Table 4 Qualitative data collection methods

Interview

Check-in phone call

Point people (all)

Begin soon after implementation support begins; continue for remainder of study

Biweekly initial 6 months; monthly thereafter

Logistics of implementation (trainings); unresolved issues; implementation surprises, challenges, solutions

Opportunistic interview

CHC providers and staff during in-person site visits

During site visits study years 2.5–4

As possible during 2-day site visits (12)

Personal experience with “bundle” tools; barriers and facilitators to use

Semi-structured interview

CHC providers and staff during in-person site visits

During site visits study years 2.5–4

Minimum 4 interviews per clinic during 2-day site visits (12)

Perception of implementation/change process; barriers and facilitators to change; effectiveness of support strategy

Phone interview

CHC providers and staff at clinics not visited in person

Study years 3–4

Minimum 2 interviews per clinic

Perception of implementation/change process; barriers and facilitators to change; effectiveness of support strategy.

Debriefings

Study practice facilitator.

Study years 2.5–4

After each practice facilitation visit (45+)

Clinic-specific strengths and challenges surrounding implementation; effectiveness of support strategy

Observation

In-person observation

Clinic workflows, team interactions, patient encounters

During site visits years 2.5–4

Over course of 2-day site visits (12)

How intervention tools used in clinical care; insight into practice characteristics that influence uptake

Document review

Relevant archival data (e-mail conversations with CHC staff; clinic policies; etc.)

n/a

Throughout study

As available

Contextual information; insight into questions and negotiations surrounding implementation