Antonacci Grazia, Lennox Laura, Barlow James, Evans Liz, Reed Julie
Department of Primary Care and Public Health, Imperial College London, National Institute of Health Research (NIHR) Applied Research Collaboration (ARC) Northwest London, London, UK.
Business School, Centre for Health Economics and Policy Innovation (CHEPI), Imperial College London, London, UK.
BMC Health Serv Res. 2021 Apr 14;21(1):342. doi: 10.1186/s12913-021-06254-1.
Process mapping (PM) supports better understanding of complex systems and adaptation of improvement interventions to their local context. However, there is little research on its use in healthcare. This study (i) proposes a conceptual framework outlining quality criteria to guide the effective implementation, evaluation and reporting of PM in healthcare; (ii) reviews published PM cases to identify context and quality of PM application, and the reported benefits of using PM in healthcare.
We developed the conceptual framework by reviewing methodological guidance on PM and empirical literature on its use in healthcare improvement interventions. We conducted a systematic review of empirical literature using PRISMA (Preferred Reporting Items for Systematic Reviews and Meta-Analyses) methodology. Inclusion criteria were: full text empirical study; describing the process through which PM has been applied in a healthcare setting; published in English. Databases searched are: Medline, Embase, HMIC-Health Management Information Consortium, CINAHL-Cumulative Index to Nursing and Allied Health Literature, Scopus. Two independent reviewers extracted and analysed data. Each manuscript underwent line by line coding. The conceptual framework was used to evaluate adherence of empirical studies to the identified PM quality criteria. Context in which PM is used and benefits of using PM were coded using an inductive thematic analysis approach.
The framework outlines quality criteria for each PM phase: (i) preparation, planning and process identification, (ii) data and information gathering, (iii) process map generation, (iv) analysis, (v) taking it forward. PM is used in a variety of settings and approaches to improvement. None of the reviewed studies (N = 105) met all ten quality criteria; 7% were compliant with 8/10 or 9/10 criteria. 45% of studies reported that PM was generated through multi-professional meetings and 15% reported patient involvement. Studies highlighted the value of PM in navigating the complexity characterising healthcare improvement interventions.
The full potential of PM is inhibited by variance in reporting and poor adherence to underpinning principles. Greater rigour in the application of the method is required. We encourage the use and further development of the proposed framework to support training, application and reporting of PM.
Prospero ID: CRD42017082140.
流程映射(PM)有助于更好地理解复杂系统,并使改进措施适应当地情况。然而,关于其在医疗保健领域应用的研究很少。本研究(i)提出了一个概念框架,概述了质量标准,以指导医疗保健中PM的有效实施、评估和报告;(ii)回顾已发表的PM案例,以确定PM应用的背景和质量,以及在医疗保健中使用PM所报告的益处。
我们通过回顾关于PM的方法学指南以及其在医疗保健改进干预措施中应用的实证文献,制定了概念框架。我们使用PRISMA(系统评价和Meta分析的首选报告项目)方法对实证文献进行了系统评价。纳入标准为:全文实证研究;描述在医疗环境中应用PM的过程;英文发表。检索的数据库有:Medline、Embase、HMIC - 健康管理信息联盟、CINAHL - 护理及相关健康文献累积索引、Scopus。两名独立评审员提取并分析数据。每篇手稿都进行了逐行编码。概念框架用于评估实证研究对确定的PM质量标准的遵守情况。使用归纳主题分析方法对使用PM的背景和使用PM的益处进行编码。
该框架概述了每个PM阶段的质量标准:(i)准备、规划和流程识别,(ii)数据和信息收集,(iii)流程地图生成,(iv)分析,(v)推进。PM用于各种改进的环境和方法中。所审查的研究(N = 105)均未全部满足所有十个质量标准;7%符合8/10或9/10标准。45%的研究报告称PM是通过多专业会议生成的,15%报告有患者参与。研究强调了PM在应对医疗保健改进干预措施复杂性方面的价值。
报告的差异和对基本原则的遵守不力抑制了PM的全部潜力。该方法的应用需要更高的严谨性。我们鼓励使用并进一步开发所提出的框架,以支持PM的培训、应用和报告。
Prospero ID:CRD42017082140。