuity protocols.
- 5 Lesson 5: Design a future-state workflow and documentation approach Create a future-state outline for standardized oncology navigator workflow and documentation that places intake and authorization steps in a consistent EHR location, emphasizes discrete data capture for reporting, improves visibility of oncology navigator documentation, and supports final design/training deliverables for the build team.