Implementation Steps |
Explanations/Examples/Scripts |
Ref List |
1. Focus on the Patient |
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Use plain language |
- Simple, direct message
- Use common everyday language
- Avoid medical jargon; if medical terms are needed, define the terms
“To check how your heart is working, you will have an echocardiogram today. An echocardiogram is a test that uses sound waves to shows how well your heart is pumping blood. It is similar to when women have an ultrasound of their baby while pregnant.” |
List 37 |
Use active listening skills |
Active listening skills include paying attention, withholding judgement, reflecting, clarifying, and summarizing. Be attuned to patient’s non-verbal cues/responses such as facial expressions, eye contact, body language. |
List 38 |
Identify "teachable moments" |
When patient asks questions or shows an interest in learning about their health, use this opportunity to teach. |
List 39 |
Maintain patient's self-esteem |
Be respectful, using empathetic tone and language. |
List 40 |
2. Key Principles of Patient Education |
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Frame the message |
Briefly, in 1 or 2 sentences, tell the patient what you will be teaching.
“Today we are going to talk about how to give an insulin shot. It will include filling the syringe and injecting insulin.”
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List 41 |
Educate in small segments and verify understanding before moving onto next segment.
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Chunk & Check (provide 1 or 2 points followed by checking if patient understands)
Insulin Administration example: Before teaching the patient how to inject insulin, be sure patient knows to how to accurately draw up insulin dose.
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List 42 |
Reinforce teaching |
Summarize/review key points.
Dressing Change example:
- Clean work area
- Gather supplies
- Wash hands
- Open packages
- Remove old dressing/discard
- Wash hands
- Apply new dressing
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List 43 |
Ensure effective use of teaching resources |
- Highlight key information that patient should learn from the resource.
- Mark written material with a highlighter
- Make sure educational resource is easily accessible to patient (i.e. computer, smart phone, internet).
- Review hands-on use of resource.
- Provide pen/paper for writing down questions or taking notes if needed.
- Follow up with patients after resource is used to address patient questions.
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List 44 |
3. Adjust Teaching |
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Address patient's questions |
- Encourage patient to ask questions.
- Answer questions when asked.
- Avoid deferring questions to end of teaching session.
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List 45 |
If patient is not understanding information, try different words and/or analogies that are familiar to the patient.
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When explaining a cardiac “pacemaker” to a car mechanic use a term that is more meaningful. For example, a pacemaker acts like a “sparkplug” to make the heart work.
In describing a blockage in the heart's arteries to a plumber, an analogy would be to compare it to a pipe that is partially clogged so the flow of water is prevented.
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List 46 |
Repeat demonstration/hands-on practice
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Provide time for repeat demonstration and allow more hands-on practice, as needed. |
List 47 |
As needed, use more than one teaching method to clarify concepts and/or foster understanding |
Example: Patient is struggling to understand when to call doctor after viewing video. Staff engages with patient for 1 on 1 education on when to call the doctor. |
List 48 |