Self-management assessment tools for people with hypertension: a scoping review

TL;DR

This scoping review evaluates self-management assessment tools for hypertension, identifying 20 tools with varying quality and suggesting a need for tailored approaches.

Contribution

The study provides a comprehensive overview of hypertension self-management tools, highlighting gaps in tool development for diverse patient populations.

Findings

41 papers identified 20 self-management tools for hypertension, including 12 multidimensional and 8 unidimensional tools.

The quality of these tools varies, indicating a need for tailored tools to improve patient engagement and management strategies.

Abstract

This is a scoping review of the evidence for the use of the Patient Self-Management Assessment Tool for Hypertension (PAT) in people with hypertension. This review examines the content features, reliability, and validity of the PAT for people with Hypertension, as well as contextual and environmental evidence for the tool implementation in clinical practice.

To synthesize and evaluate the self-management assessment tools available for people with hypertensive, and to guide healthcare professionals in selecting appropriate tools.

A systematic search was conducted across nine databases, including PubMed, Web of Science, Scopus, Embase, Cochrane Library, CNKI (China National Knowledge Infrastructure), VIP (VIP Information Database), CMB (China Biology Medicine disc) and Wanfang, from their inception to August 17, 2024. The authors extracted and analyzed self-management assessment tools developed for people with hypertension, using a scoping review approach to report the findings.

A total of 41 papers were identified, which reported on 20 assessment tools. These included 12 multidimensional assessment tools for assessing self-management and 8 unidimensional assessment tools for measuring adherence to self-management practices.

The quality of self-management assessment tools for people with hypertension varies widely. There is a need to develop tailored tools for different patient populations to accurately assess self-management capabilities, design intervention strategies, and enhance patient engagement in hypertension management.

The online version contains supplementary material available at 10.1186/s12882-025-04134-y.

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