CTE Workforce Pathway · 2026Digital Health Navigator Pro
Run a 16- or 24-hour cohort with confidence: schedules, 12 session plans, answer keys, internship logs, assessments and a certificate — all in one book.
Group Leader GuideLearn It · Live It · Share It™
Welcome from Coach Lucy and Dr. Rob
Thank you for leading a Digital Health Navigator cohort. Every person you train will help neighbors get online, get connected and get to care. That work starts in your room, with your energy. This guide gives you the plan so you can spend your time on the people.
— Coach Lucy · CEO & Co-Founder, The Force for Health® NetworkCare has moved online. Portals, video visits and home devices only help the people who can use them. Navigators close that gap — and they know where their job ends and the care team’s begins. Teach both, and you build a workforce patients can trust.
— Dr. Rob Gillio, MD · Co-Founder, The Force for Health® NetworkThe Force for Health® Network is physician- and woman-led. Digital Health Navigator Pro is the first paid rung of our CTE Workforce Pathway. It leads to Community Health Worker training or Home Care & Digital Caregiving.
Your learners get
- 12 video lessons and 12 illustrated eBooks
- The Navigator Qwest game, one station per module
- Badges at 4, 8, 16 and 24 hours
- A final exam and certificate
You get
- 16- and 24-hour schedules
- A two-hour plan for every module
- Answer keys with explanations
- Logs, sign-off sheets and a certificate
Contents
How to use this guide
Pick a schedule, prepare the room, then teach one module plan per session. Everything you need to print is in this book.
Choose a schedule
16 hours (8 sessions) or 24 hours (12 sessions). Both are two hours per session.
Set up
Use the room and tech checklist. Book devices. Fill in the local resource worksheet.
Pre-assess
Give the 10-item pre-assessment in session 1. Give the same items at the end.
Teach
Each module plan has timing, an opener, an activity, discussion questions and the quiz key.
Log + certify
Track hours and outcomes, run the final exam, award badges and print certificates.
Every module plan has
- Objectives and a minute-by-minute timing plan
- Leader opener, Live It activity, discussion questions
- Answer key for the 5 quiz questions, with explanations
- A printable handout idea and a Coach Lucy Tip
- Links to the module eBook and Qwest station
Moving around
- Use the ☰ Chapters menu or the ← → keys
- Click any table header to sort it
- Print or Save as PDF any time — every page is one letter-size sheet
- Check boxes you tick stay on this device
Read the module plan the night before and play the Qwest station yourself once. Ten minutes of prep saves thirty minutes of guessing in the room.
Digital Health Navigator Pro
Every module is two hours and follows Learn It · Live It · Share It: a video lesson, an illustrated eBook, a Live It activity and a Navigator Qwest round. A FREE Basics level (“10 Things to Know About Digital Health” + a Category Qwest board) is open to every resident and makes a good recruiting tool.
The 12 modules
Badges
After 2 modules · 4 hours
After 4 modules · 8 hours
After 8 modules · 16 hours
After 12 modules · 24 hours
Certificate
All 12 modules + three capstone simulations + final exam at 80% or higher = Digital Health Navigator Pro certificate and the Lead Navigator badge.
The 16-hour schedule
Touch all 12 modules in 16 hours and earn the Navigator badge.
| Session | Modules | Topics | What is compressed | Badge earned |
|---|---|---|---|---|
| 1 | 1, 2 | The Navigator Role · Intake and Documentation | Scope sort cut to 20 min; four-question intake pairs 20 min. Learn It eBooks read before class. | — |
| 2 | 3 | Devices and Accessibility | Full module plan. | Navigator Rookie (4 hrs) |
| 3 | 4, 10 | Getting Connected · Benefits and Referrals | One household-card activity covers both: match the plan, then map the referral and handoff. | — |
| 4 | 5 | Online Safety and Privacy | Full module plan. | Navigator Guide (8 hrs) |
| 5 | 6 | Patient Portals | Full module plan. | — |
| 6 | 7, 8 | Telehealth Visits · Health Apps and Home Devices | Two 40-min stations: live test call, then device pairing and BP technique. | — |
| 7 | 9, 11 | Reliable Information and AI · Plain Language and Teach-Back | Source-check challenge; teams teach back each answer in plain language. | — |
| 8 | 12 | Capstone: Navigator in Action | Two of three simulations in class (third self-paced), then the final exam. | Navigator (16 hrs) |
How the compression works
- Paired modules: Learn It eBooks read before class (minutes still count)
- Paired sessions run one combined Live It activity
- Qwest rounds drop to 15 minutes in paired sessions
- Pre-assessment in session 1; post + final exam in session 8
After the 16 hours
- Learners can finish the remaining self-paced content to reach 24 hours
- 24 hours + final exam at 80% = Lead Navigator and the full certificate
- Add the 8-hour work-readiness strand for workforce cohorts
In paired sessions, cut lecture, not practice. The Live It activity is where navigators are made.
For licensed Group Leaders
The full guide — schedules, 12 session plans, answer keys, logs, assessments and the certificate — comes with a county, school or agency license.
Contact us for a county/school licenseAmbassador? Sign in to unlockYou are reading a free 5-page preview.The 24-hour schedule
The full program: one module per session, every activity, every Qwest round. Learners earn all four badges.
| Session | Module | Topic | Plan | Badge earned |
|---|---|---|---|---|
| 1 | 1 | The Navigator Role | Full module plan · Qwest station 1 | — |
| 2 | 2 | Intake and Documentation | Full module plan · Qwest station 2 | Navigator Rookie (4 hrs) |
| 3 | 3 | Devices and Accessibility | Full module plan · Qwest station 3 | — |
| 4 | 4 | Getting Connected | Full module plan · Qwest station 4 | Navigator Guide (8 hrs) |
| 5 | 5 | Online Safety and Privacy | Full module plan · Qwest station 5 | — |
| 6 | 6 | Patient Portals | Full module plan · Qwest station 6 | — |
| 7 | 7 | Telehealth Visits | Full module plan · Qwest station 7 | — |
| 8 | 8 | Health Apps and Home Devices | Full module plan · Qwest station 8 | Navigator (16 hrs) |
| 9 | 9 | Reliable Information and AI | Full module plan · Qwest station 9 | — |
| 10 | 10 | Benefits and Referrals | Full module plan · Qwest station 10 | — |
| 11 | 11 | Plain Language and Teach-Back | Full module plan · Qwest station 11 | — |
| 12 | 12 | Capstone: Navigator in Action | Full module plan · Qwest station 12 | Lead Navigator (24 hrs) |
Pacing options
- Twice a week: 6 weeks
- Once a week: 12 weeks (a semester)
- Intensive: 3 sessions a day for 4 days
Add-ons
- 8-hour work-readiness strand (one hour after sessions 1–8, or a separate day)
- 180-hour internship / work-experience log
For licensed Group Leaders
The full guide — schedules, 12 session plans, answer keys, logs, assessments and the certificate — comes with a county, school or agency license.
Contact us for a county/school licenseAmbassador? Sign in to unlockYou are reading a free 5-page preview.Room, tech and access
Room & tech setup checklist
Ticks are saved on this device.
Device loaner tips
- Number every device and log who has it
- Use a shared practice account, never a learner’s personal login
- Reset or sign out of every app at the end of each session
- Keep 2 spare devices for late arrivals
- Ask your library or digital inclusion office about lending programs
Accessibility
- Ask in session 1: “What helps you learn best?”
- Turn on captions for every video
- Large-print handouts on request
- Seat people with low vision or hearing near the screen
- Offer interpreters; never ask learners to interpret for each other on private matters
Arrive 30 minutes early on day one and test every device yourself. A dead tablet in minute five sets the tone for the whole day.
For licensed Group Leaders
The full guide — schedules, 12 session plans, answer keys, logs, assessments and the certificate — comes with a county, school or agency license.
Contact us for a county/school licenseAmbassador? Sign in to unlockYou are reading a free 5-page preview.Norms, privacy and safety
Group norms (agree in session 1)
- Phones are for practice, not scrolling
- No real client names or details — ever
- Ask any question; nobody is “bad with technology”
- Hands off other people’s devices unless invited
- Celebrate every badge out loud
Privacy in practice
- Use made-up practice accounts and demo portals
- Never collect or store learner or client passwords
- Collect only what you need (“minimum necessary”)
- Store sign-in sheets and logs the way your organization requires
How to run teach-back
- Teach one step in plain words.
- Ask: “Show me how you would do it at home.”
- Watch without touching the device.
- If they get stuck, re-teach the step a new way — not louder.
- Ask again until they can do it alone. Note it as “did it alone.”
Scams and medical questions: refer
- Possible scam: stop, do not click; call back on the official number; report as your organization directs
- Medical question: “That’s a great question for your care team. Let’s send it together.”
- Emergency symptoms: call 911
- Crisis: 988 Suicide & Crisis Lifeline
Mandated reporting
If a learner or client shares something that may be abuse, neglect or exploitation, follow your organization’s policy and your state’s reporting rules. Know who your supervisor is and how to reach them before session 1. Do not investigate; do not promise to keep it secret.
For licensed Group Leaders
The full guide — schedules, 12 session plans, answer keys, logs, assessments and the certificate — comes with a county, school or agency license.
Contact us for a county/school licenseAmbassador? Sign in to unlockYou are reading a free 5-page preview.The 12 module plans
Each module takes two pages: a session plan, then the answer key and debrief.
| # | Module | Badge after | eBook | Qwest station |
|---|---|---|---|---|
| 1 | 🧭 The Navigator Role | — | dhn-navigator-role | Station 1 |
| 2 | 📋 Intake and Documentation | Navigator Rookie | dhn-intake-documentation | Station 2 |
| 3 | 📱 Devices and Accessibility | — | dhn-devices-accessibility | Station 3 |
| 4 | 📶 Getting Connected | Navigator Guide | dhn-getting-connected | Station 4 |
| 5 | 🛡️ Online Safety and Privacy | — | dhn-safety-privacy | Station 5 |
| 6 | 🏥 Patient Portals | — | dhn-patient-portals | Station 6 |
| 7 | 🎥 Telehealth Visits | — | dhn-telehealth | Station 7 |
| 8 | 🩺 Health Apps and Home Devices | Navigator | dhn-health-apps-devices | Station 8 |
| 9 | 🔎 Reliable Information and AI | — | dhn-reliable-information-ai | Station 9 |
| 10 | 🤝 Benefits and Referrals | — | dhn-benefits-referrals | Station 10 |
| 11 | 💬 Plain Language and Teach-Back | — | dhn-communication-teach-back | Station 11 |
| 12 | 🏆 Capstone: Navigator in Action | Lead Navigator | dhn-capstone | Station 12 |
A typical 120-minute session
10 min opener · 25 min Learn It · 40 min Live It activity · 25 min Qwest round · 15 min Share It + exit ticket · 5 min wrap. Each plan adapts this pattern.
For licensed Group Leaders
The full guide — schedules, 12 session plans, answer keys, logs, assessments and the certificate — comes with a county, school or agency license.
Contact us for a county/school licenseAmbassador? Sign in to unlockYou are reading a free 5-page preview.The Navigator Role
Digital equity, your job and its boundaries
Objectives — learners will
- Explain what a Digital Health Navigator does and does not do
- Describe the digital divide and who it leaves out
- Name three boundaries that protect clients and navigators
Timing plan
| Minutes | Segment | What happens |
|---|---|---|
| 0–10 | Opener | Leader opener (below). |
| 10–35 | Learn It | Video lesson or eBook read-along; pause at each of the five key ideas. |
| 35–75 | Live It | Activity (below), then debrief the scenario: Mr. Ortiz and the blood test results. |
| 75–100 | Qwest round | Navigator Qwest station 1 in teams; keep score on the board. |
| 100–115 | Share It + exit ticket | Share It challenge, then the 5-question module quiz as the exit ticket. |
| 115–120 | Wrap | Preview Intake and Documentation. |
Leader opener · 10 min
Ask: "Who has helped a family member with a phone or app?" List what made it hard.
Live It activity · 40 min
Scope sort: groups sort 15 request cards into "I can help", "Refer" and "Not my role".
Discussion questions
- Where is the line between helping and deciding for someone?
- What would make a client trust you?
- Which boundary is hardest to keep, and why?
Printable handout idea
“Can I help?” pocket card. Three columns — I can help · Refer · Not my role — with the four boundaries on the back. Learners keep it in their badge holder.
Share It: Tell one person what a Digital Health Navigator does and why it matters in your community.
Say the boundary out loud on day one: “I help you use the tools. Your care team makes the medical calls.” Learners copy the words they hear you use.
For licensed Group Leaders
The full guide — schedules, 12 session plans, answer keys, logs, assessments and the certificate — comes with a county, school or agency license.
Contact us for a county/school licenseAmbassador? Sign in to unlockYou are reading a free 5-page preview.🧭 The Navigator Role
Module quiz — answer key
- A Tell them what you would do
- B Look it up and answer
- C Help them ask their care team ✓
- D Tell them to stop if it causes side effects
Why: Medical decisions belong to the client and the care team.
- A Access
- B Skills
- C Trust
- D All of these ✓
Why: Access, skills and trust are the three parts.
- A Save it in your phone
- B Write it on their intake form
- C Help them store it safely themselves ✓
- D Keep it in a locked drawer
Why: Navigators never keep client passwords.
- A Everyone gets the same phone
- B Everyone has the access, skills and support to take part online ✓
- C Internet is free
- D Only seniors get help
Why: Equity is about access, skills and support.
- A When they ask by text
- B Never ✓
- C When it is urgent
- D When you are their friend
Why: Only with the client present, and they enter their own credentials.
Scenario debrief: Mr. Ortiz and the blood test results
Mr. Ortiz, 67, has his lab results in the portal and asks you what his cholesterol number means and whether he should stop his medicine.
Model steps:
- Help him open and read the result screen
- Point out where the normal range is shown
- Explain that only his care team can say what it means for him
- Help him send a portal message to his doctor with his question
- Note the referral in your log
Key terms
| Term | Meaning |
|---|---|
| Digital divide | The gap between people who have internet access, devices and skills and those who do not. |
| Digital equity | When everyone has the access, skills and support to fully take part online. |
| Scope of practice | The tasks a role is trained and allowed to do. |
| Referral | Connecting a client to another service that can meet a need you cannot. |
For licensed Group Leaders
The full guide — schedules, 12 session plans, answer keys, logs, assessments and the certificate — comes with a county, school or agency license.
Contact us for a county/school licenseAmbassador? Sign in to unlockYou are reading a free 5-page preview.Intake and Documentation
Learn what people need and record what changed
Objectives — learners will
- Run a respectful intake conversation
- Use a needs checklist to set one goal
- Record outcomes in a way a funder can count
Timing plan
| Minutes | Segment | What happens |
|---|---|---|
| 0–10 | Opener | Leader opener (below). |
| 10–35 | Learn It | Video lesson or eBook read-along; pause at each of the five key ideas. |
| 35–75 | Live It | Activity (below), then debrief the scenario: Ms. Begay's first visit. |
| 75–100 | Qwest round | Navigator Qwest station 2 in teams; keep score on the board. |
| 100–115 | Share It + exit ticket | Share It challenge, then the 5-question module quiz as the exit ticket. |
| 115–120 | Wrap | Award the Navigator Rookie badge (4 hours). Preview Devices and Accessibility. |
Leader opener · 10 min
Role-play a bad intake (rapid-fire questions), then ask how it felt.
Live It activity · 40 min
Pairs run the four-question intake on each other and log one outcome on the sample form.
Discussion questions
- What makes a question feel judgmental?
- What should never go in a record?
- How do outcomes help a program survive?
Printable handout idea
Four-question intake + outcome log. One sheet: the four intake questions, a one-goal box, a consent line and the six outcome check boxes.
Share It: Share one small digital win you helped someone reach this week (no names).
Model the “why I ask” sentence before each intake question. It turns a questionnaire into a conversation, and clients say more.
For licensed Group Leaders
The full guide — schedules, 12 session plans, answer keys, logs, assessments and the certificate — comes with a county, school or agency license.
Contact us for a county/school licenseAmbassador? Sign in to unlockYou are reading a free 5-page preview.📋 Intake and Documentation
Module quiz — answer key
- A How old are you?
- B What do you want to be able to do online? ✓
- C Do you know what Wi-Fi is?
- D Why don't you have internet?
Why: Start with the person's goal.
- A Do as little as possible
- B Collect only the information you need ✓
- C Visit only once
- D Use the cheapest device
Why: Only what the task needs.
- A Met with client
- B Portal activated ✓
- C Talked for 30 minutes
- D Handed out a flyer
Why: An outcome is a real change.
- A One the client can reach today ✓
- B Five
- C As many as possible
- D None, just talk
Why: One reachable goal builds confidence.
- A To grade the client
- B So funders and the county can see what changed ✓
- C It is not needed
- D To sell data
Why: Outcomes prove impact and keep programs funded.
Scenario debrief: Ms. Begay's first visit
Ms. Begay arrives with a new phone from her son. She says she is "no good with technology" and needs to see her daughter's school messages and her own clinic appointments.
Model steps:
- Ask the four intake questions
- Choose one goal for today
- Explain what you will record
- Complete the goal together
- Log the outcome and book a next step
Key terms
| Term | Meaning |
|---|---|
| Intake | The first conversation to learn a client's goals and needs. |
| Minimum necessary | Collect and share only the information needed for the task. |
| Outcome | A real change for the client, such as a portal activated. |
| Referral log | A record of where a client was referred and whether it was completed. |
For licensed Group Leaders
The full guide — schedules, 12 session plans, answer keys, logs, assessments and the certificate — comes with a county, school or agency license.
Contact us for a county/school licenseAmbassador? Sign in to unlockYou are reading a free 5-page preview.Devices and Accessibility
Set up phones and tablets so anyone can use them
Objectives — learners will
- Complete a basic phone setup checklist
- Turn on accessibility features on iPhone and Android
- Match features to a client's needs
Timing plan
| Minutes | Segment | What happens |
|---|---|---|
| 0–10 | Opener | Leader opener (below). |
| 10–35 | Learn It | Video lesson or eBook read-along; pause at each of the five key ideas. |
| 35–75 | Live It | Activity (below), then debrief the scenario: Mr. Washington can't see the screen. |
| 75–100 | Qwest round | Navigator Qwest station 3 in teams; keep score on the board. |
| 100–115 | Share It + exit ticket | Share It challenge, then the 5-question module quiz as the exit ticket. |
| 115–120 | Wrap | Preview Getting Connected. |
Leader opener · 10 min
Pass around a phone set to tiny text and no sound. Ask learners to open a message.
Live It activity · 40 min
Accessibility scavenger hunt: find and turn on 5 features on your own phone.
Discussion questions
- Which feature would help someone in your family?
- Why update software before anything else?
- How do you set up without taking over?
Printable handout idea
Phone setup checklist. Charge · update · screen lock · account recovery · Wi-Fi · accessibility, with iPhone and Android paths side by side.
Share It: Teach one person a phone setting that makes their screen easier to use.
Keep the client’s hands on the phone the whole time. If you hold it, they watch. If they hold it, they learn.
For licensed Group Leaders
The full guide — schedules, 12 session plans, answer keys, logs, assessments and the certificate — comes with a county, school or agency license.
Contact us for a county/school licenseAmbassador? Sign in to unlockYou are reading a free 5-page preview.📱 Devices and Accessibility
Module quiz — answer key
- A TalkBack ✓
- B VoiceOver
- C Siri
- D Magnifier
Why: TalkBack is Android's screen reader.
- A Download games
- B Charge and update ✓
- C Delete apps
- D Buy a case
Why: Charge and update first.
- A Hearing during video visits ✓
- B Battery life
- C Passwords
- D Storage
Why: Captions show speech as text.
- A The navigator
- B The client ✓
- C The store
- D No one
Why: The client controls their own account.
- A Tell them to try harder
- B Simplify the home screen ✓
- C Buy a new phone
- D Remove the clinic app
Why: A simpler layout lowers confusion.
Scenario debrief: Mr. Washington can't see the screen
Mr. Washington has low vision and keeps missing his telehealth links because the text is too small to read.
Model steps:
- Turn up text size and bold text
- Show him Magnifier
- Try Spoken Content to read messages
- Move the clinic app to his home screen
- Practice opening a link together
Key terms
| Term | Meaning |
|---|---|
| Screen reader | Software that reads what is on the screen out loud. |
| Software update | A free download that fixes problems and security holes. |
| Account recovery | The way to get back into an account after a forgotten password. |
| Live captions | Real-time text of what is being said. |
For licensed Group Leaders
The full guide — schedules, 12 session plans, answer keys, logs, assessments and the certificate — comes with a county, school or agency license.
Contact us for a county/school licenseAmbassador? Sign in to unlockYou are reading a free 5-page preview.Getting Connected
Low-cost internet, Lifeline and device programs
Objectives — learners will
- Explain the main ways to get affordable internet
- Screen a household for Lifeline eligibility
- Find local device and Wi-Fi resources
Timing plan
| Minutes | Segment | What happens |
|---|---|---|
| 0–10 | Opener | Leader opener (below). |
| 10–35 | Learn It | Video lesson or eBook read-along; pause at each of the five key ideas. |
| 35–75 | Live It | Activity (below), then debrief the scenario: The Nguyen family lost their discount. |
| 75–100 | Qwest round | Navigator Qwest station 4 in teams; keep score on the board. |
| 100–115 | Share It + exit ticket | Share It challenge, then the 5-question module quiz as the exit ticket. |
| 115–120 | Wrap | Award the Navigator Guide badge (8 hours). Preview Online Safety and Privacy. |
Leader opener · 10 min
Ask learners to guess what home internet costs per month where they live.
Live It activity · 40 min
Match-the-plan: groups match 6 household cards to the best affordable option.
Discussion questions
- Why do people cancel internet even when they need it?
- What paperwork do families need for Lifeline?
- Who in your county gives out devices?
Printable handout idea
Getting Connected worksheet. Blank fields for local low-cost plans, Lifeline steps, library Wi-Fi hours and device programs. Fill it in with your cohort.
Share It: Post where people in your neighborhood can get free Wi-Fi or low-cost internet.
Prices and plans change. Have learners call or check one provider live in class so the worksheet is current on the day they use it.
For licensed Group Leaders
The full guide — schedules, 12 session plans, answer keys, logs, assessments and the certificate — comes with a county, school or agency license.
Contact us for a county/school licenseAmbassador? Sign in to unlockYou are reading a free 5-page preview.📶 Getting Connected
Module quiz — answer key
- A Rent
- B A phone or internet bill ✓
- C Grocery bills
- D Medical bills
Why: Lifeline is for phone or internet service.
- A Is still open
- B Ended in June 2024 ✓
- C Is a state program
- D Pays rent
Why: The ACP stopped in June 2024.
- A Lifeline and provider low-cost plans ✓
- B Nothing
- C Only free phones
- D Cable TV
Why: SNAP is a common qualifier.
- A Libraries ✓
- B Banks
- C Gas pumps
- D Pharmacies only
Why: Libraries are a reliable option.
- A Pick the fastest
- B Check current price and coverage ✓
- C Choose the one you use
- D Skip the cost
Why: Plans and prices change often.
Scenario debrief: The Nguyen family lost their discount
The Nguyens used the ACP discount for home internet. It ended and the bill doubled, so they cancelled. Their son needs internet for homework and his mother has video visits.
Model steps:
- Check if they receive SNAP, Medicaid or school lunch
- Screen for Lifeline
- Check the local provider's low-cost plan
- Compare total monthly cost
- Help them apply and log the outcome
Key terms
| Term | Meaning |
|---|---|
| Lifeline | A federal discount on phone or internet service for eligible households. |
| Hotspot | A device or phone setting that shares a data connection over Wi-Fi. |
| National Verifier | The federal system that checks Lifeline eligibility. |
| Low-cost plan | A reduced-price internet plan offered by a provider to qualifying households. |
For licensed Group Leaders
The full guide — schedules, 12 session plans, answer keys, logs, assessments and the certificate — comes with a county, school or agency license.
Contact us for a county/school licenseAmbassador? Sign in to unlockYou are reading a free 5-page preview.Online Safety and Privacy
Scams, passwords and HIPAA basics
Objectives — learners will
- Spot common health and benefit scams
- Teach strong password and two-step login habits
- Explain privacy basics for health information
Timing plan
| Minutes | Segment | What happens |
|---|---|---|
| 0–10 | Opener | Leader opener (below). |
| 10–35 | Learn It | Video lesson or eBook read-along; pause at each of the five key ideas. |
| 35–75 | Live It | Activity (below), then debrief the scenario: The "Medicaid renewal" text. |
| 75–100 | Qwest round | Navigator Qwest station 5 in teams; keep score on the board. |
| 100–115 | Share It + exit ticket | Share It challenge, then the 5-question module quiz as the exit ticket. |
| 115–120 | Wrap | Preview Patient Portals. |
Leader opener · 10 min
Show three real-looking texts; vote real or scam.
Live It activity · 40 min
Spot-the-scam round in the Navigator Qwest, then build a passphrase.
Discussion questions
- Why do scams target health and benefits?
- How do you calm a scared client?
- What will you do if you think a client was scammed?
Printable handout idea
Stop · Check · Call back card. The three steps, five scam red flags and a passphrase builder on one wallet-size card.
Share It: Warn one person about a scam you learned to spot today.
When a client is scared of a scam text, slow your own voice down first. Calm is contagious. Then walk the three steps together.
For licensed Group Leaders
The full guide — schedules, 12 session plans, answer keys, logs, assessments and the certificate — comes with a county, school or agency license.
Contact us for a county/school licenseAmbassador? Sign in to unlockYou are reading a free 5-page preview.🛡️ Online Safety and Privacy
Module quiz — answer key
- A Give it
- B Hang up and call the number on your card ✓
- C Ask them to text
- D Give half
Why: Call back on the official number.
- A A second check at login ✓
- B A second password for everyone
- C Faster logins
- D Nothing
Why: It adds a second check.
- A Save the password
- B Log out and do not save passwords ✓
- C Leave the portal open
- D Email yourself the password
Why: Never save passwords on shared devices.
- A Your birthday
- B password123
- C A long passphrase ✓
- D Your pet's name
Why: Long passphrases are strongest.
- A Signs of a scam ✓
- B Normal for agencies
- C Proof it is real
- D Not important
Why: Pressure is a classic scam sign.
Scenario debrief: The "Medicaid renewal" text
Mrs. Ali shows you a text: "Your Medicaid will be cancelled today. Click here to verify your ID." She is scared and about to tap it.
Model steps:
- Ask her not to tap the link
- Look at the sender and the link address together
- Find the official AHCCCS or state Medicaid contact
- Help her check her real status by calling or logging in herself
- Report and delete the text
Key terms
| Term | Meaning |
|---|---|
| Phishing | A fake message designed to steal information or money. |
| Two-step verification | A second check, such as a code by text, when logging in. |
| HIPAA | The federal law that protects health information held by care providers and health plans. |
| Passphrase | A long password made of several words. |
For licensed Group Leaders
The full guide — schedules, 12 session plans, answer keys, logs, assessments and the certificate — comes with a county, school or agency license.
Contact us for a county/school licenseAmbassador? Sign in to unlockYou are reading a free 5-page preview.Patient Portals
Sign-up, results, refills, messages and proxy access
Objectives — learners will
- Help a client create and secure a portal account
- Find results, appointments, refills and messages
- Explain proxy access for caregivers
Timing plan
| Minutes | Segment | What happens |
|---|---|---|
| 0–10 | Opener | Leader opener (below). |
| 10–35 | Learn It | Video lesson or eBook read-along; pause at each of the five key ideas. |
| 35–75 | Live It | Activity (below), then debrief the scenario: Rosa helps her father. |
| 75–100 | Qwest round | Navigator Qwest station 6 in teams; keep score on the board. |
| 100–115 | Share It + exit ticket | Share It challenge, then the 5-question module quiz as the exit ticket. |
| 115–120 | Wrap | Preview Telehealth Visits. |
Leader opener · 10 min
Ask who has a portal account and who has never logged in. Why not?
Live It activity · 40 min
Portal practice lab: use the demo portal to complete the big four tasks.
Discussion questions
- Why is password sharing common in families?
- What if a client cannot pass the online identity check?
- How do you support someone who reads results and panics?
Printable handout idea
Portal “big four” practice sheet. Appointments · results · refills · messages, with a check box for “did it alone” next to each.
Share It: Help one person find their next appointment in their portal.
Do not leave until the client has done one task alone. One win today brings them back next week.
For licensed Group Leaders
The full guide — schedules, 12 session plans, answer keys, logs, assessments and the certificate — comes with a county, school or agency license.
Contact us for a county/school licenseAmbassador? Sign in to unlockYou are reading a free 5-page preview.🏥 Patient Portals
Module quiz — answer key
- A Using someone's password
- B Your own login to help manage their portal, with permission ✓
- C Hacking
- D A paper chart
Why: Proxy gives a separate login.
- A Only after review
- B Before the clinician has reviewed them ✓
- C Never
- D Only by mail
Why: Many results post right away.
- A Request a refill ✓
- B Change your diagnosis
- C Order medicine from another country
- D Delete notes
Why: Refills, results, appointments, messages.
- A The navigator's email
- B The client's own email ✓
- C A shared family email
- D No email
Why: The client owns the account.
- A Explain the diagnosis
- B Show the normal range and help them message their team ✓
- C Tell them not to worry
- D Search online for treatment
Why: The care team interprets results.
Scenario debrief: Rosa helps her father
Rosa manages appointments for her father, who speaks Spanish and does not use email. She has been logging in with his password.
Model steps:
- Explain why sharing his password is risky
- Ask the clinic about proxy access
- Help Rosa complete the proxy form
- Set the portal language to Spanish if offered
- Practice finding his next appointment
Key terms
| Term | Meaning |
|---|---|
| Patient portal | A secure site or app to see your health record and contact your care team. |
| Activation code | A one-time code from the clinic used to create a portal account. |
| Proxy access | Permission for another person to use their own login to help manage someone's portal. |
| Secure message | A private message to the care team sent through the portal. |
For licensed Group Leaders
The full guide — schedules, 12 session plans, answer keys, logs, assessments and the certificate — comes with a county, school or agency license.
Contact us for a county/school licenseAmbassador? Sign in to unlockYou are reading a free 5-page preview.Telehealth Visits
Setup, test calls, troubleshooting and interpreters
Objectives — learners will
- Prepare a client for a video visit
- Troubleshoot camera, microphone and connection problems
- Arrange interpreters and accessibility supports
Timing plan
| Minutes | Segment | What happens |
|---|---|---|
| 0–10 | Opener | Leader opener (below). |
| 10–35 | Learn It | Video lesson or eBook read-along; pause at each of the five key ideas. |
| 35–75 | Live It | Activity (below), then debrief the scenario: Getting Mrs. Lopez into her visit. |
| 75–100 | Qwest round | Navigator Qwest station 7 in teams; keep score on the board. |
| 100–115 | Share It + exit ticket | Share It challenge, then the 5-question module quiz as the exit ticket. |
| 115–120 | Wrap | Preview Health Apps and Home Devices. |
Leader opener · 10 min
Run a deliberately broken video call; ask learners to diagnose it.
Live It activity · 40 min
"Get Mrs. Lopez into her visit" simulation in the Qwest, then pairs do a live test call.
Discussion questions
- What makes people avoid video visits?
- How do you protect privacy in a crowded home?
- When is audio-only the better choice?
Printable handout idea
Video visit ready list. Charge, update, quiet spot, meds list, questions, backup phone number — plus the top three fixes for sound, video and freezing.
Share It: Share your best telehealth tip with someone who has a visit coming up.
Run the broken call for real. Learners remember the fix they found themselves far longer than the one you told them.
For licensed Group Leaders
The full guide — schedules, 12 session plans, answer keys, logs, assessments and the certificate — comes with a county, school or agency license.
Contact us for a county/school licenseAmbassador? Sign in to unlockYou are reading a free 5-page preview.🎥 Telehealth Visits
Module quiz — answer key
- A 5 minutes late
- B 15 minutes early ✓
- C Exactly on time
- D Only if called
Why: Early joining leaves time to fix problems.
- A Mute button ✓
- B Screen brightness
- C Battery color
- D Wallpaper
Why: Mute is the most common cause.
- A Not allowed
- B Free when requested ✓
- C Only for in-person
- D Paid by the patient
Why: Request one when booking.
- A Give up
- B Move closer to Wi-Fi or switch to phone audio ✓
- C Restart the clinic
- D Turn off the phone
Why: Fix the connection or switch to audio.
- A Medication list ✓
- B Social media password
- C Bank PIN
- D Nothing
Why: Medication list and questions.
Scenario debrief: Getting Mrs. Lopez into her visit
Mrs. Lopez's video visit starts in 10 minutes. She can see the doctor but the doctor cannot hear her.
Model steps:
- Check if she is muted in the app
- Check phone volume and Bluetooth
- Check microphone permission in Settings
- Rejoin the visit
- If it still fails, call the clinic to switch to phone audio
Key terms
| Term | Meaning |
|---|---|
| Telehealth | Health care delivered by phone or video. |
| Waiting room | The screen where a patient waits until the clinician joins. |
| Permissions | Settings that let an app use the camera and microphone. |
| Audio-only visit | A telehealth visit by phone without video. |
For licensed Group Leaders
The full guide — schedules, 12 session plans, answer keys, logs, assessments and the certificate — comes with a county, school or agency license.
Contact us for a county/school licenseAmbassador? Sign in to unlockYou are reading a free 5-page preview.Health Apps and Home Devices
BP cuffs, glucose meters, pulse oximeters and apps
Objectives — learners will
- Pair a home device with a phone app
- Coach correct technique for accurate readings
- Judge whether a health app is safe to use
Timing plan
| Minutes | Segment | What happens |
|---|---|---|
| 0–10 | Opener | Leader opener (below). |
| 10–35 | Learn It | Video lesson or eBook read-along; pause at each of the five key ideas. |
| 35–75 | Live It | Activity (below), then debrief the scenario: Mr. James's high readings. |
| 75–100 | Qwest round | Navigator Qwest station 8 in teams; keep score on the board. |
| 100–115 | Share It + exit ticket | Share It challenge, then the 5-question module quiz as the exit ticket. |
| 115–120 | Wrap | Award the Navigator badge (16 hours). Preview Reliable Information and AI. |
Leader opener · 10 min
Take a BP reading over a sleeve, then correctly; compare.
Live It activity · 40 min
Device pairing walkthrough with a demo cuff or the Qwest simulator.
Discussion questions
- Why do wrong readings matter?
- What should a client do with a very high reading? (Follow their care plan; call 911 for emergency symptoms)
- How do you check an app before recommending it?
Printable handout idea
Home reading guide. Picture steps for blood pressure, glucose and pulse oximeter readings, plus a five-question “is this app safe?” check.
Share It: Show someone how to take their blood pressure the right way.
Never interpret a reading. Coach the technique, then point to the client’s care plan and their care team. Emergency symptoms mean 911.
For licensed Group Leaders
The full guide — schedules, 12 session plans, answer keys, logs, assessments and the certificate — comes with a county, school or agency license.
Contact us for a county/school licenseAmbassador? Sign in to unlockYou are reading a free 5-page preview.🩺 Health Apps and Home Devices
Module quiz — answer key
- A Sitting
- B Caffeine and exercise for 30 minutes ✓
- C Resting
- D Water
Why: These raise blood pressure temporarily.
- A Over a sweater
- B On bare skin at heart level ✓
- C On the wrist only
- D Anywhere
Why: Bare skin, arm at heart level.
- A On darker skin and cold hands ✓
- B In the morning
- C With glasses
- D Never
Why: Skin tone and cold hands affect readings.
- A Bluetooth ✓
- B A cable to the TV
- C Email
- D Fax
Why: Most devices pair over Bluetooth.
- A Install it anyway
- B Choose another app or ask the clinic ✓
- C Delete the phone
- D Ignore it
Why: Pick safer options.
Scenario debrief: Mr. James's high readings
Mr. James's new BP cuff keeps showing high numbers. He takes readings right after his morning coffee and walk, with the cuff over his sleeve.
Model steps:
- Review the correct technique with him
- Help pair the cuff with the clinic app
- Take two practice readings correctly
- Show where readings appear for his care team
- Remind him to call the clinic about any reading they told him to report
Key terms
| Term | Meaning |
|---|---|
| Remote patient monitoring | Home devices that send health readings to a care team. |
| Pairing | Connecting a device to a phone, usually by Bluetooth. |
| Reading | One measurement, such as a blood pressure number. |
| Privacy policy | A statement of what data an app collects and shares. |
For licensed Group Leaders
The full guide — schedules, 12 session plans, answer keys, logs, assessments and the certificate — comes with a county, school or agency license.
Contact us for a county/school licenseAmbassador? Sign in to unlockYou are reading a free 5-page preview.Reliable Information and AI
Misinformation, trusted sources and AI chatbots
Objectives — learners will
- Check a health claim against trusted sources
- Spot common signs of misinformation
- Coach safe, smart use of AI chatbots
Timing plan
| Minutes | Segment | What happens |
|---|---|---|
| 0–10 | Opener | Leader opener (below). |
| 10–35 | Learn It | Video lesson or eBook read-along; pause at each of the five key ideas. |
| 35–75 | Live It | Activity (below), then debrief the scenario: The viral cure. |
| 75–100 | Qwest round | Navigator Qwest station 9 in teams; keep score on the board. |
| 100–115 | Share It + exit ticket | Share It challenge, then the 5-question module quiz as the exit ticket. |
| 115–120 | Wrap | Preview Benefits and Referrals. |
Leader opener · 10 min
Show two articles on the same topic; vote which is credible and why.
Live It activity · 40 min
Source-check challenge: teams check 5 claims using Who, When, Why.
Discussion questions
- Why does misinformation spread faster than facts?
- How do you correct someone without embarrassing them?
- When is AI helpful in your own learning?
Printable handout idea
Who · When · Why source check. A half-sheet with the three questions, the red flags and a short list of trusted starting points.
Share It: Fact-check one health post before you share it, and share the trusted version instead.
Correct the claim, never the person. “Let’s check it together” keeps the relationship and the trust.
For licensed Group Leaders
The full guide — schedules, 12 session plans, answer keys, logs, assessments and the certificate — comes with a county, school or agency license.
Contact us for a county/school licenseAmbassador? Sign in to unlockYou are reading a free 5-page preview.🔎 Reliable Information and AI
Module quiz — answer key
- A A clear author
- B A product for sale on the same page ✓
- C A recent date
- D Links to CDC
Why: Sales pages often bias the message.
- A MedlinePlus ✓
- B A random forum
- C A celebrity post
- D An ad
Why: MedlinePlus is from the National Library of Medicine.
- A Are always right
- B Can be helpful but wrong; confirm ✓
- C Replace doctors
- D Are illegal
Why: Always confirm with trusted sources.
- A "What does hypertension mean?"
- B Your date of birth and ID numbers ✓
- C A general question
- D "Explain A1C"
Why: Keep personal identifiers out.
- A Shared on purpose to mislead ✓
- B An honest mistake
- C Always from the government
- D A type of virus
Why: It is intentional.
Scenario debrief: The viral cure
Mr. Harris shares a video claiming a supplement cures diabetes so he can stop his insulin.
Model steps:
- Thank him for asking before acting
- Check who made the video and what they sell
- Look up the claim on MedlinePlus together
- Encourage him to ask his care team before changing medicine
- Show how to report or skip similar videos
Key terms
| Term | Meaning |
|---|---|
| Misinformation | False information shared without intent to harm. |
| Disinformation | False information shared on purpose to mislead. |
| Credible source | A source with clear authorship, evidence and no hidden sales motive. |
| AI chatbot | A computer program that answers questions in everyday language. |
For licensed Group Leaders
The full guide — schedules, 12 session plans, answer keys, logs, assessments and the certificate — comes with a county, school or agency license.
Contact us for a county/school licenseAmbassador? Sign in to unlockYou are reading a free 5-page preview.Benefits and Referrals
Applications, 211 and closed-loop referrals
Objectives — learners will
- Help a client start an online benefits application
- Use 211 and local directories to find services
- Make and follow up a closed-loop referral
Timing plan
| Minutes | Segment | What happens |
|---|---|---|
| 0–10 | Opener | Leader opener (below). |
| 10–35 | Learn It | Video lesson or eBook read-along; pause at each of the five key ideas. |
| 35–75 | Live It | Activity (below), then debrief the scenario: The Smith family's renewal. |
| 75–100 | Qwest round | Navigator Qwest station 10 in teams; keep score on the board. |
| 100–115 | Share It + exit ticket | Share It challenge, then the 5-question module quiz as the exit ticket. |
| 115–120 | Wrap | Preview Plain Language and Teach-Back. |
Leader opener · 10 min
Ask: "What gets in the way of finishing a benefits application?"
Live It activity · 40 min
Referral pathway game: map each household card to the right service and handoff.
Discussion questions
- Why are renewals missed?
- What documents do people usually lack?
- How do you follow up without overstepping?
Printable handout idea
Referral map + document checklist. ID, income proof and household details on one side; 211 and your local services on the other.
Share It: Save 211 in your phone and share it with someone who might need it.
A warm handoff beats a phone number on a sticky note. Make the call together whenever you can.
For licensed Group Leaders
The full guide — schedules, 12 session plans, answer keys, logs, assessments and the certificate — comes with a county, school or agency license.
Contact us for a county/school licenseAmbassador? Sign in to unlockYou are reading a free 5-page preview.🤝 Benefits and Referrals
Module quiz — answer key
- A Health-e-Arizona Plus ✓
- B COMPASS
- C Facebook
- D 211 only
Why: Health-e-Arizona Plus is Arizona's portal.
- A They miss renewal notices ✓
- B They use telehealth
- C They have a phone
- D They visit libraries
Why: Update address and turn on alerts.
- A The receiving service confirms the client was helped ✓
- B The door is locked
- C The referral is cancelled
- D Only family can refer
Why: The loop is closed when service is confirmed.
- A Food, housing, utilities and more ✓
- B Only emergencies
- C Only taxes
- D Only jobs
Why: 211 covers many local services.
- A Giving a flyer
- B Introducing the client directly to the next service ✓
- C Sending an email later
- D A hot drink
Why: Direct introductions work best.
Scenario debrief: The Smith family's renewal
Ms. Smith got a letter saying her children's Medicaid will end in 10 days because a renewal form was not returned. She moved last month.
Model steps:
- Help her log in to the state benefits portal
- Update her address
- Complete or upload the renewal
- Turn on text alerts
- Log the outcome and set a reminder to follow up
Key terms
| Term | Meaning |
|---|---|
| Benefits portal | A state website for applying for and renewing public benefits. |
| 211 | A free phone line and website connecting people to local services. |
| Closed-loop referral | A referral where the receiving service confirms the client was helped. |
| Warm handoff | Introducing a client directly to the next service. |
For licensed Group Leaders
The full guide — schedules, 12 session plans, answer keys, logs, assessments and the certificate — comes with a county, school or agency license.
Contact us for a county/school licenseAmbassador? Sign in to unlockYou are reading a free 5-page preview.Plain Language and Teach-Back
Clear words, older adults and every language
Objectives — learners will
- Explain steps in plain language
- Use teach-back to check understanding
- Adapt for older adults, low literacy and other languages
Timing plan
| Minutes | Segment | What happens |
|---|---|---|
| 0–10 | Opener | Leader opener (below). |
| 10–35 | Learn It | Video lesson or eBook read-along; pause at each of the five key ideas. |
| 35–75 | Live It | Activity (below), then debrief the scenario: Teaching Mrs. Chen to refill. |
| 75–100 | Qwest round | Navigator Qwest station 11 in teams; keep score on the board. |
| 100–115 | Share It + exit ticket | Share It challenge, then the 5-question module quiz as the exit ticket. |
| 115–120 | Wrap | Preview Capstone: Navigator in Action. |
Leader opener · 10 min
Read a jargon-filled instruction aloud; ask learners to rewrite it.
Live It activity · 40 min
Teach-back role-play in threes: teacher, learner, observer.
Discussion questions
- Why do people nod when they don't understand?
- How do you avoid taking over the device?
- What languages are spoken in your community?
Printable handout idea
Teach-back prompt card. Five “show me” prompts and a plain-language swap list (jargon → everyday words).
Share It: Use teach-back with someone you help this week.
Teach-back checks your teaching, not their intelligence. Say that out loud the first time you use it, and people relax.
For licensed Group Leaders
The full guide — schedules, 12 session plans, answer keys, logs, assessments and the certificate — comes with a county, school or agency license.
Contact us for a county/school licenseAmbassador? Sign in to unlockYou are reading a free 5-page preview.💬 Plain Language and Teach-Back
Module quiz — answer key
- A The client's intelligence
- B How well you taught ✓
- C The device speed
- D Nothing
Why: It checks your teaching.
- A The navigator
- B The client ✓
- C A family member
- D No one
Why: Guide, don't drive.
- A Children
- B Professional interpreters ✓
- C Neighbors
- D Not used
Why: Use trained interpreters.
- A Short sentences and everyday words ✓
- B Medical terms
- C Long paragraphs
- D Acronyms
Why: Keep it simple.
- A Rush
- B Write steps on a card they keep ✓
- C Skip the explanation
- D Speak louder only
Why: A keep-card supports memory.
Scenario debrief: Teaching Mrs. Chen to refill
You showed Mrs. Chen how to request a refill. She nodded, but at her next visit she says she could not do it at home.
Model steps:
- Ask her to show you each step
- Notice where she gets stuck
- Re-teach that one step in plain words
- Write the steps on a card in her language
- Use teach-back again before she leaves
Key terms
| Term | Meaning |
|---|---|
| Plain language | Clear, simple wording the reader understands the first time. |
| Teach-back | Asking a person to explain or show what they learned. |
| Health literacy | The ability to find, understand and use health information. |
| Cultural humility | Staying curious and respectful about other people's beliefs and needs. |
For licensed Group Leaders
The full guide — schedules, 12 session plans, answer keys, logs, assessments and the certificate — comes with a county, school or agency license.
Contact us for a county/school licenseAmbassador? Sign in to unlockYou are reading a free 5-page preview.Capstone: Navigator in Action
Three simulated sessions and the final exam
Objectives — learners will
- Run a full navigation session from intake to outcome
- Apply every module in realistic cases
- Pass the final exam at 80% or higher
Timing plan
| Minutes | Segment | What happens |
|---|---|---|
| 0–10 | Opener | Lightning Category Qwest recap of Modules 1–11. |
| 10–20 | Learn It | How the capstone works; the three sessions; certificate rules. |
| 20–65 | Live It | Learners run the three Qwest simulations and log an outcome for each. |
| 65–95 | Final exam | 25 items · 80% (20 of 25) to pass. Quiet room, one device each. |
| 95–115 | Share It + debrief | Debrief the hardest session. Share It: invite someone to the FREE Basics. |
| 115–120 | Wrap | Award the Lead Navigator badge to everyone who passed. Celebrate. |
Leader opener · 10 min
Recap the 11 modules with a lightning Category Qwest round.
Live It activity · 40 min
Learners run the three simulations; leader reviews logs and debriefs.
Discussion questions
- Which session was hardest, and why?
- What will you do differently with real clients?
- Where will you use these skills next: internship, CHW, home care?
Printable handout idea
Capstone debrief sheet. For each simulation: intake goal, steps taken, outcome logged, what I would do differently.
Share It: Share your certificate and invite someone to start the FREE Basics.
Celebrate every finisher in front of the group. A badge earned in public is a badge that gets shared.
For licensed Group Leaders
The full guide — schedules, 12 session plans, answer keys, logs, assessments and the certificate — comes with a county, school or agency license.
Contact us for a county/school licenseAmbassador? Sign in to unlockYou are reading a free 5-page preview.🏆 Capstone: Navigator in Action
Module quiz — answer key
- A Logging an outcome ✓
- B Saying goodbye
- C Taking the device
- D Nothing
Why: Every session ends with a logged outcome.
- A 50%
- B 70%
- C 80% ✓
- D 100%
Why: 80% or higher.
- A Intake ✓
- B Logging
- C Referral
- D Exam
Why: Start with the person.
- A Rookie
- B Guide
- C Navigator
- D Lead Navigator ✓
Why: Lead Navigator.
- A Coach so the client stays in control ✓
- B Do everything for clients
- C Give medical advice
- D Keep passwords
Why: You coach; the client stays in control.
Scenario debrief: Your three sessions
Work through each Qwest boss level. Your choices decide the outcome for the client.
Model steps:
- Session 1: Getting connected
- Session 2: First telehealth visit
- Session 3: Coverage at risk
- Log all outcomes
- Take the final exam
Key terms
| Term | Meaning |
|---|---|
| Capstone | A final project that brings all the skills together. |
| Simulation | A realistic practice scenario. |
| Certificate | Proof that you completed the course and passed the exam. |
| Lead Navigator | The badge for finishing all 24 hours. |
For licensed Group Leaders
The full guide — schedules, 12 session plans, answer keys, logs, assessments and the certificate — comes with a county, school or agency license.
Contact us for a county/school licenseAmbassador? Sign in to unlockYou are reading a free 5-page preview.The work-readiness strand
Eight one-hour sessions drawn from 21st Century Soft Skills topics, practiced as a navigator. Run one after each of the first eight sessions, or as a separate day.
| Hour | Soft skill | Navigator practice | Links to module | Evidence |
|---|---|---|---|---|
| 1 | Self-awareness | Strengths and stress inventory; write “why I want to be a navigator.” | 1 Role | Written reflection |
| 2 | Professional presence | The first 30 seconds with a client: greeting, name badge, phone away, on time. | 2 Intake | Greeting role-play checklist |
| 3 | Active listening | Listen · reflect · ask drill using the four-question intake. | 2 Intake | Observer checklist |
| 4 | Oral communication | Explain one portal task in 60 seconds of plain language. | 11 Teach-Back | Teach-back rubric |
| 5 | Written communication | Write a clear case note and a short, professional referral email. | 10 Referrals | Case note + email |
| 6 | Teamwork | Category Qwest team round, then a handoff relay between stations. | 12 Capstone | Team score + peer rating |
| 7 | Adapting to diversity | Cultural humility, interpreters, older adults and generational differences. | 7 Telehealth · 11 | Scenario response |
| 8 | Decision-making | Handle-or-refer scenarios; mock interview and one resume line for “Digital Health Navigator.” | 1 Role · 5 Safety | Mock interview sheet |
Each hour follows
- 10 min: the skill and why employers ask for it
- 35 min: practice in a navigator scenario
- 15 min: reflect, rate and log the evidence
Completion
- All 8 hours logged in the course
- Evidence for each hour kept in the learner portfolio
- Shown on the certificate as the work-readiness strand
Ask a local employer to sit in on hour 8 for mock interviews. Learners rise to a real audience, and you build a hiring partner.
For licensed Group Leaders
The full guide — schedules, 12 session plans, answer keys, logs, assessments and the certificate — comes with a county, school or agency license.
Contact us for a county/school licenseAmbassador? Sign in to unlockYou are reading a free 5-page preview.Logging work experience
Learners log supervised navigation work at a library, clinic, school, county office or community site. Each entry records one client goal and the outcome.
Rules for every entry
- No client names, birth dates or ID numbers
- Write the goal in the client’s words (“see my appointments”)
- Record minutes, not rounded hours
- Supervisor initials each line within one week
Where hours go
- Enter each line in the course log too
- Outcomes roll up on the PHIT Score Card by ZIP
- 180 hours signed = work-experience credit on the certificate
Outcome definitions
| Code | Outcome | Counts when |
|---|---|---|
| DS | Device set up | The client’s device is charged, updated and locked, account recovery is set, and the client can unlock it and open one app alone. |
| IE | Home internet enrolled | The client signed up for home or mobile internet, Lifeline or a provider low-cost plan. Note the plan type only — never account numbers. |
| PA | Portal activated | The client logged in on their own and finished one of the big four tasks (appointments, results, refills, messages). |
| TV | Telehealth visit completed | The client joined a scheduled video or audio visit after your preparation or support. |
| BA | Benefits application submitted | An application or renewal was submitted in the state portal (for example Health-e-Arizona Plus or COMPASS) and the client saw the confirmation. |
| RC | Referral closed | The receiving service confirmed the client was served, or the client confirmed it at follow-up. |
For licensed Group Leaders
The full guide — schedules, 12 session plans, answer keys, logs, assessments and the certificate — comes with a county, school or agency license.
Contact us for a county/school licenseAmbassador? Sign in to unlockYou are reading a free 5-page preview.Work-experience log
Learner: ________________________ Program: ________________________ Supervisor: ________________________ Sheet ____ of ____
| Date | Site | Client goal (no names) | Outcome type | Minutes | Supervisor initials |
|---|---|---|---|---|---|
Outcome codes: DS device set up · IE home internet enrolled · PA portal activated · TV telehealth visit completed · BA benefits application submitted · RC referral closed · — no outcome yet. Minutes this sheet: ________
For licensed Group Leaders
The full guide — schedules, 12 session plans, answer keys, logs, assessments and the certificate — comes with a county, school or agency license.
Contact us for a county/school licenseAmbassador? Sign in to unlockYou are reading a free 5-page preview.Supervisor sign-off sheet
Learner: ________________________ Site: ________________________ Supervisor: ________________________
Hours summary
| Month | Minutes logged | Outcomes logged | Supervisor initials |
|---|---|---|---|
| Total |
Competency check
| Competency | Meets | Not yet | Comment |
|---|---|---|---|
| Keeps scope and boundaries; refers medical questions | |||
| Protects privacy; never handles client passwords | |||
| Uses plain language and teach-back | |||
| Logs outcomes accurately and on time | |||
| Professional presence: on time, prepared, respectful | |||
| Makes warm handoffs and follows up referrals |
I confirm that the learner named above completed ________ hours of supervised digital health navigation work experience, and that the log entries are accurate to the best of my knowledge.
For licensed Group Leaders
The full guide — schedules, 12 session plans, answer keys, logs, assessments and the certificate — comes with a county, school or agency license.
Contact us for a county/school licenseAmbassador? Sign in to unlockYou are reading a free 5-page preview.What do you know about digital health?
Name: ______________________ Date: ____________ ☐ Pre ☐ Post Score: ____ / 10
Check one answer for each question. It is OK not to know yet — this shows how much you learn.
For licensed Group Leaders
The full guide — schedules, 12 session plans, answer keys, logs, assessments and the certificate — comes with a county, school or agency license.
Contact us for a county/school licenseAmbassador? Sign in to unlockYou are reading a free 5-page preview.Pre/post key
| # | Answer | Explanation |
|---|---|---|
| 1 | B · Access, skills and trust | Module 1: access, skills and trust. |
| 2 | C · Help them ask their care team | Module 1: medical decisions belong to the client and care team. |
| 3 | A · A phone or internet bill for eligible households | Module 4: Lifeline is a phone or internet discount. |
| 4 | D · Stop, and call the number on the card | Module 5: stop, check, call back. |
| 5 | B · Use their own login to help manage the patient’s portal, with permission | Module 6: proxy is a separate login with permission. |
| 6 | A · 15 minutes early | Module 7: test sound and video early. |
| 7 | C · On bare skin at heart level | Module 8: bare skin, arm supported at heart level. |
| 8 | B · MedlinePlus | Module 9: start with trusted sources. |
| 9 | C · The receiving service confirms the client was helped | Module 10: the loop closes when service is confirmed. |
| 10 | B · How well you taught | Module 11: it checks your teaching. |
How to give it
- Pre: first 10 minutes of session 1, before any teaching
- Post: the last session, before the final exam
- Same 10 items both times; no scores shared at the pre
How to use the results
- Enter both scores in the course for the cohort dashboard
- Gain = post score minus pre score
- Items most people miss at the pre tell you where to slow down
For licensed Group Leaders
The full guide — schedules, 12 session plans, answer keys, logs, assessments and the certificate — comes with a county, school or agency license.
Contact us for a county/school licenseAmbassador? Sign in to unlockYou are reading a free 5-page preview.Final exam blueprint
The final exam draws 25 questions from all module quizzes; 80% to pass. Items are scenario-based where possible. Set your retake rule before the cohort starts.
| Module | Topic | Items | What is tested |
|---|---|---|---|
| 1 | The Navigator Role | 2 | Scope, boundaries, digital divide |
| 2 | Intake and Documentation | 2 | Intake questions, minimum necessary, outcomes |
| 3 | Devices and Accessibility | 2 | Setup order, accessibility features |
| 4 | Getting Connected | 2 | Lifeline, low-cost plans, ACP ended |
| 5 | Online Safety and Privacy | 3 | Scams, passphrases, two-step, HIPAA basics |
| 6 | Patient Portals | 2 | Big four tasks, results, proxy access |
| 7 | Telehealth Visits | 2 | Pre-visit prep, troubleshooting, interpreters |
| 8 | Health Apps and Home Devices | 2 | Reading technique, app privacy |
| 9 | Reliable Information and AI | 2 | Who · When · Why, red flags, AI privacy |
| 10 | Benefits and Referrals | 2 | State portals, renewals, closed loop |
| 11 | Plain Language and Teach-Back | 2 | Teach-back, interpreters, older adults |
| 12 | Capstone | 2 | Full session flow, outcome logging |
| — | Total | 25 | Pass = 20 of 25 (80%) |
Certificate criteria
Digital Health Navigator Pro certificate
- All 12 modules complete (24 core hours logged)
- All 12 module quizzes taken
- Three capstone simulations, each with a logged outcome
- Final exam at 80% or higher
- Earns the Lead Navigator badge
Also shown on the certificate
- Navigator badge — 16-hour cohorts
- Work-readiness strand — 8 hours logged
- Work experience — hours signed by the supervisor (up to 180)
For licensed Group Leaders
The full guide — schedules, 12 session plans, answer keys, logs, assessments and the certificate — comes with a county, school or agency license.
Contact us for a county/school licenseAmbassador? Sign in to unlockYou are reading a free 5-page preview.The cohort dashboard
Every minute a learner spends in a video, eBook or Qwest is recorded. You see the cohort in one view and export what funders ask for.
| Dashboard view | What it shows | Use it for |
|---|---|---|
| Time on task | Minutes per learner, per module, per day — from video, eBook and Qwest activity. | WIOA and funder hour reports (CSV export) |
| Module completions | Which of the 12 modules each learner finished, and when. | Pacing; who needs a catch-up |
| Quiz scores | Each 5-question module quiz, first try and best try. | Reteach topics the cohort missed |
| Pre/post gain | Pre-assessment vs. post-assessment score (10 items). | Show learning gain to funders |
| Final exam | Score out of 25; pass at 80% (20 of 25). | Certificate eligibility |
| Badges | Navigator Rookie (4) · Guide (8) · Navigator (16) · Lead Navigator (24). | Celebrate; track hour milestones |
| Work-readiness hours | The 8-hour 21st Century strand, hour by hour. | Workforce program reporting |
| Internship hours | Logged minutes with supervisor sign-off, up to 180 hours. | Work-experience credit |
| Client outcomes | Six outcome types, counted and rolled up by ZIP on the PHIT Score Card. | Community impact by neighborhood |
PHIT Score Card
Client outcomes from the internship log roll up by ZIP code: devices set up, homes connected, portals activated, telehealth visits completed, applications submitted and referrals closed.
Your support rhythm
- Monthly leader webinars
- Quarterly roundtables and leaderboards
- Annual reach & engagement report
County and agency buyers: see theforce.health/for-counties/digital-health-navigator/.
For licensed Group Leaders
The full guide — schedules, 12 session plans, answer keys, logs, assessments and the certificate — comes with a county, school or agency license.
Contact us for a county/school licenseAmbassador? Sign in to unlockYou are reading a free 5-page preview.Glossary (1 of 3)
| Term | Definition | Module |
|---|---|---|
| 211 | A free phone line and website connecting people to local services. | 10 |
| Account recovery | The way to get back into an account after a forgotten password. | 3 |
| Activation code | A one-time code from the clinic used to create a portal account. | 6 |
| AI chatbot | A computer program that answers questions in everyday language. | 9 |
| Audio-only visit | A telehealth visit by phone without video. | 7 |
| Benefits portal | A state website for applying for and renewing public benefits. | 10 |
| Capstone | A final project that brings all the skills together. | 12 |
| Certificate | Proof that you completed the course and passed the exam. | 12 |
| Closed-loop referral | A referral where the receiving service confirms the client was helped. | 10 |
| Credible source | A source with clear authorship, evidence and no hidden sales motive. | 9 |
| Cultural humility | Staying curious and respectful about other people's beliefs and needs. | 11 |
| Digital divide | The gap between people who have internet access, devices and skills and those who do not. | 1 |
| Digital equity | When everyone has the access, skills and support to fully take part online. | 1 |
| Disinformation | False information shared on purpose to mislead. | 9 |
| Health literacy | The ability to find, understand and use health information. | 11 |
| HIPAA | The federal law that protects health information held by care providers and health plans. | 5 |
For licensed Group Leaders
The full guide — schedules, 12 session plans, answer keys, logs, assessments and the certificate — comes with a county, school or agency license.
Contact us for a county/school licenseAmbassador? Sign in to unlockYou are reading a free 5-page preview.Glossary (2 of 3)
| Term | Definition | Module |
|---|---|---|
| Hotspot | A device or phone setting that shares a data connection over Wi-Fi. | 4 |
| Intake | The first conversation to learn a client's goals and needs. | 2 |
| Lead Navigator | The badge for finishing all 24 hours. | 12 |
| Lifeline | A federal discount on phone or internet service for eligible households. | 4 |
| Live captions | Real-time text of what is being said. | 3 |
| Low-cost plan | A reduced-price internet plan offered by a provider to qualifying households. | 4 |
| Minimum necessary | Collect and share only the information needed for the task. | 2 |
| Misinformation | False information shared without intent to harm. | 9 |
| National Verifier | The federal system that checks Lifeline eligibility. | 4 |
| Outcome | A real change for the client, such as a portal activated. | 2 |
| Pairing | Connecting a device to a phone, usually by Bluetooth. | 8 |
| Passphrase | A long password made of several words. | 5 |
| Patient portal | A secure site or app to see your health record and contact your care team. | 6 |
| Permissions | Settings that let an app use the camera and microphone. | 7 |
| Phishing | A fake message designed to steal information or money. | 5 |
| Plain language | Clear, simple wording the reader understands the first time. | 11 |
For licensed Group Leaders
The full guide — schedules, 12 session plans, answer keys, logs, assessments and the certificate — comes with a county, school or agency license.
Contact us for a county/school licenseAmbassador? Sign in to unlockYou are reading a free 5-page preview.Glossary (3 of 3)
| Term | Definition | Module |
|---|---|---|
| Privacy policy | A statement of what data an app collects and shares. | 8 |
| Proxy access | Permission for another person to use their own login to help manage someone's portal. | 6 |
| Reading | One measurement, such as a blood pressure number. | 8 |
| Referral | Connecting a client to another service that can meet a need you cannot. | 1 |
| Referral log | A record of where a client was referred and whether it was completed. | 2 |
| Remote patient monitoring | Home devices that send health readings to a care team. | 8 |
| Scope of practice | The tasks a role is trained and allowed to do. | 1 |
| Screen reader | Software that reads what is on the screen out loud. | 3 |
| Secure message | A private message to the care team sent through the portal. | 6 |
| Simulation | A realistic practice scenario. | 12 |
| Software update | A free download that fixes problems and security holes. | 3 |
| Teach-back | Asking a person to explain or show what they learned. | 11 |
| Telehealth | Health care delivered by phone or video. | 7 |
| Two-step verification | A second check, such as a code by text, when logging in. | 5 |
| Waiting room | The screen where a patient waits until the clinician joins. | 7 |
| Warm handoff | Introducing a client directly to the next service. | 10 |
For licensed Group Leaders
The full guide — schedules, 12 session plans, answer keys, logs, assessments and the certificate — comes with a county, school or agency license.
Contact us for a county/school licenseAmbassador? Sign in to unlockYou are reading a free 5-page preview.Local resource worksheet
Fill this in before session 1, then copy it for every learner. Community: ______________________ Updated: ____________
| Resource · example | Local name / contact | Phone / website | Hours / notes |
|---|---|---|---|
| 211 help line Dial 2-1-1 (food, housing, utilities, transport) | |||
| Library Wi-Fi + computers Branch names, hours, computer-time limits | |||
| Low-cost internet plans Provider name, monthly price, who qualifies | |||
| Lifeline Apply through the National Verifier | |||
| Device lending or giveaway Library, digital inclusion office, nonprofit | |||
| Benefits portal AZ: Health-e-Arizona Plus · PA: COMPASS | |||
| Clinic portals in our area Health system name and portal help line | |||
| Telehealth help Clinic tech-support line; interpreter request line | |||
| Closed-loop referral platform AZ example: CommunityCares | |||
| Crisis and emergency 988 Suicide & Crisis Lifeline · 911 for emergencies |
Arizona example: Health-e-Arizona Plus for AHCCCS (Medicaid), SNAP and cash help. Pennsylvania example: COMPASS for Medicaid, SNAP and cash help. Check plan prices and program rules on the day you use them.
For licensed Group Leaders
The full guide — schedules, 12 session plans, answer keys, logs, assessments and the certificate — comes with a county, school or agency license.
Contact us for a county/school licenseAmbassador? Sign in to unlockYou are reading a free 5-page preview.
Certificate of Completion
This certifies that
has completed
Digital Health Navigator Pro
24 core hours in 12 modules · final exam score ______ % (80% to pass)
Learn It · Live It · Share It™ · Certificate of completion issued by the training organization. Not a state certification.
For licensed Group Leaders
The full guide — schedules, 12 session plans, answer keys, logs, assessments and the certificate — comes with a county, school or agency license.
Contact us for a county/school licenseAmbassador? Sign in to unlockYou are reading a free 5-page preview.
Help people get online, get connected and get to care.
Digital Health Navigator Pro · 24 core hours · 8 work-readiness hours · 180-hour internship log · Badges at 4, 8, 16 and 24 hours.
The Force for Health® Network · physician- and woman-led · Learn It · Live It · Share It™
© 2026 The Force for Health® Network. All rights reserved.
For licensed Group Leaders
The full guide — schedules, 12 session plans, answer keys, logs, assessments and the certificate — comes with a county, school or agency license.
Contact us for a county/school licenseAmbassador? Sign in to unlockYou are reading a free 5-page preview.