Results
Literature searches were conducted in August 2020 and repeated in May 2022. In this section, we present the combined results of both searches. We identified a total of 8328 papers (published in 2010-2022) for screening, of which 50 (0.6%) were included in this review. A PRISMA flowchart of the article selection process is shown in Figure 1 .
PRISMA (Preferred Reporting Items for Systematic Reviews and Meta-Analyses) flowchart—article selection process. *No registers were searched; **No automation tools were used; MSK: musculoskeletal.
We identified 3 previous systematic reviews, 2 (67%) of which we had already found while developing the protocol for this review [ 22 , 23 ] and 1 (33%) that was new [ 46 ]. One review focused specifically on the effects of text messaging for managing musculoskeletal pain conditions [ 22 ], while the remainder focused more broadly on digital health or mHealth for musculoskeletal conditions but covering some aspects of messaging [ 23 , 46 ]. The previous reviews were conducted in Australia, the United Kingdom, and the Netherlands, all countries classed as very highly developed according to their HDI. The characteristics of the reviews are shown in Table 1 , and the findings are shown in Table 2 . We did not identify any previous reviews related to design aspects of messaging for musculoskeletal pain conditions.
We included 47 papers describing 40 primary studies (22/40, 55% experimental; 16/40, 40% observational; and 2/40, 5% mixed methods). In total, 10% (4/40) of the experimental and observational studies had associated or embedded qualitative or mixed methods studies. The results of 5% (2/40) of the studies were multiply reported, and 8% (3/40) of the studies had either an associated design paper or a protocol paper containing design information. A total of 18 countries were represented, with the United States publishing the largest number of studies (9/40, 23%) followed by Australia (6/40, 15%) and Denmark (4/40, 10%). By HDI, most primary studies were conducted in very highly developed countries (36/40, 90%), 8% (3/40) were conducted in highly developed countries, and 3% (1/40) were conducted in a country of medium development . No studies were reported from countries of low development .
At the time of our search, 70% (35/50) of the previous reviews and primary studies had been published in the 3 years before our search. The characteristics of the primary studies are shown in Table 3 and Figure 2 [ 24 , 26 , 27 , 30 - 32 , 35 - 38 , 47 - 83 ].
Characteristics of review papers related to messaging for people with musculoskeletal (MSK) pain conditions.
a On the basis of the lead author’s affiliation.
b HDI: Human Development Index [ 45 ].
c SR: systematic review.
d VH: very high.
e RCT: randomized controlled trial.
f Review included surgical studies; we report the subgroup of nonsurgical studies or participants in this table.
g QoL: quality of life.
h ScR: scoping review.
i mHealth: mobile health.
j RA: rheumatoid arthritis.
Findings of review papers related to messaging for people with musculoskeletal (MSK) pain conditions.
Review included 7 RCTs a on patients with MSK pain conditions (3 with RA b , 1 with chronic widespread pain, 1 with upper- or lower-limb MSK injuries, 1 with frozen shoulder, and 1 with knee pain) [ 30 - 32 , 35 - 38 , 47 ]
Messaging used to support behavior change. Most studies targeted physical activity or medication compliance.
Messaging features varied across studies. Examples include individualization to patient goals, timing, frequency, duration, directionality, and other intervention characteristics.
The included studies provided little or limited description of the theoretical frameworks underpinning the interventions.
Patient preferences were not described.
Clinical outcomes such as pain, function, disability, exercise adherence, QoL c , satisfaction with health care services, confidence in treatment, self-efficacy, and anthropometric measures
Findings:
Text messaging+UC d vs UC
No difference on pain [ 30 ]
Equivocal or no difference on function [ 30 , 32 ]
Equivocal or no difference on unscheduled appointments [ 31 ]
Increase in calls to nurses [ 31 ]
Messaging as part of the intervention vs any treatment:
Pain: decrease [ 37 , 38 ]; equivocal or no difference [ 35 , 47 ]
Function: equivocal or no difference [ 35 , 47 ]; increase [ 36 , 37 ]
Exercise adherence: increase in self-reported adherence; equivocal or no difference on assessor-reported adherence [ 36 ]
QoL: equivocal or no difference [ 31 ]
SF-36 e MCS f : increase [ 35 , 37 , 47 ]
SF-36 PCS g : increase [ 37 ]; equivocal or no difference [ 35 , 47 ]
Comparison of messaging vs phone counseling
Patient feedback and AEs h : assessed in 7 studies; AEs reported in 3 studies unrelated to messages
Aspects of messaging were described in each of the following: 3 studies on self-management of back pain [ 24 , 25 , 27 ], 1 digitally delivered multidisciplinary pain program for back pain [ 28 ], and 1 conservative digital care program for knee pain [ 26 ].
Not described
Pain or function assessed via RCTs.
Messaging (along with phone calls or email reminders) was described in the context of “additional efforts to encourage engagement” or “additional forms of support.”
Review concluded that “additional forms of support” may be linked to positive outcomes (including improvement in pain and function); however, variability in messaging intervention characteristics hinders conclusions regarding effectiveness specific to messaging.
Included 3 RCTs assessing the effectiveness of SMS text message reminders for medication adherence [ 32 ] and reducing sitting time [ 37 , 48 ].
Not described
Some studies incorporated patients’ preferences; participants could select reminder frequency (1-5 per week) [ 37 , 48 ].
Messaging not evaluated directly; rather, patient outcomes relevant to the primary objective were assessed, such as medication compliance [ 32 ] and sedentary time [ 37 , 48 ].
Findings included the following:
Increase in medication compliance j [ 32 ]
Reduced sitting time [ 37 ]
a RCT: randomized controlled trial.
b RA: rheumatoid arthritis.
c QoL: quality of life.
d UC: usual care.
e SF-36: 36-item Short-Form Health Survey.
f MCS: Mental Component Summary.
g PCS: Physical Component Summary.
h AE: adverse event.
i mHealth: mobile health.
j 19-item Compliance Questionnaire on Rheumatology, incorrectly described as the 9-item Compliance Questionnaire on Rheumatology in the review by Seppen et al [ 46 ].
Characteristics of primary studies related to messaging for people with musculoskeletal (MSK) pain conditions.
a On the basis of the lead author’s affiliation.
b HDI: Human Development Index [ 45 ].
c VH: very high.
d Mobile health design paper.
e H: high.
f Messaging-specific design paper.
g Messaging provided using a social media app.
h M: medium.
Overview of 47 papers describing 40 primary studies by condition, purpose, and role of messaging. The circled numbers represent the number of papers. CBT: cognitive behavioral therapy; MSK: musculoskeletal; PA: physical activity; PROM: patient-reported outcome measure.
In the previous reviews [ 22 , 23 , 46 ] ( Tables 1 and 2 ), the most commonly reported messaging interventions were for people with rheumatoid arthritis (RA) and back pain. For RA, messaging was used to monitor medication and disease activity [ 31 ] and improve medication adherence [ 32 , 46 ] and for reminders to reduce daily sitting time [ 37 , 46 ]. For people with back pain, messaging was used mostly as a component of self-management, with approaches focused on education and behavior change strategies [ 24 , 25 ], supportive messages provided by a health coach during periods of low engagement with a digital self-management program [ 27 ], and motivating messages sent as part of a multidisciplinary pain program [ 28 ].
Other studies described uses of messaging for people with knee pain, systemic lupus erythematosus, frozen shoulder, chronic widespread pain, and limb injuries or conditions. For knee pain, one study reported a lifestyle intervention focused on behavior change [ 22 , 38 ], and another reported participation reminders and app-based messaging with a personal coach as part of an exercise, education, or cognitive behavioral therapy (CBT) or weight loss or psychosocial support program [ 23 , 26 ]. For frozen shoulder, reminder, encouragement, and education messages were used to promote exercise compliance and improve shoulder function [ 30 ]. For chronic widespread pain, a CBT intervention used SMS text message diary completion prompts, with those diary entries then informing the treatment used by a therapist [ 35 ]. For limb injuries and conditions, messaging was used to promote adherence to a home exercise program in one study [ 36 ].
Rheumatic diseases accounted for the largest proportion of the included primary studies (19/40, 48%), followed by studies on multiple musculoskeletal conditions or pain sites (10/40, 25%), back pain (9/40, 23%), neck pain (1/40, 3%), and “other” (1/40, 3%; Table 3 ).
Of the 19 rheumatic disease–related studies, 8 (42%) focused on osteoarthritis [ 26 , 38 , 52 , 53 , 55 , 57 - 59 , 78 - 80 ], 5 (26%) focused on RA [ 31 , 32 , 37 , 48 , 51 , 56 , 75 ], 2 (11%) focused on fibromyalgia [ 35 , 47 , 50 ], 2 (11%) focused on osteoporosis [ 49 , 76 ], and 1 (5%) each focused on ankylosing spondylitis [ 54 ] and chronic arthritis [ 77 ].
Of these 19 studies, 14 (74%) described the use of messaging to promote behavior change with the intention of improving levels of physical activity, assisting weight loss, improving sleep, or reducing stress [ 26 , 32 , 35 , 37 , 38 , 47 , 48 , 50 , 51 , 53 - 59 , 75 , 78 - 80 ]. A total of 11% (2/19) of the studies described messaging for providing information [ 49 , 52 ], and 5% (1/19) described the use of messaging to collect data for disease monitoring and guide clinical care [ 31 ]. In total, 26% (5/19) of the studies described aspects of design and development of messaging systems for people with knee osteoarthritis [ 79 , 80 ], osteoporosis [ 76 ], and chronic arthritis [ 77 ]. The design and development aspects are described in later sections.
Of the 8 studies on osteoarthritis, 2 (25%) focused on behavior change based on personalized goals. In the first study, which proposed personalized goals based on machine learning, participants were sent daily push notifications to remind them of their goals together with an interesting fact or answer to a frequently asked question [ 59 , 80 ]. Similarly, the second study used messaging to provide reminders to complete individualized physician-assigned goals and tasks, for which participants also used messaging to provide confirmation, or otherwise, that they had completed their personalized goals [ 55 ].
A total of 4 (50%) of studies focused on physical activity and exercise behavior change for people with knee osteoarthritis: of those, 1 (25%) used messages to decrease inactive behavior in people with knee osteoarthritis [ 53 ] and another (25%) used targeted personalized motivational reinforcement messages based on previous and current physical activity for people with osteoarthritis and sleep disturbance [ 57 ]. In the third study, which had an experimental design, the authors also explored patient attitudes and experiences of a self-directed digital health intervention incorporating automated messages to support strengthening exercises [ 78 , 79 ]. The fourth study, in which 77% of participants had knee osteoarthritis, described a digital care program that sent participants reminder messages if they did not engage with the program at the required intensity and also allowed participants to communicate with their health coach using messaging [ 26 ].
A single study focused on providing information for people with knee osteoarthritis, where messages were used to improve patients’ knowledge about their condition and treatment options before consultation with their specialist as part of shared decision-making [ 52 ].
A further study focused on knee osteoarthritis prevention, describing a self-management lifestyle intervention for young to middle-aged rural-dwelling women that incorporated messaging to provide key behavior reminders [ 38 ].
Of the 5 studies on RA, 2 (40%) used message reminders as part of a motivational counseling intervention to reduce sitting time [ 37 , 48 , 56 ], and 1 (20%) focused on physical activity behavior change with messaging used for coaching, prompts, reminders, and monitoring of physical activity program adherence [ 51 , 75 ]. A further study assessed the effects of text messages on medication adherence [ 32 ]. One study collected data using text or app-based messaging for symptom or disease monitoring and patient-reported outcome measures [ 31 ].
In a study that recruited women with chronic widespread pain (80% met the American College of Rheumatology criteria for fibromyalgia), text messaging was used to prompt diary completion and allow participants to exchange short messages with their therapist. The diary information was used by therapists to inform patient care [ 35 , 47 ]. A second guided imagery study also focused on people with fibromyalgia used text messaging to remind participants to practice their imaging exercises together with randomly selected reinforcement messages [ 50 ].
A study on patients with osteoporosis and nontraumatic fractures used text messaging to provide patients with treatment advice based on a validated fracture assessment tool and assessed whether the advice provided subsequently changed primary care physician management of their fracture [ 49 ].
Finally, one study described the use of social media messaging (WeChat) for people with ankylosing spondylitis, with messaging used for appointment reminders, for communication between physicians and patients, to record follow-up information, and for patients to provide feedback [ 54 ].
A total of 10 studies focused on multiple musculoskeletal conditions or pain sites (n=1, 10% each on the neck or back [ 64 ], neck, shoulder, or back [ 66 ], and chronic knee or low back pain [LBP] [ 67 ]). A total of 50% (5/10) of the studies recruited participants with a range of musculoskeletal problems typically seen in the general population [ 36 , 60 , 61 , 65 ], and 20% (2/10) of the studies recruited adults with chronic pain but not pain exclusively of musculoskeletal origin [ 62 , 63 ]. A further study focused on chronic musculoskeletal pain in veterans [ 81 ].
Of these 10 studies, 9 (90%) described behavior change interventions [ 36 , 60 - 63 , 65 - 67 , 81 ], and 1 (10%) was focused on providing information [ 66 ].
For neck and back pain, one study described the use of an artificial intelligence–enabled app that implemented evidence-based guidelines for self-management, with messaging provided within the app to remind participants to exercise and provide contact with the treating team [ 64 ]. A second study on workers with neck, shoulder, or back pain also described the use of artificial intelligence, wherein a chatbot provided messages with exercise instructions and suggestions for symptom improvement [ 66 ]. One study focused on chronic knee or LBP described a digital care program incorporating sensors and an app that allowed participants to communicate with a personal coach via SMS text messaging and app-based messaging [ 67 ].
Another 20% (2/10) of the studies included adults with chronic pain but not exclusively pain of musculoskeletal origin [ 62 , 63 ]. The first included patients being treated by a hospital-based pain management service for a range of conditions (LBP; cervical or upper-extremity, lower-extremity, abdominal or pelvic, and head or face pain; and multiple pain sites, with pain of ≥4 on a 0-10 scale). Participants used an app that incorporated reminders to complete daily assessments and also provided 2-way messaging [ 63 ]. The second study, with similar wide-ranging pain sites, used automated text messaging to prompt skill practice as part of an internet-delivered CBT program for chronic pain [ 62 ].
Regarding patients attending hospital physiotherapy services for a range of musculoskeletal problems, 10% (1/10) of the studies examined whether SMS text messaging could increase home exercise compliance [ 36 ]. In this study, compliance with exercises was encouraged via motivational SMS text messages sent by the physiotherapist. Similarly, the use of messaging to encourage home exercise compliance was described in a study on patients with musculoskeletal problems attending a chiropractic clinic [ 60 ].
In the physiotherapy outpatient setting, the use of SMS text message reminders to reduce clinic nonattendance was described in 10% (1/10) of the studies [ 61 ].
A total of 20% (2/10) of the studies focused on specific populations. The first, a community-based study, aimed to improve the physical activity of older adults (aged ≥60 years, most of whom had musculoskeletal problems) and used social media messaging (WhatsApp) to inform participants of scheduled walks and promote social interaction between participants [ 65 ]. The second study focused on a chronic musculoskeletal pain program in veterans and used behavior change messaging for stress management and adoption of healthy sleep practices and to increase engagement and retention in the program [ 81 ].
A total of 20% (8/40) of the studies described behavior change interventions [ 24 , 27 , 68 - 73 , 82 ], and 5% (2/40) described the design and development (described in a later section) [ 82 , 83 ]. Of the 8 behavior change studies, of these 4 (50%) described the use of individual or personalized messaging for physical activity goal reminders and reinforcement [ 24 ], encouragement messages and physical activity suggestions [ 69 ], motivational notifications for self-management [ 73 , 82 ], and individual activity level–based feedback messages provided on a PDA to encourage behavior change [ 68 ]. A total of 13% (1/8) of the studies described a self-management app with notifications to encourage walk breaks and posture exercises [ 72 ].
A total of 38% (3/8) of the studies described the use of 1- or 2-way messaging with a health coach, physiotherapist, or sports scientist for support, encouragement, and participation reminders as part of self-management programs [ 27 , 70 , 71 ].
Only 3% (1/40) of the studies focused specifically on neck pain. This study described a behavior change intervention for office workers with chronic neck pain incorporating weekly messages about caring for their pain with information about the importance of exercise and to provide encouragement to complete prescribed exercises [ 74 ].
A total of 3% (1/40) of the studies, on patients with frozen shoulder recruited from an orthopedic outpatient clinic, used messaging to provide reminders, encouragement, and education to promote shoulder exercise compliance [ 30 ].
In this section, we report findings related to the design and development of messaging interventions. Because patient preferences, where accommodated, were generally addressed through participatory or co-design, we have reported the results of review questions 2 and 3 together. The findings are presented in three groups: (1) information found in papers specifically focused on the design and development of messaging interventions, (2) information found in mHealth design papers where some aspect of messaging was described alongside other mHealth functions, and (3) incidental design and development information found in papers that reported the results of messaging or mHealth interventions. The design-specific papers are shown in Table 4 and Figure 3 [ 76 - 83 ].
Papers focused on messaging design and development and patient preferences.
Tailored messages were an optional component intended to increase engagement and retention.
Participatory design involving a panel of veteran advisors, experts, and end users (number not specified). Input sought through interviews, focus groups, and usability testing but not described in detail.
Messages were described as targeting behaviors, with message content and schedules matched to the participant’s stage of change based on the transtheoretical model of health behavior change [ 84 ]. The process through which the message content and schedules were derived was not described. Example messages included the following: “As a Veteran, you likely know many people who have or had pain. Think about one of them who could inspire you to manage your pain. Stress can make people more prone to pain. If you lower your stress, you can help lower your pain. See PAC activity Get the Facts [short-url].”
Messaging (via push notifications) used within the app to encourage physical activity
Authors stated that focus groups and iterative testing and development with patients, health professionals, and researchers were part of the development process without further detail.
Structured intervention mapping [ 85 ], behavior change theories [ 86 ], and normalization process theory [ 87 ]
During the development process, patients and health professionals (eg, physiotherapists and psychologists) were interviewed on their experience managing LBP. Educational content was reviewed by clinicians and researchers.
Patient case data (baseline information, physical activity monitoring, and weekly patient-reported health and adherence outcomes) were used to generate motivational notifications to encourage physical activity. Little messaging-specific design information was provided.
Messaging used to communicate the results of a bone density scan (DXA d ) to women and coordinate their follow-up appointment with their general practitioner.
A participatory design [ 88 ] was used. The team consisted of researchers, women, physicians, other health care professionals, and app designers.
The iterative participatory app design process was somewhat unclear and described as commencing with 3 workshops (first, to generate ideas; second, to review wireframe designs; and third, to discuss the overall design content), followed by the creation of the design, feedback from users, development of a prototype, laboratory tests and feedback, adjustment, and final development. Messaging-specific design and development considerations were not described.
SMS text message–based intervention
Automated behavior change messages to promote exercise, with adaptive messages triggered by participant responses
Phase 1: theoretical rationale and application to inform the intervention
SMS text messaging was selected as the mode of delivery based on literature describing it as a scalable, effective, efficient, and affordable way to promote adherence to health behaviors [ 19 , 89 - 94 ]. The authors used a previous scoping review [ 95 ] that mapped barriers and facilitators against the Theoretical Domains Framework [ 96 ]. Furthermore, the COM-B f framework for understanding health behavior [ 97 ] and the BCW g [ 97 , 98 ] were used throughout this phase. Previous work was used to identify messaging intervention functions appropriate for the SMS text messaging format [ 99 ].
Phase 2: development of SMS text messaging functions and a message library
The SMS text messaging functionality was guided by the literature [ 100 ]. SMS text messages were automated and adaptive. Participants’ self-reported exercise adherence triggered a BCT h .
The content of the messages was codeveloped by 7 academics, 4 physiotherapists, and 1 person with knee OA. The authors based their messaging frequency on previous literature, which, while inconsistent, suggests that 3 messages per week tapered over time was appropriate [ 92 , 100 ]. Examples are provided in appendixes accompanying the authors’ article [ 79 ] and in Table 5.
Messaging as a component in an app
To provide medication or postural reminders
Authors referred to the PSD i model [ 101 ].
Structured interviews to identify patient preferences for features in a hypothetical app and their motivations for selecting those features
Limited messaging-specific information provided; however, reminders were rated highest in terms of desired features (medication and also posture). Praise and reward messages were considered less important, and social interaction features were rated the lowest.
App was developed through an iterative design process that comprised medical researchers, physicians, physical therapists, patient representatives, and app developers.
Iterative development process involving researchers, health professionals, app designers, and patient representatives over 3-week “sprints” of development; user testing; reiteration; and, finally, pilot-testing
After a review of the literature and consensus meetings, it was determined that motivation enhancement techniques such as reminders could increase the intervention effect.
The Fogg Behavior Model [ 102 ], persuasive design [ 103 ], and daily push notifications to remind users of their goal and provide education on OA
Iterative codevelopment to identify relevant domains, content sources, frequency, appropriate timing, and a series of evidence-based messages for self-management of LBP
Behavior change methodology [ 104 ] previously used by Redfern et al [ 105 , 106 ] that links BCTs to frameworks such as information-motivation-behavior, theory of reasoned action, theory of planned behavior, social cognitive theory, control theory, and operant conditioning.
2-phase process previously used to develop messages in cardiology [ 106 ] conducted with consumers, researchers, and clinicians (n=39) to generate 82 messages
Phase 1: development of concept and content with 15 consumers, clinicians, and researchers over 2 workshops to determine messaging features. In the workshop, it was decided that 4 weekly messages would be sent across the domains to provide education, motivation, or behavior change. Timing of appropriate messages for LBP self-management (9 AM, 12:30 PM, 4 PM, and 6 PM) was drawn from the literature [ 90 , 105 ].
Messages were subsequently drafted by 2 researchers and 2 consumer representatives and were then reviewed by 2 researchers with expertise in behavior change.
Phase 2: iterative web-based review phase beginning with experts, then followed by consumers. Each message was reviewed by at least 2 participants in each round. Experts provided a score (mean 8.3/10) for appropriateness of content with consideration to current evidence and the likelihood of clinical effectiveness. Messages with a score of <8/10 (34%) were revised and then assessed by people with lived experience with LBP. These consumers scored each text messages on utility of content, understanding, and language acceptability. Messages with a score of <12/15 (31%) were revised according to feedback. Most frequently, consumer feedback focused on making the content more specific and less technical and including more examples.
a mHealth: mobile health.
b MSK: musculoskeletal.
c LBP: low back pain.
d DXA: dual-energy x-ray absorptiometry.
e OA: osteoarthritis.
f COM-B: Capability, Opportunity, and Motivation–Behavior.
g BCW: Behavior Change Wheel.
h BCT: behavior change technique.
i PSD: Persuasive System Design.
Overview of 8 papers describing aspects of design and development of messaging. The circled numbers represent the number of papers. MSK: musculoskeletal.
A total of 4% (2/47) of the papers comprehensively described the design and development of SMS text messaging interventions for knee osteoarthritis [ 79 ] and back pain [ 83 ].
In 2019, Nelligan et al [ 79 ] comprehensively described a formal two-phase process to (1) identify behavior change targets and (2) design a library of SMS text messages to support adherence to home exercises for people with knee osteoarthritis. The development was guided by the recommended steps for developing text messaging–based programs for health behavior change published by Abroms et al [ 100 ] in 2015.
The first phase of development, comprising 3 stages, focused on target behavior, barriers, facilitators, and behavior change techniques using the Behavior Change Wheel framework [ 97 , 98 ]. Stage 1 drew on the literature to define the problem in behavioral terms, explaining the behavioral target and context and the barriers and facilitators for people with knee osteoarthritis in terms of participating in exercise mapped to domains in the Theoretical Domains Framework [ 96 ]. Barriers and facilitators relevant to the target behaviors were organized using the Capability, Opportunity, and Motivation–Behavior model for behavior change [ 97 ]. Stage 2 mapped barriers and facilitators to select intervention functions and behavior change techniques appropriate for implementation using SMS text messaging [ 93 ]. In stage 3, behavior change techniques for each function were identified from the Behavior Change Technique Taxonomy (version 1) [ 99 ].
The second phase involved the development of SMS text messaging functionality, specifically, a message library of content and determination of message frequency and level of interaction. Messaging content was derived by taking each barrier- or facilitator-linked behavior change technique identified in the first phase and constructing a relevant SMS text message. Message content was derived with input from 12 participants (1 person with knee osteoarthritis, 7 researchers, and 4 physiotherapists). In total, 3 authors derived the final message bank. A fourth author reviewed the final SMS text message wording to ensure that it was consistent with the Behavior Change Wheel mapping process and the identified behavior change techniques. The final message bank was organized into a 24-week schedule, assessed using literacy tools for readability, and tested by the authors for functionality and errors.
Author-provided examples of the mapping process and resulting SMS text message content for example barriers and facilitators are shown in Table 5 .
Example barrier and facilitator mapping process, abridged from Nelligan et al [ 79 ].
a COM-B: Capability, Opportunity, and Motivation–Behavior.
b TDF: Theoretical Domains Framework.
c BCT: behavior change technique.
In 2019, Fritsch et al [ 83 ] described the co-design process used to derive a bank of evidence-based lifestyle-focused messages for an LBP self-management text messaging intervention.
The authors used an iterative 2-phase co-design approach based on a framework used to design prevention messages for patients with cardiovascular disease previously published by Redfern et al [ 106 ] in 2014.
Phase 1 consisted of two 2-hour workshops intended to develop the concept, initial content, and messages. Workshop participants were researchers, clinicians with specific knowledge related to LBP, and consumer representatives from the support group Musculoskeletal Australia. At the first workshop, participants identified important domains relevant to LBP (exercise, education, mood, use of care, sleep, and medication) through reference to an evidence-based consumer resource ( Managing your pain: An A-Z guide ; Musculoskeletal Australia). The second workshop was focused on identifying sources of content for messages and duration, frequency, and timing of messages. Identified sources of content were relevant peer-reviewed literature, Australian and international clinical practice guidelines for LBP, and consumer group patient educational resources. Message frequency (4 messages per week) and timing (9 AM, 12:30 PM, 4 PM, and 6 PM) were based on previous work in coronary heart disease [ 107 ]. The development team considered that an intervention program duration of 12 weeks would be appropriate, with exercise domain messages being sent twice per week (emphasizing the importance of remaining active) and 1 message sent per week for each of the other domains.
This phase of the development process was also informed by previous work on factors related to engagement, perceived usefulness, behavior change, and delivery preferences for patients with coronary heart disease [ 105 ].
Following the workshops, a team comprising 2 researchers and 2 consumer representatives drafted evidence-based behavior change messages following the same theoretical approach by Redfern et al [ 106 ]. Messages were focused on education, motivation, or behavior change in the domains of providing information or encouragement ; prompting about consequences, intention formation, monitoring self-behavior, and barrier identification ; advice about setting graded tasks ; and strategies aimed at relapse prevention and the use of prompting and cues . The team drafted an initial set of 82 positively phrased messages (by domain: 40 exercise messages, 10 education messages, 10 mood messages, 8 use of care messages, 7 sleep messages, and 7 medication messages) to take forward to the second phase of development.
In the second phase, the authors used a web-based survey of leaders in the field of LBP management to assess the appropriateness of the message content, gather opinions on the likelihood that the messages would be clinically effective, and make recommendations for message content improvement. The mean score for the messages from the expert review was 8.30/10. Messages with a score of <8/10 (34%) were modified in response to accompanying feedback. Subsequently, consumers scored each text message on utility of content, understanding, and language acceptability. Text messages with a consumer review score of <12/15 (31%) were revised according to feedback (mean score 12.5/15 points). Most frequently, consumer feedback focused on making the content more specific and less technical and including more examples.
A total of 9% (4/47) of the papers described the design and development of more general mHealth interventions, where those interventions contained some use of messaging (alongside other mHealth features) for people with knee or hip osteoarthritis [ 80 ] and back pain [ 82 ], pain self-management for veterans [ 81 ], and women newly diagnosed with osteoporosis [ 76 ]. In total, 2% (1/47) of the papers focused on feature preferences for an app to support the self-management of chronic arthritis [ 77 ].
In each case, the design of the overall intervention was typically well described; however, the design of the content, timing, and frequency of the messaging components was not described in detail ( Table 4 ). Because these papers provided little useful messaging-specific design and development information, we do not discuss them any further.
We found little useful design-related information contained within the papers describing results of interventions. Typically, the papers described the purpose and behavior of the messaging component within their intervention, but the design processes used to determine message content, timing, and frequency were described incidentally or not at all (studies shown in Tables 6 and 7 ) [ 30 , 35 , 36 , 38 , 47 , 50 , 60 , 62 , 63 , 65 , 66 , 72 , 74 ]. For example, one paper provided examples of messages intended to provide encouragement, education, or motivation but provided no explanation of how these were derived [ 30 ]. Similarly, some papers (4/47, 9%) made a passing reference to co-design processes involving patients and clinicians but provided limited detail [ 37 , 48 , 55 , 56 ].
Some papers (17/47, 36%) described the use of messaging adaptivity (ie, dynamic system-initiated changes to the delivery of messaging to personalize content, frequency, or timing of messages based on automated or manual triggers) or individualization . Triggers for adaptivity included self-reported exercise adherence [ 79 ], automated physical activity data derived from wearables [ 57 , 68 , 73 ], self-reported data [ 54 , 66 , 71 ], personalized goals [ 37 , 48 , 55 , 56 ], and manual adaptivity triggers initiated by study personnel [ 31 , 63 ] and health coaches [ 26 , 27 , 67 , 70 ]. However, in these papers, no substantial detail was provided on the design considerations or processes related to the development of the intervention’s adaptive behavior.
Messaging-specific intervention studies—efficacy and effectiveness.
Self-reported exercise compliance (NRS a )
Patient-perceived practitioner care (NRS)
Nonattendance at outpatient physiotherapy appointments (proportion)
Appointment attendance (proportion)
Appointment cancellation (proportion)
Acceptability of SMS text messages (Likert scale)
Treatment satisfaction (Likert scale)
Pain-related disability (RMDQ c )
Depression (PHQ-9 d )
Anxiety symptoms (GAD-7 e )
Pain intensity (WBPQ f )
Engagement with health care providers (proportion)
None
Patient-reported compliance with shoulder exercises g
Range of motion in forward flexion and internal and external rotation (goniometry)
Patient satisfaction with SMS text messaging intervention (Likert scale)
Shoulder function (Simple Shoulder Test)
Shoulder abduction (goniometry)
Shoulder pain (VAS h )
Patient perceptions (more appealing, easier to use, easier to navigate, and less bothersome)
Favored controls: participant perceptions of the responsiveness of providers to their reports
Frequency of use
Pain (BPI i )
Activity interference (PDI j )
Mood (HADS k )
Actual knowledge l
Perceived knowledge l
Patient satisfaction (NRS)
None
None
Time spent physically inactive, standing, and moving (accelerometry)
Self-reported change in physical activity m
Pain severity, quality of life, and disability n
Medication adherence (CQR-19 o )
Patient satisfaction (Likert scale)
Medication adherence (GS p and MPR q )
Disease activityr
Physical functioning at 6 months after randomization (SF-36 r )
Health care resource use (nurse telephone contact)
Patients’ confidence in treatment (VAS)
Physical and mental health–related quality of life (SF-36)
Physical functioning at 12 months after randomization (SF-36)
Disease activity s
Group rates of remission (proportion)
Health care resource use t
Pain intensity (Likert scale)
Perceived symptom improvement (Likert scale)
None
a NRS: numeric rating scale.
b CBT: cognitive behavioral therapy.
c RMDQ: Roland-Morris Disability Questionnaire.
d PHQ-9: 9-item Patient Health Questionnaire.
e GAD-7: 7-item Generalized Anxiety Disorder Scale.
f WBPQ: Wisconsin Brief Pain Questionnaire.
g Calculated as days answered “yes” to exercise/total days in the intervention.
h VAS: visual analog scale.
i BPI: Brief Pain Inventory.
j PDI: Pain Disability Inventory.
k HADS: Hospital Anxiety and Depression Scale.
l Customized scale (actual perceived level was measured on a 0-36 scale, or perceived level was measured on a 0-25 scale).
m Customized scale for change in self-reported physical activity (included no change, less time, or 0-3.5 more times compared to baseline).
n Knee Injury and Osteoarthritis Outcome Score.
o CQR-19: Compliance Questionnaire on Rheumatology.
p GS: Girerd score.
q MPR: medication possession ratio.
r SF-36: 36-item Short-Form Health Survey.
s Disease Activity Score–28 for Rheumatoid Arthritis, Health Assessment Questionnaire, erythrocyte sedimentation rate, and C-reactive protein.
t Except nurse telephone contact.
u LBP: low back pain.
v AI: artificial intelligence.
Mobile health (mHealth) studies with an embedded messaging component.
Following a 4-week inpatient rehabilitation program, the study randomized participants to either a smartphone intervention or no smartphone intervention (controls). Follow-up occurred immediately after the intervention at 5 and 11 months.
Initial in-person session with a nurse to discuss functioning, health-related behavior goals, support needs, values, and value-based activities.
Online web-based diaries completed 3 times a day on a smartphone covering pain interference, feelings and thoughts related to avoidance, catastrophizing and acceptance, planned and previous practice of self-management activities, and daily value-based and practical activities.
Daily written situational feedback from a therapist based on the information entered in the diaries
Audio files with guided mindfulness exercises
Small effects on catastrophizing (PCS a ) and value-based living (CPVI b ) immediately after the intervention. Effect was nonsignificant at the 5-month follow-up.
Moderate effect on acceptance (CPAQ c ) immediately after the intervention and at the 5-month follow-up.
Moderate effect on sleep disturbance (VAS d ) and functioning and symptom severity [ 69 ] at the 5-month follow-up
No effect on pain
No significant between-group differences at the 11-month follow-up
Observational study; participants’ daily activity was measured using a body-worn sensor.
Real-time, hourly, personalized feedback was tailored to the individuals’ objectively measured activity level (eg, to discourage movement, to encourage movement, or a neutral message).
Encouraging feedback led to an increase in PA f .
Discouraging feedback led to a decrease in PA.
Greater participant response to feedback messages was associated with decreased pain scores.
Observational study
Intervention: community-based exercise, support groups to facilitate behavior changes and feedback from physical therapists
2 messages each week were sent to collect data on how often the participant engaged in circuit training and moderately intense exercise.
Patients perceived the use of professional coaches and text messages to support the adoption of physical exercise as helpful.
While improvements in self-reported physical activity, the proportion of participants who maintained increased physical activity, decreased significantly during year 2 of the study. Grip strength and quality of life reduced significantly during year 1 and 2 of the intervention. Reductions in activity limitation, systolic blood pressure and waist circumference were observed during second year. With most other health improvements sustained during year 1 and 2 of the study
Participants reported that the text messages were a good reminder to engage in exercise (rated 4/5 on perceived value).
Experimental study; patients randomized to 3 individual motivational counseling sessions and messages aimed to reduce sedentary behavior (intervention) versus no contact and instructions to maintain usual lifestyle (controls).
Manually created individual tailored messaging was used to remind participants of goals that they had set in their individual counseling sessions. Participants selected the frequency and timing of messages.
Reduction in sitting time of –2.2 hours per day (95% CI –2.72 to –1.69) favoring the intervention
Secondary measures, including fatigue, pain, self-efficacy, and HRQoL h , also favored the intervention.
Experimental study; participants randomized to receive home exercise program information via an app together with phone calls and motivational messages (intervention) versus paper handouts (controls)
All participants were prescribed a 4-week exercise program.
Small significant differences in adherence to the exercise program (NRS j ; 1.3/11 points, 95% CI 0.2-2.3) and function (PSFS k ; NRS 0.9/11 points, 95% CI 0.1-1.7)
There were no significant differences in disability, patient satisfaction, perceived global impression of change, or assessor-reported adherence.
Small experimental pilot study in the workplace; participants randomized to receive prescribed exercises via a smartphone app (intervention) versus receiving a brochure and pain education (controls)
Both groups received weekly education and encouragement messages.
Statistically significant difference in pain intensity (VAS; 0-10) and functional disability (NDI l ; expressed as a percentage); note: despite randomization, compared with controls, the intervention group had higher pain intensity at baseline (mean VAS score 5.20, SD 2.19 vs 4.02, SD 1.75) and a much higher NDI (mean 26.8, SD 9.68 vs 17.70, SD 9.20).
No between-group differences in the secondary outcomes of strength, fear avoidance, and quality of life (SF-36 m )
Experimental study; participants randomized to receive daily activity goals (back and aerobic exercise) in addition to written prescriptions (medication and recommended level of PA) provided through an app (intervention) versus written prescriptions only (controls)
Activity goals were personalized based on participants’ health status, activities of daily living, and daily activity progress. Automated reinforcement messages were delivered via app push notifications.
Reported between-group effects: no significant difference in pain (NRS) and significant difference in disability (MODI n ) favoring the intervention
Observational study
Intervention: educational content including information on the pathophysiology of neck and back pain and principles of exercise for management of pain and coping strategies. Information was pushed via messages to participants’ social media accounts.
Pretest-posttest increase in time spent on rehabilitation exercises (custom questionnaire)
Mean “self-reported improvement” of 65% (0-100 scale)
Pretest-posttest reduction in pain from a median of 6 (IQR 5-8) to 4 (IQR 3-6; NRS 0-10)
Perceived usability was 73/100 (cutoff for “acceptable” was 68/100; SUS p )
Experimental study; participants randomized to receive involved sensor-guided exercise therapy, psychoeducation, cognitive and behavioral therapy, and behavioral monitoring via the “Hinge Digital Care Program” (intervention) versus 3 digital education sessions and TAU q (controls)
The app included a coach and peer support discussion via messaging. Message or email reminders were sent if participants did not appear to engage at the recommended intensity of the program.
Significant difference in pain and physical functioning (KOOS r ), pain (VAS), and stiffness (VAS) favoring the intervention
Interest in and the likelihood of needing surgery decreased, and patients’ understanding of their condition improved.
Estimated surgery cost savings of US $4340 over 1 year and US $7900 over 5 years for participants who completed the digital care program compared to controls
Experimental study; participants randomized to receive “Best Possible Self,” a web-based app multimedia system to support patients through guided imagery (intervention) versus “Daily Activities” (active controls)
The active control condition was not well described.
Participants in both arms received 2 reminders each week via SMS text messaging prompting them to practice the guided imagery exercise.
Postintervention improvements in depression, positive affect, and self-efficacy favoring “Best Possible Self”
At the 30-month follow-up, there was improved optimism and negative affect favoring “Best Possible Self.”
Observational study
Intervention: MyBehaviourCBP app, which generated PA recommendations based on sensor-detected PA. Recommendations were contextualized to the environment (road names), and new suggestions were continuations of the users’ repeated behaviors (eg, “Take walking break near Thompson St for 24minutes today”).
Study comprised a 1-week period with no recommendations, 2 weeks with generic recommendations provided by an expert, and 2 weeks with automated recommendations.
Participants found the dynamic recommendations easier to adopt than the static generic recommendations. All participants found the recommendations “helpful.”
Walking duration during the dynamic phase was greater than in the static phase (+4.9 min/d); no significant differences in pain (“Likert” scale; 0-10) and nonwalking exercise (min) were found.
Qualitative feedback included that participants wanted notifications in the moment and adaptivity in relation to the weather or weekend days in addition to information related to the relationship between pain and activity levels.
Observational study
Intervention: physical therapy program using the Limbr app involving 3 daily self-reports of pain and activity level and chat-based health coaching
Health coaches monitored data and sent participants messages to provide support and remind them to interact with the program.
Participants with low engagement (eg, only 1-2 interactive components per week) were sent weekly emails containing visual feedback on their use.
High level of attrition (38% completion rate); engagement was reported as “high amongst completers.”
Depending on the type of self-report, 21%-32% interacted with the app.
76% of patients found that daily notifications helped them remember to complete their exercises, and 71% found that they helped them complete the daily surveys.
Experimental study; participants randomized to receive 1 group session, monthly SMS text messages, 1 phone coaching session, and a program manual (intervention) versus 1 session of general women’s health education (controls)
Program intended to improve lifestyle and prevent weight gain.
Overall, no difference in the risk of knee pain worsening over 12 months
For women who had knee pain at baseline (WOMAC s ; 35% of participants), there was a lower risk of knee pain worsening over 12 months favoring the intervention, although this effect was only statistically significant for women with a BMI of ≥25 kg/m2 (OR t 0.28, 95% CI 0.09-0.87).
Observational study
Intervention: the intervention facilitates and encourages participants to arrange walking groups within their local area.
The messaging app, WhatsApp, was used to facilitate communication between the participants and study team.
Increased the minutes that participants engaged in moderate- to vigorous-intensity activity; no significant changes in step count
76% of participants reported that they attempted to recruit their peers to participate in the intervention.
62.4% of participants sent messages.
Participants continued to organize walking groups via WhatsApp after the study team ceased their involvement.
Observational study
Intervention: app designed to provide patient education on disease management and assist patients with medication adherence (SpAMS u )
The tool consisted of a patient and physician portal and was linked to the social media app WeChat to allow for communication between physicians and patients, collect follow-up data, and obtain patient feedback.
Improvement in the proportion of patients with inactive disease or low disease activity from baseline to a mean follow-up time of 13.3 months (57.2%-79.2%)
Problems solved using SpAMS avoided 29.1% of clinic visits.
Average savings of 5.3 hours per patient in travel time and US $51 per person in personal expenses (15% of Chinese monthly disposable income) on physicians.
Experimental study; participants randomized to receive a remotely administered digital care program that involved cognitive behavioral therapy, sensor-guided exercise therapy, education, symptom tracking, and unlimited personal coaching (intervention) versus 3 digital education articles and TAU (controls)
Observational study
Intervention: Vett app sent participants personal reminders to complete tasks that aligned with their PA, weight loss, and stress reduction goals.
Participants were assigned 2 to 3 weekly physician-developed tasks and self-monitored their progress or received individualized feedback.
Primary reported outcome was mean goal achievement, which had a pretest-posttest improvement of 48%.
Mean user satisfaction was 81/100, and technical usability was 80/100 to 84/100.
Observational study
PA feedback based on wearable (Fitbit) data
Participants received weekly personalized messages with motivational feedback in relation to their step count data.
Participants who maintained or increased their step count received reinforcing messages. Those with declining step counts received encouraging messages.
Participants also received motivational interviewing geared toward discussing the participants’ goals and strategies to facilitate behavior change.
Small pretest-posttest improvements in mean insomnia (ISI y ; 1.2 points, 95% CI 2.45-0.05) and ASD z (2.5 points, 95% CI 0.9-4.1) and self-reported overall sleep quality (derived from sleep diaries; 0.3 points, 95% CI 0.02-0.58)
Nonsignificant improvements in step count, pain intensity, pain-related disability, self-efficacy, and sleep diary data and variables
Experimental study; participants randomized to receive evidence-based instructions, therapeutic exercises, and reminders (intervention) versus instructions about nutrition (controls)
Both arms received the app; the intervention group received reminders for walk breaks, posture, and exercises.
Significant reductions (Cohen d ) in pain intensity (VAS; 1.71, 0-11) and pain-related disability (ODI; 1.08) and improvements in physical quality of life (SF-12 aa PCS ab ; 1.18)
No significant differences in mental quality of life (SF-12 MCS ac ); depression, anxiety, and stress symptoms (DASS-21 ad ); sleep quality (PSQI ae ); and self-reported PA (IPAQ af )
Observational study
Intervention: Hinge Health app, which delivered education, sensor-guided exercise therapy (using a Bluetooth wearable sensor), behavioral health support, and 1:1 health coaching
Patients were assigned a health coach, and communication occurred via SMS text messaging, email, or app-based messaging.
78% completed the program, with 69.6% achieving minimally important change in pain (20 points or 30% from baseline; VAS).
Greater reduction in pain scores was associated with increasing levels of engagement in exercise therapy and participant-to-coach interactions.
Significant reduction in the proportion of participants categorized as having depressive (PHQ-9≥5) or anxiety (GAD-7≥5) symptoms at 11 weeks compared with baseline (depression decreased by 57.9%, and anxiety decreased by 58.3%)
Mean 1-year surgery likelihood score (subjective self-report response to the following question: “What do you think are the chances you’ll have [back/knee] surgery in the next year, in %?”; 0%-100%) decreased by 67.4% with respect to baseline.
Small observational study with a qualitative component
Intervention: individual physician-selected exercises sent via in-app messaging (n=27 participants). The physician could provide encouragement and mental support or unlock new exercises.
Qualitative component: interviews and thematic analysis with a random sample of 16 of the 27 participants (research question not well described)
Reduction in mean hip circumference (–1.54, SD 2.75 cm)
Reduction in back pain (ODI; mean –2.67, SD 4.99)
Quality of life (SF-36): improved physical functioning (+5, SD 11.9); improved bodily pain (+14.8, SD 7.8); vitality (+7.2, SD 14.8)
Participants reported that they would have preferred 2-way messaging
Qualitative study (n=16 participants) embedded in an RCT with a targeted recruitment of n=206
Participants were randomized to receive website+SMS text messaging adherence support+home exercises (intervention) versus website only (controls).
The website contained educational information (OA and exercise), PA recommendations, and prescription of knee-strengthening exercises.
If participants adhered to the exercise program, they received a positive reinforcement message. If participants did not adhere, they were asked to select a barrier. All participants received behavior change techniques to assist with exercise adherence.
Five themes were reported: (1) technology was easy to use, (2) facilitators to exercise participation (credible information, website features, exercises that could be done unsupervised, and freedom to adapt exercises to suit needs), (3) sense of support and accountability (SMS text messaging served as a good reminder to engage in exercise, was easy to use, and held them accountable to weekly exercise; SMS text message tone and automation could trigger guilt or shame; and inability to contact someone when needed), (4) positive outcomes (symptom improvement, self-management confidence, and encouragement of active living), and (5) suggestions for real-world application (preference for provision by a health professional and should be subsidized or low cost).
Primary outcomes favored in the intervention group in the RCT: decrease in pain scores (NRS; mean difference=1.6, 95% CI 0.9-2.22); increase in function (WOMAC; mean difference=5.2, 95% CI 1.9-8.5)
Most secondary outcomes favored the intervention, which included KOOS pain, function in sport and recreation, ASES ah pain and function subscales, AQOL-6D ai , and overall satisfaction (Likert scale). Changes in PASE aj , ASES function, and SEE ak were similar between groups.
Average participant message response rate was 73% (SD 7.5%), and 8% opted out. Patient perceptions (7-item Likert scale): mean perceived usefulness was 5.3 (SD 1.8), and mean agreement with message frequency was 5.3 (SD 1.7). Adverse events: 15.3% (intervention) vs 6.3% (control); a greater portion of the intervention group had knee pain (9.6%) compared to those in the control group (1.3%); a similar proportion used cointerventions throughout the study period.
Observational study
Intervention: the smartphone app provided participants with weekly self-management plans with content related to PA, flexibility exercises, and patient education.
Behavior change techniques were incorporated into the app (eg, goal setting, feedback, monitoring, information about health consequences, and prompts).
Motivational notification messages were sent to the participants’ smartphones.
Participants received an average of 1.8 notifications per day.
Participants opened 42% of the notifications; of those opened, 90% were liked, and 8% were disliked; notifications of goal attainment were most frequently liked by participants.
There was a lack of consensus on the frequency and appropriateness of motivational notifications.
Motivational reminders served as facilitators of the intervention.
50% of the participants found the motivational messages useful.
30% of the participants found the notifications to be irrelevant and not functioning properly (eg, unsynchronized).
Experimental study; participants assigned to receive a self-management app (Dr Bart mHealth app) intended to support goal setting and education and enhance motivation, with daily push notifications providing reminders on selected goals and educational information (intervention) versus TAU (controls)
TAU consisted of any treatments initiated by participants.
No difference in knee- or hip-related OA secondary health care use
Significant group differences favoring the intervention were found between baseline and the 6-month follow-up for symptoms (mean difference=2.6, 95% CI 0.4-4.9), pain (mean difference=3.5, 95% CI 0.9-6.0), and activities of daily living (mean difference=2.9, 95% CI 0.2-5.6; HOOS al and KOOS).
No differences were found in any other outcome measures.
a PCS: Pain Catastrophizing Scale.
b CPVI: Chronic Pain Values Inventory.
c CPAQ: Chronic Pain Acceptance Questionnaire.
d VAS: visual analog scale.
e LBP: low back pain.
f PA: physical activity.
g RA: rheumatoid arthritis.
h HRQoL: health-related quality of life.
i MSK: musculoskeletal.
j NPRS: numeric rating scale.
k PSFS: Patient-Specific Functional Scale.
l NDI: Neck Disability Index.
m SF-36: 36-item Short-Form Health Survey.
n MODI: modified Oswestry Disability Index.
o AI: artificial intelligence.
p SUS: System Usability Scale.
q TAU: treatment as usual.
r KOOS: Knee Injury and Osteoarthritis Outcome Score.
s WOMAC: Western Ontario and McMaster Universities Osteoarthritis Index.
t OR: odds ratio.
u SpAMS: Smartphone Spondyloarthritis Management System.
v MvK: modified Von Korff scales.
w ODI: Oswestry Disability Index.
x OA: osteoarthritis.
y ISI: Insomnia Severity Index.
z ASD: acceptance of sleep difficulties.
aa SF-12: 12-item Short-Form Health Survey.
ab PCS: Physical Component Summary.
ac MCS: Mental Component Summary.
ad DASS-21: Depression, Anxiety, and Stress Scale–21.
ae PSQI: Pittsburgh Sleep Quality Index.
af IPAQ: International Physical Activity Questionnaire.
ag RCT: randomized controlled trial.
ah ASES: Arthritis Self-Efficacy Scale.
ai AQOL-6D: Assessment of Quality of Life.
aj PASE: Physical Activity Scale for the Elderly.
ak SEE: Self-Efficacy for Exercise.
al HOOS: Hip Injury and Osteoarthritis Outcome Score.
To avoid repetition, the findings of review questions 4 and 5 are reported together. A total of 28% (11/40) of the studies directly compared the use of messaging with an alternative; a further 60% (24/40) of the studies evaluated mHealth interventions with embedded use of messaging.
Of the 11 studies that directly compared messaging to an alternative, 9 (82%) had an experimental design and 2 (18%) were observational. In most cases, the comparator or control condition was no messaging or treatment as usual, with outcome measures varying by the intent of the intervention. Of these 11 studies, 3 (27%) [ 30 - 32 ] were described in the previous review on the effectiveness of text messaging interventions on the management of musculoskeletal pain [ 22 ], and the remainder were not, likely because they did not meet the inclusion criteria or were published later [ 49 , 52 , 53 , 60 - 63 , 66 ].
Overall, the outcomes either favored the messaging condition or were equivocal.
Examples of outcomes favoring messaging interventions included improved knowledge of the illness and the available treatment options and physical activity for knee osteoarthritis [ 52 , 53 ], improved medication adherence and physical functioning for RA [ 31 , 32 ], improved attendance to outpatient physiotherapy [ 61 ] and engagement with general practitioner [ 49 ], and improved exercise compliance for frozen shoulder [ 30 ] and mixed musculoskeletal conditions [ 60 ]. However, despite participants sometimes reporting messaging as acceptable [ 62 ] or appealing [ 63 ], and while improved pain intensity was found in participants with neck and shoulder pain and LBP [ 66 ], some studies (4/40, 10%) reported equivocal findings for important patient outcomes such as time spent physically active [ 53 ], pain [ 53 , 63 ], and quality of life [ 31 , 53 ].
In no studies did the primary outcome favor the control condition. In only one study, a secondary outcome (clinician responsiveness) favored the control condition. In this study, patients with chronic pain recorded their progress using an app, with intervention recipients also having access to messaging with their clinician (controls could report progress but had no messaging). Control participants perceived their clinicians to be more responsive to their progress reports [ 63 ].
No studies reported economic outcomes.
The studies are summarized in Table 6 .
A total of 24 studies evaluated mHealth interventions containing some form of embedded messaging component (n=11, 46% experimental; n=11, 46% observational; n=1, 4% observational with a qualitative component; and n=1, 4% qualitative embedded within an experimental study).
The results of efficacy and effectiveness were mixed, but because messaging was embedded within a larger mHealth intervention, it was not possible to isolate the messaging-specific effects from the overall intervention effects.
A total of 8% (2/24) of the studies reported economic outcomes—avoided surgery costs associated with a digital education program for chronic knee pain, in which messaging was used for coaching or peer support and program engagement reminders [ 26 ], and reduced travel time associated with a self-management mHealth tool for ankylosing spondylitis, in which social media messaging was used for communication between physicians and patients [ 54 ].
While it was not possible to isolate messaging-specific effects, these studies are included for completeness and summarized in Table 7 .
Discussion
To our knowledge, this is the first study to comprehensively map how mobile messaging has been used in the treatment and self-management of musculoskeletal conditions. We mapped the conditions and purposes for which messaging has been used and the approaches used to design and develop messaging interventions and summarized the evidence of efficacy, effectiveness, and economics from both experimental and observational studies. Our intent was to draw together all the available relevant information to help inform the future design of messaging interventions for people with musculoskeletal conditions and identify research gaps.
While previous reviews in this area are few, this work builds on 3 existing syntheses of the effectiveness of messaging interventions for people with musculoskeletal conditions. One review focused specifically on text messaging interventions for musculoskeletal pain [ 22 ]. The review included studies across a range of musculoskeletal problems and included both studies in which messaging was added to and compared with usual care (findings of positive effects only on exercise and medication adherence) and studies in which messaging was a component of a larger intervention (reporting some small effects on pain intensity, function, care-seeking behavior, exercise and medication adherence, and quality of life). Overall, the quality of the evidence was low. The 2 other reviews focused more generally on digital health for managing musculoskeletal conditions [ 23 ] and mHealth interventions for people with RA [ 46 ].
In this review, all the included studies that assessed intervention efficacy or effectiveness (on pain [ 30 , 53 , 63 , 66 ], function [ 30 , 31 , 63 ], disability [ 53 ], adherence to the intervention [ 30 , 60 , 63 ], physical activity levels [ 53 ], appointment attendance [ 49 , 61 ], health care contact [ 31 ], mood [ 63 ], quality of life [ 31 , 53 ], remission [ 31 ], and disease activity [ 31 , 32 ]) reported either equivocal findings or findings favoring messaging.
The notable absence of studies reporting negative outcomes may suggest publication bias. The lack of economic studies is also concerning; no messaging-specific studies reported economic outcomes. While, of the 40 studies, 2 (5%) digital or mHealth studies with messaging components did report economic outcomes, including avoided surgery costs and reduced travel time [ 26 , 54 ], the embedded nature of messaging means that it is not possible to attribute the observed savings specifically to the messaging components. While a previous review has shown messaging to be cost-effective in some circumstances, there is no information on the economic effects on musculoskeletal pain conditions; in cases in which messaging interventions are shown to be effective, further studies should be conducted to assess their economic effects [ 22 , 108 ].
We identified studies describing the use of messaging across a range of musculoskeletal conditions, with rheumatic diseases representing almost half (19/40, 48%) of the included studies, of which two-thirds (13/19, 68%) focused on osteoarthritis and RA. Somewhat surprisingly given its high population prevalence, back pain was represented by less than a quarter of primary studies (9/40, 23%). A further quarter of the studies (10/40, 25%) addressed multiple musculoskeletal conditions, but most (30/40, 75%) targeted single musculoskeletal conditions and pain sites despite evidence that musculoskeletal conditions often do not occur in isolation (eg, in Australia, 64% of people with back pain and 74% of people with arthritis have at least one other chronic condition) [ 3 ].
More than 80% of the included primary studies (34/40, 85%) focused on the use of prompts and reminder messages to foster positive behavior change at the individual level, most commonly in combination to encourage movement (eg, to increase physical activity, reduce sitting time, and improve compliance with prescribed exercise); compliance with prescribed medication; the practice of coping skills; and the meeting of personal goals. While a small number of studies (10/40, 25%) described the use of unidirectional or 2-way messaging with a health coach or exercise or sports scientist for support and encouragement, more studies (11/40, 28%) described the use of automated and unidirectional messaging, which, while economical on resources, may limit effectiveness in fostering behavior change.
While most studies (34/40, 85%) focused on influencing individual behavior change, there appears to be limited research into the use of messaging to improve treatment or self-management at the broader system level (eg, to improve health care processes, handover communication, and continuity of care between providers). One study on RA used SMS text messaging–based monitoring of medication adherence and disease progression to inform follow-up nurse contact but found no difference in the primary outcome of remission [ 31 ]. A second study on a digital health platform for ankylosing spondylitis management consisting of a patient and physician portal and 2-way chat via social media reported improvements in the proportion of patients with inactive disease and an avoidance of 29.1% of in-person clinic visits [ 54 ]. Future studies could focus on addressing the gaps in knowledge on more process- or system-focused interventions.
Overall, we found limited information about messaging design. One study (1/40, 3%) used development processes previously described by Redfern et al [ 106 ], which, while originally focused on cardiovascular event prevention messaging, have since been more widely adopted and adapted in the co-design of text messaging interventions, including for diabetes prevention [ 109 ], endometriosis support [ 110 ], and support after breast cancer treatment [ 111 ]. Similarly, one study (1/40, 3%) used guidance for the development and testing of messaging in health behavior change developed by Abroms et al [ 100 ].
Only 4% (2/47) of the papers provided comprehensive information about message design and development [ 79 , 83 ] and highlighted the importance of taking a formal approach and having a theoretical underpinning and meaningful consumer involvement. Beyond these 2 papers, design was typically poorly described or not described at all, and many projects appeared to leapfrog from concept to implementation with a limited or absent design phase, perhaps not recognizing the importance of formal design for subsequent adoption.
While some papers (8/47, 17%) did describe elements of participatory design or co-design, some papers (4/47, 9%) provided limited detail or had limited consumer involvement, or in some cases, consumers were involved after the design had already been conceived by researchers and clinicians. In most cases, we found that papers described the theoretical basis underlying their intended behavior change well, but consistent with a previous review [ 22 ], we found few detailed descriptions of the process through which the content, timing, and frequency of the messages were derived. This remains an important weakness in the musculoskeletal literature specifically and has been identified more generally by others [ 100 , 106 ]. Further work should be conducted to elicit preferences regarding these processes from people across the spectrum of musculoskeletal conditions.
The strengths of this review include our comprehensive search strategy and the inclusion of a wide range of studies and designs, providing a rich map of the literature expanding the insights provided by previous effectiveness-focused reviews. A limitation is that we focused specifically on the use of messaging in patient care and self-management, and it is possible that there are other messaging applications relevant to people with musculoskeletal conditions. However, we made this review as broad as possible within available resources. Because a comprehensive synthesis was time-consuming and we last conducted the searches in 2022, there may be important, more recent studies that we missed in this review. Similarly, resources did not allow us to review the gray literature.
In conclusion, messaging has been used for the care and self-management of a range of musculoskeletal conditions with generally favorable outcomes reported. Nonetheless, there are areas that should be addressed by future research to improve the quality of intervention design, which will hopefully translate into uptake and sustainability. First, preferences related to messaging content, timing, and frequency should be further explored specifically among people with musculoskeletal conditions, eliminating the reliance on information from other disciplines. Second, teams should incorporate digital intervention design expertise, follow formal design processes, and clearly describe design considerations and processes used. Finally, in cases in which messaging interventions are shown to be effective, further studies should be conducted to assess their economic effects and practical considerations related to implementation and sustainability.