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Table 2 Implementation strategy specification

From: Family cascade screening for equitable identification of familial hypercholesterolemia: study protocol for a hybrid effectiveness-implementation type III randomized controlled trial

Domain

Strategy: Penn Medicine-mediated

Strategy: Family Heart Foundation-mediated

Actor(s)

Penn Medicine via Way to Health (W2H)

Penn Medicine via Way to Health (used only for initial contact about the study, then participants are given warm hand-off to care navigator from Family Heart Foundation)

Family Heart Foundation (FHF) via care navigator

Action(s)

For Penn Medicine patients who have been diagnosed with familial hypercholesterolemia (FH; i.e., the “probands”): Provide education about FH and family cascade screening; explain optionsa for identifying and contacting living, first-degree biological relatives to invite them to complete screening for FH

For relatives: Provide education about FH and cascade screening; explain options for completing screening (i.e., lipid panel); give instructions for completing selected screening option; offer free access to ‘results review’ phone call with an expert clinician

Target(s) of the action

Probands: Identifying relatives and selecting method(s) to contact relative(s)

Relatives: Completing screening and results review phone call

Temporality

Within 6 months of proband randomization

Dose

Proband: Approximately 30 blocks of information (containing educational information and/or questions) sent via text message over the course of approximately 1–60 days, depending on proband’s answers and timeliness of responses; or one email linking to a survey containing all of the informational content and questions

Relative:

Direct contact: Approximately 16 blocks of information (containing educational information and/or questions; as described above under ‘Action(s)’ header) sent via text message over the course of approximately 1–30 days, depending on relative’s answers and timeliness of responses; or one email linking to a survey containing all of the informational content and questions

Self-contact: Proband shares educational ‘Dear Family’ or ‘Dear Caregiver’ letter containing the same content delivered via direct contact (as described above under ‘Action(s)’ header)

If a relative chooses to complete screening, they obtain results from a recent lipid panel or a new lipid panel, then complete a results consultation call with the study clinician lasting approximately 20 min

Proband:

W2H initial outreach: Approximately six blocks of information sent via text message over the course of approximately 1–6 days, depending on proband’s answers and timeliness of responses; or one email linking to a webpage containing the same informational content

FHF care navigator outreach: One phone call (or more if needed or requested) lasting approximately 15 min total

Relative:

Direct contact: One phone call (or more if needed or requested) lasting approximately 15–30 min total. Discussion covers topics as described above under ‘Action(s)’ header

Self-contact: Proband shares educational ‘Dear Family’ or ‘Dear Caregiver’ letters containing the same content delivered via direct contact (as described above under ‘Action(s)’ header)

If a relative chooses to complete screening, they obtain results from a recent lipid panel or a new lipid panel, then complete a results consultation call with the study clinician lasting approximately 20 min

Implementation outcome(s) affected

Relatives’ completion of screening (i.e., sharing results from recent lipid panel or completing new lipid panel and completing results consultation call with study clinician)

Justification

Automated messages are a scalable and effective way to encourage health behaviors [50, 51, 84]; participants can engage with information on their own schedule

A foundation-led FH cascade screening program in the Netherlands was highly effective at increasing FH screening [36,37,38]; personalized contact can address complex barriers

  1. aOptions for probands to contact relatives through the study are as follows. (1) ‘Direct contact,’ whereby the proband shares relative contact information with Penn Medicine via text message or online survey (Penn Medicine arm) or with the care navigator via phone conversation (Family Heart Foundation arm), and then the relative receives direct outreach via automated messages (Penn Medicine arm) or phone call from the navigator (Family Heart Foundation arm). Probands have the option to give relatives a ‘heads up’ before sharing their contact information with the study. (2) ‘Self-contact,’ whereby the proband receives an informational handout (‘Dear Family’ letter addressed to adult relatives and/or ‘Dear Caregiver’ letter addressed to caregivers of relatives ages 2–17) and tips for discussing cascade screening with relatives