The Patient Engagement Toolkit

Designed for providers who want patients to better navigate, participate in, and manage their care beyond the office visit.

Who's this for?

Ideal for providers who want better patient engagement, improved follow-through, and stronger operational outcomes.

Primary Care and Internal  Medicine

Physician talking with patient to improve engagement, understanding, and follow-through between visits

Concierge Medicine Providers

Specialist explaining a treatment plan to a patient to improve understanding, adherence, and follow-through.

Chronic Care Management

Surgeon reviewing treatment plan with patient to improve understanding, follow-through, and care coordination

Medicare-Focused Clinicians

Clinician explaining care instructions to an older patient to improve engagement, follow-through, and care coordination
Patient organizing medical paperwork and care instructions at home as part of patient navigation education.

Make Your Instructions Stick

Patient Better provides a measurable patient activities and engagement system practices deploy during intake. This system helps patients better understand instructions, organize healthcare information, participate in decisions, and follow through between visits. By strengthening patient preparedness outside the office, practices gain clearer communication, stronger continuity of care, and more informed patient participation throughout the care journey.

Value-based care explained through patient-centered healthcare, showing a physician and care team engaging with an older patient and caregiver to support coordinated, outcome-focused care.
Reduce Gaps With Visit-Ready Patients
Social determinants of health influence how people live and access care, shown by two women reviewing health and financial documents together in a supportive home setting.
Build Patient Participation Between Visits
A woman researching at home on her laptop, illustrating how to navigate your healthcare journey with confidence.
Support Remote Family Participation

Want an Engagement System Built Around Your Practice?

Patient Better can customize the engagement system to align with your practice workflow, patient population, and communication style. Practices can incorporate the tools into intake, follow-up care, chronic condition support, and patient preparation processes to improve continuity, participation, and follow-through between visits.

Ideal for practices that want:

  • Consistent patient preparedness across the care journey
  • Better participation before, during, and after visits
  • Tools that support intake, follow-up, and chronic care workflows
  • Forms and resources that can integrate into patient portals and documentation systems
  • Improved continuity between patients, providers, and caregivers
A patient taking their blood pressure during a telemedicine appointment, preparing questions to ask during a sick visit to communicate clearly with their provider.
Improve Virtual Visit Engagement
People waiting in an urgent care center’s lobby, showing what an urgent care facility looks like in real life.
Standardize Navigation Workflows
A doctor listens to an older male patient describing abdominal pain during a consultation, representing how healthcare professionals use the International Classification of Diseases (ICD) system to document and code medical symptoms and diagnoses accurately.
Support Whole-Person Care Planning
Strengthen Documentation for Quality Improvement
As seen on various news outlets with Patient Better.
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