Literature DB >> 34907045

Optimising prescribing practices in older adults with multimorbidity: a scoping review of guidelines.

Penny Lun1, Felicia Law2, Esther Ho3, Keng Teng Tan4, Wendy Ang5, Yasmin Munro6, Yew Yoong Ding7,3.   

Abstract

OBJECTIVE: Inappropriate polypharmacy occurs when multiple medications are prescribed without clear indications or where harms outweigh their benefits. The aims of this scoping review are to (1) identify prescribing guidelines that are available for older adults with multimorbidity and (2) to identify cross-cutting themes used in these guidelines.
DESIGN: Scoping review. DATA SOURCES: PubMed, Embase, Web of Science, the Cochrane Library databases, Cumulative Index to Nursing and Allied Health Literature, grey literature sources, six key geriatrics journals, and reference lists of identified review papers. The search was conducted in November 2018 and updated in September 2019. STUDY SELECTION: General prescribing guidelines tailored to or for adults including older adults with multimorbidity. DATA EXTRACTION: Data for publication description, guideline characteristics, information for users and criteria were extracted. The synthesis contains summarised qualitative descriptions of the studies and guideline characteristics as well as identified cross-cutting themes.
RESULTS: Our search strategy yielded 10 427 unique citations, of which 70 fulfilled the inclusion criteria for synthesis. Among these, there were 61 unique guidelines and tools which used implicit, explicit, mixed or other approaches in the prescriber decision-making process. There are 11 cross-cutting themes identified in the guidelines. Prescriber-related themes are: conduct a comprehensive assessment before prescribing, identify patients' needs, goals and priorities, adopt shared decision-making, consider evidence-based recommendations, use clinical prescribing tools, incorporate multidisciplinary inputs and embrace technology-enabled prescribing. Wider organisation-related and system-related themes related to education, training and the work environment are also identified.
CONCLUSIONS: From guidelines and tools identified, eleven cross-cutting themes provide a usable knowledge base when seeking to optimise prescribing among older adults with multimorbidity. Incorporating these themes in an approach that uses mixed criteria and implementation information could facilitate greater uptake of published prescribing recommendations. © Author(s) (or their employer(s)) 2021. Re-use permitted under CC BY-NC. No commercial re-use. See rights and permissions. Published by BMJ.

Entities:  

Keywords:  geriatric medicine; protocols & guidelines; quality in health care

Mesh:

Year:  2021        PMID: 34907045      PMCID: PMC8671917          DOI: 10.1136/bmjopen-2021-049072

Source DB:  PubMed          Journal:  BMJ Open        ISSN: 2044-6055            Impact factor:   2.692


This scoping review adopts the five-stage methodological framework developed by Arksey and O’Malley. Comprehensive search including grey literature broaden the findings and results. Broad results presented an overview of prescribing guidelines for older adults with multimorbidity despite challenges of the synthesis. Consultation with experts and stakeholders was not performed. Quality of the guidelines was not appraised.

Introduction

According to the WHO, global life expectancy increased by 5.5 years on average between 2000 and 2016.1 With rising life expectancies, the prevalence of multimorbidity among older adults will increase.2 Multimorbidity is defined as having two or more chronic conditions.3 It often leads to polypharmacy, which is described as having five or more concurrent regular medications, although there is no agreement on its criteria to date.4 5 Inappropriate polypharmacy occurs when multiple medications are prescribed without clear indications or where harms outweigh their benefits.2 A recent systematic review and meta-analysis of 33 studies found statistically significant association between adverse drug events, hospitalisations and potentially inappropriate medications (PIM).6 One of the factors that contributes to polypharmacy and PIM in patients with multimorbidity is the lack of evidence and guidance on multi-disease management, since most clinical guidelines and evidence from research trials target single diseases.2 Moreover, older adults are frequently excluded from clinical trials, making prescribing for this population even more challenging. To mitigate this challenge, general guidelines on multimorbidity management have been published by professional groups in recent years,7 8 with some of these designed specifically for older adults.9 In addition, there have also been new guidelines on prescribing,10 as well as development of PIM lists specific to older adults.11 12 Clinicians in university research settings and university hospitals have also developed treatment principles and clinical tools to guide the process of prescribing for this group with complex needs. Some emerging trends in the recommendations are the focus placed on engaging patients in shared-decision making that take their preferences and priorities into consideration. Studies have shown that doctors’ and caregivers’ perspectives may be incongruent from that of patients’,13 14 which make shared decision-making even more salient. As such, guidelines on multimorbidity and polypharmacy tend to place an importance on identifying patients’ needs, priorities and preferences through communicating with patients and their caregivers.15

Objective

We aim to identify and compile the available guidelines for medication prescribing in older adults with multimorbidity via a scoping review. In addition, using this as a knowledge base, we intend to elicit common themes in the approaches used, in order to develop a list of practical suggestions which could help optimise prescribing within hospital outpatient clinics for this group of patients. We chose to perform a scoping review rather than a systematic review to capture the breadth of evidence on the subject.

Methods

The five-stage methodological framework developed by Arksey and O’Malley16 was adopted to guide our scoping review. The optional consultation with experts was not performed, as this step will be integrated into a separate stakeholder engagement when designing a care intervention to improve prescribing. In addition, advancements proposed by Levac, Colquhoun and O’Brien17 and the Joanna Briggs Institute18 were incorporated where applicable. As scoping reviews focus largely on capturing the breadth of relevant publications, quality assessments were not performed.

Stage 1: identifying the research question

Our initial scoping review question was formulated in the context of a broader project to design a care intervention to reduce potentially inappropriate prescribing in outpatient care: What medication prescribing guidelines are available on older adults with multimorbidity? However, on review of the relevant literature, a further question was added to capture the essence of these guidelines: What are the cross-cutting themes in these prescribing guidelines? This expansion will help to identify key themes that can be incorporated for medication management in a care intervention to improve prescribing for older adults with multimorbidity.

Stage 2: identifying relevant studies

With guidance from a medical librarian (YM) experienced in evidence searching, a core search strategy was devised in PubMed and adapted across Embase, Web of Science, the Cochrane Library, and Cumulative Index to Nursing and Allied Health Literature using the appropriate syntax. Online supplemental file 1 presents our PubMed search strategy. JBI’s mnemonic population, concept, and context18 was used to inform our search strategy (see online supplemental file 2). In exploring guidelines, we also expanded the scope to include related approaches such as tools, lists, checklists and criteria that were developed or proposed to optimise prescribing. The search was conducted in November 2018 and subsequently updated in September 2019. We limited our searches to the English language only, with publication dates from January 1998 onwards. The reasons for imposing these limits were limitations in resources and currency of guidelines. In addition, various grey literature sources and six key geriatrics journals were searched in December 2018 and updated in September 2019. Simplified keywords were used to augment the coverage in Journal of the American Geriatrics Society, Age and Ageing, The Journals of Gerontology Series A, Archives of Gerontology and Geriatrics, BMC Geriatrics and European Geriatric Medicine. Supplementary searches based on reference lists of systematic reviews were performed. Online supplemental file 3 provides information on the grey literature and key journal searches.

Stage 3: study selection

Article selection was conducted independently in the Covidence software19 by three reviewers (PL, FL, EH). One of the reviewers (PL) screened titles and abstracts of all the articles, while the role of the second reviewer was divided between the other two reviewers (FL, EH). This arrangement was repeated for the next stage of full text screening. Conflicts were resolved through discussion between the two reviewers concerned, with adjudication by a fourth reviewer (YYD) where necessary. We included guidelines and strategies for adults of all ages if they did not exclude older adults in their applications. We also focused on guidelines and strategies that were not disease specific, not restricted to specific medication classes, or settings. Studies that set out to measure epidemiological outcomes or cost were also excluded. Broader guidelines that focused on the overall management of older adults with multimorbidity were also included, as their principles on treatment have direct impact on the prescribing process. In line with Arksey and O’Malley’s framework16 and recommendations from Levac et al,17 the eligibility criteria were iterated during the review process following discussions among the reviewers. Table 1 presents the study eligibility criteria. In keeping with the goals of scoping reviews to include all relevant articles, quality assessments were not performed.16
Table 1

Eligibility criteria for study

Inclusion criteriaExclusion criteria
Population

Older adults only

Adults including older adults

Paediatrics, children, young adults, middle-aged adults.
Concept

General prescribing guidelines, criteria, checklists, lists, tools, approaches, recommendations.

Study aims to improve physician prescribing process for older adults with multimorbidity.

If guidelines are restricted to specific diseases or therapeutic classes (eg, antibiotics, benzodiazepines).

Interventions and not guidelines.

Study aims: Exclusively to measure or predict epidemiological outcomes or cost using the guidelines, tools, approach, and so on.

ContextTailored for older patients with multimorbidity in outpatient setting(Including primary care).Tailored for patients with specific diseases, with comorbidity, or inpatient or residential settings.
FilterPublications from Jan 1998 to present; English publications.Publications before Jan 1998; non-English publications.
Study typesPublished guidelines, research studies, reports, grey literature.Protocols, epidemiological studies using guidelines, abstracts, reviews.
Eligibility criteria for study Older adults only Adults including older adults General prescribing guidelines, criteria, checklists, lists, tools, approaches, recommendations. Study aims to improve physician prescribing process for older adults with multimorbidity. If guidelines are restricted to specific diseases or therapeutic classes (eg, antibiotics, benzodiazepines). Interventions and not guidelines. Study aims: Exclusively to measure or predict epidemiological outcomes or cost using the guidelines, tools, approach, and so on.

Stage 4: charting the data

Due to the large volume of included articles, the task of charting the data was divided between two reviewers (PL and FL). An extraction spreadsheet was created to capture publication description, guideline characteristics, information for users and criteria. The extraction sheet was tested by the reviewers prior to independent data extraction. Subsequently, one reviewer (PL) reviewed all the extracted data to ensure their completeness and consistency. In addition, 10% of the final extractions were crossed checked by three reviewers (PL, FL, EH).

Stage 5: collating, summarising and reporting the results

The extracted data were collated and summarised by one of the reviewers (PL). Publication description and information about the guidelines are presented in the form of frequencies and percentages. To capture the range of themes presented in the guidelines, criteria identified were categorised. The reviewers then conducted several rounds of iterative discussions to agree to the categorisation, where possible, into broader finalised themes (PL, FL, EH, YYD). This scoping review is reported using the Preferred Reporting Items for Systematic Reviews and Meta-Analyses Extension for Scoping Review (PRISMA-ScR).20

Results

Our search strategy yielded 10 427 unique citations for the first stage title and abstract screening, including additional sources identified from grey literature, key journals and reference lists of systematic reviews identified. Among these, 152 studies were selected for the second stage of full-text screening, which in turn led to the final list of 70 studies that fulfilled our inclusion criteria. Online supplemental file 4 provides references of the included studies. A PRISMA flow diagram in figure 1 shows the screening process for the review.21
Figure 1

Preferred Reporting Items for Systematic Reviews and Meta-Analyses flow diagram of study selection process.

Preferred Reporting Items for Systematic Reviews and Meta-Analyses flow diagram of study selection process.

Characteristics of included articles

Most shortlisted articles were publications in scientific journals (n=64, 91%), whereas the remaining articles were from grey literature sources (n=6, 9%), such as governmental reports. Among regions, Europe had the largest representation of included articles. Notably, publications on this topic have increased almost fourfold in the last 10 years, compared with the previous decade. Table 2 presents the publication information.
Table 2

Publication information

Publications by:Frequency (n=70)Percentage
Region
Europe*3854
USA1319
AUS/NZ68.5
Asia69.5
International†710
First author affiliation
Medicine1826
Pharmacology1826
Professional organisations/governmental bodies1724
Other university departments913
University hospitals68
Others23
Year published
2001–200534
2006–20101217
2011–20153246
2016–2019 (part year)2333
Publication type
Scientific journals6491
Grey literature69

*Some studies involved multiple countries.

†Any combinations of authors from >2 continents.

Publication information *Some studies involved multiple countries. †Any combinations of authors from >2 continents.

Characteristics of the guidelines and tools

In total, 61 unique guidelines and tools were identified from the final list of 70 articles that fulfilled our inclusion criteria. Since we adopted a broader definition of guidelines that included tools, our results captured criteria, approaches and lists on appropriate prescribing. To make sense of the broad range of information, we grouped them into implicit, explicit, mixed criteria, and others, in line with the categories generally used in tools that evaluate appropriateness in prescribing.22–24 Table 3 shows the characteristics of these guidelines.
Table 3

Characteristics of guidelines

Guideline categoriesFrequency (n=61)Percentage
Types
Implicit criteria1830
Explicit criteria2033
Mixed criteria1626
Others711
Target population
Older adults only5183
Adults (including older adults)915
No age restrictions12
Aims
Improving medication/optimise prescribing2439
Identify PIM1830
Clinical management1118
Deprescribing610
Others*23
Development method
Delphi/Consensus study3354
Other methods†813
not described2033
Evidence based4269
Implementation tool or usage information3556
Update needed1220
Training needed915
Patient preference or shared decision-making3354
Provides information for discussion or patient information brochure1830

*Patients' priorities, prevent medication errors.

†Surveys, discussions, interviews.

Characteristics of guidelines *Patients' priorities, prevent medication errors. †Surveys, discussions, interviews. Most of the guidelines are categorised as either implicit criteria (n=18, 30%) or explicit criteria (n=20, 33%). Implicit criteria require the prescriber to apply clinical knowledge and judgement to make decisions. These tend to be patient focused, rather than drug or disease focused.22–24 In other words, the prescriber would need to tailor his prescribing decisions to the specific conditions of the patient within the constraints of the implicit criteria, which often requiring reliance on knowledge of existing literature and clinical experience. As such, the clinical decision could vary and tend to be more time consuming.25 Based on the above principles that define implicit criteria, we have categorised guidelines or approaches that involve lists of evaluation questions as part of the process of reviewing patients’ treatment and prescriptions under implicit criteria.9 26 27 As described in the literature, explicit criteria in theory could be assessed with less need for clinical judgement.22 Some examples include Beers criteria and Screening Tools of the Older Persons’ Prescriptions/Screening Tool to Alert to Right Treament (STOPP)/(START). Explicit criteria could come in the form of potential prescribing omissions, medication cluster lists, drug−disease or drug−drug interactions that should be avoided, or specific medications that are rarely appropriate. In addition, some PIM are defined by dosage, length of use or drug regimen. To further assist physicians in prescribing, some tools also include suggested alternatives or replacement medications, or medication to consider starting for selected conditions. In the mixed criteria category, both explicit and implicit approaches are employed in the decision-making process.23 One example is the Australian Prescribing Appropriateness Criteria which encompass a list of medications to avoid, as well as recommendations to exercise clinical judgement in reviewing the need for additional therapy, tests, ineffective treatment and monitoring for certain medications.28 In addition, two of these guidelines also included additional broader system-level principles, such as providing education or training on inappropriate prescribing, research priorities, and adaptation of work environment.10 29 The remaining category of ‘others’ represents a mix of tools and guidelines that are implemented in computer decision support systems30 31 and guidelines that focused on broader system needs, such as care models and research,32 33 general medical care, and a tool on prioritising outcomes.34 Online supplemental file 5 provides the list of included studies according to our categorisation. Overall, the aims of the guidelines were largely focused on improving the prescribing process through optimisation or deprescribing, except for 18%(n=11) that were focused on improving the overall clinical management. Most of the guidelines were developed through engaging experts in Delphi or consensus studies (n=33, 54%,), whereas 13% (n=8) described other methods, such as conducting surveys, discussions or interviews.

Information for guideline users

Two-thirds of the guidelines identified described incorporation of the evidence base (n=42, 69%) by including evidence summaries, scoping and other literature reviews, or existing guidelines and tools. One-fifth of them reported updates, plans to update, or mentioned need for guidelines to be updated (n=12, 20%). These studies tended to be on tools, such as country- or region-specific PIM lists, which need to be updated due to new medications and advancement, updates on treatment outcomes, or changing policies which would affect availability of medications in a specific market. More than half of the articles reported that the guidelines offered an implementation plan or had information that prescribers could use to facilitate the prescribing and decision process (n=35, 56%). For example, American Geriatric Society’s Guiding Principles on the Care of Older Adults with Multimorbidity identified barriers to, and mitigating factors for, its implementation, in addition to providing tips and scripts to support the action steps proposed.9

Cross-cutting themes

Although identified guidelines have differences in their approach and criteria, their cross-cutting themes represent key concepts for improving prescribing practice in older adults with multimorbidity. The elicited themes and associated practical actions that prescribers can consider adopting are presented in table 4. Table 5 presents themes related to the wider health organisation and health system, with identified areas for change to be considered. These suggested actions are tailored to outpatient specialist clinics within the hospital setting, where there are access to multidisciplinary teams such as the pharmacy services, physio/occupational/speech therapy services, nutrition and medical social work departments, and so on.
Table 4

Prescriber-related themes

Final themeExpansion of themeSuggested practical actions
Conduct comprehensive assessment before prescribing7 8 10 26 29–31 35 45–70

Conduct comprehensive assessment to understand patient’s medical (including assessment for frailty and dementia), psychosocial and functional aspects of health as well as possible prognosis.

The knowledge gathered from comprehensive assessment will guide prescribing decisions.

Consider overall treatment, including using objective measures for clinical improvement as part of regular follow-up, consultations, and monitoring.

Integrate Comprehensive Geriatric Assessment at intake and/or relevant treatment trajectory points, so that information on patient’s medical, psychosocial, and physical function are updated.
Use clinical prescribing tools8 10–12 27–29 31 46 52 55 56 58 60 61 63 68 70–98These tools could either assess the quality of medication prescription, aid in identifying PIM or PMO, or advise on optimising medications through a series of evaluation questions.Integrate use of a prescribing tool for medication review (physicians, pharmacists)
Identify patient’s needs, goals and priorities7–10 26 32–35 45 47–56 58 60–63 65–68

Identify needs, goals, and care priorities from patients' perspectives.

Consider patients’ values, health beliefs, characteristics and attitudes towards treatment, treatment goals (including adequacy of symptom control), medication management and adherence, social and economic factors (including costs and affordability of treatment), and care arrangement

Actively ask patients for their needs, goals and care priorities during clinic consults. This can be facilitated by use of a tool or checklist.
Consider evidence-based recommendations7–10 33 35 45 46 48–51 53–58 60–69

Apply current evidence to assess or estimate risks and benefits of treatment and the impact on health, quality of life, burden of care and lifestyles.

Recommend non-pharmacological alternatives or reduce unnecessary medical procedures when appropriate.

Setting up an internal repository that help expand knowledge and to share experiences of clinicians encountering complex prescribing cases.

Incorporate up-to-date evidence on risks and benefits of treatment (where available) when prescribing

Offer and discuss suitable alternatives for treatment where appropriate

Adopt shared decision-making7–9 33 35 45 49 54–56 58–61 65–68 84

Develop a therapeutic alliance and good patient rapport.

Maintain an open communication with other healthcare professionals involved in patients' care.

Involve patients, caregivers and families in shared decision making with the goal towards an individualised care plan that is aligned to patient’s health goals.

Provide patient education and counselling.

Provide patient and caregivers with adequate information on their clinical condition and associated treatment via education and counselling

Integrate shared-decision making with patients and their caregivers during intake or at relevant treatment trajectory points.

Communicate with other prescribers and healthcare professionals via discussions, progress notes, memos, and so on.

Incorporate multidisciplinary inputs7 8 29 32 49 55 67 68 73

Obtain multidisciplinary team’s input on their evaluations of patient’s conditions and care situation.

Consider use of care coordination, integrated care approach.

Consult with experts outside of the core team.

Refer patient to multidisciplinary team when necessary (eg, Pharmacist review for medication reconciliation at initial presentation to clinic and after each discharge from inpatient admission).

Set up a platform for multidisciplinary input (eg, clinic rounds/discussions)

Embrace technology-enabled prescribing7 8 29–31 33 52Use technology in the prescribing and clinical management process, such as alerts to detect potentially inappropriate medications in the electronic health record system, or patient feedback of conditions to physicians.· Set up alerts in electronic health record system on potentially inappropriate medication for older adults.· Encourage use of clinical decision platforms that provide quick review of clinical information via an App
Table 5

Wider health organisation-related or system-related themes

Final themeExpansion of themeSuggested interventions
Education and training on polypharmacy7 10 29 68Physicians, pharmacists or other healthcare professionals should receive education or training on geriatric pharmacology/pharmacotherapyProvide regular learning or training sessions, based on updated evidence in the literature.
Adapt work environment29Adapt the work environment to reduce prescription errors, such as by enhancing the clinical management process (eg, reduce distractions, create a culture of caution).Adopt a culture of caution, allowing time to routinely review medication prescription lists.
Broader health system related issues7 10 32 33 62 66

To include and increase research on older adults (eg, randomised controlled trials, improving care models)

To adopt uniform coding of patients’ health problems

To consider healthcare cost effectiveness

Setting up local institutions with cross collaborations to facilitate research at practice settings.
Establishing a clear definition of multimorbidity8 52To have a clear definition and understanding of what multimorbidity means, so as to identify the right patient for treatment.Establish a clear definition of multimorbidity (eg, patient being cared for by at least 3 specialists with >10 daily medications) and identify a way to flag these patients (physicians-identified or via electronic health record system set-up)
Prescriber-related themes Conduct comprehensive assessment to understand patient’s medical (including assessment for frailty and dementia), psychosocial and functional aspects of health as well as possible prognosis. The knowledge gathered from comprehensive assessment will guide prescribing decisions. Consider overall treatment, including using objective measures for clinical improvement as part of regular follow-up, consultations, and monitoring. Identify needs, goals, and care priorities from patients' perspectives. Consider patients’ values, health beliefs, characteristics and attitudes towards treatment, treatment goals (including adequacy of symptom control), medication management and adherence, social and economic factors (including costs and affordability of treatment), and care arrangement Apply current evidence to assess or estimate risks and benefits of treatment and the impact on health, quality of life, burden of care and lifestyles. Recommend non-pharmacological alternatives or reduce unnecessary medical procedures when appropriate. Setting up an internal repository that help expand knowledge and to share experiences of clinicians encountering complex prescribing cases. Incorporate up-to-date evidence on risks and benefits of treatment (where available) when prescribing Offer and discuss suitable alternatives for treatment where appropriate Develop a therapeutic alliance and good patient rapport. Maintain an open communication with other healthcare professionals involved in patients' care. Involve patients, caregivers and families in shared decision making with the goal towards an individualised care plan that is aligned to patient’s health goals. Provide patient education and counselling. Provide patient and caregivers with adequate information on their clinical condition and associated treatment via education and counselling Integrate shared-decision making with patients and their caregivers during intake or at relevant treatment trajectory points. Communicate with other prescribers and healthcare professionals via discussions, progress notes, memos, and so on. Obtain multidisciplinary team’s input on their evaluations of patient’s conditions and care situation. Consider use of care coordination, integrated care approach. Consult with experts outside of the core team. Refer patient to multidisciplinary team when necessary (eg, Pharmacist review for medication reconciliation at initial presentation to clinic and after each discharge from inpatient admission). Set up a platform for multidisciplinary input (eg, clinic rounds/discussions) Wider health organisation-related or system-related themes To include and increase research on older adults (eg, randomised controlled trials, improving care models) To adopt uniform coding of patients’ health problems To consider healthcare cost effectiveness

Discussion

Current clinical practice guidelines were largely formulated from a single disease perspective and have limited applications to patients with multimorbidity. This is especially so for older adults who experience age-related pharmacokinetic and pharmacodynamic changes that alter the way they respond to medications.35 We seek to identify the scope and extend on what guidelines are available. To our knowledge, this is the first scoping review to identify the principles and themes in these guidelines, which can then be incorporated into the outpatient setting or considered in the design of an intervention to reduce PIP in this vulnerable population.

Gaps in current guidelines

A difficulty with implementing guidelines is the uptake among its potential users. On one hand, it is important to consider quality of a guideline, such as the scope and purpose, stakeholder involvement, rigour of development, clarity of presentation and applicability identified in the Appraisal of Guidelines for REsearch and Evaluation instrument,36 but not knowing what to do could present implementation barriers for healthcare professionals.37 Adding usage or implementation support information could help to increase uptake or use of guidelines.37 One of the key findings from our review is that most guidelines did not incorporate implementation tools for users, even though there is a need for such user guidance.38 While we found that about half of articles described guidelines with some usage information, very few of them included comprehensive implementation information similar to what the National Institute for Health and Care Excellance (NICE) provides for clinical management of multimorbidity to encourage uptake and use of the guidance in clinical practice.8 However, this could in part be due to our search not capturing some separate publications that provided implementation tools later. For example, applications of STOPP/START39 and the Screening Tool for Older Person’s Appropriate Prescriptions for Japanese (STOPP-J)40 were further specified and operationalised for clinicians, while Fit fOR The Aged (FORTA) could be accessed through an App that was developed.41 On the other hand, about a third of guidelines had information that support discussion with patients, such as information brochures developed specifically for them, as a lack of knowledge of this information may amplify implementation challenges for healthcare professionals.37

Consideration to use a mixed approach

A point to note on the category with an explicit approach is that they are tools that came in the form of lists of PIM or medication clusters that tended to be country specific. Transferability of such tools may be limited by the availability of medications in specific countries.22 However, prescribing appropriateness should not be solely dependent on using drug data as a measure, as the focus should be on using various dimensions of appropriateness.22 The complexity of choosing one medication over another could reduce risk in one aspect but increase harm in another.42 Using such tools alone could potentially result in suboptimal decision-making when caring for older adults with multimorbidity. Nevertheless, thoughtful incorporation of these tools in clinical practice may improve prescribing for older adults with multimorbidity. A study by Blozik et al highlighted that although explicit and implicit tools exist, these have not been systematically included in current clinical practice guidelines.43 In response, they recommended cross referencing such instruments in the care of multimorbid patients.43 As such, adopting a mixed approach might be a way to mitigate short comings in either an implicit or explicit criteria approach. Notably, most of the guidelines formulated by governments or governmental bodies fall into this mixed-approach category. Hence, it would be important to consider incorporating mixed-criteria approach to assist decision-making when prescribing, while providing guidance or steps to facilitate their implementations.

Identifying cross-cutting themes

Examining the themes that are commonly addressed across guidelines helped identify important practical actions and potential interventions to optimise prescribing. Of these themes, five emerged as prevailing recommendations for prescribing and care for older adults with multimorbidity: conduct a comprehensive assessment before prescribing; use clinical prescribing tools; identify patients’ needs, goals and priorities; consider evidence-based recommendations; and adopt shared decision-making. These five themes can serve as the minimum recommended prescribing actions that could be adopted by clinical programmes and services delivering outpatient care to older adults with multimorbidity. The remaining themes ‘incorporate multidisciplinary inputs’ and ‘embrace technology-enabled prescribing’ and wider health organization-related and system-related themes were less commonly identified as recommendations, perhaps as prerequisite infrastructure needs to be in place in the practice setting for their adoption. These remaining themes could serve as optional actions, depending on appropriateness to the settings. Thus, reorganising the cross-cutting themes signalled what could be considered at the microlevel, vis-à-vis themes that are at the mesolevel or macrolevel.

Implications on clinical practice and research

The practical actions and suggested interventions based on the cross-cutting themes reflected how it could look like in an ideal outpatient setting with adequate manpower and resources. A Comprehensive Geriatric Assessment would be routinely done in geriatric clinics, while medication reconciliation and medication review might happen at more ad hoc basis, depending on needs of the patients. However, due to the constant pressure of continuous patient load flow and time/cost constraints, some of the practical actions might not translate to feasible actions. For example, using an implicit tool such as the Medication Appropriateness Index27 in clinical practice is not appropriate, due to time needed for the review. On the other hand, adopting an explicit tool would have the challenge of applicability, as they are tailored to the medications and formularies of the country where the tool was originally developed. This might require adaptations and tailoring to specific health systems, which require resources. As such, both kinds of prescribing tools might present acceptability and feasibility issues that make their implementations in routine clinical practice challenging. A possible solution could be first using a PIM list of choice that is most applicable to the context of the country of use, if tailored or adapted PIM list is not available. On identification of PIM, further implicit criteria could be applied to those medications, which would provide systematic guidance to the physicians in their prescribing decision-making process. In addition, the suggested practical actions under ‘Consider evidence-based recommendations’ require time and resources to be taken away from clinical work. Prior to implementation of the repository, information and resources that clinicians find helpful would first need to be identified, before searching and compilation in the repository. Hence, in order to facilitate use of the practical actions on a day-to-day basis, themes that are most feasible and in need of prioritising should be identified in one’s setting. They can then be carried out as an implementation study to understand the process, identifying barriers and facilitators involving stakeholders in context. Although the end outcome of the intervention or practical action might deviate from the original intended version, it might still be worth putting a theme or themes into practice. Overall, making sense of the heterogeneous information assembled in this review was challenging. The concepts summarised via themes have closely linked practical actions to each other, making it hard to be disentangled. The advantage of separating the themes is the ability to focus on one and not the other, if resources and time are limited. However, because some of the concepts have overlaps and are very much interlinked, implementation of even one of the themes could impact other areas of needs, potentially facilitating the prescribing process. For example, while highly important, having a separate assessment on patients’ needs, goals and priorities in the routine clinical settings might not be practical or feasible. However, some of answers might surface during the Comprehensive Geriatric Assessments, even if direct questions were not asked, which would be helpful information towards a physician’s prescribing decisions.

Limitations

Despite using a broad suite of literature search terms, it is still likely that relevant studies were missed, especially by use of filters (language and year). As such, we are likely to have missed earlier guidelines and criteria published, as well as updates or implementation tools that were published separately that were not captured in our search strategy. On the other hand, limiting articles to those published in the previous 20 years ensures their saliency to contemporary prescribing. Thematic synthesis was conducted by one author (PL), which could limit the robustness of interpretation. However, given that data extraction criteria were predetermined, the need for ground interpretations in the coding process was minimised. The subsequent multiple iterative discussions among the reviewers calibrated joint understanding, and the final selection of themes reflects collective judgement. Although the quality of a guideline is an important factor in determining whether it should be implemented in public health,44 we did not perform quality appraisal on the guidelines to achieve the goal of including all relevant articles.

Conclusions

Our scoping review was undertaken to provide a usable knowledge base when developing care interventions to optimise prescribing among older adults with multimorbidity. As implementation of guidelines often presents challenges in clinical settings,37 finding ways to incorporate their elements into clinical improvement initiatives could facilitate greater uptake of published prescribing recommendations. We found 61 unique guidelines that included tools, criteria and approaches with 11 cross-cutting themes to be considered, with practical actions and suggested interventions. The need to employ a mixed approach, incorporating thoughtful use of explicit tools and providing useful implementation information should be strongly considered in efforts to optimise prescribing practices in older adults with multimorbidity.
  81 in total

1.  Using the NO TEARS tool for medication review.

Authors:  Tessa Lewis
Journal:  BMJ       Date:  2004-08-21

Review 2.  Inappropriate prescribing: criteria, detection and prevention.

Authors:  Marie N O'Connor; Paul Gallagher; Denis O'Mahony
Journal:  Drugs Aging       Date:  2012-06-01       Impact factor: 3.923

3.  Prescribing to fit the needs of older people--the NHS Scotland Polypharmacy Guidance, 2nd edition.

Authors:  M Wilson; A Mair; T Dreischulte; M D Witham
Journal:  J R Coll Physicians Edinb       Date:  2015

4.  Patient-centered care for older adults with multiple chronic conditions: a stepwise approach from the American Geriatrics Society: American Geriatrics Society Expert Panel on the Care of Older Adults with Multimorbidity.

Authors: 
Journal:  J Am Geriatr Soc       Date:  2012-09-19       Impact factor: 5.562

5.  What to give the patient who has everything? A qualitative study of prescribing for multimorbidity in primary care.

Authors:  Carol Sinnott; Sheena Mc Hugh; Maria B Boyce; Colin P Bradley
Journal:  Br J Gen Pract       Date:  2015-03       Impact factor: 5.386

6.  How to Use the FORTA ("Fit fOR The Aged") List to Improve Pharmacotherapy in the Elderly.

Authors:  M Wehling
Journal:  Drug Res (Stuttg)       Date:  2015-07-21

7.  Multimorbidity care model: Recommendations from the consensus meeting of the Joint Action on Chronic Diseases and Promoting Healthy Ageing across the Life Cycle (JA-CHRODIS).

Authors:  Katie Palmer; Alessandra Marengoni; Maria João Forjaz; Elena Jureviciene; Tiina Laatikainen; Federica Mammarella; Christiane Muth; Rokas Navickas; Alexandra Prados-Torres; Mieke Rijken; Ulrike Rothe; Laurène Souchet; Jose Valderas; Theodore Vontetsianos; Jelka Zaletel; Graziano Onder
Journal:  Health Policy       Date:  2017-09-14       Impact factor: 2.980

8.  Appropriate Prescribing for Older People: A New Tool for the General Practitioner.

Authors:  E Lenaerts; F De Knijf; B Schoenmakers
Journal:  J Frailty Aging       Date:  2013

9.  Epidemiology of multimorbidity and implications for health care, research, and medical education: a cross-sectional study.

Authors:  Karen Barnett; Stewart W Mercer; Michael Norbury; Graham Watt; Sally Wyke; Bruce Guthrie
Journal:  Lancet       Date:  2012-05-10       Impact factor: 79.321

10.  An International Perspective on Chronic Multimorbidity: Approaching the Elephant in the Room.

Authors:  Davide L Vetrano; Amaia Calderón-Larrañaga; Alessandra Marengoni; Graziano Onder; Jürgen M Bauer; Matteo Cesari; Luigi Ferrucci; Laura Fratiglioni
Journal:  J Gerontol A Biol Sci Med Sci       Date:  2018-09-11       Impact factor: 6.053

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