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The measurement of patients’ expectations for health care: a review and psychometric testing of a measure of patients’ expectations.
Open accessAbstract
BACKGROUND: There is recognition of the importance of measuring patients' experiences, expectations and satisfaction. OBJECTIVES: To assess the literature on the concept and measurement of patients' expectations for health care, and to develop and test a measure of patients' expectations, using adult patients in community, general practice and hospital outpatient departments in Greater London, Norwich and Essex, UK. DATA SOURCES: Major electronic databases including the British Nursing Index, EMBASE, MEDLINE, PsycINFO and the Applied Social Sciences Index and Abstracts were searched between 2000 and 2009. REVIEW METHODS: Narrative review, semi-structured exploratory study and surveys of GP patients and hospital outpatients immediately before and after their surgery/clinic visit to measure their pre-visit expectations for their health care and their post-visit experiences (expectations met and satisfaction with visit) (site specific). RESULTS: A total of 20,439 titles and 266 abstracts were identified, of which 211 were included in the review. Most research designs were weak, with small or selected samples, and a theoretical frame of reference was rarely stated. The origin of questions about expectations was often absent, questions were frequently untested and those with reported reliability or validity data had generally mixed results. In the survey data the expectations measures met acceptability criteria for reliability; all exceeded the threshold of α = 0.70, in each mode of administration and sample type. Items and subscales also correlated at least moderately with those variables that they were expected to be associated with, supporting their validity. The item means within subscales were generally similar between samples and all-item-total correlations exceeded the acceptability threshold. Descriptive findings revealed that most patients ideally expected cleanliness, information about where to go, convenient and punctual appointments and helpful reception staff, the doctor to be knowledgeable, clear and easy to understand, to be involved in treatment decisions and to experience a reduction in symptoms/problems. Expectations least likely to be met included being seen on time and choice of hospital/doctor (items requested by the ethics committee). Other items that had low met expectations included helpfulness of reception staff, doctor being respectful and treating with dignity (hospital sample), doctor knowledgeable (hospital), being given reassurance, receiving advice about health/condition, information about cause and management of condition and information about benefits/side effects of treatment, being given an opportunity to discuss problems, and the three items on outcome expectancies. Previous consultations/experiences of health services and health-care staff/professionals most commonly influenced expectations. Overall, pre-visit realistic expectations were lower than patients' ideals or hopes. Most post-visit experiences indicated some unmet expectations (e.g. cause and management of health/condition, benefits/side effects of treatments) and some expectations that were exceeded. Generally, GP patients reported higher pre-visit expectations and post-visit met expectations. Correlations between subscale domains were strongest between the structure and process of health care, doctor-patient communication style and doctor's approach to giving information, all common indicators of the quality of health care, supporting the validity of the measures. The post-visit experiences subscale significantly predicted single-item summary ratings of overall met expectations and satisfaction. GP rather than hospital patients were also independently predictive of expectations met. Other predictors were having no/little anxiety/depression, older age (satisfaction) and fewer effects of health on quality of life (met expectations). LIMITATIONS: The surveys in clinics were based on convenience, not random sampling methods. CONCLUSIONS: These findings have implications for establishing the quality of health services and informing their improvement. Awareness of the patient's met and unmet expectations should enable staff to understand the patient's perspective and improve communication. This study examined the perspective of the patient only; it is not possible to examine the extent to which any expectations might have been unrealistically too high or too low. This is a challenge for future research. FUNDING: The National Institute for Health Research Health Technology Assessment programme and the National Co-ordinating Centre for Research Methodology (NCCRM).
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“In particular, patients' responses and their favorable progression could largely be explained by changes in quality of life, social support, and/or particular life events occurring at the same time as the treatment (Bandelow et al., 2018; Bowling et al., 2012).”
From Patients´ and Therapists´ Reports of Psychotherapy Outcomes: Similarities and Differences (2023) · cites this paper as Bowling et al., 2012
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What Do Patients with Chronic Spinal Pain Expect from Their Physiotherapist?
Kamper, S. J., Haanstra, T. M., Simmons, K., Kay, M., Ingram, T. G. J., Byrne, J. M., Roddick, J. M., Setliff, A., & Hall, A. M. (2017) · Physiotherapy Canada · doi:10.3138/ptc.2016-58 · Cited by 35
Bowling, A., Pikhartova, J., & Dodgeon, B. (2016) · BMC Psychology · doi:10.1186/s40359-016-0164-x · Cited by 40
Self-citationDo recovery expectations change over time?
Kamper, S., Kongsted, A., Haanstra, T., & Hestbaek, L. (2015) · European spine journal · doi:10.1007/s00586-014-3380-1 · Cited by 29
Laferton, J. A. C., Oeltjen, L., Neubauer, K., Ebert, D. D., & Münder, T. (2020) · Health Psychology Review · doi:10.1080/17437199.2020.1854051 · Cited by 31
“Multiple different aspects of patients’ expectations have often been studied without clear theoretical foundation, without precise terminology and without the use of psychometrically evaluated measures (Bowling et al., 2012; van Hartingsveld et al., 2010; Zywiel et al., 2013).”
BackgroundPhonthanukitithaworn, C., Naruetharadhol, P., Gebsombut, N., Chanavirut, R., Onsa-ard, W., Joomwanta, P., Chanyuan, Z., & Ketkaew, C. (2020) · SAGE Open · doi:10.1177/2158244020982304 · Cited by 33
“Patient expectations are defined as the anticipation that given events are likely to occur during or as an outcome of health care (Bowling et al., 2012).”
BackgroundMisconceived expectations: Patient reflections on the total knee replacement journey
Bunzli, S., O’Brien, P., Klem, N.-R., Incoll, I. W., Singh, J. A., Davaris, M. T., Choong, P., & Dowsey, M. M. (2020) · Musculoskeletal Care · doi:10.1002/msc.1475 · Cited by 31
Radhakrishnan, S., Kohler, F., Gutenbrunner, C., Jayaraman, A., Li, J., Pieber, K., & Schiappacasse, C. (2017) · Prosthetics and orthotics international · doi:10.1177/0309364616652016 · Cited by 27
Cordina, M., Hämeen‐Anttila, K., Lauri, J., Tabone, S., & Enlund, H. (2018) · Research in Social and Administrative Pharmacy · doi:10.1016/j.sapharm.2018.06.009 · Cited by 29
Hung, M., Zhang, W.-P., Chen, W., Bounsanga, J., Cheng, C., Franklin, J. D., Crum, A., Voss, M., & Hon, S. D. (2015) · JMIR Public Health and Surveillance · doi:10.2196/publichealth.4360 · Cited by 26
“Prior experience with health care, along with age and mental status variables had been shown to impact patient expectations [23].”
BackgroundBrédart, A., Kop, J., Fiszer, C., Sigal‐Zafrani, B., & Dolbeault, S. (2015) · Psycho-Oncology · doi:10.1002/pon.3836 · Cited by 37
Do I Buy It? How AIDET™ Training Changes Residents' Values about Patient Care
Braverman, A., Kunkel, E., Katz, L., Katona, A., Heavens, T., Miller, A. H., & Arfaa, J. J. E. (2015) · Journal of Patient Experience · doi:10.1177/237437431500200104 · Cited by 26
Fufa, B. D., & Negao, E. B. (2019) · Patient Related Outcome Measures · doi:10.2147/prom.s220404 · Cited by 30
“In 14 – 17 Patient satisfaction is the consumer ’ s evaluation about the effectiveness, safety, and bene fi t of the healthcare service, which is a combination of the patient's experience and perception.”
Wattanapisit, A., & Saengow, U. (2018) · Asia Pacific Family Medicine · doi:10.1186/s12930-018-0046-x · Cited by 28
“Patients’ expectations relating to test results could explain why they visit hospitals [23, 24].”
BackgroundMcCrea, S. (2017) · International Journal of Dentistry · doi:10.1155/2017/8230618 · Cited by 24
“there is no accepted qualitative or quantitative method to accurately measure these expectations, since expectations encompass future concepts and the individual’s psychological and physiological needs [9, 14].”
MethodSiau, C. S., Wee, L.-H., Yacob, S., Yeoh, S. H., Adnan, T. H., Haniff, J., Perialathan, K., Mahdi, A., Rahman, A. B., Eu, C. L., et al. (2017) · Academic Psychiatry · doi:10.1007/s40596-017-0661-0 · Cited by 27
McLeish, J., Harvey, M., Redshaw, M., & Alderdice, F. (2020) · Midwifery · doi:10.1016/j.midw.2020.102813 · Cited by 23
White, M., Randall, K., Avara, E., Mullis, J., Parker, G., & Shrime, M. (2018) · World Journal of Surgery · doi:10.1007/s00268-017-4296-9 · Cited by 23
Donaldson, M., Learman, K., O'Halloran, B. J., Showalter, C., & Cook, C. (2013) · Journal of Manipulative and Physiological Therapeutics · doi:10.1016/j.jmpt.2013.05.016 · Cited by 23
Jaworski, M., Rzadkiewicz, M., Adamus, M., Chylińska, J., Lazarewicz, M., Haugan, G., Lillefjell, M., Espnes, G., & Włodarczyk, D. (2017) · Patient Preference and Adherence · doi:10.2147/ppa.s133390 · Cited by 22
“This model needs to be dynamic, multidimensional, and able to identify different factors, including sociodemographic ones.(7) In the context of primary care, the most important patient expectations are associated with information about disease and treatment.”
InfluentialEconomic and Health-Related Quality of Life Outcomes of Whiplash Associated Disorders
Pink, J., Petrou, S., Williamson, E., Williams, M. A., & Lamb, S. (2016) · Spine · doi:10.1097/brs.0000000000001512 · Cited by 22
Managing healthcare conflicts when living with multiple chronic conditions
Caldeira, C. M., Gui, X., Reynolds, T. L., Bietz, M. J., & Chen, Y. (2020) · International Journal of Human-Computer Studies · doi:10.1016/j.ijhcs.2020.102494 · Cited by 25
Sirdifield, C., Caballero, A. G., Windle, K., Jackson, C., McKay, S., Schäfer, W. L. A., & Siriwardena, A. (2016) · Family Practice · doi:10.1093/fampra/cmw004 · Cited by 21
“Similar claims have been made about patient satisfaction (3), and consequently increasing attention is being paid to both experience and satisfaction as quality indicators.”
InfluentialClinical Experience With Continuous Intrathecal Baclofen Trials Prior to Pump Implantation
Phillips, M., Miljković, N., Ramos-Lamboy, M., Moossy, J. J., Horton, J., Buhari, A. M., & Munin, M. (2015) · PM & R : the journal of injury, function, and rehabilitation · doi:10.1016/j.pmrj.2015.03.020 · Cited by 21
Hope versus reality: Parent expectations of genomic testing
Donohue, K. E., Dolan, S., Watnick, D., Gallagher, K. M., Odgis, J. A., Suckiel, S. A., Teitelman, N., Gelb, B., Kenny, E., Wasserstein, M., et al. (2021) · Patient Education and Counseling · doi:10.1016/j.pec.2021.01.030 · Cited by 20
Chia, Y., & Ekladious, A. (2020) · Internal medicine journal (Print) · doi:10.1111/imj.14872 · Cited by 19
Ekberg, S., Barnes, R., Kessler, D. S., Malpass, A., & Shaw, A. R. G. (2014) · Health Expectations · doi:10.1111/hex.12227 · Cited by 39
Psychometric properties of the new patients’ expectations questionnaire
Bowling, A., & Rowe, G. (2014) · doi:10.35680/2372-0247.1015 · Cited by 19
“Consultation and treatment/Procedures performed: (16) Physical examination (17) Tests/investigations (18) Given diagnosis or have a previous diagnosis confirmed (19) New, changed, or repeat prescription (20) Referral to another doctor/specialist/therapist 5.”
BackgroundSelf-citationLearning Analytics in Higher Education: The Student Expectations of Learning Analytics
Jalil, N. A., & Leen, M. W. E. (2021) · International Conference on Education and E-Learning (ICEEL) · doi:10.1145/3502434.3502463 · Cited by 11
“To better comprehend stakeholders’ views, [8] [9] defined two categories of expectations: ideal expectations”
BackgroundHuhtakangas, M., Tuomikoski, A., Kyngäs, H. A., & Kanste, O. I. (2020) · Nursing and Health Sciences · doi:10.1111/nhs.12784 · Cited by 17
Patient-reported healthcare expectations in inflammatory bowel diseases
Pittet, V. E. H., Vaucher, C., Froehlich, F., Maillard, M. H., Michetti, P., & on behalf of the Swiss IBD Cohort Study Group (2018) · PLoS ONE · doi:10.1371/journal.pone.0197351 · Cited by 19
Social support for patients undergoing liver transplantation in a Public University Hospital
Garcia, C. S., Lima, A. S., La-Rotta, E. I. G., & Boin, I. D. F. S. F. (2018) · Health and Quality of Life Outcomes · doi:10.1186/s12955-018-0863-5 · Cited by 23
Whitelock-Wainwright, A., Gašević, D., & Tejeiro, R. (2017) · International Conference on Learning Analytics and Knowledge · doi:10.1145/3027385.3027419 · Cited by 18
“This approach of using predicted and desired expectations has been used by [4] in the context of health care settings.”
BackgroundMethodWłodarczyk, D., Chylińska, J., Lazarewicz, M., Rzadkiewicz, M., Jaworski, M., Adamus, M., Haugan, G., Lillefjell, M., & Espnes, G. (2017) · Journal of Medical Internet Research · doi:10.2196/jmir.6948 · Cited by 18
“To successfully activate older patients, it is necessary to identify their expectations of both the medical encounter [15] and effective communication [16,17].”
Burns, E., Quinn, S., Abernethy, A., & Currow, D. (2015) · Journal of Pain and Symptom Management · doi:10.1016/j.jpainsymman.2015.04.017 · Cited by 18
Zieger, A., Kern, A., Barth, J., & Witt, C. M. (2022) · PLoS ONE · doi:10.1371/journal.pone.0268646 · Cited by 16
“In addition, expectations can be modified through direct experience [57].”
Nursing Rounds: A Quality Improvement Project to improve outpatient satisfaction.
Fan, Q., Feng, X.-Q., & Jin, J.-F. (2020) · Journal of Nursing Management · doi:10.1111/jonm.13131 · Cited by 16
Clinic Satisfaction Tool Improves Communication and Provides Real-Time Feedback
Zakare-Fagbamila, R. T., Howell, E., Choi, A. Y., Cheng, T. Z., Clement, M., Neely, M., & Gottfried, O. (2019) · Neurosurgery · doi:10.1093/neuros/nyy137 · Cited by 16
Şeşen, H., Demirkale, İ., Karaduman, M., Vural, C. A., Okkaoğlu, M. C., & Altay, M. (2015) · Knee Surgery, Sports Traumatology, Arthroscopy · doi:10.1007/s00167-014-3251-7 · Cited by 16
“KSS were used in the evaluation of postoperative functions and patient expectations were assessed using the ‘Post-Visit Questionnaire of Patient Expectations of Healthcare’ [9].”
BackgroundMethodInfluentialAn evaluation of patient attitudes to the gastroenterology outpatient experience
Larkins, A., Windsor, A. V. C., & Trebble, T. (2013) · European Journal of Gastroenterology and Hepathology · doi:10.1097/meg.0b013e3283589f80 · Cited by 16
Consumer expectations and healthcare in Australia
Taylor, M., & Hill, S. (2014) · Analysis & Policy Observatory · doi:10.4225/50/557e6cabbc22b · Cited by 15
Price, D., Edwards, M., Davies, F., Cooper, A., McFadzean, J., Carson-Stevens, A., Cooke, M., Dale, J., Evans, B. A., Harrington, B., et al. (2022) · BMC Emergency Medicine · doi:10.1186/s12873-021-00562-9 · Cited by 15
Patients' Expectancies to Acupuncture: A Systematic Review
Yang, X., Tian-lin, W., Jiang, Y., Ren, F., & Jiang, H. (2022) · Journal of Integrative and Complementary Medicine · doi:10.1089/jicm.2021.0128 · Cited by 14
“82 Laferton et al. had summarized an integrative model of expectations of patients undergoing medical treatment.”
Practicing patients’ rights in Iran: a review of evidence
Sharifi, T., Gooshki, E. S., Mosadeghrad, A., & Jaafaripooyan, E. (2021) · Journal of Medical Ethics and History of Medicine · doi:10.18502/jmehm.v14i28.8284 · Cited by 14
Munn, J. S., Culliton, S. E., Bryant, D., MacDonald, S., & Chesworth, B. (2021) · Journal of Arthroplasty · doi:10.1016/j.arth.2021.01.028 · Cited by 14
Song, H., Dennis, S., Levesque, J.-F., & Harris, M. (2020) · Health Expectations · doi:10.1111/hex.13050 · Cited by 14
“Median years lived with condition(s) (range) 13 (1-41)”
BackgroundDevelopment and validation of the Treatment Expectations in Chronic Pain Scale.
Pagé, M. G., Ziemiański, D., Martel, M. O., & Shir, Y. (2019) · British Journal of Health Psychology · doi:10.1111/bjhp.12371 · Cited by 14
Salamonsen, A., & Ahlzen, R. (2018) · Health · doi:10.1177/1363459317693408 · Cited by 14
Doctors’ views of patient expectations of medical care in Zhejiang Province, China
Wu, D., Lam, T. P., Lam, K. F., Zhou, X., & Sun, K. S. (2017) · International Journal for Quality in Health Care · doi:10.1093/intqhc/mzx119 · Cited by 16
Market-Based Health Care in Specialty Surgery: Finding Patient-Centered Shared Value.
Smith, T. R., Rambachan, A., Cote, D. J., Cybulski, G., & Laws, E. (2015) · Neurosurgery · doi:10.1227/neu.0000000000000879 · Cited by 14
Patient experiences with intrathecal baclofen as a treatment for spasticity – a pilot study
Gunnarsson, S., & Samuelsson, K. (2015) · Disability and Rehabilitation · doi:10.3109/09638288.2014.943844 · Cited by 14
“[16] notes a growing recognition of the”
Jesús, M. D., & Earl, T. R. (2014) · International Journal of Qualitative Studies on Health and Well-Being · doi:10.3402/qhw.v9.22839 · Cited by 16
“Numerous studies have examined and measured patients’ experiences, expectations, and satisfaction with their health care environment (Bowling et al., 2012; Browall, Koinberg, Falk, & Wijk 2013; Grundberg, Ebbeskog, Dahlgren, & Religa, 2012; Martinsson, Fagerberg, Lindholm, & WiklundGustin, 2012;…”
Diabetes care and service access among elderly Vietnamese with type 2 diabetes
Carolan, M. C., Cassar, A., Quiazon, R., & Lynch, S. (2013) · BMC Health Services Research · doi:10.1186/1472-6963-13-447 · Cited by 16
“Similar concerns about being treated with respect and dignity [46], and having access to information, are voiced by patients, with chronic illnesses, from all cultural backgrounds [46,47].”
Expectations affect pain sensitivity changes during massage
Wilson, A. T., Bishop, M. D., Beneciuk, J. M., Tilley, H. E., Riley, J. L., Cruz‐Almeida, Y., & Bialosky, J. E. (2022) · Journal of Manual & Manipulative Therapy · doi:10.1080/10669817.2022.2118449 · Cited by 19
“Treatment expectations are the belief in how likely an outcome is to occur as a result of treatment provided [15].”
BackgroundMehta, P., & Sharma, J. (2021) · Asia-Pacific Journal of Business Administration · doi:10.1108/apjba-07-2020-0252 · Cited by 22
Health Care Quality Improvement and the Ambiguous Commodity of Care.
Manelin, E. B. (2020) · Medical Anthropology Quarterly · doi:10.1111/maq.12608 · Cited by 13
Playford, E. D. (2019) · Multiple Sclerosis Journal · doi:10.1177/1352458519864930 · Cited by 15
Metadata
- Authors
- Bowling, A., Rowe, G., Lambert, N., Waddington, M., Mahtani, K., Kenten, C., Howe, A., & Francis, S.
- Affiliations
- University of Southampton (GB)
- Biotechnology and Biological Sciences Research Council (GB)
- The Royal Free Hospital (GB)
- University of Oxford (GB)
- University of East Anglia (GB)
- Corresponding author
- Bowling, A
- Venue
- Health Technology Assessment
- Published
- 2012-07
- Volume
- 16
- Issue
- 30
- Pages
- i-xii, 1
- ISSN
- 1366-5278 (ISSN-L)
- 2046-4924
- OpenAlex
- W2094146837
- Cited by
- 326
- References
- 308
- Citations by year
- 2026: 16 · 2025: 13 · 2024: 17 · 2023: 23 · 2022: 26 · 2021: 29 · 2020: 34 · 2019: 29 · 2018: 21 · 2017: 32 · 2016: 24 · 2015: 28 · 2014: 22 · 2013: 9 · 2012: 2
- FWCI
- 2.97
- Type
- journal article
- Language
- en
- Open access
- diamond
- doi.org
- Locations
- Health Technology Assessment (publishedVersion, cc-by)
- PubMed (publishedVersion)
- ePrints Soton (University of Southampton) (acceptedVersion)
- UEA Digital Repository (University of East Anglia) (submittedVersion)
- DOAJ (DOAJ: Directory of Open Access Journals) (submittedVersion, cc-by-sa)
- Funders
- Health Technology Assessment programme (07/58/01)
- Topics
- Health Sciences › Health Professions › General Health Professions › Patient Satisfaction in Healthcare
- Health Sciences › Health Professions › General Health Professions › Patient-Provider Communication in Healthcare
- Health Sciences › Nursing › Research and Theory › Health Education and Validation
- Keywords
- patient expectations, patient satisfaction, patient experience, psychometric validation, general practice, outpatient clinics, physician-patient communication, shared decision-making, outcome expectations, reliability and validity
- MeSH terms
- Adult, Aged, Aged, 80 and over, Delivery of Health Care, England, Female, Hospitalization, Humans, Male, Middle Aged, Psychometrics, Reproducibility of Results, Patient Satisfaction, Health Care Surveys
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