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T:\Books group\0657 Standards Patient Ed 4\public comment\Standards Patient Education 4 Draft.docx 1 Standards of Oncology Education: Patient/Significant 2 Other and Public (4th Edition) 3 Carol S. Blecher, MS, RN, AOCN®, APNC, CBCN 4 Anne M. Ireland, MSN, RN, AOCN® CENP 5 Joni L. Watson, MBA, MSN, RN, OCN® 6 Introduction 7 In 2013 the Oncology Nursing Society published a Statement on the Scope and Standards of 8 Oncology Nursing Practice – Generalist and Advanced Practice. Like the previous versions, it 9 defines the roles of oncology nurses and reflects ONS’s mission statement (Brandt, and 10 Wickham). The scope of oncology nursing care includes assessment, diagnosis, outcome 11 identification, planning, implementation and evaluation (Brandt, and Wickham). This mirrors the 12 ANA Standards of Professional Nursing Practice 2nd edition (2010). In Standard 5 13 (Implementation) of both the ANA and ONS documents it indicates that the registered nurse 14 provides education to promote health. 15 ONS believes that oncology nurses have the responsibility of developing, assessing, 16 implementing and evaluating educational programs for patients, their significant others, and the 17 public. The nurse should provide teaching and anticipatory guidance regarding cancer and its 18 treatment, including symptoms and side effects (APHON, 2009). Joint Commission (1992-2000) 19 in the section on Education Standards identifies the facts that the patient’s learning needs, 20 abilities, preferences and readiness to learn must be identified. They also emphasize the fact that 1 T:\Books group\0657 Standards Patient Ed 4\public comment\Standards Patient Education 4 Draft.docx 21 patient education is interactive, meaning that we must include the patient, significant other, and 22 the public and assure their interest in the programs. An important method of achieving this is by 23 incorporating “teach back” techniques into the educational process. In short the educator role is a 24 nursing responsibility (APHON, 2009; ANA, 2010; ONS, 2013; Home Health Nursing 25 Standards, 2007; Joint Commission 1992-2000) and a necessity for patients, their significant 26 others, and the public. 27 The Outcome Standards for Cancer Patient Education was first published by ONS in 1982, 28 followed by the Outcome Standards for Public Cancer Education in 1983. In 1989, the standards 29 were revised and consolidated into one document. These were again updated and revised in 1995 30 and 2004. 31 32 33 34 35 36 The purpose of this document is to provide comprehensive guidelines for nurses to: Develop, implement, and evaluate formal and informal patient/significant other education programs. Develop, implement, and evaluate formal and informal public education programs. The intended outcomes of the Standards of Oncology Education: Patient/Significant Other and Public are to: 37 Enhance the quality of patient teaching. 38 Exemplify the scope of teaching in all phases of cancer care, including prevention, early 39 40 detection, rehabilitation, survivorship, and supportive care. Improve health promotion and care for the public. 41 The standards in this document are descriptive statements designed to guide the achievement of 42 quality education for the patient, their significant others, and the public. The format is consistent 2 T:\Books group\0657 Standards Patient Ed 4\public comment\Standards Patient Education 4 Draft.docx 43 with the American Nurses Association (ANA) Standards for Nursing Professional Development 44 and includes the following categories: 45 I. Oncology Nurse 46 II. Resources 47 III. Curriculum 48 IV. Teaching-Learning Process 49 V. Learner: The Patient/Significant Others and the Public 50 The following assumptions were made in the development of the Standards of Oncology 51 Education: 52 1. All people are at risk for cancer. 53 2. All people have the right to information related to cancer and oncology care presented at 54 55 56 57 58 the individual’s level of learning/comprehension. 3. Education is a component of the comprehensive nursing care of the patient/significant others experiencing cancer as well as the public. 4. Inappropriate responses to the potential or actual threat of cancer may be modified by enhancing knowledge, skills, and attitudes of the patient/significant others and the public. 59 5. Application of principles of adult education theory enhances learning. 60 6. Professional oncology nurses are role models in cancer education. 61 7. All educational activities reflect sensitivity to and respect for diverse cultural 62 backgrounds and health belief systems of the patient and significant others experiencing cancer. 63 8. Professional oncology nurses provide care in a variety of settings, including hospitals, 64 ambulatory settings, private practices, homes, and hospices. 3 T:\Books group\0657 Standards Patient Ed 4\public comment\Standards Patient Education 4 Draft.docx 65 This edition of Standards of Oncology Education: Patient/Significant Other and Public is 66 designed to affirm nursing’s role as educator (ANA, 2015) and be reflective of current practice 67 trends and evidence-based practice. Updated references are provided for practitioners to use in 68 their role of educator for patients, significant others, and the public. 4 T:\Books group\0657 Standards Patient Ed 4\public comment\Standards Patient Education 4 Draft.docx 69 70 Changing Methods and Technology in Education Lecture, verbal instruction, discussion, written materials both in hardcopy or digital format 71 through short message system (SMS) text messaging and email, demonstration, teach-back, 72 audio and visual (AV) aids – either hardcopy through discs or digitally through online audio and 73 video files, “edutainment through gamification” (e.g. the use of games), and role-playing either 74 in-person or virtually through programs such as Second Life – all of these are methods of current 75 patient and public education. As technology has rapidly changed and continues to morph, so do 76 the tools in which we use to fulfill the static principles of learning, utilizing the foundational 77 nursing process. The Internet now provides instant evidence, resources, and tools, often well 78 ahead of traditionally printed versions. In addition, mobile and televideo education methods are 79 commonplace in today’s teaching environment with far-reaching effects (O’Connor & Andrews, 80 2015; Raman, 2015). 81 Teaching methods and “strategies [are only as] effective as their audience’s access to the 82 necessary tools to use them” (Friedman, Cosby, Boyko, Hatton-Bauer, & Turnbull, 2011, p. 18). 83 Demonstration and the teach-back method are most effective followed by written materials and 84 AV tools, with verbal teaching and discussions least effective. While multiple education methods 85 exist, there is no “one size fits all” to educate patients, families, or the public. A combination of 86 education methods is preferred and proven to be more successful in producing enhanced patient 87 outcomes (Friedman, et al., 2011). 88 The rise of the digital age has changed the way we teach and learn. Digital natives – those 89 born after 1980 – are generally well-versed and comfortable with learning via digital methods; it 90 is a natural language for Generation Y’ers and Generation Z’ers, a population currently totaling 91 approximately 94 million people who will grow to surpass all prior generations combined 5 T:\Books group\0657 Standards Patient Ed 4\public comment\Standards Patient Education 4 Draft.docx 92 (Schroer, n.d.; Prensky, 2001). Conversely, digital immigrants – those born prior to 1980 – are 93 often the educators, researchers, and the lions-share of the workforce teaching patients and the 94 public, so a disparity in electronic/digital “first-language” teaching and learning styles may exist 95 (Prensky, 2001; HRSA 2013) 96 The increase of e-patients, those who use electronic sources of health information to become 97 empowered and engaged healthcare consumers has increased dramatically with widespread, 98 public adoption of technology and social media (Nelson, Joos, & Wolf, 2013). There is now 99 more horizontal information-sharing and crowdsourcing information using peoples’ “collective 100 wisdom” as opposed to vertical information-sharing from face-to-face interactions with 101 traditionally-thought experts (Nelson, Joos, & Wolf, 2013; Keller, Labrique, Jain, Pekosz, & 102 Levine, 2014). 103 Eighty-one percent of adults use the Internet and email at least occasionally, and fifty-two 104 percent of online adults use two or more social media (SM) sites. Contrary to popular belief, SM 105 is not only for the young nor is it used solely for entertainment. Thirty-one percent of all seniors 106 aged 65 and above have and use Facebook, and between one-third to one-half of adults using the 107 Internet express utilizing SM for myriad healthcare information reasons (Duggan, Ellison, 108 Lampe, Lenhart, & Madden, 2015; PricewaterhouseCoopers, 2012). 109 Social media such as blogs, Facebook, YouTube, Twitter, Instagram, LinkedIn, Pinterest, etc. 110 garners the “collective wisdom” of its users, relationally connecting content. SM has been and 111 continues to be used for various health reasons including broad engagement around clinical 112 trials, increasing both targeted and wide-spread awareness of public health efforts, and 113 connecting micro-populations for ongoing support (Thackery, Burton, Giraud-Carrier, Rollins, & 6 T:\Books group\0657 Standards Patient Ed 4\public comment\Standards Patient Education 4 Draft.docx 114 Draper, 2013). Social media’s effectiveness in educating clinicians as well as the public is just 115 now beginning to be studied more fully and certainly needs more exploration. 116 This shift of information sharing and use clearly shows the movement from “Web 1.0” in 117 which Internet content was static and passive to “Web 2.0” that includes engagement of large 118 communities via SM applications and now our entry into “Web 3.0/Web 4.0” in which multiple 119 networks and systems meld together and technology becomes a longitudinal, ubiquitous part of 120 the human and health care experience (Nelson, Joos, & Wolf, 2013; Thompson, Younes, & 121 Miller, 2012; Strickland, 2007). Web 1.0 122 Web 2.0 Web 3.0/4.0 123 •Content-focused •Passive reading of static content •Single point of connectivity •Information exclusivity •Examples: government or organizational web pages •Community-focused •Mobile connectivity •Group interaction around the content or generating the content •Examples: Social media including patient/provider blogs, Twitter chats, Facebook or web-based diagnosis-specific support groups, mobile health applications •Comprehensive-focused •Personalization •Patient interactivity with multiple networks •Moving data to useful, meaningful information •Ubiquitous connectivity •Intelligent search (e.g. technology that learns) •Examples: synced home, business, health, and mobile networks; IBM's Watson As technology continues to shift and shape health, the U.S. government passed the Health 124 Information Technology for Economic and Clinical Health (HITECH) Act of 2009, setting 125 Meaningful Use (MU) criteria to effectively provide safe, quality population health management 126 through integrated electronic systems (U.S. Department of Health & Human Services [HHS], 127 n.d.). Again, the shift to Web 4.0 is evident as multiple networks of information focus on 7 T:\Books group\0657 Standards Patient Ed 4\public comment\Standards Patient Education 4 Draft.docx 128 singular patients as well as large populations. MU stage 2 criteria includes sharing secure 129 electronic communications through the use of certified EHR technology, or CEHRT, which is 130 more commonly referred to as patient portal communication. As the number of organizations 131 compliant with MU criteria continues to increase, the number of patients who express feeling 132 more informed through EHRs and patient portal communications also continues to climb (Jones, 133 Weiner, Shaw, & Stewart, 2015; Kruse, Argueta, Lopez, & Nair, 2015; Palma, et al., 2012). 134 While patient portal use continues to become mainstream, direct mobile and digital 135 communication with patients outside of portals remains via SMS text messaging and email, 136 respectively. The majority of healthcare systems have protected servers to send encrypted, secure 137 email messages to those outside of the healthcare organization (e.g. patients, family members, 138 etc.), and many organizations also utilize encrypted text messaging services to allow secure texts 139 for both provider-provider communication and provider-patient communication. These safety 140 measures ensure compliance with the Health Insurance Portability and Accountability Act 141 (HIPAA) of 1996. Text messaging has proven to help increase clinical trial enrollment, improve 142 medication adherence, encourage tobacco or alcohol cessation, or increase screening uptake 143 (Lim, Wright, Hellard, 2014; Kannisto, Koivunen, & Välimäki, 2014). A 2015 literature review 144 (Nasi, Cucciniello, & Guerrazzi, 2015) found limited SMS text messaging use in cancer care, 145 however more evidence-based research and publication is needed in this area as text messaging 146 is a well-known method of communication in oncology nursing practice with head and neck 147 patients, for example, who may be unable to speak due to treatment effects. Evidence regarding 148 this practice is grossly missing from the health care literature. 149 150 Just as technologies are shifting to focus on longitudinal population health management, so are public health and health accrediting agencies. Within oncology specifically, the American 8 T:\Books group\0657 Standards Patient Ed 4\public comment\Standards Patient Education 4 Draft.docx 151 College of Surgeons Commission on Cancer, which accredits more than 1,500 cancer programs 152 throughout the United States, now requires all programs to focus on long-term patient care 153 through cancer survivorship care plans (SCPs) via Standard 3.3. Treatment summaries and SCPs 154 are provided to patients at the end of treatment to ease the transition into cancer survivorship, 155 detailing necessary ongoing surveillance and care, which must be effectively communicated to 156 the patient and care unit and reinforced throughout a lifetime (Commission on Cancer, 2012). 157 Changing Roles of Oncology Nursing in Education 158 The nursing process remains foundational, yet the implementation of the process varies with 159 time. In order to effectively educate patients and the public, oncology nurses must assess the 160 population first. This assessment, however, now expands beyond assessing readiness to learn and 161 basic and health literacy to also encompass computer and digital literacy (Nelson, Joos, & Wolf, 162 2013). Without adequate literacy and fluency, nurses’ education methods may fail patients’ 163 needs and lead to poor health outcomes. 9 T:\Books group\0657 Standards Patient Ed 4\public comment\Standards Patient Education 4 Draft.docx Health Literacy Reading Literacy Overall Patient Computer Comprehension Literacy Digital Literacy 164 165 Changing education methods and tools require the oncology nurse to adapt, as well. Just as 166 there is no “one-size-fits-all” education intervention, nurses must remain competent with all 167 patient and public teaching methods and the rapidly-growing technology to reach appropriate 168 populations with effective information. This may be a significant barrier to oncology nurses as 169 technologies used in education can easily outpace professionals’ use, especially among digital 170 immigrants. Conversely, digital natives may have to work to remain competent with more 10 T:\Books group\0657 Standards Patient Ed 4\public comment\Standards Patient Education 4 Draft.docx 171 traditional education methods and hardcopy tools to also provide culturally- and age-appropriate 172 education interventions. 173 While many health professionals express the value of social media tools, adoption and use of 174 these resources are lagging (Keller, et al., 2014). Nurses must advocate and exhibit professional 175 use of the changing tools, educating and empowering patients and the public to continue to use 176 them for positive health outcomes (Tomsik & Briggs, 2013). 177 As electronic and social media tools are adopted for continued professional educational use, 178 oncology nurses must remember they are tools of communication and apply the same rigor and 179 professionalism as in traditional methods of education and communication, understanding body 180 language and tone can be lost via certain education methods (Lim, Wright, Hellard, 2014). 181 Oncology nurses should be mindful examples of all technology and social media ethical and 182 professional principles, whether published nationally or at the healthcare organizational level, as 183 in a social media policy, for example (Grajales, Sheps, Ho, Novak-Lauscher, & Eysenbach, 184 2014; American Nurses Association, 2011). Just as in working to develop in-person rapport with 185 patients, oncology nurses must also work to develop an online, caring presence for effective 186 education (Mastel-Smith, Post, & Lake, 2015; Cox-Davenport, 2014). 187 Oncology nurses must continue to be able to discriminate between reliable sources of 188 information and also be able to effectively educate patients and the public to do the same, 189 especially with social media which blurs the lines between novice and expert (Garg, 190 Venkatraman, Pandey, & Kumar, 2015; National Cancer Institute, 2012). As patients live longer 191 and the majority of healthcare organizations shift toward population health, oncology nurses 192 must broaden the inclusiveness of their education to extend to the entire care unit all throughout 193 the continuum of care, spanning a single patient’s/family’s lifetime. 11 T:\Books group\0657 Standards Patient Ed 4\public comment\Standards Patient Education 4 Draft.docx 194 195 Contemporary Trends and Trends for the Future of Education The future of education will continue to morph as technology shifts into Web 3.0/4.0 and the 196 line between humans and technology blurs into one experience and everything and everyone is 197 connected for instant, personalized information. Adoption of mobile and electronic education via 198 smartphones, applications, social media, and EHR patient portals will exponentially grow 199 (Cahill, Gilbert, & Armstrong, 2014; Jones, Weiner, Shaw, Stewart, 2015). This is true not only 200 for patients but for the entire patient care unit as dyadic care (e.g. care of the caregiver in 201 addition to the patient) and family proxy to patients’ individual health portals rises. The 202 oncology nurse will educate the entire family, requiring maintained competence in all facets of 203 patient and family education – assessing for the right communication style and excelling in its 204 use (O’Malley, Cohen, Grossman, 2010). 205 As technology and connectivity becomes more ubiquitous, so will the education provided by 206 oncology nurses. Federal legislation as well as healthcare accrediting agencies will continue to 207 make large strides to patient-centered care and enhanced education throughout the course of a 208 lifetime to improve overall health outcomes. Theories surrounding Web 3.0 and Web 4.0 include 209 technologies mining patient/population health information to learn about the patient over time to 210 individualize care as well as benefit the collective population’s health (Nelson, Joos, & Wolf, 211 2013). While it may seem far-fetched, this reality is already in its infancy. Oncology nurses must 212 be prepared to take the foundation elements of the nursing process and shift its implementation 213 in order to remain effective healthcare professionals. 214 And even as technology advances, “traditional” educational methods are changing to include 215 more than the patient alone. Dyadic care and education – focusing on the patient and the primary 216 caregiver – or the entire family, – continues to be researched and found to be an effective means 12 T:\Books group\0657 Standards Patient Ed 4\public comment\Standards Patient Education 4 Draft.docx 217 of providing holistic care to the patient/caregiver unit (Northouse, Mood, Schafenacker, 218 Kalemkerian, Zalupski, et al., 2013). While educating a family unit together may not be a “new” 219 concept to oncology nurses, many caregivers and family members desire to be educated 220 alongside the patient, and this method may lead to improved and/or more desired health 221 outcomes (Potter, Olsen, Kuhrik, Kuhrik, & Huntley, 2012; McCarthy, 2011). 222 The changing methods in technology and education that are reflected above should be kept in 223 mind within the context of the next section which defines the standards, their rationales and 224 methods for evaluation of outcomes. 13 T:\Books group\0657 Standards Patient Ed 4\public comment\Standards Patient Education 4 Draft.docx 225 Standards of Oncology Education - Patient/ 226 Significant Other and Public 227 Standard I. Oncology Nurse 228 229 230 The oncology nurse at both the generalist and advanced practice level is responsible for meeting the educational needs of the patient/significant others related to cancer. The oncology nurse provides formal and informal cancer-related public education 231 commensurate with personal education and experience. 232 Rationale 233 Patients and their significant others have a wide variety of educational and informational 234 needs in relation to a cancer diagnosis, treatment, side effect management and survivorship. This 235 requires education work with the patients and their significant others to meet these needs at every 236 point along the cancer care continuum. All oncology nurses provide education to meet these 237 needs as they are both the most trusted health care professionals and the professionals who have 238 the greatest amount of direct patient contact. 239 All oncology nurses also provide required or requested education to meet the specific needs 240 of the public as they are educated regarding the promotion of health and are trusted as health care 241 providers. 242 243 Measurement Criteria The oncology nurse: 14 T:\Books group\0657 Standards Patient Ed 4\public comment\Standards Patient Education 4 Draft.docx 244 245 1. Practices health behaviors consistent with health promotion as a role model for the patient/significant other and public. 246 2. Promotes healthy lifestyles of individuals and groups through education. 247 3. Applies the ANA Standards (2010) and ONS (2013) Statement on the Scope and 248 Standards of Oncology Nursing Practice – Generalist and Advanced Practice when designing 249 education for patients/significant others and the public. 250 251 252 253 4. Has a basic prerequisite understanding of the principles, practice and process of teaching and learning to carry out their professional responsibilities with efficiency and effectiveness. 5. Applies teaching-learning principles to the development, implementation, and evaluation of all educational offerings. 254 6. Functions as a facilitator of learning for patients, their significant others and the public. 255 7. Identifies educational strategies, technologies, and resources that support health 256 257 258 259 260 261 262 263 264 265 266 promotion and cancer prevention, detection, treatment, and care. 8. Employs teach back and pictorial images to promote education in patients/significant others with low literacy and/or low health literacy. 9. Values potential outcomes of education on the knowledge, skills, and attitudes of patients/significant others and the public. 10. Assesses the accuracy and applicability of cancer information prior to endorsement and dissemination. 11. Critically appraises clinical recommendations for level of evidence prior to endorsement using reliable resource such as ONS PEP® Resources and NCCN Guidelines. 12. Demonstrates respect for the religious, social, cultural, and ethnic practices of patients/significant others and the public. 15 T:\Books group\0657 Standards Patient Ed 4\public comment\Standards Patient Education 4 Draft.docx 267 268 269 270 271 272 273 274 275 276 13. Identifies risk factors for the learner/target audience with special consideration to disproportionate risk. 14. Collaborates with community leaders, volunteers, and groups to advocate for, plan, and/or provide public education/cancer screening. 15. Incorporates and applies research findings into practice and into educational activities. Standard II. Resources Adequate resources to achieve the objectives of patient/significant other education related to cancer care are available and appropriate. Resources for public education related to cancer prevention, detection, treatment, and care are adequate, current, accurate, and appropriate to achieve educational objectives 277 278 Rationale The literature supports the idea that patients want as much information as they can get about 279 their illness and treatment plans. Individuals have different learning styles and abilities. 280 Therefore a variety of resources must be available to meet the learning needs of each individual, 281 including printed material with relevant pictures, the internet assuring trustworthy sites, 282 computer assisted learning, audiotapes and videotapes. All materials must be culturally sensitive 283 and address the various educational and reading levels of the population. 284 285 286 287 Public education resources must also be adapted to the learning styles and abilities of the individual. Measurement Criteria 1. An environment conducive to learning is maintained 16 T:\Books group\0657 Standards Patient Ed 4\public comment\Standards Patient Education 4 Draft.docx 288 289 290 291 2. Current educational materials and supplies specific to health promotion, cancer prevention, detection treatment and care are available and easily accessed 3. Educational materials are appropriate for individuals of varied age, sex, race, creed, culture, education, physical and cognitive ability levels, health literacy and health beliefs 292 4. Personnel resources are sufficient to implement the process of education 293 5. Educational materials and information about community resources are reviewed for 294 295 accuracy and relevance on a regular basis. 6. Educational materials are validated for use in culturally diverse populations. 296 Representative members of the population perform this validation 297 Standard III. Curriculum 298 299 Knowledge, skills, and attitudes related to the management of human responses to cancer are reflected in the educational activity for the patient and significant others experiencing cancer. 300 301 302 303 Rationale The content of the education must address the unique educational needs of the patient/significant other and the public. Individuals require information that assists them in making healthy lifestyle decisions, 304 participate in health promotion activities, as well as making treatment decisions, manage 305 treatment side effects and symptoms of their disease and coping with cancer. 306 307 Measurement Criteria The educational activity designed for the patient/significant other includes: 17 T:\Books group\0657 Standards Patient Ed 4\public comment\Standards Patient Education 4 Draft.docx 308 309 310 311 312 313 1. Accurate, current, and credible information about cancer prevention, detection, diagnosis, treatment, rehabilitation, survivorship, and supportive care 2. Risk factors for cancer development including genetic, environmental, occupational, and lifestyle risks for cancer 3. Methods to modify health behaviors and practices for cancer prevention and health promotion 314 4. Recommended site-related self-examination and screening guide- lines 315 5. Signs and symptoms that require follow-up by healthcare providers as well as 316 317 318 319 320 information regarding contacting the provider. 6. Strategies to improve consumer accessibility to cancer prevention, detection, and treatment facilities 7. Strategies to modify health behaviors for health promotion and cancer prevention, detection, treatment, and care 321 8. Strategies to evaluate cancer prevention, detection, and treatment facilities. 322 9. Criteria to evaluate questionable information/cancer therapies and accurate, current, and 323 324 325 credible information about treatment alternatives 10. Community resources for health promotion, early detection and cancer related information and services 326 11. Legal and ethical rights of people at risk for cancer and for those experiencing cancer. 327 12. Recognition and incorporation of religious, ethnic, and cultural values and beliefs that 328 329 330 influence health practices 13. Cognitive, psychomotor, and affective skills needed for problem solving, decisionmaking, and self-care. 18 T:\Books group\0657 Standards Patient Ed 4\public comment\Standards Patient Education 4 Draft.docx 331 332 333 334 335 14. Signs and symptoms of potential physical and psychosocial responses related to cancer and/or treatment, including those that should be reported to the interdisciplinary healthcare team 15. Psychosocial strategies to facilitate adaptation to the cancer experience Standard IV. Teaching-Learning Process Teaching-learning theories are applied to the development, implementation, and evaluation 336 of learning experiences related to cancer education. Given the ease of access to health 337 information, the oncology nurse often plays the role of facilitator in the learning process and not 338 so much the provider of information. 339 Rationale 340 Adult learning principles establish that adults are self-directed learners. The learning 341 experiences provided must assist the learners in discovering and obtaining the appropriate 342 resources, taking appropriate actions to maintain or regain health and empowering them in an 343 independent approach to learning. Learners are provided with guidance and relevant information 344 if they are struggling to understand or are incapable of comprehending. 345 Criteria 346 The oncology nurse: 347 1. Collects data systematically from the learner to assess literacy, learning needs, learning 348 styles, readiness to learn, and situational and psychosocial factors influencing comprehension. 349 2. Analyzes assessment data to identify cognitive, psychomotor and affective learning 350 needs. 19 T:\Books group\0657 Standards Patient Ed 4\public comment\Standards Patient Education 4 Draft.docx 351 3. Develops a teaching plan in collaboration with the patient/significant other or public that 352 includes behavioral objectives, specific content to meet the identified objectives, teaching 353 strategies/learning experiences that are appropriate for and promote active learner participation 354 and criteria for evaluation of outcomes. 355 356 357 358 359 360 361 4. Implements the teaching plan in an environment conducive to learning. Provides material that is clear, well organized and in “plain language.” 5. Uses evidence-based practice to determine the best way to provide education on a specific topic. 6. Utilizes appropriate instructional methods, including the use of technology, based on an assessment of the learners’ preferences. 7. Collects data from the patient/significant other and public using teach-back techniques, to 362 evaluate achievement of learning objectives, effectiveness and efficiency of instruction, and the 363 need to revise the teaching plan. 364 365 366 367 8. Modifies the teaching-learning process based on evaluation data. Standard V. Learner: Patient/Significant Other and the Public The patient and/or significant other apply knowledge, skills, and attitudes to management of actual or potential human responses to the cancer experience. 368 Personal behaviors and public policy related to cancer prevention, detection, treatment, 369 rehabilitation, and supportive care are influenced by formal and informal public education. 370 Rationale 20 T:\Books group\0657 Standards Patient Ed 4\public comment\Standards Patient Education 4 Draft.docx 371 Learners are the target of the education process. Individuals may learn in a variety of styles 372 including visual, auditory, read-write, and kinesthetic. Using the learners’ predominant learning 373 style will move the individual from passive to active learning. 374 Criteria 375 The patient/significant other: 376 1. Is able to verbalize an understanding of extent of disease and treatment plan at a level 377 consistent with age, educational and cultural background. 378 2. Participates in decision making regarding the plan of care if desired and possible. 379 3. Utilizes appropriate community and personal resources to seek out information and 380 381 services. 4. Describes self-care measures and verbalizes the appropriate action for common 382 outcomes, oncologic emergencies, and problems associated with the disease, treatment and side 383 effects. 384 5. Understands the planned treatment schedule and the instructions provided to them. 385 6. Participates in conversation regarding survivorship, advance care planning, and end-of- 386 life care decisions as appropriate. 387 7. Identifies personal genetic risk factors and their implications when indicated. 388 8. Describes health promotion strategies and survivorship care plan when cancer treatment 389 is complete. 390 The public that has been reached by cancer education: 391 1. Demonstrates realistic attitudes about cancer and cancer risk factors. 392 2. Describes lifestyle choices that minimize personal risks for cancer and promote health. 393 3. Participates in appropriate or recommended cancer screening activities. 21 T:\Books group\0657 Standards Patient Ed 4\public comment\Standards Patient Education 4 Draft.docx 394 395 396 4. Identifies a course of action for early detection when signs and symptoms of cancer are discovered. 5. Identifies sources of cancer information, care, rehabilitation, and supportive care in the 397 community. 398 Resources 399 400 Printed and audiovisual materials related to patient/significant other and public education are available from numerous sources, including the following. 401 American Cancer Society 402 800-ACS-2345 www.cancer.org 403 ANA’s Social Networking Principles Toolkit: 404 http://www.nursingworld.org/socialnetworkingtoolkit.aspx 405 406 American Society of Clinical Oncology 407 Patient information from the American Society of Clinical Oncology. Includes cancer types, 408 409 treatments, survivorship, advocacy, resources, podcasts, and news. http://www.cancer.net/ 410 411 412 Cook, D.A., & Dupras, D.M. (2004). A practical guide to developing effective web-based learning. Journal of General Internal Medicine, 19, 698-707. 413 414 Leukemia and Lymphoma Society 415 212-573-8484 22 T:\Books group\0657 Standards Patient Ed 4\public comment\Standards Patient Education 4 Draft.docx 416 http://www.lls.org/ LIVESTRONG Foundation 417 http://www.livestrong.org 418 419 National Cancer Institute (NCI) 420 800-4-CANCER 421 www.cancer.gov 422 Cancer and treatment information in multiple languages 423 424 NCI Clinical Trials Web site 425 http://www.cancer.gov/about-cancer/treatment/clinical-trials 426 427 NCI Complementary Therapies Web site 428 https://nccih.nih.gov/ 429 430 NCI Office of Communications 431 Office of Communications and Public Liaison (OCPL) 432 National Cancer Institute 433 BG 9609 MSC 9760 434 9609 Medical Center Drive 435 Bethesda, MD 20892-9760 436 Phone: 240-276-6600 437 http://www.cancer.gov/about-nci/organization/ocpl 438 23 T:\Books group\0657 Standards Patient Ed 4\public comment\Standards Patient Education 4 Draft.docx 439 NCI’s Evaluating Online Sources of Health Information: 440 http://www.cancer.gov/about-cancer/managing-care/using-trusted-resources 441 442 ONS Online 443 https://www.ons.org/ ONS has an: 444 Educator Resource Center, a subscription based database which encompasses information in 445 all areas of oncology practice and includes power point presentations, case studies, test 446 questions and competencies. 447 http://erc.ons.org/ 448 449 Practice) information which is reliable research based information to share with patients, 450 fellow practitioners and the public. https://www.ons.org/practice-resources/pep The website also contains practice resources such as the PEP (Putting Evidence into 451 452 http://www.cancer.gov/publications/pdq 453 Cancer Patient Education Network 454 154 Hansen Rd, Suite 201 455 Charlottesville, VA 22911 USA 456 Tel: 434.284.4697 Fax: 434.977.1856 457 [email protected] 458 http://www.cancerpatienteducation.org/ 459 460 Printed and online resources for the educator 461 Cleveland Clinic Partnership with The Scott Hamilton CARES Initiative 24 T:\Books group\0657 Standards Patient Ed 4\public comment\Standards Patient Education 4 Draft.docx 462 http://www.chemocare.com 463 Online site for information on chemotherapy including drug information, managing side 464 effects, eating well during chemotherapy, what is chemotherapy?, before and after 465 chemotherapy, survivor testimonials, frequently asked questions, educational videos, 466 chemotherapy resources, complementary medicine and self-help. Information in English and 467 Spanish. 468 Using What Works 469 Format: Web-based self-study 470 Time: Self-paced 471 Using What Works is a train-the trainer course for health promotors and educators. It teaches 472 users how to plan a health education program using evidence-based programs. 473 http://cancercontrol.cancer.gov/use_what_works/start.htm 474 Guidelines for Establishing Comprehensive Cancer Patient Education Services (1998, 475 reprinted 6/99, revised 2013), Cancer Patient Education Network, 476 http://www.cancerpatienteducation.org/publications.shtml 477 478 479 Making Health Communications Programs Work: A Planner’s Guide (2002), NCI Office of Communications, http://cancer.gov/pinkbook Theory at a Glance: A Guide for Health Promotion Practice (2005) NCI Office of 480 Communications, http://sbccimplementationkits.org/demandrmnch/ikitresources/theory-at-a- 481 glance-a-guide-for-health-promotion-practice-second-edition/ Teachback Toolkit 482 http://www.teachbacktraining.org/ 25 T:\Books group\0657 Standards Patient Ed 4\public comment\Standards Patient Education 4 Draft.docx 483 484 485 Terminology Advanced Practice Level—Level of practice for a nurse with a master’s, doctoral, or postdoctoral education who applies theoretical knowledge in a specialized field. 486 Cancer Control—A term including the entire spectrum of cancer care (i.e., prevention, 487 screening and early detection, diagnosis, treatment, rehabilitation, survivorship and palliation). 488 Cancer Detection—Performance of tests to make a diagnosis of cancer in symptomatic 489 490 491 492 clients. Cancer Eradication—The obliteration of cancer and restoration of the client to a normal life expectancy. Cancer Prevention—Strategies to minimize client exposure to sub- stances known to 493 increase the risk of cancer or to promote optimal client exposure to substances known to 494 decrease the risk of cancer. 495 496 Cancer Rehabilitation—A process by which individuals within their environment are assisted to achieve optimal function within the limits imposed by cancer. 497 Cancer Screening—Strategies designed to detect cancer in asymptomatic clients. 498 Carcinogenesis—The production or origin of cancer. 499 Complementary Therapy—Scientifically accepted treatment options considered in clinical 500 501 decision making. Cultural Competence—Refers to being sensitive and responsive to issues related to culture, 502 race, ethnicity, gender, age, socioeconomic status, and sexual orientation. Cultural competence 503 indicates translation of cultural sensitivity and awareness into credible behaviors and actions. 504 505 Culture—A set of values, beliefs, and rules for behavior. Culture provides the structure for meaning and decision making. 26 T:\Books group\0657 Standards Patient Ed 4\public comment\Standards Patient Education 4 Draft.docx 506 507 Domains of Learning—Cognitive: Refers to rational thought, knowledge of the basic concepts of identified topics 508 Psychomotor: Refers to the physical skills needed to perform a task 509 Affective: Refers to attitudes, values, and cultural beliefs regarding the subject being 510 presented 511 Education—The process of inducing measurable changes in knowledge, skills, and attitudes 512 513 514 515 through planned learning activities. Generalist Level—Level of practice for a registered nurse who possesses general knowledge and skills applicable to diversified health concerns of individuals. Health Literacy - is the degree to which individuals have the capacity to obtain, process, and 516 understand basic health information and services needed to make appropriate health decisions. 517 Health Promotion—Strategies to achieve a dynamic state in which the well-being and 518 519 520 521 522 523 health potential of individuals are realized to the fullest extent. Nursing Diagnosis—A description of an actual or potential health problem that nurses, by virtue of their education and experience, are capable of diagnosing and licensed to treat. Nursing—The diagnosis and treatment of human responses to actual or potential health problems. Oncology Nursing—Nursing care of people with an actual or potential diagnosis of cancer 524 ranging from prevention of disease to rehabilitation, survivorship, or terminal care. 525 Outcome Criteria—Descriptions of the desired end results of specific actions. 526 Palliation—Control of symptoms when disease is beyond cure. 527 Person at risk for or experiencing cancer—The individual, significant other, group, or 528 community for whom the oncology nurse provides formally specialized services. 27 T:\Books group\0657 Standards Patient Ed 4\public comment\Standards Patient Education 4 Draft.docx 529 530 Process Criteria—Descriptions of the major sequence of events and activities required to obtain desired outcomes. 531 Public—The people of an organized community. 532 Questionable Therapies—Cancer treatments or therapies that have not been shown to be 533 active in tumor animal models or acceptable clinical trials and yet are promoted as effective 534 methods for the cure, palliation, or control of cancer. 535 536 537 538 539 540 Significant Others—People who are related or who represent a significant support group for the person at risk for or experiencing cancer. Standards—A norm that expresses an agreed-upon level of practice that has been developed to characterize, measure, and pro- vide guidance for achieving excellence. Structure Criteria—Descriptions of the environment and resources needed to achieve desired outcomes. 28 T:\Books group\0657 Standards Patient Ed 4\public comment\Standards Patient Education 4 Draft.docx 541 References 542 American Medical Association Foundation (2007). Health literacy and patient safety: Help patients 543 understand: Removing barriers to better, safe care: Reducing the risk by designing a safer, shame- 544 free health care environment. Chicago, IL: American Medical Association Press. 545 546 547 548 549 550 551 552 553 554 555 556 Agency for Healthcare Research and Quality (2001). Making health care safer: A critical analysis of patient safety practices. From http://archive.ahrq.gove/clinic/tp/ptsaftp.htm Agency for Healthcare Research and Quality, Health literacy universal precautions toolkit. Publication No. 10-0046-EF April 2010 American Nurses Association (2015). Code of ethics for nurses with interpretive statements. Springfield, MD: Nursesbooks.org. Bastable, S.B. (2003). Nurse as educator: Principles of teaching and learning for nursing practice. Burlington, MA: Jones and Bartlett. Bastable, S.B., Gramet, P., Jacobs, K., & Sopczyk, D.L. (2011) Health professional as educator: principles of teaching and learning. Burlington, MA: Jones and Bartlett Learning. Brandt, J.M. & Wickham, R. (2013). Statement on the scope and standards of oncology nursing practice: generalist and advanced practice. Pittsburgh, PA: Oncology Nursing Society. 557 Cahill, J.E., Gilbert, M.R., & Armstrong, T.S. (2014). Personal health records as portal to the electronic 558 medical record. Journal of Neuro-Oncology, 117, 1-6. http://dx.doi.org/10.1007/s11060-013-1333-x 559 Coaching to Always Use Teach-back: http://www.teachbacktraining.org/ 560 Commission on Cancer. (2012). Cancer program standards 2012: Ensuring patient-centered care. 561 562 563 564 565 Chicago, IL: American College of Surgeons. Cope, D.G. (2016) Education process. In J.K. Itano, J. Brant, F.A. Conde & M.G. Saria (Eds.), Core curriculum for oncology nursing (5th ed., pp. 541-545). St. Louis, MO: Elsevier Cox-Davenport, R.A. (2014). A grounded theory of faculty's use of humanization to create online course climate. Journal of Holistic Nursing, 32, 16-24. http://dx.doi.org/10.1177/0898010113499201 29 T:\Books group\0657 Standards Patient Ed 4\public comment\Standards Patient Education 4 Draft.docx 566 567 568 569 570 Doak, C.C., Doak, L.G., & Root, J.H. (1996). Teaching patients with low literacy skills. Philadelphia, PA: Lippincott Duggan, M., Ellison, N.B., Lampe, C., Lenhart, A., & Madden, M. (2015). Social media update 2014. [Blog post]. Retrieved from http://www.pewinternet.org/2015/01/09/social-media-update-2014/ Friedman, A.J., Cosby, R., Boyko, S., Hatton-Bauer, J., & Turnbull, G. (2011). Effective teaching 571 strategies and methods of delivery for patient education: A systematic review and practice guideline 572 recommendations. Journal of Cancer Education, 26, 12-21. http://dx.doi.org/10.1007/s13187-010- 573 0183-x 574 Garg, N., Venkatraman, A., Pandey, A., & Kumar, N. (2015). YouTube as a source of information on 575 dialysis: A content analysis. Nephrology (Carlton). Advance online publication. 576 http://dx.doi.org/10.1111/nep.12397 577 Grajales, F.J., Sheps, S., Ho, K., Novak-Lauscher, H., & Eysenbach, G. (2014). Social media: A review 578 and tutorial of applications in medicine and health care. Journal of Medical Internet Research, 16, 579 e13. http://dx.doi.org/10.2196/jmir.2912 580 581 582 583 584 Gullatte, M. (Ed.). (2014). Clinical guide to antineoplastic therapy: A chemotherapy handbook. Pittsburgh, PA: Oncology Nursing Society Health Resources and Services Administration [HRSA]. About health literacy. Retrieved April 15, 2015 from: http://www.hrsa.gov/publichealth/healthliteracy/healthlitabout.html Health Resources and Services Administration [HRSA]. (2013). The US nursing workforce: Trends in 585 supply and education - results in brief. Retrieved March 1, 2015, from 586 http://bhpr.hrsa.gov/healthworkforce/supplydemand/nursing/nursingworkforce/nursingworkf 587 orcebrief.pdf 588 589 Iowa Healthcare Collaborative: Health literacy quality. www.ihconline.org/aspx/initiatives/healthliteracy.aspx retrieved 9-2-14 30 T:\Books group\0657 Standards Patient Ed 4\public comment\Standards Patient Education 4 Draft.docx 590 Jacobson et al (2012) Revision to the 2009 American Society of Clinical Oncology/Oncology Nursing 591 Society chemotherapy administration safety standards: Expanding the scope to include inpatient 592 settings. Oncology Nursing Forum, 39, 31-38. http://dx.doi.org/10.1188/12.ONF.31-38 593 594 The Joint Commission (2015). Comprehensive accreditation manual. Oak Brook, IL: Joint Commission Resources, Inc. 595 Jones, J.B., Weiner, J.P., Shah, N.R., & Stewart, W.F. (2015). The wired patient: Patterns of electronic 596 patient portal use among patients with cardiac disease or diabetes. Journal of Medical Internet 597 Research, 17, e42. http://dx.doi.org/10.2196/jmir.3157 598 Kannisto, K.A., Koivunen, M.H., Välimäki, M.A. (2014). Use of mobile phone text message reminders in 599 health care services: A narrative literature review. Journal of Medical Internet Research, 16, e222. 600 http://dx.doi.org/10.2196/jmir.3442 601 Keller, B, Labrique, A., Jain, K.M., Pekosz, A., & Levine, O. (2014). Mind the gap: Social media 602 engagement by public health researchers. Journal of Medical Internet Research, 16, e8. 603 http://dx.doi.org/10.2196/jmir.2982 604 Krebs, Linda U. (2005). Application of the statement on the scope and standards of oncology nursing 605 practice and evidence-based practice. In J.K. Itano, & K.N. Taoka (Eds.), Core curriculum for 606 oncology nursing (3rd ed., pp. 877-892). St. Louis, MO: Elsevier Saunders. 607 Kruse, C.S., Argueta, D.A., Lopez, L., & Nair, A. (2015). Patient and provider attitudes toward the use of 608 patient portals for the management of chronic disease: A systematic review. Journal of Medical 609 Internet Research, 17, e40. http://dx.doi.org/10.2196/jmir.3703 610 Lim, M.S.C., Wright, C., Hellard, M.E. (2014). The medium and the message: Fitting sound health 611 promotion methodology into 160 characters. JMIR mHealth uHealth, 2, e40. 612 http://dx.doi.org/10.2196/mhealth.3888 613 McCarthy, B. (2011). Family members of patients with cancer: What they know, how they know and 614 what they want to know. European Journal of Oncology Nursing, 15, 428-441. 615 http://dx.doi.org/10.1016/j.ejon.2010.10.009 31 T:\Books group\0657 Standards Patient Ed 4\public comment\Standards Patient Education 4 Draft.docx 616 Mastel-Smith, B., Post, J., & Lake, P. (2015). Online teaching: Are you there and do you care? Journal of 617 Nursing Education. Advance online publication. http://dx.doi.org/10.3928/01484834-20150218-18 618 National Cancer Institute Office of Cancer Communications. (2002). Making health communication 619 programs work: A planner’s guide. Retrieved April 12, 2015, from https://cancer.gov/pinkbook/ 620 National Cancer Institute. (2012). Evaluating online sources of health information. Retrieved February 621 24, 2015, from http://www.cancer.gov/cancertopics/cancerlibrary/health-info-online 622 National Network of Libraries of Medicine. Health literacy. Retrieved March 15, 2015 from 623 624 625 http://nnlm.gov/outreach/consumer/hlthlit.html Nelson, R., Joos, I., & Wolf, D.M. (2013). Social media for nurses: Educating practitioners and patients in a networked world. New York, NY: Springer. 626 Northouse, L.L., Mood, D.W., Schafenacker, A., Kalemkerian, G., Zalupski, M., LoRusso, P., …, 627 Kershaw, T. (2013). Randomized clinical trial of a brief and extensive dyadic intervention for 628 advanced cancer patients and their family caregivers. Psycho-Oncology, 22, 555-563. 629 http://dx.doi.org/10.1002/pon.3036 630 631 632 Oncology Nursing Society. (2004). Standards of oncology education: Patient/significant other and public. (3rd ed.). Pittsburgh, PA: Oncology Nursing Society. O’Connor, S., & Andrews, T. (2015). Mobile technology and its use in clinical nursing education: A 633 literature review. Journal of Nursing Education. Advance online publication. 634 http://dx.doi.org/10.3928/01484834-20150218-01 635 O’Malley, A.S., Cohen, G.R., & Grossman, J.M. (2010). Electronic medical records and communication 636 with patients and other clinicians: Are we talking less? Center for Studying Health System Change 637 Issue Brief, 131, 1-4. 638 Palma, J.P., Keller, H., Godin, M., Wayman, K., Cohen, R.S., Rhine, W.D., Longhurst, C.A. (2012). 639 Impact of an EMR-based daily patient update letter on communication and parent engagement in a 640 neonatal intensive care unit. Journal of Participatory Medicine, 4, e33. 32 T:\Books group\0657 Standards Patient Ed 4\public comment\Standards Patient Education 4 Draft.docx 641 Patient Education Network. (2015). Guidelines for establishing comprehensive cancer patient education 642 services. Retrieved April 12, 2015, from http://cpen.nci.nih.gov/planning resources/cpen 643 guidelines.pdf 644 645 646 Polovich, M., Olsen, M., & LeFebvre, K.B., (Eds.) Chemotherapy and biotherapy guidelines and recommendations for practice (4th ed.). Pittsburgh, PA, Oncology Nursing Society. Potter, P., Olsen, S., Kuhrik, M., Kuhrik, N., & Huntley, L.R. (2012). A DVD program on fall prevention 647 skills training for cancer family caregivers. Journal of Cancer Education, 27, 83-90. 648 http://dx.doi.org/10.1007/s13187-011-0283-2 649 650 651 652 653 654 655 Prensky, M. (2001). Digital natives, digital immigrants. On the Horizon 9(5), 1-6. http://dx.doi.org/10.1108/10748120110424816 PricewaterhouseCoopers Health Research Institute. (2012). Social media “likes” healthcare: From marketing to social business. New York, NY: PricewaterhouseCoopers, LLP. Quick guide to health literacy. Retrieved April 15, 2015 from http://www.health.gov/communication/literacy/quickguide/factsliteracy.html Raman, J. (2015). Mobile technology in nursing education: Where do we go from here? A review of the 656 literature. Nurse Education Today. Advance online publication. 657 http://dx.doi.org/10.1016/j.nedt.2015.01.018 658 Rankin, S.H., (2005). Patient education: Principles and practice (4th ed.). Philadelphia, PA: Lippincott. 659 Rees, K.S., & Goldsmith, M. (2003). Selecting presentation methods. In R.J. Bensley & J. Brookins- 660 Fisher (Eds.), Community health education methods: A practical guide (2nd ed., pp. 137–158) 661 Burlington, MA: Jones and Bartlett. 662 663 664 665 Schroer, W.J. (n.d.) Generations X, Y, Z, and the others. Retrieved March 1, 2015, from http://www.socialmarketing.org/newsletter/features/generation3.htm Strickland, M. (2007). The evolution of Web 3.0. [SlideShare presentation]. Retrieved March 1, 2015, from http://www.slideshare.net/hyun/shlideshare 33 T:\Books group\0657 Standards Patient Ed 4\public comment\Standards Patient Education 4 Draft.docx 666 Thackeray, R., Burton, S.H., Giraud-Carrier, C., Rollins, S., & Draper, C.R. (2013). Using Twitter for 667 breast cancer prevention: An analysis of breast cancer awareness month. BMC Cancer, 13, 508. 668 http://dx.doi.org/10.1186/1471-2407-13-508 669 670 Thompson, M.A., Younes, A., & Miller, R.S. (2012). Using social media in oncology for education and patient engagement. Oncology, 26, 782, 784-785, 791. 671 Tomsik, E. & Briggs, B. (2013). Empowering patients through advanced EMR use. The role of patient 672 education and health literacy in patient portals. Health Management Technology, 34(3), 14-15. 673 674 675 676 677 US Dept. of Education 2002 update 2013 – (statisticsbrain.com)www.discoverymedicine.com ISSN 1539-6509 eISSN 1944-7930. Valenti, R.B. (2014). Chemotherapy education for patients with cancer: A literature review. Clinical Journal of Oncology Nursing, 18, 637-640. http://dx.doi.org/10.1188/14.CJON.637-640 Williams, P.D., Williams, K., LaFaver-Roling, S., Johnson, R., & William, A.R. (2011). An intervention 678 to manage patient-reported symptoms during cancer treatment. Clinical Journal of Oncology Nursing, 679 15, 253-258. http://dx.doi.org/10.1188/11.CJON.253-258 680 681 Recommended Reading 682 Journal of Medical Internet Research - http://www.jmir.org 683 Nelson, R., Joos, I., & Wolf, D.M. (2013). Social media for nurses: Educating practitioners and patients 684 685 686 687 in a networked world. New York, NY: Springer Publishing Company, LLC. Fraser, R. (2011). The nurse's social media advantage: How making connections and sharing ideas can enhance your nursing practice. Indianapolis, IN: Sigma Theta Tau International. U.S. Department of Health & Human Services (n.d.). HITECH Act enforcement interim final rule. 688 Retrieved March 1, 2015, from 689 http://www.hhs.gov/ocr/privacy/hipaa/administrative/enforcementrule/hitechenforcementifr.html 34