Oncology Insights

Oncology Case Management and Navigation: How do they differ?

October 14, 2024
Caring for and treating a patient with cancer is complex. Many patients struggle to coordinate therapy, managing appointments, and balance finances. Over the years, the Centers for Medicare and Medicaid (CMS), practices, and payers have incorporated case management and navigation services as part of a patient care plan.

However, the distinction between case management and navigation services may be unclear. Case management is implemented by a health care professional, typically a nurse and has varying titles such as Discharge Planners, Life Coaches, Navigators, Population Health Managers, Social Workers, or Care Managers.1 According to the Case Management Society of America, “case management is a collaborative process of assessment, planning facilitation, care coordination, evaluation, and advocacy for options and services to meet an individual’s and family’s comprehensive health needs through communication and available resources to promote patient safety, quality of care, and cost-effective outcomes”.1 A case manager may also assist with clinical trial enrollment and help to decrease hospital readmission with the goal of improving health outcomes, enhancing the health care experience, and reducing cost of care.2,3

Despite multiple studies demonstrating the case management derived savings, the lack of standard guidelines and validated evaluation tools hamper consistent identification for cancer patients. ⁴ A systematic review of multiple studies reported incremental cost-effectiveness ratios below a willingness-to-pay threshold of US $50,000 for the gain of 1 quality-adjusted life year (QALY).⁵ Significant benefit and savings are derived from the management of high-intensity intervention such as self-management, clinic visits, hospital admission, length of stay, emergency department visits, and inpatient cost.⁶

Currently, billing for cancer case management activities uses the CMS procedural terminology codes for care management for chronic conditions.⁷

The American Cancer Society defines patient navigators as those who help patients, families, and caregivers decrease barriers to prompt and quality health care including financial and psychosocial resources. In general, a navigation team consists of clinical and non-clinical members and are typically employed by a health care-, advocacy-, and/or community-based organization.⁸ Oncology patient navigation begins with prevention and detection and continues through diagnosis, treatment, survival, and end-of-life. 

The Enhanced Oncology Model (EOM) includes patient navigation as part of the infrastructure to support patients and improve care. In the EOM, navigation services include connecting patients to follow-up and support services, providing access to clinical trials, helping patients navigate the health care system to help “drive transformation and improve care coordination in oncology care by preserving and enhancing the quality of care.”⁹

Savings associated with navigation have also proven difficult to quantify. However, a study by Worland and colleagues found a total mean cost of care decrease of $459 PMPM for navigated group compared to non-navigated group.

In the 2024 CMS completed coding and reimbursement for Principal Illness Navigation (PIN) services, which allows oncology practitioners can bill and receive Medicare payment for patient navigation services performed under the direction of a billing practitioner.10,11

From the evolution of tumor specific diagnostics, precision medicine, and patient derived therapies enhancements to cancer care continue to flow through the pipeline. Many of these innovations create a complex road that patients must traverse. Case management and navigation has proved benefits. However, there is a need for studies using validated tools to better quantify their contribution to cancer care. 

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References:
  1. Case Management Society of America. What is Case Management. Retrieved on Oct 12, 2024, from https://cmsa.org/case-management-at-a-glance/.
  2. Hunter T, Nelson JR, Birmingham J. Preventing readmissions through comprehensive discharge planning. Prof Case Manag. 2013 Mar-Apr;18(2):56-63; quiz 64-5. doi: 10.1097/NCM.0b013e31827de1ce.
  3. Fors, M. The Role of Case Management: Improving Outcomes and Addressing Health Disparities in Cancer Care. Oncology Nursing. News Educating Nurses and Providers. (2021). Retrieved on Oct 14, 2024, from https://www.oncnursingnews.com/view/the-role-of-case-management-improving-outcomes-and-addressing-health-disparities-in-cancer-care.
  4. Wang N, Chen J, Chen W, et al. The effectiveness of case management for cancer patients: an umbrella review. BMC Health Serv Res. 2022 Oct 14;22(1):1247. doi: 10.1186/s12913-022-08610-1.
  5. Klaehn A, Jaschke J. Cost-effectiveness of Case Management: A Systematic Review. Retrieved on Oct 11, 2024 from https://www.ajmc.com/view/cost-effectiveness-of-case-management-a-systematic-review.
  6. Hudon C, Chouinard MC, Pluye P, et al. Characteristics of Case Management in Primary Care Associated With Positive Outcomes for Frequent Users of Health Care: A Systematic Review. Ann Fam Med. 2019 Sep;17(5):448-458. doi: 10.1370/afm.2419.
  7. Centers for Medicare and Medicaid Services. Retrieved on Oct 14, 2024 from https://www.cms.gov/priorities/innovation/innovation-models/enhancing-oncology-model 
  8. Worland SC, Albin M, Dorsey B, et al. Evaluating the effect of a scalable cancer-navigation program on total cost of care. Retrieved on October 13, 2024 from https://ascopubs.org/doi/10.1200/JCO.2022.40.28_suppl.004
  9. ASCO in Action: News, Advocacy, and Analysis on Cancer Policy. Retrieved on Oct 14, 2024 from https://society.asco.org/news-initiatives/policy-news-analysis/resources-available-using-new-patient-navigation-codes.
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