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Research ArticleOriginal Research

Visit Planning Using a Waiting Room Health IT Tool: The Aligning Patients and Providers Randomized Controlled Trial

Richard W. Grant, Courtney Lyles, Connie S. Uratsu, Michelle T. Vo, Elizabeth A. Bayliss and Michele Heisler
The Annals of Family Medicine March 2019, 17 (2) 141-149; DOI: https://doi.org/10.1370/afm.2352
Richard W. Grant
1Division of Research, Kaiser Permanente Northern California, Oakland, California
MD, MPH
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  • For correspondence: Richard.W.Grant@kp.org
Courtney Lyles
1Division of Research, Kaiser Permanente Northern California, Oakland, California
2Center for Vulnerable Populations and Division of General Internal Medicine at Zuckerberg San Francisco General Hospital, University of California San Francisco, San Francisco, California
PhD
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Connie S. Uratsu
1Division of Research, Kaiser Permanente Northern California, Oakland, California
RN, MS, CNS
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Michelle T. Vo
1Division of Research, Kaiser Permanente Northern California, Oakland, California
MPH
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Elizabeth A. Bayliss
3Institute for Health Research, Kaiser Permanente Colorado, Aurora, Colorado
4Department of Family Medicine, University of Colorado School of Medicine, Aurora, Colorado
MD
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Michele Heisler
5Center for Clinical Management Research, VA Ann Arbor Healthcare System, Ann Arbor, Michigan
6University of Michigan Department of Internal Medicine, Ann Arbor, Michigan
MD, MPA
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  • Figure 1
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    Figure 1

    CONSORT flow diagram of study physicians and patients.

    CONSORT = Consolidated Standards of Reporting Trials; PCP = primary care physician.

Tables

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    Table 1

    Definitions Used for Care Gaps

    Care GapDefinition
    Laboratory tests overdueDiabetes and no HbA1c result in past 12 months
    Overdue for screening or treatmentLast mammogram more than 2 years ago (for women aged 50-74 years)
    Last colorectal cancer screening more than 1 year ago (for adults aged >50 years)
    Treatment for osteoporosis not started (for adults at high risk for fracture, defined as first fracture among women aged >60 years and men aged >70 years)
    Not at goalFor patients with diabetes, last HbA1c ≥8%
    For patients with hypertension, last 2 SBP ≥140 mm Hg or last SBP ≥150 mm Hg
    For patients with cardiovascular disease, last LDL cholesterol level ≥160 mg/dL
    For patients with persistent asthma, asthma Med Ratio <0
    Medication adherence <80% in past yearFor patients with diabetes, aged <75 years and last HbA1c ≥8%
    For patients with hypertension and last 2 SBP ≥140 mm Hg
    For patients with cardiovascular disease and last LDL cholesterol level ≥100 mg/dL
    Current smoker–
    Depression monitoringFor patients with depression diagnosis, missing PHQ9
    • Asthma Med Ratio = ratio of controller to total asthma medications; HbA1c = hemoglobin A1c; LDL = low-density lipoprotein; PHQ9 = 9-question depression scale from the Patient Health Questionnaire; SBP = systolic blood pressure.

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    Table 2

    Physician and Patient Characteristics

    CharacteristicAll Physicians(N = 73)Group
    Intervention Physicians (n = 37)Control Physicians (n = 36)P
    Value
    Physicians
    Age, mean (SD), y42.2 (8.4)40.8 (7.7)43.7 (8.9).14
    Time in practice, mean (SD), y13.8 (8.8)12.4 (8.1)15.1 (9.4).19
    Women, No. (%)52 (71.2)25 (67.6)27 (75.0).48
    Spanish speaking, No. (%)23 (31.5)10 (27.0)13 (36.1).40
    CharacteristicAll Patients(N = 750)Group
    Intervention Patients(n = 359)Control Patients(n = 391)P
    Value
    Patients
    Women, No. (%)486 (64.8)235 (64.2)251 (64.2).72
    Race/ethnicity, No. (%).06
     African American212 (28.3)115 (32.0)97 (24.8)
     Asian54 (7.2)20 (5.6)34 (8.7)
     Hispanic167 (22.3)69 (19.2)98 (25.1)
     Othera29 (3.9)14 (3.9)15 (3.8)
     White288 (38.4)141 (39.3)147 (37.6)
    Age, mean (SD), y60.8 (11.9)60.5 (12.2)60.3 (12.1).82
    New to primary care physician, No. (%)200 (26.7)102 (28.4)98 (25.1).30
    Spanish as primary language, No. (%)123 (16.4)46 (12.8)77 (19.7).01
    Medication count, mean (SD)2.8 (2.7)2.8 (2.7)2.6 (2.6).26
    Diabetes, No. (%)259 (34.5)113 (31.5)146 (37.3).09
    • ↵a More than 1 race/ethnicity selected.

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    Table 3

    Primary Care Physician Baseline Survey Responses

    How often do you:Physicians Answering “Usually” or “Always,” %
    All (N = 73)Group
    Intervention (n = 37)Control (n = 36)P Value
    Elicit patients’ top concerns?80.883.877.8.52
    Get through all the items on your agenda?61.664.958.3.57
    Find that patients typically prepared with 1 or 2 topics?49.340.558.3.13
    Find that patients raise concerns near the end of the visit?43.144.441.7.81
    Have enough time during your visits?4.14.10.24
    • Note: Choices were “never,” “rarely,” “sometimes,” “usually,” and “always.”

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    Table 4

    Patient-Selected Visit Priorities

    Primary Priority and SubcategoryPatients, No. (%)
    First PrioritySecond PriorityTotal
    Old problem90 (25.6)69 (41.8)159 (30.8)
     Something has changed23 (5.9)26 (14.3)49 (8.5)
     I am not getting better from last time37 (9.4)18 (9.9)55 (9.6)
     I need more explanation23 (5.9)13 (7.1)36 (6.3)
    New problem154 (43.9)0 (0.0)154 (29.8)
     I’ve noticed something new120 (30.6)0 (0.0)120 (20.9)
     I’m having trouble with my usual activities30 (7.7)0 (0.0)30 (5.2)
     I’m feeling anxious or depressed14 (3.6)0 (0.0)14 (2.4)
    Medicines58 (16.5)20 (12.1)78 (15.1)
     Problems with side effects20 (5.1)9 (5.0)29 (5.1)
     Medicines cost too much6 (1.5)2 (1.1)8 (1.4)
     Stopped taking12 (3.1)2 (1.1)14 (2.4)
    A personal concern or other16 (4.6)38 (23.0)54 (10.5)
     Anxious or depressed3 (0.8)13 (7.1)16 (2.8)
     Drug or alcohol concerns0 (0.0)3 (1.7)3 (0.5)
     My personal safety8 (2.0)9 (5.0)17 (3.0)
    Need something from doctor29 (8.3)24 (14.6)53 (10.3)
     Referral to a specialist4 (1.0)12 (6.6)16 (2.8)
     Medication refill7 (1.8)5 (2.8)12 (2.1)
     Blood test, radiograph, or other test8 (2.0)8 (4.4)16 (2.8)
     Form filled out3 (0.8)3 (1.7)6 (1.1)
    Stress at home or at work4 (1.1)14 (8.5)18 (3.5)
     Caregiving issues2 (0.5)5 (2.8)7 (1.2)
     Family concerns2 (0.5)6 (3.3)8 (1.4)
     Financial concerns0 (0.0)3 (1.7)3 (0.5)
    • Note: 5 patients did not select any first-priority concern, and 191 patients did not select any second-priority concern.

    • View popup
    Table 5

    Patient Postvisit Survey Results Patients Answering “Yes, Definitely,” No. (%)

    QuestionPatients Answering “Yes, Definitely,” No. (%) Odds Ratio (95% CI)
    Intervention (n = 333)Control (n = 357)P Value
    Quality of communication
     Did you prepare a list of questions for your doctor?198 (59.5)160 (44.8)<.011.81 (1.33-2.45)
     Did you tell your doctor about your top concerns at the beginning of the visit?304 (91.3)297 (83.2)<.012.18 (1.32-3.59)
    Patient satisfaction
     Were you satisfied that your care was well organized?289 (86.8)321 (89.9).200.74 (0.46-1.18)
    Autonomy
     Were you given choices about treatment to think about?207 (62.2)214 (59.9).551.10 (0.81-1.49)
    Patient-centeredness
     Were you asked for your ideas when a treatment plan was made?149 (44.7)160 (44.8).801.05 (0.70-1.58)
     Were you asked to talk about your goals in caring for your illness?160 (48.0)190 (53.2).250.83 (0.60-1.15)
    • View popup
    Table 6

    Change in Aggregated Care Gaps From Baseline to Follow-up

    Care Gap MeasurePatients Whose Physicians Responded “Yes,” No. (%) Odds Ratio (95% CI)
    All (N = 747)Group
    Intervention (n = 359)Control (n = 388)P Value
    All baseline care gaps closed?394 (52.7)184 (51.3)210 (54.1).520.90 (0.65-1.24)
    Any baseline care gaps closed?473 (63.3)221 (61.6)252 (64.9).340.87 (0.64-1.17)
    Any new care gaps opened?165 (22.1)81 (22.6)84 (21.6).671.09 (0.74-1.60)
    No care gaps at end of study?310 (41.5)143 (39.8)167 (43.0).390.88 (0.64-1.19)

Additional Files

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    Supplemental Figure

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  • The Article in Brief

    Visit Planning Using a Waiting Room Health IT Tool: The Aligning Patients and Providers Randomized Controlled Trial

    Richard W. Grant , and colleagues

    Background There is limited time during primary care visits. This study tests the hypothesis that an information technology tool in the waiting room could help patients identify and express their top visit priorities, which would lead to better visit interactions and improved quality of care.

    What This Study Found An information technology tool in waiting rooms of primary care practices helped patients prepare questions and express their concerns to their doctors, but did not reduce gaps in clinical care. The "Visit Planner" tool, which was placed in eight primary care practices, was designed to help adult patients identify priorities for their visit and effectively express them to their clinician. Eligible patients had at least one clinical care gap (eg, not meeting diabetes goals). Of 359 patients in the intervention group, 59 percent (n=198) reported that they "definitely" prepared questions for their doctor, compared to 45 percent (n=160) of control patients. A high percentage of intervention group patients also reported "definitely" expressing their top concerns at the beginning of the doctor visit (91 percent vs 83 percent of control group patients). Patients in both arms of the study reported high levels of satisfaction with their care. Overall, half of study patients (394/747, 53 percent) had all baseline care gaps closed by the end of the 6-month follow-up period. The prevalence of clinical care gaps was reduced by a similar amount in both groups.

    Implications

    • The Visit Planner successfully guided patients to begin primary care visits by communicating their top care priorities, an important gap in visit interactions. Improving this crucial first step of prioritization, the authors state, can be a building block for the next generation of tools that address communication barriers related to care planning with the ultimate goal of improving clinical care outcomes.
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The Annals of Family Medicine: 17 (2)
The Annals of Family Medicine: 17 (2)
Vol. 17, Issue 2
March/April 2019
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Visit Planning Using a Waiting Room Health IT Tool: The Aligning Patients and Providers Randomized Controlled Trial
Richard W. Grant, Courtney Lyles, Connie S. Uratsu, Michelle T. Vo, Elizabeth A. Bayliss, Michele Heisler
The Annals of Family Medicine Mar 2019, 17 (2) 141-149; DOI: 10.1370/afm.2352

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Visit Planning Using a Waiting Room Health IT Tool: The Aligning Patients and Providers Randomized Controlled Trial
Richard W. Grant, Courtney Lyles, Connie S. Uratsu, Michelle T. Vo, Elizabeth A. Bayliss, Michele Heisler
The Annals of Family Medicine Mar 2019, 17 (2) 141-149; DOI: 10.1370/afm.2352
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