Does Patient Education Control Hypertension? A Challenge for Change Literature Review Hamad Harthi RN BSN MSN (ANP) Hemodialysis Unit King Faisal Specialist Hospital and Research Center Supervisor: Professor Leaan Aitken, Griffith University, Gold Coast, Queensland, Australia Introduction Implementing evidence-based change is necessary across all areas of healthcare including nursing To implement change it is necessary to consider: – – – – Clinical need Clinical context of care Quality of the research evidence which will inform practice Challenges of implementing the change itself This projects considers an evidence-based change relating to hypertension control in community-dwelling adults with existing high blood pressure Project Overview Identification of the problem to be addressed Definition of the clinical question Identification of search terms and inclusion/exclusion criteria Literature search plus selection of relevant articles Critical appraisal of selected articles Implementing practice change: processes and practicalities including planning and evaluation of the project Conclusions Rationale Hypertension constitutes a considerable global healthcare burden Worldwide total of 972 million adults with hypertension in 20001 – No. of affected adults almost 2-fold greater in developing vs developed countries (639 million vs 333 million) No. of adults with hypertension expected to increase by ~60% to 1.56 billion by 20251 Evidence suggests there is a lack of understanding of hypertension among hypertensive patients2 1Kearney et al. Lancet 2005; 365: 217–23; 2Oliveira et al. J Gen Intern Med 2005; 20: 219–25. PICO PATIENTS: Patients with chronic hypertension on anti-hypertensive therapy in the community healthcare setting INTERVENTION: Patient education programme designed to improve self-care in hypertension management (nurse-led education session plus patient information booklet) COMPARISON: Blood pressure regulation in patients participating in educational programme vs patients receiving usual care alone OUTCOMES: Reduction in hypertension (two or more readings within the normal range) plus improved patient self-efficacy The Clinical Question Does patient education reduce the incidence of continued hypertension in hypertensive patients? Literature search Strategy: – Key search terms and limitations identified Search terms: Hypertension; community health interventions; health education; patient education and hypertension Limitations: English language articles published within the last 15 years – Searches of electronic databases CINAHL, PROQUEST, MEDLINE and GOOGLE SCHOLAR performed Total of 5 relevant articles selected for critical appraisal Summary of Selected Articles Article Summary Alm-Rojer et al. Eur J Cardiovasc Nurs 2003; Study to investigate factors affecting 3: 321–30 adherence to lifestyle changes and medication in patients with coronary heart disease Burke et al. Health Edu Res 2008; 23(4): 583–91 Randomised, controlled trial of an educational intervention (lifestyle change program) for overweight hypertensive patients in Australia Leung et al. J Adv Nurs 2005; 52(6): 631–9 Exploratory study to evaluate a small-group, nurse-led intervention to improve hypertension control and outcomes Mohammadi et al. Int J Nurs Prac 2006; 12: 153–9 Evaluation of a ‘partnership care model’ for hypertension control Zernike and Henderson. J Clin Nurs 1998; 7: 37–44 Evaluation of the effectiveness of two teaching strategies for patients diagnosed with hypertension Evidence Supporting Implementation of a Community-Based Education Program in Hypertensive Patients Community-based education programmes are highly effective in addressing specific health needs1 Community-based interventions for hypertension are effective as long as they are appropriate to the context and target population1 Both nurses and patients benefit from small group education in hypertension control A study of lifestyle changes in patients with coronary heart disease showed that greater knowledge of their condition is one key to improved self-management and behavioural change2 1Connell et al. Health Soc Care Community 2008; 16: 165–87; 2Alm-Roijer et al. Eur J Cardiovasc Nurs 2004; 3: 321–30. Implementing the Change in Practice Managing the implementation of change is challenging in healthcare settings Planning is needed to introduce the change and drive it forward1 Process-based change management1 – Focuses on: What do individual healthcare professionals do? What are the benefits to patients, staff and the wider healthcare service?2 1Greasely. Technovation 2006; 26: 95–103; 2Fullan 2004. Leading in a Culture of Change: Personal Action Guide and Workbook, Josse Bass CA. Process Mapping Use of a process analysis tool to map:1,2 – – – – Change process Personnel involved in the change Those likely to be affected by the change Anticipatory actions to support the change Tools derived from the business sector – Sophisticated, largely computer-based – Nurses may not possess necessary level of theoretical and technical expertise – May be detrimental to the success of the change 1Green. Nursing Leadership 2003; 15: 27–30; 2Greasely. Technovation 2006; 26: 95–103. Process Mapping of the Change Plan Alternative approach needed:1 – Match process mapping to existing technologies and capabilities within organisation and its personnel Steps involved in the process: – – – – Development of change plan Recruitment of relevant personnel Involvement of management and consultation Evaluation of change plan Resources mapped against available provision and any resource implications presented to management 1Greasely. Technovation 2006; 26: 95–103. Implementing Practice Change: Application of Theory Lewin’s Field Theory and Change Theory1,2 – Organisations/departments undergo 3 processes: Unfreezing: Change: Refreezing: Old ways of working are broken down in light of new knowledge and in response to the actions of change agents Implementation of the change New ways of working become consolidated into practice In this change: – The force destabilising current practice is the presentation of evidence about improving practice – Dissemination of the findings of the literature review will start the unfreezing process Requires the identification of ways to do this and the development of communication tools 1Lewin 1951. Field Theory in Social Science, Harper Row, London; 2Lewin 1958. Group decision and social change. In: Readings in Social Psychology, Maccoby et al. (eds), Holt, Rinehart & Winston, New York. Implementing Practice Change: Application of Theory (2) Lewin’s Theory of Force Field Analysis1 – Allows the change leader to identify: Driving forces to push the change forward Resisting forces which get in the way of change happening In this change: – Many of the driving and resisting forces will be identified during the initial information phase Allows for interim planning to address these forces Plan will incorporate activities that address the need to increase the power of the driving forces and break down, remove or minimise the resisting forces1,2 1Lewin 1951. Field Theory in Social Science, Harper Row, London; 2Shanley. J Nurs Man 2007; 15: 538–46. Implementing Practice Change: Application of Theory (3) Ottoway Change Cycle1 – Mimics well-known nursing process by using assessment, planning, implementation and evaluation – Structured approach which uses terminology that most nurses are familiar with May assist with distributive leadership approach – Planning stage of the model considers: Nature of the change Personnel involved Other social, organisational and political issues which may affect the change 1Grol and Wensin. Med J Aust 2004; 180: 57–60.. Implementing Practice Change: Leadership Leaders: – Powerful drivers of the change process1 – Role models2 – Set standards3,4 – Exert influence over others involved in the change2 Effective leadership is key for successful implementation of this change5 1Beinicke & Spencer. Int J Leadership Pub Serv 2007; 3: 4–13; 2Buchanan et al. Int J Manag Rev 2005; 7: 189–205; 3By. J Change Manag 2005; 5: 369–80; 4Hewerd et al. Health Prom Int 2007; 22: 170-8; 5Bass 1990. Bass and Stogdill’s Handbook of Leadership: Theory, Research and Managerial Applications, Free Press, New York. Implementing Practice Change: Leadership (2) Many leadership theories cite singular leaders1,2 Harris and Spillane Model of Distributive Leadership:3 – Primary change leader identifies and supports several leaders in the organisation – Considers organisational culture Significant in identifying driving and resisting forces4 – Supports ‘ownership’ of the change at all levels5,6 – Contributes to staff development7,8 1990. Bass and Stogdill’s Handbook of Leadership: Theory, Research and Managerial Applications, Free Press, New York; Leadership, Harper and Row, New York; 3Harris & Spillane. Manag Edu 2008; 22: 31–4; 4Jackson 2006. The Human Face of Organisational Change Thesis, Southern Cross University, Australia; 5Carney. J Nurs Man 2000; ?: 265–72; 6Cork. Nurs Stan 2005; 19: 40–2; 7Day. The Leadership Quarterly 2000; 11: 581–63; 8McPhail. J Nurs Manag 1997; 5: 199–205. 1Bass 2Burns. Leadership Roles in the Change Plan Change leaders will initiate, monitor, develop, evaluate and act as agents for the change1,2 One single change agent will initiate the change by: – Disseminating information about the change – Providing education sessions for staff involved in the change – Presenting the change plan and proposed management of the change to the manager of the practice and the practice board Additional change agents will: – Implement the change within their client groups – Assist in cascading the change to other staff involved in the care of patients with hypertension Use of experienced nursing staff in this role reflects the need for leaders with the status and credibility to make them powerful change drivers 1Martin 2003. Leading Change in Health and Social Care, Routledge, London; 2Iverson. Int J Hum Res 1996; 7: 122–49. Resource Implications of the Change Plan Resource implications and the effects on staff workload/morale of any change plan must be considered – Resources are limited within most healthcare services – Healthcare staff are known to be resistant to change because they do not like the destabilisation of existing approaches to care1 – A sense that the change may add to workload may affect morale and impact on the success of the programme2 Disseminated leadership will reduce burden on individual staff and address the above concerns 1Martin 2003. Leading Care in Health and Social Care, Routledge, London; 2Yoder-Wise 2007. Leading and Managing in Nursing, Mosby, St. Louis. Project Timelines Month Key Actions 1 Development of an patient-centred community educational model to improve hypertension control Presentation of model to relevant parties to gather feedback 2 Finalise staff and patient information materials Implement pilot education programme in 3 selected patients Amend intervention according to feedback received 3–5 Recruitment and education of change leaders/agents Preparation for implementation 5 Identification of resisting forces to change and necessary actions to overcome these Development of record-keeping procedures and inclusion criteria for intervention 6–8 Recruitment of patients Agree evaluation plan (quantitative/qualitative) 9–11 Implementation of intervention Regular weekly meetings of all staff to discuss emergent issues 12 First evaluation of intervention 15 Final evaluation of intervention Conclusions Research highlights the need to improve patient understanding of hypertension, the symptoms, and the significance of ongoing high blood pressure readings Evidence demonstrates the benefits of education programmes in hypertensive patients This educational program would support patients with hypertension to reduce blood pressure readings through an increased understanding of their condition and normal vs abnormal readings Potential benefits: – Improved self-efficacy regarding management of their condition – Reduced demand on healthcare services A structured approach will be employed which incorporates classic change theories to plan, implement and evaluate the change A successful program will require effective leadership, based on distributive leadership theory, which gives authority and responsibility to multiple nursing change agents Resource implications appear to be minimal References Alm-Roijer, C., Stagmo, M., Uden, G. & Erhardt, L. 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