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运用人物角色让消费者参与医疗保健协同设计:一项范围综述

The use of personas to involve consumers in healthcare co-design: a scoping review.

作者信息

Dominello Amanda, Cheek Colleen, Clay-Williams Robyn

机构信息

Australian Institute of Health Innovation, Macquarie University, North Ryde, Australia.

出版信息

BMC Health Serv Res. 2025 May 6;25(1):649. doi: 10.1186/s12913-025-12786-7.

Abstract

BACKGROUND

Consumer involvement in healthcare co-design is increasingly mandated to ensure health services are consumer-focussed. Facilitating involvement of consumers where they can most meaningfully contribute, especially those from priority populations, is challenging. In healthcare, personas are hypothetical representations that help to establish an understanding of the perspectives and experiences of individuals. These hypothetical profiles are an innovative, safe and creative participatory method. The aim of this scoping review was to identify the key characteristics of persona use to involve consumers in healthcare co-design.

METHOD

A systematic search of six databases: CINAHL; EMBASE; Medline; PsycInfo; Scopus; and Web of Science Core Collection, identified peer-reviewed literature published from inception to November 2024 that reported co-design with consumers using personas in healthcare. No limits were placed on study design or country. Conference abstracts and grey literature were excluded. Vargas' framework was used to identify the stages of co-design where personas were used. The PROGRESS-Plus tool was used to identify how factors that stratify health opportunities and outcomes were considered in persona development or co-design.

RESULTS

From 1,541 articles screened, 29 studies were included in the review. Studies reported used mixed (n = 12) or qualitative (n = 9) methods or were descriptive (n = 8); all but two studies were conducted in high-income countries. Personas have been used to involve consumers across all co-design processes but not consistently across all: identify (n = 1); analyse (n = 29); define (n = 26); and design (n = 8). Personas were reported to be both an effective tool to promote a user-centred approach in co-design and a valuable participatory method. The main limitations of personas are that they are resource-intensive and may be biased or unauthentic. Personas have been used to represent and involve priority populations in co-design studies although religion, race/ethnicity, socio-economic position and education are not often considered.

CONCLUSION

The use of personas to facilitate a reflective analysis of user needs and formation of responsive actions to improve health system access is promising. Attention to the inclusion of priority populations and identification of relevant stakeholders and context at the commencement of co-design will strengthen this approach. This review illustrates a staged process with examples from existing literature.

摘要

背景

越来越多地要求消费者参与医疗保健共同设计,以确保医疗服务以消费者为中心。促进消费者在最能做出有意义贡献的地方参与,尤其是来自优先群体的消费者,具有挑战性。在医疗保健领域,人物角色是一种假设的表征,有助于建立对个人观点和经历的理解。这些假设的概况是一种创新、安全且富有创造性的参与方法。本范围综述的目的是确定在医疗保健共同设计中使用人物角色让消费者参与的关键特征。

方法

对六个数据库进行系统检索:护理学与健康领域数据库(CINAHL)、荷兰医学文摘数据库(EMBASE)、医学期刊数据库(Medline)、心理学文摘数据库(PsycInfo)、Scopus数据库和科学引文索引核心合集(Web of Science Core Collection),以识别从创刊到2024年11月发表的同行评审文献,这些文献报告了在医疗保健中使用人物角色与消费者进行共同设计。对研究设计或国家没有限制。会议摘要和灰色文献被排除。瓦尔加斯框架用于识别使用人物角色的共同设计阶段。PROGRESS-Plus工具用于识别在人物角色开发或共同设计中如何考虑分层健康机会和结果的因素。

结果

在筛选的1541篇文章中,有29项研究纳入了综述。研究报告使用了混合方法(n = 12)或定性方法(n = 9)或为描述性研究(n = 8);除两项研究外,所有研究均在高收入国家进行。人物角色已被用于让消费者参与所有共同设计过程,但并非在所有过程中都一致:识别(n = 1)、分析(n = 29)、定义(n = 26)和设计(n = 8)。据报道,人物角色既是在共同设计中促进以用户为中心方法的有效工具,也是一种有价值的参与方法。人物角色的主要局限性在于它们资源密集,可能存在偏差或不真实。人物角色已被用于在共同设计研究中代表和纳入优先群体,尽管宗教、种族/民族、社会经济地位和教育等因素通常未被考虑。

结论

使用人物角色促进对用户需求的反思性分析并形成改善卫生系统可及性的响应行动很有前景。在共同设计开始时关注纳入优先群体以及识别相关利益相关者和背景将加强这种方法。本综述通过现有文献中的例子说明了一个分阶段的过程。

https://cdn.ncbi.nlm.nih.gov/pmc/blobs/5d20/12054091/9edde62f7227/12913_2025_12786_Fig1_HTML.jpg

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