Bob’s Personal Health Plan: What He Takes With Him

Documentation is a necessary part of any visit.  As mentioned before, health plans vary in length, depending on the length of the visit, patient preference, and clinician style.  Here is an example of a plan for Bob that was created using the My Story: Personal Health Inventory.  For teaching purposes, this is very detailed, with some additional information that was not mentioned so far.  What you put in your own plans and how you document the visit will vary.  You may just incorporate it all into your visit note.  Or you may make it a separate document that can be scanned into the electronic record.  If you use a template, you do not need to fill out every section.   The following is designed to give you some ideas.

Personal Health Plan

Name: Robert (Bob) Smith

Date: Today

Meaning, Aspiration, Purpose (MAP):

My meaning, aspiration, or purpose in life is...

“To be active with events that really matter to me.  To be there for my daughter and grandkids.  To live a full and meaningful life where I stay healthy for as long as possible.”

NOTE: It is best to put this section and the next one in their own words, if possible.

My Goal(s)

“In 12 months, I want to be able to walk my granddaughter down the aisle to give her away, and I want to stand in for the father-daughter dance with her at her wedding reception.  I also want to be able to do better taking care of my wife’s flower beds and to spend as much time as I can outside doing nature photography.”