Abstract
Precis (for TOC): This study supports the validity and use of the internet-based Bill-Paying Task to identify executive function (EF) deficits and understand the impact on daily function for people with traumatic brain injury (TBI). The Bill-Paying Task can be used to assist with rehabilitation treatment planning for people with TBI.
The incidence and prevalence rates of traumatic brain injury (TBI) are high worldwide (Brazinova et al., 2016; Ma et al., 2014; Peeters et al., 2015; Siman-Tov et al., 2016), and TBI is a major cause of disability (Faul et al., 2010). One of the main consequences of TBI is deficits in executive function (EF; Wood & Worthington, 2017), defined as integrative cognitive processes that determine goal-directed and purposeful behavior (Cicerone et al., 2000; Stuss, 2011). EFs include high-level cognitive abilities such as attention, planning, problem solving, multitasking, and behavioral control, which are essential for performing complex and novel tasks (Burgess, 2000; Mateer, 1999; Shallice & Burgess, 1991a). EF deficits may therefore lead to difficulties in performing instrumental activities of daily living—such as household tasks, shopping, and driving (Lezak et al., 2012)—as well as poor participation (Faul et al., 2010; Lezak et al., 2012), which leads to decreased quality of life (Bottari et al., 2009 ; Siman-Tov et al., 2016).
Accurate assessment of EF is essential to plan a comprehensive rehabilitation program (Lewis et al., 2011). Because EFs are higher cognitive abilities, the assessment of EF is recommended after the screening and assessment of cognition to ensure that basic cognitive abilities are preserved (Bar-Haim Erez & Katz, 2018 ; Hartman-Maeir et al., 2009). Performance-based assessments, which use real-world objects or tasks, enable occupational therapy practitioners to link the observed performance to the underlying impairments. This practice helps practitioners understand the impact of EF deficits on daily function (Baum & Katz, 2010; Hahn et al., 2014) and thus to assess functional cognition (Toglia et al., 2019). Many performance-based assessments have been developed to assess EF, such as the Multiple Errands Test (Shallice & Burgess, 1991b) and the execution of a cooking task (Chevignard et al., 2000). However, none of these assessments entail the use of the internet, which is now an integral part of people’s lives.
The Executive Function Performance Test (EFPT; Baum et al., 2008) is a well-known, valid, and reliable performance-based tool that is used to assess EF (specifically, initiation, organization, sequencing safety and judgment, and task completion) while performing four everyday tasks (simple cooking, medication management, telephone use, and bill payment; Baum et al., 2008; Goverover et al., 2005; Katz et al., 2007). Recently, the Bill-Paying Task has been modified for internet use, in which the cheques were replaced by a mock credit card, and balancing the account was replaced by the line of credit. This modification makes the Bill-Paying Task more relevant for today’s technological world, especially for young adults. This internet-based task also provides computerized data regarding the person’s performance, making the scoring more sensitive. Validity of the internet-based Bill-Paying Task to assess EFs has been established for adults with stroke (Rand et al., 2018) but not for adults with TBI.
Therefore, we aimed to establish the validity of the internet-based Bill-Paying Task for assessing EF deficits among people after TBI. This study consisted of two parts: (1) establishing known-groups validity by comparing the performance of adults with TBI to healthy adults and (2) establishing convergent and ecological validity by correlating the internet-based Bill-Paying Task with assessments that measure EF and the participant’s behavioral and functional independence in the inpatient rehabilitation setting, respectively. We hypothesized that (1) significant between-groups differences would be found for performance of the internet-based Bill-Paying Task and (2) worse performance on the internet-based Bill-Paying Task would be correlated with worse performance on other EF assessments.
Method
A cross-sectional study was conducted with two consecutive parts.
Participants
Part 1 included 42 adults with TBI and 47 healthy adults who were administered the internet-based Bill-Paying Task. Part 2 included 28 (of the 42) adults with TBI who were administered the additional EF assessments.
We recruited participants with TBI (ages 18 yr and older) from inpatient rehabilitation wards using convenience sampling. Inclusion criteria were diagnosis of TBI, ability to understand verbal instructions as determined by their occupational therapy practitioner, motor ability to use the computer, previous computer experience (self-report), and intact or corrected vision. The Loewenstein Occupational Therapy Cognitive Assessment (Katz et al., 1989) was used to verify that participants’ basic cognitive abilities were preserved (score of 4/4 points on the Orientation, Visual Perception, and Spatial Perception subtests). Exclusion criteria were other neurological conditions, epilepsy, or psychiatric conditions (obtained from participants’ medical file) to control for confounding variables.
Healthy participants matched by age and sex were recruited through advertisements posted at the university and snowball sampling. Inclusion criteria were independent living in the community, at least 12 yr of education, previous use of computers, and no neurological or psychiatric conditions. The study was approved by the Loewenstein Rehabilitation Center’s Helsinki committee and by Tel Aviv University’s ethics committee. All participants provided written informed consent before their participation in the study.
Tools
Internet-Based Bill-Paying Task
The internet-based Bill-Paying Task was coded in LabVIEW (Version 12) and can be freely downloaded (https://www.tau.ac.il/∼portnoys/Internet-based_ Bill_Paying_Task.html). As in the original task, the occupational therapy practitioner actively observes the client’s performance, and scoring is based on the level of cueing that is provided to the client to complete the task: paying two bills (electricity, gas) online and using a mock credit card. Specifically, clients are scored on (1) initiation (5 points), (2) execution (15 points for organization, sequencing, safety, and judgment), and (3) completion (5 points). The total score ranges from 0 to 25 points; higher scores indicate more severe EF deficits (Baum et al., 2008, 2017). Computerized data include completion time (in seconds), time spent on each web page, number of mouse clicks, and mouse travel time (Rand et al., 2018).
In this study, the total, initiation, execution, and completion scores of the EFPT as well as the computerized data (specifically, completion time, time spent on electricity payment page, time spent on gas payment page, and total mouse travel) were all used as measures of EF. Criterion validity was established by the significant moderate to high correlations found between the total scores, total time, and computer performance data for the internet-based Bill-Paying Task and the Trail Making Test (TMT; Reitan, 1958) among healthy young and older adults, people with subacute stroke, people with chronic stroke, and young adults with attention deficit hyperactivity disorder (Rand et al., 2018).
WebNeuro Computerized Assessment Battery
The WebNeuro assessment battery (Silverstein et al., 2007) includes computerized adaptations of neuropsychological tests to identify deficits in EF. Five subtests from this battery, considered the gold standard for assessing EF components, were used: (1) digit span, which assesses the number of digits memorized (working memory; Wechsler, 1997); (2) TMT, which assesses the time taken to complete the task (cognitive flexibility; Reitan, 1958); (3) reaction time, which assesses the mean reaction time needed to choose between two stimuli (processing speed); (4) Stroop, which assesses the capacity to stop automatic reactions and thoughts as needed (inhibition; Stroop, 1935); and (5) maze, which assesses the time it takes to identify and learn a hidden path through trial and error (planning and organize behavior to meet a goal; Walsh, 1985). Scores for each subtest include raw scores and standardized scores adjusted for age and sex; however, scores are not recorded if the subtests are not completed within the time constraint. The WebNeuro battery was found to be moderately to highly correlated (r = .75–.86, p < .001) with IntegNeuro (Brain Resource Ltd., 2007), a well-established touchscreen-based computerized cognitive assessment battery that highly supports the criterion validity test–retest reliability of the different subtests (.73–.89; Silverstein et al., 2007). The WebNeuro battery has been validated for several adult populations, including people with mild TBI (Brain Resource Ltd., 2010).
Semantic Verbal Fluency Test
The Semantic Verbal Fluency test (Kavé, 2005) was assessed by obtaining the number of words generated in 1 min for each of the following three semantic categories: animals, fruits and vegetables, and vehicles. This test is a reliable and valid tool to assess EF deficits among adults after TBI (Henry & Crawford, 2004; Kavé et al., 2011), specifically, selective attention, mental set shifting, and self-monitoring.
Behavioural Assessment of the Dysexecutive Syndrome
The Behavioural Assessment of the Dysexecutive Syndrome (BADS; Wilson et al., 1996) is designed to assess effects of dysexecutive syndrome and includes the following subtests simulating everyday activities: Rule Shift Cards, Action Program, Key Search, Temporal Judgment, Zoo Map, and Modified Six Element. The BADS requires participants to plan, initiate, monitor, and adjust behavior in response to the explicit and implicit demands of a series of tasks. An overall profile score ranging from 0 to 24 is produced as a sum of individual subtest scores. It has high interrater reliability (.88–1.00), and construct validity was established for adults with TBI (Wilson et al., 2003).
Dysexecutive Questionnaire
The Dysexecutive Questionnaire (DEX) is a reliable and valid questionnaire (Wilson et al., 1996) for identifying EF deficits in everyday life (Bennett et al., 2005). This 20-item questionnaire inquires about everyday problems such as emotional, personality, motivational, behavioral, or cognitive changes. According to Emmanouel et al. (2014), the DEX was found to be an ecologically valid, highly accurate, and sensitive measure for patients with TBI because it was strongly correlated with several clinical measures of executive dysfunction, such as the BADS, the Everyday Description Task (Dritschel et al., 1998), and the Twenty Question Test (Laine & Butters, 1982).
Cognitive Items of the FIM™ and the Functional Assessment Measure
The participants’ cognitive abilities observed during daily functioning in the ward were rated by the occupational therapy practitioner using the five cognitive items (comprehension, expression, social interaction, problem solving, and memory) from the FIM® (Keith et al., 1987) and the nine cognitive and psychosocial function items (orientation, concentration, safety awareness, emotional status, adjustment to limitations, leisure activities, reading, writing, and speech intelligibility) from the Functional Assessment Measure (FAM; Hall et al., 1993). These cognitive items of the FIM and FAM form the cognitive FIM+FAM. The total score ranges from 14 to 98 points; higher points indicate better cognition. In addition, participants’ total FIM score (18–126 points), which is reliable and valid to assess independence in 18 basic daily activities (Corrigan et al., 1997; Ottenbacher et al., 1996), was taken from their medical file.
Procedure
Participants with TBI in the inpatient wards at the rehabilitation center were approached by one of the occupational therapy practitioners and were provided with information regarding the study. If eligible and they agreed, they signed an informed consent form and were screened for basic cognition. If found eligible, they completed the internet-based Bill-Paying Task (N = 42; Part 1). Healthy participants also completed the internet-based Bill-Paying Task. All participants used a laptop with a keyboard and a mouse. Twenty-eight of the 42 participants with TBI from Part 1 also completed the WebNeuro computerized battery, BADS, and Semantic Verbal Fluency test, assessments known to assess EF deficits (Part 2). This testing took approximately 3 hr, divided into two sessions. In addition, the participants’ occupational therapy practitioner, on the basis of ongoing observations of the participants’ daily behavior and functioning, filled in the DEX and the cognitive FIM+FAM items. All assessments were administered in a quiet room by occupational therapy practitioners who were qualified assessors. Assessors were trained before the study, and we verified that the tools were scored in the same manner.
Data Analysis
We analyzed numeric data using IBM SPSS Statistics (Version 23). Because the data were not normally distributed, descriptive statistics were presented as median and interquartile range (IQR) values, and nonparametric statistics were used. Descriptive statistics were used to describe the demographic and injury-related information of the TBI group, the internet-based Bill-Paying Task scores, and the other measures.
For Part 1, known-groups validity, a type of construct validity, was established if an assessment could discriminate between groups with and without a known trait (Portney & Gross, 2020). Mann–Whitney U test were conducted to assess the differences between TBI and healthy groups. To understand the extent of the between-groups differences, we calculated the effect size using Cohen’s r = z/√N for nonparametric tests. The z value was retrieved from the Mann–Whitney U test output. Cohen’s r effect size values were considered small (0.1), medium (0.3), and large (0.5; Coolican, 2014).
For Part 2, convergent validity was established when measures believed to capture the same underlying phenomenon yielded similar findings (Portney & Gross, 2020). When the findings of an assessment can explain daily functioning or behavior in the participant’s own environment, it is considered to have ecological validity (Portney & Gross, 2020). Spearman correlations were used to assess associations between the internet-based Bill-Paying Task and the WebNeuro subtests, Semantic Verbal Fluency test, BADS (convergent validity), cognitive FIM+FAM, and DEX (ecological validity) for the participants with TBI. The statistical level was set at p < .05.
Results
For Part 1, the demographic and clinical data of the 42 adults with TBI (ages 19–70 yr) are presented in Table 1. Most participants sustained a TBI after a traffic accident; at the time of the study, 15 of the participants used a wheelchair for mobility. As per inclusion criteria, their basic cognitive abilities were preserved. The 47 healthy adults (15 men, 32 women), ages 21 to 68 yr, were younger (Mdn age = 27.0 yr, IQR = 25.0–60.0) than the participants with TBI (Mdn age 38.5 yr, IQR = 23.0–55.5; z = −0.1, p < .05); in addition, they had more years of education than the TBI group (Mdn = 14 yr compared with 12 yr; z = −4.2, p < .01).
Demographic and Clinical Characteristics of the 42 Participants With TBI and Demographic Data of 47 Healthy Participants
Note. IQR = interquartile range; max = maximum; min = minimum; TBI = traumatic brain injury.
Total score can range from 18 to 126.
All 42 participants with TBI were able to complete the internet-based Bill-Paying Task; however, statistically significant between-groups differences were found (p < .01; Table 2). Participants with TBI needed a median of 7.0 cues (IQR = 3.7–10), whereas the healthy participants needed a median of 1.0 cue (IQR = 0–2). Significant group differences were also found for initiation, execution, and completion subscores; completion time; and the other computerized measures.
Median, IQR, and Differences Between the TBI and Healthy Groups for the Internet-Based Bill-Paying Task Scores and the Computerized Data (Study 1)
Note. In relation to the total score (0–25), a higher score indicates more executive function deficits. IQR = interquartile range; Max = maximum; Min = minimum; TBI = traumatic brain injury; time electricity page = total time spent paying electricity bill; time gas page = total time spent paying gas bill; total mouse travel = total travel path of the mouse cursor on the screen.
p < .01.
n = 36; missing data for 6 participants.
The effect sizes were large for the total score as well as the execution and completion subscores of the internet-based Bill-Paying Task; the effect sizes were also large for completion time and time on the electricity page. Medium effect sizes were found for time on the gas page and mouse travel time, and a small effect size was found for initiation, indicating that although statistically significant, these items had a small magnitude.
Part 2 was conducted subsequent to Part 1: Of the 42 participants with TBI in Part 1, 28 were administered the additional assessments. The characteristics of the 28 participants appear in Table 1. Overall, this subgroup was similar to the TBI group, except for age. The median age of this subgroup was significantly lower than the TBI group (z = −1.9, p < .05).
Table 3 presents scores on the internet-based Bill-Paying Task as well as the assessments to evaluate EF, daily behavior, and function. Assessment scores of the participants vary considerably, indicating mild to severe deficits. The median scores demonstrate EF deficits and difficulties in daily living (see Table 3).
Median, IQR, and Range on Executive Function Assessments, Daily Behavior, and Function of the 28 Participants With TBI (Study 2)
Note. BADS = Behavioural Assessment of the Dysexecutive Syndrome; cognitive FIM+FAM = cognitive items of the FIM® and Functional Assessment Measure; DEX = Dysexecutive Questionnaire; IQR = interquartile range; Max = maximum; Min = minimum; TBI = traumatic brain injury.
Higher score reflects greater executive function deficits.
Higher score reflects fewer executive function deficits.
Native Hebrew speakers, n = 22.
n = 27; score was not generated because task was not completed within the time limit.
n = 26; score was not generated because task was not completed within the time limit.
n = 25; score was not generated because task was not completed within the time limit.
Moderately significant correlations were found between scores on the internet-based Bill-Paying Task and the Semantic Verbal Fluency test, subtests of the WebNeuro, and the BADS (Table 4). Moderately to strongly significant correlations were found between completion time of the internet-based Bill-Paying Task and various WebNeuro subtest scores. In addition, moderately to strongly significant correlations were found between the computerized data from the internet-based Bill-Paying Task and several WebNeuro subtests (see Table 4). For example, longer completion time and higher scores on the internet-based Bill-Paying Task correlated with slower performance time on subtests examining mental flexibility, planning, and organization.
Significant Correlations Between Total, Subscores, and Computerized Data for the Internet-Based Bill-Paying Task and the Other Assessments to Establish Convergent and Ecological Validity (Study 2; n = 28)
Note. BADS = Behavioural Assessment of the Dysexecutive Syndrome; cognitive FIM+FAM = cognitive items of the FIM® and Functional Assessment Measure; DEX = Dysexecutive Questionnaire; mouse travel = total travel path of the mouse cursor on the screen; time electricity = total time spent paying electricity bill; time gas = total time spent paying gas bill; time Visa gas = total time spent on the Visa page paying gas bill; TMT = Trail Making Test.
Native Hebrew speakers, n = 22.
n = 27; score was not generated because task was not completed within the time limit.
n = 26; score was not generated because task was not completed within the time limit.
n = 25; score was not generated because task was not completed within the time limit.
p < .05.
p < .01.
Moderate to strong significant correlations were found between the internet-based Bill-Paying Task and the DEX (r = .65, p < .01) and the cognitive FIM+FAM (r = −.66, p < .01), indicating that the participants’ EF deficits (detected during the internet-based Bill-Paying Task) might explain some of their functional and behavioral difficulties in daily living.
Discussion
This study supports the validity of the internet-based Bill-Paying Task, which simulates online payment of bills, as a performance-based assessment to evaluate EF deficits among people with TBI. Significant differences were found between the TBI group and a comparison group of healthy participants (Part 1). Significant moderate correlations were found between the internet-based Bill-Paying Task and EF assessments as well as the participants’ behavior and level of independent functioning (Part 2), which supports the convergent and ecological validity of this task.
As hypothesized, participants with TBI performed significantly worse than the healthy participants, which supports the known-groups validity of the internet-based Bill-Paying Task for assessing EF deficits. Previously, validity was established among adults with subacute and chronic stroke (Rand et al., 2018) who performed worse than healthy participants. We calculated the effect size to provide a quantitative measure of the magnitude of differences between groups (Fritz et al., 2012). Moderate to large effect sizes were found for the total score, execution and completion subscores, and the computerized data. A small effect size was found for initiation, indicating that this subscore cannot differentiate between groups. This finding is similar to the nonsignificant differences found between healthy people and those with mild to moderate stroke using the original EFPT (Baum et al., 2008).
As hypothesized, for the TBI subgroup, worse or higher performance on the internet-based Bill-Paying Task (total, subscores, and computerized data) was moderately correlated with worse or higher performance of well-known EF assessments, such as the Semantic Verbal Fluency test, several WebNeuro computerized battery subtests (i.e., digit span, TMT, reaction time, Stroop, maze), and the BADS. These findings concur with previous studies that used the internet-based Bill-Paying Task (Rand et al., 2018) and the original EFPT (Baum et al., 2008; Wolf et al., 2010). The moderate strength of these correlations emphasizes the fact that neuropsychological or simulated functional assessments can partly explain everyday performance of the Bill-Paying Task but are not able to capture the person’s full ability to perform complex everyday activities (Burgess, 2000; Wolf et al., 2010).
Ecological validity of the Kettle Test (Hartman-Maeir et al., 2005), another performance-based cognitive assessment, was established by correlations with the FIM (Hartman-Maeir et al., 2009). Similarly, in our study, the participants’ behavioral and functional independence at the inpatient rehabilitation center was observed and captured by the DEX and cognitive FIM+FAM. Correlations found between these measures and the internet-based Bill-Paying Task were stronger than correlations between these measures and the neuropsychological assessments, which establishes the ecological validity of the internet-based Bill-Paying Task. In other words, the difficulties seen during online bill payment (because of EF deficits) can generalize to difficulties in performance in the real world.
Limitations
Our study had several limitations, including the inclusion criterion for the healthy group of at least 12 yr of education, which resulted in a between-groups difference in years of education and might have led to better performance on the internet-based Bill-Paying Task. In addition, the sample of 28 participants with TBI who underwent all of the EF assessments is small. Because we included only patients with preserved basic cognitive abilities, these findings cannot be generalized to patients with TBI with impaired basic cognitive abilities. The use of the internet-based Bill-Paying Task is recommended only for adults with TBI with preserved basic cognition. We did not collect information regarding the emotional status of the participants with TBI, which may also lead to EF deficits. Although the neuropsychological tests used to assess EF are considered the gold standard, they were administered with computerized software and not with paper and pencil. The missing scores for the WebNeuro subtests (for 3 participants) and the internet-based Bill-Paying Task’s computerized data (for 6 participants) are another limitation.
Implications for Occupational Therapy Practice
The results of this study have the following implications for occupational therapy practice: The internet-based Bill-Paying Task has known-groups validity and convergent validity for assessing EF deficits among adults with preserved basic cognitive abilities after TBI. Because difficulties in performance of the internet-based Bill-Paying Task are associated with difficulties in daily functioning (ecological validity), this connection might help define specific goals for cognitive rehabilitation.
Conclusion
This study provides support for known-groups, convergent, and ecological validity of the internet-based Bill-Paying Task for adults with preserved basic cognitive abilities after TBI. Use of this online payment task may contribute to a better understanding of participants’ cognitive profiles and their potential impact on daily performance. Further research should assess the predictive validity of this tool.
Footnotes
Acknowledgments
This work was performed in partial fulfillment of the requirements for the Master of Science in occupational therapy degree for Yael Nadler Tzadok and Rotem Eliav at the Sackler Faculty of Medicine, Tel Aviv University, Tel Aviv, Israel. We thank the Loewenstein Rehabilitation Hospital Research Foundation for their support and the research assistants for help with data collection. We also thank all the participants for their contributions.
