• Kari A Stephens, Brooke Ike, Laura-Mae Baldwin, Christine Packer, and Michael Parchman.
• From the University of Washington, Seattle, WA (KAS, BI, LMB); Clearwater Valley and St. Mary's Hospital and Clinics, Cottonwood, ID (CP); Kaiser Permanente Washington Health Research Institute, Seattle, WA (MP). kstephen@uw.edu.
• J Am Board Fam Med. 2021 Jan 1; 34 (1): 89-98.

PurposePrimary care is challenged with safely prescribing opioids for patients with chronic noncancer pain (CNCP), specifically to address risks for overdose, opioid use disorder, and death. We identify sociotechnical challenges, approaches, and recommendations in primary care to effectively track and monitor patients on long-term opioid therapy, a key component for supporting adoption of opioid prescribing guidelines.MethodsWe examined qualitative data (field notes and postintervention interview and focus group transcripts) from 6 rural and rural-serving primary care organizations with 20 clinic locations enrolled in a study evaluating a practice redesign program to improve opioid medication management for CNCP patients. Two independent researchers used content analysis to categorize data into key themes to develop an understanding of sociotechnical factors critical to creating and implementing an approach to tracking and monitoring of patients on long-term opioid therapy in primary care practices.ResultsFour factors were critical to developing a tracking and monitoring system. For each we describe common challenges and approaches used by the clinics to overcome then. The first factor, buy-in and participation, was essential for accomplishing the other 3. The other factors occurred sequentially: 1) cohort identification-finding the right patients, 2) data collection and extraction-tracking the right data, and 3) data use-monitoring patients and adjusting care processes.ConclusionsWe identified common challenges and approaches to tracking and monitoring patients using long-term opioid therapy for CNCP in primary care. Based on these findings we provide recommendations to build capacity for tracking and monitoring for organizations that are engaged in improving safe opioid-prescribing practices for CNCP in primary care.© Copyright 2021 by the American Board of Family Medicine.

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