Shared Decision-Making

The Centers for Medicare & Medicaid Services (CMS) identified six key focus areas to measure effective patient and family engagement in clinical practice. The intent of the Shared Decision-Making metric is to ensure that patients (and their families according to patient preference) are authentically part of the care team. Patient-identified goals, preferences, outcomes, and concerns should be integrated within treatments plans (including those based on the individual’s culture, language, spiritual, social determinants, etc.)

Related Resources

September 2019
Patient Portals: How can they impact primary care?
Patient portals are becoming more prevalent, as healthcare providers, payers, and patients become more comfortable with their use. A 2017 survey found that 82% of patients reported having logged into their provider’s patient portal at least once – a drastic change from a similar 2013...
Patient Portals: How can they impact primary care?
October 2018
Supporting the Health Care Transition From Adolescence to Adulthood in the Medical Home
Risk and vulnerability encompass many dimensions of the transition from adolescence to adulthood. Transition from pediatric, parent-supervised health care to more independent, patient-centered adult health care is no exception. The tenets and algorithm of the original 2011 clinical report, “...
Clinicians:
This updated clinical report provides more practice-based quality improvement guidance on key elements of transition planning, transfer, and integration into adult care for all youth and young adults.
American Academy of Pediatrics
September 2018
New toolkit to Prepare Patient Stakeholders to Work with Research Teams
The toolkit contains educational materials and training templates for effectively engaging patient advisors in research projects. Materials can be tailored for each research project.   
Clinicians:
The toolkit contains educational materials and training templates for effectively engaging patient advisors in research projects. Materials can be tailored for each research project.
Patients:
These learning modules are a valuable educational tool for patients and caregivers participating in health-related research projects.
QI Team:
The toolkit contains educational materials and training templates for effectively engaging patient advisors in research projects. Materials can be tailored for each research project.
Health Innovation Program, University of Wisconsin, Wisconsin Network for Research Support
April 2018
Using Patient & Family Engagement Metrics to Achieve TCPI Aims
This document outlines how patient and family engagement activities can improve health outcomes and achieve TCPI program-specific metrics, which align with quality payment program standards. Links to additional resources for a deeper dive are also provided. 
Clinicians:
This document outlines how patient and family engagement activities can improve health outcomes and achieve TCPI program-specific metrics, which align with quality payment program standards. Links to additional resources for a deeper dive are also provided.
QI Team:
This document outlines how patient and family engagement activities can improve health outcomes and achieve TCPI program-specific metrics, which align with quality payment program standards. Links to additional resources for a deeper dive are also provided.
Northern New England Practice Transformation Network
April 2018
Choosing Wisely Crosswalk to Achieve the Six PFE Metrics
QI Team:
TCPI Patient Family Engagement metrics and relevant Patient Engagement activities/ tools in ChoosingWisely Programs
April 2018
Patient Activation Reference Guide
Five modules and links to a wide-range of resources for moving patients forward on the patient activation continuum. The tools are listed by category, and include Activation, Communication, Decision Aids, Self-Management and Shared-Decision Making.
Clinicians:
Learning modules and resources highlight skills and techniques for increasing the level of patient activation within practices.
Patients:
The Reference Guide contains a list of tools patients can use in their own patient activation.
QI Team:
The Reference Guide is designed to provide skills and techniques to health care team members as they encourage and enable patients to assume greater control and responsibility of their health and health care.
Military Heath System
March 2018
Shared Decision Making: Engaging Patients to Improve Health Care
Fundamentally, shared decision making is about giving patients the opportunity to be active participants in their health care. When well-informed patients and caregivers team up with health professionals who are trained in effective communication, patients are more likely to receive care that meets...
Clinicians:
This brief provides an overview of shared decision making and answers key questions about how it can improve patient care.
Patient Decision Aid
March 2018
Mayo Clinic: Shared Decision Making National Resource Center
The Mayo Clinic Shared Decision Making National Resource Center provides decision aids and decision-making techniques. Tools are available for specific conditions and in English and Spanish. 
Clinicians:
Useful tools and aids are available to faciliate shared decision-making with your patients. Give them to your patients, or use the tools together.
Patients:
The resource center contains links to tools that will help you and your provider make decisions together about specific health topics.
QI Team:
Evidence-based resources for your providers to better facilitate shared decision-making with their patients.
Mayo Clinic
March 2018
Shared Decision Making-Geriatrics and Extended Care
Shared Decision Making (SDM) is a collaborative, patient-directed decision making process that helps Veterans, together with their family caregivers and health care team, set goals and priorities, and make choices that meet patient needs while honoring patient values and preferences. Shared...
Patients:
The worksheet helps patients identify their needs, goals and priorities, review options, and make decisions about next steps.
Shared Decision Making Worksheet
March 2018
5 Essential Steps of Shared-Decision Making: The SHARE Approach
AHRQ’s SHARE Approach is a five-step process for shared decision-making. Fact sheets, learning modules, videos, success stories, webinars and marketing materials are available. 
Clinicians:
This collection of tools and training resources can be tailored to the needs of your practice and support the implementation of shared decision-making.
Patients:
Knowing more about shared decision-making can improve your personal care experience, and the diverse collection of resources and tools on the site can help improve your primary care clinic.
QI Team:
This collection of tools and training resources can be tailored to the needs of your practice and support the implementation of shared decision-making.
AHRQ
March 2018
Informed Medical Decisions Foundation
Uncover the Voice of Patients With Shared Decision Making
Healthwise Website
March 2018
Shared Decision Making: A Standard of Care for All Patients
The National Quality Forum is issuing a call to action for all individuals and organizations that provide, receive, pay for, and make policies for healthcare to embreace and integrate shared decision making into clinical practice as a standard of person-centered care. 
Shared Decision Making Fact Sheet
February 2018
Health Coaching: Help Patients Take Charge of Their Health
Learning module highlighting steps for developing and implementing health coaching models within practices offered by American Medical Association STEPS Forward. Participants can earn 0.5 CME Credits. 
Clinicians:
Earn 0.5 CME credits through this earning module highlighting steps for implementing health coaching models within practices.
Patients:
Learning modules that can help patients become more active in their care and support work with clinic improvement organizations.
QI Team:
Learning module with methods for recruiting, training and evaluating health coaches. Workflow templates and evaluation checklist are provided. Offered by American Medical Association STEPS forward; participants can earn 0.5 CME Credits.
American Medical Association, AMA Steps Forward
June 2017
How To Be An Effective Patient & Family Advisor: Guide to Partnering with Your Clinic
About this Guide: When patients and families build partnerships with their health care team – such as doctors, nurse practitioners, nurses and clinic staff - to improve health care, everyone benefits! This guide will help you decide if you want to partner with your health care team as...
Clinicians:
Use this guide to recruit and train patient and family advisors for your clinic, and ensure your program is following best practices.
Patients:
Through this guide you will learn more about the patient and family advisory role and how to effecitvely participate as one.
QI Team:
Use this guide to recruit and train patient and family advisors for your clinic, and ensure your program is following best practices.
PCPCC
April 2017
6 Steps to Creating a Culture of Person and Family Engagement in Health Care
This toolkit outlines six steps for creating a practice culture that emphasizes and incorporates the patient and family perspective in every aspect of care, and a 30-day kick-start plan maps out concrete actions that can be taken within the next month. 
Clinicians:
Not sure where to start in implementing patient and family engagement? This 30-day kick-start plan maps out concrete actions you can take over the next month.
Patients:
A simple and comprehensive guide for understanding the benefits of patient and family engagement and the processes for implementation.
QI Team:
Not sure where to start in implementing a culture of patient and family engagement? This 30-day kick-start plan maps out concrete actions you can take over the next month.
PCPCC
August 2016
Patient Engagement Toolkit
This tool is intended to help healthcare organizations improve patient engagement in care redesign. It contains customizable tools and templates for teams and patients working together on quality improvement initiatives. Free registration is required to use the toolkits provided on HIPxChange.
Clinicians:
This toolkit is intended for hospital and clinic directors, managers, clinicians, and researchers who are interested in the framework and specific, tangible tools for engaging patients as partners in health system quality improvement and change initiatives. Free registration is required to use the toolkits provided on HIPxChange.
Patients:
Customizable tools and resources for working with our primary care clinic on improvement efforts. Free registration is required to use the toolkits provided on HIPxChange.
QI Team:
This toolkit is intended for hospital and clinic directors, managers, clinicians, and researchers who are interested in the framework and specific, tangible tools for engaging patients as partners in health system quality improvement and change initiatives. Free registration is required to use the toolkits provided on HIPxChange.
Health Innovation Program, University of Wisconsin
March 2016
Transforming Clinical Practice Initiative
This change packet was originally created as a guide for practices participating in the Transforming Clinical Practies Initiative. It outlines tangible steps to meet TCPI goals, which align with Quality Payment Program standards. 
Clinicians:
Providers may use the TCPI Change Package to guide their transformation efforts. It is organized around three management functions that will drive performance, quality, and success.
QI Team:
This change packet outlines tangible steps to meet TCPI goals, which align with Quality Payment Program standards.
CMS
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Six Metrics for Transformation

Support for Patient & Family Voices

Shared Decision-Making

Patient Activation

E-tool Use

Health Literacy

Medication Management

Learn more about the Metrics

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