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Nursing Inquiry 2015; 22(2): 106–120

Review

A systematic review of instruments


measuring patients0 perceptions of
patient-centred nursing care
Stefan K€ oberich and Erik Farin
Medical Center - University of Freiburg, Freiburg, Germany

Accepted for publication 14 July 2014


DOI: 10.1111/nin.12078


KOBERICH S and FARIN E. Nursing Inquiry 2015; 22: 106–120
A systematic review of instruments measuring patients0 perceptions of patient-centred nursing care
This systematic review identified and evaluated instruments measuring patients’ perceptions of patient-centred nursing care. Of
2629 studies reviewed, 12 were eligible for inclusion. Four instruments were reported: The Individualized Care Scale, the Client-
Centred Care Questionnaire, the Oncology Patients’ Perceptions of the Quality of Nursing Care Scale and the Smoliner scale.
These instruments cover themes addressing patient participation and the clinician–patient relationship. Instruments were
shown to have satisfactory psychometric properties, although not all were adequately assessed. More research is needed regard-
ing test–retest reliability, convergent and discriminant validity, validity with known groups and structural validity using confirma-
tory factor analysis.

Key words: assessment instrument, patient participation, patient-centred nursing care, patient-nurse relationship, systematic lit-
erature review.

Dating back to the late 1960’s, patient-centred care has a suggest that patient-centred nursing and medical care
long tradition, with some suggesting its origins are in the improves patient outcomes (Robinson et al. 2008; Hobbs
work of Florence Nightingale (Lauver et al. 2002). There 2009).
was an increasing popularity of patient-centred care in the To evaluate the effects of patient-centred care, valid and
1970’s (Balint 1969; Robinson et al. 2008), but the concept reliable instruments of patient centred care are needed. This
has attracted the greatest attention in the last two decades. systematic review aimed to identify instruments measuring
Patient-centred care emphasizes the need to perceive the patient-centredness within the nursing setting, evaluate their
patient less as the medium of a disease (Mead and Bower psychometric properties and to identify the elements of
2000), and more as the person in the very centre of the care patient-centred care.
process whose needs, values and individuality are respected Based on an analysis of relevant literature for this review,
and acknowledged. This effectively means that health-care is we define patient-centred nursing care (PCNC) as the
no longer standardized or just disease-oriented; rather it is degree to which the patient’s wishes, needs and preferences
holistic, individualized, tailored, respectful and empowering are taken into account by nurses when the patient requires
(Lauver et al. 2002; Morgan and Yoder 2012). Patient-cen- professional nursing care. We consider PCNC as a process
tred care entails a broad perspective on illness reflecting influencing nursing-sensitive patient outcomes and that is
social and psychological factors, with an additional focus on affected by several nurse- and context-related factors (such
health promotion (Mead and Bower 2000). Some authors as nurses’ attitudes towards patient-centredness and the
organization of nursing care).
Empirical data support the hypothesis that patient-centred
Correspondence: Stefan K€oberich, Institute for Quality Management & Social
Medicine, Medical Center – University of Freiburg, Engelbergerstr. 21, 79106 Frei- care improves patient outcomes. For example, Poochikian-
burg, Germany. E-mail: <stefan.koeberich@uniklinik-freiburg.de> Sarkissian et al. (2010) found that the implementation of

© 2014 John Wiley & Sons Ltd


Patient-centred nursing care

PCNC moderately improved patient’s self-care abilities and Therefore, the aim of this systematic literature review is to
their satisfaction with care. In their descriptive study, PCNC provide an overview of instruments measuring patients’ per-
was operationalized as the extent of patients’ participation in ception of PCNC. Our research questions were:
care and the individualization of care, that is, nurses’ consid-
eration of patients’ needs and preferences. Functional status,  What instruments are available to measure perceived
self-care and satisfaction with care were measured within PCNC from the patient’s perspective?
48 hours of the patient’s admission (T1) and two weeks after  Which elements of patient-centredness does each
discharge (T2). In addition, perceived patient-centredness instrument measure?
was measured at T2. The correlation between patient out-  What are the psychometric properties of each instru-
comes and the dimension of PCNC assessed at T2 was statisti- ment?
cally significant.
In cross-sectional studies with nearly 2000 inpatients
from five countries, it was found that PCNC, operationalized METHODS
as individualized care, was associated with improved patient
satisfaction, patient autonomy and quality of life (Suhonen We conducted a systematic review based on the methods
et al. 2007b; Suhonen et al. 2012a). However, no investiga- described by the Centre for Reviews and Dissemination
tor has used an experimental design to test the influence of (Centre for Reviews Dissemination 2009). The CRD0 s guid-
fostering PCNC on patient outcomes. Thus, there is a need ance for undertaking reviews in health-care describes in
for more evidence to confirm positive correlations between detail the following elements to ensure high quality reviews:
PCNC and improved patient outcomes. (1) content of a review protocol, (2) literature search sources,
One problem associated with demonstrating a specific (3) selecting appropriate studies, (4) data extraction, (5)
link between patient-centred care in general and patient out- quality assessment and (6) data synthesis and guidelines on
comes is the lack of instruments based on a generally writing, archiving and disseminating the findings of a review.
accepted definition of patient-centred care. Although the
medical and nursing professions share most of the concep-
tual elements of patient-centredness, there are differences in Literature Review
how these groups conceptualize patient-centred care. In a
narrative literature review and synthesis, Kitson et al. (2013) DATABASES AND SEARCH TERMS
reported that health policy stakeholders and nurses perceive PubMed and the Cumulative Index to Nursing and Allied
patient-centred care more broadly than do medical profes- Health Literature (CINAHL) were searched with similar
sionals. Medical professionals tend to focus on the relation- strategies using the following terms: patient-centred care,
ship with the patient and the nature of the decision-making patient-focused care, person-centred care, person-focused care, client-
process. In contrast, the nursing literature tends to empha- centred care, client-focused care, resident-centred care, resident-
size the acceptance of patients’ beliefs and values and focused care, personalized care, personalized nursing, individualized
addresses how patient-centred care is promoted (Kitson care, individualized nursing, tailored care, tailored nursing (as well
et al. 2013). as the British spellings of centred, personalised, individua-
Therefore, an instrument measuring patient-centred lised) in combination with questionnaire*, assessment instru-
care in general is at risk of not detecting profession-specific ment*, scale* and measuring instrument using Boolean
patient-centredness. For example, items measuring a operators AND/OR. The search was conducted in October–
patient’s perception of patient-centred care regarding per- November 2012 and limited to articles published in the Eng-
sonal hygiene (a specific nursing task) will probably be lack- lish or German between 1997 and 2012 that were indexed
ing in a generic instrument. It would thus seem reasonable with an abstract. The decision to start the literature search in
to provide instruments specific to different professions avail- 1997 was based upon expert opinions that the most relevant
able for measuring the degree of patient-centred care reali- work in the field of patient-centredness has been published
zation. since 1997. References were screened for eligible papers,
There are literature reviews providing an overview of and experts in the field of patient-centred care were con-
tools measuring patients’ perception of patient-centred care tacted by mail and asked about instruments not identified by
in medicine (Mead and Bower 2000; Hudon et al. 2011); the database search. We also included reviews about instru-
however, to the best of our knowledge, there is no review of ments measuring patient-centred care and extracted relevant
instruments measuring patient-centred care in nursing. references.

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After identifying relevant instruments, we conducted a This decision was based on a concept analysis of patient
second search using the instruments’ names and acronyms satisfaction (Mahon 1996) and Cox’s Interaction Model of
as key words (i.e. Individualized Care Scale – ICS, Oncology Client Health Behavior (Cox 2003), both of which regard
Patients’ Perceptions of the Quality of Nursing Care Scale – patient satisfaction as an outcome of client-professional
OPPQNCS, Client-Centred Care Questionnaire – CCCQ) to interaction.
find additional studies using the identified instruments and
reporting on their psychometric properties. SEARCH OUTCOME
A total of 3003 references were imported to EndNote X2,
INCLUSION AND EXCLUSION CRITERIA a software tool for managing bibliographies, citations and
Articles were included in this review if they reported on references. Duplicates were removed either automatically
the development and/or any kind of psychometric testing or by hand (n = 374). The titles and (if they were not
of an instrument measuring patients’ perceptions of meaningful enough) the abstracts of 2629 articles were
PCNC. As there is currently no consensus on how PCNC is then screened by the first author (SK) and potentially rel-
defined, we used three core themes with eight subthemes evant articles were identified (n = 75). Next, we (SK and
and 23 categories derived from a review of the health pol- EF) independently screened the titles and abstracts of the
icy, medicine and nursing literature conducted by Kitson 75 articles; any disagreement about inclusion or exclusion
et al. (2013) to guide our decisions during the inclusion of an article was resolved by discussion. This left 46 arti-
process (table 1). The three core themes are ‘participation cles for full-text screening. We then analysed the entire
and involvement’, ‘relationship between the patient and texts in the remaining articles and included 13 of the 46
the health professional’ and ‘the context where care is in this review. In addition, references of included articles
delivered.’ ‘Participation and involvement’ describes the were checked for eligible articles not identified in the lit-
attitudes of health professionals towards the patient and erature search (n = 31), and six experts in the develop-
the patient’s involvement in decisions about his/her care. ment of patient-centred care instruments were asked
‘Relationship between the patient and the health profes- about other instruments not detected in the literature
sional’ comprises attributes about the relationship between search (n = 2). However, none of the articles or scales
the health professional and patient, intraprofessional com- identified by reference checks or expert survey fulfilled
munication and communication between health profes- our inclusion criteria. After conducting the second litera-
sionals and patients, as well as competencies and skills of ture search, one article of 11 was included additionally.
health professionals. ‘The context where care is delivered’ After that, instruments reported within the reviews were
describes system barriers (e.g. lack or shortage of staff), checked but none of the reported instruments fulfilled
requirements to implement patient-centred care, themes our inclusion criteria or they had already been included
of patient-centred care definitions and the translation of in our search of original articles; thus 12 articles were
patient-centred care into practice. analysed (fig. 1).
Articles were included if the instrument measures at
least two of the core themes and patients0 perceptions of DATA ABSTRACTION
nursing care. Articles were excluded if the reported instru- Data from the identified instruments were extracted by the
ment measures the person-centredness of care provided by first author (SK) using a predefined checklist developed by
physicians, occupational therapists, multidisciplinary teams the authors. Entries were classified as follows: (a) name,
(e.g. physicians and nurses, independently from an exist- abbreviations and version of the instrument; (b) reference
ing nurse-specific subscale) or other allied healthcare pro- (s); (c) theoretical background; (d) structure (number of
viders. Articles were also excluded in cases where the items, scales, subscales); (e) setting where the instrument
instrument is to be filled out by a child, adolescent or per- was tested; (f) information on the translation process, if
sons other than the patient, or if the instrument measures applicable; (g) information about validity and reliability
patient-centredness from the perspective of healthcare pro- based on the taxonomy and measurement property defini-
viders. We based these decisions on the assumption that tions provided by Mokkink et al. (2010); and (h) additional
perceived patient-centredness is an individual perception information. The questionnaire items were also indepen-
that cannot be judged by anyone other than the patient dently cross-checked with the matrix provided by Kitson
him- or herself. et al. (2013). Results of the categorization were discussed
In addition, we excluded articles on the development among the authors and any disagreement resolved through
and psychometric testing of patient satisfaction measures. further discussion.

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Patient-centred nursing care

Table 1 Core themes, subthemes and categories of patient-centred care definitions

Core theme Subthemes Categories


Participation and Patient participation as a respected Respect for patient’s values, preferences
involvement and autonomous individual and expressed needs
Patient as a source of control
Patient actively involved and participating
Autonomy
Care plan based on patient’s Care customized according to patient’s needs
individual needs and values
Transition and continuity
Addressing a patient’s physical and Physical comfort, physical care
emotional needs Emotional support
Alleviation of anxiety
Relationship between Genuine clinician–patient relationship Care based on a continuous healing relationship
the patient and the Clinician–patient relationship
health professional Open communication of knowledge, personal Knowledge shared and information flows freely
expertise and clinical expertise Information, communication and education
between the patient and the professional Feedback mechanisms to measure patient experience
Health professionals have appropriate Skill and competency
skills and knowledge Attributes of the patient-centred professional
A cohesive and co-operative team Cooperation among clinicians a priority
of professionals Differences in perception of role between
doctors, nurses and patients
The context where System issues Policy practice continuum/language used
care is delivered Access
Barriers to patient-centered care
Supportive organizational system
Therapeutic environment

Matrix adapted from Kitson et al. (2013).

RESULTS with no specific name (Smoliner et al. 2009), in the following


referred to as the Smoliner scale.
Twelve articles describe the process of developing and psycho- In the next four sections, theoretical background, devel-
metrically testing an instrument measuring PCNC. Of these opment process and information on validity and reliability of
12 articles, seven describe the Individualized Care Scale (ICS) in every scale are described in detail and table 2 summarizes
its original version, its modification or translations (Suhonen, the findings about the scales0 psychometric properties.
V€alim€aki and Katajisto 2000a,b; Suhonen, Leino-Kilpi and
V€alim€aki 2005; Acaroglu et al. 2011; Petroz et al. 2011; Suho-
nen et al. 2010, 2012b). One article describes the develop- Individualized Care Scale
ment of the Oncology Patients’ Perceptions of the Quality of Nursing
Care Scale (OPPQNCS) (Radwin, Alster and Rubin 2003), THEORETICAL BACKGROUND
another the translation into Finnish and its testing of internal The ICS is the most frequently tested instrument we identi-
consistency and construct validity (Suhonen, Schmidt and Ra- fied. It was originally developed in 2000 by Suhonen and col-
dwin 2007a), and yet another the translation of its short form leagues in a Finnish healthcare setting (Suhonen et al.
into Turkish and testing of internal consistency (Can et al. 2000a,b). The aim of the ICS is to measure adult patients’
2008). One article presents the development and testing of perceptions of individualized care at the time of hospital dis-
the Client-Centred Care Questionnaire (CCCQ) (de Witte, Schoot charge. Two elements of individualized care served as opera-
and Proot 2006). A further report addresses an instrument tional definitions: (1) the patient’s individuality with its

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o berich and E Farin

Search in PubMed Nursing Inquiry


Search in CINAHL
DEVELOPMENT PROCESS
n = 1965 n = 1038
The first draft of the ICS contained 115 items that were
reviewed by a panel of nursing experts and a nurse-
PubMed + CINAHL
n = 3003
researcher. Consecutive reductions led to a total of 93 items.
Remove duplicates
n = 374 The relevance and clarity of these items were judged by 15
Title, abstract screened different nursing experts; this led to the deletion of 50 items.
(1.reviewer)
n = 2629 The revised 43-item instrument was then pilot-tested in a
Not selected
n = 2554 cohort of 30 patients. Subsequently, data obtained from 203
Title, abstract screened patients were used to refine the scale which led to another
(1. and 2. reviewer)
n = 75
six items being deleted. Exploratory factor analysis (EFA)
Not selected n = 29
• No information on instrument revealed a three-factor solution concordant with the theoreti-
development/testing (n = 9)


Not measuring patient-centredness (n = 10)
Measuring patient centredness of physician
cal framework (Scale 1 ‘Patient0 s individuality – PI’ with its

or nurse/physician (n = 9)
Not filled out by patient (n = 1) subscales ‘Patient0 s situation during hospitalization – PIa’
Full-text screened
and ‘Patient0 s personal life situation – PIb’ and scale 2 ‘Facili-
tating participation in decision making – FPD’).
(1. reviewer)
n = 46


Not selected n = 33
Not filled out by patient (n = 8)
In 2005, the theoretical framework was refined and the
• Studies with a known instrument (n = 6)
• Measuring patient centredness of scale revised. Now the ICS consisted of two parts. Part 1,
physician or nurse/physician (n = 10)
• Not measuring (process of) patient- labelled ‘Individualized Care Scale, Part A (ICS-A)’, con-
centredness (n = 7)
• Others (n = 2)
sisted of items reflecting patients’ views on how individuality
n = 13 is supported through nursing interventions. Part 2, labelled
Added through
reference–check of reviews ‘Individualized Care Scale, Part B (ICS-B)’, reflected
(n = 31)
patients’ perceptions of how the individual their own care is.
n = 44
Each of these two parts included three subscales: the clinical
Not selected n = 31 situation, personal life situation and decisional control over
• Not filled out by patient (n = 5)
• Not measuring (process of) patient-
centredness (n = 17)
care. The scale comprises 38 items in all (19 items in Part A
• Measuring patient centredness of
physician or nurse/physician (n = 5) and 19 items in Part B).
• Others (n = 4)
In 2010, the ICS was translated into several different lan-
n = 13 guages and tested in different countries (Greece, Sweden,
Added following personal communication with USA, UK). The translation process led to further scale revi-
experts (n = 2)
sion with the number of items reduced from 38 to 34. The
n = 15
complex process of translation and cross-cultural adaptation
Not selected n = 2
• Not filled out by patient (n = 1) of the ICS took place in several steps, namely forward and
• Not measuring (process of) patient-
centredness (n = 1) backward translations by different translators, a reconcilia-
n = 13
tion process, international focus group discussions and pilot
tests using convenience samples in five countries. The num-
Added through 2nd search (n = 11)
ber of items in the fourth version of the ICS was reduced
n = 24
from 19 to 17 for both parts A (ICS-A) and B (ICS-B) (Suho-
Not selected n = 12
nen et al. 2010). Items have to be rated using a five-point
• Not filled out by patient (n = 5)
• Not reporting psychometric testing (n = 4) Likert scale with the extreme answer categories ‘strongly dis-
• Instruments reported in Reviews did not
fulfill inclusion criteria or were already agree’ (=1) and ‘strongly agree’ (=5). The fourth version was
included (n = 2)
• Report of internal consistency only (n = 1)
also tested in a Canadian (Petroz et al. 2011) and a Turkish
n = 12
patient sample (Acaroglu et al. 2011).
Figure 1 Flowchart of literature search.
VALIDITY AND RELIABILITY
elements (1a) patient’s situation (e.g. physical and psycho- Psychometric properties of the fourth version of the ICS
logical needs) and (1b) the patient’s personal life situation were assessed in five samples from different countries. Cron-
(e.g. life-situation in general) and (2) participation in deci- bach’s alpha values ranged from 0.92 to 0.97 (ICS-A) and
sion-making. Individualized care was defined as nurses’ 0.90 to 0.97 (ICS-B). As expected, EFA revealed a three-fac-
actions taking into account the patient’s individuality and tor solution for the ICS-A and ICS-B. The three factors
facilitating patient participation in decision-making. accounted for 61.9–79.7% (ICS-A) and 58.2–79.7% (ICS-B)

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Patient-centred nursing care

Table 2 Psychometric properties of identified scales

Validity

Content validity
Scale name and version assessed by Construct and criterion validity Internal consistency
Individualized Care Scale – Nurses; Patients Construct Validity Finnish version:
4th version) – Finnish, only for Swedish Structural validity ICS-A: 0.92; ClinA: 0.87;
Greek, Swedish and version EFA: PersA: 0.82; DecA: 0.85
English version ICS-B: 0.90; ClinB: 0.88;
(Suhonen et al. 2010)  Three factor for ICS-A and ICS-B PersB: 0.78; DecB: 0.77
 Factors accountable for n% of the
Greek version:
variance
ICS-A: 0.97; ClinA: 0.96;
1 Finnish version: ICS-A: 61.9%;
ICS-B: 58.2% PersA: 0.90; DecA: 0.92
2 Greek version: ICS-A: 73.9%; ICS-B: 0.97; ClinB: 0.96;
ICS-B: 68.8% PersB: 0.87; DecB: 0.89
3 Swedish version: ICS-A:
Swedish version:
65.6%; ICS-B: 62.1%
4 UK version: ICS-A: ICS-A: 0.93; ClinA: 0.88;
79.7%; ICS-B: 79.7% PersA: 0.84; DecA: 0.89
Cross-cultural validity ICS-B: 0.92; ClinB: 0.88;
Rasch-Analysis:
PersB: 0.80; DecB: 0.84
 Measurement of invariance
between the ICS versions of UK version:
four countries: general ICS-A: 0.97; ClinA: 0.93;
congruence in item PersA: 0.86; DecA: 0.94
calibration ICS-B: 0.95; ClinB: 0.94;
patterns, but slight
differences in PersB: 0.80; DecB: 0.85
the rank order USA version:
ICS-A: 0.94; ClinA: 0.86;
PersA: 0.88; DecA: 0.88
ICS-B: 0.93; ClinB: 0.90;
PersB: 0.78; DecB: 0.78
Individualized Care No information Construct Validity ICS-A: 0.94; ClinA: n/a;
Scale – 4th version – available Structural validity PersA: n/a: DecA: n/a
English version EFA: ICS-B: 0.94; ClinB: n/a;
(Canada)  Three factor for ICS-A and two PersB: n/a; DecB: n/a
(Petroz et al. 2011) factors for ICS-B
 Factors accountable for 69.2%
of the variance in ICS-A and 63.6%
of the variance in ICS-B
Hypothesis-testing
Convergent validity:
 Schmidt Perception of
Nursing Care Survey
(SPNCS) was used (measuring
patient satisfaction)
 Spearman’s Rho: SPNCS vs. ICS-A:
0.76 (95% CI: 0.72, 0.80); SPNCS vs.
ICS-B: 0.80 (95% CI: 0.77, 0.83)

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Table 2 Continued

Validity

Content validity
Scale name and version assessed by Construct and criterion validity Internal consistency
Individualized Nurses Construct Validity ICS-A: 0.92; ClinA: 0.86;
Care Scale – Structural validity PersA: 0.72; DecA: 0.83
4th version – EFA: ICS-B: 0.93; ClinB: 0.89;
Turkish version  Three factor for ICS-A and ICS-B PersB: 0.80; DecB: 0.84
 Factors accountable for 65% of the
(Acaroglu
variance in ICS-A and 62% of the
et al. 2011) variance in ICS-B

Oncology Patients’ Nurses, Construct Validity Total scale: 0.99


Perceptions of the patients Structural validity (Short form: 0.97)
Quality of Nursing EFA: Responsiveness: 0.99
Care Scale  Four factors: (1) Responsiveness, (Short form: 0.95)
(OPPQNCS) (2) Individualization, (3) Individualization: 0.97
Coordination, (4) Proficiency
(Radwin et al. 2003)  Four factors explain 80.5% of (Short form: 0.93)
the variance Coordination: 0.87
(Short form: 0.87)
Proficiency: 0.95
(Short form: 0.95)
Oncology Patients0 No information Construct Validity Total scale: 0.94
Perception of the available Hypothesis-testing Responsiveness: 0.91
Quality of Nursing Individualization: 0.87
Care Scale Convergent validity (Pearson0 s r): Coordination: 0.85
(OPPQNCS) –  Correlation of OPPQNCS subscales Proficiency: 0.90
Finnish version assessing individualized care with
ICS subscales assessing individualized
(Suhonen care: r = 0.64/0.66
et al. 2007a,b)  Correlation of OPPQNCS subscales
assessing individualized care with
Schmidtdt Perception of Nursing
Care Survey subscales assessing
individualized care: r = 0.67

Divergent validity (Pearson0 s r):


 Correlation of OPPQNCS subscales
not assessing individualized care with
ICS subscales assessing individualized
care: r = 0.51–0.60
 Correlation of
OPPQNCS subscales
not assessing individualized
care with Schmidtdt
Perception of Nursing
Care Survey subscales
assessing individualized
care: r = 0.53–0.62

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Table 2 Continued

Validity

Content validity
Scale name and version assessed by Construct and criterion validity Internal consistency
Oncology Patients’ Patients Not assessed Total scale: 0.91
Perceptions of the Responsiveness: 0.74
Quality of Nursing Individualization: 0.79
Care Scale (OPPQNCS) – Coordination: 0.66
Short form – Turkish Proficiency: 0.87
version (Can et al. 2008)
Client-Centred Care Nurses, clients Construct Validity Total scale: 0.94
Questionnaire Structural validity
(CCCQ) (de EFA:
Witte et al. 2006)  One factor
 Factor explains 58% of the variance

Hypothesis-testing
Validity with known groups:
 Differences between clients of three
organizations (P = 0.08)
 Differences between clients of two
organizations (P = 0.049)

Convergent validity:
 Correlation ‘client-centredness’ –
‘overall satisfaction’: r = 0.81

Smoliner Scale Nurses Construct Validity Total scale: n/a


(Smoliner Hypothesis-testing Preferences: 0.84
et al. 2009) Validity with known-groups: Experiences: 0.86
 Group 1: experience with decision-
making = preference of decision-making;
Group 2: experience with decision-
making ¼ 6 preference of decision-making
 Groups differ in overall satisfaction
with decision-making (P < 0.001)

Convergent validity:
 Correlation ‘experiences’ – ‘patient
satisfaction with information process’: r = 0.673
 Correlation ‘preferences’ – ‘patient satisfaction
with information process’: r = 0.358

Internal consistency is displayed as Cronbach’s alpha values; test–retest-reliability was assessed only for the 1st version of the ICS.
EFA: Exploratory Factor Analysis; ICS: Individualized Care Scale; ICS-A: Individualized Care Scale – Part A; ICS-B: Individualized
Care Scale – Part B; ClinA/ClinB: Subscale of ICS-A/B (‘Clinical situation’); PersA/PersB: Subscale of ICS-A/B (‘Personal life
situation’); DecA/DecB: Subscale of ICS-A/B (‘Decisional control over care’).

of the measured variance (Suhonen et al. 2010; Acaroglu sonal life situation’ subscale not loading on a separate factor.
et al. 2011; Petroz et al. 2011). Using data from a Canadian Researchers presumed that this difference in factorial struc-
patient population, EFA revealed only a two-factor solution ture of the ICS-B was based on the different patient popula-
for the ICS-B with items belonging theoretically to the ‘per- tion used in the Canadian study compared with the original

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study0 s population (other medical setting, older patients) also were asked to evaluate the congruence of each item with
and the different cultures in which the studies were con- the conceptual definition that was provided using a four-
ducted. Convergent validity was also assessed in a Canadian point Likert scale. Based on the experts0 rating on the four-
population using the Schmidt Perception of Nursing Care point Likert scale, a content validity index was calculated.
Survey (SPNCS). The Spearman’s Rho correlation coeffi- This process left 59 items to be rated on a six-point Likert
cient between SPNCS and ICS-A was 0.76; between SPNCS scale (1 = never to 5 = always) reflecting the nursing activi-
and ICS-B it was 0.80 (Petroz et al. 2011). A cross-cultural ties0 frequency. Content validity index measures were not
validity study using a Rasch model analysis revealed general provided within the publication.
correspondence in the item calibration patterns across the
different versions, but led to the recommendation to VALIDITY AND RELIABILITY
rephrase and retarget some of the items (Suhonen et al. Psychometric testing was conducted using data from 552
2012b). hospitalized patients. The first analysis led to a deletion of 14
Test–retest reliability was assessed only for the first ver- items, leaving 45 items for further evaluation of construct
sion of the ICS (Suhonen et al. 2000a), with a retest interval validity and internal consistency.
of two weeks. Data from 22 patients were used. The ICS was Exploratory factor analysis revealed a four-factor struc-
administered in the hospital and after patient0 s discharge at ture with 41 items. One item was deleted due to low factor
home. Reliability coefficients (Pearson’s r) of the two scales loading. The remaining 40 items belonged to the factors
(PI and FPD) were 0.81 and 0.82, and for the subscales (PIa responsiveness (22 items), individualization (10 items),
and PIb) 0.65 and 0.79. Suhonen and colleagues considered coordination (3 items) and proficiency (5 items). Cron-
this as preliminary evidence of the ICS scores0 stability over bach’s alpha for the total scale and the subscales were 0.99
time. and 0.87–0.99 respectively. A short form also was devel-
oped containing 18 items with Cronbach0 s alpha of 0.97
for the total scale and an alpha of 0.87–0.95 for the sub-
Oncology Patients’ Perceptions of the Quality of scales.
Nursing Care Scale There is also a Turkish version of the short form of
the OPPQNCS (Can et al. 2008). Forward and backward
THEORETICAL BACKGROUND translation of the OPPQNCS into the Turkish language
The OPPQNCS measures the quality of cancer nursing was conducted by independent translators. The transla-
care from the patient’s perspective; it is based on the mid- tors0 professions were not reported. Back-translated ver-
dle-range theory of high-quality cancer nursing care devel- sions were compared with the original, and revisions and
oped by its author (Radwin and Alster 1999; Radwin modifications made by bilingual experts in nursing
2000). The theory comprises two multidimensional con- research and clinical nursing. Total scale0 s Cronbach0 s
cepts: (1) attributes of high-quality cancer nursing care alpha of the Turkish version was 0.91. and 0.66–0.87 for
with the dimensions (1a) professional knowledge, (1b) the subscales.
continuity, (1c) attentiveness, (1d) coordination, (1e) part- A Finnish version was tested in 2007 (Suhonen et al.
nership, (1f) individualization, (1g) rapport and (1h) car- 2007a,b). The original version was translated into Finnish by
ing; and (2) the concept of outcomes. However, in a nursing scientist and a professional translator. The two ver-
developing the OPPQNCS, only the first concept was oper- sions were compared and a conjoint version was back-trans-
ationalized. lated into English by another professional translator.
Cronbach0 s alpha was assessed using data of 861 patients.
DEVELOPMENT PROCESS Alpha value of the total scale was 0.94 and 0.85–0.91 for the
In the first step, 112 items were created, then evaluated for subscales. Convergent validity was assessed by correlating
clarity and relevance and matched with qualitative data subscale of the OPPQNCS, ICS and SPNCS all assessing
which left 85 items. These items were assessed for content aspects of individualization in nursing care. Pearson0 s r was
validity by an expert panel consisting of five patients, two 0.64–0.66 (OPPQNCS-ICS) and 0.67 (OPPQNCS-SPNCS).
nurses with doctoral degrees, one executive director of a In addition, divergent validity was assessed by correlating OP-
patient-advocacy group and a survey scientist. Each expert PQNCS subscale not assessing individualized care with ICS
received the definition of the concept being measured and a and SPNCS subscales assessing individualization. Pearson r
list of the concept’s eight dimensions. Raters were told to was 0.51–0.60 (OPPQNCS-ICS) and 0.53–0.62 (OPPQNCS-
indicate which item belonged to which dimension. Raters SPNCS).

114 © 2014 John Wiley & Sons Ltd


Patient-centred nursing care

Client-centred care questionnaire described by Charles, Gafni and Whelan (1999) who discrim-
inate three stages of treatment decision-making: (1) informa-
THEORETICAL BACKGROUND tion exchange, (2) deliberation and (3) deciding on
De Witte, Schoot and Proot developed the CCCQ based on treatment to implement. The model was applied to nursing
their work on how clients experience care as client-centred setting and the stages operationalized.
(Schoot et al. 2005a,b). According to the illustrated frame-
DEVELOPMENT PROCESS
work, clients experience their care ‘as client-centred when they
Twenty-nine items were formulated and attributed to one of
feel recognized and respected by the nurse and when they
the three stages by a panel of nursing scientists. Items were
experience autonomy with respect to the way in which care is
discussed, and consecutively reduced to nine items. Three
delivered’ (de Witte et al. 2006, 63). These expectations com-
clinical nurse specialists and two nursing scientists evaluated
prise five central values: (a) autonomy, (b) continuity of life, (c)
content validity. Six patients evaluated the items’ compre-
uniqueness, (d) comprehensiveness and (e) fairness. Regard-
hensibility and usability. A tripartite questionnaire was then
ing the care relationship, three underlying values were identi-
devised that was pretested by six patients. Parts 1 and 2 were
fied: (a) equality, (b) partnership and (c) interdependence.
handled as subscales. Part 1 comprises questions about
DEVELOPMENT PROCESS patient preferences regarding information exchange, delib-
eration and decision-making. Part 2 evaluates the patient’s
Fifteen scale items were formulated, each of which refers to
perception of the three stages, and Part 3 collects sociode-
several of the values and expectations mentioned above.
mographic data. Items in part 1 and 2 could be rated using a
Content validity of the 15 items was assessed through discus-
six-point Likert scale with different poles depending on the
sion by a group of experienced nurses and experienced cli-
item0 s content.
ents. Afterwards, the instrument was tested in six clients of
different ages, gender and educational levels. Items have to VALIDITY AND RELIABILITY
be rated using a five-point Likert scale. Likert scale ranged
The first two parts of the questionnaire were psychometri-
from 1 (totally disagree) to 5 (totally agree).
cally tested using data from 967 hospitalized patients. Cron-
VALIDITY AND RELIABILITY bach’s alpha revealed internal consistency values of 0.84 and
0.86 for the subscales. Convergent validity was evaluated by
Using data from 107 subjects, construct validity was evaluated
correlating a question on overall satisfaction with scores for
via EFA revealing a one-factor solution that explained 58%
Part 2 of the questionnaire (r = 0.67). As expected, the cor-
of the measured variance. Internal consistency using Cron-
relation between satisfaction and the first part of the ques-
bach’s alpha was 0.94. Validity with known groups was calcu-
tionnaire was low (r = 0.36).
lated comparing clients’ scores in three different home-care
Construct validity (known groups) was tested assessing
organizations. Only the difference in two of the three
the relationship between overall satisfaction with decision-
organizations was statistically significant (P = 0.049). The
making of patients (1) whose experience with decision-mak-
hypothesis behind assessing validity with known groups was
ing correspond to their preferences about decision-making
not stated. However, the authors claimed that differences
and (2) patients whose expectations were not met. Patients
had been anticipated based on their previous research.1 The
whose expectations regarding decision-making were met
correlation between perceived client-centredness and overall
scored significantly higher in overall satisfaction with
satisfaction with care was used to assess convergent validity.
decision-making than those with unmet expectations
These constructs were highly correlated (r = 0.81).
(P < 0.001). Patients whose expectations regarding decision-
making were met scored significantly higher in overall
satisfaction with decision-making than those with unmet
Smoliner Scale
expectations (P < 0.001).

THEORETICAL BACKGROUND
The Smoliner scale aims to measure the favoured and per- Theoretical background and dimensions of
ceived process of shared decision-making in the nursing set- person-centred care instruments
ting. It is based on the model of treatment decision-making
Two of the instruments’ developers derived the instru-
ments’ theoretical background from earlier studies they
1 L. de Witte, personal communication, May 10, 2014. had conducted. Not surprisingly, there was not one single

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o berich and E Farin

concept on which the instruments were based; however, we interviews with them. The ICS’s concept is based on an
identified commonalities among all four instruments extensive literature review that led to a rather broad
(table 3). patient-centred care concept, and the Smoliner scale is
Using the patient-centred care matrix provided by Kitson based on a medical treatment decision-making model. The
et al. (2013), all instruments contained items that can be OPPQNCS is the only instrument that partially covers con-
allocated to the core themes ‘patient participation and textual issues of patient-centred care and thus seems to
involvement’ and ‘relationship between the patient and lean towards patients’ views thereof to a greater extent
health professional.’ Only one instrument (OPPQNCS) than the other instruments. When choosing one of these
incorporated items addressing the core theme ‘context instruments, one should also keep in mind that the CCCQ
where the care is delivered’ (e.g. ‘the nurse arranged the and OPPQNCS were developed in specific settings and for
same nurses to care for me regularly’). particular patient populations that can have different
All instruments comprised items that can be allocated to wishes, needs and preferences in terms of the individuali-
the subthemes ‘patient’s participation (in their care) as a zation of nursing care. Further research on the differences
respected and autonomous individual’, followed by ‘open in perceived patient-centredness in various patient popula-
communication of knowledge, personal expertise and clini- tions is therefore needed.
cal expertise between the patient and the professional’, Despite the limitations of some psychometric evaluations
shared by three of the instruments. Only the OPPQNCS of the PCNC instruments, preliminary evidence supports the
incorporated items related to the subthemes ‘a cohesive co- use of the instruments in research and practice. Internal
operative team of professionals’ and ‘system issues.’ consistency exceeded the generally-accepted threshold of
Cronbach’s alpha of ≥0.7 (except the subscale ‘Coordina-
DISCUSSION tion’ of the Turkish version of the OPPQNCS short form).
Structural validity was tested for three of four instruments
To the best of our knowledge, this is the first systematic using EFA. Variance, as explained by extracted factors,
review of instruments measuring patient’s perception of exceeded the acceptable minimum of 50% in all cases. How-
PCNC. Having reviewed an initial sample of more than 2600 ever, EFA is only partially useful when evaluating whether
articles, we identified four instruments measuring different extracted factors are consistent with the underlying theoreti-
aspects of patient-centredness in nursing care. We have dem- cal concept. Confirmatory factor analysis for establishing
onstrated that only one instrument (the OPPQNCS) takes a strong evidence of the extent to which an instrument0 s struc-
broad perspective of the patient-centred care concept in ture corresponds to the underlying theory was not applied,
terms of measuring all three dimensions of patient-centred but it should be in future studies to establish structural
care according to the matrix of Kitson et al. (2013). What validity.
patient-centred care precisely is and what it comprises is However, evidence is lacking for the stability of all instru-
actively discussed in all healthcare fields. Several concepts of ments. Only the first version of the ICS was evaluated for
patient-centred care have been developed so far, but each test–retest reliability, with satisfactory correlation between
was primarily developed from the perspective of a single first and second administration; however, this was tested in a
health profession, leading to different conceptualizations of small cohort. Overall, test–retest reliability is a neglected
patient-centred care. Patients themselves, however, do not domain of measurement properties in these instruments
distinguish between different professions when discussing that requires further investigation.
patient-centredness. They tend to view patient-centredness In addition, all instruments lack evidence of adequate
in terms of the staff and the system in which care is taking validity. Assessing concurrent validity as an element of crite-
place (Marshall, Kitson and Zeitz 2012). Instruments devel- rion validity is difficult because there is no generally
oped to measure PCNC should therefore incorporate ques- accepted definition of PCNC, leading to the absence of a
tions about specific nursing tasks and take patients0 views on gold standard to measure PCNC. Hypothesis testing as one
patient-centred care into account; thus instruments need to measure of assessing the validity of an instrument was most
incorporate questions regarding both staff and the system of commonly used in the instruments0 developmental process.
care. Two instruments were assessed for validity with known
The various theoretical backgrounds of the four instru- groups (CCCQ, Smoliner scale) and three instruments (in
ments we identified reflect this discussion. The back- their original version) for convergent validity (ICS, CCCQ,
grounds of the CCCQ and the OPPQNCS focus on Smoliner scale). The Finnish version of the OPPQNCS was
patients’ views of patient-centredness derived from tested for convergent validity as well. Evaluation of

116 © 2014 John Wiley & Sons Ltd


Patient-centred nursing care

Table 3 Instruments’ dimensions of person-centred care

Dimensions of patient-centredness Instruments

ICS
Core theme Subthemes (4th version) OPPQNCS CCCQ Smoliner Scale
Participation and Patient participation + + + +
involvement Care plan based on +  + 
individual needs
Care addresses needs + +  
Relationship between Genuine clinician-patient  + + 
the patient and the relationship
health professional Open communication + +  +
between the patient
and the professional
Appropriate skills and  + + 
knowledge of health
professions
A cohesive and  +  
co-operative team
of professionals
The context where System issues  +  
care is delivered

Dimensions according to the matrix of Kitson et al. (2013) – see table 1. ICS: Individualized Care Scale; CCCQ: Client-Centred
Care Questionnaire; OPPQNCS: Oncology Patients’ Perceptions of the Quality of Nursing Care Scale.

instruments0 convergent validity usually lacks a clear descrip- evidence of validity. Porter (2011) critically pointed out that
tion of the underlying hypothesis and theory. To correlate three points should be considered regarding associations
the scores of instruments measuring patients0 satisfaction between related constructs. First, simple correlations calcu-
with those of instruments evaluating patient-centredness lating should be replaced by more sophisticated approaches
might make sense initially; however, not all the reports pro- (e.g. multiple regression). Second, related constructs0 corre-
vide a clear explanation of how these constructs correlate in lations might be high even though measures of the related
theory. Nevertheless, this might foster the understanding of construct are systematically biased, which he calls the ‘corre-
the constructs0 correlation and contribute to strengthening lation fallacy in validity research’ (Porter 2011, 50). And
the validity instrument being developed. None of the instru- third, there are often no clear criteria for declaring correla-
ments were assessed for discriminant validity. To establish tions to be substantively significant or not.
any instrument0 s validity, it should be mandatory to assess The reported process of evaluating content validity was
convergent and discriminant validity and validity with known hampered by a lack of important information in some arti-
groups. For example, assessing the correlations between cles. It is often unclear when and how patients were
patients0 satisfaction with nursing care and PCNC or the cor- involved. Because PCNC instruments are designed to reflect
relation between the nursing systems (process oriented vs. patients’ views on patient-centred care, patient feedback on
patient oriented, such as primary nursing) with PCNC in understanding the items and their perception of whether
terms of assessing validity with known groups might be help- or not they reflect the concept intended to be measured is
ful. Furthermore, assessing the correlation between PCNC crucial (U. S. Food and Drug Administration 2009). Only
and patient-oriented communication as an element of PCNC the items in the Swedish version of the ICS, the OPPQNCS
might help to establish validity of PCNC instruments. How- and CCCQ were evaluated by patients/clients regarding
ever, one must consider that these approaches to assess con- content validity. The reports by Suhonen et al. (2000a,b),
vergent validity as well as discriminant validity bear the risk Smoliner et al. (2009) and Petroz et al. (2011) lack detailed
of interpreting high correlations between the constructs as descriptions of whether – and, if so, how – patients were

© 2014 John Wiley & Sons Ltd 117


S K€
o berich and E Farin

involved. For further refinement of these scales or when the high internal consistency of alpha = 0.99, a short form
developing new ones, we recommend that patients be was developed to reduce redundancy of items. Test–retest
incorporated in all phases of the developing process, espe- reliability was not assessed. Only EFA was used to assess struc-
cially when evaluating content validity or the items0 compre- tural validity. Construct validity in terms of hypothesis testing
hensibility and relevance (U. S. Food and Drug was not assessed. Data on cross-cultural validity are missing
Administration 2009). In addition, it is important to involve from the Turkish and Finnish versions of the instrument.
patients to determine the consequences of using such The OPPQNCS requires further testing to ensure its validity
instruments as another aspect of validity (Hubley and Zu- and reliability.
mbo 1996). De Witte and colleagues’ CCCQ was designed for use in
The translation process of some of the instruments home-care settings. Content validity was assessed by nurses
reported is generally well described. Translations were often and clients. Internal consistency is good (Cronbach0 s
done by professional translators. Whether these translators alpha = 0.94). Its authors did not assess test–retest reliability.
had a professional healthcare background or knowledge Construct validity in terms of structural validity was only
about the contents being measured was not reported. How- assessed using EFA. Hypothesis-testing (validity with known
ever, not having knowledge about the profession-related groups, convergent validity) were well assessed. Data on dis-
meanings of items could lead to misinterpretation and mis- criminant validity are missing.
translation of the instruments0 items. Patients were not The Smoliner Scale was developed for use in patients in
involved in translation process. This might also limit content hospitals and based on a model of treatment decision-mak-
validity, because patients from different cultures may per- ing. Patients did not review content validity; internal consis-
ceive patient-centredness differently. In summary, although tency was calculated with alpha of 0.84 and 0.86, respectively.
aspects of validity and reliability have been tested in all the Structural validity was not assessed; convergent validity and
instruments described, further assessment of these criteria is validity with known groups were assessed. As with the other
needed. instruments, the authors did not assess test–retest reliability.
Our systematic review highlights the need for validity Structural, discriminant and test–retest validity should be
assessment involving patient and clients. Evidence is also evaluated in future studies.
lacking of the instruments’ convergent and discriminant
validity, validity with known groups, structural validity in LIMITATIONS
terms of using confirmatory factor analysis, test–retest reli-
ability and cross-cultural validity. Only the ICS was suffi- Our review contains some limitations. First, the search strat-
ciently tested for its administration in different cultures. The egy may not have captured all relevant instruments measur-
lack of assessing important aspects of validity and test–retest ing patients’ perceptions of PCNC. We conducted the
reliability is a major weakness of all the current instruments literature research in the most extensively used databases,
measuring PCNC. PubMed and CINAHL, but decided not to conduct a search
The following conclusion can be drawn regarding instru- for the grey literature due to difficulties in tracing articles sys-
ments reviewed. The ICS is the most commonly used and tematically and thoroughly. Furthermore, our exclusion cri-
best-tested instrument measuring PCNC. However, patients teria ruled out instruments measuring patient satisfaction,
were not involved in its development. The ICS reveals good which may have caused us to miss some instruments measur-
internal consistency; test–retest reliability was only assessed ing the target trait of patient-centredness. We are aware that
for the first version of the instrument, providing preliminary patient satisfaction is sometimes referred to interchangeably
evidence of stability. Structural validity was assessed using with patient-centredness and that patient-centredness is
EFA with different results (two factors vs. three factors), sometimes regarded as a component of patient satisfaction.
meaning that the ICS0 s structure has not so far been con- However, we considered patient satisfaction as an outcome
firmed. The ICS is related to patient satisfaction and displays rather than a process in nursing-care. As we aimed to provide
cross-cultural validity. In further studies using the fourth ver- an overview of instruments measuring the PCNC process,
sion of the ICS, test–retest reliability, convergent and discri- addressing patient satisfaction was not within the scope of
minant validity as well as validity with known groups should this review.
be investigated. Structural validity should be reassessed using Moreover, we did not include instruments measuring
confirmatory factor analysis. only one of the three themes of patient-centredness as cited
The OPPQNCS was developed for oncology patients. in the work of Kitson et al. (2013). There are instruments
Content validity was assesses by nurses and patients. Due to that only measure one of the themes – for example, the

118 © 2014 John Wiley & Sons Ltd


Patient-centred nursing care

context in which patient-centred care is being delivered (Ed- appropriate outcome to assess. A shift from nursing-
vardsson, Fetherstonhaugh and Nay 2011). Again, including defined outcomes to patient-defined outcomes or a mix of
these instruments was not within the aim of this study. both seems reasonable when talking about patient-centred-
In addition, we analysed aspects of validity and reliability ness. Therefore, evaluating the contribution of patient-
according to the proposed classification by Mokkink et al. centredness in preventing pressure ulcer could potentially
(2010). Their classification was developed using a Delphi- add another perspective to evidence-based nursing care
Study with international experts from the field of epidemiol- and might prove to be an important but still neglected
ogy, statistics, psychology and clinical medicine. However, we influencing factor in evaluating patient outcomes. This
are aware that this classification might be viewed as a some- overview of PCNC instruments enables us to select an
what classical approach of reporting validity. There is an alter- appropriate instrument when measuring nursing outcomes
native validity concept developed in 1970s which emphasizes or when planning to develop a new instrument tailored to
that validation is an ongoing process and ‘is about the infer- a specific patient population and care setting.
ence, interpretation, actions or decisions that are based on a
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