Open-access Simulated scenarios in nursing: an integrative literature review

Escenarios simulados en enfermería: revisión integrativa de la literatura

ABSTRACT

Objectives:  to identify in scientific literature which simulated clinical scenarios were developed and validated for teaching and learning in nursing.

Methods:  integrative review, carried out in seven sources of information. The Rayyan program was used for selection, content analysis to explore the findings and the methodological assessment tool of the validity process, entitled Quality Appraisal tool for Validity Studies.

Results:  initially, 1,179 manuscripts were identified and 14 were part of the sample. Two categories were defined: Profile of simulated clinical scenarios produced in nursing; and Clinical skills developed and their assessment mechanisms.

Final Considerations:  there was a preponderance of high-fidelity scenarios, built in Brazil in the last five years, aimed at nursing students on the themes of emergency, maternal care and stomatherapy, addressing the assessment of cognitive, psychomotor and affective skills in nursing. Most studies obtained good methodological quality in their content validity process.

Descriptors: Students; Nursing; Nurses; Simulation Training; Teaching; Learning

RESUMEN

Objetivos:  identificar en la literatura científica qué escenarios clínicos simulados fueron desarrollados y validados para la enseñanza y el aprendizaje en enfermería.

Métodos:  revisión integradora, realizada en siete fuentes de información. Se utilizó el programa Rayyan para la selección, el análisis de contenido para explorar los hallazgos y la herramienta de evaluación metodológica del proceso de validación, denominada Quality Appraisal tool for Validity Studies.

Resultados:  inicialmente se identificaron 1.179 manuscritos y 14 formaron parte de la muestra. Se definieron dos categorías: Perfil de escenarios clínicos simulados producidos en enfermería; y Habilidades clínicas desarrolladas y sus mecanismos de evaluación.

Consideraciones Finales:  hubo predominio de escenarios de alta fidelidad, construidos en Brasil en los últimos cinco años, dirigidos a estudiantes de enfermería sobre las temáticas de urgencia y emergencia, cuidado materno y estomaterapia, abordando la evaluación de las habilidades cognitivas, psicomotoras y afectivas en enfermería. La mayoría de los estudios obtuvieron buena calidad metodológica en su proceso de validación de contenido.

Descriptores: Estudiantes de Enfermería; Enfermeras y Enfermeros; Simulación; Enseñanza; Aprendizaje

RESUMO

Objetivos:  identificar na literatura científica quais os cenários clínicos simulados desenvolvidos e validados para o ensino e aprendizagem em enfermagem.

Métodos:  revisão integrativa, realizada em sete fontes de informação. Utilizaram-se o programa Rayyan para seleção, a análise de conteúdo para exploração dos achados e a ferramenta de avaliação metodológica do percurso de validação, intitulada Avaliação da Qualidade para Estudos de Validade.

Resultados:  identificaram-se, inicialmente, 1.179 manuscritos e 14 compuseram a amostra. Definiram-se duas categorias: Perfil dos cenários clínicos simulados produzidos em enfermagem; e Habilidades clínicas desenvolvidas e seus mecanismos de avaliação.

Considerações Finais:  houve preponderância de cenários de alta fidelidade, construídos no Brasil, nos últimos cinco anos, voltados a estudantes de enfermagem sobre as temáticas da urgência e emergência, cuidado materno e estomaterapia, abordando a avaliação das habilidades cognitivas, psicomotoras e afetivas em enfermagem. A maioria dos estudos obteve boa qualidade metodológica em seu processo de validação de conteúdo.

Descritores: Estudantes de Enfermagem; Enfermeiras e Enfermeiros; Simulação; Ensino; Aprendizagem

INTRODUCTION

Active teaching and learning strategies, capable of encouraging the development of skills and attitudes, constitute a challenge for professors today(1-2). Among the educational possibilities in nursing education, clinical simulation stands out, defined as a teaching strategy, guided by experiential learning, which replicates real situations, in a safe and controlled environment, to develop students’ cognitive (knowledge), psychomotor (procedural) and affective (attitudes/behavior) skills(3-4).

Adopting the clinical simulation strategy requires the application of its steps, called preparation, participation and debriefing(5). The preparation step is divided into pre-simulation phases, characterized by providing student with the necessary knowledge to experience the simulated scenario, associated with skills training and pre-briefing/briefing, an immediate phase to developing a scenario that covers environment clarification, learning objectives, clinical case and participant roles(1,5).

The participation step covers developing a scenario simulated by students. Finally, debriefing configures an analytical process of discussion/reflection, usually carried out after the simulation scenario, in order to enhance the development of clinical skills(1,6).

Experiencing a simulated scenario allows students to apply their knowledge, improve psychomotor skills in a controlled environment, make mistakes numerous times, without harming patients, and develop fundamental behavioral skills for work in nursing(7). However, for this, it is necessary that the design of the adopted scenario is correctly aligned with the desired learning objectives and that it has been submitted to a validity process, in order to obtain clarity, realism and applicability towards teaching and learning(8-10).

Despite the increasing clinical scenario use in nursing, it has not yet been possible to identify in the literature a study capable of synthesizing an overview of the scenarios already produced and validated. Moreover, no scientific evidence was found to describe which themes have been addressed through clinical simulation for the care of adult and older patients, the objectives and criteria that supported its construction. Thus, it is believed that this scientific gap may interfere in the determination of best practices in simulation-based teaching in nursing, given the lack of scientific evidence on what has already been advanced and what still needs to be done in the development of described and reliable clinical scenarios in this educational context(1).

Moreover, knowledge synthesis on clinical scenario production and validity can encourage its use in nursing education, impact the quality of student and professional learning, patient safety and instigate the development of new scientific research capable of contributing to the progress of simulation-based teaching as an effective and innovative strategy(11). Considering the above, the question is: what are the simulated clinical scenarios developed to promote the teaching and learning of nursing students and professionals?

OBJECTIVES

To identify in the scientific literature which simulated clinical scenarios were developed and validated for teaching and learning in nursing.

METHODS

This is an integrative literature review with the intention of synthesizing and critically assessing studies on simulated clinical scenarios, aimed at teaching and learning in nursing, supported by Preferred Reporting Items for Systematic Reviews and Meta-Analyses (PRISMA), a theoretical-methodological framework based on a four-step flowchart and a 27-item checklist capable of directing the correct performance of review studies(12).

To develop the study, six steps were taken: (1) definition of theme and guiding question of research; (2) establishment of inclusion and exclusion criteria that will compose the sample; (3) categorization of information to be extracted from the studies; (4) assessment of included studies; (5) critical interpretation of results; and (6) synthesis of the data obtained(13).

In the first step, the guiding question was formulated using the Patient-Intervention-Outcomes (PIO) strategy, a variation of the Patient-Intervention-Comparation-Outcomes (PICO) strategy(14), considering as the acronym P (Population) nursing students and professionals; the acronym I (Intervention), the identification of simulated clinical scenarios aimed at nursing and the acronym O (Outcome), nursing education based on clinical simulation. Thus, the following question was elaborated: what are the simulated clinical scenarios developed and validated to promote the teaching and learning of nursing students and professionals?

In the second step, the criteria for inclusion and exclusion of articles were established, including primary methodological studies that addressed the development of simulated clinical scenarios for the care of adults and older adults, aimed at nursing students and professionals, without delimiting language or time frame, published in scientific journals, electronically. We excluded studies such as literature review, letter to the editor, editorials, case reports, abstracts published in annals of events, personal opinions, dissertations, theses, book chapters, institutional manuals and articles on virtual and hybrid simulated scenarios.

The following sources of information have been adopted: Medical Literature Analysis and Retrieval System Online (MEDLINE/PubMed®), Latin American and Caribbean Literature in Health Sciences (LILACS), Scopus, Cumulative Index to Nursing and Allied Health Literature (CINAHL), Web of Science, Excerpta Medica Database (EMBASE) and Education Resources Information Center (ERIC).

The search for evidence took place on November 23, 2021, based on the structural elements of the PIO strategy, to determine the descriptors and keywords. The descriptors obtained from the Descriptors in Health Sciences (DeCS) and Medical Subject Headings (MeSH) were used, in a trilingual way, their synonyms, in the plural and singular, and the Boolean operators. Knowing that each information source responds to different commands and works in a unique way. The search strategy was adapted, as exemplified below in Chart 1.

Chart 1
Search strategy, descriptors and keywords used in this integrative literature review, Uberaba, Minas Gerais, Brazil, 2022

In the second step, the selection of studies was carried out, firstly by reading titles and abstracts, by two independent researchers, through a free, single-version web review program called Rayyan Qatar Computing Research Institute (Rayyan QCRI), due to its ability to facilitate the initial screening of manuscripts, exclude duplicate articles, and incorporate a high level of usability and selection effectiveness, with assistant researcher blinding(15). Subsequently, the selected studies were read in full and their reference lists were checked for the inclusion of new articles, obtaining the desired final sample.

A data collection instrument previously validated(16) was developed considering author, year of publication, country of origin, objective and main results. Moreover, quality assessment of studies’ methodological course was carried out through a specific tool for this purpose, entitled Quality Appraisal tool for Validity Studies (QAVALS), adopted internationally(17) and nationally(1), even if not yet validated for Brazilian Portuguese, as it is easy to interpret, handle, and reliable and does not generate an interpretation-dependent score(17).

The QAVALS is composed of 24 criteria, which assess aspects of validity studies’ methodological quality, classified as “yes”, “no” or “other” (other= ND= not determined; NA= not applicable; NR= not reported). The more criteria that are met by the study and receive a “yes” rating, the better the validity quality will be(17).

In the fourth step, the findings obtained were analyzed using thematic analysis, in three phases: (1) pre-analysis, with a thorough reading of evidence; (2) organization of convergent information and exploration of findings with clustering of convergences; and (3) data processing, listing the categories(18). In the fifth and sixth steps, the information obtained was interpreted, presenting knowledge synthesis.

RESULTS

Initially, 1,179 primary studies were identified and 14 comprised the final sample. The selection process was demonstrated in Figure 1, as recommended by the PRISMA checklist(12).

Figure 1
Flowchart of identification, selection and inclusion of studies, according to recommendations from the Preferred Reporting Items for Systematic Reviews and Meta-Analyses, Uberaba, Minas Gerais, Brazil, 2022

Then, the studies included in the sample were characterized according to their authorship, origin, year of publication, intention, main results, as shown in Chart 2 below.

Chart 2
Characterization of studies that composed the sample of this integrative literature review, Uberaba, Minas Gerais, Brazil, 2022

Most of manuscripts included in the sample of this research were from the last five years(9,19-29), validated in content by more than eight experts(9,19,22,24-27,31), with a level of inter-rater agreement above 80%(9,19-31). Two studies were submitted to the Delphi technique(21-22), and only one article was international(31).

The main components that structured the design of simulated clinical scenarios were: (1) learning objectives(9,19-20,22-24,26-27,30-31); (2) scenario fidelity level(9,19-20,22-23,26-27); (3) clinical case(19-20,22,24,30); (4) materials used(9,19-22,25-26,29-30); and scenario duration(9,19-21,25,29-30). It is also worth considering that there was a preponderance of studies(9,19-28) that considered the other simulation steps, such as preparation and debriefing, as components of the simulated scenario design.

The findings allowed the elaboration of two categories: Profile of simulated clinical scenarios produced in nursing; Developed clinical skills and their assessment mechanisms.

Category 1 deals with the presentation of the profile of the simulated scenarios that have been produced for nursing education, covering:

  • Learning themes: on emergency: basic life support in the context of primary care(20); intra-hospital transport of critical patients(21); asthma care(31); about maternal care: childbirth and humanized birth(24); postpartum hemorrhage(27); licit and illicit drug use and early sexual initiation, pregnancy and abortion(29); on the care of wounds and stomas: assessment and treatment of pressure injuries in nursing(22); patient care with stomatherapy(23); nursing care for colostomy patients(9); on infection: management of sepsis(25); prevention of infections associated with peripheral catheters(26); on different topics: nursing diagnosis reasoning(19); management of waste from health services(30); care for patients with the presence of unpleasant odors(28).

  • Target audience: nursing students(9,19-20,22,28-31); professional nurses and nursing students(21,25,27); professional nurses(23-24,26);

  • Theoretical frameworks that supported the simulation: National League Nursing Jeffries Simulation Theory (NLN/JST)(23-26); International Nursing Association for Clinical Simulation and Learning (INACSL)(22,24-26); theoretical-practical script for clinical simulation proposed by Fabri(9,22,28); Bloom’s Taxonomy(9,20,28);

  • Scenario fidelity: high fidelity(9,19,21-25,29-31); medium fidelity(20,27-28,30); low fidelity(26);

  • Instrument adopted: mannequin(21,24,26,30-31); simulated patient(9,22,24-25,28-29); standardized patient(19-20,23-25);

  • Scenario duration: 10 minutes(21,24-25,29-30); 15 minutes(19,23,26,28); 20 minutes(9,27,31); 30 minutes(20).

Category 2 addressed the type of clinical skill that the simulated scenario proposed to develop and its assessment mechanisms:

To assess knowledge, theoretical assessment with objective questions(9,26) and the Pieper knowledge test were adopted(22). For psychomotor assessment, the Objective Structured Clinical Examination (OSCE) was used(23). To assess the attitudinal aspects, the Student Satisfaction and Self-Confidence in Learning Scale(9,20,22), the Satisfaction with Simulated Clinical Experiences Scale(9,22), the Self-Confidence Assessment Scale for Emergency Action(20), the Diagnostic Reasoning Inventory(19) and the Lasater Clinical Judgment Rubric - Brazilian Version(25).

As these are methodological studies, it was considered important to present quality assessment of the validity process performed by studies included in the sample of this research, adopting the QAVALS tool(17), as noted in Chart 3.

Chart 3
Methodological quality assessment of sample validity studies using the Quality Appraisal tool for Validity Studies, Uberaba, Minas Gerais, Brazil, 2022

Most of the studies that made up the sample included most of the validity criteria relevant to content assessment, demonstrating good methodological quality(9,19-25,27-30). Only two articles did not meet a diversity of criteria(26,31). It should be noted that, because scenario validity is content, the classification “not applicable” (NA), indicated for criteria such as criterion validity, construction validity for known groups, convergent construction validity and construction validity discriminant, did not interfere in assessing studies’ methodological quality.

Given the above, the validity criteria of greater fragility were the calculation of the sample size of participants to carry out the pilot test of the scenarios with the target audience, the description of friction during validity and result description of validity coefficient and standard deviations or confidence intervals.

DISCUSSION

Intensive clinical simulation use by nursing in contemporary times has increasingly demanded clinical scenario design construction and validity, capable of optimizing the development of desired professional clinical skills and providing greater realism, bringing students closer to the contexts experienced in real situations(32).

This study gives the science of nursing an originality, as it presents an overview of clinical scenario use, capable of supporting teaching and learning based on simulation, demonstrating the themes, contexts, learning intentions and assessment mechanisms that have already been considered in this scope, to highlight the advances and also the gaps that can be explored. Also, for critically assessing the manuscripts included, in their validity process and pointing out the existing methodological strengths and weaknesses, aiming at the future elaboration of more robust studies on clinical scenarios in nursing.

It is important to highlight the relevance of all studies identified on this topic and the preponderance of national literature on clinical scenario validity(9,19-30), given that, in Brazil, there is a tendency to practice clinical scenario construction and validity aimed at simulated teaching in nursing and its presentation in scientific articles(20-22,25), differing from simulation research in the international context, which performs scenario validity by experts during the methodological path, but generally does not consider its detailed description in the studies(33-35).

Another relevant finding of this review is that most studies(9,19-28) identified inserts all steps of clinical simulation (preparation, participation and debriefing) as simulated scenario elements. Thus, there is a scarcity in literature on the elaboration and validity of more complete simulation designs, with the presentation of simulation steps separately, with the intention of guiding, facilitators and professors, in a clear and didactic way, regarding the planning and application of simulated activities in nursing(1,5,32).

It was possible to understand the profile of the simulated clinical scenarios already developed for the care of adult and older patients in nursing, based mainly on emergency(20-21,31), maternal care(24,27,29) and wound and stoma care contexts(9,22-23). In the meantime, the findings identified in this review made it evident that, although simulated scenario use is already considered a successful practice for teaching in nursing(9,19-28), which can enhance, exponentially, learning in nursing(36), there is still a need to extend its application to the teaching of other topics, which may take advantage of the benefits of this pedagogical strategy in the development of clinical skills(1).

Most clinical scenarios(23-26) discussed here based their construction on consistent theoretical-methodological frameworks, especially the National League Nursing Jeffries Simulation Theory (NLN/ JST). A study carried out in Brazil, which aimed to build and validate three clinical scenarios and report the application with candidates for the title of expert in stomatherapy, adopted the Jeffries Simulation Theory, contemplating the elements determined by this conceptual model of simulation: facilitator, student, educational practices, simulation design and expected results. It was observed that the chosen design allowed the candidates for the title of expert to demonstrate their knowledge in the area and achieve the desired objectives(23).

Many changes have occurred in simulation-based teaching following the release of the Jeffries Simulation Theory in 2005, due to the provision of a framework for this educational modality. In 2016, a new version of this theory was published with the intention of obtaining, after a deep literary search, more consistent and standardized simulation practices, capable of disseminating knowledge and conducting the planning of more effective simulated scenarios(37).

A balance was observed in the adoption of simulators/mannequins, simulated patients (trained actors) and standardized (community members who take over the role of patient),to enable simulated teaching and the preponderance of a high level of fidelity in this context, related to the degree of realism achieved by the proposed simulated scenario design(38).

A survey carried out in a regional school of nursing in South Korea corroborates this scenario, with the objective of improving decision-making, problem-solving and student communication about the care of asthmatic patients in the Emergency Care Unit, through the execution of a high-fidelity scenario, characterized by the articulation of an urgent and emergency environment close to the real one, which generated emotion in students, equipped with diverse materials and high-realism simulator(31).

It is worth demystifying that one should not only value the simulator fidelity level to classify the degree of realism of a scenario, but a set of all dimensions, such as environmental (equipment, tools, simulators, makeup, noise, adornments), psychological (emotions, beliefs and self-awareness of participants) and social (motivation and goals of participants and instructors, group culture, degree of openness and trust as well as the way participants think) factors(38).

In addition to the criteria already presented, we approached the execution time of clinical scenarios identified(21,24-25,29-30), characterized by a duration of ten minutes by most studies, an execution time also adopted in a research carried out in a public nursing school, in the countryside of the state of São Paulo, to build and validate a clinical simulation scenario of high fidelity on nursing care to colostomy patients. The 10-minute simulated experience in this context was questioned by the judges during scenario validity, suggesting that the experience be ended only when it contemplated the proposed learning objectives(9).

Thus, it is considered that, in the design planning of simulated clinical scenarios in nursing, learning objectives should be established first and, after content validity by experts, testing with the target audience, if possible, to determine accurately the time that will be programmed for the experience(11).

Although most studies on simulated scenarios have proposed to develop participants’ cognitive, psychomotor and affective skills(9,19-31), only one article(23) identified a tool for assessing psychomotor skills in nursing, while other manuscripts did not report assessment instruments(21,24,27-31). This is a methodological gap that can be filled by clinical scenario design elaboration and validity, capable of contemplating the participant assessment phase, in a global way, describing the way in which knowledge, practical skills, and attitudes and emotions of students will be assessed(11).

Most studies covered showed good quality in the validity path adopted, which indicates greater reliability to replicate the clinical scenarios in nursing, produced until then, to support the simulated teaching(9,19-25,27-30).

A review corroborates with this research, which intended to assess the validity process quality carried out in studies that developed simulated clinical scenarios for teaching and learning in nursing, through the QAVALS(17), presenting six primary studies of good methodological quality, indicated by this tool(1).

The clinical scenario validity process is essential for the practice of simulation in health, as it provides subsidies for the elements of a tool to become relevant and representative for fulfilling its purpose(39). In the context of building clinical scenarios, content validity provides its scientific recognition, reproducibility and coherence, to achieve higher quality simulation-based teaching and learning in nursing(27).

Study limitations

A limitation of this review refers that the search was limited to primary published studies, i.e., the gray literature was not included. Other primary studies could be identified through searches in other databases and clinical trial registry websites as well as the inclusion of studies published in journals from different areas of health. In addition to this, using descriptor “nursing student” limited our search, making it impossible to identify another study on the investigated topic. The search for simulation use as a teaching and learning strategy in the continuing education of nursing professionals could have resulted in a greater number of clinical scenarios developed and validated.

Contributions to nursing

This study contributes to the advancement of science in nursing, as it presents a contemporary profile of the construction and validity of clinical scenarios for this context and substantiates the choice of professors and facilitators about the best pedagogical practices in simulation. It is recommended the elaboration of new review studies, capable of investigating the production of clinical scenarios for all care areas as well as clinical trials to test the effectiveness of existing simulated scenarios.

FINAL CONSIDERATIONS

Most simulated clinical scenarios in nursing, aimed at the care of adults and older adults, were produced and validated in the last five years, in Brazil, on the teaching of urgency and emergency, maternal care and stomatherapy, aimed at nursing students. Regarding the theoretical frameworks that supported scenario construction, Jeffries’ theoretical framework was highlighted, having learning objectives, fidelity level, clinical case, material resources and duration as main components. Although the simulated clinical scenarios are capable of developing and assessing cognitive, psychomotor and affective skills, it is necessary to accurately establish mechanisms and instruments used to analyze scenario construction and validity. Most of the manuscripts that made up the sample included the criteria of the validity process addressed by the QAVALS tool, demonstrating good methodological quality in scenario development.

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Edited by

  • EDITOR IN CHIEF: Dulce Barbosa
  • ASSOCIATE EDITOR: Luís Carlos Lopes-Júnior

Publication Dates

  • Publication in this collection
    28 Nov 2022
  • Date of issue
    2023

History

  • Received
    24 Mar 2022
  • Accepted
    21 Aug 2022
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