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PROPOSITION OF A HOSPITAL MODEL FOR PATIENT INVOLVEMENT IN SELF-CARE

PROPUESTA DE UN MODELO DE HOSPITAL PARA LA IMPLICACIÓN DEL PACIENTE EN EL AUTOCUIDADO

ABSTRACT

Objective:

To propose a model for patient involvement in self-care in the hospital environment from the perspective of patients and professionals.

Method:

A qualitative study based on Convergent Care Research. Eight interviews were conducted with older adult patients and with nine professionals who provided care to participating patients in a clinical-surgical hospitalization unit from November 2021 to May 2022. Data analysis followed the apprehension, synthesis, theorization and transfer steps.

Results:

Three categories emerged which anchored the development of the hospital model for patient involvement in self-care: Communication: the fundamental element for patient involvement; Partnership between patient and multidisciplinary team: the path to patient involvement; and Organizational aspects for patient involvement in their care: the perspective of the multidisciplinary team. The study provided a space for dialogue with the multidisciplinary team to incorporate the model into the care process.

Conclusion:

The model contemplates clear and effective communication influenced by intrinsic patient issues and the health education process, supported by organizational aspects inherent to the hospital service.

DESCRIPTORS:
Self-care; Patient-centered care; Patient care team; Healthcare models; Patient participation; Health services

RESUMEN

Objetivo:

Proponer un modelo de implicación del paciente en el autocuidado en el entorno hospitalario, desde la perspectiva de pacientes y profesionales.

Método:

Estudio cualitativo basado en Investigación de atención convergente. Se realizaron ocho entrevistas a pacientes ancianos y a nueve profesionales que brindaron asistencia a los pacientes participantes, en una unidad de internación clínico-quirúrgica, en el período de noviembre de 2021 a mayo de 2022. El análisis de los datos siguió las etapas de aprehensión, síntesis, teorización y transferencia.

Resultados:

Emergieron tres categorías que anclaron el desarrollo del modelo hospitalario para la participación del paciente en el autocuidado: Comunicación: elemento fundamental para la participación del paciente; Asociación entre paciente y equipo multidisciplinario: el camino hacia la participación del paciente; y Aspectos organizativos para la implicación del paciente en su cuidado: la perspectiva del equipo multidisciplinario. La investigación brindó un espacio de diálogo con el equipo multidisciplinario para incorporar el modelo al proceso de atención.

Conclusión:

El modelo contempla una comunicación clara y efectiva, influenciada por cuestiones intrínsecas del paciente y del proceso de educación en salud, apoyada en aspectos organizacionales inherentes al servicio hospitalario.

DESCRIPTORES:
Autocuidado; Atención centrada en el paciente; Equipo de atención al paciente; Modelos de atención sanitaria; Participación del paciente; Servicios de salud

RESUMO

Objetivo:

Propor modelo de envolvimento do paciente no autocuidado no ambiente hospitalar, na perspectiva de pacientes e profissionais.

Método:

Estudo qualitativo baseado na Pesquisa Convergente Assistencial. Realizaram-se oito entrevistas com pacientes idosos e com nove profissionais que prestavam assistência aos pacientes participantes, em uma unidade de internação clínico-cirúrgica, de novembro de 2021 a maio de 2022. A análise dos dados seguiu as etapas apreensão, síntese, teorização e transferência.

Resultados:

Emergiram três categorias que ancoraram a elaboração do modelo hospitalar para envolvimento do paciente no autocuidado: Comunicação: o elemento fundamental para o envolvimento do paciente; Parceria entre paciente e equipe multiprofissional: o caminho para o envolvimento do paciente; e Aspectos organizacionais para o envolvimento do paciente com o seu cuidado: o olhar da equipe multiprofissional. A pesquisa possibilitou um espaço de diálogo com a equipe multiprofissional para a incorporação do modelo no processo assistencial.

Conclusão:

O modelo contempla a comunicação clara e efetiva, influenciada por questões intrínsecas do paciente e pelo processo de educação em saúde, sustentado por aspectos organizacionais inerentes do serviço hospitalar.

DESCRITORES:
Autocuidado; Assistência centrada no paciente; Equipe de assistência ao paciente; Modelos de assistência à saúde; Participação do paciente; Serviços de saúde

INTRODUCTION

Patient involvement in their care is one of the World Health Organization’s global objectives for the current decade (until 2030), as it is considered a safety barrier for reducing avoidable incidents11. World Health Organization (WHO). Global patient safety action plan 2021-2030: Towards eliminating avoidable harm in health care. Geneva, 2021 [cited 2023 Jul 15]. Available from: https://www.who.int/teams/integrated-health-services/patient-safety/policy/global-patient-safety-action-plan .
https://www.who.int/teams/integrated-hea...
. It consists of the individual’s ability to choose and actively participate in their care according to their reality through a cooperation process between patients, professionals and health institutions, aiming to improve care experiences22. Higgins T, Larson E, Schnall R. Unraveling the meaning of patient engagement: a concept analysis. Patient Educ Couns [Internet]. 2017 [cited 2023 Ago 10];100(1):30-6. Available from: https://doi.org/10.1016/j.pec.2016.09.002
https://doi.org/10.1016/j.pec.2016.09.00...
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There are models in the literature for patient involvement in their care aimed at chronic diseases33. Graffigna G, Barello S, Bonanomi A. The role of Patient Health Engagement Model (PHE-model) in affecting patient activation and medication adherence: A structural equation model. PLoS One [Internet]. 2017 [cited 2023 Jun 13]; 12(6):e0179865. Available from: : Available from: : https://doi.org/10.1371/journal.pone.0179865
https://doi.org/10.1371/journal.pone.017...
-44. Pomey MP, Lebel P, Clavel N, Morin É, Morin M, Neault C, et al. Development of patient-inclusive teams: toward a structured methodology. Healthc Q [Internet]. 2018 [cited 2023 May 13]; 21(esp):38-44. Available from: https://doi.org/10.12927/hcq.2018.25640
https://doi.org/10.12927/hcq.2018.25640...
, as this condition predisposes involvement55. Souza ADZ, Hoffmeister LV, Moura GMSS. Facilitadores e barreiras do envolvimento do paciente nos serviços hospitalares: revisão integrativa. Texto Contexto Enferm [Internet]. 2022 [cited 2023 Jun 16]; 31:e20210395. Available from: https://doi.org/10.1590/1980-265X-TCE-2020-0395pt
https://doi.org/10.1590/1980-265X-TCE-20...
. Furthermore, self-care66. Chan EY, Samsudin SA, Lim YJ. Older patients’ perception of engagement in functional self-care during hospitalization: a qualitative study. Geriatr Nurs [Internet]. 2020 [cited 2023 Jun 15];41(3):297-304. Available from: https://doi.org/10.1016/j.gerinurse.2019.11.009
https://doi.org/10.1016/j.gerinurse.2019...
, shared decision-making77. Rapport F, Hibbert P, Baysari M, Long JC, Seah R, Zheng WY, et al. What do patients really want? An in-depth examination of patient experience in four Australian hospitals. BMC Health Serv Res [Internet]. 2019; [cited 2022 Mar 12]; 19(1):38. Available from: https://doi.org/10.1186/s12913-019-3881-z
https://doi.org/10.1186/s12913-019-3881-...
, and assisted decision-making88. Shé EM, O’Donnell D, Donnelly S, Davies CP, Fattori F, Kroll T. “What bothers me most is the disparity between the choices that people have or don’t have”: a qualitative study on the health systems responsiveness to implementing the assisted decision-making (capacity) act in Ireland. Int J Environ Res Public Health [Internet]. 2020 [cited 2023 Mar 17]; 17(9):3294. Available from: https://doi.org/10.3390/ijerph17093294
https://doi.org/10.3390/ijerph17093294...
bring together patient involvement concepts.

Studies indicate that involving patients in self-care results in increased satisfaction and motivation, adherence to treatment, clear communication, shorter recovery time, reduced hospitalization costs, as well as improved safety in healthcare99. Teixeira CC, Bezerra ALQ, Paranaguá TTB, Afonso TC. Professionals’ beliefs in patient involvement for hospital safety. Rev Bras Enferm [Internet]. 2022 [cited 2023 Jan 18]; 75(4):e20210359. Available from: https://doi.org/10.1590/0034-7167-2021-0359
https://doi.org/10.1590/0034-7167-2021-0...
-1010. Nickel WK, Weinberger SE, Guze PA, et al. Principles for Patient and Family Partnership in Care: An American College of Physicians Position Paper. Ann Intern Med [Internet]. 2018 [cited 2023 Jan 21];169(11):796-9. Available from: https://doi.org/10.7326/M18-0018
https://doi.org/10.7326/M18-0018...
. It should be added that it promotes patient protagonism, autonomy in decision-making, a trust and empathy relationship, and professional-patient interaction from the perspective of health professionals, in addition to awareness of the risks during hospitalization99. Teixeira CC, Bezerra ALQ, Paranaguá TTB, Afonso TC. Professionals’ beliefs in patient involvement for hospital safety. Rev Bras Enferm [Internet]. 2022 [cited 2023 Jan 18]; 75(4):e20210359. Available from: https://doi.org/10.1590/0034-7167-2021-0359
https://doi.org/10.1590/0034-7167-2021-0...
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On the premise of involving patients in their care, it is recommended that both the professional and the patient enter into a harmonic process. To this end, the behaviors of professional facilitators to establish dialogue using easy-to-understand language, without scientific terms, attentive listening, demonstrating time availability for the patient and the ability to persuade can stimulate this process. The patient also has a role to play through questioning, learning, and consulting information, constituting characteristics which empower them in the care process55. Souza ADZ, Hoffmeister LV, Moura GMSS. Facilitadores e barreiras do envolvimento do paciente nos serviços hospitalares: revisão integrativa. Texto Contexto Enferm [Internet]. 2022 [cited 2023 Jun 16]; 31:e20210395. Available from: https://doi.org/10.1590/1980-265X-TCE-2020-0395pt
https://doi.org/10.1590/1980-265X-TCE-20...
,1111. O’Connor M, Watts KJ, Kilburn WD, Vivekananda K, Johnson CE, Keesing S, et al. A qualitative exploration of seriously ill patients’ experiences of goals of care discussions in Australian hospital settings. J Gen Intern Med [Internet]. 2020 [cited 2023 Mar 20];35(12):3572-80. Available from: https://doi.org/10.1007/s11606-020-06233-y
https://doi.org/10.1007/s11606-020-06233...
. In addition to professionals and patients, there are organizational factors of health services to be considered to promote patient involvement, such as support from leadership, availability of resources and strengthening permanent education99. Teixeira CC, Bezerra ALQ, Paranaguá TTB, Afonso TC. Professionals’ beliefs in patient involvement for hospital safety. Rev Bras Enferm [Internet]. 2022 [cited 2023 Jan 18]; 75(4):e20210359. Available from: https://doi.org/10.1590/0034-7167-2021-0359
https://doi.org/10.1590/0034-7167-2021-0...
,1212. Malloggi L, Leclère B, Le Glatin C, Moret L. Patient involvement in healthcare workers’ practices: how does it operate? A mixed-methods study in a French university hospital. BMC Health Serv Res [Internet]. 2020 [cited 2023 Mar 18];20(1):391. Available from: https://doi.org/10.1186/s12913-020-05271-w
https://doi.org/10.1186/s12913-020-05271...
.

The theme composes one of the four axes of the National Patient Safety Program (Programa Nacional de Segurança do Paciente - PNSP) on the national scene, which highlights the involvement of citizens in their safety, but is a challenge which involves a change in the culture of health services, professionals and users1313. Ministério da Saúde (BR). Portaria 529 de 01 de abril de 2013: Institui o Programa Nacional de Segurança do Paciente (PNSP) [Internet]. Brasília (BR): Ministério da Saúde; 2013 [cited 2022 Mar 12]. Available from: https://bvsms.saude.gov.br/bvs/saudelegis/gm/2013/prt0529_01_04_2013.html
https://bvsms.saude.gov.br/bvs/saudelegi...
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In this sense, considering the complexity of advancing patient involvement in their care, this study proposes an unprecedented model for the Brazilian hospital scenario based on the perspective of patients and professionals immersed in a different reality of the care process. This immersion is based on the methodological framework of Convergent Care Research.

Thus, this study had the following as its guiding question: How can patient involvement in their care in hospital services be modelled? To answer this, the following objective was defined: to propose a model for patient involvement in self-care in the hospital environment from the perspective of patients and professionals.

METHOD

This study presents Convergent Care Research (CCR) as a methodological reference, with an emphasis on participatory studies and intertwining theory with care practice. Dialogue and the researcher’s immersion in the practical field are inherent to this methodology1414. Trentini M, Paim L, Silva DGV, Peres MAA. Convergent care research and its qualification as scientific research. Rev Bras Enferm [Internet]. 2021[cited 2023 Mar 22]; 74(1): e20190657. Available from: https://doi.org/10.1590/0034-7167-2019-0657
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The main researcher is a clinical nurse in the inpatient unit, constituting the field of study in which the model was developed. Furthermore, she has knowledge and training in the patient experience and quality and safety in care area, which aligns with the attributes of a CCR study.

The study was conducted in a clinical-surgical inpatient unit that serves supplementary health patients at a public and university hospital located in the Southern Region of Brazil and linked to the Ministry of Education. Patient-centered care stands out in relation to the care model adopted at the institution, with a focus on quality and safety, giving it the title of being accredited by the Joint Commission International (JCI).

Data collection was performed from November 2021 to May 2022 through semi-structured interviews with an intentional sample, resulting in the elements to propose the hospital model for patient involvement in self-care. The interview participants were eight older adult hospitalized patients and nine professionals who directly provided care to patients, consisting of: two nurses, two nursing technicians, a social worker, a physiotherapist, a nutritionist, a doctor and a pharmacist.

The inclusion criteria for patients were: being 75 years of age or older, having been hospitalized for more than 48 hours, having a negative Confusion Assessment Method (CAM) scale, having a chronic disease and being literate. Patients with clinical instability at the time of the interview and conditions which made communication impossible were excluded from the study. The patient sample size was defined through data saturation, considered as when the information from the interviews began to be repeated1515. Minayo MCS. Amostragem e saturação em pesquisa qualitativa: consensos e controvérsias. Rev Pesq Qualitativa. [Internet]. 2017 [cited 2023 Mar 20];5(7):1-12. Available from: https://editora.sepq.org.br/rpq/article/view/82
https://editora.sepq.org.br/rpq/article/...
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Interviews with patients were conducted by the researcher herself in the patient’s private room and at a previously agreed time. They lasted approximately 50 minutes, with seven interviews attended by a family member accompanying the patient. One patient refused, as he was not willing to talk about the subject.

The census of patients admitted to the unit was first consulted considering the inclusion criteria in order to select patients. Afterwards, patients were invited to participate in the study.

It is understood that patient involvement in their care occurs in a unique way in certain scenarios and groups of patients. Furthermore, the World Health Organization (WHO) highlights that the estimate is that the number of people over 60 will increase from nine hundred million to two billion between 2015 and 2050, highlighting the significant growth in the number of individuals aged 80 or over 16, which can impact health services; therefore, there is a need to think about sustainable health systems. In turn, we chose to work with older patients over 75 years of age.

Regarding the number of professionals interviewed, it was decided to interview the multidisciplinary team that provided care to eligible patients in this study, seeking to include at least one professional from each area.

The inclusion criteria to select the professionals were: working in the hospital for more than six months, being part of the permanent contract staff, and working in care practice. The exclusion criteria included professionals who were on vacation, on leave or on leave at the time of data collection.

Six interviews took place at the hospital, in a reserved room and at a time agreed with the researcher, and three additional interviews via the Google Meet application, according to the participant’s preference, with conversations lasting 30 minutes. All interviews were recorded and later transcribed in full for the analysis process.

The professionals were selected after consulting the electronic medical record system, being those who had provided care to participating patients deemed eligible. The invitation to professionals was sent to the institutional email. The lack of response to four invitation attempts was interpreted as refusal to participate, resulting in a refusal.

The interviews followed pre-established scripts for patients and professionals. The instrument to conduct the interviews was constructed using the results of the integrative review designed to substantiate the study55. Souza ADZ, Hoffmeister LV, Moura GMSS. Facilitadores e barreiras do envolvimento do paciente nos serviços hospitalares: revisão integrativa. Texto Contexto Enferm [Internet]. 2022 [cited 2023 Jun 16]; 31:e20210395. Available from: https://doi.org/10.1590/1980-265X-TCE-2020-0395pt
https://doi.org/10.1590/1980-265X-TCE-20...
. The instrument was guided by the following themes: potentialities and challenges for patient involvement in their care; the communication process between patients and professionals; the patient’s previous experience of the health/illness process impacting involvement; and the environment and structure of the institution influencing the investigated subject. It is noteworthy that two pilot interviews were carried out and subsequently adaptations to the scripts.

The study was conducted according to the CCR1414. Trentini M, Paim L, Silva DGV, Peres MAA. Convergent care research and its qualification as scientific research. Rev Bras Enferm [Internet]. 2021[cited 2023 Mar 22]; 74(1): e20190657. Available from: https://doi.org/10.1590/0034-7167-2019-0657
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phases. The researcher experienced concerns in the design stage arising from care practice in line with dialogues with the multidisciplinary team and research in the literature, resulting in the research problem. Then scientific evidence was sought in the instrumentation phase to support decisions about choosing the study location, participants and data collection instrument.

In this process, the researcher planned how to conduct data collection together with the nursing team, minimizing interruptions in the unit’s care process. The scrutiny phase was conducted by conducting interviews with patients and professionals, enabling the researcher to involve professionals in the study, and leading to converging care with research.

Next, the transcribed interviews were read and the information was organized in the apprehension phase. The data was subsequently interpreted in the synthesis stage bringing together the relevant elements, with three categories emerging. The theorization process resulted in proposing a hospital model for patient involvement in self-care based on the elements discovered in the synthesis. The transfer stage enabled the meaning of the findings, seeking to contextualize them with the literature in similar situations, without generalizing to other contexts.

The study followed the ethical recommendations of regulations regarding the conduct of research involving human beings. After authorization from the Research Ethics Committee of the Hospital de Clínicas de Porto Alegre, data collection began by signing the Informed Consent Form (ICF). The data will be stored on the researcher’s personal and exclusive use computer for a period of five years.

The interviews with professionals were validated, except for one professional who did not return after forwarding the transcribed material. Interviews with patients could not be validated as participants were discharged from hospital.

The anonymity of the participants was ensured by coding the statements using the expressions “Pat.” (patient) and “Prof.” (professional), accompanied by numbers according to the chronological order of the interviews. The study followed the Consolidated Criteria for Reporting Qualitative Research (COREQ) guidelines1717. Tong A, Sainsbury P, Craig J. Consolidated criteria for reporting qualitative research (COREQ): a 32-item checklist for interviews and focus groups. Int J Qual Health Care [Internet]. 2007 [cited 2023 Mar 13];19(6):349-57. Available from: https://doi.org/10.1093/intqhc/mzm042
https://doi.org/10.1093/intqhc/mzm042...
(Figure 1).

Figure 1 -
Flowchart of the Convergent Care Research phases. Porto Alegre, RS, Brazil, 2022.

RESULTS

Participating patients were aged 76 to 90 years. Regarding their education level, three had incomplete secondary education; two, incomplete primary education; one, complete elementary education; and two had complete higher (post-secondary) education. The reasons for hospitalization were associated with surgical (75%) and clinical (25%) comorbidities, and the length of stay varied from two to 28 days.

The ages of the multidisciplinary team ranged from 34 to 61 years old. The time elapsed since they graduated was 10 to 39 years, and the time working at the institution varied from four to 32 years. Moreover, two of the professionals had a Doctorate degree; three had a Master’s degree; two had postgraduate degrees; and two had technical level degrees.

The analysis and categorization of the results enabled identifying themes and the subsequent creation of three categories: Communication: the fundamental element for patient involvement; Partnership between patient and multidisciplinary team: the path to patient involvement; and Organizational aspects present for patient involvement in their care: the perspective of the multidisciplinary team - the summaries of these categories are presented in Charts 1, 2 and 3, respectively.

Chart 1 -
Communication: the fundamental element for patient involvement, Porto Alegre/Rio Grande do Sul, Brazil, 2022.

Chart 2 -
Partnership between patient and multidisciplinary team: the path to patient involvement, Porto Alegre/Rio Grande do Sul, Brazil, 2022.

Chart 3 -
Organizational aspects present for patient involvement in their care: the perspective of the multidisciplinary team, Porto Alegre/Rio Grande do Sul, Brazil, 2022.

Speeches focusing on communication present terms or expressions that detail qualifying components, suggesting characteristics of communication that can promote engagement. In this sense, it was possible to recognize clear and effective communication, the use of language understandable to laypeople, considering the patient’s prior knowledge, at an appropriate time, with the incorporation of printed educational materials. Furthermore, the professional’s skills through sensitive listening, welcoming behavior, establishing harmony in dialogue with the patient, was also present in the interviews.

These findings show that elements intrinsic to the patient are present in the moments of care and influence their involvement and health education, resulting in a partnership between professionals and patients. However, the interviews showed that this movement does not only depend on professionals and patients, but also on aspects related to the culture and structure of hospital services, which give rise to the next category.

The organizational aspects mentioned in the interviews were markedly more frequent in the statements of professionals than of patients. The professionals understood that there is a culture under construction regarding the patient’s involvement in their care, although recognizing the presence of the hegemony of the biomedical model. Furthermore, they brought experiences from different contexts within the institution.

The professionals’ speeches mentioned that the size of the multidisciplinary team was not adequate to meet the patient’s demands, including those arising from the patient’s involvement in their care. On the other hand, the hospital structure in this unit was recognized as adequate for patient involvement.

Figure 2 summarizes the three categories that emerged from the study results, represented in a practical-care model in which clear and effective communication stands out as a fundamental element, influenced by intrinsic aspects of the patient and health education, favoring partnership between patients and multidisciplinary team, as well as health promotion, supported by organizational aspects of health services.

Figure 2 -
Hospital model for patient involvement in self-care. Porto Alegre/RS, Brazil, 2022.

DISCUSSION

The study revealed that communication permeated by clear and effective dialogue, with a language without scientific terms, and in a timely manner has the potential to value the patient’s knowledge and life experience, enabling their involvement in decision-making. These findings are consistent with the results of other studies that highlight the importance of these characteristics in communication for patient engagement44. Pomey MP, Lebel P, Clavel N, Morin É, Morin M, Neault C, et al. Development of patient-inclusive teams: toward a structured methodology. Healthc Q [Internet]. 2018 [cited 2023 May 13]; 21(esp):38-44. Available from: https://doi.org/10.12927/hcq.2018.25640
https://doi.org/10.12927/hcq.2018.25640...
,1111. O’Connor M, Watts KJ, Kilburn WD, Vivekananda K, Johnson CE, Keesing S, et al. A qualitative exploration of seriously ill patients’ experiences of goals of care discussions in Australian hospital settings. J Gen Intern Med [Internet]. 2020 [cited 2023 Mar 20];35(12):3572-80. Available from: https://doi.org/10.1007/s11606-020-06233-y
https://doi.org/10.1007/s11606-020-06233...
,1818. Andersson Å, Vilhelmsson M, Fomichov V, Lindhoff Larsson A, Björnsson B, Sandström P, et al. Patient involvement in surgical care-Healthcare personnel views and behaviour regarding patient involvement. Scand J Caring Sci [Internet]. 2021[cited 2023 Mar 09];35(1):96-103. Available from: https://doi.org/10.1111/scs.12823
https://doi.org/10.1111/scs.12823...
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In addition to the abovementioned characteristics, the professional’s ability to listen attentively, sensitively, with time and a welcoming and respectful behavior stands out in order to encourage the patient to participate in their care. This is imilar to the findings of another study in which these skills are identified as factors that favor establishing a trusting relationship between patient and professional1919. Butler JM, Gibson B, Schnock K, Bates D, Classen D. Patient perceptions of hospital experiences: implications for innovations in patient safety. J Patient Saf [Internet]. 2022 [cited 2023 Mar 14];18(2):e563-7. Available from: https://doi.org/10.1097/PTS.0000000000000865
https://doi.org/10.1097/PTS.000000000000...
and empathetic communication, anticipating the patient’s needs and positively influencing patient satisfaction2020. Trotta RL, Rao AD, McHugh MD, Yoho M, Cunningham RS. Moving beyond the measure: Understanding patients’ experiences of communication with nurses. Res Nurs Health [Internet]. 2020 [cited 2023 Feb 15];43(6):568-78. Available from: https://doi.org/10.1002/nur.22087
https://doi.org/10.1002/nur.22087...
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Additionally, it appears that it is important for the professional to encourage the patient to explore printed instruments to complement the information provided, as well as seeking to resolve the patient’s doubts. Corroborating these findings, an integrative review that described patient involvement strategies in hospital units highlighted the use of booklets and brochures to encourage patients to participate in their own care2121. Soares GC, Lima ECN, Correa AR, Marcatto JO, Simão DAS, Manzo BF. Strategies for involving patients and caregivers in patient safety actions: integrative review. REME - Rev Min Enferm [Internet]. 2021 [cited 2023 Feb 14];25:e-1418. Available from: https://doi.org/10.5935/1415.2762.20210066
https://doi.org/10.5935/1415.2762.202100...
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In addition to communication, participants pointed out that higher education favors patient involvement in self-care. In this sense, a study carried out in Brazil with patients with diabetes showed an association between lower education and less ability to carry out self-care measures with the feet2222. Lima LJL, Lopes MR, Botelho Filho CAL, Cecon RS. Evaluation of self-care with feet among patients with diabetes mellitus. J Vasc Bras [Internet]. 2022 [cited 2023 Jan 10]; 21:e20210011. Available from:Available from:https://doi.org/10.1590/1677-5449.210011
https://doi.org/10.1590/1677-5449.210011...
, which is in line with the findings of this study.

The patient’s experience and knowledge about their illness, the presence of the family accompanying the hospitalization, the existence of family members who are health professionals, and religion were all aspects cited by patients as capable of contributing to the path towards their involvement. From this perspective, a study carried out in the United States with hospitalized patients showed that involvement in care changes over the years, since patients take on more responsibilities as they get older since they have had more time to learn about their care, as well as more awareness of what is happening2323. Jerofke-Owen T, Dahlman J. Patients’ perspectives on engaging in their healthcare while hospitalised. J Clin Nurs [Internet]. 2019 [cited 2023 May 17];28(1-2):340-50. Available from: https://doi.org/10.1111/jocn.14639
https://doi.org/10.1111/jocn.14639...
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The presence of the family was also mentioned in other studies, favoring the patient’s safety and well-being2424. Costa DG, Moura GMSS, Moraes MG, Santos JLG, Magalhães AMM. Atributos de satisfação relacionados à segurança e qualidade percebidos na experiência do paciente hospitalizado. Rev Gaúcha Enferm [Internet]. 2020 [cited 2023 May 19];41(Spe):e20190152. Available from: https://doi.org/10.1590/1983-1447.2020.20190152
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, as well as encouraging them to participate in their care2525. Buljac-Samardzic M, Clark MA, van Exel NJA, van Wijngaarden JDH. Patients as team members: Factors affecting involvement in treatment decisions from the perspective of patients with a chronic condition. Health Expect [Internet]. 2022 [cited 2023 May 11];25(1):138-48. Available from: https://doi.org/10.1111/hex.13358
https://doi.org/10.1111/hex.13358...
. Furthermore, the presence of a family member with knowledge in the health field helps the patient to better understand the information during hospitalization1919. Butler JM, Gibson B, Schnock K, Bates D, Classen D. Patient perceptions of hospital experiences: implications for innovations in patient safety. J Patient Saf [Internet]. 2022 [cited 2023 Mar 14];18(2):e563-7. Available from: https://doi.org/10.1097/PTS.0000000000000865
https://doi.org/10.1097/PTS.000000000000...
. Another published study showed that spiritual beliefs helped improve self-care in hospitalized patients in Asia2626. Kamath DY, Bhuvana KB, Dhiraj RS, Xavier D, Varghese K, Salazar LJ, et al. Patient and caregiver reported facilitators of self-care among patients with chronic heart failure: report from a formative qualitative study. Wellcome Open Res [Internet]. 2020 [cited 2023 Feb 21];5:10. doi: doi: https://doi.org/10.12688/wellcomeopenres.15485.2
https://doi.org/10.12688/wellcomeopenres...
.

The importance of the patient being the protagonist in this journey is highlighted, taking the initiative to seek information, talk to family and friends, as well as share ideas with the professionals who provide care for a better understanding of their health process/ illness. This reasoning is aligned with the interpretation that the patient sometimes becomes an expert, as they seek everything they can to get to know their body better1919. Butler JM, Gibson B, Schnock K, Bates D, Classen D. Patient perceptions of hospital experiences: implications for innovations in patient safety. J Patient Saf [Internet]. 2022 [cited 2023 Mar 14];18(2):e563-7. Available from: https://doi.org/10.1097/PTS.0000000000000865
https://doi.org/10.1097/PTS.000000000000...
, taking more ownership of self-care.

It is noteworthy that patients cited television as a source of information, but highlighted that caution is needed to select the appropriate channels. A study carried out in the United States, but with adults aged 45 to 74, showed that participants sought information about their health from professionals (49%), followed by the internet (36%), television (31%), friends and family (21%). However, in the same study, people with medium and high literacy were more likely to seek information from health professionals and the internet, and less likely to use television2727. Yamashita T, Bardo AR, Liu D, Cummins PA. Literacy, Numeracy, and Health Information Seeking Among Middle-Aged and Older Adults in the United States. J Aging Health [Internet]. 2020 Jan-Feb [cited 2023 Jun 15] ;32(1):33-41. Available from: https://doi.org/10.1177/0898264318800918
https://doi.org/10.1177/0898264318800918...
. It is assumed that the divergence of the findings of the American study from this study carried out in Brazil may be related to the age of the participants, which included an age range equal to or greater than 75 years.

It is understood that health education can be another element for patient involvement, as in addition to providing a partnership relationship between the patient and the multidisciplinary team, it also empowers the patient in their self-care. The result of a study carried out in a hospital in Asia showed that education and training were considered facilitators for the self-care process in patients with chronic heart failure2626. Kamath DY, Bhuvana KB, Dhiraj RS, Xavier D, Varghese K, Salazar LJ, et al. Patient and caregiver reported facilitators of self-care among patients with chronic heart failure: report from a formative qualitative study. Wellcome Open Res [Internet]. 2020 [cited 2023 Feb 21];5:10. doi: doi: https://doi.org/10.12688/wellcomeopenres.15485.2
https://doi.org/10.12688/wellcomeopenres...
.

Another study in Brazil inferred that health education carried out by professionals is important for improving self-care for diabetic foot, contributing to a reduction in hospitalizations2222. Lima LJL, Lopes MR, Botelho Filho CAL, Cecon RS. Evaluation of self-care with feet among patients with diabetes mellitus. J Vasc Bras [Internet]. 2022 [cited 2023 Jan 10]; 21:e20210011. Available from:Available from:https://doi.org/10.1590/1677-5449.210011
https://doi.org/10.1590/1677-5449.210011...
. In addition to education, research in the Netherlands with patients with chronic conditions states that the relationship between patients and professionals drives patient involvement2525. Buljac-Samardzic M, Clark MA, van Exel NJA, van Wijngaarden JDH. Patients as team members: Factors affecting involvement in treatment decisions from the perspective of patients with a chronic condition. Health Expect [Internet]. 2022 [cited 2023 May 11];25(1):138-48. Available from: https://doi.org/10.1111/hex.13358
https://doi.org/10.1111/hex.13358...
.

When the educational process is successful in care practice, it contributes to a successful partnership between the patient and the multidisciplinary team. However, it is understood that this does not only depend on professionals and patients for its feasibility in practice, but also on the organizational aspects of the hospital service.

The results of the present study, with regard to organizational aspects are similar to the predominance of the hierarchy of medical control as a barrier to assisted decision-making77. Rapport F, Hibbert P, Baysari M, Long JC, Seah R, Zheng WY, et al. What do patients really want? An in-depth examination of patient experience in four Australian hospitals. BMC Health Serv Res [Internet]. 2019; [cited 2022 Mar 12]; 19(1):38. Available from: https://doi.org/10.1186/s12913-019-3881-z
https://doi.org/10.1186/s12913-019-3881-...
, lack of time88. Shé EM, O’Donnell D, Donnelly S, Davies CP, Fattori F, Kroll T. “What bothers me most is the disparity between the choices that people have or don’t have”: a qualitative study on the health systems responsiveness to implementing the assisted decision-making (capacity) act in Ireland. Int J Environ Res Public Health [Internet]. 2020 [cited 2023 Mar 17]; 17(9):3294. Available from: https://doi.org/10.3390/ijerph17093294
https://doi.org/10.3390/ijerph17093294...
,1818. Andersson Å, Vilhelmsson M, Fomichov V, Lindhoff Larsson A, Björnsson B, Sandström P, et al. Patient involvement in surgical care-Healthcare personnel views and behaviour regarding patient involvement. Scand J Caring Sci [Internet]. 2021[cited 2023 Mar 09];35(1):96-103. Available from: https://doi.org/10.1111/scs.12823
https://doi.org/10.1111/scs.12823...
, prioritization of other work activities1818. Andersson Å, Vilhelmsson M, Fomichov V, Lindhoff Larsson A, Björnsson B, Sandström P, et al. Patient involvement in surgical care-Healthcare personnel views and behaviour regarding patient involvement. Scand J Caring Sci [Internet]. 2021[cited 2023 Mar 09];35(1):96-103. Available from: https://doi.org/10.1111/scs.12823
https://doi.org/10.1111/scs.12823...
, and involvement ends up not being prioritized. The workload of professionals mentioned by the participants was also found in another study, and may be associated with inadequate sizing which affects the quality of care provided2828. Prates CG, Caregnato RCA, Magalhães AMM, Dal Pai D, Urbanetto JS, Moura GMSS. Cultura de segurança do paciente na percepção dos profissionais de saúde: pesquisa de métodos mistos. Rev Gaúcha Enferm [Internet]. 2021 [cited 2023 Mar 23];42:e20200418. Available from: https://doi.org/10.1590/1983-1447.2021.20200418
https://doi.org/10.1590/1983-1447.2021.2...
.

Furthermore, there is an incipient movement by leaders to encourage professionals to involve patients in their care. It is understood that leadership is one of the factors that influences forming a health safety culture, which is essential for motivating members of organizations2929. Fusari MEK, Meirelles BHS, Lanzoni GMM, Costa VT. Best leadership practices of nurses in hospital risk management: case study. Rev Gaúcha Enferm [Internet]. 2021 [cited 2023 Feb 12];42(Spe):e20200194. Available from: https://doi.org/10.1590/1983-1447.2021.20200194
https://doi.org/10.1590/1983-1447.2021.2...
. In this sense, it is important to encourage leaders so that a more proactive movement is possible, with a view to influencing the team to involve patients in self-care.

The structure of the institution as a peaceful environment with individual rooms providing privacy was considered favorable for involving patients in their care. The literature shows that the lack of resources and privacy for conversations with patients and family members negatively interfere with assisted decision-making77. Rapport F, Hibbert P, Baysari M, Long JC, Seah R, Zheng WY, et al. What do patients really want? An in-depth examination of patient experience in four Australian hospitals. BMC Health Serv Res [Internet]. 2019; [cited 2022 Mar 12]; 19(1):38. Available from: https://doi.org/10.1186/s12913-019-3881-z
https://doi.org/10.1186/s12913-019-3881-...
. The presence of different sounds, lighting and routines in the hospital environment are aspects that interfere with the patient’s well-being3030. Schenk EC, Bryant RA, Van Son CR, Odom-Maryon T. Perspectives on patient and family engagement with reduction in harm: the forgotten voice. J Nurs Care Qual [Internet]. 2019 [cited 2023 Mar 20];34(1):73-9. Available from: https://doi.org/10.1097/ncq.00000000000003
https://doi.org/10.1097/ncq.000000000000...
.

Given these results, the methodological choice of CCR enabled this study to include an analysis and reflection of different perspectives - from patients and professionals - on the investigated topic, and concomitantly involving the nursing team in developing the study. Another strong point is that the interviews with patients were conducted close to the date of hospital discharge, and so the participants reported recent experiences of the hospital admission process.

Regarding the limitations of the study, patients aged 75 years or over and who were part of the supplementary health system were interviewed, patients from other age groups or users of the Unified Health System (Sistema Único de Saúde - SUS) were not included, as it is understood that involvement can occur uniquely in certain groups and contexts.

Also, the methodological transfer stage is still being defined with sector leaders, so that the model for patient involvement in self-care is incorporated into the institution’s work dynamics. It is unfeasible to carry out this process with the patients who participated in the study, since many do not live in the city where the study took place.

It is also noted that the terminology “patient involvement in their care” was used in the interviews, realizing that some patients reported having no understanding of this subject. However, their vast knowledge was noted in reporting their experiences during the dialogue.

Although the theme has been gaining prominence in recent years, the literature is still in its infancy in the Brazilian context, which represents a limitation for exploring other strategies in different scenarios.

CONCLUSION

The present study highlights that the hospital model for patient involvement in self-care can contribute to develop an organizational culture with an emphasis on patient involvement in their care and adapted to the reality of each service, according to different scenarios.

As additional elements to the theoretical model already known in the literature, the family being a healthcare professional, the use of television by patients as a source of research and the joint exploration by patients and professionals of printed educational material, such as folders and manuals made available by the institution stand out. The patient’s involvement in their self-care during hospitalization may have repercussions for promoting their health.

From this perspective, the patient’s involvement in their care is not limited to the hospitalization period, but can bring benefits to their future quality of life. It is important that involvement is recognized as a philosophy of care, in which the union of efforts of patients, professionals and the institution becomes a fundamental requirement for a new healthcare scenario.

As contributions, the construction of the proposed model based on CCR, in addition to the direct benefits of its application promoted awareness of participants about the investigated topic, including both professionals and patients. Above all, it was observed that professionals began to demonstrate greater engagement in patient self-care guidelines, sensitive listening, and as far as possible, taking the time necessary to establish a fruitful dialogue.

It should be added that the results offer support for including the topic in professional training, in addition to supporting management practices of hospital services, in order to leverage strategies for patient involvement in the care process. In this sense, intrinsic aspects of patients and communication skills necessary for professionals who direct health education for health promotion stand out, as well as institutional aspects, such as the current culture and leadership model, the structure offered and team sizing.

It is suggested that future studies be performed to test the proposed model in other hospital scenarios to advance the patient’s involvement in their care for a safe care practice.

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    » https://doi.org/10.1590/1983-1447.2021.20200194
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    » https://doi.org/10.1097/ncq.00000000000003

NOTES

  • ORIGIN OF THE ARTICLE

    Article extracted from the thesis - Envolvimento do paciente com o seu cuidado no contexto hospitalar: A proposição de um modelo, linked to the Postgraduate Nursing Program of the Universidade Federal do Rio Grande do Sul, in 2022.
  • APPROVAL OF ETHICS COMMITTEE IN RESEARCH

    Approved by the Ethics Committee in Research of the Hospital de Clínicas de Porto Alegre da Universidade Federal do Rio Grande do Sul - HCPA UFRGS, opinion no. 4.929.033, CAAE: 49110921.5.0000.5327.

Edited by

EDITORS

Associated Editors: Leticia de Lima Trindade, Maria Lígia Bellaguarda. Editor-in-chief: Elisiane Lorenzini.

Publication Dates

  • Publication in this collection
    08 Jan 2024
  • Date of issue
    2023

History

  • Received
    17 July 2023
  • Accepted
    09 Oct 2023
Universidade Federal de Santa Catarina, Programa de Pós Graduação em Enfermagem Campus Universitário Trindade, 88040-970 Florianópolis - Santa Catarina - Brasil, Tel.: (55 48) 3721-4915 / (55 48) 3721-9043 - Florianópolis - SC - Brazil
E-mail: textoecontexto@contato.ufsc.br