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Patient Engagement

How to Involve Patients in Healthcare Decision-Making

Use shared decision-making to invite patient participation, compare options, understand what matters to the patient, and agree on follow-up together.

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Ambula Team

7 min read ·

A clinician and patient review care options together during a consultation.

Providers can involve patients by making clear when a choice exists, explaining reasonable options in understandable language, asking what matters most to the patient, and agreeing on next steps together. This collaborative process is often called shared decision-making. It combines the best available clinical evidence and the clinician’s expertise with the patient’s preferences, goals, and circumstances.

What shared decision-making means

Shared decision-making is especially useful when more than one reasonable option exists and the trade-offs may matter differently to different people. Options can include different tests or treatments, watchful waiting, or—in some situations—no immediate action. It does not mean that a clinician transfers all responsibility to the patient or that every preference can override clinical safety. The goal is an informed, respectful decision suited to the individual situation.

The AHRQ SHARE approach: five practical steps

  1. Seek the patient’s participation. Say that a decision is being considered and ask how involved the patient would like to be. Example: “There are a few reasonable approaches. Would you like us to compare them and decide together?”
  2. Help compare options. Describe the benefits, risks, uncertainties, burdens, and likely next steps for each clinically appropriate option. Include the option of waiting or taking no action when appropriate. Use a decision aid when a suitable, evidence-based one is available.
  3. Assess values and preferences. Ask what outcomes matter most, what concerns the patient has, and what practical factors—such as work, caregiving, transportation, cost, language, or accessibility—could affect the plan.
  4. Reach a decision together. Check understanding, answer questions, and make a recommendation when helpful. Agree on the choice, or identify what information or time is needed before deciding.
  5. Evaluate and follow up. Document the discussion and plan, explain who will do what next, and set a time or trigger to revisit the decision if the patient’s situation or preferences change.

Communication techniques that support participation

  • Use plain language and explain medical terms; offer a qualified interpreter when needed rather than relying on a child or an unqualified companion.
  • Present options in a balanced way. Avoid framing that pressures the patient toward the clinician’s preferred choice.
  • Use teach-back as a check on how clearly information was explained: invite the patient to describe the plan in their own words, then clarify gaps without blame.
  • Offer time to reflect or involve a support person if the patient wants one and privacy allows.
  • Ask what format would help: verbal explanation, written summary, visual aid, accessible digital content, or another communication accommodation.
  • Respect a patient’s choice not to make a decision immediately or not to take an active role, while ensuring they understand how to ask questions later.

Example: discussing two treatment options

A clinician might explain: “Both options are reasonable for your situation. Option A may involve [relevant benefit] and [relevant risk or burden]. Option B may involve [different benefit] and [different risk or burden]. We can also discuss waiting or another approach if that is clinically appropriate. What matters most to you as we compare them?” The clinician should fill in this conversation with accurate, patient-specific information—not generic or invented percentages.

Support shared decisions across the care team

Practices can make participation easier by identifying decisions where options should be discussed, training staff in clear risk communication, making reliable patient decision aids available, and ensuring that follow-up responsibilities are explicit. Team members can help patients prepare questions and understand logistics, while clinical recommendations and decisions remain within each professional’s role and applicable policy.

How to evaluate whether the process is working

Evaluate the decision process, not only whether patients accept a recommended option. With appropriate consent and privacy safeguards, a practice can ask whether patients knew options existed, understood the main benefits and harms, felt their preferences were considered, and knew what would happen next. Review feedback for communication or access gaps, and improve the workflow without treating a single measure as proof of clinical quality or outcome.

Common barriers and practical responses

  • Limited visit time: identify decisions in advance, share concise materials before the visit when feasible, and arrange a follow-up conversation for complex choices.
  • Low health literacy or language barriers: use plain language, accessible formats, and qualified interpretation.
  • Uncertainty about options: be transparent about what is known, what is uncertain, and when specialist input or more evidence may help.
  • Different views within a family: center the patient’s preferences and decision-making rights, involve others only as the patient wishes and applicable rules permit.
  • Technology or portal barriers: provide non-digital ways to review information and ask questions; a portal should support—not replace—conversation.

Key takeaway

Meaningful patient involvement is a repeatable conversation: invite participation, compare reasonable options, understand what matters to the patient, decide together when ready, and revisit the plan. Shared decision-making supports informed choice; it should not be presented as a guarantee of adherence, satisfaction, or better clinical outcomes.

Sources and further guidance

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Written by

Ambula Team

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