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Original research article
Patients expectations and fulfilment of expectations before and after treatment for suspected coronary artery disease assessed with a newly developed questionnaire in combination with established health-related quality of life questionnaires
  1. Annika Odell1,
  2. Angela Bång2,
  3. Paulin Andréll3,
  4. Charlotte Widell1,
  5. Henrik Fryklund4,
  6. Anders Kallryd5,
  7. Hans Tygesen6 and
  8. Lars Grip1
  1. 1 Department of Cardiology, The Medicine Institute of Sahlgrenska Academy, Gothenburg, Sweden
  2. 2 Faculty of Caring Science, University of Borås, Borås, Sweden
  3. 3 Multidisciplinary Pain Center, Sahlgrenska University Hospital and Institute of Medicine, Gothenburg, Sweden
  4. 4 Department of Medicine, Norra lvsborg County Hospital, Trollhttan, Sweden
  5. 5 Department of Medicine, Skaraborg Hospital, Skövde, Sweden
  6. 6 Department of Medicine, Sothern Älvsborg Hospital, Borås, Sweden
  1. Correspondence to Dr Annika Odell; annika.odell{at}vgregion.se; aodell{at}live.se

Abstract

Background Clinical decision-making is often based on evidence of outcome after a specific treatment. Healthcare providers and patients may, however, have different perceptions and expectations of what to achieve from a certain healthcare measure.

Aims To evaluate patients’ expectations, perceptions and health related quality of life (HRQoL) before a care process including coronary angiography for suspected coronary artery disease and to evaluate the fulfilment of these expectations in relation to established patient reported outcome measures (PROMs) 6 months later. Furthermore, an aim was to try to define meaningful patient reported experience measures (PREMs) in this population.

Methods 544 patients planned for coronary angiography completed a newly developed questionnaire to assess expectations and perceptions of treatment, the expectation questionnaire (ExpQ) and two established HRQoL questionnaires together with the established generic Short-Form 36 (SF36) and the disease specific Seattle Angina Questionnaire (SAQ).

Results Patients had before the intervention, in general, high expectations of improvement after investigation and treatment and there was a positive attitude towards life style changes, medication and participation in decision-making regarding their own treatment. Only, 56.4% of the patients, however, reported fulfilment of treatment expectations. Fulfilment of treatment expectations correlated strongly with improvement in HRQoL after the care process.

Conclusions To measure patients ́ expectations and fulfilments of these may offer simple and meaningful outcomes to evaluate a healthcare process from a patient ́s perspective. To approach patients’ expectations may also strengthen patient involvement in the care process with the possibilities of both higher patient satisfaction and medical results of the treatment.

  • Coronary artery disease
  • Stable angina < myocardialIschaemia and infarction (ihd)
  • quality of care andOutcomes
  • Received September 5, 2016.
  • Revision received December 20, 2016.
  • Accepted January 3, 2017.

This is an Open Access article distributed in accordance with the Creative Commons Attribution Non Commercial (CC BY-NC 4.0) license, which permits others to distribute, remix, adapt, build upon this work non-commercially, and license their derivative works on different terms, provided the original work is properly cited and the use is non-commercial. See: http://creativecommons.org/licenses/by-nc/4.0/

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Key questions

What is already known about this subject?

  • Most studies report endpoints such as death, myocardial infarction and hospitalisations. However, less is known about patients´ expectations and fulfilment of these after an intervention.

What does this study add?

  • Validated methods to measure health related quality of life (HRQoL) already exists, but there are no established instruments to explore the patients’ expectations and fulfilment of these after an interventional procedure. This study reports both patient reported outcome and experience measures (patient reported outcome measure (PROMs) and patient reported experience measures (PREMs)) within the same questionnaire (the expectation questionnaire, ExpQ). The ExpQ is found to correlate with known validated HRQoL instruments.

How might this impact on clinical practice?

  • Fulfilments of expectations are associated with improvement in quality of life. To measure PROMs and PREMs may be a simple and meaningful measure to evaluate and improve a healthcare process from the patient’s perspective.

Introduction

For stable symptomatic coronary artery disease (CAD) there are several treatment options for relief of symptoms and to improve long term outcome. These options include lifestyle changes focusing on smoking cessation, physical activity, dietary changes, pharmacological antianginal and antiplatelet therapies as well as treatment for hypertension and hyperlipidemia and finally revascularisation measures, especially in patients with widespread and severe CAD.1 2

In a situation with multiple treatment options and constraints on healthcare resources, it is important to use facilities and resources in a cost effective way in order to create the highest possible value for the money spent.3 In medical decision-making, therapeutic safety and efficacy are crucial but both have to be defined in terms of meaningful and adequate outcomes. In recent years, there has been a focus on patient perspective and involvement in the decision-making and care processes, in order to both improve resource utilisation and the quality of care.4 Thus, from this perspective, patient-reported outcome and experience measures (PROMs and PREMs, respectively) are being increasingly advocated and used to evaluate care processes.5

An appraisal from the University of Oxford, including a review of the available PROMs, resulted in the recommendation of just a few that were found to be evidence-based and suitable for the evaluation of care processes in CAD; that is, EuroQol 5-dimensions (EQ-5D), the Short-Form-36 (SF-36) and the Seattle Angina Questionnaire (SAQ).6 Although these health-related quality of life (HRQoL) instruments have been used in many cardiovascular studies, little consideration has been taken in incorporating their findings into the development of treatment strategies.

Regarding PREMs, fewer questionnaires have been developed and used in studies or clinical development.7 To involve patients, not only the outcomes at the end of the care process should be accounted for, but also the patients’ own views and expectations at the beginning of it as well as the extent to which these are subsequently fulfilled. The aims of the present study were to evaluate, at the beginning of a care process including coronary angiography for the evaluation of suspect stable CAD, patient views on different treatment options and expectations regarding the outcome of this process and, furthermore, to evaluate the fulfilment of these expectations in relation to established PROMs for CAD after the care process.

Methods

This study was a prospective longitudinal observation study recruiting patients who were referred and planned for an elective coronary angiography for suspected stable CAD at all the centres performing the procedure in the region Västra Götaland, Sweden. The study started with 15 pilots patients from March to April 2011. Inclusion at the principal centre started in May 2011 (257 patients included) and at three other smaller centres from September to October 2011 (103 95 and 89 patients included, respectively). Inclusion was completed in June 2012. The study was not open for inclusion during vacation periods (in Sweden, middle of June to end of August and during middle of December to middle of January). During the study periods, all consecutive patients admitted for elective coronary angiography for suspected CAD were screened for inclusion (figure 1). Patients under the 18 years of age or with insufficient knowledge of the Swedish language were excluded.

Figure 1

Screening process of patients for suspected coronory artery disease (CAD). ExpQf, the expectation questionnaire follow-up; ExpQb, the expectation questionnaire baseline.

The study was approved by the Regional Ethical Review Board at Gothenburg University (DNR: 667–10) and was performed in accordance with the Declaration of Helsinki. Written informed consent was obtained from all patients prior to inclusion. The study was registered at www.clinicaltrials.gov (reg. no.NCT01551927).

Baseline data were collected from the medical records at the time of the coronary angiography. The data from the coronary angiography and clinical outcome were collected at the time of the follow-up visit from the patients and from their medical records.

The established HRQoL questionnaires SF-36 and SAQ were used in the study together with the Expectations Questionnaire (ExpQ), which was developed for the current study.

The baseline questionnaires were given in paper to the patients approximately a week before the angiography or on the ward the same day as the angiography, depending on how the care process for elective coronary angiography was organised at each centre. If the patients did not understand the questions, they could ask the research study nurse at each centre for guidance.

If the follow-up took place at the outpatient clinic, the research nurse gave the follow-up questionnaires to the patients to fill in during the follow-up visit. If the follow-up was done by phone, the follow-up questionnaires were sent by post. If the patients did not respond, the study nurse called twice by telephone. If there still was no response from the patient, the questionnaires were again sent out to the patient with a prepaid return envelope. The research nurses collected the questionnaires.

The SF-36 is a generic questionnaire to assess health status consisting of 36 questions, grouped into eight subscales; physical function, social function, role limitation due to emotional problems, mental health, energy/vitality, bodily pain and general health.8 A score from 0–100 can be obtained on each subscale and a higher score indicates higher HRQoL.

The SAQ is a disease-specific HRQoL questionnaire to assess the functional status of patients with angina pectoris.9 The form consists of 19 items divided into five dimensions; physical limitations, angina stability, angina frequency, satisfaction of treatment and disease perception. The results are scored from 0–100 and a higher score indicates higher HRQoL.

The ExpQ is a questionnaire that was developed for this study to assess patient expectations and perceptions before and after the care process including coronary angiography and any subsequent treatment in individuals with suspected CAD. There are questions regarding patients’ perceptions as to why an angiography should be performed, what they think the results will show and their attitudes towards various treatment options. Some of the questions are answered with ‘single answer alternatives’, others with answers ordered on a 4-point Likert scale (agree entirely, agree almost entirely, agree partially and completely disagree) The ExpQ follow-up (ExpQf) follows-up the questions from the ExpQ baseline (ExpQb) to examine how the patient’s expectations have been met after the care process. The ExpQb consists of 11 questions while the ExpQf consists of seven questions. The results are given in numbers and percentages and are not calculated with points or scores. The ExpQ questionnaires were produced only in Swedish (which was why sufficient knowledge in Swedish was a prerequisite for participation in the study). The Swedish originals are included in the online supplementary material (online supplementary appendices I and II) as well as their English translations (online supplementary appendices III and IV).

The ExpQ questionnaires were evaluated in two steps. First, experts on the topic reviewed the questionnaires and, second, a pilot study including 15 patients was performed. In the pilot study the patients also completed a questionnaire regarding user friendliness and understandability and there was a test–retest in which the patients completed the questionnaires twice 1 week apart and comparisons were made by calculating percentage agreements and Kappa values (κ) (online supplementary appendix V).

Statistical methods

Continuous variables are presented as means and SD. Categorical variables are presented with numbers and percentages.

The answers on the test–retest of the ExpQb and ExpQf were compared with and evaluated if they were consistent regarding percentage agreements. To account for random outcomes in the two tests, an agreement measurement by calculation of the kappa (κ) of each question was performed. The κ is an agreement measure that is adjusted for an expected random distribution of answers where the value one represents absolute agreement and zero a distribution that does not differ from random distribution.

Each baseline predictors was correlated with the fulfilment of expectations regarding treatment defined as the answer ‘I agree entirely’ to the question ‘The expectations I had regarding my treatment have been met’ on the ExpQf, using univarible logistic regression model. The results are presented as an OR with 95% CI. Univariable significant predictors were entered in to a stepwise logistic regression to find independent predictors.

Spearman's rank correlation coefficient (rs) was used to compare the results of HRQoL in relation to the four different answer alternatives in the 4-graded Likert scale in the expectations fulfilment question above. For comparison of changes in continuous variables within groups, Wilcoxon signed-rank test was used.

All tests were two-sided and p values below 0.05 were considered statistically significant. Calculations were performed using the Statistical Package for Social Sciences (V.21.0, SPSS, Chicago, Illinois, USA).

Results

Out of 1170 screened patients, 548 were eligible. Of these, 544 filled in the baseline questionnaires and 505 completed the follow-up and filled in the follow-up questionnaires (figure 1). Baseline characteristics of the patients are shown in table 1.

Table 1

Clinical characteristics at baseline and results at follow-up regarding number of coronary angiographies and interventions as well as occurrence of angina pectoris and heart failure

At baseline, most patients understood that the purpose of the coronary angiography was to find out whether there were narrowings that imposed a risk or could explain their symptoms. Furthermore, a majority of the patients expected that the angiography would demonstrate narrowings that could be treated appropriately with balloon angioplasty. Only very few expected that the angiography would demonstrate changes for which bypass surgery would be a suitable treatment (table 2).

Table 2

Patients’ perceptions of the reasons for undergoing coronary angiography and their expectations at follow-up

Most patients wanted to participate in the decision-making process regarding their treatment but 30.7% of the patients wanted the cardiologist to decide about treatment (table 3).

Table 3

Patients' attitudes towards participation in the decision-making process, treatment options, the view on changing their lifestyle and attitudes towards medical therapy at baseline (in questions 5 a–c, 6 a–d, 7 a–d and 8 a–c in the expectation baseline questionnaire (ExpQb))

When asked about preferred treatment, 74.7% answered that they would prefer balloon angioplasty. There was in general a positive attitude towards life style changes and medical treatment.

When the patients were asked to rank what was most important to them, the two alternatives that were chosen by a majority, both at baseline and follow-up, were that they ‘wanted to be completely free of symptoms’ (41.7% and 39.5% at baseline and follow-up, respectively) and ‘to live a normal life’ (38.8% and 46.1% at baseline and follow-up, respectively) (online supplementary appendix VI).

At baseline, a majority of the patients trusted that they would receive the necessary information and the treatment that their condition required in a timely manner. In addition, most thought at baseline that they would be well received by the medical staff and be able to feel safe in connection with the care process (figure 2). At follow-up, however, only 56.4% agreed fully to have had their expectations regarding treatment fulfilled.

Figure 2

Expectations based on expectation questionnaire (ExpQ).

In the univariate regression analysis, diabetes and previous coronary bypass grafting (CABG at baseline were found to be associated with a significantly lower fulfilment of treatment expectations (online supplementary appendix VII). When entered into a stepwise logistic regression analysis, only previous CABG remained associated with lower fulfilment of treatment expectations.

At baseline, 93.6% of the patients expected that they would experience complete, or almost complete, recovery of symptoms (table 4).

Table 4

Patients' expectations and outcome regarding recovery at baseline and at follow-up

At follow-up, however, only 52.7% of the patients reported that they were fully or almost completely recovered and 19% reported that they were not recovered at all.

Reliability tests revealed that most of the questions regarding expectations were found to be adequate. Furthermore, although the patients on whom the ExpQ were tested and retested were few, percentage agreements were 71.4%–100% and Kappa values were >0.60, indicating good or very good agreement, for 12 out of 16 questions regarding expectations (online supplementary appendix V).

The validity of the ExpQ was tested by comparing the compliance of the results with those of the HRQoL questionnaires included in the study. Overall, there was an improvement in HRQoL from baseline to follow-up. Furthermore, those who reported fulfilment of expectations, as well as improvements in HRQoL, had higher HRQoL measured by both the SAQ and the SF-36 at baseline than those who did not have their expectations fulfilled (tables 5 and 6).

Table 5

Health related quality of life (HRQoL) evaluated by Seattle Angina Questionnaire (SAQ) at baseline and follow-up in patients grouped according to their answer to the statement at follow-up that 'The expectations I had regarding my treatment have been met'

Table 6

Health related quality of evaluated life (HRQoL) by Short-Form 36 (SF-36) at baseline and follow-up in patients grouped according to their answer to the statement at follow-up that 'The expectations I had regarding my treatment have been met'

Results from the patients´ reported symptoms and the attitudes towards them at baseline and follow-up are presented in figure 3.

Figure 3

Results from the symptoms and the attitudes of patients.

Discussion

The results of an earlier qualitative study in patients with suspected restenosis after earlier percutaneous coronary intervention (PCI) have raised questions regarding patients’ needs, perceptions and expectations at the beginning of a healthcare process and to what extent these expectations were met at the end of the process.10 In order to try to measure patients´ expectations and experiences in a standardised way we developed an instrument which was applied in this study. The study demonstrates that almost all the patients had high expectations in terms of information, treatment, which is in line with other studies that have measured expectations in patients in the same kind of healthcare systems.11 At the end of the care process, however, a significant proportion of our patients did not claim to have had their expectations fulfilled. There was also a strong correlation between the fulfilment of expectations and improvement in HRQoL.

Expectations have previously been evaluated in studies using qualitative methods covering issues such as understanding what the disease means, information to relatives and treatment perceptions.12 13 Concerning CAD and revascularisation with CABG, a scaling instrument measuring expectations has been produced but is not widely used.14 For PREMs, questionnaires have been developed and validated but they have been designed to catch specific and general aspects of treatment, being taken care of and communication with doctors and nurses.15 Furthermore, they have not been developed especially to cover the entire chain of care and have not been specifically validated in coronary care patients.

At the follow-up, about one quarter of the patients still reported symptoms that greatly affected them and limited their living an active life. Additionally, a considerable proportion of the patients claimed to not be fully recovered. This was independent of the treatment that they had received, that is, whether they had undergone revascularisation or not. There was no clear correlation between persisting symptoms and HRQoL or fulfilment of expectations at follow-up, which is in contrast to other studies reporting a good correlation between treatment satisfaction or degree of symptoms as well as with HRQoL at follow-up after cardiac catheterisation or revascularisation.16 17 One explanation for this could be that patients were included in the study before a diagnosis of CAD was firmly established and, as a consequence, 31% of the patients did not present with any significant coronary stenosis at the coronary angiography. Our previous qualitative study revealed that worries and conceptual issues may be important but the results of the present study indicate that symptoms and restrictions in daily life seem to be the most important issues from the patients´ perspectives. The discrepancies might indicate a methodological differences as qualitative studies may identify not yet known or insufficient known phenomena, characteristics and meanings while quantitative studies examine how the given phenomena, characteristics and meanings are distributed in a population.

The present study provides important knowledge regarding patient involvement in decision-making of their treatment. Thus, a majority of all patients in this study wanted to participate in decision-making regarding their treatment.1 This attitude may well have changed over time since Deber et al reported in 1996 that most patients wanted the doctor to make all the decisions, while in a later study presented in 2007, a majority of the patients wanted to actively take part in the decision-making process regarding their treatment.18 19

We also asked about the perception of different treatment alternatives. There was, in general, a positive attitude towards life style changes and also to long-term medical prophylactic treatment, although a clear majority of the patients entered the chain of care with the perception or expectation that this would involve a PCI. The strong preponderance that was found in the present study for revascularisation in general, and PCI in particular, may be a result of either information shared by healthcare personnel in previous stages of the healthcare process or a perception among patients that revascularisation could offer the chance of a definite cure compared with other treatment modalities. The fulfilment of expectations, however, did not seem to differ regarding the actual revascularisation procedure that was performed or not.

Limitations

There are a number of issues that must be kept in mind when interpreting our results. First, it must be recognised that the study was performed in a specific healthcare system, that is, the Swedish, where almost all specialised cardiac care is publicly organised, financed and provided for. Second, the study comprised an unselected patient population with different phenotypes and in which obviously not all the patients actually suffered from significant CAD. No significant coronary stenosis was observed in 31.7% of the patients and thus their symptoms are likely explained by reasons other than angina pectoris. Further studies focusing on defined, targeted patients may reveal more relevant information of value for designing healthcare processes in CAD patients as well as other patient categories. Furthermore, although the results of the expectation questionnaire correlated with established HRQoL questionnaires, it does need further validation and testing, including test–retest evaluations, in a larger population before it can be more widely used as a patient-reported experiences instrument.14

Finally, the ExpQ were produced, tested and validated in the Swedish language only and further use in other languages must be preceded by double translation, reliability tests and a validation process in the actual language in which it is supposed to be used.

Conclusions

Patients with suspected CAD had high confidence in the healthcare system and high expectations regarding receiving proper care at the start of a healthcare. They had, in general, a positive attitude towards the chain of care, which is in line with current recommendations from the guidelines for CAD, and a positive attitude regarding their involvement in the decision-making for their care process. At the end of the care process, however, only 56.4% of the patients claimed to have had their expectations fulfilled. Fulfilment of expectations correlated with patient-reported outcome measures using established HRQoL instruments. Measuring fulfilment of expectations at the end of a healthcare process may, therefore, be used as a meaningful PREM to evaluate the results of a chain of care for suspected CAD

Supplementary appendix 1

Supplementary appendix 2

Supplementary appendix 3

Supplementary appendix 4

Supplementary appendix 5

Supplementary appendix 6

Supplementary appendix 7

Acknowledgments

The study was supported by grants from The Health and Medical Care Committee of the Regional Executive Board, Region Västra Götaland, and from the Swedish state. We acknowledge the statistical advice given by Suzy Caraza, Mattias Molin and Nils-Gunnar Perhsson.

  • Received September 5, 2016.
  • Revision received December 20, 2016.
  • Accepted January 3, 2017.

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Footnotes

  • Contributors All the participated authors have contributed and approved of the manuscript.

  • Competing interests None Declared.

  • Ethics approval Regional Ethical Review Board at Gothenburg University (DNR: 667-10)

  • Provenance and peer review Not commissioned; externally peer reviewed.

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