ORIGINAL RESEARCH
Matthew Sakumoto, MD1 and Sarah Krug, MS2,3
1Department of Medicine, University of California, San Francisco, California, USA; 2The Health Collaboratory, New York, New York, USA; 3CANCER101, New York, New York, USA
Keywords: clinician perspective, co-design, digital literacy, patient centricity, patient engagement, patient perspective, techquity telehealth literacy
Background: Telehealth usage increased dramatically during the COVID-19 pandemic, but equitable access remains a concern. Patients lacking technology access, skills, and digital literacy might not benefit fully. Validated telehealth literacy screening instruments are lacking. This study evaluated existing tools from patient and clinician perspectives.
Methods: Five telehealth literacy screening tools were identified through a literature review: 1) Digital Literacy Self-Assessment Tool (DLSAT), 2) Electronic Health Literacy Scale (eHEALS), 3) Digital Health Care Literacy Scale (DHLS), 4) Telehealth Literacy Screening Tool (TLST), and 5) University of Alabama-Birmingham Technology Comfort Survey (TCS). Patients (n = 44) and clinicians (n = 24) completed an online survey rating each tool across domains of 1) User experience, 2) Engagement, 3) Relevance, and 4) Health literacy.
Results: Patients ranked the TCS highest overall, while clinicians ranked the DHLS highest. The DLSAT ranked high for both groups and received above-average ratings across all categories. Interestingly, while the TLST is the only telehealth-specific tool, it was only ranked 3rd and 4th for patients and clinicians, respectively. The eHEALS was consistently the lowest-ranked tool by both patients and clinicians. Patients valued simplicity and clarity, while clinicians favored brevity and clinical focus.
Conclusion: Perspectives differed between patients and clinicians regarding optimal telehealth literacy screening tools. Screening instruments should align with key engagement drivers: access, competency, digital literacy, relevancy, trust, and preferences. Tailored tools co-designed with patients and clinicians can promote equitable telehealth adoption and engagement.
Citation: Telehealth and Medicine Today © 2023, 8: 439 - https://doi.org/10.30953/thmt.v8.439
Copyright: © 2023 The Authors.This is an open-access article distributed in accordance with the Creative Commons Attribution Non-Commercial (CC BY-NC 4.0) license, which permits others to distribute, adapt, enhance this work non-commercially, and license their derivative works on different terms, provided the original work is properly cited, and the use is non-commercial. See: http://creativecommons.org/licenses/by-nc/4.0.
Received: September 19, 2023; Accepted: October 10, 2023; Published: November 20, 2023
Funding Statement: No additional funding was utilized for the production of this manuscript.
Corresponding Author: Matthew Sakumoto, Email: matthew.sakumoto@ucsf.edu
Technology has brought about a profound transformation in connectivity, access, and convenience for millions of people globally. Digital health innovations have demonstrated the potential to improve health outcomes, quality of care, and patient experience.1 The utilization of telehealth has dramatically increased over the years, providing people with the opportunity to use technology to access healthcare services and information, communicate with their healthcare team, and manage their health over time. This includes increased telemedicine video visits and virtual care modalities, including remote monitoring, patient portal utilization, and digital clinical trials.2 Digitally enabled care models and telehealth offer the potential to address the quadruple aim in a new era of high access, high quality, lower cost, and high experience care.3 While telehealth can potentially increase patient access to care, there is growing concern about its effect on the “digital divide,” where patients who lack internet access at home, device access, or the skills needed to efficiently utilize telehealth technology will not reap the benefits.4 The digital divide refers to the uneven access to technology across marginalized groups, demographics, and geographical regions. Achieving digital health equity – ensuring access to quality digital health resources, technology, and skills – requires a multifactorial approach and is vital as telehealth expands.
Traditionally, access has been a focal point, but understanding the needs around digital health literacy is critical to avoid exacerbating health inequities. Digital health literacy has been described as a super social determinant of health and relies on functional, communicative, critical evaluation, and translational competencies.5 There are many lessons to be learned from decades of experience in health literacy promotion as we delve into understanding the impact of digital health literacy on telehealth adoption and engagement. Approximately 9 out of 10 adults encounter difficulties with health literacy despite decades of interventions, including research, policies, and initiatives.6
With a growing emphasis on health equity, the definition of health literacy has evolved over the past decade. The previous definition focused on an individual’s capacity to understand health information, whereas the updated definition now emphasizes using health information to make well-informed decisions.7 It also now recognizes organizations’ roles in providing accessible, understandable, and equitable health information and services. Healthy People 2030 defines health literacy as:
We build on these well-recognized definitions in defining digital health literacy as an individual’s ability to leverage technology to find, understand, and use health information and services to inform decisions, including the role of organizations in equitably enabling individuals to leverage technology to find, understand, and use health information and services. Various tools have been used informally to assess digital health literacy; however, little is known about their potential impact on improving telehealth experiences from a patient and clinician standpoint. Currently, there is no validated or consensus instrument for screening patients who would benefit from additional support with telehealth engagement.
This study aims to assess existing digital literacy screening tools from both the perspective of patients and clinicians and analyze digital literacy screening tools for potential impact in improving telehealth experiences.
The authors searched published literature and lay press using a combination of the terms: telehealth, literacy, digital literacy, and screening tool. After an initial expert review (by authors MS and SK), the top five candidate screening tools were identified based on criteria of length, usability, patient-centricity, anticipated level of engagement, level of validation, and applicability to telehealth visits. The final list of five screening tools included those listed here.
A survey was developed by our research team to evaluate each screening tool across four domains: 1) Patient/Clinician-centricity/User Experience, 2) Motivation to use/Engagement, 3) Context, Impact, Relevance, and 4) Health Literacy. These domains have a basis in patient-centric co-creation design frameworks.13 The author’s previous work in this area was leveraged, where the Health Collaboratory’s Patient Shark Tank® uses a 12-domain structure in its proprietary scorecard, which was co-designed with patients, care partners, and clinicians and used to assess >2000 healthcare innovations. Four domains from the standard scorecard were selected for this assessment.14 Aside from coaching on the use of the survey to assess the tools, the prompts provided across each domain are listed in Table 1.
The survey also included questions to understand baseline demographics and overall comfort level with technology. To validate the survey before distribution, we conducted a pilot survey with three patients and three clinicians, where respondents completed the survey and then provided feedback on survey length, clarity of instructions, appropriateness of response options, and any other issues. Based on this input, we refined ambiguous wording and removed redundant or unclear questions. Pilot participant data were not included in the overall study.
Patient evaluators (n = 44) with a range of telehealth experiences and comfort with technology were recruited from the Collaboratory Health Network, an innovation hub that advances health equity and care through participatory co-design between patients, care partners, clinicians, and subject matter experts. Clinicians (n = 24) with a range of telehealth experience were recruited via email outreach and were requested to evaluate these survey instruments across the same domains.
Patients and clinicians rated each screening tool across the domains on a 5-point Likert scale and also provided open-ended feedback. The quantitative ratings and qualitative feedback enabled comparative evaluation of the screening tools to determine the most effective and implementation-ready. The patient and clinician surveys were hosted and distributed on SurveyMonkey.com.15 The screening tools are available in the Appendix. Both groups completed the online survey between November 2022 and March 2023.
Gender balance was similar between clinicians and patients. Clinicians tended to be younger and had a higher percentage of Asian participants than patients. Patients spanned more generations and had higher proportions of Black/African American and Hispanic/Latino participants (Table 2).
Clinicians (100%) reported higher comfort levels with technology than patients (93%). Similarly, more clinicians (96%) than patients (82%) rated themselves as “comfortable” or “very comfortable” using technology to communicate with healthcare teams. For channels used for healthcare interactions, telephone calls were the most common for both groups (93% patients, 88% clinicians). A much higher percentage of clinicians reported using email (58% vs. 5% of patients), texting (37% vs 5% of patients), and video visits (96% vs. 52% of patients) for healthcare interactions. Patient portals were used by 45% of patients versus 83% of clinicians (Table 3). Overall, clinicians reported greater comfort with technology for healthcare communication and more frequent usage of a wider variety of digital communication channels than patients.
The open-ended feedback highlighted the strengths and weaknesses of the screening instruments (Table 4). Patients expressed concern about terminology such as “literacy” and questioned the relevance of the frequency of technology use to skills. “Brevity doesn’t equate to relevance” for patients, while clinicians preferred short and sweet screeners. Overall, patient and clinician open-ended responses provided insights into why certain telehealth literacy screening tools were rated higher or lower (Table 5).
Patients ranked the TCS highest overall, while clinicians ranked the DHLS highest. Patients gave the TCS the highest ratings for all subdomains (user-centricity, engagement, relevance, and ease of health literacy). Similarly, clinicians rated the DHLS subdomains the highest across the board.
The DLSAT ranked high for both groups and received above-average ratings across all categories. Interestingly, while the TLST is the only telehealth-specific tool, it was only ranked 3rd and 4th for patients and clinicians, respectively. The eHEALS was consistently the lowest-ranked tool by both patients and clinicians. It did not receive the top overall ranking from any participants.
Telehealth engagement encompasses a complex set of interacting factors, which serve as the building blocks to achieving digital health equity. Typically, there has been a focus on patient engagement in adoption efforts. Yet, telehealth engagement requires a dual-pronged approach, including strategies to engage clinicians equitably. Based on the study findings and supplemental co-design work in developing the Techquity tool described below, we developed a telehealth engagement architecture that reflects multitiered drivers (Figure 1). Access and competency form the foundation. Digital literacy and relevancy build upward to motivate adoption, whereas trust and preferences drive engagement over time. As we saw in the survey results, there can be a disconnect between patient and clinician perspectives. Incorporating these differing perspectives will enable better alignment in screening and approaches to engagement.
Fig. 1. Telehealth engagement drivers.
Access is the basic foundation of digital inclusion and connectivity. The telehealth engagement domain typically receives the most focus through various screenings and strategies to bridge the digital divide. Access to basic broadband services and smartphones has increased since 2019, and 91% of Americans have at least one of these technologies.16 Patient access and alerting care teams about these access gaps are essential to addressing this disparity. A recent study showed that a majority of physicians were not knowledgeable of their patients’ internet connectivity, ability to pay for cellular plans, or video-capable device access.17 Targeted interventions (such as providing tablets to veterans experiencing homelessness) have been instrumental in closing the gap.18 However, telehealth engagement requires a focus on many other areas, as described in the additional drivers.
Competency is another key domain in telehealth engagement that focuses on the cognitive ability and demonstration of technical skills in efficiently utilizing technology to evaluate and actively participate in a telehealth interaction. Utilization of technology doesn’t always translate into proficiency, and many of the telehealth screeners that were assessed also focused on the individual’s competency. Tools, such as the John Hopkins Electronic Health Record (EHR) interface,19 have also been deployed at the point of care to identify patients who may need technical assistance based on risk factors, such as whether they have a patient portal account, completed an e-check in or engaged in a video visit within the past 3 months. Targeted telehealth education has also improved telehealth engagement in older adults.20 Although there has been more focus on patient competencies, there is also a gap in understanding clinician competencies and providing clinicians with the necessary skills to engage in telehealth.21,22
Digital literacy is the degree to which people can find, understand, and use information and services to inform health-related decisions and actions “through technology,” and an organization’s responsibility in enabling this. Many telehealth screeners only address digital literacy at a very high level through self-reported surveys; however, like health literacy screeners, literacy assessment has limitations and can be difficult to measure.23 Clinician digital literacy is equally important to assess, as care team digital literacy can improve their attitudes toward and engagement with health information systems, resulting in safer and more high-quality care.24 In the author’s experience, clinicians’ comfort with technology greatly improves their ability to problem-solve and coach a patient through connecting on a video visit. The rise of the digital-native physician includes a workforce that is interested in augmenting virtual care with additional digital health technologies, including remote patient monitoring, digital devices, and artificial intelligence.25
Relevancy and context matter and can be defined as the interrelated circumstances and factors that can help someone better conceptualize a situation and ultimately influence the choices and decisions made. Context and relevance are intertwined aspects of telehealth engagement, and when something is considered relevant, it’s perceived as important in a particular situation. Relevancy was a domain that emerged throughout the assessment of telehealth screeners, where patients emphasized a lack of connection to what matters to them and how relevant the questions in the screeners were to improving their care. Often, these screeners are provided without context on how the information will be used and/or acted upon. This concern has also surfaced with basic demographic questions patients are often asked at the point of care. Patients need to understand the actions that will be taken based on information collected to understand the relevance to their illness and/or healthcare services provided. Clinicians and care teams need to understand the actions they may need to take based on patient information collected, accounting for workflow constraints and barriers to adoption.
The determinants of trust in digital health require additional exploration. Trust is fundamental to the patient–doctor relationship and can impact telehealth adoption and engagement. Black patients were more than four times more likely than Caucasians to seek healthcare in the emergency department instead of telehealth services due to mistrust of digital platforms and a lack of pre-established relationships with physicians.26 Undocumented immigrants have expressed concern about using telehealth services for fear of information being shared with law enforcement agencies, which could lead to negative consequences.27 Despite telehealth’s value, data privacy and security concerns have hindered perceived benefits and adoption.28 Developing clinicians’ trust toward a patient is equally important for sustained telehealth engagement. Physicians mistrust patient-reported vitals and home diagnostic tests.29 Assessing and allaying causes of mistrust is an important aspect of a telehealth engagement.
Preferences are the choices that people express based on beliefs, attitudes, and personal values. With a heightened focus on improving patient satisfaction and the overall healthcare experience, respect for a patient’s preferences has emerged as a key tenet of patient-centered care. Regulatory bodies have also emphasized prioritizing patient preferences through guidance documents and requirements and incorporated them into research studies over the years.30 Despite the spotlight on patient preferences in research, methods to act upon these preferences at the point of care are lacking. In addition, clinicians’ preferences around preferred methods of interacting with patients must also be considered.
In summary, a telehealth engagement architecture spanning the full range of access, competency, digital literacy, relevancy, trust, and preferences provides valuable context on telehealth adoption and engagement. This highlights opportunities to build upon existing digital literacy screening tools to comprehensively profile the interrelated needs and goals of patients and clinicians using these key drivers to influence the overall efficacy of the telehealth interaction. Achieving equitable telehealth engagement requires understanding the multilayered drivers that can evolve. Our findings highlight key differences between patients and clinicians that impact these drivers. Co-designing equitable digital health tools that serve patients’ and clinicians’ needs and preferences requires human-centered design strategies that integrate repeat cycles of ideation, prototyping, testing, and refinement by actively involving all end users in the development process from inception to implementation.
An example of this includes the author’s use of a participatory co-design process with patients, care partners, and clinicians in developing the Techquity Tool (https://techquity.health/), which elicits technology preferences around various healthcare interactions to support telehealth engagement.31 Strategies that promote inclusiveness and equity-centered perspectives are critical in ensuring diverse insights are harnessed in developing telehealth engagement tools. Co-designed tools can be further evaluated and validated once released into live environments to further understand the unique elements of people’s experiences with the digital health ecosystem so that any potential impacts on health inequity can be evaluated and addressed. In addition, any workflow disruptions and barriers to implementation can also be evaluated across care teams. Implementation science models should be used to understand how evidence-based interventions can be adapted and optimized in real-world contexts and settings. A comprehensive telehealth engagement architecture, which must include screening, education, and training support for both patients and clinicians, is imperative to close equity gaps and realize the promise of telehealth.
This study includes several limitations. The survey was sent to patients and clinicians in English and completed online. We did not specifically assess patient baseline health literacy, and we recognize that clinicians may also not have proper training to detect reading levels in text or identify plain language.
None.
Both authors (MS and SK) contributed equally to this article’s conception, data collection, data analysis, writing, and editing.
The authors used the Claude.ai large language model developed by Anthropic for phrasing and editing of original author content to improve readability.
Copyright Ownership: This is an open-access article distributed in accordance with the Creative Commons Attribution Non-Commercial (CC BY-NC 4.0) license, which permits others to distribute, adapt, enhance this work non-commercially, and license their derivative works on different terms, provided the original work is properly cited, and the use is non-commercial. See: http://creativecommons.org/licenses/by-nc/4.0.
1. Digital Literacy Self-Assessment Tool (DLSAT)
Citation: https://edtech.worlded.org/resource/digital-literacy-self-assessment-tool/
https://docs.google.com/document/d/1Oz2jPEKxKjT3YBlDwMf1s_clxMYmZFJIMyZERyz_ya0/edit
Instructions for learners—Please answer all of these questions. Ask for help if you need it! Your answers are confidential. We will use them to help us learn what you need to learn most.
I have this type of device.
Smartphone
Tablet
Computer
How often do you use each type of device?
Smartphone
Tablet
Computer
Smartphone
Tablet
Computer
Turning a computer on and logging on
Using a mouse and keyboard
Navigating around a website
Setting Favorites or Bookmarks on your web browser
Using Google Search or other search engines
2. Electronic Health Literacy Scale (eHEALS)
Citation: https://www.ncbi.nlm.nih.gov/pmc/articles/PMC1794004/
Instrument: https://www.jmir.org/article/viewFile/507/1/2977
I would like to ask you for your opinion and about your experience using the internet for health information. For each statement, tell me which response best reflects your opinion and experience right now.
Thank you!
3. Digital Health Care Literacy Scale (DHLS)
Please indicate your agreement with the following statements.
I can use applications/programs (such as Zoom) on my cell phone, computer, or another electronic device on my own (without asking for help from someone else)
I can set up a video chat using my cell phone, computer, or another electronic device on my own (without asking for help from someone else)
I can solve or figure out how to solve basic technical issues on my own (without asking for help from someone else)
4. Telehealth Literacy Screening Tool (TLST)
Citation: https://www.ncbi.nlm.nih.gov/pmc/articles/PMC8925120/
Tool: https://www.ncbi.nlm.nih.gov/pmc/articles/PMC8925120/bin/adr-6-adr210024-s001.pdf
Patient Questionnaire
Access to technology (1–4)
If answered yes or sometimes to having internet (1):
Please answer the following questions to the best of your ability. The questions relate to your baseline use and exclude the help of another individual.
Technological literacy (5–8).
eHealth literacy (9–12)
5. Technology Comfort Survey (TCS)
Citation: https://pubmed.ncbi.nlm.nih.gov/34384588/
What cell phone do you have (circle one)?
What kind of internet access do you have at home (circle all that apply)?
Please circle the answer that best represents your response
How often do you have someone help you read hospital materials?
How often do you have problems learning about your medical condition because of difficulty in understanding written information?
How often do you have a problem understanding what is told to you about your medical condition?
How confident are you filling out medical forms by yourself?
For each of the following questions, circle a number from 1 to 10 where 1 indicates that you are very uncomfortable (terrible) performing the task and 10 is highly comfortable (excellent).