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Research ArticleOriginal Research

Patient-Entered Wellness Data and Tailored Electronic Recommendations Increase Preventive Care

Julie Foucher-Urcuyo, David Longworth, Michael Roizen, Bo Hu and Michael B. Rothberg
The Journal of the American Board of Family Medicine May 2017, 30 (3) 350-361; DOI: https://doi.org/10.3122/jabfm.2017.03.160231
Julie Foucher-Urcuyo
From the Lerner College of Medicine (JF-U), the Wellness Institute (MR), the Department of Internal Medicine and Medicine Institute Center for Value-Based Care Research (MBR), and Quantitative Health Science (BH), Cleveland Clinic, Cleveland, Ohio; and the Division of Primary Care, Lahey Health, Burlington, MA (DL).
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David Longworth
From the Lerner College of Medicine (JF-U), the Wellness Institute (MR), the Department of Internal Medicine and Medicine Institute Center for Value-Based Care Research (MBR), and Quantitative Health Science (BH), Cleveland Clinic, Cleveland, Ohio; and the Division of Primary Care, Lahey Health, Burlington, MA (DL).
MD
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Michael Roizen
From the Lerner College of Medicine (JF-U), the Wellness Institute (MR), the Department of Internal Medicine and Medicine Institute Center for Value-Based Care Research (MBR), and Quantitative Health Science (BH), Cleveland Clinic, Cleveland, Ohio; and the Division of Primary Care, Lahey Health, Burlington, MA (DL).
MD
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Bo Hu
From the Lerner College of Medicine (JF-U), the Wellness Institute (MR), the Department of Internal Medicine and Medicine Institute Center for Value-Based Care Research (MBR), and Quantitative Health Science (BH), Cleveland Clinic, Cleveland, Ohio; and the Division of Primary Care, Lahey Health, Burlington, MA (DL).
PhD
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Michael B. Rothberg
From the Lerner College of Medicine (JF-U), the Wellness Institute (MR), the Department of Internal Medicine and Medicine Institute Center for Value-Based Care Research (MBR), and Quantitative Health Science (BH), Cleveland Clinic, Cleveland, Ohio; and the Division of Primary Care, Lahey Health, Burlington, MA (DL).
MD, MPH
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Article Figures & Data

Figures

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  • Figure 1.
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    Figure 1.

    Integrated Wellness Tool (IWT) provider electronic medical record interface. This interface may be viewed in the electronic medical record by providers after patients have completed the IWT. Risk scores are displayed for each wellness area, allowing providers to focus on those areas with the highest risk during the patient encounter. Providers may review and adjust patients' individual answers to the questionnaires and mark each area as “reviewed” using this interface. All patients automatically receive informational handouts tailored to their risk score in each wellness area. BMI, body mass index; COPD, Chronic Obstructive Pulmonary Disease.

  • Figure 2.
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    Figure 2.

    Patient risk by wellness category, captured using the Integrated Wellness Tool (IWT). Risk scores are determined by patient responses to IWT questionnaires during the pilot (June 25 to September 4, 2013). Total responses for the various questionnaires were 702 for chronic obstructive pulmonary disease (COPD), 839 for nutrition, 805 for stress, 825 for exercise, 789 for depression, 734 for insomnia, and 621 for sleep apnea.

Tables

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    Table 1.

    Characteristics of Patients Who Participated in the Integrated Wellness Tool (IWT) Pilot and Matched Comparison Encounters

    Comparison GroupIWT Pilot
    Pre* (n = 863)Post† (n = 863)P ValuePre* (n = 863)Post† (n = 863)P Value
    Age, years (mean ± SD)60.7 ± 15.560.7 ± 16.6.9557.7 ± 16.860.7 ± 14.9<.01
    Sex.96.10
        Female566 (65.6)565 (65.5)551 (65.9)583 (67.6)
        Male297 (34.4)298 (34.5)312 (36.2)280 (32.4)
    Race.42.39
        Black59 (6.8)61 (7.1)71 (8.2)60 (7.0)
        White762 (88.3)771 (89.3)756 (87.6)774 (89.7)
        Other42 (4.9)31 (3.6)36 (4.2)29 (3.4)
    Ethnicity.80.59
        Hispanic8 (0.9)10 (1.2)2 (0.2)1 (0.1)
        Not Hispanic836 (96.9)831 (96.3)836 (96.9)842 (97.6)
        Other/unknown19 (2.2)22 (2.6)25 (2.9)20 (2.3)
    BMI, kg/m2 (mean ± SD)29.8 ± 7.029.0 ± 7.0.0228.5 ± 6.228.9 ± 6.3.19
    Smoking status.88.37
        Current71 (8.2)70 (8.1)61 (7.1)70 (8.1)
        Former302 (35.0)312 (36.2)326 (37.8)306 (35.5)
        Never490 (56.8)481 (55.7)474 (54.9)487 (56.4)
        Never assessed0 (0)0 (0)2 (0.2)0 (0)
    Comorbidities
        Type 2 diabetes197 (22.8)201 (23.3).82156 (18.1)183 (21.2).10
        Hypertension523 (60.6)521 (60.4).92486 (56.3)530 (61.4).03
        COPD62 (7.2)66 (7.7).7156 (6.5)72 (8.3).14
        Sleep apnea206 (23.9)203 (23.5).87122 (14.1)176 (20.4)<.01
        Insomnia28 (3.2)22 (2.6).3919 (2.2)23 (2.7).53
        Anxiety212 (24.6)201 (23.3).53199 (23.1)200 (23.2).95
        Depression214 (24.8)226 (26.2).51213 (24.7)236 (27.4).21
        Cardiovascular disease273 (31.6)269 (31.2).84239 (27.7)277 (32.1).05
    • Data are n (%) unless otherwise indicated.

    • ↵* Patients from encounters matched to Integrated Wellness Tool (IWT) pilot encounters from the same practice (IWT pilot) and comparison practices (comparison group) that took place between February 11 and April 24, 2013.

    • ↵† Patients from IWT pilot encounters (IWT pilot) and matched comparison encounters (comparison group) that took place between June 25 and September 4, 2013.

    • COPD, chronic obstructive pulmonary disease; SD, standard deviation; BMI, body mass index.

    • View popup
    Table 2.

    Frequency of Order Placement by Primary Care Providers During the Integrated Wellness Tool Pilot and from Matched Comparison Groups

    OrderComparison GroupIWT Pilot
    Pre*Post†P ValuePre*Post†P Value
    Breathing (COPD)
        Spirometry3 (0.4)3 (0.4).6615 (1.7)51 (5.9)<.01
        Consult to smoking cessation1 (0.1)2 (0.2).504 (0.5)21 (2.4)<.01
        Smoking cessation drug order4 (0.5)8 (0.9).1911 (1.3)10 (1.2).91
        Albuterol order18 (0.2)9 (1.0).0815 (1.7)14 (1.6).97
    Nutrition
        Consult to Go! Foods For You2 (0.2)1 (0.1).8812 (1.4)21 (2.4).04
        Consult to nutrition therapy7 (0.8)4 (0.5).8917 (2.0)23 (2.7).30
    Stress
        Consult to Stress Free Now!0 (0)1 (0.1).508 (0.9)47 (5.5)<.01
        Consult to integrative medicine0 (0)1 (0.1).500 (0)2 (0.2)1.00
    Exercise
        Consult to lifestyle medicine0 (0)0 (0)—0 (0)21 (2.4)<.01
    Depression
        Consult to psychology7 (0.8)12 (1.4).259 (1.0)20 (2.3).04
        Consult to psychiatry4 (0.5)9 (1.0).136 (0.7)14 (1.6).07
        Antidepressant drug order38 (1.5)46 (5.3).3734 (3.9)62 (7.2).01
    Insomnia
        Consult to Go! To Sleep0 (0)0 (0)—6 (0.7)18 (2.1).01
        Consult to behavioral sleep medicine
            Group0 (0)0 (0)—0 (0)1 (0.1)1.00
            Individual0 (0)0 (0)—0 (0)2 (0.2)1.00
        Insomnia drug order8 (1.5)13 (4.4).276 (0.7)19 (2.2).01
    Sleep apnea
        Polysomnogram11 (1.3)13 (1.5).6811 (1.3)54 (6.3)<.01
        Consult to sleep medicine2 (0.2)5 (0.6).236 (0.7)8 (0.9).76
    • Data are no. of encounters with order (percentage of 863 total encounters per group), unless otherwise indicated. All comparisons were adjusted for age and sleep apnea, hypertension, and cardiovascular disease status.

    • COPD, chronic obstructive pulmonary disease; IWT, Integrated Wellness Tool.

    • ↵* Number of patients whose risk score prompted the order using the Integrated Wellness Tool.

    • ↵† Percentage values are the proportions of the totals.

    • View popup
    Table 3.

    Order Placement and Follow-Through for Patients with Elevated Integrated Wellness Tool Risk Scores, By Wellness Area

    TestCompleted Questionnaires, nAt Risk,* n (%)OrderPlaced, n (%)†Completed n (%)†
    Smoking86370 (8)Smoking cessation21 (30)
    Prescription5 (7)
    COPD70298 (14)Albuterol4 (4)
    Spirometry31 (32)18 (58)
    Nutrition839749 (89)Go! Foods For You22 (3)
    Nutrition therapy22 (3)6 (27)
    Stress805428 (53)Stress Free Now40 (9)
    Integrative medicine2 (0.5)0 (0)
    Exercise825280 (34)Lifestyle medicine14 (5)1 (7)
    Depression789175 (22)Psychology17 (10)2 (12)
    Psychiatry11 (6)1 (9)
    Prescription29 (17)
    Insomnia73479 (11)Behavioral sleep medicine (group)1 (1)0 (0)
    Behavioral sleep medicine (individual)2 (3)0 (0)
    Go! To Sleep8 (6)
    Prescription4 (6)
    Sleep apnea621166 (27)Sleep medicine3 (2)0 (0)
    Polysomnography42 (25)13 (31)
    • ↵* Number of patients whose risk score prompted the order using the Integrated Wellness Tool.

    • ↵† Percentage values are the proportions of the totals.

    • COPD, chronic obstructive pulmonary disease.

  • Nutrition Questionnaire

    Do you read ingredient labels to avoid added sugars and syrups before deciding on an item?
        All the time0
        Most of the time1
        Some of the time4
        Never7
    How many servings (1 serving is approximately 1 handful) of fruits and vegetables do you eat a day, on average? Do not count juice or dried fruits.
        0–17
        2–33
        ≥40
    Do you avoid saturated fat? (Saturated fat is found in all 4-legged animal products [eg, cows/pigs], 2-legged animal skin [eg, chickens], and packaged or baked foods with butter, margarine, lard, palm, coconut, or cottonseed oils.)
        All of the time0
        Most of the time2
        Some of the time5
        Never7
    How many servings (1 serving is approximately 1 handful) of processed meat do you eat in a typical week (items include bacon, sausage, ham, hot dogs, deli meats, and others)?
        1–21
        3–44
        ≥58
    When eating grains such as rice, bread, cereal, and pasta, what percentage of them are 100% whole grain?
        None7
        Some5
        Most3
        All0
    How many days a week do you eat breakfast?
        0–17
        26
        35
        44
        53
        62
        71
    How many days a week do you eat fried foods or foods with partially hydrogenated oils (think margarine, cookies, cake, crackers)?
        0–10
        2–34
        4–66
    BMI (kg/m2)*
        19–27A
        <19B
        >27-31C
        >31-35D
        >35E
    Scoring for eating habits
        Good
            Score: 0–10 and BMI in category A
            Smartset recommendations: consult to GO! Foods for You, Good Eating Habits educational handout
        Fair
            Score: 11–20 and BMI in category A or <20 and BMI in category B or C
            Smartset recommendations: consult to nutrition therapy, consult to GO! Foods for You, Fair Eating Habits educational handout
        Poor
            Score: >20 and BMI in any category or >1 and BMI in category D or E
            Smartset recommendations: consult to nutrition therapy, consult to GO! Foods for You, Poor Eating Habits educational handout
    • ↵* Body mass index (BMI) data from the electronic medical record.

  • Placement of Orders Recommended by the Integrated Wellness Tool, by Reviewed Status

    ReviewedNot ReviewedP Value
    Smoking
        Consult to smoking cessation19 (43)2 (8).01
        Smoking cessation prescription3 (7)2 (8).74
    COPD
        Spirometry29 (41)2 (7)<.01
        Albuterol prescription4 (6)0 (0).25
    Nutrition
        Consult to Go! Foods For You22 (4)0 (0)<.01
        Consult to nutrition therapy18 (4)4 (2).15
    Stress
        Consult to Stress Free Now47 (8)0 (0)<.01
        Consult to integrative medicine2 (1)0 (0).46
    Exercise
        Consult to lifestyle medicine13 (7)1 (1).03
    Depression
        Consult to psychology17 (15)0 (0)<.01
        Consult to psychiatry10 (9)1 (2).07
        Antidepressant prescription*19 (16)10 (17).92
    Insomnia
        Consult to Go! To Sleep16 (8)0 (0).03
        Consult to behavioral sleep medicine
            Group1 (2)0 (0).68
            Individual2 (4)0 (0).46
        Insomnia prescription*4 (7)0 (0).21
    Sleep apnea
        Polysomnography41 (36)1 (2)<.01
        Consult to sleep medicine3 (3)0 (0).33
    • Data are n (%) unless otherwise indicated. Percentage values are the proportions of orders placed among those recommended by the Integrated Wellness Tool (IWT) that had been marked as reviewed/not reviewed by the provider using the IWT electronic medical record interface.

    • ↵* Not included in Integrated Wellness Tool order recommendations.

    • COPD, chronic obstructive pulmonary disease.

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The Journal of the American Board of Family     Medicine: 30 (3)
The Journal of the American Board of Family Medicine
Vol. 30, Issue 3
May-June 2017
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Patient-Entered Wellness Data and Tailored Electronic Recommendations Increase Preventive Care
Julie Foucher-Urcuyo, David Longworth, Michael Roizen, Bo Hu, Michael B. Rothberg
The Journal of the American Board of Family Medicine May 2017, 30 (3) 350-361; DOI: 10.3122/jabfm.2017.03.160231

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Patient-Entered Wellness Data and Tailored Electronic Recommendations Increase Preventive Care
Julie Foucher-Urcuyo, David Longworth, Michael Roizen, Bo Hu, Michael B. Rothberg
The Journal of the American Board of Family Medicine May 2017, 30 (3) 350-361; DOI: 10.3122/jabfm.2017.03.160231
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