The document provides guidelines for appropriately referring customers to health coaches based on their condition and the coach's expertise. It outlines chronic conditions and healthy at-risk conditions. It describes the expertise of registered nurses, behavioral case managers, and health educators/subroles. It provides guidelines for which roles can coach which conditions. It includes practice scenarios to apply the guidelines. The overall goal is to match customers with the coach best able to address their specific health needs.

1. Table of Contents
Conditions Roles
Guidelines Practice
Conditions
Roles
Guidelines
Practice
Making Appropriate Referrals
Goals &
Objectives

2. Instructional Goal
• Learners will be able to appropriately refer
customers to health coaches based upon
customer condition and health coach
expertise.
Home Goals & Objectives Table of Contents Conditions Roles Practice

3. Performance-based Objectives
1. The learner will be able to apply understanding of the
expertise of each role and sub-roles when making referrals
upon completion of tutorial with 99% accuracy.
2. The learner will identify conditions appropriate to each role
when making referrals with 99% accuracy upon completion
of tutorial.
3. The learner will evaluate conditions deemed as exceptions
to the conditions rule when making referrals with 99%
accuracy upon completion of tutorial.
Home Goals & Objectives Table of Contents Conditions Roles Practice

4. 1. Instructional Goal
2. Performance-based Objectives
3. Evidence-based Coaching
4. Chronic Conditions
5. Healthy At Risk Group
6. Expertise Within Role
7. Guideline #1 – Registered Nurses
8. Guideline #2 – Behavioral Case Managers
9. Guideline #3 – Health Educators
10.Guideline # 4 - Exceptions
11.Practice Questions
Table of Contents
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5. Why are appropriate referrals important?
• Fulfill the Need for Comprehensive and Accurate Information
• Fulfill the Need for Expertise and Experience in Managing Specific
Conditions or Symptoms
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6. Hierarchy of Conditions
Chronic Conditions
1. Congestive Heart Failure
2. Chronic Obstructive Pulmonary Disease
3. Coronary Artery Disease
4. Peripheral Artery Disease
5. Diabetes
6. Metabolic Syndrome/Weight Complications
7. Osteoarthritis
8. Depression/Anxiety/Bipolar
9. Asthma
10.Low Back Pain
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Home Goals & Objectives Table of Contents Conditions Roles Practice

7. Hierarchy of Conditions
Healthy At-Risk Conditions
1. Pre-Diabetes
2. Hyperlipidemia
3. Hypertension
4. Tobacco Cessation
5. Weight Management
6. Physical Activity
7. Healthy Eating
8. Stress Management
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8. Expertise Within Each Role
• Registered Nurse: Clinical – Medical
• Behavioral Case Manager: Clinical – Behavioral
• Health Educator: Non-clinical – General Health
• Certified Health Education Specialist
• Exercise Physiologist
• Registered Dietician
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9. Guideline #1
• The Registered Nurse may coach any client diagnosed with a
Chronic Condition or who present with any of the following
conditions:
• Pre-Diabetes
• Hyperlipidemia
• Hypertension
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10. Guideline #2
• The Behavioral Case Manager (BCM) may coach any client
diagnosed with a Depression/Anxiety/Bipolar Disorder or the
following lifestyle management symptoms:
• Stress
• Behavioral Eating
• Eating Disorder
• Or other mental or emotional-related symptoms
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11. Guideline #3
• The Health Educator sub roles are:
• Certified Health Education Specialist (CHES)
• Exercise Physiologist
• Registered Dietician
• Health Educators may be consulted via a referral for any area
with which they demonstrate an acceptable area of expertise.
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12. Guideline #3 (Cont’d)
• CHES may coach or be consulted on all Healthy At Risk Conditions
• Exercise Physiologists may coach on or be consulted for:
• Weight Management
• Physical Activity
• Healthy Eating as it relates to Exercise
• Registered Dieticians may coach or be consulted for:
• Diabetes
• Hyperlipidemia
• Hypertension
• Weight Management
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13. Guideline #4 – Exceptions to All the Other Guidelines
CHES, Exercise Physiologist, and Registered Dietician may coach a
client with a Chronic condition on their topics of expertise only after:
• The condition has been deemed “well-managed” by an RN or
Behavioral Case Mgr.
CHES, Exercise Physiologists, and Registered Dieticians should always
refer customer to an RN when customer presents with a condition or
symptoms that requires clinical assessment, i.e. pain, nausea, dizziness
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14. Practice Scenario #1
A client presents with Diabetes and is seeking help to gain control over
high fasting blood glucose readings. They state that they would like to
lose weight and exercise more. What role or sub-roles would be most
appropriate to coach this individual?
A. RN
B. Certified Health Education Specialist
C. Behavioral Case Manager
D. Exercise Physiologist
Click the “Next” arrow to check your answer
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15. Practice Scenario #1 Answer/Rationale
A client presents with Diabetes and is seeking help to gain control over
high fasting blood glucose readings. They state that they would like to lose
weight and exercise more. What role or sub-roles would be most
appropriate to coach this individual?
RN is the correct answer. Only an RN should coach someone with a
chronic condition. The focus
should be solely Diabetes until the condition
is well-managed.
Click the “Next” arrow to continue with the
practice session.
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16. Practice Scenario #2
A client presents with a Body Mass Index (BMI) of 31. They are looking at
starting a kickboxing class but do not know if this is the best option for
them. What role is the most appropriate to coach this individual?
A. RN
B. Certified Health Education Specialist
C. Behavioral Case Manager
D. Exercise Physiologist
Click the “Next” arrow to check your answer
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17. Practice Scenario #2 Answer/Rationale
A client presents with a Body Mass Index (BMI) of 31. They are looking at
starting a kickboxing class but do not know if this is the best option for them.
What role is the most appropriate to coach this individual?
D is the correct answer. An Exercise Physiologist
has the expertise appropriate for both weight
management and increasing physical activity
in different populations.
Click the “Next” arrow to continue with the
practice session.
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18. Practice Scenario #3
A client presents with significant symptoms of Anxiety and
would like to coach on Stress Management. What role would
be the most appropriate to coach this individual?
A. RN
B. Certified Health Education Specialist
C. Behavioral Case Manager
D. Exercise Physiologist
Click the “Next” arrow to check your answer
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19. Practice Scenario #3 Answer/Rationale
A client presents with significant symptoms of Anxiety and would like to
coach on Stress Management. What role would be the most appropriate to
coach this individual?
C is the correct answer. A Behavioral Case Manager has the expertise
appropriate for both Anxiety and Stress Management.
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20. Cheat Sheet!
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21. We want your feedback!
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