Online appendix 1: Patient navigation brochure Iowa City VA Health Care System Telehealth Team Care To schedule appointments, call; Toll Free: 1-800-XXX-XXXX Local: XXX-XXX-XXXX Basic Information To ensure patients receive the best care possible, the Iowa City VA Health Care System has created telehealth care teams. This may include members of both the infectious diseases specialty clinic team in Iowa City and the primary care team at your local clinic. Both teams are available to assist you with your care needs. Working with two teams may cause confusion. This sheet is designed to clarify what each team does and who they are. Infectious Diseases Specialty Clinic Team The infectious diseases specialty clinic team is available to answer questions and help you to manage HIV-related care. We look forward to working with you. Infectious Diseases Specialty Clinic Team Members Position Team Phone # Function Member Infectious Name Phone # Will arrange visits, lab tests or other Diseases tests you may need and guides you Specialty Clinic through the VA system Care Manager Scheduler Name Phone # Helps arrange appointments in both infectious diseases specialty clinic and primary care clinics, as well as appointments for labs Pharmacist Name Phone # Will assist with medication issues such as: side effects, drug interactions, refills for HIV medicines, ways to better take your medicines Physician Name Phone # Works with you to make your HIV care plan The Infectious Diseases Specialty Clinic Team: Online appendix 1: Patient navigation brochure Monitors and treats your HIV infection by looking at how you are feeling and your lab tests, such as CD4 counts and viral load. Prescribes and manages your HIV-related medications. The infectious diseases specialty clinic team will discuss the side effects the medications may cause and ways to reduce them. Assists with prevention of HIV-related infections. If you have concerns related to these issues, call (HIV clinic nurse care manager name here). If you are unsure of which team to contact, let (Name here) know and she will make an appointment with the infectious diseases specialty clinic team or direct you to primary care as needed. Primary Care Team Primary Care Team Members Name Contact Number Community Based Outpatient Clinic Nurse Care Manager Care Provider Primary care is available to care for all of your general health care needs. The primary care team will: Manage and monitor illnesses such as high blood pressure, diabetes, cholesterol, heart disease and depression Manage pain Treat breathing problems such as asthma, emphysema, chronic bronchitis Provide preventive care services o screening for smoking and alcohol use o cancer screening o vaccines (flu and pneumonia shots) If you have concerns related to these issues, call (primary care nurse care manager name here). What if I’m not sure who to contact? If you are not sure whether it is best to contact the Infectious Diseases or primary care clinics, or if you’re just not feeling well and need someone to talk to, please call the infectious diseases specialty clinic care manager, (name here). Online appendix 2: Telehealth Collaborative Care (TCC) Process Map HIV Clinic Prior to TCC visit HIV Provider Pharmacist Nurse Care Manager Primary Care Clinic Clerical Associate Laboratory Clerical Associate Nurse Associate Nurse Care Manager Registry reviewed TCC tasks note* created in chart Laboratory monitoring orders placed Patient visits laboratory 1 week prior to TCC visit During TCC visit Patient checks in, vitals and screenings performed† Patient visit with primary care provider (PCP) Telehealth visit with HIV care team TCC huddle Follow-up plan formulated‡ After TCC visit Primary Care Provider (Video telehealth link) Next TCC visit scheduled (Telephone) TCC huddle Follow-up plan formulated and relayed to PCP‡ Next TCC visit scheduled Repeat *Structured note detailing patient-specific care tasks and assigning responsibility to specific HIV or primary care team members, see text for description † Screenings for tobacco use, alcohol use, and depression ‡Follow up plan is detailed in both the HIV provider and primary care provider visit notes, focusing on issues assigned to their team for follow up, notes are shared across sites Online appendix 3: Semi-structured patient interview guide Collaborative Care for Veterans with HIV Evaluation Semi-structured Interview Guide: PATIENT Semi-structured interviews are open-ended to allow participants to freely express their answers to the questions. Additional questions may be asked by the interviewers to follow-up or to clarify participants’ responses. Hi, my name is _____, and I’m part of the research team evaluating recent changes in how the infectious disease/virology clinic at the Iowa City VA Health Care System (IC VA) provides health care to veterans with HIV. You recently spoke with (consenter) about participating in this evaluation. I’d like to talk with you today about the care you receive at your Community Based Outpatient Clinic, or CBOC [alternate: local VA primary care clinic], including your telehealth HIV appointments. This phone interview will take about 30 minutes. It’s completely voluntary, so if there is a question you prefer not to answer, just say “skip question.” You also can stop at any time. I’ll be recording the interview to ensure we accurately record what you say and so we can review your responses. The recording is encrypted and secured to protect the confidentiality of this interview. A random number will also be assigned to your study records so your interview cannot be linked back to you. And when we present results, we do so in a way that protects your identity. Additional details about the interview can be found in the informed consent document you discussed with (consenter) and signed. Before we begin, do you have any questions? [Start Audio] This is __________________, and I'm here with participant number _________; Today is ______ / ______ / _____. Are you aware that you're being tape-recorded? _____Yes _____No Access and Convenience, Care Coordination and Role Clarity [Description of change: In the past year or so there’s been a change in how your care is delivered at the VA. You have been assigned a PCP at a CBOC [VA primary care clinic] closer to your home. Your primary care team monitors common co-existing health conditions for persons living with HIV, like high cholesterol, high blood pressure, and diabetes. They also provide preventative care, like vaccinations and screening for changes in behavior or mood that may affect your overall health. Instead of driving to the IC VA for your virology clinic appointments, you now meet with the HIV team ((HIV clinic doctor name here) and his pharmacist (Pharmacist name here) and nurse care manager (name here) at your PC clinic via video conference.] 4 Online appendix 3: Semi-structured patient interview guide 1. In the past year or so the VA has changed how it delivers your HIV care. How did you used to get care before the change? a. (Regarding HIV care) i. When you came to the IC VA, who did you see for your HIV care? [Interested in name(s) of HIV team members, and team members’ position] ii. What types of things did you do during your appointments? iii. What types of health concerns did you discuss with (your previous care team)? iv. How did you get to these appointments? v. If you had a concern or question, who did you contact? b. Before the change, did you go to someone other than the infectious disease (ID) clinic for your general health care needs? (If yes): i. Who/where? [VA or non-VA, clinic or IC VA] ii. What types of health issues did (your PC team) address? iii. Do you know if (your PC team) talked with (the provider who monitored your HIV infection)? 1. Did any issues come up because your providers didn’t talk with each other about your care? [e.g., medication conflicts, management of comorbidities, missed diagnoses or inappropriate treatment plans] iv. With more than one provider, how did you decide who to contact about different health concerns or questions? 2. How do you get care now? a. What CBOC/primary care clinic do you go to most often for your general health care needs? i. Who do you see during these visits? [Interested in name(s) of PC team members, and team members’ position] ii. What types of things do you do during these appointments? iii. What types of concerns or health issues do you discuss with (your primary care team)? iv. Do you see a PCP outside of the VA? b. How have your HIV care visits changed? i. Where do your HIV appointments take place now? ii. How have the types of things that you do during your appointments with (HIV clinic doctor name here) changed now that they are telehealth visits? iii. Have the concerns or health issues you talk about with (HIV clinic doctor name here) changed? (If yes) What’s different? Why do you talk about different things now than you used to? 5 Online appendix 3: Semi-structured patient interview guide Care Coordination and Role Clarity 3. Sometimes when a patient has more than one person providing their care there can be confusion about who is taking care of specific health issues. a. What do you see as needs related to your HIV infection? i. What needs are related to your overall health, not specific to HIV? ii. How do you distinguish between the two? b. Are these the same needs (HIV clinic doctor name here) or (your PCP) address? i. (If no) How do they differ? Can you provide an example? c. Do you end up talking with (HIV clinic doctor name here) or (your PCP) about health concerns that fall outside of what you think they are supposed to address? i. Can you provide an example? ii. Why did you talk with that team about this concern? 4. With more than one provider, how do you decide who to contact about different health concerns or questions? [e.g., not feeling well now, chronic condition management] 5. Have you received the patient brochure that is designed to help you decide who to call for different types of health concerns? a. Have you used it to figure out who to contact? b. Did you have any questions about who to contact, or how? c. After you used it, did you feel you had contacted the right person? d. Can you provide an example of a time you used the brochure? e. Do you have any suggestions for how to improve the information provided on the brochure? 6. When a person has multiple providers it’s important that care teams share information about symptoms, diagnoses, labs, and medications. Think about (HIV clinic doctor name here)’s team and (your PC team). In your opinion, how well do they coordinate your care? a. Can you give me an example of a time where you thought that everyone seemed to be knowledgeable and working together? b. Is there an example of a time where it seems your care teams weren’t on the same page? c. Thinking about coordination between the two teams, what needs to be done better to improve your care? 7. Are your HIV and primary care needs being met? a. For example, is your HIV team reviewing your CD4 and viral loads and your antiretroviral medications? b. Are you getting your blood pressure and cholesterol monitored, receiving vaccinations or screenings for changes in behavior or mood that may affect your overall health? c. (If no) What needs are falling through the cracks? 6 Online appendix 3: Semi-structured patient interview guide Access and Convenience 8. How have the telehealth appointments affected your ability to access care, or get the care you need? [e.g., Distance travelled? Improved ability to keep appointments?] 9. How has your use of care outside of the ID clinic changed? [e.g., Change in number and frequency of primary care appointments? New diagnoses, treatment plans?] 10. Since you began your telehealth appointments, what face-to-face interactions have you had with the team members from the ID Clinic? a. What gets in the way of seeing them in these instances? [want to capture possible reimbursement issues, but maybe there are other things that are barriers as well] 11. When would you prefer to see the (HIV clinic doctor name here) or his team in person rather than by video conference? a. Would you prefer to have more, less, or about the same number of face-to-face interactions? Why? 12. Now that you’ve experienced HIV telehealth visits, does the location where you receive HIV care matter to you? Why/why not? Telehealth for HIV care 13. Do you like using the telehealth system? Why/why not? 14. How comfortable are you with the telehealth technology? 15. Have you had any technical failures, or problems with the equipment (e.g., hardware, bandwidth)? If so, how did it affect your appointment? 16. How useful is the video conferencing for your appointment, compared with the option of talking over the phone, for example? 17. The telehealth visits generally involve talking about how you’re feeling and reviewing your medications. Equipment is being purchased to listen to your heart, and a camera is being installed so that (HIV clinic doctor name here) can do some physical exams, like looking at rashes. How important is this for you? Why/why not? 18. How well does it work for talking about medications? How about other things you discuss with (HIV clinic doctor name here) and the HIV team? 19. Are there things you feel you are giving up by not coming to the IC VA for your HIV care? a. What, if anything, do you gain? [may or may not be related directly to care] 7 Online appendix 3: Semi-structured patient interview guide Stigma and Privacy Concerns 20. Think about (your primary care team at your CBOC). a. Do you think they are comfortable participating in and contributing to your overall health care needs? Can you provide an example? [discomfort could be social (prejudice) or medical (fear of exposure, but also worry about competency)] b. (If no) What are they not comfortable with? Why do you think they aren’t comfortable? c. Do you have any concerns about privacy at (your CBOC)? Can you provide an example? [prompt: being seen for HIV care at a primary care clinic, the clinic being closer to home, issues with discretion/confidentiality, people finding out] d. Do these concerns differ from those you have about seeing your HIV team in the Iowa City ID clinic? [privacy and level of perceived acceptance by and competency of care teams] Shifting Perceptions of Specialty Care 21. In the last 15-20 years+, HIV has shifted from a fatal to a condition that people live with for many years. Now your health care within the VA has shifted from getting all your care from the ID clinic to shared care between the ID clinic and (your local clinic). a. Have these shifts changed how you think about your HIV status? Or how you go about your daily life? Can you provide an example? b. Do you think it’s changed how your health care providers interact with you? Can you provide an example? 22. Is your specialty care more or less “special” now that it takes place at your local CBOC? a. (If yes) Can you provide an example of how you treat this appointment differently than you did your ID clinic appointments at the IC VA? Problems and Suggested Solutions 23. I am going to ask you your opinions about specific aspects of these telehealth visits. Please tell me what, if any, problems occurred in each of these areas and what might be done to resolve these issues. a. Scheduling telehealth visit? b. Checking in at the CBOC for the telehealth visit? c. Using the videoconferencing equipment? d. Talking and interacting with the ID/virology team? e. Discussing problems with or changes in your HIV medications? f. Getting the care you needed for problems that were bothering you (e.g., pain, stomach problems, skin rash)? g. Coordination between ID/virology clinic in IC and the primary care clinic? h. Scheduling your routine labs, such as CD4 and HIV viral loads? [supposed to happen a week before visit; used to travel to IC, now at CBOC] i. Getting your blood drawn or other needed laboratory testing during or before the visit? 8 Online appendix 3: Semi-structured patient interview guide 24. Returning to our first set of questions, think about how you used to get care. What worked and didn’t work? a. What works and doesn’t work about your telehealth HIV appointments, and the shared care between the ID and (your local) clinics? b. Which do you prefer? Why? 25. In your opinion, would this new way of getting care work throughout the VA? a. From your experience getting care through the VA, what might be issues that make it difficult for this type of care to work? b. What about the VA might make this type of care work well? 26. I’m curious, if you knew that your PC provider could talk to an ID specialist, like (HIV clinic doctor name here), when they had questions about HIV-related health needs, would you be comfortable getting all of your care - general and HIV care - from your PCP? I want to emphasize that this isn’t the plan. I’m just curious about your response to getting all of your care from one provider who could talk with specialists when they needed to, instead of you seeing multiple providers who specialize in different things. 27. Is there anything else you would like to tell us about your VA care that might help us improve care for veterans with HIV infection? 9