Table 2

Methods and instruments used in the process evaluation
Research question (outcome) Components Methods and instruments
1. Level of implementation Fidelity Dose delivered (completeness) 1. File analysis on web based patients files: presence of actual care plan per patient, domains concerned (somatic, functional, community participation, psychological, communication), planned and performed evaluations, team meeting reports, content of and professionals concerned in digital communication, registration of medication reviews.
2. Observation of team meetings by means of a structured checklist: attendance, preparation, goal setting, evaluation appointments, monitoring results.
3. Time registration form for professionals, collected by e-mail.
2. Engagement and approval of patients and informal caregivers Dose received (exposure) 4. Structured questionnaire verbally collected from a sample of patients and informal caregivers. Items: engagement of patient in care plan, given choices and priorities, support, encouragement, cooperation between case manager and primary care physician.
Dose received (satisfaction)
5. Semi-structured interviews with a sample of patients and informal caregivers on the same items to deepen the outcomes of the structured questionnaires.
2. Engagement and approval of professionals Dose delivered (completeness) 6. Registration of attendance of educational meetings.
3. Barriers and facilitators to Implementation Dose received (exposure) 7. Structured evaluation form for educational meetings.
Dose received (satisfaction) Context 8. Registration of site visits: frequency, duration and content.
9. File analysis on e-mail correspondence between program facilitator and teams.
10. Structured questionnaire, electronically collected from all participating professionals.
Items: relevance and feasibility of the program, extent to which the program was performed, interactions with staff and investigators, factors at individual, organizational and environmental levels that may have influenced the implementation of the program.
11. Focus groups with a sample of participating professionals to deepen the outcomes of the structured questionnaires.

Ruikes et al.

Ruikes et al. BMC Family Practice 2012 13:115   doi:10.1186/1471-2296-13-115

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