Standardization of Health Care Terminologies
16 © 2009 Springer Publishing Company DOI: 10.1891/1078-4535.15.1.16
Creative Nursing, Volume 15, Number 1, 2009
Work Complexity Assessment, Nursing Interventions Classification, and Nursing Outcomes Classification: Making Connections
Cindy A. Scherb, PhD, RN Alice P. Weydt, MS, RN
When nurses understand what interventions are needed to achieve desired patient out- comes, they can more easily defi ne their practice. Work Complexity Assessment (WCA) is a process that helps nurses to identify interventions performed on a routine basis for their specifi c patient population. This article describes the WCA process and links it to the Nursing Interventions Classifi cation (NIC) and the Nursing Outcomes Classifi cation (NOC). WCA, NIC, and NOC are all tools that help nurses understand the work they do and the outcomes they achieve, and that thereby acknowledge and validate nursing’s contribution to patient care.
A shortage of nurses in the United States has been documented since 1998 (Ulrich, Buerhaus, Donelan, Norman, & Ditt us, 2005). A nursing workforce that is aging (Ulrich et al., 2005), an aging population with increasing needs for health care services (American Association of Colleges of Nursing [AACN], 2008; Ulrich et al., 2005), and the inability of colleges and universities to meet grow- ing nursing enrollment needs (AACN) have been cited as major reasons for this shortage. The shortage has taken on new signifi cance in light of the Institute of Medicine reports on quality and patient safety (Institute of Medicine, n.d.) and descriptions of the work environment (Ulrich et al., 2005).
In this time of scarce resources, it is important to address the complexity of the work that nurses do, the outcomes of this work, and the interventions used to achieve these outcomes. Patient satisfaction, the ultimate outcome of care (Do- nabedian, 1966), is a crucial concern for nurses and, for some health care institu- tions, is tied to reimbursement (Centers for Medicare and Medicaid, 2008).
The nursing profession has developed tools to describe nursing practice and patient outcomes. When nurses understand what interventions are needed to achieve desired patient outcomes, they can more easily defi ne their practice. Work Complexity Assessment (WCA) is a process that helps nurses identify interventions performed on a routine basis for their specifi c patient population, using the Nurs- ing Interventions Classifi cation (NIC) system described below. Nursing Outcomes Classifi cation (NOC) is a system that measures nursing-sensitive patient outcomes. The purpose of this article is to link the WCA process to NIC and NOC.
Cindy A. Scherb, PhD, RN, is a profes- sor in the Graduate Nursing Programs at Winona State Univer- sity; a clinical nurse re- searcher at the Mayo Clinic in Rochester, Minnesota; and a fel- low in the Center for Nursing Classifi cation and Clinical Effective- ness at the University of Iowa. Her research areas include the ef- fectiveness of nurs- ing interventions and nursing contextual variables on patient outcomes.
Alice P. Weydt, MS, RN, is a consultant with Creative Health Care Management.
Making Connections 17
WORK COMPLEXITY ASSESSMENT
WCA was developed in the 1980s by consultants from Creative Health Care Man- agement to help nurses assess the delegation potential of specifi c tasks in order to maximize scarce nursing resources during a severe nursing shortage. Infused with professional practice concepts that focus on delegation, WCA addresses the fi t be- tween the work and the individuals performing it. WCA helps unit staff s defi ne professional practice and delineate the time, skills, and knowledge needed to per- form specifi c interventions within various categories or domains of care. Nurses identify interventions and activities in each domain that are performed for their particular unit’s patient population. This identifi cation process can be specifi c to nursing or can include the interdisciplinary team that cares for an identifi ed pa- tient population.
NURSING INTERVENTIONS CLASSIFICATION
The Nursing Interventions Classifi cation (NIC) was developed in 1987 at the Uni- versity of Iowa College of Nursing to describe nursing interventions performed on behalf of patients/clients. These interventions include direct and indirect care activities, nurse-initiated treatments, and physician-initiated treatments. NIC is comprehensive and thus can be used by all specialty areas in a variety of sett ings and by all levels of practitioners (Bulechek, Butcher, & Dochterman, 2008). The cur- rent NIC contains 542 interventions within a taxonomy of seven domains (physi- ological: basic, physiological: complex, behavioral, safety, family, health systems, and community) and 30 classes (Bulechek et al., 2008).
NIC defi nes a nursing intervention as “any treatment, based upon clinical judgment and knowledge, that a nurse performs to enhance patient/client out- comes” (Bulechek et al., 2008, p. 3). Each intervention includes a defi nition, a list of activities (specifi c behaviors or actions that need to be completed to implement the intervention), and background readings (Bulechek et al., 2008).
NURSING OUTCOMES CLASSIFICATION
The Nursing Outcomes Classifi cation (NOC) system was developed in 1997 by the University of Iowa College of Nursing to conceptualize, label, defi ne, and classify patient outcomes and indicators sensitive to nursing care (Iowa Outcomes Proj- ect, 2000). The current classifi cation system contains 385 nursing-sensitive patient outcomes within a taxonomy of seven domains (functional health, physio logic health, psychosocial health, health knowledge and behavior, perceived health, family health, and community health) and 31 classes (Moorhead, Johnson, Maas , & Swanson, 2008). A nursing-sensitive patient outcome is defi ned as “an individual, family, or community state, behavior, or perception that is measured along a con- tinuum in response to nursing intervention(s)” (Moorhead et al., p. 30).
Each outcome is defi ned more specifi cally by a group of associated indicators (observables needed to measure an outcome). Indicators refl ect diff erent dimensions or aspects of the more general outcome label; they are more specifi c outcomes that are especially useful for tracking responses to treatment during an active provider/ patient relationship (Iowa Outcomes Project, 2000). All outcome labels and indica- tors have an associated measurement scale or scales. A 5-point Likert scale is used for measurement, with 5 always the most desired state. It is recommended that an
In this time of
scarce resources,
it is important
to address the
complexity of the
work that nurses
do, the outcomes
of this work, and
the interventions
used to achieve
these outcomes.
18 Scherb and Weydt
outcome be measured at least on admission and at discharge or transfer to another unit or sett ing (Moorhead et al., 2008).
THE WCA PROCESS
WCA begins with the patient care unit or service completing and reviewing the Nursing Management Minimum Data Set (NMMDS) (Delaney & Huber, 1996). The NMMDS gives an overview of patient care unit characteristics (e.g., patient/ client population, nursing care staff demographic profi le, average daily census, patient care hours, and ancillary support services). During this process, a discus- sion of how patient care needs are communicated (e.g., the use of care plans), the relationships within the nursing and the interdisciplinary team, decision-making authority, and a review of the staffi ng patt erns are completed.
WCA uses NIC to describe the interventions performed for a unit’s patient population in a typical 24-hour period. The members of the patient care staff identify the NIC domains (major care categories), classes (subcategories of the major care categories), and interventions (within the classes of care) typically performed for their patient populations. Once the interventions are identifi ed, the knowledge and skills required to perform the interventions are determined. The activities of the intervention are analyzed and subdivided into tasks or into actions requiring critical thinking. This analysis is needed to determine which pieces of the work can be delegated and how this delegation is supported by the state’s Nurse Practice Act.
Time spent performing the interventions within each domain is then deter- mined. The two domains in which nurses typically spend the majority of their time are the physiological: complex domain and the health system domain.
THE VALUE OF THE WCA PROCESS IN IMPROVING PRACTICE
As nurses describe their interventions, they begin to understand how work can be done diff erently. Many have never questioned the rationale behind the way the work is done. The quality and value of time spent in documentation improves as nurses begin to recognize how this aff ects their time with patients. Using NIC and NOC in the care planning process can become a framework for documenta- tion and create a clearly defi ned roadmap for others to follow, thus enhancing communication.
When WCA is completed, nurses make recommendations to improve their practice based on what they have learned. Oft en the nurses want to limit the time spent on documentation, spending it instead on interpersonal interventions that build relationships between the staff , patient, and patient’s family. They begin to explore ways to collaborate more eff ectively with other disciplines that also play an important role in patient care. They also begin to realize how interpersonal rela- tionships among the members of the care teams aff ect how delegation is done.
CONNECTING PROCESS TO OUTCOMES
At this time, the WCA process incorporates NIC. We believe that there is an oppor- tunity to take this process one step further and link the NIC interventions to NOC,
Infused with
professional
practice concepts
that focus on
delegation, WCA
addresses the fi t
between the work
and the individuals
performing it.
Making Connections 19
The quality
and value of
time spent in
documentation
improves as
nurses begin
to recognize
how this affects
their time with
patients.
which connects nursing practice elements to patient outcomes. Patient satisfaction is a global outcome of care received and is important for nursing to monitor.
Hospitals measure patient satisfaction through a variety of methods ranging from individual patient feedback to external surveying processes (Ford, Bach, & Fott ler, 1997). Much att ention is given to the results, with repeated eff orts to raise patient satisfaction scores. Oft en, staff members do not understand how their in- dividual behavior and their practice norms are perceived by patients and families and how that perception is refl ected in satisfaction surveys. Nurses need to be more aware of patient perceptions and of how to meet patients’ needs (Chang, 1997).
Patients and families expect the staff caring for them to be competent (Larra- bee & Bolden, 2001), but what is important to them is the staff members’ interper- sonal skills (their ability to interact with patients and families), their att itude, and the caring behavior they exhibit. It is these factors that oft en determine patients’ overall satisfaction with their hospitalization and the likelihood that they would recommend the hospital to others (Creative Health Care Management, 2006). NRC Picker, an organization that develops and implements tools to measure the quality of patient care, has identifi ed several health success factors, including an orientation to care that encompasses the mind/body/spirit, a willingness to involve patients and families in determining their care, and the development of a healer/ caregiver relationship (Creative Health Care Management , 2006). If these elements are what patients and families want, then nursing needs to identify how they are refl ected in daily practice.
NOC includes an overall client satisfaction outcome with 17 specifi c elements. NOC defi nes client satisfaction as the “extent of positive perception of care pro- vided by the nursing staff ” (Moorhead et al., 2008, p. 247). The outcome is mea- sured on a scale from 1 (not at all satisfi ed) to 5 (completely satisfi ed). We selected this outcome as a tool to evaluate the results of what nurses report that they per- form in their practice on a daily basis.
WCA DATA FROM 17 MEDICAL-SURGICAL UNITS LINKED TO NOC INDICATORS
Table 1 represents the time nurses spent in each of the domains with a cor- responding NIC class and NIC interventions. These are then linked to the NOC client satisfaction indicators. The fi rst column is based on the average time spent in each NIC domain by each hospital cluster based on the WCA fi ndings. For in- stance, WCA 1, a cluster of several units within the same organization, spent an average of 3 hours in a 12-hour shift performing interventions in the physiological: basic domain. Column 2 is the NIC class, or major category of interventions, most oft en performed. Column 3 lists the interventions used most oft en when working in the corresponding class. Column 4 is the indicator under the client satisfaction outcome that corresponds to the NIC interventions. Every indicator for the NOC client satisfaction outcome is mapped to an NIC intervention.
Organizations could link these NOC indicators to their current patient satisfac- tion tool. This information would be valuable in raising nurses’ awareness of how their interventions infl uence patient perceptions. As the nurses in the WCA sessions analyzed the results, they realized that nursing interventions aff ect patient satisfac- tion. One nurse commented on the time actually spent on patient education: “I can’t believe we spend so litt le time doing this and usually do it as we are doing other
20 Scherb and Weydt
TABLE 1. Crosswalk of WCA Findings, NIC, and NOC Client Satisfaction Indicators
Hours Spent Within NIC Domains in a 24-Hour Period NIC Class NIC Intervention
Client Satisfaction Outcome Indicators
Physiological: Basic Domain WCA Group 1 6 WCA Group 2 5.4 WCA Group 3 5.18 WCA Group 4 4 WCA Group 5 2.7 WCA Group 6 5.28 WCA Group 7 3.12 WCA Group 8 6.84
Activity and exercise management
Exercise therapy: ambulation
Assistance to achieve mobility
Elimination management
Bowel management Urinary elimination
management
Care to maintain body functions
Physical comfort promotion
Nausea/vomiting management
Pain management
Relief of symptoms of illness
Care to control pain Self-care
facilitation Self-care assistance Bathing/hygiene
Assistance to achieve self care
Care to maintain cleanliness
Physiological: Complex Domain WCA Group 1 9.36 WCA Group 2 8.04 WCA Group 3 4.7 WCA Group 4 8.52 WCA Group 5 7.8 WCA Group 6 8.88 WCA Group 7 7.8 WCA Group 8 8.58
Drug management
Perioperative care
Tissue perfusion management
Drug administration
Preoperative Coordination
Surgical assistance Postanesthesia care Bleeding precautions Cardiac care Intravenous
insertion Intravenous therapy
Behavioral Domain WCA Group 1 3.76 WCA Group 2 2.88 WCA Group 3 1.74 WCA Group 4 4.56 WCA Group 5 4.2 WCA Group 6 4.08 WCA Group 7 4.8 WCA Group 8 3.78
Communication enhancement
Complex relationship building
Active listening
Concern for the client by the nursing staff
Integration of values into nursing care
Coping assistance
Spiritual support Emotional support Presence Truth telling
Assistance with spiritual concerns
Assistance with emotional concerns
Access to nursing staff Questions answered
completely Patient
education Teaching: disease
process Teaching:
individual
Instructions to improve understand- ing of illness
Instructions to im- prove participation in care
Making Connections 21
TABLE 1. (Continued )
Hours Spent Within NIC Domains in a 24-Hour Period NIC Class NIC Intervention
Client Satisfaction Outcome Indicators
Safety and Health System Domains WCA Group 1 5.88 WCA Group 2 7.22 WCA Group 3 6.62 WCA Group 4 6.4 WCA Group 5 9.3 WCA Group 6 5.76 WCA Group 7 7.2 WCA Group 8 4.8
Risk management
Environmental management
Surveillance: safety
Cleanliness of care environment
Care to prevent harm or injury
Health system management
Supply management
Staff development
Access to equipment/ supplies for care
Competence/knowl- edge and expertise of nursing staff
Health system me- diation
Patient rights protection
Cultural brokerage Discharge planning
Protection of legal/ human rights by nursing staff
Integrating values and nursing care
Coordination of care as the client moves from one sett ing to another
Client/family included in discharge planning
Family Domain Included in Behavioral Domain
Lifespan care Family support Concern for the family by nursing staff
things. This might make the patient feel like I am rushed.” Another nurse stated, “Look at how much time is spent documenting. I need to get comfortable doing this at the bedside instead of leaving the patient’s room. A third nurse said, “I want to be present and need to think about how I behave when I am with a patient.”
CONCLUSION
Nurses need to look at how they can do things diff erently. We need to identify the pertinent interventions and activities that registered nurses perform while utiliz- ing their critical thinking skills, as distinct from tasks that can be completed by un- licensed assistive personnel. WCA, NIC, and NOC are all tools that enable nurses to understand the work they do and the outcomes they achieve, thereby acknowl- edging and validating nursing’s contribution to patient care.
REFERENCES
American Association of Colleges of Nursing. (2008). Nursing shortage fact sheet. Re- trieved September 11, 2008, from htt p://www.aacn.nche.edu/Media/FactSheets/ NursingShortage.htm
We need to
identify the
pertinent
interventions
and activities
that registered
nurses perform
while utilizing
their critical
thinking skills,
as distinct from
tasks that can
be completed
by unlicensed
assistive
personnel.
22 Scherb and Weydt
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Correspondence regarding this article should be directed to Cindy A. Scherb, PhD, RN, at [email protected] or Alice P. Weydt at [email protected]