Behavioral Intervention for Specialty Referrals in Cardiology, Gastroenterology, and Pulmonology

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Overseen ByRichard Leuchter, MD
Age: 18+
Sex: Any
Trial Phase: Academic
Sponsor: University of California, Los Angeles
No Placebo GroupAll trial participants will receive the active study treatment (no placebo)

What You Need to Know Before You Apply

What is the purpose of this trial?

This trial aims to enhance how doctors refer patients to specialists in cardiology, gastroenterology, and pulmonology. It tests whether providing doctors with more information and a checklist about when a referral is valuable can reduce unnecessary referrals. The trial includes three groups: one follows the usual referral process, another receives additional information about high-value referrals, and the third receives both information and a checklist. UCLA Health doctors who have made specialty referrals in these areas qualify to participate. As an unphased trial, this study allows participants to contribute to improving healthcare referral processes.

What prior data suggests that this behavioral intervention is safe for physicians?

Research has shown that using checklists and information reviews in healthcare is both safe and beneficial. Studies indicate that checklists can significantly enhance patient safety and care quality. They are affordable and easy to implement, allowing seamless integration into existing systems.

One study demonstrated that safety reviews reduced unwanted side effects from 36.1% to 31.3%. This reduction highlights how reviews can enhance care by identifying issues before they impact patients.

Overall, these findings suggest that methods tested in trials, such as checklists and information reviews, are generally safe for healthcare use. They aim to improve decision-making and reduce unnecessary referrals without posing significant risks to participants.12345

Why are researchers excited about this trial?

Researchers are excited about this trial because it explores innovative ways to improve the referral process in cardiology, gastroenterology, and pulmonology. Traditional referral systems often lack clear guidelines and follow-up, but this trial introduces a behavioral intervention with three different approaches. One approach provides structured information and a review process to ensure referrals meet high-value criteria. Another adds a checklist that guides physicians to confirm all criteria before making a referral. These methods aim to streamline and enhance the quality of referrals, potentially leading to better patient outcomes and more efficient use of healthcare resources.

What evidence suggests that this trial's interventions could be effective in reducing low-value specialty referrals?

Research has shown that providing clear information and reviewing referral decisions can improve the quality of referrals to specialists. In this trial, some physicians will receive information and review support to enhance their referral decisions. For example, one study found that doctors who used specific guidelines adhered better to important referral rules, leading to improved patient outcomes. Additionally, another group in this trial will use a checklist. Studies have shown that checklists ensure all necessary steps are completed before making a referral, improving the consistency and quality of referrals. These methods aim to reduce unnecessary referrals, ensuring that patients who truly need specialist care receive it.678910

Are You a Good Fit for This Trial?

This trial is for physicians who make referrals to cardiology, pulmonology, or gastroenterology specialists. There are no specific inclusion or exclusion criteria listed for patients.

Inclusion Criteria

UCLA Health physicians who have made at least one specialty referral to cardiology, pulmonology, or gastroenterology for patients in UCLA Health primary care registry during July-December 2025

Exclusion Criteria

Physicians who are no longer actively practicing at UCLA Health as of July 1, 2026

Timeline for a Trial Participant

Screening

Participants are screened for eligibility to participate in the trial

2-4 weeks

Intervention

Physicians are randomized to one of three study arms and receive the EHR-embedded behavioral intervention designed to reduce low-value specialty referrals.

6 months
Routine clinical workflow

Follow-up

Participants are monitored for safety and effectiveness after the intervention period.

4 weeks

What Are the Treatments Tested in This Trial?

Interventions

  • Auditing
  • Checklist
  • Information provision

Trial Overview

The study tests whether giving doctors information, feedback on their referral decisions, and a checklist in the electronic health record can help reduce unnecessary specialty referrals compared to usual practice.

How Is the Trial Designed?

3

Treatment groups

Experimental Treatment

Active Control

Group I: Arm 3: Information + Review + ChecklistExperimental Treatment3 Interventions
Group II: Arm 2: Information + ReviewExperimental Treatment2 Interventions
Group III: Arm 1: ControlActive Control1 Intervention

Find a Clinic Near You

Who Is Running the Clinical Trial?

University of California, Los Angeles

Lead Sponsor

Trials
1,594
Recruited
10,430,000+

National Institute on Aging (NIA)

Collaborator

Trials
1,841
Recruited
28,150,000+

Citations

Impact of cardiology referral: clinical outcomes and factors ...

The purpose of this study was to compare the outcomes of patients who were given recommendations during cardiology referrals.

Provider attributes correlation analysis to their referral ... - PMC

Our data-driven analysis identified several attributes that correlate with and discriminate against referral volume and peer-nominated awards.

3.

www-ncbi-nlm-nih-gov.offcampus.lib.washington.edu

www-ncbi-nlm-nih-gov.offcampus.lib.washington.edu/pubmedhealth/PMH0031764/

https://www-ncbi-nlm-nih-gov.offcampus.lib.washing...

No information is available for this page.

Patients report high information coordination between ... - PMC

Our study aimed to describe patient experience of information coordination between their primary care physician and specialists and to ...

5.

pubmed.ncbi.nlm.nih.gov

pubmed.ncbi.nlm.nih.gov/11978231/

Family physicians' referral decisions: results from the ASPN ...

Outcomes measured: Rates. Approximately 1 in 20 (5.1%) office visits led to referral. Fifty conditions accounted for 76% of all referrals.

Clinical checklists

Evidence shows that incorporating checklists into routine care can significantly improve patient safety and care quality—while remaining low-cost and scalable.

Development of a checklist for auditing completion of patient ...

The Delphi process is a useful technique to develop a checklist. A checklist consisting of 133 total possible data elements to quality assure PRFs was designed.

Clinical audit on World Health Organization surgical safety ...

The WHO surgical safety checklist outlines essential standards of surgical care and has been shown to reduce complications and death associated with surgery.

Cardiology Audit Risk Checklist (Documentation + Coding)

This checklist outlines major audit triggers, documentation must-haves, and coding scenarios that require special attention across non-invasive ...

Free Clinical Audit Checklist | PDF

This medical audit checklist includes criteria such as clinical notes, patient management plan, immunization history, screening results, ...