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Background: Hypertension (HTN) is a global public health issue. Self-care is an essential component of HTN
treatment, but no instruments are available with which to measure self-care of HTN. Objectives: The purpose of this
study is to test the psychometric properties of the Self-care of Hypertension Inventory (SC-HI). Methods: Using
the Self-care of Chronic Illness theory, we developed a 24-item measure of maintenance, monitoring, and
management appropriate for persons with chronic HTN, tested it for content validity, and then tested it in a convenience
sample of 193 adults. Exploratory factor analysis was used to identify measure structure. Cronbach"s ! and factor
determinacy scores and were used to assess reliability. Validity was tested with the Medical Outcomes Study General
Adherence Scale and the Decision Making Competency Inventory. Results: Seventy percent of the sample was
female; mean age was 56.4 T 13 years; mean duration of HTN was 11 T 9 years. Removal of 1 item on alcohol
consumption resulted in a unidimensional self-care maintenance factor with acceptable structure and internal
consistency (! = .83). A multidimensional self-care management factor included ‘‘consultative’’ and ‘‘autonomous’’
factors (factor determinacy score = 0.75). A unidimensional confidence factor captured confidence in and
persistence with each aspect of self-care (! = .83). All the self-care dimensions in the final 23-item instrument were
associated with treatment adherence and several with decision making. Conclusion These findings support the
conceptual basis of self-care in patients with HTN as a process of maintenance, monitoring, and management. The
SC-HI confidence scale is promising as a measure of self-efficacy in self-care.
KEY WORDS: adherence, blood pressure, decision making, hypertension, instrument development,
measurement, self-care, self-management
Copyright © 2016 Wolters Kluwer Health, Inc. Unauthorized reproduction of this article is prohibited.
2 Journal of Cardiovascular Nursing x Month 2016
targeted discrete behaviors (eg, assessing medication how likely they were to use each of 4 recommended
adherence, weight loss, or physical activity levels) or actions (reduce the salt in your diet, reduce your stress,
influencing factors (eg, motivation and self-efficacy), be careful to take your prescription medicines more
which has limited the evaluation of self-care intervention regularly, and call your doctor/nurse for guidance) for
effectiveness. Thus, the purpose of this study is to test controlling their BP (1, not likely, to 4, very likely) if
the psychometric properties of the theoretically based they recognized that their BP was elevated. The last
Self-Care of Hypertension Inventory (SC-HI). question on the self-care management scale assesses the
ability to evaluate treatment effectiveness (0, nothing
Theoretical Framework tried, 1, not sure, to 4, very sure).
The self-care confidence scale is a 4-point scale
Self-care was conceptualized by the middle range (1, not confident, to 4, very confident) used to assess
theory of self-care in chronic illness and defined as a confidence in one"s ability to engage in each individual
naturalistic decision-making process of maintaining element of self-care. Self-care confidence is not an ele-
health through health-promoting practices and man- ment of self-care, but we have shown previously that it
aging illness.4 Self-care maintenance refers to those is a powerful predictor of self-care. Each of the 3 scales
behaviors used by patients with a chronic illness to (maintenance, management, and confidence) is scored
maintain physical and emotional stability. Self-care separately and standardized to 0 to 100, with higher
monitoring refers to the process of observing oneself scores indicating better self-care. That is, 3 separate
for changes in signs and symptoms. Self-care man- scores are produced. The SC-HI is freely available on our
agement is the response to signs and symptoms when Web site: http://www.self-careofheartfailureindex.com/.
they occur. The SC-HI was designed to capture the theo-
retical process of the middle range theory of self-care
in chronic illness with 3 scales: self-care maintenance, Content Validity
management, and confidence. Self-care confidence The content validity of an instrument is the degree to
refers to the confidence that one has in the ability to which it includes an appropriate sample of items for
perform a specific action and to persist in perform- the construct being measured. Polit and Beck12 describe
ing that action despite barriers. 2 phases: careful conceptualization and domain analysis
before item generation and then evaluation of the con-
Methods tent with expert assessment. The SC-HI was designed to
reflect the underlying middle range theory of self-care
Instrument Development
of chronic illness. The relevance of the proposed items
Items in the SC-HI were designed to reflect the theo- was judged by a 6-member expert panel composed of
retical constructs of self-care maintenance, monitoring, 2 cardiovascular nurse clinicians and 4 nurse scientists.
and management. Items in the self-care maintenance These individuals were asked to rate the content rele-
scale reflect 12 common adherence behaviors recom- vance of each item on a scale of 1 (unnecessary) to 3
mended for persons with HTN: check BP, eat fruits (essential).13 The content experts were asked for sug-
and vegetables, be physically active, keep medical ap- gested revisions and whether any important content
pointments, eat a low-salt diet at home and when was missing.14
dining out, exercise, take medications, use a medica- Content validity was quantified using the content
tion reminder system, eat a low-fat diet, and control validity index.15 The content validity index was cal-
body weight. These items were written using published culated for each individual item and then for the full
literature, clinical guidelines, and scientific statements instrument. The content validity index for each item
from the American Heart Association.5,6 Two similar was calculated as the proportion of experts who rated
items addressing diet and exercise were included in its content as useful or essential (2 or 3). The con-
the maintenance scale to increase the internal consis- tent validity index for the full instrument was calcu-
tency of the scale. Respondents rate how frequently lated as the proportion of items the experts rated as
they engage in each behavior on an ordinal rating scale relevant.13
(1, never or rarely, to 4, always or daily). A rating scale A panel of 6 experts in HTN rated each item for
with an even number was used to avoid an undecided content validity.13 Every individual item achieved 100%
midpoint. agreement as essential or useful except for one. That 1
The self-care management scale is completed and itemVtake an extra BP pillVwas rated as unnecessary
scored if patients report that that their BP has been by 2 of 6 reviewers. That item was changed to ‘‘Be
high in the previous interval, even briefly. To capture careful to take your prescription medicines more regu-
monitoring, respondents are first asked how quickly larly.’’ The overall content validity index was 0.96.
they recognized that their BP was high (0, not recog- Minor editing suggested by the expert panel was incor-
nized, 1, not quickly, to 4, very quickly) and to indicate porated into the final instrument.
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Self-care of Hypertension Inventory: Psychometric Testing 3
Copyright © 2016 Wolters Kluwer Health, Inc. Unauthorized reproduction of this article is prohibited.
TABLE 2 Self-care of Hypertension Item Analysis
Never Item-Rest
Maintenance Items or Rarely Sometimes Frequently Always or Daily Mean T SD Correlation ! if Removed
1. Check your BP 19.2% 44.6% 29.5% 6.7% 2.24 T 0.84 0.36 .79
2. Eat lots of fruits and vegetables 12.9% 37.6% 26.8% 22.7% 2.59 T 0.98 0.54 .78
3. Do some physical activity 11.4% 35.2% 32.6% 20.7% 2.63 T 0.94 0.54 .78
4. Keep doctor or nurse appointments 0.5% 9.4% 21.5% 68.6% 3.58 T 0.68 0.33 .80
5. Eat a low-salt diet 19.2% 31.6% 21.8% 27.5% 2.58 T 1.09 0.62 .77
6. Exercise for 30minutes 26.5% 30.7% 26.0% 16.7% 2.32 T 1.04 0.58 .78
7. Take medicines as prescribed 3.2% 9.5% 7.9% 79.4% 3.63 T 0.78 0.41 .79
8. Ask for low-salt items when eating 51.6% 22.9% 13.5% 11.9% 1.86 T 1.05 0.49 .79
out or visiting others
9. Use a system to help you remember your medicines? 41.9% 5.8% 6.3% 46.1% 2.57 T 1.42 0.32 .80
For example, use a pill box or reminders.
4 Journal of Cardiovascular Nursing x Month 2016
10. Cut down on the alcohol you drink (If you 11.4% 12.4% 13.5% 62.7% 3.27 T 1.07 0.06 .83
never drink, circle 4 for always)
11. Eat a low-fat diet 16.2% 44.8% 25.5% 13.5% 2.36 T 0.91 0.65 .77
12. Try to lose weight or control your body weight 17.1% 36.8% 23.8% 22.3% 2.52 T 1.02 0.55 .78
I did not
Recognize Not Somewhat
It/Try Quickly/ Quickly/ Quickly/ Very Quickly/ Item-Rest
Management Items Anything Likely/Sure Likely/Sure Likely/Sure Likely/Sure Mean T SD Correlation
13. How quickly did you recognize that your blood 29.0% 11.0% 16.0% 22.0% 22.0% 1.97 T 1.55 0.27
pressure was up
14. Reduce the salt in your diet Y 12.8% 19.2% 29.1% 39.0% 2.94 T 1.05 0.44
15. Reduce your stress level Y 7.8% 23.4% 33.3% 35.5% 2.96 T 0.95 0.36
16. Be careful to take your prescription medicines Y 27.1% 4.3% 10.0% 58.6% 3.00 T 1.31 0.09
more regularly
17. Call your doctor/nurse for guidance Y 25.0% 17.1% 20.0% 37.9% 2.71 T 1.21 0.13
18. How sure were you that the 33.1% 18.3% 12.7% 20.4% 15.5% 1.67 T 1.50 0.29
action helped or did not help
Somewhat Very Item-Rest
Confidence Items Not Confident Confident Confident Confident Mean T SD Correlation ! if Removed
19. Control your BP 4.2% 32.8% 45.5% 17.5% 2.76 T 0.79 0.45 .80
20. Follow your treatment regimen 3.7% 19.2% 38.8% 38.3% 3.12 T 0.84 0.44 .80
Copyright © 2016 Wolters Kluwer Health, Inc. Unauthorized reproduction of this article is prohibited.
21. Recognize changes in your health 1.6% 22.9% 45.2% 30.3% 3.04 T 0.77 0.44 .80
22. Evaluate changes in your BP 5.4% 27.8% 42.3% 24.6% 2.86 T 0.85 0.47 .82
23. Take action that will control your BP 2.7% 21.3% 48.4% 27.7% 3.01 T 0.77 0.43 .79
24. Evaluate how well an action works 7.9% 28.7% 42.6% 19.7% 2.75 T 0.86 0.45 .81
Self-care of Hypertension Inventory: Psychometric Testing 5
TABLE 3 Self-care of Hypertension tion (item 10) had poor fit with other items and
Maintenance Exploratory Factor Analysis internal consistency was improved with its removal.
Removing this item resulted in a unidimensional scale
Maintenance Items Unidimensional
with the best fit (Table 3). Cronbach"s ! on the SC-HI
1. Check your blood pressure? 0.414a maintenance scale (without item 10) was .83, and it
2. Eat lots of fruits and vegetables? 0.700a
was strongly associated with adherence and with
3. Do some physical activity? 0.718a
4. Keep doctor or nurse appointments? 0.438a informed awareness (Table 4).
5. Eat a low-salt diet? 0.758a
6. Exercise for 30 minutes? 0.779a Self-care Management
7. Take medicines as prescribed? 0.561a
8. Ask for low-salt items when eating out 0.660a
The easiest management behavior for respondents was
or visiting others? being careful to take prescription medicines more
9. Use a system to help you remember 0.393a regularly (item 16) and the most difficult management
your medicines? behavior was judging whether an action helped or not
11. Eat a low-fat diet? 0.762a (item 18). Several items in this scale were problematic
12. Try to lose weight or control your 0.626a
body weight?
with regard to fitting with a single scale (Table 2); a
# 2 = 75.4, P = single factor analysis of the SC-HI management items
.002 had poor fit (# 2 = 21.9, P = .015; root-mean-square
RMSEA = 0.085 errors of approximation = 0.117; comparative fit indices
CFI = 0.973 = 0.628, Tucker-Lewis indices = 0.442, SRMR = 0.199)
TLI = 0.958
SRMSR = 0.060
and a 2-factorstructure to management had better fit
compared with the unidimensional structure (Table 5).
Note that item 10, cut down on the alcohol you drink, has been deleted. The 2 factors in the self-care management scale were
Abbreviations: CFI, comparative fit index; RMSEA, root-mean-square
error of approximation; SRMSR, standardized root-mean-square
named ‘‘consultative’’ (eg, recognizing high BP [item 13],
residual; TLI, Tucker-Lewis Index. calling a provider for guidance [item 17], and reducing
a
Factor loadings significant at the 5% level. salt in your diet [item 14]) and ‘‘autonomous’’ (ie,
reducing stress [item 15], refining medication adher-
General Adherence Scale) and decision making (Decision ence [item 16], and judging whether an action helped
Making Competency Inventory). All analyses were or not [item 18]). Reliability of the 2-factor self-care
performed in Stata v 14 (College Station, Texas) or management structure was sufficient (factor determi-
Mplus v 7.31 (Los Angeles, California). nacy score = 0.75). The consultative factor was asso-
ciated significantly with informed awareness but not
Results general adherence, and the autonomous management
The sample of 193 adults was mostly (70%) female factors were associated significantly with medication
and ethnically diverse (60% black, 32% white, 6% adherence and informed awareness (Table 4).
Latino, 2% Asian). The mean age was 56.4 T 13 years;
mean duration of HTN was 11 T 9.4 years. Further Self-care Confidence
details describing the sample are shown in Table 1. Participants were most confident in their ability to
follow the treatment regimen (item 20), and least
Self-care Maintenance
confident in their ability to control their BP (item
Item responses on the SC-HI are presented in Table 2. 19); individual confidence items formed a single
The easiest maintenance behavior for respondents scale (Table 2) with acceptable fit (Table 6). Reli-
was taking their medications as prescribed (item 7) ability of the unidimensional self-care confidence
and the most difficult behavior was checking their BP structure was sufficient (! = .83). The single self-care
daily (item 1). One item focused on alcohol consump- confidence factor was associated significantly with
TABLE 4 Linear Correlations Between Self-care of Hypertension Inventory Domains and Adherence
and Decision-Making
Medical Outcomes Study Decision-Making
Domain General Adherence Survey Informed Awareness Self-appraisal Autonomy
Maintenance 0.729; P G .001 0.500; P G .001 j0.085; P = .436 j0.083; P = .450
Management
Consultative 0.242; P = .058 0.328; P = .010 j0.081; P = .535 j0.025; P = .847
Autonomous 0.387; P G .001 0.322; P = .002 j0.014; P = .895 j0.039; P = .720
Confidence 0.342; P G .001 0.365; P G .001 j0.265; P = .010 j0.178; P = .089
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6 Journal of Cardiovascular Nursing x Month 2016
TABLE 5 Self-care of Hypertension Manage- effective without medication adherence in those with
ment Exploratory Factor Analysis more elevated BP.29,30 According to The Lifestyle
Work Group,6 the effects of both a heart-healthy diet
Multidimensional
(ie, vegetables, fruits, whole grains, low-fat dairy
Management Items Consultative Autonomous products, poultry, fish, legumes, and limited sweets
a
13. How quickly did you 0.824 and red meats) and reduced sodium intake are even
recognize that your blood greater when combined.
pressure was up?
14. Reduce the salt in your diet 0.317a
15. Reduce your stress level 0.862a Self-care Management
16. Be careful to take your 0.616a
Our analysis of the self-care management scale re-
prescription medicines
more regularly vealed 2 factors: consultative and autonomous. As a
17. Call your doctor/nurse for 0.843a naturalistic decision-making process, self-care man-
guidance agement requires consideration of past experience to
18. How sure were you that 0.354a make a decision on what action to take in a specific
the action helped or did
situation.31 Accordingly, the consultative dimension
not help?
# 2 = 10.7, P = .154 of management included 3 behaviors: recognizing an
RMSEA = 0.07 elevated BP, reducing dietary salt, and calling a health-
CFI = 0.998 care provider. We were surprised that dietary salt re-
TLI = 0.997 duction was in the consultative dimension, but perhaps,
SRMSR = 0.030
this reflects the difficulty that people have in correctly
Abbreviations: CFI, comparative fit index; RMSEA, root-mean-square labeling the sodium content of foods, identifying hid-
error of approximation; SRMSR, standardized root-mean-square den sodium sources in food, and that they require con-
residual; TLI, Tucker-Lewis Index.
a
Factor loadings significant at the 5% level.
sultation with providers to reduce dietary sodium.
These behaviors are standard components in patient
adherence and both informed awareness and self- education materials. For example, patients are routinely
appraisal (Table 4). instructed to measure and record BP at home and call a
healthcare provider if a reading exceeds a specific level.
Discussion Then in consultation with the provider, action is taken.
Home BP monitoring has been used to evaluate the
The purpose of this study is to test the psychometric
response to antihypertensive medicines and to optimize
properties of the SC-HI, a new measure of self-care
medication management.8
designed for use with individuals with HTN. The
The second self-care management dimension, au-
results of this study illustrate that the SC-HI is reliable
tonomous management (eg, reduce stress, take medi-
and valid and ready for further testing. Our findings
cation regularly, and evaluate if action helped) suggests
support the conceptual basis as defined in the middle
a decision-making process that is thoughtful or re-
range theory of self-care in chronic illness4 of self-care
flective. For example, using past experience, individuals
in patients with HTN as a process of health maintenance
may reflect on the potential reasons for their symptom
within the context of management of HTN as a chronic
condition. Self-care management of HTN requires
TABLE 6 Self-care of Hypertension Confidence
monitoring of BP and associated symptoms as well as a
Exploratory Factor Analysis
timely response to elevated BP.
In this analysis, self-care maintenance reflected 11 Confidence Items Unidimensional
health-promoting behaviors identified by experts as 19. Control your blood pressure? 0.728a
having a beneficial effect on BP lowering.1,6 These 20. Follow your treatment regimen? 0.782a
behaviors capture both treatment adherence and 21. Recognize changes in your health? 0.751a
22. Evaluate changes in your blood pressure? 0.653a
lifestyle activitiesVboth of which are necessary for
23. Take action that will control your 0.772a
HTN control. Although the finding of a unidimen- blood pressure?
sional maintenance scale differs from the other self- 24. Evaluate how well an action works? 0.686a
care instruments,19,28 it is consistent with the # 2 = 30.9, P = .003
collective evidence that a health-promoting lifestyle RMSEA = 0.071
CFI = 0.979
contributes to achieving BP control even in patients
TLI = 0.965
taking anti-HTN medications.6 For example, there is SRMSR = 0.051
compelling evidence that weight loss, best achieved
through a combination of decreased caloric intake Abbreviations: CFI, comparative fit index; RMSEA, root-mean-square
error of approximation; SRMSR, standardized root-mean-square
and exercise, is associated with lower BP in pre- residual; TLI, Tucker-Lewis Index.
HTN or stage 1 HTN, but neither is likely to be fully a
Factor loadings significant at the 5% level.
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Self-care of Hypertension Inventory: Psychometric Testing 7
Copyright © 2016 Wolters Kluwer Health, Inc. Unauthorized reproduction of this article is prohibited.
8 Journal of Cardiovascular Nursing x Month 2016
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