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Accepted for/Published in: Journal of Participatory Medicine

Date Submitted: Aug 15, 2023
Date Accepted: Nov 12, 2023

The final, peer-reviewed published version of this preprint can be found here:

Patients’ Perspectives on Plans Generated During Primary Care Visits and Self-Reported Adherence at 3 Months: Data From a Randomized Trial

Stults CD, Mazor KM, Cheung M, Ruo B, Li M, Walker A, Saphirak C, Vaida F, Singh S, Fisher K, Rosen R, Yood R, Garber L, Longhurst C, Kallenberg G, Yu E, Chan A, Tai-Seale M

Patients’ Perspectives on Plans Generated During Primary Care Visits and Self-Reported Adherence at 3 Months: Data From a Randomized Trial

J Particip Med 2024;16:e50242

DOI: 10.2196/50242

PMID: 38483458

PMCID: 10979329

Patients' perspectives on plans generated during primary care visit and self-reported adherence at 3 months: Cluster randomized controlled trial

  • Cheryl D. Stults; 
  • Kathleen M. Mazor; 
  • Michael Cheung; 
  • Bernice Ruo; 
  • Martina Li; 
  • Amanda Walker; 
  • Cassandra Saphirak; 
  • Florin Vaida; 
  • Sonal Singh; 
  • Kimberly Fisher; 
  • Rebecca Rosen; 
  • Robert Yood; 
  • Lawrence Garber; 
  • Christopher Longhurst; 
  • Gene Kallenberg; 
  • Edward Yu; 
  • Albert Chan; 
  • Ming Tai-Seale

ABSTRACT

Background:

Effective primary care necessitates actions by the patient beyond the visit. Prior research suggests there is room for improvement with patient adherence to these actions.

Objective:

We sought to understand patients’ views on their primary care visits, the plans generated in these visits, and their self-reported adherence after 3 months.

Methods:

As part of a large multi-site cluster randomized pragmatic trial in 3 healthcare organizations, patients completed 2 surveys- the first within 7 days after the index primary care visit and another 3 months later. We computed means and frequencies to describe patient characteristics and survey responses. We used cross-tabulation and chi-squared statistics to examine bivariate associations. We did qualitative content analysis to characterize the patient’s self-reported plans and reasons for adhering or not adhering to the plan 3 months later.

Results:

Of 2,555 patients, a large majority of patients selected the top box option (9 = definitely agree) that they felt they had a clear plan (78%), agreed with the plan (80%), and intended to follow the plan (83%) discussed with their provider at the primary care visit. The most common elements of the plans reported included reference to exercise (14.1%), testing (labs, imaging, etc) (12.8%), diet (11.6%) and initiation/adjustment of medication(s) (11.1%). Patients who strongly agreed that that they had a clear plan, agreed with the plan, and intended to follow the plan were all more likely to report completion of the plan 3 months later (p<0.001) compared to those providing less positive ratings. Patients who reported plans related to following up with the primary care provider (PCP), to initiate or adjust medication(s), and to have a specialist visit were more likely to report that they had completely followed the plan (p≤ 0.001). Patients’ reasons for completely following the plan were mainly that the plan was clear (69.5%), consistent with what mattered (66.1%), and they were determined to carry through with the plan (53.3%). The most common reasons for not following the plan were lack of time (22.8%), decided to try a different approach (11.0%), and the COVID pandemic impacted the plan (11.0%).

Conclusions:

Patients’ initial assessment of their plan as clear, their agreement with the plan, and their initial willingness to follow the plan were all strongly related to their self-reported completion of the plan 3 months later. Patients whose plan involved lifestyle changes were less likely to report that they had “completely” followed their plan. Clinical Trial: ClinicalTrials.gov NCT03385512


 Citation

Please cite as:

Stults CD, Mazor KM, Cheung M, Ruo B, Li M, Walker A, Saphirak C, Vaida F, Singh S, Fisher K, Rosen R, Yood R, Garber L, Longhurst C, Kallenberg G, Yu E, Chan A, Tai-Seale M

Patients’ Perspectives on Plans Generated During Primary Care Visits and Self-Reported Adherence at 3 Months: Data From a Randomized Trial

J Particip Med 2024;16:e50242

DOI: 10.2196/50242

PMID: 38483458

PMCID: 10979329

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