Abstract
Background:
Telemedicine (TM) usage increased rapidly during the COVID-19 pandemic. This study is part of a larger mixed-methods study comparing TM and in-person visits of older adults with heart failure (HF) and describes patient’s TM experiences during the pandemic.
Methods:
This study employed qualitative design using survey responses and individual interviews. Study eligibility requirements included >55 years old, HF diagnosis, and TM visit between September 1, 2020 and May 31, 2021, at one of two participating health systems in the southern United States.
Results:
Twenty-two TM recipients completed qualitative interviews, and 91 of 125 online survey respondents answered open-ended questions. Data were gathered, sorted, and revealed five themes.
Discussion:
Interview respondents identified benefits, e.g., convenience, inclusion, decreased exposure, and problems, e.g., connectivity issues, inadequate equipment, and medical conditions impacting use. Recommendations included allocating sufficient appointment time, tailoring visits, and increasing written communication. This study was part of a larger clinical trial registered at ClinicalTrials.gov: NCT04304833.
Introduction
Heart failure (HF) affects more than 6.2 million adults in the United States, 1 and numbers continue to rise. 2,3 In 2018, HF was the second most common cause of hospitalization in people aged ≥65 years. 4 In 2012, the estimated annual cost of HF care was approximately $30.7 billion and is expected to double by 2030. 3,5 Early diagnosis and treatment of HF can lead to improved quality and length of life and may delay hospitalization, thus reducing the associated health care costs. 3
HF requires close monitoring and interdisciplinary care, as it necessitates the use of medication and lifestyle changes. 6 –8 Patients typically have routine quarterly in-person clinic appointments to detect early signs of worsening clinical status, modify management, and prevent hospitalization. 6 During the first year of the COVID-19 pandemic, care delivery shifted to telemedicine (TM) to maintain social distance and protect vulnerable populations, including HF patients, at increased risk of adverse events from COVID-19 infection. 3,9,10
Before COVID-19, barriers to TM adoption among older adults included poor video quality, slow connection speeds, and lack of high-speed broadband access, particularly in rural communities. 11 –14 Additionally, the lack of technology support, frustration with new technology, and sensory impairments, such as hearing and vision deficiencies, among older adults remain problematic. 14 –16 Despite these barriers to adoption, TM has demonstrated benefits. A large study conducted to evaluate the effectiveness of TM use in patients with chronic diseases found that patients who used TM had reduced mortality rates (8.3–4.6%) and an 11% reduction in hospitalizations over a 12-month period. 17 TM services can also help to reduce unnecessary hospitalizations and nursing home care, reduce out-of-pocket costs, and provide ongoing support to help older adults and their caregivers, thus reducing stress and increasing well-being. 18 Moreover, TM helped providers offer preventive and treatment care and facilitate continuity of care during the COVID-19 pandemic. 19
Despite the increase in TM use during the COVID-19 pandemic, older adults struggled to use TM during the early stages of the pandemic. 13 –15 Issues concerning TM compared to in-person visits for older adults must be addressed to improve TM visits. 14 The purpose of this study was to describe the experiences of older community-dwelling adults living with HF during the pandemic.
Methods
This study is part of a larger study comparing TM and in-person visits of older adults with HF during the pandemic in two health systems in the southern United States. We used an interpretive phenomenology approach to understand the lived experiences of older adults with HF. 20
All study procedures were approved by the University of Arkansas for Medical Sciences Institutional Review Board (#261060) and the University of Tennessee Health Science Center Institutional Review Board (#20–07798-IAA). To be eligible for the study, participants had to be 55 years or older, have a health care visit between September 1, 2020, and May 31, 2021, and have a diagnosis of HF. Consent to participate in the qualitative study was obtained at the beginning of each interview. For more detail, see the Supplementary Data S1.
The qualitative interview guide and open-ended TM questions were based on the literature and previous qualitative TM studies. 21 –23 The interview guide and open-ended survey questions were reviewed and modified based on feedback from content experts (Table 1). Two open-ended questions from the survey were pertinent to the study and are included in the analysis.
Qualitative Interview Guide for Telemedicine Health Care Visits
All interviews were conducted via telephone between August 15 and October 8, 2021, and lasted 30–60 min. All interviews were recorded, transcribed, and uploaded into a text-based data management program, MAXQDA. Authors 1 and 2 led the analysis using a two-phase approach of content analysis with a constant comparison analytic procedure to identify themes. Please see Supplementary Data S2 for additional detail about qualitative data collection, analysis, rigor statements, and the Standards for Reporting Qualitative Research checklist. 24
Results
In total, 790 participants completed the parent study survey, and of this number, 125 had TM appointments and 66 agreed to be contacted for a qualitative interview. We contacted all 66, with 22 completing an interview. Of these, 45.5% were males and 54.5% were females. The mean age was 69.5, with 54.5% 55–71 years old and 45.5% over 71 years old. Most of the participants were White (77.3%), lived in urban areas (72.7%), and had an annual income of less than $50,000 (77.3%). Approximately half of the participants had a college degree (50.1%).
Of the open-ended survey respondents, 91 of the 125 answered the open-ended questions When asked how the staff could have improved the TM visit, 19 (20.9%) of the 91 participants gave advice on how to improve the visit, 49 (53.8%) had a positive comment about their TM visit or provider, and 23 (25.3%) typed none or N/A. When asked if there was anything else they would like to say about their visit, 88 participants provided responses. Nineteen (21.6%) provided negative comments, 24 (27.3%) typed positive comments, and 45 (51.1%) typed none or N/A. The open-ended survey responses were uploaded into MAXQDA along with the interview data and analyzed together.
Using content analysis, we identified code words, defined them, and used them to guide the coding of each interview. Next, we grouped segments of interview data with the same codes to form linked subthemes and, eventually, more global overarching themes. Five themes emerged: (1) Benefits of using TM; (2) Problems Using TM; (3) Preparation of TM Appointment; (4) Feeling Connected with Provider; and (5) Recommendations to Improve TM Appointments. Each theme and the corresponding subthemes are discussed below (See Table 2 for supporting quotes).
Qualitative Themes and Sub-Themes a
This table includes quotes from the survey responses and interviews.
HC, health care; QI, qualitative interview; SR, survey response; TM, telemedicine.
THEME 1: BENEFITS OF USING TM
This theme was defined as participants’ positive perceptions of using TM and included four subthemes. All participants discussed the convenience of using TM (Subtheme 1). One said, “I like it because it’s more comfortable and much easier than getting out and traveling,” whereas another stated, “We live 250 miles away, so it is more convenient.” Others discussed the benefit of having a family member and/or caregiver present during TM appointments (Subtheme 2). In the early phase of the COVID-19 pandemic no one other than the actual patient was allowed during in-person appointments. 25 For an older adult with HF who may have difficulty managing a variety of prescribed medications, this was an important benefit of a TM appointment. Although the third subtheme, Timeliness, was not frequently mentioned, it was notable to those who discussed it. Participants mentioned that access to prompt appointments for unexpected health problems was an advantage of TM and contrasted with the significantly longer delays for in-person appointments.
Most participants discussed Protect Health with Less Exposure (Subtheme 4), which was perceived as a weighty benefit. One participant stated, “It was safer to have the visit via phone than to have to be at clinic with COVID epidemic.” Another stated, “Well, right now, I just won’t hardly go to the doctor because of the pandemic. I did go in … last week, but I was uncomfortable being in there. I didn’t feel safe.” Another stated, “I was so stressed that if I contract the virus, I might die.” The participants were very aware that they were considered “high-risk” due to their age and comorbidity of HF and believed TM was a much safer option for appointments.
THEME 2: PROBLEMS USING TM
This global theme encapsulated data related to perceived problems using TM and has four subthemes: Lack of Experience Using Technology, Limited Available Equipment, Broadband Connectivity, and Chronic Illness/Medical Limitations. Most participants had never had a previous TM appointment, and many had limited experience using technology. Lack of experience using anything except FaceTime was a common trend. One woman stated, “I cannot do video unless it is FaceTime, so the visit was phone conversation only.” Another participant stated, “When you talk about new technology and at 71 (years old) it’s hard to remember how to get on the [patient] portal and do all that stuff you’re supposed to do for a virtual visit.” Still, others had limited equipment—often lacking a computer or tablet—but most owned the smartphone they used for the TM visit. All rural-dwelling participants discussed issues related to broadband connectivity. Some rural participants had to drive to other locations, such as a family member’s home or office to connect to the TM visit.
A key group of data emerged that focused on medical issues impacting their technology use. The study participants had a variety of comorbidities that affected their physical ability to use TM. For instance, one was legally blind, and one recently had a stroke. One participant with severe arthritis experienced trouble holding her smartphone for the TM visit due to joint pain (she had no tablet or computer and held the phone for the entire visit). Some participants encountered issues remembering how to access the TM appointment. Moreover, they identified that the lack of step-by-step printed directions on how to access the site for TM visits was problematic, especially for those with memory issues and/or limited technology experience.
THEME 3: PREPARATION FOR TM APPOINTMENT
We aggregated data into patient or health care system preparations. Most participants discussed the necessity of making prearrangements for the TM appointment (Subtheme 1). Due to the lack of digital health competency, access to a device, and/or access to broadband connectivity, many patients had to coordinate their TM visit with others. For instance, one participant said, “We had to make arrangements with [husband’s daughter] in town….[to connect] in her office.” Others typically arranged with family members to come to their homes to connect to the TM appointment. Often, they had to arrange their TM appointment around their family members’ work or personal schedules.
Patients who had a device often stated that they took steps to ensure they were ready for the TM appointment. For instance, one person said, “I made sure my phone was charged and I had prepared a list of all medications that I’m currently using… Because I knew they would ask about medication.”
On the health care system side (Subtheme 2), some clinics prioritized ease of access for patients to connect to the TM visit site. For example, one patient said, “So, when he called, all I had to do was just answer, punch FaceTime, and we were connected. I could see him, and he could see me.” Some voiced that the office staff did not provide adequate instructions or assistance with the initial TM visit. These few people were the ones who expressed dissatisfaction with TM visits.
THEME 4: FEELING CONNECTED WITH PROVIDER
Most patients wanted a TM visit with their usual provider (Subtheme 1). TM visits with an unknown provider made it more difficult for them to feel connected with their provider. For instance, one participant expressed, “She (new provider) didn’t have any patience when I tried to explain my concerns about the medicine that she wanted me to take at a higher dose. I really only want to talk to Dr. D (my usual doctor). He listens and has so much patience and empathy.” Another stated that a new provider wore a mask during the TM visit, which made the patient feel disconcerted. In contrast, when the provider was known, participants readily felt connected and understood. As one participant noted, “They were thorough. They stayed on the line as long as they felt I needed to be there with them to answer my questions. So again, it’s because Dr. M (usual provider) knew who I was from having seen me in-person before for many years.”
The above quote also emphasizes the importance of positive provider communication (Subtheme 2), such as listening carefully, being attentive, and taking time to explain using understandable language. One participant provided this example: “The Doctor has always taken time by telemedicine or in person to listen and care for me. The nurse on call has always been informative and respectful.” Another important aspect of care was follow-up after the visit. One patient explained, “I appreciate that the Doctor did a follow-up after the telemed visit via phone to check to see how things were going after she made a few changes with…my medication. She was very through [sic] and caring.” However, not everyone received any follow-up. Those who did not discuss how useful it would have been to receive a summary of the visit, they had a record of medication changes or other issues discussed.
THEME 5: RECOMMENDATIONS TO IMPROVE TM APPOINTMENTS
Although most participants had a positive experience despite having limited to no experience using technology, most were pleased with the overall experience. One participant summarized, “I really liked it, and I understand it because of the COVID situation.” Even those reluctant to have a TM visit perceived its need and thought it was beneficial. After completing an initial TM visit, one participant stated, “I don’t like telephone appointments, but I can learn to like it.”
Participants expressed the need for educational materials or training before TM visits (Subtheme 1). They wanted printed instructions on how to connect to the visit and prior notification of the type of TM visit. One participant said, “I’m 71 years old, and with Parkinson’s, you forget. In other words, I used to could remember instructions on how to do things, but now I find that I need to print them out and refer to them on how to do certain things.” Similarly, another respondent asked for “better upfront training on what to do, how to do the call.”
Many participants discussed provider communication style and how it could be improved (Subtheme 2). They want providers who are interested in them and their health, such as one participant remarking that their TM visit could have been improved by their provider “being more virtuous and listening and caring [about] what I have to say.” Another participant discussed that their provider had a mask on during the TM visit and, as a result, they could not determine if it was their usual provider or a resident. Another was frustrated by the amount of time spent waiting in the virtual waiting room for the visit; once their provider joined the virtual call, the provider rushed through the visit.
A similar subtheme (3) emerged, with participants requesting more time for TM visits or more frequent TM visits. Participants discussed how they wanted their providers to take more time explaining procedures or medications, as well as listening to their concerns and responding to their questions. One participant expressed that the TM visit could have been improved by the provider “spending more time with the patient.”
Another factor of concern for patients was communication with the provider and health care system before and after the TM visit (Subtheme 4). One participant reported using the patient portal, but communication, such as follow-up information after the visit, was lacking. Additional information about their care team, such as timely notification and communication concerning changes in providers or case managers, was also important to some participants.
Discussion
Before the pandemic, federal regulations greatly limited where TM could be performed. A fee-for-service virtual clinic visit in a patient’s home was eligible only when the patient was in a designated rural area. Otherwise, patients needed to travel to a regional TM clinic to connect with their provider and receive care.
During the COVID-19 pandemic, regulatory suspension (waiver under Section 1135 of the Social Security Act 26 ) permitted the originating site of service to be the patient’s home. Additionally, payment for telephone visits and evaluation and management crosswalks for coding TM visits expanded care while decreasing the administrative complexity. 26,27 Both health systems in this study implemented and/or expanded TM to provide care. Some clinics and service lines in these health systems were able to seamlessly integrate virtual care, whereas others struggled to implement TM. Hence, the implementation of TM varied from provider-to-provider and clinic-to-clinic in both health systems.
Experiences of participants in our study also varied. The majority appreciated the convenience of TM and stated after their first visit that they would use it again. Of survey respondents, 53.8% reported a variety of positive comments. For example, those who had TM visits enjoyed the convenience, the ability of family members or caregivers to attend, limited exposure to COVID-19, and the ability to receive timely care. Although most participants reported a positive experience, as stated above, 20.9% gave advice on how to improve the visit, and 21.6% reported a negative TM experience. Participants experienced TM limitations due to issues such as lack of experience using technology, limited devices available for use, insufficient broadband connectivity, rushed provider visits, and/or poor health. Some of these issues have been reported in other studies and support our findings. 13 Many older adults with HF also have other chronic health conditions or limitations, so it is essential that providers and clinics be cognizant of these when scheduling a TM visit. It is also vital to determine whether a family member/caregiver should join in the visit or assist the adult in connecting with the TM visit before scheduling.
Participants’ overall recommendations on ways to improve TM visits included the ability to see their typical provider, increased time for the visit especially if it is a new provider, written instructions before the visit on how to connect, and an easily accessible after-visit summary. Recommendations to improve TM visits are summarized (Table 3). We acknowledge that these recommendations are based on a limited number of participants who were patients in two southern health care systems. Older persons living with HF in other regions may express different views and experiences. This study was also conducted early in the COVID-19 pandemic; therefore, health systems and providers might have implemented improvements in their TM care since the study was conducted.
Key Takeaways for Providers and Health Systems to Improve TM Visits for Older Adults
TM, telemedicine.
Conclusions
In summary, many health systems quickly implemented TM visits during the early stages of the pandemic. The findings from our study describe older adults’ experiences with TM use during the pandemic and their opinions related to using TM for their care in the future. They also offer excellent guidance to improve the TM experience for the older adult population.
Footnotes
Acknowledgments
We thank our Community Advisory Board members for their valuable input and contributions to our research project and reports. We were unable to make this possible without their expertise along the way. We would also like to thank the UAMS Cardiology Clinic, UAMS Institute for Digital Health & Innovation nurse call center, and the West Tennessee Healthcare informatics team for their assistance with this project.
Data Access Statement
Following the Transparency and Openness Promotion (TOP) guidelines, deidentified data from this study are available upon a reasonable request to the corresponding author. This study was not preregistered.
Authors’ Contributions
S.R.: Methodology, Investigation, Formal analysis, Writing—Original draft, Review & Editing. J.M.: Methodology, Investigation, Formal analysis, Writing—Original draft, Review & Editing. H.S.: Writing—Original draft, Review & Editing. J.J.: Data curation, Formal analysis, Writing—Original draft, Review & Editing. C.P.: Resources, Writing—Reviewing and Editing. J.S.: Resources, Writing—Reviewing and Editing.
Disclosure Statement
Sarah Rhoads receives royalties for the development of the Angel Eye Webcamera System. Joseph Sanford has potential corporate conflict of interests with Microsoft, Datafy, Kuria, and Qventus. No other authors have a conflict of interest.
Funding Information
This work was supported by a Patient Centered Outcomes Research Institute (PCORI) Award [PCS 1409 24099, 2020]. The statements in this article are solely the responsibility of the authors and do not necessarily represent the views of the Patient Centered Outcomes Research Institute (PCORI), its Board of Governors, or Methodology Committee. The research reported in this publication was supported by the National Center for Advancing Translational Sciences of the National Institutes of Health under award number UL1 TR003107. The content is solely the responsibility of the authors and does not necessarily represent the official views of the National Institutes of Health.
Supplementary Material
Supplementary Data S1
Supplementary Data S2
References
Supplementary Material
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