Usability of data integration and visualization software for multidisciplinary pediatric intensive care: a human factors approach to assessing technology
BMC Medical Informatics and Decision Making volume 17, Article number: 122 (2017)
Intensive care clinicians use several sources of data in order to inform decision-making. We set out to evaluate a new interactive data integration platform called T3™ made available for pediatric intensive care. Three primary functions are supported: tracking of physiologic signals, displaying trajectory, and triggering decisions, by highlighting data or estimating risk of patient instability. We designed a human factors study to identify interface usability issues, to measure ease of use, and to describe interface features that may enable or hinder clinical tasks.
Twenty-two participants, consisting of bedside intensive care physicians, nurses, and respiratory therapists, tested the T3™ interface in a simulation laboratory setting. Twenty tasks were performed with a true-to-setting, fully functional, prototype, populated with physiological and therapeutic intervention patient data. Primary data visualization was time series and secondary visualizations were: 1) shading out-of-target values, 2) mini-trends with exaggerated maxima and minima (sparklines), and 3) bar graph of a 16-parameter indicator. Task completion was video recorded and assessed using a use error rating scale. Usability issues were classified in the context of task and type of clinician. A severity rating scale was used to rate potential clinical impact of usability issues.
Time series supported tracking a single parameter but partially supported determining patient trajectory using multiple parameters. Visual pattern overload was observed with multiple parameter data streams. Automated data processing using shading and sparklines was often ignored but the 16-parameter data reduction algorithm, displayed as a persistent bar graph, was visually intuitive. However, by selecting or automatically processing data, triggering aids distorted the raw data that clinicians use regularly. Consequently, clinicians could not rely on new data representations because they did not know how they were established or derived.
Usability issues, observed through contextual use, provided directions for tangible design improvements of data integration software that may lessen use errors and promote safe use. Data-driven decision making can benefit from iterative interface redesign involving clinician-users in simulated environments. This study is a first step in understanding how software can support clinicians’ decision making with integrated continuous monitoring data. Importantly, testing of similar platforms by all the different disciplines who may become clinician users is a fundamental step necessary to understand the impact on clinical outcomes of decision aids.
The Intensive Care Unit (ICU) setting is a complex socio-technical environment where patients with life-threatening conditions, frequently needing advanced organ support technologies, are continuously monitored by teams of specialized clinicians [1, 2]. This setting is synonymous with multimodal monitoring (MMM) defined as “the combined use of monitors, including […] clinical examination, laboratory analysis, imaging studies, and physiological parameters” and relies on human knowledge and skills to effectively use the data [3,4,5,6]. However, the massive amount of data may not be serving patient outcomes. Clifford reports a “growing awareness within medical communities that the enormous quantity and variety of data available cannot be effectively assimilated and processed without automated or semi-automated assistance” . Celi attributes the difficulty of establishing cause and effect relationships between the interventions and the critically-ill patients to the “exceptional complexity of the [ICU] environment […] particularly vulnerable to variation across patient subsets and clinical contexts” . In pediatric intensive care, complexity of care is increased compared adults due to weight-based dosing, and age-dependent pharmacokinetics, pharmacodynamics, and physiological norms [9, 10]. Multidisciplinary team care that complements physician care has improved survival of this complex patient population . In fact, the Society of Critical Care Medicine maintains that “Right Care, Right Now™” is best provided by an integrated team of dedicated medical experts . In the Canadian setting, the core team is comprised of physician intensivists, nurses, and respiratory therapists. Consequently, all these clinicians must be able to effectively detect and react to changes in patient status informed by the vast array of MMM data. As such, we propose that data integration and visualization software may be a solution to help clinicians process MMM data. The study’s purpose was to test the data integration and visualization software, specifically the level of simplicity to detect and understand changes in the patient state. We hypothesize that to properly display patient-specific ICU data in a manner which conveys meaning to the clinician, software should support data processing in a thoughtful, intuitive, and user-friendly manner . Sub-optimal care may be traced to “flawed user interfaces” that result in cognitive errors and data misinterpretation [14,15,16]. A human factors study approach was chosen to empirically identify ease of use and safety issues. This approach is well established in aviation and nuclear power industries to help inform what an optimal user-interface design is and has recently been applied to healthcare [17,18,19,20]. In this study, we tested the usability of T3™, a data integration and visualization software program. The study is the first to report the usability of a commercially available, interactive, data integration, and visualization software for an ICU setting.
Data integration and visualization software
In March of 2013, the T3™ software was implemented in a large pediatric ICU department. This web-based tool captures and displays integrated physiologic data exported from devices and monitors attached to patients. Specifically, it displays patient-generated physiological data and therapeutic intervention data (e.g. from infusion pumps and/or a ventilator, or diagnostic results from blood work with timestamps of important medical events such as chest closures or cardiac arrests). A schematic of data sources is presented in Fig. 1. Its three main functions are tracking (e.g. supports tracking of patient parameters to their unique norms over time), trajectory (e.g. visually integrates patient-specific data to show relationships), and triggering (e.g. derives meaning to support clinical decision-making through real-time computation of the data). It was available to all clinicians in the unit to either use in real-time or at a later point for review and debriefing.
To access T3™, a login separate from the existing hospital-based network is required. The interface is not permanently displayed, requiring the clinician to login and access the integrated data. Prior to implementation, the clinicians were shown the T3™ platform and were provided information about access and function. However, expectations for use within the ICU workflow were not made. It should also be noted that T3™ is not an approved patient monitor and there are no alarms incorporated into the software. It is used at the discretion of clinicians rather than mandated.
Overview of project phases
To evaluate the T3™ continuous multimodal monitoring software design, specifically regarding end-user needs, a four-phase project was undertaken. The four phases included a systematic literature review, a qualitative study of the ICU and its clinicians, a heuristic evaluation of the software, and, finally, this usability investigation of the software (see full description in Fig. 2). All phases were part of the user-centered design and evaluation process. The systematic review focused on studies evaluating intensive care data integration and visualization on the clinician end-user. This review identified and assessed human factors studies of qualitative and quantitative natures. The second phase was an observational study in the ICU where clinicians were observed and interviewed to assess how physicians, nurses, and respiratory therapists used data, information, and technologies to influence critical decisions. The third phase of the project was a heuristic evaluation, which is a cost-effective usability technique. It identifies potential usability issues and associates them to violations of established good interface design principles . Two human factors specialists, a senior ICU nurse and a senior ICU physician, found 50 potential usability issues associated with 194 heuristic violations . While heuristic evaluation is an efficient and inexpensive method to uncover potential usability issues, usability testing is recognized as a better method because obstacles are obtained directly from the end-user’s interaction with the system. The fourth phase was a usability study, of which results are presented here. The goal of this final phase is to assess how existing data integration software can support physicians, nurses, and respiratory therapists with their use of continuous data.
Usability testing has been used to evaluate a number of healthcare technologies such as infusion pumps, computerized physician order entry systems, radiation therapy systems, and electronic medical record systems [10, 23,24,25,26,27]. There has been little focus on usability testing of data integration software from MMM devices [28, 29]. By observing users as they carry out realistic tasks, human factors specialists evaluate how technology helps users accomplish their work goals while assessing their needs and satisfaction. The strength of usability testing stems from the qualitative information revealed while using the software. Through these observations, human factors specialists identified the following: 1) what content is missing, and 2) what design elements went undetected, led to confusion, and/or led to errors. Based on this data, the design can be refined to provide better support mechanisms. Consequently, corrective actions are primarily system-based as opposed to changing human behavior.
The objectives of this study were to identify and evaluate usability issues of the data integration software and to determine the ease of use and potential safety impact on clinical decision-making, while considering the different perspectives of the multidisciplinary critical care team. In addition, recommendations to improve this and similar data integration platforms are provided.
This is a human factors usability study to assess specific continuous monitoring data integration software. The study was approved by the Research Ethics Board of the test site institution and the clinician participants’ hospital.
Testing sessions were conducted from January to February of 2016 in a usability laboratory equipped with observational booths behind one-way glass and multiple ceiling-mounted cameras and microphones. During the two-month study period, internal data showed low usage with an average of 10 weekly users. Physicians used the software most of the time (96%) compared to nurses (4%) and respiratory therapists (0%). Usage logs from the ICU indicated there were between five and 17 weekly users, or approximately 6% of an over 300-clinician staff. The active users were mostly physicians, and they collectively used the software a total of 30 h per week.
T3™ is a web-based software available at multiple tertiary hospitals in North America, which continuously collects, integrates, and displays data from monitoring and intervention devices every five seconds. Four types of visual aids are generated: 1) time series of continuous numerical data (e.g. trend lines) displayed as an average over five seconds, 2) colored highlighted layer over time series (e.g. shading of trend lines), 3) automatic short-term trends (e.g. sparklines), and 4) persistent bar graph representation of percent risk (e.g. IDO2 indicator). All are shown in Fig. 3. We tested T3™ version 1.6 as a fully-interactive working prototype software, identical to what was available in the ICU. The version we tested included a 16-parameter proprietary algorithm which estimated the risk of inadequate oxygen delivery . Software was accessed through an intranet website, hosted on a virtual server behind the hospital’s firewall, and used a Google Chrome™ web browser installed on a computer running a Microsoft® Windows™ operating system. TechSmith® Morae® software version 2.0.1 was used to collect audio and video data from the computer screen and the participant’s facial expressions as they interacted with the software during the simulations (See Fig. 3). R software version ×64 3.2.2, package irr, function kappa2, was used to calculate statistics.
Scenarios and tasks
Scenarios, of which there were three, were based on post-cardiac surgery newborn patients, their data sets, and the events they experienced while in the unnamed North American pediatric hospital’s ICU. The comprehensive data sets included dozens of monitoring and intervention data streams and were good representations of closely monitored ICU patients. The data sets, provided by the software developers, were populated with fictitious names, medical record numbers, and background information (See Table 1). During each test session, the data replayed from the same start time and presented the patient’s evolving status in real-time. Each scenario contained at least 24 parameters of continuously collected data, and clinicians could simultaneously visualize data from up to 16 parameters (four per panel).
These three scenarios were the overall context in which participants were asked to carry out 20 types of tasks regarding continuous data use. The tasks are described in Additional file 1.
Participants were pediatric intensive care clinicians from three critical care disciplines: seven physicians, eight nurses, and seven respiratory therapists. They were from the same institute where the software was implemented. They were the equivalent of full time staff of a large, tertiary, Canadian, pediatric hospital and all had access to T3™ in their ICU. To detect at least 80% of possible discipline-specific usability issues, seven participants from each discipline were sufficient .
Upon arriving to the simulation lab, each participant received a brief orientation, outlining the purpose and objectives of the evaluation, and consent was formally obtained. Participants were informed that they would be observed, videotaped, and audiotaped. The study facilitator addressed any questions or concerns before the participants reviewed and signed the consent form. Participants then completed the pre-test questionnaire. No training was provided before the experiment, although some clinicians received introductory training sessions post ICU software launch.
During the simulations, participants were asked to “think aloud” as they executed each task. This was to gain insight into their thought process, as well as providing insight into their use of data and the information available to them. Both audio and video recordings were made of simulations (See Fig. 3). When a participant was challenged, they verbalized their thoughts to indicate the cause. A facilitator and two data recorders were in the observation room behind a one-way mirror. They facilitated, observed, and recorded participant performance (e.g. use, difficulties, and errors) and feedback. After participants completed scenarios or the allotted time was exhausted, the facilitator conducted a debrief interview and a post-test questionnaire. Feedback about participant experience with the T3™ system was collected, comments during simulation were clarified, and any concerns and/or questions arising from the evaluation were addressed.
Scoring task completion and usability error definition: Use error rating
Within this study, we established Use Error Ratings (UERs) on a scale of 2–0 to assess clinicians’ software competency. (UER definitions are presented in Table 2, both in nominal form and as numerical codes). Two means a “Pass” and indicates clear task completion with no hint, clarification, or reminder required. One means “Help” and indicates one hint was provided for the task to be completed. Zero means “Fail” and indicates the task could not be completed despite providing the participant with two hints or more. Task-related usability issues occurred with an average UER of 1.1. For more depth regarding this data, see Additional file 2 which analyzes the data. The same usability issues were analyzed using a percentage pass rate.
To ensure appropriate evaluation, the 20 types of tasks attempted were coded by two raters (authors YL and JT). Interrater reliability was reported both as an absolute percent agreement and equal weighting Cohen’s Kappa, taking into account chance agreement . Where there was disagreement, agreement was reached through discussion. Based on the associated numerical code for each clinical group, an average UER was calculated for each task. The average UER was also calculated for each group of tasks which represented the three general functions of the software (e.g. tracking, trajectory, and triggering). Finally, a global UER average was calculated for all participants and for all tasks.
Usability issue severity level
Potential severity of the use error was categorized as minor, if patient was unlikely to be harmed; moderate, if patient could be temporarily harmed; or high, if patient could be permanently harmed. This was coded by one rater (YL) and confirmed with an expert physician intensivist (author AMG). In the case of discrepancies, final score was determined through discussion. This approach was used to rate the importance of a use error .
At the time of the study, the 22 participants were full-time ICU staff. Participant demographics are shown in Table 3. From the pre-session questionnaire, only 27% of participants received formal training when it was offered over two years ago. Though 64% of the participants were aware of the software, 82% rarely or never used.
The extent of underuse was unknown when usability testing was carried out. Consequently, the pre-session questionnaire did not ask participants why they did not use the software. The research team included the question “Did you know that T3™ is accessible from all PC workstations?” because they suspected that staff were unaware they had access to the software. Of the 20 participants who answered this question, 14, or 70%, were aware they could access the software. Two participants, who knew they had access but did not use T3™, provided insight as to why they did not use it. One nurse preferred to look at the physiological monitor because it offered a real-time view of the patient status with more detail than T3™. The other nurse stated it could compliment his/her view of the patient status if s/he had time to use it during his/her shift. These findings suggest that, at the very least, most participants did not extensively use the T3™ software and were naïve to the software.
For all attempted tasks by each participant, the interrater reliability of the UER was 89% between the two raters (YL and JT). This is in absolute agreement with an equal weighted Cohen’s kappa of 0.85, corresponding to a strong level of agreement .
Software strengths (aid to task completion) and usability issues (hindrance to task completion)
Due to time constraints, not all 20 types of tasks could be completed. Participants attempted an average of 18 of all 20 types of tasks (88%). The task groups representing the three main software functions had the following UER: 1.5/2, or “Pass”, for tracking; 1.3/2, or “Help”, for trajectory; and 0.4/2, or “Fail”, for triggering. For all tasks, the overall UER was similar across disciplines with a UER of 1.3 for physicians, a UER of 1.3 for nurses, and a UER of 1.2 for respiratory therapists. A summary of the average ratings, by tasks and clinician groups, are shown in Table 4 and illustrated in Fig. 4.
Tracking describes the general function of patient census navigation (using the dedicated census page or short-cut drop-down menu) and time orientation (using time series visual aids). It is a critical function since making time-sensitive decisions on the wrong patient, or with data that corresponds to a mistaken time period, can potentially lead to patient harm. The average UER for patient tracking tasks was 1.8, indicating that participants completed tasks with little or no help. All tracking tasks had potentially high clinical impact severity. Clinicians easily completed three of four patient tracking tasks: Task 1) locating a patient in the census, Task 2) identifying a value for a specific physiological variable, and Task 3) estimating duration of an event by identifying two time points. However, clinicians had difficulty completing Task 4) manipulating the timeline, which corresponded to a UER of 0.6.
Tracking usability issue: Situating the patient data in time
Though clinicians could choose their patient and select data from a given time period of data, they could not easily select specific time periods. To test participants’ ability to situate the data in time, participants were asked to determine the patient’s length of stay by manipulating the interface from a default view showing partial patient data. All clinician groups encountered difficulty with this task, demonstrated by UER scores of 1.0 for physicians, 0.4 for nurses, and 0.6 for respiratory therapists.
This task can be parsed into three successive steps: 1) condense all the collected data into a single window, 2) check the start and end of the data, and 3) mentally calculate the entire length of stay. Task difficulty may be due to the first two steps which required clinicians to understand how to use the six interactive features for time manipulation (See circles in Fig. 5a). Clinicians needed to manipulate the interface and find the start and end of the patient data. Since this was a “live” patient, the start and end of the data indicated to clinicians when continuous monitoring of the patient started and, consequently, when they first came to the ICU. The six interactive features were, at times, imperceptible to participants and required high visual acuity, as well as manual dexterity. As participants looked back at the parametric data in time, they assumed they had found the start of the patient data if they encountered a gap (See Fig. 5a). When prompted to continue to look back, they found that there was still more data (See Fig. 5b). These two screenshots show how the interface did not communicate to clinicians the start and end of patient data and could leave users with a sense of uncertainty about whether they were seeing all the data for a particular patient.
In conclusion, for the tracking function, most clinician groups could complete three of four tasks, but the main usability issue centered on the task requiring precise and accurate manipulation of data presented as a time series. For the specific task of viewing all the data for a particular patient, exploring the data may leave users with a sense of uncertainty or frustration. Some participants asked for a manual input of the horizontal (time) range suggesting they did not feel they could choose the time window of data to a satisfying extent.
Clinicians closely monitor patient trajectory for rapid or gradual changes by comparing current physiological monitor data to daily target thresholds. With the availability of continuous data from a patient’s entire ICU stay, determining trajectory then involves viewing related parameters and investigating both overall trends and point data. To support such analysis, we asked clinicians to complete ten tasks (Tasks 5 to 14), which tested how easily clinicians could create multiparametric visualizations (Tasks 5, 6, 9, 10, 11, 13 and 14) and extract data from these complex visualizations (Tasks 7, 8 and 12). Creating multiparametric visualizations required clinicians to intuitively understand how to select parameters from a list and view them together on one of four panels (See Fig. 6). Identifying a single point of data required clinicians to hone in on the time series visualization and read off the chosen parameter’s value on the left-hand side (See Fig. 6). Of the ten trajectory tasks, clinicians failed to complete four (Tasks 7, 8, 9 and 12) and required little or no help (an average UER above 1) to complete the remaining six tasks (Task 5, 6, 10, 11, 13, and 14) (See Fig. 4 and Table 4). All clinician groups had similar UERs for this set of tasks with 1.4, 1.3, and 1.2 for physicians, nurses, and respiratory therapists, respectively (See Table 4).
Trajectory software strength: Creating multiple parametric visualizations
Generally, seven tasks (Tasks 5, 6, 9, 10, 11, 13, and 14) were used to test how clinicians used the software to visualize multiple parameter trends. Essentially, the tasks were to find parameters and add them to a default of three basic vitals: heart rate; systolic, diastolic, and mean blood pressures; and oxygen saturation. Task completion generally had a good UER above 1.3, except for Task 9 which had a UER of 1.1 due to unfamiliar data labels assigned at a different ICU. Physicians, nurses, and respiratory therapists required little or no facilitation to accomplish the task of combining different parameters (Task 5, 6, 10, 11, 13 and 14), and the combined average of all three groups was above 1.0 when creating complex visualizations.
Task 11 was used to test how easily clinicians could visualize both intervention and physiological data streams, thereby, investigating their interrelationships. Most clinicians successfully completed this task and had a group UER of 1.9, 1.7, and 1.6 for physicians, nurses, and respiratory therapists, respectively. One nurse stated that instead of looking at infusions and vitals separately, making it necessary to recall a child’s baseline physiological vitals from memory, the software supported this task by displaying both types of parameters on the same graph. A second nurse remarked that it was “easier to put together the picture [compared to the current electronic charting system]” and, similarly, one physician remarked “I’m not working as hard with T3™ to make a mental visualization”. These comments indicate that participants liked how the software helped them to visualize parameter trends or see all the pieces of the puzzle.
Trajectory usability issues: Using multiple parametric visualizations
Intensive care requires knowledge of both overall patient trajectory, spanning their ICU stay, and the immediate trajectory, such as in response to a therapeutic intervention. Software should partially off-load the cognitive processes required to transform numerical, short-term data into longitudinal trends without losing the granularity of the point data. In this study, once clinicians chose and viewed a set of parameters from dozens available, they were asked to extract and understand nuances about the combined trends. Two types of tasks tested how clinicians interpreted multiparametric visualization: 1) identifying point data (Tasks 7 and 8), and 2) detecting change (Task 12).
To hone in on the time of an event, both Tasks 7 and 8 required time manipulation, a core usability issue previously discussed. Participants were asked to report values for parameters by identifying point data from the trends. This dynamic manipulation of the interface required high visual acuity, manual dexterity, and visual sensitivity to display data for a given time period. It also required the ability to scan values associated with each parameter chosen (See Fig. 6). Clinicians had more difficulty reporting values for groups of parameters (Task 8) than two specific parameters (Task 7).
Task 12 required clinicians to detect when a continuous infusion was stopped. Though physicians (a task average UER of 1.4) could better detect an interruption in the infusion than nurses (a task average UER of 0.4) and respiratory therapists (a task average UER of 0.5), most participants failed to notice this. This may be due to 1) an infusion rate of 0 μg/kg/min was plotted as a continuous line, and/or 2) the automatic vertical scaling feature called “best-fit” created a vertical range of −0.1 to +0.1 μg/kg/min (See Fig. 7). Participants were often surprised that a rate of 0 μg/kg/min was plotted as a line in the middle of the graph and, instead, expected a gap in the data when the rate was 0 μg/kg/min. A higher physician UER may also be explained by the investigative nature of physician work, more advanced training in pharmacokinetics, and their role as initiators of medical infusions.
The failure to detect change could be attributed to distraction from the multiple viewing panels (four) that were populated by several parameters of different scales and may have divided participant attention, making detecting parameter changes more challenging. Furthermore, detecting change only from the time series pattern may have been troublesome due to a small font size.
Participants suggested scaling based on realistic parameter ranges. For example, medication infusion scales should always start from 0 since negative infusion rates are impossible and differences in orders of magnitude between infusions should be graphed as to not dwarf each other (e.g. dopamine and epinephrine differ by two orders of magnitude). Additionally, scales for temperature plots should start at approximately normal body temperatures to help highlight important variances around the baseline to be more informative than if the scale started from 0.
Currently, monitoring a patient involves data from physiological monitors displayed as short-term (e.g. below a minute) waveforms and numerical values with visual or audible alarms to signal out-of-range targets. To partially off-load the cognitive processing of monitoring, the software provided three visual aids, or triggers to decision-making, which are overlaid on the long-term time series data to make unstable time periods more apparent. The triggers were either semi-automated, requiring clinician input, or fully-automated visualizations, derived only from the data. Deviations from baselines were highlighted by 1) shading time series data, 2) displaying mini-trends (sparklines) with exaggerated minima and maxima, and 3) by automatically computing and displaying the risk of inadequate oxygen delivery (IDO2) as a color-coded bar graph (See Fig. 3). Thus, the software highlighted periods of continuous data with undesirable trajectory, either for single or combinations of parameters. In this way, clinicians may interpret data faster by focusing their attention on a portion of data from the computer-generated visual trends instead of memorizing and creating their own long-term mental trends.
To test the triggering function, clinicians were asked to use the visual aids of shading (Task 15), sparklines (Task 16), and the IDO2 indicator (Task 17). In general, participants ignored the visual aids until they were asked to attempt the task and all had UERs below 1, with a global triggering UER, aggregated by task and clinician type, of 0.4 (See Table 4). Specifically, one physician’s comment on shading out-of-range values: “I'm not sure if the shading is helpful, I'm getting distracted by the area under the curve or the shape or something. Maybe if target ranges were shown as two straight lines across the graph.” Clinicians stated that sparklines did not provide enough detail to be useful. One nurse commented that “[they] prefer[red] just looking at the graph than looking at that little [graph] on the side because it's bigger, you can see [the graph] better.” Usability of the IDO2 trigger will be discussed in following section.
Data reduction: IDO2 indicator
The IDO2 indicator, derived using a 16-parameter algorithm, calculates and displays the risk of inadequate oxygen delivery. Six out of seven physicians were unaware of the IDO2 indicator and were skeptical of it because they did not know how it was derived. One physician’s mistrust was voiced as follows: “I don’t believe this [indicator] because I don’t know where it came from [or] what formula [it is based on].” In addition, since physicians regularly integrate data and derive their own assessment of patient instability, they stated that the indicator was redundant with their own assessment. For physicians using IDO2 for the first time, the indicator did not provide enough predictive value for them to incorporate it into their clinical practice. As one remarked “It’s almost too late. [IDO2] shows you when they are unstable rather than trying to predict adverse events. [IDO2] tells me what I already know.” However, one physician who had prior knowledge of the IDO2 indicator and trusted the underlying algorithm remarked that it would prompt investigation and “pull in more variables to explain what was seen [as a period of instability].”
Nurse impressions of IDO2 were mixed with some voicing confusion as to the meaning of the indicator as well as annoyance, and others voicing usefulness to confirm their own assessment. As one nurse stated "I don't really know what this graph is trying to tell me. If it's just telling me that the [saturations] are low, I already know that the [saturations] are low." Though all nurses found a correlation between the IDO2 indicator and their own assessment, made directly from vitals data, they disagreed on whether this was advantageous or redundant. Similar to the physician group, nurses were skeptical of the new indicator because its derivation was unclear.
Respiratory therapists found that the indicator correlated with their assessment of instability from the hemodynamic data and also indicated that they would use it if they could trust it. As one respiratory therapist stated, "because I don't know how this percentage is calculated or what it takes into account, I don’t find that it is useful other than the color coding which is very intuitive." Respiratory therapists stated the indicator could help them assess quickly and prompt further investigation: “[IDO2 is] a first look at what’s going on. If you want details you can look at parameters more closely”; “it only really tells me that I need more information”; and "[it] might prompt me to be proactive about suggesting different modalities. Especially because it's O2-related, it would prompt me as an RT to think outside the box." In summation, the IDO2 indicator may potentially help clinicians proactively detect deterioration, but the software should allow users to understand how it was derived.
Visually, when attention was called to the persistent bar graph of the IDO2 indicator participants all interpreted it correctly with higher values represented as red bars thus perceiving the patient as being at high risk of inadequate oxygenation. This composite parameter could also be seen as a time series on one of the four graph areas. Two physicians, one nurse, and one respiratory therapist viewed the IDO2 indicator as a time series. One physician found that the indicator correlated well with the charted events while the respiratory therapist found that it correlated with the hemodynamic data. The nurse preferred the bar graph visualization to the time series. One important difference between the bar graph and the time series was that each bar was color coded with low IDO2 values in green, intermediate values in yellow, and high values in red.
Other functions: Charting
In general, clinicians could easily use the charting features of the software. UERs were high for physicians, nurses, and respiratory therapists with 1.3, 1.7, and 1.6, respectively (See Table 4). All clinician groups could easily set targets (Task 20) and visually highlight out-of-target values for a given parameter trend line but were less able to find and write notes (Task 18 and 19).
Summary of results
In summary, for all functions and tasks the UERs were similar across clinician groups with physicians, nurses, and respiratory therapists having a global UER of 1.3, 1.3, and 1.2, respectively, indicating a need for some facilitation. The UER for tracking, trajectory, and triggering functions for all users and groups of tasks was 1.5, 1.3, and 0.4, respectively. The main tracking usability issue was time manipulation while the main trajectory usability issues were identifying multiple data points and detecting changes in the data. All three triggering aids had usability issues due mainly to a lack of transparency about who set the target ranges and what parameters contributed to the calculation algorithm.
Despite usability issues, it is undeniable that the dynamically displayed time series visualization and complimentary algorithms helped clinicians visualize and interpret the many overwhelming high-frequency data streams. Testing these novel data visualizations is a first step at observing how computerized pre-processing of data can be communicated to clinicians in realistic scenarios and for tasks supporting clinical decision-making.
Usability testing revealed how data integration software supported or hindered tasks that require use of continuous patient data by a representative sample of end users. The qualitative nature of our study provided insight into the user experience and opportunities for user-centered design modifications. Clinicians had a high degree of flexibility and, consequently, easily produced data dense visualizations but encountered usability issues of time manipulation, point data identification, and detection of trend deviations. These issues confirm those identified using the heuristic evaluation method . Attributable themes include the transformation of point data into time series visualization, the emergence of visual pattern overload, visual aids representing computer-processed data, data trustworthiness, and use variability among clinical disciplines.
Transforming numerical point data to long-term, time-scaled visualizations
Through tracking and trajectory tasks, we found that time series visualizations were appreciated by clinicians since it off-loaded their existing cognitive task of creating visualizations from continuous numerical patient data. This may indicate that the software alleviated point data overload. Point data recall was effective for single parameter trends. However, multiparametric visualizations lead to denser and overlapping time series making the recall of multiple point data difficult. While some confusion and misinterpretation was observed, we found that time series data displays allowed for quick determination of the duration of instability. The software provided clinicians with a high degree of choice and flexibility to create multiparametric visualizations. However, it consequently limited their ability to interpret and extract point data. The effort required to make distinctions between the alternatives appear to outweigh the benefits of having many options and is consistent with Schwartz’s statement in “The Paradox of Choice”: “choice no longer liberates, but debilitates” . A suggestion for improvement is to simplify the user interface by eliminating some interactive features and communicating to the user the meaning of each feature to facilitate clear action, to reduce confusion, and to make the user feel in control of the system.
As previously mentioned, manipulating the software interface required high visual acuity and manual dexterity causing tasks to be somewhat time consuming. In addition, clinicians were unaccustomed to the large choice of continuous parameters. Consequently, participants voiced frustration after completing tasks because they expected to have completed them much faster. This is consistent with Hick’s law which postulates that time on a task is positively correlated with number and complexity of choices, and as time to decision increases user satisfaction decreases . This further reinforces that if the interface has poor usability, then low uptake may result since real ICU tasks are highly time-sensitive.
Integrating data trends: Visual pattern overload
The availability of dozens of data streams on a single software platform is an undeniable advantage over existing dispersed clinical information systems and is a crucial step to understanding relationships between parameters [36, 37]. The software helped clinicians visualize multiple parameters as a time series on a single chart. This represented thousands or millions of data points but were boiled down to single patterns which resulted in dense visualizations. For a given parameter, individual data points were transformed to more discernable patterns. However, when participants combined multiple parameters we observed a phenomenon of “visual pattern overload”. Consequently, participants experienced difficulties in extracting specific data or detecting subtle changes among the many patterns. To address the usability issues associated with multiparametric trends, we suggest four strategies outlined below to better support their use.
Pre-defined parametric grouping
The need for integrating technologies to show relationships between parameters is a paramount function of data integration software [36, 37]. As Feyen stated, “It is not the monitoring that makes the difference but how this is translated into more appropriate and targeted treatments” . Since interventions act on groups of physiological parameters, visual clutter may be reduced if displays are reassembled according to intervention, helping to inform targeted treatments. For example, dopamine infusions can be automatically grouped together with heart rate and blood pressure, upon which they are known to act. Similarly, mechanical ventilation, which acts on pulmonary physiological parameters, could be grouped with peripheral oxygen saturation and carbon dioxide data. Parameter grouping through configurable displays has been studied for basic vitals . However, with more advanced monitoring modalities, further systematic selection of parameters is warranted for each medical infusion or organ support data stream. Hajdukiewicz et al. postulated the use of the abstraction hierarchy (AH) framework to represent the patient data and information at several levels of aggregation and abstraction . This framework supports problem-solving and embodying the current state of biomedical knowledge [40, 41]. For interface designers, AH patient representations offer a means of allocating roles and responsibilities to different clinical specialties. Also, it structures data from monitoring devices and therapeutic interventions by mapping the types of data onto the patient model, at defined levels of abstraction and aggregation. In this way, configurable displays may off-load the task of selecting relevant parameters and minimize superfluous data streams. Thus, the clinician is aided in determining cause-and-effect relationships and supported in their problem-solving activities.
Scaling according to the nature of the parameters
The issue of automatic scaling was provided as a “one size fits all” solution; however, clinical parameters have known limitations anchored in the use of the medical devices or knowledge of human physiology. A few examples are that medical infusions cannot be negative, differences in infusion rates vary by orders of magnitude, and the temperature of the living human body generally stays within a few degrees of baseline. Inappropriate scaling led clinicians to ignore parametric changes or created mistrust of the software. Usability testing incited clinicians to describe appropriate and realistic scaling for different types of parameters. These preferences could be easily programmed into the software, avoiding or minimizing the false conclusions observed during testing. Therefore, usability testing was instrumental in highlighting how data dense visualizations can be confused and, consequently, be rectified in a subsequent software iteration.
Data reduction using algorithms
Visual pattern overload reduction and pre-defined parametric grouping were automatically performed through the IDO2 algorithm. The percentage risk of inadequate oxygen delivery was displayed as a persistent bar graph at the bottom of the screen. In this way, data for 16 parameters were effectively reduced and was intuitive to understand. Now, the physician’s complex cognitive process of relating respiratory physiology and medical interventions to gauge oxygen delivery, typically from disparate monitors, can be off-loaded. In addition, IDO2’s estimation of risk addresses the problem of uncertainty inherent to the dynamic nature of critical care and supports the high-level analytical task of decision-making [42, 43].
Lack of transparency and published evidence of the new composite IDO2 parameter led to mistrust and was the main barrier to its use. The only clinician familiar with it was prompted to investigate further. Thus, our findings suggest that although triggering functions such as the IDO2 indicator have the potential to aid with patient monitoring, it is imperative that the interface communicate how new indicators were derived. As an early warning system, the IDO2 indicator could achieve what Bion described as the proactive identification of early changes to “empower ward staff to call for help and initiate further investigation to prevent or limit the magnitude of adverse events” . Observations from usability testing warn that without consistent exposure and integration into clinical practice, data interpretation aids may be ignored, and, thus, excluded from critical decision-making where they would be most useful.
In our study, we tested four types of visualizations and found that time series visualization worked well for single parameters but was less usable when parameters were combined. In addition, highlighting out-of-target range data, using shading, as well as exaggerating minima and maxima by using sparklines were imperceptible to participants. Tasks that required specific use of multiparametric data should be developed to further test these and other types of data-dense visualizations. For example, metaphor displays that use various shapes to represent physiological processes have been explored in anesthesia . Indeed, Doig suggested using shapes to help nurses better visualize hemodynamic parameters .
The integrated single-view of multiple data streams improved the trustworthiness of the data as a whole. For example, by viewing both etCO2 data and intermittent CO2 blood gas data, respiratory therapists could confirm and trust the continuous etCO2 trend. Also, continuous data streams complemented the event notes and may benefit charted notes on the electronic medical record (EMR). For example, when ventilator pressure drops to 0 mmHg, respiratory therapists could assume this was the exact time the ventilator was disconnected and manual bagging was initiated. Indeed, Doig found that to prevent data from going unused, it was necessary to contextualize data . Redundant data and additional clinical context may improve data trustworthiness of continuous data itself and the charted patient record. Future clinical information systems should integrate MMM data with EMR qualitative information to provide a complete picture of the patient and automatically check data integrity.
Usability testing with diverse clinician groups
Bion states that information technologies require “staged “bottom-up” development, pilot testing, and appropriate implementation into existing hospital culture” . Given the complexity of intensive care and the high degree of specialization of the critical care professional, feedback from representative end-users is essential for acceptance of the software. This study provides recommendations for appropriate implementation by revealing aspects of the ICU culture that would impact software acceptance.
Different types of clinicians required different levels of data granularity. Physicians operated on a longer patient timeline than nurses, who usually operate within seconds or minutes, and respiratory therapists, who usually operate on a moderate timeline. Therefore, averaged values, over five seconds, were not as useful to nurses but were more usable to physicians and respiratory therapists. To encourage system usage with nurses, more precise data should be made available. To support appropriate decision-making, the display should show preferred data streams for each clinical specialty.
Proposed iteration and improvements
At the time of writing, a new version of the software, which addressed heuristically found usability issues, was launched. This new version improved the reading of values on the time series trend by displaying the changing value close to the scanning cursor, as well as its font size and style. Also, absolute maximum and minima of the trend is now always visible. In addition, shortcuts for viewing grouped parameters related to respiratory or hemodynamic functions are now available. This study’s usability issues should be addressed if the software is to be useful to clinicians. Future iterations should offer support to select, filter, reduce redundant data streams, provide contextual meaning to the data, and provide novel visualizations that are intuitively understood. For example, pairing etCO2 with pCO2, which respiratory therapists do to determine trustworthiness of the etCO2 continuous trend can be readily available if a respiratory therapist is detected as the user. Better still, employing algorithms to correct the etCO2 trend using more reliable pCO2 blood gas values and eliminating redundant data thereby reducing overall data and pattern overload. In the long-term, the future versions of the software should integrate with the medical record system or new medical record systems should integrate with the existing data visualization software so as to provide a single source of patient data and information. Table 5 provides practical suggestions for data integration and visualization software.
Although this study focused on the usability of data integration software, pre- and post-session questionnaires, the think-aloud nature of the test method revealed aspects of clinical work which may explain software underuse in clinical practice. For example, the pre-session questionnaire indicated that six of the 22 participants received training. Training was provided when the software was launched in the unit but was not mandatory and was not provided on an ongoing basis to incoming staff. In addition, nurses and respiratory therapists dedicate a large proportion of their time to charting on the medical record accessed from the bedside computer terminal. Since the software was web-based, it required clinicians to stop charting, pull up the web-browser and login on the computer they use to chart. Therefore, staff may deprioritize accessing the data visualization software because of the numerous steps required to do so. In addition, the unit’s UNIX-based EMR system was replaced by a Windows-based system during the study period. Staff may also have devoted more time to learning the new EMR system and had even less time to explore auxiliary data platforms such as T3™.
In the end, our work indicates that the ideal system for capturing and utilizing continuous physiologic date in the intensive care unit will allow seamless integration into work flow, is intuitive and fits with the way clinicians think and work, and is trusted as a platform that diminishes work and enhances decision-making, rather than contribute to additional confusion, uncertainty, or skepticism.
Improvements over existing work
While planning the overall project, we carried out a systematic review on data integration and visualization software, finding nine studies reporting on level of usability and satisfaction by means of a questionnaire and scale [29, 39, 46,47,48,49,50,51,52]. These studies report usability as a system global characteristic measured on a continuous scale and was self-reported by participant. Another study by Peute et al., reported the change in the number and type of usability issues following user-centered design changes . These studies did not relate issues to specific clinician tasks or software interface features. Our study assessed usability based on tasks, users, and software features to provide tangible suggestions to improve software design of interfaces running on similar computational hardware and operating platforms.
We identified factors influencing usability of a fully interactive, commercial data integration system by physicians, nurses, and respiratory therapists. Also, usability testing enabled a deeper understanding of how continuous data was identified and interpreted by three distinct clinical specialties. Finally, recommendations for future iterations of the current software were provided as well as a description of an ideal integrated data and visualization software platform.
The software we tested addressed several theoretical informatics barriers and our findings may be generally applied to software with a similar level of data integration. Our simulations tested how untrained participants used the software and provided insight as to the intuitiveness and ease of the basic tracking functions. A training session focused on the tracking function tasks may have aided the use of trajectory and triggering functions. Future usability testing could include training and focus on tasks related to higher-level visualization functions.
The simulations tested 20 types of tasks, most of which were explorative in nature and more closely related to physician work than the other occupations. As such, these simulations forced nurses and respiratory therapists to perform investigative tasks outside their usual work scope. In reality, they spend more time charting or working directly with the patient or other monitoring devices. Any new software should aim to integrate the data from these technologies and reduce the burden of charting if it is to be useful to these groups of users.
The simulation environment varied from an actual ICU due to differences in time and stakes. As a result, transferable information from the simulation may be limited. In the simulation, for example, clinicians were assigned one patient at a time, removing the realism of a multi-patient workload. Also, the clinicians did not have access to other existing clinical information systems (e.g. EMR, monitoring and intervention medical device interfaces, and physical paper chart components) and an actual patient presenting physical symptoms. In addition, the data included artefacts inherent to medical device signal noise, and sharp peaks or dips in the data could not be verified as true values instead of false-positives or false-negatives. Again, scenarios were based on newborn patients who were post-cardiac surgery, limiting transferable information to other patient populations such as medical-surgical, trauma, or adult. However, we designed tasks using the software to be plausible to clinicians from both medical-surgical and cardiac specialties. Future work may include high-fidelity simulations with realistic patients; complementary technologies; a larger variety of reliable and validated scenarios; and, eventually, in-situ clinical simulations with appropriate metrics that replicate conditions for higher-level decision-making tasks [54, 55].
Data integration and visualization software offers new ways of perceiving and interpreting data. Time series visual aids to represent continuous intensive care data were found to be satisfactory for single parameters but were less useful for multiparametric visualization and single point recall. Shading to highlight data overlaid on time series visualizations, as well as miniaturized time series (sparklines) with exaggerated extreme data values, were ignored. The multiparametric single indicator, which uses a visual aid to summarize the dynamic calculation of a 16-parameter algorithm, may support the dense use of data but should be tested further in the context of clinically relevant tasks. These findings highlight the importance and value of conducting usability testing to uncover potential ease of use and safety issues that can impact the acceptance of a data integration and visualization system. A recent review of 39 articles of physiologic data visualization found only one study on the usability of this type of software .
Our unique contributions to the study of interactive data integration systems is an understanding of how different clinical specialties interact with a commercial data integration and visualization technology. We also identified potential interface barriers to the use of such technology to each discipline-specific practice. The barriers include a difficulty with acquiring multiple parameter data from data-dense visualizations and perceiving out-of-target data. Another barrier is the limited clinical context of continuous data due to the separate medical recording systems (EMR). While this study was based specifically on the T3™ system, findings from this study may be applied generally to other data integration and visualization platforms. Specifically, the practical improvement suggestions may be applied to other platforms. For instance, features such as reducing redundant data streams and clinician cognitive demand in interacting with the visual displays can be effective in allowing clinicians to efficiently and easily abstract, trend, and interact with data thus resulting in improved clinician’s decision-making accuracy and efficiency.
Many opportunities exist to uncover other contributory factors beyond usability issues (e.g., perceived usefulness, implementation and change management strategy, and training) that can influence adoption of data integration technologies into clinical practice. Future research directions include the optimization of the software interface to improve data acquisition and interpretation; impact assessment of the optimized interfaces during realistic simulations; and, finally, naturalistic decision-making in the ICU setting. Design solutions, iteratively implemented and focused on the software system, are expected to mitigate use errors and promote the safe use of such novel software for intensive care. If tested in simulation, these solutions should be evaluated in a more realistic setting regarding environment and task load. Alternatively, solutions could be evaluated during use in the real ICU.
Intensive care clinicians must comprehensively integrate data from disparate technologies to closely monitor patients. The availability of multimodal continuous data may improve patient outcomes but risks being simply ignored, or worse, inadvertently introducing new problems such as cognitive overload that could lead to sub-optimal decision-making [3, 57]. Data integration software that enables real-time computation and visualization of continuous monitoring data are in rapid development [30, 47, 58, 59]. However, research has shown that poorly designed technologies lead to unintended issues, including cognitive overload, mental fatigue, and device recalls [38, 57, 60,61,62,63,64,65,66]. Grinspan et al. suggest that the ideal system should “allow clinicians to abstract, trend, and interact with copious amounts of data through an intuitive user interface” . Moving forward, ICUs and vendors should consider how staff usability testing can assist selecting or customizing data integration software for improved acceptance of new technologies into high-risk, technologically-intense settings.
Electronic medical record
Intensive care unit
Use error rating
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We would like to thank the staff from the critical care department of the Hospital for Sick Children who consented to participate and publish study findings and the internal scientific reviewers, Drs. Alejandro Floh and Briseida Mema; Professor Anthony Easty and Professor Kim Vicente, doctoral thesis committee members; Professor Ana Almeida and Mark Fan from the HumanEra group at University Health Network; and Andrew Goodwin and Helena Frndova from the SickKids Critical Care Data Management team and Mike McManus, WillMoik, Derek Chawalit, Jim Boucher and Dimitar Baranov from Etiometry for providing technical support.
This project, as part of a PhD studentship, was funded by the Natural Sciences and Engineering Research Council of Canada (NSERC: CREATE); SickKids Restracomp scholarship and fellowship program; and the Barbara and Frank Milligan graduate fellowship.
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The Research Ethics Boards of the Hospital for Sick Children (REB #1000050655) and the University Health Network (REB #15–9208-AE) reviewed and approved the conduct of study. Participant written consent to participate in research was obtained after formal informed consent process.
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Lin, Y.L., Guerguerian, AM., Tomasi, J. et al. Usability of data integration and visualization software for multidisciplinary pediatric intensive care: a human factors approach to assessing technology. BMC Med Inform Decis Mak 17, 122 (2017). https://doi.org/10.1186/s12911-017-0520-7