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远程医疗的成功因素——一项案例研究。

Success factors for telehealth--a case study.

作者信息

Moehr J R, Schaafsma J, Anglin C, Pantazi S V, Grimm N A, Anglin S

机构信息

School of Health Information Science, University of Victoria, P.O. Box 3050 STN CSC, Victoria, BC, Canada V8W 3P5.

出版信息

Int J Med Inform. 2006 Oct-Nov;75(10-11):755-63. doi: 10.1016/j.ijmedinf.2005.11.001. Epub 2006 Jan 4.

Abstract

PURPOSE

To present the lessons learned from an evaluation of a comprehensive telehealth project regarding success factors and evaluation methodology for such projects.

METHODS

A recent experience with the evaluation of new telehealth services in BC, Canada, is summarized. Two domains of clinical applications, as well as educational and administrative uses, and the project environment were evaluated. In order to contribute to the success of the project, the evaluation included formative and summative approaches employing qualitative and quantitative methods with data collection from telehealth events, participants and existing databases. The evaluation had to be carried out under severe budgetary and time constraints. We therefore deliberately chose a broad ranging exploratory approach within a framework provided, and generated questions to be answered on the basis of initial observations and participant driven interviews with progressively more focused and detailed data gathering, including perusal of a variety of existing data sources. A unique feature was an economic evaluation using static simulation models.

RESULTS

The evaluation yielded rich and detailed data, which were able to explain a number of unanticipated findings. One clinical application domain was cancelled after 6 months, the other continues. The factors contributing to success include: Focus on chronic conditions which require visual information for proper management. Involvement of established teams in regular scheduled visits or in sessions scheduled well in advance. Problems arose with: Ad hoc applications, in particular under emergency conditions. Applications that disregard established referral patterns. Applications that support only part of a unit's services. The latter leads to the service mismatch dilemma (SMMD) with the end result that even those e-health services provided are not used. The problems encountered were compounded by issues arising from the manner in which the telehealth services had been introduced, in particular the lack of time for preparation and establishment of routine use. Educational applications had significant clinical benefits. Administrative applications generated savings which exceeded the substantial capital investment and made educational and clinical applications available at variable cost.

CONCLUSION

Evaluation under severe constraints can yield rich information. The identified success factors, including provision of an overarching architecture and infrastructure, strong program management, thorough needs analysis and detailing applications to match the identified needs should improve the sustainability of e-health projects. Insights gained: Existing assumptions before the study was conducted: Evaluation has to proceed from identified questions according to a rigorous experimental design. Emergency and trauma services in remote regions can and should be supported via telehealth based on video-conferencing. Educational applications of telehealth directed at providers are beneficial for recruitment and retention of providers in remote areas. Insights gained by the study: An exploratory approach to evaluation using a multiplicity of methods can yield rich and detailed information even under severe constraints. Ad hoc and emergency clinical applications of telehealth can present problems unless they are based on thorough, detailed analyses of environment and need, conform to established practice patterns and rely on established trusting collaborative relationships. Less difficult applications should be introduced before attempting to support use under emergency conditions. Educational applications are of interest beyond the provider community to patients, family and community members, and have clinical value. In large, sparsely populated areas with difficult travel conditions administrative applications by themselves generate savings that compensate for the substantial capital investment for telehealth required for clinical applications.

摘要

目的

介绍从一项综合远程医疗项目评估中汲取的经验教训,内容涉及此类项目的成功因素和评估方法。

方法

总结了加拿大不列颠哥伦比亚省近期对新型远程医疗服务进行评估的经验。对临床应用的两个领域以及教育和行政用途,还有项目环境进行了评估。为推动项目成功,评估采用了形成性和总结性方法,运用定性和定量手段,从远程医疗活动、参与者及现有数据库收集数据。评估必须在严格的预算和时间限制下开展。因此,我们在既定框架内特意选择了广泛的探索性方法,根据初步观察结果和参与者主导的访谈提出问题,并逐步进行更有针对性和详细的数据收集,包括研读各种现有数据源。一个独特之处是使用静态模拟模型进行经济评估。

结果

评估产生了丰富而详细的数据,能够解释一些意外发现。一个临床应用领域在6个月后取消,另一个仍在继续。促成成功的因素包括:关注需要视觉信息进行妥善管理的慢性病。成熟团队参与定期预约就诊或提前很久安排的会诊。出现的问题有:临时应用,尤其是在紧急情况下。无视既定转诊模式的应用。仅支持单位部分服务的应用。后者导致服务不匹配困境(SMMD),最终结果是即使提供了电子健康服务也无人使用。远程医疗服务引入方式引发的问题使所遇到的问题更加复杂,特别是缺乏准备时间和建立常规使用的时间。教育应用具有显著的临床益处。行政应用节省的费用超过了大量资本投资,并以可变成本提供了教育和临床应用。

结论

在严格限制条件下进行评估仍可产生丰富信息。确定的成功因素,包括提供总体架构和基础设施、强有力的项目管理、全面的需求分析以及根据确定的需求详细设计应用,应能提高电子健康项目的可持续性。获得的见解:研究开展前的现有假设:评估必须根据严格的实验设计从已确定的问题出发。偏远地区的急诊和创伤服务可以而且应该通过基于视频会议的远程医疗得到支持。针对提供者的远程医疗教育应用有利于在偏远地区招募和留住提供者。研究获得的见解:即使在严格限制条件下,采用多种方法的探索性评估方法也能产生丰富而详细的信息。远程医疗的临时和紧急临床应用可能会出现问题,除非它们基于对环境和需求的全面、详细分析,符合既定的实践模式并依赖既定的信任合作关系。在尝试支持紧急情况下的使用之前,应先引入难度较小的应用。教育应用除了对提供者群体有意义外,对患者、家庭和社区成员也有意义,并且具有临床价值。在地域广阔、人口稀少且交通不便的地区,行政应用本身就能节省费用,足以补偿临床应用所需远程医疗的大量资本投资。

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