Introduction of the Members and Process. After the introduction of each expert member, the priorities for the meeting were reviewed by Xxxx Xxxxxx Xxxxx and Xxxx Xxxxxxxxx. Visual aids in the form of posters were used to enhance the verbal support for goals (see Appendix E). First the vision and objective of the meeting was presented as stated above. Ongoing themes listed included: criteria for action, criteria for referral, identifying gaps in practice, and models for delivery of services. Guidelines and suggestions would need to be efficient, effective, and affordable for programs to implement. The Xxxxxxxxx, Xxxxxxxxxx, Xxxxxx Xxxxx, and Xxxxxxx (2011) paper was referenced with the algorithm (see Appendix F) highlighting the need to provide information in order for occupational therapist to appropriately refer to specialists. The Continuum of Action slide (Xxxxxxxxx & Xxxxxx Xxxxx, 2011; Appendix G) was described. Using the concept that this expert group could identify the individuals at both ends of the spectrum to be more effectively and efficiently addressed by general practice occupational therapists while the individuals needing specialized services be appropriately referred. The objective of the experts to identify consensus statements to meet this goal was reinforced. One of the important concepts reviewed was the basis of Criteria Based Action for the Medical Setting (Xxxxxxx et al., 1996). Specifically, the idea that evidence-based practice/best practice is based on 1) best research evidence, 2) clinical expertise, and 3) patient values and preferences. A unique voting system was used at the meeting. Specifically, an interactive classroom response system (clickers) were introduced and used for all votes. The advantage of the system included immediate and recorded feedback on votes. The votes are potentially anonymous, but expert members were asked to discuss their vote, particularly if it differed from the majority. Prior to any voting, the system components were distributed, explained, and the system established for their use in the meeting. In recognition that not all tasks or ideas were be completed during the meeting, poster boards were available for expert members to use. When research idea, a potential project, or question was identified during discussion by any member of the group, the participant was asked to write a brief notation about the idea and “post-it” for review towards the end of the meeting.
