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Managing Patient Information Longitudinally

Between competing feelings of fatigue and satisfaction from a busy day of helping others, I am occasionally unsettled by a gnawing distraction: Did I miss anything today?

Most of us accept that some inherent uncertainty exists in the practice of medicine. Family physicians depend on minor obsessive-compulsive rituals to prevent subtle mistakes that may result in catastrophe. The Institute of Medicine released a report last year highlighting the large number of medical errors that shorten lives in the United States. However, family physicians are less likely to commit overt errors of commission, mistakenly taking a wrong action. Our errors are more subtle acts of omission: We forget, lose, misplace, or simply do not prioritize some piece of information that, in retrospect, should have changed our approach to a patient problem.

Optimal patient care requires the right action at the right time. Researchers in the United States spend significant resources attempting to decipher the right action for a multitude of health problems but fail to examine patient management issues in the context of longitudinal care for individuals. Errors occasionally occur because we do not take the right action, but more often we do not take the action at the right time, especially for chronic diseases.

Two recent studies provide evidence of potential primary care errors where the sense of immediacy may have been blunted by the steady march of time. Schootman and colleagues3 found that 14% of abnormal findings on breast cancer screening had inadequate follow-up. McBride and coworkers4 showed that documentation of appropriate management for cardiovascular disease risks (such as management of cholesterol >200mg/dL) was found in approximately 65% of charts. Although these studies do not specifically address medical errors in primary care practices, they do suggest that we should strengthen our office management procedures to reduce potential errors, especially those relating to follow-up of potential health problems.

In this issue of the Journal, Mold and colleagues5 report their examination of methods for managing laboratory information and offer an interesting glimpse into how practice-based research can be used to investigate common primary care problems where errors may occur. Ordering a laboratory test is the inciting event for cascading actions and reactions intended to provide clinical clarity, better patient health, and a satisfied clinician. However, too often we must contend with inadequate specimens, reports that do not return in their usual time frame, or the wrong laboratory test being done. In spite of these potential traps, we remain trusting of our abilities to avoid catastrophic medical outcomes.

Mold and coworkers explored the management and reporting of laboratory tests with the goal of finding best practices. The greatest asset of this study is its description of real world practice. The authors did not test for best practices. To test, one must rigidly control extraneous variables and compare a practice with other known strategies. The importance of this study lies in the direction it points and its intended destination. Mold and colleagues asked an important question, examined practices, and sought improvement through practice-based research.

Laboratory management

Mold and coworkers examined 4 steps in the management of laboratory testing. The first step is tracking tests until results are received. Developing a system that tracks physician orders, specimen collection, specimen transport and receipt, and return of results over time is vital to effective quality monitoring. The complex portion of this task appears to be what happens between the day of collection and receipt of results. The optimal practice in this study used a log in the laboratory with a second registry using billing data.

However, logbook information is isolated from the medical record and devoid of the pertinent patient information found there. Laboratory information management is really patient information management. The process of tracking information in the form of a question until it becomes an answer is a complex task. Seamless information systems that can link our office notes and plans to laboratory and radiological assessments are eagerly sought improvements to clinical practice.

Tracking information over time is difficult because no standard formats exist for how information should be organized. Laboratory management is similar to other pieces of data that we attempt to track. Examples include disease-specific measures, such as diabetic flow sheets and preventative strategies such as Papanicolaou tests, lipid testing, or documentation of smoking status. The problem is that tracking tools can distance us from patient-specific data that provide useful cues to improve effective care. Practicing primary care clinicians must eventually develop patient-specific information that is accessed at the right time.

Notifying patients of results is the second step in laboratory management. Mold and coworkers found that laboratory results can be most simply explained with a note on the laboratory report mailed to the patient. Patients expect information to be in the form of clear answers. Unfortunately, information obtained from laboratory testing may not always clarify a condition, and ambiguous laboratory results may confuse patients. Further research in primary care should seek to elucidate the determinants of high-quality communication. We should test other strategies for communicating results to patients. Allowing them an opportunity to participate in their own medical decisions has been shown beneficial.6 Despite these complexities, this study encourages us to simplify our processes to ensure that patients are notified.

 

 

The third step is to document the notification of the patient by placing the original laboratory report in the medical record. Perhaps more important than simple notification is placing the information in the context of a patient’s problem or life goals. Then we should document how patients understand and interpret the information we provide within the context of their goals.7

The fourth step, assuring that recommended follow-up for an abnormal test result occurs, had no best method. Physicians may assume that this step goes beyond their legal responsibility and that it is the patient’s responsibility to use the information provided. However, follow-up may be the shared responsibility of both the patient and the family physician. We must provide the information patients need to make good decisions. Then we need to document the decisions that patients make and how these decisions may change over time.

It’s about time

In family practice, we watch and wait. While we are waiting, other competing demands intervene. We may be distracted by a new problem, a patient’s reluctance to prioritize the problem, or we may simply forget to follow-up. We attempt to keep our clinical antennae tuned for potential hazards along the traditional diagnostic and therapeutic paths. Our habits remind us to always check twice or to call the laboratory if we remember that a result is tardy. Unfortunately, we depend on our own memory, because we simply do not know a better way.

We often treat time as our ally. It allows us the opportunity to study, revisit, and recheck. However, events can quickly turn, and time may become a formidable enemy. Management of information over time is central to quality systems in primary care. Mold and colleagues have begun the process of assessing our management of laboratory testing and finding opportunities for improvement. In their study, many times no system was in place. Even when a good system was present, 15% of laboratory tests ordered had no results found in the medical record.

It is time we develop systems to aid us in attaining high-quality patient care. We should realize that time is neither our friend nor our foe, but one more resource that we need to manage effectively to help our patients. Developing systems of information management that can retrieve information and remind us to perform certain tasks should be an important priority for future practice-based research.

References

1. of Medicine. To err is human: building a safer health system. In: Kohn L, Corrigan J, Donaldson M, eds. Washington, DC: National Academy Press; 1999.

2. B. Primary care: balancing health needs, services, and technology. New York, NY: Oxford University Press; 1998;32-33.

3. M, Myers-Geadelmann J, Fuortes L. Factors associated with adequacy of diagnostic workup after abnormal breast cancer screening results. J Am Board Fam Pract 2000;13:94-100.

4. P, Underbakke G, Plane MB, et al. Improving prevention systems in primary care practices: the Health Education and Research Trial (HEART). 2000;49:115-25.

5. J, Cacy D, Dalbir D. Management and reporting of laboratory test results in family practice: an OKPRN Study. J Fam Pract 2000;49:709-715.

6. C, Bradley C, Britten N, Stevenson F, Barber N. Patients’ unvoiced agendas in general practice consultations: qualitative study. BMJ 2000;320:1246-50.

7. J, Blake GH, Becker LA. Goal-oriented medical care. J Fam Med 1991;23:46-51.

Author and Disclosure Information

Paul A. James, MD
Buffalo, New York

All correspondence should be addressed to Paul A. James, MD, Department of Family Medicine, Erie County Medical Center, 462 Grider Street, CC165, Buffalo, NY 14215.

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Paul A. James, MD
Buffalo, New York

All correspondence should be addressed to Paul A. James, MD, Department of Family Medicine, Erie County Medical Center, 462 Grider Street, CC165, Buffalo, NY 14215.

Author and Disclosure Information

Paul A. James, MD
Buffalo, New York

All correspondence should be addressed to Paul A. James, MD, Department of Family Medicine, Erie County Medical Center, 462 Grider Street, CC165, Buffalo, NY 14215.

Between competing feelings of fatigue and satisfaction from a busy day of helping others, I am occasionally unsettled by a gnawing distraction: Did I miss anything today?

Most of us accept that some inherent uncertainty exists in the practice of medicine. Family physicians depend on minor obsessive-compulsive rituals to prevent subtle mistakes that may result in catastrophe. The Institute of Medicine released a report last year highlighting the large number of medical errors that shorten lives in the United States. However, family physicians are less likely to commit overt errors of commission, mistakenly taking a wrong action. Our errors are more subtle acts of omission: We forget, lose, misplace, or simply do not prioritize some piece of information that, in retrospect, should have changed our approach to a patient problem.

Optimal patient care requires the right action at the right time. Researchers in the United States spend significant resources attempting to decipher the right action for a multitude of health problems but fail to examine patient management issues in the context of longitudinal care for individuals. Errors occasionally occur because we do not take the right action, but more often we do not take the action at the right time, especially for chronic diseases.

Two recent studies provide evidence of potential primary care errors where the sense of immediacy may have been blunted by the steady march of time. Schootman and colleagues3 found that 14% of abnormal findings on breast cancer screening had inadequate follow-up. McBride and coworkers4 showed that documentation of appropriate management for cardiovascular disease risks (such as management of cholesterol >200mg/dL) was found in approximately 65% of charts. Although these studies do not specifically address medical errors in primary care practices, they do suggest that we should strengthen our office management procedures to reduce potential errors, especially those relating to follow-up of potential health problems.

In this issue of the Journal, Mold and colleagues5 report their examination of methods for managing laboratory information and offer an interesting glimpse into how practice-based research can be used to investigate common primary care problems where errors may occur. Ordering a laboratory test is the inciting event for cascading actions and reactions intended to provide clinical clarity, better patient health, and a satisfied clinician. However, too often we must contend with inadequate specimens, reports that do not return in their usual time frame, or the wrong laboratory test being done. In spite of these potential traps, we remain trusting of our abilities to avoid catastrophic medical outcomes.

Mold and coworkers explored the management and reporting of laboratory tests with the goal of finding best practices. The greatest asset of this study is its description of real world practice. The authors did not test for best practices. To test, one must rigidly control extraneous variables and compare a practice with other known strategies. The importance of this study lies in the direction it points and its intended destination. Mold and colleagues asked an important question, examined practices, and sought improvement through practice-based research.

Laboratory management

Mold and coworkers examined 4 steps in the management of laboratory testing. The first step is tracking tests until results are received. Developing a system that tracks physician orders, specimen collection, specimen transport and receipt, and return of results over time is vital to effective quality monitoring. The complex portion of this task appears to be what happens between the day of collection and receipt of results. The optimal practice in this study used a log in the laboratory with a second registry using billing data.

However, logbook information is isolated from the medical record and devoid of the pertinent patient information found there. Laboratory information management is really patient information management. The process of tracking information in the form of a question until it becomes an answer is a complex task. Seamless information systems that can link our office notes and plans to laboratory and radiological assessments are eagerly sought improvements to clinical practice.

Tracking information over time is difficult because no standard formats exist for how information should be organized. Laboratory management is similar to other pieces of data that we attempt to track. Examples include disease-specific measures, such as diabetic flow sheets and preventative strategies such as Papanicolaou tests, lipid testing, or documentation of smoking status. The problem is that tracking tools can distance us from patient-specific data that provide useful cues to improve effective care. Practicing primary care clinicians must eventually develop patient-specific information that is accessed at the right time.

Notifying patients of results is the second step in laboratory management. Mold and coworkers found that laboratory results can be most simply explained with a note on the laboratory report mailed to the patient. Patients expect information to be in the form of clear answers. Unfortunately, information obtained from laboratory testing may not always clarify a condition, and ambiguous laboratory results may confuse patients. Further research in primary care should seek to elucidate the determinants of high-quality communication. We should test other strategies for communicating results to patients. Allowing them an opportunity to participate in their own medical decisions has been shown beneficial.6 Despite these complexities, this study encourages us to simplify our processes to ensure that patients are notified.

 

 

The third step is to document the notification of the patient by placing the original laboratory report in the medical record. Perhaps more important than simple notification is placing the information in the context of a patient’s problem or life goals. Then we should document how patients understand and interpret the information we provide within the context of their goals.7

The fourth step, assuring that recommended follow-up for an abnormal test result occurs, had no best method. Physicians may assume that this step goes beyond their legal responsibility and that it is the patient’s responsibility to use the information provided. However, follow-up may be the shared responsibility of both the patient and the family physician. We must provide the information patients need to make good decisions. Then we need to document the decisions that patients make and how these decisions may change over time.

It’s about time

In family practice, we watch and wait. While we are waiting, other competing demands intervene. We may be distracted by a new problem, a patient’s reluctance to prioritize the problem, or we may simply forget to follow-up. We attempt to keep our clinical antennae tuned for potential hazards along the traditional diagnostic and therapeutic paths. Our habits remind us to always check twice or to call the laboratory if we remember that a result is tardy. Unfortunately, we depend on our own memory, because we simply do not know a better way.

We often treat time as our ally. It allows us the opportunity to study, revisit, and recheck. However, events can quickly turn, and time may become a formidable enemy. Management of information over time is central to quality systems in primary care. Mold and colleagues have begun the process of assessing our management of laboratory testing and finding opportunities for improvement. In their study, many times no system was in place. Even when a good system was present, 15% of laboratory tests ordered had no results found in the medical record.

It is time we develop systems to aid us in attaining high-quality patient care. We should realize that time is neither our friend nor our foe, but one more resource that we need to manage effectively to help our patients. Developing systems of information management that can retrieve information and remind us to perform certain tasks should be an important priority for future practice-based research.

Between competing feelings of fatigue and satisfaction from a busy day of helping others, I am occasionally unsettled by a gnawing distraction: Did I miss anything today?

Most of us accept that some inherent uncertainty exists in the practice of medicine. Family physicians depend on minor obsessive-compulsive rituals to prevent subtle mistakes that may result in catastrophe. The Institute of Medicine released a report last year highlighting the large number of medical errors that shorten lives in the United States. However, family physicians are less likely to commit overt errors of commission, mistakenly taking a wrong action. Our errors are more subtle acts of omission: We forget, lose, misplace, or simply do not prioritize some piece of information that, in retrospect, should have changed our approach to a patient problem.

Optimal patient care requires the right action at the right time. Researchers in the United States spend significant resources attempting to decipher the right action for a multitude of health problems but fail to examine patient management issues in the context of longitudinal care for individuals. Errors occasionally occur because we do not take the right action, but more often we do not take the action at the right time, especially for chronic diseases.

Two recent studies provide evidence of potential primary care errors where the sense of immediacy may have been blunted by the steady march of time. Schootman and colleagues3 found that 14% of abnormal findings on breast cancer screening had inadequate follow-up. McBride and coworkers4 showed that documentation of appropriate management for cardiovascular disease risks (such as management of cholesterol >200mg/dL) was found in approximately 65% of charts. Although these studies do not specifically address medical errors in primary care practices, they do suggest that we should strengthen our office management procedures to reduce potential errors, especially those relating to follow-up of potential health problems.

In this issue of the Journal, Mold and colleagues5 report their examination of methods for managing laboratory information and offer an interesting glimpse into how practice-based research can be used to investigate common primary care problems where errors may occur. Ordering a laboratory test is the inciting event for cascading actions and reactions intended to provide clinical clarity, better patient health, and a satisfied clinician. However, too often we must contend with inadequate specimens, reports that do not return in their usual time frame, or the wrong laboratory test being done. In spite of these potential traps, we remain trusting of our abilities to avoid catastrophic medical outcomes.

Mold and coworkers explored the management and reporting of laboratory tests with the goal of finding best practices. The greatest asset of this study is its description of real world practice. The authors did not test for best practices. To test, one must rigidly control extraneous variables and compare a practice with other known strategies. The importance of this study lies in the direction it points and its intended destination. Mold and colleagues asked an important question, examined practices, and sought improvement through practice-based research.

Laboratory management

Mold and coworkers examined 4 steps in the management of laboratory testing. The first step is tracking tests until results are received. Developing a system that tracks physician orders, specimen collection, specimen transport and receipt, and return of results over time is vital to effective quality monitoring. The complex portion of this task appears to be what happens between the day of collection and receipt of results. The optimal practice in this study used a log in the laboratory with a second registry using billing data.

However, logbook information is isolated from the medical record and devoid of the pertinent patient information found there. Laboratory information management is really patient information management. The process of tracking information in the form of a question until it becomes an answer is a complex task. Seamless information systems that can link our office notes and plans to laboratory and radiological assessments are eagerly sought improvements to clinical practice.

Tracking information over time is difficult because no standard formats exist for how information should be organized. Laboratory management is similar to other pieces of data that we attempt to track. Examples include disease-specific measures, such as diabetic flow sheets and preventative strategies such as Papanicolaou tests, lipid testing, or documentation of smoking status. The problem is that tracking tools can distance us from patient-specific data that provide useful cues to improve effective care. Practicing primary care clinicians must eventually develop patient-specific information that is accessed at the right time.

Notifying patients of results is the second step in laboratory management. Mold and coworkers found that laboratory results can be most simply explained with a note on the laboratory report mailed to the patient. Patients expect information to be in the form of clear answers. Unfortunately, information obtained from laboratory testing may not always clarify a condition, and ambiguous laboratory results may confuse patients. Further research in primary care should seek to elucidate the determinants of high-quality communication. We should test other strategies for communicating results to patients. Allowing them an opportunity to participate in their own medical decisions has been shown beneficial.6 Despite these complexities, this study encourages us to simplify our processes to ensure that patients are notified.

 

 

The third step is to document the notification of the patient by placing the original laboratory report in the medical record. Perhaps more important than simple notification is placing the information in the context of a patient’s problem or life goals. Then we should document how patients understand and interpret the information we provide within the context of their goals.7

The fourth step, assuring that recommended follow-up for an abnormal test result occurs, had no best method. Physicians may assume that this step goes beyond their legal responsibility and that it is the patient’s responsibility to use the information provided. However, follow-up may be the shared responsibility of both the patient and the family physician. We must provide the information patients need to make good decisions. Then we need to document the decisions that patients make and how these decisions may change over time.

It’s about time

In family practice, we watch and wait. While we are waiting, other competing demands intervene. We may be distracted by a new problem, a patient’s reluctance to prioritize the problem, or we may simply forget to follow-up. We attempt to keep our clinical antennae tuned for potential hazards along the traditional diagnostic and therapeutic paths. Our habits remind us to always check twice or to call the laboratory if we remember that a result is tardy. Unfortunately, we depend on our own memory, because we simply do not know a better way.

We often treat time as our ally. It allows us the opportunity to study, revisit, and recheck. However, events can quickly turn, and time may become a formidable enemy. Management of information over time is central to quality systems in primary care. Mold and colleagues have begun the process of assessing our management of laboratory testing and finding opportunities for improvement. In their study, many times no system was in place. Even when a good system was present, 15% of laboratory tests ordered had no results found in the medical record.

It is time we develop systems to aid us in attaining high-quality patient care. We should realize that time is neither our friend nor our foe, but one more resource that we need to manage effectively to help our patients. Developing systems of information management that can retrieve information and remind us to perform certain tasks should be an important priority for future practice-based research.

References

1. of Medicine. To err is human: building a safer health system. In: Kohn L, Corrigan J, Donaldson M, eds. Washington, DC: National Academy Press; 1999.

2. B. Primary care: balancing health needs, services, and technology. New York, NY: Oxford University Press; 1998;32-33.

3. M, Myers-Geadelmann J, Fuortes L. Factors associated with adequacy of diagnostic workup after abnormal breast cancer screening results. J Am Board Fam Pract 2000;13:94-100.

4. P, Underbakke G, Plane MB, et al. Improving prevention systems in primary care practices: the Health Education and Research Trial (HEART). 2000;49:115-25.

5. J, Cacy D, Dalbir D. Management and reporting of laboratory test results in family practice: an OKPRN Study. J Fam Pract 2000;49:709-715.

6. C, Bradley C, Britten N, Stevenson F, Barber N. Patients’ unvoiced agendas in general practice consultations: qualitative study. BMJ 2000;320:1246-50.

7. J, Blake GH, Becker LA. Goal-oriented medical care. J Fam Med 1991;23:46-51.

References

1. of Medicine. To err is human: building a safer health system. In: Kohn L, Corrigan J, Donaldson M, eds. Washington, DC: National Academy Press; 1999.

2. B. Primary care: balancing health needs, services, and technology. New York, NY: Oxford University Press; 1998;32-33.

3. M, Myers-Geadelmann J, Fuortes L. Factors associated with adequacy of diagnostic workup after abnormal breast cancer screening results. J Am Board Fam Pract 2000;13:94-100.

4. P, Underbakke G, Plane MB, et al. Improving prevention systems in primary care practices: the Health Education and Research Trial (HEART). 2000;49:115-25.

5. J, Cacy D, Dalbir D. Management and reporting of laboratory test results in family practice: an OKPRN Study. J Fam Pract 2000;49:709-715.

6. C, Bradley C, Britten N, Stevenson F, Barber N. Patients’ unvoiced agendas in general practice consultations: qualitative study. BMJ 2000;320:1246-50.

7. J, Blake GH, Becker LA. Goal-oriented medical care. J Fam Med 1991;23:46-51.

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