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Recording the self-management plan

Ensure there is a record of the self-management plan which is formed by your shared decision making and goal setting discussions. The patient/client should keep a copy as well and this can be used as the basis to measure progress and outcomes at your next meeting or appointment.

 

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The self-management plan should:

  • include the agreed goals
  • the actions required
  • the way to measure outcomes or progress towards each goal
  • time scales/dates
  • follow up