--- title: "Implementing lean quality improvement in primary care | Sutter Health" description: "Lean redesigns led to improvements in timely completion of 3 out of 4 common clinical tasks." url: "https://www.sutterhealth.org/research/publications/implementing-lean-quality-improvement-in-primary-care-1055312818" --- 1. [Home](https://www.sutterhealth.org/) / 2. [Research](https://www.sutterhealth.org/research) / 3. [Research publications](https://www.sutterhealth.org/research/publications) / 4. Implementing lean quality improvement in primary care # Implementing lean quality improvement in primary care: impact on efficiency in performing common clinical tasks Dorothy Y Hung, Quan A Truong, & Su-Ying Liang _J Gen Intern Med. doi: 10.1007/s11606-020-06317-9. Online ahead of print._ 2020-11-24 ## Abstract ****Background:**** Many primary care practices have adopted Lean techniques to reduce the amount of time spent completing routine tasks. Few studies have evaluated both immediate and sustained impacts of Lean to improve this aspect of primary care work efficiency. ****Objective:**** To examine 3-year impacts of Lean implementation on the amount of time taken for physicians to complete common clinical tasks. ****Design:**** Non-randomized stepped wedge with segmented regression and interrupted time series analysis (January 2011-December 2016). ****Participants:**** A total of 317 physician-led teams in 46 primary care departments in a large ambulatory care delivery system. ****Intervention:**** Lean redesign was initiated in one pilot site followed by system-wide spread across all primary care departments. Redesigns included standardization of exam room equipment and supplies, streamlining of call management processes, care team co-location, and team management of the electronic inbox. ****Measures:**** Time-stamped EHR tracking of physicians' completion time for 4 common tasks: (1) office visit documentation and closure of patient charts; (2) telephone call resolution; (3) prescription refill renewal; and (4) response to electronic patient messages. ****Results:**** After Lean implementation, we found decreases in the amount of time to complete: office visit documentation (- 29.2% \[95% CI: - 44.2, - 10.1\]), telephone resolution (- 22.2% \[95% CI: - 38.1, - 2.27\]), and renewal of prescription refills (- 2.96% per month \[95% CI: - 4.21, - 1.78\]). These decreases were sustained over several years. Response time to electronic patient messages did not change significantly. ****Conclusions:**** Lean redesigns led to improvements in timely completion of 3 out of 4 common clinical tasks. Our findings support the use of Lean techniques to engage teams in routine aspects of patient care. More research is warranted to understand the mechanisms by which Lean promotes quality improvement and effectiveness of care team workflows. [PubMed abstract](https://pubmed.ncbi.nlm.nih.gov/33236228/) ![Su-Ying Liang, Ph.D.](https://dyn.mktgcdn.com/p/cRIUee_GK3HEL1Wq8svqoUApvABjlwVVA-KUHVGzuNw/fit=crop,gravity=auto,dpr=2,width=188,height=250,quality=100) Su-Ying Liang, Ph.D. Principal investigator [View profile](https://www.sutterhealth.org/research/investigators/su-ying-liang-phd-1049681030) ## Research topics - [Lean Management](https://www.sutterhealth.org/research-search-results?query=%22%5C%22Lean+Management%5C%22%22) - [Physician Efficiency](https://www.sutterhealth.org/research-search-results?query=%22%5C%22Physician+Efficiency%5C%22%22) - [Primary Care](https://www.sutterhealth.org/research-search-results?query=%22%5C%22Primary+Care%5C%22%22) - [Primary Care Redesign](https://www.sutterhealth.org/research-search-results?query=%22%5C%22Primary+Care+Redesign%5C%22%22) - [Primary Care Teams](https://www.sutterhealth.org/research-search-results?query=%22%5C%22Primary+Care+Teams%5C%22%22) - [Quality Improvement](https://www.sutterhealth.org/research-search-results?query=%22%5C%22Quality+Improvement%5C%22%22) - [Workflow / Task Completion](https://www.sutterhealth.org/research-search-results?query=%22%5C%22Workflow+%2F+Task+Completion%5C%22%22) ## Related publications [View all publications](https://www.sutterhealth.org/research-search-results?verticalKey=research_publication) - Publication ### [Implementation of patient engagement tools in electronic health records to enhance patient-centered communication: protocol for feasibility evaluation and preliminary results](https://www.sutterhealth.org/research/publications/patient-centered-communication-1055312806) Tai-Seale M, Rosen R, Ruo B, Hogarth M, Longhurst CA, Lander L, Walker AL, Stults CD, Chan A, Mazor K, Garber L, Millen M JMIR Res Protoc.10(8):e30431. doi: 10.2196/30431. 2021 Aug 26 - Publication ### [Patients' Perspectives on Plans Generated During Primary Care Visits and Self-Reported Adherence at 3 Months: Data From a Randomized Trial](https://www.sutterhealth.org/research/publications/primary-care-visits-self-reported-adherence-at-3-months-1055312639) Journal of Participatory Medicine 2024 Mar 14 - Publication ### [Relationships and resilience at work and at home: Impact of relational coordination on clinician work-life balance and well-being in times of crisis](https://www.sutterhealth.org/research/publications/relationships-resilience-impact-of-relational-coordination-on-clinician-work-life-balance-1055312859) Health Care Management Review 2022 Oct 21 - Publication ### [Mind the clinical-analytic gap: electronic health records and COVID-19 pandemic response](https://www.sutterhealth.org/research/publications/electronic-health-records-covid-19-pandemic-response-1055312813) Sylvia Ek Sudat, Sarah C Robinson, Satish Mudiganti, Aravind Mani, Alice R Pressman J Biomed Inform.103715. doi: 10.1016/j.jbi.2021.103715. Online ahead of print. 2021 Feb 18 - Publication ### [Patient experiences after implementing lean primary care redesigns](https://www.sutterhealth.org/research/publications/patient-experiences-after-lean-primary-care-redesign-1055312839) Dorothy Y Hung, Gabriela Mujal, Anqi Jin, Su-Ying Liang Health Serv Res. doi: 10.1111/1475-6773.13605. Online ahead of print. 2020 Dec 10 [View all publications](https://www.sutterhealth.org/research-search-results?verticalKey=research_publication) ```json {"@context":"https://schema.org","@type":"MedicalOrganization","name":"Sutter Health","@id":"https://www.sutterhealth.org/#medicalorganization","url":"https://www.sutterhealth.org","logo":"https://www.sutterhealth.org/static/images/sutter-health-logo.svg","address":{"@type":"PostalAddress","streetAddress":"2200 River Plaza Drive","addressLocality":"Sacramento","addressRegion":"CA","postalCode":"95833","addressCountry":"US"},"areaServed":{"@type":"AdministrativeArea","name":"California"},"sameAs":["https://www.facebook.com/SutterHealth","https://www.instagram.com/sutterhealth/","https://x.com/SutterHealth","https://www.youtube.com/sutterhealth","https://www.linkedin.com/company/sutter-health","https://en.wikipedia.org/wiki/Sutter_Health"]} ``` ```json {"@context":"https://schema.org","@type":"BreadcrumbList","@id":"https://www.sutterhealth.org/research/publications/implementing-lean-quality-improvement-in-primary-care-1055312818#breadcrumblist","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https://www.sutterhealth.org/"},{"@type":"ListItem","position":2,"name":"Research","item":"https://www.sutterhealth.org/research"},{"@type":"ListItem","position":3,"name":"Research publications","item":"https://www.sutterhealth.org/research/publications"},{"@type":"ListItem","position":4,"name":"Implementing lean quality improvement in primary care"}]} ``` ```json {"@context":"https://schema.org","@type":"MedicalScholarlyArticle","@id":"https://www.sutterhealth.org/research/publications/implementing-lean-quality-improvement-in-primary-care-1055312818#medicalscholarlyarticle","name":"Implementing lean quality improvement in primary care: impact on efficiency in performing common clinical tasks","headline":"Implementing lean quality improvement in primary care","abstract":"Background: Many primary care practices have adopted Lean techniques to reduce the amount of time spent completing routine tasks. Few studies have evaluated both immediate and sustained impacts of Lean to improve this aspect of primary care work efficiency. Objective: To examine 3-year impacts of Lean implementation on the amount of time taken for physicians to complete common clinical tasks. Design: Non-randomized stepped wedge with segmented regression and interrupted time series analysis (January 2011-December 2016). Participants: A total of 317 physician-led teams in 46 primary care departments in a large ambulatory care delivery system. Intervention: Lean redesign was initiated in one pilot site followed by system-wide spread across all primary care departments. Redesigns included standardization of exam room equipment and supplies, streamlining of call management processes, care team co-location, and team management of the electronic inbox. Measures: Time-stamped EHR tracking of physicians' completion time for 4 common tasks: (1) office visit documentation and closure of patient charts; (2) telephone call resolution; (3) prescription refill renewal; and (4) response to electronic patient messages. Results: After Lean implementation, we found decreases in the amount of time to complete: office visit documentation (- 29.2% [95% CI: - 44.2, - 10.1]), telephone resolution (- 22.2% [95% CI: - 38.1, - 2.27]), and renewal of prescription refills (- 2.96% per month [95% CI: - 4.21, - 1.78]). These decreases were sustained over several years. Response time to electronic patient messages did not change significantly. Conclusions: Lean redesigns led to improvements in timely completion of 3 out of 4 common clinical tasks. Our findings support the use of Lean techniques to engage teams in routine aspects of patient care. 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