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为务实试验中的关键角色开发原型:实施以人为本的设计以促进初级保健中的预先护理规划。

Developing archetypes for key roles in a pragmatic trial: implementing human-centered design to promote advance care planning in primary care.

作者信息

Abshire Saylor Martha, Scerpella Danny, Chapin Margo, Jajodia Anushka, Kadali Amrutha J, Colburn Jessica L, Cotter Valerie, Wolff Jennifer L

机构信息

Johns Hopkins School of Nursing, 525 N. Wolfe St, Baltimore, MD, 21205P, USA.

Johns Hopkins Bloomberg School of Public Health, Baltimore, MD, USA.

出版信息

Implement Sci Commun. 2025 Jan 6;6(1):3. doi: 10.1186/s43058-024-00683-9.

DOI:10.1186/s43058-024-00683-9
PMID:39763004
原文链接:https://pmc.ncbi.nlm.nih.gov/articles/PMC11705709/
Abstract

BACKGROUND

Archetypes are representations of a group of people with shared behaviors, attitudes, and characteristics. The design and use of archetypes have potential application to increase partnership and support when embedding and scaling interventions but methodological approaches have not been developed.

OBJECTIVE

To describe the methodology of designing archetypes for use in a pragmatic trial of advance care planning in the primary care context, SHARING Choices ((NCT04819191). We present resulting archetypes representing three key roles (primary care champion, advance care planning facilitator, and patient) in our pragmatic trial.

METHODS

Our process for developing archetypes involved 4 steps: 1) Identify roles for archetype development, 2) Identify Shareholders and Data Sources for Archetype Development, 3) Generate unique archetypes and their distinguishing traits, and 4) Iteratively refine archetypes through exposure, scrutiny, and shareholder input. We also developed a process map to communicate our methodology.

RESULTS

We created 6 distinct archetypes for the primary care champion role, 5 archetypes for the advance care planning facilitator role and 6 archetypes for the patient role. For each archetype we described strengths, challenges, prevailing emotions, and successful approaches to collaboration (e.g., "what works for me"). Unique opportunities for synergy between archetypes (such as with facilitator and champion) and potential challenges between archetypes (such as for facilitator and patient) suggest ways to improve training and support of key roles.

DISCUSSION

Our process for creating archetypes for use in implementation research was iterative and informative in discussion of implementation with shareholders. We expect this methodology to be useful for anticipating and analyzing many aspects of implementation.

摘要

背景

原型是具有共同行为、态度和特征的一群人的代表。在嵌入和扩展干预措施时,原型的设计和使用在增强伙伴关系和支持方面具有潜在应用价值,但尚未形成方法学途径。

目的

描述在初级保健环境中用于预先护理计划实用试验(SHARING Choices,(NCT04819191))的原型设计方法。我们展示了在我们的实用试验中代表三个关键角色(初级保健倡导者、预先护理计划促进者和患者)的最终原型。

方法

我们开发原型的过程包括4个步骤:1)确定原型开发的角色,2)确定原型开发的利益相关者和数据源,3)生成独特的原型及其显著特征,4)通过曝光、审查和利益相关者的输入迭代完善原型。我们还绘制了一个流程图来传达我们的方法。

结果

我们为初级保健倡导者角色创建了6个不同的原型,为预先护理计划促进者角色创建了5个原型,为患者角色创建了6个原型。对于每个原型,我们描述了优势、挑战、主要情绪以及成功的合作方法(例如,“对我有效的方法”)。原型之间协同作用的独特机会(如促进者和倡导者之间)以及原型之间的潜在挑战(如促进者和患者之间)为改善关键角色的培训和支持提供了思路。

讨论

我们在实施研究中创建原型的过程是迭代的,并且在与利益相关者讨论实施时提供了信息。我们预计这种方法将有助于预测和分析实施的许多方面。

https://cdn.ncbi.nlm.nih.gov/pmc/blobs/b80b/11705709/51f8d874655e/43058_2024_683_Fig2_HTML.jpg
https://cdn.ncbi.nlm.nih.gov/pmc/blobs/b80b/11705709/d3a71412def1/43058_2024_683_Fig1_HTML.jpg
https://cdn.ncbi.nlm.nih.gov/pmc/blobs/b80b/11705709/51f8d874655e/43058_2024_683_Fig2_HTML.jpg
https://cdn.ncbi.nlm.nih.gov/pmc/blobs/b80b/11705709/d3a71412def1/43058_2024_683_Fig1_HTML.jpg
https://cdn.ncbi.nlm.nih.gov/pmc/blobs/b80b/11705709/51f8d874655e/43058_2024_683_Fig2_HTML.jpg

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本文引用的文献

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SHARING Choices: Lessons Learned from a Primary-Care Focused Advance Care Planning Intervention.分享选择:从以初级保健为重点的预先医疗照护计划干预中吸取的经验教训。
J Pain Symptom Manage. 2023 Aug;66(2):e255-e264. doi: 10.1016/j.jpainsymman.2023.04.014. Epub 2023 Apr 25.
2
GroundsWell: Community-engaged and data-informed systems transformation of Urban Green and Blue Space for population health - a new initiative.GroundsWell:以社区为导向、基于数据的城市绿色和蓝色空间系统转型促进人群健康——一项新倡议。
Wellcome Open Res. 2022 Sep 20;7:237. doi: 10.12688/wellcomeopenres.18175.1. eCollection 2022.
3
The updated Consolidated Framework for Implementation Research based on user feedback.
基于用户反馈的更新的实施研究综合框架。
Implement Sci. 2022 Oct 29;17(1):75. doi: 10.1186/s13012-022-01245-0.
4
Vagueness and variety in person-centred care.以患者为中心的护理中的模糊性和多样性。
Wellcome Open Res. 2022 Jun 16;7:170. doi: 10.12688/wellcomeopenres.17970.1. eCollection 2022.
5
SHARING Choices: Design and rationale for a pragmatic trial of an advance care planning intervention for older adults with and without dementia in primary care.共享选择:一项在初级保健中为患有和不患有痴呆症的老年成年人实施预先护理计划干预措施的实用试验的设计和原理。
Contemp Clin Trials. 2022 Aug;119:106818. doi: 10.1016/j.cct.2022.106818. Epub 2022 Jun 8.
6
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