Interviewees participated in an intervention that was a collaboration between Contra Costa Health System (CCHS) and the nonprofit organization Health Leads. West County Health Center (WCHC) is one of 11 health clinics run by CCHS to serve as safety net clinics for the county’s most vulnerable residents. In 2018, WCHC provided more than 140,000 patient visits to the community across a variety of services including primary care, women’s health and specialty services. The intervention pilot embedded trained volunteer patient advocates in a large primary care clinic to help patients access community resources9. The Health Leads volunteer advocate model is well-documented3,5,10. Patients are referred to
advocates based on responses to a paper screening tool developed by Health Leads to assess social needs11. Advocates conducted phone or in-person needs assessments and helped patients access resources. After initial encounters, advocates were expected to follow-up via phone, text, email or in person to determine if patients successfully accessed resources, needed help addressing barriers, and had additional needs. A full description of our sampling strategy, recruitment, data collection and analysis procedures for the interview data has been published previously5. Selection criteria included: 1) enrolled in an intervention that is designed to screen for essential social needs and connect individuals to services between June 2014- April 2016, 2) had at least one closed need during that time interval (indicating that the advocate had completed their work with the patient, and either successfully or not successfully met the identified needs). We excluded patients who did not speak English or Spanish and who were under 18 years of age. Recruitment was designed to include respondents with key demographics similar to those in the Health Leads program12.
We implemented a stratified sampling plan and included quotas based on two characteristics: 1) 50% of sample with > 1 successfully met needs, and 2) 30% Spanish speaking, defined as patient’s preferred language. We also prioritized three additional characteristics: 1) date of case closure, prioritizing more recently served patients to reduce recall bias, 2) number of social needs met, ensuring inclusion of patients with multiple needs, and 3) gender. Recruitment letters were sent starting with individuals who had the most recent experiences with the program in order to reduce recall bias. We followed informed consent protocols to ensure that participants understood the project and voluntarily consented to participate. Semi-structured interviews were conducted via phone between July 1 and September 30, 2016 and averaged 15–30 minutes. A full description of analysis procedures is described previously5.
Key Results
We sent recruitment letters to 275 patients, resulting in interviews with 102 individuals, for a 37% response rate. Our population was 62% female. Thirty-eight percent (38%) were between 50–65 years, and 35% were 30–49 years old. Per recruitment goals, 70% of the interviews were conducted in English and 30% were conducted in Spanish. A full description of the recruited and interviewed sample has been previously published5. One overarching finding was that barriers clustered around two key domains: 1) systems-level barriers that were linked to the inequitable distribution of and access to resources, and 2) personal (individual)-level barriers that focused on unique limitations experienced by each patient who engaged with the Health Leads program and impacted the way that they accessed services in their communities. While these barriers often overlapped or manifested in similar outcomes, this distinction was key because the systems barriers were not things that individuals could control or overcome through their own initiative or by increasing individual capacity. Systems-level barriers were commonly cited as the reason patients did not access the services.
Table 1. Characteristics of interviewed individuals (n=102)
Table 2
Systems-level barriers to accessing resources, themes with supporting quotes
Theme
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Supporting Quotes
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Limited availability of necessary resource
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They know their clients need housing and all they basically got is like the counselors do the same thing there.They go online, they look what's out there and they give their clients a stack of paper to call these numbers.But you call these numbers and there's really literally nothing available, there really isn't.People call and say "I'm looking for some housing" and they say what kind of income do you have?Oh, I don't have any income, or people got Social Security, I mean what do people expect?You know what I mean?They do have shelters, if people are really that hard up for a place to stay there are shelters out there.There's the Richmond shelter and a couple other ones that provide a bed and a couple meals and even a place to shower, come down to it. Male, English, No success
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Housing was a little bit of a disappointment.But I don't think it was the fault of them, I think it's the fault of the Bay Area. Male, English, No success
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Housing is very tricky...I had to opt for some sort of temporary, like a summer situation where I'm renting right now.But I haven't really figured out the housing from that list.I did go and apply to get on a list for like disabled housing, but that didn't really do much, because the lady did tell me "our list is pretty long and we only have how many units."She recommended applying for a lot of places and then getting on as many waiting lists as possible, but it seemed like it was a long time, you know?Yeah, I didn't get housing through there.It was mainly at a certain point I just realized I've got to do something, and I opted for like a summer sublet situation where I'm just renting a room for the summer, and then I'm not sure. Female, English, No success
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Limited accessibility of the necessary resource
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every time I called them nobody ever answered the phone so I had no idea when I could go up there.She didn't give me any times to go up there, like if they have open pantries or whatever.There was no like specification.So nobody ever answered the phone there so I was just like whatever.I didn't really call back, because I don't think I have any other pantries that are really close to me.I'm not sure, but I mean now I could really use it because I don't have food stamps anymore. Female, English, No success
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I don't get around that well and the one [food pantry] I go to is really pretty far for me to walk.My only transportation is either my feet or a bicycle or public transportation out here.That's not convenient to these places because unfortunately I have to walk someplace to get a bus to take it there. P7: Male, English, No success
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For us it’s really expensive because we do not know Martinez and there’s no one that can take us, so we had to take the train to McArthur and from there at McArthur to Concord and from Concord to Martinez, like that. And we spent $56 on the fare. Female, Spanish, No success
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Strict program criteria
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They was saying I had too much money and I went to the Salvation Army in Richmond.They said I had too much money in the household.And then when I tried to explain the situation and whatever it was, they didn't even want to go through all of that, so I just said forget it. Female, English, No success
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I don't qualify for food stamps, I don't qualify for SSI, I'm in a loophole where I don't qualify for anything but I don't get nothing...I can't work.I have a seizure disorder, I'm 40 years old.I have a seizure disorder that's very bad, that keeps me from working.I have a memory disorder.I can't drive, I can't be by myself.I stay busy 24/7 and I'm on a lot of medication.But because of my age, it's hard for me to get help. Female, English, No success
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Complicated application processes
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It's like you go to a place and you got to wait and then like you say, wait in line, and you got to fill out this paperwork and come back next week and see if you qualify.You got to play their little game with them...They say you got to wait for them to see if they accept you and approve it before they turn around and help you out. Male, English, No success
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The only thing, I'm going through that list now, the Social Security, I'm finished with that.I haven't turned in the application yet though, because I went online to see what else they needed.There's more information I got to put on there for the doctor's part.But they were very helpful.It's just a long process....Not just that, but also some places won't tell you they're accepting applications, you have to actually walk in.Because I had to walk into one that was down in Richmond so I've got to walk into the other ones too, to make sure.They don't tell you anything.You have a list and you call them, but they probably want you to just come there. Female, English, No success
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Stigma associated with the necessary resource
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No, I did not check the Albany pool, although a classmate of mine at Contra Costa College, she said, "Oh yeah, at the Albany pool they have a special group for low income people."A group?It's not like they plug you into a regular swimming class and no one knows about your low income except the clerk in the office.You know? (laughs) Female, English, Success
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And it does sound like a good amount of money, but no, my children said no. “No, mom, maybe other people who have a greater need than you can receive it.” For that reason, I did not do it. Because my children are supporting my husband and I with that. Female, Spanish, Success
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Lack of fluency in English/access to interpreter
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Particularly English is my second language and I'm not comfortable to ask any questions about anyone. Female, English, No success
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Sometimes in clinic or in the beginning they ask me if I need translator. Sometimes the translator, when they speak, I can't understand well what they're saying in French. I say sometimes okay, I can't understand. I try to understand, to talk to the person. Because their French is sometimes too difficult for me to understand. Female, English, Success
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Immigration status and legal policies
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And I went to the module that’s in the middle of the hospital and they contacted me there and asked me for my social and I told them that no, I was an undocumented person. At the end they told me they could not make ther service available to me because it was for people who had documents. Female, Spanish, No success
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So I told them that and they told me that I should go to a lawyer, that maybe, that because the whole I time I was working with a social that the government could give me help for unemployment or for retirement. And I tell you, I was with the unión for 10 years, for 21 years. But it’s very difficult until you have papers, maybe that help will come later… Male, Spanish, Success
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Table 2 lists themes described by patients along with individual quotes illustrating each theme, including the following:
Limited availability
for a number of common social needs there were often not enough resources available. For example, housing is a common need that was often unavailable, especially in the Bay Area in Northern California, due to the limited options for safe and affordable housing.
Limited accessibility
services were often difficult to access due to either distance or challenges getting through via phone or online. For individuals with transportation or mobility challenges, they described difficulty physically accessing services either because they could not get the transportation they needed to get to the service, or once there, could not gain access to the building due to mobility challenges. Individuals who were employed described difficulty accessing services outside of work hours.
Strict program criteria
ineligibility for the service or resource because of income, health status, insurance status, lack of necessary documentation or identification, citizenship status, age or another program participation was a common barrier that patients encountered. An example of this is becoming ineligible for Supplemental Nutrition Assistance Program (SNAP)c upon receiving disability benefits. Or, for instance, if an individual’s current income did not meet program requirements, they were ineligible for services. Respondents described feeling caught in a hole where they could not afford basic needs, for instance, but were also ineligible from getting assistance to help with those needs. Prior to June 1, 2019, this was a very common barrier for many patients. Fortunately, starting June 1, 2019 in CA, people receiving Supplemental Security Income (SSI) can also apply for and receive CalFresh (SNAP) without impacting their SSI amount.
Complicated application processes
SNAP is a strong example of this, because it often includes a lengthy application, difficult questions, and multiple steps to complete.
Stigma
perceptions of stigma associated with the necessary resource often kept respondents from accessing the resource. Respondents described feeling embarrassed to use some services due to the fact that those who access particular programs may be seen as low-income, incapable, or handicapped.
Lack of fluency in English and access to an interpreter
Language difficulties impacted how individuals could access resources; some respondents described feeling uncomfortable asking questions in English, particularly if English was their second language. Others described lack of adequate interpreter or translators which impacted how they could access services.
Immigration status and legal policies
this, coupled with lack of trust in institutions, impacted how individuals could access services. Services that require proof of citizenship are not only inaccessible to undocumented individuals but discouraged use of services by citizenswith undocumented family members. Personal-level barriers were described by patients as preventing them from accessing the services or support they requested or were offered by Health Leads. The most common themes are illustrated in quotes shown in Table 3, including the following:
Table 3
Personal-level barriers to accessing services, themes with supporting quotes
Theme
|
Supporting Quotes
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Physical and mental health challenges
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I still need help, not as far as the papers, but I need help because right now what's going on with me - I guess my disability has run out and so now, because I'm an injured worker, I've already started filing for the Social Security Disability, but I need to be finding me a job that can work around my injury.Because my injury is with my hand, I lost like 48 percent of the use of my hands and my arms, and I was just retrained for the Dragon program, I need help with finding resources as far as the type of job I can work that doesn't go against my restrictions. Female, English, no success
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I really was not expecting anything because I was not right in my head.Female, English, Success
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It's still the same, still going through it.I haven't been able to work because of the arthritis I got so it really messes me up.I try to do little things here and there to try and keep my body active, but it hurts doing those things.I can only do certain little things I can, and then after a minute it just hurts me and everything else like that, so I can only limit myself to what I can do.I've been talking to a lot of people, employers, and they're like "we can't hire you in your condition.When you get better, come back when you get better and everything else."But it's been two years and it hasn't been better yet, so it's kind of frustrating. Male, English, Success
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Social isolation, and lack of social support
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Oh, she listened and she gave me information after I told her about my case and stuff, and she said "oh, you probably qualify for this and that," so she gave me the information and she mailed me some papers in the mail.But like I said, it's hard for me to get help and I live here by myself plus my friend being at work, it's mainly through the week that I need the services and stuff.And I can't make it after work, they be closed. Female, English, No success
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I don't have a driver's license....I have to wait when my daughter in law or my son, when they are available, but everybody is working. Saturday as you know, the county offices are closed, but the food pantries are open, so that is good. Female, English, Success
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Lack of technology resources and computer illiteracy
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I get food stamps, but I don't get the money assistance because I don't want to be one of those guys that sucks off the government, I want to find a job, I want to make my own way through this life, you know what I mean.. She gave me the Web address, but unfortunately because I'm so low on money, I'm just barely able to afford my phone so I get the lowest possible data plan possible so I run out of high speed Internet real quick, and a lot of the Web pages I try to load for doing applications just seem to halt for some reason... Male, English, No success
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I checked out some of those ones, because I'm computer illiterate and some places where I could go to, just to sit down, just to get peace of mind and kind of learn how to get on the internet and stuff like that.That was very helpful for me because I had never been online before.Someone was trying to teach me a long time, I want to say 2011, but as they were teaching me, they fell off so I just didn't even pursue it.Because when I would ask people, they would tell me, and I'm more was a hands on person when it comes to stuff like that.By her giving me that information I was able to go to the library and just get online and kind of breeze through places for rent and who was renting and what's not, jobs and stuff like that.And it was really cool to get on the Internet, to go to the library. Female, English, no success
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Financial limitations
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I am a senior on very little income.I did use that some years back, 15, I don't know, and it worked for me.But the YMCA is a business and they're in the business of making money.So I did call them when I was looking for swimming lessons and they said they no longer do that.Because I have to have a membership, there's no waiver for the membership which in my budget is beyond my ability. Female, English, Success
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The only thing that didn't work out with me was that I wanted to become a citizen, and she gave me the phone number for that and kept calling all those numbers, but there was nothing, I didn't get anything.I didn't have the kind of money, it's about a thousand dollars to get to the citizenship things.I was trying to get some help there, and then I tried to call that girl, but she told me she was going to a different place or something, and I didn't take any more help from there. Female, English, Success
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Competing Priorities
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Because when you're dealing with emotional problems with doing practical things, if there's one more person leaning on you to get it done, it's not helpful for somebody like me.I don't know what the answer is to getting them to get it done - extreme consequences like losing Medicaid.Obviously I was willing to lose food stamps for two months rather than turn around and get the paperwork done. Female, English, No success
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Well, my car broke down so I'm waiting to get my car fixed, because I haven't been able to do anything lately.My catalytic converter went out, and it's really expensive and so I'm just waiting to get enough money.It's sitting right in my driveway, stuck right in front of my front door.So I'm trying to get up the money to get that fixed.And then I can go out and do all the things that I want to do. Male, English, No success
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I remember telling them about some of my bills, they were past due and I wanted to see if they could help me, especially the water bill at that time...I knew I was going to need them, definitely, but not at that point.I was in the hospital probably every day.Blood work, blood pressure check up, MRI, so I didn't have time really to contact them or go to the clinic and look for them... Male, English, No success
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Physical and mental health challenges
Individuals often described the ways that limitations imposed by health conditions posed a considerable barrier to getting their social needs met. This includes coping with symptoms of mental illness that made it difficult to engage with service organizations, chronic medical conditions like arthritis that causes severe pain, or acute medical conditions like injuries which made it difficult to find and access services to meet social needs.
Social isolation and lack of social support
Respondents described how living alone and/or lacking support from friends and family hampered their ability to access services. For instance, those without a driver’s license described feeling dependent on others to be able to access services. This barrier often interacted with physical health challenges since individuals with pain or limited mobility were dependent on others to accompany them places in order to access services.
Lack of technology resources and computer illiteracy
Respondents without technology resources or who are computer illiterate described challenges to accessing services that were only accessible via the Internet.
Financial limitations
Respondents described having inadequate finances for the requested resource. For respondents with little income, they described challenges to accessing services that had financial costs associated with them, including issues requiring legal aid, or physical activity programs to help with chronic or acute pain or injuries.
Competing priorities
Respondents were often dealing with multiple personal- and systems-level barriers simultaneously and respondents reported that their need was not a high priority in comparison to other events or tasks that they were addressing. Sometimes this was coupled with a lack of confidence that the resource would meet needs given past lived experiences or pressing new concerns. These comments also included the perception that the individual costs associated (time, effort) were too high to justify the anticipated reward, even when the reward was significant.
Our findings also indicated that there is a strong interrelationship between the systems and personal barriers patients encountered when presented with Health Leads resource referrals or attempting to access them. For example, a person with mobility issues (a personal barrier) might cite the distance of services from their home and limited public transportation as a challenge (a systems barrier):
“Well, my car broke down so I'm waiting to get my car fixed, because I haven't been able to do anything lately. My catalytic converter went out, and it's really expensive and so I'm just waiting to get enough money. It's sitting right in my driveway, stuck right in front of my front door. So I'm trying to get up the money to get that fixed. And then I can go out and do all the things that I want to do.” (Male, English, No success).
Other respondents describe health-related barriers that speak to the complexity of everyday life that can be difficult to navigate without personal resources like social support or financial resources:
“I remember telling them about some of my bills, they were past due and I wanted to see if they could help me, especially the water bill at that time...I knew I was going to need them, definitely, but not at that point. I was in the hospital probably every day. Blood work, blood pressure check up, MRI, so I didn't have time really to contact them or go to the clinic and look for them...” Male, English, No success
Some of the respondents possessed behavioral, cognitive or developmental disabilities, and some described experiencing memory problems, social anxiety, and obsessive-compulsive disorders within the interview which made it difficult to work to access services:
“Because when you're dealing with emotional problems with doing practical things, if there's one more person leaning on you to get it done, it's not helpful for somebody like me. I don't know what the answer is to getting them to get it done - extreme consequences like losing Medicaid. Obviously I was willing to lose food stamps for two months rather than turn around and get the paperwork done.” (Female, English, No success)
For some, the need to access services to address social risks represented a loss of dignity. For others, stigmatized feelings were combined with a feeling of not wanting to “burden” the healthcare system or to take away resources from “more needy” patients/people.
“And it does sound like a good amount of money, but no, my children said no. “No, mom, maybe other people who have a greater need than you can receive it.” For that reason, I did not do it. Because my children are supporting my husband and I with that.” Female, Spanish, Success
Sometimes interviewees lacked the capacity to articulate why they were unable to access resources. In other cases, respondents expressed confusion about the rules and regulations governing their benefits or who can access benefits from the organizations they were referred to, often large bureaucracies such as local or federal housing programs, county social services agencies, and public utilities.