Use of environmental scans in health services delivery research: a scoping review

• Published in: BMJ open 2021-11, Vol.11 (11), p.e050284
• Main Authors: Charlton, Patricia, Kean, Terri, Liu, Rebecca H, Nagel, Daniel A, Azar, Rima, Doucet, Shelley, Luke, Alison, Montelpare, William, Mears, Kim, Boulos, Leah
• Format: Article
• Language: English
• Subjects: Data collection; Decision making; Delivery of Health Care; Environmental scanning; health policy; Health Services; Health Services Research; Humans; Knowledge; Public health; Research Personnel; statistics & research methods; Strategic planning; Systematic review; Terminology; Trends
• ISSN: 2044-6055; 2044-6055
• DOI: 10.1136/bmjopen-2021-050284

ObjectiveTo examine the extent and nature of evidence on the use of the environmental scan (ES) in the health services delivery literature.DesignScoping review.MethodsThis scoping review followed the five-stage scoping review methodology outlined by Khalil et al. A Peer Review of Electronic Search Strategies was completed. Seven electronic databases and the grey literature were searched. Pairs of researchers independently performed two levels of screening and data extraction. Data were analysed using qualitative content and thematic analysis.ResultsNinety-six studies were included in the scoping review. Researchers conducted ESs for many purposes, the most common being to examine the current state of programmes, services or policies. Recommendations were informed by ESs in 20% of studies. Most common data collection methods were literature review (71%), key informant or semistructured interviews (46%) and surveys (35%). Over half (53%) of the studies used a combination of passive (looking at information eg, literature, policies, guidelines) and active (looking for information eg, surveys, interviews) approaches to data collection. Person sources of data (eg, healthcare stakeholders, community representatives) and non-person sources of data (eg, documents, electronic databases, the web) were drawn on to a similar extent. The thematic analysis of the definitions/descriptions yielded several themes including instrument of discovery, knowledge synthesis, forward-looking and decision making. Research gaps identified included absence of a standard definition, inconsistencies in terminology and lack of guiding frameworks in the health services delivery context.ConclusionESs were conducted to gather evidence and to help inform decision making on a range of policy and health services delivery issues across the continuum of care. Consistency in terminology, a consensus definition and more guidance on ES design may help provide structure for researchers and other stakeholders, and ultimately advance ES as a methodological approach. A working definition of ES in a health services delivery context is presented.