Table 1 Data Sources
| Â | Description | Level | Source of data | Type of data | Frequency |
|---|---|---|---|---|---|
Cooperative grant proposals | Cooperative’s initial plan for implementation | Cooperative-level | Collected by ESCALATES team with Cooperatives assistance | Qualitative | Pre-grant award |
Other documents | Documents Cooperative’s develop (ex: recruitment materials, PF curricula, etc.) | Cooperative-level | Collected by ESCALATES team with Cooperatives assistance | Qualitative | Throughout study period |
Online diaries | Online journal; approximately 5-13 people per Cooperative; document implementation experiences | Cooperative-level | Online, interactive communication platform | Qualitative | Post 2x mo.; Start-up to post-implementation |
Cooperative site visits | To observe and understand how interventions are implemented | Cooperative-level | Fieldnotes | Qualitative | Annually years 2 and 3 |
Sustainability site visits | To understand how/which parts of the D&I infrastructure is sustained beyond the life of the grant | Cooperative-level | Fieldnotes | Qualitative | Year 4 |
Semi-structured interviews | To understand barriers/facilitators of specific aspects of implementation; experience with intervention; mechanisms of change | Cooperative-level | Interviews with Cooperative key stakeholders | Qualitative | Annually with 5-8 people or as needed |
Clinical quality measures (ABCS) | Proportion of patients meeting ABCS and data source (e.g. EHR, chart review) | Aggregated by Practice | Medical Record (EHR extraction/chart reviews); collected by Cooperatives; shared with ESCALATES | Quantitative | Baseline through end of study; Quarterly |
Stratified ABCS measures | Proportion of patients stratified by gender, age, race, ethnicity, insurance type meeting ABCS | Aggregated by practice | Medical record (EHR extraction); collected by Cooperatives; shared with ESCALATES | Quantitative | Baseline through end of study; Quarterly |
Practice survey | Practice capacity (CPCQ), EHR adoption, practice demographics (internal and external characteristics) | Practice-level | Survey (online/paper); completed by office manager or designated clinic leader; collected by Cooperatives; shared with ESCALATES | Quantitative | Baseline, post-intervention, 6Â m follow up |
Practice member survey | Practice capacity (AR), focus on patients’ needs and resources, practice readiness to change, burnout, clinician attitudes towards new guidelines | Aggregated by Practice | Survey (online/paper) completed by a majority of practice members (target > 70 %); collected by Cooperatives; shared with ESCALATES | Quantitative | Baseline, post-intervention, 6 m follow up |
External support intervention tracking | Type of external support provided, date of contact, mode of contact, duration of contact, practice engagement assessment | Practice-level | Collected by Cooperatives; shared with ESCALATES | Quantitative | Regular intervals; TBD by grantees and evaluation |
Practice implementation intervention tracking | Strategies in place to improve ABCS, assessment of the extent to which strategies are implemented | Practice-level | Collected by Cooperatives; shared with ESCALATES | Quantitative | At least baseline and post-intervention |
Practice site visits | To observe and understand how interventions are implemented | Cooperative-level | Fieldnotes | Qualitative | 60 practice site visits across years 2 and 3 |
Patient pathways | To observe patients exposure to/experience with intervention | Practice-level | Observation by evaluation team during site visits | Qualitative | Observe five–ten patient visits at each practice visit |
Context assessment | To understand the contextual factors of implementation | Cooperative-level | Interviews with Cooperative key stakeholders | Qualitative | Annually with two–three people or as needed |