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Home""> Practice Center > Health Promotion Curriculum > Time Management > Session 1

Health Promotion Curriculum: Time Management

"" Managing Time for Health Promotion

 

Session 1: Applying the Five-Step Time Management Model

Objectives

The objectives for this session are for the facilitator to:

  • Present the five-step Time Management Model for managing the health visit more efficiently.
  • Help learners acquire the knowledge and skills to prioritize goals for the health visit.
  • Help learners understand the role of collaboration and partnership when setting priorities for the health visit.

Materials

The materials and teaching aids needed for this session are:

Handouts:

Facilitator Form:

Teaching Aids:

  • Display board, flip chart, or chalkboard
  • Markers or chalk

""

Preparing for Session

Beginning the Session

Discussion and Exercises

Ending the session

 

Facilitator's Script:

facilitator's script  
 

Throughout the module is a script, designated by the star icon, which can be used to introduce issues, ask reflective questions, prompt discussion, elicit feedback, and summarize important take-home messages. The script can be read or preferably paraphrased by the educator(s) facilitating the teaching sessions.

Time

The time allocated for this session is 30 minutes.

Beginning the Session: Introductions

At the beginning of the session, the facilitator and learners should introduce themselves briefly. Ideas for creative introductions can be found in the introduction to the Facilitator’s Guide.

Setting the Context: The Bright Futures Concept

The facilitator introduces the learners to the Bright Futures concept of health by reading or paraphrasing the following:

facilitator's script  
 

The World Health Organization has defined health as “a state of complete physical, mental and social well-being and not merely the absence of disease or infirmity.” Bright Futures embraces this broad definition of health — one that includes not only prevention of morbidity and mortality, but also the achievement of a child’s full potential. In the Bright Futures concept of health, providing the capacity for healthy child development is as important as ameliorating illness or injury. Recognizing and acknowledging the strengths and resources of the child, family, and community are essential to promoting healthy growth and development.

To build that capacity, the Pediatrics in Practice curriculum focuses on six core concepts: Partnership, Communication, Health Promotion, Time Management, Education, and Advocacy. The curriculum also includes a companion module (Health) and videotape that present an overview of Pediatrics in Practice and the Bright Futures approach.

 

Introducing the Session

Before introducing the session, the facilitator distributes the handout Time Management: Managing Time for Health Promotion to the learners.

The facilitator paraphrases the following:

facilitator's script  
 

Today’s session is the first of two that comprise the Pediatrics in Practice Time Management module. In today's complex health care environment, time management skills have become indispensable tools for health promotion. Today's health professionals face intense pressures to provide health care for increasing numbers of children and their families, including many with complex medical and behavioral problems. The American Academy of Pediatrics, the Centers for Disease Control and Prevention, the U.S. Preventive Services Task Force, Bright Futures, and others recommend expanded health promotion and preventive services to meet these challenges. Yet, the average time for a pediatric health visit is only 14.2 minutes. In this session, we will discuss an approach or model for managing the limited time available, in order to accomplish as many goals as possible during the health visit.In today’s session, our objectives will be to:

  • Learn the five-step Time Management Model to manage the health visit more efficiently. Acquire the knowledge and skills to prioritize goals for the health visit.
  • Understand the role of collaboration and partnership when setting priorities for the health visit.

When we have completed the session, you should be able to answer the following questions:

  • How can I deliver enhanced health promotion services in a timely manner consistent with the real-world demands of pediatric health care, including care for children with medically and socially complex needs? How do core concepts and skills such as building a partnership with the family improve the efficiency of providing health promotion services? Improve time management?
  • How do interview questions improve the efficiency of the health visit?

 

Discussion and Exercises: Initial Self-Assessment Exercise 

The facilitator distributes the Initial Self-Assessment of Time Management handout
and says or paraphrases:

facilitator's script  
 

Before we begin, I am going to distribute copies of the handout Initial Self-Assessment of Time Management. Take 2 or 3 minutes to think about how frequently you use some of these time management tools. (This exercise is for your own personal use; it will not be collected.)

The facilitator initiates a brief discussion on the self-assessment exercise, using one of the following questions:

facilitator's script  
 

Looking at your self-assessment, let’s talk about areas where we could become more time-efficient.

OR:

Looking at your self-assessment, what areas seem to be most challenging for you? Why?

 

Applying the Five-Step Time Management Model

The facilitator now reads or paraphrases the following:

facilitator's script  
 

Time management helps us to use time in the most effective and productive way possible. The Time Management Model consists of five essential steps:

  1. Maximize time for health promotion (by minimizing documentation time). Clarify the health professional's goals for the visit. Identify the family's needs and concerns for the visit. Work with the family to prioritize goals for the visit.
  2. Suggest other options for addressing unmet goals.

We are now going to apply this model step by step, based on the case of Jacob Downing and his mother, who have come to the clinic for Jacob’s 4 month visit.

The facilitator distributes the handout Case Vignette: Jacob’s 4 Month Visit, Part 1 and asks one of the learners to read it aloud.

STEP 1: Maximizing Time for Health Promotion

After a learner reads the handout aloud, the facilitator reads or paraphrases:

facilitator's script  
 

The focus of this discussion is the implementation of each step of the model.

Step 1 of the Time Management Model is to maximize time for health promotion. This can be accomplished through a range of techniques, such as using checklists and standardized documentation forms. What strategies would you, as a pediatric provider, use to minimize the time spent documenting Jacob’s health visit in order to have more time to discuss the family’s health concerns?

Learners’ responses might include the following:

  • Use accurate screening and record-keeping forms to reduce documentation time. Ask Jacob's mother to complete standard screening forms while in the waiting room. (Bright Futures Encounter Forms for Families — described in the next session — not only help explain what happens during the visit but also help identify some of the family’s health concerns.) Organize charts consistently for all of Jacob’s health visits, to track and retrieve informationeasily. Scan or review Jacob’s chart before meeting with the family. Train office staff to document basic information (e.g., Jacob’s feeding and sleeping habits, immunization status) and to provide follow-up with the family.
  • Combine tasks (e.g., provide some anticipatory guidance while doing the physical exam).

STEP 2: Clarifying the Health Professional's Goals for the Visit

The facilitator moves to the display board, draws a line down the middle to create two columns, labels the first column “Health Professional’s Goals,” then opens the discussion.

facilitator's script  
 

Step 2 of the Time Management Model is to clarify the health professional's goals for the visit.

As professionals, we enter into each health visit with an agenda. We must become fully aware of our own goals, as well as the family’s goals, for a health encounter before attempting to set priorities for the health visit. Being fully aware of this agenda is a vital step in managing health visits efficiently. In addition to completing the physical exam and necessary screening and immunizations, what goals do you, as Jacob's pediatric provider, have for this 4 month health visit?

The facilitator writes down the goals offered by the learners. The list might include:

  • Promoting specific Bright Futures guidance for the 4 month visit
    • Healthy and safe habits: Use car seat, put baby to sleep on back, childproof home, keep one hand on baby in high places, introduce solid foods, other topics (additional Bright Futures guidance) Parent-infant interaction: Hold, cuddle, rock baby; talk, sing, read, play music, use games and toys; keep bedtime routine, use comfort objects Family relationships: Take time for self and with partner, involve family in baby's care, maintain contact with friends and family (see also maternal needs/coping)
    • Community interaction: Provide referrals; recommend play and parent support groups, community involvement
    Maternal needs and coping skills
  • How to avoid getting farther behind in seeing patients

Note to facilitator: Try to elicit a substantive list of goals to emphasize how much could be accomplished during the visit and to identify which items are reasonable to address (by setting priorities). Later in the exercise, this list forms the basis for comparing common concerns and differences between the health professional’s and the family’s goals, and for discussing how best to collaborate with the family to develop a realistic agenda.

If necessary, the facilitator prompts discussion by asking additional questions:

facilitator's script  
 

What healthy and safe habits do you think should be addressed at a 4 month health visit? What parent/infant interaction behaviors would you want this mother to know?

What aspects of the family relationships would be important to address?

After the initial list of health professional’s goals has been completed, the facilitator reads or paraphrases:

facilitator's script  
 

This list appears to have a lot in common with a menu in a restaurant. There are many good things to choose from, but no way to have them all.

Bright Futures questions for parents also offer a "menu" from which the health professional can select the questions most appropriate for an individual child and family. Skillful use of these interview questions can help identify both the professional's and the family's goals for the health visit.

 

STEP 3: Identifying the Family's Needs and Concerns for the Visit

The facilitator distributes the handout Bright Futures 4 Month Visit: Questions for the Parent(s) and focuses on the role of interview questions in establishing or clarifying goals and concerns for the health visit. The facilitator then reads or paraphrases the following:

facilitator's script  
 

Step 3 of the model is to identify the family's needs or concerns for the visit.

Too often, pediatric providers hesitate to identify all of the family’s health concerns for fear of getting farther behind in their schedule (like Jacob’s provider in the case we just read). Identifying the family’s goals and concerns for the health visit is a vital step in managing health promotion efficiently. How can you, as a pediatric provider, identify what the mother’s goals might be for this visit?

Learners’ responses might include the following:

  • Begin by asking family-friendly, open-ended, general questions, such as:
    • “How are you today? How are things going in your family?” “What is your day with Jacob like?” “What do you enjoy most about Jacob?”
    • “What new things are you seeing Jacob do?”
  • Follow up with specific Bright Futures interview questions for the 4 month visit, such as:
    • “How is feeding going? What do you feed Jacob?” “Tell me about Jacob's sleeping habits. Do you put him to sleep on his back?” “What questions or concerns do you have about Jacob?” “How do you know what Jacob needs or wants? Is it easy or difficult to tell?”
    • “What have you found to be the best way to comfort him?”
facilitator's script  
 

Bright Futures materials offer a variety of open-ended and focused interview questions that are appropriate for each recommended health visit. These questions are designed to help elicit concerns and engage the family as active partners in the visit.

The facilitator distributes the handout Case Vignette: Jacob's 4 Month Visit, Part 2, asks one of the learners to read it aloud, then opens the discussion.

facilitator's script  
 

Now that we have identified some of the interview questions that might be particularly relevant for the Downing family, let's continue with the case. In Part 2, the health professional learns more about the family through skillful use of interview questions.

Based on what you have learned from the interview questions, what needs or concerns do you think Jacob’s mother has?

The facilitator labels the second column “Family’s Goals or Concerns” and lists the learners’ responses, which might include:

  • Adequacy and confidence in parenting Colic/irritability Sleep problems Relationship between mother and grandmother Concerns about whether Jacob’s development seems “normal”
  • Concerns about whether Jacob may be ill

The list of goals for Jacob's health visit will look something like this:

Goals for Jacob's Health Visit
Health Professional's Goals
Family's Goals or Concerns

Promoting specific guidance for the 4 month visit

Adequacy and confidence in parenting

  • Healthy and safe habits: Use car seat, put baby to sleep on back, childproof home, keep one hand on baby in high places, introduce solid foods, other topics (additional Bright Futures guidance)
  • Colic/irritability Sleep problems Is Jacob ill?
  • Is Jacob's development "normal"?
  • Parent-infant interaction: Hold, cuddle, rock baby; talk, sing, read, play music, use games and toys; keep bedtime routine, use comfort objects

Ways to soothe Jacob when he is fussy or colicky

  • Family relationships: Take time for self and with partner, involve family in baby's care, maintain contact with friends and family (see also maternal needs/coping)

Relationship between mother and grandmother

  • Community interaction: Provide referrals; recommend play and parent support groups, community involvement

Additional help or support with maternal skills

How to avoid getting farther behind in seeing patients.

 

If necessary, the facilitator prompts discussion by asking the following question:

""  
 

Do you think that Eileen has any concerns about ________________?

(Note to facilitator: Use any items on the list above.)

STEP 4: Reaching a Common Agenda - Working with the Family to Prioritize Goals for the Visit

After the learners have identified a list of family goals and concerns, the facilitator continues:

facilitator's script  
 

Now we have two menus — one for the health professional and one for the family. Step 4 of our model is to work with the family to prioritize goals for the visit. Differences in priorities between the health professional's and family's menus can create interactions that are ineffective, inefficient, and frustrating for both the health professional and the family. Collaborating with the family in choosing and prioritizing which items get addressed can make the visit more effective.

The facilitator poses the following question and invites discussion to clarify how to prioritize items on the agenda:

facilitator's script  
 

How would you go about developing a realistic agenda that meets Eileen’s and Jacob’s needs as well as your own priorities?

The facilitator writes down the learners’ responses, which might include the following:

  • Explain that the purpose of the health visit is to identify and address the family's specific concerns, and to promote Jacob’s healthy growth and development. Identify the agenda items shared by both the family and the health professional. Prioritize identified concerns through family-friendly negotiation.
    • Example: “There are several things about Jacob we could discuss today. What would be most helpful for us to talk about?”
    • Example: “I appreciate your concerns about ___________. While you are here, can we also talk about _________?”
  • Prioritize the specific medical and health promotion concepts for the 4 month visit that are most relevant to Jacob and his mother (e.g., addressing Jacob’s feeding and sleeping habits, helping Eileen gain confidence in her parenting skills). Some health promotion concepts may need to be addressed in a separate visit or follow-up phone call if the family’s needs warrant.

Note to facilitator: If learners need prompting in generating responses similar to those above, offer one or two sample responses to elicit suggestions. Validate any suggestions offered because there are many ways to build consensus between the family and the health professional.

STEP 5: Suggesting Other Options for Addressing Unmet Goals

The facilitator introduces the fifth step in the Time Management Model and asks learners to suggest ways to address goals that could not be met during the visit.

facilitator's script  
 

Identifying and prioritizing goals and reaching a common agenda are important steps. The fifth and final step in our Time Management Model is to suggest other options for addressing unmet goals. Be sure to validate all of the family’s goals, even those that could not be addressed during the health visit. What are some resources the health professional might use to deal with these unmet needs or concerns?

Learners’ responses might include:

  • Educational materials (print, audio, video, Internet). Follow-up visits or phone calls.
  • Referrals to other professional or community resources.

Take-Home Message

The facilitator ends the session with the following:

facilitator's script  
 

This teaching session was based on a five step model for managing time more efficiently during the health visit. In summary, these are the five steps:

  • Maximize time for health promotion. Clarify the health professional's goals for the visit. Identify the family's needs and concerns for the visit. Work with the family to prioritize goals for the visit.
  • Suggest other options for addressing unmet goals.

In today's session we’ve applied these steps to a case vignette as a practical way to build time management skills in the context of health encounters. Before we conclude, what questions remain about what we addressed today?

In concluding the session, the facilitator distributes the handout Follow-Up Self-Assessment of Time Management and states:

facilitator's script  
 

In clinical practice, this self-assessment can help you gauge your use of the time management techniques we’ve been discussing. This process of self-evaluation will help you remember to incorporate and actively practice these steps in health encounters with families. You might also find it helpful to list any barriers on the back of the self-assessment form.

Optional Discussion: If time permits and discussion is of interest to the group, the facilitator asks:

facilitator's script  
 

What would you do differently if the mother's anger over being kept waiting so long presented a barrier to an effective visit?

Sample responses might include:

  • Apologize for keeping Jacob’s mother waiting (e.g., “I’m so sorry that I’m late and have kept you waiting—there was an emergency in the neonatal ICU”). Recognize the importance of her time (e.g., consider discounting the cost of the visit if there are out-of-pocket expenses for the mother). Reassure her that you are going to spend time with her and address her concerns now that you are there (e.g., sit down, assume relaxed posture, don’t forego common courtesies).
  • Move into collaboration as early as possible to demonstrate that the mother’s concerns will be addressed.

Answers to Guiding Questions

The facilitator continues:

facilitator's script  
 

Now that we have completed this session on Time Management, you should be able to answer the following questions:

How can I deliver enhanced health promotion services in a timely manner consistent with the real-world demands of pediatric health care, including care for children with medically and socially complex needs?

  • Enhanced health promotion services can be delivered by incorporating the five steps of the Time Management Model:
    1. Maximize time for health promotion Clarify the health professional’s goals for the visit Identify the family’s needs and concerns for the visit Work with the family to prioritize goals for the visit
    2. Suggest other options for addressing unmet goals

How do core concepts and skills such as building a partnership with the family improve the efficiency of providing health promotion services? Improve time management?

  • Partnership ensures that the highest-priority concerns for the child’s health are addressed in the time available, while lower-priority concerns are met through other methods (handouts, Internet resources, follow-up phone calls, referrals). When families and pediatric providers work together toward the same goals, mutual trust will develop and any differences of opinion can be resolved more quickly.
  • An effective health partnership helps the family better prepare for the health visit by anticipating and providing the information needed (interval history, health habits, special concerns), thus minimizing the time required for the provider to gather this information.

How do interview questions improve the efficiency of the health visit?

  • Interview questions help make the health visit more efficient by:
    • Guiding the family into a discussion about their child’s health and their health promotion needs. Facilitating the family’s meaningful participation in the health visit.
    • Guiding the pediatric provider in addressing age-specific pertinent health topics for the visit.

 

Planning for the Next Session (if Session 2 is planned)

The facilitator continues:

facilitator's script  
 

In the next session, we will use encounter forms and documentation forms to illustrate how such tools can enhance health promotion by minimizing the time needed to document the health visit.

To prepare for the next session, the facilitator asks the learners to consider the following questions:

  • What Bright Futures or other health promotion materials might be useful in making health visits more efficient?
  • What strategies or techniques have you used to minimize the amount of time spent filling out forms to document the visit?

Evaluation

The facilitator now distributes the Session Evaluation Form.

The facilitator also completes the Facilitator Self-Assessment Form.