Better Outcomes Through Genuine Engagement

Our Navigator Coaching & Training Program equips Community Health Workers (CHWs) and care teams with the same proven tools and strategies our Navigators use every day so your organization can drive better outcomes, reduce system strain, and build stronger community connections.

By training your care teams to become true navigators, they will learn to engage and build trust with hard-to-reach populations and coordinate services more effectively. Staff gain confidence and practical skills, retention improves, and your organization can track outcomes to demonstrate real impact.

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Training That Mirrors Real-World Success

Interactive sessions, role-playing, case studies, and technology integration ensure every lesson is practical, actionable, and designed for immediate impact.

Over several months, your team will take part in an interactive, real-world curriculum that blends foundational knowledge with advanced practice skills.

Navigator Coaching & Training Program Curriculum Modules

Across 13 modules and a hands-on capstone, your team builds every skill a navigator needs, from their first confidentiality conversation to a complex, multi-need case.

Every module ends with a real-world scenario. The program closes with a capstone case that asks navigators to apply confidentiality, outreach, goal setting, advocacy, safety, and storytelling to one complex enrollee, start to finish.

1

Confidentiality, Compliance & Care Navigation

  • Protecting client information under HIPAA, 42 CFR Part 2, and the Minimum Necessary standard
  • Documenting what happened, not what you assume, so records hold up under review
  • Matching clients to the right level of care and explaining insurance options in plain language
2

Trust-Building, Outreach & Intake

  • Defining a personal mission and values that hold steady through hard conversations
  • Opening outreach calls that build trust in the first thirty seconds, not just check a box
  • Pacing an intake to the client's priorities instead of a fixed script
3

Goal Setting & Care Plan Design

  • Turning "I need my life together" into one concrete, attainable step
  • Telling the difference between an outcome and a goal, and planning around what a client can act on today
  • Designing care plans with fewer, higher-impact priorities that clients actually trust
4

Advocacy & Workload Management

  • Identifying the real barrier behind a missed appointment, not just the obvious one
  • Making specific advocacy requests with a clear stakeholder and a clear ask
  • Triaging competing demands with an urgency-impact framework, then setting realistic timelines
5

Safety, Resources & Sustainability

  • Recognizing interpersonal, environmental, and systemic risks before they escalate
  • Making referrals clients can actually use, not just a phone number they can't access
  • Naming early signs of burnout and building habits that protect long-term effectiveness
  • Turning client progress into a story that communicates real impact to funders and leadership

3 Effective Training Formats

Flexible training formats give your team the tools they need – when and how it works best for your organization. From fully remote sessions to hybrid coaching and on-site support, CBCS ensures every team can learn, practice, and apply Navigator skills effectively.

Remote-Only Training

  • Live, instructor-led sessions with CBCS coaches
  • Interactive group exercises and guided reflections
  • Access to digital resources and toolkits

Hybrid Coaching Program

  • All remote learning features
  • PLUS virtual and limited in-person coaching
  • Personalized guidance from experienced Navigators

Enhanced Coaching with On-Site Support

  • All remote and hybrid features
  • In-person workshops and staff development
  • Hands-on workflow optimization and leadership support
  • Micro-pilot(s) to test implementation in real-world settings

Download a Free Training Resource!

Learn how to build trust, enroll challenging patients/clients, and keep them engaged – step by step.

This free Outreach & Enrollment Toolkit offers a hands-on look at the approaches you’ll learn in our full Navigator Coaching &  Training Program. Discover practical strategies for connecting with hard-to-reach patients that can be implemented for better referral outreach today!

Download The Toolkit

Why It Works: Transformative Approach

CBCS Navigator Coaching & Training is more than professional development – it’s organizational and community transformation. Our approach:

  • Builds deeper trust with patients/clients
  • Equips staff to navigate barriers with confidence
  • Uses data and storytelling to show real results
  • Improves retention by fostering supportive team culture

Take a small step towards a big change

Schedule a call with CBCS to learn how you can implement our programs.

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