Table 2.

Recruitment and data collection procedures in the two studies.

	Caring Hearts Study	Keystone Beacon Community (KBC) Project
Participant pool	Eligible patients scheduled for outpatient cardiology clinic visit (N=31) Eligible patients enrolled in another study who agreed to contact from other studies (N=32)	• Eligible patients who had received case management. The survey had an intervention and control group. The control group consisted of eligible patients who had been discharged from a hospital not participating in the project (and therefore did not receive KBC case management)
Recruitment approach	Research team screens medical record for eligibility. Potential participants contacted by phone to explain study; recruitment proceeds if interested; appointment scheduled. Recruited individuals briefed and consented at first appointment. Multiple attempts made to reach individuals for recruitment and in case of no-show. Reminder phone calls prior to appointment date; mailed reminders by request.	Interviews and focus groups: based on inclusion criteria, clerical staff called the patients at home and asked whether the patient was willing to participate in the study Survey: all eligible patients who had been discharged from the hospital in the past week received a (paper & pencil) survey, with stamped return envelope. Patients were sent three reminders
Privacy and confidentiality issues	Written consent forms. Separate video consent and release form with option to have face blurred. Medical record data kept separate from personal identifiers.	Interviews and focus groups: clerical staff at the health insurance organization recruited the patients. Researchers only received an alias, and (if necessary for home interview) an address. Surveys were completed anonymously
Data collection settings	Outpatient clinic or office Patient's or family member's home.	Focus groups: in hospital and clinic meeting rooms Interviews: at home and via phone Survey: in home
Targets of data collected	Health: general and cardiovascular Health behavior (self-care, adherence) Personal routines, habits Living situation, home and community environment Barriers to self-care Self-care resources, strategies Demographics	Health Health behavior (self-care) Perceptions of case management Perceptions of hospital stay Demographics (survey only)
Participant incentives	Up to $65US mailed check. Gift card in lieu of check, upon request.	• Focus group and interview participants received a $25 gift card; survey respondents did not receive an incentive.
Data capture	• Audio-recording, video-recording (if permitted), and written notes	Observation (field) and debriefing notes Audio-recordings Paper-and-pencil surveys