Assessing Organizational Ability To Provide Navigation Services

You can view the webinar recording below to receive continuing education credits. Supporting documents such as webinar slides, transcript, and additional resources are available to download by scrolling to the attachments section below.


This webinar is also available as podcasts on SoundCloud and iTunes.

Live Webinar Air Date: 
Wednesday, August 23, 2017 - 2:00pm

Individuals with serious mental illness (SMI) are less likely to receive coordinated care due to insufficient linkages between mental health care and other services. Navigation services coordinate care between the individual, the community, and the entire care team, leading to more holistic and person-centered care. This webinar reviews the Navigation Services In Behavioral Health – Organizational Assessment Tool (NAV OAT), a resource that assists organizations in assessing their ability provide navigation services to clients with SMI and to identify gaps and concrete next steps in the form of a customized action plan.

Presenters provide background information on navigation, discuss its importance, orient users to the NAV OAT, and speak to examples of how the NAV OAT has been used. Speakers also explore best practices for creating opportunities to integrate navigation services and share their experiences with implementing navigation services within their organizations.

Following the webinar, participants should be able to:

  1. Understand the importance of navigation services in providing integrated care to clients managing mental illness and/or substance use conditions;
  2. Recognize their organization’s ability to provide navigation services using the NAV OAT; and
  3. Identify concrete next steps for expanding their organization’s capacity to integrate navigation services.

Featured Speakers:

  • Alice Geis, DNP, APN, PMH-NP, Director of Integrated Healthcare, Trilogy Behavioral Healthcare, Assistant Professor, Rush University College of Nursing
  • Kimberly Smathers, MBA, Managing Consultant, The Lewin Group
  • Mindy Klowden, MNM, Director of Technical Assistance and Training, The National Council for Behavioral Health

Intended Audience:



This webinar is intended for a wide range of stakeholders – behavioral health and primary care providers, clinical leadership, and other members of the care team, such as patient navigators, care coordinators, peer support specialists, and community health workers.

CE Credit Information:


The Centers for Medicare & Medicaid Services (CMS) is accredited by the International Association for Continuing Education and Training (IACET) to offer continuing education credit.

  • The Centers for Medicare & Medicaid Services (CMS) is authorized by IACET to offer 0.1 Continuing Education Units (CEUs) for this activity. CEU will be awarded to participants who meet all criteria for successful completion of this educational activity. CEU credit for this course expires at midnight on August 23, 2020.

Instructions: After viewing the recording, please visit to access the post-test. More information can be found in the Continuing Education Credit Guide.

Individuals are strongly encouraged to check with their specific regulatory boards or other agencies to confirm that courses taken from these accrediting bodies will be accepted by that entity. 

Target Population: