Table 2.

Implementation and Data Collection Events, Timing, Participants, and Length of Interactions between Research Staff and Clinicians and Staff of Two Primary Care Practices

Timing	Event	Materials	Duration	Practice 1 Participants	Practice 2 Participants
4 to 5 weeks prior to start of pilot testing	Introductory phone call	Practice participation information and agreements	1 hour	Clinic manager	Clinician champion
Week 1 of implementation	Baseline Site Visit.	Agenda	4 hours total
		Toolkit
		Interview guides
	Toolkit orientation and project expectations	Toolkit	30 minutes	1 Clinic manager	Project lead clinician
				2 physicians, 1 physician assistant (PA), 3 medical assistants (MAs), 2 receptionists, 1 care coordinator	4 resident physicians
					1 practice manager
					1 clinic manager
					2 lab staff
	Group interviews with practice toolkit implementation team	Baseline interview guide	1.5 to 2 hours	1 Clinic manager	Clinician champion
				1 physician	2 resident physicians
				3 MAs	1 lab staff
	Lab process observation and mapping	Process observation guide	1.5 hours	1 physician	Clinician champion
				3 MAs	2 lab staff
2 weeks into implementation	Early implementation check-in call	None	30 minutes	Clinic manager	Clinician champion
4 weeks into implementation	Mid-point interviews	Mid-point interview guide	1 hour	Clinic manager	Clinician champion
7 to 8 weeks post- baseline	Follow-up site visit	Agenda.	4 hours
		Interview guide
	Group and individual interviews	Follow-up interview guide	2 hours	Clinic manager	Clinician champion
				3 MAs	2 resident physicians
					2 MAs
	Process map revisions	Baseline process map	1.5 hours	Clinic manager	Clinician champion
				3 MAs	1 resident physician
					1 lab staff
					1 lab manager
12 weeks post-baseline	Follow-up phone call	Follow-up interview guide	30 minutes	Clinic manager	Clinician champion