Volume 45 Number 2

Methodology for the World Council of Enterostomal Therapists® International Ostomy Guideline third edition

Emily Haesler, Elizabeth A Ayello, Laurent O Chabal, Denise Hibbert, Jennifer L Prentice, Joaquim Costa Pereira, Joseph W Nunoo-Mensah, Julie Atkinson, Richard McNair

Keywords ostomy, methodology, guideline, enterostomal therapy nurses

For referencing Haesler E et al. Methodology for the World Council of Enterostomal Therapists® International Ostomy Guideline third edition. WCET® Journal 2025;45(2):13-21.

DOI 10.33235/wcet.45.2.13-21

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References

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Abstract

Introduction The International Ostomy Guideline (IOG) developed by the World Council of Enterostomal Therapists (WCET®) is currently being updated with the newest evidence to produce the third edition. The IOG presents clinical guidance to promote access to holistic stomal care, reduce stoma-associated complications, improve knowledge of health professionals regarding stomal care, and to optimise quality of life of individuals living with a stoma.

Methods The guideline development process is being undertaken by a Guideline Development Panel consisting of representatives of WCET® and its collaborative partner, the International Society of University Colon and Rectal Surgery (ISUCRS). The development methods are underpinned by the Joanna Briggs Institute’s (JBI) theoretical framework of evidence-based care. The methodology embeds a rigorous process that includes generation of relevant clinical questions, evidence identification, critical appraisal of the research and use of adapted Evidence-to-Decision frameworks to reach evidence-based recommendations and good practice statements agreed on by an expert panel through a Delphi process. The methods include engagement from international stomal therapists, colorectal surgeons and individuals living with a stoma. The guideline development process addresses the key components of the JBI evidence-based model: global health, evidence generation, evidence synthesis, evidence transfer and evidence implementation.

Results The guideline will present evidence-based recommendations and good practice statements providing practical clinical guidance for the care of individuals who are to undergo, or who have undergone, ostomy surgery. Input from the WCET® Executive Board, WCET® Education Committee, Norma N Gill Foundation® WCET® International Delegates (IDs), the ISUCRS Education Committee, individuals living with an ostomy and broad stakeholder feedback will enhance the guideline recommendations.

Conclusion Developed using a rigorous methodology and with input from international experts and individuals living with a stoma, the WCET® IOG third edition embraces the JBI aim of healthcare that is globally-relevant, feasible, appropriate, meaningful and effective.

Background

The World Council of Enterostomal Therapists® (WCET®) was founded in 1978. The WCET’s® vision is to support the care of individuals living with stomas, wounds or continence needs by leading the global advancement of professional nursing care through the provision of specialised education. Holism and co-participatory care are essential guiding principles underpinning the care of individuals with a stoma and form the foundation for high quality assessment, care planning and care delivery. Quality care includes awareness of the personal, societal and cultural implications of living with an ostomy.

The WCET® defines an ostomy as a “surgically created opening in the abdomen for the purpose of passing stool waste or urine”1. The word ostomy is often used interchangeably with the word stoma. Throughout this paper, and the IOG, the terms ostomy and stoma are used interchangeably, and in this context, are used to specifically refer to abdominal (intestinal and urinary) stomas. We also use the terms stomal care, care of an ostomy or stoma and enterostomal care interchangeably.

To support its vision and enhance the quality of care for individuals who are to undergo, or who have undergone, surgery that results in the formation of an abdominal stoma, the WCET® produced its first International Ostomy Guideline (IOG) in 2014, followed by a second edition in 2020. The IOG summarises the available evidence to positively influence the knowledge, skills and quality of life of individuals living with a stoma and their caregivers. The IOG provides guidance to inform the decision making and clinical practice of health professionals involved in delivering enterostomal care, and offers education to health professionals, individuals managing their own stoma, and their informal carers who assist in that care. The IOG also seeks to address cultural, religious and ethnic considerations across a wide range of geographic and clinical contexts. This will enable nurses and other health professionals to appropriately adapt care for individuals from diverse socio-cultural and religious backgrounds, ensuring individuals worldwide receive enterostomal care consistent with the available resources in their local communities.

To ensure their relevance and alignment with the most recent evidence, clinical guidelines require regular update. Preliminary searches in health databases identified over 17,800 publications related to enterostomal therapy since the release of the IOG (second edition) in 2020. Therefore, the WCET® has commenced the process to develop a third edition of the IOG. The aim of this paper is to outline the methods that are being used to undertake this update.

Methods for development of the IOG (third edition)

The methodology for the IOG (third edition) outlines the process being used to identify, evaluate and synthesise the evidence to develop practice recommendations and, in the absence of research of sufficient levels, good practice statements. The methodology draws on evidence synthesis methods developed by the Joanna Briggs Institute, the Australian National Health and Medical Research Council (NHMRC) and Grading of Recommendations, Assessment, Development, and Evaluation (GRADE).2-5 The methods have been selected with consideration to the clinical questions relevant to the IOG, the type of evidence available to address these clinical questions, and the resources available for the project. The process includes:

  • developing clinical questions,
  • identifying, appraising and synthesising the evidence,
  • evaluating the body of evidence, and
  • translating the body of evidence into recommendations and good practice statements.

Purpose and audience

The purpose of the IOG update is to:

  • promote access to holistic stomal care,
  • reduce stomal, peristomal and parastomal complications,
  • improve knowledge related to the formation and care of a stoma (including the management of complications),
  • support the education and training of health professionals involved in providing stoma care, and
  • optimise care participation, self-management, and health-related quality of life of individuals living with a stoma.

The IOG (third edition) is intended to apply to individuals living with a stoma in all care settings and all countries, with a primary focus on adults. As the most common ostomies formed are colostomy, ileostomy and urostomy, either permanent or temporary, the care of these ostomies will be the primary focus of the IOG.

The IOG will provide recommendations and implementation considerations intended as a general guide for clinical practice implemented by health professionals. Numerous terms are used to describe health professionals (usually nurses) who specialise in or are qualified to provide ostomy care, including enterostomal therapy (ET) nurses, stomal therapy nurses, stoma nurses, ostomy nurses and wound ostomy continence nurses.1 In the IOG, the term ET nurses will be used to encapsulate these titles and roles. However, as the practice guidance seeks to be inclusive of non-specialised nurses and health professionals from different disciplines who are providing enterostomal care, the preferred term used in the guideline is ET/stoma/ostomy nurses/clinicians.

Guideline Development Panel

The IOG (third edition) is being overseen by a Guideline Development Panel. The Panel includes experts from the WCET® and the International Society of University Colon and Rectal Surgeons (ISUCRS). This collaboration reflects the shared missions and goals of these organisations to facilitate international collaboration, exchange scientific knowledge, and to promote quality outcomes for all individuals living with a stoma.6, 7 The Guideline Development Panel also consists of a guideline methodologist to oversee the development process, as well as individuals living with a stoma who can provide input from their lived experience of managing a stoma, and negotiating the health care system. Throughout the development process, input will be sought from other WCET® and the ISUCRS representatives to enhance the recommendations with implementation guidance, ensuring that the guideline addresses global issues and is appropriate to diverse global cultural, religious and social contexts.

Clinical questions

The Guideline Development Panel has identified a-priori clinical questions to address in the IOG (third edition). The initial clinical questions (see Table 1) are based on topics identified through an audit of the IOG (second edition) and the Guideline Development Panel’s expert knowledge, as well as feedback from users of the second edition IOG. These clinical questions will be reviewed by the WCET® Executive Board, the WCET® Education Committee, the WCET® Norma N Gill Foundation® Committee, WCET® International Delegates and the ISUCRS Education Committee to ensure they address relevant topics and areas of guidance for the target audiences.

 

Table 1. Initial clinical questions

haesler table 1.png

 

Identifying the evidence

A literature search has been undertaken to identify published evidence relevant to each clinical question. The search strategy is designed to identify relevant literature to each of the clinical questions, building on the evidence used in previous editions of the IOG. Searches will be conducted in the following databases:

  • Ovid MEDLINE®,
  • Cumulated Index to Nursing and Allied Health Literature (CINAHL),
  • Excerpta Medica Database (Embase),
  • Allied and Complementary Medicine (AMED),
  • The Cochrane Review Library, and
  • Google Scholar.

For each clinical question, a search is being conducted for evidence published since the previous edition of the guideline (01 January 2020 to 30 March 2025) in English that meets the broad inclusion and exclusion criteria in Table 2. Limiting the search date recognises that earlier research has already been identified in previous editions of the IOG, and provides a balanced approach between accuracy and workload.8 Additional articles identified as sentinel either within the included literature or by the Guideline Development Panel will also be eligible for consideration.

 

Table 2. Inclusion and exclusion criteria for new evidence sources

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Search terms will focus on identifying evidence relevant to each of the clinical questions (see Table 3). First, a broad search will be conducted for publications related to ostomy care using MESH terms and keywords combined with Boolean operators. For each clinical question, the ostomy-specific literature search will be combined with search terms that address the key conceptual components of each clinical question.

 

Table 3. Indicative search terms

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Appraising the evidence

All evidence meeting the inclusion criteria that addresses a clinical question will be assigned a level based on the study design/type of evidence (see Table 4). Levels of evidence provide a basis on which guideline developers and users can evaluate the strength and reliability of research findings. The levels of evidence that will be used for the IOG (third edition) are based on the levels of evidence identified by the Joanna Briggs Institute (JBI) for studies of effectiveness (i.e. intervention studies) and studies focused on meaningfulness (qualitative evidence).9 Noting the lack of a recognised hierarchy of evidence for psychometric studies, levels were assigned by the Guideline Development Panel based on criteria considered most important in exploring the psychometric properties of an assessment tool.

 

Table 4. Levels of evidence for individual studies

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After assigning a level of evidence to a study, the risk of bias will be evaluated by the Guideline Development Panel using recognised tools that facilitate the appraisal of internal and external validity4, 10 (see Table 5). Risk of bias tools to evaluate synthesised evidence focus on the literature selection, evidence assessment, synthesis and interpretation of results and publication bias. Tools for appraising intervention studies typically evaluate the risk of bias arising from selection, performance, attrition, detection and reporting. Appraisal of descriptive studies incorporates a consideration of confounding factors, and tools for evaluating qualitive studies consider the congruity, influence of researcher and reflection of the participant voice. The risk of bias assessment will be conducted by one reviewer and a sample of 75% the evaluations will be verified by a second reviewer. Should substantial discrepancy arise, the Guideline Development Panel will discuss differences of opinion and reach agreement on interpretation of the risk of bias tools.

 

Table 5. Risk of bias appraisal tools

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Synthesising the evidence

Key details from the evidence sources relating to each of the clinical questions will be extracted to a question-specific evidence data table by one reviewer and verified by a second reviewer. The purpose of data extraction is to provide an overview of the evidence that is available to inform each of the clinical questions.11 Data extraction will include the study design/level of evidence, risk of bias, participants and their clinical context, interventions and comparators and findings/results. When there is a larger volume of high-level evidence with consistent findings to address a clinical question, the lower-level evidence may not be included in the data extraction process, particularly where it supports the evidence already presented. All research excluded from the data extraction will be listed.

After summarising the research directly addressing the clinical question, a strength will be assigned to the body of evidence using a hierarchy adapted from NHMRC guideline development methods2 (see Table 5). The strength of the body of evidence to support a specific clinical choice will be based on the study designs, their risk of bias, the volume of evidence and the consistency of results. For example, if there is a risk of bias or low consistency across studies, the strength of evidence may be downgraded, even when the study designs are of the highest level.

When the body of evidence underpinning a clinical choice is insufficient to achieve a strength of A-C (see Table 6), the Guideline Development Panel may choose to make a good practice statement based on consensus. A good practice statement describes clinical practice considered by the Guideline Development Panel with a high level of confidence to be associated with achieving more good than harm for most people living with an ostomy.12 A good practice statement is appropriate for providing clinical guidance when there is no high-level research related to the clinical question, the evidence base is not high enough, and/or for issues that are not appropriate for clinical research (e.g. for ethical reasons).

 

Table 6. Strength of body of evidence underpinning a clinical choice

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Next, the body of evidence addressing each clinical question will be synthesised in a narrative summary. An adapted Evidence to Decision (EtD) framework will be used to summarise the key information related to each clinical question. An EtD framework is designed to structure and inform the different considerations that contribute to making a clinical recommendation.13 The framework is used to summarise not only the body of evidence (including its level and strength) on health benefits and risks associated with a clinical choice, but also information on the values and priorities of stakeholders, resources and feasibility, all of which are important considerations when deciding if a clinical choice should be recommended.4, 13, 14

The EtD frameworks will be reviewed by the Guideline Development Panel and by the WCET® Executive Board, Committees and Delegates, the ISUCRS Education Committee and individuals living with stomas to ensure that the diverse perspectives of stakeholders across geographic and cultural contexts are represented, and to provide implementation considerations to support the recommendations (see below).

Making recommendations

The data included on the framework will be used by the Guideline Development Panel to determine a final recommendation, implementation considerations (i.e., practice points and initiatives to assist in implementing a recommendation), any considerations for specific sub-populations (e.g. individuals living in various geographic, cultural or religious locations), and related priorities for future research. Recommendations addressing each clinical question will be reached with consideration to all elements on the EtD framework. The Guideline Development Panel will reach agreement on the strength of each recommendation it makes using the guidance in Table 7.

 

Table 7. Strength of recommendation

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Reaching agreement

The Guideline Development Panel, together with selected WCET® experts, will undertake a formal Delphi process to reach a final agreement on recommendations. This will be undertaken using the RAND Appropriateness Method, a nominal group voting methodology published by Research and Development/University of California at Los Angeles (RAND/UCLA) that can be used by a panel to reach agreement on topics.15 The consensus voting process will be conducted online using an interface that allows the panel members to share their opinions on each topic until agreement has been reached.15 Using the RAND Appropriateness Method, panel members vote on their level of agreement using a nine-point Likert Scale that represents three tertiles of agreement, uncertainty or disagreement. At the end of each voting round, a software system calculates the voting outcomes. The median agreement score on the Likert scale will be taken as the result for the voting round. Whether or not consensus has been reached will be determined using the RAND Appropriateness Method.15 The 30% to 70% interpercentile range (IPR) is calculated, along with the IPR adjustment for symmetry (IPRAS). If the IPRAS is greater than, or equal to, the magnitude of the IPR, then agreement will be considered to have been reached. Conversely, if the IPRAS is less than the magnitude of the IPR, then it is considered that there is no agreement.15 The recommendation will then either be accepted, discarded or adapted based on expert comments and voted on in the next consensus round. The full process will consist of a maximum of three consensus votes, with the results of each vote informing the next cycle, allowing consensus to be converged upon. Where consensus in agreement with a recommendation is not reached within three votes, the statement will be considered rejected.

Implementation considerations and culturally specific clinical guidance

Subsequent statements (implementation considerations) that support a recommendation and provide additional information (e.g., how, when, how often or who) will be developed to guide how recommendations and good practice statements are implemented in practice. Implementation considerations may describe practical information or core principles considered pertinent to the recommendation. Implementation considerations and culturally specific clinical guidance will be supported by the available evidence as summarised in the data extraction tables and based on the expert opinion from WCET® and ISUCRS representatives, and individuals living with a stoma.

Stakeholder input and review

As outlined above, expert opinion from the WCET® Executive Board, Committees and International Delegates, the ISUCRS Education Committee and individuals living with stomas will be sought throughout the guideline development. Stakeholder input will also be sought through a formal review process inviting feedback from individuals living with a stoma and their caregivers, ET/stoma/ostomy nurses/clinicians, surgeons performing ostomy siting, academics, researchers, educators and industry representatives/companies. Feedback provided by stakeholders will be considered by the Guideline Development Panel, and when appropriate any additional evidence raised by stakeholders will be reviewed and incorporated into the final IOG (third edition).

Discussion

Clinical guidelines and their development must embody the principles of evidence-based healthcare, because they establish expectations for the highest quality of care. The JBI outlines an evidence-based healthcare process that is relevant to the mission of WCET® and summarises the holistic process of guideline development adopted by the Guideline Development Panel.16, 17 The JBI’s FAME model16 (see Figure 1) suggests that evidence-based healthcare must be practised within the context of feasibility, appropriateness, meaningfulness and effectiveness (FAME). These same principles are fundamental to the IOG (third edition) development methods.

 

haesler fig 1.png

Figure 1: Joanna Briggs Institute Model of Evidence-Based Healthcare (FAME model)16 (used with permission)

 

The FAME model16 highlights five key components that are fundamental to universal evidence-based healthcare: global heal, evidence generation, evidence synthesis, evidence transfer and evidence implementation. Clinical guidelines themselves are one source of synthesised evidence (blue sector in Figure 1). However, the process of the IOG (third edition) development incorporates all the key components in the FAME model, highlighting how the guideline update process epitomises the key concepts of evidence-based healthcare.

The IOG (third edition) guideline development promotes global health. Sustainability in healthcare is more likely when research questions are derived from the knowledge needs of the target community and a collaborative approach, as prescribed in the guideline methods. Engagement of individuals living with a stoma, WCET® Board, Committees and International Delegates and other stakeholders will promote the global relevance of the guideline. Knowledge needs of individuals living with a stoma, ET/stoma/ostomy nurses/clinicians and surgeons performing ostomy siting underpin the clinical questions the guideline will address.

The FAME model highlights that generation of evidence is based on the three pillars of evidence-based healthcare: well-designed research studies, expertise of health professionals and the health consumers, and discourse and debate.16, 17 Throughout the IOG (third edition) development process, the Guideline Development Panel plays a role in research generation through its discourse and generation of new practice guidance. This process is facilitated by incorporation into the methods of a formal consensus process for reaching agreement on recommendations. Additionally, the evidence review process will identify and highlight evidence gaps to address in future research.

As noted in the methods above, evidence synthesis is a key component of the guideline development process. Guideline development focuses on identification, evaluation and synthesis of evidence into evidence summaries from which clinical recommendations can be made. The methodology designed to promote transparency for guideline users, clearly identifying the level and strength of the underpinning evidence.

Within the FAME model, evidence transfer refers to active, participatory processes designed to promote access to and application of evidence within local (geographic and clinical) contexts.16 The IOG (third edition) plays a role in evidence transfer by providing recommendations for incorporation into local health systems, education for ET/stoma/ostomy nurses/clinicians and individuals living with a stoma, and active dissemination of the evidence.

Finally, the IOG (third edition) methods address the evidence implementation component of the FAME model. By engaging stakeholders across the world, the development process seeks to incorporate and support best practice in diverse local contexts. The production of international clinical guidelines seeks to facilitate change by incorporating the most contemporary evidence, considering facilitators and barriers to implementing recommendations, and consulting with key opinion leaders to prompt guideline uptake.

Conclusions

This article outlines the guideline methodology for the development of the IOG (third edition) being undertaken by the WCET® and ISUCRS. The methodology incorporates contemporary clinical guideline development methods that reflect the fundamental principles of evidence-based healthcare, ensuring the third edition IOG has a higher scientific quality and produces meaningful, positive impacts on clinical decision making. Most importantly, the methods highlight the values of WCET®, ISUCRS and the Guideline Development Panel to promote the holistic nature of enterostomal care, by incorporating the experiences of individuals living with a stoma and the expertise of ET/stoma/ostomy nurses/clinicians into the guideline, promoting best practice in ostomy care worldwide for all individuals with a stoma.

Conflict of Interest

The authors declare no conflicts of interest.

Grant acknowledgement

The World Council of Enterostomal Therapists® gratefully acknowledges the unrestricted educational grant from Hollister which will be used to support the development of the IOG 3rd Edition.

The IOG 3rd Edition is the sole independent work of the WCET® and partner organisation IUSCRS and in no way will be influenced by the company who provided the unrestricted education grant.


世界造口治疗师委员会®国际造口指南第三版的方法学说明

Emily Haesler, Elizabeth A Ayello, Laurent O Chabal, Denise Hibbert, Jennifer L Prentice, Joaquim Costa Pereira, Joseph W Nunoo-Mensah, Julie Atkinson, Richard McNair

DOI: 10.33235/wcet.45.2.13-21

Author(s)

References

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摘要

引言 世界造口治疗师委员会(WCET®)编写的《国际造口指南》(IOG)目前旨在正在更新,以纳入最新循证,并形成第三版指南。本指南提供临床实践建议,旨在推动以整体照护为基础的造口护理服务普及,减少与造口相关的并发症,提升医疗保健专业人员在造口护理方面的知识水平,并优化造口患者的生活质量。

方法 本指南的制定工作由指南制定小组负责,成员包括WCET®及其合作机构Å\Å\国际大学结直肠外科医师学会(ISUCRS)的代表。制定方法以Joanna Briggs Institute(JBI)的循证护理理论框架为基础。整个方法学过程体现了严谨的流程,包括:提出相关的临床问题、系统检索证据、对研究进行批判性评价,并采用改良版“证据-决策”框架,最终通过徳尔菲法形成由专家小组一致认可的循证推荐意见和良好实践声明。指南制定过程中广泛纳入了来自世界各地的造口治疗师、结直肠外科医生以及造口人士的意见与参与。整个指南制定流程涵盖了JBI循证医学模型的关键要素:全球健康、证据生成、证据整合、证据传播与证据实施。

结果 本指南将提供循证推荐意见和良好实践声明,为接受造口手术或已接受造口手术人群的临床护理提供实用指导。来自WCET®执行委员会、WCET®教育委员会、Norma N Gill基金会®、WCET®国际代表(ID)、ISUCRS教育委员会、造口患者以及广泛的利益相关方所提出的反馈意见,将进一步増强指南建议的实用性与权威性。

结论 WCET® IOG第三版采用严谨的方法学,并结合来自国际专家及造口患者的意见共同制定,充分体现了JBI所倡导的医疗照护理念:在全球范围内具有相关性、可行性、适宜性、意义性和有效性。

背景

世界造口治疗师委员会®(WCET®)于1978年创立。WCET®的愿景是希望通过提供专业化教育,増进全球职业护理水平,从而为造口、伤口或失禁患者提供更优质的护理服务。整体性护理和共同参与式护理是对造口患者进行护理的核心指导原则,并构成了高质量评估、护理计划制定和护理实施的基础。高质量护理应包括对造口患者所面临的个人、社会和文化层面影响的认知与理解。

WCET®将“造口”(ostomy)定义为“通过外科手术在腹部创建的一个开口,用于排出粪便或尿液”1。“ostomy”这个词通常与“stoma”互换使用。在本文以及IOG中,“ostomy”和“stoma”这两个术语是可以互换使用的,并且在此语境下,特指腹部造口(包括肠造口和泌尿造口)。本文还将互换使用“stomal care”、“care of an ostomy or stoma”和“enterostomal care”(造口护理)等术语。

为实现其愿景,并提升即将接受或已接受腹部造口患者的护理质量,WCET®于2014年发布了第一版《国际造口指南》(IOG),并于2020年发布了第二版。IOG总结了现有的相关证据,旨在积极提升造口患者及其照护者在知识、技能和生活质量方面的整体水平。该指南为从事造口护理的医疗专业人员提供实践指导,以支持其临床决策;同时,也为医疗专业人员、自我管理造口的患者以及协助护理的非正式照护者提供教育支持。该指南还力求涵盖不同文化、宗教与民族背景,在多种地理和临床环境中提供相应的护理建议。这将使护士及其他医疗专业人员能够根据患者所处的不同社会文化与宗教背景,合理调整护理方式,确保全球各地的人们都能根据本地社区的可用资源,获得符合标准的造口护理服务。

为确保指南的相关性以及与最新证据的一致性,需要对指南进行定期更新。在健康类数据库中进行的初步检索显示,自2020年IOG(第二版)发布以来,已有超过17,800篇与造口治疗相关的文献发表。因此,WCET®启动了IOG第三版的编制工作。本文旨在概述本次更新所采用的方法。

IOG(第三版)的制定方法

IOG(第三版)的方法学概述了制定实践推荐意见时用于识别、评价和综合相关证据的过程,在缺乏足够研究证据的情况下,也会形成良好实践声明。本方法学借鉴了Joanna Briggs Institute、澳大利亚国家健康与医学研究理事会(NHMRC)以及推荐意见分级、评估、制定与评价系统(GRADE)所开发的证据整合方法。2-5这些方法的选择充分考虑了与IOG相关的临床问题、可用于回答这些问题的证据类型,以及项目可用的资源。该过程包括:

  • 制定临床问题,
  • 识别、评估并综合相关证据,
  • 评价证据体的质量,
  • 将证据体转化为推荐意见和良好实践声明。

目的与受众

IOG更新旨在:

  • 促进整体造口护理的可及性,
  • 减少造口本身及周围和邻近区域的并发症发生,
  • 提高与造口形成及造口护理相关的知识水平(包括并发症的管理),
  • 支持对从事造口护理的医疗专业人员进行教育与培训,
  • 优化造口患者在护理过程中的参与度、自我管理能力以及健康相关的生活质量。

IOG(第三版)适用于所有护理环境下、所有国家中的造口患者,主要面向成人群体。由于最常见的造口类型为结肠造口、回肠造口和尿路造口,且这些造口可能是永久性或临时性造口,因此本指南将重点围绕这三类造口的护理展开。

IOG将提供一系列推荐意见和实施建议,旨在为医疗专业人员开展临床实践工作提供一般性指导。在描述专门从事或具备造口护理资质的医疗专业人员(通常是护士)时,存在多种术语,包括“enterostomal therapy nurses”、“stomal therapy nurses”、“stoma nurses”、“ostomy nurses”,以及“wound ostomy continence
nurses”。1在本指南中,使用“造口治疗护士(ET护士)”这一术语来涵盖上述各类职称和职责。然而,鉴于本指南所提供的实践指导旨在涵盖非专科护士及其他参与造口护理的多学科医疗专业人员,因此在指南中更倾向于使用“ET/造口/肠造口护士/临床工作者”这一综合表述。

指南制定小组

由指南制定小组负责监督IOG(第三版)的制定工作。该小组成员包括来自WCET®和国际大学结直肠外科医师学会(ISUCRS)的专家。此次合作体现了两个组织在促进国际合作、交流科学知识,以及提升所有造口患者护理质量方面的共同使命与目标。6,7指南制定小组还包括一名指南方法学专家,负责监督整个指南的制定过程;此外,还邀请了实际生活中管理造口的患者代表,从其亲身经历出发,就造口管理以及与医疗体系的互动提供宝贵的反馈和建议。在整个制定过程中,还将征求其他来自WCET®和ISUCRS代表的意见,以丰富指南中的实施意见,确保该指南能够应对全球性问题,并适用于多样化的全球文化、宗教和社会背景。

临床问题

指南制定小组已预先确定了将在IOG(第三版)中予以解答的临床问题。初步临床问题(见表1)基于对IOG(第二版)的审查、指南制定小组的专家判断,以及来自第二版IOG使用者的反馈确定。这些问题将提交给WCET®执行委员会、WCET®教育委员会、WCET® Norma N Gill基金会®委员会、WCET®国际代表以及ISUCRS教育委员会进行审查,以确保所涵盖的问题能够切实反映目标读者关心的主题和所需的指导内容。

 

表1.初步临床问题

haersler table 1 cn.png

 

识别证据

已进行文献检索,查找相关的已发表证据,确保对每一个临床问题进行回答。本次检索策略旨在基于既往IOG版本使用的证据,对每一个临床问题查找相关文献。在以下数据库中进行了检索:

  • Ovid MEDLINE®,
  • Cumulated Index to Nursing and Allied Health Literature(CINAHL),
  • Excerpta Medica Database(Embase),
  • Allied and Complementary Medicine(AMED),
  • The Cochrane Review Library,
  • Google Scholar。

针对每一个临床问题,正在检索自上一版指南发布以来所发表的相关证据(2020年1月1日至2025年3月30日),且文献需为英文文献,并符合表2中列出的总体纳入和排除标准。早期的研究已在既往版本的IOG中被识别和汇总,因此限定了检索的时间范围,这一做法在确保准确性的同时,也兼顾了工作量的合理性。8此外,若在已纳入文献中或由指南制定小组认定为关键的文章,也将被纳入考虑范围。

 

表2.新证据来源的纳入和排除标准

haesleer table 2 - cn.png

 

检索术语将侧重于识别每一个临床问题相关的证据(见表3)。首先,将使用MESH术语和关键词,并结合布尔逻辑运算符,对造口护理相关的文献进行整体检索。随后,针对每一个临床问题,将在造口特定文献的基础上,加入与临床问题关键概念要素相对应的检索术语。

 

表3.指示性检索术语

haesler tablle 3 - cn.png

 

评估证据

所有符合与临床问题相对应纳入标准的证据,将根据其研究设计/证据类型赋予相应的证据等级(见表4)。证据等级为指南制定者和使用者提供了一个评价研究结果强度和可靠性的基础。IOG(第三版)所采用的证据等级体系,参考了Joanna Briggs Institute(JBI)对干预性研究(即效果研究)和质性研究(关注个体体验和意义的研究)所设定的证据分级标准。9考虑到目前尚无公认的针对心理测量类研究的证据等级体系,指南制定小组依据评估工具心理测量特性时所需关注的核心标准,制定了适用于此类研究的证据等级划分方法。

 

表4.单项研究的证据等级

haesler table 4.png

 

对某一研究赋予相应的证据等级后,指南制定小组将使用公认的评估工具,对研究的偏倚风险进行评价,以评估其内部和外部效度4,10(见表5)。用于评价整合证据的偏倚风险工具,主要关注文献的选择、证据评估、结果的综合与解释,以及发表偏倚等问题。针对干预性研究的评估工具通常用于评价选择偏倚、实施偏倚、失访偏倚、检测偏倚和报告偏倚。对于描述性研究的评估,则会考虑混杂因素的影响;而针对质性研究的评估工具,则会关注研究方法的一致性、研究者主观影响的程度,以及参与者声音的真实表达。偏倚风险评估将由一名评审员完成,其中至少75%的评估样本将由第二名评审员进行验证。如出现显著分歧,指南制定小组将就不同意见展开讨论,并就偏倚风险评估工具的解读达成共识。

 

表5.偏倚风险评估工具

haesler table 5.png

 

整合证据

针对每一个临床问题,一名评审员将从相关证据来源中提取关键信息,并将其整理至对应问题的证据数据表中,随后由第二名评审员进行验证。数据提取旨在概述每一个临床问题所依据的现有证据。11数据提取内容将包括研究设计/证据等级、偏倚风险、参与者及其临床背景、干预措施与对照措施,以及研究发现/结果。当某一临床问题已有大量高质量且结论一致的证据时,可能不再纳入低等级证据,特别是当这些低等级证据仅是对已有证据的重复支持时。将列出所有未纳入数据提取内容
的研究。

在对临床问题直接对应的研究进行汇总后,将使用改编自NHMRC指南制定方法2的分级体系,为证据体赋予一个强度等级(见表5)。将基于研究设计、偏倚风险、证据数量和结果一致性,确定证据体的强度等级,以支持具体的临床决策。例如,即使某些研究设计等级较高,但如果存在偏倚风险或研究间结果一致性较低,该证据的强度等级可能相应下调。

如果进行临床决策所需的证据体不充分,无法达到强度等级A-C(见表6),指南制定小组可根据共识发布一份良好实践声明。良好实践声明是指指南制定小组高度认为与多数造口患者获益大于风险相关的临床实践。12如果不存在与临床问题相关的高级研究,证据等级不高,和/或问题不适用于临床研究(如伦理原因)等情况,则良好实践声明适用于提供相应的临床指导。

 

表6.支持临床决策的证据体强度等级haesler table 6 - cn.png

 

接下来,对每一个临床问题对应的证据体进行描述性综合汇总。使用改良版“证据-决策”(EtD)框架,对每一个临床问题相关的关键信息进行汇总。EtD框架旨在组织和指导形成临床推荐意见时所需考虑的各项因素。13该框架不仅用于汇总与某一临床决策相关的健康获益与风险的证据体(包括其等级和强度),还包括利益相关者的价值观与偏好、资源可及性以及实施可行性等方面的信息Å\Å\这些都在判断某项临床选择是否应被推荐时具有重要意义。4, 13, 14

EtD框架将由指南制定小组,以及WCET®执行委员会、专业委员会、国际代表,ISUCRS教育委员会,以及造口患者代表共同评审,以确保来自不同地理和文化背景的利益相关者的多样化视角得到充分体现,并为指南推荐意见提供实施层面的考量建议(见下文)。

制定推荐意见

指南制定小组将利用框架中的数据,确定最终推荐意见、实施考虑因素(即实践要点及有助于推荐意见落地的实施措施)、针对特定亚人群(例如生活在不同地理、文化或宗教背景下的个体)的考量建议、相关未来研究优先级等信息。针对每一个临床问题提出的推荐意见,都将综合考虑EtD框架中所涵盖的各项要素。指南制定小组将根据表7中的指南,就每一项推荐意见的强度达成共识。

 

表7.推荐意见强度等级

haesleer table 7 - cn.png

 

达成共识

指南制定小组将联合选定的WCET®专家,采用正式的徳尔菲法对各项推荐意见达成最终共识。该过程将使用兰徳适当性方法,这是一种由兰徳公司研发部/加州大学洛杉矶分校(RAND/UCLA)发布的名义群体投票方法,专为专家小组就特定议题达成一致意见而设计。15共识投票过程将通过在线平台进行,该平台允许小组成员对每一项议题发表意见,直至达成一致。15根据兰徳适当性方法,小组成员将使用一个九点李克特量表对其同意程度进行投票,该量表分为三个三分位区间,分别代表同意、不确定或不同意。每轮投票结束时,系统软件将自动计算投票结果。最终将以李克特量表上的中位数得分作为该轮投票的结果。可使用兰徳适当性方法确定是否已达成共识。15计算30%至70%百分位间距(IPR),并同时计算考虑了对称性的IPR调整值(IPRAS)。如果IPRAS≥IPR的幅度,则认为已达成共识。反之,如果IPRAS15相关推荐意见将根据专家的意见被接受、舍弃或修改,并在下一轮投票中重新审议。整个共识过程最多包含三轮投票,每轮投票结果将作为下一轮投票的依据,以逐步趋近共识。若在三轮投票后仍未能就某项推荐意见达成共识,则该推荐意见将被视为被拒绝。

实施考虑因素与文化特异性临床指导

为支持某项推荐意见的落地,并提供补充信息
(如实施方式、实施时间、实施频率或实施
人),将制定后续声明(实施考虑因素),以指导推荐意见和良好实践声明在实际工作中的应用。实施考虑因素可能包括与推荐意见相关的实用信息或核心原则。这些实施考虑因素以及针对不同文化背景的临床指导,将依据数据提取表中汇总的现有证据,并结合来自WCET®和ISUCRS代表以及造口患者代表所提供的专家意见来制定。

利益相关者的意见和评审

如上所述,在制定指南的过程中,将广泛征求来自WCET®执行委员会、专业委员会、国际代表,ISUCRS教育委员会,以及造口患者代表的专家意见。此外,还将通过一个正式的评审流程,邀请造口患者及其照护者、ET/造口/肠造口护士/临床工作者、进行造口定位手术的外科医生、学术界人士、研究者、教育工作者以及行业代表/相关企业等提供反馈,以获取更广泛的利益相关者意见。利益相关者提供的反馈将由指南制定小组进行评审,如有必要,小组将对其中提出的额外证据进行评审,并将其纳入IOG(第三版)终稿。

讨论

临床指南及其制定必须体现循证医疗的原则,正是这些原则确立了高质量护理的期望标准。JBI提出了一套与WCET®使命相关的循证医疗流程,并总结了指南制定小组所采用的整体指南制定过程。16, 17JBI的FAME模型16(见图1)指出,循证医疗必须在可行性、适当性、意义性和有效性(FAME)背景下实施。这四个原则同样构成了IOG(第三版)制定方法的基础。

 

haesler fig 1.png

图1:Joanna Briggs Institute循证医疗模型(FAME模型)16(经授权使用)

 

FAME模型16强调了五个构成全球循证医疗核心的基本要素:全球健康、证据生成、证据整合、证据传播与证据实施。临床指南本身即是整合证据的一种来源(见图1蓝色部分)。然而,IOG(第三版)的制定过程涵盖了FAME模型中的所有关键要素,突出了该指南更新过程如何充分体现循证医疗的核心理念。

IOG(第三版)指南的制定有助于促进全球健康。当研究问题源于目标人群的知识需求,并采用指南方法中所建议的协作方式时,医疗保健的可持续性将更高。通过让造口患者、WCET®委员会、专业委员会及国际代表以及其他利益相关者积极参与,将提升该指南在全球范围内的适用性。造口患者、ET/造口/肠造口护理护士/临床工作者以及进行造口定位手术的外科医生所面临的知识需求,构成了本指南所要解答的临床问题的基础。

FAME模型指出,证据的生成基于循证医疗的三大支柱:设计良好的研究、医疗保健专业人员和健康服务使用者的专业知识,以及交流和讨论。16, 17在整个IOG(第三版)制定过程中,指南制定小组通过开展交流与讨论,生成新的实践指导,在证据生成方面发挥了积极作用。这一过程通过在方法中纳入正式的共识决策流程得以实现,从而确保就推荐意见达成共识。此外,证据评审过程还将识别并强调当前存在的证据空白,为未来的研究提供方向。

如上述方法所言,证据整合是指南制定过程中的一个关键环节。指南制定的重点在于识别、评价并将证据整合为证据概要,从而为制定临床推荐意见提供依据。所采用的方法旨在提升指南使用者对内容透明度的理解,明确标示出各项推荐意见所依托证据的等级与强度。

在FAME模型中,证据传播是指旨在促进在本地(地理和临床)背景下获取并应用证据的主动性和参与性过程。16IOG(第三版)能提供可纳入本地医疗体系的推荐意见,为ET/造口/肠造口护士/临床工作者及造口患者提供相关教育,并主动推广证据研究结果,在证据传播方面发挥重要作用。

最后,IOG(第三版)的制定方法也体现了FAME模型中关于证据实施的要素。通过在全球范围内广泛吸纳各类利益相关者,指南制定过程旨在将最佳实践纳入并支持在多样化的本地环境中实施。国际临床指南的制定旨在纳入最新的高质量证据,考虑推荐意见在实施过程中的促进因素和障碍,咨询关键意见领袖,促进指南的应用,从而推动实践变革。

结论

本文概述了由WCET®和ISUCRS联合开展的IOG
(第三版)指南制定工作的方法学。该方法融合了当前先进的临床指南制定流程,体现了循证医疗的基本原则,确保第三版IOL指南在科学质量上有所提升,并对临床决策产生实际、积极的影响。最重要的是,这一系列方法彰显了
WCET®、ISUCRS及指南制定小组的核心价值Å\Å\通过将造口患者的真实体验以及ET/造口/肠造口护士/临床工作者的专业知识纳入指南制定过程,推动全球范围内以整体照护为核心的造口护理实践,促进世界各地所有造口患者都能获得最佳护理服务。

利益冲突

作者声明无任何利益冲突。

致谢

世界造口治疗师委员会®衷心感谢Hollister公司为支持IOG(第三版)的制定工作提供的无限制教育资助,

但该指南是由WCET®及其合作机构ISUCRS联合完成的独立作品,其内容和结论不会受到提供无限制教育资助的公司的影响。


Author(s)

Emily Haesler*
PhD P Grad Dip Adv Nurs (Gerontics) BN FWA
Adjunct Professor, Curtin University
Adjunct Associate Professor, Australian Centre for Evidence Based Aged Care,
La Trobe University

Elizabeth A Ayello
PhD RN CWON ETN MAWPCA FAAN
WCET® Immediate Past President

Laurent O Chabal
BSc (CBP) RN OncPall (Cert) Dip (WH) ET EAWT
WCET® President 2022–2026

Denise Hibbert
MSc-WHTR RGN BSc DipHE ONC STN FSSCRS
WCET® President-Elect 2022–2026

Jennifer L Prentice
PhD BN RN STN FAWMA
WCET® Journal Editor

Joaquim Costa Pereira
MD PhD
Chair Education Committee ISUCRS

Joseph W Nunoo-Mensah
MBBS MB FRCS ChB LLM
Immediate Past President ISUCRS

Julie Atkinson
Patient Representative

Richard McNair
Chairman International Ostomy Association, Patient Representative

* Corresponding author

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