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J Telemed Telecare OnlineFirst, published on November 30, 2016 as doi:10.

1177/1357633X16677676

Research Article

Journal of Telemedicine and Telecare


0(0) 1–11
Evaluation of a national telemedicine ! The Author(s) 2016
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DOI: 10.1177/1357633X16677676

Administration: Factors associated jtt.sagepub.com

with successful implementation

Lauren Stevenson PhD1, Sherry Ball PhD1, Leah M Haverhals MA2,


David C Aron MD MS1 and Julie Lowery PhD3

Abstract
Background: The Consolidated Framework for Implementation Research was used to evaluate implementation facilitators and
barriers of Specialty Care Access Network-Extension for Community Healthcare Outcomes (SCAN-ECHO) within the
Veterans Health Administration. SCAN-ECHO is a video teleconferencing-based programme where specialist teams train
and mentor remotely-located primary care providers in providing routine speciality care for common chronic illnesses. The
goal of SCAN-ECHO was to improve access to speciality care for Veterans. The aim of this study was to provide guidance and
support for the implementation and spread of SCAN-ECHO.
Methods: Semi-structured telephone interviews with 55 key informants (primary care providers, specialists and support staff)
were conducted post-implementation with nine sites and analysed using Consolidated Framework for Implementation Research
constructs. Data were analysed to distinguish sites based on level of implementation measured by the numbers of SCAN-ECHO
sessions. Surveys with all SCAN-ECHO sites further explored implementation information.
Results: Analysis of the interviews revealed three of 14 Consolidated Framework for Implementation Research constructs that
distinguished between low and high implementation sites: design quality and packaging; compatibility; and reflecting and
evaluating. The survey data generally supported these findings, while also revealing a fourth distinguishing construct – leadership
engagement. All sites expressed positive attitudes toward SCAN-ECHO, despite struggling with the complexity of programme
implementation.
Conclusions: Recommendations based on the findings include: (a) expend more effort in developing and distributing educa-
tional materials; (b) restructure the delivery process to improve programme compatibility; (c) establish an audit and feedback
mechanism for monitoring and improving the programme; (d) engage in more upfront planning to reduce complexity; and
(e) obtain local leadership support for providing primary care providers with dedicated time for participation.

Keywords
Implementation research, speciality care, chronic illness, telehealth, telemedicine, healthcare training, healthcare education

Date received: 3 May 2016; Date accepted: 12 October 2016

process and to provide PCPs with some training in speci-


Introduction ality care.5,6 Speciality care refers to services provided by
Timely access to speciality care services within a reason- experts with extensive training and education in a particu-
able distance is an ongoing challenge in Veterans Health lar clinical area such as pain management, diabetes, or
Administration (VHA), especially for patients in rural or cardiology.
economically impoverished areas1 where speciality care is
in demand but in shorter supply.1–4 A VHA initiative to
improve access to speciality care is the Specialty Care 1
Louis Stokes Cleveland VA Medical Center, USA
2
Access Network - Extension for Community Health Eastern Colorado Health Care System, USA
3
Outcomes (SCAN-ECHO) programme, which is designed VA Ann Arbor Health Care System, USA
to strengthen relationships between speciality care pro-
Corresponding author:
viders (SCPs) and primary care providers (PCPs) by pro- Lauren Stevenson, Louis Stokes Cleveland VA Medical Center, 10701 East
viding infrastructure, mechanisms, and guidance to Boulevard, Cleveland, OH 44106, USA.
facilitate and enhance the speciality care consultation Email: lauren.stevenson@va.gov

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Specifically, SCAN-ECHO is a medical education and providers (nurse practitioners, pharmacists), and support
care delivery programme that uses a video-teleconferen- staff (medical support assistants), who would be able to
cing-based platform and includes a 12–18 month curricu- provide information on implementation (Table 3).
lum of didactic presentations. In addition, PCPs present The interviews (n ¼ 55) were conducted between
their complex patient cases and receive real-time consult- September 2012 and January 2013 via telephone by pairs
ations from SCPs and other speciality care team members of analysts, one conducting the interview and the other
such as clinical pharmacists, nurses, and health psycholo- taking detailed notes. Interviews were digitally recorded
gists. Thus, specific patient needs are addressed while par- but not transcribed. The pairs reviewed and clarified inter-
ticipating PCPs gain knowledge and skills that allow them view notes, referring to the recordings as needed.
to treat complex patients independently and offer A survey was then developed (Supplementary Material,
advice to fellow PCPs. This model has proven to be an Appendix C), which consisted of questions addressing
effective way to enable PCPs to provide care for complex those constructs viewed very positively or negatively by
chronic conditions such as hepatitis C,7 diabetes8 and any of the sites participating in the interviews (see Data
chronic pain.9 analysis section below). The primary objective of fielding
A programme evaluation was funded to understand the survey was to determine if the qualitative findings were
what factors distinguished successful implementation confirmed by the quantitative survey findings (convergent
from less successful implementation, in order to inform mixed methods design) from a larger sample of SCAN-
VHA’s dissemination efforts following the initial imple- ECHO participants from all 77 sites participating in
mentation. We applied the Consolidated Framework for SCAN-ECHO at the time of survey administration.
Implementation Research (CFIR) to categorise and quan- This evaluation was a quality improvement project
tify distinguishing factors.10,11 The CFIR provides a com- funded by VHA’s Office of Specialty Care Services/
prehensive taxonomy of constructs from multiple Specialty Care Transformation (OSCT), conducted in
disciplinary domains that are likely to influence implemen- accordance with VHA guidelines for non-research projects
tation of complex programmes, thereby offering a check- (VHA Handbook 1058.05), which do not require IRB
list of potential areas for attention during the approval. Participation in the surveys and interviews
implementation process, a systematic method for analysis, was completely voluntary, and the confidentiality of all
and a set of common constructs that have been used in responses has been maintained.
previous implementation studies (Table 1).10,11
Data analysis
Methods A consensual qualitative analysis12 was used for the inter-
view responses. Interviewer pairs independently coded
Data collection
interview notes by assigning responses to CFIR constructs
A convergent mixed methods approach12 involving two and rating the influence of each construct in the organisa-
quantitative surveys and qualitative interviews was used tion (positive or negative) and magnitude or strength of its
to examine implementation of SCAN-ECHO within influence10 (–2, –1, 0, þ1, þ2). Constructs not specifically
VHA. First, a Web-based survey was disseminated to all mentioned (missing) were distinguished from those with
SCAN-ECHO site leaders (n ¼ 52) (Supplementary ambiguous or neutral effects (rated 0). Pairs then met to
Material, Appendix A) in June 2012 to identify their per- discuss and reach consensus on coding discrepancies.13–15
ceptions of the most important of the 39 CFIR constructs Ratings for each participant were aggregated to a site-
related to successful implementation of SCAN-ECHO. A level rating for each CFIR construct. These ratings were
semi-structured interview guide (Supplementary Material, calculated as an average of ratings across respondents
Appendix B) was then developed that focused on the within a site; ratings were given more or less weight in
CFIR constructs viewed as important or very important the calculations depending on respondents’ knowledge of
by the majority of the respondents to the initial survey. SCAN-ECHO and their ability to provide detailed
Interviews were conducted with key informants approxi- responses. Significant variability (a difference of at least
mately one-year post-introduction of the initiative. The two points) was noted if present among responses for a
respondents were identified from nine sites (geographic- given construct. This approach allowed for a systematic,
site/speciality combinations), which were selected in a rapid comparison across sites.10 A site-ratings matrix for
stratified random sample from the initial 37 SCAN- each of the 14 CFIR constructs examined the extent to
ECHO sites to reflect different degrees of implementation which constructs were consistently coded as negative or
success. Implementation success was defined as the had high variability for sites with low use of SCAN-
number of SCAN-ECHO sessions that had been con- ECHO, and coded as positive at sites with high use of
ducted by each of these sites at the time they were selected SCAN-ECHO.15,16
to be part of the evaluation in July 2012 (Table 2). A For the follow-up survey, overall percentages of
modified snowball sampling approach was used to recruit respondents agreeing or strongly agreeing with survey
interview participants; programme leads and primary care statements were calculated, and low implementation sites
directors were asked to identify SCPs, PCPs, other were compared to medium and high implementation sites.

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Stevenson et al. 3

Table 1. Consolidated Framework for Implementation Research (CFIR) constructs.

Topic/Description Short Description

I. INTERVENTION CHARACTERISTICS PERCENTAGEþ


A Intervention Source 54 Perception of key stakeholders about whether the intervention is
externally or internally developed.
B Evidence Strength & Quality Stakeholders’ perceptions of the quality and validity of evidence
supporting the belief that the intervention will have desired
outcomes.
C Relative advantage 88 Stakeholders’ perception of the advantage of implementing the
intervention versus an alternative solution.
D Adaptability 97 The degree to which an intervention can be adapted, tailored,
refined, or reinvented to meet local needs.
E Trialability 77 The ability to test the intervention on a small scale in the organ-
ization [8], and to be able to reverse course (undo implemen-
tation) if warranted.
F Complexity 88 Perceived difficulty of implementation, reflected by duration,
scope, radicalness, disruptiveness, centrality, and intricacy and
number of steps required to implement
G Design Quality & Packaging 88 Perceived excellence in how the intervention is bundled, pre-
sented, and assembled
H Cost 73 Costs of the intervention and costs associated with implementing
that intervention including investment, supply, and opportunity
costs.

II. OUTER SETTING


A Patient Needs & Resources 85 The extent to which patient needs, as well as barriers and facili-
tators to meet those needs are accurately known and prioritized
by the organization.
B Cosmopolitanism 66 The degree to which an organization is networked with other
external organizations.
C Peer Pressure 65 Mimetic or competitive pressure to implement an intervention;
typically because most or other key peer or competing organ-
izations have already implemented or in a bid for a competitive
edge.
D External Policy & Incentives 64 A broad construct that includes external strategies to spread
interventions including policy and regulations (governmental or
other central entity), external mandates, recommendations and
guidelines, pay-for-performance, collaboratives, and public or
benchmark reporting.
III. INNER SETTING
A Structural Characteristics 66 The social architecture, age, maturity, and size of an organization.
B Networks & Communications 88 The nature and quality of webs of social networks and the nature
and quality of formal and informal communications within an
organization.
C Culture 89 Norms, values, and basic assumptions of a given organization.
D Implementation Climate The absorptive capacity for change, shared receptivity of involved
individuals to an intervention and the extent to which use of that
intervention will be rewarded, supported, and expected within
their organization.
1 Tension for Change 76 The degree to which stakeholders perceive the current situation
as intolerable or needing change.
2 Compatibility 85 The degree of tangible fit between meaning and values attached to
the intervention by involved individuals, how those align with
individuals’ own norms, values, and perceived risks and needs,
and how the intervention fits with existing workflows and
systems.
(continued)

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Table 1. Continued

Topic/Description Short Description

3 Relative Priority 88 Individuals’ shared perception of the importance of the imple-


mentation within the organization.
4 Organizational Incentives & 61 Extrinsic incentives such as goal-sharing awards, performance
Rewards reviews, promotions, and raises in salary and less tangible
incentives such as increased stature or respect.
5 Goals and Feedback 80 The degree to which goals are clearly communicated, acted upon,
and fed back to staff and alignment of that feedback with goals.
6 Learning Climate 92 A climate in which: a) leaders express their own fallibility and need
for team members’ assistance and input; b) team members feel
that they are essential, valued, and knowledgeable partners in
the change process; c) individuals feel psychologically safe to try
new methods; and d) there is sufficient time and space for
reflective thinking and evaluation.
E Readiness for Implementation Tangible and immediate indicators of organizational commitment
to its decision to implement an intervention.
1 Leadership Engagement 92 Commitment, involvement, and accountability of leaders and
managers with the implementation.
2 Available Resources 96 The level of resources dedicated for implementation and on-going
Code separately: operations including money, training, education, physical space,
 Funding and time.
 Staffing  Availability of funding for the new program.
 HR processes/support  Are the needed people in place (regardless of whether they are
 Training newly hired or existing staff who have been re-assigned)?
 IT Support  Has HR provided timely and helpful support for hiring any new
 Administrative Support people needed?
 Has there been helpful training?
 Has IT support been readily available and helpful?
 Is administrative support (e.g., coordinating and scheduling
meetings, working with IT and HR, etc.) provided?
3 Access to Knowledge & 85 Ease of access to digestible information and knowledge about the
Information intervention and how to incorporate it into work tasks.

IV. CHARACTERISTICS OF INDIVIDUALS


A Knowledge & Beliefs about the 85 Individuals’ attitudes toward and value placed on the intervention
Intervention as well as familiarity with facts, truths, and principles related to
the intervention.
B Self-efficacy 84 Individual belief in their own capabilities to execute courses of
action to achieve implementation goals.
C Individual Stage of Change 81 Characterization of the phase an individual is in, as he or she
progresses toward skilled, enthusiastic, and sustained use of the
intervention.
D Individual Identification with 72 A broad construct related to how individuals perceive the
Organization organization and their relationship and degree of commitment
with that organization.
E Other Personal Attributes 76 A broad construct to include other personal traits such as toler-
ance of ambiguity, intellectual ability, motivation, values, com-
petence, capacity, and learning style.

V. PROCESS
A Planning 96 The degree to which a scheme or method of behavior and tasks
for implementing an intervention are developed in advance and
the quality of those schemes or methods.
B Engaging Attracting and involving appropriate individuals in the implemen-
tation and use of the intervention through a combined strategy
of social marketing, education, role modeling, training, and other
similar activities.
(continued)

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Stevenson et al. 5

Table 1. Continued

Topic/Description Short Description

1 Opinion Leaders 92 Individuals in an organization who have formal or informal influ-


ence on the attitudes and beliefs of their colleagues with respect
to implementing the intervention
2 Formally appointed internal 88 Individuals from within the organization who have been formally
implementation leaders appointed with responsibility for implementing an intervention as
coordinator, project manager, team leader, or other similar role.
3 Champions 88 ‘‘Individuals who dedicate themselves to supporting, marketing,
and ‘driving through’ an [implementation]’’ [101](p. 182), over-
coming indifference or resistance that the intervention may
provoke in an organization.
4 External Change Agents 44 Individuals who are affiliated with an outside entity who formally
influence or facilitate intervention decisions in a desirable
direction.
5 Key Stakeholders 88 The inclusion of stakeholders in the development and implemen-
tation of the intervention/program. A stakeholder is a person
who can affect or be affected by the intervention/program.
C Executing 92 Carrying out or accomplishing the implementation according
to plan.
D Reflecting & Evaluating 88 Quantitative and qualitative feedback about the progress and
quality of implementation accompanied with regular personal
and team debriefing about progress and experience.
a
Percentage of respondents (n ¼ 22) who rated potential implementation factors as important or very important.
Source: Damschroder L, Aron D, Keith R, et al. Fostering implementation of health services research findings into practice: A consolidated framework for
advancing implementation science. Implement Sci 2009; 4: 50.17

Table 2. Number of Specialty Care Access Network-Extension for Table 4. Number of Specialty Care Access Network-Extension
Community Healthcare Outcomes (SCAN-ECHO) sessions at nine for Community Healthcare Outcomes (SCAN-ECHO) sessions/
sites participating in semi-structured interviews. number of outpatient visits at sites participating in surveys.
Implementation level Degree of Number of Minimum Maximum
Implementation site/speciality units rate rate
Site Specialty Low Medium High
Low rate 8 0.00022 0.00188
Hepatitis C 5 56 153
Medium rate 8 0.00269 0.00955
Pain 11 48 74
High rate 8 0.00970 0.04459
Diabetes 13 29 154

Degree of implementation was measured as number of


Table 3. Number and roles of interview respondents by site. SCAN ECHO sessions conducted from 12/2012 through
2/2013 as a percentage of outpatient visits at each facility,
Site (implementation
level/speciality) Participants Role
as shown in Table 4. Only sites with at least one SCAN-
ECHO session, and only respondents from these sites,
Low/hep C 3 2 CL, 1 SCP were included in the analysis.
Low/pain 7 1 CL, 2 OS, 2 PCP, 2 SCP
Low/diabetes 9 2 CL, 3 PCP, 2 SCP, 2 OS
Results
Medium/hep C 4 1 CL, 1 PCP, 2 SCP
Medium/pain 6 1 CL, 1 OP, 2 PCP, 1 OS, 1 SCP Twenty-two SCAN-ECHO leaders responded to the ini-
Medium/diabetes 5 1 CL, 1 OS, 1 PCP, 1 SCP, 1 OP tial survey, for a response rate of 42%. Fourteen of the 39
CFIR constructs were viewed as important or very
High/hep C 6 2 CL, 1 OS, 2 PCP, 1 SCP
important by at least 88% of the respondents; these are
High/pain 8 1 CL, 1 OS, 3 PCP, 2 SCP, 1 OP
shown in Table 1, and were used to design the interview
High/diabetes 7 1 CL, 1 OS, 3 PCP, 2 SCP
guide.
Total 55 Analysis of interviews revealed three CFIR constructs
CL: clinical leader; OP: other provider; OS: other support staff; PCP: primary that distinguished between low and high implementation
care provider; SCP: speciality care provider. sites: design quality and packaging, compatibility, and

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Table 5. Results matrix for the most relevant Consolidated Framework for Implementation Research (CFIR) constructs.

CFIR construct Low High


a
Compatibility 0 0 0 1 1 1
Reflecting and evaluatinga 0 0 1 0 1 1
Design quality and packaginga 1 1 0 1 1 0
Complexity 1 2 2 2 1 2
Knowledge and beliefs 1 1 1 1 2 2
Leadership engagement 0 1 1 1 2 0
Complexity and Knowledge and beliefs were deemed to be important constructs because they were rated consistently as negative or positive (respectively)
across both low and high implementation sites. Leadership engagement was a distinguishing construct based on the survey responses, but not the interview
responses (rated inconsistently across sites, see matrix above).
a
To be a distinguishing construct, a construct had to be rated as negative or 0 across all low sites, and have at least two positive ratings in the high sites.

reflecting and evaluating. Complexity was a challenge (i.e. instruction and support in terms of how to organise and
rated negatively) for all sites; in contrast, knowledge and implement the SCAN-ECHO initiative’ (p ¼ 0.10).
beliefs about the intervention were consistently positive
across all sites. Table 5 shows the interview results
matrix for these constructs. A summary of sites’ percep-
Compatibility
tions of these constructs is provided below, and Table 6 Compatibility, or the extent to which a programme fits
presents quotations from low versus high implementation with existing workflows and systems, is important for
sites for each of these constructs. facilitating successful implementation. SCPs at high
Survey responses were received from 198 of 450 pro- implementation sites believed that SCAN-ECHO was
viders (44%), but only 81 (18%) were from sites that had compatible with the existing delivery model, improving
conducted at least one SCAN-ECHO session from its efficiency. However, at low implementation sites there
December 2012–February 2013. The interview responses was concern that the programme might interfere with the
were generally supported by the survey responses, with the role of SCPs or duplicate efforts.
exception of Leadership Engagement. This construct did A large majority of survey respondents (94%) agreed
not show up as an important construct in the interview that the SCAN-ECHO programme ‘is appropriate for our
responses, but was a distinguishing factor in the survey practice setting’ and ‘is a good model for how medicine
responses. The extent to which the survey responses sup- should be practiced’ (88%), but there was no noticeable
ported the interview findings is presented for each of the trend across implementation level. There was a slight
important constructs below. trend across implementation level in the percentage of
providers who agreed with the statement, ‘SCAN-ECHO
has improved the efficiency of speciality care referrals’
Design quality and packaging (69%, 74% and 85% agreeing from low, medium, and
The quality of a programme’s design and the way in which high implementation sites, respectively, p ¼ ns).
it is presented can contribute to implementation success (if
done well) or failure (if done poorly). Low implementa-
Reflecting and evaluating
tion sites reported a failure to understand what SCAN-
ECHO should look like or expressed confusion about the Obtaining feedback about a programme enables sites to
programme. High implementation sites felt that the infor- adjust/adapt as needed. High implementation sites
mation they received was sufficiently clear for them to engaged in reflection and evaluation, including conducting
successfully implement the programme. surveys for informing programme adjustments, while low
These results were somewhat supported by survey data, implementation sites did not regularly do so. No survey
which revealed differences in understanding of SCAN- questions addressed the construct of reflecting and
ECHO among SCPs across sites: 75% of SCPs (who evaluating.
were responsible for planning and conducting training ses-
sions) at low implementation sites reported the guidelines
and expectations of the SCAN-ECHO initiative were
Complexity
clear, compared with 83% at medium implementation Intervention complexity leads to implementation chal-
sites, and 100% at high implementation sites. However, lenges. Responses regarding complexity were consistently
this difference was not significant. In addition, 69% of rated as negative (high complexity) across all sites.
SCP respondents at low implementation sites, 71% at Complexity included acquiring new tele-health equipment,
medium implementation sites, and 93% at high implemen- scheduling, hiring new staff or changing job duties,
tation sites agreed with the statement, ‘I received adequate and establishing access to video-teleconferencing.

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Stevenson et al. 7

Table 6. Illustrative quotes comparing relevant Consolidated Framework for Implementation Research (CFIR) constructs at low vs high
implementation sites.

CFIR construct Low High

Design quality and packaginga ‘The whole programme seems to have put the Respondent noted that the guidelines sent out by
cart before the horse. To me it seems there VA [Veteran Affairs] Central Office were ‘rea-
wasn’t enough stuff decided and concrete at the sonable’. ‘We know what they wanted’. ‘Monthly
national level before they started implement- calls were helpful, to know the direction’.
ing . . . . When I got materials it was much later ‘They did give us some wall hangings i.e. the spine so
on and I didn’t really look at them. It didn’t feel I can explain to patients where the problem is,
like there was any guidance’. and they gave handouts to give to patients. These
things were helpful, I didn’t know what to expect
but the quality seems good’.

Compatibilitya ‘I think that, boy, we can’t all be mini-specialists in ‘It [SCAN-ECHO] seems to integrate very well.
everything and I’m a specialist in rheumatology There was some question about how it would
in addition to being a primary care doc and that integrate with e-consults. What we found is
took 3 years of training. I think that a mini- that the providers don’t see it as duplicative at
specialist, I just think that’s rhetoric. We all all . . . with SCAN-ECHO it seems that, through
need to be good generalists and know when to the discussion and the back and forth, PCPs are
refer to specialist. To be mini-specialist that’s actually learning what to do and next time they
not credible to me’. know what to do, so the consult doesn’t come
‘However, I have heard some SCPs expressing back again for new patient. That’s fabulous and
concerns about making themselves obsolete, there is a place for both SCAN-ECHO and e-
are we going to be out of a job if we train all consults. It’s good that in VA you can convert
these PCPs?’. consult from one type to another. Everybody
learns, it integrates quite well into workflow’.

Reflecting and evaluatinga ‘Our experience is so small I really haven’t had ‘The feedback is from the surveys we send out
any feedback other than they keep participating weekly. We have received emails from some of
every month so they must be getting something our participants at CBOCs [VA community-
out of it’. based outpatient clinics] or other facilities that
don’t have the specialists we have here that they
have improved the service they’re giving to the
vets by the knowledge they’ve gained and edu-
cation received [through SCAN-ECHO]. The
response has been overwhelmingly positive’.

Complexityb ‘It was extremely difficult because we didn’t have ‘Initially we had hurdles. I would say it was com-
a good business plan. Now that we’ve made all plicated. Right now it’s seamless because we
the mistakes and solved it we have helped other have an infrastructure. If anything it has
groups. We were pioneers and there wasn’t a improved communications. I don’t want to put
good plan to follow’. SCAN and complex in the same statement’.
‘Technological, as with any new process it took a
while to get the bugs worked out. There were
technical errors made, a rough start, had to
develop a communication protocol. Things have
been working dandy ever since’.
‘Hindsight’s 20/20 and now that we have 5 clinics
up and running it gets easier every time. When
we first started, it was a 5 [very difficult]. With
each clinic it’s gotten easier, it’s now down to a
2 or 1.5 now [with 1 being least difficult]. [You]
learn from your experience and you don’t
stumble at that point the next time’.

Knowledge and beliefs about ‘I’m a Veteran myself and saw the issues i.e. access ’I think that this is a solid idea. Essentially in a
the interventionc is the biggest issue we have. The old days are system we have some of our providers, par-
gone, but still a lot of animosity there. SCAN is ticularly rural, it’s really the right idea to help
fixing that, I really believe that’s what it’s them. Even if you take away all the other factors
doing. . .. It’s really great. And yet it’s been you get patients living in rural setting with not
hampered by logistics. It’s forward thinking’. much funding is a lot of travel costs for VA to
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Table 6. Continued

CFIR construct Low High

transport them or postpone or avoid treatment


and things will be further along and harder to
manage’.
Leadership engagementd ‘We really do need full buy-in from leadership at ‘Front office is innovative, embraces technology.
all levels. Without that, I really do believe the So for them this is a new wave of the future so
programme will fail, need to have the pro- they hopped on and drove that train’.
gramme solidified like that’. ‘The administration of the medical center has gone
‘To be quite frank with you, the SCAN programme out of their way both to try to recruit and build
hasn’t taken root yet at our facility. We have interest in the program. We’ve had retreats
some providers who would like to participate both last year and this year about the SCAN-
but they can’t because of time’. ECHO project, bringing all the participants to
one place, at its kickoff and this year to gain
feedback and explain next steps. Without a
doubt the retreats helped the programme
progress, recruit, and maintain participation’.
‘Much easier when their leadership approves and
agrees to it. Makes all the difference. If leader-
ship gives them time to come, then they almost
always continue’.
PCP: primary care provider; SCAN: Specialty Care Access Network; SCAN-ECHO: Specialty Care Access Network-Extension for Community Healthcare
Outcomes; SCP: speciality care provider.
a
Distinguishing constructs between low implementation sites and high implementation sites; bconsistently negative across sites; cconsistently positive across
sites; dinconsistent across sites in interview responses: distinguishing construct in survey responses.

Although not a distinguishing characteristic between sites, the sites about support from leadership. For example,
40% of all survey respondents agreed with the statement, leadership provided technological support and resources
‘The hiring process at this facility has impeded our ability to attend training sessions, but not dedicated time to par-
to hire necessary SCAN-ECHO staff in a timely manner’. ticipate in the SCAN-ECHO sessions on a routine basis or
to set up ‘mini-speciality’ clinics.
Survey responses indicated that limited protected time
Knowledge and beliefs about the intervention
was indeed a barrier to participation for PCPs and likely a
Individuals’ positive attitudes toward and value placed on major contributor to concerns with developing and apply-
a programme can aid in its implementation. Conversely, ing speciality expertise. Nearly half (45%) of respondents
negative impressions can raise significant barriers. believed the programme has increased their workload.
Fortunately for SCAN-ECHO, most PCPs saw benefits Only 16% of PCPs said they had protected time to serve
of acquiring new skills, honing knowledge, and having as mini-specialists. Survey responses showed differences
access to speciality expertise. across sites in protected time for PCPs to attend SCAN-
Of all surveyed, 86% agreed that SCAN-ECHO ECHO sessions: 83% and 82% of PCPs from low and
increased PCPs’ knowledge and competencies, with no medium implementation sites, respectively, said they had
noticeable trends across level of implementation. PCPs protected time, compared with 92% at high implementa-
generally believed they were able to apply knowledge tion sites (p ¼ 0.08). This was further supported by agree-
gained, with >75% agreeing or strongly agreeing with ment with ‘Our clinical leadership considers SCAN-
the following statements: (a) ‘With the information I ECHO a valuable use of my time’ at 69%, 67% and
receive from the SCAN-ECHO sessions, I can provide 88% at low, medium, and high implementation sites,
care for the typical patient in that speciality without fur- respectively (p ¼ 0.12).
ther referrals’, (b) ‘The information I’ve received from
SCAN-ECHO cases has been useful in treating other
Discussion
patients in my panel’, and (c) ‘SCAN-ECHO has
improved my ability to manage and treat patients with The survey and interview data consistently identified con-
this condition’. structs that differentiated lower from higher implementa-
tion sites, although differences across sites in the survey
data were not statistically significant. These constructs
Leadership engagement included issues of compatibility with existing care
Leadership engagement was not identified as a distin- models, lack of feedback on the programme, complexity
guishing construct based on the interview responses; of implementation, and failure of leadership to provide
there were both positive and negative comments across protected time for participation. Sites were consistently

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Stevenson et al. 9

positive in beliefs about programme benefits, something identifying specific barriers, and developing a formal
needed for successful implementation, but insufficient to implementation blueprint.10 It is important that sites
guarantee it. devote sufficient time and energy to these processes.
Implementation challenges identified from the inter-
views and surveys point toward suggestions for improving
implementation processes in low performing sites as well
Leadership support
as in new sites who wish to start SCAN-ECHO pro- Obtaining buy-in from leaders, especially in the form of
grammes. Powell et al.18 provide a comprehensive list of protected time for providers participating in SCAN-
implementation strategies, classified into six categories ECHO, also falls under the category of planning. One of
representing larger implementation processes: planning, the strategies for obtaining necessary support is to obtain
educating, restructuring, financing, managing quality, formal commitments from leaders, which should be done
and attending to the policy context. Specific strategies prior to devoting resources to implementation.
in five of these categories are presented below for address- Our findings are consistent with those from other stu-
ing issues identified in this study. dies examining the factors associated with the successful
implementation of telehealth programmes. For example,
in an in-depth literature review of 225 articles focused on
Design quality and packaging
videoconferencing in clinics, one finding was the import-
This falls under the category of ‘educating.’ Potential stra- ance of developing protocols for using the system, which is
tegies to address issues cited by participants include a component of packaging the programme19 and other
developing and distributing effective educational materials studies have supported these findings.20 Perceived useful-
(guidelines, manuals, toolkits, etc.) ‘in ways that make ness of and interest in telemedicine has previously shown
it easier for stakeholders to learn about the innovation to increase probability of PCPs using telemedicine
and for clinicians to learn how to deliver the clinical options.21 Previous research has also shown the import-
innovation’.10 ance of reflecting and evaluating related to telehealth nur-
sing services22 and the challenges associated with
integrating new and ‘different’ models of practice into
Compatibility
deeply embedded local working structures (compatibil-
Interview and survey data showed a number of providers ity).23 Past telehealth efforts by the VHA have been
had concerns about PCPs taking on responsibilities trad- successful when focusing on planning to reduce the
itionally handled by SCPs and worried there might be complexity of implementation.24 Other research studying
differences in the degree of integration of SCAN-ECHO telemedicine has noted leadership support as a key factor
into existing delivery processes across sites. These con- to success.25
cerns could potentially be addressed under ‘restructure’ However, most of these other studies did not conduct a
strategies, which ‘facilitate implementation by altering systematic examination of the association between organ-
staffing, professional roles, physical structures, equip- isational factors of interest and a quantitative measure of
ment, and data systems’ (p ¼ 135).18 Adjusting primary implementation success, as we did. Instead, previous stu-
care staffing and team composition may be helpful, such dies that have conducted qualitative assessments of the
as engaging more nurse practitioners in trainings. In add- key factors affecting implementation success have tended
ition, finding ways to integrate the programme into the to identify these factors based on the judgement of the
existing consultation process using quality improvement interview respondents,25 i.e. the respondents are asked to
strategies could avoid duplication of effort and improve make an assessment of which factors they perceive are
efficiency of the process for requesting and obtaining most important, which is essentially what we did with
consultations from SCPs, thereby improving our initial survey of SCAN-ECHO leaders. However, we
compatibility. took the next step of trying to link these factors with
actual implementation outcomes, to verify (or not) the
judgement of the participants. Furthermore, reviews of
Reflecting and evaluating previously published studies often do not provide details
This issue is most appropriately addressed using a ‘quality on the specific methods employed by the studies included
management’ strategy, such as quality monitoring or audit in the review,26 so it is impossible to determine whether
and feedback.18 Sites would benefit from an examination the key factors identified from these reviews are based on
of data and feedback from their own SCAN-ECHO pro- perceptions or empirical data. In their literature review of
grammes and also from sharing data with other sites. successful telemedicine interventions, Broens et al. noted
‘Currently, there is no generally accepted methodology to
systematically identify and score determinants for tele-
Complexity medicine implementations’ (p ¼ 307).26 We hope that
Tackling a complex intervention generally requires our approach provides one option for such a systematic
increased attention to planning strategies, which include approach. Findings from our study and others that
conducting local needs assessment, assessing for readiness, employ a similar methodology can meet the need for

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10 Journal of Telemedicine and Telecare 0(0)

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Declaration of Conflicting Interests (eds) Configurational comparative methods Los Angeles:
The author(s) declared no potential conflicts of interest with Sage, 2009, pp.xvii–xx.
respect to the research, authorship, and/or publication of this 16. Averill JB. Matrix analysis as a complementary analytic
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Funding 17. Damschroder L, Aron D, Keith R, et al. (2009) Fostering
The author(s) disclosed receipt of the following financial support implementation of health services research findings into
for the research, authorship, and/or publication of this article: practice: A consolidated framework for advancing imple-
This material is based upon work supported by the US mentation science. Implement Sci 4(1): 50.
Department of Veterans Affairs, the Office of Specialty Care 18. Powell BJ, McMillen C, Proctor EK, et al. A compilation of
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