General Approach to Management in Medical Practice
The general approach to management in medical practice should follow a patient-centered framework using a multidisciplinary team-based approach with shared decision-making to improve health outcomes, facilitate risk factor modification, and optimize health service utilization. 1
Core Principles of Medical Management
Patient-Centered Framework
- Management should be guided by a patient-centered framework that considers the patient's needs, preferences, and priorities 1
- Assessment should include understanding the impact of the condition on daily functioning, patient concerns about their condition, perceived control, and expectations for treatment 1
- Establish the patient's functional and valued life goals to determine what they cannot currently do as a result of their condition 1
Comprehensive Assessment
- Assessment should be brief or extensive depending on available time, whether it's a first or regular consultation, and patient needs 1
- Evaluate:
- Patient's pain characteristics (if applicable): severity, type, spread, quality
- Previous and ongoing treatments and their perceived efficacy
- Current disease activity and potential damage
- Related factors that might need attention (disability, beliefs, social influences, sleep problems, etc.)
Personalized Management Plan
- Develop a personalized treatment plan using shared decision-making 1
- Consider age, additional risk factors, psychological and sociocultural factors, economic status, barriers to adherence, and personal/family values and preferences 1
- Provide clear and salient information in written, diagrammatic, and electronic format that addresses age-related, sociocultural, psychological, language, and health literacy barriers 1
Implementation of Management
Graduated Approach
- Management should take the form of a graduated approach 1
- Focus first on non-pharmacological modalities based on availability, cost, safety issues, and patient preference 1
- Progress to pharmacological therapies when needed, with consideration of risk-benefit balance 1
Team-Based Care
- Implement a multidisciplinary team-based approach to improve outcomes 1
- Team members may include physicians, nurse practitioners, physician assistants, nurses, pharmacists, dietitians, exercise physiologists, therapists, psychologists, and social workers 1
- Continuous communication among the care team, the patient, and caregivers is essential 1
Shared Decision-Making
- Base recommendations on the patient's priorities most compatible with the likely prognosis and available treatment options 2
- Follow a three-step approach to recommendations: 2
- Evaluate the prognosis and treatment options
- Understand the range of priorities important to the patient given the prognosis
- Base recommendations on patient priorities compatible with prognosis and available treatments
Monitoring and Follow-Up
Regular Assessment
- Conduct clinical follow-up evaluation at least annually for stable patients on optimized therapy 1
- Supplement in-person evaluations with telehealth visits when clinically appropriate 1
- Use validated patient-reported disease-specific health status measures to reliably quantify symptom burden 1
Treatment Adjustment
- Systematically identify and address multifactorial barriers to medication adherence 1
- Identify patients not receiving guideline-directed medical therapy and facilitate treatment initiation 1
- Use multiple interventions for improving adherence, including provision of free/subsidized medication, reminders, single-pill combinations, and expanded roles for allied healthcare providers 1
Special Considerations
Transition of Care
- Plan transition of care from pediatric to adult services well in advance 1
- Support patients to facilitate and sustain self-management into adulthood 1
Care Pathways
- Define clear care pathways between general practice and specialist centers 1
- Manage well-controlled and lower-complexity patients in general practice 1
- Refer less well-controlled and higher-complexity patients to specialist centers, with option for shared care with general practice 1
Common Pitfalls to Avoid
- Inaccurate estimation of symptom burden by clinicians, which can lead to under- or overtreatment 1
- Failing to identify and address barriers to medication adherence 1
- Making strong recommendations based on low-certainty evidence without proper justification 3
- Overlooking the importance of non-pharmacological interventions as first-line approaches 1
- Neglecting the psychological and social aspects of patient care 1
By following these principles and implementing a structured, patient-centered approach to management, clinicians can optimize outcomes and provide high-quality care across various medical conditions.