A systematic review of electronic patient records using the meta-narrative approach:

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A systematic review of electronic patient records using the meta-narrative approach:

Empirical findings and methodological challenges

Henry Potts, Trish Greenhalgh,

Pippa Bark, Deborah Swinglehurst,

Geoff Wong

University College London partially supported by the NHS Service Delivery & Organisation

Programme

Traditional systematic review

Odds ratio

(95% CI) Study

matched

Morton

Freer

Dean

Ko

Birdwell

Georgian-Smith

Subtotal

1.07 ( 0.82, 1.40)

1.19 ( 0.79, 1.81)

1.13 ( 0.69, 1.86)

1.05 ( 0.69, 1.59)

1.07 ( 0.63, 1.81)

1.00 ( 0.46, 2.16)

1.09 ( 0.92, 1.29)

% Weight

9.0

3.5

2.6

3.7

2.3

1.1

22.2

unmatched

Fenton

Gur

Cupples

Gromet

Subtotal

Overall

1.01 ( 0.83, 1.24)

1.02 ( 0.84, 1.24)

1.16 ( 0.76, 1.77)

1.02 ( 0.90, 1.16)

1.02 ( 0.93, 1.12)

16.2

17.3

3.5

40.8

77.8

1.04 ( 0.96, 1.13) 100.0

.463223

1

Odds ratio cancer detection rate

2.15878

From Taylor & Potts (2008),

Eur J Cancer 44 (6):798-807

Traditional systematic review

Study

Odds ratio

(95% CI) % Weight

matched

Morton

Freer

1.07 ( 0.82, 1.40)

1.19 ( 0.79, 1.81)

9.0

3.5

Dean

Ko

1.13 ( 0.69, 1.86) evidence-based medicine (EBM) 2.6

3.7

Birdwell

Georgian-Smith

1.07 ( 0.63, 1.81)

1.00 ( 0.46, 2.16)

2.3

1.1

22.2 Subtotal 1.09 ( 0.92, 1.29) illustrated with the familiar forest plot

unmatched

Gur

1.01 ( 0.83, 1.24)

1.02 ( 0.84, 1.24)

16.2

17.3

Cupples

Gromet

1.16 ( 0.76, 1.77)

1.02 ( 0.90, 1.16)

3.5

40.8

1.02 ( 0.93, 1.12) 77.8

Overall 1.04 ( 0.96, 1.13) 100.0

.463223

1

Odds ratio

2.15878

The meta-narrative approach

• Heterogeneity and pluralism

– Problems of heterogeneity multiply with more complex questions, with multiple outcomes, varying systems and different methodologies – different paradigms

– Various approaches developed to review broad methods

• Meta-narrative review

– Greenhalgh, Robert, Bate, Macfarlane & Kyriakidou (2005).

Diffusion of Innovations in Health Service Organisations: A

Systematic Literature Review . Blackwell BMJ Books.

• Use a historical and philosophical perspective as a pragmatic way of making sense of a diverse literature

Key questions (from Kuhn, “The structure of scientific revolutions”)

• What research teams have researched this area?

• How did they CONCEPTUALISE the problem?

• What THEORIES did they use to link problem with potential causes and impacts

• What METHODS did they define as ‘rigorous’ and

‘valid’?

Application more post-Kuhnian than Kuhnian

40

35

30

25

20

15

10

5

0

41 44 47 50 53 56 59 62 65 68 71 74 77 80

DEVELOPED NATIONS DEVELOPING NATIONS

Rise and fall of diffusion research in rural sociology

80

60

40

20

0

160

140

120

100

1975-

1976

1977-

1978

1979-

1980

1981-

1982

1983-

1984

1985-

1986

1987-

1988

1989-

1990

1991-

1992

1993-

1994

1995-

1996

1997-

1998

1999-

2000

2001-

2002

NURSING

EBM OR GUIDELINES

MEDICAL EDUCATION

DELIVERY OF HEALTH CARE

Rise and fall of diffusion research in health related fields

Open-ended question

Explore the literature

Research tradition A

Theoretical basis

Quality criteria

Evaluate, summarise

Research tradition B

Theoretical basis

Quality criteria

Research tradition C

Theoretical basis

Quality criteria

Evaluate, summarise Evaluate, summarise

Meta-narrative map of underpinning traditions

Meta-narrative review (how to get started)

Synthesis phase

• Highlight similarities and differences in the findings from different traditions

• Contestation between the disciplines is data (and leads to higher order constructs)

• Offer conclusions of the general format “in circumstances such as X, don’t forget to think about Y”

How did meta-narrative approach perform?

• With that first meta-narrative review and a small second review

(on direct observation of medication delivery)

, papers/studies fell reasonably neatly into distinct

‘piles’

– different research traditions were largely separate and did not cite each other

• Proved useful way of making sense of diverse literatures

New review: electronic patient records in organisations

Preliminary findings – thoughts welcome!

• Number of traditions were apparent

– Biomedicine

• Health informatics

• Quality & safety

• Healthcare information systems/change management in health services

– Computer supported cooperative work (and HCI more generally)

– Information systems

– Science & technology studies

• However, more complicated interrelationship between these

– Cross-talk between different traditions

Biomedicine

Hopeful literature

Technological determinism & utopianism

System as ‘black box’

• Little more than lip service to a socio-technical perspective

CSCW

• EPR not container of facts but tool supporting work

• Different healthcare practitioners do different work so need different records

• Challenges idea of an

‘agreeable’ record

Information systems

• ‘Conventional’ IS research is positivist: focus on models and

‘resistance’

• Practice-based IS research is interpretivist: Orlikowksi’s technology structuration, based on Giddens’ structuration theory

STS

• Critical perspective

• ANT/sociology of translation

• Beyond dualism of reality vs. record-as-model

• SCOT: how codes & categories shape interpretation and use of technologies

Biomedicine

Hopeful literature

Technological determinism & utopianism

System as ‘black box’

• Little more than lip service to a socio-technical perspective

CSCW

• EPR not container of facts but tool supporting work

• Different healthcare practitioners do different work so need different records

• Challenges idea of an

‘agreeable’ record

Information systems

• ‘Conventional’ IS research is positivist: focus on models and

‘resistance’

• Practice-based IS research is interpretivist: Orlikowksi’s technology structuration, based on Giddens’ structuration theory

STS

• Critical perspective

• ANT/sociology of translation

• Beyond dualism of reality vs. record-as-model

• SCOT: how codes & categories shape interpretation and use of technologies

Interrelationships or silos?

Silos Not silos

• Most health informatics literature ignores socio-technical perspectives

• Technology structuration

(Orlikowski) largely US organisational sociologists and doesn’t cite/is mostly not cited by

European critical sociologists

• Biomedicine meets socio-technical approaches

– Cross-disciplinary appeals (Pratt et al.

)

– ‘Multilingual’ researchers ( e.g.

Berg)

Socio-technical approaches aligning

– CSCW and STS have common roots in ANT, Zuboff etc.

– Links between CSCW and STS over the years ( e.g.

Suchman)

– Coming together of CSCW, STS and

IS with newer researchers ( e.g.

Ellingsen)

– Østerlund draws on Orlikowski and

Berg + brings in social psychology

Berg & Bowker (1997), Sociol Quart , 38 : 513-37

Berg (1999), Comp Supp Coop Work , 8 : 373-401

Berg (2003), Methods Inf Med , 42 : 337–44

Ellingsen & Munkvold (2007), Int J Integrated Care , 7

Østerlund (2004), J Center Inf Studies , 5 : 35-43

Pentland & Feldman (2007), Organization Sci , 18 : 781-95

Pratt, Reddy, McDonald et al.

(2004), J Biomed Inform , 37 : 128-37

Suchman (1994), Comp Supp Coop Work , 2 : 21-39

– Technology structuration meets ANT with “narrative networks” (Pentland &

Feldman)

Why? What does it mean?

• Common roots (like ANT) perhaps made it easy for CSCW and STS to come together

• A result of the greater accessibility of academic writing through the Internet?

• Repeated overtures from more socio-technical researchers to biomedical informatics up against an optimistic political rhetoric and a naïve, simplistic and fallacious view of EBM

THANK YOU FOR YOUR ATTENTION

Cite as Potts H, Greenhalgh T, Bark P, Swinglehurst D, Wong G, Macfarlane F (2008).

“A systematic review of electronic patient records using the meta-narrative approach:

Empirical findings and methodological challenges.” Society for Social Studies of

Science/European Association for the Study of Science and Technology Rotterdam 2008

Book of Abstracts , p. 556-7. <http://www.4sonline.org/4S_EASST_2008_Abstracts.pdf>

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