| Literature DB >> 25890079 |
Elizabeth G Liles1,2, Jennifer L Schneider3, Adrianne C Feldstein4,5, David M Mosen6, Nancy Perrin7, Ana Gabriela Rosales8, David H Smith9.
Abstract
BACKGROUND: Few studies describe system-level challenges or facilitators to implementing population-based colorectal cancer (CRC) screening outreach programs. Our qualitative study explored viewpoints of multilevel stakeholders before, during, and after implementation of a centralized outreach program. Program implementation was part of a broader quality-improvement initiative.Entities:
Mesh:
Year: 2015 PMID: 25890079 PMCID: PMC4391591 DOI: 10.1186/s13012-015-0227-z
Source DB: PubMed Journal: Implement Sci ISSN: 1748-5908 Impact factor: 7.327
Figure 1The practical robust implementation and sustainability model (PRISM). The PRISM model for integrating research findings into practice considers how the program or intervention design, the external environment, the implementation and sustainability infrastructure, and the recipients (especially at the level of health care providers and their support staff) influence program adoption, implementation, and maintenance.
Figure 2A qualitative study of stakeholder assessment of a colorectal cancer screening program by PRISM domains. This adapted PRISM diagram outlines how stakeholder interviews among both the initiators and recipients of a multimodal program of colorectal cancer screening evaluated the screening program. It shows the relative roles of the stakeholder groups as initiators (leadership and management) and/or recipients (specialists, primary care providers, leaders, and managers) of the intervention. Stakeholders reflected upon the historical barriers and facilitators to colorectal cancer screening, considering characteristics of the organization itself, external environment and implementation infrastructure of the organization. They also gave input into the successes of the intervention and described remaining challenges, in relation to the organizational characteristics.
Historical barriers to CRC screening ( = 55)
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| Unclear evidence on choosing screening tests | |
| Too many options in the system for screening and no clear guidelines for providers or patients | “It’s amazing the paucity of evidence around what’s really the best test. The stool cards have been tested more rigorously than other interventions, so we know more about that. But that doesn’t necessarily mean we know that colonoscopy is not as good.” —HP leader |
| Mixed-message received from health plan because of allowing referral for screening colonoscopies, but not having full support to get the colonoscopies done | “Initially, there was tremendous resistance to doing colonoscopies on people that didn’t have a first degree relative with a history of colon cancer. And, we were under-utilizing the hemoccults. But we would get into a twenty minute debate with a patient who wanted a colonoscopy… So, I never know what’s right or whether our system just had it’s resources in the wrong place. First they tell you to do one thing in the system, then it changes… it makes you dizzy.” —PCP |
| Prior organizational focus on fecal tests and flexible sigmoidoscopy not matching community standard or national recommendations | “The community standard for screening is colonoscopy as recommended by the American Society of Gastroenterologists… Then [patients] say, ‘Well, the Internet’s kind of said that that’s really the best thing to do.’ And then we have to say, ‘Well, we’re not offering that to you.’ And that can be quite contradictory. And having that conversation can be quite challenging.” |
| PCPs and specialists influenced by training or culture promote only screening colonoscopy and not other options (e.g., fecal test) for low-risk patients | “A lot of the younger primary care docs… were influenced by… one of the leaders in the field… [The] one lecture a year he gave to the house staff was that colonoscopy is the way to go.” |
| Colonoscopy resource constraints | |
| Restricted access to screening colonoscopy within the organization | “How tight the access issue is, is an ongoing sort of challenge and frustration for the GI department.” |
| PCPs ordering screening colonoscopies when the patient is symptomatic, rather than as a diagnostic test, complicates triaging a limited resource | “I think our system would benefit if we actually went back to basics… It seems like we get a lot of referrals for screening when the patient has abdominal bloating or they have diarrhea. It’s not clear if the other person on the other end understands what the term screening really means… That really blurs the triaging to try to figure out which patients to see first and get things done effectively.” |
| Over-screening the already screened or offering screening to those who may not need it (e.g., patient on hospice care) complicates triaging a limited resource | “People with a life expectancy of less than five years, it makes absolutely no sense to offer them colon cancer screening, but we see this all the time. Or if they have Class 4 heart failure, or if they have some other cancer that has failed chemotherapy and they’re on hospice.” |
| Primary care and specialty department constraints | |
| Lack of time during office visit and addressing patients’ competing demands makes thoroughly discussing CRC screening and options difficult | “I find it hard when someone is in for something else and these [CRC screening] orders get pended, that I don’t feel like talking about in that visit because they’ve just been diagnosed with diabetes or there’s something really pressing going on that I need to talk about with the patient… it’s not the time to talk about colon cancer screening.” —PCP |
| Hard to negotiate both patient demand and offer “choice” of test while also honoring organizational emphasis on fecal testing | “As a clinician here, since we aren’t pushing or embracing the idea of colonoscopy as primary screening, the conversations I end up having to have with patients who want colonoscopy [involve] talking about a long wait time in getting them a colonoscopy if they want it, even though it’s not our first recommendation.” —PCP |
| Referral process for a screening colonoscopy involves multiple steps and departments, which sometimes creates miscommunication and lack of follow-up | “The referral is more challenging than for something like a Pap, which I can do it when they come in. I have more control over that. As opposed to CRC screening [colonoscopy] and having to send in a referral, having the patient be called back or a letter sent. It’s just more steps to get in.” —PCP |
| Specialists tend to have a limited historical role in helping to shape organization’s CRC screening approach | “The (surgery) department hasn’t really provided any leadership around influencing colon cancer screening. They’ve played a passive role, for the most part, in supporting what was the flex sig [sic] program as an orphan department. I don’t recollect surgeons being on the colon cancer screening meetings for the last number of years.” —General surgeon |
Historical facilitators to CRC screening ( = 55)
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| Organization’s historical emphasis on prevention | |
| Overall focus on quality and prevention as a primary part of organization’s mission and values | “The one thing we don’t argue is that we need screening of some type for colon cancer. Everyone knows the old adage is that any screen is better than no screening. So we all agree that we need to get there to screen the population. And we’ve got to decide what’s the best way to do it for our population.” —GI specialist |
| Internal success at raising screening rates for other health issues (e.g., mammography for breast cancer screening) using a centralized outreach reminder approach | “Clearly, we had great results with breast cancer screening, and we had some good results with cervical cancer too… So that was part of what we wanted to test, does IVR calling work as well [for CRC]?” —HP leader |
| Quality performance numbers for CRC screening were not as good as other comparable health care organizations | “We saw what our screening rates were… and we looked around at other regions to see what they were doing successfully. Mid-Atlantic had used [interactive voice recognition]. And so I worked really closely with Mid-Atlantic to find out which IVR they used and what their success rate was with CRC screening… ” —HP leader |
| Preexisting integrated structure for dissemination of key practices | |
| Trust in the structure of the integrated health system to enable alignment of evidence-based CRC screening approaches with available resources and department roles | “And I know that, you know, we had a very strong analyst. We had a very strong negotiator. We had a strong physician lead who was very interested and extremely engaged. And then we had a project manager, I mean, that could just kind of manage all the pieces and make sure that everybody shows up and things are done in a timeline.” —HP leader |
| Strong trust in the skill level, training, and recommendations of endoscopy specialists | “I think that the GI doctors are just so dang ethical and skilled… they’re not going to recommend something just to save the organization money, and they’re still going to have the patient’s best interest in mind.” —PCP |
| Use of support staff (medical assistants) trained in educating and motivating patients on screening and follow-up | “We have our own MAs and own staff and we can say, okay, when a patient checks in and they’re due for one of these, you hand them this. If there’s no need, not involving the physician just speeds up things. If you have a nice handout and your staff is knowledgeable about the task and can explain it to somebody, like an MA, there’s no reason for taking time out of an appointment for the physician to go over the test, when the patient is there for something else. So finding the earliest person who is able to deliver the message early on is better.” —HP leader |
| Presence of PCP champions to assist other providers in navigating and integrating latest research with organizational goals and patient demand | “Presentations and talks [with clinician champion] have really been helpful. They have helped me kind of frame my conversations about everything… having a clinician who has looked at the research is really powerful.” —PCP |
| Access and utilization to EMR tools that help identify screening gap or indicate prior completed screening. Recent emphasis on increasing access to colonoscopy | “Systematically we are pretty good at reaching out to people and [we] have pretty good tools to identify them. We know who they are. We know what they need. And, we have a pretty good process to tell them what they need and to try to connect the dots for them.” —HP leader |
| Recent emphasis on increasing access to colonoscopy | |
| General surgeons and other staff trained in colonoscopies alleviated some resource/access constraints | “Fortunately, the backlog in GI is down quite a bit from what it used to be. When I first got here, it was a two year wait, and now it’s maybe three months. So it’s totally manageable since they have obtained enough manpower to actually do the testing, which is great.” —PCP |
| Organizational shift allowed more flexibility and support for referring patients’ to a screening colonoscopy, especially if patient requested | “Now I can refer them to colonoscopy. And with the FIT I can have these easier conversations. So I’m promoting FIT, but if they still want the colonoscopy, I’m going to refer for it.” —HP leader/PCP |
| Overall improvement in organizational CRC guidelines to make them more in line with national standards and emphasis on colonoscopy | “Until recently, the organizational recommendation was hemoccult testing and flex sig [sic]. And, that probably was not the community standard or the national standard… More recently, the GI Department has made colonoscopy more available. And I think that’s been a real advantage in my patient population and getting them screened.” —PCP |
Lessons learned: implementation successes ( = 55)
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| Use of automated telephone outreach | ||||
| Helped to improve screening rates from previous years | ✓ | “I think the work that we’re doing in outreach with those modalities has been the reason we have significantly increased our screening rate… I think we’ve gone up six or seven percent in the last year.” —HP leader | ||
| An effective and resource sustainable method for increasing and maintaining CRC screening in a large population | ✓ | “I think it’s the way to address all kinds of things. And we’ve done it in a number of other areas… I think you want to have a centralized approach.” —HP leader | ||
| Patient-centered, friendly, easy to follow and use | ✓ | “It was amazing… we were able to keep members on the phone for up to five minutes because it was so interactive.” —HP leader | ||
| Decreased workload burden for providers/health care teams for conducting outreach calls for screening | ✓ | ✓ | “For colon cancer screening, what we pretty much have always done is in-reach during a visit… having an automated program makes it easier for us—especially for reaching those people whom we never see [in a visit] and tend to miss.” —PCP | |
| Made PCP/health care team discussions with patients about CRC screening easier by reinforcing awareness and knowledge of importance of screening | ✓ | ✓ | “Ironically, lately I’ve been finding a lot of patients who, when I say, ‘Well, now we need to do that poop test.’ They’ll say, ‘Oh, I just turned that in.’ [Laughs] They’ve already done it… So it [a reminder program] just makes those conversations about screening easier.” —PCP | |
| Use of fecal immunochemical tests | ||||
| Transition to FIT further increased the organization’s. CRC screening rate from prior years/increased patient compliance with the fecal test method of screening | ✓ | ✓ | ✓ | “And it’s just remarkable how many more of them are getting done. Now, part of that is that you only have to do one. You don’t have to do three. You don’t have to worry about the diet, like you did with the FOBT. So, it’s a lot easier, I think.” —HP leader |
| Adoption of FIT has given providers a fecal test method they have greater trust in and enthusiasm for due to increased patient compliance and test sensitivity | ✓ | ✓ | ✓ | “From a population perspective, it is the most effective because people will do it. And it’s easy, and it’s efficient. And it has literature to support it. So, it’s got all the right stuff.” —HP leader |
| Removed common barriers to fecal test completion for patients and made motivation/discussion about. CRC screening easier and more efficient | ✓ | ✓ | “But I think now, with the FIT test, it’s so much easier to have the conversation and just explain it’s different and really easy to use. How you collect your sample and how you send it out is so much easier. You don’t have to change your diet. So I think that has improved.” —HP leader | |
| Communication about organizational screening approach | ||||
| Improved ability to provide a more unified message to all providers to encourage/discuss FIT for average-risk patients first, followed by offering colonoscopy if patient prefers or demands | ✓ | ✓ | ✓ | “It’s clear a lot of time and effort has been invested in communicating to Kaiser clinicians to see colonoscopy as not a better test than these other tools, and to offer stool card testing. I’ve probably been brought around to that line of thinking… I certainly think the newer stool card testing [FIT] has more merit… so it’s been a little bit easier for me to make my peace with that.” —PCP |
| Provides confidence in automated reminders, yearly FIT cards, and ongoing ability to offer screening colonoscopy | ✓ | ✓ | ✓ | “It’s a wonderful thing that we finally have turned on a screening program.” —GI specialist |
| Fewer organizational barriers to CRC screening than before implementation efforts | ✓ | ✓ | “Things are moving in a positive direction. I don’t see a whole lot of challenges necessarily, compared with a couple of years ago… I really think the barriers have been reduced. I think there’s been more provider satisfaction, and patient satisfaction as a result of those activities.” —PCP | |
| Education and communication about resource stewardship and evidence based outcomes as it pertains to CRC screening seen as helpful | ✓ | ✓ | “Just recently, we’ve actually fed back to physicians, what their colonoscopy rate was versus their colleague who has the same risk adjusted population. And, some doctors were just mortified that they were sending out twenty times more than the doctor down the hall who had patients that weren’t that different… so as an organization, we owe all of our patients a research stewardship perspective.” | |
Check symbol indicates theme brought up by more than half the stakeholder group.
Lessons learned: implementation challenges ( = 55)
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| Use of automated telephone outreach | ||||
| Inadequate consideration of how the reminder program would interface with Medicare and Medicaid reimbursement regulations | ✓ | “I can’t overstate the importance of communication with External Affairs… in particular regarding Medicare guidelines about who is eligible for screening, and how reimbursement happened. So that was yet another whole layer of, okay, how do you [deal with] this so that the organization is in compliance with the federal regulation but isn’t burdening, you know, a thousand primary care clinicians. It… took a lot of work to get through that issue”. —HP manager | ||
| IT department not involved early enough in program development to determine how automatic calling system would interface with EMR | ✓ | “You need an analyst who can not just supply the data you ask for, but make sure that you’re asking for the right data, and [that the data] are really going to meet your needs… I think they need to be integrally involved in the planning process. As well, you need an implementation person… [who] can maintain a picture of what’s going on… because you don’t want the project to become siloized, with everybody just working independently”. —HP manager | ||
| Organization not prepared or staffed to meet the need for entering orders for patients who got fecal tests mailed after the reminder call | ✓ | “The analyst would put it into an Excel spreadsheet and then send a packet to our medical assistant, who would put in all those orders. Which could be, you know, eight hundred, twelve hundred orders. It’s a lot of ordering. However, recently, we have gotten a system in place that allows for batch ordering”. —HP manager | ||
| Slow response in mailing out fecal test to those patients saying “yes” during the call negatively affected patient compliance and interest once kits arrived at patient’s home | ✓ | “It would take sometimes up to six weeks to get these mailed out, because we couldn’t mail them out without an order, because the lab can’t do anything with a kit that comes back that doesn’t have an order”. —HP leader | ||
| Lack of integration or documentation of reminder calls in the EMR increased providers’ chance of not knowing a patient had been called | ✓ | ✓ | ✓ | The big deal [was] the complaints about not knowing which patients were called. And that’s just something that we can’t give them. But I think that that’s what leadership hears the most of”. —HP leader |
| Use of fecal immunochemical tests | ||||
| Need to improve clarity of instructions for fecal tests | ✓ | “I’ve had a number of patients tell me that the lab has said, don’t mail it back [fecal test]. You need to drop it back in. So I’m not sure if that’s an area that the organization has looked at… I’m not sure if our mailing package might need to change, or our instructions with the kit… But that would be one barrier to maybe getting it back if people have been told, either correctly or incorrectly, that they have to drop it off in person”. —PCP | ||
| No clear process for labeling kits, both when distributed centrally or when distributed from the point of care | ✓ | “We had some problems with FIT tests coming back unlabeled. I don’t think it was a lot, but it was enough”. —HP manager | ||
| System does not involve automatically sending fecal test kits in the mail to every person who is due following receipt of the automated reminder call | ✓ | “There are ways we can improve. I mean, we’re constantly kind of assessing… Southern Cal [Kaiser]… automatically sends the kit in the mail to every single person that’s due”. —HP manager | ||
| Communication about organizational screening approach | ||||
| Lack of effective and efficient ways to clearly communicate the organization’s CRC screening approach preferences to providers (PCPs/health teams/specialists) | ✓ | ✓ | “The challenge is always going to be making sure your physicians are excited about these kinds of screenings; not just for cancer, but for a variety of different things, and that they’re your best advocates… We need more of a unified voice behind our preferred screening modality”. —HP leader | |
| Need for ways to effectively communicate and educate resource stewardship and evidence based outcomes to providers as they pertain to CRC screening | ✓ | ✓ | “If the patient wants a colonoscopy, that’s a very difficult discussion… because, if we’re still in the mode where we do what the patient wants, then we’re going to try to do [it] within a reasonable guideline. I don’t know how you remedy those two issues”. —GI specialist | |
| Ongoing challenge of shifting the beliefs/habits of some providers (PCP and specialists) away from colonoscopy as the only appropriate screening choice for average-risk patients | ✓ | ✓ | ✓ | “I think it’s kind of a dilemma… If a friend of mine walks up and says, what test do you recommend to me? I would tell them colonoscopy… I think the colonoscopy is the best test”. —General surgeon |
| Need to clarify roles, processes, and expectations between PCP and specialist regarding CRC screening follow-up issues | ✓ | “One challenge that is sometimes unclear is who’s going to follow the referral [surveillance colonoscopy after a positive initial screening colonoscopy]. Do specialists automatically send follow-up to the patient that you need another one because this is positive [showed polyps], or are they expecting us [the PCP] to automatically re-refer them?” —PCP | ||
| Need for improvement in creating a service that integrates all components of the program, involving input and efforts of GI, surgery, oncology, and primary care | ✓ | “It’s an upgraded service program in the sense that you can’t do this without having oncology, surgery, GI and primary care [work] as an integrated team. I mean, the patient flow issue is related to both the screening program and the subsequent care. It’s not just one little cross sectional piece of care. It’s one piece of the integrated process”. —GI specialist | ||
| Concerns about screening duplication | ||||
| Patients new to the organization and with a recent negative colonoscopy being inappropriately given FIT kit | ✓ | ✓ | “We’ve seen any number of patients that come through with a positive FIT test who have actually had a negative colonoscopy within ten years. In my view… no one should be allowed to order another screening test [for them]”. —GI specialist | |
| Lack of clarity on protocols and communication strategies by PCPs for patients with a negative FIT who also requested a screening colonoscopy | ✓ | ✓ | “A lot of people have been told by their primary care that if their FIT was negative they can’t get a colonoscopy. …They can. You just have to have it referred. There’s a several month waiting period. There are lots of messages sent to primary care about this”. —General surgeon | |
| Approach of offering multiple screening methods and utilizing multiple outreach strategies of reminder calls and in-clinic prompting may be creating some screening duplication | ✓ | ✓ | ✓ | “Sometimes people get these stool cards at the Flu Clinic or by mail when they’ve already had a colonoscopy, or some other way they really shouldn’t have gotten one. And then they’ll bring them back and it’s positive”. —PCP |
| Need to standardize documentation in EMR of patients’ prior CRC screening and related result so there is clear and easy access to information for all providers | ✓ | ✓ | “Sometimes it’s difficult using [EMR] what type of screening has previously been done. I’ve had referrals sent to me where someone gets referred for a colonoscopy and they had one three years ago… So far we don’t have a system-wide way to write it in the problem list. We’re trying to standardize that. And finding the notes when you’re just scanning the charts is very, very difficult… even if a physician is trying to really find that, it’s hard”. | |
| Ongoing need for education | ||||
| More patient education about CRC screening that can be delivered by support staff (MAs and RNs) | ✓ | ✓ | “Some patient education materials would be nice… anything that would summarize the pros and the cons of the different types of screening. And it wouldn’t be a bad idea for some of that material to be handed to the patients by support staff, so that while they’re waiting in the room they could look it over and then maybe be a little bit informed before the office visit”. —PCP | |
| Create more consistent, uniform, centralized messages utilizing a variety of methods (e.g., visual aids for patient navigation, provider decision-trees, etc.) | ✓ | ✓ | “What might be helpful is if I had a FAQ sheet [for PCP] like what is the incidence of colon cancer for average risk patients, fifty to sixty, sixty to seventy, etc. What is the risk if there is a family history? And possibly a fact sheet for patients too, because it is definitely the patients who leave here who are undecided and they struggle or they have questions”. —PCP | |
| Direct patients with a recent normal colonoscopy not to get a fecal test (FIT) | ✓ | “There [needs] to be a big bullet on the FIT test that says, if you had a normal colonoscopy within the last five years, throw this away immediately. These are automatically mailed out to patients who the year previously had a normal colonoscopy. Five to eight percent are positive, then they’re wanting another colonoscopy”. —General surgeon | ||
| Proactively educate patients about choices and controversies related to screening | ✓ | “Anything that can be done to provide the patient with information about the controversy or choices, or how to pick up or get a test done… You take your FIT test and it is positive, this is what will subsequently [occur] in your care. So the patients sort of know where they’re going to go with this, what the expectations are, and what Kaiser will provide to them”. —General surgeon | ||
| Increase staff and colonoscopy resources/access | ||||
| Increased sensitivity and compliance of FIT. unintentionally created resource and access issues again with colonoscopy | ✓ | ✓ | “Because we’re screening more people, we’re finding more positive FITs and it’s driving our colonoscopy rates up. But they’re driven up appropriately… but this will require us to, again, strategize about what we’re going to do as an organization”. —HP leader | |
| Continuing need for additional highly trained staff (including mid-level providers) to do screening colonoscopies, helping to improve wait-times and access | ✓ | ✓ | “We’re going to need more people capable of doing a good colonoscopy. We’ve been at the forefront in the past of hiring PAs and training them to do that. And right now there some considerations to do it, but that’s a big political thing”. —HP leader | |
| Need to make CRC screening a self-referral program, similar to other screening programs (e.g., breast cancer screening) | ✓ | “Make it self-referral”. —General surgeon | ||
Check symbol indicates theme brought up by more than half the stakeholder group.
Reported facilitators and barriers to program implementation, by PRISM domains
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| Program (intervention) domain | • Centralized screening outreach addressed primary care time constraints in offering screening | • Optimal choice of screening test (i.e., fecal testing or endoscopy) was unclear from evidence |
| • Adoption of FIT gave providers a fecal test method that they could more easily explain, addressing primary care time constraints | • Information technology department was not involved early enough in the process to determine best interfaces with EMR | |
| • Improved accuracy of FIT enabled communication of more unified message about screening prioritization within the organization | • Slow response in mailing out fecal tests to those that accepted outreach impacted the efficiency of the program | |
| • Incorporating automated screening reminder alert into electronic medical record built upon existing “care gap” reminder structure | • Increased compliance with new FIT kit unintentionally created access challenges with colonoscopy services for a while | |
| • Incorporating automated screening reminder alert enabled support staff to offer screening during primary care office visits | ||
| External environment domain | • There was interest in increasing quality performance numbers (e.g., HEDIS measures) to the levels of those of other comparable health care organizations | • Alignment of automated reminders and fecal test orders with Medicaid and Medicare reimbursement regulations was challenging |
| Implementation infrastructure and sustainability domain | • Dedicated team for implementation had prior experience in implementing automated reminder programs for other health screening services | • There was a need to improve integration of program (e.g., documentation of centrally mailed FIT) within EMR |
| • Data showing increased screening rates supported effectiveness of program | • There was a need to improve staffing levels and training for ordering/mailing FIT kits centrally, and tracking diagnostic follow ups | |
| • Recent emphasis on increasing capacity for colonoscopy enabled program to absorb increased number of colonoscopies | • There was a need to improve workflows and EMR documentation to decrease screening duplication errors | |
| • Cross-department support and coordination between population care leaders, information technology, laboratory services, GI department, PCPs and support staff enabled maintenance and improvement of program | • There was a need to improve FIT kit instructions and labeling of FIT kits to decrease errors in test completion and processing | |
| Recipients domain | • Strong leader, manager, clinician, specialist and frontline staff belief in the importance of CRC screening facilitated program acceptance | • There was an ongoing need to continue education and to shift habits of some providers/specialists away from colonoscopy as the only screening choice |
| • An historical cultural emphasis on screening helped the intervention to be perceived as an effective and important strategy worthy of continuing | • There was an ongoing need to clarify roles, processes and expectations between providers and specialists regarding positive screening follow-up issues | |
| • Providers and staff felt more trained on and educated about CRC screening options and resource stewardship issues | • There was a continued need to provide performance data feedback and clear expectations regarding CRC screening rates and organizational preferences to all staff |