Your Heart, Your Life: A Community Health Worker's Manual for the Hispanic Community

Session 12 Handout Promotores Activities Form

Download Promotores Activities Form pdf document (51k, 2 pages) handout.


Please complete this form after the manual is taught to record the encounters with the patient.

Participant identification (ID) number:

Name of person completing the form:

Promotor(a) identification (ID) number:

Name of person who taught the manual:

Project Location: Clinic

Which of the following activities do you do? Mark your answer with an X.

Activity Form
Activity First Followup Encounter 3-Month Followup 6-Month Followup 12-Month Followup
Date (MM/DD/YYYY)        
1. Listen to the patient's concerns. Yes, No        
2. Make an appointment for the patient. Yes, No        
3. Remind the patient to keep the appointment. Yes, No        
4. Make transportation arrangements for patient. Yes, No        
5. Serve as interpreter for the patient. Yes, No        
6. Provide counseling/educational materials to patient. Yes, No        
7. Go over counseling/educational materials with patient. Yes, No        
8. Ask patient if he or she has any questions about the medication. Yes, No        
9. Encourage patient to stay on treatment plan. Yes, No        
10. Give suggestions to the patient on how to remember to take the medication. Yes, No        
11. Ask the patient about difficulties in changing his or her lifestyle habits. Yes, No        
12. Explain benefits of changing lifestyle habits to patient. Yes, No        
13. Encourage patient to participate in support groups. Yes, No        
14. Refer patient to health and community services. Yes, No        
15. Conduct followup home visit. Yes, No        
16. Conduct followup phone call. Yes, No        
17. Write down what you discussed during the home visit or phone call. Yes, No        
18. Meet with supervisor on a regular basis. Yes, No        
19. File notes in patient's chart. Yes, No        
20. Other:        

Back to Session 12

Information on this page is taken from the English print version of “Your Heart, Your Life, A Community Health Worker's Manual.” U.S. Department of Health and Human Services, National Institutes of Health, National Heart Lung and Blood Institute, NIH Publication No. 08-3674, Originally Printed 1999, Revised May 2008.

Last Updated March 2012

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