How to Integrate the Standard Documents into Your Patient Workflow

The standard documents in the Patient Better Licensing Suite are designed to align naturally with your current patient intake and care processes—without requiring major operational changes.

Step 1: Administer the Healthcare Proficiency Challenge at Intake – Ideally, patients will complete the Healthcare Proficiency Challenge alongside their standard intake paperwork—either digitally before arrival or while waiting to be seen. This short, behavior-based assessment provides a baseline measure of the patient’s current level of healthcare engagement. It helps your team identify strengths and gaps in their ability to navigate care.

Step 2: Review the Challenge in the Treatment Room – Once the patient transitions to the treatment area, a medical staff member—such as a nurse, medical assistant, or the physician—can briefly review the results of the Healthcare Proficiency Challenge. This conversation gives the patient a chance to ask questions and creates a natural entry point for personalized discussion about their role in care.

Step 3: Complete the Readiness Assessment – Following the review, the patient completes the Readiness Assessment. This tool helps determine whether they are ready and capable of progressing into a formal self-health advocacy intervention. It allows your organization to stratify patients based on their capacity to benefit from further educational support.

Step 4: Determine the Next Step: Proceed or Opt-Out – Based on the Readiness Assessment results, the patient either moves forward with the Patient Better Academy or completes the Non-Compliance Waiver. This waiver documents informed refusal or identifies clinical, behavioral, or situational reasons why the patient is not eligible or able to proceed at that time.

Customizing the Final Steps: How the Tailored Documents Fit into Your Workflow

The second half of the Patient Better Licensing Suite consists of two customizable documents that support the completion and certification phases of the intervention. These tools are flexible by design and adjust based on whether your organization uses the Patient Better Academy or has its own in-house patient education program.

Option 1: You Use the Patient Better Intervention – If your organization adopts the Patient Better Academy as your patient education program, we provide a pre-built Completion Survey and Final Evaluation tailored specifically to our curriculum. The Completion Survey uses a Likert-scale format to gather structured feedback on the patient’s learning experience, while the Final Evaluation certifies that the participant has acquired the core self-health advocacy skills taught throughout the program. We also supply the intervention materials and administrative tools needed to track and document patient progress from enrollment through certification.

Option 2: You Use Your Own Intervention – If you prefer to use your own intervention—whether it’s a homegrown education process, a third-party program, or part of a broader population health strategy—Patient Better will tailor the Completion Survey and Final Evaluation to reflect your organization’s specific standards, objectives, and outcomes. We’ll work with you to ensure these documents integrate smoothly into your workflow, reinforce your existing metrics, and maintain alignment with regulatory or quality reporting needs.