Medical Decision MakingThe psychometric properties of Observer OPTION5, an observer measure of shared decision making
Introduction
Brief patient reported measures are the most scalable means of assessing the level of shared decision making (SDM) in routine clinical encounters. However, patient reports can be subject to halo, leniency and gratitude biases, which tend to provide unvarying high scores (ceiling effects) that make it difficult to discriminate between high and low achievement of SDM [1]. Observer (direct) measures, where trained assessors directly observe behavior via, for example, recorded (audio, video, transcript) encounters, are theoretically less prone to these effects, and can be triangulated with patient reported measures to produce more comprehensive assessment [2].
There are several observer measures of SDM, ranging 7–70 items [3], [4], [5], [6], [7], [8], [9], with variable levels of reliability and largely unexamined validity [10]. Observer OPTION12 (OPTION12) [6] is the most commonly-used observer measure. OPTION12 is a one-dimensional scale, consisting of 12 items, which focuses specifically on clinician behavior. While discriminative validity of OPTION12 is satisfactory, inter-rater reliability has been mixed [11]. In addition, OPTION12 has also been criticized for it lack of focus on the elicitation of patient preference. Some specified behaviors are rarely observed (Item 2, Item 3 and Item 10). In addition, assessor burden is high due to the high number of items, which may not occur in a linear fashion during a medical encounter. In hindsight, Elwyn et al. [12] believe OPTION12 contained some items depicting an idealized form of SDM that is unrealistic in the real world, and missed items that address other core aspects, such as dealing with patient preferences [13].
Observer OPTION5 was developed as a five-item measure to address issues with OPTION12 (http://www.optioninstrument.org/) with fewer items and a focus on the assessment of patient preferences [12]. OPTION5 is based on Collaborative Deliberation, a conceptual model describing the process of patients considering alternative health care options, in collaboration with clinicians and others. While existing theories of health care communication focus on decision making of a single individual, the model of Collaborative Deliberation was an attempt to develop a model that considers a collaborative effort. The model consists of five core dimensions: (1) constructive interpersonal engagement, (2) recognition of alternative actions, (3) comparative learning, (4) preference construction and elicitation, and (5) preference integration [14]. The goal was to provide a more efficient measure, that focused more on the core components of SDM while retaining good psychometric properties.
This study aimed to assess the psychometric qualities of OPTION5 using video and audio recorded clinical encounters from two trials, the Osteoporosis Choice Randomized Trials [15] and the Chest Pain Choice Trial [16].
Section snippets
Study design
Data was analyzed from two trials assessing the impact of patient decision aids (PDAs) used during the medical encounter: the Osteoporosis Choice Randomized trial [15] and the Chest Pain Choice trial [16]. In the Osteoporosis Choice trial, postmenopausal women in primary care aged 50 years or older, at risk for osteoporotic fractures, and eligible for bisphosphonate therapy were randomized to an intervention or usual care arm. The World Health Organization's Fracture Risk Assessment Tool (FRAX®
Results
Across the randomized trials, 151 patients received PDA interventions and 160 received usual care. Participant characteristics are outlined in Table 1.
Discussion
In a sample of audio and video data from clinical encounters in two randomized trials, OPTION5 produced valid and reliable estimates of SDM. OPTION5 demonstrated discriminative validity, concurrent validity with OPTION12, intra-rater reliability and promising inter-rater reliability at the item level. Raters welcomed the improved differentiation between target behaviors and the reduced cognitive burden of the tool compared to the 12-item version.
We acknowledge several study limitations. New
Conflicts of interest
No external support was received for this work. Glyn Elwyn has received funding from the Informed Medical Decisions Foundation, Boston, MA, USA, and provides ad hoc consulting to Emmi Solutions, Chicago, IL, USA. MRG was supported by CTSA Grant Number TL1 TR000137 from the National Center for Advancing Translational Science (NCATS). This manuscript's contents are solely the responsibility of the authors and do not necessarily represent the official views of the NIH. No other authors have
Acknowledgments
We would like to acknowledge Dr. Annie Le Blanc and Dr. Megan Branda for their comments on the study design, and Angela Sivly for her work as an OPTION5 rater.
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