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Construction and validation of clinical scenarios for training informal caregivers of dependent persons

Construcción y validación de escenarios clínicos para capacitación de cuidadores informales de personas dependientes

ABSTRACT

Objective:

To construct and validate three clinical scenarios for training dependent persons’ informal caregivers.

Methods:

Methodological study, conducted between January and August 2021, in a municipality in the northwest of the state of Paraná. It was developed in two stages: construction of scenarios; and content validation by experts (n = 12). To estimate the degree of agreement between the experts, the content validity index was used, and 80% was considered an acceptable rate of agreement.

Results:

The simulation scenarios proved appropriate, obtaining an average value of 91.6%. However, some adjustments were made in their organization pertaining clarity in the wording of guidelines, as suggested by the expert validators.

Conclusions:

The construction and validation of the clinical scenarios proved to be adequate and relevant for use in the training of informal caregivers of dependent persons.

Descriptors:
Technology; Caregivers; Training Activities; Validation Study; Nursing.

RESUMEN

Objetivo:

Construir y validar tres escenarios clínicos para capacitación de cuidadores informales de personas dependientes.

Métodos:

Estudio metodológico, realizado entre enero y agosto de 2021, en un municipio en el noroeste de Paraná. Fue desarrollado en dos etapas: construcción de los escenarios; y validez de contenido por expertos (n = 12). Para estimar el grado de concordancia entre los jueces, se utilizó el índice de validez de contenido, y se consideró el valor de 80% como una tasa aceptable de concordancia.

Resultados:

Los escenarios de simulación se mostraron apropiados, obteniendo valor mediano de 91,6%. Sin embargo, fueron hechos algunos ajustes en su organización en lo que tange a la claridad en la redacción de las orientaciones, conforme sugestión de los jueces.

Conclusiones:

La construcción y validación de los escenarios clínicos se mostraron adecuadas y relevantes, de modo que pueden ser utilizados en la capacitación de cuidadores informales de personas dependientes.

Descriptores:
Tecnología; Cuidadores; Enseñanza; Estudio de Validación; Enfermería.

RESUMO

Objetivo:

Construir e validar três cenários clínicos para capacitação de cuidadores informais de pessoas dependentes.

Métodos:

Estudo metodológico, realizado entre janeiro e agosto de 2021, em um município no noroeste do estado do Paraná. Foi desenvolvido em duas etapas: construção dos cenários; e validação do conteúdo por experts (n = 12). Para estimar o grau de concordância entre os juízes, utilizou-se o índice de validade de conteúdo, e considerou-se o valor de 80% como uma taxa aceitável de concordância.

Resultados:

Os cenários de simulação mostraram-se apropriados, obtendo valor médio de 91,6%. No entanto, foram feitos alguns ajustes em sua organização no que tange à clareza na redação das orientações, conforme sugestão dos juízes.

Conclusões:

A construção e validação dos cenários clínicos mostraram-se adequadas e relevantes, de modo que eles podem ser utilizados na capacitação de cuidadores informais de pessoas dependentes.

Descritores:
Tecnologia; Cuidadores; Atividades de Capacitação; Estudo de Validação; Enfermagem.

INTRODUCTION

Due to the insidious increase of chronic degenerative diseases in Brazil, there is a change in the profile of patients who demand health care. This change has caused great impact on society, particularly in health systems, which have a deficit in human and material resources to meet this clientele; therefore, the provision of Home Care (HC) in Brazil has been undergoing transformations in recent years(11 Castro O, Lima RS, Sanches RS, Dázio EMR, Gomes RG, Fava SMCL. Meaning of being a care-giver of a person with home oxygen therapy: grounded theory. Rev Enferm Cent-Oeste Mineiro. 2020;10:e3607. http://doi.org/10.19175/recom.v10i0.3607
http://doi.org/10.19175/recom.v10i0.3607...
).

The premise of home care considers that the care practices must consider the family in its private and domestic social space, respecting the dynamics and complexity of family relationships. Regarding the involvement of the health professional in the dynamics of people who are assisted by HC, he needs to understand the social and cultural context of the patient’s family arrangement and his individual needs. The interventions carried out integrally to people dependent on care need to be comprehensive and integrate aspects that are intrinsic to the health-disease process of the patient and their families, promoting better management and organization of the health professionals’ work process(22 Ministério da Saúde (BR). Portaria nº 825, de 25 de abril de 2016. Redefine a Atenção Domici-liar no âmbito do Sistema Único de Saúde e atualiza as equipes habilitadas [Internet]. 2016[cited 2021 Feb 20]. Available from: https://bvsms.saude.gov.br/bvs/saudelegis/gm/2016/prt0825_25_04_2016.html
https://bvsms.saude.gov.br/bvs/saudelegi...
).

Given this scenario, the family presents itself as an important ally in the care of dependent patients, proving to be an invaluable resource, especially because its members configure themselves as informal caregivers, being responsible for promoting the well-being of the ill person(33 Nouguchi M, Tachimori H, Naganuma Y, Zhao X, Kono T, Horii S, et al. Families’ opinions about caring for patients with psychiatric disorders after involuntary hospitalization in Japan. Int J Soc Psychiatr. 2016;62(2):167-75. https://doi.org/10.1177/0020764015614595
https://doi.org/10.1177/0020764015614595...
). In most cases, dependent persons, undergoing HC, have a family member and/or people who offer care, being characterized as informal caregivers(22 Ministério da Saúde (BR). Portaria nº 825, de 25 de abril de 2016. Redefine a Atenção Domici-liar no âmbito do Sistema Único de Saúde e atualiza as equipes habilitadas [Internet]. 2016[cited 2021 Feb 20]. Available from: https://bvsms.saude.gov.br/bvs/saudelegis/gm/2016/prt0825_25_04_2016.html
https://bvsms.saude.gov.br/bvs/saudelegi...
-33 Nouguchi M, Tachimori H, Naganuma Y, Zhao X, Kono T, Horii S, et al. Families’ opinions about caring for patients with psychiatric disorders after involuntary hospitalization in Japan. Int J Soc Psychiatr. 2016;62(2):167-75. https://doi.org/10.1177/0020764015614595
https://doi.org/10.1177/0020764015614595...
). Assistance routines that demand the use of technologies require daily and continuous care, for which the informal caregivers are not always technically prepared. Sometimes they suddenly find themselves having to provide care that had only been performed in the hospital environment and by a specialized health team(44 Silveira MPR, Silva MRS, Farias FLR, Moniz ASB, Ventura J. Autonomia e reinserção social: percepção de familiares e profissionais que trabalham com redução de danos. Cienc Cuid Sau-de. 2017;16(3):1-7. https://doi.org/10.4025/ciencuidsaude.v16i3.34299
https://doi.org/10.4025/ciencuidsaude.v1...
-55 Schwertfeger JL, Thuente L, Hung P, Larson SL. Post-discharge interventions to enhance cop-ing skills for survivors of stroke and their caregivers: a scoping review protocol. JBI Evid Synth. 2019:18(2):332-40. https://doi.org/10.11124/JBISRIR-D-18-00024
https://doi.org/10.11124/JBISRIR-D-18-00...
).

A quasi-experimental study evidenced that the training of informal caregivers while still in the hospital environment and further monitoring their actions during the provision of care at home reduces inappropriate care practices. The lack of educational support and of patient intervention demonstrations contribute to the incidence of seeking emergency services and hospital readmissions due to inadequate care provided by unprepared informal caregivers(66 Ministério da Saúde (BR). Secretaria de Atenção Especializada à Saúde. Departamento de Atenção Hospitalar, Domiciliar e de Urgência. Atenção Domiciliar na Atenção Primária à Saúde. Brasília: Ministério da Saúde. 2020. 98 p.: il.-77 Rodrigues TFCS, Cardoso LCB, Rêgo AS, Silva ES, Elias MFAL, Radovanovic CAT. Educational intervention to increase the skill of informal caregivers: a quasi-experimental pilot study. Texto Contexto Enferm. 2021;30:e20200152. https://doi.org/10.1590/1980-265x-tce-2020-0152
https://doi.org/10.1590/1980-265x-tce-20...
).

Thus, it is necessary that caregivers are well oriented and trained to provide the dependent patient adequate home care. Health professionals, especially nurses, play an important role in supporting caregivers through effective health education strategies that ensure the quality of care and the safety of dependent people in the home environment. In this perspective, considering the multifaceted and interdisciplinary needs, which are essential for actions of transitional care of people dependent both of care (from hospital to home) and approaches that require special resources for patient survival, training strategies with technological and visual materials need to be highlighted(77 Rodrigues TFCS, Cardoso LCB, Rêgo AS, Silva ES, Elias MFAL, Radovanovic CAT. Educational intervention to increase the skill of informal caregivers: a quasi-experimental pilot study. Texto Contexto Enferm. 2021;30:e20200152. https://doi.org/10.1590/1980-265x-tce-2020-0152
https://doi.org/10.1590/1980-265x-tce-20...
99 Santos FGT, Zulin A, Cardoso LCB, Sanches RCN, Rêgo AS, Girardon-Perlini NMO, et al. Factors associated with the skills of informal caregivers in home care. Rev Bras Enferm. 2022;75:e20210744. https://doi.org/10.1590/0034-7167-2021-0744
https://doi.org/10.1590/0034-7167-2021-0...
).

The use of simulated scenarios as an educational tool has shown promise, with positive evidence of its use to prevent adverse events caused by potentially inadequate care. Clinical simulation enhances the development of skills related to knowledge, adaptation, and preparation, which are competencies alluding to the informal caregiver, conditioned to cognitive, psychomotor, relational, and emotional factors(88 Santos FGT, Harmuch C, Paiano M, Radovanovic CAT, Rêgo AS, Carreira L. Competence of el-derly informal caregivers of people in home care. Esc Anna Nery. 2022;26:e20210288. https://doi.org/10.1590/2177-9465-ean-2021-0288
https://doi.org/10.1590/2177-9465-ean-20...
-99 Santos FGT, Zulin A, Cardoso LCB, Sanches RCN, Rêgo AS, Girardon-Perlini NMO, et al. Factors associated with the skills of informal caregivers in home care. Rev Bras Enferm. 2022;75:e20210744. https://doi.org/10.1590/0034-7167-2021-0744
https://doi.org/10.1590/0034-7167-2021-0...
). Moreover, these competencies are linked to the organization of health professionals’ clinical practices, which require effective communication and decision-making for intervention actions, supported by critical thinking and clinical learning(1010 Silva APM, Pina JC, Rocha PK, Anders JC, Souza AIJ, Okido ACC. Training of caregivers of children with special health care needs: simulation contributions. Texto Contexto Enferm. 2020;29:e20180448. https://doi.org/10.1590/1980-265X-TCE-2018-0448
https://doi.org/10.1590/1980-265X-TCE-20...

11 Bellaguarda MLR, Knihs NS, Canever BP, Tholl AD, Alvarez AG, Teixeira GC. Realistic simu-lation as a teaching tool in critical situation communication in palliative care. Esc Anna Nery. 2020;24(3):e20190271. https://doi.org/10.1590/2177-9465-EAN-2019-0271
https://doi.org/10.1590/2177-9465-EAN-20...
-1212 Carvalho LR, Zem-Mascarenhas SH. Construction and validation of a sepsis simulation scenario: a methodological study. Rev Esc Enferm USP. 2020;54:e03638. https://doi.org/10.1590/s1980-220x2019021603638
https://doi.org/10.1590/s1980-220x201902...
).

In clinical simulation as an educational tool, the construction of the scenario with visual language according to people’s needs is one of the methodological sequences of the process, one that requires creativity and objectivity. In this sense, the realism of clinical simulation derives from the structural potentiality of laboratories, which need to offer material resources for the management of highly complex actions that influence the validity and reliability of the educational interface to be promoted(1212 Carvalho LR, Zem-Mascarenhas SH. Construction and validation of a sepsis simulation scenario: a methodological study. Rev Esc Enferm USP. 2020;54:e03638. https://doi.org/10.1590/s1980-220x2019021603638
https://doi.org/10.1590/s1980-220x201902...

13 Negri EC, Pereira Júnior GA, Cotta Filho CK, Franzon JC, Mazzo A. Construction and validation of simulated scenario for nursing care to colostomy patients. Texto Contexto Enferm 2019;28:e20180199. https://doi.org/10.1590/1980-265x-tce-2018-0199
https://doi.org/10.1590/1980-265x-tce-20...
-1414 Neves FF, Pazin-Filho A. Construindo cenários de simulação: pérolas e armadilhas. Sci Med. 2018;28(1):ID28579. https://doi.org/10.15448/1980-6108.2018.1.28579
https://doi.org/10.15448/1980-6108.2018....
).

The construction of the scenario must contain substantial elements for the timely characterization of the theme to be simulated, considering both the clinical and pedagogical context and the simulated experience, interaction, and dynamics between facilitator and participant. In this way, the individual can understand his role in the simulation tool and, subsequently, obtain the results expected from the scenarios(1212 Carvalho LR, Zem-Mascarenhas SH. Construction and validation of a sepsis simulation scenario: a methodological study. Rev Esc Enferm USP. 2020;54:e03638. https://doi.org/10.1590/s1980-220x2019021603638
https://doi.org/10.1590/s1980-220x201902...
). Therefore, the simulation scenario needs to be assessed and validated by experts in order to be reliable in its contextualization of the topic and its contribution to the improvement of the educational intervention, considering the scientific evidence presented in the literature(1313 Negri EC, Pereira Júnior GA, Cotta Filho CK, Franzon JC, Mazzo A. Construction and validation of simulated scenario for nursing care to colostomy patients. Texto Contexto Enferm 2019;28:e20180199. https://doi.org/10.1590/1980-265x-tce-2018-0199
https://doi.org/10.1590/1980-265x-tce-20...
-1414 Neves FF, Pazin-Filho A. Construindo cenários de simulação: pérolas e armadilhas. Sci Med. 2018;28(1):ID28579. https://doi.org/10.15448/1980-6108.2018.1.28579
https://doi.org/10.15448/1980-6108.2018....
).

OBJECTIVE

To construct and validate three clinical scenarios for training dependent persons’ informal caregivers.

METHODS

Ethical approval

The research was approved by the Ethics Committee in Research with human beings of the Universidade Estadual de Maringá.

Study design and period

This is a descriptive study of the construction and content validation of three clinical simulation scenarios aimed at informal caregivers of dependent persons.

Methodological study, of a quantitative approach, carried out between January and August 2021 and developed in two distinct stages: construction of the scenarios; and content validation by experts.

Construction of the scenarios

The methodological path for developing the scenarios occurred in three phases - pre-production, production, and post-production - based on the study by Flemming, Reynolds, and Wallace(1515 Fleming SE, Reynolds J, Wallace B. Lights…camera…action! a guide for creating a DVD/Vídeo. Nurse Educator. 2009;34(3):118-21. https://doi.org/10.1097/NNE.0b013e3181a0270e
https://doi.org/10.1097/NNE.0b013e3181a0...
) and adapted by Braga and collaborators(1616 Braga FTMM, Garbin LM, Marmol MT, Khouri VY, Vasques CI, Carvalho EC. Oral hygiene in chemo therapy patients: construction and validation of an education video. Rev Enferm UFPE. 2014;8(10):3331-9. https://doi.org/10.5205/reuol.6039-55477-1-ED.0810201411
https://doi.org/10.5205/reuol.6039-55477...
). In the pre-production stage, the research theme was defined: orienting the family caregiver to the dependent person. Then, the educational objectives of the videos were established: to train the family caregiver on hygiene and comfort, and care with enteral tubes and oxygen therapy. The content of the videos was defined in this phase.

In order to orient the content for the development of the scenarios, an integrative literature review on care of the dependent patient was performed, with the following Health Sciences Descriptors (DeCS) and Medical Subject Headings (MeSH): “health education”, “educational videos”, and “caregivers”. The scenarios were based on scientific articles on the aforementioned care procedures and on the Ministry of Health’s booklets on home care(1717 Ministério da Saúde (BR). Secretaria de Atenção à Saúde. Departamento de Atenção Básica. Ca-derno de atenção domiciliar. Brasília, DF: Ministério da Saúde; 2012.-1818 Ministério da Saúde (BR). Secretaria de Atenção à Saúde. Departamento de Atenção Básica. Ca-derno de atenção domiciliar. Brasília: Ministério da Saúde; 2013. 2 v.: il.).

Validation of the descriptive content of the scenarios

The experts were identified by convenience, respecting the criteria adapted from Fehring(1919 Fehring RJ. Symposium on validation models: the Fehring model. In: Carroll Johnson RM, Paquette M. Classification of nursing diagnoses: proceedings of the tenth conference. Philadelphia, EUA: Lippincott Company; 1994. p. 55- 62). Those who reached five points or more in a total of 16 points were selected, distributed as follows: doctor’s degree (4 points), master’s degree (3 points), having developed a dissertation or thesis in the area of interest (3 points), specialist in the area of interest (2 points), publication in an indexed journal on the study’s theme of interest (1 point), clinical practice in the area of interest for at least five years (2 points), participation in research groups/projects involving the area of interest (1 point)(1919 Fehring RJ. Symposium on validation models: the Fehring model. In: Carroll Johnson RM, Paquette M. Classification of nursing diagnoses: proceedings of the tenth conference. Philadelphia, EUA: Lippincott Company; 1994. p. 55- 62). Training of informal caregivers and/or teaching/research with active learning technologies were considered the study’s area of interest.

Experts’ participation invitations were sent by e-mail. Once accepted, a link providing access to the platform was made available through Google Forms®. Upon opening the link, the Informed Consent Form (ICF) appeared. Only after acceptance could the participants access the clinical scenario scripts and instruments. Of the 15 experts invited, 12 agreed to participate in the study and submitted the completed instrument electronically within the stipulated deadline.

The experts were instructed to evaluate all items in each block of the instrument, noting, on a Likert-type interval scale, whether the dimensions to be addressed were covered within the instrument’s set of items. The validation instrument, adapted from Souza et al.(2020 Souza VEC. Desenvolvimento e validação de software para apoio ao ensino-aprendizagem sobre diagnósticos de enfermagem[Tese]. Fortaleza. Universidade Federal do Ceará; 2005.), assessed the relevance of the themes addressed in the simulation guide, as well as the experts’ contribution pertaining the need for inclusion of content for a better contextual coverage and to maintain its authenticity. The central themes evaluated were about hygiene care and patient comfort, care with enteral tubes, and care with oxygen therapy, with a space for suggestions.

After returning the assessment, the data was typed into an Excel® spreadsheet. For data treatment, the content validity index (CVI)(2121 Polit DF, Beck CT. Fundamentos de Pesquisa em enfermagem: avaliação de evidências para as práticas da enfermagem. 9ª ed. Porto Alegre (RS): Artmed; 2019.) was used. The items were represented by a Likert-type scale, with scores ranging from 1 to 3 (1 - completely inadequate; 2 - adequate; and 3 - completely adequate). To calculate the results, we considered the sum of the agreement of the items evaluated as “adequate” and “completely adequate” (CVI = agreement with score “2” or “3” / number of questions)(2121 Polit DF, Beck CT. Fundamentos de Pesquisa em enfermagem: avaliação de evidências para as práticas da enfermagem. 9ª ed. Porto Alegre (RS): Artmed; 2019.).

RESULTS

Construction of the scenarios

The construction of the scenarios followed items proposed by Braga and collaborators (2014)(1313 Negri EC, Pereira Júnior GA, Cotta Filho CK, Franzon JC, Mazzo A. Construction and validation of simulated scenario for nursing care to colostomy patients. Texto Contexto Enferm 2019;28:e20180199. https://doi.org/10.1590/1980-265x-tce-2018-0199
https://doi.org/10.1590/1980-265x-tce-20...
). Chart 1 shows one of the validated scenarios. It describes the script with the resources, scenario preparation, development, debriefing, and evaluation.

Chart 1
Description of the hygiene and comfort care scenario, Maringá, Paraná, Brazil, 2022

Validation of scenarios

The participants in this research were experts in active learning technologies and/or in the care of dependent patients. Twelve experts who work in home care participated in the validation of the scenarios, including 11 nurses and one physician. Most of them are women (75%) and have a mean age of 31 years (minimum of 26 and maximum of 45 years). The time of training ranged from 7 to 17 years. Regarding academic qualifications, four (33.3%) were PhDs, four (33.3%) were masters, three (25%) were specialists, and only one (8.3%) had an undergraduate degree.

The instrument presented a mean score of agreement of 91.6%, varying among the items evaluated (Table 1).

Table 1
Per item percentage of the content validity index of the educational videos’ clinical scenarios, Maringá, Paraná, Brazil, 2022

To validate the content of the script, the professionals evaluated: the relevance of the themes addressed in the script and the need to include new themes; the authenticity of the content related to the themes: hygiene care and patient comfort; care with enteral tubes and care with oxygen therapy.

The experts highlighted important elements of professional practice, which contributed to the construction of the clinical scenarios, allowing them to come closer to reality and for the result to achieve the proposed study objectives. Based on scientific knowledge, the script was validated by the professionals, whose purpose was to seek solutions to the problems experienced in the home environment.

DISCUSSION

With the increase in the number of people dependent on care in the home environment, health services are faced with the challenge of providing assistance to individuals whose profile is marked by functional limitations that negatively influence their quality of life. The HC is a strategic program with complex care actions that aim to ensure quality of life and patient safety according to their health needs and considering their social and family context(22 Ministério da Saúde (BR). Portaria nº 825, de 25 de abril de 2016. Redefine a Atenção Domici-liar no âmbito do Sistema Único de Saúde e atualiza as equipes habilitadas [Internet]. 2016[cited 2021 Feb 20]. Available from: https://bvsms.saude.gov.br/bvs/saudelegis/gm/2016/prt0825_25_04_2016.html
https://bvsms.saude.gov.br/bvs/saudelegi...
).

The evidence available in the literature points out that when dependent patients and their caregivers receive training to face the limitations intrinsic to the ill person’s health condition, the abilities and care practices become adequate, accurate, and resolutive, culminating in the reduction of the burden and stressful events related to care(2424 Smith TO, Pearson M, Pfeiffer K, Crotty M, Lamb SE. Caregiver interventions for adults dis-charged from the hospital: systematic review and meta-analysis. J Am Geriatr Soc. 2019;67:1960-9. https://doi.org/10.1111/jgs.16048
https://doi.org/10.1111/jgs.16048...
-2525 McDonald J, McKinlay E, Keeling S, Levack W. The ‘wayfinding’ experience of family carers who learn to manage technical health procedures at home: a grounded theory study. Scand J Car-ing Sci 2017;31:850-8. https://doi.org/10.1111/scs.12406
https://doi.org/10.1111/scs.12406...
). As a tool in this context, due to its capacity of communication and transmission of information, the Internet is useful, since it is a technology that has been used in a promising way in health services, especially as an educational tool for prevention of health problems and interaction between patients, family members and/or informal caregivers, and health professionals(2626 Weiss MC. Sociedade sensoriada: a sociedade da transformação digital. Estud Av. 2019;33(95). https://doi.org/10.1590/S0103-4014.2019.3395.0013
https://doi.org/10.1590/S0103-4014.2019....
).

In this aspect, digital media have a high pedagogical impact and are present in the daily lives of people who continuously consume information. The insertion of methodologies through information technology, using educational videos with pertinent information regarding changes or teachings on self-care and caring for dependent people, are strategies that can have a direct impact on the quality of life of the population and reduce the demand in health services by people with morbidities and who lack information resulting from inadequate professional monitoring(2727 Rosaasen N, Mainra R, Kukha-Bryson A, Nhin V, Trivedi P, Shoker A, et al. Development of a patient-centered video series to improve education before kidney transplantation. Patient Educ Couns 2018;101(9):1624-9. https://doi.org/10.0.3.248/j.pec.2018.04.014
https://doi.org/10.0.3.248/j.pec.2018.04...

28 Galindo-Neto NM, Alexandre ACS, Barros LM. Creation and validation of an educational vid-eo for deaf people about cardiopulmonary resuscitation. Rev Latino-Am Enfermagem. 2019;27(1):e3130. https://doi.org/10.1590/1518-8345.2765.3130
https://doi.org/10.1590/1518-8345.2765.3...
-2929 Sinha S, Dillon J, Dargar SK, Archambault A, Martin P, Frankel BA, et al. What to expect that you’re not expecting: a pilot video education intervention to improve patient self-efficacy sur-rounding discharge medication barriers. Health Informatics J. 2019;25(4):1595-605. https://doi.org/101177/1460458218796644
https://doi.org/101177/1460458218796644...
).

The literature advances on this theme; and studies conducted in different countries reinforce the use of this strategy as promising in the dissemination of health education, considering the specific needs of the population and the main difficulties that people, especially with low educational level, have in obtaining, processing, and understanding information(3030 Espinoza Suarez NR, LaVecchia CM, Ponce OJ, Fischer KM, Wilson PM, Kamath CC, et al. Using shared decision-making tools and patient-clinician conversations about costs. Mayo Clin Proc In-nov Qual Outcomes. 2020;4:416-23. https://doi.org/10.1016/j.mayocpiqo.2020.04.013
https://doi.org/10.1016/j.mayocpiqo.2020...

31 Sánchez-Huamash CM, Cárcamo-Cavagnaro C. Videos to improve the skills and knowledge of stroke patients’ caregivers. Rev Peru Med Exp Salud Publica. 2021;38(1):41-8. https://doi.org/10.17843/rpmesp.2021.381.6130
https://doi.org/10.17843/rpmesp.2021.381...
-3232 Silva JP, Bernardi FA, Franzon JC, Orlandin L, Ferlin GZ, Pereira Junior GA. Step-by-step insulin application: making educational videos for patients and caregivers. Esc Anna Nery. 2021;25(1). https://doi.org/10.1590/2177-9465-EAN-2019-0343
https://doi.org/10.1590/2177-9465-EAN-20...
). The video, by its nature, provides simple and useful instructions within clinical scenarios, reinforcing the role of family caregivers in the task of caring and in complementing the assistance of health professionals. Furthermore, its informative and inclusive nature enhances the guidance on aspects of care and doubts of the family caregivers, in order to make them more proficient and less anxious, reducing complications and the need for recurrence to the health services(3333 Simblett S, Greer B, Matcham F, Curtis H, Polhemus A, Ferrão J, et al. Barriers to and facilitators of engagement with remote measurement technology for managing health: systematic review and content analysis of findings. J Med Internet Res 2018;20:e10480. https://doi.org/10.2196/10480
https://doi.org/10.2196/10480...
).

Public domain teaching, learning, and research resources, such as educational materials available on the internet, are currently used worldwide. Known as open educational resources, they represent the possibility of access to education. Through technologies such as the Internet and virtual learning environments, it is possible to make educational resources available on the Web that are necessary for their pedagogical use(3434 Bacich L, Moran J. Metodologias ativas para uma educação inovadora: uma abordagem téorico-prática. Porto Alegre: Penso; 2018.).

Harvard University and the Massachusetts Institute of Technology (MIT) are advancing in methodological matters and teaching technology(3434 Bacich L, Moran J. Metodologias ativas para uma educação inovadora: uma abordagem téorico-prática. Porto Alegre: Penso; 2018.). Brazil has also progressed in the area of educational technologies, using specific platforms for the development of content for continuing and permanent education of health professionals, available through the Acervo de Recursos Educacionais em Saúde (ARES) [Collection of Educational Resources in Health], produced by institutions linked to the UNA-SUS network(3535 Fundação Oswaldo Cruz (Fiocruz). Sistema UNA-SUS como ferramenta de democratização da Educação Permanente em Saúde: perfil dos usuários e capilarização dos cursos autoinstrucionais. RBAAD 2021;20. https://doi.org/10.17143/rbaad.v20i1.476
https://doi.org/10.17143/rbaad.v20i1.476...
).

It is noteworthy that the development of teaching environments supported by technology constitutes a field of permanent innovation, seeking to favor the teaching and learning process, characterized by dynamism and interaction(3232 Silva JP, Bernardi FA, Franzon JC, Orlandin L, Ferlin GZ, Pereira Junior GA. Step-by-step insulin application: making educational videos for patients and caregivers. Esc Anna Nery. 2021;25(1). https://doi.org/10.1590/2177-9465-EAN-2019-0343
https://doi.org/10.1590/2177-9465-EAN-20...
). Therefore, these environments have been adopted as one of the strategies to allow access to knowledge by a larger number of people in various sectors of society, including health. In view of this, the adoption of computerized instruments can become an important tool to support the planning of caregivers in the healthcare field, as it allows different actions to be implemented and made available to the caregivers in their own environment, aiming to facilitate the educational process of these people(3434 Bacich L, Moran J. Metodologias ativas para uma educação inovadora: uma abordagem téorico-prática. Porto Alegre: Penso; 2018.

35 Fundação Oswaldo Cruz (Fiocruz). Sistema UNA-SUS como ferramenta de democratização da Educação Permanente em Saúde: perfil dos usuários e capilarização dos cursos autoinstrucionais. RBAAD 2021;20. https://doi.org/10.17143/rbaad.v20i1.476
https://doi.org/10.17143/rbaad.v20i1.476...
-3636 Salvador PTCO, Martins CCF, Alves KYA, Pereira MA, Santos VEP, Tourinho FSV. Tecnologia no ensino de enfermagem. Rev Baiana Enferm. 2015;29(1):33-41. https://doi.org/10.18471/rbe.v29i1.9883
https://doi.org/10.18471/rbe.v29i1.9883...
).

In this study, the construction of scenarios is directed to caregivers to assist in health decision making, in order to reduce anxiety about performing procedures, to provide means to deal with unexpected situations, and to train them for safe and resolutive care practices. The realistic simulation scenario, when well designed, has the potential to develop quick clinical reasoning, optimization of care practices, and technical skills, which provide decision making. Simulation-based education plays an increasingly important role in health education worldwide, because, besides protecting the patient from possible risks, it is capable of creating conditions that optimize learning(3737 Andrade PON, Oliveira SC, Morais SCRV, Guedes TG, Melo GP, Linhares FMP. Validation of a clinical simulation setting in the management of postpartum haemorrhage. Rev Bras Enferm. 2019;72(3):624-631. https://doi.org/10.1590/0034-7167-2018-0065
https://doi.org/10.1590/0034-7167-2018-0...
).

In this sense, it is considered of utmost importance that health professionals, especially nurses, are focused on the development and usability of new technologies according to their area of expertise and level of health care. The advancement in the theme addressed by scientific studies that emphasize videos as an educational strategy in health is extremely important for its direct impact on changing lifestyle habits and encouraging prevention practices based on self-care(1212 Carvalho LR, Zem-Mascarenhas SH. Construction and validation of a sepsis simulation scenario: a methodological study. Rev Esc Enferm USP. 2020;54:e03638. https://doi.org/10.1590/s1980-220x2019021603638
https://doi.org/10.1590/s1980-220x201902...
).

The clinical scenarios were evaluated by the experts with a high value of reliability, especially regarding patient promotion and safety, corroborating studies with similar results(3737 Andrade PON, Oliveira SC, Morais SCRV, Guedes TG, Melo GP, Linhares FMP. Validation of a clinical simulation setting in the management of postpartum haemorrhage. Rev Bras Enferm. 2019;72(3):624-631. https://doi.org/10.1590/0034-7167-2018-0065
https://doi.org/10.1590/0034-7167-2018-0...

38 Guerra S, Albuquerque AD, Felisberto E, Marques P. Cuidado na atenção domiciliar: efeitos de uma intervenção educacional em saúde. Trab Educ Saúde. 2020;18(3):e00292124. https://doi.org/10.1590/1981-7746-sol00292
https://doi.org/10.1590/1981-7746-sol002...
-3939 Brondani CM, Ramos LH, Beuter M, Lampert MA, Seiffert MA, Bruinsma JL. Caracterização de pacientes dependentes de tecnologias de um serviço de internação domiciliar. Rev Enferm UFSM. 2013;3(Esp.):689-99. https://doi.org/10.5902/2179769211063
https://doi.org/10.5902/2179769211063...
). The validation results were very positive, and the experts’ suggestions added more quality to the scenario (technical and non-technical skills); that is, it is important that the scenario involves the participant in a broad context of clinical reasoning and decision making(1212 Carvalho LR, Zem-Mascarenhas SH. Construction and validation of a sepsis simulation scenario: a methodological study. Rev Esc Enferm USP. 2020;54:e03638. https://doi.org/10.1590/s1980-220x2019021603638
https://doi.org/10.1590/s1980-220x201902...
).

In this context, the evaluation of the proposed clinical scenarios was performed by means of an instrument that observed different aspects related to care at home, reaching satisfactory levels of validity. In the CVI evaluation, the evaluated items presented values higher than those established by the methodology, related to the reliability and representativeness of the developed scenarios. In research on technology evaluation, other researchers also found CVI similar to that obtained in this study, which demonstrates agreement to the experts’ answers(1212 Carvalho LR, Zem-Mascarenhas SH. Construction and validation of a sepsis simulation scenario: a methodological study. Rev Esc Enferm USP. 2020;54:e03638. https://doi.org/10.1590/s1980-220x2019021603638
https://doi.org/10.1590/s1980-220x201902...
,1919 Fehring RJ. Symposium on validation models: the Fehring model. In: Carroll Johnson RM, Paquette M. Classification of nursing diagnoses: proceedings of the tenth conference. Philadelphia, EUA: Lippincott Company; 1994. p. 55- 62,4040 Negri EC, Mazzo A, Martins JCA, Pereira JA, Pedersoli CE. Clinical simulation with dramatiza-tion: Gains perceived by students and health professionals. Rev Latino-Am Enfermagem. 2017;25:e2916, 2017. https://doi.org/10.1590/1518-8345.1807.2916
https://doi.org/10.1590/1518-8345.1807.2...
).

The validation of the content is an essential process in the construction of realistic scenarios for educational videos, considering their contextual issue regarding the target audience, design, and time of the content presented, in order to ensure their reliability and clarity in the assimilation of the idealized content(1414 Neves FF, Pazin-Filho A. Construindo cenários de simulação: pérolas e armadilhas. Sci Med. 2018;28(1):ID28579. https://doi.org/10.15448/1980-6108.2018.1.28579
https://doi.org/10.15448/1980-6108.2018....
,4141 Rodrigues LN, Santos AS, Gomes PPS, Silva WCP, Chaves EMC. Construction and validation of an educational booklet on care for children with gastrostomy. Rev Bras Enferm 2020;73. https://doi.org/10.1590/0034-7167-2019-0108
https://doi.org/10.1590/0034-7167-2019-0...
-4242 Almeida DR, Nodari CH, Guimarães CM, Coutinho AOR, Bez MR. Simulation as a teaching-learning strategy in nursing: an integrative review. Rev Educ Saúde. 2018;6(2):98-105. https://doi.org/10.29237/2358-9868.2018v6i2.p98-105
https://doi.org/10.29237/2358-9868.2018v...
). Thus, it is essential to know the main needs of the patients’ clinical condition, as well as to point out the potential adjustments of educational interventions, especially in the understanding of the peculiarities that involve the patients’ comfort care decision. In this sense, the use of videos makes health education more interactive, instructive, seen as a facilitator of the actions to be taken in the care process of people with chronic morbidities in advanced stage(4242 Almeida DR, Nodari CH, Guimarães CM, Coutinho AOR, Bez MR. Simulation as a teaching-learning strategy in nursing: an integrative review. Rev Educ Saúde. 2018;6(2):98-105. https://doi.org/10.29237/2358-9868.2018v6i2.p98-105
https://doi.org/10.29237/2358-9868.2018v...
-4343 Chiarchiaro J, Ernecoff NC, Buddadhumaruk P, Rak KJ, Arnold RM, White DB. Key stakehold-ers’ perspectives on a Web-based advance care planning tool for advanced lung disease. J Crit Care. 2015;30:1418. https://doi.org/10.1016/j.jcrc.2015.09.001
https://doi.org/10.1016/j.jcrc.2015.09.0...
).

Study limitations

The study used only three scenarios, so it was limited by the impossibility of including other important themes in the script. The insertion of new themes, allusive to the practices of bed bath for dependent people at home, would make the video significantly longer, which could harm the main objective and cause the target audience to have a lower assimilation. Another limiting issue refers to the need for evaluation by the target audience to make the material more cohesive and applicable, in order to configure the necessary realism for the video to have a positive impact on educational matters.

Contributions to the field of nursing, health, or public policies

The contributions of the study are based on the possibility of reducing inadequate assistance by informal caregivers to people dependent on care at home. Educational videos, mediated by specialized health professionals and disseminated through social media, can increase appropriate behaviors, better technical care skills, and reduce the need for emergency visits and hospitalizations for adverse events. Educational strategies mediated by videos directed to informal caregivers have shown to be efficient in providing information for care implementation through realistic simulation of cases that coincide with the reality of certain patients and informal caregivers(3333 Simblett S, Greer B, Matcham F, Curtis H, Polhemus A, Ferrão J, et al. Barriers to and facilitators of engagement with remote measurement technology for managing health: systematic review and content analysis of findings. J Med Internet Res 2018;20:e10480. https://doi.org/10.2196/10480
https://doi.org/10.2196/10480...
,4444 Breneol S, Belliveau J, Cassidy C, Curran JA. Strategies to support transitions from hospital to home for children with medical complexity: a scoping review. Int J Nurs Stud. 2017;72:91-104. https://doi.org/10.1016/j.ijnurstu.2017.04.011
https://doi.org/10.1016/j.ijnurstu.2017....
).

CONCLUSIONS

The validation of the clinical scenarios had good evaluation and reliability, presenting a general value above 0.90 among the experts. Therefore, they can be used in realistic simulations with educational purposes and directed to the training of informal caregivers. The experts’ collaboration in validating the scenarios brought the simulation closer to home care reality. The study provided an opportunity for the experts to present new insights, which were evaluated and accepted when pertinent to the objective of the study.

The realistic simulation of clinical scenarios for the education and training of informal caregivers represent an important contribution, being a tool capable of helping people who provide care at home. The search for the inclusion of differentiated methods aimed at informal caregivers emerges as a necessity, since many caregivers are unaware of the care requirements of dependent patients.

Caring in a home environment is complex and requires technical skills and competences from the informal caregiver. Based on pedagogical teaching practices, mediated by educational videos, cognitive, emotional, psychomotor, and relational issues can improve care practices and prevent new health actions and readmissions due to inadequate care. This improves the quality of life of dependent persons at home and of their family members/informal caregivers and improves the delivery and organization of health professionals’ work process.

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Edited by

EDITOR IN CHIEF: Antonio José de Almeida Filho
ASSOCIATE EDITOR: Hugo Fernandes

Publication Dates

  • Publication in this collection
    17 Oct 2022
  • Date of issue
    2022

History

  • Received
    23 Mar 2022
  • Accepted
    04 July 2022
Associação Brasileira de Enfermagem SGA Norte Quadra 603 Conj. "B" - Av. L2 Norte 70830-102 Brasília, DF, Brasil, Tel.: (55 61) 3226-0653, Fax: (55 61) 3225-4473 - Brasília - DF - Brazil
E-mail: reben@abennacional.org.br