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© 2006, Johns Hopkins University. All rights reserved.
Processes and Tools:
Measuring patient
preferences
John F P Bridges Ph. D.
Department of Health Policy and Management
Johns Hopkins Bloomberg School of Public Health

Founding Editor,
The Patient – Patient-Centered Outcomes Research

jbridges@jhsph.edu
Acknowledgements/Transparency

• This is current work in progress, I am very much
  looking for your input and comments
• Our research on this topic has been supported by
  a Johns Hopkins Bloomberg School of Public
  Health (JHSPH) Faculty Innovation Award, and
  through funding from USAID, Pfizer Inc., USA,
  Janssen Cilag GmbH, Germany and the Institute
  for Health Technology Studies (InHealth), USA.
• Through The Patient – Patient-Centered
  Outcomes Research, Bridges and JHSPH has a
  financial relationship with Wolters Kluwer Health.
The evaluation revolution

• Over the past 30 years we have come a long
  way in the evaluation of medicines
   – Evidence based medicine (EBM)
   – Outcomes research
   – Pharmacoeconomics
   – Medical decision making
   – Health technology assessment (HTA).
• These five movements have collectively
  changed the quality of Medicine for the better.
The fundamentals of evaluation
•   Identification: What factors are important to
    patients and society?

•   Measurement: How do these factors vary across
    interventions?

•   Valuation: How do we rate, rank or score
    outcomes?

•   Deliberation: How do we make decisions based
    on 1-3?
Getting it wrong

• In outcomes research, we have spent far to much
  effort on measurement, and too little on
  identification and valuation

• Measurement dictates the terms of our analysis
   – Generalizabilty = societal perspective
   – Aversion to uncertainty = larger trials
   – Analysis of variance = single outcomes
   – Psychometrics = measuring functional
     status
Case study: Schizophrenia in Germany
• Schizophrenia is a major public health problem:
   – 24 million people globally (WHO, 2007)
   – 800,000 people in Germany affected
     (Kompetenznetz-Schizophrenie 2007)
• Economically burdensome treated or untreated
    – In Germany annual cost for the health and
       welfare service of schizophrenia is €4 to €9
       billion per year
• Efficacy of treatment is mitigated by a multitude of
  factors including non-compliance, non-response
  and side-effects
Choosing the wrong endpoints
• CATIE: Examining effectiveness
   – Primary: All cause treatment
     discontinuation
    – Secondary: cognitive impairment, substance
       abuse, violence, adherence, side-effects, QoL,
       cost and use of services
• All endpoints measured by physician, failing to
  capture patient perspective (i.e. goals, priorities
  etc.) about their treatment (Manschreck and
  Boshes 2007)
Study 1: A qualitative approach
• Sequential focus groups conducted in 4
  locations across Germany (n=30)
   – Review and analyze each groups results to
     identify themes
   – Refine the objective after each focus group for
     each subsequent group
• Key themes identified focused on the overall
  treatment experience
   – Summarized into 13 patient-relevant
     “endpoints”
Patient-relevant endpoints


          Side-effects                  Functioning
                            • Social activities
 • Weight gain
                            • Sexual functioning
 • EPS
                            • Daily activities
 • Increased saliva/drool   • Clear thinking
 • Sleep disturbances       • Listlessness

           Processes                     Outcomes
 • Supportive physician     • Minimization of symptoms
 • Group therapy            • Relapse
Study 2: A ranking approach
• Five locations across Germany (n=25)
   – Trained professional interviewer
   – Audio recorded
   – Vernacular changes across interviews
• Purpose: To determine if patients with
  schizophrenia have preferences for endpoints
   – Ranking exercise of 13 endpoints
      • Introduction to endpoints
      • Remove irrelevant endpoints
      • Of the relevant endpoints, rank the top 5 in
        order of priority
Ranking approach: Sample Card


        Mein Körpergewicht


Bei meiner medikamentösen Behandlung ist es
 schwer, mein Körpergewicht stabil zu halten.



                                     My Bodyweight
       “With my medicine (medical treatment) it is hard to maintain my bodyweight.”
Ranking Exercise

                13 Endpoints




Irrelevant   Patient preferences      Relevant



                  Rated #1

                  Rated #2         Rating exercise

                  Rated #3

                  Rated #4

                  Rated #5
Ranking Exercise Results
            Clear thinking

Minimization of symptoms

          Social activities

      Supportive physician

           Daily activities

                  Relapse

      Fatigue/Listlessness                                        Important

        Problems sleeping                                         Relevent
                                                                  Irrelevant
            Group therapy

          Sexual problems

              Weight gain

Involuntary body movement

      Involuntary drooling

                              0%   20%   40%   60%   80%   100%
Valuing outcomes – a case study
• Reed Johnson and colleagues recently examined
  QLQ-30 to assess the assumption regarding the
  underlying valuation of the scale.

• “We have no grounds to believe that the EORTC
  QLQ items are sufficiently non-linear to warrant
  any correction before using them in summated
  scales. … At the present time we recommend
  using scales based on unweighted summed
  scores.“ (EORTC QLQ-C30 Scoring Manual,
  1999, p. 13)
Chemotherapy Outcome Preferences
Treatment Impact                         Treatment A               Treatment B

                                         Unable to do
Physical Limitations                                          No physical limitations
                                      strenuous activities
Limitations on work and
                                       Some limitations          Some limitations
household jobs
Tense, worried, irritable,
                                           Not at all               Very much
or depressed
Interference with family
                                            A little                Somewhat
or social life

Fatigue                                  A little (mild)      Quite a bit (moderate)

Nausea and Vomiting                  Quite a bit (moderate)        A little (mild)
Trouble Sleeping                         A little (mild)       Very much (severe)
Diarrhea                             Quite a bit (moderate)        A little (mild)
                                        Choose Treatment A        Choose Treatment B
 Which treatment would you choose?
      (Please check one box.)




• Based on EORTC QLQ-C30 Instrument
Evaluation of weights
                           100


                                 80
             Preference Weight




                                 60


                                 40


                                 20


                                 0
                                                        Severe




                                                                                   Severe




                                                                                               Severe




                                                                                                            Severe




                                                                                                                            Severe
                                                          Mild




                                                                                     Mild




                                                                                                 Mild




                                                                                                              Mild




                                                                                                                              Mild
                                                                                                                             None
                                                         None




                                                                                    None




                                                                                                None




                                                                                                             None
                                                                      No Other
                                                      Moderate
                                          Can Care




                                                                                 Moderate




                                                                                             Moderate




                                                                                                          Moderate




                                                                                                                          Moderate
                                         Need Help
                                          No Limits




                                                                     No Limits

                                                                      No Work
                                      No Strenuous




                                                                 Limited Work




                                      Physical        Social     Role            Pain       Fatigue     Diarrhea      Nausea


Sources: Johnson F.R., Hauber A.B., Osoba D., et al. Are chemotherapy patients' HRQoL importance weights consistent with linear scoring rules? A
stated-choice approach. Qual Life Res, 2006, 15(2), 285-98.
Osoba D., Hsu M.A., Copley-Merriman C., et al. Stated preferences of patients with cancer for health-related quality-of-life (HRQOL) domains during
treatment. Qual Life Res, 2006, 15(2), 273-83.
Why patient preferences?
• Focusing on patient preferences is not easier, it
  more relevant to those that we affect the most.

• Focusing on patient preferences we empower the
  patient (groups) by giving them a voice

• By measuring patient preferences using scientific
  methods, we add validity to what is normally
  considered the “soft” side of HTA

• By measuring patient preferences we produce
  market like signals to promote innovation in
  health care
Conclusions

• HTA needs to become more patient centered.
• More attention has to be placed on the
  identification and valuation of patient endpoints.
• As such, the patients voice in HTA needs to be
  supported by scientific evidence.
• Here qualitative, ranking, rating/ranking, conjoint
  analysis and other preference based methods
  are beneficial research tools.
© 2006, Johns Hopkins University. All rights reserved.

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Measuring patient preferences

  • 1. © 2006, Johns Hopkins University. All rights reserved.
  • 2. Processes and Tools: Measuring patient preferences John F P Bridges Ph. D. Department of Health Policy and Management Johns Hopkins Bloomberg School of Public Health Founding Editor, The Patient – Patient-Centered Outcomes Research jbridges@jhsph.edu
  • 3. Acknowledgements/Transparency • This is current work in progress, I am very much looking for your input and comments • Our research on this topic has been supported by a Johns Hopkins Bloomberg School of Public Health (JHSPH) Faculty Innovation Award, and through funding from USAID, Pfizer Inc., USA, Janssen Cilag GmbH, Germany and the Institute for Health Technology Studies (InHealth), USA. • Through The Patient – Patient-Centered Outcomes Research, Bridges and JHSPH has a financial relationship with Wolters Kluwer Health.
  • 4. The evaluation revolution • Over the past 30 years we have come a long way in the evaluation of medicines – Evidence based medicine (EBM) – Outcomes research – Pharmacoeconomics – Medical decision making – Health technology assessment (HTA). • These five movements have collectively changed the quality of Medicine for the better.
  • 5. The fundamentals of evaluation • Identification: What factors are important to patients and society? • Measurement: How do these factors vary across interventions? • Valuation: How do we rate, rank or score outcomes? • Deliberation: How do we make decisions based on 1-3?
  • 6. Getting it wrong • In outcomes research, we have spent far to much effort on measurement, and too little on identification and valuation • Measurement dictates the terms of our analysis – Generalizabilty = societal perspective – Aversion to uncertainty = larger trials – Analysis of variance = single outcomes – Psychometrics = measuring functional status
  • 7. Case study: Schizophrenia in Germany • Schizophrenia is a major public health problem: – 24 million people globally (WHO, 2007) – 800,000 people in Germany affected (Kompetenznetz-Schizophrenie 2007) • Economically burdensome treated or untreated – In Germany annual cost for the health and welfare service of schizophrenia is €4 to €9 billion per year • Efficacy of treatment is mitigated by a multitude of factors including non-compliance, non-response and side-effects
  • 8. Choosing the wrong endpoints • CATIE: Examining effectiveness – Primary: All cause treatment discontinuation – Secondary: cognitive impairment, substance abuse, violence, adherence, side-effects, QoL, cost and use of services • All endpoints measured by physician, failing to capture patient perspective (i.e. goals, priorities etc.) about their treatment (Manschreck and Boshes 2007)
  • 9. Study 1: A qualitative approach • Sequential focus groups conducted in 4 locations across Germany (n=30) – Review and analyze each groups results to identify themes – Refine the objective after each focus group for each subsequent group • Key themes identified focused on the overall treatment experience – Summarized into 13 patient-relevant “endpoints”
  • 10. Patient-relevant endpoints Side-effects Functioning • Social activities • Weight gain • Sexual functioning • EPS • Daily activities • Increased saliva/drool • Clear thinking • Sleep disturbances • Listlessness Processes Outcomes • Supportive physician • Minimization of symptoms • Group therapy • Relapse
  • 11. Study 2: A ranking approach • Five locations across Germany (n=25) – Trained professional interviewer – Audio recorded – Vernacular changes across interviews • Purpose: To determine if patients with schizophrenia have preferences for endpoints – Ranking exercise of 13 endpoints • Introduction to endpoints • Remove irrelevant endpoints • Of the relevant endpoints, rank the top 5 in order of priority
  • 12. Ranking approach: Sample Card Mein Körpergewicht Bei meiner medikamentösen Behandlung ist es schwer, mein Körpergewicht stabil zu halten. My Bodyweight “With my medicine (medical treatment) it is hard to maintain my bodyweight.”
  • 13. Ranking Exercise 13 Endpoints Irrelevant Patient preferences Relevant Rated #1 Rated #2 Rating exercise Rated #3 Rated #4 Rated #5
  • 14. Ranking Exercise Results Clear thinking Minimization of symptoms Social activities Supportive physician Daily activities Relapse Fatigue/Listlessness Important Problems sleeping Relevent Irrelevant Group therapy Sexual problems Weight gain Involuntary body movement Involuntary drooling 0% 20% 40% 60% 80% 100%
  • 15. Valuing outcomes – a case study • Reed Johnson and colleagues recently examined QLQ-30 to assess the assumption regarding the underlying valuation of the scale. • “We have no grounds to believe that the EORTC QLQ items are sufficiently non-linear to warrant any correction before using them in summated scales. … At the present time we recommend using scales based on unweighted summed scores.“ (EORTC QLQ-C30 Scoring Manual, 1999, p. 13)
  • 16. Chemotherapy Outcome Preferences Treatment Impact Treatment A Treatment B Unable to do Physical Limitations No physical limitations strenuous activities Limitations on work and Some limitations Some limitations household jobs Tense, worried, irritable, Not at all Very much or depressed Interference with family A little Somewhat or social life Fatigue A little (mild) Quite a bit (moderate) Nausea and Vomiting Quite a bit (moderate) A little (mild) Trouble Sleeping A little (mild) Very much (severe) Diarrhea Quite a bit (moderate) A little (mild) Choose Treatment A Choose Treatment B Which treatment would you choose? (Please check one box.) • Based on EORTC QLQ-C30 Instrument
  • 17. Evaluation of weights 100 80 Preference Weight 60 40 20 0 Severe Severe Severe Severe Severe Mild Mild Mild Mild Mild None None None None None No Other Moderate Can Care Moderate Moderate Moderate Moderate Need Help No Limits No Limits No Work No Strenuous Limited Work Physical Social Role Pain Fatigue Diarrhea Nausea Sources: Johnson F.R., Hauber A.B., Osoba D., et al. Are chemotherapy patients' HRQoL importance weights consistent with linear scoring rules? A stated-choice approach. Qual Life Res, 2006, 15(2), 285-98. Osoba D., Hsu M.A., Copley-Merriman C., et al. Stated preferences of patients with cancer for health-related quality-of-life (HRQOL) domains during treatment. Qual Life Res, 2006, 15(2), 273-83.
  • 18. Why patient preferences? • Focusing on patient preferences is not easier, it more relevant to those that we affect the most. • Focusing on patient preferences we empower the patient (groups) by giving them a voice • By measuring patient preferences using scientific methods, we add validity to what is normally considered the “soft” side of HTA • By measuring patient preferences we produce market like signals to promote innovation in health care
  • 19. Conclusions • HTA needs to become more patient centered. • More attention has to be placed on the identification and valuation of patient endpoints. • As such, the patients voice in HTA needs to be supported by scientific evidence. • Here qualitative, ranking, rating/ranking, conjoint analysis and other preference based methods are beneficial research tools.
  • 20. © 2006, Johns Hopkins University. All rights reserved.