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Aspects of Nursing Education: The Types Of Skills And Knowledge Required To Meet The
Changing Needs Of The Labour Force Involved In Nursing - Literature
Review
Chapter 2
Literature Review
General Context of Practice
The main objective for the health system in the new millennium is to
establish a balance between social expectations and human rights against
decreasing availability of resources.
By 2016 there is a projected increase in aged population to 16% or 3.5
million (AIHW, 1998). Given that age is the most accurate indicator for
health and welfare services (Fuchs, 1984), the community has to deal with
declining mortality rates and a growing disproportion of females to males.
The aging trend also creates a significant increase in multi-system disorders
that exacerbate both physical and mental frailty (Stevens and Onley, 2000).
Increasing consumer involvement requires clinicians to have a broader
perspective of client management that includes an emphasis on the individual's
context of health. Consumers expect safer, more personalised health care,
greater involvement in decision making, larger choice and access to services.
They tend to experiment with complimentary therapies and increasingly
seek further information via resources such as the internet (AHMAC, 1996).
Progressively more sophisticated technology has lead to significant improvement
in patient management through accurate diagnosis and treatments. Technology
has precipitated new and innovative healthcare, shortening length of stay
in hospitals and improving patient outcomes. However the high cost of
technology and supporting resources has limited its availability to consumers.
There is an emphasis on cost containment and public accountability for
health care decisions surrounding resource usage. Thus, the emergence
of evidence based practice has been a global phenomenon to assist clinicians
decision making in the current climate.
New diseases, changing patterns of existing diseases and environmental
threats pose further problems for the community. While technological advances
such as minimally invasive surgery, genetic engineering and cybernetics
are revolutionizing health care, a consequence is an increased demand
for specialist professional services to care for these patients. Inadequate
numbers of trained personnel to meet the needs of the health system leads
to unsafe work practices, intolerable workloads and high stress.
To meet the increased demands associated with increasing health care
expenditure, economic rationalization has been employed to ensure greater
efficiencies in the system. As a response to the increased focus on costs
and outputs, health care systems have seen the introduction of Diagnostic
Related Groups (DRGs), case mix funding and managed care models, as well
as a shift from predominantly acute care services to community and home
care. The primary health care model ensures linkage between care systems
reflecting continuum of care rather than isolated treatments and experiences.
The shift also moves from a curative model to an increasingly preventative
model with a focus on lifestyles to achieve longevity.
In summary, the health system is in a constant state of change in a climate
of consumerism, risk management, accountability, professionalism and managerialism.
All of these environmental variables influence nurses and nursing.
Review of the literature will be divided into three sections. The first
section describe the changes in the types of service provided, including
what, where and how those services are provided, over the past five years
which have impacted on nursing and changes in the roles of health professionals,
which have impacted on nursing. The second section describes changes in
the roles of health professionals that have impacted on nursing. The third
section summarises narratively how the above impact on the skills and
knowledge required by the nursing workforce. The country of origin is
either explicitly revealed, or noted as an abbreviation with the in-text
reference. A key to the abbreviations is included in Appendix B. The terms
patient, client or consumer are used interchangeably as they appear in
the literature reviewed.
top
Section 1: The Changes In The Types Of Service Provided
Impacting On Nursing
Case-Management/Managed Care
The concept of case management revolves around innovation, resource management
and interagency collaboration. It has developed based on the tenets of
primary nursing whereby a key person is accountable for the care of the
patient from admission to discharge. As a health delivery process it now
applies to the coordinated care delivered by a multidisciplinary team.
As such, it is both disciplinary and interdisciplinary. Each participant
aims to provide quality health care, decrease fragmentation of services
to enhance the client's quality of life, while at the same time containing
costs. There is an emphasis on problem solving, collaboration, and maximizing
efficiency. The growth of case management is often related to the impact
of the aging population and an increasing requirement for long-term health
care planning. In the United States Case Management is particularly linked
to the insurance driven managed care movement that requires accountability
relating to service provision. Accordingly, the tools associated with
case management include critical pathways, protocols and outcome measurements
that relate service delivery to cost efficiency, morbidity and mortality
and length of stay (Waterman, Waters, & Awenat, 1996 USA; Coile, &
Matthews, 1999 USA; Reed & Hepburn, 1999 USA; Wayman, 1999 USA; Huber,
2000 USA).
Waterman, Waters, and Awenat (1996, USA) report that Case Managers fall
into two different groups. The first provide both direct care and care
coordination. The second deal solely with 'high risk' patients to monitor
and coordinate long term care over repeated hospital visits. The latter
case manager group does not provide direct care. He/she generally
manages patients belonging to a specific diagnostic related group, utilize
predetermined plans of care, and act upon any deviation from the care
plan and document by exception. Despite this rather standardised approach
to care, patient involvement is also essential to achieve successful individual
outcomes.
While case managers are not necessarily nurses, many health insurers
have shifted to nurse case managers as a more cost-effective way to fund
case management and to provide direct services (Coile & Matthews,
1999 USA). Nurses have the appropriate disciplinary knowledge and skills
to act as case managers. This includes the ability to conduct client/family
assessments, formulate a comprehensive family and client treatment plan,
facilitate health service delivery, act as a client advocate, to individualise
needs and goals and to evaluate client/family outcomes (Zink, 2001
USA).
The literature relating to Case Management emanates from the United States
and is largely narrative. There is however, an evidential base relating
to the implementation of this model of care, the changes in service and
role that have accompanied its development over the last ten years, and
educational preparation for nurses acting as case managers. This literature
falls into three major categories. These categories are based on the nature
of the healthcare practice settings and include: acute care setting, community
care setting, and rural care setting.
Acute care case management was adopted as a model for nursing practice
in the late 1980's. It recognized that nurses are in a key position to
manage the care of patients throughout their hospital stay and avoid the
pitfalls of fragmented specialized services. Central to this model is
the recognition that nursing is not a task-based activity, but incorporates
knowledge-based professional practice. An advanced practice nurse role
in case management has developed in response to continuing evolution of
the nurse case manager role. The advanced practice case management nurse
(APCMN) may work in either the hospital or outpatient setting and utilises
data analyses to identify a population that would benefit from interdisciplinary
management. The APCMN then builds an interdisciplinary team that create
a coordinated service plan that includes a clinical pathway based on established
outcomes, but tailor made to the patient's individual situation. The APCMN
works autonomously as a clinical expert and analyst and adopts a population-focused,
leadership and research-orientated role. Case Management nursing education
will need to respond accordingly. It is anticipated that nurses with bachelor
degrees and extensive clinical experience who have high level skills in
communication and collaboration will undertake Masters level preparation
to take on the APCMN roles outlined above (Wayman,1999 USA).
The literature relating to case management in acute care is largely comprised
of case studies.A case study by Waterman, Waters and Awenat (1996 USA)
using participant observation and interview techniques provides research
evidence relating to a change of service resulting from the introduction
of an acute care case management model. Conducted in an American rehabilitation
ward, the themes arising from analysis of data identified specific educational
needs for nurses assuming the new role of case managers. Of primary importance
was the need to learn new skills and knowledge relating to patients they
otherwise would not care for. Equally important was the need to learn
more about critical pathways. Finally, the nurses required new knowledge
to understand accountability issues.
Novak (1998 USA) reports that nursing has responded to the challenges
of shorter hospital lengths-of-stay and increased patient acuity in the
context of an increasing aging and chronically ill population by adopting
a case management model. The literature review in this paper identifies
a paucity of research evidence documenting the essential role attributes
of the nurse case manager. In order to address the situation this study
of 15 nurse case managers at a 658 bed regional medical centre in southeastern
United States uses a Delphi technique to obtain expert opinions about
the role from successive rounds of questionnaires. The study also included
two focus group discussions that added reliability to the findings. Results
included the following definition of the nurse case manager: 'coordinator
of a multidisciplinary treatment plan which addresses a patient/family's
continuum of care needs while ensuring clinical quality that is cost effective
and organizationally efficient" (p235). Critical skills required to support
this role were identified as the ability to coordinate quality, cost effective
care; possessing expert clinical knowledge, clinical expertise and being
able to effectively manage time. Well-developed communication skills,
the ability to provide clear explanations and provide appropriate health
education were also identified as key skills.
A case study by Murray, Broad, & Welnick (1999 USA) describes the
introduction of an associate case manager. A graduate with a Bachelor
or Associate Degree in human services, social work or behavioural science
performs this role. The associate does not complete assessments or develop
a plan of care. Instead, he/she complete various delegated aspects
once the plan of care is formulated. The case study on the implementation
of this role claimed that the associate made substantial contributions
to the coordinated care teams and enhanced their ability to provide quality
patient care, but did not provide supportive evidence for this claim.
The introduction of a role of this nature however, would require nurse
case managers to be prepared with knowledge and skills relating to supervision
of care delivered by non-nursing staff including delegation and evaluation,
and human resource management.
The literature relating to models of case management in the community
setting is discussed in the section entitled: Community Nurse-Led Healthcare
Services.
As described by Stanton and Packa (2001 USA), Nurse Case Management in
American Rural Communities has a distinct character created by the unique
needs of rural residents and rural communities. While urban nurse case
managers typically coordinate care for clients placed in disease related
groups, there are often too few clients in one group for rural case managers
to implement disease management programs. Instead, rural nurse case managers
(RNCM's) are generalist rather than specialists and require excellent
research and administrative skills as they often work without the traditional
support systems that are available to their urban counterparts. The normal
tools of case management such as critical pathways may not be applicable
and RNCM's need to know how to access evidence-based practice guidelines
to develop models of care, databases and outcome measures specific to
their individual rural practice settings. Furthermore, the RNCM not only
practices in a setting that has limited healthcare services by virtue
of distance, but they also need to understand the impact of distance and
limited financial resources upon their client's ability to access healthcare
services. RNCM's also play a major role in the community's health and
well-being by assuming social and political roles in the community and
shaping policy and healthcare support systems. As such they are involved
in designing and implementing a system of care for the whole community.
For example, they may work with public health and school officials to
implement injury prevention and environmental health programs.
Continued on next page...
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