Tobacco Cessation "Quitline" Staff Proactively Call Patients Referred by Trained Providers, Leading to Greater Satisfaction With Services and Higher Quit Rates
Tobacco Cessation "Quitline" Staff Proactively Call Patients Referred by Trained Providers, Leading to Greater Satisfaction With Services and Higher Quit Rates
Snapshot
Summary
In Wisconsin's “Fax to Quit” program, trained health care providers who identify a tobacco user during a routine health care visit educate the patient on the availability of the Wisconsin Tobacco Quit Line, a phone-based tobacco cessation counseling service. If the patient expresses an interest in quitting, the provider completes a form with patient contact information and faxes it to the quitline. A quitline coach calls the patient within 3 days to initiate counseling. Providers are educated about the fax referral service by state-based outreach workers who visit practices to explain tobacco cessation guidelines and services. Compared to quitline users who were simply told about the quitline by their provider, those served by the Fax to Quit program were more likely to quit, more satisfied with the quitline and coach, and more likely to report that the referring health care professional was helpful in the decision to attempt tobacco cessation.
Date First Implemented
March
Problem Addressed
Despite their effectiveness and accessibility, telephone quitlines remain underused by tobacco users. One barrier to use appears to lie in the need for patients to initiate the call. Another apparent barrier is the difficulty in identifying patients likely to benefit from quitline services.
- Effectiveness of telephone quitlines: The U.S. Public Health Service's clinical practice guideline on treating tobacco use and dependence notes that counseling via quitlines increases the odds of tobacco abstinence by approximately 60 percent compared to minimal or no counseling.,
- Low usage despite easy access: Fifty-three U.S. states and territories provide quitlines to their residents free of charge. Because they can be accessed via telephone, low-income and/or traditionally underserved individuals generally face few barriers to accessing them. Nevertheless, use of quitlines remains very low, with only about 1 percent of smokers calling them each year,, even after many states have implemented specific strategies (such as media and other marketing efforts, promotions involving free smoking cessation medications, and efforts to link services with health delivery systems) to increase use.
- Initiation of call as likely barrier: One apparent barrier is that patients generally must initiate the call; quitlines that proactively call interested patients may have better success attracting users.
- Identifying appropriate patients as another apparent barrier: While providers can serve an important role in directing patients to a quitline, patients are unlikely to follow through with such services unless they are ready to quit. Educating providers about which patients are most likely to benefit from a quitline referral can help ensure that only appropriate patients are referred to the program.
Description of the Innovative Activity
In Wisconsin's Fax to Quit program, trained health care providers at more than 500 participating clinic sites who identify a tobacco user during a routine health care visit educate the patient on the availability of the Wisconsin Tobacco Quit Line, a phone-based tobacco cessation counseling service. If the patient expresses an interest in quitting, the provider completes a form with patient contact information and faxes it to the quitline. A quitline coach calls the patient within 3 days to initiate counseling. To optimize participation in Fax to Quit and to ensure that appropriate patients are linked to the service, state-based outreach workers train providers in the fax referral service during visits to practices to explain tobacco cessation guidelines and services. Key elements of the program include the following:
- Using outreach workers to recruit providers: University of Wisconsin Center for Tobacco Research and Intervention (hereafter referred to as “the Center”) outreach workers describe the Fax to Quit program when visiting local health systems, hospitals, and clinics as part of their efforts to promote use of Treating Tobacco Use and Dependence clinical practice guidelines from the U.S. Public Health Service. Outreach workers explain how the program can be integrated into the “5 A's” (Ask, Advise, Assess, Assist, Arrange) of tobacco cessation. Because Fax to Quit has now achieved nearly full saturation among medical providers across the state, program developers are reaching out to new provider groups, such as dentists and mental health/substance use practitioners.
- Training providers on the program and appropriate referrals: Outreach staff work with each provider site on an individual basis to help the site systematically integrate Fax to Quit into tobacco treatment. Outreach staff provide 10 to 15 minutes of training to providers, with a focus on available quitline services, the ability of Fax to Quit to serve as a treatment extender, and how to use the fax referral form. Critical to the success of the program, the training emphasizes which types of patients are most likely to benefit from quitline services and therefore should be targeted for recruitment. This education maximizes the chances that appropriate patients are referred to the quitline and increases the chances that a referral will lead to participation in quitline services. Outreach workers also distribute a provider manual to support implementation. Clinics that hear about the Fax to Quit program from colleagues may request an outreach visit or contact the Center for brief phone-based training in order to participate in the program.
- Informing and educating appropriate patients about quitline: Following the “5 A's,” participating providers ask patients about their tobacco use, advise tobacco users to quit, and assess their willingness to quit within the next 30 days. For those indicating a desire to do so, the provider assists by prescribing medication if appropriate and describing the state's tobacco cessation quitline. The provider also gives interested patients a quitline brochure, business card, and bookmark. The brochure describes quitline service options, which include one-on-one telephone-based counseling with a coach, a Web-based counseling program with a discussion forum (called WebCoach TM ), a free 2-week starter kit of over-the-counter nicotine replacement therapy, printed self-help materials, and referrals to local tobacco cessation resources. Users may participate in any number and combination of quitline services.
- Faxing referral form for patients interested in proactive quitline contact: The provider asks the patient if he/she would like to receive a call from a quitline coach. If so, the provider arranges the call by completing and faxing a referral form to quitline staff, who then enter the information into an electronic system. As of July 2011, more than 500 participating provider sites have referred over 21,000 patients in this manner. The form includes the following:
- Provider information: The form is preprinted with the provider's identification and contact information.
- Patient information and consent: The patient fills in his/her name, contact information, language preference, type of tobacco used, preferred time for contact, and specific issues the provider or patient would like the quitline coach to cover (such as asthma or pregnancy). The patient's signature on the bottom of the form confirms that he/she consents to be proactively contacted by a quitline coach.
- Reminders: The form includes a reminder that the patient is being referred because he/she expressed readiness to quit within 30 days, as well as a notation of the caller identification that will appear on the patient's telephone when the quitline coach calls.
- Contacting patient: A quitline coach attempts to initiate contact with the patient within 3 days, and makes up to four subsequent attempts if the first attempt fails. Overall, approximately 65 percent of quitline referrals result in contact with the patient. Once the coach reaches the patient, he/she describes available services and enrolls the patient in them as appropriate.
- Following up with provider: The quitline coach faxes an update to the provider, indicating whether he/she reached the patient and, if so, what services the patient requested. The provider can include this information in the medical record and discuss it with the patient during the next office visit. Each month, the program sends a report to each participating provider site with statistics on number of patients contacted, services requested, and other utilization indicators. Outreach staff use the monthly fax referral report to identify provider sites with low referral and/or enrollment rates and then offer additional technical assistance and support to get them back on track.
Context of the Innovation
Funded by the Wisconsin Department of Health Services and administered by the Center, the Wisconsin Telephone Quit Line has fielded more than 170,000 calls and provided free counseling to more than 100,000 tobacco users since its establishment in May 2001 (representing more than one-eighth of smokers in the state). The impetus for the program came from Center leaders, who recognized that limited funding for advertising the quitline impeded the ability to generate a steady flow of clients. These leaders decided to use the Center's existing tobacco cessation outreach program as a mechanism for promoting fax referrals from providers.
Results
One of only a few fax referral programs to have been formally evaluated, Fax to Quit has been successful in encouraging a majority of those contacted to sign up for quitline services, and has generated higher satisfaction and higher quit rates than among quitline users simply told about the service by their provider.
- High acceptance rate: When the Fax to Quit program started in 2003, only about 20 percent of tobacco-using patients contacted by the program signed up for quitline services. By July 2011, that figure reached approximately 55 percent, an acceptance rate considered quite high by program developers.
- Greater satisfaction with services and provider: 96.8 percent of quitline users referred by providers under the Fax to Quit program were satisfied with quitline services, compared to 92.2 percent of those simply told about the quitline by their provider. (This difference did not meet the test of statistical significance.) Satisfaction with the quitline coach averaged 98.6 percent among Fax to Quit participants, slightly above the 93.7-percent satisfaction rate in the comparison group. Overall, 91 percent of Fax to Quit participants felt their health care professional was helpful in the decision to try quitting, well above the 77.5 percent of those in the comparison group. (These last two differences met the test of statistical significance.)
- More likely to quit: 91.6 percent of those referred under Fax to Quit made a serious attempt to quit tobacco use, compared to 83.2 percent of those in the comparison group. Those referred under Fax to Quit also had higher 7-day (52.5 percent versus 42.1 percent) and 30-day abstinence rates (46.8 percent versus 32.7 percent), although the difference in 7-day rates did not meet the test of statistical significance.
Planning and Development Process
Selected steps included the following:
- Consulting with funder and vendor: Center staff (including the physician director and outreach staff) consulted with the Wisconsin Department of Health Services to review the concept behind Fax to Quit and obtain approval to launch it. They also worked with the quitline vendor to operationalize the process, including developing the referral form and the process for handling fax referrals.
- Training outreach staff: Program developers trained outreach staff to incorporate information about the program into discussions with providers, educate providers about which patients should be referred, and help clinics develop a process for handling the fax referrals.
- Monitoring outcome data and eliciting feedback: Based on the monthly utilization reports and feedback from providers, program developers implemented several improvements including revising the form to help streamline information collection, adding screening information on the referral form to remind providers which patients are ideal candidates for referral, improving monthly communications and other feedback regularly sent to providers, and developing a leave-behind manual that details the steps in successfully implementing the Fax to Quit program and addresses questions commonly asked by providers.
- Piloting referrals via electronic health record: Program developers are currently piloting a process that will allow providers to submit referrals electronically through patients' electronic health records.
Resources Used and Skills Needed
- Staffing: The program required no new staff, as existing staff (including the quitline coordinator and outreach staff) incorporate it into their daily routines, with only a small percentage of their time dedicated to Fax to Quit. Outreach staff tend to be masters-level public health educators, administrators, or researchers. Would-be adopters that do not have outreach staff at their disposal will likely have to hire qualified personnel to recruit and train participating providers.
- Costs: Because the program uses existing personnel and resources, it required little if any additional financial outlay. As noted, those without existing staff will likely need to bear the costs of hiring and training outreach staff.
Tools and Resources
The Center manual for adopting Fax to Quit (including the referral form), called “Fax to Quit: A Step-by-Step Guide for Healthcare Organizations,” is available by contacting program developers.
The U.S. Public Health Service's clinical practice guideline: Treating tobacco use and dependence: 2008 update is available at: http://www.ahrq.gov/professionals/clinicians-providers/guidelines-recommendations/tobacco/index.html.
Getting Started with This Innovation
- Consider alternate vehicles for implementation: The outreach program in Wisconsin is somewhat unique. States that do not have outreach workers who discuss tobacco cessation with providers will need to find a different way to introduce the program to providers or incorporate it into existing programs.
- Ensure quality control by limiting provider participation: In Wisconsin, providers can participate in Fax to Quit only after having completed a brief training on how to use the referral system. Initially, the Center enrolled any interested site, but through experience decided to focus on medical sites, dropping other sites (e.g., employers, community organizations) that did not serve as effective referral sources.
- Identify program champion at each site: Would-be adopters should identify a Fax to Quit program supporter at each provider site to serve as a contact person and help spread information about the program to colleagues. The program champion could be a physician, nurse, medical assistant, quality improvement staff, or other supportive staff.
- Emphasize benefits when seeking provider buy-in: When recruiting providers, present the fax referral service as a treatment extender that can help physicians in their efforts to promote tobacco cessation with patients. Providers also benefit by receiving feedback on the outcome of referrals, both with regard to individual patients as well as aggregate site data so that they can see how their referral and enrollment rates compare to other clinic sites.
- Build referrals into clinic workflow: Help each practice site determine the easiest way to incorporate fax referrals into its existing workflow, thus increasing the likelihood that practices will routinely participate. If the process is easy to do and clinic staff do not have to think about how to incorporate it into their workflow, they are more likely to support the program and generate referrals.
- Teach providers which patients to refer: Quitline coaches will be more successful in linking patients to services if providers refer only patients who are ready to quit.
Sustaining This Innovation
- Maintain links with provider sites: Outreach personnel should maintain up-to-date lists of primary contacts at each provider site, allowing them to maintain relationships with participating providers and to update fax referral forms with new contact information when necessary.
- Follow up with providers: Program developers should create and routinely follow a formal process to ensure that providers receive details about the outcome of patient contacts with the quitline. Developers should also monitor site utilization and referral data, offering ongoing technical assistance and support to sites that need it.
- Evaluate program outcomes: Approximately 49 of the 53 quitlines in the United States offer some form of fax referrals for health care professionals. Very few of these evaluate its impact on patient satisfaction and quit rates and are therefore limited in their ability to demonstrate the service's impact.
Contact the Innovator
Note: Innovator contact information is no longer being updated and may not be current.
Kathleen H. Kobinsky, MPH, CHES
Wisconsin Tobacco Quit Line Coordinator
University of Wisconsin Center for Tobacco Research and Intervention
University of Wisconsin School of Medicine and Public Health
1930 Monroe Street, Suite 200
Madison, WI 53711
Phone: (608) 265-5617
E-mail: ks6@ctri.wisc.edu
Robert Adsit, MEd
Director. Education and Outreach Programs
University of Wisconsin Center for Tobacco Research and Intervention
University of Wisconsin School of Medicine and Public Health
1930 Monroe Street, Suite 200
Madison, WI 53711
E-mail: ra1@ctri.wisc.edu
Innovator Disclosures
Ms. Kobinsky and Mr. Adsit have not indicated whether they have financial interests or business/professional affiliations relevant to the work described in this profile; however, information on funders is available in the Funding Sources section.
References/Related Articles
Information about Wisconsin's Tobacco Quit Line is available at: http://www.ctri.wisc.edu/quitline.html.
Kobinsky KH, Redmond LA, Smith SS, et al. The Wisconsin Tobacco Quit Line's Fax to Quit program: participant satisfaction and effectiveness. Wisconsin Medical Journal. 2010;109(2):79-84. Available at: http://www.wisconsinmedicalsociety.org/_WMS/publications/wmj/pdf/109/2/79.pdf
Perry RJ, Keller PA, Fraser D, et al. Fax to Quit: a model for delivery of tobacco cessation services to Wisconsin residents. Wisconsin Medical Journal. 2005 May;104(4):37-40, 44.
Footnotes
Kobinsky KH, Redmond LA, Smith SS, et al. The Wisconsin Tobacco Quit Line's Fax to Quit program: participant satisfaction and effectiveness. Wisconsin Medical Journal. 2010;109(2):79-84. Available at:http://www.wisconsinmedicalsociety.org/_WMS/publications/wmj/pdf/109/2/79.pdf
2008 PHS Guideline Update Panel, Liaisons, and Staff. Treating tobacco use and dependence: 2008 update U.S. Public Health Service Clinical Practice Guideline executive summary. Respir Care. 2008 Sep;53(9):1217-22. [PubMed]
Cummins SE, Bailey L, Campbell S, et al. Tobacco cessation quitlines in North America: a descriptive study. Tob Control. 2007 Dec;16 Suppl 1:i9-15. [PubMed]
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