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Valuing the patient voice: Leveraging a self-reported comprehensive assessment instrument to support shared decision-making and goal-oriented care Cover

Valuing the patient voice: Leveraging a self-reported comprehensive assessment instrument to support shared decision-making and goal-oriented care

Open Access
|Apr 2025

Abstract

Introduction: Around the world, people are living longer in their communities. To support aging in place, understanding a person’s holistic care needs, including information about caregiver support, is essential to develop meaningful plans for integrated care centered around preferences, strengths, and needs. Using evidence-based assessment instruments to support these discussions are essential for meaningful engagement and shared decision-making between patients, caregivers, and providers. The interRAI Check Up (CU) and Self-Reported Carer Needs (SCaN) are validated self-report instruments which allow patients and caregivers to describe needs from their perspective, and express concerns which may be overlooked in traditional health and social care interactions. Upon completion, these instruments produce outputs that can help identify client risks and needs. Integrating self-report outputs into clinical conversations to build the client narrative and understand their unique context supports a collaborative care planning process.

Workshop purpose: In this workshop participants will gain exposure to, and experience working with, outputs of self-reported comprehensive assessment instruments to support shared decision-making and a person-centred care planning process. Participants will engage with a client case to consider how assessment outputs can be used as part of a clinical interview process to identify goals, prioritize care needs, facilitate patient and caregiver engagement in decision-making, and share information across care-settings, enabling integrated care. Information will be shared on how person-level information can be used to support organization-level insights on service needs and care quality.

Workshop Structure and Objectives: This 90-minute workshop will leverage presentation, case study and group discussion to meet workshop objectives. First, a brief introductory presentation (~15min) will provide attendees with necessary background on the self-report instruments and their global use. Following this, details of a client case (~5min), to be leveraged for workshop activities and discussions, will be presented. Participants will then obtain hands-on exposure to completing the assessments based on the case presented (~20min). A brief overview of assessment outputs (~10min) will be followed by a facilitated discussion of how assessment results can be used to engage clients and caregivers in care planning and how information may be shared across settings to facilitate integrated care (~20min). Tables will share their insights (~10min) with the group before a final presentation on how person-level data can support organization-level planning and decision making (~10 min).

By the end of this workshop, participants will be able to:

1)Describe the value of self-report instruments for person-centred, goal-oriented care

2)Explain how to use assessment summaries to support prioritization and shared decision-making

3)Integrate self-report instrument outputs with open-ended questioning to build the client narrative

4)Recognize the importance of both the client and caregiver perspective when designing client care plans

Audience: The content of this interactive workshop is appropriate all conference attendees, regardless of their role (including patients/caregivers, direct care providers, health system leaders and researchers). Using clinical cases and role-play, all necessary information to participate in workshop activities and discussions will be included. No prior knowledge of or experience with shared decision making and care planning is necessary.

 

Language: English
Published on: Apr 9, 2025
Published by: Ubiquity Press
In partnership with: Paradigm Publishing Services
Publication frequency: 4 issues per year

© 2025 Margaret Saari, Jacobi Elliott, Justine Giosa, Len Gray, Krista Mathias, Johanna de Almeida Mello, Melanie E Thomasson, Harm Van Mariwjk, Natalie Vereker, George Heckman, published by Ubiquity Press
This work is licensed under the Creative Commons Attribution 4.0 License.