Empower Your Practice

Journal for Practice Managers

7 Steps to Empower Patients (with Mental Disorder Example)

Kate Pope
Written by
Kate Pope
Vlad Kovalskiy
Reviewed by
Vlad Kovalskiy
Last updated:
Expert Verified

There are two parties involved in the treatment process: the doctor and the patient. If one party is not interested in recovery, the efforts of the other party will be less effective.

For the doctor, the treatment process is a job. He is already motivated, if not by moral principles, then by money. Patients, due to their personal characteristics or lack of knowledge, do not always realize the principles of treatment, the importance of the sequence of medication and lifestyle changes.

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The WHO initiative "Patients for patient safety" directly states that:

"Patient is the only one person gone through his/her entire care process: Her/his and family voice should be heard fully."

Today we are going to talk about what tools and personal qualities of a clinician help with engaging patients and make them full participants in the process of recovery and health maintenance. Empowering patients in their own care is not just a best practice for 2026: it is a measurable driver of safety, adherence, and outcomes.

What Is Patient Empowerment and Why Does It Matter?

Patient empowerment is the process through which patients gain greater control over decisions and actions affecting their health. The WHO defines it as both an individual and a community process, built on four foundations: understanding one's role, acquiring relevant knowledge, developing practical skills, and having a facilitating environment.

The term patient participation is a commonly used, less charged alternative preferred in many clinical and policy contexts. It is also worth distinguishing patient engagement from patient empowerment: engagement describes provider-led activities designed to involve patients, while empowerment describes patient-held control over health decisions. The two concepts are related but not interchangeable.

Why does this matter clinically? The evidence is clear. Studies have linked patient empowerment to improved medication adherence, better self-management of chronic conditions, and reduced likelihood of harm. Research published in PLoS One found a direct connection between empowerment and adherence, while work in the Journal of Diabetes Research showed meaningful outcome improvements in patients with diabetes who took an active role in their care. Separately, data cited by the OECD found that involving patients in their own safety can reduce the likelihood of harm by up to 15 percent.

For clinicians, the practical implication is straightforward. When patients understand their condition and feel heard, clinical goals align more naturally with patient goals. Satisfaction improves on both sides of the consultation. From an operational perspective, empowering patients in their own care also supports stronger retention, reduces unnecessary contacts, and allows clinical staff to focus on complex needs rather than routine administration.

Patient Empowerment Strategies

Engaging and activating patients involves several strategies aimed at promoting involvement in their own care and decision-making process. Here are some ways to achieve this.

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Step 1. Patient education and health literacy

Health literacy sits at the heart of patient empowerment. To defeat the enemy, one must understand him. In the case of doctor-patient interaction, the enemy is the disease. To defeat it, you need two educated fighters.

This does not mean that all patients must have a degree in medicine. The doctor's job is to explain to the person what is going on in his body, how the disease affects his well-being, and how medications change it. When the patient understands what is happening to him, the fear of the unknown is gone, and the patient has an understanding of his health condition and care model.

To successfully inform the patient, use all means of data visualization: infographics, 3D models, electronic human models and atlases. After all, even a hand-drawn picture of the thyroid on a piece of paper during the appointment will give the patient a better idea than just words.

Step 2. Shared decision-making

This strategy follows on from the first. Only an "educated" patient can make a joint decision with the doctor about treatment options.

SDM "is not about convincing the patient to follow the doctor's recommendation."

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Shared decision-making actively strengthens the patient-provider relationship. When clinicians and patients collaborate on choices, trust deepens. The point of shared decision-making is to have risk communication and discuss values, and based on this information make a decision in a few steps (in the example of oncology screening):

  1. Make sure that the patient is aware of the options (to have the examination or not).
  2. Provide arguments for and against each option. Opinions should be supported by research, practice, and statistics (e.g. concerning chemotherapy and surgery).
  3. Get the patient's opinion on each option. Ask how they relate to his or her values.
  4. Guide the patient toward a final decision.
  5. Make sure the patient is comfortable with his/her choice and has no regrets (SURE test).

Step 3. Communication skills

Convincing or dissuading people from certain decisions and actions is only possible with the help of strong communication skills, active listening, empathy, and clear explanation of medical information in plain language.

This is why speech and the context in which you communicate with patients are almost crucial: it is often how you speak, not what you say.

Healthcare professional's behaviour matters.

  • Be respectful, friendly and tactful, although this can be difficult with some patients.
  • Try to maintain non-verbal contact with the patient by posture, gaze. If it is difficult to combine this with note-taking, warn the patient that you are listening carefully and taking notes of his complaints, somehow confirming what you have heard.
  • Use "active listening" techniques, confirming that you have heard and understood the patient by restating what he or she said.

("Did I understand you correctly:...", "So, you said that ...")

  • Take into account the level of education, adapt your speech, its form, content and pace to the intellectual capabilities of the patient.
  • Do not overuse specialised terminology; where possible, replace terms with commonly used words or explain them immediately.
  • Check that patient understands you correctly.
  • At the end of the appointment, summarise what you said, make an action plan, and plan the next meeting.

Excellent communication skills are the cornerstone of a strong patient-provider relationship. When doctors communicate clearly and empathetically, patients feel valued and understood.

Step 4. Support for self-management

Offer support and resources to help patients manage their health between medical visits. This may include self-monitoring tools, lifestyle interventions, and access to community resources such as support groups or counseling services.

Implement digital tools like electronic health records to give patients structured access to their own clinical information and support continuity of care between appointments.

Step 5. Setting realistic goals

Active role of the patient is possible when he or she sees a potential solution to a difficult health situation. It is important to set realistic goals, to break down treatment into several stages so that the patient can track the real progress of treatment and see potential health outcomes.

Nutrition is one area where goal-setting can make a measurable difference. Patients managing conditions like diabetes or metabolic syndrome benefit from agreeing specific dietary targets with their clinician and tracking progress against them. Exploring approaches such as adopting ketogenic meal plans under medical guidance forms a practical part of this process, giving patients a concrete goal they can monitor and adjust as their condition evolves.

Step 6. Technology and telehealth

Remote monitoring and telemedicine should be part of a continuous educational process of communication between providers and patients.

Digital tools, particularly patient portals, are essential for facilitating self-management. A web-based patient portal gives patients 24/7 access to their visit records, lab results, and treatment plans, turning health information from something they receive once in a consultation into something they can review, reflect on, and act on at any time. This transparency reinforces adherence: patients who can cross-reference their prescriptions with their visit notes are less likely to miss doses or misunderstand instructions. Beyond records access, video telemedicine extends the practice's reach, enabling real-time clinical consultations without requiring the patient to travel. For patients in rural and remote areas, online consultation may be the only way to obtain urgent counselling.

A real-time telehealth brokerage platform can enable healthcare providers to enhance their support for patients suffering from diabetes, CHF, hypertension, asthma/COPD, and other chronic conditions with challenging care and lifestyle regimens.

telemed mobile picture

Step 7. Promote self-advocacy

A specialist's task is to encourage patients to ask questions, express their preferences, and advocate for themselves in healthcare settings.

This strategy stems from a basic principle: a patient who understands his or her own illness and its course is able to rationally, through critical thinking and health education, make decisions about his or her own treatment. The clinician's role shifts from sole decision-maker to trusted guide, equipping patients with the language and confidence to participate fully in every conversation about their care.

Barriers to Empowering Patients in Their Own Care

Even when clinicians apply the right strategies, empowering patients in their own care is not always straightforward. Understanding the most common obstacles helps practices address them proactively.

Low health literacy. A significant proportion of patients struggle to interpret medical information, follow written instructions, or evaluate treatment options. Plain-language communication and visual aids reduce this gap considerably.

Limited access to technology. Digital tools and patient portals assume reliable internet access and a baseline of digital confidence. For older patients or those in underserved communities, these assumptions do not always hold. Offering non-digital alternatives, such as printed care plans or phone-based follow-up, keeps these patients engaged.

Cultural and language differences. A patient's cultural background shapes how they relate to authority, disclose symptoms, and accept advice. Working with interpreters and culturally competent care frameworks supports more genuine participation.

Psychological barriers. Anxiety, depression, and health-related fear can reduce a patient's capacity to engage. Clinicians who screen for these factors and adjust their communication accordingly see better activation outcomes.

Time constraints in the consultation. Shared decision-making and patient education take time. Where appointment slots are short, structured tools like decision aids and written summaries extend the conversation beyond the room.

Information overload. Patients today have access to vast amounts of medical data online, which can lead to confusion and decision paralysis rather than empowerment. Providers should guide patients to vetted, credible resources and teach them how to filter out unreliable health claims.

Financial barriers to care. High out-of-pocket costs and prescription expenses can prevent patients from actively managing their health. When patients cannot afford their treatments, engagement drops. Practices can help by providing transparent pricing, discussing generic medication options, and connecting patients with financial assistance programs.

Recognising these barriers is the first step. The second is building clinical workflows that account for them rather than assuming every patient arrives ready to participate.

Patient Empowerment Example: Supporting a Patient with a Mental Disorder

Choosing the most effective patient engagement and activation strategy depends heavily on the specific context, including:

  • Patient population: age, health literacy, cultural background, access to technology, etc.
  • Condition being addressed: chronic disease, acute illness, preventive care, etc.
  • Desired outcome: improved medication adherence, self-management of symptoms, participation in preventive screenings, etc.

To see how all seven steps work in practice, consider a young adult recently diagnosed with an anxiety disorder who wants to reduce reliance on medication and improve day-to-day functioning.

Step 1 (Education and health literacy). The clinician schedules psychoeducation sessions with a therapist to explain the nature of anxiety, common triggers, and the physiological basis of symptoms. Plain-language materials and vetted self-help resources are provided to build the patient's health literacy from the outset.

Step 2 (Shared decision-making). Clinician and patient collaboratively review treatment options, weighing therapy, medication, and self-management approaches against the patient's values and goals. The SURE test confirms the patient feels comfortable with the agreed plan.

Step 3 (Communication). The clinician uses active listening and avoids clinical jargon, checking understanding at every session and summarising agreed actions in writing.

Step 4 (Self-management support). The patient is introduced to a mood-tracking app and a structured relaxation programme. Wearable devices help identify stress patterns between appointments.

Step 5 (Goal setting). Small, measurable goals are agreed: completing three mindfulness sessions per week, attending all scheduled appointments, and reducing avoidance behaviours in one identified context per month.

Step 6 (Technology and telehealth). The patient uses the web-based patient portal to review session notes and track progress. Video telemedicine sessions are scheduled for weeks when attending in person is not practical.

Step 7 (Self-advocacy). The patient is encouraged to bring a list of questions to each appointment and to raise concerns about side effects or progress promptly, rather than waiting until the next scheduled review.

Remember: This is a worked example, and the specific approach will vary depending on the individual and their unique situation. Collaboration between the patient, therapist/counselor, and support system is crucial for success.



Additional considerations

Address individual needs. Adapt the strategy based on the specific type of anxiety disorder, severity, cultural background, and personal preferences.

Involve support system. Encourage family and friends to provide understanding and support, potentially including them in educational sessions or group therapy. Incorporating words of affirmations can also help reinforce a confident and motivated mindset.

Leverage technology effectively. Utilise apps for mood tracking, symptom monitoring, relaxation exercises, and journaling to monitor progress and identify triggers, supported by CI/CD for mobile apps.

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Focus on sustainability. Equip the patient with the knowledge and skills to manage their anxiety in the long term, promoting independence and well-being.

Frequently Asked Questions: Empowering Patients in Their Own Care

What does patient empowerment mean?

Patient empowerment means giving patients the knowledge, skills, and confidence to take an active role in their own health decisions rather than remaining passive recipients of care. It is built on four foundations defined by the WHO: understanding one's role, acquiring relevant knowledge, developing practical skills, and having a facilitating environment.

How to empower patients in healthcare?

The seven strategies covered in this article provide a practical framework: start with education and health literacy, move through shared decision-making and communication skills, support self-management with digital tools, set realistic goals together, use telehealth to extend access, and encourage patients to advocate for themselves.

What are some examples of empowerment in healthcare?

Examples include a patient with diabetes using a patient portal to review lab results and track progress against agreed targets, a person with anxiety using telehealth appointments and a mood-tracking app to manage their condition between visits, and any patient who participates in shared decision-making to choose a treatment plan aligned with their own values.

How can clinicians measure whether a patient is truly empowered?

Several validated tools exist for this purpose. The Patient Activation Measure (PAM) is one of the most widely used: it assesses a patient's knowledge, skills, and confidence across four levels of activation. Tracking PAM scores over time gives clinicians a practical indicator of whether their engagement strategies are working.

Does patient empowerment improve clinical outcomes?

Yes, across multiple conditions and settings. Research links higher patient activation to better medication adherence, fewer emergency admissions, improved chronic disease management, and greater patient satisfaction. The effect is particularly well documented in diabetes, cardiovascular disease, and mental health.

What is the biggest barrier to patient empowerment in busy clinical settings?

Time is the most commonly cited constraint. Short appointments leave little room for the conversation that genuine shared decision-making requires. Structured decision aids, written care summaries, and patient portal access extend the educational process beyond the appointment itself, reducing pressure on the consultation without sacrificing quality.

How does health literacy affect patient empowerment?

Low health literacy is one of the strongest predictors of low patient activation. Patients who struggle to read or interpret medical information are less likely to ask questions, follow complex regimens, or participate meaningfully in treatment decisions. Adapting communication to the patient's literacy level, using visual aids, and confirming understanding through teach-back techniques are the most effective responses.

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