The experiences of healthcare providers who refer to a campus-based pharmacy clinic: a qualitative analysis
Tara F. Wheeler 1 , Sharon Leitch 2 * , Carlo A. Marra 11
2
Abstract
The University of Otago School of Pharmacy Clinic (the Clinic) is a campus-based non-dispensing clinic that offers consultation-based medicines optimisation services to patients.
This project aims to understand the experiences and opinions of healthcare providers who have referred patients to the School of Pharmacy Clinic, specifically: their motivation for referring patients; how the Clinic impacts providers, patients and the wider health system; provider satisfaction; and opportunities for further collaboration.
Semi-structured interviews were used to collect data from 15 participants who represented five health professions. An inductive reflexive thematic analysis approach was used to analyse the dataset from which codes and themes were developed. Normalisation Process Theory (NPT) was used to structure the interview guide and as a framework to present themes.
Seven themes were developed; ‘Perceptions of Pharmacists’ (Coherence), ‘Motivators for Engagement’ and ‘Barriers to Engagement’ (Cognitive Participation), ‘Utility of Pharmacist Feedback’ and ‘Opportunities’ (Collective Action) and ‘Referrers’ Experiences’ and ‘Patient-centred Care’ (Reflexive Action).
Healthcare providers described predominantly positive experiences. Medically complex cases and patients requiring medicines education were most likely to be referred for consultation. Engaging with the Clinic presented valuable opportunities for interprofessional collaborative practice and continuing professional education. Referrers would like more regular contact with Clinic pharmacists to encourage interprofessional collaborative relationships. Patients were thought to benefit from their pharmacist’s clinical expertise, time, patient-centred approach and subsequent medication and health optimisation. Integration of Clinic pharmacists into specialist outpatient clinics at Dunedin Hospital may broaden the scope and improve efficiency of their services.
Keywords: clinical pharmacy service, health care quality, health services research, normalisation process theory, pharmacy clinics, pharmacy education, program evaluation, quality of health care.
WHAT GAP THIS FILLS |
What is already known: The first university-based pharmacy clinic in Australasia provides a unique setting for pharmacy care and education in New Zealand. Little is understood about the experiences of healthcare providers who have referred their patient for a consultation at the Clinic or how well the service is meeting their needs. |
What this study adds: Healthcare providers valued the opportunities for interprofessional collaborative practice and continuing professional education presented by the Clinic. Perceived benefits to patients and the broader healthcare system support the rationale for ongoing service development. |
Introduction
The University of Otago School of Pharmacy Clinic, He Rau Kawakawa Whare Haumanu (the Clinic), was established in 2019. The campus-based clinic provides non-dispensing pharmacy services by a team of registered pharmacists practising in the scope of pharmacist and pharmacist prescriber and is a training centre for undergraduate pharmacy students. The Clinic aims to deliver high-quality medicines optimisation and prescribing services, support ongoing pharmacy workforce development and pilot and explore the feasibility of clinic-based pharmacy services in New Zealand.
The Medicines Assessment and Support Service is the Clinic’s core free-to-patient service, whereby pharmacists work with patients and healthcare providers to identify and address medicines-related problems. It consists of four phases of pharmacist input: pre-consultation preparation, patient consultation, post-consultation review and communication (Table 1). All community-dwelling adults residing within the Te Whatu Ora Southern geographic locality are eligible for consultation at the Clinic. Patients with polypharmacy or complex medication regimens are most suited to a review at the Clinic. Patients can either self-refer or be referred by their healthcare provider.1 Bachelor of Pharmacy students are involved in the delivery of all aspects of the Medicines Assessment and Support Service when on placement at the Clinic, under the supervision of a registered pharmacist.
There has been no formative evaluation of the Clinic to date. This research aims to address the question ‘What are the experiences and views of healthcare providers who have referred patients to the School of Pharmacy Clinic?’ Specific objectives are to understand healthcare providers’ motivations for referring their patients to the Clinic, to explore healthcare providers’ satisfaction with the Clinic, to explore how collaboration with the Clinic impacts providers and how they perceive it to impact their patients and the wider health system and to explore opportunities for improved collaborative practice. Findings will be used to inform continuous development of the Clinic services and outreach.
Methods
The research design was based upon the ontological assumption of critical realism, and epistemological assumption of contextualism. These philosophical constructs assume that our perceptions of reality (ontology) and subsequent acquired knowledge (epistemology) is inherently subjective and will differ depending on context.2 These assumptions recognise the influence of the researcher’s perspective on data collection and analysis; a salient point in this instance as this research was principally undertaken by a Clinic pharmacist (TW).2
This qualitative research used semi-structured interviews to explore participants’ experiences and perceptions of the Clinic. These interviews stimulated discussion with flexibility to adapt to topics offered by the interviewee and gather a rich and detailed dataset.2,3 Normalisation Process Theory (NPT) is a sociological toolkit that supports understanding of the social processes influencing the implementation and integration of complex healthcare interventions, such as the Clinic.4,5 Use of NPT facilitates an implementation science approach to process evaluation, to understand the impact of new innovations and identify barriers and facilitators to their implementation.4 NPT has been widely used to investigate the implementation and feasibility of healthcare innovations, including pharmacist-led medication safety innovations.6–9 NPT constructs (Coherence, Cognitive participation, Collective action and Reflexive monitoring) were used to structure the interview topic guide (Table 2). NPT constructs were also applied to themes inductively derived from the dataset in the final stage of data analysis to facilitate understanding of the Clinic integration within the context of the New Zealand health system and health services available in Dunedin.10 The interview topic guide was piloted on a pharmacist on 13 April 2022, with an observer present. Feedback from the pilot resulted in minor changes to the guide.
NPT Construct4 | Example questions | |
---|---|---|
Coherence | ||
‘The sense-making work that people do individually and collectively when they are faced with the problem of operationalising some set of practices.’ | Do you have concerns about the safe and effective use of medication in your patient group? | |
How confident are you in your patients’ ability to access clinical pharmacy services or medication review services? | ||
Cognitive participation | ||
‘The relational work that people do to build and sustain a community of practice around a new technology or complex intervention’ | What are the reasons why you might refer a patient for consultation at the School of Pharmacy Clinic? | |
When you refer a patient to the School of Pharmacy Clinic, how do you expect the consultation will benefit your patient? | ||
Collective action | ||
‘The operational work that people do to enact a set of practices, whether these represent a new technology or complex healthcare intervention’ | What might encourage or prevent you from engaging with the School of Pharmacy Clinic more often? | |
What might enable more effective collaboration between yourself and the School of Pharmacy Clinic? | ||
Reflexive monitoring | ||
‘The appraisal work that people do to assess and understand the ways that a new set of practices affect them and others around them’ | Have your experiences collaborating with the School of Pharmacy Clinic met or exceeded your expectations? | |
Can you describe any negative experiences or outcomes from your collaboration with the School of Pharmacy Clinic? |
Sampling and recruitment
Eligible participants were healthcare providers who had referred one or more patients for consultation at the Clinic between 1 January 2021 and 18 March 2022, and at least one of the provider’s referred patients attended their consultation prior to participant recruitment. Referral data was used to identify a sample of 33 eligible participants. Twenty-nine healthcare providers were invited to participate in the study, provided with the study information and consent form and invited to ask questions about the study via email. Four eligible participants could not be contacted. Fifteen participants consented and participated in the study (Table 3).
Participant | Health profession | Prescriber | Hospital or community based | |
---|---|---|---|---|
P1 | Dietician | N | Hospital | |
P2 | Dietician | Y | Community | |
P3 | Dietician | Y | Community | |
P4 | Physician | Y | Community | |
P5 | Physician | Y | Hospital | |
P6 | Physician | Y | Hospital | |
P7 | Nurse | Y | Hospital | |
P8 | Nurse | N | Hospital | |
P9 | Nurse | Y | Community | |
P10 | Pharmacist | N | Community | |
P11 | Pharmacist | N | Hospital | |
P12 | Pharmacist | N | Hospital | |
P13 | Physiotherapist | N | Hospital | |
P14 | Physiotherapist | N | Community | |
P15 | Physiotherapist | N | Hospital |
Data collection and analysis
All interviews were conducted by TW, a Clinic pharmacist and postgraduate student. Interviews were held either in-person at the Clinic or via Zoom and ranged in duration from 15 to 35 min. Two interview recordings were transcribed verbatim by TW. The remaining 13 interview recordings were transcribed using a third-party secure transcription service, Rev© (https://rev.com). Transcriptions were returned to each participant to check for accuracy. Any requested corrections were made prior to commencement of data analysis.
Data analysis was conducted using reflexive thematic analysis.2,11,12 This method was chosen because it is congruent with the underlying philosophical assumptions, in particular acknowledging that the collection and analysis of data is influenced by the position of the researcher and the context in which the research is conducted. It also recognises that these influences are integral to the analytic outputs.11
An inductive approach was used to identify words, phrases, sentences or paragraphs thought to provide insight or meaning to the research aim. Coding per transcript, not per question, facilitated pattern identification across the dataset. Two transcripts were independently coded by both TW and SL and the codes were discussed. TW conducted all remaining coding and analysis. Codes were then reviewed and merged, deleted or renamed as appropriate.
Codes were grouped into preliminary themes thought relevant to the research question. Themes were evaluated by re-visiting codes and checking the coded data to ensure each theme provided a robust and accurate representation of the dataset. Some preliminary themes were merged at this stage, and some were renamed to better reflect the codes they encompassed.11,12 In this final phase the NPT framework was introduced and themes were categorised into the four NPT constructs. This implementation science lens was used to identify facilitators and barriers to the ‘normalisation’ of referral to the Clinic by local healthcare providers.
Ethical approval (Category B) was granted by the University of Otago School of Pharmacy Human Ethics Committee (D22/069).
Results
Coherence: ‘Perceptions of pharmacists’
Coherence included participants’ understanding of the aims and objectives of the Clinic, how it differs from other services and the scope for how they will interact with it.4,13 Participants recognised that pharmacists work across different healthcare settings and that the day-to-day duties of those pharmacists may differ. Clinic pharmacists were regarded as medication experts, which was a useful tool for achieving legitimacy, buy-in and engaging patients in their medication therapy.
I think there’s some benefit in having somebody perceived as a specialist in an area get the message across to a patient. I think, in a bizarre way, like I need to speak to the doctor, I think speaking to the specialist in, say, in pharmacy, I think is equally relevant, and they might have an ear to listen to it rather than listen to me. P5 (Physician)
If I can have that pharmacy stuff looked at by a specialist … it just means that there’s that specialty view and input, and even if it supports what I’m thinking of the decisions that I’ve made, it’s just really helpful. P9 (Nurse)
Cognitive participation: ‘Motivators and barriers for engagement’
Cognitive participation reflected referrers’ engagement with the Clinic.4,13 Participants primarily chose to refer their patients to the Clinic due to medication safety concerns. Polypharmacy, high-risk medications (particularly opioids), complexity of co-morbidity and patients’ lack of understanding of medicines were common motivators for referral.
Some [patients referred to the Clinic] have been on complex medication regimes that just sort of need a good look at and a good sort out and perhaps some simplifying. P9 (Nurse)
[I referred] for clinical input […] I wanted the advice of the pharmacist on the best way to withdrawal from the opioids and to liaise directly with that person’s GP to make a plan. P13 (Physiotherapist)
I know a couple [of my referrals] have been around compliance and I guess sort of a lack of knowledge or understanding about their medications. P9 (Nurse)
Referrals were also made by providers seeking a second opinion. These included prescribers seeking a review of their prescribed pharmacotherapy, or pharmacists seeking support in medicines optimisation or patient education.
I feel a lot more safe and secure having someone else with more experience in some of those medications having a look. So a second opinion on ‘do you think these are actually warranted?’ or ‘have you considered this interaction with this medication?’ or ‘have you considered using a different drug instead for this reason?’. P6 (Physician)
Unfamiliarity with the Clinic was a barrier that prevented participants from referring more patients to the service. Unfamiliarity included knowledge gaps around service specification, operations, referral pathways and referral criteria. Patients requiring referral to multiple community-based providers may not be referred to the Clinic if their medication-related problem was not deemed of highest acuity.
When I then understood what the Clinic did, and actually benefited from talking to the pharmacists at work here, and the results … and how a consult might play out, it then became a lot easier to refer, because it could tell a patient ‘Actually this is what you’re going to expect’. P10 (Pharmacist)
Not always is there something overtly sort of putting its hand up to say ‘it’s medication and this really needs to be dealt with’, but I think probably it comes as a ‘it’s really important to do and we probably should do more of it’ … but I don’t know if that’s really going to be the highest priority for that person … and we might already have 10 others [referrals to make]. P1 (Dietician)
Time constraint was an important barrier to engaging with the Clinic.
It’s just you get busy and kind of just, you end up and you’re running the rat race rather than actually thinking and sitting back and thinking about things … so I probably need to use [the Clinic] more. P2 (Dietician)
At times patients had not consented to a referral. Reasons included not being interested, not feeling the timing was right, the location was inconvenient or believing the Clinic was student-run.
I’ve had a couple of people turn down the offers of being referred to the Clinic, because they’re just, ‘Oh, I’ve just broken a hip,’ … ‘I’ve just had a heart attack’ … ‘I’m not interested right now’ … and it’s possibly just overwhelming for them. P11 (Pharmacist)
Collective action: ‘Utility of pharmacist feedback’ and ‘Opportunities’
Collective action described the actions that referrers needed to change their practice and implement new ways of working.4,13 Fourteen participants had received written feedback from the Clinic and described it as high-quality, thorough and detailed. Although satisfied with the quality of the written feedback, many participants did not specifically use the information in the ongoing care of their patient or act upon the pharmacists’ recommendations. This was usually because the patient was no longer under their care, or the recommendation was not within the referrer's scope of practice. Participants strongly agreed that the Clinic feedback would be most valuable for the patient’s general practitioner who had a responsibility to act upon any recommendations.
I don’t tend to do anything with [the pharmacist’s feedback] […] ‘cause we don’t have that ongoing [input]. P1 Dietician
[I didn’t implement any of the pharmacist’s recommendations] because it was up to the GP to, take charge of that so none of us are … I mean we didn’t prescribe the medications, so that was always discussed with the GP, and the GP slowly integrated those changes. P2 (Dietician)
Ongoing professional education was considered one of the main benefits of collaborating with the Clinic. Although providers may not have used the pharmacist’s feedback in the care of the referred patient, they were able to apply it to the care of other patients.
I learn a lot from the letters that come back as well and I make sure that I’m taking from that, learnings around what I thought was going on with the patient, compared to what my pharmacy colleagues think is going on … and that can guide me in my subsequent advice to the patients as well. So I learn a lot myself, consequently, which is beneficial I presume to the service … my subsequent information that I give patients, is probably more likely to be accurate. P15 (Physiotherapist)
Continuing to develop and grow professional working relationships was identified as a key opportunity for improved collaboration between the Clinic and referrers.
I think maybe keeping a regular contact with the service of like ‘this is who we are, this is how we work’ […] ‘this is what we’ve done for this client’ […] so that needs assessors can go ‘oh ok right, so that’s how that service has been used before, I might be able to do it like that too’. P1 (Dietician)
Specialist outpatient service providers believed a formal collaborative agreement with the Clinic would improve the quality of their current service provision and make the most of the resourcing they have, particularly if Clinic pharmacists were integrated into their multidisciplinary teams. Provision of pain medication information and advice for patients was highlighted as a particular area of need that a Clinic pharmacist could fulfil. Co-location was thought likely to enhance effective interprofessional collaboration and patient experience.
It’s all a matter of resourcing, and for us, [consultant] specialists are the people who do our medication input, but that’s a very limited resource […] so having a clinical pharmacist that can sit into that role makes a really efficient use of time and resources. P13 (Physiotherapist)
I think [close collaboration with the Clinic] is part of a wider review of service, where you think actually should this not be a cornerstone of how we manage these patients before they even get near [our specialist service]? […] I think if they came to me, me knowing they’ve seen you, and they’ve done all the other [rehabilitation], it’s a much easier journey for me to work out, say, ‘Right, yep. Fine. I think we’ve agreed on this, we’ve exhausted this. Let’s move on’. P5 (Physician)
Reflexive monitoring: ‘Referrers’ experiences’ and ‘Patient-centred care’
Reflexive monitoring encompasses critical, formal and informal evaluation of the Clinic.4,13 Participants valued the interprofessional support they received by collaborating with the Clinic. They identified that the Clinic provided appropriate clinical support across various contexts including second opinion, peer review of prescribing and pharmacotherapy and clinical input when the patient’s needs were out of the referrer’s scope. Participants felt their prior patient communication was reinforced appropriately by pharmacists at the Clinic and indicated that their subsequent patient interactions became easier and more efficient after the appointment. Participants valued the addition of a clinical pharmacist’s skillset and expertise to the multidisciplinary package of care offered to their patients and felt supported by the ability to offer an alternate professional assessment and opinion.
I think [a benefit of the Clinic is] that collegial support, isn’t it? In a prescribing role and you’re dealing with complex people and medications, I think it goes without saying that even to be able to pick up the phone and have a conversation sometimes is helpful. P9 (Nurse)
I think the time that you spend with the patient is invaluable. General practitioners cannot spend an hour with a patient, discussing medication, so I think that’s probably your biggest winner, because you can unpack a lot of that back story in an hour that you can’t do in a shorter time. And a lot of these people have a lot to tell, a lot to share. P15 (Physiotherapist)
Discussion
This research provides insights into the experiences of healthcare providers with the first university-based pharmacy clinic in Australasia. Clinic pharmacists were perceived as medicines experts well-placed to review treatment plans and optimise medication therapy. Medically complex cases and patients requiring medicines education were deemed most suitable for a consultation. Participants appreciated the ability to incorporate a clinical pharmacist’s expertise and perspective into their team and felt supported through collaborative practice. The written feedback was a valuable opportunity for referrers’ continuing professional education about optimal use of medicines. Patients were thought to benefit from the time and attention Clinic pharmacists could offer them and the Clinic provided an important platform to improve patient experience, autonomy and health. Barriers to engagement with the Clinic recommendations included patient discharge, or if the participant felt acting on the recommendations was outside their scope of practice. Unfamiliarity with the Clinic was also a barrier to engagement. Referrers would like more contact with Clinic pharmacists to encourage interprofessional collaborative relationships, with some providers seeking co-location of Clinic pharmacists within their facility. Providers working in specialist outpatient services identified opportunities to embed a Clinic pharmacist’s expertise into their multidisciplinary team to improve the capacity and efficiency of their service.
Strengths of this study include a heterogeneous sample of recruited participants, a sufficiently large cohort to generate a rich dataset for pattern identification,2 the use of an inductive approach to data analysis given the exploratory research aims and lack of evidence base to support the development of a clear hypothesis11 and the application of themes derived from the dataset to an implementation science framework (NPT) which facilitated the translation of findings into actionable implications for continuous improvement at the Clinic.4 Limitations include specific recruitment of participants who had previously shown willingness to collaborate and were therefore potentially more likely to express satisfaction and support for the service, participants were recruited up to 15 months after referral which may have contributed to recall bias and impacted the detail of feedback they were able to provide and recruitment of only one general practitioner is insufficient to obtain a robust understanding of the experiences of general practitioners as a group or to gain insight about the uptake of pharmacists’ recommendations in primary care.
There is a limited body of research describing and evaluating the medicines optimisation services delivered by similar campus-based clinics.14–23 Participants valued the unique opportunity for interprofessional collaborative practice that engaging with the Clinic presented. It is generally accepted that quality interprofessional collaboration is needed to meet the needs of complex patients, who were commonly referred for consultation.24 Researchers at the Medicines Assessment Centre, University of Saskatchewan interviewed five referring physicians. They reported similar experiences, including an appreciation for pharmacists’ patient-centred approach and opportunity for collaborative practice. Physicians also felt patients would benefit from education and subsequent medicines optimisation after their visits.14 These findings were supported by a survey of family physicians that reported high levels of satisfaction and appreciation for evidence-based recommendations, simplifying complex medication regimens and patient education.20 Literature evaluating the integration of pharmacists in general practice has reported a similar sense of security and interprofessional support experienced by healthcare providers in these practices.25–28
Communication is a core aspect of the Clinic’s Medicines Assessment and Support Service. Participants valued the Clinic pharmacists’ communication both with their patients and with themselves. Effective communication is essential to interprofessional collaboration.24,29 Researchers at the Pharmacists Clinic at the University of British Columbia interviewed family physicians about barriers and enablers of integrating a pharmacist from the Pharmacists Clinic into their practice. They found that face-to-face contact between pharmacists and physicians following the pharmacist’s assessment would render the assessment more useful to the physicians. This contact made it easier for physicians to identify and refer appropriate patients for a pharmacist review.23
Several participants suggested the Clinic pharmacists could play an important role in providing patients with pain medication information and advice as part of an integrated multidisciplinary team. Pharmacists’ contribution towards pain management is well recognised.30–33 In 2019 the Medicines Assessment Centre, University of Saskatchewan piloted a pharmacist-led interprofessional opioid pain service after identifying that 28% of patients referred to their service were taking an opioid for chronic pain.17
Misconceptions of the Clinic’s scope, capacity of service and referral pathway and criteria were cited as barriers to engagement. Improving local healthcare providers’ understanding of the Clinic’s service specification and how it can contribute to shared objectives will help to foster more effective interprofessional collaboration.29 Clinic staff could deliver in-service talks, participate in team meetings and peer review sessions to remind referrers of the service and answer questions. Clinical case presentations to the referring team could demonstrate impact and clarify scope of the service. Developing a strategic marketing and engagement plan may support optimal allocation of resources needed to complete this work.
Participants showed enthusiasm to explore closer collaborative working relationships between the Clinic and hospital outpatient services which could involve co-location of services. Further consultation and a pilot study is needed to explore how best to deliver these suggested models of care. Further research is needed to understand barriers to referral and uptake by general practitioners, and how general practitioners act upon recommendations from the Clinic. The perceptions and experiences of patients, Clinic staff and pharmacy students are needed to fully understand the impact of the Clinic. A cost effectiveness analysis would support a comprehensive service evaluation.
Conclusion
Healthcare providers reported predominantly positive experiences collaborating with the Clinic. They valued opportunities for interprofessional collaborative practice, continuing professional education and improved patient-centred care. Perceived benefits to patients and the broader healthcare system support the rationale for ongoing service development and evaluation.
Data availability
The data that support this study cannot be publicly shared due to ethical or privacy reasons and may be shared upon reasonable request to the corresponding author if appropriate.
Conflicts of interest
Authors are employed by the University of Otago. TW is a Pharmacist at the School of Pharmacy Clinic, SL is a Senior Lecturer at the Department of General Practice and Rural Health, CM is Professor and Dean of the School of Pharmacy.
Declaration of funding
The Clinic was established with funding from the School of Pharmacy and the University of Otago and ongoing operational work is funded by the School of Pharmacy. Funding from the University of Otago Masters’ Research Scholarship was used to support this project.
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