Conference Presentation: Destination: Patient Outcomes – Our Journey to Improving Patient Care

Enhancing Patient and HCP Education with Formative and Summative Qualitative Evaluation

Sunday, January 21
11:00 AM - 12:00 PM
Location: Palazzo B-C

Physician Credits: 1.0

Nursing CE Credits: 1.0

Pharmacy Credits: 1.0

ACPE UAN: 0809-9999-18-042-L04-P (Knowledge)

CHCP Exam Designation: CHCP Professional Exam

Session Description
Health, health care, and the environments in which clinicians and patients navigate are all incredibly complex. In order to study “change”, including its motivators and possible barriers, more than one perspective and approach to understanding are warranted. The cases which will be discussed during this session integrate qualitative research – specifically in-depth-interviews (IDIs), as tools used to unearth a comprehensive evaluation of experience and change. One case will emphasize the integration of IDI’s as a tool in formative evaluation, a technique used to assess an activity while the content/program is still in development. A second case will illustrate the integration of IDI’s in summative evaluation, the more traditional technique whereby evaluators “look-back” at a completed program to assess its impact. The latter case will focus on a patient-education program and includes patients as research subjects. The benefits of formative and summative evaluation and these qualitative approaches will be discussed, and learners will be encouraged to develop mock “proposals” of programs that can integrate IDI’s as an evaluative tool. 

Learning Objectives:

Wendy Turell

VP, Outcomes and Analytics
PlatformQ Health Education
Needham, Massachusetts

Dr. Turell began her work in health care as a public health researcher and administrator for New York City public and private hospitals, where she worked on applied public health infectious disease and orthopedic initiatives. Since 2003, she has focused on outcomes and evaluation in CEHP. Wendy currently works at PlatformQ Health Education, LLC, where she is Vice President of CME Outcomes and Analytics. Dr. Turell proudly serves as chair of the Alliance research committee. She holds a doctorate from the Columbia University Mailman School of Public Health and an MS in Psychology from University of Pennsylvania.


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Alexandra Howson

Thistle Editorial, LLC
Snoqualmie, Washington

Alexandra Howson is an independent medical writer, researcher, and educator (Universities of Edinburgh, Aberdeen and UC Berkeley Extension). Trained as a medical sociologist, Dr. Howson has conducted and published findings from several qualitative studies to support CEHP needs/outcomes assessments. She currently serves as a member of the ACEHP Research Committee.


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Anne C. Roc

Sr. Medical Director
PlatformQ Health Education
Bloomfield, New Jersey

Dr. Roc has been in CME for over 11 years, and is currently the Senior Medical Director at PlatformQ Health Education, LLC, where she leads a medical staff to direct and support the development of educational grants, live-online activities, program outcomes, and publication plans. Formerly, she was at McMahon Publishing as a content developer and editor, and at Medscape as a content developer, editor, and clinical strategist for business development in CNS. Dr. Roc’s scientific and educational contributions have been presented and published in medical and industry conferences and peer-reviewed publications. She holds a doctorate in neuroscience from the University of Pennsylvania School of Medicine.


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Enhancing Patient and HCP Education with Formative and Summative Qualitative Evaluation

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