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Research ArticleOriginal Research

Patient Safety in Primary Care: Conceptual Meanings to the Health Care Team and Patients

Alden Yuanhong Lai, Christina T. Yuan, Jill A. Marsteller, Susan M. Hannum, Elyse C. Lasser, JaAlah-Ai Heughan, Tyler Oberlander, Zackary D. Berger, Ayse P. Gurses, Hadi Kharrazi, Samantha I. Pitts, Sarah H. Scholle and Sydney M. Dy
The Journal of the American Board of Family Medicine September 2020, 33 (5) 754-764; DOI: https://doi.org/10.3122/jabfm.2020.05.200042
Alden Yuanhong Lai
From the Department of Public Health Policy and Management, New York University School of Global Public Health, New York City (AYL); Department of Health Policy and Management, Johns Hopkins Bloomberg School of Public Health, Baltimore (CTY, JAM, ECL, J-AH, APG, HK, SMD); Armstrong Institute for Patient Safety and Quality, Johns Hopkins School of Medicine, Baltimore (CTY, JAM, APG, SIP, SMD); Department of Anesthesiology and Critical Care Medicine, Johns Hopkins School of Medicine, Baltimore (CTY, JAM, APG); Department of Health, Behavior and Society, Johns Hopkins Bloomberg School of Public Health, Baltimore (SMH, ZDB); National Committee for Quality Assurance, Washington DC (TO, SHS); Division of General Internal Medicine, Johns Hopkins School of Medicine, Baltimore (ZDB, SIP, SMD); Division of Health Sciences Informatics, Johns Hopkins School of Medicine, Baltimore (APG, HK).
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Christina T. Yuan
From the Department of Public Health Policy and Management, New York University School of Global Public Health, New York City (AYL); Department of Health Policy and Management, Johns Hopkins Bloomberg School of Public Health, Baltimore (CTY, JAM, ECL, J-AH, APG, HK, SMD); Armstrong Institute for Patient Safety and Quality, Johns Hopkins School of Medicine, Baltimore (CTY, JAM, APG, SIP, SMD); Department of Anesthesiology and Critical Care Medicine, Johns Hopkins School of Medicine, Baltimore (CTY, JAM, APG); Department of Health, Behavior and Society, Johns Hopkins Bloomberg School of Public Health, Baltimore (SMH, ZDB); National Committee for Quality Assurance, Washington DC (TO, SHS); Division of General Internal Medicine, Johns Hopkins School of Medicine, Baltimore (ZDB, SIP, SMD); Division of Health Sciences Informatics, Johns Hopkins School of Medicine, Baltimore (APG, HK).
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Jill A. Marsteller
From the Department of Public Health Policy and Management, New York University School of Global Public Health, New York City (AYL); Department of Health Policy and Management, Johns Hopkins Bloomberg School of Public Health, Baltimore (CTY, JAM, ECL, J-AH, APG, HK, SMD); Armstrong Institute for Patient Safety and Quality, Johns Hopkins School of Medicine, Baltimore (CTY, JAM, APG, SIP, SMD); Department of Anesthesiology and Critical Care Medicine, Johns Hopkins School of Medicine, Baltimore (CTY, JAM, APG); Department of Health, Behavior and Society, Johns Hopkins Bloomberg School of Public Health, Baltimore (SMH, ZDB); National Committee for Quality Assurance, Washington DC (TO, SHS); Division of General Internal Medicine, Johns Hopkins School of Medicine, Baltimore (ZDB, SIP, SMD); Division of Health Sciences Informatics, Johns Hopkins School of Medicine, Baltimore (APG, HK).
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Susan M. Hannum
From the Department of Public Health Policy and Management, New York University School of Global Public Health, New York City (AYL); Department of Health Policy and Management, Johns Hopkins Bloomberg School of Public Health, Baltimore (CTY, JAM, ECL, J-AH, APG, HK, SMD); Armstrong Institute for Patient Safety and Quality, Johns Hopkins School of Medicine, Baltimore (CTY, JAM, APG, SIP, SMD); Department of Anesthesiology and Critical Care Medicine, Johns Hopkins School of Medicine, Baltimore (CTY, JAM, APG); Department of Health, Behavior and Society, Johns Hopkins Bloomberg School of Public Health, Baltimore (SMH, ZDB); National Committee for Quality Assurance, Washington DC (TO, SHS); Division of General Internal Medicine, Johns Hopkins School of Medicine, Baltimore (ZDB, SIP, SMD); Division of Health Sciences Informatics, Johns Hopkins School of Medicine, Baltimore (APG, HK).
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Elyse C. Lasser
From the Department of Public Health Policy and Management, New York University School of Global Public Health, New York City (AYL); Department of Health Policy and Management, Johns Hopkins Bloomberg School of Public Health, Baltimore (CTY, JAM, ECL, J-AH, APG, HK, SMD); Armstrong Institute for Patient Safety and Quality, Johns Hopkins School of Medicine, Baltimore (CTY, JAM, APG, SIP, SMD); Department of Anesthesiology and Critical Care Medicine, Johns Hopkins School of Medicine, Baltimore (CTY, JAM, APG); Department of Health, Behavior and Society, Johns Hopkins Bloomberg School of Public Health, Baltimore (SMH, ZDB); National Committee for Quality Assurance, Washington DC (TO, SHS); Division of General Internal Medicine, Johns Hopkins School of Medicine, Baltimore (ZDB, SIP, SMD); Division of Health Sciences Informatics, Johns Hopkins School of Medicine, Baltimore (APG, HK).
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JaAlah-Ai Heughan
From the Department of Public Health Policy and Management, New York University School of Global Public Health, New York City (AYL); Department of Health Policy and Management, Johns Hopkins Bloomberg School of Public Health, Baltimore (CTY, JAM, ECL, J-AH, APG, HK, SMD); Armstrong Institute for Patient Safety and Quality, Johns Hopkins School of Medicine, Baltimore (CTY, JAM, APG, SIP, SMD); Department of Anesthesiology and Critical Care Medicine, Johns Hopkins School of Medicine, Baltimore (CTY, JAM, APG); Department of Health, Behavior and Society, Johns Hopkins Bloomberg School of Public Health, Baltimore (SMH, ZDB); National Committee for Quality Assurance, Washington DC (TO, SHS); Division of General Internal Medicine, Johns Hopkins School of Medicine, Baltimore (ZDB, SIP, SMD); Division of Health Sciences Informatics, Johns Hopkins School of Medicine, Baltimore (APG, HK).
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Tyler Oberlander
From the Department of Public Health Policy and Management, New York University School of Global Public Health, New York City (AYL); Department of Health Policy and Management, Johns Hopkins Bloomberg School of Public Health, Baltimore (CTY, JAM, ECL, J-AH, APG, HK, SMD); Armstrong Institute for Patient Safety and Quality, Johns Hopkins School of Medicine, Baltimore (CTY, JAM, APG, SIP, SMD); Department of Anesthesiology and Critical Care Medicine, Johns Hopkins School of Medicine, Baltimore (CTY, JAM, APG); Department of Health, Behavior and Society, Johns Hopkins Bloomberg School of Public Health, Baltimore (SMH, ZDB); National Committee for Quality Assurance, Washington DC (TO, SHS); Division of General Internal Medicine, Johns Hopkins School of Medicine, Baltimore (ZDB, SIP, SMD); Division of Health Sciences Informatics, Johns Hopkins School of Medicine, Baltimore (APG, HK).
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Zackary D. Berger
From the Department of Public Health Policy and Management, New York University School of Global Public Health, New York City (AYL); Department of Health Policy and Management, Johns Hopkins Bloomberg School of Public Health, Baltimore (CTY, JAM, ECL, J-AH, APG, HK, SMD); Armstrong Institute for Patient Safety and Quality, Johns Hopkins School of Medicine, Baltimore (CTY, JAM, APG, SIP, SMD); Department of Anesthesiology and Critical Care Medicine, Johns Hopkins School of Medicine, Baltimore (CTY, JAM, APG); Department of Health, Behavior and Society, Johns Hopkins Bloomberg School of Public Health, Baltimore (SMH, ZDB); National Committee for Quality Assurance, Washington DC (TO, SHS); Division of General Internal Medicine, Johns Hopkins School of Medicine, Baltimore (ZDB, SIP, SMD); Division of Health Sciences Informatics, Johns Hopkins School of Medicine, Baltimore (APG, HK).
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Ayse P. Gurses
From the Department of Public Health Policy and Management, New York University School of Global Public Health, New York City (AYL); Department of Health Policy and Management, Johns Hopkins Bloomberg School of Public Health, Baltimore (CTY, JAM, ECL, J-AH, APG, HK, SMD); Armstrong Institute for Patient Safety and Quality, Johns Hopkins School of Medicine, Baltimore (CTY, JAM, APG, SIP, SMD); Department of Anesthesiology and Critical Care Medicine, Johns Hopkins School of Medicine, Baltimore (CTY, JAM, APG); Department of Health, Behavior and Society, Johns Hopkins Bloomberg School of Public Health, Baltimore (SMH, ZDB); National Committee for Quality Assurance, Washington DC (TO, SHS); Division of General Internal Medicine, Johns Hopkins School of Medicine, Baltimore (ZDB, SIP, SMD); Division of Health Sciences Informatics, Johns Hopkins School of Medicine, Baltimore (APG, HK).
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Hadi Kharrazi
From the Department of Public Health Policy and Management, New York University School of Global Public Health, New York City (AYL); Department of Health Policy and Management, Johns Hopkins Bloomberg School of Public Health, Baltimore (CTY, JAM, ECL, J-AH, APG, HK, SMD); Armstrong Institute for Patient Safety and Quality, Johns Hopkins School of Medicine, Baltimore (CTY, JAM, APG, SIP, SMD); Department of Anesthesiology and Critical Care Medicine, Johns Hopkins School of Medicine, Baltimore (CTY, JAM, APG); Department of Health, Behavior and Society, Johns Hopkins Bloomberg School of Public Health, Baltimore (SMH, ZDB); National Committee for Quality Assurance, Washington DC (TO, SHS); Division of General Internal Medicine, Johns Hopkins School of Medicine, Baltimore (ZDB, SIP, SMD); Division of Health Sciences Informatics, Johns Hopkins School of Medicine, Baltimore (APG, HK).
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Samantha I. Pitts
From the Department of Public Health Policy and Management, New York University School of Global Public Health, New York City (AYL); Department of Health Policy and Management, Johns Hopkins Bloomberg School of Public Health, Baltimore (CTY, JAM, ECL, J-AH, APG, HK, SMD); Armstrong Institute for Patient Safety and Quality, Johns Hopkins School of Medicine, Baltimore (CTY, JAM, APG, SIP, SMD); Department of Anesthesiology and Critical Care Medicine, Johns Hopkins School of Medicine, Baltimore (CTY, JAM, APG); Department of Health, Behavior and Society, Johns Hopkins Bloomberg School of Public Health, Baltimore (SMH, ZDB); National Committee for Quality Assurance, Washington DC (TO, SHS); Division of General Internal Medicine, Johns Hopkins School of Medicine, Baltimore (ZDB, SIP, SMD); Division of Health Sciences Informatics, Johns Hopkins School of Medicine, Baltimore (APG, HK).
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Sarah H. Scholle
From the Department of Public Health Policy and Management, New York University School of Global Public Health, New York City (AYL); Department of Health Policy and Management, Johns Hopkins Bloomberg School of Public Health, Baltimore (CTY, JAM, ECL, J-AH, APG, HK, SMD); Armstrong Institute for Patient Safety and Quality, Johns Hopkins School of Medicine, Baltimore (CTY, JAM, APG, SIP, SMD); Department of Anesthesiology and Critical Care Medicine, Johns Hopkins School of Medicine, Baltimore (CTY, JAM, APG); Department of Health, Behavior and Society, Johns Hopkins Bloomberg School of Public Health, Baltimore (SMH, ZDB); National Committee for Quality Assurance, Washington DC (TO, SHS); Division of General Internal Medicine, Johns Hopkins School of Medicine, Baltimore (ZDB, SIP, SMD); Division of Health Sciences Informatics, Johns Hopkins School of Medicine, Baltimore (APG, HK).
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Sydney M. Dy
From the Department of Public Health Policy and Management, New York University School of Global Public Health, New York City (AYL); Department of Health Policy and Management, Johns Hopkins Bloomberg School of Public Health, Baltimore (CTY, JAM, ECL, J-AH, APG, HK, SMD); Armstrong Institute for Patient Safety and Quality, Johns Hopkins School of Medicine, Baltimore (CTY, JAM, APG, SIP, SMD); Department of Anesthesiology and Critical Care Medicine, Johns Hopkins School of Medicine, Baltimore (CTY, JAM, APG); Department of Health, Behavior and Society, Johns Hopkins Bloomberg School of Public Health, Baltimore (SMH, ZDB); National Committee for Quality Assurance, Washington DC (TO, SHS); Division of General Internal Medicine, Johns Hopkins School of Medicine, Baltimore (ZDB, SIP, SMD); Division of Health Sciences Informatics, Johns Hopkins School of Medicine, Baltimore (APG, HK).
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    Figure 1.

    Schematic representation of the team-based process used for thematic analysis.

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    Table 1.

    Demographic Information of 101 Frontline Clinicians, Administrators, and Staff*

    CharacteristicValues
    Profession†, n (% of sample)
        Administration or management37 (36.6)
        Care coordinator/navigator9 (8.9)
        Medical assistant11 (10.9)
        Nurse8 (7.9)
        Physician25 (24.8)
        Other (dental staff, pharmacist, physician assistant, and social worker)11 (10.9)
    Sex, n (% of sample)
        Female78 (77)
        Male23 (23)
    Median number of years working at practice (range)4 years (1 month – 29 years)
    • ↵* Participants were from 10 patient-centered medical homes who took part in individual interviews conducted between May 2017 and May 2018 on patient safety in primary care.

    • ↵† Respondents who held more than one role (ie, administration and clinical) were classified by their clinical profession in this table.

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    Table 2.

    Demographic Information of 65 Patients*

    Variablen (% of sample)
    Age range
        18–4510 (15.4)
        46–6522 (33.8)
        66–7520 (30.8)
        >7512 (18.5)
        Did not wish to answer1 (1.5)
    Sex
        Female35 (53.8)
        Male26 (40)
        Did not wish to answer4 (6.2)
    Race
        Asian1 (1.5)
        Black/African American3 (4.6)
        Native American1 (1.5)
        White55 (84.6)
        Did not wish to answer5 (7.7)
    Education
        College degree/some college31 (47.7)
        Degree after college8 (12.3)
        High school graduate/some high school25 (38.5)
        Did not wish to answer1 (1.5)
    • ↵* From 10 patient-centered medical homes who participated in focus groups conducted between May 2017 and May 2018 on patient safety in primary care.

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    Appendix.

    Themes and Illustrative Quotes from Clinicians, Administrators, Staff, and Patients on Conceptual Meanings of Patient Safety in Primary Care

    Main Theme (Level of Agreement between Personnel and Patients)Subtheme (Level of Agreement between Personnel and Patients)Illustrative Quotes
    Not causing harm (agreement)“I take that Hippocratic Oath of “Do no harm” very seriously. Every kind of prescription I give, every decision I'm going to make, I always think, am I doing more harm than good, so that's sort of my mantra.” –physician, ID 55, site 6
    “They [the practice] always keep up with your medicine. That's just very important to me. Especially being diabetic. Because some of those medicines just will not, they just don't agree with me. And it's scary when your blood sugar drops and you're just in a pickle.” –patient C, site 9
    Viewing the patient as a whole (agreement)“Patient safety to me, runs a gamut of a whole spectrum of things. It begins in the entire realm of medical care starting in regards to the patient at their home and evaluating that through the entire continuum of medical care, whether it's here at the office, our urgent care centers, our hospital, or any other medical facility. And then, try to evaluate the patient in regards to where are those risks? To the patient's wellbeing? To their health? To their chronic medical illnesses, etcetera. It exists in multiple different areas of the patient's life.” –physician, ID 38, site 4
    “I think what I've found is that my doctor looks at all of me…[Patient] A has high blood pressure, oh she's anxious. No. Looking at the whole big picture, what's going on in life? What has made you anxious? So not just pinpointing oh here's a medication for that…looking at all of me and I like that. I like that feeling.” –patient A, site 1
    Social determinants of health (nonnarrated by patients)“Social determinants when they [patients] come in, thinking about those types of things, like, do they have insurance? Do they have a job? Do they have ways of paying for medications? Especially chronic diseases…because sometimes they'll come in and they don't have the money to pay for medications and that's not safe for them if they can't take their medicine, so we try to help them as best as we can.” –practice manager, ID 82, site 9
    Providing appropriate and timely care (agreement)“First, do no harm. But, in a broader sense, it is the right care for the right patient at the right time. So, expounding on that, it means understanding the patient, their situation, in a timely way, you know, which would involve recognition of issues in a timely way, and then direction into the right treatment pathways.” –physician, ID 65, site 7
    “When you come here and see a doctor or PA [Physician Assistant] for medical advice and care, it's care that's going to take care of you. And in fact, what you're coming in with is going to be dealt with. If they can't cure it, at least they can tell you what it is and maybe start you on a program to handle that. It doesn't get worse and they don't misdiagnose. I'd say those are the two things that would make me wonder if it's safe.” –patient A, site 3
    Care coordination (partial agreement)“If their safety is they need a CAT [computerized axial tomography] scan, we have to make sure it's going to get done and get it done in a timely manner and make sure that if anything has to happen after that, if they need to see a surgeon or whatever, that's safety because we're seeing the patient from beginning to end and make sure that, again, that loop is completed…And the other thing, too, is following through with referrals, appointments to a specialist and tests, and things that the doctors order at the time of the visit. So, we do a loop with ordering it, scheduling it, following through, and we get the report.” –administrator, ID 39, site 4
    “You rely more on your primary care physician to direct you to the specialties and I think hopefully you have trust in them enough that they are directing you to the proper specialty because I think that concerns me as far as safety because I don't know who's out there, so I have to rely on her to tell me now okay, we're going to set up an appointment for you with Dr. so-and-so to look at whatever. So, how are we to know with the professional we're now going to. We're leaving our primary care physician, who we liked very much, is directing us to the right specialty.” –patient E, site 4
    Shared decision-making (agreement)“[Patient safety is] care where we get the best outcome for the patient…get the patient involved…I've always had my philosophy that the patient needs to be involved. And my role is a consultant and teaching the patient as much as possible as to what's going on. Patient safety is that the patient is aware of it, knows why we're doing it, is on board with doing whatever the intervention is and complies with it and hopefully gets the good results.” –physician, ID 17, site 2
    “Ensuring that the patient understands what's going on, why you're doing it, what the risks are, what the complications may be, and involving the patient in involving the patient in their own treatment so that they understand the importance of what has to be done and why they should do it and to me, that's safety. That's important safe medical care.” –patient C, site 2
    Ensuring physical safety and informational security of the practice environment (agreement)“So safe medical care means to me that…when the patient comes in, they can safely get to the chair, they can safely room, you know, go to the bathroom by themselves…their stability and their balance and everything are intact where they're not falling. Very simple. Well, there are bars in the bathroom for the patient to make sure that they can sit properly if they are handicapped and there's no steps. There's a ramp and there's the doors that open automatically, which we use. Probably what I would assess here at the practice being patient safety is that we have the bars and we have the equipment.” –medical assistant, ID 58, site 6
    “I'm ambulatory, but I do walk with a cane. So, to me it starts before I get into the office. Is there snow removal, ice, handicap parking, can I even make it to the door…I've been to specialist's office in the winter time and had to just say no. I'm not even going to attempt it. Snow, ice, steps, no handicap [parking].” –patient C, site 6
    “Patients feeling like their information is safe and that they feel like their HIPAA [Health Insurance Portability and Accountability Act] is not being violated. I think sometimes the office is a bit like, you're seeing other patients, your information is kind of there…I think that that's an important part of patient safety is making sure their health information is safe.” –physician, ID 87, site 10
    “In light of everything that's going on in the world today with identity theft, I'm concerned with measures that are taken, that our records will be secure. I'm also concerned that when new applicants come to the clinic to work at the clinic, from doctors all the way down to the person answering the phone, that secure background checks are made, that these people are also reliable and not people that would take our information and somehow use it.” –patient B, site 4
    Communicating attentively (nonnarrated by personnel)“We all have different little medical concerns and you can just ask him [the physician] a question and you get an answer so quickly…so I feel safe in the fact that he's actually listening to me and actually hearing everything I have to say…you think you have this and it's like ‘no, you don't have that you have this,’ and it's so much simpler. You're not so worried because we do go on the Internet and we do read things and you're like oh my God, I have this and I'm going to die. So, I feel safe that he listens to me and that I'm going to get the right results.” –patient B, site 5
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The Journal of the American Board of Family     Medicine: 33 (5)
The Journal of the American Board of Family Medicine
Vol. 33, Issue 5
September/October 2020
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Patient Safety in Primary Care: Conceptual Meanings to the Health Care Team and Patients
Alden Yuanhong Lai, Christina T. Yuan, Jill A. Marsteller, Susan M. Hannum, Elyse C. Lasser, JaAlah-Ai Heughan, Tyler Oberlander, Zackary D. Berger, Ayse P. Gurses, Hadi Kharrazi, Samantha I. Pitts, Sarah H. Scholle, Sydney M. Dy
The Journal of the American Board of Family Medicine Sep 2020, 33 (5) 754-764; DOI: 10.3122/jabfm.2020.05.200042

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Patient Safety in Primary Care: Conceptual Meanings to the Health Care Team and Patients
Alden Yuanhong Lai, Christina T. Yuan, Jill A. Marsteller, Susan M. Hannum, Elyse C. Lasser, JaAlah-Ai Heughan, Tyler Oberlander, Zackary D. Berger, Ayse P. Gurses, Hadi Kharrazi, Samantha I. Pitts, Sarah H. Scholle, Sydney M. Dy
The Journal of the American Board of Family Medicine Sep 2020, 33 (5) 754-764; DOI: 10.3122/jabfm.2020.05.200042
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