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ReliCheck MM Studio · Plain-English Teaching Guide Guide 02 · Quantitative and Qualitative Analysis
ReliCheck Mixed Methods · Teaching Guide 02 of 03
MM Studio

Quantitative and Qualitative Analysis

Each strand analyzed on its own terms, before the merge

A three-part guide to a full convergent mixed methods study in MM Studio. This is Part 2.

Efficacy (N vs L)
5.50 vs 4.70
Effect size
d = 1.01 · large
A1C improved
92% vs 64%
Top QUAL theme
Access · 16 coded
What this guide covers

Part 2 runs both analysis strands fully before any integration happens. The quantitative side produces two results: a Welch independent-samples t-test comparing self-efficacy by clinic, and a chi-square test of whether A1C improvement is associated with clinic. Both carry complete diagnostics. The qualitative side produces six themes from fifty open responses.

The guiding constraint through Part 2 is that each strand is finished on its own terms. The t-test result does not wait for what the themes say, and the themes are not built to explain the t-test. Each strand arrives at the merge step carrying its own independently earned evidence. That separation is what gives the merge its credibility.

What both strands carry into the merge
5.50 vs 4.70
Self-efficacy means
d = 1.01
Cohen’s d, large
92% vs 64%
A1C improved
Access = 16
Loudest QUAL theme

A significant confidence gap, a significant outcome gap, and a qualitative strand whose loudest theme is about barriers to care, not effort or motivation. The merge step asks whether those three observations say the same thing.

LESSON 01

Quantitative Descriptives: what the numbers look like before the tests run

Step 5 in MM Studio is Quantitative Descriptives. It produces group summaries: counts, means, standard deviations, ranges, and missing values, broken out by the grouping variable (clinic). Descriptives do not test anything. They describe. That distinction matters more than it sounds.

Northside n
25

Equal groups. Every rate and percentage in this study uses 25 as its denominator.

Lakeview n
25

Balanced design. Group imbalance would not invalidate the Welch test, but this avoids it entirely.

Northside mean
5.50

Self-efficacy on a 1–7 scale. SD = 0.70. Northside scores cluster tightly above midpoint.

Lakeview mean
4.70

Self-efficacy on a 1–7 scale. SD = 0.86. Lakeview is slightly more spread and lower.

The gap is visible, but it is not a finding yet

The 0.80-point gap between 5.50 and 4.70 is visible in the descriptives table. A gap visible in descriptives is real data, but it is not yet a finding. The descriptives table cannot tell you whether that difference is larger than sampling variability would produce by chance. It cannot tell you whether this gap would replicate. It cannot calculate how large the difference is relative to the spread of scores. Those are exactly what the inferential test does next.

MM Studio’s caution label on the descriptives output reads: “These are averages. They do not test whether differences are statistically significant or explain why they exist.” Read that before showing the table to anyone as a result.

MM Studio Quantitative Descriptives table of self-efficacy by clinic
Figure 1. Quantitative Descriptives – Table 2 shows mean self_efficacy by clinic. Northside (n = 25): M = 5.50, SD = 0.70, delta from overall = +0.40. Lakeview (n = 25): M = 4.70, SD = 0.86, delta = −0.40. The caution banner is visible: these averages do not test significance.
Sessions attended and overall satisfaction

The descriptives also show that sessions_attended had the highest average across the dataset (M = 9.80) and overall_satisfaction was M = 5.84. These context variables will become important in Part 3 when interpreting why engaged patients at Lakeview did not improve at the same rate as Northside patients. A student noting them now, before the inferential tests run, is already asking the right kind of question.

LESSON 02

The independent samples t-test: why Welch, and what it tests

The quantitative inferential step (Step 6) runs the test that addresses whether the self-efficacy gap visible in the descriptives is statistically real. The test chosen is an independent samples t-test, comparing the mean of one continuous outcome (self_efficacy) across two independent groups (Northside vs Lakeview).

Why Welch and not Student

Student’s t-test assumes equal variances between groups. Welch’s t-test does not make that assumption; it estimates degrees of freedom from the observed variances rather than pooling them. When variances differ (as they do here: SD = 0.70 for Northside, 0.86 for Lakeview, ratio = 1.22), Welch produces more accurate p-values. When variances happen to be equal, Welch performs nearly identically to Student. The cost of using Welch when variances are equal is negligible; the cost of using Student when they are unequal is Type I error inflation. MM Studio selects Welch as the default. You can change it; you should not need to.

Independence: the assumption worth examining

The test assumes the 25 Northside patients and 25 Lakeview patients are unrelated. Each is a different person from a different clinic. That assumption is satisfied. What is worth noting is that patients within a clinic share the same coaching staff, the same facility, and the same community context. Patients within Northside are more similar to each other than they are to Lakeview patients, which is, in fact, the reason for the study. This within-clinic clustering does not invalidate the comparison, but it is worth acknowledging in a methods note. A reviewer who asks whether clinic membership introduces dependence within groups is raising a real, if manageable, issue.

MM Studio t-test diagnostics with all pre-run checks passing
Figure 2. T-test diagnostics – all pre-run checks pass: complete cases (Northside 25, Lakeview 25), no missing outcome values, balanced groups (largest group 1.00× the smallest), SD ratio = 1.22 (similar spreads). Recommendation: Welch t-test is the appropriate default for this two-group mean comparison.
LESSON 02 · CONTINUED

The t-test result: what each number means and why each matters

t statistic
3.56

How many standard errors separate the two group means. Larger means more signal relative to noise.

Degrees of freedom
46.2

Welch’s df is not a whole number; it is estimated from the observed group variances. This is correct behavior, not an error.

p-value
< .001

Probability of observing a gap this large by chance, if there were no true difference. Below .001, very unlikely to be chance.

Mean difference
+0.79

Northside scored 0.79 points higher on the 1–7 scale. Direction: Northside higher.

95% CI
[0.34, 1.24]

The plausible range for the true population difference. Does not include zero, consistent with significance.

Cohen’s d
1.01

Effect size. Benchmarks: small = 0.2, medium = 0.5, large = 0.8. This is large: the gap is practically meaningful, not just statistically detectable.

MM Studio Welch t-test result
Figure 3. T-test result – Welch t(46.2) = 3.56, p < .001, mean difference = +0.79 (Northside higher), 95% CI [0.34, 1.24]. Significant. The caution banner reminds that statistical significance depends on sample size: always report Cohen’s d alongside p.
Why effect size matters more than significance here

With 25 patients per group, this study is small enough that only large effects will reach conventional significance thresholds. The fact that p < .001 on a 50-person study means the effect is very large, not that the study was well-powered to detect small ones. Cohen’s d = 1.01 is what translates the finding into practical terms: the groups differ by roughly one full standard deviation on the self-efficacy scale. That is a clinically meaningful gap, not a statistical artifact of sample size.

What this result is not

The t-test says self-efficacy differs between clinics. It does not say why. It does not say clinic membership caused the difference. Patients who chose or were assigned to different clinics may differ in ways that self-efficacy also tracks: age, diagnosis history, proximity to resources, insurance coverage. The next step is not to conclude that one clinic produced better self-efficacy; it is to carry this signal forward to the qualitative strand and the merge.

LESSON 03

The chi-square test: 92% vs 64%, and what it takes to say that is real

The second quantitative test asks whether the proportion of patients who improved their A1C differs by clinic. The outcome variable (a1c_improved) is binary: yes or no. The grouping variable (clinic) is categorical. Chi-square is the appropriate test.

The contingency table

Clinic Improved % Did not improve % Total
Northside 23 92.0% 2 8.0% 25
Lakeview 16 64.0% 9 36.0% 25
Total 39 78.0% 11 22.0% 50
The row percentage trap: read carefully

The percentages in this table are calculated within rows (within each clinic). That is the correct denominator for this question: what share of Northside patients improved? 23 of 25 = 92%. What share of Lakeview patients improved? 16 of 25 = 64%. The total row shows 78% overall improvement across both clinics.

The trap: if you read column percentages instead, asking how many of the improvers came from Northside, the numbers look different and answer a different question. Column percentages tell you about the composition of the improved group, not about each clinic’s improvement rate. For the research question in this study, row percentages are the right choice. Label your percentages and state your denominator.

MM Studio chi-square contingency table for clinic by A1C improvement
Figure 4. Chi-square contingency – Northside: 23 improved (92%), 2 did not (8%). Lakeview: 16 improved (64%), 9 did not (36%). Total: 39 of 50 improved (78%). Note at the bottom of the table: percentages are within each row. The pre-run screen flagged a Review: smallest expected cell = 5.5 (borderline). The run proceeds; the result is interpreted with this noted.
LESSON 03 · CONTINUED

The chi-square result: what association means

Chi-square
5.71

The test statistic. df = 1, N = 50. Measures how much the observed cell counts diverge from what independence would predict.

p-value
.017

Significant at the conventional threshold. The observed distribution is unlikely under independence.

Cramér’s V
0.34

Effect size for chi-square. Range 0–1. Small = 0.10, medium = 0.30, large = 0.50. This is moderate.

MM Studio chi-square test result
Figure 5. Chi-square test result – clinic × a1c_improved: chi-square(1) = 5.71, p = .017, Cramér’s V = 0.34, N = 50. Significant. Caution: chi-square is sensitive to cell counts; check that no expected cell is below 5. The integration next-step note directs to Qualitative Themes.
Association is not causation: say this clearly

The chi-square result says clinic and A1C improvement are associated, that they are not statistically independent. It does not say clinic membership caused improvement or non-improvement. Patients were not randomly assigned to clinics. Northside and Lakeview patients may differ on socioeconomic factors, access to medication, diet resources, or family support. Any of those could explain the improvement gap alongside or instead of the clinic itself. A chi-square result licenses a claim about association; it does not license a claim about mechanism or cause.

The expected cell size note

The pre-run screen flagged that the smallest expected cell count is approximately 5.5, borderline for the chi-square assumption that no expected cell falls below 5. With a 2 × 2 table and 50 cases, this is a known constraint. Fisher’s Exact test is an alternative for small samples with sparse cells; it does not require expected cell minimums. In this teaching context, the chi-square result is reported as stated with the caveat noted. A manuscript reviewer may request Fisher’s; it typically produces a similar conclusion here.

Two results, two strands of the quantitative picture: the confidence gap is statistically real and large; the A1C outcome gap is statistically real and moderate. Neither result alone explains why Lakeview patients experienced a different trajectory. That is the job of the qualitative strand.

LESSON 04

Qualitative Themes: building six categories from fifty responses

Quantitative Inferential ends with a prompt: keep this result as a signal, then compare it with the qualitative themes after both strands are built. That is the convergent design in practice. Part 2 now turns to the qualitative pipeline.

Step 7 is Qualitative Themes. Fifty open-ended responses are read, and recurring ideas are grouped into themes. MM Studio offers three methods: keyword tagging, code by hand, and semantic tagging. For a fifty-response dataset in a teaching context, the most transparent method is code by hand, reading each response and assigning codes explicitly. Keyword tagging can assist with initial passes, but every response should receive human review before a theme is finalized.

Why not use automatic theme discovery here

MM Studio’s semantic tagging tool uses language patterns to suggest candidate themes. Those suggestions are a useful starting point for a dataset of hundreds or thousands of responses where manual reading is impractical. For fifty responses, manual coding is faster, more defensible, and less likely to group responses by surface word similarity rather than by meaning. The codebook that comes from hand-coding (Lesson 01 in Part 3) is also more precise because every code decision is deliberate rather than algorithmic.

A theme discovered by the software that no human would have grouped that way is not a finding. It is an artifact.

The six themes that emerged

Theme Coded Coverage What it captures
Access 16 32% Cost of medication, insurance gaps, food as medicine, structural barriers to adherence
Care Team 12 24% Relationship with coach, nurse, or coordinator; continuity of contact; being heard
Confidence 9 18% Patients describing real self-management: adjusting routines, trusting their own judgment
Support 6 12% Family members, peers, and community as part of managing the condition
Overwhelm 5 10% The plan feeling like too much, especially early in the program
Transportation 3 6% Getting to appointments: a thin theme, but consistent across those who mentioned it
MM Studio Qualitative Themes with six themes coded across fifty responses
Figure 6. Qualitative Themes – 6 themes, 50 open-ended responses, 50 coded tags. Access leads at 16 responses (32%). Care Team at 12 (24%), Confidence at 9 (18%), Support at 6 (12%). Overwhelm and Transportation sit below the fold. Sentiment bars show a mixed distribution for Access and a positive lean for the others.
LESSON 05

What the themes mean, and what Access being loudest actually says

Six themes across fifty responses. The most common theme, Access, appears in 16 responses. The natural instinct is to declare it the most important. That instinct needs to be slowed down.

Coverage is not importance

A theme coded to 32% of responses was mentioned by more people than themes coded to 12% or 6%. That is all coverage says. It does not say which theme matters most. It does not say which theme is most tightly connected to the outcome. It does not say which theme should anchor the interpretation.

Coverage can mislead when interpreted as importance because it conflates two different things: how widespread a topic is (Access was mentioned by 16 patients) and how central it is to the finding (Access is where 10 of 11 non-improvers coded, as Part 3 will show). The second fact is what makes Access the key theme in this study, not the 16. The 10-of-11 pattern does not come from the theme list; it comes from the Theme by Group analysis in Part 3.

Access is the only theme with negative-leaning sentiment

The sentiment bars in the Qualitative Themes view show mixed positive and negative for Access (roughly 7 positive, 9 negative), while Care Team, Confidence, and Support lean strongly positive. Overwhelm and Transportation have smaller samples but also show some negative lean. This pattern, Access as the lone exception, is already visible before the merge. A student who notices this in Part 2 is beginning to do interpretive work. A student who waits for Part 3 to notice it is reading the merge rather than contributing to it.

The quantitative strand says Lakeview patients improved less often. The qualitative strand says Access is the loudest theme, and the only one with a negative lean. Part 3 asks whether those two facts speak to the same people.

What counts as a theme is a judgment call

Transportation appeared in three responses. Three out of fifty is 6%. Some researchers would merge Transportation into Access, since both involve barriers to getting to care. Others would keep it separate because the specific barrier, getting to the appointment versus paying for medication, has different intervention implications. In this study, Transportation is kept as its own theme because its three respondents described a distinct experience, and its evidence-strength status (thin theme) will be flagged explicitly in Part 3’s rigor check rather than hidden inside a larger category.

LESSON 06

Exit ticket: explain what both strands showed, separately

If you can answer these without looking, you understand each strand, not just its output.

01

What does Welch’s t-test show that the descriptives table does not?

TargetThe descriptives show the 0.79-point gap between groups. Welch tests whether that gap is larger than sampling variability would produce by chance, calculates how consistent it is across plausible samples (the 95% CI), and measures its magnitude relative to the spread of scores (Cohen’s d = 1.01). The gap in the descriptives is a description; t(46.2) = 3.56, p < .001, d = 1.01 is a finding.
02

A colleague reports “92% of Northside patients improved” and “only 22% of total patients did not improve.” Are both sentences correct?

TargetYes, both are arithmetically correct, but they use different denominators and answer different questions. 92% of Northside patients improved (row percentage). 22% of all patients did not improve (share of the total). Using both in the same paragraph without stating which denominator produces which number is a common source of confusion in reporting chi-square results.
03

What does Cramér’s V = 0.34 tell you that p = .017 does not?

Targetp = .017 tells you the association is unlikely to be due to chance at this sample size. V = 0.34 tells you the association is moderate in practical magnitude: it is not a trivial relationship and it is not an overwhelming one. Reporting only p = .017 without V leaves readers unable to judge practical importance.
04

Access was coded 16 times, more than any other theme. Is it therefore the most important theme?

TargetNot necessarily. Coverage is how widely a topic was mentioned. Importance depends on where those responses sit in relation to the outcome. Access becomes the key theme not because 16 > 12, but because Part 3 shows that 10 of 11 non-improvers coded Access. That pattern comes from Theme by Group analysis, not from the theme frequency count.
05

Why are both strands finished separately before the merge begins?

TargetIn a convergent design, each strand must be able to stand on its own evidence. If the qualitative themes were built to explain the t-test, they are not independent evidence; they are post-hoc justification. The credibility of the merged finding depends on both strands having arrived at the merge step with conclusions that were not designed to match each other.
Part 2 short story

Two tests and six themes, finished on their own terms. The quantitative strand: a large and significant confidence gap (d = 1.01), and a moderate and significant improvement gap (V = 0.34). The qualitative strand: Access is the loudest theme at 16 coded responses, and the only one with a negative-leaning sentiment. Whether those two strands say the same thing about the same people is the question Part 3 answers.

APPENDIX

Reporting language for both strands

Use these when writing the results section for each strand, before any integrated claim is made.

Reporting the t-test (results) Copy-ready

Self-efficacy scores differed significantly between clinics. Northside patients (M = 5.50, SD = 0.70) scored higher than Lakeview patients (M = 4.70, SD = 0.86), Welch t(46.2) = 3.56, p < .001, Cohen’s d = 1.01, 95% CI [0.34, 1.24]. The effect size was large by conventional benchmarks. Because patients were not randomly assigned to clinics, this result is interpreted as an association rather than a causal effect.

Reporting the chi-square (results) Copy-ready

A1C improvement was significantly associated with clinic. Northside patients improved at a higher rate (23 of 25, 92%) than Lakeview patients (16 of 25, 64%), chi-square(1) = 5.71, p = .017, Cramér’s V = 0.34, N = 50. The association is of moderate magnitude. Percentages are row-based within each clinic group.

Reporting qualitative themes (results) Copy-ready

Qualitative coding of 50 open-ended responses produced six themes: Care Team (n = 12, 24%), Confidence (n = 9, 18%), Support (n = 6, 12%), Access (n = 16, 32%), Overwhelm (n = 5, 10%), and Transportation (n = 3, 6%). Access was the most frequently coded theme and the only theme with predominantly negative sentiment (9 of 16 responses). Coding was completed by hand with full review of each response before theme assignment.

Noting the independence of the strands (methods) Copy-ready

In keeping with a convergent parallel design, quantitative and qualitative analyses were conducted independently. Qualitative themes were developed prior to reviewing quantitative inferential results, and no theme was created or revised in response to the statistical findings. Both strands were finalised before integration began.

Continues in

Guide 03: Integration and Reporting. ReliCheck MM Studio · Mixed Methods Teaching Guide 02 of 03. Part 2: Quantitative and Qualitative Analysis · Study: Northside vs Lakeview Diabetes Coaching · N = 50.