Stage 7: Shared Decisions & Prescribing in the Encounter
Concept 1 of 8
E7.1

Shared Decision-Making

Patients are partners, not recipients. SDM produces better adherence, better outcomes, and more durable plans.

Encounter card
Setting
Any medication or treatment decision where multiple reasonable options exist.
Opening move
Present the options with their trade-offs honestly. Elicit patient values and priorities. Make the decision together — neither paternalistic nor abdicating.
Sample language
  • "There are a few reasonable options. Let me walk you through them, and then I want to know what matters most to you."
  • "Some patients prioritize avoiding weight gain; others prioritize avoiding sexual side effects; others prioritize cost. What matters most to you?"
  • "Based on what you're saying, the option that fits best is X — but it's your decision. What do you think?"
Listen for
Patient priorities and how they differ from clinician priorities. Patient understanding of trade-offs. Whether the patient is choosing or deferring.
Common pitfalls
Presenting only one option ("I think you should take sertraline"). Presenting too many options without guidance (overwhelming). Pretending to share decisions while steering toward a predetermined choice. Abdicating clinical responsibility ("whatever you want").

Red flags / escalate: Patient unable to engage in SDM due to acute illness, capacity issues, or pressure — adjust the approach.

Documentation
Options discussed, patient priorities, decision reached. "Discussed sertraline vs bupropion. Patient prioritizes avoiding weight gain. Chose bupropion together."

SDM is not abdication. The clinician brings expertise about options; the patient brings expertise about their own values. The decision integrates both.

Warm grey-tinted clinical notebook page, muted teal accent. The two streams of expertise — clinician (options, trade-offs) and patient (values, priorities). The decision integrates both. Margin clusters on each.

Shared decision-making is the framework that integrates clinician expertise about clinical options with patient expertise about their own values. The decision is reached together. Done well, SDM produces better adherence, better outcomes, and more durable treatment plans than either paternalistic prescribing or pure patient-choice abdication.

Two streams of expertise. You know the options, the trade-offs, the evidence, the typical responses. The patient knows their own values, priorities, lived constraints, prior experiences, and what they can sustain. Neither stream alone produces the best decision; together they do.

Present trade-offs honestly. Most psychiatric medication decisions involve genuine trade-offs — sertraline (broad indications, well-tolerated, but sexual dysfunction) versus bupropion (no sexual dysfunction, no weight gain, but activation and seizure threshold concerns) versus mirtazapine (sleep and appetite benefit, but weight gain and sedation). Lay out the options with their specific profiles; don't sell one.

Elicit values. "Some patients particularly want to avoid weight gain. Others want to avoid sexual side effects. Others care most about cost or about avoiding sedation. What matters most to you?" The patient's priorities are often different from what you'd anticipate; ask explicitly.

Then make a recommendation. SDM doesn't mean abdication. After eliciting values, you offer your clinical judgment: "Given what you said about wanting to avoid weight gain and preferring something activating, I'd recommend bupropion. But it's your decision — what do you think?" The recommendation is informed by their values; the decision belongs to them.

Document the conversation. "Discussed options including sertraline, bupropion, escitalopram. Patient prioritized avoiding sexual side effects and prior sedation experience. Chose bupropion together." The note shows the SDM process; future readers know how the decision was reached.

SDM works for almost all psychiatric prescribing when the patient has capacity. Even in acute settings, eliciting "what matters to you" produces better decisions than ignoring it.

Presenting trade-offs honestly — sertraline (weight gain, sexual dysfunction) vs bupropion (activation, no sexual dysfunction). Margin notes on how to frame.
The anchor

Shared decision-making integrates clinician expertise about options with patient expertise about values. The decision is reached together — neither paternalistic nor abdicating.

Eliciting patient values about side effects, cost, dosing complexity. Sample questions. Margin clusters on what each domain reveals.
Prove it

A patient with MDD asks "which antidepressant should I take?" How do you approach the decision?

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Locked concepts unlock as you reach them on the path.

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