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Research ArticleOriginal Research

Care Coordination: How Is It Implemented and Is It Different If a Social Worker Is on the Team?

Leif I. Solberg, Meghan M. JaKa, Gregory S. Knowlton, Jeanette Y. Ziegenfuss, Anna R. Bergdall, Robin R. Whitebird, Joan M. Kindt and Steven P. Dehmer
The Journal of the American Board of Family Medicine January 2025, jabfm.2024.240010R1; DOI: https://doi.org/10.3122/jabfm.2024.240010R1
Leif I. Solberg
From the HealthPartners Institute, Minneapolis, MN (LIS, MMJ, GSK, JYZ, ARB, SPD); University of St. Thomas, Minneapolis, MN (RRW); Minnesota Department of Health, St. Paul, MN (JMK).
MD
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Meghan M. JaKa
From the HealthPartners Institute, Minneapolis, MN (LIS, MMJ, GSK, JYZ, ARB, SPD); University of St. Thomas, Minneapolis, MN (RRW); Minnesota Department of Health, St. Paul, MN (JMK).
PhD
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Gregory S. Knowlton
From the HealthPartners Institute, Minneapolis, MN (LIS, MMJ, GSK, JYZ, ARB, SPD); University of St. Thomas, Minneapolis, MN (RRW); Minnesota Department of Health, St. Paul, MN (JMK).
MS
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Jeanette Y. Ziegenfuss
From the HealthPartners Institute, Minneapolis, MN (LIS, MMJ, GSK, JYZ, ARB, SPD); University of St. Thomas, Minneapolis, MN (RRW); Minnesota Department of Health, St. Paul, MN (JMK).
PhD
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Anna R. Bergdall
From the HealthPartners Institute, Minneapolis, MN (LIS, MMJ, GSK, JYZ, ARB, SPD); University of St. Thomas, Minneapolis, MN (RRW); Minnesota Department of Health, St. Paul, MN (JMK).
MPH
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Robin R. Whitebird
From the HealthPartners Institute, Minneapolis, MN (LIS, MMJ, GSK, JYZ, ARB, SPD); University of St. Thomas, Minneapolis, MN (RRW); Minnesota Department of Health, St. Paul, MN (JMK).
PhD, MSW, LISW
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Joan M. Kindt
From the HealthPartners Institute, Minneapolis, MN (LIS, MMJ, GSK, JYZ, ARB, SPD); University of St. Thomas, Minneapolis, MN (RRW); Minnesota Department of Health, St. Paul, MN (JMK).
RN, PHN, MHP
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Steven P. Dehmer
From the HealthPartners Institute, Minneapolis, MN (LIS, MMJ, GSK, JYZ, ARB, SPD); University of St. Thomas, Minneapolis, MN (RRW); Minnesota Department of Health, St. Paul, MN (JMK).
PhD
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  • Article
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    Figure 1.

    Care coordinator survey participant flow diagram. Abbreviations: HCH, Health Care Home.

Tables

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    Table 1.

    Descriptive Characteristics of the 213 Responding Care Coordinators – N (%) Unless Stated Otherwise

    OverallOnly Work in Medical/Nursing ClinicsOnly Work in Integrated Social Worker ClinicsWork in Both Clinic ModelsP
    N213117888
    Degree*<0.001
     RN88 (41.3)51 (43.6)35 (39.8)2 (25.0)
     MSN or RN + BSN75 (35.2)48 (41.0)25 (28.4)2 (25.0)
     MSW or BSW14 (6.6)0 (0.0)11 (12.5)3 (37.5)
     LPN or CMA20 (9.4)9 (7.7)10 (11.4)1 (12.5)
    Other or None16 (7.5)9 (7.7)7 (8.0)0 (0.0)
    Certified in care coordination, yes33 (15.8)13 (11.4)19 (21.8)1 (12.5)0.128
    Years practicing as a care coordinator mean (SD)4.8 (4.4)4.2 (3.9)5.7 (5.0)5.2 (2.1)0.053
    Practicing in multiple clinics, yes61 (28.6)27 (23.1)26 (29.5)8 (100.0)<0.001
    Years worked as care coordinator in study clinic/s mean (SD)3.5 (3.4)3.1 (3.3)3.9 (3.5)4.5 (2.8)0.13
    Hours/week as care coordinator in study clinic/s (SD)31.6 (21.2)27.2 (19.4)37.4 (23.0)32.2 (7.9)0.003
    Work onsite at study clinic/s, usually or always mean (SD)32 (15.4)5 (4.4)22 (25.6)5 (62.5)<0.001
    • Abbreviations: RN, registered nurse; MSN, master’s in nursing; BSN, bachelor of science in nursing; MSW, master’s in social work; BSW, bachelor of science in social work; LPN, licensed practical nurse; CMA, certified medical assistant; SD, standard deviation.

    • *Respondents could report multiple degrees (“Check all that apply”).

    • View popup
    Table 2.

    Care Coordination Model Used by Clinics – N (%)

    TotalMedical/Nursing ModelIntegrated Social Worker Model
    n = 317n = 178n = 139
    1. A social worker is on the care coordination team160 (50.5)21 (11.8)139 (100)
    2. The social worker is responsible for assessing and coordinating social services for care coordination patients140 (44.2)1 (0.6)139 (100)
    3. The social worker interacts regularly with care coordination patients143 (45.1)4 (2.2)139 (100)
    4. The social worker interacts regularly with the clinicians of those patients144 (45.4)5 (2.8)139 (100)
    Fits all 4 requirements139 (43.8)0 (0)139 (100)
    • View popup
    Table 3.

    Care Coordination (CC) Activities Used by Clinic Care Model (All # below Double Line Are in %)

    CharacteristicTotalMedical/Nursing ModelIntegrated Social Worker ModelP
    N317178139
    Hours/week devoted to CC per care coordinator – Mean (SD)21.7 (14.8)18.8 (14.7)25.3 (14.1)<0.001
    Number of clinicians/FTE care coordinator – Mean (SD)12.4 (14.1)9.3 (9.2)16.3 (17.9)<0.001
    Patient panel size/care coordinator – Mean (SD)48.5 (72.8)45.3 (85.7)52.5 (52.7)0.38
    Patient panel seems:<0.001
     - about right616161
     - too many191226
     - too few202612
    At least one care coordinator always on-site556344<0.001
    Communication with CC patients (always/mostly):
     In-person meeting2423250.4
     Telephone8984950.008
     EMR14624<0.001
     Video visits1100.2
    Who initiates communications:0.007
     Care coordinator818478
     Patient231
     Equal171421
    Regularly/often engage with the family and/or caregivers4742530.053
    Communication between CC & clinician:
     Before talking with patients (reg/often)4854400.017
     After talking with patients (reg/often)636363>0.9
     In person meeting (always/mostly)3946290.007
     In person ad hoc (always/mostly3131310.62
     Telephone (always/mostly)221530<0.001
     EMR (always/mostly)7069700.4
     Video0010.41
    Services provided:
     Disease management9189930.25
     Facilitating services by PC clinicians8782940.001
     Patient education and counseling8785910.13
     Mental health assessment/referral8480900.02
     Referral for other community resources8277890.005
     Social needs assessment/referral817193<0.001
     Finding culturally appropriate resources746486<0.001
     Facilitating services by medical specialists746586<0.001
     Financial needs assessment/referral736089<0.001
     Care transition services736286<0.001
     Assisting to access health insurance695884<0.001
     Employment assistance/referral412956<0.001
     Spiritual needs assessment/referral3730560.007
    Do coordinators (most of the time):
     Refer to services outside your care system2924360.002
     Refer to services in your care system4945530.2
     Directly provide services282828>0.9
    How do you help connect patients?
     Give patient a name/phone number9796980.36
     Contact the resource with referral817590<0.001
     Call resource with the patient787090<0.001
    Very involved in facilitating care transitions221530<0.001
    Complexity of medical needs is assessed for all or most patients6867680.9
    Complexity of social needs is assessed for all or most patients6762730.04
    • Abbreviations: CC, care coordination; SD, standard deviation; EMR, electronic medical record; PC, primary care.

    • View popup
    Table 4.

    Broad Approaches That Support Care Coordination Activities by Care Model

    CharacteristicTotalMedical/Nurse ModelIntegrated Social Worker ModelP
    N317178139
    Clinic supports for CC:
     Dedicated space to see patients7377680.07
     EMR prompts for follow-up9696950.38
     Searchable list of CC patients9696950.8
     Assistants help contact patients787878>0.9
    Other resources at your clinic:
     Community Health Workers301846<0.001
     Pharmacists675978<0.001
     Behavioral health services5956630.2
     Other medical specialists5655580.6
     Other surgical specialists353535>0.9
    How familiar (very) are you with:
     Clinical resources in your org.7069710.3
     People in those clinical resources3433350.9
     Community resources4944550.008
     People in those community resources1917230.2
    What measures are used by your care system to evaluate effectiveness of CC?
     Types of patients seen3634380.5
     Types of services provided3836400.6
     Utilization rates of hospital or emergency use585069<0.001
     Volume of CC patients seen625473<0.001
     Change in hospital/emergency visits534464<0.001
     Changes in chronic condition control5146580.5
     CC patient satisfaction3234310.6
     None of the above1415130.6
    Specialty medical services are readily available for CC patients most of the time4752410.13
    Community services are readily available for CC patients most of the time4043370.14
    Ease of coordinating services with hospitals or nursing homes0.8
     Very difficult444
     Somewhat difficult323134
     Somewhat easy555455
     Very easy10118
    Payment or coverage for CC services is required to provide care most of the time>0.9
     Most of the time191920
     Sometimes101110
     Rarely/Never707070
    Patient financial constraints limit their access to needed social and medical services0.4
     Most of the time272628
     Some of the time686869
     Rarely/Never563
    Most clinicians value the CC role0.037
     Strongly agree606456
     Somewhat agree322739
     Somewhat disagree461
     Strongly disagree444
    Clinic leaders value the CC role0.051
     Strongly agree566347
     Somewhat agree322737
     Somewhat disagree9712
     Strongly disagree434
    Overall satisfaction with the time/resources to provide CC services0.2
     Very satisfied252427
     Somewhat satisfied575461
     Somewhat dissatisfied162011
     Very dissatisfied221
    • Abbreviations: CC, care coordination; EMR, electronic medical record. All numbers except N and P are in %.

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The Journal of the American Board of Family     Medicine: 38 (1)
The Journal of the American Board of Family Medicine
Vol. 38, Issue 1
January-February 2025
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Care Coordination: How Is It Implemented and Is It Different If a Social Worker Is on the Team?
Leif I. Solberg, Meghan M. JaKa, Gregory S. Knowlton, Jeanette Y. Ziegenfuss, Anna R. Bergdall, Robin R. Whitebird, Joan M. Kindt, Steven P. Dehmer
The Journal of the American Board of Family Medicine Jan 2025, jabfm.2024.240010R1; DOI: 10.3122/jabfm.2024.240010R1

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Care Coordination: How Is It Implemented and Is It Different If a Social Worker Is on the Team?
Leif I. Solberg, Meghan M. JaKa, Gregory S. Knowlton, Jeanette Y. Ziegenfuss, Anna R. Bergdall, Robin R. Whitebird, Joan M. Kindt, Steven P. Dehmer
The Journal of the American Board of Family Medicine Jan 2025, jabfm.2024.240010R1; DOI: 10.3122/jabfm.2024.240010R1
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