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Table 2 Common Barriers and Facilitators to Implementation of Social Needs Screening and Referral programs in Pediatric Primary Care settings

From: Social needs screening and referral in pediatric primary care clinics: a multiple case study

Barriers

Facilitators

Caregiver Inability or Reluctance to Screening

Sites reported that a substantial proportion of caregivers were either unable to complete the screening tool due to low literacy or were reluctant to complete screening due to privacy concerns.

Workflow Routinization

Sites achieved higher screening completion when they were able to integrate the screening process into the normal clinic workflow in a seamless manner. Strategies to pre-identify patients eligible for screening before their visit also proved effective.

Lack of Technological Resources

Sites without resources to screen through electronic methods found paper-based screening to be cumbersome and data entry was time consuming. Providers were also not as aware of their patients’ social needs due to lack of automated EMR integration.

Availability of Technological Resources

Sites that utilized tablet-based screening found it helpful for EMR integration and provider engagement in social needs discussions with families.

Temporary/Part-Time Dedicated Staff

Sites that utilized part-time volunteers to assist caregivers in filling out screening tools found it difficult to handle frequent turnover and gaps in coverage.

Full-Time Permanent Dedicated Staff

The consistent presence of a staff member dedicated to helping caregivers complete screening assessments was found to be extremely valuable.

Lack of Shared Clinic-CBO Tracking System

Clinics and CBOs were generally unable to utilize the same data system due to HIPAA requirements, which made tracking and communicating about referrals challenging.

Strong Clinic-CBO Communication

Establishing a system and cadence to facilitate communication between the clinic and CBO was seen as key to a successful partnership.

Low Caregiver Engagement Post-Screening

Clinic-CBO teams often struggled with reaching caregivers after the screening process to engage them in referral and services.

Shared CBO-Clinic Staff

Sites that employed a shared staff member solely dedicated to assisting caregivers referred by the clinic partner found that it was effective at minimizing caregivers who were lost-to-follow-up after being referred to services.

Sustainable Funding

Sites did not have a formal plan in place for funding to sustain their programs after the grant period.

Institutional Support

Sites that felt that their institution was open to ideas for finding a way to continue their program and potentially expand were hopeful they could sustain this work in the future.