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What techniques can you use to assess client understanding?

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As a patient advocate, you need to ensure that your clients understand their health conditions, treatment options, and rights. However, assessing client understanding is not always easy, especially when dealing with complex or sensitive issues, diverse backgrounds, and different communication styles. In this article, you will learn some techniques that can help you check and improve your client's comprehension and engagement.

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Clare Batkin - Your OT Tutor

Helping you become a better OT who loves what you do! | Proud #OTNerd ?? | 2024 Finalist - OT of the Year | Open to…

1 Ask open-ended questions

One of the simplest and most effective ways to assess client understanding is to ask open-ended questions that require more than a yes or no answer. For example, you can ask your client to explain what they know about their diagnosis, what they expect from their treatment, or how they feel about their situation. This way, you can gauge their level of knowledge, identify any gaps or misconceptions, and clarify any doubts or concerns they may have.

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Clare Batkin - Your OT Tutor

Helping you become a better OT who loves what you do! | Proud #OTNerd ?? | 2024 Finalist - OT of the Year | Open to questions and collaborations to help OTs Learn, Grow and Excel! | Owner of Your OT Tutor
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Open-ended questions can be an effective strategy - for some patients. Don't forget to consider if they have the cognitive and communicative ability to tell their story in this manner. For some it may be that they actually prefer a series of short simple questions that they can answer yes/no to, and the detail you collect comes down to your skill as an interviewer to notice the patient's body language, or facial expressions that indicate if you are on the right track with your questions.

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Heather J. Davis

The Write Booth, LLC
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Open-ended questions allow providers to receive more in-depth information about their patients. This method gives the patients a chance to elaborate on their symptoms, inquire more about their diagnosis/prognosis, and how they are feeling about their overall health and expectations be it positive or negative. In the end, the providers and the patients find common ground in their communications.

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2 Use teach-back or show-me methods

Another technique that can help you assess client understanding is to ask them to teach back or show you what they have learned. For example, you can ask your client to repeat the instructions for taking their medication, demonstrate how to use a device or perform a self-care task, or summarize the main points of a conversation. This way, you can verify their recall and retention, correct any errors or misunderstandings, and reinforce the key information.

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3 Use plain language and visual aids

A common barrier to client understanding is the use of medical jargon, technical terms, or acronyms that may confuse or intimidate them. To avoid this, you should use plain language that is clear, simple, and appropriate for your client's age, education, and culture. You should also use visual aids, such as pictures, diagrams, charts, or videos, to illustrate and supplement your verbal explanations. This way, you can make the information more accessible, engaging, and memorable for your client.

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4 Check for non-verbal cues and emotions

Sometimes, your client may not express their understanding or lack thereof verbally, but through their body language, facial expressions, or tone of voice. You should pay attention to these non-verbal cues and emotions, as they may indicate your client's interest, confidence, confusion, frustration, or anxiety. For example, if your client is nodding, smiling, or leaning forward, they may be showing agreement and attention. If your client is frowning, shaking their head, or looking away, they may be showing disagreement or distraction.

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5 Encourage feedback and questions

Finally, one of the best ways to assess client understanding is to encourage feedback and questions from your client. You should create a safe and supportive environment where your client feels comfortable to share their opinions, experiences, and concerns. You should also invite and answer their questions, and ask them if they have any more questions at the end of each session. This way, you can foster a collaborative and respectful relationship with your client, and address any issues or needs they may have.

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Elontria C.

Dedicated to helping individuals seek and achieve positive health outcomes.
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After going over information with a client, it’s important to address any questions they may have or touchback on anything they may not understand fully. Requesting feedback and for the client to explain in summary what was discussed is also helpful. In this way, you can gauge whether they understood you fully or selectively and whether or not something needs to be reiterated.

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6 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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What techniques can you use to assess client understanding?

1

2

3

4

5

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1 Ask open-ended questions

2 Use teach-back or show-me methods

3 Use plain language and visual aids

4 Check for non-verbal cues and emotions

5 Encourage feedback and questions

6 Here’s what else to consider

Patient Advocacy

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What techniques can you use to assess client understanding?

1

2

3

4

5

6

1 Ask open-ended questions

2 Use teach-back or show-me methods

3 Use plain language and visual aids

4 Check for non-verbal cues and emotions

5 Encourage feedback and questions

6 Here’s what else to consider

Patient Advocacy

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感谢您的反馈

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