以患者为中心的慢性阻塞性肺疾病患者参与医疗质量改进的实施现状：一项范围综述

doi:10.12114/j.issn.1007-9572.2024.0082

中国全科医学 ›› 2025, Vol. 28 ›› Issue (02): 228-233.DOI: 10.12114/j.issn.1007-9572.2024.0082

• 论著·卫生服务质量改进研究 • 上一篇下一篇

以患者为中心的慢性阻塞性肺疾病患者参与医疗质量改进的实施现状：一项范围综述

褚红玲¹, 李姝润², 李信麟², 陈亚红²^,^*()

1．100191　北京市，北京大学第三医院临床流行病学研究中心　重大疾病流行病学教育部重点实验室（北京大学）
2．100191　北京市，北京大学第三医院呼吸与危重症医学科

收稿日期:2024-03-10 修回日期:2024-05-20 出版日期:2025-01-15 发布日期:2024-10-28
通讯作者: 陈亚红
作者贡献：
陈亚红提出临床问题需求，并与褚红玲共同讨论提出研究思路，即分析慢阻肺领域患者参与医疗质量改进的研究现状，为制订中国慢阻肺领域患者参与的实施策略提供参考依据；褚红玲负责进行范围综述的整体规划和文献检索；李姝润、李信麟负责文献筛选、资料提取、数据分析等；褚红玲和李姝润负责论文起草；李信麟参与论文草稿的修改；陈亚红负责最终版本修订，对论文负责；所有作者确认论文终稿。
基金资助:
北京市科技新星计划交叉合作课题(20220484157); 北京大学第三医院队列项目(BYSYDL2021013); 国家卫生健康委医院管理研究所医疗质量循证管理持续改进研究项目(YLZLXZ22G050)

Current Status of Implementation of Patient Involvement in Health Care to Improve Quality of Care among Chronic Obstructive Pulmonary Disease: a Scoping Review

CHU Hongling¹, LI Shurun², LI Xinlin², CHEN Yahong²^,^*()

1. Research Center of Clinical Epidemiology, Peking University Third Hospital/Key Laboratory of Epidemiology of Major Disease (Peking University), Ministry of Education, Beijing 100191, China
2. Department of Respiratory and Critical Care Medicine, Peking University Third Hospital, Beijing 100191, China

Received:2024-03-10 Revised:2024-05-20 Published:2025-01-15 Online:2024-10-28
Contact: CHEN Yahong

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摘要/Abstract

摘要： 背景以患者为中心的医疗质量改进中，将患者从医疗服务的接受者转变为合作者，将患者在医疗全流程中的体验和需求整合到医疗服务实践中，以提高医疗服务的有效性、效率和质量。然而，已被证明有效的以患者为中心的患者参与医疗质量改进策略在我国慢性阻塞性肺疾病（简称慢阻肺）领域中如何实施尚有待探索。目的对国内外慢阻肺患者参与医疗质量改进策略的实施现状进行范围综述，旨在为构建适合我国环境的慢阻肺患者参与实施策略提供参考。方法采用澳大利亚乔安娜布里格斯研究所的范围综述指南为方法学框架，计算机检索PubMed、Embase、Cochrane Library、中国知网、万方数据知识服务平台和中华医学期刊全文数据库，检索时限为建库至2022-11-29。采用主题分析法梳理慢阻肺患者参与的实施现状。结果共纳入37篇文献。根据参与类别分为患者参与直接的诊疗过程、患者参与组织层面的设计与管理及患者参与临床研究三类。根据参与程度分为咨询、参与和合作领导三层。参与程度与类别交叉为9类参与行为矩阵。慢阻肺患者参与实施主要体现在5类8项行为：包括患者参与直接的诊疗过程（患者对治疗计划提出意愿和偏好）；患者参与组织管理层面的咨询（调查了解患者治疗体验、组织患者讨论其关注的问题）和参与（参与医疗质量改进工具开发）；以及患者参与临床研究层面的咨询（倾听患者需求）和参与（对干预措施提出意愿和偏好、参与评估工具开发、参与研究设计与实施讨论）。调查了解患者治疗体验（10/37，27.03%）及收集患者对研究干预措施的意愿和偏好（10/37，27.03%）是实施较多的两类慢阻肺患者参与行为。结论患者参与医疗质量改进的行为措施较多，但在慢阻肺领域落地实践的尚较少，且极少见患者参与对临床结局及生活质量的改善评估，如何促进我国乃至全球慢阻肺患者参与医疗质量改进的实施仍有待进一步探索。

关键词: 慢性阻塞性肺疾病, 患者参与, 医疗质量, 实施, 范围综述

Abstract:

Background

In patient involvement, patients are transforming from mere recipients to collaborators in medical services by integrating their experiences and needs throughout the entire healthcare process into medical practice. This aims to enhance the effectiveness, efficiency, and quality of healthcare services. However, the implementation of proven patient-centered strategies for patient involvement in the quality improvement among chronic obstructive pulmonary disease (COPD) in our country remains to be explored.

Objective

This scoping review systematically reviews and analyzes the existing strategies for patient involvement among patients with COPD to provide a reference for implementation that in China.

Methods

Employing the scoping review guidelines of Joanna Briggs Institute in Australia as the methodological framework, the relevant studies on patient involvement among patient with COPD were searched by computer on PubMed, Embase, Cochrane Library, CNKI, Wanfang Data, China Biology Medicine disc, from the establishment of the database to November 29, 2022. A thematic analysis was methodically applied to distill and synthesize findings.

Results

A total of 37 articles were included in this review. The categorization of patient involvement was divided into three types: direct involvement in medical care, organizational-level, and clinical research. Based on the intensity of involvement, categories were further classified into three levels: consultation, engagement, and collaborative leadership. A nine-category matrix of patient involvement behaviors was constructed through intensity and type. The implementation of COPD patient engagement was primarily reflected in five categories encompassing eight behaviors, including: integration in direct medical care (patients expressing their preferences and wishes regarding treatment plans) ; consultation at the organizational management level (assessing patient treatment experiences and organizing discussions around patients' concerns) ; as well as involvement in clinical research, including consultation (listening to patient needs) and engagement (expressing preferences and wishes for interventions, involved in the development of assessment tools, and in discussions about research design and implementation). Assessing patient treatment experiences (10 articles, 27.03%) and expressing patient preferences and wishes regarding interventions (10 articles, 27.03%) were the two most frequently implemented behaviors of patient involvement in COPD.

Conclusion

There are numerous measures for patient involvement in the improvement of medical quality, but there is still limited practice in the field of COPD. Very few studies have assessed the impact of patient involvement on clinical outcomes and quality of life, indicating that the practice of patient involvement in China requires further exploration.

Key words: Chronic obstructive pulmonary disease, Patient involvement, Medical quality, Implementation, Scoping review

中图分类号:

R 563.9

褚红玲,李姝润,李信麟,等. 以患者为中心的慢性阻塞性肺疾病患者参与医疗质量改进的实施现状：一项范围综述[J]. 中国全科医学, 2025, 28(02): 228-233. DOI: 10.12114/j.issn.1007-9572.2024.0082.
CHU Hongling,LI Shurun,LI Xinlin, et al. Current Status of Implementation of Patient Involvement in Health Care to Improve Quality of Care among Chronic Obstructive Pulmonary Disease: a Scoping Review[J]. Chinese General Practice, 2025, 28(02): 228-233. DOI: 10.12114/j.issn.1007-9572.2024.0082.

图/表 4

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序号	检索式
#1	"patient participation"[MeSH Terms]
#2	"patient preference"[MeSH Terms]
#3	"patient need"[Title/Abstract]
#4	"patient insight"[Title/Abstract]
#5	"patient perspective"[Title/Abstract]
#6	"patients' experience"[Title/Abstract]
#7	#1 OR #2 OR #3 OR #4 OR #5 OR #6
#8	"pulmonary disease，chronic obstructive"[MeSH Terms]
#9	"Chronic Obstructive Pulmonary Disease"[Title/Abstract]
#10	"COPD"[Title/Abstract]
#11	#8 OR #9 OR #10
#12	#7 AND #11

序号	检索式
#1	"patient participation"[MeSH Terms]
#2	"patient preference"[MeSH Terms]
#3	"patient need"[Title/Abstract]
#4	"patient insight"[Title/Abstract]
#5	"patient perspective"[Title/Abstract]
#6	"patients' experience"[Title/Abstract]
#7	#1 OR #2 OR #3 OR #4 OR #5 OR #6
#8	"pulmonary disease，chronic obstructive"[MeSH Terms]
#9	"Chronic Obstructive Pulmonary Disease"[Title/Abstract]
#10	"COPD"[Title/Abstract]
#11	#8 OR #9 OR #10
#12	#7 AND #11

项目	篇数（篇）	占比（%）
国家
英国	6	16.22
美国	4	10.81
荷兰	4	10.81
德国	3	8.11
中国	3	8.11
澳大利亚	2	5.40
意大利	2	5.40
瑞典	2	5.40
其他国家（爱尔兰、巴西、丹麦、法国、加拿大、厄瓜多尔、日本、瑞士、泰国、西班牙、印度尼西亚）	11	29.73
年份
2000—2011年	4	10.81
2012—2015年	9	24.32
2016—2018年	11	29.73
2019—2022年	14	37.84
患者参与的目的类别
为临床研究提供反馈	20	54.05
为医疗实践提供反馈	17	45.95
收集患者声音的方法
访谈	19	51.35
问卷调查	9	24.32
访谈+问卷调查	7	18.92
离散选择试验	2	5.41

项目	篇数（篇）	占比（%）
国家
英国	6	16.22
美国	4	10.81
荷兰	4	10.81
德国	3	8.11
中国	3	8.11
澳大利亚	2	5.40
意大利	2	5.40
瑞典	2	5.40
其他国家（爱尔兰、巴西、丹麦、法国、加拿大、厄瓜多尔、日本、瑞士、泰国、西班牙、印度尼西亚）	11	29.73
年份
2000—2011年	4	10.81
2012—2015年	9	24.32
2016—2018年	11	29.73
2019—2022年	14	37.84
患者参与的目的类别
为临床研究提供反馈	20	54.05
为医疗实践提供反馈	17	45.95
收集患者声音的方法
访谈	19	51.35
问卷调查	9	24.32
访谈+问卷调查	7	18.92
离散选择试验	2	5.41

参与类别	参与程度
参与类别	咨询	参与	合作伙伴，共同领导
患者参与直接的诊疗过程	患者接收诊疗信息，N=0	治疗中患者对治疗计划提出意愿和偏好，N=3	治疗决策是基于患者偏好、医学证据和临床判断，N=0
患者参与组织层面的设计与管理	调查了解患者的治疗体验，N=10 组织患者讨论他们关注的问题，N=2	纳入患者作为顾问或咨询委员会成员，N=0 参与医疗质量改进工具开发，N=2	患者参与质量改进委员会，N=0 患者参与决定如何分配卫生资源，N=0
患者参与临床研究	倾听患者需求，N=4	对干预措施提出意愿和偏好，N=10 参与评估工具开发，N=4 患者参与研究设计与实施讨论，N=2	患者参与推荐研究优先资助方向，N=0 患者参与干预措施应用决策，N=0

以患者为中心的慢性阻塞性肺疾病患者参与医疗质量改进的实施现状：一项范围综述

Current Status of Implementation of Patient Involvement in Health Care to Improve Quality of Care among Chronic Obstructive Pulmonary Disease: a Scoping Review

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