1. RANKING THE IMPORTANCE OF EACH EVALUATION AREA

Ranking the importance of what you're asking a patient to track ensures they don't become overwhelmed in record keeping. It also keeps them focused on what's been identified as the area of utmost importance. For example, if nutrition is a critical component of the plan of care, put emphasis on dietary tracking over exercise and medication or supplement use.

2. IDENTIFY THE BEST TRACKING TOOL(S)

Evaluation is highly dependent upon accurate self-reporting. If the majority of your patients are not tech savvy, or do not utilize smart phones, then requiring use of an app or frequent email submission is not appropriate for your practice. Within your clinic, discuss the balance of one streamlined delivery method vs. multiple to accommodate meeting patient needs differently.

3. SETTING STANDARDS FOR DELIVERY

Set clear expectations for patients on how they should deliver their data. Is it weekly, monthly, at each visit? Should they be delivering it in person, electronically, or via mail? Create a communication plan to address the scenario of a patient who has not delivered their report - will you be offering reminders? Are they automated, or will they need to be completed by a member of your staff via a phone call, text message or email reminder?

Remember, HIPAA compliance is critical for the type of delivery you are asking.