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ORIGINAL RESEARCH CONTRIBUTION

Patient Understanding of Emergency


Department Discharge Instructions:
Where Are Knowledge Deficits Greatest?
Kirsten G. Engel, MD, Barbara A. Buckley, RN, Victoria E. Forth, MA, Danielle M. McCarthy, MD,
Emily P. Ellison, MS, Michael J. Schmidt, MD, and James G. Adams, MD

Abstract
Objectives: Many patients are discharged from the emergency department (ED) with an incomplete
understanding of the information needed to safely care for themselves at home. Patients have demon-
strated particular difficulty in understanding post-ED care instructions (including medications, home
care, and follow-up). The objective of this study was to further characterize these deficits and identify
gaps in knowledge that may place the patient at risk for complications or poor outcomes.
Methods: This was a prospective cohort, phone interview–based study of 159 adult English-speaking
patients within 24 to 36 hours of ED discharge. Patient knowledge was assessed for five diagnoses (ankle
sprain, back pain, head injury, kidney stone, and laceration) across the following five domains: diagnosis,
medications, home care, follow-up, and return instructions. Knowledge was determined based on the
concordance between direct patient recall and diagnosis-specific discharge instructions combined with
chart review. Two authors scored each case independently and discussed discrepancies before providing
a final score for each domain (no, minimal, partial, or complete comprehension). Descriptive statistics
were used for the analyses.
Results: The study population was 50% female with a median age of 41 years (interquartile range
[IQR] = 29 to 53 years). Knowledge deficits were demonstrated by the majority of patients in the domain
of home care instructions (80%) and return instructions (79%). Less frequent deficits were found for the
domains of follow-up (39%), medications (22%), and diagnosis (14%). Minimal or no understanding in at
least one domain was demonstrated by greater than two-thirds of patients and was found in 40% of
cases for home care and 51% for return instructions. These deficits occurred less frequently for domains
of follow-up (18%), diagnosis (3%), and medications (3%).
Conclusions: Patients demonstrate the most frequent knowledge deficits for home care and return
instructions, raising significant concerns for adherence and outcomes.
ACADEMIC EMERGENCY MEDICINE 2012; 19:1035–1044 ª 2012 by the Society for Academic
Emergency Medicine

From the Department of Emergency Medicine (KGE, VEF, DMM, MJS, JGA) and the Department of General Internal Medicine
(EPE), Northwestern University, Chicago IL; and Northwestern Memorial Hospital (BAR, JGA), Chicago IL.
Received December 7, 2011; revisions received March 7 and April 23, 2012; accepted April 30, 2012.
Presented at the Society for Academic Emergency Medicine, Boston, MA, June 2011.
The Davee Foundation provided funding to support this study.
Supervising Editor: Richard Byyny, MD, MSc.
The authors have no relevant financial information or potential conflicts of interest to disclose.
Address for correspondence and reprints: Kirsten G. Engel, MD; e-mail: kirsten.g.engel@gmail.com.

ª 2012 by the Society for Academic Emergency Medicine ISSN 1069-6563


doi: 10.1111/j.1553-2712.2012.01425.x PII ISSN 1069-6563583 1035
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1036 Engel et al. • PATIENT UNDERSTANDING OF ED DISCHARGE INSTRUCTIONS

La Comprensión del Paciente de las


Recomendaciones al Alta del Servicio
de Urgencias: ¿Cuáles son los Mayores
Déficits de Conocimiento?
Resumen
Objetivos: Un gran número de pacientes son dados de alta desde el servicio de urgencias (SU) con una
comprensión deficitaria de la información necesaria para un cuidado seguro de sí mismos en el domici-
lio. Los pacientes tienen una dificultad especial en comprender las instrucciones a seguir tras su atención
en el SU (incluyendo fármacos, cuidados en domicilio y seguimiento). El objetivo de este estudio fue
caracterizar estos déficits e identificar las lagunas de conocimiento que pueden situar al paciente en ries-
go de padecer complicaciones u obtener malos resultados.
Método: Se trata de un estudio de cohorte prospectivo basado en una entrevista telefónica a 159 pacien-
tes de habla inglesa entre las 24–36 horas tras el alta del SU. El conocimiento del paciente se valoró en
cinco diagnósticos (esguince de tobillo, dolor de espalda, traumatismo craneal, litiasis renal y heridas) a
través de los siguientes cinco dominios: diagnóstico, fármacos, cuidados en domicilio, seguimiento, e in-
strucciones de alerta para reconsultar a urgencias. El conocimiento se determinó mediante la concor-
dancia entre los recuerdos directos del paciente y las instrucciones al alta en función del diagnóstico
junto con la revisión de la historia clínica. Dos investigadores puntuaron cada caso de forma independi-
ente y discutieron las discrepancias antes de dar una puntuación final para cada dominio (comprensión
nula, mínima, parcial o total). Se realizó un análisis descriptivo de los datos.
Resultados: La población del estudio tenía una mediana de edad de 41 años (rango intercuartílico de 29
a 53 años), y el 50% eran mujeres. La mayoría de los pacientes tenían déficit de comprensión en el domi-
nio de las instrucciones de los cuidados en casa (80%) y en la necesidad de reconsulta a urgencias (79%).
Los déficits menos frecuentes fueron en los dominios de seguimiento (39%), de medicaciones (22%) y de
diagnóstico (14%). La comprensión mínima o nula en al menos un dominio estuvo presente en más de
dos tercios de los pacientes y se encontró en un 40% de los casos para los cuidados en el domicilio y en
un 51% para las instrucciones de reconsulta a urgencias. Estos déficits ocurrieron con menor frecuencia
en los dominios de seguimiento (18%), diagnóstico (3%) y medicaciones (3%).
Conclusiones: Se muestra que los déficits de conocimiento más frecuentes de los pacientes son el cui-
dado en casa y las instrucciones de reconsultar a urgencias, y generan una preocupación cada vez
mayor en cuanto a la adherencia y los resultados.

T
he process of communication between caregivers found significant variability in content, frequent defi-
and patients is widely recognized as a critical ele- ciencies in the information provided, and rare opportu-
ment of high-quality patient care in the emer- nities for patients to ask questions.25,26
gency department (ED).1–10 In particular, there is Given these significant problems with both written
increasing emphasis on the importance of information and verbal communication at ED discharge, it is not
delivery at ED discharge and its downstream implica- surprising that, in a previous study, members of our
tions for adherence and outcomes.11–14 research team found that 78% of patients demonstrated
Despite the recognition of the importance of commu- a comprehension deficit for at least one area of their
nication, the complex ED environment poses significant ED care and instructions.27 In this previous study, com-
challenges to this process.13,15–17 Previous research prehension was assessed across four domains (diagnosis
indicates that patients often leave the ED with an and cause; ED care, including tests and treatments;
incomplete understanding of their care and instruc- post-ED care, including medication, home care, and fol-
tions.18–21 The etiology of these deficits is clearly multi- low-up instructions; and return to ED instructions) for
factorial and reflects problems with both written and patients discharged with any diagnosis. Comprehension
verbal communication. Numerous studies have demon- deficits were most common for the domain of post-ED
strated that written ED discharge instructions often care and were present in over one-third of patients.27
exceed patients’ health literacy or reading levels.22–24 These findings have significant implications for patient
Two previous studies of audiotaped ED discharge outcomes, with growing evidence linking discharge
encounters found that verbal exchange between communication with undesirable outcomes.11,13,14,28,29
patients and providers was very brief (76 seconds on As a result of ineffective communication, patients often
average for providers and 14 seconds on average for leave the ED without the knowledge necessary to
patients) and often incomplete. Moreover, the authors properly care for themselves at home.18–20,27,30,31 In
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ACADEMIC EMERGENCY MEDICINE • September 2012, Vol. 19, No. 9 • www.aemj.org 1037

turn, patients frequently fail to adhere to their dis- excluded. Patients who were not responsible for their
charge instructions and are at risk for adverse events care at home were identified during the phone inter-
and increased resource utilization, including repeat ED view with specific questions and subsequently excluded.
visits and hospitalization.11,12,14,27–29,32–36 Patients with more than one diagnosis were initially
To address problems with information delivery at ED enrolled in the study, as long as at least one diagnosis
discharge, it is essential to build on previous work by was among the five chosen for this study. However,
defining deficits in patients’ understanding of discharge during the early phase of phone interviews, it was
instructions with greater detail and specificity. In par- noted that patients had significant difficulty distinguish-
ticular, it is critical to characterize knowledge gaps that ing the discharge information for each of the two diag-
may place patients at risk for complications or poor noses, and this made it very difficult to accurately
outcomes following their ED visits. This detailed insight assess knowledge. For this reason, all patients with more
will guide effective redesign of ED discharge processes. than one diagnosis were excluded from our sample.
For this study, we hypothesized that a majority of
patients would fail to completely understand their dis- Study Protocol
charge instructions and that knowledge deficits would At discharge, patients receive two types of computer-
be most frequent for information falling within the generated discharge instruction sheets. The first is a
domain of post-ED care (medication, home care, and patient-specific document that is completed by the pro-
follow-up instructions). Specifically, this study was vider and includes the diagnosis, medications, follow-
designed to build on our previous work27 by assessing up recommendations, and open comments. The second
patient understanding of each of the subset compo- is a diagnosis-specific sheet that provides additional
nents of post-ED care separately and determining in information specific to the patient’s discharge diagnosis.
which of these areas (medication, home care, and This latter document is a commercially available prod-
follow-up instructions) deficits are most common. uct from a private company that is contracted by our
Moreover, this study targeted five common ED diagno- ED to provide this resource. These commercially avail-
ses to allow more specific assessments of knowledge able documents generally contain information regard-
gaps in all areas. This research provides a critical next ing diagnosis, home care instructions, and reasons to
step in understanding patients’ unmet needs and how return to the ED.
the discharge process can be improved in the future to The five diagnoses were chosen by our study team
address these needs. By identifying specific areas because they incorporate a diversity of medical condi-
where patient knowledge is deficient, this work serves tions with well-established discharge information and
as a foundation for future efforts to develop and imple- are among the highest frequency discharge diagnoses
ment intervention strategies that will effectively in our ED. Five ED nurses received extensive training
enhance discharge communication and ensure that in conducting phone interviews with patients during a
patients leaving the ED are well prepared to care for pilot phase. Audiotapes from these initial sessions were
themselves at home. reviewed with the nurses to emphasize important skills.
Appropriate patients were identified from an elec-
METHODS tronic data warehouse query of chief complaints and
ICD-9 codes for the five diagnoses being studied. Chart
Study Design review was performed for each patient on the list to
We conducted a prospective cohort study involving ensure that they were diagnosed with one of the five
phone interviews of adult English-speaking patients conditions being studied and were eligible for enroll-
within 24 to 36 hours after ED discharge. Approval for ment. Eligible patients were called and verbally
this study was obtained from the institutional review consented to participate. All phone interviews were
board. All participants verbally consented to study audiotaped and then transcribed for review. At the
enrollment. completion of each interview, nurses reinforced care
recommendations, corrected any errors in the patient’s
Study Setting and Population responses, and offered to answer additional questions.
This study was conducted at an academic urban teach- The recruitment goal for this study was 170 patients
ing hospital in Chicago with a census of approximately with approximately 35 per diagnosis. This study is part
85,000 patients per year. Patients discharged from the of a larger project that will involve an additional assess-
ED in the 1-year period beginning April 2010 with one ment of patient knowledge following changes and
of five common diagnoses were eligible for enrollment: improvements to our discharge process. A power
ankle sprain, back pain (muscle strain), head injury, calculation based on findings from our previous study27
kidney stone, or laceration (closed with staples or indicated that we needed approximately 170 patients
stitches). Exclusion criteria were: non–English-speaking (before and after the intervention) to demonstrate a
patients, patients age < 18 years, patients with signifi- meaningful change (15% to 20%) in knowledge among
cant psychiatric history, patients with a history of sig- discharged patients. Ultimately, the recruitment goal of
nificant dementia or cognitive impairment, patients 35 was reached for some diagnoses but not others.
who were not responsible for their care at home, and Recruitment was stopped after 159 patients had
any patient without a phone number listed in the chart. been enrolled due to decreased availability of nurse
Patients with a history of significant psychiatric disease, interviewers.
dementia, or cognitive impairment were identified by The audiotaped interviews assessed satisfaction
review of the electronic medical record and were and understanding of discharge instructions. Nurse
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1038 Engel et al. • PATIENT UNDERSTANDING OF ED DISCHARGE INSTRUCTIONS

interviewers asked scripted questions that were part of All interviews were transcribed in full by a profes-
a structured interview guide. The interview guide was sional transcription service. The accuracy of transcrip-
modeled closely after the methodology of our previous tion was assessed by review of each transcript by an
study.27 The patient was first asked three questions author (BAB) immediately after transcription. If there
about his or her satisfaction with the visit and the infor- were missing words or any areas of concern, then the
mation received. The patient was then asked about the complete audiotape was reviewed and appropriate
information and instructions he or she received during changes were made to the document.
the visit. Questions targeted five domains: 1) diagnosis For each domain of the ED visit, level of understand-
(‘‘what were you told was wrong with you’’); 2) medica- ing was determined according to the concordance
tions (‘‘what medications, if any, were you told to between direct patient recall and ED chart review, com-
take’’); 3) home care (‘‘were you told to do other things bined with key teaching points obtained from diagnosis-
to take care of this problem besides taking medica- specific discharge instructions. The key teaching points
tion’’); 4) follow-up (‘‘are you supposed to follow-up for each of the five diagnoses were established as part
with any doctors about this problem’’); and 5) return to of a larger study evaluating the discharge process and
ED instructions (‘‘which symptoms or changes should discharge documents. The process to establish these
cause you to come back to the ED’’). All questions were teaching points included review of the existing diagno-
open-ended with follow-up prompts to ensure that sis-specific discharge documents combined with input
patients had the opportunity to provide as much infor- from ED providers (nurses, residents, and attending
mation as possible. An additional question was asked physicians) and subspecialists (e.g., urologist for kidney
about whether or not the patient had read the dis- stone, sports medicine for ankle sprain), as well as
charge instructions. The interview guide was tested practice guidelines. These key teaching points were
during a pilot phase. Minor changes were incorporated items that the multidisciplinary group concurred were
after the initial pilot phase of data collection, according essential for patients to know to ensure safe outcomes
to a review of preliminary results, as well as feedback upon discharge. While it was not possible to know
from the nurse interviewers. what information was shared with the patient verbally,

Table 1
Concordance Coding Examples

Key Teaching Omitted ⁄ Discordant


Examples Patient Interview Chart Review Points Information Score Given
Laceration: ‘‘No, not really, no.’’ Return if worsening Return to ED for Not aware of return to No
return to ED ‘‘No, not that pain, fever, increased redness, ED instructions. understanding
instructions I remember.’’ bleeding, purulent warmth, or
discharge. swelling around
the wound;
cloudy, pus-like
drainage from the
wound; increased
pain; reopening of
the wound; fever.
Back pain: ‘‘When it’s feeling Apply heat to your Be active (as long Omits avoid lifting, Minimal
home care better to do some low back for as not painful); heat, and ice. understanding
exercises or you just 20 minutes at a avoid heavy lifting;
have therapy.’’ time, several apply heat (before
times a day. activity); apply ice
(after activity).
Kidney ‘‘I have hydrocodone, Cipro, Flomax, NA Omits Flagyl (for Partial
stone: ciprofloxacin, Norco, and Flagyl. bacterial vaginosis). understanding
medications ondansetron, and Discordant information
tamsulosin. The with statement that
hydrocodone is for Flomax is an
pain. The Cipro is an antibiotic.
antibiotic, I believe.
The ondansetron
…it’s for nausea.
Tamsulosin is
another antibiotic,
I believe.’’
Ankle sprain: ‘‘Dr M … in Call referral number Follow-up with NA Complete
follow-up orthopedics.’’ to arrange for ortho or PMD in understanding
‘‘Within a week. follow up with 7–10 days.
… he can check it out Dr M ... of
and see how well it’s orthopedics
healing.’’ in 1 week.

NA = not applicable.
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ACADEMIC EMERGENCY MEDICINE • September 2012, Vol. 19, No. 9 • www.aemj.org 1039

the diagnosis-specific documents did provide the 854 eligible patients identified
patients with information in the areas included in the with electronic data
key teaching points. The inclusion of key teaching warehouse and called
points in our assessments of knowledge ensured con- 547 unable to
sistent rating across all patients for a given diagnosis, contact
despite differences in the quantity and quality of infor-
307 successfully reached by
mation provided in the patient-specific discharge
phone
instructions.
88 (29%)
A four-category concordance coding scale (no con-
refused
cordance, minimal concordance, partial concordance,
complete concordance) and specific guidelines were 219 interviews conducted
established by the consensus of all the authors after (71% participation rate) 17 excluded
reviewing a subset of cases. These guidelines were 34 incomplete interviews
based on those created for our previous study.27 These
9 poor quality recordings
guidelines ensure that concordance coding will identify Final sample:
only clinically significant knowledge deficits. For example, 159 participants
according to these guidelines, patients who refer to
their medication bottles for proper dosing or indicate Figure 1. Enrollment strategy.
follow-up plans that are consistent (although not identical)
with those in the discharge instructions are scored as
concordant. The coding guidelines are available from Table 2
the authors upon request. Two authors (KEE, BAB) Characteristics of the Sample and Refusal Populations
coded each case independently. The two coders dis-
cussed any coding discrepancies before deciding on a Total Sample Refusals
final score. Table 1 provides examples of concordance Characteristic (N = 246) (n = 159) (n = 87)
coding for each category on the scale across the different Female 49.7 43.7
domains of the discharge information. A designation of Age* (yr), 41 (29–53) 39 (29–46)
median (IQR)
‘‘dangerous misunderstanding’’ was included to indi-
Head injury 17.1 18.2 14.9
cate that an event of discordance reflected inaccurate Kidney stone 15.5 19.5 8.1
information or information that directly conflicted with Laceration 24.4 22.0 28.7
the discharge instructions in such a way that the patient Back pain 27.2 22.6 35.6
was felt to be at risk for an adverse event. Ankle sprain 15.9 17.6 12.6

Values are % unless otherwise noted


Data Analysis IQR = interquartile range.
All data were double entered with Microsoft Excel *Full range was 18 to 88 years.
(Microsoft Corp., Redmond, WA) and inconsistent data
were identified and reconciled. Statistical analysis was
conducted with SAS 9.2 (SAS Institute, Cary, NC). No Minimal Partial Complete

Simple descriptive statistics (medians, frequencies) 100.00%


were used to describe demographic information,
80.00%
patient understanding, and the presence of dangerous
misunderstandings. Post hoc analysis was done to 60.00%
determine if patient understanding was associated with
reported reading of discharge instructions. For bivariate 40.00%

analyses, chi-square tests were used for categorical 20.00%


variables and Wilcoxon Mann-Whitney tests for contin-
uous variables (the only continuous variable examined 0.00%
Diagnosis Medication Home Care Follow-Up Return to ED At least one
in bivariate analyses was age, which was skewed). Deficit

RESULTS Figure 2. Knowledge deficits.

During the study period, a total of 307 patients were responses was 0.84 (95% confidence interval = 0.82 to
reached by phone and a final sample of 159 participants 0.86). All of the initial disagreements were due to coder
was enrolled and completed participation in the study. error, indicating that one coder had missed information
Figure 1 summarizes the recruitment and enrollment or failed to follow a scoring guideline. None of the dis-
process. Patients with back pain refused participation agreements were due to differences in interpretation of
with greater frequency than those with other diagnoses the coding guidelines, and agreement was easily
(see Table 2, p = 0.03). achieved in all areas of initial disagreement.
Of the 159 patients in the final sample, the median Figure 2 summarizes the results for the frequency of
age was 41.0 years and 49.7% were female (Table 2). knowledge deficits by domain. Across all five domains
Seventy percent of patients indicated that they read of the ED discharge instructions, 92% of patients
their discharge paperwork. The weighted kappa for demonstrated a deficit (partial, minimal, or no under-
concordance coding between the two raters’ initial standing) in at least one domain. Sixty-six percent of
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1040 Engel et al. • PATIENT UNDERSTANDING OF ED DISCHARGE INSTRUCTIONS

Table 3
Severe Knowledge Deficits (No or Minimal Understanding) by Domain and Diagnosis

Total Head Injury Kidney Stone Laceration Back Pain Ankle Sprain
Category (N = 159) (n = 29) (n = 31) (n = 35) (n = 36) (n = 28)
Diagnosis 3.2 3.5 0.0 0.0 11.4 0.0
Medication 3.2 3.6 0.0 2.9 8.3 0.0
Home care 40.1 58.6 20.0 38.2 58.3 21.4
Follow-up 18.4 41.4 6.5 0.0 25.7 21.4
Return to ED 50.7 44.4 42.9 39.4 94.3 22.2
At least one category 66.0 82.8 48.4 54.3 94.4 46.4
At least one categories 56.0 65.5 45.2 51.4 69.4 46.4

All values are percentages, and represent row percentages or the percent of those in each diagnosis category who scored
minimal or no understanding in a domain.

patients demonstrated a severe deficit (no or minimal Table 4


understanding) in at least one domain, and 33% of Reported Reading of Discharge Instructions and Severe
patients had more than one domain with a severe defi- Knowledge Deficits (No or Minimal Understanding) by Domain
cit. Knowledge deficits were most frequent for home
care and return to ED instructions and less frequent for Read Did Not Read
diagnosis, medication, and follow-up instructions. The Minimal or No Instructions Instructions
frequency of more severe deficits (no or minimal under- Understanding (%) (n = 105) (n = 43) p-value
standing) was also higher for the domains of home care Diagnosis 3.9 2.2 0.61
and return to ED instructions, compared to the other Medication 1.9 7.0 0.15
Home care 32.4 60.5 0.002
three domains. Follow-up 13.3 27.3 0.04
Table 3 provides results for scores of understanding Return to 48.5 54.6 0.50
by diagnosis. All percentages represent the percent of ED instructions
participants with each diagnosis who scored minimal
or no understanding in a domain. Knowledge deficits
were most common for head injury and back pain. and knowledge deficits in diagnosis, medication, or
These two diagnoses demonstrated the highest fre- returning to the ED (p > 0.05).
quencies of deficits for home care and return to ED
instructions, but the overall trend for finding the great- DISCUSSION
est deficits in these domains was consistent across all
diagnoses. Notably, for head injury and ankle sprain, In this sample of patients from an academic urban
knowledge deficits were found as frequently for follow- teaching hospital, our findings confirm that many
up as for home care and return to ED instructions. patients leave the ED with considerable deficits in their
Eleven patients exhibited a dangerous misunder- understanding of ED discharge instructions. This study
standing in at least one of the five domains of patient took a critical next step by identifying with greater
comprehension. Dangerous misunderstandings were detail which areas of ED discharge instructions are
most common for medications, but also found for home associated with the most significant knowledge deficits.
care. Three patients misunderstood medication dosing Both home care and return to ED instructions were
(e.g., 600 mg of ibuprofen every 4 hours), three patients more difficult for patients to understand than informa-
had difficulty understanding the medication itself (e.g., tion about diagnosis, medications, or follow-up. Our
stated that Flomax was an antibiotic or that Motrin and study suggests that patients are not only more likely to
Tylenol were the same medication), three patients have deficits in these two areas, but also these deficits
described inappropriate wound care (e.g., keeping the are more severe.
wound moist or putting alcohol on the wound), and Our previous work found that patients have the
one patient indicated that he or she should stay in bed greatest difficulty with post-ED care instructions includ-
for 3 days due to back pain (raising concern for compli- ing medications, home care recommendations, and
cations of immobility following this injury). follow-up; however, this previous study did not distin-
Patients who reported reading their discharge guish between the individual elements of ‘‘post-ED
instructions were found to be less likely to demonstrate care’’ in the analysis.27 Our current findings add to this
knowledge deficits. Our results are summarized in body of literature by demonstrating that home care and
Table 4. Patients who did not read the instructions were follow-up instructions appear to be more challenging
more likely to demonstrate a severe knowledge deficit for patients to recall than medications. In addition, the
(no or minimal understanding) for follow-up care (13% results demonstrate an interesting and new finding,
severe deficit if read instructions vs. 27% severe deficit with profound knowledge deficits shown for return to
if not read, p = 0.04) and home care (32% severe deficit ED instructions. The frequency of knowledge deficits
vs. not-read 60% severe deficit, p = 0.002). There was for this area was somewhat higher in this current study
no relationship between reading discharge instructions because our study design compared patient recall to
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ACADEMIC EMERGENCY MEDICINE • September 2012, Vol. 19, No. 9 • www.aemj.org 1041

key teaching points, rather than simply to chart review. In addition to exploring why these knowledge deficits
This approach allowed for consistent rating of under- occur, it is appropriate and important to consider
standing across all patients for a given diagnosis, downstream implications of poor patient understanding.
despite differences in the quantity and quality of infor- Knowledge difficulties in any area are concerning, but
mation written by providers in the patient-specific dis- those in the areas of home care and return to ED
charge instructions. In our previous study, it was found instructions raise particular concerns about adherence,
that many providers included very simple return safety, and outcomes. In recent years, a patient’s transi-
instructions (‘‘return if worse’’) or no return instruc- tion from hospital to home has been recognized as a
tions at all.27 For this reason, many participants in our high-risk time for communication failures and, in turn,
previous study were rated as having complete under- adverse patient events.13,37 To date, most of the research
standing for this category, irrespective of their in this area has been done in the inpatient setting; how-
responses. In this study, we focused on only a small ever, the implications for the ED are readily apparent.
subset of common ED diagnoses and were able to iden- In one study of hospitalized patients, nearly 20% were
tify significant deficits in patients’ understanding of found to have an adverse event within 3 weeks of dis-
return to ED instructions based on well-established charge from a general internal medicine service. More
teaching points. Following an ED visit, it is critical for than half of these events were related to medications,
patient safety that discharged patients are aware of the and nearly three-quarters of them could have been pre-
reasons why they should return to the ED, because this vented or ameliorated.38 In a later study, discharge sum-
information will help them to recognize complications maries were provided to primary care providers after
and minimize adverse outcomes. Despite the recognized an inpatient visit without any subsequent change in the
importance of this area of the ED discharge instruc- frequency of incomplete follow-up care and testing.39
tions, it is clear that this information is not reaching These findings emphasize the importance of direct
our patients on a consistent and thorough basis. patient–provider communication and indicate that defi-
The first and most obvious reaction to our study find- ciencies in this process cannot be simply offset by
ings is ‘‘why’’ are these identified areas of the ED dis- enhancing information delivery to providers.
charge instructions so problematic. The answer to this Although the specific downstream effect of the deficits
question undoubtedly reflects multiple elements, includ- identified in our study are unclear, the potential implica-
ing both patient and provider factors, as well as the tions are readily apparent. Approximately 7% of our
nature of our verbal and written communication. At the study population demonstrated a dangerous misunder-
time of discharge from the ED, patients tend to be very standing (or a discordance in their recall of discharge
oriented toward their diagnoses and medications instructions) that was felt to place them at risk for a com-
because these categories of information are often plication. These difficulties were most frequent for medi-
viewed as the tangible outcomes of the visit, i.e., cations with obvious parallels to the internal medicine
answers to the questions: what is wrong? and what can study of discharged inpatients discussed above.38
I take to cure or improve my symptoms? In addition, Although adverse events following ED discharge have
providers likely place greater emphasis on these topics. only been studied on a very limited basis,40 there is good
A large study of verbal communication at discharge reason to be concerned that such episodes of misunder-
found that instructions about medications are given standing are responsible for unfavorable outcomes.41
much more often (80%) than information about reasons The majority of the other deficits identified in this
to return to the ED (34%).26 Moreover, patient-specific study were errors of omission (i.e., patient failed to
written instructions prepared by providers most often report key information in a domain despite repeated
emphasize diagnosis, medications, and follow-up questioning by the nurse interviewer). Although the clin-
recommendations. The diagnosis is typically written at ical significance of these errors is unknown, they have
the top of the discharge instructions, and patients are important implications. Failure to recall medication and
given prescriptions and phone numbers that highlight home care instructions raise concerns that patients may
key information for medications and follow-up. By con- take longer to recover because they are not following
trast, home care and return instructions are often lim- desired care recommendations. Delayed recovery may
ited to diagnosis-specific instruction documents that lead to increased resource utilization with additional vis-
may not be reviewed at discharge or may be difficult its to the ED or outpatient services. Patients’ lack of
for patients to understand due to readability and liter- awareness of follow-up and return to ED instructions are
acy levels.22–24 In this study, we found that knowledge concerning due to the potential for poor outcomes.
deficits were more frequent for patients who reported Without an understanding of these instructions, there is
that they did not read their discharge instructions. This missed opportunity to prevent or ameliorate future com-
emphasizes the importance of providing patients with plications or to recognize symptoms and changes that
written documents that are both visually appealing and require acute medical management. It is clear that com-
literacy appropriate, so that patients want to read them. munication failures play a significant role in patient reci-
In addition, it highlights the need for high-quality and dividism.28,29 Approximately 3% of all ED patients return
consistent verbal communication that complements and to the ED within 48 to 72 hours of their initial visit, and of
supports written documentation. Further work is these returns, it is estimated that 20% to 50% of these
needed to better understand the origins and contribut- events may have been prevented with enhanced commu-
ing factors for the identified trends in patients’ knowl- nication.28,29,42,43 More work is needed in this area, and
edge deficits. This insight will facilitate interventions to our group looks forward to future efforts to characterize
improve patient understanding. the downstream implications and outcomes of these
15532712, 2012, 9, Downloaded from https://onlinelibrary.wiley.com/doi/10.1111/j.1553-2712.2012.01425.x by Cochrane Philippines, Wiley Online Library on [26/09/2023]. See the Terms and Conditions (https://onlinelibrary.wiley.com/terms-and-conditions) on Wiley Online Library for rules of use; OA articles are governed by the applicable Creative Commons License
1042 Engel et al. • PATIENT UNDERSTANDING OF ED DISCHARGE INSTRUCTIONS

knowledge deficits. In the future, efforts to improve that was provided by the provider team. Since patients
information delivery in the ED must involve a compre- were enrolled at the time of phone contact following the
hensive and rigorous approach with strategies that are ED visit, we were limited in our ability to obtain this
realistic and feasible in our setting. information. However, this limitation does not under-
The provision of safe, high-quality patient care mine study findings that identify those domains for
requires effective communication, and there is evidence which patients are most often leaving the ED without the
from the inpatient setting that patients who are better information that is recognized as essential to ensure safe
prepared for transitions in their care experience outcomes upon discharge. Related research by our
improvements in morbidity and resource utilization.44–47 group is exploring the components of the verbal interac-
Unfortunately, the complexity of the ED environment tion that are most effective in enhancing patient under-
serves as a great challenge to the effective delivery of standing, as well as intervention strategies that will
discharge instructions. Innovative approaches to this improve discharge communication across different
process must be designed with input from both provid- patient literacy levels. The final limitation relates to the
ers and patients and address all important elements of difficulty of obtaining high-quality recordings during
our interactions, including both written and verbal phone interviews. Although our rates of refusal to partic-
communication. Given our current findings, providers ipate were relatively low, we had numerous recordings
should give particular attention to the consistent and that were not able to be used due to poor quality. Techni-
enhanced delivery of home care and return to ED cal modifications were made to address these issues over
instructions, as well as to the recognition and reduction the course of the study, but often this difficulty was
of dangerous misunderstandings. Previous study find- unavoidable because patients were talking on cell
ings48,49 linking satisfaction and communication indi- phones in areas with variable reception and significant
cate that efforts to improve understanding will not only background noise.
have important implications for better outcomes and
decreased resource utilization, but also will enhance the CONCLUSIONS
patient experience and raise satisfaction scores.
Research in this area must be approached with sound Patients frequently leave the ED with incomplete under-
methodology such that new interventions or strategies standing of their discharge instructions. Knowledge
can be assessed for their effect on knowledge of key deficits are most frequent in the domains of home care
teaching points and clinically meaningful outcomes fol- (i.e., self-care other than medications) and return to ED
lowing ED discharge. instructions (which symptoms or changes should cause
patients to come back to the ED). These findings may
LIMITATIONS reflect that greater emphasis is placed on other aspects
of the discharge instructions (diagnosis, medications,
Our study has several important limitations. First, it and follow-up instructions) in both written and verbal
was conducted at a single teaching hospital, limiting its communication at discharge. Moreover, patients’ failure
generalizability. Second, phone interviews were con- to read written instructions appears to contribute to the
ducted by nurses who were not blinded to the patient’s identified deficits. Knowledge deficits have significant
diagnosis and instructions, raising the possibility that implications for patients’ adherence and outcomes fol-
they would facilitate patient responses and anticipate lowing an ED visit. Future work must explore and
information that was not explicitly given. Nurse inter- define factors (environmental, patient, and provider)
viewers were extensively trained to minimize this bias, that contribute to these deficits and, in turn, identify
and there is little evidence from the interview corresponding strategies and approaches that can serve
transcripts that it occurred. In addition, it is likely that to improve discharge communication within our
this type of bias would skew scores of understanding challenging clinical setting.
higher rather than lower. A third limitation involves the
concordance coding process. In some cases this was
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