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Patient and Family Engagement in Primary Care and Safe Transitions to New Appointments are both recent toolkits developed for the Agency for Healthcare Research and Quality (AHRQ). Both available on AHRQ’s Patient Safety Tools and Resources webpage, these tools were designed to be used by clinicians, staff, patients, and family members in outpatient settings. While designed broadly for any staff, the techniques and skills necessary to use the toolkits fully align well with the role of health educators building on core skills already employed. This document details key components of the tools, their similarities and differences, how the tools help health promotion and how health educators may use the tools in practice.