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Health Policy and Technology (2013) 2, 10–25

Available online at www.sciencedirect.com

journal homepage: www.elsevier.com/locate/hlpt

The social considerations for moving health


services into the home: A telecare perspective
Lawrence Chidzambwa

Informatics Research Centre, Henley Business School, University of Reading, UK


Available online 18 January 2013

Abstract
Benefits of telecare have been lower than expected partly because of the social aspects in homes.
This paper examines how social aspects are dealt with in telecare design. The objective is to provide
guidelines on how social aspects can be captured and applied when designing telecare. A pilot study
was conducted in a telecare provider domain to determine how social aspects encountered were
dealt with. Social constructivism is applied to capture the user preferences and organisational
semiotics to provide structure to the social aspects. The research presents a norm based framework
that involves the user in the design process. Validation results confirm that the framework is
structurally stable and is implementable. Applying technology in homes offers challenges because of
user preferences. Capturing these preferences and applying them at source raises the quality of care.
The results of this study can be applied in introducing technology in other socially dominated
environments.
& 2012 Fellowship of Postgraduate Medicine. Published by Elsevier Ltd. All rights reserved.

Introduction of how social aspects can be applied in solution design in


order to improve telecare acceptance.
It is estimated that 17.5 million people live with chronic In the last two decades care from home has grown in
conditions in UK. It is also estimated that people over 65 popularity and the governments have supported and
years old will increase to 11.6 million by 2025—an promoted this as an alternative, more efficient and
increase of 40% from 2010 figures [1]. Similar trends are certainly cheaper way of care than institutionalising
obtained in most developing countries. With an aging [2,3]. In a report on the Canadian home care sector it
population comes problems associated with chronic ill- was shown that the sector’s expenditure growth rate is
nesses and the inability to live independently or unsuper- about four times that of other health sectors [4]. In the
vised. This places significant strains on current and future province of Ontario in Canada it is reported that between
healthcare resources. Using technology to provide health 1991 and 1999 inflation adjusted spending figures in
and social care services at home has been identified as a health were as follows:
viable means to reduce costs, increasing coverage and
improving the quality of life for those in care. However the
acceptance and adoption of telecare in the home has been
Ministry of health spending fell by 5.6%.
lower than expected. This research answers the question
Acute hospital expenditure fell by 19.7%.
Equivalent physician spending fell by 16.7%.
Tel.: +1 778 686 4592. Home care spending grew by 70.9%.
E-mail address: chidzaml@yahoo.com All other spending grew by 20.3%.

2211-8837/$ - see front matter & 2012 Fellowship of Postgraduate Medicine. Published by Elsevier Ltd. All rights reserved.
http://dx.doi.org/10.1016/j.hlpt.2012.12.003
Social considerations in home telecare design 11

In UK reports indicate that the National Health Service perceptions and fears [11]. These non-clinical aspects of
(NHS) can save about 80% of the costs of some services by health become more important when a person is cared from
providing them in the home [5]. For example hospitals have home where a clinical condition may become a lower
seen the benefits of distributing drugs for diseases like priority to other needs faced in the house like cooking and
rheumatoid arthritis, cystic fibrosis, asthma, heart condi- personal care [12]. The operating models for care institu-
tions, depression, AIDS and cancer to patients’ homes. tions make it difficult to meet individual social needs which
These benefits to providers and the preferences of people are major contributors to quality in care. This is because of
to be treated from home [6] have driven the development the strict programmed routines, excessive control, shared
of telecare. However, introducing technical devices in social facilities of care institutions [11]. Those that are admitted
environments like home needs to respect those aspects that into care homes are not able to get the personal attention
make homes unique and desirable by the service users. they would prefer because there are so many people looked
This paper discusses how social aspects can be applied in after by few members of staff. In care homes individual
the design of socio-technical systems for home telecare. choice on services provided is also limited. Things like meals,
It is extracted from a four year research into telecare entertainment and occupational therapy are mostly provided
systems and the relevance of applying social aspects in in groups and at the times that are set by the care institution.
home telecare. The research used literature review and a Emphasis is on minimising risk for inmates as opposed to
pilot study to determine how social aspects surrounding improving the quality of life for the individual. Sometimes the
telecare were being applied in the solutions that were Procrustean bed approach, enforcing uniformity by violence,
offered by the providers. Drawing on the conclusions a is still evident [11]. As a result many people choose to be
design framework was proposed that captures structures cared for from their place of residence. However the costs of
and applies the social aspects in all the stages of telecare home care can be prohibitive if carers have to be allocated
design. The application of the social aspects includes their for their care on a daily basis. Telecare has been shown to
consideration in task definition, device selection and device enable care to be provided on a more personal basis in the
configuration. Results from the validation of the framework home. The challenge has been to incorporate the unique
from telecare practitioners are discussed and the paper social aspects of a home in technical solutions.
concludes with a discussion on the implications of research
on applying technology in home care services as well as
other socially dominated environments. The generations of telecare

The beginning of telecare can be traced back to the


Telecare background introduction of community alarms in the 1960s. Community
alarms were installed in order to reduce anxiety and provide
Telecare is the application of monitoring, communication security for users mainly in sheltered homes. These send a
and information technologies in providing care services to radio signal when activated to call for assistance by pressing
people in their homes [7,8]. It has taken technological a button or pulling a chord. They are still used in a variety of
advances and applied them in the care of individuals with forms but the basic features remain the same [13]. They are
positive results like alerting users of impending danger and very cost effective but have got a limited range especially
automatically raising alarms for someone not capable of the pull cord which remains fixed. They are regarded as the
doing so as in the use of epileptic sensors. Electronic signals first generation of telecare systems. The second generation
from the property are relayed to a call centre where of telecare systems use sensors which continuously transmit
operators decide on the appropriate response. Telecare is information on the vital signs, physiological aspects and
often used as an umbrella term that covers other related lifestyle aspects to a call centre. The devices automatically
services. It covers a person’s wellbeing e.g. monitoring a signal where assistance is required by detecting exceeded
person’s activities in the home, security e.g. preventing thresholds and raising alarms without human intervention
strangers from entering the premises and assistive technol- [14]. The devices can be combined to form systems that
ogy e.g. reminders to take medication. Telehealth is the capture and integrate information from separate devices
monitoring of an individual’s clinical conditions from a such as pendants, smoke detectors, flood detectors and
distance focussing on health issues and disease management others. They help to provide support at the point of need
e.g. monitoring of sugar levels for diabetic people [7]. that improves the quality of life. The third generation of
There is a realisation that the nature of services to which telecare is a move from reactive approaches to pre-emptive
technologies are being applied in telecare are personal and approaches in that they aim to predict risk before it occurs
present a range of ethical and social challenges to the and summon help to pre-empt that risk. The Internet, web
service providers and the users alike. The social perspective technology and wireless technologies increased the number
includes issues like ethics, privacy, security and the cultural of system functions that make a number of features possible
issues [9,10]. It is therefore important to understand the [15–17]. Examples of these devices are given in Table 1.
social issues that surround the home environment. This The complexity of needs and the uniqueness of each
raises the need to develop methods of designing and home environment necessitate a detailed assessment of the
implementing telecare that respect the choices of the requirements in order to capture the expectations of all
individual and improve acceptance. stakeholders. A big proportion of home care is personal
The wellbeing of an individual is influenced by their care. Personal care includes items like bathing, toileting,
physical condition as well as the psychological and social changing clothes, putting to bed, shaving and sometimes
aspects such as relationships, emotions, expectations, feeding. Technology cannot replace some of these tasks
12 L. Chidzambwa

Table 1 Telecare generations.

Generation Features Devices Device example

1st  No intelligence. Pendant worn around the


 User activated by pressing a button neck/wrist
or pulling a cord.
 Single state devices.
 No assistance called if user gets
unconscious.
 Used in conjunction with a base
unit but designed as standalone. Pendant activated by pressing
the red button. Non-configurable.
2nd  Limited intelligence. Fall detectors, Flood alarms,
 Monitoring only one aspect per Smoke detectors, Movement
device. detectors, Door exit sensors.
 Can be operated as standalone i.e. Natural gas detectors
not networked.
 Reactive, raise alarm after event.
 Networked.
 No interactivity.
Waist worn fall detector that
 One way transmission.
is clipped on a belt. Non-configurable.
3rd  Increased monitoring capabilities Blood pressure monitor.
e.g. lifestyle monitoring which Electrocardiogram (ECG).
enables raising an alarm before the Bluetooth and wireless enabled
event. devices like blood sugar
 Not condition centric, user centric. monitoring. Setting of
 Programmable. appointments. Library access for
 More functionality per device e.g. health education.
all vital signs can be monitored by AMON—multiparameter medical
one device. monitoring system. The device is
 Creation of virtual communities capable of measuring vitals like
and expanding services to health temperature, heart rhythm, blood
education and teleshopping are pressure and blood oxygen saturation.
some additional features of this Transmission of data is wireless to a
generation. doctor or medical station.
 Networked/internet. Configurable.
 Two way transmission of data.

relating to personal care [18]. Determining each user’s condition that they would benefit from the device. As
condition and matching it to a service that addresses those Schwartz suggests, these behaviours can be observed as
needs is the objective of user assessments that are carried norms built from the personal value system. The
out by the majority of providers. In the home, user activity mechanism being that values give rise to personal norms
and behaviours are a good indicator of the care needs. which drive actions that can be personal unconscious
habits, conscious personally driven and socially driven
Personal norms and habits behaviour [22]. This shows that it is important therefore
not only to observe the behaviour but also to understand
The user’s behaviour is driven by their values which, for what is driving that behaviour if one has to influence the
their internal consistency and wellbeing, force people behaviour.
to ensure values and behaviour align [19]. Users’ actions Researchers [16] point out that the user habits and
vary depending on whether they are routine unconscious intentions need to be studied in more detail and respected
behaviours and actions or they are more conscious and wherever possible. System designers are encouraged to
relate to deeper held beliefs that are driven by social develop the tools to enable the incorporation of social
group pressure or personal preferences [20]. The degree issues in order to improve solutions acceptability [23].It has
of obligation to the pattern of behaviour also shapes the been argued that the current approach to telecare service
decision to act [21]. Strong personal norms have got needs to closely match the needs of individuals rather than
more influence towards behaviour than the legitimacy of installing a large number of standardised devices some of
a need. This is an important observation in telecare which service users are pressured to accept [16,24]. Nego-
where users have been observed not to use devices for tiating with service users and providing all the necessary
personal reasons despite that it was obvious from their information to help them participate in decision making is
Social considerations in home telecare design 13

recommended. This is what is advocated for in user centred attention in systems design is the recognition that compu-
design. ters are employed within natural environments of human
interaction and collaboration [31]. As Crabtree observes the
System design and technology acceptance home adds different set of challenges from those found in
structured environments like organisations. It exposes
in telecare
designers to new user groups including the elderly, disabled
and those mentally impaired. Bringing in tools and con-
User centred design is a term which is broadly used to
ceptual models from work environments into domestic
reflect the involvement of end users in the design of an
settings runs the risk of emphasising on values like produc-
artefact [25]. User centred design (UCD) focuses on the end
tivity and efficiency at the expense of understanding the
users at all stages of planning, design and development of a
values that make home life exciting. These work values,
product. Maloney-Krichner and others (2004) point out that
while important in organisations and even respected in
some of the attributes quoted by earlier advocates for UCD
domestic settings, are seen in a different light in the home
were that a design should make it easy for users to know
as domestic life is not organised in the same way as
what action to take when using the artefact. The aim is to
organisations. Requirements for computer systems arise in
make things visible including conceptual models and follow-
the social space and the systems designed are aimed at
ing natural mappings between user intention and the
improving the characteristics of how people achieve the
required action. Not every stakeholder can be represented
intended objectives [32]. This approach in designing infor-
on the design team but the effect that the artefact has on
mation systems is applied in organisational semiotics.
them must be thoroughly investigated [26]. The more they
Ronald Stamper shows that there are three main layers of
are affected then the more they should be involved in the
an information system as shown in Figure 1. These three
design. In telecare there are a number of stakeholders who
layers can be linked to the different phases of providing
are directly impacted by the telecare solution. For instance
care as shown in the diagram. These are the informal layer,
in the case of the elderly people, family members have as
the formal layer which is inside the informal layer and the
much an interest in the solution and are probably the main
technical layer which is part of the formal layer [33].
decision makers. It will therefore be necessary to determine
Technical aspects of an information system are only but a
the role played by the other stakeholders so that those who
small part of the complex social system. The telecare
are affected most can be given a greater role.
system is the technical system which applies automation
Koch [7] noted in a review of telehealth that there is a
to some of the care tasks. The rules on which the technical
migration from a purely technical approach to a user-
system, telecare, is based are deduced in the formal layer
centric one in telecare and telehealth designs. This shift
of the information system which are referred to as care
involves coordinating the service users, carers and family
plans in the health and social care sector.
members, clinicians and other stakeholders into the deci-
The challenge for designers is to find how technologies
sion making process. The increased awareness in society of
can be fitted in the socially dominated home environment
health issues has driven providers to adopt forms of includ-
whilst maintaining its uniqueness. Some researchers sug-
ing users and carers to help identify service redesign
gest a need to study and document the rich and some-
opportunities. In some programmes carers and social work-
times complex routines or patterns of activities in
ers are receiving specific training for this role [27]. In
domestic environments just like the studies that were
telecare the benefits of including users in solution design
done to enable office automation [34]. The problem with
bring the following benefits:
this is that each home differs from the next and within
each home things are not always done the same way. In
 Designing with the user produces an artefact of value to the home designing socio-technical systems needs to be
the end user which they actually understand [26]. done with an understanding of the user perceptions and
 UCD helps to manage user expectations as they gain preferences. This ensures the constructs that emerge are
more understanding of other factors that have an accepted and applied as intended. Linking individual
influence in the operation of the designed artefact behaviours and technology acceptance is discussed using
[28]. the theories of technology acceptance and how they
 It provides an understanding of the user’s mental model relate to home telecare.
of the domain. These are the beliefs, concepts and even
the language they apply [29]. These affect the psycho-
logical, social, ergonomic and organisational interpreta- Informal system
tion of the design and its acceptance.
 UCD provides an environment that allows cooperative Formal system
creative design of solutions to problems. This enables
potentially missing elements to be included. Technical system

Telecare Specification

Formal care plan


Socio-technical systems
Informal care from community

Information systems have social as well as technical dimen-


sions [30]. The reason social aspects are now being given Figure 1 The semiotic perspective of telecare.
14 L. Chidzambwa

Technology acceptance theories and the home expensive. The most practical way to raise the PU and user
environment knowledge or cognition is during the assessment. Related to
this is the fact that self-efficacy is known to be directly
Predictive behavioural models show a number of factors linked to self-management [42]. Raising self-efficacy
that have an impact on technology acceptance. The models through user participation and giving them more knowledge
of the Theory of Reasoned Action (TRA) [35], the Theory of about telecare and devices will improve their confidence
Planned Behaviour (TPB) [36], the Technology Acceptance and make users more comfortable in applying telecare.
Model (TAM) [37], the Unified Theory of Acceptance and Use
of Technology (UTAUT) [38] and the Perceptions of System Methodology
Attributes-Behavioural Intention (PSA-BI) [39] provide a
range of perceptions which affect attitude towards beha- The research was approached in four phases. The first phase
viour. TRA predicts behaviour intention and actual beha- was a literature review followed by a pilot study. The results
viour from the attitudes towards the action and the of the two phases were then used in the third phase of
subjective norms of the individual. In other words if a framework design which was followed by a validation phase.
person believes that the outcome of the action is good for The literature review looked at over 200 articles on telecare
him and values the outcome, his intention towards the and telehealth, intelligent buildings, pervasive informatics,
behaviour is likely to be positive. Likewise their internal telecare IT architectures, cooperative design approaches,
beliefs of whether people important to them think the system design, constructivism and organisational semiotics.
behaviour should be performed forms part of the subjective The articles helped to understand the various aspects
norms. This opinion of a referent, weighed against their surrounding telecare service like the economic, technical,
motivation towards complying with the wishes of the cultural issues. Particular attention was paid to social
referent, forms a set of subjective norms which has a aspects and the way they influenced solution design. A
positive correlation to the behaviour intention. In tele- number of social aspects were identified from the literature
care settings the role of the referent is quite important and the ways they influence telecare implementation were
in the form of carers or family members particularly with documented. It was evident that various issues were
the elderly. TPB adds the perceived behavioural control to the considered important by users.
subjective norms and attitude towards behaviour and the
three drive the behavioural intention and subsequently
the behaviour. Perceived behavioural control is defined as Data collection
one’s perception of the difficulty of performing the behaviour.
TAM, which is an adaptation of TRA to IS, suggests that Primary data was collected during the pilot study and the
perceived usefulness (PU) and perceived ease of use (PEU) validation stage of the research. The pilot study was
drive behavioural intention to use and then the actual conducted to understand the solution design process from
system use. Perceived ease of use is said to have a direct prospective user assessment, to solution design and finally
impact on the perceived usefulness. TAM was designed to the implementation process in one of the City of London
predict acceptance of software applications and computer boroughs. The first two visits were focussed on the user
systems in organisations which is different from home assessment tasks and the solution design process. The third
visit was focussed on device installation and the device
telecare applications. The acceptance referred to in TAM
call-out visits by the telecare technicians. The data collec-
is mostly after the installation of the system. Telecare
tion methods applied were task observation of assessors as
differs from this perspective in that it has to be accepted
they performed their tasks and interviewing of assessors,
before it is installed. The installation of telecare devices
team leaders, device technicians and managers on issues
does not mean the system is being utilised as intended as
about telecare solution design and the reasons for some of
was observed during the pilot study. It is important to note
those tasks. No users were included in the study for patient
that intention to use is an attitude and actual use is a confidentiality reasons.
behaviour and the link between the two has not been There were a total of 14 observations. Seven of the cases
specified [40]. The three constituents of attitude are observed were for initial assessments and initial device
cognition or knowing which is referred to as attitude beliefs installations. The other seven were for scheduled mainte-
(AB) in TRA, affective or feeling which is referred to as nance and call outs for emergency device maintenance.
subjective norms (SN) in TRA and conative or willing There were 10 semi-structured interviews which were
referred to as behaviour intention (BI). All three variables conducted. Assessors and technicians were asked about
are subjective and difficult to measure. Ajzen observed that the tasks they carried out and some issues that were
general attitude cannot be used to predict specific beha- identified in the observations. Supervisors and managers
viour and introduced another concept of behavioural control were interviewed on administrative and policy issues in
which came from the concept of self-efficacy by Bandura addition to the field work. The interviews lasted between
[57]. Despite the strong links between AB, BC, and SN they 40 min and 1 h for each interviewee. Data on what took
are not capable of predicting actual behaviour [41]. place in the assessments and the device installation visits
Results in the application of modified TAM in telecare were recorded manually but some interviews were audio-
indicate that perceived usefulness (PU) has to be raised taped and transcribed. Data on the user condition, their age
significantly in order to raise acceptance [40]. Individual and gender, the type of task and what transpired during the
training raises the costs to providers and maintaining the visit were recorded. Special attention was given to social
training in regards to the changing technology is also aspects to determine how they were identified if any, and
Social considerations in home telecare design 15

how they were dealt with. Examples of data collected are more acceptable to the stakeholders. The ambiguous and
given in section 5. Twenty five blank assessment forms were imprecise social aspects cannot be applied in a solution as
collected from different service providers in the England, they are. This is where organisational semiotics is applied.
Scotland and Wales to determine the data that was used in Semiotics is the doctrine of signs [33,48]. Semiotics
decision making and whether there were any similarities. considers the sign as the primitive notion upon which
The findings and conclusions are discussed below. complex concepts like communication and information
Two questionnaires were used for the Delphi study which systems can be built. A sign is defined as that which stands
validated the framework structure and one questionnaire for something to someone in some form or capacity [30],
was used for the framework usefulness validation. Six within a community or social context. The basis for inter-
experts participated in the Delphi study with experience pretation of signs, in any context is the norm, or accepted
ranging from academic to industrial experience in telecare beliefs and standards of a community, applied in that social
systems. Eighteen assessors mainly from telecare providers space. This means that there is a shared meaning of the
in the UK and two from Canada participated in the valida- signs that are exchanged in that community. Signs in the
tion. Validation responses were compiled on spread sheets. form of words, diagrams, meetings, emails and other forms
Data from the usefulness validation highlighted what social of documentation are used to mediate the sharing of
aspects were encountered in implementing telecare and meanings. Organisational semiotics (OS) regards the use of
their relevance to telecare acceptance. Some participants computers, language and texts as based on the narration
did not answer all the questions in questionnaire and in and interpretation of signs and information systems as the
some cases follow-up telephone calls were conducted to development of models for understanding the interpreta-
clarify answers or to request additional information. The tion of signs [50].
details of these responses are discussed in the section on In OS information systems design is approached from the
validation. All the data that was collected was qualitative. point of analysing the actions and the meanings attached to
Content analysis and narrative summaries were applied in the actions of agents. This is because each community
analysing the data and drawing the conclusions. builds its own knowledge on what to do (behavioural norms)
in order to create an ideal state of affairs. It also deter-
mines how things should happen including beliefs and future
Theoretical foundation, social constructivism state of affairs as in expectations (cognitive norms) and how
and organisational semiotics those things done should be judged and provide a basis of
comparison so that one can choose based on some rules
In recognition of the fact that there is need for knowledge (evaluative norms) [51]. Organisational semiotics provides a
exchange between the stakeholders in solution design, method of precisely describing these social norms. Norms
social constructivism was applied. Constructivism is a way are defined as socially accepted rules by a community to
of thinking that has found its way mainly in the educational govern the behaviour of the members within that commu-
fields where it was used to explore ways of knowledge nity. The norm specification will take the context into
assimilation [43]. Constructivism postulates that knowledge consideration and a norm will be specified in the format
is a reality constructed or interpreted by each person based below.
on their perceptions and prior experience [44,45]. It is Whenever ocontext4 if ocondition4 thenosome agent4
based on the belief that the knowable world is the one is odeontic operator4 to do oaction4[52]
which is given meaning by individuals [46]. It is a form of A deontic operator, derived from deontic logic, can be
thinking encompassed by the interpretivist paradigm in obligatory, permitted or prohibitive in nature. With this
which the study of social aspects is met by a multiplicity understanding that increasing the knowledge as is done in
of complex conceptual structures which are superimposed social constructivism will raise acceptance it was decided to
on one another and have to be first grasped and then made find out how telecare is being implemented by conducting a
understandable to others [47]. The conceptual structures pilot study.
are synonymous with the multiple stakeholders who con-
tribute to the telecare service who have differing individual
experiences, professional and social backgrounds which
Determining current methods of telecare
need to be understood by others in order to appreciate design using a pilot study
their contribution. The sum of the knowledge from the
stakeholders is applied to address the issues that are The pilot study was conducted to gather information on the
perceived by the service user as problem areas. One of procedures of implementing telecare services in the UK from a
the beliefs in constructivism is that understanding is socially practical point of view. It was conducted in one of London’s
negotiated [48] and this is termed social constructivism. inner city suburbs. The study was conducted as follows:
Collaboration provides people with the opportunity to hear
how others perceive or understand a service concept. It also  Seven cases of initial assessments by assessors and device
acts as a forum for an individual to check their under- installations by technicians were observed.
standing against that of others and therefore exposes the  Seven cases of device maintenance by technicians,
individual to viewpoints that may challenge their initial scheduled and unscheduled were observed.
understanding. The aim in this approach is to understand  Ten interviews with technicians, assessors, team leaders
why and how individuals create, modify and interpret the and a manager were conducted.
world that surrounds them [49] in the way they do. This  Twenty-five blank assessment forms from different tele-
understanding is then applied to design a system that is care providers were analysed.
16 L. Chidzambwa

The observed people were encouraged to conduct their 1 4


tasks as they would normally do although it was noted that User Defined Care Profile Device specification
this might be difficult to achieve. Observations allowed the
analysis of the verbal and non-verbal communication that
was taking place and understand their context. Several 2 3
User Approved Care Plan User Approved Telecare Specs
observations were made in order to capture the repeatable
behaviours. More attention was given to how the social Figure 2 High level representation of Normative Home
aspects relating to the user were handled or discussed. Telecare Framework.
After each session clarifications were requested on some
issues from the assessor after leaving the user’s premises. the normative home telecare framework. The proposed
This was in the form of semi-structured interviews. components which form the stages of the normative home
Semi-structured interviews were conducted using a guide telecare framework in consecutive order are:
of open-ended questions in order to ensure important points
were not left out in the study. The approach was used in order
to provide the interviewee the opportunity to state things in 1. User defined care profile. This helps to understand the
their own way and using the language comfortable to them. prospective user needs from user point of view. Every-
This form of interviewing allows follow-up questions and also thing in the solution needs to be centred on the user
gave the opportunity to ask questions that were not on the needs, clinical and social, and these have to be captured
original list on issues that arose during the interview. accurately at the beginning of the process.
User assessment forms used by assessors from service 2. User approved care specification. This combines the user
providers in England, Scotland and Wales were analysed to defined care profile and the clinical needs to compile the
determine the information used to decide what solution to care objectives. The care specification is an extension to
provide. Information fields from the assessment forms were care plans that are currently drafted by applying norm
coded and compared for content. These revealed that analysis on care objectives.
providers were using very different approaches in providing 3. User approved telecare specification. This component
telecare and information used to make decisions was very provides a method of selecting the care tasks on which
different in form and amount. technology can be applied and applies norm analysis on
The following conclusions were made from the pilot study the selected tasks. This defines how telecare tasks are
data: performed in a manner that is approved by the user. User
preferences are applied on telecare specifications.
4. Device specification component. This stage applies the
 Assessors were of the opinion that users had little identified user preferences and home social factors in
understanding about telecare devices and therefore
the configuration of selected devices. The component
made decisions for them.
applies technology acceptance factors and enables the
 Although the majority of users gave consent on the
linking of social aspects to device operation. The need
installation of devices, adoption which is the actual
for a systematic method to configure devices was identi-
usage of some devices was low especially body worn
fied in the pilot study as well as in the literature review.
devices.
 Assessments were biased towards technical issues and
little attention was paid to user social aspects. Users
were expected to adjust their routines to fit the Besides determining the user preferences the first stage
equipment. also determines the values that influence those preferences in
 Where social aspects or user expectations were cap- order to ensure that the designed solution is not in conflict
tured, assessors found it challenging to apply these to with the user values. Epistemic and axiological norms are
the solutions designed or device configuration. applied in determining the perceptions and values of the user
 Device selection was based on clinical needs and device which are taken into consideration on the three other stages
configuration was minimal. of solution design. In recognition of the difficulties that might
be encountered in compiling the care profile, methods to
promote user participation and assisting the assessor are
proposed. The framework highlights that telecare is part of
Proposing a design framework to guide the overall care regime. In stage 2 the framework provides a
personalising solutions method of determining tasks where technology can be applied
with the user’s approval. The importance of this approach is
Results from the literature survey and the pilot study that technology selection will depend on the needs, approval
indicated the need to provide a guideline to design telecare and participation of the user. This places the user interests at
solutions which would consider the preferences and social the centre of the solution design process.
aspects of users. A norm based conceptual framework is Stage 3 of the framework emphasises the importance of
proposed. A framework is a guide on how to approach a considering the care needs in selecting the technology. The
problem while at the same time invoking critical thinking on stage uses a method to select the tasks where automation
the processes undertaken. It assists in building the relation- can be applied in agreement with the user and then
ships between the concepts applied and address questions specifies how those tasks will be performed. The emphasis
of why they have to be applied and how they are going to be is on the fact that technology applied must be determined
applied [53,54]. Figure 2 shows the high level diagram of by the needs and preferences and not the other way round.
Social considerations in home telecare design 17

Compile service Compile user’s


users’ care needs care preferences Device
specifications

Compile device
Service user Service user configuration
care needs care preferences

Negotiate &Reconcile Device list


contradictions

Select devices
User defined
care profile

User Approved
Compile care plan Telecare Specifications

Clinical needs

Norm analysis:
Generating norms from
User approved telecare solution
User approved
care plan care specification

User approved
telecare solution
Norm analysis:
Generating norms from
personal care plan Design telecare
Cost & Business
objectives solution

Figure 3 A Normative Home Telecare Framework.

Stage 4 shows the importance of device configuration. It was which resulted in the device being removed. The diagram of
observed that despite the functional relevance of a device, the proposed framework is given in Figure 3.
users might still find it unacceptable based on a number of
factors. For example the monitoring of an individual who
might wander outside their home at night the following Validation of the framework
considerations might need to be taken into account:
There was a need to determine from other people who were
not involved in the research whether the knowledge claims
 Agreed start time and end time of monitoring exit.
that are presented in the framework can be obtained. By
 Method of detecting exit e.g. door mat, magnetic
following the models proposed by Pedersen et al. [56] and
sensors, infra-red sensors.
Maxwell [54], the validation exercise was divided into two
 Agreed warning signal on detecting exit e.g. audio or
parts as shown in Figure 4. The first part of the validation
visual.
was to determine whether the NHTF design is structurally
 Agreed recorded message.
stable. This is determined by looking at the relevance of
 Agreed voice used for recorded message e.g. male,
components that have been used to build the framework
female or family member.
and the relationship between them. Each component has to
 Agreed levels of system tolerance e.g. elapsed time
have internal consistency in its structure. Also related to
before alarm is raised.
structure the plan checks whether these selected compo-
 Agreed method of intervention or person to intervene.
nents have been arranged in a logical manner that the
intended results will be obtained. A Delphi Study was
deemed appropriate for this part. Six experts on telecare
The normative framework provides a method to capture systems from industry and academia participated in the
these details and then apply them to the solution in a way Delphi study.
that is approved by the user. This will minimise cases like For the usefulness validation, assessors were identified as
one narrated during an interview where a female service respondents and those from several service providers were
user was getting paranoid because she thought the recorded requested to participate. Determining usefulness is an
message she heard was an invisible male living in the house interpretive exercise and it was felt assessors were the
18 L. Chidzambwa

NHTF Validation

Structural validity Usefulness validity

Design experts looking at: Telecare assessors looking at:

• Are the individual components • Are the concepts applied in NHTF


appropriate for the framework? relevant to improving acceptance
• Is the arrangement of components logical? • Does the approach provide the
• Is there internal consistency in the intended improved acceptance
framework between components and • Is it feasible to implement the NHTF
within the components?

Validated Home Telecare Framework

Figure 4 Validation plan.

best to give this view on the framework as they are in the Table 2. The telecare experts were divided into three
situation intended for the framework, what is termed groups with one group composed of people who had more
‘‘experience-near’’ by Maxwell [54]. Validity here is con- industrial experience, the second group was composed of
sidered to be an exercise of collecting evidence from the people who had both academic and industrial experience
different domains represented by the assessors on the and the third group was composed of people with mainly
possible application of the framework. An online question- academic experience in design of telecare and related
naire was designed and used for the exercise because of the systems. Questions 2.2 and 2.3 of the first Delphi ques-
geographical spread of the people who were invited to tionnaire requested information on the relevance of the
participate. In some cases follow-up interviews were con- framework components and their arrangement. Comments
ducted to clarify some of the responses provided to the like ‘‘The framework appears logical and easy to follow from
questionnaire. Eighteen assessors participated in the valida- gathering user specifications to designing a solution’’ and ‘‘I
tion exercise and all were from different telecare providers believe the framework provides a positive engaging process
across the UK. which attempts to involve the service use’’ were received.
Another response said ‘‘The framework makes sense. It is
Validation results and analysis user centred and the arrangement makes sense’’. These
responses show that the participants recognised that one of
the major objectives of the framework was to involve users
Qualitative data was collected and therefore qualitative
in the decisions about their care and feel that the frame-
analysis methods were applied to the data. The sample sizes
work is doing a good job on the issue. The responses give
used for validation were small but the diversity and the
confidence on the framework which is a pre-requisite before
quality of the inputs provided very useful information. In
one makes plans to do field testing. The important points
the Delphi study the effect of the small sample size can be
that came out of the first Delphi study were the following:
reduced by the vast experience of the participants who in
some instances were not only confined to telecare but had
experience in other fields like telehealth and gerontology.  The components applied are all relevant to achieve the
The responses of each question were analysed in relation objective of the framework.
first to the question that was asked and secondly in relation  The components were arranged in a logical manner.
to the objectives of the research. In cases of lengthy  The framework can lead to improved telecare acceptance.
responses summaries were drawn in order to facilitate
comparison with other responses and then conclusions were
drawn from the comparisons.
However arrangement does not guarantee that the
deliverables are the ones required or expected. The issue
Structural validation results of deliverables and the inputs that enable them to be
obtained is dealt within the second Delphi questionnaire.
This is important to validate because the construct has to be The second Delphi study provided answers on the ade-
able to deliver what it is constructed to do and in this quacy of the inputs and the likelihood of the deliverables to
research it must be able to capture and structure social be obtained. Table 3 provides the responses and comments
aspects so that they can be included in solution design on these responses. The responses shown in the table are
together with technical aspects of the solution. The first extracts from the various respondents that were compiled.
Delphi questionnaire produced the results as summarised in These actual words used by the respondents are the ones
Social considerations in home telecare design
Table 2 Analysis of the responses of the Delphi study 1st questionnaire.

Question 2.1 Question 2.2 Question 2.3 Question 2.4 Question 2.5 Question 2.6

Do you agree that Is the process of solution Are the components as Is the approach in the Would service providers Does the NHTF
obtaining and utilising design as shown in the given in the framework framework comprehensive find the home telecare lead to
user preferences is framework logical and enough to provide a user enough to be used over a framework (NHTF) improvement of
important and can feasible for a telecare centred approach to broad spectrum of cases practical enough to be telecare
improve the acceptance setting? designing solutions as much which require simple as applied and if not why? acceptance by
of home telecare as possible? well as complex solutions? users as
solutions? Is there anything you would intended?
add or change?
Industry Overall =Yes Strongly felt The process is logical Most Overall = Yes Yes and No Issues were Overall = Yes The need for Overall = Yes
experts this is a good approach. comments were centred on Implementation issues raised on the ability of all more information was Involving users
Some comments pointed difficulties which might be were raised in some users to provide valuable commented on. The was quoted as a
out the limitations of encountered in comments that the degree input One response said ability of staff to use good way to get
meeting user implementation e.g. ‘‘it is of user involvement might they could not comment framework was given as users committed
requirements caused by sometimes difficult to align differ depending on type of either way because there an issue to consider
current products in the service user needs and user are no examples of tools
market. preferences and (forms) that will be used
expectations with
capabilities of the
service’’.
Industry and Yes They increase level of The process is logical It was Yes and No The comments Yes and No Full user Yes Reservations were Yes The
academic acceptance and empower pointed out that although from those who said ‘‘No’’ participation was expressed on availability involvement of
experience users. A comment was it is easy to follow some of were that the framework questioned. Examples of of appropriate skills Some the user was
given that this might lead the terms used are not well does not involve all users. old people and their commented on the terms given as the
to devices that are known (See below) This point is explained difficulties were given as used in the framework as main reason
tailored to dynamic user below as the framework is issues that might limit a possible problem area
needs. intended for all users wide application
Academic Yes This is the usual The process is logical Yes Some comments were No definite yes or no on all Some = Yes Some= No Yes Involvement
experts approach in designing Comments on unfamiliar given that the framework responses The comments Complications on some of users was also
systems terms in the framework needs to show the iterative were centred on how the parts of the framework the main
were made- these terms processes - This has now framework will be were given especially the reason. The use
are defined below A been included in the implemented e.g. ‘‘might ability of elderly to of the
comment on inputs says, diagram but was already need to be consideration engage in meaningful framework as a
‘‘the framework does a explained in the text for the context of where/ discussion by those who guide was
good job of taking into how the telecare solution said it would not be easy acknowledged
account a variety of inputs will be implemented’’
and rationalising them’’

19
20 L. Chidzambwa

that are in italics. It has to be admitted as mentioned above framework in the assessors’ questionnaire as shown in
that the sample size was small and the respondents can only Table 5.
give a response based on their experiences. The fact that
the participants were not in contact with each other and
reached their decisions independently gives confidence that Discussion and conclusion
the framework stands a good chance of delivering the
expected results and contributing to the overall research This paper has looked at the role that user related social
objective as intended. The important conclusions that were aspects can be applied in telecare design in order to ensure
made from the second Delphi study are that the inputs of that the application of technology in the home is more
each stage are adequate to provide the required outputs. acceptable. A normative home telecare framework is pro-
The second important conclusion was that the deliverables posed to enable the capturing and applying of social aspects
of each stage of the framework were confirmed to be in telecare system design. The framework provides a guide
contributing to the overall objective of user centred solu- on capturing the user preferences and involving the user in
tion design. The next stage of the validation was to the design of their telecare solution. Linking the user
determine the usefulness of the framework from the preferences to the relevant device attributes helps to
assessors since it was not possible to validate with users ensure that the telecare system operates in a way accep-
for user data protection reasons. table to the user.
The paper argues that each home is unique and that
uniqueness has to be maintained as much as possible. The
Results from usefulness validation preference by telecare users to be cared from home has
been shown to be driven by the desire for personalised
The usefulness view adopted in the research is the one given service which care institutions cannot provide due to their
by Maxwell [54] that validity in qualitative studies should be mode of operation. Personalised service, when in sync with
based on purpose and circumstances. Usefulness, which is a user expectations, raises the quality of service and manages
form of external validation, can be determined by applying the user expectations. These expectations or care prefer-
the solution to a number of examples that have differing ences cannot be standardised because of personal circum-
contexts in order to determine whether the solution will stances, individual background, age, gender and cultural
generate useful results [55]. In this research the usefulness differences. It is important that the enabling environment
has been determined by the different home telecare of the home is taken advantage of and the partenalistic
assessors from different providers who have given their approach in institutions is not carried over to the home. As
view on the framework and its underlying concepts. The the needs of users are multi-dimentional and more than
challenge faced in this research is that of sophistication clinical, this requires the cooperation of the different
disjunction [56]. This type of challenge is faced when new stakeholders in order to ensure that choices made
information is introduced that is consistent with the current do not have a negative impact on any part of the service
construct but requires an altered way of understanding that proposed. Social needs have not played a prominent role yet
enables constructors to apply the new knowledge. It was they are in the ones that the user is very articulate on. The
with this in mind that it was accepted there would be clinical needs are identified and recommended by the
differences in the responses provided to questions relating clinician. The technical aspects are the domain of the
to the understanding that each respondent has about the technician and system administrators. The social aspects
concepts applied in the NHTF. and their effect are issues that the user has to live with. As
Responses to question 2 in the second questionnaire of has been shown by the pilot study and the validation of the
the Delphi study showed that each of the framework stage NHTF that social aspects vary from user to user and a one
deliverables was useful and contributing to the objective of size fits all approach in providing telecare and telehealth
the framework as shown in Table 4. The assessors’ ques- services in the home is bound to meet with some resistance,
tionnaire investigated usefulness from a number of angles as hence the low acceptance levels observed in telecare
shown in Figure 5. Each aspect investigated is linked to a service.
section of the questionnaire as shown in the diagram. The Although service providers are of the opinion that they are
usefulness of capturing user preferences is highlighted by providing user centred service the pilot study showed that
the responses to Question B4. The question was ‘‘How do decisions on solutions were being made by the assessors with
the following user preference factors affect telecare accep- no user involvement. The research has proposed a social
tance’’ and a list of social, non-functional device attributes constructivism approach in which the assessor acts as a
were listed with the option to answer between very low to facilitator in encouraging the user to participate in the solution
very high. Although some of the factors were being con- design. In fact the word ‘‘assessor’’ may need to be dropped in
sidered by telecare assessors, the majority of the factors favour of a more appropriate role name like ‘‘facilitator’’ in
listed in the question were not considered in the design of order to prevent the judgemental connotation attached to
the telecare solutions. However Table 4, which shows assessment. The cooperative approach will help to build more
examples of responses from 14 assessors who responded to commitment from the user. It is shown that the telecare
this question, indicates that the majority assessors consider acceptance theories do not adequately explain telecare
the factors to have a moderate to very high effect on acceptance models especially when technology is implemented
acceptance. in the home.
Device configuration is an important part of the frame- Our research has also shown that it is not only the care
work. Its usefulness was inquired on in validating the preferences that have to be understood but the individual
Social considerations in home telecare design
Table 3 Summary of responses and analysis of Delphi 2.

Stage 1: Compiling user Stage 2: Compiling user approved care Stage 3: Compiling user approved Stage 4: Device
defined care profile specification telecare specification configuration
specification

Question 1: For each Older people need more specific The assessors may need to be good in Risks have to be more specific, need to Need to respect
stage of questions about their needs especially drafting care plans; There might be find out how users reacted when risk user’s
the framework about their daily tasks; There might need to consider business constraints occurred before they install devices; choice; sleep in
explain whether need to consider the site there maybe like cost; The stage might need to Inputs are appropriate. Business the chair; Is the
there is adequate limitations; There is adequate input consider business objectives as well as strategic focus is important to response method
input to provide the but there might be need to look at the the inputs indicated. consider; Inputs are all adequate. considered here?
anticipated effect of constraints. It might affect
deliverable? Is there configuration: It
anything missing that shows the device
is required to provide selection is
the output? needs driven.
Analysis of question 1  An important observation on physical and user capacity constraints in compiling care profile is made. Determining this is the reason for stage 1
responses of the framework.
 A comment about assessor competence is important as the approach proposed by the framework will require new skills that the provider has to
equip the assessors with.
 Business constraints, including response method, should only affect those tasks that the provider is responsible for. Some care tasks are the
user’s responsibility so the analysis of all the needs has to be done first as proposed and then responsibilities allocated.
 The comments showed that respondents understood and critically looked at the relation between inputs and outputs. They indicated that
inputs and outputs are linked.
Question 2: For each With the right questions a useful Care plan acts as the reference point User involvement not clear although This depends on
stage of the profile can be obtained; All the for everyone; Indicates telecare is not their approval is required; If the user what the service
framework, explain outputs are possible and will improve everything. Its more explicit; Yes. The is involved acceptance will improve; provides. Its
whether the acceptance; Yes, users have to be care plan is an important document Its possible. Its limited by device important to set
deliverable stated is involved. used for reviews like the annual availability. how device is
useful in telecare review. applied; Yes;
solution design and Competent
why or why not? assessors are
able to do this,
sometimes done
by external
technicians.
Analysis of question 2  The responses indicate that user participation will improve telecare acceptance.
responses  A comment is made on the importance of asking the user the right questions, this is crucial and highlighted in the checklists at the end of
each stage.
 The issue of how users will be involved depend on the case. Having user at each stage will help with this.
 The issue on the ability of assessors to link preferences to device attributes is addressed by applying the tools proposed like the
configuration table.

21
22
Table 4 Sample responses and comments to validation of preferences.

Question Responses Comments

B4: How do the following user preference factors Very High = 2  The spread shows a higher concentration from moderate to very high categories. This indicates
affect telecare acceptance High = 4 that it plays an important role in user acceptance.
B4.1: User needs for privacy Moderate = 5  There is need to determine how strongly a person feels about privacy and include it in the user
Low =2 care profile.
Very Low= 1

B4.2: Discomfort from bodily worn devices High = 6  Bodily worn devices have been shown to cause concern with those that are monitored (PSA-BI).
Moderate = 6  It is shown here that they are a point of concern and each user’s preference needs to be
Low =2 respected.

B4.3: Importance of the ability to control device e.g. Very High = 2  The majority of assessors felt the need to control a device has got a moderate effect on
choose the range or time for monitoring High = 2 acceptance (7).
Moderate = 7  If the user is given their preferences on devices the need to control can be minimised.
Low =2
Very Low= 4

B4.4: Device size or obtrusiveness Very High = 3  It shows is that people are not indifferent to the size or presence of telecare equipment and they
High = 4 would rather show it to people they feel it is right to do so rather than everybody.
Moderate = 6
Low =1

B4.5: Device colour not the preferred choice Moderate = 6  Some devices are only supplied in one colour and this may cause problems to those who have sight
Low =7 problems.
Very Low= 2  The responses show that there are other device attributes that are not related to function that
influence acceptability.

L. Chidzambwa
Social considerations in home telecare design 23

QUESTIONS EXPLORED IN USEFULNESS VALIDATION OF HOME TELECARE FRAMEWORK

Is it important to consider
user preferences in Does using technology Is it important to configure Does the framework improve
designing telecare improve the quality and devices with user the current methods of telecare
solutions? efficiency of care? preferences? solution design?

Section B: Perceptions and Section D: Technology in Section C: Configuring Section E: Home Telecare
preferences care Devices Framework

TELECARE ASSESSORS QUESTIONNAIRE STRUCTURE

Figure 5 Linking usefulness validation to questionnaire structure.

Table 5 Sample responses on the validation of device configuration.

Question Responses examples Comments

C1: What device settings would you Revisit and explain devices, give  No specific settings were given but the
recommend to improve acceptance instruction sheets, settings should reflect responses showed that there are issues
user preferences, for risk assessors decide surrounding the understanding of
what setting to reduce risk, easy to use settings as some advocated for revisits
device settings are better, no comment, to explain and others preferred
do not understand question, make it easy simplified settings.
for client to follow  This indicates that currently there are
issues surrounding the understanding
of setting by users and assessors.

C2: Does you organisation use devices Yes—9  Responses indicate that providers do
that allow a selection of settings on use configurable devices when they
No—2
a single device? are available.

C2.1: If answer is YES please give an Bed sensors, if activities change devices  The device settings seem to be mainly
example are changed or removed, epilepsy, pill related to time e.g. bed sensor and pill
dispenser, temperature extremes, door dispenser.
exit sensors, lifeline connect advanced
settings, chair sensor, energy usage
 There are other settings that can be
monitors, daily prompts, PIR inactivity used to provide user preferences.
sensor

C4: Has any user ever requested for Yes = 9, No= 1 Part of on-going tweeking to  This indicates selection of settings
settings to be changed from initial meet user needs, especially bed sensors, configured to devices seemed to be
settings? chair occupancy, to give more control to done by trial and error.
user  It was revealed in a later question that
the selection was not methodical and
therefore wasted a lot of time.

C4.1: If the answer is YES please give Change to summer and winter timings, fit  A more thorough assessment would
an example of the reason to change user lifestyle, reduce inappropriate avoid some repeat visits that were
settings and how important it is to triggers e.g. when user is needing more caused by inappropriate settings being
the user? time to use bathroom, reduce false configured.
alarms and irritation, family need changes
24 L. Chidzambwa

Table 5 (continued )

Question Responses examples Comments

C6: Does having device settings Very much =4  Assessors indicated that having device
improve acceptance of telecare settings improves acceptance.
Only slight = 3
 Linking user preferences and device
Unlikely = 1 settings will help to realise the
Do not know= 3 benefit.

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