Adoption of Social Determinants of Health EHR Tools by Community Health Centers
Open accessAbstract
PURPOSE: This pilot study assessed the feasibility of implementing electronic health record (EHR) tools for collecting, reviewing, and acting on patient-reported social determinants of health (SDH) data in community health centers (CHCs). We believe it is the first such US study. METHODS: We implemented a suite of SDH data tools in 3 Pacific Northwest CHCs in June 2016, and used mixed methods to assess their adoption through July 2017. We modified the tools at clinic request; for example, we added questions that ask if the patient wanted assistance with SDH needs. RESULTS: Social determinants of health data were collected on 1,130 patients during the study period; 97% to 99% of screened patients (n = 1,098) had ≥1 SDH need documented in the EHR, of whom 211 (19%) had an EHR-documented SDH referral. Only 15% to 21% of patients with a documented SDH need indicated wanting help. Examples of lessons learned on adoption of EHR SDH tools indicate that clinics should: consider how to best integrate tools into existing workflow processes; ensure that staff tasked with SDH efforts receive adequate tool training and access; and consider that timing of data entry impacts how and when SDH data can be used. CONCLUSIONS: Our results indicate that adoption of systematic EHR-based SDH documentation may be feasible, but substantial barriers to adoption exist. Lessons from this study may inform primary care providers seeking to implement SDH-related efforts, and related health policies. Far more research is needed to address implementation barriers related to SDH documentation in EHRs.
AI snapshot
Written from the paper’s full text.
TL;DR
This pilot implemented EHR tools for collecting, reviewing, and acting on patient-reported social determinants of health (SDH) data in 3 Pacific Northwest community health centers. It found systematic EHR-based SDH documentation feasible but identified substantial adoption barriers, with high positive screening rates but low referral and patient-requested-help rates.
Key findings
- SDH data were collected on 1,130 patients, representing 4% to 18% of adult patients with an ambulatory visit at the pilot clinics; 97% to 99% of screened patients had ≥1 SDH need documented, and 211 (19%) had an EHR-documented SDH referral.
- After questions about wanting help were added, 15% of Clinic A patients and 21 of Clinic B patients with a documented SDH need requested help.
- Facilitators included a trusted, EHR-savvy clinic champion, ability to customize EHR views, and reporting requirements; barriers included fragmented patient data, added workflow difficulty, paper-based data entry, time-consuming referrals, and unmanageable follow-up workload before desire-for-help questions were added.
- The clinics successfully documented SDH in the EHR and continued post-study, but referral documentation was especially challenging.
Methods
- Concurrent mixed-methods pilot at 3 OCHIN member community health centers in the Pacific Northwest; Epic-based SDH tools built on PRAPARE were deployed in June 2016 and assessed through July 2017, extended from 12 to 13 months.
- Quantitative EHR data described adult patients with documented SDH data or ≥1 ambulatory visit, including demographics, SDH needs, referrals, and problem list diagnoses.
- Qualitative data included 6 days of workflow observation, 24 interviews with care team members, and observations of clinic decision-maker discussions; analysis used deductive and inductive coding and the constant comparative method.
Limitations
- The paper states it could not calculate SDH screening documentation rates among targeted patients because target populations changed, change dates were unclear, and target criteria were not easily extracted from the EHR; screened vs unscreened differences therefore cannot be interpreted as related to EHR-based SDH screening.
- The paper states screened-patient counts may be low and SDH need prevalence may be higher than in the overall population because some paper surveys were likely not entered into the EHR; referral rates are likely underestimated because referrals were often documented in chart notes rather than discrete fields.
- The paper states it could not assess changes in SDH status, care quality, or biomarkers; could not quantify how often the SDH summary was accessed or by whom; the SDH screening measures have not been validated as predictive of specific outcomes; and the single EHR system limits transferability. Evident from the text: this was a small 3-clinic pilot with clinic-selected pragmatic target groups and no control or comparison group.
Model-written summary. Check it against the paper before relying on it.
Integrity signals
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Cites
Statistics
Claims the paper makes
0 of 25 cited sources checked · 0 supported · 0 flagged
- Findingown data
A key barrier was perceptions that EHR-based SDH data tools could add a layer of difficulty to collecting and acting on SDH data.
“(2) could add a layer of difficulty to collecting and acting on SDH data; (eg, due to lack of staff EHR expertise, the tools' customized nature, differences in EHR security access by staff role, and the need for new EHR competencies from some staff)”
Quote in the paperSubstantial claim - Findingown data
Only 15% to 21% of patients with a documented SDH need indicated wanting help.
“Only 15% to 21% of patients with a documented SDH need indicated wanting help.”
- Also stated in: § SDH Screening Documentation and Referrals · plain
“15% of Clinic A patients and 21% of Clinic B patients with a documented need requested help.”
Quote in the paperNot a substantial claim - Also stated in: § SDH Screening Documentation and Referrals · plain
- Findingown data
97% to 99% of screened patients had at least one SDH need documented in the EHR.
“97% to 99% of screened patients (n = 1,098) had ≥1 SDH need documented in the EHR”
- Also stated in: § SDH Screening Documentation and Referrals · hedged
“Most screened patients (97% to 99%) indicated a potential SDH need in ≥1 SDH domain”
Quote in the paperNot a substantial claim - Also stated in: § SDH Screening Documentation and Referrals · hedged
- Findingnone given
Referral documentation proved especially challenging.
“Referral documentation proved especially challenging.”
Quote in the paperNot a substantial claim - Findingnone given
All 3 clinics sought to minimize the primary care provider's role in SDH documentation, and in making SDH-related referrals.
“(3) sought to minimize the primary care provider's role in SDH documentation, and in making SDH-related referrals.”
Quote in the paperNot a substantial claim
- Findingown data
All 3 clinics adapted their workflows as needed.
“All 3 clinics: (1) adapted their workflows as needed”
Quote in the paperNot a substantial claim - Findingown data
A key barrier was that EHR-based SDH data tools necessitated a data entry step if SDH information were collected on paper.
“(3) necessitated a data entry step if SDH information were collected on paper.”
Quote in the paperNot a substantial claim - Findingnone given
Making it known that SDH data might address reporting requirements increased staff motivation.
“Making it known that SDH data might address reporting requirements increased staff motivation.”
Quote in the paperNot a substantial claim - Findingown data
Until questions asking whether patients desired follow-up for SDH needs were added, the high positive screening rate yielded an unmanageable follow-up workload.
“until questions asking whether patients desired follow-up for SDH needs were added, the high positive screening rate yielded an unmanageable follow-up workload”
Quote in the paperSubstantial claim - Findingown data
Referral workflows varied by clinic, differentially impacting the ability to determine SDH domains associated with referrals.
“Referral workflows varied by clinic, differentially impacting our ability to determine SDH domains associated with referrals.”
Quote in the paperSubstantial claim - Findingown data
Prevalence of SDH needs by domain was similar across sites.
“prevalence of needs by domain was similar across sites (Table 4).”
Quote in the paperNot a substantial claim - Findingown data
In Clinic A, patients were referred to community services chosen from the referral tool, linked to an SDH-related diagnosis code, thus facilitating matching referrals to specific needs.
“In Clinic A, patients were referred to community services chosen from the referral tool, linked to an SDH-related diagnosis code, thus facilitating matching referrals to specific needs (Table 4).”
Quote in the paperNot a substantial claim - Findingown data
Referral workflows were seen as too time-consuming, especially when no follow-up was planned.
“Referral workflows were seen as too time-consuming, especially when no follow-up was planned”
Quote in the paperSubstantial claim - Findingown data
Among screened patients with at least one SDH need, 211 (19%) had an EHR-documented SDH referral.
“of whom 211 (19%) had an EHR-documented SDH referral”
Quote in the paperSubstantial claim - Study design and conductown data
The study was unable to assess changes in SDH status, care quality, or biomarkers, as the study sites chose to conduct SDH documentation annually within a 1-year analysis period.
“We were unable to assess changes in SDH status, care quality, or biomarkers, as the study sites chose to conduct SDH documentation annually within a 1-year analysis period.”
Quote in the paperNot a substantial claim - Interpretationreasoning
Differences in characteristics of screened vs unscreened patients cannot be interpreted as related to EHR-based SDH screening because of differentially targeted groups.
“These differentially targeted groups also underlie variation in the characteristics of screened vs unscreened patients, so such differences cannot be interpreted as related to EHR-based SDH screening.”
Quote in the paperSubstantial claim - Interpretationown data
Adoption of systematic EHR-based SDH documentation may be feasible.
“Our results indicate that adoption of systematic EHR-based SDH documentation may be feasible”
Quote in the paperSubstantial claim - Study design and conductown data
Referral rates are likely underestimated because qualitative data suggests that community resource referrals were often documented in chart notes rather than in discrete fields in the EHR, so could not be readily tracked quantitatively.
“Similarly, referral rates are likely underestimated; qualitative data suggests that community resource referrals were often documented in chart notes rather than in discrete fields in the EHR, so could not be readily tracked quantitatively.”
Quote in the paperNot a substantial claim - Premisecitation
Standardized SDH screening documentation in EHRs is endorsed by the National Academy of Medicine, the Medicare Access and Children's Health Information Program Reauthorization Act of 2015, the 2016 Centers for Medicare and Medicaid Services' Quality Strategy, and other professional organizations.
“Standardized SDH screening documentation in electronic health records (EHRs) is endorsed by the National Academy of Medicine, the Medicare Access and Children's Health Information Program Reauthorization Act of 2015, the 2016 Centers for Medicare and Medicaid Services' Quality Strategy, and other professional organizations.[21][22][23][24][25]”
Quote in the paperNot a substantial claim0 of 3 sources checked- cites [21]
Couldn’t be matched to a paper in Crossref, so it can’t be checked.
- cites [22]
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- cites [23]
Couldn’t be matched to a paper in Crossref, so it can’t be checked.
- Interpretationcitation
Some barriers identified in this study parallel those of other efforts to collect patient-reported data using EHRs, such as difficulties with staff training and turnover, and workflow optimization.
“Some barriers identified in this study parallel those of other efforts to collect patient-reported data using EHRs, such as difficulties with staff training and turnover, and workflow optimization.[49][50][51][52][53][54][55][56][57]”
Quote in the paperNot a substantial claim0 of 3 sources checked- cites [49]
Couldn’t be matched to a paper in Crossref, so it can’t be checked.
- cites [50]
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- cites [51]
Couldn’t be matched to a paper in Crossref, so it can’t be checked.
- Interpretationreasoning
It is unlikely that the high rate of positive screening results reflects the patients targeted for screening.
“Therefore, it is unlikely that the high rate of positive screening results reflects the patients targeted for screening.”
Quote in the paperNot a substantial claim - Premisecitation
Patients' social and economic contexts (their social determinants of health) shape health.
“These efforts are based on strong evidence that patients' social and economic contexts (their social determinants of health [SDH]) shape health”
Quote in the paperSubstantial claim0 of 3 sources checked- cites [5]
Couldn’t be matched to a paper in Crossref, so it can’t be checked.
- cites [6]
Couldn’t be matched to a paper in Crossref, so it can’t be checked.
- cites [7]
Couldn’t be matched to a paper in Crossref, so it can’t be checked.
- Interpretationown data
SDH documentation in EHRs is feasible.
“Our results suggest that SDH documentation in EHRs is feasible”
Quote in the paperSubstantial claim - Interpretationreasoning
Substantial barriers to adoption of systematic EHR-based SDH documentation exist.
“but substantial barriers to adoption exist.”
Quote in the paperSubstantial claim - Study design and conductreasoning
The groups initially targeted for screenings were chosen by the clinics for pragmatic reasons, in that they were relatively easy to identify.
“The groups initially targeted for screenings were chosen by the clinics for pragmatic reasons, in that they were relatively easy to identify.”
Quote in the paperSubstantial claim - Study design and conductreasoning
The study was unable to quantify how often the SDH summary was accessed, or by whom, because no data entry was involved in use of this tool.
“We were unable to quantify how often the SDH summary was accessed, or by whom, because no data entry was involved in use of this tool.”
Quote in the paperNot a substantial claim - Interpretationown data
The tools and workflows discussed in this pilot study may not be transferable to other EHR systems because the study involved a single EHR system.
“Finally, this pilot study involved a single EHR system; the tools and workflows discussed here may not be transferable to other systems.”
Quote in the paperNot a substantial claim - Premisecitation
Community health center patients are likely to experience social and economic risks associated with poor health.
“Such documentation is especially relevant to community health centers (CHCs), whose vulnerable patients are likely to experience social and economic risks associated with poor health.[26][27][28][29][30][31][32][33][34][35][36]”
Quote in the paperSubstantial claim0 of 3 sources checked- cites [26]
Couldn’t be matched to a paper in Crossref, so it can’t be checked.
- cites [27]
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- cites [28]
Couldn’t be matched to a paper in Crossref, so it can’t be checked.
- Premisecitation
An expanding base of literature shows that SDH screening and referral (via paper-based documentation) is associated with improved health outcomes.
“An expanding base of literature shows that SDH screening and referral (via paper-based documentation) is associated with improved health outcomes.2”
Quote in the paperSubstantial claim0 of 1 sources checked- cites [2]
Couldn’t be matched to a paper in Crossref, so it can’t be checked.
- Premisecitation
Clinic-based SDH screening and intervention can improve health.
“and on nascent evidence that clinic-based SDH screening and intervention can improve health.2,[16][17][18][19][20]”
Quote in the paperSubstantial claim0 of 3 sources checked- cites [2]
Couldn’t be matched to a paper in Crossref, so it can’t be checked.
- cites [16]
Couldn’t be matched to a paper in Crossref, so it can’t be checked.
- cites [17]
Couldn’t be matched to a paper in Crossref, so it can’t be checked.
- May combine two claims. 26
- Classified as probably not a substantial claim. 23
May combine two claims.
Findingown dataThe study clinics' patient populations are primarily publicly insured or uninsured and aged <65 years; 10% to 31% are non-white and 10% to 30% are of Hispanic ethnicity.
“Like most CHCs, the study clinics' patient populations are primarily publicly insured or uninsured and aged <65 years; 10% to 31% are non-white and 10% to 30% are of Hispanic ethnicity (Table 2).”
Quote in the paperNot a substantial claimMay combine two claims.
Findingnone givenDespite the many identified challenges to adopting all of the SDH data tools, the study clinics did successfully document SDH in the EHR, and continued to do so post-study.
“Despite the many identified challenges to adopting all of the SDH data tools, the study clinics did successfully document SDH in the EHR, and continued to do so post-study.”
Quote in the paperSubstantial claimMay combine two claims.
Findingown dataClinics B and C routed most SDH referrals to community health workers or similar staff; these internal referrals generally lacked the information required to match them to a specific SDH need.
“Clinics B and C routed most SDH referrals to community health workers or similar staff; these internal referrals generally lacked the information required to match them to a specific SDH need.”
Quote in the paperSubstantial claimMay combine two claims.
Findingown dataIn Clinic B, 379 patients were screened and 367 (96.8%) had a positive SDH screen.
“B 379 367 (96.8) 26 (6.8)”
Quote in the paperNot a substantial claimMay combine two claims.
Findingown dataIn Clinic A, 602 patients were screened and 583 (96.8%) had a positive SDH screen.
“A 602 583 (96.8) 141 (23.4)”
Quote in the paperNot a substantial claimMay combine two claims.
Findingown dataIn Clinic C, 149 patients were screened and 148 (99.3%) had a positive SDH screen.
“C 149 148 (99.3) 44 (29.5)”
Quote in the paperNot a substantial claimMay combine two claims.
Findingnone givenFacilitators to using EHR tools to document SDH included a clinic champion who was trusted, EHR-savvy, able to customize EHR views to support workflows, and willing to use adoption data to iterate workflows.
“Facilitators to using EHR tools to document SDH included a clinic champion who was trusted, EHR-savvy, able to customize EHR views to support workflows, and willing to use adoption data to iterate workflows.”
Quote in the paperSubstantial claimProbably not a substantial claim: may not pass S3 (load-bearing). May combine two claims.
Findingnone givenClinic A first tested their workflows with a few randomly chosen patients per day, then added all new patients plus those completing annual insurance reauthorizations, and eventually added patients receiving care coordination, HIV services, and behavioral health services.
“Clinic A first tested their workflows with a few randomly chosen patients per day, then added all new patients plus those completing annual insurance reauthorizations, and eventually added patients receiving care coordination, HIV services, and behavioral health services.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S3 (load-bearing). May combine two claims.
Findingnone givenClinic B began with patients in their diabetes and Hepatitis C case management programs, then added patients aged 65 years and older.
“Clinic B began with patients in their diabetes and Hepatitis C case management programs, then added patients aged 65 years and older.”
Quote in the paperNot a substantial claimMay combine two claims.
Findingown dataA key barrier was perceptions that EHR-based SDH data tools created a fragmented view of the patient, with relevant data in multiple places, and did not readily support documenting a narrative about a given patient.
“Key barriers included perceptions that EHR-based SDH data tools: (1) created a fragmented view of the patient, with relevant data in multiple places, and did not readily support documenting a narrative about a given patient”
Quote in the paperSubstantial claimProbably not a substantial claim: may not pass S3 (load-bearing), S4 (based). May combine two claims.
Findingnone givenThe completed paper form does not reveal how a patient scored on the SDH domains; this scoring is not easily identifiable until the data are in the EHR.
“Consider that the completed paper form does not reveal how a patient scored on the SDH domains; this scoring is not easily identifiable until the data are in the EHR.”
Quote in the paperNot a substantial claimMay combine two claims.
Findingown dataSDH data were collected on 1,130 patients during the study period, representing 4% to 18% of adult patients with an ambulatory visit at the pilot clinics.
“Social determinants of health data were collected on 1,130 patients during the study period”
- Also stated in: § SDH Screening Documentation and Referrals · plain
“Social determinants of health data were collected on 1,130 patients, representing 4% to 18% of adult patients with an ambulatory visit at the pilot clinics during the study period (Table 2 and Table 3).”
Quote in the paperNot a substantial claim- Also stated in: § SDH Screening Documentation and Referrals · plain
Probably not a substantial claim: may not pass S3 (load-bearing). May combine two claims.
Findingnone givenText shortcut tools for documenting SDH referrals do not provide agency details but are a fast and easy way to document SDH referrals.
“Consider using text shortcut tools to document provision of community resource materials or referrals provided by SDH topic (this does not provide agency details, but is a fast and easy way to document SDH referrals).”
Quote in the paperNot a substantial claimMay combine two claims.
Findingown dataAll 3 clinics principally used the paper-based SDH screening questionnaire, necessitating a data entry workflow step that impacted when the data were available in the EHR.
“(2) principally used the paper-based SDH screening questionnaire, necessitating a data entry workflow step that impacted when the data were available in the EHR”
Quote in the paperSubstantial claimProbably not a substantial claim: may not pass S3 (load-bearing). May combine two claims.
Findingnone givenEach clinic first screened a limited population of patients, then scaled up.
“Each clinic first screened a limited population of patients, then scaled up.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S4 (based). May combine two claims.
Premisenone givenThis pilot study is the first to formally test adoption of EHR-based SDH data documentation, review, and action in CHCs, and is one of the first in any clinical setting.
“This pilot study is the first to formally test adoption of EHR-based SDH data documentation, review, and action in CHCs, and is one of the first in any clinical setting.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S3 (load-bearing). May combine two claims.
InterpretationcitationWhile some aspects of the tools were not widely adopted, this is common to such efforts; adoption of new EHR tools can take time.
“While some aspects of the tools were not widely adopted, this is common to such efforts [58][59][60][61] ; adoption of new EHR tools can take time.”
Quote in the paperNot a substantial claim0 of 3 sources checked- cites [58]
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- cites [59]
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- cites [60]
Couldn’t be matched to a paper in Crossref, so it can’t be checked.
Probably not a substantial claim: may not pass S2 (checkable).
InterpretationreasoningFor the benefits of systematic EHR-based SDH documentation to be realized, barriers to adoption of EHR tools must be addressed.
“however, for the benefits of systematic EHR-based SDH documentation to be realized, barriers to adoption of EHR tools must be addressed.”
Quote in the paperNot a substantial claimMay combine two claims.
InterpretationcitationSDH documentation, review, and referral-making in EHRs can be feasible and useful, but is challenging to adopt.
“SDH documentation, review, and referral-making in EHRs can be feasible and useful, but is challenging to adopt.63”
Quote in the paperSubstantial claim0 of 1 sources checked- cites [63]
Couldn’t be matched to a paper in Crossref, so it can’t be checked.
Probably not a substantial claim: may not pass S3 (load-bearing).
Interpretationnone givenSome barriers to SDH screening are likely to occur regardless of the technology used, for example, staff concerns about SDH screening when little intervention is possible.
“Some barriers to SDH screening are likely to occur regardless of the technology used, for example, staff concerns about SDH screening when little intervention is possible.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S3 (load-bearing). May combine two claims.
Study design and conductcitationAnalysis followed the constant comparative method; new data were compared with previously collected/coded data to detect commonalities/differences, and to develop nuanced understandings of clinic experiences.
“Analysis followed the constant comparative method 46 ; new data were compared with previously collected/coded data to detect commonalities/differences, and to develop nuanced understandings of clinic experiences.”
Quote in the paperNot a substantial claim0 of 1 sources checked- cites [46]
Couldn’t be matched to a paper in Crossref, so it can’t be checked.
May combine two claims.
Study design and conductown dataSome clinic counts of patients screened did not match the quantitative data from the EHR, and data entry workflows were not always standardized.
“For example, some clinic counts of patients screened did not match our quantitative data from the EHR; further, we observed that data entry workflows were not always standardized.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S3 (load-bearing).
Study design and conductnone givenRegular study team meetings and discussions with stakeholders informed each step of analysis and results interpretation.
“Regular study team meetings and discussions with stakeholders informed each step of analysis and results interpretation.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S2 (checkable). May combine two claims.
InterpretationreasoningSDH documentation in EHRs could enable care plan adjustments/referrals to social services, and tracking such referrals' results.
“Social determinants of health documentation in EHRs could enable care plan adjustments/referrals to social services, and tracking such referrals' results.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S3 (load-bearing).
Study design and conductnone givenThe study was approved by the Kaiser Permanente Northwest Institutional Review Board.
“This study was approved by the Kaiser Permanente Northwest Institutional Review Board.”
Quote in the paperNot a substantial claimMay combine two claims.
Study design and conductown dataThe study could not calculate rates of SDH screening documentation among targeted patients because the study clinics' target populations changed during the study period, the dates of these changes were unclear, and target criteria were not easily extracted from the EHR.
“We could not calculate rates of SDH screening documentation among targeted patients because the study clinics' target populations changed during the study period, the dates of these changes were unclear, and target criteria were not easily extracted from the EHR.”
Quote in the paperSubstantial claimProbably not a substantial claim: may not pass S3 (load-bearing). May combine two claims.
Study design and conductown dataQuantitative and qualitative data were collected simultaneously, and preliminary results from each informed subsequent data collection.
“Quantitative and qualitative data were collected simultaneously.Preliminary results from each informed subsequent data collection (eg, discrepancies between interview descriptions of clinic workflows and corresponding quantitative data were further explored in site visits).”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S2 (checkable). May combine two claims.
InterpretationreasoningThe systematic EHR documentation and management of SDH needs could impact CHC patients' health, but optimizing such EHR tools and integrating them smoothly into clinic workflows will require addressing substantial knowledge gaps.
“The systematic EHR documentation and management of SDH needs could impact CHC patients' health, but optimizing such EHR tools and integrating them smoothly into clinic workflows will require addressing substantial knowledge gaps.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S2 (checkable).
InterpretationcitationBefore benefits can be fully realized, the unique challenges of EHR-based SDH documentation and referral-making must be understood and addressed.
“Before benefits can be fully realized, the unique challenges of EHR-based SDH documentation and referral-making must be understood and addressed.1,39,48”
Quote in the paperNot a substantial claim0 of 3 sources checked- cites [1]
Couldn’t be matched to a paper in Crossref, so it can’t be checked.
- cites [39]
Couldn’t be matched to a paper in Crossref, so it can’t be checked.
- cites [48]
Couldn’t be matched to a paper in Crossref, so it can’t be checked.
Probably not a substantial claim: may not pass S3 (load-bearing). May combine two claims.
Study design and conductnone givenData collection and analysis were iterative and inductive; emergent understanding and questions from preliminary findings were explored.
“Data collection and analysis were iterative and inductive; emergent understanding and questions from preliminary findings were explored.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S2 (checkable), S3 (load-bearing).
InterpretationreasoningTo meet the growing national emphasis on EHR-based SDH documentation and referral, numerous factors must be considered.
“Therefore, to meet the growing national emphasis on EHR-based SDH documentation and referral, numerous factors must be considered.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S3 (load-bearing).
InterpretationcitationOur findings are consistent with those of a prior case study on EHR-based SDH documentation.
“Our findings are consistent with those of a prior case study on EHR-based SDH documentation.62”
Quote in the paperNot a substantial claim0 of 1 sources checked- cites [62]
Couldn’t be matched to a paper in Crossref, so it can’t be checked.
Probably not a substantial claim: may not pass S3 (load-bearing).
Study design and conductnone givenFinal results were compared to validate and confirm analytic interpretations.
“Final results were compared to validate and confirm analytic interpretations.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S2 (checkable).
Interpretationown dataOur results raise important questions about the feasibility of EHR-based SDH documentation per national recommendations.
“Our results raise important questions about the feasibility of EHR-based SDH documentation per national recommendations.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S2 (checkable), S3 (load-bearing).
InterpretationreasoningResults may be informative to CHCs and other primary care providers seeking to implement SDH-related efforts, especially if SDH documentation becomes required or associated with financial incentives.
“Results may be informative to CHCs and other primary care providers seeking to implement SDH-related efforts, especially if SDH documentation becomes required or associated with financial incentives.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S3 (load-bearing). May combine two claims.
Study design and conductreasoningThe count of screened patients may be low, and prevalence of SDH needs among screened patients may be higher than in the clinics' overall population, because some data from paper surveys were likely not entered into EHRs, especially if no SDH needs were identified.
“It is possible that our count of screened patients may be low, and prevalence of SDH needs among screened patients may be higher than in the clinics' overall population, as some data from paper surveys were likely not entered into EHRs, especially if no SDH needs were identified.”
Quote in the paperNot a substantial claim
The authors state this as an assumption.
The study is the first US study on the collection of SDH data using EHR-based tools in community health centers.
“We believe it is the first such US study.”
“We believe this is the first US study on the collection of SDH data using EHR-based tools in CHCs.”
The paper relies on this without support.
Most health care systems document and track most patient information in EHRs.
“Since most health care systems document and track most patient information in EHRs, SDH data should also be in EHRs.”
Claims other papers make about this one
Each is checked against this paper’s own text: does it say what the citing paper says it does?
Prior studies do not include measures that reflect whether SDOH data are reviewed after being documented.
“They also do not include measures that reflect whether SDOH data are reviewed after being documented.”
From Documentation and review of social determinants of health data in the EHR: measures and associated insights (2021) · cites this paper as [13]
The Limitations section says this study could not quantify how often the SDH summary was accessed or by whom, supporting the narrower point that it lacked a measure of review after documentation. The paper does not establish that prior studies generally lacked such measures. (LLM, conf=0.84)
Experimental — accuracy not yet measuredPrior studies reveal the value of measuring different approaches to SDOH documentation in the EHR but do not offer a generalizable set of measures that can be used to compare different EHR-based SDOH documentation options.
“These studies reveal the value of measuring different approaches to SDOH documentation in the EHR but do not offer a generalizable set of measures that can be used to compare different EHR-based SDOH documentation options.”
From Documentation and review of social determinants of health data in the EHR: measures and associated insights (2021) · cites this paper as [13]
Simply adding dedicated SDOH fields and tools to EHRs is insufficient to drive increased documentation of social needs.
“This suggests that simply adding dedicated SDOH fields and tools to EHRs is insufficient to drive increased documentation of social needs, a conclusion consistent with other publications.13,21”
From Documentation and review of social determinants of health data in the EHR: measures and associated insights (2021) · cites this paper as [13]
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“Key barriers included perceptions that EHR-based SDH data tools: (1) created a fragmented view of the patient, with relevant data in multiple places, and did not readily support documenting a narrative about a given patient; (2) could add a layer of difficulty to collecting and acting on SDH data; (eg, due to lack of…”
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Self-citationCapturing Social and Behavioral Domains and Measures in Electronic Health Records: Phase 2
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Self-citationMoving Electronic Medical Records Upstream
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Self-citationPoverty Increases Type 2 Diabetes Incidence and Inequality of Care Despite Universal Health Coverage
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Self-citationReceipt of Diabetes Preventive Services Differs by Insurance Status at Visit
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Accelerating the Implementation of Social Determinants of Health Interventions in Internal Medicine
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Self-citationUser Centered Clinical Decision Support Tools
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Informatics to support the IOM social and behavioral domains and measures
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The Association Between Food Prices and the Blood Glucose Level of US Adults With Type 2 Diabetes
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- U. S. Department of Health & Human Services (DHHS). Healthy People 2010, 2nd Edition. Washington, DC: US Government Printing Office; 2000.
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Cardiovascular-kidney-metabolic health: a presidential advisory from the American Heart Association
Ndumele, C. E., Rangaswami, J., Chow, S. L., Neeland, I. J., Tuttle, K. R., Khan, S. S., Coresh, J., Mathew, R. O., Baker-Smith, C. M., Carnethon, M. R., et al. (2023) · Circulation · doi:10.1161/cir.0000000000001184 · Cited by 2,208 · see citing works
Meanings and misunderstandings: a social determinants of health Lexicon for health care systems
ALDERWICK, H., & GOTTLIEB, L. M. (2019) · The Milbank Quarterly · doi:10.1111/1468-0009.12390 · Cited by 528 · see citing works
Self-citationAlcaraz, K. I., Wiedt, T. L., Daniels, E. C., Yabroff, K. R., Guerra, C. E., & Wender, R. C. (2020) · CA: A Cancer Journal for Clinicians · doi:10.3322/caac.21586 · Cited by 530 · see citing works
Part II: a qualitative study of social risk screening acceptability in patients and caregivers
Byhoff, E., De Marchis, E. H., Hessler, D., Fichtenberg, C., Adler, N., Cohen, A. J., Doran, K. M., Ettinger de Cuba, S., Fleegler, E. W., Gavin, N., et al. (2019) · American Journal of Preventive Medicine · doi:10.1016/j.amepre.2019.07.016 · Cited by 255 · see citing works
Self-citationPart I: a quantitative study of social risk screening acceptability in patients and caregivers
De Marchis, E. H., Hessler, D., Fichtenberg, C., Adler, N., Byhoff, E., Cohen, A. J., Doran, K. M., Ettinger de Cuba, S., Fleegler, E. W., Lewis, C. C., et al. (2019) · American Journal of Preventive Medicine · doi:10.1016/j.amepre.2019.07.010 · Cited by 194 · see citing works
“25 Successful screening implementation in select settings may suggest that patients do not object to screening, 26–37 though some clinicians have expressed concerns about time constraints 38 and the potential for increasing patient stigma.”
Self-citationQuantifying Health Systems’ Investment In Social Determinants Of Health, By Sector, 2017–19
Horwitz, L. I., Chang, C., Arcilla, H. N., & Knickman, J. R. (2020) · Health Affairs · doi:10.1377/hlthaff.2019.01246 · Cited by 199 · see citing works
Screening and Interventions for Social Risk Factors
Eder, M. L., Henninger, M. L., Durbin, S., Iacocca, M. O., Martin, A., Gottlieb, L. M., & Lin, J. S. (2021) · JAMA · doi:10.1001/jama.2021.12825 · Cited by 176 · see citing works
Self-citationGottlieb, L. M., Fichtenberg, C., Alderwick, H., & Adler, N. E. (2019) · Journal of Healthcare Management · doi:10.1097/jhm-d-18-00160 · Cited by 156 · see citing works
“This could include clinical decision support tools that guide medication selection or other referral and treatment choices (Gold et al., 2018), staff education and training (e.”
BackgroundSelf-citationSocial and Environmental Factors Influencing Obesity
Lee, A. M., Cardel, M. I., & Donahoo, W. T. (2019) · Europe PMC (PubMed Central) · Cited by 133 · see citing works
Cottrell, E. K., Hendricks, M., Dambrun, K., Cowburn, S., Pantell, M., Gold, R., & Gottlieb, L. M. (2020) · JAMA Network Open · doi:10.1001/jamanetworkopen.2020.16852 · Cited by 126 · see citing works
Self-citationReimagining Public Health in the Aftermath of a Pandemic
Brownson, R. C., Burke, T. A., Colditz, G. A., & Samet, J. M. (2020) · American Journal of Public Health · doi:10.2105/ajph.2020.305861 · Cited by 120 · see citing works
Do Patients Want Help Addressing Social Risks?
Marchis, E. H. D., Alderwick, H., & Gottlieb, L. M. (2020) · The Journal of the American Board of Family Medicine · doi:10.3122/jabfm.2020.02.190309 · Cited by 109 · see citing works
“In a recent community health center study, for instance, over 90% of patients screened positive for at least one social risk factor, but only about 20% wanted assistance from health center staff.(7) In other studies, differences are less dramatic, but the theme has surfaced across multiple settings.”
BackgroundSelf-citationScreening for Social Determinants of Health: The Known and Unknown
Davidson, K. W., & McGinn, T. (2019) · JAMA · doi:10.1001/jama.2019.10915 · Cited by 106 · see citing works
Improving Social Needs Intervention Research: Key Questions for Advancing the Field
Fichtenberg, C., Alley, D. E., & Mistry, K. B. (2019) · American Journal of Preventive Medicine · doi:10.1016/j.amepre.2019.07.018 · Cited by 98 · see citing works
Addressing Transportation Insecurity Among Patients With Cancer
Graboyes, E. M., Chaiyachati, K. H., Gall, J. S., Johnson, W., Krishnan, J. A., McManus, S. S., Thompson, L., Shulman, L. N., & Yabroff, K. R. (2022) · JNCI Journal of the National Cancer Institute · doi:10.1093/jnci/djac134 · Cited by 97 · see citing works
Cottrell, E. K., Dambrun, K., Cowburn, S., Mossman, N., Bunce, A. E., Marino, M., Krancari, M., & Gold, R. (2019) · American Journal of Preventive Medicine · doi:10.1016/j.amepre.2019.07.014 · Cited by 111 · see citing works
Self-citationWang, M., Pantell, M. S., Gottlieb, L. M., & Adler-Milstein, J. (2021) · Journal of the American Medical Informatics Association · doi:10.1093/jamia/ocab194 · Cited by 107 · see citing works
Self-citationDrake, C., Batchelder, H. R., Lian, T., Cannady, M., Weinberger, M., Eisenson, H., Esmaili, E., Lewinski, A. A., Zullig, L. L., Haley, A. S., et al. (2021) · BMC Health Services Research · doi:10.1186/s12913-021-06991-3 · Cited by 108 · see citing works
Pantell, M. S., Hessler, D., Long, D., Alqassari, M., Schudel, C., Laves, E., Velazquez, D. E., Amaya, A., Sweeney, P., Burns, A., et al. (2020) · JAMA Network Open · doi:10.1001/jamanetworkopen.2020.6445 · Cited by 90 · see citing works
Self-citationHatef, E., Ma, X., Rouhizadeh, M., Singh, G., Weiner, J. P., & Kharrazi, H. (2021) · Population Health Management · doi:10.1089/pop.2020.0043 · Cited by 88 · see citing works
“For instance, many sources of data on social needs can be found in a typical EHR (eg, notes, diagnoses, assessments) and some EHR vendors have started adding specific data fields for collecting information on social needs.(32,33) However, no universally accepted or standardized format exists for documenting social nee…”
BackgroundMethodMarchis, E. H. D., Hessler, D., Fichtenberg, C., Fleegler, E. W., Huebschmann, A. G., Clark, C. R., Cohen, A. J., Byhoff, E., Ommerborn, M. J., Adler, N. E., et al. (2020) · JAMA Network Open · doi:10.1001/jamanetworkopen.2020.21201 · Cited by 84 · see citing works
Self-citationGruß, I., Bunce, A., Davis, J. V., Dambrun, K., Cottrell, E., & Gold, R. B. (2020) · Population Health Management · doi:10.1089/pop.2019.0205 · Cited by 71 · see citing works
“Interview questions were developed based on previously collected qualitative data.(18) The interviews were designed to explore facilitators to use of the screening tools and included questions about motivation to adopt EHR-based SDH documentation, as well as the implementation process.”
Self-citationPantell, M. S., Prather, A. A., Downing, J. M., Gordon, N. P., & Adler, N. E. (2019) · JAMA Network Open · doi:10.1001/jamanetworkopen.2019.3933 · Cited by 70 · see citing works
Veldheer, S., Scartozzi, C., Knehans, A. C., Oser, T. K., Sood, N., George, D. R., Smith, A., Cohen, A. J., & Winkels, R. M. (2020) · Journal of Nutrition · doi:10.1093/jn/nxaa209 · Cited by 66 · see citing works
Social Determinants of Health 201 for Health Care: Plan, Do, Study, Act
Magnan, S. J. (2021) · NAM Perspectives · doi:10.31478/202106c · Cited by 69 · see citing works
“One study in community health centers reported that only 20% of the 90% who screened positive wanted assistance [45].”
BackgroundSocial determinants of health in mental health care and research: a case for greater inclusion
Deferio, J. J., Breitinger, S. A., Khullar, D., Sheth, A., & Pathak, J. (2019) · Journal of the American Medical Informatics Association · doi:10.1093/jamia/ocz049 · Cited by 66 · see citing works
“Domains were prioritized for screenings in community health centers, yet the tool has been adapted for use by other institutions in several US regions.(26,27) The availability of PRAPARE and other similar tools, such as HealthBegins and WellRx, are necessary first steps, but they have yet to be implemented broadly acr…”
MethodFiori, K. P., Rehm, C. D., Sanderson, D., Braganza, S. F., Parsons, A. S., Chodon, T., Whiskey, R., Bernard, P., & Rinke, M. L. (2020) · Clinical Pediatrics · doi:10.1177/0009922820908589 · Cited by 64 · see citing works
“Households requesting CHW assistance 287 Outreach attempts between CHW and household, total (median, range) 856 (3, 1-13) Initial encounter method In-person (warm hand-off) 18 (6) Phone 269 (94) Follow-up timeb in days, median (25th-75th IQR) 46 (25-67) SDH needs reported by household Total number of social needs cate…”
BackgroundIf social determinants of health are so important, shouldn’t we ask patients about them?
Moscrop, A., Ziébland, S., Bloch, G. C., & Iraola, J. R. (2020) · BMJ · doi:10.1136/bmj.m4150 · Cited by 63 · see citing works
Ndumele, C. E., Rodríguez, F., Dixon, D. L., Khan, S. S., Mukherjee, D., Bajaj, M. S., Bangalore, S., Bozkurt, B., Breathett, K. K., Clarke, S. L., et al. (2026) · Circulation · doi:10.1161/cir.0000000000001453 · Cited by 87 · see citing works
ICD-10 Z-Code Health-Related Social Needs and Increased Healthcare Utilization
Bensken, W. P., Alberti, P. M., Stange, K. C., Sajatovic, M., & Koroukian, S. M. (2022) · American Journal of Preventive Medicine · doi:10.1016/j.amepre.2021.10.004 · Cited by 58 · see citing works
Clark, C. R., Wilkins, C. H., Rodriguez, J. A., Preininger, A. M., Harris, J. W., DesAutels, S. J., Karunakaram, H., Rhee, K. B. L., Bates, D. W., & Dankwa‐Mullan, I. (2021) · Journal of General Internal Medicine · doi:10.1007/s11606-021-06846-x · Cited by 58 · see citing works
“Barriers to collecting SDOH data in primary care include the need to develop workflows to collect data, a lack of experience using patient-centered tools developed to collect SDOH data, and the need for standardized processes and resources to respond to needs identified through data collection.(22) Barriers to better…”
MethodStrengthening methods for tracking adaptations and modifications to implementation strategies
Haley, A. D., Powell, B. J., Walsh‐Bailey, C., Krancari, M., Gruß, I., Shea, C. M., Bunce, A., Marino, M., Frerichs, L., Lich, K. H., et al. (2021) · BMC Medical Research Methodology · doi:10.1186/s12874-021-01326-6 · Cited by 58 · see citing works
“The Implementation Support Team guides the clinics through a multi-step process called the ‘Clinic Action Plan,’ developed based on lessons learned from a pilot study [23] and refined from wedge to wedge.”
MethodSelf-citationTrochez, R. J., Sharma, S., Stolldorf, D. P., Mixon, A. S., Novak, L. L., Rajmane, A. B., Dankwa‐Mullan, I., & Kripalani, S. B. (2023) · Population Health Management · doi:10.1089/pop.2022.0279 · Cited by 58 · see citing works
Ndumele, C. E., Rodriguez, F., Dixon, D. L., Khan, S. S., Mukherjee, D., Bajaj, M., Bangalore, S., Bozkurt, B., Breathett, K., Clarke, S. L., et al. (2026) · JACC · doi:10.1016/j.jacc.2026.03.056 · Cited by 90 · see citing works
Parent Perspectives on Screening for Social Needs During Pediatric Hospitalizations
Leary, J. C., Rijhwani, L., Bettez, N. M., Harrington, Y., LeClair, A. M., Garg, A., & Freund, K. M. (2022) · Hospital Pediatrics · doi:10.1542/hpeds.2021-006411 · Cited by 52 · see citing works
Kardashian, A. A., Wilder, J. M., Terrault, N. A., et al. (2020) · Hepatology · doi:10.1002/hep.31605 · Cited by 52 · see citing works
“Many validated social determinant screening tools, such as the PRAPARE toolkit (Protocol for Responding to and Assessing Patients’ Assets, Risks, and Experiences),(50) have been implemented into primary care settings and integrated into the electronic health record,(51) but have yet to be applied to our specialty clin…”
MethodSocial Risks Among Primary Care Patients in a Large Urban Health System
Heller, C. G., Parsons, A. S., Chambers, E. C., Fiori, K. P., & Rehm, C. D. (2020) · American Journal of Preventive Medicine · doi:10.1016/j.amepre.2019.11.011 · Cited by 52 · see citing works
Nonresponse to Health-Related Social Needs Screening Questions
Ray, K. N., Gitz, K. M., Hu, A., Davis, A. A., & Miller, E. P. (2020) · PEDIATRICS · doi:10.1542/peds.2020-0174 · Cited by 49 · see citing works
“004* ,1 mo ago 47 (57) 22 (55) 4 (24) — 2–5 mo ago 26 (32) 13 (33) 5 (29) — $6 mo ago 9 (11) 5 (13) 8 (47) — Immunization status, n (%) Up to date per parent report (n = 144) 80 (95) 34 (81) 15 (83) .”
Screening for Social Risk at Federally Qualified Health Centers: A National Study
Cole, M. B., Nguyen, K. H., Byhoff, E., et al. (2022) · American Journal of Preventive Medicine · doi:10.1016/j.amepre.2021.11.008 · Cited by 49 · see citing works
“, number of fulltime equivalents, FQHC-related capabilities, management or leadership) could drive the adoption of social risk screening.(17)”
BackgroundAn Infrastructure Framework for Remote Patient Monitoring Interventions and Research
Claggett, J. L., Petter, S., Joshi, A. M., Ponzio, T. A., & Kirkendall, E. S. (2024) · Journal of Medical Internet Research · doi:10.2196/51234 · Cited by 55 · see citing works
“The final RPM infrastructure component is to present information obtained from the analysis to support clinicians’decision-making processes [11,12].”
BackgroundSocial determinants of health impacting adherence to diabetic retinopathy examinations
Cai, C. X., Li, Y., Zeger, S. L., & McCarthy, M. L. (2021) · BMJ Open Diabetes Research & Care · doi:10.1136/bmjdrc-2021-002374 · Cited by 48 · see citing works
Samuels-Kalow, M., Ciccolo, G., Lin, M. P., Schoenfeld, E. M., & Camargo, C. (2020) · Journal of the American College of Emergency Physicians Open · doi:10.1002/emp2.12191 · Cited by 37 · see citing works
Garg, A., Brochier, A., Messmer, E., & Fiori, K. P. (2021) · Academic Pediatrics · doi:10.1016/j.acap.2021.02.007 · Cited by 46 · see citing works
Li, C., Mowery, D. L., Ma, X., Yang, R., Vurgun, U., Hwang, S., Donnelly, H. K., Bandhey, H., Senathirajah, Y., Visweswaran, S., et al. (2024) · Journal of Clinical and Translational Science · doi:10.1017/cts.2024.571 · Cited by 54 · see citing works
“Studies have shown that SDoH factors are commonly discussed in clinical encounters but rarely documented in structured fields, consistent with gaps in systematic SDoH data capture in EHRs [27].”
InfluentialGold, R. B., Bunce, A., Cottrell, E., Marino, M., Middendorf, M., Cowburn, S., Wright, D. A., Mossman, N., Dambrun, K., Powell, B. J., et al. (2019) · Implementation Science · doi:10.1186/s13012-019-0855-9 · Cited by 40 · see citing works
Self-citationBensken, W. P., McGrath, R., Gold, R. B., & Cottrell, E. (2023) · Journal of Clinical and Translational Science · doi:10.1017/cts.2023.680 · Cited by 41 · see citing works
“A study strength is our use of data from a nationwide network of community-based healthcare organizations that have been innovators in social risk screening since 2016 [22,46,47].”
BackgroundSelf-citationScreening Discordance and Characteristics of Patients With Housing-Related Social Risks
Marchis, E. H. D., de Cuba, S. E., Chang, L., Sheward, R. S., Doran, K. M., Gottlieb, L. M., Cohen, A. J., Fleegler, E. W., & Sandel, M. T. (2021) · American Journal of Preventive Medicine · doi:10.1016/j.amepre.2021.01.027 · Cited by 35 · see citing works
Self-citationChan, N. W., Moya‐Mendez, M. E., Henson, J. B., et al. (2022) · American Journal of Transplantation · doi:10.1111/ajt.17096 · Cited by 35 · see citing works
Livet, M., Levitt, J. M., Lee, A., et al. (2021) · Exploratory Research in Clinical and Social Pharmacy · doi:10.1016/j.rcsop.2021.100032 · Cited by 34 · see citing works
Implementation Support for a Social Risk Screening and Referral Process in Community Health Centers
Gold, R. B., Kaufmann, J., Cottrell, E., Bunce, A., Sheppler, C. R., Hoopes, M. J., Krancari, M., Gottlieb, L. M., Bowen, M., Bava, J., et al. (2023) · NEJM Catalyst · doi:10.1056/cat.23.0034 · Cited by 36 · see citing works
Self-citationThe global cardiovascular–liver–metabolic syndemic: epidemiology, trends and challenges
Chew, N., Mehta, A., Goh, R. J. L., Koh, J., Chen, Y., Chong, B., Chan, M. Y., Khan, M. S., Muthiah, M. D., Butler, J., et al. (2025) · Nature Reviews Cardiology · doi:10.1038/s41569-025-01220-4 · Cited by 35 · see citing works
Psychosocial information use for clinical decisions in diabetes care
Senteio, C. R., Adler‐Milstein, J., Richardson, C. R., & Veinot, T. C. (2019) · Journal of the American Medical Informatics Association · doi:10.1093/jamia/ocz053 · Cited by 33 · see citing works
“One major initiative involved the introduction of a screening tool in an EHR platform used by community health centers (CHCs).(17) The Center for Medicare and Medicaid Services has also made the Accountable Health Communities Health-Related Social Needs Screening Tool a standard for CHCs.”
MethodPrevalence of social risk factors and social needs in a Medicaid Accountable Care Organization (ACO)
Schiavoni, K. H., Helscel, K., Vogeli, C., Thorndike, A. N., Cash, R. E., Camargo, C. A., & Samuels‐Kalow, M. E. (2022) · BMC Health Services Research · doi:10.1186/s12913-022-08721-9 · Cited by 33 · see citing works
“Increasingly, health systems are screening patients for HRSN during routine care and integrating responses into the electronic medical record (EMR), with the goal to refer or provide resources to address identified needs [8, 9].”
BackgroundSandhu, S., Xu, J., Eisenson, H., & Bettger, J. P. (2021) · Journal of Primary Care & Community Health · doi:10.1177/21501327211021021 · Cited by 32 · see citing works
He, Z., Pfaff, E., Guo, S. J., Guo, Y. M., Wu, Y., Tao, C., Štiglic, G., & Bian, J. (2023) · Yearbook of Medical Informatics · doi:10.1055/s-0043-1768732 · Cited by 31 · see citing works
Goldman, R. H., Zajac, L., Geller, R. J., & Miller, M. D. (2021) · BMC Medical Education · doi:10.1186/s12909-021-02921-3 · Cited by 31 · see citing works
“electronic medical record (EMR) [70, 71], efforts could be made to include relevant EH history questions and anticipatory guidance.”
BackgroundSensitivity and Specificity of Real-World Social Factor Screening Approaches
Vest, J. R., Wu, W., & Mendonça, E. A. (2021) · Journal of Medical Systems · doi:10.1007/s10916-021-01788-7 · Cited by 31 · see citing works
“Research and demonstration projects have successfully implemented screening questions in practice [3, 9, 15], but overall uptake remains low and inconsistent [20].”
BackgroundComparing the performance of two social risk screening tools in a vulnerable subpopulation
Lewis, C. C., Wellman, R., Jones, S. W., Walsh‐Bailey, C., Thompson, E., Derus, A. J., Paolino, A. R., Steiner, J. F., Marchis, E. H. D., Gottlieb, L. M., et al. (2020) · Journal of Family Medicine and Primary Care · doi:10.4103/jfmpc.jfmpc_650_20 · Cited by 30 · see citing works
Self-citationSandhu, S., Xu, J., Blanchard, L., Eisenson, H., Crowder, C., Munoz, V. S., Drake, C., & Bettger, J. P. (2021) · International Journal of Integrated Care · doi:10.5334/ijic.5501 · Cited by 30 · see citing works
“Previous studies have explored the feasibility of screening for unmet social needs in the community health center setting [19, 27, 54], but have lacked discussion as to how community providers might build this capacity to conduct screening and follow-up.”
BackgroundEvaluation of the core 5 social determinants of health screening tool
Bechtel, N., Jones, A., Kue, J., et al. (2021) · Public Health Nursing · doi:10.1111/phn.12983 · Cited by 30 · see citing works
Sezgın, E., Kocaballi, A. B., Dolcé, M., Skeens, M. A., Militello, L. K., Huang, Y., Stevens, J. H., & Kemper, A. R. (2024) · JMIR Human Factors · doi:10.2196/57114 · Cited by 32 · see citing works
“Therefore, EHR integration and adoption require detailed investigation to reduce barriers and inequality in medical documentation [57,58].”
Gold, R. B., Sheppler, C. R., Hessler, D., Bunce, A., Cottrell, E., Yosuf, N., Pisciotta, M., Gunn, R., Leo, M. C., & Gottlieb, L. M. (2021) · JMIR Research Protocols · doi:10.2196/31733 · Cited by 29 · see citing works
Self-citationAssociation of Patient and System-Level Factors With Social Determinants of Health Screening
Savitz, S. T., Nyman, M., Kaduk, A., Loftus, C. G., Phelan, S. M., & Barry, B. A. (2022) · Medical Care · doi:10.1097/mlr.0000000000001754 · Cited by 28 · see citing works
Fiori, K. P., Heller, C. G., Flattau, A., Hollingsworth, N., Parsons, A. S., Rinke, M. L., Chambers, E. C., Hodgson, S., Chodon, T., & Racine, A. D. (2021) · BMJ Open · doi:10.1136/bmjopen-2021-053633 · Cited by 30 · see citing works
Clinical Stakeholder Perspectives on Pediatric Inpatient Screening for Social Needs
Leary, J. C., Rijhwani, L., Bettez, N. M., LeClair, A. M., Murillo, A., Berrios, M. R., Garg, A., & Freund, K. M. (2021) · Academic Pediatrics · doi:10.1016/j.acap.2021.09.015 · Cited by 28 · see citing works
Rouillard, C. J., Nasser, M. A., Hu, H., & Roblin, D. W. (2022) · Medical Care · doi:10.1097/mlr.0000000000001683 · Cited by 27 · see citing works
“19 20 – 23 ICD-10-CM Z codes, however, are underused, 24,25 and lack the granularity and breadth necessary to guide design of social interventions.”
BackgroundThe Impact of Social and Clinical Complexity on Diabetes Control Measures
Cottrell, E., O'Malley, J. P., Dambrun, K., Park, B., Hendricks, M. A., Xu, H., Charlson, M. E., Bazemore, A., Shenkman, E. A., Sears, A., et al. (2020) · The Journal of the American Board of Family Medicine · doi:10.3122/jabfm.2020.04.190367 · Cited by 26 · see citing works
“16,17 23 However, there are numerous barriers to integrating SDH screening into clinical settings and ensuring standardized documentation in EHRs.”
BackgroundSelf-citationHolt, J. M., Cusatis, R. N., Asan, O., Williams, J. S., Nukuna, S., Flynn, K. E., Moore, J. E., & Crotty, B. H. (2019) · Healthcare · doi:10.1016/j.hjdsi.2019.100369 · Cited by 25 · see citing works
Keloth, V. K., Selek, S., Chen, Q., Gilman, C., Fu, S., Dang, Y., Chen, X., Hu, X., Zhou, Y., He, H., et al. (2025) · npj Digital Medicine · doi:10.1038/s41746-025-01645-8 · Cited by 24 · see citing works
Stipelman, C. H., Kukhareva, P., Trepman, E., Nguyen, Q., Valdez, L., Kenost, C., Hightower, M., & Kawamoto, K. (2022) · Yearbook of Medical Informatics · doi:10.1055/s-0042-1742518 · Cited by 26 · see citing works
“An additional study (one article) and eight non-redundant additional articles about remaining studies that were not identified by the PubMed search were added, resulting in 28 studies (36 articles) included in the review [30-65].”
BackgroundTorres, C. H., Gold, R. B., Kaufmann, J., Marino, M., Hoopes, M. J., Totman, M. S., Aceves, B., & Gottlieb, L. M. (2023) · American Journal of Preventive Medicine · doi:10.1016/j.amepre.2023.02.018 · Cited by 24 · see citing works
Self-citationPredmore, Z., Hatef, E., & Weiner, J. P. (2019) · Population Health Management · doi:10.1089/pop.2018.0151 · Cited by 24 · see citing works
Xi, W., Banerjee, S., Olfson, M., Alexopoulos, G. S., Xiao, Y., & Pathak, J. (2023) · Scientific Reports · doi:10.1038/s41598-023-31387-0 · Cited by 23 · see citing works
Palakshappa, D., Benefield, A. J., Furgurson, K. F., Harley, M. G., Bundy, R. A., Moses, A., Taxter, A. J., Bensinger, A., Cao, X., Denizard-Thompson, N. M., et al. (2020) · Population Health Management · doi:10.1089/pop.2020.0059 · Cited by 23 · see citing works
“14 The team used the data capture functionality that is already available in the electronic patient portal with the digital health system, so the screening results were directly captured in the EHR.”
Parry, J. E., Vanstone, M. G., Grignon, M., & Dunn, J. R. (2021) · International Journal for Equity in Health · doi:10.1186/s12939-021-01546-8 · Cited by 25 · see citing works
Tuzzio, L., Wellman, R., Marchis, E. H. D., Gottlieb, L. M., Walsh‐Bailey, C., Jones, S. M. W., Nau, C., Steiner, J. F., Banegas, M. P., Sharp, A. L., et al. (2022) · The Annals of Family Medicine · doi:10.1370/afm.2774 · Cited by 23 · see citing works
“To measure trust in provider, we used the Consumer Assessment of Healthcare Providers and Systems on a scale of 1 (not at all) to 10 (completely) that was collapsed into 3 categories based roughly on equal-sized tertiles: completely (10), high (8-9), and medium-to-low (1-7) trust.”
MethodSelf-citationPatient Interest in Receiving Assistance with Self-Reported Social Risks
Gruß, I., Varga, A. M., Brooks, N. B., Gold, R. B., & Banegas, M. P. (2021) · The Journal of the American Board of Family Medicine · doi:10.3122/jabfm.2021.05.210069 · Cited by 22 · see citing works
“18,20 The only other study on requests for help by risk domain, set in an urban health clinic for young adults, 19 found that patients most commonly requested help with income security (83% of those reporting a risk requested help), education (56%), and nutrition and fi tness (50%).”
BackgroundSelf-citationImplementing Social Determinants of Health Screening in US Emergency Departments
Loo, S. S., Molina, M. F., Ahmad, N. J., Swanton, M. F., Chen, O., Boggs, K. M., Camargo, C. A., & Samuels‐Kalow, M. E. (2025) · JAMA Network Open · doi:10.1001/jamanetworkopen.2025.0137 · Cited by 22 · see citing works
Berg, K., Doktorchik, C. T. A., Quan, H., & Saini, V. (2022) · Health Systems · doi:10.1080/20476965.2022.2075796 · Cited by 22 · see citing works
“Individual and population-level data reveal predictable, independent, and intersectional associations between SDOH variables and health outcomes (Conway et al., 2019; Gold et al., 2018; Gottlieb et al., 2015; Lofters et al., 2017; Marmot et al., 2008).”
BackgroundIott, B. E., Pantell, M. S., Adler-Milstein, J., & Gottlieb, L. M. (2022) · Journal of the American Medical Informatics Association · doi:10.1093/jamia/ocac154 · Cited by 22 · see citing works
Self-citationReceipt of Social Needs Assistance and Health Center Patient Experience of Care
Nguyen, K. H., Trivedi, A. N., & Cole, M. B. (2020) · American Journal of Preventive Medicine · doi:10.1016/j.amepre.2020.08.030 · Cited by 22 · see citing works
A Systematic Review of Electronic Community Resource Referral Systems
Drewry, M., Yanguela, J., Khanna, A., O’Brien, S., Phillips, E., Bevel, M., McKinley, M. W., Corbie, G., & Dave, G. (2023) · American Journal of Preventive Medicine · doi:10.1016/j.amepre.2023.06.001 · Cited by 21 · see citing works
April-Sanders, A. (2024) · Journal of the American Heart Association · doi:10.1161/jaha.124.036518 · Cited by 23 · see citing works
Taccheri, C., Jordan, J. A., Tran, D., Wang, J., Han, D., Varadaraj, V., Crews, D. C., & Cai, C. X. (2023) · Ophthalmology · doi:10.1016/j.ophtha.2023.06.007 · Cited by 20 · see citing works
Samuels‐Kalow, M. E., Molina, M. F., Ciccolo, G. E., Curt, A. M., Manchanda, E. C. C., de Paz, N., & Camargo, C. A. (2020) · Western Journal of Emergency Medicine · doi:10.5811/westjem.2020.3.45932 · Cited by 20 · see citing works
Association Between Neighborhood Disadvantage and Pediatric Readmissions
Nacht, C. L., Kelly, M. M., Edmonson, M. B., Sklansky, D. J., Shadman, K. A., Kind, A., Zhao, Q., Barreda, C. B., & Coller, R. J. (2022) · Maternal and Child Health Journal · doi:10.1007/s10995-021-03310-4 · Cited by 19 · see citing works
“1 3 Furthermore, ADI may help overcome barriers to integrate SDH into direct care (Gold et al., 2018).”
BackgroundReducing Disparities in Healthy Aging Through an Enhanced Medicare Annual Wellness Visit
Tipirneni, R., Ganguli, I., Ayanian, J. Z., & Langa, K. M. (2018) · Public Policy & Aging Report · doi:10.1093/ppar/pry048 · Cited by 19 · see citing works
Halbert, C. H., Jefferson, M. S., Allen, C. G., Babatunde, O. A., Drake, R. R., Angel, P. M., Savage, S. J., Frey, L. J., Lilly, M. B., Obi, T., et al. (2021) · JCO Clinical Cancer Informatics · doi:10.1200/cci.20.00131 · Cited by 19 · see citing works
Livingston, C. J., Titus, T. M., Yerokun, T. A., & Patel, N. M. (2025) · American Journal of Preventive Medicine · doi:10.1016/j.amepre.2025.01.005 · Cited by 18 · see citing works
Cross-Sectional Associations: Social Risks and Diabetes Care Quality, Outcomes
Gold, R. B., Kaufmann, J., Gottlieb, L. M., Weiner, S. J., Hoopes, M. J., Gemelas, J. C., Torres, C. H., Cottrell, E., Hessler, D., Marino, M., et al. (2022) · American Journal of Preventive Medicine · doi:10.1016/j.amepre.2022.03.011 · Cited by 18 · see citing works
Self-citationNguyen, K. H., Cemballi, A. G., Fields, J. D., Brown, W., Pantell, M. S., & Lyles, C. R. (2022) · JAMIA Open · doi:10.1093/jamiaopen/ooac014 · Cited by 24 · see citing works
Moen, M., Doede, M., Johantgen, M., et al. (2022) · Journal of Advanced Nursing · doi:10.1111/jan.15485 · Cited by 17 · see citing works
Drake, C., Lian, T., Trogdon, J. G., Edelman, D. E., Eisenson, H., Weinberger, M., Reiter, K. L., & Shea, C. M. (2021) · BMC Cardiovascular Disorders · doi:10.1186/s12872-021-02149-5 · Cited by 17 · see citing works
“Efforts to better integrate these activities into routine clinical encounters and standard of care [6] include social needs EHR documentation strategies [33], innovative care models [34, 35], and cross-sector collaboration [36].”
BackgroundLangevin, R., Berry, A. B. L., Zhang, J., Fockele, C. E., Anderson, L., Hsieh, D. T., Hartzler, A. L., Duber, H. C., & Hsieh, G. (2023) · Applied Clinical Informatics · doi:10.1055/a-2035-5342 · Cited by 16 · see citing works
Provision of Social Care Services by US Hospitals
Iott, B. E., & Anthony, D. L. (2023) · Milbank Quarterly · doi:10.1111/1468-0009.12653 · Cited by 17 · see citing works
Addressing social needs in oncology care: another research-to-practice gap
Haines, E. R., Shelton, R. C., Foley, K. L., et al. (2024) · JNCI Cancer Spectrum · doi:10.1093/jncics/pkae032 · Cited by 16 · see citing works
Social and Mental Health Care Integration
Shields‐Zeeman, L., Lewis, C. C., & Gottlieb, L. M. (2019) · JAMA Psychiatry · doi:10.1001/jamapsychiatry.2019.1148 · Cited by 16 · see citing works
Self-citationTakada, S., Gorbach, P. M., Brookmeyer, R., et al. (2020) · AIDS Care · doi:10.1080/09540121.2020.1828798 · Cited by 16 · see citing works
“…social capital at the individual level by assessing their patient’s important relationships, as recommended by the National Academy of Medicine (Gold et al., 2018; Institute of Medicine, 2014); they may leverage social capital by discussing how norms and resources in those relationships may…”
BackgroundInfluentialBako, A. T., McCabe, H., Kasthurirathne, S. N., Halverson, P. K., & Vest, J. R. (2020) · Journal of Social Service Research · doi:10.1080/01488376.2020.1817834 · Cited by 16 · see citing works
“…including financial concerns, food insecurity, transport issues, language, social support, violence and safety, employment, and housing instability (Gold et al., 2018; Kaiser Permanente Social Needs Survey, 2019; Kusnoor et al., 2018; Lehnerer et al., 2019; Page-Reeves et al., 2016; Vest et al.,…”
BackgroundResultFrom Screening to the Receipt of Services: A Qualitative Examination
Schoenthaler, A., Gallager, R. P., Kaplan, S. A., & Hopkins, K. A. (2022) · American Journal of Preventive Medicine · doi:10.1016/j.amepre.2022.03.033 · Cited by 16 · see citing works
- Authors
- Gold, R., Bunce, A., Cowburn, S., Dambrun, K., Dearing, M., Middendorf, M., Mossman, N., Hollombe, C., Mahr, P., Melgar, G., Davis, J., Gottlieb, L., & Cottrell, E.
- Affiliations
- Kaiser Permanente Center for Health Research (US)
- Ochin (US)
- Multnomah County Health Department (US)
- University of California, San Francisco (US)
- Venue
- The Annals of Family Medicine
- Publisher
- Annals of Family Medicine
- Published
- 2018-09
- Volume
- 16
- Issue
- 5
- Pages
- 399-407
- ISSN
- 1544-1709 (ISSN-L)
- 1544-1717
- PMC
- PMC6131002
- OpenAlex
- W2891941547
- Semantic Scholar
- ec90bbff459f6d579a5de4a0ee6586f1aebfa662
- Cited by
- 252
- References
- 55
- Citations by year
- 2026: 21 · 2025: 32 · 2024: 25 · 2023: 38 · 2022: 38 · 2021: 42 · 2020: 31 · 2019: 23 · 2018: 2
- FWCI
- 31.11
- Type
- journal article
- Language
- en
- Open access
- diamond
- doi.org
- Locations
- The Annals of Family Medicine (publishedVersion)
- Europe PMC (PubMed Central) (publishedVersion)
- PubMed Central (publishedVersion)
- PubMed (publishedVersion)
- eScholarship (California Digital Library) (submittedVersion)
- Funders
- National Institute of Diabetes and Digestive and Kidney Diseases (R18DK105463)
- Topics
- Health Sciences › Health Professions › Health Information Management › Electronic Health Records Systems
- Health Sciences › Health Professions › Health Information Management › Medical Coding and Health Information
- Health Sciences › Health Professions › General Health Professions › Primary Care and Health Outcomes
- Keywords
- social determinants of health, electronic health records, community health centers, social needs screening, referral documentation, implementation barriers, primary care, health policy
- MeSH terms
- Community Health Centers, Documentation, Feasibility Studies, Health Plan Implementation, Humans, Pilot Projects, Referral and Consultation, Electronic Health Records, Social Determinants of Health
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