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staff are to be able to use it in their everyday nursing care activity, it must be
well-structured and freely available. The importance of continuing education
and supervision in nursing documentation for development of a reliable source
of information was con®rmed by the present study.
Ó 1999 Blackwell Science Ltd, Journal of Advanced Nursing, 29(6), 1462±1473 1463
G. Hansebo et al.
The purpose of the present study was to compare the competence of the contact-person, including participation
content of nursing care documentation in nursing home in assessment and care planning.
wards before and after one year of intervention with All staff in the three nursing home wards were ®rst
supervision aimed at individualized and documented care. trained in using the RAI/MDS. Each team was then
separately supervised by the ®rst author for two hours
once a month during the intervention year. The nursing
THE STUDY
process (assessing, planning, implementing, evaluating)
(Yura & Walsh 1988) provided the pattern of the super-
Methods
vision, with RAI/MDS the basis for assessments. Nursing
Intervention wards diagnoses were not used, as staff were unfamiliar with that
The study was carried-out in three nursing home wards at concept and therefore did not want to use it. Instead, the
different locations in Sweden. These wards expressed an focus was on patient situations, which were described as
interest in implementing individualized care with the RAI/ patients' problems, needs and resources. One of the
MDS tool. They were traditionally staffed, at NH1 with 0á56 guiding principles of the caring team, when planning for
per bed, at NH2 with 0á76 per bed and at NH3 with 0á80 per the individual, was to involve him- or herself, the relatives
bed (all excluding night staff). The staff characteristics have and everyone in the caring team. It was seen as important
been further described by Hansebo et al. (1998). NH1 that knowledge about the patient was in focus and that
housed patients with multidiagnoses, including dementia everyone in the caring team was familiar with care
disorders. NH2 housed patients with dementia and NH3, planning for the individual. Since the caring team func-
patients with dementia who had disturbing behaviour. tioned as a team only during the day, it was important that
Numbers and characteristics of the patients at the start of the all staff were informed about what was planned. Docu-
study are shown in Table 1. Even though some of the mentation was carried out using the existing documenta-
patients died or were discharged and others were admitted tion systems of the wards.
into the nursing home wards during the intervention
period, the characteristics of the patients were similar. Documentation
The three wards used different handwritten documenta-
Intervention tion systems, all structured from the nursing process (in
The one-year intervention, with the implementation of daily notes only: patient situation, implementation and
individualized and documented care using the RAI/MDS evaluation). Before the intervention, patients' nursing care
as a basis, started with changing the ward organization documentation consisted of assessments of only some
into caring teams. There were three teams at NH1 and four patients and handwritten daily notes. After the interven-
teams at both NH2 and NH3. A registered nurse (RN), with tion, the documentation consisted of, in addition to daily
the primary obligation, was the leader and coordinator of a notes, assessments by RAI/MDS and nursing care plans.
team of 3±4 enrolled RN or nursing aides. Each caring The daily notes were reviewed retrospectively from the
team was responsible for a group of 7±8 patients and was month before the intervention. Afterwards, nursing care
on duty during the day on weekdays. A contact person plans were reviewed as were daily notes from the month
was chosen for each patient. This implied a responsibility after the intervention. Only RNs documented nursing care
for the patient's care from the viewpoint of professional before the intervention, in contrast to afterwards when
Table 1 Data on patients of the three groups at the start of the study
*De®ned from the RAI/MDS as physical function performance, in bed mobility, eating transfer, toilet use with a sum from 4
(independent)±18 (total dependent).
De®ned from the incorporated cognitive performance scale (CPS) in the RAI/MDS as level 0±1 = intact±borderline, level 2±3 = mild
impairment±moderate impairment, level 4±6 = moderately severe impairment±very severe impairment.
1464 Ó 1999 Blackwell Science Ltd, Journal of Advanced Nursing, 29(6), 1462±1473
Issues and innovations in nursing practice Nursing documentation
contact-persons participated in the documentation of also manually counted. Mean values were calculated as
nursing care plans. number per patient (Tables 2, 4a±d), and the results before
and after the intervention were compared. Changes are
Ethical considerations also shown as percentages (Table 2).
The study was approved by the Regional Research Ethical
Committe of the Karolinska Institute, Stockholm, Sweden Co-assessment
(multicentre study, 94:314). A random sample of 12 out of 57 nursing care plans
together with daily notes from the same patients were
rated independently by a RN after she had been trained in
Data analysis the coding procedure. To measure agreement between the
Daily notes RN and the author, the Pearson correlation analysis was
The nursing documentation was read through several used. The correlations (r) varied between 0á653 and 1á0. A
times to obtain an understanding of the content, and to total of 75% of the correlations had a r-value ³ 0á90 in
see if the documentation followed the form and structure nursing care plans and 66% in daily notes.
of the nursing process. A tendency was seen that daily
notes were often written without this consideration. The The Resident Assessment Protocols (RAPs)
®rst part of the analysis was therefore to label the text with In addition to RAI/MDS, the RAI system also consists of
`patient situation', `implementation' and `evaluation', the Resident Assessment Protocols (RAPs) seen in
respectively. The second was to classify the content within Table 5. Each RAP speci®es triggering factors that identify
each part of the process. A coding schedule was created for potential problems (Morris et al. 1991). The triggers refer
this classi®cation, based mainly on the RAI/MDS section to information obtained from particular RAI/MDS items or
titles, items and de®nitions, but supplemented with a few combinations of items. It is possible that triggered condi-
items (pain, rest/sleep, breathing/circulation) which were tions do not give cause for nursing care interventions, but
key words from the VIPS (Well-being, Integrity, Prevention a triggered condition may require further discussion to
and Security) documentation model, used in many places make it possible to con®rm whether a problem actually
in Sweden (Ehnfors et al. 1991). Furthermore, items from exists or not. Even if the RAPs were not used or included
the coding schedule used by FuraÊker & Sandman (1995) in training during the intervention in the present study, it
(temperature, medical problems) were added to make it became important after the analysis to compare the
possible to include the total content of the material. documented items in nursing care plans with triggered
`Patient situations' dealt with needs and problems as seen RAP items. To obtain RAP triggered items, a computerized
in Table 3. Within `implementations and evaluations' the ¯ow chart program was used, based on assessment
themes nursing care, medical treatment, examination/ variables. Owing to the inclusion of the RAP items, the
bandaging and consultations became obvious. Medical coding scedule was supplemented with `dehydration',
treatment concerned medication given, and examinations `psychopharmacological drugs' and `physical restraints',
could involve teeth, hearing, vision or X-ray. `Consulta- and other items were separated (communication and
tion' concerned phone contact or referral to physician, vision, mood and behaviour). Another coding of the
dietician, physical or occupational therapist. nursing care plans was then made allowing an individual
comparison with triggered RAPs to be made.
Ó 1999 Blackwell Science Ltd, Journal of Advanced Nursing, 29(6), 1462±1473 1465
G. Hansebo et al.
Table 2 Mean value of number of notes, parts of the nursing process and themes per patient, before and after the intervention and changes in the wards, respectively and in total a strong increase, which was most prominent in NH1, but
% change
was however about the same per patient in the three
nursing home wards after the intervention. `Medical
101
101
114
134
111
295
94
88
61
19
63
42
treatment', however, was the biggest theme of all docu-
change mented implementations. It increased after intervention,
except in NH2 where a 26% decrease was seen. As for
2á40
0á16
0á15
0á91
1á18
3á18
0á51
0á23
0á76
1á68
3á16
2á62
`evaluation', about the same increase could be seen as for
`nursing care' and `medical treatment'. Despite the
after
4á79
0á33
0á32
1á82
2á32
8á37
0á89
0á44
4á79
2á25
8á21
8á84
2á39
0á17
0á17
0á91
1á14
5á19
0á38
0á21
Total
4á03
0á57
5á05
6á22
202
111
342
77
51
71
56
46
)28
79
36
)52
tion.
change
1á99
0á14
0á15
0á43
)0á08
1á50
3á56
0á36
1á64
1á71
3á65
2á14
14
2á58
0á07
0á29
0á86
1á36
5á00
0á64
0á29
3á57
0á50
4á64
6á00
NH3
86
187
60
84
78
13
24
16
)26
)1á75
1á44
0á48
2á24
2á64
9á12
1á12
0á68
5á08
2á24
9á36
after
23
21
32
1á43
0á05
0á14
0á62
0á62
2á19
0á38
0á14
1á29
0á38
Number of patient situations 2á62
3á29
NH1
Consultings
Consultings
Total mean
Total mean
1466 Ó 1999 Blackwell Science Ltd, Journal of Advanced Nursing, 29(6), 1462±1473
Issues and innovations in nursing practice Nursing documentation
Table 3 Documented items within patient situation, in daily notes and nursing care plans in total from the three wards, number (n) and
percent
Patient situation n % n % n %
Cognition 1 0 0 0 102 14
Communication 0 0 0 0 113 16
Physical function 2 1 4 1 173 25
Continence/elimination 67 23 78 17 91 13
Psycho/social wellbeing 2 1 10 2 26 4
Mood/behaviour 75 26 94 20 40 6
Activities 13 4 15 3 39 6
Falls 10 3 15 3 0 0
Nutrition 1 0 18 4 43 6
Oral/dental care 3 1 10 2 11 2
Skin/mucous membrane 23 8 43 9 43 6
Pain 25 9 49 10 5 1
Breathing/circulation 16 5 39 8 3 0
Sleep/rest 42 14 38 8 0 0
Temperature 8 3 24 5 0 0
Night needs 0 0 0 0 14 2
Medical problem 5 2 15 3 0 0
Miscellaneous 0 0 16 3 0 0
Ó 1999 Blackwell Science Ltd, Journal of Advanced Nursing, 29(6), 1462±1473 1467
G. Hansebo et al.
Table 4. a. Items within patient situation, number (n) and mean value per patient in nursing care plans, in the wards respectively and
in total. b. Items within goal, number (n) and mean value per patient in nursing care plans, in the wards respectively and in total. c.
Items of nursing care and medical treatment within implementation, number (n) and mean value per patient in nursing care plans, in
the wards respectively and in total. d. Items of nursing care and medical treatment within evaluation, number (n) and mean value per
patient in nursing care plans, in the wards respectively and in total
1468 Ó 1999 Blackwell Science Ltd, Journal of Advanced Nursing, 29(6), 1462±1473
Issues and innovations in nursing practice Nursing documentation
Table 4 (Continued)
Medical treatment*
Continence/elimination 16 0á9 11 0á4 13 0á9 40 0á7
Skin/mucous membrane 4 0á2 2 0á1 1 0á1 7 0á1
Pain 1 0á1 0 0á0 0 0á0 1 0á0
Sum 21 1á2 16 0á6 21 1á5 58 1á0
(d) Evaluation
Nursing care
Cognition 5 0á3 27 1á1 18 1á3 50 0á9
Communication 10 0á6 32 1á3 20 1á4 62 1á1
Physical function 31 1á7 49 2á0 28 2á0 108 1á9
Continence/elimination 19 1á1 19 0á8 27 1á9 65 1á1
Psycho/social well being 4 0á2 10 0á4 10 0á7 24 0á4
Mood/behaviour 5 0á3 11 0á4 14 1á0 30 0á5
Activities 7 0á4 10 0á4 12 0á9 29 0á5
Nutrition 16 0á9 13 0á5 8 0á6 37 0á6
Oral/dental care 2 0á1 5 0á2 2 0á1 9 0á2
Skin/mucous membrane 15 0á8 9 0á4 5 0á4 29 0á5
Pain 1 0á1 2 0á1 0 0á0 3 0á1
Breathing/circulation 0 0á0 2 0á1 0 0á0 2 0á0
Night needs 2 0á1 0 0á0 14 1á0 16 0á3
Sum 117 6á5 189 7á6 158 11á3 464 8á1
Medical treatmenty
Continence/elimination 2 0á1 2 0á1 0 0á0 4 0á1
Sum 2 0á1 2 0á1 0 0á0 4 0á1
not be made with any con®dence. Since the review facilitate a common terminology for the assessment of
consisted of nursing documentation from three locations patients through the de®nition of items. It could be
in Sweden, it probably re¯ects the content of documented helpful for staff in the care of elderly to articulate the
nursing care in Swedish nursing home wards. nature of nursing practice in nursing records, since it
A structured assessment of patients in the three nursing maybe dif®cult to express in writing, small nuances of
home wards was poorly carried out before the interven- change in many patients' conditions (Howse & Bailey
tion, and this is in line with other studies (Sutcliffe 1990, 1992). However, it is important to emphasize the need for
Davis et al. 1994). From another part of the main project de®nitions to be integrated and internalized by staff, thus
Hansebo et al. (1998) reported that the staff of the three making these de®nitions a valid source of data in nursing
wards, in answers to a questionnaire, expressed that using records.
the RAI/MDS made them more aware of the importance of Though psycho-social well being was represented in the
making speci®c individual assessments, and of focusing RAI/MDS in the present study, the documentation did not
patients' needs, problems and resources. This might also verify it as a priority of the delivered nursing care. In
contribute to positive team interaction and facilitate what addition, mood, behaviour and activities were infrequent-
could not be accomplished on an individual basis. This is ly represented in nursing care plans. The need for focus-
corroborated by a study by Edelstein (1990). ing on psycho-social wellbeing as essential for
A common language with properly de®ned terms is comprehensive care quality has been emphasized by
necessary to facilitate the interpretation of documented 4 Heafey et al. (1994). Ron & Bar-Tal (1993) and Davis et al.
nursing care, and thereby to increase the reliability of (1994) held that RN put more emphasis on meeting
documentation (Petrucci et al. 1987, Mortensen 1993, patients' physical needs, saw these as the basic and
Granberg 1994, Hale et al. 1997). The RAI/MDS might obvious needs, and tended to overlook the nonphysical
Ó 1999 Blackwell Science Ltd, Journal of Advanced Nursing, 29(6), 1462±1473 1469
G. Hansebo et al.
Table 5 Manually documented items in nursing care plans (NCP) (I) and computerized, triggered RAP items (II), equalities (III),
differences (IV) and additionals (V)
Total n = 57
I II III IV V
Cognition 42 53 42 79 11 21 0 0
Vision 33 35 22 63 13 37 11 33
Communication 46 14 10 71 4 29 36 78
Physical function 49 39 34 87 5 13 15 31
Continence 48 48 41 85 7 15 7 15
Psychosocial well being 19 20 9 45 11 55 10 53
Mood 14 21 9 43 12 57 5 36
Behaviour 15 24 14 58 10 42 1 7
Activities 26 30 14 47 16 53 12 46
Falls 0 32 0 0 32 100 0 0
Nutrition 18 29 11 38 18 62 7 39
Dehydration 0 13 0 0 13 100 0 0
Dental care 10 34 7 21 27 79 3 30
Pressure ulcers 19 20 5 25 15 75 14 74
Psychopharmacological drugs 0 25 0 0 25 100 0 0
Physical restraints 0 13 0 0 13 100 0 0
Pain 5 0 0 0 0 0 5 100
Breathing/circulation 3 0 0 0 0 0 3 100
Night needs 9 0 0 0 0 0 9 100
Sum 356 450 218 48 232 52 138 39
needs. Henderson (1969) has in many ways provided a `Nursing diagnoses' were not used, as staff were not
model for the nursing profession, and probably in¯uenced familiar with the concept. Several authors have paid
RN in their attitudes towards their patients. Kihlgren et al. attention to nursing diagnoses; the tendency to avoid the
(1992), however, have shown that Henderson's 14 com- adoption of nursing diagnoses (Hogston 1997) and the lack
ponents had a physical orientation bias and therefore in of knowledge which could limit the provision of better
order to cover the content, the components had to be patient care (Sutcliffe 1990), as well as the importance of
supplemented when oral reports were analysed. Items 5 critical re¯ection (LuÈtzeÂn & Tishelman 1996), the impor-
presented in nursing care plans in the present study tance of the education level of staff for the formulation of
probably re¯ect reality in accordance with the activity at nursing diagnoses (Dobrzyn 1995) and the requirement of
the wards; RN in nursing homes are often single-handed high level of intellectual skills (Yura & Walsh 1988,
with few opportunities to cooperate with colleagues. This Carnevali & Thomas 1993). Thus it seemed important not
is perhaps a contributing factor priority being placed on a to confront RN in the three nursing home wards with the
patient's physical needs. The differences between wards concept at the time of the study.
in the priority of content in nursing care plans could The planning of nursing care is linked to evaluation,
perhaps also depend on staff attitudes, their education and it is important to have `goals' for each problem, need
and age (range 21±61) and patients' long periods of stay. or resource. Sutcliffe (1990) revealed in a literature review
NH1 differed from the other wards with less items of that goal setting was highlighted by all authors, and that
cognition and communication within `patient situations' goals had to be clearly written down so that care could be
(Table 4a), even though many patients in this ward were evaluated. In the present study, goals did not correspond
cognitively impaired with regard to their resources of to patient situations. The goals were sometimes formulat-
cognition. Both are of importance when structuring care ed in a broad way and little attempt was made to break
(Kihlgren et al. 1993, Weiler 1994). them down into component parts. This could disclose
1470 Ó 1999 Blackwell Science Ltd, Journal of Advanced Nursing, 29(6), 1462±1473
Issues and innovations in nursing practice Nursing documentation
dif®culties for the caring team to formulate goals in to make staff ask themselves why physical restraint is
measurable and speci®c terms. used in the ®rst place (Karlsson et al. 1998).
ÔImplementation' of nursing care in daily notes in- Dehydration is a well-known problem among elderly
creased most, especially in NH1 (Table 2). This could be people and it is important for staff to be alerted when it
due to the in¯uences from the documentation in nursing occurs (Steen 1996). Dehydration triggered in RAPs could
care plans. Daily notes about medical treatment still be seen behind the item of nutrition in nursing care plans.
dominated after the intervention, even though it decreased Psychopharmacological drugs were included in the items
in one ward. In fact, documented medical treatment could of mood and behaviour and not represented as a special
be adequate in relation to patient situations. It could also item (i.e. key word) in nursing care plans. However, due to
be explained by the context of medical dominance. the presence in daily notes and the impact these drugs
Documented Ôevaluations' in nursing care plans corre- have on patients' abilities to handle their daily lives, it
sponded in about 70% of documented implementations. would be important for RN to have psychopharamacolog-
In daily notes, evaluations increased, although they ical drugs in focus and to have alternative implementa-
represented only half of the implementations and did tions when care is planned. In contrast to triggered RAPs,
not always correspond with each other, the language was oral and dental care was relatively seldom recorded in
poor and did not specify or re¯ect the effect of a certain nursing care plans. The reason could be its perception as a
implementation. Part of the explanation must take into routine measure, not worth documenting. That dental
account the setting of goals as well as the fact that it is status has measurable positive and negative in¯uence on
dif®cult for staff to express evaluations in clear terminol- the lives of older adults is stressed by Strauss & Hunt
ogy. This could be because RN have traditionally used oral (1993). Nordenram et al. (1994) has also emphasized the
communication instead of documenting their expertise in need to have oral- and dental care in focus.
writing. This has also been pointed out by Parker & There were items in nursing care plans which were not
Gardiner (1992). triggered in the RAPs. These items often concerned
Clear daily notes could probably increase the quality of patients' remaining resources or needs for prophylactic
nursing care since they will the progress of the care care, which were important for staff to address because of
delivered. Even though daily notes increased in our study, these patients' vulnerable situations. RAPs seem to be too
it was dif®cult to see connections between documentation problem-orientated, and may be there is a risk that staff
in nursing care plans and the course in daily notes. In can be in¯uenced not to consider patients'remaining
agreement with Menenberg (1995), daily notes did not resources in the care planning.
re¯ect implementations based on identi®ed problems, The nursing process was used as a structure for the
needs or resources from nursing care plans. It seemed as if existing documentation models in the three nursing home
staff did not understand the utility and value of the wards. Davis et al. (1994) and McElroy et al. (1995) have
nursing process in daily notes. stressed that RN have a general lack of understanding of
the purpose and utility of the nursing process. Simmons &
Meadors (1995) maintains that the process in documenta-
Nursing care plans compared to RAPs
tion systems should be used to provide nursing care.
Falls, dehydration, psychopharmalogical drugs and phys- Thus, the supervision in the present study started from the
ical restraints were not at all represented in the plans assumption that the nursing process is a decision-making
(Table 5). However, these items, were not used as key- and problem-solving method (Sutcliffe 1990, Fitzpatrick
words in nursing care plans because, if they had, they could et al. 1992). In addition the supervision had as one of its
have in¯uenced staff attention. It is also important to aims to make staff understand the utility of the nursing
emphasize that RAPs appear to be overly sensitive in process.
triggering problems as a basis for care planning. According to the results of this study, although the
Falls could possibly be disregarded due to the fact that supervision and implementation of the RAI/MDS
patients were con®ned to wheelchairs. The risk of falls improved nursing documentation, it was still not suf®-
could also be accounted for under the item `physical cient. Though the instrument could be used to improve
function'. However, in daily notes falls were documented, assessments as a basis for planning nursing care, staff
which emphasizes the need for consideration of this skills and knowledge are necessary for clinical judgement
problem when patients' care is planned. Triggered RAPs in determining the appropriate nursing care. However, if
showed the existence of physical restraint whereas nurs- new knowledge is to be internalized, the need for con-
ing care plans did not. This probably disclosed a lack of tinuing education and supervision in nursing record
staff re¯ection. Studies have shown that the use of documentation is important, irrespective of the documen-
physical restraint was closely related to cognitive impair- tation system used (Yassin & Watkins 1993, Bernick &
ment and physical dependence (Karlsson et al. 1996, Richards 1994, FuraÊker & Sandman 1995, McElroy et al.
Ljunggren et al. 1997). However, it emphasizes the need 1995). It is also important to consider the structure of the
Ó 1999 Blackwell Science Ltd, Journal of Advanced Nursing, 29(6), 1462±1473 1471
G. Hansebo et al.
documentation system with questions such as: Is it a help FuraÊker C. & Sandman P.O. (1995) Dokumentation av psykogeriat-
or a hindrance? But it is also important to understand that risk omvaÊrdnad. En interventionsstudie (Documentation of
nursing records must not be so voluminous that they are psycho-geriatric nursing care. An intervention study). VaÊrd I
not used in practice. Norden 15, 20±25 (in Swedish).
Goodman C. (1992) Nursing Research in the US Today: Trends,
Professional care is re¯ected by professional documen-
Priorities, and Areas for Improvement. Swedish Medical Re-
tation, which should not only testify to what has been
search Council, Stockholm.
done, but should also effectively communicate a patient's Granberg A. (1994) Uttryck som anvaÈnds i journaler foÈr att
situation and progress, thus saving time for everyone. RN beskriva akuta foÈrvirringstillstaÊnd hos intensivvaÊrdspatienter
as leaders must, however, be made aware of their indi- (Expressions used in patient records to describe acute confu-
vidual roles and what is expected from them, since their sion among intensive care patients.). VaÊrd I Norden 14, 4±10 (In
attitudes are of importance when the content of care Swedish).
planning and thus of what is documented is determined. Hale C.A., Thomas L.H., Bond S. & Todd C. (1997) The nursing
record as a research tool to identify nursing interventions.
Journal of Clinical Nursing 6, 207±214.
Acknowledgements Hansebo G., Kihlgren M., Ljunggren G., Winblad B. (1998) Staff
The study was supported by the County Council of views on the Resident Assessment Instrument RAI/MDS in
nursing homes and the use of the Cognitive Performance Scale,
Stockholm and VaÊrdalstiftelsen. The authors are grateful
CPS, in different levels of care. Journal of Advanced Nursing
to Ms Monika Olsson RN for the coassessment of the
28, 642±653.
analysis of nursing documentation, Mattias O È hman for
Heafey M.L., Edwards P.A. & McLaughlin T.M. (1994) Developing
È berg BA for
advice on the data analysis and to Per-Arne O care plans for psychosocial nursing diagnoses. Ostomy/Wound
revising the English. Management 40, 18±26.
Henderson V. (1969) Basic Principles of Nursing Care. ICN,
Geneva.
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