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De Marchis EH, Fleegler EW, Cohen AJ, Tung EL, Clark CR, Ommerborn MJ, Lindau ST, Pantell M, Hessler D, Gottlieb LM. Screening for Financial Hardship: Comparing Patient Survey Responses Using Two Different Screening Tools. J Gen Intern Med 2024; 39:120-127. [PMID: 37770732 PMCID: PMC10817866 DOI: 10.1007/s11606-023-08437-4] [Citation(s) in RCA: 0] [Impact Index Per Article: 0] [Reference Citation Analysis] [Abstract] [Key Words] [MESH Headings] [Grants] [Track Full Text] [Journal Information] [Submit a Manuscript] [Subscribe] [Scholar Register] [Received: 06/13/2023] [Accepted: 09/15/2023] [Indexed: 09/30/2023]
Abstract
BACKGROUND Healthcare delivery organizations are increasingly screening patients for social risks using tools that vary in content and length. OBJECTIVES To compare two screening tools both containing questions related to financial hardship. DESIGN Cross-sectional survey. PARTICIPANTS Convenience sample of adult patients (n = 471) in three primary care clinics. MAIN MEASURES Participants randomly assigned to self-complete either: (1) a screening tool developed by the Centers for Medicare & Medicaid Services (CMS) consisting of six questions on financial hardship (housing stability, housing quality, food security, transportation security, utilities security); or (2) social and behavioral risk measures recommended by the National Academy of Medicine (NAM), including one question on financial hardship (financial strain). We compared patient acceptability of screening, positive screening rates for financial hardship, patient interest in assistance, and self-rated health. RESULTS Ninety-one percent of eligible/interested patients completed the relevant survey questions to be included in the study (N = 471/516). Patient acceptability was high for both tools, though more participants reported screening was appropriate when answering the CMS versus NAM questions (87% vs. 79%, p = 0.02). Of respondents completing the CMS tool, 57% (132/232) reported at least one type of financial hardship; on the NAM survey, 52% (125/239) reported financial hardship (p = 0.36). Nearly twice as many respondents indicated interest in assistance related to financial hardship after completing items on the CMS tool than on the NAM question (39% vs. 21%, p < 0.01). CONCLUSIONS Patients reported high acceptability of both social risk assessment tools. While rates of positive screens for financial hardship were similar across the two measures, more patients indicated interest in assistance after answering questions about financial hardship on the CMS tool. This might be because the screening questions on the CMS tool help patients to appreciate the types of assistance related to financial hardship that may be available after screening. Future research should assess the validity and comparative validity of individual measures and measure sets. Tool selection should be based on setting and population served, screening goals, and resources available.
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Affiliation(s)
- Emilia H De Marchis
- Department of Family & Community Medicine, University of California, San Francisco, San Francisco, CA, USA.
| | - Eric W Fleegler
- Division of Emergency Medicine, Boston Children's Hospital, Boston, MA, USA
- Department of Pediatrics and Emergency Medicine, Harvard Medical School, Boston, MA, USA
| | - Alicia J Cohen
- VA Providence Healthcare System, Providence, RI, USA
- Department of Family Medicine, Alpert Medical School of Brown University, Providence, RI, USA
- Department of Health Services, Policy, and Practice, Brown University School of Public Health, Providence, RI, USA
| | - Elizabeth L Tung
- Department of General Internal Medicine, University of Chicago, Chicago, IL, USA
| | - Cheryl R Clark
- Division of General Internal Medicine and Primary Care, Brigham and Women's Hospital Harvard Medical School, Boston, MA, USA
| | - Mark J Ommerborn
- Center for Community Health and Health Equity, Brigham and Women's Hospital, Boston, MA, USA
| | - Stacy Tessler Lindau
- Departments of Ob/Gyn and Medicine-Geriatrics, University of Chicago, Chicago, IL, USA
| | - Matt Pantell
- Department of Pediatrics, University of California, San Francisco, San Francisco, CA, USA
| | - Danielle Hessler
- Department of Family & Community Medicine, University of California, San Francisco, San Francisco, CA, USA
| | - Laura M Gottlieb
- Department of Family & Community Medicine, University of California, San Francisco, San Francisco, CA, USA
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Sandhu S, Xu J, Eisenson H, Prvu Bettger J. Workforce Models to Screen for and Address Patients' Unmet Social Needs in the Clinic Setting: A Scoping Review. J Prim Care Community Health 2021; 12:21501327211021021. [PMID: 34053370 PMCID: PMC8772357 DOI: 10.1177/21501327211021021] [Citation(s) in RCA: 18] [Impact Index Per Article: 6.0] [Reference Citation Analysis] [Abstract] [Key Words] [Track Full Text] [Download PDF] [Figures] [Journal Information] [Subscribe] [Scholar Register] [Indexed: 01/12/2023] Open
Abstract
Objectives While healthcare organizations increasingly aim to address the social determinants of health (SDOH) in the clinic setting, there is little guidance on which staff are best equipped to assume this role. The present study is a scoping review of the peer-reviewed literature to characterize workforce models used to screen for and respond to patients’ unmet social needs in ambulatory settings. Methods Four online databases were used to identify papers published until February 2021. Eligible articles were original research studies or systematic reviews that described the implementation of a standardized assessment for multiple SDOH domains and resulting activities to respond to individual patient needs (eg, referral to community resources) in ambulatory care settings. Results Of the 1569 articles identified, 65 met study eligibility criteria. Majority of studies had observational study designs (11% were randomized control trials). For screening-related activities, more articles reported using traditional healthcare staff (51%), such as medical providers, medical assistants, and front-desk staff, than social care staff (32%), such as social workers and student volunteers. In contrast, for response-related activities, more articles reported using social care staff (88%) than traditional healthcare staff (60%). While we found wide variations in specific team configurations and training for the roles, social care staff generally provided more intensive forms of assistance than traditional healthcare staff. Conclusion While this review demonstrates the breadth of models for building or deploying a workforce to integrate health and social care, it also identifies the need for rigorous research on workforce development, implementation, and effectiveness.
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Affiliation(s)
- Sahil Sandhu
- Trinity College of Arts & Sciences, Duke University, Durham, NC, USA.,Duke-Margolis Center for Health Policy, Duke University, Durham, NC, USA
| | - Jacqueline Xu
- Trinity College of Arts & Sciences, Duke University, Durham, NC, USA.,Duke-Margolis Center for Health Policy, Duke University, Durham, NC, USA
| | | | - Janet Prvu Bettger
- Duke-Margolis Center for Health Policy, Duke University, Durham, NC, USA.,Department of Orthopaedic Surgery, School of Medicine, Duke University, Durham NC, USA
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