Health literacy in planning and evaluation
It’s important to consider health literacy at all stages of a project.
On this page:
Health Literacy Planning Checklist
When planning a project or service, consider the below points. You may have already considered them in your planning. Think through them now with a health literacy lens.
Is the service easily accessible?
Will there be particular groups that are not able to access this service?
Consider:
- Geography
- Disability
- Cultural safety
- Language
- Transport
- Cost
- Technology requirements
- Has there been any consumer input around accessibility?
How can you help these groups to access this service more easily?
Is the information you want to give people accessible and easy to understand?
Consider:
- Where it is available?
- What language is used?
- How do people find out about the service/project?
- Is there a hidden cost in obtaining that information? (internet access, printing, attending a service to have access to the information)
- How do people know the information is reliable?
- Have you had any consumer feedback on this information?
How easy is it for people to understand and use the service once they have decided they will access it?
Consider:
- Operating hours
- Eligibility requirements
- Ongoing commitment required from health professionals and consumers
- Ongoing costs for health professionals, the service and consumers
- Administrative requirements (forms, registrations, referrals)
- Automated reminder systems
- Have consumers been involved in evaluating the service?
How easy is it for people to navigate other parts of the health system related to your service?
Consider:
- Is it clear what someone has to do once they have seen you? (go to the pharmacy, see a GP for a referral, etc.)
- Has anyone checked if someone understands what other services may be available to help them or where they can find this information?
- Is it clear whether your service/project is ongoing or whether it will not be available after a certain time? E.g. a flu vaccination clinic may only operate during certain months.
How easy is it for people to use the information or advice you are giving them?
Consider:
- What do you want people to do with the information you give them? Ensure the action or plan is clear.
- Is this plan documented and shared with all health professionals relevant to that person’s care?
- Does it allow flexibility to work around patient goals and lifestyle?
- Do they understand who to call if they have questions or need help?
How easy is it for people to take an active role in their care?
- Are they given the opportunity to ask questions?
- Do care providers use methods like Teach-back, Ask me 3, etc. to encourage discussion and check understanding
- Do people feel understood and supported by care providers?
- What resources are offered to help people manage their care at home?
Consumer involvement
The best way to make sure we are meeting people’s health and health literacy needs, is to include consumers in the design of our project/initiative/activity.
See our partnering with consumers page for tips on how you can do this.
You may be able to think of other considerations relevant to health literacy that apply to your project.
Examples of health literacy improvements
- Setting up a recall or reminder system for patients
- Training practice nurses in health coaching
- Including information about parking and public transport routes on your website
- Providing access to information in other languages
- Using and documenting teach-back at follow up appointments
- Providing resources for patients to record information and questions during consultations
- Introducing an organisational policy around health literate consumer information
- Encouraging patients to include carers and family members in their care
- Offering all patients help to fill in forms
- Co-designing new models of care
- Training all staff in cultural competency
Basically, it is anything that makes it easier for people to:
- access a service or information
- understand the service or information
- use the service or information
- interpret the system that service works within, or
- the information they have received, in relation to their own personal context.
Health literacy evaluation
Individuals
Organisations
When do we measure individual health literacy?
We don’t recommend measuring health literacy in routine clinical settings.
Some tools, like screening questions, may be more appropriate than performance based tools or longer measures in clinical settings.
We recommend that you use Universal Precautions when communicating with people in clinical settings rather than any formal measures of health literacy. That means, not making any assumptions about what a person may or may not understand, and using best-practice health literacy strategies to communicate with everyone.
If you use these strategies, like using plain language, it helps everyone better understand their health, regardless of what health literacy level they may have. Strategies like Teach-back to check for prior knowledge or understanding of particular topics, and asking people how they like to communicate and learn, allow us to tailor information to an individual without having to “test” them with one of these measurements.
If you are working on a research project, or quality improvement, it may be appropriate to measure individual health literacy.
How do I measure individual health literacy?
Over one hundred instruments measuring health literacy in adults exist. There are general and disease specific measures of health literacy, e.g. 6-item Cancer Health Literacy Test (CHLT-6) and Literacy Assessment for Diabetes (LAD).
We may want to measure health literacy to:
- Describe a population
- Explore the association between health literacy and health outcomes
- Plan and monitor effectiveness of interventions
- Target clinical communication
- See its effect as an independent contribution to health outcomes (separate to education and literacy)
Some of the most commonly used tools to measure general health literacy across populations and settings are detailed in the table below. For more tools, see:
- Health Literacy Toolshed (Boston University – Searchable database of health literacy measurement tools)
- An Overview of Self-Administered Health Literacy Instruments. PLOS.
Organisational health literacy
Organisational health literacy is also known as the health literacy environment. There are lots of recommendations for what a health literate organisation should do. A starting point is to check how many criteria of a health literate organisation your service meets.
- Use a tool (e.g. Checklist for becoming a health literate organisation) to review your organisation.
- Create a plan of actions your organisation needs to take to meet more of the criteria.
- Monitor your progress against this action plan as a way of tracking organisational health literacy improvement.
More organisational health literacy tools
Wayfinding
Wayfinding means understanding how people navigate spaces and providing signage and layouts that support easy access and navigation.
Detailed instructions are found in the NSW Wayfinding for Healthcare Facilities guidelines.
A wayfinding audit is also available on the NSW Health Quality Audit and Reporting System (QARS), called CEC_Wayfinding_for_Hospitals_and_Health_Services
Health literate resources
You can use a tool like the Patient Education Materials Assessment Tool (PEMAT) to score resources. It assesses the understandability and actionability of print and digital patient education materials. The Patient Education Materials Assessment Tool (PEMAT) and User’s Guide is available from the Agency for Healthcare Research and Quality (ahrq.gov). You can also see how individual resources stack up against guidelines or checklists for developing patient information. There are many of these available, like the Checklist for designing consumer-friendly health information developed by the Northern NSW Health Literacy Project. Many organisations have their own guidelines or processes for developing consumer information, such as Illawarra Shoalhaven, Western Sydney and Northern NSW Local Health Districts.
Other surveys
Other commonly used surveys that ask about patients’ experience of care can give us an idea of whether health professionals are using best-practice health literacy strategies. These surveys do not measure health literacy, but they do measure aspects of care that health literacy strategies aim to improve.
Bureau of Health Information (BHI) patient survey
There are multiple patient surveys, which ask questions like:
- Did the health professionals explain things in a way you could understand?
- During your stay in hospital, how much information about your condition or treatment was given to you?
- Did the health professionals listen carefully to any views or concerns you had?
- Were you involved, as much as you wanted to be, in decisions about your care and treatment?
- Thinking about when you left hospital, were you given enough information about how to manage your care at home?
There are many more relevant questions. You can download the results of these surveys for the state, broken down by Local Health District and hospital, or use the Bureau of Health Information Data portal to search for results.
Patient Reported Measures (PRMs)
Patient Reported Experience and Outcomes Measures (PREMs and PROMs) can be used within services. There are disease specific measures and more general measures, such as Inpatient and Outpatient PREMs. These include questions like:
- Did the health professionals explain things in a way you could understand?
- I was involved as much as I wanted in making decisions about my treatment and care
- Have you been given enough information about how to manage your care at home?
Measures and more information can be found on the Resources for clinicians and patients page from the NSW Agency for Clinical Innovation.
Measuring behaviour change through process or output indicators
- Consider the health literacy barrier you are trying to address
- Measure the change in the behaviour associated with that specific barrier (either a consumer or an organisational/health professional behaviour change). E.g.:
- each patient offered smoking cessation advice has a quit smoking plan documented
- no show rates for clinic decrease after implementing actions to improve access / writing the reminder letter in plain language / implementing a reminder text message
- registration for program increases after simplifying the registration process
- Changes in self-reported use of teach-back by healthcare workers over time.
- Changes in client knowledge about their condition, before and after teach-back is used.
- Decreases in readmission rates for issues where client understanding of self-management is paramount.
- Peer observation of how individual staff use teach-back.
- Chart audit to see how many times teach-back is being documented.
- Changes in satisfaction surveys of clients or caregivers.
By showing improvements in these areas you are showing improvements in health outcomes and health behaviours that evidence tells us are supported by better health literacy.
For a review of more tools to measure organisational health literacy read “Which criteria characterize a health literate health care organization?” (BMC Health Services Research)