Factors influencing nurse practitioner panel size in team-based primary care: a qualitative case study

• Published in: BMC family practice 2024-08, Vol.25 (1), p.304-10
• Main Authors: Martin-Misener, Ruth, Donald, Faith, Rayner, Jennifer, Carter, Nancy, Kilpatrick, Kelley, Ziegler, Erin, Bourgeault, Ivy, Bryant-Lukosius, Denise
• Format: Article
• Language: English
• Subjects: Adult; Case studies; Case study; Data collection; Female; Graduate studies; Health care access; Health facilities; Humans; Interviews; Male; Medical practices; Middle Aged; Native peoples; Nurse practitioner; Nurse practitioners; Nurse Practitioners - organization & administration; Nurses; Ontario; Panel size; Patient Care Team - organization & administration; Patients; Practice; Primary care; Primary Health Care - organization & administration; Qualitative Research; Roles; Social determinants; Teams
• ISSN: 2731-4553; 2731-4553; 1471-2296
• DOI: 10.1186/s12875-024-02547-6

Lack of access to health care is a worldwide public health crisis. In primary care it has led to increases in the implementation of nurse practitioners and heightened interest in their patient panel capacity. The aim of this study was to examine factors influencing nurse practitioner patient panel size in team-based primary care in Ontario, Canada. We used a multiple case study design. Eight team-based primary care practices including rural and urban settings were purposively selected as cases. Each case had two or more nurse practitioners with a minimum of two years experience in the primary care setting. Interviews were conducted in-person, audio recorded, transcribed and analysed using content analysis. Forty participants, including 19 nurse practitioners, 16 administrators (inclusive of executives, managers, and receptionists), and 5 physicians were interviewed. Patient, provider, organizational, and system factors influenced nurse practitioner patient panel size. There were eight sub-factors: complexity of patients' health and social needs; holistic nursing model of care; nurse practitioner experience and confidence; composition and functioning of the multidisciplinary team; clerical and administrative supports, and nurse practitioner activities and expectations. All participants found it difficult to identify the panel size of nurse practitioners, calling it- "a grey area." Establishing and maintaining a longitudinal relationship that responded holistically to patients' needs was fundamental to how nurse practitioners provided care. Social factors such as gender, poverty, mental health concerns, historical trauma, marginalisation and literacy contributed to the complexity of patients' needs. Participants indicated NPs tried to address all of a patient's concerns at each visit. Nurse practitioners have a holistic approach that incorporates attention to the social determinants of health as well as acute and chronic comorbidities. This approach compels them to try to address all of the needs a patient is experiencing at each visit and reduces their panel size. Multidisciplinary teams have an opportunity to be deliberate when structuring their services across providers to meet more of the health and social needs of empanelled patients. This could enable increases in nurse practitioner panel size.