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Table 4 Data collection in the process domain “mechanisms of impact”

From: Process evaluation of a multi-disciplinary complex intervention to improve care for older patients with chronic conditions in rural areas (the HandinHand Study): study protocol

Process domain indicator

Topic

Data sources

N (planned number of persons per data collection)

Data collection methods (number of planned data collections where applicable)

Parameters/ Operationalisation

Data type

      

Quant.

Qual.

a. Structure

Resources

EN team leader

1

2

Questionnaires (3),

interviews (3)

Teamwork & networking

Description of collaboration with University

Safety

EN team leader

1

2

Questionnaires (3),

interviews (3)

Assessment of aspects of safety regarding practice in isolation & home visits

Availability of supervision & mentoring

Emergency management

Catchment area & geography

EN team leader

1

2

Questionnaires (3),

Interviews (3)

Size of the areas in qm2 Particular geographic features (e.g. poor road conditions, lack of mobile coverage)

ePA

All patients

Clinical documentation

Distance between nurses’ office and patient homes in km

 

Documentation and communication

Principal investigator

1

Questionnaires (2), interviews (2)

Features of communication within the team and externally incl. barriers and facilitators

EN team leader

1

2

Questionnaires (3),

interviews (3)

Structure and features of communication and clinical documentation incl. barriers and facilitators

ENs

10

Interviews (3), questionnaires (3), focus groups (2)

Structure and features of communication and clinical documentation incl. barriers and facilitators

GPs

All GPs

Questionnaires (3)

Use of the referral document and perceived usefulness

Structured/systematic communication with ENs, barriers and facilitators

 

b. Core participants

Patients

Baseline characteristics

ePA

All patients

Clinical documentation

Age, sex, living situation, diagnoses etc

 
 

Needs

Patients

2–4

Interviews (6)

Self-reported needs

 

 

Relatives

2–4

Interviews (6)

Self-reported patient and own needs

 

 

ePA

All patients

Clinical documentation

Reasons for referral

GP-reported patient needs

EN-reported patient needs

 
 

ENs

10

Questionnaires (3)

EN-reported patient needs

 
 

Expectations and preferences

Patients

2–4

Interviews (6)

Expectations and preferences regarding own health care in general and care by the ENs

 

 

Relatives

2–4

Interviews (6)

Expectations and preferences regarding patient’s health care in general and care by the ENs

 

 

Acceptance

Patients

2–4

Interviews (6)

Indications of the extent to which the role of ENs is recognised as a complementary role in the care system

 

 

Relatives

2–4

Interviews (6)

Indications of the extent to which the role of ENs is recognised as a complementary role in the care system

 

 

Resources

ePA

All patients

Clinical documentation

Other health care and allied services involved

 
 

Patients

2–4

Interviews (6)

Individual resources & coping strategies

 

ENs

Skills and competencies

ENs

10

Questionnaires (3), interviews (3), focus groups (2)

Own perceptions of skills and competencies

 

EN team leader

1

2

Questionnaires (3),

interviews (3)

Perceptions of ENs competencies

 

GPs

All GPs

Questionnaires (3), interviews (2)

Perceptions of ENs competencies, task sharing

 

PTHV

2

Interviews (2)

Perceptions of ENs competencies

 

 

Health insurance representatives

2

Interviews (2)

Perceptions of ENs competencies

 

 

Autonomy

ENs

10

Questionnaires (4), interviews (3), focus groups (2)

Perception of autonomy

 

GPs

All GPs

Questionnaires (3), interviews (2), focus groups (1)

Perception of ENs autonomy

 

Mentoring & Supervision

ENs

10

Questionnaires (3), interviews (3), focus groups (2)

Needs and perception of mentoring and supervision

 

EN team leader

1

2

Questionnaires (3),

interviews (3)

Strategies for mentoring and supervision

Perception of ENs needs

 

Team

ENs

10

Questionnaires (3), interviews (3), focus groups (2)

Team as a resource

Teamwork

 

EN team leader

1

2

Questionnaires (3),

interviews (3)

Team building strategies

 

Networking

EN team leader

1

2

Questionnaires (3),

interviews (3)

Type and structure of networking

Barriers and facilitators of networking

GPs

Motivation

GPs

All GPs

Questionnaires (3), interviews (2)

Reasons for participation in the study

Previous experiences

GPs

All GPs

Questionnaires (3), interviews (2)

Experiences working with nurses with expanded roles

Expectations & experiences

GPs

All GPs

Questionnaires (3), interviews (2), focus groups (2)

Expectations and experiences regarding interprofessional cooperation and competencies of ENs

Delegation

GPs

All GPs

Interviews (2)

Delegated tasks and whether they have changed

Other health care professionals

Expectations

Health care professionals from other health care services involved in HiH patient care

5

Interviews (2)

Expectations regarding cooperation

 

Active support and hindrance

Health care professionals from other health care services involved in HiH patient care

5

Interviews (2)

To what extent the project/participation in the project is recommended to other patients/GPs/relatives

 

Interfaces

Health care professionals from other health care services involved in HiH patient care

5

Interviews (2)

Expected interfaces and how to handle them

 

c. Interpersonal and (inter)professional relationships

Role understanding, role clarity

ENs

10

Questionnaires (4), interviews (3), focus groups (2)

Understanding of role performance, responsibilities and tasks

Differences to other health care professionals

 

EN team leader

2

Interviews (3)

Understanding of role performance, responsibilities, tasks, needed competencies

Differences to other health care professionals

 

GPs

All GPs

Questionnaires (3), interviews (2), focus groups (1)

Understanding of role performance, responsibilities and tasks

Differences to other health care professionals

 

Patients

2–4

Interviews (6)

Understanding of EN role, responsibilities and tasks

Differences to other health care professionals

 

 

Relatives

2–4

Interviews (6)

Understanding of EN role, responsibilities and tasks

Differences to other health care professionals

 

 

Other health care professionals from other health care services involved in HiH patient care

5

Interviews (2)

Understanding of EN role, responsibilities and tasks

Differences of EN to other health care professionals

 

 

PTHV

2

Interviews (2)

Understanding of EN role, responsibilities and tasks

Differences to other nurses with expanded roles/to ANP/to other health care professionals

 

 

Empowerment & encouragement of ENs

EN team leader

2

1

Interviews (3),

questionnaires (3)

Measures for the professional development of the EN

 

PTHV

2

Interviews (2)

Needed EN competencies

Measures to support role identification

 

 

GPs

All GPs

Questionnaires (3), interviews (1)

Support EN in performing/taking over delegated activities

 

 

ENs

10

Interviews (2), questionnaires (3)

Perceived encouragement/empowerment by GPs, EN team leader, other EN, PTHV

 

Empowerment & encouragement of patients/relatives

Patients

2–4

Interviews (6)

Description whether and how patients feel supported by the ENs in dealing with disease-related challenges in daily life

 

 

Relatives

2–4

Interviews (6)

Description whether and how relatives feel supported by the ENs in caring for their patient

 

 

ENs

10

Focus group (1), questionnaires (3)

Perceived contribution of ENs to patient self- and symptom management

 

Shared decision making

Patient

2–4

Interviews (6)

Description whether and how patients/relatives feel involved in the planning and delivery of individual care

 

 

Relatives

2–4

Interviews (6)

Description if and how patients/relatives feel involved in the planning and delivery of individual care

 

 

ENs

10

Questionnaires (3), interviews (2)

To what extent the ENs feel confident to involve patients/relatives in identify care needs and develop individual care plans

 

Empathy

Patients

All Patients

Outcome evaluation questionnaires

Perceived empathy

 
 

Cooperation and collaboration

ENs

10

Questionnaires (4), interviews (3), focus groups (2)

Expectations, experiences

Hindering and facilitating factors

 

GPs

All GPs

Questionnaires (3), interviews (2), focus groups (2)

Expectations and experiences regarding cooperation with ENs and EN team leader

 

Other health care professionals from other health care services involved in HiH patient care

5

Interviews (2)

Expectations and experiences

 

 

EN team leader

2

1

Interviews (3),

questionnaires (3)

Measures to support internal and external cooperation /collaboration

Barriers and facilitators

 

Accessibility

ENs

10

Questionnaires (3)

Assessment of accessibility of GPs

 

GPs

All GPs

Questionnaires (3)

Assessment of accessibility for ENs and accessibility of ENs

 

Patients

2–4

Interviews (6)

Accessibility of the ENs

 

 

Relatives

2–4

Interviews (6)

Accessibility of the ENs

 

 

Communication

ENs

10

Interviews (3), focus groups (2), questionnaires (3)

Communication experienced between ENs and GPs, ENs and EN Team leader, within the EN team as well as between ENs and patients/relatives

To what extent ENs feel confident in communicating with GPs regarding

-symptom management

-need for delegated services

To what extent ENs feel confident in communicating with patients/relatives regarding

-symptom management

-coping with daily life

-emotions (e.g. anger, grief)

 

Principal Investigator

1

Interviews (2)

Experienced internal and external communication

Barriers and facilitators

 

 

GPs

All GPs

Interviews (2), questionnaires (3), focus groups (2)

Communication experienced between ENs and GPs

To what extent GPs experience ENs in communication in terms of

-professional competence

-patient-centeredness

-interprofessional communication

-solution-oriented approaches

 

Patients

2–4

Interviews (6)

Experienced communication (incl. difficulties, contents of communication)

 

 

Relatives

2–4

Interviews (6)

Experienced communication

(incl. difficulties, contents of communication)

 

 

Other health care professionals from other health care services involved in HiH patient care

5

Interviews (2)

Experienced communication, ways of communication

 

 

Trust

ENs

10

Interviews (3), focus groups (3), questionnaires (3)

Indication for a trusting interprofessional relationship between ENs and GPs

 

GPs

All GPs

Interviews (2), focus groups (2), questionnaires (3)

Indication for a trusting interprofessional relationship between GPs and ENs

 

Patients

2–4

Interviews (6)

Indications for a trusting interpersonal relationship between ENs and patients

 

 

Relatives

2–4

Interviews (6)

Indications for a trusting interpersonal relationship between ENs and patients/ ENs and relatives

 

  1. EN Expert nurse, ENC Expert nursing centre, EN Team leader Team leader of the e xpert nurses, ePA Electronic patient documentation system, GP General practitioner, HiH HandinHand study, Quant. Quantitave, Qual. Qualitative