Abstract
Objective To elucidate the essential elements of high-quality rheumatoid arthritis (RA) care in order to develop a vision statement and a set of strategic objectives for a national RA quality framework.
Methods Focus groups and interviews were conducted by experienced qualitative researchers using a semistructured interview or focus group guide with healthcare professionals, patients, clinic managers, healthcare leaders, and policy makers to obtain their perspectives on elements essential to RA care. Purposive sampling provided representation of stakeholder types and regions. Recorded data was transcribed verbatim. Two teams of 2 coders independently analyzed the deidentified transcripts using thematic analysis. Strategic objectives and the vision statement were drafted based on the overarching themes from the qualitative analysis and finalized by a working group.
Results A total of 54 stakeholders from 9 Canadian provinces participated in the project (3 focus groups and 19 interviews). Seven strategic objectives were derived from the qualitative analysis representing the following themes: (1) early access and timeliness of care; (2) evidence-informed, high-quality care for the ongoing management of RA and comorbidities; (3) availability of patient self-management tools and educational materials for shared decision making; (4) multidisciplinary care; (5) patient outcomes; (6) patient experience and satisfaction with care; and (7) equity, the last of which emerged as an overarching theme. The ultimate vision obtained was “ensuring patient-centered, high-quality care for people living with rheumatoid arthritis.”
Conclusion The 7 strategic objectives that were identified highlight priorities for RA quality of care to be used in developing the National RA Quality Measurement Framework.
Rheumatoid arthritis (RA) affects approximately 1% of the population1,2 and is a leading cause of long-term disability3,4. It is also the most costly form of arthritis, with projected cumulative (from 2010 to 2030) direct and indirect costs of $162 billion (2010 Canadian dollars) by 20305. The rates of mortality associated with RA are 2-fold higher compared to the general population6,7,8. Given the importance of early and targeted treatment in RA, the Arthritis Alliance of Canada (AAC) developed a validated set of system-level performance measures that report on access to rheumatology care and treatment9. The measures were tested in 5 Canadian provinces and are vital in identifying important gaps in care to drive quality improvement10,11,12,13. Building upon this work, we have partnered with the Canadian Rheumatology Association (CRA; representing rheumatologists) and the AAC14 (representing over 36 arthritis organizations) to develop a comprehensive framework for quality measurement in RA encompassing patient-level outcomes. The framework’s development was modeled after the Kaplan and Norton Balanced Scorecard (BSC) Framework15. BSC is a tool that helps translate the vision for quality improvement into strategic objectives and goals along multiple domains. It also includes different stakeholder perspectives and performance measures to monitor progress towards quality improvement targets16.
The objective of the present study was to elucidate the elements of high-quality RA care through focus groups and interviews with rheumatology healthcare providers (HCP), managers, healthcare leaders and policy makers, and persons living with RA. This work was used to develop a vision statement and a set of strategic objectives for a national quality improvement framework for RA.
MATERIALS AND METHODS
Design. This project was part (phase 1 of 3) of a larger, nationally scoped, mixed-methods program of research aimed at developing, testing, and implementing a quality improvement framework for RA. In this study, focus groups and semistructured interviews were used to identify elements of high-quality RA care.
Participants and recruitment. Stakeholders with expertise, knowledge, or experience in RA care (rheumatologists and allied health professionals [AHP]), people living with RA, clinic managers, regional/provincial healthcare leaders, and policy makers were recruited between December 2017 and June 2018. Participants were recruited through different means depending on participant type. Rheumatology leaders (e.g., presidents of regional rheumatology societies and/or rheumatology divisional heads) from all provinces were asked to identify rheumatologists and clinic managers from both academic and community clinics as well as regional healthcare leaders/policy makers in their region for recruitment. AHP were invited to participate by directors of regional arthritis rehabilitation and therapy programs, and the national Arthritis Health Professions Association. People living with RA were recruited through advocacy organizations including the Arthritis Patient Advisory Board, the Canadian Arthritis Patient Alliance, Arthritis Consumer Experts, and The Arthritis Society. We used purposive sampling to ensure a broad representation of participants from various stakeholder types and regions of work or residence across Canada.
Focus group and interview objectives. The objective of the focus groups and interviews was to obtain participant perspectives on RA care to inform the development of a vision statement and strategic objectives for quality improvement, which represent the foundation of a quality measurement framework. Participants were asked to define “quality of care” for RA care and identify areas of priority for quality improvement. In addition, participants were also asked to describe an ideal model of care, and to identify any barriers and facilitators for care.
Three semistructured focus group and interview guides tailored to participant type were developed based on the research questions (Supplementary Data, available from the authors on request). The facilitators followed the guides with questions and probes to assess the objectives, and encouraged participants to share their views. Focus groups and interviews were digitally recorded and transcribed verbatim by a transcriptionist.
Focus groups and interviews. An experienced qualitative researcher and a research associate trained in qualitative methods cofacilitated the focus groups. Separate focus groups were held for different stakeholder types (e.g., healthcare professionals, people living with RA) to avoid dominance of the discussion by a single participant type and to ensure all voices were heard. Individual and small group interviews (also by participant type) were conducted by teleconference for those stakeholders unable to participate in focus groups due to constraints with scheduling or travel.
Data analysis. Transcripts were deidentified and imported into QSR International NVivo 12 software for data management and analysis. A 6-step thematic analysis17,18 guided an iterative and reflective process involving grouping of responses and arranging information, making sense of the data, examining relationships within the data, and making comparisons between participants and different groups. Four coders (2 teams of 2) independently (1) reviewed the transcripts to familiarize themselves with the data, then (2) inductively created provisional codes. Weekly meetings between the coders helped to (3) refine and (4) ensure mutual understanding of the codes. Coders then (5) independently reexamined each transcript and assigned sections of text to codes, representing themes. Finally, the coders (6) produced a report on the themes and associated quotes. Through this process, it was also determined that data saturation had been achieved (i.e., no new additional themes emerged)19.
Trustworthiness. We took multiple steps to meet the Lincoln and Guba20 concept of trustworthiness, which included dependability, credibility, confirmability, and transferability. Dependability is the extent that the study could be duplicated by other researchers and the findings would be similar. Two independent teams of 2 team members reviewed the decision-making record and made sure the process was logical and controlled for biases. The coding teams met for peer debriefing and feedback on coding and analysis. To ensure dependability and confirmability, we used an audit trail to document decisions made throughout the analysis process. As well, many team members were trained in multiple disciplines (quality of care, rheumatology, nursing, qualitative methods), providing balanced perspectives. Credibility was established with frequent updates to and discussion of findings with the CRA Quality Care Committee and the AAC during scheduled teleconferences. Transferability was accomplished through rich descriptions of findings with selected quotations, so that those seeking to apply the learnings to their own site could judge the generalizability of the results17.
Development of the vision and strategic objectives for the quality framework. Following qualitative analysis, 4 members of the research team involved in the qualitative data collection and analysis reviewed the qualitative results, identified the main themes relating to quality of care, and drafted the vision and strategic objectives for the quality improvement framework. Members of the research team, including 2 patient partners (KT, KE), involved in overall study inception, design, and execution, iteratively reviewed the draft and finalized the wording. The development of the vision statement and strategic objectives represents the first phase in the development of a measurement framework prior to populating the framework with performance measures to drive quality improvement.
Ethical considerations. Ethical approval was granted by the University of Calgary’s Conjoint Health Research Ethics Board (REB16-0556) and all participants provided written informed consent.
RESULTS
Participants. We conducted 3 focus groups with 6–10 participants each, 13 1:1 interviews, and 6 smaller focus groups of 2–4 people. Focus groups lasted 90–120 minutes and interviews lasted 45–90 minutes. Table 1 outlines the participant types and regional distributions. In total, 54 people participated in either a focus group or interview. Three separate face-to-face focus groups were conducted including AHP at a rheumatology clinic (registered nurses and a physiotherapist, n = 10), AHP (registered nurses, physiotherapists, and a pharmacist) at the CRA Annual Scientific Meeting (n = 9), and one with patients at the same meeting (n = 6). In addition, 30 people participated in interviews (2 in 1:1 face-to-face interviews and the rest by telephone) and smaller focus groups of 2–4 people by teleconference (8 rheumatologists, 7 patients, 4 clinic managers, 9 healthcare leaders/policy makers, and 2 allied healthcare professionals).
Perspectives on RA quality of care informing a vision and strategic objectives. Seven main themes were derived from participants’ responses that are important to consider when developing a quality of RA care framework. These included (1) access to care, (2) evidence-informed, high-quality, patient-centered care for patients with RA including care for other coexisting comorbidities, (3) patient education and access to information, (4) multidisciplinary care, (5) improving patient outcomes, (6) the patient experience of care, and (7) equity in the delivery of healthcare. Overall results are summarized in Table 2.
The main themes were used to develop a vision for RA care: “Ensuring patient-centered, high-quality care for people living with rheumatoid arthritis.” The 7 main themes, discussed in detail below with supporting quotations on Table 3, Table 4, and Table 5, were used to develop strategic objectives for quality improvement (Figure 1).
Access. Access to rheumatology care was of primary importance to all participant types, with many highlighting the importance of early diagnosis and early disease management in improving patient outcomes. A number of HCP discussed the CRA’s wait time benchmarks for rheumatology consultation, which suggest a maximum time between referral and rheumatologist appointment21. A number of participants highlighted that the wait time measures were suboptimal because they do not capture the time from patient symptom onset. Further, HCP expressed concern that the wait time benchmarks were not easily achievable due to the large volume of referrals received in their centers. A frequently cited reason for prolonged wait times was the mismatch between “supply and demand” (IG6, IG10). This mismatch was perceived to be more prevalent in rural areas. Use of alternative models of care were cited as potential resources for increasing provider capacity, thereby reducing wait time.
A lack of expertise among some referring physicians was seen as contributing to delays in access, as were poor quality of referrals wherein information was not adequate for appropriate triage. Central access and triage models were described by some HCP as an approach of improving access, with some models including AHP with advanced musculoskeletal training assisting with triage. However, challenges in incentivizing and funding new models of care in some provinces were described as barriers to uptake of this approach. Patients also reported the ongoing need for timely access to their specialist team (e.g., to manage disease flares).
Evidence-informed, high-quality, patient-centered care. Concepts central to the theme of evidence-informed, high-quality, patient-centered care included measuring RA-related outcomes (e.g., disease activity and functional status) and addressing comorbidities. However, the role of rheumatologists in the screening and/or management of comorbidities was controversial. Some HCP described specialized risk clinical and online tools they used to help screen and manage comorbidities on a systematic basis, while acknowledging this could lead to a “longer visit” (IG1), thus affecting provider availability for others. Other HCP felt strongly that management of comorbidities reduced time spent managing issues specific to a rheumatologist’s scope of practice. At a minimum, some HCP acknowledged the need to help educate primary care providers and patients about the need for screening for comorbid conditions such as heart disease and osteoporosis. Patients and HCP also viewed access to medications as important, including wait time from date of decision to escalate therapy to start of advanced therapy and between switches in advanced therapies, as well as time from diagnosis to the first disease-modifying antirheumatic drug (DMARD; Table 4). Additional gaps identified by patients and HCP were in addressing mental health issues, as well as lifestyle, exercise, and dietary changes.
Information and educational materials. Access to information and educational materials was cited as an element of high-quality care, with patients emphasizing the need to receive the right amount of information at the right time. For example, having a list of where to access high-quality information about arthritis was suggested as a strategy to improve patient care.
Patients also described the high volume of information available (which was at times overwhelming, especially early after diagnosis) and suggested ways to better navigate the information. The concept of a “buddy system” (Patient FG1) or peer navigation to facilitate information gathering and/or the health system itself was also discussed by patients.
HCP also noted that at early diagnosis a more coordinated approach could be offered for patient education. In 1 focus group, AHP suggested that education could even begin while patients are awaiting their initial appointment.
The use of alternative models of care was also discussed, including, but not limited to, nursing models to assist with delivering educational materials and ensuring patients were comfortable with the medical plan. Patients suggested that more innovative resources for education could include online materials and videos. HCP also noted a need to develop resources that were culturally and linguistically appropriate.
Multidisciplinary care. Multidisciplinary and team-based care were highlighted as important to high-quality RA care given the complex needs of patients with RA. Unfortunately, access to multidisciplinary care was highlighted as lacking in many centers and described as an important area for resource development. Additionally, beyond access to physiotherapists and occupational therapists for management of disease, HCP discussed the need for access to social workers to help patients navigate financial concerns relating to access to medications, vocational counselling, and assistance with income support programs. In addition to lack of funding for AHP, human resource shortages of AHP with expertise in inflammatory arthritis was also noted as a deficit. In contrast, the Advanced Clinician Practitioner in Arthritis Care program22 was cited as an important innovation in the training of extended role practitioners in arthritis care, which is necessary for expanding and optimizing the rheumatology workforce through alternative models of care.
Improving patient-reported outcomes. A variety of outcomes including disease activity, pain, fatigue, and functional status were discussed by HCP and patients as important to monitor and serve as guides in disease management. Challenges with measuring and monitoring these outcomes were discussed, given different availabilities of electronic health records and challenges with standardized collection of patient measures during routine clinical care. HCP in particular also emphasized that time to remission or lower disease activity are important concepts when considering the measurement of patient outcomes.
Patient experience and satisfaction with care. Patient experience of the care transaction and relationship with their provider was very important to patients and HCP when they were defining high quality of care. While this concept was infrequently measured using satisfaction or experience surveys, key defining features included emotional support and understanding and acknowledging who the patient was beyond their disease and the effect the disease had on their lives (Table 5). Central to the patient experience was approaching patient care with a more holistic approach, having trust in their physician and appropriate communication, and a sense of feeling “heard” (IG8).
Equity. Equity in the provision of rheumatology services emerged as an overarching theme. Participants noted gaps in geographic access to care, in particular, access for rural and remote areas, as well as for Indigenous populations. Challenges were also identified in providing linguistically and culturally appropriate and safe care to Indigenous and other population groups.
The stratification of measurement based on region or socioeconomic status was suggested by a policy maker as a means of measuring and monitoring equity in healthcare delivery. A number of potential solutions for models of care delivery to rural and remote regions were suggested, including traveling clinics and telehealth. Potential barriers that were discussed included patient buy-in for telehealth compared to a traditional in-person clinic visit, as well as the need for well-trained individuals to conduct physical exams and facilitate appropriate care at the remote site. In contrast, travel grants to allow patients to travel for healthcare appointments at distant academic centers were not always viewed by HCP as the most effective use of healthcare resources.
DISCUSSION
This work is part of a larger project to develop a framework for monitoring, measuring, and optimizing RA care in Canada with the central vision of improving patient-centered, high-quality care for persons living with RA. This qualitative study provides important stakeholder perspectives on elements constituting high-quality RA care, promoting 7 main themes. There was near universal agreement on these main themes identified with the only area of potential controversy being the role of rheumatologists in comorbidity management. Six of these were used to develop strategic objectives for quality of care (Figure 1), while the 7th (equity) remains an overarching theme that needs to be considered when evaluating and addressing the other 6 objectives.
Our study’s results resonate with other qualitative studies evaluating perceptions on specific aspects of RA care. For example, a 2018 qualitative study by Barton, et al23 explored clinician and patient perspectives on treatment goals and revealed patient knowledge and psychosocial dynamics (stress) as 2 major domains that have some overlap with our identified themes, including those pertaining to information and educational materials and patient experience with care. A recent qualitative study of barriers and facilitators for screening for hyperlipidemia among patients with inflammatory arthritis24 highlights the need for improved communication around screening for this comorbidity, as well as the potential role of peer coaching, similar to the peer navigation concept discussed by our participants. Other relevant qualitative work has further explored domains identified by our work, including access to care25and shared decision making26.
Other studies have evaluated RA care from a more general perspective. In a study of the UK National Rheumatoid Arthritis Society membership, the stories of 22 patients with RA were “mapped” to compare patients’ experiences with guidelines and recognized standards of care27. Five themes that overlapped extensively with those from our study were identified, including primary care access and initial treatment; the effect/significance of time between seeing a consultant rheumatologist and receiving DMARD or biologic treatment; disease management and individualized care plans; access to multiprofessional teams; and access to patient education27. In another UK-based study, patient views of RA healthcare were obtained with the aim of using these perspectives to help tailor service delivery through a total quality management framework28. The results centered around the following themes: past experiences with the healthcare system, personal health beliefs, professional issues (secondary specialist care and primary care), strategies for interacting with healthcare staff, interaction with different types of health professionals, and organizational issues (visits and blood tests, clinic organization).
A unique aspect of the present study is the use of these qualitative data to inform strategic objectives for our RA quality framework29. While other standards of RA care exist, including the European League Against Rheumatism patient-centered standards for care for RA30, these were developed based on practice guidelines combined with expert opinion using a modified Delphi panel that involved patient partners but included no apparent qualitative inquiry. Interestingly, the standards of care, including 16 statements, overlap thematically with the present study’s themes and strategic objectives, highlighting the transferability of our findings as areas of importance in high-quality RA care.
While our study represents a comprehensive qualitative evaluation of Canadian RA quality of care, there are a number of limitations. First, it is possible that the participants’ experiences and views are not typical of all participant types. This may be especially true for persons living with RA in our study because they were recruited through advocacy organizations, and individuals engaged in these organizations may have different sociodemographic characteristics than a general RA clinic population. Clinic recruitment was unfortunately not feasible given the national scope of this project. The majority of our patient participants were female, and no other demographic data were collected such as age or socioeconomic status; this may have affected results. It is likely that different elements of high quality of care may be important to different populations, for example, Indigenous populations31. We suggest that future studies consider evaluation of these strategic objectives for high quality of care and their relevance to different patient populations across Canada. While a diverse sampling of HCP, managers, and healthcare leaders was sought from across the country, it is possible that those participating in the study may have had more experience in developing models of care for arthritis and measurement frameworks, which could have influenced the themes arising. Analyses did not specifically elicit between-province comparisons. We also did not distinguish in our analysis of HCP between rheumatologists and other types of arthritis HCP (e.g., nurses or physiotherapists), because many of these individuals had advance practice roles. Future study could be undertaken to better understand different HCP perspectives on these topics; in particular, comorbidity screening arose as the most controversial topic.
Early access to rheumatology care, ongoing high-quality care, the right information and educational materials at the right time, access to multidisciplinary care, and optimizing patient experience and outcomes all emerged as important themes from this work; these represent the foundation for the RA quality framework. Health equity was an overarching theme across all strategic objectives, with particular attention paid to improving access to care and outcomes for patients living in rural and remote regions, as well as in underserviced patient populations. In future work, performance measures will be selected to address the strategic objectives and populate the measurement framework, which will then be tested in different settings. Ongoing patient participation and arthritis provider involvement will be important as the measures are selected to address the strategic objectives.
ACKNOWLEDGMENT
The authors would like to acknowledge the support from the Canadian Rheumatology Association (CRA) in helping provide a venue for the focus groups and an online platform for public comment for this work. We would also like to acknowledge the CRA and the Arthritis Alliance of Canada for supporting this work through updates to their committees and membership.
Footnotes
Funding for this study was provided by a Project Grant from the Canadian Institutes of Health Research (CIHR) PJT 153265. DAM is supported through a Canada Research Chair in Health Systems and Services Research, and the Arthur J.E. Child Chair in Rheumatology Outcomes Research. DL is supported by the Mary Pack Chair in rheumatology research from The Arthritis Society of Canada and the University of British Columbia.
- Accepted for publication October 29, 2020.
- Copyright © 2021 by the Journal of Rheumatology