Office Visit, Interview Techniques, and Recommendations to Parents
Office Visit, Interview Techniques, and Recommendations to Parents
Joshua S. Borus
Elizabeth R. Woods
KEY WORDS
Communication
Confidentiality
HEEADSSS
Interview techniques
Office Visit
Parental Advice
Provider Advice
Rapport
The skillful care of adolescent and young adult (AYA) patients requires competence that cannot be learned from a text alone. While we review some principles and goals of management in this chapter, the art of relating to AYAs is improved only with practice and reflection. Both process and content of an interview are important and one impacts the other. AYAs are much more likely to share concerns and information with a provider if the provider establishes rapport and trust. It is extremely difficult to care for an adolescent or young adult patient who is not open with his or her concerns; so time and energy invested in building rapport are essential.
GENERAL GUIDELINES FOR THE OFFICE VISIT
Comfort with Adolescents and Young Adults
While it may seem self-evident, effective care of the adolescent or young adult requires the health care provider to feel comfortable with and enjoy working with this population. Providers who are uncomfortable with critical issues related to the care of AYAs (i.e., contraception, sexual health, substance use, independence) should refer their patients to providers who are comfortable working with this population.
There is significant overlap in the approach to AYAs, and as such these two populations are often grouped together in this chapter. However, there are some notable differences in the approach to the adolescent compared to the young adult based on chronologic and developmental age, especially with respect to consent, confidentiality, and privacy (see Chapter 9). We describe three approaches to the adolescent visit. Although these approaches translate well to the young adult population, we also review issues specific to young adults in more depth.
Meeting the Adolescent and Family: Initial Visit
The overarching goal of the AYA health visit is to improve outcomes for AYAs and help them establish good health practices as they move into adulthood. An important objective of the first visit is to build rapport with the patient and the family. Establishing the ground rules of the relationship, building trust, and focusing the visit on the adolescent’s concerns can achieve this. Confidentiality and its limits (see below) must be discussed,1,2,3 as well as giving practice and provider contact information to both the adolescent and parent. This helps establish the adolescent as the principal participant in the visit while also recognizing the importance of the parent’s role. Typically, one of three approaches is used to start the interview.
Start with Adolescent and Parent Together
Some providers prefer to start the interview with adolescent and parent(s) together. How the adolescent and parent(s) interact with one another (Does the parent speak for the adolescent instead of letting the patient answer? Are the parent and teen interacting with their phones and texting or using the time to talk and share?) can provide insight into the family interactions and inform the provider’s strategy for addressing issues uncovered during the visit. Additionally, meeting together reinforces the importance of direct adolescent and parent communication. After introductions are delivered, a verbal outline or “roadmap” of the visit should be provided to the patient and the parent(s). This is often a time to discuss medical history, family history, and potentially nonsensitive social topics. Upon conclusion of this segment, the provider then asks the parent(s) to leave the room while the remainder of the history is completed with the adolescent alone.
Start with Parent Alone
Some providers like to include separate time at the initial visit with parent(s) and then conduct the confidential interview with the adolescent. This option offers an opportunity for the parent(s) to express concerns about the adolescent in private. After greeting everyone, the clinician explains the order of the visit and establishes confidentiality so that there is no confusion about the process or logistics of the visit. The clinician then meets with the parent(s) first, enabling them to express sensitive concerns at the beginning of the visit so that there is adequate time to address them. The clinician then meets with the adolescent alone to discuss the patient’s concerns, obtain additional history, and conduct the physical examination. The visit concludes with the clinician summarizing with everyone. This approach ensures that the teen sees that the provider is not divulging confidential information to the family. Follow-up visits can start with a brief meeting with the parents alone if major issues persist, but should switch over to one of the other types of visits described.
Start with Adolescent Alone
An alternative approach is to meet first with the adolescent patient. This approach allows the provider to establish trust and focus attention on the adolescent. After meeting with the adolescent privately, the adolescent and parent(s) meet with the clinician together to complete the visit. It is important for the adolescent to understand that his or her parent(s) will likely be asked about the patient’s past medical history as well as any parental concerns. Thus, confidentiality may need to be reviewed twice, once with adolescent alone so they feel comfortable and again when the parent is present so everyone understands the rules of the clinic.
Summarizing
The assessment usually concludes with a summary of the clinician’s evaluation and management plan, including anticipatory guidance. Most of the discussion themes (e.g., concrete goals for eating healthier, resolution to get help from a math teacher, details about using a medication) can be done with the adolescent and family together, but sensitive concerns (e.g., smarter decision-making around sexual practices) should be discussed with the teen on his or her own. The parent’s role in this process diminishes as the teen matures into young adulthood.
The Young Adult Visit
Typically, young adults come to medical visits alone, making these interactions more straightforward. However, when a parent(s) presents with the young adult, it is essential (particularly when a chronic disease is being addressed) that there is a clear understanding that the young adult is in charge of his or her health care. Legal age requirements governing the definition of adulthood vary across the globe (see Chapter 9) relative to who has control of and rights to medical information. It is important for the provider to understand these legal definitions. In most geographic locations, the provider will need verbal as well as written permission from the young adult to speak with a family member to help the patient with a treatment regimen or gain additional history. Regardless, young adults should be given an opportunity to consent to having their parent(s) involved in the summary of nonconfidential issues or participate in a discussion about how the parents can support the young adults in their health care.
Office Setup
Space
AYAs prefer their own waiting room (or separate area) that is relaxed, welcoming, and developmentally appropriate.4 Some practices have separate blocks of time devoted to the AYAs in an effort to create this type of environment. If possible, clinic space should include an area that can accommodate larger groups for family or treatment team meetings. The examination room should include an examination table that has a curtain to promote a sense of privacy.
Clinic Staff
All clinic staff should have training on the developmental and health needs of AYAs. The clinic staff should adopt an AYA-friendly and nonjudgmental approach. Staff and receptionists should be familiar with issues such as confidentiality, crisis calls, and billing procedures. The staff should have flexible appointment booking procedures, including times to accept walk-in patients or a patient and his or her family who are in crisis. Every possible effort should be made to reduce wait times for young people.
Availability of Educational Materials
Age-appropriate magazines, hotline numbers, posters, and health education brochures both welcome the patient and signal that the provider is ready to talk about all topics, especially among youth who may be more reticent to discuss sensitive issues. Some practices place these materials in private places such as exam rooms and bathrooms to make them easier to obtain anonymously.
Appointments
Ideally (though perhaps not possible in some office settings), initial comprehensive visits should be given an hour in the schedule. Provision of after-school/early evening hours is critical for the patient to avoid missing school or employment. Discussion of who is needed at follow-up appointments (patient alone versus family and/or partner versus both patient and family and/or partner) should be identified at the end of the first visit. Finally, consult with the adolescent or young adult alone on the best way to make contact for follow-up test results to protect his or her confidentiality.
Billing for Sensitive Services in the United States
In the United States, billing for services that the adolescent or young adult wishes to keep confidential is highly dependent on the patient’s insurance. The legal age of majority (18 years in most US states) allows the young person to control his or her medical record. Insurance coverage now allows the parents to continue to maintain the adolescent or young adult on his or her health care plan through age 26 years. Thus, when confidential services are billed to the insurance, the patient’s services will likely result in an explanation of benefits to the primary holder of the insurance plan (e.g., parent(s)) about the nature of the visit. Many issues can be disguised by billing under general symptom codes (e.g., “dysuria” or “cervicitis” instead of “chlamydia,” if appropriate).
When a practice has general screening rules, it is much easier to explain certain tests. For example, “Mrs. Jones, our clinic policy is to run a pregnancy test on all females with abdominal pain.” Some practices elect to bill the adolescent or young adult directly or absorb the costs of certain diagnoses or tests to protect the patient, but this is not always possible. Other options include directing the adolescent or young adult to obtain Medicaid funds for conditions such as pregnancy, family planning, or substance abuse or refer him or her to a health care setting that can provide low cost or free confidential services.
Note Taking/Electronic Communication
Patients should be aware that confidential aspects of care might be included in notes, letters, or electronic communication with other providers when appropriate. While there are benefits to electronic health records (EHRs), they also add layers of complexity around documenting sensitive diagnoses, patient information, and lab results (see Chapters 9 and 10). As more clinicians embrace EHRs, the ease with which accessing patient data increases, as does the ease with which confidentiality can be broken. For example, an emergency department provider sharing lab results with a patient and family may inadvertently reveal a positive screen for sexually transmitted infections or mistakenly disclose the adolescent’s use of birth control when showing them a computer screen. To protect the AYAs’ confidentiality when EHRs do not allow for sensitive information to remain confidential,5 it may be necessary to establish mechanisms or protocols by which sensitive diagnoses or topics are not disclosed to parents. Patient portals, which allow patients access to their medical record or lab results remotely, also need to be considered carefully. The adolescent patient may be under pressure from a parent to allow unrestricted access to his or her record. Some strategies include creation of confidential diagnoses, fields, and/or medication sections that can only be accessed by in-system providers (see Chapters 9 and 10).
Interview Structure
It is not imperative to follow a rigidly proscribed format, but three central tasks must be addressed:
Introduction in which the adolescent or young adult is put at ease, a roadmap of the visit is presented, and confidentiality is discussed;
Definition of the patient’s concerns/feelings and other information gathering; and
Summary in which the patient is informed about results of the examination, concerns are addressed, questions answered, nonconfidential issues summarized with the parents when appropriate and follow-up interval established.
Previsit Questionnaires
More providers are using written questionnaires completed by the patient either at home or in the waiting room to gather information. These questionnaires may help prompt the adolescent or young adult to consider important topics that he or she might want to address during the encounter. However, answers to sensitive questions may not be accurate if the surveys are completed in public spaces. Some providers use written screening tools to increase delivery of preventive services and screen for social determinants of health.6,7 For mental health issues, the Patient Health Questionnaire (PHQ-9)8 is a validated depression screen for teens and young adults (see Chapter 70), and the Self-Report for Childhood Anxiety Related Disorders (SCARED) has been validated as a screen for common anxiety disorders in adolescents.9 The American Academy of Pediatrics has developed questionnaires for early, middle, and late adolescents/young adults to screen for a variety of issues at each visit through the Bright Futures project.10
Electronic Screening
With increased use of social media, many AYAs find the computer a nonthreatening way to disclose personal information that can be addressed in the clinical session.11,12,13 Electronic screening allows collection of data before entry into the clinician’s office, saving time in the encounter for discussing results rather than obtaining information.
Establish Rapport
Creating rapport is of paramount importance in the AYA patient-provider relationship, and it may require more than one visit to establish.14,15 However, if rapport and trust are not built, subsequent visits will likely be ineffective. Helpful ways to engage AYAs include the following:
Begin by introducing yourself to the adolescent or young adult and parent(s), if present. Address/shake hands with the patient first.
Invest a few minutes chatting informally about nonsensitive topics such as friends, school, or hobbies. This decreases tension and may provide insights into the patient’s personality, mood, and how she or he conceptualizes and articulates thoughts and feelings.
Let the adolescent or young adult talk for a while on topics of interest to him or her.
Treat all patients’ comments seriously.
Start with nonthreatening health questions such as a review of systems if the patient is highly tense or suspicious.
Explore issues that concern the adolescent or young adult. These issues may differ dramatically from concerns expressed by the parents (see Table 4.1).
TABLE 4.1 Interviewing Suggestions for AYAs
Shake hands with the adolescent first.
Ask questions in context.
Focus initial history taking on the patient’s complaints or problems.
Identify who has the problem (i.e., Is this problem the teen’s concern or the parent’s?).
Talk in terms that the adolescent will understand.
Highlight the positive.
Avoid lecturing and admonishing.
Take a neutral stance.
Usually, the less the interviewer says the better.
Avoid writing during the interview, especially during sensitive questioning.
Criticize the activity, not the adolescent, and explain why you have concern.
Assess your own ability to listen. A provider’s difficulty in listening may be related to his or her own resentments or opinions of the adolescent’s behavior.
When asking direct questions:
use less personal questions before more personal questions,
use open-ended questions, and
avoid assumptions about gender and sexual preferences.
Ensure Confidentiality
Only gold members can continue reading. Log In or Register to continue