Dashboards in Healthcare Settings: A Scoping Review Protocol (Preprint)

Abstract

Healthcare organizations increasingly depend on business intelligence tools, including “dashboards,” to capture, analyze, and present data on performance metrics. Ideally, dashboards allow users to quickly visualize actionable data to inform and optimize clinical and organizational performance. In reality, dashboards are typically embedded in complex healthcare organizations, with massive data streams, and end users with distinct needs. Thus, designing effective dashboards is a challenging task. Yet, theoretical underpinnings of healthcare dashboards are poorly characterized; even the concept of the dashboard remains ill-defined. Researchers, informaticists, clinical managers, and healthcare administrators will benefit from a clearer understanding of how dashboards have been developed, implemented, and evaluated, and how the design, end-user, and context influence their uptake and effectiveness.

This scoping review first aims to survey the vast published literature of “dashboards” to describe where, why, and for whom they are used in healthcare settings, as well as how they are developed, implemented, and evaluated. Further, we will examine how dashboard design and content is informed by intended purpose and end-users.

In July 2020, we searched Medline, EMBASE, Web of Science, and the Cochrane Library for peer-reviewed literature using a targeted strategy developed with a research librarian and retrieved 5,188 results. Following deduplication, 3,306 studies were screened in duplicate for title and abstract. Any abstracts mentioning a healthcare dashboard were retrieved in full-text and are undergoing duplicate review for eligibility. Articles will be included for data extraction and analysis if they describe the development, implementation, or evaluation of a dashboard that was successfully used in routine workflow. Articles will be excluded if they were published before 2015, unavailable in full-text, in a non-English language, or describe dashboards used for public health tracking, in settings where direct patient care is not provided, or in undergraduate medical education. Any discrepancies in eligibility determination will be adjudicated by a third reviewer. We chose to focus on articles published after 2015 and those that describe dashboards that were successfully used in routine practice to identify the most recent and relevant literature to support future dashboard development in the rapidly evolving field of healthcare informatics.

All articles have undergone dual review for title and abstract, with 2,019 articles mentioning use of a healthcare dashboard retrieved in full-text for further review. We are currently reviewing all full-text articles in duplicate. We aim to publish findings by summer of 2022. Findings will be reported following guidance from the PRISMA-ScR checklist.

This scoping review will provide stakeholders with an overview of existing dashboard tools, highlighting the ways in which dashboards have been developed, implemented, and evaluated in different settings and end-user groups, and identify potential research gaps. Findings will guide efforts to design and utilize dashboards in the healthcare sector more effectively.