Learn It
Live It
Share ItIntake and Documentation
in the Academy
📋 Welcome, Navigator!
Learn what people need and record what changed. This module takes about two hours across the video lesson, this eBook and the Qwest station.
By the end you can
- Run a respectful intake conversation
- Use a needs checklist to set one goal
- Record outcomes in a way a funder can count
🪙 You earn LEARN It coins as you turn the pages, and a chapter badge when you reach each section.
Intake and Documentation
Start with the person
Ask what they want to be able to do, not what they do not know. "I want to see my grandkids on video" is a better starting point than a skills test.
The four-question intake
1) What do you want to do online? 2) What device and connection do you have? 3) What has gotten in the way? 4) What would make today a win?
Set one goal per visit
Pick one goal the client can reach today, such as "log in to the portal". Small wins build confidence and bring people back.
Intake and Documentation continued
Consent and privacy
Explain what you will write down and why. Record only what you need. Store records the way your organization requires.
Outcomes that count
Record what changed, not just that you met: device set up, internet enrolled, portal activated, telehealth visit completed, benefits application submitted, referral made. These roll up into the PHIT Score Card.
Words Navigators Use
The first conversation to learn a client's goals and needs.
Collect and share only the information needed for the task.
A real change for the client, such as a portal activated.
A record of where a client was referred and whether it was completed.
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.
Your navigation 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
In the Qwest, the steps are shuffled. Put them in the best order to help the client and earn your LIVE It coins.
Keep navigating: Intake and Documentation
The rest of this eBook — the scenario, practice check, outcome log and answer key.
Get this eBook · $9.99All 12 eBooks + Ambassador membership · $49DHN Pro learners and Ambassadors: this series is included.Sign in to unlockCheck Your Navigation Skills
- How old are you?
- What do you want to be able to do online?
- Do you know what Wi-Fi is?
- Why don't you have internet?
- Do as little as possible
- Collect only the information you need
- Visit only once
- Use the cheapest device
- Met with client
- Portal activated
- Talked for 30 minutes
- Handed out a flyer
- One the client can reach today
- Five
- As many as possible
- None, just talk
- To grade the client
- So funders and the county can see what changed
- It is not needed
- To sell data
Answers are on page 11. In the Qwest this is the Boss Quiz — score 80% to earn the station badge.
Keep navigating: Intake and Documentation
The rest of this eBook — the scenario, practice check, outcome log and answer key.
Get this eBook · $9.99All 12 eBooks + Ambassador membership · $49DHN Pro learners and Ambassadors: this series is included.Sign in to unlockStation 2 Qwest Lab
Every challenge uses this module. Each one earns Live It coins and moves you toward the next Navigator rank.
Keep navigating: Intake and Documentation
The rest of this eBook — the scenario, practice check, outcome log and answer key.
Get this eBook · $9.99All 12 eBooks + Ambassador membership · $49DHN Pro learners and Ambassadors: this series is included.Sign in to unlockTeach It Forward
The fastest way to master a skill is to teach it. Your Share It challenge:
- Share one small digital win you helped someone reach this week (no names).
- Use teach-back: ask them to show you the step in their own words.
- Post what you learned (no client names) in your group or the Share It Studio to earn SHARE It coins.
Keep navigating: Intake and Documentation
The rest of this eBook — the scenario, practice check, outcome log and answer key.
Get this eBook · $9.99All 12 eBooks + Ambassador membership · $49DHN Pro learners and Ambassadors: this series is included.Sign in to unlockRecord What Changed
Log one row per client goal. These outcomes roll up to your program's PHIT Score Card. Record counts, never private health details.
| Date | Client goal | Outcome | Minutes | Next step |
|---|---|---|---|---|
Outcome codes: Device set up · Home internet enrolled · Portal activated · Telehealth visit completed · Benefits application submitted · Referral closed.
Keep navigating: Intake and Documentation
The rest of this eBook — the scenario, practice check, outcome log and answer key.
Get this eBook · $9.99All 12 eBooks + Ambassador membership · $49DHN Pro learners and Ambassadors: this series is included.Sign in to unlockAnswer Key
- B. What do you want to be able to do online? — Start with the person's goal.
- B. Collect only the information you need — Only what the task needs.
- B. Portal activated — An outcome is a real change.
- A. One the client can reach today — One reachable goal builds confidence.
- B. So funders and the county can see what changed — Outcomes prove impact and keep programs funded.
Source: Digital Health Navigator Pro, Force for Health Academy (2026). Program details such as Lifeline amounts and benefit portals change; check current information locally.
Keep navigating: Intake and Documentation
The rest of this eBook — the scenario, practice check, outcome log and answer key.
Get this eBook · $9.99All 12 eBooks + Ambassador membership · $49DHN Pro learners and Ambassadors: this series is included.Sign in to unlock12 modules. One navigator.
Each eBook pairs with a video lesson in the Force for Health Academy and a station in the Navigator Qwest.
theforce.health/digital-health-navigator · FFH Virtual LibraryKeep navigating: Intake and Documentation
The rest of this eBook — the scenario, practice check, outcome log and answer key.
Get this eBook · $9.99All 12 eBooks + Ambassador membership · $49DHN Pro learners and Ambassadors: this series is included.Sign in to unlock