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Quality of the documentation of the Nursing process in clinical decision support systems* * Paper extracted from doctoral dissertation “Usability Evaluation Nursing Process-Clinical Decision Support System”, presented to Universidade de São Paulo, Escola de Enfermagem, São Paulo, SP, Brazil.

Abstracts

Objective:

to compare the quality of the Nursing process documentation in two versions of a clinical decision support system.

Method:

a quantitative and quasi-experimental study of the before-and-after type. The instrument used to measure the quality of the records was the Brazilian version of the Quality of Diagnoses, Interventions and Outcomes, which has four domains and a maximum score of 58 points. A total of 81 records were evaluated in version I (pre-intervention), as well as 58 records in version II (post-intervention), and the scores obtained in the two applications were compared. The interventions consisted of planning, pilot implementation of version II of the system, training and monitoring of users. The data were analyzed in the R software, using descriptive and inferential statistics.

Results:

the mean obtained at the pre-intervention moment was 38.24 and, after the intervention, 46.35 points. There was evidence of statistical difference between the means of the pre- and post-intervention groups, since the p-value was below 0.001 in the four domains evaluated.

Conclusion:

the quality of the documentation of the Nursing process in version II of the system was superior to version I. The efficacy of the system and the effectiveness of the interventions were verified. This study can contribute to the quality of documentation, care management, visibility of nursing actions and patient safety.

Descriptors:
Decision Support Systems, Clinical; Nursing Process; Standardized Nursing Terminology; Electronic Health Records; Nursing Informatics; Technology Assessment, Biomedical


Objetivo:

comparar a qualidade da documentação do processo de enfermagem em duas versões de um sistema de apoio à decisão clínica.

Método:

estudo quantitativo, quase-experimental do tipo antes e depois. O instrumento utilizado para mensurar a qualidade dos registros foi o Quality of Diagnoses, Interventions and Outcomes Versão Brasileira, que possui quatro domínios e escore máximo de 58 pontos. Foram avaliados 81 registros na versão I (pré-intervenção), 58 registros da versão II (pós-intervenção) e comparados os escores obtidos nas duas aplicações. As intervenções consistiram em planejamento, implantação piloto da versão II do sistema, treinamento e acompanhamento dos usuários. Os dados foram analisados no software R, utilizando-se estatística descritiva e inferencial.

Resultados:

a média obtida na pré-intervenção foi de 38,24 e pós-intervenção, 46,35 pontos. Houve evidências de diferença estatística entre as médias dos grupos pré e pós-intervenção, visto que o valor-p foi menor que 0,001 nos quatro domínios avaliados.

Conclusão:

a qualidade da documentação do processo de enfermagem na versão II do sistema foi superior à versão I. A eficácia do sistema e a efetividade das intervenções foram comprovadas. Este estudo pode contribuir para a qualidade da documentação, gerenciamento do cuidado, visibilidade das ações de enfermagem e segurança do paciente.

Descritores:
Sistemas de Apoio a Decisões Clínicas; Processo de Enfermagem; Terminologia Padronizada em Enfermagem; Registro Eletrônico em Saúde; Informática em Enfermagem; Avaliação de Tecnologias de Saúde


Objetivo:

comparar la calidad de la documentación del proceso de Enfermería en dos versiones de un sistema de apoyo a la decisión clínica.

Método:

estudio cuantitativo y cuasi-experimental del tipo antes y después. El instrumento que se usó para medir la calidad de los registros fue la versión brasileña del Quality of Diagnoses, Interventions and Outcomes, que contiene cuatro dominios y puntaje máximo de 58 puntos. Se evaluaron 81 registros en la versión I (pre-intervención), 58 registros de la versión II (post-intervención) y se compararon las puntuaciones logradas en las dos aplicaciones. Las intervenciones consistieron en planificar, implementar de forma piloto la versión II del sistema, entrenar y realizar un seguimiento a los usuarios. Los datos se analizaron en el software R, utilizando estadística descriptiva e inferencial.

Resultados:

el promedio obtenido en el momento pre-intervención fue de 38,24 y en la post-intervención fue de 46,35 puntos. Se registraron evidencias de diferencia estadística entre los promedios de los grupos pre- y post-intervención, visto que el valor-p fue menor que 0,001 en los cuatro dominios evaluados.

Conclusión:

la calidad de la documentación del proceso de Enfermería en la versión II del sistema fue superior a la versión I. Se comprobó la eficacia del sistema y la efectividad de las intervenciones. Este estudio pudo contribuir para la calidad de la documentación, gerenciamiento de la atención, visibilidad de las acciones de Enfermería y seguridad del paciente.

Descriptores:
Sistemas de Apoyo de Decisiones, Clínicos; Proceso de Enfermería; Terminología Normalizada de Enfermería; Registros Electrónicos de Salud; Informática Aplicada a la Enfermería; Evaluación de la Tecnología Biomédica


Introduction

The Nursing Process (NP) systematizes the clinical evaluation, evidences clinical reasoning, decision-making and clinical judgment about the patient’s responses to life problems and processes. It is a methodological tool for the planning of assistance and documentation of the care plan. In addition, it integrates and organizes information, facilitates communication between the members of the interdisciplinary team, and contributes to quality of care and patient safety(11 Dal Sasso GTM, Barra DCC, Paese F, Almeida SRW, Rios GC, Marinho MM, et al. Computerized nursing process: Methodology to establish associations between clinical assessment, diagnosis, interventions and outcomes. Rev Esc Enferm USP. 2013;47(1):242-9. doi: https://doi.org/10.1590/S0080-62342013000100031
https://doi.org/10.1590/S0080-6234201300...
).

NP appeared in the United States in the 1950s, initially as a guide for nursing students. It was later adopted in the nursing services to give greater autonomy to the profession, to favor holistic care, and to provide continuity of care(22 Furuya RK, Andrade JS, Casagrande LDR, Rossi LA. Processo de enfermagem: a ideologia da rotina e a utopia do cuidado individualizado. In: Cianciarullo TI, Gualda DMR, Melleiro MM, Anabuki MH, organizadores. Sistema de assistência de enfermagem: evolução e tendências. 5 ed. São Paulo: Ícone; 2012. p.47-72).

In Brazil, from the work of Horta (1979), the NP was gradually inserted in the undergraduate curricula in Nursing and in the care practice. From Resolution 358/2009of the Federal Nursing Council (Conselho Federal de Enfermagem, COFEN), its application(33 Barros ALBL, Sanchez CG, Lopes JL, Dell'Acqua MCQ, Lopes MHBM, Silva RCG. Processo de enfermagem: guia para a prática. São Paulo: COREN-SP; 2015. 113 p-44 Brasil. Conselho Federal de Enfermagem. Resolução nº 358 de 15/10/2009. Dispõe sobre a sistematização da assistência de enfermagem e a implementação do processo de enfermagem em ambientes públicos e privados em que ocorre o cuidado profissional de enfermagem e dá outras providências. Diário Oficial da União. Brasília, 23 out 2009, Seção 1, p.179.) has become mandatory in all the environments where professional nursing care occurs.

However, documenting the stages of the NP is still a challenge for health institutions. A survey on the prevalence of documentation in hospitals, clinics and outpatient clinics administered by the Health Secretariat of the State of São Paulo showed that, of the 416 sectors studied, only 288 (69.3%) recorded four stages of the NP(55 Azevedo OA, Guedes ES, Araujo SAN, Maia MM, Cruz DALMD. Documentation of the nursing process in public health institutions. Rev Esc Enferm USP. 2019;53:e03471. doi: 10.1590 /s1980-220x2018003703471
https://doi.org/10.1590...
).

The NP documentation requires nurses to have knowledge about standardized concepts, rooted in scientific bases of the Nursing Classifications, also known as Standardized Language Systems (SLS)(66 Müller-Staub M, de Graaf-Waar H, Paans W. An internationally consented standard for nursing process-clinical decision support systems in electronic health records. Comput Inform Nursing. 2016;3411:493-502. doi: 10.1097 /CIN.0000000000000277
https://doi.org/10.1097...
). These systems provide the framework for organizing important concepts about diagnoses, interventions and outcomes. It even serves as a guide for the NP to be documented in unambiguous language, assists in clinical reasoning, manages care, inter-professional communication and decision-making(77 De Groot, K, Triemstra, M, Paans, W, Francke, AL. Quality criteria, instruments, and requirements for nursing documentation: A systematic review of systematic reviews. J Adv Nurs. 2019;75:1379-93. doi: doi.org/10.1111/jan.13919
https://doi.org/doi.org/10.1111/jan.1391...
).

SLSs are a prerequisite for the construction of Electronic Health Records (EHRs), aiming to retrieve information for research studies, statistical analysis, benchmarking, big data, data interoperability between the different health systems and, above all, to ensure continuity and quality of care(66 Müller-Staub M, de Graaf-Waar H, Paans W. An internationally consented standard for nursing process-clinical decision support systems in electronic health records. Comput Inform Nursing. 2016;3411:493-502. doi: 10.1097 /CIN.0000000000000277
https://doi.org/10.1097...
).

However, finding essential patient data from the perspective of Nursing in the EHRs or in the printed medical records is a major challenge. Research studies show that the quality of Nursing documentation varies from moderate to poor. This includes lack of information, limitations in diagnostic accuracy, inaccurate and redundant documentation(88 Müller-Staub M, Lavin MA, Needham I, van Achterberg T. Nursing diagnoses, interventions and outcomes - application and impact on nursing practice: systematic review. J Adv Nurs. 2006;56(5):514-31. doi: 10.1111/j.1365-2648.2006.04012.x
https://doi.org/10.1111/j.1365-2648.2006...

9 Paans W, Nieweg RM, van der Schans CP, Sermeus W. What factors influence the prevalence and accuracy of nursing diagnoses documentation in clinical practice? A systematic literature reviews. J Clin Nurs. 2011;20(17-18):2386-403. doi: 10.1111/j.1365-2702.2010.03573.x
https://doi.org/10.1111/j.1365-2702.2010...
-1010 Wang N, Hailey D, Yu P. Quality of nursing documentation and approaches to its evaluation: a mixed-method systematic review. J Adv Nurs. 2011;67(9):1858-75. doi: 10.1111/j.1365-2648.2011.05634.x
https://doi.org/10.1111/j.1365-2648.2011...
). Both the EHR and the paper record have problems related to content, process and structure criteria(55 Azevedo OA, Guedes ES, Araujo SAN, Maia MM, Cruz DALMD. Documentation of the nursing process in public health institutions. Rev Esc Enferm USP. 2019;53:e03471. doi: 10.1590 /s1980-220x2018003703471
https://doi.org/10.1590...
,1111 Akhu-Zaheya L, Al-Maaitah R, Bany Hani S. Quality of nursing documentation: paper-based health records versus electronic-based health records. J Clin Nurs. 2018;27(3-4):e578-e589. doi: 10.1111/jocn.14097
https://doi.org/10.1111/jocn.14097...
).

Nursing can benefit from the development and implementation of EHRs with SLS and Clinical Decision Support Systems (CDSSs). Decision support is a resource that provides access to clinical guidelines and protocols based on scientific evidence. In addition, it can support nurses in NP documentation and in the formulation of accurate diagnoses and effective interventions, which can contribute to highly significant and clinically relevant outcomes for the patient(66 Müller-Staub M, de Graaf-Waar H, Paans W. An internationally consented standard for nursing process-clinical decision support systems in electronic health records. Comput Inform Nursing. 2016;3411:493-502. doi: 10.1097 /CIN.0000000000000277
https://doi.org/10.1097...
,1212 Kutney-Lee A, Sloane DM, Bowles KH, Burns LR, Aiken LH. Electronic Health Record adoption and nurse reports of usability and quality of care: the role of work environment. Appl Clin Inform. 2019;10(1):129-39. doi: 10.1055/s-0039-1678551
https://doi.org/10.1055/s-0039-1678551...
).

In this context, the University Hospital of the University of São Paulo (Hospital Universitário da Universidade de São Paulo, HU-USP) in partnership with the School of Nursing of the University of São Paulo (Escola de Enfermagem da Universidade de São Paulo, EEUSP), developed a CDSS that had as its premise to support the documentation of the NP, the improvement of clinical reasoning in nurses and students, building evidence bases for the profession and promoting the development of research studies(1313 Peres HHC, Cruz DALM, Lima AFC, Gaidzinski RR, Ortiz DCF, Trindade MM, et al. Development Electronic Systems of Nursing Clinical Documentation structured by diagnosis, outcomes and interventions. Rev Esc Enferm. USP. 2009;43(spe2):1149-55. doi: doi.org/10.1590/S0080-62342009000600002
https://doi.org/doi.org/10.1590/S0080-62...
).

It is noteworthy that, in the development of this technological tool, there was the active participation of nurses from the HU-USP Nursing Department, EEUSP professors and undergraduate and graduate students. This system has been favoring the improvement of the quality of NP documentation and of assistance, of a humanized, individualized care centered on the client and the family. It was called Electronic Documentation System of the Nursing Process of the University of São Paulo (PROCEnf-USP®)(1313 Peres HHC, Cruz DALM, Lima AFC, Gaidzinski RR, Ortiz DCF, Trindade MM, et al. Development Electronic Systems of Nursing Clinical Documentation structured by diagnosis, outcomes and interventions. Rev Esc Enferm. USP. 2009;43(spe2):1149-55. doi: doi.org/10.1590/S0080-62342009000600002
https://doi.org/doi.org/10.1590/S0080-62...
).

The PROCEnf-USP® was organized according to a knowledge base anchored in the definitions of diagnoses and their components and follows the hierarchy of domains and classes, proposed by the unification of the structures of NANDA International (NANDA-I), NOC (Nursing Outcomes Classification) and NIC (Nursing Interventions Classification). This unification of the structures is known as NANDA-NOC-NIC Linkages or NNN Linkages(1313 Peres HHC, Cruz DALM, Lima AFC, Gaidzinski RR, Ortiz DCF, Trindade MM, et al. Development Electronic Systems of Nursing Clinical Documentation structured by diagnosis, outcomes and interventions. Rev Esc Enferm. USP. 2009;43(spe2):1149-55. doi: doi.org/10.1590/S0080-62342009000600002
https://doi.org/doi.org/10.1590/S0080-62...

14 Herdman TH, Kamitsuru S, editors. NANDA International Nursing Diagnoses: Definitions and Classification 2018-2020. 11th ed. New York: Thieme; 2017. 512 p.

15 Butcher HK, Bulechek GM, Dochterman J, Wagner CM. Nursing Interventions Classification (NIC).7th ed. Philadelphia: Elsevier; 2018. 512 p.

16 Moorhead S, Swanson E, Johnson M, Maas M. Nursing Outcomes Classification (NOC): Measurement of Health Outocomes. 6th ed. Philadelphia: Elsevier; 2018. 696 p.
-1717 Johnson M, Moorhead S, Bulechek G, Butcher H, Maas M, Swanson E. NOC and NIC Linkages to NANDA-I and Clinical Conditions: Supporting Critical Thinking and Quality Care. 3th ed. Philadelphia: Elsevier; 2011. 432 p.).

Version I of this system was implemented in 2009 at the Medical and Surgical Clinics, covering three (03) stages of the NP: Data Collection (Nursing History and Physical Examination), Nursing Diagnosis and Planning (Outcomes, without the use of Indicators, and Nursing Interventions). The Nursing Prescription was performed in the system; however, the scheduling and checking were performed in a handwritten manner. Nursing Evolution was conducted by hand, with the Nursing Diagnostics being attributed the following qualifiers: worsened, improved, unchanged and resolved.

PROCEnf-USP® Version II was implemented in October 2019, as a pilot project at the HU-USP Surgical Clinic. In this version, the 5 (five) stages of the NP were incorporated, namely: Data Collection (Nursing History and Physical Examination), Nursing Diagnosis, Planning (Outcomes, using the NOC Indicators, Nursing Interventions and computerized scheduling of the Nursing Prescription), Implementation (prescription check and computerized Nursing Annotation), and Nursing Evolution with NOC Outcome Indicators, used to measure the results achieved.

A free text space was also available for version II of the system on the Evaluation Summary screen, in which the nurse can record important information about the patient, discharge guidelines and conditions for intra- and extra-hospital transfer.

It is worth considering that the two versions of the system have mechanisms that prevent the user from progressing in the evaluation if at least one Nursing Outcome, Indicator, Intervention and Prescription activity is not selected for each Diagnosis. These requirements were defined in the system design phase and were adopted both in version I and in version II.

In view of the incorporation of new functionalities, evaluating the usability of this system to document NP is an important challenge and objective, due to the moral and ethical responsibility with users, patients and health professionals. Thus, the minimization of errors, the increase in the quality of care and the safety of patients are guaranteed.

Usability is defined as “the extent to which a system, product or service can be used by specific users to attain objectives with effectiveness, efficiency and satisfaction in a specific use context”. Effectiveness refers to the “precision and integrity with which users attain specific objectives”(1818 International Organization for Standardization. ISO 9241:11: Ergonomics of human-system interaction - Part:11 Usability: definitions and concepts. [Internet]. Geneva: ISO; 2018 [cited May 28, 2020]. Available from: http://www.iso.org/standard/63500.html
http://www.iso.org/standard/63500.html...
).

This study is justified by the need for reliable academic research studies to demonstrate the usability of CDSS in the NP documentation. This is due to the fact that the implementation and deployment studies suggest that functionality and usability affect satisfaction, efficiency and effectiveness in clinical use.

The hypothesis of this study is that the nursing documentation in PROCEnf-USP® version II is more effective and has better quality when compared with version I of the system.

In this way, the present study was designed with the objective of comparing the quality of the NP documentation in two versions of a clinical decision support system.

Method

A quantitative and quasi-experimental study of the before-and-after type. In the quasi-experimental design, also known as “field experiment”, the researcher limits the influence and control over the selection of the study participants. In this type of study, the researcher cannot randomly assign participants and/or ensure that the selected sample is as homogeneous as desirable(1919 Levy Y, Ellis TJ. A guide for novice researchers on experimental and quasi experimental studies in information systems research. IJIKM. 2011;6:151-61. doi: doi.org/10.28945/1373
https://doi.org/doi.org/10.28945/1373...
).

In these surveys, the ability to fully control all the study variables and the implications of the intervention is limited. However, quasi-experimental studies provide fruitful information for advancing research. In addition, in numerous research studies, including those conducted in information systems research, randomization may not be feasible(1919 Levy Y, Ellis TJ. A guide for novice researchers on experimental and quasi experimental studies in information systems research. IJIKM. 2011;6:151-61. doi: doi.org/10.28945/1373
https://doi.org/doi.org/10.28945/1373...
).

The effectiveness of the system was determined by the precision and integrity with which the nursing team attained the objective of carrying out the NP documentation in versions I and II of the system. The interventions consisted of planning and implementing version II of the system, as well as in training and monitoring the team.

The study was developed in a public teaching hospital, with secondary care complexity, located in the West of the city of São Paulo. The unit selected to carry out the study and pilot implementation of version II of the system was the Surgical Clinic, an inpatient unit for adult patients, which has used version I of the system since 2009 and has the NP documentation strongly consolidated, being able to have the implementation results replicated in other units of the hospital.

The Surgical Clinic has 27 beds, with an annual occupancy rate of 89%. The staff is composed of 14 nurses, including the head of the section and the researcher, 28 nursing technicians/assistants, two of whom were on sick leave, one was in the process of rehabilitation and one was carrying out activities related to materials management.

The instrument used for data collection was the Brazilian version of Quality of Diagnoses, Interventions and Outcomes (Q-DIO), which consists of 29 items distributed in four subscales, each of which is scored on a three-point scale (0=Not documented, 1=Partially documented, and 2=Complete documentation). The minimum score is zero and the maximum is 58 points(2020 Linch GFC, Rabelo-Silva ER, Keenan GM, Moraes MA, Stifter J, Müller-Staub M. Validation of the Quality of Diagnoses, Interventions, and Outcomes (Q-DIO) Instrument for use in Brazil and the United States. Int J Nurs Knowl. 2015;26(1):19-25. doi: 10.1111/2047-3095.12030
https://doi.org/10.1111/2047-3095.12030...
).

The Nursing Diagnosis subscale as a process comprises 11 items, with a maximum score of 22 points, and addresses the accuracy of the nursing assessment related to Data Collection (patient’s history and physical examination)(2020 Linch GFC, Rabelo-Silva ER, Keenan GM, Moraes MA, Stifter J, Müller-Staub M. Validation of the Quality of Diagnoses, Interventions, and Outcomes (Q-DIO) Instrument for use in Brazil and the United States. Int J Nurs Knowl. 2015;26(1):19-25. doi: 10.1111/2047-3095.12030
https://doi.org/10.1111/2047-3095.12030...
).

The Nursing Diagnosis subscale as a product comprises eight items, with a maximum score of 16 points and addresses the accuracy of the nursing diagnoses when using standardized language or the precision of nursing problems, signs and symptoms when using standardized language(2020 Linch GFC, Rabelo-Silva ER, Keenan GM, Moraes MA, Stifter J, Müller-Staub M. Validation of the Quality of Diagnoses, Interventions, and Outcomes (Q-DIO) Instrument for use in Brazil and the United States. Int J Nurs Knowl. 2015;26(1):19-25. doi: 10.1111/2047-3095.12030
https://doi.org/10.1111/2047-3095.12030...
).

The Nursing Interventions subscale comprises three items, with a maximum score of six points, and addresses the effectiveness of nursing interventions on the etiology of the nursing diagnosis/problem(2020 Linch GFC, Rabelo-Silva ER, Keenan GM, Moraes MA, Stifter J, Müller-Staub M. Validation of the Quality of Diagnoses, Interventions, and Outcomes (Q-DIO) Instrument for use in Brazil and the United States. Int J Nurs Knowl. 2015;26(1):19-25. doi: 10.1111/2047-3095.12030
https://doi.org/10.1111/2047-3095.12030...
).

The Nursing Outcomes subscale comprises seven items, with a maximum score of 14 points, and measures the quality of the outcomes of patients sensitive to Nursing(2020 Linch GFC, Rabelo-Silva ER, Keenan GM, Moraes MA, Stifter J, Müller-Staub M. Validation of the Quality of Diagnoses, Interventions, and Outcomes (Q-DIO) Instrument for use in Brazil and the United States. Int J Nurs Knowl. 2015;26(1):19-25. doi: 10.1111/2047-3095.12030
https://doi.org/10.1111/2047-3095.12030...
).

As recommended in the tutorial for using the Brazilian version of Q-DIO, to compose the sample of the first stage a priority diagnosis was selected, relating it to the interventions and outcomes(2020 Linch GFC, Rabelo-Silva ER, Keenan GM, Moraes MA, Stifter J, Müller-Staub M. Validation of the Quality of Diagnoses, Interventions, and Outcomes (Q-DIO) Instrument for use in Brazil and the United States. Int J Nurs Knowl. 2015;26(1):19-25. doi: 10.1111/2047-3095.12030
https://doi.org/10.1111/2047-3095.12030...
).

Thus, it was decided to apply the Q-DIO to the Impaired Tissue Integrity nursing diagnosis, as it is first in the ranking of the ten (10) most frequent nursing diagnoses in the Surgical Clinic. This data was obtained from a report generated by Business Intelligence infoView – PROCEnf-USP®.

According to the Power Test Analysis, it was estimated that, regarding the minimum sample size, to confidently detect the relevance of the intervention effect, the Q-DIO should be applied to at least 10 nursing records at each stage.

For the selection of the sample of version I of the system, a report was issued regarding the hospitalizations that occurred in the Surgical Clinic in the years 2017 and 2018. The sample consisted of 81 nursing records that had a diagnosis of Impaired Tissue Integrity, whose patient’s length of stay was at least four days, as recommended by Q-DIO.

Likewise, in order to select the sample for version II of the system, a report was issued regarding the admissions to the Surgical Clinic in the period from November 15th, 2019 to January 10th, 2020.The sample consisted of 58 nursing records, which had a diagnosis of Impaired Tissue Integrity, whose length of stay was at least four days.

The data were collected by the researcher, in a private environment, ensuring the confidentiality of the information contained in the evaluated medical records. The quality of the records was assessed using the Brazilian version of the Q-DIO instrument, which measures the quality of the documentation and the links between Nursing Diagnoses, Outcomes and Interventions.

Prior to data collection, a pilot test was performed applying the Q-DIO to 10 nursing records. The first stage of the collection took place in the first half of 2019, retrospective to the years 2017 and 2018, referring to the records made in version I of the system. The second stage of the collection took place in January 2020, retrospective to the period from November 15th, 2019 to January 10th, 2020, referring to the records made in version II of the system.

It should be noted that the records from version I were partially computerized and were collected from the electronic system and from the printed medical records. The records from version II were fully computerized and collection was conducted online in the electronic system.

These records were made by all the nurses and nursing technicians working in the Surgical Clinic. Sociodemographic data were not collected from the patients or from the professionals who performed the records because the objective is not to compare the performance of professionals or establish subdivisions in groups.

The interventions consisted in planning and implementing version II of the system, as well as in training and monitoring of users. To plan the pilot implementation of version II of the system, some concepts were used from the PMBOK® Guide - A Guide to the Project Management Body of Knowledge, developed by the Project Management Institute® (PMI)(2121 Project Management Institute. A Guide to the Project Management Body of Knowledge (PMBOK(r) Guide). 6th ed. Newton Square: Global Standard; 2017.).

This is a standardization that identifies and conceptualizes processes, areas of knowledge, tools and techniques for project management. According to PMBOK®, the phases of a project are as follows: Initiation, Planning, Execution, Monitoring and Control, and Closure(2121 Project Management Institute. A Guide to the Project Management Body of Knowledge (PMBOK(r) Guide). 6th ed. Newton Square: Global Standard; 2017.).

In the Initiation phase, the project and the people involved (stakeholders) were defined, as well as a survey was conducted of the initial risks, which could be evident threats to the project. The main risks identified, which could have a negative impact on the project, were related to human and technological resources.

During this work, an economic crisis was experienced that reflected in the commitment of investments in human resources, reforms and maintenance of the physical structure, as well as in the technological updating of the hospital.

As is public knowledge, the University of São Paulo adopted in 2015 and 2017 the Incentive Program for Voluntary Dismissal (IPVD), as well as defined guidelines to be followed until 2022, represented by “Economic Sustainability Parameter” - Resolution No. 7344, 2017(2222 Universidade de São Paulo. Resolução 7344 de 30 de maio 2017. Dispõe sobre os Parâmetros de Sustentabilidade Econômico-financeira da USP. [Internet]. Diário Oficial do Estado, 1 jun 2017 [Acesso 28 mai 2020]. Disponível em: http://www.leginf.usp.br/?resolucao=resolucao-no-7344-de-30-de-maio-2017
http://www.leginf.usp.br/?resolucao=reso...
).

These factors implied a reduction in the nursing staff of the hospital, mainly in the number of nursing technicians. In the unit under study, several nursing technicians joined the IPVD, increasing the workload for the team. Therefore, this risk could not be managed at the time of data collection.

Another risk identified refers to the insufficient number of computers to use the software in daily tasks, mainly because it is a teaching hospital, with a large circulation of nursing, medical and resident students.

This risk was managed by the provision of two (02) notebooks installed in two carts at the bedside, exclusive for the nursing team, which remained in the unit during the pilot implantation, for testing and evaluation. These carts were provided by two different companies and remained in the Surgical Clinic during the testing and evaluation period. The notebooks were provided by the institution’s Nursing Department.

In the Planning phase, the Analytical Structure of the Project was created, in which the activities that would be conducted to carry out the pilot implementation were defined, such as: preparation of training sessions and tutorials, preparation of the environment, installation of the software in the computers, availability of carts at the bedside with notebooks, training, communication plan and face-to-face follow-up in the post-deployment period.

In the Execution phase, the training sessions for the professionals and the online tutorial videos on prescription checking, nursing evolution and the use of NOC outcome indicators were developed.

The training sessions carried out by the researcher, with support from the hospital’s Teaching and Quality Service and IT team, from September 9th to September 20th, 2019. There were 9 training sessions lasting 2 hours each, outside working hours, individualized by professional category, and composed of a theoretical and a practical part, in which the professionals used version II of the system. Fictitious patients were created to carry out the practical training, conducted in the academic environment of the system under approval.

In the links below you can view the training script for nurses and nursing technicians:

https://drive.google.com/file/d/15KL8gkTeegwgQNntdrBVkSFoQ1mYLTUH/view?usp=sharing

https://drive.google.com/file/d/1c4VPSzFQQrUHCbCBHMoIE1qSgOMNmijx/view?usp=sharing

In the link below you can access the demonstration video of version II of the PROCEnf-USP® system, where you can view the step-by-step documentation of the stages of the NP and the electronic check of the Nursing Prescription:

https://drive.google.com/file/d/1BTzpe4MVzp8ZMowqet3yiT0H5PXtRuSv/view?usp=sharing

The implementation of PROCEnf-USP® Version II took place on 10/28/2019. It was decided to deploy it gradually, first in one of the wards and, after one week, having it implemented in the entire clinic.

In the Monitoring and Control phase, system errors or “bugs” were identified and forwarded for resolution. All the corrective actions were monitored and controlled through tests in the system.

In the Closure phase, the follow-ups and pilot implementation were completed. The system is in operation and meeting the requirements of the NP documentation.

The data collected referring to the application of the Brazilian version of Q-DIO were stored in two Excel® spreadsheets, one for each stage. They were organized and analyzed with the aid of the R software(2323 R Core Team. R: A language and environment for statistical computing. [Internet]. Vienna: R Foundation for Statistical Computing; 2020 [cited May 28, 2020]. Available from: https://www.R-project.org/
https://www.R-project.org/...
). The categorical variables of Q-DIO (not documented, partially documented and complete documentation) were described using absolute and relative frequencies. The continuous and discrete quantitative variables were described by measures of central tendency (mean and median) and dispersion (standard deviation).

In order to estimate the significance of the difference between the means of the pre- and post-intervention groups (control and experimental), hypothesis tests were performed: Welch t test with two samples, Brunner-Munzel test, and Wilcoxon-Mann-Whitney test, as appropriate for data distribution. A significance level of 5% was adopted, that is, the results were considered significant if the p-value was below 0.05.

The research was conducted in accordance with the Regulatory Guidelines and Norms for Research Involving Human Beings (National Health Council Resolution 466 of 2012). The confidentiality and secrecy of the data was guaranteed, as well as the non-identification of the participants. The project was approved by the Research Ethics Committee of the University Hospital of the University of São Paulo, under CAAE number: 00636818.0.0000.0076. The Free and Informed Consent Term was used, which confirms the participation of the study subjects.

Results

A total of 81 and 58 records were evaluated before and after the intervention, respectively. The tables 1 to 5 show the percentage of items not documented, partially documented and with complete documentation at the pre- and post-intervention moments, as well as the scores obtained in the four domains and the total Q-DIO score.

Table 1
Distribution of the categorical variables in the Nursing Diagnosis as a Process domain of the Brazilian version of the Quality of Diagnoses, Interventions and Outcomes (Q-DIO) instrument, in the pre-intervention and post-intervention groups. São Paulo, SP, 2020
Table 2
Distribution of the categorical variables in the Nursing Diagnosis as a Product domain of the Brazilian version of the Quality of Diagnoses, Interventions and Outcomes (Q-DIO) instrument, in the pre- and post-intervention groups. São Paulo, SP, 2020
Table 3
Distribution of the categorical variables in the Nursing Interventions domain of the Brazilian version of the Quality of Diagnoses, Interventions and Outcomes (Q-DIO) instrument, in the pre-intervention and post-intervention groups. São Paulo, SP, 2020
Table 4
Distribution of the categorical variables in the Nursing Outcomes domain of Brazilian version of the Quality of Diagnoses, Interventions and Outcomes (Q-DIO) instrument, in the pre- and post-intervention groups. São Paulo, SP, Brazil, 2020
Table 5
Descriptive measures of the scores obtained at the pre- and post-intervention moments, according to the domains of the Brazilian version of the Quality of Diagnoses, Interventions and Outcomes (Q-DIO) instrument. São Paulo, SP, Brazil, 2020

According to Table 1, a reduction in the number of not documented items is observed in the post-intervention group (version II of the system). There is evidence that there was an improvement in the documentation in items 1 to 6, 9 and 10, given that the p-value was below the pre-established significance level (p<0.05).

There was no difference in the documentation of questions 7 and 8, as they remained undocumented in both stages.

According to Table 2, there is evidence of difference in the quality of documentation in items 14 and 15 of the post-intervention group (version II of the system), given that the p-value was below 0.05.

There was no statistical difference in the other questions evaluated because they were already close to the saturation level reaching 100% in the post-intervention group.

According to Table 3, there is evidence of a difference in the quality of documentation between the two versions of the system in item 20, given that the p-value was below 0.05. There was no statistical difference in the other questions evaluated because they were already close to the saturation level, reaching 100% in the post-intervention group.

According to Table 4, there is evidence of difference in the quality of documentation in items 25, 26 and 27 between the pre- and post-intervention groups, given that the p-value was below 0.05. There was no statistical difference in questions 23,24,28 and 29 because they remained 100% documented in versions I and II of the system.

It can be seen that, in item 27, the percentage of complete documentation was 72.41%, indicating that adjustments are still necessary for the documentation to reach higher levels of completeness.

As can be seen in Table 5, the mean Q-DIO score was 38.24 in the pre-intervention group and 46.35 in the post-intervention group. The p-value was below 0.001 in all the domains evaluated. With the pre-established significance level of 5%, there is statistical evidence that the quality of documentation was better in the post-intervention group.

Discussion

The Brazilian version of Q-DIO has as its main purpose to evaluate the quality of the documentation and the links between Nursing Diagnoses, Interventions and Outcomes(2020 Linch GFC, Rabelo-Silva ER, Keenan GM, Moraes MA, Stifter J, Müller-Staub M. Validation of the Quality of Diagnoses, Interventions, and Outcomes (Q-DIO) Instrument for use in Brazil and the United States. Int J Nurs Knowl. 2015;26(1):19-25. doi: 10.1111/2047-3095.12030
https://doi.org/10.1111/2047-3095.12030...
). According to the scores obtained in the application, the quality of the documentation was better in version II of the system, and there was a decrease in the percentage of undocumented items in all the domains evaluated.

Version II of the system obtained a mean score of 46.35 points, higher than a cross-sectional study carried out in two centers, in which Center one obtained a mean of 35.46 points and the Center two, 31.72 points(2424 Rabelo-Silva ER, Dantas ACC, Ramos MCGC, Lucena AF, Almeida MA, Linch GFC, et al. Advanced Nursing Process Quality: Comparing International Classification for Nursing Practice (ICNP) with the NANDA-International (NANDA-I) and Nursing Interventions Classification (NIC). J Clin Nurs. 2017;26(3-4):379-87. doi: 10.1111/jocn.13387
https://doi.org/10.1111/jocn.13387...
).

In the Nursing Diagnosis as a Process domain, the score obtained did not reach its maximum score because psychosocial aspects such as support network, description of emotions related to the health-disease process, use of coping strategies, and knowledge of the patient and family about the treatment, as well as aspects related to sexuality, hobbies and leisure activities, were partially documented or not documented.

The registration of this information is relevant, as from the identification of these aspects, the nurse is able to predict, detect, prevent and manage real or potential problems, clarify doubts and guide patients and families, in addition to allowing for the identification of patients in situations of social vulnerability that may require specific actions by nurses.

The nursing documentation must contain clinical content relevant to the location and clinical status of the patient, enabling the recording of health status, needs and responses to care, as well as supporting clinical reasoning and communication between the members of the care team, ensuring continuity of care(2525 Karp EL, Freeman R, Simpson KN, Simpson AN. Changes in Efficiency and Quality of Nursing Electronic Health Record Documentation After Implementation of an Admission Patient History Essential Data Set. Comput Inform Nurs. 2019 Feb 21. doi: 10.1097/CIN.0000000000000516
https://doi.org/10.1097/CIN.000000000000...
).

In the Nursing Diagnosis as a Product and Interventions and Nursing domains, the scores in version I were close to the maximum level. It is noteworthy that, in both versions, the system offers support for clinical decision, suggesting diagnoses (with defining characteristics and related factors) and nursing interventions, and has mechanisms that prevent the user from progressing in the evaluation if the documentation is incomplete.

The new functionalities of version II with computerized scheduling of the nursing prescription contributed to the increase in the score in the Nursing Intervention domain, the possibility of recording the care provided alongside the prescription check. This contribution generated an unequivocal record of who performed the care and how they performed it. If any prescription item is not performed, the system warns the users that they need to justify why.

Compared to conventional paper documentation, electronic health records produce clear and legible data that lends itself well to coders, computational analyses and health service research studies(2626 Otero Varela L, Wiebe N, Niven DJ, Ronksley PE, Iragorri N, Robertson HL, et al. Evaluation of interventions to improve electronic health record documentation within the inpatient setting: a protocol for a systematic review. Syst Rev. 2019;8(1):54. doi: 10.1186/s13643-019-0971-2
https://doi.org/10.1186/s13643-019-0971-...
).

However, the development of effective systems to document the NP is certainly difficult in the area of health and nursing informatics. Structural problems such as lack of data standardization, safety mechanisms that prevent the user from progressing without completing every item, lack of adequate training and resistance to the adoption of these systems are pointed out as factors that affect quality and usability(2626 Otero Varela L, Wiebe N, Niven DJ, Ronksley PE, Iragorri N, Robertson HL, et al. Evaluation of interventions to improve electronic health record documentation within the inpatient setting: a protocol for a systematic review. Syst Rev. 2019;8(1):54. doi: 10.1186/s13643-019-0971-2
https://doi.org/10.1186/s13643-019-0971-...
).

In the Nursing Outcomes domain, the increase in the score can be attributed to the introduction of the Nursing Outcome Indicators (NOC) with measurement scales in version II of the system. The possibility of free text entry on the Summary screen, in the Nursing Evolution space, also contributed to the results achieved in this domain, providing a global view of the patient and the outcomes achieved.

This study supports the application of new concepts in Nursing, through the use of outcome indicators to determine a goal for the patient, the family or the community. Baseline results are measured at the initial assessment and progress is measured at each new assessment.

However, a difficulty in applying the NOC is the absence of operational definitions for Likert indicators and scales, which can lead to disparities in the interpretation of their scores. One of the proposed solutions to solve this issue is the development of studies through consensus among specialists to develop conceptual and operational definitions for the outcome indicators(2727 Rodríguez-Acelas AL, Cañon-Montañez W, Mantovani VM, Figueiredo MS, Silva MB, Almeida MA. Resultado de enfermagem para avaliação da dor após artroplastia de quadril. Rev Cuid. 2019;10(2):e651. doi: https://doi.org/10.15649/cuidarte.v10i2.651
https://doi.org/10.15649/cuidarte.v10i2....
).

In the same context, a study that clinically validated the nursing outcome indicators of “Tissue Integrity: Skin and Mucous Membranes” and their conceptual and operational definitions, concluded that the use of indicators with definitions can contribute to a reliable and accurate assessment of tissue integrity and assist in measuring the effectiveness of the nursing care provided(2828 Chantal NMSM, Oliveira-Kumakura ARS, Moorhead S, Pace AE, Carvalho EC. Clinical Validation of the Indicators and Definitions of the Nursing Outcome "Tissue Integrity: Skin and Mucous Membranes" in People with Diabetes Mellitus. Int J Nurs Knowl. 2017;28(4):165-70. doi: 10.1111/2047-3095.12150
https://doi.org/10.1111/2047-3095.12150...
).

It is believed that the factors that contributed to the successful implementation of version II of the system are linked to the importance that the professionals attach to the NP in the institution, the efficacy of the system to document the NP and the effectiveness of the interventions related to user training and monitoring and system implementation with new features.

These results corroborate data from a systematic review, concluding that, although the initiatives implemented to improve the quality of documentation in the EHRs are really varied, the most successful interventions can be related to the training of the team and to the implementation of a new reporting system in EHR(2929 Wiebe N, Otero Varela L, Niven DJ, Ronksley PE, Iragorri N, Quan H. Evaluation of interventions to improve inpatient hospital documentation within electronic health records: a systematic review. J Am Med Inform Assoc. 2019;26(11):1389-400. doi: doi.org/10.1093/jamia/ocz081
https://doi.org/doi.org/10.1093/jamia/oc...
).

The importance of educational interventions was also verified in a study in which the Q-DIO was used to measure the quality of nursing records at the pre- and post-intervention moments. This process concluded that they were important to improve the quality of nursing care documentation and visibility(3030 Linch GFC, Lima AAA, Souza EN, Nauderer TM, Paz AA, Costa C. An educational intervention impact on the quality of nursing records. Rev. Latino-Am. Enfermagem. 2017;25:e2938. doi: doi.org/10.1590/1518-8345.1986.2938
https://doi.org/doi.org/10.1590/1518-834...
-3131 Adereti CS, Olaogun AA. Use of electronic and paper-based standardized nursing are plans to improve nurses' documentation quality in a Nigerian Teaching Hospital. Int J Nurs Knowl. 2019 Oct;30(4):219-27. doi: 10.1111/2047-3095.12232
https://doi.org/10.1111/2047-3095.12232...
).

As limitations of this study, it is pointed out that the data were collected immediately after the training and implementation of the second phase of the system. It is known that changes in the practice may require more time to develop.

It can be thought of the detection bias, since the researcher works with the system, and may in some way interfere in the evaluation of the outcome. There is also the previous literacy bias of the professionals, since they have used version I of the system since 2009. In addition, the institution has a strongly consolidated NP and continuously invests in training and development of the nursing team in clinical reasoning, critical thinking and in the use of the SLSs.

The results of this study can be used as reference data for the evaluation of computerized systems to document the NP, analysis of compliance of the documentation with the standards established in the literature and development of user-oriented systems. Such result contributes to the clinical practice, quality of care, visibility of Nursing as a profession, adequate dimensioning of nursing professionals, audit processes and assessments of care costs.

This assessment method can be applied in research studies to assess the quality of nursing records and audit processes, enabling adjustments to the NP documentation by means of educational interventions. These analyses will allow for periodic feedbacks to be offered to the nurses, in order to constantly support them in the practice of critical thinking and clinical reflection.

Conclusion

The results of this research confirmed the study hypothesis. According to the total score of the Brazilian version of Q-DIO, the users documented the NP more effectively in PROCEnf-USP® version II. There was a reduction in the percentage of items not documented in all the subscales evaluated. It was also possible to observe the effectiveness of the interventions, proving that team training and the deployment of a new system, with more functionalities, are factors that contribute to improve the quality of the NP documentation.

Acknowledgments

We thank Bernardo dos Santos for his collaboration in the statistical analysis of the data.

  • *
    Paper extracted from doctoral dissertation “Usability Evaluation Nursing Process-Clinical Decision Support System”, presented to Universidade de São Paulo, Escola de Enfermagem, São Paulo, SP, Brazil.

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    » https://doi.org/10.1111/2047-3095.12232

Edited by

Associate Editor: Maria Lúcia Zanetti

Publication Dates

  • Publication in this collection
    21 May 2021
  • Date of issue
    2021

History

  • Received
    28 May 2020
  • Accepted
    27 Aug 2020
Escola de Enfermagem de Ribeirão Preto / Universidade de São Paulo Av. Bandeirantes, 3900, 14040-902 Ribeirão Preto SP Brazil, Tel.: +55 (16) 3315-3451 / 3315-4407 - Ribeirão Preto - SP - Brazil
E-mail: rlae@eerp.usp.br