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