SUPPORTING LEARNING ACTIVITY
Digital Health Resource Library and Portfolio · View tool purpose, task, and related resources
Clinician-visit preparation
Choose your visit preparation step
Select the situation that fits your current task.
Prioritize the visit agenda
List the questions, choose the one with the greatest consequence for the next step, then select two additional questions. Ask whether the agenda fits the visit time and preserve the remaining questions for follow up.
Open this workspaceCompleted fictional example: Preparing a coordination visit
Use this example to understand the level of detail that fits the visit agenda.
- Purpose of the appointment
- Clarify the next follow-up plan.
- Changes or concerns I want to describe
- I want to explain the record-transfer difficulty.
- My three highest priority questions
- Who sends the summary? Who receives it? How do I confirm the next step?
- Records, medication list, and other materials to bring
- Available summary and current medication list.
- Plan I want to confirm before the visit ends
- Action owners, dates, and the appropriate contact channel.
Save and revisit this work
Save fictional examples and approved program learning material to your CSPN notebook. Each save creates a new revision available to you and authorized program reviewers. Use the private care channel agreed with your clinical team for personal health records.
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