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The Playbook: Digital Clinical�Measures

Introducing the essential guide for successful remote monitoring across clinical research, clinical care, and public health.

FOCUS: Driving adoption

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Source: Playbook team analysis

A heart-beat is a heart-beat.

Sleep is sleep.

The Playbook / Quick Start Guide / Our goal

Digital clinical measures should:

  • measure what matters most to patients, participants, professionals, and people.
  • improve decision-making and make a difference.
  • be defined and deployed similarly across clinical research, clinical care and public health.

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Source: Playbook team analysis

The Goal:

To build through collaboration a broadly accepted, shared foundation for developing and deploying digital clinical measures across clinical research, clinical care, and public health.

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The Playbook / Quick Start Guide / The goal

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Source: Playbook team analysis

Benefits of digital clinical measures span research, care, and public health

To accelerate

clinical research

  • Accelerate timelines and decrease cost (e.g., improve enrollment; increase study power; reduce sample sizes; speed time to determine intervention effects)
  • Increase applicability of research results to broader populations
  • Better inform go/no-go, regulatory, and reimbursement decisions
  • Create more accessible, patient-centric research

To enhance

clinical care

  • Improve the quality of information available to clinicians
  • Improve care efficiency by moving from a 9-5 to a 24/7 model of care
  • Create more accessible, patient-centric care

To power

public health

  • Identify risk behaviors and risk factors
  • Deliver timely interventions towards improved prevention
  • Provide surveillance tools to recognize trends that influence health outcomes
  • Better inform public health decision-making

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The Playbook / Quick Start Guide / Benefits

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Source: “Visible vs. Invisible Data” chart designed by Evidation Health, re-worked by Elektra Labs, Playbook team analysis

The Playbook / Quick Start Guide / Benefits

Measuring health using digital sensing products offers a more holistic view of a person’s lived experience

Data collected from traditional visits to hospitals, clinics, and sites

Data collected during �everyday life

Visible Data Points�(episodic)

Invisible Data Points

(continuous)

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Source: Playbook team analysis

The Playbook can help you answer questions such as:

The Playbook / Quick Start Guide / Your questions answered

How do I know what technology product is right for my patients / participants / population?

Start at slide #75

How do I know what to measure when considering a digital measurement product?

Start at slide #31

How do I know / can I show that a given digital clinical measure is ‘validated’?

Start at slide #59

I’m waiting for regulations to catch up with innovations in remote monitoring. How can I help?

Start at slide #228

I know what I want to measure and the technology to use: Now how do I make it work in practice?

Start at slide #144

I want to use digital clinical measures ethically. What are the most important considerations?

Start at slide #171

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NOTE: We intentionally do not use the word “devices” as this is considered a “Term of Art” within regulatory circles and not all connected sensor technologies for remote monitoring will be classified as a medical “device” per the FDA and other regulators.

Source: Playbook team analysis

The Playbook focuses on connected sensor products used outside of the clinic

In Scope

Connected sensor products

  • Also known as digital sensing products or biometric monitoring technologies (BioMeTs)
  • Sometimes these technologies are worn and thus called “wearables”
  • And/or internet of medical things (IoMT) (e.g., smart speakers, internet connected scale)

Out of Scope

Digital Therapeutics (DTx) - software-only products that intervene

Communication technologies (e.g., video conferencing)

Survey-based assessments that do not require sensors (e.g, electronic patient-reported outcomes)

The Playbook / Quick Start Guide / Scope

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Source: Playbook team analysis

We don’t expect you to learn all of this in one go! This is a marathon. Not a sprint. This is a set of tools to use along your journey.

PRO TIP

Take your time

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The Playbook / Quick Start Guide / How to use

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Source: Playbook team analysis

Build the foundation �for digital clinical measures

Measures

What do you want to measure? Why?

Operations

What’s needed �to deploy remotely and at scale?

Technologies

What are the right tools for the job?

Then customize by context of use...

...to accelerate Clinical Research.

...to enhance Clinical Care..

...to power Public Health..

The Playbook / Quick Start Guide / Building the foundation

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The Playbook / Quick Start Guide / Order matters

You can avoid common, order-related pain points if you follow sequentially the steps we outline in The Playbook!

PRO TIP

Order Matters

Source: Playbook team analysis

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The Playbook / Quick Start Guide / Order matters

Measures

“Parkinson’s patients tell us that being able to walk independently is important, so we’re interested in measuring activity”

Following The Playbook flow, you’ll avoid order related pain points

Technologies

“Using a smartwatch with accelerometer”

Operations

“Deploying 250 smartwatches across 15 countries”

OPTIMAL FLOW

Technologies

“I saw a cool Apple watch at a Conference”

Operations

“I ordered 250 of them! Shipping to our patients.”

Measures

2 years later reviewing results: “Discard data. No clinically relevant signals yet in Parkinson’s”

COMMON ISSUE #1

Operations

“We’re deploying 250 smartwatches across 15 countries”

Technologies

“Patients are having Bluetooth connection issues; security incident. Compliance is down”

Measures

“We weren’t able to gather any usable data to construct a measure”

COMMON ISSUE #2

Source: Playbook team analysis

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Source: Playbook team analysis

The Playbook builds a shared foundation for developing and deploying digital clinical measures using a step-wise approach:

The Playbook / Quick Start Guide / Order matters

Measures

Technologies

Operations

  1. Determine the meaningful aspect of health (MAH)
  2. Identify the concept of interest (COI)
  3. Define the digital measure (e.g, outcome/endpoint)

Opportunities for collaboration across industry include:

Promoting a culture of ethics to ensure equity and justice

Setting and developing standards for digital measures

Developing benchmarks to compare digital measures (e.g., algorithms)

Participating in the policy and regulatory process (e.g. public comments)

Evaluate the risk/benefit to ensure safety and efficacy (e.g., validation (V3), utility & usability, security, data rights)

Plan for the jobs to be done during deployment (e.g., purchasing, distribution, monitoring, data analysis)

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Source: Playbook team analysis

The Playbook builds a shared foundation for developing and deploying digital clinical measures using a step-wise approach:

  1. Determine the meaningful aspect of health (MAH)
  2. Identify the concept of interest (COI)
  3. Define the digital measure (e.g, outcome/endpoint)

Opportunities for collaboration across industry include:

Promoting a culture of ethics to ensure equality and justice

Setting and developing standards for digital measures

Developing benchmarks to compare digital measures (e.g., algorithms)

Participating in the policy and regulatory process (e.g. public comments)

Measures

Technologies

Operations

Evaluate the risk/benefit to ensure safety and efficacy (e.g., complete validation (V3), utility & usability, security, data rights)

Plan for the jobs to be done during deployment (e.g., purchasing, distribution, monitoring, data analysis)

The Playbook / Quick Start Guide / Measures

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PRO TIP

Clinical meaningfulness of the measure must always be established first

This applies regardless of whether a digital clinical measure is being used to support clinical research, clinical care or public health.

The Playbook / Quick Start Guide / Measures

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Begin by using the V3 framework to evaluate whether a digital measurement product is fit-for-purpose

Verification evaluates sample-level sensor outputs

Analytical validation evaluates the performance of an algorithm to convert sensor outputs into physiological metrics using a defined data capture protocol in a specific subject population

Clinical validation evaluates whether the physiological metric acceptably identifies, measures, or predicts a meaningful clinical, biological, physical, functional state, or experience, in the stated context of use and specified population

The Playbook / Quick Start Guide / Measures

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The Playbook builds a shared foundation for developing and deploying digital clinical measures using a step-wise approach:

The Playbook / Quick Start Guide / Technologies

Source: Playbook team analysis

  1. Determine the meaningful aspect of health (MAH)
  2. Identify the concept of interest (COI)
  3. Define the digital measure (e.g, outcome/endpoint)

Opportunities for collaboration across industry include:

Promoting a culture of ethics to ensure equality and justice

Setting and developing standards for digital measures

Developing benchmarks to compare digital measures (e.g., algorithms)

Participating in the policy and regulatory process (e.g. public comments)

Measures

Technologies

Operations

Evaluate the risk/benefit to ensure safety and efficacy (e.g., complete validation (V3), utility & usability, security, data rights)

Plan for the jobs to be done during deployment (e.g., purchasing, distribution, monitoring, data analysis)

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DRAFT FOR PUBLIC COMMENT

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Does the tool measure what it claims to measure? Is the measurement appropriate for the target population?

Does the manufacturer build safety by design? Is there a Disclosure Policy? Software Bill of Materials?

Who has access to the data and when? Is the privacy policy publicly accessible?

How is the tool worn? Battery life? Available technical support?

What’s the net benefit versus price? Is cost a one-time or subscription model?

V3: Verification, Analytical Validation and Clinical Validation

Security

Data Rights, Privacy, & Governance

Utility andUsability

Economic �Feasibility

An evaluation framework for fit-for-purpose digital measurement products

The Playbook / Quick Start Guide / Technologies

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Source: Playbook team analysis

The Playbook builds a shared foundation for developing and deploying digital clinical measures using a step-wise approach:

The Playbook / Quick Start Guide / Operations

  1. Determine the meaningful aspect of health (MAH)
  2. Identify the concept of interest (COI)
  3. Define the digital measure (e.g, outcome/endpoint)

Opportunities for collaboration across industry include:

Promoting a culture of ethics to ensure equality and justice

Setting and developing standards for digital measures

Developing benchmarks to compare digital measures (e.g., algorithms)

Participating in the policy and regulatory process (e.g. public comments)

Measures

Technologies

Operations

Evaluate the risk/benefit to ensure safety and efficacy (e.g., complete validation (V3), utility & usability, security, data rights)

Plan for the jobs to be done during deployment (e.g., purchasing, distribution, monitoring, data analysis)

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Source: Playbook team analysis

Four stages of operational considerations when deploying remote monitoring

The Playbook / Quick Start Guide / Operations

Post Go-Live

Close Out

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Procure digital measurement products

Prepare product-level ecosystem

Go Live

‘Close out’ processes look different across research, care and public health, though exist across all contexts

  • Monitor and serve the population
  • Provide alerts, software updates, maintenance
  • Tech support as needed
  • Authenticate, configure, and provision the tech
  • Integrate tech into broader platform
  • Prepare User Acceptance testing (UAT)
  • Train the staff

Acquire access to the needed technologies

Patients start using digital measurement products

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Digital measurement products are, by definition, connected to the internet. They are a type of internet of (medical) things (IoMT) product.

With IoMT, you almost never deploy and forget. These deployments are not static. Lessons from the world of traditional IoT can inform healthcare deployments.

PRO TIP

Operational considerations pull from internet of (medical) things (IoMT) concepts

The Playbook / Quick Start Guide / Operations

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Source: Playbook team analysis

The Playbook builds a shared foundation for developing and deploying digital clinical measures using a step-wise approach:

The Playbook / Quick Start Guide / Collaborative opportunities

Opportunities for collaboration across industry include:

Promoting a culture of ethics to ensure equity and justice

Setting and developing standards for digital measures

Developing benchmarks to compare digital measures (e.g., algorithms)

Participating in the policy and regulatory process (e.g. public comments)

  1. Determine the meaningful aspect of health (MAH)
  2. Identify the concept of interest (COI)
  3. Define the digital measure (e.g, outcome/endpoint)

Measures

Technologies

Evaluate the risk/benefit to ensure safety and efficacy (e.g., complete validation (V3), utility & usability, security, data rights)

Operations

Plan for the jobs to be done during deployment (e.g., purchasing, distribution, monitoring, data analysis)

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Source: Playbook team analysis

You should evaluate whether and how the connected sensor products deployed may be received and check assumptions about the use of technology that may not be shared across the study or patient population.

PRO TIP

Be intentional about instilling fairness and equity

The Playbook / Quick Start Guide / Ethics

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Source: Playbook team analysis

Benchmarking is essential to building confidence in digital clinical measures

Benchmarking digital clinical measures addresses a number of challenges, including:

  • Challenges of real-world use of remote monitoring.
  • Identifying the best measure when there are multiple approaches to measuring the same concept.
  • Evaluating quality when the phenomenon being measured is poorly understood.

The Playbook / Quick Start Guide / Benchmarking

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What is a standard?

  • An agreed upon method for doing something.
  • Aids unambiguous implementation and audit.
  • Established by industry consensus and adopted or promoted by a regulatory body.

Digital medicine standards 101

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The Playbook / Quick Start Guide / Standards

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PRO TIP

The federal rulemaking process in the U.S. is designed to include opportunities for public participation.

You can directly participate in the rulemaking process by submitting comments to public dockets.

The Playbook / Quick Start Guide / Policy making

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Source: Playbook team analysis

You’ve built the foundation... �

Measures

What do you want to measure? Why?

Operations

What’s needed �to deploy remotely and at scale?

Technologies

What are the right tools for the job?

Now customize by context of use.

...to accelerate Clinical Research.

...to enhance Clinical Care..

...to power Public Health..

The Playbook / Quick Start Guide / Customize by context of use

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Source: Playbook team analysis

Considerations for clinical research also follow the measures, technologies, and operations framework

Design & Feasibility

Start-up Study

Run Trial

Preparing for Regulatory Submission

  • Determine Clinical Outcome Assessment vs. biomarker
  • Select and position endpoint
  • Regulatory status of the technology
  • Implement Quality by design (QbD) principles to ensure data quality
  • Decide whether real-time data sharing is optimal
  • Evaluate End User License Agreements & Terms of Service
  • Negotiate contracts with tech vendors
  • Data access
  • Ensure regulatory compliance (e.g. 21 CFR Part 11)
  • Train trial staff on technologies & develop participant training
  • Develop suitable informed consent
  • Build technology management plan (ex: handling technology failure)
  • Conduct study monitoring
  • Conduct safety monitoring
          • Include participant expectations
  • Prepare for inspection
  • Source data
  • Audit trails
  • Prepare and submit marketing application to FDA
  • Documentation to include

The Playbook / Quick Start Guide / Customize by context of use / Clinical research

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Measures

Technologies

Operations

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Source: Playbook team analysis

Considerations for using remote monitoring in clinical care

The Playbook / Quick Start Guide / Customize by context of use / Clinical care

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The Playbook touches on the following key issues to drive the adoption of safe and effective digital clinical measures in clinical care.

Addressing reimbursement challenges

Reconciling remote monitoring and clinical workflows

Optimizing responses to information generated by remote �monitoring

Developing guidelines for implementation of remote monitoring, by traditional and new healthcare organizations

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Promoting ‘fit-for-purpose’ remote monitoring in public health requires attention to three areas

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Source: Playbook team analysis

Measures are equally meaningful to all members of the population and occur with sufficient prevalence to be valuable for informing response initiatives

A technology driven approach is

Technology driven approaches to remote monitoring are operationalized to uphold principles of equity and justice

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Appropriate

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Suitable at scale

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Trusted

The Playbook / Quick Start Guide / Customize by context of use / Public health

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Source: Creative Commons, Playbook team analysis

How to share and adapt The Playbook in your work

Under the following terms:

  • Attribution—You must give appropriate credit, provide a link to the license, and indicate if changes were made. You may do so in any reasonable manner, but not in any way that suggests the licensor endorses you or your use.
  • ShareAlike—If you remix, transform, or build upon the material, you must distribute your contributions under the same license as the original (CC-BY-SA 4.0). This license must be maintained on any derivative works, including a link back to the original Playbook.
  • Please include the following statement in your license: “Source: Content derived from playbook.dimesociety.org

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The Playbook / Quick Start Guide / License

You are free to:

  • Share—copy and redistribute the material in any medium or format
  • Adapt—remix, transform, and build upon the material for any purpose, even commercially.

This license is acceptable for Free Cultural Works. The licensor cannot revoke these freedoms as long as you follow the license terms.

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