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BMJ Open logoLink to BMJ Open
. 2023 Jan 27;13(1):e070865. doi: 10.1136/bmjopen-2022-070865

Informal caregiver training for people with chronic pain in musculoskeletal services (JOINT SUPPORT): protocol for a feasibility randomised controlled trial

Toby Smith 1,2,, Reema Khoury 2, Polly-Anna Ashford 2, Sarah Hanson 2, Allie Welsh 3, Allan B Clark 2, Emma Dures 4,5, Jo Adams 2,6
PMCID: PMC9884939  PMID: 36707119

Abstract

Introduction

Chronic musculoskeletal (bone, joint or muscle) pain is disabling. People with it frequently have difficulties in managing everyday activities. Individuals may rely on family members or friends to support them. These people are known as informal caregivers. No interventions have previously addressed the health needs of people with chronic musculoskeletal pain and their caregivers. In response, the JOINT SUPPORT programme was developed. In this study, we will assess the feasibility and acceptability of conducting a pragmatic, multicentre, randomised controlled trial (RCT) to test the clinical and cost-effectiveness of the JOINT SUPPORT programme to support these individuals.

Methods and analysis

This will be a mixed-methods feasibility RCT. We will recruit 80 patients with chronic musculoskeletal pain with their informal caregivers. Patients will be randomised to usual National Health Service (NHS) care OR usual NHS care plus a caregiver–patient dyad training programme (JOINT SUPPORT). This programme comprises of five, 1-hour, group-based sessions for patients and caregivers, delivered by trained physiotherapists or occupational therapists. It includes developing skills in: understanding pain, pacing, graded activity, fear avoidance and goal-setting, understanding benefits of physical activity and skills in medication management. This will be re-enforced with a workbook. After the group-based sessions, patients and caregivers will be supported through three telephone sessions with a therapist. Data collected at baseline and 3 months will include: screening logs, intervention logs, fidelity checklists and clinical outcomes on quality of life, physical and emotional outcomes, adverse events and resource use. Qualitative research with 24 patient–caregiver dyads and 12 healthcare professionals will explore the acceptability of trial processes. Stop–go criteria will inform the progression to a full trial.

Ethics and dissemination

Ethical approval was obtained on 22 February 2022 (National Research Ethics Committee Number: 22/NW/0015). Results will be reported at conferences, peer-review publications and across social media channels.

Trial registration number

ISRCTN78169443.

Keywords: PAIN MANAGEMENT, REHABILITATION MEDICINE, RHEUMATOLOGY


Strengths and limitations of this study.

  • JOINT SUPPORT is a pragmatic, multicentre, feasibility randomised controlled trial (RCT).

  • This study will determine if it is feasible to conduct an RCT to assess the effectiveness of a caregiving intervention for people with chronic musculoskeletal pain.

  • The sample size is sufficient to inform decision-making on the design of a larger full-trial.

  • The embedded qualitative study will explore experiences and views on the study design and intervention.

  • The relatively small sample size increases the risk of higher potential loss to follow-up.

Introduction

Chronic musculoskeletal (bone, joint or muscle) pain is disabling. It is seen in all ages of people.1 It encompasses conditions such as low back pain, neck pain, fibromyalgia, osteoarthritis, pain from fractures or other rheumatological diseases. Many people have more than one body region affected.2 It affects approximately 17 million people in the UK, with 9.1 million people living in England with long-term back pain.3 National Health Service (NHS) costs to treat musculoskeletal diseases are in excess of £5 billion per year.3

People with chronic musculoskeletal pain frequently have difficulties in managing their symptoms and everyday activities to maintain independence and quality of life.4 To assist with symptoms, they often access support. This may include help in tasks such as: washing and dressing, preparing meals and assistance in feeding, housework or shopping.5 6 This caregiving may be formal or informal. Formal care is defined as the provision of care by someone who is paid. Informal care is provided without a direct payment. This is often given by a spouse or partner, family members and/or friends.7

Being a caregiver for someone with chronic musculoskeletal pain can be a physical and emotional burden.8 Becoming a caregiver in this situation can significantly change the dynamic of a relationship with feelings of burden which can lead to resentment,9 changing roles and identities not only between the patient–caregiver dyad but also impacts on family, social and occupational life, and fear and concern regarding the future and how chronic pain may impact on the individual they support, over-time.9 10 Usual NHS care is focused on the patient, providing interventions to support the long-term management of pain and disability. These are either through structured programmes such as the ESCAPE-Pain programme,11 or non-structured guidelines incorporating elements of education, exercise, pain relief and psychological interventions.12–14 In both instances, none of these approaches has included caregiver interventions to support symptom management.

No caregiving interventions have existed to address the health and social needs of people with chronic musculoskeletal pain or to support caregivers. In response, the research team developed the JOINT SUPPORT programme. This is aimed to improve patient symptom management by educating, supporting and empowering caregivers to optimise the support they give their family member or friend with chronic musculoskeletal pain.

Caregiver interventions, in principle, improve the health and well-being of patients and their caregivers through better self-management skills.9 This is important as living with pain is associated with a negative health status, including reduced independence, social isolation and loneliness, obesity and comorbidities associated with physical inactivity such as type 2 diabetes, depression and cardiovascular disease.15–17 Improving the skills, capability, motivation, confidence and knowledge so that people with chronic musculoskeletal pain can better manage their symptoms could reduce demand on NHS services through improved self-management and wider health improvement.

Aim and objectives

Aim

To assess the feasibility of conducting a pragmatic, multicentre, randomised controlled trial (RCT) to test the clinical and cost-effectiveness of an informal caregiver training programme to support people with chronic musculoskeletal pain.

Objectives

The main objectives are to assess the:

  • Feasibility of recruiting eligible patient and caregiver dyads in the NHS.

  • Acceptability of the JOINT SUPPORT programme to caregivers, patients and healthcare professionals.

  • Fidelity of delivery of the JOINT SUPPORT programme by healthcare professionals.

  • Ability of caregivers to deliver components of the JOINT SUPPORT programme with fidelity, confidence and competency to patients at home.

  • Acceptability of caregiving dyad randomisation for patients, caregivers and healthcare professionals.

  • Risk of intervention contamination when experimental and control groups are delivered in the same setting.

The secondary objectives are to assess the:

  • Completeness of outcome measure data.

  • Signal of the clinical effectiveness of the JOINT SUPPORT programme.

Methods and analysis

This trial builds on previously performed caregiver intervention methods undertaken by the research team.18

Trial design

A mixed-methods feasibility study comprising of a parallel, multicentre, pragmatic RCT and embedded qualitative study. Figure 1 illustrates the study flow.

Figure 1.

Figure 1

Study flowchart illustrating the participant flow for the JOINT SUPPORT study. NHS, National Health Service.

Prior to commencing, all participating site team members will be taught the skills and knowledge required to fulfil their delegated role in the trial. They will have completed training, including Good Clinical Practice (GCP)19 if required. Their participation and competence in delegated roles will be recorded in a site delegation log.

Eligibility

We will include:

  • Patients aged 18 years and over with a history (6 weeks or more) of pain from a musculoskeletal (bone, joint or muscle) origin who have a current referral to, or who are attending physiotherapy, rheumatology, orthopaedic, occupational therapy or pain management services.

  • Patients able to nominate an informal caregiver. An informal caregiver is defined as someone who has done or is expected to provide unpaid care, assistance, support or supervision in activities of daily living for at least 3 hours per week over two or more personal contacts.

  • Patients and caregivers willing and able to provide consent.

  • Patients and caregivers who can engage in a group-based intervention currently delivered in English.

If the participating hospital appointment is routinely a virtual appointment rather than in-person, patient and caregiver participants must have access to a device which can receive this. If a patient has multiple caregivers, a single, nominated by the patient, ‘principal’ caregiver will be elected.

We will exclude:

  • Patients or caregivers with acute (requiring hospitalisation) or terminal illness (life expectancy <6 weeks) which would make participation in the rehabilitation strategies contraindicated and/or impractical.

Recruitment

Patients will be identified and approached during rheumatology, orthopaedic, pain management, occupational therapy or physiotherapy outpatient appointments. A member of the clinical team will screen participants against the eligibility criteria. This will be recorded on the site screening log. For eligible participants, a member of the site clinical team will briefly outline the study and offer a recruitment information pack. The pack includes: covering letter, Participant Information Sheet (PIS, separate for patient and caregiver), consent form (patient and caregiver), baseline questionnaires (separate for patient and caregiver), participant contact details form (separate for patient and caregiver) and demographic characteristics form (patient and caregiver) with a prepaid envelope. With this information, potential participants will be asked to consider participation. If a caregiver is present with the patient at the appointment, they will be provided with the caregiver PIS. If not, the patient will be provided with this to give to the caregiver. The potential patient and caregiver participant will be asked to read this information. After a minimum of 24 hours, each participant provided with the recruitment information pack will be telephoned or video-called by the site team member and provided with an opportunity to ask questions. They will be informed that if they would like to participate, they should complete the consent form, and then (sequentially) participant contact details form (patient and caregiver) and demographic characteristics form (patient and caregiver) and baseline questionnaire (patient and caregiver) and to return them using the prepaid envelope to the central trial team, who will then randomise the participant-dyad and notify the site team of both enrolment and group allocation. We will aim to recruit potential patient and caregiver participants within 14 days of the initial contact.

All screening activity will be recorded by a member of the trained local site team using the trial’s screening log. Eligible participants who are approached but who do not wish to participate will be anonymously recorded as part of a screening log, providing information on: age, gender, date of appointment and type of musculoskeletal pathology.

Both caregiver and patient consent will be required.

Randomisation, blinding and allocation concealment

Randomisation will take place once patient and caregiver participant consent forms and baseline questionnaire packs have been completed, received and checked by a member of the central trial team at Norwich Clinical Trials Unit (NCTU). The randomisation scheme will be generated by the NCTU Trial Manager and the allocated group will be notified by email to the site trial team. Randomisation will be stratified at the individual-dyad level (approximately 2:1) by:

  • Site

  • Age of patient (< or > and equal to 65 years).

The allocation is computer generated so will not be known prior to randomisation. Allocation is concealed prior to randomisation to prevent selection (or treatment allocation) bias.

Due to the participatory nature of rehabilitation, it will not be possible to blind patients, caregivers or treating healthcare professionals to group allocation after randomisation. The trial PIS has presented intervention equipoise. Therefore, while not possible to blind, we have aimed to limit expectation bias through careful selection of PIS wording for participants.

Intervention

Usual care

This will be NHS treatment as usual (TAU). Participant dyads randomised to this group will receive standard NHS care delivered by their department, for example, physiotherapy, rheumatology, orthopaedic, occupational therapy or pain management services. This consists of patient-focused treatments which may include exercise, medication prescription and advice/education.11–14 This may be face-to-face or through video consultation approaches depending on the local NHS service provision. There is no routine ‘training’ element or hands-on skills or formal support for caregivers. Patients and their caregivers will not receive the JOINT SUPPORT programme or any caregiver training.

Treatment logs will be used to record the components of standard care. This will be completed by the clinical team to determine what interventions are received by the patient while they are under the care of that service.

Experimental intervention

The JOINT SUPPORT programme was developed from the evidence-base9 and following patient, caregiver and stakeholder input. The programme is developed and informed by Social Cognitive Theory.20 This is an explanation for behaviour in which individual learning happens in a social context, where people can put vicarious learning into practice, and learn together and from each other in the process. The three goals of the intervention are outlined below using a CONTEXTMECHANISMOUTCOME framework (figure 2)21 and logic model (figure 3).

Figure 2.

Figure 2

Figure illustrating the CONTEXT–MECHANISM–OUTCOME framework for the JOINT SUPPORT intervention. MSK, musculoskeletal.

Figure 3.

Figure 3

Figure illustrating the JOINT SUPPORT intervention logic model. ADLs, activities of daily living.

To improve caregiver knowledge, capability and skills by identifying and practising individualised chronic pain management strategies and physical activity participation in outpatient (or video consultation) settings that can be used for people with MSK pain

Caregivers of people with chronic musculoskeletal pain (CONTEXT) need the skills, capability opportunity and knowledge (MECHANISM) to be able to support and guide behaviour change for both patients and caregivers to increase health-related quality of life (HRQoL), reduce social isolation and improve self-management outcomes for patients (OUTCOME).

To reduce caregiver fear of movement and isolation when providing care for people with chronic pain

Chronic musculoskeletal pain leads to fear of movement, isolation and a loss of identity for caregivers (CONTEXT) requiring a re-evaluation of their role and identity (MECHANISM) to be able to support people with chronic musculoskeletal pain and promote good caregiver health and well-being (OUTCOME).

Support patients and caregivers to increase capability, set targets and monitor goals to facilitate patients improved symptom management

Patients with chronic musculoskeletal pain in an outpatient setting (CONTEXT) will be supported by caregivers to set personalised shared goals which they can realistically meet (MECHANISM) to facilitate improved functional, health-related outcomes and increased independence (OUTCOME).

Participants randomised to the JOINT SUPPORT programme will receive usual NHS treatment (control group intervention as detailed below) PLUS five, 1-hour, group-based training sessions, delivered by a study-trained physiotherapist or occupational therapist. The intervention will be delivered through two possible approaches.

Approach 1: Face-to-face delivery which will be group-based, consisting of a target of three to five dyads in each class. They will be delivered in an outpatient setting provided to both participants in the dyad by a study-trained physiotherapist or occupational therapist.

Approach 2: Video consultation if face-to-face consultations are not permitted within a participating NHS organisation, group-based video consultation sessions using an NHS authorised platform will be used to deliver the content of the JOINT SUPPORT programme as per the face-to-face delivery approach.

If there is a change in service delivery once a participant-dyad has started their JOINT SUPPORT programme, switching from Approach 1 to Approach 2 will be permitted, with the effects explored in the qualitative substudy.

JOINT SUPPORT training programme

The first session will aim to start within 6 weeks from consent. Sessions will be provided to both patient and caregiver participants by either a physiotherapist or occupational therapist. Irrespective of delivery method, each session will be up to 60 min. Throughout the five sessions, the JOINT SUPPORT healthcare professional will monitor the patient–caregiver competencies, providing continual feedback and critique to support the training. There will be a cognitive-behavioural approach used throughout the sessions, underpinned by social cognitive theory where dyads will be facilitated by a JOINT SUPPORT healthcare professional on the following topics:

Session 1
  • Understanding pain, caregiving and how pain affects the caregiving dyad.

  • Introduction and explanation of the JOINT SUPPORT Workbook, highlighting material on pain and effects on the dyad.

Session 2
  • Pacing and graded activity.

  • Goal setting.

  • JOINT SUPPORT Workbook—highlighting material on goal-setting and problem-solving.

Session 3
  • Benefits of physical activity (reducing deconditioning, healthy ageing, physical and psychological health).

  • Fear avoidance.

  • JOINT SUPPORT Workbook—highlighting material on physical activity and fear avoidance.

Session 4
  • Medication use and management.

  • JOINT SUPPORT Workbook—highlighting material on medication use and management.

Session 5
  • Working through case-study scenarios to re-enforce knowledge and critique competencies on JOINT SUPPORT skills.

  • JOINT SUPPORT Workbook—highlighting material on case-scenarios and long-term goal setting.

  • Confirmation of dates for JOINT SUPPORT telephone booster calls.

JOINT SUPPORT telephone booster calls

Following the five group-sessions, a JOINT SUPPORT healthcare professional will telephone each caregiver and patient as a dyad during Week 1, 3 and 6 post-group session discharge. Each call is expected to take approximately 20 min. Both the caregiver and patient participant should be in the same room during these calls. Topics covered in each call will include:

  • Recovery progress and current status based on patient–caregiver shared goals.

  • Discussion on JOINT SUPPORT Workbook use and progress including goal-setting sheets.

  • Support to create collaborative goals and positive reinforcement for continued recovery.

JOINT SUPPORT healthcare professional training

Designated healthcare professionals delivering the experimental intervention will attend a 1-day face-to-face course where, at the local participating site, they will be taught the JOINT SUPPORT intervention by a member of the research team. In addition, to assess the fidelity to the experimental intervention, the trial team will undertake a debriefing telephone/video call with a healthcare professional after they have delivered their first JOINT SUPPORT session.

Contamination

Participants will only receive their allocated intervention. During follow-up, participants may require further interventions as part of their recovery as per routine NHS practice. Further clinical interventions will be permitted for participants without having to withdraw from the trial, but these will be recorded by the central trial team. To assess the risk of crossover between groups, we will closely monitor case report forms (CRFs) and data pertaining to intervention delivery.

Co-interventions

This is a pragmatic study and patient–caregiver dyads in either group will not be asked to desist from receiving other forms of treatment during the study such as continuing rehabilitation, general practitioner consultations, medication changes or alternative treatments as required. Use of these treatments will be recorded through CRFs.

Quality assessment

The trial will be monitored and audited in accordance with the current approved protocol, principles of GCP,19 relevant regulations and standard operating procedures.

A quality control programme will be adopted to ensure protocol and intervention fidelity. We will collect data on what components of the interventions (control and experimental) were delivered. This is in respect of intervention parameters including: content, mode of delivery, staff delivered, frequency, timing of delivery and variation/deviations from the protocol. These will be collected through intervention logs and relevant CRFs. Quality assurance (QA) checks through site visits will be conducted at Month 1 from first randomisation (±3 weeks for each) at each site. These visits may be in-person or virtual. If there are concerns in relation to any aspect of the site visit, repeat visits with training may be undertaken to improve protocol compliance.

Assessment

The data collection schedule is summarised in table 1.

Table 1.

Participant timeline illustrating schedule of enrolment, interventions and assessments

Time point Screening and initial contact Baseline Randomisation Group-based session Post-session call Follow-up
Aim up to 14 days post-first contact Weeks 1 to 5 Aim up to 6 weeks post-group-based session 3 months from post-randomisation (±3 weeks)
ENROLMENT
 Initial approach
 Informed consent
 Randomisation
INTERVENTIONS
 Experimental (usual care plus JOINT SUPPORT)
 Control (usual care)
ASSESSMENTS
 Screening logs
 Adverse event reporting
 Date of first appointment
 Patient age
 Patient gender
 Patient ethnicity
 Patient height
 Patient weight
 Patient medical history
 Patient occupational status
 Patient residential status
 Patient EQ-5D-5L
 Patient MSK-HQ
 Patient GSE
 Patient NRS pain
 Patient NRS fatigue
 Patient CES-D
 Patient Health Use Questionnaire
 Caregiver EQ-5D-5L
 Caregiver CES-D
 Caregiver Zarit Burden Questionnaire
 Caregiver Leisure Time Satisfaction Questionnaire
 Caregiver Health Use Questionnaire
 Caregiver age
 Caregiver gender
 Caregiver ethnicity
 Caregiver medical history
 Caregiver caregiving experience (duration/caregiver for another person)
 Caregiver residential status to patient
 Caregiver occupational status
 Working or not
 HCP usual care logs
 JOINT SUPPORT intervention logs
 Patient complications/adverse events
 Caregiver intervention home logs
 Caregiver acceptability intervention
 Patient–caregiver semi-structured interviews
 HCP semi-structured interviews

CES-D, Centre for Epidemiologic Studies Depression Scale (CES-D); EQ-5D-5L, EQ-5D 5 level instrument; GSE, general self-efficacy scale; HCP, healthcare professional; MSK-HQ, Musculoskeletal Health Questionnaire; NRS, numerical rating scale.

To answer our feasibility objectives, we will assess:

  • Recruitment feasibility—by screening log data: number of potential patients and caregivers screened, assessed for eligibility; including reasons for exclusion/non-participation, and consented.

  • Intervention acceptability—by conducting qualitative interviews with participants; recording study attrition at the intervention phase; analysing acceptability questionnaires for patients, caregivers and healthcare professionals.

  • Intervention fidelity (healthcare professionals)—by analysis and reporting on intervention log checklist data on: intervention timing, duration, frequency, timing of intervention (during or after ‘active’ course of treatment); QA monitoring visit checklists; qualitative interviews.

  • Intervention fidelity (caregivers)—by analysis and reporting on caregiver intervention logs; qualitative interviews.

  • Randomisation acceptability—by analysis and reporting on screening logs, eligibility assessment logs and consent forms; participant attrition; qualitative interviews.

  • Contamination risk—by analysis and reporting on intervention log data including: experimental and control intervention records; QA monitoring visit checklists; delegation logs; qualitative interviews (patient, caregiver and healthcare professional).

Secondary outcomes

  • Outcome data completeness—by analysis and reporting on completion rates (baseline and 3 months post-randomisation) of: Patient Participants: Musculoskeletal-Health Questionnaire (MSK-HQ)22; numerical rating scale for pain and fatigue23; self-efficacy, assessed using the General Self-Efficacy Scale24; psychological distress (depression), assessed using the Centre for Epidemiologic Studies Depression Scale (CES-D)25; HRQoL assessed using the EQ-5D-5 level questionnaire (EQ-5D-5L)26; self-reported health resource use questionnaire; adverse events. Caregiver Participants: EQ-5D-5L26; CES-D25; the Zarit Burden Interview Scale—12-item version27; Leisure Time Satisfaction questionnaire28; self-reported health resource use questionnaire; adverse events.

  • Signal of effectiveness—by calculating and reporting effect size measurement of the above outcome measures.

These measures were selected due to their robust psychometric properties and acceptable patient and caregiver burden as confirmed by our study patient representatives/clinician feedback. They reflect relevant core outcome sets including: lower limb osteoarthritis,29 low back pain30 and general musculoskeletal disease.31 Caregiver outcomes mirror the domains of importance reported through previous qualitative findings.9

Baseline assessment will be undertaken after patient and caregiver participants have signed the consent form, prior to randomisation. Patient and caregiver participants will be provided with a paper-based questionnaire to complete in their recruitment information pack. Baseline data collected will include: (for patient and caregiver): age, sex, ethnicity, occupational status (current or past if retired), medical comorbidities, presenting musculoskeletal pathology(ies); and for patient, duration of symptoms relationship of caregiver to patient; and for caregiver: duration of caregiving, whether caregiver for another person, whether lives with patient.

At 3 months post-randomisation, patient and caregiver participants will be sent a postal questionnaire. A 3-month follow-up period will provide an indication on follow-up completion and usability of the outcome instruments to answer a trial secondary outcome measure. Participants will be asked to complete and return this to the central trial team using a prepaid envelope. If participants do not return these questionnaires within 2 weeks of initial posting, the central trial team will telephone the participants (caregiver and/or care-recipient) to offer the option of completing the questionnaires over the telephone or to send a further questionnaire pack.

Data analysis

Sample size

In total, 80 participant dyads (80 patients/80 caregivers) will be recruited. This sample size will be sufficient to answer our feasibility objectives and assess the a priori progression criteria (table 2).32 This number will also allow each site to test the JOINT SUPPORT programme in at least two complete cycles. This sample size follows recommendations33 for designing feasibility trials that aim to detect a small–medium standardised effect size (where the definitive trial will be designed with 80% power and two-sided 5% significance).32 34

Table 2.

Feasibility study stop–go, traffic light, progression criteria

Green (go) Amber (amend) Red (stop)
Recruitment >30% of the patients screened across the sites in 12 months would be eligible 20%–30% would be eligible <20% would be eligible
Intervention fidelity (healthcare professionals) >70% of the participant-dyads compliant with their allocated intervention (five face-to-face sessions and booster phone call) as randomised 50%–70% received intervention as randomised <50% received intervention as randomised
Intervention fidelity (caregivers) >90% of the participants adopted elements of JOINT SUPPORT programme post-last session 60%–90% adopted JOINT SUPPORT post-last session <60% adopted elements post-last session
Randomisation acceptability >40% of the eligible participants consent to be randomised 20%–40% would be randomised <20% would be randomised
Contamination <5% of the participants in either group received majority of their allocated treatment cross-over 5%–10% of the participants cross-over >10% of the participants cross-over
Data collection completion <15% missing outcome questionnaires for whatever reason at 3-month data collection 15%–30% missing questionnaires >30% missing questionnaires

Analysis

Consent rates, recruitment rates, attrition, missing data rates and intervention fidelity will be reported as proportions with 95% CIs. The analysis of clinical outcome measures will be descriptive, reported as means and SD or medians and IQRs if not normally distributed for continuous outcomes and numbers and percentages for binary and categorical variables. Between-group mean differences will be reported together with 95% CIs. No formal statistical testing will be undertaken.

Health economic

Data on healthcare use will be collected but not analysed. To answer the feasibility questions related to the health economic perspectives, we will test the completion of the health resource use questionnaire and will present the data descriptively.

Progression criteria

A ‘traffic light’ system (table 2) will be used as a guide for progression to a definitive trial.35 If any criteria are not met, they will be discussed by the trial oversight committee (TOC) to decide if a definitive trial is feasible with, or without, refinements.

Qualitative study

The embedded qualitative investigation will assess intervention and study design acceptability for patients, caregivers and healthcare professionals.

Eligibility

The embedded qualitative study is optional for participants. Patients and caregivers will be able to express an interest to be approached regarding the qualitative substudy on the main study consent form at the beginning of the study. The sample will consist of patient–caregiver dyads and physiotherapists and occupational therapists who have delivered the JOINT SUPPORT intervention.

Dyads who have agreed to be contacted for an interview will be purposively sampled to ensure a maximum variation in: age, gender, presenting musculoskeletal pathology, ethnicity, duration of disability, severity of disability (as measured by the baseline MSK-HQ),22 relationship of caregiver to patient and duration the caregiver has been caring for the patient. Our intention is for caregivers and patients to be interviewed separately to enable them to more freely express their views but we will interview as a dyad if this is expressly requested.

We anticipate around 24 interviews will be conducted, involving approximately 12 patients/12 caregivers from the JOINT SUPPORT programme and approximately 8 caregivers/8 patients from the TAU group across the sites. Based on our previous research,9 this sample size should ensure a range of different viewpoints to reach information power36 to answer our feasibility questions.

The healthcare professionals delivering the JOINT SUPPORT intervention will be invited to participate in the voluntary interviews within 3 months of completing one participant through the JOINT SUPPORT programme. A minimum target of one physiotherapist and one occupational therapist who delivered the intervention will be invited to be interviewed from each site (eight participants in total). This will provide a range of contexts from different professional backgrounds. The healthcare professionals will be sent a PIS outlining the objectives and processes involved with this optional substudy. They will be asked to contact the research team by email if they are interested in participating. Those who express an interest will be contacted to arrange a mutually convenient time to conduct the interview.

Data collection

Interviews will aim to be conducted up to 6 weeks post-intervention via telephone or video call, at a time convenient to dyads and healthcare professionals. This allows exploration and reflection of the patients’ and caregivers’ study experience once the intervention has ended in a reasonable recall period. Interviews will be semi-structured, following an open-ended question schedule, with a maximum duration of 60 min. Open-ended questions will explore the acceptability of the research based on Sekhon et al’s37 acceptability framework including the values of the intervention, burden, perceived effectiveness, self-efficacy and suggestions for improvement from their perspectives. Interviews will be conducted by a qualitative researcher (AW), closely supervised by a senior qualitative researcher (SH).

Prior to conducting the interview, consent will be obtained and audio-recorded from the participant. The interview will then follow a semi-structured, open-ended question schedule (table 3; table 4). Broadly, participants will be asked their attitudes towards topics including the:

Table 3.

Interview topic guide for the caregiving dyad interviews

The interview will be structured on the following areas of interest Sample questions
Introduction Overall, could you share your experiences of being involved with our research?
Determining participant views of their intervention First of all, can you talk me through what study treatment you received? (prompt—clarify what was JOINT SUPPORT and what was usual care/non-study intervention)
The approach and consent process and willingness to be randomised to either group Can you talk me through how you got into the study? You were allocated to X group. What did that feel like? Could we have dealt with that differently?
The acceptability of the care (both groups) Would you be happy to talk me through your treatment?
As X’s carer, what was your impression of the care. For both of you, what was helpful and less helpful to your care?
Group-based JOINT SUPPORT programme and telephone booster calls (experimental group) How far did you find the JOINT SUPPORT programme helpful—for both of you. Can you give specific examples? What didn’t work as well?
Did you get the telephone calls from the trial team? Can you remember what you talked about? Can you give specific examples of what was helpful, and l helpful? Was there any advice that confused you or you weren't clear about?
What the strengths of the experimental intervention (perceived effectiveness) What were the most helpful/good-bits of your JOINT SUPPORT intervention? What was good about it What didn’t you like about it?
What the weaknesses of the experimental intervention What were the less helpful/worse bits of the JOINT SUPPORT intervention?
What modifications they may recommend to interventions received (standard care and experimental groups) What could we improve? (prompt: What do you think is lacking?)
How do you think we could better support you and your carer to support you with chronic pain?
The risk of intervention contamination between the groups Did you talk to any other patients or caregivers while in hospital about the intervention? Was there any discussion between those who received it and did not receive it?
The ease and convenience of the data collection processes (baseline and 3 months) (all participants) As you were part of a trial, we had to collect a lot of measurements. Can you talk me through what these were? How easy were they? How convenient were they? Overall, do you have any points to make about the testing?
Applicability of the methods and measures used How did you manage with the questionnaires we gave you at the start of the study and at the end in the post? Were they easy to complete or do you remember them being a problem?
Table 4.

Interview topic guide for the healthcare professional interviews

The interview will be structured on the following areas of interest Sample questions
Introduction (Perceived effectiveness) Overall, could you share your experiences of being involved with our research?
The randomised to either group How did you feel about 50% of the patients not receiving the JOINT SUPPORT intervention but getting normal care? Did this ‘sit easy’ with you?
The acceptability of the group-based care How did the delivery of the JOINT SUPPORT group sessions go? How did you work out who would do what? Was there a decision on professional background? Did you feel comfortable teaching all the content? Were any modifications made? How did the patients and caregivers get on with it in your opinion?
JOINT SUPPORT telephone calls How did you feel about doing the telephone calls? Were they helpful for caregivers and patients? Was it feasible to deliver one call to both members of the dyad? Did you make any modifications to the content of the call?
Training on intervention Did you feel adequately prepared to deliver the group-based and telephone JOINT SUPPORT interventions? Would you recommend any changes to this? Did you need any additional ‘top up’ or ‘refresher’ training sessions?
The risk of intervention contamination between the groups Do you think you used the JOINT SUPPORT intervention on control or non-trial patients? Did other professionals not in the trial use the intervention? If either occurred, do you think anything could have been done to avoid this?
The ease and convenience of the data collection processes As you were part of a trial, we had to collect a lot of measurements. How easy were the intervention data collection logs? How convenient were they? What changes would you recommend if any were needed?
  • Timing, frequency, duration and content of the JOINT SUPPORT training programme and telephone booster calls.

  • Support and training provided for the group-based programme and telephone boosters.

  • Recording of both components of the JOINT SUPPORT programme.

  • Logistic of managing the participant flow.

  • Their views on the recruitment process.

  • Acceptability of the JOINT SUPPORT programme.

  • Potential modifications or recommended changes to the JOINT SUPPORT programme.

  • Perceived effectiveness/helpfulness.

Data analysis

All interviews will be audio-recorded, transcribed and anonymised. After transcription, the audio data will be destroyed. Data will be analysed thematically taking a two-stage approach to understand the important contextual factors that have influenced the implementation of JOINT SUPPORT. We aim to initially analyse all data deductively, guided by the Medical Research Council guidance for complex interventions,38–40 to assess the quality of implementation, clarify the hypothesised causal mechanisms identified in our logic model (eg, goal setting in the training and the support provided by the telephone coaching), identify contextual factors associated with variation in outcomes and how the intervention might be optimised for acceptability.37 Data will then be analysed more inductively and more broadly. This will include critiquing the conceptual approach of JOINT SUPPORT, understanding any unintended consequences and reflections on the JOINT SUPPORT intervention from the healthcare professional, patient and caregiver perspective.

Trial status

The trial is funded for 24 months commencing in April 2022. Recruitment is expected to be complete by June 2023 with the final follow-up visit completed by November 2023. The trial will be completed by April 2024.

Patient and public involvement

Patients have been involved with the study development from inception. Their involvement will continue throughout the trial. A patient-dyad member will attend TOC meetings. They will provide insights into the trial conduct, particularly on data collection processes. They will also help interpret the findings and the dissemination phase.

Ethics and dissemination

All data will be processed according to the Data Protection Act.41 All documents will be stored safely in confidential conditions. Trial-specific documents, except for the signed consent form and follow-up contact details, will refer to the participant with a unique study participant number, not by name. Participant identifiable data will be stored separately from trial data. All trial data will be stored securely in offices or online in secure trial databases, only accessible by the central trial team and authorised personnel. Participant withdrawal is permitted at any point post-enrolment. This will be recorded on a trial CRF, including reasons for withdrawal. Adverse events and serious adverse events will be recorded and reported in-accordance to International Conference on Harmonisation Good Clinical Practice (ICH GCP).19

The results of the trial will be reported using the Consolidated Standards of Reporting Trials guidelines42 including the relevant extensions for non-pharmacological interventions and for pilot and feasibility studies. The intervention will be reported according to the TIDieR (Template for Intervention Description and Replication) guidelines.43 This will be presented to academic, clinical and patient and public audiences. To ensure that outputs are accessible to diverse stakeholder groups, we will develop result materials across our research team including patient representatives.

Supplementary Material

Reviewer comments
Author's manuscript

Footnotes

Twitter: @tobyosmith, @walkingresearch, @Joadamssoton

Collaborators: Not applicable.

Contributors: TS, RK, P-AA, SH, AW, ABC, ED and JA developed the study concept and design. TS, ED and JA provided clinical expertise. SH and AW led the qualitative research design. ABC led the statistical analysis design. TS, ABC, RK, P-AA, SH, ED and JA provided trial design and conducted expertise. TS, RK, P-AA, SH, AW, ABC, ED and JA drafted the protocol paper and agreed the submission. TS acts as a guarantor.

Funding: This study is funded by the National Institute for Health Research (NIHR) Research for Patient Benefit grant (NIHR202723). The views expressed are those of the authors and not necessarily those of the NIHR or the Department of Health and Social Care. *Neither the funder or sponsor have ultimate authority over the analysis, interpretation, writing of reports or submission of publications.

Competing interests: None declared.

Patient and public involvement: Patients and/or the public were involved in the design, or conduct, or reporting, or dissemination plans of this research. Refer to the Methods section for further details.

Provenance and peer review: Not commissioned; peer reviewed for ethical and funding approval prior to submission.

Ethics statements

Patient consent for publication

Not applicable.

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