Table 3.

Key phases, decisions, and actions in the My Own Health Report study

My Own Health Report phases	Decisions and actions to increase speed and enhance relevance
Funding and review of applications (2–3 months)	• Restricted eligibility to existing research networks • Short response time and rapid review process • Internal review and use of supplement funding • Stipulated agreement to use common measures
Collaborative planning and refinement phases (3–4 months)	• Decision to use intermediate implementation outcomes rather than ultimate outcomes • Utilized existing measures where possible and built on prior electronic health record measures work • Conducted small scale, rapid tests of automated tool and items • Engaged stakeholders (clinicians and patients) at multiple points • Gave authority to subgroups to make decisions (e.g., context assessment, automated tool components, patient surveys, and cost collection) • Worked with each clinic to adapt My Own Health Report to their setting, clinic flow, and patients
Patient recruitment and implementation phases (9–10 months)	• Webinar rapid training and biweekly collaborative calls • Responsive “core steering committee” • Adaptations made based on real-time data including weekly feedback on reach and survey completion • Modified recruitment and follow-up procedures
Plans for analyses and reporting (Ongoing)	• Initially outlined table shells and prioritized analyses • First analyses focused on feedback to participating clinics on reach and patient health behaviors • Commitment to transparent reporting on adaptations, variations across sites, and time