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By Dana R. Sax, David R. Vinson, Cyrus K. Yamin, Jie Huang, Troy M. Falck, Reena Bhargava,
Debra J. Amaral, and Mary E. Reed doi: 10.1377/hlthaff.2018.05079
HEALTH AFFAIRS 37,
NO. 12 (2018): 1997–2004

Tele-Triage Outcomes For Patients ©2018 Project HOPE—


The People-to-People Health
Foundation, Inc.

With Chest Pain: Comparing


Physicians And Registered Nurses

Dana R. Sax
ABSTRACT We took advantage of a change in protocol in an integrated (danakindermann@gmail.com)
is an emergency physician at
delivery system’s telephone consultation service—routing callers Kaiser Permanente Oakland
complaining of chest pain to physicians instead of registered nurses, Medical Center, in California.

whenever feasible—to explore whether tele-triage outcomes differed by


David R. Vinson is an
staffing type. Comparing outcomes of 11,315 physician-directed calls to emergency physician at Kaiser
Permanente Sacramento
those of an equal number of nurse-directed calls in 2013, we found that Medical Center, in California.
the physician-directed calls were briefer (eight minutes versus thirteen
minutes), produced fewer ED referrals (10 percent versus 16 percent), Cyrus K. Yamin is an
emergency physician at Kaiser
and resulted in higher patient adherence to the providers’ site-of-care Permanente Oakland Medical
Center.
recommendation (86 percent versus 82 percent). Mortality rates at seven
days were low for both physician- and nurse-directed calls (0.1 percent). Jie Huang is a programmer/
We suspect that providers’ immediate access to callers’ comprehensive analyst in the Division of
Research, Kaiser Permanente,
electronic health records and patients’ rapid access to outpatient care in Oakland.
likely contributed to the program’s success. Our findings suggest that
Troy M. Falck is regional
tele-triage can be used to safely and effectively manage an emergent assistant clinical director at
complaint, and that physicians’ expertise may bring additional efficiency the Appointment and Advice
Call Center, Permanente
to the process. Medical Group, in Oakland.

Reena Bhargava is an
internist in the Department of
Internal Medicine, Kaiser
Permanente Santa Clara

D
emand for acute care services has Tele-triage may offer an innovative strategy to Medical Center, in California.
increased over the past decade, help contain the increase in ED costs and volume
with the rate of emergency de- for chest pain. Telehealth technologies (includ- Debra J. Amaral is a leader
partment (ED) visits per year out- ing telephone, email, video, and remote moni- of strategic innovation
at the Appointment and
pacing population growth.1 The toring devices) are becoming an integral part of
Advice Call Center,
increasing volume has led to ED overcrowding, the health care system and can enable delivery in Permanente Medical Group.
which has been associated with increased mor- a timely, cost-effective way.9,10 Telephone advice
tality and costs.2,3 Chest pain is the second lead- and triage services have been studied in the Mary E. Reed is a research
ing cause of ED visits, with over eight million outpatient setting, primarily in Europe, and a scientist in the Division of
Research, Kaiser Permanente.
visits annually.4 Of the $80 billion per year at- systematic review found no increased rate of ad-
tributed to ED care nationally in 2011, chest pain verse events resulting from inappropriate tri-
topped the list, accounting for $5 billion.5 Sever- age.11 Pediatric studies have suggested that using
al strategies have been proposed to manage de- telephone consultation services for urgent com-
mand and reduce crowding in emergency care, plaints is safe and cost-effective, and the services
including a surge in alternative sites of care, help route patients to the most appropriate ven-
changes in patient financial incentives and in- ue of care.12–16 Little is known about the use of
surance coverage, the use of advanced practi- tele-triage for adult patients who might other-
tioners in EDs, operational changes to promote wise seek emergency care or about its implica-
efficiency, and increasing access to primary care tions on cost, quality of care, and patient expe-
providers, but results have been mixed.6–8 rience.

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Telehealth

Decisions on clinician staffing for telehealth tentially emergent complaints proceed to seek
services in potentially emergent situations may advice over the phone.21
be key. Most evidence of tele-triage and advice Responses to calls follow clear protocols to
lines has been focused on nurse-directed ad- maximize patient safety. Calls are initially an-
vice.16–18 A systematic review of European studies swered by nonlicensed teleservice representa-
comparing physician- and nurse-directed tele- tives who follow highly structured scripts to
triage consultation services showed mixed re- book appointments, send messages to callers’
sults with respect to downstream ED use and providers, provide information about facility
costs.19 As far as we know, no comparison of resources and locations, and forward any calls
physician- and nurse-directed consultation ser- seeking clinical advice to call center nurses. The
vices for urgent or emergent complaints in the nurses then use complaint-based structured al-
US has been conducted. gorithms developed by Permanente Medical
We examined data from the Appointment and Group physicians to guide their questions dur-
Advice Call Center of Kaiser Permanente North- ing the call. Lastly, any call that meets criteria
ern California (KPNC), a large integrated health for a critical concern based on these algorithms
care delivery system, which adopted a novel pro- triggers the nurse to consult with a call center
tocol for forwarding calls from patients report- physician. Nurses present the case to the physi-
ing chest pain. Instead of directing all such calls cian, who—after reviewing the medical history—
to registered nurses assisted by physicians, the provides advice and assists with venue-of-care
center started forwarding those calls directly to recommendations. Nurses then complete the
physicians during specified dual-staffing hours. call with the patient. Thus, nurses do not provide
Outside those hours, or when a physician was advice in isolation for any potentially emergent
not readily available, the calls were routed problem; instead, detailed protocols dictate phy-
to nurses with physician assistance, as before. sician participation for these cases.
We compared venue-of-care recommendations, Call center physicians are board-certified or
patients’ care-seeking behavior, ED use, and pa- board-eligible emergency physicians who work
tient outcomes for calls directed by physicians remotely, exclusively on the phone, to triage ur-
and nurses during the dual-staffing hours. We gent and emergent symptoms; they are con-
also used standard costs to roughly translate nected to the call center through a software plat-
study findings into dollar amounts. The poten- form. These physicians have full and immediate
tial to triage a highly prevalent, high-risk com- access to the caller’s medical records through
plaint such as chest pain over the telephone rep- KPNC’s integrated electronic health record
resents an innovative use of tele-triage. If found (EHR).22 In addition to speaking with nurses
to be safe and cost-effective, it could serve as a about critical cases, call center physicians also
model for other systems seeking to manage the review and approve prescriptions for specific
growing demand for care for this and possibly protocol-driven, nurse-directed calls.
other acute complaints. Possible call outcomes for emergent com-
plaints include the activation of emergency med-
ical services, referral to the ED by nonambulance
Study Data And Methods transport, booking a physician’s office visit ap-
Study Setting And Source Population Kaiser pointment within a specified time period, book-
Permanente Northern California provides com- ing a telephone appointment, sending an urgent
prehensive inpatient, ED, and ambulatory care message to the patient’s provider, and offering
for over four million people in Northern Califor- home care advice.
nia. Its membership is highly representative of All calls, including those for potentially emer-
the local and state population.20 KPNC includes gent cases, followed this flow until late 2012:
twenty-one medical centers and has more than teleservice representative to nurse, with physi-
one million ED visits annually. cian involvement if the call met certain criteria.
Call Center And Physician-Directed Con- At that time, the flow of calls for chest pain was
sultation Protocols The appointment and ad- modified as described below.
vice call center covers the entire KPNC patient Revised Protocol For Chest Pain While the
population and receives over a million calls per flow described above was effective in safely han-
month from members seeking advice for their dling calls across a spectrum of patient concerns,
health problems or requesting appointments. call center physician leadership sought ways to
The service is open twenty-four hours a day, sev- improve efficiency and optimize resource use for
en days a week. All callers hear an initial record- certain high-risk complaints through appropri-
ing asking them to call 911 or go to the closest ate triage decisions. Beginning in late 2012 a new
hospital if they feel they are having an emergen- protocol was introduced according to which call-
cy. Despite this warning, many callers with po- ers ages thirty-six and older bypassed the nurse

1998 Health A ffairs D e ce m b er 2 018 3 7: 1 2


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and were instead forwarded directly to a physi- for a more detailed discussion of data and meth-
cian if they complained to the teleservice repre- ods.)23
sentative of chest pain. Physicians were staffed to Using automated data, we collected call char-
take chest pain calls during all weekday office acteristics and linked each call with the patient’s
hours. For these calls, physicians did not use a EHR data by medical record number to collect
predetermined algorithm (unlike the nurse data on patient characteristics, ED use, and out-
calls) and made triage decisions based on their comes. Deaths were ascertained using hospital
clinical judgment after taking a detailed patient and billing claims databases, administrative
history and reviewing the patient’s EHR in real health plan databases, state death certificate reg-
time. It was felt that Permanente Medical Group istries, and Social Security Administration files
emergency physicians’ extensive experience as available at each site.
handling chest pain patients in the ED, in com- Although the natural experiment design, with
bination with access to the EHR during the call, assignment of calls to a physician or a nurse
could streamline triage decisions and provide an based on wait time, already offered comparable
advantage over nursing protocols. patient characteristics between groups, we used
This call center model, with dual staffing by propensity scores to further account for minimal
physicians and nurses, allows for the handling of differences in patient and call characteristics be-
a multitude of complaints, decreases idle time, tween calls routed to a nurse and those routed to
and offsets costs while physicians wait for chest a physician (see appendix exhibit A2).23 The pri-
pain calls. mary outcome was the recommendation of the
A Natural Experiment: Routing Calls To tele-triage provider (physician or nurse) on the
Physician Or Nurse According To Current venue of care (ED visit, clinic appointment, tele-
Wait Time Even when the direct-to-physician phone appointment, or message to the patient’s
chest pain protocol was in place, calls were au- primary care provider). Secondary outcomes
tomatically routed according to the standard were the concordance between the provider’s
protocol as necessary to reduce caller wait times. recommendation and the patient’s subsequent
Specifically, if the wait time to speak with a phy- care-seeking behavior, and seven- and thirty-
sician was more than a minute, teleservice rep- day all-cause mortality. We compared the differ-
resentatives routed chest pain calls to a nurse ences in the rates of these outcomes between
instead of a physician. As with all other critical physician- and nurse-directed calls in the
calls, if the chest pain was deemed potentially matched sample.
cardiac in nature, based on clear endpoints in the Lastly, we used standard unit costs to illustrate
nurse’s algorithm, the nurse put the patient on potential cost differences between physician-
hold to review management decisions with a call and nurse-directed calls. Using average ED costs
center physician. from the Medical Expenditure Panel Survey and
This routing of calls based on wait time created average salaries of California nurses and emer-
a natural experiment for evaluating physician- or gency physicians provided by the Bureau of
nurse-directed tele-triage for chest pain calls. Labor Statistics and the American College of
Importantly, most such calls routed to a nurse Emergency Physicians, we estimated potential
still involved physician consultation. This study health system savings through the use of a di-
compared nurse with physician consultation as rect-to-physician protocol for chest pain calls.
needed versus physician-only calls. The initial Limitations Our study had several limita-
assignment of calls to physicians or nurses tions. First, the results may be less generalizable
was based on the concurrent volume of referral to other settings with less access to or integra-
calls, independent of other call and patient char- tion of services across venues or lack of a
acteristics. comprehensive EHR, or to systems with fee-for-
Data Processing And Analysis We con- service payment models that incentivize in-
ducted a retrospective population-based cohort creased service use.
study of a natural experiment. We identified all Second, other health care systems might not
calls to the call center with an initial complaint of have sufficient staffing or demand to support a
chest pain in the period January 1–December 31, tele-triage system.
2013. We excluded calls that were ineligible for Third, we provide a simple cost translation of
the direct-to-physician protocol for chest pain our findings to illustrate the potential cost sav-
(including patients younger than age thirty- ings of implementing a direct-to-physician pro-
six, pregnant women, and those who com- tocol, but we acknowledge that there are many
plained of upper-respiratory infection or trau- other variables in a full cost analysis (such as the
ma). We also excluded calls that were handled costs of implementing a tele-triage system and
during center hours with nurse-only instead of clinicians’ work time when not addressing chest
dual coverage. (See online appendix exhibit A1 pain calls).

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Study Results pensity-matching analysis to mitigate these dif-


Among all 29,673 calls in our study data, 12,064 ferences, and the propensity-matched cohorts
were initially directed to a physician and 17,609 were very similar (exhibit 1). (See appendix ex-
to a nurse. After propensity matching, the study hibits A3a and A3b for the distribution of pro-
population was 22,630, with 11,315 calls in each pensity scores by call type before and after
group. The patient and call characteristics in the matching.)23 Physician-directed calls were brief-
two groups were similar, although there were er than nurse-directed calls (eight minutes ver-
small differences in demographic and comorbid- sus thirteen minutes).
ity profiles for reasons we could not explain We found that 87 percent of patients were
(see appendix exhibit A2).23 We employed pro- ultimately directed to venues outside of the ED.
Although both groups infrequently recom-
mended the ED, physicians had fewer ED refer-
Exhibit 1
rals than nurses (10 percent versus 16 percent).
Baseline characteristics of patients who used a telephone consultation service for chest Most calls led to a recommendation of an
pain, by type of clinician, 2013 appointment—the result in 75 percent of physi-
cian-directed calls and in 65 percent of nurse-
Patient characteristic Physician-directed calls Nurse-directed calls
directed calls. In 9 percent and 14 percent of
Age (years)
calls, respectively, physicians and nurses sent
36–49 32.60% 32.90%
a message to the caller’s primary care provider
50–64 36.43 36.36
65–74 17.17 16.98 in lieu of an in-person visit.
75 or more 13.80 13.76 Nurse- and physician-directed calls both had
Sex high rates of adherence to the provider’s recom-
Female 62.73% 62.67% mendation. The concordance rate between call
Race/ethnicity recommendation and patient action was higher
White 55.42% 55.28%
among physician-directed calls than among
Black 12.66 12.53 nurse-directed calls (86 percent versus 82 per-
Hispanic 15.32 15.68 cent; p < 0:05) across all call outcomes; among
Asian 14.98 14.94 calls with an ED recommendation, physician-
Other 1.61 1.57 directed calls had a nonsignificantly higher rate
Emergency department copayment (85 percent versus 82 percent) (exhibit 2). Of
$0–$50 44.89% 44.81% note, approximately 80 percent of patients who
$55–$100 40.31 40.53 received a recommendation for a clinic visit were
$125–$250 6.71 6.58 seen within twenty-four hours (data not shown),
10–30% 8.10 8.08
which highlights the high access to timely out-
Any event in prior 12 months
patient care in this system.
ED visit 27.17% 27.06%
Approximately 80 percent of chest pain
Hospitalization 7.33 7.12
Office visit 92.63 92.81
patients who went to the ED after using the
Call center call 12.18 12.22 call center service were discharged after an ED
Chronic conditions evaluation, and there was no significant differ-
High cholesterol 45.78% 45.39% ence in the hospital admission rate between phy-
Hypertension 41.66 41.71 sician- and nurse-directed calls (18.4 percent and
Diabetes 16.00 16.08 19.3 percent, respectively; p ¼ 0:35). The seven-
Prediabetes 13.08 13.16 and thirty-day mortality rates were very low for
Coronary artery disease 8.95 8.73 both physician- and nurse-directed calls, and the
Atherosclerotic disease 7.97 7.76 differences were not significant (exhibit 3).
Anxiety 10.46 10.22
Among the 9,506 patients with nurse-directed
Prior ischemic events
calls referred to settings other than the ED (mes-
Myocardial infarction 5.37% 5.30%
sage to the doctor or an appointment), the mor-
Coronary revascularization 5.19 4.96
Stroke or transient ischemic attack 4.91 4.55
tality rate was 0.22 percent at thirty days; among
Risk factors
the 10,138 patients with physician-directed calls
referred outside the ED, the rate was 0.19 per-
Premature family history of
myocardial infarction 1.51% 1.50% cent. For all outcomes, sensitivity analyses with-
Obesity 21.83 22.02 out propensity matching produced consistent
Smoking 11.45 11.45 results (appendix exhibit A4).23
Nationally, the mean costs of an ED visit and
office visit in 2013 were $1,50024 and $228,25
SOURCE Authors’ analysis of data from the Kaiser Permanente Northern California Appointment and
respectively; the average hourly rates of an ED
Advice Call Center and administrative health plan databases. NOTES The data are for calls received
during dual staffing hours only. There were 11,315 calls to physicians and the same number of calls to physician and ED nurse in California were $220
nurses. None of these differences was significant (p > 0:05). ED is emergency department. and $49, respectively.26,27 We applied these stan-

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dard costs to our study findings of minutes per Exhibit 2
call, ED referral rates, and office visit referral
Concordance between the clinician’s recommended venue of care and the patient’s choice of
rates for physician- and nurse-led calls. For ex- care for chest pain for all calls to a telephone consultation service and calls recommending
ample, for 100 calls for chest pain, physician-led an emergency department (ED) visit, by type of clinician, 2013
calls would cost $4,528 less than nurse-led calls.
Across one year with approximately 30,000
chest pain calls, as in our study setting, this could
amount to a $1,904,400 lower cost for physician-
led calls (see the appendix for details).23

Discussion
We analyzed a propensity-matched cohort of
22,630 calls for chest pain made to a telephone
consultation service in an integrated delivery
system. Despite the high-risk potential of a com-
plaint of chest pain, this tele-triage service re-
ferred 87 percent of calls to venues other than the
ED. Although physicians referred fewer patients
to the ED than nurses did, both call types were
effective in triaging patients to an appropriate
venue of care without incurring adverse patient
outcomes. In addition, the high concordance
rate between recommendation and patient
care-seeking behavior suggests that patients val-
ue the advice the service provides.
We found that the introduction of a direct-to-
physician protocol was associated with modest
but significant reductions in ED referrals and use
as well as improved concordance between call
center recommendation and patient action,
compared to nurse-led calls. Physician-led calls
were also briefer than nurse calls, without any
clear difference in outcomes—although our SOURCE Authors’ analysis of data from the Kaiser Permanente Northern California Appointment and
Advice Call Center and administrative health plan databases. NOTES The data are for calls received
study had limited power to detect differences. during dual staffing hours only. The whiskers represent 95% confidence intervals. Physician-directed
These findings suggest that for high-risk com- calls had 3.9 percent (95% CI: 2.9, 4.9) greater concordance among all calls. The difference in con-
plaints, physician expertise may bring additional cordance rate for all calls was significant (p ¼ 0:05).
efficiency to the triage of patients calling with
chest pain complaints. After the time period in-
cluded in our study, the direct-to-physician chest costs. Overall, the estimated reductions in ED
pain program was expanded to twenty-four visits through use of physician-led tele-triage
hours a day, seven days a week, and other com- may have potential to lower health care costs.
plaints have been added to the direct-to-physi- Prior studies have assessed the efficacy and
cian protocol. safety of phone triage and how it affects ED
Although a complete analysis of the costs of a use. Pediatric studies for urgent complaints have
physician- versus nurse-led tele-triage service is shown that telephone triage services are safe,
beyond the scope of our study, we used standard decrease ED use, and are associated with high
unit costs to estimate a nearly $2 million cost parental satisfaction.12–16 Chest pain–related
savings using physician-led calls during the one- phone calls have been studied in 911-equivalent
year study period. This translation of event rates or emergency medical services settings in the
into dollars is not an analysis of the costs to United Kingdom and France. In these acute
implement or staff nurse- or physician-led tele- emergent cases, physicians took calls (usually
triage services, and we cannot disaggregate the made by bystanders) and successfully triaged
percentage of time that nurses and doctors patients to an appropriate prehospital mode of
spend on non–chest pain calls to make a true transport.27,28 A Texas hospital found that a tele-
cost comparison on that basis. Still, this is likely phone triage service of patients considering an
a conservative estimate, given that we used the ED visit decreased ED use, but this was in con-
average US ED visit cost. Most ED visits for chest junction with an up-front ED visit fee if their
pain are high-acuity visits, which incur higher complaint after a medical screening exam was

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Exhibit 3 dance between recommended venue and patient


care-seeking behavior was higher among physi-
Seven- and thirty-day all-cause mortality rates among
patients using a telephone consultation service for chest
cian- than nurse-directed calls. We suspect that
pain, by type of clinician, 2013 the difference in ED referrals may be related to
the nature of chest pain calls. Given the high-risk
nature of the complaint, and the likely increased
experience of physicians in risk-stratifying pa-
tients, we suspect that physicians felt more com-
fortable directing appropriate patients to venues
other than the ED. Nurses followed highly struc-
tured algorithms that may have led to more con-
servative recommendations (despite reviewing
their plans with a physician to confirm the rec-
ommendation), while physicians relied on re-
views of medical records and expertise in draw-
ing out subtleties in symptoms to form their
recommendations.
Telephone consultation for patients with chest
pain represents a particularly innovative and
potentially controversial use of telemedicine.
Missed diagnosis of acute myocardial infarction
accounts for the second-highest number of mal-
practice claims against emergency physicians.31
Although the vast majority of chest pain ED visits
do not receive a life-threatening diagnosis, an
exaggerated perceived risk on the part of both
clinicians and patients leads to particularly high
SOURCE Authors’ analysis of data from the Kaiser Permanente resource use among this population.32 This
Northern California Appointment and Advice Call Center, hospital
and billing claims databases, administrative health plan data-
might be expected to drive increased referrals
bases, state death certificate registries, and Social Security Ad- to the ED by telephone service providers or,
ministration files as available at each site. NOTES The data are for alternatively, lead to delayed diagnoses and in-
calls received during dual staffing hours only. The whiskers rep-
creased mortality among patients inappropriate-
resent 95% confidence intervals.
ly referred away from the ED. On the contrary,
our findings suggest that a triage system based
on a thorough history of present illness and re-
considered nonemergent.29 view of pertinent medical history is able to iden-
While most telephone consultation services tify higher-risk patients who need ED evaluation.
are nurse directed, there are few studies assess- We suspect that integrated settings with com-
ing the effect of provider type (nurse versus prehensive EHRs may provide the ideal environ-
physician), and most found no significant differ- ment for tele-triage for urgent and emergent
ences in ED referrals or utilization. A large, complaints, and that our findings might not be
multicenter study in the United Kingdom that fully generalizable to other settings. We feel that
randomly assigned callers to nurses or physi- several factors may enhance the success of tele-
cians found no difference in ED referrals or triage for urgent or emergent complaints. To
health system costs, although calls were specifi- properly identify high-risk patients, telehealth
cally for same-day primary care consultation providers should have seamless access to a
requests.30 Similarly, a study that randomly as- patient’s EHR for coordinated and connected
signed calls to nurses and doctors for urgent care. There must be reliable, convenient, and
pediatric complaints found no difference in ED same-day alternatives to ED care. The telephone
or urgent care referral rates; there was also no service should be well publicized and easy to use,
difference in concordance between the provider- and it should present a value-added alternative to
recommended venue of care and patient care- ED care for patients. Both physicians and hospi-
seeking behavior.16 tal managers should play key leadership roles in
Our study adds significantly to these findings developing and managing the service. Lastly, re-
as the first published US-based analysis of tele- imbursement for telemedicine providers in some
phone consultation of adult patients with a po- less integrated settings has proved to be a per-
tentially emergent complaint. In contrast to pri- sistent challenge.9 Appropriate compensation is
or studies, ED referrals (and predicted overall critical to maintaining quality and appropriate
health system costs) were lower, and concor- resource use for potentially high-risk decisions.

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Conclusion ence to provider recommendations, and briefer
In conclusion, our study shows that both physi- calls when handled by physicians, our study find-
cian- and nurse-directed tele-triage safely and ings suggest that a direct-to-physician protocol
effectively handled patient calls for chest pain for acute chest pain calls may offer a valuable
in an integrated delivery system, but physicians’ service to health systems by reducing ED visits
expertise may have conferred additional efficien- and costs for an emergent complaint. ▪
cy. Because of fewer ED referrals, higher adher-

The authors acknowledge Maria Glymour


(University of California San Francisco)
for her help with contributions to the
original study design. This project was
funded by the Kaiser Permanente
Northern California Community Benefit
Program.

NOTES
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2 Sun BC, Hsia RY, Weiss RE, Giesen P, Wensing M. Safety of 20 Gordon N, Lin T. The Kaiser Per-
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