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  <front>
    <journal-meta>
      <journal-id journal-id-type="publisher-id">ResProt</journal-id>
      <journal-id journal-id-type="nlm-ta">JMIR Res Protoc</journal-id>
      <journal-title>JMIR Research Protocols</journal-title>
      <issn pub-type="epub">1929-0748</issn>
      <publisher>
        <publisher-name>JMIR Publications</publisher-name>
        <publisher-loc>Toronto, Canada</publisher-loc>
      </publisher>
    </journal-meta>
    <article-meta>
      <article-id pub-id-type="publisher-id">v10i12e34591</article-id>
      <article-id pub-id-type="pmid">34806990</article-id>
      <article-id pub-id-type="doi">10.2196/34591</article-id>
      <article-categories>
        <subj-group subj-group-type="heading">
          <subject>Protocol</subject>
        </subj-group>
        <subj-group subj-group-type="article-type">
          <subject>Protocol</subject>
        </subj-group>
      </article-categories>
      <title-group>
        <article-title>Adapting Evidence-Based Early Psychosis Intervention Services for Virtual Delivery: Protocol for a Pragmatic Mixed Methods Implementation and Evaluation Study</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="editor">
          <name>
            <surname>Derrick</surname>
            <given-names>Thomas</given-names>
          </name>
        </contrib>
      </contrib-group>
      <contrib-group>
        <contrib id="contrib1" contrib-type="author" corresp="yes">
          <name name-style="western">
            <surname>Tempelaar</surname>
            <given-names>Wanda</given-names>
          </name>
          <degrees>MD, PhD</degrees>
          <xref rid="aff01" ref-type="aff">1</xref>
          <address>
            <institution>Slaight Family Centre for Youth in Transition</institution>
            <institution>Centre for Addiction and Mental Health</institution>
            <addr-line>McCain Complex Care and Recovery Building B1</addr-line>
            <addr-line>1025 Queen Street West</addr-line>
            <addr-line>Toronto, ON, M6J 1H4</addr-line>
            <country>Canada</country>
            <fax>1 4162604197</fax>
            <phone>1 4165358501</phone>
            <email>wanda.tempelaar@camh.ca</email>
          </address>
          <xref rid="aff02" ref-type="aff">2</xref>
          <ext-link ext-link-type="orcid">https://orcid.org/0000-0001-7452-8551</ext-link>
        </contrib>
        <contrib id="contrib2" contrib-type="author">
          <name name-style="western">
            <surname>Barwick</surname>
            <given-names>Melanie</given-names>
          </name>
          <degrees>ClinPsy, PhD</degrees>
          <xref rid="aff02" ref-type="aff">2</xref>
          <xref rid="aff03" ref-type="aff">3</xref>
          <xref rid="aff04" ref-type="aff">4</xref>
          <ext-link ext-link-type="orcid">https://orcid.org/0000-0002-2478-604X</ext-link>
        </contrib>
        <contrib id="contrib3" contrib-type="author">
          <name name-style="western">
            <surname>Crawford</surname>
            <given-names>Allison</given-names>
          </name>
          <degrees>MD, PhD</degrees>
          <xref rid="aff02" ref-type="aff">2</xref>
          <xref rid="aff05" ref-type="aff">5</xref>
          <ext-link ext-link-type="orcid">https://orcid.org/0000-0002-1320-0664</ext-link>
        </contrib>
        <contrib id="contrib4" contrib-type="author">
          <name name-style="western">
            <surname>Voineskos</surname>
            <given-names>Aristotle</given-names>
          </name>
          <degrees>MD, PhD</degrees>
          <xref rid="aff01" ref-type="aff">1</xref>
          <xref rid="aff02" ref-type="aff">2</xref>
          <xref rid="aff06" ref-type="aff">6</xref>
          <ext-link ext-link-type="orcid">https://orcid.org/0000-0003-0156-0395</ext-link>
        </contrib>
        <contrib id="contrib5" contrib-type="author">
          <name name-style="western">
            <surname>Addington</surname>
            <given-names>Donald</given-names>
          </name>
          <degrees>MD, FRCPC, MBBS, MRCPsych</degrees>
          <xref rid="aff07" ref-type="aff">7</xref>
          <ext-link ext-link-type="orcid">https://orcid.org/0000-0002-0527-0275</ext-link>
        </contrib>
        <contrib id="contrib6" contrib-type="author">
          <name name-style="western">
            <surname>Addington</surname>
            <given-names>Jean</given-names>
          </name>
          <degrees>PhD, FCAHS, FRSC, MD</degrees>
          <xref rid="aff07" ref-type="aff">7</xref>
          <ext-link ext-link-type="orcid">https://orcid.org/0000-0002-8298-0756</ext-link>
        </contrib>
        <contrib id="contrib7" contrib-type="author">
          <name name-style="western">
            <surname>Alexander</surname>
            <given-names>Tallan</given-names>
          </name>
          <degrees>HBsc</degrees>
          <xref rid="aff08" ref-type="aff">8</xref>
          <ext-link ext-link-type="orcid">https://orcid.org/0000-0003-1583-0587</ext-link>
        </contrib>
        <contrib id="contrib8" contrib-type="author">
          <name name-style="western">
            <surname>Baluyut</surname>
            <given-names>Crystal</given-names>
          </name>
          <degrees>MD, FRCPC, MSc</degrees>
          <xref rid="aff01" ref-type="aff">1</xref>
          <xref rid="aff02" ref-type="aff">2</xref>
          <ext-link ext-link-type="orcid">https://orcid.org/0000-0001-6870-8337</ext-link>
        </contrib>
        <contrib id="contrib9" contrib-type="author">
          <name name-style="western">
            <surname>Bromley</surname>
            <given-names>Sarah</given-names>
          </name>
          <degrees>BSc</degrees>
          <xref rid="aff01" ref-type="aff">1</xref>
          <ext-link ext-link-type="orcid">https://orcid.org/0000-0002-7950-2008</ext-link>
        </contrib>
        <contrib id="contrib10" contrib-type="author">
          <name name-style="western">
            <surname>Durbin</surname>
            <given-names>Janet</given-names>
          </name>
          <degrees>PhD, MSc</degrees>
          <xref rid="aff02" ref-type="aff">2</xref>
          <xref rid="aff03" ref-type="aff">3</xref>
          <xref rid="aff09" ref-type="aff">9</xref>
          <ext-link ext-link-type="orcid">https://orcid.org/0000-0001-9368-818X</ext-link>
        </contrib>
        <contrib id="contrib11" contrib-type="author">
          <name name-style="western">
            <surname>Foussias</surname>
            <given-names>George</given-names>
          </name>
          <degrees>MD, PhD</degrees>
          <xref rid="aff01" ref-type="aff">1</xref>
          <xref rid="aff02" ref-type="aff">2</xref>
          <ext-link ext-link-type="orcid">https://orcid.org/0000-0001-6220-519X</ext-link>
        </contrib>
        <contrib id="contrib12" contrib-type="author">
          <name name-style="western">
            <surname>Ford</surname>
            <given-names>Catherine</given-names>
          </name>
          <degrees>MSc</degrees>
          <xref rid="aff10" ref-type="aff">10</xref>
          <ext-link ext-link-type="orcid">https://orcid.org/0000-0002-7655-390X</ext-link>
        </contrib>
        <contrib id="contrib13" contrib-type="author">
          <name name-style="western">
            <surname>de Freitas</surname>
            <given-names>Lauren</given-names>
          </name>
          <degrees>MSc</degrees>
          <xref rid="aff01" ref-type="aff">1</xref>
          <ext-link ext-link-type="orcid">https://orcid.org/0000-0002-0660-4492</ext-link>
        </contrib>
        <contrib id="contrib14" contrib-type="author">
          <name name-style="western">
            <surname>Jindani</surname>
            <given-names>Seharish</given-names>
          </name>
          <degrees>BSc, MPH</degrees>
          <xref rid="aff01" ref-type="aff">1</xref>
          <ext-link ext-link-type="orcid">https://orcid.org/0000-0002-5245-7446</ext-link>
        </contrib>
        <contrib id="contrib15" contrib-type="author">
          <name name-style="western">
            <surname>Kirvan</surname>
            <given-names>Anne</given-names>
          </name>
          <degrees>MSE, RSW</degrees>
          <xref rid="aff05" ref-type="aff">5</xref>
          <ext-link ext-link-type="orcid">https://orcid.org/0000-0002-2168-0848</ext-link>
        </contrib>
        <contrib id="contrib16" contrib-type="author">
          <name name-style="western">
            <surname>Kurdyak</surname>
            <given-names>Paul</given-names>
          </name>
          <degrees>MD, PhD</degrees>
          <xref rid="aff02" ref-type="aff">2</xref>
          <xref rid="aff03" ref-type="aff">3</xref>
          <xref rid="aff11" ref-type="aff">11</xref>
          <ext-link ext-link-type="orcid">https://orcid.org/0000-0001-8115-7437</ext-link>
        </contrib>
        <contrib id="contrib17" contrib-type="author">
          <name name-style="western">
            <surname>Pauly</surname>
            <given-names>Kirstin</given-names>
          </name>
          <degrees>BA</degrees>
          <xref rid="aff08" ref-type="aff">8</xref>
          <ext-link ext-link-type="orcid">https://orcid.org/0000-0002-1613-392X</ext-link>
        </contrib>
        <contrib id="contrib18" contrib-type="author">
          <name name-style="western">
            <surname>Polillo</surname>
            <given-names>Alexia</given-names>
          </name>
          <degrees>PhD</degrees>
          <xref rid="aff01" ref-type="aff">1</xref>
          <ext-link ext-link-type="orcid">https://orcid.org/0000-0003-0329-350X</ext-link>
        </contrib>
        <contrib id="contrib19" contrib-type="author">
          <name name-style="western">
            <surname>Roby</surname>
            <given-names>Rachel</given-names>
          </name>
          <degrees>HBsc, MSc</degrees>
          <xref rid="aff01" ref-type="aff">1</xref>
          <ext-link ext-link-type="orcid">https://orcid.org/0000-0002-5462-2564</ext-link>
        </contrib>
        <contrib id="contrib20" contrib-type="author">
          <name name-style="western">
            <surname>Sockalingam</surname>
            <given-names>Sanjeev</given-names>
          </name>
          <degrees>MD</degrees>
          <xref rid="aff02" ref-type="aff">2</xref>
          <xref rid="aff12" ref-type="aff">12</xref>
          <ext-link ext-link-type="orcid">https://orcid.org/0000-0002-9626-1509</ext-link>
        </contrib>
        <contrib id="contrib21" contrib-type="author">
          <name name-style="western">
            <surname>Sosnowski</surname>
            <given-names>Alexandra</given-names>
          </name>
          <degrees>BSc</degrees>
          <xref rid="aff01" ref-type="aff">1</xref>
          <xref rid="aff03" ref-type="aff">3</xref>
          <ext-link ext-link-type="orcid">https://orcid.org/0000-0002-9702-525X</ext-link>
        </contrib>
        <contrib id="contrib22" contrib-type="author">
          <name name-style="western">
            <surname>Villanueva</surname>
            <given-names>Victoria</given-names>
          </name>
          <degrees>BA</degrees>
          <xref rid="aff08" ref-type="aff">8</xref>
          <ext-link ext-link-type="orcid">https://orcid.org/0000-0001-8365-068X</ext-link>
        </contrib>
        <contrib id="contrib23" contrib-type="author">
          <name name-style="western">
            <surname>Wang</surname>
            <given-names>Wei</given-names>
          </name>
          <degrees>PhD</degrees>
          <xref rid="aff08" ref-type="aff">8</xref>
          <xref rid="aff13" ref-type="aff">13</xref>
          <ext-link ext-link-type="orcid">https://orcid.org/0000-0002-0336-506X</ext-link>
        </contrib>
        <contrib id="contrib24" contrib-type="author">
          <name name-style="western">
            <surname>Kozloff</surname>
            <given-names>Nicole</given-names>
          </name>
          <degrees>MD, MSc</degrees>
          <xref rid="aff01" ref-type="aff">1</xref>
          <xref rid="aff02" ref-type="aff">2</xref>
          <xref rid="aff03" ref-type="aff">3</xref>
          <ext-link ext-link-type="orcid">https://orcid.org/0000-0003-1389-1351</ext-link>
        </contrib>
      </contrib-group>
      <aff id="aff01">
        <label>1</label>
        <institution>Slaight Family Centre for Youth in Transition</institution>
        <institution>Centre for Addiction and Mental Health</institution>
        <addr-line>Toronto, ON</addr-line>
        <country>Canada</country>
      </aff>
      <aff id="aff02">
        <label>2</label>
        <institution>Department of Psychiatry</institution>
        <institution>Faculty of Medicine</institution>
        <institution>University of Toronto</institution>
        <addr-line>Toronto, ON</addr-line>
        <country>Canada</country>
      </aff>
      <aff id="aff03">
        <label>3</label>
        <institution>Institute of Health Policy, Management and Evaluation</institution>
        <institution>Dalla Lana School of Public Health</institution>
        <institution>University of Toronto</institution>
        <addr-line>Toronto, ON</addr-line>
        <country>Canada</country>
      </aff>
      <aff id="aff04">
        <label>4</label>
        <institution>Child Health Evaluative Sciences</institution>
        <institution>SickKids Research Institute</institution>
        <institution>The Hospital for Sick Children</institution>
        <addr-line>Toronto, ON</addr-line>
        <country>Canada</country>
      </aff>
      <aff id="aff05">
        <label>5</label>
        <institution>Virtual Mental Health and Outreach</institution>
        <institution>Centre for Addiction and Mental Health</institution>
        <addr-line>Toronto, ON</addr-line>
        <country>Canada</country>
      </aff>
      <aff id="aff06">
        <label>6</label>
        <institution>Campbell Family Mental Health Institute</institution>
        <institution>Centre for Addiction and Mental Health</institution>
        <addr-line>Toronto, ON</addr-line>
        <country>Canada</country>
      </aff>
      <aff id="aff07">
        <label>7</label>
        <institution>Department of Psychiatry</institution>
        <institution>Cumming School of Medicine</institution>
        <institution>University of Calgary</institution>
        <addr-line>Calgary, AB</addr-line>
        <country>Canada</country>
      </aff>
      <aff id="aff08">
        <label>8</label>
        <institution>Centre for Addiction and Mental Health</institution>
        <addr-line>Toronto, ON</addr-line>
        <country>Canada</country>
      </aff>
      <aff id="aff09">
        <label>9</label>
        <institution>Provincial System Support Program</institution>
        <institution>Centre for Addiction and Mental Health</institution>
        <addr-line>Toronto, ON</addr-line>
        <country>Canada</country>
      </aff>
      <aff id="aff10">
        <label>10</label>
        <institution>Mental Health Addiction</institution>
        <institution>Ontario Ministry of Health</institution>
        <addr-line>Toronto, ON</addr-line>
        <country>Canada</country>
      </aff>
      <aff id="aff11">
        <label>11</label>
        <institution>Centre for Addiction and Mental Health</institution>
        <institution>Institute for Mental Health Policy Research</institution>
        <addr-line>Toronto, ON</addr-line>
        <country>Canada</country>
      </aff>
      <aff id="aff12">
        <label>12</label>
        <institution>Education</institution>
        <institution>Centre for Addiction and Mental Health</institution>
        <addr-line>Toronto, ON</addr-line>
        <country>Canada</country>
      </aff>
      <aff id="aff13">
        <label>13</label>
        <institution>College of Public Health</institution>
        <institution>University of South Florida</institution>
        <addr-line>Tampa, FL</addr-line>
        <country>United States</country>
      </aff>
      <author-notes>
        <corresp>Corresponding Author: Wanda Tempelaar <email>wanda.tempelaar@camh.ca</email></corresp>
      </author-notes>
      <pub-date pub-type="collection">
        <month>12</month>
        <year>2021</year>
      </pub-date>
      <pub-date pub-type="epub">
        <day>7</day>
        <month>12</month>
        <year>2021</year>
      </pub-date>
      <volume>10</volume>
      <issue>12</issue>
      <elocation-id>e34591</elocation-id>
      <history>
        <date date-type="received">
          <day>31</day>
          <month>10</month>
          <year>2021</year>
        </date>
        <date date-type="accepted">
          <day>4</day>
          <month>11</month>
          <year>2021</year>
        </date>
      </history>
      <copyright-statement>©Wanda Tempelaar, Melanie Barwick, Allison Crawford, Aristotle Voineskos, Donald Addington, Jean Addington, Tallan Alexander, Crystal Baluyut, Sarah Bromley, Janet Durbin, George Foussias, Catherine Ford, Lauren de Freitas, Seharish Jindani, Anne Kirvan, Paul Kurdyak, Kirstin Pauly, Alexia Polillo, Rachel Roby, Sanjeev Sockalingam, Alexandra Sosnowski, Victoria Villanueva, Wei Wang, Nicole Kozloff. Originally published in JMIR Research Protocols (https://www.researchprotocols.org), 07.12.2021.</copyright-statement>
      <copyright-year>2021</copyright-year>
      <license license-type="open-access" xlink:href="https://creativecommons.org/licenses/by/4.0/">
        <p>This is an open-access article distributed under the terms of the Creative Commons Attribution License (https://creativecommons.org/licenses/by/4.0/), which permits unrestricted use, distribution, and reproduction in any medium, provided the original work, first published in JMIR Research Protocols, is properly cited. The complete bibliographic information, a link to the original publication on https://www.researchprotocols.org, as well as this copyright and license information must be included.</p>
      </license>
      <self-uri xlink:href="https://www.researchprotocols.org/2021/12/e34591" xlink:type="simple"/>
      <abstract>
        <sec sec-type="background">
          <title>Background</title>
          <p>Timely and comprehensive treatment in the form of early psychosis intervention (EPI) has become the standard of care for youth with psychosis. While EPI services were designed to be delivered in person, the COVID-19 pandemic required many EPI programs to rapidly transition to virtual delivery, with little evidence to guide intervention adaptations or to support the effectiveness and satisfaction with virtual EPI services.</p>
        </sec>
        <sec sec-type="objective">
          <title>Objective</title>
          <p>This study aims to explore the adaptations required to deliver NAVIGATE, a model of coordinated specialty care used in EPI, in a virtual format. This study will evaluate implementation of the NAVIGATE model delivered virtually by describing the nature of the adaptations to the intervention, assessing fidelity to the EPI model and the satisfaction of clients, family members, and care providers. We will investigate barriers and facilitators to virtual NAVIGATE implementation, service engagement, and health equity impacts of this work.</p>
        </sec>
        <sec sec-type="methods">
          <title>Methods</title>
          <p>The Centre for Addiction and Mental Health (Toronto, Ontario, Canada) transitioned to delivering NAVIGATE virtually early in the COVID-19 pandemic. The Framework for Reporting Adaptations and Modifications for Evidence-Based Interventions will be used to describe the adaptations required to deliver NAVIGATE virtually. Fidelity to the EPI model will be measured using the First Episode Psychosis Services Fidelity Scale and fidelity to NAVIGATE will be assessed by investigating adherence to its core components. Implementation facilitators and barriers will be explored using semistructured interviews with providers informed by the Consolidated Framework for Implementation Research. Satisfaction with virtually delivered NAVIGATE will be assessed with virtual client and provider experience surveys and qualitative interviews with clients, family members, and providers. Service engagement data will be collected through review of medical records, and potential impacts of virtually delivered NAVIGATE on different population groups will be assessed with the Health Equity Impact Assessment.</p>
        </sec>
        <sec sec-type="results">
          <title>Results</title>
          <p>Virtual clinical delivery of NAVIGATE started in March 2020 with additional adaptations and data collection is ongoing. Data will be analyzed using descriptive statistics and survival analysis for quantitative data. Qualitative data will be analyzed using thematic content analysis. Integration of qualitative and quantitative data will occur at the data collection, interpretation, and reporting levels following a convergent design.</p>
        </sec>
        <sec sec-type="conclusions">
          <title>Conclusions</title>
          <p>This study will provide information regarding the type of intervention adaptations required for virtual delivery of NAVIGATE for youth with early psychosis, ensuring access to high-quality care for this population during the pandemic and beyond by guiding future implementation in similar contexts.</p>
        </sec>
        <sec sec-type="registered-report">
          <title>International Registered Report Identifier (IRRID)</title>
          <p>DERR1-10.2196/34591</p>
        </sec>
      </abstract>
      <kwd-group>
        <kwd>virtual care delivery</kwd>
        <kwd>early psychosis intervention</kwd>
        <kwd>mixed methods implementation</kwd>
      </kwd-group>
      <custom-meta-wrap>
        <custom-meta>
          <meta-name>ext-peer-rev</meta-name>
          <meta-value>This paper was peer reviewed by the Canadian Institutes of Health Research / Instituts de recherche en santé du Canada (CIHR/IRSC). See the Multimedia Appendix for the peer-review report; </meta-value>
        </custom-meta>
      </custom-meta-wrap>
    </article-meta>
  </front>
  <body>
    <sec sec-type="introduction">
      <title>Introduction</title>
      <sec>
        <title>Background</title>
        <p>The COVID-19 pandemic is expected to have a disproportionate burden on people with psychosis related to anticipated adverse physical and mental health consequences, compounded by barriers to accessing quality care [<xref ref-type="bibr" rid="ref1">1</xref>-<xref ref-type="bibr" rid="ref6">6</xref>]. Psychosis, characterized by delusions, hallucinations, disorganization, and negative symptoms, typically occurs during adolescence or early adulthood, an age at which the pandemic may be particularly detrimental for mental health [<xref ref-type="bibr" rid="ref7">7</xref>,<xref ref-type="bibr" rid="ref8">8</xref>]. Early, time-limited, team-based comprehensive treatment in the form of early psychosis intervention (EPI) has become the standard of care for youth with psychosis, with demonstrated evidence of superior outcomes including reduced mortality, improved access to psychiatric care, reduced risk of relapse, fewer hospital readmissions, and increased employment rates [<xref ref-type="bibr" rid="ref9">9</xref>-<xref ref-type="bibr" rid="ref13">13</xref>]. There is additional evidence that a manualized package of EPI services called NAVIGATE results in improved functional outcomes relative to usual care [<xref ref-type="bibr" rid="ref14">14</xref>]. NAVIGATE is a form of coordinated specialty care developed for early-phase psychosis that has shown greater improvement in symptoms, social functioning, and engagement in educational and vocational training compared to usual care [<xref ref-type="bibr" rid="ref14">14</xref>-<xref ref-type="bibr" rid="ref16">16</xref>]. EPI programs were designed to deliver care in person, emphasizing frequent contacts and community outreach. Amid the COVID-19 pandemic, EPI programs have had to transition to virtual delivery to adhere to public health physical distancing measures; however, with little prior knowledge about the effectiveness of virtual delivery of EPI care [<xref ref-type="bibr" rid="ref17">17</xref>-<xref ref-type="bibr" rid="ref20">20</xref>].</p>
        <p>Virtual mental health care is generally defined as mental health care delivered via any form of information and communication technology, such as the telephone, the internet, teleconferencing, or SMS text messaging [<xref ref-type="bibr" rid="ref21">21</xref>]. In the past, virtual care has been commonly utilized to improve access to health care, especially in underserved and remote areas [<xref ref-type="bibr" rid="ref22">22</xref>]. There is a robust literature on the effectiveness of telehealth for mental disorders, although most of this research has focused on anxiety and mood disorders [<xref ref-type="bibr" rid="ref21">21</xref>,<xref ref-type="bibr" rid="ref23">23</xref>]. Regarding telehealth interventions for people with schizophrenia, a review in 2014 [<xref ref-type="bibr" rid="ref24">24</xref>] yielded initial promising results in the limited number of studies that utilized telehealth technology at that time. A recent scoping review on videoconferencing with people with schizophrenia [<xref ref-type="bibr" rid="ref20">20</xref>] showed that implementation was feasible and acceptance was high, but noted a lack of studies on videoconferencing interventions for individuals at clinical high risk or at the early stages of psychosis. Studies of youth with psychosis suggest that they have favorable attitudes toward videoconferencing [<xref ref-type="bibr" rid="ref25">25</xref>] and receiving mental health information on the internet [<xref ref-type="bibr" rid="ref26">26</xref>]. Additionally, most youth have access to smartphones or other devices with a webcam [<xref ref-type="bibr" rid="ref25">25</xref>], suggesting that virtual care is likely to be acceptable and feasible for youth with psychosis. Barriers to implementation of virtual mental health services in general include acceptance by clinicians and clients, technology, organizational/regulatory policies, and funding to support virtual care [<xref ref-type="bibr" rid="ref23">23</xref>]. Furthermore, digital literacy and access to technology (internet and devices), as well as the availability of private space to receive services in this manner may present barriers to specific populations and have the potential to increase health disparities [<xref ref-type="bibr" rid="ref27">27</xref>]. Psychotic symptoms may pose further barriers to client acceptance of videoconferencing [<xref ref-type="bibr" rid="ref20">20</xref>].</p>
        <p>The COVID-19 pandemic compelled many mental health services to rapidly transition to virtual care [<xref ref-type="bibr" rid="ref28">28</xref>,<xref ref-type="bibr" rid="ref29">29</xref>]. Understanding what adaptations to the intervention are needed and how they occur over time is a vital aspect of their effective implementation because the core components of the intervention must be retained for effectiveness [<xref ref-type="bibr" rid="ref30">30</xref>]. Adaptations that focus on improving interventions fit with the target population can lead to improved engagement and acceptability, particularly when working with diverse populations [<xref ref-type="bibr" rid="ref31">31</xref>-<xref ref-type="bibr" rid="ref33">33</xref>]. However, modifications that alter or remove core components of an intervention, or fail to align with population needs may impact effectiveness and be less sustainable [<xref ref-type="bibr" rid="ref30">30</xref>]. We propose exploring the adaptations required to deliver NAVIGATE virtually and to evaluate the implementation effectiveness of virtual delivery of NAVIGATE.</p>
      </sec>
      <sec>
        <title>Objectives</title>
        <p>The objectives of this study are as follows:</p>
        <list list-type="order">
          <list-item>
            <p>To explore the <italic>adaptations</italic> required to implement and deliver the NAVIGATE program virtually, including understanding how core components of the EPI model and NAVIGATE specifically are best adapted for virtual delivery.</p>
          </list-item>
          <list-item>
            <p>To evaluate the <italic>implementation outcomes</italic> of virtual NAVIGATE as measured by <italic>fidelity</italic> to the EPI model and to the core components of the NAVIGATE intervention.</p>
          </list-item>
          <list-item>
            <p>To explore <italic>implementation facilitators and barriers</italic> for virtual delivery of NAVIGATE to guide iterative development and implementation.</p>
          </list-item>
          <list-item>
            <p>To examine <italic>satisfaction</italic> with virtual delivery of NAVIGATE among clients, family members, and care providers.</p>
          </list-item>
          <list-item>
            <p>To investigate <italic>service engagement</italic> with NAVIGATE delivered virtually, including dropout from services and how services are used (virtually by videoconference or telephone or in person), and <italic>health equity factors</italic> related to virtual delivery of NAVIGATE care.</p>
          </list-item>
        </list>
      </sec>
    </sec>
    <sec sec-type="methods">
      <title>Methods</title>
      <sec>
        <title>Methods Overview</title>
        <p>We propose a pragmatic mixed methods implementation and evaluation study, with a focus on adaptations needed for the implementation of virtual NAVIGATE care and evaluation of the implementation. Virtual delivery of NAVIGATE started in March 2020 with additional adaptations and ongoing data collection. The StaRI (Standards for Reporting Implementation Studies) Statement and Checklist is used as a standard for describing the implementation strategy and intervention (<xref ref-type="supplementary-material" rid="app1">Multimedia Appendix 1</xref>) [<xref ref-type="bibr" rid="ref34">34</xref>].</p>
      </sec>
      <sec>
        <title>Study Setting and Population</title>
        <p>The Centre for Addiction and Mental Health (CAMH) in Toronto, Ontario, is home to the largest EPI program in Canada, providing assessment and ongoing services to people aged 16-29 years with any mental health disorder that can manifest as early psychosis (schizophrenia, schizoaffective disorder, schizophreniform disorder, bipolar I disorder, major depressive disorder with psychotic features, substance-induced psychotic disorder, or unspecified psychotic disorder) [<xref ref-type="bibr" rid="ref35">35</xref>]. Located in downtown Toronto, the EPI program is staffed by approximately 40 clinicians and assesses over 600 new clients annually. The CAMH EPI program implemented NAVIGATE in late 2017 and is currently the coordinating center for a multisite implementation effectiveness study of NAVIGATE in diverse EPI programs across the province of Ontario (Early Psychosis Intervention-Spreading Evidence-based Treatment or “EPI-SET,” trial registration number: NCT03919760) [<xref ref-type="bibr" rid="ref36">36</xref>].</p>
        <p>Of importance, CAMH has a dedicated Virtual Mental Health and Outreach Team. Previously, this service primarily supported telepsychiatry to clients in remote and rural areas; however, during the COVID-19 pandemic, they have supported other CAMH programs to deliver care virtually, including the EPI service. Throughout the pandemic, the bulk of EPI care has transitioned to virtual delivery, although a small number of clients have continued to access some CAMH EPI services in person; these are mainly clients who are receiving intramuscular injections, have increased symptoms, or are in a crisis and may require a hospital admission, who are at risk of disengaging, who do not have access to the technology needed for virtual care, or for whom adequate assessment is not feasible remotely. Staff have been rotating onsite approximately 1-2 days per week to ensure a small continuous onsite presence and otherwise working remotely from home.</p>
      </sec>
      <sec>
        <title>Intervention and Implementation Approach</title>
        <p>NAVIGATE is a highly structured model of coordinated specialty care with clearly defined roles for staff. The original model is described with four core services: individual resiliency training (IRT), supported employment and education (SEE), family education program, and individualized medication management [<xref ref-type="bibr" rid="ref16">16</xref>]. For our context, we distilled additional core components that are fundamental to the NAVIGATE program, including the following: a team leader who facilitates monitoring, practice feedback and training, and caseloads small enough to allow for the intensity and frequency of required contact. In addition to these core components of NAVIGATE, CAMH’s EPI program also incorporates peer support. Manualized protocols are used to operationalize current EPI standards, and all clients are systematically offered all treatment components, with regular team reviews to assess client progress, fidelity, and need for adjustments. The core components of NAVIGATE are described in <xref rid="figure1" ref-type="fig">Figure 1</xref>.</p>
        <p>In March 2020, clinicians at CAMH rapidly transitioned to delivering NAVIGATE virtually using videoconferencing and telephone calls. Over time, clinicians have supplemented NAVIGATE delivery with group videoconferencing, interactive worksheets, and web-based videos prepared collaboratively with CAMH Education Services. This conversion to primarily virtual care delivery has been supported by policies and processes established by CAMH Virtual Mental Health, including client tools, training videos, podcasts, and a Digital Mental Health Certificate Program [<xref ref-type="bibr" rid="ref37">37</xref>,<xref ref-type="bibr" rid="ref38">38</xref>]. These early NAVIGATE adaptations are described in <xref ref-type="table" rid="table1">Table 1</xref>.</p>
        <fig id="figure1" position="float">
          <label>Figure 1</label>
          <caption>
            <p>NAVIGATE core components. CAMH: Centre for Addiction and Mental Health.</p>
          </caption>
          <graphic xlink:href="resprot_v10i12e34591_fig1.png" alt-version="no" mimetype="image" position="float" xlink:type="simple"/>
        </fig>
        <table-wrap position="float" id="table1">
          <label>Table 1</label>
          <caption>
            <p>Adaptations to support virtual delivery of NAVIGATE.</p>
          </caption>
          <table width="1000" cellpadding="5" cellspacing="0" border="1" rules="groups" frame="hsides">
            <col width="100"/>
            <col width="350"/>
            <col width="180"/>
            <col width="370"/>
            <thead>
              <tr valign="top">
                <td>
                  <break/>
                </td>
                <td>Technology to support virtual care</td>
                <td>Policies and procedures of virtual care</td>
                <td>Clinical Practice</td>
              </tr>
            </thead>
            <tbody>
              <tr valign="top">
                <td>Early hospital-wide</td>
                <td>
                  <list list-type="bullet">
                    <list-item>
                      <p>Devices (hospital laptops and cellphones) made available to many clinicians</p>
                    </list-item>
                    <list-item>
                      <p>Limited number of cellphones and SIM cards donated to the hospital and made available for clients who lacked access to a working cellphone.</p>
                    </list-item>
                    <list-item>
                      <p>Registration and limited training for clinicians on a hospital-approved videoconference platform that integrates with email/calendar, permits screen-sharing</p>
                    </list-item>
                    <list-item>
                      <p>Registration and limited training for clinicians on specialized software to support timely access to office telephone calls while working from home</p>
                    </list-item>
                    <list-item>
                      <p>Registration and limited training for clinicians on additional software applications to support virtual care; for example, faxing, scanning, and secure document transfer</p>
                    </list-item>
                  </list>
                  <break/>
                </td>
                <td>
                  <list list-type="bullet">
                    <list-item>
                      <p>Privacy, safety, and confidentiality standards disseminated with expectations for documenting consent to virtual care</p>
                    </list-item>
                    <list-item>
                      <p>Suggestions for virtual crisis management sent, including procedures for involuntary detainment and completion of other legal forms</p>
                    </list-item>
                    <list-item>
                      <p>Remuneration for psychiatrists to provide care over the phone or videoconference (province-wide)</p>
                    </list-item>
                  </list>
                </td>
                <td>
                  <list list-type="bullet">
                    <list-item>
                      <p>Videos created and posted on the Centre for Addiction and Mental Health Virtual Mental Health website to train on best practices in virtual care</p>
                    </list-item>
                    <list-item>
                      <p>Introduction of fillable PDF forms to document client consent (eg, to participate in virtual care)</p>
                    </list-item>
                  </list>
                  <break/>
                </td>
              </tr>
              <tr valign="top">
                <td>Early NAVIGATE-specific</td>
                <td>
                  <list list-type="bullet">
                    <list-item>
                      <p>NAVIGATE handouts available in fillable PDFs and Word (Microsoft Inc)</p>
                    </list-item>
                  </list>
                </td>
                <td>
                  <list list-type="bullet">
                    <list-item>
                      <p>Criteria for considering in-person appointments disseminated</p>
                    </list-item>
                  </list>
                </td>
                <td>
                  <list list-type="bullet">
                    <list-item>
                      <p>Higher level of structure/organization for group sessions</p>
                    </list-item>
                    <list-item>
                      <p>Clinician cellphones enable SMS text messaging with clients</p>
                    </list-item>
                    <list-item>
                      <p>Additional briefer appointments are encouraged to maintain attention and engagement</p>
                    </list-item>
                    <list-item>
                      <p>Connect with other clinicians during team meetings on clinical practice in virtual delivery of NAVIGATE including tips to reduce barriers or boundary-setting</p>
                    </list-item>
                    <list-item>
                      <p>Increased collaborative client meetings involving multiple NAVIGATE roles together (ie, individual resiliency training, supported education and employment, and family clinician)</p>
                    </list-item>
                  </list>
                </td>
              </tr>
            </tbody>
          </table>
        </table-wrap>
        <p>The implementation evaluation plan for this study is described in <xref ref-type="table" rid="table2">Table 2</xref>. By engaging youth and family members with lived experience in accordance with current best practices [<xref ref-type="bibr" rid="ref39">39</xref>-<xref ref-type="bibr" rid="ref41">41</xref>], as well as frontline clinicians, administrators, and a policy maker, we aim to continue to adapt and refine the virtual delivery of NAVIGATE in a facilitated, stepwise process and to describe the nature of these adaptations using the Framework for Reporting Adaptations and Modifications for Evidence-Based Interventions (FRAME) [<xref ref-type="bibr" rid="ref42">42</xref>]. We will explore to what extent virtual delivery of NAVIGATE retains its core components and describe adaptations in how the core components are delivered. We will also consider whether additional core components are warranted to specifically support virtual delivery of this model. We will explore implementation barriers and facilitators to virtual delivery using the Consolidated Framework for Implementation Research (CFIR) [<xref ref-type="bibr" rid="ref43">43</xref>,<xref ref-type="bibr" rid="ref44">44</xref>]. This approach will allow us to adjust our implementation approach in accordance with feedback and clinical outcomes [<xref ref-type="bibr" rid="ref45">45</xref>,<xref ref-type="bibr" rid="ref46">46</xref>].</p>
        <table-wrap position="float" id="table2">
          <label>Table 2</label>
          <caption>
            <p>Virtual NAVIGATE: adaptation and implementation evaluation plan.</p>
          </caption>
          <table width="1000" cellpadding="5" cellspacing="0" border="1" rules="groups" frame="hsides">
            <col width="30"/>
            <col width="170"/>
            <col width="170"/>
            <col width="240"/>
            <col width="180"/>
            <col width="210"/>
            <thead>
              <tr valign="top">
                <td colspan="2">Objective</td>
                <td>Project aim</td>
                <td>Tools/Framework</td>
                <td>Data sources</td>
                <td>Timing</td>
              </tr>
            </thead>
            <tbody>
              <tr valign="top">
                <td colspan="6">
                  <bold>Objective 1</bold>
                </td>
              </tr>
              <tr valign="top">
                <td>
                  <break/>
                </td>
                <td>Adaptations</td>
                <td>To explore the adaptations required for delivery of the NAVIGATE model and its implementation, including understanding how aspects of the EPI model and NAVIGATE specifically are best suited to virtual delivery</td>
                <td>
                  <list list-type="bullet">
                    <list-item>
                      <p>NAVIGATE Practice Profile: map adaptations to the delivery of NAVIGATE care among the different roles</p>
                    </list-item>
                    <list-item>
                      <p>Framework for Reporting Adaptations and Modifications for Evidence-Based Interventions (FRAME): when/how modification was made, whether planned or unplanned, who determined, what is modified, level of delivery, nature of context/content modifications, fidelity-consistency, reasons including intent and contextual factors</p>
                    </list-item>
                  </list>
                </td>
                <td>Study team, clinicians, and administrators</td>
                <td>
                  <list list-type="bullet">
                    <list-item>
                      <p>Months 1-4</p>
                    </list-item>
                    <list-item>
                      <p>Revise implementation as needed following interim analysis month 12</p>
                    </list-item>
                  </list>
                </td>
              </tr>
              <tr valign="top">
                <td colspan="6">
                  <bold>Objective 2</bold>
                </td>
              </tr>
              <tr valign="top">
                <td>
                  <break/>
                </td>
                <td>Outcomes</td>
                <td colspan="4">Proctor’s taxonomy of implementation outcomes</td>
              </tr>
              <tr valign="top">
                <td>
                  <break/>
                </td>
                <td>Fidelity to the early psychosis intervention (EPI) model</td>
                <td>To evaluate fidelity to the EPI model</td>
                <td>First Episode Psychosis Services Fidelity Scale (FEPS-FS). A retrospective fidelity review will be conducted to assess practice prior to the onset of the COVID-19 pandemic (March 2020) and following the transition to virtual care, after initial adaptations have been made</td>
                <td>Electronic health record and clinicians</td>
                <td>
                  <list list-type="bullet">
                    <list-item>
                      <p>Pre–COVID-19 fidelity review based on the assessment of medical records in months 8-9</p>
                    </list-item>
                    <list-item>
                      <p>Virtual NAVIGATE review month 10</p>
                    </list-item>
                    <list-item>
                      <p>Integration with other analyses months 13-21</p>
                    </list-item>
                  </list>
                </td>
              </tr>
              <tr valign="top">
                <td>
                  <break/>
                </td>
                <td>Fidelity to the NAVIGATE program</td>
                <td>To evaluate fidelity to the core components of NAVIGATE</td>
                <td>Measure clinician adherence to their NAVIGATE role through review of medical records and calculate the proportion of clients who receive IRT, SEE, family support or individualized medication management at least monthly or greater</td>
                <td>Electronic health record and clinicians</td>
                <td>
                  <list list-type="bullet">
                    <list-item>
                      <p>Virtual NAVIGATE review month 10</p>
                    </list-item>
                    <list-item>
                      <p>Integration with other analyses months 13-21</p>
                    </list-item>
                  </list>
                </td>
              </tr>
              <tr valign="top">
                <td colspan="6">
                  <bold>Objective 3</bold>
                </td>
              </tr>
              <tr valign="top">
                <td>
                  <break/>
                </td>
                <td>Facilitators and barriers</td>
                <td>To explore implementation facilitators and barriers</td>
                <td>Interviews based on the Consolidated Framework for Implementation Research (CFIR)</td>
                <td>Clinicians</td>
                <td>
                  <list list-type="bullet">
                    <list-item>
                      <p>Interviews and iterative analysis months 9-11</p>
                    </list-item>
                    <list-item>
                      <p>Integration with other analyses months 13-21</p>
                    </list-item>
                  </list>
                </td>
              </tr>
              <tr valign="top">
                <td colspan="6">
                  <bold>Objective 4</bold>
                </td>
              </tr>
              <tr valign="top">
                <td>
                  <break/>
                </td>
                <td>Satisfaction and experience</td>
                <td>To evaluate satisfaction and experience with virtual NAVIGATE among clients, family members, and clinicians</td>
                <td>
                  <list list-type="bullet">
                    <list-item>
                      <p>Virtual Client Experience Survey (VCES)</p>
                    </list-item>
                    <list-item>
                      <p>Virtual Provider Experience Survey (VPES)</p>
                    </list-item>
                    <list-item>
                      <p>Qualitative interviews</p>
                    </list-item>
                  </list>
                </td>
                <td>
                  <list list-type="bullet">
                    <list-item>
                      <p>Clients</p>
                    </list-item>
                    <list-item>
                      <p>Clinicians</p>
                    </list-item>
                    <list-item>
                      <p>Clients, family members, and clinicians</p>
                    </list-item>
                  </list>
                </td>
                <td>
                  <list list-type="bullet">
                    <list-item>
                      <p>VCES/VPES month 5-9</p>
                    </list-item>
                    <list-item>
                      <p>Interim analyses months 8-9</p>
                    </list-item>
                    <list-item>
                      <p>Integration with other analyses months 13-21</p>
                    </list-item>
                  </list>
                </td>
              </tr>
              <tr valign="top">
                <td colspan="6">
                  <bold>Objective 5</bold>
                </td>
              </tr>
              <tr valign="top">
                <td>
                  <break/>
                </td>
                <td>Service engagement</td>
                <td>To investigate service engagement in virtual NAVIGATE</td>
                <td>Time to, rate, and correlates of premature dropout, proportions, and correlates of how services are used (virtually by videoconference or phone or in person)</td>
                <td>Electronic health record</td>
                <td>
                  <list list-type="bullet">
                    <list-item>
                      <p>Data extraction starts month 8</p>
                    </list-item>
                    <list-item>
                      <p>Preliminary analysis months 12-13</p>
                    </list-item>
                    <list-item>
                      <p>Integration with other analyses months 13-21</p>
                    </list-item>
                  </list>
                </td>
              </tr>
              <tr valign="top">
                <td>
                  <break/>
                </td>
                <td>Health equity</td>
                <td>To explore health equity factors that may impact service engagement in virtual NAVIGATE</td>
                <td>
                  <list list-type="bullet">
                    <list-item>
                      <p>Qualitative interviews</p>
                    </list-item>
                    <list-item>
                      <p>Health Equity Impact Assessment</p>
                    </list-item>
                  </list>
                </td>
                <td>
                  <list list-type="bullet">
                    <list-item>
                      <p>Clients and family members</p>
                    </list-item>
                    <list-item>
                      <p>Clinicians, administrators, youth, and family members with lived experience</p>
                    </list-item>
                  </list>
                </td>
                <td>
                  <list list-type="bullet">
                    <list-item>
                      <p>Interviews and iterative analysis months 9-11</p>
                    </list-item>
                    <list-item>
                      <p>Integration with other analyses months 13-21</p>
                    </list-item>
                  </list>
                </td>
              </tr>
            </tbody>
          </table>
        </table-wrap>
      </sec>
      <sec>
        <title>Implementation Evaluation</title>
        <sec>
          <title>Fidelity to the EPI Model</title>
          <p>We will assess the fidelity of virtual delivery of NAVIGATE to the EPI model using the FEPS-FS [<xref ref-type="bibr" rid="ref47">47</xref>]. The FEPS-FS is a validated assessment of fidelity of EPI service delivery to standards of EPI care [<xref ref-type="bibr" rid="ref47">47</xref>]. Scale development was based on a review of evidence combined with an expert consensus process and is not associated with any specific model of care delivery. In total, 33 items will be rated on a 5-point scale from “not implemented” to “fully implemented.” A rating of 4 is considered satisfactory adherence. Trained assessors will review data abstracted from health records and conduct interviews with staff to complete the FEPS-FS. The fidelity assessment can be performed remotely with excellent reliability [<xref ref-type="bibr" rid="ref48">48</xref>,<xref ref-type="bibr" rid="ref49">49</xref>]. The fidelity assessment of virtual NAVIGATE will be compared to previous fidelity assessments of traditional, in-person, NAVIGATE at CAMH and at other sites across Ontario [<xref ref-type="bibr" rid="ref36">36</xref>].</p>
        </sec>
        <sec>
          <title>Fidelity to NAVIGATE Core Components</title>
          <p>Fidelity to the core components of NAVIGATE will be explored by tracking the delivery of core components against the NAVIGATE practice profile over a specific timeframe, and comparing adherence for virtual and in-person NAVIGATE delivery [<xref ref-type="bibr" rid="ref50">50</xref>]. A practice profile is a tool that identifies the core, nonnegotiable elements of an intervention or service; the NAVIGATE practice profile that was developed for the EPI-SET study will serve as a basis for mapping adaptations and describing any changes to the core components (<xref rid="figure1" ref-type="fig">Figure 1</xref>) [<xref ref-type="bibr" rid="ref14">14</xref>,<xref ref-type="bibr" rid="ref15">15</xref>,<xref ref-type="bibr" rid="ref51">51</xref>,<xref ref-type="bibr" rid="ref52">52</xref>].</p>
        </sec>
        <sec>
          <title>Implementation Facilitators and Barriers</title>
          <p>A CFIR informed interview protocol [<xref ref-type="bibr" rid="ref43">43</xref>,<xref ref-type="bibr" rid="ref44">44</xref>] will be used to systematically assess contextual factors that are associated with effective implementation in relation to 5 major domains: intervention characteristics (eg, complexity and relative advantage), outer setting (eg, external policy and client needs), inner setting (eg, compatability and readiness), staff characteristics (eg, knowledge and beliefs), and implementation process (eg, planning and facilitation). Since CAMH clinicians had previously implemented NAVIGATE, the interview will focus specifically on the implementation of virtual delivery. A semistructured interview will guide data collection with 8 clinicians (IRT, SEE, family work, prescriber, and team lead) [<xref ref-type="bibr" rid="ref43">43</xref>,<xref ref-type="bibr" rid="ref53">53</xref>].</p>
        </sec>
        <sec>
          <title>Satisfaction</title>
          <p>Client satisfaction with virtual NAVIGATE will be measured using the Virtual Client Experience Survey (VCES), a 23-item survey developed to measure client satisfaction of virtual care quality that is being used in outpatient programs at the hospital. Family members receiving services are also invited to complete the same survey and identify themselves as caregivers in their responses. The VCES was adapted from a validated survey that was developed within the TeleMental Health program at CAMH [<xref ref-type="bibr" rid="ref52">52</xref>] and contains items from the Ontario Perception of Care Tool for Mental Health and Addictions [<xref ref-type="bibr" rid="ref54">54</xref>]. Validation of the VCES is underway. Additionally, a Virtual Provider Experience Survey (VPES) has been distributed to clinicians hospital-wide, and will gather data on the satisfaction of providers with virtual delivery of NAVIGATE; the VPES is still undergoing validation. Satisfaction will also be assessed through qualitative interviews with clients and family members. We will start by conducting 8 semistructured interviews with clients and family members (purposefully selected to represent varying durations of care and service engagement) and continue participant recruitment until thematic saturation is reached. The interviews will explore their satisfaction with virtual services and the impact on service engagement. Based on our related study, we anticipate that this sample size will allow us to achieve saturation of themes [<xref ref-type="bibr" rid="ref36">36</xref>].</p>
        </sec>
        <sec>
          <title>Service Engagement and Health Equity Factors</title>
          <p>To evaluate service engagement and health equity related barriers to the adoption of virtual NAVIGATE, we will use reviews of medical records to extract information from the electronic health records, including health equity factors routinely collected at CAMH, other demographic and clinical factors, mode of service delivery (videoconference, telephone, or in person), and indicators of service engagement. Outcomes will include timing and rates of premature dropout from services, the Service Engagement Scale [<xref ref-type="bibr" rid="ref55">55</xref>] (which is routinely completed by clinicians in the program), and frequency of appointments. Consideration of health equity is critical to support an effective implementation approach and avoid increasing health disparities [<xref ref-type="bibr" rid="ref27">27</xref>,<xref ref-type="bibr" rid="ref56">56</xref>]. The Health Equity Impact Assessment (HEIA) [<xref ref-type="bibr" rid="ref57">57</xref>] will be completed by staff and administrators, together with youth and family members with lived experience, to assess how the virtual delivery of NAVIGATE may impact populations differentially, both to mitigate potential negative impacts, as well as to enhance positive impacts. Service engagement and health equity factors will also be explored in the qualitative interviews with youth and family members.</p>
        </sec>
      </sec>
      <sec>
        <title>Analysis</title>
        <sec>
          <title>Adaptations</title>
          <p>We will describe the adaptations made for virtual delivery of care in accordance with the core components articulated in the NAVIGATE practice profile. The FRAME will be used to describe when and how adaptations were made, as decided by whom, the nature of the adaptation, level of delivery, nature of context/content modifications, fidelity-consistency, and the reasons underpinning the adaptation, including intent and contextual factors.</p>
        </sec>
        <sec>
          <title>Fidelity to EPI</title>
          <p>We will compare FEPS-FS fidelity ratings between virtual NAVIGATE and previous fidelity assessments conducted at CAMH and other Ontario sites and calculate descriptive statistics. We will compare single items, the percentage of the items rated as 4 or 5 (satisfactory or exemplary) and the mean fidelity score.</p>
        </sec>
        <sec>
          <title>Fidelity to NAVIGATE</title>
          <p>For fidelity to the core components of the NAVIGATE model, we will examine adherence to the core components through review of medical records of a representative subset of the study population. The previously described practice profile incorporates predefined criteria to evaluate how the core components are delivered [<xref ref-type="bibr" rid="ref50">50</xref>]. For example, for IRT core components we will capture the proportion of clients who had an IRT visit in the last 3 months, completed the first 2 modules (Orientation and Assessment) within 3 months and, if applicable, completed the 7 standard modules within 12 months and had at least 2 treatment reviews within 12 months. The SEE clinician, family clinician, and prescriber roles will be tracked similarly in the health record. We will interview the program director to explore fidelity to the core components of team leadership, training and practice feedback, caseload size (eg, number of team meetings with all roles per month). We will verify the initial training for new staff, practice meetings, and attendance to learning community activities.</p>
        </sec>
        <sec>
          <title>Implementation Facilitators and Barriers</title>
          <p>The CFIR provides the organizing framework for qualitative deductive coding and analysis of the clinician interviews. CFIR interviews will be administered and coded using a variation of the Rapid Analysis (RA) method, an alternative to in-depth analysis of interview data to allow for faster analysis and dissemination of implementation findings while using fewer resources [<xref ref-type="bibr" rid="ref58">58</xref>,<xref ref-type="bibr" rid="ref59">59</xref>]. In combination with the fidelity results, we will seek patterns of implementation facilitators and barriers, coded deductively to the CFIR domains and factors, as well as direction and strength of the association (valence) between factors and implementation success. The first analytic step of the RA method involves developing a templated summary table that analysts will populate with data extracted from interview transcripts in real time, during the interview. The templated summary table is based on the CFIR-based interview guide (domain and factors). Valence rating captures the factors’ positive or negative influence on implementation (–2, –1, 0, mixed, +1, and +2). Strength of the association is then rated (1or 2) and is determined by a number of factors, including the level of agreement among participants, strength of language, and use of concrete examples.</p>
        </sec>
        <sec>
          <title>Satisfaction</title>
          <p>We will calculate descriptive statistics for the VCES and VPES to evaluate satisfaction of virtual NAVIGATE among clients and staff. We will compare VCES scores by demographic factors captured in the same questionnaire, including gender, age, racial or ethnic group, and geographical location, using <italic>t</italic> tests and linear regression models. The interviews with clients and family members will be audio recorded and transcribed verbatim. Using NVivo software, a mixed thematic analysis approach will be applied. A deductive coding scheme will be developed on the basis of domains of the VCES, as determined through confirmatory factor analysis. The research team will review all transcripts to identify and categorize components as reflected in the conceptual model, as well as to identify emergent themes. Transcripts will be double-coded and then coding will be discussed and adjusted accordingly.</p>
        </sec>
        <sec>
          <title>Service Engagement and Health Equity Factors</title>
          <p>We will compare data extracted from the charts on disengagement from services following implementation of virtual NAVIGATE with disengagement rates among clients receiving in-person NAVIGATE in previous years. Disengagement is defined as no appointments with the treatment team for 3 months or explicit refusal to engage with NAVIGATE care despite clinical need. Additionally, total scores on the Service Engagement Scale will be gathered from charts.</p>
          <p>During both in-person delivery of NAVIGATE and virtual NAVIGATE periods, we will measure frequency and modality of appointments (videoconference vs telephone vs in-person) using descriptive statistics. Survival data analysis tools will be applied to associate time to disengagement with baseline factors and mode of delivery. Candidate methods, including Cox proportional hazards and parametric regression models, will be selected on the basis of the fitness of model assumptions. For this exploratory analysis, we anticipate having a sample of approximately 500 clients who have received virtual NAVIGATE at some point in their care, including a sample of 225 clients who completed 9 months of NAVIGATE prior to the onset of the pandemic and transition to virtual care, and approximately 125 clients newly enrolled and followed in virtual NAVIGATE for at least 9 months. In a supplementary analysis, we will examine these groups as well as clients who started the NAVIGATE program in person and then transitioned to virtual delivery of NAVIGATE during the pandemic. We will treat the pandemic indicator variable as a time-varying predictor with a potential change point on survival analysis. We anticipate a disengagement rate of 15%-20% by 9 months, based on prior data from our own program as well as another Canadian EPI program [<xref ref-type="bibr" rid="ref60">60</xref>]. This will provide pilot data for future tests of noninferiority of virtual delivery of NAVIGATE compared to in-person NAVIGATE.</p>
          <p>The HEIA catalogues determinants of health for a number of prespecified populations, for consideration in relation to a proposed intervention, and guides a consideration of potential impacts of the program, mitigation strategies, monitoring, and a dissemination plan to share results to address equity [<xref ref-type="bibr" rid="ref27">27</xref>,<xref ref-type="bibr" rid="ref61">61</xref>]. The HEIA will be completed at the outset and will be revisited during the implementation and sustainability phase [<xref ref-type="bibr" rid="ref61">61</xref>].</p>
          <p>The qualitative interviews with youth and family members will be reviewed on factors linked to service engagement and health equity factors.</p>
        </sec>
      </sec>
      <sec>
        <title>Data Integration</title>
        <p>Integration of qualitative and quantitative data will occur at the data collection, interpretation, and reporting level with a convergent design [<xref ref-type="bibr" rid="ref62">62</xref>]. Qualitative and quantitative data collection occurs iteratively, with recurrent linking at multiple points for each of the evaluation objectives. For example, the fidelity assessment integrates findings from both reviews of medical records and individual interviews. Additionally, early quantitative results from the VCES on satisfaction with virtually delivered NAVIGATE will be used to guide adaptations of the client and family qualitative interviews, probing emergent quantitative findings. Similarly, findings from the qualitative interviews on service engagement may highlight the need for additional variables to be extracted in the reviews of medical records. Data sources will be woven together at the interpretation and reporting level through narrative integration and joint display methods [<xref ref-type="bibr" rid="ref62">62</xref>]. We will explore coherence of the quantitative and qualitative findings by reporting on “fit” of data integration [<xref ref-type="bibr" rid="ref62">62</xref>].</p>
      </sec>
    </sec>
    <sec sec-type="results">
      <title>Results</title>
      <p>The organic nature of the rapid initial transition to virtual care has facilitated more explicit and intentional adaptation and implementation of virtual NAVIGATE delivery at CAMH. This study was funded in September 2020, and as of this writing, we have begun to explore adaptations made by clinicians delivering the service (<xref ref-type="table" rid="table1">Table 1</xref>) and to augment these with additional supports. The results of the fidelity assessments, satisfaction surveys, qualitative interviews, and service engagement outcomes are expected to shed light on how best to deliver the core components of virtual NAVIGATE with quality and fidelity, and for whom this is most suitable.</p>
    </sec>
    <sec sec-type="discussion">
      <title>Discussion</title>
      <sec>
        <title>Expected Findings</title>
        <p>The onset of the COVID-19 pandemic has led to rapid transition of mental health services to virtual delivery, with little evidence to guide the transition from in-person mental health care to delivery via virtual care for young people with psychosis. Adaptations to the delivery of NAVIGATE core components have occurred organically and iteratively, requiring evaluation of how NAVIGATE may best be delivered to provide an effective intervention in a virtual setting. This study will identify how NAVIGATE core components are best delivered and provide essential knowledge on the fidelity, facilitators and barriers, and satisfaction with virtual NAVIGATE. Results will guide future program implementation in other EPI sites to better customize virtual NAVIGATE delivery to meet the needs and preferences of clients, family members, and care providers. Data on service engagement will improve early identification of youth likely to benefit from a virtual approach and those who may require an in-person component, either owing to digital equity issues, personal preference, or other factors. Insights into the barriers and facilitators to virtual NAVIGATE will guide further adaptations, future scale up, and identify health disparities that require further attention.</p>
        <p>In addition to supporting the delivery of high-quality care to youth with psychosis in the near future, the virtual delivery of EPI care may also be more accessible to youth and adaptable to low-resource and geographically remote settings well beyond the COVID-19 pandemic [<xref ref-type="bibr" rid="ref63">63</xref>].</p>
        <p>Individuals in rural communities tend to experience poorer health, greater disability, and higher mortality related to poor access to health care and limited availability of specialized health providers [<xref ref-type="bibr" rid="ref64">64</xref>]; Ontario has a population of approximately 14 million people spread across 1 million km<sup>2</sup> with mental health services concentrated in urban settings. If implementation of virtual NAVIGATE at CAMH results in high fidelity to the EPI model and demonstrates acceptability and feasibility, spread would first be coordinated across additional programs in Ontario through our existing collaboration with the EPI-SET study network of providers [<xref ref-type="bibr" rid="ref36">36</xref>]. These programs have similarly transitioned to virtual delivery; however, without the support of a dedicated virtual care program or evaluation tools to guide iterative adaptations. The EPI-SET study sites cover a large geographical region of Ontario and suburban, rural, and Northern regions. Because of their geographic spread, these sites have even more to gain from establishing effective ways to deliver high-quality EPI services virtually.</p>
        <p>We will also disseminate our results by preparing a manual on what is required to transition from in-person to virtual delivery of NAVIGATE. Additionally, we will engage in traditional knowledge translation activities by publishing manuscripts in open access journals and presenting our findings at conferences.</p>
      </sec>
      <sec>
        <title>Limitations</title>
        <p>The initial adaptations to NAVIGATE virtual delivery were organic, unplanned, and reactive, having been prompted by public health guidance for the COVID-19 pandemic. Emergent needs are being addressed iteratively and some additional tools, including provider satisfaction surveys, are still being validated as of this writing. Exposure to the intervention is dynamic over time not only because the intervention has evolved with additional supports but also because clients have received their care in different modalities, in part reflective of the changes in public health recommendations. It will be challenging to distinguish the impacts of the transition to virtual delivery on outcomes, including service engagement, from the impacts of the pandemic itself.</p>
      </sec>
      <sec>
        <title>Conclusions</title>
        <p>Out of necessity, mental health care has rapidly transitioned to virtual delivery in the absence of intentional and explicit guidance and evidence of quality outcomes. This study leverages existing clinical evidence and implementation science in the context of an emergent global pandemic to evaluate how best to adapt and deliver NAVIGATE virtually toward lasting improvements to quality and accessibility of services for youth with psychosis.</p>
      </sec>
    </sec>
  </body>
  <back>
    <app-group>
      <supplementary-material id="app1">
        <label>Multimedia Appendix 1</label>
        <p>STaRI checklist.</p>
        <media xlink:href="resprot_v10i12e34591_app1.pdf" xlink:title="PDF File  (Adobe PDF File), 236 KB"/>
      </supplementary-material>
      <supplementary-material id="app2">
        <label>Multimedia Appendix 2</label>
        <p>CIHR review reports.</p>
        <media xlink:href="resprot_v10i12e34591_app2.pdf" xlink:title="PDF File  (Adobe PDF File), 251 KB"/>
      </supplementary-material>
    </app-group>
    <glossary>
      <title>Abbreviations</title>
      <def-list>
        <def-item>
          <term id="abb1">CAMH</term>
          <def>
            <p>Centre for Addiction and Mental Health</p>
          </def>
        </def-item>
        <def-item>
          <term id="abb2">CFIR</term>
          <def>
            <p>Consolidated Framework for Implementation Research</p>
          </def>
        </def-item>
        <def-item>
          <term id="abb3">EPI</term>
          <def>
            <p>Early Psychosis Intervention</p>
          </def>
        </def-item>
        <def-item>
          <term id="abb4">EPI-SET</term>
          <def>
            <p>Early Psychosis Intervention-Spreading Evidence-based Treatment</p>
          </def>
        </def-item>
        <def-item>
          <term id="abb5">FEPS-FS</term>
          <def>
            <p>First Episode Psychosis Services Fidelity Scale</p>
          </def>
        </def-item>
        <def-item>
          <term id="abb6">FRAME</term>
          <def>
            <p>Framework for Reporting Adaptations and Modifications for Evidence-Based Interventions</p>
          </def>
        </def-item>
        <def-item>
          <term id="abb7">HEIA</term>
          <def>
            <p>Health Equity Impact Assessment</p>
          </def>
        </def-item>
        <def-item>
          <term id="abb8">IRT</term>
          <def>
            <p>Individual Resiliency Training</p>
          </def>
        </def-item>
        <def-item>
          <term id="abb9">RA</term>
          <def>
            <p>Rapid Analysis</p>
          </def>
        </def-item>
        <def-item>
          <term id="abb10">SEE</term>
          <def>
            <p>Supported Education and Employment</p>
          </def>
        </def-item>
        <def-item>
          <term id="abb11">StaRI</term>
          <def>
            <p>Standards for Reporting Implementation Studies</p>
          </def>
        </def-item>
        <def-item>
          <term id="abb12">VCES</term>
          <def>
            <p>Virtual Client Experience Survey</p>
          </def>
        </def-item>
        <def-item>
          <term id="abb13">VPES</term>
          <def>
            <p>Virtual Provider Experience Survey</p>
          </def>
        </def-item>
      </def-list>
    </glossary>
    <ack>
      <p>This study received funding from the Canadian Institutes of Health Research, the Ontario Ministry of Health (2020-2021), and University of Toronto Miner’s Lamp Innovation Fund - COVID-19 Response (2020-2022). This work is also supported in part by an Academic Scholars Award from the Department of Psychiatry, University of Toronto.</p>
    </ack>
    <fn-group>
      <fn fn-type="con">
        <p>WT, MB, AC, AV, DA, JA, JD, AK, PK, AP, SS, and NK drafted and revised sections of the protocol and approved the final version. TA, CB, SB, GF, CF, LF, SJ, KP, AS, VV, and WW made critical revisions on the protocol and approved the final version. MB developed the implementation evaluation. AC consulted on virtual health care delivery. AV consulted on the development of the project. DA consulted on the fidelity assessment plan. TA, KP, and VV consulted on evaluation of engagement of people with lived experience. JD developed the fidelity assessment plan. AP consulted on qualitative interviews. WW conducted statistical analysis and power calculations. NK was the principal investigator.</p>
      </fn>
      <fn fn-type="conflict">
        <p>None declared.</p>
      </fn>
    </fn-group>
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