Abstract
Health literacy promotion techniques are important for the school nurse’s tool kit. Forty-three percent of the adult population have difficulty understanding basic health information, yet written materials sent home from schools are often at a level well above the average reader. Learning and applying techniques to improve the appearance and comprehension of your written materials will help to get the school nurse’s message home. This article is the second and final in a series of articles focusing on health literacy. The first article, focusing on verbal communication, was published in the September 2013 issue of NASN School Nurse.

Effective communication with parents is vital for improving health outcomes and maximizing learning for students. Part of the common core of school nurse responsibilities is sending home “progress notes” outlining the results of a visit to the health office during the day. Other written communication may include proper treatment of lice, notification of a whooping cough outbreak, an announcement of an upcoming parent CPR class, or a request for health history form completion. School nurses are frequently frustrated because such forms are not completed or necessary treatment is not executed correctly. Since research estimates that more than one-third of Americans struggle with the necessary skills to understand basic health information, what may be perceived by the school nurse as non-compliance may actually be not understanding (Weiss, 2007). Understanding the basic principles of health literacy and applying both verbal (part 1) and written communication techniques, as described in this article, will undoubtedly lead to an increase in “compliance.”
The Need for Readable Written Health Materials
Kumaresan (2013), in a recent Institutes of Medicine report, described health literacy as “the cognitive and social skills that determine the motivation and ability of individuals to gain access to, to understand, and to use information in ways that promote and maintain good health” (p. 9). Busy people, even the most highly educated, want and need easy-to-read materials; otherwise, they will put it aside for “when they have time.” In addition, for those with low literacy skills, easy to read is essential as the average reading level in the United States has been estimated at an 8th-grade level (National Patient Safety Foundation [NPSF], 2011a).
. . . the average reading level in the United States has been estimated at an 8th-grade level.
The world is a much different place from when Doak, Doak, and Root first wrote about creating more readable health education print materials in 1996. When evaluating the written word for as wide an audience as possible, one must now include Internet websites, e-mail, Twitter, Facebook, and other social media. The Internet is full of online health information. However, due to a lack of easy access to evidence-based information and no standard quality check, it is very difficult for the general public to find and evaluate quality health information, even if one has high health literacy skills. Additionally, Kumaresan (2013) noted that people with low levels of health literacy are less likely to have access to the Internet and online health information. It is encouraging that Baur (2013) noted that the U.S. government has been active in health literacy, most notable, in provisions in the recent Patient Protection and Affordable Care Act and in the Plain Writing Act of 2010, which requires federal agencies to use plain language in public communications. Moreover, excellent comprehensive online health literacy training programs have been developed by the Centers for Disease Control and Prevention (CDC, 2010), the National Institutes of Health (NIH, 2005, 2012), and the Agency for Healthcare Research and Quality (AHRQ, 2010).
Improving Written Communication
The seminal voice in describing how to create readable health education materials continues to be Doak and Doak. Their book, Teaching Patients with Low Literacy Skills (Doak, Doak, & Root, 1996), is out of print but is available on the Harvard University website as a scanned book. Their most recent work was as editors for Pfizer Principles for Clear Health Communication (Doak & Doak, 2004). While more current documents regarding health literacy exist, they all are mechanisms to clarify and expand on the principles first set forth by Doak et al. in 1996. The appendix describes extensive reference materials, all available online.
The first step in creating successful written materials is recognizing characteristics of poor readers. Typically, poor readers will take words literally, skip over hard words, read slowly, and tire easily (Doak & Doak, 2004). The AHRQ (2010) recommends using health literacy universal precautions. These precautions assume that everyone will have problems understanding health information. Doak and Doak’s five key principles in planning and evaluating effective health care materials have stood the test of time (see Table 1).
Planning Effective Health Care Materials
Source: Doak and Doak (2004).
Limit the Content and Make it Relevant
All learners, adult or child, need to identify and find personal relevance with the topic. The learner should not have to search for the purpose. Put
Is this
Involve the Reader
Using Ask Me 3 (NPSF, n.d.), that is, putting the most important information first, telling them clearly what needs to be done, and explaining why it is important to them, quickly engages your audience. Other effective methods of reader engagement include the following:
creating a true-false quiz,
using question and answer (Q&A), structured as a first-person frequently asked questions (FAQ) table, or
including something the reader can cut out, such as a checklist or a poster.
Make the content relevant to the appropriate age, gender, and culture. Translate documents into the language of choice for the population whenever possible. Use cultural and ethnically relevant and sensitive terms and references. And be careful of colors and symbols, which can have unintended meaning.
For online and social media messages, consider sending out one message at a time. For example, on the topic of lice, send out one question and answer about the topic by e-mail, Twitter, or Facebook each day during the first week of school. On your school nurse website (which every school nurse should have), create FAQ pages or interactive quizzes that allow “clickable” questions. While designing interactive websites may be above the skill set of the school nurse, and beyond the scope of this article, the school nurse can create FAQs and simple messages that the district information technology (IT) specialist can then implement. The appendix includes several websites describing effective health website and social media design. The author’s website also has samples of FAQ formatted health information pages.
Make It Easy to Read
Although the audience for this article is the professional school nurse with a corresponding reading level and tone, both the author and the publisher have used the readability techniques described to invite the reader to take time to read and to make the reading experience comfortable and encouraging. Therefore, throughout this article, the article itself will be used to illustrate appropriate readability examples.
The most important recommendation is to “write the way you talk” (Doak et al., 1996, p. 78). This simple statement encompasses all the guidelines to follow. Write the message as if you were talking to the intended recipient in your living room. Using conversational language automatically drops the reading level by up to six grades, creating a document that is more interesting to read, thereby increasing the likelihood that it will actually be read and applied by the learner (CDC, 2010; Doak & Doak, 2004; Doak et al., 1996; U.S. Department of Health and Human Services, 2010).
Choose Your Words Carefully
The importance of using plain, non-ambiguous language in providing health information is well described (AHRQ, 2010; Baur, 2013; CDC, 2007; Doak & Doak, 2004; Doak et al., 1996; NIH, 2012; NPSF, 2011b; Weiss, 2007). The school nurse should use common, everyday language, avoiding jargon and choosing concrete terms as much as possible. Part 1 of this series describes words to avoid in both verbal and written interactions, as well as resources for plain language substitution for medical jargon and confusing words (Pontius, 2013b). However, in using plain language, it is imperative that it is not so plain that the audience feels talked down to or preached at (CDC, 2010). Respect your audience by speaking clearly but effectively. Table 2 provides more guidelines for effective word selection.
Choosing Clear Words
Source: Adapted from Centers for Disease Control and Prevention (2009) and Doak and Doak (2004).
Use Active Voice
Active voice makes it clear what action should be taken. Start the sentence with a verb: “Take your child to the doctor for a different lice medicine if lice comes back.” “Tell the school if your child has ringworm.” Keep the tone conversational by including “you” or “your” close to the beginning of the sentence when possible: “Your child can get sick from whooping cough without a booster shot” rather than “Failure to obtain a booster shot can lead to whooping cough in children.” Also note the use primarily of active voice within
Use Headings, Subheadings, and Bulleted Lists
Breaking up complex topics into smaller portions allows the reader to deal with only one idea at a time. Giving each topic an advance organizer, or heading, helps the reader integrate the topic and concept into the working memory. The FAQ list is also a good method of organizing your information and providing useful headings. Always place the most important information at the beginning of the material. This is the most important piece of information they need to take away. Remember, readers may tire and stop reading before the end of the document. Experts also recommend that words-per-sentence be limited at 15 to 20 (Doak & Doak, 2004).
Make use of a bulleted or numbered list, including the most important information in the first part of each item in the list, with no more than seven items in a list (five is preferred). Using checkboxes instead of the traditional round, black bullets both organizes the information and engages the reader by providing something to check off. Also notice the comparison tables in this document. They all have the “good stuff” on the left side, and the poorer version on the right side. Providing consistency in layout when using a comparison table avoids confusion for the reader (CDC, 2010; Doak & Doak, 2004) (see Tables 2 and 3).
Active Voice, Shorter Words, and Listing
Consider
Strive for 6th- to 8th-Grade Reading Level
The reading level of a document is influenced by two factors: the number of hard words (multi-syllable or complex words), and the average length of the sentences in the document (Doak & Doak, 2004). We know the average reading level in the United States is 8th grade (AHRQ, 2010; NPSF, 2011a). Employing health literacy universal precautions, we should then strive to achieve a reading level from 6th to 8th grade. From the author’s personal experience, it is relatively straightforward to create or reduce a document to the 8th-grade level. It is much more difficult to achieve the 6th-grade goal.
There are over 40 different tools for evaluating readability. Experts such as Doak and Doak (2004) and the CDC (2010) recommend the Fry or SMOG methods—the latter an acronym for “simple measure of gobbledygook,” gobbledygook meaning nonsensical or jumbled up words. Manual methods take from 15 minutes to several hours to perform as they involve counting syllables or words in a sample of the document (at least 100 words) and then performing a calculation or plotting to a graph. SMOG is considered the easiest and quickest of the manual methods. To use SMOG, count the number of words with three or more syllables in three chains of 10 sentences and then determine the grade level from the SMOG table (see Table 4). Detailed instructions for use of these manual calculation methods can be found in Pfizer Principles for Clear Health Communication (Doak & Doak, 2004) or Simply Put (CDC, 2010).
SMOG Conversion Table
Source: Developed by Harold C. McGraw. Online version available at http://www.harrymclaughlin.com/SMOG.htm.
Using computerized tools
Most of the readability tools have been computerized (except Fry). Multiple automated readability/grade level programs are available online for purchase or free (see appendix). You can input or copy and paste your text directly, or upload a text file. For the school nurse, the easiest and quickest method may be in using the readability statistics from within the Microsoft® Word word-processing program. However, experts caution against computerized methods, especially Flesch-Kincaid Grade Level within Microsoft tools, which can underestimate reading level by two to three grades. The tools do not take into account if words are real or made-up, they are fooled by periods in abbreviations, the grade level in some versions is capped at 12, and of course, they do not measure all the other principles described in this article that are part of making a document more readable (Doak & Doak, 2004; NIH, 2003, 2012; Stockmeyer, 2009). But if the nurse recognizes these limitations, prepares her document before testing, and does not rely solely on these tools for clear writing, these tools can be a quick and easy helpmate.
Using Microsoft Word Readability Tools
In order to run the statistics from within Microsoft Word, you must enable them (see Figure 1).

Screenshot from Microsoft Word, Mac 2011.
The use of this, or most any tool, is effective only on narrative prose. To correctly measure the readability, you should use it on the document BEFORE formatting into lists or short paragraphs, or remove such formatting from the test piece. Also, most tools require 100 or more words. Several other things can throw off computer analysis tools. First, it does not recognize real words from made-up words, so a paragraph full of gobbledygook, with appropriate punctuation, will have a grade level, regardless of the content. Second, each period is recognized as terminus of a sentence. Thus, words such as Mrs. or e.g. would count each period as the end of a sentence and could artificially lower the reading level of the document. Remove such words before testing a document. Include only bulleted lists for analysis if they are a complete sentence with a period. And grade level is only one small part of readability. Keep ALL the principles in mind when analyzing a document.
Make It LOOK Easy to Read
Making a document inviting is the first step in actually getting it read. Basic principles of graphic design, including use of space and font size, shape and style, as well as the judicious use of graphics, will dramatically help your document to get read.
Use a body font size of between 12 and 14 pts. Use a “serif” font for body text.
Font Size and Style
A font refers to the style of print as seen on the screen or page. For most audiences, use a font size of between 12 and 14 points (pt) whenever possible. For headings, use a font size at least two points larger than the main text.

When it comes to type style, experts recommend using “serif” rather than “san-serif” for the body text for greatest readability in print, and the use of san-serif typestyles for headings, webpages, PowerPoint presentations, and when your type must be small (CDC, 2010; Doak & Doak, 2004). Serifs are the little “feet” or tails that are present on individual letters in typefaces such as Times New Roman (see Figure 2). The body text of this article is a 10 pt serif font called Garamond. The tables, headings, and title in this article are in san-serif fonts. The tables are in 11 pt Helvetica and the headings and subheadings are in 11 pt BlockBE. The article title is in 50 pt BlockBE. Arial is another example of a commonly used san-serif font. Serif fonts are preferred as the little tails make the individual letters more distinctive and therefore make the words easier to understand. Consider the capitalized word “Illustrate” versus “Illustrate.” In the first example, a san-serif typeface, the capital letter “L” and the lowercase “l” following it look exactly alike. But in the second example, a serif typeface, the little bars on the top of the “I” help to differentiate it from the lowercase “l.”

Serif versus San-serif Typeface, Using Isolators and Arrows
Italics, underlining, reverse type (white letters on dark background), and all-caps are all difficult to read, plus from the “texting” world, all-caps denotes “shouting” at your reader. Doak and Doak (2004) suggested limiting these types of text formats to no more than five words in a row, and only in headings, captions, pull quotes, or sidebars or for emphasis. Pull quotes are a line or two of highlighted or important areas “pulled out” of an article and placed in a box in enlarged text (see shaded pull quotes in this article). Sidebars are similar; they highlight components of the text, but they are placed in a column (or “bar”) on the side of the text. In this article, italics are limited to pull quotes, to the abstract, for occasional emphasis, and to the references. Titles and headings are bolded. Figure 3 summarizes these graphic design principles.

Principles of Readability
Layout
Good document design includes attention to white space, margins, and justification. White space refers to the openness around the words, sentences, and paragraphs. Use plenty of white space even if your page color is not white. It not only makes it look easier to read, but it helps the reader to keep his or her place. While it may seem judicious to attempt to limit a document to one page, so as to not overwhelm the reader, if you are sacrificing white space for a page filled with crowded text in order to keep to one page, open up the document, add space, and move to two pages. A reader will be more likely to read a two-page “open” document with plenty of white space than a one-page document crowded with words (CDC, 2010; Doak & Doak, 2004; NIH, 2012). By eliminating any unnecessary words, the text density will be reduced. However, creative use of white space is also helpful. Using items such as pull quotes or sidebars will not only draw attention to important concepts, but they also serve to break up the monotony of the text (see the shaded pull quotes in this article).
This is a pull quote. It usually repeats a line or two from the text, drawing attention to an important concept, but also breaks up the text, making it easier to read.
Margins should be no less than ½”, and 1” to 1½” is preferred. Using a two- or three-column format rather than a single column across the page adds space to the document by inserting a “gutter” between the columns. The preferred
Line Length and Justification
Source: Adapted from Centers for Disease Control and Prevention (2009) and Doak and Doak (2004).
Graphics
A picture is worth a thousand words, or so it is said. Graphics can add important information to a document and dramatically increase retention. However, poor readers also have difficulty with visuals. Poor readers skip the principal features, lose the main features, get lost in the details, and interpret visuals literally. When looking at a document, readers cue into an image first, followed by the caption, and finally (hopefully) the text (Doak & Doak, 2004). Think about a new student visitor to your health office. Do you remember his face or hair, or do you remember his name? When first opening the NASN School Nurse to this article, what did you key in on first? The images and tables, or did you immediately read the text? A graphic should not be included just to have a graphic; it must contribute meaningfully to the message. A good graphic can reduce the amount of text needed for the message of the document. A graphic can be a table, figure, photographic image, line drawing, clip art, pull quotes, sidebars, speech bubbles, highlighting, or other emphasis symbols like arrows, a magnifying glass, or even a “Look Here!” Use graphics that
are literal and not abstract.
show simple steps in a procedure.
use color purposefully.
have captions to describe the action or purpose.
use adult rather than childish images.
avoid detailed or overly realistic anatomical illustrations.
avoid caricatures of a serious subject.
are culturally relevant. Use images that resemble your population.
have cues, such as a magnifying glass, a circle, color, or arrows to highlight important components of an image (see Figure 2).
show enlarged images with a sense of scale (CDC, 2010; Doak & Doak, 2004; NIH, 2003).
This document has a number of tables and several images. They give examples to help understand unfamiliar words or usage and provide actual images (such as the screen shot of the readability statistics from Microsoft Word) as well as pull quotes, which both break up the text and provide highlights and reinforcement of important concepts. Readers best identify with photographs when showing real-life events, whereas simple line drawings are more effective for situations that may be frightening (such as a medical procedure) or for showing sensitive issues (such as sexually transmitted diseases). Cartoons can also be useful to bring a sense of humor to a subject, and they are certainly appropriate for elementary-age students’ parents. However, be careful as they may be misunderstood or taken seriously (CDC, 2010). The CDC has a large inventory of royalty-free images in its Public Health Image Library (see appendix) for use in documents and webpages. Be careful of images from the Internet. Their use is subject to copyright permissions just as the use of print images.
Testing
The final step in the creation of your easy-to-read document is testing. I take my new documents to several staff members (both professional and support staff) as well as to my own family members and friends and ask for feedback. How long did it take you to complete? Did you read it all? What did you skip? Would you take the time to fill out this form? The answers to these questions can be essential to evaluating and improving your document. The Checklist for Easy-to-Understand Print Materials (CDC, 2010, Appendix A) is an excellent tool for reviewing your document.
Summary
Samples of two types of forms commonly used for parent communication, both built with strong use of all health literacy principles described in this article, are shown in Figures 4 and 5. Figure 4 (Pontius, 2013a) is a student health history adapted from a copyright-free pediatric office intake document from the AHRQ (2010) Health Literacy Universal Precautions Toolkit. Figure 5 (Pontius, 2013c) is a parent information form describing when a child should stay home from school. As the ethnic background of the author’s community is 40% Hispanic, these forms are available in both English and Spanish.

Sample Student Health History Form

Sample Parent Information Form
Research has shown repeatedly that poor health literacy is associated with poor follow-through, poor caregiving and self-care behaviors, and a lack of understanding of the importance of the health instruction (AHRQ, 2010). It is critical for school nurses to be cognizant of health literacy principles, using them in all written communication. Applying these principles in every parent encounter will significantly increase the success of your health teaching as well as the likelihood of successful completion of documents vital for the safe and effective care of your students at school. Improving written communication builds trust with families and will improve compliance and, most important, improve your students’ health outcomes. ■
Footnotes
Appendix
Resources
Deborah has been the health services coordinator/chief school nurse at Pershing County School District, a tiny rural one-nurse district in Lovelock, Nevada, since 1999. She recently completed her term on the NASN Board of Directors and a term on the NASN Executive Committee.
References
Supplementary Material
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