Your care team should diagram exactly how an office visit currently works before considering how to change it to include patient self-management support (PSMS). This primer on process mapping(2 page PDF) shows how to create a map of the current process.
Keeping the care team's experience with PSMS skills and tools in mind, decide how PSMS can best be integrated into the office visit. Questions about roles and responsibilities could include:
Determine how to shift workloads to accommodate new roles and responsibilities, then create a new process map that incorporates PSMS and new roles/responsibilities.
Keep a record of your decisions and the new workflow. You also may need to update job descriptions.
The new workflow may look good on paper, but put it into practice to make sure. A test run with a small group of patients will tell you whether the workflow needs modification to operate smoothly.
Difficulty: Easy, unless there is resistance to change
Outcome: A workflow that accommodates patient self-management support
Time to Complete: Two weeks
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Establish Workflow: Patient Self-management