Center for Outcomes Research, Houston Methodist Hospital, Houston, TX, United States.
University of Texas Health Science Center, McGovern Medical School, Houston, TX, United States.
J Med Internet Res. 2021 Feb 25;23(2):e23493. doi: 10.2196/23493.
BACKGROUND: Use of patient portals has been associated with positive outcomes in patient engagement and satisfaction. Portal studies have also connected portal use, as well as the nature of users' interactions with portals, and the contents of their generated data to meaningful cost and quality outcomes. Incentive programs in the United States have encouraged uptake of health information technology, including patient portals, by setting standards for meaningful use of such technology. However, despite widespread interest in patient portal use and adoption, studies on patient portals differ in actual metrics used to operationalize and track utilization, leading to unsystematic and incommensurable characterizations of use. No known review has systematically assessed the measurements used to investigate patient portal utilization. OBJECTIVE: The objective of this study was to apply systematic review criteria to identify and compare methods for quantifying and reporting patient portal use. METHODS: Original studies with quantifiable metrics of portal use published in English between 2014 and the search date of October 17, 2018, were obtained from PubMed using the Medical Subject Heading term "Patient Portals" and related keyword searches. The first search round included full text review of all results to confirm a priori data charting elements of interest and suggest additional categories inductively; this round was supplemented by the retrieval of works cited in systematic reviews (based on title screening of all citations). An additional search round included broader keywords identified during the full-text review of the first round. Second round results were screened at abstract level for inclusion and confirmed by at least two raters. Included studies were analyzed for metrics related to basic use/adoption, frequency of use, duration metrics, intensity of use, and stratification of users into "super user" or high utilizers. Additional categories related to provider (including care team/administrative) use of the portal were identified inductively. Additional analyses included metrics aligned with meaningful use stage 2 (MU-2) categories employed by the US Centers for Medicare and Medicaid Services and the association between the number of portal metrics examined and the number of citations and the journal impact factor. RESULTS: Of 315 distinct search results, 87 met the inclusion criteria. Of the a priori metrics, plus provider use, most studies included either three (26 studies, 30%) or four (23 studies, 26%) metrics. Nine studies (10%) only reported the patient use/adoption metric and only one study (1%) reported all six metrics. Of the US-based studies (n=76), 18 (24%) were explicitly motivated by MU-2 compliance; 40 studies (53%) at least mentioned these incentives, but only 6 studies (8%) presented metrics from which compliance rates could be inferred. Finally, the number of metrics examined was not associated with either the number of citations or the publishing journal's impact factor. CONCLUSIONS: Portal utilization measures in the research literature can fall below established standards for "meaningful" or they can substantively exceed those standards in the type and number of utilization properties measured. Understanding how patient portal use has been defined and operationalized may encourage more consistent, well-defined, and perhaps more meaningful standards for utilization, informing future portal development.
背景:患者门户的使用与患者参与度和满意度的积极结果相关。门户研究还将门户的使用情况以及用户与门户的交互性质及其生成数据的内容与有意义的成本和质量结果联系起来。美国的激励计划鼓励采用健康信息技术,包括患者门户,为这种技术的有意义使用设定了标准。然而,尽管人们对患者门户的使用和采用普遍感兴趣,但患者门户的研究在用于实施和跟踪利用的实际指标上存在差异,导致利用情况的描述不系统且不可比较。没有已知的评论系统地评估了用于调查患者门户利用情况的测量方法。
目的:本研究的目的是应用系统评价标准来识别和比较量化和报告患者门户使用情况的方法。
方法:使用医学主题词“患者门户”和相关关键字搜索,从 PubMed 中获取 2014 年至 2018 年 10 月 17 日搜索日期发表的使用门户使用可量化指标的原始研究。第一轮搜索包括对所有结果的全文审查,以确认预先确定的数据图表元素的兴趣,并提出额外的类别进行归纳;这一轮还通过检索系统评价中的参考文献(根据所有引用的标题筛选)进行补充。第二轮搜索包括在第一轮全文审查期间确定的更广泛的关键字。第二轮结果在摘要水平上进行筛选以纳入,并由至少两名评分者确认。对纳入的研究进行了与基本使用/采用、使用频率、持续时间指标、使用强度以及将用户分层为“超级用户”或高使用者相关的指标分析。还归纳了与提供者(包括护理团队/行政)使用门户相关的其他类别。其他分析包括与美国医疗保险和医疗补助服务中心使用的有意义使用阶段 2(MU-2)类别一致的指标,以及检查的门户指标数量与引用数量和期刊影响因子之间的关系。
结果:在 315 个不同的搜索结果中,有 87 个符合纳入标准。在预先确定的指标中,再加上提供者使用,大多数研究都包含三个(26 项研究,30%)或四个(23 项研究,26%)指标。有 9 项研究(10%)仅报告了患者使用/采用指标,只有 1 项研究(1%)报告了所有 6 项指标。在基于美国的研究(n=76)中,18 项(24%)明确以 MU-2 合规为动机;40 项研究(53%)至少提到了这些激励措施,但只有 6 项研究(8%)提出了可以推断合规率的指标。最后,检查的指标数量与引用数量或出版期刊的影响因子均无关。
结论:研究文献中的门户利用措施可能低于“有意义”的既定标准,或者在测量的利用属性的类型和数量上实质性地超过这些标准。了解患者门户的使用情况如何定义和实施,可能会鼓励更一致、更明确、也许更有意义的利用标准,为未来的门户发展提供信息。
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