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Involving	
  Consumers	
  in	
  
                Systema3c	
  Reviews	
  

                                       Julia	
  Kreis	
  
                              Harkness/Bosch	
  Fellow	
  
               Johns	
  Hopkins	
  Bloomberg	
  School	
  of	
  Public	
  Health	
  



Support for this research was provided by The Institute of Medicine and The Commonwealth Fund.
 The views presented here are those of the author and should not be attributed to The Institute of
         Medicine, The Commonwealth Fund or its respective directors, officers, or staff.
Consumer	
  involvement	
  is	
  a	
  priority	
  for	
  
                                                           	
  
    Compara-ve	
  Effec-veness	
  Research             	
  

                  IOM	
  Report	
  on	
  Ini-al	
  Na-onal	
  Priori-es	
  
                                                                       	
  
           in	
  Compara-ve	
  Effec-veness	
  Research	
  (2009):	
         	
  

                 	
  “the	
  CER	
  program	
  should	
  fully	
  involve	
  
                                                                           	
  
                 consumers,	
  pa:ents,	
  and	
  caregivers	
        	
  
                              in	
  key	
  aspects	
  of	
  CER,	
  
                                                                	
  
including	
  strategic	
  planning,	
  priority	
  se<ng,	
  research	
  proposal	
  
        development,	
  peer	
  review,	
  and	
  dissemina:ons”                	
  
What	
  do	
  we	
  know	
  about	
  
                                           	
  
consumer	
  involvement	
  in	
  systema-c	
  reviews?	
  

  How	
  are	
  “consumers”	
  defined	
  in	
  the	
  literature?	
  	
  

  What	
  is	
  the	
  ra-onale	
  for	
  involving	
  consumers	
  in	
  health	
  research?	
  

  What	
  are	
  frameworks	
  to	
  describe	
  consumer	
  involvement	
  in	
  
   health	
  research?	
  

  How	
  are	
  consumers	
  currently	
  involved	
  in	
  systema-c	
  reviews?	
  

  Which	
  issues	
  deserve	
  further	
  aNen-on?	
  
How	
  are	
  “consumers”	
  defined	
  	
  
                             in	
  the	
  literature?	
  
Cochrane	
  Glossary:	
  	
  
    “someone	
  who	
  uses,	
  is	
  affected	
  by,	
  or	
  who	
  is	
  en3tled	
  to	
  use	
  a	
  
    health-­‐related	
  service”	
  


CCNet:	
  	
  	
  
     “Consumer	
  in	
  Cochrane”	
  =	
  “an	
  individual	
  who	
  has	
  unique	
  personal	
  
     experiences	
  that	
  allow	
  him	
  or	
  her	
  to	
  provide	
  an	
  effec-ve	
  healthcare	
  
     user/receiver	
  perspec-ve	
  to	
  a	
  systema-c	
  review	
  ques-on”	
  


 A.	
  Herxheimer:	
  	
  
      “informed	
  pa3ent	
  who	
  has	
  taken	
  the	
  trouble	
  to	
  learn	
  about	
  
      research	
  methods	
  and	
  can	
  contribute	
  insight	
  and	
  personal	
  
      experience	
  to	
  trial	
  design,	
  or	
  even	
  suggest	
  new	
  topics	
  for	
  research”	
  
What	
  is	
  the	
  ra-onale	
  for
                                                          	
  
               involving	
  consumers	
  in	
  health	
  research?	
  
             it	
  improves	
  the	
  quality	
  of	
                                               it	
  is	
  poli-cally	
  &	
  ethically	
  
                    the	
  research	
  product 	
                                                                   required       	
  


                                                                           Perspec3ves:	
  
                    “Consumerism”	
                                                                                  “Empowerment”	
  
                    Increase	
  consumers’	
                                                    Enable	
  consumers	
  to	
  greater	
  
                    sa-sfac-on	
  with	
  the	
  product	
                                     autonomy	
  in	
  decision	
  making	
  

                           Different	
  status	
  of	
  consumers	
  within	
  a	
  research	
  project.	
  
                                        Different	
  methods	
  for	
  involvement.	
  

Boote	
  J	
  et	
  al.	
  Consumer	
  involvement	
  in	
  health	
  research:	
  a	
  review	
  and	
  research	
  agenda.	
  Health	
  Policy.	
  2002;	
  61(2):213-­‐36.	
  
What	
  are	
  frameworks	
  to	
  describe	
  
           consumer	
  involvement	
  in	
  health	
  research?	
  
      Consumer	
  control	
  
     “Consumers	
  designing,	
  undertaking	
  and	
  
     dissemina-ng	
  the	
  results	
  of	
  a	
  research	
  project”	
  
                                                                                                                                                  Increasing	
  
                                                                                                                                                  empowerment	
  
     Collabora3on	
  
                                                                                                                                                  of	
  consumers	
  
     “Ac-ve,	
  on-­‐going	
  partnership”	
                                                                                                      within	
  the	
  
                                                                                                                                                  research	
  process	
  
     Consulta3on	
  
     “Asking	
  consumers	
  for	
  their	
  views	
  and	
  using	
  
     these	
  views	
  to	
  inform	
  decision-­‐making”	
  


Boote	
  J	
  et	
  al.	
  Consumer	
  involvement	
  in	
  health	
  research:	
  a	
  review	
  and	
  research	
  agenda.	
  Health	
  Policy.	
  2002;	
  61(2):213-­‐36.	
  
Hanley	
  B	
  et	
  al.	
  Involving	
  the	
  Public	
  in	
  NHS,	
  Public	
  Health	
  and	
  Social	
  Care	
  Research:	
  Briefing	
  Notes	
  for	
  Researchers.	
  Eastleigh:	
  
INVOLVE,	
  2003	
  
How	
  are	
  consumers	
  currently	
  involved	
  in	
  
                   systema-c	
  reviews?	
  
Interviews	
  with	
  key	
  informants	
  	
  
•  of	
  15	
  selected	
  organiza-ons	
  that	
  conduct	
  and/or	
  commission	
  
   systema-c	
  reviews	
  	
  
•  in	
  the	
  United	
  States	
  	
  
•  and	
  Campbell	
  Collabora-on,	
  Cochrane	
  Collabora-on	
  

Preliminary	
  results	
  	
  
•  Few	
  organiza-ons	
  of	
  the	
  sample	
  have	
  an	
  explicit	
  policy	
  to	
  involve	
  
   consumers	
  
•  No	
  common	
  standard	
  of	
  involving	
  consumers	
  in	
  systema-c	
  reviews	
  
•  Different	
  types	
  of	
  involvement:	
  	
  
   aim	
  /	
  groups	
  of	
  consumers	
  involved	
  /	
  methods	
  of	
  involvement	
  
Possible	
  aims	
  of	
  involving	
  consumers	
  in	
  
                           systema-c	
  reviews   	
  
                   -­‐	
  from	
  the	
  interviews	
  -­‐
                                                        	
  
                          •  Increase	
  the	
  relevance	
  of	
  the	
  review	
  	
  
Quality	
  
                          •  Increase	
  the	
  accessibility	
  of	
  the	
  review	
  	
  

                          •  Increase	
  the	
  acceptance	
  of	
  the	
  review	
  results	
  	
  
Percep-on	
  
                          •  Increase	
  the	
  transparency,	
  public	
  trust	
  and	
  
                             accountability	
  of	
  the	
  research	
  process	
  	
  

                          •  Promote	
  the	
  evidence-­‐based	
  approach	
  
Cultural	
  changes	
  
                          •  Establish	
  a	
  culture	
  of	
  knowledge-­‐exchange	
  
                             between	
  researchers	
  and	
  consumers	
  
Consulta3on	
                 “Personal	
  Experience”	
  
Aim:	
  	
                 Ensure	
  the	
  relevance	
  of	
  the	
  review:	
  understand	
  and	
  address	
  the	
  
                           ques-ons	
  that	
  are	
  relevant	
  from	
  the	
  pa-ents’	
  perspec-ve	
  
Who:	
                     Pa-ents	
  with	
  a	
  personal	
  experience	
  of	
  the	
  target	
  condi-on	
  
                           Pa-ent	
  representa-ves	
  
                           Informal	
  caregivers,	
  families	
  
How:	
  	
                 Interviews	
  or	
  focus	
  groups	
  
Review	
  phase:	
         Development	
  of	
  drai	
  protocol	
  
Perceived	
  
impact:	
  	
              Possibly	
  cri-cal	
  for	
  usefulness	
  

Things	
  to	
  consider	
  (raised	
  by	
  the	
  interviewees):	
  	
  
•  Representa-veness?	
  
•  Pa-ents	
  or	
  pa-ent	
  representa-ves?	
  
•  Researchers’	
  interest	
  vs.	
  pa-ents’	
  interest?	
  
Consulta3on	
                       “Public	
  Comment”	
  
Aim:	
  	
                  Increase	
  transparency,	
  public	
  trust	
  and	
  accountability	
  
Who:	
                      The	
  public	
  
How:	
  	
                  Comment	
  on	
  drai	
  protocol	
  &	
  drai	
  review	
  via	
  website	
  
Review	
  phase:	
          Drai	
  protocol	
  /	
  drai	
  review	
  
Perceived	
  
impact:	
                   “Safeguard”	
  for	
  excep-onal	
  cases	
  




Things	
  to	
  consider	
  (raised	
  by	
  the	
  interviewees):	
  	
  	
  
•  How	
  are	
  comments	
  handled?	
  
Collabora3on	
              “Stakeholder	
  Group”	
  	
  
Aim:	
  	
             Increase	
  acceptance	
  of	
  the	
  review’s	
  results	
  and	
  of	
  the	
  
                       evidence-­‐based	
  approach	
  
Who:	
                 Stakeholders,	
  i.e.	
  pa-ent/consumer	
  organiza-ons	
  
How:	
  	
             Stakeholder	
  advisory	
  groups	
  
Review	
  phase:	
     Discuss	
  	
  drai	
  protocol,	
  drai	
  review	
  	
  
Perceived	
  
impact:	
              Helped	
  to	
  increase	
  acceptance	
  	
  



Things	
  to	
  consider	
  (raised	
  by	
  the	
  interviewees):	
  	
  
•  Collabora-on	
  with	
  stakeholders	
  vs.	
  integrity	
  of	
  research?	
  	
  
•  Person	
  with	
  media-ng	
  skills	
  between	
  researchers	
  and	
  stakeholders	
  
   available?	
  
What	
  do	
  we	
  know	
  about	
  
                                           	
  
consumer	
  involvement	
  in	
  systema-c	
  reviews?	
  


    	
  Consumers	
  are	
  currently	
  involved	
  in	
  a	
  variety	
  of	
  ways.	
  

    These	
  reflect	
  different	
  ra-onales	
  for	
  involving	
  consumers.	
  

    	
  More	
  evidence	
  on	
  the	
  impact	
  is	
  desirable.	
  
Which	
  issues	
  deserve	
  further	
  aNen-on?	
  
              Issues	
  for	
  CUE	
  to	
  discuss
                                                  	
  
•  Level	
  of	
  involvement	
  
     	
  Which	
  level	
  of	
  involvement	
  is	
  preferred	
  from	
  a	
  consumer	
  
         perspec-ve?	
  	
  

•  Choosing	
  the	
  “right”	
  consumer	
  organiza3ons	
  
     	
  What	
  if	
  a	
  consumer	
  organiza-on	
  is	
  not	
  dedicated	
  to	
  the	
  
         principles	
  of	
  evidence-­‐based	
  health	
  care?	
  

•  Individuals	
  or	
  representa3ves	
  
      	
  Should	
  consumers	
  be	
  involved	
  as	
  individuals	
  or	
  as	
  
          representa-ves	
  of	
  a	
  cons-tuency?	
  
Thank	
  you.
             	
  

jkreis@jhsph.edu	
  

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Stakeholder group (pa-ents, clinicians, policy-­‐makers) provides input throughout the review process Review phase: All phases Perceived impact: Highly relevant for policy-­‐making and implementa-on Things to consider (raised by

  • 1. Involving  Consumers  in   Systema3c  Reviews   Julia  Kreis   Harkness/Bosch  Fellow   Johns  Hopkins  Bloomberg  School  of  Public  Health   Support for this research was provided by The Institute of Medicine and The Commonwealth Fund. The views presented here are those of the author and should not be attributed to The Institute of Medicine, The Commonwealth Fund or its respective directors, officers, or staff.
  • 2. Consumer  involvement  is  a  priority  for     Compara-ve  Effec-veness  Research   IOM  Report  on  Ini-al  Na-onal  Priori-es     in  Compara-ve  Effec-veness  Research  (2009):      “the  CER  program  should  fully  involve     consumers,  pa:ents,  and  caregivers     in  key  aspects  of  CER,     including  strategic  planning,  priority  se<ng,  research  proposal   development,  peer  review,  and  dissemina:ons”  
  • 3. What  do  we  know  about     consumer  involvement  in  systema-c  reviews?     How  are  “consumers”  defined  in  the  literature?       What  is  the  ra-onale  for  involving  consumers  in  health  research?     What  are  frameworks  to  describe  consumer  involvement  in   health  research?     How  are  consumers  currently  involved  in  systema-c  reviews?     Which  issues  deserve  further  aNen-on?  
  • 4. How  are  “consumers”  defined     in  the  literature?   Cochrane  Glossary:     “someone  who  uses,  is  affected  by,  or  who  is  en3tled  to  use  a   health-­‐related  service”   CCNet:       “Consumer  in  Cochrane”  =  “an  individual  who  has  unique  personal   experiences  that  allow  him  or  her  to  provide  an  effec-ve  healthcare   user/receiver  perspec-ve  to  a  systema-c  review  ques-on”   A.  Herxheimer:     “informed  pa3ent  who  has  taken  the  trouble  to  learn  about   research  methods  and  can  contribute  insight  and  personal   experience  to  trial  design,  or  even  suggest  new  topics  for  research”  
  • 5. What  is  the  ra-onale  for   involving  consumers  in  health  research?   it  improves  the  quality  of   it  is  poli-cally  &  ethically   the  research  product   required   Perspec3ves:   “Consumerism”   “Empowerment”   Increase  consumers’   Enable  consumers  to  greater   sa-sfac-on  with  the  product   autonomy  in  decision  making   Different  status  of  consumers  within  a  research  project.   Different  methods  for  involvement.   Boote  J  et  al.  Consumer  involvement  in  health  research:  a  review  and  research  agenda.  Health  Policy.  2002;  61(2):213-­‐36.  
  • 6. What  are  frameworks  to  describe   consumer  involvement  in  health  research?   Consumer  control   “Consumers  designing,  undertaking  and   dissemina-ng  the  results  of  a  research  project”   Increasing   empowerment   Collabora3on   of  consumers   “Ac-ve,  on-­‐going  partnership”   within  the   research  process   Consulta3on   “Asking  consumers  for  their  views  and  using   these  views  to  inform  decision-­‐making”   Boote  J  et  al.  Consumer  involvement  in  health  research:  a  review  and  research  agenda.  Health  Policy.  2002;  61(2):213-­‐36.   Hanley  B  et  al.  Involving  the  Public  in  NHS,  Public  Health  and  Social  Care  Research:  Briefing  Notes  for  Researchers.  Eastleigh:   INVOLVE,  2003  
  • 7. How  are  consumers  currently  involved  in   systema-c  reviews?   Interviews  with  key  informants     •  of  15  selected  organiza-ons  that  conduct  and/or  commission   systema-c  reviews     •  in  the  United  States     •  and  Campbell  Collabora-on,  Cochrane  Collabora-on   Preliminary  results     •  Few  organiza-ons  of  the  sample  have  an  explicit  policy  to  involve   consumers   •  No  common  standard  of  involving  consumers  in  systema-c  reviews   •  Different  types  of  involvement:     aim  /  groups  of  consumers  involved  /  methods  of  involvement  
  • 8. Possible  aims  of  involving  consumers  in   systema-c  reviews   -­‐  from  the  interviews  -­‐   •  Increase  the  relevance  of  the  review     Quality   •  Increase  the  accessibility  of  the  review     •  Increase  the  acceptance  of  the  review  results     Percep-on   •  Increase  the  transparency,  public  trust  and   accountability  of  the  research  process     •  Promote  the  evidence-­‐based  approach   Cultural  changes   •  Establish  a  culture  of  knowledge-­‐exchange   between  researchers  and  consumers  
  • 9. Consulta3on   “Personal  Experience”   Aim:     Ensure  the  relevance  of  the  review:  understand  and  address  the   ques-ons  that  are  relevant  from  the  pa-ents’  perspec-ve   Who:   Pa-ents  with  a  personal  experience  of  the  target  condi-on   Pa-ent  representa-ves   Informal  caregivers,  families   How:     Interviews  or  focus  groups   Review  phase:   Development  of  drai  protocol   Perceived   impact:     Possibly  cri-cal  for  usefulness   Things  to  consider  (raised  by  the  interviewees):     •  Representa-veness?   •  Pa-ents  or  pa-ent  representa-ves?   •  Researchers’  interest  vs.  pa-ents’  interest?  
  • 10. Consulta3on   “Public  Comment”   Aim:     Increase  transparency,  public  trust  and  accountability   Who:   The  public   How:     Comment  on  drai  protocol  &  drai  review  via  website   Review  phase:   Drai  protocol  /  drai  review   Perceived   impact:   “Safeguard”  for  excep-onal  cases   Things  to  consider  (raised  by  the  interviewees):       •  How  are  comments  handled?  
  • 11. Collabora3on   “Stakeholder  Group”     Aim:     Increase  acceptance  of  the  review’s  results  and  of  the   evidence-­‐based  approach   Who:   Stakeholders,  i.e.  pa-ent/consumer  organiza-ons   How:     Stakeholder  advisory  groups   Review  phase:   Discuss    drai  protocol,  drai  review     Perceived   impact:   Helped  to  increase  acceptance     Things  to  consider  (raised  by  the  interviewees):     •  Collabora-on  with  stakeholders  vs.  integrity  of  research?     •  Person  with  media-ng  skills  between  researchers  and  stakeholders   available?  
  • 12. What  do  we  know  about     consumer  involvement  in  systema-c  reviews?      Consumers  are  currently  involved  in  a  variety  of  ways.     These  reflect  different  ra-onales  for  involving  consumers.      More  evidence  on  the  impact  is  desirable.  
  • 13. Which  issues  deserve  further  aNen-on?   Issues  for  CUE  to  discuss   •  Level  of  involvement    Which  level  of  involvement  is  preferred  from  a  consumer   perspec-ve?     •  Choosing  the  “right”  consumer  organiza3ons    What  if  a  consumer  organiza-on  is  not  dedicated  to  the   principles  of  evidence-­‐based  health  care?   •  Individuals  or  representa3ves    Should  consumers  be  involved  as  individuals  or  as   representa-ves  of  a  cons-tuency?  
  • 14. Thank  you.   jkreis@jhsph.edu