Abstract
People have specific and unique individual and contextual characteristics, so healthcare should increasingly opt for person-centered care models. Thus, this review aimed to identify and synthesize the indicators for the care process of the person with depression and/or anxiety disorders, based on patient-centered care, going through the stages of diagnostic assessment and care planning, including intervention. An integrative literature review with research in seven scientific databases and a narrative analysis were carried out. Twenty articles were included, with indicators for diagnostic evaluation and care/intervention planning being extracted. Care planning focused on people with depression and/or anxiety disorder must be individualized, dynamic, flexible, andparticipatory. It must respond to the specific needs of the person, contemplating the identification of problems, the establishment of individual objectives, shared decision making, information and education, systematic feedback, and case management, and it should meet the patient’s preferences and satisfaction with care and involve the family and therapeutic management in care. The existence of comorbidities reinforces the importance of flexible and individualized care planning in order to respond to the specific health conditions of each person.
1. Introduction
In 2001, the final report of Institute of Medicine’s Quality of Health Care in America recommended that in order to improve the quality of healthcare, these should be safe, effective, person-centered, timely, efficient, and equitable [1]. Moreover, according to the same report, person-centered care can be defined as the provision of healthcare that respects and is representative of patients’ individual preferences and needs. In addition, it must ensure that patient values guide all clinical decisions [1].
In this context, it is clear that healthcare must be personalized and marked by shared decision making between patients and healthcare professionals. The concept of shared decision making implies that patients’ preferences and cultural values influence clinical decisions. However, shared decision making is demanding and can be time consuming, and it may be necessary to integrate the views of both generalists and experts. In these circumstances, the values, preferences, and needs of patients must be highly considered [2], because the patient is the central focus of the care process. Shared decision making has four key characteristics: (1) Health professionals and the patient must be involved; (2) both must share the information they have; (3) a consensus must be reached based on the patient’s treatment preferences; and (4) a consensus must be reached on the treatment to be performed [3]. Thus, shared decision making must be the central principle of person-centered care, and health professionals should seek to look at the experience of healthcare through the eyes of their patient [4].
Depressive and anxiety disorders are common and recurrent mental illnesses, affecting more than 300 million people worldwide. Due to their clinical characteristics, they affect psychosocial functions, decreasing the quality of life of those who suffer from them [5].
Taking into account the current pandemic context, the prevalence of depression and anxiety tends to increase, as several studies have indicated that the pandemic has been causing an increase in the levels of stress, anxiety, and depressive symptoms [6,7,8,9,10,11,12,13]. In this sense, it is necessary and urgent to adopt healthcare aimed at surveillance, prevention, and intervention during and after the current global pandemic crisis [14]. In addition, the high prevalence of these pathologies leads to a high social and economic burden, so it is important to implement effective treatment strategies.
A recent meta-analysis concluded that person-centered care is more effective than standard healthcare for people diagnosed with depression, improving depressive symptoms and increasing the likelihood of remission [15]. In addition, he concluded that this type of care improves health-related quality of life and self-management results and decreases hospital admissions [15]. A study on late-life depression highlighted, as priority areas of research to improve health services for this clinical condition, the focus on the individual needs of the person, through patient-centered care [16]. The same study also highlighted the importance of involving informal caregivers and alternative scenarios in the care process [16]. Studies have indicated that shared decision making improves the decision-making process and the quality of healthcare in people with depression [17,18], reducing depressive symptoms in young patients [18].
Regarding anxiety disorders, little is known about the effect of person-centered care, although some studies have indicated positive results in the case of post-traumatic stress disorder [19]. Another study indicated that the cost of anxiety disorders can be reduced with greater health education, early detection, and person-centered interventions. It adds, that person-centered care planning should encourage patients to identify their strengths, preferences, and abilities to carry out activities and to focus on areas they have control over [20].
That said, it is therefore essential that health professionals carry out a timely diagnostic assessment of the person, create an appropriate care plan adapted to their characteristics and the context in which they are inserted [21], and implement person-centered healthcare. However, we did not find in the scientific literature studies that clearly define diagnostic assessment strategies, care planning, and intervention centered on people with depression and/or anxiety disorders.
1.1. Objective
We aimed to identify and synthesize the indicators for the care process of the person with depression and/or anxiety disorders, based on patient-centered care, going through the stages of diagnostic assessment, care planning, and intervention.
1.2. Review Questions
This review was conducted to answer the following questions:
What are the patient-centered care strategies used in the assessment of a person with depression and/or anxiety disorder?
What are the patient-centered care strategies used in planning care for a person with depression?
What are the patient-centered care strategies used in the intervention for a person with depression and/or anxiety disorder?
2. Materials and Methods
2.1. Protocol and Registration
The protocol for this review was registered with PROSPERO (CRD42021235405) and then published, so more details about the methodological procedures can be found in the protocol article [22].
2.2. Study Design
This integrative review was reported according to Preferred Reporting Items for Systematic Reviews and Meta-Analyses (PRISMA) Protocols Statement [23,24] and the methodology followed that of reference [25].
2.3. Eligibility Criteria
The inclusion criteria were as follows: Studies in which participants were diagnosed with a depressive disorder and/or an anxiety disorder, regardless of the state of evolution and the presence or absence of other conditions; and studies that address person-centered care, either at the diagnosis assessment, in their care planning, or in their implementation of interventions.
The inclusion criteria for the study design were empirical primary studies of quantitative or experimental observation, qualitative studies, mixed studies, and theoretical studies.
The exclusion criteria were as follows: Studies in which participants presented with symptoms of depression or anxiety but did not have an identified medical diagnosis; studies that did not address person-centered care; and studies whose study design did not meet the defined criteria.
2.4. Search Strategy
In this revision, a comprehensive bibliographic search was developed, and the consulted databases were: MEDLINE (with full text), PsycINFO, Scopus, Psychology and Behavioral Sciences Collection, CINAHL Plus® (with full text), Web of Science, and PubMed.
The research strategy was adapted according to each database and was restricted to the last 10 years, from 2011 to 2021, so as to obtain the most recent data. Papers in the English, Portuguese, French, German, and Italian languages were reviewed.
2.5. Search Terms and Boolean Operators
This research included the combination of three key concepts, according to the Medical Subject Headings (MeSH) terms: Patient-centered care, depression, and anxiety. The search phrase was: ((“Patient Care Plan*”) OR (“Patient-Centered Care”)) AND ((Depression) OR (“Depressive Disorder”) OR (Anxiety)). Initially, exploratory research was carried out without limitations. However, considering the high number of results, the search was limited to the title, abstract, and/or keywords according to each database.
2.6. Data Collection and Analysis
2.6.1. Selection of studies
The selection of studies was developed across several stages. The resultant papers found during the search of each database were exported into Mendeley and duplicates were removed. To minimize bias, two reviewers independently assessed the inclusion of the studies by reading the titles, abstracts, and keywords, excluding those that do not fit the inclusion criteria (Flowchart 1). A third reviewer was consulted in case of disagreements or doubts. Afterward, we proceeded onto the assessment stage of the complete texts using the same method.
2.6.2. Data Extraction
Data extraction was performed by the same two reviewers responsible for selecting the studies, independently, and doubts and disagreements were resolved, again, by consulting a third reviewer.
In the data extraction phase, initially, a descriptive evaluation of each study was carried out using an extraction instrument designed to extract information according to the research questions.
2.6.3. Quality Appraisal
For the evaluation of quantitative, qualitative, or mixed studies, we chose to use the Mixed Methods Appraisal Tool (MMAT), as it is a tool that is limited to assessing essential criteria and can provide a more efficient assessment [26]. Once again, this step was carried out by two reviewers independently, and any disagreements with the evaluation of the quality of the studies were resolved, once again, by a third reviewer. The results of the evaluation of the quality of each study were not assessed against the inclusion/exclusion criteria, so all studies selected up to this stage were included [25]. In addition, the evaluation carried out was only qualitative, without obtaining a score, as suggested by the authors who developed the tool [26]. In this way, we familiarized ourselves with the quality of the evidence produced within the scope of this review regarding quantitative and qualitative studies, with studies of lesser quality being considered less in the narrative synthesis, but were, however, not excluded [25]. Evaluation of the included articles that were not qualitative, quantitative, or mixed studies, such as theoretical studies, was not carried out.
2.6.4. Strategy for Data Synthesis
As a review that includes studies with several methodologies, the synthesis and analysis of the results were of a narrative nature, structured as to answer the questions presented regarding the investigation [25]. The tools used for the diagnostic evaluation of the person are presented, as well as the care planning strategies, including the intervention, based on the care centered on persons with depression and/or anxiety disorder.
3. Results
The research produced 1148 results, and, after the removal of duplicates, 684 publications were identified as eligible. Based on abstract information, 158 articles were selected for an exhaustive assessment (Figure 1). The main reasons for exclusion were articles that did not address psychiatric disorders, depression, and/or anxiety disorders (43 studies), articles that did not address patient-centered care (27 studies), and articles that did not answer the research questions in terms of diagnostic evaluation and/or care planning indicators (including interventions) (18 studies).
Figure 1.
PRISMA flowchart.
Twenty studies were included in the review, the majority of which were carried out in the USA (15 studies), two in Germany, one in Malaysia, one in Canada and France each, and one in the United Kingdom. Of these, 17 articles addressed depression, four of which addressed, in addition to this pathology, other concomitant nosological conditions: Depression and diabetes (one study), multiple sclerosis and depression (one study), heart disease and depression (one study), and chronic pain and depression (one study). Regarding anxiety disorders, four articles addressed this pathology, three of which addressed post-traumatic stress disorder.
Regarding the diagnostic evaluation, we organized the data found, according to what each of the studies evaluated and the tools that were used (Table 1).
Table 1.
Patient assessment indicators and assessment tools.
Table 2 shows the results of studies organized by title, year and authors; method and sample; objective; indicators for diagnostic evaluation; and indicators for care planning and/or intervention used (Table 2).
Table 2.
Results of the studies and extraction of indicators.
The quality of 12 studies with quantitative methodology, four with qualitative methodology, two with mixed methods, and two theoretical approaches (attached) was evaluated.
Based on the extracted indicators and content analysis, we built the patient-centered care model depicted in Figure 2.
Figure 2.
Patient-centered care model.
4. Discussion
In fulfilment of the initially mentioned objective, and with the intention of answering the questions asked, this review included studies that allowed us to carry out a narrative analysis about the indicators of the diagnostic evaluation and planning of care and/or intervention of people with depression or anxiety disorders, taking into account patient-centered care approaches. Most studies focused on depression, with anxiety disorders being less addressed, with emphasis on post-traumatic stress disorder.
4.1. Diagnostic Assessment
Self-assessment instruments have been inserted in the new models of healthcare to promote person-centered care, and must satisfy their needs [39]. In addition, a systematic review of the literature concluded that self-assessment and hetero-assessment tools for depression are complementary and have identical clinical results. Therefore, these must be used to assess health results [40].
Most of the studies used scales to assess a person’s “depressive and/or anxious symptoms, the most used being the Patient Health Questionnaire Depression Scale” (PHQ-9) [27,28,29,30,31,32]. In fact, this scale was considered by a recent study as the best tool for evaluating the results reported by patients with depression [39]. In addition, unlike other depression scales, the PHQ-9 includes nine items that are based on the Diagnostic and Statistics Manual for Mental Disorders, 4th Edition (DSM-IV) [41].
Regarding the assessment of anxious symptoms, only three studies used assessment scales [19,28,34]. A study of veterans with post-traumatic stress disorder used a specific scale for this anxiety disorder [36].
The quality of life was assessed in two studies [19,33]. Of note is the fact that one of the scales used focuses on functionality with regard to mental and physical health, assessing physical functioning, anxiety, depression, fatigue, sleep disturbance, social functioning, and pain interference [19]. Another study assessed the functional state of mental health [35]. Still, regarding functionality, a study assessed psychiatric functioning and distress using the Outcome Rating Scale (ORS), which is a self-assessment instrument with four dimensions: (a) Anguish or individual or symptomatic well-being; (b) anguish or interpersonal–relational well-being in intimate relationships; (c) anguish or social well-being at work/school or in the wider social domain; and (d) general sense of well-being [38]. The aforementioned literature review recommends that for the diagnostic evaluation of people with depression, tools should be used to assess symptoms and health-related quality of life [40].
Two conducted studies involved a very comprehensive diagnostic evaluation, evaluating beyond the symptomatology the perception of self-care abilities, the assessment of self-management of mental health, positive mental health, and social participation and the use of coping strategies [28]. Another of the studies assessed the care process and the characteristics of patients with major depression using the Depression Outcomes Module, psychiatric comorbidities, the acceptability of treatment with antidepressants, the perception of treatment for depression, and the state of mental and physical health and social support [32]. The assessment of patients’ perception of the patient-centered care process was carried out in another study with dichotomous questions such as: “Asked about your concerns and questions?,” “Told about changes you could make in your daily life that could improve depression (e.g., exercise)?,” or “Given written information about depression/treatment?” [27].
Two of the studies also carried out a family assessment using the Family Assessment Device (FAD) [34] and two instruments for assessing family functionality [37]. The latter also evaluated the psychiatric symptoms of the parents [37].
In addition to the application of scales, we emphasize the fact that the diagnostic evaluation was mostly carried out by health professionals using interviews [19,32,34,35,36].
A review of the literature concluded a scarcity of studies evaluating the functionality and side effects of medication [40], despite its importance. This was equally verified in this revision. In addition, most studies, focused on the assessment of depressive and/or anxious symptoms, while studies assessing other areas such as satisfaction with the care process, quality of life, or an evaluation are still rare, despite its importance for person-centered care.
4.2. Care and Intervention Planning
With regard to care planning, in the studies selected in this review, it was possible to find several recommendations, many of which converged on the need to target the plan to patients and their individual conditions. An example of this is a study carried out with people with cardiac pathology and depression, whose conclusion was that interventions at the level of mood must be flexible to respond to the unique needs of each person. In addition, care planning must be personalized, identifying the problems that contribute to depression and that patients choose to work on [42]. It also appears that considering the preferences, concerns, and needs of a patient’s daily life in care planning, in addition to contributing to positive results in the treatment of depression, is strongly related to satisfaction with the care provided [27]. Thus, it is recommended that there is a personalization of care, focusing on the patient’s daily life. Meeting patient preferences, especially with regard to self-care and treatment, represents a criterion of quality of care [29,34,35,36,37,42,43].
Still within the scope of respect for the individuality of the person, it is recommended that patients be involved as partners in the identification of care and treatment planning objectives, taking into account the problems identified by each one [28,35,36]. In this sense, a literature review concluded that psychological support techniques, such as problem solving techniques, behavioral activation, and motivational interviews, are useful in supporting the involvement of persons with depression in their care plan in order to achieve their goals [44].
There are studies that have gone further and concluded that patient participation in decision making regarding their therapeutic plan is beneficial for the development of treatments and their results, the so-called shared decision-making process [28,34,35,36,38,42,43,45].
In this sense, one of the studies aimed to develop a strategic tool for the promotion and implementation of shared decision making in the use of antidepressants by patients with major depression. Based on the opinions of patients and doctors, six main themes were identified: Summary of treatment options; correct ways of taking medication; potential side effects of medication; sharing the case study regarding treatment options; cost of treatment options; and information from the pharmacist [45]. In addition to patient involvement were recommendations for the involvement of the caregiver/family—something highly valued and identified by patients as important [29,32,35].
Another way of involving the patient in their therapeutic process was mentioned in one of the studies included in this review that studied, in patients with diabetes and depression, the use of a technological platform for self-monitoring symptoms of depression and to alert health professionals. This study concluded that the self-monitoring system for the depressive symptoms under study has the potential to make healthcare more patient-centered by improving depression monitoring and care management, even in resource-limited settings [30].
In addition to the above, patient satisfaction should be considered when planning care for people with depression, as well as the factors that influence this satisfaction [27,32,35,46]. Regular proactive follow-up and collaborative patient-centered care were considered by people with depression to be factors of satisfaction. On the contrary, the lack of empathy and the mechanization of care delivery were factors of dissatisfaction [32,35,46]. Attending to patient satisfaction during the care process is an important indicator and is strongly related to the quality of healthcare. In 77.8% of the studies, patient satisfaction was positively related to an improvement of the clinical results and patient safety [47]. The evidence also demonstrates a relationship between adherence to the therapeutic regime and satisfaction with the care provided, since patients tend to trust health professionals more when they are satisfied with the care process [48].
One of the studies also used a systematic patient feedback system that obtained positive results, with readmission rates below the national reference values [38]. Meanwhile, yet another study recommended carrying out a relapse prevention plan [29].
Still following the logic of patient care centrality, some studies included in their healthcare planning the improvement of health literacy through information and education [29,32,35,38].
Management of adherence to the therapeutic regimen should also be taken into account in the planning process [30,32,45]. It is important to know which strategies guarantee better adherence to the therapeutic regimen. Likewise, the management of the side effects of medicine must be considered in the planning of care provision, in order to ensure the best adherence to treatment [32,43,45].
In addition to the above, in some of the studies, we found that the management of care planning was carried out by a case manager [33,35,42,46]. Regular patient follow-up was also mentioned [32,33,46]. In this sense, one of the studies in the present review developed a complex intervention carried out by nurses based on case management and user preferences [42]. In fact, a literature review concluded that nurses play a key role in managing care for people with depression and other complex medical conditions, as they have a significant impact on depressive outcomes having been trained to see the patient as a whole [44]. Now, this approach is fundamental for the development of person-centered care plans [44]. Successful interventions by nurse case managers include regular patient follow-up, symptom registration, treatment monitoring, goal setting, and education [44]. However, these indicators were also found in some studies of the present review, as mentioned above.
There is also the recommendation of the provision of care to respect a model of collaboration in the community [29]. One of the studies focused on the provision of collaborative care, centered on persons with major depressive disorder, which were compared to the standard intervention. Although there were no differences between groups in reducing depressive symptoms, health professionals were perceived as more “participatory” in the therapeutic process and as being more useful in identifying the individual needs of each person and in promoting their adherence to treatment [35]. Also noteworthy is telemedicine-enhanced antidepressant management (a type of intervention in a stepped care model for people with depression), which substantially improved user satisfaction and perceptions that care was centered on their individual needs [32].
Regarding the treatment of post-traumatic stress disorder (PTSD), a study identified the need for treatment to address common problems such as anger, nightmares, sleep, depression, or relationship difficulties, and suggested that if trauma-focused psychotherapy does not resolve these, joint strategies should be looked into [36]. Two studies addressed the use of complementary and alternative medicine, such as yoga, meditation, tai chi, and mindfulness, considering them as care models centered on patients with PTSD [19,49].
Regarding person-centered pharmacological interventions, the relevance of antidepressants should be selected according to the individual needs of each person, and, for this, four clusters of symptoms should be considered: Anxiety, fatigue, insomnia, and pain [50]. Of note also is the fact that women in the perinatal period prefer non-pharmacological interventions rather than the use of antidepressants [34].
Patients tend to highlight the importance of empathic listening and empathic action as a vehicle to feel more understood, valued, and truly cared for [51]. Health professionals, on the contrary, tend to emphasize the importance of familiarity with the user, teamwork, and the flexibility/continuity of care, so that they are more centered on the person [29].
Despite the above, it is necessary for clinicians to consider the limitations of person-centered care for patients with depression. For example, the decision-making ability of a person with major depression or psychotic depression may be affected, limiting the provision of person-centered care. A review of the literature concluded that depression can impair decision-making skills, with appreciation being the most impaired skill [52]. As limitations of this review, we highlight the great heterogeneity of the extracted results, which makes narrative analysis difficult. In addition, the search was carried out by title, abstract, and/or keywords, given the exhaustive number of articles identified, with languages limited according to the domains of the researchers.
5. Conclusions
In short, what stands out most in the evidence found in this review is the importance of care being centered on the person, given the positive results that the studies obtained. It is important that an adequate diagnostic evaluation is carried out using the self-monitoring of symptoms and that this is part of the care planning. Thus, person-centered care planning should include the identification of a person’s specific problems; personalized care planning that responds to the individual needs of the patient and with the establishment of individual treatment goals; shared decision making; patient information and education; existence of a systematic patient feedback system with the self-monitoring of symptoms; care based on a case management model with regular monitoring of patients; meeting of the patient’s preferences and satisfaction with care; family involvement in care; elaboration of a relapse prevention plan; management of adherence to therapy; and management of the side effects of medication. Thus, care planning must be individualized, dynamic, flexible, and participatory. This is a relevant contribution to clinical practice, as it provides some data that may be conducive to more person-centered care provision.
In addition, several studies have focused on anxiety and/or depression comorbidity with other organic pathologies, which reinforces the importance of recommending flexible and individualized care planning in order to provide specific responses to each person’s health condition.
It is suggested, for future investigation, that literature reviews identical to this one be carried out, but that they address other psychiatric pathologies, as well as others focused on person-centered strategies for the promotion of mental health and disease prevention.
Author Contributions
Conceptualization, L.G.d.P., M.J.L., C.F. and M.d.C.M.; methodology, all authors; investigation, L.G.d.P., M.J.L., C.F. and M.d.C.M.; resources, L.G.d.P. and T.C.; data curation, L.G.d.P. and T.C.; writing—original draft preparation, L.G.d.P., T.C., F.S. and H.R.d.A.; writing—review and editing, M.J.L., C.F., M.d.C.M. and A.M.; supervision, M.J.L. and M.d.C.M.; project administration, M.J.L.; funding acquisition, M.J.L. and C.F. All authors have read and agreed to the published version of the manuscript.
Funding
This research was funded by FEDER. Programa Interreg VA España-Portugal (POCTEP), grant number 0499_4IE_PLUS_4_E.
Institutional Review Board Statement
Not applicable.
Informed Consent Statement
Not applicable.
Data Availability Statement
Not applicable.
Conflicts of Interest
The authors declare no conflict of interest.
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