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Patient facing online triage tools and clinician decision-making: a systematic review

Patient facing online triage tools and clinician decision-making: a systematic review
Patient facing online triage tools and clinician decision-making: a systematic review
Objective: to evaluate the role of using outputs from patient-facing online triage tools in clinical decision-making in primary care.

Design: systematic review.

Data sources: Medline, Embase, Cumulative Index to Nursing and Allied Health Literature, Web of Science and Scopus were searched for literature published between 1 January 2002 and 31 December 2022 and updated for literature published up to end of November 2024.

Eligibility criteria for selecting studies: studies of any design are included where the study investigates how primary care clinicians make clinical decisions in response to patient concerns reported using online triage tools.

Data extraction and synthesis: data were extracted, and quality assessment was conducted using the Mixed Methods Appraisal Tool. Narrative synthesis was used to analyse the findings.

Results: 14 studies were included, which were conducted in the UK (n=9), Sweden (n=3) and Spain (n=2). There were no studies that examined clinical decision-making as an outcome. Outcomes relating to the impact on clinical decision-making were grouped into three categories: patient clinical outcomes (n=9), primary care practitioner experience (n=11) and healthcare system outcomes (n=14). Studies reported faster clinical decisions made in response to patient concerns. Other studies reported clinicians offering unnecessary urgent appointments as patients learnt to ‘game’ the system. Clinicians felt confident managing patient requests as they can access additional information (such as a photo attachment). Moreover, clinicians’ time was freed up from appointments with limited clinical value. Contrarily, online triage was perceived as an additional step in the workflow.

Conclusion: clinicians should be aware that their decision-making processes are likely to differ when using online triage tools. Developers can use the findings to improve the usability of the tools to aid clinical decision-making. Future research should focus on patient-facing online triage tools in general practice and the process of clinical decision-making.
Digital Technology, Primary Care, Primary Health Care, Triage
2044-6055
e094068
Paule, Armina
11fd5014-3860-4a59-8ad8-f10da8ff01ff
Abel, Gary A.
d14838f4-2a59-4dec-b3ac-527030888e44
Parsons, Jo
a0ecd433-2fc5-45c1-ab3c-58c1cb28f281
Atherton, Helen
9bb8932e-7bb7-4781-ab97-114613de99b1
Paule, Armina
11fd5014-3860-4a59-8ad8-f10da8ff01ff
Abel, Gary A.
d14838f4-2a59-4dec-b3ac-527030888e44
Parsons, Jo
a0ecd433-2fc5-45c1-ab3c-58c1cb28f281
Atherton, Helen
9bb8932e-7bb7-4781-ab97-114613de99b1

Paule, Armina, Abel, Gary A., Parsons, Jo and Atherton, Helen (2025) Patient facing online triage tools and clinician decision-making: a systematic review. BMJ Open, 15 (5), e094068, [e094068]. (doi:10.1136/bmjopen-2024-094068).

Record type: Article

Abstract

Objective: to evaluate the role of using outputs from patient-facing online triage tools in clinical decision-making in primary care.

Design: systematic review.

Data sources: Medline, Embase, Cumulative Index to Nursing and Allied Health Literature, Web of Science and Scopus were searched for literature published between 1 January 2002 and 31 December 2022 and updated for literature published up to end of November 2024.

Eligibility criteria for selecting studies: studies of any design are included where the study investigates how primary care clinicians make clinical decisions in response to patient concerns reported using online triage tools.

Data extraction and synthesis: data were extracted, and quality assessment was conducted using the Mixed Methods Appraisal Tool. Narrative synthesis was used to analyse the findings.

Results: 14 studies were included, which were conducted in the UK (n=9), Sweden (n=3) and Spain (n=2). There were no studies that examined clinical decision-making as an outcome. Outcomes relating to the impact on clinical decision-making were grouped into three categories: patient clinical outcomes (n=9), primary care practitioner experience (n=11) and healthcare system outcomes (n=14). Studies reported faster clinical decisions made in response to patient concerns. Other studies reported clinicians offering unnecessary urgent appointments as patients learnt to ‘game’ the system. Clinicians felt confident managing patient requests as they can access additional information (such as a photo attachment). Moreover, clinicians’ time was freed up from appointments with limited clinical value. Contrarily, online triage was perceived as an additional step in the workflow.

Conclusion: clinicians should be aware that their decision-making processes are likely to differ when using online triage tools. Developers can use the findings to improve the usability of the tools to aid clinical decision-making. Future research should focus on patient-facing online triage tools in general practice and the process of clinical decision-making.

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More information

Accepted/In Press date: 4 April 2025
e-pub ahead of print date: 8 May 2025
Published date: 8 May 2025
Keywords: Digital Technology, Primary Care, Primary Health Care, Triage

Identifiers

Local EPrints ID: 500978
URI: http://eprints.soton.ac.uk/id/eprint/500978
ISSN: 2044-6055
PURE UUID: 0be57ec9-04be-403e-9b2e-83ab1412d8eb
ORCID for Helen Atherton: ORCID iD orcid.org/0000-0002-7072-1925

Catalogue record

Date deposited: 20 May 2025 16:39
Last modified: 30 Aug 2025 02:17

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Contributors

Author: Armina Paule
Author: Gary A. Abel
Author: Jo Parsons
Author: Helen Atherton ORCID iD

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