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Research ArticleOriginal Research

Engaging Primary Care Patients to Use a Patient-Centered Personal Health Record

Alex H. Krist, Steven H. Woolf, Ghalib A. Bello, Roy T. Sabo, Daniel R. Longo, Paulette Kashiri, Rebecca S. Etz, John Loomis, Stephen F. Rothemich, J. Eric Peele and Jeffrey Cohn
The Annals of Family Medicine September 2014, 12 (5) 418-426; DOI: https://doi.org/10.1370/afm.1691
Alex H. Krist
1Department of Family Medicine and Population Health, Virginia Commonwealth University, Richmond, Virginia
2Fairfax Family Practice Residency, Fairfax, Virginia
MD, MPH
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  • For correspondence: ahkrist@vcu.edu
Steven H. Woolf
1Department of Family Medicine and Population Health, Virginia Commonwealth University, Richmond, Virginia
3Center on Society and Health, Virginia Commonwealth University, Richmond, Virginia
MD, MPH
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Ghalib A. Bello
4Department of Biostatistics, Virginia Commonwealth University, Richmond, Virginia
BS
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Roy T. Sabo
1Department of Family Medicine and Population Health, Virginia Commonwealth University, Richmond, Virginia
4Department of Biostatistics, Virginia Commonwealth University, Richmond, Virginia
PhD
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Daniel R. Longo
1Department of Family Medicine and Population Health, Virginia Commonwealth University, Richmond, Virginia
ScD
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Paulette Kashiri
1Department of Family Medicine and Population Health, Virginia Commonwealth University, Richmond, Virginia
MPH
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Rebecca S. Etz
1Department of Family Medicine and Population Health, Virginia Commonwealth University, Richmond, Virginia
PhD
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John Loomis
2Fairfax Family Practice Residency, Fairfax, Virginia
BS
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Stephen F. Rothemich
1Department of Family Medicine and Population Health, Virginia Commonwealth University, Richmond, Virginia
MD, MS
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J. Eric Peele
5RTI International, Research Triangle Park, North Carolina
BA
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Jeffrey Cohn
6Broadlands Family Medicine, Ashburn, Virginia
MD
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  • Article
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  • Figure 1
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    Figure 1

    Percentage of patients with an office visit who had established an IPHR account, by month, all 8 practices.

    IHPR = interactive preventive health record.

    Note: Figure 1 depicts the percentage of patients seen for an office visit in the study practices each month who created an IPHR account within 1 month of their office visit. The study period includes 31 months between December 2010 and June 2013.

  • Figure 2
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    Figure 2

    IPHR usage rate by practice during the study period.

    EHR = electronic health record; IPHR = interactive prevention health record.

    Note: Variations in how, when, and the degree to which practices implemented these different functionalities and workflows, as well as individual practice contextual factors, are detailed in the Supplemental Appendix.

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    Table 1

    Comparison of IPHR Use With Mailed Invitation (Prior Efficacy Trial) vs Practice-Level Customized Implementation Strategy (Current Study)

    PracticeMailed Invitation, 18 months, Prior Trial 14Integrated into Care, 31 Months, Current Study
    Patients Mailed InvitationPatients Who Created IPHR Account No. (%)Patients With Office VisitPatients Who Created IPHR Account No. (%)
    155069 (12.6)26,6596,668 (25.0)
    2504 (8.0)5,4181,254 (23.2)
    350475 (14.9)23,7126,336 (26.7)
    4465 (10.9)5,1811,205 (23.3)
    550035 (7.0)11,5463,225 (27.9)
    61007 (7.0)6,7421,493 (22.1)
    750070 (14.0)12,6973,218 (25.3
    850077 (15.4)20,9385,511 (26.3)
    Total2,750342 (12.4)112,89328,910 (25.6)
    • IPHR = interactive prevention health record.

      Note: A total of 3 invitations to use the IPHR were mailed to a randomly selected sample of 2,750 patients and IPHR use was prospectively tracked for 18 months.

    • View popup
    Table 2

    Patients Who Created An IPHR Account, by Demographic Characteristics

    CharacteristicStudy Patients (N = 112,893) No.Users (n = 28,910) No. (%)Nonusers (n = 83,983) No. (%)
    Total number of patients112,89328,91083,983
    Age, mean, y…45.441.9
    Use by age
     18–39 y49,16210,185 (20.7)38,977 (79.3)
     40–49 y27,1107,271 (26.8)19,839 (73.2)
     50–59 y22,2616,841 (30.7)15,420 (69.3)
     60–69 ya11,5423,802 (32.9)7,740 (67.1)
     ≥70 y2,818811 (28.8)2,007 (71.2)
    Use by sex
    Male50,83612,806 (25.2)38,030 (74.8)
    Femalea62,03916,102 (25.95)45,937 (74.05)
    Use by comorbidity
    None68,19014,388 (21.1)53,802 (78.9)
    Any44,70314,522 (32.5)30,181 (67.5
     Diabetes6,7022,147 (32.0)4,555 (68.0)
     Cancer2,483810 (32.6)1,673 (67.4)
     Coronary artery disease1,830548 (29.95)1,282 (70.05)
     Hyperlipidemiaa30,87910,630 (34.4)20,249 (65.6)
     Hypertension21,8557,058 (32.3)14,797 (67.7)
    Use by ethnicity
    Hispanic5,6051,352 (24.1)4,253 (75.9)
    Non-Hispanica69,10120,059 (29.0)49,042 (71.0)
    Use by race
    White61,24217,601 (28.7)43,641 (71.3)
    Black6,1501,650 (26.8)4,500 (73.2)
    Asiana10,5693,256 (30.8)7,313 (69.2)
    Other1,024247 (24.1)777 (75.9)
    • IPHR = interactive prevention health record.

      Note: All differences between users and nonusers were statistically significant at P <.001.

    • ↵a Subgroups with the highest rate of users.

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    Table 3

    Multivariate Analysis of Patient and Clinician Factors That Influenced IPHR Use

    VariableAdjusted OR (95% CI)
    Patient age1.01 (1.01–1.01)
    Patient sex (female vs male)1.09 (1.03–1.15)
    Patient race
     Asian vs white1.18 (1.09–1.27)
     Black vs white0.89 (0.80–0.98)
     Hispanic vs white0.36 (0.18–0.73)
     Other vs white0.75 (0.58–0.96)
    Patient’s comorbidities (none vs any)0.67 (0.63–0.71)
    Clinician sex (female vs male)1.37 (1.26–1.49)
    Clinician age, y
     25–34 vs 35–540.72 (0.66–0.80)
     55+ vs 35–540.63 (0.55–0.72)
    Clinician, resident status
     Nonresident vs resident0.96 (0.86–1.08)
    Clinician: early adoptera
     Agree vs disagree1.58 (1.44–1.73)
     Neither vs disagree1.27 (1.16–1.38)
    Clinician: trainingb
     Agree vs disagree1.41 (1.29–1.54)
     Neither vs disagree0.84 (0.76–0.94)
    Clinician: confidencec
     Agree vs disagree1.96 (1.75–2.19)
     Neither vs disagree0.83 (0.75–0.92)
    • IPHR = interactive prevention health record; OR = odds ratio.

      Notes: Values adjusted for patient and clinician characteristics, as well as practice. Only statistically significant variables were included in the final multivariate analyses.

    • ↵a “Among my colleagues, I am usually one of the first to find out about a new test or treatment (strongly agree) (agree) (neither agree nor disagree) (disagree) (strongly disagree).” Reported by clinicians 1 year after fielding the IPHR.

    • ↵b “The training I received about MyPreventiveCare was adequate (strongly agree) (agree) (neither agree nor disagree) (disagree) (strongly disagree).” Reported by clinicians 1 year after fielding the IPHR.

    • ↵c “I feel confident in my ability to use MyPreventiveCare (strongly agree) (agree) (neither agree nor disagree) (disagree) (strongly disagree).” Reported by clinicians 1 year after fielding the IPHR.

Additional Files

  • Figures
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  • Supplemental Appendix

    Supplemental appendix

    Files in this Data Supplement:

    • Supplemental data: Appendix - PDF file, 18 pages
  • In Brief

    Engaging Primary Care Patients to Use a Patient-Centered Personal Health Record

    Alex H. Krist , and colleagues

    Background Electronic personal health records hold great promise for improving health, but implementation has been a challenge. This study examines cost-effective ways that small- to medium-sized primary care practices can effectively encourage patients to use online patient portals to access their personal health records.

    What This Study Found In eight Virginia primary care practices, integrating promotion of patient portals into the office visit is more effective at increasing usage rates than mailing invitations and other costly advertising campaigns. Over the 30-month study period, 26 percent of the 112,893 patients who had an office visit created an account on the patient portal. Of patients who visited the practices in the final month, 33 percent had a new or preexisting account. This uptake is significantly greater than the 17 percent observed in previous research in which the portal was only promoted through mailings. One out of three patients aged 60 to 69 years enrolled, the highest use rate of any age group studied, and a key factor influencing use of the patient portal was having a comorbid condition; 33 percent of patients with chronic conditions created a patient portal account. Uptake was influenced by the adoption of a team-based approach to notify patients about the patient portal rather than relying solely on clinicians, as well as adding portal features to report laboratory test results and generate after-care summaries.

    Implications

    • By directly engaging patients to use a portal and supporting practices to integrate its use into care, primary care practices can match or surpass the usage rates achieved by large health systems.
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The Annals of Family Medicine: 12 (5)
The Annals of Family Medicine: 12 (5)
Vol. 12, Issue 5
September/October 2014
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Engaging Primary Care Patients to Use a Patient-Centered Personal Health Record
Alex H. Krist, Steven H. Woolf, Ghalib A. Bello, Roy T. Sabo, Daniel R. Longo, Paulette Kashiri, Rebecca S. Etz, John Loomis, Stephen F. Rothemich, J. Eric Peele, Jeffrey Cohn
The Annals of Family Medicine Sep 2014, 12 (5) 418-426; DOI: 10.1370/afm.1691

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Engaging Primary Care Patients to Use a Patient-Centered Personal Health Record
Alex H. Krist, Steven H. Woolf, Ghalib A. Bello, Roy T. Sabo, Daniel R. Longo, Paulette Kashiri, Rebecca S. Etz, John Loomis, Stephen F. Rothemich, J. Eric Peele, Jeffrey Cohn
The Annals of Family Medicine Sep 2014, 12 (5) 418-426; DOI: 10.1370/afm.1691
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