Tools & Educational Library

Tools and educational materials, created by Delfini, to help you perform a variety of tasks including critical appraisal of the medical literature and clinical quality improvements, are freely available below.

Our favorites! Now with starfish!

Our site makes available other resources as well from the work of others and other work we have done including clinical guidelines, systematic reviews, evidence-based commentaries, case studies and more. See Resources.

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Delfini Group EBM Dolphin

Also creators of
medicalleaders.org


 

Terms of Use
In downloading or reviewing any of these tools or revewing any the information conveyed in this website which represents our original work, you implicitly agree that you have read our Notices and that you will not use these tools for any commercial purpose outside of delivering usual patient care such as would be provided by a health care system or individual clinician or by an EBM work group, without our permission, plus that you will seek our permission to create any derivative work or for any work utilizing any part of these tools in publication. You also agree that you will abide by the spirit of this intended agreement, and what it is attempting to effect, regardless of its specific wording. Lastly, you agree that you will convey these stipulations to any to whom you provide copies of our work.

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Because we are continually refining our tools, we recommend that you download tools just-in-time rather than storing them on your own computer to ensure you are getting our best version.


Other Items of Interest

FAV Possibly Our Most Important Reading

Delfini Fact Sheet: Quality of Care, Quality of Science & Importance of Critical Appraisal Skills
Why we are doing this work; why critical appraisal matters...

Short version: Delfini Flier

Overview: Framework for Evidence-based Critical Appraisal & Decision-making
[PDF][WORD]
New 08/02/2011

Overview: Framework for Evidence-based Critical Appraisal for Clinical Improvement Work
[PDF][WORD]
Version 10/31/2010

Critical Appraisal Online Tutorial: A brief (and hopefully fun) online tutorial on the basics of critical appraisal of therapeutic interventions. The emphasis is on evaluating efficacy claims of primary studies using superiority designs.

Utility Tools
  • EBM Glossary Online
  • Searching the Medical Literature Tool [WORD] Version 10/13/2011
    • Delfini Favorite Sources [PDF] Version 10/13/2010
  • See also tools for Documentation
  • Others available at Delfini Web Links

Critical Appraisal Tools

Also see Critical Appraisal Online Tutorial: A brief (and hopefully fun) online tutorial on the basics of critical appraisal of therapeutic interventions. The emphasis is on evaluating efficacy claims of primary studies using superiority designs.

Topic
Code
Item How We Use Them Get

CRITICAL APPRAISAL
Primary Studies
: Short Tools

Efficacy of therapies in superiority trials; some with notes and considerations for other circumstances

 

FAV

1-Pager
Pearls: Basics of Evaluating Evidence in Superiority Trials for Therapies

Aka The Short Essensials Teaching Tool for Superiority Trials for Therapies
Version 06/08/2011

Novice/
Intermediate teaching tool, self-study guide, reminder tool

[WORD]
[PDF]

 

FAV

1-Pager
Quick Checklist for Efficacy of Therapeutic Interventions (with supplemental questions for diagnostic testing and screening)

Aka The "Short" Delfini Critical Appraisal Checklist
Version
06/08/2011

All levels for reviewing with articles

[WORD]
[PDF]

1-Pager
Pearls: Reminders for Validity Detectives for Critical Appraisal for Efficacy of Therapies

Version 03/11/2011

Novice process key points

[WORD]
[PDF]

CRITICAL APPRAISAL
Primary Studies
: Comprehensive Tool

FAV

~14 Pages
Primary Studies: Long Tool
Short EBM "Textbook"

Version 10/11/2011

Explains concepts in the short tools and more; teaching tool, self-study guide [WORD]
[PDF]
: Diagnostic Testing FAV

1-Pager
Pearls: Diagnostic Testing

Version 07/30/2010

Considerations [WORD]
  Diagnostic Testing Calculator For calculating measures of test function and getting results in natural English [Excel]
: Screening  

1-Pager
Screening

Version 07/30/2010

Considerations [WORD]
: Oncology FAV 

1-Pager
Chart of Oncology Outcomes

Version 10/01/2010

Chart of various outcomes with issues discussion [WORD]
[PDF]
RESULTS ASSESSMENT    FAV 

1-Pager
Analyzing Results

IMPORTANT: Includes information on assessing confidence intervals (also see Primers)

Version 10/31/2011

Tips on assessing results and determining meaningful clinical benefit [WORD]
[PDF]
 

1-Pager
Composite Endpoints

Version 08/31/2010

Considerations [WORD]
[PDF]
FAV

1-Pager
Intention-to-Treat (ITT) Analysis

Version 10/25/2011

Considerations

[WORD]
[PDF]

  ITT Recalculation Spreadsheet Aids with assignng missing values and re-computing p-value [Excel]
FAV

1-Pager
Time-to-Event-Analysis

Version 06/21/2011

Considerations [WORD]
[PDF]
 

1-Pager
Comparative Study Designs of Clinical Trials (Equivalence and Non-inferiority Trials)
(see also Primers)

Version 11/21/2010

Considerations for non-inferiority and equivalence trials [WORD]
SAFETY  

1-Pager
Pearls: Safety

Version 11/20/2010

Considerations [WORD]
[PDF]

SAFETY &
REGISTRIES

NEW

1-Pager Registry Evaluation Checklist: Safety of Interventions
Critical appraisal considerations for evaluating registries for use for safety assessments and safety studies.

New 10/08/2010
Version 11/23/2010

Considerations [WORD]
CRITICAL APPRAISAL
Secondary Studies
& Secondary Sources
NEW

1-Pager on Working with Secondary Resources
Secondary studies & sources should be critically appraised. See tools below. Also the scientific content used in the source should be critical appraised or, at the very least audited: these are pearls for how to do that.

New 09/08/2010

Principal advice for working with secondary studies & sources including audit advice [WORD]
[PDF]
CRITICAL APPRAISAL
Secondary Studies
: Short Tool

1-Pager
Pearls: Basics of Evaluating Secondary Studies (including meta-analyses)

New 08/21/2010

Novice/
Intermediate teaching tool, self-study guide, reminder tool

[WORD]
[PDF]

 

CRITICAL APPRAISAL
Secondary Studies
: Comprehensive Tool
FAV 

~10 Pager
Systematic Review Tool

Principal tool for appraising secondary studies; teaching tool, self-study guide [WORD]
[PDF]
CRITICAL APPRAISAL
Secondary Sources
: Short Tool
NEW

1-Pager
Pearls: Basics of Evaluating Secondary Sources (eg, clinical guidelines, pathways, clinical recommendations, disease management protocols)

New 09/07/2010

Novice/
Intermediate teaching tool, self-study guide, reminder tool

[WORD]
[PDF]

 

CRITICAL APPRAISAL
Secondary Sources
: Comprehensive Tool
FAV

~10 Pager
QI Project Appraisal Tool

Secondary Sources reference primary and secondary studies (e.g., clinical guidelines, disease management protocols, pathways, etc.)

Principal tool for appraising secondary sources; teaching tool, self-study guide [WORD]
[PDF]
CRITICAL APPRAISAL
Economic Studies
: Comprehensive Tool
FAV

2-Pager
Healthcare Economic Study Review Tool

Version 10/31/2011

Principal tool for appraising any economic studies such as cost-effectiveness analyses and pharmacoeconomic studies; teaching tool, self-study guide [WORD]
CONCLUDING & SUMMARIZING   NEW

1-Pager
Grading

Version 06/08/2011

Short advice on evidence grading [WORD]
[PDF]
FAV

Grading, Wording Conclusions and Results Table Tool
 

Version 06/14/2011

Principal tool for advice on grading and wording; results table tool is a cut-and-paste utility

Also information on systems GRADE and AHRQ-EHCP

[WORD]
[PDF]
 

Ideal Study Parameters

Version 02/28/2011

Preparation for scientific review [WORD]
NEW

1-Pager
Evidence Synthesis Overview

Version 04/12/2011

Short advice on creating an evidence summary [WORD]
  Evidence Synthesis Tool Tips for combining results from multiple studies [WORD]
NEWFAV

The Delfini Decision-support Semaphore Example: MRI for Women at High Risk of Breast Cancer

starfish 

New 03/01/2011

Example of a way to present highly complex evidence-based information and other considerations

[WORD]
[PDF]

  Qualitative Systematic Review Template Master document for assembling a scientific review and report generation Available only through Delfini Programs

DOCUMENTATION
: Primary Studies

  Study Summary & Critique For online documentation for project work [WORD]
  Mini-online application version

For online documentation for project work

[WORD]
 

Quick Appraisal Topic Report Form

Also contains our short list of our favored sources!

New 02/14/2011

Another mini! It's good to have various formats to report evidence findings depending on needs. This one is a shorty for when your time is limited and you need to keep the report brief. Quick process steps included.

[WORD]

Search Documentation For online documentation for project work [WORD]
Critical Appraisal Primers & White Papers
Evidence Essentials—Critical Appraisal Online Tutorial: A brief (and hopefully fun) online tutorial on the basics of critical appraisal of therapeutic interventions. The emphasis is on evaluating efficacy claims of primary studies using superiority designs.
Study Design Issues     Case Series Problems with [PDF]
FAV

Observations for Interventions

General weaknesses of observations [PDF]
  Problems with Narrative Reviews Problems with [PDF]
Various Topics  

Comparative Directions
(See also Critical Appraisal 1-Pager)

General issues and considerations [PDF]
  Attrition Bias Problems with [PDF]
 

Missingness

Version 10/11/2011

White paper on issues [PDF]
FAV 

How to Read a Forest Plot

Teaching aid, self-study guide [PDF]
FAV  Confidence Intervals & Their Use for Interpreting Significance of Results
 
Teaching aid, self-study guide [PDF]
 

Correlation Analysis
New 06/13/2011

1-pager

[WORD]

NEW

"Real World" Data
New 10/31/2011

1-pager

[PDF]

Evidence-based Committee Help
General   EBM Committee Tips Tool General operational suggestions  [WORD]
Formulary Management
: Comprehensive
FAV 

Committee Deliberations Tool & EBM Pharmacy & Therapeutics Committee Tips Tool

Sequential steps and detailed tips for effective committee functioning and decision-making

Available only through Delfini Programs

Formulary Management
: Member Checklist
 

1-Pager
Considerations list for committee members

Teaching aid, self-study guide, committee utility tool Available only through Delfini Programs
Formulary Management Publications FAV   Monograph and systematic review preparation help Online at links to the left
Medical Technology Assessment
: Comprehensive
 

EBM Medical Technology Assessment Committee Tips Tool

 Sequential steps and detailed tips for effective committee functioning and decision-making Available only through Delfini Programs
Quality Improvement Project Mangement Help
EB QI Model   Evidence-based Value Model for Clinical Quality Improvement Beyond process improvement, a model for EBQI Online mini version
The EB QI Team & the EB QI Project
: Comprehensive
FAV  Suggestions for Evidence-based Quality Improvement Teams: Conducting Projects
 
Sequential steps and detailed tips for creating and managing EB-QI teams and projects [WORD]
Project Development  

Project Proposal Tool

Considerations [WORD]
Impact Assessment   Project Change Assessment Tool Key considerations in addition to cost [WORD]
Impact Assessment Scenario   Flowing Evidence into Cost Analysis: Powerful Ways with NNT A little illustration of some helpful ways to use NNT Online
Implementation FAV  Project Implementation Strategies and Tool
 
Strategies for creating behavior change and implementing projects [WORD]
Measurement
: Primer
FAV 

2-Pager
Quality Measurement Efforts

 

Teaching aid, self-study guide  [PDF]
Performance Measurement
: Comprehensive
 

Performance Measures (including selecting good projects)

See also Delfini Publication Page: Performance Measurement

Sequential steps and detailed tips for development, implementation, reporting and more [WORD]
Cost Analysis Help  

See Critical Appraisal Tools for "Healthcare Economic Study Review Tool"

   
Evidence Outcomes into Cost  

NNT Comparison Calculator

A spreadsheet calculator to do NNT conversions for cost analysis [Excel]
More Cost Analysis Tools & Ideas

Electronic Spreadsheet Templates & Approaches (for ideas only!)
Example for projecting impacts of change - Hypothetical Venous Ulcer Project [PDF] & [Excel] (There is no guarantee on the formulas, utility or anything else — you will need to examine closely and apply your own Excel skills and common sense to use!)

& Approaches (example online at On The Same Page™ - Flowing Evidence into Cost Analysis: Powerful Ways with NNT)

IBS Example — Impact Assessment Template & Sample: Spreadsheet template included as an optional, customizable aid designed to help health care organizations project potential changes which may result from successful guideline implementation. A completed tool is included as an example and was constructed using assumptions generated through meetings with national medical leaders. Overwrite these assumptions to reflect your own along with your local conditions. Use to perform sensitivity analyses. Useful, when modified, for other clinical improvement projects. Click here to download the sample tool — Impact Assessment Template [Excel]

Patient Tools for Healthcare Providers (& One for Patients)
Information Development Help   Patient Information & Decision Aids Tool Considerations for patient communication tools  [WORD]
Decision Support Help FAV  Rx Messaging Scripts Template
(Messaging script examples are available online.)
 
Treatment messaging & decision support tools for specific clinical topics [WORD]
Engagement Help FAV 

GLIDE Patient Information & Engagement Encounter Map

  • Greet
  • Listen
  • Inquire & Exchange Information
  • Determine & Decide
  • End

Communication tool for physicians and others who directly engage with patients to provide information, decision and action-oriented information during clinical encounters [PDF] & [WORD]
 General Help   On the Same Page ™ — for Practitioner/Patient Information & Decision Aids A variety of patient-centered readings, examples and help Online at links to the left
 For Consumers   Consumer Tips To Aid in Evaluating Health Care Quality  For patients  [WORD]
General Help for the Evidence-based Organization
 The EBM Organization FAV  Health Care Quality System Assessment Tool
Tool for assessing how prepared organizations are to apply an evidence-based quality approach; requirements [WORD]
 FAV 

Delfini Pearls: Key Considerations for the Evidence- & Value-based Organization
and for Evidence- and Value-based Clinical Quality Improvement Efforts

New 09/10/2010

Tool for helping health systems organize for an evidence-based approach

[WORD]
[PDF]

EBM Organization Publications   American College of Physician Executives publication page: The EBM Organization 3-part series General information Online at links to the left
 ROI   The Return-on-Investment for EBM  Case studies and stories  [online]
Miscellaneous Other Tools

Delfini Law & Medicine Tool

  1. Checklist for Evaluating the Evidence-based Medicine Approach of Medical “Experts” [WORD]

Delfini Meeting & Office Management Tools (see above in various sections for EBM Committee tools)

  1. Effective & Efficient Meetings [WORD]
  2. Agenda Builder (no instructions provided and requires knowledge of Excel) [Excel]
  3. Webinar Tips [WORD]

Research Searching Tips
Caveats abound! A number of years ago, I was asked to lead a session on research searching at UCSD. I make no claims to the utility or completeness of this document — plus this was specifically geared to UCSD faculty, staff and students. But in case this is useful to someone else, here 'tis. [PDF] Sheri

EBM Delfini Guiding Lights

Delfini SERVICES
We offer a wide range of supportive services with the ultimate goal of increasing health care organizations’ and clinicians’ abilities to provide high quality, evidence-based care and to improve medical decision-making for organizations, leaders, teams, clinicians and patients.

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Use of this website implies your agreement to our Notices.

EBM Solutions for Evidence Based Health Care Quality