overviewtb nurse case management

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    An Overview ofTuberculosis Case Management

    For Nurses

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    Definition of Case Management

    A system of health care delivery designedto facilitate achievement of expected

    outcomes within an appropriate length ofstay. ANA, 1998

    A practice model that uses a systematic

    approach to identify specific patients andmanage patient care to ensure optimaloutcomes. Ignatavicius and Hausman, 1995

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    Role of the TB Nurse Case

    Manager

    The role of the nurse in TB includes

    providing and managing care of the patient

    with TB and is directed towards achieving

    specific goals

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    Goals and Principles of Case

    Management - 1 Providing quality health care along a

    continuum

    Consistently coordinating care to reducefragmented services across multi-

    disciplinary settings

    Enhancing quality of life

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    Goals and Principles of Case

    Management - 2

    Achieving anticipated outcomes

    Utilizing resources effectively

    Providing cost-effective health care

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    Standards and Competencies

    In order to achieve these goals, the RN mustutilize the theoretical framework and

    standards of practice from:

    science of nursing

    public health practice

    treatment of TB and TB infection in adults andchildren

    case management concepts and competencies

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    1st Element

    Case Finding Early identification of TB case/suspect to

    ensure public health reporting regulations areupheld and TB control activities initiated

    Familiarity with facilities and organizations thatprovide services to persons at high risk of

    infection and disease

    Developing liaisons with these facilities is key

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    Activities of Case Finding-1

    Communication with health care providers

    Development of a system to track patients who arehospitalized during outpatient TB treatment

    Early identification of TB cases/suspects byhospital discharge planning and networking with

    community providers

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    Activities of Case Finding - 2

    Ensure that a TB interview is conducted as soon as

    the case is identified

    Complete the contact investigation in accordance

    with national, state, and local policies

    Provision of education about TB infection and

    diseases to health care providers

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    2nd Element

    Assessment Gathering objective and subjective data from all

    possible sources

    Assessment and reassessment continue throughout

    the patients course of TB treatment

    Initial assessment should occur during the

    patients hospitalization

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    Initial Assessment Activities

    Ascertain extent of the TB illness

    Obtain and review previous health history

    Determine actual or potential infectiousness

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    Initial Assessment - 2

    Evaluate patients knowledge/beliefs about TB

    Monitor the TB medication regimen Is patient taking medication?

    Has anyone altered the meds?

    Identify barriers or obstacles to adherence

    Review psychosocial status

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    Ongoing Assessment - 1

    Monitor the clinical response to treatment

    Determine the HIV status or the risk factors

    for HIV disease

    Review the treatment regimen

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    Ongoing Assessment - 2

    Identify positive and negative motivational

    factors influencing adherence

    Determine patients unmet educational

    needs

    Review status of the contact investigation

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    3rd Element

    Problem Identification Identification ofexisting or potential problems is

    derived from the assessment

    Problems may be stated as a nursing diagnosis oras a problem statement

    Problems/needs should be identified by the multi-disciplinary team and the patient/family/significant others/parent or guardian when patientis a child

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    Nursing Diagnosis

    A statement of a human response to an

    actual or potential health problem

    Statement of nursing judgment

    Conclusion based on nursing assessment

    Reference to a health experience

    Two-part statement that includes etiology

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    Nursing Diagnosis - 2

    Part One: Modifiers

    Contains functional behaviors that can be

    improved through nursing actions/interventions

    Modifiers for the first part may be:alteration in

    potential alteration of

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    Nursing Diagnosis - 3

    Part Two: Etiology

    Identifies causes/factors the nurse works to

    improve or influence

    Describes factors that contribute to the

    current healthcare situation.Example: Potential alteration in health

    maintenance related to multiple drugregimen

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    Problem Identification Activities

    Assess existing and/or potential health

    problems

    Document using nursing diagnosis orproblem statement

    Coordinate team meeting

    Monitor the nursing diagnosis or problem

    statement at periodic intervals

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    4th Element

    Development of a Plan - 1 Planning begins when sufficient information is

    gathered

    Based on assessment data and problems identified

    by all team members, patient, family, parent/

    guardian

    Requires critical thinking and decision making

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    4th Element

    Development of a Plan - 2 Plan should include intermediate and

    expected outcomes

    Plan should be flexible and able to bechanged to meet new realities

    Once written, plan becomes an internalstandard of nursing care

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    Activities of Plan Development

    Establish the plan of care ensuring that all

    components are included

    Monitor the plan of care and patient response

    according to established time frames

    Negotiate and adjust the plan of care, as needed, to

    meet new realities

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    5th Element

    Implementation -1 Includes all interventions required to move

    the TB patient along a coordinated,

    sequenced health care continuum

    Implementation includes all team members,

    private providers/community agencies

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    5th Element

    Implementation - 2Requires:

    educating referring

    coordinating negotiating

    monitoring documenting

    locating decision-making

    brokering advocating for patient

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    Implementation Activities - 1

    Provide/coordinate interventions needed forpatient to complete TB treatment as planned

    Refer patient to other health care providers,social service agencies as needed

    Broker and locate needed services relatingto TB treatment

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    Implementation Activities - 2

    Negotiate a plan for DOT or self-administeredtherapy

    Design and coordinate strategies to improveadherence

    Educate patient and caregivers about the TBdisease process

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    Implementation Activities - 3

    Advocate for the patient with team members andother service providers

    Conduct (or ensure) a contact investigation

    Provide/monitor delinquency control activities

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    6th Element

    Variance Analysis - 1 Looks at discrepancies between anticipated

    and actual patient care outcomes

    Variances may arise from changes in the

    patients personal situation, medical

    condition, or health care resources

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    6th Element

    Variance Analysis - 2 Variances should not be considered failures

    but rather opportunities to improve

    A flexible plan can be easily adapted to

    accommodate variances

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    Variance Analysis Activities - 1

    Identify variances in care plan at specified

    intervals:

    Were intermediate and expected outcomesachieved?

    If not, why not?

    Describe reason(s) for the variance

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    7th Element

    Evaluation - 1 Looks at outcomes of care plan,

    interventions, variances, and roles/

    responsibilities of each team member

    Important in measuring intermediate and

    expected goals

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    7th Element

    Evaluation - 2 Is an ongoing process

    Important for future policy development or

    policy changes

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    7th Element

    Evaluation - 3Evaluation answers the following questions:

    Were the TB treatment plan and control

    activities implemented in a timely manner?

    Were intermediate and expected outcomes

    delineated and achieved?

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    7th Element

    Evaluation - 4Evaluation answers the following questions:

    Was the patient satisfied with the services and

    care during his/her TB treatment?

    Were the nurse case manager and team

    members satisfied with the plan and outcomes?

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    Evaluation Activities - 1

    Monitor multidisciplinary care plan

    monthly or more frequently; depends on

    complexity of treatment, patient variables

    Develop a problem ID list tracking

    logistical issues (e.g. number of bus ticketspatient receives per visit)

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    Evaluation Activities - 2

    Identify strengths/weaknesses in the health caresystem; community resources thatnegatively/positively affect expected outcomes

    Conduct cohort analysis quarterly to identifyvariances or common elements among the group

    Monitor the regulatory mechanisms to ensure thatTB case reports are accurate/updated according tostate standards

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    Evaluation Activities - 3

    Review the contact investigation for

    completeness, accuracy, and timeliness

    according to state standards

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    8th Element

    Documentation Chronicles patient care outcomes

    Used to facilitate positive changes for

    patient and team members

    Is an integral part of all elements of the case

    management process

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    8th Element

    Documentation - 2 Vital component of nursing practice

    Must be consistent with internal and

    external standards of care

    If it isnt documented.

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    Documentation Activities

    Document nursing care and case managementactivities

    Assessments

    Nursing diagnoses or problems identified

    Plans

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    Documentation Activities - 2

    Document nursing care/case managementactivities

    Interventions

    Intermediate and expected outcomes

    Individual variances

    Evaluations

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    Documentation Activities - 3

    Monitor patient medical records monthly toensure that all members of the

    multidisciplinary team have:

    Documented information, interventions, andservices

    Provided care in a timely manner

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    Documentation Activities - 4

    Assure patient confidentialitydont forget

    HIPAA guidelines:

    Inform patient that medical record and information is

    kept confidential within healthcare setting

    Obtain written consent to obtain/provide any part of

    patients medical record to/from other providers

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    Documentation Activities - 5

    Protect patient records:

    Ensure that medical records are not easily

    accessible to others during the day

    Lock medical records in a file cabinet at the

    end of the day