RT Journal Article SR Electronic T1 Designing and Implementing an Electronic Health Record–Embedded Card Study in Primary Care: Methods and Considerations JF The Annals of Family Medicine JO Ann Fam Med FD American Academy of Family Physicians SP 348 OP 352 DO 10.1370/afm.2818 VO 20 IS 4 A1 Bunce, Arwen A1 Middendorf, Mary A1 Hoopes, Megan A1 Donovan, Jenna A1 Gold, Rachel YR 2022 UL http://www.annfammed.org/content/20/4/348.abstract AB Card studies—short surveys about the circumstances within which patients receive care—are traditionally completed on physical cards. We report on the development of an electronic health record (EHR)–embedded card study intended to decrease logistical challenges inherent to paper-based approaches, including distributing, tracking, and transferring the physical cards, as well as data entry and respondent prompts, while simultaneously decreasing the complexity for participants and facilitating rich analyses by linking to clinical and demographic data found in the EHR. Developing the EHR-based programming and data extraction was time consuming, required specialized expertise, and necessitated iteration to rectify issues encountered during implementation. Nonetheless, future EHR-embedded card studies will be able to replicate many of the same processes as informed by these results. Once built, the EHR-embedded card study simplified survey implementation for both the research team and clinic staff, resulting in research-quality data, the ability to link survey responses to relevant EHR data, and a 79% response rate. This detailed accounting of the development and implementation process, including issues encountered and addressed, might guide others in conducting EHR-embedded card studies.