Abstract
Introduction
Oral diseases are a global public health concern that significantly impact people’s quality of life and overall well-being (Jain et al., 2024; Watt et al., 2019). According to the World Health Organization, the estimated incidence of oral diseases globally is about 1 billion more than the combined cases of all the next five most common non-communicable diseases (mental disorders, cardiovascular diseases, diabetes mellitus, chronic respiratory diseases, and cancers) (Jain et al., 2024; Peres et al., 2019; Watt et al., 2019). Oral health disparities mostly affect vulnerable groups such as children, seniors, Indigenous people, refugees, individuals with special needs, living in remote and rural regions, and the low-income population (France & Glick, 2022; Levy et al., 2023; Petersen et al., 2005; Watt et al., 2019). The substantial financial burden of oral health diseases and conditions on people and the health care system, along with its inequalities underscore the necessity to ensure timely and patient-centred access to oral healthcare (Peres et al., 2019). In this context, digital technologies such as teledentistry have emerged as a promising, cost-effective intervention to improve both access to oral health care and patients’ outcomes and experiences (Achmad et al., 2020; Daniel et al., 2013; Estai et al., 2018; Kengne Talla et al., 2024).
Teledentistry refers to the use of information and communications technology to provide remote oral health care services, including screening, triage, teleconsultation, telediagnosis, tele-expertise, patient monitoring, prescriptions, referrals, and education (American Dental, 2020; World Health & International Telecommunication, 2021). These services are delivered through both synchronous (real time) and asynchronous (e.g., store-and-forward, and mobile health) modalities (Fortich-Mesa & Hoyos-Hoyos, 2020; Talla & Rodrigues, 2024). A growing body of evidence underscores multilevel impacts of teledentistry. At the patient’s level, teledentistry reduces the need for travel, shortens wait times, and reduces costs for transportation (Wolf et al., 2022). For oral health care providers (OHCPs), it enhances efficiency by reducing chair time, facilitating expert consultations, improving communication with patients, and fostering better collaboration among healthcare providers (Lin et al., 2022). At the system level, authors have highlighted that teledentistry has the potential to address health inequalities, enhance population health, and reduce costs, making it a valuable approach for improving the quality of oral health care (da Silva et al., 2021).
Despite the growing body of literature on teledentistry (Valeri et al., 2023), its adoption into clinical practice is still slow (Irving et al., 2018). A range of macro, meso, and micro factors hamper or enable its implementation. Among the barriers, authors reported the lack of knowledge and acceptability by OHCPs as well as patients, limited training opportunities, insufficient reimbursement mechanisms, the digital divide, inadequate digital health literacy, and the absence of legal regulations and guidelines (Aboalshamat, 2020; Arunagiri et al., 2024; Estai et al., 2016; Shea & Belden, 2016; Tan et al., 2021; Varsi et al., 2019). OHCP’s and patient’s positive attitude toward teledentistry, prior experience with technology, access to digital tools, and government engagement further enhance its successful implementation (Abbas et al., 2020; AlAssad et al., 2021; Kengne Talla et al., 2024; Nayar et al., 2017; Raja et al., 2022; Shwetha et al., 2021). Despite the understanding of the determinants to teledentistry adoption, there is a limited knowledge of optimal implementation strategies to improve its uptake, sustainability, and scale-up, as well as the contexts in which they succeed or fail.
Implementation strategies are methods or techniques applied to enhance the adoption, implementation, sustainment, and scale-up of intervention (Proctor et al., 2013). In dentistry, several authors have explored various strategies while implementing teledentistry in different contexts, including training stakeholders (Crummey et al., 2022), reinforcing health behaviors through messaging (Marchetti et al., 2018), and using monetary incentives and digital tools (White et al., 2020). In the field of e-health, a systematic review identified “training and educating stakeholders” as the most common implementation strategy (Appleton et al., 2023). Similarly, a study in dentistry found that education, reminders, and multifaceted interventions were effective in enhancing the adoption of clinical guidelines (Villarosa et al., 2019). Yet, gaps remain in understanding whether these strategies influence the implementation of teledentistry, and if so, how they influence the outcomes, particularly in specific contexts and populations. To our knowledge, there is no knowledge synthesis on teledentistry implementation strategies resulting in a lack of evidence to inform decision-makers, in developing recommendations for an inclusive and equitable remote access to oral health care. To address these gaps, a systematic and theory-driven approach, such as a realist review is crucial (Chen & Rossi, 1980; Kengne Talla et al., 2024). RR is particularly well suited for understanding the complexities of interventions like teledentistry, which is multifaceted in nature (Islam et al., 2022), within the dynamic context of oral health care service delivery. This type of review is valuable for synthesizing evidence on implementation strategies and examining the interactions between contexts and mechanisms that drive teledentistry outcomes (Rycroft-Malone et al., 2012).
Objectives
To synthesize what context, mechanisms, and outcomes (CMOs) are critical to the implementation of teledentistry in dental care settings to maximize its adoption. Specifically, we will outline: i) strategies to enhance teledentistry implementation; ii) interactions between the context-mechanisms-outcomes (CMOs) to enhance the implementation of teledentistry.
Methods
The protocol for this review is registered on PROSPERO (CRD42024566372) (Arunagiri et al., 2024).
Study Design
We will conduct a RR based on Pawson and Tilley’s realist approach with five iterative stages (Pawson et al., 2005): (i) clarifying the purpose of the review and the research question and drafting an initial program theory; ii) identifying relevant studies; (iii) quality appraisal and data extraction; iv) data synthesis; and (v) dissemination of findings.
Unlike systematic and scoping reviews, which focus on effectiveness or concept mapping, RR emphasizes program theory development and refinement, by using the CMO configuration as their foundational analytical unit (Greenhalgh et al., 2015; Wong et al., 2016). This theory-driven approach also aims to explain various situations in which a programme fails to achieve the anticipated benefits (Greenhalgh & and Manzano, 2022). The realist review will provide insights into how teledentistry works by identifying the contexts that influence mechanisms to produce specific outcomes (O), for which populations, and under what circumstances.
Underlying a realist philosophy, the context goes beyond the physical setting. From Pawson (Greenhalgh et al., 2015) context can be categorized into ‘4 Is’: individuals (e.g., age, literacy rate), interpersonal relationships (e.g., trust between a patient and provider in teleconsultation), institutional settings (e.g., organizational climate; policies supporting remote care), and infrastructure (e.g., availability of high-speed internet for video consultations). A mechanism refers to human reasoning and decisions that influence the outcome of an intervention (Greenhalgh et al., 2015). The outcome is defined as the observed result or effect that occurs within a specific context, triggered by a particular mechanism (Wong et al., 2016). Eliciting, refining, and testing CMO configurations on implementation strategies will allow for a better understanding of black box teledentistry, by showing how it triggers mechanisms in specific contexts to produce outcomes.
Clarifying the Purpose of the Review and Drafting an Initial Program Theory
The goal of this realist review is to synthesize evidence on implementation strategies, examining how they work, in which contexts, and under what circumstances they influence the success or failure of teledentistry implementation
Developing an Initial Programme Theory (IPT)
We will approach the RR by first drafting an initial program theory (IPT), which will provide a theoretical understanding of the teledentistry implementation. The IPT describes how the intervention is expected to achieve its effects and under which conditions it should do so (Greenhalgh et al., 2017). As many authors pointed out, the application of theories, models, and frameworks (TMFs) can facilitate the systematic understanding and explanation of complex interactions between users, practices, technologies, and health system factors (Greenhalgh et al., 2017; Venkatesh & Bala, 2008). Therefore, in developing our IPT, we will incorporate findings from prior empirical and knowledge synthesis on teledentistry implementation (Aquilanti et al., 2020; Kengne Talla et al., 2023; Kruse et al., 2017; Petcu et al., 2017; Rahman et al., 2020; Tan et al., 2021), as well as theoretical constructs from widely used models and frameworks in digital health interventions (Rouleau et al., 2024) and teledentistry (Böhm da Costa et al., 2021; Feliz-Matos, 2023; Northridge et al., 2020; Talla et al., 2024). These common TMFs used in the literature on teledentistry include the Consolidated Framework for Implementation Research (CFIR) (Böhm da Costa et al., 2021; Northridge et al., 2020), the Technology Acceptance Model (Talla et al., 2024), and the Unified Theory of Acceptance and Use of Technology (UTAUT) (Feliz-Matos, 2023). Leveraging these formal theories will enhance our understanding of the interactions between contexts, mechanisms, and outcomes. Thus, the IPT developed in accordance with CMO configurations will be refined through an iterative process and discussions involving key stakeholders and the research team.
Identifying Relevant Studies
MEDLINE search strategy.
Inclusion Criteria
Our review will focus on studies examining implementation strategies for integrating teledentistry into the dental practice; including at least one of synchronous and asynchronous modalities; using at least one of digital devices like tablets, computers, videos, text, and audio messaging. Criteria will be drawn on the PICO framework with P referring to OHCPs, patients, dental students; I to Phenomenon of Interest; and Co to Context (e.g., setting, technological aspect, resources). All study designs (e.g., qualitative, quantitative, mixed-method studies) will be considered. There will be no limitations to language or the publication date. We will consider all outcomes reported by the authors, including those defined as success or failure of teledentistry implementation.
Exclusion Criteria
Studies that do not address implementation strategies or fail to include at least one of teledentistry modality will be excluded.
Study Selection and Screening
The retrieved articles will be exported to Covidence (Covidence, 2018) which will serve as screening tools to enhance data management. After removal of duplicate articles in Endnote, the data selection process will be conducted in Covidence. Before conducting this selection, two independent reviewers will perform a calibration exercise with 10% of all identified studies to ensure a mutual understanding of the eligibility criteria. After a conclusive pilot step, reviewers will independently screen studies based on titles and abstracts, rating them as either “Yes,” “No” or “Maybe.” Independent reviewers will screen the full texts of all publications rated as “Maybe” or “Yes” and classify them as either “included” or “excluded” in this selection phase. Discrepancies will be resolved though discussion or in consultation with a third reviewer. Decisions and reasons for exclusion will be recorded in Covidence.
Quality Appraisal and Data Extraction
In RR, data are evaluated based on their relevance (contributions to theory building and testing) and rigor (credibility and trustworthiness of the methods) (Dada et al., 2023). Other types of quality assessments, such as checklists and methodological hierarchies, are not required.
A random sample with 10% of selected papers will be extracted independently by two reviewers. Based on the groups’ experiences, a data extraction sheet will be created (EXCEL). The extracted data will include: • Characteristics of included studies (e.g., title, first and corresponding authors, year of publication, country of publication, language of publication, aims, study design, methods of data collection, funding, limitations, and conclusions) • Context - Participants’ characteristics (e.g., profile, sample, sex/gender, age, location, type of oral health care provider) - Dental care settings (e.g., University, private or public practice) - Other specific resources (e.g., Funding, workforce, protocol for usage) - Characteristics of teledentistry (e.g., synchronous, or asynchronous, hybrid procedure with usual care, along with type of technology used) • Implementation strategy reported (e.g., educating dental professionals, orienting patients, providing proper compensation, and updating technologies) • Mechanisms or the process or event through which an implementation strategy operates to affect one or more implementation outcomes (Lewis et al., 2022). • Study outcomes (e.g., failure or successful implementation of teledentistry, outcomes reported by the authors).
We will contact the authors if they are missing data or if additional information is needed. We will seek potential eligible articles from the references of all included studies.
Data Analysis
The data analysis will include descriptive analysis to present the characteristics of the included studies (Powell et al., 2015). Thematic analysis will identify recurrent themes, patterns, and trends related to implementation strategies, contexts, mechanisms, and outcomes (O), constructing the ISCMO chain. Realist theorizing will also be employed, relying on retroduction (abductive reasoning) as a method of inquiry that draws on prior expertise, experiences, and imagination to generate theories inspired by evidence (Pawson et al., 2005).
Data Synthesis
Building on the iterative analysis of theoretical, empirical literature and the IPT, we will produce Refined Programme Theories (RPTs) showing the interactions among the context, mechanisms, and outcomes of an intervention. Thus, a programme theory is a collection of CMO configurations, supported by formal theories, depicting testable hypotheses. The identified implementation strategies will be categorized according to the Expert Recommendations for Implementing Change compilation (Powell et al., 2015).
As the context in realist reviews extends beyond the setting where the intervention is implemented, we will categorize the context based on Pawson’s “4 Is”: individuals, interpersonal relationships, institutional settings, and infrastructure (Greenhalgh & and Manzano, 2022). With respect to mechanisms, we will draw insights as suggested by Lacouture et al. (Lacouture et al., 2015) where mechanisms are shaped by individuals’ or groups’ reasoning and reactions to available resources in a specific context. The resources can be materialistic, cognitive, social, and psychological (Jagosh, 2020). Material resources include funding, equipment, workforce, etc. Cognitive resources may comprise knowledge, awareness, and confidence from training, information, and guidance. On the other hand, the reasoning/response aspect of a mechanism is always cognitive or emotional and may not be obvious (Keshani, 2022).
Moreover, the identified outcomes will be mapped to Proctor’s model of outcomes for implementation research (Proctor et al., 2011), which are multilevel and varied:
Implementation Outcomes
Include various components. Acceptability, reflecting stakeholders’ perceptions of teledentistry as agreeable and satisfactory; adoption, representing the intention or decision to employ teledentistry; appropriateness, referring to the perceived relevance for a specific setting or issue; feasibility, indicating the extent to which teledentistry can be successfully implemented; costs referring to the financial impact of implementing teledentistry; fidelity, which assesses whether teledentistry is delivered as intended by its developers; implementation cost, addressing the financial implications and complexity of delivering an intervention; penetration, which measures how well teledentistry is integrated into service settings and reaches the target population; and sustainability, the ability to maintain teledentistry within stable operations over time.
Service Outcomes
Efficiency, meaning optimal use of resources with minimal waste; safety, minimizing harm to patients during care delivery; effectiveness, referring to the success of teledentistry in achieving desired outcomes; equity, ensuring consistent the quality of care regardless of personal characteristics like gender, ethnicity, or socioeconomic status; patient centeredness, emphasizing care that respects and responds to individual preferences and values; and timeliness as reducing unnecessary delays in health care delivery.
Client Outcomes
Among these outcomes, satisfaction, reflects how well patients feel their care expectations have been met; function, focusses on improvements in physical, social, or psychological abilities; symptomatology, tracking changes in the presence or severity of symptoms; and quality of life, encompasses overall well-being across physical, emotional, and social dimensions.
The deliverable will be a comprehensive picture of implementation strategies, mechanisms, contexts, and outcomes (ISCMO) chains with the different modalities of teledentistry. Data will be presented to stakeholders to generate insights and refine the IPT. We will conduct a narrative synthesis and share our results in tabular, and graph forms (Siddaway et al., 2019).
Dissemination of Findings
Our results will be reported in accordance with the Realist And Meta-Narrative Evidence Syntheses: Evolving Standards II (RAMESES II) guidelines (Greenhalgh et al., 2015). The review is registered on PROSPERO (CRD42024566372) (Arunagiri et al., 2024). For the knowledge mobilization plan, we will publish this protocol in the International Journal of Qualitative Research. Additionally, we will disseminate the study’s findings through peer-reviewed academic journals. The results will also be disseminated at scientific conferences, and forums. Furthermore, key findings will be disseminated via social media platforms as X, LinkedIn, BlueSky, using plain language summary and infographics. We aim to reach diverse stakeholders, including the health care providers, researchers, patients, families, policy-makers, and educators.
Conclusion
Teledentistry has the potential to bridge gaps in access to care, patient management, and reduced costs. Yet, research on teledentistry implementation remains in its infancy. To our knowledge, this is the first RR focussing specifically on teledentistry’s implementation strategies. This realist review aims to synthesize evidence to provide a better understanding of the interactions between different contexts, mechanisms, and implementation strategies to produce outcomes.
A key strength of this review is its systematic, theory-driven approach along with its comprehensive search and rigorous methodology. The anticipated findings of the RR are a comprehensive list of implementation strategies that can optimize the integration of teledentistry into dental care settings. The research findings may contribute to making oral health care providers (OHCPs) better equipped to integrate evidence-based practices (EBP) into their clinical practices to improve the quality of care. Policy-makers can utilize the findings to develop informed strategies that support the adoption and sustainability of teledentistry. Furthermore, the results may inform educational curricula, equipping future oral health professionals with the knowledge and skills necessary to effectively implement teledentistry in diverse settings.
Nonetheless, this review has limitations. The findings will depend on the availability and quality of existing literature, potentially restricting a comprehensive understanding of causal mechanisms. To mitigate this, we will employ a comprehensive, guided by an experimented librarian, discussion with the research team, and iterative search strategy across diverse sources. This realist review is intended to address gaps in teledentistry implementation into dental settings to enhance patient outcomes and experiences.
Footnotes
Authors’ Note
The views expressed in this submitted article are our own and do not represent the official position of our institution or any funding organization.
Statements and Declarations
Funding
The author(s) disclosed receipt of the following financial support for the research, authorship, and/or publication of this article: This research has received financial support from the Faculty of Dental Medicine and Oral Health Sciences, at McGill University.
Conflicting Interests
The author(s) declared no potential conflicts of interest with respect to the research, authorship, and/or publication of this article.
