Conduct an Effective 30-Minute Educational Meeting with a Behavioral Health Facility

HOW TO

HTC providers play a crucial role in helping behavioral health facilities understand that managing the care of a person with a bleeding disorder is straightforward in an inpatient or residential setting. Below is a step-by-step guide to preparing for, running, and following up from a successful 30-minute meeting.

1. PREPARING FOR THE MEETING WITH YOUR STAFF

    • Your role: You are empowering facility staff to feel confident that they can safely admit and manage the care of a person with a bleeding disorder. You are not asking the facility to provide specialized hematology care. You are showing them that standard care is possible with minimal adjustments.

    • The audience: Learn about the facility: population served, admission process, past experience either having people with bleeding disorders accepted or denied access. Adjust the presentation accordingly. For example, if the facility only accepts women, you may need to adjust the presentation so that it doesn’t primarily focus on use of prophylactic infusions.

    • Core messages:

      • Bleeding disorders are rare and unfamiliar but day to day management is not complex.

      • Most patients self-manage and bring their own factor product/medications.

      • The bleeding disorders treatment team is available to provide education, consultation, and back-up support.

2. RUNNING THE MEETING

    • Stick to a clear agenda:

      • Welcome & introductions (2 minutes)

      • Barriers & context (5 minutes)

      • Education on bleeding disorders (10 minutes)

      • Partnership opportunities & Q&A (13 minutes)

    • Plan roles: who introduces, who presents, who takes notes.

    • Keep presentation concise: focus on what matters most for admission and safety.

    • Opening: “Thank you for meeting with us. We want to ensure your facility feels equipped and supported to accept patients with bleeding disorders.”

    • Sample agenda with talking points

    • Closing: “We’d like to partner with you so that when someone with a bleeding disorder seeks admission, your team feels prepared and supported.”

3. AFTER THE MEETING

    • Immediate debrief (15 minutes with your team): capture impressions, key takeaways, follow-up assignments.

    • Follow-up promptly: (but if your meeting is on a Friday, wait until Monday to send the follow-up.) Express your gratitude for the meeting. Facilities may still be hesitant, expect additional questions.

    • Long-term relationships matter—this is the first step in building trust.

    • Any promised follow-up materials (policies, training slides, resource links)

    Optional: Sample care plan