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

November 2019
The Yakima County Parent to Parent program offers emotional support and information to families raising children with special health or developmental needs. In addition to parent support, the program offers sibling support, recreation and social opportunities, a newsletter, and disability...
October 2016
This learning module provides an overview of Patient and Family Advisory Councils and outlines the steps for creating one. A number of templates councils can use are provided, and 0.5 CME credits are available upon completion.
American Medical Association, AMA Steps Forward
October 2015
This comprehensive document contains programs, practices and research to support the integration of patient and family engagement, and specific strategies for Patient and Family Advisory Councils.
National Academy of Medicine Patient & Family Council Leadership Network
October 2015
This easy to use, interactive PDF contains a vision for patient and family engagement in health care, a set of 8 change strategies, tactics and milestones and simple actions to take today.
American Institute for Research, Gordon and Betty Moore Foundation
Patient Note Sheet
October 2017
Tool for patients to effectively record discussions, decisions made and follow up items from an appointment. 
October 2019
Brochures and posters about Ask Me 3® -- an educational program that encourages patients and families to ask three specific questions of their providers to better understand their health conditions and what they need to do to stay healthy.
Institute for Healthcare Improvement
October 2017
The Be Prepared To Be Engaged toolkit will help patients and their families prepare for and become more fully engaged in their medical appointments—to be ready for the appointment, to speak up, to ask questions, to take notes. Tools are also available for clinicians and practice staff to...
October 2016
These presentation slides contain an overview of the history and positive impact of patient and family engagement within primary care practices and examples of successful patient and family advisory councils. 
October 2018
This guide outlines how practices can involve patient and family advisors in the Choosing Wisely implementation, which helps patients ask questions and make informed decisions. 
Choosing Wisely, IPFCC, PCPCC
October 2014
This four minute video provides a overview of the Patient-Centered Medical Home, and how it can improve our healthcare system for both patients and providers.
October 2019
These downloadable resources can be used by clinicians to educate patients about Choosing Wisely, which helps patients ask questions and make informed decisions. Several of these items can be placed in waiting or exam rooms or given to patients as handouts.
Choosing Wisely, ABIM Foundation
October 2019
The go-to resource for latest updates and background information on the Quality Payment Program (QPP) from the Centers for Medicare and Medicaid Services (CMS).
September 2019
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This peer-reviewed report on health care transition for pediatric to adult health care includes a process for transition preparation, planning, tracking, and follow-through and is based on more than two decades of evidence-based research. A special focus is placed on young adults with special...
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September 2018
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
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
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April 2018
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.
Military Heath System
March 2018
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...
Patient Decision Aid
March 2018
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. 
Mayo Clinic


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