This section of the toolkit provides the pediatric practice or the SB multidisciplinary clinic with a set of tools and approaches to help youth and young adults with SB and their families prepare for their changing roles and expectations that promote optimal functioning and participation in self-care. Thinking about and planning for this transition should begin at a young age so that developmental milestones for optimal functioning and self-care can be addressed gradually. Clinicians should understand the levels of functioning in pediatric patients and how they translate into adulthood. This is important even for routine care. According to the AAP/AAFP/ACP Clinical Report, HCT planning should begin early in adolescence and continue as part of routine preventive and chronic care visits (White et al., 2018). This includes informing youth and young adults and families about the approach to transition planning, which may include:

  • Conducting periodic assessments of transition readiness skills with needed self-care education
  • Preparing a medical summary as part of an ongoing medical care plan
  • Assisting in the identification of adult clinicians, and 
  • Discussing changes that occur at 18 years of age with an adult model of care 

Some of these changes include collaborating with social workers to aid in accessing care as an adult and understanding Medicaid, supplemental security income (SSI), vocational rehabilitation, and other types of health insurance, which are needed for the individual to successfully transition into adulthood. 

Tools in this section include:

  • 1.1: Transition and Care Policy
  • 1.2: Transition Readiness Assessment
  • 1.3: Transition Plan of Care
  • 1.4: Medical Care Plan
  • 1.5: Supported Decision-making Agreement

Tools and Approaches

The following tools and approaches can be customized and incorporated for use by the SB program team, composed of specialty physicians and interdisciplinary professionals, and in coordination with pediatric practices serving youth with SB and their families.

1.1: Transition and Care Policy
This policy guide can be posted in the office or clinic and on dedicated practice websites, as well as shared in-person with youth and their families. The policy is reviewed annually with adolescents and families during clinic visits, included in after-visit summaries, and posted on the patient portal.
1.2: Transition Readiness Assessment
A self-care skill assessment can be completed annually. Based on the adolescents’ knowledge and skill needs, acquired competencies, and goals, skill-building education and counseling can be offered as part of the ongoing transition plan of care. The acquired knowledge and skill competencies and continuing needs can be documented in a transfer of care summary. Practices may want to include the transition readiness assessments as part of their pre-visit reminder process to encourage completion in advance of the visit.
1.3: Transition Plan of Care
The transition plan of care can be a stand-alone document or can be incorporated into an existing plan of care. It is intended to align with the transition readiness assessment so that there is a plan, developed with youths based on their needs, interests, and preferences, to develop optimal functioning skills.
1.4: Medical Care Plan
The following information is included: medical conditions, management plans, past medical and surgical history, and identifying information of the care team, emergency plans, and information important for care transfer. This form is distinct from an after-visit summary.
1.5: Supported Decision-making Agreement
During the transition planning period, the adolescent and family will determine if decision-making support or guardianship is needed so these are in place prior to transfer, ideally well before the age of majority. The pediatric clinician or team may assist young adults in completing a supported decision-making agreement form or the guardianship process.
Last Updated

03/14/2025

Source

American Academy of Pediatrics