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Patient-centered education in dyslipidemia management: a systematic review

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Figure 1.

Flow diagram of the study selection process according to PRISMA flowchart. PRISMA, Preferred Reporting Items for Systematic Review and Meta-Analyses; RCT, randomized controlled trial.
Flow diagram of the study selection process according to PRISMA flowchart. PRISMA, Preferred Reporting Items for Systematic Review and Meta-Analyses; RCT, randomized controlled trial.

Summary of studies included

Study’s first author, year Study location Design Sample size Patient demographic Setting
Eaton (2011) [3] New England 2-arm RCT 4,105 Patients with regular follow-up and interested in coronary heart disease risk reduction Primary care clinic
Goyer (2012) [6] Canada 3-arm RCT 185 Patients with at least 2 cardiovascular risk factors Montreal Clinical Research Institute
McDermott (2012) [19] The United States 3-arm RCT 355 Peripheral arterial disease patients with LDL-C ≥ 70 mg·dL−1 Medical institution (university)
Ockene (1999) [20] The United States 3-arm RCT 1,162 Patients with blood TC level in the highest 25th percentile and had a previous scheduled visit Community health center (health maintenance organization)
Fortin (2016) [21] Canada (North America) 3-arm RCT 664 Patients aged 18–75 years with at least 1 chronic conditions or risk factors Primary care practice
Lear (2002) [22] Canada (North America) 2-arm RCT 302 Patients with ischemic heart disease Hospital
Lin (2012) [23] The United States 2-arm RCT 214 Patients with poorly controlled diabetes and coronary heart diseases Hospital (medical center)
Allen (2011) [24] The United States 2-arm RCT 525 Patients with established CVD and LDL-C/BP/HbA1c exceeding target goal Community health center
Babazono, (2007) [25] Japan 2-arm RCT 99 Patients with high SBP/DBP/HbA1c during annual health checkup Health center
Bosworth (2018) [26] The United States 2-arm RCT 428 Patients with poorly controlled hypertension and/or hypercholesterolemia Medical center/hospital
Byrne (2020) [27] The United Kingdom 2-arm RCT 212 Patients prescribed with statins and had TC ≥5 mmol·L−1 Primary care center
Ho (2014) [28] The United States 2-arm RCT 241 Patients admitted with acute coronary syndrome as the primary reason Medical center (hospital)
Iturralde (2019) [29] The United States 2-arm RCT 647 Patients with ≥1 uncontrolled CVD risk factors for at least 2 years before Kaiser Permanente (non-profit integrated healthcare delivery system)
Jarab (2012) [30] Jordan 2-arm RCT 156 Follow-up patients with type 2 diabetes Hospital
Jiang (2007) [31] China 2-arm RCT 167 Patients who were first hospitalized with either angina pectoris or myocardial infarction Hospital
Maindal (2014) [32] Denmark 2-arm RCT 509 Patients aged 40–69 years at the time of screening and diagnosis of screening-detected type 2 diabetes Primary care clinic
Mok (2013) [33] Hong Kong 2-arm RCT 82 Patients diagnosed with myocardial infarction Hospital
Sol (2008) [34] The Netherlands 2-arm RCT 154 Referred patients with symptomatic vascular diseases Hospital
Zhang (2019) [35] China 2-arm RCT 62 Patients with history of cardiometabolic syndrome Medical university-affiliated hospital
Daumit (2020) [36] The United States 2-arm RCT 269 Patients with at least 1 cardiovascular risk factor Community outpatient clinic

Summary of impact of interventions

First author Psychosocial/cognitive Behavioral (smoking/physical activity/diet or medication adherence) Cholesterol level Other cardiometabolic outcomes (BP/weight/BMI/HbA1c) Other outcomes Difference in LDL level (reduction) in intervention and control groups
Eaton [3] 0 LDL(95% CI, OR = 1.27)0 non-HDL(95% CI, OR = 1.23)
Goyer [6] + Mental health status(P< 0.001) + Kilocalories intake(P= 0.022)+ Physical activity(P< 0.001)0 Smoking status + TC(P< 0.001)+ TG(P= 0.047)0 HDL+ LDL(P= 0.046) + SBP(P< 0.001)+ Weight(P< 0.001)+ BMI(P< 0.001)+ HbA1c0 Waist circumference + Reduction in CVD risk score (Framingham Risk Score)(P< 0.005) Difference in intervention group: 9.0 mg·dL−1Difference in control group: 5.4 mg·dL−1
McDermott [19] + Patient activation(95% CI, P= 0.016)+ Self-efficacy(95% CI, P< 0.001) + LDL(95% CI, P= 0.035) + Pharmacotherapy initiation and adjustments(95% CI, P< 0.001) Difference in intervention group: 18.4 mg·dL−1Difference in control group (usual care): 11.1 mg·dL−1
Ockene [20] + Reduction in consumption of saturated fats(P= 0.01) 0 TC(P= 0.07)0 LDL(P= 0.10)0 HDL(P= 0.09)0 TG(P= 0.03) + Weight(P< 0.001)+ BMI(P< 0.001) Difference in intervention group: 1.98 mg·dL−1Difference in control group (usual care): 0.18 mg·dL−1
Fortin [21] + Self-monitoring(95% CI, P= 0.001, RR = 2.40)+ Emotional well-being(95% CI, P= 0.012, RR = 1.73)+ Skill and technique acquisition(95% CI, P= 0.001, RR = 1.70)0 Physical activity(95% CI, P= 0.276, OR = 3.81)0 Fruit and vegetable consumption(95% CI, P= 0.198, OR = 2.36) + BMI(95% CI, P< 0.001)
Lear [22] 0 Self-efficacy0 Perceived stress 0 Smoking status0 Physical activity 0 TC0 LDL0 HDL0 TG + BMI(P< 0.05)+ Waist circumference(P< 0.05)0 BP + Higher PTCA procedures(P< 0.05)+ Less CABG procedures(P< 0.05)
Lin [23] + Glucose monitoring(P= 0.06, RR = 1.28)+ BP monitoring(P< 0.001, RR = 3.20)0 Medication adherence + Pharmacotherapy initiation and adjustment rates for antidepressants(P< 0.001, RR = 6.20)+ Pharmacotherapy initiation and adjustment rates for insulin(P< 0.001, RR = 2.97)+ Pharmacotherapy initiation and adjustment rates for antihypertensive medications(P< 0.001, RR = 1.86)
Allen [24] + Perceptions of the quality of chronic illness care(95% CI, P< 0.001) + TC(95% CI, P< 0.001)+ LDL(95% CI, P< 0.001)+ TG(95% CI, P= 0.013)0 HDL(95% CI, P= 0.497) + SBP(95% CI, P= 0.003)+ DBP(95% CI, P= 0.013)+ HbA1c(95% CI, P= 0.034) Difference in intervention group: 21.6 mg·dL−1Difference in control group (usual care): 5.7 mg·dL−1
Babazono [25] + Number of steps per day(P< 0.001)+ Vegetable intake(95% CI, P< 0.05, OR = 3.80)0 Total calorie intake 0 TC0 LDL0 TG0 HDL 0 BMI0 BP0 HbA1c Difference in intervention group: 1.4 mg·dL−1Difference in control group (usual care): increment of 0.1 mg·dL−1
Bosworth [26] + TC(95% CI, P= 0.03)0 LDL0 HDL(95% CI, P= 0.08) 0 SBP(P= 0.34)0 DBP0 HbA1c(95% CI)(P= 0.72) Difference in intervention group: 9.7 mg·dL−1Difference in control group (usual care): 8.9 mg·dL−1
Byrne [27] + Perceived control and understanding of the condition(95% CI, P< 0.027) 0 Medication adherence to statin(95% CI, P= 0.968, OR = 1.02)+ Walking activity(95% CI, P< 0.001) 0 TC(95% CI, P= 0.120)0 HDL(95% CI, P= 0.814) 0 SBP(95% CI, P= 0.096)+ DBP(95% CI, P= 0.002)+ Waist circumference(95% CI, P= 0.012)0 BMI(95% CI, P= 0.088) 0 CVD risk score(95% CI, P= 0.165) TC: difference in intervention group: 12.42 mg·dL−1Difference in control group (usual care): 6.12 mg·dL−1
Ho [28] + Medication adherence(95% CI, P= 0.03) 0 LDL(P= 0.90) 0 SBP(P= 0.50)0 DBP(P= 0.50) Difference in intervention group: 13 mg·dL−1Difference in control group (usual care): 12 mg·dL−1
Iturralde [29] + Patient activation(P= 0.01)+ Patient-centered care(P= 0.003) 0 Statin adherence(P= 0.93) 0 LDL(P= 0.97) 0 SBP(P= 0.80)0 HbA1c(P= 0.28) 0 1 year CVD risk factor+ Engagement with the healthcare system using online tools(P= 0.01)
Jarab [30] + Medication adherence(self-report)(P= 0.003)+ Self-care activities(P= 0.007) + LDL(P= 0.031, 95% CI)+ TG(P= 0.017, 95% CI)0 HDL(P= 0.728, 95% CI) + SBP(P= 0.035, 95% CI)+ DBP(P= 0.026, 95% CI)+ HbA1c(P= 0.019, 95% CI)0 BMI(P= 0.189, 95% CI) Difference in intervention group: 10.8 mg·dL−1Difference in control group (usual care): 7.2 mg·dL−1
Jiang [31] + Medication adherence (at 3 months)(P= 0.029)0 Medication adherence (at 6 months)(P= 0.143)+ Walking activity (at 6 months)(P= 0.002)+ Step 2 diet adherence (at 6 months)(P= 0.002)0 Smoking status + TC(at 6 months)(P= 0.001)+ TG(at 6 months) (P= 0.011)+ LDL(at 6 months)(P= 0.001)0 HDL(at 6 months)(P= 0.293) + SBP (at 3 months)(P= 0.021)0 SBP (at 6 months)(P= 0.216)+ DBP (at 3 months)(P= 0.030)0 DBP (at 6 months)(P= 0.148)0 Body weight (at 3 months)(P= 0.157)0 Body weight (at 6 months)(P= 0.099) Difference in intervention group: 8.1 mg·dL−1Difference in control group (usual care): 2.7 mg·dL−1
Maindal [32] + Patient activation(P= 0.002, 95% CI) 0 Physical activity(P= 0.600, 95% CI)0 Smoking status(P= 0.056, 95% CI) + TC(P= 0.027, 95% CI) 0 SBP(P= 0.372, 95% CI)0 DBP(P= 0.140, 95% CI)0 HbA1c(P= 0.371, 95% CI)0 BMI(P= 0.831, 95% CI) 0- to 10-year CVD risk score(P= 0.878, 95% CI) TC: difference between intervention and control groups: 4.32 mg·dL−1
Mok [33] + Reduction in consumption of saturated fats and salted food(P< 0.001)+ Increased intake of heart-healthy foods(P< 0.001) 0 TC0 TG+ HDL(P= 0.001) Difference in intervention group: no differenceDifference in control group (usual care): increase 4.63 mg·dL−1
Sol [34] 0 Total self-efficacy+ Self-efficacy in choosing healthy food(P= 0.01)+ Self-efficacy in doing extra exercises(P= 0.03) 0 LDL(95% CI, OR = 0.95) 0 SBP(95% CI, OR = 1.07)0 BMI(95% CI, OR = 0.93)
Zhang [35] + Quality of life(P< 0.001) 0 Physical activity0 Smoking status +TG(P< 0.001) + SBP(P< 0.001)+ Waist circumference(P< 0.001) TG: difference in intervention group: 14.4 mg·dL−1Difference in control group (usual care): increase of 3.6 mg·dL−1
Daumit [36] + Smoking status(P= 0.004, 95% CI) 0 TC0 HDL0 LDL 0 SBP + Reduction in 10-year Framingham risk score(P= 0.02, 95% CI) Difference in intervention group: 8.2 mg·dL−1Difference in control group (usual care): 3.7 mg·dL−1

Criteria assessments for studies included

Study’s first author Does the study describe PCE? 1. Clearly focused research question 2. Was the assignment of participants randomized? 3. Were all participants accounted for at its conclusion? 4. Were the participants/investigators blinded to intervention? 5. Were the study groups similar at the start of RCT? -was a baseline set?-were any differences found between study groups that may affect outcome 6. Apart from the intervention, did each study group receive same level of care? 7. Were the effects of intervention reported comprehensively? - were power calculation, etc., reported 8. Was the precision of the estimate of the intervention or treatment effect reported? Were CIs reported? 9. Do the benefits of the intervention outweigh the harms and costs? 10. Can the results be applied to any local population? 11. Would the intervention provide greater value than any of the existing interventions?
Eaton [3] 1 1 1 1 0 1 1 1 1 1 1 1
Goyer [6] 1 1 1 1 1 1 1 1 1 1 1 1
McDermott [19] 1 1 1 1 0 1 1 1 1 1 1 1
Ockene [20] 1 1 1 1 0 1 1 1 1 1 1 1
Fortin [21] 1 1 1 1 1 1 1 1 1 1 1 1
Lear [22] 1 1 1 1 1 1 1 1 1 1 1 1
Lin [23] 1 1 1 1 0 1 1 1 1 1 1 1
Allen [24] 1 1 1 1 0 1 1 1 1 1 1 1
Babazono [25] 1 1 1 1 0 1 1 1 1 1 1 1
Bosworth [26] 1 1 1 1 0 1 1 1 1 1 1 1
Byrne [27] 1 1 1 1 1 1 1 1 1 1 1 1
Ho [28] 1 1 1 1 1 1 1 1 1 1 1 1
Iturralde [29] 1 1 1 1 1 1 1 1 1 1 1 1
Jarab [30] 1 1 1 1 1 1 1 1 1 1 1 1
Jiang [31] 1 1 1 1 1 1 1 1 1 1 1 1
Maindal [32] 1 1 1 1 1 1 1 1 1 1 1 1
Mok [33] 1 1 1 1 1 1 1 1 1 1 1 1
Sol [34] 1 1 1 1 1 1 1 1 1 1 1 1
Zhang [35] 1 1 1 1 1 1 1 1 1 1 1 1
Daumit [36] 1 1 1 1 1 1 1 1 1 1 1 1

Search strategy for the databases

Number Keyword
1 Dyslipidemia
2 Hyperlipidemia
3 Hypercholesterolemia
4 Hypertriglyceridemia
5 1 OR 2 OR 3 OR 4
6 Patient centered (text word)
7 Patient centered education
8 Patient education
9 Patient empowerment
10 6 OR 7 OR 8 OR 9 OR 10
11 6 AND 10

Inclusion and exclusion criteria for articles

Inclusion criteria Exclusion criteria
✓ English articles only ➢ Review article (systematic review and meta-analysis)
✓ RCT ➢ Articles with study protocol only
✓ Published from inception till April 2021 ➢ Articles with poor randomization method
✓ Included patient education as the intervention ➢ Articles with unclear description of patient education
✓ Intervention used PCE with the following criteria:
– Applied SDM (the decision is mutually agreed by the patients and health-care professionals)
– Mentioned patient-centered approaches such as MI
✓ Articles assessed by the CASP checklist for assessment of study quality

Summary of interventions

First author, year Interventions by Intervention duration Interventions Patient-centered elements Control Theories/models/key mechanism
Eaton (2011) [3] Physician 12 months

4 academic detailing sessions

Physicians received patient education toolkit, a computer kiosk with patient activation software, and PDA-based decision support tool

Patients were guided via interactive SDM aided by the PDA decision support tool

Active patient involvement in care plan

Individualized care plan

Physicians received PDA only without the decision support tool and no patient education toolkit

Theory: chronic care model
Goyer (2012) [6] Nutritionist Psychologist Kinesiologist Nurse Physician 3 months

12 weekly group sessions of 3 h between Months 3 and 6 of the study

Follow-up sessions every 3 months until the end of the second 2-year protocol

Active patient involvement in care plan

Individualized care plan

MI

Management was left to the family physician. Patients were called after 1 year for address verification and reminder for the 2-year follow up

Called for the 2-year assessment

Theory/model: health belief model, Prochaska stages of change
McDermott (2012) [19] Health counselor 12 months

Patient-centered counseling for medication adherence and recommendation to visit the physicians

Telephone calls every 6 weeks for 12-month duration advising about medication adherence and encouragement to increase walking activity

Active patient involvement in care plan

Individualized care plan

Second control arm:

8 telephone calls delivered every 6 weeks

No attempts for behavior change

Third control arm:

No scheduled telephone calls

Key mechanism: health-care professional–patient relationship to promote patient activation (patient requested more-intensive lipid-lowering therapy from their physicians)
Ockene (1999) [20] Physician 12 months

Physicians received nutrition counseling training with office support program

Physicians delivered patient-centered and interactive nutrition counseling assisted with office support program

Office support program helped the physicians to provide counseling by providing all necessary materials

Active patient involvement in care plan

Individualized care plan

Second control arm:

Physicians received nutrition counseling training only

Third control arm:

Usual care (not being described further)

Theory: social learning theory
Fortin (2016) [21] Nurse CDPM professional 3 months

Self-management support, patients’ education about risk assessment, and lifestyle changes assisted with printed materials

Collaborative care

The intervention group received the intervention right away after the baseline measurement

Active patient involvement in care plan

Individualized care plan

MI

Second control arm:

Received similar intervention as intervention group but 3 months after baseline (delayed intervention)

Third control arm:

Received no intervention at all for 1 year

Key mechanism: health-care professional–patient relationship to promote self-management, empowerment, and self-efficacy
Lear (2002) [22] Dietitian Exercise specialist nurse 48 months

6 CRPs, 6 telephone follow-ups, 3 lifestyle and risk factor counseling sessions annually and continued for 2 years

Patients were counseled about behavior changes and guided to develop individualized goal setting

Active patient involvement in care plan

Individualized care plan

Return to their family physician’s care and come to the study clinic only to undergo annual outcome assessment

Copy of the laboratory results were sent to the participants’ family physicians

Theory: transtheoretical theory, social cognitive theory
Lin (2012) [23] Nurse Physician 12 months

Patient education by nurses, followed by regular follow-up

Weekly caseload reviews by physician consultants

Monitoring was done by visits or telephone calls initially 2–3 times a month

Active patient involvement in care plan

Individualized care plan

Patients were advised to consult their primary care physicians

Patients can self-refer or be referred for specialty services, including mental health

Theory: chronic care model
Allen (2011) [24] Nurse Community health worker 12 months

Patient education followed by follow-ups. Follow-up frequency depends on participants’ progress

Progress reviewed by community health worker

Each follow-up session discussed individualized patients’ goals, barriers, strategies, and support to aid patients in achieving the goal

Active patient involvement in care plan

Individualized care plan

MI

Received results of baseline with the recommended goal level

Received a pamphlet on controlling risk factors from American Heart Association

Theory: chronic care model
Babazono (2007) [25] Dietitian Health exercise instructor Public health nurse 12 months

Patient education about lifestyle changes

Follow-up support, twice a year at patient’s home

Health center visits for blood tests at the end of 4 and 6 months

Active patient involvement in care plan

Individualized care plan

Received result of their blood tests and leaflets

Model: transtheoretical model
Bosworth (2018) [26] Clinical pharmacist specialist 12 months

12 monthly telephone calls emphasizing on medication management, training on home BP monitor, encouragement of self-monitoring of blood glucose, adverse effect monitoring, and medication adherence

Active patient involvement in care plan

Individualized care plan

Received primary care and CVD management according to the decision of the provider

At baseline and 6 months, patients received generic printed educational material on ways for CVD risk reduction

Model: transtheoretical model
Byrne (2020) [27] Facilitator (health-care professional) 12 months

2 education sessions with follow-up support involving 44 weeks of text messages and 2 telephone calls Session 1 focused on risk assessment and role of statin, meanwhile Session 2 focused on lifestyle modification and behavioral control techniques

The text messages were automated and contained medication reminders as well as information and advice

Active patient involvement in care plan

Individualized care plan

Received basic information leaflet

Continued treatment with their usual general practitioner for primary prevention of CVD

Theory: behavior change wheel
Ho (2014) [28] Pharmacist Primary care clinician/cardiologist 12 months

Patient education at 1 week and 1 month visit

Collaborative care between pharmacist and patient’s primary care clinician and/or cardiologist

2 types of voice messaging (educational and medication refill reminder calls)

Patient involvement in care plan

Individualized care plan

Scheduled for clinic visit after 1 year for risk assessment

Model: Wagner chronic care model, medication adherence model
Iturralde (2019) [29] Nurse Pharmacist 12 months

Received usual care with group-based behavioral intervention

3 group-based patient activation sessions. These sessions included contacts with the nurses/pharmacists by secure message, telephone calls, or video appointments

Development of individualized care plan

Live demonstration of electronic patient portals and participants’ role play

Active patient involvement in care plan

Individualized care plan

MI

Received usual care

Telephone follow-ups or secure messages through the electronic patient portal

Theory: chronic care model
Jarab (2012) [30] Clinical pharmacist 6 months

Structured patient education and discussion, with provision of booklets

Followed by 8 weekly telephone calls by clinical pharmacists. During telephone call, prescription was reviewed and the adherence to the treatment plan was discussed

Active patient involvement in care plan

Individualized care plan

MI

Received usual care by medical and nursing staff, included patient assessment at 3 and 6 months

Theory/key mechanism: health-care professional–patient relationship to promote patient’s self-management behavior
Jiang (2007) [31] Nurse 3 months

12-week CRP divided into 2 phases, which were the hospital-based/family education and home-based rehabilitation care

Involvement of family members in the hospital-based and home-based phases

Follow-ups through home visits and telephone calls

Active patient involvement in care plan

Individualized care plan

Received risk assessments together with intervention group at baseline, 3 months, and 6 months

Key mechanism: health-care professional–patient relationship in providing education to promote change in health behavior and physiological risk parameter
Maindal (2014) [32] Nurse Dietitian Physiotherapist General physician 3 months

Received intensive treatment for behavioral change and pharmacological treatments from general practitioners. Also received invitation to take part in the intervention group

12-week patient-centered health education program with 2 individual counseling interviews

8 group sessions focused on action competence, CVD risk, and dietary advice according to individual goal

Active patient involvement in care plan

Individualized care plan

Received intensive treatment for behavioral change and pharmacological treatments from general practitioners

Theory: motivation theory
Mok (2013) [33] Nurse 2 months

8 weeks of nurse follow-up dietary intervention, including: face-to-face consultations, take-home self-management workbook, and fortnightly telephone follow-ups

Active patient involvement in care plan

Individualized care plan

Outpatient medical follow-up by cardiologist

Standard cardiac rehabilitation provided by hospital-Dietary class within 1 week after diagnosis of myocardial ischemia

Key mechanism: health-care professional–patient relationship to promote dietary change
Sol (2008) [34] Nurse 12 months

Nursing care consisted of (1) self-efficacy promotion and (2) medical treatment of vascular risk factors. Patients were given information and tailored advice based on their conditions

Patients were guided for individualized goal setting for lifestyle changes. Patients underwent regular follow-up for weight, BP, and fasting lipid and glucose levels

Active patient involvement in care plan

Individualized care plan

Scheduled follow-up visit after 1 year for risk factor measurement

Key mechanism: health-care professional–patient relationship to promote self-efficacy and improvement in vascular risk factors
Zhang (2019) [35] Psychologist Internal medicine specialist 3 months

24 workshops that applied SDM; partnership establishment; and patients were supported to have individualized goals

Active patient involvement in care plan (SDM)

Individualized care plan

General information about cardiometabolic syndrome risk factors

Sent weekly text messages. No in-person contacts other than the scheduled measurements

Key mechanism: Skinner behavior intensified techniques
Daumit (2020) [36] Nurse Physician Health coach 18 months

Weekly individualized counseling sessions for the first 6 months and at least every 2 weeks thereafter

Collaborative care among health coaches, nurses, and physicians

Had point system to reward attendance and behavior change

Active patient involvement in care plan

Individualized care plan

MI

Had assessment during scheduled follow-up at 6 months and 18 months

Theory/model: behavioral self-management concepts, social cognitive theory, solution-focused therapy
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Medicine, Assistive Professions, Nursing, Basic Medical Science, other, Clinical Medicine