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Primary care remote consultation guidance across oecd countries: a scoping review

Carolina ECHEGARAY, Adriana JAMES and Cristina HERNANDEZ

Remote consultations are commonplace in primary care. However, guidance for clinicians is reportedly limited, with clinicians using ‘rules of thumb’ to make decisions. Previous reviews have been condition-specific or not specific to primary care.This scoping review aimed to identify professional guidance for primary care clinicians in OECD countries for delivering safe care via telephone and video, including guidance for specific population groups and conditions judged to be higher risk.A grey literature search of guidance issued by professional organisations and national health bodies was carried out via targeted webpage and google searches. Documents published from 2020 onwards were considered for inclusion. One reviewer screened documents at title/abstract stage. Two independent reviewers performed full text screening and extraction. A framework developed for the planning and evaluation of remote consultation services (PERCS) was selected as a basis for extraction.Guidance from 31 documents across 12 countries and 1 international organisation (WHO) was mapped against categories relating to safety: the reason for consulting; the clinical relationship; patient factors and safeguarding. Potentially high-risk conditions were reported as inappropriate for remote consultation; whilst follow ups, chronic-disease monitoring, minor illnesses and skin conditions were appropriate. Guidance varied with respect to mental health care. Patient factors for consideration included language barriers, hearing difficulty, safeguarding and capacity concerns. The use of communication aids and presence of a support person (e.g. family member) were suggested mitigations. A pre-existing GP-patient relationship was deemed important when considering suitability.Guidance varied in detail but generally agreed that clinicians were responsible for determining the safety of remote consultation.  This is the first scoping review exploring guidance for virtual consultations specifically for primary care within OECD countries and had no language limitations. Further advice may be available within clinical guidance for specific conditions and learning resources which were not included.Findings of this review form the basis of research to improve safety and equity across patient groups. Those developing clinical guidance should ensure it is fit for purpose. Further research could look to identify gaps in guidance and explore whether any safety framework for telephone or video consultation would assist in caregiving.