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Original Research

Development of a questionnaire to assess patient satisfaction with allergen-specific immunotherapy in adults: item generation, item reduction, and preliminary validation

, , , , , , & show all
Pages 239-250 | Published online: 24 May 2011

Abstract

Background:

Allergen-specific immunotherapy (SIT) is a treatment capable of modifying the natural course of allergy, so ensuring good adherence to SIT is fundamental. Up until now there has not existed an instrument specifically developed to measure patient satisfaction with SIT, although its assessment could help us to comprehend better and improve treatment adherence and effectiveness. The aim of this study was to develop an instrument to measure adult patient satisfaction with SIT.

Methods:

Items were generated from a literature review, focus groups with allergic adult patients undergoing SIT, and a meeting with experts. Potential items were administered to allergic patients undergoing SIT in an observational, cross-sectional, multicenter study. Item reduction was based on quantitative and qualitative criteria. A preliminary assessment of feasibility, reliability, and validity of the retained items was performed.

Results:

An initial pool of 70 items was administered to 257 patients undergoing SIT. Fifty-four items were eliminated resulting in a provisional instrument with 16 items. Factor analysis yielded four factors that were identified as perceived efficacy, activities and environment, cost-benefit balance, and overall satisfaction, explaining 74.8% of variance. Ceiling and floor effects were negligible for overall score. Overall score was associated with the type and intensity of symptoms.

Conclusion:

This is the first attempt to develop a satisfaction with SIT measure from the perspective of the allergic patient, and evidence has been found in favor of its reliability and validity.

Introduction

Treatment satisfaction is defined as the individual’s rating of important attributes of the process and outcomes of his/her treatment experience.Citation1 While health status instruments measure the results of treatment, eg, in perceived biological, symptomatic or welfare (quality of life) terms, treatment satisfaction scales assess the level of satisfaction with the said results,Citation2 so that presumably, assessment of patient satisfaction with treatment could contribute to understanding and improving treatment adherence and thereby improve results with regard to health. Some years have passed since the first conceptual approaches,Citation1 up to subsequent revisions,Citation2,Citation3 and there seems to be a certain consensus, in that patient satisfaction with treatment is influenced by patient characteristics (eg, their preferences and expectations), the characteristics of the health problem being treated (eg, symptom severity), the characteristics of pertinent health care system and, obviously, the characteristics of the treatment in question (ie, effectiveness, discomfort, cost, adverse effects, and associated limitations of the medication). The assessment of patient satisfaction with treatment should contemplate these aspects, and should be carried out with duly developed instruments that take into account the patient’s perspective during its development.Citation1Citation3 Currently, there already exist multidimensional scales that assess treatment satisfaction (referring solely to the medication employed or including other aspects relative to the treatment) regarding different illnessesCitation4Citation8 or symptoms.Citation9Citation12 There are also more generic instruments, eg, that assess the chronic patient’s treatment satisfaction in general, as is shown in the case of the Treatment Satisfaction Questionnaire for Medication that includes dimensions common to chronic treatmentsCitation13,Citation14 or other scales.Citation15 In this way, the same thing probably happens with regard to patient satisfaction as it does in health-related quality of life assessment, where specific and generic instruments are complementary because they contribute different kinds of information and achieve different objectives.

Allergy prevalence is growing worldwide,Citation16 and its therapeutic management often employs on-demand symptomatic treatment to minimize the symptoms as a complement to allergen-specific immunotherapy, a treatment that is capable of modifying the natural course of the illness,Citation17,Citation18 so ensuring good adherence to this treatment is fundamental. However, as happens with chronic treatment, patients receiving allergen-specific immunotherapy can be noncompliant, mainly due to inconvenience, a feeling of inefficacy, cost, and side effects.Citation19,Citation20 Theoretically, this lack of adherence minimizes the effectiveness of the treatment, has repercussions on patient satisfaction, and reinforces noncompliance, as was found with other chronic illnesses, such as diabetesCitation21 and human immunodeficiency virus infection.Citation22 Given that treatment satisfaction has been associated with the willingness to continue the said treatment,Citation23 one could hypothesize that the more the patient is satisfied with his/her specific immunotherapy, the more likely he/she will be to adhere to and comply with the treatment over the treatment period.

Materials and methods

The three main phases of the project consisted of item generation, item reduction with data collected in a first field-work study, and an exhaustive assessment of the psychometric properties of the questionnaire’s final version, with data collected in subsequent field work. This paper reports the main results of the first two steps of the overall project ().

Figure 1 Overview of study procedures.

Figure 1 Overview of study procedures.

Item generation

The content of the questionnaire was developed from November 2008 to March 2009 from a literature review, focus groups and expert opinions from allergologists and experts in the development of patient-reported outcomes (PRO) measures. The literature review included a search of the Medline database (1966–2008) using search terms, including “patient satisfaction”, “treatment satisfaction”, “questionnaire”, “scale preferences”, “respiratory”, and “allergy”. The articles located were searched manually for further relevant articles. The review of instruments was mainly intended to identify the usual questionnaire content at domain level.

The initial consultation with experts (allergologists and experts in the development of PRO measures) took place at a meeting in Madrid. We used a structured brainstorming technique to establish the experts’ views on the potential content, usefulness, and formal characteristics of the new questionnaire that would make it practical for use in standard clinical practice.

Three focus groups were formedCitation24 in the allergy departments at three different health centers in Madrid, Pamplona, and Seville where three of the study investigators are located (PO, JMO, and PG, respectively). Each center selected 7–9 candidate patients to participate in the sessions on the basis of the following requirements: they had to be patients with allergy over 18 years of age and been undergoing specific immunotherapy treatment for at least four months. Each group was to be well balanced as to gender, sociocultural status, (high, middle, or low), the allergen to which they were allergic (pollens and/or dust mites), the kind of set pattern (preseasonal or perennial), and the method of specific immunotherapy administration (subcutaneous or sublingual). All participants gave their formal consent to participate.

The meetings were led by a moderator assisted by a script specifically developed for this purpose. The script included questions about aspects that the experts had considered as potentially relevant in the initial consultation, as well as questions to identify other aspects not identified by the experts but which were considered relevant by the participating patients (ie, Which aspects do you feel are important for you to be satisfied with an allergy vaccine? What aspect do you consider to be most important regarding your allergy vaccine? What don’t you like about your allergy vaccine?). A content analysis of transcripts from the focus groups was performed by two of the study team members, and the results were used to develop an initial pool of items for inclusion in the questionnaire. This pool was administered to six allergic patients other than those who participated in the focus groups, so that redundant items as well as those ambiguous or lacking in face validity were omitted. The wording and phrasing used by focus group members was retained wherever possible. An agreement was reached with clinical experts on using “two months” as a suitable time frame for items in the pool. All the aforementioned procedures were carried out in Spanish.

Item reduction

Study design and participants

The pool of items considered for inclusion in the final version of the questionnaire was administered to allergic patients undergoing allergen-specific immunotherapy in an observational, cross-sectional, multicenter study performed between June 2009 and September 2009 in the allergy units of 20 Spanish hospitals or health care centers. Each centre consecutively included patients 18 years old or over, with a diagnosis of respiratory allergy, who had received or were receiving immunotherapy with aeroallergens (pollens or mites) by the subcutaneous or sublingual route, for at least six months constantly and/or for a minimum of two specific immunotherapy preseasonal cycles. All patients provided their informed consent to participate in the study. The study was conducted according to the Declaration of Helsinki and was approved by the Ethics Committee of the Hospital Universitari Vall d’Hebron in Barcelona.

Data were collected about the patient’s gender, age, and level of education. The clinical characteristics recorded included time since diagnosis, allergen sensitization, comorbidities, type and intensity of main symptoms, type and regimen of allergen-specific immunotherapy, and symptomatic treatment. All patients included in this phase of the study were asked how frequently they experienced the situation presented in each of the items and whether the item was important to them, each on five-point scales.

Statistical analysis

Item reduction involved a series of steps: missing responses were analyzed to exclude those items with a relevant percentage of responses missing; the response distribution was analyzed and items with endorsement rates (percentage of respondents that checked the same response category) of over 70% were excluded;Citation25 and the frequency and importance scores were analyzed for each item. In this part of the item reduction process, the product of the frequency and importance scores (the “impact” score) was obtained for each item and then ranked and selected according to this product; redundancy of items was also taken into consideration throughout the item reduction process; the decision about which items to retain when redundancy or high correlations occurred (Pearson >0.85) was based on the relative clinical relevance of the items; and the relationships between all items and their posited scales were analyzed by the calculation of corrected item-scale correlations and analysis of the impact on Cronbach’s alpha values.

Using the data collected in the item reduction study, and with the aim of initially exploring the questionnaire performance, the internal consistency, construct validity (known-groups), and content validityCitation26 (factor analysis by means of principal component analysis, Varimax rotation) were assessed for the retained items. Following the recommendations set out in the literature,Citation25,Citation27 the overall score for the final version of the questionnaire was obtained by adding the scores from all the items, and the score for each dimension was obtained by adding the scores for the items in that dimension. For individual patients included in the study, overall scores were not calculated when the questionnaire had any item missing. The distribution of the overall and dimension scores was described by calculating score range and floor/ceiling effects (the proportion of patients with the worst and the best possible scores, respectively). Reliability for the overall score and dimension score was assessed in terms of internal consistency using Cronbach’s alpha (values of 0.70 or over are considered adequate).Citation25 A preliminary assessment of the prevalidated questionnaire was tested by determining whether the instrument was able to discriminate between patient groups likely to differ in patient-satisfaction with specific immunotherapy. It includes type and intensity of allergic rhinitis according to the Allergic Rhinitis and its Impact on Asthma guidelines,Citation16 and symptomatology (presence and intensity of rhinorrhea and sneezing) as the tested independent variables.

Results

Item generation

The literature review identified 17 citations that were considered potentially relevant to the study, which identified several instruments or surveys of interest, mainly focused on preferences and satisfaction with inhalation devices in asthma,Citation28,Citation29 satisfaction with asthma health care services,Citation30,Citation31 satisfaction with corticosteroid treatment for asthma,Citation32 and allergies treated with sublingual allergen-specific immunotherapy that included some questions about satisfaction with treatment.Citation33

Asked to consider the three main issues addressed in the brainstorming session, the experts mentioned the following as the most relevant questions to be attended to for the development of the questionnaire: treatment efficacy, cost, daily inconveniences derived from the logistics of administering the treatment, adverse reactions, and the way of administering the treatment. They also thought that the questionnaire should be useful in clinical practice, especially to improve treatment compliance (eg, helping to identify patients who risk abandoning the treatment), to provide relevant information on decisions to be taken after beginning allergen-specific immunotherapy, as well as to be brief, easy to score and use, and preferably self-administered.

A pool of 70 items was generated with the information obtained from the 24 participants in the focus group, together with input from the literature review and the brainstorming with experts.

Item reduction and preliminary validation

The pool of items was administered to 257 allergic patients, mostly young adults, well balanced in gender and with high educational levels. The study sample had been diagnosed as having had a respiratory allergy for more than seven years, mainly due to pollen. At the time of inclusion, the study sample showed a considerable level of symptoms. All the patients were undergoing allergen-specific immunotherapy treatment, mainly by the subcutaneous route (63.4%, see ).

Table 1 Demographic and disease characteristics of patients involved in quantitative item reduction (n = 257)

Fifty-four of the initial 70 items included in the item reduction phase were eliminated. The reasons for their elimination and the number of items eliminated for each reason are shown in . With respect to the quantitative criteria applied for the process of item reduction, three of them, ie, poor response distribution, impact score and ranking (see summary in ), and internal consistency parameters (item-total correlation and contribution to Cronbach’s alpha) were found to be the most efficient, and responsible for eliminating 47 of the initial items. Six items were eliminated due to qualitative criteria, leaving a prevalidated version containing 16 items, the length of which would presumably be more apt for use in clinical practice. The decision regarding the elimination of each of the six items was widely discussed and taken by general consent by the group of investigators based on the face validity of the item, its redundancy, and the length or complexity of wording.

Figure 2 Items eliminated at different stages of the item reduction process.

Figure 2 Items eliminated at different stages of the item reduction process.

Table 2 Highest scoring items of the original 70 items (n = 254)

In the factorial analysis done on the 16 retained items (), a four-factor solution was found that explained 74.8% of variance, with item-loading values ranging from 0.441 to 0.858. The assignment to the final dimensions of those items that contributed to two different factors was performed by clinical criteria, so that the prevalidated questionnaire consisted of 16 items distributed in four dimensions, ie, perceived efficacy (four items), activities and environment (six items), cost-benefit balance (three items), and overall satisfaction (three items).

Table 3 Factor analysis for the 16 retained items of the new questionnaire (n = 254)Table Footnotea

shows the score distributions, floor/ceiling effects, and internal consistency for the prevalidated questionnaire. In total, 33.5% of the sample had at least one item missing of the 16 retained. Ceiling and floor effects were negligible (<5%) in all dimensions and for the overall score, except for the ceiling effect of cost-benefit balance and overall satisfaction dimensions, for which almost 23% and 16% of patients obtained the best possible scores. Cronbach’s alpha values were more than 0.70 for the overall score (0.94) and for all dimensions (0.79–0.89).

Table 4 Score distributions, floor/ceiling effects, interscale correlations and internal consistency of the 16-retained items (n = 254)

shows the results of testing the validity of the prevalidated questionnaire in the known groups. Patients with intermittent allergic rhinitis, mild allergic rhinitis (and specifically those with no troublesome symptoms according to Allergic Rhinitis and its Impact on Asthma classification) and those without sneezing symptoms, reported statistically significant (P = 0.051–0.039) better (higher) global scores than did patients with persistent allergic rhinitis, those with moderate/severe intensity of allergic rhinitis, those reporting troublesome symptoms of allergic rhinitis and asthma, and those reporting sneezing symptoms. Statistically significant associations were not found between the questionnaire scores with regard to age, gender and type of allergen-specific immunotherapy (sublingual versus subcutaneous, data not shown).

Table 5 Mean (SD) of the 16-retained itemsTable Footnotea, based on symptomatic manifestations of allergy (n = 254)

Discussion

According to some authors, working within the patient satisfaction environment, there are several reasons why we should assess satisfaction with medication. On the one hand, although there are few existing developed studies, the relation between satisfaction with medication and medication compliance should be considered. On the other hand, knowing the patient’s satisfaction with respect to a certain medication could lead to the improvement of products,Citation3 that is to say, in the adaptation of the same to the requirements and expectations of the patient in question. Furthermore, assessment of satisfaction with medication would be particularly recommendable, for instance, in comparing similarly effective kinds of medications with different routes of administration, different profiles regarding side effects, or when the treatment plays a principal role in a certain therapeutic approach.Citation3 All this reasoning fits in perfectly with the case of the allergic patient undergoing specific immunotherapy, where the triumvirate of “satisfaction”, “adherence”, and “abandonment” of the treatment may go hand in hand. As some recent studies indicate,Citation19,Citation20 adherence to allergen-specific immuno-therapy treatment would be below desired levels and would be conditioned by aspects related to, eg, inconvenience, ease of administration, cost, lack of efficacy, and adverse reactions, apart from the way the immunotherapy is administered, which suggests that the aspects mentioned feedback to and modulate the allergen-specific immunotherapy-treated allergic patient’s satisfaction, and, therefore, will affect the final result regarding the noncompliance or abandonment of the treatment prescribed by the allergologist.

There are, at present, instruments to assess patient satisfaction with regard to chronic medication and general medicationCitation13Citation15 that identify relevant dimensions (ie, side effects, medication efficacy, or user convenience) with regard to patient satisfaction. Generally speaking, these dimensions could be considered as standard for and common to any patient receiving medication for any illness. However, these scales could be limited when capturing all the patient perceptions associated with the special characteristics of treatment employed with certain illnesses, as would be the case in allergic patients undergoing specific immunotherapy treatment. That is probably why quite a few questionnaires have been developed to measure treatment satisfaction specific for certain illnesses and patient populations.Citation4Citation12 Yet, how can we assess the specific immunotherapy-treated allergic patient satisfaction, and his/her relation to other basic parameters in the clinical management of this population, without having a suitable instrument available? That is why the research team proposed developing what will probably turn out to be the first satisfaction instrument with regard to the specific immunotherapy of allergic adult patients.

The new questionnaire has been originally developed using Spanish-speaking adult patients from Spain (its eventual application to Spanish speakers within a Hispanic culture would be relatively easy after correction for cultural adaptation according to the agreed-upon guidelines for this purpose).Citation34 Right from the very beginning, the research team proposed to strictly follow the present standards recommended for any instruments set out in PRO.Citation35 In this way, the patient perspective has been included in all the phases described in this article relative to item generation and reduction (with the sole exception of the six items eliminated on the basis of clinical qualitative criteria, mainly because the statistical and quantitative arguments did not allow the establishment of relevant differences between them). We believe that the patient perspective has contributed to the validity of the questionnaire’s content, as well as concentrating the content of the measure on those aspects relevant to the patient at the time of assessing his/her satisfaction with allergen-specific immunotherapy.

Also, a strength of our study includes the use of a range of sources to generate items for inclusion in the initial item pool, and the explicit incorporation of the views of the potential users of the questionnaire (allergologists) right from the start of the development process. The use of a clinimetric analysis also ensured that the most frequently occurring and/or most relevant items were included in the questionnaire, although there is no consensus with respect to which of the item reduction method processes is the most suitable.Citation36 The final version of the instrument contains 16 items, which clinicians participating in the development process felt was a suitable number for use in clinical practice. This measure has been developed with the belief of converting it into a real instrument for the physicians who normally manage allergic patients with allergen-specific immunotherapy. For this reason, two other aspects considered relevant by clinicians, and that were borne in mind during the development of the measure, were that the questionnaire should be easy to use and score.

The results of the preliminary analysis on the psychometric properties of the new measure provide satisfactory evidence with respect to the feasibility, reliability, and validity of the questionnaire, although their testing was not the main goal of these phases of the project, neither was the study design adapted to this. On the one hand, only a low percentage of patients (<5%) obtained the worst or the best possible overall and dimension scores, which suggests that the questionnaire satisfactorily covers the satisfaction level of the target population under study. It can also be taken as an indication of whether a measure will, at least theoretically, be capable of reflecting changes for better or worse, within acceptable limits in all dimensions, with fewer than 15% of patients having either the maximum or the minimum score in any of the dimensions or the overall score.Citation37 This is true except for the cost-benefit balance dimension in which 23% of the sample patients got the highest (best) possible score. This is an aspect which should be re-assessed in the validation study that is being developed, and which would confirm effectively whether the content and cover of this dimension is insufficient to capture the existing satisfaction of a part of the study target.

On the other hand, the Cronbach’s alpha coefficients obtained were satisfactory. The Cronbach’s alpha values for all the dimensions and for the overall score exceeded the suggested minimum of 0.70 for use at group level.Citation26,Citation27 The overall score exceeded 0.90, which has been suggested as being the threshold for a questionnaire of this type when used at the individual level.Citation37 This is particularly important, given that the aim of the study was to produce a questionnaire that could be used to assess and monitor individual patients in clinical practice. However, bearing in mind that the values being reported were obtained within the context of the item reduction study, ie, from patients who answered 70 items twice, these values could change when patients complete the final version of the questionnaire and are required to respond, only once, to each of the 16 items.

The principal component analysis done on the 16 retained items yielded a good factorial solution, identifying four factors, the items for which were reasonably well grouped with regard to their content and the conceptual frame corresponding to the assessment of patient satisfaction with treatment. This result supports the evidence that the new questionnaire has good structural validity and reflects the multidimensionality of the concept, very much in agreement with those proposed in the most significant revisions.Citation9,Citation38Citation41 In this sense, the new instrument includes items about treatment-related effectiveness and symptom relief, functioning, discomfort, and side effects, cost and accessibility to treatment, and general satisfaction. All the aforementioned are topics or domains habitually related to patient satisfaction with treatment,Citation25Citation29 together with other aspects initially included in the initial item pool, and which were eliminated at some time during the item reduction process (eg, disease-related information or regimen characteristics).

Moreover, the preliminary validity analysis of known groups showed that the new tool’s scores behave coherently within the expectable, with regard to the compared and defined groups.

A limitation of our study could be the eventual limited number of focus groups used for the item-generation phase. However, the concept to be measured (satisfaction with allergen-specific immunotherapy among allergic adult patients) seems to be a reasonably limited concept, and presumably it has been sufficiently well represented for the purpose of the study because the saturation of issues raised in different focus groups was high. On the other hand, the sample size available for exploring the preliminary validity of the questionnaire probably does not have sufficient statistical power to be able to identify as statistically significant some differences found in this analysis, because the main aim of the field work was to reduce items. Lastly, an exhaustive assessment of psychometric properties should be performed in the future before reliably reaching conclusions about the usefulness of the new measure. A formal validation process is currently in progress.

Disclosure

The authors report no conflicts of interest in this work.

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