Important Resources to build Patient Engagement in your Clinic | IT Support and Hardware for Clinics |

All doctors want more engagement with their patients.

It is a win-win situation whenever a patient is interested in their health improving, becoming more compliant and more connected to the clinic.

According to Allan Walker from BSM Consulting, “The Informed Patient is an Involved Patient. Developing and incorporating a purposeful, comprehensive patient education program to enlighten patients about their medical care is a cornerstone of most successful practices.”

Fortunately, physicians today have a plethora of tools and resources to help patients understand their condition and make informed choices related to treatment options.

Creating a complete patient education program requires a significant investment of time and effort, yet it has huge benefits.


Practice Newsletter: A newsletter, whether in printed or emailed form is a great way to re-engage your patients of record. You might choose to do this monthly or each season, depending on what type of content you share. You can also reshape some of your content via social media that you share in your newsletters.


Practice Binder: Although patients will ideally spend minimal time in your reception area, having an attractive, professional practice binder can offer them something useful to learn and can do a great dealt grow engagement and trust in a brief time.


Posters and Placards: Most doctors officers have some sort of stand with flyer and pamphlets that can educate patients. These small bite-sized brochures can spark their interest in your specialised services. You may print these yourself, or ask your vendors for some of theirs. Keep in mind to keep the display tidy and up to date with fresh copies, so they don’t become worn out or out of date.


Medical Fact Sheets: If a patient is new to a condition, or you feel they need more guidance, giving them a printed copy can be a huge help to keep them engaged. Remember also, limiting them to one page ensures that patients are not overwhelmed and are more likely take the time to read them. These fact sheets can take the form of medication, post-procedure, typical symptoms, what to expect after treatment, etc.


Video Guides: Many leading practices will have a Welcome Video online that shares the most important information from the practice binder. Some clinics also have this video playing in the office reception area on a loop. Keep in mind it can get repetitive if the sound is on, so maybe have the video subtitled and keep the volume down.


Referral Forms: If you are commonly referring patients to other medical offices, be sure to have all the relevant information they need to contact and book. Also make a detailed description of what information they should relay to the specialist and what should be brought back with them if they are returning after seeing the specialist. Also remember if you can give them map and driving/parking instructions, this helps them to have a smoother visit.


Direct Mail: People tend to think of direct mail only being for growing business. Yet it can also fill a patient education role if you want. For example you can send information to patients with a specific diagnosis when there has been a new development related to that diagnoses (i.e. new technology, new treatments, new medical data or findings, etc).

Payment/Billing FAQs: Giving patients clear information about payment options, whether fee for service or via insurance is very important. The more you can educate them, the more they will adhere to the payment systems you have in place. Producing a document that clearly spells out your payment/billing process, including Medicare, Medicaid, insurance claims, and other third-party payers will help with minimising financial issues. Another excellent idea is to include the name and contact information for your billing supervisor or clinic manager, so patients can seek additional support.