Table 3.

Patient and care team suggestions for care planning program content updates ^a

Element	Patients and care partner suggestions	Care team member suggestions
Length	Keep as short as possible	Keep as short as possible but not at the expense of contextualizing examples
Medium	Written and video	Written
Terminology	Avoid medical terminology without description(s), even for terms used routinely in health care (e.g. care plan, confidentiality)	Emphasize dialysis-specific examples and include descriptions and definitions for key terms (e.g. person-centered, shared decision-making)
	Replace term ‘life goal’ with phrase ‘needs and priorities’	Replace term ‘life goal’ with ‘personal goal’ and/or ‘needs and priorities’
Content	Provide example meeting topics, potential life priorities and more preparation questions	Provide a succinct program introduction, overview and rationale
	Use empowering language about working together, creating/maintaining open communication and actively participating in the care plan meeting	Add a graphic that shows the differences in the problem- and priority-based approaches to care plans
	Explain the potential benefit of discussing both medical and personal priorities and concerns during care plan meetings	Provide references for evidence-based support of program implementation
	Explain why family and/or care partners might attend care plan meetings	Provide a step-by-step care plan meeting conversation guide to assist in eliciting patient priorities
	Emphasize confidentiality of discussions occurring at care plan meetings	Provide example patient priorities, barriers and care plan actions
	Provide note-taking space	Give examples of potential implementation challenges and possible solutions
Logistics	Provide advanced notice of upcoming care plan meetings with options for location, timing and attendees	Use private settings for the care plan meeting and include family and/or care partners if desired by the patient
	Perform a final review of the developed care plan and associated actions prior to meeting conclusion	Provide a recommended timeline for program implementation (e.g. meeting invitations, team huddles, follow-up)
	Provide a hard copy of the care plan for the patient and/or care partner to take home	Add guidance for conducting follow-up with patients and maintaining care team communication

^a Data garnered from patient and care provider concept elicitation interviews.