Remote and digital services in UK general practice 2021-2023: the Remote by Default 2 longitudinal qualitative study synopsis.

Trisha Greenhalgh, Anica Alvarez Nishio, Aileen Clarke, Richard Byng, Francesca Dakin, Stuart Faulkner, Isabel Hanson, Nina Hemmings, Gemma Hughes, Laiba Husain, Asli Kalin, Emma Ladds, Ellen MacIver, Lucy Moore, Sarah O'Rourke, Rebecca Payne, Tabitha Pring, Rebecca Rosen, Sarah Rybczynska-Bunt, Sara E Shaw, Nadia Swann, Sietse Wieringa, Joseph Wherton
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引用次数: 0

Abstract

Background: Remote services (in which the patient and staff member are not physically colocated) and digital services (in which a patient encounter is digitally mediated in some way) were introduced extensively when the COVID-19 pandemic began in 2020. We undertook a longitudinal qualitative study of the introduction, embedding, evolution and abandonment of remote and digital innovations in United Kingdom general practice. This synoptic paper summarises study design, methods, key findings, outputs and impacts to date.

Overview of the study and key findings: From September 2021 to December 2023, we collected > 500 hours of ethnographic observation from a diverse sample of 12 general practices. Other data sources included over 200 interviews (with practice staff, patients and wider stakeholders), 4 multi-stakeholder workshops (184 participants), grey literature (e.g. Care Quality Commission reports) and safety incident reports. Patient involvement included digitally excluded individuals from disadvantaged backgrounds (e.g. homeless, complex needs). Data were de-identified, uploaded to NVivo (QSR International, Warrington, UK), coded thematically and analysed using various theoretical lenses. Despite an adverse context for general practice including austerity, workforce shortages, rising demand, rising workload and procurement challenges, all 12 participating practices adjusted to some extent to a 'new normal' of hybrid (combined traditional and remote/digital) provision following the external shock of the pandemic. By late 2023, practices showed wide variation in digital maturity from a 'trailblazer' practice which used digital technologies extensively and creatively to 'strategically traditional' practices offering mainly in-person services to deprived and vulnerable populations. We explained practices' varied fortunes using diffusion of innovations theory, highlighting the extensive work needed to embed and routinise technologies and processes. Digitally enabled patients often, but not always, found remote and digital services convenient and navigable, but vulnerable groups experienced exclusion. We explored these inequities through the lenses of digital candidacy, fractured reflexivity and intersectionality. For staff, remote and digital tasks and processes were often complex, labour-intensive, stressful and dependent on positive interpersonal relations - findings that resonated with theories of technostress, suffering and relational co-ordination. Our initial plan for workshop-based co-design of access pathways with patients was unsuccessful due to dynamic complexities; shifting to a more bespoke and agile design process generated helpful resources for patients and staff.

Discussion: This study has confirmed previous findings from sociotechnical research showing that new technologies are never 'plug and play' and that appropriate solutions vary with context. Much variation in digital provision in United Kingdom general practice reflects different practice priorities and population needs. However, some practices' low digital maturity may indicate a need for additional resources, organisational support and strengthening of absorptive capacity. Negative impacts of digitalisation are common but not always inevitable; an 'inefficient' digital pathway may become more efficient over time as people adapt; and digitalisation does not affect all work processes equally (back-office tasks may be easier to routinise than clinical judgements). We have developed novel ways of involving patients from vulnerable and excluded groups, and have extended the evidence base on codesign for the busy and dynamic setting of general practice. Findings are being taken forward by national, locality-based and practice-level decision-makers; national regulators (e.g. in relation to safety); and educational providers for undergraduate, postgraduate and support staff (via a new set of competencies).

Future work: Ongoing and planned work to maximise impact from this study includes using our competency framework to inform training standards, pursuing our insights on quality and safety with policy-makers, a cross-country publication for policy-makers with examples from colleagues in other countries, resources to convey key messages to different audiences, and continuing speaking engagements for academic, policy and lay audiences.

Limitations: The sampling of practices was limited to Great Britain. Patient interviews were relatively sparse. While the study generated rich qualitative data which was useful in its own right, a larger sample of practices with a quantitative component could support formal hypothesis-testing, and a health economics component could allow firmer statements about efficiency.

Funding: This synopsis presents independent research funded by the National Institute for Health and Care Research (NIHR) Health and Social Care Delivery Research programme as award number NIHR132807.

英国全科实践2021-2023中的远程和数字服务:远程默认2纵向定性研究摘要。
背景:2020年COVID-19大流行开始时,广泛引入了远程服务(患者和工作人员不在一起)和数字服务(以某种方式通过数字媒介与患者会面)。我们对英国全科实践中远程和数字创新的引入、嵌入、演变和放弃进行了纵向定性研究。这篇概括性的论文总结了迄今为止的研究设计、方法、主要发现、产出和影响。研究概述和主要发现:从2021年9月到2023年12月,我们从12个一般实践的不同样本中收集了bb500h的人种学观察。其他数据来源包括200多次访谈(与执业人员、患者和更广泛的利益相关者)、4次多方利益相关者研讨会(184名参与者)、灰色文献(例如护理质量委员会报告)和安全事件报告。患者参与包括来自弱势背景(例如无家可归者、复杂需求)的数字排斥个体。数据被去识别,上传到NVivo (QSR International, Warrington, UK),按主题编码,并使用各种理论透镜进行分析。尽管一般做法面临紧缩、劳动力短缺、需求增加、工作量增加和采购挑战等不利环境,但在大流行的外部冲击之后,所有12种参与做法都在一定程度上适应了混合(传统和远程/数字相结合)供应的“新常态”。到2023年底,实践显示出数字成熟度的广泛差异,从广泛和创造性地使用数字技术的“开拓者”实践到主要向贫困和弱势群体提供面对面服务的“战略性传统”实践。我们使用创新扩散理论解释了实践的不同命运,强调了嵌入和常规化技术和流程所需的大量工作。数字化患者经常(但并非总是)发现远程和数字化服务方便且可导航,但弱势群体却遭到排斥。我们通过数字候选性、断裂反身性和交叉性来探索这些不平等现象。对于工作人员来说,远程和数字化任务和流程往往是复杂的、劳动密集型的、有压力的,并且依赖于积极的人际关系——这些发现与技术压力、痛苦和关系协调理论产生了共鸣。由于动态的复杂性,我们最初计划与患者共同设计基于研讨会的通路,但没有成功;转向更加定制和敏捷的设计过程为患者和员工提供了有用的资源。讨论:这项研究证实了先前社会技术研究的发现,即新技术从来不是“即插即用”的,适当的解决方案因环境而异。英国全科实践中数字提供的差异反映了不同的实践重点和人口需求。然而,一些实践的低数字化成熟度可能表明需要额外的资源、组织支持和加强吸收能力。数字化的负面影响很常见,但并非总是不可避免;随着人们的适应,“低效”的数字途径可能会随着时间的推移变得更加高效;而且,数字化对所有工作流程的影响并不相同(后台工作可能比临床判断更容易常规化)。我们开发了新的方法,让弱势和被排斥群体的患者参与进来,并扩展了共同设计的证据基础,以适应繁忙和动态的全科实践环境。国家、地方和实践层面的决策者正在推进调查结果;国家监管机构(例如与安全有关的监管机构);以及本科生、研究生和支持人员的教育提供者(通过一套新的能力)。未来工作:为了最大限度地发挥本研究的影响,正在进行的和计划中的工作包括:利用我们的能力框架为培训标准提供信息,与政策制定者一起探讨我们对质量和安全的见解,为政策制定者提供一份包含其他国家同事范例的跨国出版物,向不同受众传达关键信息的资源,以及继续为学术、政策和非专业受众进行演讲。局限性:实践的抽样仅限于英国。对病人的采访相对较少。虽然这项研究产生了丰富的定性数据,这些数据本身是有用的,但含有定量成分的更大的实践样本可以支持正式的假设检验,而卫生经济学成分可以允许对效率作出更坚定的陈述。资助:本摘要介绍了由国家卫生和保健研究所(NIHR)卫生和社会保健提供研究计划资助的独立研究,奖励号为NIHR132807。
本文章由计算机程序翻译,如有差异,请以英文原文为准。
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