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Related Experiment Video

Updated: Dec 23, 2025

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Improving Ambulatory Health Care Proxy Completion Rates: Implementing an Interdisciplinary Clinic-Based Process.

Lauge Sokol-Hessner1, Griffen Allen, Jennifer Cluett

  • 1Beth Israel Deaconess Medical Center, Boston, MA Medical College of Georgia, Augusta, GA.

American Journal of Medical Quality : the Official Journal of the American College of Medical Quality
|April 21, 2020
PubMed
Summary

Completing a health care proxy (HCP) is crucial for all adults. An interdisciplinary primary care process significantly increased the percentage of patients with completed HCPs, improving advance care planning.

Keywords:
advance care planningadvance directivesurrogate medical decision maker

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Area of Science:

  • Primary Care Medicine
  • Health Services Research
  • Public Health

Background:

  • Health care proxies (HCPs) are vital for ensuring patient autonomy, particularly for those with serious illnesses or at risk of losing capacity.
  • Implementing effective strategies to increase HCP completion rates in primary care settings remains a challenge.

Purpose of the Study:

  • To describe the implementation of an interdisciplinary process for assisting patients in completing health care proxies during routine primary care visits.
  • To evaluate the impact of this process on HCP completion rates within an urban academic primary care practice.

Main Methods:

  • The study employed direct observations to map the interdisciplinary process for HCP completion.
  • Pre- and post-implementation data were collected to measure changes in HCP completion percentages.
  • Physician leaders identified key facilitators and barriers to the implementation process.

Main Results:

  • A significant improvement in HCP completion rates was observed post-implementation (1.4% vs 26.1% in the North Suite).
  • The overall percentage of patients with HCP information in the clinic rose substantially (e.g., 37% to 80% in the North Suite).
  • Statistical analysis confirmed the significance of these improvements (Fisher exact test P < .0001).

Conclusions:

  • An interdisciplinary approach integrated into primary care can sustainably increase the percentage of patients with completed health care proxies.
  • This process facilitates advance care planning and ensures better alignment with patient preferences.
  • The findings support the scalability of such interventions in diverse primary care settings.