Coulter Angela, Entwistle Vikki A, Eccles Abi, Ryan Sara, Shepperd Sasha, Perera Rafael
Health Services Research Unit, Nuffield Deptartment of Population Health, University of Oxford, Old Road Campus, Headington, Oxford, UK, OX3 7LF.
Cochrane Database Syst Rev. 2015 Mar 3;2015(3):CD010523. doi: 10.1002/14651858.CD010523.pub2.
Personalised care planning is a collaborative process used in chronic condition management in which patients and clinicians identify and discuss problems caused by or related to the patient's condition, and develop a plan for tackling these. In essence it is a conversation, or series of conversations, in which they jointly agree goals and actions for managing the patient's condition.
To assess the effects of personalised care planning for adults with long-term health conditions compared to usual care (i.e. forms of care in which active involvement of patients in treatment and management decisions is not explicitly attempted or achieved).
We searched the Cochrane Central Register of Controlled Trials (CENTRAL), MEDLINE, EMBASE, PsycINFO, ProQuest, clinicaltrials.gov and WHO International Clinical Trials Registry Platform to July 2013.
We included randomised controlled trials and cluster-randomised trials involving adults with long-term conditions where the intervention included collaborative (between individual patients and clinicians) goal setting and action planning. We excluded studies where there was little or no opportunity for the patient to have meaningful influence on goal selection, choice of treatment or support package, or both.
Two of three review authors independently screened citations for inclusion, extracted data, and assessed risk of bias. The primary outcomes were effects on physical health, psychological health, subjective health status, and capabilities for self management. Secondary outcomes included effects on health-related behaviours, resource use and costs, and type of intervention. A patient advisory group of people with experience of living with long-term conditions advised on various aspects of the review, including the protocol, selection of outcome measures and emerging findings.
We included 19 studies involving a total of 10,856 participants. Twelve of these studies focused on diabetes, three on mental health, one on heart failure, one on end-stage renal disease, one on asthma, and one on various chronic conditions. All 19 studies included components that were intended to support behaviour change among patients, involving either face-to-face or telephone support. All but three of the personalised care planning interventions took place in primary care or community settings; the remaining three were located in hospital clinics. There was some concern about risk of bias for each of the included studies in respect of one or more criteria, usually due to inadequate or unclear descriptions of research methods. Physical healthNine studies measured glycated haemoglobin (HbA1c), giving a combined mean difference (MD) between intervention and control of -0.24% (95% confidence interval (CI) -0.35 to -0.14), a small positive effect in favour of personalised care planning compared to usual care (moderate quality evidence).Six studies measured systolic blood pressure, a combined mean difference of -2.64 mm/Hg (95% CI -4.47 to -0.82) favouring personalised care (moderate quality evidence). The pooled results from four studies showed no significant effect on diastolic blood pressure, MD -0.71 mm/Hg (95% CI -2.26 to 0.84).We found no evidence of an effect on cholesterol (LDL-C), standardised mean difference (SMD) 0.01 (95% CI -0.09 to 0.11) (five studies) or body mass index, MD -0.11 (95% CI -0.35 to 0.13) (four studies).A single study of people with asthma reported that personalised care planning led to improvements in lung function and asthma control. Psychological healthSix studies measured depression. We were able to pool results from five of these, giving an SMD of -0.36 (95% CI -0.52 to -0.20), a small effect in favour of personalised care (moderate quality evidence). The remaining study found greater improvement in the control group than the intervention group.Four other studies used a variety of psychological measures that were conceptually different so could not be pooled. Of these, three found greater improvement for the personalised care group than the usual care group and one was too small to detect differences in outcomes. Subjective health statusTen studies used various patient-reported measures of health status (or health-related quality of life), including both generic health status measures and condition-specific ones. We were able to pool data from three studies that used the SF-36 or SF-12, but found no effect on the physical component summary score SMD 0.16 (95% CI -0.05 to 0.38) or the mental component summary score SMD 0.07 (95% CI -0.15 to 0.28) (moderate quality evidence). Of the three other studies that measured generic health status, two found improvements related to personalised care and one did not.Four studies measured condition-specific health status. The combined results showed no difference between the intervention and control groups, SMD -0.01 (95% CI -0.11 to 0.10) (moderate quality evidence). Self-management capabilitiesNine studies looked at the effect of personalised care on self-management capabilities using a variety of outcome measures, but they focused primarily on self efficacy. We were able to pool results from five studies that measured self efficacy, giving a small positive result in favour of personalised care planning: SMD 0.25 (95% CI 0.07 to 0.43) (moderate quality evidence).A further five studies measured other attributes that contribute to self-management capabilities. The results from these were mixed: two studies found evidence of an effect on patient activation, one found an effect on empowerment, and one found improvements in perceived interpersonal support. Other outcomesPooled data from five studies on exercise levels showed no effect due to personalised care planning, but there was a positive effect on people's self-reported ability to carry out self-care activities: SMD 0.35 (95% CI 0.17 to 0.52).We found no evidence of adverse effects due to personalised care planning.The effects of personalised care planning were greater when more stages of the care planning cycle were completed, when contacts between patients and health professionals were more frequent, and when the patient's usual clinician was involved in the process.
AUTHORS' CONCLUSIONS: Personalised care planning leads to improvements in certain indicators of physical and psychological health status, and people's capability to self-manage their condition when compared to usual care. The effects are not large, but they appear greater when the intervention is more comprehensive, more intensive, and better integrated into routine care.
个性化护理计划是慢性病管理中采用的一个协作过程,患者和临床医生在此过程中识别并讨论由患者病情引起的或与之相关的问题,并制定应对这些问题的计划。本质上,这是一场对话,或一系列对话,在此过程中他们共同商定管理患者病情的目标和行动。
评估与常规护理(即未明确尝试或实现患者积极参与治疗和管理决策的护理形式)相比,个性化护理计划对患有长期健康问题的成年人的影响。
我们检索了截至2013年7月的Cochrane对照试验中心注册库(CENTRAL)、MEDLINE、EMBASE、PsycINFO、ProQuest、clinicaltrials.gov和世界卫生组织国际临床试验注册平台。
我们纳入了随机对照试验和整群随机试验,试验对象为患有长期疾病的成年人,干预措施包括(个体患者与临床医生之间)协作式目标设定和行动计划。我们排除了那些患者对目标选择、治疗选择或支持方案几乎没有或没有机会产生有意义影响的研究。
三位综述作者中的两位独立筛选纳入文献的引文、提取数据并评估偏倚风险。主要结局是对身体健康、心理健康、主观健康状况和自我管理能力的影响。次要结局包括对健康相关行为、资源使用和成本以及干预类型的影响。一个由有长期疾病生活经历的人组成的患者咨询小组就综述的各个方面提供建议,包括方案、结局指标的选择和新出现的研究结果。
我们纳入了19项研究,共涉及10856名参与者。其中12项研究聚焦于糖尿病,3项研究关注心理健康,1项研究针对心力衰竭,1项研究针对终末期肾病,1项研究针对哮喘,1项研究针对各种慢性病。所有19项研究都包含旨在支持患者行为改变的组成部分,涉及面对面或电话支持。除3项个性化护理计划干预措施外,其余均在初级保健或社区环境中进行;其余3项位于医院诊所。对于每项纳入研究,在一个或多个标准方面存在一些偏倚风险担忧,通常是由于研究方法的描述不充分或不清楚。
9项研究测量了糖化血红蛋白(HbA1c),干预组与对照组的合并平均差(MD)为-0.24%(95%置信区间(CI)-0.35至-0.14),与常规护理相比,个性化护理计划有小的积极效果(中等质量证据)。6项研究测量了收缩压,合并平均差为-2.64 mmHg(95% CI -4.47至-0.82),有利于个性化护理(中等质量证据)。4项研究的汇总结果显示对舒张压无显著影响,MD为-0.71 mmHg(95% CI -2.26至0.84)。我们未发现对胆固醇(低密度脂蛋白胆固醇)有影响的证据,标准化平均差(SMD)为0.01(95% CI -0.09至0.11)(5项研究),或对体重指数有影响的证据,MD为-0.11(95% CI -0.35至0.13)(4项研究)。一项针对哮喘患者的研究报告称,个性化护理计划使肺功能和哮喘控制得到改善。
6项研究测量了抑郁。我们能够汇总其中5项研究的结果,SMD为-0.36(95% CI -0.52至-0.20),对个性化护理有小的效果(中等质量证据)。其余1项研究发现对照组的改善程度大于干预组。另外4项研究使用了概念上不同的各种心理测量方法,因此无法汇总。其中,3项研究发现个性化护理组的改善程度大于常规护理组;1项研究规模太小,无法检测到结局差异。
10项研究使用了各种患者报告的健康状况(或与健康相关的生活质量)测量方法,包括一般健康状况测量方法和特定疾病测量方法。我们能够汇总3项使用SF - 36或SF - 12的研究数据,但未发现对身体成分汇总得分有影响,SMD为0.16(95% CI -0.05至0.38),或对心理成分汇总得分有影响,SMD为0.07(95% CI -0.15至0.28)(中等质量证据)。在另外3项测量一般健康状况的研究中:2项研究发现个性化护理有改善作用,1项研究未发现。4项研究测量了特定疾病的健康状况。汇总结果显示干预组与对照组之间无差异,SMD为-0.01(95% CI -0.11至0.10)(中等质量证据)。
9项研究使用了各种结局指标来研究个性化护理对自我管理能力的影响,但它们主要关注自我效能感。我们能够汇总5项测量自我效能感的研究结果,对个性化护理计划有小幅度的积极结果:SMD为0.25(95% CI 0.07至0.43)(中等质量证据)。另外5项研究测量了有助于自我管理能力的其他属性。结果各不相同:2项研究发现对患者激活有影响,1项研究发现对赋权有影响,1项研究发现感知到的人际支持有所改善。
5项关于运动水平的研究汇总数据显示,个性化护理计划对运动水平无影响,但对人们自我报告的自我护理活动能力有积极影响:SMD为0.35(95% CI 0.17至0.52)。我们未发现个性化护理计划有不良影响的证据。当护理计划周期的更多阶段完成、患者与卫生专业人员的接触更频繁以及患者的常规临床医生参与该过程时,个性化护理计划的效果更大。
与常规护理相比,个性化护理计划可改善某些身体和心理健康状况指标以及人们自我管理病情的能力。效果虽不大,但当干预更全面、更密集且更好地融入常规护理时,效果似乎更大。