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Updated: Jun 23, 2026

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Published on: June 9, 2023
How to design a good case series
Bauke Kooistra1, Bernadette Dijkman, Thomas A Einhorn
1Division of Orthopaedic Surgery, Department of Surgery, McMaster University, 293 Wellington Street North, Suite 110, Hamilton, ON L8L 2X2, Canada.
Case series studies describe patient groups with similar diagnoses or procedures. While useful for hypothesis generation, they do not establish treatment causality, guiding future research like randomized controlled trials.
Area of Science:
- Medical research methodology
- Clinical study design
Background:
- Case series are descriptive studies following patients with similar diagnoses or procedures.
- Patient and surgeon decisions, not experimental protocols, guide treatment in case series.
- This approach yields samples representative of typical clinical populations.
Purpose of the Study:
- To provide principles for designing, analyzing, and reporting case series.
- To illustrate these principles with examples from orthopaedic surgery.
- To clarify the role and limitations of case series in medical research.
Main Methods:
- The article outlines methodological principles for case series.
- It emphasizes the descriptive nature of the study design.
- Examples from orthopaedic surgical literature are used for illustration.
Main Results:
- Case series can generate hypotheses for further research, including randomized controlled trials.
- They reflect real-world clinical scenarios and patient populations.
- The study highlights that causal inferences regarding treatment efficacy cannot be drawn from case series.
Conclusions:
- Case series are valuable for hypothesis generation and understanding common clinical practices.
- Researchers must adhere to specific design, analysis, and reporting principles.
- The limitations of case series, particularly regarding causal inference, must be recognized.
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