Submitted:
17 November 2025
Posted:
18 November 2025
You are already at the latest version
Abstract
Keywords:
Contributions to the Literature
- Electronic signposting could be a low-cost and effective method to increase the reach of cancer prevention interventions, but theory for optimising its implementation is lacking.
- We used realist review to generate novel programme theory to understand what type of electronic signposting works, for whom, and in what circumstances.
- Simple messages tailored to patient characteristics increased patient ‘buy-in’, usability and ‘techno-optimism’. For professionals, a good fit with organisational priorities, finances and workflow was key. The theory demonstrates that electronic signposting is highly context specific and requires design input from diverse patients and professionals, to maintain relationships, and promote implementation success.
Background
Methods
Development of Initial Programme Theory
Searches
Study Inclusion and Selection
Study Quality Assessment
Data Extraction
Realist Synthesis
Results
Included Studies
Study Characteristics
eSignposting Characteristics and Outcomes
Refined Programme Theory
Patient ‘Buy-In’ to eSignposting
Provider ‘Buy-In’ to eSignposting
Patient Perceived System Usability
Provider Perceived System Usability
Patient ‘Techno-Optimism’
Provider ‘Techno-Optimism’
Patient-Professional Solidarity
Discussion
Review Strengths and Limitations
Recommendations for Further Research
Conclusions
Supplementary Materials
Author Contributions
Funding
Institutional Review Board Statement
Informed Consent Statement
Data Availability Statement
Acknowledgments
Competing Interests
References
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| Author and year | Quality appraisal | Cancer intervention | Study type, Setting | eSignposting characteristics | CMOCs identified |
| Ackermann 2023 [33] | Relevance: High Richness: High Rigour: Medium |
Weight-management | Randomised feasibility trial USA: 1 general internal medicine practice |
1 EHR portal message offering services to support weight-loss. Followed by ‘periodic’ messages encouraging use of resources. | 1, 5, 7, 8, 12, 16, 17, 20, 21, 23, 24, 29, 32, 36, 37, 38, 41, 42, 45, 46, 47, 48, 50, 51, 52, 54, 56 |
| Azevedo 2023 [34] | Relevance: High Richness: Medium Rigour: High |
Self-care behavioural intentions | Correlational USA: Community setting |
Participants were presented with hypothetical scenarios that contained six patient portal messages. | 1, 2, 6, 7, 22, 24, 30, 46, 47, 53 |
| Bayard 2022 [35] | Relevance: Medium Richness: Medium Rigour: Medium |
Breast cancer | Review USA: General healthcare |
Review concerning EHR notifications for breast cancer. | 4, 6, 8, 16, 20, 21, 32, 44, 46, 49 |
| Begnaud 2017 [36] | Relevance: High Richness: Medium Rigour: High |
Lung cancer screening | Randomised feasibility trial USA: 1 academic medical centre |
1 portal message informing patients of a new preventive care service, with a duplicate message sent after 30 days to patients who failed to read the initial message. Patients were sent a follow-up portal message indicting eligibility for lung cancer screening. Control group received no messages. | 1, 6, 8, 17, 20, 21, 26, 29, 45, 48, 57 |
| Combest 2019 [13] | Relevance: High Richness: Medium Rigour: Medium |
Exercise and nutrition | Single-arm pragmatic trial USA: Military healthcare system |
1 health promotion email including follow-up information for appointments; followed by a survey for users who consented to this. | 1,12, 13, 17, 24, 34, 41, 45, 47, 51, 54, 55 |
|
Coronado 2023 PROMPT study [37] Coronado 2019 [74] Coronado 2021 [84] Coronado 2024 [63] Escaron 2022 [85] Schneider 2023 [68] Thompson 2019 [59] |
Relevance: High Richness: High Rigour: High |
Colorectal cancer screening | Stepped-wedge, cluster randomised trial USA: Primary care clinics |
Single text message 1-2 days before receipt of mailed FIT kit encouraging test completion. The phone call primer group received 1 live phone call prior to postage. The control group received only reminder phone calls (no primers). | 2, 4, 5, 6, 8, 10, 11, 17, 20, 21, 23, 24, 26, 30, 31, 32, 33, 36, 41, 45, 46, 47, 48, 49, 51, 52, 54, 55 |
|
Dharod 2019 [38] Patel 2020 [75] |
Relevance: High Richness: High Rigour: High |
Lung cancer screening | Single-arm pragmatic trial USA: 1 large academic health system |
Single patient portal invitation to visit a lung cancer screening interactive website. | 1, 5, 6, 14, 16, 17, 20, 21, 22, 26, 28, 29, 34, 38, 39, 41, 42, 45, 46, 47, 50, 52, 55, 56 |
|
Eden 2020 [39] Eden 2015 [64] |
Relevance: High Richness: Medium Rigour: High |
Breast cancer screening | Cross-sectional pilot study USA: General internal medicine clinic at an academic medical centre |
Patient portal invitation to use a breast cancer decisional screening tool, with reminders sent at 2 weeks, and 1 month for non-completers. | 1, 5, 6, 20, 22, 24, 26, 41, 43, 46, 47, 52, 55 |
| El-Osta 2021 [40] | Relevance: High Richness: High Rigour: High |
Smoking cessation | Prospective cohort UK: General practices |
SMS or email message linking to an online portal enabling patients to request pharmacological support. For patients making medication requests, further messages were sent to enable repeat prescription requests every 4 weeks. | 1, 2, 5, 8, 10, 11, 12, 14, 17, 18, 21, 24, 34, 36, 38, 39, 41, 44, 45, 46, 47, 52, 54, 56 |
| Erdmann 2022 [41] | Relevance: High Richness: Medium Rigour: High |
Smoking cessation | Quality improvement randomised clinical trial USA: 1 large health system |
1 portal message encouraging a smoking quit attempt. Patients in the survey groups who responded, were sent a care plan via portal message. 4 intervention groups: message from physician or from health system with or without survey to asynchronous care. | 1, 6, 7, 10, 11, 16, 17, 20, 21, 22, 25, 29, 35, 41, 45, 46, 54, 56 |
|
Hess 2014 [42] Fischer 2013 [72] Rief 2017 [65] |
Relevance: High Richness: Medium Rigour: High |
Chronic disease management and prevention | Prospective cohort USA: Primary care practices within a single health system |
Notifications delivered through a personalised health record, by email and portal. Participants with disease prevention gaps received up to 3 weekly messages regarding services due within 2 months. Messages repeated up to every 2 months for a new or continuing prevention gap. Messages encouraged use of disease prevention services. | 5, 6, 10, 11, 12, 21, 22, 24, 26, 30, 35, 36, 41, 45, 47, 52, 55, 56 |
|
Houston 2015 Quit-Primo study [43] Sadasivam 2011 [70] Sadasivam 2013 [69] |
Relevance: High Richness: High Rigour: High |
Smoking cessation | Hybrid type 2 implementation randomised controlled trial USA: Community-based clinical practices |
Email via ePortal with up to 10 reminders to register on a smokers quit website. Pushed varied motivational emails were also sent based on benefits, planning, and managing quitting. Messages were tailored to readiness to quit. In the first week, 4 motivational emails were sent followed by 2 emails per week. The control group received paper referral only. | 1, 2, 5, 8, 12, 13, 16, 17, 19, 20, 21, 27, 29, 32, 34, 35, 36, 38, 39, 40, 42, 43, 45, 47, 48, 51, 52, 53, 55 |
| Hwang 2023 [44] | Relevance: High Richness: Medium Rigour: Medium |
Colorectal cancer screening | Cross-sectional pilot study USA: Community setting |
Text message programme to inform CRC screening decision-making, with branching logic determining what and how much programme content was sent. | 1, 5, 6, 7, 8, 21, 22, 24, 46, 47, 54, 55 |
| Kearney 2024 [45] | Relevance: High Richness: Medium Rigour: High |
Lung cancer screening | Pragmatic randomised trial USA: 1 large academic hospital |
Portal questionnaire group used a single ‘helpfulness’ message. Text message groups used either ‘gain’, ‘loss’ or ‘helpfulness’ framing and were sent a reminder text. |
1, 4, 5, 12, 17, 20, 23, 24, 26, 28, 29, 46, 47, 52 |
|
Khadjesari 2022 OptiMine [12] Blueprint [71] |
Relevance: High Richness: High Rigour: High |
Alcohol reduction; smoking cessation | Mixed methods implementation study UK: 1 NHS hospital |
Text messages signing to NHS Smokefree, or Drink Free Days apps, with 1 reminder text. | 1, 4, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 20, 22, 23, 24, 25, 26, 27, 28, 30, 32, 33, 34, 35, 36, 38, 39, 40, 41, 42, 43, 44, 45, 46, 47, 48, 49, 51, 52, 53, 54, 55, 56, 57 |
| Krebs 2020 [46] | Relevance: High Richness: Medium Rigour: High |
Smoking cessation | Randomised trial USA: Urban hospitals |
Initial call to action smoking quit text message sent with next day reminder; at 30 days, a second message with next day reminder was sent. Participants were randomised to one of six messaging sequences. | 1, 4, 8, 11, 12, 17, 20, 26, 29, 45, 46, 49, 53, 55, 56 |
|
Lafata 2022 e-assist colon health study [47] Lafata 2019 [61] Tabriz 2019 [67] |
Relevance: High Richness: High Rigour: High |
Colorectal cancer screening | Randomised controlled trial USA: 1 large health system |
Patient portal message to aid CRC screening decision making and motivate CRC screening, with follow-up module sent 2 weeks later. The control group received links to CRC screening information only. | 1, 2, 4, 5, 10, 17, 20, 21, 22, 24, 26, 29, 32, 33, 34, 38, 45, 46, 51, 52, 53, 54, 55 |
| Liang 2022 [32] | Relevance: High Richness: Medium Rigour: High |
Wellness visits and cervical screening | Observational study USA: 1 large health system |
Initially two emails: Email A focusing on curiosity, and Email B focusing on exclusivity. Email B was deemed most effective for roll-out. Multiple messages could be sent to encourage appointment booking. The same message principles were amended for portal reminders. The control group received only standard health maintenance reminders. | 1, 2, 4, 10, 12, 13, 17, 20, 23, 26, 28, 29, 30, 31, 41, 46, 53 |
| Lockwood 2023 [48] | Relevance: High Richness: Medium Rigour: High |
Exercise and nutrition | Single-arm observational pilot study USA: Digital health organisation |
Emails or text messages to recruit to a heart health digital intervention. | 1, 4, 7, 8, 10, 17, 22, 26, 30, 34, 46, 47, 49, 57 |
| Mahoney 2018 [49] | Relevance: High Richness: High Rigour: High |
Smoking cessation | Cross-sectional USA: Urban and rural primary care medical offices in medically underserved locations |
Automated voice recognition telephone calls to encourage smoking cessation. Calls were made over 6 months and attempted monthly, with re-attempts where ‘no answer’ was returned (after 3 unanswered calls, additional calls were deferred until the following month). | 10, 11, 12, 13, 17, 20, 25, 26, 34, 35, 39, 41, 43, 45, 46, 47, 49, 52, 53, 54, 56, 57 |
|
McIntosh 2024 SMARTscreen study [14] McIntosh 2025 [62] Wood 2022 [60] |
Relevance: High Richness: High Rigour: High |
Colorectal cancer screening | Cluster randomised controlled trial Australia: General practices |
A single text message sent 1 month before receiving the bowel screening kit. The control group received usual care of at-home screening without primer message. | 1, 3, 4, 6, 7, 9, 10, 11, 14, 17, 21, 24, 25, 26, 29, 30, 32, 33, 39, 42, 43, 45, 46, 48, 49, 51, 52, 54 |
| McVay 2022 [50] | Relevance: High Richness: High Rigour: High |
Weight-management | Single-arm pilot trial USA: Family health clinics |
Portal message before primary care appointment, followed by 8 follow-up messages over 12 weeks by patient portal, or email if not registered as a portal user to encourage weight-management. | 1, 5, 6, 8, 10, 11, 12, 13, 17, 20, 21, 22, 23, 24, 29, 32, 33, 38, 41, 45, 46, 47, 52, 53, 54, 55 |
| Mehta 2018 [51] | Relevance: High Richness: Medium Rigour: High |
Colorectal cancer screening | Randomised controlled trial USA: General internal medicine clinics at an academic medical centre |
Patient portal invitation to encourage ordering or use of a mailed FIT kit, with reminders sent to patients in the opt-in arm who did not respond within 3 weeks (no reminders were sent to opt-out patients). | 1, 3, 5, 10, 17, 20, 21, 23, 24, 37, 46, 51, 53 |
| Miller 2021 [52] | Relevance: High Richness: Medium Rigour: High |
Diet and physical activity | Quality improvement study Saudi Arabia: Primary care clinic |
Patient portal invitation to view lifestyle education videos sent weekly for 5 weeks, and a patient portal reminder to return to clinic within 3 months for a blood pressure assessment. | 1, 4, 6, 12, 13, 17, 26, 29, 34, 35, 51, 54 |
| Muller 2017 [53] | Relevance: High Richness: Medium Rigour: High |
Colorectal cancer screening | Randomised controlled trial Alaska, USA: Tribal healthcare system |
1 text message and up to 2 reminder text messages sent to encourage CRC screening. The control group received no text messages. | 1, 4, 6, 8, 17, 20, 21, 26, 34, 35, 37, 39, 46, 47, 49, 52, 54 |
| North 2021 [54] | Relevance: High Richness: Medium Rigour: High |
Breast cancer screening | Observational cohort comparison USA: Primary care practices of a multi-speciality group practice |
1 email/ text/ push notification inviting patients to self-schedule for mammography via website/ mobile app. | 10, 11, 17, 20, 21, 26, 27, 29, 35, 45, 46 |
| Peitzmeier 2016 [55] | Relevance: High Richness: Medium Rigour: High |
Cervical screening | Randomised controlled trial USA: Urban community health centre |
Email outreach; letter outreach; telephone outreach; or multi-modal outreach (email+letter+telephone) inviting cervical screening. The email groups received 3 outreach attempts. The control group received usual care with providers offering cervical screening as needed. | 4, 6, 8, 12, 17, 20, 21, 23, 26, 34, 46, 54 |
| Stephens 2019 [56] | Relevance: Medium Richness: Medium Rigour: Medium |
HPV vaccination | Review USA: Health and community settings |
Review concerning text, email and app reminders, EHR alerts (and social media). | 2, 5, 8, 13, 16, 17, 20, 21, 24, 25, 26, 36, 37, 45, 46, 48, 56 |
| Weaver 2015 [57] | Relevance: Medium Richness: Medium Rigour: High |
Colorectal cancer screening | Qualitative USA: Community-based primary care practices |
Qualitative study exploring patient attitudes towards CRC screening texts from providers, and desired content established using text message examples. | 1, 3, 5, 6, 10, 20, 30, 31, 33, 45, 46, 47, 48, 49 |
|
Yoon 2021 ATTAIN study [58] Chevinsky 2021 [66] West 2023 [76] |
Relevance: High Richness: High Rigour: High |
Alcohol reduction | Quality improvement pilots USA: Preventive medicine, and primary care clinics |
Portal messages, and email invitations to view messages, to screen for unhealthy drinking behaviours. Messages were sent 1 day, 3 days, 7 days, or 14 days prior to appointment date. | 2, 4, 8, 11, 13, 14, 17, 20, 21, 22, 24, 25, 29, 34, 38, 42, 43, 45, 46, 51, 52, 56, 57 |
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