13.2 Patient Education, Adherence & Shared Decision-Making

Key Takeaways

  • A HEP is a few targeted, dosed exercises that are demonstrated, performed, and confirmed with teach-back—not a 20-item printout with no rehearsal.
  • Adherence work includes barriers (time, pain, kinesiophobia, access), motivational interviewing lite (OARS, elicit–provide–elicit), and hurt-versus-harm pain education.
  • BOC Standard 8 requires culturally congruent, patient-centered care aligned with values, beliefs, worldview, and practices of the patient and stakeholders.
  • Informed consent is ongoing; education is documented (who, what, materials, teach-back, precautions).
  • BOC Standard 6: recommend discontinuation when optimal benefit is reached and include a final status assessment in the discharge note.
Last updated: August 2026

Quick Answer: Education is a therapeutic intervention, not a handout. Design a short home exercise program (HEP), demonstrate, have the patient perform, and confirm with teach-back. Hunt barriers (time, pain, kinesiophobia, access, culture). Use hurt-versus-harm pain education and light motivational interviewing. Practice culturally congruent care (BOC Standard 8), obtain informed consent, document what you taught, and know when to discontinue (Standard 6). Trap: a 20-exercise printout with no demonstration.

PA8 Domain IV, task 0402, asks the AT to educate patients and appropriate stakeholders using pertinent information to optimize patient-centered care and engagement throughout the intervention. PA8’s narrative is blunt: compliance improves when the patient understands the condition, the why of restrictions, how to perform exercise, and the value of home work. Instruction is visual, verbal, and tactile; videos, models, and written diagrams support recall; all education is documented. Motor-learning theory is on the knowledge list because a lecture is not a skill.


HEP Design: Short, Specific, Rehearsed

A usable HEP is a few targeted exercises that match today’s impairments and tomorrow’s safety—not a photocopy of the clinic binder. PA8 lists homecare program components as required knowledge. Specify what, how, how much, how often, what stop feels like, and whom to call. Example: straight-leg raise, 2 × 10, morning and after practice, stop if the knee swells overnight, contact the AT if night pain increases. Add environmental safety (PA8): throw rugs, wet locker-room tile, dark stairs without a rail, a roommate’s dog that body-checks crutches.

Dosage the athlete cannot remember will not happen. Three exercises done well beat twenty abandoned after day two. Choose movements that fit equipment the person actually has (a belt for an isometric, a backpack for a squat). Progress the HEP as criteria are met; retire drills that no longer address a deficit so the list does not grow forever. Include the uninvolved side and trunk when the POC needs them, but do not hide the priority exercise on page 4.

Stakeholders need a role-appropriate version: coaches get restrictions and red flags, not a 40-minute pathoanatomy talk; parents of minors get the home dose and when to call. HIPAA and FERPA still apply. Shared decision-making means the athlete’s goals (play the rivalry game, kneel for prayer, return to a trade) shape which impairments you attack first.


Teach-Back Beats a Nod

Teach-back is the minimum competence check: after instruction, the patient explains and demonstrates in their own words. You watch form, load, tempo, and breathing. If it is wrong, you re-teach and they show you again. A smile in the doorway is not teach-back. Motor learning needs practice with feedback, not a monologue.

Sequence that survives an exam vignette: (1) tell the purpose in one sentence, (2) demonstrate, (3) patient performs, (4) cue, (5) teach-back, (6) leave written or video support, (7) document. PA8 allows pamphlets, posters, models, and video after verbal and visual instruction—not instead of them.

Exam trap: handing a printout of 20 exercises with no demonstration. That packet fails 0402 on instruction quality, volume, safety, and documentation of competence. It also fails the patient. A QR code to a 12-minute playlist is still a fail if nobody watched the athlete move.


Barriers, Adherence, and Motivational Interviewing Lite

Adherence is a clinical outcome, not a character grade. Common barriers:

  • Time and competing demands (class, two sports, a job, caregiving)
  • Pain during or after exercise, including delayed swelling
  • Kinesiophobia (fear that movement equals damage)
  • Access (no band, no private space, no ride, no gym membership)
  • Health literacy, language, sleep, depression, and coach or parent messages that conflict with the POC

Do not label a missed HEP as laziness until you have asked. Motivational interviewing (MI) lite fits a 12-minute AT visit:

  • Open questions: What got in the way this week?
  • Affirmations: You still did the two days with exams—that counts.
  • Reflective listening: You are worried this squat will rip the graft.
  • Summaries that hand the plan back to the patient

Elicit–provide–elicit: ask what they already believe, offer a small piece of information, ask what it means for them. Ambivalence is normal. Rolling with resistance beats arguing a teenager into a side plank. If the barrier is a 6 a.m. bus, the intervention is a two-exercise hotel-room version, not a lecture on grit. If the barrier is no quiet space for a religiously observant athlete to expose a thigh, change the exercise or the setting (Standard 8), do not scold.


Hurt Versus Harm

Acute nociception after a torn ligament is a useful alarm. Later, pain with therapeutic load is not automatically new tissue damage. PA8 lists theories of pain, the biopsychosocial model, and descending inhibition as knowledge for a reason. Teach a traffic-light rule the patient can use without you:

  • Green: muscle-work discomfort or stretch sensation that settles within about a day, no new effusion
  • Yellow: higher pain that settles when you regress load or volume
  • Red: sharp or worsening pain, night pain that is new, numbness/weakness, locking, or swelling that is clearly worse—stop and report

No pain, no gain produces flares and distrust. Never feel anything feeds kinesiophobia and underloading. Graded exposure—small, successful doses—rebuilds confidence. Tools such as the Tampa Scale for Kinesiophobia are optional context, not a BOC-required score you must quote. The clinical move is the conversation plus a load the person will actually do.


Culturally Congruent Practice, Consent, Documentation, Discontinuation

BOC Standard 8: the AT practices patient-centered care aligned with the cultural values, beliefs, worldview, and practices of the patient and other stakeholders. Language access, family decision-making (an elder in the room), religious dress and fasting, gender concordance for exposure, and distrust of healthcare systems are clinical variables. A HEP that requires uncovered thighs in a public weight room, or a lecture that ignores the parent who is the real decision-maker, is not congruent care. Use a qualified interpreter when language is a barrier; the starting pitcher is not your interpreter.

Informed consent for interventions is ongoing: nature of the procedure, benefits, material risks, alternatives (including no treatment), and a chance to ask questions. A signature on a preseason packet does not cover a new aggressive eccentric program or a dry-needling add-on. Minors: follow state law and institutional policy for parent/guardian consent and athlete assent. Document the discussion.

Document education (PA8; Standard 7, Organization and Administration): who was taught, what was taught, materials given, teach-back result, and precautions. If it is not in the record, it is hard to defend and easy to forget at the next coverage.

BOC Standard 6 (Program Discontinuation): the AT may recommend discontinuation when the patient has received optimal benefit. A final assessment of status is included in the discharge note. Discontinue or refer also when the problem is outside scope, the patient withdraws consent, continued care is harmful, or a physician directs a different path. Optimal benefit is not always 100% of preinjury sport—some injuries plateau at a new baseline. Discontinuation is not ghosting the athlete when the season gets busy, and it is not punishing nonadherence without a documented attempt to fix barriers.

When you transfer or discharge, close the loop with the physician (Standard 1) and the patient. Task 0402 runs from day 1 through that last note.

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Education, teach-back, and discontinuation loop
Test Your Knowledge

After a 4-minute visit, an AT hands a 20-exercise HEP printout to a patient who never performed a repetition in the clinic. What is the primary problem with this education method?

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Test Your Knowledge

An athlete has plateaued for 6 weeks despite appropriate loading and physician-collaborative adjustments, has received the maximal expected benefit for this injury, and the physician agrees the episode of care should close. Per BOC Standard 6, what is required?

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Test Your Knowledge

A soccer player avoids a loaded squat 4 weeks after a healed grade I MCL sprain, saying if it hurts even a little the ligament is tearing again. Examination is stable, effusion is absent, and the physician has cleared progressive loading. What is the best education and counseling approach?

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