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Study Protocol

Effectiveness of interactive dashboards to optimise prescribing in primary care: a protocol for a systematic review

[version 1; peer review: 1 approved, 3 approved with reservations]
PUBLISHED 03 Jul 2024
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Abstract

Introduction

Advances in therapeutics and healthcare have led to a growing population of older people living with multimorbidity and polypharmacy making prescribing more challenging. Most prescribing occurs in primary care and General Practitioners (GPs) have expressed interest in comparative feedback on their prescribing performance. Clinical decision support systems (CDSS) and audit and feedback interventions have shown some impact, but changes are often short-lived. Interactive dashboards, a novel approach integrating CDSS and audit and feedback elements, offer longitudinal updated data outside clinical encounters. This systematic review aims to explore the effectiveness of interactive dashboards on prescribing-related outcomes in primary care and examine the characteristics of these dashboards.

Methods

This protocol was prospectively registered on PROSPERO (CRD42023481475) and reported in line with PRISMA-P guidelines. Searches of PubMed, EMBASE, Medline, PsychINFO, CINAHL, Scopus, the Cochrane Library, and grey literature, including trial registries were performed to identify interventional studies (randomised and non-randomised) that assess the effectiveness of interactive dashboards on prescribing related outcomes. The search will be supplemented by searching references of retrieved articles with the use of an automated citation chaser. Identified records will be screened independently by two reviewers and data from eligible studies extracted using a purposely developed data extraction tool. We will narratively summarise the intervention types and those associated with improvements in prescribing outcomes. A quantitative synthesis will be carried out if a sufficient number of homogenous studies are identified. Methodological quality will be assessed by two reviewers using the Cochrane Effective Practice and Organisation of Care risk assessment tool.

Discussion

This systematic review will explore the effect of interactive dashboards on prescribing related outcome measures in primary care and describe the characteristics of interactive dashboards. This research may inform future intervention development and shape policymaking particularly in the context of ongoing and planned developments in e-prescribing infrastructure.

Keywords

Interactive dashboards, potentially inappropriate prescribing, audit and feedback, preventable drug related morbidity, polypharmacy

Introduction

Advances in therapeutics and chronic disease management mean there is a growing population of older people living with multimorbidity and polypharmacy1. While polypharmacy is often necessary and appropriate, it is associated with adverse events, and it is estimated that almost 9% of emergency department admissions in older people are due to preventable drug related morbidity (PDRM)2. Adverse drug reactions (ADRs) are the third most common type of reported adverse event in the Irish health care system3. A recently published prospective cohort study estimated that one in four older people experienced an ADR4. Most prescribing occurs in primary care5 and qualitative data from general practitioners (GPs) indicates prescribing has become more challenging, particularly for patients with multimorbidity and polypharmacy6. Irish GPs in a nationwide cluster randomised controlled trial (RCT) evaluating a deprescribing intervention, viewed participation as an opportunity to review their prescribing practices and were interested in getting performance feedback7.

Primary care prescribers receive feedback on their prescribing through various means, such as clinical decision support systems (CDSS) and audit and feedback. CDSS are real-time, electronic tools that provide prescribers with knowledge and person-specific information at the point of care, which supplement decision-making processes8. CDSS are embedded in clinical software and typically appear as “alerts” for the prescriber. However problems such as interrupting work flow and too many alerts can cause “alert fatigue” resulting in the user ignoring recommendations9. Evidence suggests CDSS probably have a small effect on practitioner performance but the effect on patient reported and clinical outcomes is less clear10,11. Audit and feedback involves retrospectively reviewing clinical performance or practices, enabling peer comparison and social norm feedback and it has been identified as an effective strategy for improving prescribing12,13. However, audit and feedback data typically provide a snapshot at one time point and therefore improvements may be temporary14. Interactive dashboards combine elements of both CDSS and audit and feedback; the data is longitudinal and updated on an ongoing basis but is outside the clinical encounter. The prescriber can visualise their data graphically and the data can be manipulated and interacted with through various interactive elements, identifying both time trends and comparisons with peers15.

Medicines optimisation interventions that target a heterogonous population often use prescribing-related outcome measures, as clinical outcome’s such as ADRs or unplanned hospital admissions may take time to manifest or reach measurable levels16. Various tools have been developed to assess the quality of prescribing and broadly speaking these can be categorised into two groups: explicit tools and implicit tools. A systematic review published in 2014 identified 46 different explicit and implicit tools that have been developed to assess medication appropriateness17. Examples of explicit measures of medication appropriateness include the United States (US) Beers criteria18 and the European Screening Tool for Older People’s potentially inappropriate Prescriptions (STOPP) criteria19. Multiple observational studies have demonstrated an association between potentially inappropriate prescribing, measured using these indicators, and clinical outcomes such as increased emergency admissions, ADRs and reduced health related quality of life2022. In addition, specific research groups have identified high-risk and low-value prescribing criteria and evaluated the effectiveness of interventions utilising these criteria2325. For example the Data-driven Quality Improvement in Primary Care (DQIP) intervention included an informatics tool that provided weekly updates of selected high risk prescribing indicators to clinicians, and facilitated medication review by graphically displaying relevant drug history data26. The pharmacist-led information technology intervention (PINCER) was effective at reducing hazardous prescribing, however the effect may have been temporary as the original intervention provided a snapshot of data from the electronic health record23. More recently an interactive dashboard utilizing the PINCER criteria has been developed whereby the user can track their performance across different criteria compared to other practices and over time27, and this intervention resulted in a reduction of potentially hazardous prescribing by 27.9% (95% CI 20.3% to 36.8%, p < 0.001)28.

This systematic review aims to explore the effectiveness of interactive dashboards on prescribing related outcomes in primary care and to describe the characteristics of these interventions with the ultimate aim of informing future intervention development and e-prescribing infrastructure.

Methods

This systematic review was prospectively registered on PROSPERO (CRD42023481475), it will be conducted in line with guidance set out in the Cochrane Handbook for Systematic Reviews of Interventions29, and reported in adherence to PRISMA-P reporting guidelines30. At the time of writing, the search strategy has been finalised, title and abstract screening has been completed, and full text review is currently in process.

Search strategy

An information specialist in the host institution’s library with extensive experience in supporting systematic reviews was involved in developing search strategies. A systematic literature search was conducted and included the following databases; PubMed, EMBASE, MEDLINE (OVID), PsycINFO (EBSCOhost), CINAHL (EBSCOhost), Scopus and the Cochrane Library (OVID).

A search of grey literature was conducted by running keyword searches in OpenGrey, CADTH Grey Matters and web-based clinical trial registries. The search was supplemented by searching references of retrieved articles with the use of an automated citation chaser31. No restrictions were placed on language or year of publication. Search terms included “interactive dashboard” and the medical subject heading (MeSH) “clinical audit”, “medical audit”, “benchmarking” and “feedback” and keywords to capture concepts related to providing prescribers with feedback, such as “electronic health record” and “alerts”. See supplementary file 1 for electronic search reports, including the full search terms.

Study selection

Identified records were uploaded to Covidence systematic review software and de-duplicated. Reviewers were blinded to minimise potential bias and ensure impartial evaluation of the included studies. Two reviewers independently read the titles/abstracts of identified records and eliminated studies not meeting inclusion criteria. The full text of the remaining studies will be reviewed again by two reviewers who will assess their suitability for inclusion. Disagreement will be resolved through discussion with the wider study group. Eligibility criteria are described in Table 1. All interventional designs will be included including randomised controlled trials (RCTs) (e.g. cluster RCTs, step wedged RCTs and individually randomised RCTs) and non-randomised interventional studies (e.g. interrupted time series design and controlled before and after studies)32.

Table 1. Study eligibility criteria.

CriteriaInclusionExclusion
PopulationPrimary care prescribers (e.g. General Practitioners, non-medical
prescribers based in primary care such as pharmacists and
advanced nurse practitioners)
Primary care prescribers working
in a secondary care setting.
Dentists
InterventionAn interactive dashboard designed to provide feedback on
prescribing data to prescribers and including the following
characteristics:
Visual display of data: Data is presented in the form of graphs or
tables.
Interactivity: Allows direct manipulation with visual analytical
tools or provides multiple parameters from the dataset,
accessible online or via email.
Real-time data: Offers real-time or relatively contemporaneous
data, no older than one year.
Frequent data feedback: Provides data feedback more than
once.
Comparative analysis: Compares data to peers or set
standards.
Simple CDSS interventions
Audit and feedback interventions
that do not give longitudinal and
ongoing feedback
ComparatorUsual care
OutcomesPrimary Outcome: Prescribing related outcome measures such
as implicit/explicit criteria, high-risk or low-value criteria or where
relevant prescribing rates (e.g. where a higher rate may reflect
lower quality such as benzodiazepine or opioid use).
No prescribing outcomes
measured
SettingPrimary care (Family practice, general practice)Studies focused on specialist
clinics, nursing homes, hospital
based, dental surgeries.
Study designInterventional studies both randomised and non-randomised
designs (e.g. Randomised controlled trials, non-randomised
controlled trials, controlled before and after studies and
interrupted time series)
Systematic reviews, descriptive
study designs (e.g., case reports,
uncontrolled before and after
studies).
Letters, commentaries, editorials.
Publication
language
No language restriction
Dates of
publication
No year limitation

Data extraction and management

Two review authors will independently extract data using a purposely developed data extraction tool in Covidence, developed with use of the Template for Intervention Description and Replication (TIDieR) checklist33. Extracted data will include study details (e.g. setting, design), population (e.g. GPs), intervention details, comparison group, outcome measures and results. Table 2 outlines example data that may be extracted to describe the intervention using the TIDieR checklist. We will attempt to contact the lead authors of primary studies to locate missing data. Discrepancies will be resolved through discussion and consensus between two reviewers with consultation with a third reviewer if necessary.

Table 2. Intervention data extraction using adapted TIDieR checklist.

DescriptionDetailExample Intervention
1. Brief nameProvide a concise name
for the intervention.
"Prescribing Dashboard"
2. WhyRationale or goal of the
intervention.
To improve prescribing quality by providing GPs with real-time
data on high-risk prescribing for comparative benchmarking
against peers.
3. What (materials
and procedures)
Materials used and
procedures for the
intervention.
Web-based or practice software-embedded dashboard displaying
prescribing quality metrics. GPs access their prescribing metrics
on the dashboard at their convenience for self-assessment and
benchmarking.
4. Who providedDescription of the
intervention providers.
Developed by healthcare IT specialists in collaboration with
clinicians.
5. How and whereModes and location of
delivery.
Delivered via a secure web-based platform or embedded within
practice management software, accessible in primary care clinics
and offices on various devices.
6. When and how
much
Frequency and duration.Dashboards updated monthly with new prescribing data to
reflect recent prescribing practices.
7. TailoringPersonalization of the
intervention.
Dashboard data tailored to individual prescriber level or practice
level, depending on the setting and objectives of the feedback.
8. ModificationsChanges made during the
study.
N/A or describe any modifications based on user feedback or
technological updates.
9. How well (planned
and actual)
Assessment of adherence
or fidelity and actual
engagement.
Usage analytics to monitor frequency of dashboard interactions,
time spent on the dashboard, and engagement with specific
metrics.

Methodological quality assessment. Methodological Quality Assessment will be performed by two reviewers using the Cochrane Effective Practice and Organisation of Care (EPOC) risk of bias tool32. Discrepancies will be resolved through discussion and consensus between two reviewers with consultation with a third reviewer if necessary.

Analysis. We will narratively summarise the intervention types and those associated with improvements in prescribing outcomes. Additionally, we will narratively describe the prescribing related outcomes used by included studies. A quantitative synthesis (i.e. meta-analysis) will be considered if a sufficient number of homogenous studies are identified which examine the same outcome.

If a meta-analysis is conducted, a random-effects model will likely be appropriate given the review question. We will not combine results from different study designs and interventions in an overall meta-analysis. Results will be presented in separate subgroups in the same forest plot (with no summary effect estimate) Heterogeneity will be assessed through a visual assessment and a logic-based assessment of study differences. We will conduct a standard Q-test statistic for heterogeneity and evaluate the heterogeneity via the statistic, which can be interpreted as the proportion of variability in the meta-analysis due to between study heterogeneity. Funnel plots will explore publication bias if more than ten studies are identified. These plots will help assess the relationship between effect size and study precision.

All missing outcome data for included studies will be recorded on the data extraction form and reported in the risk of bias table. If there is insufficient information on the primary outcomes (due to inability to contact authors, unavailable data), these studies will be reported separately. Reasons for exclusion will be described and included in a supplementary table. As this systematic review is assessing an intervention targeted at primary care prescribers, included studies may have aggregate level patient data, thus it may not be possible to conduct population level subgroup analysis.

Discussion

With a growing population of older people living with multimorbidity and polypharmacy, prescribing has become more challenging with a greater propensity for adverse outcomes6,16. PDRM has significant economic and social consequences at both the individual patient-level and for the wider healthcare system34, it is thus vital to develop interventions to support safe and effective prescribing.

Interactive dashboards have become increasingly prevalent in healthcare settings, offering a versatile tool for visualising clinical data across various levels ranging from organisational, physician to patient-focused applications. They have the potential to enhance patient care and safety by providing contemporaneous feedback on potentially suboptimal treatment or care when integrated into clinical record systems35.

Interactive dashboards have demonstrated varied effects on prescribing-related outcomes, such as antibiotic prescribing rates and appropriate statin use36,37. Current evidence suggests they are most effective when combined with additional strategies which include education and/or behavioural components37. Given the limited number of eligible studies identified in previous reviews, the present systematic review will not restrict its focus to specific medication classes.

Strengths and limitations

This research will be conducted in line with Cochrane guidance. To increase transparency and reduce the risk of selective reporting this systematic review has been prospectively registered on PROSPERO, and will involve a search of the grey literature and trial registries to reduce the risk of publication bias. Title and abstract screening, full-text review, and methodological quality assessment will be performed by two reviewers working independently and blinded to each other's assessments, thereby minimising the potential for bias and errors. Excluding studies in progress but not yet published may lead to publication bias.

Potential implications for future research, policy and clinical practice

This research may identify gaps in the current literature and inform future intervention development with respect to how prescribing data may be fed back to prescribers. The findings from this review may inform policies aimed at enhancing or expanding the infrastructure necessary for effective e-prescribing, particularly those focused on optimising prescribing behaviours. In addition, this review will provide prescribers with a synthesised understanding of how interactive dashboards have been used, highlighting their potential benefits and limitations. This may lead to more informed decisions in regards adopting or optimising use of such tools in clinical practice, with the ultimate aim of improving patient safety and reducing medication related harm.

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how to cite this article
Moynagh P, Mannion Á, Wei A et al. Effectiveness of interactive dashboards to optimise prescribing in primary care: a protocol for a systematic review [version 1; peer review: 1 approved, 3 approved with reservations]. HRB Open Res 2024, 7:44 (https://doi.org/10.12688/hrbopenres.13909.1)
NOTE: If applicable, it is important to ensure the information in square brackets after the title is included in all citations of this article.
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Open Peer Review

Current Reviewer Status: ?
Key to Reviewer Statuses VIEW
ApprovedThe paper is scientifically sound in its current form and only minor, if any, improvements are suggested
Approved with reservations A number of small changes, sometimes more significant revisions are required to address specific details and improve the papers academic merit.
Not approvedFundamental flaws in the paper seriously undermine the findings and conclusions
Version 1
VERSION 1
PUBLISHED 03 Jul 2024
Views
21
Cite
Reviewer Report 28 Dec 2024
Rainer Tan, University of Lausanne, Lausanne, Switzerland 
Nina Emery, Unisante Center for Primary Care and Public Health, University of Lausanne, Lausanne, Switzerland 
Approved with Reservations
VIEWS 21
The authors highlight the challenge of appropriate prescribing for patients with multimorbidity and polypharmacy, which is a growing problem in the context of populational aging. More specifically, they focus on primary care, where the majority of prescribing takes place. Interactive ... Continue reading
CITE
CITE
HOW TO CITE THIS REPORT
Tan R and Emery N. Reviewer Report For: Effectiveness of interactive dashboards to optimise prescribing in primary care: a protocol for a systematic review [version 1; peer review: 1 approved, 3 approved with reservations]. HRB Open Res 2024, 7:44 (https://doi.org/10.21956/hrbopenres.15255.r43666)
NOTE: it is important to ensure the information in square brackets after the title is included in all citations of this article.
  • Author Response 19 Feb 2025
    Patrick Moynagh, Department of General Practice, RCSI University of Medicine and Health Sciences, Dublin 2, Ireland
    19 Feb 2025
    Author Response
    Thank you very much for reviewing our manuscript. Your comments are very helpful and appreciated. Please see our replies below. 

    Major issue:
    In line with section 13 of PRISMA-P ... Continue reading
COMMENTS ON THIS REPORT
  • Author Response 19 Feb 2025
    Patrick Moynagh, Department of General Practice, RCSI University of Medicine and Health Sciences, Dublin 2, Ireland
    19 Feb 2025
    Author Response
    Thank you very much for reviewing our manuscript. Your comments are very helpful and appreciated. Please see our replies below. 

    Major issue:
    In line with section 13 of PRISMA-P ... Continue reading
Views
13
Cite
Reviewer Report 26 Dec 2024
Heike Vornhagen, University of Galway, Galway, Ireland 
Approved with Reservations
VIEWS 13
A potentially interesting study. However, it is unclear to me if the focus is on prescribing in primary care generally as indicated in the title, or on older people and multi-morbidity / polypharmacy. This confusion is carried forward into the ... Continue reading
CITE
CITE
HOW TO CITE THIS REPORT
Vornhagen H. Reviewer Report For: Effectiveness of interactive dashboards to optimise prescribing in primary care: a protocol for a systematic review [version 1; peer review: 1 approved, 3 approved with reservations]. HRB Open Res 2024, 7:44 (https://doi.org/10.21956/hrbopenres.15255.r43664)
NOTE: it is important to ensure the information in square brackets after the title is included in all citations of this article.
  • Author Response 21 Feb 2025
    Patrick Moynagh, Department of General Practice, RCSI University of Medicine and Health Sciences, Dublin 2, Ireland
    21 Feb 2025
    Author Response
    Many thanks for taking the time to review our manuscript. Your comments are very helpful and appreciated. Please see our reply below.

    We agree the focus of the systematic ... Continue reading
COMMENTS ON THIS REPORT
  • Author Response 21 Feb 2025
    Patrick Moynagh, Department of General Practice, RCSI University of Medicine and Health Sciences, Dublin 2, Ireland
    21 Feb 2025
    Author Response
    Many thanks for taking the time to review our manuscript. Your comments are very helpful and appreciated. Please see our reply below.

    We agree the focus of the systematic ... Continue reading
Views
18
Cite
Reviewer Report 26 Dec 2024
Denis O'Mahony, University College Cork, Cork, Ireland 
Approved
VIEWS 18
This study protocol manuscript deals with a highly important issue i.e. preventable drug-related morbidity (PDRM) and the various interactive dashboard methods used in primary care settings. The protocol lays out clearly how the systematic review (SR) will be conducted, using ... Continue reading
CITE
CITE
HOW TO CITE THIS REPORT
O'Mahony D. Reviewer Report For: Effectiveness of interactive dashboards to optimise prescribing in primary care: a protocol for a systematic review [version 1; peer review: 1 approved, 3 approved with reservations]. HRB Open Res 2024, 7:44 (https://doi.org/10.21956/hrbopenres.15255.r41536)
NOTE: it is important to ensure the information in square brackets after the title is included in all citations of this article.
  • Author Response 08 Feb 2025
    Patrick Moynagh, Department of General Practice, RCSI University of Medicine and Health Sciences, Dublin 2, Ireland
    08 Feb 2025
    Author Response
    Many thanks for taking the time to review our manuscript. It is most appreciated.
    Competing Interests: No competing interests were disclosed.
COMMENTS ON THIS REPORT
  • Author Response 08 Feb 2025
    Patrick Moynagh, Department of General Practice, RCSI University of Medicine and Health Sciences, Dublin 2, Ireland
    08 Feb 2025
    Author Response
    Many thanks for taking the time to review our manuscript. It is most appreciated.
    Competing Interests: No competing interests were disclosed.
Views
27
Cite
Reviewer Report 09 Dec 2024
Augustino Mwogosi, The University of Dodoma, Dodoma, Dodoma Region, Tanzania 
Approved with Reservations
VIEWS 27
Summary of the Article
The article outlines a systematic review protocol aimed at evaluating the effectiveness of interactive dashboards in optimizing prescribing in primary care. It also seeks to explore the characteristics of these dashboards to inform future developments ... Continue reading
CITE
CITE
HOW TO CITE THIS REPORT
Mwogosi A. Reviewer Report For: Effectiveness of interactive dashboards to optimise prescribing in primary care: a protocol for a systematic review [version 1; peer review: 1 approved, 3 approved with reservations]. HRB Open Res 2024, 7:44 (https://doi.org/10.21956/hrbopenres.15255.r43659)
NOTE: it is important to ensure the information in square brackets after the title is included in all citations of this article.
  • Author Response 19 Feb 2025
    Patrick Moynagh, Department of General Practice, RCSI University of Medicine and Health Sciences, Dublin 2, Ireland
    19 Feb 2025
    Author Response
    Many thanks for taking the time to review our manuscript and for your helpful comments. Please note our replies below. 

    Essential Points:
    1) Link the rationale to the research ... Continue reading
COMMENTS ON THIS REPORT
  • Author Response 19 Feb 2025
    Patrick Moynagh, Department of General Practice, RCSI University of Medicine and Health Sciences, Dublin 2, Ireland
    19 Feb 2025
    Author Response
    Many thanks for taking the time to review our manuscript and for your helpful comments. Please note our replies below. 

    Essential Points:
    1) Link the rationale to the research ... Continue reading

Comments on this article Comments (0)

Version 2
VERSION 2 PUBLISHED 03 Jul 2024
Comment
Alongside their report, reviewers assign a status to the article:
Approved - the paper is scientifically sound in its current form and only minor, if any, improvements are suggested
Approved with reservations - A number of small changes, sometimes more significant revisions are required to address specific details and improve the papers academic merit.
Not approved - fundamental flaws in the paper seriously undermine the findings and conclusions

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