Patient Preferences Passport

Wednesday, 05 April 2017 by

A user-friendly, patient-owned tool that consolidates important patient information, ranging from medical diagnoses and prescriptions to patient-report details such as personal health goals, care preferences, their most pressing concerns and what supports they rely on to manage their health – all captured in the patient’s own voice. The questions included in the passport derive from

  A workbook designed to spur thinking, spark dialogue and generate next steps for forging effective partnerships with patients and family members. Includes a self-assessment tool for gauging the current state of your partnership efforts, a guided pathway of next steps to advance these endeavors, concrete example of partnership in action and implementation tools.  

  This ten-question self-assessment is designed to support organizations in gauging the current state of their efforts to partner with patient and family advisors.        

  A consolidated compilation of the evidence base in support of the Patient and Family Engaged Care framework developed by Planetree in partnership with the National Academy of Medicine. Extracted from the complete discussion paper, available for download from        

Focus Groups 101

Wednesday, 05 April 2017 by

  A basic summary of best practices in focus group facilitation.        

  A white paper that highlights the unique value of focus groups, and tips for doing them well.        

Executive Rounding Tool

Wednesday, 05 April 2017 by

A tool designed to help you implement leadership rounds that are more structured, more purposeful and more meaningful. Tab one of the workbook includes questions to pose to staff during rounds, with space for capturing what you hear. Tab two includes questions to pose to patients, with space for capturing what your hear. Tab three

Care Partners Primer

Wednesday, 05 April 2017 by

  A comprehensive implementation tool for hospitals interested in introducing or enhancing a Care Partner Program. Includes evidence to build the case for the practice, sample implementation tools and practical guidance for overcoming common implementation pitfalls.        

Care Partners Implementation Plan

Wednesday, 05 April 2017 by

  This document maps out a 9-step process for implementing a Care Partner program.        

Care Partner Quality Check

Wednesday, 05 April 2017 by

  This 13-question Quality Checking Tool was developed by Planetree to support organizations in assessing the quality of their care partner program, and to help identify opportunities for strengthening the ways you partner with family members to deliver optimal patient care.        

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