A UK competence based framework for ophthalmic nursing practice Janet Marsden MSc BSc RGN OND This is the second paper presented by Janet as keynote speaker at the Australian Ophthalmic Nurses (AONA Vic) conference, October 2006, Melbourne. One of the major reasons for inviting Janet to be the guest speaker at this conference was the desire by state Ophthalmic Nursing Special Interest Groups to form a National Ophthalmic Nursing Association. Members from each state organisation and New Zealand met after the conference and voted unanimously to make this a reality. Competencies would be developed and it is the work of Janet and the Ophthalmic Nursing Forum (UK) that has formed the basis for the work which is now beginning with ophthalmic nurses nation wide. This model is not restricted to ophthalmic nursing practice but can be used for any specialty. In the late 1990s, the Ophthalmic Nursing Forum of the Royal College of Nursing in the UK started to consider the future of ophthalmic nursing and some of the problems it was likely to face. Specifically, we considered how we could move practice forwards and show others outside this ‘Cinderella speciality’ that ophthalmic nursing is more than just the instillation of eye drops! This paper describes the process of development of an integrated career and competence framework for ophthalmic nursing in the UK and the possibilities for its wider application. Ophthalmic nursing in the UK has developed over the years into a nursing speciality at the forefront of practice and role innovation which has made a significant contribution to reductions in ophthalmic waiting lists and the streamlining and modernisation of ophthalmic services. Nursing development in the speciality has not been without its problems however and some of the issues identified by the forum as also occurred in other nursing specialities, while others were particularly pertinent to our own. Education Ophthalmic nursing was traditionally one of a small number of specialist nursing qualifications that could be undertaken before general training in the UK, commencing at the age of 17. This is no longer the case but the origins of the specialty meant that for many years (until 1985/6), ophthalmic nursing education was regulated separately from general nurse training by the Ophthalmic Nursing Board (ONB). The ONB prescribed educational programmes, overseeing a 1 national standard for ophthalmic nurse training through a panel of educationalists and managers and through inspection and close links with practice areas. The National Boards for the four countries of the UK then took over the responsibility for nurse education and had the same remit, initially being fully prescriptive in relation to standards and length of courses. When the colleges of nursing were incorporated into universities in the 1990s, the boards shared responsibility for standards with individual universities who each had their own regulations, leading to diversity in length, content and outcomes of courses. Changes in the National Health Service (NHS) have also impacted on ophthalmic nurse education as secondment of nurses to large ophthalmic centres is no longer a financially viable option. Theory now tends to be taught at the educational centre while practice takes place in the student’s own clinical area, often in their substantive, rather than a student role. This enables nurses to obtain theoretical input but does not necessarily enable them to have a wide experience of ophthalmic settings. There are therefore, a variety of ophthalmic nursing courses available, often combined, because of small ophthalmic nursing numbers, with other specialties such as ENT and head and neck and provision is very patchy across the UK. There are no national standards of education for ophthalmic nurses and no common outcomes. Roles and skills Role titles across the UK have proliferated, with no common national idea of what role titles actually mean or what the incumbent of a role can actually do. Titles such as ‘clinical nurse specialist’, ‘specialist nurse’, ‘nurse practitioner’ and advanced practitioner are often used interchangeably and although there are both national and international definitions of ‘nurse practitioner’, many roles with this title do not fulfil any accepted criteria. This results in a situation where it is not clear from nurses’ role role titles what skills and competences are needed for the role or used within it. This proves a problem for managers when employing new staff, and for staff ity. Skill transfer is problematic, both because of the lack of common outcomes in training and education and because of the lack of opportunity for the nurse to have nationally accredited skills – how does a manager satisfy themselves that a particular nurse, new to the area, is competent to undertake a particular role? Nurses are often asked to repeat courses and re-prove their competence which is clearly a waste of time and resources for all concerned. 2 As a body of ophthalmic nurses we felt that we needed to question whether the current situation was as it should be and whether the lack of national standards of education, the lack of availability of ophthalmic nurse education the problems of competence accreditation and skills transfer gave us the ophthalmic nurses we need. We felt that one possible solution for a t least part of this problem, would be a national framework for ophthalmic nursing practice with the agenda firmly led by ophthalmic nursing. We also felt that whilst competence is strongly linked to education, it is clear that those ophthalmic nurses who have not managed to access education but have many years of experience and have developed high levels of competence, should not be disadvantaged by any national framework and therefore, any framework should be competence rather than education or qualification based. Some work had already been done on this issue which gave us a very useful indicator of the way to begin. Within the Royal College of Nursing (RCN), the Emergency Nursing Association had already proposed a competence based framework and a Faculty of Emergency Nursing (FEN), which could set national standards for emergency nursing competence and then validate competence nationally. It seemed that this would be useful, if not essential path for us to travel. Ophthalmic Nursing Forum work in this area began with initial discussions about the format of such a framework and of the content of a core of generic ophthalmic nursing competencies. Developing the framework It was intended that the competence framework would consist of core competencies at different levels of practice and then further competencies based on different specialisms within ophthalmic nursing practice. Core competencies would be those, the vast majority of which should be demonstrated by all ophthalmic nurses at each level. The different levels of practice have become known, following the Emergency Nurses’ template as levels W, X, Y and Z where the W level nurse is the nurse who is competent in the specialty – the first point at which competence would be assessed 3 TABLE 1 Levels W X and Y are the levels which have been developed initially for use by ophthalmic nurses. These letters were attached to the levels of competence for convenience and to ensure that there was no possible link to grading systems in use at the time the framework was developed. Level Z is a level which would be demonstrated by a new level of practitioner, the consultant nurse There are as yet, only three consultant ophthalmic nurses in the UK and the final boundary of nursing competence remains fluid as practice is likely to expand further and further in the future. The model of competence is shown in diagram 1 DIAGRAM 1 This diagram shows competence ever increasing and a ‘ring’ of core competencies (in heavy black) at different levels of practice. In fact, a three dimensional diagram would work rather better because this pictorial representation suggests that the volume of core competencies get larger as nurses’ competence increases. This is obviously not the case as higher levels of competence build on lower levels so, in fact, the volume of additional core competences reduce as competence levels increase. The best way to imagine this would be as a pyramid of skills, with most needing to be acquired at the lower levels and smaller amounts of new skills building on this base of knowledge until the nurse reached the apex of the pyramid (a place not, as yet, particularly well defined and likely to change with time!). The core competences build on the lower levels and show progression in the various areas, through the different levels (see table 2) TABLE 2 The core competencies were written by the forum steering committee in consultation with other ophthalmic nurses, prior to peer review. The other strand of the initial work was to try to work out how to divide ophthalmic nursing to allow specialist competence to be recognised and a competence framework written for the specialist areas. A significant amount of (sometimes heated) discussion later, It was decided that, rather than specialist ophthalmic practice being divided into ocular systems such as glaucoma, cataract etc, it would be divided into areas of practice. We felt that over many years, ophthalmic nurses have tried to get away from labelling 4 patients by their eye condition (the cataract in the bed by the door etc) and we would not wish to take a step backwards. The specialist spheres of competence became therefore; In patient care A significant, although small, number of patients, either because of their ophthalmic condition, the intervention proposed, or due to other medical or social factors, are still cared for as inpatients and this must be recognised (and often is not) as a specialist area in itself. Outpatient care The majority of ophthalmic work takes place in outpatient departments. Ophthalmic nurses have a major role to play not only in the education and care of patients in medical clinics and also in their own, nurse led clinics within ophthalmic specialities and independently. Peri-operative care Many of our patients undergo surgical interventions. In this context, Perioperative care is intended to mean that care undertaken within the theatre environment, and includes anaesthesia, surgery and the immediate postoperative recovery period. Children and young people While the care of these two groups is different, they are both very different from adults and it is hard to have definite demarcation in terms of age. It was felt to be too complex to separate children from young people in this context and unlikely that ophthalmic nurses would be specialists in looking after ‘young people’ only. Adult and elderly This is our main patient group and therefore an obvious specialist area. Consideration was given to the different care needed by the very elderly. However, as with children and adolescents, the demarcation lines between adults and the very elderly are blurred. It might also be felt, by more elderly people that to be defined as something other than adult is insulting in the extreme and could lead to the lack of consideration and consultation that is sometimes seen when working with elderly patients Day care Day surgery is one of Ophthalmic Nursing’s largest specialist areas and one which is likely to continue to grow. The whole patient’s episode is included here from pre-assessment to post operative care 5 Accident and Emergency Whether it takes on the ward, in outpatients or in a dedicated unit, the care of patients with acute problems is an obvious specialist area for ophthalmic nurses. The title A&E has generally been superseded in the UK by ‘Emergency Care’ and it likely that this will change in the framework at some point however, as most ophthalmic nurses and patients seem to refer to ophthalmic emergency care settings as ‘Casualty’ a title at least 30 years out of date, titles seem to be much easier to change than ‘hearts and minds’ and whatever we call this area of expertise, its principles will remain the same! Primary Care While primary care may not be an obvious area of specialisation for many ophthalmic nurses, the competence framework is not just for current organisations, but also with the future of ophthalmic nursing in mind. Primary Care Trusts are the commissioners of services in the UK and we are likely to see more work initiated in the primary care arena. With this in mind, this competence set will enable ophthalmic nurses working in primary care settings to have their specialist skills recognised Low vision This is another area of practice where ophthalmic nursing is not in a particularly well developed form at present. The aging population does mean though, that there will be a much greater demand on ophthalmic services from people with low vision and particularly those with untreatable forms of age related macular degeneration. This specialist area therefore is one which is also likely to expand in future The model of competence, with the specialist spheres is illustrated in diagram 2 DIAGRAM 2 The process Expert nurses in each of the specialist areas were identified and were approached to be ‘stream leads’ , to take the process of specialist competence development forward. Without fail those who were approached embraced the concept of the framework and agreed to lead a team through the process. All those nurses who had expressed an interest in competence development at the national ophthalmic nursing conferences, and many others who were identified by a variety of means as having an interest were invited to a ‘stakeholder’ meeting in March 2003. Nurses identified 6 themselves with a particular specialist area and the stream leads began the process of developing competencies. Once a first draft of the specialist competences was available, reviewers, drawn from all area of ophthalmic practice commented on their relevance and fitness for purpose. This process of refinement and iteration continued until that everyone was satisfied that the competencies were as good as they were likely to get. The competence framework was further refined to ensure that it was congruent with the competencies and targets described in the Knowledge and Skills Framework (a model of competence development newly introduced into the NHS and used as a development and progression tool). This also ensured that the framework was in line with Agenda for change (www.doh.gov.uk/agendaforchange.index.htm), the new grading framework in use within the NHS The value for ophthalmic nursesIt is hoped that ophthalmic nurses will develop a portfolio of evidence, which not only fulfils the requirements for the KSF but which also is mapped against the Ophthalmic Nursing Forum’s competence framework. A portfolio mapped against a nationally developed and accredited framework is high quality evidence of the nurse’s competence in practice at a particular level. Evidence may take a myriad of different forms and there is no doubt that educational programmes will be of use. While it is clear that educational input is required and is crucial for the development of the underpinning knowledge and skills for competence, such education will vary and the development of the competence framework recognises this. Education on its own does not guarantee or prove competence and this framework is designed to ensure that nurses can demonstrate competence rather than merely educational attainment. Those nurses with a high level of skill and competence but without formal qualifications are therefore able to have their expertise recognised. Competence assessment and accreditation It is hoped that eventually, ophthalmic nurses will be able to have portfolios assessed by a national panel of expert ophthalmic assessors. This seems some way off though, so at present, the portfolio mapped against the competence framework is likely to be examined at the nurse’s yearly KSF review which will validate the evidence within it and allow the nurse to map progress and attainment against the national Ophthalmic Nursing Forum competence framework. It is clear that not all nurses will be able to achieve or demonstrate competence in every aspect of the core or a particular specialist competence area. We do not all do the same thing, our practice is diverse and constantly changing. There is likely to be a minimum achievement needed to allow nurses to be considered competent at a particular level and as yet, this has not been articulated but should be around 80% of the core. Ophthalmic Nurses would achieve all or nearly 7 all of the core competencies at a particular level and then achieve competence in one or more of the specialist areas. Ophthalmic nursing has some very expert nurses, but it is unlikely that many nurses would achieve an expert level in all or even nearly all of the specialist areas! Each ophthalmic nurse would achieve a map of competence which is unique to them and their practice. General nursing competence The RCN has also developed a set of generic competencies for nursing and when added to the core and specialist competencies for ophthalmic nursing, each nurse can develop a portfolio of evidence which exactly describes the nurses stage in his/her career This is shown as ‘wedding cake’ model of competence development in diagram 3 DIAGRAM 3 Skills transfer A portfolio of evidence, developed in line with a national framework and validated at KSF review (or eventually perhaps, accredited nationally) is very good evidence of competence for employers. Managers employing ophthalmic nurses will be able to tell, very easily, what skills an ophthalmic nurse has and what competence level they have achieved. The ‘how do I know you know’ question from a manager employing a new member of staff, will be much easier to answer and therefore skills transfer and the acceptance of competence by the new employer is likely to be facilitated. Education Educationalists have been involved at every stage in this process and as programmes of education come up for revalidation, the competence framework is being used as a basis for educational development, thus equipping ophthalmic nurses with the underpinning education and skills which the ophthalmic nursing profession deem necessary for competence in the ophthalmic arena. This should ensure that, eventually, a national standard for courses will develop, and that employers clinicians and educationalists will have a much better sense of what a nurse completing a particular course of study will have achieved. Benchmarking and role mapping The RCN Ophthalmic Nursing Forum expects that the competence framework will allow us to benchmark competence in ophthalmic nursing practice over the whole of the UK and beyond. 8 The framework has been designed with the international diversity of healthcare systems in mind and it can therefore be used in all ophthalmic health care settings, allowing an international understanding of ophthalmic nursing practice. The framework also enable individual roles to be mapped against, for example, Agenda for Change/ KSF competencies and may allow ophthalmic nurses undertaking the same role to be accredited by other systems, at the same level, over the whole of the UK and perhaps more widely. The process of developing the competence framework is complete….but only for now. We have been proactive to an extent ion that competencies have been developed in areas where ophthalmic nursing has little presence at present. We have no way of knowing exactly what the future hols for our speciality so the framework must be dynamic, both reacting to changes in practice and practice organisation, but also continuing to try to predict the future. This exciting project has relevance to ophthalmic nursing wherever it is practiced, in the UK and throughout the world. We have many more commonalities in our practice than we have differences and people with eye problems have the same needs and requirements of us wherever we are. The framework is available to all ophthalmic nurses and ophthalmic nursing organisations at www.rcn.org.uk/publications and is called - Competencies: an integrated career and competency framework for ophthalmic nursing TABLE 1 Level of Relates to Practice V The nurse who is new to the speciality, with nursing competence but little ophthalmic nursing competence W The competent ophthalmic nurse (Under the supervision of an expert nurse) X The ophthalmic nurse who has developed further competence, probably specialising in a particular area of practice - the experienced/proficient nurse (With the minimum guidance and supervision of an expert nurse) Y the senior practitioner/expert nurse (Working autonomously) Z The consultant nurse and beyond – an ever expanding area 9 TABLE 2 Level W Element of competence Has a comprehensive working knowledge of the anatomy and physiology of body systems in relation to ophthalmic and related systems Demonstrates a basic understanding of healing processes Use knowledge of abnormal ocular pathology to anticipate effects on the person Demonstrates a basic knowledge of the pathophysiological presentations of conditions that are common to one’s area of practice Able to recognise and describe signs of common conditions in one’s area of practice using a limited range of terminology Level X Element of competence Use a full range of nursing strategies to relieve the psychological and spiritual impact of physical and emotional aspects of ocular pathology upon individuals, family, and supporters Assess, prioritise and plan care for patients presenting with a range of ophthalmic conditions and trauma Is identified as and leads on aspects of Essence of Care/ Fundamentals of Care initiatives within the department and /or other initiatives for developing practice expertise such as National Service Frameworks Acts proactively as an educator and resource to other professionals within and outside the ophthalmic setting Level Y Element of competence Using expert knowledge, assess, prioritise, treat and safely refer or discharge a range of 10 patients with ophthalmic problems Anticipate the effects of clinical diagnosis on the individual and family/ supporters, adjust care to enhance well-being and respond appropriately Anticipate the likely course of the patient’s treatment process and use own specialist knowledge to effect best outcome Initiate, supply, administer and evaluate effects of pharmacological interventions in line with national and local policy and clinical guidelines DIAGRAM 1 Core competence Y X Expertise W V Core Competencies DIAGRAM 2 Core and specialist competence diagram Z Outpatients Y A&E 11 Children & young people Peri-operative X DIAGRAM 3 Ophthalmic specialist competence at Y Ophthalmic core competence at Y Accreditation of competence at Y Generic competence at Y Ophthalmic specialist competence at X Ophthalmic core competence at X Accreditation of competence at X Generic competence at X Ophthalmic specialist competence at W Ophthalmic core competence at W Accreditation of competence at W Generic competence at W 12