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You’re a patient advocate with a heavy workload. How can you delegate tasks without compromising care?

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As a patient advocate, you have a lot of responsibilities and demands on your time. You need to communicate with patients, families, providers, insurers, and other stakeholders, while ensuring that the patients' rights, preferences, and needs are respected and met. But how can you manage your workload without compromising the quality of care and advocacy you provide? Here are some tips on how to delegate tasks effectively and ethically.

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1 Identify what you can delegate

When delegating tasks, not all are suitable for delegation. Some require your expertise, judgment, or authority as a patient advocate; such as making decisions for the patient, negotiating with insurers, or resolving conflicts with providers. Whereas, you can delegate tasks that are routine, administrative, or informational; such as scheduling appointments, sending reminders, collecting data, or providing basic education. To identify what you can delegate and ensure it is within the scope and competence of the person you are delegating to, ask yourself if the task requires your personal involvement or relationship with the patient or other parties. Additionally, consider if the task has legal or ethical implications that you need to oversee or handle and if it aligns with the patient's goals and preferences.

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Dr. Tanuja S.

Director at Helpful Hearts Advocate for Preventive Healthcare & Employee Well-being | Transforming Workplace Health Across India | Revolutionizing Employee Health in India | Corporate Wellness Visionary |
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To delegate tasks without compromising care as a patient advocate, I would first assess the complexity and urgency of each task. I would then assign tasks to qualified team members, provide clear instructions, and communicate expectations. I would also follow up regularly to ensure tasks are completed effectively and address any issues promptly.

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Yimdriuska (Gigi) Magan MD, MPH, CPH

Physician | Digital Health Equity Advocate | Committed to Reducing Health Disparities with Technology
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Balancing a heavy workload without compromising care starts with recognizing one's limits and efficiently prioritizing patient issues. As a primary care physician, seeing patients in 15-20 minutes, I prioritize urgent needs first during appointment with my patients. Knowing the healthcare system and my team’s strengths allows for effective delegation. For complex cases, I involve specialists like health educators, physical therapists and pharmacists, ensuring comprehensive care. A follow-up appointment is critical for addressing any unresolved issues, maintaining high care standards despite time constraints.

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Maria Luisa Gomez Guillamon Revilla

Family Medicine Physician @ Servicio Andaluz de Sa | Primary Care | Emergency Care | Telemedicine | Prevention and Health Promotion |
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Me parece un tema delicado la delegación de la salud de tus pacientes a otros profesionales de otras profesiones por sobrecarga de trabajo. Pero respondiendo a la pregunta de una forma más objetiva, creo que la primera delegación debería llevarse hacia los propios pacientes, es decir, educación a la población. Y me explico con esto: El mejor conocedor de una enfermedad crónica ( manejo por atención primaria) no es sino aquel que el propio paciente, por lo que ense?arle a la población signos o síntomas de alarma de su propia enfermedad, cuando deben acudir a consulta para sus controles rutinarios, manejo de tratamiento...podría disminuir esa carga a veces de trabajo y no llegar a la subdelegación de tareas ( ejemplo 1)

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Gabriel Redondano

Diretor Técnico Médico Hospital Vera Cruz, CEO e Fundador Grupo Care Anestesia, Médico-Anestesista. Gestor Inova??o em Healthcare CRM: 116688 / RQE: 30533 TSA, DESAIC, CAAD, Post-MBA
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Para delegar tarefas sem comprometer o cuidado do paciente, identifique as atividades delegáveis, focando em tarefas administrativas ou burocráticas. Conhe?a as habilidades da sua equipe para delegar de forma eficaz, garantindo que cada tarefa esteja alinhada com as competências de quem a executará. Ofere?a treinamento necessário e comunique expectativas claras. Implemente sistemas de suporte para facilitar a comunica??o e o acompanhamento do progresso. Mantenha-se acessível para perguntas e suporte, monitorando regularmente o andamento das tarefas e fornecendo feedback construtivo. Reconhe?a o esfor?o da equipe, valorizando suas contribui??es para manter a qualidade do cuidado ao paciente.

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2 Choose the right person to delegate to

When delegating tasks, it is important to find the right person to assign the task to. Depending on its nature and complexity, this could be a colleague, a volunteer, a student, or a family member. Their skills, knowledge, and experience in the task area should be taken into account, as well as their availability, reliability, and commitment. Additionally, their rapport and communication with the patient and other parties should be considered, as well as their willingness and ability to follow instructions and feedback.

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3 Provide clear instructions and expectations

When you delegate a task, you need to communicate clearly what you want the person to do, why, how, and when. You should also explain the expected outcomes, standards, and criteria for the task, and how you will monitor and evaluate their performance. You should also provide them with the necessary resources, tools, and support to complete the task, such as access to information, contacts, or training. You should also clarify the boundaries and limits of their authority and responsibility, and what they should do if they encounter any problems or issues.

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Sergio Pinheiro

Advogado
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Delegar qualquer tipo de tarefa, dentro do ambiente de trabalho, dentro de um time formado por pessoas num mesmo comprometimento, e objetivo, é demonstrar confian?a e certeza de que, o que se pede, será realizado dentro do determinado e esperado.

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4 Follow up and give feedback

Delegating a task does not mean that you are no longer accountable or involved in it. You still need to follow up and check on the progress and quality of the task, and provide feedback and guidance to the person you delegated to. You should also acknowledge and appreciate their efforts and contributions, and recognize their achievements and learning. You should also solicit their feedback and suggestions on how to improve the delegation process and outcomes.

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Sergio Pinheiro

Advogado
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Na minha experiência, delegar e se fazer presente, e disponível, dá a seguran?a necessária a equipe na realiza??o das tarefas, e qualidade do trabalho.

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5 Review and reflect on your delegation

Delegation is not a one-time event, but an ongoing process that requires constant review and reflection. You should evaluate the results and impacts of your delegation, both for yourself, the person you delegated to, and the patient. You should also identify the challenges and barriers that hindered or facilitated your delegation, and how you can overcome or leverage them in the future. You should also assess your own strengths and weaknesses as a delegator, and how you can enhance your skills and confidence in this area.

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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?

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You’re a patient advocate with a heavy workload. How can you delegate tasks without compromising care?

1

2

3

4

5

6

1 Identify what you can delegate

2 Choose the right person to delegate to

3 Provide clear instructions and expectations

4 Follow up and give feedback

5 Review and reflect on your delegation

6 Here’s what else to consider

Patient Advocacy

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You’re a patient advocate with a heavy workload. How can you delegate tasks without compromising care?

1

2

3

4

5

6

1 Identify what you can delegate

2 Choose the right person to delegate to

3 Provide clear instructions and expectations

4 Follow up and give feedback

5 Review and reflect on your delegation

6 Here’s what else to consider

Patient Advocacy

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