Category: Post-Test

Ohio Nursing Law & Rules – Current Issues in Practice

DESCRIPTION: 

This independent study has been designed to enhance the nurse’s ability to find information to stay up-to-date on the Ohio nursing law and rules.

1 contact hour of Category A (Ohio Nursing Law and Rules) will be awarded for successful completion of this independent study.

OUTCOME: : The learner will have an increased knowledge related to current issues in nursing practice in Ohio and the laws surrounding them.

This independent study was developed by: Jessica Dzubak, BSN, RN. The authors and planning committee members have declared no conflict of interest.

The Ohio Nurses Association is accredited as a provider of continuing nursing education by the American Nurses Credentialing Center’s Commission on Accreditation (OBN-001-91).

Expires 9/30/2020.

@Copyright, Ohio Nurses Association (2018)

DIRECTIONS & CRITERIA FOR SUCCESSFUL COMPLETION

1.   Please read carefully the below article “Ohio Nursing Law & Rules – Current Issues in Practice.”

2.   Complete and submit the post-test, evaluation form and the registration form.

The post-test will be reviewed. If a score of 70 percent or better is achieved, a certificate will be emailed to you and contact hours will be awarded. If a score of 70 percent is not achieved, a letter of notification of the final score and instructions on how to take second post-test will be sent to you. We recommend that this independent study be reviewed prior to taking the second post-test. If a score of 70 percent is achieved on the second post-test, a certificate will be issued.

If you have any questions, please contact the Ohio Nurses Association’s CE department at sswearingen@ohnurses.org or 614-323-1164.

STUDY

The laws and rules surrounding nursing don’t have to be overwhelming. They exist to not only protect the patients nurses care for, but to protect the nurses themselves as well.

This independent study activity will cover the role of the Ohio Board of Nursing in supporting these rules, as well as some important and relevant information on current nursing practice issues including staffing, documentation, and patient rights. This study will also discuss how these current issues relate to Ohio nursing law and rules.

1.0 Contact Hour that will satisfy the Ohio Category A requirement will be awarded with successful completion of this activity.

 Who Makes the Rules?

All nurses in Ohio are familiar with the Ohio Board of Nursing, or “the board”. In addition to auditing things like continuing education hours, the board investigates complaints against nurses and administers discipline as appropriate (Ohio Board of Nursing [BON], 2017). The board works diligently to ensure the public is being cared for by safe, competent and qualified nurses.

Not Just for Nurses

While it is titled the Board of Nursing, the board oversees additional healthcare professions. Dialysis technicians, community health workers and certified medication aides all fall under the Board of Nursing (OAC, 2017).  Topics such as education requirements, intravenous therapy rules, and delegation practices are all set forth by the board.

The board consists of thirteen members, eight of which are registered nurses. Two of these nurses must be APRNs and four must be LPNs. Additionally, there is a “consumer” member, who represents the interest of the public (ORC, 2017).

The board contains 3 advisory groups: continuing education, dialysis, and nursing education. Additionally, there is a committee on prescriptive governance and an advisory committee on advanced practice registered nursing (OAC, 2017).

The basics

Nurses practicing in Ohio must be aware of both the Ohio Administrative Code, OAC, and the Ohio Revised Code, ORC. The ORC consists of the laws passed by the Ohio legislature, while the OAC has the specific ways those rules are to be carried out at the recommendation of entities such as the Board of Nursing (BON).

To make a continuing education activity qualify for Category A credit, it must include specific information related to ORC and OAC 4723. The law states,
“…portion of continuing education that meets the one hour requirement directly related to Chapter 4723. of the Revised Code and the rules of the board as described in rule 4723-14-03 of the Administrative Code” (OAC, 2018).

Additionally, the activity must be approved by the board or an approved provider of continuing education in Ohio, such as Ohio Nurses Association.

 So, what else can the OBN do? (4723)

In addition to audits and investigations, the board also manages the issuance and revocation of nursing licensure. They decide who gets a license and who doesn’t.

If a complaint is filed, the board does have a due process that it needs to follow. With a few serious exceptions, a full investigation must be done before disciplinary action is taken against the nurse, such as license suspension or revocation. This investigational process involves a hearing, where the nurse can share his/her side of the story.

It is also important to note that the board must follow the law. The board can make clarifying rules (OAC), but they must align with the laws passed by the Ohio legislature (ORC).

Disciplinary action taken by the board is not one size fits all. There are varying levels of discipline. One that not all nurses and students are aware of is the board’s ability to deny taking the NCLEX (4723-7-02 OAC).

Per ORC 4823.28 (2017), the board can: “…deny, revoke, suspend, or place restrictions on any nursing license or dialysis technician certificate issued by the board; reprimand or otherwise discipline a holder of a nursing license or dialysis technician certificate; or impose a fine of not more than five hundred dollars per violation”.

4723.33 in the ORC explains that there is protection for the nurse filing a complaint against retaliatory action. Anyone who has a concern is encouraged to report it to the board and should feel comfortable doing so. The concern for patient safety is always a priority, as well as the protection of their rights.

What is Nursing?

The ORC defines the practice of nursing as, “…providing to individuals and groups nursing care requiring specialized knowledge, judgment, and skill derived from the principles of biological, physical, behavioral, social, and nursing sciences” (ORC, 2017).

In other words, nurses take care of people, in more ways than one. Nurses have specialized knowledge of many fields that are combined to provide holistic and effective care to all patients. With that knowledge comes a great responsibility, one that all nurses must take seriously.

Suggested Resources:

http://codes.ohio.gov/orc/4723

http://codes.ohio.gov/oac/4723

 

OAC 4723-4-06 (2017) states that nurses must “provide privacy during examination or treatment and in the care of personal of bodily needs”. It goes on to say that nurses must “treat each client with courtesy, respect and full recognition of dignity…”.

What is important to take away from this is that nurses must be mindful of what this means for each patient. Not everyone’s idea of modesty or even privacy is the same. There are cultural considerations that nurses and healthcare professionals may not even be aware of. While it is not always possible to accommodate every cultural practice or preference, for example in the event of an emergency, nurses should strive to understand what the patient’s comfort level is and how they can meet it.

In addition to providing competent and respectful care to all patients, nurses have a responsibility to ensure they are practicing safely to the best of their abilities.

Practice Issues

 Nurse Fatigue: Why It Matters

While the board’s goal is to protect the public, it has no authority over healthcare facilities or staffing issues. If a nurse is fatigued and makes an error, the board’s responsibility is to investigate it.

When nurses are exhausted and overworked, patient care and public health suffers. There is overwhelming evidence that nurse fatigue puts patients, nurses and the public at risk (Emergency Nurses Association [ENA], 2013). Fatigue, whether physical, mental or both, can cause delayed response time, impaired decision making, and negative health outcomes (Drake, Luna, Georges, & Steege, 2012). Claire Caruso, PhD, RN describes in her article for American Nurse Today (2012) that studies show that a person who has been awake for 17 hours or more has similar levels of performance to a person with alcohol intoxication

When you think of the job nurses are assigned to do, those three things do not fit in the equation. Patients need nurses with fast response times to emergent situations, top-notch decision making and critical thinking skills, and, obviously, positive health outcomes.

The ANA, American Nurses Association, issued several recommendations and a position statement on the issue. ANA recommends that the Registered Nurse have the right to decline or accept a work assignment or shift based on evaluation of their own fatigue (American Nurses Association [ANA], 2014). This should not be considered patient abandonment. Additionally, ANA advocates for a 40-hour work week, with no more than 12 hour shifts, and a ban on mandatory overtime (ANA, 2014).

Patient Safety and Patient Rights

Keeping patients safe and satisfied is not always an easy task.

Nurses must honor patient’s requests, even when they don’t agree. A common area of concern for nurses is when a patient refuses treatment or wishes to leave Against Medical Advice or “AMA”.  “Most of all, nurses can help by not perpetuating the concepts that AMA means you leave with nothing” (Barkley, 2014, para. 1).  The nurse’s role in AMA discharges is similar to their role in any other patient’s care.

The nurse is in a unique position to educate and advocate for their patient. It is the nurse’s role to support them even if we do not agree. All information should be provided unbiased, and all available options discussed. When a patient states they wish to sign out AMA, the nurse can use this opportunity to have an honest conversation. The nurse can ask why or what factors are driving the patient to this potentially dangerous decision. Sometimes, there are modifiable reasons or solutions that can be created in order to get the patient the safest care. Patients questioning or deciding to leave AMA still deserve the same education as any other patient.

As with all patient teaching, it should be documented in detail. Additionally, it is important to note how you as the nurse determined that the patient truly understands the information.

Interventions such as: any communication between the nurse and the physician, patient teaching, interventions made by the nurse, and resources contacted should all be documented. Documentation should be done real-time to avoid missing something. The use of quotes is especially useful in the case of refusal of care and/or AMA discharges.

Documenting something that happened earlier in the shift, or “back-charting”, is acceptable because it makes the documentation more thorough.

DOCUMENTATION DOs & DON’Ts

Do Example Don’t Example
Chart objective information Side rails up x2, fall risk sticker on the door, yellow non-skid footwear on. Patient education on preventing falls given. Patient verbalized understanding. Insert bias The patient is clearly making a bad choice by leaving AMA and does not seem to care about their health.
Utilize quotations when necessary “I will use the yellow socks you gave me before I get up to go to the bathroom”

“I want to leave the hospital. I understand the risks but I do not want a big bill.”

“… chart only what you – not what you infer or assume.” see, hear, feel, measure, and count”

Source: (American Society of Registered Nurses, 2008, para. 3)

 

Be judgmental The patient didn’t seem to understand what I said about preventing falls. I think she just doesn’t care about her safety.

 

 

Social Media

With social media rising in popularity, more people are using it now than ever before. Nurses must remain mindful of everything they post, share, and tweet.

According to the American Nurses Association’s position statements on social media: think before you post. Best practice is to treat everything you post as if your boss, employer, school, and/or patients will see it (American Nurses Association [ANA], 2011).

Even if the post or picture does not contain patient identifiable information, it may still be inappropriate for the professional nurse to post. While there is no current legislation in Ohio regarding the use of social media, the code of ethics for nurses still applies and the OAC standard for competent practice speaks to the need for nurses to uses social media wisely.

Ohio Administrative Code [OAC] 4723-4-03 Standards relating to competent practice as a registered nurse (2014).

“A registered nurse shall maintain the confidentiality of patient information. The registered nurse shall communicate patient information with other members of the health care team for health care purposes only, shall access patient information only for purposes of patient care, or for otherwise fulfilling the nurse’s assigned job responsibilities, and shall not disseminate patient information for purposes other than patient care, or for otherwise fulfilling the nurse’s assigned job responsibilities, through social media, texting, emailing or any other form of communication.

To the maximum extent feasible, identifiable patient health care information shall not be disclosed by a registered nurse unless the patient has consented to the disclosure of identifiable patient health care information. A registered nurse shall report individually identifiable patient information without written consent in limited circumstances only and in accordance with an authorized law, rule, or other recognized legal authority” (OAC, 2014).

“…a nurse shall not use social media, texting, emailing, or other forms of communication with, or about a patient, for non-health care purposes or for purposes other than fulfilling the nurse’s assigned job responsibilities” (OAC, 2014).

References

American Nurses Association. (2011). ANA’s principles for social networking and the nurse. Retrieved from https://www.nursingworld.org/~4af4f2/globalassets/docs/ana/ethics/social-networking.pdf

American Nurses Association. (2014). Addressing nurse fatigue to promote safety and health: Joint responsibilities of registered nurses and employers to reduce risks. Retrieved from https://www.nursingworld.org/~49de63/globalassets/practiceandpolicy/health-and-safety/nurse-fatigue-position-statement-final.pdf

American Society of Registered Nurses. (2008). Charting and documentation. Retrieved from https://www.asrn.org/journal-chronicle-nursing/341-charting-and-documentation.html

Barkley, M. (2014). Against medical advice. Journal of Trauma Nursing, 21(6), 314-318. https://doi.org/10.1097/JTN.0000000000000091.

Caruso, C. (2012). Better sleep: Antidote to on-the-job fatigue. American Nurse Today, 7(5). Retrieved from https://www.americannursetoday.com/better-sleep-antidote-to-on-the-job-fatigue/

Drake, D., Luna, M., Georges, J., & Steege, L. (2012). Hospital nurse force theory: A perspective of nurse fatigue and patient harm. Advances in Nursing Science, 35(4), 305-314. https://doi.org/10.1097/ANS.0b013e318271d104.

Dyrbye, L., Shanafelt, T., Sinsky, C., Cipriano, P., Bhatt, J., Ommaya, A., … Meyers, D. (2017). Burnout among health care professionals:A call to explore and address thisunderrecognized threat to safe, high-qualitycare. Retrieved from https://nam.edu/wp-content/uploads/2017/07/Burnout-Among-Health-Care-Professionals-A-Call-to-Explore-and-Address-This-Underrecognized-Threat.pdf

Emergency Nurses Association. (2013). Nurse fatigue. Retrieved from https://www.ena.org/docs/default-source/resource-library/practice-resources/white-papers/nurse-fatigue.pdf?sfvrsn=f28a91eb_8

Ohio Administrative Code. (OAC). 4723 Ohio board of nursing. Retrieved August 24, 2018 from http://codes.ohio.gov/oac/4723

Ohio Board of Nursing. (2017). The Ohio board of nursing. Retrieved August 24, 2018, from http://www.nursing.ohio.gov/Law_and_Rule.htm

Ohio Revised Code. (ORC). Chapter 4723 Nurses. Retrieved August 24, 2018 from http://codes.ohio.gov/orc/4723

 

Ohio Nursing Law & Rules – Current Issues in Practice

Contact Hours Awarded: 1.0 Contact Hours of Category A Ohio Nursing Law and Rules
ONA-18-10-122
  • Evaluation Were you able to achieve the following outcomes? Yes or No
  • This field is for validation purposes and should be left unchanged.

Shannon’s Test CE4Nurses IS

DIRECTIONS

1.   Please read carefully the below article “Bipolar Disorder: Implications for Nursing Practice.”

2.   Complete and submit the post-test, evaluation form and the registration form.

The post-test will be reviewed. If a score of 70 percent or better is achieved, a certificate will be emailed to you. If a score of 70 percent is not achieved, a letter of notification of the final score and instructions on how to take second post-test will be sent to you. We recommend that this independent study be reviewed prior to taking the second post-test. If a score of 70 percent is achieved on the second post-test, a certificate will be issued.

If you have any questions, please contact the Ohio Nurses Association’s CE department at info@ce4nurses.org or call 1-800-735-0056.

STUDY

Bipolar disorder (BO) is a complex and challenging brain disorder, in which moods range back and forth between sadness to euphoria. Widely recognized as a mental health entity, BO presents with a variety of symptoms: physical and emotional. The symptoms vary in duration and depth, and often resemble physiological possibilities. Bipolar disorder challenges patients, families and professional caregivers for many reasons, not the least of which is obtaining an accurate diagnosis.  Patience is essential as pharmacological treatment(s) are explored and refined. Psychosocial therapies offer support and strategies for coping with ongoing lifestyle interruptions and annoyances. Relapse and recurrence is common.

Bipolar disorder patients access the healthcare system in numerous ways. Consequently, nurses in any setting are likely to encounter a patient with a diagnosis of bipolar disorder, or a patient who has yet to receive the diagnosis of bipolar disorder.  As co­morbidities are often present in persons with bipolar disorder, it is even more likely that a nurse’s practice will encounter a bipolar disorder patient with heart disease, diabetes, substance use, suicidal thoughts, or acute psychosis.

This independent study describes bipolar disorder: scope, risk factors and symptoms, types of bipolar disorder, treatment options, and implications for nursing care along the lifespan.  Communication and coordination throughout the continuum of care among the disciplines, along with an understanding and trusting nurse-patient relationship contributes to care excellence.

Bipolar Disorder (BD)

Previously known as manic-depression, bipolar disorder is a chronic, persistent and complex illness which causes episodic changes in a person’s mood, energy levels, behaviors and thinking.  While the Greeks and Romans used the terms melancholia and mania, the first published description of “la folie circulaire” (circular insanity) was by Jean-Pierre Falret in 1851 with melancholia (depression) and mania as the key features (Krans, B. & Cherney, K., 2016). Known for years as a mental or mood disorder, BD is recognized as a brain disorder (American Psychiatric Association, 2015; NIMH, 2016). The recognition and acknowledgment of the brain-body-mind relationship underscores the interconnectedness of cause, treatment and response.

Scope

The age of diagnosis ranges from 18-60+ years. The average age of onset is 25 years. Unlike incidence which measures new case, lifetime prevalence describes the proportion or percentage of the population who has ever had a diagnosis of bipolar disorder. For the age demographic, the lifetime prevalence is as follows: 5.9% (18-29 years); 4.5% (30-44 years); 3.5% (45-59 years) and 1% (60+ years). The 12-month prevalence accounts for about 2.6% of the adult population; of these nearly 83% of cases in the adult US population are considered “severe” (nimh.nih.gov). Data by sex and race are not reported. Some data suggest that females are at greater risk for depression and rapid mood shift while males have a greater risk for mania. Debate continues about diagnostic criteria for children; prevalence data for children are not available. For statistical information about bipolar disorder in adults and children check out www.nimh.nih.gov/health/statistics/biopolar-disorder

Risk Factors

Multiple risk factors are believed to contribute to the development of bipolar disorder. No single etiology of BD has been identified. The National Institute of Mental Health describes bipolar disorder in adults possibly due to genetics, or brain variations in structure or function. A genetic etiology is being studied as there is evidence of familial tendencies.

Yet, in identical twins, bipolar disorder may be present in one twin and not the other twin. Stressful life events may also contribute to the development of BD. The impact of childhood adverse events and misdiagnoses across the lifespan – such as major depression postpartum depression attention deficit hyperactivity disorder (ADHD) and various anxieties – are also potentially undiagnosed cases of bipolar disorder.

Recognition and Diagnosis of Bipolar Disorder

As a chronic and complex disorder with relapses and recurrences, initial diagnoses may be inaccurate because patients tend to seek treatment when depressed not manic. Physical health problems – such as diabetes, heart or thyroid disease, alcohol and substance use – may also prompt the patient to seek health care. Nonadherence to medication therapy results in relapses. Office visits, community clinics, and emergency departments are among the many locations used to access the health care system. All nurses, especially in non-psychiatric practice settings, are important to the recognition and subsequent care of patients with bipolar disorder.

An accurate diagnosis of bipolar disorder is essential to development of an effective plan of treatment.

  • Complete physical exam to eliminate other diseases causing mood
  • A comprehensive medical history considering family and socially influenced behaviors that might be contributing to changes in
  • Screening for depression to differentiate unipolar (clinical depression or major depressive disorder) from bipolar depression (occurring with mania or hypomania).

Types and Symptoms of Bipolar Disorder

According to the Diagnostic and Statistical Manual of Mental Disorders (DSM-5), bipolar disorder is a brain disorder with mood changes (APA, 2013). This independent study focuses on Bipolar I Disorder (BID) and Bipolar II Disorder (BIID).

Bipolar I Disorder (BID)

Bipolar I Disorder is characterized by mood swings and patients experience one or more episodes of full mania. Mania is intense and may last for at least a week. Episodes of depression are also present and may last for up to two weeks. Most patients have both episodes of mania and depression.  It is rare that BID patients only experience mania.

Depression typically prompts people to seek treatment. With unipolar depression such as when a person feels ‘sad’ or ‘down’ because of a situation or series of stressors, depression in bipolar disorder significantly impacts a person’s ability to function. Emotionally, patients may be despondent and display a lack interest in family, friends, school, and/or work. Previous enjoyments hold no interest or enthusiasm.

Feelings of anxiety or an inability to concentrate, agitation, irritability and guilt are common. Further, they may express feelings of worthlessness and wonder if things will ever improve. Recurrent thoughts of death may prompt suicide contemplation or attempts. If clinical depression worsens and is untreated, patients may be unable to meet basic needs unassisted. Offers to help or provide assistance may prompt irritable responses to the concerns of loved ones and health care providers. Other causes of depression related to postpartum or a personal loss should also be considered.

Mania is the “high” side of bipolar 1 disorder. Patients experiencing full mania, or hypomania, rarely seek out treatment on their own. In a manic or hypomanic phase, people believe they are just fine and often consider those trying to assist them as hostile, or misguided.

During mania, the patient’s mood is elevated and expansive; irritability is common.  They feel great about themselves and hold grand ideas for accomplishments.  They may dart from idea to idea, be easily distracted and start multiple projects which are not completed.  As energy levels rise in the manic phase, sleeping, eating and drinking are also interrupted. Speech is rapid and pressured; attempts to interrupt or redirect are difficult. While in the manic phase, patients appear euphoric and happy. Judgment and insight are impaired. Risky behaviors associated with excessive drug use, speeding, gambling, spending sprees and acting out sexually may have long term negative consequences resulting in shame and guilt.

Psychosis in persons with bipolar I disorder may develop during episodes of severe depression or mania. Delusions (false beliefs) and hallucinations (auditory or visual) are reported and usually correspond to the patient’s mood. When depressed, delusions and hallucinations are consistent with despondency. The patient may not eat because they feel worthless, imagine that they’ve done something evil, or hear a voice that says the world has ended. If manic, themes tend to be more paranoid or grandiose. There may be a fear that someone will steal their belongings or money, or that God is speaking to them as them as a special messenger.  With psychosis, a diagnosis of schizophrenia is also possible.

Bipolar II Disorder (BIID)

Bipolar II Disorder is characterized by episodes of hypomania and depression. Hypomania is less intense than full mania. BIID patients experience at least one depression episode and episodes of hypomania, but never a full manic episode. Correct diagnosis of BIID is complex process, necessitates careful evaluation of mood states, and a patient-caregiver partnership.  To avoid misdiagnosis when a patient presents with depression symptoms, it is important to evaluate if there have been any past periods of hypomania or mania which can suggest this is bipolar disorder.

Hypomania also has negative impacts on the person’s life.  As the hypomanic patient experiences an intoxicating sense of well-being, they may decide to stop medications or not participate in psychosocial treatments. At this point, they believe that they do not have bipolar disorder and/or other physical conditions. Hypomania can also progress into either a full manic or depressive episode.  Repercussions of mania or hypomania can be as devastating as the episodes of depression for patients and their significant others.

Other Bipolar Disorders

Frequent and recurring periods of hypomania and depression lasting over a period of two years, one year in children, characterizes cyclothymic disorder or cyclothymia. Previously known as ‘rapid cycling bipolar disorder,’ the name change was made with the DSM-5 (APA, 2013).   In the other unspecified and specified disorders, patients do not have symptoms that would meet criteria for BID, BIID, or cyclothymic disorder. The diagnostic category of mixed episode was changed to mixed features in the DSM-5 (APA, 2013). With a mixed features category, moods shift rapidly between mania and depression with variations in intensity and duration. This diagnostic category was established to assist with the specificity of treatment and diagnosis. After an initial diagnosis, nurses and the treatment team are just beginning a plan of care to achieve mood stability and effective outcomes.

The variability of symptoms and manifestations of bipolar disorder challenges clinicians, the patient and family members.  Key points to remember include:

  • Changes in mood – often sadness or depression to some extent – accompany many chronic health problems, or the challenges of Some neurological disorders, living with COPD, CHF or limitations in mobility or cognitive function also can impact mood and result in depression.
  • Endocrine disorders such as hyperthyroidism may affect moods or result in hyperactivity, with an inability to concentrate, or stay Hypothyroidism results in loss of interest in personal care and relationships and a tendency to avoid usual enjoyments.
  • Mood swings may stabilize with medications, so patients ‘feel good,’ think they are well, and stop taking their Other patients may not like one or more of the side effects, and stop taking their meds. Adherence to prescribed medications is a major challenge to an effective treatment plan for patients with bipolar disorder.
  • Medication prescribed for mood stabilization, treatment of depression and others have side effects. Pharmacological advances have lessened the frequency of tardive dyskinesia and extrapyramidal symptoms present in typical The atypical antipsychotics present fewer problems, but may result in tremors, restlessness and muscle rigidity.

Treatment for Bipolar Disorder

Medications and psychosocial therapies are prescribed for bipolar disorders. As with many chronic health problems, bipolar disorder patients need to take medications and learn to make life style adjustments. Managing symptoms, finding and adhering to prescribed medications and participating in psychosocial therapies assist the patient to stabilize and enhance quality of life.  Psychosocial therapies include Psychoeducational Therapy (PE), Interpersonal Social Rhythm Therapy (ISRT), Cognitive Behavioral Therapy (CBT), and Family-Focused Therapy (FFT). Integrated care involving case managers in support of medication adherence and selected psychosocial therapies is providing additional support for the patient with bipolar disorder.

Medications

Medications are prescribed to prevent acute episodes of depression or mania and to stabilize mood variability.  With a diagnosis of bipolar disorder, medication becomes a critical part of his/her treatment regimen.  Medication management is complex and can be a frustrating process for the patient and his or her health care professionals.

Unfortunately, there is no single combination of medications which works well for everyone. The right combination to manage a specific patient’s mood instability takes time and can change over time.

Frustration and feelings of futility may ensue. Jann (2014) reported that more than 75% of the patients take the prescribed medications less than 75% of the time.

Polypharmacy, drug-drug interactions, lack of adherence and side effects necessitate that nurses appreciate some nuances of medications used to treat bipolar disorders. This article provides a limited overview of medication management options. Prescription guidelines vary depending on the source and date of publication. Research on the efficacy, quality of life and cost of medication therapy is of world-wide interest. Baseline lab work is needed prior to medication therapy for newly diagnosed patients. For long term use, on-going monitoring is also indicated.

Three categories of medications are used to treat bipolar disorder: mood stabil izers, antipsychotics including atypical antipsychotics, and antidepressants. The search for a combination of medications requires patience. For the patient, side effects or a feeling of being cured contributes to non­adherence. A variety of blood tests may be indicated to identify negative consequences (Cullison & Resch, 2014).  On-going monitoring to evaluate response to medication therapy is essential. Changes to the prescribed regimen are to be expected.

Mood Stabilizers

Lithium and anticonvulsants stabilize mood swings of mania/hypomania and depression. Lithium requires blood monitoring to assure a therapeutic range, and detect problems with deteriorating renal function or hypothyroidism. Patients taking sodium valproate need monitoring of liver function.  For Lithium and other mood stabilizers such as sodium valproate and lamotrigine, side effects may include gastrointestinal problems, hair loss, motor problems, fatigue, cognitive impairment, sexual issues, weight gain, skin eruptions and visual disturbances.

Antipsychotics and Atypical Antipsychotics

Antipsychotic medications may include both older conventional drugs such as the anticonvulsants and increasingly the newer atypical antipsychotics. Their primary treatment effect is for acute mania. Anticonvulsant side effects include extrapyramidal symptoms such as tremors or muscle spasms and tardive dyskinesia. Atypical antipsychotic medications can result in metabolic changes resulting in weight gain, high lipid levels, diabetes, dizziness, constipation, skin rashes, cataracts, hypotension, heart problems, seizures, cognitive problems and involuntary movements.

Antidepressants

Antidepressants are often prescribed in combination with a mood stabilizer or antipsychotic medication. The general recommendation is to taper and discontinue antidepressants after remission (Jan, 2014). When given alone (unopposed) to patients with a bipolar diagnosis, mania may result. Finally, antidepressant mediations can cause gastrointestinal problems, agitation, insomnia, tremors, dry mouth, headaches and sexual problems.

Medication Management Challenges

Medication management can be an ongoing struggle for patients with bipolar disorder, for family and friends of the patient and the professionals treating them.  Medication nonadherence or noncompliance is a common problem and occurs for many reasons.

Medication regimens are complex and often expensive. Unpleasant side effects may be annoying and perceived as not increasing quality of life. When seriously depressed, or hyperactive, energy levels and the inability to concentrate may result in nonadherence to the complex medication plan.

When manic, the patient with bipolar disorder may believe they are well, or feel robbed of the positive feelings associated with mania. Energy, competence and creativity may be missed. When the patient feels better, even in a manic state, the patient may believe they are cured and no longer need their medications. Medication physical and emotional side effects are of great concern and cause much noncompliance. It is helpful for the nurse to ask the patient about their physical and emotional struggles for mood stability with prescribed medications. As medications may need to change, the patient s perspective on lack of adherence may be insightful.

Psychosocial Treatment

Psychosocial therapies assist patients to understand, accept, monitor and manage their disorder. With a chronic disorder that affects physical health, emotional stability and social function, involvement of an entire team is needed to stabilize the patient. All healthcare providers, nurses, advanced practice nurses, physicians and mental health professionals must communicate and coordinate for optimum results. Newly diagnosed patients need referral to mental health professionals and existing bipolar patients with physical health concerns need understanding and support during management of physical health problems. Providers focused on physical problems need to work with the patient’s mental health team to understand and more fully manage the patient’s unique needs.

All nurses need to understand that while there are some commonalities among patients with bipolar disorder, every bipolar disorder patient is unique.  A relationship with the patient, his/her family, significant other, and the patient’s mental health professionals benefits all aspects of care for this complex, perplexing and recurring disorder. Medical and nursing care providers need to have the patient’s consent to communicate with their mental health providers for care coordination and continuity. Mental health providers will assist others to better understand effective approaches with the patient, especially in crisis situations.

Evidence Based Psychosocial Treatments for Bipolar Disorder

The psychosocial treatments for bipolar disorder include psychosocial education (PE), cognitive behavioral therapy (CBT), interpersonal social rhythm therapy (IPSRT), and family-focused therapy (FFT). Swartz and Swanson (2014) reviewed the literature from1995-2013 reported the advantages of psychosocial therapies in combination with medications.

 Psychoeducation (PE)

The effectiveness of psychoeducation for individuals and groups of patients consists of a number of sessions designed to provide information about the bipolar disorder, discussion to enhance understanding and support for the emotional response to the information. Psychoeducational approach would cover such topics as:

1)    Understanding the nature of bipolar disorder and necessary treatments for management to help with stability.

2)    Knowledge about signs and symptoms, recognition of risk factors and warning signs of relapse.

3)    Development of strategies to cope with stressful life events.

4)    Recognizing and developing protective factors in their lives which support treatment compliance.

5)    How to access and utilize the health care system to manage their illness and crisis situations if they occur.

Interpersonal Social Rhythm Therapy (IPSRT) IPSRT, a short term approach, helps bipolar disorder patients recognize and manage how changes in sleep and eating routines, social stimulation and other daily routines might impact symptoms associated with mood changes. The philosophy acknowledges the interrelationship between biological and social rhythms. As evidence increases that there is a biological and/or genetic basis for bipolar disorder, IPSRT promotes efforts for stability of routines and minimization of stress. With IPSRT, patients are helped to identify and track the connection between stress and their mood symptoms. By learning new interpersonal skills promoting relationships and minimizing conflicts, the patient can adjust daily routines to achieve a balance of social stimulation with adequate rest.

Cognitive Behavioral Thera py (CBT)

Cognitive behavioral therapy is based on the belief that problematic and chronic emotions can be impacted by distorted and irrational thoughts. How a patient with a bipolar disorder percei ves and thinks about a situation can affect feelings and behaviors.  CBT therapists help patients examine how their thinking patterns impact feelings and behaviors related to acknowledging the existence of their bipolar disorder, participation in the treatment plan to achieve adherence and decrease stress.

Family-Focused Therapy (FFT)

Family-focused therapy involves psychoeducation for the patient/family along with medications for the patient. Emphasis is upon communication and problem-solving skills (Miklowitz & Chung, 2016).

Encouraging patients with bipolar disorder and family member caregivers help them to manage their illness through medication compliance and a more complete understanding of the disorder.

Co-morbidities, Mortality and Bipolar Disorder Co-morbidities are common in persons with bipolar disorder. Alcohol and drug abuse, anxiety and panic attacks are not unusual. Suicide and accident rates remain high, but only partially account for the premature death rates in persons with BD.  Patients with severe mental illness often have worse physical health than the general population. The negative impact of severe mental illness on clinical outcomes of many other chronic health conditions such as cardiovascular disease, stroke, cancer, diabetes and respiratory illness is recognized (Collins, Tranter, & Irvine, 2012; Jann, 2014; Welsh & McEnany, 2015). In a blog about the physical health and mortality of patients with severe mental illness such as bipolar disorder, Insel (2011) commented about several reports that patients with chronic mental illnesses such as schizophrenia, bipolar disorder and depression lose 25 or more years of life expectancy when compared to persons without mental illness.

Implications for Nursing Care of Patients with Bipolar Disorders and Their Significant Others Nursing care of a patient and family/significant others with bipolar disorder begins with understanding the complexity and recurrent nature of this brain disorder. In a qualitative study of persons with bipolar disorder, three areas were identified: individual, family and health system challenges (Blixen, C., Perzynski, A.T., Bukach, A., Howland, M., & Sajatovic, M., 2016). By understanding bipolar disorder and the potential physical and emotional impacts on patients and those who care about them, nurses in non-psychiatric settings can respond in helpful ways. Each encounter offers opportunities to optimize the patient’s future health status. These opportunities include consideration of safety, future health, emotional support and the environment.

Safety and emotional comfort can influence decisions to seek or participate in care.

Safety

If suicidal thoughts are expressed, or not, it is important to ask the question about whether there are thoughts or plans for self-harm. All health care professionals should screen for suicide, alcohol and/or drug use in a non-judgmental and empathetic manner. Suicide risk is increased when the bipolar patient is anxious or agitated, using drugs or alcohol. Previous suicide attempts and/or a family history of suicide also increase the risk.

  • Ask the patient about suicidal
  • Ask if the patient has a plan, or the means to carry out the
  • Take immediate steps for a suicidal patient’s safety by arranging transportation to a local emergency department, as emergency hospitalization may be
  • Arrange for prompt evaluation by a mental health

Physical Health

When there is problem with substance use, there is greater risk for physical health problems. Treatment non-compliance and suicide may result from a lack of impulse control.  Screening for substance use and encouraging the patient to accept and actively participate in treatment can also be a life-saving intervention. Do not be discouraged if the patient denies substance use, refuses help or relapses.  A non-judgmental and empathetic alliance with the patient may help future decisions. Encourage psychoeducational interventions and personal journals describing mood changes and behavior that may increase insights into the negative connection between substance use and quality life.  Managing bipolar disorder and other chronic illnesses can be a difficult journey and the nurse’s expertise and support are important to overall health.

  • Encourage screenings for prevention and/or management of common health problems (e.g. heart disease or pulmonary disease, diabetes, and stroke).
  • Promote education and insights about how substances such as alcohol, nicotine and drugs may interfere with bipolar disorder-management.
  • Encourage patients with bipolar disorder to get screenings and assist them in managing any health issues found.

Emotional Support

Listening with compassion builds a trusting relationship. This may prompt a patient with bipolar disorder and his/her family or significant others to share about living with bipolar disorder. Ask about how they think their physical and psychosocial treatments are working. Request consent to discuss their care with mental health providers.

Family and significant others are a critical support system and safety net for a person living with bipolar disorder.  These caregivers may also be exhausted, feel overwhelmed, and totally alone in their efforts to provide support.  Nurses will meet family and significant others in as many ways as they will meet the patient: in crisis situations, medical health problems, or social situations. The family may contact a patient’s medical caregiver when the patient is in crisis and does not have, or has refused, on­-going mental health assistance.

  • Listen and acknowledge expressed concerns, or any concerns that may be
  • Refer to local mental health associations or crisis centers, for information and additional
  • Encourage peer support groups and/or family-to­ family

Many national organizations such as the National Alliance on Mental Illness (NAM!) and the Depression and Bipolar Support Alliance (DBSA) have local chapters for patient and family participation.  Support from others who are trying to help a loved one cope with bipolar disorder may help with practical suggestions, or the knowledge that others understand the struggles they face.

Environment

Nurses working in any health care setting can work to make the environment friendly, less intimidating and more welcoming to patients and family members living with bipolar disorder.  All people with mental illness, including bipolar disorder, are exposed to stigma in everyday aspects of their life. Stigma about mental health can make relatively simple decisions more complicated.  Applying for a job, finding housing, or making friends are just a few of the day­ to-day challenges encountered.

  • Make certain informational pamphlets, magazine and visuals in your health settings’ waiting and public areas include mental health topics, in addition to the usual physical health materials.
  • Include concerns about stigma and mental health topics for staff educational development.

Conclusion

Working with a patient with bipolar disorder and their significant others can be difficult in non-psychiatric settings, but forming an alliance with them can be life-saving or life-enriching. The benefit of helping the patient feel comfortable in accessing health care for physical and mental health screening, prevention and care may never be known by the non-psychiatric nurse. Be assured that compassionate and empathetic communication and care does impact positive outcomes. Nurses assist patients living with bipolar disorder to manage life-threatening and life-sustaining health and emotional problems, as well providing support to their significant others.

Communication and coordination of care in partnership with mental health providers impacts the quality and length of their lives. Nurses in any setting – especially non-psychiatric nurses – are in a unique position to enhance care for the person with bipolar disorder.

Figure I

Risk Factors Contributing to Poor Physical Health in a Bipolar Disorder Patient

Health Habits

  • Poor diet
  • Inadequate exercise
  • Irregular sleep patterns
  • Smoking
  • Chronic stress responses
  • Substance use

Health Care Access and Utilization

  • Social factors -isolation, homelessness, lack of insurance
  • Lack of access to preventive healthcare or a “medical home”
  • Medication side effects used for treatment
  • Feeling stigmatized as a person with a mental disorder

Health Care System

  • Inadequate care coordination for psychiatric and physical health conditions
  • Inadequate education and staff development about bipolar disorder patient care among non-psychiatric caregivers

Figure 2

Resources for Support of the Bipolar Disorder Patient and Significant Others

Depression and Bipolar Support Alliance www.dbsalliance. org

Offers information about living with bipolar disorder

and finding support groups

Mental Health America www.nmha.org

Provides fact sheets and screening tools on bipolar disorder, including local resources

National Alliance on Mental Illness (NAMI) www.nami.org

Provides fact sheets, updates of recent research and personal accounts of living with bipolar disorder.

National Institute of Mental Health www.nimh.nih.org

Up-to-date resources and the latest research about all mental illnesses: statistics on prevalence, research about etiology, and current treatments.

 

References

 American Psychiatric Association. (2015). Help with bipolar disorders. Retrieved from httos://www.psychiatry.org/patients-families /bipolar-disorder

Blixen, C., Perzynski, A.T., Bokach , A., Howland, M., & Sajatovic, M. (2016). Patients’ perceptions of barriers to self-managing bipolar disorder: A qualitative study. International Journal Social Psychiat1 y, 62(7 ), 635- 644.

Collins, E.E., Tranter,  S.S., & Irvine, F.F. (2012). The physical  health of the seriously mentally  ill: An overview of the literature . Journal of Psychiatric and Mental Health Nursing,  19(7), 638-646.

Cullison, S.K. & Resch, W.J. (2014). How should you use the lab to monitor patients taking a mood stabilizer?

Current Psychiatry, 13(7), 51 -55.

Diagnostic and Statistical Manual of Mental Disorders: 5th Edition . (2013). Eds. American Psychiatric Association. American Psychiatric Association Publishing.

Insel, T. (2011). No health without mental health. Retrieved from

https : //www .nimh.nih.go     /about’di rectors/thomas- nsel/blog/2011 /no-health-withouL-mental-heal t h .  html

Jann, J.W. (2014). Diagnosis and treatment of bipolar disorders in adults: A review of the evidence on pharmacologic treatments. American Health and Drug Benefits, 7(9), 489-499.

Krans, B. & Cherney, K. (2016). The history of bipolar disorder. Retrieved from ht1p://www.healthline.com /health/bipolar-disorder /history-bip

Miklowitz, D.J. & Chung, B. (2016). Family-focused therapy for bipolar disorder: Reflections on 30 years of research. Family Process. 55( 3 ), 483-99. doi: 10.1 1 1 1/famp.12237.

National  Institutes of Health.  (2016).  Retrieved  from  hrtps://v1ww.nimh .nih.gov/heaHh/topics/bi polar-di   order Swartz, H. A. & Swanson, J. (2014). Psychotherapy  for bipolar disorder in adults: A review of lhe evidence.

Focus (American Psychiatric Publication), 12(3): 251-266. doi: 10:1176/appi.focus. 12.3.251

Welsh, E.R. & McEnany, G.P. (2015). Approaches to reduce physical comorbidity in individuals diagnosed with mental illness. Journal of Psychosocial Nursing and Mental Health Services, 53(2), 32-37.

Combating Lateral Violence – Post-Test and Evaluation

OUTCOME
The learner will identify at least one strategy you will implement to help decrease the incidence of lateral violence in nursing.

1.3 contact hours will be awarded for successful completion of this independent study.

This independent study was developed by: Barbara Brunt, MA, MN, RN-BC, NE-BC, FABC. The author and members of the planning committee have no conflict of interest.

DISCLAIMER

Information in this study is intended for educational purposes only. It is not intended to provide legal and/or medical advice.

The Ohio Nurses Association is accredited as a provider of continuing nursing education by the American Nurses Credentialing Center’s Commission on Accreditation (OBN-001-91).

Expires 11/2020
DIRECTIONS

1.   Please read carefully the below article “Combating Lateral Violence.”

2.   Complete and submit the post-test, evaluation form and the registration form.

The post-test will be reviewed. If a score of 70 percent or better is achieved, a certificate will be emailed to you. If a score of 70 percent is not achieved, a letter of notification of the final score and instructions on how to take second post-test will be sent to you. We recommend that this independent study be reviewed prior to taking the second post-test. If a score of 70 percent is achieved on the second post-test, a certificate will be issued.

If you have any questions, please contact the Ohio Nurses Association’s CE department at info@ce4nurses.org.

Combating Lateral Violence
By Barbara A. Brunt, MA, MN, RN-BC, NE-BC, FABC

Introduction

Lateral violence(LV) and bullying have been extensively reported and documented in the literature, yet this continues to be a problem in healthcare. This article will address current issues with the topic. The review of literature will focus on integrated reviews that highlight the extent of the problem and the impact on patient care. This is a problem that affects all types of nurses, and information on how this affects nursing students, newly graduated nurses, clinical nurses, change nurses, nurse educators, and nurse mangers will be shared. Current research studies on various aspects associated with LV will be reviewed, as well as instruments to measure LV. Finally, various strategies to combat LV will be shared.

There are many definitions relating to incivility, bullying, horizontal violence, and lateral violence. The definitions that will be used in this article are listed below:

Incivility is defined as “disrespectful, rude, or inconsiderate conduct” (Association for Perioperative Registered Nurses [AORN], 2015, p. 3).

Bullying is defined as “repeated, unwanted harmful actions intended to humiliate, offend, and cause distress in the recipient” (American Nurses Association [ANA], 2015, p. 3).

Horizontal Violence (HV) in nursing is defined as “hostile, aggressive, and harmful behavior by a nurse or a group of nurses toward a co-worker or group of nurses via attitudes, actions, words, and/or other behaviors” (Taylor, 2016, p. 1). This definition was chosen as it emphasizes it can initiated by or directed towards either a nurse or a group of nurses.

Lateral Violence (LV) describes behaviors intended to demean, undermine and/or belittle a targeted individual working at the same professional level (Sanner-Steihr & Ward-Smith, 2017). This article will use the term lateral violence to encompass the behaviors of incivility, bullying, and horizontal violence. However, the specific terms used by authors will be included with information about their findings.

Review of Literature
Lateral violence is a huge problem in nursing, and many authors have completed literature reviews that highlighted both the extent of the problem and common characteristics (Bambi et al., 2018; Pfeifer & Vessey, 2017; Roberts, 2015; Sidhu & Park, 2018; Wilson, 2016).

Bambi et al. (2018) reviewed 79 original papers to determine the prevalence and factors related to workplace incivility, lateral violence, and bullying among nurses. Some of the rates they found were very high – the overall percentage of workplace incivility ranged between 67.5 % and 90.4%, with workplace incivility among peers being higher than 75%. Workplace incivility had a high correlation with burnout, emotional exhaustion, absenteeism, cynicism, and poor job satisfaction. There was a much wider range in the reported prevalence of both lateral violence (from 1% to 87.45%) and the prevalence of bullying (from 2.4% to 82%). The authors concluded that workplace incivility, lateral violence, and bullying are widespread in the nursing profession, and that the consequences can be serious for the victims and the organization. Prevention must become a priority.

In a study specific to bullying and LV in Magnet™ organizations, Pfeifer and Vessey (2017) completed a review of 11 articles and found this problem continues to exist and remain a large issue even in Magnet™ settings. It has been postulated that because Magnet™ organizations promote a culture of collegiality and teamwork, they also reduce the occurrence of disruptive behaviors. Their review found prevalence rates of 27.3% to 84.8% for staff nurses. One study found that Magnet™ nurses reported significantly less nursing hostility than non-Magnet nurses, but 48.7 % of Magnet nurses still indicated that they experienced it either daily or weekly. They coded four overarching management themes from the articles, which focused on:
a. Policy development and implementation
b. Education and training
c. Surveillance and reporting
d. Accountability

Given the detrimental nature of LV, it is essential that nurses collaborate to create an organizational culture based upon shared respect and collegiality. By working together, leaders can help to establish a just culture – where nurses feel supported, psychologically safe, and are able to provide high-quality patient care.

Roberts (2015) reviewed 30 years of research on LV in nursing. The most commonly cited theoretical explanation for LV was based on the oppressed group behavior theory described by Freire in 1971. Although there have been many recommendations to change the cycle of LV, Roberts only found two intervention studies in the literature. One focused on a team-building intervention and the other discussed an orientation program encouraging new nurses to use cognitive rehearsal (pre-scripted responses) to shield from LV. The literature verified that LV, bullying, and incivility exist within the nursing workforce. These problems are directly related to patient safety concerns, lack of job satisfaction, and decreased retention. Better clarification of these concepts and their etiology is needed for interventions to be planned, executed, and evaluated. Leadership and empowerment of nurses were necessary to decrease disruptive behaviors.

Nursing students’ curriculum was the focus on an integrated review by Sidhu & Park (2018). They reviewed 61 articles to examine the concept informing educational interventions, skills, and strategies that addressed the bullying of nursing students. Concepts identified included empowerment, socialization support, self-awareness, awareness about bullying, collaboration, communication, and self-efficacy, which all linked to empowerment. Active teaching methods that gave students opportunities to practice skills were the most effective. The authors identified seven specific strategies educators could use to empower nursing students and address bullying on an individual and organizational level.

Wilson (2016) completed a review of 28 articles in the literature on bullying. He concluded that an average of 20-25% of nurses in a range of countries report that they have experienced bullying behavior in their work setting. Common behaviors identified were being humiliated, having information withheld needed to perform their work, and being given unreasonable targets and deadlines to meet. The main impact was psychological distress, depression, and a negative impact on patient care. The authors concluded there needs to be a zero-tolerance attitude and prompt action for colleagues and managers to combat and eradicate bullying behaviors.

Several nursing organizations have developed position statements or toolkits to address this issue. ANA published a position statement on incivility, bullying, and workplace violence, outlining specific responsibilities for both registered nurses and employers (ANA, 2015). AORN published a position statement on a healthy perioperative practice environment, noting that disruptive behaviors such as incivility, bullying, and LV interfere with interprofessional and intraprofessional cooperation and partnerships (AORN, 2015). The American Organization of Nurse Executives and Emergency Nurses Association developed guiding principles and a toolkit to mitigate violence in the workplace (Chappell, 2015). The Joint Commission (TJC) issued a quick safety advisory titled “Bullying has no place in health care” (TJC, 2016) and a sentinel event alert on physical and verbal violence against health care workers (TJC, 2018).

Lachman (2014) noted that disruptive behaviors are a violation of the Code of Ethics for Nurses. The first three provisions explain the fundamental values and commitments of the nurse. Provision one requires that the nurse practices with compassion and respect for the inherent dignity, worth, and unique attributes of every person. Provision 1.5 deals with the relationships with colleagues and others. The principle of respect for persons extends to all individuals with whom the nurse interacts. The nurse maintains compassionate and caring relationships with colleagues and others with a commitment to fair treatment of individuals. Clearly this prohibits nurses from engaging in LV. Collaboration requires mutual trust, recognition and response among the health care team, shared decision making about patient care and open dialogue among all parties. The ANA Code of Ethics provides a guide for quality care and ethical obligations in professional nursing practice in today’s healthcare environment (Brunt, 2016).

Specific groups affected by LV
All groups are affected by LV and much has been written about specific groups. This next section will summarize findings relating to the various groups. General information on observers and enactors will be shared, followed by information related to nursing students, newly graduated nurses, clinical nurses, charge nurses, nurse educators, and managers.

MacCurtain and colleagues (2017) examined bystander responses to bullying and actions that influenced decisions to intervene. Their findings came from an analysis of 2,979 responses from nurses in Ireland. The most pervasive reaction to witnessing incidents of bullying was to discuss it with colleagues. They suggested psychological safety (feeling secure and safe to task risks within the team or organization) influenced bystanders’ perception of safety and influenced their response. Bystanders play a critical role in finding a solution to workplace bullying. Bystander action alerts the perpetrator to their action and others’ reaction to it, creating a potential social pressure (or formal sanctions) to change behaviors. They concluded peer, supervisory, and organizational safety and support are important factors in determining whether the bystander would stand back or step in.

Researchers have suggested that HV may be so integrated in the nursing culture that individual nurses do not recognize it when they witness or experience it. Taylor (2016) studied nurses’ perceptions of HV and identified five themes. These were:
1. Behaviors are minimized and not recognized
2. Fear inhibits all reporting
3. Avoidance and isolation are coping strategies
4. Lack of respect and support
5. Organizational chaos

The findings suggested that interventions must address a range of factors that perpetrate HV within the nursing work environment and consider the complexity of this phenomenon.

After the initial research study, Taylor and Taylor (2017) postulated that nurses do not recognize HV when they witness or experience it and identified an alternative approach to address this issue as part of a qualitative research study on enactors of horizontal violence. Observation, document review, and semi-structured interviews in two inpatient hospital units were conducted in 2012, which identified three distinct types of enactors of HV. These were the pathological bully, the self-justified bully, and the unprofessional co-worker. They found that the unprofessional co-worker was the most frequent type and found those behaviors in every period of observation lasting more than a couple hours. Behaviors included eye-rolling, gossiping, face-making and shouting or using a condescending tone of voice. Nurses socialized to accept these behaviors as part of the job may not recognize them as aggressive. They indicated resources should be redirected towards addressing some of these lower-level behaviors and developing instruments to measure these enactor types.

Experiences with LV do not begin once an individual becomes a nurse but start in nursing education programs. Bowllan (2015) and Courtney-Pratt and colleagues (2017) described nursing students’ experiences with bullying. Bullying impacts students’ self-esteem, ability to learn, and capacity to positively socialize to the profession of nursing. Prevalence varied from 44% to over 95%. Perpetrators included clinicians, facilitators, academic educators and fellow students. This undermined students’ confidence and perception of competence and led them to question their career choice. Strategies identified by nursing students to cope with or manage the bullying included avoidance, trying to “just survive,” as well as seeking support from trusted academic staff, family and friends. Courtney-Pratt and colleagues (2017) concluded that reporting structures and support strategies need to be reexamined and resilience training is imperative. Additional interventions identified by Bowllan (2015) included assisting students with insight into the prevalence and nature of bullying behaviors, teaching coping skills to deal with these, providing opportunities for students to discuss the impact of bullying, and performing self-reflective exercises to enhance awareness about their personal and professional value systems. Furst (2018) explored nursing students’ experience with LV and its impact on career choice satisfaction and found a significant negative correlation between experiences of LV and career choice satisfaction.

Two authors described specific educational interventions to help nursing students deal with this problem. Gillespie et al. (2017) described the development of a multicomponent, multiyear educational program for nursing students. It included the following components:
1. A 25-slide web-based voiceover presentation intended to be viewed annually by all junior and senior nursing students as part of their annual mandatory training.
2. A 10-slide, classroom-based guided assessment for junior students during the fall semester.
3. A practicum-based debriefing guide to be used by faculty members teaching junior or senior level nursing clinical practice.
4. A classroom-based role play simulation developed for fall semester senior level nursing students.

Responses from students and faculty involved in the pilot program indicated the need to incorporate the program into additional nursing courses beginning during the sophomore year of the curriculum.

Palumbo (2018) studied incivility in nursing education and proposed using an e-learning module that was developed to help educate nursing students on how to recognize incivil behaviors within themselves, as well as others, and ways to combat it. Using a pretest/posttest model, results showed the nursing students obtained increased self-efficacy in their ability to define, direct, and combat actions. Incivility and ways to intervene were presented using voice-over slides, video scenarios, and embedded quizzes. Students were provided example of incivility in numerous formats including written, verbal and non-verbal forms and were provided with a code of conduct. This module could serve as a model and template for schools of nursing to help provide effective education and help in the eradication of academic incivility for future generations of nurses.

Numerous studies on LV with newly licensed nurses across the globe have been published. Studies from Iran, South Korea, Canada, and the United States addressed this problem. Ebrahimi et al. (2017) explored the Iranian nurses’ use of LV against newly graduated nurses through a qualitative study. They identified four categories of violence during their analysis: psychological violence, verbal violence, physical violence, and source of violence. In their study they interviewed experienced nurses who themselves committed workplace violence or witnessed it against newly graduated nurses. Recommendations included preparation of nurses for supporting newly graduated nurses, training newly graduated nurses how to deal with LV, holding sessions with nurses and newly graduate nurses, ensuring access to support and evaluation of behaviors of staff toward them by leaders, and identifying and resolving causes of violence such as staff shortages, and improper management.

Other authors (Rush, Adamack, Gordon, & Janke, 2014) focused on transition programs to support new graduates. They examined the relationships between access to support, workplace bullying and new graduate nurse transition within the context of new graduate transition programs. As part of a mixed-methods study, 245 new Canadian graduates completed an online survey approximately one year after starting employment as a registered nurse (RN). In this study 39% of the respondents indicated they experienced bullying or harassment and indicated the greatest need for support was at 1-3 months. The authors found that participation in a formal transition program improved access to support and transition for bullied graduate nurses and suggested these programs include bullying prevention strategies as well as education/training for preceptors, unit staff, and mentors to ensure they understood how to be a helpful resource for new graduate nurses.

New nurse retention was the focus of two articles. Chang and Cho (2016) examined the relationship between workplace violence and job outcomes and Weaver (2013) studied the effects of HV and bullying on new nurse retention. Chang and Cho defined workplace violence to include physical, verbal, sexual and emotional abuse. They reported on the first phase on a longitudinal study tracking RNs for 3 years. Almost 60% of the 312 respondents indicated experiences with verbal abuse and over 25% of the respondents had experienced bullying behaviors. Job satisfaction, burnout, commitment to the workplace, and intent to leave were the job outcomes measured. Verbal abuse and bullying were found to have a strong negative association with job outcomes. Their study suggested that improving workplace safety by managing workplace violence could significantly affect the job outcomes of newly licensed nurses.

Weaver (2013) examined the effects of HV and bullying on newly graduated nurses and described potential strategies to break the chain of violence. The consequences of interpersonal violence included financial loss for hospitals and negative psychosocial effect and poor retention of new graduate nurses. To combat this problem individual nurses and healthcare organizations need to develop appropriate interventions. Education and mentoring may help but ultimately it is the responsibility of the individual to police his or her actions and refrain from participating in interpersonal conflict. For issues of HV to be eliminated, individuals must be willing to report incidences, so they can be addressed. Zero-tolerance policies can prevent bullying and HV but must be enforced to be effective.

As noted in the literature, LV is pervasive among all nurses, and numerous authors have studied this among clinical nurses. Zhang et al. (2017) studied 3,865 nurses from 28 hospitals in China and found that verbal abuse was the most prevalent form of violence at 61.25%. They found that nurse who have less experience, work a rotating roster, work in emergency or pediatric departments, have low empathy levels, and who work in poor nursing environments have greater odds of experiencing violence. They suggested that nurse leaders provide or enhance support for clinical nurses.

Myers et al. (2016) explored 126 clinical nurses’ experiences with HV in three diverse non-affiliated organizations within the United States. Respondents identified HV at all organizational levels, including individual, group/unit, supervisory/administrative, and institutional. The authors identified solutions to HV, including education/training, having/showing respect, being accountable, communicating appropriate behaviors, and intervening as necessary. Nurse managers need to continue to address HV by using a variety of known tactics, as well as adopting new evidence-based interventions as they are identified. In addition, they concluded that professional nursing organizations should continue to disseminate antibullying messages.

Predictors of nurses’ experience of verbal abuse was studied by Keller, Krainovich-Miller, Budin, and Djukic (2018). They examined individual, workplace, dispositional, contextual, and interpersonal predictors of RNs’ reported experiences of verbal abuse from RN colleagues in a secondary analysis of a larger research study. Their sample of 1,208 nurses in this study found significant predictors of RNs’ experience of verbal abuse by RN colleagues in all categories. One individual (marital status), three workplace characteristics (setting, schedule, and role), as well as one dispositional (negative affectivity), one contextual (organizational constraint) and two interpersonal factors (distributive justice and workgroup cohesion) were significant predictors of RN’s experience of verbal abuse by RN colleagues. They concluded that leaders, in collaboration with clinical nurses, might consider practice approaches to remove organizational constraints and increase group cohesiveness.

One multi-intervention strategy to minimize HV in the acute care setting for clinical nurses was described by Parker et al. (2016). Evidence-based interventions to create a nurse-led culture to address HV included policies, behavioral performance reviews, and staff/manager educational programs. They implemented organizational, leadership, and individual interventions, beginning with an educational program involving unit and departmental council leaders to share knowledge and raise awareness of the dynamics and prevalence of HV among staff and to develop a plan to minimize HV at the unit level. The Force of Excellence Day Away retreat was attended by unit-based Magnet™ champions, leaders of unit councils (staff nurses, unit managers and nursing directors), nursing professional development practitioners, and the Chief Nursing Officer. Individuals who attended the retreat were expected to take the information back to their home unit. To sustain the initiative, the nursing shared governance structure allowed for ongoing discussion and incorporation of tips, adjustments and best practices. At the organization level, there was top-down, bottom-up commitment to zero tolerance of HV and clear performance expectations to ensure sustainability. Individuals were encouraged to use the phrase “Remember the Promise” as universal messaging to hold peers accountable and curtail negative behavior.

Another group affected by HV is charge nurses. Longo, Cassidy, and Sherman (2016) collected data from a convenience sample of 366 charge nurses and found they also regularly experienced HV. As nurse manager administrative responsibilities have expanded, they depend on charge nurses to assume responsibility for quality outcomes and to help meet the increasing number of organizational performance measures. As a result, the charge nurse has a strong influence on the health of the work environment and the quality of care provided in patient care areas. The most frequent type of HV experienced by charge nurses was inappropriate emotional and verbal behaviors from other nurses. To properly address HV, charge nurses need to be empowered. Education and administrative support are essential elements needed by the charge nurse. Longo et al. (2016) concluded a shared organizational vision for a healthier work environment would contribute to the quality and safety of patient care.

Nurse educators can help combat LV in both the educational and clinical setting. Sanner-Steir and Ward-Smith (2017) conducted a review of the literature to determine the potential for nursing faculty to change the cycle of lateral violence. From their review, they recommended three main strategies for nursing faculty to use to reduce incidence of LV and help students manage this phenomenon. First, curricular content should address integrating LV content into simulation experiences and facilitating that knowledge into clinical experiences. Second, codes of conduct should guide behavior for both students and faculty. Finally, as role models, faculty should be aware of their own behaviors, role modeling respectful communication, facilitating a courteous academic environment, and developing nurses capable of identifying and appropriately responding to LV. These same strategies can be used by nursing professional development (NPD) practitioners in the clinical setting.

In another study, Sanner-Steihr (2018) explored the impact of a cognitive rehearsal intervention of nursing students’ self-efficacy to respond effectively to disruptive behaviors. A total of 129 nursing students enrolled in their final academic year participated in this study. Data were collected immediately prior to and following the education, and again at three months. Measures of self-efficacy and knowledge remained significantly increased three months after the intervention compared to pre-test. She concluded cognitive rehearsal interventions can increase self-efficacy to respond to disruptive behaviors with sustained effects up to three months later. Her findings confirm the need for educators to provide response strategy education in curricula.

Managers play an important role in holding staff accountable for LV behaviors and several authors examined various factors related to leadership style, as well as specific interventions. Kaiser (2017) examined the impact of leadership styles on the reported rates of nurse-to-nurse incivility.
There were 237 participants defined as “staff nurses” who participated in this study. Transformational leadership style had the strongest correlation with low levels of incivility. Staff input and leaders/staff teamwork also influenced staff incivility. Although their data found an association between leader behaviors and the levels of incivility among nurses, there is no clear indication that leadership style directly relates to the levels of incivility among nurses. Rather, data indicate that leadership behaviors such as staff empowerment and relational factors can be a vehicle to positively impact nurse-to-nurse relationships.

Olender (2017) looked at the relationship between, and factors influencing, staff nurse perceptions of nurse manager caring (NMC). She assessed 156 staff nurses self-report of NMC and their exposure to negative acts. As staff nurses’ perceptions of NMC increased, their perception of exposure to bullying significantly decreased. Her study highlighted the importance of caring leadership to reduce exposure to bullying behaviors. The data lend support to the idea of educating nurse managers relating the application of caring behaviors to support staff at the point of care.

Instead of looking at manager characteristics, Skarbek and colleagues (2015) examined which manager interventions were deemed to be effective and what environmental characteristics cultivated a healthy, caring work environment. This qualitative study identified four themes: (a) awareness, (b) scope of the problem, (c) quality of performance, and (d) healthy, caring environment. Findings indicated mandated antibullying programs were not as effective as individual manager interventions. Systems must be in place to hold individuals accountable for their behavior. Communication, collective support, and teamwork are essential to create environments that lead to the delivery of safe optimum patient care.

Research Studies on Factors Associated with LV
This next section will outline some research studies on various results associated with HV, such as intent to help, intent to leave, psychological distress, teamwork, job satisfaction, med errors, and impact on nurses’ health.

Baez-Leon and colleagues (2016) explored factors influencing intention to help and helping behavior in witnesses of bullying in nursing settings. Three hundred and thirty-seven witnesses completed self-report measures of variables predicting intention to help and helping behavior. There was a large amount of evidence from research on bullying that suggested that witnesses can greatly influence both the onset and development of bullying. Five measures were developed to examine several variables that might function as predictors of intention to help and helping behavior. These were guilt, tension, identification with the work group, support to peers’ initiative to intervene, and absence of fear retaliation. Participants reported intention to help was propelled by feelings of tension, group identify, support to peer’s initiative and absence of fear or retaliation. Helping behavior, however, was only driven by the absence of fear of retaliation. Fear of retaliation seems to be a factor preventing witnesses from acting to help victims, and this should be taken into consideration when designing and implementing policies against bullying.

Intent to leave due to perceptions of HV in staff nurses was studied by Armmer and Ball (2015). A random sample of 104 registered nurses from a Midwestern hospital completed a demographic information form, the Briles’ Sabotage Savvy Questionnaire (BSSQ) and the Michigan Organizational Assessment Questionnaire (MAOQ). Correlations indicated a significant positive relationship between perceptions of HV and intent to leave. Results also indicated the longer nurses were employed the more likely they were to perceive themselves as victims of HV. Younger nurses indicated more willingness to leave a position due to perceived HV than older nurses. Strategies to address to impact of HV are needed. Workplace strategies could include mentoring, ongoing assessment of organizational climate, and zero tolerance for HV.

Berry et al. (2016) reported phase one study results examining the relationship of psychological distress and workplace bullying (WPB). The study was designed to determine the differences in perceived stress, anxiety state, and posttraumatic stress symptoms using workplace bullying exposure levels and select nurse characteristics. Participants completed the Negative Acts Questionnaire (NAQ), a Perceived Stress Scale, a state anxiety scale, a Posttraumatic Stress Disorder Checklist (PCL-C), and a demographic questionnaire. Almost one-third of the respondents in this study reported WPB behaviors at least twice weekly, with almost 60% feeling targeted and unable to defend themselves. WPB was linked to stress, anxiety, and posttraumatic stress symptoms unrelated to the demographic characteristics. Nurse leaders need to coach nurses on professional expectations to address WPB behaviors.

The impact of teamwork on WPB was studied by Logan and Malone (2017). In this study 128 nurses in two hospitals completed three surveys: attitude about team work survey, team characteristics survey, and negative intention questionnaire. Nearly all respondents agreed or strongly agreed that a team approach is an effective method for providing patient care, that the team approach results in better care, that communication is essential, and that each member needs to spend time and energy to make the team work. Thirty-one percent of the respondents reported experiencing WPB in the 6 months preceding the survey. They found the presence of team characteristics such as leadership, communication, cooperation, balanced participation, and conflict resolution related to low levels of bullying. Nurse managers can promote effective teams and reduce bullying by designing and implementing relevant policy and training.

The mediating role of peer relationships between HV and job satisfaction was described by Purpora and Blegen (2015), in addition to the association between nurse and work characteristics and job satisfaction. An anonymous four-part survey of a random sample of 175 RNs in California provided the data. A statistically significant negative relationship was found between HV and peer relationships and job satisfaction and a statistically significant positive relationship was found between peer relationships and job satisfaction. Data suggest that peer relationship can attenuate the negative relationship between HV and job satisfaction. The authors concluded that leaders should consider peer relationships as an important factor when considering effective interventions that foster hospital nurses’ job satisfaction in the presence of HV.

The impact of LV and bullying on patient care has been a topic of numerous studies. Wright and Khatri (2015) looked at the relationship with psychological/behavioral responses of nurses and medical errors in relation to bullying behaviors. They compared three types of bullying (person-related, work-related, and physically intimidating) with the outcomes of psychological/behavioral responses and medical errors. Health care organizations need to reduce negative components that impact nurses’ job performance and their mental and physical health. The sample included 241 participants who completed the Negative Act Questionnaire-Revised, and outcomes were measured with a modified version of Rosentein and O’Daniel’s job performance scale. Person-related bullying showed a significant positive relationship with both psychological/behavioral responses and medical errors, while work-related bullying showed a significant positive relationship with only psychological/behavioral responses. Physically intimidating bullying did not show a significant relationship to either outcome. Health care organizations should identify bullying behaviors and implement bullying prevention strategies to reduce these behaviors and the adverse effects they have on outcomes.

Sauer and McCoy (2017) examined the impact of bullying on nurses’ health. Their sample of 345 nurses licensed in one state completed questionnaires on demographics, bullying, physical and mental health, stress, and resilience. In this sample 40 % of nurses were bullied, and a higher incidence of bullying was associated with lower physical health scores and lower mental health scores. Nurses who were bullied had significantly higher stress scores and significantly lower resilience scores. This can decrease the nurses’ quality of life and impede their ability to deliver safe, effective patient care.

The effect on patient care and patient safety was furthered described in an integrative review by Houck and Colbert (2017). They examined 11 studies that made an association between perceived WPB and patient safety. Seven themes were identified that harmed patients or posed a risk to patients, which were: 1) patient falls, 2) errors in treatment or medication, 3) delayed care, 4), adverse event or patient mortality, 5) altered thinking or concentration, 6) silence or inhibits communication, and 7) patient satisfaction or patient complaints. The results of these studies indicated that WPB in the work environment jeopardized patient safety. Participants perceived WPB as a threat to safety in 9 of the 11 studies. It is crucial to understand the association between WPB and patient safety so that effective policies and interventions can be developed that support a change in the culture of healthcare to one that is respectful of all individuals.

Purpora and Blegen (2012) developed a conceptual model to illustrate how the quality and safety of patient care could be affected by HV. In their model peer communication is hypothesized as one of many important contributions to protecting patients from harm and is positively related to the quality and safety of patient care. Safety needs and psychological noise provide the link between HV and peer communication. Using safety needs and psychological noise to link them, the proposition is that HV is negatively related to peer communication; that is, as HV increases, peer communication decreases. This model was supported in a study conducted by Purpora, Blegen, and Stotts (2015). HV was inversely related to peer relations and quality of care, and positively related to errors and adverse events. Including peer relations in the analyses altered the relationship between HV and quality of care but not between HV, errors, and adverse effects. Supportive peer relationships were important to mitigate the impact of HV on quality of care.

Instruments
The most common instruments used to measure LV in nursing are the Negative Acts Questionnaire-Revised developed by Einarsen, Hoel, and Notelaers (2009), the Horizontal Violence Scale (Longo & Newman, 2014) and Lateral Violence in Nursing Survey (Nemeth et al., 2017).

The NAQ-R is an instrument designed to measure nurses’ perceptions about the prevalence of HV in their workplace. This 22-item scale asked nurses how frequently they had experienced negative behaviors such as “being exposed to an unmanageable workload” or “being humiliated or ridiculed in connection with your work” within the six months prior to survey completion. Response choices ranged from 1 (never) to 5 (daily). Overall scores were summed with a total possible score ranging from 22 to 110. The higher the score, the more often nurses experienced negative acts in their workplace.

The Horizontal Violence Scale (HVS) is a 23-item 4-point Likert scale used to determine the existence and extent of HV in practice settings. It can be used to augment the study of the work environment, especially in relation to healthy work environments. Longo and Newman (2014) described the development and psychometric testing of this scale, including content validity, construct validity, and results of the testing of the instrument.

Nemeth et al. (2017) described the development and validation of the Lateral Violence in Nursing Survey (LVNS). The LVNS is a 23-item survey focusing on the prevalence and seriousness of LV, causes and other aspects of LV within the workplace. This could provide leaders with an evidence-based tool to assist with retention and developing a positive unit tone. The LVNS can be used to validate the prevalence and seriousness of LV on a nursing unit or within an entire nursing service.

Strategies to Combat Lateral Violence
The next section will review specific strategies identified to deal with LV. There has been a plethora of literature addressing ways to deal with this issue.

Castronovo, Pullizzi and Evans (2016) proposed a unique solution to deal with nurse bullying behaviors in the workplace. They believe to resolve the problem of nurse bullying the solution must include an incentive for institutions to implement the necessary interventions and to ensure they are effective. Currently the Hospital Consumer Assessment of Healthcare Providers and Systems (HCAHPS) has a survey which measures patients’ perceptions of hospital care. The authors proposed a national standardized measurement tool be developed and implemented pertaining to the level of nurse bullying and that it be factored into the calculation of the value-based incentive payment in the Hospital Value-Based Purchasing program. A survey like the HCAHPS could be developed to measure nurses’ perspectives of workplace bullying. They further proposed that the outcome of the surveys be made available to the public as an added feature on the Hospital Compare website, which is currently used with respect to HCAHPS.

One of the strategies proposed by Egues and Leinung (2013) included education. Workshops, evaluated through pretests/posttests and written evaluation, revealed increased knowledge about concepts of LV and their application to the workplace, recognition of LV, and methods of dealing with LV in nursing. Other strategies included conscientiously and consistently role modeling exemplary behaviors, engaging in personal self-reflection, drafting policies for prevention and reporting, working as a team, and taking care of oneself. Changes to address and strategize against LV must be supported.

Cognitive rehearsal as an intervention against incivility and LV has been discussed by several authors. Dr Griffin first described it as an intervention in 2004 and updated the literature and reviewed the use of cognitive rehearsal as an evidence-based strategy ten years later (Griffin & Cark, 2014). She defined cognitive rehearsal as a behavioral technique consisting of three parts:
 Participating in didactic instruction about incivility and LV
 Identifying and rehearsing specific phrases to address incivility and LV
 Practicing the phrases to become adept at using them

The use of this strategy has been replicated in subsequent studies and found to be an effective way to prepare nurses to identify and address incidents of LV. Cognitive rehearsal can take on various forms. For example, the TaemSTEPPS approach (Agency for Healthcare Research and Quality, 2014) is a communication tool designed for healthcare professionals which provides an evidence-based framework to improve patient safety within healthcare organizations. CUS, an acronym for Concerned, Uncomfortable, and Safety is one communication structure provided by Team STEPPS. This can be adapted for cognitive rehearsal by the following response: “I am Concerned about the tone of this interaction. I am Uncomfortable and beginning to feel stressed. I’m worried that my discomfort and stress may impact the Safety of our patients. Please address me in a respectful way.” (Griffin & Clark, 2014, p. 7).

Koh (2016) also addressed the use of cognitive rehearsal as a strategy to manage WPB. He completed a literature review of 9 articles published from 2005 to 2015 and suggested that cognitive rehearsal scripted responses empowered nurses with knowledge and confidence to manage workplace violence. He found it to be an effective individual tool for enabling individuals to protect themselves against workplace violence.
Effective policies are required to deal with bullying behaviors. Johnson (2015) focused on policy development based on suggestions from research and practice to craft effective anti-bullying policies. She suggested including representatives from the various groups who will be affected by the policies, to allow them an opportunity to comment to provide buy-in. Successful policies are clear and concise, and contain the following elements: an introduction, an outline of the roles and responsibilities of organizational members in workplace bullying management, and the actions that employees and managers can take in response to workplace bullying. Policies are only effective if members of the organization are aware of them and utilize them. Support for policies needs to come from all levels of administration, and education needs to recur frequently.

Keller, Budin, & Allie (2016) described how a task force to address bullying was used to implement an antibullying program. Nursing leadership at a Magnet™-designated academic medical center identified bullying as a priority that needed to be addressed, since the current policy and anonymous hotline for reporting behaviors were not effective. Twenty staff nurses and nurse leaders across the organization volunteered to join the group. They surveyed nurses with the NAQ-R to assess the current state. Results were consistent with findings from other studies. Results were shared with staff and an educational module was developed to put on the hospital’s online learning platform. They developed a “BE NICE” Champion Program. This acronym stood for:
 Bullying
 Elimination
 Nursing
 In a
 Caring
 Environment

The purpose of the program was to provide participants with the tools needed to identify signs of bullying, support peers, and ultimately eliminate bullying in the workplace. This 3 to 4-hour, face-to-face program, led by task force members, included presentation, demonstrations, role-playing, and opportunity for practice. The bullying intervention strategy used was called the 4Ss: stand by, support, speak up, sequester. Two one-hour follow-up sessions were held six months after the initial program to allow champions to discuss their experiences and to assist the task force in prioritizing future directions. The author concluded that although adoption of positions statements and standards of practice has helped health care organizations better address bullying in the workplace, a bullying task force can further foster a healthy and caring work environment.

Using simulation to teach responses to LV was outlined by Sanner-Stiehr (2017). Simulation provided an effective platform for delivering education. Objectives reflected restoring respectful communication and ensuring delivery of safe patient care, which are ultimately compromised when LV occurs. Simulations designed to teach LV response strategies can be presented as stand-alone scenarios or integrated into existing patient care simulations. Debriefing, which allows time for the participants to reflect on their experience, remained the most important step in the process. This allowed participants to apply response strategies learned in the simulation to similar situations. This is a strategy that can be used in nursing education programs, as well as programs for clinical staff.

Taylor and Taylor (2018) indicated that efforts to address HV have not proven effective to date. Context is recognized as a contributing factor, and they suggested moving the focus away from the individual and investigating systems contributions to use existing quality improvement (QI) frameworks. Framing HV as a quality improvement concern meant treating all instances of HV and related behaviors as QI incidents. This requires that all staff have the following:
1. Awareness of HV and the ability to identify interpersonal interactions that have negative personal and/or organizational consequences as potential QI incidents.
2. The analytic tools and skills to conduct root cause analysis of these incidents, and
3. The ability to act based on the root cause analysis including development of interpersonal and intrapersonal skills to address perpetrator, victim/target, and audience/bystander roles, and the ability to identify systems failures contributing to unnecessary workarounds and stress.

They concluded framing HV and related behaviors as a QI concern would allow institutions to use existing QI framework and work within an existing QI culture.

Bartholomew (2014) outlined several best practices to eliminate HV. These included nurturing our young, awareness and prevention, managerial response, organizational opportunities, and individual responses. Education should start in nursing schools and continue with nurse residency programs. Awareness is the key to prevention for all staff members. Managers need to hold staff accountable, being persistence and consistent with their responses. Organizations need a coordinated approach to this issue. Enacting a twofold model (i.e. increasing a healthy environment while simultaneously decreasing hostility) is the most effective approach that managers can take to enact change at the organizational level. Individual nurses need to assess the role they play in ending or perpetuating HV and take an active role in addressing instances of HV.

All of us as nurses need to be aware of the problems related to LV and implement strategies as individuals and in our practice settings to combat this problem. The incidence is not decreasing, despite numerous studies and strategies to combat it. Lateral violence is detrimental to patient safety and should not be allows to continue. This is a serious problem and it is imperative that the profession addresses this problem. Nurses, individually and collectively, must enhance their knowledge and skills in managing conflicts and promote workplace policies to eliminate LV.

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Combatting Lateral Violence

Contact Hours Awarded: 1.3 Contact Hours
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Ohio Nursing Law and Rules: The Basics Every Nurse Needs to Know – Post-Test and Evaluation

DESCRIPTION

This independent study has been developed for nurses who are new to Ohio and who must complete two contact hours of continuing education on Ohio Law and rules in order to be eligible for licensure by endorsement.

OUTCOME

The nurse will have an increased knowledge of Ohio Nursing Law and Rules as it pertains to their practice.

2.0 contact hours of Nursing Law and Rules (Category A) will be awarded for successful completion of this independent study.

This independent study was developed by: Jan Lanier, JD,RN. This study was reviewed and updated by Jessica Dzubak, MSN, RN.

There is no conflict of interest among anyone with the ability to control content of this activity.

DISCLAIMER

Information in this study is intended for educational purposes only. It is not intended to provide legal and/or medical advice.

The Ohio Nurses Association is accredited as a provider of continuing nursing education by the American Nurses Credentialing Center’s Commission on Accreditation (OBN-001-91).

Expires 5/1/2021
DIRECTIONS

The post-test will be reviewed. If a score of 70 percent or better is achieved, a certificate will be sent to you. If a score of 70 percent is not achieved, a letter of notification of the final score and a second post-test will be sent to you. We recommend that this independent study be reviewed prior to taking the second post-test. If a score of 70 percent is achieved on the second post-test, a certificate will be issued.

If you have any questions, please contact the Ohio Nurses Association’s CE department at info@ce4nurses.org.

STUDY

This independent study is intended for the nurse who is new to Ohio who must complete two hours of continuing education on Ohio laws and rules in order to be eligible for licensure by endorsement.  (Rule 4723-7-05 (B)(4) Oh Adm. Code).  It will also provide any nurse who is practicing in Ohio a refresher course on key laws and rules regulating nursing practice.  It begins with information about the Board of Nursing, its make-up and responsibilities; and then focuses on laws and administrative rules that are likely to affect a nurse’s daily practice.

Nurses are responsible for knowing the law and rules of the state in which they are practicing.  While there may be similarities from state-to-state there are also key differences.  In addition, laws and rules change frequently and some of those changes may be significant.  So while every effort is made to ensure this study includes the most current information, if you have questions be sure to check the laws and rules via the Board of Nursing web site (www.nursing.ohio.gov).

Board of Nursing in Ohio

The Board of Nursing (Board) is a public body whose sole purpose is to protect the public, in part by ensuring its licensees and certificate holders are at least minimally competent to practice and by taking action when a licensee poses a threat to public safety.  Part of the executive branch of government, the Board’s 13 members are appointed by the governor to serve a four-year term, and they may be re-appointed for one additional term.  The eight registered nurses (RNs), two of whom must be advanced practice registered nurses (APRNs)[1]; four licensed practical nurses (LPNs); and one consumer member are charged with issuing licenses to qualified individuals, approving pre-licensure nursing education and other training programs, and taking disciplinary action when a licensee violates Section 4723.28 Ohio Revised Code (ORC). The Board meetings (held at the Board office in Columbus in January, March, May, July, September and November) are open to the public.  Meeting materials are posted on the Board’s web site immediately prior to each meeting along with specific meeting dates and times.  The 13-member Board appoints the executive director, and the executive director then names additional staff members who carry out the directives of the appointed Board members. (Section 4723.05 ORC).

The Board has authority over only the individuals it regulates.  As the largest regulatory board in the state, the Board has jurisdiction over 280,000 individuals.  That includes RNs, LPNs, APRNs, dialysis technicians, community health workers, and medication aides.  Not on that list are medical assistants, state-tested nurse aides, patient care technicians or associates, physician assistants, hospitals, nursing homes, clinics etc.

In addition to having specific responsibilities defined by the Nurse Practice Act (also known as Chapter 4723 of the Revised Code or the law regulating nursing practice) the Board also has rule making authority relative to its statutory responsibilities.  Rules of the Board can be found in Chapters 4723-1 through 4723-27 of the Ohio Administrative Code (OAC). The Board is charged with enforcing the laws enacted by the Ohio General Assembly that affect nurses and nursing practice.  Typically, the law (found in the Revised Code) sets out what is required, while the rules (found in the Administrative Code) are more detailed and describe how the requirements are met.  The rules must be consistent with the law, and once adopted the rules have the force and effect of law.  Therefore, nurses must be aware of both the law and the rules in order to make sure their practice is in keeping with all legal requirements.

TAKE AWAYS

√    The Board of Nursing was established to protect the public.

√    Laws regulating nursing practice differ from state to state.

√    The law enacted by the General Assembly is often less detailed than rules adopted by the Board of Nursing. The law tells nurses what they must do. The rules explain how the legal requirements are to be met.

√    The Ohio Board of Nursing regulates RNs, LPNs, APRNs, dialysis technicians, community health workers, and medication aides.

√      Information about the Board and Ohio nursing laws and rules can be found at the Board’s website: www.nursing.ohio.gov.

Licensing competent individuals

Requirements for licensure

In order to engage in the activities that comprise the practice of nursing in Ohio one must hold a current valid Ohio license.  (Section 4723.03 ORC).  (More about those activities later in this study).  The law in Ohio does not differentiate as to whether the individual is engaged in nursing practice for compensation or without compensation.  In other words, an individual who volunteers to provide care that would constitute the practice of nursing in Ohio may do so ONLY if holding a current valid Ohio license (unless the individual meets one of the exceptions set out in Section 4723.32 (ORC) described more fully below).

An initial license to practice nursing in Ohio may be obtained by examination or endorsement.  A license by examination is awarded to an individual who has never been licensed to practice as a nurse in any state and who has completed an approved pre-licensure nursing education program and received a passing score on the NCLEX-RN or NCLEX-PN ® examination.  The applicant must also complete a criminal records check.  (Rule 4723-7-02 OAC).  An individual who holds a current valid license to practice nursing in another state or jurisdiction may apply for licensure by endorsement.  That applicant must also complete a criminal records check.  (Rule 4723-7-05 OAC).  A nurse may be licensed simultaneously in multiple states but must meet each state’s renewal requirements to ensure that the license is considered current and valid in that location.  Only in certain circumstances (described more fully below) may a nurse who is licensed in another state engage in nursing practice in Ohio based on valid licensure held elsewhere.

An APRN license is awarded to an RN who has earned a graduate degree in a nursing specialty or related field that qualifies the individual to sit for the certification examination of a national certifying organization accepted by the Board, and who has successfully passed that certification examination.

A license is valid for a defined period of time—generally two years depending upon when the initial license is issued.  For LPNs the license must be renewed in the even-numbered years and for RNs (including APRNs) renewal is in the odd-numbered years.  Effective in 2016, licenses expire as of November 1st of the renewal year.  Renewal applications must be submitted to the Board by September 15th.  Failure to do so will subject the licensee to a late fee of $50 in addition to the renewal fee of $65 for an RN or LPN license.  APRNs must hold both an RN and APRN license. The fee for renewing the APRN license that includes prescriptive authority is $135.  The fee for initial licensure by examination or endorsement is $75 for RNs and LPNs and $150 for APRNs.   Licensure fees are set in statute (Section 4723.08 (ORC) and therefore can be changed only through legislative action.  Regulatory boards in Ohio must generate sufficient revenue to be financially self-sustaining.  That means fees collected by the Board are the sole source of revenue used to support its activities.  No taxpayer dollars are allocated.

The Board will send out a license renewal notice via the U.S. mail to remind nurses that renewal begins July 1st and to provide them the information needed to access the online renewal process.  These notices will be sent to the licensee’s last known address; and for security reasons, the notice will not be forwarded should the licensee no longer live at that address.  It is important, therefore, for nurses to keep the Board apprised of address changes.  In fact every licensee is required to give the Board written notice of a change of name or address within 30 days of the change. (Section 4723.24(B) ORC). Failure to do so could result in licensees not receiving critical information from the Board.

Licensure exceptions—Section 4723.32 ORC

Not surprisingly, with every law there are also exceptions or exemptions.  Ohio allows individuals to engage in nursing practice without an Ohio license in the following circumstances:

  • Students enrolled in and actively pursuing completion of a nursing education program, including graduate degree programs if:
    • The program is located in Ohio and approved by the Board or by another board in a jurisdiction that is a member of the National Council of State Boards of Nursing;
    • The student is acting under the auspices of the program; and
    • The student is under the supervision of an RN faculty member.
  • Individuals rendering medical assistance to licensed physicians, dentists, or podiatrists if the individual is under the direction, supervision, and control of the licensed physician, dentist, or podiatrist.
  • Individuals employed as nursing aides, attendants, orderlies, or other auxiliary workers in patient homes, hospitals, home health agencies, or similar institutions.
  • Individuals providing care to family members or in emergency situations.
  • Individuals caring for the sick when doing so in connection with the practice of religious tenets of any church by or for its members.

Section 4723.32 ORC.

These exemptions may seem broad, but all associated restrictions or limitations must be met before the exemption applies.  For example, a nursing student is allowed to engage in activities reserved to licensed nurses, such as medication administration, ONLY if the student is doing so as part of an educational program’s clinical experience.  Students who work in a health care setting outside of that nursing education program framework are considered unlicensed persons and may engage only in activities that any other unlicensed persons may perform.

Ohio also recognizes that individuals holding current valid licenses to practice nursing in a state other than Ohio may engage in certain activities in Ohio without an Ohio license.  Those activities include:

  • Discharging official duties while employed by or under contract with the United States government.
  • Transporting a patient into or out of Ohio as long as each trip does not exceed 72 hours.
  • Consulting with an individual in Ohio who is licensed to practice a health-related profession.
  • Teaching as a guest lecturer at a nursing education program, nursing continuing education, or in-services.
  • Evaluating nursing care on behalf of an accrediting organization.
  • Providing nursing care to someone who is in Ohio on a temporary basis not to exceed six months in a calendar year if the nurse is directly employed by or under contract with a person acting on the patient’s behalf.
  • Providing nursing care during an officially declared disaster.

Section 4723.32 ORC

The exemptions are intended to strike a balance so that licensure requirements do not hamper legitimate activities while still ensuring the public is protected from unsafe nursing practices.  It is important for nurses going to another state to engage in nursing practice to check that state’s licensure requirements to avoid unexpected challenges, pitfalls, and possible criminal prosecution.

Ohio law does not provide an exemption or exception from licensure for nurses practicing electronically across state lines.  Should a licensed nurse located in a state other than Ohio engage in activities that would be considered the practice of nursing in Ohio for a patient located in Ohio, the nurse would need to hold an Ohio license.  While some states have enacted the multi-state licensure compact that allows nurses in those states to practice in other compact states on a single license, Ohio is not part of the compact.

The Board has no jurisdiction or authority over unlicensed individuals who engage in nursing practice or who hold themselves out as nurses.   The only recourse the Board has is to submit its findings to a county prosecutor for possible criminal prosecution for engaging in the unauthorized practice of nursing, which is a felony.

TAKE AWAYS:

√    If practicing nursing in Ohio, an individual must be licensed by the Board to do so even if the nurse is activing in a volunteer capacity.

√    Licenses must be renewed every two years – LPNs in even-numbered years; RNs, including APRNs, in odd-numbered years.

√    Exemptions to the licensure requirement exist, but they have specific criteria, all of which must be met for the exemption to apply.

√    A state’s licensure exemptions will vary so a nurse should check a state’s practice act before engaging in practice there, even on a temporary basis. To find a link to boards of nursing in other jurisdictions, go to: www.ncsbn.org.

Protected titles

In addition to authorizing the holder to engage in the practice of nursing, the license also entitles the holder to use the titles protected under Ohio law.  Those titles include licensed practical nurse (LPN), registered nurse (RN) advanced practice registered nurse (APRN), APRN-CRNA (for a certified registered nurse anesthetist) APRN-CNS ( for a clinical nurse specialist)  APRN-CNP (for a certified nurse practitioner) and APRN-CNM (for a certified nurse midwife).  In addition, individuals may not use any other title that implies the person is authorized to practice nursing.  Examples include but are not limited to graduate nurse (GN) or trained nurse (TN). (Sections 4723.03 & 4723.44 ORC).  Using a protected title without a nursing license is a felony of the 5th degree for the first offense and a felony of the 4th degree for each subsequent offense. An RN, LPN, or APRN who uses the protected title when holding a lapsed or inactive license is guilty of a minor misdemeanor, which is a criminal offense and could lead to other disciplinary action by the Board.  (Section 4723.99 ORC).  A nurse whose license is on inactive status or has lapsed may not use the protected titles.

License preclusion

Not everyone who applies for a license to practice nursing in Ohio is eligible to receive one.   An individual who has been convicted of, pleaded guilty to, or had a judicial finding of guilt to specific criminal offenses are totally precluded from licensure in the state.   Those offenses include: aggravated murder, murder, voluntary manslaughter, felonious assault, kidnapping, rape, sexual battery, gross sexual imposition, aggravated arson, aggravated robbery, and aggravated burglary.  (Section 4723.092 ORC).  Individuals seeking an Ohio license who have been convicted or had a judicial finding of guilt relative to criminal offenses other than the ones noted above may or may not be granted a license.  In these cases, the Board will consider the circumstances surrounding the offense and will decide whether the potential licensee poses any danger to the public.  If the Board members decide to issue a license it may include restrictions that limit the job locations or positions the nurse may hold.

TAKE AWAYS

√    ONLY an individual hold a current, valid Ohio license may use the titles protected under Ohio law. Those titles include LPN, RN, and APRN. A nurse whose license has lapsed or is on inactive status may not use the licensure title.

√    An individual without a valid Ohio License to practice nursing may not use any title that leads the public to believe the individual is a nurse.

√    Engaging in the unauthorized practice of nursing is a criminal offense.

√    Licensees must notify the Board of Nursing in writing within 30 days of a change of name or address. Failure to do so could mean the nurse will not receive renewal notices or other important information from the Board.

Defining nursing practice—Scope of Practice

Because the unauthorized practice of nursing is a criminal offense, it is important for the law to define that practice so the public has notice of what is prohibited and nurses know what their license authorizes them to do.  The definition section (4723.01 ORC) of the law regulating nursing practice contains what is commonly referred to as the nurse’s “scope of practice”.  Each state defines nursing practice, but the definitions may vary from state to state.  There is no national scope of practice.  For that reason, it is important to be familiar with each state’s requirements.  Generally, the RN’s scope is more consistent between states than are the scopes of practice for LPNs and APRNs.

Because RNs, LPNs, and APRNs frequently work together, it is important to be aware of the scopes of practice for each.  It is also important to know that employers may restrict what nurses may do in their particular workplace but may not expand the legal scope of practice.  That means, for example, Ohio restricts the activities LPNs may engage in with respect to intravenous (IV) therapy.  An employer may adopt a policy that prohibits LPNs from administering any IV medications, but it may not adopt a policy that expands the LPNs’ authority in that regard beyond what is allowed by law.

Many nurses would like to have their practice more clearly defined, perhaps identifying in law specific tasks or activities that they may perform.  While that may appear to be a way to eliminate or minimize scope of practice questions, it would not allow nurses to adapt to the ever-changing technology and other advances that characterize health care today. Revisions to scope of practice language must be enacted by the legislature, which can be a long process fraught with many pitfalls and often, significant opposition.  For that reason, the definitions of practice for licensed nurses are purposefully non task-specific.

The current scope of practice for both RNs and LPNs in Ohio was defined in large part in 1988.  Before that revision, nursing practice was defined as anything nurses learned in a nursing education program.  The 1953 definition was severely limiting nursing practice so the changes made in 1988 were intended to allow more flexibility.  At that time, however, some influential interest groups believed nurses were trying to infringe on the practice of medicine so much of the definitional language adopted by the legislature reflects compromises that allowed certain emerging concepts to become part of the law.  For example, nursing diagnosis, health assessment, and nursing regimen were controversial concepts so they were defined using terminology that distinguishes the nurse’s role from that of the physician relative to these activities.

It is important that RNs understand the scope of practice for LPNs and the legal relationship between RNs and LPNs created by the scope language set out in the law.  An RN may be directing the LPN’s practice; however, directing is NOT the same as delegating.  The differences are subtle and will be discussed later in this study.

Scope of practice:  RNs

In Ohio, the practice of nursing by RNs includes five independent functions that a nurse may engage in without specific orders or directions to do so.  These activities are inherent expectations of all RNs regardless of practice location or specialty.  The independent functions include:

  • Identifying patterns of human responses to actual or potential health problems amenable to a nursing regimen;
  • Executing a nursing regimen through the selection, performance, management, and evaluation of nursing actions;
  • Assessing health status for the purpose of providing nursing care;
  • Providing health counseling and health teaching; and
  • Teaching, administering, supervising, delegating, and evaluating nursing practice

(Section 4723.01 (B) ORC)

The law goes on to define “nursing regimen” as preventative, restorative, and health promotion activities. (Section 4723.01(C) ORC).  “Assessing health status” means the collection of data through nursing assessment techniques which may include interviews, observation, and physical evaluation for purposes of providing nursing care (Section 4723.01 (D) ORC). Note the repeated use of the word “nursing” throughout the scope of practice language to make clear the individual is not engaging in the practice of medicine.  In fact, RNs and LPNs are explicitly prohibited from engaging in medical diagnosing, the prescription of medical measures and the practice of medicine or surgery or any of its branches.  (Section 4723.151 ORC).   The prohibition found in Section 4723.151 ORC does not apply to APRNs who are acting within their scope of practice.

The only dependent component of RN practice is administering medications, treatments, and executing certain medical regimens.  These activities must be authorized (ordered) by individuals authorized to practice in Ohio who are acting within their professional practice. (Section 4723.01 (B)(5) ORC).  In other words, a registered nurse may not administer medication without a valid order from an authorized individual to do so.  RNs may not prescribe, which means a medication order must be specific with respect to dosage, indications for administering the drug, time, and route of administration.  Failure to heed this limitation could result in a charge of practicing medicine without a license.

Scope of practice: LPNs

The scope of practice for LPNs includes no independent functions or activities.  An LPN must practice under the direction of a registered nurse, physician, physician assistant, dentist, podiatrist, optometrist, or chiropractor.  (Section 4723.01 (F) ORC).  “Direction” does not mean over-the-shoulder supervision. Rather, there must be someone who is communicating or has communicated a plan of care to the LPN. (Rule 4723-4-02 (B)(6) OAC). The LPN contributes to the development of the plan of care but cannot independently develop or revise it.

Nursing care provided by LPNs includes:

  • Observation, patient teaching, and care in a diversity of health care settings;
  • Contributions to the planning, implementation, and evaluation of nursing;
  • Administering medications and treatments authorized (ordered) by an individual who is authorized to practice in Ohio who is acting within their professional practice provided the LPN has successfully completed a course in basic pharmacology either in a pre-licensure education program approved by the Board or a post licensure basic pharmacology course approved by the Board (Section 4723.17 ORC);
  • Administering to an adult appropriately authorized IV therapy within the requirements set forth in Section 4723.18 ORC (described more fully below);
  • Delegating nursing tasks as directed by a registered nurse. Note: if the LPN is being directed by a non-nurse, the LPN may not delegate nursing tasks; and
  • Teaching nursing tasks to LPNs and individuals to whom the LPN is authorized to delegate nursing tasks.

(Section 4723.01 (F) ORC)The Board through its rules specifies that RNs and LPNs apply the nursing process when engaging in practice.  The process is cyclical and the nurse’s action should respond to the patient’s changing care needs.  An RN is expected to use clinical judgment in establishing and revising the patient’s nursing plan of care (Rule 4723-4-07 OAC) while LPNs contribute to the care plan, they may not act independently to develop or change it.

LPNs and IV therapy

LPNs in Ohio have very specific requirements and limitations they must adhere to with respect to IV therapy.  In order to be authorized to engage in any of the allowable activities the LPN must have completed a course in IV therapy that includes 40 hours of training approved by the Board.  The curriculum must include the anatomy and physiology of the cardiovascular system, signs and symptoms of local and systemic complications in administering IV fluids and antibiotic additives and guidelines for management of these complications.  The course must also include a testing component.

When the LPN is providing IV therapy at the direction of an RN the RN must be readily available at the site where the IV therapy will be done, and the RN must personally perform an on-site assessment of the patient who will receive the IV therapy.  LPNs my provide IV therapy only to an adult.

(Section 4723.18 ORC).

LPNs may NOT do the following with respect to IV therapy:

  • Initiate or maintain blood or blood products;
  • Initiate or maintain solutions for total parenteral nutrition;
  • Initiate or maintain cancer therapeutic medications including but not limited to chemotherapy and anti-neoplastic agents;
  • Initiate or maintain solutions administered through any central venous line or arterial line or any other line that does not terminate in a peripheral vein,
    • except that a licensed practical nurse may maintain the following solutions—dextrose 5%, normal saline, lactated ringers, sodium chloride .45%, sodium chloride 0.2 %, sterile water;
  • Administer any new investigational or experimental drug;
  • Initiate intravenous therapy in any vein, except in a vein of the hand, forearm, or antecubital fossa;
  • Discontinue a central venous, arterial, or any other line that does not terminate in a peripheral vein;
  • Initiate or discontinue a peripherally inserted central catheter;
  • Mix, prepare, or reconstitute any medication for intravenous therapy,
    • except an antibiotic additive;
  • Administer medication via the intravenous route, including all of the following activities:
    • Adding medication to an intravenous solution or to an existing infusion,
      • except the following:
        • Initiate an intravenous infusion containing one or more of the following elements: dextrose 5%, normal saline, lactated ringers, sodium chloride .45%, sodium chloride 0.2 %, sterile water;
        • Hang subsequent containers of the intravenous solutions specified above that contain vitamins or electrolytes, if a registered nurse initiated the infusion of that same intravenous solution;
        • Initiate or maintain an intravenous infusion containing an antibiotic additive;
      • Injecting medication via a direct intravenous route,
        • except heparin or normal saline to flush an intermittent infusion device or heparin lock including, but not limited to, bolus or push;
      • Change tubing on any line including, but not limited to, an arterial line or a central venous line,
        • except tubing on an intravenous line that terminates in a peripheral vein; and
      • Program or set any function of a patient controlled infusion pump.

(Section 4723.18 ORC).

To summarize that can be very confusing language, LPNs who have completed the required IV therapy course may do the following for an adult patient:

  • Change tubing on an IV line that terminates in a peripheral vein;
  • Inject IV heparin or normal saline to flush an intermittent infusion device or heparin lock including bolus or push;
  • Initiate an IV infusion containing one or more of the following dextrose 5%, normal saline, lactated ringers, sodium chloride .45%, sodium chloride 0.2%, and sterile water;
  • Hang subsequent containers of the above IV solutions that contain vitamins or electrolytes if an RN initiated the infusion of that same IV solution;
  • Initiate or maintain an IV infusion containing an antibiotic additive;
  • Use only the veins of the hand, forearm, or antecubital fossa when performing IV therapy;
  • Maintain an IV administered through any central venous or arterial line of the following solutions dextrose 5%, normal saline, lactated ringers, sodium chloride .45%, sodium chloride 0.2%, and sterile water.

“Maintain” is defined as administering or regulating an IV according to the prescribed flow rate (Rule 4723-17-01 (E) OAC).  An “adult” is defined as anyone who is 18 years of age or older.  (Rule 4723-17-01 (A) OAC).

LPNs who have NOT successfully completed the required IV therapy course may do the following regardless of the patient’s age:

  • Verify the type of peripheral intravenous solution being administered;
  • Examine a peripheral infusion site and the extremity for possible infiltration;
  • Regulate a peripheral intravenous infusion according to the prescribed flow rate;
  • Discontinue a peripheral intravenous device at the appropriate time; and
  • Perform routine dressing changes at the insertion site of a peripheral venous or arterial infusion, peripherally inserted central catheter infusion, or central venous pressure subclavian infusion. (Section 4723.181 ORC).

 TAKE AWAYS – LPNs & IV Therapy

LPNs who complete the required IV therapy course may for adults only: LPNs who have not completed the IV therapy course may regardless of the patient’s age:
Change tubing on an IV line that terminates in a peripheral vein Verify the type of peripheral IV solution being administered
Inject IV heparin or normal saline to flush an intermittent infusion device or heparin lock including bolus or push Examine a peripheral IV site and the extremity for possible infiltration
Initiate an IV infusion containing one or more of the following: dextrose 5%, normal saline, lactated ringers, sodium chloride .45%, sodium chloride 0.2%, and sterile water Regulate a peripheral IV infusion according to the prescribed flow rate
Hang subsequent containers of the above IV solutions that contain vitamins or electrolytes if an RN initiated an IV of the same solution Discontinue a peripheral IV device at the appropriate time
Initiate or maintain an IV infusion containing an antibiotic additive Perform routine dressing changes at the insertion site of a peripheral venous or arterial infusion, peripherally inserted central catheter infusion, or central venous pressure subclavian infusion
Use only the veins of the hand, forearm, or antecubital fossa when performing IV therapy
Maintain an IV administered through any central venous or arterial line of the following solutions: dextrose 5%, normal saline, lactated ringers, sodium chloride .45%, sodium chloride 0.2%, and sterile water.


Scope of practice: APRN’s

With the passage of HB 216 by the legislature in late 2016, several significant changes were enacted that affect the APRN scope of practice.  While the law continues to define APRNs as including CRNAs, CNPs, CNMs and CNSs, nurse anesthetists have significant differences from other APRNs with respect to their authorized activities.  Most notably, CRNAs do NOT have prescriptive authority and practice with physician supervision.  All other APRNs have prescriptive authority and practice in collaboration with a physician pursuant to a standard care arrangement.

The legislation also eliminated the requirement that newly licensed APRN prescribers complete an externship before obtaining a certificate to prescribe (CTP).  As April 4, 2017 the Board will issue an APRN license (rather than a certificate of authority or COA) that includes prescriptive authority.[2]

The scope of practice for all APRN specialty designations recognizes that advance practice requires knowledge and skill gained from advanced formal education, training, and clinical experience. (Section 4723.01(P) ORC). Specific scope of practice language for each APRN designation can be found in Section 4723.43 ORC.

  • Practice as a CNM includes:
    • Management of preventive services and primary care services to women antepartally, intrapartally, postpartally, and gynecologically;
    • Performing episiotomies and repairing vaginal tears.
    • A CNM may not perform version, deliver breach or facial presentations, use forceps, do any obstetrical operation or treat an abnormal condition except in an emergency. (Section 4723.43 (A) ORC).
  • Practice as a CRNA includes:
    • Administering anesthesia induction, maintenance, and emersion in the immediate presence of a physician, dentist, or podiatrist;
    • Pre-anesthesia preparation and evaluation, post anesthesia care and clinical support functions under the supervision of a physician, dentist or podiatrist.
    • The CRNA who is supervised by a dentist or podiatrist may perform only the anesthesia procedures the dentist is authorized to perform and may not administer general anesthesia in a podiatrist’s office. (Section 4723.43(B) ORC).
  • Practice as a CNP includes:
    • Prevention and primary care services;
    • Services for acute illnesses; and
    • Evaluation and promotion of patient wellness.
    • If collaborating with a podiatrist, the CNP is limited to procedures the podiatrist is authorized to perform. (Section 4723.43 (C) ORC).
  • Practice as a CNS includes:
    • Providing and managing care of individuals and groups with complex health care problems;
    • Providing health care services that promote and manage health care.
    • If collaborating with a podiatrist, the CNS is limited to procedures the podiatrist is authorized to perform. (Section 4723.43 (D) ORC).

Protecting the public in an evolving health care system

Nursing care is not static.  As technology evolves, care that may have once been considered the practice of medicine may be seen as appropriately within a nurse’s scope.  The Board recognizes the inevitability of change, and through its rules establishes factors that must be considered before a nurse provides care that is beyond basic preparation.   The nurse must:

  • Obtain education from a recognized body of knowledge;
  • Demonstrate the knowledge, skills, and ability to provide the care; and
  • Document completion of both the required education and demonstration of skills needed to safely provide the care.

The care in question must not be prohibited by any other law or rule and there must be an appropriate order to perform the tasks associated with the care.  (Rules 4723-4-03 and 4723-4-04 OAC).  An order does not, however, authorize a nurse to act outside his/her legal scope of practice.  That means an RN or LPN may not perform a surgical procedure or diagnose a medical condition even if a physician orders him/her to do so.

Because the Board’s focus is solely on public safety, it is concerned about the competency of the individuals it licenses both initially and on an ongoing basis.  In addition to knowing their scope of practice, nurses are expected to be competent practitioners of nursing.  Competent practice includes maintaining current knowledge of duties, responsibilities and accountability as well as consistent performance of all aspects of care.  This expectation is particularly important when a nurse is considering whether to engage in or perform a specific task, procedure, or activity.   The nurse must have both the knowledge needed to consistently perform the task, procedure, or activity safely and be able to recognize complications should they arise.   The nurse must also have the ability to refer or consult and provide appropriate intervention to address the complications.   (Rules 4723-4-03 (C) & 4723-4-04 (C) OAC.  Often it is the latter factor, dealing appropriately with complications, that is the most crucial issue to be considered when determining whether to engage in a particular activity.

TAKE AWAYS

√    There is no national scope of practice for nurses. Each state defines nursing practice and those definitions are the scope of a nurse’s practice when he/she is practicing in that state.

√    RNS have 5 independent activities they are allowed to engage in without need for a specific order to do so. Administering medications and performing medical treatments, however, are dependent functions and require a valid order for both RNs and LPNs.

√    LPN always must work at the direction of a physician, dentist, optometrist, podiatrist, chiropractor, registered nurse, or a physician assistant.

√    APRNs (other than CRNAs) working pursuant to the scope of practice for their particular specialty designation may diagnose and prescribe. CRNAs do not have prescriptive authority in Ohio.

√    Simply because a task or activity is within a nurse’s legal scope of practice is not enough. The nurse must also have the knowledge, skills and ability to safely perform the task in the clinical setting in which it will be performed. Safe practice means knowing how to do the task correctly and having the means to recognize complications when they arise and appropriately respond to those complications.

Delegation and Direction

Delegation

The scope of practice for nurses recognizes that delegation of certain aspects of nursing care is an independent function for RNs, and LPNs may delegate nursing tasks but only at the direction of an RN.  The Board adopted a series of rules setting out standards nurses must use when delegating these activities.  (Chapter 4723-13 OAC).  Delegation is defined as the “transfer of responsibility for performance of a selected nursing task from a licensed nurse authorized to perform the task to an individual who is not so authorized.” (Rule 4723-13-01(B) OAC). A nursing task is defined as those activities that constitute the practice of nursing including assistance with activities of daily living that are performed to maintain or improve the patient’s well-being when the patient is unable to perform that activity for him or herself.  (Rule 4723-13-01(I) OAC).  While nurses may delegate a task, that action does not absolve them of responsibility with respect to the patient’s overall care needs.  The nurse must make sure the task is performed as delegated and take action if it is not in order to make certain the patient’s safety is maintained and care needs are met.

The rules addressing delegation do not include a list of activities or tasks that can always be delegated because no task is always delegable.  Whether to delegate a task is left to the nurse’s clinical judgment based on the complexity of the task, the patient’s health status, the skill of the unlicensed person who will perform the task, and the availability of necessary resources and supervision.  (Rule 4723-13-05 OAC).  For a task to be delegable certain criteria must be met.  Those criteria include:

  • The task requires no judgment based on nursing knowledge and expertise;
  • The results of the task are reasonably predictable;
  • The task can be performed safely according to exact unchanging directions with no need to alter the standard procedures for performing the task;
  • Performance does not require repeated nursing assessments; and
  • The consequences of incorrectly performing the task are minimal and not life threatening.

Rule 4723-13-05 (D)(6) OAC.

Given the stringent criteria for defining a delegable task, the administration of medication is not generally considered delegable.  There are exceptions, however, that allow delegation to occur.  Nurses may delegate:

  • Over-the-counter topical medications applied to intact skin to improve a skin condition or provide a barrier; and
  • Over-the-counter eye drops, ear drops, suppositories, foot soak treatments and enemas.

Rule 4723-13-05 (C) OAC

An APRN may delegate medication administration to an unlicensed person if:

  • The drug is one the APRN may prescribe; and
  • The drug is not to be administered in a hospital inpatient care unit, a hospital emergency department, a free-standing emergency department, or an ambulatory surgical facility.

Section 4723.489 ORC

Ohio law explicitly authorizes unlicensed assistive personnel to administer medications in certain specific settings, for example public schools.  If a school district has established a policy that authorizes unlicensed individuals to administer medications, no nurse delegation is needed.  (Section 3313. 713 ORC).  Within specific developmental disability care sites the law allows certain medications to be administered without delegation while others require nurse delegation.  (Sections 5123.4 et. seq. ORC and Rules 5123:2-6-01 to 5123: -6-07 OAC).  If delegation is required, the nurse must act in accordance with the requirements and limitations set out in Chapter 4723-13 OAC. (Rule 4723-13-02 OAC).

Additionally, Ohio law recognizes “assistance with self administration of medications” when the activity occurs in a facility where the substantial purpose of the setting is not the provision of health care.  An unlicensed person acting without delegation may:

  • Remind the individual when to take the medication & observe to ensure the medication is taken according to directions on the container;
  • Bring the medication in its container to the individual, and if the individual is physically unable to do so, open the container; and
  • Remove the oral or topical medication from the container and if the individual is physically impaired place a dose of medication in another container and place that container to the mouth of the individual. (Rule 4723-13-02 OAC)

When a licensed nurse delegates a task, the nurse must supervise the performance of the task.  Supervision does not mean over-the-shoulder observation.  Rather it means initial and ongoing procedural guidance and evaluation.  Adequate communication regarding the nurse’s expectations is critical to successful, safe delegation.

If the substantial purpose of the setting in which the delegation is occurring is the provision of health care services, the supervision must be on-site.  However, if the purpose of the setting is other than the provision of health care, the supervision may be indirect, but the nurse must always be accessible electronically.  When not required to be on site, several factors must be considered by the nurse when making a decision regarding delegation.  Those factors include:

  • The number of individuals needing nursing care and their health status;
  • The types and number of nursing tasks being delegated; and
  • The continuity, dependability, and reliability of the unlicensed individual.

If the license nurse is responsible for more than one site, the distance and accessibility of each setting and any unusual problems that may be encountered must also be considered, as must the availability of emergency aid if needed.

Rule 4723-13-07 OAC.

Direction

LPNs work at the direction of RNs, which means the RN communicates a plan of care to the LPN.  (Rule 4723-4-01 (B) (6) OAC).   When directing an LPN the RN must assess:

  • The condition of the patient, including the patient’s stability;
  • The type of care the patient requires;
  • The complexity and frequency of the nursing care needed; and
  • The training, skill, and ability of the LPN being directed.

Rule 4723-4-03 (K) OAC

TAKE AWAYS

√    The scope of practice recognizes that delegation is an independent function for RNs.

√    LPNs may delegate to an unlicensed person and must delegate according to standards established by the Board. A physician, dentist, podiatrist, chiropractor, optometrist, and physician assistant may not direct the LPN to delegate nursing care. Only the RN may do so.

√    The delegating nurse remains responsible for the overall outcome when a task is performed by an unlicensed person.

√    Medication administration is not, typically, a delegable task for RNs and LPNs; however, APRNs may delegate the administration of mediations in certain non-hospital settings.

Maintaining a license

Consistent with its obligation to protect the public from unsafe nursing practice, the law authorizes the Board to establish criteria, including continuing education requirements, licensees must meet to renew a license.  The Board also is authorized to revoke, suspend, or restrict a license should it find a licensee has engaged in activities that constitute a violation of certain provisions of law set out in Section 4723.28 ORC.  These activities are intended to help the Board ensure the ongoing competency and safe practice of its licensees. 

Continuing education

In order to be eligible to renew a nursing license in Ohio (EXCEPT the first renewal following initial licensure by examination) the licensee must complete 24 hours of continuing nursing education (CE), one hour of which must be directly related to the laws and rules pertaining to the practice of nursing in Ohio, so-called Category A continuing education.  (Section 4723.24 ORC).  Effective April 4, 2017 APRNs must obtain an additional 24 hours of continuing education to renew an APRN license and 12 of those hours must include advanced pharmacology. (Section 4723.24 ORC).   If a nurse completes more than the required 24 (or 48) hours during a renewal cycle those additional hours may NOT be applied to future renewal periods.  Continuing education requirements are described in more detail in Board rules found in Chapter 4723-14 (OAC).  A licensee may also use a one-time only waiver to renew a license without obtaining the requisite continuing education.  The waiver request must be submitted in writing and once requested it may not be withdrawn.  Once that waiver option is used it may never be used again. (Rule 4723-14-03 (G) OAC).

Ohio accepts, for continuing education purposes, both independent studies as well as faculty-directed activities.  In fact, nurses may rely on independent studies to satisfy all hours of the CE requirement if they choose to do so.  Regardless of the format of the study or activity, the nurse must maintain documentation or verification of completion of the CE that is issued by the CE provider.  The nurse must retain this documentation for six years or three renewal cycles.

As part of the renewal process, the nurse will be asked to attest to having met the CE requirement, and the Board may ask the nurse to verify that the attestation is accurate.  When this CE audit is conducted, the nurse must provide the requested documentation—the relevant CE certificates.  Failure to do so before November 1st will result in a lapsed license.  (Rule 4723-14-03 OAC).  If a license is lapsed or on inactive status for more than two years, the nurse must complete 24 hours of prescribed CE that includes the following content:

  • Two contact hours on scope of practice, standards of safe practice, and delegation;
  • Six contact hours addressing the nursing process and critical thinking, clinical reasoning, or nursing judgment related to patient care;
  • Six contact hours in pharmacology, drug classification, medication errors, and patient safety;
  • Two contact hours related to clinical or organizational ethics; and
  • Eight contact hours related to the nurse’s particular practice.

Rule 4723-14-03 OAC.

Individuals taking college courses may apply the credit hours earned in those courses to satisfy the CE requirement.  One credit hour earned in an academic semester is equivalent to 15 contact hours of CE; one credit hour earned in a quarter system is equivalent to 10 contact hours; and one credit hour earned in a trimester system is equivalent to 12 contact hours.  (Rule 4723-14-04 OAC).  However, if the college course work does not include the content required to meet the Category A law and rules requirement, the nurse would need to obtain that hour through an approved continuing education program designated as a Category A presentation.

Although Ohio is fairly generous in its determination of what constitutes acceptable continuing nursing education, there are specific exceptions to that flexibility.  The following activities cannot be used to satisfy the 24 hours of CE required for license renewal:

    • Repetition of an activity with identical content and outcomes within a single reporting period;
    • Self-directed learning such as reading texts or journal articles not approved as an independent study;
    • Participation in clinical practice or research;
    • Personal development activities;
    • Professional meetings or conventions except for portions designated as CE
    • Membership in professional organizations; and
    • CE ordered by the Board as a result of disciplinary action Rule 4723-14-05 (OAC)
    • Note: Community service or volunteer practice does not qualify as continuing education except in the following circumstances: An RN or LPN who serves as a volunteer for indigent and uninsured persons, without compensation, may use up to 8 hours of the volunteer service towards their CE requirement. One hour of CE may be awarded for each 60 minutes documented as spent providing uncompensated health care services as a volunteer. Documentation must include a signed statement from a person at the health care facility or location where the health care services were performed indicating the date and time the health care services were performed, that the recipient was indigent and uninsured and that the licensee provided services as a volunteer. (Rule 4723-14- 03(L), OAC)
    • For more information: http://www.nursing.ohio.gov/PDFS/education/CE_FAQ.pdf
    Rule 4723-14-05 (OAC).

    Taking disciplinary action to protect the public

    The Board may take disciplinary action when a nurse (or other individual under the Board’s jurisdiction) violates specific provisions found in Section 4723.28 ORC. If an action or inaction is not included in that section of law, the Board cannot act.   That same section of law also defines the processes the Board must use when it proposes to take the allowed action.   The Board must provide the accused individual due process, which includes notice of the allegations and an opportunity for the accused individual to tell his/her side of the story.  Just like other judicial or quasi-judicial proceedings, the Board must prove the charges, in other words, the nurse is “innocent until proven otherwise”, but the Board’s burden of proof is comparatively light; a preponderance of the evidence standard, rather than the beyond a reasonable doubt standard that is typically seen in criminal cases.

    The Board relies generally on its complaint process as the basis for its disciplinary activities.  In other words, the Board does not typically initiate an investigation unless it has received information in the form of a complaint that describes what the regulated individual did or did not do that would be considered a violation of Section 4723.28 ORC.  All complaints are confidential and must be investigated by Board staff, who are trained investigators.   Nurses have the right to have an attorney represent them in these proceedings with the processes for doing so set out in Chapter 4723-16 of the Ohio Administrative Code.  Once an investigation has been completed by Board staff, a decision is made as to whether the charges constitute a violation of Section 4723.28 ORC and whether there is sufficient evidence to support the allegation.   Board members then decide whether to proceed to adjudicate the case.  At this point the case becomes public information, and the nurse is notified regarding his/her right to request a formal hearing.

    Because felonies and certain misdemeanor criminal convictions, a plea of no contest to, or treatment in lieu of conviction are the grounds for Board action under Section 4723.28, county prosecutors are required by law to report these judicial outcomes to the Board.  In addition, employers are required to report to the Board any current or former employees whose conduct would be grounds for disciplinary action under the law.   (Section 4723.34 ORC) Individual nurses, however, are not mandated by law to report to the Board.  Any person who reports to the Board in good faith is immune from liability and other adverse actions. (Section 4723. 341 ORC).

    In addition to convictions or adjudicatory action related to felonies, misdemeanors in the course of practice and crimes involving moral turpitude, Section 4723.28 ORC includes in part the following as grounds for the Board to take disciplinary action:

    • Impairment in the ability to practice according to acceptable prevailing standards of safe care due to:
      • Use of drugs, alcohol, or other chemical substances;
      • Habitual or excessive use of controlled substances or other habit forming drugs, alcohol, or other chemical substances;
      • Physical or mental disability;
    • Failure to practice in accordance with acceptable and prevailing standards of safe nursing care. (Those standards are found in Chapter 4723-4 OAC and address both competency and patient safety considerations);
    • Engaging in activities that exceed one’s scope of practice;
    • Aiding and abetting in the unlicensed practice of nursing;
    • Taking into the body any dangerous drug not in accordance with a legal valid prescription;
    • Selling, giving away, or administering drugs for other than legitimate therapeutic purposes;
    • Failure to use universal and standard precautions;
    • Assaulting or causing harm to a patient or depriving a patient of the means to summon assistance;
    • Failure to establish and maintain professional boundaries;
    • Engaging in sexual contact or verbal behavior that is sexually demeaning with a patient;
    • Misappropriation of anything of value in the course of practice; and
    • Action taken by another regulatory board.

    (It is important to note that this is only a partial list of grounds for Board disciplinary action). 

    TAKE AWAYS

    √    The Board can take action that could revoke, suspend, restrict or otherwise limit a nurse’s license to practice nursing.

    √    A nurse has a right to be notified of the charges against him/her and to have an opportunity to offer a defense-due process rights. The nurse may also be represented by legal counsel.

    √    The Board, typically, learns of alleged violations of Section 4723.28 ORC from complains filed with the Board. All complaints are confidential until the Board completes its investigation and believes it has reason to believe it can prove the charge. At that point, the case becomes public information.

    Acceptable Standards of Safe & Effective Nursing Practice

    Acceptable standards include (in part):

    ·         Timely implementation of an authorized practitioner’s order unless the nurse believes the order is inaccurate, not properly authorized, not current or valid, harmful or potentially harmful, or contradicted.

    o   If a nurse believes an order is not appropriate, he/she must clarify the order.

    o   If after clarification the nurse determines not to implement the order, that determination must be documented accurately and in a timely manner and the nurse must act to assure the patient’s safety.

    ·         Maintaining patient confidentiality.

    ·         Displaying title or licensure initials when providing direct patient care, including when practicing via telecommunication.

    ·         Documenting accurately, timely, and completely nursing assessments or observations, the care provided by the nurse, and the patient’s response to that care.

    ·         Accurately and in a timely manner, reporting errors or deviations from a current valid order.

    ·         Providing a safe environment.

    ·         Providing privacy during examination and treatment.

    ·         Treating each patient with courtesy, respect, and with full recognition of the patient’s dignity and individuality.

    ·         Establishing & maintaining professional boundaries with a patient.

    ·         Not falsifying any patient records or other documents prepared or utilized in the course of or in conjunction with nursing practice.

    ·         Not engaging in physical, verbal, mental, or emotional abuse.

    ·         Not misappropriating a patient’s property or seeking or obtaining personal gain at the patient’s expense.

    ·         Not becoming in appropriately involved in a patient’s personal relationships or financial matters.

    ·         Not engaging in sexual conduct with a patient or verbal behavior that is seductive or sexually demeaning to a patient.

    Rule 4723-4-06 OAC.

    Nurses are responsible for knowing when changes occur to the laws and rules governing their practice.  One way to stay informed is by going to the Board’s web page (www.nursing.ohio.gov) and subscribing to e-news.

    Conclusion

    Licensed nurses by virtue of holding a current valid license are allowed to touch people physically and emotionally in ways others may not.  That authority is a privilege and carries with it an obligation to engage in nursing practice safely and in accordance with all relevant laws and rules.  The Board of Nursing is charged with protecting the public from the unsafe practice of nursing.  That responsibility includes the adoption of rules that enable the Board to enforce the law effectively.  Nurses must know both the law and the rules governing their practice and keep up with changes as they occur.  The Board’s web site (www.nursing.ohio.gov) has many resources licensees may find useful in helping them decipher some of the more complex aspects of nursing practice including the regulations they must follow.   In addition, professional associations such as the Ohio Nurses Association and the Ohio Association of Advanced Practice Nurses are excellent resources for nurses who may have questions or concerns.  Safe practice is a goal for everyone, regulators and nurses alike.  Knowing the rules and practicing in accordance with them is an important component of safe practice, especially in today’s complex health care environment.

    [1] HB 216 effective April 4, 2017 increased the number of APRNs on the Board from one to two.

    [2] APRNs holding a COA and CTP will receive the APRN license during the regular RN/APRN renewal process in late 2017.  APRNs who did not previously hold a CTP must now satisfy specific educational requirements with respect to an advanced pharmacology course in order to receive an APRN license (and use the protected titles).

    Ohio Nursing Law and Rules: The basics that every nurse needs to know

    Contact Hours Awarded: 2.0 Contact Hours of Category A (Law and Rules)
    ONA-19-04-119
    • Evaluation Were you able to achieve the following outcomes? Yes or No
    • This field is for validation purposes and should be left unchanged.

Social Media and Professional Boundaries: Legal and Ethical Perspectives – “Post-Test and Evaluation”

This video course has been developed to give nurses a better understanding of the responsibilities/requirements when using social media in the workplace and around patients/families.

1.0 contact hour of Law and Rules (Category A) will be awarded for successful completion of this webinar

NOTE: This session can be used to meet your one hour OBN requirement on law and rules which affects your nursing practice in Ohio.

The Ohio Nurses Association is accredited as a provider of continuing nursing education by the American Nurses Credentialing Center’s Commission on Accreditation. (OBN-001-91)

Expires 12/1/2020

This webinar has been developed by: Kelli Schweitzer, MSN, RN-BC and Jessica Dzubak, BSN, RN. The author and planning committee members have declared no conflict of interest.

This webinar is presented by: Ohio Nurses Association, www.ohnurses.org 614-237-5414.

Criteria for Successful Completion

1. Watch the video in its entirety.

2. Complete the evaluation.

If you have any questions, please contact Sandy Swearingen, Continuing Education Specialist, Ohio Nurses Association at info@ce4nurses.org.

Social Media and Professional Boundaries: Legal and Ethical Perspectives

Contact Hours Awarded: 1.0 Contact Hour of Category A Ohio Nursing Law & Rules
ONA-18-11-125
  • This field is for validation purposes and should be left unchanged.

Basics of Professional Boundaries and Sexual Misconduct for Nurses

This independent study has been developed for nurses who wish to learn more about professional boundaries and sexual misconduct relative to nursing practice.

OUTCOMES: The nurse will have enhanced knowledge of professional boundary issues as well as identify what a nurse should do if a boundary crossing or violation should occur.

1.4 contact hours of Category A (Law and Rules) will be awarded for successful completion of this independent study.

The Ohio Nurses Association is accredited as a provider of continuing nursing education by the American Nurses Credentialing Center’s Commission on Accreditation. (OBN-001-91)

Expires 11/1/2020

DIRECTIONS & CRITERIA FOR SUCCESSFUL COMPLETION:

1. Please read the below article carefully.

2. Complete the post-test, evaluation form and the registration form.

The post-test will be reviewed. If a score of 70 percent or better is achieved, a certificate will be sent to you. If a score of 70 percent is not achieved, a letter of notification of the final score and a second post-test will be sent to you.

We recommend that this independent study be reviewed prior to taking the second post-test. If a score of 70 percent is achieved on the second post-test, a certificate will be issued.

If you have any questions, please contact the Ohio Nurses Association’s CE department at sswearingen@ohnurses.org.

Originally developed by Jan Lanier, RN, JD, Previously reviewed by Kathleen Morris, MSA, BSN, RN, R. Wynne Simpkins, MS, RN and Cynthia Hasseman, MSN, Ed., RN. Revised 2018 by Jessica Dzubak, BSN, RN. The authors and planning committee members have declared no conflict of interest.

Disclaimer: Information in this study is intended for educational purposes only. It is not intended to provide legal and/or medical advice or to be a comprehensive compendium of evidence-based practice. For specific implementation information, please contact an appropriate professional, organization, legal source, or facility policy.


STUDY

Have you ever shared your personal problems with a patient (or client)? Given a patient a gift? Complained to a patient about a co-worker? Socialized, in person or via some form of social media, with a patient outside of your professional capacity? Accepted a gift of more than minimal value from a patient or family member? If you answered yes to any of these questions you may have crossed a professional boundary. Crossing a professional boundary is a violation of the Ohio Nurse Practice Act (Ohio Revised Code [ORC] Section 4723.28 [B.31], 2015b), and the rules adopted by the Ohio Board of Nursing (OBN) Ohio Administrative Code (OAC) 4723-4-06 (2015). While most nurses recognize that engaging in sexual misconduct with a patient is wrong both legally and ethically–what actually constitutes that “misconduct” is often difficult to define. For example, many nurses ask, “Isn¹t it all right to date a former patient?” The relationship between boundary crossings and sexual misconduct is often poorly understood.

Maintaining professional boundaries and avoiding inappropriate sexual involvement can pose dilemmas for nurses who frequently find themselves sharing in their patient’s most intimate life events. The very essence of nursing can be a “slippery slope” for many well-intentioned but naive, uninformed nurses. Patients trust that nurses will work in the patients’ best interest. When a nurse engages in a sexual relationship with a patient, or otherwise crosses a professional boundary, the nurse-patient relationship is being abused (National Council of State Boards of Nursing [NCSBN], 2018).

The purpose of this independent study is to make nurses more aware of and sensitive to the importance of maintaining a professional nurse/patient relationship and to identify some of the negative consequences that can occur, both for the nurse and for the patient, when these boundaries are crossed.

The OBN reported a relatively consistent number of complaints it received alleging sexual misconduct or boundary violations by its licensees between 2014 and 2016. But even at that, the numbers were not large with only 36, 45 and 25 cases reported in 2014, 2015, and 2016 respectively. (OBN, 2014, 2015, 2016).  This increase was likely the result of the changing face of the health care delivery system. Nursing care that previously would have been provided in an acute care setting now is being provided in patients’ homes or community settings. Such settings are less public and less supervised than the traditional health care setting such as a hospital or nursing home. Working with patients where they live often results in less formality and a loosening of the restraint that typically characterized the nurse/patient relationship in an acute care environment.

Sexual Misconduct: What is it?

Sexual misconduct is about power. It is an extreme abuse of the nurse/patient relationship. It is exploitation. It is about impairment and irresponsibility (NCSBN, 2009) Engaging in sexual activity with a patient, as well as conduct that could reasonably be interpreted as sexual, is explicitly recognized as a violation of acceptable standards of safe nursing practice in Ohio (OAC, 2015). Behavior, including verbal behavior, which is sexually demeaning, harassing, or seductive, is considered sexual misconduct by the OBN. Under Ohio law, a patient is always presumed incapable of giving free, full, or informed consent to these behaviors (OAC, 2015).

In other words, the rules of the OBN clearly make the nurse responsible for assuring that sexual misconduct does not occur even with a seemingly willing patient. If the client consents, even if the client initiated the sexual contact, it is still considered sexual misconduct because it is an exploitation of the nurse/patient relationship (NCSBN, 2018).

The impact of sexual misconduct varies and can be complicated by the trauma of a failed personal relationship.  Should sexual involvement cease, a patient’s response may range from a sense of exploitation to embarrassment, humiliation, and ultimately severe depression. None of these reactions is conducive to the health and well-being of the patient, which ought to be the underlying goal of all nursing interventions (NCSBN, 2018). Patients are not the only ones affected by sexual misconduct and/or harassment in the workplace. Evans (2018) states, “sexual harassment in healthcare can adversely affect employee health and, by extension, patient safety” (Evans, 2018, para. 5). Additionally, he states, “We have empirical data that shows a direct link between disruptive behaviors and sexual harassment to adverse patient outcomes, medication errors, and so on,” (Evans, 2018, para. 7).

What about dating a “former” patient?

Personal relationships that begin after the nurse is no longer caring for the patient pose significant questions. The NCSBN (2009) published guidelines for use by the various state boards of nursing that state, “A health care provider shall not engage, or attempt to engage, in the activities … with a former patient, client or key party within two years after the provider-patient/client relationship ends” (p. 6).  The American Nurses Association (ANA) (2015) Code of Ethics does not specifically address post-termination relationships but clearly states any relationship with a current patient is prohibited. The rules of the OBN are also silent on this matter. In the absence of clear standards regarding post-termination relationships, in dealing with a case involving a post-termination situation, the Board of Nursing members would likely look to standards developed by other entities, such as the NCSBN to determine if the nurse’s conduct violated the laws and rules regulating professional practice. They would consider the type of nursing care provided and the length and nature of that care to determine whether sexual misconduct occurred. Regardless of when a personal relationship is established with a former patient, the nurse/patient role must not be resumed should future ongoing health care needs arise (NCSBN, 2009).

What are professional boundaries and why are they important?

Simply put, “professional boundaries are the spaces between the nurse’s power and the patient’s vulnerability” (NCSBN, 2018, p. 4). Valente (2017) defines boundaries as, “… the mutually understood physical, emotional, sexual, and social limits of a relationship”(Valente, 2017, para. 1). These boundaries are not visible. Nonetheless they define the types of behaviors that are most likely to enable nurses to effectively meet the health care needs of their patients and their patients’ families. The concept that there are “limits” to acceptable nursing behaviors within the nurse/patient relationship and the reason for those limits form the framework for an understanding of the intricacies of professional boundaries. Once the boundary is crossed, it may ruin the professional nurse-patient relationship completely (Petosa, 2018).

The NCSBN emphasizes that professional boundaries are necessary for an effective nurse-patient relationship. The NSCBN states, “the therapeutic nurse–patient relationship protects the patient’s dignity, autonomy and privacy” (NCSBN, 2018, p. 4). Nurses must keep patient’s dignity, autonomy and privacy in mind at all times in order to ensure boundaries are not crossed and trust is not violated.

Certain actions are not acceptable when a nurse is caring for a patient. Limits exist to help assure that a vulnerable patient is not exploited in any way even by a well-meaning nurse. “The power of the nurse comes from the nurse’s professional position and access to sensitive personal information” (NCSBN, 2018, p. 4). Nurses’ professional position affords them control over life-sustaining therapies and complex equipment through which they exert subtle but tremendous influence over their patients’ behaviors. This power, which is an essential element in the nurse/patient relationship, enables the nurse to positively influence the patient’s health status. However, “if the extent of that power is not limited through the establishment of appropriate professional boundaries, the patient is subjected to unacceptable risks that could ultimately affect the patient’s physical and emotional health” (OBN, 2002).

The difficulty in defining and maintaining professional boundaries has long been recognized within the nursing profession. The lines can easily be blurred, especially in long-term home care settings (Petosa, 2018). It can be even more difficult to maintain professional boundaries in pediatric home care settings, as “parents of pediatric patients and the children themselves can grow to view the nurse as a friend rather than a professional care provider” (Petosa, 2018, para. 2).

Case Study:

Nurse Anne has been Patient Tom’s home health nurse for 6 weeks following his surgery. Throughout this time, Anne and Tom have formed a trusting relationship. On the last day of Tom’s home health care, he takes a photo of himself standing to post on his Facebook, celebrating that he is officially “up and about” and near the end of his recovery. Tom posts some details about his surgery in this post.

Anne and Tom’s nurse-patient relationship ends at the termination of his care. Anne happens to be neighbors with someone who knows Tom, so she notices Tom appear in her “suggested friends” on Facebook. She clicks on Tom’s profile, and sees his proud post and feels good about her role in his recovery. Anne sees that Tom’s profile is “Public”, so she decides to “share” his post on her Facebook page. She adds to the post that Tom was unable to even stand up the first few weeks after surgery and has had a long battle with his disease. Because Tom posted these details about his own personal life and healthcare, Anne believes it is safe to continue sharing.

What are your thoughts? Is Anne correct in her thinking?

 

 

No. Green (2017) states, “patients are able to disclose their own information online; however a duty of confidentiality arises when a patient/client discloses information to a health professional in circumstances where it is reasonable to expect that the information will be held in confidence” (Green, 2017, para. 10).

Even if Anne had not added any details to her post, it would still not be considered appropriate and a violation of the nurse-patient relationship.

One study notes the lack of research on terminating the nurse-patient relationship (Ashton, 2016). Because of the intimacy of the nurse-patient relationship, especially over a long period of time, severing these relationships can prove to be difficult for both parties. This can become even more complicated with the addition of social media (Ashton, 2016). Severing ties with a former patient and their family does not mean you no longer care about them, but it is maintaining the professional and ethical boundaries of nursing practice. The nurse-patient relationship was still “real” and deeply meaningful (Ashton, 2016).

Boundary Crossings v. Boundary Violations

Boundary crossings:

“…are brief excursions across professional lines of behavior that may be inadvertent, thoughtless or even purposeful, while attempting to meet a special therapeutic need of the patient. Boundary crossings can result in a return to established boundaries, but should be evaluated by the nurse for potential patient consequences and implications. Repeated boundary crossings should be avoided” (NCSBN, 2018, p. 4).

Boundary violations:

“…can result when there is confusion between the needs of the nurse and those of the patient. Such violations are characterized by excessive personal disclosure by the nurse, secrecy or even a reversal of roles. Boundary violations can cause distress for the patient, which may not be recognized or felt by the patient until harmful consequences occur” (NCSBN, 2018, p.4)

 What does the law say about maintaining professional boundaries?

Ohio law authorizes the Board of Nursing to take disciplinary action when a nurse fails to establish and maintain professional boundaries with a patient (ORC, 2015b). Nurses also risk disciplinary action if they obtain or attempt to obtain money or anything of value by intentional misrepresentation or material deception in the course of practice (ORC, 2015a). Rules of the OBN further define expectations with respect to boundary violations.

*    Nurses are not to misappropriate a patient’s property or engage in behavior to seek or obtain personal gain at the patient’s expense.

*    Nurses are not to engage in behavior that constitutes inappropriate involvement in a patient’s personal relationships or financial matters.

*    Nurses are not to engage in any behavior that could reasonably be interpreted as inappropriate involvement (OAC, 2015).

Identifying Boundary Infringement

Excessive Self-Disclosure: The nurse discusses personal problems, feelings of sexual attraction or aspects of his or her intimate life with the patient.

Secretive Behavior:  The nurse keeps secrets with the patient and/or becomes guarded or defensive when someone questions their interaction.

“Super Nurse” Behavior: The nurse believes that he or she is immune from fostering a nontherapeutic relationship and that only he or she understands and can meet the patient’s needs.

Singled-Out Patient Treatment or Patient Attention to the Nurse: The nurse spends inappropriate amounts of time with a particular patient, visits the patient when off-duty or trades assignments to be with the patient.

This form of treatment may also be reversed, with the patient paying special attention to the nurse, e.g., giving gifts to the nurse. If a nurse is receiving this type of attention from a patient, it is advisable for the nurse to seek the guidance of his or her supervisor.

Selective Communication: The nurse fails to explain actions and aspects of care, reports only some aspects of the patient’s behavior or gives double messages. In the reverse, the patient returns repeatedly to the nurse because other staff members are too busy.

Flirtations: The nurse communicates in a flirtatious manner, perhaps employing sexual innuendo, off-color jokes or offensive language.

“You and Me Against the World” Behavior: The nurse views the patient in a protective manner, tends not to accept the patient as merely a patient or sides with the patient’s position regardless of the situation.

Failure to Protect Patient: If the nurse fails to recognize feelings of sexual attraction to the patient, consult with a supervisor or colleague, or transfer care of the patient when needed to support boundaries (NCSBN, 2018).

Summary

Nurses often need help understanding how to effectively balance professionalism with effective care-giving. In other words: how to stay within the “zone of patient-centered care.” Administrators and managers as well as nursing colleagues can help nurses with this difficult matter by being sensitive to the challenges and alert to signs of boundary crossings.

Nurses must be aware of the reporting requirements and grounds for discipline on their license by the OBN. Nurses must be aware of and practice within the law and rules, but also the standards of care for the patient in whatever setting the nurse is working. “Nurses also need to be cognizant of the boundary violations that occur when using social media to discuss patients, their family or their treatment” (NCSBN, 2018, p. 10). Awareness is the key to avoiding crossing the professional boundary.  Being cognizant of one’s own feelings and behaviors and observant of the behaviors of other nurses are important steps in finding the middle ground on the professional continuum. Nurses must also be clear about their own needs and the needs of their patients. They need to separate the personal from the professional. Patients need professional health care from a nurse, not personal friendship.

References

American Nurses Association. (2015). Code of ethics for nurses with interpretive statements. Retrieved September 18, 2018 https://www.nursingworld.org/coe-view-only

Ashton, K. (2016). Teaching nursing students about terminating professional relationships, boundaries, and social media. Nurse Education Today, 37, 170-172. https://doi.org/https://doi.org/10.1016/j.nedt.2015.11.007

Evans, G. (2018). #MeToo in medicine? Sexual harassment in healthcare. Hospital Employee Health, 37(3). Retrieved from https://search-proquest-com.library.capella.edu/docview/2000994175?pq-origsite=summon

Green, J. (2017). Nurses’ online behaviour: lessons for the nursing profession. Contemporary Nurse: a Journal for the Australian Nursing Profession, 53(3). https://doi.org/10.1080/10376178.2017.1281749

National Council of State Boards of Nursing. (2018). A nurse’s guide to professional boundaries. Retrieved from https://www.ncsbn.org/ProfessionalBoundaries_Complete.pdf

National Council of State Boards of Nursing [NCSBN] Discipline Resources Committee. (2009). Practical guidelines for boards of nursing on sexual misconduct cases. Chicago, Illinois, USA: National Council of State Boards of Nursing. Retrieved September 18, 2018, from https://ncsbn.org/Sexual_Misconduct_Book_web.pdf.

Ohio Administrative Code (OAC). (2015). OAC 4723-4-06 Standards of nursing practice promoting patient safety. Retrieved September 18, 2018, from http://codes.ohio.gov/oac/4723-4-06v1.

Ohio Revised Code (ORC). (2015a). ORC 4723.28 Disciplinary actions (B)13. Retrieved September 18, 2018. from http://codes.ohio.gov/orc/4723.

Ohio Revised Code (ORC). (2015b). ORC 4723.28 Disciplinary actions (B)31. Retrieved September 18, 2018. from http://codes.ohio.gov/orc/4723.

Ohio State Board of Nursing (OBN). (2014). Ohio board of nursing annual report: SFY 2014. Retrieved from http://www.nursing.ohio.gov/PDFS/AnnualReport/FY14_Annual_Report_Final.pdf.

Ohio State Board of Nursing (OBN). (2015). Ohio board of nursing annual report: SFY 2015. Retrieved from http://www.nursing.ohio.gov/PDFS/AnnualReport/FY15_Annual_Report_Final.pdf.

Ohio State Board of Nursing (OBN). (2016). Ohio board of nursing annual report: SFY 2016. Retrieved from http://www.nursing.ohio.gov/PDFS/AnnualReport/AnnualReport2016.pdf.

Ohio State Board of Nursing (OBN). (2002). Disciplinary action. Nursing Momentum, 1(1).

Petosa, S. D. (2018). Maintaining professional nursing boundaries in the pediatric home care setting. Home Healthcare Now, 36(3), 154-158. https://doi.org/10.1097/NHH.0000000000000649

Valente, S. (2017). Managing professional and nurse-patient relationship boundaries in mental health. Journal of Psychosocial Nursing & Mental Health Services, 55(1), 45-51. https://doi.org/10.3928/02793695-20170119-09

Basics of Professional Boundaries and Sexual Misconduct for Nurses

Contact Hours Awarded: 1.4 Contact Hours Category A Law & Rules
ONA-18-10-121
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Nursing Process and Clinical Judgment: Ohio Board of Nursing Law and Rules – Post-Test and Evaluation

DESCRIPTION

The Ohio Board of Nursing operates under Chapter 4723 of the Ohio Revised Code (4723 ORC), which provides the law regulating the practice of nursing in Ohio. The law specifies the scope of practice for both registered and licensed practical nurses. Rules (chapter 4723 of the Ohio Administrative Code or 4723 OAC) provide more structure for how the nurse is expected to carry out components of the law, including scope of practice. This study describes how the licensed nurse is expected to use nursing process and critical thinking to remain in adherence with law and rule.

OUTCOME
The learner will be able to describe how use of clinical judgment aligns with expectations cited in Ohio Board of Nursing Law and Rules (Category A).

1.6 contact hours of Law and Rules (Category A) will be awarded for successful completion of this independent study.

This independent study was developed by: Pamela S. Dickerson, PhD, RN-BC, FAAN. The author and planning committee members have declared no conflict of interest.

DISCLAIMER

This content is designed for educational purposes only, based on law and rule in effect on 10/1/18. This information is not designed for legal advice; please consult an appropriate attorney or organizational authority for legal questions. Please consult the Ohio Board of Nursing (OBN) website, www.nursing.ohio.gov, periodically for updates, and read the Board’s quarterly publication, Momentum, for additional information.

The Ohio Nurses Association is accredited as a provider of continuing nursing education by the American Nurses Credentialing Center’s Commission on Accreditation (OBN-001-91) .

Expires 11/1/2020

DIRECTIONS

1. Please read the below article carefully.

2. Complete the post-test, evaluation form and the registration form.

The post-test will be reviewed. If a score of 70 percent or better is achieved, a certificate will be emailed to you. If a score of 70 percent is not achieved, a notification of the final score and instructions on how to take a second post-test will be emailed to you. We recommend that this independent study be reviewed prior to taking the second post-test. If a score of 70 percent is achieved on the second post-test, a certificate will be issued.

If you have any questions, please contact the Ohio Nurses Association’s CE department at info@ce4nurses.org.

STUDY

Introduction

The Ohio Board of Nursing operates under Chapter 4723 of the Ohio Revised Code (4723 ORC), which provides the law regulating the practice of nursing in Ohio. The law specifies the scope of practice for both registered and licensed practical nurses. Rules (chapter 4723 of the Ohio Administrative Code or 4723 OAC) provide more structure for how the nurse is expected to carry out components of the law, including scope of practice. This study describes how the licensed nurse is expected to use nursing process and clinical judgment to remain in adherence with law and rule.

Terminology

As used in law and rule (4723 ORC and 4723 OAC), the term “registered nurse” (RN) applies to a person who has completed the educational program for a registered nurse, has satisfactorily completed the licensure examination for the registered nurse, and is licensed in Ohio either by examination or by endorsement. Advanced practice registered nurses, while having an advanced scope of practice specified in law, are first and foremost registered nurses, so all laws and rules related to the registered nurse apply to advanced practice registered nurses.

As used in law and rule (4723 ORC and 4723 OAC) the term “licensed practical nurse” (LPN) applies to a person who has completed the educational program for a practical nurse, has satisfactorily completed the licensure examination for the practical nurse, and is licensed in Ohio either by examination or by endorsement. Note that some states use the title LVN (licensed vocational nurse). This is an equivalent licensure; just different terminology.

As used in law and rule (4723 ORC and 4723 OAC), the term “licensed nurse” applies to both registered and licensed practical nurses. Terminology used in this study will mirror that of law and rule.

Nursing law and rule refer to “patient” rather than client, resident, or other terms used in different settings, though the concept is that the nurse provides care for a person needing that care, regardless of what that person is called in various practice arenas. It is in the context of OBN law/rule that the term “patient” will be used in this study.

Scope of Practice

The scope of practice for both registered and licensed practical nurses is delineated in law (4723.01 ORC). Scope of practice provides the authority under which the RN and LPN provide care for patients in this state. Only by clearly understanding the defined scope of practice can the nurse have a framework for implementation of the nursing process and critical thinking skills.

The scope of practice for the registered nurse is encompassed in the following definition (4723.01 (B) ORC):

“Practice of nursing as a registered nurse” means providing to individuals and groups nursing care requiring specialized knowledge, judgment, and skill derived from the principles of biological, physical, behavioral, social, and nursing sciences. Such nursing care includes:

  • Identifying patterns of human responses to actual or potential health problems amenable to a nursing regimen;
  • Executing a nursing regimen through the selection, performance, management, and evaluation of nursing actions;
  • Assessing health status for the purpose of providing nursing care;
  • Providing health counseling and health teaching;
  • Administering medications, treatments, and executing regimens authorized by an individual who is authorized to practice in this state and is acting within the course of the individual’s professional practice;
  • Teaching, administering, supervising, delegating, and evaluating nursing practice”

The scope of practice for the licensed practical nurse is stated as follows (4723.01(F) ORC):

“The practice of nursing as a licensed practical nurse” means providing to individuals and groups nursing care requiring the application of basic knowledge of the biological, physical, behavioral, social, and nursing sciences at the direction of a registered nurse or any of the following who is authorized to practice in this state: a physician, physician assistant, dentist, podiatrist, optometrist, or chiropractor. Such nursing care includes:

  • Observation, patient teaching, and care in a diversity of health care settings;
  • Contributions to the planning, implementation, and evaluation of nursing;
  • Administration of medications and treatments authorized by an individual who is authorized to practice in this state and is acting within the course of the individual’s professional practice on the condition that the licensed practical nurse is authorized under section 4723.17 of the Revised Code to administer medications;
  • Administration to an adult of intravenous therapy authorized by an individual who is authorized to practice in this state and is acting within the course of the individual’s professional practice, on the condition that the licensed practical nurse is authorized under section 4723.18 or 4723.181of the Revised Code to perform intravenous therapy and performs intravenous therapy only in accordance with those sections;
  • Delegation of nursing tasks as directed by a registered nurse;
  • Teaching nursing tasks to licensed practical nurses and individuals to whom the licensed practical nurse is authorized to delegate nursing tasks as directed by a registered nurse.”

The scope of practice statements include important information about what the nurse is expected to do in the context of providing nursing care. A significant consideration is that law and rules regulating nursing practice are not facility or specialty specific – they apply to all nurses in any environment in which nursing care is delivered. Therefore, strong use of nursing process and clinical judgment skills in any setting will serve the purposes of protecting the license of the nurse and protecting the clients for whom he/she provides care.

Nursing Process

The steps of the nursing process are delineated in rule, specifically 4723-4-07 OAC for the registered nurse and 4723-4-08 OAC for the licensed practical nurse (http://codes.ohio.gov/oac/4723-4). Information about nursing process is part of the chapter which addresses standards of practice relative to registered nurse or licensed practical nurse. This chapter provides information about practice standards which are deemed to be “minimally acceptable” standards of safe and effective nursing practice. Remembering that the purpose of the Ohio Board of Nursing is to “actively safeguard the health of the public through the effective regulation of nursing care” (www.nursing.ohio.gov), these minimum standards are essential components of public protection in regard to nursing practice. There is not a choice, therefore, as to whether or not these rules should be followed; in order to protect the public, these minimum standards must be met.

Nursing Process for the Registered Nurse

In implementing the scope of practice as delineated in law, the registered nurse follows the rules regarding use of nursing process. These rules are found in 4723-4-07 OAC. The rule stipulates that the steps of the nursing process are cyclical in nature, not linear. In other words, it is not expected that the registered nurse will progress systematically through the five steps of the nursing process. As the patient’s condition changes, the focus of the nurse will change – implementation of a plan of care may be revised as new assessment data shows that the patient’s condition is getting better or worse.

The rule specifies that the registered nurse collaborates with the patient, family, significant others, and other members of the health care team in applying the steps of the nursing process. In other words, the nurse does not make decisions in a vacuum, but participates actively as a member of the team of people providing care and support for the client. This focus on team-based care is consistent with Institute of Medicine competencies identified as far back as 2003 and more current emphasis by the Interprofessional Education Collaborative (Hawkins, 2016) and the National Collaborative for Improving the Clinical Learning Environment (2018). Current evidence shows that team-based collaboration and effective communication are critical strategies to improve patient safety.

There is further stipulation in 4723-4-07 OAC that the registered nurse will use clinical judgment in applying the nursing process. The concept of clinical judgment will be explored later in this study.

For all steps of the nursing process, the rules state that the RN will complete the step in an “accurate and timely manner”. Accuracy is clear – accurate data should be collected from all sources, including the patient, the family, other members of the healthcare team, previous documentation, laboratory reports and results of testing, and any other resources appropriate to provide a clear picture of the patient’s status. The term “timely” is less clear – what is a timely assessment? This term is not defined in rule. What is considered timely in any given situation depends on the judgment of the nurse. There may be situations where waiting an hour to assess a patient is too long; there may be times when a once-a-shift assessment is adequate. Because this decision is based on the nurse’s judgment and analysis of evidence, the nurse should be able to provide support for his/her decision if needed. In other words, the nurse is accountable for the decision about how frequently assessments are needed for each individual patient. It is important to note that some facilities or nursing units have policies regarding how often assessments should be completed. These policies may be based on best practice standards, guidelines from professional associations, requirements of funding sources, or other criteria. The board of nursing does not regulate facilities or other employers of nurses. Rather, requirements of the board of nursing are based on minimally safe standards to be applied by the nurse to protect the patient. These rules must be followed, regardless of facility policy. Facility policy can be stricter than law or rule, but the nurse is, at a minimum, required to follow nursing law and rule.

As noted in rule, the steps of the nursing process for the RN include assessment, analysis and reporting, planning, implementation, and evaluation. Each step will be discussed individually here, though again it is important to remember that the steps of the process are implemented cyclically, not sequentially.

Assessment

Assessment means collection of data. This includes both subjective data (that which is told to the nurse by the patient, family member, or another source) and objective data (that which the nurse sees, hears, or smells, or otherwise observes or accesses through accepted testing methods. For example, the wife’s report that her husband is weak and tired all the time is subjective data, while the husband’s current blood pressure and hemoglobin/hematocrit levels are objective data.

Data may be collected from a variety of sources. Sometimes data are conflicting, and the nurse must seek clarification. The patient being seen in an emergency room may state that he follows his diabetic eating plan, though his wife states that he rarely does so. Both pieces of data are valid, from the perspective of the person sharing the information. The RN clarifies these two pieces of subjective data by asking the client questions such as “what is included in your eating plan?”, “what did you have for breakfast this morning?”, or “how do you decide what you’re going to order when you go to a restaurant?” Additional questions for both the patient and his wife will be valuable in helping the nurse collect data that will be most relevant to the subsequent development of a plan of care.

The registered nurse may seek assistance from other members of the healthcare team in collecting assessment data. The rule specifies that “the registered nurse may direct or delegate the performance of data collection”. These terms refer to other parts of nursing law/rule that define direction and delegation. Brief explanations are provided here; there are other independent studies that specifically addresses the processes of direction and delegation.

Direction is defined in rule as “communicating a plan of care to a licensed practical nurse” (4723-4-01(B)(6) OAC). The LPN has a license and is accountable for practicing under that license. However, the scope of practice for the LPN in law (4723-.01(F)) specifies that the LPN always practices upon receiving direction from a  registered nurse, physician, physician assistant, dentist, podiatrist, optometrist, or chiropractor. In other words, the LPN does not practice independently.

Imagine the scenario where Mr. Jones is being admitted to a medical-surgical nursing unit. He is reportedly in stable condition and is being admitted from home in preparation for hip replacement surgery. The RN knows that vital signs need to be obtained and general observations about Mr. Jones’ condition need to be determined. However, the RN is attending to a patient who is actively dying, and she is not able to see Mr. Jones right now. The RN can appropriately provide direction regarding the assessment of Mr. Jones to the LPN. The LPN, upon receiving this direction, can take Mr. Jones’ vital signs, collect other subjective and objective data about his condition, document those findings, and share information with the RN. If the findings of the LPN’s data collection indicate that Mr. Jones needs more in-depth assessment right away, the LPN shares that information with the directing RN, who can then decide whether she should leave her current patient to see Mr. Jones, find another RN to see Mr. Jones, or take any other action deemed appropriate.

Delegation is referred to in rule as “transfer of responsibility for the performance of a selected nursing task from a licensed nurse authorized to perform the task to an individual who does not otherwise have the authority to perform the task” (4723-13-01(B) OAC). The RN delegates to an unlicensed person, not another person with a license. This unlicensed person is referred to by different terms in different setting, but common terms are nurse aide, nursing assistant, patient care assistant, nursing technician, or patient care technician. These are all unlicensed individuals, regardless of whether they are “state-tested” or “certified”. Even though they have learned to perform various tasks associated with care of patients, they are not allowed to perform those tasks unless and until they receive delegation to do so from a person who (1) has the ability and authority to perform the task, and (2) has the authority to delegate the task. Note that the term here is “task”, not “care”. Unlicensed persons have the ability to perform tasks for which they have been deemed competent, but do not have the ability to provide nursing care. The ability to provide nursing care is limited to RNs and LPNs who have licenses and scopes of practice allowing them to do so.

In the above scenario where Mr. Jones is being admitted to the medical-surgical nursing unit, it could well be that both the RN and the LPN are busy with other important activities. The RN could delegate the task of taking Mr. Jones’ vital signs to the nursing assistant. This is a task which is delegable, the RN knows how to do the task and has the authority to delegate, and he knows that the aide has been checked off on her ability to take vital signs. It would not, however, be appropriate for the RN to tell the nursing assistant to “take a look at Mr. Jones and let me know if there is anything I should be concerned about”. While the LPN may receive direction to collect further assessment data, the nursing assistant does not have the knowledge, skill, ability, or authority to do so. The best way for the RN to delegate this vital sign collection task to the nursing assistant would be to say, “Please go to room 407 and take Mr. Jones’ temperature, respirations, pulse, and blood pressure. I’d appreciate your letting me know within 15 minutes what those are.” This provides clear information to the nursing assistant regarding the patient, the task, and the time frame. The nurse is not abdicating responsibility for assessment; he is wisely using available resources to help him collect the data necessary to form the basis for future steps in the nursing process.

The final step under assessment in the rules regarding nursing process is documentation of the collected data. There is no specification as to what data need to be documented, where the data need to be documented, or the time frame for the documentation. The RN is expected to use good judgment in making those decisions. Depending on the facility or unit and its procedures, documentation may be done in the patient’s computerized medical record, on a paper chart, on a flow sheet, or on another tool. The point is that data from the assessment must be documented, accessible to other members of the health care team, and able to be retrieved as needed.

Analysis and Reporting

The second step of the nursing process for the RN is analysis and reporting. The RN is expected to identify, organize, assimilate, and interpret relevant data; establish, accept, or modify a nursing diagnosis to be used as a basis for nursing interventions; and report collected data as necessary to other members of the health care team. It is important to note that this step in the nursing process is unique to the role of the registered nurse; the LPN nursing process steps do not include analysis.

Step one in the process is assessment, but assessment data is not helpful unless it is analyzed to determine the relevant pieces of data, how the pieces of data connect with one another, and what the data mean in relation to the individual patient. Identification, organization, and interpretation of data help the RN determine the significance of the data, who needs information about the data, and how the plan of care will be developed based on that data.

Nursing diagnoses are different from medical diagnoses. Nursing diagnosis, as defined in rule (4723-4-01(B)(8) OAC), means “the identification of a patient’s needs or problems which are amenable to nursing intervention”. There is no requirement in rule as to what format is used for stating a nursing diagnosis or where the nursing diagnosis is documented. A registered nurse who assesses an elderly patient with dementia and realizes that he is not aware he is in a hospital might note a risk for fall related to confusion. This is a nursing diagnosis, from which a plan can be developed to prevent falls and their associated injuries. Note that this diagnosis, because it stipulates the reason for the risk, will lead to a plan of care that is specific to this patient. Another patient might be at risk for falls related to dizziness with his low blood pressure; another might have a fall risk related to recent administration of narcotic analgesia. In each case, the plan of care will be different because the cause of the risk is different.

Reporting of health assessment data to other members of the healthcare team is the final part of the “analysis” section of the nursing process for RNs. Again, it is up to the discretion of the RN to determine what information should be shared, and with whom. A word of caution is important here – HIPAA specifically stipulates that healthcare providers have the responsibility to share information relevant to the provision of safe care. It is not the nurse’s job to withhold information or to arbitrarily decide what information to share and what to keep confidential. As long as the purpose of the sharing of information is to facilitate care of the patient, that sharing is consistent with both HIPAA regulations and Ohio Board of Nursing rules.

Planning

Rule 4723-4-07(A)(3) OAC states that the registered nurse, will, in an accurate and timely manner, (a) develop, establish, maintain, or modify the nursing plan of care consistent with current nursing science, including desired patient outcomes and nursing interventions; and (b) communicate the nursing plan of care and all modifications of the plan to members of the health care team.

The phrase “consistent with current nursing science” in (a) above was added to rule language in 2014. It is important that nurses base their decisions about patient care on best available evidence, not just “because we’ve always done it that way” or because “that’s the policy”. All policies should be revised and updated periodically, and nurses have an obligation to remain current in their knowledge of evidence-based practice standards.

Think about the patient described earlier who was identified as a fall risk related to confusion. The desired outcome for this gentleman is that he is free of injuries that might occur as a result of a fall, and interventions to get to that outcome might include frequent reminders to help orient him, leaving a night light on to aid in orientation, arranging for a family member to stay with him during waking hours, and frequent toileting to avoid situations where he tries to get up quickly without assistance. This plan of care can be documented in a medical record, a separate plan of care document, or any other mechanism deemed appropriate by the facility. Ease of access to information by all members of the healthcare team will provide consistency and continuity in the plan of care.

Implementation

Implementation is the fourth step of the OBN-described nursing process for the RN. Once again, the rule begins with a stipulation that the planned actions be implemented in an “accurate and timely manner”. There are a number of actions that could be included within the implementation phase of the process; the OBN rule says that these may include executing the nursing regimen which has been developed in the above steps, carrying out an order which has been received by an authorized individual and providing nursing care consistent with the assessment, analysis, and planning steps of the process which is within the education, knowledge, skills, and abilities of the registered nurse. In other words, even though a nursing action has been determined to be appropriate for a particular patient, if you don’t know how to perform the action, you should not perform it. Your job in that case would be to either find another person who is able to perform the action or to seek appropriate education to enable you to perform the action correctly. Other actions included in the “implementation” section of the nursing process rule are assisting and collaborating with other healthcare providers in the care of the patient and delegating nursing tasks consistent with delegation rules (delegation was defined earlier in this study). Remember that the bottom line, from the Board of Nursing perspective, is that the patient is safe.

Evaluation

The fifth and final step in the nursing process for the RN is evaluation. Rules for evaluation include the facts that the RN will, in an accurate and timely manner, evaluate and document the patient’s response to nursing interventions and progress toward expected outcomes of the plan of care. Sometimes this documentation is completed via a checklist or flowchart, such as results of vital sign or intake and output findings; sometimes a checklist or narrative/free text entry in a medical record is the preferred way to share information. Consider the facts to be shared, who needs access to the information, and the best location for others to get the required information. All of these factors should be congruent with facility policy regarding how, when, and where documentation is completed. It is important to remember that evaluation is a required part of the nursing process. If there is no evidence that an intervention has been determined to be successful, then one might wonder why it was necessary to perform the intervention in the first place. This part of the process “closes the loop” of the nursing process and provides further data for subsequent reassessments or alterations to the plan of care. In fact, the last step in the evaluation process as defined in rule is to reassess the patient’s health status and modify plans and/or interventions as needed.

Nursing Process for the Licensed Practical Nurse

 According to rule 4723-4-08 OAC, the LPN “contributes” to the nursing process. This is consistent with previous information in this study regarding the way the LPN implements the scope of practice under the direction of the RN, physician, or others designated in law and rule. The LPN does not function independently, but does provide a significant and valuable contribution to the work of the health care team in providing safe care to patients. Similar to the rule statement for the RN, the LPN is expected to use the steps of the nursing process as part of a cyclical process rather than a linear one and is expected to collaborate with others in applying the process steps. Additionally, and also consistent with requirements for RNs, the LPN is expected to carry out all steps of the nursing process in an accurate and timely manner. The steps delineated in rule for the LPN are:

Assessment

The LPN contributes to the nursing assessment of a client by collecting and documenting subjective and objective data related to the patient’s current health status and reporting that data as appropriate to other members of the healthcare team. This part of the nursing process is consistent with the scope of practice requirement in law that the LPN conducts “observations” of patients in a diversity of healthcare settings.

Planning

The LPN’s contribution to planning includes involvement with the person providing direction of the care for the patient in developing, maintaining, and/or modifying the nursing component of the plan of care and communicating that plan and any associated changes with those needing the information. The LPN might discuss with the RN the data that have been collected in the assessment phase of the process. The two of them together determine what plan should be put into place based on that assessment data.

Implementation

The LPN again contributes to the care of the patient by providing nursing interventions, administering authorized medications and treatments, giving direct basic nursing care under rules regarding direction, and collaborating with others in providing care of the patient. Note that the rule specifies that the LPN gives “basic nursing care” under direction. It is the RN’s responsibility to determine what aspects of care the LPN can and should participate in, based on that RN’s knowledge of both the capabilities of the LPN and the needs of the patient. The implementation rule also specifies that the LPN can delegate performance of nursing tasks to unlicensed assistive personnel, under RN direction and consistent with the separate chapter of rules on delegation (4723-13 OAC).

Evaluation

The evaluation component of the nursing process for the LPN indicates that the LPN is expected to contribute to evaluating the patient’s response to nursing interventions, document those observations, communicate information to other members of the health care team, and contribute to revision of the nursing plan of care, as needed. It is clear throughout each phase of the nursing process that the LPN is considered to have an important role to play in providing safe patient care in those settings where LPNs are employed.

Clinical Judgment

The nursing process rules for RNs begin with the requirement that the RN will use “clinical judgment” in its application. Clinical judgment is defined as “the application of the nurse’s knowledge and reasoning within the context of the clinical environment in making decisions about patient care” (4723-4-01(B)(4) OAC). This is consistent with expected use of evidence-based practice and best available evidence, and also supports the statement in the implementation phase of the nursing process that the nurse base decisions and actions on “current nursing science” (4723-4-07(A)(3)(a) OAC).

Use of clinical judgment implies that the nurse uses good judgment and critical thinking, applies previously-learned knowledge to current situations, seeks guidance and support as needed, and references evidence-based practice standards rather than tradition as support for nursing actions. (Benner, Hughes, & Sutphen, 2008). Other entire studies are devoted to the topics of critical thinking and clinical judgment. For the purpose of this study, however, it is important to note that all steps of the nursing process require application of clinical judgment skills. Here are some examples, followed by potential clinical scenarios. Remember that these are example only, and the prudent nurse and good critical thinker will reflect on other relevant situations involving use of critical thinking and clinical judgment skills to protect patient safety.

  • The nurse seeks information from various sources as part of assessment
    • These may include people from other health care professions such as medicine, pharmacy, social work, respiratory therapy, and others.
    • They may include the patient, family, and other significant resources, such as religious or cultural informants.
    • Additional sources of data may be written/computerized records – previous medical records from admissions to this facility, transfer information from a nursing home or home health agency, or written data from internal sources such as laboratory reports or provider consultations
  • The nurse validates information with the patient, the family, or other members of the healthcare team rather than making unilateral decisions.
    • This means that the nurse seeks to understand information, rather than leaping to conclusions based on “assumptions” about information. Validating means asking for clarification, requesting input from those who can provide perspective, and considering different angles of a situation.
    • An example may be a situation where a prescriber has written an order for a medication to be given in a dose of 25 mg. The nurse does not regularly give the medication, but does remember having given it in the past in a dose of 2.5 mg. The nurse who is not a strong critical thinker and is operating on “auto pilot” may proceed with the higher dose, thinking that the prescriber must have known what dose to prescribe when the order was written. On the other hand, a good critical thinker will be mindful and focused, realizing that the prescribed dose is different than usual. This nurse will display good clinical judgment by contacting the prescriber to clarify the order and seek additional information. Ohio Board of Nursing rules specify the actions to be taken when clarifying an order, but the decision to do so rests with the clinical judgment ability of the nurse.
  • The nurse keeps an open mind and seeks to learn more about unfamiliar situations, such as patients with different cultural or religious backgrounds
    • Consider the nurse who has a patient from another country, or a patient who is Muslim, Jewish, or Amish. What values and beliefs does this person hold? Who is the primary decision-maker in the family? What does this culture or religious group believe about pain? About death and dying? About male nurses caring for female patients? Seeking to understand the frame of reference and value system of the patient and family will help the nurse in providing patient-centric care.
    • Think about a patient who wants to be admitted to hospice, but requests to be a full code. Why would a patient and/or family make this decision? What values support this perspective? How can the patient’s wishes be honored within the context of the hospice care environment?

The nurse acknowledges when he/she does not have all the answers and needs assistance from someone else.

    • A patient is admitted to a medical-surgical unit with chronic obstructive pulmonary disease. He has a co-morbidity of severe depression and is on antidepressant medication. The nurse is unfamiliar with the medication and treatment plan specific to the depression diagnosis, so a colleague who works on the inpatient psychiatric unit is consulted to assist in assessing the patient and developing a comprehensive plan of care.
    • A patient is admitted to the medical-surgical unit for hip replacement surgery tomorrow. He brings with him the equipment he uses at home for his sleep apnea. The nurse is unfamiliar with this equipment, so takes the opportunity to learn from the patient and his family how it is set up and how it works. The patient is given the autonomy to use the equipment per his usual standard, but knows that the nurse is interested, willing to learn, and available to provide assistance as needed. The nurse also discusses with the patient the availability of a respiratory therapist, should additional assistance be needed.
  • The nurse continually assesses the patient’s situation, making modifications in the plan of care as needed, rather than at prescribed intervals or according to a linear progression of steps.
    • Recognizing that the nursing process is cyclical in nature, the nurse is always alert to new assessment data that will potentially alter the plan of care. The critically thinking registered nurse will carefully consider new data, analyze new facts in relation to what is already known and what is not yet known, will consider “what if” scenarios to project possible outcomes, and will modify the plan of care as needed, based on best-available evidence.
    • The registered nurse carefully considers assignment of personnel, directing provision of care by the licensed practical nurse or performance of tasks by unlicensed assistive personnel, to meet the needs of the patient. Changes in assignment are made as needed, based on nursing assessment of changing patient needs, rather than “static” factors such as number of hours worked or “equal” workloads of staff.
  • The nurse recognizes situations where patients are at risk and seeks appropriate assistance from other nurses or other members of the healthcare team
    • A nurse recognizes that a patient’s condition is deteriorating and considers the implications of calling the rapid response team for assistance. One thought is that calling for assistance may make the nurse look “weak” and unable to handle the situation. Another perspective is that the nurse trusts good clinical judgment in assessing the patient’s condition and realizes that failure to intervene at this point may well lead to cardiac and/or respiratory arrest and the need to have a full code. Knowing that judgments are sound, and that help is available, plus knowing that patient outcomes from rapid response interventions are significantly better than code outcomes, the nurse makes the decision to request assistance from the rapid response team.
    • The nurse regularly assesses fall risk of patients upon admission. Rather than making this a “routine” to check the appropriate boxes in the computerized documentation system, she includes questions to assess the patient’s usual activities at home, considering such factors as use of assistive devices, use of medications that could contribute to unsteady gait, blurred vision, or other situations that could compromise safe mobility. Learning that the patient typically uses a walker at home but has not brought it to the hospital, she contacts physical therapy to procure proper equipment to promote safety in the hospital.
  • The nurse shares information freely to enhance the team’s ability to provide safe, quality care.
    • The nurse works collaboratively as a member of the healthcare team, recognizing the nurse’s significant role in helping the patient have a successful recovery from his major trauma – a multivehicle accident on the freeway in which a passenger in the patient’s car died. The nurse is sensitive to the fact that the patient’s needs are more than medical treatment, and diligently seeks assistance and support from social work, the hospital chaplain, and the patient’s family to meet his comprehensive care needs.
    • The nurse recognizes the need to maintain balance between appropriate sharing of information and the need to safeguard the patient’s personal medical information. The nurse is also aware of situations, such as suspected elder abuse, where mandatory reporting is required, and knows how to adhere to such requirements.
  • The nurse implements a plan of care based on unique factors relevant to an individual patient rather than using a “cook-book” care plan.
    • The nurse uses evidence-based practice standards to provide care based on the best available evidence, recognizing that evidence-based practice consists of more than research data. Several relevant sources of evidence are considered, including the past experience of the nurse and the lived experiences of the patient and his family.
    • The nurse is aware of ways to access information and is savvy in using computer search engines, hospital librarians, and other sources of information to get current data to guide practice. The nurse knows not to rely on information that is dated or comes from questionable sources.
  • The nurse recognizes and values the opportunity to question other members of the healthcare team when unsure about a proposed plan of care or when concerned that the proposed plan of care may not be in the best interest of the patient.
    • The nurse sees herself as a key player in the health care of the patient, rather than a task-performer who carries out a prescriber’s “orders”. Using standardized communication tools such as SBAR (situation, background, assessment, recommendation), the nurse assertively shares information to assist the team in providing comprehensive care.
    • The nurse seeks to understand scopes of practice of other healthcare professions and values the collaboration that can ensue, rather than engaging in “turf wars” to protect artificial boundaries.
  • The nurse is familiar with standards of practice for his practice area and implements appropriate standards to promote patient safety and wellbeing.
    • While law and rules from Ohio’s and other states’ boards of nursing are written in general, to apply to practice in any setting, standards of practice specific to various clinical areas are available from professional associations. There are standards, for example, for critical care nursing, emergency department nursing, oncology nursing, parish nursing, and nursing professional development practice. The good critical thinker will review these standards periodically and reflect on his/her practice in relation to them, using appropriate clinical judgment to make decisions.
    • The good critical thinker knows sources of information and is not afraid to ask questions. He recognizes that questioning is a way to clarify and verify information to aid in providing quality care, rather than a process of challenging another team member’s decision-making. Using effective communication skills, the good critical thinker clearly conveys the concept of respectful collaboration in practice with his colleagues by his verbal and non-verbal behaviors.
  • The nurse uses appropriate sources of data to learn about patients, their needs, and their care.
    • Sources of personal data include patients, families, significant others, and members of the healthcare team.
    • Sources of clinical data include reputable web sites, evidence-based practice standards, research findings, and up-to-date resource books/manuals.
    • Sources of facility specific data can include policy/procedure manuals, ethics guidelines and committees, and administrative directives.
    • The critically-thinking nurse is able to locate appropriate data, or go to the right people to get this data, in order to provide safe, timely patient care.

Numerous additional examples could be provided, but the bottom line is that providing nursing care is both an expectation and a privilege. Nurses are expected to use good thinking and clinical judgment to plan, implement, and evaluate appropriate care, not just be “robots” performing jobs. It is the ability to use clinical judgment that makes the nurse so valuable!

Summary

Ohio Board of Nursing rules guide use of the nursing process by both registered and licensed practical nurses. For the RN, steps of the nursing process include assessment, analysis, planning, implementation, and evaluation. For the LPN, steps of the nursing process include contributing to assessment, planning, implementation, and evaluation. Clinical judgment and current nursing science are expected to be used to carry out the steps of the nursing process in a way that provides safe, appropriate care to patients.

 

References

Benner, P., Hughes, R., and Sutphen, M. (2008) Clinical reasoning, decision making, and action: thinking critically and clinically. Patient Safety and Quality: An Evidence-Based Handbook for Nurses. Volume 1. Rockville MD: Agency for Healthcare Research and Quality.

Hawkins R, Silvester JA, Passiment M, Riordan L, Weiss KB for the National Collaborative for Improving the Clinical Learning Environment IP-CLE Planning Group. (2018) Envisioning the Optimal Interprofessional Clinical Learning Environment: Initial findings from an October 2017 NCICLE Symposium. http://ncicle.org.

Institute of Medicine (2003). Health professions education: A bridge to quality. Washington DC: National Academies Press.

Interprofessional Education Collaborative. (2016).  Core competencies for interprofessional collaborative practice: 2016 update. Washington, DC: Interprofessional Education Collaborative.

Ohio Board of Nursing: www.nursing.ohio.gov

Ohio Board of Nursing Rules, Chapter 4: Standards of Practice Relative to Registered Nurse or Licensed Practical Nurse: http://codes.ohio.gov/oac/4723-4

Nursing Process and Clinical Judgement: Ohio Board of Nursing Law and Rules

Contact Hours Awarded: 1.6 Contact Hours of Category A Ohio Nursing Law & Rules
ONA-18-11-126
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Obesity and Its Implications – Post-Test and Evaluation

DIRECTIONS & DISCLOSURES

1. Please read the below article carefully.

2. Complete the post-test, evaluation form and the registration form.

The post-test will be reviewed. If a score of 70 percent or better is achieved, a certificate will be emailed to you. If a score of 70 percent is not achieved, a letter of notification of the final score and instructions on how to a second post-test will be emailed to you. We recommend that this independent study be reviewed prior to taking the second post-test. If a score of 70 percent is achieved on the second post-test, a certificate will be issued.

If you have any questions, please contact the Ohio Nurses Association’s CE department at sswearingen@ohnurses.org.

There is no conflict of interest among anyone with the ability to control content of this activity.

Criteria for successful completion: Completion of post-test with a score of 70% or higher.

Expiration Date: 9/30/2020

1 contact hour awarded with successful completion.

 

The Ohio Nurses Association is accredited as a provider of continuing nursing education by the American Nurses Credentialing Center’s Commission on Accreditation. (OBN-001-91)

STUDY

Obesity continues to be a growing global health problem. Unfortunately, the United States ranked 12th for adult prevalence rate of obesity in 2016 (Central Intelligence Agency [CIA], 2016). Per the World Health Organization (WHO) (2018), “worldwide obesity has nearly tripled since 1975.”(World Health Organization [WHO], 2018). Obesity is a costly and deadly epidemic, and it is preventable.

What Is Obesity?

Technically, obesity is “an excess of adipose tissue” (Obesity Society, 2016). The Centers for Disease Control and Prevention (CDC) differentiate being overweight and being obese with Body Mass Index (BMI) (Centers for Disease Control and Prevention [CDC], 2016). Body Mass Index is a calculation based on your height and weight.

The following chart depicts the differences, for adults:

  • “If your BMI is less than 18.5, it falls within the underweight range.
  • If your BMI is 18.5 to <25, it falls within the normal.
  • If your BMI is 25.0 to <30, it falls within the overweight
  • If your BMI is 30.0 or higher, it falls within the obese

Obesity is frequently subdivided into categories:

  • Class 1: BMI of 30 to < 35
  • Class 2: BMI of 35 to < 40
  • Class 3: BMI of 40 or higher. Class 3 obesity is sometimes categorized as “extreme” or “severe” obesity.”

(CDC, 2016). The World Health Organization cites the same BMI standards for determining adult overweight and obesity (WHO, 2018).

Determining obesity in children works a little differently. The CDC describes it as “BMI-for-age” (Centers for Disease Control and Prevention [CDC], 2016).

Overweight, Children: BMI at or above the 85th percentile and below the 95% percentile for children and teens of the same age and sex

Obese, Children: BMI at or above the 95% percentile for children and teens of the same age and sex (CDC, 2016).

The problem with obesity is that its danger doesn’t stop with weight. There is a plethora of evidence in the literature supporting the correlation between obesity and other chronic diseases, such as diabetes, hypertension, heart disease and cancer  (Aune et al., 2016). Additionally, obesity has been directly associated with an increased “all-cause mortality” rate  (Aune et al., 2016).

Prevalence in Ohio

Sources estimate that in 2016, 31.5%-32.6% of Ohioans were obese (Centers for Disease Control and Prevention [CDC], 2016)(Robert Wood Johnson Foundation, 2016).  The CDC estimates that 13% of adolescents in Ohio had obesity (CDC, 2016).

The state of Ohio has several programs in place to assist its residents in getting and staying healthy. These programs including training for parents, families, and healthcare providers (CDC, 2016). The Ohio Department of Health partnered with other groups to offer specialized training and education to child care centers that centered around healthy nutrition and physical activity recommendations for the children they serve (Oppenheim, 2016). Because children who are overweight and/or obese are more likely to remain this way as adults, it is imperative that families and healthcare providers alike do everything possible to improve the nutrition and exercise habits of children.

Causes of Obesity

Obesity is a disorder with multi-factorial causation. There is no one single factor that will definitively cause obesity. Causative factors include poor diet and nutrition with insufficient exercise and physical activity (Centers for Disease Control and Prevention [CDC], 2018). Genetics may play a role for some, making it harder to lose excess weight and easier to gain. However, genetics are not a guarantee that one will develop obesity. Behavior modification, healthy eating and regular exercise can help combat poor genes.

Some medical conditions and medications can also contribute to weight gain (CDC, 2018).

There have been some correlations discovered between obesity rates and socioeconomic status (CDC, 2018)(CDC, 2016). Statistics show that Hispanics and non-Hispanic blacks have higher incidences of obesity than other races (CDC, 2018). Connections between income level and obesity rates have been made, particularly with obese women (CDC, 2018).

Community plays a role as well. To eat healthy, one must have access to affordable, healthy food. To be regularly active, one must have a safe place to exercise or allow their children to be active in. Schools need to be equipped with healthy options for students as well as comprehensive physical education.

Health Implications of Obesity

There are numerous health implications of obesity. Carrying excess weight can affect nearly every system in the body, including mental health.

These dangerous co-morbidities are not just affecting adults, either. One study’s calculations estimate that by 2025, as many as 91 million children and adolescents (ages 5-17) globally will be obese (Lobstein & Jackson-Leach, 2016). Additionally, the study researched the estimated prevalence of the following obesity-related co-morbidities in this adolescent population:

Impaired Glucose Tolerance: 12 million

Type 2 Diabetes: 4 million

Hypertension: 27 million

Hepatic Steatosis (fatty liver disease): 38 million (Lobstein & Jackson-Leach, 2016).

The study cautions global healthcare providers on these staggering numbers and their implications on the healthcare system around the world.

The associated co-morbidities of obesity are well-documented (Pantalone et al., 2017). Diabetes, heart disease, hypertension, dyslipidemia and kidney disease are just some of the examples of these serious co-morbidities.

Diabetes: Dr. Margaret Chan, Director-General of the World Health Organization (WHO) in 2016, said, “diabetes is one of the biggest global health crises of the 21st century” (Chan, 2016). Healthcare researchers and providers are saying that America is experiencing both a diabetes and an obesity crisis. In addition to having a serious effect on blood sugar, “diabetes and obesity are the main metabolic drivers of peripheral neuropathy” (Callaghan et al., 2018, para. 4).

Hypertension: Obesity is a known risk factor for hypertension (Hall et al., 2014). One source cites as much as 65%-75% of adult essential hypertension cases are a result of excess weight (Hall, Do Carmo, Da Silva, Wang, & Hall, 2015). The good news is that basic lifestyle modifications such as diet and exercise can drastically reduce hypertension in obese adults and, for some, reduce or eliminate the need for medication (Gorostegi-Anduaga et al., 2018).

Heart Disease: An analysis of 20 studies revealed that heart disease was the lead underlying cause of death in those with Class III obesity (Apovian, 2016).

A 2017 article discussed how higher weight and body mass actually decreased the responsiveness of the common anti-platelet drug, aspirin (Patrono & Rocca, 2017). Aspirin is an important drug in the care of many conditions, including treatment of a potential heart attack. While obesity itself increases risk of a heart attack, to think that the essential aspirin given at the onset of chest pain may be less effective is a scary, but real, thought. It is promising, however, that bariatric surgery is demonstrating some improvement in aspirin responsiveness, according to a study (Norgard, Monte, Fernandez, & Ma, 2017).

Kidney Disease: A 2017 article in the Canadian Journal of Kidney Health and Disease states, “a high body mass index is one of the strongest risk factors for new-onset chronic kidney disease CKD” (Kovesdy, Furth, & Zoccali, 2017, para. 1). Additionally, there have been numerous studies linking obesity, hypertension, and the development of kidney cancer as well as disease (Sanfillipo et al., 2014).

Osteoarthritis: The fact that obesity is a significant risk factor for the development of osteoarthritis is exceptionally bad, because with osteoarthritis comes joint pain. Joint pain can be often severe and can make a person avoid basic physical mobility, especially the exercise needed to lose the weight. The Arthritis Foundation states, “Every pound of excess weight exerts about 4 pounds of extra pressure on the knees” (Kane, n.d., para. 7).

NASH/NAFLD: According to The NASH (non-alcoholic steatohepatitis) Education Program, a study “based on a population with severe obesity (BMI > 40), more than 90% of individuals had (non-alcoholic fatty liver disease) NAFLD” (The NASH Education Program, 2018, para. 3).

Stroke: There are discrepancies among experts surrounding the idea of obesity being a direct risk for stroke. It is proven, however, that complications resulting from obesity (such as hypertension) do increase risk for stroke (Kernan & Dearborn, 2015).

Cancer:  A UK study found that approximately 25% of adults were aware of the causative link between overweight, obesity and cancer risk (Cancer Research UK, 2017).  “Excess body weight has been causally linked to an increased risk of ten different cancer types, including cancer of the esophagus (adenocarcinoma), colorectum, gallbladder, pancreas, liver, breast (post-menopausal), ovary, endometrium, kidney and prostate (advanced stage)” (Arnold et al., 2016, para. 1). Additionally, another study found that not only do obese post-menopausal women have an increased chance of developing breast cancer, but for every ten-year duration of overweight, the risk of developing endometrial cancer rises to 17% (Arnold et al., 2016). While not all carcinogens can be entirely avoided or risk of developing cancer eliminated, maintaining a healthy weight has shown to have a significant impact.

Research is also looking at not just obesity’s role in cancer development, but the factor of age as well. A large scale analysis of related studies reported that obesity in young adults (ages 18-21 years of age) “had a stronger influence on pancreatic cancer mortality” compared with those who became obese later on in life (Arnold et al., 2016). Age, length of time one is obese, and class of obesity all play important roles in disease development and all-cause mortality risk (Arnold et al., 2016).

Infertility

Ovarian function can be altered by obesity and its associated problems, such as hyperinsulinemia and hyperandrogenemia (Özcan Dağ & Dilbaz, 2015). This can lead to problems with conception, increase miscarriage rates, and other problems with fertility for obese women, especially those with polycystic ovarian syndrome (PCOS) (Silvertris, De Pergola, Rosania, & Loverro, 2018). Studies have found that weight loss has a significant impact on improving fertility for women with PCOS (Cox, 2016). One study compared PCOS patients who were treated with the fertility medication clomiphene and patients who participated in a weight loss and lifestyle modification program prior to clomiphene treatment. The results showed that those who lost weight prior to fertility treatment had an increase in both ovulation rate and live birth rate, compared with the group who only took the medication (National Institute of Health [NIH], 2016).

Dementia: Current evidence suggests a connection between obesity and the development of dementia(Anjum, Muniba, Wajid, Wafa, & Ali, 2018). Obese individuals have an increased amount of adipokines. Links have been made between the increased amount of adipokines in obese individuals and decreasing white matter in the brain (Anjum et al., 2018). Additionally, changes in blood flow in obese individuals may also play a role in the development of dementia (Anjum et al., 2018). One 2018 literature review discusses the impact of increased consumption of carbohydrates and saturated fat, typical in the obese, on cerebral glucose metabolism (Anjum et al., 2018). Inflammation and cerebral insulin resistance appear to play a big role in the connection between obesity and dementia (Anjum et al., 2018)(Sripetchwandee, Chattipakorn, & Chattipakorn, 2018).   It is important to note that research is still being conducted in this area, as there are some studies with conflicting information surrounding obesity’s impact on dementia development, although those studies are not without limitations.

Mental Health and Obesity

More research is needed surrounding the correlation between mental health and obesity. One study did find, unsurprisingly, that with obesity came more “mental distress”, compared with those who were not obese (Jung & Chang, 2015). Issues such as stigma, physical limitations, pain, and financial burden of increased healthcare costs are all potential concerns of the obese. Mental health issues such as depression, anxiety, attention-deficit-hyperactivity disorder, and attempted suicide have been cited as being evident in young adult patients with severe obesity (Dreber, Reynisdottir, Angelin, & Hemmingsson, 2015).

The connection between mental health and obesity cannot be denied. Both can cause the same detrimental effects and decrease one’s quality of life. The existing concerns of disability, morbidity and mortality significantly increase when these two problems co-exist  (Avila et al., 2015). The World Health Organization reports depression as being one of the leading causes of global disability (Abdelaal, Le Roux, & Docherty, 2017). One study estimates that “25%-30% of obese patients seeking bariatric surgery show marked clinical symptoms of depression”  (Abdelaal et al., 2017, para. 25). Additionally, research indicates that even after bariatric surgery, body image concerns are very common (Perdue, Schreier, Swanson, Neil, & Carels, 2018).

The cycle of depression and obesity can be difficult to get out of. If depression can lead to weight gain, and having gained weight increases depression and robs the motivation and energy to exercise, it becomes a vicious cycle.

Research continues to be done on the connections between mental illness and obesity. One 2018 study reported that early-pregnancy maternal overweight and obesity had a significant impact on depressive symptoms (Kumpulainen et al., 2018).

Costs of Obesity

The costs of obesity reach far beyond the obvious. According to the CDC, obesity’s impact on the Armed Forces is growing (CDC, 2018). The data shows that as many as 16.5 million women and 5.7 men who are eligible for enlistment became ineligible due to their weight and body fat. (CDC, 2018). It may be something that doesn’t cross our minds every day, but this significant impact needs to be acknowledged.

Sources estimate approximately $2.0 trillion dollars was the global financial impact of obesity in 2014 (Tremmel, Gerdtham, Nilsson, & Saha, 2017). But the economy isn’t just affected by obesity in dollars and cents. Loss of productivity, lost work days, and increased risk of permanent disability are just some of the ways obesity can impact the economics of our country – as well as the citizens.

According to the American Diabetes Association, the cost of diagnosed diabetes in 2017 was $327 billion, with an average healthcare expense cost to each diabetic patient of over $16,000/year (American Diabetes Association [ADA], 2018). While not every patient with diabetes is obese and vice versa, it is important to consider the cost of diabetes when discussing the financial impact of obesity.

The most important cost, however, is the number of lost lives due to this preventable epidemic. Premature, all-cause mortality has been directly correlated with increased BMI (Aune et al., 2016).

Treatment of Obesity

The treatment of obesity requires a comprehensive, multi-focal, holistic approach. Factors ranging from community, mental health, genetics and lifestyle all play an important role. There is no one-size-fits-all answer for the treatment of obesity, and each patient should be treated as an individual and their specific risk factors addressed. The literature states, “Achieving sustainable weight loss requires comprehensive strategies that support patients’ efforts to make significant lifestyle changes” (Massetti, Dietz, & Richardson, 2017, para. 7). These lifestyle changes involve often drastic changes to diet and physical activity. But to achieve these changes, many other changes need to be made first.

Interventions at Home

Those trying to make a lifestyle change to combat obesity often need to decrease the amount of meals at a restaurant and/or take-out and begin cooking more at home. This takes time and could be more financially expensive than fast food. However, the physical toll fast food takes on the body makes the effort well worth it.

Busy schedules may need to be made even busier. Time needs to be dedicated to physical activity, whether it is a long walk or a trip to the gym. More time will be spent grocery shopping and preparing food. “Meal prepping”, or making meals prior to when they will be eaten, is a habit of many who strive to eat healthier. Instead of grabbing something from the work cafeteria or vending machine, lunches should be prepared at home prior. But once again, this takes time and a concentrated effort.

Specific recommendations for exercise vary and a physician should always be consulted before beginning every exercise program. In general, American Heart Association (AHA) guidelines suggest “30-60 minutes of moderate intensity aerobic physical activity, like brisk walking, done nearly every day” (American Heart Association [AHA], 2014, para. 5).

Interventions at the Community Level

Community level interventions have been proven effective, especially in the uninsured population and those in a lower socioeconomic status (Ahn et al., 2017). There has been an identified link between community resources and improved “family-centered” outcomes for childhood obesity, including improved BMI (Taveras et al., 2017). One program called Taking Steps Together comprised of “16 weekly 2-hour classes including educational activities, group cooking/eating, and physical activities for parents and children” (Anderson, Newby, Kehm, Barland, & Hearst, 2014, para. 1). Offering these programs at community locations such as recreation centers have been proven as accessible and effective for urban community families (Heerman et al., 2018).

Medical Interventions

There are a variety of medical related interventions for obesity. Medications, surgeries and diet plans are all available, but most come with additional risk. One 2018 study of 1888 patients found that bariatric surgery did improve outcomes related to co-morbidities of obesity, such as diabetes and hypertension. However, the study also found that these surgeries presented significant risk of serious complications (Jakobsen et al., 2018). While weight loss surgery can be life-saving for some, it is not a guarantee of sustained weight loss success.  Research indicates between 21%-29% of lost weight was regained, and over one-third of patients who underwent Roux-en-Y gastric bypass experienced “excessive” weight gain down the road (Cooper, Simmons, Webb, Burns, & Kushner, 2015).

Orlistat, liraglutide, naltrexone/bupropion and locaserin are all examples of prescription medications that are used for weight loss (Leahy, 2017). While there is no “magic pill” for weight loss, these work in different ways to help aid the weight loss process. As with surgery, these do not come without risks and are not for everyone. There are specific Food and Drug Administration (FDA) regulations for those medications that are marketed as “weight loss medications” (Leahy, 2017). Some of these medications also assist with managing associated co-morbidities such as diabetes. For example, liraglutide works on managing blood sugar and insulin levels (Leahy, 2017). Medications should always be used with caution and only in combination with other lifestyle modifications such as diet and exercise.

Summary

Obesity and its co-morbidities are an epidemic in America. It has become a complex, expensive and dangerous problem. Ultimately, the answer is not in expensive surgeries or fad diet pills. A well-balanced, healthy diet and regular aerobic exercise are key for preventing and treating obesity and its co-morbidities. Nurses can make an impact on this serious epidemic through patient education, advocacy and community involvement.

References

Abdelaal, M., Le Roux, C., & Docherty, N. (2017). Morbidity and mortality associated with obesity. Annals of Translational Medicine, 5(7). https://doi.org/10.21037/atm.2017.03.107

Ahn, S., Lee, J., Bartlett-Prescott, J., Carson, L., Post, L., & Ward, K. (2017, March 9). Evaluation of a behavioral intervention with multiple components among low-income and uninsured adults with obesity and diabetes. American Journal of Health Promotion, 32(2). https://doi.org/https://doi-org.library.capella.edu/10.1177/0890117117696250

American Diabetes Association. (2018). Economic costs of diabetes in the U.S. in 2017. Retrieved from http://care.diabetesjournals.org/content/early/2018/03/20/dci18-0007

American Heart Association. (2014). Losing weight. Retrieved September 13, 2018, from http://www.heart.org/HEARTORG/HealthyLiving/WeightManagement/LosingWeight/Losing-Weight_UCM_307904_Article.jsp#.W5pGwehKjD4

Anderson, J., Newby, R., Kehm, R., Barland, P., & Hearst, M. (2014, August 22). Taking steps together: A family- and community-based obesity intervention for urban, multiethnic children. Health Education & Behavior, 42(2). https://doi.org/https://doi-org.library.capella.edu/10.1177/1090198114547813

Anjum, I., Muniba, F., Wajid, A., Wafa, S., & Ali, A. (2018). Does obesity incrase the risk of dementia: A literature review. Palo Alto, 10(5). https://doi.org/10.7759/cureus.2660

Apovian, C. M. (2016, June 2). Obesity: Definition, comorbidities, causes, and burden. Impact of Obesity Interventions on Managed Care. Retrieved from https://www.ajmc.com/journals/supplement/2016/impact-obesity-interventions-managed-care/obesity-definition-comorbidities-causes-burden?p=1

Arnold, M., Jiang, L., Stefanik, M., Johnson, K., Lane, D., LeBlanc, E., … Zaslavsky, O. (2016). Duration of adulthood overweight, obesity, and cancer risk in the women’s health initiative: A longitudinal study from the United States. PLoS Medicine, 13(8). https://doi.org/http://dx.doi.org.library.capella.edu/10.1371/journal.pmed.1002081

Arnold, M., Leitzmann, M., Freisling, H., Bray, F., Romieu, I., Renehan, A., & Soerjomataram, I. (2016). Obesity and cancer: An update of the global impact. Cancer Epidemiology, 41, 8-15. https://doi.org/10.1016/j.canep.2016.01.003

Aune, D., Sen, A., Prasad, M., Norat, T., Janszky, I., Tonstad, S., … Vatten, L. (2016). BMI and all cause mortality: systematic review and non-linear dose-response meta-analysis of 230 cohort studies with 3.74 million deaths among 30.3 million participants. BMJ. https://doi.org/https://doi.org/10.1136/bmj.i2156

Avila, C., Holloway, A., Hahn, M., Morrison, K., Restivo, M., Anglin, R., & Taylor, V. (2015). An overview of links between obesity and mental health. Current Obesity Reports, 4(3), 303-310. https://doi.org/10.1007/s13679-015-0164-9.

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Gorostegi-Anduaga, I., Corres, P., Martinez Aguirre Betolaza, A., Perez-Asenjo, J., Aispuru, G. R., Fryer, S., & Maldonado-Martin, S. (2018, January 9). Effects of different aerobic exercise programmes with nutritional intervention in sedentary adults with overweight/obesity and hypertension: EXERDIET-HTA study. European Journal of Preventive Cardiology, 25(4). https://doi.org/https://doi-org.library.capella.edu/10.1177/2047487317749956

Hall, J., Do Carmo, J., Da Silva, A., Wang, Z., & Hall, M. (2015, March 13). Obesity-induced hypertension. Circulation Research, 116(6), 991-1006. Retrieved from https://www.ahajournals.org/doi/abs/10.1161/circresaha.116.305697

Hall, M., Do Carmo, J., Da Silva, A., Juncos, L., Wang, Z., & Hall, J. (2014). Obesity, hypertension, and chronic kidney disease. International Journal of Nephrology and Renovascular Disease. Retrieved from https://doaj.org/article/a2e50145a62d46a0af4cc04eabc2c98c

Heerman, W., Schlundt, D., Harris, D., Teeters, L., Apple, R., & Barkin, S. (2018). Scale-out of a community-based behavioralintervention for childhood obesity: pilotimplementation evaluation. BMC Public Health, 18. https://doi.org/10.1186/s12889-018-5403-z

Jakobsen, G., Småstuen, M. C., Sandbu, R., Nordstrand, N., Hofso, D., Lindberg, M., … Hjelmesæth, J. (2018, January 16). Association of bariatric surgery vs medical obesity treatment with long-term medical complications and obesity-related comorbidities. JAMA, 319(3), 291-301. https://doi.org/10.1001/jama.2017.21055

Jung, H., & Chang, C. (2015). Is obesity related to deteriorating mental health of theU.S. working-age population? Journal of Behavioral Medicine, 38(1), 81-90. https://doi.org/10.1007/s10865-014-9580-7

Kane, A. (n.d.). How fat affects arthritis. Retrieved from https://www.arthritis.org/living-with-arthritis/comorbidities/obesity-arthritis/fat-and-arthritis.php

Kernan, W., & Dearborn, J. (2015, May 5). Obesity increases stroke risk in young adults: Opportunity for prevention. Stroke, 46(6). Retrieved from https://www.ahajournals.org/doi/10.1161/STROKEAHA.115.009347

Kovesdy, C., Furth, S., & Zoccali, C. (2017, March 8). Obesity and kidney disease: Hidden consequences of the epidemic. Canadian Journal of Kidney Health & Disease, 4. https://doi.org/https://doi-org.library.capella.edu/10.1177/2054358117698669

Kumpulainen, S., Girchenko, P., Lahti-Pulkkinen, M., Reynolds, R., Tuovinen, S., Pesonen, A., … Räikkönen, K. (2018). Maternal early pregnancy obesity and depressive symptoms during and after pregnancy. Psychological Medicine, 48(14), 2353-2363. https://doi.org/http://dx.doi.org.library.capella.edu/10.1017/S0033291717003889

Leahy, L. (2017). Medication-assisted weight loss in the age of obesity. Journal of Psychosocial Nursing & Mental Health Services, 55(8), 21-26. https://doi.org/10.3928/02793695-20170718-02

Lobstein, T., & Jackson-Leach, R. (2016). Planning for the worst: estimates of obesity and comorbidities in school-age children in 2025. Pedatric Obesity, 11(5), 321-325. https://doi.org/http://dx.doi.org.library.capella.edu/10.1111/ijpo.12185

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Obesity and Its Implications

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Developing a Nursing IQ – Part 5: Practical Intelligence: Surviving in the Real World – Post-Test and Evaluation

DIRECTIONS

1.   Please read the below independent study carefully.

2.   Complete the post-test, evaluation, and the registration and payment (if applicable).

The post-test will be reviewed. If a score of 70 percent or better is achieved, a certificate will be sent to you. If a score of 70 percent is not achieved, a letter of notification of the final score and a instructions on how to take the second post-test will be sent to you. We recommend that this independent study be reviewed prior to taking the second post-test. If a score of 70 percent is achieved on the second post-test, a certificate will be issued.

If you have any questions, please contact the Ohio Nurses Association’s CE department at info@ce4nurses.org or call 1-800-735-0056.

The Theory of Successful Intelligence:

It’s not all about IQ. 

Dr. Robert Sternberg, a psychologist, proposes that IQ tests, SAT’s and ACT’s measure only a portion of our total intelligence. As a matter of fact, he states that IQ tests, SAT’s and the like measure for the most part, our inert intelligence. Inert intelligence is defined as intelligence that is unable to move or act; it is not reactive with other elements and is not goal-directed. Many IQ tests call for the regurgitation of information learned from books such as solve a math problem, define a word, etc. Even when given a problem to solve, one may rely on an algorithm, again learned from a book, to solve this particular problem. The problem is a structured one that conveniently can be solved using the learned algorithm.

However, inert intelligence is not real world. Algorithms learned from a book seldom fit the everyday real world problems we encounter. While the inert intelligence we acquire during the course of our academic education certainly gives us a basis to enter into the real world, it doesn’t give us all we need in order to function. We have to be able to recognize when to apply learned information as well as we have to apply that knowledge to a given real world situation.

Sternberg also contends that IQ test scores can actually harm a person. If a person scores poorly on an IQ test, he or she may be labeled as being “dumb”. Because of the “dumb” label, expectations are also set at a lower level for that individual. No one expects much from the “dumb” person, and this becomes a self-fulfilling prophecy. The individual then, being labeled “dumb,” often has very low or no expectations for him or herself. It becomes a vicious cycle and the individual lives up to expectations that are far below what he or she could accomplish.

Furthermore, when a “dumb” person does happen to perform well, perhaps in a subject he or she really enjoys, the good work is viewed with suspicion and an assumption that he or she “cheated” may be made. Yet we have all encountered “dumb” individuals who go on to become very successful in life, i.e., Thomas Edison, and Albert Einstein.

Ironically there are ramifications for the individual who achieves high scores on IQ tests. The individual is labeled as being “smart” and the expectation bar is set very high for that person. In some cases, there may be so many high expectations, it is difficult for the individual to meet all those expectations. Because the individual is labeled “smart,” s/he is expected to be “smart” in all aspects of his/her lives. When a “smart” individual encounters a situation he or she doesn’t know how to handle, or is less than stellar, he or she doesn’t know how to handle the situation. He doesn’t know how to be second best or the B student, when he has always been the best or the straight A student. The smart individual then begins to think of himself as a failure. In the face of failure, the smart individual may choose to withdraw from the situation.

Sam, for example, had been a stellar student, becoming valedictorian of his high school class and maintaining an A+ average in advanced college placement courses. He was in all sorts of extracurricular activities that included a variety of sports, band, debate club, and the theater group in high school. He excelled at everything he did. With high expectations for continuing excellence, Sam went on to college. However, in college many of his courses were graded on a curve and there were individuals in Sam’s classes who scored higher on tests than Sam did. While Sam was at the front of the curve at his high school, he found he was struggling in some classes to fall in the middle of the curve in college. Sam came home with a 2.7 (B-/C+) grade point average in college. His parents, who always expected him to excel, were very disappointed and accused Sam of “partying” too much and told him he better “buckle down” and study harder. Sam felt like a total failure!

During the next semester, Sam studied every moment he could, even seeking out tutoring. His next report card showed his grade point average to be 2.8! He became despondent. He was working so hard, but there were other students who were more academically gifted than he was. Sam decided he was just wasting his time and since in his eyes he was failing, he withdrew from college. He came home and got a job working at a fast food restaurant earning minimum wage. He simply did not know how to cope with the fact he was not the “smartest” person in college; thus he withdrew from the situation. In essence, he committed academic suicide.

In some instances, one may see others commit professional suicide, meaning that when these individuals cannot cut it in the real world; they will withdraw to a “safe” place. While Sam wasn’t the smartest person in college, perhaps he chose to work at the fast food restaurant because that was an environment where he could appear to be the “smartest” person. It was a safe environment for him, but far below his abilities and capabilities.

IQ tests, while they measure our inert intelligence, should perhaps be viewed with a bit of skepticism. IQ test results are not predictors for future performance. There certainly must be an explanation for why we see “dumb” people exceeding in life, while “smart” people simply are not living up to their potential. This is what led Dr. Sternberg to his theory of Successful Intelligence. He simply states IQ is a measure of knowledge achievement (inert knowledge) while Successful Intelligence is a measure of those who excel. Low IQ scores do not preclude high yields of Successful Intelligence and high IQ scores do not guarantee high yields of Successful Intelligence either. IQ and Successful Intelligence are not dependent on one another. There must be something more to our intelligence than what is measured in an IQ test.

Dr. Sternberg proposes there are three areas of intelligence and that people who use and balance all three intelligences are those who are successfully intelligent and go on in life to excel. The three intelligences are analytical intelligence, creative intelligence and practical intelligence.

Analytical, Creative and Practical Intelligence Defined

Sternberg identifies three areas of intelligence that, when used in balance with one another, yield successful intelligence. The intelligences are:

Analytical intelligence has to do with learning things and analyzing things. Inert intelligence is a small part of analytical intelligence. Critical thinking, in its narrowest of definitions, and nursing process are examples of analytical intelligence. (Critical thinking in a broader definition would include creative and practical intelligence as well as analytical intelligence). Solving a structured problem from a book is another example of analytical intelligence.  However, most problems encountered in everyday life are not well structured. Many times we have to figure out just what the problem is before we can begin to solve it. Evaluation is a form of analytical intelligence. Consider patients you encounter. Many times they will report a problem, only you discover the problem is something entirely different.

Mrs. Sweet came into her physician’s office repeatedly with high blood sugars and elevated hemoglobin A1C levels. She persisted in saying she was taking her insulin and was avoiding sugars. She maintained there was something wrong with her insulin because it didn’t seem to be working. A new prescription was given to her; she filled it at the pharmacy, but returned to the physician’s office with the same elevated blood sugar levels. This was repeated a number of times with no correction of the blood sugars. The nurse analyzed there was still a problem and evaluated that the solutions they were offering were not working.  The nurse knew they had to do something else.

Creative intelligence was primarily the focus of Part 4 of this series and deals with synthesis of ideas. Creatively intelligent individuals connect ideas to formulate new ideas that others have missed. A big part of creative intelligence is making connections with what one knows in order to define problems. To continue our story about Mrs. Sweet, the nurse asked Mrs. Sweet to show her how she was injecting her insulin. Mrs. Sweet had excellent technique and was accurate with the dose of insulin. When she finished, Mrs. Sweet commented that she always administered the insulin in one particular spot on her thigh because “it didn’t hurt to give the shot there.” The nurse picked up on this comment and found Mrs. Sweet had been administering her insulin in the same spot and not rotating her injection sites. The particular “spot” was now a thickened almost callous like area of skin. No wonder the insulin “wasn’t working” anymore! It wasn’t that the insulin wasn’t working; the problem was it was being incorrectly administered which is a completely different problem. The nurse had synthesized the problem.

Here’s another example of creative intelligence. Many years ago when continuous tube feedings were just beginning to be the up and coming mode of nutritional support, nurses struggled with how to maintain and administer these feedings. Accurate feeding pumps were not yet developed and available. Regina was a nurse who frequently had to administer continuous feedings to her patients. The old feeding pumps that were in use at the time didn’t administer the feedings with the accuracy that was now demanded. Regina had the idea to take a douche bag, cut the tubing off leaving approximately four inches of tubing. Next she spiked mini-drip IV tubing into the remaining douche bag tubing. Miraculously it fit. She then put the tube feeding solution into the douche bag and ran the IV tubing, now connected to the douche bag through an IV pump. Voila! She had synthesized a way to accurately deliver continuous tube feedings to patients.

She had the idea to take readily available equipment and she literally connected these together to devise her system. For a number of years on her nursing unit, that was how nurses delivered continuous feedings to patients.

Practical intelligence has to do with putting our ideas into use. Some people refer to practical intelligence as common sense, or to paraphrase an old Nike athletic shoe advertisement, “just do it”.  Individuals who possess practical intelligence are able to translate their ideas into action. Practically intelligent individuals have a knack for taking information they have gained and making use of it.

Consider Mrs. Sweet again. The nurse, using her creative intelligence, had identified she was dealing with an insulin administration problem. Now she needed to develop a plan and put that plan into work.  The nurse reminded Mrs. Sweet of the importance of rotating injection sites and Mrs. Sweet said she had remembered hearing this information previously, but had forgotten. The nurse also consulted with the physician who revised the dosage of insulin upon hearing the problem was an administration problem.  The nurse had utilized her practical intelligence. She formulated ideas, devised a plan and executed her plan; she is successfully intelligent.

Consider Regina the nurse who created the method to deliver continuous tube feedings. Not only did she recognize and define the problem and formulate a solution (creative intelligence), she acted on her ideas (practical intelligence). She actually tinkered with the equipment, and made her ideas come to life when she began using her IV tubing/douche bag tube feeding system. There are many individuals who have great ideas, but they never put their ideas into play. The difference between someone with great ideas and Regina is the can-do attitude Regina possesses. She follows through, while others never execute their ideas. The world is full of individuals who are “someday” going to do this and such, but it is the practically intelligent who actually “just do it.”

How we come by practical intelligence: tacit knowledge, experience, and reflection: 

Practical intelligence is a display of our tacit knowledge. Tacit knowledge is that action-oriented common sense practical know how type of intelligence. Tacit knowledge does not necessarily correlate with IQ. In other words, a person can have high IQ, but a low level of tacit knowledge.

Sometimes these individuals are described as being “book smart” but have no common sense. On the other hand, there are those who have less than great IQ scores, but have high levels of tacit knowledge. Often these individuals are described as being “down to earth and practical” or as possessing “a lot of street smarts”. Think about this for a moment. Let’s say you encounter a unique clinical situation you have never encountered previously. You decide to consult a nurse colleague. You are working with two nurses. One is book smart; the other colleague is that down to earth, practical person. Which one do you choose to consult regarding the problem? Why? What might each nurse contribute to solving your patient problem?

Very often, the nurse who is the down to earth, practical nurse will be the one consulted. The book smart nurse, while he or she may be able to recite a theory, he or she has no idea how to make use of that theory. But the “street smart” nurse, while he or she may not be able to recite theory, will more often than not have a solution for you to try. Tacit knowledge is a predictor for future performance and success. When an individual possesses both high levels of IQ and tacit knowledge, that combination makes for an extremely successful individual.

There are three parts to tacit knowledge.

1.)    Tacit knowledge is about knowing how and about doing.

2.)    Tacit knowledge is relevant to the attainment of goals people value.

3.)    Tacit knowledge is typically acquired without help from others.

Consider Regina again. She devised a system, using IV tubing and a douche bag, to administer continuous tube feedings to her patients (knowing and doing). She did this in an independent manner. No one assisted Regina. The solution she devised was relevant to attaining her goal of accurately administering continuous tube feedings. This is an excellent example of practical intelligence. When asked why and how she came up with this idea, Regina simply replied it seemed like common sense to her and she thought she’d give it a try. Regina is successfully intelligent. She uses all three intelligences: analyzes the problem (analytical intelligence), creates a solution (creative intelligence) and gives life to her ideas (practical intelligence). She exhibits self-efficacy or a “can-do” attitude. Successfully intelligent individuals display self-efficacy and get the job done.

Tacit knowledge comes from our experiences. Our IQ does not increase with experience, but our tacit knowledge does. It is our experiences that give us practical intelligence. It is important to note that it is not necessarily the amount of experience you have, but it is how much you profit or benefit from your experiences that is key.  This is why one may know colleagues who have been practicing nursing for many years, yet they still seem to be functioning at an advanced beginner level of practice.

It also explains why another nurse, with perhaps only a few years of practice is functioning at a proficient or even expert level of practice. The difference between these nurses is that the second nurse has profited or benefited from her experiences. How do we benefit from our experiences? Utilizing the critical thinking strategy of reflection is key. When one reflects about experiences, one learns and increases tacit knowledge. I like to say it’s not the experiences that make the nurse, but it’s what the nurse makes of the experiences.

How does one reflect?  Think back on your day and ask yourself what you learned. What new experiences did you encounter? Give thought not only to clinical situations, but interpersonal situations as well. Perhaps you encountered a difficult patient or colleague. Ponder how you could have handled communications in a better manner with that individual. Many individuals write in diaries or journals chronicling their thoughts. Often seeing your thoughts on paper and having an opportunity to re-read your ideas has the added benefit of re-enforcing what you have gained. Give consideration to observing co-workers. How do they handle situations? How do they handle clinical situations?

One can learn from observing a situation that was not handled very proficiently as well.  In observing the mistakes of others, one can learn not to repeat the mistakes made by the other person. Often at meal breaks, colleagues discuss patients or tell “war stories” about clinical situations either present or past.  Listen to these stories, they are reflections of clinical practice and clinical decision making. Much can be learned from listening to a nurse recount a clinical situation. Not only does the nurse who is recounting the story learn, but the listeners learn as well. When the person has finished recounting his or her story, ask what was learned from that situation. Share your own observations about the story you heard. Engage in a conversation about the scenario.

Case studies are also a form of reflection. Whether the case study is one presented in an independent study or one presented at a conference, it offers reflection. Along with the case study presentation a discussion follows. The discussion is reflection.  It is an excellent way for advanced beginners to experts to learn and gain practical intelligence.

Developing and Nurturing Practical Intelligence: Moving toward Successful Intelligence

Self-activation versus Self-sabotage: Helping yourself and others develop practical intelligence. 

Besides reflection, how else might one develop and nurture one’s practical intelligence? Many individuals sabotage themselves with obstacles that are often self-created. Charlotte is a nurse with three years of experience. She has had three different jobs in as many years. By now, one would expect Charlotte to be able to function independently and able to complete her patient care assignments. However, Charlotte continues to ask for assistance from her co-workers on a routine basis. When she doesn’t finish her patient care assignments, she often blames her co-workers because they “didn’t come and help her.” Her co-workers, who have their own busy assignments, have come to resent helping Charlotte, especially when they observe her sitting at the nurses’ station drinking coffee.

When they have asked her for assistance, she says she is too busy and they should ask someone else. Some of her colleagues have even tried to assist Charlotte with time management skills, but Charlotte doesn’t seem to learn these skills. Some charge nurses, in making daily patient assignments, have felt sorry for poor Charlotte and given her a lighter assignment than the other nurses. This has only fostered more resentment towards Charlotte.

Charlotte is not a stupid person. She did well in school and often contributes good ideas at staff meetings exhibiting some creative intelligence. But she does not execute her ideas and she clearly isn’t putting her education into action. Charlotte is sabotaging herself and her co-workers with this dependent attitude. She clearly lacks practical intelligence.

In the remainder of this independent study, we will explore twenty items that contribute to the evolution of one’s practical intelligence. As one learns to balance analytical, creative and practical intelligences, one achieves successful intelligence. We can use these items to nurture our own practical intelligence or to assist another person in nurturing their practical intelligence.

  1. The successfully intelligent individual motivates himself or herself. It doesn’t matter how much or what talents one has if one doesn’t use them. Motivation accounts for at least as much as intellectual skills. Motivation is often the main difference that accounts for success in one individual versus another. Motivation can come from an internal or external source.

External motivators would include things like pay, awards, recognition from a superior or peers, or a promotion. Internal motivation is our own self-satisfaction. Because external motivators are transient, for a person to be able to sustain his or her motivation, internal motivation is preferable. Internal motivation gives one a need to master a skill or project. Internal motivation provides a sheer desire to work hard and see a job well done and distinguishes genius. Yes, individuals who are talented and skilled put those talents and skills to use to the best of their abilities, and take self-satisfaction are individuals who are labeled as geniuses.

Geniuses are not just the Albert Einsteins or Thomas Edisons of the world. Look around you at those productive talented people you know. They are geniuses even when it comes to completing some of the most mundane work. Thinking back to Charlotte, do you think she is motivated? She possesses knowledge and skill, but is she utilizing it to her full potential? Perhaps Charlotte does not want to succeed.  With success often comes more responsibility that perhaps Charlotte does not desire. One has to want to succeed. Just wanting to succeed is a motivator. Ask the individual what motivates him or her. Give the person a list of internal and external motivators and ask him or her to identify or rank his or her motivators.

What motivates you? If you are working with a motivated individual, it is best to stay out of his or her way. Allow that individual to pursue his or her goals and interests. With enough motivation, the person will achieve the goal, gain more successful intelligence in the process, and everyone benefits.

  1. Successfully intelligent individuals learn to control their impulses. Impulsive behaviors tend to hinder intellectual work and do not allow for reflection. If one acts on the first idea one has and gets carried away with that idea, one may be missing out on a better idea. There may be better solutions than the first idea. Let ideas incubate for awhile; kick the idea around for awhile. Then, if you determine it’s the best idea, go with it. There are successfully intelligent individuals who act very quickly. Those successfully intelligent individuals who do act quickly and decisively are acting based upon past experiences.

Help nurture practical intelligence by learning to review one’s work and ideas. Utilize incubation. Use analytical intelligence to critique ideas, creativity to adjust the idea, and practical intelligence to put the idea into action.  Reflect on results. However, endless reflection is not desirable either. One who reflects and “thinks about” things endlessly also does not accomplish anything.

  1. Successfully intelligent individuals know when to persevere. Many individuals, upon not achieving success the first time around, give up. They do not persevere. Perhaps they are not willing to re-evaluate their ideas, fine tune them and try again. Successfully intelligent individuals know how to rework problems and possible solutions and often, in spite of a lack of support, will achieve success. Also important, successfully intelligent individuals know when to quit. They recognize when a problem cannot be solved and move on. Successfully intelligent people do not keep solving the same problem over and over again.

Mary is one of Charlotte’s colleagues. Mary has tried a number of times to assist Charlotte with time management and work organizational skills to no avail. She has come to the conclusion Charlotte is being lazy and feels Charlotte is simply taking advantage of her co-workers by getting them to do a lot of the work she should be doing. Knowing she has not been successful in changing Charlotte’s behaviors, Mary gives up. She recognizes that Charlotte is the only one who can change her own behaviors. Mary also refuses to play into the scenario by always helping Charlotte, unless it is a situation whereby Mary realizes Charlotte’s request for assistance is reasonable.

  1. Successfully intelligent individuals know how to make the most of their abilities. Successfully intelligent individuals know what they are good at doing as well as what they are not good at doing. Successfully intelligent tend to love what they do because they choose to undertake work for which they have ability to do.

Jane is a nurse who has wonderful teaching skills. She has always gravitated towards teaching roles being a preceptor, patient educator and now enjoys a role in continuing education.  However, at one point in Jane’s career she had been a manager. While she competently did the job, she hated every minute of it and struggled to complete many of her managerial duties, especially when she had to fire an individual from her staff.

She began to have health problems while serving as a manager. She developed high blood pressure, sleeping difficulty and severe heartburn problems. She realized that in this particular job she was not utilizing her strengths.  She decided to leave this position and return to teaching where she has created her own business in continuing education. She recognized her strengths were in teaching, not managing. Rather than stay in a position where she was not able to use her talents and the fact she was miserable, she changed positions. And that high blood pressure, insomnia and heartburn, they all resolved spontaneously when she left management!

Too often individuals stay in jobs where they do not use their talents. The sad thing is when they don’t use their talents, they are not happy. Often when they are unhappy, like Jane, it may translate into health problems or take a toll on personal relationships. They turn into someone no one likes or respects. It’s interesting to ask a tyrant why they stay in the particular position they hold. Often they will tell you it is because of the money, job title or power, all external motivators. If you asked them what their ideal job would be, you will often get a very different answer compared to the job they currently hold.

What about you?  Are you doing what you love to do?  What are your talents and abilities? Make a list of things you love to do and are good at versus those you do not like and struggle to do. (Or have the person you are nurturing do this.) Review this list. Are you able to do the things you like frequently enough? Is there too much in your job or your life that you do not like doing? Are you having health or interpersonal problems because of it?  What can you do to change this situation?

  1. Successfully intelligent individuals translate thought into action. People can become buried in thoughts. They have all kinds of great ideas, but don’t know what to do with them. How many times have you heard someone say “Some day I’m going to….”, only they never seem to do anything. But how does one get started? Putting together an action plan is a good place to begin. Break the idea or project down into smaller increments or a “To Do List”. Next, you will want to prioritize the items. You may want to develop a time line or set deadlines to accomplish milestones of the project. This is especially important if you need time management assistance. Then start! You can assist others in this same manner.

Individuals who are less successful often have regrets about things they have done, i.e., if only I had done thus and so.  Successfully intelligent individuals, if they have regrets at all, have regrets about the things they have not done.  Successfully intelligent individuals realize the only way to benefit from an idea is to put it into action.

  1. 6. Successfully intelligent individuals have a product orientation and focus on the end result. Many people aren’t as successful as they might be because they get caught up in the process of doing versus producing. Bob is a nurse who gets caught up in process. He is a home care nurse assigned to Mr. Hoover and he fills Mr. Hoover’s pillboxes every two weeks. What would take any other nurse 45 minutes to complete takes Bob three hours. He fills the pillboxes, then goes back and double and triple checks the medications. Often he removes pills and then starts anew on the project.

Unfortunately, in spite of Bob’s diligence, when other nurses have visited, they have found errors in Mr. Hoover’s medications. Bob is certainly busy the entire time he is working to fill the pillboxes; he just isn’t productive. Besides taking a long time to complete, he doesn’t complete the task accurately and leaves Mr. Hoover at risk. Successfully intelligent individuals don’t get bogged down in minutia. There is more than one way to complete just about any given task. Rather than waste or spend time getting bogged down in the multiple ways of “how” to do something successfully intelligent individuals keep looking forward to the “what” they are completing.

Successfully intelligent individuals are concerned with process, but the ultimate goal is the end product. Successfully intelligent individuals want results. In our society, we have increasingly become a consumer society. We purchase disposable products, download music, watch television, communicate via computers, and purchase the latest gizmo and gadget. But what do we create? What do we make?  Successfully intelligent individuals have a producer mentality versus a consumer mentality.

  1. Successfully intelligent individuals complete tasks and follow through. Some individuals have problems completing tasks for a variety of reasons. These non-completers may be afraid of failure or they may be afraid of success. With success come new responsibilities or people now expecting more from that individual. Some people may not complete tasks because they don’t know what they will do next.

Successfully intelligent individuals know what they will do next. They generally are not at a loss for things to do. Some individuals fall prey to Zeno’s Paradox.  Zeno’s Paradox states that a body in motion wishing to reach a given point must first traverse half the distance, then half the remaining distance, then half the distance again, ad infinitum. If one always goes half the distance, he or she will never reach the final destination. Successfully intelligent individuals get to where they are going. They follow through. They recognize the difference between lifelong learning and being a perpetual student!

  1. Successfully intelligent individuals are initiators. Many individuals have to wait to be told what to do.  Or others spend time mulling things over for such a long time, they never make up their minds and pursue their goals.  An inability to initiate often results from a fear of commitment.  Successfully intelligent individuals usually do not have to be told what to do.  Successfully intelligent individuals see things that need to be done and they do them!
  2. Successfully intelligent individuals are not afraid to risk failure. A fear of failure seems to begin early in life. If a person is a low achiever, because she or he has experienced so much failure, he or she takes an attitude of “why try again, I’ll only fail again”. They undervalue their skills and abilities because of all the failure they have experienced, and thus decide not to risk more failure. At the other end of the spectrum, those that are high achievers may also develop a fear of failure. Because they have been high achievers, they have not experienced failure and do not know how to handle it; thus they avoid situations in which they may risk failure for that reason. They will “play it safe” rather than appear foolish by a failure. A fear of failure results in a lack of motivation to achieve (whether a low achiever or a high achiever). Do you have a fear of failure? What holds you back from getting started towards reaching a goal?

Successfully intelligent individuals tend to have a need to achieve, and often take on tasks that have no guarantee of success. They are not afraid to risk failure. Think back to Regina, who put together a douche bag and IV tubing to create a system to deliver continuous tube feedings to patients. There was no guaranteed success to her contraption. But she did it anyway and it worked and solved a problem in her nursing unit. Even if they do fail, a successfully intelligent individual does not view it as a failure. They look at it as a gain of experience. They now know what not to do, correct their mistake and move on.

There is an old saying “Nothing ventured, nothing gained” that describes the risk taking of successfully intelligent individual. In other words, they are willing to try in order to gain a solution. And if in the course of trying they make a mistake or fail, they persevere.

  1. Successfully intelligent individuals do not procrastinate. Let’s face it, we all procrastinate at times. But when we procrastinate, we don’t achieve. Less successful individuals can become expert procrastinators, getting so immersed in daily trivia it gobbles up their time. They never get started on long term goals. With many of these individuals it may take forever just to get everyday work done and they never get started on projects that could make a difference in their lives.

Another interesting item of note about procrastinators is that they are always pressed for time. It’s because they are always putting things off, then when a deadline is upon them, they have to rush to complete the task. Often in their rush to complete a task, they do not do a very good job either! Procrastinators are very often late for appointments and social functions-often to the irritation of their hosts. To help this person, help them set goals, both long term and short term. Often procrastinators underestimate the amount of time it takes to complete a task, which adds to them feeling pressed for time. Help them set reasonable time expectations to complete the various parts of a task. If you are having difficulties with procrastination and time management, find someone who you deem to be good at these things and seek their advice. Look for someone who amazes you in regard to how much they accomplish in a day.

Mary Ann is a nurse who is a great time manager.  She gets an enormous amount accomplished in one day. Besides working full time, she has three children, who are active in a variety of activities and Mary Ann herself is involved in some community and church activities. Yet she handles each day with a mastery of her time, accomplishing much and never seems to appear rushed. When asked about her productive life, she states she hates to waste time and it’s all in the planning and having a plan B to fall back on, just in case plan A fails! Successfully intelligent individuals are aware of the penalties of procrastination. They tend to schedule their time wisely. They schedule their time in order to get things done and done well. There is much to be learned about time management from a successfully intelligent person.

  1. Successfully intelligent individuals accept fair blame. Some individuals accept no blame. They have an “I can do no wrong” attitude which only results in alienating others as they are perceived as being arrogant. On the other hand, there are others who accept blame for everything and are always apologizing, even for things over which they have control or accountability.

Misattribution of blame can be seriously debilitating.  If a person always accepts blame, it can result in low to no motivation to attempt anything. Successfully intelligent individuals accept blame for their own mistakes. They only accept blame if it is their fault.  Successfully intelligent individuals don’t make excuses or blame someone else. They may say something like: “I’m sorry; I made a mistake, let me correct that right now.” Furthermore, successfully intelligent individuals expect others to do the same.  Peggy is a nurse who works on a medical-surgical unit where a lot of post-operative abdominal surgery patients are admitted. Time and again, the wrong diets arrived from the dietary department for many of Peggy’s patients. Time and again, Peggy phones the dietary department to re-order meals for her patients.  Often the replacement meals do not arrive for an hour or more, leaving patients hungry and angry.

On Mr. Vittles’ third post-operative day and third day of incorrect meals, Mr. and Mrs. Vittles launched into an attack on Peggy. They were both irate that something as simple as the correct meal couldn’t seem to be delivered to Mr. Vittles. They even began to question whether he was receiving correct medications, since correct meals were not materializing. Peggy, tired of apologizing for this problem, over which she had no control, decided to take another approach. Peggy found the dietary director and asked her to pay a visit to Mr. Vittles.  Peggy escorted the dietary director into Mr. Vittles’ room and introduced them. Peggy explained to Mr. Vittles that the dietary director was the person who supervised the staff who prepared the patients’ trays, and that it was the director who could fix the problem.

Mr. Vittles then proceeded to air all his concerns about the meal problems to the dietary director.  Guess what happened after that? Right, the meal problem was fixed. Peggy had stopped accepting the blame for a problem over which she had no control.  But when the appropriate person was face to face with the problem, and accepted accountability, the problem got resolved.

As nurses, how many problems do we accept the blame for, on a daily basis, over which we have no control? If this is happening to you, you may be contributing to prolonging the problem by apologizing for it when you have no control over the problem. Be successfully intelligent and customer focused. It’s fine to say, “I’m sorry this has happened, but let me get the person who can fix this to talk with you.” Then follow through. Successfully intelligent individuals do not accept accountability for those things they cannot fix.

  1. Successfully intelligent individuals reject self-pity. There are individuals who seem to wallow in self-pity. The self-pity seems to never end for some individuals. Everyone and everything in their life is wrong! Even if it a beautiful sunny day, the person sitting on the pity pot will find a reason why the beautiful sunny day is a problem. The self-pitying person reminds me of Eeyore who is always down about something. One wonders if some of these individuals even know how to smile or laugh. You say “good morning” to them and they respond with “What’s so good about it?” Excessive self-pity is both maladaptive and is off-putting to others. While the person is wallowing in self-pity, they are accomplishing nothing or if they do manage to accomplish something, it is usually poor quality work. After all, it won’t be right anyway, so why should they even try?

And while you started out as a pretty happy person, after being around this Eeyore, you are now feeling down, and you don’t know why!  Who wants to be around a person who wallows in self-pity?  Successfully intelligent individuals have little to no time for self-pity or poor quality work.  Be mindful of your own level of self-pity.  While you cannot change the behaviors of others, you can limit your exposure to these individuals, or at least recognize them for what they are and not allow yourself to be dragged down with them.

  1. Successfully intelligent individuals are independent. Successfully intelligent individuals rely primarily on themselves. Successfully intelligent individuals do not expect others to take on their responsibilities. It is important to role model independence, self-initiation and motivation so that others may learn to do so as well. If one always tells and shows another how to do, they will never learn to be independent. Instead the person will learn to wait and be told and shown what to do and how to do it.

While some guidance needs to be offered in the beginning as someone is learning, it is then important for the individual to develop his or her tacit knowledge (learning without the assistance of others) in order to achieve independence. In precepting advanced beginner nurses, Sue often simply observes their actions, only intervening if she thinks the new nurse is going to do something dangerous or harmful to the patient. Sue is allowing her new orientees opportunities to develop their independence.

  1. Successfully intelligent individuals seek to surmount personal difficulties. Everyone has sorrows or tragedies in their lives at times. The successfully intelligent keep their personal lives separate from their professional lives. They attempt to not allow personal problems to influence performance in a professional arena. However, one may be so devastated by a personal problem, that in spite of the best efforts, it may take a toll on one’s work. If one is distracted by a bitter divorce, physical abuse or an unexpected death, one may make mistakes at work. This can happen even to the best person.

However, it is the successfully intelligent person who recognizes the source of distraction and deals with it.  They may make an extra effort to be diligent or perhaps they take some time off until the sorrow passes, then they return to work without the distraction. However, some individuals may choose to wallow in their problems excessively.  This results in gross interference in their work and personal life.

  1. Successfully intelligent individuals focus and concentrate to achieve their goals. Many individuals find they are easily distracted or have a short attention span. We see many individuals that have been labeled as having an attention deficit, and perhaps some of these individuals do indeed benefit from current medications. The problem with high levels of distractibility is that these individuals don’t get much done. But how many people simply never learned to focus and concentrate? Perhaps teaching these individuals how to create structure for themselves would be helpful.

Again, helping them create a to-do list and prioritizing it may be of assistance. Recognize when you do your best work. Some individuals are morning people, while others peak in the afternoon or evening hours.  If you are a morning person, you may want to tackle projects during the morning versus the afternoon when you experience the ‘slumps’.

What kind of environment does one need in order to remain focused? Some individuals seem to be able to be productive with music blaring, while others require quiet. Is there a time of day when you can be left alone with minimal or no interruptions?  Could someone else answer the phone? Could you close an office door to assure some peace and quiet?

At St. Good Sam’s Hospital, a Joint Commission inspection found nursing documentation to be woefully inadequate. Even the nurses were not satisfied with their own documentation. In arriving at solutions to fix this problem, the nurses recognized that the great number of interruptions and the fact they did not even have a desk to sit at were contributing to their documentation woes. One nurse hit upon the idea to use an empty janitor’s closet as an office. The nurses found two desks in the basement of the hospital and asked maintenance to move the desks into the closet that now had a hand written “Nurses’ Office” sign posted on the door.

Next the nurses procured (pirated from another office) two chairs and stocked the desks with their forms, pens and paper. They then implemented “office time” where the nurse who covered you for lunch would also cover your patients for you while you went into the office to complete your documentation. What the nurses found was that within twenty to thirty minutes tops, they were able to complete all their documentation, update care plans and patient teaching records. They also found they gave a better change of shift report.

When Joint Commission returned for a re-inspection, they gave accolades to the nurses for the vast improvements made in a short period of time. What these nurses did was create an environment where they could stay focused and concentrate on the task (documentation) at hand and gave it structure in the form of “office time”. What’s even more interesting is that this solution of a “Nurses’ Office” did not cost the hospital a penny! This illustrates quite a use of analytical, creative and practical intelligence on the part of these nurses. These nurses are successfully intelligent in that they became aware of the circumstances that would allow them to function at their best and they created and used that environment.

  1. Successfully intelligent individuals spread themselves neither too thin nor too thick. When we spread ourselves too thin, we over commit and end up completing only small amounts on many projects, or do not complete projects at all. For those who over commit, learning to say no may be helpful. At the other extreme, there are those who spread themselves too thick and don’t commit to enough. Perhaps these individuals say “no thank you” too often.

In under committing, one misses opportunities and this may result in a decreased level of accomplishment. In fact, if one always declines invitations to take part in opportunities, eventually one will stop being invited at all.  Successfully intelligent individuals do not take on every opportunity that passes their way. But they do have a sense for knowing what is too little or too much for them to handle at any given time. Successfully intelligent individuals allot their time to achieve maximum performance, but they recognize when it is unrealistic for them to take on another project and decline respectfully. You might hear these individuals saying something like: “I’d love to participate on your committee, but right now I have other commitments that would preclude me from giving your project the attention it requires. I appreciate you asking me, but I’m going to decline this time.  If another project presents itself in the future, please consider me again.”

 

  1. Successfully intelligent individuals have the ability to delay gratification. Many individuals seek rewards for accomplishing small projects. Perhaps the person is an author and writes only short articles and seeks to have them published, when he or she could have written a book and garnered even more success. Successfully intelligent individuals recognize success does not come overnight, thus it requires a delay in gratification. However, for those who are not willing or able to delay gratification, they often give up and abandon their goals.

Kelly graduated from college and had the goal of becoming a nurse. While at a community college taking her prerequisite courses, she became certified as a phlebotomist. She wanted a job in a clinic, offering Monday through Friday, 9 AM to 5 PM hours as did everyone else. Since the only jobs available were on the midnight shift with rotating weekends and holidays at the hospital, she abandoned the idea of being a phlebotomist to help her pay for school. Next Kelly became a certified nurses’ assistant and she desired work on a pediatric unit in the hospital, but only on the day shift.

Again, the only jobs available were on the afternoon and midnight shifts and there were no positions for CNA’s on the pediatric unit.  The only place she could find a day shift position was working as a CNA in a nursing home. Kelly, not wanting to work any shift but days and not wanting to work with the geriatric population, abandoned her goal of being a CNA. Kelly is not willing to delay gratification for working when and where she wants for a job in the meantime to help pay for nursing school. Plus, she has spent time and money on obtaining these two certifications and is now not using them. What will happen if she is successful in completing her nursing education, but isn’t able to obtain the “job of her dreams”?

Will she abandon nursing all together?  Successfully intelligent individuals recognize they may have to “pay their dues” first delaying gratification before they achieve their ultimate goal. Successfully intelligent individuals are willing to “pay their dues”.

  1. Successfully intelligent individuals have the ability to see the forest for the trees. For some individuals, taking on a big project or task is too overwhelming for them. They choose to get bogged down in minutia and trivial details and are either unwilling or unable to deal with the bigger task at hand. And yes, small details can be very important at times. It is important to give the correct medication to the correct patient. It is important to deflate that urinary catheter balloon before one removes it. But some individuals obsess over these details checking, rechecking and triple checking and consulting with everyone, but in the meantime, the urinary catheter is still in the patient and has not been removed!

Successfully intelligent individuals, while paying attention to details, are able to sort out the consequential details from those that are inconsequential. Does it really matter if one deflates the urinary catheter balloon before one offers the patient a urinal?

Or is it more important to deflate the balloon fully with a syringe before one attempts to remove the catheter? Successfully intelligent individuals recognize there is more than one way to complete a given procedure, and they are able to maintain the integrity of a procedure, while entertaining various ways to complete the procedure. Successfully intelligent individuals know the answers to these questions: Why am I doing this?  What do I hope to achieve?  They see the forest for the trees.

  1. Successfully intelligent individuals have a reasonable level of self-confidence and a belief in their ability to accomplish their goals. Self-confidence is essential for success. Too little self-confidence gnaws away at our ability to get things done due to self-doubts. If we constantly doubt ourselves, it results in a self-fulfilling prophecy or ineptitude and in action. If we don’t have confidence in ourselves, how can we expect others to have confidence in us? Being a nurse, it is essential to maintain a level of confidence in our actions as it provides a level of comfort to our patients.

If you were the patient, would you want a nurse who is exhibiting self-doubt about to undertake a procedure on you? Most people want someone who is confident that she knows what she is doing. At the other extreme are individuals who have too much self-confidence. These individuals often come across as being arrogant or won’t admit when they do not know all there is to know. Overly confident individuals often have difficulty admitting when they have made a mistake and perhaps need to make improvements. Often they are reluctant to ask for help when they need it. They may take on tasks or projects for which they are not or are ill prepared, resulting in calamitous errors.

Mark is a nurse who works in the ICU.  He was taking care of Mrs. Blupuffer when she began to experience difficulty breathing.  Mark had seen a number of patients intubated and since he knew where the endotracheal tubes were stored, he decided to intubate Mrs. Blupuffer. Mark had never intubated any other patient previously, nor was he granted that privilege as a practicing staff nurse. Needless to say, since he did not know how to perform the procedure, he botched it. Anesthesia was paged when another nurse saw what Mark had done and was able to successfully intubate Mrs. Blupuffer without further incident.

When discussing this incident with his nurse manager, Mark stated he thought it was entirely appropriate for him to attempt the procedure, since he had seen it done previously.  Because of the arrogance that often exudes from these individuals it may cause resentment from others.  Arrogance also blocks the free exchange of ideas, because the overly confident individual always has to be right.  Successfully intelligent individuals know how to strike the right balance of self-confidence and belief in their abilities.

  1. Successfully intelligent individuals balance analytical, creative and practical intelligences. This is the definition of successful intelligence.  It knows when and how to use our analytical intelligence (critical thinking strategies), formulate new ideas with our creative intelligence, then put those plans into action by employing our practical intelligence.  Successfully intelligent individuals recognize there are times to be analytical while other situations call for creativity.  There are times to be creative, but there are situations that do not call for creativity.  One may not want a real creative accountant because one could find him or herself in trouble with the Internal Revenue Service!  Successfully intelligent individuals use a continuum of all three intelligences.  This allows for fluid thinking that yields problem resolution, productive individuals and a further gain in tacit knowledge.

In today’s world of healthcare with financial considerations, the rapid influx of new technologies, more patients, sicker patients, and ever more new procedures to learn, just to name a few of the things we deal with everyday, we need successfully intelligent nurses.  Healthcare is crying out for nurses who can move beyond inert knowledge and excel through the use of successful intelligence.  We need nurses who can analyze problems, create solutions, evaluate the best options, and put their plans into action.  It is hoped this series of independent studies has inspired the reader to think about one’s thinking (metacognition) and work towards honing one’s successful intelligence.

References

Benner, Patricia A, Tanner, Christine A, Chesla Catherine A. (2009) Expertise in Nursing Practice: Caring, Clinical Judgement and Ethics. 2nd ed. New York, Springer Publishing Co.

Heaslip, Penny “Critical Thinking and Nursing”, Thompson River University, British Columbia, 2008.

Herbig, B. and Bussing, A., The Role of Tacit Knowledge in the Work Context of Nursing.  Journal of Advanced Nursing, 2001, vol. 34 no. 5, p 687-695.

Kalisch, Phillip A. and Kalisch, Beatrice J. (2003) American Nursing: A History, 4th ed., Philadelphia, PA, Lippincott, Williams and Wilkins.

Laskey, Carolyn Travis (1994) Nurturing the Nurse on the Path to Success.  Long Branch, NJ, Vista Publishing Co.

Nance, John J. (2008) Why Hospitals Should Fly: The Ultimate Flight Plan to Patient Safety and Quality Care.  Bozeman, MT, Second River Press.

Pesut, Daniel J. and Herman, JoAnne (1999) Clinical Reasoning: The Art and Science of Critical Thinking and Creative Thinking.  Cincinnati, OH, Delmar Publishers.

Sternberg, Robert J., (1996). Successful Intelligence: How Practical and Creative Intelligence Determine Success in Life. New York, Simon and Schuster.

Sternberg, Robert J.  and Grigorenko, Elena L., (2007) Teaching for Successful Intelligence, Second edition, Thousand Oaks, CA, Corwin Press.

Sternberg, Robert J. and Grigorenko, Elena L., (2015) Teaching for Wisdom, Intelligence, Creativity and Success, NY, NY, Skyhorse Publishing.

Welsh, I., and Lyons, C. M., Evidenced Based Care and the Case for Intuition and Tacit Knowledge in Clinical Assessment and Decision-Making.  Journal of Psychiatric and Mental Health Nursing. vol. 8 no. 4, p 299-305, August, 2001.

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