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

Kirstie McClatchey* (Corresponding Author), Aimee Sheldon, Liz Steed, Jessica Sheringham, Francis Appiagyei, David Price, Vicky Hammersley, Stephanie Taylor, Hilary Pinnock

*Corresponding author for this work

Research output: Contribution to journalArticlepeer-review

2 Citations (Scopus)

Abstract

Background Electronic templates are frequently used in long-term condition (LTC) reviews (for example, 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 the following three phases: (1) development phase, which consisted of a qualitative exploration with clinicians and patients, a systematic review, and prototype template development; (2) feasibility pilot phase, which involved feedback from clinicians (n = 7); and (3) pre-piloting phase, which consisted of 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 on 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 languageEnglish
Article number2022.0165
Number of pages9
JournalBJGP Open
Volume7
Issue number2
Early online date27 Jun 2023
DOIs
Publication statusPublished - 27 Jun 2023

Bibliographical 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.

Data Availability Statement

The data that support the findings of this study are available from the corresponding author upon reasonable request.

Keywords

  • asthma
  • general practice
  • primary health care
  • self-management

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