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Patient Education Materials

Patient education materials help people understand their health, treatments, and medications. Clear, accessible materials improve health outcomes and patient satisfaction.

Types of Patient Materials

Medication Information

  • Package inserts (patient versions)
  • Medication guides
  • Instructions for use
  • Quick reference cards

Disease Education

  • Condition overviews
  • Treatment options
  • Self-management guides
  • Prevention information

Procedural Information

  • Pre-procedure instructions
  • Post-procedure care
  • Recovery guides
  • Follow-up instructions

Health Promotion

  • Screening recommendations
  • Lifestyle guidance
  • Wellness information
  • Risk factor education

Writing for Patients

Health Literacy

Most adults read at 8th-grade level or below. Medical terms add difficulty:

# Too Complex
Administer the medication subcutaneously in the anterolateral
aspect of the thigh, ensuring aseptic technique.

# Patient-Friendly
Inject the medicine into the front or side of your thigh.
Clean the area first to prevent infection.

Plain Language Principles

Use common words:

Medical Term Plain Language
Administer Give / Take
Adverse event Side effect
Contraindication Do not use if
Hypertension High blood pressure
Prophylaxis Prevention
Subcutaneous Under the skin

Use short sentences:

# Long Sentence
If you experience any symptoms such as chest pain, shortness
of breath, or severe dizziness, which could indicate a serious
reaction, you should stop taking the medication immediately
and contact your healthcare provider or go to the emergency room.

# Clear and Direct
Stop taking the medicine if you have:
- Chest pain
- Trouble breathing
- Severe dizziness

Call your doctor right away or go to the emergency room.

Use active voice:

# Passive
The medication should be taken with food.

# Active
Take this medicine with food.

Structure and Format

Organize for Scanning

Patients don't read—they scan:

# Important Safety Information

## Before Taking [Drug Name]

**Do not take [Drug] if you:**
- Are allergic to [ingredient]
- Have severe kidney problems
- Are pregnant or planning to become pregnant

**Tell your doctor if you:**
- Have liver problems
- Take blood thinners
- Have diabetes

## How to Take [Drug Name]

1. Take one tablet once a day
2. Take it at the same time each day
3. Swallow whole with water
4. Take with or without food

## Possible Side Effects

**Common side effects:**
- Headache
- Nausea
- Tiredness

**Serious side effects (call your doctor right away):**
- Chest pain
- Trouble breathing
- Severe stomach pain

Visual Design

  • Use headings and subheadings
  • Include bullet points and numbered lists
  • Add white space between sections
  • Use legible fonts (minimum 12pt)
  • Include relevant images or diagrams

Medication Guides

FDA Requirements

FDA requires Medication Guides for drugs that:

  • Pose serious risks
  • Require patient adherence for safety
  • Need special administration

Medication Guide Structure

# MEDICATION GUIDE
# [Drug Name] ([pronunciation])

Read this Medication Guide before you start taking [Drug] and
each time you get a refill. There may be new information.

## What is the most important information I should know?

[Black box warning information if applicable]

## What is [Drug]?

[Drug] is a prescription medicine used to treat [condition].

## Who should not take [Drug]?

Do not take [Drug] if you:
- Are allergic to [Drug] or any ingredients
- [Other contraindications]

## What should I tell my doctor before taking [Drug]?

Before taking [Drug], tell your doctor about all your
medical conditions, including if you:
- Have liver or kidney problems
- Are pregnant or planning to become pregnant
- Are breastfeeding

## How should I take [Drug]?

- Take [Drug] exactly as your doctor tells you
- [Specific dosing instructions]

## What are the possible side effects of [Drug]?

[Drug] may cause serious side effects including:
- [Serious side effect 1]
- [Serious side effect 2]

Common side effects include:
- [Common side effect 1]
- [Common side effect 2]

## How should I store [Drug]?

- Store at room temperature between 68°F to 77°F (20°C to 25°C)
- Keep away from light and moisture

## General information about the safe and effective use of [Drug]

Do not use [Drug] for a condition for which it was not prescribed.

Instructions for Use

Medical Device Instructions

# Instructions for Use
# [Device Name] Autoinjector

## Important Information

Read these instructions carefully before using [Device].
Keep them for future reference.

## What You Need

- One [Device] autoinjector
- Alcohol wipe
- Cotton ball or gauze
- Sharps disposal container

## Before You Inject

**Step 1: Prepare**
- Remove [Device] from the refrigerator
- Let it warm to room temperature (about 30 minutes)
- Do not shake

**Step 2: Check the medicine**
- Look at the medicine through the window
- It should be clear and colorless
- Do not use if cloudy, discolored, or has particles

**Step 3: Choose injection site**
- Front of thigh (preferred)
- Stomach area (at least 2 inches from navel)
- Rotate sites with each injection

## How to Inject

**Step 1: Clean the site**
[Image: Cleaning injection site with alcohol wipe]
- Wipe skin with alcohol pad
- Let dry completely

**Step 2: Remove the cap**
[Image: Removing cap from autoinjector]
- Pull off the gray cap
- Do not touch the needle cover

**Step 3: Position the device**
[Image: Holding autoinjector against skin]
- Hold at 90-degree angle to skin
- Press firmly against skin

**Step 4: Inject**
[Image: Pressing the button]
- Press the blue button
- You will hear a click
- Hold for 10 seconds

**Step 5: Remove**
[Image: Removing autoinjector]
- Lift straight up
- The needle cover will lock automatically

## After You Inject

- Apply gentle pressure with cotton ball
- Do not rub the site
- Dispose of used autoinjector in sharps container
- Never reuse an autoinjector

## Troubleshooting

**The button won't press:**
Make sure the cap is removed and you're pressing firmly.

**I removed the device too soon:**
If you heard the click, the full dose was likely delivered.
Contact your healthcare provider if unsure.

Testing and Validation

Readability Assessment

Test your materials:

  • Flesch-Kincaid Grade Level (target: 6th-8th grade)
  • Flesch Reading Ease (target: 60-70)
  • SMOG Index

User Testing

Test with actual patients:

  • Comprehension testing
  • Usability testing
  • Cultural appropriateness
  • Accessibility review

Review Process

## Review Checklist

□ Medical accuracy verified by healthcare professional
□ Readability score meets target
□ Tested with target audience
□ Culturally appropriate
□ Accessible design
□ Regulatory compliant
□ Legal review complete

Accessibility

Visual Accessibility

  • High contrast text
  • Minimum 12pt font (14pt preferred)
  • Sans-serif fonts
  • Avoid red/green color coding

Cognitive Accessibility

  • One idea per sentence
  • Consistent terminology
  • Clear hierarchy
  • Adequate white space

Format Options

  • Large print versions
  • Audio versions
  • Braille
  • Translated versions

Summary

Effective patient materials:

  • Use plain language everyone can understand
  • Organize information for easy scanning
  • Include clear visual design
  • Provide actionable instructions
  • Meet accessibility standards
  • Test with actual patients

Clear patient education improves health outcomes and builds trust in healthcare.