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Patient Coaching
Chapter 22
1
2
Patient Coaching
1. Describe the medical assistant’s role as a coach.
2. List and describe the stages of grief; also, discuss how the health belief
model helps to explain what factors influence a person’s health beliefs
and practices.
3. Describe the three domains of learning.
4. Explain how a medical assistant can adapt coaching to the patient.
5. Describe the teaching-learning process.
3
Patient Coaching
6. Discuss how a medical assistant can coach on disease prevention.
7. Describe how a medical assistant can coach on health maintenance and
wellness, including different types of self-exams and screenings.
8. Describe how a medical assistant can coach on diagnostic procedures
and treatment plans.
9. Describe care coordination and patient navigation, develop a list of
community resources, and facilitate referrals.
Coaching
 Disease prevention
 Health maintenance
 Diagnostic tests
 Treatment plans
 Specific needs
 Community resources
4
Stages of Grief
 Denial and isolation
 Anger
 Bargaining
 Depression
 Acceptance
5
Health Belief Model
 First part deals with person’s perception of his or her
chance of developing a disease
 Second part deals with person’s perception of severity
of disease
 Third part focuses on whether the person will take
preventive issues
6
Domains of Learning
 Cognitive domain
 Mental processes of recall, application, and evaluation
 Psychomotor domain
 “Doing” domain
 Affective domain
 “Feeling” domain
7
Cognitive Domain
 Sensory stage
 Short-term memory
 Long-term memory
 Tips:
 Present information at an appropriate level for patient
 Build on patient’s prior knowledge about topic
 Present information in small chunks; well-organized
 Provide information in two different ways
 Have patient teach back information provided
8
Psychomotor Domain
 “Doing” domain
 Provide step-by-step directions to patient
 Give timely feedback on person’s performance
 Have patient “teach back” skill
 Repeated practice doing skill helps with recall and
retention
 Make sure to use equipment and supplies patient will be
using at home
9
Affective Domain
 “Feeling” domain
 Includes our feelings, emotions, values, and attitudes
 Make sure you address (as much as you can) any
affective domain barriers prior to educating a patient
 Written home instructions should also be given
10
Developmental Levels
 Trust versus mistrust
 Autonomy versus shame and doubt
 Initiative versus guilt
 Industry versus inferiority
 Identity versus role confusion
 Intimacy versus isolation
 Generativity versus stagnation
 Ego integrity versus despair
11
Cultural Diversity
 Role of family and community
 Religion
 Views on health, wellness, death, and dying
 Views on complementary therapies
 Views on gender roles and relationships
 Beliefs related to food, diet, illness, and health
 Beliefs regarding sexuality, fertility, and childbirth
12
Communication Barriers
 Patients who have impaired vision
 Patients who have impaired hearing
 Patients who have language barriers
13
14
Patients With Impaired Vision
 Alert patient that you are in the room and identify yourself
 Patient is unable to pick up your body language; use clear, concise
language and a normal tone of voice
 Provide all written material in a large font or print size
 Consider the impact of color contrast and glare on materials
 Make eye contact
15
Patients With Impaired
Hearing
 Face person when speaking
 Determine if person has better hearing in one ear over
the other; position yourself accordingly
 If patient has hearing aid, encourage patient to use it
 Say person’s name before beginning conversation
 Keep hands away from your face when talking
 Limit extra noises in environment
16
Patients With Language
Barriers
 Address patient by his or her last name
 Be respectful and courteous
 Use simple phrases
 Use an interpreter; focus on patient
 Use translated materials
 Pictures and models can be helpful during coaching session
17
Teaching-Learning Process
 Assessing the learning needs
 Determining teaching priorities
 Planning the teaching process
 Implementing the teaching process
 Evaluating the patient’s learning
 Documenting the teaching-learning process
18
Coaching on Disease
Prevention
 By group:
 School-age children (handwashing and cough etiquette)
 Teens and adults (STIs, cigarettes, tobacco use)
 All age groups (vaccines; immunization schedules)
19
Coaching on Health
Maintenance and Wellness
 Based on patient’s answers to screening questions,
medical assistant may need to provide coaching on
specific topics
 Medical assistant completes some screenings, but also
educates on at-home self-exams
20
Self-Exams
 Breast self-exam
 Yearly mammograms start between 45-50
 Testicular self-exam
 Also part of routine physical exam
 Skin self-exam
 ABCDE (Asymmetry, Border, Color, Diameter, and Evolving)
Rule
 Oral cancer self-exam
 Also done routinely by dentist
21
Regular Screenings
 Blood pressure
 Bone density
 Cholesterol
 Colorectal cancer screening
 Dental exam
22
 Dilated eye exam
 Lung cancer screening
 Mammograms
 Pap test
 Prostate cancer
 Type 2 diabetes mellitus
23
One-Time Screenings
 Abdominal aortic aneurysm
 Males between 65-75 who have smoked at one time in their lives
 Human immunodeficiency virus (HIV) screen (blood test)
 People 15-65 years: at least once in their lifetime
 All pregnant women
 People with high risk should be tested annually
 Hepatitis C
 Person with risk factors should be tested
24
Additional Screenings
 Alcohol misuse screening
 Nicotine or tobacco screening
 Drug abuse screening
 Intimate partner violence screening
 Elderly safety screening
 Functional status screening
 Depression screening
 Peripheral neuropathy screening
25
Coaching on Diagnostic Tests
 Provide necessary information for diagnostic and
laboratory tests ordered for patients
 Some tests require fasting; others do not
 Provide answers to the following:
 What is the test?
 Where does the patient need to go for the test?
 When is the test scheduled?
 Does the test require fasting? If so, for how long? If no
food or beverages, does that include water?
 Should patients continue or stop taking their medications?
26
Coaching on Treatment
Plans
 Medical assistants review treatment plans with patients
 Taking medications
 Caring for casts and splints
 Applying hot or cold therapy
 Using assistive devices
27
Care Coordination
 Provides personalized patient- and family-centered care in
a team-based environment
 Advantages:
 Greater efficiency with providing patient care
 Reduced cost
 Greater patient care
 Individualized patient guidance and services
 Encourages patients to focus on goals and self-management
 Reduces hospital emergency department visits and
readmissions
 Ensures patient’s needs and preferences for healthcare
services are met
28
The Medical Assistant
as a Patient Navigator
 A patient navigator is a person who helps patients and
families with insurance problems, explains treatment
and care, communicates with the healthcare team,
assists caregivers, and manages medical paperwork
 Medical assistants are cross-trained in administrative
and clinical skills, so they are in a unique position to
serve as patient navigators in ambulatory care settings
29
Patient Coaching
 Patient education materials can be:
 On paper
 Apps
 YouTube links
 Other websites and videos
 Use only provider-approved sites
30
Legal and Ethical Issues
 All patients have the right to information before they
agree to receive care
 Conduct adequate patient education and follow-up
 Document each patient education intervention
completely and accurately
 Meet needs of all patients without evidence of
prejudice
31
Patient-Centered Care
 Care coordination helps provide patients with individual
assistance
 Patients who feel well cared for (and who feel
comfortable talking with healthcare team) stay with
their provider
 Care coordination will increase in popularity over the
coming years
32

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MA114 Chapter 22 patient coaching

  • 2. 2 Patient Coaching 1. Describe the medical assistant’s role as a coach. 2. List and describe the stages of grief; also, discuss how the health belief model helps to explain what factors influence a person’s health beliefs and practices. 3. Describe the three domains of learning. 4. Explain how a medical assistant can adapt coaching to the patient. 5. Describe the teaching-learning process.
  • 3. 3 Patient Coaching 6. Discuss how a medical assistant can coach on disease prevention. 7. Describe how a medical assistant can coach on health maintenance and wellness, including different types of self-exams and screenings. 8. Describe how a medical assistant can coach on diagnostic procedures and treatment plans. 9. Describe care coordination and patient navigation, develop a list of community resources, and facilitate referrals.
  • 4. Coaching  Disease prevention  Health maintenance  Diagnostic tests  Treatment plans  Specific needs  Community resources 4
  • 5. Stages of Grief  Denial and isolation  Anger  Bargaining  Depression  Acceptance 5
  • 6. Health Belief Model  First part deals with person’s perception of his or her chance of developing a disease  Second part deals with person’s perception of severity of disease  Third part focuses on whether the person will take preventive issues 6
  • 7. Domains of Learning  Cognitive domain  Mental processes of recall, application, and evaluation  Psychomotor domain  “Doing” domain  Affective domain  “Feeling” domain 7
  • 8. Cognitive Domain  Sensory stage  Short-term memory  Long-term memory  Tips:  Present information at an appropriate level for patient  Build on patient’s prior knowledge about topic  Present information in small chunks; well-organized  Provide information in two different ways  Have patient teach back information provided 8
  • 9. Psychomotor Domain  “Doing” domain  Provide step-by-step directions to patient  Give timely feedback on person’s performance  Have patient “teach back” skill  Repeated practice doing skill helps with recall and retention  Make sure to use equipment and supplies patient will be using at home 9
  • 10. Affective Domain  “Feeling” domain  Includes our feelings, emotions, values, and attitudes  Make sure you address (as much as you can) any affective domain barriers prior to educating a patient  Written home instructions should also be given 10
  • 11. Developmental Levels  Trust versus mistrust  Autonomy versus shame and doubt  Initiative versus guilt  Industry versus inferiority  Identity versus role confusion  Intimacy versus isolation  Generativity versus stagnation  Ego integrity versus despair 11
  • 12. Cultural Diversity  Role of family and community  Religion  Views on health, wellness, death, and dying  Views on complementary therapies  Views on gender roles and relationships  Beliefs related to food, diet, illness, and health  Beliefs regarding sexuality, fertility, and childbirth 12
  • 13. Communication Barriers  Patients who have impaired vision  Patients who have impaired hearing  Patients who have language barriers 13
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  • 15. Patients With Impaired Vision  Alert patient that you are in the room and identify yourself  Patient is unable to pick up your body language; use clear, concise language and a normal tone of voice  Provide all written material in a large font or print size  Consider the impact of color contrast and glare on materials  Make eye contact 15
  • 16. Patients With Impaired Hearing  Face person when speaking  Determine if person has better hearing in one ear over the other; position yourself accordingly  If patient has hearing aid, encourage patient to use it  Say person’s name before beginning conversation  Keep hands away from your face when talking  Limit extra noises in environment 16
  • 17. Patients With Language Barriers  Address patient by his or her last name  Be respectful and courteous  Use simple phrases  Use an interpreter; focus on patient  Use translated materials  Pictures and models can be helpful during coaching session 17
  • 18. Teaching-Learning Process  Assessing the learning needs  Determining teaching priorities  Planning the teaching process  Implementing the teaching process  Evaluating the patient’s learning  Documenting the teaching-learning process 18
  • 19. Coaching on Disease Prevention  By group:  School-age children (handwashing and cough etiquette)  Teens and adults (STIs, cigarettes, tobacco use)  All age groups (vaccines; immunization schedules) 19
  • 20. Coaching on Health Maintenance and Wellness  Based on patient’s answers to screening questions, medical assistant may need to provide coaching on specific topics  Medical assistant completes some screenings, but also educates on at-home self-exams 20
  • 21. Self-Exams  Breast self-exam  Yearly mammograms start between 45-50  Testicular self-exam  Also part of routine physical exam  Skin self-exam  ABCDE (Asymmetry, Border, Color, Diameter, and Evolving) Rule  Oral cancer self-exam  Also done routinely by dentist 21
  • 22. Regular Screenings  Blood pressure  Bone density  Cholesterol  Colorectal cancer screening  Dental exam 22  Dilated eye exam  Lung cancer screening  Mammograms  Pap test  Prostate cancer  Type 2 diabetes mellitus
  • 23. 23
  • 24. One-Time Screenings  Abdominal aortic aneurysm  Males between 65-75 who have smoked at one time in their lives  Human immunodeficiency virus (HIV) screen (blood test)  People 15-65 years: at least once in their lifetime  All pregnant women  People with high risk should be tested annually  Hepatitis C  Person with risk factors should be tested 24
  • 25. Additional Screenings  Alcohol misuse screening  Nicotine or tobacco screening  Drug abuse screening  Intimate partner violence screening  Elderly safety screening  Functional status screening  Depression screening  Peripheral neuropathy screening 25
  • 26. Coaching on Diagnostic Tests  Provide necessary information for diagnostic and laboratory tests ordered for patients  Some tests require fasting; others do not  Provide answers to the following:  What is the test?  Where does the patient need to go for the test?  When is the test scheduled?  Does the test require fasting? If so, for how long? If no food or beverages, does that include water?  Should patients continue or stop taking their medications? 26
  • 27. Coaching on Treatment Plans  Medical assistants review treatment plans with patients  Taking medications  Caring for casts and splints  Applying hot or cold therapy  Using assistive devices 27
  • 28. Care Coordination  Provides personalized patient- and family-centered care in a team-based environment  Advantages:  Greater efficiency with providing patient care  Reduced cost  Greater patient care  Individualized patient guidance and services  Encourages patients to focus on goals and self-management  Reduces hospital emergency department visits and readmissions  Ensures patient’s needs and preferences for healthcare services are met 28
  • 29. The Medical Assistant as a Patient Navigator  A patient navigator is a person who helps patients and families with insurance problems, explains treatment and care, communicates with the healthcare team, assists caregivers, and manages medical paperwork  Medical assistants are cross-trained in administrative and clinical skills, so they are in a unique position to serve as patient navigators in ambulatory care settings 29
  • 30. Patient Coaching  Patient education materials can be:  On paper  Apps  YouTube links  Other websites and videos  Use only provider-approved sites 30
  • 31. Legal and Ethical Issues  All patients have the right to information before they agree to receive care  Conduct adequate patient education and follow-up  Document each patient education intervention completely and accurately  Meet needs of all patients without evidence of prejudice 31
  • 32. Patient-Centered Care  Care coordination helps provide patients with individual assistance  Patients who feel well cared for (and who feel comfortable talking with healthcare team) stay with their provider  Care coordination will increase in popularity over the coming years 32