1 2 3 4 American Nurses Association 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 NURSING INFORMATICS: SCOPE AND STANDARDS OF PRACTICE September 13, 2007 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 Draft for Review by Congress on Nursing Practice and Economics DRAFT Nursing Informatics: Scope and Standards of Practice-9-13-07 ©American Nurses Association 1 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 Acknowledgements Workgroup Members (2007) Nancy Staggers, PhD, RN, FAAN, Chairperson Michele Calogero, MSN, RN Margaret F. Budnik, DM, RN Diane Castelli, RN Melissa Christensen Mary F. Clarke, PhD, RN, BC Tina Dieckhaus, BSN, RN-BC, Leader, Integration and Tenets Paulette Fraser, MS, RN-BC, Co-leader Metastructures Josette Jones, PhD, RN-BC, Co-leader Competencies Sally Kellum, MSN, RN-C Rosemary Kennedy, MBA, RN, Co-leader NI Standards Kathleen Krichbaum, RN, PhD Sheryl LaCoursiere, PhD, RN-BC, Leader, Functional Areas Angela Lewis, BSN, RN-BC Teresa McCasky, MBA, BSN, RN-BC Ramona Nelson, PhD, RN, FAAN, Co-leader, Metastructures Agnes Padernal, PhD, RN Amy Peck, RN Mollie R. Poynton PhD, APRN Loretta Schlachta-Fairchild, PhD, RN, CHE Norma Street, MSN, RN Sharon Sweeney Fee, PhD, RN, Leader, Ethics section Dawn Weathersby, MS, RN, Co-leader NI Standards Jill Winters, PhD, RN Seth Wolpin PhD MPH RN, Co-leader Competencies Lisa Wynn, MA, RN-BC ANA Staff Carol J. Bickford, PhD, RN-BC, Content Editor Yvonne D. Humes, MSA Therese Myers, JD DRAFT Nursing Informatics: Scope and Standards of Practice-9-13-07 ©American Nurses Association 2 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 Table of Contents Acknowledgments ......................................................................................................................... 2 Introduction .................................................................................................................................... 5 Metastructure, Concepts, and Tools of Nursing Informatics .................................................... 6 Metastructures: Data, Information, and Knowledge......................................................................... 6 Sciences Underpinning Nursing Informatics .................................................................................. 10 Language as a Tool for Nursing Informatics .................................................................................. 10 Concepts and Tools from Information Science and Computer Science ........................................ 10 Human—Computer Interaction and Related Concepts ................................................................. 10 Phenomena of Nursing .................................................................................................................. 14 Functional Areas for Nursing Informatics ................................................................................. 15 Administration, Leadership, and Management ............................................................................. 18 Analysis .......................................................................................................................................... 19 Compliance and Integrity Management ......................................................................................... 21 Consultation .................................................................................................................................. 22 Coordination, Facilitation and Integration ...................................................................................... 23 Development .................................................................................................................................. 24 Education and Professional Development ..................................................................................... 25 Policy Development and Advocacy................................................................................................ 26 Research and Evaluation ............................................................................................................... 27 Integrated Areas............................................................................................................................. 28 Functions Areas Conclusion .......................................................................................................... 29 Informatics Competencies .......................................................................................................... 30 The Intersection of Informatics Competencies and NI Functional Areas....................................... 30 Developing a New Competencies Matrix ....................................................................................... 37 Competencies and Metastructures ................................................................................................ 37 Work in Progress............................................................................................................................ 37 NI Competencies Conclusion......................................................................................................... 37 The Integration of Nursing Informatics...................................................................................... 38 Tenets of Nursing Informatics .................................................................................................... 41 Ethics in Nursing Informatics ..................................................................................................... 41 The Future of Nursing Informatics ............................................................................................. 44 Standards of Nursing Informatics Practice ............................................................................... 56 Overarching Principles for Nursing Informatics Practice................................................................57 Standards of Practice ....................................................................................................................58 Standard 1 Assessment................................................................................................................ 58 Standard 2 Problem or Issues ...................................................................................................... 58 Standard 3 Outcomes Identification...............................................................................................58 Standard 4 Planning....................................................................................................................... 59 Standard 5 Implementation ............................................................................................................ 59 Standard 5A Coordination of Activities...........................................................................................61 Standard 5B Health Teaching, Health Promotion, and Education for Informatics Solutions..........61 Standard 5C Consultation..............................................................................................................62 Standard 6 Evaluation....................................................................................................................62 DRAFT Nursing Informatics: Scope and Standards of Practice-9-13-07 ©American Nurses Association 3 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 Standards of Professional Performance ................................................................................... 63 Standard 7 Education..................................................................................................................... 64 Standard 8 Professional Practice Evaluation................................................................................. 64 Standard 9 Quality of Nursing Informatics Practice ....................................................................... 65 Standard 10 Collegiality ................................................................................................................. 66 Standard 11 Collaboration ............................................................................................................. 66 Standard 12 Ethics......................................................................................................................... 67 Standard 13 Research ................................................................................................................... 68 Standard 14 Resource Utilization .................................................................................................. 68 Standard 15 Advocacy ................................................................................................................... 69 Standard 16 Leadership................................................................................................................. 70 Glossary ........................................................................................................................................ 72 References....................................................................................................................................74 DRAFT Nursing Informatics: Scope and Standards of Practice-9-13-07 ©American Nurses Association 4 1 2 3 THE SCOPE OF NURSING INFORMATICS PRACTICE Introduction 4 Nursing informatics (NI) is a specialty that integrates nursing science, computer science, and 5 information science to manage and communicate data, information, knowledge and wisdom in 6 nursing practice. NI supports consumers, patients, nurses, and other providers in their decision- 7 making in all roles and settings. This support is accomplished through the use of information 8 structures, information processes, and information technology. 9 The goal of NI is to improve the health of populations, communities, families, and individuals 10 by optimizing information management and communication. These activities include the design 11 and use of informatics solutions and/or technology to support all areas of nursing, including, but 12 not limited to, the direct provision of care, establishing effective administrative systems, 13 designing useful decision support systems, managing and delivering educational experiences, 14 enhancing life long learning, and supporting nursing research. 15 The NI definition remains essentially synonymous with that found in the 2001 Scope and 16 Standards of Nursing Informatics but now includes the additional concept of wisdom. The term 17 individuals refers to patients, healthcare consumers and any other recipient of nursing care or 18 informatics solutions. The term patient refers to consumers in both a wellness and illness model. 19 The discussion of the definition and goal of nursing informatics evolved from work by Staggers 20 and Thompson (2002). 21 NI is one example of a discipline-specific informatics practice within the broader category of 22 health informatics. NI has become well established within nursing since its recognition as a 23 specialty for registered nurses by the American Nurses Association (ANA) in 1992. It focuses on 24 the representation of nursing data, information, knowledge (Graves and Corcoran, 1989) and 25 wisdom (Nelson, 1989; Nelson, 2002) as well as the management and communication of 26 nursing information within the broader context of health informatics. Nursing informatics (1) 27 provides a nursing perspective, (2) illuminates nursing values and beliefs, (3) denotes a practice 28 base for nurses in NI, (4) produces unique knowledge, (5) distinguishes groups of practitioners, 29 (6) focuses on the phenomena of interest for nursing, and (7) provides needed nursing 30 language and word context to health informatics (Brennan, 2003). 31 The scope and standards of practice address both informatics nurse specialists (INSs), those 32 formally prepared at the graduate level in informatics or a related field, as well as informatics 33 nurses (INs), those generalists who have gained experience in the field but do not have 34 educational preparation at the graduate level in an informatics-related area. NI is at the end of a 35 transition period between these two title distinctions and function distinctions. Informatics DRAFT Nursing Informatics: Scope and Standards of Practice-9-13-07 ©American Nurses Association 5 1 practice is complex and requires graduate educational preparation for all nurses working in the 2 specialty going forward. 3 Nursing Informatics: Scope and Standards of Practice expands upon earlier work within NI, 4 building upon historical knowledge (ANA, 1994, 1995, 2001) and includes new, state-of-the- 5 science material for the specialty. Because of the rapid changes in related sciences, NI roles, 6 and advances in the science of informatics, a new document was needed. This revision 7 provides new material including: a) adding the concept of wisdom to NI metastructures, b) 8 transitioning the roles section away from job titles to role functions that may be integrated within 9 various NI roles and subspecializations, c) identifying commonalities between INSs and other 10 informatics specialists d) providing a distinction between INs and INSs, e) expanding the work 11 on NI competencies to describe typical NI competencies for typical NI functional areas, f) 12 expanding the discussions in ethics, human-computer interaction and the future of NI, g) 13 integrating new functions across clinical practice and NI and h) changing the section previously 14 titled “Boundaries of Nursing Informatics” to a discussion about the cross-disciplinary nature of 15 NI acknowledging the blurring of boundaries among other informatics and nursing specialties. 16 This revised scope and standards document can be useful in several ways. First, the 17 document outlines the attributes and definition of the specialty. Second, the document can be 18 useful to educational programs and NI practitioners as a reference and guide. Third, this work 19 can serve as a reference for employers and regulatory agencies to assist with developing 20 position descriptions, determining required informatics competencies, and initiating NI positions 21 in health organizations. Last, the material can serve as a source document for legal opinions, 22 funding agencies, and others seeking to improve health through NI. 23 Metastructures, Concepts, and Tools of Nursing Informatics 24 To understand NI, its metastructures, sciences, concepts and tools are first explained. 25 Metastructures are overarching concepts used in theory and science. Also of interest are the 26 sciences underpinning NI, concepts and tools from information science and computer science, 27 human–computer interaction and ergonomics concepts, and the phenomena of nursing. 28 Metastructures: Data, Information, Knowledge, and Wisdom 29 In the mid 1980’s Blum (1986) introduced the concepts of data, information and knowledge as a 30 framework for understanding clinical information systems and their impact on health care. He 31 did this by classifying the then current clinical information systems by the three types of objects 32 that these systems processed. These were data, information and knowledge. He noted that the 33 classification was artificial with no clear boundaries; however, increasing complexity between 34 the concepts existed. In 1989, Graves and Corcoran built on this work when they published DRAFT Nursing Informatics: Scope and Standards of Practice-9-13-07 ©American Nurses Association 6 1 their seminal work that described the study of nursing informatics using the concepts of data, 2 information and knowledge. The article contributed two broad principles to NI that will be 3 acknowledged here. The first contribution was a definition of nursing informatics (NI) that was 4 widely accepted in the field. 5 The second contribution of Graves and Corcoran (1989) was an information model that 6 identified data, information, and knowledge as key components of NI practice. The Graves 7 model is presented in Figure 1. Management Processing Data 8 9 Information Knowledge Figure 1. Conceptual Framework for the Study of Nursing Knowledge. 10 Reprint permission has been requested. 11 Graves and Corcoran (1989) drew from Blum (1986) to define the three concepts as follows: 12 • Data are discrete entities that are described objectively without interpretation, 13 • Information is data that are interpreted, organized, or structured, and 14 • Knowledge is information that is synthesized so that relationships are identified and 15 formalized. 16 Data, which are processed to information and then knowledge, may be obtained from 17 individuals, families, communities, and populations. Data, information, and knowledge are of 18 concern to nurses in all areas of practice. For example, data derived from direct care of an 19 individual may then be compiled across persons and aggregated for decision-making by nurses, 20 nurse administrators, or other health professionals. Further aggregation may address 21 communities and populations. Nurse-educators may create case studies using these data, and 22 nurse-researchers may access aggregated data for systematic study 23 As an example, an instance of vital signs for an individual—heart rate, respiration, 24 temperature, and blood pressure—can be considered (a set of) data. A serial set of vital signs 25 taken over time, placed into a context, and used for longitudinal comparisons is considered 26 information. That is, a dropping blood pressure, increasing heart rate, respiratory rate, and fever 27 in an elderly, catheterized person are recognized as being abnormal for this person. The DRAFT Nursing Informatics: Scope and Standards of Practice-9-13-07 ©American Nurses Association 7 1 recognition that the person may be septic and, therefore may need certain nursing interventions 2 reflects information synthesis (knowledge) based on nursing knowledge and experience. 3 Figure 2 builds on the work of Graves and Corcoran by providing a depiction of the 4 relationship of data, information, and knowledge. As data are transformed into information and 5 information into knowledge, each level increases in complexity and requires greater application 6 of human intellect. The X-axis in Figure 2 represents interactions within and between the 7 concepts as one moves from data to wisdom; the Y-axis represents the increasing complexity of 8 the concepts and interrelationships. Wisdom Understanding, applying, applying with compassion Constant Flux Knowledge Interpreting, Integrating and understanding Increasing Complexity Information Organizing and interpreting Data Naming, Collecting And organizing 9 10 . 11 Figure 2. The Relationship of Data, Information, Knowledge and Wisdom 12 13 *Reprinted with modification from Englebardt, S. & Nelson, R. Health Care Informatics: An Interdisciplinary Approach, Copyright (2002), Figure 1-4, page 13 with permission from Elsevier. Increasing Interactions and Inter-relationships 14 Wisdom is defined as the appropriate use of knowledge to manage and solve human 15 problems. It is knowing when and how to apply knowledge to deal with complex problems or 16 specific human need (Nelson, 1989; Nelson, 2002). While knowledge focuses on what is known, 17 wisdom focuses on the appropriate application of that knowledge. For example, a knowledge DRAFT Nursing Informatics: Scope and Standards of Practice-9-13-07 ©American Nurses Association 8 1 base may include several options for managing an anxious family, while wisdom would guide 2 the decisions about which of these options are most appropriate with a specific family. As this 3 example demonstrates, the scope of NI is based on the scope of nursing practice and nursing 4 science with a concentration on data, information and knowledge. It is not limited by the current 5 technologies. If the study of NI was limited to what the computer can process, the study of 6 informatics could not fully appreciate the interrelationships that exist between nursing 7 science/practice and information science/technology. NI must consider how nurses have an 8 impact on the technology and how the technology has an impact on nursing. An understanding 9 of this interaction makes it possible to understand how nurses create knowledge and how they 10 11 make use of that knowledge in their practices. The appropriate use of knowledge involves the integration of empirical, ethical, personal and 12 aesthetic knowledge in the process of implementing actions. The individual must apply a high 13 level of empirical knowledge in understanding the current situation, apply a professional value 14 system in considering possible actions, be able to predict the potential outcome of these actions 15 with a high level of accuracy, and then to have the will power to carry out the selected action in 16 the current environment. An example of applied wisdom demonstrating this integration in NI is 17 the appropriate use of information management and technological tools to support effective 18 nursing practice. 19 The addition of wisdom raises new and important research questions. This challenges the 20 discipline to develop tools and processes for classifying, measuring and coding wisdom as it 21 relates to nursing, NI, and informatics education. These research avenues will help clarify the 22 relationships between wisdom and the intuitive thinking of expert nurses. Such research will be 23 invaluable in building information systems to support expert healthcare practitioners as well 24 support the decision process of more novice nurses and others. 25 Two interrelated forces have encouraged the expansion of the NI model to include wisdom. 26 First, the initial work was limited to the types of objects processed by automated systems in the 27 mid 1980’s. However, NI is now concerned with the use of information technology to improve 28 the access and quality of health care that is delivered to individuals, families and communities. 29 The addition of the concept of wisdom expands the focus of the model from the technology and 30 the processing of objects to include the interaction of the human with the technology and 31 resultant outcome(s). 32 Nurses have been recognized as primary users and processors of information for over 40 33 years (Jydstrup and Gross, 1966; Zielstroff, 1981). Other authors have focused on the amount 34 of time nurses actually spend administering direct care to patients or the time involved in DRAFT Nursing Informatics: Scope and Standards of Practice-9-13-07 ©American Nurses Association 9 1 documentation (Norrie, 1999; Jinks, 2000; Harrison, 2002). In fact, Jydstrup and Gross (1966) 2 estimated in the 1960s that nurses in acute care spent 30% to 40% of their time in information 3 processing activities. In her frequently cited article, titled, “How do nurses spend their time?” 4 Hendrickson (1990) determined that nurses spend only 31% of their time with patients. Other 5 aspects of the nursing role included information management with ancillary services. 6 Sciences Underpinning Nursing Informatics 7 A significant contribution of Graves and Corcoran (1989) was a description and definition of 8 nursing informatics (NI) that was widely accepted in the field in the 1990s. It stated that NI is a 9 combination of nursing science, information science, and computer science to manage and 10 process nursing data, information, and knowledge to facilitate the delivery of health care. The 11 central notion was that the application of these three core sciences was what made NI unique 12 and differentiated it from other informatics specialties. 13 In addition to these three core sciences, other sciences may be required to solve informatics 14 issues. James Turley expanded the model of NI to include cognitive science (1996). Certainly 15 the cognitive aspect of humans is a critical piece for INSs and for INs to understand. However, 16 other sciences may be equally as critical depending upon the issue at hand. For example, if the 17 INS is dealing with a system’s implementation in an institution, an understanding of 18 organizational theory may be germane to successful implementation (Staggers & Thompson, 19 2002). As science evolves, other core sciences may need to be included in future nursing 20 informatics models. 21 Although the core sciences are foundational to the work in NI, the practice of the specialty 22 can be considered an applied science rather than a basic science. The combination of sciences 23 creates a unique blend that is greater than the sum of its parts, a unique combination that 24 creates the definitive specialty of NI. Further, informatics realizes its full potential within health 25 care when it is grounded within a discipline, in this case, the discipline is nursing. Computer and 26 information science applied in isolation will have less impact if not applied within a disciplinary 27 framework. Through application, the science of informatics can solve critical healthcare issues 28 of concern to a particular discipline. 29 Language as a Tool for Nursing Informatics 30 Many of the tools used by the informatics nurse and informatics nurse specialist are based on 31 metastructures and concepts that incorporate knowledge from nursing and other health and 32 information sciences. Nursing knowledge is developed through the ability to extract, synthesize, 33 and analyze data that specifically defines nursing phenomena. Many different languages and 34 ways of organizing data, information, and knowledge exist based on different concepts. DRAFT Nursing Informatics: Scope and Standards of Practice-9-13-07 ©American Nurses Association 10 1 The creation of nursing taxonomies and nomenclatures has occurred over the past years 2 allowing these iterations to occur. The ANA has formalized the recognition of these 3 languages/vocabularies through a review process of the Committee on Nursing Practice 4 Information Infrastructure (CNPII). For more information, see Table 1 and 5 http://nursingworld.org/npii/terminologies.htm. To promote the integration of standardized 6 terminologies within information technology solutions, the ANA’s Nursing Information and Data 7 Set Evaluation Center (NIDSEC) conducts the following activities: 8 • 9 10 11 Develops and disseminates standards pertaining to information systems that support the documentation of nursing practice, and • Evaluates voluntarily submitted information systems against these standards. Table 1. ANA Recognized Terminologies and Data Element Sets Setting Where Developed Content 1. NMDS Nursing Minimum Data Set Currently Recognized All Nursing Clinical Data Elements 2. NMMDS Nursing Management Minimum Data Set Currently Recognized All Settings Nursing Administrative Data Elements All Nursing Care Diagnoses, Interventions, and Outcomes 4. ICNP® International Classification of Nursing Practice Currently Recognized All Nursing Diagnoses, Interventions, and Outcomes 5. NANDA NANDA International Currently Recognized All Nursing Diagnoses 6.NIC Nursing Interventions Classification Currently Recognized All Nursing Interventions 7. NOC Nursing Outcomes Classification Currently Recognized All Nursing Outcomes Home Care, Public Health, and Community Diagnoses, Interventions, and Outcomes Data Element Sets Nursing Developed Terminologies 3. CCC Clinical Care Classification Currently Recognized 8. OMAHA SYSTEM Omaha System Currently Recognized DRAFT Nursing Informatics: Scope and Standards of Practice-9-13-07 ©American Nurses Association 11 9. PCDS Patient Care Data Set Retired Acute Care Diagnoses, Interventions, and Outcomes Perioperative Diagnoses, Interventions and Outcomes 11. ABC ABC Codes Currently Recognized Nursing and Other Interventions 12. LOINC® Logical Observation Identifiers Names and Codes Currently Recognized Nursing and Other Outcomes and Assessments 13. SNOMED CT Systematic Nomenclature of Medicine Clinical Terms Currently Recognized Nursing and Other Diagnoses, Interventions, and Outcomes 10. PNDS Perioperative Nursing Data Set Currently Recognized Multidisciplinary Terminologies 1 At a higher level of structure, several resources have developed to facilitate interoperability 2 between different types of systems of concepts and nomenclature. For instance, the Systemized 3 Nomenclature of Medicine (SNOMED-CT; http://www.snomed.org) is considered a universal 4 healthcare reference terminology and messaging structure. For nursing, SNOMED CT enables 5 terminology from one system to be mapped to concepts from another, e.g., Omaha System with 6 North American Nursing Diagnosis Association (NANDA), Nursing Interventions Classification 7 (NIC) and Nursing Outcomes Classification (NOC). On a larger scale, the Unified Medical 8 Language System of the National Library of Medicine (UMLS; 9 http://www.nlm.nih.gov/research/umls) incorporates the work of over one hundred vocabularies, 10 including SNOMED CT (http://www.nlm.nih.gov/research/umls/metaa1.html). The informatics 11 nurse and informatics nurse specialist must be aware of these tools, and may be called upon to 12 understand the concepts of one or more languages, the relationships between related concepts, 13 and integration into existing vocabularies for a given organization. 14 The importance of languages and vocabularies cannot be understated. Informatics nurses 15 must seek a broader picture of the implications of their work, and the uses and outcomes of 16 languages and vocabularies for end users. For instance, nurses working in mapping a home 17 care vocabulary with an intervention vocabulary must see beyond the technical aspect of the 18 work. They must understand that there may be a case manager for a multi-system health 19 organization or a home care agency who will be developing knowledge of nursing acuity and 20 case mix based on the differing vocabularies that they have integrated. The INS must attempt to DRAFT Nursing Informatics: Scope and Standards of Practice-9-13-07 ©American Nurses Association 12 1 envision the differing functions that may be used with the data, information and knowledge that 2 have been created. 3 Concepts and Tools from Information Science and Computer Science 4 Informatics tools and methods from computer and information sciences are considered 5 fundamental elements of NI, including: 6 • Information technology 7 • Information structures 8 • Information management 9 • Information communication 10 Information technology includes computer hardware, software, communication, and network 11 technologies, derived primarily from computer science. The other three elements are derived 12 primarily from information science; a) Information structures organize data, information, and 13 knowledge for processing by computers, b) Information management is an elemental process 14 within informatics in which one is able to file, store, and manipulate data for various uses, and c) 15 Information communication processes enable systems to send data, and to present information 16 in a format that improves understanding. The use of information technology distinguishes 17 informatics from more traditional methods of information management. Thus, NI incorporates 18 the above four additional elements from computer and information science. Underlying all of 19 these are human–computer interaction concepts discussed in the next section. 20 Human–Computer Interaction and Related Concepts 21 Human–computer interaction (HCI), usability and ergonomics concepts are of fundamental 22 interest to the INS. Essentially, HCI deals with people, software applications, computer technology 23 and the ways they influence each other (Dix, Finlay, Abowd, & Beale et al., 2004). Elements of 24 HCI are rooted in psychology, social psychology and/or cognitive science. However, the design, 25 development, implementation, and evaluation of applications derive from applied work in 26 computer science, the specific discipline at hand (in this case nursing), and information science. 27 For example, an INS would assess an application before purchase to determine whether the 28 application design complements the way nurses cognitively process medication orders. 29 A related concept is usability which deals with specific issues of human performance during 30 computer interactions for specific tasks within a particular context (Dix, et al., 2004). Usability 31 issues address the efficiency and effectiveness of an application. For example, an INS might 32 study the ease of learning an application, the ease of using an application, or the speed of task DRAFT Nursing Informatics: Scope and Standards of Practice-9-13-07 ©American Nurses Association 13 1 completion and errors that occurred during application use when determining which system or 2 application would be best utilized on a nursing unit. 3 The term ergonomics typically is used in the United States to describe the design and 4 implementation of equipment, tools, and machines related to human safety, comfort, and 5 convenience. Commonly, the term ergonomics refers to attributes of physical equipment or to 6 principles of arrangement of equipment in the work environment. For instance, an INS may 7 have a role in ensuring that good ergonomics principles are used in an intensive care unit to 8 select and arrange various devices to support workflow for cross-disciplinary providers as well 9 as patients’ families. 10 HCI, usability, and ergonomics are related concepts typically subsumed under the rubric of 11 human factors or how humans and technology relate to each other. The overall goal is better 12 design for software, devices and equipment to promote optimal task completion in various 13 contexts or environments. Optimal task completion includes the concepts of efficiency and 14 effectiveness, including considerations about the safety of the user. These concepts are 15 essential for the INS and IN to understand for effective strategies to develop, select, implement, 16 and evaluate information structures and informatics solutions. 17 The importance of human factors in healthcare was elevated with the Institute of Medicine’s 18 2001 report (IOM, 2001). Before this, HCI and usability assessments and methods were being 19 incorporated into health at a glacial speed. In the past 5 years the number of HCI and usability 20 publications in healthcare has increased substantially. Vendors have installed usability 21 laboratories and incorporated usability testing of their products into their systems lifecycles. The 22 FDA has mandated usability testing as part of their approval process for any new devices (FDA, 23 2007). Thus, HCI and usability are critical concepts for INs and INSs to understand. Numerous 24 usability methods and tools are available, e.g., heuristics (rules of thumb), naturalistic 25 observation and think aloud protocols. Readers are referred to HCI references to learn these 26 methods. 27 Phenomena of Nursing 28 The metaparadigm of nursing comprises four key concepts: nurse, person, health, and 29 environment. Nursing actions are based upon the inter-relationships between the concepts and 30 are related to the values nurses hold relative to them. Nurses make decisions about 31 interventions from their unique perspectives. Decision-making is the process of choosing among 32 alternatives. The decisions that nurses make can be characterized by both the quality of 33 decisions and the impact of the actions resulting from those decisions. As knowledge workers, 34 nurses make numerous decisions that affect the life and well-being of individuals, families, and DRAFT Nursing Informatics: Scope and Standards of Practice-9-13-07 ©American Nurses Association 14 1 communities. The process of decision-making in nursing is guided by the concept of critical 2 thinking. Critical thinking is the intellectually disciplined process of actively and skillfully using 3 knowledge to conceptualize, apply, analyze, synthesize, and/or evaluate data and information 4 as a guide to belief and action (Scriven and Paul, 1997). 5 Clinical wisdom is the ability of the nurse to add experience and intuition to a situation 6 involving the care of a person (Benner, 1999). Wisdom in informatics is the ability of the 7 informatics nurse specialist to evaluate the documentation drawn from a Health Information 8 System (HIS) and the ability to adapt or change the system settings or parameters to improve 9 the workflow of the clinical nurse. 10 Nurses’ decision-making is described as an array of decisions that include specific 11 behaviors, as well as cognitive processes surrounding a cluster of issues. For example, nurses 12 use data transformed into information to determine interventions for persons, families, and 13 communities. Nurses make decisions about potential problems presented by an individual and 14 about appropriate recommendations for addressing those problems. They also make decisions 15 in collaboration with other health care professionals such as physicians, pharmacists or social 16 workers. Decisions also may occur within specific environments, such as executive offices, 17 classrooms, and research laboratories. 18 An information system collects and processes data and information. Decision support 19 systems are computer applications designed to facilitate human decision making processes. 20 Decision support systems are typically rule-based, using a specified knowledge base and a set 21 of rules to analyze data and information and provide recommendations. Other decision support 22 systems are based upon knowledge models induced directly from data, regression or 23 classification models that predict characteristics or outcomes. 24 An expert system is a type of decision support system that implements the knowledge of 25 one or more human experts. Recommendations take the form of alerts (for instance, calling user 26 attention to abnormal lab results, potential adverse drug events) or suggestions, e.g., 27 appropriate medications, therapies or other actions (Haug, Gardner & Evans, 1999). Whereas 28 control systems implement decisions without involvement of a user, decision support systems 29 merely provide recommendations and rely upon the wisdom of the user for appropriate 30 application of these provided recommendations. As Blum demonstrated in the mid-1980s, the 31 concepts of data, information, knowledge and wisdom to exemplify different levels of automated 32 systems. The relationships among these concepts and information, decision support, and expert 33 systems are represented in Figure 4. 34 DRAFT Nursing Informatics: Scope and Standards of Practice-9-13-07 ©American Nurses Association 15 1 Wisdom 2 Expert System 3 4 Knowledge 5 Decision Support System 6 Information 7 8 Information System 9 Data 10 11 12 Figure 4. Levels and Types of Automated Systems 13 14 Reprinted from Englebardt, S. Nelson, R. Health Care Informatics: An Interdisciplinary Approach, Copyright (2002), Figure 1-5, page 14 with permission from Elsevier. 15 16 In summary, the INS must be able to navigate the complexity of the relationships between the following elements and understand how they facilitate decision-making: 17 • Data, information, knowledge and wisdom 18 • Nursing science, information science, computer science and other sciences of interest to 19 the issue at hand (e.g., cognitive science), 20 • Nurse, person, health, environment, and decision-making 21 • Information structures, information technology, managing and communicating 22 information 23 Functional Areas for Nursing Informatics 24 To describe the current work of INs, two relevant sources were reviewed. First, Newbold (2006) 25 created a database of job titles for nurses working in informatics beginning in the early 1980s. 26 As of early 2006, the database included titles for 6338 members of nursing and informatics 27 organizations, conference attendees and participants on NI electronic discussion lists. However, 28 the top 50 job titles did not translate into consistent responsibilities and job activities. INs with 29 different titles may actually be performing the same functions. Or INs with the same titles may, 30 in fact, perform very different functions. DRAFT Nursing Informatics: Scope and Standards of Practice-9-13-07 ©American Nurses Association 16 1 Second, a 2007 Health Information Management and Systems Society (HIMSS) survey of 2 776 informatics nurses categorized NI work into job responsibilities as opposed to job titles 3 (HIMSS, 2007). The top job responsibility of respondents was systems implementation (45%), 4 down from 67% in 2004. The second and third top job responsibilities reported by HIMSS 5 respondents were system development (41%) and liaison (35%). 6 Not only are there varied titles and activities within nursing informatics, the environments in 7 which INSs and INs practice are many and evolving. Initially, NI focused nearly exclusively in 8 the hospital setting. Now INs work in such diverse settings as home health and hospice 9 agencies, nursing homes, public and community health agencies, physician offices and 10 ambulatory care centers. They are employed by medical device vendors, large and small 11 software companies, web content providers, disease management companies, government 12 agencies and a host of other settings (Sensmeier, West & Horowicz, 2004). Across 13 environments, INSs and INs commonly practice in interdisciplinary healthcare environments. In 14 many settings, INSs and INs are expected to interact with information technology (IT) 15 professionals during all phases of the systems lifecycle. And more commonly than in the past, 16 INs may be the IT professionals themselves. 17 Nursing informatics supports multiple constituencies and stakeholders such as cross- 18 disciplinary team members, health care consumers, information technology professionals, 19 health care agencies and organizations. INSs are particularly well suited to work in 20 multidisciplinary and interdisciplinary environments. After all, nurses plan, implement and 21 coordinate activities involving multiple constituencies in a consumer-centered fashion from their 22 earliest days. 23 INSs use scientific and informatics principles. More importantly, they employ creative 24 strategies for meaningful informatics solutions. INSs also bring unique perspectives of cross- 25 disciplinary work, solid understanding of operational processes and the value of consumer 26 advocacy to informatics functions. INs and INSs may find that they need varying kinds of 27 advanced preparation to match the informatics project at hand. For instance, an INS 28 coordinating the implementation of an informatics solution such as a learning management 29 system may benefit from advanced preparation in adult education. 30 Many registered nurses have worked on informatics initiatives for many years and have built 31 their knowledge base and expertise from on-the-job experiences. The evolving mandate for 32 electronic information systems and the increasing complexity of healthcare services and 33 practice have raised the bar for the nursing professional. Select informatics competencies are 34 now becoming requirements for inclusion in all undergraduate and graduate nursing curricula. DRAFT Nursing Informatics: Scope and Standards of Practice-9-13-07 ©American Nurses Association 17 1 Accredited graduate level educational programs for this specialty nursing practice first were first 2 offered in 1989 and now are more commonly available, especially through distance education 3 and on-line programs. Rather than offer discipline specific informatics programs, some 4 universities have elected to embrace an interdisciplinary approach by offering graduate studies 5 in health informatics or bioinformatics. Completion of a graduate level informatics degree 6 program is now becoming the standard. 7 Professional certification as an informatics nurse became a reality in late 1995 when the 8 American Nurses Credentialing Center (ANCC) offered the nursing informatics certification 9 exam as its first computer-based examination. Informatics nurses and informatics nurse 10 specialists may elect to pursue other pertinent certifications in areas such as project 11 management, security and privacy, Six Sigma, network management, knowledge management, 12 A+ certification. Employers are beginning to use certification as a preferred characteristic during 13 the hiring process. 14 Because of the tendency to confuse roles with titles and the vast number of position titles 15 and lack of standardization among them, this section describes the functional areas for INSs 16 and INs. The following present overall functional areas of Nursing Informatics: 17 • Administration, Leadership and Management 18 • Analysis 19 • Compliance and integrity management 20 • Consultation 21 • Coordination, facilitation and integration 22 • Development 23 • Educational and professional development 24 • Policy development and advocacy 25 • Research and evaluation 26 The last discussion in this section describes integrated functions, especially those crossing 27 clinical practice and informatics. INSs may be in positions that focus primarily in one functional 28 area, or, more frequently, several functional areas are combined within a particular NI position. 29 Administration, Leadership, and Management 30 As is true in administration in general, leadership and management functions in nursing 31 informatics consist of both higher-level and mid-level administrative functions (ANA, 2004b). 32 Increasingly, INSs are attaining senior leadership positions. Positions may be titled President, 33 Director, Chief Information Officer (CIO), or another similar leadership titles (AMIA NI Working 34 Group, 2006; Staggers and Lasome, 2005; Greene, 2004). In this functional capacity, nursing DRAFT Nursing Informatics: Scope and Standards of Practice-9-13-07 ©American Nurses Association 18 1 informatics leaders are expected to be visionary and establish the direction of large-scale 2 informatics solutions. The nursing informatics leader often serves as a catalyst for developing 3 strategic plans, creating national or system policies and procedures, and serving as champion 4 for complex projects and disparate system users. 5 In mid-level management, INSs may supervise resources and activities for all components of 6 the organization’s systems life cycle. These activities may include needs analysis, requirements 7 development, design, development, selection and purchase, testing, implementation, and 8 evaluation of systems to support all facets of nursing and healthcare delivery. In all levels, 9 leadership functions combine the skills of superb communication, change management, risk 10 assessment and coalition building with political finesse, business acumen and strategic 11 application knowledge. 12 INSs serving in this functional area may focus most of their energies on leadership and 13 management. In other positions, administration may be a component of a position merged with 14 other functional areas. Examples might include: 15 • INS at a large hospital system, supervising an implementation and education team, 16 representing nursing interests on various IT committees, performing project 17 management for multiple documentation projects and having oversight of nursing 18 standards and vocabularies utilized within applications. 19 • Project Director for a clinical software company, managing implementation teams for 20 various client projects (hospitals to ambulatory facilities) and consulting with clients on all 21 aspects of systems selection, customization, adoption and use of software. 22 • Grants Administrator for an information science research agency seeking and writing 23 grants that would fund Nursing Informatics (NI) related projects, designing budgets and 24 ensuring optimal allocation of resources. 25 Analysis 26 Data can be aggregated and analyzed in an infinite number of ways to synthesize knowledge, 27 inform decision support and outcomes management activities, and advance the science of 28 nursing informatics. The INS may use a number of tools to accomplish these activities. For 29 instance, taxonomies and clinical vocabularies may be used to tag consumer data to perform 30 higher level analyses. Using groups of data, meta-analyses may be employed to identify large 31 scale trends. Systems and requirements analysis may track the flow of data within a system, 32 customized to end-user needs. Workflow analysis may detail steps taken for a number of 33 different tasks. DRAFT Nursing Informatics: Scope and Standards of Practice-9-13-07 ©American Nurses Association 19 1 A major responsibility of the INS is to understand work process flows, the particular 2 informatics solution, and how these impact each other. Processes must be designed so that 3 interactions between users and computers are successful. Competency in formal systems 4 analysis techniques and use of statistical software may be required. These techniques compare 5 the capabilities and limitations of systems to be installed, and where changes must be designed. 6 Discrepancies between the current and ideal systems must be identified and redundancies 7 removed. The clinical analysis process also may include tools and systematic methods, such as 8 process redesign, to enhance safety and reduce inefficiencies. 9 INSs also may engage in the process of knowledge discovery in databases (KDD). Using 10 sound methodologies and practical evidence-based recommendations, the INS can discover 11 information and knowledge related to diverse areas of nursing practice. Knowledge discovery 12 methods, including data mining and machine learning methods, can be applied along with 13 statistical analysis and data visualization techniques, to identify and understand patterns in very 14 large data stores, such as enterprise data warehouses (Fayyad, 1996). 15 Analysis also is required with languages and taxonomies. Nursing languages such as 16 Nursing Interventions Classification (NIC), Nursing Outcomes Classification (NOC) and medical 17 vocabularies must be periodically re-evaluated for their applicability and currency (Center for 18 Nursing Classification and Clinical Effectiveness, 2004). Analysis of a meta-database such as 19 the Unified Medical Language System (UMLS; National Library of Medicine, 2006) requires 20 knowledge of nursing as well as medical vocabularies in order to analyze groups of taxonomies, 21 a perfect blend of needs for the expertise of an INS. 22 Analysis outcomes may be related to any domain of nursing practice—clinical, education, 23 research or administration – and the complexity and levels of outcomes must be determined for 24 health care consumers, populations and institutions. Analysis can include the use of Human- 25 Computer Interaction (HCI) principles and methods, discussed earlier. In that domain, INSs use 26 HCI tools and methods such as heuristics and cognitive walk-through to analyze the fit of users, 27 tasks, and contexts. Many other tools are available. Analysts use system tools to maintain data 28 integrity and reliability, facilitate data aggregation and analysis, identify outcomes and develop 29 performance measurements. These techniques allow nurses to contribute to the development of 30 a knowledge base consisting of the data, information, theories and models that are used by 31 nurses and other stakeholder in decision-making and support of healthcare processes. Analysis 32 activities may include: 33 34 • Nursing analyst in a hospice setting who tracks health consumer data to establish a case mix weight to determine nursing personnel allocations. DRAFT Nursing Informatics: Scope and Standards of Practice-9-13-07 ©American Nurses Association 20 1 • 2 3 research data related to diagnosis and nursing procedures • 4 5 6 Quality improvement (QI) Specialist in a hospital system aggregating multi-site Quality Assurance (QA) Analyst who works with nurse managers to retool current work processes after examining existing system data in customized QA reports • An analyst who applies knowledge discovery methods to warehoused electronic data to build a predictive model of patient falls. 7 8 Compliance and Integrity Management With the emergence of national laws advocating for the protection of health information, INSs 9 are responsible for ensuring the ethical use of data, as well as data integrity, security and 10 confidentiality of protected health information. Part of the function of the INS is knowledge and 11 application of ethical standards. The advent of the Health Insurance Portability and 12 Accountability Act (HIPAA) of 1996 (U.S. Congress, 1996) regulations has required that 13 healthcare organizations revise operational procedures for staff, as well as technical processes, 14 to maintain compliance. INSs must be fluent in these new requirements, and are involved in 15 creating, implementing and assuring organizational change to meet new legislative mandates in 16 this area. Compliance also includes adherence to national and international standards. These 17 standards may include those from government agencies, for instance the Food and Drug 18 Administration (FDA) and National Institutes of Health (NIH), as well as accreditation 19 organizations such as The Joint Commission. 20 Ethical issues related to consumer privacy abound. One such issue occurs with knowledge 21 discovery in databases, where in some cases, prediction of outcomes based on individual 22 characteristics and past behavior or usage may be used to stratify groups of persons. Although 23 used in a variety of industries, the process of knowledge discovery in databases remains 24 controversial in health care. Adequate HIPAA protections must be in place, and relevant ethical 25 issues must be considered in all phases of data retrieval and analysis. For example, analysis of 26 genomic data may result in sensitive predictions of disease susceptibility. Given the explosive 27 growth of large data stores and enterprise data warehouses, knowledge discovery in databases 28 is a process important for extraction of useful information and knowledge while considering and 29 protecting consumer privacy. The INS can help ensure a balanced view of data access and 30 information privacy. 31 In health care, the emerging sciences of genomics and bioinformatics could be used to 32 predict risk for certain diseases, and thus insurability risk. Ethical issues surround the use of 33 new products, such as embedded technologies and radio-frequency identification (RFID), for 34 instance, and their application in caring for persons with Alzheimer’s Disease and other DRAFT Nursing Informatics: Scope and Standards of Practice-9-13-07 ©American Nurses Association 21 1 dementias. As the profession matures, some of these issues will be resolved and associated 2 standards will be established. Upcoming requirements will continue to evolve, some of which 3 are mentioned in the scope of practice Future of NI section. Examples of compliance and 4 integrity management activities might include: 5 • Security Officer for a hospital, ensuring that HIPAA standards are met by software 6 vendors within the organization, periodically monitoring software audit logs for breaches; 7 ensuring that passwords are not shared and backup and disaster procedures are in 8 place and operational. 9 • 10 11 Compliance Officer for a state health agency writing and enforcing policies that conform to state and national laws as they relate to records retention. • 12 Care Coordinator Administrator for a hospital system who ensures the confidentiality of data transmitted via telehealth and telemedicine devices 13 Consultation 14 Informatics nurses and informatics nurse specialists apply informatics knowledge and skills to 15 serve as a resource to clients, both formally and informally, in external and internal settings. 16 Consultants are experts in the areas of process redesign, strategic/IT planning, system 17 implementation, writing informatics publications, evaluating clinical software products, working 18 with clients to write requests for proposals, performing market research, assisting in the 19 planning of conferences, academic courses, and/or professional development programs. These 20 expert INSs may work for a consulting firm, be employed as staff of the organization where they 21 consult, own an independent practice, or be identified as an expert by writing about nursing 22 informatics subjects and speaking at nursing informatics-related events. Flexibility, good 23 communication skills, breadth and depth of clinical and informatics knowledge, and excellent 24 interpersonal skills are needed to respond to what can be rapidly changing projects and 25 demands. Examples might include: 26 • Consultant with individuals and groups in defining health care information problems and 27 identifying methods for implementing, utilizing and modifying IT solutions and data 28 structures that support health care access, delivery and evaluation. 29 • 30 31 32 Consulting as the Project Manager, ensuring that team members are performing duties as assigned and the project is completed within budget. • Consulting with clients in writing requests for proposals to elicit vendor bids for informatics solutions and in evaluating vendor responses. DRAFT Nursing Informatics: Scope and Standards of Practice-9-13-07 ©American Nurses Association 22 1 2 Coordination, Facilitation and Integration One of the most common NI job functions is implementing informatics solutions. Nurses are 3 particularly well suited for IT implementation, as it essentially follows the nursing process of 4 assessment, planning, implementation and evaluation (ANA, 2004a). Also, the INS frequently 5 serves as a bridge between informatics solution users and IT experts. The IN or INS serves as 6 project coordinator, facilitating change management and integrating the information and 7 technology to transform processes during the project lifecycle. In this job function, project 8 management knowledge and skills are core to the successful outcome of the project. Project 9 coordination can span small, departmentally-centered applications to electronic health record 10 (EHR) enterprise-wide installations, from coordinating a rehabilitation module in the 11 rehabilitation unit to installing a full-EHR in 42 hospitals. 12 Of particular note, effective communication is an inherent part of many NI job functions, but 13 especially related to coordination, facilitation and integration activities. The IN and INS are at the 14 hub of cross-disciplinary communication among professional disciplines and IT, serving as 15 translators and integrators for system requirements and impacts. 16 In another instance, informatics nurses serve as the liaison between software engineers and 17 the end-users. In this capacity, the informatics nurse would ensure that the necessary testing or 18 research was performed to determine the end-user’s needs, and this information is conveyed to 19 the software engineer in terms the engineer could understand. Once the engineer has created a 20 product, the INS would then evaluate the utility of the product from the viewpoint of the end- 21 user. This liaison type of facilitation and coordination occurs in multiple environments. Ensuring 22 the integration of nursing vocabularies and standardized nomenclatures within applications is 23 another example. INSs in this functional capacity are also acting as usability experts and 24 making recommendations on ideal formats for the utilization of technology. Examples of 25 coordination, facilitation and integration might include: 26 • Project Coordinator for a statewide electronic medical record implementation 27 coordinating all aspects of the project and supervising a cross-disciplinary team to train 28 public health personnel to use the application. 29 • Project manager for a clinical software company managing the resources and activities 30 using tools such as project management software and project plans for clients whose 31 responsibilities cross inpatient and ambulatory areas 32 • Clinical Liaison for a telehealth software vendor communicating with providers and 33 consumers to ensure that all parties are agreeable to development and implementation 34 plans and assure that providers using the system receive adequate technical education. DRAFT Nursing Informatics: Scope and Standards of Practice-9-13-07 ©American Nurses Association 23 1 • Usability Expert on a software development team advising software engineers on screen 2 design from the standpoint of clinical documentation needs, performing and/or 3 coordinating testing of iterative designs and validating clinical requirements with the 4 users. 5 Development 6 Development was listed as the second most common job responsibility of HIMSS NI 7 respondents in 2007 (HIMSS, 2007). A developer is responsible for translating user 8 requirements into effective informatics solutions. INSs are involved in a vast array of 9 development activities, from conceptualizing models for applications, to software and hardware 10 design, to the design of education manuals to the design of complex technology networks. As 11 part of this function, INSs and INs participate in the process of designing, iterative development, 12 testing, and dissemination of quality informatics solutions for nurses, interdisciplinary providers, 13 and consumers. Understanding the information needs of nurses and the nursing profession, 14 consumers and consumer care processes, as well as knowledge of business, client services, 15 projected market directions, product design, product development methods, market research, 16 contemporary programming, systems design, and modeling language are essential for 17 practicing in a development environment. 18 Adherence to national standards and regulatory requirements are also essential to any 19 development work. In order to ensure interoperability between systems, INSs and INs involved 20 in system development must be knowledgeable about international standards requirements. For 21 instance, existing standards such as Health Level Seven (HL-7), International Organization for 22 Standardization (ISO), Current, Procedural Terminology (CPT), International Classification of 23 Disease (ICD), and Digital Image Communication (DICOM) group standards as well as Section 24 508 accessibility standards (Hammond, 1995; U.S. General Services Administration, 2006) may 25 be of importance. An understanding of the current work on standards is mandatory. Examples 26 of development responsibilities might include: 27 • Developer with a personal health record software vendor creating user-friendly screens 28 for consumers to enter information as well as screens for nurses to use to display and 29 interpret the consumer data. 30 • Database administrator with a large multi-site teaching organization managing an 31 expanded nursing vocabulary set for inpatient, ambulatory and home health nursing 32 documentation needs. 33 34 • Nurse web-content developer for a consortium creating and validating content for educational handouts, help and tool tips for user interfaces that display national DRAFT Nursing Informatics: Scope and Standards of Practice-9-13-07 ©American Nurses Association 24 1 guidelines and educational tools. This would include new an innovative tools for 2 knowledge dissemination. 3 4 • Programmer in a hospital IT Department coding software for documenting diabetic education. 5 Education and Professional Development 6 Education is a critical component of many NI functions and may directly impact the success or 7 failure of any new/modified IT solution. Vendors of information systems frequently use the term 8 training when referring to client education; however in nursing, the broader concept of education 9 is used. Adherence to solid educational principles is a component of education and professional 10 development (American Nurses’ Association, 2000). Teaching nurses and nursing students, 11 healthcare consumers, and other interdisciplinary health team members about the effective and 12 ethical uses of information technology, as well as NI concepts and theories, is essential for 13 encouraging the optimal use of informatics solutions in nursing practice. Because of ever- 14 changing requirements in health information technology, continuing education is also essential. 15 INSs and INs in this functional capacity develop, implement and evaluate educational curricula 16 and educational technologies that meet the educational needs of learners. 17 In this role, educators and trainers assess and evaluate informatics skills and competencies 18 while providing feedback to learners regarding the effectiveness of the learning activity and the 19 learner’s ability to demonstrate newly acquired skills. Educators and trainers manage, evaluate, 20 report and utilize data and information related to learners and the educational delivery system. 21 These INSs are innovators in defining and developing educational technologies, integrating the 22 solutions into the educational and practice environments, and challenging the systems and 23 organizations to consider and embrace innovative informatics processes and solutions. 24 The INS must also consider information competency as well as literacy issues. Computer 25 literacy is a core competency needed in health care, and should be taught in nursing curricula at 26 all levels. In addition, information literacy must be integrated into practice and used to support 27 knowledge management. These are the foundation of informatics competencies. 28 Education and professional development includes not only INSs and INs as well as end- 29 users, but also consumers. With the advent of distance technologies such as telehealth and 30 internet-based consumer-accessible applications, new competencies are needed to ensure that 31 the delivery of health information to consumers is displayed at an appropriate level of 32 understanding, since there may not be face-to-face feedback associated with encounters where 33 the consumer is physically present. Cultural issues, language considerations and literacy level 34 of consumers may not be apparent, and materials may need to be more fully assessed for DRAFT Nursing Informatics: Scope and Standards of Practice-9-13-07 ©American Nurses Association 25 1 appropriate presentation and understanding. INSs may need to ensure presentation of content 2 for web-based knowledge portals of private and government health organizations that may exist 3 in multiple locations, or only virtually. Health information many need to be distilled for consumer 4 consumption. Thus, the education and professional development function involves not only 5 educating informatics nurses and informatics nurse specialists, but also developing interfaces 6 that are appropriate to the consumer. Examples of education and professional development 7 activities might include: 8 • 9 a nursing informatics degree program and/or teaching nursing students at all levels the 10 11 Professor of Nursing at a major university teaching graduate nursing students enrolled in basic principles and foundations of NI. • Clinical Preceptor for newly hired nurses and students providing orientation about the 12 telehealth program, engaging the learners in using the telehealth technology, and role 13 modeling various telehealth nurse responsibilities with regard to monitoring of 14 physiologic parameters and provision of consumer education through the telephone or 15 video. 16 • 17 18 operations, capabilities, troubleshooting, limitations and benefits. • 19 20 Educator for a vendor traveling internationally to train nurses on the product’s Staff Development liaison for a large hospital educating nurses and other end users about how to integrate clinical applications into their work processes. • Help Desk team member for a large oncology center working with users as product 21 upgrades are released, answering clinical user questions on the phone or in person and 22 trouble-shooting user problems. 23 • Patient Education Coordinator facilitating electronic consumer health resources. 24 • Web developer, responsible for development, maintenance and presentation of disease 25 content for a hospital web portal 26 Policy Development and Advocacy 27 INSs play a key role in development of health policy, particularly bringing expertise regarding 28 the data and information content, the structure of data, and the IT solutions with those attributes. 29 Policy development may be at any level — international, national, state, professional specialty, 30 institution or a work unit. INSs are experts in defining the data needed and the structure, 31 management, and availability of those data for decision-making. As such they advocate for 32 consumers, providers, and the enterprise, and articulate relevant issues from a nursing 33 perspective. Policy-related activities may include developing, writing, implementing and 34 evaluating guidance. Regardless of the level or activity, INSs are active partners in the DRAFT Nursing Informatics: Scope and Standards of Practice-9-13-07 ©American Nurses Association 26 1 development of health policy, particularly related to information management and 2 communication, infrastructure development, and economics. 3 The advocacy function of the INS or IN also encompasses consumer health. INs may be part 4 of initiatives such as promoting the adoption of technology for rural health programs to increase 5 access to health services. Advocacy may include educating legislators about increasing 6 telecommunication access, expanding reimbursement for technology-enabled consumer 7 services, or educating the public on ways to access health-related materials via the Internet. 8 Examples of policy development and advocacy function of the INS or IN might include: 9 • 10 11 national information standards task force. • 12 13 President of a health information management organization, representing nursing on a A lobbyist participating in advocacy efforts on behalf of consumers for increased government funding for demonstration or pilot informatics projects • A President of a nursing informatics organization writing letters to elected officials to 14 obtain their support for reimbursement of services by remote, technology-enabled 15 providers. 16 Research and Evaluation 17 INSs conduct research about the design, development, implementation and impact of 18 informatics solutions on users, such as healthcare organizations, providers, consumers and 19 payers. INS nurse researchers use systematic methods of inquiry, including traditional and 20 newer techniques to identify and evaluate data, information, knowledge and wisdom in 21 informatics solutions and data repositories. Research and evaluation functions include, but are 22 not limited to: 23 • Research related to concept or symbolic representation of nursing phenomena 24 • Evaluation of clinical decision-making in nursing 25 • Applied research in development, implementation, usability and outcome impacts of 26 27 solutions • 28 29 resources • 30 31 34 Evaluation of effective methods for information systems implementation, acceptance and utilization • 32 33 Consumers’ and interdisciplinary providers’ use of health information tools and Human factors or ergonomics research about the design and impact of systems on interdisciplinary providers, consumers, nurses, and their interactions • Evaluation research on the effects of systems on the processes and outcomes of consumer care DRAFT Nursing Informatics: Scope and Standards of Practice-9-13-07 ©American Nurses Association 27 1 • Usability testing of nursing and consumer applications 2 • Evaluating how consumers utilize computerized health care products 3 • Research in clinical vocabularies 4 • Interaction of consumers, providers and technology 5 • Consumer communication and usage of technology-based support groups 6 Research in nursing informatics can span a range of activities, from experimental research to 7 process improvement and informal evaluation to evidence-based practice. Much of the work is 8 innovative and may be initiated by INSs, or conducted at the request of an organization or 9 agency. INSs working in this functional area might conduct research projects to develop and 10 refine standardized nursing vocabularies, or link nursing interventions to outcomes in large data 11 sets. This work is essential in defining, describing and evaluating data, information and 12 knowledge and wisdom. It might include the evaluation of organizational attributes for 13 successful adoption of documentation systems or the impact and efficacy of hardware and 14 software solutions. 15 Nursing informatics research may also include a consumer orientation. It could include the 16 elements of effective nurse-consumer interactions in web-based interactions with older 17 consumers or it may include the impact of new applications on nurses’ workflow. Patient 18 reactions to instant messaging from providers might be studied. Examples of the research 19 function of the INS might include: 20 • 21 22 The Chief for Nursing Research for a large software company overseeing projects to evaluate the impact of enterprise electronic health records on patient care outcomes. • Nursing Informatics Analyst in a hospital IT department aggregating data about the 23 incidence of decubiti, creating trend reports and predictive models for nurse managers 24 and analyzing outcomes against quality indicators. 25 26 • Nurse Researcher conducting a usability study related to consumer entry of information at a clinic-based kiosk versus in-person interview. 27 Integrated Functional Areas 28 Informatics solutions are foundational support for healthcare delivery. In some cases, however, 29 informatics solutions are more tightly integrated with care delivery. For instance, clinical care 30 and informatics intersect in areas such as telehealth and radiation oncology and serve as 31 examples of integrated functional areas. Telehealth serves as the exemplar. 32 Telehealth, as defined by the U.S. Office for the Advancement of Telehealth, is “the use 33 electronic information and telecommunications technologies to support long-distance clinical 34 health care, patient and professional health-related education, public health and health DRAFT Nursing Informatics: Scope and Standards of Practice-9-13-07 ©American Nurses Association 28 1 administration” (U.S. Office for the Advancement of Telehealth, 2003). Telenursing is the use of 2 distance or telecommunications technologies by nurses (Milholland, 2000; National Council of 3 State Boards of Nursing, 2003) or nursing personnel to monitor consumer and public health and 4 administrative functions, as well as deliver healthcare education. Because of the widespread 5 expansion of telehealth technologies, standards have been developed that take into account 6 differing countries’ cultures and governance standards (Milholland-Hunter, 2001). Standards 7 may relate to the transmission of data and information as well as protocols for providing care. 8 Nursing informatics primarily fulfills a clinical support role, as opposed to a direct clinical 9 practice role. Telehealth is primarily a clinical practice role, with technical aspects required to 10 execute delivery of care, but not as its focus. The 2004 International Telenursing Survey (Grady, 11 Schlachta-Fairchild and Elfrink, 2005) surveyed international telenurses worldwide. Of the 719 12 participants, only 18 telenurses have informatics in their job titles. Within this group, over half of 13 telenurses were advanced practice clinicians. Ten of the clinicians have the term informatics in 14 their titles. Thus, the interface between nursing informatics and telehealth nursing primarily 15 occurs at the technical aspects or technical support level currently. In the future, telehealth may 16 evolve to toward an emphasis on information (versus technology) and informatics principles, 17 methods and tools may expand in the future. 18 Standards for telehealth nursing clinical practice are outlined in the ANA Core Principles on 19 Telehealth (1998) and ANA Competencies for Telehealth Technologies in Nursing (1999) 20 documents. These documents describe the interface between telehealth and informatics, 21 referring to the technical aspects of telehealth as clinical support and telehealth as clinical 22 practice. Examples of the telehealth function of the IN or INS might be: 23 • 24 25 Telehealth Network Coordinator for a rural telehealth program, assuring the appropriate deployment of technology, and customization for distance-related needs. • Program Manager for Telehealth in a home health agency, organizing the integration of 26 telehealth into the agency’s operations, supporting the alignment of telehealth 27 technology with the overall technology strategy of the agency, assuming leadership in 28 the adoption and implementation of the program, and evaluating and maintaining 29 telehealth outcomes and accountability for those outcomes (Starren et al., 2005) 30 • Nurse Researcher conducting a program evaluation comparing the impact of an online, 31 telehealth cardiac education program versus an in person support group on level of 32 depression and adherence to diet. 33 Functional Areas Conclusion DRAFT Nursing Informatics: Scope and Standards of Practice-9-13-07 ©American Nurses Association 29 1 With the continued miniaturization of technology, developments in information science and 2 nursing science, NI functions will continue to expand into the future, evolving into functions not 3 yet envisioned. INSs and INs will need to continually assess and incorporate new knowledge 4 management and technology trends into their own practices. Integrated functional areas will 5 continue to grow. The functional areas listed here will be combined with new areas to create 6 innovative positions of the future. 7 Informatics Competencies 8 Because of the increased visibility of information and technology within healthcare settings and 9 complementary educational programs, many stakeholders are being faced with a need to define 10 informatics competencies for nurses. Human resource managers and educational planners are 11 just two examples of stakeholders who have an interest in competencies for nursing informatics. 12 Since the year 2000, researchers and professional organizations have completed 13 substantial work toward defining nursing informatics competencies (Androwich et al., 2003; 14 Curran, 2003; Desjardins, et al., 2003; HIMSS, 2005; Jiang, Chen & Chen, 2004; Staggers, 15 Gassert & Curran, 2000, 2001, 2002). Various lists of informatics competencies are available, 16 especially those geared toward nurses’ educational levels (see references). 17 A keen interest has emerged for identifying informatics competencies for various nursing 18 roles. Stakeholders, such as employers and educators, are requesting clarification about these 19 competencies. For the discussion here, competencies for typical nursing informatics roles are 20 especially pertinent. To this end, a matrix has been developed, based upon a thorough 21 literature review and the work from a consensus panel. This text and accompanying matrix 22 suggests competencies for typical nursing informatics functional areas discussed in the previous 23 section. 24 The Intersection of Informatics Competencies and NI Functional Areas 25 A review of the literature was conducted to examine work on informatics competencies, 26 concentrating on the inter-relationship of nursing roles and informatics competencies. Staggers, 27 Gassert and Curran (2000, 2001, 2002) published initial work in this area, defining and 28 validating informatics competencies for nurses at these four levels of practice: beginning, 29 experienced, INS, and informatics innovator. This research and framework more closely aligns 30 to educational requirements for all nursing specialties at the beginning and experienced levels, 31 and then identifies specific competencies for the specialty roles of INS and the informatics 32 innovator. The above mentioned work by Staggers et al (2001, 2002) not only promoted the integration of 33 informatics competencies into educational curricula but also impacted policy documents. DRAFT Nursing Informatics: Scope and Standards of Practice-9-13-07 ©American Nurses Association 30 1 To date, the majority of authors have focused on the competencies needed for nursing 2 curricula. For example, Curran (2003) and faculty colleagues identified informatics 3 competencies for nurse practitioners at Columbia University School of Nursing. Desjardins, 4 Cook, Jenkins and Bakken (2005) focused on beginning nurse competencies, expanding them 5 to include the knowledge and skills for information literacy to support evidenced-based practice. 6 Similar to Staggers et al. (2002), this study also categorized competencies into four levels of 7 nursing practice. Barton (2005) echoed a similar view of informatics competencies for the 8 beginning nurse, identifying a need for competencies in both technology or computer literacy as 9 well as information literacy for undergraduate nursing programs. 10 Educational content areas for required informatics competencies have been examined by 11 several authors. McNeil, Elfrink, Pierce, Beyea, Bickford, and Averill (2005) asked the Deans 12 and directors of 672 Baccalaureate and above education programs to identify informatics 13 content taught in their undergraduate and graduate programs. Twenty-five unique content areas 14 were identified for undergraduate (i.e., beginning nurse) and graduate (i.e., experienced nurse) 15 levels of practice. Among the top-ranked competencies for both programs were: a) accessing 16 electronic resources, b) ethical use of information systems, c) evidence based practice skills 17 and d) skills for computer-based patient records. The undergraduate program respondents more 18 often identified basic hardware and software skills while the graduate program respondents 19 included competencies related to innovation and change theory, national health database 20 knowledge and general systems theory. 21 Jiang, Chen and Chen (2004) surveyed Taiwanese nursing education programs ranging from 22 non-vocational and vocational nursing programs to collegiate programs for 2-, 4-, 5-year and 23 graduate-level programs. The authors identified seven domains of competencies and linked 24 them to differing levels of nursing education in Taiwan. In contrast to work in the US, these 25 authors identified domains mostly related to computer versus information literacy, including 26 hardware, software and network concepts; principles of computer application; skills in computer 27 usage; program design; limitations of the computer; personal and social issues; and attitudes 28 toward the computer. 29 New categories and concomitant competencies for education, as well as practice, are also 30 available. Androwich, I. M., Bickford, C. J., Button, P. J., Hunter, K. M., Murphy, J., & 31 Sensmeier, J. (2003) described NI competencies needed to improve patient safety and expand 32 nursing practice. Garde, Harrison, and Hovenga, (2005) reported specific competencies for: 33 34 • Nursing informatics knowledge and skills (e.g., Health Information Systems, Electronic Patient records, Telehealth) DRAFT Nursing Informatics: Scope and Standards of Practice-9-13-07 ©American Nurses Association 31 1 • Information technology knowledge and skills (e.g., programming principles, software 2 development, methodologies and processes, system analysis and design, database 3 design and management) 4 • Knowledge and skills in organizational and human behavior (e.g., project 5 management, inter-professional communication, risk management, policies and 6 procedures). 7 8 9 • Clinical and health-related knowledge and skills (e.g., evidence based practice, clinical guidelines, care pathways). The Healthcare Leadership Alliance (HLA), announced the creation of the HLA Competency 10 Directory in the fall of 2005. This directory identifies 300 competencies across multiple 11 healthcare management roles categorized in five domains: a) leadership: b) communications 12 and relationship management, c) professionalism; d) business knowledge and skills, and e) 13 knowledge of the healthcare environment. This comprehensive list of competencies can be 14 retrieved from the HLA site at http://www.healthcareleadershipalliance.org/directory.cfm. This 15 directory may be especially pertinent for those working in interdisciplinary settings. 16 Developing a New Competencies Matrix 17 A competencies matrix was derived from the initial work of Staggers, Gassert and Curran 18 (2002). Evidence was also found in the review of literature and the content areas described in 19 the ANCC NI Certification exam located at 20 http://www.nursingworld.org/ancc/cert/eligibility/informatics.html. Unique competencies were 21 abstracted from each of the references and included into a comprehensive list. These 22 competencies were subsequently categorized by a panel of reviewers into three overall areas: 23 Computer Literacy, Information Literacy, and Professional Development/Leadership. These 24 categories may be found on the vertical axis of the matrix. Computer literacy competencies 25 relate to the psychomotor use of computers and other technological equipment (Barton, 2005). 26 Information literacy competencies deal with information retrieval knowledge and skills: knowing 27 when there is a need for information; identifying the information needed to address a given 28 problem or issue; finding the needed information and evaluating the information; organizing the 29 information; and using the information effectively to address the problem or issue at hand. 30 (American Library Association, 2006). Professional development and leadership competencies 31 refer to the ethical, procedural, safety and management issues for informatics solutions in 32 nursing practice, education, research and administration. 33 34 The horizontal section of the matrix was based upon the four educational levels from the literature as well as the NI functional areas defined earlier in this document. It is important to DRAFT Nursing Informatics: Scope and Standards of Practice-9-13-07 ©American Nurses Association 32 1 recognize that informatics competencies need to be integrated in all educational levels. The 2 panel identified competency foci for each particular functional area indicated by an “X.” As seen 3 in the matrix, competencies cross the different Nursing Informatics functional areas. Although 4 each sub-heading includes more granular competencies beneath it, nurses would not 5 necessarily be expected to achieve every competency within a sub-heading. The areas 6 identified by the “X” merely indicate an area of emphasis. 7 The lack of an “X” does not mean that the skill is completely absent for that given role, nor 8 does it mean that someone in that role is required to have every skill indicated in the matrix; 9 rather it means that the skill may not be emphasized in a particular functional area or NI role. 10 For example, a quality improvement (QI) specialist is used as an example of a NI role that would 11 emphasize the analysis functional area. An Informatics Nurse Specialist working in a quality 12 improvement area would require competency in many of the indicated computer literacy skills 13 including administration, communication, desktop, systems, and quality improvement, but would 14 not likely need the simulation skills identified in the matrix. A quality assurance specialist, listed 15 in the same functional area, would, however, need knowledge and skills about simulations, 16 especially if the NI in this role works in an institution using simulation for staff development or for 17 a vendor using this product. 18 The Functional Area-Competency Framework provides an example of the nursing informatics 19 competencies for different functional areas within NI roles. Telehealth, which may be seen as 20 more of an integrative area rather than a stand-alone functional role is presented in the matrix to 21 reflect intersections with various competencies. The list is not exhaustive, but presents 22 beginning guidance for the essential NI competencies across computer literacy, information 23 literacy, and professional development skills and knowledge. Currently the identified 24 competencies are at different levels. In the future they may be re-evaluated, expanded or 25 collapsed. 26 DRAFT Nursing Informatics: Scope and Standards of Practice-9-13-07 ©American Nurses Association 33 1 Integrated Areas Research and Evaluation X X Policy Development and Advocacy Consultation X X Education and Professional Development Compliance and Integrity Management X X Development Analysis X X Coordination, Facilitation, and Integration Administration Informatics Innovator Informatics Specialist Experienced Nurse Beginning Nurse Knowledge and Skills Competency Categories Table 2. Informatics Competencies by NI Functional Areas Computer Literacy Computer Skills - Administration Computer Skills - Communication Computer Skills - Data Access Computer Skills - Documentation Computer Skills - Education Computer Skills - Monitoring Computer Skills - Basic Desktop Software Computer Skills - Systems Computer Skills - Quality Improvement Computer Skills - Research Computer Skills - Project Management Computer Skills - Simulation DRAFT Nursing Informatics: Scope and Standards of Practice-9-13-07 ©American Nurses Association X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X 34 Information Literacy Informatics Skills – Evaluation Informatics Skills – Role Informatics Skills - System Maintenance Informatics Skills - Analysis Informatics Skills - Data/Data Structure Informatics Skills - Design and Development Informatics Skills - Fiscal Management Informatics Skills - Implementation Informatics Skills - Management Informatics Skills - Programming Informatics Skills - Requirements Informatics Skills - System Selection Informatics Skills - Testing Informatics Skills - Training Informatics Knowledge - Impact Informatics Knowledge - Privacy/security Informatics Knowledge - Systems Informatics Knowledge - Research Informatics Knowledge - Regulations Informatics Knowledge - Usability/Human Factors Informatics Knowledge - Education Informatics Knowledge - Models and Theories Informatics Knowledge - Nursing Classification, Taxonomies and Nomenclature System Lifecycle Organization Change Management Systems Theory Management Science Standards for Privacy and Security Human Computer Interaction Computer Assisted Instruction DRAFT Nursing Informatics: Scope and Standards of Practice-9-13-07 ©American Nurses Association X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X 35 Statistical Analysis Adapting information technology as a primary means of patient safety Openness to disruptive innovation X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X Professional Development Integration of a reference terminology for nursing in nursing practice Integration of multidisciplinary language infrastructure and standards in practice Recognize the role on informatics in nursing Knowledge representation methodologies for evidenced based practice Incorporation of technology and software for the development of clinical information systems Reinforce conceptual framework Applying newfound skills in modeling and designing systems Combining design processes with engineering Consider object-oriented modeling Support by providing data for decision making -Demand evidence based databases Use of information technology to support clinical and admin processes Promote openness in knowledge to innovate technology in health care Adopting computerized patient records Promoting the need for yielding integrated, scalable applications Use of information technology to support patient safety initiatives X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X 1 2 DRAFT Nursing Informatics: Scope and Standards of Practice-9-13-07 ©American Nurses Association 36 1 2 Competencies and Metastructures The components of metastructures - data, information, knowledge and wisdom - can be 3 compared and contrasted with the elements in the competencies matrix. Using a patient care 4 example, the Beginning Nurse uses skills that rely on the ability of obtaining data. Computer 5 skills, data entry, and the use of the patient’s electronic medical record are the major focus of 6 their practice. The Experienced Nurse builds upon this and applies the basic computer skills into 7 information regarding the patient. 8 The INS has obtained expertise in nursing, as well as higher levels of computer literacy, 9 information literacy and professional development/leadership. This increased level represents 10 knowledge within nursing informatics. For example, the ability to analyze systems and 11 processes is evident. This leads to the use of knowledge for patient care, administration, 12 research or educational activities. Last, the Informatics Innovator has achieved a level of 13 knowledge coupled with experience. Thus, the innovator exemplifies wisdom. Wisdom in 14 informatics might be the creation of unique methods for system design or evaluation, or the 15 political finesse to justify system purchase. 16 Work in Progress 17 Work in NI competencies is an area in evolution. There is not yet one consolidated list of 18 competencies across educational levels, or a reference list of competencies for employers. 19 Perhaps it is premature to close the innovation demonstrated to date. Yet the proliferation of 20 lists can be confusing to the uninitiated. 21 In addition to numerous researchers, academics and employers, many professional 22 organizations are actively working toward identifying competencies for nursing informatics, such 23 as: 24 • 25 The American Medical Informatics Association (AMIA)’s 10x10 program (Oregon Health & Science University Biomedical Informatics, 2006). 26 • AMIA Educational Workgroup. 27 • The HIMSS nursing informatics working group. 28 • An NLN Task Group on Informatics Competencies and subsequent initiatives. 29 • Technology Informatics Guiding Education Reform (TIGER). 30 NI Competencies Conclusion 31 The work on informatics competencies has expanded greatly in the last five years. After the 32 initial work of Staggers, et al (2001, 2002), numerous authors and agencies have now 33 developed informatics competencies. The new Informatics Competencies by NI Functional 34 Areas matrix (Table 2) marries competencies with typical NI functional areas. In the future, the DRAFT Nursing Informatics: Scope and Standards of Practice-9-13-07 ©American Nurses Association 37 1 rapid pace of technological change and generation of information and knowledge will present 2 challenges for maintaining current and accurate competencies for nursing informatics. Faculty 3 must have an understanding of competencies for nursing informatics so that NI becomes an 4 integral part of curricula and also to stimulate research. While interest in competencies in the 5 educational arena continues to develop, there is a growing interest by employers. More 6 important, within the next few years, the myriad efforts and lists of NI competencies could 7 benefit from consensus and consolidation. 8 9 The Integration of Nursing Informatics As the use of technology increasingly becomes integrated into nursing and every nursing role, 10 the boundaries between the roles of nurses and informatics nurses are even more blurred. It 11 becomes important to identify those items that would be common along a continuum for nurses 12 in all levels and specialties, and also the functions that make the practice of nursing informatics 13 unique from other nursing specialties. Information is central to healthcare delivery. All nurses 14 must be skilled in managing and communicating information and are primarily concerned with 15 the content of that information, while nursing informatics is concerned with the creation, 16 structure and delivery of that information. Information needs are facilitated from the simple use 17 of technology at the bedside to provide direct care, to providing access to healthcare information 18 at the healthcare consumer’s point of need, through managing the data from this information to 19 develop new nursing knowledge. This range in the use of information and technology can be 20 visualized on a continuum as seen in Figure 5. 21 22 Nurse using information and technology to support their specific domain of practice Informatics Nurse support, change, expand, transform practice by the design and/or implementation of information technology 23 Figure 5 24 A Continuum of Information and Technology Integration into Nursing Practice 25 26 NI is also integrated into other healthcare informatics specialties. The INS is often 27 responsible for implementing or coordinating projects involving multiple disciplines. The INS is 28 expected to interact with professionals involved in all phases of the information systems lifecycle 29 and with professionals in all aspects of system utilization. NI can be conceptualized either as an 30 integral part of healthcare informatics or as an overlapping specialty within healthcare 31 informatics. In many cases, core concepts that are common to many informatics disciplines are 32 identified and underpin each specialty. There are also individualized concepts and methods that DRAFT Nursing Informatics: Scope and Standards of Practice-9-13-07 ©American Nurses Association 38 1 are unique to each discipline. Two concept diagrams presented by Englebardt and Nelson 2 (2002) demonstrate the different approaches to the role of NI in relation to other healthcare 3 informatics specialties. (see Figure 6 and Figure 7) 4 5 Figure 6 Health Care Informatics Specialist: Umbrella Model Figure 7 Health Care Informatics Specialist: Overlapping Model 6 Reprinted with permission 7 NI is also integrated into all aspects of the healthcare continuum. This integration allows for 8 access of healthcare information at the point of need, such as at the bedside in acute healthcare 9 settings, ambulatory care settings, at home or even when traveling locally or globally. 10 The Boundaries of Nursing Informatics 11 This section summarizes the differences between NI and other specialties in nursing, and 12 reviews the differences between NI and other informatics specialties. To reiterate, NI is a 13 specialty that integrates nursing science, computer science, and information science to manage 14 and communicate data, information, knowledge and wisdom in nursing practice. Although 15 critical thinking is a requirement of nursing practice, NI facilitates this critical thinking through the 16 integration of data, information, knowledge and wisdom to support patients, nurses, and other 17 practitioners in their decision-making in all roles and settings. The difference between NI and 18 other nursing specialties is the emphasis on informatics concepts, tools, and methods to 19 facilitate nursing practice. 20 Although some outside the specialty might consider NI synonymous with information 21 technology, focusing on technology alone does not define NI; it is merely supportive of the work 22 of NI. Facilitating the synthesis of data and information into knowledge and wisdom is central to 23 NI; information technology assists in this process. INSs have moved toward the behaviors that DRAFT Nursing Informatics: Scope and Standards of Practice-9-13-07 ©American Nurses Association 39 1 Hannah, Ball and Edwards described in 1994 and have adopted an anticipatory proactive 2 stance and are continuously striving to exploit technology in the design, structure, and 3 presentation of information, as well the impact this has on healthcare delivery in general, and 4 the nursing process specifically. Figure 8 demonstrates the connection between the different 5 foci of nursing and NI. These are represented along a continuum versus having distinct 6 boundaries. 7 Figure 8. Nursing and Nursing Informatics Foci 8 9 10 Nursing Focus Nurses, patients, health, environment 11 Nursing Informatics Focus Information user, information recipients, information exchange 12 13 Content of information, support for Design, structure and representation of 14 evidence based practice changes data as information 16 Using information applications and Develop, implement and evaluate 17 technology applications and technology, insuring the 15 18 quality, effectiveness, efficiency and usability 19 of applications and technology 20 21 NI is also differentiated from other informatics specialties. The roles of healthcare providers 22 overlap, but each has a distinct emphasis making them different. Each informatics specialty is 23 aligned uniquely with their primary role, requiring that INSs build on their base nursing 24 knowledge with unique informatics skills. Nursing informatics exists as a recognized component 25 of both the broad field of healthcare informatics and as a specialty within nursing (Brennen, 26 2003). This results in a unique body of knowledge and demonstrates the need for advanced 27 preparation unique to nursing. NI incorporates informatics concepts used by others, but applies 28 them to a foundation of nursing. What differentiates an INS and IN from others in this area is the 29 knowledge of nursing content and process. The synthesis of informatics and nursing results in a 30 whole that is greater than the parts. An understanding of how informatics can support patient 31 care within the context of the nursing process is a foundation for NI. Core components of 32 informatics knowledge and skills underpin all informatics specialties, such as the use of 33 technology, computer literacy and data management structures. There are also components 34 unique to each discipline such as their taxonomy. DRAFT Nursing Informatics: Scope and Standards of Practice-9-13-07 ©American Nurses Association 40 1 2 Tenets of Nursing Informatics • 3 4 Nursing informatics has a unique body of knowledge, preparation and experience within the specialty, and identifiable techniques and methods. • Nursing informatics supports the clinical and non-clinical efforts of nurses, and other 5 providers to improve the quality of care and the welfare of health care consumer. 6 Information or informatics methods alone do not improve patient care; rather, this 7 information is used by clinicians and managers to effect improvements in care, information 8 management and patient outcomes. 9 • 10 11 Nursing informatics collaborates with and is closely linked to other health-related informatics specialties. • Although concerned with information technology, nursing informatics focuses on efficient 12 and effective delivery of complete and accurate information in order to achieve quality 13 outcomes. 14 • 15 16 interwoven throughout the practice of NI. • 17 18 19 Human factors, human–computer interaction, ergonomics, and usability concepts are Nursing informatics promotes established, emerging, and innovative information technologies. • Nursing informatics’ key concerns include ensuring the confidentiality and security of health care data and information and advocating privacy. 20 Ethics in Nursing Informatics 21 Nursing has a long history of applying ethical principles to nursing practice, with a primary 22 concern for the patient and a commitment to the professional code of ethics for nurses. Thus, 23 the Code of Ethics for Nurses with Interpretive Statements (ANA, 2001) serves as a guidepost 24 for the informatics nurse facing ethical issues, dilemmas and decisions. The ANA policy on 25 privacy and confidentiality addresses the impact of HIPAA legislation and the ethics of 26 protecting information in a changing healthcare environment. Additionally, with the increase in 27 Electronic Health Records (EHR) across multiple systems, decisions related to the use of 28 information in the EHR must strike a balance between "ethically justified ends and otherwise 29 appropriate means" (IMIA, 2006, p.1). The primacy of concern for patients and the commitment 30 to the Code of Ethics for Nurses form a foundation for considering ethical issues in nursing, 31 including nursing informatics. However, the practice of nursing informatics, a highly specialized 32 and non-traditional nursing practice, begs consideration of specialty-specific ethical guidelines. DRAFT Nursing Informatics: Scope and Standards of Practice-9-13-07 ©American Nurses Association 41 1 Ethical questions or issues often arise when common corporate business practices run 2 counter to the ethical mandates of health care professionals. The INS brings an integrated, 3 systems perspective to discussions of ethical issues, such as: 4 • 5 6 health information and healthcare service delivery? • 7 8 9 10 Is a code of ethics integrated into the expanding distributed environment of electronic Is the individual responding to a healthcare related e-mail or web site inquiry appropriately licensed and qualified? • In health care related electronic communication, are appropriate safeguards in place to protect the sender’s identity and privacy, the content and integrity of messages, and the respondent’s identity? 11 The International Medical Informatics Association (IMIA) has developed a detailed code of 12 ethics for health information professionals. The IMIA Code of Ethics is meant to guide decision- 13 making for “gathering, processing, storing, communicating, using, manipulating and accessing 14 health information” (IMIA, 2006, p. 2). As such, it offers specialty-specific ethical guidance 15 applicable to nursing informatics. The IMIA code describes general principles of informatics 16 ethics and two are of special interest to nursing informatics: information privacy and disposition, 17 and legitimate infringement. The information privacy and disposition principle states that all 18 persons have a fundamental right to privacy, and hence control over the collection, storage, 19 access, use, communication, manipulation and disposition of data about themselves (IMIA, 20 2006, p3). However, this principle must be balanced with the principle of legitimate 21 infringement, which states that this fundamental right is tempered by the legitimate, appropriate 22 and relevant data needs of a free, responsible and democratic society, and by the equal and 23 competing rights of other persons (IMIA, 2006, p. 4). 24 Further, INSs should understand and apply the basic principles of autonomy, beneficence, 25 non-malfeasance and justice as they relate to the practice of informatics (ANA, 2001). The INS 26 encounters questions of biomedical ethics throughout systems development, implementation, 27 and administration. For example, informatics professionals including nurse specialists must 28 determine whether patients have the ability to see all of their lab results online, perhaps before a 29 clinician has seen them. This decision may not be so much a technical question as an ethical 30 question, concerning the principle of patient autonomy. Security standards respond to the 31 principles of autonomy and non-malfeasance. In the United States, decisions concerning the 32 appropriate access and use of data may be guided by both HIPAA rules and the ethical principle 33 of justice. DRAFT Nursing Informatics: Scope and Standards of Practice-9-13-07 ©American Nurses Association 42 1 The general principles described by IMIA and the ANA Code of Ethics provide a solid 2 foundation for INSs as they apply ethical principles in their practice. The INS has a responsibility 3 to advocate for data confidentiality, integrity and security, quality management of information, 4 and legitimate data use. These needs must be balanced with users’ timely access to accurate 5 data for decision-making in all settings. The role of ethics in Informatics practice is increasing 6 and INSs are in a unique position to make or aid decision-making for informatics policy and 7 operations. INSs can harmonize organizational risk with users’ needs for timely data access. 8 INS, in particular, can serve as the voice of wisdom in all settings – as translators and 9 advocates for users who also understand the relevant ethical, political, and technological 10 11 considerations. New computing approaches such as knowledge discovery, clinical data repositories (CDR) 12 and data warehouses have already created new opportunities for the INS to apply ethical 13 principles. Vast data stores of personal data currently exist in the electronic realm. 14 Contemporary organizations are grappling with complex issues, for example regulation of data 15 access such that only appropriate data is accessed by appropriate users. As technologies 16 evolve and data stores increase, the ethics of data use and protection will become increasingly 17 intricate, requiring continual evaluation and monitoring. Pertinent considerations for all health 18 informatics professionals include the following ethical responsibilities: 19 • 20 21 To ensure personal competence, integrity, diligence and responsibility for all actions performed (IMIA, 2006). • To ensure that an electronic record, or the data contained in it, are used only for the 22 stated purposes for which the data was collected or for the purposes that are otherwise 23 ethically defensible (IMIA, 2006, p 6) 24 • To ensure that appropriate structures are in place to evaluate the technical, legal and 25 ethical acceptability of the data collection, storage, retrieval, processing, accessing, 26 communication and utilization of data in the settings in which they carry out their work 27 (IMIA, 2006, p 7). 28 • To ensure that healthcare professionals are informed about the status of the information 29 services upon which users rely and must immediately advise users of any problems or 30 difficulties that might be associated or could reasonably be expected to arise in 31 connection with these informatics services (IMIA 2006, p 6). For example, processes 32 such as phone trees for notification of system difficulties need to be addressed in both 33 the planning and implementation of those services. DRAFT Nursing Informatics: Scope and Standards of Practice-9-13-07 ©American Nurses Association 43 1 In conclusion, the INS has the opportunity and responsibility to address ethical concerns 2 related to design, implementation and utilization of health care information systems and data 3 obtained through reporting mechanisms. The INS is challenged to balance the improvement of 4 health care with individual privacy, security and safety concerns. Balancing the autonomy of 5 patients and their health information along with the just use of health information to benefit 6 others requires thoughtful consideration across multiple levels. Given the complexity and 7 challenge of making ethical decisions related to health care information systems, the INS must 8 contribute to and act in accordance with a broad-based understanding of the applicable ethical 9 principles. 10 The Future of Nursing Informatics 11 The rate of change in our discipline is rapid and the state of NI will change even shortly after this 12 document is in print. Three of the current trends will likely influence the direction of this change 13 in nursing informatics: the positions and competencies for nurses and informatics, technological 14 aspects of the field, and changes in healthcare delivery and regulatory requirements. 15 Trends in Positions and Competencies for Nurses and Informatics 16 The boundaries are blurring for INSs, other nurses, and associated health informatics 17 disciplines. As information and technology are more highly integrated into the workplace, nurses 18 in all settings will gain informatics knowledge and skills. The number and complexity of 19 informatics competencies for nurses will continue to escalate. Some informatics competencies 20 ascribed to informatics specialists will likely transition to mainstream nurses, and the level of 21 competencies required for INSs will continue to expand. Thus, the baseline set of NI 22 competencies required of nurses at all levels will rise in the future. 23 In the last few years, new areas of nursing have been incorporated into nursing informatics. 24 For example, nurses who heavily use information and technology, such as telehealth nurses, 25 may be considered one type of IN. As others in nursing design, implement and evaluate 26 informatics solutions, the scope of nursing informatics may continue to expand. The 27 globalization of informatics and nursing informatics is apparent. Nursing informatics is 28 becoming a world community with less distinction and more commonalities among INSs 29 everywhere. 30 Last, the role boundaries between other health informatics colleagues and NI are less 31 conspicuous than in the past. One of the centerpieces of NI practice is its cross-disciplinary 32 nature, with INSs often leading cross-disciplinary projects to craft usable informatics solutions 33 for use by many disciplines. INSs have assumed executive positions in the health informatics 34 arena. NI and other health informatics colleagues also function in many of the same positions, DRAFT Nursing Informatics: Scope and Standards of Practice-9-13-07 ©American Nurses Association 44 1 blurring boundaries while sharing a common set of functions, skills and knowledge. This trend 2 will likely continue as professional informatics organizations define a shared, core set of 3 knowledge and skills required by all informatics specialties. Probably the clearest trend is 4 evolving change in the functional areas for INSs, a state of continual change away from a more 5 generic set of skills for any one discipline and toward a shared set of competencies based upon 6 functional areas required to enact a particular position (i.e., clinical analyst, informatics 7 executive, futurist, KDD researcher or database developer) 8 Trends in Technology 9 Information technology is becoming commonplace in our lives as well as in health care. For the 10 first time in history, a generation exists never having known a world without the internet, cell 11 phones, online social networks, blogs, and other technology-influenced media. These techno- 12 influenced individuals will be entering the healthcare field as knowledge workers as well as 13 consumers of healthcare delivery. Implications for NI are: 14 • 15 Creating new models for work and education for superbly techno-savvy users, who have less resistance to technology. In fact, they will demand it. 16 • Adapting to users with less skill in face-to-face communications, 17 • Having consumers with even greater expectations for accelerated information and 18 19 technology implementations. Several advances in technology will likely impact nursing informatics in the future. A number 20 of these are outlined in the following sections. 21 Nanotechnology 22 Nanotechnology is expected to more heavily impact health care in the next 2-5 years. 23 Nanotechnology refers to microscopic technology on the order of one-billionth of a meter. This 24 technology will likely impact the diagnosis and treatment of many diseases and conditions 25 (Gordon, Boniger & Cooper, 2007). Some of the pending technologies that will impact the INS, 26 clinicians and patients may include: 27 • 28 New methods for medication administration o 29 tools circulating within patients’ bloodstreams. 30 31 32 33 Sensing patient’s internal drug levels by having miniature medical diagnostic o • Chemotherapy delivered directly to a tumor site, reducing systemic side-effects New monitoring devices for the home: o A talking pill bottle that enables patients to push a button to hear prescription information DRAFT Nursing Informatics: Scope and Standards of Practice-9-13-07 ©American Nurses Association 45 1 o Bathroom counters that announce whether it is safe to mix two medications 2 o A shower with built-in scales to calculate body mass index (Hong Kong 3 4 Polytechnic University) o 5 6 Measuring devices in the bathroom to track urine frequency and output and upload these data to a system or care manager o Non-invasive Blood Glucose Monitors to eliminate sticks, sensors to compute 7 blood sugar levels using a multi-wavelength reflective dispersion photometer 8 (Hong Kong Polytechnic University ) 9 New Technology Tools for Managing Public Health Concerns and Information about 10 Populations 11 The threat of terrorism, bioterrorism, and the need for improved disease management across 12 traditional boundaries drives the demand for new tools and solutions that will concern the INS. 13 A partnership with public health professionals and the emergence of public health informatics is 14 a response to the need for population management tools and early disease detection. 15 Devices and Hardware 16 The increased miniaturization of devices will change where and how IT solutions will be 17 deployed and adopted. No perfect hardware solution exists in the market today to address all 18 diverse nursing workflows and mobile caregiver demands. An emphasis on ergonomics and 19 human-computer interaction will lead to new solutions to support diverse workflow requirements. 20 New integrated technologies will increase common access to health information, e.g., cell 21 phones, smart phones, PDA’s, and multi-functional devices. These solutions are becoming 22 ubiquitous in daily lives. They will change how clinicians and patients expectations and 23 interactions with various technology solutions. In particular, providers will continue to be 24 challenged to be as knowledgeable about new disease treatments and research findings as 25 patients with accessible devices are. 26 Wearable Computing 27 Wearable computing is a revolutionary paradigm shattering myths about what computers are 28 and how they should be used. A computer can be worn, much as eyeglasses or clothing are 29 worn, and interactions with the user are based on the context of the situation. With heads-up 30 displays, embedded sensors in fabrics, unobtrusive input devices, personal wireless local area 31 networks, and a host of other context sensing and communication tools, wearable computers 32 can act as an intelligent assistant and/or a data collection and analysis device. 33 34 Many of these devices are available now. Smart fabrics with embedded sensors have been on the commercial market since 2000 and are being used in shirts, gloves and other clothing. DRAFT Nursing Informatics: Scope and Standards of Practice-9-13-07 ©American Nurses Association 46 1 These wearable computer and remote monitoring systems are intertwined with the user’s 2 activity so that the technology becomes transparent. Sensors and devices can gather data 3 during the patient’s daily routine, providing researchers and/or healthcare providers/significant 4 others a periodic or continuous data feed of the subject's health at work, school, exercise, sleep, 5 rather than the current "snapshot" generated during a typical hospital or clinic visits. A partial 6 list of applications for wearable computing includes (Wearable Computing, 2007a): 7 • Sudden Infant Death Syndrome monitoring for infants 8 • Ambulatory cardiac and respiratory monitoring 9 • Ambulatory monitoring of neuromuscular disease 10 • Monitoring of Ventilation During Exercise 11 • Monitoring Rescue Workers Vital Signs 12 • Activity Level of Post-Stroke Patients 13 • Patterns of Breathing in Asthma 14 • Assessment of Stress in Individuals 15 • Arrhythmia Detection and Control of Selected Cardiac Conditions 16 • Daily Activity Monitors 17 • Monitoring heat stress and dehydration 18 19 20 Wearable computing is applicable to workers as well as consumers or patients. Examples here may include: • 21 22 workflow or allowing logon to systems • 23 24 25 Proximity badges and RFID (radio frequency Identification) allow tracking of providers for Wearable glasses allow a heads-up display of vital signs or images while also focusing on the patient. (Wearable computing, 2007b) • Bar code scanners that fit on a finger or wrist- activated input devices Future developments for input methods may also be applicable in the healthcare market. For 26 example, an "interface-free," touch-driven computer screen, manipulated intuitively with the 27 fingertips, responds to varying levels of pressure. Another example is virtual keyboards using 28 Bluetooth technology. A keyboard can be displayed and used on any surface (Keyboard, 2007). 29 Robotics 30 The use of robotics will expand more broadly into patient care areas. Robots have been used 31 for many years to deliver supplies to patient care areas. Robotics enable remote surgeries and 32 virtual reality surgical procedures. At Johns Hopkins, robots are being used to provide language 33 translation to patients (Greenback, 2007). Hand-assist devices have helped patients regain DRAFT Nursing Informatics: Scope and Standards of Practice-9-13-07 ©American Nurses Association 47 1 strength after a stroke (Device, 2007). Robots are providing a remote presence for physicians to 2 be able to virtually examine patients by manipulating remote cameras (Remote Presence, 3 2007). In the future, robots may also be used in direct patient care, for instance, to help lift 4 morbidly obese patients. 5 Knowledge Representation 6 As more and more electronic data become available for and about patients over their life time, 7 clinicians will need advanced tools to help locate, synthesize and even cope with this vast 8 volume of data. New research areas will expand regarding advances in displaying vast amounts 9 of data to clinicians to optimize patient care, patient and clinician efficiencies while avoiding 10 medical errors. NI may need more nurses trained in knowledge representation, semantic 11 representation and other knowledge areas. This also has implications for knowledge discovery 12 in databases, data quality and a continued emphasis on data standards and data quality 13 Nurses make numerous, complex, and diverse decisions in their daily practice. Decision 14 making for nursing practice must consider relevant evidence-based and patient-specific 15 information. As nurse decision-making grows increasingly complex, the need for computerized 16 clinical decision support will increase. In the absence of adequately explicit evidence-based 17 guidelines for nursing decisions, novel technologies will be necessary to synthesize evidence 18 from the literature and/ or induce models from clinical data. Knowledge discovery in databases 19 could play an important role in the induction of clinical knowledge models. 20 Genomics 21 The advances in the human genome and understanding of individual DNA will have a dramatic 22 impact on what we know about patients. These data, especially once they are integrated into an 23 EHR or Personal Health Records (PHRs), will lead to advances in customized patient care, and 24 customized medications targeted to individuals’ responses to medications. Care processes and 25 medications can be very specifically customized to patients based on their unique DNA profile 26 and how they have responded to specific medications and other interventions in the past. This 27 will dramatically change how patients are managed for specific diseases and conditions, 28 extending into the prevention of some diseases. 29 The inherent complexity of customized patient care will demand computerized clinical 30 decision support. Predictive disease models based upon patients’ specific DNA profiles will 31 emerge as clinicians better understand DNA mapping. These advances have implications for a 32 new model of care and for INSs’ participation in the development of genomic-IT solutions. More 33 than ever, patients will need to be partners in this development. Genomics will lead to many 34 specialized advances in care delivery and be linked to exact, individualized data within a DRAFT Nursing Informatics: Scope and Standards of Practice-9-13-07 ©American Nurses Association 48 1 Personal Health Record (PHR). Subsequently, advanced disease management with the goal 2 aimed at disease prevention will be possible. This change has many implications for ethics as 3 well as informatics. In fact, genomics competencies and curricular guidelines are available at 4 http://nursingworld.org/ethics/genetics. 5 New Educational Technologies 6 Evolving teaching technologies are changing the education stratagems used in the classroom, 7 the lab, and the clinical setting. For example, patient care simulators allow students to run 8 programmed care scenarios in a safe environment and provide innovative options for teaching 9 critical thinking skills. Group learning tools such as clickers, used in interactive teaching, can 10 change how students engage with class content as well as how they learn to function as 11 members of a team (Michaelsen, Fink, Knight, 2007). Distance education technologies such as 12 web-based course management systems and the related student support services are 13 challenging basic education concepts such as what academic resources must be included in a 14 library collection or how a university defines a credit hour of education. Administrative 15 information systems are now automating basic university functions such as admissions, 16 registration, student record management, grant management and financial aid for example 17 (Nelson, et. al., 2006). This automation is forcing institutions to review and in many cases to 18 redesign their educational policies and procedures. These technologies require a paradigmatic 19 shift in knowledge delivery, impacting students, instructors and course content. 20 Within these modern educational settings, faculty, with little more than office applications for 21 support, continue to manage large amounts of educational data about individual students, 22 curricula and accreditation. Comprehensive, enterprise-wide educational information systems 23 that integrate administrative and academic functions are just beginning to provide educators 24 with applications to manage all aspects of the educator role. As nursing informatics faculty 25 become actively involved in the design, monitoring and evaluation of these comprehensive 26 systems, they will create the healthcare educational institutions of the future. 27 Traditional tuition models are a barrier to the globalization of education, but they are being 28 slowly eroded. New educational models are already being created as universities educate 29 beyond their walls or create virtual educational experiences, e.g., partnering with other 30 institutions to deliver classes for students across a region. Perhaps in the future, universities will 31 partner with business entities and vendors to create innovative models of education. 32 33 34 Curriculum design will change. Information is now generated and made available so quickly that baseline knowledge for students will evolve away from specific content to methods of DRAFT Nursing Informatics: Scope and Standards of Practice-9-13-07 ©American Nurses Association 49 1 finding accurate, current information and knowledge. In the future, students may not be 2 evaluated on specific knowledge for one area or course, but instead be evaluated on their 3 growth over time. The INS will be core in pushing this marriage of informatics and new 4 educational models because of the focus on managing information. 5 New Tools for Patients and Continued Access to Health Information 6 Patients will continue to become stronger partners with providers, with increased accountability 7 for their own care. This type of model will require solutions and patient education by clinical 8 nurses and INSs to devise the best methods of care as well as solutions to monitor and 9 maintain patients’ health. 10 Expanded Use of IT in Nursing 11 The earlier discussions imply that technology use will increase everywhere in our work and 12 home settings, even constantly traveling with us as wearable devices. Two implications are 13 outlined here. One is a current concern about students relying on available, structured 14 information, computerized alerts and reminders in systems such as EHRs and DSSs. Some 15 educators and administrators now are concerned that students’ critical thinking skills may 16 diminish. This concern may mean that INS and educators of the future will determine and test 17 new, effective academic and practice models. Perhaps academic applications will be designed 18 differently than practice applications to encourage questioning and active cognitive 19 engagement. Or system designers may need to rethink systems to promote a different cognitive 20 engagement by practitioners. Or educators might teach a new level of human information 21 processing to maximize human capabilities, one beyond students needing to memorize 22 structures for a physical examination and similar static information stored in an EHR. In this 23 model, information technology serves as support and not a replacement for human thinking and 24 judgment. 25 Second, as applications are increasingly integrated into healthcare, the impact of downtime 26 becomes more severe and quick recovery methods imperative. Especially with orders 27 management in place, institutions must ensure continual uptimes. Stratagems and technologies 28 are available to support continual uptime and the INS is typically involved in defining, designing 29 and installing them. Pervasive computing creates a new standard for information access – even 30 when there is no power supply, e.g., a laptop was developed using a hand crank to generate 31 power (MIT, 2007). Thus, INSs must be strong advocates for systems to be continuously 32 available. Likewise, they can be intimately involved in disaster recovery, including being an 33 advocate for funding allocations for recovery methods. DRAFT Nursing Informatics: Scope and Standards of Practice-9-13-07 ©American Nurses Association 50 1 In 2005, the Hurricane Katrina incident emphasized the importance of having redundant 2 systems and effective disaster recovery procedures. Requirements for current and future 3 systems will include: 4 • 5 6 24X7 operation and performance with redundancies throughout the system, failovers and tested high reliability • Tools to assist with monitoring and managing the IT environment. Tools set up to 7 monitor system use and catch technology issues before system failure occurs, more 8 preventative than reacting to an issue later. 9 • Scalable IT solutions as more clinical applications come on-line 10 • Solutions that IT departments can manage without in-depth technology expertise 11 Implications for INSs 12 There are a number of implications for INSs. INSs will need to have a systematic method for 13 becoming aware of emerging technologies and their projected impact(s) to healthcare and 14 informatics. INSs can be essential leaders and partners for the safe and smart incorporation of 15 new technology and techniques into health informatics solutions. The content or information on 16 devices is still the most critical component of the technology and INSs can serve as content 17 designers in this capacity. Areas such as genomics may have ethical considerations that INSs 18 may need to voice and champion. The continued sub-specialization within NI will continue to 19 expand and INSs may find themselves specializing in the safe use of particular technologies. 20 All of these areas have implications for curricular design and education in the future. The 21 expansion of technology emphasizes the need for continuous availability of systems. On the 22 other hand, the digital divide is still apparent, with some having little access to information 23 technology. INSs can be leaders in eliminating the digital divide. In all examples, INSs can 24 advocate and apply methods for users to learn and use new technologies effectively and safely. 25 Trends in Health Delivery and Regulatory Initiatives 26 Current driving forces have greatly increased the pace of information technology and EHR 27 installations in the US. These forces include a national emphasis on patient safety, including 28 technology installation as a focal point for reducing for errors in healthcare. A second driving 29 force is that both health organizations, such as AHRQ and IHI, as well as non-health 30 organizations, such as Leapfrog, are impatient with slow progress to the point that they are 31 providing incentives for health institutions to implement informatics solutions. Other forces will 32 likely escalate the pace of adoption. Organizations are using value versus return on investment 33 models to justify health IT and pay for performance models will likely accelerate EHR DRAFT Nursing Informatics: Scope and Standards of Practice-9-13-07 ©American Nurses Association 51 1 installations. Data are becoming more visible to consumers and hospital boards. Organizations 2 will continue to expand the transparency of data and, more importantly, the quality of care being 3 delivered. 4 Regulatory requirements and standards will shape the future. INSs will be at the table 5 defining these and future standards, designing, building, implementing, using and certifying 6 products that comply with the standards. A number of projects are underway with a sample 7 including: 8 • CCHIT- Certification Commission for Healthcare Information Technology. 9 “CCHIT is a recognized certification body for electronic health records and their 10 networks, and an independent, voluntary, private-sector initiative. Their mission 11 is “to accelerate the adoption of health information technology by creating an 12 efficient, credible and sustainable product certification program” (CCHIT, 2007). 13 • HL7 is defining interoperability standards for systems. 14 • The IEEEP2407 working group is focusing on developing standards for 15 16 Personalized Health Informatics. • The Joint Commission continues to expand regulatory compliance for patient 17 safety, e.g., National Patient Safety Goals, medication reconciliation and other 18 requirements with implications for the INS. 19 • 20 21 The Health Information Technology Standards Panel (HITSP) is harmonizing industry-wide health IT standards • Nationwide Health Information Network (NHIN) initiative is creating prototype 22 architectures for widespread health information exchange 23 The FDA (Food and Drug Administration) has several initiatives underway: 24 • 25 Bar Code Label Requirements for Human Drug Products and Biological Products (FDA, 2007) 26 • Draft guidelines for the safe and effective use of radio frequency devices 27 • Nanotechnology development (FDA Nanotechnology, 2007) and an potential 28 expansion of products covered, e.g., advanced decision support tools and similar 29 informatics applications. 30 New Care Delivery models 31 Care is no longer a local phenomenon. Patients in rural ICUs can be monitored remotely by 32 intensivists and ICU nurses. Pharmacists are providing remote pharmacological assistance to DRAFT Nursing Informatics: Scope and Standards of Practice-9-13-07 ©American Nurses Association 52 1 rural areas. Radiologists can read images in realtime from anywhere in the world. Physicians 2 are assisted by robots while examining patients in distant locations. 3 Care is no longer limited to traditional healthcare settings, even when it is delivered locally. 4 Clinicians are now available in retail stores, work settings and other non-traditional places. 5 These new settings will require new designs, deployment and support models that will challenge 6 the NI specialist. INSs involvement in the development of the robust health information 7 infrastructure includes but is not limited to: 8 • 9 10 Continued innovation of systems and expansion into less traditional settings such as Long Term Care and rural communities • Personal Health Records – INSs will assist with development of and encourage 11 individuals to maintain an electronic vaccination history, their past medical history, 12 medications, allergies, condition/status, visit history in an easily accessible online format. 13 As well, patients online communications with healthcare providers will continue to 14 increase 15 • Clinical Data Repositories and Regional Health Information Organizations will support 16 accurate, timely and secure transfer of patient data across care settings within a 17 community (ultimately across hospitals, clinics, pharmacies, laboratories, clinician office, 18 long term care facilities and others) 19 Consumer Informatics 20 Patients will become stronger partners with providers, having increased accountability and 21 interest in access to their own EMR data, and for their own care. As consumers become more 22 technically savvy, they will consider their electronic healthcare data as necessary and 23 accessible as their banking information or stock transactions online. Likewise, consumers will 24 being monitoring and managing the health of their younger AND older family members for whom 25 they are responsible. 26 External Partnerships 27 Healthcare will likely see non-traditional organizations entering the healthcare arena. For 28 example, one company with an online application for individual, secure, financials is now 29 investigating expansion into personal health records. Likewise, healthcare should create new, 30 non-traditional partnerships. For instance, perhaps a partnership with the video-gaming industry 31 would also be fruitful for interactive EHRs and provide ideas for optimal user interfaces. 32 Implications for INSs DRAFT Nursing Informatics: Scope and Standards of Practice-9-13-07 ©American Nurses Association 53 1 New care models have vast implications for informatics nurses. These new delivery models will 2 require INSs to continue to develop informatics solutions for care in multiple, remote locations. 3 INSs should have a key role in informatics solutions that emphasize quality care (McCormick, et 4 al., 2007). We need new models to speed the design to use portions of the systems life cycle. 5 An 18 – 24 month build and implementation cycle is not tenable in an era of rapidly changing 6 technology, care delivery and expanding information access. Because of the increasing the 7 number information technology installations and the need to respond to increasing regulatory 8 requirements, INSs will be at centerstage for all phases of the systems lifecycle. They will be 9 developing and implementing new informatics solutions, ensuring that data quality exists for 10 implemented solutions and evaluating the impact of solutions. The new model of consumer 11 informatics will require technical solutions and patient education jointly from clinical nurses and 12 INSs. INSs will need to devise the best methods of care as well as designing solutions to enable 13 patients to monitor and maintain their own health. INSs will play a key role in designing new 14 tools for data capture and analyses to comply with regulatory guidelines. 15 Futures Conclusion 16 The positions and competencies of nurses, changes in technology and new trends in health 17 delivery and regulation will impact the future of Nursing Informatics. Important concepts 18 underpinning the above themes include: 19 • Preparing for and evolving with new information and technology changes, 20 • Inventing and delivering new educational models to teach both new and existing nursing 21 22 professionals, • 23 24 technologies across all areas of nursing and health settings • 25 26 29 Incorporating newer technologies and methods to redesign care, research and administrative processes, • 27 28 Designing, developing, implementing and evaluating solutions for new information and Pioneering, designing and facilitating the changes in care models as they evolve away from episodic care toward more predictive and preventative models. • Focusing on usability – designing and evaluating how information is presented to promote ease of use and adoption (human computer interaction). 30 The global nature of informatics is already apparent. In the future, care models and data will 31 be shared even more widely. New technologies will create wider access to information and the 32 need for a new generation of data and information management skills, analytic tools, new 33 educational models and different cognitive skills. Traditional boundaries of institutions, care DRAFT Nursing Informatics: Scope and Standards of Practice-9-13-07 ©American Nurses Association 54 1 delivery and education will continue to erode. New positions and functional areas are emerging. 2 Increased collaboration among NI colleagues and a shared scope and standard of NI practice 3 will be the hallmark of the future. DRAFT Nursing Informatics: Scope and Standards of Practice-9-13-07 ©American Nurses Association 55 1 STANDARDS OF NURSING INFORMATICS PRACTICE 2 3 Nursing informatics (NI) is the specialty that integrates nursing science, computer science, 4 and information science to manage and communicate data, information, knowledge, and 5 wisdom in nursing practice. Nursing informatics facilitates the integration of data, information, 6 knowledge, and wisdom to support patients, nurses, and other providers in their decision- 7 making in all roles and settings. This support is accomplished through the use of information 8 structures, information processes, and information technology. 9 The goal of nursing informatics is to improve the health of populations, communities, 10 families, and individuals by optimizing information management and communication. These 11 activities include the design and use of informatics solutions and/or technology to support all 12 areas of nursing, including, but not limited to, the direct provision of care, establishing effective 13 administrative systems, managing and delivering educational experiences, enhancing life long 14 learning, and supporting nursing research. 15 The standards of nursing informatics practice include two components: the standards of 16 practice and the standards of professional performance. Each standard includes accompanying 17 measurement criteria that provide more detail about the expected knowledge, skills, and abilities 18 necessary to meet that standard. Some standards include additional measurement criteria 19 specific to informatics nurse specialists and their role and practice. 20 The standards of practice are organized using a general problem-solving framework that 21 closely models the language provided in Nursing: Scope and Standards of Practice (ANA, 2004) 22 describing the familiar nursing process of assessment, diagnosis, identification of outcomes, 23 planning, implementation, and evaluation. The problem-solving framework supports all facets of 24 informatics practice, helps to identify and clarify issues, and aids in the selection, development, 25 implementation, and evaluation of informatics solutions. These steps are not mutually exclusive 26 and may often overlap. 27 Informatics solution is a generic term used in this document to describe an application, 28 product, method, tool, workflow change or other recommendation an informatics nurse makes 29 after identifying and analyzing a need or an issue. An informatics solution may encompass 30 technology and non-technology products such as developing a database, purchasing a new 31 computer application, creating a standardized nursing vocabulary, designing informatics 32 curricula, creating a spreadsheet, tailoring an application to a particular environment, designing 33 a research study to describe required informatics competencies, describing information flow in a DRAFT Nursing Informatics: Scope and Standards of Practice-9-13-07 ©American Nurses Association 56 1 process redesign, creating newly re-engineered processes or creating a structure for 2 information presentation. 3 The standards of professional performance also reflect the model language provided in 4 Nursing: Scope and Standards of Practice (ANA, 2004), have been re-ordered, and include an 5 additional standard and accompanying measurement criteria addressing advocacy. 6 These standards of nursing informatics practice and the identified measurement criteria 7 apply to all informatics nurses and their practices. The measurement criteria for the informatics 8 nurse specialist reflect the additional expectations for this role and advanced level of practice. 9 Overarching Principles for Nursing Informatics Practice 10 Three overarching principles are inherent in every aspect of nursing informatics practice and 11 should be considered by informatics nurses and informatics nurse specialists when addressing 12 the standards of practice. 13 The informatics nurse: 14 1. Incorporates theories, principles, and concepts from appropriate sciences into informatics 15 practice. Examples of theories could include information, systems, and change theories. 16 Principles and concepts could include project management, implementation methods, 17 workflow analyses, with process redesigns, organizational culture, or database structures. 18 2. Integrates ergonomics and human–computer interaction (HCI) principles into informatics 19 solution design, development, selection, implementation, and evaluation. 20 3. Systematically determines the social, legal, regulatory and ethical impact of an informatics 21 solution within nursing and health care. DRAFT Nursing Informatics: Scope and Standards of Practice-9-13-07 ©American Nurses Association 57 1 STANDARDS OF NURSING INFORMATICS PRACTICE 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 Standards of Practice STANDARD 1. ASSESSMENT The informatics nurse collects comprehensive data, information, and knowledge pertinent to the situation. Measurement Criteria: The informatics nurse: Collects data, information, and knowledge in a systematic and ongoing process, such as with a needs assessment to refine the issue or problem, or with workflow analyses to examine current practice, workflow, and the potential impact of an informatics solution on that workflow. Involves the patient, family, nurse, other healthcare providers, and key stakeholders, as appropriate, in holistic data collection. Prioritizes data collection activities based on the immediate or anticipated needs of the situation. Uses appropriate evidence-based assessment techniques and instruments in collecting pertinent data to define the issue or problem. Uses analytical models and assessment tools that facilitate problem solving. Synthesizes available data, information, and knowledge relevant to the situation to identify patterns and variances. Documents relevant data in a retrievable format. STANDARD 2. PROBLEMS OR ISSUES The informatics nurse analyzes the assessment data to determine the problems or issues. Measurement Criteria: The informatics nurse: Derives the problems, needs, or issues based on assessment data. Validates the problems, needs, or issues with the patient, family, nurse, other healthcare providers, and key stakeholders when possible and appropriate. Documents problems, needs, or issues in a manner that facilitates the determination of the expected outcomes and plan. STANDARD 3. OUTCOMES IDENTIFICATION The informatics nurse identifies expected outcomes for a plan individualized to the situation. DRAFT Nursing Informatics: Scope and Standards of Practice-9-13-07 ©American Nurses Association 58 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 Measurement Criteria: The informatics nurse: Involves the patient, family, nurses, other healthcare providers, and key stakeholders in formulating expected outcomes when possible and appropriate. Considers associated risks, benefits, costs, current scientific evidence, environmental factors, and expertise when formulating expected outcomes. Defines expected outcomes in terms of the patient, patient values, ethical considerations, environment, organization, or situation with such consideration as associated risks, benefits and costs, and current evidence-based knowledge. Includes a time estimate for attainment of expected outcomes. Develops expected outcomes that provide direction for all key stakeholders. Modifies expected outcomes based on changes in the status or evaluation of the situation. Documents expected outcomes as measurable goals. Additional Measurement Criteria for the Informatics Nurse Specialist: The informatics nurse specialist: Identifies expected outcomes that incorporate scientific evidence and are achievable through implementation of evidence-based practices. Identifies expected outcomes that maximize quality, efficiency, and effectiveness balanced with economy. Supports the use of clinical guidelines, such as, but not limited to the integration of clinical guidelines into practice, information system and informatics solutions, and knowledge bases. STANDARD 4. PLANNING The informatics nurse develops a plan that prescribes strategies, alternatives, and recommendations to attain expected outcomes. Measurement Criteria: The informatics nurse: Develops a customized plan considering clinical and business characteristics and the environmental situation. Develops the plan in conjunction with the patient, family, nurse, other healthcare providers, key stakeholders, and others, as appropriate. DRAFT Nursing Informatics: Scope and Standards of Practice-9-13-07 ©American Nurses Association 59 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 Includes strategies within the plan that address each of the identified problems and issues, which may include strategies for the synthesis of data, information, and knowledge to enhance healthcare delivery. Provides for continuity within the plan. Incorporates an implementation pathway or timeline within the plan. Establishes the plan priorities with the key stakeholders and others as appropriate. Utilizes the plan to provide direction to healthcare team members and other stakeholders. Defines the plan to reflect current statutes, rules and regulations, and quality standards Integrates current research and trends in the planning process. Considers the clinical, financial, and social impact of the plan. Uses standardized language, tools, and methodologies to document the plan. Participates in the design and development of interdisciplinary processes and informatics principles to address the situation or issue. Contributes to the development and continuous improvement of organizational systems that support the planning process. Supports the integration of clinical, human, financial, and technical resources to enhance and complete the decision-making processes. STANDARD 5. IMPLEMENTATION The informatics nurse implements the identified plan. Measurement Criteria: The informatics nurse: Implements the plan in a safe and timely manner. 36 Documents implementation and any modifications, including changes or omissions, of 37 the identified plan. 38 Utilizes specific evidence-based actions and steps specific to the problem or issues to 39 achieve the defined outcomes. 40 Utilizes clinical, financial, technical, and community resources and systems to implement 41 the plan. 42 Collaborates with colleagues and other stakeholders to implement the plan. 43 DRAFT Nursing Informatics: Scope and Standards of Practice-9-13-07 ©American Nurses Association 60 1 2 Implements the plan using principles and concepts of quality, project, or systems management. 3 4 5 6 Fosters organizational systems that support implementation of the plan. 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 Incorporates new knowledge and strategies to initiate change in informatics and nursing practices if desired outcomes are not achieved. STANDARD 5A: COORDINATION OF ACTIVITIES The informatics nurse coordinates activities. Measurement Criteria: The informatics nurse: Coordinates implementation of the plan, including activities and resources necessary to achieve desired outcomes. Synthesizes data and information to prescribe necessary system and environmental support measures. Documents the coordination of the activities. Measurement Criteria for the Informatics Nurse Specialist: The informatics nurse specialist: Provides leadership in the coordination of interdisciplinary informatics activities. Coordinates system and community resources that enhance delivery of care across continuums. STANDARD 5B: HEALTH TEACHING, HEALTH PROMOTION, AND EDUCATION FOR INFORMATICS SOLUTIONS The informatics nurse employs strategies to promote health teaching, health promotion, and education for informatics solutions. Measurement Criteria: The informatics nurse: Identifies the need to integrate health content and learning resources into healthcare systems that address such topics as healthy lifestyles, risk-reducing behaviors, developmental needs, activities of daily living, and preventive self-care. Participates in the design, development, implementation, and evaluation of health promotion materials and health teaching methods appropriate to the situation and the patient’s developmental level, learning needs, readiness, ability to learn, language preference, and culture. The informatics nurse focuses on the integration of these into informatics solutions Contributes to the design, development, implementation, and evaluation of the educational content, materials, and teaching strategies in a wholistic manner (psychosocial, cognitive, affective) needed for the continuing education and professional development programs necessary to implement the plan. DRAFT Nursing Informatics: Scope and Standards of Practice-9-13-07 ©American Nurses Association 61 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 Additional Measurement Criteria for the Informatics Nurses Specialist: The informatics nurse specialist: Synthesizes empirical evidence on risk behaviors, learning theories, behavioral change theories, motivational theories, epidemiology, and other related theories and frameworks when designing health information and patient education materials and programs. Designs health information and patient education appropriate to the patient’s developmental level, learning needs, readiness to learn, and cultural values and beliefs. Evaluates health information resources, such as the Internet, within the area of practice for accuracy, readability, and comprehensibility to help patients, family, healthcare providers, and others access quality health information. Creates opportunities for feedback and evaluation of the effectiveness of the educational content and teaching strategies used for the continuing education and professional development programs necessary to implement the plan. STANDARD 5C: CONSULTATION The informatics nurse provides consultation to influence the identified plan, enhance the abilities of others, and effect change. Measurement Criteria for the Informatics Nurse The informatics nurse: Synthesizes data, information, theoretical frameworks and evidence when providing consultation. Facilitates the effectiveness of a consultation by involving the stakeholders in the decision-making process. Communicates consultation recommendations that influence the identified plan, facilitate understanding by involved stakeholders, enhance the work of others, and effect change. The informatics nurse specialist: Develops recommendations and strategies to address and resolve complex issues and problems. Establishes formal and informal consultative relationships that can also provide professional development and mentorship opportunities. STANDARD 6. EVALUATION The informatics nurse evaluates progress towards attainment of outcomes. Measurement Criteria: The informatics nurse: Conducts a systematic, ongoing, and criterion-based evaluation of the outcomes in relation to the structures and processes prescribed by the plan and the indicated timeline. Includes key stakeholders and others involved in the plan or situation in the evaluative process. DRAFT Nursing Informatics: Scope and Standards of Practice-9-13-07 ©American Nurses Association 62 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 Supports the integration and use of evidence-based methods, tools and guidelines linked to effective outcomes. Evaluates the effectiveness of the planned strategies in relation to the attainment of the expected outcomes. Uses ongoing assessment data to revise the problems and issues, the outcomes, the plan, and the implementation and evaluative processes as needed. Disseminates the results to key stakeholders and others involved in the plan or situation as appropriate. Documents the results of the evaluation. Additional Measurement Criteria for the Informatics Nurse Specialist: The informatics nurse specialist: Uses the results of the evaluation analyses to make or recommend process or structural changes including policy, procedure or protocol documentation, as appropriate. Synthesizes the results of the evaluation analyses to determine the impact of the plan on the affected patients, families, groups, communities, and institutions, networks, and organizations. DRAFT Nursing Informatics: Scope and Standards of Practice-9-13-07 ©American Nurses Association 63 1 2 3 4 5 6 7 8 9 10 STANDARDS OF PROFESSIONAL PERFORMANCE STANDARD 7. EDUCATION The informatics nurse attains knowledge and competency that reflects current nursing and informatics practice. Measurement Criteria: The informatics nurse: Participates in ongoing educational activities related to appropriate knowledge bases and professional issues. 11 12 Demonstrates a commitment to lifelong learning through self-reflection and inquiry to identify learning needs. 13 14 Seeks experiences that reflect current practice in order to maintain skills and competence in informatics practice and role performance. 15 16 Acquires knowledge and skills appropriate to the specialty area, practice setting, role, or situation. 17 18 Maintains professional records that provide evidence of competency and life long learning. 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 Seeks experiences and formal and independent learning activities to maintain and develop clinical and professional skills and knowledge. Additional Measurement Criteria for the Informatics Nurse Specialist: The informatics nurse specialist: Uses current research findings and other evidence to expand knowledge, enhance role performance, and increase knowledge of professional issues. STANDARD 8. PROFESSIONAL PRACTICE EVALUATION The informatics nurse evaluates one’s own nursing and informatics practice in relation to professional practice standards and guidelines, relevant statutes, rules, and regulations. Measurement Criteria: The informatics nurse’s practice reflects the application of knowledge of current practice standards, guidelines, statutes, rules, and regulations. The informatics nurse: Engages in self-evaluation of practice on a regular basis, identifying areas of strength as well as areas in which professional development would be beneficial. 38 39 Obtains informal feedback regarding one’s own practice from peers, professional colleagues, key stakeholders, and others. 40 Participates in systematic peer review as appropriate. 41 Takes action to achieve goals identified during the evaluation process. 42 43 Provides rationales for practice beliefs, decisions, and actions as part of the informal and formal evaluation processes. DRAFT Nursing Informatics: Scope and Standards of Practice-9-13-07 ©American Nurses Association 64 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 STANDARD 9. QUALITY OF PRACTICE The informatics nurse systematically enhances the quality and effectiveness of nursing and informatics practice. Measurement Criteria: The informatics nurse: Demonstrates quality by documenting the application of the nursing process in a responsible, accountable, and ethical manner. Uses the results of quality improvement activities to initiate changes in nursing and informatics practice and in the healthcare delivery system. Uses creativity and innovation in nursing and informatics practice to improve care delivery. Incorporates new knowledge to initiate changes in nursing and informatics practice if desired outcomes are not achieved. Participates in quality improvement activities. Such activities may include: Identifying aspects of practice important for quality monitoring. Using indicators developed to monitor quality and effectiveness of nursing and informatics practice. Collecting data to monitor quality and effectiveness of nursing and informatics practice. Analyzing quality data to identify opportunities for improving nursing and informatics practice. Formulating recommendations to improve nursing and informatics practice or outcomes. Implementing activities to enhance the quality of nursing and informatics practice. Engaging in the development, implementation, and evaluation of policies, procedures and/or guidelines to improve the quality of practice. Participating on interdisciplinary teams to evaluate clinical care or delivery of health services. Participating in efforts to minimize costs and unnecessary duplication. Analyzing factors related to safety, satisfaction, effectiveness, and cost/benefit options. Analyzing organizational systems for barriers Implementing processes to remove or decrease barriers within organizational systems. Obtains and maintains professional certification if available in the area of expertise. Designs quality improvement initiatives. DRAFT Nursing Informatics: Scope and Standards of Practice-9-13-07 ©American Nurses Association 65 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 Implements initiatives to evaluate the need for change. Evaluates the practice environment in relation to existing evidence, identifying opportunities for the generation and use of research. STANDARD 10. COLLEGIALITY The informatics nurse interacts with and contributes to the professional development of peers and colleagues. Measurement Criteria: The informatics nurse: Shares knowledge and skills with peers and colleagues as evidenced by such activities as presentations at formal or informal meetings and professional conferences. Provides peers with feedback regarding their practice and/or role performance. 17 Interacts with peers and colleagues to enhance one’s own professional nursing practice 18 and/or role performance. 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 Maintains compassionate and caring relationships with peers and colleagues. Contributes to an environment that is conducive to the education of healthcare professionals. Contributes to a supportive and healthy work environment. Additional Measurement Criteria for the Informatics Nurse Specialist: The informatics nurse specialist: Participates on interdisciplinary professional teams that contribute to role development and, directly or indirectly, advance nursing, informatics practice, and health services. Mentors other registered nurses and colleagues as appropriate. STANDARD 11. COLLABORATION The informatics nurse collaborates with key stakeholders and others in the conduct of nursing and informatics practice. Measurement Criteria: The informatics nurse: Communicates with key stakeholders regarding the practice of nursing and informatics. Communicates with key stakeholders regarding the role of nurses and nursing within the domain of healthcare informatics and patient care delivery. Collaborates in creating a documented plan focused on outcomes and decisions related to the management of data, information, and knowledge for the delivery of healthcare services. DRAFT Nursing Informatics: Scope and Standards of Practice-9-13-07 ©American Nurses Association 66 1 2 Partners with others to effect change and generate positive outcomes through knowledge of the plan and situation. 3 4 Documents plans, communications, rationales for plan changes, and collaborative discussions. 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 Additional Measurement Criteria for Informatics Nurse Specialist: The informatics nurse specialist: Partners with others to enhance health care, and ultimately patient care, through interdisciplinary activities such as education, consultation, management, technological development, or research opportunities. STANDARD 12. ETHICS The informatics nurse integrates ethical provisions in all areas of practice. Measurement Criteria: The informatics nurse: Uses the Code of Ethics for Nurses with Interpretive Statements (ANA, 2001) to guide practice. Uses nursing and informatics principles and methodologies in a manner that preserves and protects patient autonomy, dignity and rights. Employs informatics principles, standards, and methodologies to establish and maintain patient confidentiality within legal and regulatory parameters. Evaluates factors related to privacy, security, and confidentiality in the use and handling of data, information, and knowledge. Promotes active engagement of community members in the oversight and management of the exchange of health information. Serves as a patient advocate assisting patients in developing skills for self advocacy. Contributes to resolving ethical issues of patients, colleagues, or systems as evidenced in such activities as participating on ethics committees. Reports illegal, incompetent, or impaired practices. Seeks available resources as needed when formulating ethical decisions. Demonstrates a commitment to practicing self-care, managing stress, and connecting with self and others. Additional Measurement Criteria for the Informatics Nurse Specialist: The informatics nurse specialist Participates on multidisciplinary and interdisciplinary teams that address ethical risks, benefits, and outcomes. DRAFT Nursing Informatics: Scope and Standards of Practice-9-13-07 ©American Nurses Association 67 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 Informs administrators or others of the risks, benefits, and outcomes of programs and decisions that affect healthcare delivery. STANDARD 13. RESEARCH The informatics nurse integrates research findings into practice. Measurement Criteria: The informatics nurse: Utilizes the best available evidence, including research findings, to guide practice decisions. Actively participates in research activities at various levels appropriate to the nurse’s level of education and position. Such activities may include: Identifying clinical, nursing, and informatics problems or issues specific to nursing research Participating in data collection such as surveys, pilot projects, and formal studies. Participating in a formal committee or program. Sharing research activities and/or findings with peers and others Conducting research. Critically analyzing and interpreting research for application to practice. Using research findings in the development of policies, procedures, and standards of practice in patient care. Incorporating research as a basis for learning. Additional Measurement Criteria for the Informatics Nurse Specialist: The informatics nurse specialist: Contributes to nursing knowledge by conducting or synthesizing research that discovers, examines and evaluates knowledge, theories, criteria, and creative approaches to improve health care. Formally disseminates research findings through activities such as presentations, publications, consultation, and journal clubs. STANDARD 14. RESOURCE UTILIZATION The informatics nurse considers factors related to safety, effectiveness, cost, and impact on practice in the planning and delivery of services to achieve expected outcomes. Measurement Criteria: The informatics nurse: Evaluates factors such as safety, effectiveness, availability, cost and benefits, efficiencies, and impact on practice, when choosing practice options that would result in the same expected outcome. Assists stakeholders in identifying and securing appropriate and available services to address identified needs and implement and complete the plan or other activity. DRAFT Nursing Informatics: Scope and Standards of Practice-9-13-07 ©American Nurses Association 68 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 Assigns or delegates tasks based on the knowledge, skills and abilities of the individual, complexity of the task, and predictability of the outcome. Assists stakeholders in becoming informed consumers about the options, costs, risks, and benefits of the plan and its associated activities. Additional Measurement Criteria for the Informatics Nurse Specialist: The informatics nurse specialist: Develops innovative solutions and applies strategies to obtain appropriate resources for nursing initiatives. Secures organizational resources to ensure a work environment conducive to completing the identified plan and outcomes. Develops evaluation methods to measure safety and effectiveness for interventions and outcomes. Promotes activities that assist stakeholders, as appropriate, in becoming informed about costs, risks, and benefits of care or of the plan and solution. Standard 15. Advocacy The informatics nurse advocates for the protections and rights of patients, healthcare providers, institutions and organizations, and for issues related to data, information, knowledge and health care. Measurement Criteria: The informatics nurse: Supports patient access to their own personal health information within a reasonable timeframe. Promotes patient awareness of how their personal health data and information may be used and who has access to it. Supports the individual’s right and ability to supplement, request correction of, and share their personal health data and information. Evaluates factors related to privacy, security, and confidentiality in the use and handling of health information. Promotes awareness and education of the healthcare consumer with regard to appropriate data collection, information sharing, information access, and associated issues. Supports patient involvement in their own care, facilitated by access to personal healthcare data. Promotes active engagement of community members in the development, oversight, and management of health information exchange. DRAFT Nursing Informatics: Scope and Standards of Practice-9-13-07 ©American Nurses Association 69 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 Educates clinicians, patients and communities about the rights, responsibilities, and accountability involved in the collection, use, and exchange of healthcare data and information. Incorporates the identified needs of the patient, family, healthcare provider, organization, and key stakeholders in policy development, program and services planning, and systems design. Integrates advocacy into the implementation of policies, programs and services, and systems for the patient. Evaluates the effectiveness of advocating for the patient, family, healthcare provider, organization, and key stakeholders when assessing the expected outcomes. Demonstrates skill in advocating before providers and stakeholders on behalf of the patient, community, or population. Strives to resolve conflicting expectations from patients, families, communities, populations, healthcare providers, and other stakeholders. Additional Measurement Criteria for the Informatics Nurse Specialist: The informatics nurse specialist: Demonstrates skill in advocating on behalf of the patient, key stakeholders, programs, and services before public representatives and decision-makers. Exhibits fiscal responsibility and integrity in policy development and advocacy activities and processes. Serves as an expert for patients, peers, other healthcare providers, and other stakeholders in promoting and implementing policies related to the management of data information, and knowledge. STANDARD 16. LEADERSHIP The informatics nurse provides leadership in the professional practice setting and the profession. Measurement Criteria: The informatics nurse: Engages in teamwork as a team player and a team builder. Works to create and maintain healthy work environments in local, regional, national, or international communities. Displays the ability to define a clear vision, the associated goals, and a plan to implement and measure progress. Demonstrates a commitment to continuous, life long learning for self and others. Teaches others to succeed by mentoring and other strategies. DRAFT Nursing Informatics: Scope and Standards of Practice-9-13-07 ©American Nurses Association 70 1 Exhibits creativity and flexibility through times of change. 2 Demonstrates energy, excitement, and a passion for quality work. 3 4 Willingly accepts mistakes by self and others thereby creating a culture in which risktaking is not only safe, but expected. 5 Inspires loyalty through valuing of people as the most precious asset in an organization. 6 7 Directs the coordination of the plan across settings and among caregivers and other stakeholders. 8 9 Serves in key roles in the work setting by participating on committees, councils, and administrative teams. 10 11 12 13 14 15 16 17 18 19 20 21 22 Promotes advancement of the profession through participation in professional organizations. Assumes leadership roles within organizations representing nursing informatics professional practice within the healthcare domain. Additional Measurement Criteria for the Informatics Nurse Specialist: The informatics nurse specialist: Serves in key leadership roles defining the vision, strategy and tactical plans related to the management of data, information, and knowledge. Works to influence decision-making bodies to improve patient care, health services, and policies through such things as the adoption of data standards. 23 24 Promotes communication of information and advancement of the profession through writing, publishing, and presentations for professional or lay audiences. 25 Designs innovations to effect change in practice and outcomes. 26 27 Provides direction to enhance the effectiveness of the interdisciplinary team and key stakeholders. DRAFT Nursing Informatics: Scope and Standards of Practice-9-13-07 ©American Nurses Association 71 1 GLOSSARY 2 Beginning nurse – A nurse preparing for initial entry into nursing practice or who has just 3 begun a nursing career. 4 5 Computer literacy – the knowledge and skills to use basic computer applications and computer 6 technology 7 8 Data – Discrete entities that are described objectively without interpretation. 9 10 Decision support system – computer applications designed to facilitate human decision 11 making processes. Usually DSS are rule-based, using a specified knowledge base and a set of 12 rules to analyze data and information and provide recommendations typically through the use of 13 a knowledge base and rules to make recommendations to users 14 15 Experienced nurse – A nurse with proficiency in one or more domains of interest. 16 17 Expert system – A type of decision support system that implements the knowledge of one or 18 more human experts 19 20 Human-Computer Interaction – HCI deals with people, software applications, computer 21 technology and the ways they influence each other. 22 23 Informatics Nurse Specialist – the INS is a RN with formal, graduate education in the field of 24 informatics or a related field. A specialist in the field of informatics in nursing. 25 26 Informatics Nurse – The IN is a RN with an interest or experience working in an informatics 27 field. A generalist in the field of informatics in nursing. 28 29 Informatics solution – A generic term used to describe the product an IN specialist 30 recommends after identifying and analyzing an issue. Informatics solutions may encompass 31 technology and non-technology products such as information systems, new applications, 32 nursing vocabulary, or informatics curricula. 33 34 Information – Data that are interpreted, organized, or structured. DRAFT Nursing Informatics: Scope and Standards of Practice-9-13-07 ©American Nurses Association 72 1 Information Literacy – Recognizing when information is needed and having the ability to 2 locate, evaluate, and effectively use the needed information 3 4 Interdisciplinary – Reliant on the overlapping skills and knowledge of each team member and 5 discipline, resulting in synergistic effects where outcomes are enhanced and more 6 comprehensive than the simple aggregation of any team member’s individual efforts. 7 8 Knowledge – Information that is synthesized so that relationships are identified and formalized. 9 10 Nursing informatics (NI) – A specialty that integrates nursing science, computer science, and 11 information science to manage and communicate data, information, knowledge and wisdom in 12 nursing practice. Nursing informatics facilitates the integration of data, information, and 13 knowledge to support patients, nurses, and other providers in their decision-making in all roles 14 and settings. This support is accomplished through the use of information structures, 15 information processes, and information technology. 16 17 Wisdom – the appropriate use of knowledge to solve human problems. It is knowing when and 18 how to apply knowledge. DRAFT Nursing Informatics: Scope and Standards of Practice-9-13-07 ©American Nurses Association 73 1 2 References Alliance for Nursing Informatics Member Organization Report (2005). AMIA NIWG Activities for 3 2006. Retrieved on December 8, 2006 from 4 http://www.allianceni.org/doc/ANI_MemberOrgReport2005-06.pdf 5 American Library Association. (2006). Information Literacy Competency Standards for Higher 6 Education. [Electronic Version]. 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