Table 1.

Case study research guide (informed by our previous research [53]).

Research questions	Data sources
RQ1. What are the technological aspects of successful recording software and user interface?	Interview (clinicians, patients, family members, software developers, clinic management and administrators); documentation (study reports, specifications of software and hardware), direct observation (use of recording technology)
RQ2. Why and how was the recording and sharing of clinical visits with patients adopted?	Interview (clinicians, clinic management and administrators, patients), documentation (policy documents, consent forms, survey data, publications), archival (proportion of clinicians who offer recording, log of recording use)
RQ3. How are recordings used?	Interview (clinicians, patients, family members, clinic management and administrators), documentation (survey data, publications), direct observation (use of recording technology)
RQ4. What is the added value of tagging recordings and what are the most important moments to tag?	Interview (clinicians, patients, family members, clinic management and administrators), documentation (survey data), archival (log of system use)