Meta-theory refers to broad perspectives, which make claims regarding the nature of reality. Meta-theories philosophically underpin research and practice. Despite this centrality of meta-theory to research and practice, research studies seldom have a strong articulated philosophical basis. There are persuasive philosophical arguments for invoking meta-theory in qualitative and mixed-methods research. We argue that selecting and applying a particular meta-theory is a matter of personal expression and historicity. In this article, we describe the meta-theory of critical realism (CR), which underpins our research around complex heart failure disease management interventions. CR posits that reality is mind independent and views this reality via a stratified ontology. Its explanatory focus, generative logic, multifactorial and open systems approach, and its openness to a variety of methods make it a viable meta-theory for research in a variety of disciplines, utilizing qualitative, quantitative, and mixed methods. CR hermeneutics, ethnographies, grounded theories, mixed-methods studies, and critical realist reviews follow the metatheoretical assumptions of CR; these are extremely useful in exploring complex interventions holistically, including their components, contexts, and mechanisms.Keywords meta-theory, critical realism, qualitative and mixed-methods research, complex intervention research, heart failure disease management interventions
What Is Already Known?Critical realism (CR) has been known as a meta-theory that underpins research and practice. Its assumptions of open systems, generative logic, agency and structure-related factors, and its methodological eclecticism have been widely acknowledged and appreciated. Health researchers have begun utilizing the meta-theoretical underpinning of CR.
What This Paper Adds?What is missing in the literature is how a meta-theoretical orientation is developed. This is the first article to present reflexive accounts of the authors as to how their meta-theory evolved, which would help novice researchers to reflect over their meta-theoretical orientation. In relation to CR, a gap persists in the literature as to how different research methods operate under the meta-theory of CR. This article discusses in detail various qualitative methods, mixed methods, and critical realist reviews, underpinned by the assumptions of CR.Applying meta-theory to qualitative research is important, yet challenging. This article illustrates how a meta-theory can be applied to qualitative and mixed-method research using the example of CR. The article will demonstrate for others, how to apply meta-theory to their work and appreciate more the nuances, compromises, and tensions in doing so.