A Proven Process Designed to Help Coaches Effectively Partner with Patients

NexJ’s Health Coaching protocol is designed to help coaches partner with patients in a process that facilitates healthy, sustainable behavior change through education and by guiding individuals to listen to their inner wisdom, identify their values, and transform their goals into action.

NexJ’s Health Coaching protocol enables productive interactions between patients and healthcare practice teams through multiple communication channels to enhance effectiveness and efficiency. It is based on extensive research and trials with leading academic partners such as York University in Toronto and Harvard Medical School affiliate Beth Israel Deaconess Medical Center in Boston and aligns closely with the globally-accepted Chronic Care Model developed by The McColl Institute for Improving Chronic Care.

The protocol, as outlined below, aims to enhance patient engagement and activation using NexJ Connected Wellness, with 24/7 access to a health coach/HCP who provides education, support, and encouragement to drive positive, sustainable behavior change.

Educate patient on their condition and treatmentEducate patient on their condition and treatment – Patients receive interactive, infographic patient education to help them understand their condition and/or treatment plan. The coach collaborates with the patient using self-management principles to ensure that the education is effective and leads to lasting changes by developing self-efficacy and skills development.

Establish patient-friendly care plan with the patientEstablish patient-facing care plan with the patient – The patient’s care plan is a valuable tool that the patient can use to plan their treatment journey. It is written in lay language and added to the patient’s profile to enable the patient to understand and work with it. The care plan captures clinical data, doctor recommended activities, planned appointments and interventions as well as guidance and tips on what action to take in case of adverse events.

Assess patient ethno-cultural and socio-economic status, personal situation, disease state, motivation and engagementAssess patient ethno-cultural and socio-economic status, personal situation, disease state, motivation and engagement – An in-depth, holistic assessment marks the start of the program so as to gain deeper insight into the patient. Information is gathered on the patient’s ethno-cultural, socioeconomic status, personal situation, medical history, motivation, and level of engagement. This helps to build an accurate picture of the patient’s current status and informs the planning and implementation of the program. Ongoing assessments are sent to patients to enable open and regular communication between the patient and coach. These are valuable in enabling the patient and coach to reflect on and monitor progress, so as to adapt the wellness plan and goals in light of changing circumstances.

Patient and Coach create a wellness plan with goals, biometric trackers, and targetsPatient and Coach create a wellness plan with goals, biometric trackers, and targets – The patient and coach collaborate to create a wellness plan. The patient identifies a new set of health priorities and a plan for achieving them. Using principles of empowerment interviewing, the coach develops an understanding of factors that drive current behavior (barriers and motivations) and assesses the patient’s activation level (i.e., their ability and desire to become an active participant in the management of their own health). Through this process of heightened awareness, the patient can be motivated to develop new behaviors by establishing smart goals and targets. The patient chooses the most relevant trackers to match with their respective goals.

Patient tracks biometrics and activityPatient tracks biometrics and activity – The patient tracks their progress in relation to their specific goals. This provides a multi-channel vehicle for self-assessment as it increases the patient’s awareness of the relationship between new behaviors and new results.


Health Coach provides feedback and adapts planHealth Coach provides feedback and adapts plan –
The coach provides regular feedback to the patient based on the results and can assess the patient’s adherence to the plan. The coach works with the patient to identify barriers, problem solve, and adapt the plan accordingly to support success. Through this process, the patient develops new skills in the management of their health.

Clinically validate progress and outcomesClinically validate progress and outcomes – The patient and coach work together to track progress towards targets and goals which are validated clinically during the patient’s visit with their health care provider. This helps to further strengthen the patient’s commitment and motivation to continue on the journey to wellness by promoting sustained and positive behavior change.