Patient Navigator Competency Matrix

Assess and develop your patient navigator team with this comprehensive competency matrix

Patient navigators play a critical role in helping patients access care, understand their options, and coordinate treatment across complex healthcare systems. But identifying where your team excels—and where they need support—can be challenging without a structured assessment framework.

This Patient Navigator Competency Matrix template gives healthcare organizations, hospitals, clinics, and care coordination programs a clear, actionable way to evaluate navigator skills across five essential domains: healthcare systems knowledge, insurance navigation, care coordination, communication skills, and resource identification. Whether you're onboarding new navigators, conducting annual performance reviews, or planning targeted training programs, this form provides the structure you need.

Built for healthcare teams who value quality care coordination

Use this template to create consistent competency assessments that help you:

• Identify training priorities based on real skill gaps across your navigation team
• Support professional development with clear, measurable competency benchmarks
• Improve patient outcomes by ensuring navigators have the knowledge and skills to guide patients effectively
• Standardize evaluations across multiple locations, departments, or program types
• Track progress over time and measure the impact of training investments

The matrix format lets supervisors, program managers, or navigators themselves rate proficiency levels across multiple competency areas, with space to capture specific examples, development needs, and action plans.

Streamline skills assessment with Paperform

This form is built on Paperform, the all-in-one form platform trusted by healthcare organizations for patient intake, staff evaluations, training management, and operational workflows. With Paperform, you can customize the competency areas to match your program's specific requirements, add conditional logic to surface different questions based on navigator specialty, and connect submissions directly to your HR system, learning management platform, or Google Sheets for easy tracking.

Once assessments are complete, use Stepper (stepper.io) to automate follow-up workflows—such as routing development plans to training coordinators, scheduling check-in meetings, or triggering enrollment in recommended courses based on identified gaps.

With Paperform's professional themes and branding options, your competency matrix will look polished and on-brand, reinforcing the professionalism of your patient navigation program while making skills assessment smoother for everyone involved.