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Table 1 Description of included studies

From: Patient capacity and constraints in the experience of chronic disease: a qualitative systematic review and thematic synthesis

Author

Year

Country

Condition(s)

Theoretical framework

Sampling procedure

Data collection

Data analysis

Aspin

2012

Australia

Chronic conditions - at least one index condition of diabetes, COPD, or CHF

None Reported

Purposive Sampling

Semi-structured interviews

Content Analysis

Audulv

2013

Sweden

Ischemic heart disease rheumatic disease, chronic renal disease, inflammatory bowel disease, multiple sclerosis and diabetes

None Reported

Purposive

Semi-Structured Interviews.

Interpretive Descriptive Analysis

Bair

2009

USA

comorbid chronic musculoskeletal pain and depression

None Reported

Random Sampling of randomized control trial participants

Focus Groups

Thematic Analysis

Barker

2006

Canada

Stroke

The International Classification of Functioning, Disability and Health (ICF)(World Health Organization [WHO], 2001) and Continuity Theory

Sub-Sampling from lareger study

In-depth interviews

Constant comparative analysis

Bayliss

2008

USA

Multimorbidity - at a minimum, the combined conditions of diabetes, depression and osteoarthritis

None Reported

Randomly selected from larger survey Sampling of patients that met inclusion critieria

Semi-Structured Interviews

Thematic Analysis and Constant Comparison

Beauregard

2005

Canada

HIV/AIDS

None Reported

Convenience Sampling

Interviews

Phenomenologic analysis

Becker

2004

USA

All chronic conditions; most common diabetes, asthma, heart disease and hypertension

None Reported

Purposive Sampling

3 in-depth Interviews over a one year period

Krieger Methodology and Narrative Analysis

Becker

2003

USA

Multiple conditions; most common diabetes, asthma, heart disease, or hypertension

None Reported

Convenience Sampling

3 in-depth interviews over 1 year

Content Analysis Stratified by Income Category

Becker

2003

USA

Chronic disease in general; most common diabetes, asthma, and heart disease or hypertension

None Reported

Convenience Sampling

3 in-depth interviews over 1 year

Content Analysis and Case-by-Case Narrative Analysis

Beverly

2011

USA

Type 2 Diabetes with comorbid conditions

None Reported

Intensity (Purposive) Sampling

Focus Groups

Thematic Analysis

Boeckxstaens

2012

Belgium

COPD

None Reported

Convenience Sampling

Interviews

Thematic Analysis

Bova

2010

USA

Hepatitis C AND HIV

None Reported

Purposive Sampling and Theoretical Sampling

Semi-structured face-to-face interviews

Qualitative Descriptive Methods and Content Analysis

Bower

2012

UK

Multimorbidity (Diabetes, COPD, CHD, arthritis and depression, cancer, thyroid disease, hypertension)

Common sense model of illness

Purposive Sampling

Semi-Structured Interviews

Framework Analysis - Constant Comparison

Bremander

2009

Sweden

Chronic pain

None Reported

Patients who completed a pain rehabilitation program

Interview

Grounded Theory

Burles

2013

Canada

Anorexia, breast cancer, depression, endometriosis, epilepsy, multiple sclerosis, primary hypoadrenalism and secondary hypothyroidism, and a malignant brain tumour

None Reported

Snowball Sampling

Interpretive, Hermeneutic Phenomenological Interviews and Photovoice

Holistic and Cross-Sectional Data Analysis Guided by Hermeneutical Phenomenolgy

Carey

2005

USA

Insomnia

None Reported

Purposive Sampling

Focus Groups

Survey Development/Thematic Analysis

Clarke

2008

Canada

Multiple Chronic Conditions

Symbolic interactionism

Purposive Sampling

In-depth interviews

Grounded Theory

Conrad

2006

Australia

Chronic hepatitis C

None Reported

Purposive; snowball

Semi-structured interviews and focus groups

Grounded Theory

Corsner

2011

USA

MCC (≥2: Diabetes, Chronic Dulmonary Disease (i.e., asthma, COPD, emphysema), CHF, coronary artery disease, osteoarthritis, musculoskeletal disorder, and/or ongoing cancer/neoplasm

None Reported

Convenience Sampling

Focus Groups (supplemented with chart reviews)

Content Analysis

Coty

2013

USA

Rheumatoid Arthritis

Self-regulation Theory

Purposive Sampling of patients from larger quantitative study

Semi-Structured Telephone Interviews

Phenomenological Analysis (Colaizzi)

Drew

2006

USA

Chronic Lyme Disease

None Reported

Purposive Sampling

In-Depth Interview

Colazzi Phenomenology

Edmonds

2007

UK

Multiple sclerosis

None Reported

Purposive Sampling

Semi-structured interview

Constant comparison

Elliott

2007

USA

Multiple Chronic Conditions

None Reported

Purposive Sampling

Semi-Structured Interviews

Constant Comparison

Ellis

2013

UK

Cancer

Not Reported

Patient attending a hospice day care service was recruited (via hospice staff) and asked to invite their family members to be involved in the research

Repeat, in-depth interviews and participant observation on a hospice inpatient ward

Thematic Analysis

Eton

2012

USA

Multiple Chronic Conditions

Normalization Process Theory informed the interview guide - no theoretical framework guided the analysis

Convenience Sampling of patients already participating in a medication therapy management program

Semi-Structured Interviews

Ritchie and Lewis’ framework Analysis

Feldman

2003

USA

Arthritis

Ecological Framework

Convenience Sampling

Peer support groups

Not Reported

Fisher

2007

USA

Chronic Pain

None Reported

Purposive Sampling

Semi-Structured Interviews

Thematic Analysis

Gallant

2007

USA

Arthritis, diabetes, and/or heart disease

Social cognitive theory and others

Purposive Sampling

Focus Groups

Thematic Analysis

Gelling

2009

UK

Idiopathic normal pressure hydrocephalus

Berger and Luckmann

Purposive and Theoretical Sampling

Semi-structured interviews and written personal biographies

Grounded Theory

Gustafsson

2012

Australia

Stroke

None Reported

Single case study

E-mail conversations

Narrative Analysis

Hodgson

2011

UK

Severe and Enduring Mental Illness

None Reported

Purposive Sampling

One-to-one interviews

Thematic Analysis

Jakobsen

2001

Norway

Any Chronic Condition. Included: rheumatoid arthritis, fibromyalgia, ankylosing spondylitis, lupus, heart disease, and lower back pain.

None Reported

Purposive Sampling

Interviews and observations of workplaces

Phenomenological Analysis

Janevic

2014

USA

Asthma AND Type 2 diabetes, heart disease or arthritis requiring daily medication for at least 1 year, or report a significant effect of arthritis on daily functioning

None overall, but, the frameworks of social support and resilience were called upon to inform the study

Quota Sampling

In-Person Semi-Structured Interview

General Inductive Approach

Janke

2012

USA

Chronic Pain in Obesity

None Reported

Purposive Sampling

Individual or small group interviews

Constant Comparative Method

Janke

2008

USA

Hepatitis C

None Reported

Convenience Sampling

Focus Groups

Grounded Theory

Jeon

2012

Australia

Multiple chronic conditions

Explanatory Model of Illness

Purposive criteria selected from a previous survey

Interview by phone

Content Analysis

Jeon

2010

Australia

Type 2 Diabetes, Chronic heart failure, chronic obstructive pulmonary disease

Explanatory Model of Illness

Purposive Sampling

Semi-structured in-depth interviews

Content Analysis

Jeon

2009

Australia

Type 2 Diabetes, Chronic Heart Failure, Chronic Obstructive Pulmonary Disease

None Reported

Purposive for patients; convenience for carers; recruited through referrals

Semi-structured, in-depth interviews

Content Analysis

Jerant

2005

USA

Arthritis, asthma, COPD, CHF, depression, and DM

None Reported

Convenience Sampling

Focus Groups

Grounded Theory

Jones

2012

USA

Heart Failure

None Reported

Purposive Sampling

Interviews

General Inductive Approach

Jowsey

2009

Australia

Co-morbid chronic illness including DM, COPD and/or CHF

None Reported

Purposive Sampling

Semi-structured in-depth interviews and focus groups

Content Analysis

Keating

2011

Australia

COPD

None reported

Patients who declined or quit participating in a COPD program

Semi-structured interviews

Thematic Analysis

Kirby

2013

Australia

Chronic illness

The Chronic Care Model

Purposive Sampling

Semi-Structured Interviews

Grounded Theory

Kneck

2012

Sweden

Diabetes

None reported

Selective Sampling Approach

Interview

Phenomenological-Hermeneutic Method

Kouwenhoven

2011

Norway

Stroke survivors with early depressive symptoms

None reported

Systematic

Repeated in-depth interviews

Hermeneutic Phenomenology

Kvigne

2004

Norway

Stroke

None reported

Purposive Sampling

Three In-depth Interviews (in hospital, 6-months and 1 year)

Giorgi’s (1985) Phenomenological Four-step < =Method

Loeb

2003

USA

Multiple Chronic Conditions

None Reported

Purposive Sampling

Focus Groups

Thematic and Content Analyses

Lopez-Vargas

2014

Australia

CKD

None Reported

Purposive Sampling

Focus Group

Grounded Theory

Lovely

2013

USA

Malignant Brain Tumor

None Reported

Purposive Sampling

Semi-Structured Interviews

Thematic Analysis

Manias

2007

Australia

Osteoarthritis and at least one other comorbidity

None Reported

Purposive for patients and conveience for health professionals

Focus groups and individual interviews

Framework Analysis

Martini

2012

New Zealand

Gout

None reported

Convenience Sampling

Semi-structured interviews

General Inductive Thematic Approach

Matthias

2010

USA

Chronic Musculoskeletal Pain

None Reported

Purposive Sampling of a subset of participants from previous trial

Focus Groups

Thematic Content Analysis

McCann

2012

USA

Heart disease, diabetes, or osteoporosis

Feminism, Symbolic interactionism. Social networks, social convoy model

Random Sampling Followed by Convenience Sampling

20-min structured telephone interview and 2 face to face follow-up interviews.

Grounded Theory

McCreaddie

2011

UK

Hepatitis C

None Reported

Purposive and, thereafter, Theoretical Sampling

Interviews with patients; focus groups with medical professional staff

Constructivist grounded theory; Constant Comparison

Medina

2011

USA

Chronic disease (included patients had post stroke/diabetes, heart disease/post-TIA, and Parkinson’s/arthritis

The Model of Human Occupation

Purposive Sampling; Key Informants

Two 90-min Face-to-Face Interviews

Phenomenological

Miles

2005

UK

Chronic Pain

None Reported

Theoretical Sampling

Open-ended interviews

Grounded Theory

Mishra

2011

USA

Multiple Chronic Conditions

Bronfenbrenner’s ecological model of behavior

Purposive Sampling

Focus Groups

Phenomenological; Template Analysis

Monroe

2013

USA

HIV AND (diabetes or hypertension)

None reported

Self-referral from flyers and through referral from medical providers

Focus Group

Editing Style Analysis

Morris

2011

UK

Multiple long-term conditions - irritable bowel syndrome; chronic obstructive pulmonary disease; and diabetes

None Reported

Purposive Sampling

Initial face-to-face interviews, telephone follow-ups and final face-to-face interviews

Narrative Analysis

Munce

2014

Canada

Traumatic Spinal Cord Injury

Knowledge to Action framework

Purposive Sampling

Semi-structured telephone interviews

Thematic Analysis

Nakano

2010

USA

Stroke survivor with aphasia

None Reported

Convenience Sampling; single patient case study

In-Depth Interview Over Time

Not Reported

Nelson

2013

UK

Psoriasis

None Reported

Purposive Sampling

Semi-Structured Interviews

Framework Analysis

Newbould

2012

UK

Various chronic conditions

None Reported

Samplingd by voluntary participation from patients from integrated care pilot

Semi-structured Interviews

Lofland and Lofland - Thematic analysis

Newcomb

2010

USA

Asthma

None Reported

Patients were from a trial of asthma care

Semi-Structured Interviews Using a Questionnaire

Constant comparative analysis

Noel

2005

USA

Multiple Chronic Conditions

Von Korff’s Collaborative Management of Chronic Illness Care

Purposive Sampling

Focus Groups

Thematic Analysis

O’Hara

2013

UK

Type 1 Diabetes

None Reported

Self-selected and snowball Sampling

Semi-structured interviews

Grounded Theory

Rifkin

2010

USA

Chronic kidney disease

None Reported

Purposive Sampling

Semi-Structured Interviews

Thematic Analysis

Roberto

2005

USA

Multiple chronic conditions - heart disease, osteoporosis, or diabetes in combination

Life-course Theory and a Trajectory Model of Chronic Illness

Targeted Random Sampling

Semi-Structured Interviews

Thematic Analysis

Rogerson

2012

Australia

CHD and depression

None Reported

Purposively selected from a previous study post-cardiac hospitalization

Semi-structured interviews

Content analysis

Sankar

2003

USA

HIV

None Reported

Targeted and snowball Sampling techniques

Focus Groups

Content and Thematic Analysis

Sav

2013

Australia

Chronic conditions

None Reported

Purposive snowball Sampling

Semi-structured in-depth interviews

Grounded Theory

Schmutte

2009

USA

Serious Mental Illness

None Reported

Participants were recruited through referrals from mental health providers and fliers.

Focus Groups

Interpretive Phenomenological Qualitative Data Analytic Strategies

Schoenberg

2003

USA

Coronary heart disease and risk factors for CHD e.g. hypertension, diabetes, etc.

None Reported

Theoretical Sampling

Interviews and Focus groups

Thematic Analysis

Sells

2009

USA

Multiple chronic conditions

Temporal Framework

Random, stratified Sampling based upon high utilizers vs not

3 Semi-Structured Interviews over 1 year

Phenomenological

Simmonds

2013

UK

Coronary Heart Disease AND Depression

None reported

Consecutive Sampling

Semi-Structured Interview. All the interviews, were digitally recorded, transcribed verbatim

Thematic Analysis

Skuladottir

2011

Iceland

Chronic Pain (women only)

None Reported

Theoretical and Volunteer Sampling

In-depth interviews

Vancouver School of phenomenology

Smith

2012

USA

HIV

The situated Information, Motivation, Behavioral Skills (sIMB) model of Care Initiation and Maintenance for chronic diseases

Purposive Sampling divided between community clinic and medical outreach services

Semi-structured interviews

Content Analysis and Emergent Theme Identification

Snelgrove

2013

UK

Chronic Low Back Pain

IPA and the Enmeshment Model

Purposive Sampling

Semi-Structured Interview

Interpretive Phenomenological Analysis

Söderberg

2001

Sweden

Fibromyalgia

None Reported

Purposive Sampling

Narrative Interviews

Thematic Content Analysis

Soundy

2007

UK

Severe and enduring mental health problems

None Reported

Purposive maximum variation Sampling

Semi-Structured Interview

Thematic Analysis

Taylor

2005

USA

Chronic Fatigue Syndrome

Social Model of Disability

Convenience Sampling

Focus Groups; Open-Ended Questionairre; Progress Notes

Qualitative Comparative Method

Tenhunen

2005

UK

Chronic Daily Headache

None Reported

Purposive Theoretical Sampling; Snowball Sampling

Semi-Structured Interview

Grounded theory

Thompson

2008

USA

Chronic Mental Illness

None Reported

Purposive Sampling

Photovoice and Individual Interview

Qualitative Descriptive Method and Content analysis

Thorpe

2014

Australia

COPD

None Reported

Purposive Sampling

Semi-Structured telephone interviews

Content Analysis

Tollefson

2011

Australia

Chronic Pain

None Reported

Purposive Sampling

Open-ended conversational-type interview

van Manen’s thematic approach

Townsend

2011

Canada

Multimorbidity

Bourdieu’s Theory of Practice

Purposive Sampling

In-depth interview, a 2-week self-complete symptom/management diary, and a second in-depth interview conducted approximately 3 weeks after the first

Grounded Theory

Treloar

2010

Australia

Hepatitis C and opioid addiction

None Reported

19 randomly Sampling from a larger survey study; 8 recruited from a specific organization

Phone and face to face semi-structured interviews and focus groups

Descriptive analysis

Villena

2010

USA

Mental illness AND substance abuse

None Reported

Purposive Sampling

Semi-Structured Interviews

Interpretive Hermeneutic Phenomenology

Walden

2009

USA

Any chronic condition

None Reported

Purposive Sampling

Individual and Focus Group Interviews; Free Text Survey Comments

Thematic Analysis

Warren-Findlow

2008

USA

Nonobstructive coronary artery disease

None Reported

Purposive Sampling

Multiple In-Depth Interviews conducted over a 2-year time period

Grounded Theory

Wasley

2013

UK

Type 1 diabetes

None Reported

Not reported

Semi-structured interview

Thematic Composition

Webster

2013

Canada

Osteoarthritis

None Reported

Purposive Sampling utilizing maximum variation and Theoretical Sampling

Semi-structured interview.

Constructivist Approach to Grounded Theory

Wendorf

2013

USA

HIV/AIDS and depression

None Reported

Purposive Sampling

Semi-Structured Individual Interviews

Grounded Theory

Wilkinson

2012

UK

Renal Disease

None Reported

Purposive Sampling

Interviews

Thematic Analysis

Williams

2013

Australia

Coexisting Diabetes, CKD and Hypertension

Modified Health Belief Model

Participants in the intervention arm of an RCT, recruited from nephrology and diabetes outpatient clinics

Motivational Interviews conducted via telephone. Data consist of notes taken by the nurse conducting the telephone call

Thematic Analysis

Williams

2013

Australia

Stroke

None Reported

Purposive case Sampling

Semi-structured interviews.

Interpretative Phenomenological Approach

Williams

2009

Australia

Diabetic kidney disease

None Reported

Convenience Sampling

Individual interview

Ritchie and Spencer’s (1994) ‘framework’ method of qualitative analysis

Williams

2008

Australia

Co-exisisting diabetes and kidney disease

Johnson’s (2002) model of medication adherence in hypertensive patients

Convenience Sampling

In-depth interviews and focus groups

Content analysis according to Johnson’s (2002) model of medication adherence in hypertensive patients

Wylde

2011

UK

Chronic Pain (post joint replacement)

None Reported

Convenience Sampling of those who agreed to participate from another survey

Think aloud interviews with existing scale

Thematic Analysis

Wyrwich

2006

USA

Asthma, COPD or heart disease

A model of HRQoL appraisal developed by Rapkin and Schwartz [16]

Theoretical Sampling

Semi-Structured Face-to-Face Cognitive Interviews

Content Analysis

Yang

2009

Australia

Complex Medical conditions - all patients had 2+ comorbidities

None Reported

Clinician referral of patients with 2+ comorbidities 2 weeks after recent hospital discharge

Telephone interviews

Constant Comparative/Grounded Theory

Zanchetta

2007

Canada

Prostate cancer

This enquiry was guided by the philosophy that education is a way to achieve a critical consciousness (Freire, 1973, 1999).

Purposive Sampling

Semi-Structured Interviews, participants’ personal journals, personal documents, genograms and ecomaps, and interviewer’s observational notes

Content Analysis

Zickmund

2012

USA

Hepatitis C and Opioid Addiction

None Reported

Purposive Sampling of patients from a clinical trial

Semi-structured telephone interview

Crabtree and Miller “Editing” Approach