Skip to main content
Top
Published in: BMC Primary Care 1/2018

Open Access 01-12-2018 | Research article

Patient capacity for self-care in the medical record of patients with chronic conditions: a mixed-methods retrospective study

Authors: Kasey R Boehmer, Maria Kyriacou, Emma Behnken, Megan Branda, Victor M Montori

Published in: BMC Primary Care | Issue 1/2018

Login to get access

Abstract

Background

Patients with chronic conditions must mobilize capacity to access and use healthcare and enact self-care. In order for clinicians to create feasible treatment plans with patients, they must appreciate the limits and possibilities of patient capacity. This study seeks to characterize the amount, nature, and comprehensiveness of the information about patient capacity documented in the medical record.

Methods

In this mixed-methods study, we extracted notes about 6 capacity domains from the medical records of 100 patients receiving care from 15 primary care clinicians at a single practice. Using a generalized linear model to account for repeated measures across multiple encounters, we calculated the rate of documented domains per encounter per patient adjusted for appointment type and number. Following quantitative analyses, we purposefully selected records to conduct inductive content analysis.

Results

After adjusting for number of appointments and appointment type, primary care notes contained the most mentions of capacity. Physical capacity was most noted, followed by personal, emotional, social, financial, and environmental. Qualitatively, we found three documentation patterns: patients with broad capacity notes, patients with predominantly physical domain capacity notes, and patients with capacity notes mostly in domains other than physical. Records contained almost no mention of patients’ environmental or financial capacity, or of how they coped with capacity limitations. Rarely, did notes ever mention how well patients interacted with their social network or what support they provided to the patient in managing their health.

Conclusion

Medical records scarcely document patient capacity. This may impair the ability of clinicians to determine how patients can handle patient work, at what point patient capacity might become overwhelmed leading to poor adherence and health outcomes, and how best to craft feasible treatment programs that patients can implement with high fidelity.
Literature
1.
go back to reference Shippee ND, Shah ND, May CR, Mair FS, Montori VM. Cumulative complexity: a functional, patient-centered model of patient complexity can improve research and practice. J Clin Epidemiol. 2012;65(10):1041–51.CrossRef Shippee ND, Shah ND, May CR, Mair FS, Montori VM. Cumulative complexity: a functional, patient-centered model of patient complexity can improve research and practice. J Clin Epidemiol. 2012;65(10):1041–51.CrossRef
2.
go back to reference Boehmer KR, Shippee ND, Beebe TJ, Montori VM. Pursuing Minimally Disruptive Medicine: Correlation of patient capacity with disruption from illness and healthcare-related demands. J Clin Epidemiol. 2016. Boehmer KR, Shippee ND, Beebe TJ, Montori VM. Pursuing Minimally Disruptive Medicine: Correlation of patient capacity with disruption from illness and healthcare-related demands. J Clin Epidemiol. 2016.
3.
go back to reference Monsen KA, Holland DE, Fung-Houger PW, Vanderboom CE. Seeing the whole person: feasibility of using the Omaha system to describe strengths of older adults with chronic illness. Res Theory Nurs Pract. 2014;28(4):299–315.CrossRef Monsen KA, Holland DE, Fung-Houger PW, Vanderboom CE. Seeing the whole person: feasibility of using the Omaha system to describe strengths of older adults with chronic illness. Res Theory Nurs Pract. 2014;28(4):299–315.CrossRef
4.
go back to reference Bayliss EA, Steiner JF, Fernald DH, Crane LA, Main DS. Descriptions of barriers to self-care by persons with comorbid chronic diseases. Ann Fam Med. 2003;1(1):15–21.CrossRef Bayliss EA, Steiner JF, Fernald DH, Crane LA, Main DS. Descriptions of barriers to self-care by persons with comorbid chronic diseases. Ann Fam Med. 2003;1(1):15–21.CrossRef
5.
go back to reference Creswell JW, Clark VLP. Designing and conducting mixed methods research. In: SAGE; 2011. Creswell JW, Clark VLP. Designing and conducting mixed methods research. In: SAGE; 2011.
8.
go back to reference Hsieh HF, Shannon SE. Three approaches to qualitative content analysis. Qual Health Res. 2005;15(9):1277–88.CrossRef Hsieh HF, Shannon SE. Three approaches to qualitative content analysis. Qual Health Res. 2005;15(9):1277–88.CrossRef
9.
go back to reference Barry CA, Stevenson FA, Britten N, Barber N, Bradley CP. Giving voice to the lifeworld. More humane, more effective medical care? A qualitative study of doctor–patient communication in general practice. Soc Sci Med. 2001;53(4):487–505.CrossRef Barry CA, Stevenson FA, Britten N, Barber N, Bradley CP. Giving voice to the lifeworld. More humane, more effective medical care? A qualitative study of doctor–patient communication in general practice. Soc Sci Med. 2001;53(4):487–505.CrossRef
10.
go back to reference Boehmer KR, Hargraves IG, Allen SV, Matthews MR, Maher C, Montori VM. Meaningful conversations in living with and treating chronic conditions: development of the ICAN discussion aid. BMC Health Serv Res. 2016. Boehmer KR, Hargraves IG, Allen SV, Matthews MR, Maher C, Montori VM. Meaningful conversations in living with and treating chronic conditions: development of the ICAN discussion aid. BMC Health Serv Res. 2016.
11.
go back to reference Boehmer KR, Gionfriddo MR, Rodriguez-Gutierrez R, et al. Patient capacity and constraints in the experience of chronic disease: a qualitative systematic review and thematic synthesis. BMC Fam Pract. 2016;17(1):127.CrossRef Boehmer KR, Gionfriddo MR, Rodriguez-Gutierrez R, et al. Patient capacity and constraints in the experience of chronic disease: a qualitative systematic review and thematic synthesis. BMC Fam Pract. 2016;17(1):127.CrossRef
12.
go back to reference May CR, Eton DT, Boehmer K, et al. Rethinking the patient: using burden of treatment theory to understand the changing dynamics of illness. BMC Health Serv Res. 2014;14:281.CrossRef May CR, Eton DT, Boehmer K, et al. Rethinking the patient: using burden of treatment theory to understand the changing dynamics of illness. BMC Health Serv Res. 2014;14:281.CrossRef
13.
go back to reference Bury M. Chronic illness as biographical disruption. Sociology of health & illness. 1982;4(2):167–82.CrossRef Bury M. Chronic illness as biographical disruption. Sociology of health & illness. 1982;4(2):167–82.CrossRef
14.
15.
go back to reference Adler NE, Stead WW. Patients in context—EHR capture of social and behavioral determinants of health. N Engl J Med. 2015;372(8):698–701.CrossRef Adler NE, Stead WW. Patients in context—EHR capture of social and behavioral determinants of health. N Engl J Med. 2015;372(8):698–701.CrossRef
16.
go back to reference DeVoe JE, Bazemore AW, Cottrell EK, et al. Perspectives in primary care: a conceptual framework and path for integrating social determinants of health into primary care practice. Ann Fam Med. 2016;14:104–8.CrossRef DeVoe JE, Bazemore AW, Cottrell EK, et al. Perspectives in primary care: a conceptual framework and path for integrating social determinants of health into primary care practice. Ann Fam Med. 2016;14:104–8.CrossRef
17.
go back to reference Gottlieb LM, Tirozzi KJ, Manchanda R, Burns AR, Sandel MT. Moving electronic medical records upstream. Am J Prev Med. 48(2):215–8.CrossRef Gottlieb LM, Tirozzi KJ, Manchanda R, Burns AR, Sandel MT. Moving electronic medical records upstream. Am J Prev Med. 48(2):215–8.CrossRef
18.
go back to reference Clegg A, Bates C, Young J, et al. Development and validation of an electronic frailty index using routine primary care electronic health record data. Age Ageing. 2016;45(3):353–60.CrossRef Clegg A, Bates C, Young J, et al. Development and validation of an electronic frailty index using routine primary care electronic health record data. Age Ageing. 2016;45(3):353–60.CrossRef
19.
go back to reference Clegg A, Young J, Iliffe S, Rikkert MO, Rockwood K. Frailty in elderly people. Lancet. 381(9868):752–62.CrossRef Clegg A, Young J, Iliffe S, Rikkert MO, Rockwood K. Frailty in elderly people. Lancet. 381(9868):752–62.CrossRef
20.
go back to reference May C, Montori VM, Mair FS. We need minimally disruptive medicine. BMJ. 2009;339:b2803.CrossRef May C, Montori VM, Mair FS. We need minimally disruptive medicine. BMJ. 2009;339:b2803.CrossRef
Metadata
Title
Patient capacity for self-care in the medical record of patients with chronic conditions: a mixed-methods retrospective study
Authors
Kasey R Boehmer
Maria Kyriacou
Emma Behnken
Megan Branda
Victor M Montori
Publication date
01-12-2018
Publisher
BioMed Central
Published in
BMC Primary Care / Issue 1/2018
Electronic ISSN: 2731-4553
DOI
https://doi.org/10.1186/s12875-018-0852-0

Other articles of this Issue 1/2018

BMC Primary Care 1/2018 Go to the issue