TORONTO — When electronic completion of screening questionnaires replaced manually completed paper forms at a busy academic pediatric clinic, complete data capture was almost doubled without increasing the duration of the clinic visit, and, of course, it eliminated the work associated with managing paper records.
Due to the efficacy of the pre-visit capture, "all of the information — including individual responses and total scores — is available to the provider at a glance" by the time of the examination encounter, according to Brian T. Ketterman, MD, a third-year resident in pediatrics at the Monroe Carell Jr. Children's Hospital, Vanderbilt University, Nashville, Tennessee.
Urgent issues, such as suicidality risk, "are flagged so that they are seen first," he added.
The goal of going paperless was to improve the amount and the consistency of data captured with each well visit, according to Dr Ketterman. He described a major undertaking involving fundamental changes in the electronic medical record (EMR) system to accommodate the new approach.
Characterizing screening at well visits as "one of the most important jobs of a pediatrician" when he presented these data at the Pediatric Academic Societies annual meeting, he added that a paperless approach comes with many advantages.
Raising the Rate of Complete Data Capture
The American Academy of Pediatrics (AAP) has identified more than 30 screening elements at well-child visits. At his institution several additional screening elements have been added. Prior to going paperless, about 45.6% on average of this well-visit data was being captured in any specific patient encounter, even if the institution was doing well overall in capturing essential information, such as key laboratory values and immunizations.
The vast majority of the information that was missing depended on patient or family input, such as social determinants of health (SDoH), which includes the aspects of home environment, such as nutrition and safety. Dr Ketterman said that going paperless was inspired by positive experiences reported elsewhere.
"We wanted to build on this work," he said.
The goal of the program was to raise the rate of complete data capture at well visits to at least 80% and do this across all languages. The first step was to create digital forms in English and Spanish for completion unique to each milestone well-child visit defined by age. For those who speak English or Spanish, these forms were supplied through the patient portal several days before the visit.
For those who spoke one of the more than 40 other languages encountered among patients at Dr Ketterman's institution, an interpreter was supplied. If patients arrived at the clinic without completing the digital entry, they completed it on a tablet with the help of an interpreter if one was needed.
Prior to going paperless, all screening data were captured on paper forms completed in the waiting room. The provider then manually reviewed and scored the forms before they were then scanned into the medical records. The paperless approach has eliminated all of these steps and the information is already available for review by the time the pediatrician enters the examination room.
With more than 50,000 well-child checkups captured over a recent 15-month period of paperless questionnaires, the proportion with 100% data capture using what Dr Ketterman characterized as "strict criteria" was 84%, surpassing the goal at the initiation of the program.
"We improved in almost every screening measure," Dr Ketterman said, providing P values that were mostly < .001 for a range of standard tests such as M-CHAT-R (Modified Checklist for Autism in Toddlers), QPA (Quick Parenting Assessment), and PSC-17 (Pediatric Symptom Checklist) when compared to the baseline period.
Additional Advantages
The improvement in well-visit data capture was the goal, but the list of other advantages of the paperless system is long. For one, the EMR system now automatically uses the data to offer guidance that might improve patient outcomes. For example, if the family reports that the child does not see a dentist or does not know how to swim, these lead prompt the EMR to provide resources, such as the names of dentists of swim programs, to address the problem.
As another example, screening questions that reveal food insecurity automatically trigger guidance for enrolling in the U.S. Department of Agriculture's WIC (Women, Infants, and Children) food program. According to Dr Ketterman, the proportion of children now enrolled in WIC has increased 10-fold from baseline. He also reported there was a twofold increase in the proportion of patients enrolled in a free book program as a result of a screening questions that ask about reading at home.
The improvement in well-visit data capture was seen across all languages. Even if the gains were not quite as good in languages other than English or Spanish, they were still highly significant relative to baseline.
A 'Life-Changing' Improvement
The discussion following his talk made it clear that similar approaches are being actively pursued nationwide. Several in the audience working on similar programs identified such challenges as getting electronic medical record (EMR) systems to cooperate, ensuring patient enrollment in the portals, and avoiding form completion fatigue, but the comments were uniformly supportive of the benefits of this approach.
"This has been life-changing for us," said Katie E. McPeak, MD, a primary care pediatrician and Medical Director for Health Equity at the Children's Hospital of Philadelphia. "The information is more accurate in the digital format and it reduces time for the clinician reviewing the data in the exam room." She also agreed that paperless completion of screen captures better information on more topics, like sleep, nutrition, and mood disorders.
However, Dr McPeak was one of those who was concerned about form fatigue. Patients have to enter extensive information over multiple screens for each well-child visit. She said this problem might need to be addressed if the success of paperless screening leads to even greater expansion of data requested.
In addressing the work behind creating a system of the depth and scope of the one he described, Dr Ketterman acknowledged that it involved a daunting development process with substantial coding and testing. Referring to the EMR system used at his hospital, he said the preparation required an "epic guru," but he said that input fatigue has not yet arisen as a major issue.
"Many of the screens are mandatory, so you cannot advance without completing them, but some are optional," he noted. "However, we are seeing a high rate of response even on the screens they could click past."
Dr Ketterman and Dr McPeak reported no potential conflicts of interest.
This article originally appeared on MDedge.com, part of the Medscape Professional Network.