Empower your patients. Equip your team. Elevate your practice.

A plug-and-play toolkit to help your healthcare team design, deliver, and track education that builds trust, improves compliance, and boosts patient retention.

Overview

Your patients don’t just want care, they want clarity.

And clarity begins with education that’s structured, consistent, and easy to understand.

The Patient Education Planner by Medi-Consult Solutions gives you everything you need to organize, standardize, and improve patient education across your clinic.

Whether you’re building from scratch or improving an existing program, this toolkit helps you turn every touchpoint (i.e., brochures, follow-up scripts, waiting room materials, or digital posts) into opportunities for connection and retention.

You’ll Learn How To:

• Identify the most effective topics that match your patient’s real questions.
• Choose the right education channels (e.g., print, email, digital, or video).
• Train your team to communicate consistently across all platforms.
• Track engagement and measure the ROI of your education efforts.
• Refine your process every quarter for continuous improvement.

What’s Inside:

6 Comprehensive Sections, including:

• Getting Started: Why patient education matters and how it ties into your internal marketing.
• Content Planning Tools: Topic brainstorm worksheets, education channel selector, and 90-day content calendar.
• Team Training & Implementation: Staff talking points, distribution checklists, and feedback forms.
• Evaluation Tools: Metrics trackers, surveys, and quarterly review templates.
• Bonus Templates: Educational flyer handout, newsletter, and social post examples.
• Recommended Digital Tools: HIPAA-compliant platforms and creative tools for healthcare teams.

Perfect For:

Practice Managers · Clinical Teams · Marketing & Administrative Staff

Why It Works:

Instead of guessing what to teach and how to deliver it, this toolkit helps you start from your patients’ real-world questions and your team’s daily workflow.

By putting your patients’ needs first, you create clarity that improves care outcomes and strengthens every patient relationship.

Pair It With:

Internal Marketing Playbook - to align education efforts with your brand message.

Internal Communication Scripts - to ensure staff deliver patient education consistently and confidently.

Ready to transform how your practice educates and engages patients?

Get the Patient Education Planner - and start building a system that strengthens patient trust and retention.