DEVELOPING AND TESTING A COMPUTERIZED DECISION SUPPORT SYSTEM FOR NURSE-TO-PATIENT ASSIGNMENT

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DEVELOPING AND TESTING A COMPUTERIZED DECISION SUPPORT SYSTEM FOR NURSE-TO-PATIENT ASSIGNMENT ALEIDA BRAAKSMA, CATHARINA VAN OOSTVEEN, HESTER VERMEULEN

NURSE-TO-PATIENT ASSIGNMENT Takes place at the start of each shift Performed by charge nurse or by all nurses together High-quality, well-balanced assignments are crucial for: Quality and safety of patient care Nurses job satisfaction and morale Many considerations involved difficult to perform manually Time-consuming: charge nurses spend up to 30 minutes

RESEARCH OBJECTIVES To develop a CDSS for nurse-to-patient assignment To evaluate its overall effect in a clinical setting

PREVIOUS RESEARCH Rosenberger et al. (2004), Punnakitikashem et al. (2006, 2008), Sundaramoorthi et al. (2009, 2010a, 2010b), Baker et al. (2010) Methods: integer programming, stochastic programming, heuristics, Markov decision theory, simulation Objective: workload balancing Evaluation: training sessions for student nurses Mullinax et al. (2002), Schaus et al. (2009) Methods: integer programming, heuristics, constraint programming Objective: workload balancing (patients locations, max # patients per nurse) Evaluation: computer experiments Donahue (2009) Methods: pod design Objective: minimizing walking distances (patients acuity) Evaluation: implemented and tested for one month

APPROACH Mixed methods approach: both qualitative and quantitative Phase I: Development CDSS Literature search Focus group sessions Consideration importance survey Model development Phase II: Evaluation CDSS Before-and-after measurements

PARTICIPANTS Three nursing wards in the Academic Medical Center (AMC) Amsterdam: Neurology 26 beds NEU Neurosurgery 20 beds NEC Gastro-intestinal surgery 28 beds SURG Phase I: Development CDSS Phase II: Evaluation CDSS NEU, NEC NEU, NEC, SURG AMC practice: nurses make the assignment together

OVERVIEW Phase I: Development CDSS Literature search Focus group sessions Consideration importance survey Model development Phase II: Evaluation CDSS Before-and-after measurements

LITERATURE SEARCH PHASE I: DEVELOPMENT CDSS Considerations Patient acuity information from previous shift Patient (or family) preference Patient/nurse language match Physician preference for particular nurse-patient assignment Nurse preference Years of nursing experience Nurse experience/expertise with this type of patient Nurse experience with this patient Nurse employment status (regular vs. per diem) Nurse level (SNI, etc.) Nurse licensure (R.N., L.V.N., etc.) Nurse health status (disabilities, etc.) Student nurse assignment Orientation needs of new nurses Other duties of nurses (administrative, orientation) Clinical judgment of patient nursing needs Amount of time patient is expected to be away from unit Location of patient on the unit Availability of nonnursing support staff Bostrom and Suter (1992)

FOCUS GROUP SESSIONS PHASE I: DEVELOPMENT CDSS 2 sessions: NEC & NEU; per session: 3 nurses, 45 minutes Write down considerations Considerations from literature were shown Write down additional considerations Cluster considerations and name clusters Researchers matched considerations to those from literature Considerations added Patient/nurse culture match Nurse mental health status Student s year of education

CONSIDERATION IMPORTANCE SURVEY PHASE I: DEVELOPMENT CDSS Ranking Considerations Ranking in B&S Average score 1 Patient acuity information from previous shift 1 8.35 2 Patient (or family) preference 8 5.53 3 Nurse experience with this patient 4 4.94 4 Student nurse assignment NR 4.88 5 Patient/nurse language match 9 4.65 6 Student s year of education NR 3.53 7 Years of nursing experience 14 3.47 8 Nurse health status (disabilities, etc.) NR 3.44 9 Location of patient on the unit 10 2.94 10 Nurse mental health status NR 2.91 11 Nurse experience/expertise with this type of patient 2 2.32 12 Amount of time patient is expected to be away from unit 15 1.47 13 Availability of nonnursing support staff NR 1.21 14 Nurse preference 5 1.12 15 Clinical judgment of patient nursing needs 3 1.09 16 Orientation needs of new nurses 6 1.06 17 Other duties of nurses (administrative, orientation) 11 0.71 18 Patient/nurse culture match NR 0.71 19 Nurse employment status (regular vs. per diem) NR 0.26 20 Nurse level (SNI, etc.) 13 0.26 21 Nurse licensure (R.N., L.V.N., etc.) 12 0.15 22 Physician preference for particular nurse-patient assignment NR 0.00 n = 34 nurses

OVERVIEW Phase I: Development CDSS Literature search Focus group sessions Consideration importance survey Model development Phase II: Evaluation CDSS Before-and-after measurements

OVERVIEW Phase I: Development CDSS Literature search Focus group sessions Consideration importance survey Model development Phase II: Evaluation CDSS Before-and-after measurements

MODEL DEVELOPMENT PHASE I: DEVELOPMENT CDSS Ranking Considerations Ranking in B&S Average score 1 Patient acuity information from previous shift 1 8.35 2 Patient (or family) preference 8 5.53 3 Nurse experience with this patient 4 4.94 4 (1) Student Distribute nurse assignment total amount of care evenly NR among nurses 4.88 5 Patient/nurse language match 9 4.65 6 (2) Student s Distribute year of education high acuity patients evenly NR among nurses 3.53 7 Years of nursing experience 14 3.47 8 Nurse health status (disabilities, etc.) NR 3.44 9 Location of patient on the unit 10 2.94 10 Nurse mental health status NR 2.91 11 Nurse experience/expertise with this type of patient 2 2.32 12 Amount of time patient is expected to be away from unit 15 1.47 13 Availability of nonnursing support staff NR 1.21 14 Nurse preference 5 1.12 15 Clinical judgment of patient nursing needs 3 1.09 16 Orientation needs of new nurses 6 1.06 17 Other duties of nurses (administrative, orientation) 11 0.71 18 Patient/nurse culture match NR 0.71 19 Nurse employment status (regular vs. per diem) NR 0.26 20 Nurse level (SNI, etc.) 13 0.26 21 Nurse licensure (R.N., L.V.N., etc.) 12 0.15 22 Physician preference for particular nurse-patient assignment NR 0.00

MODEL DEVELOPMENT PHASE I: DEVELOPMENT CDSS Ranking Considerations Ranking in B&S Average score 1 Patient acuity information from previous shift 1 8.35 2 Patient (or family) preference 8 5.53 3 Nurse experience with this patient 4 4.94 4 Student nurse assignment NR 4.88 5 Patient/nurse language match 9 4.65 6 Student s year of education NR 3.53 (3) Assign first responsible nurse to patient 7 Years of nursing experience 14 3.47 8 (4) Nurse Replicate health status (disabilities, nurse-to-patient etc.) assignment NR of previous 3.44 day 9 Location of patient on the unit 10 2.94 10 Nurse mental health status NR 2.91 11 Nurse experience/expertise with this type of patient 2 2.32 12 Amount of time patient is expected to be away from unit 15 1.47 13 Availability of nonnursing support staff NR 1.21 14 Nurse preference 5 1.12 15 Clinical judgment of patient nursing needs 3 1.09 16 Orientation needs of new nurses 6 1.06 17 Other duties of nurses (administrative, orientation) 11 0.71 18 Patient/nurse culture match NR 0.71 19 Nurse employment status (regular vs. per diem) NR 0.26 20 Nurse level (SNI, etc.) 13 0.26 21 Nurse licensure (R.N., L.V.N., etc.) 12 0.15 22 Physician preference for particular nurse-patient assignment NR 0.00

MODEL DEVELOPMENT PHASE I: DEVELOPMENT CDSS Ranking Considerations Ranking in B&S Average score 1 Patient acuity information from previous shift 1 8.35 2 Patient (or family) preference 8 5.53 3 Nurse experience with this patient 4 4.94 4 Student nurse assignment NR 4.88 5 Patient/nurse language match 9 4.65 6 Student s year of education NR 3.53 7 Years of nursing experience 14 3.47 8 Nurse health status (disabilities, etc.) NR 3.44 9 Location of patient on the unit 10 2.94 (5) Assign at most Q=3 patients to a student nurse 10 Nurse mental health status NR 2.91 11 (6) Nurse Assign experience/expertise at most with R=6 this type patients of to a coaching 2 nurse 2.32 12 Amount of time patient is expected to be away from unit 15 1.47 13 Availability of nonnursing support staff NR 1.21 14 Nurse preference 5 1.12 15 Clinical judgment of patient nursing needs 3 1.09 16 Orientation needs of new nurses 6 1.06 17 Other duties of nurses (administrative, orientation) 11 0.71 18 Patient/nurse culture match NR 0.71 19 Nurse employment status (regular vs. per diem) NR 0.26 20 Nurse level (SNI, etc.) 13 0.26 21 Nurse licensure (R.N., L.V.N., etc.) 12 0.15 22 Physician preference for particular nurse-patient assignment NR 0.00

MODEL DEVELOPMENT PHASE I: DEVELOPMENT CDSS Ranking Considerations Ranking in B&S Average score 1 Patient acuity information from previous shift 1 8.35 2 Patient (or family) preference 8 5.53 3 Nurse experience with this patient 4 4.94 4 Student nurse assignment NR 4.88 5 Patient/nurse language match 9 4.65 6 Student s year of education NR 3.53 7 Years of nursing experience 14 3.47 8 Nurse health status (disabilities, etc.) NR 3.44 9 Location of patient on the unit 10 2.94 10 Nurse mental health status NR 2.91 11 Nurse experience/expertise with this type of patient 2 2.32 12 (7) Amount Spread of time patient walking is expected distance to be away evenly from unit among 15 nurses 1.47 13 Availability of nonnursing support staff NR 1.21 14 Nurse preference 5 1.12 15 Clinical judgment of patient nursing needs 3 1.09 16 Orientation needs of new nurses 6 1.06 17 Other duties of nurses (administrative, orientation) 11 0.71 18 Patient/nurse culture match NR 0.71 19 Nurse employment status (regular vs. per diem) NR 0.26 20 Nurse level (SNI, etc.) 13 0.26 21 Nurse licensure (R.N., L.V.N., etc.) 12 0.15 22 Physician preference for particular nurse-patient assignment NR 0.00

MODEL DEVELOPMENT PHASE I: DEVELOPMENT CDSS

OVERVIEW Phase I: Development CDSS Literature search Focus group sessions Consideration importance survey Model development Phase II: Evaluation CDSS Before-and-after measurements

OVERVIEW Phase I: Development CDSS Literature search Focus group sessions Consideration importance survey Model development Phase II: Evaluation CDSS Before-and-after measurements

BEFORE-AND-AFTER MEASUREMENTS PHASE II: EVALUATION CDSS Measurements during day shifts 6 measurements before and 6 after on each ward (NEU, NEC, SURG) Performance indicators Duration assignment process Charge nurse satisfaction Workload satisfaction survey

RESULTS DURATION PHASE II: EVALUATION CDSS Total mean duration reduced from 6 (SD 2.0) to 4 (SD 3.5) minutes.

RESULTS NURSES PERCEPTIONS PHASE II: EVALUATION CDSS Charge nurse satisfaction No changes Workload satisfaction survey (n = 138) Nurses experienced lower workload post intervention Satisfaction with group of patients decreased

CONCLUSIONS The developed CDSS can result in: Considerable time savings AMC: 22 wards, 3 shifts per day, average 2 minutes decrease for all nurses Improved quality and safety of patient care Increased job satisfaction and morale of nurses Current trend: creating larger nursing wards and merging nursing teams Potential of CDSS will grow over coming years

QUESTIONS? A.BRAAKSMA@UTWENTE.NL Symposium & PhD thesis defense Friday, 25 September 2015 University of Twente YOU ARE WELCOME!