17 KiB
Domain Research: Health Science - Templates
Workflow
Health Research Progress:
- [ ] Step 1: Formulate research question (PICOT)
- [ ] Step 2: Assess evidence hierarchy and study design
- [ ] Step 3: Evaluate study quality and bias
- [ ] Step 4: Prioritize and define outcomes
- [ ] Step 5: Synthesize evidence and grade certainty
- [ ] Step 6: Create decision-ready summary
Step 1: Formulate research question (PICOT)
Use PICOT Framework to structure precise research question with Population, Intervention, Comparator, Outcome, and Timeframe fully specified.
Step 2: Assess evidence hierarchy and study design
Select appropriate study design for question type using Common Question Types guidance (RCT for therapy, cross-sectional for diagnosis, cohort for prognosis, observational for rare harms).
Step 3: Evaluate study quality and bias
Apply bias assessment using Evidence Appraisal Template with appropriate tool (Cochrane RoB 2 for RCTs, ROBINS-I for observational, QUADAS-2 for diagnostic).
Step 4: Prioritize and define outcomes
Create hierarchy using Outcome Hierarchy Template, prioritizing patient-important outcomes (mortality, QoL) over surrogates (biomarkers), and specify MCID.
Step 5: Synthesize evidence and grade certainty
Rate certainty using GRADE Evidence Profile Template, assessing study limitations, inconsistency, indirectness, imprecision, and publication bias.
Step 6: Create decision-ready summary
Produce evidence summary using Clinical Interpretation Template with benefits/harms balance, certainty ratings, applicability, and evidence gaps identified.
PICOT Framework
Research Question Template
Clinical scenario: [Describe the decision problem or knowledge gap]
PICOT Components
P (Population):
- Demographics: [Age range, sex, race/ethnicity if relevant]
- Condition: [Disease, severity, stage, diagnostic criteria]
- Setting: [Primary care, hospital, community, country/region]
- Inclusion criteria: [Key eligibility requirements]
- Exclusion criteria: [Factors that make evidence inapplicable]
I (Intervention):
- Type: [Drug, procedure, diagnostic test, preventive measure, exposure]
- Specification: [Dose, frequency, duration, route, technique details]
- Co-interventions: [Other treatments given alongside]
- Timing: [When initiated relative to disease course]
C (Comparator):
- Type: [Placebo, standard care, alternative treatment, no intervention]
- Specification: [Same level of detail as intervention]
- Rationale: [Why this comparator?]
O (Outcome):
- Primary outcome: [Most important endpoint - typically patient-important]
- Measurement instrument/definition
- Timepoint for assessment
- Minimal clinically important difference (MCID) if known
- Secondary outcomes: [Additional endpoints]
- Safety outcomes: [Harms, adverse events]
T (Timeframe):
- Follow-up duration: [How long? Justification for duration choice]
- Time to outcome: [When do you expect to see effect?]
Structured PICOT statement:
"In [population], does [intervention] compared to [comparator] affect [outcome] over [timeframe]?"
Example: "In adults >65 years with heart failure and reduced ejection fraction (HFrEF), does dapagliflozin 10mg daily compared to standard care (ACE inhibitor + beta-blocker) reduce all-cause mortality over 12 months?"
Outcome Hierarchy Template
Outcome Prioritization
Rate each outcome as:
- Critical (7-9): Essential for decision-making, would change recommendation
- Important (4-6): Informs decision but not decisive alone
- Not important (1-3): Interesting but doesn't influence decision
| Outcome | Rating (1-9) | Patient-important? | Surrogate? | MCID | Measurement | Timepoint |
|---|---|---|---|---|---|---|
| All-cause mortality | 9 (Critical) | Yes | No | N/A | Death registry | 12 months |
| CV mortality | 8 (Critical) | Yes | No | N/A | Adjudicated cause | 12 months |
| Hospitalization (HF) | 7 (Critical) | Yes | No | 1-2 events/year | Hospital admission | 12 months |
| Quality of life (QoL) | 7 (Critical) | Yes | No | 5 points (KCCQ) | KCCQ questionnaire | 6, 12 months |
| 6-minute walk distance | 5 (Important) | Yes | No | 30 meters | 6MWT | 6, 12 months |
| NT-proBNP reduction | 4 (Important) | No | Yes (partial) | 30% reduction | Blood test | 3, 6, 12 months |
| Ejection fraction | 3 (Not important) | No | Yes (weak) | 5% absolute | Echocardiogram | 6, 12 months |
Notes:
- Prioritize patient-important outcomes (mortality, symptoms, function, QoL) over surrogates (biomarkers)
- Surrogates only acceptable if validated relationship to patient outcomes exists
- MCID = Minimal Clinically Important Difference (smallest change patients notice as meaningful)
Evidence Appraisal Template
Study Identification
Citation: [Author, Year, Journal] Study design: [RCT, cohort, case-control, cross-sectional, systematic review] Research question type: [Therapy, diagnosis, prognosis, harm, etiology] Setting: [Country, healthcare system, single/multi-center] Funding: [Government, industry, foundation - assess for conflict of interest]
PICOT Match Assessment
| PICOT Element | Study Population | Your Population | Match? |
|---|---|---|---|
| Population | [Study's population] | [Your patient/question] | Yes/Partial/No |
| Intervention | [Study's intervention] | [Your intervention] | Yes/Partial/No |
| Comparator | [Study's comparator] | [Your comparator] | Yes/Partial/No |
| Outcome | [Study's outcomes] | [Your outcomes of interest] | Yes/Partial/No |
| Timeframe | [Study's follow-up] | [Your timeframe] | Yes/Partial/No |
Applicability: [Overall assessment - can you apply these results to your question/patient?]
Risk of Bias Assessment (RCT - Cochrane RoB 2)
| Domain | Judgment | Support |
|---|---|---|
| 1. Randomization process | Low / Some concerns / High | [Was allocation sequence random and concealed?] |
| 2. Deviations from intended interventions | Low / Some concerns / High | [Were participants and personnel blinded? Deviations balanced?] |
| 3. Missing outcome data | Low / Some concerns / High | [Loss to follow-up <10%? Balanced across groups? ITT analysis?] |
| 4. Measurement of outcome | Low / Some concerns / High | [Blinded outcome assessment? Validated instruments?] |
| 5. Selection of reported result | Low / Some concerns / High | [Protocol pre-specified outcomes? Selective reporting?] |
Overall risk of bias: Low / Some concerns / High
Key Results
| Outcome | Intervention group | Control group | Effect estimate | 95% CI | p-value | Clinical interpretation |
|---|---|---|---|---|---|---|
| Mortality | [n/N, %] | [n/N, %] | RR 0.75 | 0.68-0.83 | <0.001 | 25% relative risk reduction |
| QoL change | [Mean ± SD] | [Mean ± SD] | MD 5.2 points | 3.1-7.3 | <0.001 | Exceeds MCID (5 points) |
Absolute effects:
- Risk difference: [e.g., 5% absolute reduction in mortality]
- Number needed to treat (NNT): [e.g., NNT = 20 to prevent 1 death]
GRADE Evidence Profile Template
Evidence Summary Table
Question: [PICOT question] Setting: [Clinical context] Bibliography: [Key studies included]
| Outcomes | Studies (Design) | Sample Size | Effect Estimate (95% CI) | Absolute Effect | Certainty | Importance |
|---|---|---|---|---|---|---|
| Mortality (12mo) | 5 RCTs | N=15,234 | RR 0.75 (0.70-0.80) | 50 fewer per 1000 (from 60 to 40) | ⊕⊕⊕⊕ High | Critical |
| HF hospitalization | 5 RCTs | N=15,234 | RR 0.70 (0.65-0.76) | 90 fewer per 1000 (from 300 to 210) | ⊕⊕⊕○ Moderate¹ | Critical |
| QoL (KCCQ change) | 3 RCTs | N=8,500 | MD 5.2 (3.1-7.3) | 5.2 points higher (MCID=5) | ⊕⊕⊕○ Moderate² | Critical |
| Serious adverse events | 5 RCTs | N=15,234 | RR 0.95 (0.88-1.03) | 15 fewer per 1000 (from 300 to 285) | ⊕⊕⊕○ Moderate³ | Critical |
Footnotes:
- Downgraded for inconsistency (I²=55%, moderate heterogeneity across studies)
- Downgraded for indirectness (QoL instrument not validated in all subgroups)
- Downgraded for imprecision (confidence interval includes no effect)
GRADE Certainty Assessment
| Outcome | Study Design | Risk of Bias | Inconsistency | Indirectness | Imprecision | Publication Bias | Upgrade Factors | Final Certainty |
|---|---|---|---|---|---|---|---|---|
| Mortality | RCT (High) | No serious (-0) | No serious (-0) | No serious (-0) | No serious (-0) | Undetected (-0) | None | ⊕⊕⊕⊕ High |
| HF hosp | RCT (High) | No serious (-0) | Serious (-1) | No serious (-0) | No serious (-0) | Undetected (-0) | None | ⊕⊕⊕○ Moderate |
| QoL | RCT (High) | No serious (-0) | No serious (-0) | Serious (-1) | No serious (-0) | Undetected (-0) | None | ⊕⊕⊕○ Moderate |
Certainty definitions:
- High (⊕⊕⊕⊕): Very confident true effect is close to estimate
- Moderate (⊕⊕⊕○): Moderately confident; true effect likely close but could differ substantially
- Low (⊕⊕○○): Limited confidence; true effect may be substantially different
- Very Low (⊕○○○): Very little confidence; true effect likely substantially different
Clinical Interpretation Template
Evidence-to-Decision
Benefits:
- [List benefits with certainty ratings]
- Example: Mortality reduction (RR 0.75, GRADE: High) - clear benefit
Harms:
- [List harms with certainty ratings]
- Example: Serious adverse events (RR 0.95, GRADE: Moderate) - no significant increase
Balance of benefits vs harms: [Favorable / Unfavorable / Uncertain]
Certainty of evidence: [Overall certainty across critical outcomes]
Patient values and preferences: [Are there important variations? Uncertainty?]
Resource implications: [Cost, accessibility, training required]
Applicability: [Can these results be applied to your setting/population?]
- PICO match: [Assess similarity]
- Setting differences: [Trial setting vs your setting]
- Feasibility: [Can intervention be delivered as in trial?]
Evidence gaps: [What remains uncertain? Need for further research?]
Systematic Review Protocol Template
Protocol Information
Title: [Systematic review title] Registration: [PROSPERO ID if applicable] Review team: [Names, roles, affiliations] Funding: [Source - declare conflicts of interest]
Research Question (PICOT)
[Use PICOT template above]
Eligibility Criteria
Inclusion criteria:
- Study designs: [RCTs, cohort, etc.]
- Population: [Specific PICO elements]
- Interventions: [What will be included]
- Comparators: [What will be included]
- Outcomes: [Which outcomes required for inclusion]
- Setting/context: [Geographic, time period]
- Language: [English only? All languages?]
Exclusion criteria:
- [Specific exclusions]
Search Strategy
Databases: [MEDLINE, Embase, Cochrane CENTRAL, CINAHL, PsycINFO, Web of Science]
Search terms: [Key concepts - population AND intervention AND outcome]
- Population: [MeSH terms, keywords]
- Intervention: [MeSH terms, keywords]
- Outcome: [MeSH terms, keywords]
Other sources: [Clinical trial registries, grey literature, reference lists, contact authors]
Date limits: [From XXXX to present, or all dates]
Selection Process
- Screening: Two reviewers independently screen titles/abstracts, then full text
- Disagreement resolution: Discussion, third reviewer if needed
- Software: [Covidence, DistillerSR, or other]
- PRISMA flow diagram: Document screening at each stage
Data Extraction
Information to extract:
- Study characteristics: Author, year, country, setting, sample size, funding
- Population: Demographics, condition details, inclusion/exclusion criteria
- Intervention: Specifics of intervention (dose, duration, delivery)
- Comparator: Details of comparison
- Outcomes: Results for each outcome (means, SDs, events, totals)
- Risk of bias domains: [RoB 2 or ROBINS-I elements]
Extraction tool: Standardized form, piloted on 5 studies
Duplicate extraction: Two reviewers independently, compare and resolve discrepancies
Risk of Bias Assessment
Tool: [Cochrane RoB 2 for RCTs, ROBINS-I for observational studies, QUADAS-2 for diagnostic accuracy]
Domains assessed: [List specific domains from chosen tool]
Process: Two independent reviewers, disagreements resolved by discussion
Data Synthesis
Quantitative synthesis (meta-analysis): [If appropriate]
- Statistical method: [Random-effects or fixed-effect]
- Effect measure: [Risk ratio, odds ratio, mean difference, standardized mean difference]
- Software: [RevMan, R, Stata]
- Heterogeneity assessment: [I², Cochran's Q test]
- Subgroup analyses: [Pre-specified]
- Sensitivity analyses: [Exclude high risk of bias, publication bias adjustment]
Qualitative synthesis: [If meta-analysis not appropriate]
- Narrative summary organized by [outcome, population, intervention]
Certainty of Evidence
GRADE assessment: Rate certainty (high, moderate, low, very low) for each critical outcome
Summary of findings table: Create evidence profile with absolute effects and certainty ratings
Common Question Types
Therapy Question
PICOT: Population with condition → Intervention vs Comparator → Patient-important outcomes → Follow-up Best study design: RCT (if feasible); cohort if RCT not ethical/feasible Bias tool: Cochrane RoB 2 (RCT), ROBINS-I (observational) Key outcomes: Mortality, morbidity, quality of life, adverse events Statistical measure: Risk ratio, hazard ratio, absolute risk reduction, NNT
Diagnosis Question
PICOT: Population with suspected condition → Index test vs Reference standard → Diagnostic accuracy → Cross-sectional Best study design: Cross-sectional with consecutive enrollment Bias tool: QUADAS-2 Key outcomes: Sensitivity, specificity, positive/negative predictive values, likelihood ratios Statistical measure: Sensitivity, specificity, diagnostic odds ratio, AUC
Prognosis Question
PICOT: Population with condition/exposure → Prognostic factors → Outcomes → Long-term follow-up Best study design: Prospective cohort Bias tool: ROBINS-I or PROBAST (for prediction models) Key outcomes: Incidence, survival, hazard ratios, risk prediction performance Statistical measure: Hazard ratio, incidence rate, C-statistic, calibration
Harm Question
PICOT: Population exposed to intervention → Adverse outcomes → Timeframe for rare/delayed harms Best study design: RCT for common harms; observational for rare harms Bias tool: Cochrane RoB 2 (RCT), ROBINS-I (observational) Key outcomes: Serious adverse events, discontinuations, organ-specific toxicity Statistical measure: Risk ratio, absolute risk increase, number needed to harm (NNH)
Quick Reference
Evidence Hierarchy by Question Type
Therapy: Systematic review of RCTs > RCT > Cohort > Case-control > Case series Diagnosis: Systematic review > Cross-sectional with consecutive enrollment > Case-control (inflates accuracy) Prognosis: Systematic review > Prospective cohort > Retrospective cohort > Case-control Harm: Systematic review > RCT (common harms) > Observational (rare harms) > Case series
GRADE Domains
Downgrade certainty for:
- Risk of bias (study limitations)
- Inconsistency (unexplained heterogeneity, I² > 50%)
- Indirectness (PICO mismatch, surrogate outcomes)
- Imprecision (wide confidence intervals, small sample)
- Publication bias (funnel plot asymmetry, selective reporting)
Upgrade certainty for (observational studies):
- Large effect (RR > 2 or < 0.5; very large RR > 5 or < 0.2)
- Dose-response gradient
- All plausible confounders would reduce effect
Effect Size Interpretation
Risk Ratio (RR):
- RR = 1.0: No effect
- RR = 0.75: 25% relative risk reduction
- RR = 1.25: 25% relative risk increase
Minimal Clinically Important Difference (MCID) - Common Scales:
- KCCQ (Kansas City Cardiomyopathy Questionnaire): 5 points
- SF-36 (Short Form Health Survey): 5-10 points
- VAS pain (0-100): 10-15 points
- 6-minute walk test: 30 meters
- FEV₁ (lung function): 100-140 mL
Sample Size Considerations
Adequate power: ≥80% power to detect MCID Typical requirements:
- Mortality reduction (5% → 4%): ~10,000 per arm
- QoL improvement (MCID): ~200-500 per arm
- Diagnostic accuracy (sensitivity 85% → 90%): ~300-500 patients