Provider Reminder Planning Guide

This evidence-based intervention (EBI) informs health care providers that a patient is due or overdue for a cancer-screening test, either during or just before a scheduled encounter. Provider reminders help ensure that patients due for cancer screening receive a screening referral or recommendation.

Process Flow

Implement and integrate a provider reminder system into the clinic workflow.

When a reminder is sent and received, the provider is prompted to action.

Output: Increased prompts to providers.

Measure: Provider prompts

Example: Number of charts with prompts placed divided by the number of patients due for screening with appointments

Provider recommends cancer screening consistent with screening guidelines and recommendations.

Potential challenges include a limited electronic health record system, the list of patients due for screening is not generated automatically, and lack of staff time to flag charts.

Output: Increased screening recommendations made by providers

Measure: Screening recommendations, referrals, or orders

Example: Number of patients given a recommendation by a provider divided by the number of patients due for screening with appointments

Example: Number of patients with a screening test ordered divided by the number of patients due for screening with appointments

Patient completes cancer screening.

Potential challenges include inconvenient clinic hours, limited capacity or resources to follow-up on abnormal screening results, patient fear, cost, and lack of transportation.

Outcome: Increased screening and diagnostic tests completed by patients.

Measure: Screening completion

Example: Number of patients completing screening divided by the number of patients referred for screening

Example: Number of patients completing diagnostic follow-up divided by the number of patients with positive screening tests

Increased cancer screening.

Outcome: Increased clinic-level rates of cancer screening.

Measure: Age-eligible clinic population up-to-date with recommended cancer screening

Example: Uniform Data System (UDS), Healthcare Effectiveness Data Information Set (HEDIS), National Quality Forum (NQF) 12-month measure used to calculate screening rate

Community Guide Recommendation

The Community Preventive Services Task Force (Task Force) recommends the use of provider reminder systems to increase screening for breast,external icon cervical,external icon and colorectalexternal icon cancer.4

Settings Where Intervention Was Studied1

  • Rural, urban, and metro areas in the United States, United Kingdom, Italy, Australia, Israel, and Canada.
  • Hospitals, individual and group primary care practices, federally qualified health centers, and other community health centers.

Outcomes from the Systematic Review of Effectiveness1

  • Completed breast, cervical, and colorectal cancer screenings increased by a median of 7.2 percentage points for all tests.
  • Cost of the intervention (per additional screening test completed):
    • Mammography: After one reminder, $75; if additional reminders were required, $118.
    • Pap test: Less than $20 for a computer-printed message, tagged group files, or notation in the medical chart; a list of patients due for screening sent to the provider by memorandum cost more than $60 (more than 3 times as much).
    • Consider that successful implementation of the intervention may result in increased costs such as management for increased clinic attendance and consultation costs associated with flag use.

Components of the Intervention

Identify Patients Due for Screening Tests

  • Has a priority population been identified?
  • Can patients who are due for screening or rescreening using the EHR or other patient record system be identified?

Create a Reminder System

  • How will the reminder be delivered to the provider?
  • Can the reminder be created within the EHR?
  • Has a person been assigned to place flags in paper charts if necessary? Is the task part of the clinic workflow process?
  • Is the meaning of the reminder or flag clear?
    Does the reminder explicitly state that the patient is due for cancer screening? If not, has the meaning been agreed upon previously and understood by all clinic staff?
  • Have staff been trained on the system? Note whether providers can turn off notifications within the EHR and consider how to handle.

Track Outcomes

  • Is there a way to track whether the provider recommended or ordered a screening test?
  • Is there a way to track patients through screening and diagnostic test completion?
  • Has a method and tools for tracking been identified or created?
  • Have appropriate and feasible performance measures for process and outcome evaluation been selected?

Resources to Support Implementation

Partnerships

  • Internal: across and within clinics, with departments such as billing, claims, laboratories, radiology, and information technology (IT).
  • External: patient registries, laboratories, Primary Care Association, external health IT consultants.

Staff

  • Providers who recommend or administer tests to patients.
  • Administrative support to identify patients due for screening, develop the reminder system, place reminders (stickers, flags, checklists, papers, electronic flags), update charts, and follow up with patients who do not make appointments.

Training

Train all staff members involved in the provider reminders process on the delivery steps, screening guidelines and recommendations, system monitoring, and evaluation.

Technical Assistance

  • Designate a point of contact to provide ongoing assistance for the reminder system.
  • Share information about cancer-related resources and services.

Tools

Computerized patient registry or electronic health records if the practice has a system that can be used for reminders.

Lessons Learned from the Literature1

  • Provider reminders worked for patients who had never or seldom been screened as well as for those who have been screened.
  • Outcomes were similar for provider reminders that were electronic or manual, tailored or generic, and regardless of the provider’s training status (intern, fellow, resident, attending).
  • Provider reminder interventions that impose less change to existing systems or processes were adopted more easily and worked as well as complex systems. Simple reminder systems were also easier to sustain.
  • Consider pilot testing the reminder system before scaling up.
  • Provider reminders do not reach individuals who are not connected to a health care system.
  • For all screening modalities, the effect of provider reminders appeared to diminish over time.
  • Provider reminders may be used to increase multiple preventive services linked to the system.

Ways to Strengthen Performance or Sustainability

  • Periodically adjust or enhance the reminder system to maintain effect; for example, disable providers’ ability to turn off reminders and add training refreshers for clinic staff.
  • If possible, program the electronic health record (EHR) system to automatically flag patients due for screening as consistent with screening guidelines or recommendations; some EHR systems may require an action by the provider that can serve as a record that the prompt was received.
  • Adding color-coded stickers or cards in the patient’s physical chart can prompt follow-up to ensure that a recommended screening has been completed.
  • Incentivize appropriate recommendation practices by inspiring competition among clinics or providers using performance monitoring metrics.
  • Couple provider reminders with other evidence-based approaches as a multi-component strategy to follow up with patients who do not complete recommended screening.
  • Educate or remind physicians that a provider’s recommendation is a top reason why patients get screened.2,3

References

1Baron RC, Melillo S, Rimer BK, Coates RJ, Kerner J, Habarta N, Chattopadhyay S, Sabatino SA, Elder R, Leeks KJ, Task Force on Community Preventive Services. Intervention to increase recommendation and delivery of screening for breast, cervical, and colorectal cancers by healthcare providers: a systematic review of provider reminders.external icon American Journal of Preventive Medicine 2010;38(1):110–117.

2Peterson EB, Ostroff JS, DuHamel KN, D’Agostino TA, Hernandez M, Canzona MR, Bylund CL. Impact of provider-patient communication on cancer screening adherence: A systematic review.external icon Preventive Medicine 2016; 93:96–105.

3Steinwachs D, Allen JD, Barlow WE, Duncan RP, Egede LE, Friedman LS, Keating NL, Kim P, Lave JR, Laveist TA, Ness RB, Optican RJ, Virnig BA. National Institutes of Health state-of-the-science conference statement: Enhancing use and quality of colorectal cancer screening.external icon Annals of Internal Medicine 2010;152(10):663–667.

4Community Preventive Services Task Force. Updated recommendations for client- and provider-oriented interventions to increase breast, cervical, and colorectal cancer screening.external icon American Journal of Preventive Medicine 2012;43(1):92–96.

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Page last reviewed: December 17, 2020