Facilitator's Guide

Rationale for this module

There is not much to add about rationale that is not covered in the “Overview” and “Project Application” descriptions above. Other than to say that clinical champions are often reluctant to engage with patients, or do not know HOW to engage with patients and gain their perspective. So one of the important outcomes from this module is for the learners to become convinced of its importance, and have some ideas about practical strategies they can use to bring the patient voice to the table as they explore their project landscape and design their intervention strategies.

How to prepare for this Module

As the other modules, reading the assignments in advance and making notes of where in the readings you can find content relevant to the discussion questions is a good place to start. Unlike other Modules, there is also a short PowerPoint slide deck you might review and consider using just to open the session. You can also choose a sub-set of these slides just to get things rolling, such as slide #4 about the “Continuum of Patient Engagement.” There is also a one-hour recorded webinar on this topic lead by one of the authors of this Module, Kelly Rand. Watching this webinar before the class is highly recommended, it will give you some unique insights and perspectives.

Suggested Agenda:

    • Welcome and introductions (5 minutes)
      • Ask participants to share one experience of overuse they have experienced as a patient or a personal caregiver
    • PowerPoint presentation on types of patient engagement (10 min)
      • See attached slides and additional references.
    • Discussion Questions about the Readings (15 minutes)
    • Small Group Exercise (20 minutes)
      • Play the video: Module 3 “Applying Patient and Family Engagement Strategies to Choosing Wisely Campaign”  (11-minute video)
      • Divide the class into groups of 3-4 and ask members of the group discuss:
        • Which of the patient and family engagement strategies do you think will be most effective for your overuse project and topic area? Why?
        • Which tactics will you use to partner with patients and family caregivers on your clinical overuse topic? (check all that apply) 
          • Co-create scripting and/or talking points together
          • Select ideal educational resources
          • Role play or practice delivering scripted responses
          • Measure patient experiences
          • Workflow mapping for both patients and clinician
    • Reconvene: Ask participants which tactics they chose to partner with patients and families and why. (10 minutes)
Last modified: Tuesday, 18 May 2021, 1:04 PM