Sanderson, D., Braganza, S., Philips, K., Chodon, T., Whiskey, R., Bernard, P., Rich, A., & Fiori, K. (2021). "Increasing Warm Handoffs: Optimizing Community Based Referrals in Primary Care Using QI Methodology". Journal of primary care & community health, 12, 21501327211023883. https://doi.org/10.1177/21501327211023883
Intervention Components (click on component to see a list of all articles that use that intervention): Communication Tools, Office Systems Assessments and Implementation Training, Expert Feedback Using the Plan-Do-Study-Act-Tool,
Intervention Description: The intervention description in the study "Increasing Warm Handoffs: Optimizing Community Based Referrals in Primary Care Using QI Methodology" included several key components aimed at improving the warm handoff process and referral workflow. Some of the interventions implemented during the study period are as follows:
1. Dedicating CHW Space: The study involved dedicating space near providers for Community Health Workers (CHWs) and creating electronic CHW schedules and warm handoff blocks.
2. Improving Communication: Efforts were made to improve communication with providers using email and huddle reminders, as well as posting informative signs in exam rooms to facilitate the warm handoff process.
3. Workflow Enhancements: Workflow enhancements were implemented, including the creation of warm handoff blocks in the electronic medical record (EMR) and the CHW's schedule, as well as the co-location of CHWs with pediatricians for a specified period each week.
4. Regular Updates and Reminders: Monthly update emails were sent to the entire clinic staff, providing program data, workflow reminders, and success stories of patients who were referred to community resources. Additionally, workflow reminders were placed in exam rooms to prompt and enable providers to conduct warm handoffs.
5. Leadership Engagement: Leadership buy-in to the workflow changes was emphasized, and monthly emails were used to keep providers and staff updated on the screening and referral workflow and improvement initiatives. Success stories of patients who connected with a referral resource were shared to positively reinforce referral behavior.
These interventions were part of the Plan-Do-Study-Act (PDSA) cycles performed during the study and were aimed at optimizing the warm handoff process and increasing the effectiveness of referrals for patients with unmet social needs.
Intervention Results: Using quality improvement (QI) methods our pediatric clinic worked to increase the warm handoff rate between Community Health Workers (CHWs) and patients with unmet social needs. CHW warm handoff rates increased two-fold over the intervention period. Our results illustrate that QI methods can be used to optimize workflows to increase warm handoffs with CHWs.
Conclusion: Yes, the study reported statistically significant findings related to the impact of the interventions on increasing warm handoffs with Community Health Workers (CHWs) and improving the referral process for patients with unmet social needs. Specifically, the study found the following statistically significant results:
1. CHW Referral Rate: The study reported a significantly higher referral rate in the intervention period compared to the baseline period (P = 0.03).
2. Warm Handoff Rate: The study found a statistically significant increase in the warm handoff rate between families requesting assistance with unmet social needs and CHWs over the intervention period compared to the baseline period (P < 0.001).
These statistically significant findings indicate that the quality improvement (QI) interventions implemented during the study had a significant impact on increasing the warm handoff rate and improving the referral process for patients with unmet social needs.
Study Design: The study design used in the research article is a quality improvement (QI) project. The study aimed to optimize community-based referrals in primary care using QI methodology. The authors used Plan-Do-Study-Act (PDSA) cycles to test and implement interventions aimed at increasing the warm handoff rate between patients with unmet social needs requesting assistance and Community Health Workers (CHWs). The study used a pre-post design, comparing the baseline period to the intervention period, to evaluate the effectiveness of the interventions. The study did not use a randomized controlled trial (RCT) design, which is commonly used in clinical research to evaluate the effectiveness of interventions.
Setting: The setting for the study was a pediatric clinic affiliated with the Albert Einstein College of Medicine and Montefiore Medical Group in Bronx, NY, USA. The study took place at an academic-affiliated Federally Qualified Health Center (FQHC) where providers and residents are accustomed to partaking in Quality Improvement (QI) and research projects. The clinic served underserved communities and aimed to optimize community-based referrals in primary care using QI methodology.
Population of Focus: The target audience for the study includes healthcare professionals, particularly those working in pediatric primary care settings, as well as professionals involved in community health and social services. Additionally, individuals and organizations involved in quality improvement initiatives within healthcare settings may also find the study relevant. The findings and recommendations of the study are likely to be of interest to practitioners, researchers, and policymakers seeking to improve social needs screening and referral programs, especially in underserved communities.
Sample Size: The sample size for the study was not explicitly mentioned in the provided excerpts. However, the study reported that a total of 3100 patients were screened for social needs in the baseline period, and 6278 patients were screened in the intervention period. Additionally, the study mentioned that 527 patients (8.4%) were referred to a Community Health Worker (CHW) in the intervention period. While the specific sample size for the intervention group was not provided, the study's findings were based on the outcomes observed during the intervention period involving the referred patients.
Age Range: The provided excerpts from the study "Increasing Warm Handoffs: Optimizing Community Based Referrals in Primary Care Using QI Methodology" did not explicitly mention the specific age range of the study participants. However, based on the context of the study, which focused on pediatric care and addressing the social needs of families, it can be inferred that the study likely involved children and their families. The study primarily focused on the impact of warm handoffs and referrals in a pediatric clinic, indicating that the age range of the study participants likely encompassed children and possibly their caregivers or family members.
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