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Gerard Zwier
It is exactly 8 years ago since the Sector Accountability
& Funding Directorate, then known as Crown Company Monitoring & Advisory
Unit or CCMAU), published the “Patient Satisfaction Survey Guidelines
2000”.1 This report, which embodied the
collaborative effort of several Ministry of Health staff and a team of public
hospital Quality Managers and Customer Services personnel, described the newly
proposed Inpatient and Outpatient questionnaires and explained in great detail
the “Best Practice” methodology that should be used by all New
Zealand public hospitals so that they would be able to monitor patient
satisfaction accurately and reliably.
In an accompanying letter, the then Hon Minister of Health,
Ms Annette King, said that (these guidelines) would...
The question that
needs to be asked now is, has the implementation of the new survey gone to plan?
Has the statistical robustness of the statistics and usefulness of the results
been demonstrated? More to the point, and keeping in mind the issues raised in
previous publications (Zwier & Clarke2,3),
are DHBs now in a position to use the data to better understand and/or increase
patient satisfaction?
MethodThe dataset covering the last 8 years was analysed on
the basis of the survey results submitted by each DHB to the Directorate. This
database, which presently contains 229,000 inpatient and 254,000 outpatient
records from 21 New Zealand DHBs, incorporates patient satisfaction ratings on
17 inpatient and 15 outpatient items respectively. It presents New Zealand with
a treasure trove of information, both from the perspective of statistical
analyses and from the potential use that can be made of it to further improve
our patient satisfaction ratings.
To permit analyses of specific aspects of care, the
inpatient questionnaire asks questions about patient perceptions of the
Emergency Department, the availability of staff, the manner in which they were
treated by staff (did they receive enough information, did the staff treat them
with dignity and respect?), their opinion of the hospital’s facilities
(safety & security, cleanliness, food), discharge procedures and the
adequacy of communication between different departments involved in their care.
The outpatient questionnaire covers the usual topics
such as the patients’ perceptions of the appointment system, the manner in
which they were treated by staff (did they receive enough information, did staff
ask permission to treat the patient?), their opinion of the clinic’s
facilities (e.g. cleanliness), the adequacy of communication between different
departments involved in their care, and their satisfaction with the organisation
of their care with other service providers.
The present overview is divided into two separate
sections:
This overview is concluded with a
recommendation regarding future requirements.
ResultsHow reliable and valid is the data?
A preliminary investigation into the reliability and
validity of the present survey was carried out. Because if it were found to be
severely lacking, a lot of effort would have been made to no avail. The public
could rightly accuse the government of wasting good public hospital money.
Is the prescribed method implemented?
When the question was posed whether the DHBs are surveying
their patient population using the method prescribed in the Patient Survey
Guidelines, it became clear that some do but most don’t:
Table 1 shows that only
Auckland, Bay of Plenty, Canterbury, and Taranaki consistently achieve the
minimum number of required questionnaires returned by patients. Five other DHBs
(i.e. Capital & Coast, Counties Manukau, Hutt Valley, Nelson Marlborough,
and Waikato) achieve this some of the time. A number of DHBs regularly miss out
on achieving the required sample size while West Coast submits less than a dozen
questionnaires each quarter and might as well not participate.
Even when DHBs are sending out a sufficiently large enough
number of questionnaires, the response rate is in most cases quite low.
Excluding such obvious errors as made by Hutt DHB which in the first quarter
this year recorded sending out 600 questionnaires and receiving 609 responses,
the average response rate among these DHBs is around 35%.
In addition, various DHBs have amended the stipulated
questionnaire by changing the sequence or adding in new questions such that
comparability of results is lost. Hutt Valley DHB, for example, rearranges the
entire sequence of items and intersperses some 60 additional questions to the
prescribed 17 inpatient questions.
Furthermore, the bias in the sample caused by self-selection
(older and European patients are more likely to respond than are younger and
Māori/Pacific patients) has lead in virtually all cases to a lack of
representativeness of the resulting sample of patients: older and European
patients are over-represented and younger and Māori/Pacific patients are
under-represented.
Yet disappointingly, the agency charged with monitoring the
implementation, i.e. The Sector Accountability & Funding Directorate of the
Ministry of Health which is responsible for funding, monitoring and ensuring the
sector is compliant with accountability expectations, has taken no action to
rectify these shortcomings.
Consequently, for most DHBs the number of questionnaires
used to calculate the patient satisfaction scores on a quarterly basis is
insufficient and the detailed reporting that is done by the Ministry of Health
(e.g. in the quarterly produced DHB Hospital Benchmark Information Report) is
shaky at best.
Instead of encouraging the DHBs to improve their performance
and increase their sample size, the Directorate issued a directive to all DHBs
at the start of the new financial year (July 2008) that data on the patient
population make up (age, sex, ethnicity) was no longer required—the reason
given was that the information wasn’t used anyway. That this makes it
impossible to do checks on the extent to which samples accurately represent
patient populations appears to have been regarded as unimportant.
But does this mean that the results of the nationwide
patient survey are totally unreliable and worthless? What happens when the
reliability and validity of the data is examined?
Reliability
Across the board, and on a scale where 1=very poor and
5=very good, average patient satisfaction ratings for inpatient
services range from 3.74 (quality of hospital food) to 4.56 (treating the
patient with dignity and respect). For outpatient services, the scores
range from 4.33 (informing the outpatient about how long they would have to
wait) to 4.52 (treating the patient with dignity and respect).
The scores are well distributed and have relatively large
standard deviations ranging from 14% to 32%. The relatively smaller standard
deviations on items measuring patients’ rating on being treated with
“dignity and respect” suggest the high scores are unanimously
endorsed whereas, conversely, large standard deviations on items measuring
satisfaction with hospital food (inpatients) and waiting times (outpatients)
demonstrate that there is considerable variability across the 21 DHBs on these
measures of quality.
To determine the reliability of the inpatient and outpatient
questionnaires, the most commonly used measure of internal consistency was
calculated: a statistic called “Cronbach alpha”. The value of alpha
can range between 0 and 1 and it is generally accepted that if a set of items
has an alpha above 0.60, it is usually considered to be internally consistent.
If it goes above 0.80, it signifies a very high reliability.
Following Nelson et al
(1989),4 who assessed the reliability and
validity of the 68-item “Patient Judgement System” (PJS), the alpha
statistic of the New Zealand inpatient and outpatient survey was also measured.
Although the New Zealand questionnaires were not constructed to assess patient
satisfaction on a set of dimensions (as does the 68-item PJS), results show that
on measures that gauge satisfaction among inpatients with specific aspects of
treatment such as communication (i.e. providing explanation and information),
adopting a personal approach and facets of organising patient care, high alpha
levels of 0.88, 0.86, and 0.85 were achieved. Similar Cronbach alpha levels were
achieved when constructs such as “explanation” and a “personal
approach” were analysed among outpatient ratings.
Another method by which one can assess the reliability of a
survey instrument is to perform a test-retest reliability analysis. Test-retest
reliability estimates are obtained by repeating the measurement using the same
questionnaire under as nearly equivalent conditions as possible. However, as it
is not possible to re-administer the questionnaire to the same patient 3 months
later, the average absolute value of the difference between the two means of two
consecutive periods was compared.
The results show extremely small changes in the average
scores from one period to the next. When the entire sample is compared in this
manner, the difference among inpatients and outpatients over comparable calendar
quarters is less than half a percent. Without even taking into account the
possibility that some of these differences are caused by actual changes in the
delivery process, this stability of measurement provides further support for the
reliability of the measures.
Validity
Further analyses focussing on the annual period ending
December 2008 show that there is substantial variability across the DHBs on all
items in both questionnaires. These statistically significant differences
between the DHBs (many at p<0.01, others at p<0.05) provide some support
for the validity of the items used.
In the absence of a set of different scales all measuring
the same construct, the best example of convergent validity must be the way in
which all items are in some way or another associated with the one general
validity indicator variable, namely an item which relates directly to the
patient’s overall satisfaction with his or her treatment.
The results indicate that, among inpatients, the
“overall satisfaction” item is highly correlated with items such as
staff availability (r=0.68), being treated with dignity and respect (r=0.68) and
being listened to (r=0.67). Among outpatients, overall satisfaction is most
strongly correlated among items asking patients to rate staff on how well they
explained their condition and informed them about their care (r=0.76).
It is reassuring to note that the highest correlations were
found between items that measured closely related aspects of patient care. For
instance, among inpatients, information given by ED staff on: (a) the
patient’s condition and (b) length of waiting time (items one and two)
were very strongly correlated (r=0.76). Among outpatients, the high correlation
(r=0.70) between (a) approval of the effort exerted by staff to make an
appointment time that suited the patient and (b) satisfaction with the
appointment time itself (items 1 and 2) was most revealing.
Conversely, discriminant validity of the nation-wide patient
survey is shown by the very low correlations between items such as satisfaction
with the quality of hospital food and informed consent (r=0.27). Similarly,
among outpatients, a low correlation was evident between the item measuring
satisfaction with waiting time and cleanliness (r=0.29).
As the survey clearly distinguishes between items that ought
to correlate with one another and items between which one would not expect to
find a strong association, these findings provide additional empirical support
for the validity of these items.
The relationship between satisfaction and
demographic variables
Keeping in mind that the sample size is not sufficiently
large to analyse the data on a quarterly basis, and acknowledging the lack of
representativeness caused by self-selection of respondents, the characteristics
of the sample can nevertheless be scrutinized on the basis of a 12-month
period.
Age and sex
The inpatient sample during the 12-month period ending
December 2008 consists of 24,533 patients: 12,917 female patients and 11,616
male patients.
Figure 1 shows that the distribution of age between the two
sexes is disproportionate due to greater percentage of childbearing women in the
24-44 year age bracket.
![]() Ethnicity
Across the board, 80% of these inpatients are European, 10%
are Māori, 2% are Pacific Islanders, and 2% are of Asian origin.
Figure 2 shows that Māori and Pacific Island patients
are disproportionately represented in the lower age bands while European
patients make up 94% of the over 85-year-old age group.
![]() Comparing the distribution of non-European inpatients across
all DHBs (West Coast is excluded because of its very small sample size), it is
evident that Otago has the smallest percentage and Counties Manukau the largest
percentage of non-European inpatients (see Figure 3).
Satisfaction as a function of demographic
variables
Before the question “How satisfied are New Zealand
patients?” can be answered, it is crucial that the relationship between
patient satisfaction and demographic variables is understood.
As expected, results show that patient satisfaction rates
are a function of age, sex and ethnic group. For instance, Figure 4 shows that
age is strongly correlated with satisfaction: older patients are more likely to
express greater satisfaction than are younger patients (p<0.01).
![]() ![]() Similarly, patient satisfaction correlates with the
patient’s sex (males are more likely to express satisfaction; p<.01)
and ethnicity (European patients are more likely than Māori patients to
reply with “very good” or “good” when asked to say how
satisfied they are; p<0.01; Asian ethnicities are much less likely to answer
with “very good” 5).
Thus it is no surprise that hospitals with proportionally
more female patients, more non-European patients and a younger population will
tend to have lower patient satisfaction rates than hospitals with more and older
European male patients. Comparisons between DHBs will have to take this into
account to be of any use.
The best way therefore to make appropriate and valid
comparisons is either to apply a post-stratification weighting method (i.e.
weighting each response using inverted selection probabilities multiplied by the
ratios of expected to observed counts) or by confining one’s analysis to a
subset of the database, e.g. a specific age or ethnic group or sex.
Another issue is the difference in size between New Zealand
hospitals and DHBs. There is sufficient evidence to indicate that, compared to
smaller country hospitals, the larger city hospitals with more complicated
booking systems, more complex case management, more departments, more
facilities, and being physically larger in terms of the ground they occupy, are
less likely to have greater patient satisfaction.
In order to provide a level playing field when comparing
patient satisfaction rates, the New Zealand Patient Satisfaction Index, which is
a quarterly report produced by the author, uses weighting factors to take into
account differences in patient profile between the various DHBs and compares
satisfaction ratings between DHBs of approximately similar size.
Patient satisfaction in New Zealand
Now the question can be answered: “How satisfied are
New Zealand patients?”
Contrary to what is often reported in the popular press
about discontented hospital patients, the analysis of the 24,814 inpatients who
answered the general “overall satisfaction” question during the most
recent 12-month period shows that 65% are very satisfied and an additional 24%
are satisfied. This suggests that, across the board, 89% of all inpatients say
they had a good hospital experience. Only 8% of inpatients say that their
satisfaction is only “average” while 3% of inpatients express
overall dissatisfaction.
Similarly, of the 28,432 outpatients who answered this same
question about their overall satisfaction with outpatient services and
facilities, 67% indicate that their satisfaction is “very good” and
an additional 24% reply with “good”. This means that more than 9 out
of 10 outpatients are positive about their treatment by the outpatient services.
Yet 6% rate their satisfaction as “average” and now only 2% are
dissatisfied (one percent respond with “poor” and another 1% respond
with “very poor”).
Investigating whether these percentages have increased or
decreased over time, it is found that, while overall inpatient
satisfaction has not changed much over time, there has been large and
significant improvement over the last eight years in terms of
outpatient satisfaction. (The Ministry of Health combines the two
measures claiming that overall patient satisfaction has increased
6). The increase in outpatient satisfaction is
illustrated in the control chart shown in Figure 5.
The control chart shows the “Upper Control
Limit” and the “Lower Control Limit” of the series over the
last 34 quarterly periods.
![]() The Upper and Lower control limits will vary depending on
the variation from quarter to quarter: the greater the variation, the wider the
space between the limits. These control limits represent three standard
deviations on either side of the distribution.
For any increase in satisfaction to be significant, the
combined percentage of “very good” and “good” responses
must be greater than the Upper Control Limit. Conversely, any real decrease in
satisfaction can only occur when the series dips below the Lower Control Limit.
This increase in outpatient satisfaction has been
particularly evident in the smaller DHBs such as Hawke’s Bay, Lakes, South
Canterbury, Tairawhiti, Taranaki, and Wairarapa.
But if the patient survey was only able to show general
satisfaction rates, any analysis would be rather limited and would not be able
to show progress on specific aspects of care or identify which issues should be
addressed.
Having data available that stretches back to Sept 2000
allows us to ask questions such as “What was the impact on patient
satisfaction when new facilities were built for inpatients?” For example,
what happened to satisfaction with cleanliness of facilities at Auckland
Hospital when the new city hospital was opened in October 2003?
Figure 6 shows that after a short period of adjustment,
there was a substantial and statistically significant (p<.01) increase in
satisfaction with cleanliness in the years following the use of the new
facilities.
![]() ConclusionIt was demonstrated that patient satisfaction survey data is
both reliable and valid. There are shortcomings in the collection of the data,
but it has potential to be used to answer questions such as:
Both the
Sector Accountability & Funding Directorate and the DHBs have a
responsibility to ensure that the Patient Survey Guidelines developed
specifically for this purpose are implemented properly.
To achieve the stated objectives underlying the initiation
of the patient survey, the following changes need to be implemented.
The Directorate is required to:
And the DHBs
are required to:
Only when the Sector Accountability & Funding
Directorate and the DHBs work together on this project will patients benefit
from the huge investment in resources that has been made over the last 10
years.
Competing interests: Gerard Zwier is
Managing Director of Health Services Consumer Research Limited (HSCR), a company
which carries out patient surveys for several DHBs. HSCR also produces the New
Zealand Patient Satisfaction Index which is a report based on data obtained from
the government under the Official Information Act.
Author information: Gerard Zwier, Managing
Director, Health Services Consumer Research Limited, Auckland
Correspondence: Dr Gerard Zwier, Health
Services Consumer Research Limited, PO Box 440, Shortland Street, Auckland
1140, New Zealand. Email: gzwier@xtra.co.nz
References:
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