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Reporting Formative Qualitative Research to Support the Development of Quantitative Preference Study Protocols and Corresponding Survey Instruments: Guidelines for Authors and Reviewers

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Abstract

Background

Formative qualitative research is foundational to the methodological development process of quantitative health preference research (HPR). Despite its ability to improve the validity of the quantitative evidence, formative qualitative research is underreported.

Objective

To improve the frequency and quality of reporting, we developed guidelines for reporting this type of research. The guidelines focus on formative qualitative research used to develop robust and acceptable quantitative study protocols and corresponding survey instruments in HPR.

Methods

In December 2018, a steering committee was formed as a means to accumulate the expertise of the HPR community on the reporting guidelines (21 members, seven countries, multiple settings and disciplines). Using existing guidelines and examples, the committee constructed, revised, and refined the guidelines. The guidelines underwent beta testing by three researchers, and further revisions to the guidelines were made based on their feedback as well as on comments from members of the International Academy of Health Preference Research (IAHPR) and the editorial board of The Patient: Patient-Centered Outcomes Research.

Results

The guidelines have five components: introductory material (4 domains), methods (12), results/findings (2), discussion (2), and other (2). They are concordant with existing guidelines, published examples, beta-testing results, and expert comments.

Conclusions

Publishing formative qualitative research is a necessary step toward strengthening the foundation of any quantitative study, enhancing the relevance of its preference evidence. The guidelines should aid researchers, reviewers, and regulatory agencies and promote transparency within HPR more broadly.

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Data Availability

Data sharing is not applicable to this article because no datasets were generated or analyzed during the current study.

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Acknowledgements

The authors of this manuscript are grateful to the members of the steering committee who commented on draft versions of this manuscript: Olalekan Lee Aiyegbusi, Esther de Bekker-Grob, Emuella Flood, Gisselle Gallego, Ellen Janssen, Rachel Milte, Axel Mühlbacher, Semra Ozdemir Van Dyk, Jason Ong, Thomas Poder, Fern Terris-Prestholt, and Albert Wu. The authors also wish to acknowledge Emily Mulivihill, who provided input on previous versions of this manuscript. The authors thank all members of the IAHPR and The Patient editorial board for their participation in this process. Finally, the authors acknowledge the authors who tested these guidelines and provided feedback: Richard De Abreu Lourenco, Maria McCarthy, Emily Holmes, and Seda Erdem.

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Authors and Affiliations

Authors

Contributions

ILH made substantial contributions to the conception and design of the work, drafted the manuscript, revised the manuscript critically for intellectual content, and provided final approval of the manuscript. BMC made substantial contributions to the conception and design of the work, revised the manuscript critically, and provided final approval of the manuscript. JC, KB, CV, RD, and HP made substantial contributions to the design of the work, revised the manuscript critically, and provided final approval of the manuscript. All authors agree to be accountable for all aspects of the work.

Corresponding author

Correspondence to Ilene L. Hollin.

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Funding

No sources of funding were used to conduct this study or prepare this manuscript.

Conflict of Interest

Ilene L. Hollin, Benjamin M. Craig, Joanna Coast, Kathleen Beusterien, Caroline Vass, Rachael DiSantostefano, and Holly Peay have no conflicts of interest that are directly relevant to the content of this article.

Additional information

This article is part of the topical collection “Formative qualitative evidence for health preference and outcomes research”.

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Hollin, I.L., Craig, B.M., Coast, J. et al. Reporting Formative Qualitative Research to Support the Development of Quantitative Preference Study Protocols and Corresponding Survey Instruments: Guidelines for Authors and Reviewers. Patient 13, 121–136 (2020). https://doi.org/10.1007/s40271-019-00401-x

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