Case Management in Primary Care for Frequent Users of Health Care Services: A Realist Synthesis

• Published in: Annals of family medicine 2020-05, Vol.18 (3), p.218-226
• Main Authors: Hudon, Catherine, MD, PhD, Chouinard, Maud-Christine, RN, PhD, Aubrey-Bassler, Kris, MD, MSc, Muhajarine, Nazeem, PhD, Burge, Fred, MD, MSc, Bush, Paula Louise, PhD, Danish, Alya, PhD, Ramsden, Vivian R., RN, PhD, Légaré, France, MD, PhD, CFPC, Guénette, Line, BPharm, PhD, Morin, Paul, PhD, Lambert, Mireille, MA, Fick, Fiona, MA, Cleary, Olivia, MAPS, Sabourin, Véronique, Warren, Mike, Pluye, Pierre, MD, PhD
• Format: Article
• Language: English
• Subjects: Adult; Case Management - statistics & numerical data; Chronic Disease - therapy; Delivery of Health Care - statistics & numerical data; Family Medicine/General Medicine; Female; Humans; Internal Medicine; Male; Management; Medical case management; Methods; Original Research; Outcome and Process Assessment, Health Care; Patient Acceptance of Health Care - statistics & numerical data; Physician and patient; Primary health care; Primary Health Care - statistics & numerical data
• ISSN: 1544-1709; 1544-1717
• DOI: 10.1370/afm.2499

AbstractPurposeCase management (CM) is a promising intervention for frequent users of health care services. Our research question was how and under what circumstances does CM in primary care work to improve outcomes among frequent users with chronic conditions? MethodsWe conducted a realist synthesis, searching MEDLINE, CINAHL, Embase, and PsycINFO (1996 to September 2017) for articles meeting the following criteria: (1) population: adult frequent users with chronic disease, (2) intervention: CM in a primary care setting with a postintervention evaluation, and (3) primary outcomes: integration of services, health care system use, cost, and patient outcome measures. Academic and gray literature were evaluated for relevance and robustness. Independent reviewers extracted data to identify context, mechanism, and outcome (CMO) configurations. Analysis of CMO configurations allowed for the modification of an initial program theory toward a refined program theory. ResultsOf the 9,295 records retrieved, 21 peer-reviewed articles and an additional 89 documents were retained. We evaluated 19 CM interventions and identified 11 CMO configurations. The development of a trusting relationship fostering patient and clinician engagement in the CM intervention was recurrent in many CMO configurations. ConclusionOur refined program theory proposes that in the context of easy access to an experienced and trusted case manager who provides comprehensive care while maintaining positive interactions with patients, the development of this relationship fosters the engagement of both individuals and yields positive outcomes when the following mechanisms are triggered: patients and clinicians feel supported, respected, accepted, engaged, and committed; and patients feel less anxious, more secure, and empowered to self-manage.