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CompletedNCT05724615Updated Jan 5, 2024

Default Bulk Ordering and Text Messaging to Enhance Outreach for Lipid Screening (Missing Lipids)

An interventional study of Outreach + Bulk ordering and Outreach + Bulk ordering + Text Based Reminders and Scheduling assistance in Atherosclerotic Cardiovascular Disease, sponsored by University of Pennsylvania. Completed at 1 site in United States. Open to participants aged 20 Years to 75 Years. Per ClinicalTrials.gov, last updated 2024-01-05.

Sponsored by University of Pennsylvania · Not applicable, Interventional, and Screening

Phase
Not applicable
Study type
Interventional
Enrollment
1,000
Allocation
Randomized
Ages
20 Years to 75 Years
Sex
All
01

Study summary

We aim to evaluate different approaches to increase Lipid screenings among primary care patients at Penn Medicine. A randomized trial will test the effectiveness of bulk ordering, outreach via mailed letters, and text-based reminders with scheduling assistance for patients needing a lipids panel. We will observe the number of completed panels after 3 and 6 months.

Read the detailed description

Atherosclerotic cardiovascular disease (ASCVD) is a leading cause of mortality and disability in the United States. In order to prevent, predict and reduce ASCVD risk, clinicians will frequently use pool cohort equations (10 years CVD risk) to risk stratify patients and address modifiable risk factors. The American College of Cardiology/American Heart Association recommends routinely assessing traditional cardiovascular risk factors and calculation of 10-year ASCVD risk for adults 40 to 75 years of age and assessing traditional ASCVD risk factors for all adults 20 to 39 years of age at least every 4-6 years (Arnett et al., 2019 ). Among the components involved in the ASCVD risk stratification tool is a comprehensive lipid panel.

A mini-pilot on 100 patients overdue for lipid screening showed that bulk-ordering and text message concierge service (reminders and answering questions/concerns) increased response rate (21%) compared to conventional outreach (12%) or bulk-ordering only (9%). Qualitative analysis suggested that bulk-ordering as a default option reduces patient and clinician effort, and that uptake can benefit from trust enhancement (PCP endorsement), salience of communication (time-limited components, physical lab order), and effort/cognitive load reduction (text message reminders, scheduling assistance).

The aim is to conduct a pragmatic trial to evaluate the effect of bulk orders and text-based reminders on lipid screening rates among eligible patients who are overdue.H1: We hypothesize that reducing effort required from patients and clinicians through bulk ordering as a default with a reminder will result in greater completion of lipid screening compared to usual care.H2: We hypothesize that reducing effort through bulk ordering and providing complementary communication modalities (text message reminders and scheduling assistance) will result in higher response rates compared to bulk order and usual care.The primary study endpoint is the completion of the lipid panel within 3 months. An additional endpoint includes the number of patients with an elevated ASCVD risk score and the number of patients that had a clinical change (i.e. statin prescription) due to this information. The primary hypotheses are that Outreach + Bulk ordering (arm 2) will increase completion of lipid panel compared to usual care (arm 1), and that Outreach + Bulk ordering + Text Based Reminders (arm 3) will increase completion of lipid panel compared to usual care (arm 1) or conventional outreach + bulk ordering (arm 2). The results of the trial will also provide data that can be used to design future interventions that test the use of various behavioral economics tools to incentivize completion of lab tests. Secondary outcomes include completion of the lipid panel within 6 months.

02

Conditions studied

  • Atherosclerotic Cardiovascular Disease
03

In context

Cardiovascular Diseases

4,905 studies on the registry are indexed under Cardiovascular Diseases; 919 are open to participants now.

This study's enrollment of 1,000 is above the median of 100 across 2,738 interventional studies indexed under Cardiovascular Diseases.

Browse Cardiovascular Diseases studies →

Lead sponsor

University of Pennsylvania is the lead sponsor of 1,635 studies on the registry; 239 are open to participants now.

Of its 154 completed or terminated interventional studies of FDA-regulated products, 104 (68%) have results posted.

Counted across the registry records on this site, refreshed daily.

04

Who can participate

Ages eligible
20 Years to 75 Years
Sexes eligible
All
Accepts healthy volunteers
No

Inclusion criteria

  • Patients who are overdue for a lipid panel according to Health Maintenance in the EHR record (no lipid panel in the past 5 years or e those with diabetes or an annual lipid check modifier without a lipid panel for more than 1 year).
  • Has PCP listed and at least 1 visit in last 3 years

Exclusion criteria

Exclusion Criteria:

  • Patients who do not have a cell phone listed in the EHR.
  • Patients who have medical conditions that would significantly reduce likely benefit from lipid screening (metastatic cancer, hospice, palliative care).
  • Preferred lab outside of Penn
05

Study design

Phase
Not applicable
Primary purpose
Screening
Allocation
Randomized
Intervention model
Parallel assignment
Masking
Double (Investigator, Outcomes assessor)
Enrollment
1,000 participants (actual)

Study arms

  • No intervention
    Usual care

    Participants will receive usual care only, and no additional intervention from this study.

  • Experimental
    Outreach + Bulk ordering

    Participants will receive a standard mailed letter about lipid panel screening signed by Penn Primary Care, similar to birthday letters that are currently sent to some practices. These letters or messages will describe the importance of getting a lipid panel, their eligibility for a lipid panel, and information about fasting implications of getting the test. This letter will be complemented by a lipid panel order on behalf of their primary care provider, with a signed laboratory slip/order for lipid panel screening. Laboratory orders will be generated through bulk ordering in the electronic health records for all patients by a designated practice representative and the primary care provider as the authorizing clinician. Participants in Arm 2 will be asked to take the laboratory order to the laboratory of their choice to complete their test within the next 6 weeks.

    Behavioral: Outreach + Bulk ordering

  • Experimental
    Outreach + Bulk ordering + Text Based Reminders and Scheduling assistance

    Participants will receive a standard mailed letter, a signed laboratory slip/order, and text-based outreach. It will provide the patient information on walk-in hours in a partnering lab / or ask the patient to schedule an appointment with one of the listed Penn Labs with instructions on how to do so. Patients with an active MyPennMedicine account will be asked to schedule an appointment via MPM. Other patients will be sent a list with the contact of nearby available labs and opening hours and asked to call to schedule an appointment. Up to 2 reminder text messages with the deadline for the lab order will be sent to patients for which no appointment has been scheduled on MyPennMedicine at 2 weeks intervals. Enrollment in the text messaging platform will be opt-out. All results for lipid panel testing will be routed to the patients' primary care provider

    Behavioral: Outreach + Bulk ordering + Text Based Reminders and Scheduling assistance

Interventions

  • BehavioralOutreach + Bulk ordering

    Participants will be sent an order for their lab screening and the recourse of the labs where they can schedule the screening.

  • BehavioralOutreach + Bulk ordering + Text Based Reminders and Scheduling assistance

    Participants will be sent an order for their lab screening and the recourse of the labs where they can schedule the screening. They will also receive text messages to remind them to have their lab completed as well as a link to schedule the lab and inform them of walk-in hours.

06

What researchers measure

Primary outcomes

  1. Number of participants that completed a lipid panel

    Completion of lipid panel within 3 months across the 3 study arms.

    Time frame: 3 months from initial outreach

Secondary outcomes

  1. Number of participants that completed a lipid panel in the follow up period

    Completion of lipid panel within 6 months across the 3 study arms.

    Time frame: 6 months from initial outreach

  2. AVCSD risk score

    Proportion of patients with ASCVD risk score \<5%(low risk), 5-7.5%(borderline risk), \>=7.5%-\<20% (intermediate risk) \>=20%(high risk)

    Time frame: 6 months

  3. Patients initiated on statins

    Proportion of patients initiated on statins once score is calculated

    Time frame: 6 months

07

Study locations

1 site
  • University of Pennsylvania
    Philadelphia, Pennsylvania 19104, United States
08

References and documents

Individual participant data

Plan to share: No

No publications or documents are linked to this record.

09

Updates

Tracking since Sep 25, 2026
No changes since tracking began. The registry record was last updated on Jan 5, 2024, before this site started recording changes on Sep 25, 2026. Its history is on ClinicalTrials.gov ↗
10

Registry details

Key details

Study ID
NCT05724615
Lead sponsor
University of Pennsylvania
Responsible party
Sponsor
First posted
Feb 13, 2023
Start date
Jun 5, 2023
Primary completion
Sep 7, 2023
Completion
Dec 7, 2023
Last update
Jan 5, 2024

Study contacts

Shivan Mehta, MD, MBA
principal investigator · University of Pennsylvania

Oversight

Data monitoring committee
No
FDA-regulated drug
No
FDA-regulated device
No
View the source record on ClinicalTrials.gov ↗

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This study is completed, as verified in Jan 2024. You cannot join it, but the record below documents what was studied.

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