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8/10/2017
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Understanding Personality Types to Enhance Patient Engagement
Marc AtkinSr. Key Account ManagerNew England8/11/17
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How Many Meaningful Interactions Does the Average Person Have in 1 Day?
7‐16
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How Many Meaningful Interactions Do YOU Have in 1 Day?
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“Everything that irritates us about
others can lead us to an understanding of ourselves.”1
‐Carl JungCarl Jung was a Swiss psychiatrist
and founder of analytical psychology.2
1. Jung CG, Jaffé A. Memories, Dreams, Reflections. New York, NY: Vintage Books; 1965.2. Carl Jung. (2014, May 26). New World Encyclopedia, . Retrieved 16:54, October 7, 2014 from http://www.newworldencyclopedia.org/p/index.php?title=Carl_Jung&oldid=981806.
How Many Meaningful Interactions Do YOU Have in 1 Day?
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Lesson Objectives
• UNDERSTAND: To understand the importance of effective patient‐provider communications in patient adherence and outcomes. We will explore this topic with a focus on glaucoma, cataracts, and allergy.
• RECOGNIZE AND ADAPT: To learn to use the Merrill‐Reid Model to identify both your own personality type and that of your patient in order to adapt and customize how you approach the patient and the situation.
• APPLY: To discuss ideas for taking personality types into account and how to apply them to adapt the way you communicate with patients to optimize your interactions.
Our goal is to provide appropriate patient‐focused tips and toolsthat will help enhance the quality of care.
Merrill DW, Reid RH. Personal Styles & Effective Performance. Radnor, PA: Chilton Book Company; 1981.
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Lesson 1: ADAPT to the Patient to Enhance Care
To improve communication with patients, providers must learn how to ADAPT their own personality and communication styles to those of their patients.
Assess your own typeDetermine the types of othersAnalyze patterns and characteristicsPlan and Practice to accommodate others’ needsTreat others as they want to be treated
ADAPT
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Recognizing Your Own Personality Type
AmiableExpressiveDriving Analytical
Logical
Detailed
Organized
Planner
Perfectionist
Orderly
Systematic
Accurate
Controlled
Rational
Objective
Cautious
Visionary
Business-oriented
Competitive
Bold
Confident
Leader
Daring
Task-oriented
Decisive
Strong-willed
Influential
Forceful
Empathetic
Understanding
Friendly
Supportive
Peacemaker
Sensitive
Patient
Compromising
Agreeable
Adaptable
Considerate
Likeable
Outspoken
Sociable
Emotional
Spontaneous
Adventurous
Verbal
Convincing
Enthusiastic
Action-oriented
Inspirational
Impulsive
Persuasive
Determine Your Dominant Personality Style. Innovations Web site. http://www.innovint.com/downloads/personality-profile-results.php. Accessed January 27, 2017.
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AmiableExpressiveDriving Analytical
Logical
Detailed
Organized
Planner
Perfectionist
Orderly
Systematic
Accurate
Controlled
Rational
Objective
Cautious
Visionary
Business-oriented
Competitive
Bold
Confident
Leader
Daring
Task-oriented
Decisive
Strong-willed
Influential
Forceful
Empathetic
Understanding
Friendly
Supportive
Peacemaker
Sensitive
Patient
Compromising
Agreeable
Adaptable
Considerate
Likeable
Outspoken
Sociable
Emotional
Spontaneous
Adventurous
Verbal
Convincing
Enthusiastic
Action-oriented
Inspirational
Impulsive
Persuasive
Recognizing Your Own Personality Type
Insert your Driving total
Insert your Expressive total
Insert your Amiable total
Insert your Analytical total
Determine Your Dominant Personality Style. Innovations Web site. http://www.innovint.com/downloads/personality-profile-results.php. Accessed January 27, 2017.
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Flip Chart
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Provider's Guide to RecognizingDifferent Personality Types
Analytical• Highly detailed• Data-oriented
• Reserved & controlled• Organized
• Logical• Accurate
Driving• Goal-focused• Competitive
• Task-oriented• Strong-willed
• Confident & bold• Business-focused
Amiable• Friendly & supportive
• Conflict avoider• Peacemaker
• Highly sensitive• Understanding
• Patient• Adaptable
Expressive• Outspoken & talkative
• Sociable• Emotional• Charming
• Spontaneous• Lively
• Adventurous
Tell
Ask
People-orientedTask-focused
Determine Your Dominant Personality Style. Innovations Web site. http://www.innovint.com/downloads/personality-profile-results.php. Accessed January 27, 2017.
8/10/2017
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1. Kessels, RPC. Patients’ memory for medical information. J R Soc Med, 96(5): 219-222. 2. Statistics and Data. National Eye Institute (NEI) Web site. https://www.nei.nih.gov/eyedata/. Accessed June 6, 2014. 3. Abeles N; American Psychological Association. What Practitioners Should Know About Working With Older Adults. Professional Psychology: Research and Practice. 1998;29(5):413-427. 4. Juzych MS, Randhawa S, Shukairy A, Kaushal P, Gupta A, Shalauta N. Functional health literacy in patients with glaucoma in urban settings. Arch Ophthalmol. 2008;126(5):718-724. 5. Glanz, K, Beck AD, Bundy L, Primo S, Lynn MJ, et al. Impact of a Health Communication Intervention to Improve Glaucoma Treatment Adherence. Arch Ophthalmol. 2012;130(10):1252-1258. 6. Hermann MM, Ustundag C, Diestelhorst M. Electronic compliance monitoring of topical treatment after ophthalmic surgery. Int Ophthalmol. 2010;30(4):385-390. 7. Schultz J. Eyedropper monitor measures degree of patient compliance. Healio Web site. http://www.healio.com/news/print/ocular-surgery-news-europe-asia-edition/%7Bf2be730d-916c-4cdc-9992-8edc36152306%7D/eyedropper-monitor-measures-degree-of-patient-compliance. Published November 2005. Accessed July 2, 2014. 8. Stevenson FA, Cox K, Britten N, Dundar Y. A systematic review of the research on communication between patients and health care professionals about medicines: the consequences for concordance. Health Expectations. 2004;7:235-245.
Did You Know?
Of glaucoma patients have poor health literacy which contributes to a lack of understanding about the disease.450%
Of cataract patients apply less than half of their total dosage of postsurgical eye drops.6,750%
Of cataract and glaucoma patients are over the age of 80 – and age can impact information processing speed.2,3
Nearly
33%
Of glaucoma patients are non-adherent with taking medication.596.2%
Of patients remember as little as 14% of spoken instructions.114%
But it’s not hopeless…Improving patient-provider communication has
been shown to have a positive impact on patient knowledge, adherence, health outcomes,
and satisfaction8
But it’s not hopeless…Improving patient-provider communication has
been shown to have a positive impact on patient knowledge, adherence, health outcomes,
and satisfaction8
13 | ©2014 Novartis 8/14 PCM14048SK
Percentage of Population by Personality Types
•Amiable - 40%
•Expressive – 28%
•Driver – 18%
•Analytical – 14%
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Analytical• Highly detailed• Data-oriented
• Reserved & controlled• Organized
• Logical• Accurate
Driving• Goal-focused• Competitive
• Task-oriented• Strong-willed
• Confident & bold• Business-focused
Amiable• Friendly & supportive
• Conflict avoider• Peacemaker
• Highly sensitive• Understanding
• Patient• Adaptable
Expressive• Outspoken & talkative
• Sociable• Emotional• Charming
• Spontaneous• Lively
• Adventurous
Tell
Ask
People-orientedTask-focused
ExpressiveMr. Smith is a glaucoma patient who is friendly to staff and physicians and seems to enjoy his visits. He seems more focused on the social aspect of the visit than adhering to the details of his treatment plan.
Not actual patient. Hypothetical patient profile.
AmiableMrs. Waters, a cataract patient, willingly accepts the doctor’s recommendation for surgery but becomes withdrawn and hesitant to book surgery after discussing details of the procedure and perioperative care.Not actual patient. Hypothetical patient profile.
Provider’s Guide to RecognizingDifferent Personality Types: Case Study
DrivingMr. Jones is a cataract patient who makes quick decisions about his care and wants to take immediate action, like scheduling surgery quickly.
Not actual patient. Hypothetical patient profile.
AnalyticalMrs. Day, a previously diagnosed glaucoma patient, returns with questions about her treatment options after extensively researching her condition and seems skeptical about her diagnosis.
Not actual patient. Hypothetical patient profile.
Determine Your Dominant Personality Style. Innovations Web site. http://www.innovint.com/downloads/personality-profile-results.php. Accessed January 27, 2017.
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Recognizing the Driving Type
• Results‐oriented
• May appear uncommunicative, cool, and competitive
• Tend to initiate action and take risks
• Prefer to be presented with options from which they can choose
• Want to make their own decisions
People with a Driving type: What they talk about:
I will
“Look, my vision’s getting worse and I want to fix it, so
just tell me what my options are and I will make a decision right
now.”
“I will schedule the surgery as soon as possible. What’s the
earliest date you have available?”
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Recognizing the Driving Type
People with a Driving type:
Tone of voice & pace of speech:
Loud
Use voice to emphasize point
“Why do I have to wait a month for my surgery? I’m sure I could find another practice that has something
available sooner than that!”
• Results‐oriented
• May appear uncommunicative, cool, and competitive
• Tend to initiate action and take risks
• Prefer to be presented with options from which they can choose
• Want to make their own decisions
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Recognizing the Driving Type
People with a Driving type: Body language:
Leans forward
Limited or no facial expressions
Intense eye contact
Deliberate movements
• Results‐oriented
• May appear uncommunicative, cool, and competitive
• Tend to initiate action and take risks
• Prefer to be presented with options from which they can choose
• Want to make their own decisions
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Recognizing the Driving Type
People with a Driving type: Responsiveness:
Quick to respond but can appear preoccupied
Mr. Jones looks down at his cell phone while the surgical coordinator is reviewing
perioperative instructions but responds quickly when a surgery
date is offered.
• Results‐oriented
• May appear uncommunicative, cool, and competitive
• Tend to initiate action and take risks
• Prefer to be presented with options from which they can choose
• Want to make their own decisions
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Recognizing the Driving Type
People with a Driving type: Listening pattern:
Wants to control the conversation
Before the surgical scheduler asks him for any information, Mr. Jones asks, “what do you need from me to
move this forward?”
• Results‐oriented
• May appear uncommunicative, cool, and competitive
• Tend to initiate action and take risks
• Prefer to be presented with options from which they can choose
• Want to make their own decisions
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Recognizing the Driving Type
People with a Driving type:
How they may react during a stressful situation:
Pushy, Severe
Tough, Dominating
Harsh
Mr. Jones interrupts while the technician is reviewing
educational materials with him, impatiently noting, “the doctor already reviewed this with me.”
• Results‐oriented
• May appear uncommunicative, cool, and competitive
• Tend to initiate action and take risks
• Prefer to be presented with options from which they can choose
• Want to make their own decisions
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Recognizing the Driving Type
People with a Driving type:
Strong‐willed
Independent
Practical and Efficient
Decisive
“Let’s go with the 15th. I’ve got it on my calendar — no need for an
appointment card. Let’s sign any necessary paperwork now, please.”
Virtuous qualities:
• Results‐oriented
• May appear uncommunicative, cool, and competitive
• Tend to initiate action and take risks
• Prefer to be presented with options from which they can choose
• Want to make their own decisions
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People with an Expressive type:
Recognizing the Expressive Type
What they talk about:
I want
“I want to control my glaucoma but I am forgetful when it comes to
taking my medication. What do you think is the best way to help me stay
on track?”
• Involve other people in their thoughts and feelings
• Want friends to support their goals
• Have little concern for practical details
• Take risks in making decisions
• Base decisions on personal opinion
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People with an Expressive type:
Recognizing the Expressive Type
Tone of voice & pace of speech:
Loud
Animated
Easily distracted
“I can’t remember to use those drops when I have to watch my grandkids in the mornings! You
know what little kids are like! By the way, did I show you a picture of my
newest grandson?”
• Involve other people in their thoughts and feelings
• Want friends to support their goals
• Have little concern for practical details
• Take risks in making decisions
• Base decisions on personal opinion
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People with an Expressive type:
Recognizing the Expressive Type
Body language:
Leans forward
Lots of gestures
Good eye contact, but may look to others for their input on
eye care decisions
• Involve other people in their thoughts and feelings
• Want friends to support their goals
• Have little concern for practical details
• Take risks in making decisions
• Base decisions on personal opinion
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People with an Expressive type:
Recognizing the Expressive Type
Responsiveness:
Open & Warm
Enjoys the conversation
“I always enjoy coming here. You’re all so helpful! Would you mind
giving me some extra brochures? I don’t need them because you’ve already explained it to me. But my daughter will probably have a
bunch of questions.”
• Involve other people in their thoughts and feelings
• Want friends to support their goals
• Have little concern for practical details
• Take risks in making decisions
• Base decisions on personal opinion
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People with an Expressive type:
Recognizing the Expressive Type
Listening pattern:
Listens & reacts to what you are saying
Talks about interests, rather than about his ocular condition
When the doctor tells him that his glaucoma has progressed, he replies,
“really? I’m so sorry. I haven’t noticed any changes to my eyesight. I’m really trying hard to take
my drops all of the time!”
• Involve other people in their thoughts and feelings
• Want friends to support their goals
• Have little concern for practical details
• Take risks in making decisions
• Base decisions on personal opinion
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People with an Expressive type:
Recognizing the Expressive Type
How they may react during a stressful situation:
Manipulative
Excitable & Reactive
Undisciplined
Egotistical
“I’m trying my hardest to take my drops, but I’m very busy with my volunteer work so sometimes I
forget. Don’t all your patients have this problem?”
• Involve other people in their thoughts and feelings
• Want friends to support their goals
• Have little concern for practical details
• Take risks in making decisions
• Base decisions on personal opinion
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People with an Expressive type:
Recognizing the Expressive Type
Virtuous qualities:
Ambitious
Stimulating
Enthusiastic
Dramatic
Friendly
“I trust you, Doc! Whatever you think I should do to lower my IOP, I
will do!”
• Involve other people in their thoughts and feelings
• Want friends to support their goals
• Have little concern for practical details
• Take risks in making decisions
• Base decisions on personal opinion
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Recognizing the Personality Styles of Others:Ineffective Vignette
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People with an Amiable type:
Recognizing the Amiable Type
What they talk about:
I feel
“I feel like I still see okay and have been managing just fine. All of the information that you gave me about surgery is very helpful but it’s a lot to consider. I just want to make sure surgery is
absolutely necessary.”
• Accept authority if other person is friendly and understanding
• Want to be accepted by others
• Tend to move slowly
• Avoid risk, preferring to stick with the comfortable and known
• Seek guidance when making a change
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People with an Amiable type:
Recognizing the Amiable Type
Tone of voice & pace of speech:
Quiet
Does not vary voice much
Slow & steady pace
Quietly asks, “are you sure surgery is absolutely necessary?”
• Accept authority if other person is friendly and understanding
• Want to be accepted by others
• Tend to move slowly
• Avoid risk, preferring to stick with the comfortable and known
• Seek guidance when making a change
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People with an Amiable type:
Recognizing the Amiable Type
Body language:
Leans back
Some facial expressions
Good eye contact
• Accept authority if other person is friendly and understanding
• Want to be accepted by others
• Tend to move slowly
• Avoid risk, preferring to stick with the comfortable and known
• Seek guidance when making a change
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People with an Amiable type:
Recognizing the Amiable Type
Responsiveness:
Friendly & Responsive
Likes to converse on topics with which they are comfortable and familiar but tends to withdraw if they are not
knowledgeable about the topic.
“I may want to speak to some friends who have had cataract surgery first.”
• Accept authority if other person is friendly and understanding
• Want to be accepted by others
• Tend to move slowly
• Avoid risk, preferring to stick with the comfortable and known
• Seek guidance when making a change
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People with an Amiable type:
Recognizing the Amiable Type
Listening pattern:
Good listener
Shows concern
Mrs. Waters nods her head and maintains eye contact as the
doctor speaks.
• Accept authority if other person is friendly and understanding
• Want to be accepted by others
• Tend to move slowly
• Avoid risk, preferring to stick with the comfortable and known
• Seek guidance when making a change
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People with an Amiable type:
Recognizing the Amiable Type
How they may react during a stressful situation:
Conforming
Unsure
Pliable
Dependent
Awkward
Mrs. Waters becomes hesitant and nervous as the technician motions for her to approach the A‐SCAN
device.
• Accept authority if other person is friendly and understanding
• Want to be accepted by others
• Tend to move slowly
• Avoid risk, preferring to stick with the comfortable and known
• Seek guidance when making a change
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People with an Amiable type:
Recognizing the Amiable Type
Respectful
Willing
Dependable
Agreeable
“Thank you for spending so much time talking to me about the different types
of lenses. I agree that the one you recommended is the right choice.”
Virtuous qualities:
• Accept authority if other person is friendly and understanding
• Want to be accepted by others
• Tend to move slowly
• Avoid risk, preferring to stick with the comfortable and known
• Seek guidance when making a change
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People with an Analytical type:
Recognizing the Analytical Type
What they talk about:
I think
“I’d like to think over my options before I make a final decision about
my treatment plan.”
• Appear to be cool and detached
• Are cautious about showing personal warmth
• Place more emphasis on facts and logic
• Are cooperative in their actions when given some autonomy
• Want to look at the facts in a systematic, accurate manner
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People with an Analytical type:
Recognizing the Analytical Type
Tone of voice & pace of speech:
Quiet
Moderate pace with focus on details
Mrs. Day softly asks the doctor, “Can you please explain how this
new medication works?”
• Appear to be cool and detached
• Are cautious about showing personal warmth
• Place more emphasis on facts and logic
• Are cooperative in their actions when given some autonomy
• Want to look at the facts in a systematic, accurate manner
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People with an Analytical type:
Recognizing the Analytical Type
Body language:
Leans back
Limited facial expressions
Limited eye contact and gestures
• Appear to be cool and detached
• Are cautious about showing personal warmth
• Place more emphasis on facts and logic
• Are cooperative in their actions when given some autonomy
• Want to look at the facts in a systematic, accurate manner
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People with an Analytical type:
Recognizing the Analytical Type
Responsiveness:
May appear unresponsive
Reserved & Cautious
Upon hearing her glaucoma diagnosis, Mrs. Day does not
respond initially but then asks the doctor for more information to review on her own at home.
• Appear to be cool and detached
• Are cautious about showing personal warmth
• Place more emphasis on facts and logic
• Are cooperative in their actions when given some autonomy
• Want to look at the facts in a systematic, accurate manner
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People with an Analytical type:
Recognizing the Analytical Type
Listening pattern:
Listens, but may appear as if they are not
Mrs. Day appears to be lost in thought after hearing that she has been diagnosed with glaucoma.
• Appear to be cool and detached
• Are cautious about showing personal warmth
• Place more emphasis on facts and logic
• Are cooperative in their actions when given some autonomy
• Want to look at the facts in a systematic, accurate manner
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People with an Analytical type:
Recognizing the Analytical Type
How they may react during a stressful situation:
Critical
Indecisive & Picky
Stuffy
Moralistic
“I have done some research regarding the medications you prescribed and I have some
questions for you regarding the side effects.”
• Appear to be cool and detached
• Are cautious about showing personal warmth
• Place more emphasis on facts and logic
• Are cooperative in their actions when given some autonomy
• Want to look at the facts in a systematic, accurate manner
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People with an Analytical type:
Recognizing the Analytical Type
Industrious
Persistent
Serious
Exacting, Orderly
“After reflecting on the information that you provided and doing my own research,
I fully understand the seriousness of glaucoma and will take my medication as
directed.”
Virtuous qualities:
• Appear to be cool and detached
• Are cautious about showing personal warmth
• Place more emphasis on facts and logic
• Are cooperative in their actions when given some autonomy
• Want to look at the facts in a systematic, accurate manner
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Recognizing the Personality Styles of Others:Ineffective Vignette
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Lesson 2: ADAPT to Meet the Patient’s Needs
Assess your own type
Determine the types of others
Analyze patterns and characteristics
Plan and Practice to accommodate others’ needs
Treat others as they want to be treated
A
D
A
P
T
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Provider’s Guide to RecognizingDifferent Personality Types
Analytical• Highly detailed• Data-oriented
• Reserved & controlled• Organized
• Logical• Accurate
Driving• Goal-focused• Competitive
• Task-oriented• Strong-willed
• Confident & bold• Business-focused
Amiable• Friendly & supportive
• Conflict avoider• Peacemaker
• Highly sensitive• Understanding
• Patient• Adaptable
Expressive• Outspoken & talkative
• Sociable• Emotional• Charming
• Spontaneous• Lively
• Adventurous
Tell
Ask
People-orientedTask-focused
Determine Your Dominant Personality Style. Innovations Web site. http://www.innovint.com/downloads/personality-profile-results.php. Accessed January 27, 2017.
47 | ©2014 Novartis 8/14 PCM14048SK
Learning How to Adapt to theDifferent Personality Types
What should be done once the patient personality type is identified?
How can we successfully adapt our own personality type to meet the patient’s needs?
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Adapting Your Own Personality Typeto Meet Patient Needs
Tell
Ask
If You Are Driver:
• Listen• Cooperate in work relationships and
talk about others’ ideas• Avoid the temptation to answer every
question immediately • Learn to make social small-talk
If You Are Expressive:
• Consider the facts and others’ feelings • Center conversation less on self• Tone down emotional reactions by
presenting facts and defining goals• Talk more slowly and less during
stressful situations
If You Are Amiable:
• Initiate action, provide some direction, and stick to goals and objectives
• Limit the extent to which you pull others into your personal matters
• Keep communication more in line with business matters
If You Are Analytical:
• Take a stand and make a decision• Show support for others’ feelings• Show excitement and involvement
in a relationship• Talk personally with others about their
ideas and do not dwell strictly on technical and abstract subjects
People-orientedTask-focused
49
Flip Chart
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50 | ©2014 Novartis 8/14 PCM14048SK
Determine Your Dominant Personality Style. Innovations Web site. http://www.innovint.com/downloads/personality-profile-results.php. Accessed January 5, 2014.
Provider’s Guide to Interacting With Different Personality Types
Tell
Ask
Task-focused People-oriented
Driving• Tell what first
• Focus on the present
• Be brief and efficient
• Get to the bottom line
• Allow them to make decisions based on
options provided
51 | ©2014 Novartis 8/14 PCM14048SK
Determine Your Dominant Personality Style. Innovations Web site. http://www.innovint.com/downloads/personality-profile-results.php. Accessed January 5, 2014.
Provider’s Guide to Interacting With Different Personality Types
Tell
Ask
Task-focused People-oriented
Expressive• Tell who first
• Focus on the future
• Relax time constraints
• Show personal interest and involvement
• Give compliments and recognize accomplishments
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52 | ©2014 Novartis 8/14 PCM14048SK
Determine Your Dominant Personality Style. Innovations Web site. http://www.innovint.com/downloads/personality-profile-results.php. Accessed January 5, 2014.
Provider’s Guide to Interacting With Different Personality Types
Tell
Ask
Task-focused People-oriented
Amiable• Tell why first
• Focus on tradition
• Be easy and informal
• Detail how to achieve objectives, one item at a time
• Support accomplishments with personal attention
53 | ©2014 Novartis 8/14 PCM14048SK
Determine Your Dominant Personality Style. Innovations Web site. http://www.innovint.com/downloads/personality-profile-results.php. Accessed January 5, 2014.
Provider’s Guide to Interacting With Different Personality Types
Tell
Ask
Task-focused People-oriented
Analytical• Tell how first
• Focus on past, present and future
• Stress facts and data
• Focus on detail and accuracy
• Be quietly patient while they evaluate the data
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Summary
• As the health care landscape continues to evolve, it has become increasingly important to optimize patient interaction to improve the patient’s experience of care and, ultimately, patient outcomes
• Improving patient-provider communication has been shown to have a positive impact on patient knowledge, adherence, health outcomes, and satisfaction
• By understanding your patient’s personality type and communication style, you can customize your approach to help ensure that:
– You understand the patient’s individual needs
– The patient understands and retains the information you’ve provided
• The Merrill-Reid Model offers a framework for understanding different patient styles, like body language and tone of voice, and responding appropriately
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STOP
CONTINUE
START
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Novartis Pharmaceuticals CorporationEast Hanover, New Jersey 07936-1080 ©2017 Novartis 4/17 T-PCM-1342851