Difference between revisions of "Using qualitative studies to improve the usability of an EMR"

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== Research question ==
 
== Research question ==
  
Are studies based on qualitative data efficacious in helping improve the usability of EMRs and if so what design solutions can be recommended?   
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Are studies based on qualitative data efficacious in helping improve the [[usability]] of [[EMR|electronic health records (EMR)]] and if so what design solutions can be recommended?   
 
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== Methods ==
 
== Methods ==
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=== Design ===
 
=== Design ===
  
Each of the qualitative studies focused on users of the Longitudinal Medical Record, a web-based application that facilitates the management of patient information, provides clinical messaging, and standardizes methods of data entry and retrieval.  Then the following three forms of evaluation were applied:
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Each of the qualitative studies focused on users of the Longitudinal Medical Record (LMR), a web-based application that facilitates the management of patient information, provides clinical messaging, and standardizes methods of data entry and retrieval.  Then the following three forms of evaluation were applied:
  
''Task Analysis''
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* '''Task Analysis''': Task analysis clarifies the objectives of each task, which tasks are most important to users, and which tasks depend on other tasks
  
Task analysis clarifies the objectives of each task, which tasks are most important to users, and which tasks depend on other tasks
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* '''Focus Groups''': Focus groups are an informal and relatively unstructured exercise that can help assess user needs and feelings both before and after system design
  
''Focus Groups''
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* '''Collaboration''': Task analysis and focus group studies were conducted independently of each other with an agreement between their respective administrators to collaborate and identify common themes during the data analysis phase. This resulted in a joint effort to systematically compare the results of our inspection and propose solutions for enhancing LMR’s usability
 
+
Focus groups are an informal and relatively unstructured exercise that can help assess user needs and feelings both before and after system design
+
 
+
''Collaboration''
+
 
+
Task analysis and focus group studies were conducted independently of each other with an agreement between their respective administrators to collaborate and identify common themes during the data analysis phase. This resulted in a joint effort to systematically compare the results of our inspection and propose solutions for enhancing LMR’s usability
+
  
 
=== Measurements ===
 
=== Measurements ===
  
Each of the qualitative studies focused on users of the Longitudinal Medical Record, a web-based application that facilitates the management of patient information, provides clinical messaging, and standardizes methods of data entry and retrieval.
+
Each of the qualitative studies focused on users of the Longitudinal Medical Record, a web-based application that facilitates the management of patient information, provides clinical messaging, and standardizes methods of data entry and retrieval.  
  
 
== Results ==
 
== Results ==
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=== Main results ===
 
=== Main results ===
  
 +
The two qualitative studies showed that there were a lot of consistencies in issues with usability of LMR.  Deficiencies were identified specifically with regard to the following aspects:
  
 +
'''Navigation'''
  
The five strongest individual predictors were avg reads, orders entered, avg writes, patient age, and parent level 3. Classifiers showed average kappa scores ranging between 0.47 (rules) and 0.56 (Stacking) indicating an overall moderate level of agreementStacking outperformed the other two competitors in all 10 bootstrapped test sets in spite of there being no statistical difference among the Stacking, Bayesian network, and SVM classifiersThe boosted algorithms were not statistically significance in their difference from their non-boosted counterparts. The learning methods showed varied performance levels regarding the prediction of each individual class.  
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Both studies qualified the navigation aspect as "awkward" and subjectively used too many clicks to get data entered or retrieved.   Too many popup menus were offered which crowded the screen. Physicians created workarounds by opening up multiple browsers which was not ideal as it was time-consuming and consumed the system's resources, slowing down the computer.
 +
 
 +
* '''Information Design''' The presentation of the screens created issuesThe Results Manager’s usage of color and low contrast with data objects that are in their “selected” state made it difficult to read or identify the information quicklyIn addition, there was a poor balance of displaying what the provider needed with what was available in "one click away" from the current screen.
 +
* '''Customization''' Comments regarding customization were targeted primarily toward the letter-writing feature in Results Manager. Many physicians often used their own letters and found the pre-defined letter templates of Results Manager to be inadequate for all their workflow needs.  
 +
* '''Workflow''' The participants came from a variety of workflow backgrounds.  Some blocked off time at the end of the day to enter notes, while others entered at the end of each patient visit.  The biggest complaint from workflow again came from navigational issues--specifically the popup menus which slowed productivity.
  
 
== Conclusion ==
 
== Conclusion ==
  
The results suggest that while information needs are strongly affected by the characteristics of users, patients, and medications classification models based on Infobutton usage data are a promising method for the prediction of content topics that a clinician would choose to answer patient care questions while using an EMR system.   
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Through a thorough examination of two studies, it can be shown that qualitative research can help focus attention on user tasks and goals and identify patterns of care.  Findings from both studies found consistency with regards to issues with the organization of information in the display, interference with workflow patterns of primary care physicians, and the availability of visual cues.   
  
 
== Commentary ==
 
== Commentary ==
  
In contemplating this study it is important to take particular note of the key limitation: because the attribute sets and classification models were developed specific to the researchers’ institution the specifics of the study will probably not generalize to other institutions. Recognizing that the outcomes are likely to be different on an institution by institution basis it is then possible to be guided by the learning methods and subset of attributes that were used in the study.
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Usability engineering can play a valuable role in assisting product design teams, unfortunately it has not been a routine part of designing clinical computing systems.  Upon interviewing many of the test subjects who evaluated the EMR system, some identified system speed to be the primary determinant of user satisfaction, but most felt that usability principles and not speed or technology alone was necessary for the success of the EMR.  Although usability is a broad term, it can be narrowed to two groups via various theories of human cognition and visual sensory perception.
 +
 
 +
First, it relates to navigation and system content.  This is where efficiency of the EMR comes into play in defining usability.  When efficiency slows down, the physician blames system speed, however technology is not the issue, rather often its the myriad of details and popup menus which create an overload in visual sensation.  The fact that often the users created workarounds by opening multiple browsers reinforced this conclusion.  Navigation and system content needs to be designed around user workflow--not a one size fits all.  Different practice styles from various specialties and personalities come into play.re is
 +
 
 +
Second, information design is an important aspect of usability.  Cognitive load theory defines the amount of "mental energy" needed to process the information or task in front of the user.  There is a direct relationship between cognitive load and the amount of information present.  Visualization also affects cognitive load as when too many screen elements come close together, the processing of information becomes slowed.  Resolution can decrease efficiency if contrast or colors are not ideal and can mask the visual hierarchy.
  
The overview of machine learning algorithms is helpful particularly when combined with the performance note that their experience was that Boosting algorithms did not significantly improve upon the performance on non-boosted counterparts contrary to prior studies, something that could be explained by the base algorithms that they chose to use were already strong learners rather than weaker ones used in previous comparison studies. Overall the researchers show strong awareness of the potential influences on the outcomes. For example they acknowledge that avg reads, avg writes, and orders entered are attributes that are more likely to appear in quantities for outpatient clinicians, potentially giving a better description of users than specialty and discipline.
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== Related papers ==
  
They give a nice overview of some potential usability goals under Discussion: “to present the minimal amount of information to support quick decisions, reducing unnecessary navigation steps and exposure to irrelevant information.”  That excellent summary would make an excellent goals statement for many infobutton or help button projects. The data transformation to Parent level 3, or main drug ingredient, was extremely well done.
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* Another one of B. Middleton's papers: [[Enhancing patient safety and quality of care by improving the usability of electronic health record systems: recommendations from AMIA]]
  
The one slightly questionable area fell into data cleaning where sessions of more than four topics were categorized as likely to have been for “testing, demonstration, or training purposes” rather than confusion, misdirection or explorative hunting.  Definitely an article worth reading for anyone looking to improve information retrieval via predictive classification models, as the methods are extremely interesting even if the results are likely to be different on an institution by institution basis.
 
  
 
== References ==
 
== References ==
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[[Category:BMI512-WINTER-11]]
 
 
[[Category:Reviews]]
 
[[Category:Reviews]]
[[Category:Methodologies and Frameworks]]
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[[Category:Usability]]
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[[Category:qualitative analysis]]
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[[Category:Interface, Usability and Accessibility]]

Latest revision as of 06:23, 16 February 2015

This is a review for Alan F. Rose, Jeffrey L. Schnipper, Elyse R. Park, Eric G. Poon, Qi Li, and Blackford Middleton application of qualitative guidelines in the assessment and improvement of EMR usability. [1]

Research question

Are studies based on qualitative data efficacious in helping improve the usability of electronic health records (EMR) and if so what design solutions can be recommended?

Methods

Environment

Two separate qualitative studies that attempted to identify user task flows with an existing EMR, to better understand the environment in which these tasks are performed, and to determine how overall usability can be improved.

Design

Each of the qualitative studies focused on users of the Longitudinal Medical Record (LMR), a web-based application that facilitates the management of patient information, provides clinical messaging, and standardizes methods of data entry and retrieval. Then the following three forms of evaluation were applied:

  • Task Analysis: Task analysis clarifies the objectives of each task, which tasks are most important to users, and which tasks depend on other tasks
  • Focus Groups: Focus groups are an informal and relatively unstructured exercise that can help assess user needs and feelings both before and after system design
  • Collaboration: Task analysis and focus group studies were conducted independently of each other with an agreement between their respective administrators to collaborate and identify common themes during the data analysis phase. This resulted in a joint effort to systematically compare the results of our inspection and propose solutions for enhancing LMR’s usability

Measurements

Each of the qualitative studies focused on users of the Longitudinal Medical Record, a web-based application that facilitates the management of patient information, provides clinical messaging, and standardizes methods of data entry and retrieval.

Results

Findings from both studies raised issues with the amount and organization of information in the display, interference with workflow patterns of primary care physicians, and the availability of visual cues and feedback. These findings were then used to recommend user interface design changes.

Main results

The two qualitative studies showed that there were a lot of consistencies in issues with usability of LMR. Deficiencies were identified specifically with regard to the following aspects:

Navigation

Both studies qualified the navigation aspect as "awkward" and subjectively used too many clicks to get data entered or retrieved. Too many popup menus were offered which crowded the screen. Physicians created workarounds by opening up multiple browsers which was not ideal as it was time-consuming and consumed the system's resources, slowing down the computer.

  • Information Design The presentation of the screens created issues. The Results Manager’s usage of color and low contrast with data objects that are in their “selected” state made it difficult to read or identify the information quickly. In addition, there was a poor balance of displaying what the provider needed with what was available in "one click away" from the current screen.
  • Customization Comments regarding customization were targeted primarily toward the letter-writing feature in Results Manager. Many physicians often used their own letters and found the pre-defined letter templates of Results Manager to be inadequate for all their workflow needs.
  • Workflow The participants came from a variety of workflow backgrounds. Some blocked off time at the end of the day to enter notes, while others entered at the end of each patient visit. The biggest complaint from workflow again came from navigational issues--specifically the popup menus which slowed productivity.

Conclusion

Through a thorough examination of two studies, it can be shown that qualitative research can help focus attention on user tasks and goals and identify patterns of care. Findings from both studies found consistency with regards to issues with the organization of information in the display, interference with workflow patterns of primary care physicians, and the availability of visual cues.

Commentary

Usability engineering can play a valuable role in assisting product design teams, unfortunately it has not been a routine part of designing clinical computing systems. Upon interviewing many of the test subjects who evaluated the EMR system, some identified system speed to be the primary determinant of user satisfaction, but most felt that usability principles and not speed or technology alone was necessary for the success of the EMR. Although usability is a broad term, it can be narrowed to two groups via various theories of human cognition and visual sensory perception.

First, it relates to navigation and system content. This is where efficiency of the EMR comes into play in defining usability. When efficiency slows down, the physician blames system speed, however technology is not the issue, rather often its the myriad of details and popup menus which create an overload in visual sensation. The fact that often the users created workarounds by opening multiple browsers reinforced this conclusion. Navigation and system content needs to be designed around user workflow--not a one size fits all. Different practice styles from various specialties and personalities come into play.re is

Second, information design is an important aspect of usability. Cognitive load theory defines the amount of "mental energy" needed to process the information or task in front of the user. There is a direct relationship between cognitive load and the amount of information present. Visualization also affects cognitive load as when too many screen elements come close together, the processing of information becomes slowed. Resolution can decrease efficiency if contrast or colors are not ideal and can mask the visual hierarchy.

Related papers


References

  1. . Creating Using qualitative studies to improve the usability of an EMR. J Biomed Inform. 2005 February ; 38(1): 51-60. http://dx.doi.org/10.1016/j.jbi.2004.11.006