In compiling this document, NORC used three approaches to gather up-to-date information about PHR development and implementation. First, we conducted a review of the existing published literature, gray literature, and various official government documents. Second, NORC completed discussions with sixteen key informants who are involved with and otherwise knowledgeable about PHR development efforts, product design, standards, and usability/utility (see Appendix B for list of key informants). Finally, NORC submitted a draft of the literature review to a fourteen-member expert panel, and incorporated their comments into the document.
The sixteen individuals who took part in key informant interviews contributed a broadened perspective on how other organizations are currently sponsoring and delivering PHR functionality. Initial key informant interview participants were identified through the use of referrals from key Federal and other contacts. Subsequent interview subjects were identified by asking the initial subjects to recommend individuals who are known for their expertise on PHR development and implementation. Key informant interview participants were asked to share their views about their own PHR efforts as well as current Medicare PHR efforts.
NORC staff considered data from each of these three sources in crafting the analysis in this document. We synthesized and incorporated findings into the literature review and environmental scan through an iterative process of mapping data to the project’s research questions.