Table 2.

Clinic characteristics, implementation strategy, and interviewees

Clinic	Geographical location	Size*	Primary population	Implementation strategy	Interviewees
A	Urban	Large	Commercially insured	• Patient engagement toolkit • Patient engagement expert recording	• Clinic Manager • Primary care physicians (x2) • Physician Assistant (x2) • Certified Medical Assistant (X2) • Licensed Practical Nurse
B	Suburban	Small	Commercially insured	• Patient engagement toolkit • Live patient engagement session	• Primary care physician • Physician Assistant • Registered Nurse (x2) • Licensed Practical Nurse (x2) • X-Ray Technician
C	Suburban	Large	Commercially insured	• Patient engagement toolkit • Live patient engagement session	• Clinic Manager • Receptionist Manager • Primary care physicians (x2) • Registered Nurse • Certified Medical Assistant Clinic Coordinator • Certified Medical Assistant (x2) • Unit Clerk
D	Urban	Medium	Publicly insured	• Patient engagement toolkit • Patient engagement expert recording • QI coach	• Clinic Manager • Ambulatory QI Director • Primary care physician • Registered Nurse • Licensed Practical Nurse
E	Rural	Small	Publicly insured	• Patient engagement toolkit • Live patient engagement session	• Clinic Manager • Receptionist/Licensed Practical Nurse
F- 2 teams	Rural	Large	Publicly insured	• Patient engagement toolkit • Live patient engagement session • QI coach	• Clinic Manager • QI Administrative Assistant • Nursing Director • Primary care physician • Nurse Practitioner • Registered Nurse (x2) • Certified Medical Assistant (x2)
G	Urban	Large	Commercially insured	• Patient engagement toolkit • Live patient engagement session • QI coach	• Clinic Manager • Unit Clerk Supervisor • Primary care physician • Registered Nurse • Certified Medical Assistant • Unit Clerk

^*Size based on practice population: Large>10,000; Medium 5,000–9999; Small<5,000