Background
The notion that people with lived experience of a health condition should be involved in designing and conducting health research has become increasingly acknowledged and valued in the United Kingdom (UK) and internationally [
1‐
4]. Public involvement (PI) in the UK has been defined as “research carried out ‘with’ or ‘by’ members of the public rather than ‘to’, ‘about’ or ‘for’ them” [
5]. Thus, PI is distinct from patients as research ‘participants’ from whom data is collected, and is focused on ‘involvement’ in the actual design and conduct of research. It is said to lead to research of a higher quality that is more acceptable, relevant, transparent and accountable [
6‐
8]. Guidance for reporting PI in health and social care research has been developed to allow researchers to learn from best practice in different health specialties [
9].
The growth of PI in health research has been uneven and, somewhat surprisingly, is often absent from the development of Patient Reported Outcome Measures (PROMs) [
10]. These instruments focus on how a person interprets, perceives and feels about aspects of their health status and treatment, and are increasingly being used in clinical practice [
10,
11]. The phrase ‘patient-reported’ indicates that an individual has self-completed the measure, but does not imply that the development of the PROM has been shaped by patients. In this paper, the phrase ‘service user’ will be used instead of ‘patient’, as is conventional in the field of mental health in the UK; the term ‘expert service user’ will be used to refer to PI inputs from mental health service user research partners in this particular programme of research. Despite growing recognition of the value of experiential knowledge that service users bring to health research, a recent review found that only 6.7% of PROMs had input from service users at every stage of PROM development [
10]. Most of the papers (58.5%) described some involvement in PROM development, mainly with item generation, and the authors of the review suggest that some researchers may have omitted to report involvement altogether.
There is limited agreement between clinicians and service users on outcome priorities [
12,
13]. When service users were consulted about the relevance and acceptability of commonly used outcome measures in mental health assessment, many were rated low as they did not reflect service users’ own concerns [
14]. This has led to suggestions that outcome measures should not only embody the values and priorities of service users, but that service users themselves should be involved as key decision-makers throughout the PROM development process [
10,
13,
15,
16]. In this way, the questionnaires are likely to be more relevant, comprehensive and understandable to service users, resulting in enhanced reliability and validity of the measures [
10,
13]. There are limited models about how to achieve greater involvement of service users in the development of PROMs, and even fewer reports regarding the impact of service user involvement on the development of such measures [
10,
17].
Recovering Quality of Life (ReQoL) is a new instrument which measures mental health service users’ own perspectives of ‘recovery’ and ‘quality of life’ [
18]. It was developed from the outcomes that service users identified as being central to them, as well as from the literature [
19‐
21]. The stages of measurement development include the identification of themes and items (Stage 1), the face and content validity with service users (Stage 2), and the psychometric testing by collecting data on the draft questionnaires (Stage 3) before finalising the measures. ReQoL is available in both a short version for clinical assessment (comprising 10 items, ReQoL-10), as well as a longer version (comprising 20 items, ReQoL-20). Both measures are suitable for self-completion and for use across a wide spectrum of mental health conditions (both psychotic and non-psychotic) and for different levels of severity, for individuals aged 16 or over. The intention was to deliver a rigorous service user-centred and service user-valued PROM with high face and content validity. In most PROM developments, patients are solely research participants providing data that are used in the process. Ethical approval to use data from patients in research is sought through the relevant authorities. This paper focuses on the involvement of expert service users as research partners with other service users as participants in the study. The aims of the paper are to provide an example of PI being deeply embedded in the development of a mental health PROM and to critically assess the contribution of expert service user involvement.
Results
Stage 1. Theme and item generation
The expert service users at the scientific group meeting affirmed the appropriateness of the seven domains of the PROM. However, they expressed some deep concerns about the concept of ‘recovery’. The main concern was that the concept of recovery was centred on self-management and a wish to ‘normalise’ service users with mental health difficulties to conform to one convention dictated by society, rather than embracing their differences. The shared definition of recovery that was endorsed was: “You could have distressing symptoms but still have a good quality of life”. There was also some strong debate around the fact that while recovery was important, mental health services were often not funded to address the wider aspects of service users’ lives (e.g. belonging and relationships) but very much focussed on the reduction of symptoms.
At the first meeting of the
expert service user group the 122 items were explored in-depth systematically and additional items were suggested by the group increasing the number of items to 180. Among these 58 additional items, nine were completely new items about missing sub-themes (Table
1); 22 had been dropped at much earlier stages along the selection process; and 27 items were dropped from the previous pool. As a result of the addition of items at that stage, three extra
core team meetings had to be scheduled to carefully consider these items and comments.
Table 1
Items/sub-themes added by the expert user group in the theme and item generation stage
1 | Autonomy in my care | This was dropped as it was more about ‘process’ rather than ‘outcome’ |
2 | I am satisfied in my sex life | This was dropped because it was felt that it may not be applicable to a number of service users |
3 | I felt stupid (self-criticism) | The concept was covered by an item on self-blame and the item ‘I felt guilty’ |
4 | I chastised myself for my mistakes | This was covered by an item on ‘blame’ |
5 | Dread (as opposed to anxious as being anxious can be a good thing at times) | This idea was covered by the following items ‘I felt panic / terror’ ‘I worried too much’ ‘I had difficulty stopping or controlling my worry’ |
6 | I am bothered by the side-effects of my medication | This was dropped because it was felt that it may not be applicable to a number of service users |
7 | I am able to carry out day-to-day activities | This was covered by the following few items: ‘I have reasons to get out of bed in the morning’ ‘I could not get started with the simplest everyday tasks’ |
8 | Sleeping too much | The existing item on sleep was modified to encompass all sleep-related problems |
9 | Consumed by anger | The item ‘I felt consumed by anger’ was added |
Members of the expert service user group expressed some concern that the pool of items at this stage felt too symptom-based, and that certain items reflected professional priorities or phraseology (e.g. how usual is it for people to have ‘plans and goals’?). The disquiet was that the items may not reflect a broader conceptualisation of ‘quality of life’ and also of ‘recovery’ from the service user perspective. The expert service users raised questions regarding whether or not the existing measures from which some of the items were taken had themselves been co-constructed with service users. However, the research team established that there was not enough time to review this issue within the tight time frame and as long as items were thoroughly tested by service users, they should be considered even if they came from measures that were not co-constructed. Pragmatically, discussions focussed on the rationale for keeping, removing, or adding items and were detailed and intense, with different possibilities of the meanings and acceptability of words and phrases examined very carefully.
After a comparable exercise was subsequently undertaken by the
scientific group, the items were then reduced to 101. The
core team further reduced the number of items to 88 for use in the subsequent stage through a similar exercise guided by the Streiner and Norman criteria [
24]. It was important to reduce the number of items to make the face and content validity stage practically manageable without imposing unnecessary burden to participants.
Stage 2. Face and content validity testing of shortlisted items
In order to test face and content validity of the reduced pool of 88 items, 40 individual interviews, four paired interviews and two focus groups (
n = 11) were carried out, obtaining the views of 59 service user participants and 19 service user participants aged 16–18. Important issues emerged from the interviews concerning the perceived irrelevance, complexity and ambiguity of certain items. Potentially distressing and judgmental items were also highlighted [
22] . Mid-way through data collection the three interviewers, in conjunction with the
scientific group and the
expert service user group, agreed to add 12 more items as a result of feedback from the study participants.
At the scientific group meeting, the feedback received from the study participants on each item was discussed. In some instances, there were conflicting views between the feedback received from expert service users in the previous stage and that received from study participants. One example of disagreement concerned the item ‘I felt guilty’ which the expert service users found to be an important item. Study participants felt that at times it could be a positive thing to feel guilty in some circumstances (for instance, one is well enough to appreciate what one might have done when experiencing a serious episode), whereas in other circumstances it could be a negative experience of being too critical towards oneself. This item was discussed and it was agreed to drop it because the item not only enhances quality of life but also takes away from it. At this stage it was necessary to review the feedback from expert service users from the previous stage with the new evidence from study participants. In cases where there were disagreements (n = 20 items), these were highlighted by the qualitative researchers in advance of the meeting and more time was devoted to discussing such items to reach consensus on whether the item should be omitted, retained or re-worded. Therefore, as well as service users as participants, in terms of PI, an expert service user was also involved in collecting data and all the expert service users were involved in re-shaping the interview topic guide. Thus, the contribution of the expert service users was not only in terms of the contribution to the wording of items but to the underlying conceptualisation of the scale.
Stage 3. Item reduction and scale generation
A fundamental aspiration of the expert service users involved was that completing the PROM should not leave people feeling “rubbish”, upset, or worse than they felt before completing the measure. The expert service users therefore finalised the order of the questionnaire that was to be used in the quantitative studies. The psychometric testing of the questionnaire comprised two quantitative studies, recruiting 2062 and 4266 service user participants respectively. In the former, service user participants completed a larger item-set of 61 items and in the latter, participants completed a set of 40 items. In terms of PI, it should be noted that expert service user identified by the service providers assisted in the recruitment of participants through their networks. Furthermore, following the psychometric analysis of the first study, the expert service user group appraised those items that had been eliminated and attempted to achieve consensus on the most appropriate remaining items. Discussions focussed on the ordering and clustering of the themes and items (e.g. should positive and negative items be separated or mixed?), and different options for items concerning physical health.
During the final stage of development after the second quantitative study, the
expert service user group met separately before joining the
scientific group later the same day to examine all the data and to finalise the short form (ReQoL-10) and the longer version (ReQoL-20). The combined group considered which items were most appropriate for each domain, and agreed that no additional items were needed. The expert service users contributed to the final item selection, and while this group was happy with the short ReQoL measure to contain 10 items, clinicians were of the view that six items would be sufficient. This was debated and the group agreed that 10 items offered better psychometric properties than six items. Because of the simplicity of the items of the ReQoL, the additional burden of four questions was minimal. It was also decided that the physical health item should be included in both versions of the PROM. As shown in Table
2, the result of inputs from expert service users in the decision-making process meant that the items with the strongest psychometric properties were not automatically chosen for the final measure. Instead, a compromise was reached between psychometric strength and content validity.
Table 2
Ranking of items by psychometric properties within each theme
Activity | I found it difficult to get started with everyday tasks | 1 out of 5 |
I enjoyed what I did | 4 out of 5 |
Belonging and relationships | I felt lonely | 1 out of 5 |
I felt able to trust others | 3 out of 5 |
Choice, control and autonomy | I felt unable to cope | 1 out of 5 |
I could do the things I wanted to do | 3 out of 5 |
Hope | I thought my life was not worth living | 2 out of 4 |
I felt hopeful about my future | 4 out of 4 |
Self-perception | I felt confident in myself | 1 out of 4 |
Wellbeing | I felt happy | 1 out of 4 |
Stage 4. Implementation stage
A short video describing the ReQoL project was co-developed prior to the launch of the PROM (
http://www.reqol.org.uk/p/overview.html). Expert service users helped to devise an information sheet about ReQoL, and they also attended the launch event during which barriers and facilitators surrounding the use of ReQoL were discussed. Furthermore, members of the
scientific group met to discuss the possibilities of translating the PROM into different languages. Finally, expert service users are co-authors of published papers (including this one) and conference presentations arising from developing ReQoL.
Conclusions
While the reflections on PI presented above are applicable to PI in research in general, the main contribution of this paper is to provide an example of how PI was successfully embedded in every stage of the PROM development. On the basis of the findings presented here, we recommend that researchers involved in future PROM development consider (Table
4): how to involve service users in every phase of the development process; extensive service user involvement is adequately planned and budgeted for; outcome measures from which items are taken are first checked that they have been co-constructed by service users and if not whether the items are acceptable to service users; the fact that expert service users are diverse; expert service users are able to reflect the views of other service users; expert service users are involved in recruitment to studies and employed in data collection and analysis; issues of power asymmetry are addressed; expert service users have an opportunity to meet independently to voice their views and concerns, and that they are appropriately briefed; research teams are prepared to resolve disagreements by having some clear guidelines from the beginning about how to reach a resolution; researchers are prepared to devote time and effort to make technical materials accessible to expert users; and the impact of expert service user involvement throughout the PROM developmental process is evaluated.
Table 4
Key recommendations for PROM developers
Recommendations for PROM developers: • Consider how to involve service users in every phase of the development process • Extensive service user involvement needs to be adequately planned and budgeted for • Outcome measures from which items are taken are first checked that they have been co-constructed by service users and if not whether the items are acceptable to service users • Include expert service users who are diverse • Include expert service users who are able to reflect the views of other service users • Involve expert service users in recruitment to studies, in data collection and analysis • Provide service users with an opportunity to meet independently to voice their views and concerns and ensure that they are appropriately briefed • Research teams should prepared to resolve disagreements by having some clear guidelines from the beginning about how to reach a resolution • Researchers should be prepared to devote time and effort to make technical materials accessible to expert users • How the impact of service user involvement throughout the PROM developmental process should be considered. |
The embedding of expert users in co-producing the ReQoL ensured that the measures were more meaningful to service users, thus increasing the face and content validity of the measure. Having service users as research partners making shared decisions throughout the research process was critical in producing a service user-centred and service user-valued PROM.
Acknowledgements
The authors would like to thank all the participants in the project, the staff who have been involved in the recruitment of participants and all the members of the governance groups.
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