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Table 3 Characteristics of included studies: charts, interviews and interviewers

From: A scoping review of the potential for chart stimulated recall as a clinical research method

First author

How charts were chosen

Topic guide

Average no. of charts per interview

Interview duration

Data analysis

Interviewer (s) background

Ab [25]

Prior to each interview, a list of patients with type 2 diabetes not being prescribed lipid-lowering medication was extracted from the GP’s electronic medical records by the research team.

Open questions on patient, physicians and organisational barriers

10-27 charts: as many as possible were discussed in an hour

60mins

Qualitative: Content analysis

Researcher with unspecified background

Dee [27]

The charts of all patients seen by the physician during half a day of office practice.

Not provided

12 charts

Not provided

Descriptive (mostly quantitative)

Doctoral researcher in librarian studies

Guerra [24]

Interviewee asked to pull 10 charts on men >45 yrs. seen in last 2 weeks, without knowing focus of the study

Unstructured probes informed by the Walsh and McPhee Systems Model of Clinical Preventative Care

2.3 charts

30–45 min

Qualitative: Grounded theory techniques

Medical student

Guerra [23]

Interviewee asked to pull 10 charts on patients >51 years seen in last week, without knowing focus of the study

4.3 charts

30–45 min

Qualitative: Grounded theory techniques

Medical student and physician

Jennett [29]

Standardised patient visit, with chart then used to stimulate recall

Standardised protocol on the rationale for clinical choices, conditions ruled out.

1 chart

20 min

Qualitative: Content analysis

Nurse

Lockyer [28]

The first neonatal case that participating physicians prescribed phototherapy for during the study period.

Closed and open questions on awareness and acceptance of guidelines, and preferred information sources

1 chart

10–15 min

Descriptive (mostly quantitative)

Neonatal nurse

Rochefort [26]

2 cases of hypertension newly started on antihypertensive therapy (one in accordance with guidelines and one not) were purposely selected from the interviewee’s electronic health record database by research team

Literature informed questions on the general approach to hypertension and rationale in chosen cases

2 charts

Not provided

Qualitative: Content analysis

“Trained interviewer”

Sinnott [13]

Interviewee asked to pull 3-5 charts on patients with multiple long-term conditions and 5 + medications, seen the day of or day preceding the interview

Literature informed prompts on management of multimorbidity in primary care

2.5 charts

40–50 min

Grounded theory with constant comparison

General practitioner