Development and Testing of an ICF-Based Questionnaire to Evaluate Functioning in Vocational Rehabilitation: The Work Rehabilitation Questionnaire (WORQ)


ICF code

ICF text

Source of categories
  
Brief set

Generic set

b130

Energy and drive functions



b152

Emotional functions
 

b164

Higher-level cognitive functions

 
b280

Sensation of pain
 

b455

Exercise tolerance functions

 
d155

Acquiring skills

 
d230

Carrying out daily routine
 

d240

Handling stress and other psychological demands

 
d450

Walking
 

d455

Moving around
 

d720

Complex interpersonal interactions

 
d845

Acquiring, keeping and terminating a job

 
d850

Remunerative employment



d855

Non-remunerative employment

 
e310

Immediate family

 
e330

People in positions of authority

 
e580

Health services, systems and policies

 
e590

Labour and employment services, systems and policies

 


The development of the ICF Core Set for vocational rehabilitation was a first attempt toward the integration of the ICF in clinical vocational rehabilitation practice. However, it was a challenge to use it in daily practice.

The categories of the ICF essentially indicate what to assess when evaluating functioning [24]. By employing the “WHO ICF qualifiers,” one might also be able to assess the magnitude of a problem in functioning. However, the lack of reliability and sensitivity of the WHO ICF qualifiers and the lack of guidelines on how the ICF categories can be assessed pose a difficulty in interpreting change [25, 26] in the context of intervention. Another challenge when using ICF categories in clinical practice is given by their broad definitions and nonprofessional-specific language. Using the ICF classification requires an extent of training of stakeholders that should not be underestimated. Although more and more professionals rely on the ICF when they design new intervention programs or assessment instruments, the implementation of the ICF remains nonuniform and mostly setting specific [2729]. To alleviate the use of the ICF in vocational rehabilitation, ICF-based instruments that are easy to administer and interpret by all involved professionals and the clients may therefore lead to improved interdisciplinary communication and common understanding of functioning abilities and problems across vocational rehabilitation settings [3032].

ICF Core Sets are evidence based short lists of ICF categories, selected to cover the most relevant functioning properties of a health condition or specific health setting. ICF Core Sets were intended to enhance the usability of the ICF in clinical practice.



23.3 Development of the ICF-Based Work Rehabilitation Questionnaire WORQ


After a review of instruments currently used in vocational rehabilitation, we found none that was designed to capture the functioning domains relevant in vocational rehabilitation given the diverse health conditions and return-to-work (RTW) settings. The need for such an instrument expressed by clinicians and researchers led us to the development of the Work Rehabilitation Questionnaire (WORQ).

The key to an effective measurement instrument design is to know exactly what it should measure. The measure has to be designed and then performed for a predetermined purpose [33, 34].

We defined the purpose of the new measurement as follows: WORQ should be an instrument that:

1.

Assesses work functioning in individuals participating in vocational rehabilitation, and it should be based on ICF.

 

2.

Is used and understood in any vocational rehabilitation setting or by any responsible professional and by the clients.

 

3.

Is used independently of any health condition.

 

4.

Can be administered at any time point within the continuum of the return-to-work process.

 

As a consequence of these conditions, the use of our instrument had to be independent of any specific professional skills or clinical tests. It would become a generic instrument to gain a fast and comprehensive overview of the functioning problems that an individual experiences during his or her return-to-work processes. Therefore, we decided to design a questionnaire that is client rated and interviewer administered.

The first version of WORQ was developed in three phases:

1.

First, the relevant domains to assess functioning in the context of vocational rehabilitation, represented by ICF categories, were identified.

 

2.

Questions to assess the selected ICF categories were worded in English. The scaling for the response options was decided on. The WORQ was cognitively tested.

 

3.

Finally, the WORQ was cross-culturally translated from English to German.

 


23.3.1 First Phase of the WORQ Development: Identifying Functioning Domains


To start with, we decided to base the selection of domains represented in WORQ on the Comprehensive ICF Core Set for vocational rehabilitation, because this core set represents the most comprehensive and agreed on list of domains that are relevant to assess functioning in vocational rehabilitation. However, we also realized that the Comprehensive ICF Core Set with its 90 categories would lead to a very long questionnaire with many questions relevant to only a small proportion of clients in vocational rehabilitation and thus it would be totally impractical to use in clinical practice. Therefore, we based our selection on the 13 categories from the Brief ICF Core Set for vocational rehabilitation. This core set contains the least number of categories that are essential to describe the typical spectrum of limitations in functioning and in the environment. As this selection was not sufficient to create a satisfactory functioning profile of the clients, we decided to select additional categories from the Comprehensive ICF Core Set. The selection was based on two additional sources of information – results of a statistical analysis of the Comprehensive ICF Core Set for vocational rehabilitation and the literature.

First we used a statistical approach by conducting an explorative Rasch analysis on the whole Comprehensive ICF Core Set for vocational rehabilitation [35, 36]. We used a data set with 152 participants from a previous study [19].

See additional information: Frame 23.1: The Rasch Model.

Based on this explorative Rasch analysis, 28 ICF categories from Body Functions and Activities and Participation were added to the categories of the Brief ICF Core Set. As the scope of the questionnaire was to assess functioning by providing a functioning profile, no further environmental factors were added. The 28 categories were chosen using the following criteria: 13 categories that fit the Rasch model and showed no local dependency with other categories were directly selected. Seven more categories that fit the Rasch model and where local dependencies with other categories could be eliminated were also added. Since a study based on expert consensus gave higher weight to Activities and Participation within the context of work disability, the rule was that when a category from Functions showed local dependency with a category from Activities and Participation, the Activities and Participation category was selected [17]. Another eight categories were added for further testing if (1) two categories from the same component, either Body Functions or Activities and Participation, showed local dependency; (2) item fit showed no preference for one category; and (3) a meaningful clinical decision based on evidence from the literature could not be made. Finally, in addition to the 28 statistically selected categories, we added another three categories, b280 Sensation of pain, b730 Muscle power functions, and d430 Lifting and carrying objects. Although these categories did not fit the Rasch model, they were included because they were judged to be important for gaining a comprehensive understanding of functioning in vocational rehabilitation based on the literature and clinical expert opinion [37, 38].

This process ended with a pool of 44 ICF categories; 13 belonged to the Brief ICF Core Set for vocational rehabilitation, 28 were identified from statistical testing (Rasch analysis), and 3 were identified from the literature. Four of the categories came from the ICF component Environmental Factors, 15 from Body Functions, and 25 from Activities and Participation.

Based on the selection process described above, it could be presumed that WORQ represents a multidimensional scale. As a consequence it would not be appropriate to compare subjects or groups using item sum scores of this first version of WORQ [39].


23.3.2 Second Phase of the WORQ Development: Formulating the Questionnaire


When formulating questions, it is essential to consider that a questionnaire is only as good as the questions it contains. Studies have shown that respondents are executing four steps when answering questions. First, they have to understand and interpret the question. Second, they must search their memories for relevant information, and third, integrate all the information. Finally, they must translate their judgment into a response, by selecting one of the response options offered by the question [34, 39].


23.3.2.1 Wording of the Questionnaire


Taking these considerations into account, we used simple, familiar words in lay language when wording the WORQ to enhance the understandability of the WORQ questions. In addition, we based the wording on items and questions that had already been used and tested for its distinctness in two other ICF-based questionnaires. These instruments were the WHO Disability Assessment Schedule 2.0 (WHODAS 2.0) [40] and the World Health Survey Instrument (WHS) [41].

See additional information: Frame 23.2: WHODAS 2.0 and WHS.

To inform the client about the content and the benefit of WORQ, the questionnaire starts with a short introduction text which should be read to the client. The questionnaire is structured in two sections. Section one contains 17 sociodemographic and work-related questions. This section is intended to gain basic data of the person, such as age, sex, and civil status, and an overview of work-relevant factors. Information on the four environmental categories from the Brief ICF Core Set, namely, e310 Immediate family; e330 People in positions of authority; e580 Health services, systems and policies; and e590 Labour and employment services, systems and policies, are included in this part. In addition, proxy questions are formulated to evaluate the six categories from activities and participation that describe vocational education or work situations, namely, d825 Vocational training; d830 Higher education; d840 Apprenticeship (work preparation); d845 Acquiring, keeping and terminating a job; d850 Remunerative employment; and d855 Non-remunerative employment. These categories are assessed using proxy questions to learn about the current work or vocational rehabilitation situation of the client and not to rate the amount of problems that the client experiences in these activities. The amount of problems a client was facing in training, education, or work was not assessed, because in the preliminary testing of the questions, the results showed that the amount of problems was more related to the type of work, the work setting, or the vocational intervention rather than providing reliable information on the functioning of the client.

Section two of the WORQ contains questions to assess functioning. To begin with, a stem question was developed: “Overall in the past week, to what extent did you have problems with…” A recall period of 1 week was chosen, because this time period is long enough to enable the client to experience the activity or function addressed in the respective question, but also short enough to measure change in a rehabilitation program lasting on average 4–6 weeks.

Thirty six questions, representing 34 categories, were phrased to assess functioning in the context of vocational rehabilitation. 34 questions were worded to be rated by the client. Two questions [35, 36] of the WORQ, which evaluate the ICF categories b117 Intellectual functions and b126 Temperament and personality functions, respectively, were worded to be rated by the interviewer due to the challenge in rating them as client reported.

Multiple sources were used to word and phrase the questions. If no appropriate question from the two WHO questionnaires, WHODAS 2.0 and the World Health Survey Instrument (WHS), was found, the WORQ questions were formulated based on the original text of the ICF category [16], and on questions from measurement instruments identified in a systematic review, previously linked to the ICF (see Table 23.2).


Table 23.2
Selection criteria and phrasing of WORQ-SR- items












































































































































































































































































ICF category being measured

Included how?

Wording based on:

Addressed in WORQ question nr:

Part I: Sociodemographics and background information

d850 Remunerative employment

Brief Core Set for VR

ICF text: definition of category

Question nr. 4

d825 Vocational training

Statistics based

ICF text: definition of category

Question nr. 4

d830 Higher education

Statistics based

ICF text: definition of category

Question nr. 4

d840 Apprenticeship

Statistics based

ICF text: definition of category

Question nr. 4

d845 Acquiring, keeping and terminating a job

Brief Core Set for VR

ICF text: definition of category

Question nr. 6

e590 Labour and employment services, systems and policies

Brief Core Set for VR

ICF text: definition of category

Question nr. 10

e580 Health services, systems and policies

Brief Core Set for VR

ICF text: definition of category

Question nr. 12

e590 Labour and employment services, systems and policies

Brief Core Set for VR

ICF text: definition of category

Question nr. 14

e310 Immediate family

Brief Core Set for VR

ICF text: definition of category

Question nr. 15

e330 People in positions of authority

Brief Core Set for VR

ICF text: definition of category

Question nr. 16

Part II: Functioning

b117 Intellectual functions

Statistics based

ICF text: definition of category

Question nr. 6

b126 Temperament and personality functions

Statistics based

ICF text: definition of category

Question nr. 7

b126 Temperament and personality functions

Statistics based

ICF text: definition of category

Question nr. 8

b130 Energy and drive functions

Brief Core Set for VR

WHS question nr. Q2081

Question nr. 1

b134 Sleep functions

Statistics based

WHS question nr. Q2080

Question nr. 2

b144 Memory functions

Statistics based

WHO-DAS 0.2 question nr D1.2

Question nr. 3

b152 Emotional functions

Statistics based

WHS question nr. Q2090

Question nr. 4

b152 Emotional functions

Statistics based

WHS question nr. Q2091

Question nr. 5

b160 Thought functions

Statistics based

ICF text: definition of category

Question nr. 9

b164 Higher-level cognitive functions

Brief Core Set for VR

WHO-DAS 0.2 question nr D1.3

Question nr. 10

b230 Hearing functions

Statistics based

ICF text: definition of category

Question nr. 11

b235 Vestibular functions

Statistics based

ICF text: definition of category

Question nr. 12

b280 Sensation of pain

Generic ICF Set

WHS question nr. Q2030

Question nr. 13

b455 Exercise tolerance functions

Brief Core Set for VR

ICF text: definition of category

Question nr. 14

b730 Muscle power functions

Clinical importance

ICF text: definition of category

Question nr. 15

b810 Protective functions of the skin

Statistics based

ICF text: definition of category

Question nr. 16

d155 Acquiring skills

Brief Core Set for VR

WHO-DAS 0.2 question nr S3

Question nr. 17

d160 Focusing attention

Statistics based

ICF text: definition of category

Question nr. 18

d166 Reading

Statistics based

ICF text: definition of category

Question nr. 19

d177 Making decisions

Statistics based

ICF text: definition of category

Question nr. 20

d210 Undertaking a single task

Statistics based

ICF text: definition of category

Question nr. 21

d230 Carrying out daily routine

Statistics based

ICF text: definition of category

Question nr. 22

d240 Handling stress and other psychological demands

Brief Core Set for VR

ICF text: definition of category

Question nr. 23

d315 Communicating with – receiving – nonverbal messages

Statistics based

ICF text: definition of category

Question nr. 24

d350 Conversation

Statistics based

WHO-DAS 0.2 question nr D1.6

Question nr. 25

d360 Using communication devices and techniques

Statistics based

ICF text: definition of category

Question nr. 26

d430 Lifting and carrying objects

Clinical importance

ICF text: definition of category

Question nr. 27

d430 Lifting and carrying objects

Clinical importance

ICF text: definition of category

Question nr. 28

d440 Fine hand use

Statistics based

ICF text: definition of category

Question nr. 29

d450 Walking

Expressed patients’ needs and generic ICF set

ICF text: definition of category

Question nr. 30

d450 Walking

Expressed patients’ needs and generic ICF set

WHO-DAS 0.2 question nr S7

Question nr. 31

d455 Moving around

Statistics based

ICF text: definition of category

Question nr. 32

d470 Using transportation

Statistics based

ICF text: definition of category

Question nr. 33

d475 Driving

Statistics based

ICF text: definition of category

Question nr. 34

d540 Dressing

Statistics based

WHO-DAS 0.2 question nr S9

Question nr. 35

d570 Looking after one’s health

Statistics based

ICF text: definition of category

Question nr. 36

d720 Complex interpersonal interactions

Brief Core Set for VR

ICF text: definition of category

Question nr. 37

d870 Economic self-sufficiency

Statistics based

ICF text: definition of category

Question nr. 38

b210 Seeing functions

Statistics based

WHS question nr. Q2071

Question nr. 39

b210 Seeing functions

Statistics based

WHS question nr. Q2072

Question nr. 40

Sep 25, 2016 | Posted by in PHYSICAL MEDICINE & REHABILITATION | Comments Off on Development and Testing of an ICF-Based Questionnaire to Evaluate Functioning in Vocational Rehabilitation: The Work Rehabilitation Questionnaire (WORQ)

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