This how-to guide, intended for healthcare providers, includes strategies for leading an effective engagement process, key sections include: • Why to engage with patients and families • Getting ready to engage • Ways to build your patient engagement team • Questions to ask during the engagement • Ways to engage • Ensuring privacy • Document and report • Evolving your patient engagement process Each step is clearly identified, so organizations with more experience engaging patient and family advisors can jump to the sections that are most relevant to them.