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Enhancing care in the initiation and management of insulin in older people with diabetes: A collaborative journey with older individuals and their caregivers using Experience-Based Co-Design

  • Chaya Langerman ,

    Roles Conceptualization, Data curation, Formal analysis, Investigation, Methodology, Project administration, Validation, Writing – original draft, Writing – review & editing

    chaya.langerman@kcl.ac.uk

    Affiliation Florence Nightingale Faculty of Nursing, Midwifery and Palliative Care, King’s College London, London, United Kingdom

  • Angus Forbes,

    Roles Conceptualization, Methodology, Supervision, Writing – review & editing

    Affiliation Florence Nightingale Faculty of Nursing, Midwifery and Palliative Care, King’s College London, London, United Kingdom

  • Glenn Robert

    Roles Conceptualization, Methodology, Supervision, Writing – review & editing

    Affiliation Florence Nightingale Faculty of Nursing, Midwifery and Palliative Care, King’s College London, London, United Kingdom

Abstract

Introduction

Initiating insulin therapy in older individuals with type 2 diabetes (T2DM) poses unique challenges and requires a nuanced understanding of the age-related factors that impact safety and efficacy. This study employed Experience-Based Co-Design (EBCD) to enhance the insulin initiation and management experience for this population, emphasising a collaborative approach involving patients, caregivers, and healthcare professionals.

Aim

The primary aim of the research was to develop a tailored care pathway, utilising co-design and the Behaviour Change Wheel (BCW), which addressed issues specific to older adults on insulin therapy. The study sought to identify key challenges, propose practical interventions, and construct a logic model illustrating a pathway for enhanced insulin treatment experiences.

Methods

An adapted EBCD process was used which integrated the Medical Research Council (MRC) Framework and BCW. The study involved thematic synthesis, video interviews, and feedback focus groups with patients, caregivers, and healthcare professionals. The ’Crazy Eights’ brainstorming method, as part of the co-design workshop, generated practical solutions which informed subsequent logic model development.

Results

Focus group findings revealed distressing insulin initiation experiences, inconsistent dietary advice, and perceived disparities in care between type 1 and type 2 diabetes. The co-design workshop identified eight key challenges, leading to proposed interventions aligned with the BCW. The logic model illustrates a pathway for older individuals undergoing insulin treatment, emphasising behaviour change among patients, caregivers, and healthcare professionals.

Conclusion

The collaborative efforts of participants contributed valuable insights in terms of the unique educational and emotional needs of patients, the importance of care continuity and of improving access to specialist services. Findings from this study can be used to inform and enhance tailored support strategies for older adults with T2DM during their insulin transition and ongoing management.

Introduction

Insulin initiation in older people with T2DM is an important step in achieving optimal glycaemic control and preventing diabetes-related complications [1]. As diabetes progresses, many older adults require insulin therapy to effectively manage their blood glucose levels. However, when initiating insulin in this population it is important to consider age-related factors that can impact on the safety and efficacy of the therapy. These factors can include increased frailty, cognitive decline and functional impairment [2]. Previous studies have shown that older adults with T2DM may have multiple challenges to insulin initiation [35]. These include a fear of injections, worries about hypoglycaemia, and concerns about potential medication side effects [6, 7]. Healthcare providers have been urged to address these issues through patient education, improved communication, and reassurance about the benefits of insulin therapy [6, 8].

A recent thematic synthesis focused on the issues experienced by older people with T2DM who were using insulin [9]. It found that older adults often harbour negative attitudes towards transitioning to insulin and that changes to their cognitive and physical functioning could impact their ability to use insulin appropriately. Additionally, it highlighted the importance of considering carers’ needs, given the wider physical, emotional, and financial consequences of diabetes that can affect families [9]. Such findings identify a need for an approach to insulin management which is tailored for older people and their carers. The importance of involving vulnerable individuals in research to enhance services has been acknowledged [10]. However, few studies have involved service users and professionals to collaboratively develop effective care for older people with diabetes. In this paper, we describe a co-design study involving older people, their carers and health professionals. The aim of the study was to understand how best to organise services and enable professionals to effectively support older people transitioning to insulin.

Co-design is a creative way of understanding experiences and improving services through the adoption of ‘human-centred’ design methods, tools, and processes [11]. Despite variations in co-design approaches, all emphasise sharing power with stakeholders to make informed design decisions and develop more acceptable and feasible interventions [12, 13]. One method of co-design which was developed to improve the experiences of patients in healthcare services is EBCD [14, 15]. Developed in 2005, EBCD has been proven as an effective way of improving healthcare services through participatory action research involving patients, families, and staff [1619]. As a result of using the EBCD approach [20], a number of service improvements activities have been reported [21]. For example, in one recent study [17], older individuals experiencing frailty and their carers informed the optimisation of a multifaceted intervention to improve the process of discontinuing medications.

The approach adopted for this study was an adapted form of EBCD which focused on the perspectives of both older people with T2DM, carers and staff. It also recognised the transformative possibilities of engaging each in co-design which could lead to broader impacts on health and well-being [14, 15]. We aimed to identify the common issues that older people face in relation to their use of insulin, and work collaboratively with all stakeholders to identify supportive interventions and solutions [22, 23]. It is important that new interventions which result from EBCD are underpinned by theory. During the early stages of intervention development, research focuses on how an intervention can change behaviour. We therefore utilised the Behavioural Change Wheel (BCW) [25] and its associated Behaviour Change Theory (BCT) v1 [24] as it provides a framework for the systematic design and development of behaviour change interventions. As a final step, our study sought to develop a logic model which would illustrate how novel and ongoing care procedures could be optimised for older adults with T2DM. The model was constructed to visually represent proposed service developments, professional inputs and educational interventions in terms of their delivery mechanisms, intended effects and outcomes for older people [25, 26].

Methods

Theoretical frameworks

Incorporating the phases of the EBCD approach as outlined by Robert et al. [14] into the MRC Framework for complex interventions [27] can enhance the engagement of both service recipients and providers. The MRC Framework comprises four broad phases of intervention identification/development, feasibility, evaluation, and implementation. EBCD fits within the development phase of the MRC framework, focusing on understanding the problem, identifying issues, and planning changes [14, 15, 28]. Patients, caregivers, and clinicians are engaged as collaborative partners throughout these different elements of an intervention’s co-design process.

EBCD is usually a six-stage process [20] which involves: 1) project set up; 2) gathering the experiences of staff; 3) filming in-depth interviews with patients and carers and/or observation, and using these to construct a short “trigger film” of patient narratives; 4) bringing patients, carers and staff together to view the trigger film and to identify shared priorities for change; 5) working in small project groups of patients and staff to focus on challenges prioritised in previous workshops to find solutions; and 6) holding an event attended by all to celebrate the achievements of the project groups. In particular the trigger film features a range of “touchpoints,” and has been found to be a useful way to highlight patient perspectives to engage staff and patients to focus on priorities for change [29]. Touchpoints are specific moments in the care journey that elicit strong emotional feelings and play a significant role in shaping a person’s experiences [30].

The EBCD [15] approach implemented in this study was subject to certain modifications to better fit the needs of our participants and organisational context [11]. These modifications were in response to the challenges of recruiting and retaining older participants across multiple events, as many were burdened by serious health conditions. Thus, the EBCD process was shortened to include just a single co-design meeting and omitted the smaller co-design project groups and final celebration event. Although local adaptations to the EBCD approach are common [22, 31], their effect on our research data is further considered under the limitations section.

Improving the experience of older people on insulin may depend on changing the behaviour of healthcare professionals and of the older people themselves. Recent approaches have integrated EBCD with the Behaviour Change Wheel [32] along with its associated Behaviour Change Theory (BCT) v1 [24] to guide the co-design of complex interventions which involve service users and various stakeholders [33]. The BCW is a comprehensive framework that aligns behaviour change outcomes with intervention elements. It was developed from a systematic review of 19 behaviour change frameworks used in previous interventions [25], offering a structured approach to understanding and implementing effective behaviour change strategies. The BCW has been applied in interventions aimed at fostering behaviour change in both individuals diagnosed with diabetes and healthcare professionals [26]. The BCW [32] along with its associated BCTv1 [24] features nine intervention functions (i.e., ways in which an intervention might change behaviour). These are: education, persuasion, incentivisation, coercion, training, enablement, environmental restructuring and restrictions. Each of these functions has the potential to influence behaviour change. The BCW is therefore a useful model for shaping the ‘active ingredients’ of interventions, and has been used in a previous study which developed behavioural interventions for older people [34].

In this study, we integrated the EBCD approach with the initial stage of the BCW. This stage encompasses understanding the behaviour through: thematic synthesis of relevant literature to identify common themes (stage 1 of EBCD); identifying and selecting the target behaviour by conducting interviews (stage 2 of EBCD) followed by feedback workshops with patients, caregivers, and healthcare professionals (HCPs); selecting the target behaviour (stages 2 and 3 of EBCD) and determining what aspects need to change at the co-design focus group (stage 4 of EBCD). Fig 1 provides a visual representation of this process.

Procedure

Stage 1: Setting up the project.

Initially a thematic synthesis of the experiences of older people using insulin was performed [9]. Qualitative video interviews were then undertaken with 14 older people and their carers to gather experiential data on their perspectives on insulin use, and also to construct a trigger film featuring emotional touchpoints. Using purposive sampling, we then recruited older people and informal carers to take part in the co-design activities. The inclusion criteria were: 1) potential participants who were over 70, diagnosed with T2DM and who had been undergoing insulin treatment for between 6 to 48 months; 2) informal carers (friends or family members) caring for this population. Carers could be those supporting participating older people, but their relatives did not have to be taking part for them to be eligible; and 3) diabetes specialist nurses who were affiliated with King’s College London and specialised in the management of diabetes in older individuals on insulin. In accordance with the online EBCD toolkit [35] which provides guidance on how to conduct EBCD research, we aimed to recruit up to 15 patients, carers and staff participants for stages 2–4 of the study. We selected individuals aged over 70 years, aligning with the European Diabetes Working Party’s definition of older people with T2DM [36]. The window of insulin initiation of between 6–48 months was adopted to ensure people were familiar with the regimen but to avoid difficulty with longer term recall of transition experiences.

Recruitment.

Due to COVID-19 restrictions at the start of the study, all participants were recruited virtually from across the UK. Recruitment took place through the websites of the voluntary organisation Diabetes UK (DUK) and from the research networks of the National Institute of Health Research (NIHR). These platforms served as online spaces for hosting the study advertisement (see S1 File). Interested participants could directly email the lead researcher (CL) if they wished to participate and received written information about the various focus groups and workshops. They were also able to talk to the lead researcher about the purpose of the research and implications of participating. People were invited to attend all the activities in the EBCD process but were also offered the flexibility to choose which ones they wished to participate in. Recruitment commenced on April 1, 2022, and concluded on May 25, 2023.

The lead researcher, CL, is an academic researcher with an interest in co-design and peoples’ experiences of healthcare including diabetes services. Other team members were GR, who is an academic methodological expert in EBCD, and AF who is also an academic and specialist clinical nurse with experience of treating people with diabetes within the UK’s National Health Service (NHS).

Ethics.

Approval for the study’s ethical aspects was secured from the Psychiatry, Nursing and Midwifery Research Ethics Subcommittee at King’s College London, UK (references LRS/DP-21/22-27077 and RESCM-22/23-27077). All participants provided their consent in writing before taking part, including explicit permission for excerpts of their video interview to feature on the trigger film. To maintain confidentiality, we ensured that the interviewer was working in a private space at the time of the interview recording and that the interviewee was also alone unless they specifically wished their carer to be present.

Stage 2: Development of trigger film from interviews with older people and carers

Interview analysis.

The interviews were recorded digitally, transcribed word-for-word, and then loaded into NVivo version 10. Framework analysis was adopted as the analytical method because of its adaptable but well-structured approach, and lack of strict alignment with a specific theoretical framework [37]. Trustworthiness [38] was ensured through employing a robust team-based approach to analysis, decisions being documented to ensure transparency, audit trails recorded, and reflexivity encouraged. Three primary themes were generated from the interview analysis, each consisting of six sub-themes: Theme 1 –The transition to insulin (subthemes: adapting to insulin use, negative emotions connected with insulin use); Theme 2 –What we need from a service (subthemes: better information about insulin, a holistic streamlined service); and Theme 3 –Empowering older people (subthemes: supporting autonomy, do we matter?). Detailed findings from these interviews can be found in a separate paper (publication in process).

Trigger film development.

In the next stage, researchers CL and GR repeatedly watched the raw footage of the videoed interviews to select touchpoint moments and create a trigger film [19]. Guided by the themes generated by the qualitative analysis, the researchers looked for key interaction moments between older people and services where something could have been done better or revealed a particularly good experience [39]. These touchpoints were then classified into one of five film chapters which broadly reflected the chronological stages of transitioning to insulin (see Table 1). Initially a 60-minute film was created by CL and GR, and this was subsequently refined by the same authors to create a cohesive and insightful 30-minute film. Support from a professional film producer, and the use of headings and subtitles ensured that the film was of good quality before viewing by stakeholders. Identified touchpoints included: insufficient provision of insulin-related information; the capacity for self-administration of insulin; restricted access to and communication with healthcare experts; and emotional well-being concerns.

Stage 3: Patient/carer and Healthcare professionals (HCPs) feedback focus groups

In the third stage, two online focus groups were organised to gather feedback on the trigger film from both patients and their caregivers. The groups lasted between 1–2 hours and were audio-recorded with permission. They were facilitated by CL who has extensive experience of running group discussions within research settings. Patient/carer groups were held virtually on Microsoft (MS) Teams due to patient preferences. Participants were prepared and guided on the use of technology by the researcher. A third focus group was held with clinicians based at King’s College London to gather staff feedback on the trigger film. This was a hybrid focus group (in person and virtual) due to staff preference. The hybrid focus group was conducted with staff present in a room equipped with a TV screen displaying those staff attending virtually. All participants were briefed about the format, and most were familiar with this way of working.

The trigger film was viewed one chapter at a time and participants were asked to validate that the issues identified in the film resonated with them. In all three focus groups, participants were also invited to identify any significant issues that they felt had not been represented. Participants were then encouraged to think about what collaborative efforts could be undertaken by patients, carers, and healthcare staff to improve each issue identified. Participants were urged to draw from their personal experiences when considering these improvements but also to consider the wider impact of such changes. While participants were free to engage in open discussions among themselves, CL facilitated these dialogues by guiding conversations back to insulin initiation and ongoing management when necessary. The results of these focus groups are documented in Table 3.

Stage 4: Joint co-design workshop

Patients, carers and HCPs from the previous focus groups were subsequently invited to a joint workshop. Due to participant preference, this workshop was conducted remotely on Microsoft (MS) Teams. All participants collectively reviewed the challenges identified during the previous focus groups and decided jointly which were most important for improving care. Participants were then tasked with generating ‘How might we?’ (HMW) statements. HMW is a design thinking method [40] which involves defining a problem, an action to address the problem, and then considering the likely impact of this action. Brainstorming was then encouraged through the use of a ‘Crazy Eights’ technique [41, 42] to develop novel solutions to these problems. This approach asks participants to generate as many ideas or solutions as possible within an eight-minute timeframe to encourage creativity and avoid overthinking. Finally, participants shared their ideas from the brainstorming session and voted on which held most promise as a potential intervention to improve diabetes services.

Stages 2 to 4 took approximately 30 months to complete due to disruptions to the research process caused by COVID-19 restrictions. Given social contact restrictions and the difficulties retaining older participants across multiple phases of the research, only one co-design workshop was conducted, and no final celebration event was held.

Development of the logic model.

After the co-design events, the research aimed to develop a logic model to visually represent possible interventions which targeted behaviour to improve care outcomes for older people transitioning and managing insulin treatment. We chose to develop a basic Type 1 model [26] aligned with the Kellogg Foundation’s approach [43]. This model provides a foundational framework for intervention planning and is considered resource efficient during the early planning phase of an intervention.

The logic model was developed after synthesising feedback from the co-design discussions, the thematic synthesis and the interview data. The interview data themes, and associated trigger film were an important catalyst to reaching consensus about what challenges should be prioritised. This information therefore formed the basis of the logic model. Most logic models are usually structured around a series of causal relationships, often articulated through “If-Then” statements that guide the flow of activities, outputs, and outcomes of logic models [44]. In this research, the process of forming “If-Then” statements was carried out by the researcher after the co-design workshop had been conducted. The statements were based closely on discussion between the participants and the researcher (CL) at the workshop. The solutions identified to address challenges formed the “If” part of the statements. The “Then” parts reflected participants’ perceptions of the impact from these changes. Initially the data extracted from the co-design meeting was organised into distinct ’If-Then’’ tables for each topic. Subsequently, these tables were amalgamated to create comprehensive “If-Then’’ statements that underpinned the program’s logic. Evidence from the thematic synthesis and wider literature was also used to generate outcomes within the model. The initial model underwent further refinement through sharing it with healthcare professionals and researchers to ensure feasibility and accuracy, particularly in terms of the potential short and longer-term outcomes.

The individual ideas emerging from the Crazy Eights sessions were not included in the logic model as they would require further development. However, intervention categories e.g. ‘positive conversations’ were generated for the logic model to indicate the broad areas where intervention development was needed. Accordingly, the Crazy Eights suggestions were classified in terms of their intervention function using the BCW in order to aid future selection and development of these interventions.

The study reporting adhered to the COREQ guidelines [45].

Results

Overall, 18 participants engaged in the EBCD process across all phases. Two patients and one carer participated in all stages (see Table 2).

Findings from older people/carer and HCP focus groups

Stakeholders responded to the issues featured in each chapter of the trigger film (Table 3). Older people recognised the negative feelings experienced during insulin initiation. They also shared their perspectives on inconsistent dietary advice, the disconnection between primary and secondary care and limited access to personalised information. Furthermore, older people noted a perceived disparity in the care provided for type 1 and type 2 diabetes, underscoring the importance of greater involvement of patients and caregivers in decision-making. HCPs agreed with the challenges expressed by older people and their caregivers.

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Table 3. Summary of key challenges identified in the feedback focus groups and concordance between groups.

https://doi.org/10.1371/journal.pone.0302516.t003

Findings from the Co-design workshop

At the beginning of the workshop, participants worked towards a final consensus on eight key challenges which would be important to focus on in future intervention development. These are presented in Table 4, column 1. Using the HMW approach, patients and staff thought of various practical ways of addressing these issues by thinking about service improvements and novel initiatives to support their care (see Table 4, column 2). Some ideas involved making changes at a service level, for example, being given access to specialist dieticians. There were also calls for better visual representation and translation of information to accommodate diverse learning styles. In addition, patients wanted more support with their blood glucose monitoring and insulin management. Participants were also asked to think about the practical impact of introducing these changes to care (Table 4, column 3). For example, participants believed that being given more self-management support would help to improve their confidence and their ability at optimising their medication use. The ‘‘Crazy Eights’’ method had generated many solutions for the ‘How might we?’ statements. For instance, to address the issue of diverse learning styles, creative suggestions included a website with translation options and auditory features akin to platforms like Audible. After this process, participants in the workshop employed a voting process to help determine which of the “Crazy Eights” ideas were most likely to bring about positive change and enhance their experiences (see Table 4 column 4).

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Table 4. Summary of main priorities identified during co-design workshop.

https://doi.org/10.1371/journal.pone.0302516.t004

The logic model

This logic model (Fig 2) delineates a possible pathway for older people deemed suitable for insulin treatment, reflecting intervention solutions proposed by the participants at the co-design workshop. The main issues facing older people, which were derived from challenges identified in the interviews (Table 3) and were grouped into three main areas for the purposes of the logic model. These were: transition to insulin (encompassing aspects related to patient knowledge, readiness, and the psychological impact on both patients and caregivers); social challenges (including emotional support and addressing stigma); and healthcare services (with a specific focus on age-appropriate diabetes services. In the feedback focus groups, participants pinpointed specific target behaviours that needed modification. These included altering the approach to providing information to both carers and older individuals and actively involving older people in decision-making about their care. Subsequently, during these focus groups, consensus was reached on the identified target behaviours that necessitated change. In the subsequent co-design workshop, participants further aligned on the necessary modifications to these behaviours. To illustrate, to support older peoples’ transition to insulin, challenges included a psychological impact of moving on to insulin and a lack of knowledge about insulin management. A training intervention was proposed by participants to empower nurses to engage in positive and motivating conversations with patients. Similarly, an education intervention was proposed to enhance older peoples’ comprehension of insulin regimens which was tailored to their age and individual capacity. Both of these approaches were considered by stakeholders as having the potential to increase patient empowerment and self-efficacy. In the longer term, research suggests that such input may increase self-management and reduce healthcare costs.

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Fig 2. Logic model of proposed initiatives for improving older individuals’ experiences of insulin transition and management–- priorities, activities, outcomes and impacts.

https://doi.org/10.1371/journal.pone.0302516.g002

Discussion

This research uncovered the absence of a well-defined care process for older individuals undergoing insulin treatment. It is evident from stakeholder input that what is needed is a personalised care pathway that considers each individual’s unique requirements. We have chosen to guide our intervention development using the BCW. This decision is driven by our goal to encourage older people, family carers, and healthcare professionals to embrace new behaviours that will enhance their experiences with insulin transition and management [22].

Older people with T2DM emphasised that positive conversations with doctors and nurses significantly contributed to their initial acceptance of insulin [46] and encourages patients to accept and adhere to insulin therapy. Previous research has shown that social support from peers plays a crucial role when individuals are initiated on insulin therapy [47]. Peer support can promote more effective management behaviours and helps individuals cope with negative emotions [48]. This study highlights the importance of providing appropriate age-tailored education to enhance self-efficacy and self-management. A previous study [49] highlighted that patient knowledge and understanding of insulin treatment can significantly influence their chances of successful transition. Therefore, it is crucial to assess an older person’s understanding and provide access to education when needed. The importance of shared decision-making to fostering patient satisfaction with treatment is highlighted by Montro et al. [50].

Capacity assessments are essential to tailor care according to individual patient needs [51]. Sinclair et al. [52] emphasise the heterogeneity of the older population. Throughout their insulin journey, older individuals may experience frailty, requiring adaptations in their care to accommodate changes in both physical and mental capacity. Conducting capacity assessments is an ongoing necessity, not only at the initiation of insulin but also throughout the treatment process. Evaluating an older person’s ability to perform daily activities [53] which can influence their aptitude for administering insulin or monitoring glucose levels is important. Furthermore, assessing their visual capabilities is essential for tasks such as reading insulin labels, accurately measuring doses, and checking glucose levels. Evaluating fine motor skills is crucial, particularly for the precise administration of insulin using devices like pens or syringes. Additionally, understanding psychological capacity, including an older person’s motivation for self-management and their ability to remember when to take insulin, is integral to a comprehensive assessment [54].

Upskilling practice nurses represents a significant transformation in the current care paradigm for older individuals on insulin. An expanded skill set can enable nurses to provide crucial support, capacity assessments, education, and emotional assistance. There is certainly evidence of a positive impact of individualised care provided by nurses on patient outcomes [55]. Active efforts by some nurses to deliver personalised care, results in increased time spent with patients and higher patient’s satisfaction levels [56]. Furthermore, expanding nursing roles to encompass holistic care, extending beyond diabetes management, has been shown to have positive implications [57]. Nurses should be trained to have adequate knowledge about diabetes and insulin [58] to ensure sufficient consultation skills. While nurses play a crucial role, a team-based approach in diabetes care is vital for patient-centred care [59]. However, this approach may lead to work overload, especially for nurses who make take on the responsibilities of other healthcare providers. This challenge may be exacerbated by a shortage of manpower which is a persistent issue in diabetes care [60]. Additionally, nurses in our study reported feeling unprepared for advanced roles in diabetes care, which emphasises the ongoing need for capacity building to maximise the impact of their role.

Future research

The proposed logic model highlights the need for healthcare professionals to change their behaviour alongside a structural alteration in care delivery to improve older peoples’ experiences of insulin initiation and management. This proposed strategy aims to assist people in enhancing their insulin usage in a personalised manner, with the goal of improving their experiences. Additionally, the pathway proposes optimising the support given by Practice Nurses (PNs) and General Practitioners (GPs). These proposed improvements are predicated on the positive impact they should have on both older peoples’ quality of life and overall health. We have identified the intervention functions (BCW) of these novel approaches to diabetes care in order to guide their development in behavioural terms. Further development of the personalised interventions described by stakeholders such as the “insulin passport” would require a collaborative design process involving older people, their caregivers, and healthcare providers. This would be crucial, especially within the context of general medical practice.

Limitations

The evolving pandemic restrictions and guidelines had an impact on certain aspects of this co-design project. In the early stages of the COVID-19 pandemic, challenges with connectivity, digital access and digital literacy, particularly among older people and ethnic minorities, were reported [61]. Therefore, before resuming co-design workshops with older people, we assessed participant’’ technical capabilities and digital readiness. We ensured that those facing difficulties with mobile data allowances or whose current devices did not support virtual meetings were offered assistance. We provided clear instructions for downloading the MS Teams TM app. To ensure a smooth transition to virtual meetings, we organised a practice virtual session to test internet connectivity and so that participants could familiarise themselves with platform features like chat, raising hands, and adjusting camera settings. Additionally, this virtual practice provided an opportunity for us to connect with participants and develop rapport, which helped ease any initial discomfort. All participants were encouraged to send follow-up emails, especially if they encountered connectivity issues during the co-design workshop. Throughout the co-design process, we maintained open communication through emails, progress updates, and action points.

Initially, obtaining NHS ethics approval was delayed significantly due to COVID-related disruptions. Consequently, we opted to recruit participants from DUK groups and the NIHR people in research network. However, DUK groups suspended their meetings during the pandemic which further limited access to potential participants. Although the challenge of online recruitment made it difficult to maximise variation in the sample, recruiting from DUK groups across the UK rather than at local clinics ensured that older people from a wider range of geographical locations participated. Recruiting and retaining participants virtually also presented challenges. To accommodate participant withdrawals at various stages, we modified the EBCD approach, focusing on setup, feedback meetings, and a single co-design session. Despite these adaptations, the study yielded valuable and novel data about the experiences of older individuals with T2DM and their caregivers.

Whilst our original goal was to recruit a larger number of participants, we were able to gather substantial insights from the smaller sample recruited, allowing us to complete the EBCD process. The concept of ‘information power,’ highlights that when the sample holds a wealth of relevant information, a smaller participant group can still be sufficient for the study’s purposes [62]. While the limited sample size in this study may be viewed as a potential constraint, the in-depth dialogues conducted by an experienced researcher during interviews and focus groups greatly enriched the information quality.

Finally, we acknowledge that constructing a logic model involves an interpretive process. There could potentially be alternative models or theoretical frameworks that align with the program’s logic, and the model might have taken a different form if developed from a non-psychological perspective. Methodological robustness was achieved through constant reflection throughout the modelling process. This involved cross-referencing with co-authors’ interpretations and an ongoing iterative process to continually refine the "if-then" statements and the model diagram. Given only one joint co-design session was held, there was no opportunity for further iterative development of the logic model. Although some HCPs reviewed the logic model as part of the development process, additional feedback from older people would have also been useful.

Conclusion

This EBCD study revealed behavioural changes which need to occur within health professionals, individuals with T2DM and their caregivers in order to improve older peoples’ experiences of insulin initiation and management. Three pivotal features emerged during the EBCD process: the transition to insulin, social challenges, and aspects related to healthcare services. These key features played a central role in shaping the insights and improvements derived from the EBCD approach. This study has proposed a logic model to target behavioural changes and future research will need to focus on assessing its feasibility and effectiveness at achieving improvements.

Supporting information

Acknowledgments

Sam Coster from King’s College London contributed editing support during the preparation of this manuscript.

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