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. Author manuscript; available in PMC: 2020 Apr 1.
Published in final edited form as: Arthritis Care Res (Hoboken). 2019 Apr;71(4):461–470. doi: 10.1002/acr.23612

Connecting Rheumatology Patients to Primary Care for High Blood Pressure: Specialty clinic protocol improves follow-up and population blood pressures

Christie M Bartels 1, Edmond Ramly 2,3, Heather M Johnson 4, Diane R Lauver 5, Daniel J Panyard 6, Zhanhai Li 7, Emmanuel Sampene 7, Kristin Lewicki 8, Patrick E McBride 4
PMCID: PMC6274604  NIHMSID: NIHMS971945  PMID: 29856134

Abstract

Objective

Recognizing high blood pressure (BP) as the most prevalent cardiovascular risk factor in rheumatology patients and all adults, experts recommend clinic protocols to improve BP control. We aimed to adapt and implement a specialty clinic protocol, BP Connect, to improve timely primary care follow-up after high BPs in rheumatology clinics.

Methods

We examined BP Connect in a six-month pre- post- quasi-experimental design with 24-month follow-up in three academic rheumatology clinics. Medical assistants and nurses were trained to (1) check, re-measuring BPs ≥140/90, (2) advise, linking rheumatic and cardiovascular diseases, and (3) connect, timely (<4 weeks) primary care follow-up using protocolled electronic health record (EHR) orders. We used EHR data and multivariable logistic regression to examine the primary outcome of timely primary care follow-up for patients with in-network primary care. Staff surveys assessed perceptions. Interrupted time-series analysis examined sustainability and clinic population BP trends.

Results

Across both 4,683 pre-implementation and 689 post-implementation rheumatology visits with high BP, 2,789 (57%) were eligible for in-network primary care follow-up. Post-implementation, the odds of timely primary care BP follow-up doubled (OR 2.0, 95% CI 1.4–2.9). Median time to follow-up declined from 71 to 38 days. Moreover, rheumatology visits with high BP declined from 17% to 8% over 24-months, suggesting significant population-level declines (p<0.01).

Conclusion

Implementing the BP Connect specialty clinic protocol in rheumatology clinics improved timely follow-up and demonstrated reduced population-level high BP rates. Findings highlight a timely strategy to improve BP follow-up amid new guidelines and quality measures.


High blood pressure (BP) is the most prevalent and reversible cardiovascular disease (CVD) risk factor among all adults, (1) with even higher risk in rheumatology patients like those with rheumatoid arthritis (RA). (2, 3) Still, we reported that only 10% of eligible RA visits recommended follow-up of high BP (4) and that RA patients were less likely to have their hypertension diagnosed than peers meeting identical longitudinal BP thresholds. (5) Treating high BP in 11 at-risk patients could prevent one CVD event, (6) yet half of US adults with hypertension lack BP control. (7) To address this, many primary care clinics have used staff-led protocols, executed by nurses or medical assistants (MAs) during vital sign assessment, to improve BP control, (8) reduced variability, and save clinicians time. (9) However, BP protocols have not been adapted for rheumatology or other specialty clinics, which at over 423 million annual visits outpaced primary care visits in 2013. (10)

As of 2017, 24 specialties, including the American College of Rheumatology, endorsed screening and follow-up of high BP as a quality measure in the Medicare Merit-Based Incentive Payments System (MIPS #317). (11) Specifically, “timely BP follow-up,” defined as ≤ 4 weeks, (12) is relevant across specialties, and referral back to primary care for follow-up meets this MIPS quality measure. (11) We aimed to adapt an evidence-based primary care clinic protocol (8) for use by specialty staff to improve timely follow-up after high BPs in rheumatology clinics.

Our multidisciplinary team developed a specialty BP protocol intervention and implementation plan adapted for rheumatology nurses and medical assistants. (8, 1315) Based-upon the Chronic Care model (16) and Self-Regulation Theory, (14) we hypothesized that when supported by a protocol, staff and patients would acquire BP data, compare to norms, and take action to reach goals. A clinic rooming protocol empowers staff to work at the top of their licensure (17) by clarifying staff target behaviors, such as re-measuring high BPs and ordering primary care follow-up when confirmed high. Likewise, patients who receive clinic feedback on high BPs could follow-up with primary care, and regulate to improve antihypertensive medication adherence or lifestyle factors for BP control. We hypothesized that implementing a protocol would improve timely primary care follow-up after confirmed high BPs at rheumatology visits and potentially improve population trends versus usual care.

MATERIALS and METHODS

We evaluated pre-post implementation and clinic population outcomes of our specialty clinic BP protocol, named BP Connect, at three academic rheumatology clinics. We compared timely primary care BP follow-up and population-level rates of high BPs during the protocol project compared to pre-implementation usual care. For the study period, ≥140/90 mmHg (18) was the guideline-based high BP threshold for protocol steps and performance feedback, (19) although now ≥130/80 mmHg meets high BP definitions. (20) The Institutional Review Board (IRB) certified exemption and neither individual written consent nor full IRB approval was required for this standard of care improvement initiative, and certification included permission to publish.

Setting/Participants

The project occurred in three adult rheumatology specialty clinics within the tenth largest US academic multispecialty group. These three sites were in separate buildings with separate staff (MAs, nurses, and schedulers). We compared a baseline two-year period (January 2012–September 2014) to a staggered-start six-month intervention period (November 2014–June 2015). Outcomes were followed 24-months through 2016.

Intervention

The BP Connect specialty clinic protocol consisted of three steps: (1) check, (2) advise, and (3) connect, based upon successful primary care protocols. (8, 15) First, adult rheumatology visits with a BP ≥140/90 mmHg were eligible for protocol initiation with BP re-measurement checks. Next, if confirmed ≥140/90 mmHg, patients were eligible for brief advice regarding follow-up due to associations between BP, CVD, and rheumatic diseases. Finally, staff offered orders to connect patients to primary care follow-up. Specialty patients with in-network primary care were eligible for the primary endpoint of timely primary care follow-up (≤4 weeks). (12) Clinic schedulers directly scheduled in-network follow-up, while all patients were eligible for printed primary care follow-up recommendations. Staff cues and patient eligibility were automated within the electronic health record (EHR; Health Link [Epic Systems Corporation; Verona, WI]). For comparison, we examined visits with a BP ≥140/90 mmHg in the same clinics two years before implementation.

Primary Outcome and Process Measures

Process measures compared the three BP Connect steps (1) re-measurement checks, (2) educational advice, and (3) primary care follow-up connection offers across eligible visits. The primary outcome measure was timely follow-up with primary care within four weeks among patients with confirmed high BPs and in-network primary care. Pre- and post-implementation rates were compared among those eligible for timely in-network primary care follow-up to assure capture in our dataset. Additional analyses examined sustainability of improved follow-up in multivariable models and monthly clinic population-level rates of high BPs over 24-months before and after implementation.

Implementation Methods

BP Connect was supported by an evidence-based implementation package. (21, 22) We used four evidence-based implementation strategies (23): (a) engage, (b) educate, (c) remind, and (d) feedback. First, we engaged nursing staff and leadership using presentations and focus groups. Second, we educated staff on high BP including links between rheumatologic diseases and CVD risk and steps of the protocol. Next, we reminded staff of the BP Connect steps using EHR decision support alerts. Last, we fed back performance data to individual staff through brief monthly audit and feedback.

Staff Engagement

We engaged rheumatology clinic nurses, MAs, and schedulers in co-designing and implementing the BP Connect specialty clinic protocol. We obtained broad buy-in and identified champions (24) at multiple levels through presentations to system leaders and clinic staff. Pre-implementation focus groups engaged staff as partners in designing the workflows and supporting materials such as patient brochures, electronic reminders, and staff talking points. Midpoint focus groups engaged staff in identifying clinic-specific barriers and sharing best practices.

Staff Education

First, an expert nurse educator offered a 45-minute didactic and skills training session with each of the three clinic staff groups. The session refreshed participants on the rationale for BP control in at-risk rheumatology patients, proper BP measurement, and the BP Connect protocol steps. Training content was driven by pre-implementation focus group recommendations from nurses and MAs. The nurse educator also observed each participants’ technique measuring BP on a peer, while other pairs practiced three scenarios with protocol talking points. On the first intervention day, we offered individual staff a 10-minute hands-on computer training to practice navigating the EHR alerts and steps. Each clinic received a manual, and a laminated reminder card with protocol steps was placed in each room.

Reminders to Staff

Co-designed electronic health record (EHR) tools and desktop brochures provided staff with reminders and talking points for the three BP Connect protocol steps. The initial EHR decision support alert triggered when clinic staff recorded a BP ≥140/90 prompting them to check, re-measuring the BP after three to five minutes. If BP was again ≥140/90, a second alert triggered. This prompted staff to advise the patient on rheumatology-specific high BP risk and to offer to connect timely follow-up in primary care. If the patient agreed, staff clicked the EHR protocolized order to send the scheduler follow-up orders or documented refusal. Upon checking out of clinic, the patient received assistance scheduling with their in-network primary care clinic if applicable, and all patients received printed follow-up recommendations.

Staff Feedback

A team member (CB) provided staff with four monthly one-on-one performance feedback sessions during the six-month intervention period. Sessions included participatory audit, feedback, and action planning with individual nurses and MAs based upon a Cochrane review and evidence on audit and feedback. (19, 25) These brief sessions were designed to support staff needs for relationship, autonomy, and competence consistent with Self Determination Theory. (26) Staff were offered a choice to discuss how things were going or view their data first. They were shown individual data, clinic data, and anonymized peer data regarding re-measurement and follow-up orders. Individuals were then asked to set goals for the following month, and to identify a plan to reach new goals in light of challenges they identified. Sessions averaged seven minutes each during months 2–5, with monthly individual feedback emails thereafter.

Data Sources

We used pre- post-implementation EHR data to assess timely primary care follow-up after rheumatology visits with high BPs among patients with an in-network primary care provider. EHR data also provided patient-level covariate data. The same data were used to generate monthly audit-feedback reports. Time study (27) provided baseline workflows and pre- post-implementation data, and staff completed a 14-item post-implementation survey.

Measures and Covariates

We used the RE-AIM framework, (28) common to evaluating health intervention implementations, to define measures for Reach, Effectiveness, Adoption, Implementation, and Maintenance. We assessed protocol initiation checks re-measuring high BPs, and connection offers for BP follow-up referrals. We also measured the proportion of accepted referrals. Our primary outcome was timely primary care follow-up using a national definition for timely follow-up within four weeks. (12) We examined maintenance over 24 months including these process measures, outcomes, and population-level blood pressure trends.

Covariates

We used EHR data to establish baseline patient-level control variables defined over the year prior to the index visit with high BP. Covariates included patient sociodemographics such as age, gender, race, marital status, tobacco history, and ever receiving Medicaid status was used as a socioeconomic marker. Composite comorbidity was calculated using the Johns Hopkins Adjusted Clinical Groups (ACG) System (version 10), (29) and baseline healthcare utilization included counts of visits the year prior to the rheumatology index visit with high BP. The model also included the clinic where the index visit occurred. We used published algorithms reviewing inpatient and outpatient encounters prior to the index visit date for International Classification of Diseases codes to control for baseline rheumatoid arthritis, (30) hypertension (codes (31) or antihypertensive medications), cardiovascular disease (myocardial infarction, ischemic heart disease, heart failure, peripheral vascular disease, or transient ischemic attack or stroke), (3235) diabetes mellitus, (36) and chronic kidney disease. (37)

Statistical Analysis

To compare pre- and post-implementation, we calculated p-values using two-sample t-test for numeric variables and chi-squared tests for categorical data. To examine our primary endpoint, we performed multivariable logistic regression to estimate the odds ratio and 95% confidence interval (OR, 95%CI) of timely primary care follow-up during the intensive 6 month implentation period versus the 2 years before implementation, while controlling for baseline socio-demographics, comorbidities, utilization, year and clinic. These analyses were executed for primary care follow-up for those with in-network providers. Given the visit-level structure of the dataset, we used robust estimates of variance for conservative interpretation. A sensitivity analysis with clustering by individual did not change results. A priori we planned an as treated (AKA per protocol, including only patients in whom the protocol was initiated as indicated by re-measurement) analysis for this pragmatic design, (38) although we also performed intention to treat analysis. Intention to Treat included all those eligible for re-measurement, regardless of whether it occurred, unless BP was re-measured and normalized. We estimated that 239 eligible pre-implementation and 239 post-implementation visits would offer 80% power to demonstrate a timely follow-up increase from baseline 33% to 45% with a two-sided test at p<0.05 significance. Secondary analysis examined any timely follow-up at either primary care or a specialty clinic. Kaplan-Meier analysis was used to compare time to primary care follow-up after high BP visits between pre- and post-implementation visits among those with in-network primary care. Last, we used interrupted time series regression with Newey-West standard errors to compare clinic-wide population level-BP trends in the two years before and two years after implementation. Dataset construction and final analysis were performed using SAS version 9.4 (Cary, NC).

RESULTS

The primary analysis compared 689 intensive six-month post-implementation visits to 4,683 two year pre-implementation visits, all with BPs ≥140/90 mmHg (Figure 1). Overall, patient visits were comparable before and during intervention (Table 1). There was one year difference in mean age between groups and a lower mean number of visits in the intervention period. In both groups, 57% had in-network primary care; after exclusion due to normal second BP or lack of in-network primary care, 2,789 encounters were eligible for primary outcome assessment.

Figure 1.

Figure 1

Flow diagram of project design and inclusion.

Table 1.

Description of visit-level patient characteristics pre- and post-implementation

Visits with High Blood Pressure Measurement (n=5372 visits)
Pre-implementation visits n=4683
n (%)
Protocol eligible visits n=689
n (%)
pa
Age, years (mean, SD) 59.1 (14.1) 60.4 (13.6) 0.03
18–39 390 (8.3) 43 (6.2) 0.02
40–59 1949 (41.6) 261 (37.9)
60–79 1981 (42.3) 332 (48.2)
≥80 363 (7.8) 53 (7.7)
Gender Female 3105 (66.3) 458 (66.5) 0.93
Race White 4210 (90.5) 604 (88.6) 0.26
Black 261 (5.6) 47 (6.9)
Other 179 (3.9) 31 (4.6)
Language English 4637 (99) 685 (99.4) 0.31
Non-English 46 (1) 4 (0.6)
Married/Partnered 2714 (58.1) 416 (60.5) 0.37
Single 1046 (22.4) 152 (22.1)
Separated/divorced/widowed 913 (19.5) 120 (17.4)
Medicaid (Ever) 572 (12.2) 81 (11.8) 0.73
Tobacco Never 2287 (49.8) 333 (49.5) 0.6
Current 474 (10.3) 70 (10.4)
Quit 1797 (39.2) 262 (38.9)
Passive 32 (0.7) 8 (1.2)
BMI quartile (mean, SD) 32.3 (8.3) 31.6 (8.0) 0.054
Underweight-Normal 865 (19.0) 139 (20.5) 0.42
Overweight 1210 (26.5) 187 (27.6)
Obese 2487 (54.5) 352 (51.9)
BASELINE COMORBIDITIES AND UTILIZATION
Rheumatoid Arthritis 1414 (30.2) 224 (32.5) 0.22
Hypertension 3078 (65.7) 464 (67.3) 0.40
Cardiovascular disease 1165 (24.9) 181 (26.3) 0.43
Diabetes mellitus 800 (17.1) 114 (16.6) 0.73
Chronic kidney/ESRD 287 (6.1) 52 (7.6) 0.15
ACG Comorbidity score (mean, SD) 1.1 (0.8) 1.1 (0.9) 0.98
Mean Annual Ambulatory visits 7.6 (6.9) 6.8 (5.8) <0.01
Mean Annual PC visits 2.4 (3.3) 2.1 (2.6) <0.01
Mean Annual Rheumatology visits 2.1 (1.9) 1.9 (1.7) <0.01
In Network PC 2650 (56.9) 393 (57.3) 0.83
a

p-values calculated using a two-sample t-test for numeric variables & chi-square for categorical.

b

Abbreviations: ACG= Johns Hopkins Adjusted Clinical Groups Groups System; BMI=Body mass index; ESRD=End stage renal disease; PC= Primary care.

Process Measures

Compared to <1% of pre-implementation visits, >80% of eligible visits re-measured BP during intervention months 4–6. Over the entire six month post-implementation period, improvement was indicated by 60% re-measurement (p<0.001). After implementation, follow-up orders were offered to 77% of eligible patients (84% received either education or follow-up offered), in contrast to only 10% of visits even recommending follow-up in our prior published abstraction study from these clinics. (4) Protocol visit rooming averaged four minutes longer than baseline.

Primary Outcome

As hypothesized and shown in Table 2, more eligible patients received timely primary care follow-up following high BPs in rheumatology clinics during the intervention implementation compared to pre-implementation (42% vs 29%, p<0.001). Multivariable logistic regression showed that visits with protocol intervention had two-fold higher odds of timely primary care follow-up compared to pre-implementation, OR 2.04, 95% CI 1.42–2.92 (p<0.001) (Table 2). Sensitivity testing with intention to treat analysis remained significant (OR 1.50, 1.15–1.95). As predicted, virtually all pre-specified sub-groups benefited from the protocol. Notable improvements occured among those of black race and with prior CVD. Only overweight predicted slightly worse primary care follow-up. Overall, post-implementation, 57% of patients completed timely follow-up in either primary or specialty care versus 46.5% baseline (Adjusted OR 1.73, 1.20–2.49). Moreover, median time to BP follow-up decreased from 71 to 38 days post-implementation for those with protocol initiation (Figure 2), leading to a statistically significant difference in time to primary care follow-up (log-rank test, p < 0.001).

Table 2.

Odds (95% CI) of timely primary care follow-up after specialty visit with high blood pressure

Timely Primary Carea Follow-Up
Per Protocol (n=2789) Intent to Treat (n=3043)b

Unadjusted OR (95% CI) Adjusted ORc (95% CI) Adjusted ORc (95% CI)
Protocol 1.88 (1.33, 2.66) 2.04 (1.42, 2.92) 1.50 (1.15, 1.95)
Age 18–39 ref ref ref
40–59 0.91 (0.66, 1.27) 0.96 (0.67, 1.37) 0.99 (0.70, 1.41)
60–79 1.07 (0.77, 1.48) 1.09 (0.75, 1.59) 1.14 (0.79, 1.66)
≥80 1.42 (0.95, 2.12) 1.43 (0.89, 2.32) 1.41 (0.88, 2.25)
Gender (female) 1.16 (0.97, 1.39) 1.00 (0.82, 1.22) 1.01 (0.83, 1.22)
Race White ref ref
Black 2.25 (1.62, 3.13) 1.72 (1.18, 2.49) 1.60 (1.12, 2.28)
Other 1.32 (0.89, 1.95) 1.40 (0.93, 2.12) 1.30 (0.88, 1.93)
Married/Partnered ref ref
Single 1.17 (0.95, 1.44) 0.96 (0.77, 1.20) 0.91 (0.73, 1.14)
Separated/divorced 1.43 (1.16, 1.75) 1.02 (0.81, 1.29) 1.00 (0.80, 1.26)
Medicaid (Ever) 1.51 (1.18, 1.94) 1.26 (0.93, 1.70) 1.25 (0.93, 1.68)
Tobacco Never ref ref
Current 1.04 (0.77, 1.39) 1.05 (0.76, 1.44) 1.08 (0.80, 1.47)
Quit 1.17 (0.98, 1.39) 1.07 (0.89, 1.29) 1.05 (0.88, 1.25)
BMI Underweight/Normal ref ref
Overweight 0.73 (0.57, 0.94) 0.73 (0.56, 0.96) 0.76 (0.59, 0.98)
Obese 1.01 (0.81, 1.26) 1.01 (0.80, 1.28) 1.05 (0.83, 1.32)
BASELINE COMORBIDITIES AND UTILIZATION
Rheumatoid Arthritis 0.93 (0.78, 1.09) 0.87 (0.74, 1.06) 0.89 (0.75, 1.07)
Baseline Hypertension 1.37 (1.12, 1.67) 0.90 (0.72, 1.13) 0.95 (0.76, 1.18)
Cardiovascular disease 1.66 (1.40, 1.98) 1.28 (1.04, 1.58) 1.28 (1.04, 1.56)
Diabetes mellitus 1.61 (1.33, 1.96) 1.25 (0.99, 1.56) 1.23 (0.99, 1.53)
Chronic kidney/ESRD 1.47 (1.10, 1.95) 0.85 (0.59, 1.23) 0.81 (0.57, 1.16)
ACG Comorbidity 1.43 (1.30, 1.57) 1.12 (0.96, 1.29) 1.12 (0.97, 1.28)
Baseline Mean Annual Ambulatory visitsd 1.06 (1.04, 1.07) 1.04 (1.02, 1.05) 1.04 (1.03, 1.05)
a

Primary care follow-up analysis required an in network PC.

b

Intention to Treat included all those eligible for re-measurement, regardless of whether it occurred, unless BP was re-measured and normalized; As Treated included only patients in whom the protocol was initiated as indicated by re-measurement.

c

Models also included clinic; non-English primary language was insufficient for estimation.

d

Baseline Mean Ambulatory Visits indicates odds ratios per one visit increase.

Abbreviations: ACG= Johns Hopkins Adjusted Clinical Groups System; BMI=Body mass index; ESRD=End stage renal disease.

Figure 2. Kaplan-Meier survival curve to compare days to PC follow-up.

Figure 2

visits between pre- and post-implementation visits for patients with high BP and in-network PC (n=2650 pre-implementation visits; n=139 post-implementation visits with confirmed high BP). Median days to follow-up decreased from 71 to 38 days during the protocol period, log-rank test (p = 0.0003). Shading shows 95% confidence intervals.

Other Measures and Maintenance

This six-month project was limited by sample size, and no difference was noted in individual BP control within six months of the index visit when comparing those with protocol-confirmed high BP to pre-implementation (data not shown). Analysis of the primary endpoint over 24 months did show maintained improvement of timely primary care follow-up (adjusted OR 1.9, 1.4–2.5). Low rates of declined follow-up offers over the entire period (6–13%), suggested sound implementation fidelity.

Population Impact and Staff Perspectives

Finally, we examined the clinic population-level impact using interrupted time series analysis of BP trends in the two years before and two years after implementation. We compared the proportion of monthly rheumatology visits with initial high BPs before and during the intervention period. We observed an associated decline from a monthly mean of 17% visits having high BPs to a mean of 8% during the intervention period (p<0.001, Figure 3). Moreover, we observed a continued significant decrease in the post-implementation period (slope −0.15, CI −0.24, −0.05, p 0.03) through 24 months.

Figure 3. Interrupted time series graph.

Figure 3

of the percent of monthly rheumatology clinic visits with high blood pressures (BP) before and after protocol implementation. (n=56,394 visits; 28,109 pre- and 28,285 post-implementation) Average monthly rates of high BP decreased from 17% pre- to 8% post-implementation with a significant decline after implementation and continued improvement over time (p<0.003 and p=0.03).

Staff favorably reviewed the protocol on post-implentation surveys. Comparing their post-implementation to prior self-efficacy for BP care, 90% versus 20% reported being very or extremely confident in their ability to address high BPs. Rheumatology providers were pleased by favorable outcomes without additional burdens on them.

DISCUSSION

Our BP Connect protocol intervention significantly increased timely follow-up after high BP measurements in rheumatology clinics, doubling baseline rates of timely primary care follow-up. Moreover, using the clinic protocol strategy particularly benefited patients of black race or with prior CVD, consistent with evidence that protocol-driven strategies can reduce health disparities in CVD treatment and prevention. (39) Building upon the primary care hypertension protocol literature, (8) we added important features for specialty clinics including rheumatology staff co-design, rheumatology-targeted training, EHR alerts with talking points, cross-specialty follow-up orders, and participatory audit-feedback to facilitate behavior change and culture shift. We ultimately observed a significant population-level decline in clinic visits with high BPs, suggesting support for our approach to adapt BP protocols for use in rheumatology or other specialty clinics.

Our positive clinic intervention results contrast with a negative provider-focused educational EHR-reminder study for in rheumatology. (40) This contrast demonstrates the limits of education alone to change provider behavior, (41) and value of engaging clinic staff (42, 43) to systematically support primary care with population management using protcol-defined steps. Post-implementation, staff self-reported high feasibility and improved competence. (44, 45) Our evidence-based implementation strategies (23, 46) also support future dissemination.

These findings also have timely practice and policy relevance. Experts estimate that 31 million more Americans have high BP based on new guidelines, (20, 47) and 24 different medical specialties now report BP follow-up for MIPS quality. (48) Our baseline quality performance mirrored a nationwide rheumatology RISE registry mean, and our improvement would have moved us from the fifth to the ninth decile (10th being best) for MIPS quality performance. (49) Despite strong relative improvements and comparisons to national ACR RISE registry data, moderate timely follow-up post protocol might be explained by access limitations or patient preference. Although our median time to follow-up fell by 46% (71 days to 38 days), it was still outside our stated goal (<4 weeks, ≤ 28 days) which might have been due to primary care follow-up appointment availability or scheduling “around four weeks later.” Patient preference to avoid travel, time off work, or co-payments, and gaps in understanding the importance of timely follow-up might also explain results.

For rheumatology and other specialties, BP is a wise population health target given that it is measured at all visits and is the leading modifiable predictor of CVD. (1) When discussing the potential impact of wider dissemination of BP protocols, the former Centers for Disease Control and Prevention director stated “Nothing would save more lives.” (1, 9) Healthcare system leaders welcomed our specialty clinic protocol to improve group BP metrics. Primary care providers – who were previously penalized for patients deemed uncontrolled after specialty visits outside their clinics – also welcomed follow-up protocol interventions.

Despite strengths of our adaptation and implementation of an evidence-based BP protocol in rheumatology clinics, limitations must be considered. First, we used a pre-post comparison design without blinding or randomization. However, per Table 1, groups were comparable. Reduced annual visits in the post-implementation period would conservatively bias the outcome of timely follow-up toward the null. Moreover, blinding and patient-level randomization were not feasible because the intervention targeted the clinic staff. Use of a contemporaneous control clinic could have some advantages, and a future multisite trial could match or randomize clinics, which here was limited by the number of clinics. Likewise, although timing of changes and comparison with system-wide trends supported evidence of change specific to the protocol, one cannot exclude other system changes. While initial declines might have reflected improved BP measurement, a positive outcome in itself, ongoing declines after initial training offer further support that the BP Connect protocol was effective in improving primary care follow-up. Primary outcome analysis was limited to those with in-network primary care, but intention to treat analysis across the entire population remained significant and may have in fact underestimated timely out of network primary care follow-up. Notably, because this project predated publication of the MIPS measures, eligibility and outcomes were not identical to the BP follow-up measure, yet the project demonstrates a new evidence-base for future improvement interventions in rheumatology or other specialty clinics. (11) Lastly, this single center project with a predominantly white English-speaking population may not be directly generalizable, therefore future studies are planned to study protocol implementation with more diverse and vulnerable populations.

Currently we are implementing BP Connect in a rheumatology clinic in another healthcare system using our dissemination toolkit (hipxchange.org/BPConnectHealth). (50) The toolkit contains engagement and training materials, workflows, EHR build overviews, and audit-feedback tools. A future multisite study will examine the scalability and efficacy of the intervention on individual patient BP self-management and BP control, which were beyond the scope of this project.

Our findings highlight a timely population health strategy to improve guideline-based BP care and quality measures across rheumatology clinics and other specialties. The BP Connect protocol doubled rates of timely primary care follow-up after high BPs and we observed reduced population-level rates of visits with high BP, suggesting efficacy and feasibility for usual specialty clinic staff. Future studies should examine BP-Connect in other specialties and health systems, including its impact on BP control to reduce CVD risk across rheumatology and other specialty patients.

SIGNIFICANCE AND INNOVATIONS.

  • Engaging staff nurses and medical assistants with protocols to address high blood pressures (BP) is feasible, but had not been previously adapted for rheumatology clinics despite heightened CVD risk in rheumatology populations.

  • Following implementation of the BP protocol adapted for rheumatology staff, visits with high BP declined from 17% to 8% over 24-months, showing efficacy with a significant population-level decline.

  • Engaging rheumatology staff with BP protocols was an effective, evidence-based strategy to improve guideline concordant BP follow-up among at-risk rheumatology populations.

Acknowledgments

Sources of Funding: Portions of this project were funded in part by a grant from the University of Wisconsin (UW) Clinical and Translational Science Award (CTSA) and UW School of Medicine and Public Health’s Wisconsin Partnership Program, through the National Institutes of Health National Center for Advancing Translational Sciences (NIH NCATS grant UL1TR000427). Work also supported in part by peer-reviewed institutional grant funding from Independent Grants for Learning and Change (Pfizer; PI-Bartels). DJP was supported by an NHLBI training grant to the Interdisciplinary Training Program in Cardiovascular and Pulmonary Biostatistics (5T32HL083806-10) and an NLM Bio-Data Science Training Program (5T32LM012413-02). Funders played no role in the design, conduct, or interpretation of results. The manuscript content is solely the responsibility of the authors and does not necessarily represent the official views of the NIH.

Authors would like to thank the incredibly dedicated staff at UW Health and UW Rheumatology, Andrea Gilmore-Bykovskyi, PhD RN, for staff engagement and focus group data acquisition, Deb Dunham and Ben Schnapp for electronic health record tool development, Jill Lindwall for training support, Patrick Fergusson, Allie Ziegler, and Dave Beam for programming audit-feedback and analysis support, and Amanda Perez for supporting manuscript production.

Footnotes

These research results were presented in oral abstract presentations at the American College of Rheumatology Annual Meeting, Nov. 16, 2016 Washington DC [Arthritis & Rheumatology 2016; 68 (supplement 10)], poster at the American College of Rheumatology Annual Meeting, Nov. 6, 2017 San Diego CA, and an oral presentation at the 9th Annual Conference on the Science of Dissemination and Implementation in Health, National Institutes of Health and Academy Health. December 14–15, 2016, Washington, DC [Implementation Science 2017, 12(1):48 (S20)]. Findings otherwise have not been published previously.

Conflicts of Interest: CMB received peer-reviewed institutional grant funding from Independent Grants for Learning and Change (Pfizer) for research unrelated to products. Graduate student DJP was formerly employed by Epic Systems Corp. prior to participation. Funders played no role in the design, conduct, or interpretation of this project and manuscript content is solely the responsibility of the authors. All other authors declare no conflicts.

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