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How can you promote shared decision-making in case management?

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Shared decision-making (SDM) is a collaborative process that involves patients, case managers, and other health care providers in making informed choices about health care plans and interventions. SDM can improve patient satisfaction, engagement, adherence, and outcomes, as well as reduce costs and conflicts. However, promoting SDM in case management can be challenging, as it requires effective communication, education, and empowerment skills. Here are some strategies that can help you foster SDM in your case management practice.

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Evalyn D Patterson

Patient Access Representative
Blanche Kohen ♀????

I Teach Women Over 40, Who Struggle With Age-related Illnesses & Have Tried Everything Else in Vain, How To Decode…

1 Assess patient preferences and values

Before you engage in SDM with your patients, you need to understand their preferences, values, goals, and expectations. You can use various tools and methods to elicit this information, such as questionnaires, interviews, surveys, or decision aids. You should also assess your patients' readiness, willingness, and ability to participate in SDM, and tailor your approach accordingly. For example, some patients may prefer to delegate decisions to you or their family members, while others may want to have more control and input.

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Evalyn D Patterson

Patient Access Representative
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In my experience, having shared knowledge with Patient and families made for better decisions. Also, letting the Patient feel like they are in somewhat control makes for a better outcome.

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Blanche Kohen ♀????

I Teach Women Over 40, Who Struggle With Age-related Illnesses & Have Tried Everything Else in Vain, How To Decode Their Health Metrics+Engage Providers For Tailored Care Towards A Cure?Expert, Applied Molecular Biology.
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Imagine you’re a chef creating a personalized pizza. You ask your customer (the patient), “What toppings do you love? What do you dislike?” Assessing patient preferences is like choosing the right toppings—some want extra cheese (comfort), while others prefer veggies (natural remedies). Understanding their values ensures a customized recipe for health.

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2 Educate patients and providers

One of the key elements of SDM is providing patients with accurate, relevant, and understandable information about their health condition, treatment options, benefits, risks, and uncertainties. You can use different formats and sources to deliver this information, such as brochures, videos, websites, or experts. You should also check your patients' comprehension and address any questions or concerns they may have. Moreover, you should educate your fellow health care providers about the importance and principles of SDM, and encourage them to support your patients' involvement and autonomy.

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Evalyn D Patterson

Patient Access Representative
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An example of an inclusion would be allowing the patients to feel as if the decisions are theirs based on cognitive discussions on their healthcare. presenting all sides of the issue and letting families be involved. Always be inclusive when it comes to decision-making if the patient is able to be active and alert for the discussions

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Blanche Kohen ♀????

I Teach Women Over 40, Who Struggle With Age-related Illnesses & Have Tried Everything Else in Vain, How To Decode Their Health Metrics+Engage Providers For Tailored Care Towards A Cure?Expert, Applied Molecular Biology.
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Think of this as a treasure hunt. Patients are explorers, and providers are their guides. The map (education) shows them paths—medications, lifestyle changes, or surgeries. Explain the pros and cons, risks, and benefits. It’s like teaching a dragon-slaying technique—knowledge empowers!

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3 Facilitate dialogue and deliberation

Another essential component of SDM is facilitating dialogue and deliberation between patients and providers. You should use open-ended questions, active listening, empathic responses, and motivational interviewing techniques to elicit your patients' perspectives, preferences, and values. You should also help your patients weigh the pros and cons of each option, compare them with their goals and expectations, and explore their emotions and beliefs. Furthermore, you should involve your patients' family members, caregivers, or advocates in the discussion, if appropriate and desired by your patients.

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Evalyn D Patterson

Patient Access Representative
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I agree with this course of action. However, too much information may be overwhelming for all parties that are nonmedical. Keep statement, simple, and direct so that everyone understands and contribute.

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Blanche Kohen ♀????

I Teach Women Over 40, Who Struggle With Age-related Illnesses & Have Tried Everything Else in Vain, How To Decode Their Health Metrics+Engage Providers For Tailored Care Towards A Cure?Expert, Applied Molecular Biology.
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Picture a roundtable discussion (like King Arthur’s knights). Patients, providers, and maybe a wise pharmacist gather. Everyone shares their insights. It’s like planning a quest—should we take the forest path (conservative treatment) or the mountain trail (surgery)? Deliberate together!

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4 Negotiate and agree on a plan

The final step of SDM is negotiating and agreeing on a health care plan that reflects your patients' informed preferences and values, as well as the best available evidence and clinical judgment. You should present the options in a balanced and unbiased way, and avoid imposing your own opinions or preferences. You should also respect your patients' right to decline or defer a decision, or change their mind later. Additionally, you should document the decision-making process and the agreed plan, and share it with your patients and other providers.

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Blanche Kohen ♀????

I Teach Women Over 40, Who Struggle With Age-related Illnesses & Have Tried Everything Else in Vain, How To Decode Their Health Metrics+Engage Providers For Tailored Care Towards A Cure?Expert, Applied Molecular Biology.
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Imagine you’re trading Pokémon cards. Patients have their favorites (preferences), and providers have theirs (evidence-based options). Negotiation is finding common ground. Maybe the patient wants herbal tea (alternative therapy), but the provider suggests antibiotics (traditional medicine). Together, they agree on a blend!

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5 Implement and monitor the plan

After you have reached a consensus with your patients on a health care plan, you need to implement and monitor it effectively. You should coordinate with other providers to ensure that the plan is executed according to the agreed terms and conditions. You should also follow up with your patients regularly to assess their progress, satisfaction, adherence, and outcomes. Moreover, you should revisit the plan periodically and revise it as needed, based on your patients' feedback, preferences, and values, as well as any changes in their health status or circumstances.

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Blanche Kohen ♀????

I Teach Women Over 40, Who Struggle With Age-related Illnesses & Have Tried Everything Else in Vain, How To Decode Their Health Metrics+Engage Providers For Tailored Care Towards A Cure?Expert, Applied Molecular Biology.
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Pretend you’re gardening. You’ve planted seeds (treatment plan). Water them (follow instructions), watch for sprouts (progress), and pull weeds (side effects). It’s teamwork! Just like growing sunflowers, health needs nurturing.

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6 Evaluate and improve your SDM skills

As a case manager, you should also evaluate and improve your SDM skills continuously. You can use various tools and methods to measure your SDM performance, such as self-assessment, peer feedback, patient feedback, or standardized instruments. You should also seek opportunities to learn from your experiences, challenges, and successes, and identify areas for improvement. Additionally, you should seek professional development and training in SDM, and participate in networks and communities of practice that promote SDM in case management.

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Blanche Kohen ♀????

I Teach Women Over 40, Who Struggle With Age-related Illnesses & Have Tried Everything Else in Vain, How To Decode Their Health Metrics+Engage Providers For Tailored Care Towards A Cure?Expert, Applied Molecular Biology.
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Think of this as leveling up in a video game. After each quest (patient encounter), reflect: “Did I listen well? Did I explain clearly?” It’s like collecting XP (experience points). Keep learning—maybe attend SDM workshops (wizard training) or read books (magic scrolls).

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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?

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How can you promote shared decision-making in case management?

1

2

3

4

5

6

7

1 Assess patient preferences and values

2 Educate patients and providers

3 Facilitate dialogue and deliberation

4 Negotiate and agree on a plan

5 Implement and monitor the plan

6 Evaluate and improve your SDM skills

7 Here’s what else to consider

Healthcare

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How can you promote shared decision-making in case management?

1

2

3

4

5

6

7

1 Assess patient preferences and values

2 Educate patients and providers

3 Facilitate dialogue and deliberation

4 Negotiate and agree on a plan

5 Implement and monitor the plan

6 Evaluate and improve your SDM skills

7 Here’s what else to consider

Healthcare

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