Providing Navigation Services to Clients with Serious Mental Illness and Chronic Physical Health Conditions

You can view the webinar recording below to receive continuing education credits. Supporting documents such as webinar slides, transcript, speaker bios, 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: 
Monday, August 28, 2017 - 2:00pm

The second webinar in this two-part series focuses on how behavioral health organizations and providers can provide navigation services to their clients with serious mental illness (SMI) and common chronic physical health conditions. The webinar explores components of navigation services including personalized health coaching and wellness planning as well as actions navigators can take to link these individuals and their families to essential health and community services. The webinar features six condition-specific navigation tip sheets that highlight considerations related to the management of SMI and other physical conditions including diabetes, hypertension, congestive heart failure, HIV/AIDS, and COPD and asthma and smoking cessation.

Presenters highlight strategies that were implemented to successfully integrate navigation services within their organizations. Following the webinar, participants should be able to:

  1. Understand key functions and services that navigators can provide;
  2. Identify tangible steps to support individuals with SMI and chronic physical health conditions; and
  3. Facilitate conversations with clients on managing their chronic conditions and mental illness, using the RIC navigation tip sheets.

Featured Speakers:

  • Alice Geis, DNP, APN, PMH-NP, Director of Integrated Health, Trilogy Behavioral Healthcare, Assistant Professor, Rush University College of Nursing
  • Kimberly Smathers, MBA, Managing Consultant, The Lewin Group
  • Laurie Carrier, MD, Medical Director, Heartland Health Centers, Assistant Professor, Northwestern University College of Medicine
  • TJ Thurlow, Patient Navigator/Clinical Nurse, Trilogy Behavioral Healthcare, Faculty Practice RN, Rush University College of Nursing

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 28, 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: