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. 2013 Nov 30;10:12. doi: 10.3352/jeehp.2013.10.12

Table 1.

Summary of considerations for designing retrospective chart reviews studies

  1. Create well-defined, clearly articulated research questions

  2. Consider sampling questions a priori

  3. Operationalize variables included in retrospective chart review

  4. Train and monitor data abstractors

  5. Develop and use standardized data abstraction forms

  6. Create a data abstraction procedure manual

  7. Develop explicit inclusion and exclusion criteria

  8. Address inter-rater and intra-rater reliability

  9. Conduct a pilot test

  10. Address confidentiality and ethical considerations