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Equitable Healthcare Lab
Patient-Paced Discharge Education
Summer 2024
Equitable Healthcare Lab, in collaboration with UChicago Medicine Family Birthing Center
PROJECT TEAM
Kim Erwin
Associate Professor of Healthcare Design & Design Methods and Equitable Healthcare Lab Director
Meghna Prakash
Assistant Director and Design Researcher, Equitable Healthcare Lab
Elizabeth Graff
MDes + MPA 2023
Anna Marzano, RN, BSN, C-EFM, CBC
Perinatal Services Quality & APORS Specialist at UChicago Medicine Family Birthing Center
Sanjana Kumar
MDes 2025
Caley Schroeder
Patient Care Manager at UChicago Medicine Family Birthing Center
Abbe Kordik, MD
Director of Obstetrics and Gynecology at UChicago Medicine Family Birthing Center
CHALLENGE
How might we improve postpartum patient education so that it’s easier to understand and deliver?
Poor quality discharge education is associated with more newborn Emergency Room and Urgent Care visits. But short hospital stays limit the time for clinicals staff to effectively address a new mother’s learning needs, especially given the large amount of mandated education required by various agencies. Patient satisfaction scores for the Family Birthing Center (FBC) suggested significant gaps in patient readiness to succeed at home after giving birth.
Citing a need to improve its patient discharge education, the FBC Quality Improvement team identified several aspects of patient education as needing attention. These include: refining patient education materials; establishing a consistent education process that begins at admission; improving and standardizing the quality of patient education provided by nurses; improving coordination & communication within care team members, & between care team members & patients.
APPROACH
We led a 9-week design sprint to engage patients and staff in development of a more coordinated and effective patient-centered discharge education experience. We engaged 63 stakeholders, including obstetricians, postpartum patients, nurses, midwives, pediatricians, lactation consultants, community health workers, social workers, patient care managers, and clinical educators.
We developed a framework to organize patient education into discrete challenges — Content development, Delivery improvement, and Team Coordination. — and built design requirements for each component.
A SENSE-MAKING FRAMEWORK FOR PATIENT EDUCATION
The design requirements for each component are as follows:
Content that is
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Organized and easy for patients to understand
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Patient-paced so patient have an active role in their own learning
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Consistent so that all patients are taught the same core topics
Delivery that is
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Scripted to support staff in providing consistent key messages
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Timed to the middle of the hospital stay, rather than at day of discharge
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Delivered with confidence to create better educational outcomes
Coordinated and visual so that
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All stakeholders can see the patient’s progress when they walk in the room
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All stakeholders can track the patient’s self-assessed confidence with topics
SOLUTIONS
All solutions were prototyped and tested in the clinical environment with patients and providers. Solutions are in use, in routine care as of July 1, 2025.
To develop testable solutions, we identified and structured 36 topics that needed to be covered before a patient went home. We then prototyped concepts to address each framework component, but work together as a communication system:
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A Patient Education “Menu” (Content);
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Educational Pathways for each of the 36 topics that include key messages and a “hook” for engaging patients and a suite of implementation support tools (Delivery);
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An in-room whiteboard with education topics, visible from the bed and the door (Coordination).
1. Content: Patient Education Menu
All 36 educational topics are organized clearly and simply in the Patient Education Menu. To encourage full patient engagement, the menu lets patients choose and pace their preferred topics.
We conducted card sorts with 13 staff to identify educational topics. Bedside engagement with 20 patients identified their preferred topics, language and format for the menu. In total, 12 iterations of the patient education menu were generated before finalizing the format and content.
2. Delivery: Suite of support tools for implementation
Educational scripts standardize key talking points to help staff deliver consistent education. Delivery support tools for staff include:
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Epic pathways present educational scripts for nurses to provide step-by-step guidance and scripting on each topic.
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Break room posters model effective language to use when talking with patients.
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Lanyard cards offer communication tips for nurses to deliver content in patient-centered ways.
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Teaching tools help clinical educators role play with nurses to give them practice and feedback on how to talk with patients.
All educational content was developed through co-design sessions with educational staff, where they identified key messages for each of the 36 topics. Resulting educational materials were tested bedside with 9 patients starting with the patient education menu through to full delivery of their preferred topics. A 6-point scoring tool was used to evaluate patient satisfaction with the delivered education; resulting in an average score of 5 out of 6 for all tested topics.
3. Coordination: In-patient whiteboard
A whiteboard template creates coordination between different staff members who will be delivering the education. Whiteboard content matches the patient education menu and reflects patient choices, and documents the patient’s learning progress.
We conducted more than 10 interviews and prototype reviews with obstetricians, midwives, pediatricians, nurses, lactation consultants, clinical educators and patient care managers to identify key functions of the whiteboard.
We then ran a series of testing and refinement sessions to ensure readability under different vantage points and lighting conditions. The final whiteboard has been translated into Spanish and is part of the July 1st launch.
Human factors refinement with FBC staff
IMPLEMENTATION PATHWAY
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Training: All patient-facing staff have been trained on the new education system.
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Translation: Materials have been translated into Spanish and versions for Perinatal loss have been created.
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Epic development: Educational pathways for nurses have been implemented in Epic.
July 1st 2025 is the go-live date.
AutoDX: Automated Documentation Tool
Equity-Enhanced Discharge