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Research ArticleOriginal Research

A Pilot Comparison of Clinical Data Collection Methods Using Paper, Electronic Health Record Prompt, and a Smartphone Application

Meagan E. Stabler, John M. Westfall, Donald E. Nease, Jennifer Raymond, Bruce Jobse, Zoe Daudier, Laurie Emanuele, Elisabeth Wilson, Maureen Boardman, Neil Korsen, Charles D. MacLean, Constance van Eeghen, Paula S. Hudon and Timothy E. Burdick
The Journal of the American Board of Family Medicine April 2025, jabfm.2024.240199R1; DOI: https://doi.org/10.3122/jabfm.2024.240199R1
Meagan E. Stabler
From the Department of Community and Family Medicine, Dartmouth Health, Lebanon, NH (MES, JW, JR, BJ, ZD, LE, EW, MB, PSH, TEB); Department of Family Medicine, University of Colorado – Anschutz Medical Campus, School of Medicine, Aurora, CO (JW, DEN); Colorado Clinical and Translational Sciences Institute, University of Colorado - Anschutz Medical Campus, Aurora, CO (DEN); Little Rivers Health Care, Bradford, VT (MB); Center for Interdisciplinary Population and Health Research, MaineHealth Institute for Research, Scarborough, ME (NK); Division of Public Health, Department of Medicine, Larner College of Medicine, University of Vermont, Burlington, VT (CDM, CVE); Department of Biomedical Data Sciences, Geisel School of Medicine, Hanover, NH (CDM, TEB); The Dartmouth Institute for Health Policy and Clinical Practice, Geisel School of Medicine, Hanover, NH (TEB); SYNERGY Clinical and Translational Research Institute, Dartmouth Health, Lebanon, NH (TEB).
PhD
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John M. Westfall
From the Department of Community and Family Medicine, Dartmouth Health, Lebanon, NH (MES, JW, JR, BJ, ZD, LE, EW, MB, PSH, TEB); Department of Family Medicine, University of Colorado – Anschutz Medical Campus, School of Medicine, Aurora, CO (JW, DEN); Colorado Clinical and Translational Sciences Institute, University of Colorado - Anschutz Medical Campus, Aurora, CO (DEN); Little Rivers Health Care, Bradford, VT (MB); Center for Interdisciplinary Population and Health Research, MaineHealth Institute for Research, Scarborough, ME (NK); Division of Public Health, Department of Medicine, Larner College of Medicine, University of Vermont, Burlington, VT (CDM, CVE); Department of Biomedical Data Sciences, Geisel School of Medicine, Hanover, NH (CDM, TEB); The Dartmouth Institute for Health Policy and Clinical Practice, Geisel School of Medicine, Hanover, NH (TEB); SYNERGY Clinical and Translational Research Institute, Dartmouth Health, Lebanon, NH (TEB).
MD, MPH
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Donald E. Nease Jr.
From the Department of Community and Family Medicine, Dartmouth Health, Lebanon, NH (MES, JW, JR, BJ, ZD, LE, EW, MB, PSH, TEB); Department of Family Medicine, University of Colorado – Anschutz Medical Campus, School of Medicine, Aurora, CO (JW, DEN); Colorado Clinical and Translational Sciences Institute, University of Colorado - Anschutz Medical Campus, Aurora, CO (DEN); Little Rivers Health Care, Bradford, VT (MB); Center for Interdisciplinary Population and Health Research, MaineHealth Institute for Research, Scarborough, ME (NK); Division of Public Health, Department of Medicine, Larner College of Medicine, University of Vermont, Burlington, VT (CDM, CVE); Department of Biomedical Data Sciences, Geisel School of Medicine, Hanover, NH (CDM, TEB); The Dartmouth Institute for Health Policy and Clinical Practice, Geisel School of Medicine, Hanover, NH (TEB); SYNERGY Clinical and Translational Research Institute, Dartmouth Health, Lebanon, NH (TEB).
MD
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Jennifer Raymond
From the Department of Community and Family Medicine, Dartmouth Health, Lebanon, NH (MES, JW, JR, BJ, ZD, LE, EW, MB, PSH, TEB); Department of Family Medicine, University of Colorado – Anschutz Medical Campus, School of Medicine, Aurora, CO (JW, DEN); Colorado Clinical and Translational Sciences Institute, University of Colorado - Anschutz Medical Campus, Aurora, CO (DEN); Little Rivers Health Care, Bradford, VT (MB); Center for Interdisciplinary Population and Health Research, MaineHealth Institute for Research, Scarborough, ME (NK); Division of Public Health, Department of Medicine, Larner College of Medicine, University of Vermont, Burlington, VT (CDM, CVE); Department of Biomedical Data Sciences, Geisel School of Medicine, Hanover, NH (CDM, TEB); The Dartmouth Institute for Health Policy and Clinical Practice, Geisel School of Medicine, Hanover, NH (TEB); SYNERGY Clinical and Translational Research Institute, Dartmouth Health, Lebanon, NH (TEB).
ABA
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Bruce Jobse
From the Department of Community and Family Medicine, Dartmouth Health, Lebanon, NH (MES, JW, JR, BJ, ZD, LE, EW, MB, PSH, TEB); Department of Family Medicine, University of Colorado – Anschutz Medical Campus, School of Medicine, Aurora, CO (JW, DEN); Colorado Clinical and Translational Sciences Institute, University of Colorado - Anschutz Medical Campus, Aurora, CO (DEN); Little Rivers Health Care, Bradford, VT (MB); Center for Interdisciplinary Population and Health Research, MaineHealth Institute for Research, Scarborough, ME (NK); Division of Public Health, Department of Medicine, Larner College of Medicine, University of Vermont, Burlington, VT (CDM, CVE); Department of Biomedical Data Sciences, Geisel School of Medicine, Hanover, NH (CDM, TEB); The Dartmouth Institute for Health Policy and Clinical Practice, Geisel School of Medicine, Hanover, NH (TEB); SYNERGY Clinical and Translational Research Institute, Dartmouth Health, Lebanon, NH (TEB).
MPH
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Zoe Daudier
From the Department of Community and Family Medicine, Dartmouth Health, Lebanon, NH (MES, JW, JR, BJ, ZD, LE, EW, MB, PSH, TEB); Department of Family Medicine, University of Colorado – Anschutz Medical Campus, School of Medicine, Aurora, CO (JW, DEN); Colorado Clinical and Translational Sciences Institute, University of Colorado - Anschutz Medical Campus, Aurora, CO (DEN); Little Rivers Health Care, Bradford, VT (MB); Center for Interdisciplinary Population and Health Research, MaineHealth Institute for Research, Scarborough, ME (NK); Division of Public Health, Department of Medicine, Larner College of Medicine, University of Vermont, Burlington, VT (CDM, CVE); Department of Biomedical Data Sciences, Geisel School of Medicine, Hanover, NH (CDM, TEB); The Dartmouth Institute for Health Policy and Clinical Practice, Geisel School of Medicine, Hanover, NH (TEB); SYNERGY Clinical and Translational Research Institute, Dartmouth Health, Lebanon, NH (TEB).
BS
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Laurie Emanuele
From the Department of Community and Family Medicine, Dartmouth Health, Lebanon, NH (MES, JW, JR, BJ, ZD, LE, EW, MB, PSH, TEB); Department of Family Medicine, University of Colorado – Anschutz Medical Campus, School of Medicine, Aurora, CO (JW, DEN); Colorado Clinical and Translational Sciences Institute, University of Colorado - Anschutz Medical Campus, Aurora, CO (DEN); Little Rivers Health Care, Bradford, VT (MB); Center for Interdisciplinary Population and Health Research, MaineHealth Institute for Research, Scarborough, ME (NK); Division of Public Health, Department of Medicine, Larner College of Medicine, University of Vermont, Burlington, VT (CDM, CVE); Department of Biomedical Data Sciences, Geisel School of Medicine, Hanover, NH (CDM, TEB); The Dartmouth Institute for Health Policy and Clinical Practice, Geisel School of Medicine, Hanover, NH (TEB); SYNERGY Clinical and Translational Research Institute, Dartmouth Health, Lebanon, NH (TEB).
MBA
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Elisabeth Wilson
From the Department of Community and Family Medicine, Dartmouth Health, Lebanon, NH (MES, JW, JR, BJ, ZD, LE, EW, MB, PSH, TEB); Department of Family Medicine, University of Colorado – Anschutz Medical Campus, School of Medicine, Aurora, CO (JW, DEN); Colorado Clinical and Translational Sciences Institute, University of Colorado - Anschutz Medical Campus, Aurora, CO (DEN); Little Rivers Health Care, Bradford, VT (MB); Center for Interdisciplinary Population and Health Research, MaineHealth Institute for Research, Scarborough, ME (NK); Division of Public Health, Department of Medicine, Larner College of Medicine, University of Vermont, Burlington, VT (CDM, CVE); Department of Biomedical Data Sciences, Geisel School of Medicine, Hanover, NH (CDM, TEB); The Dartmouth Institute for Health Policy and Clinical Practice, Geisel School of Medicine, Hanover, NH (TEB); SYNERGY Clinical and Translational Research Institute, Dartmouth Health, Lebanon, NH (TEB).
MD, MPH, MS-HPEd
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Maureen Boardman
From the Department of Community and Family Medicine, Dartmouth Health, Lebanon, NH (MES, JW, JR, BJ, ZD, LE, EW, MB, PSH, TEB); Department of Family Medicine, University of Colorado – Anschutz Medical Campus, School of Medicine, Aurora, CO (JW, DEN); Colorado Clinical and Translational Sciences Institute, University of Colorado - Anschutz Medical Campus, Aurora, CO (DEN); Little Rivers Health Care, Bradford, VT (MB); Center for Interdisciplinary Population and Health Research, MaineHealth Institute for Research, Scarborough, ME (NK); Division of Public Health, Department of Medicine, Larner College of Medicine, University of Vermont, Burlington, VT (CDM, CVE); Department of Biomedical Data Sciences, Geisel School of Medicine, Hanover, NH (CDM, TEB); The Dartmouth Institute for Health Policy and Clinical Practice, Geisel School of Medicine, Hanover, NH (TEB); SYNERGY Clinical and Translational Research Institute, Dartmouth Health, Lebanon, NH (TEB).
APRN, MSN
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Neil Korsen
From the Department of Community and Family Medicine, Dartmouth Health, Lebanon, NH (MES, JW, JR, BJ, ZD, LE, EW, MB, PSH, TEB); Department of Family Medicine, University of Colorado – Anschutz Medical Campus, School of Medicine, Aurora, CO (JW, DEN); Colorado Clinical and Translational Sciences Institute, University of Colorado - Anschutz Medical Campus, Aurora, CO (DEN); Little Rivers Health Care, Bradford, VT (MB); Center for Interdisciplinary Population and Health Research, MaineHealth Institute for Research, Scarborough, ME (NK); Division of Public Health, Department of Medicine, Larner College of Medicine, University of Vermont, Burlington, VT (CDM, CVE); Department of Biomedical Data Sciences, Geisel School of Medicine, Hanover, NH (CDM, TEB); The Dartmouth Institute for Health Policy and Clinical Practice, Geisel School of Medicine, Hanover, NH (TEB); SYNERGY Clinical and Translational Research Institute, Dartmouth Health, Lebanon, NH (TEB).
MD, MSc
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Charles D. MacLean
From the Department of Community and Family Medicine, Dartmouth Health, Lebanon, NH (MES, JW, JR, BJ, ZD, LE, EW, MB, PSH, TEB); Department of Family Medicine, University of Colorado – Anschutz Medical Campus, School of Medicine, Aurora, CO (JW, DEN); Colorado Clinical and Translational Sciences Institute, University of Colorado - Anschutz Medical Campus, Aurora, CO (DEN); Little Rivers Health Care, Bradford, VT (MB); Center for Interdisciplinary Population and Health Research, MaineHealth Institute for Research, Scarborough, ME (NK); Division of Public Health, Department of Medicine, Larner College of Medicine, University of Vermont, Burlington, VT (CDM, CVE); Department of Biomedical Data Sciences, Geisel School of Medicine, Hanover, NH (CDM, TEB); The Dartmouth Institute for Health Policy and Clinical Practice, Geisel School of Medicine, Hanover, NH (TEB); SYNERGY Clinical and Translational Research Institute, Dartmouth Health, Lebanon, NH (TEB).
MD
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Constance van Eeghen
From the Department of Community and Family Medicine, Dartmouth Health, Lebanon, NH (MES, JW, JR, BJ, ZD, LE, EW, MB, PSH, TEB); Department of Family Medicine, University of Colorado – Anschutz Medical Campus, School of Medicine, Aurora, CO (JW, DEN); Colorado Clinical and Translational Sciences Institute, University of Colorado - Anschutz Medical Campus, Aurora, CO (DEN); Little Rivers Health Care, Bradford, VT (MB); Center for Interdisciplinary Population and Health Research, MaineHealth Institute for Research, Scarborough, ME (NK); Division of Public Health, Department of Medicine, Larner College of Medicine, University of Vermont, Burlington, VT (CDM, CVE); Department of Biomedical Data Sciences, Geisel School of Medicine, Hanover, NH (CDM, TEB); The Dartmouth Institute for Health Policy and Clinical Practice, Geisel School of Medicine, Hanover, NH (TEB); SYNERGY Clinical and Translational Research Institute, Dartmouth Health, Lebanon, NH (TEB).
DrPH, MHSA, MBA
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Paula S. Hudon
From the Department of Community and Family Medicine, Dartmouth Health, Lebanon, NH (MES, JW, JR, BJ, ZD, LE, EW, MB, PSH, TEB); Department of Family Medicine, University of Colorado – Anschutz Medical Campus, School of Medicine, Aurora, CO (JW, DEN); Colorado Clinical and Translational Sciences Institute, University of Colorado - Anschutz Medical Campus, Aurora, CO (DEN); Little Rivers Health Care, Bradford, VT (MB); Center for Interdisciplinary Population and Health Research, MaineHealth Institute for Research, Scarborough, ME (NK); Division of Public Health, Department of Medicine, Larner College of Medicine, University of Vermont, Burlington, VT (CDM, CVE); Department of Biomedical Data Sciences, Geisel School of Medicine, Hanover, NH (CDM, TEB); The Dartmouth Institute for Health Policy and Clinical Practice, Geisel School of Medicine, Hanover, NH (TEB); SYNERGY Clinical and Translational Research Institute, Dartmouth Health, Lebanon, NH (TEB).
DNP, RN
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Timothy E. Burdick
From the Department of Community and Family Medicine, Dartmouth Health, Lebanon, NH (MES, JW, JR, BJ, ZD, LE, EW, MB, PSH, TEB); Department of Family Medicine, University of Colorado – Anschutz Medical Campus, School of Medicine, Aurora, CO (JW, DEN); Colorado Clinical and Translational Sciences Institute, University of Colorado - Anschutz Medical Campus, Aurora, CO (DEN); Little Rivers Health Care, Bradford, VT (MB); Center for Interdisciplinary Population and Health Research, MaineHealth Institute for Research, Scarborough, ME (NK); Division of Public Health, Department of Medicine, Larner College of Medicine, University of Vermont, Burlington, VT (CDM, CVE); Department of Biomedical Data Sciences, Geisel School of Medicine, Hanover, NH (CDM, TEB); The Dartmouth Institute for Health Policy and Clinical Practice, Geisel School of Medicine, Hanover, NH (TEB); SYNERGY Clinical and Translational Research Institute, Dartmouth Health, Lebanon, NH (TEB).
MD, MBA, MSc
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Article Figures & Data

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    Figure 1.

    Examples of the 3 card methods: paper, EHR, and app. The questions on the cards are shown as an illustration of how cards are used, and responses to the card questions are not evaluated in this manuscript.

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    Figure 1.

    Continued

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    Figure 1.

    Continued

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    Figure 1.

    Continued

  • Figure 2.
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    Figure 2.

    Cost of card development and data managing by card modality. Development and deployment costs based on paper (copying, distributing, and collecting paper cards), EHR (building the alert in EHR and questions in REDCap), and app (adding questions and primary care clinician e-mail addresses, supporting users with app download). Data management and tech support costs based on paper (manual data transcription from paper to Excel), EHR (download data from REDCap, upload and data cleaning in Excel), and app (clinician support, onboarding, download data from app, upload data in Excel). For each modality the column on the left indicates actual, measured cost for this study. The columns on the right for each modality indicate the estimated cost for using 400 cards per modality. The paper cards do not scale as well due to large amounts of time required to transcribe data manually. EHR and app cards scale much better with minimal increase in data management time.

Tables

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    Table 1.

    Primary Care Clinician (PCC) Demographics (n = 15)

    VariableItemCount (n = 15)Percent (%)
    GenderFemale1280.0%
    Male320.0%
    Age25 to 50 years old853.3%
    >50 years old746.7%
    DegreePhysician (MD or DO)1280.0%
    Advance Practice Provider (APRN or PA)320.0%
    Years as a PCC1 to 10 years533.3%
    11 to 20 years533.3%
    >20 years533.3%
    Patient contact hours per week4 to 16 hours533.3%
    17 to 24 hours320%
    25 to 32 hours426.7%
    ≥33 hours320.0%
    Business modelAffiliated with academic medical system1173.3%
    FQHC, RHC426.7%
    • Abbreviations: FQHC, Federally qualified health center; RHC, rural health center.

    • All PCCs were white, non-Hispanic.

    • View popup
    Table 2.

    Primary Care Clinician (PCC) Participant Experience from the Follow-up Survey, by Card Modality (n = 12)

    Card Modality
    PCC Experience*Paper Mean (SD)EHR Mean (SD)App Mean (SD)χ2 (P-value)±
    The card study did not disrupt clinical operations or patient care4.7 (0.6)3.8 (0.5)4.3 (0.5)4.4 (0.11)
    The card method was easy to use4.7 (0.6)3.8 (0.8)4.5 (0.6)2.9 (0.24)
    I felt good about participating in this card study3.7 (1.5)4.0 (0.7)3.5 (0.6)0.9 (0.63)
    In the future, I would like to participate in additional card studies3.7 (1.2)3.8 (0.8)4.0 (0.8)0.4 (0.83)
    • ↵*Participant experience questions were on a 5-point Likert scale ranging from 1 = Strongly disagree to 5 = Strongly Agree.

    • ±Kruskal-Wallis non-parametric test was used to identify differences among the 3 independent card modality groups.

    • Abbreviation: EHR, Electronic health record.

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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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A Pilot Comparison of Clinical Data Collection Methods Using Paper, Electronic Health Record Prompt, and a Smartphone Application
Meagan E. Stabler, John M. Westfall, Donald E. Nease, Jennifer Raymond, Bruce Jobse, Zoe Daudier, Laurie Emanuele, Elisabeth Wilson, Maureen Boardman, Neil Korsen, Charles D. MacLean, Constance van Eeghen, Paula S. Hudon, Timothy E. Burdick
The Journal of the American Board of Family Medicine Apr 2025, jabfm.2024.240199R1; DOI: 10.3122/jabfm.2024.240199R1

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A Pilot Comparison of Clinical Data Collection Methods Using Paper, Electronic Health Record Prompt, and a Smartphone Application
Meagan E. Stabler, John M. Westfall, Donald E. Nease, Jennifer Raymond, Bruce Jobse, Zoe Daudier, Laurie Emanuele, Elisabeth Wilson, Maureen Boardman, Neil Korsen, Charles D. MacLean, Constance van Eeghen, Paula S. Hudon, Timothy E. Burdick
The Journal of the American Board of Family Medicine Apr 2025, jabfm.2024.240199R1; DOI: 10.3122/jabfm.2024.240199R1
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