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Research ArticleOriginal Research

Teamwork Among Primary Care Staff to Achieve Regular Follow-Up of Chronic Patients

Maram Khazen, Ligat Shalev, Avivit Golan-Cohen, Eugene Merzon, Ariel Israel, Shlomo Vinker and Adam J. Rose
The Annals of Family Medicine March 2025, 23 (2) 100-107; DOI: https://doi.org/10.1370/afm.240176
Maram Khazen
1Braun School of Public Health and Community Medicine, Faculty of Medicine, Hebrew University of Jerusalem, Jerusalem, Israel
2Department of Health Systems Management, the Max Stern Yezreel Valley College, Jezreel Valley, Israel
PhD
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  • ORCID record for Maram Khazen
  • For correspondence: maramk@yvc.ac.il
Ligat Shalev
1Braun School of Public Health and Community Medicine, Faculty of Medicine, Hebrew University of Jerusalem, Jerusalem, Israel
PhD
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Avivit Golan-Cohen
3Leumit Health Services, Research Institute, Tel Aviv, Israel
MD
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Eugene Merzon
3Leumit Health Services, Research Institute, Tel Aviv, Israel
4Adelson School of Medicine, Ariel University, Ariel, Israel
MD
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Ariel Israel
3Leumit Health Services, Research Institute, Tel Aviv, Israel
5School of Medicine, Tel Aviv University, Tel Aviv, Israel
MD
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Shlomo Vinker
3Leumit Health Services, Research Institute, Tel Aviv, Israel
5School of Medicine, Tel Aviv University, Tel Aviv, Israel
MD
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Adam J. Rose
1Braun School of Public Health and Community Medicine, Faculty of Medicine, Hebrew University of Jerusalem, Jerusalem, Israel
MD, MSc
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    Figure 1.

    Main Characteristics of Staff Contributing to More Regular Follow-Up and Continuity of Care of Patients With Chronic Conditions

Tables

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    Table 1.

    Characteristics of Participants of the 12 Clinics

    Staff membersDoctorsNursesAdministrative staffPharmacistsTotal
    Gender
       Male11-  5319
       Female  41210127
    Settings
       Low TR  9  7  9227
       High TR  6  5  6219
    Locality
       Jewish city/town10  7  9430
       Arab city/town  5  56-16
    Seniority
       <10 yrs  5  4413
       >10 yrs10  811433
    Total151215446
    • TR = temporal regularity.

    • View popup
    Table 2.

    Relationship Aspects Among Staff Members and Between Patients and Staff

    General themeSelected quotesSource/high- or low-TR clinic
    Close staff relationshipsOur staff is very special. You will not meet many like us. We have amazing interpersonal relationships between us.
    We see each other every day. We think highly of each other. We are like a family. We are very close.
    Nurse/high-TR clinic
    Administrator/high-TR clinic
    “Flat” relationships
    Teamwork/complementing each other’s work
    We (staff members) believe in joint work. We have the same thinking.
    There are patients who relate more to me, there are those who relate to the nurse, and those who relate to the doctor. The doctor will tell me what the patient said because it was easier for him to communicate with the doctor. This could happen to me or the nurse, and then we process with each other.
    There is a list for patients with performance levels, we are less involved, it is for the nurse and the doctor
    Administrator/high-TR clinic
    Administrator/high-TR clinic
    Administrator/low-TR clinic
    Peaceful approach toward challenging patientsI tell him (patient), “I know you were busy.” I do not tell him, “We made an appointment, and you didn’t come, you are irresponsible.” I would never tell a patient that he is irresponsible…I tell him no problem, all is well, let’s make a new appointment.
    We (doctor and patient) greet each other. We talk and laugh about a joke to clear the air. Then I tell him you need to do this test and so on, and it is in your best interest. We try to convince him.
    Administrator/high-TR clinic
    PCP/high-TR clinic
    • PCP = primary care physician; TR = temporal regularity.

    • View popup
    Table 3.

    The 4-Step Model of Follow-Up at the High-TR Clinics

    StepsSelected quotesSource/high- or low-TR clinic
    Step I: Administrative staff prepares the “no show” list and contacts patients who did not proceed with recommended treatmentsIf they (patients) do not show for a week or two, we see their name on the “no show” list and call again. We do not give up.Administrator/high-TR clinic
    We ask for the report (no show list) and we can see who came and who did not. This huge job is done by the administrator.PCP/high-TR clinic
    They (doctor and nurse) do not ask me to follow up with patients. The doctor is responsible and he follows. (Clinic Administrator)Administrator/low-TR clinic
    The doctors are the ones who reach out to patients to explain to them. I can explain administrative things but that is it. (Clinic Administrator)Administrator/low-TR clinic
    Step II: The nurse reaches out to patients who did not follow-up after the administrator had contacted themIt is called perseverance. You take responsibility for patients, and you continue calling.Nurse/high-TR clinic
    Usually, I nag the patients until they come in. There are patients who do not respond first so I need to nag them several times until they show up.Nurse/high-TR clinic
    Step III: The PCP contacts patients who still had not followed-upMost patients will respond positively to my request; if they do not follow through after the nurse has tried, they will think, well the doctor bothered calling so let’s try to follow his recommendations.PCP/high-TR clinic
    The doctor has more influence on the patient. When the doctor tells the patient that he needs him to do this and that and come back, well there is a lot of respect for the doctor, so he (patient) will not say no to the doctor. They respect me too, but with the doctor it is different.Administrator/high-TR clinic
    I (doctor) prepare the list. I will ask the nurse to follow up. If she contacts the patient the same day, she gets back to me about when he can come in.PCP/low-TR clinic
    Step IV: The social worker/family member reaches out to patients who still did not follow-upThe doctor will try to do what is needed. But sometimes you need to do more, so you ask the social workers to intervene. Especially when there are financial difficulties.PCP/high-TR clinic
    I had a patient who did not buy the medications, it turned out that he had financial problems, so we involved a social worker and now he receives the medications regularly.Nurse/high-TR clinic
    If the patient is married, I always ask him to come with his wife. Usually, the wife is the one to handle things.Nurse/high-TR clinic
    • PCP = primary care physician; TR = temporal regularity.

Additional Files

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  • SUPPLEMENTAL DATA IN PDF FILE BELOW

    • Khazen_Supp_Table.pdf -

      PDF file

  • VISUAL ABSTRACT IN PDF FILE BELOW

    • Khazen_VA_Final.pdf -

      PDF file

  • PLAIN-LANGUAGE SUMMARY

    Original Research    

    Shared Decision Making Among Primary Care Clinic Staff and Family Involvement Improves Follow-Up for Chronic Patients

    Background and Goal: Regular follow-up visits are critical for managing chronic conditions, yet some primary care clinics achieve higher visit regularity than others. This study aimed to identify specific strategies used by high-performing clinics to promote consistent follow-up visits for adults with chronic conditions​.

    Study Approach:This qualitative study used semi-structured interviews with 15 primary care physicians, 12 nurses, 15 administrative staff, and 4 pharmacists from 12 clinics—half with high temporal regularity (patients attending follow-ups consistently) and half with low temporal regularity, identifying strategies that helped high–temporal regularity clinics maintain regular chronic care visits​.

    Main Results: Clinics with high temporal regularity shared key teamwork strategies that distinguished them from low–temporal regularity clinics:                

    • Close working relationships with less hierarchical staff structures  where every team member is part of the decision-making process 

    • Staff members described a clear system to ensure follow-up for “no show” patients, beginning with administrative staff reaching out to patients and ending with recruiting the help of patients’ family members 

    •  Additional innovative strategies, including routine staff meetings, adaptive workflows, assisting patients with bureaucracy, informal communication channels, and consulting social workers    

    Why It Matters:This study highlights how team-based strategies—including structured follow-up systems, proactive patient outreach, and interdisciplinary collaboration—can improve regular follow-up for patients with chronic conditions. 

    Teamwork Among Primary Care Staff to Achieve Regular Follow-Up of Chronic Patients 

    Maram Khazen, PhD, et al                

    Braun School of Public Health and Community Medicine, Faculty of Medicine, Hebrew University of Jerusalem, Jerusalem, Israel            

    Department of Health Systems Management, the Max Stern Yezreel Valley College, Jezreel Valley, Israel 

    Visual Abstract:




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The Annals of Family Medicine: 23 (2)
The Annals of Family Medicine: 23 (2)
Vol. 23, Issue 2
Mar/April 2025
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Teamwork Among Primary Care Staff to Achieve Regular Follow-Up of Chronic Patients
Maram Khazen, Ligat Shalev, Avivit Golan-Cohen, Eugene Merzon, Ariel Israel, Shlomo Vinker, Adam J. Rose
The Annals of Family Medicine Mar 2025, 23 (2) 100-107; DOI: 10.1370/afm.240176

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Teamwork Among Primary Care Staff to Achieve Regular Follow-Up of Chronic Patients
Maram Khazen, Ligat Shalev, Avivit Golan-Cohen, Eugene Merzon, Ariel Israel, Shlomo Vinker, Adam J. Rose
The Annals of Family Medicine Mar 2025, 23 (2) 100-107; DOI: 10.1370/afm.240176
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Subjects

  • Domains of illness & health:
    • Chronic illness
  • Methods:
    • Qualitative methods
  • Other research types:
    • Health services
  • Core values of primary care:
    • Continuity
    • Coordination / integration of care

Keywords

  • regular follow-up
  • primary care settings
  • teamwork
  • health care staff dynamics
  • patients with chronic conditions

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