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. 2018 Sep 24;18:219. doi: 10.1186/s12909-018-1328-6

Table 3.

Scoring grid used for individual care plans (Note: SMART – Specific, measurable, achievable, realistic and timely)

Partner in Health
 No. of questions answered 0 (no questions) 1 (1–11) 2 (all questions)
Cue and Response
 Scored by health practitioner 0 (none) 1 (some) 2 (all)
 Scored by client 0 (none) 1 (some) 2 (all)
 Notes provided around scores < 4 or discrepancy > 3 0 (none) 1 (some) 2 (all)
 Enough notes on discussion of scores 0 (no notes) 1 2 (limited notes) 3 4 (detailed notes)
 Notes are written from client’s perspective 0 (none) 1 2 (reflects client perspective) 3 4 (client’s own words)
 Identified issues transferred to care plan 0 (none) 1 (some) 2 (all)
Problem and Goals
 Problem statement 0 (neither) 1 2 (succinct or first person) 3 4 (succinct and first person)
Response to problem 0 (none) 1 2 (reflects client perspective) 3 4 (client’s own words)
 Appropriate impact response 0 (absent) 1 2 3 4 (describes what happens)
 Appropriate feeling response 0 (absent) 1 2 3 4 (describes feelings)
 Problem statement 0 (no response) 1 2 3 4 (all response to open questions are reflected)
 Client scored problem 0 (none) 1 (scored 0,1,2) 2 (scores > 3)
 Medium to long-term goal statement 0 (no response) 1 2 3 4 (linked to problem statement
 Goal 0 (absent) 1 (either positive or regular activity) 2 (both positive and regular)
 SMART goal 0 (absent) 1 (some elements) 2 (all elements)
Client scored goal 0 (no score) 1 (scored 6, 7 or 8) 2 (scored < 6)
Care Plan
 Transfer of problem statement and score 0 (absent) 1 (transferred problem statement or score) 2 (transferred both elements)
 Transfer of goal statement and score 0 (absent) 1 (transferred goal statement or score) 2 (transferred both elements)
 Language 0 (technical language and jargon) 1 2 3 4 (client’s own words, avoiding technical language and jargon)
 Management aims – what client wants to achieve 0 (none) 1 2 (not clinically focused) 3 4 (present)
 Manageable Interventions 0 (none) 1 2 3 4 (small steps)
 Client’s name 0 (absent) 1 2 (present)
 Review date 0 (absent) 1 (some) 2 (all)