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Table 1 Search terms and general inclusion/exclusion criteria for published and unpublished (Grey) literature search

From: ‘Practical’ resources to support patient and family engagement in healthcare decisions: a scoping review

Published literature

Grey (Unpublished) literature

Search terms used

Search terms used

Applying ‘patient engagement’, ‘patient involvement’, ‘patient participation’ to those below:

Applying ‘patient engagement’, ‘patient involvement’, ‘patient participation’ initially followed with ‘healthcare’, ‘decision making’, advisory committees’, and other terms pertaining to more specific engagement approaches, education/training, tools, resources, and infrastructure supports and evaluation considerations.

 • ’knowledge and skills…’

 • ‘design, delivery and/or evaluation processes.

  •‘…readiness for meaningful engagement’.

 • ‘Process and impact of patient engagement’.

Also applied terms to specific countries known for patient/public engagement strategies.

 • ‘…resources (e.g. tools), needed by patients, providers, staff and leaders for effective patient engagement/involvement/ participation

Australia

United Kingdom and rest of Europe

United States

 • ‘…preparation (e.g. education) needed by all stakeholders….’

 • ‘support (e.g. infrastructure) needed by everyone for ….’

 • ‘…in patient-centered system redesign; …to build capacity; …to “pilot” a resource kit; …evaluate the impact’

 • ‘Patient engagement/involvement/ participation resource kit’

 • ‘…best practices…validated tools…proven approaches’

 • ‘Recruit patients…’

 • ‘…spectrum or level of engagement…ready for successful engagement’

 • ‘…knowledge and skills needed

 • ‘…engagement at different levels within the organization (governance, to program-based planning and evaluation)

 • ‘…collaboration and partnering…’

 • ‘…organizational policies and practices…’

 • ‘…resources…’

 • ‘…capacity…’

Inclusion criteria for articles

Inclusion criteria of literature

 • From 1995-2010

• From 1995-2010

 • Written in English

• Written in English

 • Abstracts containing one or more of the key search terms or areas as identified in the research proposal.

• Contains one or more of the key engagement-related and healthcare terms or areas.

 • Studies that refer to the involvement of patients at the program or governance levels

• From United States, Canada, Australia, and Europe (with special emphasis on United Kingdom).

Exclusion criteria of articles

Exclusion criteria of literature

 • Incorporate public or consumer engagement in areas outside of healthcare.

• Incorporates public or citizen engagement or similar areas rather than patient engagement, and in areas outside of health.

 • Refer to involvement of the patients outside of the governance or program level.

• Refers to the involvement of the patients outside of the governance/program level.

 • Involve patients in their own treatment and care aspects or in personal healthcare decision making.