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Coach a Patient on Medication Adherence

Practice a motivational interviewing call with a 58-year-old patient who is skipping diabetes medication because of cost and side effects. Build trust, explore ambivalence, and land on a realistic next step.

Every employee gets a seat — priced per employee in Performance & Learning, quoted with this template ready.

Rolled out to every employee at AutoZone (125,000), PetSmart (50,000+), A.S. Watson and Raley's (20,000) — and at larger retailers we are not permitted to name.

Built for: Healthcare · Financial services · Education

Overview

This roleplay template is a practice call for coaching a patient on medication adherence. The learner speaks with Denise, a 58-year-old patient with type 2 diabetes who has not been taking her medication consistently because the copay feels too high and she thinks the medication may be causing nausea and fatigue.

Use it when you want to practice motivational interviewing, especially the sequence of acknowledging concerns, exploring ambivalence, and guiding the patient toward one realistic next step. The scenario is useful for nurses, pharmacists, care coordinators, and diabetes educators who need to keep the conversation supportive without becoming vague or overly directive. The rubric focuses on observable behaviors: naming the patient’s concerns, asking open questions, eliciting the patient’s perspective, and proposing a concrete follow-up.

Do not use this template as a medication management protocol or a substitute for clinical judgment. It is not meant for diagnosis, prescribing, or telling the patient what to do. It is also not a fit if you want a simple education script with no resistance, because the value of the scenario is in handling hesitation, cost concerns, and possible side effects in a calm, patient-centered way. The best outcome is not perfect agreement; it is a next step the patient can accept and act on.

How to use this template

  1. Read the situation carefully so you understand the patient’s refill gap, cost concern, and side-effect worry before you start speaking.
  2. Begin the roleplay by using Denise’s opening line as a real follow-up call and respond in a calm, nonjudgmental tone.
  3. Ask open-ended questions that explore what the patient has noticed, what matters most to them, and what feels hardest about taking the medication consistently.
  4. Work through the conversation until you reach a concrete next step, then complete the scored rubric against the observable criteria.
  5. Review the feedback, identify where you missed acknowledgment or rushed to solutions, and retry the scenario with a tighter motivational interviewing approach.

Best practices

  • Acknowledge the copay and symptom concern before offering any advice or education.
  • Use reflective statements to show you heard both the practical barrier and the emotional hesitation.
  • Ask what the patient believes is helping, what is not, and what they most want to avoid.
  • Keep the next step small and specific, such as contacting the prescriber, checking a lower-cost option, or tracking symptoms for a follow-up.
  • Avoid arguing about adherence; resistance usually drops when the patient feels understood first.
  • Do not overpromise that side effects will disappear or that cost can be solved immediately.
  • Close by confirming the patient’s own words for the plan so the next step feels shared, not imposed.

What this template typically catches

Issues teams running this template most often surface in practice:

Jumps to problem-solving before acknowledging the patient’s frustration about cost.
Uses a lecture tone instead of motivational interviewing questions and reflections.
Misses the chance to ask what the patient has noticed about nausea and fatigue.
Assumes the patient is noncompliant instead of exploring ambivalence and readiness.
Offers a vague next step that the patient cannot realistically follow.
Fails to confirm whether the patient agrees with the plan before ending the call.
Sounds rushed or judgmental, which makes the patient more guarded.

Common use cases

Pharmacist follow-up after a refill gap
A pharmacist calls a patient whose refill history shows missed doses and a late refill. The learner must address cost and side effects without sounding accusatory, then land on a practical follow-up such as a prescriber check-in or cost review.
Diabetes educator coaching a hesitant patient
A diabetes educator uses the scenario to practice eliciting the patient’s beliefs about medication, symptoms, and daily routines. The focus is on building confidence and agreement around one manageable change rather than forcing immediate adherence.
Care coordinator outreach after discharge
A care coordinator checks in after a recent visit and learns the patient has not been taking the prescribed medication consistently. The learner practices a supportive call that identifies barriers and connects the patient to the right next resource.
Primary care team huddle practice
A primary care team member rehearses how to respond when a patient says the medication is too expensive and makes them feel unwell. The scenario helps the learner practice a calm, structured response that keeps the patient engaged.

Frequently asked questions

What does this roleplay template cover exactly?

This template covers a follow-up call with a 58-year-old patient with type 2 diabetes who has had a refill gap and is hesitant to keep taking medication. The conversation centers on two common barriers: copay cost and suspected side effects like nausea and fatigue. It is designed to practice motivational interviewing, not to test clinical diagnosis or medication selection. The goal is to help the learner move from resistance to one concrete, acceptable next step.

Who should run this scenario?

This scenario works well for nurses, care coordinators, pharmacists, diabetes educators, and other clinicians who speak with patients about adherence. A manager or trainer can also use it in onboarding or coaching sessions. The learner should be the person leading the call and responding to Denise in real time. It is especially useful for anyone who needs to practice empathy without losing momentum toward action.

How often should this kind of conversation be practiced?

Use it during onboarding, refreshers, or whenever adherence conversations are a frequent part of the role. It is also useful after a difficult real-world call, when a learner needs a safe repeatable rep. Because the scenario is focused on one interaction, it can be completed in a short practice session and revisited with different responses. Repeating the scenario helps learners improve their opening line, pacing, and ability to handle pushback.

Is this a clinical decision-making template or a communication practice?

It is a communication practice template, not a clinical protocol. The learner is not being asked to diagnose side effects, change prescriptions, or give medical advice beyond the scope of the role. Instead, the template helps the learner acknowledge concerns, ask open questions, and guide the patient toward a next step such as contacting the prescriber or discussing cost options. That makes it useful for skill-building without replacing clinical judgment.

What are the most common mistakes this scenario surfaces?

The most common mistake is jumping straight to reassurance or education before acknowledging the patient’s frustration. Another is arguing with the patient about adherence instead of exploring ambivalence. Learners also often miss the chance to ask what the patient believes is helping or hurting, which weakens buy-in. This template surfaces whether the learner can stay calm, nonjudgmental, and specific under resistance.

Can I customize the medication, condition, or patient details?

Yes. You can swap the diabetes context for another chronic condition, change the medication type, or adjust the patient’s age, temperament, and barriers. You can also tune the difficulty by making Denise more guarded or more receptive. Keep the situation concrete so the roleplay still feels realistic and the rubric remains observable.

Does this template integrate with coaching or LMS workflows?

Yes, it can be used as a standalone practice activity or embedded in a broader coaching workflow. The scenario, rubric, and learner objective make it easy to assign, score, and review. It also works well as a pre-work or post-training exercise before live coaching. If your team uses an LMS, this kind of template is easy to map to a lesson, assessment, or competency check.

How is this better than an ad-hoc roleplay?

An ad-hoc roleplay often drifts into vague feedback like 'be more empathetic,' which is hard to act on. This template gives the learner a specific situation, a defined persona, and behavioral scoring criteria so practice is repeatable. That structure makes it easier to compare attempts and coach toward observable improvement. It also keeps the conversation grounded in the exact barriers patients raise in real calls.

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Rolled out to every employee at AutoZone (125,000), PetSmart (50,000+), A.S. Watson and Raley's (20,000) — and at larger retailers we are not permitted to name.