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Table 1 Characteristics of included studies

From: Identifying and understanding the health and social care needs of older adults with multiple chronic conditions and their caregivers: a scoping review

Author and year

Continent

Inclusion criteria

Study design

Data collection methods

Sampling Strategy

Analysis methods used

Adeniji 2015

Europe

Recruited from 4 large general practices in UK. Identified from registers of long term conditions, have at least two MCC (of COPD, coronary heart disease, diabetes, osteoarthritis, and depression)

Cross Sectional Observational

Mailed questionnaires

Convenience

Descriptive statistics and multivariable regression analysis

Ancker 2015

North American

Adult English speaking patients with MCC, as well as health care providers with experience providing care for patients with MCC

Qualitative

One to one Interviews

Purposive

Grounded theory, thematic analysis

Ansari 2014

Australia

One or more pre-existing comorbidity along with a new diagnosis of COPD in last 24 months; age 40–85; history of smoking; from primary care setting

Qualitative

One to one interview

Purposive

Thematic analysis

Bardach 2012

North America

Physicians from family medicine and internal medicine specialties were recruited from rural and urban practices, community and academic settings 1 obstetrics-gynecology physician was included, as they serve as primary care provider for some women.

Qualitative

One to one, semi structured interviews

Purposive

Content, Thematic analysis

Barstow 2015

North America

OT were identified by those attending an online forum and at a national conference who provided direct care to older adults with low vision > 1 year. Older adults with confirmed low vision from an age-related eye disease, aged 65 years and over, with at least 1 comorbid condition and no more than mild cognitive impairment

Mixed Method (cross sectional observation and qualitative)

Online surveys for OTs; one to one interviews with older adults

Convenience for OTs; Purposive for older adults

Descriptive statistics for surveys. Content analysis for qualitative.

Bayliss 2003

North America

Individuals were recruited through flyers in family medicine practices in Denver for participants who self-identified as having 2 or more chronic illnesses. They screened out those with active terminal illness, HIV, and uncontrolled psychiatric illnesses.

Qualitative

One to one interviews

Purposive

Qualitative comparative analysis

Bayliss 2007

North America

Participants of a health maintenance organization who were 65 years or older and had a diagnosis of diabetes, depression and osteoarthritis for a period of 2 years prior to the study and they were drawn from disease specific registries validated against ICD codes

Cross sectional

Survey

Convenience for survey; random for qualitative interview.

Descriptive statistics, Multivariate linear regression

Beverly 2011

North America

Mentally alert community-dwelling adults, aged 60 years or older, reporting a diagnosis of Type 2 diabetes and the presence of one or more chronic conditions in addition to diabetes

Qualitative

Eight 90 min Focus groups of 2–6 patients

Purposive

Thematic analysis

Bunn 2017

Europe

They recruited purposive samples of people living with dementia and at least one of the following three conditions: diabetes, stroke or vision impairment. They also recruited family carers and healthcare professionals who organise and deliver care for people with stroke, diabetes and VI in primary and secondary care.

Qualitative

Focus groups with HCPs; one to one interviews with patients and caregivers; one to one interviews with HCPs as well.

Purposive

Thematic and ontent analysis informed by theories of continuity of care and access to care.

Burton 2016

Europe

Eligible patients were identified from clinics and support groups but no inclusion criteria reported

Qualitative

One to one interviews

Not clear.

Thematic analysis

Cheraghi-Sohi 2013

Europe

Patients who had osteoarthritis (OA) whose transcript contained narrative of one or more condition in addition to OA and include information pertaining to condition prioritization.

Secondary analysis of qualitative data

Secondary data of one to one qualitative interviews

Purposive

Amplified secondary analysis, content analysis

Clarke 2014

North America

Aged 70 years and older and had at least 3 chronic conditions of which one of them had to be arthritis/ back problems/ cataracts/ glaucoma/ diabetes/ heart disease

Qualitative

One to one interviews

Purposive

Thematic analysis (Marshall and Rossman’s (2006) seven key analytic procedure)

Coventry 2014

Europe

To include 5 patients per criterion: age, gender, combination of illnesses and level of deprivation. Socioeconomic deprivation (defined by Index of Multiple Deprivation), number and type of long term conditions, age and gender. HCP inclusion criteria: Tried to recruit 5 in each criterion: deprivation status of the practice area; role (i.e. salaried family physician, practice nurse); and number of years’ experience.

Qualitative

One to one interviews

Convenience- HCP. Purposive- patients

Thematic analysis

DiNapoli 2016

North America

Aged 50 years and over with at least a CIRS-G 2 score in three or more organ systems and MMSE> 24 and no deficit in language skills, bipolar disorder or other chronic psychotic disorders or no other neurodegenerative disorders

Qualitative

One to one interview

Purposive

Descriptive statistics, thematic analysis

Fortin 2005

North America

Adult patients without cognitive impairment or uncontrolled illnesses, have at least 4 chronic conditions and not followed by other researchers.

Qualitative

Focus groups

Purposive

Other

Fried 2008

North America

Aged 65 and older and were taking five or more medications daily; undergoing treatment for multiple conditions; English speaking. People with severe hearing loss or cognitive impairment, defined as inability to remember two or more items on a three-item test of short-term recall were excluded

Qualitative

Focus groups

Purposive

Thematic and content analyses using constant comparative method

Gill 2014

North America

Patients: 65 years or older, diagnosed with 2 or more chronic conditions, with an informal caregiver who participated in the patient’s healthcare; spoke English as a first language; could provide consent

Qualitative

One to one interviews

Purposive

Inductive thematic analysis with saturation of themes

Grundberg 2016

Europe

Being a district nurse with experience with caring for community-dwelling homebound older adults with MCC

Qualitative

One to one interviews, focus groups

Snowballing

Content analysis

Hansen 2015

Europe

Community dwelling; 3 or more coexisting chronic conditions; being a regular patient of the participating family physician practice; ability to participate in interview (no blindness/ deafness); ability to speak German; no lethal illness in last 3 months; ability to consent e.g. no dementia; no participation in other studies at the current time;

Qualitative

Focus groups

Purposive

Content analysis

Kuluski 2013

North America

65 years or older; ability to communicate in English; two or more chronic diagnoses; ability to give informed consent; an informal caregiver who agreed to participate in an interview

Qualitative

One to one interview

Purposive

Descriptive statistics; Thematic analysis

Lo 2016

Australia

Patients with diabetes and chronic kidney disease (stages 3–5, eGFR < 60 mL/min/1.73 m2) and their carers; capable of giving consent and stable mental state. These patients from Monash health, Alfred health in Melbourne and the royal north shore and concord hospital in Sydney.

Qualitative

Focus groups for patients; semi structured interviews for carers

Purposive

Generic inductive thematic approach

Loeb 2003

North America

Mentally alert community-dwelling adults, aged 55 or older, who reported the presence of at least two chronic conditions

Qualitative

Focus Groups

Purposive

Thematic and content analyses

Mason 2016

Europe

Having advanced multimorbidity defined as having multiple life-limiting illnesses or progressively deteriorating health due to several long-term conditions. Patients with moderate to severe cognitive impairment were excluded. Patients were asked to nominate a family carer who consented separately

Qualitative

One to one interviews. Serial interviews at 8–12 week intervals. Among 87 interviews, 42 with patients alone, 2 with carers alone, 43 were joint interviews

Purposive

Constructivist thematic analysis.

McDonnall 2016

North America

Recruited from a previous study, from the centre for Deaf-Blind youths and adults, and ads and electronic discussion groups. 55 years and older who have dual sensory loss

Cross sectional

Survey

Purposive

Descriptive statistics Open-ended responses were independently coded by two the authors, and discrepancies were discussed until agreement was reached

Morales-Asencio 2016

Europe

Patients experiencing situations with high probability of complexity, such as the coexistence of several chronic diseases impacting quality of life, the frequent interaction with health services, or the existence of health/social determinants. Gender was also included as a selection criterion because of the proven differences in significance granted by men and women to their health care events and to their process experience

Qualitative

One to one interview with caregiver present

Purposive

Qualitative inductive content analysis

Naganathan 2016

North America

65 years of age or older, and diagnosed with two or more chronic conditions, patient capacity to provide informed consent, presence of informal care-giver and patient English proficiency.

Qualitative

One to one interview

Convenience

Descriptive statistics, thematic analysis

Noël 2005

North America

8 primary care clinics in 4 regions in the US were selected. The study sites were chosen based on known regional variations in veteran’s health and differences in clinic size and organization. Four clinics were in large metropolitan settings and four were in rural areas. 4/8 were based in tertiary care hospitals and the others were free standing community clinics. Patients were invited by primary care physician if they had 2 or more diseases, have no severe cognitive/mental health illnesses.

Qualitative

Focus groups

Purposive

Thematic analysis

Ravenscroft 2010

North America

Recruitment criteria: (1) adults (19 years or older) with diagnosed stage 1 to 4 Chronic Kidney Disease (CKD), (2) attending a clinic for management of their CKD, (3) coexisting diabetes mellitus and/or Cardiovascular disease, or both, and (4) capable of communicating in English

Qualitative

One to one interviews

Purposive

Thematic analysis

Richardson 2016

North America

Be at least 18 years of age or older, (2) have a diabetes diagnosis, and (3) have at least two other diagnosed chronic conditions. Excluded patients with cognitive deficits, uncontrolled psychiatric illness.

Qualitative

One to one interview, chart review

Purposive

Descriptive statistics, content analysis with naturalistic approach

Roberge 2016

North America

Clinicians from 3 different university affiliated family health teams in Quebec. Clinicians: 1) provision of services to patients with chronic diseases; 2) at least 12 months of clinical experience; Patients: 1) age 18 years or older, 2) presence of a chronic disease (e.g. diabetes, arthritis, chronic obstructive pulmonary disease); 3) depression or anxiety disorder (panic disorder, agoraphobia, social anxiety disorder or generalized anxiety disorder) in the past 2 years according to clinician’s diagnosis; 4) good knowledge of French or English; 5) having a family physician in one of the three clinics. Exclusion criteria for patients were the inability to provide consent, cognitive impairment, and a history of manic episodes or a psychotic disorder.

Qualitative

One to one interview

Purposive

Thematic analysis

Roberto 2005

North America

Women 65 years or older with two or more of heart disease, diabetes or osteoporosis.

Qualitative

One to one interview

Purposive

Thematic analysis- based on life course perspective and trajectory model of chronic illness

Ryan 2016

North America

Those who have high needs (combinations of major chronic conditions, under 65 and disabled, frail elderly with multiple functional limitations; insurance status).

Cross sectional observational

One to one interviews

Random-The 2016 Commonwealth Fund Survey of High-Need Patients was conducted by SSRS from June 22 to September 14, 2016, as a part of SSRS’s weekly, nationally representative omnibus survey

Prevalence reported only

Schoenberg 2011

North America

41 and over; diagnosis of two or more chronic illnesses, have ‘just enough money to get by’ or ‘not enough money to make ends meet’.

Qualitative

One to one interview

Purposive

Thematic and content analyses

Sheridan 2012

New Zealand

Based on ethnicity (Maori, Pacific, Asian, or New Zealand European), 50 years or older, two or more chronic conditions, admitted to hospital two or more times for five or more bed days between Jan and Dec 2008

Qualitative

One to one interviews

Purposive

Qualitative Descriptive approach

Smith 2010

Europe

Family Physicians who also trained medical trainees were selected from Trinity College Dublin; Pharmacists were selected from pharmacists attending a chronic disease management resource group

Qualitative

Focus groups

Purposive

Thematic analysis

Zulman 2015

North America

Individuals who receive care at an academic medical center or at a Veterans Affair facility in Northern California. eligibility criteria for the focus groups (≥3 chronic conditions and experience using technology to help them care for their health or manage their health care)

Did not exclude based on age, health status, functional/cognitive status.

Qualitative

Focus groups

Purposive

Thematic and Content analyses

  1. CIRS-G Cumulative Illness Rating-Geriatrics
  2. COPD Chronic obstructive pulmonary disease
  3. eGFR estimated Glomerular Filtration Rate
  4. HCP Health care provider
  5. MCC Multiple Chronic Conditions
  6. MMSE Mini Mental State Examination
  7. OT Occupational therapist
  8. SD Standard deviation