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Strategies to Translate One's Expertise into an Effective Consultation

Date: 04/05/2002
Source: National HIV/AIDS Clinicians' Consultation Center

dotAn effective consultant "informs without patronizing, educates without lecturing, directs without ordering, and solves the problem without making the consultee look stupid."
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dotAlways try to support the consultee.
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dotShare one's expertise and insights with enthusiasm and a positive attitude.
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dotRespect and determine the level of knowledge of the consultee (e.g. Social worker, dietician, nurse, pharmacist, nurse practitioner, physician assistant, physician, specialist, AIDS "expert")
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dotUnderstand what the question is since the consultee may not be clearly communicating the question; determine if there is a "question behind the question".
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dotBe as brief as needed (e.g. The consultee may be calling between seeing patients). Research indicates that limiting the recommendations to five or less results in improved compliance.
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dotBe specific and concise; key points can be lost in a mass of less important points. Studies indicate that compliance is improved if recommendations are specific especially for drug recommendations (dose, frequency, route).
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dotRespect your own limitations. If you are not familiar with the subject area and need to do research, or you would like to get the opinions of your colleagues, it is appropriate to say so. In this situation, give a timeline as to when you will be calling back.
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1. Bates, RC. The two sides of every successful consultation. Med Econ 1979;7(56):173-180
2. Goldman L, et al. Ten commandments for effective consultations. Arch Intern Med 1983;143:1753-1755
3. Sears CL and Charlson ME. The effectiveness of a consultation--compliance with initial recommendations. Am J Med 1983;74:870-876

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