Results of the search
In the initial search process, 888 papers were identified in two of the academic databases, 30 papers were found in the Google Scholar engine, and 24 documents were discovered in the nine targeted government websites. There were 43 studies successfully entered during the first stage of the screening process after the removal of duplicates and performing the primary screening of heading and abstracts. During the process of primary screening, 27 studies were excluded due to failing to meet the selection criteria, including records that highlighted or summarised the same studies (n = 5), provided brief description or introduction of the EHCVS (n = 20), and published in the format of letter or for the purpose of press release (n = 2). One more record was excluded after conducting a full-text screening because it only provided a brief summary of the EHCVS. In the final stage of the screening process, 15 studies were chosen for qualitative analysis (see Figure 1). The characteristics of the 15 studies are illustrated in Table 2.
Table 2. Characteristics of included articles that described impacts of EHCVS (n=15)
First author name and year of publication
|
Study location / District
|
Study Objective
|
No. of participants
|
Response rate (%)
|
Data collection Methods
|
Methodology
|
Analysis
|
Key features identified
|
Chan et al., 2014 [3]
|
Hong Kong
|
To examine the primary health care services utilisation and assessing the health of Hong Kong people regarding the changes in socio-economic trends during 2009-2013.
|
1075
|
37.8
|
Social quality survey
|
Case series
|
Comparative analysis
|
The utilisation rate of EHCV
|
Chan et al., 2015 [2]
|
Hong Kong
|
To explore the association between health status & demographic and influenza vaccination coverage.
|
4204
|
75
|
Population-based survey
|
Cross-sectional studies
|
Statistical analysis
|
The utilisation rate of EHCV
|
Cheng et al., 2018 [5]
|
Wong Tai Sin
|
To explore the utilisation rate of EHCV in general and in dental care and to understand the perceived needs of dental treatment and offer dental procedures for elders in the research settings.
|
101
|
100
|
Survey and interviews
|
Cross-sectional studies
|
Statistical analysis
|
The utilisation rate of EHCV; reasons for not using voucher; types of service use; like/dislike about EHCV; encourage the use of private primary care services
|
Chu et al., 2013 [8]
|
Hong Kong
|
To describe the current oral health and dental care situation in Hong Kong.
|
7,000,000
|
N/A
|
N/A
|
Case series
|
N/A
|
Like/dislike about EHCV
|
FHB & DH, 2011 [17]
|
Hong Kong
|
To discover the utilisation rate of EHCV among elders and collect feedback from stakeholders and understand their barriers in maximising the use of EHCV.
|
N/A
|
N/A
|
Questionnaires: focus group discussions
|
Case series
|
Not stated
|
The utilisation rate of EHCV; scheme awareness; like/dislike about EHCV; types of service use; encourage the use of private primary care services; the number of providers participated in the scheme; adjustment made by the government; enhancement of the EHCV system; suggestion of expanding service area; issues confronted by service providers
|
To examine the elder's voucher usage and the number of health service providers participated in the scheme.
|
1026
|
79
|
Opinion survey: Face-to-face interview
|
Cross-sectional studies
|
Statistical analysis
|
Reasons for using voucher; like/dislike about EHCV; types of service use
|
To explore the impact of EHCV and its potential for extension.
|
1164
|
Not stated
|
Survey
|
Cross-sectional studies
|
Not stated
|
Encourage the use of private primary care services; types of service use
|
To discover the willingness of elders to use EHCV and make co-payment in private healthcare services.
|
45
|
Not stated
|
Opinion survey: focus group discussions and telephone interviews
|
Cross-sectional studies
|
Not stated
|
Reasons for providers participation; like/dislike about EHCV; scheme impact
|
Gao et al., 2018 [18]
|
Hong Kong
|
To describe the oral health care situation in Hong Kong.
|
7,400,000
|
N/A
|
N/A
|
Case series
|
N/A
|
Like/dislike about EHCV
|
Lai et al. 2018 [24]
|
Tin Shui Wai and Kwun Tong
|
To gain an in-depth understanding of the programme from the user's perspective; to identify factors that affect the programme to achieve its goals; to explore the perception of EHCV among older people in HK and to identify ways to improve the programme.
|
55
|
100
|
Interviews: focus group discussion
|
Qualitative study
|
Constant comparison
|
The utilisation rate of EHCV; types of service use; like/dislike about EHCV; scheme awareness; encourage the use of private primary care services
|
LegCo, 2011 [39]
|
Hong Kong
|
To allow members of the legislative council to understand the findings of the Interim report and ask for member’s view in extending the EHCV scheme for another three years.
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
The utilisation rate of EHCV; scheme awareness; like/dislike about EHCV; types of service use; encourage the use of private primary care services; the number of providers participated in the scheme; adjustment made by the government; enhancement of the EHCV system; suggestion of expanding service area; issues confronted by service providers
|
LegCo, 2012 [40]
|
Hong Kong
|
To seek advice from the members of the Legislative Council to increase the financial subsidy, monitor and promote the EHCV scheme.
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
The number of providers participated in the scheme; adjustment made by the government; enhancement of the EHCV system; utilisation rate of EHCV; enhancement of the EHCV system; promotion activities to enhance the uptake rate for both providers and elders
|
LegCo, 2015 [41]
|
Hong Kong
|
To remind members about the discussion of EHCV they had between the years of 2007 to 2015.
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
The suggestion of expanding service area and subsidy amount; the number of providers participated in the scheme; utilisation rate of EHCV; promotion activities to enhance the uptake rate for both providers and elders; enhancement of the EHCV system
|
LegCo, 2015 [42]
|
Hong Kong
|
To invite members to approve a budget for the operational expenses of EHCV in 2015-16 since the estimated expenditure was not enough to meet the need of the Scheme.
|
N/A
|
N/A
|
N/A
|
N/A
|
N/A
|
The number of providers participated in the scheme; utilisation rate of EHCV; promotion activities to enhance the uptake rate for both providers and elders; enhancement of the EHCV system; the suggestion of expanding service area and subsidy amount
|
Liu et al., 2012 [26]
|
Hong Kong
|
To provide evidence of consumer's willingness to pay for private services when they can receive services in the public sector, to investigate if financial subsidies can encourage elders to use private services.
|
1164
|
68
|
Face-to-face interviews and questionnaire survey
|
Cross-sectional studies
|
Statistical analysis
|
Encourage the use of private primary care services; types of service use; reasons for using private services; like/dislike about EHCV; health care habit
|
Wong et al., 2015 [48]
|
Hong Kong
|
To discover the influence of PPPs at the interorganisation and interpersonal levels regarding the interpretation and actions of the stakeholders, and the outcomes of PPP.
|
N/A
|
N/A
|
Interviews
|
Realist evaluation
|
Realist analysis
|
The utilisation rate of EHCV; effectiveness of public-private partnership; issues confronted by providers; like/dislike about EHCV
|
Yam et al., 2011 [50]
|
Hong Kong
|
To evaluate if the EHCV scheme has achieved its intended goals and to see if there any lessons can be learned to improve the program in the future and change of the policy.
|
1026
|
79.2
|
Face-to-face interviews and questionnaire survey
|
Cross-sectional studies
|
Statistical analysis
|
The utilisation rate of EHCV; like/dislike about EHCV; encourage the use of private primary care services; types of service use; the number of providers participated in the scheme
|
Yip et al., 2010 [51]
|
Hong Kong
|
To investigate the economic impact of changing age population.
|
N/A
|
N/A
|
Survey
|
Case series
|
Statistical analysis
|
Like/dislike about EHCV
|
Included Studies
Among the 15 selected records, 5 studies initially aimed to discover the impact and achievement of the EHCVS and address the need for changing policy direction in the future. Most of these studies used survey, interviews, and focus group discussions to gain a better understanding of the impact and effectiveness of the EHCVS from both the elders and private health service providers’ perspectives, including their attitudes, awareness, knowledge, actual take-up, and application of the voucher. Five studies mentioned the demands and attitudes of the scheme by examining different types of health care service usage and health intervention programs in Hong Kong. One study included stakeholders’ views towards the EHCVS, which primarily intended to investigate the economic impacts of changing demographics. Since these six studies did not aim to discover the impact and effectiveness of the EHCVS, only a few sentences related to the EHCVS were included in these publications. However, these studies were published in different years and therefore could provide useful clues to determine if the attitudes and the take-up rate among elders and service providers had changed over time, which helps better draw a conclusion on the impact of the EHCVS over 10 years [19]. The remaining four included articles were based on discussions held between the health agencies and members of the Legislative Council, which aimed to allow members to understand the efficacy of the EHCVS and seek members’ advice to improve the effectiveness and efficiency of the scheme. These four articles did not involve any data collection methods since all were plain summaries and descriptions of the meeting minutes.
The sample size and response rate of the 15 included papers varied. Indeed, these two components did not have a significant impact for the data and information used in this study since four of eight studies that provided a sample size and response rate were not directly examining the impact of the EHCVS; the other four studies that examined the impact of the EHCVS all presented a high response rate. The seven remaining studies did not require or involve the discussion of sample size and response rate based on their study nature. Among the 15 included papers, 3 studies explored the reasons for using or not using the voucher, 5 studies contained the types of service used by elders and if the financial subsidy encouraged elders to private health care services, 10 studies discussed elders’ likes or dislikes about the EHCVS, and 11 studies mentioned the rate of the voucher. These five categories were set before the data extraction, which are the target areas that help to answer the research question. Other features related to the impact of the EHCVS, such as providers participating in the scheme as well as scheme adjustment and enhancement, were discovered after undertaking the review. These elements are also believed to have a significant influence on the EHCVS.
Synthesis
The process of thematic synthesis generated 50 subthemes, which are associated with the influence of the EHCVS implementation as described in each study. After grouping the subthemes into a tree data structure based on their similarities and differences, 10 overarching descriptive themes were then developed [19, 44]. Three analytical themes emerged after going beyond the content to discover the linkage between each descriptive theme and considering how these descriptive themes answer the research question—the impact of the EHCVS [19, 44]. These analytical themes are (1) strengthening government relationships with elders and private health care providers, (2) improving the quality of acute care instead of preventive care and disease management, and (3) unsuccessfully shifting elders from the public to private health care sector (see Figure 2).
The 'going beyond' process has utilised the percentage of coverage (the amount of data extracted from the studies in each code) to determine and construct unique interpretations of the impact of the EHCVS (see Supplementary file 4) [27]. Some of the descriptive themes interpreted in the third stage of the synthesis process are interrelated and presented in more than one analytical themes. A grid shown in Supplementary file 5 was designed to identify the contribution of each study, ensure the synthesis was closely related to the primary findings, and minimise bias related to selective reporting of outcomes [19].
Strengthening government relationships with elders and private health care providers
Over the 10 years of the policy implementation, the government, members of Legislative Council, and the DH continuously provided recommendations and modified the scheme to attract and motivate elders to utilise private primary health services. Since the number of account creations was low during the first phase (2009—2011) of the EHCVS, four out of six articles discussing this area demonstrated that only 57% of eligible elders had their eHealth account opened and only 45% of them had made use of the voucher [5, 17, 39, 48, 50]. In response, the DH began to map out strategies to promote the usage of the voucher through mass media, distribution of leaflets in the public health sector, and displaying of posters in malls and on metro billboards [5, 40, 42]. Apart from increasing the publicity of the EHCVS to encourage eligible elder enrolment, the government has shown an ongoing effort to improve the effectiveness and efficiency of the voucher utilisation process for elders. This includes simplified registration and consent processes as well as enabling elders to more conveniently use the voucher by presenting their Hong Kong Identity Card [5, 6, 17, 39, 40, 41]. To enhance the uptake of the voucher, the government also adjusted the eligible age from 70 to 65 years to expand the population of the scheme [5, 8, 17, 18, 24, 51]. Notably, widening the service areas from 9 to 14 types of allied health services (particularly the inclusion of optometry), enabling elders to use the voucher in preventive, curative and rehabilitation services, applying the voucher to Shenzhen outpatient clinics, increasing the subsidy amount from HK$250 to HK$2000, and permitting the unspent voucher amount to be carried forward to the next year all had a positive impact in enhancing the enrolment rate of the EHCVS among elders [6, 17, 24, 39, 40, 41, 42, 50]. Under the sub-theme of Joining-Elders, there was a 20% growth in both voucher account creation and voucher utilisation rate by the end of May in 2015 [41, 48]. The increasing number of elders admitted to the scheme implied positive experiences, and the scheme began to take root in the community. With the government subsidy, elders have access to a broader choice in health care services, receive health care services closer to home, and receive higher quality of care with regards to reduced waiting times within the private system [17, 24, 39, 40].
Targeting the low enrolment rate (32.4%) of private health service providers, the government and the DH stepped forward to address the technical and supply issues that were constricting private health service providers’ willingness to participate in the EHCVS [17, 24, 41, 48]. Four articles suggested the contributing factors to the low participation rate among private health service providers during the first phase of the EHCVS were the complicated voucher claiming procedure, absence of computers to access the eHealth system, pre-existing discounts to elders, and the lack of guarantee of elders utilising private health services [17, 24, 41, 48]. Considering the abovementioned reasons, the DH procured Smart Identity Card Readers and distributed these free -of -charge to enrolled providers in the second year of the pilot scheme to reduce the manual input errors and simplify the registration process. This adjustment is also likely to have flow-on effects insofar as mitigating the chance of voucher reimbursed refusal and expediting previous delays associated with providers receiving their monthly reimbursed payment [17]. In addition, the DH also implemented several mechanisms, including the requirement for private health service providers to insert the co-payment made by elders, and performed inspection visits to monitor and strengthen the voucher claiming process [17, 39, 40, 41]. On one hand, it aimed to generate statistical reports for the Health Voucher Unit and the DH to identify common transaction errors between providers, which allow the DH to modify the eHealth system as well as provide timely feedback and assistance to private health service providers [17, 39, 42]. On the other hand, it also ensures public money is being used in the correct manner [17, 40]. These adjustments and improvements had a substantial effect on stimulating private health service providers’ enrolment throughout the 10 years [3, 17, 39, 40]. By the end of October 2015, 5,235 private health care providers were enrolled in the EHCVS, which accounted for an approximately 206% growth in participation since 2009 [41, 42]. A significant rise in the participation rate among private health service providers suggested the collaboration between the government and private health care sector was strengthened because of these reform adjustments [39, 48]. The number of private health service providers joining the EHCVS is a testament to a PPP of this nature and the ability to iterate and adapt the scheme to the changing demands and challenges [24, 39, 48].
Improving the quality of acute care instead of preventive care and disease management
Significant awareness of the EHCVS among elders was noted across four studies. Approximately 70% of the respondents in the included studies acknowledged the existence of the scheme and were able to correctly identify the scheme logo and articulate what types of health services the scheme supported [5, 17, 39, 50]. However, despite elders having a significant awareness of the EHCVS, insufficient awareness of how to apply for the voucher and which health service providers in their community participated in the scheme prevented elders from effectively utilising it in an effective manner [5, 17, 24, 39, 50]. Most elders involved in the studies expressed their preference to spend their allocation on acute care instead of chronic disease management in the private health care sector, as the restricted subsidy makes it financially unrealistic to continually manage chronic diseases in the private sector[2, 5, 17, 24, 26, 48, 50]. This corresponds with findings across three of seven studies under the sub-theme of Utilisation-Voucher with 70% of elders expressing a desire to spend the voucher in acute care services in the private sector rather than on health checks, dental care, and chronic disease management [17, 24, 39, 41, 50]. Consequently, 66% of elders prefer to stay in the public health care system despite their eligibility for the scheme [17, 24, 39, 50].
Insufficient subsidy amount to cover the large proportion of the service fee further caused elders to place dental check-ups in the least preferred service [5, 18, 26]. Six studies reported that elders are particularly reluctant to spend their voucher in dental care, as each episode of dental care is equivalent to 90% of the voucher value, far more than the 50% attributed to both Western and Chinese medicine services [5, 17, 39]. Elders also identified multiple concerns when considering receiving dental treatments in the private sector given health services in the sector are renowned for being expensive, and the cost is unpredictable [5, 17, 24, 26, 39, 50]. In fact, the subsidy amount provided under the EHCVS only enables elders to receive dental treatments fewer than twice a year [5, 24]. The low utilisation rate of dental services may also be attributed to elders’ perceptions regarding the unnecessary nature of dental care, with many believing self-performed oral hygiene alone is sufficient to maintain adequate oral health [5, 26]. No perceived need and the absence of regular health check-ups were also presented in five studies [5, 17, 26, 39, 50]. The above findings suggest elders placed preventive care, dental care, and chronic condition management in a non-essential position [39]. Yet, the government’s lack of recognition of this voiced need has restrained the scheme from achieving its intended objectives and desired outcome to promote preventive care and disease management among elders, reduce elders’ dependence on public health care services, and encourage greater connection between elders and their private doctors [24, 39, 41, 50].
Unsuccessfully shifting elders from the public to private health care sector
Five of the 15 studies reported that the financial subsidy did not shift demand from the public to the private health care sector due to a lack of clear information delivered to elders about the purpose of the EHCVS [24, 26, 39, 41, 50]. Elders’ discussion concerning acute care and the lack of desire to spend their voucher on preventive care in the private health care sector indicates they did not have a complete understanding of the policy intentions, which aims to support them in detection of disease, illnesses, and other health-related problems and reduce their reliance on public health care services [17, 24, 26, 39, 50]. Most of the elders believed the EHCVS provided full health care coverage and they were insufficiently informed about the need to co-pay [24]. Ten of the 15 studies hence reported elders generally perceived the subsidy amount provided under the EHCVS did not ease their financial burden in purchasing health care services in the private sector [5, 8, 17, 18, 24, 26, 39, 48, 50, 51]. This subsequently reduced their desire to seek health care services in the private sector, simply because the public health care sector provides the same treatment at a lower cost and consequently allows for continuous follow-up treatment despite the lengthy wait times [24, 26, 50]. Elders’ disinterest in the EHCVS also has flow-on effects to private health care providers’ perceptions of the scheme [50, 51]. Physicians in FHB & DH [17] mentioned the scheme did not boost their patient numbers nor did it enhance the health service usage of their existing clients. In other words, the EHCVS did not have a significant impact on changing the health-seeking behaviour among elders and failed to reallocate the health service demand from the public to the private health care sector over a 10-year period [24, 26, 39, 50].