Monitoring the implementation of Consultation Planning, Recording, and Summarizing in a breast care center

Patient Educ Couns. 2008 Dec;73(3):536-43. doi: 10.1016/j.pec.2008.07.037. Epub 2008 Aug 28.


Objective: We implemented and monitored a clinical service, Consultation Planning, Recording and Summarizing (CPRS), in which trained facilitators elicit patient questions for doctors, and then audio-record, and summarize the doctor-patient consultations.

Methods: We trained 8 schedulers to offer CPRS to breast cancer patients making treatment decisions, and trained 14 premedical interns to provide the service. We surveyed a convenience sample of patients regarding their self-efficacy and decisional conflict. We solicited feedback from physicians, schedulers, and CPRS staff on our implementation of CPRS.

Results: 278 patients used CPRS over the 22-month study period, an exploitation rate of 32% compared to our capacity. 37 patients responded to surveys, providing pilot data showing improvements in self-efficacy and decisional conflict. Physicians, schedulers, and premedical interns recommended changes in the program's locations; delivery; products; and screening, recruitment and scheduling processes.

Conclusion: Our monitoring of this implementation found elements of success while surfacing recommendations for improvement.

Practice implications: We made changes based on study findings. We moved Consultation Planning to conference rooms or telephone sessions; shortened the documents produced by CPRS staff; diverted slack resources to increase recruitment efforts; and obtained a waiver of consent in order to streamline and improve ongoing evaluation.

Publication types

  • Evaluation Study
  • Research Support, N.I.H., Extramural
  • Research Support, Non-U.S. Gov't

MeSH terms

  • Aged
  • Attitude of Health Personnel*
  • Breast Neoplasms / psychology*
  • Breast Neoplasms / therapy
  • Conflict, Psychological
  • Cooperative Behavior
  • Decision Making*
  • Feedback, Psychological
  • Female
  • Humans
  • Needs Assessment / organization & administration*
  • Outcome and Process Assessment, Health Care
  • Patient Care Planning / organization & administration
  • Patient Care Team / organization & administration
  • Patient Education as Topic / organization & administration*
  • Patient Participation* / methods
  • Patient Participation* / psychology
  • Physician-Patient Relations
  • Program Development / methods
  • Program Evaluation
  • Prospective Studies
  • Qualitative Research
  • Referral and Consultation
  • Self Efficacy
  • Surveys and Questionnaires