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Received: 6 February 2024
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Revised: 10 May 2024
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Accepted: 18 June 2024
DOI: 10.1111/nup.12489
ORIGINAL ARTICLE
Care biography: A concept analysis
Matthew Tieu PhD, Research Fellow
1,2,3
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Regina Allande‐Cussó PhD, Associate Professor
2,4
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Aileen Collier PhD, Associate Professor
1,2
|Tom Cochrane PhD, Senior Lecturer
3
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Maria A. Pinero de Plaza PhD, Research Fellow
1,2
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Michael Lawless PhD, Research Fellow
1,2
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Rebecca Feo PhD, Senior Research Fellow
1,2
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Lua Perimal‐Lewis PhD, Senior Research Fellow
5
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Carla Thamm PhD, Senior Research Fellow
1,2
|Jeroen M. Hendriks PhD, Professor
1,2
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Jane Lee PhD, Research Fellow
1,2
|Stacey George PhD, Professor
1,2
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Kate Laver PhD, Professor
1,2
|Alison Kitson PhD, Professor
1,2
1
Caring Futures Institute (CFI), Flinders
University, Adelaide, South Australia, Australia
2
College of Nursing and Health Sciences,
Flinders University, Adelaide, South Australia,
Australia
3
College of Humanities, Arts and Social
Sciences, Flinders University, Adelaide,
South Australia, Australia
4
Faculty of Nursing, Physiotherapy and
Podiatry, University of Seville, Seville, Spain
5
College of Science and Engineering, Flinders
University, Adelaide, South Australia, Australia
Correspondence
Matthew Tieu, PhD, Research Fellow, College
of Nursing and Health Sciences, Flinders
University, GPO Box 2100, Adelaide 5001,
South Australia, Australia.
Email: matthew.tieu@flinders.edu.au
Abstract
In this article, we investigate how the concept of Care Biography and related
concepts are understood and operationalised and describe how it can be applied to
advancing our understanding and practice of holistic and person‐centred care.
Walker and Avant's eight‐step concept analysis method was conducted involving
multiple database searches, with potential or actual applications of Care Biography
identified based on multiple discussions among all authors. Our findings demonstrate
Care Biography to be a novel overarching concept derived from the conjunction of
multiple other concepts and applicable across multiple care settings. Concepts
related to Care Biography exist but were more narrowly defined and mainly applied
in intensive care, aged care, and palliative care settings. They are associated with the
themes of Meaningfulness and Existential Coping,Empathy and Understanding,
Promoting Positive Relationships, Social and Cultural Contexts, and Self‐Care, which
we used to inform and refine our concept analysis of Care Biography. In Conclusion,
the concept of Care Biography, can provide a deeper understanding of a person and
their care needs, facilitate integrated and personalised care, empower people to be
in control of their care throughout their life, and help promote ethical standards
of care.
KEYWORDS
biographical approach, care biography, care diary, caring life course theory,
person‐centred care
Nursing Philosophy. 2024;25:e12489. wileyonlinelibrary.com/journal/nup
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https://doi.org/10.1111/nup.12489
This is an open access article under the terms of the Creative Commons Attribution‐NonCommercial‐NoDerivs License, which permits use and distribution in any
medium, provided the original work is properly cited, the use is non‐commercial and no modifications or adaptations are made.
© 2024 The Author(s). Nursing Philosophy published by John Wiley & Sons Ltd.
1|INTRODUCTION
1.1 |Background
The ethical standard or ‘gold standard’of care provision is
nowadays captured within various ‘person‐centred’,‘patient‐
centred, 'relationship‐centred’,‘integrated’, and ‘fundamental care’
frameworks. While there are significant differences among them,
they all have in common an emphasis on personalised and holistic
approaches to care (Balint, 1969; Brooker, 2007; Engel, 1977; Feo
et al., 2018; Kitwood & Brooker, 2019; McCance et al., 2011;
McCormack, 2004; Stewart, 2001). Whether explicitly or implicitly,
they are inspired by the humanistic ideals of autonomy, self‐
actualisation, dignity, and empathy (Rogers, 1957), and recognition
of the vital role that appropriate communication and care relation-
ships play in promoting those ideals (Kitwood & Brooker, 2019;
Tresolini, 1994). More recently, life course perspectives have
contributed to further conceptual and theoretical development of
such frameworks, helping us to understand the causal antecedents of
a person's care needs, how they shape subsequent health trajec-
tories, and how they inform ongoing holistic care provision
throughout the lifespan (Halfon et al., 2014; Kitson et al., 2022;
Lawless et al., 2024). Traditionally, our understanding of care focused
narrowly on specific health outcomes and goals related to specific
conditions and defined timeframes. Such a view fails to consider the
nuanced interdependencies and histories that create an ecosystem of
care and support, leading to missed opportunities for comprehensive,
meaningful and sustainable care strategies. In contrast, life course
frameworks compel a greater emphasis on a person's historical and
lived experience of illness, a narrative understanding of their care
needs, and the complex ecosystem of care and support in which they
are embedded. The Caring Life Course Theory (CLCT) developed by
Kitson et al. (2022) is one such framework. It adopts a temporally
extended and integrated view of a person's healthcare trajectory and
is underpinned by a number of theoretical constructs, in particular,
‘Care Biography’.
The novel contribution of the theory is the interplay
between understanding a person's care needs and
provision within the context of their lifespan and
personal histories, termed their care biography. (Kitson
et al., 2022,p. 1)
Given the increased prevalence of people living with long‐term
and complex care needs, there is an urgent need to ensure that how
we provide care accords with the humanistic ideals captured within
those care frameworks. This requires a degree of conceptual clarity
and agility in how we understand a person's care needs and how
those needs relate to the historical, social, cultural, environmental,
and technological contexts in which a person is embedded. Emerging
digital technologies that capture and draw from vast amounts of
personal information across the lifespan have great potential to help
us achieve the ethical ideals of care but can also be misdirected and
misapplied (Tieu & Kitson, 2023; Tieu, 2021). Therefore, integrated,
holistic, and personalised approaches to care need to be conceptua-
lised and understood in a way that informs the appropriate
development and application of such technologies. Further clarifica-
tion and development of the concept of Care Biography, alongside
related concepts, can provide us with the conceptual tools necessary
to ensure that the ethical ideals of care are understood and upheld as
we enter an era of rapid and unprecedented technological progress.
We hope that this will stimulate further thought and scholarship on
some of the deeper philosophical questions related to the assump-
tions, ideas and understandings of care and its contribution to ‘the
good life’.
2|METHODS
2.1 |Aim
The aim of this article is to clarify and develop the concept of Care
Biography to enrich our understanding of care, inform new and
innovative approaches to record keeping and care provision, and
contribute to ongoing development and refinement of care frameworks
that capture the humanistic dimensions of care across the life course.
2.2 |Design
We apply Walker and Avant's (2019) eight‐step method, which is an
iterative process in which revisions to each step are made in light of
findings arising from other steps. It enables examination of the
characteristics, relationships, and function of an idea or phenomenon,
and facilitates proposal of formal definitions. Essentially, we selected
Care Biography as our concept of interest and undertook a structured
literature search to identify relevant and related concepts. We
explored and analysed the literature, then developed a detailed list of
defining attributes of Care Biography and described potential model
cases of applications of Care Biography.
Step 1: Select a concept: Care Biography is a key construct of the
CLCT, which applies a life course perspective toward understanding a
person's care needs.
Step 2: Determine aims and purpose of analysis: Our aim was to
develop and refine the concept of Care Biography. We did this by
searching and reviewing the relevant literature according to Walker
and Avant's (2019) eight‐step method, as well as engaging with
colleagues with expertise across various disciplines, including
cardiovascular nursing (JH), emergency department nursing (RAC),
cancer nursing (CT), occupational therapy (SG and KL), palliative care
(AC), aged care and digital technology (LPL, JL and ML), nursing
theory (AK, RF and MAPP) and ethics and philosophy (TC and MT) to
provide insights into how the concept could or was being applied in
different contexts and settings.
Step 3: Identify uses of the concept: Initial database searches
revealed very limited use of the concept of Care Biography. Hence,
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we developed a typography of related concepts and terms based on
our existing familiarity with the literature and multiple discussions
among co‐authors. This also enabled us to identify potential border-
line, contrary, and illegitimate cases as required for Step 6. We
selected the most relevant terms as database search terms and
performed a deductive/inductive thematic analysis of the literature.
Step 4: Determine the defining attributes: Based on the initial
definition and an analysis of Care Biography from the CLCT, and
analysis of related concepts in the literature, we describe the cluster
of attributes associated with the concept of Care Biography.
Step 5: Identify model cases: Following on from Step 4 above,
we identified model cases of Care Biography in a range of care
contexts and settings through discussions among all authors.
Step 6: Identify and examine borderline, related, contrary,
invented and illegitimate cases: Results of the literature review and
analysis enabled us to identify borderline, related, and illegitimate
cases. Additional cases are also considered and briefly discussed.
Step 7: Identify antecedents and consequences: We describe
the kinds of events and understandings necessary for development of
Care Biographies (antecedents) and their application in care practice
(consequences).
Step 8: Define empirical referents: Drawing from the attributes
of care biography in Step 4, we describe the kinds of phenomena that
may constitute an occurrence of Care Biography and its application.
2.3 |Search methods
As part of Step 3 of the concept analysis, we performed database
searches (CINAHL, Scopus and PubMed) using keywords based on a
selection of the most relevant terms identified from our initial
typography of concepts related to Care Biography. Full‐text searches
from all available date ranges (up until 23 August 2023) for the
following terms were performed: ‘care biograph*’OR ‘biograph* of
care’OR ‘biograph* approach*’AND ‘care’OR ‘care diar*’. Peer‐
reviewed journal articles and book chapters of any kind (i.e., empirical
research, study protocols, reviews, discussion papers, commentaries
and editorials), written in English were included. Non‐peer‐reviewed
articles and books, grey literature, dissertations/theses, conference
papers, book reviews and any non‐English articles were excluded.
Only articles that pertained to health care of humans as recipients of
care were included. Articles that did not pertain to health care (e.g.,
social services) of humans as recipients of care (e.g., articles that
focused on non‐human animals or solely on carers and family
members of care recipients) were excluded.
2.4 |Search outcomes
The database searches returned a total of 322 articles for initial
screening (Table 1). The web‐based platform Covidence™was used
for screening and data extraction. Duplicates were initially removed
(n= 130) and then title and abstract screening (n= 192) followed by
full‐text screening (n= 119) was performed by the lead author (MT)
based on the inclusion/exclusion criteria outlined above. A total of 71
articles were returned for data extraction and analysis (PRISMA flow
diagram in Figure 1).
2.5 |Data extraction, analysis and synthesis
Two authors completed the data extraction (MT and RAC) using
Covidence™. An initial analysis of the CLCT definition of Care Biography
was performed to identify key attributes. A hybrid deductive/inductive
thematic analysis was performed using those attributes as pre‐ordinate
themes, combined with themes emerging from data extracted from
literature (Fereday & Muir‐Cochrane, 2006). This enabled us to compare
the CLCT definition of Care Biography with related concepts from the
literature. Thematic coding for both deductive and inductive compo-
nents was performed by the lead author (MT) and two additional co‐
authors(RACandML).Theanalysisprovidesthebasisforfurther
refinement of the CLCT definition of Care Biography drawing from
related concepts.
3|RESULTS
3.1 |Papers describing the concept of interest
Of the 71 included articles, most were empirical research (n= 46) and
review articles (n= 15). Other papers included study protocols (n= 3),
discussion papers (n= 3) and commentaries or editorials (n= 4). Initial
database searches identified several articles containing the specific
phrases ‘care biography’and ‘biography of care’, or similar variations.
However, only a few of those articless met the inclusion criteria (n=2
for ‘care biography’and n= 1 for ‘biography of care’). The phrase
‘biographical approach’appeared more frequently (n= 23) as well as
various iterations of ‘care diary’(n= 47). Most papers focused on a
range of patient conditions and care contexts/settings, including
intensive care (n= 24), aged or dementia care (n= 13), cancer care
(n= 9) and palliative care (n= 5), type 1 diabetes among pregnant
women (n= 3) and other miscellaneous conditions/settings (n= 12). A
small number of papers did not focus on any specific patient
condition or care context (n= 5). This information is summarised in
Table 2below.
TABLE 1 Search results.
Search terms CINAHL (EBSCO) SCOPUS PubMed
‘care biograph*’890
‘biograph* of care’170
‘biograph* approach*’
AND ‘care’
40 54 28
‘care diar*’46 75 54
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One of the two articles that specifically referenced ‘care
biography’was by Kitson et al. (2022) whose definition of Care
Biography is the subject of our concept analysis. The other was by
Beasley et al. (2015), a study investigating the lived‐experience of
volunteers in a ‘care biography service’for palliative care patients
(Beasley et al., 2015). A similar construct, ‘biography of care’was
mentioned in a commentary by McMillan (2011) on education and
training of care providers (McMillan, 2011). The phrase ‘biographical
approach’, which appeared more frequently was applied mainly in the
context of aged or dementia care (n= 13), with some application in
palliative care (n= 3), intensive care (n= 1) and various other specific
and non‐specific care contexts (n= 6). It should be noted that
reference to ‘biographical approach’in several papers pertained
specifically to study methodology (n= 7) while others were associ-
ated with an intervention or review of interventions (n= 16). Various
iterations of ‘care diary’were prevalent, particularly ‘intensive care
diary’(n= 24). The notion of a ‘self‐care diary’was also prevalent
(n= 14) with some uses of this term related specifically to the ‘self‐
care diary’(SCD) measurement tool developed by Nail et al. (1991)
for cancer patients (n= 6).
3.2 |Concepts of interest
3.2.1 |The CLCT definition of Care Biography
Care Biography is a key theoretical construct of the CLCT (Kitson
et al., 2022). Our analysis of the CLCT definition revealed that it is
comprised of the following three attributes:
FIGURE 1 PRISMA flow diagram.
TABLE 2 Article information.
Article Information n
Article types
•Empirical Research 46
•Reviews 15
•Study Protocols 3
•Discussion Papers 3
•Commentary/Editorial 4
Patient conditions and care contexts
•Intensive Care 24
•Aged/Dementia Care 13
•Cancer Care 9
•Palliative Care 5
•Type 1 Diabetes and Pregnancy 3
•Non‐specific 5
•Other 12
Concept/Construct
•Care Biography 2
•Biography of care 1
•Biographical Approach 23
•Intensive Care Diary (ICU Diary) 24
•Self‐Care Diary 14
•Care Diary 8
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1. A personalised record of a person's self‐care capability, capacity, and
care preferences:‘A care biography is equivalent to a personalised
health record in that it should record, across the life course, a
person's self‐care capability and capacity and their preferences in
how care is provided for them’(p. 10).
2. A personalised care plan:‘It should also help them and their carers
plan care following certain negotiated care trajectories. This
information would be owned by the individual and used to
negotiate care in each care encounter’(p. 10).
3. A record of a person's care network:‘Importantly, the care
biography should also record each person's care network,
identifying their key carers and those for whom they care over
their life course’(p. 10).
Essentially, the CLCT definition of Care Biography collects
information pertaining to three elements—preferences,plans and
people. The first element generates a person's care and self‐care
preferences while considering relevant abilities and availability of
resources. The second element enables a person to be in control of
generating a care plan at different points in their life, one that both
articulates and advocates for their care needs (including fundamental
care needs). The third element both captures and informs the people
who are involved in providing care as part of an extended care
network linked to appropriate system and professional support.
These elements in conjunction with the attributes of the CLCT
definition of Care Biography provide a priori themes and the coding
framework for the deductive component of our thematic analysis.
3.2.2 |‘Care biography’and ‘biography of care’
The study by Beasley et al. (2015) investigating the lived experience
of volunteers involved in a palliative ‘care biography’service aims to
enable patients to recognise ‘what they had accomplished in their
lives, and to emphasise the meaningfulness of their lives for
themselves, family, and friends’(p. 1417–1418). Given the focus on
a patient's life history and accomplishments, the notion of a ‘care
biography’in this particular instance is one that takes a lifespan
perspective of the patient and not of their care needs. The
commentary by McMillan (2011), which mentioned ‘biography of
care’focused on the perspective of care providers and their attitudes
towards patients, emphasising how ‘stories engage readers more fully
than do clinical descriptions’and how those stories ‘provide students
with language and tools for thinking about and managing, not only
their patients, but also themselves and their own emotions’(p. 206).
The concept of ‘biography of care’in this context was relatively broad
and thus embodied the attributes of the CLCT definition of Care
Biography in a general sense. However, while their use of the term
‘biography of care’identified the relational aspect of care provision,
there was no explicit mention of whether any relevant records or
documentation were produced in conjunction with carers, patient,
and family, or owned by patient (and/or family), nor was there any
specific consideration of the broader contexts of care provision.
3.2.3 |‘Biographical approach’
The phrase ‘biographical approach’appeared frequently, particularly
in aged care, dementia care and palliative care contexts. Many papers
emphasised the importance of understanding a patient's lived
experience, personal reflections, and personal preferences regarding
how they are cared for, taking into consideration the patient's family
and social network. Such considerations are often framed in terms of
‘person‐centred’,‘patient‐centred’or ‘relationship‐centred care’. For
example, as Ryan (2022) states ‘typically, person/relationship‐centred
care interventions are underpinned by activities and practices that
seek to understand the person or patient’and hence ‘biographical
approaches provide the platform from which care can be organised’
(p. 894). Similarly, Surr (2006) describes biographical approaches to
dementia care as essentially aimed at preserving a person's selfhood,
which is understood as a psychological, social, and biographical
construct. The primary focus of these papers was to encourage care
staff to connect to the patient as a person. They did not explicitly use
the care encounter to build up a picture of the care needs,
capabilities, capacities, and preferences of the person receiving care,
either at a point in time (synchronic) or across the lifespan
(diachronic). Integrated approaches accounting for medical, physical,
and psychosocial care needs were a key feature in most of the
articles and so too the quality of care relationships. However,
consideration of a person's care network was not always a prominent
feature, nor was there any explicit mention of whether relevant
documentation was produced in conjunction with carer, patient, and
family, or owned by patient (and/or family).
3.2.4 |‘ICU diaries’
Papers that mentioned ‘ICU diaries’were very consistent in how they
conceptualised their purpose and function, how they were produced,
and by whom they were owned. The ICU diary is primarily intended
to help patients ‘fill in the significant gaps they have in their
memories and put any delusional memories into context and so aid
psychological recovery’(Jones et al., 2010, p. 2). There is much
emphasis on facilitating meaning‐making, understanding, and coping
for the patient and this often involves consideration of their relatives
and the role they play in providing ongoing support to the patient.
ICU diaries also typically incorporate photographs to visually capture
experiences that a patient and/or their family may not clearly recall.
In this regard the ICU diary constitutes a highly personalised care
narrative involving a patient's broader care network, which is aimed
at providing ongoing and integrative care support for patient self‐
care. While nurses are typically the principal authors of ICU diaries, in
some cases family members and friends actively contribute to the
diary as co‐authors or are encouraged to write separate accounts
which are then later added to the diary (Egerod et al., 2011; Ewens
et al., 2015). The diaries are typically kept by nurses during a patient's
ICU stay and then handed over to the patient and/or their family
upon discharge. In this regard, ICU diaries are to some extent owned
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by the patient and their family and thus embody all themes from
the CLCT definition of Care Biography. ICU dairies also represent the
integration of physical, medical, and psychosocial care needs while
capturing the crucial role that care relationships and care networks
play in addressing those care needs.
3.2.5 |‘Care diary’and ‘self‐care diary’
Aside from ICU dairies, the notion of a ‘care diary’or a ‘self‐care diary’
was associated with a variety of different patient care needs,
contexts, and settings. Several papers referred specifically to the
‘self‐care diary’(SCD), which is a measurement tool for cancer
patients (Nail et al., 1991). According to Yahaya et al. (2015) it aims to
capture ‘all side effects of chemotherapy along with a list of self‐care
activities’(p. 729). Aside from the SCD, the purpose and function of
self‐care diaries was primarily condition and context specific,
containing information limited to a particular range of medical
conditions and self‐care practices. Such diaries were often described
as providing a resource for patients to inform them of their condition
and help them undertake self‐care independently or in conjunction
with care providers. For example, in a study by Sabzghabaee et al.
(2012) an asthma care diary was used ‘to educate the patient about
their asthma and its management’(p. 67), while in a study by Miller
et al. (2007) it was stated that an oral self‐care diary for
chemotherapy patients ‘would encourage patient involvement in
self‐care and promote discussion between patients and their health
professionals’(p. 84). In this regard, there is some synergy with CLCT
definition of Care Biography in that it facilitates and captures a
person's self‐care capability and capacity as part of a personalised
care record. However, while some of the information contained in
such diaries was personalised, there was little to no scope for
information regarding personal reflections and lived experience.
Additionally, only one article by Sharp et al. (2004) explicitly
mentioned any role of family in care diaries, where they state that
part of the purpose of diaries was ‘to improve information between
patients, family members, and clinicians in different settings’(p. 120).
Hence, based on the literature identified, the notion of a ‘care diary’
or ‘self‐care diary’bears little relation to an ICU diary or the CLCT
definition of Care Biography.
3.2.6 |Relation to CLCT definition and themes
Our primary finding was that existing literature describing any aspect
of Care Biography is sparse. There was no body of knowledge or
understanding of how the concept could enhance person‐centred
care. The concepts of ‘care biography’referred to by Beasley et al.
(2015) and ‘biography of care’referred to by McMillan (2011)
captured the importance of the experiential, existential and relational
aspects of care provision and converge on the idea of ensuring health
care professionals take more account of the personhood of patients
by considering relevant biographical details (Beasley et al., 2015;
McMillan, 2011). This is more explicitly articulated in literature
referring to the notion of a ‘biographical approach’to care
(Ryan, 2022; Surr, 2006). While these considerations are embedded
in the CLCT definition of Care Biography, our analysis indicates that
they did not necessarily entail a connection between understanding a
person's own view of how they care for themselves (self‐care), or
how they have experienced care from others in the past. This means
that the concept of Care Biography, as articulated in the original
CLCT definition, is significantly more detailed and multidimensional
than these related concepts.
Promising codesign and co‐ownership approaches were
described in the literature referring to ICU diaries, which reflect the
importance of the care context, the relationship between the patient
and their carers, and the importance of recording what actually
happened to them so they can begin to draw meaning and make
sense of their situation (Egerod et al., 2011; Ewens et al., 2015; Jones
et al., 2010). However, while eliciting self‐care capability and capacity
were features of ICU diaries (and also ‘self‐care diaries’and the SCD),
there was a sense that it was more of a medical plan for the benefit of
professional care providers and not so much a self‐care and self‐
advocacy tool for patients. The lack of a self‐care and self‐advocacy
focus was also evident in the literature describing care preferences
associated ‘biographical approaches’, which tended to focus on
enabling care providers to acknowledge and appreciate the life of
their patient rather than enabling them to address their patient's care
needs more directly. The lack of a patient focus and direct approach
to generating and managing personalised care plans (as opposed to
medical plans) reflects a lack of understanding of the difference
between point‐in‐time (i.e., synchronic) care negotiations, and across‐
time (i.e., diachronic) ebbing and flowing of care experiences, needs
and preferences. ICU diaries (and perhaps other ‘self‐care diaries’)
could be used to complement ‘biographical approaches’to care and
serve as a tool to support construction and application of Care
Biography (in both ICU and other care settings). However, it is
essential to ensure that context, ownership, codesign, and purpose
are clear to both patients and healthcare professionals.
3.3 |Key themes from the literature
3.3.1 |Meaningfulness and existential coping
Inductive thematic analysis of the literature identified revealed five
overarching themes, which inform the development of a list of
defining attributes of Care Biography. The theme of Meaningfulness
and Existential Coping (i.e., helping a patient to consolidate their sense
of identity and what matters to them) frequently emerges from
applications of a ‘biographical approach’across multiple care
contexts. In the context of palliative care, according to Lindqvist
et al. (2015), biographical approaches are ‘recognised as having
profound therapeutic potential in a variety of ways, with the common
denominator of assisting people to create meaning through the
act of storytelling’and constitute ‘a nonpharmacological method for
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addressing existential issues’(p. 41). They are also often associated
with addressing conditions such as depression, distress, grief and
loneliness, by enabling patients to gain a sense of meaning out of
their condition (Hesse, Forstmeier, Mochamat, et al., 2019). In the
context of aged and dementia care, Clarke (2000) points out that
biographical approaches enable carers and patients ‘to facilitate an
assessment of the present, a re‐evaluation of the past, and plans for
the future’(p. 429). As was the case with palliative care, they also
offer an alternative to medical and pharmacological approaches to
dementia care (McGreevy, 2016).
When considering the purpose of ICU diaries, the theme of
Meaningfulness and Existential Coping is the central theme. ICU diaries
help patients to make sense of their time in ICU by filling in memory
gaps, which can have significant therapeutic benefit, particularly in
addressing psychological disturbances, notably, PTSD (Egerod &
Bagger, 2010; Egerod et al., 2011; Ewens et al., 2015; Jones
et al., 2010,2012; Nielsen et al., 2018). Tavares et al. (2019) state
that ICU diaries enable a patient to ‘assign meaning and coherence
and to chronologically order the period of time when memories are
absent or distorted’(p. 165).
3.3.2 |Empathy and understanding
Clarke (2000) points out that biographical approaches in aged care
often ‘emphasise that the attitudes, interests, and desires of older
people are the culmination of a lifetime of experiences’(p. 429), and
as Pope (2012) points out, this enables care providers to ‘discover the
person behind the patient’(p. 35). Egerod et al. (2011) point out that
ICU diaries describe patient illness ‘in everyday language with a
compassionate tone rather than the emotionally neutral and high‐
technology vernacular of conventional hospital journaling’(p. 1922).
ICU diaries also help to facilitate dialog and communication between
care providers, patients, and family members. For example, in a study
by Aitken et al. (2017), ICU diaries were found to be a ‘tool to
promote communication between health care workers and family’
(p. 276). Similarly, according to Nielsen et al. (2018), ‘diaries co‐
authored by relatives and staff have been shown to facilitate
information and communication between staff and relatives…making
ICU staff better understand relatives’vulnerability’(p. 2). In another
study by Nielsen et al. (2019), it was stated that ICU diaries not only
‘help patient and relatives to discuss, compare and share their ICU
experiences’but also enables ICU nurses to ‘move from a technical
focus to more personal involvement as the patient recovers’
(p. 1297). The theme of Empathy and Understanding is also an
important part of education and training for healthcare professionals,
a point highlighted in McMillan's (2011) commentary.
3.3.3 |Promoting positive relationships
This theme emerged frequently in papers that discussed biographical
approaches in aged and dementia care. For example, in a systematic
review by Menn et al. (2020) it is stated that ‘biographical approaches
in care facilities conducted in groups can provide support and
improve relationships, preventing the feeling of loneliness…and
potentially leading to an improved QoL’(p. 2). Such approaches often
involve specific interventions such as the creation of memoirs or life
story books facilitated by care providers, which according to Pouchly
et al. (2013) can be done ‘collaboratively with the individual, or with
their close family and friends’(p. 117). Day and Wills (2008) point out
that the creation of life story books ‘increases socialisation for those
involved by communicating, sharing and listening to stories’(p. 23). In
the context of palliative care, the theme of Promoting Positive
Relationships is closely aligned with the themes of Meaningfulness and
Existential Coping, and Empathy and Understanding. These alignments
are highlighted by Beasley et al. (2015) and also by Hesse, Forstmeier,
Cuhls, et al. (2019) who in their study describe the training of
volunteers for a palliative care intervention as consisting of
‘developing a trusting relationship with the patient, accompanying
the patient and the family, providing psychosocial support, dealing
with death and dying, facilitating communication and helping with
social, ethical, and spiritual issues’(p. 2).
3.3.4 |Consideration of social and cultural contexts
The Social and Cultural Contexts in which care recipients are situated
also emerges as a key theme. For example, in the context of palliative
care, Lindqvist et al. (2015) states that ‘biographical approaches
generally rely on some form of life story, in which a set of
relationships are explored between the person and his or her cultural
milieu’(p. 41). In a study of blog narratives of people with dementia
(and their carers), Kannaley et al. (2019) point out that illness
narratives are ‘simultaneously social and personal’and ‘inform the
identity and account for the experiences of the author’(p. 3073).
Clarke (2000) states that ‘the biographical approach views the later
decades of life as a time of ongoing development and self‐
determination, rather than a time of withdrawal and disengagement
from society’(p. 429). Surr (2006) points out that ‘relationships with
others, the broader social context in which individuals are situated
and narrative and storytelling’(p. 1720), play a crucial role in
biographical approaches to dementia care.
3.3.5 |Self‐care
The theme of Self‐Care emerged primarily in those articles that
mentioned ‘care diary’or more specifically, ‘self‐care diary’. The term
‘self‐care diary’often referred to a method or tool for obtaining
information from patients as part of study methodology (e.g., the use
of the SCD). However, there were also several papers that used the
term to refer to interventions or resources for patient self‐care for a
range of conditions including asthma, type 2 diabetes (T2D), spinal
muscular atrophy (SMA), oral health, cardiac health, type1 diabetes
(T1D) during pregnancy, and back pain. For example, in a study by
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Sabzghabaee et al. (2012), a self‐care diary was used as a resource to
‘educate the patient about their asthma and its management’(p. 67).
In a study by Zhu et al. (2021), patients with T2D were provided with
a self‐care diary that ‘consisted of items assessing the three main
components of self‐care among patients with T2D: physical activity,
eating behaviour, and medication compliance’(p. 33). In a study by
Linden et al. (2018), pregnant women and young mothers with T1D
were given a self‐care diary ‘for self‐reported monitoring of blood
glucose, insulin doses, diet, activities and daily mood measures’
(p. 233). Interestingly, the notion of Self‐Care emerging from all of the
articles that mention ‘self‐care diary’, is a highly individualistic and
context or condition‐specific notion. It did not include consideration
of a patient's broader care network (including family members or
friends) and only pertained to a limited range of care needs over a
limited period of time associated with the duration of a particular
condition or illness.
3.4 |Defining attributes of care biography
The theme of Meaningfulness and Existential Coping identified in the
literature reiterates the importance of care that accords with a
patient's personal goals, values, and identity. Thus, the concept of
Care Biography can be understood as enabling a person to achieve a
sense of meaning, purpose, and selfhood, in how they are cared for
throughout their life. The theme of Self‐Care from the literature
implies that patients have an important role to play in their own care,
reiterating the importance of a person's self‐care capacity, capability,
care preferences and care planning. These ideas highlight the
centrality of self‐care agency, a notion that is implicit across all three
attributes of the CLCT definition of Care Biography but requires
further explication and elaboration. Self‐care agency refers to a
person's ability to make decisions and act in ways that promote their
health and well‐being. Such an ability does not consist solely of a
person's own capacities and capabilities. It is acquired over time
through learning, development, and acquisition of resources, all of
which are dependent on their environment, in particular, the various
relationships they have with their broader care network (Lawless
et al., 2021). Hence, self‐care agency is a relational notion
(Burkitt, 2015) and Care Biography can be understood as a tool to
promote self‐care agency.
A Care Biography that captures both relevant objective
information (e.g., medical information, care history, care providers
and care networks), and relevant subjective information (e.g.,
personal preferences, goals, values, and social and cultural identity)
enables a deeper understanding of a patient's their care needs, which
includes the Social and cultural Contexts that shape those care needs.
This can then facilitate Empathy and Understanding, which can in turn
promote Positive Care Relationships necessary for self‐care agency.
The literature continues to emphasise the role of quality interactions
and communications in promoting positive care relationships across
various care contexts (Allande Cussó et al., 2021,2022; Feo
et al., 2023; Kwame & Petrucka, 2021; Tieu & Matthews, 2024).
Biographical approaches to care and the use of instruments such as
care‐diaries, can facilitate such interactions and communications
because they provide carers with a deeper understanding of the
patient as a person. However, as our analysis revealed, such
approaches and instruments may be limited in how much relevant
information is captured. They also tend to be initiated, directed, and
managed primarily by professional care staff, which limits the extent
to which patients can be actively engaged in their own care and thus
agents of their care. In contrast, a Care Biography is an instrument
that captures all the relevant information about a patient and
empowers them to actively engage with their broader care network
to receive care that accords with their unique individual needs.
Based on the critical attributes of the CLCT definition of Care
Biography and key themes from our analysis of the literature on
related concepts, the defining attributes of Care Biography can be
divided into two broad categories, namely, purpose and function of
promoting self‐care agency, and the narrative form and content of
the relevant documentation (Table 3).
3.5 |Model cases and potential applications
Given the novelty of the concept of Care Biography, we did not
identify any existing case examples in the literature that would
constitute model cases. However, some of the related concepts
analysed and discussed above are associated with applications that
might constitute similar or borderline cases (we also describe some
additional examples in the following section). Here, we outline
several potential applications of Care Biography (in nursing theory,
cardiovascular care, aged care, and cancer care), and potential
applications for further exploration and testing in transitional care,
and palliative and end of life care (Table 4). These examples were
developed through discussion among all authors, each of whom has
specific expertise in a particular research discipline and/or clinical
field.
3.6 |Borderline, related and illegitimate cases
The examples of ‘biographical approaches’to care, ‘self‐care diaries’,
and ‘ICU diaries’, may constitute related cases. The notion of a ‘care
diary’as a method or tool used to record specific health‐related
information over a specific period of time (which includes the SCD)
does not relate to the concept of Care Biography and thus
constitutes a borderline case. There are also other concepts and
examples that do not qualify as Care Biographies (or its application)
but share some important similarities, and in particular, converge with
the ethical and humanistic ethos underpinning Care Biography. For
example, ‘narrative based medicine’advocates for the integration of
objective empirical evidence with subjective clinical expertise linked
to a narrative and hermeneutical understanding of a patient's lived
experience of illness and associated holistic care needs (Greenhalgh &
Hurwitz, 1999; Greenhalgh, 1999). Similarly, ‘narrative nursing’
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describes how nurses can engage in dialog or story telling about
meaningful nurse–patient relationships as part of training and
professional development. It enables them to develop and foster a
narrative understanding of a patient's lived experience of illness and
care needs and equips them with the skills to elicit patient
perspectives on health and illness, which enables them to tailor care
provision accordingly (Fitzpatrick, 2021). These ideas converge on
the notion of ‘digital story telling', which describes a knowledge
translation (KT) method to promote a more comprehensive under-
standing of patient perspectives, lived experience, and holistic care
needs through the creation of muti‐media presentations (e.g., video
clips). The process enables greater consumer engagement and shared
decision making (Park et al., 2021; Pu et al., 2022). A key point on
which these examples converge with Care Biography is the need to
shift away from a unidirectional approach in how care‐related
information is applied in care practice, to a bidirectional approach
in which care‐related information from both care providers and
patients is applied in care practice as part of a collaborative effort.
Such a shift is necessary to ensure that care is appropriately
individualised, meaningful, and patient directed, which is the primary
goal of Care Biography application.
3.7 |Antecedents and consequences
The main antecedent of Care Biography is the capture of a broad
range of patient biographical information (both objective and
subjective) that informs subsequent care planning and provision.
This may include information about disease, illness, developmental
changes, life events, as well as a range of relevant biological, genetic,
psychological, social, and cultural information. Such information is
typically captured in various and often fragmented ways, both
formally as part of healthcare systems and records, and informally as
part of personal records (e.g., personal journals and social media
profiles). The additional and perhaps most important antecedent is a
conceptual one, namely, the recognition that such information can be
integrated and compiled into a meaningful narrative to guide ongoing
care planning and provision. While care plans draw from relevant
patient biographical information, they are often focused narrowly on
specific health outcomes and goals related to specific conditions over
a defined period of time. Hence, they lack the degree of
personalisation, holistic integration, and temporal or diachronic
integration that defines application of Care Biography. If the goal is
to provide care that is appropriately patient or person‐centred, then
we need the conceptual and practical resources to provide carers
with a deeper understanding of the patient and their care needs. This
requires that relevant biographical information (objective and
subjective) is used to inform care provision and confer on them a
sense of ownership of their care. Thus, on the one hand, Care
Biography provides us with a powerful conceptual tool to understand
the complexities of patient or person‐centred care, and on the other
hand, it serves as a practical tool to help us improve the content and
quality of care records and care plans. Genuine patient or person‐
centred care and self‐care agency emerges as a consequence.
3.8 |Empirical referents
Empirical referents of Care Biography will consist of various ways in
which Care Biographies are developed, constituted, and applied in
practice where it will require multidisciplinary teams and care
networks working together, communicating, coordinating, and
assisting patients to navigate the challenges and complexities of
their care journey. The model cases described in Table 4capture a
range of potential empirical referents that relate to the quality and
form of the biographical information designed to inform subsequent
care planning and provision. Care Biographies must be organised and
structured as a coherent narrative capturing relevant biographical
information and must also be meaningful to a patient, endorsed and
owned by them. At the core of Care Biographies is the relationship
between the patient and care professionals. There are tools being
developed to measure such empirical referents (Conroy et al., 2023;
Pinero de Plaza et al., 2023).
4|DISCUSSION
The concept analysis in this paper has enabled us to further develop
and refine the CLCT definition of Care Biography to capture the
relevant humanistic and ethical dimensions of care. A Care Biography
typically takes the form of a living document that captures the ebb
and flow of a patient's care needs over the life course. It enables the
TABLE 3 Defining attributes of care biography.
Purpose and function Form and content
•Promotes self‐care agency (where agency is understood in a
relational sense).
•Enables a deeper understanding of the patient to promote positive
care relationships.
•Guides comprehensive, holistic, and personalised care in various
contexts and settings over extended periods of time.
•Enables the patient and carer(s) to anticipate, plan for, and address
care needs that arise in future.
•Describes a patient's self‐care capability and capacity and care
preferences.
•Describes a patient's care relationships and care networks.
•Contains relevant objective and subjective information about the
patient and their sociocultural background.
•Contains a retrospective record of, and a prospective guide to, care
provision.
•Primarily takes the form of a cohesive narrative that is owned by the
patient but co‐created and endorsed by both patient and carer(s).
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TABLE 4 Model cases of application of care biography.
Disciplinary/clinical perspective Model case of application of care biography
Nursing Theory and Humanistic Care (MT; TC; JL;
RF; ML; APP; RAC; ALK)
Adapting Electronic Health Records (EHRs) to incorporate relevant biographical information
about patients –Such information will include:
−Personal goals and values
−Cultural background and sensitivities
−Religious and spiritual care needs
−A patient's care network comprised of both professional care providers and informal carers
(i.e., family, friends and social support network)Relevant biographical information entered
into EHRs shall be reviewed and endorsed by patients and their care network.
Cardiovascular Care (JH) Person‐centred care is a fundamental pillar of integrated cardiovascular care, which can be
facilitated by incorporating the defining attributes of Care Biography into Clinical History
Taking and Assessment. This would involve:
−Engagement with patients to identify needs, values, preferences, and self‐care capability
and capacity
−Collaboration with patients to generate and manage their personalised care plan (e.g.,
incorporating activities regarding adherence, risk factor and lifestyle modification)
−Redesign of conservative care practice models to promote self‐care through proactive
engagement with a patient's care network, requiring multidisciplinary collaboration and the
use of digital technology to support this approach
Aged care (SG; KL; JL; ML; LPL) “My Wellbeing Journal”has been developed to facilitate personalised care planning and goal
setting for people living with one or more chronic conditions (Lawless et al., 2023). The tool
could help by:
−Providing a record of a person's health and wellbeing goals
−Assisting with prioritising how a person's goals align with their self‐care and the care they
receive from others
−Supporting conversations between the person, their caregivers, and healthcare team about
their goals and preferences'My Wellbeing Journal' exists in the form of a booklet but can be
converted into a digital format.
Flinders Assistant for Memory Enhancement (FAME)—A one‐stop digital platform developed to
deliver nonpharmacological interventions to delay the onset of dementia and technologies to
support daily living (e.g., image‐based phone/video calls to connect with user's family and care
network, calendar) for older adults with mild cognitive impairment.
Further information on FAME:
https://blogs.flinders.edu.au/caring-futures-institute/2019/11/19/digital-health-teams-
solution-provides-day-to-day-support-for-memory-loss/
https://www.youtube.com/watch?v=ceU5czhMnhA
FAME is being re‐engineered to include a wider care network (or 'care ecosystem') involving of
family, clinicians, friends, and broader social networks. It aims to enable clients to interact with
their care networks to facilitate delivery and adherence to interventions tailored to their unique
care needs. Additional stakeholders in the care network can be identified, and their unique
role/s in empowering and supporting the client are developed and refined through co‐creation.
Transitional Care (AC) A model of care to promote continuity of care –A transitional and enrichment service between
a local health network and residential aged care provider in South Australia is under
development and awaiting further testing. The service involves:
−Extensive collaboration, consultation, and support between acute care staff and residential
aged care staff
−Integration of geriatric in‐home programmes and transitionary care programmes
−A digital platform (VIVA) to facilitate and deliver the programme
Ongoing development and testing of the digital platform VIVA is taking place across all
community services within a local health network and its divisions of Aged Care, Rehabilitation
and Palliative Care. The application is designed to:
−Enable all services across divisions to work on patient and carer driven goal setting
−Allow patients to be able to input information into VIVA itself (e.g., relevant biographical
information determined by them)
−Be accessed as part of any service they interact with across the divisions
Cancer Care (CT) There is growing awareness of the need for 'cancer navigators' to assist cancer patients to
navigate the technical and logistical complexities across their care journey (Chan et al., 2023).
Cancer Survivorship Care Plans (SCPs) have been used to support ongoing care and navigation
for cancer survivors for approximately 20 years but require refinement to meet the complex
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patient and their carers to develop a care plan that integrates prior
care history with future care trajectories in a comprehensive, holistic,
and personalised form. A thoroughly comprehensive Care Biography
would capture relevant information from the moment of birth (or
perhaps even during gestational development) all through to the end
of life. This would encompass a range of objective information (e.g.,
medical information, care history, care providers and care networks),
and subjective information (e.g., personal preferences, goals, values,
and social and cultural identity). It would also serve as a repository of
personal reflections on the experiences and challenges faced
throughout a patient's care journey. The information would be
integrated across time in meaningful and appropriate ways to
constitute a cohesive narrative developed and endorsed by both
patients and their carers. It would capture the way in which a person
and their care needs change over the life course and how those
changes are linked to relevant care networks, transitions, and
trajectories. It would be owned by the patient and used by them in
conjunction with their carer(s) and care network to negotiate care at
various stages of life and in response to various changes in health and
care needs throughout their life. Previous studies have shown that
adverse events or reactions linked to care provision could have been
avoided if staff had more information about the patient (Andersson
et al., 2015; Van Gaal et al., 2014). Thus, it could also capture relevant
information to ensure that such adverse events or reactions can be
avoided in future.
A Care Biography also captures the crucial role that care
networks play throughout a person's life, not only in assisting them
with their care needs but also in helping them navigate various
complexities and logistical challenges. Meeting a person's care needs
requires assistance from an extended care network that includes
multidisciplinary teams over an extended period of time, something
that has only been recently recognised, for example, through calls for
more integrated care and specialist navigators to work with patients
over an extended care journey (Bulto et al., 2024; Chan et al., 2023;
Gallagher et al., 2022) and applications of patient journey mapping
(Bulto, Davies, et al., 2024; Joseph et al., 2023; Ly et al., 2021). A
Care Biography is thus a diachronic or temporally integrated
representation of the patient, their care needs, and their care
network, and can facilitate greater focus on integrated and
continuous (rather than episodic) approaches to care provision over
extended periods of time. It promotes a more holistic and humanistic
conceptualisation of the patient, one that upholds their identity and
agency, and thus enables both patients and carers to be in the best
position to plan care that is appropriately person‐centred. Ultimately,
it challenges our existing assumptions and ideas around care and its
goals, and situates it within a philosophical framework that enables
the practice of care to be more explicitly and effectively geared
towards promoting ‘the good life’.
4.1 |Limitations of study
While our literature review was comprehensive with regard to the
range of databases searched and selection of relevant search terms,
we note that there were several other search terms identified from
our initial typography that were not included in our search and
TABLE 4 (Continued)
Disciplinary/clinical perspective Model case of application of care biography
care needs of cancer patients and their carers. These documents comprise a treatment
summary, follow‐up care instructions, information on potential treatment related late effects
and care needs of cancer survivors, and are co‐developed by healthcare teams and patients—
Cancer SCPs can be developed further to include:
−Relevant personal history including care needs, care received, lived experience of cancer
and related illnesses
−Information regarding the biographical disruption of a cancer diagnosis and its treatment
−Information that enables a broad range of carers (both formal and informal) to provide
personalised and holistic care for people living with and beyond cancer
A cancer survivorship care plan that incorporates the defining attributes of a Care Biography will:
−Enable professional care providers, people living with and beyond cancer (and their broader
care network) to plan, support and navigate care across the cancer continuum and beyond
−Contribute to integrated support for people living with and beyond cancer across acute care
settings, primary care, community care, and social services
Palliative and End of Life Care (AC) Care Biographies enacted by interdisciplinary specialist palliative care teams have potential to
support safe and high‐quality palliative care in non‐specialist palliative care contexts and
settings. It offers potential to:
−Support patient's and informal carer's agency in matters of care, e.g., advance care planning
and end of life decision making
−Support informal carers in their roles and negotiations with health services, and in
integration of palliative care
−Build relationships with the public health palliative care movement's agenda to promote
death literacy, highlighting matters of sociocultural and community importance (as opposed
to matters of clinical importance framed in biomedicine)
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analysis, such as ‘care narrative’,‘care passport’and ‘personalised
care plan’. To include one or more of those terms and associated
literature would go beyond the scope of the current concept analysis
without necessarily contributing further to its aims. However, it is
possible that additional literature may contain concepts closely
related to Care Biography that can further inform our concept
analysis and perhaps provide additional related or actual cases of
Care Biography and its application.
5|CONCLUSION
There is growing need and support for ways to capture the
biographical and lived experiences of patients more consistently
and accurately, particularly through the use of emerging digital and
information technologies. The concept of Care Biography is novel in
the health and care literature, only described in part, but can serve as
a powerful tool for this purpose. It promotes a deeper, and more
integrated and holistic understanding of care needs over their life
course, facilitating care planning and decision making, and ultimately
empowering patients to be in control of how they are cared for
throughout their life. It helps transform healthcare into a collabora-
tive and empathetic journey, where patients are active agents in their
care and where their unique personal, social, and cultural identities
come to the fore. Ultimately, it provides an important conceptual and
practical tool to achieve and uphold the ethical and humanistic ideals
of care amidst increasing application of digital and information
technologies in care provision.
ACKNOWLEDGMENTS
This work was not supported by any funding. Open access publishing
facilitated by Flinders University, as part of the Wiley ‐Flinders
University agreement via the Council of Australian University Librarians.
CONFLICT OF INTEREST STATEMENT
The authors declare no conflict of interest.
DATA AVAILABILITY STATEMENT
The data that support the findings of this study are available from the
corresponding author upon reasonable request.
ORCID
Matthew Tieu https://orcid.org/0000-0003-3578-6579
Regina Allande‐Cussó https://orcid.org/0000-0001-8325-0838
Maria A. Pinero de Plaza https://orcid.org/0000-0001-5421-9604
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How to cite this article: Tieu, M., Allande‐Cussó, R., Collier,
A., Cochrane, T., Pinero de Plaza, M. A., Lawless, M., Feo, R.,
Perimal‐Lewis, L., Thamm, C., Hendriks, J. M., Lee, J., George,
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