Using Patient Education Materials

Clear focus and goals

Headings and illustrations that present key concepts for busy, scanning, or low-literacy readers

Step-by-step instructions

Practical tips to improve daily living

A language level that matches the bulk of your patients

Translations if your patient population warrants it

Up-to-date information produced by recognized experts or authorities. Always review patient education materials yourself before giving them to patients. Consider using an objective assessment tool to evaluate the content for appropriateness and readability. Include links to online and social media material in your print materials, for patients who are comfortable using online content. Make certain all links work. If any videos are linked, be sure they are closed captioned for hearing-impaired users.

Highlight key concepts. To build informed consent, open the booklet or brochure and turn it to face the patient. Flip through and circle or highlight the pages most critical for them to read. Write in any notes of your own. Point out any interactive space where a patient can write in the booklet.

Check a patient’s understanding. Ask your patients to repeat complex explanations back to you. Watch for signs of worry or confusion in their face or body language. Restate your instructions in simpler language if needed. Always ask if they have questions or concerns about the information.

Involve a patient’s family. When patients are overwhelmed with difficult feelings, such as when dealing with a diagnosis of Alzheimer disease, suggest bringing in a support person to hear your instructions. The patient must approve this idea. This helps limit your need to repeat instructions. It also helps the patient feel more comfortable. And it improves the support they get at home.

Build on success. Increase cooperation and compliance by building on skills a patient is confident in and motivated by. For instance, a patient may be excited that a low-fat diet is lowering their cholesterol. Build on that success by explaining how exercise can lower cholesterol further.