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. 2017 Aug 1;22(4):872–903. doi: 10.1111/bjhp.12260

Table 1.

A summary of the measures used to monitor fidelity of delivery and engagement

Fidelity (n = 44; 100%) Engagement (n = 46, 100%)
What was measured?
  • Delivery of intervention components compared with intervention protocol (n = 20; 45.5%)1,5,6,10,11,16,20 (specifically BCTs) 26,28,29,30,31,35,39,40,51,55,59,60,66

  • Motivational interviewing adherence/fidelity/infidelity (n = 6; 13.6%)7,22,57,58,63,64

  • Dose delivered and fidelity (n = 6; 13.6%)2,14,23,36,42,49

  • Fidelity of delivery but unclear which aspect as results not reported (n = 2; 4.5%)19,21

  • Dose of intervention components (n = 2; 4.5%)24,62

  • Competence and success delivering behaviour change strategies (n = 1; 2.3%)41

  • Treatment integrity/demonstration of skills (n = 1; 2.3%)25

  • Extent to which environmental changes made (n = 1; 2.3%)50

  • Consistency and quality of use of innovation (n = 1; 2.3%)33

  • Motivational interviewing fidelity, dose, and context (n = 1; 2.3%)38

  • ‘Quality of counselling’ – use of skills and therapeutic alliance (n = 1; 2.3%)27

  • Number of times skills were modelled and telephone fidelity (n = 1; 2.3%)34

  • Clinician competence/demonstration of intervention method (n = 1; 2.3%)48

  • Adherence to target behaviour (n = 7; 15.2%)3,4(+Skills),13,15,19,37,43

  • Attendance (n = 7; 15.2%)9,40,44,46,54,56,65

  • Understanding (receipt) and use of intervention skills (enactment) (n = 3; 6.5%)6,35,48

  • Understanding and engagement (n = 2; 4.34%)42,51

  • Compliance and attendance (n = 2; 4.34%)18,47

  • Adherence to target behaviour and attendance (n = 2; 4.34%)17,52

  • Completion of study visits (n = 2; 4.34%)21,41,

  • Intervention enactment – use of BCTs (n = 1; 2.17%)25

  • Receipt, enactment, homework compliance, and attendance (n = 1; 2.17%)39

  • Dose received/exposure – assignments completed (n = 1; 2.17%)2

  • Dose received – intervention receipt and compliance (n = 1; 2.17%)14

  • How much learned/adopted, helpfulness, and current use (n = 1; 2.17%)11

  • Effectiveness of intervention – trying practices, participating, influencing practice, comprehension, future participation (n = 1; 2.17%)16

  • Adoption of intervention and maintenance (n = 1; 2.17%)29

  • Dose of intervention received (n = 1; 2.17%)36

  • Receipt and reaching goals (n = 1; 2.17%)30

  • Participation in activities, dose, and checklist completion (n = 1; 2.17%)5

  • Activity adherence, sessions delivered, telephone contact (n = 1; 2.17%)12

  • Adherence to target behaviour and diary (n = 1; 2.17%)38

  • Adherence to target behaviour, attendance, and diary (n = 1; 2.17%)53

  • Exposure to intervention – attendance/receipt of calls (n = 1; 2.17%)32

  • Uptake of intervention – attendance/use of modules (n = 1; 2.17%)8

  • Attendance, reading materials, usefulness, meeting goals (n = 1; 2.17%)61

  • Attendance and completion of diaries (n = 1; 2.17%)64

  • Completion of diaries (n = 1; 2.17%)10

  • Completion of home assignments, self‐monitoring, attendance (n = 1; 2.17%)23

  • Homework adherence and commitment (n = 1; 2.17%)24

  • Completion of homework, receipt of information, telephone calls (n = 1; 2.17%)55

Type of measures used Observational measures (n = 17; 38.6%):
  • Video (n = 2; 4.55%)27,51

  • Audio (n = 13; 29.5%)7,19,21,22,38,40,45,48,55,57,58,63,64

  • Non‐specific (n = 2; 4.55%)1,34


Self‐report measures (n = 15; 34%):
  • Provider (hand) (n = 7; 15.9%)6,10,14,16,41,42,59

  • Provider (computer) (n = 3; 6.8%)24,23,36

  • Participant (hand) (n = 2; 4.6%)28,11

  • Participant (computer) (n = 1; 2.3%)49

  • Non‐specific (computer) (n = 2; 4.6%)62,66


Multiple measures (n = 11; 25%)
  • Provider and participant self‐report (n = 4; 9%)2,30,35,50

  • Audio and provider self‐report (n = 3; 6.8%)20,26,39

  • Video + provider self‐report (n = 1; 2.3%)5

  • Observation and exercise log (participant) (n = 1; 2.3%)31

  • Direct observation and rating (n = 1; 2.3%)29

  • Participant self‐report and patient files (n = 1; 2.3%)60


Other measures (n = 1; 2.3%)
  • Quantitative rated interviews with providers (n = 1; 2.3%)33

Self‐report measures (n = 18; 39.1%)
  • Participant (n = 14; 30.4%)11,13,14(R),16,19,25,30,35,36,37,38,43,48,55

  • Provider (n = 4; 8.7%)10,41,42,51


Multiple measures (n = 17; 37%):
  • Provider and participant self‐report (n = 3; 6.5%)2,3,5

  • Participant self‐report and attendance records (n = 3; 6.5%)18,23,32

  • Provider and participant self‐report and attendance records (n = 2; 4.3%)17,47

  • Attendance records and behaviour monitoring (n = 2; 4.3%)53,64

  • Direct observation and provider and participant self‐report (n = 1; 2.2%)12

  • Non‐specific observation and provider self‐report (n = 1; 2.2%)4

  • Provider self‐report, attendance records, homework review (n = 1; 2.2%)39(R&E)

  • Participant self‐report and verbal verification (n = 1; 2.2%)6(R&E)

  • Provider self‐report and homework review (n = 1; 2.2%)24

  • Participant self‐report and objective verification (n = 1; 2.2%)15

  • Provider self‐report and attendance records (n = 1; 2.2%)52


Intervention records (n = 11; 24%)
  • Attendance/referral records (n = 10; 21.7%)8,9,29,40,44,46,54,56,61,65

  • Study completion (n = 1; 2.2%)21

More details about measures Who completed the measures?
  • Researcher (n = 18; 40.9%)1,7,21,22,27,29,33,34,38,40,45,48,51,55,57,58,63,64

  • Provider (n = 11; 25%)6,10,14,16,19,23,24,36,41,42,59

  • Provider and participant (n = 4; 9.1%)2,30,35,50

  • Provider and researcher (n = 4; 9.1%)5,20,26,39

  • Participant (n = 3; 6.8%),11,28,49

  • Participant and researcher (n = 2; 4.55)31,60

  • Not specified (n = 2; 4.55)62,66

Who completed the measures?
  • Participant (n = 14; 30.4%)11,13,14(R),16,19,25,30,35,36,37,38,43,48,55

  • Researcher (n = 13; 28.3%)8,9,21,29,40,44,46,53,54,56,61,64,65

  • Participant and researcher (n = 6; 13%)6(R&E),15,18,23,24,32

  • Provider (n = 4; 8.7%)10,41,42,51

  • Provider and participant (n = 3; 6.5%)2,3,5

  • Provider and researcher (n = 3; 6.5%)4,39(R&E),52

  • Provider, participant, researcher (n = 3; 6.5%)12,17,47

Development of measures
  • Not specified (n = 31; 70.45%)1,5,11,14,16,19,23,24,27,28,29,30,31,33,35,36,38,39,40,41,42,48,49,50,51,55,59,60,62,64,66

  • Used a previously developed measure (n = 8; 18.18%)

    • Motivational interviewing treatment integrity code (Moyers et al., 2003 as cited in57,58, 2007, as cited in22): (n = 3; 6.8%)22,57,58

    • MITI + Motivational interviewing skill code (Miller et al., 2003) (n = 2; 4.5%)7,63

    • Behaviour Change Counselling Index (Lane et al., 2005) (n = 2; 4.5%)21,45

    • Flanders Interaction Analysis Technique (n = 1; 2.3%)34

  • Developed own measure: (n = 5; 11.36)2,6,10,20,26

Development of measures
  • Not specified: (n = 42; 91.3%)2,3,5,6,8,9,10,11,12,13,14,15,16,17,18,19,21,23,24,25,29,30,32,35,36,37,38,39,40,41,42,44,46,47,48,53,54,55,56,61,64,65

  • Used previously developed measure (n = 3; 6.5%)

    • DASH adherence index: (n = 1; 2.17%)43

    • Pittsburgh Rehabilitation Participation scale (n = 1; 2.17%)51 (engagement,understanding not specified)

    • Participation scale and the participation scale and recovery practice scale (n = 1; 2.17%)52

  • Developed own measure and used measures that were previously developed: (n = 1; 2.2%)4

Responses on measures
  • Not specified (n = 23; 52.3%)1,6,7,10,16,19,21,22,23,24,31,34,35,38,39,40,42,48,49,51,62,64,66

  • Rating scales (n = 12; 27.3%)

    • 3‐point scale (completely covered, partially covered, not covered) (n = 1; 2.27%)5

    • 4‐point scale (n = 1; 2.27%)45

    • Two 4‐point rating scales (unsatisfactory, doubtful, satisfactory, good’, ‘not at all, hardly, slightly, considerably, strongly’ + Not applicable (n = 1; 2.27%)27

    • Two 4‐point scales (‘Excellent, good, fair, poor’ and ‘used well, used well but not often, used well and not well, not used or not used well) (n = 1; 2.27%)29

    • 5‐point scale (Totally disagree – totally agree) (n = 1; 2.27%)2

    • 5‐point scale (‘Never, most of the time, often, always, do not remember’) (n = 1; 2.27%)30

    • 5‐point scale (‘Non‐use, low compliance, compliant use, high compliance, committed use’) (n = 1; 2.27%)33

    • 7‐point scale (low (1), high (7)) + behaviour counts (n = 2; 4.5%)57,58

    • 7‐point scale (n = 1; 2.27%)63

    • Eight point scales (no adherence – optimal adherence and no competence – excellent competency) (n = 1; 2.27%)55

    • 10‐point scale (very bad to very good) + three point scale (yes/partly/not implemented) (n = 1; 2.27%)14

  • Dichotomous scale: (n = 8; 18.2%)

    • Yes/no (n = 5; 11.4%)11,28,41,59,60

    • Applied(1)/not applied (0) or completed (1)/not completed (0) (n = 2; 4.5%)20,26

    • Completed)(1)/not completed(0) (n = 1; 2.27%)36

  • Rating scale and dichotomous scale (n = 1; 2.3%)

    • 4‐point scale (rarely (1), sometimes (2), often (3), most/all of the time (4) and yes (1)/no (0) (n = 1; 2.3%)50

Responses on measures
  • Not specified: (n = 29; 63%)2,3,5,6,8,9,12,13,15,17,18,19,21,23,29,30,32,35,37,38,40,42,44,48,53,54,56,61,65

  • Rating scales (n = 12; 26.1%)

    • 3‐point scale adherence (poor, fair, excellent), others not specified (n = 1; 2.17%)4

    • 3‐point scales: perceived helpfulness (0 not at all, 2 very much) + currently using (0 not at all, 2 very much) (n = 1; 2.17%)11

    • 3‐point scale (0 = effectively non‐compliant, 0.5 = uncertain or partly compliant, 1 = compliant) (n = 1; 2.17%)47

    • 3‐point scales (yes/no/don't know and ‘very helpful, neither helpful nor unhelpful, very unhelpful’), four point scale (most, all, some, none), (n = 1; 2.17%)36

    • 3‐point scale (Better than target range [>1], 0–1 within target range, worse than target range [<0]): (n = 1; 2.17%)43

    • 3‐point Likert scale (very low to very high) (n = 1; 2.17%)52

    • 3‐point scale (n = 1; 2.17%)64

    • 4‐point scale (dissatisfied to very satisfied) (n = 1; 2.17%)55

    • 4‐point scale (1 missed most–4 missed none) and 10 point scale (1 none, 10 complete) (n = 1; 2.17%)24

    • 5‐point Likert scale: (n = 1; 2.17%)16

    • 6‐point Likert scale (1 no engagement, 6 excellent engagement) and 3‐point scale (1 minimal understanding, some understanding, good understanding) (n = 1; 2.17%)51

    • 7‐point scale (Never, <3 months ago, 4–6 months ago, 7–9 months ago, 10–12 months ago, 1–2 years ago, <2 years ago) (n = 1; 2.17%)46

  • Dichotomous scales (n = 3; 6.5%)

    • Yes/no: (n = 3; 6.5%)10,25,41

  • Rating scale + dichotomous scale (n = 2; 4.4%)

    • 3‐point scale (yes/no/don't know) and dichotomous scale (yes/no): (n = 1; 2.17%)14

    • 3‐point scale (0 not at all, fully) – measure receipt. 5‐point scale (1 not at all, 5 extremely) measure willingness, interest and supportiveness and dichotomous scale (attempted, not attempted) – to measure enactment (n = 1; 2.17%)39

Sample How many participants were sampled?
  • Not specified (n = 23; 52.3%)1,2,5,7,11,14,16,19,21,22,23,28,34,35,41,42,49,50,57,58,60,62,66

  • Subsample (n = 16; 36.4%)10 26,27,29,30,31,33,36,38,40,45,48,51,55,63,64

    • Reported number of sessions sampled (n = 4; 9%)26,27,31,63

    • Reported number of clinicians/sites data was sampled from (n = 4; 9%)10,29,30,33

    • Reported the percentage of sessions sampled (n = 6; 13.6%)36,38,40,45,51,55

    • Reported sampling some but not all but did not specify how many (n = 2; 4.5%)48,64

  • All (n = 5; 11.4%):6,20,24,39,59

How many participants were sampled?
  • Not specified (n = 45; 97.8%)2,3,4,5,6,8,9,10,11,12,13,14,15,16,17,18,19,21,23,24,25,29,32,35,36,37,38,39,40,41,42,43,44,46,47,48,51,52,53,54,55,56,61,64,65

  • Subsample (n = 1; 2.2%)30

    • Reported sampling a number of participants (n = 1; 2.2%)30

How were participants sampled?
  • Not specified: (n = 25; 56.8%)1,2,5,7,11,14,16,19,21,22,23,28,29,30,34,35,36,38,41,42,49,50,60,62,66

  • Random (n = 8; 18.2%)31,40,51,55,57 (random segment),58 (random segment),63,64,

  • N/A (sampled all: n = 5; 11.4%)6,20,24,39,59

  • Purposive: (n = 3; 6.8%)26,27 (previously defined days),33

  • Self‐selected (n = 1; 2.3%)48

  • Opportunity: (n = 1; 2.3%)45

  • Stratified: (n = 1; 2.3%)10

How were participants sampled?
  • Not specified: (n = 46; 100%)2,3,4,5,6,8,9,10,11,12,13,14,15,16,17,18,19,21,23,24,25,29,30,32,35,36,37,38,39,40,41,42,43,44,46,47,48,51,52,53,54,55,56,61,64,65

Which conditions were participants sampled from?
  • Not specified (likely intervention only) : (n = 38; 86.4%)1,5,6,10,11,14,16,19,20,21,22,23,26,27,28,29,30,31,33,34,35,36,38,39,40,41,42,45,49,55,57,58,59,60,62,63,64,66

  • All: (Explicitly reported) (n = 4; 9.1%)48,51,7,50

  • Intervention(s) (n = 2; 4.5%)2,24

Which conditions were participants sampled from?
  • Not specified (likely intervention only): (n = 35; 76.1%)5,6,8,9,10,11,12,14,15,16,19,21,23,29,30,32,36,37,38,39,40,41,42,43,44,46,47,48,52,54,55,56,61,64,65

  • All (explicitly reported): (n = 9; 19.6%)2,3,18,35,4,13,17,51,53

  • Intervention(s) (n = 2; 4.3%)24,25

Analysis method
  • Descriptive statistics (n = 29; 65.9%)1,5,6,10,11,14,16,22,23,27,28,29,30,31,33,34,36,38,39,41,42,45,49,55,57,58,59,60,66

  • Descriptive and inferential statistical techniques (n = 11; 25%)2,7,20,24,26,35,48,50,51 (inferential not specified) 62,63

  • Not reported (n = 4; 9.1%)19,21,40,64

  • Descriptive statistics (n = 37; 80.4%)3,4,5,6,8,9,10,11,12,14,15,16,18,19,21,23,29,30,32,35,36,37,38,40,41,42,44,46,47,48,52,54,55,56,61,64,65

  • Descriptive statistics and Inferential statistical techniques (n = 9; 19.6%)2,13 (inferential stats not specified) 17,24,25,39,43,51,53

Framework/model
  • Framework not specified/mentioned (n = 53; 80.3%)1,3,4,5,7,8,9,11 (mentioned in discussion),12,13,15,16,17,18,19,21,23,24,25,27,28,30,32,33,34,35,36,37,38,40,41,43,44,45,46,47,48,49,51,52,53,54,55,56,57,58,59,61,62,63,64,65,66

  • Used a framework (n = 13; 19.7%)2,6,10,14,20,22,26,29,31,39,42,50,60

    • Steckler and Linnan's (2002, as cited in2,14,42,50) framework (n = 4; 6.1%)2,14 (adapted version),42,50

    • NIH Treatment fidelity model/NIH Behaviour change Consortium framework (Bellg et al., 2004) (n = 6; 9.1%)6,10,20,22,26,39

    • RE‐AIM framework (n = 1; 1.5%)29

    • Resnick et al. (2005) (n = 1; 1.5%)31

    • Baranowski & Stables (2000): (n = 2; 3.3%)42,50

    • Saunders et al. (2005) (n = 1; 1.5%)42

    • Hasson (2010) based on Carroll et al. (2007) (n = 1; 1.5%)60

Definitions
  • Provided definitions (n = 18; 27.3%)2,5,6,12,14,16,17,20,22,23,25,31,33,38,39,41,42,50

    • Fidelity (constructs that fit into fidelity): (n = 15; 22.7%)2,5,6,14,16,20,22,23,31,33,38,39,41,42,50

    • Engagement (constructs that fit under engagement): (n = 9; 13.6%)2,6,12,14,17,23,25,39,42

  • Did not provide definitions (n = 48; 72.7%)1,3,4,7,8,9,10,11,13,15,18,19,21,24,26,27,28,29,30,32,34,35,36,37,40,43,44,45,46,47,48,49,51,52,53,54,55,56,57,58,59,60,61,62,63,64,65,66

(R) = receipt; (E) = enactment; (R&E) = receipt and enactment.