Table 2.
Case 1 | Case 2 | Case 3 | Case 4 | |
---|---|---|---|---|
Geographic location |
Urban Southwest |
Urban Northeast |
Urban Midwest |
Semi-rural Pacific Northwest |
Hospital | Stand-alone primary care clinic affiliated with a large hospital | Primary care clinic focused on wellness embedded in a large hospital | Primary care clinic embedded in a large hospital | Stand-alone clinic offering primary care and mental health services affiliated with a small hospital |
PCMH teams in clinic studied |
5 PCMH teams Other staff: Social work Nutrition PharmD |
5 PCMH teams Other staff: Health coach Social work PharmD Acupuncture |
12 PCMH teams Other staff: Health coach RN care managers Social work Nutrition PharmD |
4 PCMH teams Other staff: PharmD Mental health Nutrition |
PHP workflow |
EHR template Structured assessment questions Referrals from pre-existing list |
3 questions to identify priorities for all patients Full plan for subset of patients by health coach Health coaching to execute plan |
Health coaching referrals to establish PHP and execute plan |
Worksheet completed at check-in Worksheet reviewed by team members Referrals from pre-existing list |
Involved team members |
Nursing assistant RN PCP |
PCP Health coach |
Health coach RN care manager |
Clerk Nursing assistant RN PCP Outside providers |
Primary responsibility | Shared across team | Health coach | Health coach | Clerk |
PHP plan dissemination |
Team: EHR Outside clinic: EHR consult or not shared |
Team: EHR, huddles (rarely) Outside clinic: EHR, phone |
Team: EHR, shared appointments Outside clinic: EHR |
Team: EHR, worksheet Outside team: EHR, shared clinic space |
EHR integration of PHP | PHP progress notes accessible to all staff | PHP progress notes accessible to all staff | PHP progress notes accessible to all staff and a link to the PHP on the home screen | PHP progress notes accessible to all staff |