lai-kwon-et-al-2024-integrating-patient-reported-outcomes-into-the-care-of-people-with-advanced-cancer-a-practical-guide(1)

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Symptom Science and Palliative Care

Integrating Patient-Reported Outcomes Into the Care of


People With Advanced Cancer—A Practical Guide
Julia Lai-Kwon, MBBS, BMedSci, MPH1,2; Elissa Thorner, MHS3; Claudia Rutherford, PhD4; Norah Crossnohere, PhD5; and
Michael Brundage, MSc, FRCPC, MD6

DOI https://doi.org/10.1200/EDBK_438512

Accepted April 6, 2024


OVERVIEW
Published May 24, 2024

Patient-reported outcomes (PROs) are being increasingly integrated into routine clinical Am Soc Clin Oncol Educ Book
practice to enhance individual patient care. This has been driven by recognition of the benefits 44:e438512
of PROs in enhancing symptom management, patient satisfaction, quality of life, and overall © 2024 by American Society of
survival, and reductions in acute health care utilization. These benefits are reflected in the Clinical Oncology
emergence of value-based health care initiatives incorporating PRO symptom monitoring such
as the Enhancing Oncology Model in the United States. However, implementing PROs can be
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challenging and it can be difficult to know where to begin to select appropriate PROs, and
effectively display and appropriately interpret PRO data. This manuscript summarizes an
Copyright © 2024 American Society of Clinical Oncology. All rights reserved.

educational session at the 2024 ASCO Annual Meeting, which provided practical guidance to
clinicians seeking to incorporate PROs into the care of people with advanced cancer. We focus
on why it is important to collect PROs in routine care from a patient’s perspective, how to select
PROs for symptom monitoring (including using static patient-reported outcome measures and
newer item libraries), and highlight key pearls and pitfalls in the display and interpretation of
PROs. We highlight the breadth of existing resources available to guide clinicians in PRO
implementation.

INTRODUCTION the person to adhere to treatment.2 Tolerability is a complex


construct that includes clinician-reported measures of safety
This paper summarizes an educational session titled, “Inte- and patient-reported measures of well-being.
grating Patient-Reported Outcomes and Tolerability Assessment”
in the everyday care of patients with advanced cancer pre- As shown in Figure 1, PROs are one of several clinical out-
sented at the 2024 ASCO Annual Meeting. The objectives of come measures available for research and clinical practice
this session were to (1) illustrate the importance of patient- for assessing patients’ well-being and tolerance of
reported outcomes (PROs) from the patient’s perspective; (2) treatments.3 In the context of clinical trials, PROs inform
review the benefits of using PROs in clinical practice, focusing how a group of people tolerate treatment, whereas in clinical
on patient tolerance of treatments in the advanced cancer practice, PROs inform how individual people feel and
setting; (3) review how to select PROs for symptom moni- function, and how treatments change the way people feel
toring; (4) highlight common pearls and pitfalls in the in- and function.
terpretation of PROs; and (5) summarize available tools for
successful implementation of PROs in the clinic. PROs can be used in several different ways to inform an
individual patient’s care. This can include screening for
PROs are people’s own reports of how they feel (eg, symptom problems, symptom monitoring and management, assess-
scores), function (eg, physical functioning), live their lives ing needs, promoting patient-centered care, assessing
(eg, social functioning), and survive (eg, global quality of life). outcomes (eg, the effectiveness of a treatment), or
These outcomes are assessed with standardized validated informing shared decision making. In this chapter, we will
questionnaires called PRO measures (PROMs) completed di- focus mainly on the use of PROs for symptom monitoring
rectly by the patient without interpretation from a clinician or and management.
anyone else.1 Collectively, PROMs can inform clinicians about
the patient’s status in a variety of dimensions, including how WHY IS IT IMPORTANT TO COLLECT PROs IN ROUTINE
they are tolerating their current treatment. Treatment tol- CARE? A CONSUMER PERSPECTIVE
erability, a term typically used in the context of drug evalu-
ation, refers to the degree to which symptomatic and My cancer has returned and I am back in clinic. This time, the
nonsymptomatic adverse events affect the ability or desire of treatments are more aggressive. My doctor insists that he

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Lai-Kwon et al

How We Can Do Better

PRACTICAL APPLICATIONS I am not just a patient, but also someone who has worked in
clinical and research oncology care for 20 years. I understand
• We highlight the importance of collecting patient- the complexities of efficient clinical flow and validated
reported outcomes (PROs) from the patient’s metrics, not to mention overstretched clinicians and reim-
perspective. bursement challenges. PROMs have great potential to im-
prove the quality of my care. However, patients need to feel
• We provide a step-by-step guide to identifying clin- that their investment in completing PROMs is meaningful
ically relevant symptoms and side effects for PRO and affects their care.
symptom monitoring, assessing the relevance of
existing PRO measures to assess these issues, and When I was a patient, these are things I wish my health care
creating customized item lists from item libraries to professionals knew:
fill in the gaps.
Ask the right questions—Tailor the questions to the patient.
Just as I was irritated about being asked about erectile
• We highlight key pearls and pitfalls in the interpre-
disfunction and saddened by the reminder that I can no
tation of PRO data, including how data display
longer bare children, irrelevant or insensitive questions
strategies can improve interpretation of PRO scores.
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show a lack of individualized care.


Ask at the right time—If you want a patient to thoughtfully
Copyright © 2024 American Society of Clinical Oncology. All rights reserved.

answer PROMs, invest clinical time to review the answers


and use them to tangibly guide care. Not only does this
convey to the patient the importance of his/her overall
understands that my top priority, behind not dying, is my wellness, but it also demonstrates that PROs are impor-
quality of life. As always, the visit begins when I am handed a tant. Collaborate with your administration and infor-
tablet and asked to fill out PROMs. As I start checking boxes, mation technology (IT) teams to develop tools to collect
my husband looks around anxiously and scrolls through and review PROMs before a visit. As real as we know these
social media on his phone. I know the drill… challenges to be, already overwhelmed and scared pa-
• Fatigue? I used to be a triathlete and now am too exhausted to tients are rarely sympathetic to technology constraints,
walk up the stairs. electronic medical record (EMR) integration, and clinical
• Depression/anxiety? Who wouldn’t be in my situation? workflow challenges.
• Problems sleeping? Most nights, I wake up multiple times, Ask my caregivers—As much as I believe that I was a model
crying and hiding from a world that thinks I am brave. patient (well-educated, unemotional, cheerful, and
• Diarrhea? Yes! Taking my daughter to school was one of the compliant), my husband, mother, and best friend would
few activities that I could still do until this became a regular tell a different story. Ask them for that story. My husband
issue. Now, I am worried about a blowout while I am stuck in knew I was depressed and cried at night but let me pretend
the carpool line. that I was always brave; my mother saw I struggled with
• Dyspareunia? I cannot remember the last time I had any cognitive disfunction as my executive functioning slip-
interest in being touched. ped; and my best friend knew I spaced out my antiemetics
• Fertility issues? Thanks for the reminder that treatment to avoid the side effects. Clinics should broaden PROMs to
robbed me of the ability to grow my family. solicit perspective from the caregiver—not just to gain
• Erectile disfunction? This is my favorite question! As a cis- additional insight, but also to give a platform to their
gender female being treated for breast cancer, I audibly laugh voice.
at this question. Show results—Patients like to know how their symptoms
compare with previous visits so they can assess how
After 20 minutes of PROMs, I am brought back to the ex-
treatment is going. They also like to know how they
amination room where I wait for my oncologist. During my
compare with similarly situated patients. If possible, show
10-minute visit, he reviews my labs and makes small talk
patients individualized and group-level data so that they
with my husband. Without looking at the PROMs I just
can monitor their progress. This will also demonstrate
completed, or even looking away from the computer, he asks
that clinicians look at PROs and consider quality of life
me about my fatigue, nausea, and pain. He stands up to leave,
when formulating a treatment plan.
and on his way out, says, “you’re doing great.” I must look
confused because he continues, “This is a great clinical PROMs can be a useful tool for patients, especially if it allows
response, keep up the great work.” See you in a month when them to track symptoms, engage more effectively with
we can do this all over again. Doesn’t the doctor see how much I clinicians, and feel like an equal participant in their own care.
am struggling? Doesn’t he care that the drugs he’s giving me are If we are asking patients to complete PROMs, it is our re-
keeping me from driving my daughter to school? Why do I have sponsibility to ensure they are relevant, and neither cum-
to answer a question about erectile dysfunction? Is anybody even bersome nor redundant. Clinicians must first demonstrate
going to see it? their utility and the potential to improve care delivery. If we

2 | © 2024 by American Society of Clinical Oncology


A Practical Guide to PROs in Routine Care

FIG 1. Types of clinical outcomes assessment.3

do not, patients will feel unheard and disrespected. They will (CMMI) new voluntary Enhancing Oncology Model has
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invest in PROMs as much as they think their clinicians do. created additional impetus for ePROs to be incorporated into
routine care.
Copyright © 2024 American Society of Clinical Oncology. All rights reserved.

SELECTING PATIENT-REPORTED OUTCOMES FOR


SYMPTOM MONITORING IN ROUTINE CARE Selection of Patient-Reported Outcomes for Symptom
Monitoring—A Practical Guide for Clinicians
To successfully meet the challenge of asking the right
questions about the right symptoms at the right time, this A critical preliminary step in setting up ePRO symptom
section provides an overview of how to select PROs for monitoring is deciding what symptoms and side effects to
symptom monitoring in routine care. monitor for. This might include proximal effects such as
cancer symptoms, disease-specific symptoms, and/or
What Is Electronic Patient-Reported Outcome treatment-specific side effects. Proximal effects occur be-
Symptom Monitoring? cause of the direct effects of the cancer and/or its treatment,
but may also affect a person’s ability to function and their
Electronic patient-reported outcome (ePRO) symptom overall well-being (ie, cause distal effects).28 The proximal/
monitoring typically involves administering electronic distal distinction is important because distal outcomes will
surveys containing questions about symptoms, adminis- be influenced by factors external to health care.28
tered via a computer, smartphone app, or automated tele-
phone system. People are asked to report symptoms on a The following steps are intended as a practical guide for
regular basis (between clinic visits and/or at clinic visits) clinicians seeking to select PROs for symptom monitoring
with reminders sent via e-mail, text, or automated tele- with examples from the literature.
phone system. Alerts are sent to clinicians for severe or
worsening symptoms. 1. Engage Key Stakeholders

Multiple studies have demonstrated that systematic moni- Key stakeholders who will be involved in collecting and
toring of patients using PROs can improve symptom control,4-8 interpreting PROs should be involved at all stages of the PRO
physical function,9-11 treatment adherence,8-13 patient selection process. Including a range of perspectives will
satisfaction,7,11,13 patient self-efficacy,6,10 health-related quality ensure that the selected PROs meet the needs of all relevant
of life,8-11 cost-effectiveness,14,15 and overall survival,16-19 and stakeholders. Stakeholders may include patients, caregivers,
reduce emergency department presentations8,9,13,18,20-22 and health care professionals (eg, oncologists, nurses, and
hospital admissions.18,22 Although systems can be deployed in pharmacists), IT specialists, and administrators. A PRO
people with both early-stage and advanced disease, those with methodologist can also help support the selection of ap-
advanced disease may be more symptomatic from their cancer propriate PROMs and highlight existing resources to guide
and its treatment, and may therefore benefit more from this process.
proactive symptom management.23-25
The PROTEUS Consortium (Patient-Reported Outcomes
ePRO symptom monitoring is recommended by the Euro- Tools: Engaging Users & Stakeholders) is an international
pean Society of Medical Oncology Clinical Practice Guide- body of more than 50 patient, clinician, research, health
lines24 and as part of value-based health care initiatives in system, industry, policy, government, and regulatory groups
the United States.26,27 In the United States, the commence- who help navigate the use of PROs. Its resources are de-
ment of the Center for Medicare and Medicaid Innovation’s scribed further below. The PROTEUS-Practice guide29

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Lai-Kwon et al

provides further information about how to identify and minimizing patient and administrative burden and ensuring
engage stakeholders. Guidelines for promoting diversity, adequate completion.37,39 This could be done via either:
equity, and inclusion should also be considered when • A modified Delphi survey with key stakeholders to identify
identifying and engaging with stakeholders. and prioritize the most clinically relevant symptoms and
side effects to monitor.
2. Identify Clinically Relevant Symptoms and Side Effects • Convening a panel of experts (patients, caregivers, and
health care professionals) to select the most clinically
International guidelines30-35 provide a useful framework for relevant symptoms and side effects to monitor.
selecting appropriate symptoms and side effects for moni-
Examples. Da Silva Lopes et al39 conducted a modified
toring. This could include:
Delphi study to determine which PRO-CTCAE symptom
• Review of the literature, including clinical trials of the terms were relevant for people receiving immune checkpoint
treatment in question, relevant clinical practice guide- inhibitors. The study included physicians, nurses, and pa-
lines, literature (including qualitative studies) reporting tient advocates. This process identified 30 PRO-CTCAE terms
on symptoms or side effects experienced by the population that were important to include, as well as 45 additional side
in question, and product information. effects not covered by the PRO-CTCAE that could be de-
• Review of medical records. This involves reviewing medical veloped in the future for people receiving immune check-
records of the relevant population and extraction of point inhibitors.
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clinically important symptoms and side effects.


• Review of existing PROMs and core outcome sets for the
Copyright © 2024 American Society of Clinical Oncology. All rights reserved.

Msaouel et al12 used a team of clinical experts to identify


relevant population and extraction of items from these common and/or severe toxicities and their corresponding
measures/sets. Examples of core outcome sets include clinical symptoms associated with immune checkpoint
those developed by the International Consortium for inhibitors.
Health Outcomes Measurement (ICHOM) or the National
Cancer Institute’s core set of 12 symptoms for measure-
4. Assess the Appropriateness of Existing PROMs for
ment in all patients with adult cancer.36
Monitoring Selected Symptoms and Side Effects
• Interviews with key stakeholders to elicit further issues. Al-
though this may not always be feasible when designing
The PROTEUS Practice Guide29 builds on the International
systems for use in routine care, this is particularly relevant
Society for Quality of Life Research (ISOQOL) guidelines40,41
if there has been minimal patient representation in the
to provide key criteria to consider when selecting from
previous steps.
existing PROMs.
Examples. Tolstrup et al37 sought to identify relevant
symptoms for monitoring in people with melanoma re- Critical considerations include understanding why you are
ceiving immunotherapy. The authors conducted a literature collecting PROs, what information you feel would be most
review, a medical record audit of people receiving immu- clinically relevant, and how you plan to use the PRO data.
notherapy at their institution to assess whether this aligned
with the symptoms reported in the literature, and a review of The ideal PROM will address the reason why you are col-
immunotherapy product information from the European lecting PROs. For example, although you may want to
Medicines Agency. primarily collect ePROs for symptom monitoring at the
individual level, you may also wish to use the data for
Taarnhoj et al sought to identify relevant symptoms for research/quality assurance purposes. This may influence
monitoring in people with bladder cancer receiving che- which PROM(s) you select. PROMs must also be psycho-
motherapy or immunotherapy.38 The authors conducted a metrically robust and feasibly implemented in the context
literature review of toxicity reporting from phase II and III of interest. However, there is often no single PROM that will
trials of immunotherapy in people with bladder cancer, a assess all the identified symptoms and side effects.
medical record audit, a review of product information from Therefore, you may need to use a combination of existing
the European Medicines Agency and the US Food and Drug PROMs and/or customized item lists (as described in
Administration for chemotherapies, and interviews with step 5).
patients receiving chemotherapies. Where can I find existing PROMs? The Patient-
Reported Outcome and Quality of Life Instruments Data-
3. Refine the List of Clinically Relevant Symptoms and Side base (PROQOLID)42 is a comprehensive online database
Effects where you can search for existing PROMs. The free-access
level provides basic information such as name of authors/
Once a list of relevant PROs has been compiled from the developers, copyright notice, an overview of the PROM’s
various sources outlined in step 2, this will often be extensive content, therapeutic area, therapeutic indication, language
and may require reduction to balance adequate coverage of of development, and references. Common PROMs include
clinically relevant symptoms and side effects against Patient-Reported Outcomes Measurement Information

4 | © 2024 by American Society of Clinical Oncology


A Practical Guide to PROs in Routine Care

System (PROMIS) measures, Functional Assessment of applied in the setting of prostate cancer, where symptoms
Chronic Illness Therapy (FACIT) measures, and the Euro- not covered by the ESAS were identified (eg, urinary diffi-
pean Organisation for Research and Treatment of Cancer culties, bowel symptoms, and sexual health issues). The
(EORTC) measures. Item libraries are also discussed in step 5. Expanded Prostate Cancer Index Clinical (EPIC-16) was then
selected and implemented province-wide.
What should I consider when choosing a PROM?
(a) Is the PROM’s content relevant?
• On the face of it, does it assess the symptoms and side 5. Create Customized Item Lists From Item Libraries to
effects relevant to my intended application (eg, disease Cover Any Missing Symptoms or Side Effects
population, treatment(s))?
• Does it evaluate the relevant aspects of these symp- Often, not all relevant symptoms and side effects will be
toms and side effects, eg, frequency, severity, and covered by an existing PROM. This is particularly pertinent
interference with activities of daily living? when assessing treatment-related side effects of novel
(b) Does the PROM have evidence for its psychometric therapies. A solution to this is creating customized item lists
properties in your specific patient group/clinical context? from an item library.
• Is there published evidence about its reliability, val-
idity, and clinical utility (eg, is it able to discriminate Item libraries contain items drawn from existing static
between clinical groups known to differ, is it re- PROMs, such as the EORTC Item Library or FACIT searchable
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sponsive to clinically significant changes as well as library, or developed as a standalone system, such as the
changes over time) within the same (or similar) pa- Patient-Reported Outcome version of the Common Termi-
Copyright © 2024 American Society of Clinical Oncology. All rights reserved.

tient population and clinical context? nology Criteria for Adverse Events (PRO-CTCAE). Items can
• Is the recall period appropriate for what you are trying be flexibly combined to create customized item lists. The
to measure? benefits of using items from an item library, rather than
• Is it at an appropriate reading level for your patient creating your own items, is that each item has been rigor-
group? ously developed to ensure its content validity and is often
• Does it provide normative values to help you interpret translated in a range of languages.
your results (eg, thresholds for clinical significance,
Examples of item libraries.
normative data)?
• EORTC item library—The EORTC Item Library is an online
(c) Is it feasible to implement?
interactive catalog of 950 items from the EORTC Quality of
• How burdensome is it for patients to complete? Pa-
Life Group’s PROMs.44,45 It allows more flexible use of the
tients are often willing to complete longer PROMs if
static questionnaires by enabling users to create cus-
they understand why they are completing them and
tomized item lists.46 Access to the item library can be
the questions are relevant and meaningful to them.
requested for free for academic use (https://
• Cost/licensing—some PROMs may require permis-
itemlibrary.eortc.org/)
sions to use or have fees associated with their use.
• FACIT searchable library—The FACIT searchable library
• Availability of translations—many PROMs are
comprises over 700 items from FACIT’s PROMs, enabling
available in multiple languages. If your desired lan-
the creation of customized lists.47 Access is free for aca-
guage version is not available, international guide-
demic use (https://wizard.facit.org/)
lines are available for cross-cultural and linguistic
• PRO-CTCAE—The PRO-CTCAE is a library of 124 items
translation.43
measuring 78 symptomatic adverse events available from
• Compatibility with your ePRO system
the US National Cancer Institute.48-50 For each adverse
Example. Cancer Care Ontario (CCO) used the Edmonton event, up to three items are administered to evaluate the
Symptom Assessment Scale (ESAS), a PROM assessing ge- side effect’s frequency, severity, and interference with
neric cancer-related symptoms in all ambulatory clinics. activities of daily living. Access is free for academic use
Recognizing the need for specific PROMs in selected sites (https://healthcaredelivery.cancer.gov/pro-ctcae/
(eg, head and neck cancers),23 they developed a streamlined instruments/pro-ctcae/pro-ctcae_english.pdf)
approach to the selection and implementation of disease-
specific PROMs, creating a PROM advisory committee with Example. Møller et al51 developed an item set for acute
methodological expertise, as well as regional and patient treatment toxicities of pelvic online magnetic resonance–
representation. Disease sites were selected on the basis of guided radiotherapy. Eighteen issues were selected using a
disease burden, symptom burden, and the window of op- literature review and chart audit. The authors then reviewed
portunity to ease implementation. A literature review was the PRO-CTCAE and selected relevant items. However, some
conducted to identify candidate PROMs. PROMs were se- issues were not included in the PRO-CTCAE. These issues
lected on the basis of symptom coverage, usability (the were then drawn from the EORTC item library to ensure all
number of questions), and psychometric properties. The relevant symptoms were included using plain language,
chosen PROMs were then piloted to evaluate their accept- validated questions. Where symptoms were available in both
ability to patients and clinicians, impact on outcomes, and to item libraries, the face validity and wording of the item
identify sustainability issues. This process was initially influenced the item selected.

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Lai-Kwon et al

Conclusion domain being displayed; visual cues on the score axis to


indicate the scale breadth and directionality; use of cutpoints
We have provided a step-by-step guide to identifying or color coding to indicate normal score ranges (as well as
clinically relevant symptoms and side effects for ePRO intermediate score ranges where data are available to sup-
symptom monitoring, assessing the relevance of existing port their placement); use of alert thresholds to indicate
PROMs to assess these issues, and creating customized item potentially concerning score values; and longitudinal display
lists to fill the gaps. Key stakeholders should be involved of data to create a context for interpretation of current
throughout this process to ensure the final PROM(s) and/or results.29,41,58,59 Integration of PRO results into the EMR to
item lists are relevant and acceptable to all stakeholders. This enable review of PROs alongside laboratory and imaging
process highlights the importance of rigorously identifying results can also promote use.29,60-63 However, effective in-
clinically important symptoms and side effects first before formation processes can be used employing paper records
selecting PROMs, rather than simply choosing an existing as well.
PROM off the shelf. This will ensure the final list of PROs for
monitoring is both content-valid and has clinical utility. Figure 2 shows an example of a display of a patient’s
symptom scores over time. In this PRO system from Alberta
PEARLS AND PITFALLS IN INTERPRETING PRO SCORES Heath Services in Canada,64 nine symptom scores obtained
with the ESAS are plotted over time. Each score is annotated
Realizing the benefits of PROs requires careful attention to on the line for each symptom (instead of a y-axis label), and
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using best practices for their implementation and use. This color coding is used to indicate directionality as well as
Copyright © 2024 American Society of Clinical Oncology. All rights reserved.

section highlights several key pearls and pitfalls in the potentially concerning scores. This display forms part of a
implementation and interpretation of patients’ PRO data. larger dashboard of clinical results.

Key Pearls Figure 3 shows a different PRO result display within the
OncoPRO system.65 This clinician-facing dashboard shows
1. Collecting PROs is feasible and helpful for improving 13 PRO-CTCAE symptoms, three of which are reported by the
patients’ quality of life and the quality of care in clinical patient as being present. Longitudinal results are plotted
practice. over time, with severity/frequency results plotted on the left
The previous sections outline the benefits of using PROs in y-axis and interference scores plotted on the right y-axis.
practice, and provide examples of PRO system feasibility, For example, on the day of the visit, the patient reports very
emphasizing that their advantages greatly outweigh their severe numbness and tingling with quite a bit of interference.
challenges. Although many clinicians feel their clinical skills 3. Optimal benefits from PROs require best practices, effort,
are sufficient to screen and monitor patients’ well-being, and stakeholder engagement
multiple studies show that clinicians often miss symptoms Although many health care systems are enthusiastic about
that are important to patients and that impact on their well- using PROs to inform care, many also lack an understanding
being.52-57 Moreover, symptom monitoring between clinic of the considerations involved in designing, implementing,
visits using PROs can help clinicians detect symptoms and and managing PRO systems. Moreover, what constitutes an
intervene earlier. It can also reduce follow-up visits for ideal PRO system varies depending on the practice setting
patients who report feeling well. and the patient population it serves.
2. Clinical interpretation of PRO scores can be challenging. As
with other laboratory tests that clinicians learn to use,
To inform this process, the PROTEUS Consortium developed
interpretation requires familiarization and engagement in
a framework of key considerations for clinical PRO systems
learning about PROs.
(Fig 4).66 The Framework builds on the topics covered across
There are some potentially confusing aspects of interpreting five foundational resources41,58,59,61,67 and presents key
PRO scores. For some PROMs, low scores indicate good considerations for designing, implementing, and managing
symptom control (eg, pain on a scale from 0 to 10), whereas PRO systems. These include designing the goals of the
high scores indicate good patient functioning. Some PROMs system which will drive issues of feasibility, the target
are scored using a range from 0 to 100, whereas others are population, the selection of meaningful PROMs, and the
statistically normed such that a score of 50 represents the optimal timing and frequency of administration and clinical
population average score, and each patients’ score is re-
review.
ported as a t-score (like reports of osteoporosis severity
compared with age-group averages on a bone density scan).
The PROTEUS Guide to Implementing Patient-Reported
Fortunately, training, repetition, familiarization, and ap- Outcomes in Clinical Practice: A Synthesis of Resources
propriate PRO data display strategies will overcome most of (The PROTEUS-Practice Guide) is a free resource that
these challenges. Studies show that data display strategies operationalizes the above framework by providing a practical
can aid interpretation and improve understanding of pa- synthesis of previous published guidance.29 The guide
tients’ scores.58 Strategies include clear labeling of the comprises three sections addressing considerations of the

6 | © 2024 by American Society of Clinical Oncology


A Practical Guide to PROs in Routine Care
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Copyright © 2024 American Society of Clinical Oncology. All rights reserved.

FIG 2. An example of PRO data display—Alberta Health Services Longitudinal Symptom Scores. ESAS,
Edmonton Symptom Assessment Scale; PRO, patient-reported outcome.

framework, providing a range of options where no single of North Carolina and the University of Alabama at Bir-
approach is necessarily optimal. mingham, in partnership with ASCO, the American Cancer
Society (ACS), and major EMR and ePRO software vendors.65
Finally, OncoPRO is a publicly funded national program in OncoPRO aims to help practices with all aspects of designing,
the United States supported by the Patient-Centered Out- onboarding, monitoring, and sustaining ePROs in their
comes Research Institute and administered by the University clinical oncology practices for monitoring symptoms (and

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Lai-Kwon et al
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Copyright © 2024 American Society of Clinical Oncology. All rights reserved.

FIG 3. An example of PRO data display—OncoPRO.65 PRO, patient-reported outcome.

other key areas such as health-related social needs), in- include not just those relevant to PRO score interpretation
cluding the provision of guidance of ePRO implantation but also those relevant to the context in which the scores are
experts and facilitating coordination with EMR and ePRO used.
vendors.
1. The selected PROM may be off the shelf and not fit for
Key Pitfalls purpose.
As noted by patients, a universal PROM designed for all
Reports of PRO implementation have consistently demon- patients with cancer may not be as useful as one enhanced
strated several potential areas that can threaten the creation with items specific to the patient population and/or treat-
of an effective PRO system in clinical practice. These pitfalls ment of interest. This trade-off reflects the need to balance

FIG 4. Key considerations for integrating PROs into clinical systems.66 EHR, electronic health record; PROs,
patient-reported outcomes.

8 | © 2024 by American Society of Clinical Oncology


A Practical Guide to PROs in Routine Care

the benefits of a single PROM approach across patients Studies indicate that health care professionals sometimes
against the complexities of clinic-specific PROMs. lack confidence in how to act on abnormal PRO scores. The
2. The selected PROM and its scores may not be understood creation of care pathways and treatment guidelines can
by either the patient or the physician. mitigate these concerns. Some patients have chronic con-
ditions where scores are consistently abnormal. The effective
For example, some patients find normed scores confusing, use of longitudinal data display and clinical annotation can
wondering why they only scored 60 points (a full standard be useful in these circumstances.
deviation above the norm) when they feel quite well. As noted
earlier, clinicians are familiar with normed laboratory results 7. The PRO scores are not integrated with clinical workflow.
accompanied by a clinical interpretation (eg, a bone density Deficits in implementation can lead to PRO scores being
t-score interpreted as mild osteoporosis for age). Regardless poorly integrated with busy clinic workflows. PROs inte-
of the scale used for the PRO, education, effective and grated into the EMR need to be entered such that the current
consistent data display strategies, and summative clinical scores are available to the clinician reviewing data for that
interpretations can improve understanding of the scores. encounter, or conversely, are available in paper form to
3. The scores are not acknowledged in the eyes of the patient complement the review of the EMR. Since many evaluations
or their caregivers. of ePRO systems show that only some patients will complete
their PROMs online, hybrid data collection systems may be
As highlighted earlier, a clinician’s reference to today’s scores necessary to accommodate all patients.
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in the clinical encounter reinforces the importance of filling


out PROs to patients. Conversely, patients may lose interest in 8. Error happens!
Copyright © 2024 American Society of Clinical Oncology. All rights reserved.

PRO reporting if they do not perceive the report to be useful to Some patients may make errors in completing the PROM (eg,
their clinical team. Referring to PRO results during the clinic unwittingly invert the direction of the response scale) or may
visit will reinforce patient understanding of their utility decline cognitively, thus limiting their ability to complete
4. Many clinicians initially see little value-add from a PRO the PROM accurately. As with any laboratory result, an
system. unexpected PRO result requires clinical assessment in the
context of the patient’s health status.
This perception may be reinforced if the implementation
process is flawed. Conversely, many clinicians testify to the
added value of PROs in making their clinical practice of CONCLUSION
higher quality and more efficient when PROs are imple-
mented appropriately. Symptom monitoring using PROs in people with advanced
5. Clinical alerts of high scores are both potentially helpful cancer is highly desired and valued by patients. We have
and potentially problematic. provided a practical guide to identifying clinically relevant
symptoms and side effects for symptom monitoring in
This phenomenon can lead to alert fatigue or, conversely, a
conjunction with key stakeholders, assessing the relevance
lack of confidence in the sensitivity of alerts. Stakeholder
of existing PROMs to assess these issues, and creating item
engagement, pilot evaluations, and iterative adjustments are
lists to fill in the gaps. We have also highlighted key pearls
usually required to find an appropriate alert threshold
and pitfalls to interpreting and implementing PROs in
strategy that optimally balances too few (false negative) with
routine care, including where existing guidance and re-
too many (false positive) alerts.
sources are available. Despite its challenges, implementing
6. The clinical care path relevant to a concerning PRO score PROs in routine care remains a worthwhile investment in
may be unclear. optimal patient care.

AFFILIATIONS CORRESPONDING AUTHOR


1
Department of Medical Oncology, Peter MacCallum Cancer Centre, Julia Lai-Kwon, MBBS, BMedSci, MPH; Twitter: @julialaikwon; e-mail:
Melbourne, Australia Julia.Lai-Kwon@petermac.org.
2
Department of Health Services Research, Peter MacCallum Cancer
Centre, Melbourne, Australia AUTHORS’ DISCLOSURES OF POTENTIAL CONFLICTS
3
PROTEUS Consortium OF INTEREST AND DATA AVAILABILITY STATEMENT
4
Sydney Quality of Life Office, Susan Wakil School of Nursing and
The following represents disclosure information provided by authors of
Midwifery, Faculty of Medicine and Health, The University of Sydney,
this manuscript. All relationships are considered compensated.
Sydney, Australia
5 Relationships are self-held unless noted. I 5 Immediate Family
The Ohio State University College of Medicine, Columbus, OH
6 Member, Inst 5 My Institution. Relationships may not relate to the
Queen’s Cancer Research Institute, Queen’s University, Kingston,
subject matter of this manuscript. For more information about ASCO’s
Ontario, Canada
conflict of interest policy, please refer to www.asco.org/rwc.

ASCO Educational Book asco.org/edbook | Volume 44, Issue 3 | 9


Lai-Kwon et al

Claudia Rutherford Michael Brundage


Research Funding: Little Green Pharma Ltd Research Funding: Pfizer (Inst)

Norah Crossnohere No other potential conflicts of interest were reported.


Consulting or Advisory Role: Alcon (I), Boehringer Ingelheim, Pfizer
Travel, Accommodations, Expenses: Alcon

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