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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