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Background <p>Clinical, operational, and financial data drive healthcare decisions, but deriving insights from complex datasets is challenging and error-prone. Dashboards simplify analytics, yet adoption is constrained by skepticism about generic solutions designed without user input. While participatory methods have allowed consultation in dashboard-building tasks, collaboration between users is required to ensure consensual and needs-oriented tools.</p> Methods <p>We modified the nominal group technique – leveraging <i>a priori</i> idea generation and iterative voting through literature review, questionnaire, and workshop processes – to engage prospective users in creating consensual dashboards from predefined key performance indicators (KPIs). First, sets of suitable visuals for each KPI are identified through a literature-informed decision table. Next, users individually state their preferential visuals via an online questionnaire. Finally, a collaborative dashboard-building workshop enables users to (1) discuss and select final KPI visuals and (2) integrate selected visuals into a prototype dashboard. Two real-world cases (UC1 and UC2) in telemonitoring for heart failure (HF) management in Portuguese hospitals are reported.</p> Results <p>UC1 reports the collaborative analysis of 23 KPIs on HF telemonitoring program’s <i>Case-mix</i>, <i>Access</i> and <i>Clinical aspects</i> by health professionals and medical technology providers (<i>n</i> = 6), co-creating three dashboard pages. In UC2, cardiologists (<i>n</i> = 5) validated UC1’s choices, assessed 12 new KPIs on <i>Acceptability</i> and <i>Costs</i>, and a functional dashboard prototype comprising five pages (average 7.2 visuals per page) was developed. While both cases adhere to a common KPI set, visuals reflect each telemonitoring protocol and are tailored to users’ management needs and program objectives.</p> Conclusions <p>The proposed approach revealed well-structured while expedite, aligning health professionals and managers' needs with developers' design perspectives. It allows translating narrative management concepts into interactive and actionable information. Moreover, by fostering user collaboration, dashboard ownership, trust, usability, adoption, and workflow integration are enhanced. </p>

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From predefined indicators to a management dashboard for heart failure telemonitoring: a modified nominal group technique approach in Portuguese hospitals

  • 期刊论文

  • 出版模式：

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  • 发表日期：

    2026年1月23日

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  • Rafael Miranda,
  • David Franco Rodrigues,
  • Filipa Matos Baptista,
  • Mónica Duarte Oliveira

摘要

Background

Clinical, operational, and financial data drive healthcare decisions, but deriving insights from complex datasets is challenging and error-prone. Dashboards simplify analytics, yet adoption is constrained by skepticism about generic solutions designed without user input. While participatory methods have allowed consultation in dashboard-building tasks, collaboration between users is required to ensure consensual and needs-oriented tools.

Methods

We modified the nominal group technique – leveraging a priori idea generation and iterative voting through literature review, questionnaire, and workshop processes – to engage prospective users in creating consensual dashboards from predefined key performance indicators (KPIs). First, sets of suitable visuals for each KPI are identified through a literature-informed decision table. Next, users individually state their preferential visuals via an online questionnaire. Finally, a collaborative dashboard-building workshop enables users to (1) discuss and select final KPI visuals and (2) integrate selected visuals into a prototype dashboard. Two real-world cases (UC1 and UC2) in telemonitoring for heart failure (HF) management in Portuguese hospitals are reported.

Results

UC1 reports the collaborative analysis of 23 KPIs on HF telemonitoring program’s Case-mix, Access and Clinical aspects by health professionals and medical technology providers (n = 6), co-creating three dashboard pages. In UC2, cardiologists (n = 5) validated UC1’s choices, assessed 12 new KPIs on Acceptability and Costs, and a functional dashboard prototype comprising five pages (average 7.2 visuals per page) was developed. While both cases adhere to a common KPI set, visuals reflect each telemonitoring protocol and are tailored to users’ management needs and program objectives.

Conclusions

The proposed approach revealed well-structured while expedite, aligning health professionals and managers' needs with developers' design perspectives. It allows translating narrative management concepts into interactive and actionable information. Moreover, by fostering user collaboration, dashboard ownership, trust, usability, adoption, and workflow integration are enhanced.