Barton Hanna J, Salwei Megan E, Rutkowski Rachel A, Wust Kathryn, Krause Sheryl, Hoonakker Peter Lt, Dail Paula vW, Buckley Denise M, Eastman Alexis, Ehlenfeldt Brad, Patterson Brian W, Shah Manish N, King Barbara J, Werner Nicole E, Carayon Pascale
Wisconsin Institute for Healthcare Systems Engineering, University of Wisconsin-Madison, Madison, WI, United States.
Department of Industrial and Systems Engineering, University of Wisconsin-Madison, Madison, WI, United States.
JMIR Hum Factors. 2023 Mar 9;10:e43729. doi: 10.2196/43729.
Heuristic evaluations, while commonly used, may inadequately capture the severity of identified usability issues. In the domain of health care, usability issues can pose different levels of risk to patients. Incorporating diverse expertise (eg, clinical and patient) in the heuristic evaluation process can help assess and address potential negative impacts on patient safety that may otherwise go unnoticed. One document that should be highly usable for patients-with the potential to prevent adverse outcomes-is the after visit summary (AVS). The AVS is the document given to a patient upon discharge from the emergency department (ED), which contains instructions on how to manage symptoms, medications, and follow-up care.
This study aims to assess a multistage method for integrating diverse expertise (ie, clinical, an older adult care partner, and health IT) with human factors engineering (HFE) expertise in the usability evaluation of the patient-facing ED AVS.
We conducted a three-staged heuristic evaluation of an ED AVS using heuristics developed for use in evaluating patient-facing documentation. In stage 1, HFE experts reviewed the AVS to identify usability issues. In stage 2, 6 experts of varying expertise (ie, emergency medicine physicians, ED nurses, geriatricians, transitional care nurses, and an older adult care partner) rated each previously identified usability issue on its potential impact on patient comprehension and patient safety. Finally, in stage 3, an IT expert reviewed each usability issue to identify the likelihood of successfully addressing the issue.
In stage 1, we identified 60 usability issues that violated a total of 108 heuristics. In stage 2, 18 additional usability issues that violated 27 heuristics were identified by the study experts. Impact ratings ranged from all experts rating the issue as "no impact" to 5 out of 6 experts rating the issue as having a "large negative impact." On average, the older adult care partner representative rated usability issues as being more significant more of the time. In stage 3, 31 usability issues were rated by an IT professional as "impossible to address," 21 as "maybe," and 24 as "can be addressed."
Integrating diverse expertise when evaluating usability is important when patient safety is at stake. The non-HFE experts, included in stage 2 of our evaluation, identified 23% (18/78) of all the usability issues and, depending on their expertise, rated those issues as having differing impacts on patient comprehension and safety. Our findings suggest that, to conduct a comprehensive heuristic evaluation, expertise from all the contexts in which the AVS is used must be considered. Combining those findings with ratings from an IT expert, usability issues can be strategically addressed through redesign. Thus, a 3-staged heuristic evaluation method offers a framework for integrating context-specific expertise efficiently, while providing practical insights to guide human-centered design.
启发式评估虽被广泛使用,但可能无法充分捕捉已识别的可用性问题的严重性。在医疗保健领域,可用性问题可能对患者构成不同程度的风险。在启发式评估过程中纳入不同的专业知识(如临床和患者方面的知识)有助于评估和解决可能被忽视的对患者安全的潜在负面影响。对患者来说应该具有高度可用性且有可能预防不良后果的一份文件是就诊后总结(AVS)。AVS是患者从急诊科(ED)出院时收到的文件,其中包含有关如何管理症状、用药和后续护理的说明。
本研究旨在评估一种多阶段方法,该方法将不同的专业知识(即临床、老年护理伙伴和健康信息技术方面的专业知识)与人为因素工程(HFE)专业知识整合到面向患者的急诊科AVS的可用性评估中。
我们使用为评估面向患者的文档而开发的启发式方法,对急诊科AVS进行了三阶段启发式评估。在第1阶段,HFE专家审查AVS以识别可用性问题。在第2阶段,6名具有不同专业知识的专家(即急诊医学医生、急诊科护士、老年病科医生、过渡护理护士和一名老年护理伙伴)对每个先前识别出的可用性问题对患者理解和患者安全的潜在影响进行评分。最后,在第3阶段,一名信息技术专家审查每个可用性问题,以确定成功解决该问题的可能性。
在第1阶段,我们识别出60个可用性问题,这些问题总共违反了108条启发式规则。在第2阶段,研究专家又识别出18个违反27条启发式规则的可用性问题。影响评分范围从所有专家将该问题评为“无影响”到6名专家中有5名将该问题评为具有“重大负面影响”。平均而言,老年护理伙伴代表更多时候将可用性问题评为更严重。在第3阶段,一名信息技术专业人员将31个可用性问题评为“无法解决”,21个评为“可能”,24个评为“可以解决”。
当患者安全受到威胁时,在评估可用性时整合不同专业知识很重要。我们评估的第2阶段中纳入的非HFE专家识别出了所有可用性问题的23%(18/78),并且根据他们的专业知识,将这些问题评为对患者理解和安全有不同影响。我们的研究结果表明,要进行全面的启发式评估,必须考虑AVS使用的所有背景下的专业知识。将这些结果与信息技术专家的评分相结合,可以通过重新设计从战略上解决可用性问题。因此,三阶段启发式评估方法提供了一个框架,可有效地整合特定背景的专业知识,同时提供实用见解以指导以人为本的设计。