CL-G006 DEVELOPING THE MANAGEMENT PLAN
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Key Topics
- Translating the working diagnosis into an appropriate management strategy
- Establishing patient-centered treatment goals
- Identifying short-term and longer-term clinical objectives
- Determining whether treatment, investigation, co-management, referral, or observation is appropriate
- Selecting interventions consistent with the clinical presentation
- Considering indications, contraindications, precautions, risks, and expected benefits
- Establishing an appropriate initial frequency and duration of care
- Incorporating patient preferences and shared decision-making
- Setting measurable functional and symptom-based outcomes
- Establishing a reasonable timeframe for expected improvement
- Identifying appropriate home-care, exercise, and self-management strategies
- Determining when reassessment should occur
- Establishing objective criteria for continuing, modifying, or discontinuing care
- Recognizing inadequate response or unexpected changes in the clinical presentation
- Knowing when additional investigation, referral, or co-management becomes necessary
- Communicating the management plan and expectations clearly to the patient
- Documenting the clinical reasoning supporting the management plan
