Table 3. Patient-Reported Outcome Measure Implementation Plan Details By Organization
PRO Planning Worksheet SectionsResearch Team RequestDecisions
Organization 1Organization 2Organization 3Organization 4
Patients targetedAll adult patients with hypertension or hyperlipidemiaAll adult patients with hypertension or hyperlipidemiaAll patients with hypertension or hyperlipidemiaAll adult patientsAll patients with hypertension
Identification of patientsNo request madeData query and list generation by IT staffMedical assistant checks medication list, gives the tool to anyone taking blood pressure or cholesterol medicationsAll adult patients asked to complete the tool upon check-in for visitRooming medical assistant reviews problem list and reason for visit
Frequency of administrationAt least annually; all visits preferredAnnuallyAt all visitsAt all visitsAt hypertension visits (2 times/year)
Mode of administration (by whom, in what setting, with what materials)No request madeCare coordinators administered by telephone as part of larger patient surveyAdministered by medical assistant; responses recorded on paper upon check-in for visitAdministered as part of written survey before the appointment upon check-in for visitElectronic survey; provider asked the questions verbally and recorded the answers in the EHR template
Data captureResponses recorded in structured fields in an EHR or other databaseCare coordinators entered responses directly into discrete fields in the EHR templateResponses manually entered into ancillary database; paper forms scanned into the EHRMedical assistant entered results in the EHR templateResponses 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 visitCare coordinators scheduled an appointment with a provider for patients with barriers; patient responses are available to the provider in the EHR summaryPaper form is available to the provider at the time of the visitAvailable to the provider at the point of care through the EHRPart of the provider interview with patients during hypertension visits
TrainingPowerPoint presentation made availableMedical providers, nurses, and care coordinators trained in administration, utilization, and interpretation; led by clinician championsClinician champions trained other providers; practice manager trained the medical assistantsTraining at provider meeting on purpose of tool, interpretation, process/workflow; Web-based training for medical assistantsBusiness 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 resourcesTime for local site coordinationCare coordinator time; EHR team time to build template; IT staff time to generate a contact list of eligible patientsTime for training; time for manual data entryTime for modifications to the EHR; time for trainingTime for EHR template building; personnel time for training and monitoring progress
  • EHR, electronic health record; IT, information technology; PRO, patient-reported outcome.