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Is your recovery sheet ready for the 2027 patient question?

A short guide to the new outpatient measure, a self-audit built on PEMAT, a recovery sheet before and after in English and Spanish, and a teach-back card. All of it is on this page.

Last reviewed 2026-10-09

A review aid, not clinical guidance or a prediction of survey results.

The question patients will be asked

From 2027, Hospital OQR asks patients after an outpatient procedure or surgery about the recovery information they got. The measure is called Information Transfer. It asks whether they knew what to do at home, which signs to watch for and whom to call. Your recovery sheets are the written part of that answer. Check them before patients take them home.

One recovery sheet answers three questions: what to do at home, which signs to watch for, and whom to call.What to doat homeSigns towatch forWhom to call

A recovery sheet, before and after

Part of a synthetic recovery sheet. The numbers in the notes match the changes. Brackets mark what your clinicians fill in.

Synthetic example: Recovery sheet after an outpatient procedure. Not a member or patient document.

Before

Post-procedure, the patient should maintain the dressing in a clean and dry condition and refrain from submerging the incision site. Analgesics may be administered as directed for discomfort. Notify the provider in the event of fever, increasing erythema, purulent drainage or uncontrolled pain. Resume normal activities as tolerated unless otherwise instructed.

After

Caring for your wound

Keep the bandage clean and dry for [number] days. Do not take a bath or swim until [date or event].

Pain

Take [medicine name] [dose] every [number] hours if you need it for pain.

Call us at [phone] if you have:

• a fever over [temperature]

• redness that spreads, or pus from the wound

• pain your medicine does not help

Activity: You can [activity] on [day]. Wait until [day] to [activity].

Words per sentence, before and after

Before

51 words in 4 sentences · longest 20 words

After

74 words in 11 sentences · longest 13 words

Each bar is one sentence or line of the synthetic example above, drawn to the same scale. The plain version says the same thing in shorter pieces, each with one job.

What changed and why

  1. The text talks to the patient as "you", not "the patient".
  2. Each action is its own short step, with a number or a date.
  3. Medical words like "erythema" and "purulent" become words patients use.
  4. Warning signs are a list, with one phone number to call.
  5. "As tolerated" becomes named activities and days, set by your clinicians.

The same sheet in Spanish

Spanish is measured with Spanish readability measures, not English ones. A qualified reviewer checks the variant your patients read before you use it.

Synthetic example: Hoja de recuperación (español). Not a member or patient document.

Before

Posterior al procedimiento, el paciente deberá mantener el apósito en condiciones limpias y secas y abstenerse de sumergir el sitio de la incisión. Notifique al proveedor en caso de fiebre, eritema creciente o drenaje purulento.

After

Mantenga la venda limpia y seca por [número] días. No se bañe en tina ni nade hasta [fecha].

Llámenos al [teléfono] si tiene:

• fiebre de más de [temperatura]

• enrojecimiento que se extiende, o pus en la herida

What changed and why

  1. Uses usted, the same choice as in every other document.
  2. Short steps and everyday words, measured with Spanish readability measures.
  3. Placeholders and the phone number stay exactly as they are in English.

Teach-back prompt card

Ask before the patient leaves. If the answer is unclear, explain it another way and ask again. The goal is to check how well you explained it, not to test the patient.

  • Tell me in your own words how you will care for your wound at home.
  • Which signs would make you call us? What number will you call?
  • When can you go back to [activity]?
  • How and when will you take [medicine name]?
  • When is your follow-up visit?

Where the recovery sheet sits on the patient path

A recovery sheet is one of many papers. Each stage below lists the papers a patient gets, what we do with them and the measure they feed.

  1. Stage 1: Find & Schedule

    Touchpoints
    Appointment letters, Prep texts, Portal messages
    What we do
    SMS and email versions with channel checks
    Measure it feeds
    No-show rate (your data)
  2. Stage 2: Register & Consent

  3. Stage 3: Diagnose & Explain

    Touchpoints
    Condition handouts, Test-result letters
    What we do
    Create handouts from your trusted sources, with citations
    Measure it feeds
    HCAHPS communication items
  4. Stage 4: Treat & Prepare

    Touchpoints
    Pre-procedure instructions, Medication guides
    What we do
    Clinical integrity check: dose, route, step order, "do not" rules
    Measure it feeds
    Day-of-procedure cancellations (your data)
  5. Stage 5: Discharge

    Touchpoints
    Discharge instructions, Medication lists
    What we do
    Teach-back handouts; Teach-Back simulator for staff
    Measure it feeds
    Information Transfer PRO-PM; HCAHPS Information About Symptoms
  6. Stage 6: Recover & Follow-up

    Touchpoints
    Warning-sign sheets, Follow-up texts
    What we do
    Journeys with persona variants across text, call guide and letter
    Measure it feeds
    Follow-up visit completion, 30-day readmissions
  7. Stage 7: Prevent & Sustain

    Touchpoints
    Screening reminders, Chronic-care plans
    What we do
    Action plans and checklists at target grade
    Measure it feeds
    Preventive-care measures, portal engagement

Measures these touchpoints feed. Clear papers are one part of each measure. A study against your own starting point shows how much they add.

Recovery-sheet inventory

List your highest-volume procedure sheets, then run the self-audit below on each one. Start with the sheets most patients get. The first row is an example.

Recovery-sheet inventory: one row per sheet
Procedure sheetPatients a yearLanguagesSelf-audit gapsOwnerNext review
Outpatient procedure recovery (example)[number]English, Spanish3Patient education[date]

Type in the table, then download it for Excel or Google Sheets. Your entries stay in this tab: nothing is sent or saved, so download before you leave the page.

Recovery-sheet self-audit

Answer yes or no for one sheet. Every "no" is a gap to review with your clinicians.

Complete this checklist: about 10 minutes

0 of 14 checked

Can the patient act on it? (PEMAT actionability)

  1. Source: AHRQ, The Patient Education Materials Assessment Tool (PEMAT)

  2. Source: AHRQ, The Patient Education Materials Assessment Tool (PEMAT)

  3. Source: AHRQ, The Patient Education Materials Assessment Tool (PEMAT)

  4. Source: AHRQ, The Patient Education Materials Assessment Tool (PEMAT)

  5. Source: AHRQ, The Patient Education Materials Assessment Tool (PEMAT)

Does it answer the Information Transfer questions?

  1. Source: CMS, Hospital Outpatient Quality Reporting Program (Information Transfer PRO-PM)

  2. Source: CMS, Hospital Outpatient Quality Reporting Program (Information Transfer PRO-PM)

  3. Source: CMS, Hospital Outpatient Quality Reporting Program (Information Transfer PRO-PM)

Is it ready for every patient?

  1. Source: AHRQ, Health Literacy Universal Precautions Toolkit, Tool 5: Use the Teach-Back Method

Your answers stay in this tab: nothing is sent or saved. Download or print before you leave the page.

Sources

After the kit

Compose an email

Send a blank template, not a copy with a patient's or member's details.

Email me this resource

This resource is already open on this page. This sends you a link to it.

Questions? Email us

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Questions

Will this change our survey results?

We can't promise that. Clear recovery sheets are one part of what patients are asked about. Your team measures what changes.

Who sets the clinical details?

Your clinicians. The brackets in the example are blanks for them to fill in. Every medical step stays with your own team.