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extacy
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A peer-reviewed clinical journal serving healthcare professionals working with the Department of Veterans Affairs, the Department of Defense, and the Public Health Service.
Confronting Uncertainty and Addressing Urgency for Action Through the Establishment of a VA Long COVID Practice-Based Research Network
Confronting Uncertainty and Addressing Urgency for Action Through the Establishment of a VA Long COVID Practice-Based Research Network
Learning health systems (LHS) promote a continuous process that can assist in making sense of uncertainty when confronting emerging complex conditions such as Long COVID. Long COVID is an infection-associated chronic condition that detrimentally impacts veterans, their families, and the communities in which they live. This complex condition is defined by ongoing, new, or returning symptoms following COVID-19 infection that negatively affect return to meaningful participation in social, recreational, and vocational activities.1,2 The clinical uncertainty surrounding Long COVID is amplified by unclear etiology, prognosis, and expected course of symptoms.3,4 Uncertainty surrounding best clinical practices, processes, and policies for Long COVID care has resulted in practice variation despite the emerging evidence base for Long COVID care.4 Failure to address gaps in clinical evidence and care implementation threatens to perpetuate fragmented and unnecessary care.
The context surrounding Long COVID created an urgency to rapidly address clinically relevant questions and make sense of any uncertainty. Thus, the Veterans Health Administration (VHA) funded a Long COVID Practice-Based Research Network (LC-PBRN) to build an infrastructure that supports Long COVID research nationally and promotes interdisciplinary collaboration. The LC-PBRN vision is to centralize Long COVID clinical, research, and operational activities. The research infrastructure of the LC-PBRN is designed with an LHS lens to facilitate feedback loops and integrate knowledge learned while making progress towards this vision.5 This article describes the phases of infrastructure development and network building, as well as associated lessons learned.
Designing the LC-PBRN Infrastructure

Vision
The LC-PBRN’s vision is to create an infrastructure that integrates an LHS framework by unifying the VA research approach to Long COVID to ensure veteran, clinician, operational, and researcher involvement (Figure 1).

Mission and Governance
The LC-PBRN operates with an executive leadership team and 5 cores. The executive leadership team is responsible for overall LC-PBRN operations, management, and direction setting of the LC-PBRN. The executive leadership team meets weekly to provide oversight of each core, which specializes in different aspects. The cores include: Administrative, Partner Engagement and Needs Assessment, Patient Identification and Analysis, Clinical Coordination and Implementation, and Dissemination (Figure 2).

The Administrative core focuses on interagency collaboration to identify and network with key operational and agency leaders to allow for ongoing exploration of funding strategies for Long COVID research. The Administrative core manages 3 teams: an advisory board, Long COVID council, and the strategic planning team. The advisory board meets biannually to oversee achievement of LC-PBRN goals, deliverables, and tactics for meeting these goals. The advisory board includes the LC-PBRN executive leadership team and 13 interagency members from various shareholders (eg, Centers for Disease Control and Prevention, National Institutes of Health, and specialty departments within the VA).
The Long COVID council convenes quarterly to provide scientific input on important overarching issues in Long COVID research, practice, and policy. The council consists of 22 scientific representatives in VA and non-VA contexts, university affiliates, and veteran representatives. The strategic planning team convenes annually to identify how the LC-PBRN and its partners can meet the needs of the broader Long COVID ecosystem and conduct a strengths, opportunities, weaknesses, and threats analysis to identify strategic objectives and expected outcomes. The strategic planning team includes the executive leadership team and key Long COVID shareholders within VHA and affiliated partners. The Partner Engagement and Needs Assessment core aims to solicit feedback from veterans, clinicians, researchers, and operational leadership. Input is gathered through a Veteran Engagement Panel and a modified Delphi consensus process. The panel was formed using a Community Engagement Studio model to engage veterans as consultants on research.7 Currently, 10 members represent a range of ages, genders, racial and ethnic backgrounds, and military experience. All veterans have a history of Long COVID and are paid as consultants. Video conference panel meetings occur quarterly for 1 to 2 hours; the meeting length is shorter than typical engagement studios to accommodate for fatigue-related symptoms that may limit attention and ability to participate in longer meetings. Before each panel, the Partner Engagement and Needs Assessment core helps identify key questions and creates a structured agenda. Each panel begins with a presentation of a research study followed by a group discussion led by a trained facilitator. The modified Delphi consensus process focuses on identifying research priority areas for Long COVID within the VA. Veterans living with Long COVID, as well as clinicians and researchers who work closely with patients who have Long COVID, complete a series of progressive surveys to provide input on research priorities.
The Partner Engagement and Needs Assessment core also actively provides outreach to important partners in research, clinical care, and operational leadership to facilitate introductory meetings to (1) ask partners to describe their 5 largest pain points, (2) find pain points within the scope of LC-PBRN resources, and (3) discuss the strengths and capacity of the PBRN. During introductory meetings, communications preferences and a cadence for subsequent meetings are established. Subsequent engagement meetings aim to provide updates and codevelop solutions to emerging issues. This core maintains a living document to track engagement efforts, points of contact for identified and emerging partners, and ensure all communication is timely.
The Patient Identification and Analysis core develops a database of veterans with confirmed or suspected Long COVID. The goal is for researchers to use the database to identify potential participants for clinical trials and monitor clinical care outcomes. When possible, this core works with existing VA data to facilitate research that aligns with the LC-PBRN mission. The core can also use natural language processing and machine learning to work with researchers conducting clinical trials to help identify patients who may meet eligibility criteria.
The Clinical Coordination and Implementation core gathers information on the best practices for identifying and recruiting veterans for Long COVID research as well as compiles strategies for standardized clinical assessments that can both facilitate ongoing research and the successful implementation of evidence-based care. The Clinical Coordination and Implementation core provides support to pilot and multisite trials in 3 ways. First, it develops toolkits such as best practice strategies for recruiting participants for research, template examples of recruitment materials, and a library of patient-reported outcome measures, standardized clinical note titles and templates in use for Long COVID in the national electronic health record. Second, it partners with the Patient Identification and Analysis core to facilitate access to and use of algorithms that identify Long COVID cases based on electronic health records for recruitment. Finally, it compiles a detailed list of potential collaborating sites. The steps to facilitate patient identification and recruitment inform feasibility assessments and improve efficiency of launching pilot studies and multisite trials. The library of outcome measures, standardized clinical notes, and templates can aid and expedite data collection.
The Dissemination core focuses on developing a website, creating a dissemination plan, and actively disseminating products of the LC-PBRN and its partners. This core’s foundational framework is based on the Agency for Healthcare Research and Quality Quick-Start Guide to Dissemination for PBRNs.8,9 The core built an internal- and external-facing website to connect users with LC-PBRN products, potential outreach contacts, and promote timely updates on LC-PBRN activities. A manual of operating procedures will be drafted to include the development of training for practitioners involved in research projects to learn the processes involved in presenting clinical results for education and training initiatives, presentations, and manuscript preparation. A toolkit will also be developed to support dissemination activities designed to reach a variety of end-users, such as education materials, policy briefings, educational briefs, newsletters, and presentations at local, regional, and national levels.
Key Partners
Key partners exist specific to the LC-PBRN and within the broader VA ecosystem, including VA clinical operations, VA research, and intra-agency collaborations.
LC-PBRN Specific. In addition to the LC-PBRN council, advisory board, and Veteran Engagement Panel discussed earlier,
VA Clinical Operations. To support clinical operations, a Long COVID Field Advisory Board was formed through the VA Office of Specialty Care as an operational effort to develop clinical best practice. The LC-PBRN consults with this group on veteran engagement strategies for input on clinical guides and dissemination of practice guide materials. The LC-PBRN also partners with an existing Long COVID Community of Practice and the Office of Primary Care. The Community of Practice provides a learning space for VA staff interested in advancing Long COVID care and assists with disseminating LC-PBRN to the broader Long COVID clinical community. A member of the Office of Primary Care sits on the PBRN advisory board to provide input on engaging primary care practitioners and ensure their unique needs are considered in LC-PBRN initiatives.
VA Research & Interagency Collaborations. The LC-PBRN engages monthly with an interagency workgroup led by the US Department of Health and Human Services Office of Long COVID Research and Practice. These engagements support identification of research gaps that the VA may help address, monitor emerging funding opportunities, and foster collaborations. LC-PBRN representatives also meet with staff at the National Institutes of Health Researching COVID to Enhance Recovery initiative to identify pathways for veteran recruitment.
LHS Feedback Loops
The LC-PBRN was designed with an LHS approach in mind.10 Throughout development of the LC-PBRN, consideration was given to (1) capture data on new efforts within the Long COVID ecosystem (performance to data), (2) examine performance gaps and identify approaches for best practice (data to knowledge), and (3) implement best practices, develop toolkits, disseminate findings, and measure impacts (knowledge to performance). With this approach, the LC-PBRN is constantly evolving based on new information coming from the internal and external Long COVID ecosystem. Each element was deliberatively considered in relation to how data can be transformed into knowledge, knowledge into performance, and performance into data.
First, an important mechanism for feedback involves establishing clear channels of communication. Regular check-ins with key partners occur through virtual meetings to provide updates, assess needs and challenges, and codevelop action plans. For example, during a check-in with the Long COVID Field Advisory Board, members expressed a desire to incorporate veteran feedback into VA clinical practice recommendations. We provided expertise on different engagement modalities (eg, focus groups vs individual interviews), and collaboration occurred to identify key interview questions for veterans. This process resulted in a published clinician-facing Long COVID Nervous System Clinical Guide (available at [email protected]) that integrated critical feedback from veterans related to neurological symptoms.
Second, weekly executive leadership meetings include dedicated time for reflection on partner feedback, the current state of Long COVID, and contextual changes that impact deliverable priorities and timelines. Outcomes from these discussions are communicated with VHA Health Services Research and, when appropriate, to key partners to ensure alignment. For example, the Patient Identification and Analysis core was originally tasked with identifying a definition of Long COVID. However, as the broader community moved away from a singular definition, efforts were redirected toward higher-priority issues within the VA Long COVID ecosystem, including veteran enrollment in clinical trials.
Third, the Veteran Engagement Panel captures feedback from those with lived experience to inform Long COVID research and clinical efforts. The panel meetings are strategically designed to ask veterans living with Long COVID specific questions related to a given research or clinical topic of interest. For example, panel sessions with the Field Advisory Board focused on concerns articulated by veterans related to the mental health and gastroenterological symptoms associated with Long COVID. Insights from these discussions will inform development of Long COVID mental health and gastroenterological clinical care guides, with several PBRN investigators serving as subject matter experts. This collaborative approach ensures that veteran perspectives are represented in developing Long COVID clinical care processes.
Fourth, research priorities identified through the Delphi consensus process will inform development of VA Request for Funding Proposals related to Long COVID. The initial survey was developed in collaboration with veterans, clinicians, and researchers across the Veteran Engagement Panel, the Field Advisory Board, and the National Research Action Plan on Long COVID.11 The process was launched in October 2024 and concluded in June 2025. The team conducted 3 consensus rounds with veterans and VA clinicians and researchers. Top priority areas included the testing assessments for diagnosing Long COVID, studying subtypes of Long COVID and treatments for each, and finding biomarkers for Long COVID. A formal publication of the results and analysis is the focus of a future publication.
Fifth, ongoing engagement with the Field Advisory Board has supported adoption of a preliminary set of clinical outcome measures. If universally adopted, these instruments may contribute to the development of a standardized data collection process and serve as common data elements collected for epidemiologic, health services, or clinical trial research.
Lessons Learned and Practice Implications
Throughout the development of the LC-PBRN, several decisions were identified that have impacted infrastructure development and implementation.
Include veterans’ voices to ensure network efforts align with patient needs. Given the novelty of Long COVID, practitioners and researchers are learning as they go. It is important to listen to individuals who live with Long COVID. Throughout the development of the LC-PBRN, veteran perspective has proven how vital it is for them to be heard when it comes to their health care. Clinicians similarly highlighted the value of incorporating patient perspectives into the development of tools and treatment strategies. Develop an interdisciplinary leadership team to foster the diverse viewpoints needed to tackle multifaceted problems. It is important to consider as many clinical and research perspectives as possible because Long COVID is a complex condition with symptoms impacting major organ systems.12-15 Therefore, the team spans across a multitude of specialties and locations.
Set clear expectations and goals with partners to uphold timely deliverables and stay within the PBRN’s capacity. When including a multitude of partners, teams should consider each of those partners’ experiences and opinions in decision-making conversations. Expectation setting is important to ensure all partners are on the same page and understand the capacity of the LC-PBRN. This allows the team to focus its efforts, avoid being overwhelmed with requests, and provide quality deliverables.
Build engaging relationships to bridge gaps between internal and external partners. A substantial number of resources focus on building relationships with partners so they can trust the LC-PBRN has their best interests in mind. These relationships are important to ensure the VA avoids duplicate efforts. This includes prioritizing connecting partners who are working on similar efforts to promote collaboration across facilities.
Conclusions
PBRNs provide an important mechanism to use LHS approaches to successfully convene research around complex issues. PBRNs can support integration across the LHS cycle, allowing for multiple feedback loops, and coordinate activities that work to achieve a larger vision. PBRNs offer centralized mechanisms to collaboratively understand and address complex problems, such as Long COVID, where the uncertainty regarding how to treat occurs in tandem with the urgency to treat. The LC-PBRN model described in this article has the potential to transcend Long COVID by building infrastructure necessary to proactively address current or future clinical conditions or populations with a LHS lens. The infrastructure can require cross-system and sector collaborations, expediency, inclusivity, and patient- and family-centeredness. Future efforts will focus on building out a larger network of VHA sites, facilitating recruitment at site and veteran levels into Long COVID trials through case identification, and systematically support the standardization of clinical data for clinical utility and evaluation of quality and/or outcomes across the VHA.

- Ottiger M, Poppele I, Sperling N, et al. Work ability and return-to-work of patients with post-COVID-19: a systematic review and meta-analysis. BMC Public Health. 2024;24:1811. doi:10.1186/s12889-024-19328-6
- Ziauddeen N, Gurdasani D, O’Hara ME, et al. Characteristics and impact of Long Covid: findings from an online survey. PLOS ONE. 2022;17:e0264331. doi:10.1371/journal.pone.0264331
- Graham F. Daily briefing: Answers emerge about long COVID recovery. Nature. Published online June 28, 2023. doi:10.1038/d41586-023-02190-8
- Al-Aly Z, Davis H, McCorkell L, et al. Long COVID science, research and policy. Nat Med. 2024;30:2148-2164. doi:10.1038/s41591-024-03173-6
- Atkins D, Kilbourne AM, Shulkin D. Moving from discovery to system-wide change: the role of research in a learning health care system: experience from three decades of health systems research in the Veterans Health Administration. Annu Rev Public Health. 2017;38:467-487. doi:10.1146/annurev-publhealth-031816-044255
- Ely EW, Brown LM, Fineberg HV. Long covid defined. N Engl J Med. 2024;391:1746-1753.doi:10.1056/NEJMsb2408466
- Joosten YA, Israel TL, Williams NA, et al. Community engagement studios: a structured approach to obtaining meaningful input from stakeholders to inform research. Acad Med. 2015;90:1646-1650. doi:10.1097/ACM.0000000000000794
- AHRQ. Quick-start guide to dissemination for practice-based research networks. Revised June 2014. Accessed December 2, 2025. https://www.ahrq.gov/sites/default/files/wysiwyg/ncepcr/resources/dissemination-quick-start-guide.pdf
- Gustavson AM, Morrow CD, Brown RJ, et al. Reimagining how we synthesize information to impact clinical care, policy, and research priorities in real time: examples and lessons learned from COVID-19. J Gen Intern Med. 2024;39:2554-2559. doi:10.1007/s11606-024-08855-y
- University of Minnesota. About the Center for Learning Health System Sciences. Updated December 11, 2025. Accessed December 12, 2025. https://med.umn.edu/clhss/about-us
- AHRQ. National Research Action Plan. Published online 2022. Accessed February 14, 2024. https://www.covid.gov/sites/default/files/documents/National-Research-Action-Plan-on-Long-COVID-08012022.pdf
- Gustavson AM, Eaton TL, Schapira RM, et al. Approaches to long COVID care: the Veterans Health Administration experience in 2021. BMJ Mil Health. 2024;170:179-180. doi:10.1136/military-2022-002185
- Gustavson AM. A learning health system approach to long COVID care. Fed Pract. 2022;39:7. doi:10.12788/fp.0288
- Palacio A, Bast E, Klimas N, et al. Lessons learned in implementing a multidisciplinary long COVID clinic. Am J Med. 2025;138:843-849.doi:10.1016/j.amjmed.2024.05.020
- Prusinski C, Yan D, Klasova J, et al. Multidisciplinary management strategies for long COVID: a narrative review. Cureus. 2024;16:e59478. doi:10.7759/cureus.59478
Learning health systems (LHS) promote a continuous process that can assist in making sense of uncertainty when confronting emerging complex conditions such as Long COVID. Long COVID is an infection-associated chronic condition that detrimentally impacts veterans, their families, and the communities in which they live. This complex condition is defined by ongoing, new, or returning symptoms following COVID-19 infection that negatively affect return to meaningful participation in social, recreational, and vocational activities.1,2 The clinical uncertainty surrounding Long COVID is amplified by unclear etiology, prognosis, and expected course of symptoms.3,4 Uncertainty surrounding best clinical practices, processes, and policies for Long COVID care has resulted in practice variation despite the emerging evidence base for Long COVID care.4 Failure to address gaps in clinical evidence and care implementation threatens to perpetuate fragmented and unnecessary care.
The context surrounding Long COVID created an urgency to rapidly address clinically relevant questions and make sense of any uncertainty. Thus, the Veterans Health Administration (VHA) funded a Long COVID Practice-Based Research Network (LC-PBRN) to build an infrastructure that supports Long COVID research nationally and promotes interdisciplinary collaboration. The LC-PBRN vision is to centralize Long COVID clinical, research, and operational activities. The research infrastructure of the LC-PBRN is designed with an LHS lens to facilitate feedback loops and integrate knowledge learned while making progress towards this vision.5 This article describes the phases of infrastructure development and network building, as well as associated lessons learned.
Designing the LC-PBRN Infrastructure

Vision
The LC-PBRN’s vision is to create an infrastructure that integrates an LHS framework by unifying the VA research approach to Long COVID to ensure veteran, clinician, operational, and researcher involvement (Figure 1).

Mission and Governance
The LC-PBRN operates with an executive leadership team and 5 cores. The executive leadership team is responsible for overall LC-PBRN operations, management, and direction setting of the LC-PBRN. The executive leadership team meets weekly to provide oversight of each core, which specializes in different aspects. The cores include: Administrative, Partner Engagement and Needs Assessment, Patient Identification and Analysis, Clinical Coordination and Implementation, and Dissemination (Figure 2).

The Administrative core focuses on interagency collaboration to identify and network with key operational and agency leaders to allow for ongoing exploration of funding strategies for Long COVID research. The Administrative core manages 3 teams: an advisory board, Long COVID council, and the strategic planning team. The advisory board meets biannually to oversee achievement of LC-PBRN goals, deliverables, and tactics for meeting these goals. The advisory board includes the LC-PBRN executive leadership team and 13 interagency members from various shareholders (eg, Centers for Disease Control and Prevention, National Institutes of Health, and specialty departments within the VA).
The Long COVID council convenes quarterly to provide scientific input on important overarching issues in Long COVID research, practice, and policy. The council consists of 22 scientific representatives in VA and non-VA contexts, university affiliates, and veteran representatives. The strategic planning team convenes annually to identify how the LC-PBRN and its partners can meet the needs of the broader Long COVID ecosystem and conduct a strengths, opportunities, weaknesses, and threats analysis to identify strategic objectives and expected outcomes. The strategic planning team includes the executive leadership team and key Long COVID shareholders within VHA and affiliated partners. The Partner Engagement and Needs Assessment core aims to solicit feedback from veterans, clinicians, researchers, and operational leadership. Input is gathered through a Veteran Engagement Panel and a modified Delphi consensus process. The panel was formed using a Community Engagement Studio model to engage veterans as consultants on research.7 Currently, 10 members represent a range of ages, genders, racial and ethnic backgrounds, and military experience. All veterans have a history of Long COVID and are paid as consultants. Video conference panel meetings occur quarterly for 1 to 2 hours; the meeting length is shorter than typical engagement studios to accommodate for fatigue-related symptoms that may limit attention and ability to participate in longer meetings. Before each panel, the Partner Engagement and Needs Assessment core helps identify key questions and creates a structured agenda. Each panel begins with a presentation of a research study followed by a group discussion led by a trained facilitator. The modified Delphi consensus process focuses on identifying research priority areas for Long COVID within the VA. Veterans living with Long COVID, as well as clinicians and researchers who work closely with patients who have Long COVID, complete a series of progressive surveys to provide input on research priorities.
The Partner Engagement and Needs Assessment core also actively provides outreach to important partners in research, clinical care, and operational leadership to facilitate introductory meetings to (1) ask partners to describe their 5 largest pain points, (2) find pain points within the scope of LC-PBRN resources, and (3) discuss the strengths and capacity of the PBRN. During introductory meetings, communications preferences and a cadence for subsequent meetings are established. Subsequent engagement meetings aim to provide updates and codevelop solutions to emerging issues. This core maintains a living document to track engagement efforts, points of contact for identified and emerging partners, and ensure all communication is timely.
The Patient Identification and Analysis core develops a database of veterans with confirmed or suspected Long COVID. The goal is for researchers to use the database to identify potential participants for clinical trials and monitor clinical care outcomes. When possible, this core works with existing VA data to facilitate research that aligns with the LC-PBRN mission. The core can also use natural language processing and machine learning to work with researchers conducting clinical trials to help identify patients who may meet eligibility criteria.
The Clinical Coordination and Implementation core gathers information on the best practices for identifying and recruiting veterans for Long COVID research as well as compiles strategies for standardized clinical assessments that can both facilitate ongoing research and the successful implementation of evidence-based care. The Clinical Coordination and Implementation core provides support to pilot and multisite trials in 3 ways. First, it develops toolkits such as best practice strategies for recruiting participants for research, template examples of recruitment materials, and a library of patient-reported outcome measures, standardized clinical note titles and templates in use for Long COVID in the national electronic health record. Second, it partners with the Patient Identification and Analysis core to facilitate access to and use of algorithms that identify Long COVID cases based on electronic health records for recruitment. Finally, it compiles a detailed list of potential collaborating sites. The steps to facilitate patient identification and recruitment inform feasibility assessments and improve efficiency of launching pilot studies and multisite trials. The library of outcome measures, standardized clinical notes, and templates can aid and expedite data collection.
The Dissemination core focuses on developing a website, creating a dissemination plan, and actively disseminating products of the LC-PBRN and its partners. This core’s foundational framework is based on the Agency for Healthcare Research and Quality Quick-Start Guide to Dissemination for PBRNs.8,9 The core built an internal- and external-facing website to connect users with LC-PBRN products, potential outreach contacts, and promote timely updates on LC-PBRN activities. A manual of operating procedures will be drafted to include the development of training for practitioners involved in research projects to learn the processes involved in presenting clinical results for education and training initiatives, presentations, and manuscript preparation. A toolkit will also be developed to support dissemination activities designed to reach a variety of end-users, such as education materials, policy briefings, educational briefs, newsletters, and presentations at local, regional, and national levels.
Key Partners
Key partners exist specific to the LC-PBRN and within the broader VA ecosystem, including VA clinical operations, VA research, and intra-agency collaborations.
LC-PBRN Specific. In addition to the LC-PBRN council, advisory board, and Veteran Engagement Panel discussed earlier,
VA Clinical Operations. To support clinical operations, a Long COVID Field Advisory Board was formed through the VA Office of Specialty Care as an operational effort to develop clinical best practice. The LC-PBRN consults with this group on veteran engagement strategies for input on clinical guides and dissemination of practice guide materials. The LC-PBRN also partners with an existing Long COVID Community of Practice and the Office of Primary Care. The Community of Practice provides a learning space for VA staff interested in advancing Long COVID care and assists with disseminating LC-PBRN to the broader Long COVID clinical community. A member of the Office of Primary Care sits on the PBRN advisory board to provide input on engaging primary care practitioners and ensure their unique needs are considered in LC-PBRN initiatives.
VA Research & Interagency Collaborations. The LC-PBRN engages monthly with an interagency workgroup led by the US Department of Health and Human Services Office of Long COVID Research and Practice. These engagements support identification of research gaps that the VA may help address, monitor emerging funding opportunities, and foster collaborations. LC-PBRN representatives also meet with staff at the National Institutes of Health Researching COVID to Enhance Recovery initiative to identify pathways for veteran recruitment.
LHS Feedback Loops
The LC-PBRN was designed with an LHS approach in mind.10 Throughout development of the LC-PBRN, consideration was given to (1) capture data on new efforts within the Long COVID ecosystem (performance to data), (2) examine performance gaps and identify approaches for best practice (data to knowledge), and (3) implement best practices, develop toolkits, disseminate findings, and measure impacts (knowledge to performance). With this approach, the LC-PBRN is constantly evolving based on new information coming from the internal and external Long COVID ecosystem. Each element was deliberatively considered in relation to how data can be transformed into knowledge, knowledge into performance, and performance into data.
First, an important mechanism for feedback involves establishing clear channels of communication. Regular check-ins with key partners occur through virtual meetings to provide updates, assess needs and challenges, and codevelop action plans. For example, during a check-in with the Long COVID Field Advisory Board, members expressed a desire to incorporate veteran feedback into VA clinical practice recommendations. We provided expertise on different engagement modalities (eg, focus groups vs individual interviews), and collaboration occurred to identify key interview questions for veterans. This process resulted in a published clinician-facing Long COVID Nervous System Clinical Guide (available at [email protected]) that integrated critical feedback from veterans related to neurological symptoms.
Second, weekly executive leadership meetings include dedicated time for reflection on partner feedback, the current state of Long COVID, and contextual changes that impact deliverable priorities and timelines. Outcomes from these discussions are communicated with VHA Health Services Research and, when appropriate, to key partners to ensure alignment. For example, the Patient Identification and Analysis core was originally tasked with identifying a definition of Long COVID. However, as the broader community moved away from a singular definition, efforts were redirected toward higher-priority issues within the VA Long COVID ecosystem, including veteran enrollment in clinical trials.
Third, the Veteran Engagement Panel captures feedback from those with lived experience to inform Long COVID research and clinical efforts. The panel meetings are strategically designed to ask veterans living with Long COVID specific questions related to a given research or clinical topic of interest. For example, panel sessions with the Field Advisory Board focused on concerns articulated by veterans related to the mental health and gastroenterological symptoms associated with Long COVID. Insights from these discussions will inform development of Long COVID mental health and gastroenterological clinical care guides, with several PBRN investigators serving as subject matter experts. This collaborative approach ensures that veteran perspectives are represented in developing Long COVID clinical care processes.
Fourth, research priorities identified through the Delphi consensus process will inform development of VA Request for Funding Proposals related to Long COVID. The initial survey was developed in collaboration with veterans, clinicians, and researchers across the Veteran Engagement Panel, the Field Advisory Board, and the National Research Action Plan on Long COVID.11 The process was launched in October 2024 and concluded in June 2025. The team conducted 3 consensus rounds with veterans and VA clinicians and researchers. Top priority areas included the testing assessments for diagnosing Long COVID, studying subtypes of Long COVID and treatments for each, and finding biomarkers for Long COVID. A formal publication of the results and analysis is the focus of a future publication.
Fifth, ongoing engagement with the Field Advisory Board has supported adoption of a preliminary set of clinical outcome measures. If universally adopted, these instruments may contribute to the development of a standardized data collection process and serve as common data elements collected for epidemiologic, health services, or clinical trial research.
Lessons Learned and Practice Implications
Throughout the development of the LC-PBRN, several decisions were identified that have impacted infrastructure development and implementation.
Include veterans’ voices to ensure network efforts align with patient needs. Given the novelty of Long COVID, practitioners and researchers are learning as they go. It is important to listen to individuals who live with Long COVID. Throughout the development of the LC-PBRN, veteran perspective has proven how vital it is for them to be heard when it comes to their health care. Clinicians similarly highlighted the value of incorporating patient perspectives into the development of tools and treatment strategies. Develop an interdisciplinary leadership team to foster the diverse viewpoints needed to tackle multifaceted problems. It is important to consider as many clinical and research perspectives as possible because Long COVID is a complex condition with symptoms impacting major organ systems.12-15 Therefore, the team spans across a multitude of specialties and locations.
Set clear expectations and goals with partners to uphold timely deliverables and stay within the PBRN’s capacity. When including a multitude of partners, teams should consider each of those partners’ experiences and opinions in decision-making conversations. Expectation setting is important to ensure all partners are on the same page and understand the capacity of the LC-PBRN. This allows the team to focus its efforts, avoid being overwhelmed with requests, and provide quality deliverables.
Build engaging relationships to bridge gaps between internal and external partners. A substantial number of resources focus on building relationships with partners so they can trust the LC-PBRN has their best interests in mind. These relationships are important to ensure the VA avoids duplicate efforts. This includes prioritizing connecting partners who are working on similar efforts to promote collaboration across facilities.
Conclusions
PBRNs provide an important mechanism to use LHS approaches to successfully convene research around complex issues. PBRNs can support integration across the LHS cycle, allowing for multiple feedback loops, and coordinate activities that work to achieve a larger vision. PBRNs offer centralized mechanisms to collaboratively understand and address complex problems, such as Long COVID, where the uncertainty regarding how to treat occurs in tandem with the urgency to treat. The LC-PBRN model described in this article has the potential to transcend Long COVID by building infrastructure necessary to proactively address current or future clinical conditions or populations with a LHS lens. The infrastructure can require cross-system and sector collaborations, expediency, inclusivity, and patient- and family-centeredness. Future efforts will focus on building out a larger network of VHA sites, facilitating recruitment at site and veteran levels into Long COVID trials through case identification, and systematically support the standardization of clinical data for clinical utility and evaluation of quality and/or outcomes across the VHA.

Learning health systems (LHS) promote a continuous process that can assist in making sense of uncertainty when confronting emerging complex conditions such as Long COVID. Long COVID is an infection-associated chronic condition that detrimentally impacts veterans, their families, and the communities in which they live. This complex condition is defined by ongoing, new, or returning symptoms following COVID-19 infection that negatively affect return to meaningful participation in social, recreational, and vocational activities.1,2 The clinical uncertainty surrounding Long COVID is amplified by unclear etiology, prognosis, and expected course of symptoms.3,4 Uncertainty surrounding best clinical practices, processes, and policies for Long COVID care has resulted in practice variation despite the emerging evidence base for Long COVID care.4 Failure to address gaps in clinical evidence and care implementation threatens to perpetuate fragmented and unnecessary care.
The context surrounding Long COVID created an urgency to rapidly address clinically relevant questions and make sense of any uncertainty. Thus, the Veterans Health Administration (VHA) funded a Long COVID Practice-Based Research Network (LC-PBRN) to build an infrastructure that supports Long COVID research nationally and promotes interdisciplinary collaboration. The LC-PBRN vision is to centralize Long COVID clinical, research, and operational activities. The research infrastructure of the LC-PBRN is designed with an LHS lens to facilitate feedback loops and integrate knowledge learned while making progress towards this vision.5 This article describes the phases of infrastructure development and network building, as well as associated lessons learned.
Designing the LC-PBRN Infrastructure

Vision
The LC-PBRN’s vision is to create an infrastructure that integrates an LHS framework by unifying the VA research approach to Long COVID to ensure veteran, clinician, operational, and researcher involvement (Figure 1).

Mission and Governance
The LC-PBRN operates with an executive leadership team and 5 cores. The executive leadership team is responsible for overall LC-PBRN operations, management, and direction setting of the LC-PBRN. The executive leadership team meets weekly to provide oversight of each core, which specializes in different aspects. The cores include: Administrative, Partner Engagement and Needs Assessment, Patient Identification and Analysis, Clinical Coordination and Implementation, and Dissemination (Figure 2).

The Administrative core focuses on interagency collaboration to identify and network with key operational and agency leaders to allow for ongoing exploration of funding strategies for Long COVID research. The Administrative core manages 3 teams: an advisory board, Long COVID council, and the strategic planning team. The advisory board meets biannually to oversee achievement of LC-PBRN goals, deliverables, and tactics for meeting these goals. The advisory board includes the LC-PBRN executive leadership team and 13 interagency members from various shareholders (eg, Centers for Disease Control and Prevention, National Institutes of Health, and specialty departments within the VA).
The Long COVID council convenes quarterly to provide scientific input on important overarching issues in Long COVID research, practice, and policy. The council consists of 22 scientific representatives in VA and non-VA contexts, university affiliates, and veteran representatives. The strategic planning team convenes annually to identify how the LC-PBRN and its partners can meet the needs of the broader Long COVID ecosystem and conduct a strengths, opportunities, weaknesses, and threats analysis to identify strategic objectives and expected outcomes. The strategic planning team includes the executive leadership team and key Long COVID shareholders within VHA and affiliated partners. The Partner Engagement and Needs Assessment core aims to solicit feedback from veterans, clinicians, researchers, and operational leadership. Input is gathered through a Veteran Engagement Panel and a modified Delphi consensus process. The panel was formed using a Community Engagement Studio model to engage veterans as consultants on research.7 Currently, 10 members represent a range of ages, genders, racial and ethnic backgrounds, and military experience. All veterans have a history of Long COVID and are paid as consultants. Video conference panel meetings occur quarterly for 1 to 2 hours; the meeting length is shorter than typical engagement studios to accommodate for fatigue-related symptoms that may limit attention and ability to participate in longer meetings. Before each panel, the Partner Engagement and Needs Assessment core helps identify key questions and creates a structured agenda. Each panel begins with a presentation of a research study followed by a group discussion led by a trained facilitator. The modified Delphi consensus process focuses on identifying research priority areas for Long COVID within the VA. Veterans living with Long COVID, as well as clinicians and researchers who work closely with patients who have Long COVID, complete a series of progressive surveys to provide input on research priorities.
The Partner Engagement and Needs Assessment core also actively provides outreach to important partners in research, clinical care, and operational leadership to facilitate introductory meetings to (1) ask partners to describe their 5 largest pain points, (2) find pain points within the scope of LC-PBRN resources, and (3) discuss the strengths and capacity of the PBRN. During introductory meetings, communications preferences and a cadence for subsequent meetings are established. Subsequent engagement meetings aim to provide updates and codevelop solutions to emerging issues. This core maintains a living document to track engagement efforts, points of contact for identified and emerging partners, and ensure all communication is timely.
The Patient Identification and Analysis core develops a database of veterans with confirmed or suspected Long COVID. The goal is for researchers to use the database to identify potential participants for clinical trials and monitor clinical care outcomes. When possible, this core works with existing VA data to facilitate research that aligns with the LC-PBRN mission. The core can also use natural language processing and machine learning to work with researchers conducting clinical trials to help identify patients who may meet eligibility criteria.
The Clinical Coordination and Implementation core gathers information on the best practices for identifying and recruiting veterans for Long COVID research as well as compiles strategies for standardized clinical assessments that can both facilitate ongoing research and the successful implementation of evidence-based care. The Clinical Coordination and Implementation core provides support to pilot and multisite trials in 3 ways. First, it develops toolkits such as best practice strategies for recruiting participants for research, template examples of recruitment materials, and a library of patient-reported outcome measures, standardized clinical note titles and templates in use for Long COVID in the national electronic health record. Second, it partners with the Patient Identification and Analysis core to facilitate access to and use of algorithms that identify Long COVID cases based on electronic health records for recruitment. Finally, it compiles a detailed list of potential collaborating sites. The steps to facilitate patient identification and recruitment inform feasibility assessments and improve efficiency of launching pilot studies and multisite trials. The library of outcome measures, standardized clinical notes, and templates can aid and expedite data collection.
The Dissemination core focuses on developing a website, creating a dissemination plan, and actively disseminating products of the LC-PBRN and its partners. This core’s foundational framework is based on the Agency for Healthcare Research and Quality Quick-Start Guide to Dissemination for PBRNs.8,9 The core built an internal- and external-facing website to connect users with LC-PBRN products, potential outreach contacts, and promote timely updates on LC-PBRN activities. A manual of operating procedures will be drafted to include the development of training for practitioners involved in research projects to learn the processes involved in presenting clinical results for education and training initiatives, presentations, and manuscript preparation. A toolkit will also be developed to support dissemination activities designed to reach a variety of end-users, such as education materials, policy briefings, educational briefs, newsletters, and presentations at local, regional, and national levels.
Key Partners
Key partners exist specific to the LC-PBRN and within the broader VA ecosystem, including VA clinical operations, VA research, and intra-agency collaborations.
LC-PBRN Specific. In addition to the LC-PBRN council, advisory board, and Veteran Engagement Panel discussed earlier,
VA Clinical Operations. To support clinical operations, a Long COVID Field Advisory Board was formed through the VA Office of Specialty Care as an operational effort to develop clinical best practice. The LC-PBRN consults with this group on veteran engagement strategies for input on clinical guides and dissemination of practice guide materials. The LC-PBRN also partners with an existing Long COVID Community of Practice and the Office of Primary Care. The Community of Practice provides a learning space for VA staff interested in advancing Long COVID care and assists with disseminating LC-PBRN to the broader Long COVID clinical community. A member of the Office of Primary Care sits on the PBRN advisory board to provide input on engaging primary care practitioners and ensure their unique needs are considered in LC-PBRN initiatives.
VA Research & Interagency Collaborations. The LC-PBRN engages monthly with an interagency workgroup led by the US Department of Health and Human Services Office of Long COVID Research and Practice. These engagements support identification of research gaps that the VA may help address, monitor emerging funding opportunities, and foster collaborations. LC-PBRN representatives also meet with staff at the National Institutes of Health Researching COVID to Enhance Recovery initiative to identify pathways for veteran recruitment.
LHS Feedback Loops
The LC-PBRN was designed with an LHS approach in mind.10 Throughout development of the LC-PBRN, consideration was given to (1) capture data on new efforts within the Long COVID ecosystem (performance to data), (2) examine performance gaps and identify approaches for best practice (data to knowledge), and (3) implement best practices, develop toolkits, disseminate findings, and measure impacts (knowledge to performance). With this approach, the LC-PBRN is constantly evolving based on new information coming from the internal and external Long COVID ecosystem. Each element was deliberatively considered in relation to how data can be transformed into knowledge, knowledge into performance, and performance into data.
First, an important mechanism for feedback involves establishing clear channels of communication. Regular check-ins with key partners occur through virtual meetings to provide updates, assess needs and challenges, and codevelop action plans. For example, during a check-in with the Long COVID Field Advisory Board, members expressed a desire to incorporate veteran feedback into VA clinical practice recommendations. We provided expertise on different engagement modalities (eg, focus groups vs individual interviews), and collaboration occurred to identify key interview questions for veterans. This process resulted in a published clinician-facing Long COVID Nervous System Clinical Guide (available at [email protected]) that integrated critical feedback from veterans related to neurological symptoms.
Second, weekly executive leadership meetings include dedicated time for reflection on partner feedback, the current state of Long COVID, and contextual changes that impact deliverable priorities and timelines. Outcomes from these discussions are communicated with VHA Health Services Research and, when appropriate, to key partners to ensure alignment. For example, the Patient Identification and Analysis core was originally tasked with identifying a definition of Long COVID. However, as the broader community moved away from a singular definition, efforts were redirected toward higher-priority issues within the VA Long COVID ecosystem, including veteran enrollment in clinical trials.
Third, the Veteran Engagement Panel captures feedback from those with lived experience to inform Long COVID research and clinical efforts. The panel meetings are strategically designed to ask veterans living with Long COVID specific questions related to a given research or clinical topic of interest. For example, panel sessions with the Field Advisory Board focused on concerns articulated by veterans related to the mental health and gastroenterological symptoms associated with Long COVID. Insights from these discussions will inform development of Long COVID mental health and gastroenterological clinical care guides, with several PBRN investigators serving as subject matter experts. This collaborative approach ensures that veteran perspectives are represented in developing Long COVID clinical care processes.
Fourth, research priorities identified through the Delphi consensus process will inform development of VA Request for Funding Proposals related to Long COVID. The initial survey was developed in collaboration with veterans, clinicians, and researchers across the Veteran Engagement Panel, the Field Advisory Board, and the National Research Action Plan on Long COVID.11 The process was launched in October 2024 and concluded in June 2025. The team conducted 3 consensus rounds with veterans and VA clinicians and researchers. Top priority areas included the testing assessments for diagnosing Long COVID, studying subtypes of Long COVID and treatments for each, and finding biomarkers for Long COVID. A formal publication of the results and analysis is the focus of a future publication.
Fifth, ongoing engagement with the Field Advisory Board has supported adoption of a preliminary set of clinical outcome measures. If universally adopted, these instruments may contribute to the development of a standardized data collection process and serve as common data elements collected for epidemiologic, health services, or clinical trial research.
Lessons Learned and Practice Implications
Throughout the development of the LC-PBRN, several decisions were identified that have impacted infrastructure development and implementation.
Include veterans’ voices to ensure network efforts align with patient needs. Given the novelty of Long COVID, practitioners and researchers are learning as they go. It is important to listen to individuals who live with Long COVID. Throughout the development of the LC-PBRN, veteran perspective has proven how vital it is for them to be heard when it comes to their health care. Clinicians similarly highlighted the value of incorporating patient perspectives into the development of tools and treatment strategies. Develop an interdisciplinary leadership team to foster the diverse viewpoints needed to tackle multifaceted problems. It is important to consider as many clinical and research perspectives as possible because Long COVID is a complex condition with symptoms impacting major organ systems.12-15 Therefore, the team spans across a multitude of specialties and locations.
Set clear expectations and goals with partners to uphold timely deliverables and stay within the PBRN’s capacity. When including a multitude of partners, teams should consider each of those partners’ experiences and opinions in decision-making conversations. Expectation setting is important to ensure all partners are on the same page and understand the capacity of the LC-PBRN. This allows the team to focus its efforts, avoid being overwhelmed with requests, and provide quality deliverables.
Build engaging relationships to bridge gaps between internal and external partners. A substantial number of resources focus on building relationships with partners so they can trust the LC-PBRN has their best interests in mind. These relationships are important to ensure the VA avoids duplicate efforts. This includes prioritizing connecting partners who are working on similar efforts to promote collaboration across facilities.
Conclusions
PBRNs provide an important mechanism to use LHS approaches to successfully convene research around complex issues. PBRNs can support integration across the LHS cycle, allowing for multiple feedback loops, and coordinate activities that work to achieve a larger vision. PBRNs offer centralized mechanisms to collaboratively understand and address complex problems, such as Long COVID, where the uncertainty regarding how to treat occurs in tandem with the urgency to treat. The LC-PBRN model described in this article has the potential to transcend Long COVID by building infrastructure necessary to proactively address current or future clinical conditions or populations with a LHS lens. The infrastructure can require cross-system and sector collaborations, expediency, inclusivity, and patient- and family-centeredness. Future efforts will focus on building out a larger network of VHA sites, facilitating recruitment at site and veteran levels into Long COVID trials through case identification, and systematically support the standardization of clinical data for clinical utility and evaluation of quality and/or outcomes across the VHA.

- Ottiger M, Poppele I, Sperling N, et al. Work ability and return-to-work of patients with post-COVID-19: a systematic review and meta-analysis. BMC Public Health. 2024;24:1811. doi:10.1186/s12889-024-19328-6
- Ziauddeen N, Gurdasani D, O’Hara ME, et al. Characteristics and impact of Long Covid: findings from an online survey. PLOS ONE. 2022;17:e0264331. doi:10.1371/journal.pone.0264331
- Graham F. Daily briefing: Answers emerge about long COVID recovery. Nature. Published online June 28, 2023. doi:10.1038/d41586-023-02190-8
- Al-Aly Z, Davis H, McCorkell L, et al. Long COVID science, research and policy. Nat Med. 2024;30:2148-2164. doi:10.1038/s41591-024-03173-6
- Atkins D, Kilbourne AM, Shulkin D. Moving from discovery to system-wide change: the role of research in a learning health care system: experience from three decades of health systems research in the Veterans Health Administration. Annu Rev Public Health. 2017;38:467-487. doi:10.1146/annurev-publhealth-031816-044255
- Ely EW, Brown LM, Fineberg HV. Long covid defined. N Engl J Med. 2024;391:1746-1753.doi:10.1056/NEJMsb2408466
- Joosten YA, Israel TL, Williams NA, et al. Community engagement studios: a structured approach to obtaining meaningful input from stakeholders to inform research. Acad Med. 2015;90:1646-1650. doi:10.1097/ACM.0000000000000794
- AHRQ. Quick-start guide to dissemination for practice-based research networks. Revised June 2014. Accessed December 2, 2025. https://www.ahrq.gov/sites/default/files/wysiwyg/ncepcr/resources/dissemination-quick-start-guide.pdf
- Gustavson AM, Morrow CD, Brown RJ, et al. Reimagining how we synthesize information to impact clinical care, policy, and research priorities in real time: examples and lessons learned from COVID-19. J Gen Intern Med. 2024;39:2554-2559. doi:10.1007/s11606-024-08855-y
- University of Minnesota. About the Center for Learning Health System Sciences. Updated December 11, 2025. Accessed December 12, 2025. https://med.umn.edu/clhss/about-us
- AHRQ. National Research Action Plan. Published online 2022. Accessed February 14, 2024. https://www.covid.gov/sites/default/files/documents/National-Research-Action-Plan-on-Long-COVID-08012022.pdf
- Gustavson AM, Eaton TL, Schapira RM, et al. Approaches to long COVID care: the Veterans Health Administration experience in 2021. BMJ Mil Health. 2024;170:179-180. doi:10.1136/military-2022-002185
- Gustavson AM. A learning health system approach to long COVID care. Fed Pract. 2022;39:7. doi:10.12788/fp.0288
- Palacio A, Bast E, Klimas N, et al. Lessons learned in implementing a multidisciplinary long COVID clinic. Am J Med. 2025;138:843-849.doi:10.1016/j.amjmed.2024.05.020
- Prusinski C, Yan D, Klasova J, et al. Multidisciplinary management strategies for long COVID: a narrative review. Cureus. 2024;16:e59478. doi:10.7759/cureus.59478
- Ottiger M, Poppele I, Sperling N, et al. Work ability and return-to-work of patients with post-COVID-19: a systematic review and meta-analysis. BMC Public Health. 2024;24:1811. doi:10.1186/s12889-024-19328-6
- Ziauddeen N, Gurdasani D, O’Hara ME, et al. Characteristics and impact of Long Covid: findings from an online survey. PLOS ONE. 2022;17:e0264331. doi:10.1371/journal.pone.0264331
- Graham F. Daily briefing: Answers emerge about long COVID recovery. Nature. Published online June 28, 2023. doi:10.1038/d41586-023-02190-8
- Al-Aly Z, Davis H, McCorkell L, et al. Long COVID science, research and policy. Nat Med. 2024;30:2148-2164. doi:10.1038/s41591-024-03173-6
- Atkins D, Kilbourne AM, Shulkin D. Moving from discovery to system-wide change: the role of research in a learning health care system: experience from three decades of health systems research in the Veterans Health Administration. Annu Rev Public Health. 2017;38:467-487. doi:10.1146/annurev-publhealth-031816-044255
- Ely EW, Brown LM, Fineberg HV. Long covid defined. N Engl J Med. 2024;391:1746-1753.doi:10.1056/NEJMsb2408466
- Joosten YA, Israel TL, Williams NA, et al. Community engagement studios: a structured approach to obtaining meaningful input from stakeholders to inform research. Acad Med. 2015;90:1646-1650. doi:10.1097/ACM.0000000000000794
- AHRQ. Quick-start guide to dissemination for practice-based research networks. Revised June 2014. Accessed December 2, 2025. https://www.ahrq.gov/sites/default/files/wysiwyg/ncepcr/resources/dissemination-quick-start-guide.pdf
- Gustavson AM, Morrow CD, Brown RJ, et al. Reimagining how we synthesize information to impact clinical care, policy, and research priorities in real time: examples and lessons learned from COVID-19. J Gen Intern Med. 2024;39:2554-2559. doi:10.1007/s11606-024-08855-y
- University of Minnesota. About the Center for Learning Health System Sciences. Updated December 11, 2025. Accessed December 12, 2025. https://med.umn.edu/clhss/about-us
- AHRQ. National Research Action Plan. Published online 2022. Accessed February 14, 2024. https://www.covid.gov/sites/default/files/documents/National-Research-Action-Plan-on-Long-COVID-08012022.pdf
- Gustavson AM, Eaton TL, Schapira RM, et al. Approaches to long COVID care: the Veterans Health Administration experience in 2021. BMJ Mil Health. 2024;170:179-180. doi:10.1136/military-2022-002185
- Gustavson AM. A learning health system approach to long COVID care. Fed Pract. 2022;39:7. doi:10.12788/fp.0288
- Palacio A, Bast E, Klimas N, et al. Lessons learned in implementing a multidisciplinary long COVID clinic. Am J Med. 2025;138:843-849.doi:10.1016/j.amjmed.2024.05.020
- Prusinski C, Yan D, Klasova J, et al. Multidisciplinary management strategies for long COVID: a narrative review. Cureus. 2024;16:e59478. doi:10.7759/cureus.59478
Confronting Uncertainty and Addressing Urgency for Action Through the Establishment of a VA Long COVID Practice-Based Research Network
Confronting Uncertainty and Addressing Urgency for Action Through the Establishment of a VA Long COVID Practice-Based Research Network
Effects of Lumbar Fusion and Dual-Mobility Liners on Dislocation Rates Following Total Hip Arthroplasty in a Veteran Population
Effects of Lumbar Fusion and Dual-Mobility Liners on Dislocation Rates Following Total Hip Arthroplasty in a Veteran Population
Total hip arthroplasty (THA) is among the most common elective orthopedic procedures performed annually in the United States, with an estimated 635,000 to 909,000 THAs expected each year by 2030.1 Consequently, complication rates and revision surgeries related to THA have been increasing, along with the financial burden on the health care system.2-4 Optimizing outcomes for patients undergoing THA and identifying risk factors for treatment failure have become areas of focus.
Over the last decade, there has been a renewed interest in the effect of previous lumbar spine fusion (LSF) surgery on THA outcomes. Studies have explored the rates of complications, postoperative mobility, and THA implant impingement.5-8 However, the outcome receiving the most attention in recent literature is the rate and effect of dislocation in patients with lumbar fusion surgery. Large Medicare database analyses have discovered an association with increased rates of dislocations in patients with lumbar fusion surgeries compared with those without.9,10 Prosthetic hip dislocation is an expensive complication of THA and is projected to have greater impact through 2035 due to a growing number of THA procedures.11 Identifying risk factors associated with hip dislocation is paramount to mitigating its effect on patients who have undergone THA.
Recent research has found increased rates of THA dislocation and revision surgery in patients with LSF, with some studies showing previous LSF as the strongest independent predictor.6-16 However, controversy surrounds this relationship, including the sequence of procedures (LSF before or after THA), the time between procedures, and involvement of the sacrum in LSF. One study found that patients had a 106% increased risk of dislocation when LSF was performed before THA compared with patients who underwent LSF 5 years after undergoing THA, while another study showed no significant difference in dislocations pre- vs post-LSF.16,17 An additional study showed no significant difference in the rate of dislocation in patients without sacral involvement in the LSF, while also showing significantly higher rates of dislocation in LSF with sacral involvement.12 The researchers also found a trend toward more dislocations in longer lumbosacral fusions. Recent studies have also examined dislocation rates with lumbar fusion in patients treated with dual-mobility liners.18-20 The consensus from these studies is that dual-mobility liners significantly decrease the rate of dislocation in primary THAs with lumbar fusion.
The present study sought to determine the rates of hip dislocations in a US Department of Veterans Affairs (VA) hospital setting. To the authors’ knowledge, no retrospective study focusing on THAs in the veteran population has been performed. This study benefits from controlling for various surgeon techniques and surgical preferences when compared to large Medicare database studies because the orthopedic surgeon (ABK) only performed the posterior approach for all patients during the study period.
The primary objective of this study was to determine whether the rates of hip dislocation would, in fact, be higher in patients with lumbar fusion surgery, as recent database studies suggest. Secondary objectives included determining whether patient characteristics, comorbidities, number of levels fused, or inclusion of the sacrum in the fusion construct influenced dislocation rates. Furthermore, VA Dayton Healthcare System (VADHS) began routine use of dual-mobility liners for lumbar fusion patients in 2018, allowing for examination of these patients.
Methods
The Wright State University and VADHS Institutional Review Board approved this study design. A retrospective review of all primary THAs at VADHS was performed to investigate the relationship between previous lumbar spine fusion and the incidence of THA revision. Manual chart review was performed for patients who underwent primary THA between January 2003, and December 2022. One surgeon performed all surgeries using only the posterior approach. Patients were not excluded if they had bilateral procedures and all eligible hips were included. Patients with a concomitant diagnosis of fracture of the femoral head or femoral neck at the time of surgery were excluded. Additionally, only patients with ≥ 12 months of follow-up data were included.
The primary outcome was dislocation within 12 months of THA; the primary independent variable was LSF prior to THA. Covariates included patient demographics (age, sex, body mass index [BMI]) and Charlson Comorbidity Index (CCI) score, with additional data collected on the number of levels fused, sacral spine involvement, revision rates, and use of dual-mobility liners. Year of surgery was also included in analyses to account for any changes that may have occurred during the study period.
Statistical Analysis
Statistical analyses were performed in SAS 9.4. Patients were grouped into 2 cohorts, depending on whether they had received LSF prior to THA. Analyses were adjusted for repeated measures to account for the small percentage of patients with bilateral procedures.
Univariate comparisons between cohorts for covariates, as well as rates of dislocation and revision, were performed using the independent samples t test for continuous variables and the Fisher exact test for dichotomous categorical variables. Significant comorbidities, as well as age, sex, BMI, liner type, LSF cohort, and surgery year, were included in a logistic regression model to determine what effect, if any, they had on the likelihood of dislocation. Variables were removed using a backward stepwise approach, starting with the nonsignificant variable effect with the lowest χ2 value, and continuing until reaching a final model where all remaining variable effects were significant. For the variables retained in the final model, odds ratios (ORs) with 95% CIs were derived, with dislocation designated as the event. Individual comorbidity subcomponents of the CCI were also analyzed for their effects on dislocation using backward stepwise logistic regression. A secondary analysis among patients with LSF tested for the influence of the number of vertebral levels fused, the presence or absence of sacral involvement in the fusion, and the use of dual-mobility liners on the likelihood of hip dislocation.
Results
The LSF cohort included 39 patients with THA and prior LSF, 3 of whom had bilateral procedures, for a total of 42 hips. The non-LSF cohort included 813 patients with THA, 112 of whom had bilateral procedures, for a total of 925 hips. The LSF and non-LSF cohorts did not differ significantly in age, sex, BMI, CCI, or revision rates (Table). The LSF cohort included a significantly higher percentage of hips receiving dual-mobility liners than did the non-LSF cohort (23.8% vs 0.6%; P < .001) and had more than twice the rate of dislocation (4 of 42 hips [9.5%] vs 35 of 925 hips [3.8%]), although this difference was not statistically significant (P = .08).

The final logistic regression model with dislocation as the outcome was statistically significant (χ2, 17.47; P < .001) and retained 2 significant predictor variables: LSF cohort (χ2, 4.63; P = .03), and sex (χ2, 18.27; P < .001). Females were more likely than males to experience dislocation (OR, 5.84; 95% CI, 2.60-13.13; P < .001) as were patients who had LSF prior to THA (OR, 3.42; 95% CI, 1.12-10.47; P = .03) (Figure). None of the CCI subcomponent comorbidities significantly affected the probability of dislocation (myocardial infarction, P = .46; congestive heart failure, P = .47; peripheral vascular disease, P = .97; stroke, P = .51; dementia, P = .99; chronic obstructive pulmonary disease, P = .95; connective tissue disease, P = .25; peptic ulcer, P = .41; liver disease, P = .30; diabetes, P = .06; hemiplegia, P = .99; chronic kidney disease, P = .82; solid tumor, P = .90; leukemia, P = .99; lymphoma, P = .99; AIDS, P = .99). Within the LSF cohort, neither the number of levels fused (P = .83) nor sacral involvement (P = .42), significantly affected the probability of hip dislocation. None of the patients in either cohort who received dual-mobility liners subsequently dislocated their hips, nor did any of them require revision surgery.

Discussion
Spinopelvic biomechanics have been an area of increasing interest and research. Spinal fusion has been shown to alter the mobility of the pelvis and has been associated with decreased stability of THA implants.21 For example, in the setting of a fused spine, the lack of compensatory changes in pelvic tilt or acetabular anteversion when adjusting to a seated or standing position may predispose patients to impingement because the acetabular component is not properly positioned. Dual-mobility constructs mitigate this risk by providing an additional articulation, which increases jump distance and range of motion prior to impingement, thereby enhancing stability.
The use of dual-mobility liners in patients with LSF has also been examined.18-20 These studies demonstrate a reduced risk of postoperative THA dislocation in patients with previous LSF. The rate of postoperative complications and revisions for LSF patients with dual-mobility liners was also found to be similar to that of THAs without dual-mobility in patients without prior LSF. This study focused on a veteran population to demonstrate the efficacy of dual-mobility liners in patients with LSF. The results indicate that LSF prior to THA and female sex were predictors for prosthetic hip dislocations in the 12-month postoperative period in this patient population, which aligns with the current literature.
The dislocation rate in the LSF-THA group (9.5%) was higher than the dislocation rate in the control group (3.8%). Although not statistically significant in the univariate analysis, LSF was shown to be a significant risk factor after controlling for patient sex. Other studies have found the dislocation rate to be 3% to 7%, which is lower than the dislocation rate observed in this study.8,10,16
The reasons for this higher rate of dislocation are not entirely clear. A veteran population has poorer overall health than the general population, which may contribute to the higher than previously reported dislocation rates.22 These results can be applied to the management of veterans seeking THA.
There have been conflicting reports regarding the impact a patient’s sex has on THA outcomes in the general population.23-26 This study found that female patients had higher rates of dislocation within 1 year of THA than male patients. This difference, which could be due to differences in baseline anatomic hip morphology between the sexes; females tend to have smaller femoral head sizes and less offset compared with males.27,28 However, this finding could have been confounded by the small number of female veterans in the study cohort.
A type 2 diabetes mellitus (T2DM) diagnosis, which is a component of CCI, trended toward increased risk of prosthetic hip dislocation. Multiple studies have also discussed the increased risk of postoperative infections and revisions following THA in patients with T2DM.29-31 One study found T2DM to be an independent risk factor for immediate in-hospital postoperative complications following hip arthroplasty.32
Another factor that may influence postoperative dislocation risk is surgical approach. The posterior approach has historically been associated with higher rates of instability when compared to anterior or lateral THA.33 Researchers have also looked at the role that surgical approach plays in patients with prior LSF. Huebschmann et al confirmed that not only is LSF a significant risk factor for dislocation following THA, but anterior and laterally based surgical approaches may mitigate this risk.34
Limitations
As a retrospective cohort study, the reliability of the data hinges on complete documentation. Documentation of all encounters for dislocations was obtained from the VA Computerized Patient Record System, which may have led to some dislocation events being missed. However, as long as there was adequate postoperative follow-up, it was assumed all events outside the VA were included. Another limitation of this study was that male patients greatly outnumbered female patients, and this fact could limit the generalizability of findings to the population as a whole.
Conclusions
This study in a veteran population found that prior LSF and female sex were significant predictors for postoperative dislocation within 1 year of THA surgery. Additionally, the use of a dual-mobility liner was found to be protective against postoperative dislocation events. These data allow clinicians to better counsel veterans on the risk factors associated with postoperative dislocation and strategies to mitigate this risk.
- Sloan M, Premkumar A, Sheth NP. Projected volume of primary total joint arthroplasty in the U.S., 2014 to 2030. J Bone Joint Surg Am. 2018;100:1455-1460. doi:10.2106/JBJS.17.01617
- Bozic KJ, Kurtz SM, Lau E, et al. The epidemiology of revision total hip arthroplasty in the United States. J Bone Joint Surg Am. 2009;91:128-133. doi:10.2106/JBJS.H.00155
- Kurtz SM, Ong KL, Schmier J, et al. Future clinical and economic impact of revision total hip and knee arthroplasty. J Bone Joint Surg Am. 2007;89:144-151. doi:10.2106/JBJS.G.00587
- Kurtz SM, Ong KL, Schmier J, et al. Primary and revision arthroplasty surgery caseloads in the United States from 1990 to 2004. J Arthroplasty. 2009;24:195-203. doi:10.1016/j.arth.2007.11.015
- Yamato Y, Furuhashi H, Hasegawa T, et al. Simulation of implant impingement after spinal corrective fusion surgery in patients with previous total hip arthroplasty: a retrospective case series. Spine (Phila Pa 1976). 2021;46:512-519. doi:10.1097/BRS.0000000000003836
- Mudrick CA, Melvin JS, Springer BD. Late posterior hip instability after lumbar spinopelvic fusion. Arthroplast Today. 2015;1:25-29. doi:10.1016/j.artd.2015.05.002
- Diebo BG, Beyer GA, Grieco PW, et al. Complications in patients undergoing spinal fusion after THA. Clin Orthop Relat Res. 2018;476:412-417.doi:10.1007/s11999.0000000000000009 8.
- Sing DC, Barry JJ, Aguilar TU, et al. Prior lumbar spinal arthrodesis increases risk of prosthetic-related complication in total hip arthroplasty. J Arthroplasty. 2016;31:227-232.e1. doi:10.1016/j.arth.2016.02.069
- King CA, Landy DC, Martell JM, et al. Time to dislocation analysis of lumbar spine fusion following total hip arthroplasty: breaking up a happy home. J Arthroplasty. 2018;33:3768-3772. doi:10.1016/j.arth.2018.08.029
- Buckland AJ, Puvanesarajah V, Vigdorchik J, et al. Dislocation of a primary total hip arthroplasty is more common in patients with a lumbar spinal fusion. Bone Joint J. 2017;99-B:585-591.doi:10.1302/0301-620X.99B5.BJJ-2016-0657.R1
- Pirruccio K, Premkumar A, Sheth NP. The burden of prosthetic hip dislocations in the United States is projected to significantly increase by 2035. Hip Int. 2021;31:714-721. doi:10.1177/1120700020923619
- Salib CG, Reina N, Perry KI, et al. Lumbar fusion involving the sacrum increases dislocation risk in primary total hip arthroplasty. Bone Joint J. 2019;101-B:198-206. doi:10.1302/0301-620X.101B2.BJJ-2018-0754.R1
- An VVG, Phan K, Sivakumar BS, et al. Prior lumbar spinal fusion is associated with an increased risk of dislocation and revision in total hip arthroplasty: a meta-analysis. J Arthroplasty. 2018;33:297-300. doi:10.1016/j.arth.2017.08.040
- Klemt C, Padmanabha A, Tirumala V, et al. Lumbar spine fusion before revision total hip arthroplasty is associated with increased dislocation rates. J Am Acad Orthop Surg. 2021;29:e860-e868. doi:10.5435/JAAOS-D-20-00824
- Gausden EB, Parhar HS, Popper JE, et al. Risk factors for early dislocation following primary elective total hip arthroplasty. J Arthroplasty. 2018;33:1567-1571. doi:10.1016/j.arth.2017.12.034
- Malkani AL, Himschoot KJ, Ong KL, et al. Does timing of primary total hip arthroplasty prior to or after lumbar spine fusion have an effect on dislocation and revision rates?. J Arthroplasty. 2019;34:907-911. doi:10.1016/j.arth.2019.01.009
- Parilla FW, Shah RR, Gordon AC, et al. Does it matter: total hip arthroplasty or lumbar spinal fusion first? Preoperative sagittal spinopelvic measurements guide patient-specific surgical strategies in patients requiring both. J Arthroplasty. 2019;34:2652-2662. doi:10.1016/j.arth.2019.05.053
- Chalmers BP, Syku M, Sculco TP, et al. Dual-mobility constructs in primary total hip arthroplasty in high-risk patients with spinal fusions: our institutional experience. Arthroplast Today. 2020;6:749-754. doi:10.1016/j.artd.2020.07.024
- Nessler JM, Malkani AL, Sachdeva S, et al. Use of dual mobility cups in patients undergoing primary total hip arthroplasty with prior lumbar spine fusion. Int Orthop. 2020;44:857-862. doi:10.1007/s00264-020-04507-y
- Nessler JM, Malkani AL, Yep PJ, et al. Dislocation rates of primary total hip arthroplasty in patients with prior lumbar spine fusion and lumbar degenerative disk disease with and without utilization of dual mobility cups: an American Joint Replacement Registry study. J Am Acad Orthop Surg. 2023;31:e271-e277. doi:10.5435/JAAOS-D-22-00767
- Phan D, Bederman SS, Schwarzkopf R. The influence of sagittal spinal deformity on anteversion of the acetabular component in total hip arthroplasty. Bone Joint J. 2015;97-B:1017-1023. doi:10.1302/0301-620X.97B8.35700
- Agha Z, Lofgren RP, VanRuiswyk JV, et al. Are patients at Veterans Affairs medical centers sicker? A comparative analysis of health status and medical resource use. Arch Intern Med. 2000;160:3252-3257. doi:10.1001/archinte.160.21.325223.
- Basques BA, Bell JA, Fillingham YA, et al. Gender differences for hip and knee arthroplasty: complications and healthcare utilization. J Arthroplasty. 2019;34:1593-1597.e1. doi:10.1016/j.arth.2019.03.064
- Kim YH, Choi Y, Kim JS. Influence of patient-, design-, and surgery-related factors on rate of dislocation after primary cementless total hip arthroplasty. J Arthroplasty. 2009;24:1258-1263. doi:10.1016/j.arth.2009.03.017
- Chen A, Paxton L, Zheng X, et al. Association of sex with risk of 2-year revision among patients undergoing total hip arthroplasty. JAMA Netw Open. 2021;4:e2110687. doi:10.1001/jamanetworkopen.2021.10687
- Inacio MCS, Ake CF, Paxton EW, et al. Sex and risk of hip implant failure: assessing total hip arthroplasty outcomes in the United States. JAMA Intern Med. 2013;173:435-441. doi:10.1001/jamainternmed.2013.3271
- Karlson EW, Daltroy LH, Liang MH, et al. Gender differences in patient preferences may underlie differential utilization of elective surgery. Am J Med. 1997;102:524-530. doi:10.1016/s0002-9343(97)00050-8
- Kostamo T, Bourne RB, Whittaker JP, et al. No difference in gender-specific hip replacement outcomes. Clin Orthop Relat Res. 2009;467:135-140. doi:10.1007/s11999-008-0466-2
- Papagelopoulos PJ, Idusuyi OB, Wallrichs SL, et al. Long term outcome and survivorship analysis of primary total knee arthroplasty in patients with diabetes mellitus. Clin Orthop Relat Res. 1996;(330):124-132. doi:10.1097/00003086-199609000-00015
- Fitzgerald RH Jr, Nolan DR, Ilstrup DM, et al. Deep wound sepsis following total hip arthroplasty. J Bone Joint Surg Am. 1977;59:847-855.
- Blom AW, Brown J, Taylor AH, et al. Infection after total knee arthroplasty. J Bone Joint Surg Br. 2004;86:688-691. doi:10.1302/0301-620x.86b5.14887
- Jain NB, Guller U, Pietrobon R, et al. Comorbidities increase complication rates in patients having arthroplasty. Clin Orthop Relat Res. 2005;435:232-238. doi:10.1097/01.blo.0000156479.97488.a2
- Docter S, Philpott HT, Godkin L, et al. Comparison of intra and post-operative complication rates among surgical approaches in Total Hip Arthroplasty: A systematic review and meta-analysis. J Orthop. 2020;20:310-325. doi:10.1016/j.jor.2020.05.008
- Huebschmann NA, Lawrence KW, Robin JX, et al. Does surgical approach affect dislocation rate after total hip arthroplasty in patients who have prior lumbar spinal fusion? A retrospective analysis of 16,223 cases. J Arthroplasty. 2024;39:S306-S313. doi:10.1016/j.arth.2024.03.068
Total hip arthroplasty (THA) is among the most common elective orthopedic procedures performed annually in the United States, with an estimated 635,000 to 909,000 THAs expected each year by 2030.1 Consequently, complication rates and revision surgeries related to THA have been increasing, along with the financial burden on the health care system.2-4 Optimizing outcomes for patients undergoing THA and identifying risk factors for treatment failure have become areas of focus.
Over the last decade, there has been a renewed interest in the effect of previous lumbar spine fusion (LSF) surgery on THA outcomes. Studies have explored the rates of complications, postoperative mobility, and THA implant impingement.5-8 However, the outcome receiving the most attention in recent literature is the rate and effect of dislocation in patients with lumbar fusion surgery. Large Medicare database analyses have discovered an association with increased rates of dislocations in patients with lumbar fusion surgeries compared with those without.9,10 Prosthetic hip dislocation is an expensive complication of THA and is projected to have greater impact through 2035 due to a growing number of THA procedures.11 Identifying risk factors associated with hip dislocation is paramount to mitigating its effect on patients who have undergone THA.
Recent research has found increased rates of THA dislocation and revision surgery in patients with LSF, with some studies showing previous LSF as the strongest independent predictor.6-16 However, controversy surrounds this relationship, including the sequence of procedures (LSF before or after THA), the time between procedures, and involvement of the sacrum in LSF. One study found that patients had a 106% increased risk of dislocation when LSF was performed before THA compared with patients who underwent LSF 5 years after undergoing THA, while another study showed no significant difference in dislocations pre- vs post-LSF.16,17 An additional study showed no significant difference in the rate of dislocation in patients without sacral involvement in the LSF, while also showing significantly higher rates of dislocation in LSF with sacral involvement.12 The researchers also found a trend toward more dislocations in longer lumbosacral fusions. Recent studies have also examined dislocation rates with lumbar fusion in patients treated with dual-mobility liners.18-20 The consensus from these studies is that dual-mobility liners significantly decrease the rate of dislocation in primary THAs with lumbar fusion.
The present study sought to determine the rates of hip dislocations in a US Department of Veterans Affairs (VA) hospital setting. To the authors’ knowledge, no retrospective study focusing on THAs in the veteran population has been performed. This study benefits from controlling for various surgeon techniques and surgical preferences when compared to large Medicare database studies because the orthopedic surgeon (ABK) only performed the posterior approach for all patients during the study period.
The primary objective of this study was to determine whether the rates of hip dislocation would, in fact, be higher in patients with lumbar fusion surgery, as recent database studies suggest. Secondary objectives included determining whether patient characteristics, comorbidities, number of levels fused, or inclusion of the sacrum in the fusion construct influenced dislocation rates. Furthermore, VA Dayton Healthcare System (VADHS) began routine use of dual-mobility liners for lumbar fusion patients in 2018, allowing for examination of these patients.
Methods
The Wright State University and VADHS Institutional Review Board approved this study design. A retrospective review of all primary THAs at VADHS was performed to investigate the relationship between previous lumbar spine fusion and the incidence of THA revision. Manual chart review was performed for patients who underwent primary THA between January 2003, and December 2022. One surgeon performed all surgeries using only the posterior approach. Patients were not excluded if they had bilateral procedures and all eligible hips were included. Patients with a concomitant diagnosis of fracture of the femoral head or femoral neck at the time of surgery were excluded. Additionally, only patients with ≥ 12 months of follow-up data were included.
The primary outcome was dislocation within 12 months of THA; the primary independent variable was LSF prior to THA. Covariates included patient demographics (age, sex, body mass index [BMI]) and Charlson Comorbidity Index (CCI) score, with additional data collected on the number of levels fused, sacral spine involvement, revision rates, and use of dual-mobility liners. Year of surgery was also included in analyses to account for any changes that may have occurred during the study period.
Statistical Analysis
Statistical analyses were performed in SAS 9.4. Patients were grouped into 2 cohorts, depending on whether they had received LSF prior to THA. Analyses were adjusted for repeated measures to account for the small percentage of patients with bilateral procedures.
Univariate comparisons between cohorts for covariates, as well as rates of dislocation and revision, were performed using the independent samples t test for continuous variables and the Fisher exact test for dichotomous categorical variables. Significant comorbidities, as well as age, sex, BMI, liner type, LSF cohort, and surgery year, were included in a logistic regression model to determine what effect, if any, they had on the likelihood of dislocation. Variables were removed using a backward stepwise approach, starting with the nonsignificant variable effect with the lowest χ2 value, and continuing until reaching a final model where all remaining variable effects were significant. For the variables retained in the final model, odds ratios (ORs) with 95% CIs were derived, with dislocation designated as the event. Individual comorbidity subcomponents of the CCI were also analyzed for their effects on dislocation using backward stepwise logistic regression. A secondary analysis among patients with LSF tested for the influence of the number of vertebral levels fused, the presence or absence of sacral involvement in the fusion, and the use of dual-mobility liners on the likelihood of hip dislocation.
Results
The LSF cohort included 39 patients with THA and prior LSF, 3 of whom had bilateral procedures, for a total of 42 hips. The non-LSF cohort included 813 patients with THA, 112 of whom had bilateral procedures, for a total of 925 hips. The LSF and non-LSF cohorts did not differ significantly in age, sex, BMI, CCI, or revision rates (Table). The LSF cohort included a significantly higher percentage of hips receiving dual-mobility liners than did the non-LSF cohort (23.8% vs 0.6%; P < .001) and had more than twice the rate of dislocation (4 of 42 hips [9.5%] vs 35 of 925 hips [3.8%]), although this difference was not statistically significant (P = .08).

The final logistic regression model with dislocation as the outcome was statistically significant (χ2, 17.47; P < .001) and retained 2 significant predictor variables: LSF cohort (χ2, 4.63; P = .03), and sex (χ2, 18.27; P < .001). Females were more likely than males to experience dislocation (OR, 5.84; 95% CI, 2.60-13.13; P < .001) as were patients who had LSF prior to THA (OR, 3.42; 95% CI, 1.12-10.47; P = .03) (Figure). None of the CCI subcomponent comorbidities significantly affected the probability of dislocation (myocardial infarction, P = .46; congestive heart failure, P = .47; peripheral vascular disease, P = .97; stroke, P = .51; dementia, P = .99; chronic obstructive pulmonary disease, P = .95; connective tissue disease, P = .25; peptic ulcer, P = .41; liver disease, P = .30; diabetes, P = .06; hemiplegia, P = .99; chronic kidney disease, P = .82; solid tumor, P = .90; leukemia, P = .99; lymphoma, P = .99; AIDS, P = .99). Within the LSF cohort, neither the number of levels fused (P = .83) nor sacral involvement (P = .42), significantly affected the probability of hip dislocation. None of the patients in either cohort who received dual-mobility liners subsequently dislocated their hips, nor did any of them require revision surgery.

Discussion
Spinopelvic biomechanics have been an area of increasing interest and research. Spinal fusion has been shown to alter the mobility of the pelvis and has been associated with decreased stability of THA implants.21 For example, in the setting of a fused spine, the lack of compensatory changes in pelvic tilt or acetabular anteversion when adjusting to a seated or standing position may predispose patients to impingement because the acetabular component is not properly positioned. Dual-mobility constructs mitigate this risk by providing an additional articulation, which increases jump distance and range of motion prior to impingement, thereby enhancing stability.
The use of dual-mobility liners in patients with LSF has also been examined.18-20 These studies demonstrate a reduced risk of postoperative THA dislocation in patients with previous LSF. The rate of postoperative complications and revisions for LSF patients with dual-mobility liners was also found to be similar to that of THAs without dual-mobility in patients without prior LSF. This study focused on a veteran population to demonstrate the efficacy of dual-mobility liners in patients with LSF. The results indicate that LSF prior to THA and female sex were predictors for prosthetic hip dislocations in the 12-month postoperative period in this patient population, which aligns with the current literature.
The dislocation rate in the LSF-THA group (9.5%) was higher than the dislocation rate in the control group (3.8%). Although not statistically significant in the univariate analysis, LSF was shown to be a significant risk factor after controlling for patient sex. Other studies have found the dislocation rate to be 3% to 7%, which is lower than the dislocation rate observed in this study.8,10,16
The reasons for this higher rate of dislocation are not entirely clear. A veteran population has poorer overall health than the general population, which may contribute to the higher than previously reported dislocation rates.22 These results can be applied to the management of veterans seeking THA.
There have been conflicting reports regarding the impact a patient’s sex has on THA outcomes in the general population.23-26 This study found that female patients had higher rates of dislocation within 1 year of THA than male patients. This difference, which could be due to differences in baseline anatomic hip morphology between the sexes; females tend to have smaller femoral head sizes and less offset compared with males.27,28 However, this finding could have been confounded by the small number of female veterans in the study cohort.
A type 2 diabetes mellitus (T2DM) diagnosis, which is a component of CCI, trended toward increased risk of prosthetic hip dislocation. Multiple studies have also discussed the increased risk of postoperative infections and revisions following THA in patients with T2DM.29-31 One study found T2DM to be an independent risk factor for immediate in-hospital postoperative complications following hip arthroplasty.32
Another factor that may influence postoperative dislocation risk is surgical approach. The posterior approach has historically been associated with higher rates of instability when compared to anterior or lateral THA.33 Researchers have also looked at the role that surgical approach plays in patients with prior LSF. Huebschmann et al confirmed that not only is LSF a significant risk factor for dislocation following THA, but anterior and laterally based surgical approaches may mitigate this risk.34
Limitations
As a retrospective cohort study, the reliability of the data hinges on complete documentation. Documentation of all encounters for dislocations was obtained from the VA Computerized Patient Record System, which may have led to some dislocation events being missed. However, as long as there was adequate postoperative follow-up, it was assumed all events outside the VA were included. Another limitation of this study was that male patients greatly outnumbered female patients, and this fact could limit the generalizability of findings to the population as a whole.
Conclusions
This study in a veteran population found that prior LSF and female sex were significant predictors for postoperative dislocation within 1 year of THA surgery. Additionally, the use of a dual-mobility liner was found to be protective against postoperative dislocation events. These data allow clinicians to better counsel veterans on the risk factors associated with postoperative dislocation and strategies to mitigate this risk.
Total hip arthroplasty (THA) is among the most common elective orthopedic procedures performed annually in the United States, with an estimated 635,000 to 909,000 THAs expected each year by 2030.1 Consequently, complication rates and revision surgeries related to THA have been increasing, along with the financial burden on the health care system.2-4 Optimizing outcomes for patients undergoing THA and identifying risk factors for treatment failure have become areas of focus.
Over the last decade, there has been a renewed interest in the effect of previous lumbar spine fusion (LSF) surgery on THA outcomes. Studies have explored the rates of complications, postoperative mobility, and THA implant impingement.5-8 However, the outcome receiving the most attention in recent literature is the rate and effect of dislocation in patients with lumbar fusion surgery. Large Medicare database analyses have discovered an association with increased rates of dislocations in patients with lumbar fusion surgeries compared with those without.9,10 Prosthetic hip dislocation is an expensive complication of THA and is projected to have greater impact through 2035 due to a growing number of THA procedures.11 Identifying risk factors associated with hip dislocation is paramount to mitigating its effect on patients who have undergone THA.
Recent research has found increased rates of THA dislocation and revision surgery in patients with LSF, with some studies showing previous LSF as the strongest independent predictor.6-16 However, controversy surrounds this relationship, including the sequence of procedures (LSF before or after THA), the time between procedures, and involvement of the sacrum in LSF. One study found that patients had a 106% increased risk of dislocation when LSF was performed before THA compared with patients who underwent LSF 5 years after undergoing THA, while another study showed no significant difference in dislocations pre- vs post-LSF.16,17 An additional study showed no significant difference in the rate of dislocation in patients without sacral involvement in the LSF, while also showing significantly higher rates of dislocation in LSF with sacral involvement.12 The researchers also found a trend toward more dislocations in longer lumbosacral fusions. Recent studies have also examined dislocation rates with lumbar fusion in patients treated with dual-mobility liners.18-20 The consensus from these studies is that dual-mobility liners significantly decrease the rate of dislocation in primary THAs with lumbar fusion.
The present study sought to determine the rates of hip dislocations in a US Department of Veterans Affairs (VA) hospital setting. To the authors’ knowledge, no retrospective study focusing on THAs in the veteran population has been performed. This study benefits from controlling for various surgeon techniques and surgical preferences when compared to large Medicare database studies because the orthopedic surgeon (ABK) only performed the posterior approach for all patients during the study period.
The primary objective of this study was to determine whether the rates of hip dislocation would, in fact, be higher in patients with lumbar fusion surgery, as recent database studies suggest. Secondary objectives included determining whether patient characteristics, comorbidities, number of levels fused, or inclusion of the sacrum in the fusion construct influenced dislocation rates. Furthermore, VA Dayton Healthcare System (VADHS) began routine use of dual-mobility liners for lumbar fusion patients in 2018, allowing for examination of these patients.
Methods
The Wright State University and VADHS Institutional Review Board approved this study design. A retrospective review of all primary THAs at VADHS was performed to investigate the relationship between previous lumbar spine fusion and the incidence of THA revision. Manual chart review was performed for patients who underwent primary THA between January 2003, and December 2022. One surgeon performed all surgeries using only the posterior approach. Patients were not excluded if they had bilateral procedures and all eligible hips were included. Patients with a concomitant diagnosis of fracture of the femoral head or femoral neck at the time of surgery were excluded. Additionally, only patients with ≥ 12 months of follow-up data were included.
The primary outcome was dislocation within 12 months of THA; the primary independent variable was LSF prior to THA. Covariates included patient demographics (age, sex, body mass index [BMI]) and Charlson Comorbidity Index (CCI) score, with additional data collected on the number of levels fused, sacral spine involvement, revision rates, and use of dual-mobility liners. Year of surgery was also included in analyses to account for any changes that may have occurred during the study period.
Statistical Analysis
Statistical analyses were performed in SAS 9.4. Patients were grouped into 2 cohorts, depending on whether they had received LSF prior to THA. Analyses were adjusted for repeated measures to account for the small percentage of patients with bilateral procedures.
Univariate comparisons between cohorts for covariates, as well as rates of dislocation and revision, were performed using the independent samples t test for continuous variables and the Fisher exact test for dichotomous categorical variables. Significant comorbidities, as well as age, sex, BMI, liner type, LSF cohort, and surgery year, were included in a logistic regression model to determine what effect, if any, they had on the likelihood of dislocation. Variables were removed using a backward stepwise approach, starting with the nonsignificant variable effect with the lowest χ2 value, and continuing until reaching a final model where all remaining variable effects were significant. For the variables retained in the final model, odds ratios (ORs) with 95% CIs were derived, with dislocation designated as the event. Individual comorbidity subcomponents of the CCI were also analyzed for their effects on dislocation using backward stepwise logistic regression. A secondary analysis among patients with LSF tested for the influence of the number of vertebral levels fused, the presence or absence of sacral involvement in the fusion, and the use of dual-mobility liners on the likelihood of hip dislocation.
Results
The LSF cohort included 39 patients with THA and prior LSF, 3 of whom had bilateral procedures, for a total of 42 hips. The non-LSF cohort included 813 patients with THA, 112 of whom had bilateral procedures, for a total of 925 hips. The LSF and non-LSF cohorts did not differ significantly in age, sex, BMI, CCI, or revision rates (Table). The LSF cohort included a significantly higher percentage of hips receiving dual-mobility liners than did the non-LSF cohort (23.8% vs 0.6%; P < .001) and had more than twice the rate of dislocation (4 of 42 hips [9.5%] vs 35 of 925 hips [3.8%]), although this difference was not statistically significant (P = .08).

The final logistic regression model with dislocation as the outcome was statistically significant (χ2, 17.47; P < .001) and retained 2 significant predictor variables: LSF cohort (χ2, 4.63; P = .03), and sex (χ2, 18.27; P < .001). Females were more likely than males to experience dislocation (OR, 5.84; 95% CI, 2.60-13.13; P < .001) as were patients who had LSF prior to THA (OR, 3.42; 95% CI, 1.12-10.47; P = .03) (Figure). None of the CCI subcomponent comorbidities significantly affected the probability of dislocation (myocardial infarction, P = .46; congestive heart failure, P = .47; peripheral vascular disease, P = .97; stroke, P = .51; dementia, P = .99; chronic obstructive pulmonary disease, P = .95; connective tissue disease, P = .25; peptic ulcer, P = .41; liver disease, P = .30; diabetes, P = .06; hemiplegia, P = .99; chronic kidney disease, P = .82; solid tumor, P = .90; leukemia, P = .99; lymphoma, P = .99; AIDS, P = .99). Within the LSF cohort, neither the number of levels fused (P = .83) nor sacral involvement (P = .42), significantly affected the probability of hip dislocation. None of the patients in either cohort who received dual-mobility liners subsequently dislocated their hips, nor did any of them require revision surgery.

Discussion
Spinopelvic biomechanics have been an area of increasing interest and research. Spinal fusion has been shown to alter the mobility of the pelvis and has been associated with decreased stability of THA implants.21 For example, in the setting of a fused spine, the lack of compensatory changes in pelvic tilt or acetabular anteversion when adjusting to a seated or standing position may predispose patients to impingement because the acetabular component is not properly positioned. Dual-mobility constructs mitigate this risk by providing an additional articulation, which increases jump distance and range of motion prior to impingement, thereby enhancing stability.
The use of dual-mobility liners in patients with LSF has also been examined.18-20 These studies demonstrate a reduced risk of postoperative THA dislocation in patients with previous LSF. The rate of postoperative complications and revisions for LSF patients with dual-mobility liners was also found to be similar to that of THAs without dual-mobility in patients without prior LSF. This study focused on a veteran population to demonstrate the efficacy of dual-mobility liners in patients with LSF. The results indicate that LSF prior to THA and female sex were predictors for prosthetic hip dislocations in the 12-month postoperative period in this patient population, which aligns with the current literature.
The dislocation rate in the LSF-THA group (9.5%) was higher than the dislocation rate in the control group (3.8%). Although not statistically significant in the univariate analysis, LSF was shown to be a significant risk factor after controlling for patient sex. Other studies have found the dislocation rate to be 3% to 7%, which is lower than the dislocation rate observed in this study.8,10,16
The reasons for this higher rate of dislocation are not entirely clear. A veteran population has poorer overall health than the general population, which may contribute to the higher than previously reported dislocation rates.22 These results can be applied to the management of veterans seeking THA.
There have been conflicting reports regarding the impact a patient’s sex has on THA outcomes in the general population.23-26 This study found that female patients had higher rates of dislocation within 1 year of THA than male patients. This difference, which could be due to differences in baseline anatomic hip morphology between the sexes; females tend to have smaller femoral head sizes and less offset compared with males.27,28 However, this finding could have been confounded by the small number of female veterans in the study cohort.
A type 2 diabetes mellitus (T2DM) diagnosis, which is a component of CCI, trended toward increased risk of prosthetic hip dislocation. Multiple studies have also discussed the increased risk of postoperative infections and revisions following THA in patients with T2DM.29-31 One study found T2DM to be an independent risk factor for immediate in-hospital postoperative complications following hip arthroplasty.32
Another factor that may influence postoperative dislocation risk is surgical approach. The posterior approach has historically been associated with higher rates of instability when compared to anterior or lateral THA.33 Researchers have also looked at the role that surgical approach plays in patients with prior LSF. Huebschmann et al confirmed that not only is LSF a significant risk factor for dislocation following THA, but anterior and laterally based surgical approaches may mitigate this risk.34
Limitations
As a retrospective cohort study, the reliability of the data hinges on complete documentation. Documentation of all encounters for dislocations was obtained from the VA Computerized Patient Record System, which may have led to some dislocation events being missed. However, as long as there was adequate postoperative follow-up, it was assumed all events outside the VA were included. Another limitation of this study was that male patients greatly outnumbered female patients, and this fact could limit the generalizability of findings to the population as a whole.
Conclusions
This study in a veteran population found that prior LSF and female sex were significant predictors for postoperative dislocation within 1 year of THA surgery. Additionally, the use of a dual-mobility liner was found to be protective against postoperative dislocation events. These data allow clinicians to better counsel veterans on the risk factors associated with postoperative dislocation and strategies to mitigate this risk.
- Sloan M, Premkumar A, Sheth NP. Projected volume of primary total joint arthroplasty in the U.S., 2014 to 2030. J Bone Joint Surg Am. 2018;100:1455-1460. doi:10.2106/JBJS.17.01617
- Bozic KJ, Kurtz SM, Lau E, et al. The epidemiology of revision total hip arthroplasty in the United States. J Bone Joint Surg Am. 2009;91:128-133. doi:10.2106/JBJS.H.00155
- Kurtz SM, Ong KL, Schmier J, et al. Future clinical and economic impact of revision total hip and knee arthroplasty. J Bone Joint Surg Am. 2007;89:144-151. doi:10.2106/JBJS.G.00587
- Kurtz SM, Ong KL, Schmier J, et al. Primary and revision arthroplasty surgery caseloads in the United States from 1990 to 2004. J Arthroplasty. 2009;24:195-203. doi:10.1016/j.arth.2007.11.015
- Yamato Y, Furuhashi H, Hasegawa T, et al. Simulation of implant impingement after spinal corrective fusion surgery in patients with previous total hip arthroplasty: a retrospective case series. Spine (Phila Pa 1976). 2021;46:512-519. doi:10.1097/BRS.0000000000003836
- Mudrick CA, Melvin JS, Springer BD. Late posterior hip instability after lumbar spinopelvic fusion. Arthroplast Today. 2015;1:25-29. doi:10.1016/j.artd.2015.05.002
- Diebo BG, Beyer GA, Grieco PW, et al. Complications in patients undergoing spinal fusion after THA. Clin Orthop Relat Res. 2018;476:412-417.doi:10.1007/s11999.0000000000000009 8.
- Sing DC, Barry JJ, Aguilar TU, et al. Prior lumbar spinal arthrodesis increases risk of prosthetic-related complication in total hip arthroplasty. J Arthroplasty. 2016;31:227-232.e1. doi:10.1016/j.arth.2016.02.069
- King CA, Landy DC, Martell JM, et al. Time to dislocation analysis of lumbar spine fusion following total hip arthroplasty: breaking up a happy home. J Arthroplasty. 2018;33:3768-3772. doi:10.1016/j.arth.2018.08.029
- Buckland AJ, Puvanesarajah V, Vigdorchik J, et al. Dislocation of a primary total hip arthroplasty is more common in patients with a lumbar spinal fusion. Bone Joint J. 2017;99-B:585-591.doi:10.1302/0301-620X.99B5.BJJ-2016-0657.R1
- Pirruccio K, Premkumar A, Sheth NP. The burden of prosthetic hip dislocations in the United States is projected to significantly increase by 2035. Hip Int. 2021;31:714-721. doi:10.1177/1120700020923619
- Salib CG, Reina N, Perry KI, et al. Lumbar fusion involving the sacrum increases dislocation risk in primary total hip arthroplasty. Bone Joint J. 2019;101-B:198-206. doi:10.1302/0301-620X.101B2.BJJ-2018-0754.R1
- An VVG, Phan K, Sivakumar BS, et al. Prior lumbar spinal fusion is associated with an increased risk of dislocation and revision in total hip arthroplasty: a meta-analysis. J Arthroplasty. 2018;33:297-300. doi:10.1016/j.arth.2017.08.040
- Klemt C, Padmanabha A, Tirumala V, et al. Lumbar spine fusion before revision total hip arthroplasty is associated with increased dislocation rates. J Am Acad Orthop Surg. 2021;29:e860-e868. doi:10.5435/JAAOS-D-20-00824
- Gausden EB, Parhar HS, Popper JE, et al. Risk factors for early dislocation following primary elective total hip arthroplasty. J Arthroplasty. 2018;33:1567-1571. doi:10.1016/j.arth.2017.12.034
- Malkani AL, Himschoot KJ, Ong KL, et al. Does timing of primary total hip arthroplasty prior to or after lumbar spine fusion have an effect on dislocation and revision rates?. J Arthroplasty. 2019;34:907-911. doi:10.1016/j.arth.2019.01.009
- Parilla FW, Shah RR, Gordon AC, et al. Does it matter: total hip arthroplasty or lumbar spinal fusion first? Preoperative sagittal spinopelvic measurements guide patient-specific surgical strategies in patients requiring both. J Arthroplasty. 2019;34:2652-2662. doi:10.1016/j.arth.2019.05.053
- Chalmers BP, Syku M, Sculco TP, et al. Dual-mobility constructs in primary total hip arthroplasty in high-risk patients with spinal fusions: our institutional experience. Arthroplast Today. 2020;6:749-754. doi:10.1016/j.artd.2020.07.024
- Nessler JM, Malkani AL, Sachdeva S, et al. Use of dual mobility cups in patients undergoing primary total hip arthroplasty with prior lumbar spine fusion. Int Orthop. 2020;44:857-862. doi:10.1007/s00264-020-04507-y
- Nessler JM, Malkani AL, Yep PJ, et al. Dislocation rates of primary total hip arthroplasty in patients with prior lumbar spine fusion and lumbar degenerative disk disease with and without utilization of dual mobility cups: an American Joint Replacement Registry study. J Am Acad Orthop Surg. 2023;31:e271-e277. doi:10.5435/JAAOS-D-22-00767
- Phan D, Bederman SS, Schwarzkopf R. The influence of sagittal spinal deformity on anteversion of the acetabular component in total hip arthroplasty. Bone Joint J. 2015;97-B:1017-1023. doi:10.1302/0301-620X.97B8.35700
- Agha Z, Lofgren RP, VanRuiswyk JV, et al. Are patients at Veterans Affairs medical centers sicker? A comparative analysis of health status and medical resource use. Arch Intern Med. 2000;160:3252-3257. doi:10.1001/archinte.160.21.325223.
- Basques BA, Bell JA, Fillingham YA, et al. Gender differences for hip and knee arthroplasty: complications and healthcare utilization. J Arthroplasty. 2019;34:1593-1597.e1. doi:10.1016/j.arth.2019.03.064
- Kim YH, Choi Y, Kim JS. Influence of patient-, design-, and surgery-related factors on rate of dislocation after primary cementless total hip arthroplasty. J Arthroplasty. 2009;24:1258-1263. doi:10.1016/j.arth.2009.03.017
- Chen A, Paxton L, Zheng X, et al. Association of sex with risk of 2-year revision among patients undergoing total hip arthroplasty. JAMA Netw Open. 2021;4:e2110687. doi:10.1001/jamanetworkopen.2021.10687
- Inacio MCS, Ake CF, Paxton EW, et al. Sex and risk of hip implant failure: assessing total hip arthroplasty outcomes in the United States. JAMA Intern Med. 2013;173:435-441. doi:10.1001/jamainternmed.2013.3271
- Karlson EW, Daltroy LH, Liang MH, et al. Gender differences in patient preferences may underlie differential utilization of elective surgery. Am J Med. 1997;102:524-530. doi:10.1016/s0002-9343(97)00050-8
- Kostamo T, Bourne RB, Whittaker JP, et al. No difference in gender-specific hip replacement outcomes. Clin Orthop Relat Res. 2009;467:135-140. doi:10.1007/s11999-008-0466-2
- Papagelopoulos PJ, Idusuyi OB, Wallrichs SL, et al. Long term outcome and survivorship analysis of primary total knee arthroplasty in patients with diabetes mellitus. Clin Orthop Relat Res. 1996;(330):124-132. doi:10.1097/00003086-199609000-00015
- Fitzgerald RH Jr, Nolan DR, Ilstrup DM, et al. Deep wound sepsis following total hip arthroplasty. J Bone Joint Surg Am. 1977;59:847-855.
- Blom AW, Brown J, Taylor AH, et al. Infection after total knee arthroplasty. J Bone Joint Surg Br. 2004;86:688-691. doi:10.1302/0301-620x.86b5.14887
- Jain NB, Guller U, Pietrobon R, et al. Comorbidities increase complication rates in patients having arthroplasty. Clin Orthop Relat Res. 2005;435:232-238. doi:10.1097/01.blo.0000156479.97488.a2
- Docter S, Philpott HT, Godkin L, et al. Comparison of intra and post-operative complication rates among surgical approaches in Total Hip Arthroplasty: A systematic review and meta-analysis. J Orthop. 2020;20:310-325. doi:10.1016/j.jor.2020.05.008
- Huebschmann NA, Lawrence KW, Robin JX, et al. Does surgical approach affect dislocation rate after total hip arthroplasty in patients who have prior lumbar spinal fusion? A retrospective analysis of 16,223 cases. J Arthroplasty. 2024;39:S306-S313. doi:10.1016/j.arth.2024.03.068
- Sloan M, Premkumar A, Sheth NP. Projected volume of primary total joint arthroplasty in the U.S., 2014 to 2030. J Bone Joint Surg Am. 2018;100:1455-1460. doi:10.2106/JBJS.17.01617
- Bozic KJ, Kurtz SM, Lau E, et al. The epidemiology of revision total hip arthroplasty in the United States. J Bone Joint Surg Am. 2009;91:128-133. doi:10.2106/JBJS.H.00155
- Kurtz SM, Ong KL, Schmier J, et al. Future clinical and economic impact of revision total hip and knee arthroplasty. J Bone Joint Surg Am. 2007;89:144-151. doi:10.2106/JBJS.G.00587
- Kurtz SM, Ong KL, Schmier J, et al. Primary and revision arthroplasty surgery caseloads in the United States from 1990 to 2004. J Arthroplasty. 2009;24:195-203. doi:10.1016/j.arth.2007.11.015
- Yamato Y, Furuhashi H, Hasegawa T, et al. Simulation of implant impingement after spinal corrective fusion surgery in patients with previous total hip arthroplasty: a retrospective case series. Spine (Phila Pa 1976). 2021;46:512-519. doi:10.1097/BRS.0000000000003836
- Mudrick CA, Melvin JS, Springer BD. Late posterior hip instability after lumbar spinopelvic fusion. Arthroplast Today. 2015;1:25-29. doi:10.1016/j.artd.2015.05.002
- Diebo BG, Beyer GA, Grieco PW, et al. Complications in patients undergoing spinal fusion after THA. Clin Orthop Relat Res. 2018;476:412-417.doi:10.1007/s11999.0000000000000009 8.
- Sing DC, Barry JJ, Aguilar TU, et al. Prior lumbar spinal arthrodesis increases risk of prosthetic-related complication in total hip arthroplasty. J Arthroplasty. 2016;31:227-232.e1. doi:10.1016/j.arth.2016.02.069
- King CA, Landy DC, Martell JM, et al. Time to dislocation analysis of lumbar spine fusion following total hip arthroplasty: breaking up a happy home. J Arthroplasty. 2018;33:3768-3772. doi:10.1016/j.arth.2018.08.029
- Buckland AJ, Puvanesarajah V, Vigdorchik J, et al. Dislocation of a primary total hip arthroplasty is more common in patients with a lumbar spinal fusion. Bone Joint J. 2017;99-B:585-591.doi:10.1302/0301-620X.99B5.BJJ-2016-0657.R1
- Pirruccio K, Premkumar A, Sheth NP. The burden of prosthetic hip dislocations in the United States is projected to significantly increase by 2035. Hip Int. 2021;31:714-721. doi:10.1177/1120700020923619
- Salib CG, Reina N, Perry KI, et al. Lumbar fusion involving the sacrum increases dislocation risk in primary total hip arthroplasty. Bone Joint J. 2019;101-B:198-206. doi:10.1302/0301-620X.101B2.BJJ-2018-0754.R1
- An VVG, Phan K, Sivakumar BS, et al. Prior lumbar spinal fusion is associated with an increased risk of dislocation and revision in total hip arthroplasty: a meta-analysis. J Arthroplasty. 2018;33:297-300. doi:10.1016/j.arth.2017.08.040
- Klemt C, Padmanabha A, Tirumala V, et al. Lumbar spine fusion before revision total hip arthroplasty is associated with increased dislocation rates. J Am Acad Orthop Surg. 2021;29:e860-e868. doi:10.5435/JAAOS-D-20-00824
- Gausden EB, Parhar HS, Popper JE, et al. Risk factors for early dislocation following primary elective total hip arthroplasty. J Arthroplasty. 2018;33:1567-1571. doi:10.1016/j.arth.2017.12.034
- Malkani AL, Himschoot KJ, Ong KL, et al. Does timing of primary total hip arthroplasty prior to or after lumbar spine fusion have an effect on dislocation and revision rates?. J Arthroplasty. 2019;34:907-911. doi:10.1016/j.arth.2019.01.009
- Parilla FW, Shah RR, Gordon AC, et al. Does it matter: total hip arthroplasty or lumbar spinal fusion first? Preoperative sagittal spinopelvic measurements guide patient-specific surgical strategies in patients requiring both. J Arthroplasty. 2019;34:2652-2662. doi:10.1016/j.arth.2019.05.053
- Chalmers BP, Syku M, Sculco TP, et al. Dual-mobility constructs in primary total hip arthroplasty in high-risk patients with spinal fusions: our institutional experience. Arthroplast Today. 2020;6:749-754. doi:10.1016/j.artd.2020.07.024
- Nessler JM, Malkani AL, Sachdeva S, et al. Use of dual mobility cups in patients undergoing primary total hip arthroplasty with prior lumbar spine fusion. Int Orthop. 2020;44:857-862. doi:10.1007/s00264-020-04507-y
- Nessler JM, Malkani AL, Yep PJ, et al. Dislocation rates of primary total hip arthroplasty in patients with prior lumbar spine fusion and lumbar degenerative disk disease with and without utilization of dual mobility cups: an American Joint Replacement Registry study. J Am Acad Orthop Surg. 2023;31:e271-e277. doi:10.5435/JAAOS-D-22-00767
- Phan D, Bederman SS, Schwarzkopf R. The influence of sagittal spinal deformity on anteversion of the acetabular component in total hip arthroplasty. Bone Joint J. 2015;97-B:1017-1023. doi:10.1302/0301-620X.97B8.35700
- Agha Z, Lofgren RP, VanRuiswyk JV, et al. Are patients at Veterans Affairs medical centers sicker? A comparative analysis of health status and medical resource use. Arch Intern Med. 2000;160:3252-3257. doi:10.1001/archinte.160.21.325223.
- Basques BA, Bell JA, Fillingham YA, et al. Gender differences for hip and knee arthroplasty: complications and healthcare utilization. J Arthroplasty. 2019;34:1593-1597.e1. doi:10.1016/j.arth.2019.03.064
- Kim YH, Choi Y, Kim JS. Influence of patient-, design-, and surgery-related factors on rate of dislocation after primary cementless total hip arthroplasty. J Arthroplasty. 2009;24:1258-1263. doi:10.1016/j.arth.2009.03.017
- Chen A, Paxton L, Zheng X, et al. Association of sex with risk of 2-year revision among patients undergoing total hip arthroplasty. JAMA Netw Open. 2021;4:e2110687. doi:10.1001/jamanetworkopen.2021.10687
- Inacio MCS, Ake CF, Paxton EW, et al. Sex and risk of hip implant failure: assessing total hip arthroplasty outcomes in the United States. JAMA Intern Med. 2013;173:435-441. doi:10.1001/jamainternmed.2013.3271
- Karlson EW, Daltroy LH, Liang MH, et al. Gender differences in patient preferences may underlie differential utilization of elective surgery. Am J Med. 1997;102:524-530. doi:10.1016/s0002-9343(97)00050-8
- Kostamo T, Bourne RB, Whittaker JP, et al. No difference in gender-specific hip replacement outcomes. Clin Orthop Relat Res. 2009;467:135-140. doi:10.1007/s11999-008-0466-2
- Papagelopoulos PJ, Idusuyi OB, Wallrichs SL, et al. Long term outcome and survivorship analysis of primary total knee arthroplasty in patients with diabetes mellitus. Clin Orthop Relat Res. 1996;(330):124-132. doi:10.1097/00003086-199609000-00015
- Fitzgerald RH Jr, Nolan DR, Ilstrup DM, et al. Deep wound sepsis following total hip arthroplasty. J Bone Joint Surg Am. 1977;59:847-855.
- Blom AW, Brown J, Taylor AH, et al. Infection after total knee arthroplasty. J Bone Joint Surg Br. 2004;86:688-691. doi:10.1302/0301-620x.86b5.14887
- Jain NB, Guller U, Pietrobon R, et al. Comorbidities increase complication rates in patients having arthroplasty. Clin Orthop Relat Res. 2005;435:232-238. doi:10.1097/01.blo.0000156479.97488.a2
- Docter S, Philpott HT, Godkin L, et al. Comparison of intra and post-operative complication rates among surgical approaches in Total Hip Arthroplasty: A systematic review and meta-analysis. J Orthop. 2020;20:310-325. doi:10.1016/j.jor.2020.05.008
- Huebschmann NA, Lawrence KW, Robin JX, et al. Does surgical approach affect dislocation rate after total hip arthroplasty in patients who have prior lumbar spinal fusion? A retrospective analysis of 16,223 cases. J Arthroplasty. 2024;39:S306-S313. doi:10.1016/j.arth.2024.03.068
Effects of Lumbar Fusion and Dual-Mobility Liners on Dislocation Rates Following Total Hip Arthroplasty in a Veteran Population
Effects of Lumbar Fusion and Dual-Mobility Liners on Dislocation Rates Following Total Hip Arthroplasty in a Veteran Population
Ulcerative Colitis With Background Mucosal Inflammation Signals Poor Survival in Colorectal Cancer
Ulcerative Colitis With Background Mucosal Inflammation Signals Poor Survival in Colorectal Cancer
TOPLINE:
Among patients with ulcerative colitis (UC) who develop colorectal cancer (CRC), greater background mucosal inflammation at the time of CRC diagnosis is associated with progressively worse survival outcomes, with tumors arising within the UC-involved segment having worse prognosis.
METHODOLOGY:
- Patients with UC are at an increased risk for CRC, with risk influenced by the extent and intensity of underlying mucosal inflammation.
- Researchers retrospectively reviewed medical records of patients with UC diagnosed with CRC between 1983 and 2020 at 43 institutions across Japan to determine whether inflammation at cancer diagnosis affected prognosis.
- After endoscopic assessment, tumors were classified as arising inside the UC‑involved segment at diagnosis (within‑area tumors) or outside that segment (outside‑area tumors).
- The Mayo endoscopic score (MES) was used to grade background mucosal inflammation in the within‑area group as inactive (MES 0), mild-moderate (MES 1-2), or severe (MES 3).
- The primary endpoint was 5-year recurrence-free survival, and the secondary endpoint was 5-year cancer-specific survival.
TAKEAWAY:
- Among 723 patients followed for a median of 51 months, 683 had within-area tumors (mean age at CRC diagnosis, 51.8 years; 61.9% male) and 40 had outside-area tumors (mean age at CRC diagnosis, 61.1 years; 60.0% male).
- The within-area group had lower rate of 5-year recurrence-free survival than the outside-area group (75.1% vs 87.6%; P = .022), and lower rate of 5-year cancer-specific survival (81.1% vs 94.3%; P = .038).
- Within-area tumor location independently predicted worse recurrence-free survival (adjusted hazard ratio, 2.99; P = .030).
- In the within‑area group, higher MES was associated with stepwise (although nonsignificant) declines in recurrence‑free survival (inactive, 84.4%; mild-moderate, 79.4%; severe, 73.8%; P = .150). Corresponding cancer‑specific survival rates in these groups declined significantly (89.0%, 84.8%, and 73.8%, respectively; P = .048).
IN PRACTICE:
“These findings shift the clinical focus from inflammation as a risk factor for carcinogenesis to inflammation as a prognostic determinant, highlighting a potential new role for systematic endoscopic assessment of the background mucosa at cancer diagnosis,” the authors wrote.
SOURCE:
This study was led by Akiyoshi Ikebata, Department of Surgery, Keio University School of Medicine, Tokyo, Japan. It was published online in December 2025, in the Journal of Crohn's and Colitis.
LIMITATIONS:
The retrospective design introduced potential for unmeasured confounding and selection bias. The MES was assigned by local physicians without central review, which may have introduced variability. The small size of the outside‑area tumor group increased the risk for baseline imbalances.
DISCLOSURES:
No specific funding source was reported. The authors declared having no conflicts of interest.
This article was created using several editorial tools, including AI, as part of the process. Human editors reviewed this content before publication.
A version of this article first appeared on Medscape.com.
TOPLINE:
Among patients with ulcerative colitis (UC) who develop colorectal cancer (CRC), greater background mucosal inflammation at the time of CRC diagnosis is associated with progressively worse survival outcomes, with tumors arising within the UC-involved segment having worse prognosis.
METHODOLOGY:
- Patients with UC are at an increased risk for CRC, with risk influenced by the extent and intensity of underlying mucosal inflammation.
- Researchers retrospectively reviewed medical records of patients with UC diagnosed with CRC between 1983 and 2020 at 43 institutions across Japan to determine whether inflammation at cancer diagnosis affected prognosis.
- After endoscopic assessment, tumors were classified as arising inside the UC‑involved segment at diagnosis (within‑area tumors) or outside that segment (outside‑area tumors).
- The Mayo endoscopic score (MES) was used to grade background mucosal inflammation in the within‑area group as inactive (MES 0), mild-moderate (MES 1-2), or severe (MES 3).
- The primary endpoint was 5-year recurrence-free survival, and the secondary endpoint was 5-year cancer-specific survival.
TAKEAWAY:
- Among 723 patients followed for a median of 51 months, 683 had within-area tumors (mean age at CRC diagnosis, 51.8 years; 61.9% male) and 40 had outside-area tumors (mean age at CRC diagnosis, 61.1 years; 60.0% male).
- The within-area group had lower rate of 5-year recurrence-free survival than the outside-area group (75.1% vs 87.6%; P = .022), and lower rate of 5-year cancer-specific survival (81.1% vs 94.3%; P = .038).
- Within-area tumor location independently predicted worse recurrence-free survival (adjusted hazard ratio, 2.99; P = .030).
- In the within‑area group, higher MES was associated with stepwise (although nonsignificant) declines in recurrence‑free survival (inactive, 84.4%; mild-moderate, 79.4%; severe, 73.8%; P = .150). Corresponding cancer‑specific survival rates in these groups declined significantly (89.0%, 84.8%, and 73.8%, respectively; P = .048).
IN PRACTICE:
“These findings shift the clinical focus from inflammation as a risk factor for carcinogenesis to inflammation as a prognostic determinant, highlighting a potential new role for systematic endoscopic assessment of the background mucosa at cancer diagnosis,” the authors wrote.
SOURCE:
This study was led by Akiyoshi Ikebata, Department of Surgery, Keio University School of Medicine, Tokyo, Japan. It was published online in December 2025, in the Journal of Crohn's and Colitis.
LIMITATIONS:
The retrospective design introduced potential for unmeasured confounding and selection bias. The MES was assigned by local physicians without central review, which may have introduced variability. The small size of the outside‑area tumor group increased the risk for baseline imbalances.
DISCLOSURES:
No specific funding source was reported. The authors declared having no conflicts of interest.
This article was created using several editorial tools, including AI, as part of the process. Human editors reviewed this content before publication.
A version of this article first appeared on Medscape.com.
TOPLINE:
Among patients with ulcerative colitis (UC) who develop colorectal cancer (CRC), greater background mucosal inflammation at the time of CRC diagnosis is associated with progressively worse survival outcomes, with tumors arising within the UC-involved segment having worse prognosis.
METHODOLOGY:
- Patients with UC are at an increased risk for CRC, with risk influenced by the extent and intensity of underlying mucosal inflammation.
- Researchers retrospectively reviewed medical records of patients with UC diagnosed with CRC between 1983 and 2020 at 43 institutions across Japan to determine whether inflammation at cancer diagnosis affected prognosis.
- After endoscopic assessment, tumors were classified as arising inside the UC‑involved segment at diagnosis (within‑area tumors) or outside that segment (outside‑area tumors).
- The Mayo endoscopic score (MES) was used to grade background mucosal inflammation in the within‑area group as inactive (MES 0), mild-moderate (MES 1-2), or severe (MES 3).
- The primary endpoint was 5-year recurrence-free survival, and the secondary endpoint was 5-year cancer-specific survival.
TAKEAWAY:
- Among 723 patients followed for a median of 51 months, 683 had within-area tumors (mean age at CRC diagnosis, 51.8 years; 61.9% male) and 40 had outside-area tumors (mean age at CRC diagnosis, 61.1 years; 60.0% male).
- The within-area group had lower rate of 5-year recurrence-free survival than the outside-area group (75.1% vs 87.6%; P = .022), and lower rate of 5-year cancer-specific survival (81.1% vs 94.3%; P = .038).
- Within-area tumor location independently predicted worse recurrence-free survival (adjusted hazard ratio, 2.99; P = .030).
- In the within‑area group, higher MES was associated with stepwise (although nonsignificant) declines in recurrence‑free survival (inactive, 84.4%; mild-moderate, 79.4%; severe, 73.8%; P = .150). Corresponding cancer‑specific survival rates in these groups declined significantly (89.0%, 84.8%, and 73.8%, respectively; P = .048).
IN PRACTICE:
“These findings shift the clinical focus from inflammation as a risk factor for carcinogenesis to inflammation as a prognostic determinant, highlighting a potential new role for systematic endoscopic assessment of the background mucosa at cancer diagnosis,” the authors wrote.
SOURCE:
This study was led by Akiyoshi Ikebata, Department of Surgery, Keio University School of Medicine, Tokyo, Japan. It was published online in December 2025, in the Journal of Crohn's and Colitis.
LIMITATIONS:
The retrospective design introduced potential for unmeasured confounding and selection bias. The MES was assigned by local physicians without central review, which may have introduced variability. The small size of the outside‑area tumor group increased the risk for baseline imbalances.
DISCLOSURES:
No specific funding source was reported. The authors declared having no conflicts of interest.
This article was created using several editorial tools, including AI, as part of the process. Human editors reviewed this content before publication.
A version of this article first appeared on Medscape.com.
Ulcerative Colitis With Background Mucosal Inflammation Signals Poor Survival in Colorectal Cancer
Ulcerative Colitis With Background Mucosal Inflammation Signals Poor Survival in Colorectal Cancer
Is It Safe to Skip Surgery After Malignant Colorectal Polyp Removal?
Is It Safe to Skip Surgery After Malignant Colorectal Polyp Removal?
TOPLINE:
Among patients with high-risk malignant colorectal polyps, 19% had residual disease, with rates of 25% in the immediate surgery group vs 9% in the nonoperative management group. The rate of rectum and sphincter preservation in the nonoperative surveillance group was over 90%, and all recurrences were successfully treated with salvage surgery or chemoradiotherapy.
METHODOLOGY:
- Although guidelines in the US recommend colorectal resection when a malignant colorectal polyp has high-risk features, some patients choose nonoperative management instead to avoid the associated averse effects and impact on quality of life. The safety of nonoperative management, however, remains unclear.
- A single-center cohort study conducted between 2015 and 2022 included 336 patients who underwent polypectomy in the colon (n = 226) or rectum (n = 110) and had at least one high-risk feature. High-risk features included positive margins, piecemeal resection with unclear margin, lymphovascular invasion, perineural invasion, poor differentiation, and tumor budding.
- The analysis compared rates of residual disease between those who had immediate surgery (62%) and nonoperative management (38%) following the removal of a malignant polyp, 15% of whom (n = 19) received systemic chemotherapy after polypectomy.
- Researchers also assessed the rates of distant metastasis between the two groups and the association between specific high-risk features and residual disease or post-treatment complications.
TAKEAWAY:
- In the overall population, 19% of patients had residual disease (63 of 336). Among the 208 patients who had immediate surgery, 25% (n = 51) had residual disease, including 9% (n = 19) with residual disease in the bowel wall and 19% (n = 39) in locoregional lymph nodes. Postoperative complications occurred in 12% of patients (n = 25) in the immediate surgery group, with 3% (n = 7) having complications considered grade 3 or higher.
- Among the 128 patients who received nonoperative surveillance, 9% (n = 12) developed recurrence during surveillance, 6% (n = 7) in the bowel wall and 4% (n = 5) in locoregional lymph nodes. All recurrences in the nonoperative surveillance group were successfully treated with either salvage surgery (n = 6) or chemoradiotherapy (n = 6).
- Among patients in the nonoperative group with a malignant polyp removed from the rectum, the rate of rectum preservation was 94% (74 of 79 patients); the sphincter preservation rate was 91% for tumors < 5 cm from the anal verge.
- Distant metastases occurred in 2% of all patients across both groups.
IN PRACTICE:
"The risk of residual disease after the removal of a malignant colorectal polyp with [high-risk features] is considerable, but nonoperative management offers the potential for organ preservation, with the availability of effective salvage options if rectal cancer is detected," the authors of the study concluded.
SOURCE:
The study, led by Thikhamporn Tawantanakorn, MD, and Martin R. Weiser, MD, of Memorial Sloan Kettering Cancer Center in New York City, was published online in JCO Oncology Advances.
LIMITATIONS:
The researchers noted several limitations, including variable follow-up among patients and challenges in assessing polypectomy histology, particularly after piecemeal resection, which limited evaluation of certain high-risk features such as tumor budding. Additionally, as the study was conducted at a specialized cancer center with dedicated gastrointestinal pathology and radiology services and readily available office endoscopy, the results may not be fully generalizable to less specialized centers.
DISCLOSURES:
Jinru Shia, MD, reported receiving consulting fees from Paige.AI and research funding through their institution. Andrea Cercek, MD, disclosed consulting roles with multiple pharmaceutical companies, including GlaxoSmithKline, Incyte, Merck, and others, as well as research funding from GlaxoSmithKline and Pfizer. Weiser reported receiving royalties as a section editor for UpToDate. Additional disclosures are noted in the original article.
This article was created using several editorial tools, including AI, as part of the process. Human editors reviewed this content before publication.
A version of this article first appeared on Medscape.com.
TOPLINE:
Among patients with high-risk malignant colorectal polyps, 19% had residual disease, with rates of 25% in the immediate surgery group vs 9% in the nonoperative management group. The rate of rectum and sphincter preservation in the nonoperative surveillance group was over 90%, and all recurrences were successfully treated with salvage surgery or chemoradiotherapy.
METHODOLOGY:
- Although guidelines in the US recommend colorectal resection when a malignant colorectal polyp has high-risk features, some patients choose nonoperative management instead to avoid the associated averse effects and impact on quality of life. The safety of nonoperative management, however, remains unclear.
- A single-center cohort study conducted between 2015 and 2022 included 336 patients who underwent polypectomy in the colon (n = 226) or rectum (n = 110) and had at least one high-risk feature. High-risk features included positive margins, piecemeal resection with unclear margin, lymphovascular invasion, perineural invasion, poor differentiation, and tumor budding.
- The analysis compared rates of residual disease between those who had immediate surgery (62%) and nonoperative management (38%) following the removal of a malignant polyp, 15% of whom (n = 19) received systemic chemotherapy after polypectomy.
- Researchers also assessed the rates of distant metastasis between the two groups and the association between specific high-risk features and residual disease or post-treatment complications.
TAKEAWAY:
- In the overall population, 19% of patients had residual disease (63 of 336). Among the 208 patients who had immediate surgery, 25% (n = 51) had residual disease, including 9% (n = 19) with residual disease in the bowel wall and 19% (n = 39) in locoregional lymph nodes. Postoperative complications occurred in 12% of patients (n = 25) in the immediate surgery group, with 3% (n = 7) having complications considered grade 3 or higher.
- Among the 128 patients who received nonoperative surveillance, 9% (n = 12) developed recurrence during surveillance, 6% (n = 7) in the bowel wall and 4% (n = 5) in locoregional lymph nodes. All recurrences in the nonoperative surveillance group were successfully treated with either salvage surgery (n = 6) or chemoradiotherapy (n = 6).
- Among patients in the nonoperative group with a malignant polyp removed from the rectum, the rate of rectum preservation was 94% (74 of 79 patients); the sphincter preservation rate was 91% for tumors < 5 cm from the anal verge.
- Distant metastases occurred in 2% of all patients across both groups.
IN PRACTICE:
"The risk of residual disease after the removal of a malignant colorectal polyp with [high-risk features] is considerable, but nonoperative management offers the potential for organ preservation, with the availability of effective salvage options if rectal cancer is detected," the authors of the study concluded.
SOURCE:
The study, led by Thikhamporn Tawantanakorn, MD, and Martin R. Weiser, MD, of Memorial Sloan Kettering Cancer Center in New York City, was published online in JCO Oncology Advances.
LIMITATIONS:
The researchers noted several limitations, including variable follow-up among patients and challenges in assessing polypectomy histology, particularly after piecemeal resection, which limited evaluation of certain high-risk features such as tumor budding. Additionally, as the study was conducted at a specialized cancer center with dedicated gastrointestinal pathology and radiology services and readily available office endoscopy, the results may not be fully generalizable to less specialized centers.
DISCLOSURES:
Jinru Shia, MD, reported receiving consulting fees from Paige.AI and research funding through their institution. Andrea Cercek, MD, disclosed consulting roles with multiple pharmaceutical companies, including GlaxoSmithKline, Incyte, Merck, and others, as well as research funding from GlaxoSmithKline and Pfizer. Weiser reported receiving royalties as a section editor for UpToDate. Additional disclosures are noted in the original article.
This article was created using several editorial tools, including AI, as part of the process. Human editors reviewed this content before publication.
A version of this article first appeared on Medscape.com.
TOPLINE:
Among patients with high-risk malignant colorectal polyps, 19% had residual disease, with rates of 25% in the immediate surgery group vs 9% in the nonoperative management group. The rate of rectum and sphincter preservation in the nonoperative surveillance group was over 90%, and all recurrences were successfully treated with salvage surgery or chemoradiotherapy.
METHODOLOGY:
- Although guidelines in the US recommend colorectal resection when a malignant colorectal polyp has high-risk features, some patients choose nonoperative management instead to avoid the associated averse effects and impact on quality of life. The safety of nonoperative management, however, remains unclear.
- A single-center cohort study conducted between 2015 and 2022 included 336 patients who underwent polypectomy in the colon (n = 226) or rectum (n = 110) and had at least one high-risk feature. High-risk features included positive margins, piecemeal resection with unclear margin, lymphovascular invasion, perineural invasion, poor differentiation, and tumor budding.
- The analysis compared rates of residual disease between those who had immediate surgery (62%) and nonoperative management (38%) following the removal of a malignant polyp, 15% of whom (n = 19) received systemic chemotherapy after polypectomy.
- Researchers also assessed the rates of distant metastasis between the two groups and the association between specific high-risk features and residual disease or post-treatment complications.
TAKEAWAY:
- In the overall population, 19% of patients had residual disease (63 of 336). Among the 208 patients who had immediate surgery, 25% (n = 51) had residual disease, including 9% (n = 19) with residual disease in the bowel wall and 19% (n = 39) in locoregional lymph nodes. Postoperative complications occurred in 12% of patients (n = 25) in the immediate surgery group, with 3% (n = 7) having complications considered grade 3 or higher.
- Among the 128 patients who received nonoperative surveillance, 9% (n = 12) developed recurrence during surveillance, 6% (n = 7) in the bowel wall and 4% (n = 5) in locoregional lymph nodes. All recurrences in the nonoperative surveillance group were successfully treated with either salvage surgery (n = 6) or chemoradiotherapy (n = 6).
- Among patients in the nonoperative group with a malignant polyp removed from the rectum, the rate of rectum preservation was 94% (74 of 79 patients); the sphincter preservation rate was 91% for tumors < 5 cm from the anal verge.
- Distant metastases occurred in 2% of all patients across both groups.
IN PRACTICE:
"The risk of residual disease after the removal of a malignant colorectal polyp with [high-risk features] is considerable, but nonoperative management offers the potential for organ preservation, with the availability of effective salvage options if rectal cancer is detected," the authors of the study concluded.
SOURCE:
The study, led by Thikhamporn Tawantanakorn, MD, and Martin R. Weiser, MD, of Memorial Sloan Kettering Cancer Center in New York City, was published online in JCO Oncology Advances.
LIMITATIONS:
The researchers noted several limitations, including variable follow-up among patients and challenges in assessing polypectomy histology, particularly after piecemeal resection, which limited evaluation of certain high-risk features such as tumor budding. Additionally, as the study was conducted at a specialized cancer center with dedicated gastrointestinal pathology and radiology services and readily available office endoscopy, the results may not be fully generalizable to less specialized centers.
DISCLOSURES:
Jinru Shia, MD, reported receiving consulting fees from Paige.AI and research funding through their institution. Andrea Cercek, MD, disclosed consulting roles with multiple pharmaceutical companies, including GlaxoSmithKline, Incyte, Merck, and others, as well as research funding from GlaxoSmithKline and Pfizer. Weiser reported receiving royalties as a section editor for UpToDate. Additional disclosures are noted in the original article.
This article was created using several editorial tools, including AI, as part of the process. Human editors reviewed this content before publication.
A version of this article first appeared on Medscape.com.
Is It Safe to Skip Surgery After Malignant Colorectal Polyp Removal?
Is It Safe to Skip Surgery After Malignant Colorectal Polyp Removal?
FDA OKs Subcutaneous Mosunetuzumab for Follicular Lymphoma
The FDA has granted accelerated approval for a subcutaneous (SC) formulation of mosunetuzumab (Lunsumio VELO, Roche) for the treatment of certain adults with relapsed or refractory follicular lymphoma.
Specifically, the CD20 × CD3 bispecific antibody — which was initially approved as an intravenous (IV) formulation and was the first of its kind approved for relapsed or refractory follicular lymphoma after at least 2 prior lines of therapy — is now approved for SC administration in the same setting, according to a Roche press release.
SC delivery reduces treatment time to about 1 minute compared with the 2–4 hours required with IV infusion. Like the IV formulation, the SC version can be administered in the outpatient setting and is a fixed-duration treatment given for a defined period, Roche noted, adding that “[b]y contrast, treat-to-progression treatment options are designed to be given to patients indefinitely until disease progression or until treatment can no longer be tolerated.”
Full approval, which may be contingent on verification of benefit in a confirmatory trial, was based on findings from the phase 1/2 G029781 study of both IV and SC formulations in patients with relapsed or refractory non–Hodgkin lymphoma, including follicular lymphoma.
The objective response rate and complete response rate with SC formulation were 75% and 59%, respectively. The median duration of response was 22.4 months.
Adverse reactions occurring in at least 20% of patients were injection site reactions, fatigue, rash, cytokine release syndrome (CRS), SARS–CoV–2 infection, musculoskeletal pain, and diarrhea. CRS occurred in 30% of patients. Most of those events were low-grade, and all resolved after a median of 2 days.
“This approval is a significant step in broadening access to effective treatments for people living with follicular lymphoma,” stated Ian Flinn, MD, PhD, of Tennessee Oncology and OneOncology. “With its manageable cytokine release syndrome profile and reduced administration time, Lunsumio VELO enables oncologists to deliver advanced care in community practice settings.”
A version of this article first appeared on Medscape.com.
The FDA has granted accelerated approval for a subcutaneous (SC) formulation of mosunetuzumab (Lunsumio VELO, Roche) for the treatment of certain adults with relapsed or refractory follicular lymphoma.
Specifically, the CD20 × CD3 bispecific antibody — which was initially approved as an intravenous (IV) formulation and was the first of its kind approved for relapsed or refractory follicular lymphoma after at least 2 prior lines of therapy — is now approved for SC administration in the same setting, according to a Roche press release.
SC delivery reduces treatment time to about 1 minute compared with the 2–4 hours required with IV infusion. Like the IV formulation, the SC version can be administered in the outpatient setting and is a fixed-duration treatment given for a defined period, Roche noted, adding that “[b]y contrast, treat-to-progression treatment options are designed to be given to patients indefinitely until disease progression or until treatment can no longer be tolerated.”
Full approval, which may be contingent on verification of benefit in a confirmatory trial, was based on findings from the phase 1/2 G029781 study of both IV and SC formulations in patients with relapsed or refractory non–Hodgkin lymphoma, including follicular lymphoma.
The objective response rate and complete response rate with SC formulation were 75% and 59%, respectively. The median duration of response was 22.4 months.
Adverse reactions occurring in at least 20% of patients were injection site reactions, fatigue, rash, cytokine release syndrome (CRS), SARS–CoV–2 infection, musculoskeletal pain, and diarrhea. CRS occurred in 30% of patients. Most of those events were low-grade, and all resolved after a median of 2 days.
“This approval is a significant step in broadening access to effective treatments for people living with follicular lymphoma,” stated Ian Flinn, MD, PhD, of Tennessee Oncology and OneOncology. “With its manageable cytokine release syndrome profile and reduced administration time, Lunsumio VELO enables oncologists to deliver advanced care in community practice settings.”
A version of this article first appeared on Medscape.com.
The FDA has granted accelerated approval for a subcutaneous (SC) formulation of mosunetuzumab (Lunsumio VELO, Roche) for the treatment of certain adults with relapsed or refractory follicular lymphoma.
Specifically, the CD20 × CD3 bispecific antibody — which was initially approved as an intravenous (IV) formulation and was the first of its kind approved for relapsed or refractory follicular lymphoma after at least 2 prior lines of therapy — is now approved for SC administration in the same setting, according to a Roche press release.
SC delivery reduces treatment time to about 1 minute compared with the 2–4 hours required with IV infusion. Like the IV formulation, the SC version can be administered in the outpatient setting and is a fixed-duration treatment given for a defined period, Roche noted, adding that “[b]y contrast, treat-to-progression treatment options are designed to be given to patients indefinitely until disease progression or until treatment can no longer be tolerated.”
Full approval, which may be contingent on verification of benefit in a confirmatory trial, was based on findings from the phase 1/2 G029781 study of both IV and SC formulations in patients with relapsed or refractory non–Hodgkin lymphoma, including follicular lymphoma.
The objective response rate and complete response rate with SC formulation were 75% and 59%, respectively. The median duration of response was 22.4 months.
Adverse reactions occurring in at least 20% of patients were injection site reactions, fatigue, rash, cytokine release syndrome (CRS), SARS–CoV–2 infection, musculoskeletal pain, and diarrhea. CRS occurred in 30% of patients. Most of those events were low-grade, and all resolved after a median of 2 days.
“This approval is a significant step in broadening access to effective treatments for people living with follicular lymphoma,” stated Ian Flinn, MD, PhD, of Tennessee Oncology and OneOncology. “With its manageable cytokine release syndrome profile and reduced administration time, Lunsumio VELO enables oncologists to deliver advanced care in community practice settings.”
A version of this article first appeared on Medscape.com.
Rural Cancer Survivors Are More Likely to Have Chronic Pain
TOPLINE:
Rural cancer survivors experience significantly higher rates of chronic pain at 43.0% than those among urban survivors at 33.5%. Even after controlling for demographics and health conditions, rural residents showed 21% higher odds of experiencing chronic pain.
METHODOLOGY:
- Chronic pain prevalence among cancer survivors is twice that of the general US population and is associated with numerous negative outcomes. Rural residence is frequently linked to debilitating long-term survivorship effects, and current data lack information on whether chronic pain disparity exists specifically for rural cancer survivors.
- Researchers pooled data from the 2019–2021 and 2023 National Health Interview Survey, a cross–sectional survey conducted by the National Center for Health Statistics.
- Analysis included 5542 adult cancer survivors diagnosed within the previous 5 years, with 51.6% female participants and 48.4% male participants.
- Chronic pain was defined as pain experienced on most or all days over the past 3 months, following National Center for Health Statistics conventions.
- Rural residence classification was based on noncore or nonmetropolitan counties using the modified National Center for Health Statistics Urban–Rural Classification Scheme for Counties.
TAKEAWAY:
- Rural cancer survivors showed significantly higher odds of experiencing chronic pain compared with urban survivors (odds ratio [OR], 1.21; 95% CI, 1.01-1.45).
- Rural survivors were more likely to be non–Hispanic White, have less than a 4-year college degree, have an income below 200% of the federal poverty level, and have slightly more chronic health conditions.
- Having an income below 100% of the federal poverty level was associated with doubled odds of chronic pain (OR, 2.07; 95% CI, 1.54-2.77) compared with having an income at least four times the federal poverty level.
- Each additional health condition increased the odds of experiencing chronic pain by 32% (OR, 1.32; 95% CI, 1.26-1.39).
IN PRACTICE:
“Policymakers and health systems should work to close this gap by increasing the availability of pain management resources for rural cancer survivors. Approaches could include innovative payment models for integrative medicine in rural areas or supporting rural clinician access to pain specialists,” the authors of the study wrote.
SOURCE:
This study was led by Hyojin Choi, PhD, Department of Family Medicine, The Robert Larner MD College of Medicine, University of Vermont in Burlington, Vermont. It was published online in JAMA Network Open.
LIMITATIONS:
The authors note that the cross–sectional design of the study and limited information on individual respondents’ use of multimodal pain treatment options constrain the interpretation of findings.
DISCLOSURES:
The authors did not report any relevant conflicts of interest.
This article was created using several editorial tools, including AI, as part of the process. Human editors reviewed this content before publication.
A version of this article first appeared on Medscape.com.
TOPLINE:
Rural cancer survivors experience significantly higher rates of chronic pain at 43.0% than those among urban survivors at 33.5%. Even after controlling for demographics and health conditions, rural residents showed 21% higher odds of experiencing chronic pain.
METHODOLOGY:
- Chronic pain prevalence among cancer survivors is twice that of the general US population and is associated with numerous negative outcomes. Rural residence is frequently linked to debilitating long-term survivorship effects, and current data lack information on whether chronic pain disparity exists specifically for rural cancer survivors.
- Researchers pooled data from the 2019–2021 and 2023 National Health Interview Survey, a cross–sectional survey conducted by the National Center for Health Statistics.
- Analysis included 5542 adult cancer survivors diagnosed within the previous 5 years, with 51.6% female participants and 48.4% male participants.
- Chronic pain was defined as pain experienced on most or all days over the past 3 months, following National Center for Health Statistics conventions.
- Rural residence classification was based on noncore or nonmetropolitan counties using the modified National Center for Health Statistics Urban–Rural Classification Scheme for Counties.
TAKEAWAY:
- Rural cancer survivors showed significantly higher odds of experiencing chronic pain compared with urban survivors (odds ratio [OR], 1.21; 95% CI, 1.01-1.45).
- Rural survivors were more likely to be non–Hispanic White, have less than a 4-year college degree, have an income below 200% of the federal poverty level, and have slightly more chronic health conditions.
- Having an income below 100% of the federal poverty level was associated with doubled odds of chronic pain (OR, 2.07; 95% CI, 1.54-2.77) compared with having an income at least four times the federal poverty level.
- Each additional health condition increased the odds of experiencing chronic pain by 32% (OR, 1.32; 95% CI, 1.26-1.39).
IN PRACTICE:
“Policymakers and health systems should work to close this gap by increasing the availability of pain management resources for rural cancer survivors. Approaches could include innovative payment models for integrative medicine in rural areas or supporting rural clinician access to pain specialists,” the authors of the study wrote.
SOURCE:
This study was led by Hyojin Choi, PhD, Department of Family Medicine, The Robert Larner MD College of Medicine, University of Vermont in Burlington, Vermont. It was published online in JAMA Network Open.
LIMITATIONS:
The authors note that the cross–sectional design of the study and limited information on individual respondents’ use of multimodal pain treatment options constrain the interpretation of findings.
DISCLOSURES:
The authors did not report any relevant conflicts of interest.
This article was created using several editorial tools, including AI, as part of the process. Human editors reviewed this content before publication.
A version of this article first appeared on Medscape.com.
TOPLINE:
Rural cancer survivors experience significantly higher rates of chronic pain at 43.0% than those among urban survivors at 33.5%. Even after controlling for demographics and health conditions, rural residents showed 21% higher odds of experiencing chronic pain.
METHODOLOGY:
- Chronic pain prevalence among cancer survivors is twice that of the general US population and is associated with numerous negative outcomes. Rural residence is frequently linked to debilitating long-term survivorship effects, and current data lack information on whether chronic pain disparity exists specifically for rural cancer survivors.
- Researchers pooled data from the 2019–2021 and 2023 National Health Interview Survey, a cross–sectional survey conducted by the National Center for Health Statistics.
- Analysis included 5542 adult cancer survivors diagnosed within the previous 5 years, with 51.6% female participants and 48.4% male participants.
- Chronic pain was defined as pain experienced on most or all days over the past 3 months, following National Center for Health Statistics conventions.
- Rural residence classification was based on noncore or nonmetropolitan counties using the modified National Center for Health Statistics Urban–Rural Classification Scheme for Counties.
TAKEAWAY:
- Rural cancer survivors showed significantly higher odds of experiencing chronic pain compared with urban survivors (odds ratio [OR], 1.21; 95% CI, 1.01-1.45).
- Rural survivors were more likely to be non–Hispanic White, have less than a 4-year college degree, have an income below 200% of the federal poverty level, and have slightly more chronic health conditions.
- Having an income below 100% of the federal poverty level was associated with doubled odds of chronic pain (OR, 2.07; 95% CI, 1.54-2.77) compared with having an income at least four times the federal poverty level.
- Each additional health condition increased the odds of experiencing chronic pain by 32% (OR, 1.32; 95% CI, 1.26-1.39).
IN PRACTICE:
“Policymakers and health systems should work to close this gap by increasing the availability of pain management resources for rural cancer survivors. Approaches could include innovative payment models for integrative medicine in rural areas or supporting rural clinician access to pain specialists,” the authors of the study wrote.
SOURCE:
This study was led by Hyojin Choi, PhD, Department of Family Medicine, The Robert Larner MD College of Medicine, University of Vermont in Burlington, Vermont. It was published online in JAMA Network Open.
LIMITATIONS:
The authors note that the cross–sectional design of the study and limited information on individual respondents’ use of multimodal pain treatment options constrain the interpretation of findings.
DISCLOSURES:
The authors did not report any relevant conflicts of interest.
This article was created using several editorial tools, including AI, as part of the process. Human editors reviewed this content before publication.
A version of this article first appeared on Medscape.com.
Virtual Care Expansion in VA Health System Tied to 12% Drop in ED Visits for Low-Acuity Conditions
TOPLINE:
Emergency department (ED) visits by veterans for low-acuity conditions declined following the US Department of Veterans Affairs (VA) virtual care expansion in March 2020 and remained 12% below the baseline rate through February 2023.
METHODOLOGY:
- Researchers conducted a retrospective cross-sectional analysis using data from the VA Corporate Data Warehouse, including 10,364,893 ED visits (54.3% low-acuity visits) by about 2.6 million veterans (mean age, 60.8 years; 89.6% men; 63.7% White individuals) between March 2017 and February 2023.
- They evaluated the impact of the virtual care expansion — defined as the transition to virtual visits, including telephone and video care — which was implemented from March to May 2020, and assessed outcomes through that period.
- The primary outcome was the change in monthly counts of low-acuity visits to VA EDs, assessed using an interrupted time series analysis. The analysis focused on two intervention points: March 2020 (the start of the pandemic and virtual care scale-up) and May 2020 (when virtual care plateaued).
- A secondary analysis assessed the characteristics of ED users with low-acuity visits before and after the virtual care expansion, using 2 years of data — baseline pre-expansion year 3 (March 2019 to February 2020) and post-expansion year 3 (March 2022 to February 2023).
TAKEAWAY:
- Low-acuity ED utilization dropped by 24,514 visits (P < .001) in March 2020, followed by a modest increase of 7863 visits per month (P = .047) after May 2020, but remained 12.4% below the baseline rate by the end of February 2023.
- High-acuity visits showed similar patterns, with an initial decrease of 22,197 visits in March 2020 (P < .001) and a subsequent increase of 4180 visits per month in the post-expansion period (P = .05).
- Increased virtual care utilization was not significantly associated with reduced ED use for selected low-acuity conditions. The largest relative reductions were observed for major depression (42.4%), gastroenteritis (38.3%), and conjunctivitis (35.6%), whereas the largest absolute reductions occurred in low back pain, knee pain, and cellulitis.
- ED users with low-acuity ED visits in the post-expansion period were more likely to have 100% VA service connection (20.2% vs 14.6%), less medically complex (mean Elixhauser comorbidity score, 3.8 vs 4.2), and more likely to be classified as highly disabled (55.0% vs 48.1%) compared with those in the pre-expansion period.
IN PRACTICE:
“In this national, cross-sectional study, low-acuity ED utilization declined after the VA’s expansion of virtual care. While shifting low-acuity care away from ED settings toward virtual options may improve the value and efficiency of services, questions remain about the effects on quality and patient satisfaction,” the authors wrote. “Further research should be directed at exploring patient- and system-level factors that influence care-seeking decisions for low-acuity conditions,” they added.
SOURCE:
The study was led by Anu Ramachandran, MD, MPH, VA Palo Alto Health Care System, Menlo Park, California. It was published online on JAMA Network Open.
LIMITATIONS:
The classification of visits as low acuity in this study was based on International Classification of Diseases, Tenth Revision codes and discharge disposition; this classification did not imply inappropriate ED use as factors such as symptom severity, medical comorbidities, and access to care — which can influence care-seeking decisions — were not captured. The study did not assess all potential alternatives, including VA Urgent Care centers. Additionally, although virtual care use increased as ED visits declined, the models did not provide evidence of direct substitution.
DISCLOSURES:
The study received support from grants from the Department of VA, Veterans Health Administration, Office of Health Systems Research and Development. One author reported receiving research support through Department of VA Office of Health Systems Research and Development interagency agreement, whereas another reported receiving grant support from the VA Health Services Research program and being employed by the Veterans Affairs during the study.
This article was created using several editorial tools, including AI, as part of the process. Human editors reviewed this content before publication.
A version of this article first appeared on Medscape.com.
TOPLINE:
Emergency department (ED) visits by veterans for low-acuity conditions declined following the US Department of Veterans Affairs (VA) virtual care expansion in March 2020 and remained 12% below the baseline rate through February 2023.
METHODOLOGY:
- Researchers conducted a retrospective cross-sectional analysis using data from the VA Corporate Data Warehouse, including 10,364,893 ED visits (54.3% low-acuity visits) by about 2.6 million veterans (mean age, 60.8 years; 89.6% men; 63.7% White individuals) between March 2017 and February 2023.
- They evaluated the impact of the virtual care expansion — defined as the transition to virtual visits, including telephone and video care — which was implemented from March to May 2020, and assessed outcomes through that period.
- The primary outcome was the change in monthly counts of low-acuity visits to VA EDs, assessed using an interrupted time series analysis. The analysis focused on two intervention points: March 2020 (the start of the pandemic and virtual care scale-up) and May 2020 (when virtual care plateaued).
- A secondary analysis assessed the characteristics of ED users with low-acuity visits before and after the virtual care expansion, using 2 years of data — baseline pre-expansion year 3 (March 2019 to February 2020) and post-expansion year 3 (March 2022 to February 2023).
TAKEAWAY:
- Low-acuity ED utilization dropped by 24,514 visits (P < .001) in March 2020, followed by a modest increase of 7863 visits per month (P = .047) after May 2020, but remained 12.4% below the baseline rate by the end of February 2023.
- High-acuity visits showed similar patterns, with an initial decrease of 22,197 visits in March 2020 (P < .001) and a subsequent increase of 4180 visits per month in the post-expansion period (P = .05).
- Increased virtual care utilization was not significantly associated with reduced ED use for selected low-acuity conditions. The largest relative reductions were observed for major depression (42.4%), gastroenteritis (38.3%), and conjunctivitis (35.6%), whereas the largest absolute reductions occurred in low back pain, knee pain, and cellulitis.
- ED users with low-acuity ED visits in the post-expansion period were more likely to have 100% VA service connection (20.2% vs 14.6%), less medically complex (mean Elixhauser comorbidity score, 3.8 vs 4.2), and more likely to be classified as highly disabled (55.0% vs 48.1%) compared with those in the pre-expansion period.
IN PRACTICE:
“In this national, cross-sectional study, low-acuity ED utilization declined after the VA’s expansion of virtual care. While shifting low-acuity care away from ED settings toward virtual options may improve the value and efficiency of services, questions remain about the effects on quality and patient satisfaction,” the authors wrote. “Further research should be directed at exploring patient- and system-level factors that influence care-seeking decisions for low-acuity conditions,” they added.
SOURCE:
The study was led by Anu Ramachandran, MD, MPH, VA Palo Alto Health Care System, Menlo Park, California. It was published online on JAMA Network Open.
LIMITATIONS:
The classification of visits as low acuity in this study was based on International Classification of Diseases, Tenth Revision codes and discharge disposition; this classification did not imply inappropriate ED use as factors such as symptom severity, medical comorbidities, and access to care — which can influence care-seeking decisions — were not captured. The study did not assess all potential alternatives, including VA Urgent Care centers. Additionally, although virtual care use increased as ED visits declined, the models did not provide evidence of direct substitution.
DISCLOSURES:
The study received support from grants from the Department of VA, Veterans Health Administration, Office of Health Systems Research and Development. One author reported receiving research support through Department of VA Office of Health Systems Research and Development interagency agreement, whereas another reported receiving grant support from the VA Health Services Research program and being employed by the Veterans Affairs during the study.
This article was created using several editorial tools, including AI, as part of the process. Human editors reviewed this content before publication.
A version of this article first appeared on Medscape.com.
TOPLINE:
Emergency department (ED) visits by veterans for low-acuity conditions declined following the US Department of Veterans Affairs (VA) virtual care expansion in March 2020 and remained 12% below the baseline rate through February 2023.
METHODOLOGY:
- Researchers conducted a retrospective cross-sectional analysis using data from the VA Corporate Data Warehouse, including 10,364,893 ED visits (54.3% low-acuity visits) by about 2.6 million veterans (mean age, 60.8 years; 89.6% men; 63.7% White individuals) between March 2017 and February 2023.
- They evaluated the impact of the virtual care expansion — defined as the transition to virtual visits, including telephone and video care — which was implemented from March to May 2020, and assessed outcomes through that period.
- The primary outcome was the change in monthly counts of low-acuity visits to VA EDs, assessed using an interrupted time series analysis. The analysis focused on two intervention points: March 2020 (the start of the pandemic and virtual care scale-up) and May 2020 (when virtual care plateaued).
- A secondary analysis assessed the characteristics of ED users with low-acuity visits before and after the virtual care expansion, using 2 years of data — baseline pre-expansion year 3 (March 2019 to February 2020) and post-expansion year 3 (March 2022 to February 2023).
TAKEAWAY:
- Low-acuity ED utilization dropped by 24,514 visits (P < .001) in March 2020, followed by a modest increase of 7863 visits per month (P = .047) after May 2020, but remained 12.4% below the baseline rate by the end of February 2023.
- High-acuity visits showed similar patterns, with an initial decrease of 22,197 visits in March 2020 (P < .001) and a subsequent increase of 4180 visits per month in the post-expansion period (P = .05).
- Increased virtual care utilization was not significantly associated with reduced ED use for selected low-acuity conditions. The largest relative reductions were observed for major depression (42.4%), gastroenteritis (38.3%), and conjunctivitis (35.6%), whereas the largest absolute reductions occurred in low back pain, knee pain, and cellulitis.
- ED users with low-acuity ED visits in the post-expansion period were more likely to have 100% VA service connection (20.2% vs 14.6%), less medically complex (mean Elixhauser comorbidity score, 3.8 vs 4.2), and more likely to be classified as highly disabled (55.0% vs 48.1%) compared with those in the pre-expansion period.
IN PRACTICE:
“In this national, cross-sectional study, low-acuity ED utilization declined after the VA’s expansion of virtual care. While shifting low-acuity care away from ED settings toward virtual options may improve the value and efficiency of services, questions remain about the effects on quality and patient satisfaction,” the authors wrote. “Further research should be directed at exploring patient- and system-level factors that influence care-seeking decisions for low-acuity conditions,” they added.
SOURCE:
The study was led by Anu Ramachandran, MD, MPH, VA Palo Alto Health Care System, Menlo Park, California. It was published online on JAMA Network Open.
LIMITATIONS:
The classification of visits as low acuity in this study was based on International Classification of Diseases, Tenth Revision codes and discharge disposition; this classification did not imply inappropriate ED use as factors such as symptom severity, medical comorbidities, and access to care — which can influence care-seeking decisions — were not captured. The study did not assess all potential alternatives, including VA Urgent Care centers. Additionally, although virtual care use increased as ED visits declined, the models did not provide evidence of direct substitution.
DISCLOSURES:
The study received support from grants from the Department of VA, Veterans Health Administration, Office of Health Systems Research and Development. One author reported receiving research support through Department of VA Office of Health Systems Research and Development interagency agreement, whereas another reported receiving grant support from the VA Health Services Research program and being employed by the Veterans Affairs during the study.
This article was created using several editorial tools, including AI, as part of the process. Human editors reviewed this content before publication.
A version of this article first appeared on Medscape.com.
Veterans Face Long Delays in ATTR-CM Diagnosis After HF
TOPLINE:
Veterans received a diagnosis of transthyretin amyloid cardiomyopathy (ATTR-CM) a median of 490 days after heart failure (HF) diagnosis. Those who had atrial fibrillation, coronary artery disease, or chronic kidney disease experienced longer diagnostic delays, whereas older or Black patients experienced shorter delays.
METHODOLOGY:
- Researchers conducted a retrospective cohort study using data from the US Veterans Health Administration to quantify the time from HF diagnosis to ATTR-CM diagnosis and identify predictors of delays in diagnosis.
- They included veterans with HF and incident ATTR-CM diagnosed between 2016 and 2022; these veterans were identified using an algorithm based on diagnoses and medications.
- The final analysis included 2557 veterans, with a median age of 80.5 years; 99.5% were men, and 56.3% were White individuals.
- Assessments captured the time from the first HF diagnosis, the first outpatient prescription for a loop diuretic, and the first hospitalization for HF to the first ATTR-CM diagnosis, along with demographics and comorbidities.
- The primary outcome was the number of days from incident HF diagnosis to incident ATTR-CM diagnosis; a delay of > 6 months was considered meaningful.
TAKEAWAY:
- The median time from HF diagnosis to ATTR-CM diagnosis was 490 days. Overall, 65% of veterans experienced diagnostic delays > 6 months, and > 25% had delays longer than 3 years.
- Factors associated with a shorter time to ATTR-CM diagnosis included Black race (adjusted odds ratio [aOR], 0.71; 95% CI, 0.57-0.88) and older age (aOR per 10 years, 0.66; 95% CI, 0.59-0.73).
- The likelihood of longer diagnostic delays was higher in patients with coronary artery disease (aOR, 1.38; 95% CI, 1.15-1.64) and chronic kidney disease (aOR, 1.79; 95% CI, 1.50-2.15). Those with atrial fibrillation were more likely to have longer delays, although the lower bound of 95% CI was borderline (aOR, 1.21; 95% CI, 1.00-1.45).
- Among veterans with prior prescriptions of loop diuretics, the median time from the first prescription to ATTR-CM diagnosis was 835 days. Among those with a prior hospitalization for HF, the median time from hospitalization to ATTR-CM diagnosis was 300 days.
IN PRACTICE:
“This study supports the need for increased testing for ATTR-CM, thorough evaluation of cardiomyopathy etiologies at the time of HF diagnosis, and the need for new interventions that shorten the diagnostic delay in ATTR-CM,” the researchers reported.
SOURCE:
This study was led by Gabriela Spencer-Bonilla, MD, MSc, of Stanford University School of Medicine in Stanford, California. It was published online on JACC .
LIMITATIONS:
The analysis was limited to veterans engaged long enough for diagnoses of both HF and ATTR-CM. The findings may not be generalized to women given the predominantly male cohort. Echocardiography and ATTR subtype or genetic data were unavailable.
DISCLOSURES:
This study received funding from AstraZeneca. Four authors reported being the employees and stockholders of AstraZeneca. Several authors reported receiving research funding, consulting fees, and/or having equity in multiple pharmaceutical and healthcare companies, including Novo Nordisk, Bridge Bio, and Pfizer. Two authors reported receiving support from the American Heart Association, with one of them also receiving support from the National Institutes of Health.
This article was created using several editorial tools, including AI, as part of the process. Human editors reviewed this content before publication.
A version of this article first appeared on Medscape.com.
TOPLINE:
Veterans received a diagnosis of transthyretin amyloid cardiomyopathy (ATTR-CM) a median of 490 days after heart failure (HF) diagnosis. Those who had atrial fibrillation, coronary artery disease, or chronic kidney disease experienced longer diagnostic delays, whereas older or Black patients experienced shorter delays.
METHODOLOGY:
- Researchers conducted a retrospective cohort study using data from the US Veterans Health Administration to quantify the time from HF diagnosis to ATTR-CM diagnosis and identify predictors of delays in diagnosis.
- They included veterans with HF and incident ATTR-CM diagnosed between 2016 and 2022; these veterans were identified using an algorithm based on diagnoses and medications.
- The final analysis included 2557 veterans, with a median age of 80.5 years; 99.5% were men, and 56.3% were White individuals.
- Assessments captured the time from the first HF diagnosis, the first outpatient prescription for a loop diuretic, and the first hospitalization for HF to the first ATTR-CM diagnosis, along with demographics and comorbidities.
- The primary outcome was the number of days from incident HF diagnosis to incident ATTR-CM diagnosis; a delay of > 6 months was considered meaningful.
TAKEAWAY:
- The median time from HF diagnosis to ATTR-CM diagnosis was 490 days. Overall, 65% of veterans experienced diagnostic delays > 6 months, and > 25% had delays longer than 3 years.
- Factors associated with a shorter time to ATTR-CM diagnosis included Black race (adjusted odds ratio [aOR], 0.71; 95% CI, 0.57-0.88) and older age (aOR per 10 years, 0.66; 95% CI, 0.59-0.73).
- The likelihood of longer diagnostic delays was higher in patients with coronary artery disease (aOR, 1.38; 95% CI, 1.15-1.64) and chronic kidney disease (aOR, 1.79; 95% CI, 1.50-2.15). Those with atrial fibrillation were more likely to have longer delays, although the lower bound of 95% CI was borderline (aOR, 1.21; 95% CI, 1.00-1.45).
- Among veterans with prior prescriptions of loop diuretics, the median time from the first prescription to ATTR-CM diagnosis was 835 days. Among those with a prior hospitalization for HF, the median time from hospitalization to ATTR-CM diagnosis was 300 days.
IN PRACTICE:
“This study supports the need for increased testing for ATTR-CM, thorough evaluation of cardiomyopathy etiologies at the time of HF diagnosis, and the need for new interventions that shorten the diagnostic delay in ATTR-CM,” the researchers reported.
SOURCE:
This study was led by Gabriela Spencer-Bonilla, MD, MSc, of Stanford University School of Medicine in Stanford, California. It was published online on JACC .
LIMITATIONS:
The analysis was limited to veterans engaged long enough for diagnoses of both HF and ATTR-CM. The findings may not be generalized to women given the predominantly male cohort. Echocardiography and ATTR subtype or genetic data were unavailable.
DISCLOSURES:
This study received funding from AstraZeneca. Four authors reported being the employees and stockholders of AstraZeneca. Several authors reported receiving research funding, consulting fees, and/or having equity in multiple pharmaceutical and healthcare companies, including Novo Nordisk, Bridge Bio, and Pfizer. Two authors reported receiving support from the American Heart Association, with one of them also receiving support from the National Institutes of Health.
This article was created using several editorial tools, including AI, as part of the process. Human editors reviewed this content before publication.
A version of this article first appeared on Medscape.com.
TOPLINE:
Veterans received a diagnosis of transthyretin amyloid cardiomyopathy (ATTR-CM) a median of 490 days after heart failure (HF) diagnosis. Those who had atrial fibrillation, coronary artery disease, or chronic kidney disease experienced longer diagnostic delays, whereas older or Black patients experienced shorter delays.
METHODOLOGY:
- Researchers conducted a retrospective cohort study using data from the US Veterans Health Administration to quantify the time from HF diagnosis to ATTR-CM diagnosis and identify predictors of delays in diagnosis.
- They included veterans with HF and incident ATTR-CM diagnosed between 2016 and 2022; these veterans were identified using an algorithm based on diagnoses and medications.
- The final analysis included 2557 veterans, with a median age of 80.5 years; 99.5% were men, and 56.3% were White individuals.
- Assessments captured the time from the first HF diagnosis, the first outpatient prescription for a loop diuretic, and the first hospitalization for HF to the first ATTR-CM diagnosis, along with demographics and comorbidities.
- The primary outcome was the number of days from incident HF diagnosis to incident ATTR-CM diagnosis; a delay of > 6 months was considered meaningful.
TAKEAWAY:
- The median time from HF diagnosis to ATTR-CM diagnosis was 490 days. Overall, 65% of veterans experienced diagnostic delays > 6 months, and > 25% had delays longer than 3 years.
- Factors associated with a shorter time to ATTR-CM diagnosis included Black race (adjusted odds ratio [aOR], 0.71; 95% CI, 0.57-0.88) and older age (aOR per 10 years, 0.66; 95% CI, 0.59-0.73).
- The likelihood of longer diagnostic delays was higher in patients with coronary artery disease (aOR, 1.38; 95% CI, 1.15-1.64) and chronic kidney disease (aOR, 1.79; 95% CI, 1.50-2.15). Those with atrial fibrillation were more likely to have longer delays, although the lower bound of 95% CI was borderline (aOR, 1.21; 95% CI, 1.00-1.45).
- Among veterans with prior prescriptions of loop diuretics, the median time from the first prescription to ATTR-CM diagnosis was 835 days. Among those with a prior hospitalization for HF, the median time from hospitalization to ATTR-CM diagnosis was 300 days.
IN PRACTICE:
“This study supports the need for increased testing for ATTR-CM, thorough evaluation of cardiomyopathy etiologies at the time of HF diagnosis, and the need for new interventions that shorten the diagnostic delay in ATTR-CM,” the researchers reported.
SOURCE:
This study was led by Gabriela Spencer-Bonilla, MD, MSc, of Stanford University School of Medicine in Stanford, California. It was published online on JACC .
LIMITATIONS:
The analysis was limited to veterans engaged long enough for diagnoses of both HF and ATTR-CM. The findings may not be generalized to women given the predominantly male cohort. Echocardiography and ATTR subtype or genetic data were unavailable.
DISCLOSURES:
This study received funding from AstraZeneca. Four authors reported being the employees and stockholders of AstraZeneca. Several authors reported receiving research funding, consulting fees, and/or having equity in multiple pharmaceutical and healthcare companies, including Novo Nordisk, Bridge Bio, and Pfizer. Two authors reported receiving support from the American Heart Association, with one of them also receiving support from the National Institutes of Health.
This article was created using several editorial tools, including AI, as part of the process. Human editors reviewed this content before publication.
A version of this article first appeared on Medscape.com.
Negotiating the VUCA World Through Tiered Huddles
Negotiating the VUCA World Through Tiered Huddles
To see what is in front of one’s nose needs a constant struggle.
George Orwell (1946)1
In 2019, the Veterans Health Administration (VHA) initiated a process to become a high reliability organization (HRO).2 The COVID-19 pandemic has been described in medical literature as a volatile, uncertain, complex, and ambiguous (VUCA) event, underscoring the necessity of resilient communication strategies.3 Challenges posed by 2024 Hurricanes Helene and Milton further highlighted the need for resilient communication strategies within HRO implementation.
Central to the HRO journey within the VHA has been the development of tiered huddles, an evolution of the safety huddle concept.4 Emerging organically as an effective communication mechanism across multiple facilities between 2019 and 2020, tiered huddles were, in part, spurred by the onset of COVID-19. Tiered huddles represent a proactive approach to identifying and addressing organizational threats in their early stages, thereby preventing their escalation to a VUCA-laden crisis.5 When conditions evolve beyond the horizon of tractability, where challenges are easily identified and resolved, tiered huddles serve as a resilient mechanism to restore dynamic equilibrium within the organization.6,7
This article describes how tiered huddles were integrated within Veterans Integrated Service Network (VISN) 4 and explores why these huddles are essential, particularly in the context of VUCA events. What began as a local-level tactic has now gained widespread acceptance and continues to evolve across the VHA with full support from the US Department of Veterans Affairs (VA) Under Secretary for Health.8
The VHA is divided into 18 VISNs. Nine VA Medical Centers (VAMCs) and 46 outpatient clinics across Pennsylvania, Delaware, and parts of Ohio, New York, and New Jersey make up VISN 4. Disseminating vital information across VISN 4, in addition to the 17 other VISNs—including 170 VAMCs and 1193 clinics—presents a formidable challenge. As the largest integrated system in the US, the VHA is realigning its workforce to address organizational inefficiencies. An enterprise of this scale, shaped by recurrent organizational change, faces ongoing challenges in sustaining clear communication across all levels. These transitions create uncertainty for staff as roles and resources shift, underscoring the need for dependable vertical and horizontal information flow. Tiered huddles offer a steady means to support coordinated communication and strengthen the system’s ability to adapt.9
ERIE VA MEDICAL CENTER HRO JOURNEY
In 2019, John Gennaro, the Erie VAMC executive director, attended a presentation that showcased the Cleveland Clinic’s tiered huddle process, with an opportunity to observe its 5-tiered system.10 Erie VAMC already had a 3-tiered huddle system, but the Cleveland Clinic’s more robust model inspired Gennaro to propose a VISN 4 pilot program. Tiered huddles were perceived as innovative, yet not fully embraced within the VHA; nonetheless, VISN 4, much like several other VISNs, moved forward and established a VISN-level (Tier 4) huddle.8 It is important to note that there was a notional fifth-tier capability as VISN and program office leaders already participated in daily VHA-wide meetings under the auspices of the Hospital Operations Center (HOC).
Expanding the Tiered Huddle Process
The Erie VAMC huddle process begins with the unit level Managers and Frontline Staff (Tier 1), then moves to Service Chiefs and Managers (Tier 2). Tier 3 involves facility executive leadership team and service chiefs, clinical directors and top VAMC administrators (these configurations may vary depending on context). The sequencing and flow of information is bidirectional across levels, reflecting the importance of closed-loop communication to ensure staff at all levels understand that issues raised are followed up on and/or closed out (Figure 1).2

Tier 4 composition may vary among VISNs depending on size and unique mission requirements.8,11 The VISN 4 Tier 4 huddle includes the VISN director, 9 VAMC directors, and key network administrators and clinical experts. The Tier 5 huddle includes 18 VISN 4 directors with the VHA HOC (Figure 2). The tiered huddle process emphasizes team-based culture and psychological safety.12-15 Staff at all levels are encouraged to identify and transparently resolve issues, fostering a proactive and problem-solving environment across the organization. A more nuanced and detailed process across tier levels is depicted in the Table.


The vetting and distillation of information can present challenges as vital information ascends and spreads across organization levels. Visual management systems (VMS), whether a whiteboard or a digital platform, are key to facilitate decision-making related to what needs to be prioritized and disseminated at each tier level.2,8 At Tier 5, the HOC uses a digital VMS to provide a structured, user-friendly format for categorizing issues and topics and enhances clarity and accessibility (Figure 3). The Tier 5 VMS also facilitates tracking and reciprocal information exchange, helping to close the loop on emerging issues by monitoring their progression and resolution up and across tiers.2,8 The Tier 5 huddle process and technology supporting continue to evolve offering increasing sophistication in organizational situational awareness and responsiveness.

VUCA: A Lens for Health Care Challenges
First introduced by social scientists at the US Army War College in 1995, VUCA describes complex and unpredictable conditions often encountered in military operations.16,17 Prompted by the COVID-19 pandemic, the acronym VUCA gained recognition in health care, as leaders acknowledged the challenge of navigating rapidly changing environments. van Stralen, Byrum and Inozu, recognized authorities in high reliability, cited VUCA as the rationale for implementing HRO principles and practices. They argued that “HRO solves the problem of operations and performance in a volatile, uncertain, complex, ambiguous environment.” 18 To fully appreciate the VUCA environment and its relevance to health care, it is essential to unpack the 4 components of the acronym: volatile, uncertain, complex, and ambiguous.
Volatile refers to the speed and unpredictability of change. Health care systems are interactively complex and tightly coupled, meaning that changes in 1 part of the system can rapidly impact others.6,18,19 This high degree of interdependence amplifies volatility, especially when unexpected events occur. The rapid spread of COVID- 19 and the evolving nature of its transmission challenged health care systems’ ability to respond swiftly and effectively. Volatility also may emerge in acute medical situations, such as the rapid deterioration of a patient’s condition.
Uncertain captures the lack of predictability inherent in complex systems. In health care, uncertainty arises when there is insufficient information or when an excess of data make it difficult to discern meaningful patterns. COVID-19 and recent natural disasters have introduced profound uncertainty, as the disease’s behavior, transmission, and impact were initially unknown. Health care practitioners struggled to make decisions in real time, lacking clear guidance or precedent.3,20 While health care planning and established protocols are grounded in predictability, the COVID-19 pandemic revealed that as complexity increases, predictability diminishes. Moreover, complexity can complicate protocol selection, as situations may arise in which multiple protocols conflict or compete. The cognitive challenge of operating in this environment is analogous to what military strategists call the fog of war, where situational awareness is low and decision-makers must navigate without clarity.21 Tiered huddles, a core practice in HROs, mitigate uncertainty by fostering real-time communication and shared situational awareness among teams.20
Complex refers to the intricate interplay of multiple, interconnected factors within a system.22 In health care, this complexity is heightened by the sociotechnical nature of the field—where human, technology, and organizational elements all converge.19 Systems designed to prevent failures, such as redundancies and safety protocols, can themselves contribute to increased complexity. HRO practices such as tiered huddles are implemented to mitigate the risk of catastrophic failure by fostering collaborative sensemaking, enhanced situational awareness, and rapid problem-solving.5,20,23
Ambiguous refers to situations in which multiple interpretations, causes, or outcomes are possible. It explains how, despite following protocols, failure can still occur, or how individuals may reach different conclusions from the same data. Ambiguity does not offer binary solutions; instead, it presents a murky, multifaceted reality that requires thoughtful interpretation and adaptive responses. In these moments, leaders must act decisively, even in the absence of complete information, making trade-offs that balance immediate needs with long-term consequences.
MANAGING VUCA ENVIRONMENTS WITH TIERED HUDDLES
The tiered huddle process provides several key benefits that enable real-time issue resolution. These include the rapid dissemination of vital information, enhanced agility and resilience, and improved sensemaking within a VUCA environment. Additionally, tiered huddles prevent organizational drift by fostering heightened situational awareness. The tiered huddle process also supports leadership development, as unit-level leaders gain valuable insights into strategic decision-making through active participation. Each component is outlined in the following section.
Spread: The Challenge of Communicating
“The hallmark of a great organization is how quickly bad news travels upward,” argued Jay Forrester, the father of system dynamics.24 Unfortunately, steep power gradients and siloed organizational structures inhibit the flow of unfavorable information from frontline staff to senior leadership. This suppression is not necessarily intentional but is often a byproduct of organizational culture. Tiered huddles address the weakness of top-down communication models by promoting a reciprocal, bidirectional information exchange, with an emphasis on closed-loop communication. Open communication can foster a culture of trust and transparency, allowing leaders to make more informed decisions and respond quickly to emerging risks.
Enhancing Agility and Resilience
Tiered huddles contribute to a mindful infrastructure, an important aspect of maintaining organizational awareness and agility.21,25 A mindful infrastructure enables an organization to detect early warning signs of potential disruptions and respond to them before they escalate. In this sense, tiered huddles serve as a signal-sensing mechanism, providing the agility needed to adapt to changing circumstances and prevent patient harm. Tiered huddles facilitate self-organization, a concept from chaos theory known as autopoiesis. 26 This self-organizing capability allows teams to develop novel solutions in response to unforeseen challenges, exemplifying the adaptability and resilience needed in a VUCA environment. The diverse backgrounds of tiered huddle participants—both cognitively and culturally—enable a broader range of perspectives, which is critical for making sound decisions in complex and uncertain situations. “HROs cultivate diversity not just because it helps them notice more in complex environments, but also because it helps them adapt to the complexities they do spot,” argues Weick et al.27 This diversity of thought and experience enhances the organization’s ability to respond to complexity, much like firefighters continually adapt to the VUCA conditions they face.
Sensemaking and Sensitivity to Operations
Leaders at all levels must be attuned to what is happening both within and outside their organization. This continual sensing of the environment—looking for weak signals, threats, and opportunities—is important for HROs. This signal detection capability allows organizations to address problems in their nascent emerging state within a tractable horizon to successfully manage fluctuations. The horizon of tractability reflects a zone where weak signals and evolving issues can be identified, addressed, and resolved early before they evolve and cascade outside of safe operations. 7 Tiered huddles facilitate this process by creating a platform for team members to engage in respectful, collaborative dialogue. The diversity inherent in tiered huddles also supports sensemaking, a process of interpreting and understanding complex situations.27 In a VUCA environment, this multiperspective approach helps filter out noise and identify the most important signals. Tiered huddles can help overcome the phenomenon of dysfunctional momentum associated with cognitive lockup, fixation error, and tunnel vision, in which individuals or teams fixate on a particular solution, thus missing important alternative views.21,28 By fostering a common operating picture of the fluctuating environment, tiered huddles can enable more accurate decision-making and improve organizational resilience.
Avoiding Organizational Drift
One of the most significant contributions of tiered huddles is the ability to detect early signs of organizational drift, or subtle deviations from standard practices that can accumulate over time and lead to serious failures. By continuously monitoring for precursor conditions and weak signals, tiered huddles allow organizations to intervene early and prevent drift from becoming catastrophic.29,30 This vigilance is essential in health care, where complacency can lead to patient harm. Tiered huddles foster a culture of mindfulness and accountability, ensuring that staff stay engaged and alert to potential risks. This proactive approach is a safeguard against human error and the gradual erosion of safety standards.
Leadership Development
Tiered huddles serve as a powerful tool for leadership development. Effective leaders must be able to anticipate potential risks and foresee system failures. Involving future leaders in tiered huddles can facilitate the transfer of these critical skills. When emerging leaders at lower tiers participate in ascending-tier huddles, they gain a unique opportunity to engage in a structured, collaborative setting. This environment provides a safe space to develop and practice strategic skills, enhancing their ability to think proactively and manage complexity. By integrating future leaders into tiered huddles, organizations offer essential, hands-on experience in real-time decision making. This experiential learning is invaluable for preparing leaders to navigate the demands of a VUCA environment.
CONCLUSIONS
Since implementing the tiered huddle process, the Erie VAMC and VISN 4 have emerged as early adopters of VUCA, thus contributing to the expansion of this innovative communication approach across the VHA. Tiered huddles strengthen organizational resilience and agility, facilitate critical information flow to manage risk, and support the cultivation of future leaders. The Erie VAMC director and the VISN 4 network director regard the expansion of tiered huddles, including Tiers 4 and 5, as an adaptable model for the VHA. While tiered huddles have not yet been mandated across the VHA, a pilot at the Tier 5 HOC level was initiated on May 20, 2024. In a complex world in which VUCA events will continue to be inevitable, implementation of robust tiered huddles within complex health care systems provides the opportunity for improved responses and delivery of care.
- Orwell S, Angus I, eds. In Front of Your Nose, 1945-1950. Godine; 2000. Orwell G. The Collected Essays, Journalism, and Letters of George Orwell; vol 4.
- Murray JS, Baghdadi A, Dannenberg W, Crews P, Walsh ND. The role of high reliability organization foundational practices in building a culture of safety. Fed Pract. 2024;41:214-221. doi:10.12788/fp.0486
- Goldenhar LM, Brady PW, Sutcliffe KM, Muething SE. Huddling for high reliability and situation awareness. BMJ Qual Saf. 2013;22:899-906. doi:10.1136/bmjqs-2012-001467
- Pandit M. Critical factors for successful management of VUCA times. BMJ Lead. 2021;5:121-123. doi:10.1136/leader-2020-000305
- Mihaljevic T. Tiered daily huddles: the power of teamwork in managing large healthcare organisations. BMJ Qual Saf. 2020;29:1050-1052. doi:10.1136/bmjqs-2019-010575
- van Stralen D, Mercer TA. High-reliability organizing (HRO) in the COVID-19 liminal zone: characteristics of workers and local leaders. Neonatology Today. 2021;16:90-101. http://www.neonatologytoday.net /newsletters/nt-apr21.pdf
- Nemeth C, Wears R, Woods D, Hollnagel E, Cook R. Minding the gaps: creating resilience in health care. In: Henriksen K, Battles JB, Keyes MA, Grady ML, eds. Advances in Patient Safety: New Directions and Alternative Approaches. Vol 3: Performance and Tools. Agency for Healthcare Research and Quality; 2008.
- Merchant NB, O’Neal J, Montoya A, Cox GR, Murray JS. Creating a process for the implementation of tiered huddles in a Veterans Affairs medical center. Mil Med. 2023;188:901-906. doi:10.1093/milmed/usac073
- Starbuck WH, Farjoun M, eds. Organization at the Limit: Lessons From the Columbia Disaster. 1st ed. Wiley-Blackwell; 2005.
- Mihaljevic T. Tiered daily huddles: the power of teamwork in managing large healthcare organisations. BMJ Qual Saf. 2020;29:1050-1052. doi:10.1136/bmjqs-2019-010575
- Donnelly LF, Cherian SS, Chua KB, et al. The Daily Readiness Huddle: a process to rapidly identify issues and foster improvement through problem-solving accountability. Pediatr Radiol. 2017;47:22-30. doi:10.1007/s00247-016-3712-x
- Clark TR. The 4 Stages of Psychological Safety: Defining the Path to Inclusion and Innovation. Berrett-Koehler Publishers, Inc.; 2020.
- Edmondson AC. The Fearless Organization: Creating Psychological Safety in the Workplace for Learning, Innovation, and Growth. John Wiley & Sons; 2018.
- Edmondson AC. The Right Kind of Wrong: The Science of Failing Well. Simon Element/Simon Acumen; 2023.
- Murray JS, Kelly S, Hanover C. Promoting psychological safety in healthcare organizations. Mil Med. 2022;187:808 -810. doi:10.1093/milmed/usac041
- Barber HF. Developing strategic leadership: the US Army War College experience. J Manag Dev. 1992;11:4-12. doi:10.1108/02621719210018208
- US Army Heritage & Education Center. Who first originated the term VUCA (volatility, uncertainty, complexity and ambiguity)? Accessed November 5, 2025. https://usawc .libanswers.com/ahec/faq/84869
- van Stralen D, Byrum SL, Inozu B. High Reliability for a Highly Unreliable World: Preparing for Code Blue Through Daily Operations in Healthcare. CreateSpace Independent Publishing Platform; 2018.
- Perrow C. Normal Accidents: Living With High-Risk Technologies. Princeton University Press; 2000.
- Sculli G, Essen K. Soaring to Success: The Path to Developing High-Reliability Clinical Teams. HCPro; 2021. Accessed November 5, 2025. https://hcmarketplace.com /media/wysiwyg/CRM3_browse.pdf
- Barton MA, Sutcliffe KM, Vogus TJ, DeWitt T. Performing under uncertainty: contextualized engagement in wildland firefighting. J Contingencies Crisis Manag. 2015;23:74-83. doi:10.1111/1468-5973.12076
- Sutcliffe KM. Mindful organizing. In: Ramanujam R, Roberts KH, eds. Organizing for Reliability: A Guide for Research and Practice. Stanford University Press; 2018:61-89.
- Merchant NB, O’Neal J, Dealino-Perez C, Xiang J, Montoya A Jr, Murray JS. A high-reliability organization mindset. Am J Med Qual. 2022;37:504-510. doi:10.1097/jmq.0000000000000086
- Senge PM. The Fifth Discipline Fieldbook: Strategies and Tools for Building a Learning Organization. Crown Currency; 1994.
- Ramanujam R, Roberts KH, eds. Organizing for Reliability: A Guide for Research and Practice. Stanford University Press; 2018.
- Coveney PV. Self-organization and complexity: a new age for theory, computation and experiment. Philos Trans A Math Phys Eng Sci. 2003;361:1057-1079. doi:10.1098/rsta.2003.1191
- Weick KE, Sutcliffe KM. Managing the Unexpected: Sustained Performance in a Complex World. 3rd ed. Wiley; 2015.
- Barton M, Sutcliffe K. Overcoming dysfunctional momentum: organizational safety as a social achievement. Hum Relations. 2009;62:1327-1356. doi:10.1177/0018726709334491
- Dekker S. Drift Into Failure: From Hunting Broken Components to Understanding Complex Systems. Routledge; 2011.
- Price MR, Williams TC. When doing wrong feels so right: normalization of deviance. J Patient Saf. 2018;14:1-2. doi:10.1097/pts.0000000000000157
To see what is in front of one’s nose needs a constant struggle.
George Orwell (1946)1
In 2019, the Veterans Health Administration (VHA) initiated a process to become a high reliability organization (HRO).2 The COVID-19 pandemic has been described in medical literature as a volatile, uncertain, complex, and ambiguous (VUCA) event, underscoring the necessity of resilient communication strategies.3 Challenges posed by 2024 Hurricanes Helene and Milton further highlighted the need for resilient communication strategies within HRO implementation.
Central to the HRO journey within the VHA has been the development of tiered huddles, an evolution of the safety huddle concept.4 Emerging organically as an effective communication mechanism across multiple facilities between 2019 and 2020, tiered huddles were, in part, spurred by the onset of COVID-19. Tiered huddles represent a proactive approach to identifying and addressing organizational threats in their early stages, thereby preventing their escalation to a VUCA-laden crisis.5 When conditions evolve beyond the horizon of tractability, where challenges are easily identified and resolved, tiered huddles serve as a resilient mechanism to restore dynamic equilibrium within the organization.6,7
This article describes how tiered huddles were integrated within Veterans Integrated Service Network (VISN) 4 and explores why these huddles are essential, particularly in the context of VUCA events. What began as a local-level tactic has now gained widespread acceptance and continues to evolve across the VHA with full support from the US Department of Veterans Affairs (VA) Under Secretary for Health.8
The VHA is divided into 18 VISNs. Nine VA Medical Centers (VAMCs) and 46 outpatient clinics across Pennsylvania, Delaware, and parts of Ohio, New York, and New Jersey make up VISN 4. Disseminating vital information across VISN 4, in addition to the 17 other VISNs—including 170 VAMCs and 1193 clinics—presents a formidable challenge. As the largest integrated system in the US, the VHA is realigning its workforce to address organizational inefficiencies. An enterprise of this scale, shaped by recurrent organizational change, faces ongoing challenges in sustaining clear communication across all levels. These transitions create uncertainty for staff as roles and resources shift, underscoring the need for dependable vertical and horizontal information flow. Tiered huddles offer a steady means to support coordinated communication and strengthen the system’s ability to adapt.9
ERIE VA MEDICAL CENTER HRO JOURNEY
In 2019, John Gennaro, the Erie VAMC executive director, attended a presentation that showcased the Cleveland Clinic’s tiered huddle process, with an opportunity to observe its 5-tiered system.10 Erie VAMC already had a 3-tiered huddle system, but the Cleveland Clinic’s more robust model inspired Gennaro to propose a VISN 4 pilot program. Tiered huddles were perceived as innovative, yet not fully embraced within the VHA; nonetheless, VISN 4, much like several other VISNs, moved forward and established a VISN-level (Tier 4) huddle.8 It is important to note that there was a notional fifth-tier capability as VISN and program office leaders already participated in daily VHA-wide meetings under the auspices of the Hospital Operations Center (HOC).
Expanding the Tiered Huddle Process
The Erie VAMC huddle process begins with the unit level Managers and Frontline Staff (Tier 1), then moves to Service Chiefs and Managers (Tier 2). Tier 3 involves facility executive leadership team and service chiefs, clinical directors and top VAMC administrators (these configurations may vary depending on context). The sequencing and flow of information is bidirectional across levels, reflecting the importance of closed-loop communication to ensure staff at all levels understand that issues raised are followed up on and/or closed out (Figure 1).2

Tier 4 composition may vary among VISNs depending on size and unique mission requirements.8,11 The VISN 4 Tier 4 huddle includes the VISN director, 9 VAMC directors, and key network administrators and clinical experts. The Tier 5 huddle includes 18 VISN 4 directors with the VHA HOC (Figure 2). The tiered huddle process emphasizes team-based culture and psychological safety.12-15 Staff at all levels are encouraged to identify and transparently resolve issues, fostering a proactive and problem-solving environment across the organization. A more nuanced and detailed process across tier levels is depicted in the Table.


The vetting and distillation of information can present challenges as vital information ascends and spreads across organization levels. Visual management systems (VMS), whether a whiteboard or a digital platform, are key to facilitate decision-making related to what needs to be prioritized and disseminated at each tier level.2,8 At Tier 5, the HOC uses a digital VMS to provide a structured, user-friendly format for categorizing issues and topics and enhances clarity and accessibility (Figure 3). The Tier 5 VMS also facilitates tracking and reciprocal information exchange, helping to close the loop on emerging issues by monitoring their progression and resolution up and across tiers.2,8 The Tier 5 huddle process and technology supporting continue to evolve offering increasing sophistication in organizational situational awareness and responsiveness.

VUCA: A Lens for Health Care Challenges
First introduced by social scientists at the US Army War College in 1995, VUCA describes complex and unpredictable conditions often encountered in military operations.16,17 Prompted by the COVID-19 pandemic, the acronym VUCA gained recognition in health care, as leaders acknowledged the challenge of navigating rapidly changing environments. van Stralen, Byrum and Inozu, recognized authorities in high reliability, cited VUCA as the rationale for implementing HRO principles and practices. They argued that “HRO solves the problem of operations and performance in a volatile, uncertain, complex, ambiguous environment.” 18 To fully appreciate the VUCA environment and its relevance to health care, it is essential to unpack the 4 components of the acronym: volatile, uncertain, complex, and ambiguous.
Volatile refers to the speed and unpredictability of change. Health care systems are interactively complex and tightly coupled, meaning that changes in 1 part of the system can rapidly impact others.6,18,19 This high degree of interdependence amplifies volatility, especially when unexpected events occur. The rapid spread of COVID- 19 and the evolving nature of its transmission challenged health care systems’ ability to respond swiftly and effectively. Volatility also may emerge in acute medical situations, such as the rapid deterioration of a patient’s condition.
Uncertain captures the lack of predictability inherent in complex systems. In health care, uncertainty arises when there is insufficient information or when an excess of data make it difficult to discern meaningful patterns. COVID-19 and recent natural disasters have introduced profound uncertainty, as the disease’s behavior, transmission, and impact were initially unknown. Health care practitioners struggled to make decisions in real time, lacking clear guidance or precedent.3,20 While health care planning and established protocols are grounded in predictability, the COVID-19 pandemic revealed that as complexity increases, predictability diminishes. Moreover, complexity can complicate protocol selection, as situations may arise in which multiple protocols conflict or compete. The cognitive challenge of operating in this environment is analogous to what military strategists call the fog of war, where situational awareness is low and decision-makers must navigate without clarity.21 Tiered huddles, a core practice in HROs, mitigate uncertainty by fostering real-time communication and shared situational awareness among teams.20
Complex refers to the intricate interplay of multiple, interconnected factors within a system.22 In health care, this complexity is heightened by the sociotechnical nature of the field—where human, technology, and organizational elements all converge.19 Systems designed to prevent failures, such as redundancies and safety protocols, can themselves contribute to increased complexity. HRO practices such as tiered huddles are implemented to mitigate the risk of catastrophic failure by fostering collaborative sensemaking, enhanced situational awareness, and rapid problem-solving.5,20,23
Ambiguous refers to situations in which multiple interpretations, causes, or outcomes are possible. It explains how, despite following protocols, failure can still occur, or how individuals may reach different conclusions from the same data. Ambiguity does not offer binary solutions; instead, it presents a murky, multifaceted reality that requires thoughtful interpretation and adaptive responses. In these moments, leaders must act decisively, even in the absence of complete information, making trade-offs that balance immediate needs with long-term consequences.
MANAGING VUCA ENVIRONMENTS WITH TIERED HUDDLES
The tiered huddle process provides several key benefits that enable real-time issue resolution. These include the rapid dissemination of vital information, enhanced agility and resilience, and improved sensemaking within a VUCA environment. Additionally, tiered huddles prevent organizational drift by fostering heightened situational awareness. The tiered huddle process also supports leadership development, as unit-level leaders gain valuable insights into strategic decision-making through active participation. Each component is outlined in the following section.
Spread: The Challenge of Communicating
“The hallmark of a great organization is how quickly bad news travels upward,” argued Jay Forrester, the father of system dynamics.24 Unfortunately, steep power gradients and siloed organizational structures inhibit the flow of unfavorable information from frontline staff to senior leadership. This suppression is not necessarily intentional but is often a byproduct of organizational culture. Tiered huddles address the weakness of top-down communication models by promoting a reciprocal, bidirectional information exchange, with an emphasis on closed-loop communication. Open communication can foster a culture of trust and transparency, allowing leaders to make more informed decisions and respond quickly to emerging risks.
Enhancing Agility and Resilience
Tiered huddles contribute to a mindful infrastructure, an important aspect of maintaining organizational awareness and agility.21,25 A mindful infrastructure enables an organization to detect early warning signs of potential disruptions and respond to them before they escalate. In this sense, tiered huddles serve as a signal-sensing mechanism, providing the agility needed to adapt to changing circumstances and prevent patient harm. Tiered huddles facilitate self-organization, a concept from chaos theory known as autopoiesis. 26 This self-organizing capability allows teams to develop novel solutions in response to unforeseen challenges, exemplifying the adaptability and resilience needed in a VUCA environment. The diverse backgrounds of tiered huddle participants—both cognitively and culturally—enable a broader range of perspectives, which is critical for making sound decisions in complex and uncertain situations. “HROs cultivate diversity not just because it helps them notice more in complex environments, but also because it helps them adapt to the complexities they do spot,” argues Weick et al.27 This diversity of thought and experience enhances the organization’s ability to respond to complexity, much like firefighters continually adapt to the VUCA conditions they face.
Sensemaking and Sensitivity to Operations
Leaders at all levels must be attuned to what is happening both within and outside their organization. This continual sensing of the environment—looking for weak signals, threats, and opportunities—is important for HROs. This signal detection capability allows organizations to address problems in their nascent emerging state within a tractable horizon to successfully manage fluctuations. The horizon of tractability reflects a zone where weak signals and evolving issues can be identified, addressed, and resolved early before they evolve and cascade outside of safe operations. 7 Tiered huddles facilitate this process by creating a platform for team members to engage in respectful, collaborative dialogue. The diversity inherent in tiered huddles also supports sensemaking, a process of interpreting and understanding complex situations.27 In a VUCA environment, this multiperspective approach helps filter out noise and identify the most important signals. Tiered huddles can help overcome the phenomenon of dysfunctional momentum associated with cognitive lockup, fixation error, and tunnel vision, in which individuals or teams fixate on a particular solution, thus missing important alternative views.21,28 By fostering a common operating picture of the fluctuating environment, tiered huddles can enable more accurate decision-making and improve organizational resilience.
Avoiding Organizational Drift
One of the most significant contributions of tiered huddles is the ability to detect early signs of organizational drift, or subtle deviations from standard practices that can accumulate over time and lead to serious failures. By continuously monitoring for precursor conditions and weak signals, tiered huddles allow organizations to intervene early and prevent drift from becoming catastrophic.29,30 This vigilance is essential in health care, where complacency can lead to patient harm. Tiered huddles foster a culture of mindfulness and accountability, ensuring that staff stay engaged and alert to potential risks. This proactive approach is a safeguard against human error and the gradual erosion of safety standards.
Leadership Development
Tiered huddles serve as a powerful tool for leadership development. Effective leaders must be able to anticipate potential risks and foresee system failures. Involving future leaders in tiered huddles can facilitate the transfer of these critical skills. When emerging leaders at lower tiers participate in ascending-tier huddles, they gain a unique opportunity to engage in a structured, collaborative setting. This environment provides a safe space to develop and practice strategic skills, enhancing their ability to think proactively and manage complexity. By integrating future leaders into tiered huddles, organizations offer essential, hands-on experience in real-time decision making. This experiential learning is invaluable for preparing leaders to navigate the demands of a VUCA environment.
CONCLUSIONS
Since implementing the tiered huddle process, the Erie VAMC and VISN 4 have emerged as early adopters of VUCA, thus contributing to the expansion of this innovative communication approach across the VHA. Tiered huddles strengthen organizational resilience and agility, facilitate critical information flow to manage risk, and support the cultivation of future leaders. The Erie VAMC director and the VISN 4 network director regard the expansion of tiered huddles, including Tiers 4 and 5, as an adaptable model for the VHA. While tiered huddles have not yet been mandated across the VHA, a pilot at the Tier 5 HOC level was initiated on May 20, 2024. In a complex world in which VUCA events will continue to be inevitable, implementation of robust tiered huddles within complex health care systems provides the opportunity for improved responses and delivery of care.
To see what is in front of one’s nose needs a constant struggle.
George Orwell (1946)1
In 2019, the Veterans Health Administration (VHA) initiated a process to become a high reliability organization (HRO).2 The COVID-19 pandemic has been described in medical literature as a volatile, uncertain, complex, and ambiguous (VUCA) event, underscoring the necessity of resilient communication strategies.3 Challenges posed by 2024 Hurricanes Helene and Milton further highlighted the need for resilient communication strategies within HRO implementation.
Central to the HRO journey within the VHA has been the development of tiered huddles, an evolution of the safety huddle concept.4 Emerging organically as an effective communication mechanism across multiple facilities between 2019 and 2020, tiered huddles were, in part, spurred by the onset of COVID-19. Tiered huddles represent a proactive approach to identifying and addressing organizational threats in their early stages, thereby preventing their escalation to a VUCA-laden crisis.5 When conditions evolve beyond the horizon of tractability, where challenges are easily identified and resolved, tiered huddles serve as a resilient mechanism to restore dynamic equilibrium within the organization.6,7
This article describes how tiered huddles were integrated within Veterans Integrated Service Network (VISN) 4 and explores why these huddles are essential, particularly in the context of VUCA events. What began as a local-level tactic has now gained widespread acceptance and continues to evolve across the VHA with full support from the US Department of Veterans Affairs (VA) Under Secretary for Health.8
The VHA is divided into 18 VISNs. Nine VA Medical Centers (VAMCs) and 46 outpatient clinics across Pennsylvania, Delaware, and parts of Ohio, New York, and New Jersey make up VISN 4. Disseminating vital information across VISN 4, in addition to the 17 other VISNs—including 170 VAMCs and 1193 clinics—presents a formidable challenge. As the largest integrated system in the US, the VHA is realigning its workforce to address organizational inefficiencies. An enterprise of this scale, shaped by recurrent organizational change, faces ongoing challenges in sustaining clear communication across all levels. These transitions create uncertainty for staff as roles and resources shift, underscoring the need for dependable vertical and horizontal information flow. Tiered huddles offer a steady means to support coordinated communication and strengthen the system’s ability to adapt.9
ERIE VA MEDICAL CENTER HRO JOURNEY
In 2019, John Gennaro, the Erie VAMC executive director, attended a presentation that showcased the Cleveland Clinic’s tiered huddle process, with an opportunity to observe its 5-tiered system.10 Erie VAMC already had a 3-tiered huddle system, but the Cleveland Clinic’s more robust model inspired Gennaro to propose a VISN 4 pilot program. Tiered huddles were perceived as innovative, yet not fully embraced within the VHA; nonetheless, VISN 4, much like several other VISNs, moved forward and established a VISN-level (Tier 4) huddle.8 It is important to note that there was a notional fifth-tier capability as VISN and program office leaders already participated in daily VHA-wide meetings under the auspices of the Hospital Operations Center (HOC).
Expanding the Tiered Huddle Process
The Erie VAMC huddle process begins with the unit level Managers and Frontline Staff (Tier 1), then moves to Service Chiefs and Managers (Tier 2). Tier 3 involves facility executive leadership team and service chiefs, clinical directors and top VAMC administrators (these configurations may vary depending on context). The sequencing and flow of information is bidirectional across levels, reflecting the importance of closed-loop communication to ensure staff at all levels understand that issues raised are followed up on and/or closed out (Figure 1).2

Tier 4 composition may vary among VISNs depending on size and unique mission requirements.8,11 The VISN 4 Tier 4 huddle includes the VISN director, 9 VAMC directors, and key network administrators and clinical experts. The Tier 5 huddle includes 18 VISN 4 directors with the VHA HOC (Figure 2). The tiered huddle process emphasizes team-based culture and psychological safety.12-15 Staff at all levels are encouraged to identify and transparently resolve issues, fostering a proactive and problem-solving environment across the organization. A more nuanced and detailed process across tier levels is depicted in the Table.


The vetting and distillation of information can present challenges as vital information ascends and spreads across organization levels. Visual management systems (VMS), whether a whiteboard or a digital platform, are key to facilitate decision-making related to what needs to be prioritized and disseminated at each tier level.2,8 At Tier 5, the HOC uses a digital VMS to provide a structured, user-friendly format for categorizing issues and topics and enhances clarity and accessibility (Figure 3). The Tier 5 VMS also facilitates tracking and reciprocal information exchange, helping to close the loop on emerging issues by monitoring their progression and resolution up and across tiers.2,8 The Tier 5 huddle process and technology supporting continue to evolve offering increasing sophistication in organizational situational awareness and responsiveness.

VUCA: A Lens for Health Care Challenges
First introduced by social scientists at the US Army War College in 1995, VUCA describes complex and unpredictable conditions often encountered in military operations.16,17 Prompted by the COVID-19 pandemic, the acronym VUCA gained recognition in health care, as leaders acknowledged the challenge of navigating rapidly changing environments. van Stralen, Byrum and Inozu, recognized authorities in high reliability, cited VUCA as the rationale for implementing HRO principles and practices. They argued that “HRO solves the problem of operations and performance in a volatile, uncertain, complex, ambiguous environment.” 18 To fully appreciate the VUCA environment and its relevance to health care, it is essential to unpack the 4 components of the acronym: volatile, uncertain, complex, and ambiguous.
Volatile refers to the speed and unpredictability of change. Health care systems are interactively complex and tightly coupled, meaning that changes in 1 part of the system can rapidly impact others.6,18,19 This high degree of interdependence amplifies volatility, especially when unexpected events occur. The rapid spread of COVID- 19 and the evolving nature of its transmission challenged health care systems’ ability to respond swiftly and effectively. Volatility also may emerge in acute medical situations, such as the rapid deterioration of a patient’s condition.
Uncertain captures the lack of predictability inherent in complex systems. In health care, uncertainty arises when there is insufficient information or when an excess of data make it difficult to discern meaningful patterns. COVID-19 and recent natural disasters have introduced profound uncertainty, as the disease’s behavior, transmission, and impact were initially unknown. Health care practitioners struggled to make decisions in real time, lacking clear guidance or precedent.3,20 While health care planning and established protocols are grounded in predictability, the COVID-19 pandemic revealed that as complexity increases, predictability diminishes. Moreover, complexity can complicate protocol selection, as situations may arise in which multiple protocols conflict or compete. The cognitive challenge of operating in this environment is analogous to what military strategists call the fog of war, where situational awareness is low and decision-makers must navigate without clarity.21 Tiered huddles, a core practice in HROs, mitigate uncertainty by fostering real-time communication and shared situational awareness among teams.20
Complex refers to the intricate interplay of multiple, interconnected factors within a system.22 In health care, this complexity is heightened by the sociotechnical nature of the field—where human, technology, and organizational elements all converge.19 Systems designed to prevent failures, such as redundancies and safety protocols, can themselves contribute to increased complexity. HRO practices such as tiered huddles are implemented to mitigate the risk of catastrophic failure by fostering collaborative sensemaking, enhanced situational awareness, and rapid problem-solving.5,20,23
Ambiguous refers to situations in which multiple interpretations, causes, or outcomes are possible. It explains how, despite following protocols, failure can still occur, or how individuals may reach different conclusions from the same data. Ambiguity does not offer binary solutions; instead, it presents a murky, multifaceted reality that requires thoughtful interpretation and adaptive responses. In these moments, leaders must act decisively, even in the absence of complete information, making trade-offs that balance immediate needs with long-term consequences.
MANAGING VUCA ENVIRONMENTS WITH TIERED HUDDLES
The tiered huddle process provides several key benefits that enable real-time issue resolution. These include the rapid dissemination of vital information, enhanced agility and resilience, and improved sensemaking within a VUCA environment. Additionally, tiered huddles prevent organizational drift by fostering heightened situational awareness. The tiered huddle process also supports leadership development, as unit-level leaders gain valuable insights into strategic decision-making through active participation. Each component is outlined in the following section.
Spread: The Challenge of Communicating
“The hallmark of a great organization is how quickly bad news travels upward,” argued Jay Forrester, the father of system dynamics.24 Unfortunately, steep power gradients and siloed organizational structures inhibit the flow of unfavorable information from frontline staff to senior leadership. This suppression is not necessarily intentional but is often a byproduct of organizational culture. Tiered huddles address the weakness of top-down communication models by promoting a reciprocal, bidirectional information exchange, with an emphasis on closed-loop communication. Open communication can foster a culture of trust and transparency, allowing leaders to make more informed decisions and respond quickly to emerging risks.
Enhancing Agility and Resilience
Tiered huddles contribute to a mindful infrastructure, an important aspect of maintaining organizational awareness and agility.21,25 A mindful infrastructure enables an organization to detect early warning signs of potential disruptions and respond to them before they escalate. In this sense, tiered huddles serve as a signal-sensing mechanism, providing the agility needed to adapt to changing circumstances and prevent patient harm. Tiered huddles facilitate self-organization, a concept from chaos theory known as autopoiesis. 26 This self-organizing capability allows teams to develop novel solutions in response to unforeseen challenges, exemplifying the adaptability and resilience needed in a VUCA environment. The diverse backgrounds of tiered huddle participants—both cognitively and culturally—enable a broader range of perspectives, which is critical for making sound decisions in complex and uncertain situations. “HROs cultivate diversity not just because it helps them notice more in complex environments, but also because it helps them adapt to the complexities they do spot,” argues Weick et al.27 This diversity of thought and experience enhances the organization’s ability to respond to complexity, much like firefighters continually adapt to the VUCA conditions they face.
Sensemaking and Sensitivity to Operations
Leaders at all levels must be attuned to what is happening both within and outside their organization. This continual sensing of the environment—looking for weak signals, threats, and opportunities—is important for HROs. This signal detection capability allows organizations to address problems in their nascent emerging state within a tractable horizon to successfully manage fluctuations. The horizon of tractability reflects a zone where weak signals and evolving issues can be identified, addressed, and resolved early before they evolve and cascade outside of safe operations. 7 Tiered huddles facilitate this process by creating a platform for team members to engage in respectful, collaborative dialogue. The diversity inherent in tiered huddles also supports sensemaking, a process of interpreting and understanding complex situations.27 In a VUCA environment, this multiperspective approach helps filter out noise and identify the most important signals. Tiered huddles can help overcome the phenomenon of dysfunctional momentum associated with cognitive lockup, fixation error, and tunnel vision, in which individuals or teams fixate on a particular solution, thus missing important alternative views.21,28 By fostering a common operating picture of the fluctuating environment, tiered huddles can enable more accurate decision-making and improve organizational resilience.
Avoiding Organizational Drift
One of the most significant contributions of tiered huddles is the ability to detect early signs of organizational drift, or subtle deviations from standard practices that can accumulate over time and lead to serious failures. By continuously monitoring for precursor conditions and weak signals, tiered huddles allow organizations to intervene early and prevent drift from becoming catastrophic.29,30 This vigilance is essential in health care, where complacency can lead to patient harm. Tiered huddles foster a culture of mindfulness and accountability, ensuring that staff stay engaged and alert to potential risks. This proactive approach is a safeguard against human error and the gradual erosion of safety standards.
Leadership Development
Tiered huddles serve as a powerful tool for leadership development. Effective leaders must be able to anticipate potential risks and foresee system failures. Involving future leaders in tiered huddles can facilitate the transfer of these critical skills. When emerging leaders at lower tiers participate in ascending-tier huddles, they gain a unique opportunity to engage in a structured, collaborative setting. This environment provides a safe space to develop and practice strategic skills, enhancing their ability to think proactively and manage complexity. By integrating future leaders into tiered huddles, organizations offer essential, hands-on experience in real-time decision making. This experiential learning is invaluable for preparing leaders to navigate the demands of a VUCA environment.
CONCLUSIONS
Since implementing the tiered huddle process, the Erie VAMC and VISN 4 have emerged as early adopters of VUCA, thus contributing to the expansion of this innovative communication approach across the VHA. Tiered huddles strengthen organizational resilience and agility, facilitate critical information flow to manage risk, and support the cultivation of future leaders. The Erie VAMC director and the VISN 4 network director regard the expansion of tiered huddles, including Tiers 4 and 5, as an adaptable model for the VHA. While tiered huddles have not yet been mandated across the VHA, a pilot at the Tier 5 HOC level was initiated on May 20, 2024. In a complex world in which VUCA events will continue to be inevitable, implementation of robust tiered huddles within complex health care systems provides the opportunity for improved responses and delivery of care.
- Orwell S, Angus I, eds. In Front of Your Nose, 1945-1950. Godine; 2000. Orwell G. The Collected Essays, Journalism, and Letters of George Orwell; vol 4.
- Murray JS, Baghdadi A, Dannenberg W, Crews P, Walsh ND. The role of high reliability organization foundational practices in building a culture of safety. Fed Pract. 2024;41:214-221. doi:10.12788/fp.0486
- Goldenhar LM, Brady PW, Sutcliffe KM, Muething SE. Huddling for high reliability and situation awareness. BMJ Qual Saf. 2013;22:899-906. doi:10.1136/bmjqs-2012-001467
- Pandit M. Critical factors for successful management of VUCA times. BMJ Lead. 2021;5:121-123. doi:10.1136/leader-2020-000305
- Mihaljevic T. Tiered daily huddles: the power of teamwork in managing large healthcare organisations. BMJ Qual Saf. 2020;29:1050-1052. doi:10.1136/bmjqs-2019-010575
- van Stralen D, Mercer TA. High-reliability organizing (HRO) in the COVID-19 liminal zone: characteristics of workers and local leaders. Neonatology Today. 2021;16:90-101. http://www.neonatologytoday.net /newsletters/nt-apr21.pdf
- Nemeth C, Wears R, Woods D, Hollnagel E, Cook R. Minding the gaps: creating resilience in health care. In: Henriksen K, Battles JB, Keyes MA, Grady ML, eds. Advances in Patient Safety: New Directions and Alternative Approaches. Vol 3: Performance and Tools. Agency for Healthcare Research and Quality; 2008.
- Merchant NB, O’Neal J, Montoya A, Cox GR, Murray JS. Creating a process for the implementation of tiered huddles in a Veterans Affairs medical center. Mil Med. 2023;188:901-906. doi:10.1093/milmed/usac073
- Starbuck WH, Farjoun M, eds. Organization at the Limit: Lessons From the Columbia Disaster. 1st ed. Wiley-Blackwell; 2005.
- Mihaljevic T. Tiered daily huddles: the power of teamwork in managing large healthcare organisations. BMJ Qual Saf. 2020;29:1050-1052. doi:10.1136/bmjqs-2019-010575
- Donnelly LF, Cherian SS, Chua KB, et al. The Daily Readiness Huddle: a process to rapidly identify issues and foster improvement through problem-solving accountability. Pediatr Radiol. 2017;47:22-30. doi:10.1007/s00247-016-3712-x
- Clark TR. The 4 Stages of Psychological Safety: Defining the Path to Inclusion and Innovation. Berrett-Koehler Publishers, Inc.; 2020.
- Edmondson AC. The Fearless Organization: Creating Psychological Safety in the Workplace for Learning, Innovation, and Growth. John Wiley & Sons; 2018.
- Edmondson AC. The Right Kind of Wrong: The Science of Failing Well. Simon Element/Simon Acumen; 2023.
- Murray JS, Kelly S, Hanover C. Promoting psychological safety in healthcare organizations. Mil Med. 2022;187:808 -810. doi:10.1093/milmed/usac041
- Barber HF. Developing strategic leadership: the US Army War College experience. J Manag Dev. 1992;11:4-12. doi:10.1108/02621719210018208
- US Army Heritage & Education Center. Who first originated the term VUCA (volatility, uncertainty, complexity and ambiguity)? Accessed November 5, 2025. https://usawc .libanswers.com/ahec/faq/84869
- van Stralen D, Byrum SL, Inozu B. High Reliability for a Highly Unreliable World: Preparing for Code Blue Through Daily Operations in Healthcare. CreateSpace Independent Publishing Platform; 2018.
- Perrow C. Normal Accidents: Living With High-Risk Technologies. Princeton University Press; 2000.
- Sculli G, Essen K. Soaring to Success: The Path to Developing High-Reliability Clinical Teams. HCPro; 2021. Accessed November 5, 2025. https://hcmarketplace.com /media/wysiwyg/CRM3_browse.pdf
- Barton MA, Sutcliffe KM, Vogus TJ, DeWitt T. Performing under uncertainty: contextualized engagement in wildland firefighting. J Contingencies Crisis Manag. 2015;23:74-83. doi:10.1111/1468-5973.12076
- Sutcliffe KM. Mindful organizing. In: Ramanujam R, Roberts KH, eds. Organizing for Reliability: A Guide for Research and Practice. Stanford University Press; 2018:61-89.
- Merchant NB, O’Neal J, Dealino-Perez C, Xiang J, Montoya A Jr, Murray JS. A high-reliability organization mindset. Am J Med Qual. 2022;37:504-510. doi:10.1097/jmq.0000000000000086
- Senge PM. The Fifth Discipline Fieldbook: Strategies and Tools for Building a Learning Organization. Crown Currency; 1994.
- Ramanujam R, Roberts KH, eds. Organizing for Reliability: A Guide for Research and Practice. Stanford University Press; 2018.
- Coveney PV. Self-organization and complexity: a new age for theory, computation and experiment. Philos Trans A Math Phys Eng Sci. 2003;361:1057-1079. doi:10.1098/rsta.2003.1191
- Weick KE, Sutcliffe KM. Managing the Unexpected: Sustained Performance in a Complex World. 3rd ed. Wiley; 2015.
- Barton M, Sutcliffe K. Overcoming dysfunctional momentum: organizational safety as a social achievement. Hum Relations. 2009;62:1327-1356. doi:10.1177/0018726709334491
- Dekker S. Drift Into Failure: From Hunting Broken Components to Understanding Complex Systems. Routledge; 2011.
- Price MR, Williams TC. When doing wrong feels so right: normalization of deviance. J Patient Saf. 2018;14:1-2. doi:10.1097/pts.0000000000000157
- Orwell S, Angus I, eds. In Front of Your Nose, 1945-1950. Godine; 2000. Orwell G. The Collected Essays, Journalism, and Letters of George Orwell; vol 4.
- Murray JS, Baghdadi A, Dannenberg W, Crews P, Walsh ND. The role of high reliability organization foundational practices in building a culture of safety. Fed Pract. 2024;41:214-221. doi:10.12788/fp.0486
- Goldenhar LM, Brady PW, Sutcliffe KM, Muething SE. Huddling for high reliability and situation awareness. BMJ Qual Saf. 2013;22:899-906. doi:10.1136/bmjqs-2012-001467
- Pandit M. Critical factors for successful management of VUCA times. BMJ Lead. 2021;5:121-123. doi:10.1136/leader-2020-000305
- Mihaljevic T. Tiered daily huddles: the power of teamwork in managing large healthcare organisations. BMJ Qual Saf. 2020;29:1050-1052. doi:10.1136/bmjqs-2019-010575
- van Stralen D, Mercer TA. High-reliability organizing (HRO) in the COVID-19 liminal zone: characteristics of workers and local leaders. Neonatology Today. 2021;16:90-101. http://www.neonatologytoday.net /newsletters/nt-apr21.pdf
- Nemeth C, Wears R, Woods D, Hollnagel E, Cook R. Minding the gaps: creating resilience in health care. In: Henriksen K, Battles JB, Keyes MA, Grady ML, eds. Advances in Patient Safety: New Directions and Alternative Approaches. Vol 3: Performance and Tools. Agency for Healthcare Research and Quality; 2008.
- Merchant NB, O’Neal J, Montoya A, Cox GR, Murray JS. Creating a process for the implementation of tiered huddles in a Veterans Affairs medical center. Mil Med. 2023;188:901-906. doi:10.1093/milmed/usac073
- Starbuck WH, Farjoun M, eds. Organization at the Limit: Lessons From the Columbia Disaster. 1st ed. Wiley-Blackwell; 2005.
- Mihaljevic T. Tiered daily huddles: the power of teamwork in managing large healthcare organisations. BMJ Qual Saf. 2020;29:1050-1052. doi:10.1136/bmjqs-2019-010575
- Donnelly LF, Cherian SS, Chua KB, et al. The Daily Readiness Huddle: a process to rapidly identify issues and foster improvement through problem-solving accountability. Pediatr Radiol. 2017;47:22-30. doi:10.1007/s00247-016-3712-x
- Clark TR. The 4 Stages of Psychological Safety: Defining the Path to Inclusion and Innovation. Berrett-Koehler Publishers, Inc.; 2020.
- Edmondson AC. The Fearless Organization: Creating Psychological Safety in the Workplace for Learning, Innovation, and Growth. John Wiley & Sons; 2018.
- Edmondson AC. The Right Kind of Wrong: The Science of Failing Well. Simon Element/Simon Acumen; 2023.
- Murray JS, Kelly S, Hanover C. Promoting psychological safety in healthcare organizations. Mil Med. 2022;187:808 -810. doi:10.1093/milmed/usac041
- Barber HF. Developing strategic leadership: the US Army War College experience. J Manag Dev. 1992;11:4-12. doi:10.1108/02621719210018208
- US Army Heritage & Education Center. Who first originated the term VUCA (volatility, uncertainty, complexity and ambiguity)? Accessed November 5, 2025. https://usawc .libanswers.com/ahec/faq/84869
- van Stralen D, Byrum SL, Inozu B. High Reliability for a Highly Unreliable World: Preparing for Code Blue Through Daily Operations in Healthcare. CreateSpace Independent Publishing Platform; 2018.
- Perrow C. Normal Accidents: Living With High-Risk Technologies. Princeton University Press; 2000.
- Sculli G, Essen K. Soaring to Success: The Path to Developing High-Reliability Clinical Teams. HCPro; 2021. Accessed November 5, 2025. https://hcmarketplace.com /media/wysiwyg/CRM3_browse.pdf
- Barton MA, Sutcliffe KM, Vogus TJ, DeWitt T. Performing under uncertainty: contextualized engagement in wildland firefighting. J Contingencies Crisis Manag. 2015;23:74-83. doi:10.1111/1468-5973.12076
- Sutcliffe KM. Mindful organizing. In: Ramanujam R, Roberts KH, eds. Organizing for Reliability: A Guide for Research and Practice. Stanford University Press; 2018:61-89.
- Merchant NB, O’Neal J, Dealino-Perez C, Xiang J, Montoya A Jr, Murray JS. A high-reliability organization mindset. Am J Med Qual. 2022;37:504-510. doi:10.1097/jmq.0000000000000086
- Senge PM. The Fifth Discipline Fieldbook: Strategies and Tools for Building a Learning Organization. Crown Currency; 1994.
- Ramanujam R, Roberts KH, eds. Organizing for Reliability: A Guide for Research and Practice. Stanford University Press; 2018.
- Coveney PV. Self-organization and complexity: a new age for theory, computation and experiment. Philos Trans A Math Phys Eng Sci. 2003;361:1057-1079. doi:10.1098/rsta.2003.1191
- Weick KE, Sutcliffe KM. Managing the Unexpected: Sustained Performance in a Complex World. 3rd ed. Wiley; 2015.
- Barton M, Sutcliffe K. Overcoming dysfunctional momentum: organizational safety as a social achievement. Hum Relations. 2009;62:1327-1356. doi:10.1177/0018726709334491
- Dekker S. Drift Into Failure: From Hunting Broken Components to Understanding Complex Systems. Routledge; 2011.
- Price MR, Williams TC. When doing wrong feels so right: normalization of deviance. J Patient Saf. 2018;14:1-2. doi:10.1097/pts.0000000000000157
Negotiating the VUCA World Through Tiered Huddles
Negotiating the VUCA World Through Tiered Huddles