Verbalizes understanding: What exactly does it mean?

Supreme Court Justice Potter Stewart famously said he could not define hard-core pornography, but “I know it when I see it.”

We in health care seem to have the same reaction to the phrase, verbalizes understanding when it comes to patient education.  Patient medical records, including electronic medical records now include free text notes or check boxes indicating the patient verbalized understanding without actually defining this phrase.

In a world where ambiguous and undefined terms are avoided, verbalizes understanding pops up as boilerplate language, and no one questions what it actually means. Without a definition, we cannot be sure of accurate documentation, nor can we use that part of the medical record to improve patient education.  In nursing, allied health, and medical literature verbalizes (or verbalize or voices) understanding appears as though all health care practitioners march along in lock-step, everyone in agreement on what it means.  That is not the case.

The Joint Commission, with standards that often determine the language of the policies of health care facilities, does not have a formal definition for verbalizes understanding.

In a recent informal conversation with nurse and health sciences librarian colleagues, I found a variety of points of view.  Some claimed there is no difference between the terms verbal and oral.  Some stated that verbalizes is the equivalent of voices. Some were unaware that verbalize means using words, not solely the spoken word.  Some said that the idea of teach-back to assess learning is part of their own working definitions of verbalizes understanding.

Go to your favorite medical or nursing dictionary and you will find verbalizes understanding is defined as … well, it isn’t there.

A search of MeSH terms on the National Library of Medicine site suggests you try using the term comprehension.

So what’s the big deal?

The big deal is this: health care records need to use words and terms with clear and agreed-upon definitions. When health care records use defined and understood terms, data gleaned from them are useful and reliable.  Hospitals and providers interested in patient education can use the reliable data to discover what they are doing well and what they need to improve.

Health care researchers and quality assurance teams often use retrospective medical record reviews to analyze some aspect of care.  A patient education retrospective record review can answer the questions, “How well are we doing patient education?”  “What did the patient learn?” but only if the records contain reliable data.

“Patient (or family or caregiver) verbalizes understanding” could mean:

  • The patient spoke, saying, “I understand.”
  • The patient nodded his head, wrote, signed, or placed his signature on a piece of paper indicating he understands.
  • The patient, with or without using words, performed a procedure such as drawing up a correct dose of insulin.
  • The patient, using words—spoken, written or signed–described how he would perform a procedure such as drawing up a correct dose of insulin.
  • The patient, with or without using words, performed a procedure (such as drawing up a correct dose of insulin) and did so correctly and reliably.
  • The patient, using words—spoken, written, or signed–described how he would perform a procedure (such as drawing up a correct dose of insulin) and did so correctly and reliably.

With such a range of possibilities, how do we know what accurately describes the situation?

A medical record employing the ambiguous phrase patient verbalizes understanding, with no definition, is not a reliable rendering of the patient education experience.  It cannot be used to improve patient education care or systems.  It may create a barrier of assumptions for colleagues following the patient’s transition from hospital to home.  Further, inadvertently inaccurate documentation may place the practitioner in an uncertain ethical and legal situation.

The thin edge of a wedge?

Verbalizes understanding is entrenched in health care documentation.  Arriving at a common definition makes more sense than arriving at a new phrase.

A definition should answer the questions:

  • What does verbalize mean in this context?
  • What is the difference between verbalizes and voices?
  • What does understanding mean in this context?
  • Is this phrase adequate to document an assessment of learning?

Is defining this key phrase the thin edge of a wedge to a larger responsibility?  Is this just the start of defining other patient education terminology? Should patient education specialists be developing their own taxonomy?

The world of patient education has changed rapidly in the past two decades while it’s infrastructure of common terms and definitions scrambles to keep up.  Clear and accurate documentation is required to improve how patient education occurs. A definition for the commonly used but ambiguous phrase, verbalizes understanding is needed. A patient education taxonomy could also provide us with the structure and common language needed to study and promote this essential component of ethical, high quality patient care.

Susan C. Shelly has worked in both academic and hospital libraries, with an emphasis on patient education and health literacy.

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  • http://twitter.com/PortiaChalifoux portia chalifoux

    This is critical across all healthcare disciplines. You describe this very well. This is greatly appreciated!

    An approach I’ve found helpful is to avoid using the subjective terms good, fair, poor, etc. and describe the patient’s actions/behavior/statements/responses. That includes quoting what the patient said in response to teaching/treatment, describing what the patient did, such as performing a discrete form of self care – wound care, dressing change, medication injection, etc., and describing the patient’s observed care/management deficits, e.g. contaminating a dressing, counting the wrong number of pills, misidentifying medication/the purpose of a medication, etc.
    Generally, if there isn’t a working operational definition for a term, I don’t use it in the medical record or in communications with patients and other care providers.

  • http://www.facebook.com/people/Steven-Reznick/100000549195050 Steven Reznick

    Why don’t we just create another affiliated health care specialty called ” Patient Education Leader.” We can take funds away from in patient care , increase the nurse to patient ratio per shift by 1 to 2, give the new specialty leader a white coat with a name tag and a clip board and laptop and proclaim progress in improving health care. We could demand that every practitioner have a ” certified Patient Education Leader” in their office and further increase the overhead of primary care offices. The really efficient primary care office would have a ” Patient Education Leader” who could sign for the hearing impaired and speak seven foreign languages so that they meet the requirements to translate and be fluent in several languages. They would be part of the ” Patient Centered Medical Home” and there could be a payment differential for being able to demonstrate you have one. Yes, I am being cynical and facetious.
    We have too much meaningless documentation now which takes away from care time and face to face communication between provider and patient, provider and provider and providers. We still have nurses giving informed consent and obtaining permission for procedures that by law and statute is the responsiblity of the physician performing the procedure. We still have patient and family conferences where after it is over their are several interpretations of what has just been discussed despite a relaxed and open ended approach to the subject matter. The last thing we need in medicine is another foreign language which needs to be learned and takes resources away from day to day hands on care !

    • LeoHolmMD

      Thank you. If I had some time with the patient, they might actually understand…really. Until then, I will continue to look for the “verbalizes understanding” button in my EMR.

  • Fran London

    With the evidence-based use of teach back and return demonstration to evaluate the learner’s understanding, it is not appropriate to document with the vague phrase “verbalizes understanding.” Because we all know, if the answer to “Do you understand?” is “Yes” there is still no evidence of actual understanding. As portia chalifoux pointed out, it is much better to document your actual observations.

  • Susan Shelly

    Dr.
    Reznick’s comments, although he says they are cynical and facetious, reveal a
    lot about the legitimate frustrations felt by providers struggling to balance
    high quality patient care with available resources. Physicians are highly
    motivated problem-solvers and when systems get in the way, it is crazy-making. However, my discussion was not to propose
    taking funds away from direct patient care or add another layer of caregiver.

    My
    opinion piece proposes one thing and then asks a “what to do further” question.

    1.
    Define
    a phrase frequently found in the patient record, but for which there is no
    agreed-upon meaning. In establishing a
    definition, the record (1) is reliable, (2) supports patient safety in
    hand-offs and other transitions and (3) can be used retrospectively to evaluate
    care.

    2.
    Question
    if now is the time for patient education researchers and those designing
    patient education systems to formally define their terms so that in the context
    of patient education we communicate effectively. Not a new
    language. The same language.

    The
    scenario with a “Patient Education Leader” sounds like a special kind of
    hell—for patients. An organization
    seeking to exploit its resources integrates patient education into every
    activity that involves communication with patients and families. Glomming patient education onto existing
    systems like some sort of appendage just won’t work, as Dr. Reznick so clearly
    describes.

    A
    literature search—ask your hospital librarian—will locate information showing
    that effective patient education affects patient safety, patient satisfaction,
    and readmission rates. Hence the value
    of useful data in the record.

    One
    way to address the problem of different interpretations of information during
    patient and family conferences is to use patient education and health literacy
    principles. Fair or not, the onus is on
    the health care system to communicate effectively with patients and families. Since
    that is not the topic of this particular opinion piece, I will not overload this
    reply with details.

    Fran
    London, who has commented here, is a patient education expert. I came to know
    of her work during my twenty-some years as a Med-Surg RN and she has also enriched
    my ability to contribute as a health sciences / consumer health librarian. Anyone interested in learning more about this
    topic would be wise to consult her writings.

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