Abstract
Objective
This study explored patient and caregiver expectations and experiences of virtual primary care in Manitoba, Canada. This study focused on accessibility of care, acceptability and perceptions of quality from ‘users’ of primary healthcare services. Due to the rapid implementation of virtual primary care during the COVID-19 pandemic in Canada, patient/public input was largely bypassed.
Methods
A mixed method was conducted in collaboration with Patient and Caregiver Community Advisors. Data was obtained from 696 surveys and 9 focus groups (n = 41 patients and caregivers).
Results
Data suggest good acceptance of virtual visits, although considered a new experience despite almost exclusive use of the telephone. Participants preferred more input for choosing the type of visit but experienced less stress, time and inconvenience by using virtual care. There were mixed opinions of quality. More complex visits were associated with incomplete consultations and serve as one exemplar of the limitations due to lack of physical presence or contact. Unique communication skills were required to convey health concerns adequately and accurately. A more transactional approach was perceived from the lack of visual cues and the awkwardness associated with pauses during the phone conversation. Virtual care may be better used for certain circumstances but should encompass patient-centred decision making for when and how. Many expressed interests in video options; technology access and user ability are additional considerations for advancing virtual care.
Conclusions
The experiences and recommendations from patients and caregivers provide an important contribution to decision-making and integrating and sustaining quality virtual care for patient-centered healthcare service delivery. Keywords: Virtual care experiences, primary care, patient-oriented research, mixed methods, COVID-19.
Keywords
Introduction
Patients and caregivers experienced significant changes in the delivery of primary health care services during the COVID-19 pandemic. In adjusting to requirements for physical distancing, there was a rapid adoption of virtual care in Canadian primary care settings to minimize the need for in-person visits unless absolutely necessary.1–3 Virtual care is defined as “any interaction between patients and/or members of their circle of care, occurring remotely, using any forms of communication or information technologies.” 4 (p. 609). In Canada, virtual visits have generally been in the form of telephone (and some video) calls, with remuneration introduced during COVID to facilitate access or consultation with primary care providers. The pandemic has highlighted many gaps in the health care system, with insights based on patient and caregiver knowledge and direct experience. 5 Virtual visits appear to be one example of a sustained change resulting from the pandemic; however, rapid responses to facilitate delivery of health services resulted in patient and public stakeholders’ input being largely bypassed.
In Canada, investigation into patient and caregivers’ experiences of virtual care has been increasing,6–9 employing both quantitative and qualitative methodologies. Research has begun to examine barriers for accessing virtual care, 7 the type of healthcare provider and individual preferences and satisfaction using virtual technology in primary care, 8 and considerations around the quality and future use of virtual care in hospital settings.6,9 Regarding patient's experiences, previous research found that patients appreciate virtual care accessibility,8,9 they found it convenient, and are willing to continue to use virtual care after the COVID-19 pandemic. 8 Patients have reported that the effectiveness of virtual care depends on the complexity of the medical visit and is a factor influencing an effective patient–provider relationship. Different cultural backgrounds and limited access to the internet in rural areas have been identified as barriers to virtual care use. 7 Ethnically or racially diverse individuals were found to be less likely to recommend virtual visits compared to caucasian patients.6,9 There have been few patient-oriented mixed-methods studies benefiting from the input of Patient and Caregiver Community Advisors who collaborate with the research team across all phases of the research, particularly to investigate virtual interactions between patients, caregivers and community-based primary care providers.
This patient-oriented research focused on the perspectives of patients and caregivers as the predominant ‘users’ of primary healthcare services who experienced virtual care visits during the COVID-19 pandemic. This research aimed to obtain patients’ and caregivers’ insights into accessibility, acceptability (highlighting both the benefits and challenges) and perceptions of virtual care, while exploring whether these outcomes were associated with specific demographics or types of visits. Given the importance of patient and caregiver expectations, experiences, equitable access, safety and a supportive environment for virtual care delivery, 10 our goal was to ensure their voices are placed in the forefront of virtual care discussions in order to learn from their perspectives and inform recommendations that will promote sustainable, patient-centred virtual care.
Methods
Study design and setting
This study was part of a larger research initiative using an exploratory sequential mixed method across two study phases (Figure 1). 11 This approach optimized combining clinical health information, survey and qualitative data from providers, patients and caregivers for a multilevel perspective of virtual care from key ‘user’ groups, drawing from their experiences during the COVID-19 pandemic. 12 The first phase, reported elsewhere, characterized the use of virtual visits in primary care using data generated by the electronic medical records. 13 Perspectives of health care providers about the drivers, barriers, and nuances of virtual care are currently being analyzed. In this paper, we focus on findings regarding the outcome, quality and future use of virtual visits as well as an in-depth understanding of the reasons for patients’ use of virtual care.

Sequential mixed methods design for virtual visits and management of primary care in a pandemic environment.
The advancement of patient engagement (PE) in research, driven by the need to include patients as experts who have experiences and knowledge of living with a health condition and navigating the healthcare system, incorporates “meaningful and active collaboration in the governance, priority setting, and conduct of research and knowledge translation.” 14 (p. 5) Through this more participatory approach and actively engaging patients and caregivers, there is opportunity to formulate relevant research questions and improve study design. 15 Additionally, engaging patients and caregivers as part of the team can have a substantial role in improving care delivery, and contributing to leadership decisions on policy and practice at the organizational and governance levels. 16
The full study received approval from the University of Manitoba's Health Research Ethics Board (HS24197/H2020:377) and all participants provided consent prior to their participation. The GRIPP (Guidance for Reporting Involvement of Patients and Public) checklist was utilized in the production of this manuscript. 17
Patient and caregiver community advisors
A Patient and Caregiver Community Advisory Committee, comprised of 4 members (two patients and two with additional responsibilities as caregivers) with lived experience of virtual care, was initiated early in the research to achieve collaborative and co-produced patient-informed research. In this study, lived experience means patients or caregivers who have attended one or more virtual care visits previous to the study. All advisory committee members had active roles throughout the study and participated in various research activities, including framing research questions, providing input on survey and interview questions, attending research team meetings, reviewing data, and translating results. One member of the Committee analyzed focus group (qualitative) transcripts. Feedback from Advisory members was facilitated by setting the frame for the discussion, creating an atmosphere to encourage open dialogue, and ensuring all members felt comfortable sharing their thoughts, perceptions, views, and ideas with all members of the research team. 18 Advisory members were compensated for their time dedicated to the study. 19
Participants
Adult patients and caregivers (18 years and older) across the province of Manitoba (with a population slightly over 1.3 million) 20 who had received at least one virtual visit either by telephone or video from a primary care provider (i.e., family physician, nurse practitioner, or pediatrician) between March 14, 2020 and June 30, 2020 were eligible to participate in the survey. 16 A caregiver was an individual who self-identified as caring for another person who had a virtual visit.
We included patients and caregivers who had experienced one or more visits with a primary care provider between March 14, 2020 and June 30, 2020 and answered the survey. Patients and/or caregivers who completed the survey were invited to attend a focus group for more in-depth exploration of virtual care. Those who agreed to participate in focus groups were included in the focus group.
Data collection
Patient/caregiver survey
A brief survey consisting of 18 questions took approximately 10 minutes to complete and was designed with input from Patient and Caregiver Community Advisors to ensure relevance and appropriateness while minimizing participant burden. Survey content included constructs identified within the virtual care literature, and based on items obtained from several well-established instruments21,22 including practical aspects of virtual care such as how the visit was conducted, reason for the visit, quality of communication, confidentiality, and other options considered as an alternative to virtual care. Additional questions inquired about transactional use of virtual care (i.e., perceived quality and impact on care), the outcomes of the visit, i.e., whether the visit was complete and if further follow-up was needed and perceptions of virtual care as an option for future visits (Supplementary Material, Appendix I). A complete visit occurs when the patient's concerns can be resolved during the visit, while an incomplete visit implies that further steps are needed to solve the patient's concern.
Patients/caregivers may have heard about the study in two ways: 1) After they had a visit (virtual or in-person) with a primary care provider participating in this study. The participating primary care providers were recruited through a newsletter and a local primary care research network. 23 In this case, the distribution of the survey was facilitated by using a secure web-based link to an online survey platform 24 or via an integrated module within the Electronic Medical Record (EMR) provided by Ocean (CognisantMDTM). 25 All communication between the clinic EMR and patients and caregivers was encrypted. 2) Through social media and advertisements in community and broadsheet newspapers. In this case, a web-based link to the online survey platform was also publicly available through messaging on social media and advertisements. Importantly, all participants had access to the survey in the same way: a web-based link to the online survey platform.
Patient and caregiver focus groups
Patients and/or caregivers who completed the survey were invited to attend a focus group for more in-depth exploration of virtual care. Those who agreed to participate in focus groups were asked to complete a brief demographic questionnaire and a signed consent form. Focus groups were conducted using Zoom videoconferencing. 26 It has been suggested that the online environment could make it difficult for the moderator(s) to observe non-verbal cues or to manage the number and speed of overlapping discussions, 27 therefore we limited the session attendance to 5 or fewer participants. 28 The interview guide was co-designed by the Patient and Caregiver Community Advisors (Supplementary Material, Appendix II) with topics of discussion focusing on accessibility, acceptability, and perceptions of quality care. Participants were asked to expand on the benefits and challenges of using technology, the impact of a virtual visit on provider-patient/caregiver interactions and considerations for virtual patient care in the future. Focus group sessions sought to elicit examples from participants of what elements of virtual care worked and/or what needed to be changed.
Focus group sessions were facilitated by GH and AB, lasted approximately 60 min and participants were provided with a $50 gift card honorarium. Discussions were audio-recorded and transcribed to provide verbatim data and preserve the authenticity of the feedback and reduce recall bias when conducting the analysis. Participants were given an opportunity to debrief with the focus group facilitators afterwards if they felt it necessary to do so. This provided a brief opportunity for the participants to reflect at the conclusion of the focus group, ask questions of the researchers, and provide any additional data outside of the recording.
Analysis
Data collected from surveys and focus groups were anonymized and aggregated prior to analysis and therefore not associated with a specific patient or patient record. Patient surveys and focus group data were first analyzed independently and then merged to gain a comprehensive understanding of virtual care and its transactional use in primary care practices in Manitoba, Canada.
Quantitative analysis
A total of 700 surveys were collected from the combined data sources (Ocean, SurveyMonkey). Of the total collected, 4 surveys were blank, yielding a total sample of 696 surveys eligible for analysis.
The data (survey and focus groups) were analyzed for the primary purpose of describing participants’ perspectives regarding the outcomes, quality and use of virtual visits with few inferential goals. For the quantitative analyses, we consider Weisberg & Bowen (1977) 29 guidelines suggesting 400 observations are needed from an e-survey, accepting an error level of 5%. An online survey calculator 23 suggests a sample of 385 considering the total population of Manitoba (1,342,000 as per Statistics Canada data), 20 95% confidence and 5% margin of error. For the inferential statistics, findings from a large study conducted by Neves et al. 30 informed the proportions (.06–.51) used to calculate the sample size needed. Our sample far exceeded the minimum size needed to explore the specified associations; however, the larger sample size improved statistical power.
Statistical analysis
Descriptive statistics were calculated for rank order and multiple-choice responses to the questions about experiences with their most recent virtual care visit and input about future virtual care visits. Bivariate analysis including cross-tabulations with chi-square and Fisher's exact tests of independence was used to examine the seven reasons for the virtual visit (the independent variable) and whether each was associated with a specific visit outcome (the dependent variable). The target outcomes included whether the reason for the visit was associated with participants’ reporting the visit as complete or incomplete as well as associations with the quality of the visit reported as better, same or worse. Additional chi-square tests explored associations between the quality of the visit and the future use of virtual care.
Qualitative analysis
Two members of the research team (GH, AB) reviewed transcripts from nine audiotaped focus group sessions, consisting of a total of 41 patients/caregivers. All focus group transcripts were imported into the NVivo 12.0 software program for coding. A content analysis 28 approach was used by the researchers and patient partner (KM) to review transcripts first independently, and then altogether. The researchers analyzing the data first read the transcripts and then coded statements and segments. Initial or open coding was completed iteratively resulting in an approved code list created from input of the team members. The codes were then structured into categories by grouping the data, and finally collapsing categories into higher order themes. Each step was accompanied by regular discussions between those analyzing the data, drawing on each other's perspectives and insights to promote collaborative reflexivity 31 as we sought consensus regarding the approach and findings. The themes represent the main categories to describe virtual primary care visits from the patients’ and caregivers’ experiences and were labeled to reflect the content of the sub-categories and further triangulated with findings in current literature.32,33 Direct quotes used to exemplify summarized findings are listed in Table 6.
Results
Sociodemographic characteristics
The sociodemographic characteristics of survey and focus group participants are presented in Table 1. Survey participants were mostly between the ages of 61–70 (n = 200, 28.7%) and 51–60 (n = 131, 18.8%). The majority of survey participants identified as female (n = 535, 76.9%), declared English as their preferred language (n = 688, 98.8%) and reported good (n = 297, 42.7%) or excellent (n = 282, 40.5%) ability to use computers. Regarding community size, 54.6% (n = 380) of the survey participants lived in urban areas, and 56% (n = 390) spent less than 15 minutes traveling to their primary care clinic.
Socio-demographic characteristics of the survey and focus group participants.
Similar to the survey respondents’ demographic characteristics, most participants in the focus group were females in the 61–70 age group, declaring English as their preferred language, living in urban communities, and with good or excellent ability to use computers.
Patient survey
Survey completion rates and responses to each of the survey questions are summarized in Table 2. The telephone was reported as the most widely used method of communication (n = 633, 91%), compared to video (n = 4, 0.6%), and the use of video and telephone visits (n = 8, 1.1%). The most commonly reported reasons for having the virtual visit were for follow-up of test results (n = 245, 35.2%), follow-up to a previous appointment (n = 228, 32.8%), consultation about an ongoing or chronic health concern (n = 198, 28.4%), and to seek medical care or advice for a new health concern (n = 196, 28.2%). Saving time (n = 528, 75.9%) and more convenient access to care or services (n = 444, 63.8%) characterized the experience of virtual care.
Summary of patient survey responses to virtual care visits.
Most virtual visits were considered completed (n = 621, 89.2%) and helpful (n = 602, 86.5%). A dichotomous dependent variable for incomplete visits was created based on five of the seven survey responses which identified a visit as incomplete. Among the respondents who had experienced at least one of the seven reasons for a virtual visit, only two reasons resulted in a statistically significant difference in the outcome of the visit. First, 12.78% of visits in which individuals were seeking medical care or advice for ‘a new health concern’ were reported as incomplete (χ2 = 7.850; df = 1; p = 0.005). Second, there is a statistically significant difference in the outcome among individuals who reported on a virtual visit for ‘follow up after discharge from hospital’ (χ2 = 4.823; df = 1; p = 0.028), (Table 3).
Bivariate association analysis: outcome of virtual visits.
Note:
χ2 = Chi-square, df = degrees of freedom, p-value of χ2
n.a. For very small sample sizes (N < 5) we report the Fisher’s exact test p-value and not the chi-square test
When asked to compare a virtual visit to an in-person visit, respondents felt the quality of the primary care visit was the same (n = 406, 58.3%) or better (n = 79, 11.3%), however, 17.2% (n = 120) reported the quality as worse. A large number (n = 91, 13.1%) were not sure or did not respond to the question regarding quality of the visit. Chi-square tests were used to explore whether the reasons for the visit were related to the quality of the visit. A categorical variable for the quality of the visit was created based on three of the four survey responses which identified a virtual visit as being better, same, or worse compared to an in-person visit. There were no statistically significant differences between any of the reasons for the virtual visit and the quality of the visit (Table 4). A sensitivity analysis was conducted by considering different options for constructing the quality variable (i.e., worse and non-worse, better and worse). The same result was obtained after the sensitivity analysis (Tables 4a and 4b). These results suggest that the quality of the visit does not depend on the reasons for the visit.
Bivariate association analysis: quality of virtual visits.
Note:
χ2 = Chi-square, df = degrees of freedom, p-value of χ2
n.a. For very small sample sizes (N < 5) we report the Fisher’s exact test p-value and not the chi-square test
Sensitivity analysis: Quality of virtual visits (worse, non-worse).
Note:
χ2 = Chi-square, df = degrees of freedom, p-value of χ2
n.a. For very small sample sizes (N < 5) we report the Fisher’s exact test p-value and not the chi-square test
Sensitivity analysis: Quality of virtual visits (better, worse)
Note:
χ2 = Chi-square, df = degrees of freedom, p-value of χ2
n.a. For very small sample sizes (N < 5) we report the Fisher’s exact test p-value and not the chi-square test
Finally, the majority of respondents were either in favour of virtual visits in the future (n = 449, 64.5%) or reported being open to considering the possibility (n = 172, 24.7%). When asked about the purpose for which the respondent would use virtual visits, the most frequently selected options were to receive test results (n = 604, 86.8%), prescription renewal (n = 603, 86.6%), and follow-up for a health problem (n = 515, 74%). Demographic variables were not found to predict willingness to use virtual visits in the future (logistic regression not presented here). Furthermore, we noted the skewed distribution of the outcome variable, with 95% of the sample willing to consider using virtual visits in the future. We then used a chi-square test of independence to explore the association between the quality of the visit (the independent variable) and willingness to use virtual visits in the future (the dependent variable). A categorical variable for the future use of virtual care was created based on the three survey responses (i.e., yes, open to considering, no). There was a statistically significant difference in the willingness to use virtual visits in the future among individuals who reported different outcomes for the quality of the visit (χ2 = 130.5; df = 2; p < 0.0001). Among the respondents who are willing (vs not willing) to use virtual visits in the future, 91.67% also reported the quality of the visit was either the same or better. Among those who are not willing to use virtual visits, 81.25% reported the quality of the visit as worse. Thus, the result suggests an association between the quality of the visit and the future use of virtual care (Table 5).
Bivariate association analysis: Future use of virtual visits.
Notes:
χ2 = Chi-square, df = degrees of freedom, p-value of χ2.
Focus group interviews
A total of 5 themes and 16 subthemes with illustrative quotes were identified and presented in Table 6. The key themes are: 1) virtual care was a new experience, 2) mixed opinions on quality of the interaction, 3) virtual visits mitigated the stress of a trip to the clinic, 4) challenges of virtual visits were compounded by no physical presence or contact, and 5) virtual care is best utilized for particular instances.
Themes, subthemes, and additional supporting quotes from focus group sessions.
Virtual care was a new experience
Virtual care was described as a new experience encountered by participants during the COVID-19 pandemic. The rapid response to COVID-19 required alternative options for healthcare consults; despite the growing awareness and use of various communication technologies, virtual visits occurred predominantly by telephone. Participants had few privacy or safety concerns when exchanging information by telephone. However, it was commonly reported that patients had limited choice about the type of visit (in-person or virtual) being scheduled: “…the receptionist gave me such and such a date…[and] said to make sure I’m at my phone within that hour time period.” (FG 4, P5) Another added: “…the doctor reviews and decides which appointments will be in-person, and which will be on the phone.” (FG 5, P5) Participants felt strongly that patients should be given the opportunity to choose the type of visit based on their preferences.
Mixed opinions on quality of the interaction
Although virtual visits were generally rated as acceptable, they were given mixed reviews when discussing more specific elements of the visit. While telephone visits were conducted on time and considered more accessible, with substantially less wait times to see providers, virtual visits at times felt rushed and impersonal. Many focus group participants commented that calls were on time, “…she would actually call me on the spot, like on the dot, like literally on the dot…” (FG 4, P4). Several also felt they could schedule an appointment time sooner with a virtual visit: “I went to book an appointment on a Friday afternoon… and I got an appointment for Monday morning, and I was like, okay, I really like this. Yeah.” (FG 3, P3)
Virtual visits mitigated the stress of a trip to the clinic
Virtual visits were thought to mitigate stressors participants commonly experienced with an in-person visit to the clinic, for example, the costs associated with travel: “the gas, the parking and your time in terms of going in person is, it's really, really very tasking in terms of traveling to the doctor in person.” (FG 4. P4). Also, participants noted the reduced health risk(s): “It saves an awful lot of wait time in a waiting room, crowded with other people that you might be exposing yourself to other things, not necessarily COVID, but you know, colds and flus” (FG 5, P1).
Challenges of virtual visits were compounded by no physical presence or contact
The timeliness and swift response noted as positives of virtual care were also met with some negatives. For example, participants mentioned feeling rushed and/or an impersonal undercurrent of virtual visits: “there's a feeling that you need to fill in every moment with talking or else the doctor may end the call. So there doesn't seem to be any room for reflection on what you’re taking in, the information you're taking in or giving.” (FG 1, P4) Participants also commented on how good telephone communication skills were necessary for themselves and their providers; finding the right vocabulary to describe their issues and responding more effectively to questions from the provider were essential and not as easily achieved on the telephone when compared to a face-to-face visit. “I have to be much more prepared than for an in-clinic visit, simply because you don't have the ability to communicate visually and the doctor can't really see, respond to your reactions, which there's a big hole I find in communication that way.” (FG 1, P4).
The challenges associated with virtual care appeared to intensify by the lack of patient-to-provider contact participants experienced with telephone visits. While there were situations in which virtual care seemed more suited, there were also a number of instances where it was considered not appropriate. “I still like to reserve the point about the actual, the person in-person visit with a doctor, especially if I am seriously ill or in great pain and so on. I feel that I could explain better.” (FG 2, P4). Similar notions were expressed regarding the quality of virtual care visits: “I would imagine that you’re obviously not picking up body language through a phone call and maybe that would add to a better diagnosis.” (FG 5, P5)
Access to technology, although seen as the gateway to modernized health care was often challenging and not equitable for all. Focus group participants recognized the overall limitations of technology, not specific to any particular age group, where access to virtual services related more to its affordability and geographical connectivity: “there's a pretty large population that even though they have a cell phone, they don't have any data or any minutes. And so they have to be in a Wi-Fi zone in order to take that call and so they could be hanging out in front of 7-Eleven for an hour waiting for that call using the free Wi-Fi there.” (FG 5, P4)
Virtual care is best utilized for particular instances
Overall, virtual care was thought to be best utilized for particular conditions or instances such as receiving laboratory results or prescription renewals. Preferences for in-person visits still prevailed over virtual care as participants felt there are a range of circumstances in which a physical exam or in-person conversation is most suitable. In addition, these circumstances needed to respond to patients’ needs, and therefore a prescriptive template or approach for determining appointment type would not be the most suitable. Virtual care was also thought to be less suited for patients who were new to providers since establishing a relationship is best achieved in-person as opposed to over the telephone, or virtually. “I wouldn't want my first visit to my doctor to be virtual. Only after you built up the relationship with the doctor, does it seem appropriate to then rely to certain extent on virtual care.” (FG 2, P1) A second participant added: “The reasons these interviews work is because [the physician] knows me. (FG 4, P1)
Discussion
The experiences shared by the participants through focus group interviews and patient surveys enabled an in-depth investigation of virtual care. The reasons for having a virtual visit were described, as were the benefits and challenges experienced by the participants. The findings converged on three topic areas: 1) the use or basic logistics around virtual visits, 2) the quality of the virtual visit experience, and 3) considerations for future use.
Logistics
A key theme emerging from the focus group discussion was that virtual care was a new experience even though the telephone was predominately used for a virtual visit with primary care providers. It is likely the rapid introduction of virtual care required using the most accessible option for the largest number of people, and hence the use of telephone.
All participants similarly identified the most common reasons for the virtual visit; however, the focus group discussions allowed a more in-depth exploration of the process for obtaining an appointment, decision making around the type of visit and patient preferences. In fact, a key message from the participants was their limited opportunity to decide on the type of visit and felt strongly that patients should have a role in choosing the type of visit based on their preferences. While most preferred in-person visits with their regular health care provider, the option to use virtual care in future should be tailored to patients’ needs, preferences and expectations. Further, study participants recommended providers be equipped with agreed upon criteria or practice standards for what constitutes an appropriate virtual visit or necessitates an in-person visit. In turn, they articulated that patients should be educated on general criteria, so they have a better sense of what to expect and can be better equipped to request a particular kind of visit. The participants conveyed a bit of a learning curve occurring during the initial use of virtual care and suggested sustained use may require more discussion with patients to promote inclusive decision-making regarding the type of visit (virtual or in-person). Initially, more time may also be needed to foster an empathic connection, guide patients through a virtual interaction and ensure they are satisfied with the visit. 34
Quality
A large number of participants in both the survey and focus groups responded positively to the concept of virtual care. It was clear that virtual visits were convenient, saved the user (and/or a caregiver) the time and stress of having to travel to a clinic, or having to deal with parking challenges, to name a few. In the experience of the participants, there was less wait time to see a provider and the visit was generally conducted on time. The cost savings, convenience, and accessibility of virtual visits that patients reported as beneficial have also been found elsewhere in the literature.8,9,35–37
Most virtual visits were considered completed and helpful, and participants indicated their capacity to determine follow up. The two scenarios most associated with an incomplete visit were for ‘a new health concern’ or for ‘follow up after discharge from hospital.’ Intuitively, these two reasons for virtual visits demand more personal connection, in-person conversation, and physical examination. In further exploring the limitations of the focus group participants, it was evident that they felt complex situations demanded more personal connection, in-person conversation, or physical examination.
When asked about the overall of quality of the primary care visit when conducted virtually, it was generally reported as the same or better however there was also a notable number of respondents either reporting the quality as worse or simply unsure or not responding to this question. There were no statistically significant differences between any of the reasons for the virtual visit and the quality of the visit as reported in the surveys. The focus group participants concluded that no matter the reason for the consultation, a virtual interaction with the primary care provider was simply not the same as having an in-person visit. From this more in-depth exploration of quality, more nuanced descriptions of expectations and the quality of communication emerged, resulting in mixed reviews of quality. Participants articulated the lack of patient-provider contact as being a factor when trying to address more complex health issues; the missing physical assessment, whether visual or tactile, left some unease among the participants. Further, they felt a sense of responsibility for adequately and accurately conveying all aspects of their health concern. This was also accompanied by uncertainty and the visual cues or facial expressions that gave them a sense they were understood along with the provider's reaction to the information provided. At the same time, many participants felt the phone did not allow the ‘space’ for silence and, as per usual telephone conversations, if there was a pause then it was an indication of the conversation drawing to a close. In other words, there was little opportunity to pause, reflect or think through how an issue was being presented. This was one example of how a telephone visit felt rushed and took a more transactional approach, and thus feeling more impersonal. Similar to other studies, the barriers of virtual care included a loss of physical interactions with providers,8,38,39 the inability to use visual cues,35,37,40 and lack of personal connection. 7
Participants believed that being more prepared for future virtual visits would improve their overall experiences of virtual care. To them, keeping better track of their health history, creating a list of discussion items before a telephone visit, and using vocabulary that best describes their issues were recommended. They recommended the provider have more education and access to resources to help them implement more user-friendly language and better communication with patients. These drawbacks of virtual care need to be considered in the decision about what kind of visit is most appropriate. Improving communication skills is a responsibility for both providers and patients.
Future use
Participants would either like the option or were open to considering phone or computer consultations in the future, however positive uptake of future virtual care was associated with the perceptions of quality in past visits. The participants suggested several indications for when virtual care may be useful in future, such as for prescription renewal, follow-up of a health problem or for test results. Respondents were also very aware of how frequently a consultation would be limited by lack of physical assessment. They also felt virtual care would not be suitable when seeing a health care provider for the first time as a relationship needs to be developed to support the communication and consultation processes.
Overall, participants acknowledged the increasing role of technology mediating health care interactions but still maintained there needs to be a patient-centred approach for deciding when and how it should be used. In essence, there was a strong preference for a hybrid model, with both virtual and in-person care options being offered in the future. On the one hand, virtual visits were limited to some people who did not have access due to unreliable internet connectivity, cell service or even limited telephone options. The health equity barriers associated with the use of technology have been pointed out in other studies.7,9,41–44 On the other hand, and for those who had greater capacity to engage through technology, many participants expressed willingness to have more video visits. While prior research has shown video consultations to be acceptable, safe, and effective for a variety of health conditions,45–52 a very limited number of participants in this study were given the option of video visits. Video visits could enable participants to have more visual interactions with providers 6 and perhaps satisfy the need for more human contact, which was thought to be currently missing. Of note, the recommendation was made by study participants with greater representation from an older age category. In fact, 83.2% of the participants declared to have excellent or good ability using computers, thus dispelling the notion that video visits are preferred by younger patients.6,53 These findings suggest careful consideration of access to technology and ability to use computers.
Strengths and limitations of the study
A highlight for the research team and a strength of this research was the collaboration with Patient and Caregiver Community Advisors. Despite the inability to attend in-person meetings due to COVID-19 pandemic restrictions, members participated using videoconferencing to provide important feedback throughout the study. This was pivotal to determining ease of use/readability of the survey instrument and enhanced its face validity. However, the survey was not pilot tested further, and this may be a limitation.
The community advisors’ engagement and facilitation in disseminating study findings were some of the highlights of this collaboration, which resulted in authorship on abstracts as well as attendance and presentations at virtual conferences. Importantly, our research corroborates a similar and important message as others10,54 in that, patients should be the focal point of health system decision-making and more engaged in consultations about the future application of virtual care.
The novel use of the electronic medical record to cue automated distribution of patient surveys in Manitoba helped minimize the burden of research participation on clinical practices. However, the reliance on technology for distribution of the surveys may limit the findings by missing input from those who do not have adequate access to the internet or technology, have difficulty navigating an online survey or do not have a regular primary care provider. The broader invitation to participate in the survey using community newspapers and a mixed method approach are strengths of this study.
Certain groups, including patients with low income, limited English proficiency, or sensory impairments are under-represented in the patient survey responses, and may also be a limitation given that the focus groups were conducted using Zoom. Although the survey and focus group samples were mixed, there were more female than male participants. Also, the number of responses in some categories of the quantitative analysis was quite low and require further investigation. Inclusion of more male-affiliated experiences and those of a younger population may have resulted in different views based on different access and interactional experiences. Inclusion of more regional representation, including more participation of Northern and remotely located communities and participants would have made the results more generalizable to the overall population of patients receiving virtual care.
Finally, we recognize the rapid pace with which technology has been adopted for communicating during and since the pandemic environment; these results represent a unique point in time but have imparted important points about patient-centred use of technology for virtual primary care visits they develop and advance toward the future.
Conclusion
Virtual care enabled patients to access primary health care services while maintaining physical distance; however, the rapid up-scale of virtual care during the COVID-19 pandemic left many questions about the impact on patients and their interactions with primary care providers. Drawing from the experiences of patients and caregivers, as the predominant ‘users’ of the health care system, we gain much needed insight into accessibility of care, acceptability (highlighting both benefits and challenges) and perceptions of quality of virtual care. Findings indicated that virtual care did have a place in the health system, virtual visits were better suited to address some issues over others, and patients should be given a choice based on their preferences together in consultation with their provider. The recommendations from study participants are an important contribution to decision-making, integrating and sustaining quality virtual care for long-term use. This patient-oriented research highlights the importance of ensuring that the voices of patients and caregivers are at the forefront of virtual care discussions and guideline development for patient-centered healthcare service delivery.
Supplemental Material
sj-docx-1-dhj-10.1177_20552076241232949 - Supplemental material for Patients’ and caregivers’ experiences of virtual care in a primary care setting during the COVID-19 pandemic: A patient-oriented research study
Supplemental material, sj-docx-1-dhj-10.1177_20552076241232949 for Patients’ and caregivers’ experiences of virtual care in a primary care setting during the COVID-19 pandemic: A patient-oriented research study by Gayle Halas, Alanna Baldwin, Kerri Mackay, Ernesto Cardenas, Lisa LaBine, Phyllis Cherrett, Linda Abraham, Vivianne Fogarty, Alexander Singer, Alan Katz and Sarah Kirby in DIGITAL HEALTH
Supplemental Material
sj-docx-2-dhj-10.1177_20552076241232949 - Supplemental material for Patients’ and caregivers’ experiences of virtual care in a primary care setting during the COVID-19 pandemic: A patient-oriented research study
Supplemental material, sj-docx-2-dhj-10.1177_20552076241232949 for Patients’ and caregivers’ experiences of virtual care in a primary care setting during the COVID-19 pandemic: A patient-oriented research study by Gayle Halas, Alanna Baldwin, Kerri Mackay, Ernesto Cardenas, Lisa LaBine, Phyllis Cherrett, Linda Abraham, Vivianne Fogarty, Alexander Singer, Alan Katz and Sarah Kirby in DIGITAL HEALTH
Footnotes
Acknowledgements
The authors would like to acknowledge the support of Sabrina T. Wong, Siddhesh Talpade, Elissa M Abrams, Jose Francois and Eric Bohm.
Contributorship
GH and AS conceptualized the study. GH, AS, AK, AB, LL, SK were involved in protocol development, and gaining ethical approval. AB and GH were involved in patient recruitment, data collection and analyses with additional assistance from KM, and LL. AB wrote the first draft of the manuscript. GH, KM, EC and LL completed subsequent revisions and additional analyses. All authors reviewed and edited the manuscript and approved the final version.
Declaration of conflicting interests
The authors declared no potential conflicts of interest with respect to the research, authorship, and/or publication of this article.
Ethical approval
University of Manitoba's Health Research Ethics Board (HS24197/H2020:377)
Funding
The authors disclosed receipt of the following financial support for the research, authorship, and/or publication of this article: This work was supported by a Manitoba COVID-19 Rapid Response Research Grant awarded to Dr Gayle Halas by Research Manitoba.
Guarantor
GH
Supplemental material
Supplemental material for this article is available online.
References
Supplementary Material
Please find the following supplemental material available below.
For Open Access articles published under a Creative Commons License, all supplemental material carries the same license as the article it is associated with.
For non-Open Access articles published, all supplemental material carries a non-exclusive license, and permission requests for re-use of supplemental material or any part of supplemental material shall be sent directly to the copyright owner as specified in the copyright notice associated with the article.
