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Research ArticleOriginal Research

Clinical Reminders Designed and Implemented Using Cognitive and Organizational Science Principles Decrease Reminder Fatigue

Lee A. Green, Donald Nease and Michael S. Klinkman
The Journal of the American Board of Family Medicine May 2015, 28 (3) 351-359; DOI: https://doi.org/10.3122/jabfm.2015.03.140243
Lee A. Green
From the Department of Family Medicine, University of Alberta, Edmonton, Alberta, Canada (LAG); the Department of Family Medicine, University of Colorado—Denver, Aurora (DN); and the Department of Family Medicine, University of Michigan, Ann Arbor (MSK).
MD, MPH
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Donald Nease Jr.
From the Department of Family Medicine, University of Alberta, Edmonton, Alberta, Canada (LAG); the Department of Family Medicine, University of Colorado—Denver, Aurora (DN); and the Department of Family Medicine, University of Michigan, Ann Arbor (MSK).
MD
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Michael S. Klinkman
From the Department of Family Medicine, University of Alberta, Edmonton, Alberta, Canada (LAG); the Department of Family Medicine, University of Colorado—Denver, Aurora (DN); and the Department of Family Medicine, University of Michigan, Ann Arbor (MSK).
MD, MS
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  • Article
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Article Figures & Data

Figures

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  • Figure 1.
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    Figure 1.

    Printed version of the reminder form.

  • Figure 2.
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    Figure 2.

    Number of encounters with varying numbers of reminders.

  • Figure 3.
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    Figure 3.

    Reminder response rates by time.

Tables

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    Table 1. Core Principles of Reminders
    Design principles
    • Reminders must be simple action items, one line only. Absolutely no background, reference, or persuasive material should ever be included. Educating clinicians about and convincing them of the value of the services to be reminded about must take place off line, not in the time-pressured, information-saturated clinic environment.

    • Multiple response options must be offered. Clinicians should not have to spend time or effort determining how to handle the reminder itself, but focus only on its targeted service. Clinicians must be able to document patient refusal and designate individual patients as not candidates when appropriate.

    • “False alarms” must be aggressively minimized. They damage the system's credibility, and sorting valid from invalid reminders further adds to cognitive burden. Therefore billing diagnoses should not be used to drive reminders; rather, a clinician-verified problem list should be kept for each patient. Data from as many systems as possible should be imported to capture services provided and avoid triggering reminders for services already provided. Patient preference (refusal) and noncandidate status must suppress reminders (eg, do not issue irrelevant reminders for cervical cytology screening for patients who have had hysterectomies for benign disease).

    • The system must fit flexibly into the workflows of diverse physicians and teams. Different clinicians place their “windows of opportunity” for attending to additional information stimuli in different places within the visit structure and must accommodate the variable whereabouts of other team members. Some information may be handled outside of the visit, as well. Disrupting task structuring, such as with a “forcing function”20,21 approach requiring a response at a specific time and preventing other work until a response is made, should be avoided.

    Implementation principles
    • Support for the system as a whole, and for each new set of reminders to be added, must be gained before reminders are activated.

    • Reminders must address quality goals determined by clinicians in a group process. Reminders do not address cost-cutting measures or administratively imposed objectives.

    • Physicians and teams must be able to adapt the system to their own uses, which may not be foreseen by the design team.

    • Resources to make responding to reminders feasible in busy clinics must be in place before reminders are activated (eg, clinical support staff should be trained and have time allocated to educate patients with asthma and work out asthma action plans with them before initiating reminding for asthma action plans). Implementation may need to involve team members who are not directly part of visit workflows.

    • View popup
    Table 2. Reminders Implemented
    Screening and prevention
        Mammography
        Colorectal cancer screening
        Colorectal surveillance for high-risk patients
        Influenza immunization (elders, chronic disease)
        Pneumococcal immunization (elders, chronic disease)
        Lead level screening, children
        HPV vaccine, adolescents
        Tdap vaccine, adolescents
        Meningococcal vaccine
        Papanicolaou test (interval corresponding to risk level)
        Document smoking status
        Smoking cessation counseling (if smoking on problem list)
        Discuss prostate cancer screening
    Disease management
        Diabetes
            Eye examination
            Foot examination
            Microalbuminuria testing
            A1C testing
            A1C out of goal range, consider management change
            Moderate-dose statin
            Fasting lipid profile
            LDL out of goal range, consider management change
            ACE/ARB (if microalbuminuria or renal disease)
        Coronary heart disease
            Aspirin
            β-Blocker
            Statin
            Fasting lipid profile
            LDL out of goal range, consider management change
        Hypertension (BP out of goal range, consider management change)
        Heart failure
            Measure ejection fraction
            ACE/ARB (if EF <40%)
            β-Blocker (if EF <40%)
        Asthma
            Inhaled steroid (persistent asthma only)
            Asthma action plan
    • ACE, angiotensin-converting enzyme; ARB, angiotensin receptor blocker; BP, blood pressure; EF, ejection fraction; HPV, human papillomavirus; LDL, low-density lipoprotein.

    • View popup
    Table 3. Patient Characteristics
    Sex
        Male32,404
        Female49,555
    Age (years)
        0–96,539
        10–196,388
        20–2912,198
        30–3915,060
        40–4915,216
        50–5912,734
        60–697,843
        70–793,292
        80–891,942
        ≥90747
    • View popup
    Table 4. Logistic Regression Model Results
    VariableOdds Ratio95% Confidence Interval
    Months since CRS launch1.0051.0050–1.0058
    Number of clinical problems1.171.1699–1.1755
    Number of prompts1.0131.01071–1.0149
    Age (years)1.0011.0008–1.0013
    Sex*0.6430.6283–0.6590
    Sex–months interaction1.0031.0029–1.0038
    • ↵* Female = 1; male = 0.

    • CRS, clinical reminder system.

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The Journal of the American Board of Family     Medicine: 28 (3)
The Journal of the American Board of Family Medicine
Vol. 28, Issue 3
May-June 2015
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Clinical Reminders Designed and Implemented Using Cognitive and Organizational Science Principles Decrease Reminder Fatigue
Lee A. Green, Donald Nease, Michael S. Klinkman
The Journal of the American Board of Family Medicine May 2015, 28 (3) 351-359; DOI: 10.3122/jabfm.2015.03.140243

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Clinical Reminders Designed and Implemented Using Cognitive and Organizational Science Principles Decrease Reminder Fatigue
Lee A. Green, Donald Nease, Michael S. Klinkman
The Journal of the American Board of Family Medicine May 2015, 28 (3) 351-359; DOI: 10.3122/jabfm.2015.03.140243
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Keywords

  • Clinical Decision Support Systems
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