Helminski Danielle, Kurlander Jacob E, Renji Anjana Deep, Sussman Jeremy B, Pfeiffer Paul N, Conte Marisa L, Gadabu Oliver J, Kokaly Alex N, Goldberg Rebecca, Ranusch Allison, Damschroder Laura J, Landis-Lewis Zach
Department of Internal Medicine, University of Michigan, Ann Arbor, MI, United States.
Institute for Healthcare Policy and Innovation, University of Michigan, Ann Arbor, MI, United States.
JMIR Res Protoc. 2022 Mar 2;11(3):e34894. doi: 10.2196/34894.
Health care organizations increasingly depend on business intelligence tools, including "dashboards," to capture, analyze, and present data on performance metrics. Ideally, dashboards allow users to quickly visualize actionable data to inform and optimize clinical and organizational performance. In reality, dashboards are typically embedded in complex health care organizations with massive data streams and end users with distinct needs. Thus, designing effective dashboards is a challenging task and theoretical underpinnings of health care dashboards are poorly characterized; even the concept of the dashboard remains ill-defined. Researchers, informaticists, clinical managers, and health care administrators will benefit from a clearer understanding of how dashboards have been developed, implemented, and evaluated, and how the design, end user, and context influence their uptake and effectiveness.
This scoping review first aims to survey the vast published literature of "dashboards" to describe where, why, and for whom they are used in health care settings, as well as how they are developed, implemented, and evaluated. Further, we will examine how dashboard design and content is informed by intended purpose and end users.
In July 2020, we searched MEDLINE, Embase, Web of Science, and the Cochrane Library for peer-reviewed literature using a targeted strategy developed with a research librarian and retrieved 5188 results. Following deduplication, 3306 studies were screened in duplicate for title and abstract. Any abstracts mentioning a health care dashboard were retrieved in full text and are undergoing duplicate review for eligibility. Articles will be included for data extraction and analysis if they describe the development, implementation, or evaluation of a dashboard that was successfully used in routine workflow. Articles will be excluded if they were published before 2015, the full text is unavailable, they are in a non-English language, or they describe dashboards used for public health tracking, in settings where direct patient care is not provided, or in undergraduate medical education. Any discrepancies in eligibility determination will be adjudicated by a third reviewer. We chose to focus on articles published after 2015 and those that describe dashboards that were successfully used in routine practice to identify the most recent and relevant literature to support future dashboard development in the rapidly evolving field of health care informatics.
All articles have undergone dual review for title and abstract, with a total of 2019 articles mentioning use of a health care dashboard retrieved in full text for further review. We are currently reviewing all full-text articles in duplicate. We aim to publish findings by mid-2022. Findings will be reported following guidance from the PRISMA-ScR (Preferred Reporting Items for Systematic Reviews and Meta-Analyses extension for Scoping Reviews) checklist.
This scoping review will provide stakeholders with an overview of existing dashboard tools, highlighting the ways in which dashboards have been developed, implemented, and evaluated in different settings and for different end user groups, and identify potential research gaps. Findings will guide efforts to design and use dashboards in the health care sector more effectively.
INTERNATIONAL REGISTERED REPORT IDENTIFIER (IRRID): DERR1-10.2196/34894.
医疗保健组织越来越依赖商业智能工具，包括“仪表板”，来收集、分析和呈现绩效指标数据。理想情况下，仪表板能让用户快速直观地看到可采取行动的数据，以指导和优化临床及组织绩效。实际上，仪表板通常嵌入复杂的医疗保健组织中，这些组织有海量数据流，终端用户需求各异。因此，设计有效的仪表板是一项具有挑战性的任务，医疗保健仪表板的理论基础也 poorly characterized；甚至仪表板的概念仍不明确。研究人员、信息学家、临床管理人员和医疗保健管理人员将受益于更清楚地了解仪表板是如何开发、实施和评估的，以及设计、终端用户和背景如何影响其采用和有效性。
本范围综述首先旨在调查关于“仪表板”的大量已发表文献，以描述它们在医疗保健环境中的使用地点、原因和对象，以及它们是如何开发、实施和评估的。此外，我们将研究仪表板设计和内容是如何受预期目的和终端用户影响的。
2020年7月，我们使用与研究馆员共同制定的针对性策略，在MEDLINE、Embase、科学引文索引和考克兰图书馆中搜索同行评审文献，检索到5188条结果。去重后，对3306项研究的标题和摘要进行了重复筛选。任何提及医疗保健仪表板的摘要都被全文检索，并正在进行重复评审以确定是否符合资格。如果文章描述了在常规工作流程中成功使用的仪表板的开发、实施或评估，将被纳入数据提取和分析。如果文章发表于2015年之前、全文不可用、为非英语语言，或描述用于公共卫生跟踪、未提供直接患者护理的环境或本科医学教育中的仪表板，则将被排除。资格确定中的任何差异将由第三位评审员裁决。我们选择关注2015年之后发表的文章以及那些描述在常规实践中成功使用的仪表板的文章，以识别最新和相关的文献，以支持快速发展的医疗保健信息学领域未来的仪表板开发。
所有文章的标题和摘要都经过了双重评审，共有2019篇提及使用医疗保健仪表板的文章被全文检索以供进一步评审。我们目前正在对所有全文文章进行重复评审。我们计划在2022年年中公布研究结果。研究结果将按照PRISMA-ScR（系统评价和元分析扩展的范围综述的首选报告项目）清单的指导进行报告。
本范围综述将为利益相关者提供现有仪表板工具的概述，突出仪表板在不同环境和针对不同终端用户群体的开发、实施和评估方式，并识别潜在的研究差距。研究结果将指导在医疗保健领域更有效地设计和使用仪表板的工作。
国际注册报告识别号（IRRID）：DERR1-10.2196/34894 。
