Pre-design
Pre-design refers to the preparation for participatory co-design. In this study we are following the SPOR Patient Engagement Framework (39) and applying principles of equitable patient engagement by prioritizing the co-building of safe spaces, addressing issues of accessibility and building capacity through trusted relationships (29). We have partnered with patients to establish governance structures and have received ethics approval from Women’s College Hospital Research Ethics Board.
Step 1: Establish study governance structure
The study is governed by a Research Stakeholder Council (RSC) (a collaborative group of stakeholders who oversee study rigour and drive applicability of the study based on provincial and national level priorities) and a Research Advisory Council (RAC) (a patient partner working group who is steering the direction of the study). As a research team, the RSC and RAC are applying principles of integrated Knowledge Translation (iKT) (40) to co-develop research questions, guide study methodology, collect data, interpret findings, disseminate results and have co-authored this paper.
The RSC includes stakeholders involved in the design, delivery, accessibility and uptake of LCS at the Canadian provincial (AL) and federal levels (EN); healthcare providers with expertise in care for priority populations (SH) and the social determinants of health (GB); health service researchers with methodological expertise in patient-oriented research (JP) and equitable patient partnerships (AS). The RSC patient partner (JM) leads a pan-Canadian network of cancer patients, families, survivors, friends and community partners. The RSC was established prior to applying for grant-funding in September 2019. Since receiving grant funding (May 2020) the RSC meets every three months to guide the research study for relevance based on patient-need, applicability based on emerging guidelines and health system-level priorities.
When the RSC first convened a key priority was to facilitate the creation of a group of 3-4 patient partners who could bring expert knowledge based on their diversity of lived experiences to the co-design process. In March 2020, the COVID19 pandemic was declared and healthcare systems were operating in emergency mode, bringing almost all patient engagement efforts in Canada to a pause (29). Already embedded in a culture of tokenistic patient engagement practices and exclusionary institutional structures (29), the RSC needed to pivot and innovate to engage seldom-heard members of community. Respectful partnership with communities who have been historically and structurally disempowered requires an equity-oriented, culturally-safe and trauma- and violence-informed approach to engagement, which is sustainable beyond the life-cycle of any single research study (29). This led to a period of deep listening and learning from structurally underserved members of community and the co-design of a sustainable patient-partnered model of diverse patient engagement called Equity-Mobilizing Partnerships in Community (EMPaCT), (June 2020 – March 2021). EMPaCT is an independent community table made up primarily of patients/diverse members of community who conduct health equity assessments based on their intersectional lived experiences of social and structural inequality. Researchers and other decision-makers consult with EMPaCT to learn how to make their projects more inclusive and equitable, details of which can be read elsewhere (41).
Participatory co-design that attends to power dynamics and partners with patients in ways that are meaningful requires a commitment to learn from members of community and the building of responsive practices. Relationship building and establishing trust thus forms the foundation of participatory co-design and resources (time, money, human capital) are needed to adequately support this. EMPaCT enabled us to nurture already existing relationships and build new relationships of trust with members of community paving the way to establish the study RAC (April 2021).
The RAC is a self-governing council formed by four patient partners residing in Ontario who offer expertise developed from diverse experiences intersecting across elements of race, gender, disability, Indigeneity, immigration, poverty and homelessness. Members of the RAC (BA, HF, TJ, MR) meet with the study Principal Investigator (PI) (AS) once a month as agreed in consensus. This structure creates a space where the members of the RAC and the PI can nurture relationships of trust and engage in authentic dialogue for co-learning (42). The meetings are held virtually due to the COVID19 pandemic. To support equitable participation, meetings are held at a time and date accessible to everyone. RAC members receive compensation for hours worked on the project according to standards set by SPOR (39) and digital devices to facilitate virtual participation as needed. Creating non-hierarchical safe spaces where all patient partners share a sense of purpose, directing the design and aims of the research study, and building capacity through partnerships are RAC guiding principles (29,39).
Figure 1. shows our study governance structure. At the core of the governance model is the study PI who has regular touchpoints with all patient partners and study stakeholders. This structure has facilitated the creation of multiple spaces of co-learning through which the study PI weaves together knowledge, builds consensus for next steps and reports back regularly to the study RSC (which includes the stakeholder patient partner, senior methodologist, senior scientists and knowledge user). This structure has enabled the study team to respond in an agile and iterative way to research priorities as they emerge.
Co-design
The involvement of patients in all phases of the research spectrum. such as setting study priorities, identifying methods of data collection, interpreting findings and disseminating results, can increase the ‘real-world’ relevance and applicability of research evidence (43). While the focus of most patient-oriented work to date has been to enhance applicability of findings for patient-facing materials, services and guidelines (44), our approach is novel in that we are partnering with patients to co-design health professional-facing learning materials. Patients are defining how they want to receive care and developing tools to educate healthcare providers on what matters to them, when it matters and how they would like to be approached for potentially stigmatizing conversations.
Step 2: Identifying research priorities
To date, RAC members have collaborated with the study PI to identify research priorities (April 2021 – August 2021), held a meeting with the RSC (September 2021), and strategized ways to disseminate the learning module once it is ready (October 2021) (see Table 1). In subsequent meetings RAC members will be involved in co-designing the research tools (including interview guides), participant recruitment strategies and analyzing interview data. RAC members will co-design the learning module content together with the RSC.
Topic
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Initial idea
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Discussion point
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Consensus
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Research focus
(April – May 2021)
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To understand the equity-oriented learning needs of family physicians in Ontario to inform the co-design of a learning module
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Is there is a need to focus on all family physicians in Ontario, or would it be better to speak to family physicians who are more likely to be providing care to priority populations?
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To understand the equity-oriented learning needs of family physicians in Community Health Centre’s (CHCs) in Ontario in order to inform the co-design of a learning module
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Research question
(June 2021)
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To understand learning needs of family physicians as they are gatekeepers to lung cancer screening
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Is there a need to speak to just family physicians? The wrap around support services offered by all primary care providers in CHCs create the environment and support structures needed for participation in LCS
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Research question to include all frontline primary care providers in CHCs:
To understand the learning needs of primary care providers in Community Health Centre’s (CHC’s) in Ontario in order to inform the co-design of a learning module
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Research approach
(July - August 2021)
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To interview healthcare providers in CHCs to inform the co-design of an equity-focused learning module to support lung cancer screening uptake
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Can we gather more informative data from providers in CHCs who have previously received equity-focused training as they have the relevant prior learning and clinical experience to be able to contextualize LCS?
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To conduct semi-structured interviews with primary care providers in CHCs who have received prior training on how to deliver equity-oriented healthcare (EOHC) in order to understand the equity-oriented skills they apply in practice to promote equitable access to LCS.
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Dissemination strategy
(October 2021)
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To co-design a learning module that will promote the delivery of EOHC to increase uptake of LCS in priority populations
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Can we co-design a module to be included with other EOHC learning material rather than building a totally new standalone module?
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To partner with Equipping Health & Social Services for Health Equity (EQUIP) to co-develop and disseminate the learning module on the EQUIP web platform so that it can be widely and freely accessible to learners in Ontario and elsewhere
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Table 1: Steps involved in research priority setting and participatory co-design timelines.
Step 3: Gathering and interpreting data
The perspectives of primary care providers working in Community Health Centres (CHCs) on access to LCS for priority populations will be used to inform the thematic content of the learning module. To do this we will recruit and interview primary care providers (PCPs) through the Alliance for Healthier Communities in Ontario. We define PCPs as physicians, nurse practitioners, nurses, social workers, dieticians, community and peer support workers, health promoters, occupational therapists and other relevant professions who work in CHCs. We will recruit PCPs that have received prior training or self-directed learning in equity-oriented or trauma- and violence-informed care either through workshops, or online modules such as those offered by EQUIP Healthcare. These PCPs have the most relevant prior training to inform the development of a new module focused on LCS and they are most likely to be in clinical encounters with patients who are eligible. It is anticipated that approximately 10-15 PCPs will be interested in participating.
Semi-structured interviews will be conducted using an interview guide co-designed with members of RAC. The interview guide will contain questions about lung cancer risk, access to preventative care such as LCS, and ways to navigate potentially stigmatizing clinical encounters. Speaking to PCPs who have received prior equity-oriented training will enable us to understand how they are applying those skills in practice and what adaptations are needed to support equitable access to LCS. Interviews will be conducted by the PI and data will be anonymized before sharing with the research team (including the members of RAC). We will use an iterative thematic analysis approach to identify common themes and patterns of meaning across the data set (45). A flexible coding structure will be developed to allow for the creation of additional or “free” nodes when new emerging ideas or themes are identified. Theoretical saturation, trustworthiness and validity checks will provide assurance of data quality and rigor (46). Data management will be facilitated using NVivo software (version 12).
Step 4: Co-designing module content
Using a process of co-generative inquiry (47) we will weave together thematic content from the interviews with the lived experiences of the members of RAC and co-create the content material for the learning module. Such materials will include, videos, case studies, a learner’s notebook, and end-of-module assessments. We will co-produce video narratives with each stakeholder group of the study as shown in Figure 1 (i.e., patient partners, including members of RAC, knowledge users, healthcare providers and physicians) and record videos showing the perspectives of each stakeholder. The case studies will be based on the lived experiences of patient partners including scenarios where EOHC/TVIC can lead to safe clinical encounters and person-centred, equity-oriented care. Additional materials will include a learner’s notebook (a downloadable workspace containing key concepts, additional activities and prompts to enter personal reflections), and end-of-module assessments to test learners’ knowledge, attitudes and skills.
Post-design
For the purposes of our work we follow on the definition of post-design by Bird et al (27). Accordingly, the post-design phase will consist of checking the outcomes of our participatory co-design (the learning module) with all stakeholders and making adaptations to ensure relevance and appropriateness of the final outcome. We will also co-identify plans for knowledge mobilization and implementation based on stakeholder dissemination priorities.
Step 5: Pilot test module
The co-designed learning module content will be hosted and freely available on the EQUIP website at the University of British Columbia. To do this, we will develop a curriculum platform on HTML 5 Package (H5P is a software which allows educators to create interactive and engaging video content) and mount the curriculum on Canvas Learning Management System (LMS software is a digital learning management system that allows educators to create and present online learning materials and assess student learning. Standard EQUIP designed evaluation and feedback questions will be tailored to the LCS-focused module.
We will invite study stakeholders (including the members of RAC) to check the relevance and appropriateness of the online module once it is ready. Select primary care providers and health system stakeholders will also be invited to provide feedback on the LCS module. We will make modifications to module design as needed based on stakeholder and user-identified preference.
Step 6: Develop implementation plan
We will jointly identify implementation goals and determine implementation evaluation criteria including Patient-Reported Outcomes Measures (PROMs) for effective LCS which reflect the needs and priorities of all stakeholders. It is likely that the different stakeholders will have different definitions of successful implementation outcome measures, such as cost-effectiveness, ease of access, and utilization measures of LCS. It will be our objective to create a congruent implementation plan (48) by identifying outcome measures that are salient to all stakeholders in order to promote applicability and validity of the learning module across a range of primary care practices in the province of Ontario.