How do you use patient advocacy tools without crossing professional boundaries?

1 Define your role

One of the first steps to avoid crossing professional boundaries is to clearly define your role and scope of practice as a patient advocate. You should explain to the patient what you can and cannot do, and what your limitations and responsibilities are. For example, you can provide information and education, but you cannot give medical advice or diagnosis. You can facilitate communication, but you cannot speak on behalf of the patient or interfere with the provider-patient relationship. You can also clarify how you will protect the patient's privacy and confidentiality, and obtain their consent for any actions you take on their behalf.

2 Use appropriate communication

Another key aspect of using patient advocacy tools without crossing professional boundaries is to use appropriate communication skills and techniques. You should always communicate with respect, empathy, and professionalism, and avoid any language or behavior that could be perceived as rude, judgmental, or coercive. You should also listen actively and attentively to the patient and the provider, and acknowledge their perspectives and concerns. You should ask open-ended questions, clarify any misunderstandings, and summarize the main points. You should also encourage the patient to speak up and express their views, and support them to ask questions and seek clarification from the provider.

3 Collaborate with the team

A third tip to use patient advocacy tools without crossing professional boundaries is to collaborate with the healthcare team and foster a positive and constructive relationship. You should recognize the expertise and authority of the provider, and respect their role and decisions. You should also acknowledge the challenges and constraints that the provider may face, and avoid any confrontations or conflicts. You should seek to understand the provider's perspective and rationale, and offer your insights and feedback in a respectful and constructive way. You should also work with the provider to identify and address any barriers or gaps that may affect the patient's care, and find solutions that are acceptable and beneficial for both the patient and the provider.

4 Empower the patient

A fourth tip to use patient advocacy tools without crossing professional boundaries is to empower the patient and help them become more confident and autonomous in their care. You should not take over the patient's role or make decisions for them, but rather support them to make their own choices and take their own actions. You should provide information and education that is relevant, accurate, and understandable, and help the patient weigh the pros and cons of different options. You should also help the patient identify and express their goals, values, and preferences, and advocate for their rights and interests. You should also help the patient develop skills and strategies to cope with their condition, manage their symptoms, and access resources and support.

5 Reflect on your practice

A fifth and final tip to use patient advocacy tools without crossing professional boundaries is to reflect on your own practice and evaluate your performance and impact. You should be aware of your own values, beliefs, and biases, and how they may influence your interactions and interventions. You should also seek feedback from the patient, the provider, and your peers, and identify any areas for improvement or learning. You should also monitor and document your activities and outcomes, and report any issues or concerns that may arise. You should also celebrate your successes and acknowledge your contributions to the patient's care and well-being.

6 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?