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Research ArticleMethodology

Card Studies for Observational Research in Practice

John M. Westfall, Linda Zittleman, Elizabeth W. Staton, Bennett Parnes, Peter C. Smith, Linda J. Niebauer, Douglas H. Fernald, Javan Quintela, Rebecca F. Van Vorst, L. Miriam Dickinson and Wilson D. Pace
The Annals of Family Medicine January 2011, 9 (1) 63-68; DOI: https://doi.org/10.1370/afm.1199
John M. Westfall
MD, MPH
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Linda Zittleman
MSPH
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Elizabeth W. Staton
MS
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Bennett Parnes
MD
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Peter C. Smith
MD
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Linda J. Niebauer
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Douglas H. Fernald
MA
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Javan Quintela
BS
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Rebecca F. Van Vorst
MSPH
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L. Miriam Dickinson
PhD
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Wilson D. Pace
MD
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Article Figures & Data

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    Table 1.

    Sample of Card Studies in SNOCAP

    QuestionWho Completed Survey CardsNo. of PracticesNo. of CliniciansNo. of Cards Distributed
    DMII = type 2 diabetes mellitus; HbA1c = glycated hemoglobin; NA = not available; PBRN = practice-based research network: SNOCAP = State Networks of Colorado Ambulatory Practices and Partners.
    a Questions initiated by PBRN practicing clinician.
    Condition-specfic card study
    What factors influence changes in type 2 diabetes treatment?14,15Clinicians: card attached to all HbA1c laboratory results1988483
    What factors influence changes in blood pressure treatment in type 2 diabetes?16,aClinicians: card attached to all DMII patient visits26NA778
    To determine the adherence to Institute for Safe Medication Practices recommendations regarding sample provision in primary care17Site visit
 Clinicians and patients: when sample medications given out17NA585 (clinician)
 27 (patient)
    What are the primary reasons a pharmacy calls to clarify a prescription?18Nurses: after every pharmacy prescription clarification call22NA567
    What types of medical errors occur in ambulatory primary care?19,20Practice clinicians, nurses, or staff: anonymous or confidential cards33475708
    What are the presenting features of acanothosis nigricans?Physicians: using a personal digital assistant (PDA)220311
    Prevalence card study
    What is the impact of patient medication requests on the clinical encounter?21,aClinicians: card placed on every chart at time of visit221681,647
    What factors influence referral for Mental Health services? aClinicians: card placed on every chart at time of visit301701,693
    Description of clinical information missing at the time of visit22,aClinicians: card placed on every chart at time of visit322531,614
    What factors are associated with colorectal cancer screening in rural primary care?Clinicians 
 Nurses/staff 
 Patients2146
 63570 (patient)
    What factors are associated with colorectal cancer screening in rural primary care?Clinicians 
 Nurses/staff
 Patients4294
 118851 (patient)
    What is the prevalence of underinsurance in ambulatory primary care?23,aPatients: card given to every patient on day 137NA1,133
    Description of ambulatory care patients and encounters24,25Clinicians: card for every other patient until 100 completed7NA2,773
    Description of smoking identification and cessation activitiesSite visit
 Staff and clinicians
 Patients7NA465 (clinician)
 627 (patient)
    What are the current practices for screening women of reproductive age for alcohol abuse?Clinicians and nurses: clinician- and patient-linked cardsFunded, in development

Additional Files

  • Tables
  • Supplemental Appendixes & Figures

    Supplemental Appendix 1. Linked Data in Card Studies; Supplemental Figure 1. Practice-level data in a PBRN.; Supplemental Figure 2. Linking practice, clinician, and patient data in observational survey research.; Supplemental Figure 3. Linking physician and patient study cards.; Supplemental Figure 4. A novel approach to link patient and clinician data.; Supplemental Appendix 2. IRB and HIPAA for Card Studies;

    Files in this Data Supplement:

    • Supplemental data: Appendixes & Figures - PDF file, 8 pages, 254 KB
  • The Article in Brief

    Card Studies For Observational Research in Practice

    John M. Westfall , and colleagues

    Background The card study is a method for gathering data about primary care clinicians, patients, and their care. It is a type of brief survey completed by clinicians as they see patients. This article describes the research questions a card study can address, types of card studies, resources required, issues of human subjects protection and implementation, and future considerations for card study research.

    What This Study Found Card studies can be designed to study specific conditions or care (clinicians complete a card when they encounter patients who meet inclusion criteria) and to determine trends and prevalence of conditions (clinicians complete a card on all patients seen during a period). Data can be collected from both clinicians and patients and linked.

    Implications

    • Card studies remain a robust research tool for primary care practice-based research networks because they are inexpensive, flexible, standardized, customizable, and easy to develop and use.
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The Annals of Family Medicine: 9 (1)
The Annals of Family Medicine: 9 (1)
Vol. 9, Issue 1
1 Jan 2011
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Card Studies for Observational Research in Practice
John M. Westfall, Linda Zittleman, Elizabeth W. Staton, Bennett Parnes, Peter C. Smith, Linda J. Niebauer, Douglas H. Fernald, Javan Quintela, Rebecca F. Van Vorst, L. Miriam Dickinson, Wilson D. Pace
The Annals of Family Medicine Jan 2011, 9 (1) 63-68; DOI: 10.1370/afm.1199

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Card Studies for Observational Research in Practice
John M. Westfall, Linda Zittleman, Elizabeth W. Staton, Bennett Parnes, Peter C. Smith, Linda J. Niebauer, Douglas H. Fernald, Javan Quintela, Rebecca F. Van Vorst, L. Miriam Dickinson, Wilson D. Pace
The Annals of Family Medicine Jan 2011, 9 (1) 63-68; DOI: 10.1370/afm.1199
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  • Article
    • Abstract
    • INTRODUCTION
    • CONDITION-SPECIFIC AND PREVALENCE CARD STUDIES
    • RESEARCH QUESTIONS AND CARD STUDIES
    • IMPLEMENTING THE CARD STUDY IN PRACTICE
    • ANALYZING CARD STUDY DATA
    • TIMELINES AND COSTS OF CARD STUDIES
    • DISCUSSION
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  • Designing and Implementing an Electronic Health Record-Embedded Card Study in Primary Care: Methods and Considerations
  • Growing PEACHnet: Building a Practice-Based Research Network in Western Colorado
  • Process for Setting Research Priorities: A Case Study from the State Networks of Colorado Ambulatory Practices and Partners (SNOCAP) Consortium
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