How can you establish boundaries with physicians while maintaining a collaborative relationship?

1 Understand your roles and responsibilities

The first step to establishing boundaries with physicians is to understand your roles and responsibilities as a case manager. You are not a subordinate, a colleague, or a friend of the physician. You are a professional who provides a distinct and valuable service to your clients and the health care system. Your role is to advocate for your clients' needs and preferences, facilitate access to resources and services, monitor and evaluate outcomes, and communicate effectively with all stakeholders. You should respect the physician's role as the primary medical decision-maker, but also assert your own expertise and authority as a case manager.

2 Communicate clearly and respectfully

The second step to establishing boundaries with physicians is to communicate clearly and respectfully with them. You should use appropriate channels and methods of communication, such as phone, email, or face-to-face meetings. You should also use professional language and tone, avoid personal or emotional comments, and focus on facts and evidence. You should be polite and courteous, but also firm and confident. You should express your opinions and recommendations, but also listen and acknowledge the physician's perspective. You should also document and confirm your communication in writing, especially when there are disagreements or changes in the plan of care.

3 Manage expectations and conflicts

The third step to establishing boundaries with physicians is to manage expectations and conflicts that may arise. You should clarify your expectations and goals with the physician at the beginning of the case, and update them as needed. You should also inform the physician of your scope of practice, limitations, and ethical standards. You should avoid making promises or commitments that you cannot keep, or accepting tasks that are beyond your role or capacity. You should also address any conflicts or issues with the physician as soon as possible, and seek resolution through negotiation, mediation, or escalation.

6 Balance your needs and boundaries

The sixth and final step to establishing boundaries with physicians is to balance your needs and boundaries as a case manager. You should not neglect or sacrifice your own well-being, health, or happiness for the sake of your work or relationship with the physician. You should recognize and respect your own needs and boundaries, such as your time, energy, emotions, and values. You should also practice self-care and stress management, such as taking breaks, exercising, meditating, or seeking counseling. You should also celebrate your achievements and successes, and reward yourself for your hard work and dedication.

7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?