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Self-monitoring and self-management of oral anticoagulation

Clinical Summary

Oral anticoagulation therapy with vitamin K antagonists has clearly been shown to reduce thromboembolic event in several different clinical contexts. These include atrial fibrillation, treatment of deep-vein thrombosis, prosthetic heart valves, and acute myocardial infarction. The number of patients receiving oral anticoagulant drugs has been constantly increasing during the past decade, and in Europe alone millions of people are currently taking this therapy.

Current models of oral anticoagulation management include a traditional hospital outpatient approach and various forms of community-based models. These all require the patient to attend a clinic to provide a venous blood sample for regular monitoring of their blood clotting level so that the international normalized ration (INR) can be measured. The introduction of portable monitors (point-of-care devices), however, enables the patient to self-test at home with a drop of whole blood. Portable monitors which were introduced in the 1990s have proven reliable with regard to analytical accuracy.

The Cochrane Review featured in this edition of Cochrane Journal Club evaluated the effects of self-monitoring (self-testing) or self-management (self-testing plus dose adjustment) of oral anticoagulation compared to standard monitoring on important outcomes for both patients and their physicians: thrombotic events, major haemorrhages, and all-cause mortality. The authors also explored issues such as the feasibility and acceptability of self-monitoring and self-management.

A total of 18 trials were included. All but one of the trials used a cross-over design in which patients experienced periods of either self-monitoring or self-management, and also standard therapy. The trials were published between 1989 and 2007, and came mainly from Europe. Five were from the UK, four from Germany, two from The Netherlands, and one each from Spain, Denmark and Austria. The other five trials were undertaken in United States and Canada. In total, 4723 participants on long-term anticoagulation were included in the analyses in the review; and no statistical heterogeneity was identified in any of the meta-analyses that were performed.

Pooled estimates showed significant reductions in both thromboembolic events and all-cause mortality for patients when they were in the self-monitoring and self-management phase, compared to the standard therapy period. These reductions remained significant after the removal of low-quality studies. Trials of self-management alone showed significant reductions in thromboembolic events and all-cause mortality. These results are outlined in the Cochrane Journal Club slideshow. Twelve trials reported improvements in the percentage of mean INR measurements in the therapeutic range.

The current review appears to be the most comprehensive review of this topic to date. The material presented in the Cochrane review and outlined in the accompanying slideshow provides detailed information on individual outcomes and the limitations of self-monitoring or self-management, including the reluctance of some patients to participate in self-management, and the extensive training required to do so.

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Self-monitoring and self-management of oral anticoagulation
Josep M Garcia-Alamino, Alison M Ward, Pablo Alonso-Coello, Rafael Perera, Clare Bankhead, David Fitzmaurice, Carl J Heneghan

Background: The introduction of portable monitors (point-of-care devices) for the management of patients on oral anticoagulation allows self-testing by the patient at home. Patients who self-test can either adjust their medication according to a pre-determined dose-INR schedule (self-management) or they can call a clinic to be told the appropriate dose adjustment (self-monitoring). Several trials of self-monitoring of oral anticoagulant therapy suggest this may be equal to or better than standard monitoring.

Objectives: To evaluate the effects of self-monitoring or self-management of oral anticoagulant therapy compared to standard monitoring.

Search Strategy: We searched the Cochrane Central Register of Controlled Trials (CENTRAL) (The Cochrane Library 2007, Issue 4), MEDLINE, EMBASE and CINAHL (to November 2007). We checked bibliographies and contacted manufacturers and authors of relevant studies. No language restrictions were applied.

Selection Criteria: Outcomes analysed were thromboembolic events, mortality, major haemorrhage, minor haemorrhage, tests in therapeutic range, frequency of testing, and feasibility of self-monitoring and self-management.

Data collection and analysis: The review authors independently extracted data. We used a fixed-effect model with the Mantzel-Haenzel method to calculate the pooled risk ratio (RR) and Peto’s method to verify the results for uncommon outcomes. We examined heterogeneity amongst studies with the Chi2 and I2 statistics.

Main results: We identified 18 randomized trials (4723 participants). Pooled estimates showed significant reductions in both thromboembolic events (RR 0.50, 95% CI 0.36 to 0.69) and all-cause mortality (RR 0.64, 95% CI 0.46 to 0.89). This reduction in mortality remained significant after the removal of low-quality studies (RR 0.65, 95% CI 0.46 to 0.90). Trials of self-management alone showed significant reductions in thromboembolic events (RR 0.47, 95% CI 0.31 to 0.70) and all-cause mortality (RR 0.55, 95% CI 0.36 to 0.84); self-monitoring did not (thrombotic events RR 0.57, 95% CI 0.32 to 1.00; mortality RR 0.84, 95% CI 0.50 to 1.41). Self-monitoring significantly reduced major haemorrhages (RR 0.56, 95% CI 0.35 to 0.91) whilst self-management did not (RR 1.12, 95% CI 0.78 to 1.61). Twelve trials reported improvements in the percentage of mean INR measurements in the therapeutic range. No heterogeneity was identified in any of these comparisons.

Authors' conclusions: Compared to standard monitoring, patients who self-monitor or self-manage can improve the quality of their oral anticoagulation therapy. The number of thromboembolic events and mortality were decreased without increases in harms. However, self-monitoring or self-management were not feasible for up to half of the patients requiring anticoagulant therapy. Reasons included patient refusal, exclusion by their general practitioner, and inability to complete training.

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Author Profile

Carl Heneghan

Carl Heneghan is a Clinical Lecturer in the Department of Primary Health Care, University of Oxford, Deputy Director of the Centre of Evidence-Based Medicine (EBM) and a General Practitioner.

His research projects involve cardiovascular disease, self-monitoring in chronic diseases, and determining the evidence base for treatment of infections. As a clinical epidemiologist, Carl has experience in systematic reviews, observational and quantitative methodologies. He collaborates with Dr Matthew Thompson on a number of diagnostic and infection related projects, including antiviral treatments of influenza and treatments of upper respiratory infections, and is a Co-Director of the Oxford Diagnostic Horizon Scanning Centre, an effective early warning system that identifies innovations in the field of health technology likely to have a significant impact.

Carl has considerable experience in teaching for undergraduates, postgraduates and teachers of EBM practice and is a module coordinator, tutor and supervisor for MSc Courses at the Department of Continuing Education, University of Oxford. He has co-authored the EBM Toolkit and Statistics Toolkit, and is lead editor of a commissioned series of such Toolkits from BMJ-Blackwell. He is also involved in work that promotes the understanding and teaching of critical appraisal.

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