Day-to-day operating brief
What Care Navigator work looks like in practice
A Care Navigator helps people identify and access suitable local support, often across health, social care, housing and voluntary services. Terms should cover referral sources, consent, identity, accessible communication, current service directories, warm handovers, waiting-list expectations and follow-up. The navigator should not diagnose, determine eligibility for another body, guarantee acceptance or share a person's circumstances across agencies without an appropriate basis. Responsible for providing safe, respectful care or support within competence, following care plans, protecting dignity, maintaining accurate care records and escalating welfare, safeguarding, medication or service concerns promptly The Employee is employed as Care Navigator in the Employer's Social Care business. The role involves providing safe, respectful care or support within competence, following care plans, protecting dignity, maintaining accurate care records and escalating welfare, safeguarding, medication or service concerns promptly The Employee must follow the social care operational controls that apply to care navigator work, including CQC requirements where applicable, safeguarding, care planning, medication procedures, dignity and privacy, accurate record keeping, escalation and safe working requirements The Employee must protect care plans, medication records, service user information, safeguarding records, family communications and any related personal data, operational records, system access details or confidential information accessed while performing care navigator duties Care Navigator work in Social Care must follow CQC requirements where applicable, safeguarding, care planning, medication procedures, dignity and privacy and the Employer's policies, data protection controls, health and safety rules, records, escalation routes and training requirements Care Navigator Safeguarding awareness Person-centred conduct Record accuracy Navigation is strongest when follow-up confirms whether the person understood the contact, reached the service and could meet its practical conditions. Digital exclusion, language, transport and caring responsibilities should be recorded as access barriers rather than treated as lack of engagement.
Responsibilities reflected in the contract
- Explore goals needs and access barriers.
- Identify current services and referral routes.
- Obtain and record appropriate consent.
- Make referrals and coordinate handovers.
- Track outcomes and escalate welfare concerns.
A realistic working scenario
A Care Navigator helps people identify and access suitable local support, often across health, social care, housing and voluntary services. Terms should cover referral sources, consent, identity, accessible communication, current service directories, warm handovers, waiting-list expectations and follow-up. The navigator should not diagnose, determine eligibility for another body, guarantee acceptance or share a person's circumstances across agencies without an appropriate basis.
Outputs to agree
- explore goals needs and access barriers
- identify current services and referral routes
- obtain and record appropriate consent
Records and evidence
- The population pathways and local directory.
- The contact channels and travel expectations.
- The consent referral and case-record process.
- The urgent welfare and safeguarding routes.
- Care plans.
- Care notes.
Reporting relationship
Typically reports to Registered Manager, Service Manager, Team Leader or Care Coordinator. Confirm the employer's actual reporting structure in the builder.
Authority and escalation
- A Care Navigator helps people identify and access suitable local support, often across health, social care, housing and voluntary services. Terms should cover referral sources, consent, identity, accessible communication, current service directories, warm handovers, waiting-list expectations and follow-up. The navigator should not diagnose, determine eligibility for another body, guarantee acceptance or share a person's circumstances across agencies without an appropriate basis.
- Obtain approval before committing expenditure, changing contractual commitments or making regulated or staffing decisions outside the assigned role.
Tools and systems
- Care record systems.
- Rostering systems.
- Medication records where authorised.
- Moving and handling equipment where trained.
- Secure communication tools.
Workplace context
- Care home, community care, client home or agreed care settings.
Training and certification
- Complete employer-required safeguarding training.
- Complete employer-required health and safety training.
Contract priorities
- the population pathways and local directory
- the contact channels and travel expectations
- the consent referral and case-record process
- the urgent welfare and safeguarding routes
Information the employer should prepare
- the population pathways and local directory
- the contact channels and travel expectations
- the consent referral and case-record process
- the urgent welfare and safeguarding routes
- the supervisor health council and voluntary contacts
Individually written and reviewed against the maintained role record.