ABSTRACT
Objective:
to build and semantically validate a safe communication tool to systematize care transition in pediatric clinical and emergency units.
Method:
a methodological study, based on the Classic Theory of Psychometric Tests and on the Instrument Development Model, proposed by Pasquali, which included seven professionals, five nurses and two physicians, experts in pediatrics and/or patient safety, who followed specific criteria for inclusion. Data collection was carried out between November and December 2016 and took place with the application of a form made available to the experts via the Google Drive/Microsoft® tool in two validation rounds, conducted by the Delphi Technique, being organized into two domains with 19 items. Data analysis was performed by calculating the Content Validity Index.
Results:
in order to validate the content, it was necessary to reach a Content Validity Index ≥ 0.80; thus, in the first round, five items underwent changes and were adjusted according to the experts' recommendations. These were validated in the second round, maintaining two domains and nineteen items.
Conclusion:
the construction and content validation of the instrument can enhance and qualify the clinical practice and contribute to minimize failures in pediatric patient safety associated with effective communication.
DESCRIPTORS
Nursing; Patient safety; Hospitalized child; Case managers; Validation studies
RESUMEN
Objetivo:
construir y validar semánticamente una herramienta de comunicación segura para sistematizar la transición de cuidados en las unidades clínicas y de urgencias pediátricas.
Método:
estudio metodológico, basado en la Teoría Clásica de Pruebas Psicométricas y en el Modelo de Construcción de Instrumentos, propuesto por Pasquali, que incluyó a siete profesionales especialistas en pediatría y / o seguridad del paciente, que siguieron criterios específicos de inclusión, cinco enfermeras y dos médicas. La recolección de datos se realizó entre noviembre y diciembre de 2016 y se dio con la aplicación de un formulario puesto a disposición de los especialistas a través de la herramienta Google Drive/Microsoft® en dos rondas de validación, realizadas por la Técnica Delphi, organizadas en dos dominios con 19 ítems. El análisis de los datos se realizó calculando el Índice de Validez de Contenido.
Resultados:
para la validación de contenido fue necesario alcanzar un Índice de Validez de Contenido ≥ 0,80, por lo que en la primera ronda se modificaron cinco ítems y se ajustaron según las recomendaciones de los expertos. Estos fueron validados en la segunda ronda, manteniendo dos dominios y diecinueve ítems.
Conclusión:
la construcción y validación de contenido del instrumento puede incrementar y calificar la práctica clínica y contribuye a minimizar las fallas en la seguridad del paciente pediátrico asociadas a una comunicación efectiva.
DESCRIPTORES
Enfermería; Seguridad del paciente; Niño hospitalizado; Administradores de casos; Estudios de validación
RESUMO
Objetivo:
construir e validar semanticamente um instrumento de comunicação segura para sistematizar a transição de cuidado em unidades clínicas e de emergência pediátricas.
Método:
estudo metodológico, fundamentado na Teoria Clássica dos Testes da Psicometria e no Modelo de Construção de Instrumentos, proposto por Pasquali, o qual incluiu sete profissionais experts em pediatria e/ou segurança do paciente, que seguiram critérios específicos para inclusão, sendo cinco enfermeiras e duas médicas. A coleta de dados foi realizada entre novembro e dezembro de 2016 e ocorreu com a aplicação de formulário disponibilizado às experts via ferramenta Google Drive/Microsoft® em duas rodadas de validação, conduzida pela Técnica Delphi, sendo organizados em dois domínios com 19 itens. A análise dos dados ocorreu pelo cálculo do Índice de Validade de Conteúdo.
Resultados:
para a validação do conteúdo foi necessário atingir um Índice de Validade de Conteúdo ≥ 0,80, assim na primeira rodada cinco itens sofreram alterações e foram ajustados de acordo com as recomendações das experts. Sendo estes validados na segunda rodada, mantendo dois domínios e dezenove itens.
Conclusão:
a construção e validação de conteúdo do instrumento pode incrementar e qualificar a prática clínica e contribuir para minimizar as falhas na segurança do paciente pediátrico associado a comunicação eficaz.
DESCRITORES
Enfermagem; Segurança do paciente; Criança hospitalizada; Gerentes de casos; Estudos de validação.
INTRODUCTION
Concern for patient safety has become a priority, motivating proposals for international policies and leading to joint efforts by institutions, professionals and patients in order to effectively reduce and control risks arising in the health services.11. Carlesi KC, Padilha KG, Toffoletto MC, Henriquez-Roldán C, Juan MAC. Patient safety incidents and nursing workload. Rev Latino-Am Enfermagem [Internet]. 2017 [cited 2017 Sept 11];25:e2541. Available from: https://doi.org/10.1590/1518-8345.1280.2841
https://doi.org/10.1590/1518-8345.1280.2...
In turn, the safety of pediatric patients needs to be further discussed as they constitute a high-risk population, with numerous peculiarities which can increase the chances of suffering some harm.22. Silva MF, Anders JC, Rocha PK, Souza AIJ, Burciaga VB. Communication in nursing shift handover: pediatric patient safety. Texto Contexto Enferm [Internet]. 2016 [cited 2017 Sept 2];25(3):e3600015. Available from: https://doi.org/10.1590/0104-07072016003600015
https://doi.org/10.1590/0104-07072016003...
Despite the progress of the past few years, preventable harms remain unacceptably frequent in health care settings. In this sense, a recently released study points out that hospital institutions add numerous cultural issues, which can interfere with patient safety, such as: hierarchy of positions, praise of the medical professional, failures in team and individual work, inadequate or outdated practices, and mainly failures in the communication process among the health professionals during care transition.33. The Joint Comission. Improving Transitions of Care: Hand-off communications. In: Joint Commission Center for Transforming Healthcare. 2014 [cited 2018 Nov 25]. Available from: https://www.centerfortransforminghealthcare.org/improvement-topics/hand-off-communications/
https://www.centerfortransforminghealthc...
In this perspective, care transition or case transfer is defined as the transfer of responsibility for care between health professionals and the transmission of information about some or all aspects related to the assistance of one or more patients to another person or group of professionals, either temporarily or permanently.33. The Joint Comission. Improving Transitions of Care: Hand-off communications. In: Joint Commission Center for Transforming Healthcare. 2014 [cited 2018 Nov 25]. Available from: https://www.centerfortransforminghealthcare.org/improvement-topics/hand-off-communications/
https://www.centerfortransforminghealthc...
Communication errors during care transition among the health professionals cause adverse events44. Martin HA, Ciurzynski SM. Situation, background, assessment, and recommendation-guided huddles improve communication and teamwork in the emergency department. J Emerg Nurs [Internet]. 2015 [cited 2017 Nov 20];41(6):484-8. Available from: http://www.ncbi.nlm.nih.gov/pubmed/26143504
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, being the third cause of sentinel events in 2015.55. Joint Comission Resources. Sentinel event statistics released for 2015. [cited 2017 Sept 5]. Available from: http://info.jcrinc.com/rs/494-mtz-066/images/sentinel39.pdf
http://info.jcrinc.com/rs/494-mtz-066/im...
In this sense, care transition is recognized as a moment of vulnerability for hospitalized patients who depend on it, resulting in a 12%-34% probability of hospital deaths.66. Denson JL, Jensen A, Saag HS, Wang B, Fang Y, Horwitz LI, et al. Association between end-of-rotation resident transition in care and mortality among hospitalized patients. JAMA [Internet]. 2016 [cited 2017 Aug 20];316(21):2204. Available from: http://www.ncbi.nlm.nih.gov/pubmed/27923090
http://www.ncbi.nlm.nih.gov/pubmed/27923...
Other research studies carried out worldwide have identified risk factors associated with care transition, such as difficulty in carrying it out, deficit in the systematization of information, and lack of instruments, which inevitably leads to the existence of interpretation errors and, consequently, communication failures.44. Martin HA, Ciurzynski SM. Situation, background, assessment, and recommendation-guided huddles improve communication and teamwork in the emergency department. J Emerg Nurs [Internet]. 2015 [cited 2017 Nov 20];41(6):484-8. Available from: http://www.ncbi.nlm.nih.gov/pubmed/26143504
http://www.ncbi.nlm.nih.gov/pubmed/26143...
,77. Panesar RS, Albert B, Messina C, Parker M. The Effect of an electronic SBAR communication tool on documentation of acute events in the pediatric intensive care unit. Am J Med Qual [Internet]. 2016 [cited 2017 Aug 20];31(1):64-8. Available from: http://www.ncbi.nlm.nih.gov/pubmed/25274104
http://www.ncbi.nlm.nih.gov/pubmed/25274...
However, it is still not possible to identify the main flaw in care transition, whether this is due to the inability to recognize the clinical deterioration of the patient in the first instance or to the inability to effectively transfer critical information to another professional. It is noteworthy that both skill sets (recognition of clinical deterioration and communication) are decisive factors for the survival and good prognosis of the pediatric patient.88. Johnston M, Arora S, King D, Stroman L, Darzi A. Escalation of care and failure to rescue: a multicenter, multiprofessional qualitative study. Surgery [Internet]. 2014 [cited 2017 Sept 25];155(6):989-94. Available from: http://www.ncbi.nlm.nih.gov/pubmed/24768480
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In this perspective, the instruments used for care transition must guarantee the transfer of accurate and clear information,99. Wong HJ, Bierbrier R, Ma P, Quan S, Lai S, Wu RC. An analysis of messages sent between nurses and physicians in deteriorating internal medicine patients to help identify issues in failures to rescue. Int J Med Inform [Internet]. 2017 [cited 2017 Sept 5];100:9-15. Available from: http://www.ncbi.nlm.nih.gov/pubmed/28241941
http://www.ncbi.nlm.nih.gov/pubmed/28241...
since pediatric patient safety depends on effective communication among the health professionals.
The instruments are systematized recommendations in the shape of a formal structure, with the purpose of guiding health professionals' decisions regarding adequate care in specific clinical circumstances.1010. Rosenfeld RM, Shiffman RN, Robertson P. Clinical practice guideline development manual, third edition. Otolaryngol Neck Surg [Internet]. 2013 [cited 2018 May 25];148(Suppl 1):S1-55. Available from: http://www.ncbi.nlm.nih.gov/pubmed/23243141
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These recommendations are based on scientific evidence, on the technological and economic evaluation of the health services.1010. Rosenfeld RM, Shiffman RN, Robertson P. Clinical practice guideline development manual, third edition. Otolaryngol Neck Surg [Internet]. 2013 [cited 2018 May 25];148(Suppl 1):S1-55. Available from: http://www.ncbi.nlm.nih.gov/pubmed/23243141
http://www.ncbi.nlm.nih.gov/pubmed/23243...
Standardization of practices are initiatives that can contribute to promoting the safety of pediatric hospitalized patients with direct repercussions on health care.1111. Wegner W, Silva MUM, Peres MA, Bandeira LE, Frantz E, Botene DZA, et al. Patient safety in the care of hospitalised children: evidence for paediatric nursing. Rev Gaúcha Enferm [Internet]. 2017 [cited 2018 May 25];38(1):e68020. Available from: https://doi.org/10.1590/1983-1447.2017.01.68020
https://doi.org/10.1590/1983-1447.2017.0...
However, for their success, it always necessary to seek to satisfy the needs of those for whom the instrument is intended, so that health care is more effective.1212. Catunda HLO, Bernardo EBR, Vasconcelos CTM, Moura ERF, Pinheiro AKB, Aquino PS. Methodological approach in nursing research for constructing and validating protocols. Texto Contexto Enferm [Internet]. 2017 [cited 2017 Aug 11];26(2):e00650016. Available from: https://doi.org/10.1590/0104-07072017000650016
https://doi.org/10.1590/0104-07072017000...
According to a study recently released in Brazil, communication failures in pediatric units are frequent due to multiple sources of information, inadequate number of professionals, and the demands of activities.1313. Macedo TR, Rocha PK, Tomazoni A, Souza S, Anders JC, Davis K. The culture of patient safety from the perspective of the pediatric emergency nursing team. Rev Esc Enferm USP [Internet]. 2016 [cited 2017 Sept 2];50(5):756-62. Available from: https://doi.org/10.1590/s0080-623420160000600007
https://doi.org/10.1590/s0080-6234201600...
In view of this, one of the communication techniques that is increasingly used in the health area is the mnemonic Situation, Background, Assessment, Recommendation (SBAR), originally developed in the USA to standardize communication between physicians and nurses. It should be noted that it was adapted for the Australian, Belgian, Canadian, Indian, Japanese, German and Korean cultures.1414. Clark E, Squire S, Heyme A, Mickle M-E, Petrie E. The PACT Project: improving communication at handover. Med J Aust [Internet]. 2009 [cited 2017 Oct 25];190(Suppl 11):S125-7. Available from: https://doi.org/10.5694/j.1326-5377.2009.tb02618.x
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-2121. Yu M, Kang K JA. Effectiveness of a role-play simulation program involving the sbar technique: A quasi-experimental study. Nurse Educ Today [Internet]. 2017 [cited 2018 May 25];53:41-7. Available from: http://www.ncbi.nlm.nih.gov/pubmed/28433731
http://www.ncbi.nlm.nih.gov/pubmed/28433...
The construction of the instrument to standardize communication among the health professionals is based on the criteria and recommendations of International and National Organizations for the Promotion of Patient Safety, among them: World Health Organization (WHO), Agency for Healthcare Research and Quality (AHRQ), Institute for Healthcare Improvement (IHI), The Joint Commission (JCI) and the National Patient Safety Program (Programa Nacional de Segurança do Paciente, PNSP).2222. World Health Organization. Patient safety WHO programme areas. 2004 [cited 2018 May 25]. Available from: http://www.who.int/patientsafety/about/programmes/en
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-2525. Brasil. Ministério da Saúde (MS); Fundação Oswaldo Cruz; Agência Nacional De Vigilância Sanitária (ANVISA). Documento de referência para o Programa Nacional de Segurança do Paciente. 2014 [cited 2017 Nov 6]. Available from: http://bvsms.saude.gov.br/bvs/publicacoes/documento_referencia_programa_nacional_seguranca.pdf
http://bvsms.saude.gov.br/bvs/publicacoe...
Thus, based on the global recommendations to promote effective communication, it is the ethical responsibility of the health professional to fill the gap identified in relation to the verification of safety elements, so that the factors that enhance adverse events and errors are reduced or eliminated.2626. Alpendre FT, Cruz EDA, Dyniewicz AM, Mantovani MF, Silva AEBC, Santos GS. Safe surgery: validation of pre and postoperative checklists. Rev Latino-Am Enferm [Internet]. 2017 [cited 2018 May 25];25:e2907. Available from: http://www.ncbi.nlm.nih.gov/pubmed/28699994
http://www.ncbi.nlm.nih.gov/pubmed/28699...
The choice of this theme as a research object, in addition to what has already been mentioned, was also due to perceiving, in view of professional experiences, that the situation of issues involving care transition among the health professionals is alarming, since it is a fact that there are difficulties for them to pass on and understand information about the clinical deterioration of the pediatric patient, because such information is not standardized and is provided according to the conceptions of each professional. This reality has compromised the communication process and, consequently, the assistance provided to pediatric patients.
In this perspective, this research aimed to build and semantically validate a safe communication tool to systematize care transition in pediatric clinical and emergency units.
METHOD
This is a methodological research study, based on the Classical Theory of Psychometric Tests and on the Instrument Development Model, proposed by Pasquali.2727. Pasquali L. Testes referentes a construto: Teoria e modelo de construção. In: Pasquali L, organizador. Instrumentação psicológica: fundamentos e prática. Porto Alegre, RS(BR): Artmed; 2010. p. 165-98.
Theoretical procedures were used to construct the instrument, which corresponds to the definition of the construct to be evaluated; definition of the properties of this construct; constitutive definition; identification of its dimensionality and operational definition; construction of the items that will compose the instrument and content validation of these items2727. Pasquali L. Testes referentes a construto: Teoria e modelo de construção. In: Pasquali L, organizador. Instrumentação psicológica: fundamentos e prática. Porto Alegre, RS(BR): Artmed; 2010. p. 165-98.(Figure 1).
Process of construction and semantic validation of the Instrument for Case Transfer in Pediatric Units, according to Pasquali (201027. Pasquali L. Testes referentes a construto: Teoria e modelo de construção. In: Pasquali L, organizador. Instrumentação psicológica: fundamentos e prática. Porto Alegre, RS(BR): Artmed; 2010. p. 165-98.). Florianópolis, SC, Brazil, 2017.
From this, Version 1 of the instrument was built, proposed from 19 items, organized in two domains.
The instrument built was composed of 19 items organized in two domains. The first domain includes three items that refer to the conduct the health professional must follow before exchanging information with other professionals about the pediatric patient, as suggested by the World Health Organization (WHO) and by the Guidelines for Communicating with Physicians Using the SBAR Process.
In turn, the second domain consisted of 16 items from the SBAR mnemonic, which are: Situation: identification of the professional and briefly describing the problem of the child/adolescent; Background: it includes minimal information, which directly reflects the recognition of clinical deterioration in hospitalized children and adolescents; Assessment: clarify to the other professional what your assessment of the situation is; Recommendation: make your recommendations and report what you expect, record in the child's/adolescent's chart: time of contact with the other professional; name of the professional who was contacted; information and conducts taken.
This version was subjected to semantic analysis, which involves the evaluation of items by the target population, that is, the population for which the instrument is intended. The semantic evaluation of the items is considered to be one of the most effective in assessing the understanding of the items, which should be performed as a form of pre-test and definition of the pilot instrument.2727. Pasquali L. Testes referentes a construto: Teoria e modelo de construção. In: Pasquali L, organizador. Instrumentação psicológica: fundamentos e prática. Porto Alegre, RS(BR): Artmed; 2010. p. 165-98.
The research was carried out in a large public teaching hospital, located in the southern region of Brazil, between November and December 2016, with the participation of seven experts in pediatrics and/or patient safety, five nurses and two physicians. The number of participants was defined by a non-probabilistic sample. The total number of participants recommended for inclusion in validation studies is controversial; however, it is common to recommend between five and ten experts.2727. Pasquali L. Testes referentes a construto: Teoria e modelo de construção. In: Pasquali L, organizador. Instrumentação psicológica: fundamentos e prática. Porto Alegre, RS(BR): Artmed; 2010. p. 165-98. In this study, it was decided to include seven. In the Delphi Technique, it is common for experts to withdraw in the successive validation rounds; however, this did not happen in this study.
The established criteria for selecting the experts were the following: working in hospitalization and pediatric emergency units; actively participating in research studies related to pediatric patient safety; having at least twelve months of experience in the area; and having at least a postgraduate degree.
For data collection, an electronic form composed of three parts was developed by the researchers, using the Google Forms® application. A Likert scale was inserted for each item presented in the form, containing the following alternatives: strongly disagree, disagree, neither agree nor disagree, agree and strongly agree. In order for the experts to be able to assess each item presented on the instrument, a space was inserted to record the following: necessary but missing items; unnecessary items; comments and/or suggestions in order to provide information to improve the final version and ensure understanding of each item.
Data collection was conducted using an instrument divided into three parts: the first part is aimed at characterizing the experts. The second part consists of the content assessment of the domains and their items. The third part of the instrument concerns its presentation. The evaluated criteria were the following: scope, clarity, coherence, criticality of the items, objectivity, scientific writing, relevance, sequence, uniqueness and updating.2727. Pasquali L. Testes referentes a construto: Teoria e modelo de construção. In: Pasquali L, organizador. Instrumentação psicológica: fundamentos e prática. Porto Alegre, RS(BR): Artmed; 2010. p. 165-98.
The form was sent to the experts via the Internet and an electronic address was created exclusively for this purpose. Before sending the form, contact was made by e-mail, clarifying the reasons for the study, how it would be developed and the participation of the experts. At this moment, signing of the Free and Informed Consent Form was requested. After acceptance by the study participant, the form was sent and the validation rounds started.
For each evaluated item, the Content Validity Index (CVI) was calculated. A CVI ≥ 0.80 was considered as an indicator of a valid item, to be maintained in the instrument.2727. Pasquali L. Testes referentes a construto: Teoria e modelo de construção. In: Pasquali L, organizador. Instrumentação psicológica: fundamentos e prática. Porto Alegre, RS(BR): Artmed; 2010. p. 165-98. For CVIs below this value, contents that needed to be reviewed or deleted were considered. For the calculation of the CVI, the total number of answers obtained was divided by the experts' evaluation.
The experts' recommendations were included in the content of the instrument for a new evaluation round. Two validation rounds took place in this study, between November and December 2016.
The analyses were processed using the Microsoft Office Excel 2013® program from data insertion in a spreadsheet developed for the research.
The development of the research followed the national norms of ethics in research involving human beings.
RESULTS
The results of the first stage of the study corresponded to the construction of the instrument by conducting a narrative and integrative literature review, in which the instruments that assessed the constructs that guide this research were identified; however, the instrument that stood out was the Guidelines for Communicating with Physicians Using the SBAR Process. Therefore, the data from this mnemonic, were used to compose the second domain of the instrument built. It is noteworthy that its choice was due to the fact that it has internationally recognized quality and trust and, especially, because it is guided by studies with practices based on scientific evidence. In addition, it is in the public domain and was obtained at no charge via the Internet. The instrument built was developed with theoretical references as instruments constructed for the same purpose, among them the Guidelines for Communicating with Physicians Using the SBAR Process.
In this review, seven articles were selected, analyzed and categorized, which in summary showed that the SBAR Technique was the most used to structure communication among the health professionals, but they have a shortage of publications in the pediatric context, indicating the need for further studies.
Based on the evidence obtained through the integrative review and the clinical experience of the researchers in the pediatric hospitalization units, a wide discussion was conducted about the reference domains and items to be adopted, as well as about the identification that the Guidelines SBAR mnemonic that could be used to build the second domain of the instrument for case transfers in pediatric units, which provides a structure for communication to take place in a clear and effective manner, that is, with correct, organized, safe and concise information. The instrument built was composed of 19 items organized in two domains.
Regarding the characterization of the experts, five were nurses and two physicians, with a mean age of 26 years and five months old, all having completed a lato sensu postgraduation course, five having participated in research groups and having scientific publications related to the Child Health theme. In addition, they had professional experience in this thematic area and also in inpatient and pediatric emergency units.
Chart 1 shows all the items that underwent changes in the instrument, before and after validation. The content differences (constructed with changes suggested by the experts) defined in the validation process are presented by words written in italics and in bold in the right column.
It is noted that, in the first version of the instrument, items 1, 3 and 7 had their writing reformulated at the suggestion of the experts, and items 4 and 13 were added. The rest of the items (13), on the other hand, obtained an agreement criterion greater than 80% among the experts. In the second round, all the items after the changes made by experts' suggestions reached a CVI ≥ 0.80.
In general, the experts' evaluation of the instrument revealed that the domains and items were understandable and relevant to the clinical practice. In addition, they stated that the answer options were clear and easy to understand. With this, Version 1 was improved, resulting in Version 2 of the Instrument for Case Transfers in Pediatric Units. After the analysis, the theoretical procedures in the construction of the measurement instrument were finished, with the pilot instrument as a product.
Contents of the Instrument for Case Transfers in Pediatric Units before and after validation. Florianópolis, SC, Brazil, 2017.
After making the necessary changes to the instrument, the second version of the instrument was constituted, the final product of the theoretical phase, that is, the pilot instrument that will later be submitted to the empirical and analytical poles, considering the composition of 19 items organized in two domains (Chart 2).
Pilot instrument for the Case Transfers in pediatric units. Florianópolis, SC, Brazil, 2017.
DISCUSSION
The construction of instruments in the health area provides an evolution for assistance and, consequently, for patient safety as it comes with the purpose of providing scientific basis to the professional.1212. Catunda HLO, Bernardo EBR, Vasconcelos CTM, Moura ERF, Pinheiro AKB, Aquino PS. Methodological approach in nursing research for constructing and validating protocols. Texto Contexto Enferm [Internet]. 2017 [cited 2017 Aug 11];26(2):e00650016. Available from: https://doi.org/10.1590/0104-07072017000650016
https://doi.org/10.1590/0104-07072017000...
In the synthesis of the integrative and narrative review carried out, the studies showed that the use of protocols to standardize communication among the health professionals is an important factor in combating adverse events and promoting the safety of pediatric patients, considering the demonstrated benefits, such as improvement in communication, teamwork and the development of a safety culture.1717. Achrekar MS, Murthy V, Kanan S, Shetty R, Nair M, Khattry N. Introduction of situation, background, assessment, recommendation into nursing practice: a prospective study. Asia-Pacific J Oncol Nurs [Internet]. 2016 [cited 2018 May 24];3(1):45. Available from: http://www.apjon.org/text.asp?2016/3/1/45/178171
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,2020. Lee JY. Effective communication for patient safety. J Korean Med Assoc [Internet]. 2015 [cited 2017 Sept 2];58(2):100. Available from: https://synapse.koreamed.org/doix.php?id=10.5124/jkma.2015.58.2.100
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,2828. Merkel MJ, Von Dossow V, Zwißler B. Structured patient handovers in perioperative medicine: Rationale and implementation in clinical practice. Anaesthesist [Internet]. 2017 [cited 2017 Sept 11];66(6):396-403. Available from: https://doi.org/10.1007/s00101-017-0320-6
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-2929. Riesenberg LA, Leitzsch J, Little BW. Systematic review of handoff mnemonics literature. Am J Med Qual [Internet]. 2009 [cited 2018 May 25];24(3):196-204. Available from: http://www.ncbi.nlm.nih.gov/pubmed/19269930
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The instrument semantically constructed and analyzed constituted the necessary conducts to standardize communication in the care transition in pediatric units. Thus, the Model proposed by Pasquali2727. Pasquali L. Testes referentes a construto: Teoria e modelo de construção. In: Pasquali L, organizador. Instrumentação psicológica: fundamentos e prática. Porto Alegre, RS(BR): Artmed; 2010. p. 165-98. proved to be the most appropriate for the construction of the instrument since, despite belonging to the area of Psychology, it is widely used in research in the field of Nursing and health in general.3030. Lima LM, Santos SR. Protótipo de um software para registro de enfermagem em unidade de terapia intensiva neonatal. Aquichan [Internet]. 2015 [cited 2017 Oct 25];5(1):31-43. Available from: https://doi.org/10.5294/aqui.2015.15.1.4
https://doi.org/10.5294/aqui.2015.15.1.4...
In the content validation phase, the general CVI index of the instrument was obtained by adding the CVI of each item and dividing by the number of items, obtaining the recommended agreement of at least 80%.
Some suggestions by the experts were incorporated in order to improve the instrument, such as: the suggestions that stood out the most in domain one were in relation to the first item, “observe and evaluate the main warning signs presented by the pediatric patient or reported by the mothers/guardians before making contact”, which was considered opportune and included in the instrument due to the fact that health professionals must be prepared to recognize, by assessing the signs and symptoms of each age group, the signs of severity.3131. Miranda JOF, Camargo CL, Nascimento CLS, Portela DS, Monaghan A. Accuracy of a pediatric early warning score in the recognition of clinical deterioration. Rev Latino-Am Enfermagem [Internet]. 2017 [cited 2018 May 25];25:e2912. Available from: https://doi.org/10.1590/1518-8345.1733.2912
https://doi.org/10.1590/1518-8345.1733.2...
Early recognition of the rapid clinical deterioration of the pediatric patient can make the difference between life and death. In this perspective, it is noted that the nurse, for assisting the pediatric patient in a continuous manner, and being the link between the various health professionals and the pediatric patient/family, is one of the main members of the team responsible for detecting the severity or deterioration of the child's and/or adolescent's clinical condition.3131. Miranda JOF, Camargo CL, Nascimento CLS, Portela DS, Monaghan A. Accuracy of a pediatric early warning score in the recognition of clinical deterioration. Rev Latino-Am Enfermagem [Internet]. 2017 [cited 2018 May 25];25:e2912. Available from: https://doi.org/10.1590/1518-8345.1733.2912
https://doi.org/10.1590/1518-8345.1733.2...
Thus, for a detailed assessment of the clinical condition of a pediatric patient, anamnesis and careful physical examination are required,3131. Miranda JOF, Camargo CL, Nascimento CLS, Portela DS, Monaghan A. Accuracy of a pediatric early warning score in the recognition of clinical deterioration. Rev Latino-Am Enfermagem [Internet]. 2017 [cited 2018 May 25];25:e2912. Available from: https://doi.org/10.1590/1518-8345.1733.2912
https://doi.org/10.1590/1518-8345.1733.2...
and should preferably follow the "evaluate, categorize, decide and act" model, as this is a systematic approach chosen for the recognition and treatment of critically-ill children and adolescents.3232. American Heart Association. PALS. Pediatric advanced life support : provider manual. 2015 [cited 2018 May 25]. Available from: http://cpr.heart.org/ahaecc/cprandecc/training/healthcareprofessional/pediatric/ucm_476258_pals.jsp
http://cpr.heart.org/ahaecc/cprandecc/tr...
According to the International Joint Commission, health professionals must pay attention to insert the patient in the assistance.3333. The Joint Comission. Improving America’s Hospitals - The Joint Commission’s annual report on quality and safety 2011 | Joint Commission. 2011 [cited 2017 Nov 1]. Available from: https://www.jointcommission.org/2011_annual_report/
https://www.jointcommission.org/2011_ann...
A study carried out in an ICU of a Brazilian hospital showed that family members are the vital sources of information about the pediatric patient.
In this sense, health professionals must encourage the family to be present during all phases of care, and the necessary resources to promote effective communication must be available, since inadequate communication between health professionals and patients and/or families can contribute to errors and adverse events.3434. Sousa FCP, Montenegro LC, Goveia VR, Corrêa AR, Rocha PK, Manzo BF. Family participation in patient safety in neonatal units from the nursing perspective. Texto Contexto Enferm [Internet]. 2017 [cited 2017 Sept 5];26(3):e1180016. Available from: https://doi.org/10.1590/0104-07072017001180016
https://doi.org/10.1590/0104-07072017001...
Data showed 7,149 cases of negligence, of which 55% were related to communication failures between health professionals and patients and family members.3535. Crico Strategies. Malpractice risks in communication failures: 2015 Annual Benchmarking Report. AHRQ Patient Safety Network. Agency for Healthcare Research and Quality (AHRQ). 2016 [cited 2017 Sept 18]. Available from: https://psnet.ahrq.gov/resources/resource/29752/malpractice-risks-in-communication-failures-2015-annual-benchmarking-report
https://psnet.ahrq.gov/resources/resourc...
In view of the statistics presented in relation to the increase in the number of adverse events, a recently released research study suggests that combining family members as critical and active partners in the practices with the health professionals, in order to ensure the implementation of safe practices, is an important strategy and promising for the promotion of patient health and safety.3434. Sousa FCP, Montenegro LC, Goveia VR, Corrêa AR, Rocha PK, Manzo BF. Family participation in patient safety in neonatal units from the nursing perspective. Texto Contexto Enferm [Internet]. 2017 [cited 2017 Sept 5];26(3):e1180016. Available from: https://doi.org/10.1590/0104-07072017001180016
https://doi.org/10.1590/0104-07072017001...
In addition, the role of the companion as a partner for the promotion of pediatric patient safety and, at the same time, a barrier to the occurrence of incidents, stands out.1111. Wegner W, Silva MUM, Peres MA, Bandeira LE, Frantz E, Botene DZA, et al. Patient safety in the care of hospitalised children: evidence for paediatric nursing. Rev Gaúcha Enferm [Internet]. 2017 [cited 2018 May 25];38(1):e68020. Available from: https://doi.org/10.1590/1983-1447.2017.01.68020
https://doi.org/10.1590/1983-1447.2017.0...
In this sense, the report by the Lucian Leape Institute of the National Patient Safety Foundation (NPSF), called Safety Is Personal: Partnering with Patients and Families for the Safest Care, highlights that the involvement of the patient and their family is essential for patient safety in all levels of care and health.3636. National Patient Safety Foundation. Livres de danos: acelerar a melhoria da segurança do paciente quinze anos depois de to err is human. 2015 [cited 2017 Aug 20]. Available from: https://c.ymcdn.com/sites/npsf.site-ym.com/resource/resmgr/pdf/free_from_harm_portugues-br.pdf
https://c.ymcdn.com/sites/npsf.site-ym.c...
Regarding the suggestion on item three, “have the patient's record at hand and have read the latest developments in nursing, medical or supplementary observations”, it was included in the instrument.
Documentation is an essential practice in the health area, with clinical and legal importance, and constitutes an important communication tool among the professionals, being a legal support for patients and professionals.3737. Rojahn D, De Souza I, Locatelli P, Hermann R, Ascari RA. Comunicação efetiva em registros de enfermagem: uma prática assistencial. Rev UNINGÁ [Internet]. 2014 [cited 2018 May 25];19(2):9-13. Available from: http://www.mastereditora.com.br/review
http://www.mastereditora.com.br/review...
They are responsible for maintaining accurate and complete records, in order to ensure continuity, safety and quality of the care provided3838. Miranda, JOF; Camargo, CL; Sobrinho, CLN; Portela DMS. Clinical deterioration in hospitalized children: integrative review of a Pediatric early warning score. J Nurs UFPE [Internet]. 2016 [cited 2017 Sept 15];10(3):1128-39. Available from: https://periodicos.ufpe.br/revistas/revistaenfermagem/article/view/11067 .
https://periodicos.ufpe.br/revistas/revi...
.
The records in the medical chart or the complementary observations of the pediatric patient are important for decision-making, given the assistance provided to the patient, helping in the analysis of their general condition, their evolution and response to treatment. They can also collaborate so that, in case transfers, the actions carried out in order to guide the professional practice are certified and confirmed, which will give continuity to the assistance provided.3939. Wegner W, Pedro ENR. Patient safety in care circumstances: prevention of adverse events in the hospitalization of children. Rev Latino-Am Enfermagem [Internet]. 2012 [cited 2018 May 25];20(3):427-34. Available from: https://doi.org/10.1590/S0104-11692012000300002
https://doi.org/10.1590/S0104-1169201200...
In item four of the second domain, the suggestion “Identify yourself” was included at the time of contact, in the “Situation” stage. It is worth mentioning that a study shows that it is important that the professional is aware about who is speaking, because early identification creates relationships and reduces tensions among the professionals.4040. Sevdalis N, Wong HWL, Arora S, Nagpal K, Healey A, Hanna GB, et al. Quantitative analysis of intraoperative communication in open and laparoscopic surgery. Surg Endosc [Internet]. 2012 [cited 2017 Feb 12];26(10):2931-8. Available from: http://www.ncbi.nlm.nih.gov/pubmed/22538692
http://www.ncbi.nlm.nih.gov/pubmed/22538...
Also regarding this item, it stands out that the communication process, regarding the information that circulates among the units, is more characterized by negotiation than by an exchange of information itself, that is, in this negotiation process the source of the information is a fundamental part to obtain veracity and confidence in what is being passed on; it must be remembered that, in the hospital, when technical information is circulated, it is assumed that it comes from scientific data and clinical findings based on the professional's knowledge.
In a way, all the professionals involved in this communication process within an environment have some power, whether through knowledge about a pathology, a technique and/or even having privileged information. Negotiation occurs through this game of influence and constant dispute that involves knowledge, the appropriation of resources, personal and interpersonal skills, so there is a need for the personal identification of each professional.4141. Wolton D. Informar não é comunicar. Porto Alegre, RS(BR): Sulina; 2010.
Another conduct included in the same domain, in the stage corresponding to the “Background” was in relation to item 13 “use pain scale”. This suggestion was considered in view of the fact that pain must be assessed in a multidimensional manner, incorporating physiological parameters, which are not specific, with objective measurements based on standardized scales to provide information on individual responses to pain.
In this perspective, a study reveals that crying, facial mime, body movement and agitation were the signs used to assess pain in newborns and children.4242. Costa T, Rossato LM, Bueno M, Secco IL, Sposito NPB, Harrison D, et al. Nurses’ knowledge and practices regarding pain management in newborns. Rev Esc Enferm USP [Internet]. 2017 [cited 2017 Sept 5];51:e03210. Available from: https://doi.org/10.1590/s1980-220x2016034403210
https://doi.org/10.1590/s1980-220x201603...
Pain identification is important for effective management. Self-reporting is considered by health professionals as one of the best tools for pain assessment. However, newborns do not verbalize their pain. Thus, it is essential that there are other methods known and used by the professionals to assess pain, such as the use of validated scales.4242. Costa T, Rossato LM, Bueno M, Secco IL, Sposito NPB, Harrison D, et al. Nurses’ knowledge and practices regarding pain management in newborns. Rev Esc Enferm USP [Internet]. 2017 [cited 2017 Sept 5];51:e03210. Available from: https://doi.org/10.1590/s1980-220x2016034403210
https://doi.org/10.1590/s1980-220x201603...
In addition, lack of clinical knowledge, lack of studies and ignorance of the adverse effects caused by opioids, make effective pain management an uncommon practice.4343. Dantas LVRP, Dantas TSP, Santana-Filho VJ, Azevedo-Santos IF, De Santana JM. Pain assessment during blood collection from sedated and mechanically ventilated children. Rev Bras Ter Intensiva [Internet]. 2016 [cited 2017 Sept 15];28(1):49-54. Available from: https://doi.org/10.5935/0103-507X.20160013
https://doi.org/10.5935/0103-507X.201600...
It is considered that the experts played an important role in the analysis of the instrument's structure, highlighting the countless contributions and suggestions during its development. The items proposed in the instrument as a whole were shown to have theoretical characteristics to guide and assist health professionals in the communication process during care transition, standardizing the information and optimizing the time to be spent on this task, being totally modifiable according to the needs presented by the hospitalized pediatric patient.
We highlight that, after the semantic analysis, the theoretical procedures in the Construction of the Instrument were finished, for Case Transfers in Pediatric Units, having as a product the pilot instrument, which will later be submitted to the empirical and analytical poles.
CONCLUSION
The process of construction and semantic validation of the “Instrument for Case Transfers in Pediatric Units” followed the methodological steps recommended by Pasquali, resulting in an instrument with theoretical characteristics to guide and assist health professionals in the process of safe communication during care transition.
As a contribution of this research, the methodological presentation of the stages of building an instrument stands out, allowing for the guidance of other researchers in the construction of instruments capable of evaluating the communication process in care transition.
It is worth highlighting the importance that a standardized and validated instrument has for promoting effective communication. Thus, as this is an unprecedented study in Brazil and because this instrument was built and validated using the Guidelines for Communicating with Physicians Using the SBAR Process for the Brazilian reality, it was not possible to conduct a discussion supported by other published national literature.
It is also believed that the instrument built and semantically validated needs to go through the clinical validation process to be used in the professional practice, since this was the first phase of the instrument's validation.
Therefore, it is understood that this is a limitation of this study, and that the continuation of this research is necessary to contribute to the area of pediatric patient safety.
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» https://doi.org/10.1590/s1980-220x2016034403210 - 43. Dantas LVRP, Dantas TSP, Santana-Filho VJ, Azevedo-Santos IF, De Santana JM. Pain assessment during blood collection from sedated and mechanically ventilated children. Rev Bras Ter Intensiva [Internet]. 2016 [cited 2017 Sept 15];28(1):49-54. Available from: https://doi.org/10.5935/0103-507X.20160013
» https://doi.org/10.5935/0103-507X.20160013
NOTES
-
ORIGIN OF THE ARTICLE
Article extracted from the thesis - Construction and Validation of the Instrument for Case Transfers in Pediatric Units, presented to the Graduate Program in Nursing of the Universidade Federal de Santa Catarina, in 2017. -
ETHICS COMMITTEE IN RESEARCH
Approved by the Ethics Committee in Research with Human Beings of the Universidade Federal de Santa Catarina, opinion No. 1,556,430; Certificate of Presentation for Ethical Appreciation CAAE: 55170716.6.0000.0121.
Publication Dates
-
Publication in this collection
02 Apr 2021 -
Date of issue
2021
History
-
Received
11 June 2018 -
Accepted
24 May 2019