On Step One, you reviewed elements of the PP Welcome Package to confirm important agreements with leadership. You will continue to revise the PP Welcome Package as you determine the strengths and participation needs of patients you engage as patient partner candidates. During Step two you will choose an engagement approach, identify the strengths, perspectives and expertise you are missing from your team and request assistance from practice members to help you engage potential patients as partner candidates.

The IBH-PC Patient Partner Engagement Approach

Who is the IBH-PC Patient Partner?

Consider at least *two patients (or a home care partner of a patient and a patient) who have the courage, time, and desire to partner with you.

Consider PPs

□ from the clinic patient population at which IBH-PC is taking place.

□ who reflect the interests and concerns of patients and might benefit from the changes the Initiative will instigate.

□ with the capacity for and interest in learning.

□ with whom your practice members already have good relationships and can trust.

□ who can feel comfortable and build confidence from sharing openly about the challenges and rewards of improving clinical processes and systems.

□ who can contribute without risk to their health or wellbeing.

*Two or more is ideal depending on the size of your team. PPs new to the role will benefit from sharing responsibilities, and the additional support of a fellow PP. It is also helpful to have a backup. Also, consider the family health partner who can provide their important perspective to the team.

Paths for Identifying Your IBH-PC Patient Partners

Path One: The Patient Advisory Group assists with PP Identification

Estimate of time needed: 1-3 weeks

Take this path if you already have a group of experienced patient advisers who can help you meet your IBHPC Initiative Patient Partnering goals and expectations.

Steps for Path One: This path works well if you have patient advisers who already are aware of a PPs role and responsibilities.

1. Present information about the Initiative and your partnering goals to the leader of the Patient Advisory Group (PAG) (sometimes called Patient and Family Collaborative)

2. Meet with patient advisers to present your goals and PP needs

3. Identify a list of patient advisers who meet the IBH-PC team needs.

4. Begin Step 3 engagement activities with these partners.

5. Invite at least two PPs to join the IBH-PC team as full influencing members

Path Two: Practice Members Assist with PP Identification

Estimate of time needed: 1-3 weeks available

Take this path if you have practice members with established relationships with patients from within the clinic generating the Initiative, who can easily pinpoint patients who meet your IBH-PC PP needs.

Steps for Path Two: This path works well if you have practice members who have good relationships with their patients who meet the IBHPC PP requirements

1. Enlist practice members to identify patients who meet the IBHPC team needs.

2. Create a detailed list of their recommendations

3. Begin Engagement Activities to engage these partners on aspects of the Initiative (see Step Three for instructions).

4. Select at least two PPs to join the IBHPC-I team as full members

Optional Method Three: Broadcast Approach

Estimate of time needed: Up to 3-6 (or more) months

If your clinic does not have practice members or an established patient advisory group who can help you identify well known patients, a broadcasted method will build a large base of potential patient partner candidates. It could help you establish a patient advisory group. However, this approach is a quality improvement measure in and of itself. Building a patient advisory panel requires secure resources and strong leadership, planning and implementation with a whole team effort.

Tools for Step Two

Project Management tools:

• Checklist for Step Two

• The PP Engagement Activities Timeline Worksheet

• IBH-PC PP Information Spreadsheet

Messaging Tools to customize and share

• Invitation to the Patient Advisory Group Leader to assist with PP Identification

• Invitation to practice members to assist with PP Identification

• The IBH-PC Patient Partner-describes what to look for when identifying candidates

• List of PP Recommendations – worksheet to share with those identifying PP candidates to track names, details and their recommendations.

Thank you once again for taking the time to learn and understand the requirements for a thoughtful PP Journey!

Next: Download tools and begin Step Two tasks.