Establish the 16-phase workflow across identification, consent, initiating visit coordination, navigator assignment, disease-specific navigation, specialist coordination, medication management, care transitions, insurance/financial navigation, caregiver support, time tracking, billing review, claims, workforce ops, offboarding, and outcomes reporting. Build training programs covering CMS's 8 billable service categories: person-centered assessment, care coordination, health education, self-advocacy coaching, healthcare system navigation, behavioral change facilitation, social/emotional support, and leveraging condition knowledge.