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What are the steps for communicating with members of the healthcare team in the correct order?

4 min read

Over 50% of medical information is shared through interpersonal communication, making the clarity of that exchange critically important. Understanding the correct order of steps for communicating with members of the healthcare team is a skill that directly impacts patient safety, accuracy, and overall quality of care.

Quick Summary

Following a standardized framework for communicating with your healthcare team involves preparing your information beforehand, utilizing a structured approach like SBAR during the conversation, confirming understanding, and ensuring proper follow-up.

Key Points

  • Prepare Effectively: Gather and prioritize your health concerns, medications, and relevant records before any conversation with the healthcare team to ensure you stay focused.

  • Use the SBAR Framework: Structure your communication by stating the Situation, providing Background context, presenting your Assessment, and clearly making a Recommendation.

  • Confirm Understanding: Use the 'teach-back' method to have the provider confirm you have understood all instructions and information correctly, preventing miscommunication.

  • Follow Up Consistently: After the appointment, review your notes, schedule follow-ups, and monitor your progress to maintain continuity of care.

  • Practice Assertive Communication: Speak clearly and directly about your needs and concerns without being aggressive, fostering a more effective and respectful dialogue.

  • Use Plain Language: Avoid technical medical jargon and use clear, simple language to describe symptoms and understand treatment plans.

In This Article

Before the Conversation: The Preparation Phase

Effective communication begins long before you speak with a healthcare provider. Arriving at an appointment or contacting the team unprepared can lead to missed opportunities for important information sharing and can cause confusion. Taking the time to gather and organize your thoughts and documents is a crucial first step for ensuring a productive and accurate conversation.

Gather Essential Information

  • Compile a list of your concerns: Before the appointment, write down all your health issues, prioritizing the most important ones. This helps you focus the discussion and ensures you don't forget anything important in the moment.
  • List all medications: This should include prescription drugs, over-the-counter medications, vitamins, and any herbal supplements. Include the name, dosage, and frequency for each.
  • Bring relevant medical records: If you are seeing a new provider or specialist, bring any recent test results, x-rays, or notes from other doctors. Many systems are electronic, but having physical or digital copies can prevent delays.
  • Consider bringing a companion: A friend or family member can serve as a second set of ears to take notes or remind you of questions you wanted to ask.

During the Interaction: The SBAR Framework

For concise, structured, and accurate communication, healthcare professionals often use a standardized tool called SBAR (Situation, Background, Assessment, Recommendation). While primarily used for inter-team communication, adapting this framework is highly effective for patients and families communicating with providers.

1. Situation: The Opening Statement

Begin by stating your name, your relationship to the patient (if applicable), and the purpose of your communication. State the most critical information or issue clearly and concisely. For example: "Hello, my name is John Smith, and I'm here for my appointment today to discuss my recurring headaches."

2. Background: Providing Context

Give pertinent and brief background information related to the situation. This can include the patient's age, chief complaint, relevant medical history, and any recent changes in condition. Avoid unnecessary details. For example: "I've had a history of migraines, but these new headaches feel different and have been happening daily for the past two weeks."

3. Assessment: Explaining Your Observations

This is your analysis of the situation based on what you have observed. It's your evaluation of the current client's situation and what you think the problem might be. For example: "I feel my energy levels are low, and I've been very sensitive to light, which makes me think it might be a new type of headache or a change in my condition."

4. Recommendation: Stating What You Need

Clearly state what you would like the provider to do. This can include requesting tests, changes to medication, referrals, or a new treatment plan. For example: "I would like to explore if there are new diagnostic tests we can run or if a new medication might help address these symptoms."

Confirmation: Closing the Loop

Before ending the conversation, confirm your understanding of the next steps. This is also an opportunity to ask for written instructions. Using the "teach-back" method—where you explain your understanding of the plan in your own words—is highly effective for ensuring clarity.

Comparison of Communication Styles

To highlight the difference a structured approach makes, consider the following comparison between effective and ineffective communication.

Aspect Ineffective Communication Effective Communication
Preparation No list, vague memory of symptoms. Organized notes, prioritized concerns, and medication list.
Information Rambling, including irrelevant details. Concise and focused using the SBAR framework.
Clarity Using vague terms like "feeling unwell." Specific description of symptoms (e.g., "daily headaches for two weeks").
Questions Forgetting key questions or asking too many at once. Pre-written questions asked at the appropriate time.
Comprehension Assuming you understood, or being afraid to ask again. Using the teach-back method to confirm understanding.

After the Conversation: Following Up

Communication with your healthcare team is an ongoing process, not a single event. A crucial step often overlooked is the follow-up, which ensures continuity of care and reinforces the treatment plan.

What to do after your appointment:

  • Review your notes: Immediately after your appointment, review the notes you took to ensure they are accurate and complete.
  • Organize written instructions: File any written information, including prescriptions, test orders, and educational materials. The American Medical Association (AMA) recommends using plain language to confirm information.
  • Schedule follow-ups: If instructed to schedule another appointment or a test, do so as soon as possible.
  • Monitor your progress: Keep track of your symptoms and how you are responding to any new treatments. This data will be invaluable for future conversations.

Enhancing Your Communication Skills

Beyond the structured process, employing certain strategies can further enhance your interactions with the healthcare team.

  • Be assertive, not aggressive: Respectfully and directly state your needs and concerns. Assertive communication is about advocating for yourself while maintaining a positive relationship with your care providers.
  • Use plain, clear language: While you may hear medical jargon from the team, translate your own descriptions into simple, unambiguous terms. Instead of saying "dyspnea," say "difficulty breathing".
  • Observe non-verbal cues: Pay attention to your own and the provider's body language. Maintaining eye contact and having an open posture can foster trust.
  • Foster a culture of open communication: Both patients and healthcare providers can contribute to an environment of open dialogue. Don't be afraid to ask questions until you fully understand a diagnosis or treatment plan.

By following this sequential approach—preparing thoroughly, using a clear framework like SBAR, and following up consistently—you can ensure your health information is communicated accurately and effectively, leading to better outcomes and a stronger partnership with your healthcare team.

Frequently Asked Questions

SBAR is a standardized communication tool that stands for Situation, Background, Assessment, and Recommendation. It helps organize information in a clear, structured way, especially for critical conversations.

To prepare, make a prioritized list of your concerns, gather all current medication details (including dosage), bring copies of recent test results, and consider bringing a family member or friend to help take notes.

The 'teach-back' method is when you explain in your own words what you have been told by the healthcare provider to confirm your understanding. It's a powerful tool to prevent miscommunication and ensure accuracy.

Using clear, simple language ensures that everyone, including patients and family members, fully understands the information being shared. This reduces confusion and minimizes the risk of medical errors.

If you feel your concerns are being dismissed, you can respectfully and assertively state that you feel unheard. If this continues, you can ask for a patient advocate, social worker, or speak with the office's ombudsman.

A family member or friend can act as a second set of ears, take notes, and help you remember what was discussed with the doctor. They can also offer support and help advocate for your needs.

A good sequence is: Introduce yourself, state the situation and your concerns clearly, provide relevant background information, present your assessment of the problem, state your desired recommendations or next steps, and confirm understanding before you leave.

References

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Medical Disclaimer

This content is for informational purposes only and should not replace professional medical advice.