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Rhonda Fleischman MSN, RN-BC, CNS, CCRN-CMC
Karen Marzlin DNP, RN, CCNS, CCRN-CMC, CHFN
Cynthia Webner DNP, RN, CCNS, CCRN-CMC, CHFN
Clinical Nurse Specialist Leadership in Redefining How We Assess
Competency in Nursing
A75M430 NTI 2014 Denver
1 2014
“Professional nursing practice can only advance as much as individual nurses are aware that a knowledge gap
exists in their practice, feel empowered to access further learning, and integrate evidence based competencies into
their professional practice to provide safe, effective, efficient, patient centered, equitable care.”
www.tigersummit.com 2 2014
2
• A new competency paradigm introduced in 2011.
• The new design has been enhanced each subsequent year (2012, 2013, and 2014).
• The effectiveness of the new paradigm was measured in 2011 by evaluating
the impact of the new program in the area of bedside cardiac monitoring. – Cardiac monitoring was selected because it is a key area for clinical competence in the
CCU.
– Objective data was used in the initial evaluation.
• Outcome assessment has been expanded to include quality and quantitative evaluation. Additional areas of practice have been added to the evaluation component.
• Project has been developed and implemented by 3 cardiac advanced practice nurses.
– One unit based CNS (role includes clinical practice and education)
– Two CNSs who provide clinical care with a cardiology practice (also serve as co-chairs of the Heart Center Staff Education Committee)
• Project has been done with support of the CCU Unit Director 3 2014
Why a paradigm shift in competency assessment?
4 2014
3
Historical Approach to Competency Assessment
• Skills checklist
– Task based assessment
– Does not account for science behind practice, OR
– Critical thinking or decision making
• Majority of literature on competency assessment in nursing focuses on pre-licensure nursing education and transition into entry level practice – Focus on didactic education
5 2014
Competency in Nursing: Lack of Clarity
• There is often an unclear definition of competency within the nursing profession.
– Primary reasons for lack of consensus regarding competency in nursing practice include the following:
• a) multifaceted nature of competency assessment,
• b) variations in specialty practice within the profession,
• c) the evolution of nursing practice from the novice to expert level.
6 2014
4
Continuing Education Alone Does Not Guarantee
Competency
• There is inconsistent evidence that continuing education alone results in a change in a nurse’s clinical performance and subsequent improvement in patient outcomes (IOM, 2003).
7 2014
COMPONENTS OF NEW COMPETENCY PARADIGM
8 2014
5
Competency Components: New Paradigm
• Multifaceted in order to reflect the actual transfer of knowledge into practice.
• Critical thinking as key aspect
– Purposeful
– Reflective
– Active
– Evidence based
– Spirit of inquiry
9 2014
Competency Components: New Paradigm
• KNOWLEDGE is foundation for critical thinking and clinical decision making
• Competency should integrate knowledge, skill, application of evidence in practice, and critical thinking.
• Theoretical Framework: – Benner’s Novice to Expert Theory – The Synergy Model
10 2014
6
Competency Components: New Paradigm
• Nurses must be engaged in the competency assessment process in order to assume accountability for their clinical practice.
• Increased nurse engagement results in increased nurse satisfaction and retention. – Improved retention of critical care nurses results in a
financial cost savings to the organization. – Actively engaged nurses contribute to improved patient
satisfaction and improved overall quality outcomes.
(Force, 2005, Armstrong & Laschinger, 2006)
11 2014
Support for New Components
• Current literature regarding competency assessment focuses on utilizing alternative methods to assess nursing competency including the following: – Evaluation of continuing education activities
– Real time clinical performance assessment
– Review of unit specific quality improvement data
– Peer review
– Self reflection of nursing practice
– Utilization of professional portfolios
(National Education Framework Cancer Nursing, 2008)
12 2014
7
13 2014
The Culture
• Magnet Hospital (2006)
-re-designated in 2010
• 10 year history of a Novice to Expert Staff Education Program for Heart Center – Clinicians as instructors
– 5 Level program
– 102 hours of annual education
– Emphasis on certification preparation
– Linking knowledge to practice expectations for each class within curriculum
14 2014
8
Cardiovascular
Patient
Critical
Thinking
Holistic Care
Evidence
Based Practice
Heart Center Core
Cardiovascular Curriculum
Program Model
Novice to
Expert
Synergy
Model
Goals:
Knowledge Acquisition
Practice Change
Certified Staff
Improved Outcomes
Physiological
Basis
of
Understanding
Certification
Readiness
Linking Knowledge
to Practice
Thread through all disciplines
and all settings in the
continuum of care.
Integration with
orientation, unit specific education,
skill development, and role advancement
Connection To:
Practice,
Research & Quality,
Patient Education,
Precepting Committees
15 2014
Distribution of Core Curriculum 23 Instructors
0 1 2 3 4
Hospital APN AdminCVC APNCVSI APNCCU Staff
CCU Assistant ManagerCCU CNS
CVSI StaffCVSI PCS
CVSI EducatorCV Surgery ClinicInvasive Lab Staff
Cardiology Service PCSCardiology Serv Staff
HF CoordinatorMI Coordinaor
ICU Educator2013 Instructor Turnover 2/24 = 8.3% 2013 New Instructors: 1
16 2014
9
2014 Class Schedule
Beginner Practitioner Classes Presented During Time Frame Dates / Times
Part 1 Cardiac Dynamics and Assessment
Heart Failure
Noninvasive Cardiac Testing
Thursday, March 13th
Thursday, October 30th
11:00am – 3:00pm
Part 2 Intro to 12 Lead ECG
ECG Injury and Ischemia
Axis/BBB
Wednesday, March 19th
Wednesday, November 5th
11:00am – 3:00pm
Part 3 Acute Coronary Syndrome
Interventional Cardiology
Open Heart Surgery
Diabetes Management
Thursday, April 10th
Thursday, November 13th
11:00am – 3:00pm
Part 4 CV Pharmacology
Introduction to Device Therapy
Introduction to Pacemaker Rhythm Interpretation and
TTVP Trouble Shooting
Wednesday, April 16th
Wednesday, November 19st
11:00am – 3:00pm
17 2014
2014 Class Schedule
Advanced Beginner Practitioner
Classes Presented During Time Frame Dates / Times
Part 1 Evidence Based Nursing Practice
Heart Sounds and Physical Assessment
The Continuum of Sepsis
Fluid/Electrolytes/Renal
Tuesday, April 1st
Wednesday, September 10th
11:00am – 3:00pm
Part 2 Arrhythmia Interpretation
ECG Fundamentals/Axis Degree
BBB and Hemiblocks
Ventricular Ectopy
Tuesday, April 15th
Tuesday, September 16th
11:00am – 3:00pm
Part 3 Hemodynamics in Altered Physiology
Inflammatory Disease
Valve Disease
Cardiomyopathy
Wednesday, April 23d
Wednesday, September
24th
11:00am – 3:00pm
Part 4 Pulmonary Physiology and Acid Base
Concepts of Ventilatory and Oxygenation Support
Cardiac Risk Factors
Cardiac Rehabilitation
Tuesday, April 29th
Tuesday, September 30th
11:00am – 3:00pm
18 2014
10
2014 Class Schedule Skilled Practitioner
Classes Presented During Time Frame Dates / Times
Part 1 Pulmonary Physiology and Oxygen Delivery
Pulmonary Pathophysiology
Neurovascular Disease (Ischemic Stroke)
Peripheral Arterial Disease
Tuesday, May 6th
Thursday, October 2nd
11:00am – 3:00pm
Part 2 Narrow Complex Tachycardias
Wide Complex Tachycardias
Injury and Ischemia
Myocardial Mimics and Normal Variants
Tuesday, May 13th
Tuesday, October 7th
11:00am – 3:00pm
Part 3 Pacemakers
ICDs and Cardiac Resynchronization Therapy
NonPharmacological Treatment for Arrhythmias
Antiarrhythmic Pharmacology
Tuesday, May 27th
Thursday, October 16th
11:00am – 3:00pm
Part 4 Advanced Hemodynamics and Assessment
Pharmacology and Hemodynamics
Hematology and Coagulation
Evidence Based Cardiac and Critical Care Practice
Wednesday, June 4th
Wednesday, October 22nd
11:00am – 3:00pm
19 2014
2014 Class Schedule Proficient Practitioner (Certification Preparation Course)
Classes Presented During Time Frame Dates / Times
Part 1 Issues in Oxygenation Pulmonary Physiology Oxygenation and Ventilatory Support Pulmonary Pathophysiology
Wednesday Feb 12th 8:00am-12:00 Noon Wednesday April 9th 8:00am-12:00 Noon
Part 2 Issues in Advanced Arrhythmias
Bradys and Blocks Atrial fibrillation and flutter Ectopy vs. Aberrancy Pharmacologic / Nonpharmacologic Treatment for Arrhythmias
Wednesday Feb 12th 1:00pm-5:00pm Wednesday April 2nd 1:00pm-5:00pm
Part 3 Patient Management Issues in the continuum of CAD
Advanced ECG: Injury and Ischemia Complications of Myocardial Infarction Evidence Based Guidelines for Patient Management Revascularization Secondary Prevention Strategies
Wednesday Feb 26th 8:00am-12:00 Noon Thursday April 24th 7:30am-11:30am
Part 4 Integrated Advanced Cardiovascular Pathophysiology
Valvular Heart Disease Cardiomyopathies Inflammatory CV Diseases Heart Failure
Wednesday Feb 26th 1:00pm-5:00pm Thursday April 24th 12:30pm-4:30pm
20 2014
11
2014 Class Schedule
Proficient Practitioner (Certification Preparation Course) Classes Presented During Time Frame Dates / Times
Part 5 Advanced Device Therapy
Renal
Endocrine
Tuesday Mar 4th 7:30am-11:30am
Wednesday May 7th
7:30am-11:30am
Part 6 GI/Liver/Pancreatitis
Hematology and Immunology
Multisystem (Sepsis/SIRS/MODS-Toxic Exposures)
Tuesday Mar 4th 12:30pm-4:30pm
Wednesday May 7th
12:30pm-4:30pm
Part 7 Pharmacology and Optimizing Myocardial Performance
Shock States
IABP
Tuesday Mar 18th
7:30am-11:30am
Wednesday May 14th
7:30am-11:30am
Part 8 Diseases of the Aorta
Trauma
Neurological Conditions
Tuesday Mar 18th 12:30pm-4:30pm
Wednesday May 14th
12:30pm-4:30pm 21 2014
2014 Beyond the Core Topics
Dates Focus Area Topic
Thursday, Feb 13, 2014
Thursday, July 10, 2014 Clinical Reasoning / Critical Thinking
Improving Your Accuracy and Comfort with ECG / Arrhythmia Interpretation
Monday, Feb 24, 2014
Monday, Aug 18, 2014 Clinical Reasoning / Critical Thinking
Cardiorenal Syndrome: Understanding How the Kidneys and Heart Interact
Monday, Mar 17, 2014
Wednesday, Sept 17,
2014
Clinical Reasoning / Critical Thinking
You DO Make a Difference in Patient Outcomes: Understanding Your Contribution to Outcomes
Tuesday, Apr 8, 2014
Wednesday, Oct 29,
2014
Clinical Reasoning / Critical Thinking
Nursing Implications for Anticoagulant and Antiplatelet Therapy
Thursday, May 15, 2014
Thursday, Nov 20, 2014 Clinical Reasoning / Critical Thinking
Hemodynamic Case Studies: Noninvasive and Invasive
Tuesday, Jun 3, 2014
Thursday, Dec 18, 2014 Clinical Reasoning / Critical Thinking
Critical Analysis and Reporting of Abnormal Assessment Findings 22 2014
12
2014 Level 5 Symposium Topics Focus Area Topic Content
Impacting Patient Outcomes DATE: TBA
Secondary Prevention in Cardiovascular Disease
1. Implementing New Guidelines for Cholesterol and Diet
2. Implementing New Guidelines for HTN 3. Implementing New Guideline Recommendations
for Obesity / Over Weight and Tobaccoism
Engagement Monday June 17, 2013
Professional Development: Step Forward
1. Charting Your Career Path: What are the Options? 2. Beyond BSN: The Consensus Model for APN
Practice 3. Communicating with Power
Impacting Patient Outcomes Thursday, Sept 18, 2014
Impacting Cardiac Failure
1. Essential Medical Management: Are we doing the right things?
2. Essential Nursing Practice: Making a Difference with Each Encounter
3. Essential Considerations: Circulatory Support Devices in the Treatment of Heart Failure
Engagement Monday, Dec 15, 2014
Clinical Leadership: Step Forward
1. Creating Safe Passages 2. Caring Practice 3. Competent Practice: What, Where and Why
23 2014
The Culture of CCU
• CCU organized under a product line Heart Center Model
• CCU provides care to cardiac medical ICU, progressive care and step down patients, and patients preparing for discharge.
• Defining characteristics: - Three-time Beacon Unit (hoping for #4 soon!) - Strong Unit Based Shared Governance - PULSE study - A rich unit based orientation structure and process (est. 2000)
24 2014
13
25 2014
26 2014
14
The Culture of CCU
• Orientation components: - Clinical Orientation Pathway for Step down and ICU levels of care
– Daily Score Card for core clinical skill development – Tools are based on the new RN graduate perspective but individualized for
nurses with experience – Established application process for preceptors with Committee Peer Review – Hospital Preceptor Workshop with required refresher every 2 years – Unit-Based Preceptor Quarterly Meetings consisting of current preceptee
orientation needs, clinical skill builder and role development focus
• Orientation outcomes: – > 90% one-year post orientation retention since 2008 – Preceptee satisfaction with orientation > 9.0 (1-10 scale) since 2011
27 2014
SPECIFICS OF THE NEW PARADIGM
28 2014
15
Competency Changes as Introduced to Staff
• Required organizational competency will continue.
• General nursing and critical care competencies as well as competencies related to advanced skills (i.e. IABP) will continue to be important.
• Unit specific competency is the area of paradigm shift. The goal is to take cardiac nursing practice to the next level by focusing each year on key areas of cardiac nursing practice.
29 2014
Competency Changes as Introduced to Staff
• Competency will be evaluated continuously throughout the year as opposed to at a single point in time during the year. – A variety of competency activities and assessment will be
completed throughout the year.
– The competency process will be more interactive. Each professional nurse will assume responsibility for the documentation of his or her competency in each clinical area.
– Competency assessment will be more closely linked with real time clinical practice.
• An annual competency meeting will occur as an opportunity to review documentation of ongoing competency via the professional portfolio and to set future clinical goals.
30 2014
16
Competency Changes as Introduced to Staff
• Each professional nurse will asked to begin a professional portfolio.
– The professional portfolio will be discussed during the annual competency meeting and during the annual evaluation.
– Required content of the professional portfolio include:
31 2014
Requirements for Professional Portfolio Content
• Required activities form from annual focus areas
– Exemplars – Journal article summaries
• Self Assessment of Adherence to Linking Knowledge to Practice Expectations
• Progress toward established clinical goals • Continuing education activities (required)
– Professional nursing practice – General clinical – Critical care – Cardiac specific (Core Curriculum and Beyond the Core)
32 2014
17
Self Assessment of Linking Knowledge to Practice Expectations
• In conjunction with your annual competency and your evaluation this year you are being asked to complete a self-assessment of the attached clinical expectations. The purpose of this exercise is to increase your awareness of the clinical expectations as well as to assess your current clinical practice. Please be as honest as you can. The goal of this exercise not punitive, but, to develop an understanding of current practice patterns in CCU. This will help us continue to develop future programs on the hopes of enhancing clinical practice and ultimately outcomes. This tool will become part of your professional portfolio and progress reviewed annually. Remember to look at the years of experience attached with each level to understand where your level of practice should be. Please evaluate your clinical practice for each item utilizing the following scale:
• 1 = Never performs in daily practice • 2 = Rarely performs in daily practice • 3 = Occasionally performs in daily practice • 4 = Often performs in daily practice • 5 = Consistently performs in daily practice
For each class in the novice to expert curriculum there are expected practice expectations. These are distinctly separate from objectives.
33 2014
Level 1: Beginning Practitioner (0-1 year of clinical experience) Level 1 is designed for new Heart Center employees. The Beginning Practitioner period lasts approximately one year as the Beginning Practitioner becomes acclimated to his or her environment, learns policies and procedures, and develops a baseline understanding of the cardiac patient.
Level 2: Advanced Beginner (1-2 years of clinical experience) The Advanced Beginner continues to develop more confidence in his or her clinical skills. The Advanced Beginner has coped with enough real situations to recognize the recurring components of the situation, but continues to require assistance from a mentor or more experienced nurse to guide actions. The Advanced Beginner level lasts for approximately 1to 2 years.
Level 3: Skilled Practitioner (2-3 years of clinical experience) The Skilled Practitioner in 2 or 3 years of practice has developed a comfort level with his or her routine bedside practice. The Skilled Practitioner expands his or her depth of knowledge and critical thinking skills. For the Skilled Practitioner, plans are established based on conscious, abstract, analytic contemplation of the problem. This deliberate planning helps achieve efficiency and organization. The Skilled Practitioner lacks the speed and flexibility of the proficient nurse but does have a feeling of mastery and the ability to cope with and manage the many contingencies of clinical nursing.
Level 4: Proficient Practitioner (3- 5 years of clinical experience or anyone with more years of experience but not certified) The Proficient Practitioner has mastered a high level of proficiency in the care of the cardiac patient demonstrating both efficiency and flexibility, while utilizing critical thinking skills to drive practice. Decision making becomes less labored due to understanding of the nuances of a situation. The proficient nurse can recognize when the expected normal picture does not materialize. The Proficient Practitioner provides guidance and direction for other staff.
Level 5: Expert Practitioner (Certified Staff) Once the Proficient Practitioner has achieved the goal of specialty certification he or she is considered an Expert Practitioner in the Heart Center. The expert nurse, has an intuitive grasp of each situation and zeroes in on the accurate region of the problem without wasteful consideration of a large range of unfruitful, alternative diagnoses and solutions. The expert operates from a deep understanding of the total situation. The Expert Practitioner’s performance becomes fluid, flexible and highly proficient. When faced with an unfamiliar situation the expert relies on analytical thinking to determine the appropriate clinical response.
34 2014
18
Pulmonary Self-Assessment of
Practice
Clinical Practice Expectation
Level 1 Level 2
Part 4 √ Performs basic blood gas interpretation (assessment for ventilation versus diffusion abnormality, acidosis or alkalosis as metabolic or respiratory origin, compensation). 4
√ Reviews respiratory therapy documentation at the beginning of each shift when caring for patient on ventilator to determine mode of ventilator, settings, and adjunctive therapy. 4
√ Requests family to bring in home CPAP or BiPAP therapy to continue treatment during hospitalization. When not possible ask case manager to obtain setting from patient’s home medical company.
4
√ Reports any tachypnea in a patient on mechanical ventilation. 5 √ Assures 100% compliance with oral care. 5 √ Assures adequate sedation and pain control in all patients who are intubated. 4 √ Performs daily awakening trial. 3 √ Identifies a patient who meets weaning criteria. 5 **
Level 3 Part 1 √ Assesses and documents PaO2 / FIO2 ratios on all patients with ABGs/ ventilator therapy. 5
√ Differentiates respiratory failure as either ventilatory or oxygenation failure. 4
Level 4 Part 1 √ Assesses (from respiratory documentation) peak inspiratory and plateau pressures at the
beginning of each shift for mechanically intubated patients.. 3
√ Trend PaO2/FIO2 ratio on all patients on mechanical ventilation. 5 √ Verify prolonged expiratory time on mechanically ventilated patients with COPD. 3 √ Rule out tension pneumothorax on any mechanically intubuted patient who develops
hypotension. 3*
√ Assure adequate volume status prior to adding positive pressure ventilation and / or increasing PEEP
3*
* Items I plan to focus on this next year (2013) ** Items for which I have documentation of linking knowledge to practice (2012)
35 2014
Suggestions for Professional Portfolio Content
• Certifications
– CCRN – CMC – CHFN
• Community involvement / Volunteer activities • Formal academic coursework / degree earned
– BSN – MSN
• Awards / Achievements (Personal and Professional)
• Practice narratives / peer review statements / specific examples of clinical contributions
• Positive feedback from patient satisfaction surveys / call backs
36 2014
19
Suggestions for Professional Portfolio Content
• Attendance and involvement in:
– Unit based shared decision making
– Heart Center committees
– Organizational shared decision making
– Professional organizations
• Certificates
– ACLS
– Fundamentals of Critical Care Support
Sample portfolios are here for your review.
37 2014
Using the Portfolio to Move from “Annual” Assessment to Continuous Assessment
Competency in nursing practice is performed 24/7 on a continuous and real time basis.
Competency assessment is moving to a real time evaluation of daily clinical practice to assure the highest level of excellence in nursing practice.
Encouraged to capture evidence of competency on a concurrent basis and include in portfolio.
38 2014
20
Competency Focus Areas To Date
2011 Cardiac Monitoring
Cardiac Rehabilitation
Patient Education for Acute Coronary Syndrome
and Heart Failure
2012 Cardiac Monitoring
Heart Failure
Assessment
2013 Core Clinical Business:
Cardiac Monitoring
Building on Patient Education: Teach Back
New Focus Areas Based on Identified Gaps :
Pulmonary
Hemodynamics
Antiarrhythmic Pharmacology
39 2014
For each focus area: Nurses are required to bring evidence of
competency in their portfolio. There are some required activities and there are some activities where nurses are
given a choice.
40 2014
21
Your Choice Activity: Choose One of the Activities below to fulfill cardiac monitoring competency.
Obtain or maintain certification as a CCRN and / or CMC, or CHFN
Submit a peer review written statement for your portfolio demonstrating how you have shown clinical leadership in the area of cardiac monitoring
Submit a self written reflective practice statement for your portfolio on how you have positively impacted clinical practice in the area of cardiac monitoring
Read an evidence based cardiac monitoring journal article and bring to your individual competency meeting.
Attend a Heart Center Clinical Practice Committee Meeting.
41 2014
Pilot Results
Cardiac Monitoring
42 2014
22
43
Pre
Intervention
Data
Post
Intervention
Data
Percent
Improvement
p-Value
Number of Alarm Banks
Reviewed
93 125
# / % patients with Clinically
Significant Arrhythmias
14/93 = 15.05% 26 / 125 = 20.8% N/A 0.28
#/% of Clinically Significant
Arrhythmias Posted to Chart
9/23 = 39.13% 21/27 = 77.78% 38.5% *0.005
#/% Clinically Significant
Arrhythmias Documented in ICU
Flow
8/23 = 34.78% 15/27 = 55.6% 20.82% 0.14
# /% of Clinically Significant
Arrhythmias With Provider
Notification
5/16 = 31.25%
9/22 = 40.9%
9.65% 0.54
2014
Number of Nurses Assessed 27 31
Number of Charts Reviewed 91 106 N/A
Accuracy of V Lead Placement 44/84 = 52.38% 81/102 = 79.4% 27.1%
(p=.08)
Accuracy of Limb Lead
Placement
43/84 = 51.19% 73/102 = 71.6% 20.41%
Appropriate Documentation
of QRS Width
74/86 = 86.05% 96/103 = 93.2% 7.15%
Appropriate Documentation
of BBB
2/13 = 15.38% 19/28 = 67.9% 52.5%
(p=.07)
Accuracy of QTc
Documentation
57/80 = 71.25% 74/79 = 93.7% 22.45%
V lead ST Segment Alarms at
1 mm above and 1 mm below
baseline
33/68 = 48.53% 47/67 = 70.1% 21.57%
44 2014
23
1. The new competency assessment program recognizes my knowledge and skill related to cardiac monitoring. 4.5
2. The new competency assessment program identifies opportunities for improvement of my practice related to cardiac monitoring.
5.0
3. The new competency assessment program reflects important issues in clinical practice. 4.5
4. I am more likely to engage in ongoing learning activities related to cardiac monitoring as a result of the new competency assessment program.
4.0
5. I am more likely to change my clinical practice as a result of the new competency assessment program. 4.0
6. The new competency assessment program will increase my confidence in my rhythm interpretation skills. 4.0
7. The new competency assessment program will provide me autonomy in evaluating my competency. 4.5 45 2014
46 2014
24
2013 Competency Outcome Assessment
• Accuracy of electrode placement for cardiac monitoring (follow up to initial evaluation) – Assessment of sustainable change
• Synergy Model Competencies and Outcomes Assessment for two key areas: – Cardiac Monitoring (Core Business)
– Teach Back (Unit Based Quality Initiative to Expand on 2011 Patient Education and 2012 HF Focus)
47 2014
• Resiliency
• Vulnerability
• Stability
• Complexity
• Predictability
• Resource availability
• Participation in care
• Participation in decision making
• Clinical Judgment
• Advocacy / Moral Agency
• Caring Practices
• Collaboration
• Systems Thinking
• Response to Diversity
• Facilitator of Learning
• Clinical Inquiry (Innovator / Evaluator) 48 2014
25
Our Methodology
• AACN Synergy definitions were used as the framework.
• Three reviewers with two reviewers who were blinded to the nurse identification and characteristics.
• Exemplars were read and evaluated for demonstrated Synergy competencies.
• Synergy competencies were evaluated for novice to expert level (level 1, 3 or 5) per AACN Synergy criteria.
• All three reviewers needed to be in agreement for final assigned competency category.
49 2014
50
CLINICAL JUDGMENT Level 1 Competent
Level 3
Level 5 Expert
Clinical reasoning, which includes clinical decision-making, critical thinking, and a global grasp of the situation, coupled with nursing skills acquired through a process of integrating formal and experiential knowledge
ADVOCACY/MORAL AGENCY Level 1 Competent
Level 3
Level 5 Expert
Working on another's behalf and representing the concerns of the patient, family and community; serving as a moral agent in identifying and helping to resolve ethical and clinical concerns within the clinical setting
CARING PRACTICES Level 1 Competent
Level 3
Level 5 Expert
The constellation of nursing activities that are responsive to the uniqueness of the patient and family and that create a compassionate and therapeutic environment, with the aim of promoting comfort and preventing suffering. These caring behaviors include, but are not limited to, vigilance, engagement, and responsiveness
COLLABORATION Level 1 Competent
Level 3
Level 5 Expert
Working with others, (eg, patients, families and healthcare providers) in a way that promotes and encourages each person's contributions toward achieving optimal and realistic patient goals. Collaboration involves intra-and inter-disciplinary work with all colleagues
SYSTEMS THINKING Level 1 Competent
Level 3
Level 5 Expert
The body of knowledge and tools that allows the nurse to appreciate the care environment from a perspective that recognizes the holistic interrelationship that exists within and across healthcare systems
RESPONSE TO DIVERSITY Level 1 Competent
Level 3
Level 5 Expert
The sensitivity to recognize, appreciate, and incorporate differences into the provision of care. Differences may include, but are not limited to, individuality, cultural differences, spiritual beliefs, gender, race, ethnicity, disability, family configuration, lifestyle, socioeconomic status, age values, ad beliefs surrounding alternative/ complimentary medicine involving patients, families, and members of the healthcare team
CLINICAL INQUIRY Level 1 Competent
Level 3
Level 5 Expert
The ongoing process of questioning and evaluating practice, providing informed practice and innovating through research and experiential learning. The nurse engages in clinical knowledge development to promote the best patient outcomes
FACILITATOR OF LEARNING Level 1 Competent
Level 3
Level 5 Expert
The ability to facilitate patient and family learning
2014
26
Clinical Judgment
• Level 1: Collects basic-level data; follows
algorithms, decision trees and protocols with all populations and is uncomfortable deviating from them; matches formal knowledge with clinical events to make decisions; questions the limits of one's ability to make clinical decisions and delegates the decision-making to other clinicians; includes extraneous detail
51 2014
Clinical Judgment
• Level 3: Collects and interprets complex patient data; makes clinical judgments based on an immediate grasp of the whole picture for common or routine patient populations; recognizes patterns and trends that may predict the direction of illness; recognizes limits and seeks appropriate help; focuses on key elements of case, while sorting out extraneous details
52 2014
27
Clinical Judgment
• Level 5: Synthesizes and interprets multiple, sometimes conflicting, sources of data; makes judgment based on an immediate grasp of the whole picture, unless working with new patient populations; uses past experiences to anticipate problems; helps patient and family see the "big picture"; recognizes the limits of clinical judgment and seeks multidisciplinary collaboration and consultation with comfort; recognizes and responds to the dynamic situation
53 2014
2013: Distribution of Your Choice Activities
Competency Area: Antiarrhythmic Medications
Activity Option CE Offering Journal Article Review
LexiComp Drug Review
Certification Status
Percent Distribution 1.9% 43.5% 38.0% 16.7%
Competency Area: Hemodynamics
Activity Option CE Offering
Journal Article Review
Square Wave Test
Clinical Practice Committee
Certification Status
Percent Distribution 12.6% 67.0% 1.9% 1.0% 17.5%
Competency Area: Pulmonary
Activity Option CE Offering
Journal Article Review
Exemplar Certification Status
Percent Distribution 7.0% 61.0% 14.0% 18.0%
54 2014
28
Accuracy of Lead Placement 2010 – 2013
• 2013 Sustained Practice Sample Size: 493 • Hardwire: 35
• Telemetry: 458
Electrode Percent Correct Placement: Pre Competency Implementation
Percent Correct Placement: Post Competency Implementation 2011
Percent Correct Placement: Sustained Results 2013
Left arm 51% (Limb leads combined) 72% (Limb leads combined) 84%
Right arm 51% (Limb leads combined) 72% (Limb leads combined) 86%
Left leg 51% (Limb leads combined) 72% (Limb leads combined) 86%
V1 52% (V leads combined) 79% (V leads combined) 86%
V3 52% (V leads combined) 79% (V leads combined) 78%
55 2014
2013 Exemplar Reviews
Curriculum Level Number of
Registered Nurses Percent Distribution
1 (Beginning Practitioner)
16 16.3%
2 (Advanced Beginner) 7 7.1%
3 (Skilled Practitioner) 19 19.4%
4 - Beyond the Core (Proficient Practitioner)
38 38.8%
Certified Staff (Expert Practitioner)
18 18.4%
56 2014
29
Teach Back Exemplars: Level 1
(Beginning Practitioner)
Competency Number Level Percent
Facilitator of Learning 28 1 67.8%
3 28.6%
5 3.6%
Response to Diversity 5 1 100%
3 -
5 -
Systems Thinking 1 1 100%
3 -
5 -
Caring Practice 1 1 100%
3 -
5 -
Clinical Judgment 1 1 100%
3 -
5 -
•16 participants
• 32 Exemplars
• Exemplars with no teach back addressed: 4 (12.5%)
• Outcomes: 31
Outcomes
Patient learning
27
Family Learning
4
57 2014
Teach Back Exemplars: Level 2
(Advanced Beginner) Competency Number Level Percent
Facilitator of Learning 14 1 57.1%
3 42.9%
5 -
Response to Diversity 9 1 44.4%
3 55.6%
5 -
• 7 Participants
• 14 Exemplars
• Outcomes: 18
Outcomes
Patient learning
14
Family Learning
4
58 2014
30
Teach Back Exemplars: Level 3
Skilled Practitioner
Competency Number Level Percent
Facilitator of Learning 36 1 44.4%
3 55.6%
5 -
Response to Diversity 15 1 66.7%
3 33.3%
5 -
Systems Thinking 3 1 33.3%
3 66.7%
5 -
Collaboration 2 1 100%
3 -
5 -
Advocacy 1 1 100%
3 -
5 -
• 19 Participants
• 38 Exemplars
• Exemplars with no teach back addressed: 2 (5.3%)
• Outcomes: 42
Outcomes
Patient learning
35
Family Learning
6
Family comfort / satisfaction
1
59 2014
Teach Back Exemplars: Level 4 – Beyond the Core
Proficient Practitioner
Competency Number Level Percent
Facilitator of Learning 66 1 62.1%
3 31.8%
5 6.1%
Response to Diversity 22 1 54.5%
3 27.3%
5 18.2%
Systems Thinking 8 1 37.5%
3 37.5%
5 25%
Caring Practice 2 1 50%
3 -
5 50%
Collaboration 1 1 -
3 100%
5 -
Advocacy 1 1 -
3 100%
5 -
• 38 Participants • 77 Exemplars • 8 Exemplar efforts not satisfactory •No teach back addressed: 4 (5.2%) • Outcomes: 78
Outcomes
Patient learning
62
Family Learning
13
Family comfort / satisfaction
3
Note: One example of uncaring practice. 60 2014
31
Teach Back Exemplars: Certified Staff (Expert)
Competency Number Level Percent
Facilitator of Learning 33 1 66.7%
3 21.2%
5 12.1%
Response to Diversity 14 1 71.4%
3 21.4%
5 7.1%
Systems Thinking 4 1 50%
3 50%
5 -
Caring Practice 3 1 33.3%
3 66.7%
5 -
Advocacy 3 1 100%
3 -
5 -
• 18 Participants
• 36 Exemplars
• Exemplars with no teach back addressed: 3 (8.3%)
• Outcomes: 38
Outcomes
Patient learning
31
Family Learning
5
Family comfort / satisfaction
2
61 2014
Cardiac Monitoring Exemplars:
Level 1 (Beginning Practitioner)
Competency Number Level Percent
Clinical Judgment 30 1 76%
3 24%
5 -
Advocacy 5 1 100%
3 -
5 -
Collaboration 5 1 100%
3 -
5 -
Clinical Inquiry 1 1 50%
3 50%
5 -
• 16 participants
• 32 Exemplars
• Exemplars with Outcomes = 68.8%
Outcomes
Change in Immediate Treatment
19 = 59.4%
Change in Overall Plan of Care
4 = 12.5%
* N for outcomes = number of exemplars. Some exemplars may be > 1 outcome. 62 2014
32
Competency Number Level Percent
Clinical Judgment 9 1 66.7%
2 33.3%
3 -
Advocacy 5 1 80%
2 20%
3 -
Collaboration 5 1 100%
2 -
3 -
Caring Practice 2 1 -
2 100%
3 -
Systems Thinking 1 1 -
2 100%
3 -
• 7 participants • 14 Exemplars • 2 Exemplars unsatisfactory • Exemplars with Outcomes
= 35.7%
Outcomes
Change in Immediate Treatment
4 = 28.6%
Change in Overall Plan of Care
1 = 7.1%
* N for outcomes = number of exemplar. Some exemplars may be > 1 outcome. 63
Cardiac Monitoring Exemplars:
Level 2 (Advanced Beginner)
2014
Competency Number Level Percent
Clinical Judgment 34 1 47.1%
3 52.9%
5 -
Advocacy 6 1 50%
3 50%
5 -
Collaboration 6 1 66.7%
3 -
5 33.3%
Clinical Inquiry 6 1 50%
3 50%
5 -
• 19 participants
• 39 Exemplars
• 2 Exemplars unsatisfactory
• Exemplars with Outcomes = 64.1%
Outcomes
Change in Immediate Treatment
23 = 59.0%
Change in Overall Plan of Care
4 = 10.3%
* N for outcomes = number of exemplars Some exemplars may be > 1 outcome. 64
Cardiac Monitoring Exemplars:
Level 3 (Skilled Practitioner)
2014
33
Competency Number Level Percent
Clinical Judgment 70 1 61.4%
3 34.3%
5 4.3%
Advocacy 18 1 55.6%
3 27.8%
5 16.7%
Collaboration 19 1 15.8%
3 47.4%
5 36.8%
Caring Practice 2 1 -
3 50%
5 50%
Clinical Inquiry 13 1 53.8%
3 30.8%
5 15.4%
Systems Thinking 1 1 100%
3 -
5 -
Facilitator of Learning 1 1 100%
3 -
5 -
• 38 participants
• 76 Exemplars
• 3 Exemplars unsatisfactory
• Exemplars with Outcomes = 75%
Outcomes
Change in Immediate Treatment
50 = 65.7%
Change in Overall Plan of Care
13 = 17.1%
* N for outcomes = number of exemplar. Some exemplars may be > 1 outcome.
65
Cardiac Monitoring Exemplars:
Level 4 (Proficient Practitioner)
2014
Competency Number Level Percent
Clinical Judgment 37 1 43.2%
3 45.9%
5 10.8%
Advocacy 12 1 50%
3 33.3%
5 16.7%
Collaboration 12 1 25%
3 25%
5 50%
Caring Practice 2 1 50%
3 -
5 50%
Clinical Inquiry 7 1 14.3%
3 57.1%
5 28.6%
• 18 participants
• 39 Exemplars
• Exemplars with Outcomes = 69.2%
Outcomes
Change in Immediate Treatment
19 = 48.7%
Change in Overall Plan of Care
8 = 20.5%
Increased staff knowledge
1 = 2.6%
* N for outcomes = number of exemplar. Some exemplars may be > 1 outcome.
66
Cardiac Monitoring Exemplars:
Level 5 (Expert Practitioner)
2014
34
67 2014
Outcome Definitions
Immediate Treatment
• Medication and/or dose changes
• Electrolyte replacement (labwork)
• Consults
• Central line placement
Change of Overall Plan of Care
• Cancellation of tests/procedures
• Change in code status
• Cancellation of discharge
• Emergent procedures (heart cath/PCI/OHS)
• Change in level of care
68 2014
35
Cardiac Monitoring Exemplars with Outcomes
0.00%
10.00%
20.00%
30.00%
40.00%
50.00%
60.00%
70.00%
80.00%
Level 1 Level 2 Level 3 Level 4Beyond
Core
Certified
% Outcomes
# Exemplars: 32
# Exemplars: 14
# Exemplars: 39
# Exemplars: 76 # Exemplars:
39
69 2014
Exemplars with Change in Immediate Treatment
0.00%
10.00%
20.00%
30.00%
40.00%
50.00%
60.00%
70.00%
Level 1 Level 2 Level 3 Level 4Beyond
Core
Certified
% Change Immediate Treatment
% Change ImmediateTreatment
70 2014
36
Exemplars with Change in Overall Plan of Care
0.00%
5.00%
10.00%
15.00%
20.00%
25.00%
Level 1 Level 2 Level 3 Level 4Beyond
Core
Certified
% Change in Overall Plan of Care
% Change in Overall Planof Care
71 2014
72 2014
37
Expert in Clinical Judgment
0.00%
5.00%
10.00%
15.00%
Level 1 Level 2Level 3
Level 4Beyond
Core
Certified
% Expert
73 2014
Expert in Advocacy
0.00%
5.00%
10.00%
15.00%
20.00%
Level 1 Level 2Level 3
Level 4Beyond
Core
Certified
% Expert
74 2014
38
Expert in Collaboration
0.00%
10.00%
20.00%
30.00%
40.00%
50.00%
Level 1 Level 2Level 3
Level 4Beyond
Core
Certified
% Expert
75 2014
Expert in Clinical Inquiry
0.00%
10.00%
20.00%
30.00%
Level 1 Level 2Level 3
Level 4Beyond
Core
Certified
% Expert
76 2014
39
Expert in Caring Practice
0.00%
10.00%
20.00%
30.00%
40.00%
50.00%
Level 1 Level 2Level 3
Level 4Beyond
Core
Certified
% Expert
77 2014
Cardiac Monitoring Exemplar
• Beyond the Core Level Nurse
• Competencies (Level 5)
-Clinical Judgment
-Advocacy
-Collaboration
-Clinical Inquiry
78 2014
40
Cardiac Monitoring Exemplar
• Beginning Practitioner (Level 1)
• Competencies (Level 3)
-Clinical Judgment
-Clinical Inquiry
79 2014
Teach-Back Exemplar
• Beyond the Core Level Nurse
• Competencies
– Facilitator of learning (level 5)
– Caring practice (level 5)
– Diversity (level 5)
– Advocacy (level 3)
• This next exemplar made us smile!
80 2014
41
Conclusion
81 2014
Initials Insights • A more holistic perspective • Shift in accountability to the individual
registered nurse • Brings to light the scope of knowledge and skill
required for competence at the point of care • Direct observation of specific individual
practice is necessary to identify gaps that may not be identified by more global quality indicators (NDNQI, Core Measures, etc).
• Majority of nurses are willing to embrace structures and processes that raise the bar for clinical practice standards
82 2014
42
2013 Unexpected Discoveries
• Physician resistance to nurse expertise
• Many nurses are novice in writing about competency, not comfortable with self reflection
• Gap in knowledge and skill regarding tobacco cessation counseling
• Honesty regarding self assessment of linking knowledge to practice expectations
83 2014
2013 Insights
• Capturing clinical judgment at the point of care provides recognition for the complexity of clinical decision making.
• Bringing to light previously nonncaptured associations and non measured outcomes – Self reflection statements and clinical examples within
the portfolios capture application of knowledge at the point of care that would otherwise not be acknowledged.
• Telling the story of nursing practice
84 2014
43
2013 Insights
• A nurse may be at a different level of development for different competencies
• Years of experience alone does not equate to expert level of practice
• Portfolio was objective validation of subjective pre-assessment
• After 3 years of mentoring and coaching – ready to step up the level of expectation for satisfactory competency
• Competency assessment is basis for clinical goal development and for inclusion in evaluation process for clinical performance
85 2014
Future Goals
• Clarity regarding level of quality for portfolio components and progress toward goals.
• Balance between evaluator and coach/mentor.
• Move forward with less “content” and more focus on evidence of excellence in practice.
• Balance between recognizing certification and continuing to develop certified nurses.
• Opportunity to recognize specific nursing strengths for future growth and development.
• Correlate competency assessment with advancement in skill training and other opportunities.
86 2014
44
Concluding Thought
This recognition results in either deep professional satisfaction from knowing the full extent that one’s work is worthwhile, or it provides the catalyst for future growth and development.
87 2014
88
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2014