Client Education (Learn)
Most of what you tell a client in a consultation is gone within a day. Education modules are the part you don't want to repeat: the breathing technique, the explanation of what their lab result means, the video of how the movement should look. You record it once and it sits in the client's portal, in a tab called Learn, available whenever they actually need it rather than only while they're in front of you.
Two ways a module reaches a client
Library modules are visible to everyone in your organization. Use these for the things you'd say to almost anyone — how to prepare for a fasted blood draw, what to expect at a first visit, the general mobility routine. You write it once and every client has it.
Assigned modules go to one person. Use these where relevance is the point: the specific rehab progression for this shoulder, the explanation that only makes sense given this person's results. An assigned module appears in that client's Learn tab and nowhere else.
The same module can be either. Marking a library module visible to everyone is a single switch, so a piece of education that turns out to be broadly useful can be promoted without rewriting it.
Building one
A module carries a title, a description, and the content itself — a video link, a document, or written material. You can also set roughly how long it takes, which does more work than it looks like: a client deciding whether to open something is mostly deciding whether they have time for it, and "4 minutes" gets opened far more often than an unlabeled link.
Write the description as what the client will get, not what the module is about. "How to get a clean reading from your cuff" beats "Blood pressure information".
Completion
A client marks a module complete when they've been through it, and you can see that on their record. Treat it as a signal rather than a fact — it tells you they opened it and said they were done, which is worth knowing, but it isn't evidence they absorbed anything.
Where it's genuinely useful is the negative case. A client who hasn't opened the module you built the whole plan around explains a lot about why the plan isn't working, and it's a much better conversation to have than guessing.
Attaching education to a protocol
A protocol can carry education modules alongside its activities, which is usually where this belongs. The client isn't hunting for the right video — it arrives as part of the plan, at the point it becomes relevant.
Next steps
To build your first modules, work from the questions you answer most often. If you've explained the same thing three times this month, that's the first module.
To attach education to a course of care, see Clinical Protocols.