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The work upon which this publication is based was performed in part under Grant
Agreement 118-G-00-99-00112 (WHO) and PASA 118-P-00-98-00165
(DHHS/CDC) funded by the U.S. Agency for International Development. The
opinions expressed herein are those of the author(s) and do not necessarily reflect
the views of the U.S. Agency for International Development.
Additional funding was provided by the World Health Organization and the
Centers for Disease Control and Prevention.
2003
11
Patient Education
Module 11 – Table of Contents
11.1 Introduction to PatientEducation 1
11.2 Effective Communication Techniques 2
1121.1
Ask questions and listen. 3
11.2.2
Make interactions with thepatient a positive experience. 6
11.2.3
Speak clearly and simply 6
11.2.4
Use the appropriate language level 7
11.2.5
Limit the amount of information given at any one time. 7
11.2.6
Discuss the most important topics first and last. 7
11.2.7
Repeat important information 7
11.2.8
Use concrete examples. 8
11.2.9
Encourage thepatient to ask question. 8
11.2.10
Ask checking questions 8
11.3 Educating theTBPatient (First Meeting) 9
Exercise 1: Role Play – Initial Health Education about TB 13
11.4 Continue PatientEducation Throughout Treatment 15
Exercise 2: Role Play – Continuing Health Education about TB 18
11.5 Facilitating Adherence to TB Treatment 20
1154.1
Reasons for Non-adherence 20
11.5.2
Explaining the Importance of Adherence 22
Exercise 3: Written Exercise and Discussion – Problem Solving 25
11.6 Summary 26
This page is left intentionally blank for double sided printing.
11
Patient Education
1
11.1 Introduction to PatientEducation
Education of thepatient is a critical part of treating tuberculosis. The health worker
must communicate with a patient clearly and supportively from the time of
diagnosis, throughout the long treatment process, and until thepatient is cured. The
patient’s family will also need information, advice, and support.
At the time of diagnosis, patients need basic information about tuberculosis and
how it is spread. They may be afraid and need reassurance that TB can be cured.
They need an explanation of the treatment process and the necessity of directly
observed treatment. In some cases, health workers may have to persuade patients
who feel that daily treatment will be too time-consuming and inconvenient.
Daily or thrice-weekly interactions with patients for directly observed treatment
offer many opportunities for health education. At every visit, health workers need
to show a welcoming and supportive attitude so that patients will be willing to
return for the next treatment.
Patient education is very important in the intensive phase of treatment. However, it
is vital to a successful treatment outcome that patienteducation be an ongoing
process throughout the duration of treatment.
Learning Objectives: This module describes the necessary steps health care
workers must take to educate TB patients on their disease and course of treatment
from diagnosis through completion of treatment. All training courses for health
care workers should include instruction in patienteducation skills. The
information, examples, and exercises in this module will assist theraionTB
Coordinator in prioritizing and supervising the implementation of patienteducation
at theraion level. Atthe end of the module, theraionTB Coordinator should be
able to:
• Identify effective communication skills useful for all health education
• Effectively communicate important TB information to thepatient throughout
treatment
• Explain the importance of adhering to the prescribed treatment
• Identify issues that may affect patient adherence to treatment
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Patient Education
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11.2 Effective Communication Techniques
Effective communication is more than just talking or giving advice. It involves
asking questions, listening carefully, trying to understand a patient’s worries or
needs, demonstrating a caring attitude, and helping to solve problems. Good
communication begins when the health worker sees thepatient promptly, addresses
the patient by name, and offers a comfortable place for thepatient to sit. It
continues as the health worker makes eye contact, speaks in a respectful tone of
voice, and encourages thepatient to ask questions.
Effective communication is not only needed to teach patients important messages
about TB and its treatment. Effective communication is critical to encourage
patients to return for the next treatment visit.
This section of the module will describe effective communication skills that can be
used when providing health education messages to patients and their families.
Table 11.1 summarizes the communication skills described in this module. The
right side of the table shows the purpose of each skill in the context of health
education about TB.
Table 11.1 Summary of Effective Communication Skills
Communication Skill Purpose
• Ask questions and listen
• Encourage thepatient to ask
questions
Understand the patient’s medical history
Understand the patient’s current
knowledge about TB
Identify and help solve any problems
the patient may have with treatment
• Make the interaction with thepatient
a positive experience
Motivate thepatient to continue
treatment
• Speak clearly and simply
• Use the appropriate language level
• Limit the amount of information
• Discuss the most important topics
first and last
• Repeat important information
• Use concrete examples
• Encourage thepatient to ask
questions
• Ask checking questions
Ensure that thepatient understands and
remembers important messages about
TB and treatment
Ensure that thepatient knows exactly
what to do next
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Patient Education
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The communication skills highlighted in Table 11. 1 above are discussed in further
detail below.
11.2.1 Ask questions and listen.
Asking questions and listening carefully to the responses are important skills to use
to:
• understand the patient’s medical history,
• understand the patient’s current knowledge of TB, and
• identify and help solve problems with treatment.
Communication with thepatient should always be two-way. Health care workers
should ask questions and listen carefully to answers given by the patient.
Open-Ended Questions
An open-ended question is one that cannot be answered with a simple “yes” or
“no.” Open-ended questions are designed to learn about the patient’s knowledge,
feelings, and beliefs by beginning with words that elicit an explanation, such as
“who,” “what,” “when,” “why,” and “how.” In addition, phrases that begin with
“Tell me about” or “Explain to me” may be helpful in eliciting information from the
patient. Such questions are used when a health care worker needs to explore
complex issues that do not have a finite or predetermined set of responses.
However, sometimes it may be necessary to ask a direct “yes” or “no” question.
Throughout treatment, the health care worker should ask thepatient about his or her
concerns regarding TB and adherence to the prescribed regimen. Below are
examples of questions that health care workers can use during the initial health
assessment and subsequent interactions with thepatient throughout the course of
treatment. The questions below are merely a starting point. Whenever possible, the
health care worker should adapt such questions according to the patient’s age,
family situation, education level, and cultural background. The more the health
care worker is aware of the patient’s ideas and concerns about TB and the needed
treatment, the better prepared the health care worker will be to anticipate and
resolve problems that can arise.
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Patient Education
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Examples of Questions to Ask to Understand the Patient’s Medical History
The questions below are examples of questions that health care workers can use to
learn more about the patient’s symptoms, family contacts, and previous treatments.
Some of these questions may be used to find out whether a patient needs to have a
sputum test. Others may be used after a TBpatient has been diagnosed.
• How are you feeling?
• When did you first become sick?
• What are the symptoms? Have you had fever?
• What caused you to go to the doctor?
• What medicines are you taking now?
• How long have you had a cough?
• How many people live with you? What ages?
• Does anyone else in your household have a cough? Who? For how long?
• Which of your symptoms, if any, have you had before?
• What kinds of medicines did you take then? How long did you take them?
• Have you ever been treated for tuberculosis?
• (In areas where HIV is common) Do you know your HIV status?
• (For women of childbearing age) Are you pregnant?
Examples of Questions to Ask to Understand the Patient’s
Current Knowledge About TB
Before giving health education messages, health care workers can ask questions to
determine what thepatient already knows about TB, or what misconceptions the
patient may have about TB disease and its treatment.
• What do you think your illness might be?
• What do you understand tuberculosis to be?
• What do you think TB does to your body?
• How serious do you think your illness is?
• What do you think causes tuberculosis? How is it spread?
• What do you fear about your illness?
• How did you feel when you were told you had TB?
• What do you think your family members and friends will think about your
TB?
• What have you heard about the sputum microscopy test for TB?
• What do you know about the medicine used to treat TB?
• What have you heard about curing TB?
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Patient Education
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By asking questions the health care worker can tailor the health education messages
to the needs of the particular patient. Health care workers can build on accurate
information that thepatient already knows and believes, and concentrate on giving
new information and correcting misconceptions.
Examples of Questions to Ask to Identify and Help Solve Problems
The following questions might be asked when arranging for directly observed
treatment or identifying obstacles to treatment adherence:
• How long do you think you need to take medicine to treat your illness?
• How do you feel about taking your medicine?
• How far away is your home?
• How did you travel to the health center?
• How long did it take you to come here today?
• Where do you work?
• What are your working hours?
• What is your marital status?
• Do you have any children? How many? How are they cared for?
• Do your children go to school? Where?
• Where do people usually go for health care in your village?
• Are you likely to move? If so, when and where? How long will you stay?
• Who is someone who always knows where to find you? Where does this
person live?
The following questions might be asked at daily visits to check for side effects
of treatment:
• How are you feeling?
• Have you had any problems?
Heath care workers should be trained to ask patients about side effects from theTB
medicine they are taking. Health care workers should be able to distinguish
between common and serious side effects, and should be able to assist patients in
the management of side effects. For more information on side effects from TB
medication, please see Module 3, Administering TB Treatment, Annex B.
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Patient Education
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11.2.2 Make interactions with thepatient a positive experience.
It’s not only what is said and done, but how it is said and done, that will help the
patient understand health education messages and adhere to treatment. The health
care worker should make interactions with patients a positive experience by being
encouraging and supportive throughout the treatment process.
By demonstrating a caring and respectful attitude toward the patient, the health care
worker can make it more likely that thepatient will return each day for treatment.
A caring attitude can be demonstrated through actions, words, body language, tone
of voice, and eye contact.
When health care workers interact with patients, they should address thepatient by
name, and respect the patient’s time by attending to thepatient as soon as possible.
When a patient’s ideas are different from the health care worker’s, the health care
worker should accept that thepatient has different views, and then make sure the
patient knows the health care worker’s point of view about TB. Health care
workers can make it clear that even if they do not share the patient’s views, they
respect them. Knowing and respecting the patient’s views will improve the
working relationship and make thepatient more likely to be adherent.
The health care worker should keep in mind that judgments about the patient’s
lifestyle, beliefs, and behaviors might be conveyed through nonverbal body
language. This form of communication can also negatively affect the health care
worker’s relationship with the patient. The health care worker should be objective
and nonjudgmental.
TB treatment is a long process. In order to motivate thepatient to continue
treatment, health care workers can provide praise and encouragement at every visit.
They can say, for example, “I’m glad to see you. You are doing the right thing by
coming for treatment every day.”
11.2.3 Speak clearly and simply.
Simple, nonmedical terms should be used in explanations to the patient. Health
care workers should be specific about the behaviors expected from the patient.
For example, it is much more helpful to say, “This pill will help you get better,”
than to say, “This drug, isoniazid, is a bactericidal agent that is highly active against
Mycobacterium tuberculosis.”
Using words that are familiar to patients can make the information relevant to them,
therefore increasing the likelihood that thepatient will comply with the prescribed
treatment regimen.
[...]... started on treatment for TB, or when thepatient is registered in theTBPatient Register (TB 03) The initial meeting with thepatient provides the opportunity to communicate essential information about TB and its treatment The first meeting with a patient also provides a good opportunity for the health care worker to gather information from thepatientThe health care worker should ask about thepatient s... infected with TB; • begin an assessment of thepatient s knowledge, attitudes, and beliefs about TB; • discuss the importance of adherence to theTB treatment regimen; 9 11 PatientEducation In addition, the first meeting with the patients provides the opportunity to: • get to know the patient; • educate thepatient about TB; • look for factors that may affect thepatient s adherence to treatment; and... new patients and patients who have been treated for TB before (re-treatment patients) Re-treatment patients need a stronger treatment regimen to be cured Health care workers should provide general information about thepatient s treatment, such as: • Length of treatment • Where thepatient will receive treatment during the intensive phase • Where thepatient will receive treatment during the continuation... treatment • What happens if thepatient plans to moves while on treatment After the role-play, comment on what was done well and what could be improved 19 11 PatientEducation 11.5 Facilitating Adherence to TB Treatment One of the main goals of theraionTB Coordinator is to ensure that health care workers within theraion are facilitating adherence to TB treatment among TB patients This section of the module... follow-up visit with thepatientThe health care worker’s relationship with thepatient will develop over time as treatment progresses and thepatient s health improves However, the initial meeting is often thepatient s first encounter with theTB Specialized Services and therefore is very important The initial meeting marks the beginning of the health care worker’s relationship with a patient and therefore... lungs When TB damages the lungs, a person coughs up sputum and may not be able to breathe easily Without proper treatment, a person can die from TB 10 11 PatientEducationTB Can Be Cured Thepatient should be reassured that with the right drug treatment, TB is a curable disease Thepatient must take all of the prescribed drugs for the entire treatment time in order to be cured Treatment of TB Treatments... continuation phase Thepatient does not want to have a sputum exam after 5 months’ treatment Thepatient says her husband, who has a cough, does not have time to be tested for TBThepatient is afraid to tell her family that she has TBThepatient feels the medicine is making him sick and wants to stop taking it Thepatient doesn’t have transportation to get to the health clinic 25 11 PatientEducation 11.6... Adapt treatment to lifestyle, especially during the continuation phase Make social service referrals Treat thepatient with dignity and respect Be consistent in what is done and told to thepatient 23 11 PatientEducation Issues Patienteducation • • • • • • • • • • • • Treatment Clinic operations • • • • • • • • • • • • • • 24 Improvement Methods Give vital information first in the initial patient meeting... instructions; thepatient is likely to be anxious after hearing the diagnosis Follow oral instructions with written instructions Be clear from the start about the length of the regimen Don’t overload thepatient with too much information at one time Speak simply and clearly Use educational materials that are culturally and linguistically appropriate for thepatient Be alert for signs or indications that the patient. .. Treatment of TB • Necessity of directly observed treatment • How TB spreads • Symptoms of TB • How to prevent TB from spreading • Importance of completing treatment • What to expect; what to do next After the role-play, comment on what was done well and what could be improved 14 11 PatientEducation 11.4 Continue PatientEducation Throughout Treatment As discussed earlier, patienteducation is a continuous . 11 Patient Education 1 11.1 Introduction to Patient Education Education of the patient is a critical part of treating tuberculosis. The health worker must communicate with a patient. to know the patient; • educate the patient about TB; • look for factors that may affect the patient s adherence to treatment; and • arrange a follow-up visit with the patient. The health. entire treatment time in order to be cured. Treatment of TB Treatments differ between new patients and patients who have been treated for TB before (re-treatment patients). Re-treatment patients