{"id":22331,"date":"2026-05-04T16:25:54","date_gmt":"2026-05-04T20:25:54","guid":{"rendered":"https:\/\/ssaquebec.ca\/?p=22331"},"modified":"2026-08-06T16:09:38","modified_gmt":"2026-08-06T20:09:38","slug":"how-to-build-a-framework-for-managing-the-compensation-of-patients-caregivers-and-citizens","status":"publish","type":"post","link":"https:\/\/ssaquebec.ca\/en\/news\/how-to-build-a-framework-for-managing-the-compensation-of-patients-caregivers-and-citizens\/","title":{"rendered":"How to build a framework for managing the compensation of patients, caregivers, and citizens"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Since 2014, <strong>Unit\u00e9 de soutien SSA Qu\u00e9bec<\/strong> (formerly Unit\u00e9 de soutien SRAP du Qu\u00e9bec) has championed patient partnership. Over time, this partnership has evolved and grown. We now use the term <strong>\u201chealth partners\u201d<\/strong> to refer to patients, caregivers, and citizen partners who work with us to co-create solutions. In March 2026, our unit implemented a <a href=\"https:\/\/ssaquebec.ca\/wp-content\/uploads\/2026\/05\/Framework-for-Managing-Compensation-for-Healthcare-Partners_202603_ssaquebec.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Framework for the Recognition and Compensation of Health Partners<\/a>; a document that replaced the organization\u2019s former guidelines on the compensation of patient partners.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>The following tool is designed to share with you the approach we used to co-create our management framework with health partners, their representatives, and our institution. <\/strong>It provides steps to follow as well as templates.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It has the potential to facilitate the adoption of your framework for managing the recognition and compensation of health partners by optimizing adherence to it (co-creating to minimize friction), the efficiency of the process (approach and templates), and the recognition of partners (content of the Unit\u2019s framework cited as an example).<\/p>\n\n\n<div class=\"block-accordion \">\n    <span class=\"block-accordion__label\">Accordion<\/span>\n    <h3 class=\"block-accordion__title\">Summary of our Framework<\/h3>\n    \n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/ssaquebec.ca\/wp-content\/uploads\/2026\/05\/summary_health_partners_compensation_framwork_ssaquebec.ca_202603-1024x576.jpg\" alt=\"\" class=\"wp-image-22334\" srcset=\"https:\/\/ssaquebec.ca\/wp-content\/uploads\/2026\/05\/summary_health_partners_compensation_framwork_ssaquebec.ca_202603-1024x576.jpg 1024w, https:\/\/ssaquebec.ca\/wp-content\/uploads\/2026\/05\/summary_health_partners_compensation_framwork_ssaquebec.ca_202603-300x169.jpg 300w, https:\/\/ssaquebec.ca\/wp-content\/uploads\/2026\/05\/summary_health_partners_compensation_framwork_ssaquebec.ca_202603-768x432.jpg 768w, https:\/\/ssaquebec.ca\/wp-content\/uploads\/2026\/05\/summary_health_partners_compensation_framwork_ssaquebec.ca_202603-1536x864.jpg 1536w, https:\/\/ssaquebec.ca\/wp-content\/uploads\/2026\/05\/summary_health_partners_compensation_framwork_ssaquebec.ca_202603.jpg 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n<\/div>\n\n                    \n\n\n<div class=\"block-accordion \">\n    <span class=\"block-accordion__label\">Accordion<\/span>\n    <h3 class=\"block-accordion__title\">Target audiences and benefits<\/h3>\n    \n\n<p class=\"wp-block-paragraph\">This resource can guide those who directly engage health partners\u2014including health and social services professionals, researchers, and quality improvement officers\u2014in their work.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It can also help decision-makers or managers implement a management framework within their organization or division.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Current or prospective health partners can use this tool to understand how the Unit created its compensation management framework and how health partner compensation works at the Unit.<\/p>\n\n\n<\/div>\n\n                    \n\n\n<div class=\"block-accordion \">\n    <span class=\"block-accordion__label\">Accordion<\/span>\n    <h3 class=\"block-accordion__title\">Key features and components<\/h3>\n    \n\n<p class=\"wp-block-paragraph\">This tool consists of a step-by-step guide provided by Unit\u00e9 de soutien SSA Qu\u00e9bec for establishing a framework for managing the compensation of healthcare partners. It provides templates and describes the approach adopted by the Unit (including its framework and a guided tour of the online portal designed for healthcare partners and those who mandate them).<\/p>\n\n\n<\/div>\n\n                    \n\n\n<div class=\"block-accordion \">\n    <span class=\"block-accordion__label\">Accordion<\/span>\n    <h3 class=\"block-accordion__title\">To cite this resource<\/h3>\n    \n\n<p class=\"wp-block-paragraph\">Boutin, J. (2026, May 4). How to build a framework for managing the compensation of patients, caregivers, and citizens? Unit\u00e9 de soutien SSA Qu\u00e9bec. <a href=\"https:\/\/ssaquebec.ca\/en\/news\/how-to-build-a-framework-for-managing-the-compensation-of-patients-caregivers-and-citizens\/\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/ssaquebec.ca\/en\/news\/how-to-build-a-framework-for-managing-the-compensation-of-patients-caregivers-and-citizens\/<\/a><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"300\" height=\"105\" src=\"https:\/\/ssaquebec.ca\/wp-content\/uploads\/2024\/02\/by-nc-nd-300x105.png\" alt=\"\" class=\"wp-image-18832\" srcset=\"https:\/\/ssaquebec.ca\/wp-content\/uploads\/2024\/02\/by-nc-nd-300x105.png 300w, https:\/\/ssaquebec.ca\/wp-content\/uploads\/2024\/02\/by-nc-nd.png 403w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/figure>\n\n\n<\/div>\n\n                    \n\n\n\n<div style=\"height:33px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">Instructions, templates, and example<\/h3>\n\n\n<div class=\"block-accordion \">\n    <span class=\"block-accordion__label\">Accordion<\/span>\n    <h3 class=\"block-accordion__title\">1- Get inspiration from existing documents<\/h3>\n    \n\n<p class=\"wp-block-paragraph\">We recommend using our document \u201c<a href=\"https:\/\/ssaquebec.ca\/wp-content\/uploads\/2026\/05\/Framework-for-Managing-Compensation-for-Healthcare-Partners_202603_ssaquebec.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Framework for the Recognition and Compensation of Healthcare Partners<\/a>\u201d as a starting point to outline your future framework.<\/p>\n\n\n<\/div>\n\n                    \n\n\n<div class=\"block-accordion \">\n    <span class=\"block-accordion__label\">Accordion<\/span>\n    <h3 class=\"block-accordion__title\">2- Establish a project team<\/h3>\n    \n<div class=\"wp-block-list\">\n<ul class=\"wp-block-list\">\n<li>Assemble a team composed of healthcare partners, research experts, and other individuals interested in or involved in compensation.<\/li>\n\n\n\n<li>Determine the scope of the project: what is included and what is excluded. For example:<div class=\"wp-block-list\">\n<ul class=\"wp-block-list\">\n<li>The following issues are included: compensation, salary, gift cards, tax issues, and administrative issues.<\/li>\n\n\n\n<li>The following issues are excluded: the status of the healthcare partner (temporary or permanent employee, etc.), and liability insurance.<\/li>\n<\/ul>\n<\/div><\/li>\n<\/ul>\n<\/div>\n\n<\/div>\n\n                    \n\n\n<div class=\"block-accordion \">\n    <span class=\"block-accordion__label\">Accordion<\/span>\n    <h3 class=\"block-accordion__title\">3- Validate the process with managers<\/h3>\n    \n<div class=\"wp-block-list\">\n<ul class=\"wp-block-list\">\n<li>Identify who will be responsible for approving the document.<\/li>\n\n\n\n<li>Confirm the steps, deadlines, and expectations.<\/li>\n\n\n\n<li>Determine the project\u2019s scope within the budgetary framework and the institution\u2019s regulations, and share this information with the project team <strong>before conducting consultations.<\/strong><\/li>\n\n\n\n<li>Confirm a high-level timeline to determine when you want to finalize your compensation management framework.<div class=\"wp-block-list\">\n<ul class=\"wp-block-list\">\n<li>Use a project management approach to identify the steps, responsible parties, deadlines, and current completion status for each task.<\/li>\n<\/ul>\n<\/div><\/li>\n\n\n\n<li>Identify the person or team responsible for administrative aspects.<\/li>\n<\/ul>\n<\/div>\n\n<\/div>\n\n                    \n\n\n<div class=\"block-accordion \">\n    <span class=\"block-accordion__label\">Accordion<\/span>\n    <h3 class=\"block-accordion__title\">4- Schedule monthly themed team meetings<\/h3>\n    \n<div class=\"wp-block-list\">\n<ul class=\"wp-block-list\">\n<li>Allow the project team to get to know one another and explore members\u2019 areas of interest.<\/li>\n\n\n\n<li>Share the current internal context (existing framework, if any) and external context (frameworks of partners or other organizations) regarding compensation.<\/li>\n\n\n\n<li>Determine the roles and responsibilities of project team members.<\/li>\n\n\n\n<li>Organize consultation groups with health partners to understand their current situation and expectations (while remaining realistic).<\/li>\n\n\n\n<li>Provide meeting minutes and project updates to relevant stakeholders.<\/li>\n\n\n\n<li>Once the team agrees on one or more key points, draft an initial proposal and validate it with managers.<\/li>\n\n\n\n<li>If the proposal is accepted, move on to the next step; otherwise, resume discussions.<\/li>\n<\/ul>\n<\/div>\n\n<\/div>\n\n                    \n\n\n<div class=\"block-accordion \">\n    <span class=\"block-accordion__label\">Accordion<\/span>\n    <h3 class=\"block-accordion__title\">5- Develop a communication plan<\/h3>\n    \n<div class=\"wp-block-list\">\n<ul class=\"wp-block-list\">\n<li>Identify stakeholders, key messages, and a rollout schedule. <a href=\"https:\/\/ssaquebec.ca\/wp-content\/uploads\/2026\/05\/Communication_plan_template_ssaquebec.ca_.pdf\">Download the communication plan template<\/a><\/li>\n\n\n\n<li>Determine the order in which information will be shared with stakeholders, as well as the communication channels to be used (e.g., newsletter, email, in-person meeting, online portal, etc.), and identify who will support the rollout.<\/li>\n<\/ul>\n<\/div>\n\n<\/div>\n\n                    \n\n\n<div class=\"block-accordion \">\n    <span class=\"block-accordion__label\">Accordion<\/span>\n    <h3 class=\"block-accordion__title\">6- Obtain approval for and implement the framework<\/h3>\n    \n<div class=\"wp-block-list\">\n<ul class=\"wp-block-list\">\n<li>Establish administrative processes and procedures related to compensation.<\/li>\n\n\n\n<li>Develop various documents to enable and facilitate the administrative management of compensation for healthcare partners (see example below)<\/li>\n<\/ul>\n<\/div>\n\n<\/div>\n\n                    \n\n\n<div class=\"block-accordion \">\n    <span class=\"block-accordion__label\">Accordion<\/span>\n    <h3 class=\"block-accordion__title\">Example \u2013 Process and Portal of the Unit\u00e9 de soutien SSA Qu\u00e9bec<\/h3>\n    \n\n<p class=\"wp-block-paragraph\">Please note that the templates provided here are static versions of the templates the Unit uses in an online solution (Smartsheet), which enables the use of an automated system and shared documents. These documents comply with confidentiality rules.<\/p>\n\n\n<div class=\"wp-block-list\">\n<ol class=\"wp-block-list\">\n<li>The person wishing to award a mandate first communicates with the healthcare partner they intend to engage to define the nature of their participation and assign them a mandate within the scope of their project. They then put the healthcare partner in touch with the secretariat, which is responsible for completing the administrative procedures required to activate the \u201cemployee\u201d file.<\/li>\n\n\n\n<li><strong>Creating the mandate:<\/strong> The person in charge of the project drafts the mandate. <a href=\"https:\/\/ssaquebec.ca\/wp-content\/uploads\/2026\/05\/Partnership-Mandate.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Download the mandate template<\/a><\/li>\n\n\n\n<li>Once the mandate is completed, it is automatically sent by email for approval.<\/li>\n\n\n\n<li><strong>Accepting the mandate:<\/strong> The health partner accepts the mandate entrusted to them after reviewing the details. The email sent includes:<div class=\"wp-block-list\">\n<ul class=\"wp-block-list\">\n<li>Detailed instructions for accepting the mandate (there is also a tutorial on \u201chow to accept a new mandate\u201d);<\/li>\n\n\n\n<li>Note: If this is the person\u2019s first mandate with the Unit, they must also accept the master agreement, which is included in the same email. Download the <a href=\"https:\/\/ssaquebec.ca\/wp-content\/uploads\/2026\/05\/Global-Agreement-for-Consulting-Services-\u2013-Patient-Partner_ssaquebec.ca_.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Global Agreement example<\/a><\/li>\n<\/ul>\n<\/div><\/li>\n\n\n\n<li><strong>Access to documents in Smartsheet: <\/strong>Once the contract (and, if applicable, the master agreement) has been approved, the documents are automatically uploaded to the healthcare partner\u2019s \u201cMy Files\u201d section in Smartsheet. From this personalized space in Smartsheet, the healthcare partner can:<div class=\"wp-block-list\">\n<ul class=\"wp-block-list\">\n<li>Submit a payment request (<a href=\"https:\/\/ssaquebec.ca\/wp-content\/uploads\/2026\/05\/Compensation_Request_Template_SSAQuebec_EN.doc.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">download the payment request template<\/a>);<\/li>\n\n\n\n<li>View their active and past mandates;<\/li>\n\n\n\n<li>Track their payment requests and their statuses.<\/li>\n<\/ul>\n<\/div><\/li>\n\n\n\n<li><strong>Approval of payment requests<\/strong>: When a new payment request is initiated by a healthcare partner:<div class=\"wp-block-list\">\n<ul class=\"wp-block-list\">\n<li>The approver, who is generally the person who initiated the assignment, receives a notification email.<\/li>\n\n\n\n<li>This person validates the:<div class=\"wp-block-list\">\n<ul class=\"wp-block-list\">\n<li>hours reported;<\/li>\n\n\n\n<li>remuneration rate, in accordance with the terms of the assignment.<\/li>\n<\/ul>\n<\/div><\/li>\n<\/ul>\n<\/div><\/li>\n\n\n\n<li><strong>Administrative processing and payment: <\/strong>once the request is approved:<div class=\"wp-block-list\">\n<ul class=\"wp-block-list\">\n<li>The person in charge forwards the request to the relevant administrative department.<\/li>\n\n\n\n<li>Payment is then made by deposit into the healthcare partner\u2019s account.<\/li>\n<\/ul>\n<\/div><\/li>\n<\/ol>\n<\/div>\n\n\n<h3 class=\"wp-block-heading\">An online portal where you can find everything in one place<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><em>You may activate the automated transalation in YouTube.<\/em><\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Portail r\u00e9mun\u00e9ration partenaires - Unit\u00e9 de soutien SSA Qc\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/Xrv-2Z7AWnA?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n<\/div>\n\n                    \n\n\n<div class=\"block-accordion \">\n    <span class=\"block-accordion__label\">Accordion<\/span>\n    <h3 class=\"block-accordion__title\">Templates<\/h3>\n    \n\n<p class=\"wp-block-paragraph\">Please note that the templates provided here are static versions of the templates the Unit uses in an online solution (Smartsheet), which allows for the use of an automated system and shared documents. These documents comply with confidentiality policies.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/ssaquebec.ca\/wp-content\/uploads\/2026\/05\/Partnership-Mandate.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Download the mandate template<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/ssaquebec.ca\/wp-content\/uploads\/2026\/05\/Global-Agreement-for-Consulting-Services-\u2013-Patient-Partner_ssaquebec.ca_.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Download the global agreement example<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/ssaquebec.ca\/wp-content\/uploads\/2026\/05\/Compensation_Request_Template_SSAQuebec_EN.doc.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Download the compensation request template<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/ssaquebec.ca\/wp-content\/uploads\/2026\/05\/Communication_plan_template_ssaquebec.ca_.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Download the communication plan template<\/a><\/p>\n\n\n<\/div>\n\n                    \n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Here is how our unit developed its framework for managing recognition and compensation for healthcare partners. We are sharing the step-by-step process, templates, an overview of the microsite available to our partners and teams, and the content of our management framework.<\/p>\n","protected":false},"author":2,"featured_media":22054,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"16667,18585,17710,16159,14764,10779","footnotes":""},"categories":[40],"tags":[],"article-type":[47,48],"class_list":["post-22331","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized","article-type-deliverables","article-type-tools"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How to build a framework for managing the compensation of patients, caregivers, and citizens | Unit\u00e9 soutien SSA Qu\u00e9bec<\/title>\n<meta name=\"description\" content=\"Here is how our unit developed its framework for managing recognition and compensation for healthcare partners.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/ssaquebec.ca\/en\/news\/how-to-build-a-framework-for-managing-the-compensation-of-patients-caregivers-and-citizens\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to build a framework for managing the compensation of patients, caregivers, and citizens | Unit\u00e9 soutien SSA Qu\u00e9bec\" \/>\n<meta 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