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Project Overview
The primary care team at Xaayda Gwaay Ngaaysdll Naay (XGNN) offers their patients
enrollment in a unique texting service. A web-based platform (WelTel) sends and receives,
organizes, and archives all texting conversations, permitting bidirectional patient-provider
communication. Launched in April 2017, this service is a novel approach in the context of
primary care locally and nationally. The primary care providers at XGNN want to understand
how this service impacts patient care. To begin to assess the impact, we conducted a timely
quality improvement (QI) project (phase 1) at this site. This report will summarize our quality
improvement outcomes. Findings in phase 1 inform phase 2 research activities.
The overall aim of phase 1 was to describe the use of this service over a 17-month period (April
2017 – August 2018). Questions explored included:
1. Who used the service?
2. How did patients and providers use this service?
3. What proportion of communication were charted and eligible for provincial incentive
payments?
Funding Agency
Doctors of BC’s Specialist Services Committee Facility Engagement Initiative (FEI) is the
primary funder of the technology, implementation, and quality improvement activities associated
with WelTel at XGNN. FEI is a provincial initiative supporting engagement between physicians
and health authorities, with the aim of improving the working environment and ultimately patient
care1.
Description of Setting
XGNN is one of two hospitals on Haida Gwaii located
in Daajing giids/Queen Charlotte, off the northwest
coast of British Columbia (see map). The new facility,
servicing 2600 patients, was opened in November
2016 and offers a full range of outpatient and
emergency care, in-hospital care (16 beds, 8 for long-
term care), and low-risk obstetrics. It is also a
Community Oncology Networked site with the BC
Cancer Agency, providing a full range of systemic
therapies for cancer patients.
1
For more information on FEI: http://sscbc.ca/physician-engagement/supporting-facility-based-physicians
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Xaayda Gwaay Ngaaysdll Naay
3209 Oceanview Drive,
Queen Charlotte, B.C., V0T 1S0
Phone: 250-559-4900
It should be noted that cellphone use and reception is not ubiquitous on Haida Gwaii. Many
individuals in rural and remote B.C. still rely on landline phones or devices with WiFi connection
for communication. There is promise for greater connectivity on Haida Gwaii (Village of Port
Clements to see Telus connectivity in Spring 2019) and the North West.
All practices at this site use an electronic medical record (EMR) known as Medical Office
Information System (MOIS). Each practice also has a Primary Care Assistant (PCA) with the
role of assisting the physicians with administrative duties. Their role in managing patient needs
via WelTel in conjunction with the practicing physician is evolving.
Description of Intervention
The WelTel platform is hosted via secure local server and meets all privacy and security
standards. Its impact on medication adherence and patient wellbeing has been assessed
through research in African and Canadian contexts2,3. Functions include system-generated
appointment reminders and check-ins delivered via text message, in which a patient receives
appointment details or the question, “How are things this week?”. Patients consenting to enrol in
the service can identify health concerns at any time, linking responses to a provider through the
web platform for triage
and advice (see image).
2
The Cedar Project WelTel mHealth intervention for HIV prevention in young Indigenous people who use illicit drugs:
study protocol for a randomized controlled trial. Available from:
https://trialsjournal.biomedcentral.com/articles/10.1186/s13063-016-1250-3
3
Effects of a mobile phone short message service on antiretroviral treatment adherence in Kenya (WelTel Kenya1): a
randomised trial. Available from: https://www.sciencedirect.com/science/article/pii/S0140673610619976
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Xaayda Gwaay Ngaaysdll Naay
3209 Oceanview Drive,
Queen Charlotte, B.C., V0T 1S0
Phone: 250-559-4900
Methods
The Project Manager, formally trained in evaluation & research, conducted the analysis.
Informal meetings with primary care providers and administration at XGNN guided the analysis
and outcome measures. Questions, data source(s), and outcome(s) are described in Table 1.
Findings were described at both the site level and the practice level.
Question 3: What proportion of communication was eligible for provincial incentive payments?
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Xaayda Gwaay Ngaaysdll Naay
3209 Oceanview Drive,
Queen Charlotte, B.C., V0T 1S0
Phone: 250-559-4900
Results
Between April 2017 and August 2018, there were of 128 patients enrolled in WelTel. As of
August 13, 2018, 103 patients in Practices A through D were active (Table 2). At total of 25
patients texted “STOP” or asked a provider to remove them from the service (inactive). Inactive
patients are not fully removed from the system and can re-enroll at any time.
*Users are active if they were enrolled on final date of analysis (Aug 19, 2018).
**Proxy Patients - defined as individuals not enrolled in WelTel service that receives some form of care or health advice via a proxy (e.g. spouse or
next of kin). The proxy may be a primary caregiver or retains the only household cellphone.
Of the 128 users, 73% were female and 27% were male
(Figure 2, Table 4).
Age: range = 16 – 84 years, median = 44
M Male = 34, Female = 94
27% Youth4 = 9
Proxy patients from practice A and B (N=7) had the following characteristics:
Age: range = 13 – 67 years, median = 14
Male = 4, Female = 3
Youth = 4 or 57%
A B C D
Age Range 16 – 84 16 – 67 24 – 73 19 – 58
Median 46 41 45.5 34.5
Sex M 17 9 6 2
F 52 16 12 14
4
Youth ≤ 18 years of age
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Xaayda Gwaay Ngaaysdll Naay
3209 Oceanview Drive,
Queen Charlotte, B.C., V0T 1S0
Phone: 250-559-4900
Informed by literature and practice, it was postulated that this modality of care would improve
patient management of chronic conditions in this particular population: cancer, hypertension
(HTN), chronic obstructive pulmonary disorder (COPD), congestive heart failure (CHF), and
diabetes mellitus (DM). However, voluntary enrollment in the service was open to all patients
and not contingent on a diagnosis of one or more of the chronic conditions of interest. There
were 50 diagnoses of these conditions among users (Table 3).
Table 4. Diagnosed chronic conditions of WelTel users.
The number of users with one or more chronic condition was 39 (or 30.5%). A majority of users
(89 or 69.5%) did not have the diagnosed condition(s) of interest. Among WelTel users, HTN
and DM were most prevalent, with only 1 patient with COPD enrolled. There are 2600 active
patients at XGNN, with a total of 769 diagnoses of chronic conditions (HTN, CA, COPD, CHF, or
DM) (Table 5). Approximately 6.5% (50 out of 769) of diagnoses are captured in users of
WelTel.
Mental health diagnoses (e.g. depression, bipolar disorder) were also captured and assessed
across the user population (n=29) for each practice:
Practice A = 11
Practice B = 8
Practice C = 5
Practice D = 5
Of the 128 users, 25 were inactive by the end of August 2018. Only 5 of the 25 inactive users
had a diagnosed chronic condition of interest. Reasons for attrition (inactive users = texting
“STOP” or asking to be removed from the system) included:
Frustrations due to technical issues with sending/receiving messages;
Acute care requirements were met and will reactivate for emerging needs;
Felt uncomfortable receiving care via text and prefer other modalities;
Expectations not met due to frequency of messaging (i.e. weekly);
Texted “STOP” with no reason provided.
Question 2: How did patients & providers use this service?
There were a total of 6272 conversations5 between patients and providers between the weeks
of April 3 2017 and August 13 2018. A majority of responses were O.K., with 15% of
conversations requiring response (Figure 4).
Check-in Frequency & Type Over Time (Apr 2017 - Aug 2018)
600
# of Weekly Check-ins (monthly)
500
400
300
200
100
0
APR MAY JUN JUL AUG SEPT OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG
Total Check-Ins 43 140 294 448 340 338 460 387 402 520 430 410 513 414 409 518 206
O.K. 32 73 189 306 211 220 286 232 234 303 251 244 276 214 211 258 12
No Response 3 28 55 79 80 71 114 79 100 124 115 113 139 124 123 204 193
Care Conversation 8 39 50 63 49 47 60 76 68 93 64 53 98 76 75 56 1
Figure 4. Check-in Frequency & Type Over Time (Apr 2017 - Aug 2018).
5
Conversations – texts exchanged and sorted within one-week intervals in WelTel (Monday to Sunday).
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Xaayda Gwaay Ngaaysdll Naay
3209 Oceanview Drive,
Queen Charlotte, B.C., V0T 1S0
Phone: 250-559-4900
Care conversations (defined as check-in’s requiring triage) were counted at weekly intervals.
Within a care conversation, there were multiple instances of care classified. Within 976 care
conversations, 1,063 instances of care were documented (Table 6).
Table 6. A Summary of the Instances of Care Provided to Active Users on WelTel (Apr 2017 - Aug 2018).
Question 3: What proportion of communication were charted and eligible for provincial
incentive payments?
All clinically important conversations in Weltel were copied into the patient health record, with a
unique identifying code “WT” created for purposes of auditing care provided via texting. There
were 664 WT encounters in MOIS. A WT encounter in the chart includes:
Name of the person who communicated with the patient;
Advice provided to the patient (communication/summary);
Modality of communication (telephone or text);
Confirmation that advice has been received.
Providing two-way medical advice via text message is billable as per the GP
Email/Text/Telephone Medical Advice Relay Incentive (G14078)6. It’s important to note that
providers at XGNN are remunerated as salaried employees and all but one practice are shared.
Nevertheless, the WT encounter can provide theoretical insights into billable instances of care in
accordance with G14078 eligibility criteria (Table 7).
6
GP Services Committee: Conferencing & Telephone Management Incentives, Revised January 2018.
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Xaayda Gwaay Ngaaysdll Naay
3209 Oceanview Drive,
Queen Charlotte, B.C., V0T 1S0
Phone: 250-559-4900
INCOMING: Pretty good just had back and chest pain I think that was from pulling up crab traps.
Includes health advice sought by the patient and
Symptom delivered by the provider that is specific to patient or OUTGOING: Are you still having chest pain?
Assessment & proxy patient needs and/or conditions (acute/chronic).
Management INCOMING: No it lasted for just over 24 hours.
(SAM)
OUTGOING: Hi xx, Can I call you to discuss the episode of chest pain you had? I'd like to get a little more
information.
Appointment Any reminder to patients that they have an SYSTEM: You have an upcoming appointment at January 10 at 02:30 pm
Reminder (AR) appointment at the clinic. Includes manual or
automated reminders.
OUTGOING : Okay. Are you able to come to see Dr. Horner on call tomorrow? He has an opening at 3:30?
Appointment
Scheduling Includes clinic and specialist appointment requests. INCOMING : Yes, thank you
(AS)
OUTGOING : Great. I will book you in to see him tomorrow.
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Xaayda Gwaay Ngaaysdll Naay
3209 Oceanview Drive,
Queen Charlotte, B.C., V0T 1S0
Phone: 250-559-4900
Discussion
Users
The initial hope for this service was to offer a new modality for chronic disease self-
management. However, enrollment did not just target patients with the conditions of interest, but
was open to all. A majority of those with the conditions of interest (HTN, COPD, CA, CHF, DM)
using this service have remained active. This could indicate satisfaction with the service, but
with this data we can only speculate user satisfaction and impact on health outcomes. Many
patients enrolled also had mental health diagnoses, and it may be worth exploring how this
platform assists the management of these conditions in particular.
Patients enrolled also used the service to proxy for family members, although the numbers were
small. Within NHA’s patient and family-centered care strategy, there is emphasis on including
patients and family members as equal partners alongside inter-professional teams in care
planning. Providers should consider that the provision of care via text message could involve
family members if proper consent is given. This option may be of primary interest to individuals
without access to a cellular device of their own or those who wish to assist their family members
with chronic or acute care needs at home.
Care Conversations
As more patients enrolled in the service, the total number of check-ins increased (Figure 2).
There is a very gradual linear relationship between total number of check-ins and the amount of
conversations requiring care. Whether enrollment was 45 patients or 128, the number of care
conversations was still fewer than O.K. and non-responses. Despite initial assumptions, the vast
majority of check-ins do not indicate a need for triage or medical advice. Alone, this data does
not fully capture impact on provider workflow, such as time spent triaging. However, it does help
to inform considerations among providers when designing appropriate implementation or scale-
up strategies.
Instances of Care
Symptoms assessment & management (SAM) and data sharing (DS) accounted for
approximately 47% of all instances of care. These are key components of chronic disease self-
management. SAM and DS through text are individualized and the two-way functionality offered
the patient or proxy the ability to ask questions for further clarification. DS with patients has
been done in innovative ways that extend beyond clinic visits or phone calls (e.g. online lab
results, medical devices that relay information directly to provider). These trends indicate that
bidirectional communication offers data sharing capability, using more ubiquitous technology
that patients are already familiar with.
Many instances of care were general advice, similar to the care one would receive from calling
the 8-1-1 Nurses Hotline. The providers would refer to 8-1-1 for after-hours assistance. This
could be of added benefit, improving awareness of related services through this modality.
Providers may wish to cite specific programs or integrate this information into broadcast
messages, all of which contribute to awareness, access, streamlining of services, and the health
literacy of the general public. It is not in the interest of providers to have scripted responses, but
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Xaayda Gwaay Ngaaysdll Naay
3209 Oceanview Drive,
Queen Charlotte, B.C., V0T 1S0
Phone: 250-559-4900
“suggested responses” should be considered when training of providers in WelTel. This can
improve consistency, acceptability, and comfort levels for providers.
Patients did ask for assistance with documentation (O) like requisition forms, or for assistance
navigating the health system (e.g. asking for clarification, names of providers, dates of visiting
specialists). These activities may be better suited for triage by a primary care assistant or
administrative positions. Based on the care model at XGNN, both providers and their assistants
can triage via text as appropriate. Adopting this approach at the clinic is in progress.
It’s important to note that while we can capture and quantify indicators that relate to improving
physical health, there are potential benefits, uses, and harms that are not so easily captured.
For example, one patient used the service much like a reflective journal, not seeking direct care
per se, but feeling a sense of security while using the service as their own therapeutic
intervention. Many patients also travelled and kept their primary care provider up-to-date on
their health status. This warrants further qualitative assessment. The diversity of users that
enrolled in the service supports both targeted enrollment to deliver specific types of care and the
merits of generalized enrollment. The diversity of need from the more generalized enrollment
showcased the ability for bidirectional communication to do more than what was predicted.
Theoretical cost savings for fee-for-service physicians as per incentive billing seems prohibitive
if large numbers of patients are enrolled. For example, Practice A had the largest number of
patient users (n=69) and both providers in that practices have met their quota for billable
instances of care. Assessing cost-savings upstream (e.g. provider time, clinic or emergency
room visits avoided) may be more relevant.
Implementation Summary
Prior to launch in April 2017, a privacy impact assessment and a harmonized ethics review
through the University of British Columbia (UBC) were completed. The initial hope for this
platform was to conduct research, assessing effectiveness of the platform for chronic disease
management patients. The first iteration of use centred on our nurse practitioner managing all
incoming texts, responding or triaging for appointments as she felt appropriate. She enrolled
patients she felt suitable for texting, particularly youth and those with chronic mental health
needs. There was less interest for voluntary enrollment by patients with chronic diseases than
anticipated. The majority of patients currently active in Weltel were those she enrolled. Northern
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Xaayda Gwaay Ngaaysdll Naay
3209 Oceanview Drive,
Queen Charlotte, B.C., V0T 1S0
Phone: 250-559-4900
Health supported this project by protecting time in her schedule for Weltel and for rapid-access
appointments she could schedule those needing urgent appointments.
With her departure at the mid-point of the pilot, the project lead (Dr. T Morton) took over primary
responsibility with the assistance by the clinic nursing team. Enrollment was halted as we trialed
different use case scenarios, with variable involvement of the nursing team, as most were
uncomfortable with the nature of care provided. In August, the provider alerted patients to a
temporary cessation of the service, picking up again at the end of summer (Figure 2). As the
other practices have observed its utility and benefit, there has been gradual evolution and
uptake on the part of the other physicians, such that 3 of the 4 practices (A, B, D) are now using
the platform to support care. Additionally, the primary care assistants of these practices are now
using Weltel for appointment scheduling and reminders, and for triage.
Successful implementation of WelTel at XGNN and understanding its use in primary care goes
beyond evaluating its use. A timeline providing an overview of past, present, and future activities
of various team members that have made considerable contributions to the launch and
sustainability of this service can be found in Table 9 of the appendix.
Although their goals and strategies are not targeting mobile health (mHealth) patient-provider
interventions like WelTel, there is relevance (Table 10, Appendix). The evaluation of its
implementation as QI helps NHA to better understand barriers and enablers to use. Given the
lack of provincial policy around the use of mobile health digital health interventions in the
primary care setting, we consider this project as driving policy versus being policy-driven. This
project helps to foster enabling environments to expand Telehealth, and will contribute to the
rural and northern network of services.
Feedback from users informed changes to the platform that will improve its compatibility in this
context. The frequency of check-ins will be flexible, allowing the physician and patient to select
from daily, weekly, or monthly check-in options. There will also be an option for no check-ins,
suitable to patients uncomfortable with prompts or providers that may use this modality of
communication for care in other ways. Other functions that may be considered include the
videoconferencing capability between patient and provider.
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Xaayda Gwaay Ngaaysdll Naay
3209 Oceanview Drive,
Queen Charlotte, B.C., V0T 1S0
Phone: 250-559-4900
In December 2018, Dr. D Jaworsky, Department of Internal Medicine, at Mills Memorial Hospital
in Terrace, B.C. will be using the platform to support patients on Hepatitis C or HIV treatment in
the northwest. The team at XGNN has provided support for this project. Dr. Jaworsky will be
using the next iteration of the WelTel platform as her implementation strategy requires the
flexible check-in options.
Quality improvement and research will better inform how this service impacts patient care.
The QI outcomes described in this report immediately inform the delivery of the service at
XGNN. In phase 2, more rigorous research will evaluate implementation and outcomes related
to patient care. Potential implementation and effectiveness research will be complementary,
emphasizing timely outcomes to improve site-specific delivery, while improving generalizability
of results:
Dr. Morton is currently Primary Investigator (PI) of an effectiveness study approved by
NHA, FNHA, UBC, and community leadership. Recruitment is ongoing.
Dr. R Lester (PI), co-founder of WelTel, and Dr. Morton are co-leads on an application to
Michael Smith Foundation for Health Research (MSFHR) Implementation Science Team
Program. They were awarded Phase 1 ($10,000.00) in September 2018 on a research
project to study the implementation and scale-up of the texting service in the northwest.
The deadline for Phase 2 is February 2019.
Project Manager Alissa MacMullin (MPH) is a local research trainee engaged in both
projects as a Masters of Science student in Population and Public Health at UBC.
Questions or inquiries regarding this project and participation in future activities can be directed
at the Project Manager, Alissa MacMullin (alissa.macmullin@northernhealth.ca, 778-349-4219)
or Project Lead, Dr. Tracy Morton (tracy.morton@northernhealth.ca, 250-637-1846).
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Xaayda Gwaay Ngaaysdll Naay
3209 Oceanview Drive,
Queen Charlotte, B.C., V0T 1S0
Phone: 250-559-4900
Appendix
Table 9. 2017-18 Timeline of Related Activities
2017 April 2017, launch of WelTel at XGNN following privacy impact assessment, operational approval,
& UBC Behavioural Ethics Approval.
February 2018, Quality Forum conference, Vancouver (T Morton & Alissa MacMullin).
August 2018, T Morton away. WelTel services stopped for 3 weeks, resuming week of Aug 20.
September 2018, Michael Smith Foundation for Health Research (MSFHR) Implementation
Science Team Program Phase 1 grant was awarded to Primary Investigators Dr. Richard Lester
2018 of UBC mHealth Research Group and Dr. Tracy Morton for a research project to study the
implementation and scale-up of the texting service ($10,000.00).
October 2018, WelTel finished customization of the platform to include variants of messaging
frequency (none, daily, weekly, monthly). Enrollment and care provision via WelTel expands to
include providers & PCAs from Practice B and D.
December 2018, WelTel expands to include Denise Jaworsky (NHA Internal Medicine, Terrace)
Expansion a response to reviewers, pilot of WelTel within NHA beyond primary care providers
(specialists, NPs). Pilot data (April 2017 to August 2018) quality improvement analysis completed.
Feb 2019, deadline for Phase 2 application for MSFHR ($500,000.00 over 3 years).
2019
Spring 2019, TELUS connectivity for the Village of Port Clements, Haida Gwaii.
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Xaayda Gwaay Ngaaysdll Naay
3209 Oceanview Drive,
Queen Charlotte, B.C., V0T 1S0
Phone: 250-559-4900
Table 10. Aligning project activities with strategic priorities in the Northern 5-Year Telehealth Plan.
Goal 2: Make Telehealth Easier to Useful to a wide range of patients to improve access.
Access
Increase use among patients facing Will be trialed by Denise Jaworsky in Internal Medicine
barriers to accessing care (NW, NHA) to determine its use for specialist care.
Improve access to specialist and
sub-specialty care in remote and FN Patients in remote and FN communities are engaged.
communities
Goal 4: Build a foundation for Telehealth A grassroots approach championed by GP that informs
that works for the North Telehealth plan and requires minimal current financial
Ensure that the Northern Telehealth investment by NHA.
plan supports longitudinal care and
within that, optimal roles for primary Usefulness extends beyond primary care providers to
care providers and specialists specialists and clinics.
Ensure Telehealth provides value by
assessing technology, risk, Aligns with triple health aim framework (health of
processes and resource allocation populations, patient experience, and reducing cost to
through the expanded triple-aim system).
lens.
Ensure alignment of NH Telehealth Informs policy and decision-making. Alignment of its use to
with policy and legislative national, provincial, regional, & local strategies.
frameworks
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