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Facilitator's Script:
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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. |
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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:
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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. |
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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:
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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?
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Discussion and Exercises: Initial
Self-Assessment Exercise
The
facilitator distributes the Initial
Self-Assessment of Time Management handout
and says or paraphrases:
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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.) |
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The
facilitator initiates a brief discussion
on the self-assessment exercise, using
one of the following questions:
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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? |
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Applying
the Five-Step Time Management Model
The
facilitator now reads or paraphrases
the following:
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Time
management helps us
to use time in the most
effective and productive
way possible. The Time
Management Model consists
of five essential steps:
- 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.
- 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. |
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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:
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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? |
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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.
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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? |
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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:
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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? |
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After
the initial list of health professional’s
goals has been completed, the facilitator
reads or paraphrases:
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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. |
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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:
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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? |
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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?”
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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. |
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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.
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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? |
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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
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Adequacy
and confidence in parenting
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- 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)
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- Colic/irritability Sleep
problems Is
Jacob ill?
- Is
Jacob's development "normal"?
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- Parent-infant
interaction: Hold, cuddle,
rock baby; talk, sing, read,
play music, use games and
toys; keep bedtime routine,
use comfort objects
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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)
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Relationship
between mother and grandmother |
- Community
interaction: Provide referrals;
recommend play and parent
support groups, community
involvement
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Additional
help or support with maternal
skills |
How
to avoid getting farther behind
in seeing patients.
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If
necessary, the facilitator prompts
discussion by asking the following
question:
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Do
you think that Eileen
has any concerns about
________________?
(Note
to facilitator: Use any items on the
list above.) |
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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:
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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. |
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The
facilitator poses the following question
and invites discussion to clarify
how to prioritize items on the agenda:
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How
would you go about developing
a realistic agenda that
meets Eileen’s
and Jacob’s needs
as well as your own
priorities? |
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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.
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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? |
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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:
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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? |
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In
concluding the session, the facilitator
distributes the handout Follow-Up
Self-Assessment of Time Management and states:
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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. |
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Optional
Discussion: If time permits
and discussion is of interest to the
group, the facilitator asks:
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What would you do differently if the mother's anger over being kept waiting so long presented a barrier to an effective visit? |
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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:
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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:
- 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
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.
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Planning
for the Next Session (if Session 2 is
planned)
The facilitator continues:
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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. |
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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.
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