CALIFORNIA STATE UNIVERSITY, NORTHRIDGE CONSU!mR PERCEPTIONS AS A GUIDE TO HOME HEALTH PLANNING A thesis submitted in partial satisfaction of the requirements for the degree of Master of Public Health by Charlotte Lee Laubach August, 1981 The Thesis of Charlotte Lee Laubach is approved: California State University, Northridge ii ACKNOWLEDGEMENTS There are so many people who deserve recognition for their contributions to this project. First, I wish to express my gratitude and appreciation to the directors and staff at National In-Home Health Services who provided the setting for, generously supported, and enthusiastically participated in this study. Words cannot express my deep appreciation to Ruth Geagea, Associate Director of Nursing Services and Director of Educational Activities, and also a member of my thesis committee. Her personal interest, support and guidance were invaluable to me. I acknowledge my indebtedness to other members of my committee, to Dr. Michael Kline for his constructive criticism and enthusiasm, and to my chairman, Dr. Goteti Krishnamurty for his patience, encouragement and counsel. I also wish to express my thanks to Dr. Roberta Madison for her assistance with analysis of the data. To Phyllis Mitchell, whose contributions reach far beyond her typing skills, I express thanks also. Last, and by no means least, I wish to express my sincerest appreciation to my friends and family whose interest, encouragement and assistance sustained me iii throughout this project. Very special thanks go to my husband, Peter, and my four sons for their love and understanding during my years in school. iv ;.: ' TABLE OF CONTENTS PRELIMINARIES PAGE APPROVAL • ii ACKNOWLEDGEMENTS • • iii LIST OF TABLES viii ABSTRACT • • • • X CHAPTER I. I I. INTRODUCTION • • 1 Statement of the Problem • 2 Statement of the Purpose 4 Objectives of the Study 4 Definitions 5 Limitations of the Study 6 LITERATURE REVIEW 7 Development of Consumer Role 7 Consumer Role in Health Services Planning • • • . . . . • . • . 9 Home Health Care Services - Structure and Utilization . • • . . 11 Utilization 14 Perceptual Functioning . 15 Attitudinal Research . 17 Behavior of Older Adult v . 17 CHAPTER PAGE Similar Studies . III. • 18 METHODOLOGY • 20 Target Population . • • 20 Selection of Survey Instrument • . 21 Selection of Study Sample . . . • • 22 Construction of the Survey Instrument . . 23 Pre-Test and Revisions 25 Implementation of the Survey . 25 Collection and Organization of the Data Follow-up of Non-Respondents Organization of Data ~/ /' ' . . . . • • 27 . Description of the Study Sample . IV. V. 26 RESULTS OF THE STUDY • • 30 • • 35 Part I. Part II. Consumer Needs Responses . . . 45 Part III. Rating of Consumer Responses by Management Advisory Committee . . . • • . . . . . 57 SU}~RY, Quality of Care Responses 29 . . 35 CONCLUSIONS, AND RECOMMENDATIONS . . 61 Summary . • 61 Limitations and Weaknesses of the Study 67 • • 68 Conclusions . 69 Recommendations BIBLIOGRAPHY • • • 72 vi '.··.i.,.. PAGE APPENDIXES . • • 78 A. Questionnaire 79 B. Cover Letter . . 80 C. Management Advisory Committee Instrument 83 vii LIST OF TABLES TABLE PAGE lo Response to Mailed Questionnaire 2o Telephone Follow-up: Reasons for NonResponse to Questionnaire o o o o o o o o o 28 3o Identification of Respondent to Questionnaire o o o o o o o o 0 0 0 0 0 27 30 4o Comparison of the Characteristics of Patients in Sample by Office and Totals o o 32 5o Patient Characteristics of Sample and National Study (1978) o o o o o o o o o 34 6. Consumer Perceptions of Patient Teaching o o 37 7o Respondent by Interest in Additional Information o o o o o o o o o o o o . o o o 39 8o Consumer Perceptions of Delivery of Services 9 Consumer Perceptions of Quality of Professional Staff o o o o 0 0 41 0 43 lOo Health Education Needs llo Relationship of Survey Respondents to Health Education Needs o o o o o o • o 48 l2o Supportive Service Needs 13o Relationship of Living Arrangement with Supportive Service Needs o o o o o o o o o 51 14o Relationship of Age by Sex by Supportive Service Needs o o o . o o o o o o o 53 15o Needed Psychological Counseling by Living Arrangement o o o 46 0 viii 0 0 0 50 o . o o o 54 TABLE 16. 17. 18. 19. PAGE Interest in Attending Group Support Meetings . . . . . . . . . . . . . 55 Identification of Respondent Interested in Group Meetings • • . . . . . . . . 56 Management Advisory Committee Rating of Consumer Responses to Selected Variables • 58 Mean Rating Scores of Variable Categories by Management Advisory Committee • . . . . 60 ix ABSTRACT CONSUMER PERCEPTIONS AS A GUIDE TO HOME HEALTH PLANNING by Charlotte Lee Laubach Master of Public Health August 1981 This exploratory study was conducted to collect and analyze consumer subjective responses toward home health services, for the purpose of providing added perspective to agency performance evaluation, and to identify needs which might suggest modification in planning and delivery of agency services. An interdisciplinary literature review was carried out in the fields of Gerontology, Sociology, Psychology, Health Services, Consumer Science and Attitudinal Research. Using the literature as a background and work- ing closely with home health agency staff members a survey questionnaire instrument was constructed. X The instrument contained 19 items with Likert-type scale format being used where attitudinal responses were desired. Following pre-testing and revision the instrument was administered to 400 randomly selected horne health care consumers who had received service from the agency during the previous eight months. One hundred and forty-three usable ques- tionnaires were obtained for the study. Questionnaire response data was coded and mean frequencies, statistics and cross-tabulations were obtained using the Statistical Package for the Social Sciences. Data was tabulated and analyzed. A second instrument was constructed to collect ratings of consumer response data by the Management Advisory Committee. The committee independently rated those responses from the first questionnaire which pertained to quality of care (teaching, delivery of services and quality of the professional staff) and consumer needs (consumer awareness or Health Education needs and support services needs). Mean rating scores were tabulated and analyzed. The Advisory Committee indicated that they were most satisfied with consumer perceptions of quality of care, less satisfied with the unrnet needs expressed by consumers, and least satisfied with the lack of consumer awareness of the potential of horne health care services. xi Conclusions of the study were consistent with beliefs held by agency staff personnel prior to the study. Most of the consumers felt that they were receiving comprehensive and quality care. Many were unaware or misin- formed about potential services available from a home health agency. A number of home health consumers, espe- cially elderly persons living alone, felt the need for more supportive services than they were able to obtain. Recommendations related to the needs of the home health care consumer, and to the collection of consumer perceptions. xii CHAPTER I INTRODUCTION "Good Health care is a basic human right!" (58:528). Good health care by recent definition, includes the right of the consumer to be "heard" and to be "informed" in planning and delivering that health care (1:24) (2). This right has been encouraged and protected by government regulations (U.S. Congress PL 93641) (OAA). Planning and responding to consumer needs are considered essential characteristics of good health services (16:13) (19:14). Home-health care is a new and rapidly developing industry due to the increase of the elderly in our population, the extension of average life-expectancy and rising costs of institutional care (9:14). Growth has been spurred by the financial support from government through Medicare and Medi-Cal (California's Medicaid). This growth of home health services accompanied by increased emphasis on consumer involvement has created a need for reliable and unbiased methods of eliciting consumer responses. In 1976 a National Public Health Task Force on Research and Evaluation suggested in a policy statement that "research and evaluation activities be designed to 1 2 assess variables such as . • . , consumer satisfaction, (54:2). A national professional Horne Health Associ- ation advocates that "planning strategies should be responsive to gaps in service programs and unrnet needs as they are identified" (9:4). Health Services provided away from the agency setting present a challenge to adrninistrators in evaluating the quality of care. In an atmosphere that lends itself to the exploitation of the homebound and their rights, monitoring and maintaining professional standards of care is extremely critical (16:13). Bloom suggests that social research be carried out which concerns "the sensitivity to and responsibility for the well being of the participant" (6:292). An Administration on Aging goal suggests that we learn about the characteristics, attitudes and behaviors of older persons, which will require consideration in relation to existing and future policies and program designs (40:v). Effective methods for collecting and analyzing consumer input from a predominantly ill, elderly and hornebound population have not yet been established. Statement of the Problem The rationale for consumer involvement is that it is An opportunity for the patient to retrieve the bargaining power dissipated through third party payment mechanisms, but also to insure that the 3 services and care provided to him will be of high quality, at a reasonable cost, and relevant and responsive to the needs of those for whom they are intended. Community participation in health services also serves to raise the consciousness of the people regarding the definition of good health care and how to get it (17:52). With government support through financial reimbursements Medicare and Medi-Cal (Medicaid) , also come government regulations. Health planners must now include a social perspective to professional and organizational planning strategies. A national professional Home Health Association policy directs that Community home care systems should be based on continuous planning. . Planning strategies should be responsive to gaps in service programs and unmet needs as they are identified (11:4). During this author's internship with a community based home health agency, it was revealed that the Subcommittee on Agency Evaluation had recommended that an agency-wide survey of consumers (patients and/or families) be conducted. Data from the survey would be used by the agency as a basis for program evaluation and also as a resource for program modification and planning. Discus- sions with staff members at all levels revealed a high interest in obtaining and assessing consumer perceptions toward the services they had received. In the past, while helping elderly friends who were receiving Horne Health services (from a different Home Health Agency), the author 4 had observed the need for home health care services to be more responsive and relevant to the consumer. Statement of the Purpose The purpose of this study was to collect consumer subjective responses, regarding their perceptions of home health care services received from a community-based Home Health Care Agency. These responses were to be analyzed and used as one perspective for agency evaluation of their services and also as a basis for program modification and planning. The substantive hypothesis is: (a) The following specific questions will be answered by the data: (1) Do home health consumers feel that they are receiving comprehensive and quality services? (2) I'Vhich specific needs of the home health consumer are not being met? Objectives of the Study There were two main objectives of this study. The first was to collect and analyze consumer perceptions of home health care services. The second objective was to identify needs perceived by home health care consumers. 5 Definitions: Home Health Agency: A Home Health Agency is one which basically provides multidisciplinary health care on a family-centered basis to the sick, disabled, and injured in their place of residence. It provides the interweaving of skills of a variety of health workers who participate in planning and implementing community health programs. It may also provide programs in addition to care of the sick ( 50 : 18) . Service: A service refers to the discipline utilized to give care to the family or patient: nursing, nutrition, occupational therapy, physical therapy, physician services, social work, speech pathology services, and homemaker home health aide services. It also includes support elements such as medical supplies and equipment, transportation, laboratory services (50:18). Consumer: The patient, and or family or household members who are involved in his care, who have received services provided by a Home Health Agency. Perceptions: The process of evaluating the information gathered by the senses and "giving it meaning" (3:57). Consumerism: The response of people and organizations to consumer problems and dissatisfactions. 6 Chronic disease: (from the Commission on Chronic Illness) All impairments or deviations from normal which have one or more of the following characteristics: are permanent; leave residual disability; are caused by non-reversible pathological alterations; require special training of the patient for rehabilitation; may be expected to require a long period of supervision, observation or care (45:1). Limitations of the Study The study population was limited to patients and/or families who had received services from the agency within the past eight months. If the patient had died within the past six weeks the family was excluded from the study. Poor general health status and/or advanced old age with its frequently accompanying memory and endurance restrictions may have an impact on the quality and quantity of responses as well as overall return rate of the questionnaire. This was a one-time study for which the agency provided financial support with budget restrictions. Agency limitations on the gathering of sensitive information, such as income and education, precluded the use of such information in this study. CHAPTER II LITERATURE REVIEW A search of the literature was conducted to assist the researcher in the collection and analysis of home health consumer attitudes. This search called for a multi-disciplinary approach involving the fields of Gerontology, Sociology, Psychology, Health Services, Consumer Science, and Attitudinal Research. Five areas of focus relevant to the study were l. The health care consumer role--its development and significance in health care planning. 2. The structure and utilization of home health care services. 3. Perceptual functioning--including age related factors. 4. Attitudinal research--including age related factors. 5. Health behavior--including age related factors. Development of Consumer Role Consumerism became a dominant political movement in the sixties. A great deal has been written about its development and significance, but only in the last decade has the health care consumer received much literary attention. Aaker describes the growth of the consumer 7 8 concept and refers to John F. Kennedy•s message, when he charged the Congress to 11 meet its responsibility to con- sumers in the exercise of their rights. The right to safety, right to be informed, right to choose and the right to be heard ... Appointment of the first Consumer Advisory Council followed. This Council identified ten fields of importance to consumers; the tenth and last on the list was medical care (1:25). Novello also reviews the historical background of consumerism, and the subsequent legislation which has expanded the role of the consumer in the health care process. Significant consumer legislation discussed included the Hill-Burton Act of 1946, PL 89-749 in 1966, Amendment to Section 314 of the Public Health Service Act and in 1974 PL 93-641, the National Health Planning and Resources Development Act. She identifies four major characteristics of the consumer•s role which she feels are needed to improve the health system. One of these is .. participation in direct health ser- vices ... She suggests that the 11 most accepted role of the consumer is in planning .. (32:3). The consumer•s role in direct health services is supported by the Patient•s Bill of Rights (American Hospital Association, 1972) and through the use of ombudsmen or patient representatives. Although the Patient•s Bill of Rights has been modified to cover the home health 9 consumer, the use of ombudsmen in a broad based community setting would be costly and time consuming. At the pres- ent time patients must report dissatisfaction with services by talking directly to the provider, the home health agency, or if they wish anonymity by calling the County Health Services. Consumer Role in Health Services Planning Most reports in the literature substantiate the belief that the use of consumer input is an important element in evaluating program effectiveness and planning that is responsive and relevant. Schmidt reports that patient needs have often been evaluated by health status reports or in the case of the elderly and infirm by those caring for them, or medical personnel. Often these reported needs have been found to be quite different or of a different intensity than those perceived by the patient himself (39:544). Hochbaum feels that "If people are involved in planning it gives them some feeling of control--a visible symbol of their 'equal human rights'" (15:267-269). Sociological literature views the consumer rule as one of little power and urges the consumer to take a more active role. "Consumer awareness of their role in affecting the output of the health system must be extended to include awareness of their input contribution and 10 primarily the need for consumer effectiveness on the entire internal social organization of health" (26:23,24). The sociologists suggest that social science should be the discipline to evaluate consumer participation as a means to improve health services. Social scientists . . come closest to meeting the professional and technical requirements for reliable and objective investigations both of the concept of consumer participation in the planning of health services and of the various operational systems based upon it. . Such scientific investigations . . . are desperately and urgently needed (15:267). The implementation of consumer participation in the planning process is still in the exploratory and developmental stage. In a review of health consumerism is- sues, Feingold presents a ladder representing different levels of consumer participation. The lowest degree is referred to as "informing" where there is information presented to consumers but no allowance is made for feedback or discussion. The second level he calls "consultation" where the citizen's perceptions are elicited. He suggests that it is a step in the right direction but that there is no assurance that the information will be used (38: 157,158). A report on a workshop for health professionals to discuss the new consumer role, reported skepticism about learning "how to hear from those who need to be heard" (56:86). Professional planners felt that consumer 11 interest is only shown when the patient is ill (56:87). One participant suggested "Consumers could evaluate the care they receive by a means of a questionnaire asking what they thought of treatment received" (56: 87, 88). Home Health Care Services Structure and Utilization A rapid growth in home health agencies followed the advent of Medicare and Medi-Cal (Medicaid). In 1980 there were approximately 2,500 home health agencies in the United States (42:23). Home health agencies are public or private agencies that provide a coordinated multidisciplinary range of health care services to the homebound patient who needs skilled health care, on a parttime, intermittent basis. Most of the time these services are paid for by hospital and medical insurance plans developed by Medicare (51). In recent years private in- surance companies have begun to recognize the cost benefits of covering health services in the home, instead of in institutions, and an ever-increasing number are willingly providing reimbursement for in-home services. A very small percent of services are paid for by private individuals. "Your Medicare Handbook" printed in 1975, lists services which are covered by Medicare and defines 12 eligibility requirements for hospital and medical insurance coverage (51:35-37). Home Health Services Covered by Medicare Medicare can pay for: 1. 2. 3. Part-time skilled nursing care Physical therapy Speech therapy If you need part-time skilled nursing care, physical therapy, or speech therapy, Medicare can also pay for: - Occupational therapy - Part-time services of home health aides - J1.1edical social services - Medical supplies and equipment provided by the agency Home Health Services Not Covered by Medicare Medicare cannot pay for these items. 1. 2. 3. 4. Full-time nursing care at home Drugs and biologicals Meals delivered to your home Homemaker services When Hospital Insurance Pays for Home Health Care Medicare's hospital insurance (Plan A) can pay for home health visits if six conditions are met. All six conditions must be met. These conditions are: (1) you were in a qualifying hospital for at least 3 days in a row, (2) the home health care is for further treatment of a condition which was treated in a hospital or skilled nursing facility, (3) the care you need includes part-time skilled nursing care, physical therapy, or speech therapy, (4) you are confined to your home, (5) a doctor determines you need home health care and sets up a home health plan for you within 14 days after your discharge from a hospital or participating skilled nursing facility, and (6) the home 13 health agency providing services is participating in Medicare. Under these conditions, hospital insurance can pay the full cost of up to 100 horne health visits after the start of one benefit period and before the start of another. Payment for these visits can be made for up to a year following your most recent discharge from a hospital or participating skilled nursing facility. You may be charged only for any non-covered services you receive. The horne health agency will submit the claim for payment. You don't have to send in any bills yourself. When Medical Insurance Pays for Horne Health Care Medicare's medical insurance (Plan B) can help pay for up to 100 horne health visits in a calendar year. You do not have to have a 3-day stay in the hospital for medical insurance to pay for horne health care. But medical insurance can pay for the visits only if four conditions are met. All four conditions must be met. These conditions are: (1) you need part-time skilled nursing care or physical or speech therapy, (2) a doctor determines you need the services and sets up a plan for horne health care, (3) you are confined to your horne, and (4) the horne health agency providing services is participating in Medicare. Medical insurance can also pay for horne health visits if this care is still needed after you have used up the 100 visits covered under hospital insurance. After you meet the $60 yearly deductible, medical insurance pays the full costs for covered horne health services in each calendar year. You may be charged only for any noncovered services you receive. The horne health agency always submits the medical insurance claim for horne health care. You don't have to send in any bills yourself. 14 A revised, updated, edition of this book is soon to be released. Although home health agencies participating in Medicare receive a very high percentage of their reimbursement for covered services from Medicare insurance plans they still receive less than one percent of the Medicare dollar. Utilization 30 to 40% of patients in nursing homes could be safely and effectively treated in the home . . 10% of patients in acute hospitals could be managed at home is Dr. Schrifter's interpretation of reports submitted by the United States General Accounting Office (42:26). Two doctors claim restrictive eligibility criteria, over-regulation and inadequate reimbursement from government sources are some of the reasons that such a small portion of the Medicare budget is spent for services; services which they claim can improve the patients' quality of life and reduce the costs of institutionalization dramatically (31:37-41) (42:23-28). The fact that many physicians are unaware of potential services available from home health agencies reduces their utilization rate. A study of 600 physicians in New York State re- vealed that one fourth were unaware of home health services (42:24). 15 Physicians' concerns over loss of control and malpractice liability, restrict the prescribing of home services (42:26), even though the patient is more happy and comfortable at home and would prefer to be there. Perceptual Functioning The senses provide the means for assembling and classifying information but they do not evaluate it. The process of evaluating the information gathered by the senses and giving it meaning is called perception (3:57). McKinley writes that the process of perception or of "evaluating the information" is influenced by both external (social, cultural, economic) and internal (psychological) factors (29:285). Botwinick agrees with McKinley and also claims that the processes of perception and the processes of sensation cannot be separated (7:156-157). For the older person, the ability to interpret what is going on around him is affected by changes in perceptual processing and sensory processing attributable to physiological aging (28:9). These changes in older persons reduce the rate at which incoming information is integrated. This is re- £erred to, in the literature, as "perceptual slowing" (28:9). Atchley discusses similar findings in regard to "perceptual slowing" but feels that they do not seriously affect the behavior of the individual until after the age of seventy. Botwinick also reports on disparate views 16 presented in the literature, regarding the importance of "slowing" to cognitive and perceptual abilities. He con- cludes, by proclaiming, that slowing with age is experienced by everyone, appears to be independent of culture and health status and is related to vital functions (7:203). Factors which may reduce "slowing" include exercise habits, opportunities for learning, motivational activities and individual differences (7:203). No clear- cut pattern for perceptual functioning with age was found in the literature. Individual differences alone, are of such a wide range that many old people respond more quickly than many young adults (7:205). Since sensory functioning is reported to be inseparable from perceptual functioning, the literature was examined on physiological aging of sensory organs. Age associated changes in peripheral sensory apparatus are reported to alter the quality and quantity of information received from the environment (28:9). These sen- sory losses associated with aging are well documented in the literature ( 6) ( 3) (53) . Impairments in vision and hearing are agreed to have the most impact on perception, with losses in taste and touch also having a significant effect. Other 17 physical and psychological factors involving perception described are emotionality, mentation and intelligence (6:292). Attitudinal Research No attempt will be made to report on the literature examined on behavioral research. Discussion of some advantages and disadvantages of survey research methods will be discussed under methodology and data analysis. Behavior of Older Adult An understanding of age and its relationship to behavior, prior to comparing age related behaviors with selected variables was needed. That age related behavior patterns are extremely varied was shown. Older people show more variability of lifestyles and personalities than any other (3:53). Schutz, also reports that there is a wide range of behavior in the elderly, and his studies examine the behavior of older adults in relation to lifestyle (40:152-159). Botwinick completed an extensive review of the literature on aging and behavior. Some of his findings were (1) the elderly show reluctance to be involved in decision-making and may exhibit a pattern of avoidance or non-commitment; that is, they are more inclined to give 18 "no opinion" or "don't know" responses. ( 2) There are disparate study results regarding the relationship between levels of "opinionation" and education (7:138-139). A study by Gergen and Back indicated that the elderly with a high school education were more likely to exhibit low "opinionation." A previous study done by Botwinick him- self showed that "opinionation" was higher among those with a h·igh school education. He suggests that "the role of education in the cautiousness of later life requires further investigation" (7:140). Similar Studies Very few actual studies have been done to examine consumer behavior of the elderly with regard to health care. Schutz, Baird and Hawkes report on a study done in 1979, examining the relationship of lifestyle and adult consumer behavior. behavior. Only one chapter deals with health Unfortunately, only 9 people in this study had received home health services. Some conclusions reported were that elderly people are generally satisfied with health care services and express favorable attitudes toward the leadership, professional competency and personal qualities of health professionals. They have found greater concern for economic, time-related, convenience, and psycho-sociological factors than for quality of care or where to go for health care (40:113). 19 Those least satisfied with health care services were women, blacks and Medicaid recipients (40:113). Actually there was not a high relationship between age and consumer health behavior except in evaluating the competence of doctors, where men over 65 gave them a positive ra-ting that was significant at the .05 level (40:113). Those in poor health and needing a support system of friends find the medical care system least responsive to their needs (40:124). Bloom discusses problems associated with interviewing the elderly. Although directed to those doing personal interviewing the physical limitations described are common to respondents of mailed questionnaires. Physical disabilities which may affect the qual- ity of data and/or response rate include impaired vision and/or hearing, physical stamina, language function, emotionality and intellectual capacities (6:292-299). CHAPTER III METHODOLOGY A research study was conducted to collect and analyze consumer perceptions toward health care services received from a selected home health care agency. Re- sponses would be used by the agency to assist in evaluating their services and to identify consumer needs which are not being met. Procedures discussed in this chapter will include, description of the target population, selection of the survey instrument, selection of the sample, construction and approval of the survey instrument, pretesting and revision of the instrument, implementation of the survey, collection and organization of the data and analysis of the data. Also discussed will be the use of a second instrument to obtain ratings by the Management Advisory Committee of selected data from the first instrument. These ratings will be analyzed and discussed. Target Population The target population consisted of consumers (patients and/or families) who had received services from National In-Home Health Services, a community-based home health agency. These consumers resided in widely 20 21 dispersed geographic locations covering a large portion of Los Angeles County, including Santa Clarita Valley, Glendale, San Fernando Valley and the west side of Los Angeles, the service areas covered by either the Los Angeles or San Fernando Valley branches of the agency. Residential settings ranged from the densely populated inner city to isolated rural ones. alone or with an elderly spouse. A large portion lived Most of the patients were over age 65, were predominantly female and had a high incidence of one or more chronic diseases. Selection of Survey Instrument A mailed questionnaire was selected to collect consumer responses for the following reasons. 1. Its capability of reaching a larger number of people living in widely dispersed geographic locations, with less cost of money and human resources (43:238-245). 2. Higher quality data can be expected when anonymity and confidentiality are assured (43:238-245). 3. Written responses allow the elderly respondent time to deliberate, time to consult with family members and thereby presenting a more reliable, better overall response (43:240). 4. Self-responding completion, allows self-pacing, that can be done in small increments or delayed temporarily if patient's health status is lower than normal. 22 This method also reduces fatigue and avoids emotionality (39:545). The use of a mailed questionnaire was approved by the agency and financial support (a budget of $400) was allocated. Selection of Study Sample The budget provided resources which permitted 400 questionnaires to be used in the study. Costs included printing and mailing of a four-page questionnaire and cover letter accompanied by a stamped return envelope. Four hundred patients were selected randomly from the target population. Starting with the current patient roster and working back in time, patients were selected by rolling dice. If the numbers presented, summed to an equal number, the patient was chosen for the study, if odd, they were rejected. The sample included patients who had re- ceived home health services between April 1980 and September 1979. This selection included 120 patients from the Los Angeles office and 280 from the Valley office. The numbers selected from each office correspond to the ratio of patients serviced by that office in relationship to total agency clients--approximately 1-3. 23 Construction of the Survey Instrument The purpose of the study, as stated in the previous chapte4was to collect consumer subjective responses regarding their perceptions to home health care services. 1. Two questions were to be answered by the data: Do home health consumers feel that they are receiving comprehensive and quality services? 2. Which specific needs of the home health consumer are not being met? Agency policies and objectives were reviewed to identify content areas to be examined in program evaluation, which would suggest "comprehensive and quality services." Personal interviews were conducted, by the researcher, with the Management Advisory Committee, to better understand various dimensions of the content areas to be examined and identify other subject areas, that they deemed useful in the study. Based on the objectives of the study, the policies, purposes and objectives of the agency and discussions with management advisory staff personnel, three main content areas were established to examine data for "comprehensive and quality services" or to answer the first question. 1. Teaching 2. Delivery of Services 24 I I ~ I 3. Quality of Professional Staff The identification of needs which are related to agency services was also considered important to quality of care evaluation. The second question was approached by seeking to identify all needs, both perceived and unperceived, of the horne health consumer. Questions which would elicit the data desired were formulated and organized into a 19 item questionnaire format. This process was guided by reviewing attitudinal research literature by Kerlinger, Parten, Isaac and Miller (23) (34) (20) (30). Feedback from agency staff suggested additional considerations. Identification information, not available from patients' records, was requested. Questions asking for sensitive information such as educational level or income were not included. Most of the questionnaire items asked for a fixedalternative response. These included dichotomous choice questions (yes or no) or selection of "appropriate response" questions. Likert-type summated rating scales were used when attitudinal (perceptual) information was sought. Some open-ended questions were included to probe for additional information. 25 The questionnaire was then submitted to the Management Advisory Committee for review and comment. Their input added validity to the individual questions. Modifications were performed. Two research methodology specialists were asked to review and comment on the questionnaire and appropriate revisions were made. Two elderly women, who had received home health services in the past, were also asked to review and comment. No re- visions were indicated as a result of this step. As a final step, the full agency staff was asked to review and comment. Agency approval was granted. A cover letter to accompany the questionnaire was written and approved. Its purpose was to explain the purpose of the questionnaire and to encourage consumer response. (Appendixes 1 and 2.) Pre-Test and Revisions The survey instrument (questionnaire) was pretested on 50 members of the sample population who had received services from the Valley office. Two very minor revisions were made in the instrument as a result of the pre-test but no other problems were identified. Implementation of the Survey Questionnaires were printed in two colors to identify which office had provided services. Yellow 26 questionnaires were sent to 120 patients who had received services from the Los Angeles office and the remaining 230 sample members, who had received services from the Valley office, received white one. (A code number, representing the patient's record number, was placed above the return address of the return envelope, so that data from the patient's record could be obtained to facilitate analysis of selected responses.) Collection and Organization of the Data The rate of response from the 400 questionnaires is presented in Table 1. Overall response rate was 35.8 percent which netted 143 usable questionnaires for the study. Individual office rates ranged closely with 36 percent from the Valley consumers and 34 percent from Los Angeles consumers. Nine of the undeliverable question- naires that were returned had been sent to families where the patient had died. The remaining ten had post office notices attached, stating that there was no forwarding address. Two questionnaires returned without data indi- cated that the patient had died, and the other stated that patient had been readmitted to the hospital. Ten post office notices informed the researcher that the questionnaire had been forwarded to a new address. 27 Table 1 Response to Mailed Questionnaire Valley Los Angeles Total 280 120 400 116 11 3 49 8 0 165 19 3 Number of questionnaires in study 120 41 Percentages of responses to questionnaires in sample study 36 34 Number of questionnaires mailed Number of questionnaires returned not deliverable without data - - 143 35.8 Follow-up of Non-Respondents The researcher had planned to make ten follow-up contacts with non-respondents, to complete questionnaires and to look for non-respondent biases. After 22 follow-up telephone contacts, only three had been reached who were able to complete a questionnaire. When offered the al- ternative of completing one by telephone or having a horne interview, all three chose to respond by telephone. The responses from these surveys closely resembled the mean percentage ratings of the consumers who had returned questionnaires. No response bias was identified. Data from these questionnaires was not included in the study. 28 Based on the follow-up telephone calls, the reasons for non-response were attributed to a variety of factors, with death of the patient representing more than onequarter of them. More than one-quarter of them were unable due to health status. Table 2 Telephone Follow-up: Reasons for Non-Response to Questionnaire Number NonResponses Reasons for Non-Response % NonResponses l. Consumer stated questionnaire not received (questionaire completed by telephone) 3 13.6 2. Expiration of Patient 6 27.2 3. Physical weakness--mental confusion 3 13.6 4. Patient now in Nursing Home 3 13.6 5. Readmitted to Hospital l 4.6 6. Language Barrier (Hispanic household) l 4.6 7. Very short duration of services (2-3 visits) 2 9.1 8. Unable to locate patient by telephone 2 9.1 9. Stated that questionnaire had been. returned l 4.6 TOTAL 22 100% 29 Following follow-up contacts it was observed that of the questionnaires mailed, 10 were undeliverable due to no forwarding address. new address. Ten had to be forwarded to a Seventeen were not returned or were returned unopened or without data in cases where the patient had died. Eight were not returned or were returned without data in cases where patient's health status was reduced (confusion, weakness, institutionalization). These num- bers represent 45 recipients or more than 11 percent of the sample population suggesting that morbidity, mortality and fluctuating places of residence may have had considerable impact on the questionnaire response rate. Organization of Data Responses from the questionnaires were examined for reliability, appropriateness and inconsistency. The data was then coded, cards were punched and using the Statistical Package for the Social Sciences frequencies, statistics and cross-tabulations were computed. Results were tabulated to prepare for analysis. A second instrument was developed to assess the Management Advisory Committee's ratings of consumer responses, to achieve a broader-based, more objective assessment of the data. 30 Description of the Study Sample Respondents. For purposes of this study the consumer is defined as the person or persons who responded to the questionnaire. Table 3 shows that more than half of the questionnaires were completed by the patient, 36 percent by a family member, and a little over 12 percent by patient and family together. Less than 2 percent of respondents were unknown. Table 3 Identification of Respondent to Questionnaire Number of Responses Respondent Percent of Responses Patient 70 50.4 Family 50 36.0 17 12.2 6 1.4 Patient & Family Unknown TOTAL 143 100% While data from the questionnaire was supplied by respondents, it is important for the reader to recognize that patient characteristics data (age, sex, living arrangement, primary and secondary diagnosis) was obtained 31 from the patient's record and describes the patient who directly received the horne health services. Patient Characteristics. A comparison of the Valley patient characteristics, with those of Los Angeles patients, reveals minor differences (Table 4). The Los Angeles sample included about 6 percent more females and a little more than 6 percent more patients in the over-60 age group, than the Valley sample. There was only a small difference in numbers living alone (less than 3 percent). The biggest difference was in the number living with an older person or a younger person. Los Angeles patients were 13 percent more likely to live with an older person while Valley patients were about 13 percent more likely to be living with a younger person. Los Angeles patients had a higher incidence of heart and circulatory problems (6%), CVA (3%) but were 6 percent less likely to have musculo-skeletal problems and 4 percent less likely to have diabetes. Discussion. The higher percentage of over 60- year-olds in the Los Angeles area may be a result of population distribution, as a higher concentration of elderly people are reported to live in the Los Angeles office area. Studies show that in an elderly population there is usually a higher percentage of women and a higher 32 Table 4 Comparison of the Characteristics of Patients in Sample by Office and Totals Patient Characteristics Valley Office N = 102 % N Sex: Male Female Unknown 36 65 1 36 64 Age: Under 40 40-59 60-80 Over 80 Unknown 3 10 57 31 1 3 10 56 31 Total over 60 LA Office N = 41 N % 12 28 1 30 69 3 26 12 7 63 29 86.27 Combined Offices N = 143 % N 48 93 1 34 66 3 13 83 43 1 2 9 58.5 30 92 88.11 Living Arrangement: Alone With older person (over 60) With younger person Deceased Unknown 27 33 27.3 33.3 10 19 25 47.5 37 52 26 37 23 16 3 23.2 16.2 4 7 1 10 18.8 27 23 19 16 23 19 4 8 9 22.5 18.6 3.9 7.8 8.8 12 7 1 3 5 29 17 2 7 12 35 26 5 11 14 25 18 4 8 10 10 6 21 2 9.8 5.9 20.6 2.0 3 1 6 3 7 2 15 7 13 7 27 5 9 5 19 3.5 Primary Diagnosis: Heart & Circulatory Cancer Urinary incant. Respiratory Insuf. CVA Decubitus Post-op Wound Diabetes Musculo-skeletal Other 33 incidence of heart and circulatory problems. Considering age of population distribution, it appears that there is a great deal of similarity in the two sample groups, suggesting that sampling error is low. For the remainder of the study, the study sample will be examined as one unit; the total number of patients from both offices, unless stated otherwise. Overall study sample characteristics show strong similarities with those of patients in a national study in 1978 which involved 11,182 patients from 19 agencies across the nation (25:3-7). Table 5 shows identical percentages of male and female distribution. Although slightly different age intervals are reported, both groups still had between 50 and 60 percent in the ~0 to 80 year age range. percent more of the study sample (32%) in the national study (29%). Only 3 lived alone than 34 Table 5 Patient Characteristics of Sample and National Study (1978) Patient Characteristics Sex: Age: Percent of Sample Percent of National Study (1978) Male 34 34 Female 66 • 66 60-80 years 59 50 63-81 years 32 29 Heart and Circulatory 25 27 Neoplasms 18 13 Musculo-skeletal 19 8 Living Alone: Primary Diagnosis: CHAPTER IV RESULTS OF THE STUDY This chapter presents and discusses data obtained from the survey questionnaire pertaining to specific questions stated in the purpose of the study. Analysis and discussion of the Management Advisory Committee's ratings is also included. Part I will look at the data for answers to the first question. Do home health consumers feel that they are receiving comprehensive and quality services? Part II will examine perceived needs and unperceived needs, for an answer to the second question. Are the needs of the home health consumer being met? Part III will present and discuss the Management Advisory Committee's rating of th~ data examined in Part I and Part II. Part I. Quality of Care Responses Items associated with quality of care were structured under three main components; teaching, delivery of services, and quality of professional staff. associated with these components were 35 Variables 36 Teaching Self-help encouraged Technique Effectiveness Additional Information Desired Delivery of Services Reliability Coordination Time of Delivery Quality of Professional Staff Nurse Home Health Aide Physical Therapist Occupational Therapist Speech Therapist Medical Social Worker The following tables list these variables, number of responses, frequency percentage responses and mean rating of the sample responses by Management Advisory Committee. Table 6 shows that 91 percent agreed that the patients were encouraged to help themselves as much as they were able, that 4.5 percent were undecided and that 1.5 percent disagreed. High quality of teaching techniques was agreed on by 92 percent of the respondents. were undecided or disagreed. Less than 3 percent A much higher percentage Table 6 Consumer Perceptions of Patient Teaching Questionnaire Item # Teaching Variables #6 #7 #8 Self help encouraged Technique Effectiveness #9 Additional Information Diet Treatment Equipment Drugs Number Respondents 133 137 123 Mean Percentage Percentage Percentage Percentage Not Rating Agree Undecided Disagree Applicable Score* 91 92.0 82.1 4.5 2.2 10.6 1.5 2.9 2.4 3.1 2.9 4.9 1.1 1.1 1.4 Percent of Sample 11 16 1 15 Yes Yes Yes Yes 7.7 11.2 .7 10.5 2.2 2.3 1.5 2.0 *Ratings done by Management Advisory Committee are rated on a scale of 1-5. v. ..... 38 (10.6) were undecided about teaching effectiveness although the percentage who disagreed was slightly less than for teaching techniques. rate (10~14 A lower consumer response less) was also noted. Discussion. Wording of the question (Item 8) may have suggested that professional staff would outline the "course of an illness"--a procedure unlikely to be carried out due to the unpredictable nature of many illnesses. It is unclear how respondents rated the first three teaching variables when the health status of the patient restricted teaching efforts. Did they rate how family mem- bers were taught, or did they just not respond? Two written responses stated "patient was unable" and "patient too sick." A "not applicable" alternative would have been helpful in interpretation of responses to Item 8. Additional information was desired by a number of respondents. Eleven were interested in diet information, 16 in treatment, and 15 in drug information. needed information about equipment. One person Cross tabulations were made between "respondents" and "information desired" to examine who desired what information. Although num- bers were too small to generalize findings to the sample population, some interesting differences were noted (Table 7). Twice as many "patient" respondents (55%) wanted additional information on diet and treatment than Table 7 Respondent by Interest in Additional Information Additional Information Desired Respondent Diet Respondent N % Treatment % N % N Equipment % N Drugs % N Patient 70 49 6 55 8 50 1 100 3 20 Family 50 35 3 27.2 4 25 0 9 60 Patient & Family 17 12 1 9.09 3 18.75 0 --- 2 13.33 6 4 1 9.09 1 6.25 - -- 1 6.67 1 100% Other & Unknown Total 143 100% 11 100% 16 100% 15 100% w \.0 40 did "family member" respondents. However, three times as many family member respondents wanted additional information about drugs than did "patient" respondents (60%). Interest in treatment information was indicated by 11 percent of the study sample, followed closely by an interest- in drug information by over 10 percent. Discussion. Cross tabulations were computed for "information desired .. by "primary diagnosis." Since most patients had more than one medical condition the results were misleading and are not included. A study done of the general public on a group of people over the age of 45 reported that 22 percent of them would like to have more information about diet, showing more interest in diet information than the sample population (40:37). Data describing delivery of service is presented in Table 8. Ninety-one percent of the consumers felt they could rely on staff visits most of the time, 6 percent some of the time, and only 2 percent felt that the staff were seldom reliable. Adequate coordination of multiple ser- vices was accomplished most of the time according to 75 percent of those who responded, 6.6 percent reported satisfaction some of the time and 2 percent felt that services had not been coordinated well. Many patients do not receive multiple services as indicated by 15.6 percent, who reported that it was not applicable. This probably Table 8 Consumer Perceptions of Delivery of Services Item # Delivery of Service Variables Number Respondents Percentage Response Percentage Response Percentage Response Percentage Response most of time some of time seldom not applicable Mean Rating Score* #10 Reliability 136 91.2 5.9 2.2 7.1 1.6 #11 Coordination 122 75.4 6.6 2.5 15.6 2.1 #12 Inconvenient Hours 10 Yes 1.7 *Ratings done by Management Advisory Committee are rated on a scale of 1-5. *'" 1--' 42 accounted for a lower response rate. One respondent who rated coordination of services negatively wrote that the "patient was critically ill" and too tired for physical therapy visits. Ten people felt that the staff arrived at inconvenient hours. A high level of satisfaction with professional staff was expressed (Table 9). Professional nurses were rated "very good" by 96.2 percent, satisfactory by 3.8 percent, and no one considered them unsatisfactory. Discussion. High ratings of professional staff are consistent with those found in studies by Schutz (40:113). The quality of Horne Health Aide was agreed to be very good by 79.1 percent. The same percentage (10.4) of respondents felt that quality was "satisfactory" as those who felt that quality was "unsatisfactory." Discussion. Dissatisfaction is a result of unrnet expectations (24:153). There were respondents whore- ported that they expected housekeeping, shopping and transportation services; perhaps services they expected of a Horne Health Aide. One respondent wrote disparagingly of a Horne Health Aide but an investigation revealed that he was referring to a homemaker-chore person from another agency. Table 9 Consumer Perceptions of Quality of Professional Staff Questionnaire Item # #12 Quality of Professional Staff Variables Number Respondents Percentage Response Percentage Response Percentage Response Mean Rating Score* N very good satisf. unsat. 104 96.2 3.8 -- Home Health Aide 67 79.1 10.4 Physical Therapist 46 91.3 8.7 Occupational Therapist 3 67.0 -- 33.0 2.9 Speech Therapist 5 -- --- 1.2 13.1 2.4 Nurse Medical Social Worker 32 100. 65.6 31.2 10.4 -- 1 1.8 1 * Ratings done by Management Advisory Committee are rated on a scale of 1-5. *"" w 44 Physical therapists were also perceived to be "very good" (91.3%) with 8.7 percent seeing them as "satisfactory" and no one giving them an unsatisfactory rating. High ratings again are consistent with literature cited above (40:113). Only 2 percent of the sample received Occupational Therapy and 3.5 percent Speech Therapy. One consumer rated the quality of the Occupational Therapist "unsatisfactory. n Medical social workers were rated "-very good"- by 65.6 percent of those who had received services, while 31.2 percent felt that their performance was only satisfactory and 3 percent were dissatisfied. Discussion. Again higher levels of expectation may be related to levels of satisfaction (24:153). response rate to this question was noted. A low Although 39 respondents indicated that they had received medical social services only 32 rated this item. Patients' rec- ords indicate that 69 patients in the sample had actually received their services. This lack of awareness could be due to the fact that in some cases only one visit was made. It is possible also that the person receiving the visit was different than the person responding to the questionna,ire. 45 Part II. Consumer Needs Responses Consumer needs were structured under two main categories, Health Education Needs (consumer awareness of services) and Supportive Service Needs (consumer needs}. Variables analyzed were Health Education Needs: Needed more information before discharge (Item 2, Part III) Knew why eligible for services (Item 4) Knew reimbursement source (Item 5} Expected services not available (Item 7) Supportive Service Needs: Transportation (Item 16) Psychological help (Item 16) Housekeeping (Item 16) Shopping (Item 16) More visits (Item 16) Willingness to attend group support meetings (Item 18) Table 10 presents data on the variables associated with Health Education Needs. Fifty-three percent felt that they would have been helped by "having a better understanding" about home health services at time of discharge. Table 10 Health Education Needs Questionnaire Item # Health Education Variables N Percentage Response Yes Percentage Response No #2 Needed more information before discharge 77 #4 Knew why eligible for services 134 87.3 12.7 1.8 #5 Knew reimbursement source 140 77.8 22.2 2.1 94 18.1 81.9 2.2 #17 Expected services not available 53 Mean Rating Score* 1.9 * Ratings done by Management Advisory Committee are rated on a scale of 1-5. .j::. 0"\ 47 Discussion. Since many of the patients are readmissions and already are aware of services, one might suspect that more than 53 percent of first time patients need to know more about potential services. A poignant message was written by one respondent. Wish I knew of Horne Health Services. I found out about it on my mother's last day in hospital and nurse found me crying. I did not want my mother sent to a convalescent hospital. To the question regarding eligibility, 12.7 percent of the respondents did not respond or responded incorrectly. As long as one appropriate criteria for eligibility was identified, no penalty was assessed for also checking secondary services such as social services or occupational therapy. An even larger 22.2 percent of respondents did not accurately know how horne health services were paid for. The largest misconception occurred among the elderly who were eligible for Medicare A and B and Medi-Cal. Medi-Cal was credited with providing reirn- bursernent much more frequently than it actually does. Inappropriate expectations (services expected for which horne health agencies are not reimbursed) were held by 18.1 percent of those who responded to Item 17. Table 11 shows the relationship between respondents and lack of awareness of horne health services. Half of those who wanted more information about horne health services were the patients themselves (50%). A Table ll Relationship of Survey Respondents to Health Education Needs Understand Home Health Respondent Did not know eligibility Did not know Reimbursement N % N % N % Patient 70 49 24 50 9 53 14 45 ll 65 Family 50 35 18 38 6 35 10 31 3 17 Patient & Family 17 12 4 8 2 12 5 16 2 12 6 6 2 4 - -- 2 6 l 6 143 100 48 100 17 100 31 100 17 Unknown N Faulty Expectations % N % 100 ,j::.. 00 49 slightly larger percentage (53%) did not know why they were eligible for home care and a slightly smaller percentage (45%) did not know how services were paid. The biggest difference in respondent awareness was that 65% of those who expected services that are not covered, were "patient" respondents. Needs for supportive services were perceived and unmet as indicated by 83 responses from the study sample. Some consumers perceived need for more than one supportive service (Table 12). The most prevalent need was perceived for more visits (16.8%). Other needs were housekeeping (14.7%), transportation (11.9%), shopping (8.4%) and psychological help (6.3%). Discussion. Stringent regulations regarding criteria_ for visit reimbursement, limit the agency from providing additional visits. (It was observed that the agency provided visits, free of charge, when needs were urgent and patient did not meet the eligibility requirement for reimbursement.) Housekeeping, transportation, shopping and psychological help are also services for which home health agencies are not reimbursed. Studies show that lifestyle and needs are highly related (40:153). Living arrangements of patients were cross tabulated with supportive services needs (Table 13). Of those who needed more visits, 42 percent live alone. Table 12 Supportive Service Needs Questionnaire Item # Supportive Services Needed #16 Transportation #16 Psychological Help #16 Number Responses Percent of Sample Mean Rating Scores* 17 11.9 2.0 9 6.3 1.8 Housekeeping 21 14.7 1.9 #16 Shopping 12 8.4 1.7 #16 More visits 24 16.8 1.8 Total Services Needed 83 * Ratings by Management Adivisory Committee are rated on a scale of 1 to 5. 1 - - - very acceptable - - - - 5 unacceptable U1 0 Table 13 Relationship of Living Arrangement with Supportive Service Needs Living Arrangement N % Needed Transp. Needed Hskpg. N % N % Needed More Visits N Needed Psych. Help Needed Shopping % N % N % Alone 37 26 8 47 9 43 10 42 2 22 6 50 Older 52 36 5 29 7 33 6 25 4 44 5 42 Younger 27 19 3 18 4 19 6 25 - -- 1 8 Deceased 23 16 1 4 1 5 2 8 3 33 4 3 0 143 100 17 100 21 100 24 100 9 100 12 100 Unknown Total U1 1-' 52 Those who lived alone also expressed the greatest percentage of need for transportation (47%) and housekeeping {43%) and shopping (50%). Age and sex were examined for their relationship to needs. frequencies. Table 14 presents raw Age and sex refer to the patient's charac- teristics but we do not know whether patient and/or family expressed the need, hence the data is of little value. Although the sample numbers are small, they follow patterns similar to those in studies reported by Schutz; the greatest needs are expressed by sick elderly without a social support system (lived alone) (40:124). Only 9 people expressed need for psychological counseling, but one-third of these were from families where the patient was deceased (Table 15). A willingness to attend group family meetings was interpreted as a consumer need. Of those responding, 42.3 percent said they would attend meetings (Table 16), and 54 percent of this group were the patients themselves (Table 17). Discussion. Underlying needs which motivated respondents to agree to attend meetings could be Psycho-social needs - Group support Educational - to learn more about care of patient Informational - to exchange ideas about common problems Table 14 Relationship of Age by Sex by Supportive Service Needs Needed Transportation Needed Housekeeping Needed Psychological Help Male Female Male Male Under 40 - - - 2 - - - - - 40 - 60 1 2 3 - - 1 3 - 2 60 - 80 4 5 2 10 3 3 1 10 2 3 80+ 1 4 1 3 1 1 3 7 1 3 Totals by Sex 6 11 6 15 4 5 7 17 5 7 Age Female Female Needed More Visits Male Needed Shopping Female Male Female 1 Totals f0r Both Sexes 17 21 9 24 12 Ul w 54 Table 15 Needed Psychological Counseling by Living Arrangements Living Arrangement N % Needed Psychological Counseling N % Alone 37 26 2 22.2 With Older Person 52 37 4 44.4 With Younger Person 27 19 Patient Deceased 23 16 3 33.3 4 2 Unknown Total 143 100% 9 100% Table 16 Interest in Attending Group Support Meetings Questionnaire Item #18 Would attend group support meetings Number Responses Yes 97 41 Percentage N0 Response 42.3 47 Percentage Unde- Percentage RM~~n Response cided Response S~o~~~ 48.5 8 8.2 2.2 *Ratings done by Management Advisory Committee and rated on a scale of 1 to 5. 1 very acceptable 5 unacceptable U1 (Jl Table 17 Identification of Respondent Interested in Group Meetings Would Attend Group Meetings Respondent % N % of Responses N Patient 70 49.0 22 53.7 Family 50 35 16 39 Patient and Family 17 11.9 Other 2 1.4 Unknown 4 2.8 Totals 143 100% 3 7.3 0 41 100% Ul ~ 57 I Problem solving - to assist with problems Although some dissatisfaction with services was expressed and many needs were unfulfilled, an overall positive attitude toward home health services in general was indicated. Responses to Item 15 showed that 96.7 per- cent of those who responded agreed that the advantages of receiving health care services at home outweighed the disadvantages while only 3.3 percent disagreed. Part III. Rating· of Consumer Responses by Management Advisory Committee To obtain a broader based, more objective interpretation of the data the Management Advisory Committee was asked to rate the mean frequency percentages of the variables in the study using the second instrument (Appendix C). Table 18 lists the Committee's mean rating scores to 26 variables, the range of rating scores and their rank. The variables are ranked from highest mean rating score (least acceptable) to lowest mean rating (most acceptable) (5 - - - - - (least acceptable) - - - - 1). most acceptable) A rating of 2, or more, on a variable was selected arbitrarily as a criteria for further examination of that variable. Ratings on teaching variables (1-7} ranged from 1.1 to 2.3 with a mean rating of 1.7. Interest in additional information about treatment, diet and drugs ' Table 18 Management Advisory Committee Rating of Consumer Responses to Selected Variables Variables 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. 18. 19. 20. 21. 22. 23. 24. 25. 26. Teaching Self-help encouraged Teaching techniques Teaching effectiveness More information desired Diet Treatment Equipment Drugs Deliver~ of Services Dependability of visit Coordination of visits Time of visits Qualit~ of Professional Performance Professional Nurse Home Health Aide Physical Therapy Occupational Therapy Speech Therapy Medical Social Service Consumer Awareness Level Better understanding of Home Health Services Knew eligibility Knew reimbursement source Unrealistic expectations Su~~ort Services Needed Transportation Psychological help Housekeeping Shopping More frequent visits ~1eet other patients • fami 1i es Mean Staff Rating Score* Range 1 - 5 Rank 1.1 1.1 1.4 2.2 2.3 1.5 2 1-2 1-2 1-2 1-4 1-4 1-3 1-5 23 23 21 4 3 19 9 1.5 2.1 1.7 1-3 1-3 1-3 19 7 17 1 1.8 1 2.9 1.2 2.4 1 1-3 1 1-5 1-2 1-5 25 13 25 1 22 2 1.9 1.8 2.1 2.2 1-3 1-5 1-5 1-5 11 2 1.8 1.9 1.7 1.8 2.2 1-5 1-4 1-4 1-4 1-3 1-3 13 8 5 10 13 11 17 13 5 *Ratings done by Management Advisory Committee are rated on a scale of 5 1 1-5. unacceptable very acceptable 59 received the highest ratings (least acceptable) in this category with ratings of 2 or more. Ratings on delivery of service variables (7-10) ranged from 1.5 to 2.1 with a mean rating of 1.7. Coordi- nation of visits was rated least acceptable with a score of 2.1. The quality of professional performance variables (11-16) were rated from 1 to 2.9 with a mean rating of 1.72. Professional performances characterized by mean scores over 2 were those of the Occupational Therapist (ranked least acceptable) and Medical Social Worker (ranked second). Discussion. Advisory committee appeared to be least satisfied with consumer perceptions to these "quality of care" variables beginning with the least acceptable 1. Quality of Occupational Therapist 2. Quality of Medical Social Worker 3. Desired information on treatment 4. Desired information on diet Variables 17 through 20 related to consumer awareness assessment and had ratings from 1.8 to 2.2 with a mean rating score of 2.0. Satisfaction with con- sumer responses to these variables was lowest for 1. Expected services not available (5th) 2. Awareness of reimbursement source (8th) 60 Both had ratings over 2. Discussion. A wide range in staff rating on these variables was shown by a rating range from 1-5 (highest to lowest) on three of the four variables. Ratings on responses to variables 21 to 26 ranged from 1.7 to 2.2 with a mean rating of 1.9. Areas of need receiving scores of 2 or more were 1. Willingness to meet with other families (5th) 2. Need for transportation (lOth) Overall mean rating scores were computed for each of the categories discussed (Table 19). The category receiving the least acceptable rating from the Management Advisory Committee was "Health Education Needs" with a score of 2.00. Table 19 Mean Rating Scores of Variable Categories by Management Advisory Committee Variable Categories Mean Rating Score Teaching 1.66 Delivery of Services 1.77 Quality of Professional 1. 72 Health Education Needs 2.00 Supporting Services Needs 1.90 CHAPTER V SUMMARY, CONCLUSIONS, AND RECOMMENDATIONS This chapter presents a summary of the data analysis and consequent conclusions reached by the researcher. It also includes recommendations for future studies. Summary Responses Concerning Perceptions of Quality of Care (Part I). The data revealed that a very high per- centage of health care consumers reported positive attitudes toward health care services provided in the home. Variables reporting teaching performance were also rated highly. An interest in obtaining additional information about diet, treatment, equipment and drugs was expressed by 43 responses (more than one response could be supplied by a respondent). Treatment and drug information was of most interest (12%). While the patients themselves were twice as likely to want treatment or diet information, surprisingly three times as many family members registered an interest in drug information. A high percentage of respondents reported that they could rely on staff visits 61 62 most of the time, a slightly smaller percent felt that services were coordinated effectively and approximately 7 percent indicated that services were received at inconvenient hours. An extremely high percentage (over 90%) rated the quality of the Professional Nurse, Physical Therapist and Speech Therapist "very good." Home Health Aides received the next highest percentage (79.1%) of positive responses and Medical Social Workers received the lowest percentage, with two-thirds of the respondents rating them very good. Only 3 patients had received Occupational Therapy and one reported unsatisfactory quality. Responses Concerning Needs of Consumers (Part II). Responses to health services awareness questions suggeste~ directly or indirectly, that a lack of correct or comprehensive knowledge of home health services existed. Over one-third related that they would have been helped by knowing more about home health services before going home from the hospital. Between 12 and 22 percent of the sam- ple were unable to correctly identify how services were paid, or to identify at least one criteria for eligibility for services or they expected services which are not covered by insurance plans. Needs for a wide range of supportive services were expressed. Those most often reported, listed in 63 order of most services needed, were more visits, housekeeping, transportation, shopping and psychological help. Females who lived alone reported the largest number of needs. A surprising 42.3 percent said they would attend family group sharing meetings although motivation (underlying needs) for attending was not identified. Ratings by the Management Advisory Committee gave the highest acceptability rating (1.7) to variables associated with patient teaching, quality of professional performance came next with 1.7 and delivery of services was rated least acceptable of the quality of care variables. All of the components of quality of care were rated more acceptable tham the consumer needs components. Health education needs were rated lowest in acceptability with a score of 2. Additional Considerations Regarding Consumer Response Ratings. Responses receiving a mean rating score of 2.0 or more will be discussed in order of ranking beginning with the least acceptable. A ranking of 1 is the most acceptable ranking and a ranking of 5 the least acceptable. 1. Quality of Occupational Therapist (2.9). Only three people in the sample had received their services and one had rated services unsatisfactory. An ' ' 64 occupational therapist was dismissed just prior to this study, and patients receiving this individual's services may have been represented in the sample. 2. (2.4). Quality of Medical Social Service Worker Prior to the study there had been a turnover in the Medical Social Service staff--again study sample patients may have received services from this person. 3. (2.3). More information desired about treatment The need for a more standardized teaching format, for nurses and/or consumers had been recognized. During the last six months instructional material has been developed to standardize and document teaching done by the agency nurse for selected medical conditions. Patient teaching tools, including handout and taped cassettes, have been developed also. 4. More diet information desired (2.2). While this study was being conducted, a staff In-Service Education class was being conducted on diabetic care--a registered dietician taught the "diet" portion. Actually a dilemma exists because registered nurses are not legally permitted to teach "diets," but only to reinforce what has already been taught by the dieticians. Dietician teaching in the home is usually not covered by third party payments. Diet teaching is usually done in hospital when the patient is often sick and under stress and the I ' 65 dietician has less opportunity to understand family habits, lifestyle and environmental conditions. The pa- tient may have difficulty complying with a diet where these factors have not been considered. 5. Unrealistic expectations (2.2). When patients expect services which the agency cannot provide or for which they do not receive reimbursement, they are more likely to be dissatisfied with services. Factors associ- ated with unrealistic expectations include misinformation regarding potential services available, communication problems caused by diminished vision, hearing or memory function and confusion of the Home Health Aide role with that of a Homemaker Chore Person. (Homemaker Chore Per- sons may be reimbursed by Medi-Cal but not by Medicare.} 6. Meet with other patients' families (2.2). A surprisingly large number of respondents said they would attend group meetings. It was noted that a large number who responded were the patients themselves. Financial reimbursement is not available to research and develop a program which would bring together patients and/or families with common problems. 7. Coordination of visits (2.1). Regulations, imposed since this study, require the nurse to regularly supervise the Home Health Aide as she provides services in the home. This means that their visits will overlap 66 on the same day instead of being given on alternate days. Services cannot be spaced as conveniently for patients as they were at the time of the study. 8. Knew reimbursement source (2.1). Health education and promotion could reduce unrealistic expectations, increase awareness of reimbursement sources and eligibility requirements, and increase overall knowledge about Home Health Services. Again insurance plans usually do not reimburse separate charges for health education services, but consider these services as part of other covered provider services. More plans reimburse for health education services in hospital inpatient and outpatient settings than for non-hospital settings such as physicians' offices, home care programs and skilled nursing facilities according to a survey done by Blue Cross and Blue Shield Associations in 1980. By using a Health Education student trainee, consumer health education classes have been initiated recently in a local community senior center. 9. More information desired on drugs (2). The physician who prescribes the drugs should be responsible for providing a clear and comprehensive description which should include their use, effect on patient and side effects that may occur. Nurse responsibilities include, 67 knowing what drugs are being used, to observe and encourage compliance, and to monitor for side effects. 10. Transportation (2). Transportation is not a service provided by home health agencies. They do pro- vide resource information regarding transportation to the consumer. A community resource guide was updated recently and is distributed to all agency consumers. Limitations and Weaknesses of the Study Related to attitudinal surveys 1. Reluctance to express dissatisfaction 2. Reluctance of older people to admit needing help 3. Function of who sponsors the research 4. Exclusion of data collection on socio-economic and psychological factors (all affect attitudes) 5. ( 29 :285) People report quality of care they receive themselves higher than the quality of care they think that others receive (44) Related to Instrument and its Implementation 1. Degree of reliability 2. Complexity of patient and family-centered interdisciplinary independent variables-difficult to interpret 68 3. Amount of time between services received and completion of questionnaire 4. Language barriers to non-English speaking population 5. Inability to collect more data on nonrespondent perceptions Conclusions On the basis of the data presented in this study, ratings of the data by health professionals, and a review of the literature the following conclusions appear warranted: 1. A large proportion of horne health care consumers who have received services from National InHorne Health Services feel they are receiving comprehensive and quality services. 2. Many supportive service needs, as perceived by the horne health care consumers are not being met by existing services available in the study area. (These services are not provider reimbursed.) 3. Many consumers and potential consumers are unaware of the potential services available to them from a horne health care agency. 4. The percentage of consumers who reported they would attend family group support meetings was larger then expected. 69 5. Comprehensive empirical up-to-date data on perceptions of the elderly health care consumer are very scanty. 6. Methodologies for collecting and assessing quality of care data in a home setting are lacking. 7. Based on personal discussion and observation, most of the above conclusions represent already held beliefs and assumptions held by agency staff personnel ana many recommendations which follow are already being discussed or implemented. This study provided objective support to their beliefs. Recommendations On the basis of this study these recommendations are suggested: 1. An expansion of the study be undertaken to determine the extent and true nature of perceived needs before planning strategies are modified. The following questions need to be explored: a. Are the elderly able to assess their own needs? b. What is the extent and degree of need? c. Should programs be planned to fill this need? d. Why are they not able to use available resources? 70 1) Were the services not available geographically? 2) Were they unaware of resources or unable to initiate resource acquisitions? 3) Were there financial limitations? 4) Were there physical limitations? 5) Were they inhibited by cultural or generational beliefs? 2. A comprehensive health education and health promotion curriculum related to Home Health Care Services should be developed for use in community settings. The encouragement of patient responsibility for his own health including evaluation of services received, should be one of the goals of such a program. Modification of the curriculum for use by the individual consumer in the home, in the doctor's office, or in the hospital setting should be considered. 3. An expansion of the study to include an in- depth investigation of the interests and common problems of consumers who would attend family group support meetings. Based on results of the investigation, the develop- ment and implementation of a family support group program should be attempted. 71 .I 4. If a similar study should be conducted, patients' perceptions of home health services should be collected as soon as possible after services are received to obtain more accurately remembered data and increase the chances of locating the patient. If a mailed ques- tionnaire approach is contemplated, a telephone verification of patients' health status and address would increase the response rate of the sample. 5. Organization of a task force made up of representatives of areawide Home Health Agencies to develop a standardized instrument or procedure to be used to obtain consumer perceptions of care on an on-going basis should be explored. BIBLIOGRAPHY 1. Aaker, David A. & George A. Day, ed., Consumerism: Search for the Consumer Interest, 2d. ed., New York: The Free Press, 1974. 2. American Hospital Association, A Patient's Bill of Rights, House of Delegates of the American Hospital Association, No. SOm-11/73-3493, Chicago, 1972. 3. Atchley, Robert D., The Social Forces in Later Life: An Introduction to Social Gerontology, Miami University, Oxford, Ohio, 1972. 4. Bengston, Vern L., Patricia L. Kasschau and Pauline K. Ragan, Handbook of the Psychology of Aging, edited by James E. Birren and K. Warner Schaie, Van Nostrand Reinhold Company, New York, 1977. 5. Birren, James E. and K. Warner Schaie, Handbook of the Psychology o-f Aging, Van Nostrand Reinhold Company, New York, 1977. 6. Bloom, Martin, Edna Duchon, Gertrude Frires, Helen Hanson, Georgine Hurd, and Vivian South, "Interviewing the Ill Aged," The Gerontologist, Part 1, pp. 292-299, Winter 1971. 7. Botwinick, Jack, Aging and Behavior, 2d ed., New York: Springer Publishing Company, 1978. 8. Boyd, Harper W., Ralph Westfall, and Stanley F. Stasch, Marketing Research Text and Cases, 4th ed., Homewood: Richard E. Irwin, Inc., 1977. 9. Brickner, Philip W., Home Health Care for the Aged, New York: Appleton-Century-Crofts, 1978. 10. Claubaugh, Maurice F., Jr., "An Investigation of the Role of Consumer Alienation on Consumer Dissatisfaction and Compliant Behavior," Proceedings 25th Annual Conference of the American Council on Consumer Interests, April, 1979. 72 73 11. Department of Health, Education and Welfare Grant #HSA 77-88(P), A Prospectus for a National Home Care Policy, April 1977. 12. Greene, Richard, M.D., Assuring Quality in Medical Care, Ballinger Publishing Company, Cambridge, Mass., 1976. 13. Griffith, Elsie, "Administrative Perspective on People Power - Community Health Viewpoint," People Power, National League for Nursing, Pub. No. 20-1623, 1976. 14. Gross, Deborah Ann, Patients• Perceptions Toward Medical Care, Thesis Project, June 1978. 15. Hochbaum, G. M., "Consumer Participation in Health Planning Toward Conceptual Clarification," The Consumer and the Health Care System, edited by Rosen, Metsch and Levey, 1977. 16. Home Health Review, Journal of the National Association of Home Agencies, 2:1, January 1979. 17. Hyman, Herbert Harvey, Health Planning: A Systematic Approach, Aspen Systems Corporation, Germantown, 1976. 18. Institute of Medicine, Aging and Medical Education, Report of a Study by a Committee of the Institute of Medicine, National Academy of Sciences, Washington, D.C., 1978. 19. Institute of Medicine, Assessing Qualit¥ in Health Care: An Evaluation, Report of a Study, National Academy of Sciences, Washington, D.C., November, 1976. 20. Isaac, Stephen and William B. Michael, Handbook in Research and Evaluation, San Diego: Edits Publishers, 1977. 21. Journal of the National Association of Home Health Agencies, Suite 200, 426 "C" Street, N.E., Washington, D.C., 1979. 22. King, Stanley H., Perceptions of Illness and Medical Practice, New York: Russell Sage Foundation, 1962. 74 23. Kerlinger, Fred N., Foundations of Behavioral Research, 2d. ed., New York: Holt, Reinhart and Winston, Inc., 1964. 24. Kotler, Philip, Marketing for Nonprofit Organizations, New Jersey: Prentice-Hall, Inc., 1974. 25. Levenson, Goldie, "Use of Patient Statistics for Program Planning," National League for Nursing, Pub. No. 21-1794, New York, 1979. 26. Levin, Tom, American Health: Professional Privilege vs. Public Need, Praeger Publishing, 1976. 27. McDaniel, James W., Physical Disability and Human Behavior, Second Edition, Pergamon Press, New York, 1976. 28. McFarland, Ross A., "The Sensory and Perceptual Processes in Aging," Theory and Methods of Research on Aging, edited by K. Warner Schaie, Ph.D., West Virginia University, Morgantown, 1968. 29. McKinlay, John B. and Diana B. Dutton, "SocialPsychological Factors Affecting Health Service Utilization," edited by Selma J. Mushkin, Prodest, New York, 1974. 30. Miller, Delbert C., Handbook of Research Design and Social Measurement, 3d. ed., New York: David McKay Company, Inc., 1977. 31. Noelker, Linda and Zev Harel, "Aged Excluded from Home Health Care," The Gerontologist, Vol. 18, No. l, 1978. 32. Novello, Dorothy Jean, "The Consumer's Role in Health Care," Consumerism and Health Care, compiled by National League for Nursing, Publication No. 52-1727, 1978. 33. Parlow, Jack, and Arthur I. Rothman, "ATSIM: A Scale to Measure Attitudes Toward Psychosocial Factors in Health Care," Journal of Medical Education, 49:385-87, April, 1974. 34. Parten, Mildred, Surveys, Polls, and Samples: Practical Procedures, Cooper Square Publishers, Inc., New York, 1966. 75 35. Reeves, Philip N., David F. Bergwell and Nina B. Woodside, Introduction to Health Planning, Information Resources Press, Washington, D.C., 1979. 36. Richmond, Julius B., "Health Promotion and Disease Prevention in Old Age," Aging, pp. 11-15, October 1978. 37. Rooke, M. Leigh, and C. Ray Wingrove, Benefaction or Bondage? Sound Policy and the Aged, University Press of America, Washington, D.C., 1980. 38. Rosen, Harry, Samuel Levey and Jonathan M. Metsch, editors of The Consumer and the Health Care Syste~ Spectrum Publications, Inc., New York, 1977. 39. Schmidt, Mary Gwyne, "Interviewing the 'Old Old'," The Gerontologist, December, 1975. 40. Schutz, Howard G., Pamela C. Baird and Glenn Hawkes, Lifestyles and Consumer Behavior of Older Americans, New York, Praeger Publishing, 1979. 41. Shanas, Ethel, Medical Care Among Those Aged 65 and Over, Health Information Foundation, University · of Chicago, 1960. 42. Shrifter, Norman, "The Physician and Home Health Care- Costs are Less and Patients Feel Better," Los Angeles County Medical Association Physician, pp. 23-26, October 6, 1980. 43. Siemiatycki, Jack, "A Comparison of Mail, Telephone and Home Interview Strategies for Household Health Surveys," American Journal of Public Health, 69:3:238:245, March, 1979. 44. Snyder, Mary K. and John E. Ware, Jr., Differences in Satisfaction With Health Care Services as a Function of Recipient: Self or Others, The Rand Corporation, Santa Monica, CA, 1975. 45. Strauss, Anselm L., Chronic Illness and the Quality of Life, The C. v. Mosby Company, St. Louis, 1975. 46. Thompson, John D., Applied Health Services Research, D. C. Heath and Company, Lexington, Massachusetts, 1977. 76 47. Towles, Bonnie, "Consumer Involvement in Health Offices," Evaluation in Health Services Delivery, Proceedings of an Engineering Conference, South Berwick, Maine, Aug. 19-24, 1973. 48. u.s. 49. u.s. 50. u.s. 51. u.s. 52. u.s. 53. U.S. Department of Health, Education and Welfare, Health Resources Administration, ~orking With Older People, Volume II. Biological and Sociological Aspects of Aging, Public Health Service Publication No. 1459-Vol. II, Washington, D.C., 1974. 54. U.S. Department of Health, Education and Welfare, Task Force on Research and Evaluation, IntraDepartmental Panel for Health Education of the Public, u.s. Department of Health, Education and Welfare, Public Health Service, Center for Disease Control, March 4, 1976. Congress - PL 93641. Department of Commerce, Bureau of the Census: Current Population Reports: Social and Economic Characteristics of the Metropolitan and Nonmetropolitan Population, 1974 and 1970. Washington, D.C., u.s. Government Printing Office, Series P/23, No. 55, 1975. Department of Health, Education and Welfare, Administrators Handbook for the Structure, Operation, and Expansion of Home Health Agencies by National League for Nursing, Health Services Administration, Bureau of Community Health Services, HSA contract Number 76-116, 1977. Department of Health, Education and Welfare, Your Medicare Handbook, DHEW Publication No. (SSA) 74-10050, Washington, D.C., 1975. Department of Health, Education and Welfare, Assessment Approaches; Concepts and Methods. Alcohol, Drug Abuse & Mental Health Administration, A Working Manual of Sample Program Evaluation Techniques for Community Mental Health Centers, P.H.S. Publication No. (ADM) 77-472, printed 1977. 77 55. Ware, John E., Jr., Mary K. Snyder and W. Russell Wright, "Some Issues in the Measurement of Practical Satisfaction with Health Care Services," The Rand Corporation, Santa Monica, CA, November, 1977. 56. Western Regional Health Forum, "Making the Health Care System More Accountable," National Health Council, New York, N.Y., 1974. 57. Wiseman, Frederick, "Methodological Bias in Public Opinion Surveys," Public Opinion Quarterly, 36:105-108, 1972. 58. Weinerman, Richard E., "Patients' Perception of Group Medical Care," American Journal of Public Health, LIV, No. 6, 880-889, June, 1964. 59. Wilson, Cindy c., The Perceived Need for Home Health Care of the Elderly as Stated by Both the Elderly and Health Professionals, Ann Arbor, MI, University Microfilms International, 1979. 60. Wolfe, Samuel, "Consumerism and Health Care," Public Administration Review, p. 528, September/ October, 1971. 61. Yaffe, Richard and David Zalkind, Editors, Evaluation in Health Services Delivery, Proceedings of an Engineering Foundation Conference, Engineering Foundation Conferences, New York, N.Y., 1973. 'j APPENDIXES 78 79 APPENDIX A NATIONAL IN-HOME HEALTH SERVICES 6850 VAN NUYS BOULEVARD • VAN NUYS. CALIFORNIA 91405 • (213) 988-7575 • (213) 873-5555 BRANCH OFFICE 432 SOUTH SAN VICENTE BOULEVARD • LOS ANGELES. CAUFORNIA 90048 • (213) 855-1344 Dear Patient and/or Family: We need your help! The staff at National In-Horne Health Services is concerned with providing the best possible care to its patients and the community. Your_participation in a patient survey will assist us in evaluating and planning future services for you and your fellow patients. The enclosed questionnaire has been designed to answer some of the questions that we have about how you, the patient, family) (and or feel about the services which you have received from us in the past year. It would be greatly appreciated if you would complete these forms and return them to us within a week in the enclosed self-addressed, stamped envelope. All information will be kept confidential; sign- ing your name is optional. If you have questions, please call me at 988-7575 or 873-5555. Thanks for your help. Charlotte Laubach, R.N., B.S. 80 APPENDIX B This form is being completed by: 1. patient II patient & family family 1 other I 1 I At time of discharge from hospital: I had been visited by someone from the National In-Home Health Services staff Yes I~ All necessary equipment was available at home Yes Noli I No I I If no,what was missing? 2. Preparation for going home from hospital could have been improved by: Earlier notification of discharge Yes I I No I I Better understanding of how to care for myself at home Yes I I No I j Better understanding of home health services Yes I No 0 Yes I No I Other (please specify) 3. 4. Have you ever received services from another home health agency? I was eligible for in-home health services because I needed: check appropriate answers) Services of RN/LVN c=J Physical Therapy Occupational Therapy I I c=J (Please Social Services Speech Therapy I c:J t=J Other (please specify) 5. Home health services were paid for by: Medicare County Agency 6. D D Medi-Cal I · Private Insurance Private Pay I I Other c=J National In-Home Health Services staff encouraged me to be involved in caring for myself as much as I was able. (Please check appropriate answer) Agree 7. (Please check appropriate answer) 0 Undecided I I Disagree I::=J Teaching and explanation was done in a clear unhurried manner with adequate time provided to understand and practice. (Please check appropriate answer) Agree I:::::=:J Undecided i:::::=:J Disagree II 81 8. Following teaching I had a better understanding of my illness and what to expect in the course of it. (please check appropriate answer) I:=J Agree 9. Undecided 0 Disagree I would have liked more information about my: appropriate answers) Diet 0 Treatment D Equipment 0 (please check 0 Drugs I I Other (please specify) 10. I knew approximately when to expect a visit from the staff and was notified if time of visit had to be changed. (please check appropriate answer) c:J Most of the time ll. c:J Some of the time I I Seldom 0 The quality of care I received at horne was (check only those services which you received) by: Satisfacto=::l Unsatisfactorv D Professional Nurse 0 I Horne Health Aide I:=J I:=J I=:J Physical Therapy r:l I=:J I Occupational Therapy D D l_j Speech Therapy I C:J I Medical Social Service D l_j II Advantages of horne care included: Convenience for family Financial savings 14. c:J Seldom multiple services were provided there was sufficient spacing so that I was not overtired when staff arrived. (please check appropriate answer) Very Good 13. c:J ~fuen Most of the time 12. Some of the time 0 c:J I Relaxing atmosphere for patient Family companionship I::J D Other I::J Staff visits at inconvenient hours List others I (please check appropriate answers) Worry regarding medical condition of patient c:J I (please check appropriate answers) Disadvantages of home care included: Financial hardship I I I 82 15. Advantages of horne care outweighed the disadvantages: check appropriate answer) Agree 16. 0 0 Disagree 0 What services did you need but not receive during horne convalescence? (please check appropriate answers) Transportation Shopping 0 c:J Psychological Help I I Housekeeping More Frequent Nursing/Therapy Visits Community Referrals 17. Undecided (please 0 0 C::l List others Did you expect the agency to provide any of the above Yes c:J No If yes, please specify 18. As a family member, if you had the opportunity to meet with other patient's families, to share problems and experiences, would you Yes come? 19. Were you given enough notice before discharge from the agency? Not applicable Yes c:J I::=J No I D NoQ Additional comments and/or recommendations are welcomed I c:J 83 APPENDIX C March 30, 1981 Dear Many months ago you suggested information which you were interested in obtaining from the patient and/or families who have received services from National In-Home Health Services. You also provided valuable input and feedback in the construction and revision of a questionnaire to acquire this data. I am asking for your help again with the evaluation of the questionnaire responses in terms of their level of acceptance with you, as a staff member. Enclosed is a copy of the demographic data of the sample tested, which appears to be representative of the patient population as a whole. I recognize that the variables associated with the responses are complex and difficult to assess, but would appreciate your overall rating of each response. Thanks for your help. Sincerely, Charlotte Laubach Enclosure 84 Responses are given in percentages, based on the number of responses reported. Please rate each response on a continuum scale from 1 5. 1 3 4 2 5 very acceptab 1e totally unacceptable Please evaluate the responses independently from other staff members. A. Consumer Ratings on Components of Quality Health Care Services No. of Responses Teaching: 1. National In-Home Health Services staff encouraged me to be involved in caring for myself as much as I was able. agree 91.0 undecided 4.5 2. B. 133 undecided 2.2 disagree 2.9 NA 2.9 137 Following teaching I had a better understanding of my illness and what to expect in the course of it. agree 82.1 4. 1.5 NA 3.1 Teaching and explanation was done in a clear unhurried manner with adequate time provided to understand and practice. agree 92.0 3. disagree undecided 10.6 disagree 2.4 NA 4.9 123 I would have liked more information about my: 5. Diet 26.8 11 6. Treatment 39.0 16 7. Equipment 2.4 1 8. Drugs 36.6 15 Delivery of Services: 9. I knew approximately when to expect a visit from the staff and was notified if time of visit had to be changed. most of the time 91.2 some of the time 5.9 10. seldom 2.2 NA 7.1 136 When multiple services were provided there was sufficient spacing so that I was not overtired when staff arrived. most of the time 75.4 some of the time 6.6 seldom 2.5 NA 15.6 122 Staff Rating 1 - 5 85 - 2 No. of Responses 11. Disadvantages of home care included: Staff visits at inconvenient hours - positive Responses C. 10 Quality of Professional Performance: The quality of care I received at home was: D. Satisf. 12. Profession a 1 Nurse 96.2 3.8 13. Home Health Aide 79.1 10.4 14. Physical Therapy 91.3 8.7 15. Occupational Therapy 67.0 16. Speech Therapy 17. Medical Social Service Unsatisf. 104 10.4 67 46 33.0 100 3 5 65.6 31.2 3.1 32 Consumer Awareness of Home Health Services: 18. Preparation for going home from hospital could have been improved by better understanding of home health services. yes 19. 20. no 37.7 77 87.3 no 12.7 134 Correct response given to reimbursement source yes 21. 62.3 Correct response given to eligibility requirement yes 77.8 no 22.2 140 Expected services for which agency does not receive reimbursement yes E. Very Good 18.1 no 81.9 94 11.9 17 6.3 9 14.7 21 8.4 12 16.8 24 Needs Assessment: 22. Transportation 23. Psychological Help 24. Housekeeping 25. Shopping 26. More frequent therapy visits Staff Rating 86 - 3 - No. of Responses 27. Staff Rating As a family member, if you had the opportunity to meet with other patient's families, to share problems and experiences, would you come? yes 42.3 no 48.5 undecided 8.2 NA 1.0 97 Conments and suggestions regarding this survey and its imp 1i cations for program modification and/or future planning would be helpful to this study and greatly appreciated. Thank you. 87 DEMOGRAPHIC DATA: Number of Questions in study from Valley office from Los Angeles office 143 102 41 Respondent to questionnaire: Patient Family Patient and Family Other 50.4% 36.0% 12.2% 1.4% Age: under 40 yrs. 40 - 60 yrs. 60 - 80 yrs. over 80 2.1% 9.2% 58.5% 30.3% Sex: male female 33.8% 65.5% Lifestyle: 26.4% 37.1% 19.3% 16.4% Living alone Over 65 living with spouse Living with younger generation Deceased Secondary Diagnosis: Primary Diagnosis: Heart Disease Cancer Urinary Incontinence Resperatory Insufficiency C.V.A. Post-op. wound care Diabetes Ortho-Fx-neuro muscular Other 24.5 18.2 3.5 7.7 9.8 9.1 4.9 18.9 17.5 9.8 2.8 1.4 3.5 9.8 7.0 44.1