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Bridging the gap: Enhancing external validity in rehabilitation research through pragmatic and hybrid trial designs
*Corresponding author: Roberto Tedeschi, Independent Researcher, Bologna, Italy. roberto.tedeschi2@unibo.it
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Received: ,
Accepted: ,
How to cite this article: Tedeschi R. Bridging the gap: Enhancing external validity in rehabilitation research through pragmatic and hybrid trial designs. J Musculoskelet Surg Res. doi: 10.25259/JMSR_250_2025
Abstract
Rehabilitation research is often constrained by limited generalizability due to the use of highly selective inclusion criteria and controlled environments that do not accurately reflect typical healthcare contexts. This limitation poses challenges for translating research findings into routine clinical practice. This article examines the significance of pragmatic trials in rehabilitation, highlighting their potential to enhance external validity by encompassing broader, more heterogeneous populations and routine care settings. By adopting pragmatic methodologies, researchers can generate more applicable evidence, ensuring that rehabilitation interventions benefit a wider range of patients. The discussion highlights the methodological distinctions between explanatory and pragmatic trials, the need for diverse patient populations, and strategies for striking a balance between scientific rigor and clinical relevance.
Keywords
Clinical research
External validity
Generalizability
Pragmatic trials
Rehabilitation
INTRODUCTION
Clinical trials are the gold standard for evaluating the efficacy of rehabilitation interventions. However, many randomized controlled trials (RCTs) employ strict eligibility criteria to minimize confounders and enhance internal validity. While this approach improves the precision of treatment effects, it significantly limits the external validity of findings, reducing their applicability to the broader patient population encountered in routine rehabilitation settings. The issue of generalizability is particularly crucial in rehabilitation medicine, where patients often present with comorbidities, varying levels of adherence, and different responses to interventions.[1,2]
Pragmatic trials offer a compelling alternative by assessing interventions under routine care settings. These trials prioritize external validity by including diverse populations, flexible treatment regimens, and clinically relevant outcomes. The purpose of this paper is to discuss the limitations of traditional RCTs in rehabilitation, explore the benefits of pragmatic trials, and propose strategies for enhancing the generalizability of rehabilitation research.[3-6]
This manuscript builds on existing frameworks but adapts them specifically to the distinctive challenges of rehabilitation, including heterogeneous populations, multi-modal interventions, and diverse outcome contexts.
METHODOLOGICAL CHALLENGES IN TRADITIONAL REHABILITATION TRIALS
Inclusion criteria and population diversity
Stringent eligibility criteria enhance internal validity but simultaneously erode external validity by filtering out patients with multimorbidity, cognitive impairment, or culturally diverse backgrounds. Even when criteria are broad, homogeneity may persist owing to self-selection bias, regional demographics, and recruitment strategies. Intentional, equity-focused enrolment–backed by community partnerships and culturally tailored materials–is therefore essential to realize the inclusive potential of pragmatic designs.[7]
Over-reliance on laboratory-based outcome measures
Traditional rehabilitation trials frequently employ objective, laboratory-based outcome measures to assess treatment efficacy. While these measures provide precise, quantifiable data, they may not always capture the patient’s functional improvements in daily life. Patient-reported outcome measures (PROMs), which evaluate usual clinical environments, pain, and quality of life, are often underutilized in explanatory trials. PROMs are valuable along the entire explanatory–pragmatic continuum; their contribution depends less on the instrument itself than on how and when it is implemented. In explanatory trials, PROMs often capture hypothetical or experimental function, whereas pragmatic trials should prioritize PROMs that reflect enacted function–the patient’s actual performance in everyday contexts. Selecting instruments that map onto the enacted tense (Glass 1998)[8] reduces the evidence–practice gap and helps decision-makers judge typical healthcare contexts. Pragmatic trials, in contrast, integrate both objective and patient-centered outcomes, ensuring greater applicability to clinical practice.
Highly controlled clinical environments
Rehabilitation interventions studied in RCTs are often delivered in highly controlled clinical environments with strict adherence to standardized protocols. Although this approach enhances internal validity, it fails to account for the variability encountered in rehabilitation settings, such as differences in therapist expertise, patient adherence, and available resources. Pragmatic trials accommodate such variability, making their findings more reflective of actual clinical practice.
Small sample sizes and underpowered studies
Many rehabilitation studies involve relatively small sample sizes, leading to insufficient statistical power and limiting the ability to detect clinically meaningful differences. Adequate power is a universal requirement: underpowered studies threaten validity irrespective of where they fall on the explanatory–pragmatic spectrum. Therefore, sample size should be interpreted within the broader methodological rigor rather than as a distinguishing feature between explanatory and pragmatic trials.
By contrast, this limitation is especially pronounced in highly specialized rehabilitation domains, where patient recruitment is inherently challenging. In these “niche rehabilitation fields,” patient populations are often small or very specific, such as those involving rare neurological disorders (e.g., spinal cord injury rehabilitation, rare genetic ataxias) or targeted interventions for subgroups such as amputee rehabilitation or advanced dementia care. These constraints make it difficult to achieve adequately powered studies, increasing the risk of type II errors and potentially leading to underestimation of treatment effects.
Pragmatic trials: A solution for enhancing generalizability
Pragmatic trials differ from traditional RCTs in several key aspects, allowing for a more representative patient population and a more realistic assessment of treatment effectiveness.[9,10] The pragmatic–explanatory continuum indicator summary (PRECIS-2) framework[11] categorizes trials along a continuum, with fully explanatory trials at one end and fully pragmatic trials at the other. By employing pragmatic methodologies, researchers can better bridge the gap between research and practice.
Key features of pragmatic trials in rehabilitation
Broad inclusion criteria - Unlike traditional RCTs, pragmatic trials aim to recruit a diverse patient population that closely resembles real-world cases. This ensures that findings are applicable across a wider spectrum of patients.
Flexible interventions - Rather than rigidly controlling interventions, pragmatic trials permit individualized treatment adjustments based on clinical judgment, thereby mimicking typical healthcare contexts’ practice. While pragmatic trials allow for some flexibility to mirror clinical practice, it is essential that such flexibility operates within the boundaries of a clearly defined intervention protocol. Protocols should specify permitted ranges of individualization, predefined adaptation rules, and structured monitoring mechanisms to ensure intervention fidelity across different providers, settings, and patient populations. Maintaining treatment fidelity is crucial to accurately evaluate the effectiveness of an intervention, even in pragmatic trial designs
Clinically relevant outcomes - Emphasis is placed on functional recovery, patient-reported outcomes, and long-term benefits rather than surrogate markers
Heterogeneous treatment settings - Interventions are tested across multiple clinical environments, including outpatient, inpatient, and home-based rehabilitation settings
Longitudinal follow-up - Pragmatic trials often incorporate longer follow-up periods to assess the sustainability of rehabilitation outcomes over time
Adaptability to healthcare system variability - Pragmatic trials account for differences in healthcare infrastructure, therapist availability, and regional variations in care delivery.
Examples of pragmatic trials in rehabilitation
Recent studies demonstrate the benefits of pragmatic designs in rehabilitation research. For instance, a pragmatic cluster RCT conducted by Ford and Norrie[12] compared different stroke rehabilitation strategies in multiple clinical settings, enrolling patients with a broad range of comorbidities. The study found that the pragmatic approach provided a more accurate reflection of rehabilitation effectiveness compared to previous highly controlled RCTs. Similarly, a stepped-wedge trial in post-operative rehabilitation for total knee arthroplasty patients demonstrated superior external validity by integrating standard rehabilitation protocols with patient-specific modifications.[6]
Implications for clinical practice and future research
The adoption of pragmatic methodologies in rehabilitation research has several implications:
Enhanced translation of research into practice - By aligning study conditions with clinical environments, pragmatic trials facilitate the implementation of evidence-based interventions.
More inclusive evidence base - With broader inclusion criteria, pragmatic trials ensure that findings apply to diverse patient populations, including older adults and those with comorbidities.
Guidance for policy and resource allocation - Health policymakers can rely on pragmatic trial data to inform guidelines, resource distribution, and rehabilitation program development. Moreover, recent adaptations of the Reach, Effectiveness, Adoption, Implementation, Maintenance (RE-AIM) framework have emphasized contextual factors, stakeholder engagement, and equity considerations, offering valuable guidance for embedding implementation outcomes into rehabilitation trials.[13]
Integration of artificial intelligence (AI) and Digital Health - Future pragmatic trials should explore the integration of AI-driven rehabilitation tools and telehealth interventions to maximize patient engagement and adherence. The integration of AI and digital health technologies in rehabilitation research should be framed within the context of evaluating—not promoting—these tools under routine care settings. Pragmatic trials offer a methodological advantage by allowing researchers to assess the scalability, usability, and impact of digital interventions across heterogeneous clinical environments. For example, AI-based gait analysis or remote adherence monitoring can be tested within the variability of routine practice, revealing barriers to implementation and real-life effectiveness. Thus, pragmatic designs are well-suited to support the critical evaluation of digital health innovations as they are actually used in clinical contexts.
Future research should focus on hybrid trial designs, which integrate elements of both explanatory and pragmatic approaches to balance methodological rigor with external validity. Hybrid trial designs specifically refer to effectiveness-implementation studies, where the primary aim is to simultaneously evaluate both the clinical effectiveness of an intervention and key aspects of its implementation. Hybrid effectiveness-implementation designs aim to simultaneously assess clinical outcomes and implementation processes. According to Curran et al.,[14] these are classified into three types: Type 1 (focus on clinical effectiveness with limited implementation data), Type 2 (equal emphasis on both), and Type 3 (primary focus on implementation outcomes while monitoring effectiveness). These typologies provide a structured framework to evaluate the effectiveness of an intervention and how it can be adopted, sustained, and scaled in routine care settings. More detailed application of hybrid designs has been documented in rehabilitation contexts, such as the implementation of community-based stroke care or remote physical therapy in underserved areas.
Such designs accelerate the translation of evidence into practice by addressing both clinical efficacy and adoption challenges.[15]
In addition, the use of evidence Real-World Evidence (RWE) and big data analytics in rehabilitation research may further improve the generalizability of findings by leveraging large-scale, observational data. Analytically, pragmatic trials often tolerate more flexible study designs and may incorporate observational elements such as registry-based follow-up or data integration. Causality in pragmatic trials is frequently addressed using advanced statistical modeling techniques – including propensity score analysis, mixed-effects models, or network meta-analysis – to account for variability while still estimating the intervention’s effects on clinical outcomes.
CONCLUSION
Traditional RCTs have advanced rehabilitation science yet fall short when confronted with the complexity of routine care. Pragmatic and hybrid effectiveness–implementation designs provide a fit-for-purpose alternative, yielding evidence that clinicians, administrators, and patients can use immediately.
To accelerate this methodological shift, we propose three concrete actions
Researchers should use frameworks such as PRECIS-2 prospectively and report trial flexibility transparently. Funders should prioritize designs that incorporate implementation outcomes such as fidelity, adoption, and sustainability. Policy-makers should support infrastructure for integrating data Real-World Data (RWD), AI-based trial logistics, and pragmatic evidence dashboards into health systems. These coordinated efforts can bridge the gap between evidence and practice and improve patient outcomes across diverse rehabilitation contexts.
Ethical approval:
Institutional review board approval is not required.
Declaration of patient consent:
Patient’s consent not required as there are no patients in this study.
Use of artificial intelligence (AI)-assisted technology for manuscript preparation:
The author confirms that there was no use of artificial intelligence (AI)-assisted technology for assisting in the writing or editing of the manuscript, and no images were manipulated using AI.
Conflicts of interest:
There are no conflicting relationships or activities
Financial support and sponsorship: This study did not receive any specific grant from funding agencies in the public, commercial, or not-for-profit sectors.
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