COE Care Planning I - JHF

April 22, 2026

Participants will strengthen their ability to engage in effective, client-centered care planning by integrating assessment data, shared decision-making, and motivational interviewing, enhancing coordination and collaboration across the interprofessional healthcare team to improve care quality and outcomes.

Agenda:

  1. Introduction
  2. Why Care Planning Matters
    1. Role in care management
    2. Benefits for programs and clients
  3. Care Planning vs. Care Plan
    1. Key distinction between process and document
  4. Core Components of Care Planning
    1. Identifying needs and goals
    2. Decision-making and service coordination
    3. Roles and responsibilities
  5. Shared Decision-Making
    1. Client and provider roles
    2. Techniques to support collaboration
  6. Applying Care Planning in Practice
    1. Case example (treatment options and decision-making)
    2. Dynamic nature of care planning
  7. Role of Assessments
    1. Using assessment data to guide planning
    2. Common vs. ideal practice
  8. Team-Based Care Planning
    1. Interdisciplinary roles
    2. Integrating information across team members
  9. Engagement Strategies (MI)
    1. Using motivational interviewing to support care planning
    2. Key skills for engagement
  10. Key Takeaways
  11. Discussion

Target Audience

  • Nurse
  • Physician
  • Social Worker

Learning Objectives

• Differentiate care planning from the care plan and explain its impact on care quality.
• Describe how assessment data and team input inform care planning decisions.
• Apply shared decision-making and motivational interviewing to support client-centered care planning.
• Explain how effective care planning, including client involvement, improves engagement and outcomes.

 

 

Additional Information

AttachmentSize
File Audience Disclosure slides (1.25).pptx50.71 KB
File Care Planning I-Agenda- References.docx41.09 KB
PDF icon Care Planning I Draft.pdf1.28 MB
Course summary
Available credit: 
  • 1.25 AMA PRA Category 1 Credit™
    The University of Pittsburgh School of Medicine is accredited by the Accreditation Council for Continuing Medical Education to provide continuing medical education for physicians.
  • 1.25 ANCC
    UPMC Provider Unit is accredited as a provider of continuing nursing education by the American Nurses Credentialing Center’s Commission on Accreditation
  • 1.25 ASWB
  • 1.25 Attendance
Course opens: 
04/22/2026
Course expires: 
05/22/2026
Event starts: 
04/22/2026 - 12:00pm EDT
Event ends: 
04/22/2026 - 1:30pm EDT
Add to calendar: 

Participants will strengthen their ability to engage in effective, client-centered care planning by integrating assessment data, shared decision-making, and motivational interviewing, enhancing coordination and collaboration across the interprofessional healthcare team to improve care quality and outcomes.

Agenda:

  1. Introduction
  2. Why Care Planning Matters
    1. Role in care management
    2. Benefits for programs and clients
  3. Care Planning vs. Care Plan
    1. Key distinction between process and document
  4. Core Components of Care Planning
    1. Identifying needs and goals
    2. Decision-making and service coordination
    3. Roles and responsibilities
  5. Shared Decision-Making
    1. Client and provider roles
    2. Techniques to support collaboration
  6. Applying Care Planning in Practice
    1. Case example (treatment options and decision-making)
    2. Dynamic nature of care planning
  7. Role of Assessments
    1. Using assessment data to guide planning
    2. Common vs. ideal practice
  8. Team-Based Care Planning
    1. Interdisciplinary roles
    2. Integrating information across team members
  9. Engagement Strategies (MI)
    1. Using motivational interviewing to support care planning
    2. Key skills for engagement
  10. Key Takeaways
  11. Discussion

 

Zoom Meeting
Pittsburgh, PA
United States

Elizabeth Schrage, MA, MPP, Senior Program Implementation Specialist

Brian Issi, MSW, LSW, MBA, Associate Program Implementation Specialist

Julie Brewer, MSW, MPH, Senior Program Implementation Specialist

 

In support of improving patient care, this activity has been planned and implemented by the University of Pittsburgh and The Jewish Healthcare Foundation. The University of Pittsburgh is jointly accredited by the Accreditation Council for Continuing Medical Education (ACCME), the Accreditation Council for Pharmacy Education (ACPE), and the American Nurses Credentialing Center (ANCC), to provide continuing education for the healthcare team.
As a Jointly Accredited Organization, University of Pittsburgh is approved to offer social work continuing education by the Association of Social Work Boards (ASWB) Approved Continuing Education (ACE) program. Organizations, not individual courses, are approved under this program. State and provincial regulatory boards have the final authority to determine whether an individual course may be accepted for continuing education credit. University of Pittsburgh maintains responsibility for this course. Social workers completing this course receive 1.25 continuing education credits.

Physician (CME)
The University of Pittsburgh designates this live activity for a maximum of 1.25 AMA PRA Category 1 Credits™. Physicians should claim only the credit commensurate with the extent of their participation in the activity.

Nursing (CNE)
The maximum number of hours awarded for this Continuing Nursing Education activity is 1.25 contact hours.

Social Work (ASWB)
The maximum number of hours awarded for this Continuing Social Work Education activity is 1.25 contact hours.

Other health care professionals will receive a certificate of attendance confirming the number of contact hours commensurate with the extent of participation in this activity.

Available Credit

  • 1.25 AMA PRA Category 1 Credit™
    The University of Pittsburgh School of Medicine is accredited by the Accreditation Council for Continuing Medical Education to provide continuing medical education for physicians.
  • 1.25 ANCC
    UPMC Provider Unit is accredited as a provider of continuing nursing education by the American Nurses Credentialing Center’s Commission on Accreditation
  • 1.25 ASWB
  • 1.25 Attendance
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