Journal of Public Health Medicine Vol. 22, No. 3, pp. 393±399 Printed in Great Britain Disabled people and professionals differ in their perceptions of rehabilitation needs Paula Kersten, Steve George, Lindsay McLellan, Jenifer A. E. Smith and Mark A. Mullee Abstract Background This study set out to explore whether there are systematic differences in unmet needs for rehabilitation services and resources as identi®ed by disabled people and nominated key professionals. Methods A cross-sectional interview survey of 87 pairs of community-dwelling disabled people (aged 16±65) and their nominated key professionals was conducted in southern England. The Southampton Needs Assessment Questionnaire (SNAQ) was used to examine unmet needs and the Of®ce of Population Censuses and Surveys (OPCS) Disability and Severity Scale to examine level of disability. Results Eighty-seven pairs of disabled people and their nominated key professionals participated. People were severely disabled (median OPCS score 8; interquartile range 6±9). Disabled participants reported signi®cantly more unmet needs than did professionals. There was zero concordance on identi®ed unmet needs between disabled participants and professionals in 56 per cent of cases. Concordance between disabled participants and professionals was signi®cantly better if the disabled participant had reported more unmet needs. There was a trend for general practitioners to be poorer at reporting disabled participants' needs than other professionals. There was fair agreement between disabled participants and professionals in ®ve areas of unmet need only (in descending order): adaptations, physiotherapy, equipment, assistance with `non-care' activities and the use of a day centre. In all the other areas of unmet need the agreement was poor. Conclusions Needs for rehabilitation services and resources (for disabled people) are perceived differently by disabled people and professionals. Until we know who is right about rehabilitation needs, it is important to determine both users' and providers' views when planning and commissioning services. Keywords: rehabilitation needs, disabled people, professionals, Southampton Needs Assessment Questionnaire Background The Community Care Act 1990 introduced needs led assessments, rather than service led assessments, to decide on the services required to enable elderly and disabled people to live as independently as possible at home.1 The de®nition of need, however, was linked to the availability of resources, which has meant that needs depend on priorities.2 The relative priority of need was to be assessed according to eligibility criteria measuring levels of `risk' and `dependence'. It has been estimated that the prevalence of disability in Great Britain is 14 per cent for people aged 16±65.3 Considering these large numbers and the greater emphasis on community care since the 1990s, it might be expected that many community-based rehabilitation services would be oriented towards meeting disabled people's objectives and needs. There is some evidence from the literature that this is not the case, however. In a 1982 Kingston-upon-Thames study general practitioners (GPs) knew about fewer than 50 per cent of the dif®culties with activities of daily living that were reported by 37 per cent of disabled people.4 Unmet needs have also been found for domestic help (19±54 per cent), holidays or convalescence (14 per cent), extra aids (18 per cent) and advice on bene®ts (30 per cent).5±7 What is not certain from work performed so far, however, is whether such differences are random in nature, or more systematic. This study set out to explore whether there are systematic differences in unmet needs for rehabilitation services and resources as identi®ed by disabled people and nominated key professionals. Methods A cross-sectional interview study of disabled people (aged 16± 65) was carried out in Basingstoke and Southampton National Health Service (NHS) Health Districts in southern England. 1 School of Health Professions and Rehabilitation Sciences, University of Southampton, High®eld, Southampton SO17 1BJ. 2 Health Care Research Unit, University of Southampton, Mailpoint 805, Southampton General Hospital, Southampton SO16 6YD. 3 Southampton University Hospital Trust, Highcroft, Romsey Road, Winchester SO22 5DH. Paula Kersten,1 Postdoctoral Research Fellow, Health Research Unit Steve George,1 Senior Lecturer in Public Health Medicine and Director Lindsay McLellan,1 Europe Professor of Rehabilitation, Rehabilitation Research Unit Jenifer A. E. Smith, Consultant in Public Health Medicine2 (now Director, South and West Cancer Intelligence Unit3) Mark A. Mullee,2 Senior Research Fellow in Medical Statistics Address correspondence to Paula Kersten. E-mail: [email protected] q Faculty of Public Health Medicine 2000 394 JOURNAL OF PUBLIC HEALTH MEDICINE People with a primary physical disability, who were living at home, were included provided that their GPs had given their consent to invite their patients to participate. People with a primary disability of blindness or deafness were excluded. Table 1 Topics of discussion in the Southampton Needs Assessment Questionnaire Sampling frame Disability Medical condition and anticipated progression Effect of disability on day-to-day life Household situation Marital status Children Who the participant lives with Social and intellectual ful®lment Employment Social activities Going out Hobbies and recreation Care situation Care received or not What activities carers or family members help with Services NHS Social care services Private Disability organizations Membership The kind of services these organizations provide to the participant Home Suitability Adaptations Hardware Equipment Wheelchairs Mobility Personal mobility (e.g. falls, use of walking aids) Transport Community accessibility Finances Bene®ts received Whether all bene®ts to which the participant is entitled are received Whether more money would help the participant to overcome some of the effects of his or her disability Information Condition Treatments or care plans Health care services Social care services Rehabilitation services Sexual relationships or dif®culties We used two existing disability registers, in Basingstoke and Southampton, to randomly select disabled people.8 These registers comprised disabled people, aged 16±65, who had been identi®ed by community rehabilitation services as being in need of regular surveillance by formal assessment of their care needs. These registers must be distinguished, therefore, from those comprising self-identi®ed individuals. During the interview, participants were asked to identify the main health or social care professional who they expected to be most knowledgeable about their needs. If they were unable to identify a professional in answer to the above question, they were asked whether their GP would know them well enough to identify their needs. The GP therefore acted as a default option. Those who did not think that their GP would know them well enough were excluded. A `case' is de®ned in this paper as a disabled person plus a nominated professional. Needs assessment In the absence of an existing valid needs assessment research tool, a new semi-structured needs assessment questionnaire was developed during a pilot study (the Southampton Needs Assessment Questionnaire, SNAQ). It was shown to have good content and construct validity during the pilot. Its development and validation will be published separately. The SNAQ covers topics identi®ed as important to disabled participants in the pilot study (Table 1). The instrument was administered to disabled people by face-to-face interview at home, following consent from the disabled person. If disabled people had very poor communication skills, or objected to being interviewed on their own, they were interviewed together with their carer. During this process of questioning it was possible to derive those needs that were met and thus enable participants to think about their unmet needs. At the end of the interview participants were asked to list all their unmet needs in order of priority. Level of disability was measured using the Of®ce of Population Censuses and Surveys (OPCS) Disability Severity Scale.3 Professionals were interviewed over the telephone. The questionnaire used for professionals was identical to that used for disabled people, with the exception that questions were altered to re¯ect the professional's perspective. Statistical analysis The numbers of unmet needs reported by participants did not follow a normal distribution and the analysis was therefore conducted using non-parametric statistics. Comparisons between disabled participants and their professionals on the Topics discussed in the Southampton Needs Assessment Questionnaire numbers of needs reported were made with Wilcoxon Signed Rank tests. Concordance between participants about the nature of unmet needs was established as follows. First, the proportion of unmet needs identi®ed by the disabled person that was also identi®ed by his or her professional was calculated. Thus, a concordance score (CS) ranging from zero to one could be obtained (where zero indicates none of the unmet needs reported by the disabled person; one indicates all of the unmet needs reported by the disabled person). In a large proportion of cases CS equalled zero, however, and we therefore grouped 395 PERCE PTIONS OF RE HABILITATION NEE DS cases into two categories: cases in which CS was `moderate to good' (CS > 0), and cases in which CS was `poor' (CS 0). We hypothesized that concordance scores between disabled participants and their professionals would be higher if the disabled person was older, male, had been disabled longer or had a progressive deteriorating condition. In addition, we hypothesized that concordance scores would be lower if the disabled person had poorer communication skills (OPCS), poorer intellectual functioning (OPCS), or had identi®ed a GP as their key professional. Mann±Whitney U-tests and x2 tests were used to test these hypotheses. We also explored whether there were systematic differences in the magnitude of selfreported need between the two groups of `poor' and `moderate to good' CS. Second, agreement between disabled participants and their professionals on the nature of the reported unmet needs was established with kappa9 statistics (and 95 per cent con®dence intervals of kappa) after dichotomizing the data into whether or not a person reported an unmet need of a certain type. For this purpose needs were grouped. Ethical approval for the study was granted by the local ethics committees. Baseline data were collected in 1995. Results Participation and case characteristics A random sample of 154 disabled people, who ®tted the inclusion criteria and for whom GP consent had been granted, was selected from the disability registers. A postal invitation to take part in the study was accepted by 96 disabled people. Forty people declined, and 18 did not respond to the invitation. Out of the participating 96 disabled people, it was realized at interview that three had such severe communication dif®culties that they were unable to communicate their unmet needs effectively and they were therefore excluded, leaving a potential 93 cases in the study. Participants and non-participants were similar in age (median [interquartile range (IQR)] 48 years (39±55) versus 48 (36±56), Mann±Whitney U (MWU) 2035, p 0:72), gender (male:female 36:57 versus 27:31, x2 0:90, p 0:34) and diagnosis (Table 2). The largest single diagnostic group comprised people with multiple sclerosis. It now remained to match disabled people to nominated professionals. Two disabled people could not identify a health or social care professional who was knowledgeable enough about their needs to take part, including the GP default, and were excluded. One nominated professional ceased employment before being available for interview, and three further nominated professionals declined participation. There were thus 87 cases where both the disabled person and the professional consented to take part. The level of disability was severe in this group of people as measured with the OPCS Disability and Severity Scale (median 8.0; IQR 6.0±9.0). The disciplines of the professionals varied greatly (Table 3), the Table 2 Main diagnosis of participants and non-participants (numbers, with percentages given in parentheses) Condition Multiple sclerosis Rheumatoid arthritis Stroke Traumatic brain damage Cerebral palsy Paralysis following neurosurgery Traumatic spinal cord injury Motor neurone disease Poliomyelitis Brain damage ± from early childhood Above knee amputation Back pain Charcot Marie Tooth syndrome Friedrich's ataxia Spina bi®da Subarachnoid haemorrhage Brain damage ± after cardiac arrest Epilepsy Diabetes mellitus Cortical atrophy with hydrocephalus Facio scapulo humeral dystrophy Spastic paraplegia after measles Transverse myelitis-tetraplegia Undiagnosed neurological disorder Arthrogryphosis Congenital hydrocephalus Knee arthrodesis following trauma Ankylospondylitis Joint hypermobility syndrome Epidermiolysis bullosa dystrophica Hysterical paraplegia Cerebellar degeneration Muscular dystrophy Osteoarthritis Brain tumour Cerebellar ataxia Hydrocephalus Myasthenia gravis Fractured pelvis Congenital bilateral hip dislocation Sarcoidosis Meningitis Spinal carcinoma Thalidomide Missing Non-participants (n 70) 13 6 12 6 3 (19) (9) (9) (4) 3 (4) 1 (1) 1 (1) 6 (9) 1 (1) 3 2 2 1 1 1 1 1 1 1 1 1 1 1 (4) (3) (3) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) Participants in main study (n 93) 28 (30) 7 (8) 6 (6) 5 (5) 5 (5) 4 (4) 3 (3) 3 (3) 3 (3) 3 (3) 2 (2) 2 (2) 2 (2) 2 (2) 1 (1) 1 (1) 1 (1) 1 (1) 1 (1) 1 (1) 1 (1) 1 (1) 1 (1) 1 (1) 1 (1) 1 (1) 1 (1) 1 (1) 1 (1) 1 (1) 1 (1) largest single group comprising GPs. Out of the 24 GPs, 11 had been chosen only after the disabled person could not spontaneously think of a professional who would be knowledgeable about his or her needs. Needs The most frequently used services were those of the GP (85), dentist (63), optician and hospital consultant (55), and occupational therapist (39). Disabled people identi®ed signi®cantly more unmet needs than did their key professionals (Table 4). A large proportion of participants had multiple sclerosis, and potentially limited the generalizability of the 396 JOURNAL OF PUBLIC HEALTH MEDICINE Table 3 Discipline of participating professional (n 87) (numbers, with percentages given in parentheses) Discipline of professional Frequency General practitioner Nurse Day centre employee Physiotherapist Social worker Occupational therapist Care attendant scheme employee Health care services manager physical disabilities Rehabilitation medicine consultant Speech therapist Homecarer Administrator hyperbaric oxygen Aromatherapist Head Cheshire Home Project worker James Society (alcoholics and homeless people) Project worker Stonham Housing Association (people with disabilities) 24 (28) 10 (11) 10 (11) 8 (9) 8 (9) 7 (8) 6 (7) 6 (7) 1 (1) 1 (1) 1 (1) 1 (1) 1 (1) 1 (1) 1 (1) 1 (1) Table 4 Number of unmet needs of disabled people as reported by disabled people and their professionals Number of needs Disabled people Total Median Interquartile range Range Wilcoxon signed rank test 351 195 3 2 2±7 1±3 0±12 0±6 Z 4:77, p < 0:001 hypothesized case characteristics (Table 6). There was a trend that GPs were poorer than other professionals at identifying disabled participants' needs [difference in proportion ±20 per cent, 95 per cent con®dence interval (CI) ±42 per cent to +2 per cent]. Concordance scores of zero between disabled participants and the 11 `default GPs' occurred in 64 per cent of cases and between disabled participants and the other 13 GPs in 77 per cent of cases. The concordance scores between these two groups were not signi®cantly different, however (x2 0:07, p 0:79). An exploration of the magnitude of self-reported need showed that CS were signi®cantly better if the disabled participant had reported more unmet needs (Table 6). Table 7 shows that more disabled participants than professionals identi®ed unmet needs for adaptations, information, wheelchairs, hospital consultant, physiotherapy, equipment and chiropody. By comparison, more professionals than disabled participants reported unmet needs for improved social life and improved intellectual ful®lment. Kappa statistics showed that there was fair agreement in ®ve areas of unmet need only (in descending order): adaptations, physiotherapy, equipment, assistance with `non-care' activities and the use of a day centre. In all the other areas of unmet need the agreement was poor (Table 7). Professionals study. To check whether this was the case, we compared the number and types of unmet needs reported by them with those reported by other disabled participants: there were no signi®cant differences between them [median (IQR) 3 (2±5) versus 3 (2±7), MWU 844:0, p 0:58]. Concordance scores between disabled people and their professionals were low, with a score of one (complete agreement) being obtained in four cases only (Table 5). The two groups of disabled participants and their professionals (those with poor and those with moderate to good concordance) did not differ signi®cantly on any of the Table 5 Unmet needs: concordance scores between disabled participants and their professionals (numbers, with percentages given in parentheses) Concordance scores (categorized) Frequency Concordance score 1 0 < concordance score < 1 Concordance score 0 4 (4) 34 (39) 49 (56) Discussion An important ®nding in this study was the discrepancy between the needs and priorities identi®ed by disabled people in face-toface interviews and the identi®ed key professionals in telephone interviews. Could this difference have been due to the different method employed? We consider this to be unlikely, as the wording of the questions was virtually identical. In addition, this method made it easier for professionals to consult their notes while responding to questions. The different perceptions of needs for rehabilitation services and resources may be explained in several ways. First and foremost, the subjective experience of disability is different for each disabled person, carer and professional.10 However, this, although a cause of random variation, should not cause systematic differences between groups. Second, however, there is no clear consensus on the de®nition of `need'. Need has been de®ned as `the ability to bene®t from health care'11,12 but, conversely, it can be argued that care is the antithesis of rehabilitation.13 `Need', therefore, may be dependent upon the prior experiences and, if viewed in the context of the health professional, the training of the observer. The higher levels of concern experienced by professionals about personal ful®lment and meaningful occupation of time, for instance, might re¯ect an unduly pessimistic perception of the sources of stress and of satisfaction in the lives of disabled people. This tends to support Oliver's view that professionals identify and pursue goals for disabled people that are inappropriate and possibly oppressive.14 397 PERCE PTIONS OF RE HABILITATION NEE DS Table 6 Case characteristics and level of concordance about disabled participants' unmet needs between disabled participants and their professionals Case characteristics Continuous data (median, range) Age Communication (OPCS) Intellectual functioning (OPCS) Duration of disability (years) Number of unmet needs reported by disabled participant Nominal data Male Female Stable or improving condition Deteriorating condition Professional is a GP Professional is not a GP Statistical comparison Zero concordance (CS 0, n 49) Moderate to good concordance (CS > 0, n 38) ................................... MWU p value 48.0 (21±64) 0 (0±8.5) 0 (0±13.0) 17.0 (1±50) 48.0 (28±64) 0 (0±8.5) 0.5 (0±13.0) 14.5 (1±50) 804.0 910.0 877.0 895.0 0.37 0.83 0.61 0.76 465.5 <0.001 X2 0.001 p value 0.97 0.21 0.65 2.84 0.09 2 (0±12) % 57.6 (n 55.6 (n 53.1 (n 58.2 (n 70.8 (n 50.8 (n 19) 30) 17) 32) 17) 32) 5 (0±12) % 42.4 (n 44.4 (n 46.9 (n 41.8 (n 29.2 (n 49.2 (n 14) 24) 15) 23) 7) 31) CS, concordance score; MWU, Mann±Whitney U. A third explanation arises from the heterogeneity of the disabled population.15 Disabilities differ in individuals depending upon their circumstances and their objectives. The same impairments call for different solutions, therefore, depending upon their context. For this reason, rehabilitation needs are impossible to derive from the prevalence of disabling diseases or even of speci®c impairments. The political and organizational changes brought about by the Community Care Act,1 however, encourage assessors to regard needs in terms of individual impairment rather than as socially created discrimination. We can expect a mismatch between needs as viewed by disabled people and practitioners, therefore, merely as a result of an underlying political agenda.2 A fourth explanation relates to the fact that rehabilitation services, required to meet disabled people's needs, often cross the boundaries of traditionally segregated services, such as the NHS Trusts, local authorities and GP fund-holders. Rehabilitation needs, at an organizational level, may be viewed as a function of what each organization has traditionally supplied. Failure of communication between these services, the dif®culties of co-ordinating them and the fact that funding is separate compounds these problems, however.16 Does this study re¯ect reality? We did not seek to identify the appropriateness of unmet needs identi®ed in this study, nor to negotiate an agreement between differing views. In clinical practice unmet needs are assessed together with the disabled person (and the carer) and in some cases with the involvement of a multi-disciplinary team. The latter does not often happen in real practice, however, and the method employed here re¯ects more accurately current practice. This may result in better concordance than that found here. Concordance between disabled people and professionals was, however, very poor. The fact that concordance scores were much better when the disabled participant had reported more unmet needs suggests that professionals were more in tune with people who were, at least in their own opinion, more needy. The only other trend predicting poor concordance was the choice of a GP as the participating professional. Some GPs were identi®ed as a default option because participants had not spontaneously been able to identify another professional who they felt knew their needs. This may have placed those GPs at a disadvantage. There were, however, no differences in concordance scores between default GPs and others. Whether or not our methods led to some professionals being disadvantaged in this study, GPs will take a leading role in the purchase of rehabilitation services in the future. In the past the allocation of health funding has been caricatured as `the same as last year, plus or minus ®ve percent for pressure groups'.17 Primary care groups will take over the role currently occupied by health authorities in undertaking needs assessment and commissioning care for many services.18 So what should primary care groups do to ensure that they best represent the views of disabled people? Most obviously, perhaps, is to ensure that disabled people's views are taken into account when shaping rehabilitation services. Secondly, recent work has shown that different professions also have differing priorities for commissioning of services.19 Given the current structure of many primary care groups, it is not clear how the views of professions other than medicine will be articulated, and it is for primary care groups to resolve how the 398 JOURNAL OF PUBLIC HEALTH MEDICINE Table 7 Agreement between disabled participants and their nominated key professionals on the presence of unmet needs Disabled person reported the need Disabled person did not report the need Statistical comparison .......................... ............................ ............................... Unmet need of disabled person Prof did Prof did not Prof did Adaptations Assistance with activities (not care) Care Changes in the community Chiropody Complementary medicine or therapy Counselling Day centre Domestic help Equipment Finances Holidays Information Intellectual ful®lment Occupational therapy Other Other medical services Other professionals allied to medicine Personal issues Physiotherapy Respite care + short breaks Social life Social worker Specialist Speech and language therapy Vehicles Wheelchairs 17 25 4 1 0 0 Prof did not kappa* 95% CI of kappa 5 40 0.30 0.10±0.50 11 10 16 6 6 7 6 0 66 69 65 81 0.21 0 0 0 0±0.55 0±0.43 0±0.29 0±0.77 0 0 1 2 7 1 0 2 1 0 0 1 2 3 4 10 18 11 2 18 7 4 4 9 2 9 2 5 5 4 6 2 18 0 0 3 83 75 80 70 57 71 79 65 61 83 83 74 0 0 0.22 0.12 0.24 0.04 0 0.10 0 0 0 0.08 0±0.96 0±0.50 0±0.82 0±0.53 0±0.50 0±0.48 0±0.65 0±0.44 0±0.29 0±0.96 0±0.96 0±0.56 1 1 6 0 2 0 0 1 3 2 10 4 16 2 4 3 10 6 6 20 3 10 3 5 16 1 0 1 9 4 73 72 62 80 65 83 77 79 69 61 0.07 0.05 0.28 0 0.07 0 0 0.19 0.19 0.04 0±0.54 0±0.51 0±0.57 0±0.70 0±0.43 0±0.96 0±0.58 0±0.77 0±0.56 0±0.37 *Strength of agreement indicated by value of kappa: poor (<0.20), fair (0.21±0.40), moderate (0.41±0.60), good (0.61±0.80), very good (0.81±1.00).10 views of both professionals and patients are taken into account when commissioning services. 3 Martin J, Meltzer H, Elliot D. OPCS surveys of disability in Great Britain. Report 1. The prevalence of disability among adults. London: HMSO, 1988. Acknowledgements 4 Patrick DL, Peach H, Gregg I. Disablement and care: a comparison of patient views and general practitioner knowledge. J R Coll Gen Pract 1982; 32: 429±434. We would like to extend our thanks to the NHS Research and Development Programme South and West for funding this project, and to the subjects and their professionals for participating in the study. The views expressed, however, are those of the authors alone. References 1 Department of Health. Community care in the next decade and beyond. Caring for the 1990s. London: HMSO, 1989. 2 Audit Commission. The community revolution: the personal social services and community care. London: HMSO, 1992. 5 Badley EM, Tennant A. A survey of disablement in a British population using an action-orientated measure, physical independence handicap: problems with activities of daily living and level of support. Int Disab Stud 1991; 13: 91±98. 6 Badley EM, Tennant A. Impact of disablement due to rheumatic disorders in a British population: estimates of severity and prevalence from the Calderdale Rheumatic Disablement Survey. Ann Rheumat Dis 1993; 52: 6±13. 7 Badley EM, Tennant A. Disablement associated with rheumatic disorders in a British population: problems with activities of daily living and level of support. Br J Rheumatol 1993; 32: 601±608. 8 Lovelock R. Friends in deed: three care attendant schemes for the PERCE PTIONS OF RE HABILITATION NEE DS 399 younger physically disabled in Hampshire. Portsmouth: Social Services Research and Intelligence Unit, 1981. 14 Oliver M. Understanding disability. From theory to practice. London: Macmillan, 1996. 9 Altman DG. Some common problems in medical research. In: Practical statistics for medical research. London: Chapman and Hall, 1991: 403± 409. 15 Warren MD. The prevalence of disability. J R Coll Phys Lond 1989; 23: 171±175. 10 Peters DJ. Disablement observed, addressed, and experienced: integrating subjective experience into disablement models. Disab Rehab 1996; 18: 593±603. 11 Stevens A, Gabbay J. Needs assessment needs assessment... Hlth Trends 1991; 23: 20±23. 12 Stevens A, Raftery J. Introduction. In: Stevens A, Raftery J, eds. Health care needs assessment. The epidemiology based needs assessment reviews. Oxford: Radcliffe Medical Press, 1994: 11±30. 13 Nocon A, Baldwin S. Trends in rehabilitation policy. A review of the literature. London: King's Fund, 1998. 16 Hughes D. Caring for people ef®ciently. Hlth Policy 1993; 25: 81±94. 17 Cochrane, AL. Effectiveness and ef®ciency. Random re¯ections on health services. London: Nuf®eld Provincial Hospitals Trust, 1971. 18 Department of Health. The new NHS. London: HMSO, 1997. 19 Barclay S, Todd C, McCabe J, Hunt T. Primary care group commissioning of services: the differing priorities of general practitioners and district nurses for palliative care services. Br J Gen Pract 1999; 49: 181±186. Accepted on 16 December 1999
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