Collaborative planning approach to inform the implementation of a healthcare manager intervention for hispanics with serious mental illness: a study protocol
Open accessAbstract
BACKGROUND: This study describes a collaborative planning approach that blends principles of community-based participatory research (CBPR) and intervention mapping to modify a healthcare manager intervention to a new patient population and provider group and to assess the feasibility and acceptability of this modified intervention to improve the physical health of Hispanics with serious mental illness (SMI) and at risk for cardiovascular disease (CVD). METHODS: The proposed study uses a multiphase approach that applies CBPR principles and intervention-mapping steps--an intervention-planning approach--to move from intervention planning to pilot testing. In phase I, a community advisory board composed of researchers and stakeholders will be assembled to learn and review the intervention and make initial modifications. Phase II uses a combination of qualitative methods--patient focus groups and stakeholder interviews--to ensure that the modifications are acceptable to all stakeholders. Phase III uses results from phase II to further modify the intervention, develop an implementation plan, and train two care managers on the modified intervention. Phase IV consists of a 12-month open pilot study (N = 30) to assess the feasibility and acceptability of the modified intervention and explore its initial effects. Lastly, phase V consists of analysis of pilot study data and preparation for future funding to develop a more rigorous evaluation of the modified intervention. DISCUSSION: The proposed study is one of the few projects to date to focus on improving the physical health of Hispanics with SMI and at risk for CVD by using a collaborative planning approach to enhance the transportability and use of a promising healthcare manager intervention. This study illustrates how blending health-disparities research and implementation science can help reduce the disproportionate burden of medical illness in a vulnerable population.
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Four of the 15 included papers incorporated Intervention Mapping.
“Four of these [20, 23, 26, 27] incorporated Intervention Mapping [29]”
From Methods for designing interventions to change healthcare professionals’ behaviour: a systematic review (2017) · cites this paper as [23]
Eleven of the 15 included papers incorporated other approaches, tools, or resources as a component of the intervention design process.
“Eleven of the 15 papers incorporated other approaches, tools, or resources as a component of the intervention design process [14, 19–28].”
From Methods for designing interventions to change healthcare professionals’ behaviour: a systematic review (2017) · cites this paper as [23]
One of the 15 papers (Cabassa et al. [23]) focused on adapting an intervention using stakeholder engagement and did not address barrier identification specifically.
“The other paper [23] focused on adapting an intervention using stakeholder engagement and did not address barrier identification specifically.”
From Methods for designing interventions to change healthcare professionals’ behaviour: a systematic review (2017) · cites this paper as [23]
One of the 15 papers (Cabassa et al. [23]) focused on adapting an intervention using stakeholder engagement and did not address linking barriers to intervention components specifically.
“As mentioned, one of these papers [23] focused on adapting an intervention using stakeholder engagement and did not address linking to intervention components specifically.”
From Methods for designing interventions to change healthcare professionals’ behaviour: a systematic review (2017) · cites this paper as [23]
Four of the 15 methods papers for designing interventions to change HCPs' behaviour incorporated Intervention Mapping.
“However, we did find four methods papers for designing interventions to change HCPs’ behaviour that incorporated Intervention Mapping [20, 23, 26, 27].”
From Methods for designing interventions to change healthcare professionals’ behaviour: a systematic review (2017) · cites this paper as [23]
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Sidani, S., Ibrahim, S., Lok, J., Fan, L., Fox, M. T., & Guruge, S. (2017) · Health · doi:10.4236/health.2017.94053 · Cited by 25 · see citing works
Fassier, J., Lamort‐Bouché, M., Sarnin, P., Durif‐Bruckert, C., Péron, J., Letrilliart, L., & Durand, M. (2015) · Revue d Épidémiologie et de Santé Publique · doi:10.1016/j.respe.2015.10.002 · Cited by 20 · see citing works
Abraham, J., Holzer, K. J., Lenard, E. M., Freedland, K. E., Pennington, B. R. T., Wolfe, R. C., Cordner, T., Baumann, A. A., Politi, M. C., Avidan, M. S., et al. (2022) · BMJ Open · doi:10.1136/bmjopen-2022-062398 · Cited by 20 · see citing works
Sidani, S., Ibrahim, S., Lok, J., Fan, L., & Fox, M. T. (2018) · Canadian Journal of Nursing Research · doi:10.1177/0844562118774493 · Cited by 18 · see citing works
Lane, C., McCrabb, S., Turon, H., Bialek, C., Couper, L., Wilczynska, M., Gray, S. M., Barnes, C., Fee, M., Kuchenmüller, T., et al. (2026) · Implementation Science · doi:10.1186/s13012-025-01482-z · Cited by 14 · see citing works
Fox, M. T., Sidani, S., Butler, J. I., Skinner, M. W., Macdonald, M., Durocher, E., Hunter, K. F., Wagg, A., Weeks, L. E., MacLeod, A., et al. (2021) · Implementation Science Communications · doi:10.1186/s43058-021-00179-w · Cited by 10 · see citing works
Parker, A., Johnson‐Motoyama, M., Mariscal, E. S., Guilamo‐Ramos, V., Reynoso, E., & Fernández, C. (2020) · Health & Social Work · doi:10.1093/hsw/hlaa014 · Cited by 10 · see citing works
Vickery, K. D., Ford, B. R., Gelberg, L., Bonilla, Z. E., Strother, E., Gust, S., Adair, E., Montori, V. M., Linzer, M., Evans, M. D., et al. (2023) · Frontiers in Psychology · doi:10.3389/fpsyg.2023.1225777 · Cited by 9 · see citing works
Cabassa, L. J., Gomes, A. P., & Lewis‐Fernández, R. (2014) · Medical Care Research and Review · doi:10.1177/1077558714563171 · Cited by 9 · see citing works
Self-citationDevelopment of training for medicines-oriented policymakers to apply evidence
Colquhoun, H. L., Helis, E., Lowe, D. B., Belanger, D., Hill, S., Mayhew, A., Taylor, M. J., & Grimshaw, J. (2016) · Health Research Policy and Systems · doi:10.1186/s12961-016-0130-3 · Cited by 8 · see citing works
Oluwoye, O. A., Dyck, D. G., McPherson, S., Lewis‐Fernández, R., Compton, M. T., McDonell, M. G., & Cabassa, L. J. (2020) · BMJ Open · doi:10.1136/bmjopen-2020-036907 · Cited by 6 · see citing works
Self-citationStrategies for balancing internal and external validity in evaluations of interventions
Fredericks, S., Sidani, S., Fox, M. T., & Miranda, J. (2019) · Nurse Researcher · doi:10.7748/nr.2019.e1646 · Cited by 5 · see citing works
Shrinking the know–do gap in psychedelic-assisted therapy
Nicol, G. E., Adams, D. R., Lenze, E. J., & Cabassa, L. J. (2025) · Nature Human Behaviour · doi:10.1038/s41562-025-02103-x · Cited by 4 · see citing works
Self-citationWalsh, R. J., McKay, V., Hansen, P., Barco, P. P., Jones, K. D., Lee, Y., Patel, R. D., Chen, D., Heinemann, A. W., Lenze, E. J., et al. (2022) · Archives of Physical Medicine and Rehabilitation · doi:10.1016/j.apmr.2022.04.010 · Cited by 4 · see citing works
Addressing Health Inequities in People with Serious Mental Illness
Cabassa, L. J. (2023) · doi:10.1093/oso/9780190937300.001.0001 · Cited by 3 · see citing works
Self-citationEvidence-Based Intervention Adaptations Within the Veterans Health Administration: a Scoping Review
Kroll‐Desrosiers, A., Finley, E. P., Hamilton, A. B., & Cabassa, L. J. (2023) · Journal of General Internal Medicine · doi:10.1007/s11606-023-08218-z · Cited by 3 · see citing works
Self-citationTransitions of care at an ambulatory care clinic: An implementation science approach
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From Fragmentation to Integrated Care
Cabassa, L. J. (2023) · doi:10.1093/oso/9780190937300.003.0006 · Cited by 1 · see citing works
Self-citationByhoff, E., Rudel, R. K., Burgun, R., Silva, S., Lichkus, J., & Drainoni, M. (2025) · Translational Behavioral Medicine · doi:10.1093/tbm/ibaf004 · Cited by 1 · see citing works
Perioperative Depression and Anxiety Care in Older Patients
Abraham, J., Holzer, K. J., Haroutounian, S., Pennington, B. R. T., Baumann, A., Calfee, R. P., Cordner, T., Freedland, K. E., Kannampallil, T., Kozower, B. D., et al. (2026) · JAMA Network Open · doi:10.1001/jamanetworkopen.2026.32619 · Cited by 1 · see citing works
Policy and Training Implications
Rathod, S., Kingdon, D., Pinninti, N. R., Turkington, D., & Phiri, P. (2015) · doi:10.1002/9781118976159.ch12
Cabassa, L. J. (2023) · doi:10.1093/oso/9780190937300.002.0008
Self-citationCabassa, L. J. (2023) · doi:10.1093/oso/9780190937300.003.0001
Self-citationCabassa, L. J. (2023) · doi:10.1093/oso/9780190937300.002.0006
Self-citation“They Do Not Get the Care That They Need”
Cabassa, L. J. (2023) · doi:10.1093/oso/9780190937300.003.0004
Self-citationCabassa, L. J. (2023) · doi:10.1093/oso/9780190937300.002.0003
Self-citationFlattening the Mortality Curve
Cabassa, L. J. (2023) · doi:10.1093/oso/9780190937300.003.0008
Self-citationCycles of Unhealthy Behaviors in Unhealthy Environments
Cabassa, L. J. (2023) · doi:10.1093/oso/9780190937300.003.0002
Self-citationCabassa, L. J. (2023) · doi:10.1093/oso/9780190937300.003.0007
Self-citationEngaging in Healthy Lifestyles
Cabassa, L. J. (2023) · doi:10.1093/oso/9780190937300.003.0005
Self-citation“It Cures You in One Way and It Damages You in Another”
Cabassa, L. J. (2023) · doi:10.1093/oso/9780190937300.003.0003
Self-citationCabassa, L. J. (2023) · doi:10.1093/oso/9780190937300.002.0005
Self-citationda Silva, B. B., Saidel, M. G. B., Figueiredo, A. P., dos Reis, M. F. L., Lourencetti, A. L. S., Leite, R. C., Stefanini, J. R., Cruvinel, M. V., Reis, G. D. C., Costa, M. C., et al. (2026) · BMC Public Health · doi:10.1186/s12889-026-26529-8
Vincenzo, J. L., Wingood, M., Scott, A. J., Caulley, J. M., Kocurek, E. G., Brach, J. S., & Curran, G. M. (2026) · Innovation in Aging · doi:10.1093/geroni/igag036
- Authors
- Cabassa, L. J., Druss, B., Wang, Y., & Lewis-Fernández, R.
- Affiliations
- New York State Psychiatric Institute (US)
- Emory University (US)
- Columbia University (US)
- Corresponding author
- Cabassa, Leopoldo J
- Venue
- Implementation Science
- Published
- 2011-07-26
- Volume
- 6
- Issue
- 1
- Pages
- 80-80
- ISSN
- 1748-5908 (ISSN-L)
- PMC
- PMC3169485
- OpenAlex
- W2113390423
- Cited by
- 50
- References
- 80
- Citations by year
- 2026: 4 · 2025: 2 · 2023: 16 · 2022: 2 · 2021: 3 · 2020: 4 · 2019: 2 · 2018: 4 · 2017: 3 · 2016: 2 · 2015: 2 · 2014: 4 · 2013: 2
- FWCI
- 3.56
- Type
- journal article
- Language
- en
- Open access
- gold
- doi.org
- Licence
- Locations
- Implementation Science (publishedVersion, cc-by)
- PubMed Central (publishedVersion, cc-by)
- PubMed (publishedVersion)
- DOAJ (DOAJ: Directory of Open Access Journals) (submittedVersion)
- Columbia Academic Commons (Columbia University)
- Funders
- U.S. Department of Veterans Affairs (R25 MH080916-01A2)
- New York State Office of Mental Health
- Washington University in St. Louis (R25 MH080916-01A2)
- National Institutes of Health
- Quality Enhancement Research Initiative (R25 MH080916-01A2)
- National Institute on Aging (AG03113-01A2)
- National Institute of Mental Health (MH080916, K24MH075867, MH076051, R01MH076051, K01MH091118, R25MH080916)
- Topics
- Health Sciences › Health Professions › General Health Professions › Health Policy Implementation Science
- Health Sciences › Health Professions › General Health Professions › Community Health and Development
- Health Sciences › Health Professions › General Health Professions › Mental Health and Patient Involvement
- Keywords
- severe mental illness, Hispanic Americans, cardiovascular disease, physical health, care managers, collaborative planning, community-based participatory research, intervention mapping, intervention adaptation, feasibility and acceptability, health disparities, community advisory board
- MeSH terms
- Mental Disorders, Cardiovascular Diseases, Clinical Protocols, Cooperative Behavior, Educational Status, Health Planning, Health Services, Hispanic or Latino, Humans, Health Knowledge, Attitudes, Practice, New York, Pilot Projects, Psychometrics, Severity of Illness Index, United States, Focus Groups, Risk Assessment, Case Management, Qualitative Research, Health Status Disparities, Community-Based Participatory Research
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