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Practice Facilitation Handbook

Module 21 Appendix

Role Visualization Exercise for Self-Management Support

Complete the chart by describing what each team member will do for each of the listed tasks for self-management support. Not all team members will be involved in each activity, nor is the list of tasks exhaustive.

Role	PCP	Nurse	MA	Clinical Care Manager	Dietitian/PT/OT	Administrative Staff/Patient Navigator	Other
Introduce SMS, describe roles
Set visit agenda
Collaborate on patient goal setting
Provide information and skills training to patients
Create an Action Plan
Connect patients with resources in community and elsewhere in health system
Oversee disease registry/ proactive followup
Conduct previsit chart reviews

Adapted with permission from Institute for Healthcare Improvement, Cambridge, MA.

Return to Module 21

Page last reviewed March 2022
Page originally created May 2013

Internet Citation: Module 21 Appendix. Content last reviewed March 2022. Agency for Healthcare Research and Quality, Rockville, MD.
https://archive.ahrq.gov/ncepcr/tools/pf-handbook/mod21-appendix.html

The information on this page is archived and provided for reference purposes only.

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Practice Facilitation Handbook

Module 21 Appendix

Table of Contents

Role Visualization Exercise for Self-Management Support