CAP step | Tasks for this step | Format of support | Specifics of implementation support strategy | Implementation strategy type, per ERIC categorization scheme [128] |
---|---|---|---|---|
Step 1. Create an “SDH team.” | Obtain leadership support (BBPC #1). Identify, orient clinic champion/study contact. | Materials | For clinic leaders: benefits of SDH documentation/action; leaders’ role in supporting SDH process adoption | Recruit, designate, train for leadership; orientation materials |
Clinician champion orientation, task summary materials | ||||
Project champion orientation, task \summary materials | ||||
Draft email from leadership to clinic staff alerting staff to SDH plan | Technical assistance | |||
Office hours | Covering: (1) orienting champions; (2) goal setting | Identify/prepare champions; recruit, designate, train for leadership; orientation materials; peer-to-peer learning | ||
Call | With implementation support team: orientation | Technical assistance | ||
Step 2. Identify clinic goals. | Identify clinic’s goals for SDH screening, and which patients will be screened for which SDH measures. | Materials | Decision tools: why do you want to collect SDH data? What do you hope to accomplish? What do you plan to do with the SDH data? Which patients do you want to screen? How often? For which SDH? | Goal identification/implementation blueprint |
Written recommendations/key considerations for selecting clinic goals | Goal identification; technical assistance | |||
Summary of the clinic’s stated goals | Goal identification | |||
Office hours | Covering: (1) goal setting; (2) learning the EHR tools | Goal identification/implementation blueprint; peer-to-peer learning | ||
Call | With implementation support team: identify goals | Goal identification/implementation blueprint | ||
Step 3. Create an “SDH plan.” | Create a workflow plan for SDH documentation, and (if desired) SDH data review and action (BBPC #3, 4). Create a rollout plan. | Materials | Planning tools: SDH documentation workflow; SDH data review/action workflow; workflow implementation rollout | Technical assistance |
Resource list (PRAPARE, HealthLeads, etc.) | ||||
Guides to using EHR’s SDH data tools: in workflows; in SDH documentation, on site or via patient portal; to review SDH; for SDH referral-making (with guidance on creating a social service resource list) | ||||
Written materials: pros and cons of different SDH documentation workflow options; key considerations based on other CHCs’ experience | ||||
Summary of the clinic’s stated workflow plan | Goal identification/implementation blueprint; technical assistance | |||
Call | With implementation support team: workflow development, use of workflow planning tools, rollout plan | Technical assistance | ||
Office hours | Covering: (1) workflow planning; (2) EHR tools within workflows | Peer-to-peer learning; technical assistance | ||
Step 4. Train clinic staff in the “SDH plan.” | Orient staff: staff meeting. If SDH plan changes, orient staff. Train new staff as needed. | Materials | Orientation webinar for clinic staff; review clinic’s goals and workflow plan; include staff discussion of potential barriers/how to address them. | Educational meeting/materials; goal identification |
Written materials: how to orient clinic staff to SDH documentation and action, based on other CHCs’ experiences | Educational meeting | |||
Template slides/handouts for updating staff and/or training new staff | Educational meeting; technical support | |||
Call | With implementation support team: how to train staff | |||
Office hours | Covering: (1) how to train staff; (2) how to create target population reports and adoption reports | Peer-to-peer learning; technical assistance | ||
Step 5. Roll out the “SDH plan.” | Review adoption rates on a regular basis (BBPC #2). Iterate/revise rollout, workflows as needed. | Materials | Guides: using SDH data tools to review SDH documentation/action data; using SDH documentation data to track progress; testing workflows | Audit and feedback |
Call | With implementation support team: develop strategy for testing workflows, addressing barriers, rollout, review of adoption progress; how to track SDH adoption progress using data tools; how to revise workflows, rollout plan as needed | Audit and feedback; technical assistance; practice facilitation/small tests of change; tailor strategies | ||
Tools | Provide monthly adoption reports | Audit and feedback; tools for quality monitoring | ||
Office hours | Covering: how to iterate and refine workflows; other topics identified as needed by the clinics or the IST | Peer-to-peer learning; technical assistance; ongoing consultation |