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. 2020 Jul 19;6:43. doi: 10.1186/s40900-020-00214-5

Table 3.

Detailed overview of research PPI-activities, output and outcome

Aim Activities Output Outcome
Design and managing phase
 Meeting I. Length: 3 h, level of involvement: Consultation to Collaboration
- To clarify expectations and motivation for participation - Individual sticky notes and subsequent sharing of expectations and motivations - List of expectations and motivations for joining the advisory board - The researchers used the contributions from the patient representatives to select PRO-measures for the dialogue tool. The chosen PRO-measures included health-related quality of life plus anxiety and depression. The final decision about PRO-measures was validated by the patient representatives in e-mail correspondence
- To inform patient representatives about the clinical study - Assurance that the selected PRO-measures are sufficient to prioritize what is important for patients
- Dias show about the overall study purpose and design
- To choose PRO-measures for a dialogue tool - Recommendation of PRO-measures on psychological issues in the dialogue tool
- Exposition of three PRO-measures selected prior to the meeting by the researchers as potential PRO-measures for the dialogue tool
- The relatives were considered, but to include them would be too wide-ranging. In the final dialogue tool, patients were encouraged to complete PRO together with relatives
- To choose PRO-measures for research - Suggestion of PRO-measures for relatives because relatives play a major role for many patients in managing their disease
- The participants were asked to state their three most important issues to discuss
- Recommendation that completion of PRO-measures must be followed by a conversation
- Questionnaires designed according to an estimated max time consumption of 15 mins.
- Group work:
Completing the PRO-measures - An IT solution for completion at home and at hospital
- Endorsement of an open-ended question on the most important issues to discuss in the consultation
Discussing PRO-measures’ suitability to address patients’ concerns - “self-efficacy” and “health-related quality of life” were among domains in the final outcome “battery”, but the potential outcome was difficult to separate from the desired or important outcome
- Advice on length of the questionnaire: 15 mins for each completion is acceptable
Selecting PRO-measures
Discussing the length of the total dialogue tool - Advice on completion: preferably at home in a comfortable environment but possible at hospital
Discussing completion time
- Suggestion about outcome measures: “self-efficacy” and “health-related quality of life”
- Exposition and discussion of relevant domains of PRO-measures for research
 Meeting II. Length: 3 h, level of involvement: Consultation to Collaboration
- To complete a user-friendly patient information sheet - Dias show about the decisions made since the last meeting - Suggestion for a new title because the original was perceived as too long and not catchy - The new title was used
- All suggested rewritings were implemented
- To brainstorm on a training manual for clinicians using PRO in the dialogue - Information on a meeting for participants when results are available was included in the information sheet
- Group work: - Sentence by sentence rewriting to shorten the text
Is the information sheet adequate?
- Rewriting of words that were incomprehensible in order to make it user-friendly - The final version was sent out by e-mail and approved in the advisory board
All members received two draft versions before the meeting; one for the intervention group and one for the control group
Are the language and grammar easy to understand? - Due to lack of time, the patient representatives were not further involved in the development of a training manual
- Advice to arrange and inform about a meeting to feed back results to participants as a “pay-back” for participation in the clinical trial
- Short presentation of ideas for a training manual on PRO for physicians
- Discussion about these ideas (due to lack of time, this was a brief discussion (5 min)) - No specific ideas for the training manual besides the ideas presented by PI, but the involvement of clinicians was highlighted as an important next step
 Pre-meeting III. Length: 1 h, level of involvement: Not applicable
- To introduce two new patient representatives - Face-to-face meeting with one new patient representative - Willingness to contribute as a patient representative - Both new patient representatives were included in the advisory board
Inform about the clinical project, PPI, and responsibilities
- Telephone meeting with another patient representative
 Meeting III. Length: 2 h, level of involvement: Consultation to Collaboration
- To welcome the new patient representatives - Information about different methods for the intervention fidelity (e.g., interview, observation, audio recording) - A joint decision to use audiotaped recordings of consultations - Establishment of an ad-hoc sub group
- To inform about methods of monitoring, documenting and analyzing the way PRO is used in the consultation - Willingness to engage as co-creators in the analysis process - Contacted the founder of the coding system professor A. Finset in order to set up training and work schedule
- Information on estimated process and time schedule for collecting and analyzing data ○ Spend the additional time needed to engage in this work - Signed contract about confidentiality and salary
- To select an intervention fidelity study design ○ Obtain training in a specific coding system
- Discussion and decision about method and level of PPI
○ Code separately
○ Meet for discussions
Undertaking phase
 Traininga. Length: 7 h, level of involvement: Collaboration
- To learn how to code audiotaped consultations according to VR-CoDES - Training in theory and method of the coding system - The patient representatives engaged in the entire training session - Knowledge to apply VR-CoDES to other transcripts on audiotaped consultations
- To decide how to map the use of PRO in the audiotaped consultations - Practical exercise in coding exercise transcriptions - Joint discussion and decision about how to code the use of PRO - Practical experience of using the VR- CoDES
- Supervision by professor A. Finset - Agreement of a plan for the mapping of the use of PRO in the consultation (six questions to address the use of PRO)
- Discussion on monitoring the use of PRO in consultations
 Homework Ia. Length: 3–4 h, level of involvement: Co-creation
- To apply the VR-CoDES to transcripts of audiotaped consultations - Individual coding (part I) of three consultations with audiotaped length of 11–26 min. Each (7–13 A4 pages each) - Individual training and familiarity with the VR-CoDES - The underlying basis for collaboration on the analysis
- To code the use of PRO - Coding of all three audiotaped consultations
- Focus on PRO in the consultations
 Consensus meeting Ia. Length: 3 h, level of involvement: Co-creation
- To compare and discuss the individual application of VR-CoDES - Comparing our codes with each other’s and with the codes produced by A. Finset - Expressions of being emotionally touched by the confrontations with fellow patients’ hard consultations - Consensus on how to code
○ We all agree on how to code a patient’s emotional concern or hint of concern, but the character of the hint or the response by the physician is more complicated to code, leading to varied views on why a patient hints various concerns and why physicians respond as they do
- To compare and discuss the use of PRO Typical agreements and disagreements - Emphasizing the importance of the patient-physician relationship in regard to the communication flow - Consensus on the use of PRO
○ The three most important issues to discuss are used as a starting point of the dialogue
Discussion about consensus
- Emphasizing the importance of the patient’s position in the course of a disease for the character of hints ○ Difficult to tell if PRO symptoms and function are used
- Comparing our answers to the six questions to address the use of PRO
○ Mainly, the physician initiates the dialogue
- Arguments on how a physician response can depend on how experienced a physician is
- Joint mapping of how PRO was referred to, initiated and used
 Homework IIa. Length: 4–5 h, level of involvement: Co-creation
- To apply the VR-CoDES to transcripts of audiotaped consultations - Individual coding (II) of three consultations with an audiotaped length of 14–60 min each (9–24 A4 pages each) - Individual training and familiarity with the VR-CoDES - The underlying basis for collaboration on the analysis
- To code the use of PRO - Additional focus on the use of PRO in the consultations
- Coding of all three audiotaped consultations
 Consensus meeting IIa. Length: 3 h, level of involvement: Co-creation
- To compare and discuss the individual application of VR-CoDES - Comparing our codes to each other’s and to the codes produced by A. Finset - One patient representative told about hearing information about prognosis that she had tried to avoid in relation to her own disease - None of the patient representatives regret having been involved in the co-production
- To compare and discuss the use of PRO Any typical agreements and disagreements - The ad-hoc sub-group is more aligned in the codes than at last consensus meeting
- One patient representative highlighted that a repeated question from a patient to a physician may not indicate an underlying concern, but might indicate an unacceptable physician response - A new vocabulary and perspective to talk about the dialogue based on PRO in the consultation
- To discuss the impact of co-creation so far and going forward - Comparing our answers to the six questions to address the use of PRO - Validation of cues and concerns found (by patient representatives)
- The dialogue tool was used as intended in all the audiotaped consultations
- The analysis revealed that the open-ended questions were the starting point of the dialogue, but we were unable to tell if the validated PRO-measurements were used during the consultations
- Recognition of the concerns and the questions in the audiotaped consultations
- Joint mapping of how PRO was referred to, initiated and used
 Workshop on evaluation of the impact of PPIa. Length: 2½ hours, level of involvement: Co-creation
- To work out challenges in doing PPI in our case - Discussions about engaging in this research project based on an interactive presentation software - Guiding points for patient representatives and researchers in doing PPI, e.g.: - Co-creation was feasible in the case
- To determine the impact of PPI on the patient representatives, the researchers and the outcome - PPI was beneficial throughout the research process in order to incorporate the perspectives of patients with metastatic melanoma
○ Clarify responsibility and expectations explicitly - The validation of output and outcome assisted in a recognition of own contributions
- Gathering advice for other patients and researchers who engage in PPI in research
○ Be aware of information harm
○ Create room for trust and respect to unfold
- Validation of contributions and outcomes
○ Be aware of expenses (time and money)
- Validation of the outputs and outcomes presented by PI. A few more were added
Disseminating phase
 Meeting Ib. Length: 2½ hours, level of involvement: Co-creation
- To plan participation at an international conference on quality of life research (patient research partner scholarship obtained) - Discussing different invitations to participate in session and panel discussions about patient engagement in research - Joint decision to participate at one session as panelists and in one session as an active audience member - Feedback to the session organizers about our decisions about participation
- Joint performances to demonstrate and display our cooperation in the research process
- To discuss the first draft of a poster made by PI - Discussing the content, layout, and presentation of the poster - Poster - Poster finalized by PI included the input from the patient
○ Layout is agreed upon as introduced by PI
○ Content is agreed upon, but with the idea to outline considerations about PPI in research from both the researchers’ and patients’ perspectives
 Tele-conference with organizers and panelistsb. Length: 1 h, level of involvement: Not applicable
- To receive an introduction about the session in which we were to become panelists - Meeting the organizers and other panelists - Initial preparation as panelists - The initial preparation for the joint performance
- Discussing the format and questions for the panelists
 Meeting IIb. Length: 2 h, level of involvement: Collaboration
- To finalize the preparation for the conference - Discussing the questions for the panelists - Final preparation for the conference and our performances - Confidence in our performance
- Brainstorming answers for panel questions - Check on practicalities, such as travel documents and the conference programme
- Discussing travel and conference programme
 Participation at ISOQOL conference 2019b. Length: 4 days, level of involvement: Collaboration
- To present our work on PPI together - Poster presentation on PPI in research - Numerous responses to our presentations - International acclaim for our work on PPI in cancer care
- To network with researchers and stakeholders interested in patient engagement - Panel discussion on patient engagement in research - International network
- Informal dinner with Special Interest Group for Engagement
- Participating in sessions about PPI
 Meeting IIIb. Length: 2 h, level of involvement: Collaboration
- To go over the paper based on a thorough, individual perusal - Discussion of results and discussion paragraph - One patient representative participated in publishing the present article - Agreement between all authors
- To obtain consensus on the content - Writing of layman summary - Layman summary written by patient representative and PI
- Review and approval of the article
 Meeting IIIIb. Future planning, level of involvement: co-creation
- Feedback of results to clinicians is to be planned in detail
- Feedback of results to participants is to be planned in detail

a Participants: Ad hoc sub-group within the advisory group

b Participants: PI and a patient representative