Context: The ICAN (Instrument for Patient Capacity Assessment) questionnaire was originally crafted as a means to elicit meaningful dialogue with patients. Our original QI project was designed to test its ability to identify patients requiring social services or complex care coordination based on their own perceptions of burdens. Using ICAN during clinical visits in primary care, we were able to identify patient burdens that may be affecting their capacity for self-care. As a next step, we propose to do a retrospective chart review to analyze the association between patients' perceived burdens vs the number and type of chronic conditions they are managing. Additionally, a qualitative review of the free text answers patients completed will be used to determine whether themes are emerging from patient comments.
Objective: Perform a retrospective chart review using the ICAN tool and EMR data (including documenting burdens and satisfiers, patient age, gender, chronic disease diagnoses and medications). Descriptive statistics will be used to describe the data.
Design: Mixed methods.
Setting: Outpatient family medicine clinic within a tertiary care academic hospital in Scottsdale, Arizona – Mayo Clinic.

Patients: Adult primary care patients who consented to completing the questionnaire before meeting with their healthcare provider.

Intervention/Instrument: The ICAN tool asks patients whether they are satisfied or burdened by 19 areas of life (i.e. family, finances, and spirituality). It also asks 3 free-text questions: “What are you doing to manage your stress?”, “Where do you find the most joy in your life?”, and “What else is on your mind today?”

Main outcomes: Association between number and types of chronic conditions vs number and types of burdens. Association of burdens vs number and type of medications. Description of free text answers using qualitative NVivo program.

Results: A total of 680 unique patients were included in the chart review. Both the quantitative and qualitative analyses are currently under review.

Outcomes to be reported:
1. Association between patients' perceived burdens vs the number and types of chronic conditions they are managing.
2. Association between patients' perceived burdens vs the number and types of medications
3. Qualitative review of free text answers to determine whether themes are emerging from patient comments.