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Using video-based observation research methods in primary care health encounters to evaluate complex interactions

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The purpose of this paper is to describe the use of video-based observation research methods in primary care environment and highlight important methodological considerations and provide practical guidance for primary care and human factors researchers conducting video studies to understand patient-clinician interaction in primary care settings. We reviewed studies in the literature which used video methods in health care research, and we also used our own experience based on the video studies we conducted in primary care settings. This paper highlighted the benefits of using video techniques, such as multi-channel recording and video coding, and compared "unmanned" video recording with the traditional observation method in primary care research. We proposed a list that can be followed step by step to conduct an effective video study in a primary care setting for a given problem. This paper also described obstacles, researchers should anticipate when using video recording methods in future studies. With the new technological improvements, video-based observation research is becoming a promising method in primary care and HFE research. Video recording has been under-utilised as a data collection tool because of confidentiality and privacy issues. However, it has many benefits as opposed to traditional observations, and recent studies using video recording methods have introduced new research areas and approaches.
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Informatics in Primary Care Vol 21, No 4 (2014)
Using video-based observation research
methods in primary care health encounters
to evaluate complex interactions
Onur Asan
Division of General Internal Medicine, Center for Patient Care and Outcomes Research, Medical College of
Wisconsin, Milwaukee, WI, USA
Enid Montague
Division of General Internal Medicine and Geriatrics, Feinberg School of Medicine, Northwestern University,
Chicago, IL, USA
ABSTRACT
Objective The purpose of this paper is to describe the use of video-based obser-
vation research methods in primary care environment and highlight important
methodological considerations and provide practical guidance for primary care and
human factors researchers conducting video studies to understand patient–clini-
cian interaction in primary care settings.
Methods We reviewed studies in the literature which used video methods in
health care research, and we also used our own experience based on the video
studies we conducted in primary care settings.
Results  This paper highlighted the benets of using video techniques, such as 
multi-channel recording and video coding, and compared “unmanned” video record-
ing with the traditional observation method in primary care research. We proposed a
list that can be followed step by step to conduct an effective video study in a primary
care setting for a given problem. This paper also described obstacles, researchers
should anticipate when using video recording methods in future studies.
Conclusion With the new technological improvements, video-based observation
research is becoming a promising method in primary care and HFE research. Video
recording has  been  under-utilised as a  data  collection tool because of  condenti-
ality and privacy issues. However, it has many benets as opposed to traditional 
observations, and recent studies using video recording methods have introduced
new research areas and approaches.
Keywords: observations, primary care research, video recording
Research article
INTRODUCTION
The health care system is complex and involves a range of
people from various backgrounds and perspectives who com-
municate, interact and collaborate. Several US Institute of
Medicine (IOM) reports have addressed major problems in
healthcare delivery, such as medical errors, poorly designed
medical technologies and poorly designed work environ-
ments.1 To this end, an IOM report proposed a partnership
between health care and industrial and system engineering,
including human factors engineering (HFE), to create solu-
tions for these problems.2 HFE is the study of interactions
of humans with the systems, products and environment and
takes a system approach to study interactions.3 Primary care
is one of the main components of the health care system and
involves the widest scope of health care, including a variety of
Cite this article: Asan O, Montague E. Using video-
based observation research methods in primary care
health encounters to evaluate complex interactions.
Inform Prim Care. 2014;21(4):161–170.
http://dx.doi.org/10.14236/jhi.v21i4.72
Copyright © 2014 The Author(s). Published by
BCS, The Chartered Institute for IT under Creative
Commons license http://creativecommons.org/
licenses/by/4.0/
Author address for correspondence:
Enid Montague
Division of General Internal Medicine and Geriatrics
Feinberg School of Medicine,
Northwestern University,
750 North Lake Shore Drive,
Chicago, IL 60611, USA
Email: enid.montague@northwestern.edu
Informatics in Primary Care Vol 21, No 4 (2014)
Asan and Montague Video-based observation research methods in primary care health encounters 162
demographics, such as patients of different ages and socio-
economic backgrounds, as well as patients with different kinds
of chronic and acute health problems.4 There are several HFE
issues specic to the primary care environment, which human 
factors researchers can address with various methods. Some
of them are related to information processing, standardisation,
simplication,  work  pressure  and  work  load,  organisational 
design, information access, technology acceptance, usability
and the effect of EHR use on doctor–patient interaction.5 a,b
Depending on the context, HFE researchers are tasked with
determining which components of the system are likely to inu-
ence patient outcome measures (for example, satisfaction,
trust and adherence to treatment). Therefore, the HFE disci-
pline can play a major role in improving overall primary care
health systems leading to better health outcomes.4
Observational research is a commonly used method in pri-
mary care studies. However, direct observation is not always
the best choice for analysing primary care encounters,6 as it is
difcult for researchers to capture all details in a live setting, par-
ticularly when components occur simultaneously.7 Video record-
ing may eliminate some of the challenges that occur in direct
observation research in a primary care setting,8,9 since video
recording accurately records clinical events, allows research-
ers to verify their observations and allows for the collection of
systematic feedback by means of strategic participant review.10
Video data can also give researchers insight into the consis-
tency between self-assessment and observable behaviour.
Finally, the video recording of subjects’ ongoing activities in their
natural setting11 can also be a particularly useful way to employ
ethnographic studies in a complex primary care environment.
However, using video effectively requires the determination 
of appropriate research questions and identication of types of 
data required beforehand to inform study design. Video record-
ing research also requires technical knowledge to ensure the
appropriate selection of cameras, video quality adjustment and 
positioning of cameras.12,13 Currently, enhanced video tech-
nology allows for richer data and facilitates the data collection
process with alternatives such as multi-channel streams and
remote-controlled cameras.14,15 It is essential to note that the
research purpose may affect the type of technology used in
the study design.
This paper outlines the steps for using video methods in
a primary care setting. This paper also addresses potential
benets of using video observation and video analysis meth-
ods, which can be used by human factors and health care
researchers in primary care settings.
Background on the use of video recording in
primary care research
Primary care researchers began using video recordings to
study consultations in the late 1970s.16 In one early study, a
communication analyst videotaped primary care consulta-
tions  with  a  single  video  camera  and  subsequently  analysed 
the communication patterns between doctors and patients to
improve doctors’ communication skills.17 The results showed
that doctors’ communication styles affected patient satisfaction.
Recent studies have used video data to analyse non-verbal
communication cues to inform more effective doctor–patient
interactions.18–20 Video data were also utilised to train doctors
to improve their interactions with patients.16 In addition, studies
have used video recordings to explore doctor–patient–computer
interactions.21–29 These studies were instrumental in identifying
the best spatial organisation of an exam room, better design of
exam-room computers, impact of computer use on communica-
tion and effective use of the computer by the doctor during the
clinical visit. Several studies also utilised video elicitation inter-
views (which are basically interviews done after the recording,
asking  the  doctors  or  patients  to  reect  on  what  they  see  on 
the video) to analyse doctor–patient interaction in the visits for
teaching purposes.30,31 Video elicitation allowed researchers
to integrate the data from the video recording and participants’
related thoughts, beliefs and emotions obtained from the elici-
tation interviews.32 Although traditional observation can provide
a range of interesting and insightful information about primary
care encounters, the encounter occurs through complex and
multiple interactions that can be explored by video data better.
Finally, video data have also been used in health care settings
in addition to primary care consultation for various purposes.33
CONSIDERATIONS FOR COLLECTING VIDEO
DATA IN PRIMARY CARE
Video-recording methods require careful planning in order to 
gather data  that  effectively  answer potential research ques-
tions. Table 1, which is derived from our experience of several
studies,26–28 summarizes the steps to conduct a video obser-
vation study in a primary care setting for a given problem.
Some of the elements listed in different categories in Table 1
have inter-dependent nature, for instance, number of partici-
pants, time frame of the study, time needed for ethical approval
and the instruments may all have mutual effect. Furthermore,
video  data  might  have  ‘identiable  private  information’  and 
involve human subject data, therefore require some additional 
requirements for IRB review.34 In video data collection, com-
pared with traditional observation, studies conducted in US
showed that physicians might have concerns about potential
liability.35 Therefore, there should be a consensus between
administrators and investigators about the purpose of the
research and the methods used. Studies in US reported that
it can also be effective to have some strategies to overcome
doctors’  concerns  with  condentiality  and  liability,  such  as 
obtaining  certicates  of  condentiality36 or becoming familiar
with the liability coverage at the clinic where data will be col-
lected.37 As added protection, a previous study reported that
patients were generally less worried than doctors about being
videotaped.32 However, it is still essential to get certicates of 
condentiality to  protect  the  participants’ identiable  informa-
tion  from  forced  disclosure.  IRB  approval  requires  conden-
tiality, but in the case of some sort of legal case (such as a
malpractice case), the court might be able to force research-
ers  to  reveal  this  information.  Certicates  of  condentiality  – 
which allow the investigator and others who have access to
Informatics in Primary Care Vol 21, No 4 (2014)
Asan and Montague Video-based observation research methods in primary care health encounters 163
Table 1 Steps followed to conduct this video study
1. Conceptualising the study
a. Choose an appropriate research question which can be answered by video data
b. Identify potential time frame of the study
c. Decide on the scope of the data collection
d. Decide on any additional data collection instruments, such as interviews and surveys
e. Decide on the required number of personnel for data collection
f. Decide how to link the data from video recording with the other interview and survey data
g. Choose method to analyse the data (quantitative, qualitative or mixed methods)
2. Legal and ethical issues
a. Ensure the study meets with ethical guidelines for human subjects research
b. Describe all details of the procedure of the study
c. Comply with all legal requirements for recording in real environments
d. Obtain legal consent for video recording
e. Ensure all privacy and condentiality issues related to participants’ ID preservation and identiable video data storage
f. Complete and comply with all local regulations, such as online HIPAA training in US to be eligible for human subject research
g. IRB application and nal approval in order to start the project
3. Participants and sampling
a. Determine the number of participants you need
b. Determine the unit of analysis and sampling frame that will most effectively help answer your research question (for example, do you need
a certain number of patients in general or a certain number per physician?
Will you recruit physicians or patients rst? Will you randomly recruit the physicians or have certain eligibility requirements, such as people
within a certain age range? Will participants be paid?)
c. Inform all participants about the benets and risks of your study
d. Conduct the recruitment as planned in the IRB
e. Get informed consent of all people who agreed to participate in the study
4. Data collection and management
a. Decide on all technical specications of the equipment you need
b. Choose an appropriate high quality camera or cameras
c. Choose the best audio recording style (built into camera or separate)
d. Determine the camera layout of the room; get the best angle to ensure a clear view of the patient and doctor
e. Establish a protocol for recording the interactions
f. Maximise the captured area by adjusting the camera angle
g. Create protocols to link the data
h. Sync the audio and video data for the analysis
i. Determine protocols for storing video recordings
j. Secure the hard drives for privacy protection
k. Back up the data
l. Train all researchers, camera persons, interviewers, and so on
5. Data analysis
a. Review the quality of all data
b. Identify the software you will be using to analyse the data
c. Clearly distinguish the research questions and analyse accordingly
d. Create coding schemes to analyse the video based on the variable of interest
e. A pilot run/trial analysis after collecting the data from a smaller sample to prevent potential mismatch
research records to refuse to disclose identifying information
on research participants in any civil, criminal, administrative,
legislative or other proceeding, whether at the federal, state or
local level  – might prevent  this potential conict  between IRB 
and legal jurisdictions with respect to discoverability.38
With technological advancements, some researchers
have started to use more complex video methods for data
collection to capture all interactions in detail – such as
body language and gazing direction.9,14,39 A multi-channel
video might be a superior method to single-channel video
depending  on  research  question  as  it  collects  a  greater 
amount of information, allowing the research to see both
the care-provider and the patient simultaneously from dif-
ferent angles.14 For instance, some researches created a
multi-channel  video  technique  and  software  to  capture  all 
the computer use (including screen-capture, key stroke and
Informatics in Primary Care Vol 21, No 4 (2014)
Asan and Montague Video-based observation research methods in primary care health encounters 164
mouse movement), and doctor–patient interaction in detail,
which enabled them to view simultaneously all data relating
to any time or activity.25 Another study used multi-channel
video recording focussing on the patient’s face, the physi-
cian’s face and the overall interaction to capture eye gaze
patterns.27,28
Furthermore, as video recording technology becomes more
complex, researchers are faced with a wide variety of options,
so it is important to choose the methods and equipment best 
suited to a given study. Researchers should standardise the
camera operation protocols and have back up cameras in
case of malfunctioning. In addition, multi-channel video and
audio recording can collect so much data that the process
of analysis becomes more complicated and time consuming.
Therefore, it  is  essential  to determine  the  specic  research 
problems to minimise data collection and analysis time.
Table 2 The benets and drawbacks of video method and traditional observational method
Pros Cons
Traditional observational method
Enables rich data Researcher may be intrusive
Can capture events before and after the consultations Aspects of interactions may be missed
Allows researcher to ask follow up questions during the observation Does not allow for data validation
through cross-coding
More effective while shadowing a specic person
in multiple locations Prior work is necessary to prepare organised and
standard observation tools
Researcher is able to see all space in the room Hard to catch non-verbal cues during the encounter
Gives opportunity to concentrate on one individual continuously Cannot capture all interactions in a complex
clinical environment, such as a surgical room
Effective for medical students for training purposes Possibility of Hawthorne effect
Prior training of observers necessary
Cognitive workload for observers
Low inter-rater reliability
Video method
Less intrusive method for data collection (avoiding the observer effect) Reviewing and coding video data is labour intensive
Provides enough detail to analyse the work environment and human
interactions qualitatively and quantitatively Requires additional IRB procedures
Allows researchers to analyse events retrospectively Raises concerns about the discoverability and condentiality
of participants
Allows researchers to capture simultaneous complex interactions Additional equipment cost
Allows researchers to review consultations repeatedly Additional data management concerns
Creates a permanent and complete record Aggregation can be difcult and intrusive
Potential for multiple viewing/reviewing It can limit range of settings
Higher inter-rater reliability (with the help of practice coding) Possibility of Hawthorne effect
Can be used to establish connections between perceptions
and the observed activities during the visit Higher overall cost
Retains the captured data with no loss of its richness for reviewing
Enables self-evaluation and reection
Generates a large amount of data
Allows researchers to capture activities in much of their complexity in their
natural settings over an extended period of time
Allows for scientic rigour when conducted by trained researchers
Can be reviewed by both researchers and participants,
increasing the scope of interpretation
THE BENEFITS AND DRAWBACKS OF VIDEO
METHODS
Table 2 shows the pros and cons of traditional human obser-
vation method and video recording by ‘unmanned’ cameras.
This table was established based on our own experience and
previous studies.6,7,36,37,39,40–42
Video methods can be effective for research that can be
conducted in a single room (for example, the patient exam
room in a primary care clinic), since the cameras can be set
up in a xed position, specically focussing on the interaction 
in the exam room. In addition, cameras can also be used in
various ways based on research questions because cameras 
can be carried, placed in multiple rooms or cameras’ angle
can be changed in real-time by remote control. When the
required  conditions  are  met,  the  video  method  can  provide 
Informatics in Primary Care Vol 21, No 4 (2014)
Asan and Montague Video-based observation research methods in primary care health encounters 165
a rich collection of data. For instance, in one study, we used
multiple  small  cameras  with  sufcient  battery  time  and  SD 
cards and hooked them on to the walls or side of the desks
in the room. Remote control was utilised to start and stop
the camera, and a remote control was left with the doctor so
the doctor could stop the recording if the patients did not feel
comfortable or  the conversation topic  becomes highly con-
dential, such as drug use or suicide.
Furthermore, video method also limits the Hawthorne effect –
which is the possibility of altering the behaviour of partici-
pants –  since video cameras have  been shown to inuence 
participant behaviour far less than a human observer.43
However, some people may be less willing to be videotaped
as opposed to live observation and feel there is more risk
involved in video data due to several reasons: a) video record-
ings may be viewed by multiple people over time, b) outsiders
may gain access to video data that are improperly stored,
and c) a person’s identity may be more readily determined
from a video recording than from written data. On the other
hand, video data might improve ecological validity, since the
video data give more complete (and visual) information about
the real environment rather than traditional observers’ obser-
vation notes.44
VIDEO DATA MANAGEMENT AND ANALYSIS
Observation data, including both video and non-video data, are
condential. However, video data introduce more risk to overall 
condentiality because video data keep all interaction in a high 
delity format for several years and might be accessed by mul-
tiple people for research or non-research purposes unless suf-
cient precautions are taken.  Video data  should be stored on 
a secure storage without links to other identiable information, 
such as address, name and social security number.32
Coding is a standard procedure to analyse the video data.
Coding is an established procedure that facilitates analys-
ing the video by identifying the tasks and interactions in the
video.19 A coding scheme classies variables of interest in the 
video according to the purpose of the analysis, and it speeds
up the coding process. Development of coding scheme should
be informed by the literature.45 Each variable in the coding
scheme should be well dened, and the start and stop time of 
all variables should be standardised. This may help to improve
the reliability of data coding and decrease biases of different
coders. For example, in one study, coders were interested in
the gaze direction of the doctor and patient46 and created a
coding scheme including the subject (patient or doctor) and the
object of the gaze (patient, care provider, computer, chart, and
so on.). This scheme allowed for a thorough and specic analy-
sis of gaze based on subject, object and duration, such as total
duration of doctor’s gaze at computer and patient during a visit.
Video data can  be  coded  both  quantitatively  and  qualita-
tively depending on the purpose of the research. Quantitative
data might include the  duration of specic behaviours in  the 
visit.  Software  packages  can  help  quantify  all  continuous 
behaviour (such as gazing or typing) to obtain relevant data
with respective time frames.27 It is also possible to visualise
the sequence  of  the  behaviours  using  software.  Qualitative 
analysis might be a thematic description of a practitioner’s
behaviour during the entire visit, such as patient-focussed or
computer-focussed. Qualitative data might also be gathered
based on verbal communication, such as analysing turn tak-
ings and sequence of utterances.18 Some studies also used
tools such as check lists (physicians' behaviour checklist) to
capture human performance data from the video recording,47
such as  counting  the occurrence of specic  doctors'  behav-
iours during the doctor–patient encounter in the video data.48
Video analysis tools
Several computer programs have been used to analyse vid-
eos effectively and accurately. These programs comprise dif-
ferent features to capture and analyse video and audio and
can produce different types of results, such as numerical
and visual. A few of these programs used in previous stud-
ies27,44,49,50 are listed in Table 3.
POTENTIAL USES OF VIDEO DATA IN
PRIMARY CARE RESEARCH
Evaluating complex constructs and interactions in real, com-
plex and dynamic clinical environments plays an important
role in improving health care system; and thus, it is a prior-
ity for HFE researchers. Effective functioning of the health
care system depends on the interactions among people
(patients, physicians and other medical staff) and the interac-
tion between people and technology.4 Therefore, their inter-
actions should be explored in detail to improve overall health
care systems. Video data can contribute to studies exploring
doctor–patient interaction for different research purposes,
such as analysing the decision-making process between
doctor and patient,30 determining the effects of non-verbal
behaviours  between  patient  and  doctor  that  inuence  their 
decisions,31 exploring factors which yield misunderstanding
and disagreement during the interactions51 and investigat-
ing patients’ responsiveness to specic doctor behaviours.52
One study also reported a list of seven different goals to use
video-recorded consultations.39 Furthermore, video data can
also contribute to the analysis of people–technology interac-
tion in primary care settings.53 For instance, it is critical to
capture accurately both the pathways users take and the
errors users commit while conducting a usability test of a
mobile device. The traditional observation method might fail
to obtain all data related to pathways and errors during real
patient encounters, so video recording could record all nec-
essary data from the screen to be analysed. In addition, with
the integration of an eye gaze tracker, video data can pro-
vide rich information about eye gaze pathways to analyse the
usability of medical software programs.
Video data have also been used to create and test a num-
ber of different interactions models in the primary care envi-
ronment. Provided below is a list of several studies that used
video data along with the various methods and models they
used to analyse verbal, non-verbal and technology interac-
tions in the clinical environment (Table 4).
Informatics in Primary Care Vol 21, No 4 (2014)
Asan and Montague Video-based observation research methods in primary care health encounters 166
Video data can also contribute to doctors’ training since
it provides an opportunity for doctors to review their own
activities.40 Multiple studies have recorded consultations in
the primary care environment to assess clinical competence
and design educational interventions.14 Video data were also
used with simulations for medical education.67 Clinicians’
interaction style with patient and computer during the visit
can  inuence  patient  outcomes  such  as  satisfaction,  trust 
and adherence,68 so video data analysis can also contribute
to teaching medical students better ways of interacting with
patients and EHRs during the encounter.
Video data and sociotechnical design
The components of a sociotechnical system include the individ-
ual (such as health care workers), tasks, tools and technologies,
the physical environment and organisational conditions.69 It is
essential to understand users of the system and interactions
among these users in real settings to address sociotechnical
design concerns.70 It is also necessary to better understand
the impact of boundaries on sociotechnical systems and their
implications for physical, cognitive and psychosocial ergonom-
ics. Furthermore, effective design, implementation and use
of newly introduced technologies into the overall system is
strongly related to the fundamentals of human factors ergo-
nomics.71 A number of studies have focussed on the concept
of sociotechnical factors that complicate health information
systems deployment,72 including the interaction between the
technical features of a health information system and the social
features of a health care work environment.73 After a new sys-
tem implementation, sociotechnical interactions have a direct
effect on the success of the process. In the future, many new
medical technologies will be introduced into the system. Video
recording might also be a strong tool to explore technology
interventions, which can make sociotechnical systems more
effective and  efcient.  For  instance,  video  data  can  be  used 
to analyse the current medical technology, such as electronic
health records (EHR) and to inform how new EHR can be inte-
grated into the sociotechnical system more effectively.
Table 3 Video analysis computer programs utilised in several studies- partially adapted from (4, 43)
Programs Features
Observer/Noldus
(www.noldus.com) Allows users to annotate and log video data and analyse time line
MacSHAPA
(http://acs.ist.psu.edu/dismal/macshapa.html Integrated with VCR (video cassette recorder)
control, annotation and coding and post-coding analysis function
A.C.T Touch coding (that is, one key stroke input)
for reviewing videotapes in real-time observations
OCS tools
(http://trctech.com/send.php?ocs.php) Set of tools that enables VCR control,
time code reading, input of annotation and coding
Vanna This can display multiple video sources along with other time-stamped information on a single
computer monitor
VINA Manual and scripted VCR control
VCR control by pointing
Touch coding of events and activities
Temporal graphic representation
Data synchronisation with VCR
Tagging software Specically to capture several behaviours
Computer-assisted time and event recorder
(CATER) This computer program has been used to help record extensive observational data
from consultations
The ALFA
(Activity Log Files Aggregation) toolkit A method for precise observation of the consultation with multiple video channels
Atlas.ti
(www.atlasti.com) Organise text, graphic, audio and visual data les,
along with coding, memos and ndings into a project
QSR Nvivo
(www.qsrinternational.com) Analyse, manage, shape and store qualitative data
HyperRESEARCH
(www.researchware.com) Easy to use qualitative software package enables researchers to code and retrieve, build
theories, and conduct analysis of the data
Informatics in Primary Care Vol 21, No 4 (2014)
Asan and Montague Video-based observation research methods in primary care health encounters 167
Table 4 Type of analysis used by video observation studies
Type of analysis and methods
(corresponding reference) Explanations of what to measure
Observation
(Hermansson et al., 1988)54
The authors observed positive behaviours
such as gazing, body directions and gestures to see if the patient was
satised with the behaviours of the doctors
Roter interaction analysis system (RIAS)
(Roter, 1977)55 A content analysis system for verbal communication
Lag-sequential analysis
(Connor, Fletcher, & Salmon, 2009)56
Two-way analysis of non-verbal cues or verbal communication cues between
doctor and patient
Gender-based observation studies
(Hall, Irish, Roter, Ehrlich, & Miller, 1994)57
Specic correlation of doctor's gender's effect on verbal
and non-verbal communication
Bales Interaction analysis system
(Ong et al., 1995)47
Analyses interaction and information exchange between
doctor and patient; focusses on instrumental behaviours
Interpersonal skill evaluation
(Burchard & Rowland-Morin, 1990)58
Analyses surgeon's interpersonal skills and the appropriateness of the
physician's behaviour for a clinical visit
Maastricht history-taking
and advice checklist
(Kraan et al.,1989)59
Analyses physician’s interview skills during initial interviews
in the primary care units
Observer checklist
(Ong et al., 1995)47 Analyses specic interactions between doctor and patient
Factor analysis
(Duggan & Parrott, 2001)60
Based on coding of non-verbal behaviours from videos. The mean scores for use
of each type of non-verbal and verbal behaviour were computed separately
for the introduction and diagnosis segments to allow comparisons between
these interaction events
Retrospective approach
(Als, 1997)61
The videos were watched with doctors to analyse their behaviours
in the consultation together
Correlational analysis
(Collins, Schrimmer, Diamond, & Burke, 2010)62 Analyses the relationship between verbal and non-verbal communication skills
Non-verbal accommodation analysis system (NAAS)
(D'Agostino & Bylund, 2010)63
The NAAS enables researchers to investigate the ways in which physicians
and patients manage social distance through non-verbal behaviours within
medical interactions from a theoretically
informed perspective
Conversational analysis
(Newman, Button, & Cairns, 2010)64
Specically, turn taking in the communication of the
doctor and patient in the clinic
Goffman’s dramaturgical methodology
(Pearce et al., 2008)65
Dramaturgy analyses the consultation as though it were a dramatic play where
the consulting room is the stage and the participants are actors playing roles
Observational quantitative
(Mast, Hall, Klöckner, & Choi, 2008)66
Quanties non-verbal behaviours in
the patient visits using a special software tool
CONCLUSION
Video-based observation research is a promising method in
primary care and HFE research. Video recording has been
under-utilised as  a data collection  tool because of  conden-
tiality  and  privacy  issues.  However,  it  has  many  benets, 
and recent studies using video recording methods have
introduced new research areas and approaches. There are
several possible applications of video recording in HFE and
sociotechnical research as well as in traditional clinician
training, such as performance evaluation and analysing
clinician–patient interactions. This paper is intended to pre-
pare researchers for using video-based observation studies
in primary care settings by evaluating the necessary steps
involved,  including  the  legal  and  condentiality  processes, 
technical aspects, data collection and data analysis and by
describing its contribution to human factors research.
A systematic analysis of video recordings gives research-
ers opportunities to  nd  solutions  for  human  factors-related 
problems, as well as a sociotechnical systems analysis of
Informatics in Primary Care Vol 21, No 4 (2014)
Asan and Montague Video-based observation research methods in primary care health encounters 168
interventions in primary care. Video recording method will be
increasingly used in future research not only in the health
care domain but also in other domains, such as usability and
social interaction. Video recording observation studies in pri-
mary care environment will continue helping to answer a vari-
ety of emerging research questions in primary care.
Acknowledgements
The project described was supported by the Clinical and
Translational Science Award (CTSA) programme, through
the NIH National Center for Advancing Translational Sciences
(NCATS), grant UL1TR000427.
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