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Research ArticleOriginal Research

Management of Test Results in Family Medicine Offices

Nancy C. Elder, Timothy R. McEwen, John M. Flach and Jennie J. Gallimore
The Annals of Family Medicine July 2009, 7 (4) 343-351; DOI: https://doi.org/10.1370/afm.961
Nancy C. Elder
MD
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Timothy R. McEwen
MS
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John M. Flach
PhD
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Jennie J. Gallimore
PhD
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  • Figure 1.
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    Figure 1.

    Results management steps and specific tasks.

    EHR=electronic health record; lab=laboratory; Pap=Papanicolaou.

Tables

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    Table 1.

    Characteristics of Participant Family Medicine Offices

    CharacteristicOffice AOffice BOffice COffice D
    a Contracts with outside phlebotomy, receptionist, and health system billing.
    LocationRuralSuburbanUrbanSuburban
    Clinicians, n
        Full-time4127
        Resident12000
        Part-Time0326
        Total164413
    Women clinicians, n8237
    African-American clinicians, n1010
    Staff, n
        Full-time161923
        Part-time4002
        Total201a925
    Patient-payer mix, %
        Ensured35472450
        Medicare30474145
        Medicaid251170
        Self-pay101185
    Residency practiceYesNoNoNo
    Electronic health recordNoYesNoNo
    Outside laboratories used, n2212
    • View popup
    Table 2.

    Summary of Results From Study Visits, Patient Survey, and Chart Audit

    DescriptionOffice AOffice BOffice COffice D
    a Tracking, results return to office, results to physician.
    b Results return to office, results to physician, physician signature.
    c Results return to office.
    Number of results management steps performed in an office that are regularly adhered to, No. (%)3/8 (37.5)a3/8 (37.5)b3/8 (37.5)a1/8 (12.5)c
    Number of result management steps for which written protocols exist, No. (%)2/8 (25)0/8 (0)3/8 (37.5)0/8 (0)
    Patient survey to assess laboratory testing notification and understanding
    Participants
        Survey response rate, No. (%)27/41 (66)8/17 (47)9/19 (47)19/31 (61)
        Women, %81.362.567.089.0
        Mean age, y58.850.850.448.0
    Were you told what laboratory tests were being ordered? Yes/total returned, No. (%)26/27 (96)8/8 (100)9/9 (100)18/19 (95)
    Have you received the results of the laboratory test? Yes/total returned, No. (%)27/27 (100)7/8 (87.5)9/9 (100)17/19 (89)
    Were you given any instructions, advice or information about your test results? Yes/total returned, No. (%)18/27 (66)5/8 (62.5)8/9 (89)14/19 (74)
    Chart audit to assess documentation of orders, results, and documentation
    Is there a test result in the chart for every order? Yes/number of tests ordered, No. (%)26/30 (87)55/57 (96)29/36 (81)37/41 (90)
    Are the results located in the appropriate place in the chart yes/number of results, No. (%)29/31 (81)55/55 (100)29/30 (94)44/44 (100)
    Is there a clinician signature on each result? Yes/number of results, No. (%)28/31 (90)55/55 (100)26/30 (87)34/44 (77)
    Is there documentation in the chart of the clinician’s response to the result? Yes/number of results. No. (%)26/31 (84)45/55 (82)14/30 (47)33/44 (75)
    Is there documentation that the patient was notified? Yes/number of results, No. (%)18/31 (58)47/55 (85)23/30 (77)35/44 (80)
    Is there documentation that advice, recommendations or information were given to the patient about abnormal results? Yes/number of abnormal results, No. (%)5/15 (30)23/42 (55)5/18 (28)11/27 (41)
    • View popup
    Table 3.

    Office Performance of Tasks in the 2 Test Results Management Safety Themes, Safety Awareness and Technological Adoption

    Themes and Safety FactorsObserved Behaviors in Office Sites for Each FactorOffice Sites Where Behaviors Were Observed
    EHR=electronic health record.
    a Technology automatically performs a task or requires user to perform a task to move forward.
    Safety awareness
    LeadershipLeadership often speaks out on safety and quality; backs up words with actionsA
    Leadership occasionally speaks out on safety and quality; occasionally backs up words with actionsB, C
    Leadership rarely speaks out on safety and quality; rarely backs up words with actionsD
    CommunicationCommunication between staff, physicians, and management sometimes occurs often around patient safety and quality, but communication occasionally lacks respect or timeliness; it uses only written and verbal strategiesA, B, C
    Communication between staff, physicians, management, and patients rarely occurs around patient safety and quality and is at times disrespectful and untimely; it uses only written and verbal strategiesD
    TeamworkTeamwork between staff, physicians, and leadership is present in certain areas and tasksA, B, C
    Teamwork between staff, physicians, and leadership is spotty, occurring only occasionally in certain areas and tasksD
    Protocols and proceduresProcedures and protocols exist for some results management steps, are occasionally evaluated and revised as neededA, C
    Procedures and protocols do not exist for results management stepsB, D
    Adoption of technology
    EHR/computer technologyNo EHR; office computer systems exist for billing, scheduling, and for additional tasks in results managementA, C
    EHR exists and incorporates billing, scheduling, and additional tasks in office management or care of patientsB
    No EHR; computer systems exist for billing and scheduling onlyD
    Digital connectionsDigital connection between 1 office computer to the hospital laboratory for order entry and to a different computer for radiology result retrievalA
    EHR is digitally connected to major laboratory and radiology center for results retrieval onlyB
    Digital connection between 1 office computer to the laboratory for order entry only and between 1 office computer and hospital for radiology results onlyC
    Digital connection between 1 office computer to the laboratory for order entry onlyD
    Patient communicationNo electronic communication with patients and no electronic generation of patient communication materialsA, C, D
    EHR generates paper communication for patients with test resultsB
    Forcing functionsaNo computer technology automatically performs or monitors results management stepsA, C, D
    Return of results is only automatic/forced step in EHR; others (tracking, signatures, patient notification), but must be regularly performed or monitored by staff or physiciansB

Additional Files

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  • The Article in Brief

    Management of Test Results in Family Medicine Offices

    Nancy C. Elder , and colleagues

    Background The management of laboratory test results in primary care offices is an important element of care quality. This study set out to determine and describe components of quality management of test results in primary care practices.

    What This Study Found Among 4 family practices studied, 2 offices had written protocols or procedures; no office consistently had or followed office-wide results management practices. Most patients surveyed acknowledged receiving their test results, but fewer medical records documented patient notification, clinician response to the result, and follow-up for abnormal results. An office's level of safety awareness and appropriate adoption of technology were important factors in quality results management.

    Implications

    • The degree to which primary care offices are aware of safety and appropriately adopt technology are important factors in high-quality test results management and in designing systems that for higher quality of care.
    • Because of the complexity of managing test results, multiple aspects of the process must be evaluated to determine quality.
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The Annals of Family Medicine: 7 (4)
The Annals of Family Medicine: 7 (4)
Vol. 7, Issue 4
1 Jul 2009
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Management of Test Results in Family Medicine Offices
Nancy C. Elder, Timothy R. McEwen, John M. Flach, Jennie J. Gallimore
The Annals of Family Medicine Jul 2009, 7 (4) 343-351; DOI: 10.1370/afm.961

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Management of Test Results in Family Medicine Offices
Nancy C. Elder, Timothy R. McEwen, John M. Flach, Jennie J. Gallimore
The Annals of Family Medicine Jul 2009, 7 (4) 343-351; DOI: 10.1370/afm.961
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