Patient Engagement in Integrated Care: What Matters and Why?

IF 3.2 3区 医学 Q2 HEALTH CARE SCIENCES & SERVICES Health Expectations Pub Date : 2025-01-09 DOI:10.1111/hex.70146
Marissa Bird, Nick Zonneveld, Francine Buchanan, Kerry Kuluski
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Also, we cannot create systems that actually work for individuals and communities without engaging the public (i.e., users of the ‘system’) in shaping what they should look like. Ultimately, partnering with patients, caregivers and community members can advance and optimise the implementation and development of integrated care that is more meaningful for people who use health and social care.</p><p>In the existing body of literature on integrated care, it is not always clear the extent to which patients, caregivers and community are involved in its design, implementation and evaluation. Further, the level of engagement described in the literature is not always detailed and may be limited to one-way communication, such as ad hoc consultations or surveys, which can be considered tokenistic if not fit for purpose. 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Importantly, we saw examples of engagement with diverse communities and populations that are often left behind due to structural and social marginalisation [<span>7-9</span>] or high degrees of medical [<span>2</span>] or social complexity [<span>5</span>] providing important examples of people who have been historically excluded from research. In some studies, engagement was taken one step further by working with patient and caregiver partners as <i>members of the study team</i> or co-researchers who participated in some or all stages of the research life cycle [<span>6, 10, 11</span>]. Whitmore et al trained people with type I diabetes as peer researchers, amplifying the impact of the research by recruiting a diverse group of people with diabetes for their study resulting in a rich codesign process and important insights related to optimising recruitment and integrating services for this population. In other cases, tools and interventions were codesigned to support better care experiences and coordination of services [<span>11, 12</span>] with the aim of implementing and sustaining these interventions over time.</p><p>Several important calls to action arose from this paper series, borne out of interviews, literature syntheses and the design of frameworks. These calls to action can guide us into the future as we seek to create more integrated systems of care where populations are engaged in its design, implementation, evaluation and evolution. These calls to action position patient partners as leaders in this endeavour [<span>13</span>], as essential members of care delivery teams [<span>14</span>] and shed light on the role of peers as essential connectors between underserved communities and care providers [<span>15</span>]. Furthermore, we were introduced to the Expanded Chronic Care Patient-Professional Partnership Model (E2C3PM) which is designed to rebalance power between care providers, patients and their caregivers as they navigate the complexities of health systems [<span>16</span>].</p><p>Engagement methods such as codesign (featured prominently in this collection of papers) are effective in bringing together people with lived health care experience, people working at the front lines of health and social care and those with the power to implement change. By working in partnership, the detail and nuance required to embed findings into complex, disparately functioning health and social care systems can be unearthed. However, our current ‘project focused’ culture and limited bouts of funding creates a challenge in making fundamental, lasting, and adaptable changes needed to create a more interconnected system for people who use, deliver and manage health and social care. 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The democratisation of healthcare research and operationalization via PCC engagement has been demonstrated to improve research credibility and applicability to PCC [<span>18</span>], as well as improving health outcomes and experiences for PCC by tailoring programs to suit their needs [<span>19</span>].</p><p>However, reliance on solely project-based PCC engagement may be problematic for integrated care. The central defining features of integrated care include continuity and coordination of health and social care service [<span>20</span>]. Continuity and coordination are achieved through the pursuit of an organised set of activities aimed at integrating health and social care services for communities and populations. 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Often, the few partners selected for engagement are not representative of the diversity of the population, potentially exacerbating systematic oppression and exclusion of groups whose voices are not captured in health research and operationalization engagement efforts. Finding solutions to the person-centred and population-focused paradox requires a focus on extending engagement beyond time-limited projects, as well as harnessing PCC input on a broader scale than single voices. Potential paths forward for this type of dual-focused engagement exist, such as ecological approaches that account for the interaction between individuals and the wider health ecosystem [<span>22</span>].</p><p>We encourage those working at the intersection of integrated care and patient engagement to consider both the person and the population in their engagement efforts.</p><p>MB and KK drafted the initial version of the manuscript, NZ and FB contributed to critically revising the manuscript. 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引用次数: 0

Abstract

This special issue endeavoured to solicit papers that were examining, advancing and ideally connecting the fields of patient, caregiver and community engagement with integrated care (defined as the connectivity between health and social care at the micro, meso or macro levels) [1]. Engagement and integrated care can be considered symbiotic: engaging with patients, caregivers with lived illness experience and community partners helps us to understand how we can better connect the dots between the often-disparate health and social settings and resources, which is one of the goals of integrated care. Also, we cannot create systems that actually work for individuals and communities without engaging the public (i.e., users of the ‘system’) in shaping what they should look like. Ultimately, partnering with patients, caregivers and community members can advance and optimise the implementation and development of integrated care that is more meaningful for people who use health and social care.

In the existing body of literature on integrated care, it is not always clear the extent to which patients, caregivers and community are involved in its design, implementation and evaluation. Further, the level of engagement described in the literature is not always detailed and may be limited to one-way communication, such as ad hoc consultations or surveys, which can be considered tokenistic if not fit for purpose. This Special Edition is unique in that it set out to find examples that brought the worlds of integrated care and engagement together, particularly deeper levels of engagement, like codesign and examples where patients, caregivers and communities were partners in research and decision making.

What surfaced in this collection of papers was a rich tapestry of codesign projects with a number of populations ranging from (and not limited to) young children with complex care needs [2], to adolescents at risk of suicide [3, 4], to pregnant and parenting women with substance use disorder [5], to older adults requiring palliative care [6]. Importantly, we saw examples of engagement with diverse communities and populations that are often left behind due to structural and social marginalisation [7-9] or high degrees of medical [2] or social complexity [5] providing important examples of people who have been historically excluded from research. In some studies, engagement was taken one step further by working with patient and caregiver partners as members of the study team or co-researchers who participated in some or all stages of the research life cycle [6, 10, 11]. Whitmore et al trained people with type I diabetes as peer researchers, amplifying the impact of the research by recruiting a diverse group of people with diabetes for their study resulting in a rich codesign process and important insights related to optimising recruitment and integrating services for this population. In other cases, tools and interventions were codesigned to support better care experiences and coordination of services [11, 12] with the aim of implementing and sustaining these interventions over time.

Several important calls to action arose from this paper series, borne out of interviews, literature syntheses and the design of frameworks. These calls to action can guide us into the future as we seek to create more integrated systems of care where populations are engaged in its design, implementation, evaluation and evolution. These calls to action position patient partners as leaders in this endeavour [13], as essential members of care delivery teams [14] and shed light on the role of peers as essential connectors between underserved communities and care providers [15]. Furthermore, we were introduced to the Expanded Chronic Care Patient-Professional Partnership Model (E2C3PM) which is designed to rebalance power between care providers, patients and their caregivers as they navigate the complexities of health systems [16].

Engagement methods such as codesign (featured prominently in this collection of papers) are effective in bringing together people with lived health care experience, people working at the front lines of health and social care and those with the power to implement change. By working in partnership, the detail and nuance required to embed findings into complex, disparately functioning health and social care systems can be unearthed. However, our current ‘project focused’ culture and limited bouts of funding creates a challenge in making fundamental, lasting, and adaptable changes needed to create a more interconnected system for people who use, deliver and manage health and social care. The importance of having continuous funding cycles, integrated care measures and academic and policy evaluation that take into consideration the time and challenges it takes for this work to happen is required.

As demonstrated by the articles included in this special issue and consistent with historical engagement efforts in healthcare, patients, caregivers, and community partners (PCC) have largely been engaged in healthcare research and operationalization efforts at the project level. Indeed, the ‘secret sauce’ of ‘good’ engagement has been touted as meaningfully engaging PCC in healthcare projects by incorporating their individual and unique experiences into all stages of healthcare research and programme design, implementation, and evaluation [17]. The democratisation of healthcare research and operationalization via PCC engagement has been demonstrated to improve research credibility and applicability to PCC [18], as well as improving health outcomes and experiences for PCC by tailoring programs to suit their needs [19].

However, reliance on solely project-based PCC engagement may be problematic for integrated care. The central defining features of integrated care include continuity and coordination of health and social care service [20]. Continuity and coordination are achieved through the pursuit of an organised set of activities aimed at integrating health and social care services for communities and populations. Goodwin [1] argues that integration of care is a way to bring together health and social service assets at the community level such that the focus of integrated care extends beyond service models for individual users that fit a specific clinical profile to promoting health and wellbeing for populations.

Bearing this in mind, engagement in integrated care must extend beyond a project-based and time-limited nature to one that longitudinally and meaningfully engages with entire communities. Integrated care practitioners must both seize the opportunity of partnership as a chance to engage with the person in front of us, in all their uniqueness, and in tandem hold the needs of the population in our mind's eye. In other words, PCC engagement in integrated care must both acknowledge and celebrate the lived experience brought by each individual, while also ‘zooming out’ to engage with the needs of the population.

Engaging with the needs of the population will enable us to move beyond a focus on acute care needs to centre care on community needs, a focus on prevention, and acknowledging and addressing multiple determinants of health through partnerships within communities [21]. In addition, PCC engagement focused on a population health approach may help to address longstanding equity issues in traditional PCC engagement. When we rely on the voices of a select few to speak for the collective many, segments of the population are by necessity left behind. Many times, justification for the selection of PCC partners is not documented by researchers, but criteria often cited are interest, convenience, and availability. Often, the few partners selected for engagement are not representative of the diversity of the population, potentially exacerbating systematic oppression and exclusion of groups whose voices are not captured in health research and operationalization engagement efforts. Finding solutions to the person-centred and population-focused paradox requires a focus on extending engagement beyond time-limited projects, as well as harnessing PCC input on a broader scale than single voices. Potential paths forward for this type of dual-focused engagement exist, such as ecological approaches that account for the interaction between individuals and the wider health ecosystem [22].

We encourage those working at the intersection of integrated care and patient engagement to consider both the person and the population in their engagement efforts.

MB and KK drafted the initial version of the manuscript, NZ and FB contributed to critically revising the manuscript. All authors have approved the final version.

The authors declare no conflicts of interest.

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综合护理中的患者参与:什么重要?为什么重要?
本期特刊力求征集研究、推进并理想地将患者、护理人员和社区参与领域与综合护理(定义为在微观、中观或宏观层面上健康与社会护理之间的联系)联系起来的论文。参与和综合护理可以被认为是共生的:与患者、有过疾病经历的护理人员和社区合作伙伴的参与有助于我们了解如何更好地将往往不同的健康和社会环境及资源之间的点连接起来,这是综合护理的目标之一。此外,如果不让公众(即“系统”的用户)参与塑造它们应该是什么样子,我们就无法创建真正为个人和社区服务的系统。最终,与患者、护理人员和社区成员合作可以推动和优化综合护理的实施和发展,这对使用卫生和社会护理的人更有意义。在现有的综合护理文献中,患者、护理人员和社区参与其设计、实施和评估的程度并不总是很清楚。此外,文献中描述的参与程度并不总是详细的,可能仅限于单向沟通,例如特别磋商或调查,如果不适合目的,可以被视为象征性的。这个特别版的独特之处在于,它开始寻找将综合护理和参与的世界结合在一起的例子,特别是更深层次的参与,如共同设计,以及患者、护理人员和社区在研究和决策中成为合作伙伴的例子。在这些论文中出现的是一个丰富的共同设计项目,涉及许多人群,从(但不限于)有复杂护理需求的幼儿[2],到有自杀风险的青少年[3,4],到有物质使用障碍的孕妇和育儿妇女[5],再到需要姑息治疗的老年人[6]。重要的是,我们看到了与不同社区和人群接触的例子,这些社区和人群往往由于结构和社会边缘化[7-9]或高度的医学bb0或社会复杂性bb1而被抛在后面,提供了历史上被排除在研究之外的人的重要例子。在一些研究中,通过与患者和护理人员合作,作为研究团队成员或共同研究人员参与研究生命周期的某些或所有阶段,使参与更进一步[6,10,11]。Whitmore等人将I型糖尿病患者培训为同行研究人员,通过招募不同的糖尿病患者群体进行研究,从而扩大了研究的影响,从而产生了丰富的协同设计过程和与优化招募和整合该人群服务相关的重要见解。在其他情况下,共同设计工具和干预措施,以支持更好的护理体验和服务协调[11,12],目的是随着时间的推移实施和维持这些干预措施。通过访谈、文献综合和框架设计,本系列论文提出了几个重要的行动呼吁。这些行动呼吁可以指导我们走向未来,因为我们寻求建立更加综合的保健系统,让人们参与其设计、实施、评估和演变。这些行动呼吁将患者伙伴定位为这一努力的领导者[13],作为医疗服务团队的重要成员[14],并阐明了同行作为服务不足社区和医疗服务提供者之间的重要纽带的作用[13]。此外,我们还介绍了扩展慢性护理患者-专业伙伴关系模型(E2C3PM),该模型旨在重新平衡护理提供者、患者及其护理人员之间的权力,以应对卫生系统的复杂性。共同设计等参与方法(在本论文集中占有突出地位)可以有效地将具有生活卫生保健经验的人、在卫生和社会保健第一线工作的人以及有能力实施变革的人聚集在一起。通过合作,可以发现将研究结果嵌入复杂的、功能各异的卫生和社会保健系统所需的细节和细微差别。然而,我们目前的“以项目为中心”的文化和有限的资助回合,在为使用、提供和管理卫生和社会保健的人们创建一个更加相互关联的系统所需的根本性、持久和适应性变革方面带来了挑战。必须有连续的供资周期、综合护理措施以及考虑到开展这项工作所需的时间和挑战的学术和政策评估。 正如本期特刊中包含的文章所示,与医疗保健领域的历史参与工作一致,患者、护理人员和社区合作伙伴(PCC)在很大程度上参与了项目级别的医疗保健研究和运营工作。事实上,“良好”参与的“秘密武器”被吹捧为通过将PCC的个人和独特经验纳入医疗保健研究和规划设计、实施和评估的各个阶段,从而有意地让PCC参与医疗保健项目。通过PCC的参与,医疗保健研究的民主化和操作化已经被证明可以提高研究的可信度和对PCC的适用性b[18],并通过定制项目来满足PCC的需求来改善健康结果和经验b[19]。然而,仅仅依赖基于项目的PCC参与可能会对综合护理产生问题。综合护理的主要特征包括保健和社会护理服务的连续性和协调性。通过开展一套有组织的活动,为社区和人口提供综合保健和社会护理服务,实现了连续性和协调。Goodwin[1]认为,综合护理是在社区一级汇集卫生和社会服务资产的一种方式,从而使综合护理的重点从适合特定临床概况的个人用户的服务模式扩展到促进人口的健康和福祉。考虑到这一点,参与综合护理必须超越以项目为基础和有时间限制的性质,而是纵向和有意义地参与整个社区。综合护理从业人员必须抓住合作的机会,与我们面前的人接触,了解他们的独特性,同时在我们的脑海中保持人群的需求。换句话说,PCC参与综合护理必须承认和庆祝每个人带来的生活经验,同时也要“缩小”到满足人群的需求。满足人口的需求将使我们能够超越对急症护理需求的关注,将护理的重点放在社区需求上,将重点放在预防上,并通过社区内部的伙伴关系承认和解决健康的多重决定因素。此外,以人口健康方法为重点的PCC参与可能有助于解决传统PCC参与中长期存在的公平问题。当我们依靠少数人的声音为大多数人说话时,一部分人必然会被抛在后面。很多时候,研究人员没有记录选择PCC合作伙伴的理由,但通常引用的标准是兴趣、便利和可用性。通常,被选中参与的少数合作伙伴不能代表人口的多样性,这可能会加剧对那些声音未被纳入卫生研究和业务参与工作的群体的系统性压迫和排斥。寻找解决以人为本和以人口为中心悖论的办法,需要把重点放在延长参与时间有限的项目之外,以及在更广泛的范围内利用PCC的投入,而不是单一的声音。存在这种双重重点参与的潜在前进路径,例如考虑个人与更广泛的卫生生态系统bbb之间相互作用的生态方法。我们鼓励那些在综合护理和患者参与的交叉点工作的人在他们的参与工作中考虑个人和人群。MB和KK起草了手稿的初始版本,NZ和FB对手稿进行了严格的修改。所有作者都认可了最终版本。作者声明无利益冲突。
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来源期刊
Health Expectations
Health Expectations 医学-公共卫生、环境卫生与职业卫生
CiteScore
5.20
自引率
9.40%
发文量
251
审稿时长
>12 weeks
期刊介绍: Health Expectations promotes critical thinking and informed debate about all aspects of patient and public involvement and engagement (PPIE) in health and social care, health policy and health services research including: • Person-centred care and quality improvement • Patients'' participation in decisions about disease prevention and management • Public perceptions of health services • Citizen involvement in health care policy making and priority-setting • Methods for monitoring and evaluating participation • Empowerment and consumerism • Patients'' role in safety and quality • Patient and public role in health services research • Co-production (researchers working with patients and the public) of research, health care and policy Health Expectations is a quarterly, peer-reviewed journal publishing original research, review articles and critical commentaries. It includes papers which clarify concepts, develop theories, and critically analyse and evaluate specific policies and practices. The Journal provides an inter-disciplinary and international forum in which researchers (including PPIE researchers) from a range of backgrounds and expertise can present their work to other researchers, policy-makers, health care professionals, managers, patients and consumer advocates.
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