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