Implementation of social needs screening in primary care: a qualitative study using the health equity implementation framework

Connor Drake, Heather Batchelder, Tyler Lian, Meagan Cannady, Morris Weinberger, Howard Eisenson, Emily Esmaili, Allison Lewinski, Leah L Zullig, Amber Haley, David Edelman, Christopher M Shea, Connor Drake, Heather Batchelder, Tyler Lian, Meagan Cannady, Morris Weinberger, Howard Eisenson, Emily Esmaili, Allison Lewinski, Leah L Zullig, Amber Haley, David Edelman, Christopher M Shea

Abstract

Background: Screening in primary care for unmet individual social needs (e.g., housing instability, food insecurity, unemployment, social isolation) is critical to addressing their deleterious effects on patients' health outcomes. To our knowledge, this is the first study to apply an implementation science framework to identify implementation factors and best practices for social needs screening and response.

Methods: Guided by the Health Equity Implementation Framework (HEIF), we collected qualitative data from clinicians and patients to evaluate barriers and facilitators to implementing the Protocol for Responding to and Assessing Patients' Assets, Risks, and Experiences (PRAPARE), a standardized social needs screening and response protocol, in a federally qualified health center. Eligible patients who received the PRAPARE as a standard of care were invited to participate in semi-structured interviews. We also obtained front-line clinician perspectives in a semi-structured focus group. HEIF domains informed a directed content analysis.

Results: Patients and clinicians (i.e., case managers) reported implementation barriers and facilitators across multiple domains (e.g., clinical encounters, patient and provider factors, inner context, outer context, and societal influence). Implementation barriers included structural and policy level determinants related to resource availability, discrimination, and administrative burden. Facilitators included evidence-based clinical techniques for shared decision making (e.g., motivational interviewing), team-based staffing models, and beliefs related to alignment of the PRAPARE with patient-centered care. We found high levels of patient acceptability and opportunities for adaptation to increase equitable adoption and reach.

Conclusion: Our results provide practical insight into the implementation of the PRAPARE or similar social needs screening and response protocols in primary care at the individual encounter, organizational, community, and societal levels. Future research should focus on developing discrete implementation strategies to promote social needs screening and response, and associated multisector care coordination to improve health outcomes and equity for vulnerable and marginalized patient populations.

Keywords: Health equity implementation framework; PRAPARE; Primary care; Social determinants of health; Social needs.

Conflict of interest statement

C.D. reports receiving funds from ZealCare. A.L. reports receiving funds from PhRMA Foundation and Otsuka. L.Z. received funding from PhRMA Foundation and Proteus Digital Health as well as consulting for Novartis and Pfizer. The remaining authors have no competing interests to declare.

© 2021. The Author(s).

Figures

Fig. 1
Fig. 1
HEIF constructs and social needs screening and response activities

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