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Life Span and Disability XVII, 2 (2014), 175-198 175 A Person-Centered Assistive Technology Service Delivery Model: a framework for device selection and assignment Stefano Federici 1 , Fabrizio Corradi 2 , Fabio Meloni 3 , Simone Borsci 4 , Maria Laura Mele 5 , Saveria Dandini de Sylva 6 & Marcia J. Scherer 7 Abstract Background: The introduction of assistive technology (AT) into people’s lives is a deliberative and long-term process, which presupposes teamwork as much as professionalism, time, and experience. The aim of the assistive technology assessment (ATA) process is to suggest guidelines to follow in order to reach valid results during the AT selection and assignment process. Purpose: This paper aims to critically discuss the application of the model of the ATA process developed by Federici and Scherer (2012c). Method: A cross-cultural comparison of 1 Department of Philosophy, Social & Human Sciences and Education, University of Perugia, Perugia, IT. E-mail: [email protected]; 2 Leonarda Vaccari Institute for Rehabilitation Integration and Inclusion of Persons with Disabilities, Rome, IT. E-mail:[email protected]; 3 Department of Philosophy, Social & Human Sciences and Education, University of Perugia, Perugia, IT. E-mail:[email protected]; 4 Human Factors Research Group, Live Augmented Reality Training Experience project (LARTE), Nottingham University, Nottingham, UK. E-mail:[email protected]; 5 Department of Philosophy, Social & Human Sciences and Education, University of Perugia, Perugia, IT. E-mail:[email protected]; 6 Leonarda Vaccari Institute for Rehabilitation Integration and Inclusion of Persons with Disabilities, Rome, IT. E-mail:[email protected]; 7 The Institute for Matching Person and Technology, Webster, NY, USA.E-mail:[email protected]; Correspondence to: Prof. Stefano Federici, Department of Philosophy, Social & Human Sciences and Education, University of Perugia, Piazza G. Ermini 1, 06123 - Perugia, IT; E-mail: [email protected]; Tel.: +39 347 3769497. The authors report no conflicts of interest. Received: September 20, 2013; Revised: April 24, 2014; Accepted: May 5, 2014 © 2014 Associazione Oasi Maria SS. - IRCCS

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Page 1: A Person-Centered Assistive Technology Service Delivery ... et al.pdf · assignment Stefano Federici1, Fabrizio Corradi 2, Fabio Meloni3, Simone Borsci4, Maria Laura Mele5, Saveria

Life Span and Disability XVII, 2 (2014), 175-198

175

A Person-Centered Assistive Technology Service

Delivery Model: a framework for device selection and

assignment

Stefano Federici

1, Fabrizio Corradi

2, Fabio Meloni

3, Simone Borsci

4,

Maria Laura Mele5, Saveria Dandini de Sylva

6

& Marcia J. Scherer7

Abstract

Background: The introduction of assistive technology (AT) into people’s

lives is a deliberative and long-term process, which presupposes

teamwork as much as professionalism, time, and experience. The aim of

the assistive technology assessment (ATA) process is to suggest

guidelines to follow in order to reach valid results during the AT

selection and assignment process. Purpose: This paper aims to critically

discuss the application of the model of the ATA process developed by

Federici and Scherer (2012c). Method: A cross-cultural comparison of

1 Department of Philosophy, Social & Human Sciences and Education, University of Perugia, Perugia, IT.

E-mail: [email protected]; 2 Leonarda Vaccari Institute for Rehabilitation Integration and Inclusion of Persons with Disabilities,

Rome, IT. E-mail:[email protected]; 3 Department of Philosophy, Social & Human Sciences and Education, University of Perugia, Perugia, IT.

E-mail:[email protected]; 4 Human Factors Research Group, Live Augmented Reality Training Experience project (LARTE),

Nottingham University, Nottingham, UK. E-mail:[email protected]; 5 Department of Philosophy, Social & Human Sciences and Education, University of Perugia, Perugia, IT.

E-mail:[email protected]; 6 Leonarda Vaccari Institute for Rehabilitation Integration and Inclusion of Persons with Disabilities,

Rome, IT. E-mail:[email protected]; 7 The Institute for Matching Person and Technology, Webster, NY, USA.E-mail:[email protected];

Correspondence to: Prof. Stefano Federici, Department of Philosophy, Social & Human Sciences and

Education, University of Perugia, Piazza G. Ermini 1, 06123 - Perugia, IT; E-mail:

[email protected]; Tel.: +39 347 3769497.

The authors report no conflicts of interest.

Received: September 20, 2013; Revised: April 24, 2014; Accepted: May 5, 2014

© 2014 Associazione Oasi Maria SS. - IRCCS

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Life Span and Disability Federici S. et al. ________________________________________________________________________________________________________________________________

176

AT service delivery systems and discussion of the ATA process model

adopted by the Leonarda Vaccari Institute of Rome was conducted.

Conclusion: Currently, the wide variety of AT devices on the market

opens up new frontiers for the individual’s enhanced functioning,

inclusion, and participation. Because the choice for the most appropriate

match is often a complex process, a systematic selection process such as

the ATA process described in this article can help practitioners to

efficiently achieve successful outcomes.

Keywords: Assistive technology assessment process; Assistive

technology service delivery; Matching person and

technology; ICF; Rehabilitation technology; User-centered

delivery process; Assistive technology abandonment.

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1. Introduction

The process of matching assistive technology (AT) with a person requires

a well-designed and researched sequential set of assessments that are

administered by professionals with different areas of expertise in specialized

service delivery within rehabilitation technology (Scherer, 2002, 2005;

Corradi, Scherer, & Lo Presti, 2012; Federici & Scherer, 2012a). In the field

of rehabilitation technology, service delivery refers to “the set of facilities,

procedures and processes that act as intermediaries between the AT product

manufacturers and AT end‐users” (Stack, Zarate, Pastor, Mathiassen,

Barberà, Knops et al., 2009, p. 28).

A more broad and complete meaning of service delivery is offered in the

United States Assistive Technology Act (United States Congress, 2004)

which, in order to disambiguate and clarify the general term “service

delivery” which could refer to any platform, even one providing architecture

in telecommunications, refers to it by the more suitable nomenclature

“assistive technology service”. The Assistive Technology Act, indeed, better

specifies the variety and nature of the services provided by an AT service,

listing seven different services:

- “(A) the evaluation of the assistive technology needs of an individual

with a disability, including a functional evaluation of the impact of the

provision of appropriate assistive technology and appropriate services

to the individual in the customary environment of the individual;

- (B) a service consisting of purchasing, leasing, or otherwise providing

for the acquisition of assistive technology devices by individuals with

disabilities;

- (C) a service consisting of selecting, designing, fitting, customizing,

adapting, applying, maintaining, repairing, replacing, or donating

assistive technology devices;

- (D) coordination and use of necessary therapies, interventions, or

services with assistive technology devices, such as therapies,

interventions, or services associated with education and rehabilitation

plans and programs;

- (E) training or technical assistance for an individual with a disability

or, where appropriate, the family members, guardians, advocates, or

authorized representatives of such an individual;

- (F) training or technical assistance for professionals (including

individuals providing education and rehabilitation services and entities

that manufacture or sell assistive technology devices), employers,

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providers of employment and training services, or other individuals

who provide services to, employ, or are otherwise substantially

involved in the major life functions of individuals with disabilities;

and

- (G) a service consisting of expanding the availability of access to

technology, including electronic and information technology, to

individuals with disabilities” (United States Congress, 2004, p. n. a.).

Having made the term service delivery clear, we also wish to clarify the

use of the term AT in this paper. According to A Glossary of Terms for

Community Health Care and Services for Older Persons, we use AT as “an

umbrella term for any device or system that allows individuals to perform

tasks they would otherwise be unable to do or increases the ease and safety

with which tasks can be performed” (United States Congress, 2004, p. 10).

This broad meaning of AT is more commonly attributed to the term

“Assistive technology device”, as stated in the Assistive Technology Act

(United States Congress, 2004) and acknowledged by the WHO and World

Bank in the World Report on Disability, defined as follows: “Any item,

piece of equipment, or product system, whether acquired commercially,

modified, or customized, that is used to increase, maintain, or improve

functional capabilities of individuals with disabilities” (WHO & World

Bank, 2011, p. 101).

The purpose of this study is to critically discuss the application of a

model of the assistive technology assessment (ATA) process, developed by

Federici and Scherer (2012c), in a service delivery system. In the first

section, we will present the service delivery features including the

assessment of and matching with persons when AT was provided; a

subsequent section will describe the model of the ATA process adopted by

the AT service delivery team.

2. Method: Cross-cultural comparison of AT Service Delivery

Systems and discussion of the ATA Process Model

2.1. The Centre for AT Evaluation of Rome, Leonarda Vaccari Institute

The model of the ATA process developed by Federici and Scherer

(2012c) with contributions by 55 researchers from five continents, is not the

result of mere academic exercise, but emerges from evidence-based data

provided by applied research on the model (Müller, 2012). Beyond the

practical experiences of each contributor in developing the ATA process

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(Federici & Scherer, 2012c), the ATA ideal model has been tested in the

Center for AT evaluation of Rome, thanks to the scientific and clinical

collaboration and economic and operational support of the Leonarda Vaccari

Institute - which, in turn, is part of the Italian Network of Centers Advice on

Computer and Electronic Aids and cooperates with the Institute for

Matching Person & Technology. The Leonarda Vaccari center (hereafter

Center) for AT evaluation offers non-commercial advisory services and

support for AT and computers for communication, learning, and autonomy.

The service is free of charge for users who access it through the Italian

National Health Service.

According to the definitions of the Assistive Technology Act (United

States Congress, 2004), the Center for AT service covers five (A, C, D, F,

and G) of the seven services characterizing an AT service, as quoted above

in the previous section. According to a trans-cultural taxonomy as stated by

the United States Congress, we acknowledge how much the Italian AT

service delivery system permeates the Center model with features that might

remain hidden in a cross-cultural viewpoint of other health and service

delivery systems. We agree with Smith who compared service delivery in

the field of rehabilitation technology to an iceberg (Smith, 1987).

Before exploring the ATA process, we will now dive a little deeper into

the model of the Center (next sub-section) by turning to the more systematic

modeling of service delivery according to Smith (1987). Smith gives six

considerations or variables affecting service delivery - (1) purpose and

mission; (2) functional areas; (3) geographical catchment area; (4)

population served; (5) internal operation; (6) method (Smith, 1987, p. 13) –

and seven models in service delivery in rehabilitation technology – (1)

durable medical equipment supplier; (2) department within a comprehensive

rehabilitation program; (3) technology service delivery center in a

university; (4) state agency-based program; (5) private rehabilitation

engineering/technology firm; (6) local affiliate of a national nonprofit

disability organization; (7) miscellaneous types of programs (Smith, 1987,

pp. 15-19).

The first variable regards the “purpose and mission” of a service delivery

program.

“For example, some service delivery programs are based primarily as

evaluation centers, where clients come from all areas within a fairly

substantial geographical region for the purpose of receiving a

comprehensive evaluation and recommendations. Ongoing treatment and

therapy is not a part of the mission of this type of program. On the other

hand, some rehabilitation technology programs are based on a consulting

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model. The nature of these programs is based on a short-term relationship

between the provider and the user” (Smith, 1987, p. 13).

In order to understand the purpose and mission of the Center, we have to

take into consideration that AT devices in Italy are mainly provided through

the National Health Service that underpins specialist healthcare. AT devices

are prescribed by certified physicians (physiatrist, or doctor in rehabilitation

medicine). The prescription must be approved by the local health agency

(Azienda Sanitaria Locale: ASL), who can also refuse the prescription or

require further documentation if the ASL is unsure as to the suitability of the

AT prescribed or because the AT requires a specialized assessment process

(Estreen, 2010). In the latter case, the ASL makes use of an accredited AT

service delivery operating within the National Health Service via contract

with a single ASL. However, users can also access an accredited AT service

delivery center before accessing the ASL’s physician. For the user/patient,

the assessment by an ASL and/or by an AT service delivery center is free of

charge. Only AT services that are not included in the National Health

Service list (document drafted and regularly updated by the Ministry of

Health) or in the National Insurance for Labor Accidents (INAIL) system

must typically be paid for by users themselves. Because the Italian health

care system consists of three levels – national, regional, and local – regional

and local laws provide several ways to obtain partial or complete

reimbursement (Estreen, 2010).

In view of the situation, an Italian center for AT service delivery never

sells the product chosen by the user or assigns it directly to the user, thus

freeing centers from bias towards any particular product or vendor. The

device provision must be made later by the ASL. Therefore, in an accredited

Italian AT service delivery center, the individual who utilizes it will always

be a user, never a client; sometimes a patient, never a purchaser (Federici &

Scherer, 2012b). This health care system gives major autonomy to the

service delivery center in evaluating and choosing an AT as there is no

conflict of interest between AT evaluation of a user’s needs and AT

manufacturing and distribution market (Stack et al., 2009). This

characterizes well the purpose and mission of the Center as an evaluation

center, where users/patients come from all sectors within a fairly substantial

geographical region for the purpose of receiving a comprehensive evaluation

and recommendations for a device. The Center also offers on-going

treatment and therapy (e.g., logo-therapy, cognitive therapy, pediatric neuro-

psychomotricity therapy) and subsequent follow-ups to check the AT use

and the assistive solution appropriateness over time.

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The functional areas addressed and the populations served by the Center

are children and adults with communication disorders and learning

disabilities. The internal operations of the assessment process are always

conducted by a multidisciplinary team, employees or consultants in the

Vaccari Institute which in turn is accredited by the regional ASL who

finances both the Institute’s programs and each user.

After clarifying the nature and services of the Center by taking advantage

of Smith’s (1987) six considerations of variables affecting service delivery,

the difficulty remains of identifying one among seven models within which

to classify the Center. All seven models in service delivery in rehabilitation

technology - even the seventh, “miscellaneous types of programs”, as stated

by Smith (1987) – do not align well with the characteristics of the Italian AT

service delivery. As already mentioned above, adopting USA taxonomies of

service delivery models in a system where 70 percent of the devices are paid

for privately, either out-of-pocket or as gifts (Freiman, Mann, Johnson, Lin,

& Locklear, 2006; Stack et al., 2009) is difficult as, in Italy, almost the total

AT costs are covered by the National Health Service or by the INAIL.

Therefore, the incompatibility of Smith’s taxonomy and the Center model is

due to the inability to reconcile two radically different systems of healthcare:

the American and Italian ones (for an overview of the European service

delivery systems see: Estreen, 2010; Federici & Scherer, 2012a).

2.2. The Assistive Technology Assessment Process in the Center

In a recent report, Stack and colleagues (2009) find basic procedural

steps common to every service delivery system among 21 European

countries:

- Initiative: initiation of the overall service delivery process, the first

contact between the client and the service delivery system.

- Assessment: recognition of the need for an assistive product,

evaluation of needs.

- Typology: recommendation for a type of assistive product,

identification of solution typology, i.e. the appropriate kinds of AT for

meeting needs.

- Selection: selection of the specific set of assistive devices and

services, final choice of the assistive product among the different

types available.

- Procurement/financing: authorization by the financing body, since

private and public funds pay most of the products that are purchased.

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- Usage: actual delivery of AT to the user, also including installation,

personalization and training for the end-user and his/her supporting

environment (family, employer, teacher, caregiver, etc.).

- Follow-up: subsequent follow-ups. Maintenance and, for the longer

term, continuous monitoring that the technical aid is still the

appropriate one for the individual requirements of the disabled

person” (Stack et al., 2009, p. 29).

Figure 1 - Flow chart of the ideal ATA process model (Federici & Scherer,

2012c). On the left is the User Action flow chart and on the right

are the procedures of the AT Service Delivery; the numbers refer

to phases and the small-cap letters designate the steps in each

phase.

These basic procedural steps are also common to the ATA process

(Federici & Scherer, 2012c). It outlines an ideal process that provides

reference guidelines for both public and private centers for provision of

technical aids allowing them to compare, evaluate, and improve their own

matching model. The ATA process borrows a user-driven working

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methodology from the Matching Person and Technology Model (Scherer,

1998; Corradi et al., 2012, p. 52). Furthermore, the ATA model embraces

the International Classification of Functioning, Disability and Health’s

(ICF) bio-psycho-social model (2001) aiming for the best combination of

AT to promote a consumer’s personal well-being.

The ATA process can be read either from the perspective of the user or

from the perspective of the Center (Fig. 1).

Because the ATA process is a user-driven process, any activity in an AT

service delivery center must find correspondence to a user action and vice-

versa. The user’s actions in the ATA process can be grouped into three

phases.

- Phase 1: The user seeks a solution for one or more personal activity

limitations or participation restrictions and seeks assistance from a

center.

- Phase 2: The user checks the solution by trying and checking one or

more technological aids provided by the professionals in a suitable

evaluation setting (Center, house, hospital, school, rehabilitation

center, etc.).

- Phase 3: The user adopts the solution after obtaining the technological

aid(s) from the public health system (or public/private insurance), and

receives training for the daily use of the AT and follow-up.

The actions of the Center can be grouped into four phases.

- Phase 1: (a) The AT service delivery center welcomes a user’s request

by activating an initial meeting at a time and location suitable for the

user/client population. (b) The initial interviewer is focused on

gathering the user’s background information and psycho-socio-

environmental data. (c) After the user provides data to the center, data

are collected and the case is opened and transmitted to the

multidisciplinary team.

- Phase 2: (e) The multidisciplinary team evaluates the data and user’s

request and arranges a suitable setting for the matching assessment.

- Phase 3: (f) The multidisciplinary team, along with the user, assesses

the assistive solution proposed, tries to find the solution and gathers

outcome data. (g) The multidisciplinary team evaluates the outcome of

the matching assessment, then (h) proposes the assistive solution to

the user. When the assistive solution proposed requires an

environmental evaluation, the team initiates the Environmental

Assessment Process (Fig. 2).

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- Phase 4: (j) When the technological aid is delivered to the user, a

follow-up and on-going user support is activated and the assistive

solution is verified in the daily life context of the user.

There are three general considerations about the phases in the ATA

process. First, it is easy to identify within the phases of the ATA process the

basic procedural steps identified by Stack and colleagues (2009). Regarding

the common step “procurement/financing”, corresponding to phase 4, step

(i) “assistive technology provision” of the AT service delivery, the

authorization for financing must be given by the ASL. Second, in the ATA

process model, AT service delivery does not provide just a device (i.e., AT),

but much more – an assistive solution that “does not coincide with assistive

technology, since [… it] is a complex system in which psycho-socio-

environmental factors and assistive technology interact in a non-linear way

by reducing activity limitations and participation restrictions by means of

one or more technologies” (Federici & Scherer, 2012a, pp. 8-9). Third,

keeping the above in mind, it is also clear why in phase 4, step (i) of the AT

Service Delivery, the Center identifies an “AT” that will be provided to the

user by the National Health Service and not an assistive solution. In fact, in

phase 4, we are referring to the provision of an AT device evaluated as

instrumental to reach an assistive solution. The assistive solution is the goal

of the entire process of matching. Hypothetically, an assistive solution may

not require any technological aid, but, for example, changes to fit the

environment.

The ATA process model acknowledges that the environment is

antecedent to the AT and crucial for determining an assistive solution

(Mirza, Gossett Zakrajsek, & Borsci, 2012). According to the ICF bio-

psycho-social model of disability (2001), Environmental Factors (i.e.,

products and technology, the natural and constructed environment, support

and relationships, attitudes and services, systems and policies) and Personal

Factors (i.e., age, sex, race, motivation and self-esteem) belong to

Contextual Factors. Therefore, we define the environment in the ATA

process as any context in which the AT is used by a person, according to the

WHO’s description of the environment as the “world in which people with

different levels of functioning must live and act” (2011, p. 5).

Even though an environmental evaluation can occur at any phase of the

ATA process and is considered at its inception (during the user data

collection phase, Figure 1: AT Service Delivery, phase 1, step [c]),

nevertheless the ATA process includes a specific environmental assessment

to be activated when, in the matching process (Fig. 1: AT Service Delivery,

phase 3, step [f]), the assistive solution proposed requires a more accurate

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evaluation of the user’s context of use. The evaluation of cost-benefit

balance for the impact of the AT on the environment can lead the

multidisciplinary team and the user to proceed either by modifying the

environment, changing the AT, or both (Fig. 2).

Figure 2 - Flow chart of the Environmental Assessment Process in the ATA

process model (Mirza et al., 2012). The Environmental

Assessment Process expands and describes the rectangle in

Figure 1, phase 3 of the AT Service Delivery entitled

“Environmental assessment process”. On the left is the

Environmental Assessment Process flow chart and on the right

are the procedures of the AT Service Delivery. The numbers refer

to phases and the small-cap letters to steps in each phase.

As displayed in Figure 2, we identify three main phases in the

environmental assessment procedure:

- Phase 1: Practitioners assess the impact of the environment for

supporting or obstructing full participation for the user.

If a match between the environment, the user and the AT is obtained,

the assistive solution is found, the environmental evaluation ends

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and the process proceeds with step (g), phase 3 of AT Service

Delivery.

However, if a match does not occur, a cost-benefit balance is

initiated to determine whether either modifying the environment,

changing the AT or both is best.

- Phase 2: Practitioners have to check the economic and socio-cultural

impact of modifications. The modifications can include the

environment, the AT, or both.

- Phase 3: On the basis of the impact analysis, practitioners can take one

of the following decisions: (I) modify the environment; (II) change the

AT; (III) do both of the preceding.

As a consideration for the environmental assessment process, the job of

practitioners involved in an environmental assessment (e.g., architecture,

engineer, psycho-technologist, ergonomist, etc.) should never replace the job

of control, supervision, and assessment carried out by the multidisciplinary

team of an AT service delivery. The environmental assessment, when

needed, supports and integrates the ATA process driven by two main actors:

the user and the multidisciplinary team. In light of this, it should be clear

why it is necessary to restart the environmental assessment process at step

(d), phase 2, in AT Service Delivery when the outcome of the environmental

assessment process suggests a need to modify or change an AT.

2.3. The relevance of the presence of the psychologist in the

multidisciplinary team

Effective team work plays a crucial role in rehabilitation, producing

better patient outcomes. However, there is limited published evidence

concerning what constitutes the key components of successful teams in

rehabilitation programs (Neumann, Gutenbrunner, Fialka-Moser,

Christodoulou, Varela, Giustini et al., 2010). Although the structure, level of

intensity, and services available for rehabilitation vary widely from one area

to another, whether comparing facilities, cities, states, or countries;

nevertheless, there is considerable cross-cultural consistency in the view of

the composition of the rehabilitation team (Scherer & Federici, 2012) from

Singapore (Chua, Ng, Yap, & Bok, 2007) to the USA [Joint Committee on

Interprofessional Relations Between the American Speech-Language-

Hearing Association and Division 40 (Clinical Neuropsychology) of the

American Psychological Association, 2007] and Europe (Gutenbrunner,

Ward, & Chamberlain, 2006, 2007). In this framework, the role of the

psychologist and psychiatrist is well and universally recognized.

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However, we want to call attention to the importance of the

psychologist’s role in AT service delivery because we observe that in the

field of AT the technical features of a device are often focused upon to the

detriment of the psychosocial aspects. A large amount of data on AT

abandonment showed the importance and effects of personal and

psychosocial factors on the non-use and discontinuance of AT use (e.g.:

Phillips & Zhao, 1993; Riemer-Reiss & Wacker, 1999; Riemer-Reiss &

Wacker, 2000; Scherer, Sax, Vanbiervliet, Cushman, & Scherer, 2005;

Verza, Carvalho, Battaglia, & Uccelli, 2006; Söderström & Ytterhus, 2010;

Federici & Borsci, 2011). A recent study carried out by Federici and Borsci

(Federici & Borsci, 2011; Federici & Borsci, under review) in Italy shows

that users receiving an AT device from the Italian National Health System

without both personal support in the initial AT use and a follow-up after the

AT assignation are more likely to not use the AT (24 out of 100) compared

to those users that are included in a structured and personalized AT

assessment process and a well-planned, post-assistance follow-up service. In

this latter case, indeed, the AT non-use falls to 13%.

A basic understanding of human behavior is considered sufficient by

many in the AT field to assess the personal factors of a potential AT user.

Implicitly or explicitly, this seems to be the attitude of several AT service

delivery models (Meloni, Federici, & Stella, 2011; Meloni, Federici, Stella,

Mazzeschi, Cordella, Greco et al., 2012). However, this behavior carries the

risk of under-evaluating the effect of personal factors on effective AT

selection, use, and realization of benefit from use because knowledge of

personal factors is not equivalent to knowledge of subjective dimensions and

individual functioning. Even when assuming team members possess

theoretical knowledge of personal factors, this does not provide them with

the appropriate skills to acknowledge and manage the psychological and

psychosocial facets of an individual’s functioning. The psychologist in an

AT service delivery process provides an appropriate psychological

evaluation or a precise clinical intervention with the users and/or their

significant human context over the course of the whole AT assignment

process. Assigning greater importance to personal factors would help

dramatically reduce the abandonment rate of technologies by users (Phillips

& Zhao, 1993; Riemer-Reiss & Wacker, 1999; Riemer-Reiss & Wacker,

2000; Scherer & Craddock, 2002; Scherer, 2005; Scherer et al., 2005; Verza

et al., 2006; Söderström & Ytterhus, 2010; Meloni et al., 2011; Meloni et

al., 2012).

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Meloni and colleagues (2012) have defined five points in the

psychologist’s role and the professional skills of psychologists in the ATA

process:

1. Identify the user’s personal factors, priorities, preferences, etc. During

user data collection, the psychologist analyzes the clinical and

psychosocial data in order to identify the greatest number of personal

factors that are relevant when matching the user with technology. In

addition, the psychologist will identify the user’s preferences and

priorities in relation to the objective to be achieved through an

assistive solution.

2. Advocating the user’s request in the user-driven process by which the

selection of one or more technological aids for an assistive solution is

reached. Active listening, empathy, and the ability to reformulate in a

shared language the user’s requirements are the main tools employed

by the psychologist at this step. Advocating the user’s requests is also

the psychologist’s task at follow-up.

3. Acting as a mediator between users seeking solutions and the

multidisciplinary team of an AT Service Delivery center. The

presence of a multidisciplinary team, in which each professional

carries out his or her values and preferences, might exponentially tend

to dis-empower the consumer’s point of view (Brown & Gordon,

2004, p. S13). Consequently, the psychologist should mediate between

the user seeking solutions and the multidisciplinary team during the

team meeting and the assistive solution team evaluation.

4. Team facilitating among members of the multidisciplinary team. As

an expert in human relationships, the psychologist plays a key role in

making connections easier between the different perspectives of the

team professionals.

5. Reframing the relationship between the client and his or her family

within the framework of the new challenges and limitations and

restrictions they face. Families and caregivers also have expectations

about AT assignment possibly overestimating or underestimating

outcomes, which will affect their relationship with the user and the

professionals. During the user agreement step and the support and

follow-up steps, the psychologist might help the family and/or

caregivers to reframe their relationship with the user.

The role of the psychologist within the ATA process is displayed in

Figure 3.

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Figure 3 - The psychologist’s role in the ATA process model. According to

Meloni and colleagues (2012), the five actions (identify,

advocate, mediate, facilitate and reframe) of the psychologist in

the ATA process are shown in relation to the User’s Actions and

the AT Service Delivery procedures.

2.4. The psycho-technologist: a new profession in the ATA process

Whereas in the previous section we have stressed the role of the

psychologist within the ATA process, here we will introduce a new

interdisciplinary profession: the psycho-technologist (Federici, Corradi,

Mele, & Miesenberger, 2011; Federici & Scherer, 2012b; Miesenberger,

Corradi, & Mele, 2012; Borsci, Kurosu, Federici, & Mele, 2013).The

psycho-technologist is an expert on Information and Communication

Technologies, in particular Human-Computer Interaction and human factors,

and analyzes the relations emerging from the person-technology interaction

by aiming to reach a high level of autonomy for people in need and their

social participation. The assessment process is critical for the success of

assistive solution-seeking and use.

The psycho-technologist differs from a cognitive ergonomist because the

main role of the latter is to analyze person-artifact interactions in the

working environment by taking into account both the cognitive and

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behavioral effects arising from the interaction system, the activities and

skills needed to improve productivity and effectiveness and, at the same

time, avoid any cognitive or physical overload (Bridger, 2003). Conversely,

the psycho-technologist evaluates the interaction between person and

technology by following a user - AT - environment model of mutual

influence (Federici & Meloni, 2013).

Furthermore, the psycho-technologist distinguishes him/herself from the

professional role of the psychologist in AT service provision, as the latter

focuses on personal factors, human relationships and communication,

connecting the “bio”, “psycho” and “social” components affecting the ATA

process, whereas the former may not be a clinical/dynamic psychologist,

even though he or she has a background in psychology, specifically in

rehabilitation (Miesenberger et al., 2012).

How does the psycho-technologist work in the Center? By following the

bio-psycho-social perspective, the psycho-technologist aims to analyze

barriers and facilitators to obtain the best combination possible. Specifically,

the psycho-technologist analyzes the interaction between three different

systems (Figure 4): the person, the technology, and environmental factors, as

in Scherer’s Matching Person and Technology model (1998, 2005).

Figure 4 - The socio-environmental system according to the bio-psycho-

social perspective (Federici & Meloni, 2013; 2001). The

psycho-technologist meets the user’s needs by seeking a proper

assistive solution (in cooperation with the multidisciplinary

team). With the use of different tools (MPT measures (including

the ATD-PA), QUEST, SUMI, IPDA, etc.), the psycho-

technologist leads the team by observing critical issues and

problems.

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This process aims to reach a level of autonomy for the person in need

(related to contextual factors and technological features and functions). The

psycho-technologist verifies if the environmental expectations (such as:

family, health, and educational operators) can meet the user’s possibilities of

benefitting from the technology. In other words, by the use of different

psychometric tools – e.g., the Survey of Technology Use (SOTU) and the

Assistive Technology Device Predisposition Assessment (ATD-PA; Scherer,

1998), the Quebec User Evaluation of Satisfaction with Assistive

Technology (QUEST; Demers, Monette, Lapierre, Arnold, & Wolfson,

2002), the Software Usability Measurement Inventory (SUMI; Kirakowski,

1998), etc. – the psycho-technologist explores the user’s needs by seeking a

proper assistive solution by leading the multidisciplinary team to observe

critical issues and problems (Scherer, Jutai, Fuhrer, Demers, & Deruyter,

2007).

Figure 5 - The psycho-technologist’s actions in the AT Service Delivery flow

chart. Button numbered signs depict the steps of participation for

the psycho-technologist’s intervention.

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As displayed in Figure 5, the psycho-technologist acts in the ATA

process in five main steps.

1. The psycho-technologist analyzes the collected user’s data and

emphasizes any environmental, personal or technological issues (button

chart 1, phases 1-2, steps [c], [d]). In agreement with the

multidisciplinary team, he or she studies the medical case by considering:

the individual’s predisposition for AT use; previous experiences with AT;

the current motivation to use AT; and environmental factors that might

affect the matching process (e.g., administering the SOTU and the ATD-

PA).

2. The psycho-technologist sets up the assessment setting and checks

if the technologies are ready for the matching process (button chart 2,

phase 3, step [e]).

3. The multidisciplinary team, along with the user, assesses the

assistive solution proposed, tests the solution and gathers outcome data

(button chart 3, phase 3, step [f]). The role of the psycho-technologist in

this phase is to guide the matching test by introducing and explaining the

functions and features of the AT proposed. Then, he or she supervises the

interaction between the user and the AT, recording any critical

situation(s).

4. The psycho-technologist reports the outcome of the matching

process and discusses the solution proposed to the user with the

multidisciplinary team on the basis of observations made during the

interaction between user and the AT (button chart 4, phase 3, step [g]).

5. When the AT proposed by the AT Service Delivery is delivered to

the user, follow-up and ongoing user support is activated. The psycho-

technologist, in coordination with the multidisciplinary team, evaluates

the outcome of the assistive solution in the context of use (button chart 5,

phase 4, step [j]).

In conclusion, the current concept of psycho-technology is related to a

neologism for explaining a new professional figure who investigates the

psychological and cognitive components involved in the interaction

environment, whether it be a physical environment or an information and

communications technology one. Here, one can think of other compounds

that we use: psycho-therapy, psycho-metrics, and so on.

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3. Conclusions

Assistive technology devices (ATDs) can be very important to an

individual’s enhanced functioning, task accomplishment and

inclusion/participation. With almost 40,000 different ATDs on the market,

the wide variety of choices available in products and features can make the

selection of the most appropriate match for a person seem daunting and

complex. However, when a systematic selection process is followed, such as

the ATA process outlined in this article and in Federici and Scherer (2012c),

complexity can be made manageable and better outcomes can be achieved.

By following both a user-driven and bio-psycho-social perspective, the

ATA model provides practitioners in the AT service delivery field with an

ideal and comprehensive set of guidelines to help them to reach effective AT

selection and assignment processes and, moreover, to carefully take into

account the effects of personal and psychosocial factors on the non-use and

discontinuance of AT use. Unused ATDs and ineffective service delivery

systems represent waste that our economies cannot afford. Resources today

must often be pooled, but this can be accomplished in a beneficial way

rather than becoming a hindrance when it results in cross - and multi-

disciplinary collaboration and the adoption of processes designed to

simultaneously address multiple facets of the individual and ATD match.

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