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Patient Engagement Toolkit

Getting Started with the Patient Engagement Toolkit

Would you like to learn more about Patient Engagement? Read about this core tenet of the PACT model on the Patient Engagement overview.

Checkmark in a square View practices, resources, real examples, and quotes from staff and patients. Review all of the content, isolate specific portions or filter by topic. Choose items to keep in the Toolbox. Then extract it in email, print or clipboard.

Exclamation mark in an inverted triangle PLEASE NOTE:
Toolbox content is not saved. Closing this page clears Toolbox content and selections permanently. Collect and manage Toolbox content before closing this page.

Circumscribed letter i symbolizing infomration A description for each filter topic can be reviewed by clicking the "i" icons to the right of each filter. When finished, click the icon or the text bubble again to hide it.

Life ringTo view detailed instructions on using the various functions of this Toolkit, click the Toolkit Help button at the top of the Toolkit. For further help, you may contact us by email.

Toolkit Instructions

Basics

Toolkit Item Counter
This counter is placed after the filter box and before the Toolkit content. Total Items refers to every item at every level of the nested content. By default, the counter will display only the total number. When filters are applied, an additional counter is displayed to the right of the total. This additional counter will display the total number of filter matches. This filter match counter will be highlighted with yellow.
Comparison of content counter display
Master Content Toggle
Below the filter section, there is a Toolkit item counter and a button. That button is the Master Content Toggle. Clicking this will open or close all items in the toolkit. Since the Toolkit is so large, clicking this may result in a short delay while all the items are opened or closed. The master content toggle has no effect Toolbox content.
The Master Content Toggle will be available at all times except when a filter is applied. Clicking the "Reset Filters" button, returns the Master Content Toggle.
By default, when the page loads, all Toolkit content will be in the opened state. You may click the Master Content Toggle to close everything and conserve screen space.
TIP: If you find yourself overwhelmed or lost with content selections, you can always toggle the Master Content Toggle to "reset" the Toolkit content display
Content Item Toggles
To the left of each content item in the Toolkit is a pill-shaped button with an icon and a number. Click these to open or close the content the related content under that item.
The number on each toggle indicates the number of related items nested below the item in view.
The toggles may display different background colors. White (or clear) indicates the sub-items are not displayed (i.e. closed). Blue indicates the sub-items are displayed (i.e. opened). If the item is yellow, that means that item is a match to filtering options. Items that have no nested items will display an empty toggle with a light-gray border. Filtered items with no nested items will display an empty yellow toggle.
Content Item Toggles have no effect on Toolbox content.
TIP: By manually toggling a content item, that toggled state (opened or closed) will remain in the state you set unless you apply filters or use the "Show All/Hide All" toggle. So, if you have a small section opened but you want to conserve screen space, you may toggle closed the highest parent item to hide close that item. This will leave each sub-item's opened/closed state as you set it, so you can simply open the parent item again to once again display the items you left opened.
Diagram of content toggle parts
Close Toolkit Help

Using Filters

To isolate the content to specific topics, click the Filters bar to reveal filtering options. Select each topic you wish to include. Then click the "Apply Filters" button at the bottom of the filters box. It may take a few seconds, but matched content will be shown below the item counter. The counter will now show the total items in the toolkit as well as the total matched items beside it.

Example of filter match toggle Items that have matches will display a yellow toggle button to the left of the content.

To show all the content in the toolkit after filtering, click the "Reset Filters" button at the bottom of filters box. Resetting the filters will toggle all content to the opened state and display the Master Content Toggle.

Remember that selecting more than one filter item will cause the toolkit filters to look for items that have ALL of the selected topics. So, using multiple filters may result in no matches. If you are getting no matches, reduce the selected filter items and try again.

Close Toolkit Help

Anchor links are hyperlinks that target a specific point or content on a web page. The PE Toolkit enables the use of anchor links to target specific content items. After each Toolkit content item, there is an icon that looks like two chain links. Hovering over the icon will display the tool tip which provides that item's anchor. It will look similar to this: #1-3-2-1-1.

If you click the icon, the page will automatically scroll so that item is at the top of the browser window (as clicking any normal anchor link should do). This also changes the URL in the address bar to include the anchor at the end. The address should look like this:
https://www.visn4.va.gov/VISN4/CEPACT/PE_Practices/PE_tools.asp#1-3-2-1-1
Note the hash/pound sign and item number at the end.

You can now copy that URL and share it or bookmark it. When the PE Toolkit is loaded using an anchor link in this way, the PE Toolkit will open all items preceding the targeted item and display the target's button in yellow with a star. The page will also scroll to where the targeted item is in view.

Using the Toolbox

The Toolbox at the bottom of the page is a way to collect or "shop" toolkit content. You can add examples individually or select an entire section with one click. The selected content is placed in the toolbox so you can continue browsing the main content and manage your Toolbox content when you are finished.

Toolbox Diagram

When you find items you would like to implement at your facility, you may select the "KEEP" checkbox to add it to the toolbox at the bottom of the page. You may then choose to copy your toolbox content, email it or print it.

Each content item in the Toolbox has an "X" button on the right edge of the Toolbox content area. You may choose to remove items from the Toolbox by clicking that "X" button. This action removes the item from the toolbox, but it also unchecks/deselects the item in the Toolkit content.

When you are satisfied with your selections in the Toolbox, you can choose from several options to manage the Toolbox content:

Clear Toolbox
Clicking this button will empty the Toolbox as well as uncheck/deselect all items in the Toolkit content. There is no way to retrieve the Toolbox content or list of selections after clicking this button. Use it carefully.
Print
This button will convert only the Toolbox content into a format that is ready to print and trigger your device's printing functions. From that point, you may print to any format your device allows.
NOTE: If you do not have a default printer set-up on your computer, the print button may not respond. If you do not see your computer's print controls window appear, you may need to visit your computer's printer settings and choose a default printer. If you are not able to connect to a printer, you can choose an option that allows you to print to a PDF or another application such as OneNote.
Email
This button will convert only the Toolbox content into a plain-text version (removing all the "X" buttons as well), open your device's default email application and insert the plain-text Toolbox content into a new draft email. The subject line will be pre-populated, and you will want to replace the default address with the address(es) of the intended recipient(s). Please note that any hyperlinks that may be present in the content will be displayed as they are in the content with the addition of the full URL in parentheses directly after that text.
NOTE: Internet Explorer (IE) and Edge browsers may not allow a large amount of Toolbox content to be converted into an email. If using either IE or Edge, and the email simply doesn't open, there is likely too much content than is permitted. It is understood that the current maximum character amount allowed is 1800 characters. For reference, the entire Feedback section contains around 14,500 characters. For collecting and sending large amounts of content while using a Windows computer, it is recommended to use the Get Text option and copy/paste the Toolbox contents into an email that you open separately.
Get Text
This button will convert only the Toolbox content into a plain-text version (removing all the "X" buttons as well) and open a modal overlay (not a pop-up). The plain-text Toolbox content will be displayed in the content area of the overlay and it will be pre-selected. This means, you can simply press CTRL + C on your keyboard (or use any comparable "Copy" function). Then you may paste into any other document you would like. As with the Email button, any hyperlinks that may be present in the content will be displayed as they are in the content with the addition of the full URL in parentheses directly after that text.
Close Toolkit Help

Pro Tips

Use your keyboard's "Home" button to quickly get back to the top of the page.

Use your keyboard's "End" button to quickly get back to the bottom of the page or the Toolbox.

You can pre-filter the Toolkit content by using URL-encoded variables. To do so, you need to know the filters you want to apply. URL-encoded variables are added to the very end of the URL. Steps to do this are below.

  1. Determine the filter(s) you want to use.
  2. Convert the name of the filter into a hyphenated lower-case string. If it is one word, no hyphens are necessary (e.g. Phone = phone). But if the filter is "HPDP Coordinator" you would convert this to "hpdp-coordinator". If you want to use multiple filters, create one comma-separated string with all the filters. Do not use spaces. So, using HPDP Coordinator and Phone and Pre-visit, your filter string would be:
    hpdp-coordinator,phone,pre-visit
  3. Get the URL of the Toolkit page (https://www.visn4.va.gov/VISN4/CEPACT/PE_Practices/PE_tools.asp) and add a question mark to the end.
  4. After the question mark, add "filter=" and then paste the filter string after the equal symbol. So your URL would now be:
    https://www.visn4.va.gov/VISN4/CEPACT/PE_Practices/PE_tools.asp?filter=hpdp-coordinator,phone,pre-visit
Close Toolkit Help

Filter By Topic

Job Role

Managing Health Care System

Level of Effort

Clinical Activity

Type of Patient Involvement

Mode of Interaction

Patient-centered Care Solutions

 

Total Items: 569

Practices

Visit

Post-Visit

Between visits

Administrative Resources

Environment

Training

Communication

Feedback

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