Table 3. Patient-Reported Outcome Measure Implementation Plan Details By Organization

PRO Planning Worksheet Sections	Research Team Request	Decisions
PRO Planning Worksheet Sections	Research Team Request	Organization 1	Organization 2	Organization 3	Organization 4
Patients targeted	All adult patients with hypertension or hyperlipidemia	All adult patients with hypertension or hyperlipidemia	All patients with hypertension or hyperlipidemia	All adult patients	All patients with hypertension
Identification of patients	No request made	Data query and list generation by IT staff	Medical assistant checks medication list, gives the tool to anyone taking blood pressure or cholesterol medications	All adult patients asked to complete the tool upon check-in for visit	Rooming medical assistant reviews problem list and reason for visit
Frequency of administration	At least annually; all visits preferred	Annually	At all visits	At all visits	At hypertension visits (2 times/year)
Mode of administration (by whom, in what setting, with what materials)	No request made	Care coordinators administered by telephone as part of larger patient survey	Administered by medical assistant; responses recorded on paper upon check-in for visit	Administered as part of written survey before the appointment upon check-in for visit	Electronic survey; provider asked the questions verbally and recorded the answers in the EHR template
Data capture	Responses recorded in structured fields in an EHR or other database	Care coordinators entered responses directly into discrete fields in the EHR template	Responses manually entered into ancillary database; paper forms scanned into the EHR	Medical assistant entered results in the EHR template	Responses entered into the EHR template for hypertension visits
Presentation and interpretation of results (to whom, when, in what form?)	Recent/timely patient responses are available to the provider at the time of the visit	Care coordinators scheduled an appointment with a provider for patients with barriers; patient responses are available to the provider in the EHR summary	Paper form is available to the provider at the time of the visit	Available to the provider at the point of care through the EHR	Part of the provider interview with patients during hypertension visits
Training	PowerPoint presentation made available	Medical providers, nurses, and care coordinators trained in administration, utilization, and interpretation; led by clinician champions	Clinician champions trained other providers; practice manager trained the medical assistants	Training at provider meeting on purpose of tool, interpretation, process/workflow; Web-based training for medical assistants	Business analyst trains medical assistants on workflow for hypertension template; medical director trained providers on use of the template; training done remotely with ancillary in-person support for troubleshooting
Required resources	Time for local site coordination	Care coordinator time; EHR team time to build template; IT staff time to generate a contact list of eligible patients	Time for training; time for manual data entry	Time for modifications to the EHR; time for training	Time for EHR template building; personnel time for training and monitoring progress

EHR, electronic health record; IT, information technology; PRO, patient-reported outcome.