Development of a patient-centred electronic review template to support self-management in primary care

Kirstie McClatchey; Aimee Sheldon; Liz Steed; Jessica Sheringham; Francis Appiagyei; David Price; Victoria Hammersley; Stephanie Taylor; Hilary Pinnock

doi:10.3399/BJGPO.2022.0165

Development of a patient-centred electronic review template to support self-management in primary care

Kirstie McClatchey, Aimee Sheldon, Liz Steed, Jessica Sheringham, Francis Appiagyei, David Price, Victoria Hammersley, Stephanie Taylor, Hilary Pinnock

Research output: Contribution to journal › Article › peer-review

Abstract / Description of output

Background Electronic templates are frequently used in long-term condition reviews (e.g. asthma) to act as reminders and improve documentation, however, they can restrict patient-centred care and opportunities for patients to discuss concerns and self-management.

Aim The IMPlementing IMProved Asthma self-management as RouTine (IMP2ART) programme aimed to develop a patient-centred asthma review template that encourages supported self-management.

Design & setting This was a mixed-methods study, which integrated qualitative and systematic review data, primary care Professional Advisory Group feedback, and qualitative data from clinician interviews.

Method Aligned with the Medical Research Council complex intervention framework, a template was developed in three phases: 1) Development phase: qualitative exploration with clinicians and patients, a systematic review, and prototype template development; 2) Feasibility pilot phase: feedback from clinicians (n=7); 3) Pre-piloting phase: delivering the template within the IMP2ART implementation strategy (incorporating the template with patient and professional resources) and eliciting clinician feedback (n=6).

Results Template development was guided by the preliminary qualitative work and the systematic review. A prototype template was developed with an opening question to establish patient agendas, and a closing prompt to confirm agendas have been addressed and an asthma action plan provided. The feasibility pilot identified refinements needed, including focusing the opening question to asthma. Pre-piloting ensured integration with the IMP2ART strategy.

Conclusion Following the multi-stage development process, the implementation strategy including the asthma review template is now being tested in a cluster randomised controlled trial.

Original language	English
Journal	British Journal of General Practice Open (BJGP Open)
Early online date	3 Mar 2023
DOIs	https://doi.org/10.3399/BJGPO.2022.0165
Publication status	E-pub ahead of print - 3 Mar 2023

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Cite this

@article{8375410c4e11448e95c82f49da11eb83,

title = "Development of a patient-centred electronic review template to support self-management in primary care",

abstract = "Background Electronic templates are frequently used in long-term condition reviews (e.g. asthma) to act as reminders and improve documentation, however, they can restrict patient-centred care and opportunities for patients to discuss concerns and self-management.Aim The IMPlementing IMProved Asthma self-management as RouTine (IMP2ART) programme aimed to develop a patient-centred asthma review template that encourages supported self-management.Design & setting This was a mixed-methods study, which integrated qualitative and systematic review data, primary care Professional Advisory Group feedback, and qualitative data from clinician interviews.Method Aligned with the Medical Research Council complex intervention framework, a template was developed in three phases: 1) Development phase: qualitative exploration with clinicians and patients, a systematic review, and prototype template development; 2) Feasibility pilot phase: feedback from clinicians (n=7); 3) Pre-piloting phase: delivering the template within the IMP2ART implementation strategy (incorporating the template with patient and professional resources) and eliciting clinician feedback (n=6).Results Template development was guided by the preliminary qualitative work and the systematic review. A prototype template was developed with an opening question to establish patient agendas, and a closing prompt to confirm agendas have been addressed and an asthma action plan provided. The feasibility pilot identified refinements needed, including focusing the opening question to asthma. Pre-piloting ensured integration with the IMP2ART strategy.Conclusion Following the multi-stage development process, the implementation strategy including the asthma review template is now being tested in a cluster randomised controlled trial.",

author = "Kirstie McClatchey and Aimee Sheldon and Liz Steed and Jessica Sheringham and Francis Appiagyei and David Price and Victoria Hammersley and Stephanie Taylor and Hilary Pinnock",

note = "Funding Information: The authors acknowledge all members of the IMP2ART group for their contributions including: Brian McKinstry, Aziz Sheikh (University of Edinburgh); Sandra Eldridge, Chris Griffiths, Chris Newby (Queen Mary University of London); Steven Julious (University of Sheffield); Deborah Fitzsimmons (University of Swansea); Ann-Louise Caress (University of Huddersfield). Dr Susan Morrow was Programme Manager during early stages of this work; Emily Healy and Lesley Gardner provided invaluable administrative support. They are grateful to members of the IMP2ART Primary Care Respiratory Society Professional Advisory Group, coordinated by Dr Steve Holmes, and to the IMP2ART Patient and Public Involvement Group, coordinated by Dr Tracy Jackson. They thank the primary care general practices that participated in this study. They acknowledge the helpful advice of the Independent Programme Steering Committee chaired by Professor Robbie Foy. Funding Information: This work was supported by the National Institute for Health and Care Research (NIHR) Programme Grants for Applied Research [RP-PG-1016–20008]. The views expressed are those of the authors and not necessarily those of the NIHR or the Department of Health and Social Care. Publisher Copyright: {\textcopyright} 2023, The Authors, All Rights Reserved",

year = "2023",

month = mar,

day = "3",

doi = "10.3399/BJGPO.2022.0165",

language = "English",

journal = "British Journal of General Practice Open (BJGP Open)",

issn = "2398-3795",

publisher = "Royal College of General Practitioners",

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T1 - Development of a patient-centred electronic review template to support self-management in primary care

AU - McClatchey, Kirstie

AU - Sheldon, Aimee

AU - Steed, Liz

AU - Sheringham, Jessica

AU - Appiagyei, Francis

AU - Price, David

AU - Hammersley, Victoria

AU - Taylor, Stephanie

AU - Pinnock, Hilary

N1 - Funding Information: The authors acknowledge all members of the IMP2ART group for their contributions including: Brian McKinstry, Aziz Sheikh (University of Edinburgh); Sandra Eldridge, Chris Griffiths, Chris Newby (Queen Mary University of London); Steven Julious (University of Sheffield); Deborah Fitzsimmons (University of Swansea); Ann-Louise Caress (University of Huddersfield). Dr Susan Morrow was Programme Manager during early stages of this work; Emily Healy and Lesley Gardner provided invaluable administrative support. They are grateful to members of the IMP2ART Primary Care Respiratory Society Professional Advisory Group, coordinated by Dr Steve Holmes, and to the IMP2ART Patient and Public Involvement Group, coordinated by Dr Tracy Jackson. They thank the primary care general practices that participated in this study. They acknowledge the helpful advice of the Independent Programme Steering Committee chaired by Professor Robbie Foy. Funding Information: This work was supported by the National Institute for Health and Care Research (NIHR) Programme Grants for Applied Research [RP-PG-1016–20008]. The views expressed are those of the authors and not necessarily those of the NIHR or the Department of Health and Social Care. Publisher Copyright: © 2023, The Authors, All Rights Reserved

PY - 2023/3/3

Y1 - 2023/3/3

N2 - Background Electronic templates are frequently used in long-term condition reviews (e.g. asthma) to act as reminders and improve documentation, however, they can restrict patient-centred care and opportunities for patients to discuss concerns and self-management.Aim The IMPlementing IMProved Asthma self-management as RouTine (IMP2ART) programme aimed to develop a patient-centred asthma review template that encourages supported self-management.Design & setting This was a mixed-methods study, which integrated qualitative and systematic review data, primary care Professional Advisory Group feedback, and qualitative data from clinician interviews.Method Aligned with the Medical Research Council complex intervention framework, a template was developed in three phases: 1) Development phase: qualitative exploration with clinicians and patients, a systematic review, and prototype template development; 2) Feasibility pilot phase: feedback from clinicians (n=7); 3) Pre-piloting phase: delivering the template within the IMP2ART implementation strategy (incorporating the template with patient and professional resources) and eliciting clinician feedback (n=6).Results Template development was guided by the preliminary qualitative work and the systematic review. A prototype template was developed with an opening question to establish patient agendas, and a closing prompt to confirm agendas have been addressed and an asthma action plan provided. The feasibility pilot identified refinements needed, including focusing the opening question to asthma. Pre-piloting ensured integration with the IMP2ART strategy.Conclusion Following the multi-stage development process, the implementation strategy including the asthma review template is now being tested in a cluster randomised controlled trial.

AB - Background Electronic templates are frequently used in long-term condition reviews (e.g. asthma) to act as reminders and improve documentation, however, they can restrict patient-centred care and opportunities for patients to discuss concerns and self-management.Aim The IMPlementing IMProved Asthma self-management as RouTine (IMP2ART) programme aimed to develop a patient-centred asthma review template that encourages supported self-management.Design & setting This was a mixed-methods study, which integrated qualitative and systematic review data, primary care Professional Advisory Group feedback, and qualitative data from clinician interviews.Method Aligned with the Medical Research Council complex intervention framework, a template was developed in three phases: 1) Development phase: qualitative exploration with clinicians and patients, a systematic review, and prototype template development; 2) Feasibility pilot phase: feedback from clinicians (n=7); 3) Pre-piloting phase: delivering the template within the IMP2ART implementation strategy (incorporating the template with patient and professional resources) and eliciting clinician feedback (n=6).Results Template development was guided by the preliminary qualitative work and the systematic review. A prototype template was developed with an opening question to establish patient agendas, and a closing prompt to confirm agendas have been addressed and an asthma action plan provided. The feasibility pilot identified refinements needed, including focusing the opening question to asthma. Pre-piloting ensured integration with the IMP2ART strategy.Conclusion Following the multi-stage development process, the implementation strategy including the asthma review template is now being tested in a cluster randomised controlled trial.

U2 - 10.3399/BJGPO.2022.0165

DO - 10.3399/BJGPO.2022.0165

M3 - Article

SN - 2398-3795

JO - British Journal of General Practice Open (BJGP Open)

JF - British Journal of General Practice Open (BJGP Open)

ER -

Development of a patient-centred electronic review template to support self-management in primary care

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