ch 2 coordinating client care

generation x

1961-1980 adapts easily to change Personal life and family are important Proficient with technology Makes frequent job changes

generation y

1981-2000 optimistic and self‑confident Values achievement technology is a way of life at ease with cultural diversity

veteran

1925-1942 Supports the status quo accepts authority appreciates hierarchy loyal to employer

baby boomer

1943-1960 accepts authority Workaholics Some struggle with new technology loyal to employer

referrals

A referral is a formal request for a service by another care provider. It is made so that the client can access the care identified by the provider or the consultant. ● The care can be provided in the acute setting or outside the facility. ● Clients being discharged from health care facilities to their home can still require nursing care. ● Discharge referrals are based on client needs in relation to actual and potential problems and can be facilitated with the assistance of social services, especially if there is a need for: ◯ Specialized equipment (cane, walker, wheelchair, grab bars in bathroom) ◯ Specialized therapists (physical, occupational, speech) ◯ Care providers (home health nurse, hospice nurse, home health aide) ● Knowledge of community and online resources is necessary to appropriately link the client with needed services.

behavioral change strategies

Although bombarded with constant change, members of the interprofessional team can be resistant to change. Three strategies a manager can use to promote change are the rational-empirical, normative-reeducative and the power-coercive. Often the manager uses a combination of these strategies. RATIONAL‑EMPIRICAL: The manager provides factual information to support the change. Used when resistance to change is minimal. NORMATIVE‑REEDUCATIVE: The manager focuses on interpersonal relationships to promote change. POWER‑COERCIVE: The manager uses rewards to promote change. Used when individuals are highly resistant to change.

collaboration with the interprofessional team

An interprofessional team is a group of health care professionals from various disciplines. Collaboration involves discussion of client care issues in making health care decisions, especially for clients who have multiple problems. The specialized knowledge and skills of each discipline are used in the development of an interprofessional plan of care that addresses multiple problems. Nurses should recognize that the collaborative efforts of the interprofessional team allow the achievement of results that a team member would be incapable of accomplishing alone. ● Nurse-provider collaboration should be fostered to create a climate of mutual respect and collaborative practice. ● Collaboration occurs among different levels of nurses and nurses with different areas of expertise. ● Collaboration should also occur between the interprofessional team, the client, and the client's family/significant others when an interprofessional plan of care is being developed. ● Collaboration is a form of conflict resolution that results in a win-win solution for both the client and health care team.

transfers

Clients can be transferred from one unit, department, or one facility to another. Continuity of care must be maintained as the client moves from one setting to another. ● The use of communication hand-off tools (I PASS the BATON, PACE) promotes continuity of care and client safety. ● The nurse's role regarding transfers is to provide written and verbal report of the client's status and care needs. ◯ Client medical diagnosis and care providers ◯ Client demographic information ◯ Overview of health status, plan of care, and recent progress ◯ Alterations that can precipitate an immediate concern ◯ Most recent vital signs and medications, including when a PRN was given ◯ Notification of assessments or client care needed within the next few hours ◯ Allergies ◯ Diet and activity prescriptions ◯ Presence of or need for specific equipment or adaptive devices (oxygen, suction, wheelchair) ◯ Advance directives and whether a client is to be resuscitated in the event of cardiac or respiratory arrest ◯ Family involvement in care and health care proxy, if applicable

communication & continuity of care

Communication tools ● Poor communication can lead to adverse outcomes, including sentinel events (unexpected death or serious injury of a client). ● A number of communication hand-off tools are available to improve communication and promote client safety: I-SBAR, PACE, I PASS the BATON, Five P's Change-of-shift report ● Performed with the nurse who is assuming responsibility for the client's care. ● Describes the current health status of the client. ● Informs the next shift of pertinent client care information. ● Provides the oncoming nurse the opportunity to ask questions and clarify the plan of care. ● Should be given in a private area, such as a conference room or at the bedside, to protect client confidentiality. Report to the provider ● Assessment data integral to changes in client status ● Recommendations for changes in the plan of care ● Clarification of prescriptions

continuity of care

Continuity of care refers to the consistency of care provided as clients move through the health care system. It enhances the quality of client care and facilitates the achievement of positive client outcomes. ● Continuity of care is desired as clients move from one: ◯ Level of care to another, such as from the ICU to a medical unit ◯ Facility to another, such as from an acute care facility to a skilled facility ◯ Unit/department to another, such as from the PACU to the postsurgical unit ● Nurses are responsible for facilitating continuity of care and coordinating care through documentation, reporting, and collaboration. ● A formal, written plan of care enhances coordination of care between nurses, interprofessional team members, and providers.

hierarchical influence on decision making

Decision-making is also influenced by the facility hierarchy. In a centralized hierarchy, nurses at the top of the organizational chart make most of the decisions. In a decentralized hierarchy, staff nurses who provide direct client care are included in the decision-making process. Large organizations benefit from the use of decentralized decision-making because managers at the top of the hierarchy do not have firsthand knowledge of unit-level challenges or problems. Decentralized decision-making promotes job satisfaction among staff nurses.

discharge planning

Discharge planning is an interprofessional process that is started by the nurse at the time of the client's admission. ● The nurse conducts discharge planning with both the client and client's family for optimal results. ● Discharge planning serves as a starting point for continuity of care. As client care needs are identified, measures can be taken to prepare for the provision of needed support. ● The need for additional services such as home health, physical therapy, and respite care can be addressed before the client is discharged so the service is in place when the client arrives home. ● A client who leaves a facility without a prescription for discharge from the provider is considered leaving against medical advice (AMA). A client who is legally competent has the legal right to leave the facility at any time. The nurse should immediately notify the provider. If the client is at risk for harm, it is imperative that the nurse explain the risk involved in leaving the facility. The individual should sign a form relinquishing responsibility for any complications that arise from discontinuing prescribed care. The nurse should document all communication, as well as the specific advice that was provided for the client. A nurse who tries to prevent the client from leaving the facility can face legal charges of assault, battery, and false imprisonment.

continuity of care - documentation

Documentation to facilitate continuity of care includes the following. ● Graphic records that illustrate trending of assessment data such as vital signs ● Flow sheets that reflect routine care completed and other care-related data ● Nurses' notes that describe changes in client status or unusual circumstances ● Client care summaries that serve as quick references for client care information ● Nursing care plans that set the standard for care provided. ◯ Standardized nursing care plans provide a starting point for the nurse responsible for care plan development. ◯ Standardized plans must be individualized to each client. ◯ All documentation should reflect the plan of care.

generational differences team members

Generational differences influence the value system of the members of an interprofessional team and can affect how members function within the team. Generational differences can be challenging for members of a team, but working with individuals from different generations also can bring strength to the team.

nurse's role regarding discharge is to provide a written summary including

● Type of discharge (prescribed by provider, AMA). ● Date and time of discharge, who accompanied the client, and how the client was transported (wheelchair to a private car, stretcher to an ambulance). ● Discharge destination (home, long-term care facility). ● A summary of the client's condition at discharge (gait, dietary intake, use of assistive devices, blood glucose). ● A description of any unresolved problems and plans for follow-up. ● Disposition of valuables, medications brought from home, and prescriptions. ● A copy of the client's discharge instructions

stages of team formation

Teams typically work through a group formation process before reaching peak performance. FORMING: Members of the team get to know each other. The leader defines tasks for the team and offers direction. STORMING: Conflict arises, and team members begin to express polarized views. The team establishes rules, and members begin to take on various roles. NORMING: The team establishes rules. Members show respect for one another and begin to accomplish some of the tasks. PERFORMING: The team focuses on accomplishment of tasks.

magnet recognition team

The interprofessional team is charged with maintaining continuous quality improvement. The nursing staff can choose to demonstrate quality nursing care by seeking Magnet Recognition. ● The American Nurses Credentialing Center awards Magnet Recognition to health care facilities that provide high-quality client care and attract and retain well-qualified nurses. The term magnet is used to recognize the facility's power to draw nurses to the facility and to retain them. ● Fourteen forces of magnetism provide the framework for the magnet review process. The first step for a facility that applies for magnet recognition is to complete a self-appraisal based on a set of established standards. It is important that all levels of nursing participate in the application process. ● After documentation that the standards have been met, an on-site appraisal is conducted. A facility that meets the standards is awarded magnet status for a four-year period. ● To maintain magnet status, the facility must maintain the established standards and submit an annual report.

decision making styles

The interprofessional team within a facility is challenged with making sound decisions about how client care is delivered. A variety of decision-making styles are available for use depending upon the needs of the situation. Often the group leader decides the decision-making style the team will use. Decision-making styles vary in regard to the amount of data collected and the number of options generated. DECISIVE: The team uses a minimum amount of data and generates one option. FLEXIBLE: The team uses a limited amount of data and generates several options. HIERARCHICAL: The team uses a large amount of data and generates one option. INTEGRATIVE: The team uses a large amount of data and generates several options.

Nurse's role in continuity of care

The nurse's role as coordinator of care includes the following. ● Facilitating the continuity of care provided by members of the health care team. ● Acting as a representative of the client and as a liaison when collaborating with the provider and other members of the health care team. When acting as a liaison, the nurse serves in the role of client advocate by protecting the rights of clients and ensuring that client needs are met. As the coordinator of care, the nurse is responsible for: ● Admission, transfer, discharge, and postdischarge prescriptions. ● Initiation, revision, and evaluation of the plan of care. ● Reporting the client's status to other nurses and the provider. ● Coordinating the discharge plan. ● Facilitating referrals and the use of community resources.

effectively coordinate client care

a nurse must have an understanding of collaboration with the interprofessional team, principles of case management, continuity of care (including consultations, referrals, transfers, and discharge planning), and motivational principles to encourage and empower self, staff, colleagues, and other members of the interprofessional team.

case management

the coordination of care provided by an interprofessional team from the time a client starts receiving care until she no longer receives services

consultations

● A consultant is a professional who provides expert advice in a particular area. A consultation is requested to help determine what treatment/services the client requires. ● Consultants provide expertise for clients who require a specific type of knowledge or service (a cardiologist for a client who had a myocardial infarction, a psychiatrist for a client whose risk for suicide must be assessed). The nurse's role regarding consultations ● Initiate necessary consults or notify the provider of the client's needs so the consult can be initiated. ● Provide the consultant with all pertinent information about the problem (information from the client/family, the client's medical records). ● Incorporate the consultant's recommendations into the client's plan of care

nurse's role regarding referrals

● Begin discharge planning upon the client's admission. ● Evaluate client/family competencies in relation to home care prior to discharge. ● Involve the client and family in care planning. ● Collaborate with other health care professionals to ensure all health care needs are met and necessary referrals are made. ● Complete referral forms to ensure proper reimbursement for prescribed services

principles of case management

● Case management focuses on managed care of the client through collaboration of the health care team in acute and postacute settings. ● The goal of case management is to avoid fragmentation of care and control cost. ● A case manager collaborates with the interprofessional health care team during the assessment of a client's needs and subsequent care planning, and follows up by monitoring the achievement of desired client outcomes within established time parameters. ● A case manager can be a nurse, social worker, or other designated health care professional. A case manager's role and knowledge expectations are extensive. Therefore, case managers are required to have advanced practice degrees or advanced training in this area. ● Case manager nurses do not usually provide direct client care. ● Case managers usually oversee a caseload of clients who have similar disorders or treatment regimens. ● Case managers in the community coordinate resources and services for clients whose care is based in a residential setting. ● A critical or clinical pathway or care map can be used to support the implementation of clinical guidelines and protocols. These tools are usually based on cost and length of stay parameters mandated by prospective payment systems such as Medicare and insurance companies.

the nurse's role

● Coordinate the interprofessional team. ● Have a holistic understanding of the client, the client's health care needs, and the health care system. ● Provide the opportunity for care to be provided with continuity over time and across disciplines. ● Provide the client with the opportunity to be a partner in the development of the plan of care. ● Provide information during rounds and interprofessional team meetings regarding the status of the client's health. ● Provide an avenue for the initiation of a consultation related to a specific health care issue. ● Provide a link to postdischarge resources that might need a referral

nursing role in case management

● Coordinating care, particularly for clients who have complex health care needs ● Facilitating continuity of care ● Improving efficiency of care and utilization of resources ● Enhancing quality of care provided ● Limiting unnecessary costs and lengthy stays ● Advocating for the client and family

nurse qualities for effective collaboration

● Good communication skills ● Assertiveness ● Conflict negotiation skills ● Leadership skills ● Professional presence ● Decision-making and critical thinking

discharge instructions

● Step-by-step instructions for procedures to be done at home. Clients should be given the opportunity to provide a return demonstration of these procedures to validate learning. ● Medication regimen instructions for home, including adverse effects and actions to take to minimize them. ● Precautions to take when performing procedures or administering medications. ● Indications of medication adverse effects or medical complications that the client should report to the provider. ● Names and numbers of providers and community services the client or family can contact. ● Plans for follow-up care and therapies