Primary Care Case Management for Patients with Complex Care Needs: Implementation and Realist Evaluations

2018-2023

- Canadian Institutes of Health Research
- Population- Health Axis
- Sherbrooke University Hospital Research Center
- Dalhousie Medical Research Foundation
- Department of Family and Emergency Medicine of Université de Sherbrooke
- Faculty of Medicine of Dalhousie University
- University of Sherbrooke Foundation
- My Life Foundation
- Fonds de recherche du Québec en santé
- Regional health authority
- Québec Health and Social Services Ministry
- New Brunswick Health Research Foundation
- Nova Scotia Health Authority
- Réseau-1 Québec
- Network in Primary and Integrated Health Care Innovations
- Saskatchewan Health Research Foundation
- Université de Sherbrooke
- Université du Québec à Chicoutimi
- Memorial University

Implementing and evaluating a case management intervention in ten primary care clinics from five Canadian provinces (Newfoundland and Labrador, New Brunswick, Nova Scotia, Saskatchewan and Québec) in partnership with patients

Implementation analysis: The leadership of healthcare professionals and managers, the experience and skills of nurse case managers and the development of team capabilities facilitated the early stages of the case management intervention’s implementation. Participants perceived the intervention as a comprehensive, adaptable and organized approach to care, offering more resources and support to patients and better coordination of primary care.
Telehealth: results are not yet available.
Patient engagement in research: Both patient partners and academic researchers highlighted the importance of finding a balance between providing structure or guidelines for patient engagement, while allowing for flexibility along the way. As an empirical and standardized illustration that facilitates a shared understanding, the Logic Model provides guidance for maximizing the impact of patient partnership in various contexts for research, patients, providers and health care.
Realistic evaluation: results are not yet available.
Click here to see the project team
Articles, presentations and posters
Protocols
- Case management in primary care for frequent users of healthcare services with chronic diseases and complex care needs: an implementation and realist evaluation protocol
- Protocol for a mixed-method analysis of implementation of case management in primary care for frequent users of healthcare services with chronic diseases and complex care needs
Results
- Reconciling validity and challenges of patient comfort and understanding: Guidelines to patient-oriented questionnaires
- Patient and researcher experiences of patient engagement in primary care health care research: a participatory qualitative study
- Planning the Evaluation of Patient Engagement in the PriCare Research Program
- Implementation analysis of a case management intervention for people with complex care needs in primary care: a multiple case study across Canada
- Patient Engagement in Primary Care Implementation Research: A Logic Model.
- Interviewing in realist evaluation in healthcare research: theoretical and practical guidelines. International Journal of Health Planning and Management (Submitted)
- Stakeholder’ perceptions of a nurse-led telehealth case management intervention in primary care for patients with complex care needs: a qualitative descriptive study (Submitted)
Scientific presentation
- Mener un projet de recherche multi-provinces en partenariat avec des patients : l’expérience de l’équipe PriCARE. Wébinaire Réseau-1 2020.
- The implementation of case management in primary care for frequent users of health care services. Horizon Health Network Experience Conference 2020.
- Introduction to realist approaches to inform innovations in primary care. North American Primary Care Research Group (NAPCRG) Annual Meeting 2020.
- Reconciling Validity and challenges of patient comfort and understanding : Guidelines to Patient Questionnaires. Canadian Association for Health Services and Policy Research (CAHSPR) Annual Conference (2021). [Video]
- Patient engagement works: Patient and researcher experiences of patient partnership in primary healthcare research. North American Primary Care Research Group (NAPCRG) Annual Meeting 2021. [Video]
- Implementation Analysis of Case Management Interventions for Frequent Users of Healthcare Services: A Multiple-Case Study. North American Primary Research Group (NAPCRG) Annual Meeting 2021. [Video]
- Case management in primary care for frequent users of healthcare services with chronic diseases and complex care needs. New Brunswick Health Research Foundation (NBHRF) Health Research Week 2021.
- Case management in primary care for frequent users of the health care system with complex care needs. University of New Brunswick Health Research Conference 2021.
- Integrating research in primary care settings: challenges and lessons from the PriCARE case management study in Nova Scotia PHC.
- Implementing Case Management in Primary Care: Findings and reflections from a multi-province SPOR Study. PIHCI Network Learning Series 2020-2022 (Special Session) 2022. [Slides and Video]
- Realist interviewing in primary healthcare research. Workshop presented at North American Primary Research Group (NAPCRG) Annual Conference 2022.
- Meaningful patient-oriented research: Working together on a collaborative multi-provincial study. QUEST: Focus of the month. [Slides et Video]
- La flexibilité dans le partenariat en recherche axée avec et pour les patients. Journée scientifique des boursières et boursiers de l’Unité de Soutien SSA 2022.
- From Start to Finish : Added Value of Patient Partners in the PriCARE Program. Canadian Association for Health Services and Policy Research (CAHSPR) Annual Conference 2023.
- Case management for individuals with chronic conditions and complex care needs. New-Brunswick Health Research Week 2023.
Scientific posters
- La gestion de cas en soins de première ligne pour les grands utilisateurs de soins atteints de conditions chroniques et ayant des besoins de santé complexes : protocole d’une évaluation d’implantation et d’une évaluation réaliste. Journée scientifique du Réseau-1 2018.
- Case management in primary care for frequent users of healthcare services with chronic diseases and complex care needs: protocol of an implementation and realist evaluation. North American Primary Care Research Group (NAPCRG) Annual Meeting 2018.
- Patient engagement in research on a case management intervention for patients with chronic diseases and complex care needs. North American Primary Care Research Group (NAPCRG) Annual Meeting 2019.
- Initial implementation strategies of a case management intervention in primary care clinics across Canada. North American Primary Care Research Group (NAPCRG) Annual Meeting 2019.
- A logic analysis of patient engagement in implementation research: Lessons learned from a multi-site case management intervention in primary care. North American Primary Care Research Group (NAPCRG) Annual Meeting 2020.
- Case management implementation in primary care clinics in Nova Scotia. Primary Healthcare Research Day 2019.
- Case Study with a Participatory Approach in Implementation Science of Healthcare Innovations: Good Practice Recommendations for Primary Care Research. WONCA conference 2021.
- Using a realist approach to deepen evidence about how case management works for frequent users of healthcare services. REALIST conference 2021.
- Planning, Operationalizing, and Evaluating Patient Partners’ Engagement in Primary Care Research: A Logic Model. North American Primary Care Research Group (NAPCRG) Annual Meeting 2021.
- Telehealth case management in primary care: An innovative approach for service disruption, Canadian Association for Health Services and Policy Research (CAHSPR) Annual Conference 2022.
- A primary care case management program for people with complex care needs who frequently use healthcare services : a realist evaluation protocol. North American Primary Care Research Group (NAPCRG) Annual Conference 2022.
- Sturgeon Lake First Nation: Co-Created Case Management in Primary Care with Individuals who have Chronic Diseases and require Complex Care. North American Primary Care Research Group (NAPCRG) Annual Conference 2022.
- Realist Evaluation in health services research: An introduction and guidance for interviewing. CAHSPR conference 2023.
- Strategies used by nurse case managers in primary care for patients with complex needs who frequently use health services: a qualitative study. CAHSPR conference 2023.
- Case management for individuals with complex care needs: Factors assisting and hindering implementation. North American Primary Care Research Group (NAPCRG) Annual Conference 2023.
- Case management in primary care for people with complex care needs: a realist evaluation. North American Primary Care Research Group (NAPCRG) Annual Conference 2023.
- Positive outcomes and limitations of a case management intervention in primary care for patients with complex care needs. North American Primary Care Research Group (NAPCRG) Annual Conference 2023.
- Recruiting Patients with Complex Care Needs to a Case Management Program in Primary Care: Engaging Patient Partners. North American Primary Care Research Group (NAPCRG) Annual Conference 2023.
Online publications
- Multi-province primary care research project puts patients first. Nova Scotia Health News 2019.
- Case management program: A case study in patient engagement. NL Support Newsletter 2021.
- Blog: Patient Partners and researchers work together to navigate and spread knowledge about nurse-led primary care in Nova Scotia. BRIC-NS 2022.
- Patient Partners and Researchers co-develop Knowledge Translation Initiatives for Greater Impact in Nova Scotia. Spring 2022 Edition of the SPOR Update Newsletter.