Creating a Clinic-Community Liaison Role in Primary Care: Engaging Patients and Community in Health Care Innovation

Completed

• Conditions: Patient Engagement; Community Integration
• Interventions: Behavioral: Patient clinical encounters with Community Resource Specialist (CRS)

• Registration Number: NCT02286193
• Lead Sponsor: Kaiser Permanente

Brief Summary

This project will engage patients and health care teams to develop, implement, and rigorously evaluate a new lay health worker role (Community Resource Specialist, CRS) for primary care teams. The CRS will link patients and healthcare clinics with community resources.

Detailed Description

Patients are served best when multiple organizations work together to meet healthcare needs. In the Chronic Care Model, community resources supplement productive interactions between patients and care teams. However, healthcare delivery systems and health research have given relatively little attention to the model's community features. This project engages patients in designing a primary care community liaison role (Community Resource Specialist, CRS) connecting patients to clinic and community resources that support chronic disease prevention and management. The CRS role will enhance primary care by better integrating community resources into patient care.

The proposed design effort will:

* develop tools and work processes that promote meaningful patient engagement in creating a CRS concept and role

* integrate the CRS role into primary care teams

* assess effects of this role on patient-centered outcomes.

The patient engagement process will use principles from Lean, a quality improvement method, to engage all primary care stakeholders, particularly patients and clinical staff. The project will integrate community resources into the patient-centered medical home model of Group Health, a nonprofit healthcare system that provides coverage and care.

The project will enhance patient resources and options for managing and preventing chronic illness and improve patient-centered outcomes.

The project's specific aims are:

* Aim 1: Develop, implement, and evaluate new methods to involve patients intensively in care design. The investigators will create processes and tools to select and train participants and facilitate their productive contributions to care design. The investigators will document the approach's benefits and challenges using qualitative and quantitative data.

* Aim 2: Design and pilot a new CRS role for primary care teams. Robust engagement of patients in designing this new primary care team role will result in innovative, patient-centered solutions. The investigators will pilot this service at three clinics. The aim of the new service is to help patients more readily access the healthcare and community resources they need for preventing and treating chronic disease. The CRS also may help educate clinic staff about available community resources and increase the primary care team's use of holistic approaches to health.

* Aim 3: Evaluate the design and efficacy of the CRS. The investigators will conduct both formative and outcome evaluations of the CRS role.

Study Timeline

• Study Start: 2013-03
• Study First Submitted: 2014-11-05
• Study First Submitted QC: 2014-11-05
• Study First Posted: 2014-11-07
• Primary Completion: 2016-03
• Study Completion: 2016-03
• Results First Submitted: 2016-07-26
• Results First Submitted QC: 2016-07-26
• Results First Posted: 2016-09-07
• Status Verified: 2017-10
• Last Update Submitted: 2017-10-11
• Last Update Posted: 2017-11-13

Recruitment & Eligibility

• Status: COMPLETED
• Sex: All
• Target Recruitment: 418

Inclusion Criteria

• Enrolled at Group Health Cooperative, Seattle, Washington, in one of three pilot primary care clinics
• Referred or self-referred to the CRS for connection to community resources to support health goals

Exclusion Criteria

• Not enrolled at Group Health
• Not enrolled in one of the pilot clinics

Study & Design

• Study Type: OBSERVATIONAL
• Study Design: Not specified

Arm && Interventions

Group	Intervention	Description
Patients presenting to Community Resource Specialist (CRS)	Patient clinical encounters with Community Resource Specialist (CRS)	Primary care patients who are referred or self-refer to the CRS for education and linkage to community resources that can help support health goals

Primary Outcome Measures

Name	Time	Method
Number of Participants Receiving a Resource for Community Services	3 months	Number of patients who completed at least one visit with the CRS and were given a referral for at least one resource, service, or organization. This was assessed by abstraction and coding of CRS documentation in the medical record.

Secondary Outcome Measures

Name	Time	Method
Number of Participants Setting a Goal With Their CRS	3 months	Number of patients who completed at least one visit with the CRS and set a specific action-based goal with their CRS. Patients could meet with the CRS and receive referrals to resources without setting specific action-based goals. This was assessed by abstraction and coding of CRS documentation in the medical record.