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

McClatchey, Kirstie; Sheldon, Aimee; Steed, Liz; Sheringham, Jessica; Appiagyei, Francis; Price, David; Hammersley, Victoria; ... Pinnock, Hilary; + view all (2023) Development of a patient-centred electronic review template to support self-management in primary care. BJGP Open 10.3399/BJGPO.2022.0165. (In press). Green open access

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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.

Type: Article
Title: Development of a patient-centred electronic review template to support self-management in primary care
Location: England
Open access status: An open access version is available from UCL Discovery
DOI: 10.3399/BJGPO.2022.0165
Publisher version: https://doi.org/10.3399/BJGPO.2022.0165
Language: English
Additional information: Copyright © 2023, The Authors. This article is Open Access: CC BY license (https://creativecommons.org/licenses/by/4.0/)
UCL classification: UCL
UCL > Provost and Vice Provost Offices > School of Life and Medical Sciences
UCL > Provost and Vice Provost Offices > School of Life and Medical Sciences > Faculty of Population Health Sciences > Institute of Epidemiology and Health
UCL > Provost and Vice Provost Offices > School of Life and Medical Sciences > Faculty of Population Health Sciences > Institute of Epidemiology and Health > Applied Health Research
URI: https://discovery-pp.ucl.ac.uk/id/eprint/10166280
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