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Research ArticleOriginal Research

Using Learning Teams for Reflective Adaptation (ULTRA): Insights From a Team-Based Change Management Strategy in Primary Care

Bijal A. Balasubramanian, Sabrina M. Chase, Paul A. Nutting, Deborah J. Cohen, Pamela A. Ohman Strickland, Jesse C. Crosson, William L. Miller, Benjamin F. Crabtree and ; the ULTRA Study Team
The Annals of Family Medicine September 2010, 8 (5) 425-432; DOI: https://doi.org/10.1370/afm.1159
Bijal A. Balasubramanian
MBBS, PhD
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Sabrina M. Chase
PhD
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Paul A. Nutting
MD, MPH
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Deborah J. Cohen
PhD
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Pamela A. Ohman Strickland
PhD
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Jesse C. Crosson
PhD
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William L. Miller
MD, MA
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Benjamin F. Crabtree
PhD
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    Table 1.

    Improvement Areas Addressed in RAP Meetings

    Types of Improvement AreasSpecific Issues Addressed in RAP Meetings
    EMR = electronic medical record; RAP = reflective adaptation process.
    Patient care–related areas
        Improve patient flowIncrease staff ability to schedule tests
    Front desk procedures
    Clinician time with patient
    Open access
        Improve patient access to practiceEncourage patients to see new clinicians
    Telephone system
    Referrals
    Prescription refills
    Call backs with test results
        Improve “interpersonal“ communication with patientsPatient surveys, patient satisfaction
    Patient education materials
        Clinical IssuesEducating staff about clinical processes (eg, eligibility
    for influenza vaccines)
        ChartingImproving chart documentation
    Chart organization and culling
    EMR implementation
    Practice improvement areas
        Staffing issuesTurnover
    Vacations
    Clinician style
    Clinical support staff
    Staff style
        Improve interpersonal staff communicationTeamwork
    Respectful interactions (bridging work “silos”)
    Improving communication between practice and hospital
        Improve workflow-related staff communicationCreating procedures manuals, communication logs
    Consistency in following protocols
    Creating job descriptions
        Improve leadership (more facilitative leadership style)Increase staff appreciation
    Better decision making
    Updating job descriptions
        Financial issuesImprove reimbursement

Additional Files

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  • The Article in Brief

    Using Learning Teams for Reflective Adaptation (ULTRA): Insights From a Team-Based Change Management Strategy in Primary Care

    Bijal A. Balasubramanian , and colleagues

    Background Changes in practice organization can contribute to improvements in health care processes and patient outcomes, but making practice-level change is complex. A study using facilitated practice improvement teams (called reflective adaptive process RAP teams) to enhance communication and decision making to improve adherence to multiple clinical guidelines failed to show significant clinical improvements. This study aimed to better understand the team-based collaborative change management strategies used and types of issues addressed by participants.

    What This Study Found Although primary care practices can successfully engage in facilitated team meetings (18 of 25 practices successfully convened improvement teams despite a history of not meeting regularly), they may choose not to spend the time focusing on guideline adherence. In this study, not a single practice focused on improving adherence to specific chronic disease guidelines during the meetings. Instead, when given a choice, RAP team members focused on patient care and practice improvement issues related to communication, access to care, and access to information, brainstorming solutions, and implementing changes to address these issues.

    Implications

    • The authors call for additional strategies to engage practice leaders, particularly physicians, and to target issues related to guideline adherence.
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The Annals of Family Medicine: 8 (5)
The Annals of Family Medicine: 8 (5)
Vol. 8, Issue 5
1 Sep 2010
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Using Learning Teams for Reflective Adaptation (ULTRA): Insights From a Team-Based Change Management Strategy in Primary Care
Bijal A. Balasubramanian, Sabrina M. Chase, Paul A. Nutting, Deborah J. Cohen, Pamela A. Ohman Strickland, Jesse C. Crosson, William L. Miller, Benjamin F. Crabtree
The Annals of Family Medicine Sep 2010, 8 (5) 425-432; DOI: 10.1370/afm.1159

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Using Learning Teams for Reflective Adaptation (ULTRA): Insights From a Team-Based Change Management Strategy in Primary Care
Bijal A. Balasubramanian, Sabrina M. Chase, Paul A. Nutting, Deborah J. Cohen, Pamela A. Ohman Strickland, Jesse C. Crosson, William L. Miller, Benjamin F. Crabtree
The Annals of Family Medicine Sep 2010, 8 (5) 425-432; DOI: 10.1370/afm.1159
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