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On The Qi Deficiency in Traditional CH - 2014 - Taiwanese Journal of Obstetrics
On The Qi Deficiency in Traditional CH - 2014 - Taiwanese Journal of Obstetrics
Original Article
a r t i c l e i n f o a b s t r a c t
Article history: Objective: Qi deficiency (QD), one of the most common disorders in Traditional Chinese medicine (TCM),
Accepted 21 June 2013 is relevant to many disorders in obstetrics and gynecology. This study aimed to identify the common
processes and criteria for diagnosing QD among contemporary proficient TCM practitioners.
Keywords: Materials and methods: Steps of decision tree analysis and modified Delphi method were merged
decision tree analysis together into four-round postal questionnaires to collect qualitative and quantitative data. Open-ended
diagnostic process
questions and content analysis were used to explore the proficient TCM practitioners' cognitive activities
qi deficiency
used for diagnosis. The statements obtained from the qualitative responses were used to develop the
traditional Chinese medicine
items for subsequent questionnaires. Based on the TCM practitioners' responses, the diagnostic processes
and criteria for making diagnosis were generated.
Results: Twenty-eight out of the 30 participants completed all four questionnaires from June 2007 to
January 2010. The 11 diagnostic procedures identified in the returned first round of questionnaires were
used as the alternatives to select and rank for all the steps to diagnose QD. After three more rounds of
postal surveys, an algorithm with a five-stage diagnostic process as well as sets of decision criteria were
identified. Although the priorities of procedures and descriptions of reasoning were varied, the content
revealed the major themes in the model. The criteria to differentiate signs and symptoms (S/S) included
five principles for correlating S/S with QD, and 17 S/S should be differentiated carefully.
Conclusion: The results demonstrate that the TCM practitioners precisely diagnosed QD using a number
of specific procedures and criteria that could be used as a reference to understand women complaining of
S/S that could be similar to QD.
Copyright © 2014, Taiwan Association of Obstetrics & Gynecology. Published by Elsevier Taiwan LLC. All
rights reserved.
http://dx.doi.org/10.1016/j.tjog.2013.06.013
1028-4559/Copyright © 2014, Taiwan Association of Obstetrics & Gynecology. Published by Elsevier Taiwan LLC. All rights reserved.
318 H.-C. Chiang et al. / Taiwanese Journal of Obstetrics & Gynecology 53 (2014) 317e323
processes used by TCM physicians. The diagnostic processes were of the decision maker, modeling the decision making of a group of
divided into 2e5 stages, based on the content and theories of people, using emic information, as well as testing with negative
diagnosis rather than the thinking processes [6e8]. In reality, cases, and a parallel sample are recommended to overcome these
those descriptions were not only inadequate for representing the limitations [23,25].
complex interactions among different body parts, but also inca- The Delphi technique can provide evidence-based decision
pable of associating the human physiological and psychological making by extracting indicators of quality assessment, diagnostic
information. components, and refining the treatments from a group of experts
Qi deficiency (QD), one of the most common disorders in TCM, is [27]. In addition to offering a transregional interactive platform that
relevant to many disorders in obstetrics and gynecology, including allows experts to express their opinions freely [22,23,27], this
endometriosis, postmenopausal osteoporosis, anovulation, abor- technique asks experts to refer to the opinions of others, reconsider,
tion, and insufficient milk production [9e15]. In recent years, and then resubmit their opinions through a series of question-
studies have employed several quantitative and technological naires. These strengths of the Delphi technique may offset the
methods to detect the characteristics and applications of QD. They threats to the reliability and validity of the results. Therefore, this
have addressed certain manifestations, locations, risk factors, and study integrated the first stage of Gladwin's decision modeling and
physiological characteristics as the criteria used to diagnose QD Delphi method to represent the physician's experience for diag-
[4,10,16e19]. For example, defining qi as the collective behavior of nosing QD.
neuromuscular activities interpreted and quantized by temporal
fractal dimensions and surface electromyograms, Chang [4] iden- Participants
tified QD as the collectively weak and incoherent intensities of all
electromyograms as indicated by their fractal dimensions, and the A list of 53 experts was suggested by TCM professors from
overall loss of synchronization in rhythms. Defined as a lack of mainland China and from major TCM institutions in Taiwan. Thir-
strength to empower the whole body, QD causes dysfunction in teen TCM physicians from China and 17 from Taiwan agreed to
different parts of the body, affecting daily activity, respiration, participate in this study and provided informed consent. Only three
perspiration, bodily waste elimination, verbal performance, tongue participants from China were female. Approximately 87% of the
appearance, and complexion, as well as pulsation. Some lifestyles experts had over 10 years of clinical experience. All of them were
and histories of illness are cited as risk factors for QD, including either full- or part-time multispecialty physicians. Over 90% iden-
aging, diet, work, and frequent sickness or sickness for an extended tified themselves as proficient in internal medicine, 33.3% in ob-
period of time [16]. Some published standards for contemporary stetrics, 23.3% in otolaryngology, and 20% in pediatrics. Over 60% of
TCM practices have included QD [20,21]; they addressed the the experts had at least 10 years of teaching experience in TCM.
“number” of certain manifestations as the only criterion for diag- Twenty-nine of the 30 experts had taught at least one TCM course.
nosing QD. Chang [19] extracted 10 common manifestations of QD Seventy percent taught internal medicine, including 53% who
by combining literature reviews, expert meetings, and surveys. The taught diagnosis and fundamental theory, and 37% taught clinical
clinical manifestations included fatigue, lack of strength, sponta- practice.
neous sweating, dizziness, blurred vision, low voice, shortness of
breath, laziness to speak, pale tongue, and vacuous pulse. However, Data collection and analysis
the experts in Chang's [19] research offered diverging opinions on
the application of these manifestations for diagnosis. We conducted Round 1: Identify the major diagnostic procedures
this study to identify the common processes and criteria used to The first Delphi questionnaire, Qi-p1, asked the experts to
diagnose QD among contemporary proficient TCM practitioners. disclose their decision making process for diagnosing QD. Four
open-ended questions were developed based on a previous Delphi
Materials and methods study [16]. Twenty-seven of the 30 experts described their own
approaches in the Qi-p1, telephone calls or face-to-face interviews.
As an integral part of clinical decision making, diagnosis is a Content analysis was performed to explore the qualitative data, and
cognitive process in which physicians match a set of alternatives 11 statements related to the diagnostic procedures were generated.
with knowledge, and then select the preferred options or actions. The procedures were as follows: gather S/S via the four-
Researchers have attempted to understand how health personnel examinations; evaluate the possibility of QD via S/S (PSS); iden-
make clinical decisions in the real context by ethnographic decision tify the possibility of QD by the severity of S/S (WSS); identify the
analysis for years [22e24]. The methods of modeling decision tree possible location/viscera of QD via S/S (LSS); differentiate QD from
were divided into two phases and four steps. The first phase, model similar disorders via S/S (DSS); differentiate QD from similar dis-
building, is an inductive process consisting of the following three orders via risk factors (DRF); evaluate the severity of QD via S/S
steps: elicit decision criteria, develop individual decision trees, and (WQD); evaluate the possibility of QD via risk factors (PRF); identify
form a combined decision model from a group of informants. The the possible viscera of QD by analyzing risk factors (LRF); confirm
second phase, model validation, uses a separate small group of the diagnosis; and determine the treatment.
participants from the same population to test the model [23,25]. The experts also stressed the importance of holistic evaluation,
Incorporating individual decision models into a graphical as well as speculated on the appropriateness of QD diagnosis by
representation based on logic and a time sequence, ethnographic comparing the manifestation of a patient with a set of enacted
decision analysis can facilitate an in-depth and complete under- guidelines alone. Based on their responses, diagnostic procedures,
standing of the variables that influence decision making for a and criteria for differentiating the S/S, an additional open-ended
specific issue. The continuous interaction between analyzing the question, Qi-p2, was also developed.
interview data and developing a related model can produce com-
plete and valid criteria based on statements from decision makers Round 2: Build the model
instead of a research framework [25,26]. Nevertheless, as with Qi-p2 asked the experts to select and rank the procedures based
other methods, ethnographic decision analysis has certain limita- on their diagnostic experiences. Twenty-nine experts completed
tions; for example, it is time consuming, relies on retrospective Qi-p2. All of the individual diagnostic models have the same
memory, and has limited applicability. Focusing on the experience starting point as gathering S/S via the four examinations.
H.-C. Chiang et al. / Taiwanese Journal of Obstetrics & Gynecology 53 (2014) 317e323 319
As in Round 1, the experts offered additional opinions. Nine fundamental to this tree-like algorithm. The algorithm was divided
experts addressed a situation in which patients tell the physician into two branches during the second step and then split further
their sensations during a clinical encounter. Various complaints led with a maximum depth of nine. The right set of branches, systemic
to different diagnoses among the physicians. The decision-making QD (SQD), goes through WSS and further splits into two paths. The
process involves a number of procedures before a diagnosis is right path has PRF followed by LSS. The left path goes to LSS first
reached. The physicians generally had more than one favorite and then goes to DSS, DRF, and LRF. The left branch, viscera QD
process. However, some experts mentioned that they diagnosed (VQD), goes either to PSS first or directly to DSS followed by WQD,
through a smaller range of frequently used processes, except under with a side path to WSS and LRF. The themes divide the model into
special circumstances. Several experts suggested that identifying the following five stages: correlating, categorizing, attributing,
common diagnostic procedures is essential for new entrants to weighting, and planning. Some criteria for decision making were
learn how to diagnose a TCM disorder. also provided.
Nine of the 29 experts offered their criteria for integrating and/or
cross-referencing S/S. A few experts offered other opinions on the
Stage 1. Correlating
following areas: identifying the attribute, location, cause, patho-
In the clinical encounter, all paths used gathering of the S/S via
physiological mechanism, and tendency with varied precedence;
the four examinations as the starting point. TCM practitioners
occasionally neglecting the cause; and locating the affected viscera.
evaluate the possible correlation between the manifestation of a
patient and QD, as well as eliminate unrelated S/S via a set of
Round 3: Verify and reach consensus on the model
criteria. Table 1 reveals that three out of the five selected principles
Based on the results of Round 2, Qi-p3 was divided into the
emphasized a correlation between S/S as well as activity and rest.
following three sections: diagnostic processes, principles corre-
The remaining items emphasized that pale tongue coincided with
lating S/S with QD, and S/S required differentiation. Reasons to
other S/S as well as side effects from medication.
build the diagnostic process were addressed through open-ended
questions. When asked to select a maximum of three models
with explanation, only 12 experts chose more than one model. Two Stage 2. Categorizing
of the raw processes were assumed to be equivalent to each other PSS and LSS were presented in tandem in right or left branches,
and had to be combined. Those experts had two procedures in regardless of their precedence, indicating that S/S was the core
reverse order according to the patients' S/S and whether their oc- component in this stage. The branches revealed that TCM physi-
currences were expeditious. Nineteen experts explained their se- cians expressed concern over whether QD is localized in certain
lections and suggested modifications. viscera or is systemic.
Diagnostic processes selected by over 25% of the experts were
extracted and revised based on their suggestions for modifications.
Stage 3. Attributing
Statements in Sections 2 and 3 selected by 50% or more of the ex-
In the third stage, both DSS and PRF were presented twice.
perts were kept. A final confirmation and comments for the
Namely, the experts cross analyzed the risk factors and S/S to
remaining statements were performed.
confirm the assumption about the subtype of QD from Stage 2.
Fifteen experts stressed that risk factors play an important role in
Results
exploring the real causes of QD, but are not compulsory. In long-
established QD, elucidating the underlying mechanism is difficult.
The diagnostic processes adopted by TCM physicians, from June
Additionally, 78.57% of the experts agreed that 17 of the S/S should
2007 to January 2010, were identified using a three-round survey
be differentiated carefully. Table 2 indicates that most of the S/S of
and a final confirmation. Twenty-seven out of the 30 participants
QD resembles those of deficiencies in yang, blood, and yin. The key
completed all four questionnaires. Sets of criteria were generated to
to differentiation is thus to explore the origin of disorders. Thus,
build the diagnostic process and an algorithm of the diagnostic
Stage 3 focuses mainly on the attributes of QD.
process after the final survey.
LSS PSS
DSS
PRF DRF
Confirm diagnosis
Determine treatment
Modification
Fig. 1. The raw combination of the selected processes. DRF ¼ differentiate qi deficiency (QD) from similar disorder via risk factors; DSS ¼ differentiate QD from similar disorder via
signs and symptoms (S/S); LRF ¼ identify possible location/viscera of QD via analyzing risk factors; LSS ¼ identify possible location/viscera of QD via S/S; PRF ¼ evaluate possibility
of QD via risk factors; PSS ¼ evaluate possibility of QD via S/S; WQD ¼ evaluate severity of QD via S/S; WSS ¼ identify possibility of QD by the severity of individual S/S.
LSS PSS
Stage 2
Categorizing WSS
PSS
LSS
LRF
Confirm diagnosis
Stage 5
Planning
Determine treatment
Fig. 2. The five stages of diagnostic processes for qi deficiency. DRF ¼ differentiate qi deficiency (QD) from similar disorder via risk factors; DSS ¼ differentiate QD from similar
disorder via signs and symptoms (S/S); LRF ¼ identify possible location/viscera of QD via analyzing risk factors; LSS ¼ identify possible location/viscera of QD via S/S; PRF ¼ evaluate
possibility of QD via risk factors; PSS ¼ evaluate possibility of QD via S/S; WQD ¼ evaluate severity of QD via S/S; WSS ¼ identify possibility of QD by the severity of individual S/S.
The results indicate that integration is a highly effective approach promulgated guidelines emphasized the “number” of manifesta-
for extracting the common diagnostic model and identify the tions [20,21]. This discrepancy reveals that qualitative indicators
criteria for building the diagnostic processes from a group of cross- were neglected. This finding could also reflect the limitations of the
regional experts. promulgated guidelines and contribute to developing guidelines in
Due to the qualitative and descriptive basis of the data, we the future.
narrowed down the raw combination (Fig. 1) into five-stage pro- Among various subtypes, only VQD and SQD were selected as
cesses (Fig. 2). According to Fig. 2, TCM physicians, a rather het- the most important alternatives to determine the initial direction to
erogeneous panel, approached the diagnosis of QD appropriately by follow. The reasons were recognized as deficiency in genuine qi or
applying different sets of specific procedures and criteria. The ancestral qi affecting the function of the whole body. However, the
content of the procedures demonstrated two sets of constructs. The decline in the function of any specific viscera might not affect the
first set was empirical information about S/S and risk factors. S/S whole body [28]. Selecting either SQD or VQD depended on the
were important due to their presence in all stages. Meanwhile, risk significant functional declines in a certain part of the body. This
factors, which were absent until a subtype had been indicated by S/ finding corresponds to the result in our previous article, in which
S, could ensure the inference of QD from S/S. The second set of the features of certain VQD are considered the combined expres-
constructs was cognitive activities, in which correlation, differen- sion of SQD and a specific viscera deficiency [16].
tiation, localization, and weighting were used to cross reference S/S Most of the themes of the five stages match the four features of
and risk factors. These procedures reflect the complexity of diag- the dynamics of diagnosis. However, the prediction of tendency
nosis making in TCM. was missing and replaced by weighting. Change in the affected
According to Table 1, activity and rest are the most informative location implies an extended affected area, which is not only a form
criteria for detecting QD, which is in agreement with the nature of of increased severity, but also an evolution of disorder. Therefore,
QD, i.e., the lack of strength to empower different parts of the body. change in the location is crucial for weighting severity. Additionally,
However, this finding contradicts the criteria in which the some experts suggested that more S/S implies a higher severity of
322 H.-C. Chiang et al. / Taiwanese Journal of Obstetrics & Gynecology 53 (2014) 317e323
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