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Ruth Tappen, EdD, RN, FAAN Eminent Scholar and Professor Christine E. Lynn College of Nursing Florida Atlantic University ADVANCE CARE PLANNING Part I: The Institutional Perspective The development and evaluation of the INTERACT II quality improvement program and Curriculum are supported by grants from the Retirement Research Foundation and the Commonwealth Fund INTERACT II Curriculum Session 7

Ruth Tappen, EdD, RN, FAAN Eminent Scholar and Professor Christine E. Lynn College of Nursing Florida Atlantic University ADVANCE CARE PLANNING Part I:

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Page 1: Ruth Tappen, EdD, RN, FAAN Eminent Scholar and Professor Christine E. Lynn College of Nursing Florida Atlantic University ADVANCE CARE PLANNING Part I:

Ruth Tappen, EdD, RN, FAANEminent Scholar and Professor

Christine E. Lynn College of NursingFlorida Atlantic University

ADVANCE CARE PLANNINGPart I: The Institutional Perspective

The development and evaluation of the INTERACT II quality improvement program and Curriculum are supported by grants from the Retirement Research Foundation and the Commonwealth Fund

INTERACT II Curriculum Session 7

Page 2: Ruth Tappen, EdD, RN, FAAN Eminent Scholar and Professor Christine E. Lynn College of Nursing Florida Atlantic University ADVANCE CARE PLANNING Part I:

If you are participating in a teleconference proceed to the next slide for instructions

If you are reviewing this session as a self-learning activity: Proceed to slide # 4 Click the speaker at the bottom of each

slide to listen to the audio If you do not have audio, click on “View” on the

toolbar, and select “Normal” to view the text below each slide – if necessary select “Zoom” to make all of the slide and text visible.

INTERACT II Curriculum Session 7

Page 3: Ruth Tappen, EdD, RN, FAAN Eminent Scholar and Professor Christine E. Lynn College of Nursing Florida Atlantic University ADVANCE CARE PLANNING Part I:

Teleconference Instructions

If the leader is not on the call when you call in, please wait

INTERACT II Curriculum Session 7

Call in Number 1-888-808-6959Conference Code 3588988 #To un-mute your line to ask questions:

Press # 6

After asking your question (s) re-mute your line:

Press * 6

Page 4: Ruth Tappen, EdD, RN, FAAN Eminent Scholar and Professor Christine E. Lynn College of Nursing Florida Atlantic University ADVANCE CARE PLANNING Part I:

Welcome and Introductions

This session is designed for the interdisciplinary team, including the:

• Project champion and co-champion• DON, key RNs, and LPNs• Medical director, primary care physicians, and

NPs/PAs• Social workers• Administrators

ADVANCE CARE PLANNINGPart I: The Institutional Perspective

Page 5: Ruth Tappen, EdD, RN, FAAN Eminent Scholar and Professor Christine E. Lynn College of Nursing Florida Atlantic University ADVANCE CARE PLANNING Part I:

Ruth Tappen, EdD, RN, FAAN is an Eminent Scholar and Professor at the Christine E. Lynn College of Nursing Florida Atlantic University

[email protected]

ADVANCE CARE PLANNINGPart I: The Institutional Perspective

Page 6: Ruth Tappen, EdD, RN, FAAN Eminent Scholar and Professor Christine E. Lynn College of Nursing Florida Atlantic University ADVANCE CARE PLANNING Part I:

The INTERACT Interdisciplinary Team

Laurie Herndon, GNP Mass Senior Care FoundationGerri Lamb, PhD, RN, FAAN Arizona State UniversityRuth Tappen, EdD, RN, FAAN Florida Atlantic UniversitySanya Diaz, MD Florida Atlantic UniversityJohn Schnelle, PhD Vanderbilt UniversitySandra Simmons, PhD Vanderbilt UniversityAnnie Rahman, MSW Miami UniversityJo Taylor, RN, MPH The Carolinas Center for Medical ExcellenceAlice Bonner, PhD, GNP Center for Medicare and Medicaid Services

In collaboration with participating nursing homes

ADVANCE CARE PLANNINGPart I: The Institutional Perspective

Page 7: Ruth Tappen, EdD, RN, FAAN Eminent Scholar and Professor Christine E. Lynn College of Nursing Florida Atlantic University ADVANCE CARE PLANNING Part I:

Definition and goals of Advance Care Planning (ACP) and advance directives

Role of ACP in the INTERACT II program Process of obtaining advance directives – when and who Improving and documenting the use of ACP in your facility Resources on ACP

What This Session Will Cover

ADVANCE CARE PLANNINGPart I: The Institutional Perspective

Page 8: Ruth Tappen, EdD, RN, FAAN Eminent Scholar and Professor Christine E. Lynn College of Nursing Florida Atlantic University ADVANCE CARE PLANNING Part I:

ADVANCE CARE PLANNINGPart I: The Institutional Perspective

Advance Care Planning (ACP)

What is it?

ACP is a process of communicating with residents and others who may be making health care decisions for them

The focus is on preferences for treatment in the event of changes in condition, and in particular at the end of life

Discussions should include explanation of options, benefits, and risks

Document these discussions and their results

Page 9: Ruth Tappen, EdD, RN, FAAN Eminent Scholar and Professor Christine E. Lynn College of Nursing Florida Atlantic University ADVANCE CARE PLANNING Part I:

ADVANCE CARE PLANNINGPart I: The Institutional Perspective

Advance Care Planning (ACP)

What are the Goals?

To honor resident preferences for care To document preferences clearly and

communicate them so they can be honored at the appropriate times in the facility as well as after discharge

Page 10: Ruth Tappen, EdD, RN, FAAN Eminent Scholar and Professor Christine E. Lynn College of Nursing Florida Atlantic University ADVANCE CARE PLANNING Part I:

Advance directive is a general term that refers to legal documents expressing a person’s preferences for care

The two most common advance directives are: Living will - documents the type and amount of

aggressive care the individual desires if terminally ill Durable power of attorney for health care -

allows people to identify others who can make future health care decisions in the event they cannot make their own

ADVANCE CARE PLANNINGPart I: The Institutional Perspective

Advance Directives

Page 11: Ruth Tappen, EdD, RN, FAAN Eminent Scholar and Professor Christine E. Lynn College of Nursing Florida Atlantic University ADVANCE CARE PLANNING Part I:

Specific orders should be written that can help make sure residents’ wishes documented in advance directives are followed, for example: Do Not Resuscitate (“DNR”) No Tube Feeding Do Not Hospitalize (“DNH”) unless necessary for

comfort

ADVANCE CARE PLANNINGPart I: The Institutional Perspective

Implementing Advance Directives

Page 12: Ruth Tappen, EdD, RN, FAAN Eminent Scholar and Professor Christine E. Lynn College of Nursing Florida Atlantic University ADVANCE CARE PLANNING Part I:

Physician (or Medical) Orders for Life-Sustaining Treatment (“POLST” or “MOLST”)

Section A: Resuscitation or DNR Section B: General level of medical intervention Section C: Antibiotic treatment Section D: Artificial nutrition or hydration Section E: Summary information

ADVANCE CARE PLANNINGPart I: The Institutional Perspective

Categories of Orders on the Form

Page 13: Ruth Tappen, EdD, RN, FAAN Eminent Scholar and Professor Christine E. Lynn College of Nursing Florida Atlantic University ADVANCE CARE PLANNING Part I:

ADVANCE CARE PLANNINGPart I: The Institutional Perspective

There is now a national effort to implement POLST/MOLST

http://www.ohsu.edu/polst/

Page 14: Ruth Tappen, EdD, RN, FAAN Eminent Scholar and Professor Christine E. Lynn College of Nursing Florida Atlantic University ADVANCE CARE PLANNING Part I:

Each state regulates the use of advance directives differently

ADVANCE CARE PLANNINGPart I: The Institutional Perspective

Advance Directives

National Use of POLST

Page 15: Ruth Tappen, EdD, RN, FAAN Eminent Scholar and Professor Christine E. Lynn College of Nursing Florida Atlantic University ADVANCE CARE PLANNING Part I:

ADVANCE CARE PLANNINGPart I: The Institutional Perspective

Advance Care Planning

When?

Many conditions in nursing home residents follow a chronic progressive course

ACP should begin early but discussions should be ongoing because decisions often change over time

Onset

Acute worsening/partial recoveries/gradual decline

Death

Typical Course of Chronic Progressive Illnesses

Page 16: Ruth Tappen, EdD, RN, FAAN Eminent Scholar and Professor Christine E. Lynn College of Nursing Florida Atlantic University ADVANCE CARE PLANNING Part I:

ADVANCE CARE PLANNINGPart I: The Institutional Perspective

Advance Care Planning (ACP)

What is the Role of ACP in the INTERACT Program?

Residents nearing the end-of-life are often transferred to the hospital

Many of these transfers result in increased discomfort, distress and complications

Comfort and/or palliative care can often be provided within the nursing home

Page 17: Ruth Tappen, EdD, RN, FAAN Eminent Scholar and Professor Christine E. Lynn College of Nursing Florida Atlantic University ADVANCE CARE PLANNING Part I:

Hospitalized for the 4th time in 2 months for aspiration pneumonia related to end-stage Alzheimer’s disease

No advance directive was in the record Previous admissions included a week in the

ICU on a respirator and placement of a PEG tube

Transferred to hospice on the day of his 4th hospital admission

Sam - a 101 year old long-stay resident

ADVANCE CARE PLANNINGPart I: The Institutional Perspective

Advance Care Planning (ACP)

Could some of these hospitalizations, intensive care, and PEG tube been avoided by better ACP?

Page 18: Ruth Tappen, EdD, RN, FAAN Eminent Scholar and Professor Christine E. Lynn College of Nursing Florida Atlantic University ADVANCE CARE PLANNING Part I:

ADVANCE CARE PLANNINGPart I: The Institutional Perspective

Advance Care Planning

When?

ACP should occur at some time shortly after admission

Decisions should be reviewed periodically and when an acute change in condition occurs

ADVANCED CARE PLANNING TOOLS

Page 19: Ruth Tappen, EdD, RN, FAAN Eminent Scholar and Professor Christine E. Lynn College of Nursing Florida Atlantic University ADVANCE CARE PLANNING Part I:

ADVANCE CARE PLANNINGPart I: The Institutional Perspective

Advance Care Planning

Who?

Physicians: responsible for discussing risks and benefits of various treatments and writing orders consistent with resident preferences

The interdisciplinary team:Good decisions that honor resident

preferences must be made with a health care team the resident and their decision makers trust

Page 20: Ruth Tappen, EdD, RN, FAAN Eminent Scholar and Professor Christine E. Lynn College of Nursing Florida Atlantic University ADVANCE CARE PLANNING Part I:

ADVANCE CARE PLANNINGPart I: The Institutional Perspective

Please wait while the video is showing

Page 21: Ruth Tappen, EdD, RN, FAAN Eminent Scholar and Professor Christine E. Lynn College of Nursing Florida Atlantic University ADVANCE CARE PLANNING Part I:

ADVANCE CARE PLANNINGPart I: The Institutional Perspective

Advance Care Planning

How?

The next INTERACT II Curriculum session will discuss the use of INTERACT II ACP tools and other resources

Page 22: Ruth Tappen, EdD, RN, FAAN Eminent Scholar and Professor Christine E. Lynn College of Nursing Florida Atlantic University ADVANCE CARE PLANNING Part I:

Goal 6 - Advance Care Planning: Following admission and prior to completing or updating the plan of care, all NH residents will have the opportunity to discuss their goals for care including their preferences for advance care planning with an appropriate member of the healthcare team. Those preferences should be recorded in their medical record and used in the development of their plan of care.

ADVANCE CARE PLANNINGPart I: The Institutional Perspective

http://www.nhqualitycampaign.org/star_index.aspx?controls=welcome

Page 23: Ruth Tappen, EdD, RN, FAAN Eminent Scholar and Professor Christine E. Lynn College of Nursing Florida Atlantic University ADVANCE CARE PLANNING Part I:

Seven Steps to Improve ACP in Your Facility

1. Assess the Current Situation

a. Number and percent of residents with documentation of initial discussion

b. Number and percent of residents with advance directives, living will, and a health care surrogate decision maker

c. Approaches currently used and people responsible for implementation

ADVANCE CARE PLANNINGPart I: The Institutional Perspective

http://www.nhqualitycampaign.org/files/impguides/6_AdvanceCarePlanning_TAW_Guide.pdf

Adapted from:

Page 24: Ruth Tappen, EdD, RN, FAAN Eminent Scholar and Professor Christine E. Lynn College of Nursing Florida Atlantic University ADVANCE CARE PLANNING Part I:

ADVANCE CARE PLANNINGPart I: The Institutional Perspective

http://www.nhqualitycampaign.org/files/impguides/6_AdvanceCarePlanning_TAW_Guide.pdf

Adapted from:

2. Select ACP as an area for potential improvement based upon preliminary assessment

3. Review state laws and regulations and current information on ACP (see Resources)

Seven Steps to Improve ACP in Your Facility

Page 25: Ruth Tappen, EdD, RN, FAAN Eminent Scholar and Professor Christine E. Lynn College of Nursing Florida Atlantic University ADVANCE CARE PLANNING Part I:

ADVANCE CARE PLANNINGPart I: The Institutional Perspective

http://www.nhqualitycampaign.org/files/impguides/6_AdvanceCarePlanning_TAW_Guide.pdf

Adapted from:

4. Identify areas for improvement in processes and practices including:

a. Current policies and protocols

b. Actual practice related to ACP

c. Issues that have arisen related to ACP

d. Previous attempts to address need for improvement

Seven Steps to Improve ACP in Your Facility

Page 26: Ruth Tappen, EdD, RN, FAAN Eminent Scholar and Professor Christine E. Lynn College of Nursing Florida Atlantic University ADVANCE CARE PLANNING Part I:

ADVANCE CARE PLANNINGPart I: The Institutional Perspective

http://www.nhqualitycampaign.org/files/impguides/6_AdvanceCarePlanning_TAW_Guide.pdf

Adapted from:

5. Identify barriers and challenges to improvement and strategies to overcome them

6. Reinforce practices that are already optimal

7. Implement needed changes and re-evaluate

Seven Steps to Improve ACP in Your Facility

Page 27: Ruth Tappen, EdD, RN, FAAN Eminent Scholar and Professor Christine E. Lynn College of Nursing Florida Atlantic University ADVANCE CARE PLANNING Part I:

Documenting ACP in Your Facility

ADVANCE CARE PLANNINGPart I: The Institutional Perspective

http://www.nhqualitycampaign.org/files/impguides/6_AdvanceCarePlanning_TAW_Guide.pdf

Adapted from:

Page 28: Ruth Tappen, EdD, RN, FAAN Eminent Scholar and Professor Christine E. Lynn College of Nursing Florida Atlantic University ADVANCE CARE PLANNING Part I:

Documenting ACP in Your Facility

ADVANCE CARE PLANNINGPart I: The Institutional Perspective

http://www.nhqualitycampaign.org/files/impguides/6_AdvanceCarePlanning_TAW_Guide.pdf

Adapted from:

Page 29: Ruth Tappen, EdD, RN, FAAN Eminent Scholar and Professor Christine E. Lynn College of Nursing Florida Atlantic University ADVANCE CARE PLANNING Part I:

Coalition for Compassionate Care of California - Resources for both health care providers and for lay people who want to talk about advance care planning, including downloadable forms and factsheets. http://www.coalitionccc.org/advance-health-planning.php

Alzheimer’s Association - Comprehensive recommendations aimed at improving communication and care at end of life. http://www.alz.org/national/documents/brochure_DCPRphase3.pdf

Caring Connections – downloadable educational information and forms (www.caringinfo.org/Home.htm - click on Advance Directives)

Aging with Dignity - offers a document called “Five Wishes,” which makes ACP more user-friendly, valid in 40 states; downloadable for $5 (www.agingwithdignity.org/5wishes.html) 

ADVANCE CARE PLANNINGPart I: The Institutional Perspective

Resources for ACP

Page 30: Ruth Tappen, EdD, RN, FAAN Eminent Scholar and Professor Christine E. Lynn College of Nursing Florida Atlantic University ADVANCE CARE PLANNING Part I:

Your facility’s project champion is responsible for coordinating INTERACT II implementation, and she or he may ask you to complete specific activities before the next teleconference or before you review the next session on-line.

For the Team as a Whole: Complete the assessment of advance care planning in your facility including

all of the aspects mentioned in this session: current rules and regulations in your state, current policies and practices in your facility, previous initiatives to improve advance care planning in your facility and any issues/challenges/barriers that need to be addressed.

Implementation Activities Before the Next Session:

ADVANCE CARE PLANNINGPart I: The Institutional Perspective

Page 31: Ruth Tappen, EdD, RN, FAAN Eminent Scholar and Professor Christine E. Lynn College of Nursing Florida Atlantic University ADVANCE CARE PLANNING Part I:

Un-mute the line: Press # 6Please re-mute your line after talking: Press * 6

Questions and suggestions on Session 7 can be sent to me at [email protected] or also be directed to Dr. Ouslander by email at: [email protected]

Please insert in the Subject Line: “Question about the INTERACT II Curriculum”

For teleconference participants:Questions, Suggestions, Comments?

ADVANCE CARE PLANNINGPart I: The Institutional Perspective

Page 32: Ruth Tappen, EdD, RN, FAAN Eminent Scholar and Professor Christine E. Lynn College of Nursing Florida Atlantic University ADVANCE CARE PLANNING Part I:

Session 8:

Advance Care Planning Part 2:The Perspective of the

Individual Resident

Champions DON Key RNs and

LPNs Lead CNAs

Medical Director

Key MDs, NPs/PAs

Social worker Administrator

The Next Session

The topic and participants are listed belowFor teleconference participants, check the date and time for the next session

ADVANCE CARE PLANNINGPart I: The Institutional Perspective

Page 33: Ruth Tappen, EdD, RN, FAAN Eminent Scholar and Professor Christine E. Lynn College of Nursing Florida Atlantic University ADVANCE CARE PLANNING Part I:

Please complete the Post-Session Quiz and Evaluation If you take the Quiz and complete the Evaluation in a paper and

pencil format, please make sure your facility champion or co-champion gets a copy

If you are reviewing this session on-line, you can take the on-line Quiz and complete the evaluation on-line.

Post-Session #7 Quiz and Evaluation

ADVANCE CARE PLANNINGPart I: The Institutional Perspective