Bringing together realist and economic approaches in the evaluation of health and social care interventions: a scoping review of theoretical, methodological and practical implications

Andrew Fletcher*, Sonia Dalkin, Rob Anderson, Rachel Baker, Cam Donaldson, Vivienne Hibberd, Meghan Bruce Kumar, Felicity Shenton, Gill Westhorp, Geoff Wong, Judy Wright, Angela Bate

*Corresponding author for this work

Research output: Contribution to journalArticlepeer-review

Abstract

Background
In the evaluation of complex interventions, economic evaluations aim to determine the relative cost-effectiveness of interventions but generate little explanation of how or why contexts and underlying causal mechanisms impact this. Conversely, realist approaches aim to explain ‘what works, for whom, in which circumstances and why’ but rarely capture the economic costs and consequences of interventions. As a result, many evaluations remain partial.

Objective
To identify past attempts to integrate realist and economic evaluation approaches and summarise the recent developments in realist and economic evaluation approaches in the evaluation of complex health and social care interventions.

Methods
We conducted a series of scoping reviews using online academic databases, personal libraries and expert stakeholder workshops, to identify the theoretical, methodological, and practical challenges and developments in bringing together realist and economic evaluation approaches.

Findings and recommendations
Although increasing, there remain relatively few examples of evaluations that have attempted to integrate realist and economic evaluation approaches, and challenges for their integration mean that further guidance is required. The wider literature indicated challenges in the theoretical (e.g. ontology, causality), methodological (e.g. accounting for context, study design, mixing methods) and practical (e.g. terminology, scale and scope) domains, for which we have developed recommendations.

Conclusion
To deliver services that are both effective and efficient, evaluations must synthesise relevant explanatory evidence with cost and outcome data to enable policymakers and commissioners to make informed decisions. Findings and recommendations from this review were used to inform the development of guidance for the integration of realist and economic evaluation approaches.
Original languageEnglish
Article number119050
Number of pages16
JournalSocial Science and Medicine
Volume393
Early online date31 Jan 2026
DOIs
Publication statusPublished - 1 Mar 2026

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