For best results, complete at least Workbooks 1 – 3. Ending before Stage 3 is associated with less improvement in integrated behavioral health.

Step 3 Tools

Checklist for Step Three

Patient Centered Rules of Engagement

Patient Partner Engagement Activities

Request for Assistance with Patient Partner Engagement Activities

Instructions for Practice Members Making First Contact

Instructions for Practice Members Holding 1 - 1 Conversations

Capturing What We Learn from Patient Partner Engagement

Patient Partner Feedback Worksheet

Talking Points - Patient Partner Influence and Teamwork

Talking Points - The IBH-PC Initiative Process

Talking Points - The 5 Rs of Patient Partnering

Formal Letter - Making 1st Contact

Checklist for Holding 1 - 1 Conversations

Script Inviting the Patient Partner to Join the Team

Checklist for Step Three

3.1 Checklist for Step 3

Patient Centered Rules of Engagement

3.2 Tool-Patient Centered Rules of Engagement (PCORI)

Patient Partner Engagement Activities

3.3 Patient Partner Engagement activities

Request for Assistance with Patient Partner Engagement Activities

3.4 Request for Assistance with PP Engagement Activities

Instructions for Practice Members Making First Contact

3.5 Instructions for Practice Members Making First Contact (1)

Instructions for Practice Members Holding 1 - 1 Conversations

3.6 Instructions to practice members holding 1-1 conversations

Capturing What We Learn from Patient Partner Engagement

3.7 Capturing What We Learn from PP Engagement

Patient Partner Feedback Worksheet

3.8 PP Feedback Worksheet

Talking Points - Patient Partner Influence and Teamwork

3.9 Talking pts-Patient Partner Influence and Teamwork

Talking Points - The IBH-PC Initiative Process

3.10 Talking pts-The IBHPC Initiative process

Talking Points - The 5 Rs of Patient Partnering

3.11 Talking pts-The 5Rs of Patient Partnering

Formal Letter - Making 1st Contact

3.12 Formal letter-Making1st Contact

Checklist for Holding 1 - 1 Conversations

3.13 Checklist for Holding 1-1 conversations

Script Inviting the Patient Partner to Join the Team

3.14 Script-Inviting the PP to join the team

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