Roles and Scope of Practice

CHW Core Consensus Project (C3) 

C3 REPORT 5.1.2016

The 2016 progress report of the CHW Core Consensus (C3) Project has been released.  It can be downloaded from the following link:
Also we are pleased to announce the sponsorship commitment from Sanofi-US for the next phase of C3, which will include outreach to multiple stakeholder groups; recommendations on distinct CHW role and skill definitions between clinic- and community-based work settings; and methods for assessing proficiency in CHW core skills
To sign up for future updates from C3, please go to this link


Health In All Policies

California is one of the first states to have a state level commitment to  Health in all Policies  easing the way to integrating CHWs in all Policy Areas

Health in all Policies Guide (169 pages)

Health in all Policies Guide (169 pages)

Roles and Scope of Practice of CHW

Roles and Tasks of CHW (pg8 )

Role I: Outreach and Community Mobilization

  • Preparation and dissemination on materials
  • Case finding and recruitment
  • Community Strengths ( Needs Assessment)
  • Home Visiting
  • Promoting Health Literacy

Role II: Community/Cultural Liaison

  • Community Organizing
  • Advocacy
  • Translation and Interpreting
  • Community Strengths/Needs Assessment

Role III: Case Management and Care Coordination

•Family engagement
•Individual Strengths/needs Assessment
•Addressing basic needs- food shelter, etc
•Promoting health literacy
•Coaching on problem solving
•Goal setting and action planning
•Supportive counseling
•Co-ordinate referrals and follow-ups
•Feedback to medical providers
•Treatment adherence promotion

Role IV: Home Based Support

  • Family engagement
  • Home visiting
  • Environmental assessment
  • Promoting health literacy
  • Supportive counseling
  • Coaching on problem solving
  • Action plan implementation
  • Treatment adherence promotion
  • Documentation

Role V: Health Promotion and Health Coaching

  • Translation and interpretation
  • Preparation and dissemination of materials
  • Teaching health promotion and prevention
  • Coaching n problem solving
  • Modeling behavior change
  • Promoting health literacy
  • Adult learning application
  • Harm reduction
  • Treatment adherence promotion
  • Leading support groups
  • Documentation

Role VI: System Navigation

  • Translation and interpretation
  • Preparation and dissemination of materials
  • Promoting health literacy
  • Patient Navigation
  • Addressing basic needs- food shelter etc
  • Coaching on problem solving
  • Coordination, referrals and follow-ups
  • Documentation

Role VII: Participatory Research

•Preparation and dissemination of materials
• Advocacy
•Engaging Participatory research partners
•Facilitating translational research interviewing
•Computerized data entry and web searches



CHW Core Competencies ( -page 3)

Seven Core Roles

  1. Bridging cultural mediation between communities and the health care system
  2. Providing culturally appropriate and accessible health education and information,often by using popular education methods
  3. Ensuring that people get the services they need
  4. Providing informal counseling and social support
  5. Advocating for individuals and communities
  6. Providing direct services( such as basic first aid) and administering health screening tests
  7. Building individual and community capacity

Prevention and control of chronic disease 

  • Support to multidisciplinary health teams
  • Outreach to individuals in the community setting
  • Educating the patient and their families on the importance of lifestyle change; adherence to their medication regimes and recommended treatments
  • Find creative ways to increase compliance with medications
  • Help patients navigate the healthcare system; enrollment eligibility, appointments, referrals;transportation, promoting continuity of care
  • Providing social support by listening to concerns of the patient and their family
  • Helping with problem solving strategies
  • Assessment of how well a self- management plan is helping the patient meet their own health goals
  • Assisting patients in obtaining home health devices to support self management
  • Supporting individualized goal setting using motivational interviewing 

Community Health Worker Initiative of Boston CHW core competencies
(14 page document- includes a summary)

Community~ Clinical Linkages (CCL) ( 2013 4pgs)   NACDD Makes the Case for Community-Clinical Linkages

National Association of Chronic Disease Directors
2200 Century Parkway, Suite 250
Atlanta, GA 30345
Jennie Hefelfinger, MS
Karma Edwards, MSPH


National Ethical Guidelines and Practice Standards National Practice Guidelines for Peer Supporters

Recovery is a process of change through which
individuals improve their health and wellness, live a self-directed life,
and strive to reach their full potential.

~~SAMHSA Working Definition of Recovery
(Last updated in 2011)

In addition to the SAMHSA Working Definition and Guiding Principles of Recovery, the following core values have been ratified by peer supporters across the country as the core ethical guidelines for peer support practice:
1. Peer support is voluntary
2. Peer supporters are hopeful
3. Peer supports are open minded
4. Peer supporters are empathetic
5. Peer supports are respectful
6. Peer supporters facilitate change
7. Peer supporters are honest and direct
8. Peer support is mutual and reciprocal
9. Peer support is equally shared power
10. Peer support is strengths-focused
11. Peer support is transparent
12. Peer support is person-driven