Key informant interviews
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Semi-structured interviews with individual or small group (2–3) experts in primary care, geriatrics, EHR, diabetes, and other relevant fields
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6–8 informants, 1–2 interviews each
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Group interviews
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Semi-structured interviews with groups of 4–6 clinicians
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Pre- and post vanguard
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“Ride along” observation
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Individual observation session of clinician interaction with EHR real time, in situ
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6–8 sessions per vanguard and pilot
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Think-aloud usability testing [53]
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Individual observations in “lab” of clinicians verbalizing all thoughts as they interact with the module following a carefully scripted series of EHR tasks
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4–6 observations as needed in pilot
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Near live [50, 53, 55]
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Individual observations in “lab” of clinicians interacting with simulated data and patient actors to realistically model clinical use of module
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4–6 observations as needed in pilot
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Live [51, 56]
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Individual observations of clinicians in situ using the tool in actual patient care
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3 observations as needed in pilot
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