Screening steps | Data source | Screening criteria | Data collected |
---|---|---|---|
Step 1 pre-screening | EMR and admission notes | Inclusion: (1) Hispanic ethnicity; (2) ≥ 18 years of age; (3) ≥ 2 cardiometabolic conditions Exclusion: (1) pregnancy; (2) serious life-threatening condition with life expectancy ≤ 6 months; (3) psychiatric morbidity or neurological/cognitive impairment of sufficient severity to preclude consent or participation in the intervention; (4) discharging to location other than home (e.g., SNF); (5) does not speak Spanish or English | Medical information, including previous emergency department admission, chronic condition diagnoses, and LACE index Patient identifying information including name, demographics, contact information, and medical record number |
If pass step 1, Step 2 approach in person | Bedside nurse | Patient is available for screening. Yes - approach patient No - e.g., not currently in room or has already been discharged; document reasons and research assistant will return if applicable | New demographic information (e.g., language preference), screening status, qualitative enrollment data to facilitate future approaches/recruitment efforts |
If pass step 2, step 3 in-person screening approach | Patient | Confirmation of patient name and language preference. Verbal consent to administer screener No - declined Yes - complete Behavioral Health Screener: ≥ 1 behavioral health concern(s) (i.e., related to mental health, life stressors, medication adherence, healthcare use); telephone access (see Table 3) | Reason(s) for patient eligibility/ineligibility |
If pass step 3, step 4 consenting | Patient | Yes – agreed No - declined No - consent not obtained → study was introduced but no decision was made about participation | Complete consent form Reasons for refusals and “hard” refusals (patient explicitly declined enrollment and will not be approached in the future) or “soft” refusals (patient may be approached in a future hospital readmission) Reasons for no decision |