The intelligence behind every patient journey

Navigate is the platform that brings together patient journey design, automation, visibility, and analytics so your team can deliver consistent, connected patient experiences at scale.

Journey modeling

Care journeys built in the system, not somone's head

Every patient journey your organization runs can be designed, deployed and managed in Navigate — not a static document, not tribal knowledge. Journey designs evolve based on performance data, with new versions rolled out without disruption.

Journey Orchestration

The right next step in the journey, delivered automatically

Navigate delivers the next action for every patient automatically, through the right channel, at the right moment, with staff focused on high-judgment interventions rather than routine coordination.

Journey STate

Know the status of every patient, without the chasing

For any patient in any journey, Navigate can answer "where are they, what's done, what's outstanding, and what's at risk" in a single view. Assembled from every system and touchpoint, updated in real time, with a complete audit trail of how they got there.

Journey analytics

Continuously optimized to perform

Gain a complete view of every patient journey, with metrics that connect every touchpoint and system to show where patients are converting, where they're stalling, and where intervention is needed.

Why practices choose Navigate

Unlike disconnected point solutions, Navigate brings each patient interaction into one connected journey.

  • Design the patient journey in one platform
  • Automate the next right step for your patients
  • See exactly where every patient stands
  • Continuously optimize journey performance over time
Read the Terra Case Study

Navigate complements Learn and Sign to provide a seamless, end-to-end experience.


Built to work hand-in-hand with Learn and Sign, Navigate brings education, consent, and coordination together in one connected experience, helping clinics reduce delays, simplify handoffs, and keep patients moving forward.

Ready to create more connected patient journeys?
See how Navigate works