Research
Research
Research
Original Paper
Jennifer Dickman Portz1,2, MSW, PhD; Elizabeth A Bayliss2,3, MD, MPH; Sheana Bull4, PhD; Rebecca S Boxer2,
MD; David B Bekelman1,5, MD; Kathy Gleason2, PhD; Sara Czaja6,7, PhD
1
Division of General Internal Medicine, School of Medicine, University of Colorado, Aurora, CO, United States
2
Institute for Health Research, Kaiser Permanente Colorado, Aurora, CO, United States
3
Department of Family Medicine, School of Medicine, University of Colorado, Aurora, CO, United States
4
mHealth Impact Lab, Colorado School of Public Health, University of Colorado, Aurora, CO, United States
5
Department of Medicine, Eastern Colorado Health Care System, Department of Veterans Affairs, Denver, CO, United States
6
Division of Geriatrics, Weill Cornell Medicine, New York, NY, United States
7
Center for Research and Education on Aging and Technology Enhancement, University of Miami, Miami, FL, United States
Corresponding Author:
Jennifer Dickman Portz, MSW, PhD
Division of General Internal Medicine
School of Medicine
University of Colorado
Mailstop B119
13001 East 17th Place
Aurora, CO, 80045
United States
Phone: 1 303 724 4438
Email: [email protected]
Abstract
Background: Patient portals offer modern digital tools for older adults with multiple chronic conditions (MCC) to engage in
their health management. However, there are barriers to portal adoption among older adults. Understanding portal user interface
and user experience (UI and UX) preferences of older adults with MCC may improve the accessibility, acceptability, and adoption
of patient portals.
Objective: The aim of this study was to use the Technology Acceptance Model (TAM) as a framework for qualitatively describing
the UI and UX, intent to use, and use behaviors among older patients with MCC.
Methods: We carried out a qualitative descriptive study of Kaiser Permanente Colorado’s established patient portal, My Health
Manager. Older patients (N=24; mean 78.41 (SD 5.4) years) with MCC participated in focus groups. Stratified random sampling
was used to maximize age and experience with the portal among participants. The semistructured focus groups used a combination
of discussion and think-aloud strategies. A total of 2 coders led the theoretically driven analysis based on the TAM to determine
themes related to use behavior, portal usefulness and ease of use, and intent to use.
Results: Portal users commonly used email, pharmacy, and lab results sections of the portal. Although, generally, the portal
was seen to be easy to use, simple, and quick, challenges related to log-ins, UI design (color and font), and specific features were
identified. Such challenges inhibited participants’ intent to use the portal entirely or specific features. Participants indicated that
the portal improved patient-provider communication, saved time and money, and provided relevant health information. Participants
intended to use features that were beneficial to their health management and easy to use.
Conclusions: Older adults are interested in using patient portals and are already taking advantage of the features available to
them. We have the opportunity to better engage older adults in portal use but need to pay close attention to key considerations
promoting usefulness and ease of use.
KEYWORDS
multiple chronic conditions; personal health record; patient portals; aging; health information technology
Textbox 1. Overview of focus group questions and portal features for users.
Preliminary questions:
Textbox 2. Overview of focus group questions and portal features for nonusers.
Preliminary questions:
• As we navigate the portal, are there features you might like to use?
• What do you like about this feature? Or What do you dislike about this feature?
• Why would you want to use these features? Or Why would you prefer to NOT use these features?
However, to ensure that participants’ thoughts were fully Technology Acceptance Model Description for My
captured, coders also used a combination of open and in vivo Health Manager
coding (the use of participants’ own words as a code) to add
On the basis of the TAM, Figure 1 illustrates the findings from
inductive codes to the code book as needed. Inter-rater reliability
the focus groups regarding UI and UX, intent to use, and use
was calculated for all transcripts (K=0.98), reflecting adequate
behavior for My Health Manager.
consistency in coding across coders. Patterned coding was then
employed on initial codes to identify (1) patterns in responses Use Behavior
between users and nonusers and (b) patterns in responses Portal users described their use of various My Health Manager
between ease of use, perceived usefulness, intent to use, and features (listed in Table 1). The email Message Center was the
UX. These patterns were then used to form themes related to most popular feature used by My Health Manager users. Of the
each research question and develop overall findings. The participants, 1 stated, “Yeah, I email my doctors a lot!” whereas
analytics team met regularly through the analytic process to another stated, “And I like text chatting with the sending an
discuss codes and correct any disagreements in coding and e-mail to my doctors [feature]; just to ask a question”. The
thematic findings. Pharmacy Center was also commonly used to refill medications.
For example, a participant said, “I use the pharmacy part every
Results time. I hardly ever call in the pharmacy any more”. Viewing
lab results in the My Medical Record page was frequently used.
Participants As 1 participant noted, “I especially like looking up the results
Participants (N=24) were of a mean age of 78 years and were of my test and finding out what those tests are for and if there
primarily white women (Table 2). Patient portal users had [is] anything I need to be concerned about.”
logged in to My Health Manager on an average 17.1 (SD 28.3)
days before recruitment. All but one participant used a cell Participants did not commonly use other My Medical Record
phone regularly, primarily a mobile phone. The majority of features including viewing diagnosis list, care plans, or
participants, regardless of user status, used email and looked immunizations records. In terms of using the Appointment
up information on the Web. Approximately half of the Center to schedule visits, 1 participant explained, “I really like
participants used social media, played video games, and used using the website. I have made appointments and been shocked
video chat, whereas instant messaging was less popular. when I got them the next day on the computer. So sometimes
I try to check there first, and then I’ll call if I feel like I need to
come in and I can’t”. However, some participants unsuccessfully neat feature. And then I’ve looked up things for my friends
tried to use the Appointment Center and the majority of when they have questions.” None of the participants had used
participants called the Kaiser phone line to schedule the newly added My Health Manager features including the
appointments. Only 1 participant stated they used the health e-visit or provider chat.
guides and health management tools: “I think that’s a pretty
Education, n (%)
High School Graduate 1 (7) 5 (56) 6 (25)
Some College Graduate 7 (47) 2 (22) 9 (36)
College Graduate 7 (47) 2 (22) 9 (36)
Income (US$), n (%)
<$30,000 2 (13) 2 (22) 4 (17)
$30,000 to $49,999 7 (47) 6 (67) 13 (54)
$50,000 to $74,999 2 (13) 0 (0) 2 (8)
$75,000 and more 2 (13) 0 (0) 2 (8)
Choose not to answer 2 (13) 1 (11) 3 (13)
Own cell phone, n (%)
Smartphone 12 (80) 5 (56) 17 (71)
A regular or basic phone 12 (80) 3 (33) 6 (25)
Does not have a cell phone 3 (20) 1 (11) 1 (4)
Technology utilization, n (%)
Email 15 (100) 7 (78) 22 (92)
Look up information on the Web 15 (100) 6 (67) 21 (88)
Use social media 8 (53) 5 (56) 13 (54)
Play computer games 12 (80) 3 (33) 15 (63)
Video chat 7 (47) 4 (44) 11 (46)
Instant messaging 6 (40) 2 (22) 8 (33)
a
Not applicable.
Figure 1. Technology Acceptance Model description for My Health Manager. UX: user experience; UI: user interface.
• Barriers
My frustration is, it does not matter what I try to use, it never works. I can do this, this, this, this, this just exactly the
way I remember the way I’m supposed to do it, and then you get down and it does not work. Enter password, wrong.
This or that, something is wrong.
• Scheduling appointments
Nope, I couldn’t make it work...Because you don’t know what’s available. Does (the doctor) have a slot at 2:00 on
such-and-such a day? They don’t tell you that... Step 7? Why is there seven steps just to make an appointment?
• Back-end errors
I don’t want to use (the Appointment Center) because there’s confusion among the people here for instance. And I’ll
tell you, you make (an appointment), for instance I have sun damage because I'm out in the sun a lot, so I made an
appointment to have it checked. And so that was the appointment. When I got here, to see the doctor, the nurse says,
“Well, you have to see a PA.” I said, “Well, I just made an appointment on the website. I made the appointment, I
wrote it down.”
Well, yeah. They went through a period of time, I think, when they were changing over which that’s really the only
problem I’ve ever had with them. And they were significant because medications disappeared. I mean you order them,
they were there. But other than that, it works very well. They straightened it out I think.
• Facilitators
It’s nice to be able to see the results and that stuff because that’s easy. Or if the doctor sends you a message. It’s easy
to pick it up.
I have sent emails to my doc, especially when I don't want to come in and usually I get an answer within a very short
time.
The test results are pretty easy to get. I really like it. I like the fact that I can graph my test results as opposed to just
seeing the numbers.
I love the fact that I can communicate with the doctor or any of the other doctors. I get complete descriptions on blood
work and what happens with that.
You can as you are typing (via email feature), you can think and maybe, “No, that isn’t really what I want to say”
instead of stumbling around. And you can do it more precise...Yeah, more organized. And then before you send it.
For me, it was an easy way to get non-emergent information to the doctor. For me, that's the easiest part of it is I can
send stuff and they’ll either answer me or give me a call, one of the two.
• Saves time and money
And that makes sense, because all it is, is you don’t have to come in for that visit, which, if it’s difficult for you to get
out, if the weather’s crappy and stuff like that.
When you initially send the e-mail to your doctor, sometimes they get back to you and they’ll say, “We’ll have a
conference call. I’ve arranged a conference call to talk to you about it.” And that really saves a lot of time.
And it could be something just little or a prescription change or something to that effect that you really don’t have to
come in and see the doctor about. And it’s more an efficient way of really the whole system working.
• Provides patient health information
I am an advocator for people taking control of their own health care versus relying on – that’s not to say I’m going
to self-medicate or anything. But I believe in being well-informed about my healthcare and presenting options to my
doctors and that sort of thing. So I like to be really informed about what’s going on.
But yeah, they don’t have any trouble because it’s nice that I can get messages from my doctors, telling me where
I’m at. Or if I’ve had a blood test, I know that it’s okay or if it’s not
• Drawbacks of using My Health Manager
That’s hard. There’s yes and then no, because I don’t hardly call into the hospital or I know when my appointments
are and when I come, they tell me to call in to get my medicine. I don’t because I live so close, it’s even a little walk
for me to come and pick them up. So, the way I feel now, I can still do things like I’m doing now. I mean you have to
walk four or five blocks to come down here, and then I take what I can do by myself. And so, then sometimes I meet
people here that I know, and for me it’s just like getting out for a little trip.
• Distance and serious illness
I think if I had more in my body or that I had more problems that (using My Health Manager) would be good. But I
am never sick. Of course, you never want something to happen. I don’t go to my doctor real often either
If I lived far, it would work very good for me.
simple, I can just e-mail him or call him. If I want to to adopt burdensome technologies. Therefore, health systems
see my doctor, I undoubtedly have to make an should obtain ongoing UI and UX feedback from older adults
appointment to see him. And if I want to see my with MCC when developing new tools and updates. The
doctor, I want to go see my doctor. Department of Veteran Affairs implemented an ongoing
feedback strategy that fostered adoption of their patient portal
Lack of Awareness of Functions Available
[39].
Intent to use was also influenced by participants’ awareness of
My Health Manager features and access to help using the In terms of perceived usefulness, participants in this study
website. Most participants did not know about the new features, suggested that patients far away from their providers would
and nonusers did not know about the basic features available particularly benefit from the patient portal. However, older
via My Health Manager in general. As 1 nonuser participant adults in rural areas are less likely to use patient portals [40],
stated, “You can see how I read on the computer, because I’d and internet use is lower among people in rural settings,
never seen that—make a—schedule an appointment. That especially among people with MCC [41]. Low internet and
wouldn’t occur to me”; participants did not know what features health technology use in rural communities is often attributed
were available or how to use them. to limited access and awareness [42]. Recent improvements to
broadband access [43] in rural communities may lead to
Discussion increased portal adoption. However, more research is needed
to determine best strategies for promoting portal engagement
Principal Findings among older adults with MCC living in rural settings.
This study supports the growing literature suggesting many Participants indicated the portal would be helpful for sicker
older patients, including those with MCC, are interested in using patients. Although we did not follow up to acquire a better
and are already using patient portals to help manage their health definition of sicker, older patients with serious illness, owing
[22]. This is also the first study to use the TAM to qualitatively to complex care needs, may benefit from portal use. There is
explore the connections between perceived usefulness, ease of some evidence substantiating increased portal adoption among
use, and intent to use for a patient portal among older patients older adults with worse health status [44]. A few studies indicate
with MCC. that people with cancer have positive perceptions of patient
portals [45,46]. Although older adults with serious illness may
The TAM framework and supporting evidence [17,18] indicates
be a target population for portal adoption, little is known about
several external variables influencing perceived ease of use with
patient portal utility for patients with advanced or serious illness.
patient portals. Our study participants identified only 2 external
variables: computer self-efficacy and anxiety. Specific patient Preference for current methods is also a drawback to perceived
portal user trainings offered in-person and/or on the Web may usefulness and barrier to patients’ intent to use. Participants
help older adults learn how to use the portal and when to use value going to the clinic or pharmacy for physical activity and
specific features [36]. Caregivers and family members are also social engagement. With these values in mind, portal designers
helpful in reducing technology-specific anxiety [22,37], but should consider adding functions that encourage older patients
more research is needed to inform portal design for shared to get out of the house and connect personally with their
access with caregivers [38]. providers. As portals advance, it is important to also respect the
patients’ need for a face-to-face connection with their providers.
Email, pharmacy, and medical lab result sections were popular
However, providers may consider using some face-to-face and
and perceived as both useful and easy to use. This use behavior
phone-based time to encourage portal use [21]. Face-to-face
is consistent with other patient portal research in older
and phone-based encouragement (eg, “Did you know you can
populations [4,8]. These features are simple and quick while
schedule your next appointment in the convenience of your
improving perceived patient-provider communication,
home online? Just go to My Health Manager”) from providers
satisfaction with access to health information, and fast
and staff may increase patient awareness of beneficial features.
medication management. Nonusers interested in the portal may
In this study, health management tools and newer features were
be directed to these most popular, usable features. Research
not used primarily owing to a lack of awareness.
shows that once older adults are engaged in a technology, they
tend to be high utilizers [23]. Therefore, promoting adoption of In this sample, patient portals are not preferred by everyone,
popular, easy-to-use features may foster patient satisfaction and and other older adults with MCC may feel similarly. Usage
further use of additional portal features. For example, promoting varies greatly: some patients will never use the portal, other
the email feature initially to encourage a patient to then try the current users will continue to use only a few features, whereas
portal pharmacy system. another group will use every available option. Explicit nonusers
appear to prefer human and face-to-face contact, which has
Other features, particularly the Appointment Center, are difficult
previously been reported from a diverse sample of Kaiser
to use and do not offer perceived benefit to patients in this study.
patients [47]. Regardless of preference, technology-based health
It is easier for patients to simply call to schedule appointments.
care interactions are increasing, and portal use may be expected.
There are also UI design issues related to small fonts and poor
Addressing UI and UX challenges and promoting perceived
coloring, and negative UX influenced participants’ intent to use
benefits (improving commination, saving time, and access to
the portal. These results align with the TAM and previous work
personal information) may improve the intent to use patient
suggesting that technology acceptance is determined by the
portals among older adults with MCC.
perceived value and degree of burden. Older adults are unlikely
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JOURNAL OF MEDICAL INTERNET RESEARCH Portz et al
Acknowledgments
The authors thank Dr Ted Palen for assistance with My Health Manager. This research was supported by funding from the National
Institute on Aging (5T32AG044296). Dr Portz was supported by a career development award funded by the National Institute
on Aging (K76AG059934).
Conflicts of Interest
None declared.
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Abbreviations
MCC: multiple chronic conditions
KPCO: Kaiser Permanente Colorado
TAM: Technology Acceptance Model
UI: user interface
UX: user experience
Edited by G Eysenbach; submitted 19.07.18; peer-reviewed by T Irizarry, C Jacob, J Hefner, T Risling; comments to author 08.10.18;
revised version received 21.12.18; accepted 23.01.19; published 08.04.19
Please cite as:
Portz JD, Bayliss EA, Bull S, Boxer RS, Bekelman DB, Gleason K, Czaja S
Using the Technology Acceptance Model to Explore User Experience, Intent to Use, and Use Behavior of a Patient Portal Among
Older Adults With Multiple Chronic Conditions: Descriptive Qualitative Study
J Med Internet Res 2019;21(4):e11604
URL: https://www.jmir.org/2019/4/e11604/
doi: 10.2196/11604
PMID: 30958272
©Jennifer Dickman Portz, Elizabeth A Bayliss, Sheana Bull, Rebecca S Boxer, David B Bekelman, Kathy Gleason, Sara Czaja.
Originally published in the Journal of Medical Internet Research (http://www.jmir.org), 08.04.2019. This is an open-access article
distributed under the terms of the Creative Commons Attribution License (https://creativecommons.org/licenses/by/4.0/), which
permits unrestricted use, distribution, and reproduction in any medium, provided the original work, first published in the Journal
of Medical Internet Research, is properly cited. The complete bibliographic information, a link to the original publication on
http://www.jmir.org/, as well as this copyright and license information must be included.