WEEK 13                                  ensure safe continuity of care and the
DOCUMENTATION IN PSYCHIATRIC MENTAL                   delivery of best clinical practices.
         HEALTH NURSING PRACTICE
                                                       Purposes of Documentation in the Nursing
Definition of Terms                                    Practice
• Documentation                                        1. Communication
- is an extremely essential nursing function to        - The record serves as the vehicle by which
   monitor and maintain the standard of care              different health professionals who interact
   given to the patient.                                  with a client communicate with each other.
•   Record                                             2. Planning Client Care
-   also called a chart or client record               - Each health professional uses data from the
-   is a formal, legal document that provides             client's record to plan care for that client. A
    evidence of a client's care and can be written        primary care provider, for example, may
    or computer based.                                    order a specific antibiotic after establishing
                                                          that the client's temperature is steadily rising
•   Recording                                             and that laboratory tests reveal the presence
-   also called charting or documenting,                  of a certain microorganism
-   is the process of making an entry on a client
    record.                                            3. Auditing Health Agencies
                                                       - An audit is a review of client records for
•   Critical Pathway                                      quality assurance purposes
-   Also known as care pathway, integrated care
    pathway, clinical pathway, or care map             4. Accrediting agencies
-   is one of the main tools used to manage the        - The accrediting body may review client
    quality in healthcare concerning the                  records to determine if a particular health
    standardization of care processes.                    agency is meeting its stated standards.
-   It has been shown that their implementation
    reduces the variability in clinical practice and   5. Research
    improves outcomes.                                 - The information contained in a record can be
-   Clinical pathways aim to promote organized            a valuable source of data for research. The
    and efficient patient care based on evidence-         treatment plans for a number of clients with
    based medicine, and aim to optimize                   the same health problems can yield
    outcomes in settings such as acute care and           information helpful in treating other clients.
    home care.
                                                       6. Education
•   Case Management                                    - Students in health disciplines often use client
-   It is a collaborative process of assessment,          records as educational tools. A record can
    planning, facilitation, care coordination,            frequently provide a comprehensive view of
    evaluation and advocacy for options and               the client, the illness, effective treatment
    services to meet an individual's and family's         strategies, and factors that affect the
    comprehensive health needs through                    outcome of the illness.
    communication and available resources to
    promote patient safety, quality of care, and       7. Reimbursement
    cost effective outcomes.                           - Documentation also helps a facility receive
                                                          reimbursement from the government. For a
•   Handoff report                                        facility to obtain payment through Medicare,
-   Nurse bedside shift report, or handoff, has           the client's clinical record must contain the
    been defined in the literature as a process of        correct diagnosis-related group (DRG) codes
    exchanging vital patient information,                 and reveal that the appropriate care has been
    responsibility, and accountability between the        given.
    off-going and oncoming nurses in an effort to
8. Legal Documentation                                      format, such as human needs or functional
- The client's record is a legal document and is            health patterns. The time parameters for a
   usually admissible in court as evidence. In              flow sheet can vary from minutes to months.
   some jurisdictions, however, the record is               In a hospital intensive care unit, for example,
   considered inadmissible as evidence when the             a client's blood pressure may be monitored
   client objects, because information the client           by the minute, whereas in an ambulatory
   gives to the primary care provider is                    clinic a client's blood glucose level may be
   confidential.                                            recorded once a month.
9. Health Care Analysis                                 •   Focus Charting
- Information from records may assist health            -   Focus charting is intended to make the client
   care planners to identify agency needs, such             and client concerns and strengths the focus of
   as overutilized and underutilized hospital               care.
   services. Records can be used to establish the       -   Three columns for recording are usually used:
   costs of various services.                               date and time, focus, and progress notes. The
                                                            focus may be a condition, a nursing diagnosis,
Documentation Records / Systems                             a behavior, a sign or symptom, an acute
• Source-Oriented Record                                    change in the client's condition, or a client
- The traditional client record is a source-                strength.
   oriented record. Each person or department           -   The progress notes are organized into (D)
   makes notations in a separate section or                 data, (A) action, and (R) response, referred to
   sections of the client's chart. For example, the         as DAR.
   admissions department has an admission               -   The data category reflects the assessment
   sheet; the primary care provider has a                   phase of the nursing process and consists of
   physician's order form, a physician's history            observations of client status and behaviors,
   sheet, and progress notes; nurses use the                including data from flow sheets (e.g., vital
   nurses' notes; and other departments or                  signs, pupil reactivity). The nurse records both
   personnel have their own records. In this type           subjective and objective data in this section.
   of record, information about a particular
   problem is distributed throughout the record.        •  Charting by Exception
                                                        -  Charting by exception (CBE) is a
•   Problem-Oriented Medical Record                        documentation system in which only
-   In the problem-oriented medical record                 abnormal or significant findings or exceptions
    (POMR), or problem-oriented record (POR),              to norms are recorded. CBE incorporates 3
    established by Lawrence Weed in the 1960s,             key elements Guido, 2010):
    the data are arranged according to the              1. Flow sheets.
    problems the client has rather than the             Examples of flow sheets include:
    source of the information. Members of the               a. Graphic records of a vital sign sheet;
    health care team contribute to the problem              b. head and face assessment in a daily
    list, plan of care, and progress notes. Plans for          nursing assessments record;
    each active or potential problem are drawn              c. Braden assessment of the skin
    up, and progress notes are recorded for each
    problem.                                            2. Standards of Nursing Care
                                                        - Documentation by reference to the agency's
•   PIE                                                    printed standards of nursing practice
-   The PIE documentation model groups                     eliminates much of the repetitive charting of
    information into three categories. PIE is an           routine care.
    acronym for problems, interventions, and            - An agency using CBE must develop its own
    evaluation of nursing care. This system                specific standards of nursing practice that
    consists of a client care assessment flow sheet        identify the minimum criteria for client care
    and progress notes. The flow sheet uses                regardless of clinical area.
    specific assessment criteria in a particular
-   Some units may also have unit-specific                 changing requires more frequent
    standards unique to their type of client.              documentation than a client whose blood
                                                           pressure is constant. As a rule, documenting
3. Bedside access to chart forms.                          should be done as soon as possible after an
- In the CBE system, all flow sheets are kept at           assessment or intervention.
   the client's bedside to allow immediate             -   No recording should be done before providing
   recording and to eliminate the need to                  nursing care.
   transcribe data from the nurse's to the
   permanent record.                                   •   Legibility
                                                       -   All entries must be legible and easy to read to
•   Computerized Documentation                             prevent interpretation errors. Hand printing
-   Electronic health records (EHRs) are used to           or easily understood handwriting is usually
    manage the huge volume of information                  permissible. Follow the agency's policies
    required in contemporary health care.                  about handwritten recording.
-   That is, the EHR can integrate all pertinent
    client information into one record.                •   Permanence
-   Nurses use computers to store the client's         -   All entries on the client's record are made in
    database, add new data, create and revise              dark ink so that the re- cord is permanent and
    care plans, and document client progress.              changes can be identified. Dark ink
-   Some institutions have a computer terminal             reproduces well on microfilm and in
    at each client's bedside, or nurses carry a            duplication processes. Follow the agency's
    small handheld terminal, enabling the nurse            policies about the type of pen and ink used
    to document care immediately after it is               for recording.
    given.                                             -   In regards to EHRs, changes are made in
                                                           accordance with the software guidelines. It is
•   Case Management                                        important for the nurse to understand the
-   The case management model emphasizes                   policies and procedures of the health care
    quality, cost effective care delivered within an       institution regarding documentation.
    established length of stay.
-   This model uses a multidisciplinary approach       •   Accepted Terminology
    to planning and documenting client care,           -   Abbreviations are used because they are
    using critical pathways.                               short, convenient, and easy to use.
-   These forms identify the outcomes that                 Abbreviations are convenient; however, they
    certain groups of clients are expected to              are often ambiguous. This ambiguity places
    achieve on each day of care, along with the            the client at risk for medical errors and
    interventions necessary for each day.                  significant harm, possibly even death
                                                           (Galliers, Wilson, Randell, & Woodward,
General Guidelines for Recording                           2011).
• Date and Time                                        -   Ambiguity occurs when an abbreviation can
- Document the date and time of each                       stand for more than one term, leading to
   recording. This is essential not only for legal         misinterpretation.
   reasons but also for client safety. Record the
   time in the conventional manner (e.g.. 9:00         •   Correct Spelling
   am or 3:15 pm) or according to the 24-hour          -   Correct spelling is essential for accuracy in
   clock (military clock), which avoids confusion          recording. If unsure how to spell a word, look
   about whether a time was am or pm.                      it up in a dictionary or other resource book.
                                                           Two decidedly different medications may
•   Timing                                                 have similar spellings; for example, Fosamax
-   Follow the agency's policy about the                   and Flomax.
    frequency of documenting, and adjust the
    frequency as a client's condition indicates; for   •   Signature
    example, a client whose blood pressure is
-   Each recording on the nursing notes is signed         reflect the nursing process. Record all
    by the nurse making it. The signature includes        assessments, dependent and independent
    the name and title; for example, "Susan J.            nursing interventions, client problems, client
    Green, RN" or "SJ Green, RN." Some agencies           comments and responses to interventions
    have a signature sheet and after signing this         and tests, I progress toward goals, and
    signature sheet, nurses can use their initials.       communication with other members of the
-   With computerized charting, each nurse has            health team.
    his or her own code, which allows the
    documentation to be identified.                   •   Legal Prudence
                                                      -   Accurate, complete documentation should
•   Accuracy                                              give legal protection to the nurse, the client's
-   The client's name and identifying information         other caregivers, the health care facility, and
    should be stamped or written on each page of          the client. Admissible in court as a legal
    the clinical record. Before making an entry,          document, the clinical record provides proof
    check that the chart is the correct one. Do not       of the quality of care given to a client.
    identify charts by room number only; check            Documentation is usually viewed by juries and
    the client's name. Special care is needed             attorneys as the best evidence of what really
    when caring for clients with the same last            happened to the client.
    name.
-   Record only information that pertains to the      Documentation Principles:
    client's health problems and care. Any other      • The only evidence available years later
    personal information that the client conveys      • Used to reconstruct the care provided
    is inappropriate for the record. Recording        • Considered to be an accurate reflection of
    irrelevant information may be considered an          care provided to the patient
    invasion of the client's privacy and/or           • Scrutinized by both plaintiff and defense
    libelous. A client's disclosure that she was         attorneys
    addicted to heroin 15 years ago, for example,     • Should paint a factual picture of past events
    would not be recorded on the client's medical     • May reflect upon professional credibility
    record unless it had a direct bearing on the
    client's health problem.                          The Medical Record Should Contain the
                                                      Following Types of Information:
•   Sequence                                          • Thorough history
-   Document events in the order in which they        • Relevant information regarding diagnosis and
    occur; for example, record assessments, then          treatment Assessment of suicide/violence <
    the nursing interventions, and then the           • Consultations regarding medications
    client's responses. Update or delete problems         prescribed with dosages and any observable
    as needed.                                            side effects. If there are observable side
                                                          effects, documentation that the behavioral
•   Conciseness                                           health provider has contacted the prescribing
-   Recordings need to be brief as well as                provider.
    complete to save time in communication. The       • Informed consent
    client's name and the word client are omitted.    • Treatment compliance/non-compliance
-   For example, write "Perspiring profusely.             (describe objectively)
    Respirations shallow, 28/min." End each
                                                      • Boundary issues
    thought or sentence with a period.
                                                      • Termination
•   Completeness
                                                      What May Not Be Documented In Behavioral
-   Not all data that a nurse obtains about a
                                                      Health:
    client can be recorded. However, the
                                                      • Detailed account of sexuality
    information that is recorded needs to be
                                                      - Interpersonal conflicts
    complete and helpful to the client and health
    care professionals. Nurses' notes need to
-   Issues that may be embarrassing to the         •   A symbol identifying new/additional entries
    patient if disclosed                               should be viewable
-   Third party names                              •   The original entry should still be viewable,
•   But in Some Cases:                                 "strike through" methods with author, date,
-   Sexual behavior                                    time, commentary, linked to the original entry
-   Criminal behavior/history                          are often used
                                                   •   Note the reason for the correction
When Documenting in an EMR System, It Is           •   If a hard copy is printed, the hard copy must
Important to Remember the Following                    also be corrected
Additional Principles:
• Use only approved abbreviations, acronyms        Do’s and Don’ts for Written Documentation
   and symbols                                     • Do
• Exercise caution when moving from one            - Write legibly in permanent ink
   patient record to another                       - Put patient ID # on each page .
• Do not cut and paste information from one        - Sign, initial and date (month, day, year, time),
   EMR data field to another                          each entry
• Link each data field in the EMR to the patient   - Make entries as soon as possible (do not
   by name and health record number                   make entries in advance and identify late
• When referring to another patient, use that         entries as such)
   patient's health record number, not his/ her    - Incorporate prior records into documentation
   name                                               Include test results/consultations in record as
• Each entry and signature must be associated         well as notes that you reviewed.
   with a date/time stamp                          - Document informed consent/refusal
• Avoid relying upon templates or diagnosis        - Use specific, factual, objective language, and
   aids                                               not language that speculates, opines, or is
• Ensure patient data is encrypted and avoid          subjective in nature
   removing portable devices from the office if    - Document all facts relevant to an event,
   they contain patient data                          course of treatment, patient condition, and
• Make sure your system indicates when                response to treatment
   modifications are made to patient record        - Document rationale for deviating from
• Preserve all electronic data, emails, phone         standard treatment, when applicable
   messages and computer records                   • Don't
• Do not delete information                        - Don't leave blank areas on a page
• Do not give out your "login password"            - Don't squeeze in late entries
                                                   - Don't use personal/non-standard
Correcting Medical Record Information:                abbreviations when documenting
• Draw a single line through entry errors (make    - Don't include names of informal consults, nor
   sure original entry is still legible). Write       should informal consults document in the
   "mistaken entry"                                   medical record
• Use first initial and last name                  - Avoid using words like error, mistake,
                                                      accident, inadvertent, and malpractice
• Write the correct entry as close as possible,
                                                   - Don't erase/ block out entered information
   but not over it.
• Sign and date the entry (including time)
                                                   Documenting Nursing Activities
• Document the correct entry
                                                   • The client record should describe the client's
• DO NOT alter the original entry, or "black it
                                                      ongoing status and reflect the full range of
   out"
                                                      the nursing process. Regardless of the records
When correcting an error in an EMR, keep in
                                                      system used in an agency, nurses document
mind the following:
                                                      evidence of the nursing process on a variety
• Every entry should be date, time, author
                                                      of forms throughout the clinical record.
   stamped
Types of Documentation                                  A   The patient's status is improving, and he is
1. Soapie and Soapier                                       less short of breath than in previous days.
• Subjective                                                He continues with edema. Currently, the
- Background or historical information that may             patient is at risk for falls due to confusion
   be relevant to understanding the patient's               and will need fall precautions enforced.
   current or future clinical state such as             P   Initiate fall precautions with a bed
   description of events leading from the last              alarm/body alarm. Continue with Lasix for
   encounter to the current visit, pertinent past           diuresis. Awaiting cardiology consult
   and family histories, social habits placing the          tomorrow. Pt had an echocardiogram
   patient at risk for disease, current                     today, and the results are pending.
   medications used to manage existing                  I   Assessed patient and reconciled
   conditions and known allergies.                          medications. Spoke with daughter, pt's
• Objective                                                 power of attorney, to provide update and
- Observable, measurable or quantifiable data               education on patient's condition.
   obtained from past records, physical                     Laboratory obtained morning labs without
   examinations, tests, procedures, screenings              a problem, and vascular therapy placed a
   and other diagnostic techniques.                         new 18g peripheral IV as the previous one
• Assessment                                                was due for a change. Pt took all morning
- Possible diagnosis including reported                     meds without a problem. Reoriented
   differentials and impressions by the dictating           patient and provided opportunities for
   physician or clinical staff treating the patient.        toileting and for making needs known
• Plan                                                      every 1-2 hours today to lessen the risk of
- Completed or follow-up care plans, treatment              fall."
   actions, education.
• Not Applicable                                       Narrative SOAPIE and SOAPIER
- Irreconcilable statements that don't apply to        - The acronyms SOAPIE and SOAPIER refer to
   the previous classes                                   formats that add interventions, evaluation,
                                                          and revision:
Example of a SOAPI note:                                I   Interventions refer to the specific
 S "Mr. Smith is an 88-year-old male with a                 interventions that have actually been
    diagnosis of congestive heart failure. The              performed by the caregiver.
    patient is alert and oriented x 1 but               E   Evaluation includes client responses to
    pleasantly confused. He complained of                   nursing interventions and medical
    shortness of breath on this shift and stated            treatments.
    the 2 liters of oxygen made him feel better.            This is primarily reassessment data.
    He verbally denied pain and his nonverbal           R   Revision reflects care plan modifications
    pain score was 0. His daughter visited                  suggested by the evaluation. Changes may
    today and advised that he was trying to                 be made in desired outcomes,
    climb out of bed to go to the bathroom                  interventions, or target dates. Newer
    because of his confusion. She stated he                 versions of this format eliminate the
    "forgot he was in the hospital."                        subjective and objective data and start
 O Today, the patient's vital signs were as                 with assessment, which combines the
    follows: BP 162/82, Pulse 64 and regular,               subjective and objective.
    Respirations 20 per minute, and pulse ox
    98% on 2L Oxygen via nasal cannula. His            2. Focus charting
    lungs are diminished with scattered                - Focus Charting of F-DAR is intended to make
    crackles. Bowel sounds are active, and the            the client and client concerns and strengths
    patient had a bowel movement x 2 today,               the focus of care. It is a method of organizing
    both soft. Incontinent of urine and wearing           health information in an individual's record.
    a diaper. Skin intact at this time. Skin color        Focus Charting is a systematic approach to
    is pale. 2+ non-pitting edema noted in                documentation.
    bilateral calves and ankles.
Focus Charting Parts
Three columns are usually used in Focus Charting
for documentation:
    ➢ Date and Hour
    ➢ Focus
    ➢ Progress Notes
•   The progress notes are organized into (D)
    data, (A) action, and (R) response, referred to
    as DAR (third column)
                                                      3. SBAR
    Date/Hour           Focus          Progress
                                                      - SBAR stands for Situation, Background,
                                        Notes
                                                         Assessment and Recommendation. According
    11/17/2021 Focus of care, this    Data               to Safer Healthcare, SBAR was originally
    8:00pm     may be: a nursing      Action             developed by the U.S. Navy as a way to
               diagnosis              Response           communicate information on nuclear
               a sign or a                               submarines. However, the healthcare system
               symptom                                   adopted it in the 1990s, and now it's used
               an acute change                           worldwide.
               in the condition                       - According to the Institute for Healthcare
               behavior                                  Improvement, "SBAR is an easy-to-remember,
                                                         concrete mechanism useful for framing any
                                                         conversation, especially critical ones,
 Progress Notes
                                                         requiring a clinician's immediate attention
   Data     The data category is like the
                                                         and action." It gives clinicians a specific,
            assessment phase of the nursing
                                                         unambiguous way to communicate critical
            process. It is in this category that
                                                         information to one another, leaving little
            you would be writing your
                                                         room for error and minimizing the chance
            assessment cues like: vital signs,
                                                         that a miscommunication will cause patient
            behaviors, and other observations
                                                         deterioration.
            noticed from the patient. Both
            subjective and objective data are
                                                      The components of SBAR are as follows:
            recorded in the data category.
                                                      • Situation
  Action    The action category reflects the
                                                      - Clearly and briefly describe the current
            planning and implementation
                                                         situation.
            phase of the nursing process and
                                                      • Background
            includes immediate and future
                                                      - Provide clear, relevant background
            nursing actions. It may also include
                                                         information on the patient.
            any changes to the plan of care.
 Response The response category reflects the          • Assessment
            evaluation phase of the nursing           - State your professional conclusion, based on
            process and describes the client’s           the situation and background.
            response to any nursing and               • Recommendation
            medical care.                             - Tell the person with whom you're
                                                         communicating what you need from him or
                                                         her, in a clear and relevant way.
                                                       When calling the physician, follow the SBAR
                                                       process:
                                                           Situation      What is the situation you
                                                                          are calling about? Identify
                                                                          self, unit, patient, room
                                                                          number. Briefly state the
                problem, what is it, when              Diagnosis     Provides direction to what
                it happened or started,                              interventions should be used
                and how severe.                                      for the client. This part
   Background   Pertinent background                                 of the charting is usually stated
                information related to the                           in a two-part format accepted
                situation could include the                          by the North American Nursing
                following: The admitting
                diagnosis and date of                              Diagnosis Association (NANDA)
                admission. List of current                         - the diagnostic statement
                medications, allergies, IV                         follow the problem, etiology
                fluids, and labs Most                              and
                recent vital signs. Lab                            symptom (PES)
                results: provide the date               Planning   Include specific orders
                and time test was done                             designed to manage the
                and results of previous                            problem of the client, collect
                tests for comparison.                              additional data about the
                Other clinical information.                        problem and the goals of care.
                Code status                          Interventions These refers to the actions
   Assessment   What is the nurse’s                                taken by the nurse relevant to
                assessment of the                                  the presented problem. It
                situation?                                         includes independent,
 Recommendation What is the nurse’s                                dependent and collaborative
                recommendation or what                             nursing actions
                does he/she want?                      Evaluation  Evaluates the response of the
                                                                   client to the interventions
Examples:                                                          performed.
Notification that patient has been admitted
Patient needs to be seen now Order change.          Computerized Documentation Electronic health
Document the change in the patient’s condition      records (EHRs)
and physician notification                          - are used to manage the huge volume of
                                                       information required in contemporary health
 Example; SBAR Report to Physician about a             care. That is, the EHR can integrate all
 Critical Situation                                    pertinent client information into one record.
 S Dr. King, this is Shen Co calling from the ER       Nurses use computers to store the client's
      complex. I have Mr. Red in Room 311, a           database, add new data, create and revise
      53- year-old man who looks pale and              care plans, and document client progress.
      sweaty, feels confused and weak, and is
      complaining of chest pain rated as 7/10.      Kardex
 B • He has a history of HTN.                       - A Kardex is a desktop file system that gives a
      • He was admitted for a GI bleed                 brief overview of each patient and is updated
      • His vital signs are BP 100/60, pulse 120,      every shift. It is like having a cheat sheet for
          RR 21                                        nurses to reference that is separate from the
 A I think he’s got an active bleed and we             patient chart. It is usually kept in a central
      can’t rule out an MI, but we don’t have a        location, such as the nursing station, for quick
      troponin or a recent lab results                 access.
 R I’d like to get an EKG and labs, and I need
      for you to evaluate him right away            Principles in Nursing Documentation
                                                    Accordingly, the American Nurses Association
4. ADPIE Method                                     (ANA) presents these principles:
  Assessment Includes the subjective and            • Principle 1. Documentation
              objective data supporting the         Characteristics High quality documentation is:
              identified problem.                       ➢ Accessible
   ➢ Accurate, relevant, and consistent                    ➢ Confidentiality of clinical professionals'
   ➢ Auditable                                               information
   ➢ Clear, concise, and complete                          ➢ Confidentiality of organizational
   ➢ Legible/readable (particularly in terms of              information
     the resolution and related qualities of EHR
     content as it is displayed on the screens of       • Principle 5. Documentation Entries
     various devices)                                   Entries into organization documents or the health
   ➢ Thoughtful                                         record (including but not limited to provider
   ➢ Timely, contemporaneous, and sequential            orders) must be:
     Reflective of the nursing process                     ➢ Accurate, valid, and complete;
                                                           ➢ Authenticated; that is, the information is
• Principle 2. Education and Training                           truthful, the author is identified, and
Nurses, in all settings and at all levels of service,           nothing has been added or inserted;
must be provided comprehensive education and               ➢ Dated and time-stamped by the persons
training in the technical elements of                           who created the entry;
documentation and the organization's policies              ➢ Legible/readable; and
and procedures that are related to                         ➢ Made using standardized terminology,
documentation. This education and training                      including acronyms and symbols.
should include staffing issues that take into
account the time needed for documentation               • Principle 6. Standardized Terminologies
work to ensure that each nurse is capable of the        Because standardized terminologies permit data
following: .                                            to be aggregated and analyzed, these
    ➢ Functional and skillful use of the global         terminologies should include the terms that are
        documentation system                            used to describe the planning, delivery, and
    ➢ Competence in the use of the computer             evaluation of the nursing care of the patient or
        and its supporting hardware                     client in diverse settings
    ➢ Proficiency in the use of the software
        systems in which documentation or other         Responsibilities of the Nurse in Documentation
        relevant patient, nursing and health care       1. The nurse understands his/her accountability
        reports, documents,and data are captured           for documenting on the clinical record the
                                                           care he/she personally provides to the clients.
• Principle 3. Policies and Procedures                  2. The nurse documents the care process
The nurse must be familiar with all organizational         including information or concerns
policies and procedures related to                         communicated to another health care
documentation and apply these as part of nursing           provider.
practice. Of particular importance are those            3. The nurse documents all relevant information
policies or procedures on maintaining efficiency           about clients in chronological order with date
in the use of the "downtime" system for                    and time.
documentation when the available electronic             4. The nurse carries out comprehensive, in-
systems do not function.                                   depth and frequent documentation when
                                                           clients are acutely ill, high risk or have
• Principle 4. Protection Systems                          complex health problems.
Protection systems must be designed and built           5. The nurse documents timely the care he/she
into documentation systems, paper-based or                 provides.
electronic, in order to provide the following as        6. The nurse corrects any documentation error
prescribed by industry standards, governmental             in a timely and forthright manner.
mandates, accrediting agencies, and                     7. The nurse remarks any late entry, if indicated,
organizational policies and procedures:                    with both date and time of the late entry and
    ➢ Security of data                                     of the actual event.
    ➢ Protection of patient identification,             8. The nurse indicates his/her accountability by
    ➢ Confidentiality of patient information               adding his/her signature and title as approved
                                                           by his/her organization to each entry and
    correction he/she makes on the clinical             requirements for Medicare and other third-
    record.                                             party disbursements.
9. The nurse safeguards the privacy, security          Legal guidelines for the process of recording
    and confidentiality of clinical record by           in a client record include documenting date
    appropriate storage and custody.                    and time, legible entries, using dark ink, using
10. The nurse updates himself/herself with              accepted terminology and spelling, accuracy,
    contemporary documentation knowledge.               sequence, appropriateness, completeness,
                                                        conciseness, and including an appropriate
Highlights:                                             signature.
 Client records are legal documents that
   provide evidence of a client’s care.
 The nurse has a legal and ethical duty to
   maintain confidentiality of the client’s record;
   this includes special
   measures to protect client information stored
   in computers.
 Client records are kept for a number of
   purposes, including communication, planning
   client care, auditing health agencies, research,
   education, reimbursement, legal
   documentation, and health care analysis.
 Examples of documentation systems include
   source oriented, problem oriented, PIE, focus
   charting, charting by , computerized
   documentation, and case management.
 In source-oriented clinical records, each
   health care professional group provides its
   own record. Recording is oriented around the
   source of the information.
 In problem-oriented clinical records,
   recording is organized around client
   problems.
 Computers make care planning and
   documentation relatively easy. The use of
   computer terminals at the bedside allows
   immediate documentation of nursing actions.
 The case management model emphasizes
   quality, cost-effective care delivered within an
   established length of stay.
 The Kardex is used to organize client data,
   making information quick to access for health
   professionals.
 Nursing progress notes provide information
   about the progress the client is making
   toward desired outcomes. The format for the
   progress note depends on the documentation
   system at the facility.
 Long-term documentation varies depending
   on the level of care provided and
   requirements set by Medicare and Medicaid.
 Home health agencies must standardize their
   documentation methods to meet
                  WEEK 14                                   ➢ Prepares / compounds, packages,
       INTERDISCIPLINARY HEALTH TEAM                          labels and dispenses medications
               COLLABORATION                                ➢ Gives pharmacological information to
                                                              health care professionals, and
Interdisciplinary Mental Health Team                          monitors patient drug therapies.
- comprises professionals from various
    disciplines who work in collaboration to         4. Psychiatric Nurse:
    address a patient with mental health needs.      - The nurse has a solid foundation in health
    They complement one another's expertise             promotion, illness prevention, and
    and actively coordinate to work toward              rehabilitation in all areas, allowing him/her to
    shared treatment goals.                             view the client holistically. The nurse is also
- Regardless of the treatment setting,                  an essential team member in evaluating the
    rehabilitation program, or population, an           effectiveness of nursing care and medical
    interdisciplinary team approach is most useful      treatment, particularly medications.
    in dealing with the multifaceted problems of
    clients with mental illness.                     5. Psychiatric Nursing Aide
                                                     - Psychiatric aides help with personal hygiene,
Members of the Interdisciplinary Mental Health          meals, recreation, transportation, and
Team                                                    socialization. They als assist in medical care
1. Psychiatrist:                                        under the supervision of nurses or psychiatric
- The psychiatrist is a physician certified in          technicians.
   psychiatry by the Philippine Board of
   Psychiatry, and Neurology, which requires         6. Psychiatric Social Worker:
   residency training program in their field of      - Psychiatric social workers are a bachelor's
   specialization after passing the licensure           degree or/and master's social work, and
   exam. They will undergo a 3-year residency,          require years of clinical experience as a
   2-year of clinical practice, and completion of       prerequisite to receive a license or
   an examination.                                      certification.
- The primary function of the psychiatrist is to     - Social workers may practice therapy and
   diagnose, treat and rehabilitate mentally ill        often have the primary responsibility for
   patients.                                            working with families, community support,
                                                        and referral.
2. Psychologist:                                     - Responsible for patients' anamnesis
- The clinical psychologist has a bachelor's
   degree and/or a master's degree plus a            7. Occupational Therapist:
   doctorate degree to become a clinical             - Occupational therapists may have an
   psychologist or a researcher. To be Psyc.D one       associate degree (certified" Occupational
   must pass practical work and examinations            therapy assistant), or a baccalaureate degree
   rather than a dissertation                           (certified occupational therapist).
- Clinical psychologists identify emotional,         - Occupational therapist assists patient's ability
   mental, and behavioral problems. Through             to perform useful tasks that may contribute
   observation, interviews, and tests, the              to patients socializations and recovery
   psychologist will diagnose any existing or        - Focus on the client's functional abilities and
   potential disorders.                                 ways to improve functioning
3. Pharmacist:                                       8. Recreational Therapist:
- The pharmacist is a bachelor's degree              - Recreational therapists complete a bachelor's
   graduate or/and a master in social work that         degree in recreational therapy or a related
   requires years of clinical experience as a           field. Some may take associate's degree in
   prerequisite to receive a license or                 therapeutic recreation or another subject
   certification                                        related to health care.
- The registered pharmacist:
-   The recreation therapist helps the client to       •   Collaboration also implies helping to facilitate
    achieve a balance of work and play in his/her          the mental health of the patient, family or
    life and provides activities that promote              community within the context of the
    constructive use of leisure or unstructured            treatment team.
    time.                                              •   Nurses bring their own specialized knowledge
                                                           and skills to the treatment process.
9. Vocational Rehabilitation Specialist:
- Vocational rehabilitation specialists should         Seven characteristics of effective collaboration
   have bachelor's degrees in vocational               includes:
   rehabilitation, counseling, or a related field.     1. Trust
   Typically, they may hold a master's degree in       2. Respect
   vocational or rehabilitation counseling,            3. Commitment
   psychology, or, sometimes, social work.             4. Cooperation
- Vocational rehabilitation specialist work may        5. Coordination
   includes determining clients' interests and         6. Communication
   abilities and matching them with vocational         7. Flexibility.
   choices. Clients are also assisted in job-
   seeking and job-retention skills as well as in      PMHN Core Skill Areas: KSA
   pursuit of further education, if that is needed     • Knowledgeable
   and desired.                                        - Concepts, theories, principles, standard
                                                         practices in the care of patients with mental I
10. Expressive Art Therapist                             disorders.
- Expressive art therapist is normally a               • Skillful
    bachelor's degree. They usually study              - Communication skills
    rehabilitation science, psychology or fine arts.   - Interpersonal skills
    They may also have masters or doctors              - Decision making skills
    degree in a clinical mental health-related field   - Technical psychiatric nursing skills
    (e.g., counseling, marriage & family therapy,      - Risk assessment and risk management skill
    social work, psychology                            • Attitude
- Assists patients in exploring underlying             - Acceptance
    feelings and emotional conflicts that impair       - Empathy
    their physical, cognitive, and emotional           - Genuineness
    wellbeing by using music, art, and movements       - Nonjudgmental attitude
                                                       - Patient/Tolerant
11. Dietitian                                          - Consistent
- Dietitians are a bachelor's degree in dietetics,     - Assertiveness
    foods, nutrition, food service systems
    management, or a related area.                     The SOLER position (Egan, 2010)
- Responsible for the nutritional needs of the         S: Squarely face the patient
    client                                             0: Open posture
                                                       L: Lean forward
12. Chaplain                                           E: Eye contact
- Responsible for the spiritual needs of the           R: Relaxed attending attitude
    client.
- They are trained to assess the patient's             Team Approach in Nursing Care
    spiritual and religious needs                      • Team nursing approach is a care model that
                                                          uses a group of people led by a
Psychiatric nurse as collaborative members of             knowledgeable nurse.
the interdisciplinary team:                            • It is a delivery approach that provides care to
• Collaboration implies a commitment to                   a group of clients by coordinating a team of
   common goals, with shared responsibility for           Registered Nurses (RNs), Licensed Practical
   the outcome of care.                                   Nurses (LPNs), and psychiatric nursing aides
   under the supervision of a TEAM LEADER            Advantages
   (HEAD NURSE)                                      - Care is provided economically and efficiently
                                                     - Minimum number of RNs required
                                                     - Tasks are completed quickly
                                                     Disadvantages
                                                     - Care may be fragmented
                                                     - Patient may be confused with many care
                                                        providers
                                                     - Caregivers feel unchallenged
                                                     Functional Nursing
                                                     - Staff members assigned to complete specific
                                                        tasks for a group of patients
                                                     - Evolved during World War II as a result of a
Nursing Care Delivery System                            nursing shortage \Unskilled workers trained
• Choosing the most appropriate organizational          to perform routine, simple tasks
   model to deliver patient care for each unit or    - Common use area – operating room
   organization depends on the ff:
   ➢ skills and expertise of the staff               Team Nursing
   ➢ the availability of registered professional     • Team nursing is where groups of professional
       nurses                                           and non-professional personnel work
   ➢ the economic resources of the                      together to identify, plan, implement and
       organization                                     evaluate comprehensive client-centered care.
   ➢ the acuity of the patients,
                                                     • The key concept is a group that works
   ➢ the complexity of the tasks to be
                                                        together toward a common goal, providing
       completed.                                       qualitative, comprehensive nursing care
• Four classic nursing care delivery models             (Wikipedia).
   (1) Functional nursing
                                                     • The nurses are divided into a number of
   (2) Team nursing                                     teams. Each team has to provide care for a
   (3) Primary nursing                                  fixed group of patients. Therefore, nurses
   (4) Total patient care
                                                        have a close relation with the patients they
                                                        have to take care. Team leader is responsible
Functional Nursing
                                                        for the performance for each team members.
• Functional Nursing is a kind of nursing
   modality, which is task-oriented where a
   particular nursing function is assigned to each
   nursing staff.
• The nurse identifies the tasks to be done for a
   shift and the tasks will be divided among the
   nursing staff members who should focus on
   completing the assigned task.
• Functional nursing has the advantage of being
   efficient in handing a large number of clients.
• The idea behind functional nursing is that         Advantages
   there is a specialist for each task.              - High-quality, comprehensive care with a high
                                                        proportion of ancillary staff
                                                     - Team members participate in decision making
                                                        and contribute their own expertise
                                                     Disadvantages
                                                     - Continuity suffers if daily team assignments
                                                        vary
-  Team leader must have good leadership skills    Primary Nursing
   Insufficient time for planning and              • Primary nursing is a system of nursing care
   communication                                      delivery which emphasizes continuity of care
Team Nursing                                          and responsibility acceptance by having one
- RN as team leader coordinates care for a            registered nurse (RN).
   group of patients                               • Primary nursing focuses on the therapeutic
- Evolved in the 1950s to improve patient             relationship between a patient and a nurse
   satisfaction                                       who assumes responsibility for a patient's
- Goal was to reduce fragmented care                  plan of care for their length of stay in a
- Common use areas-most inpatient and                 particular institution. The patient is aware of
   outpatient areas                                   who their nurse is and can communicate to
                                                      the entire hospital staff through the primary
Total Patient Care                                    nurse.
• Also called Total Patient Care. Commonly
   used in intensive care unit (ICU) and post-
   anesthetic care unit (PACU).
• The nurse is fully responsible for organizing,
   planning, and performing all aspects of
   nursing care.
• Total Patient Care provides a high degree of
   autonomy, clear lines of responsibility and
   accountability, holistic patient care and
   unfragmented care
                                                   Advantages
                                                   - High-quality, holistic patient care
                                                   - Establish rapport with patient
                                                   - RN feels challenged and rewarded
                                                   Disadvantages
                                                   - Primary nurse must be able to practice with a
                                                   - high degree of responsibility and autonomy
                                                   - RN must accept 24-hour responsibility
                                                   - More RNs needed; not cost-effective
Advantages                                         History
- High degree of autonomy                          - "RN "primary nurse" assumes 24-hour
- Lines of responsibility and accountability are       responsibility for planning, directing, and
   clear                                               evaluating care
- Patient receives holistic, unfragmented care     - Evolved in the 1970s to improve RN
Disadvantages                                          autonomy
- Each RN may have a different approach to         - Common use areas-hospice, home health,
   care                                                and long-term care settings
- Not cost-effective
- Lack of RN availability                          Partnership Model (Co-Primary Nursing)
Total Patient Care                                 • RN is partnered with an licensed practical
- Nurse is responsible for planning, organizing,      nurse licensed vocational nurse (LPN/LVN) or
   and performing all care                            nursing assistant to work together
- Oldest method of organizing patient care            consistently
- Typically performed by nursing students          • Modification of primary nursing to make
- Common use areas-intensive care unit (ICU)          more efficient use of the RN
   and postanesthetic care unit (PACU)             Advantages
                                                   - More cost-effective than primary nursing
-  RN can encourage training and growth of
   partner
Disadvantages
- RN may have difficulty delegating to partner
- Consistent partnerships difficult to maintain
   due to varied
Modular Nursing
• Modular nursing is an ideal model of care to
   improve the quality of care and nurses'
                                                    Advantages
   satisfaction, far from being optimal with
                                                    - Patient comes into contact with fewer
   Functional Nursing (FN).
                                                       workers
• Patients are assigned to one unit, thus the
                                                    - Workers are unit based and spend more time
   staff members know what is their maximum
                                                       in direct-care activities
   workload, the number of beds on that unit,
                                                    - Team is supervised by an RN
   etc. And the staff quickly get to know all the
                                                    - RN is accountable for a wide range of services
   staff in that unit and develop excellent
                                                       and functions at a higher level
   working relationships.
                                                    - Cost-effective
Advantages
                                                    Disadvantages
- Continuity of care is improved
                                                    - Major change in organizational structure is
- RN more involved in planning and
                                                       required
   coordinating care
                                                    - Departments other than nursing must be
- Geographic closeness and efficient
                                                       willing to accept nursing leadership
   communication
                                                    - Nurse manager supervises many types of
Disadvantages
                                                       workers
- Increased costs to stock each module
- Long corridors not conducive to modular
                                                    Functions of the PMHN in Collaboration
   nursing
                                                    Functions of the PMHN collaboration with
Modular Nursing
                                                    1. Inter-professionals
- Modification of team nursing
                                                    - This refers to the working relationships
- Patient unit is divided into modules or units
                                                       between different groups of professionals
   with an RN as team leader
                                                       such as psychiatrist, psychiatric nurse,
- The same team of caregivers is assigned
                                                       psychologist and other mental' health team
   consistently to the same geographic area
                                                       members
- "Concept evolved to increase RN involvement
                                                    - Each professional group should bring their
   in care
                                                       own perspective to the collaborative process
                                                       to improve the standard of service and the
Patient-Centered Care (Patient-Focused Care)
                                                       experiences of patients needing mental
• Cross-functional teams of professionals and
                                                       health services and their carers.
   assistive personnel work together as a unit
   based team
                                                    2. Inter-agency
• Recent development in nursing care delivery       - Intra-agency collaboration are agreements
   models                                              occurring between or involving different
• More patient oriented than department                organizations working together for the
   oriented                                            betterment of the provision of care.
• Models vary considerably among facilities         - Ex: Department of Health & Human Services,
                                                       Mental Health Organizations. Mental /
                                                       Psychiatric Institutions
                                                    3. Intra-agency
-   Interagency collaboration in systems of care is      3. decrease cooperation and participation to
    "the process of agencies and families joining           meet the organization vision and mission
    together for the purpose of interdependent           4. decrease productivity.
    problem solving that focuses on improving
    services to children and families" (Hodges,       Conflict Resolution
    Nesman, & Hernandez, 1999, p.8).                  - Conflict resolution is a process where a given
-   The psychiatric nurse collaborate within the         disagreement between parties is mediated to
    organizations rather than only professionals         reach a proper solution.
    within them for successful provision of care.     - It is a way to work out certain differences that
                                                         arise between parties.
4. Multidisciplinary
- Multidisciplinary care team model brings            Example of Conflict in Workplace
   together different providers such as               1. Leadership Conflict
   physicians, nurses, social workers, and other      - Sometimes conflict is caused by leadership
   specialists to reduce potential for errors and        weakness, poor communication style,
   improve health care outcomes.                         favoritism.
- Service users, such as clients of mental health     Solution:
   services, have specific needs which require a      - Clearly communicate goals, the corporate
   multidisciplinary team approach to care               vision, mission and other directives.
   planning and delivery (Couchman 1995).             - Provide opportunity for employees to
- Example, within mental health care,                    contribute to corporate goals and objectives.
   specialties such as community care, elderly        - Listen attentively to subordinates' grievances
   care, child, adolescent and family services,       - Help employees to address their conflict
   parent and baby services, substance abuse,            efficiently and effectively between
   rehabilitation etc., require a range of               themselves, with their oversight.
   specialist services with dedicated resources.
                                                      2. Employee Diversity
•   Current best practice in nursing is based on      - This can lead to miscommunication and
    the principles of patient centered care, shared      differences in the way employees relate to
    decision making and multidisciplinary                one another
    teamwork.                                         Solution:
•   When applying these principles to practice,       - Holds diversity trainings
    psychiatric nurses engage in intensive            - Corporate morale boosting events like picnics
    collaboration with colleagues, patients and          or brown bag lunches, and other programs to
    relatives.                                           help employees interact with one another
•   Collaboration is crucial in everyday practice        and share similarities in a positive setting will
    and should be considered a core value of             help resolve conflict.
    nursing.                                          - Focus on the goal and mission of the company
                                                         to help find commonalities rather than focus
Conflicts and Conflict Resolution for Better             on differences.
Working Relationships
• Conflict is simply defined as a disagreement        3. Growth & Development
   or opposition of interests or ideas.               - Conflict maybe the result of employees
• There are broadly two kinds of workplace               thinking that they are not recognized or
   conflict:                                             employees being bored with the company.
   ➢ when people's ideas, decisions or actions        Solution:
       relating directly to the job are in            - Motivates employees by rewards and or
       opposition                                        recognition/ appreciations
   ➢ when two people just don't get along             - Provide trainings for their growth &
• Workplace conflict may tend to:                        development
   1. lower the team morale,                          - Engage employees in team building events
   2. increase absenteeism
4. Individualism                                    6. Identify A Common Goal
- Conflict may be the result of "dog eat dog"       - In this step, both parties agree on the desired
   mindset that puts personal growth and               outcome for the conflict
   success above co-workers and at times, even      - Both parties may realize they have the same
   the company.                                        goal, they just have different opinions on how
Solution:                                              to reach that goal
- Managers should offer trainings that show         - Once the common goal is identified, you can
   how harmony and collaboration in the office         start working towards a resolution.
   actually helps everyone reach their individual
   goals. When employees see the connection         7. Use A Third-Party Mediator
   between their own success and their co-          - In some cases, it may be useful to use a
   workers' and company's success, collectivism        neutral third party whom everyone trusts to
   will occur naturally.                               be fair.
                                                    - This can help ensure both parties understand
Nine Steps in Resolving a Conflict in the              one another fully and, if necessary,
Workplace (Indeed Editorial Team, 2021)                continually remind everyone of the ultimate
1. Understand The Conflict                             goal so that the conversation and
- Fully understand your position in the conflict       brainstorming session remains productive
   and the position of the other party.
- Clarify your own interests and those of the       8. Brainstorm Solutions
   other person.                                    - Look for win-win solutions or compromises
- Think through what agreements you might be           that all parties can agree upon.
   able to reach.                                   - If the conflict is between you and someone
                                                       who works under you, use their ideas first to
2. Explore Alternatives                                increase the personal commitment on their
- In some cases, the parties are not able to           part and make them feel heard.
   reach an agreeable solution in a conflict.
- Brainstorm possible resolutions to the conflict   9. Agree on A Plan Of Action
- Compare each of those solutions that you          - Identify different solutions that both you and
   have already decided upon and determine if          the other party can accept and see where
   the new solution is better.                         there is common ground.
                                                    - Ideally, you would identify a solution that's a
3. Find A Private, Neutral Place                       win-win for everyone involved. However, if
- It's important to find a quiet and neutral           this isn't possible, look for an idea that
   location where you can discuss the conflict in      everyone can agree with and be committed
   private.                                            on it.
4.   Communicate Both Sides
-    Be an active listener.
-    Let everyone participate
-    Avoid forming assumptions
-    Remain calm
5.   Be Aware Of Body Language
-    Maintaining eye contact
-    Being conscious of your expression
-    Relaxing your neck and shoulders
-    Using a neutral tone with a moderate speed
     and volume
-    Avoiding the use of words that imply an
     absolute such as "always" or "never"
                WEEK 15                              -   A clinical psychologist is a psychologist who is
 LEADERSHIP AND MANAGEMENT ROLES OF A                    an expert in mental health. They have
 PSYCHIATRIC-MENTAL HEALTH NURSE (PMHN)                  undertaken highly specialized accredited
                                                         training in the assessment, diagnosis,
Terminologies                                            formulation, and psychological treatment of
• Psychiatric and mental health nursing                  mental health, behavioral, and emotional
- PMH nurses promote well-being through                  disorders across the lifespan.
   prevention and education, in addition to the
   assessment, diagnosis, care, and treatment of     4. Psychiatrists
   mental health and substance use disorders,        - A psychiatrist is a physician who specializes in
   medications, etc.                                    psychiatry, the branch of medicine devoted to
• Psychiatric Home care                                 the diagnosis, prevention, study, and
- A care provided by psychiatric nurses in the          treatment of mental disorders.
   client's home. Psychiatric home care nurses       - Psychiatrists are medical doctors and evaluate
   must                                                 patients to determine whether their
- have physical and psychosocial nursing skills         symptoms are the result of a physical illness,
   to the demands of the client population they         a combination of physical and mental
   serve.                                               ailments or strictly mental issues.
• Management
- the process of getting work done through           5. Mental Health Technicians (aka Psychiatric
   others.                                              Aides or Mental Health Assistants)
• Manager                                            - are medical professionals who provide care
- one who carries out predetermined policies,           for mentally ill or emotionally disturbed
   rules and regulations with official sanction or      patients.
   act.                                              - They typically work under the supervision of a
• Effectiveness                                         mental health professional, like a psychiatrist,
- extent wo which desired outcomes are                  doctor or nurse, and often work in hospitals
   attained through use of intervention.                or institutions.
• Efficiency
- the relationship between monetary value of         6. Clinical Social Workers
   resources expanded and monetary value of          - are highly trained professionals working to
   results achieved. Achieving the best results         improve the quality of life and well being of
   with least cost.                                     others through direct practice, crisis
                                                        intervention, research, community organizing,
Interdisciplinary Team                                  policy change, advocacy, and educational
1. Mental Health Nurse                                  programs.
- An expert in assessing, diagnosing and
    treating various psychiatric disorders. These    7. Occupational Therapists (OTs)
    nursing professionals work as members of a       - are health care professionals specializing in
    dedicated health care team that provides            occupational therapy and occupational
    complete health care for the mental and             science.
    physical aspects of people.                      - OTs and occupational therapy assistants
                                                        (OTAs) use scientific bases and a holistic
2. Psychiatric Nurse                                    perspective to promote a person's ability to
- Earn a master's in nursing or a doctor of             fulfill their daily routines and roles.
   nursing practice (DNP), they can become           - OTs have immense training in the physical,
   APRNs who can assess, diagnose, and treat            psychological, and social aspects of human
   the mental health needs of a patient, which          functioning deriving from an education
   can include prescribing medication and               grounded in anatomical and physiological
   providing psychotherapy.                             concepts, and psychological perspectives.
3. Clinical Psychologist                             8. Music Therapists
-   is part of an employment subgroup of              Management
    creative arts therapists who use the arts to      - is an old French term it means "the directing".
    treat mental illness, provide support for           There are many definition of management is.
    individuals with disabilities, and to promote       It is a universal process. It is the process of
    wellness and personal growth and creativity.        coordinating and supervising personnel and
                                                        resources to accomplish organizational goals.
9. Art Therapists                                       Also it is to design and maintain an internal
- have studied and mastered both psychology             environment in which people working
   and human development, and are trained in            together in groups that can perform
   both therapy and art. They can help                  effectively and efficiently towards the
   individuals, couples, families, or groups of         attainment of group goals.
   people regardless of sex, age, or ethnicity.       - It is a universal process.
                                                      - Use in business, practice of one's profession
10. Psychodrama Director or Psychodramatist             and even day to day personal affairs.
- Directs an action method, often used as a           - The process of coordinating and supervising
    psychotherapy, in which clients use                 personnel and resources to accomplish
    spontaneous dramatization, role playing, and        organizational goals.
    dramatic self-presentation to investigate and
    gain insight into their lives.                    Three-Fold Concept to Emphasize The Broader
                                                      Scope of Management (HARBIZON AND MYERS)
11. Dietitian                                         1. Economic source
- help people to understand the relationship          - is one of the factors of production together
    between food and health. They also help              with land, and capital.
    people change their diet so that they can         - Industrialization increases, management is
    become healthier, and stay healthy.                  substituted by labor and capital.
                                                      - Management of a firm determines to a large
12. Chaplain                                             extent, its productivity and profitability.
- They bring expertise that is essential to
    patient and family care, including: assessing,    2. System of authority
    responding, documenting and communicating         - management first develops with top
    issues of spiritual distress and interventions       individuals determining the course of action
    to other members of the team; acting as              for the rank and file.
    cultural brokers, ensuring beliefs and            - The constitutional management emphasizes
    practices are identified and integrated into         definite and consistent concern for policies
    care; participating in invaluable conversations      and procedures in dealing with the working
    when ethical issues arise and consultations          group.
    are needed; and educating physicians and          - A line toward a democratic and participative
    other clinical staff on spiritual, religious,        approach follows as employee receive higher
    existential or cultural components that              education.
    influence beliefs and values, as well as how
    they can respond as "spiritual care               3. Class and status system
    generalists."                                     - this is from sociologist's point of view that
                                                         managers have become an elite group of
Nursing Management                                       brains and education.
- is a guide for nurses who wants to learn the        - This class is based on education and
    concepts behind Nursing Management.                  knowledge.
This will also guide nurses to;                       - Managers continue to expand their horizons
    ➢ organizing                                         in an effort to attain the ultimate
    ➢ staffing
    ➢ scheduling                                      Role of Manager
    ➢ directing                                       1. Interpersonal
    ➢ controlling                                     - Symbol
-    Leader                                            ➢ Span of Control-refers to the number of
-    Liaison                                             employees that should be placed under
2.   Informational                                       the direction of one leader-manager
-    Monitors
-    Disseminates                                   2. Staff Authority
-    As spokes person                               - authority that is based on the expertise and
3.   Decisional                                        which usually involves advising the line
-    Entrepreneur or Innovator                         managers.
-    Trouble shooter
                                                    3. Team Authority
Four Principles of Scientific Management            - is granted to committees or work teams
1. Traditional "Rule of Thumb" means organizing        involved in an organization's daily operations
   work must be replaced with scientific               Work teams are group of operating
   methods. Give allotted time to workers in           employees who shared a common vision,
   accomplishing their task.                           goals and objectives.
2. Workers can be hired, trained and promoted
   based on their competence and abilities.         C. Staffing functions consist of recruiting
3. Employees are entitled of receiving financial       interviewing, hiring and orienting staff.
   rewards, and incentives for worked               • Process of assigning competent people to
   accomplished because he viewed humans as            fulfill the roles designated for the
   "economic animals' motivated solely by              organizational structure through recruitment,
   money.                                              selection and development, induction and
4. Maintain good interpersonal relationship            orientation of the new staff of the goals,
   between the workers and managers they               vision, mission, philosophy etc.
   should be cooperative and interdependent
   and the work should be shared equally.           Staffing Process
                                                    1. Preparing to Recruit - types and number of
Management Process                                      personnel
A. Planning it is determining philosophy, goals     2. Attracting a Staff - formal advertisement
   and objective, policies, procedures and rules.
                                                    3. Recruiting and Selecting a Staff - interview,
B. Organizing it includes establishing the             induction, orientation job, order pre-
   organizational structure to carry out plans.        employment testing, signing of contract
Organizing Process Includes
• Identifying and defining basic tasks.             Staffing Pattern
• Delegation of authority and assigning             - plan that articulates how many and what kind
   responsibility                                       of staff are needed/shift or per day in unit or
• Establishing relationships                            in department.
Three Forms of Authority                            Scheduling
1. Line authority                                   - Timetable showing planned work days and
- is a direct supervisory authority from               shifts for nursing personnel.
   supervisor to subordinates.                      • Issues to consider in scheduling staff:
   ➢ Chain of Command- unbroken line of             1. Patient type and acuity
       reporting relationships that extends         2. Number of patients
       through the entire organization. The line    3. Experience of Staff
       defines the chain of command and the         4. Support available to the staff
       formal decision making structure.
   ➢ Unity of Command-within the chin states        • Shifting Variations
       that, each person in the organization        1. Traditional Shifting Patterns
       should take orders and reports only to           ➢ 3 shift (8 hr shift)
       one person                                       ➢ 12 hr shift
     ➢ 10 hr shift                                    •   Much of the work of manager is accomplished
2.   Weekend option                                       by transferring the responsibilities to
3.   Rotating work shift                                  subordinates
4.   Self-scheduling - staff makes their own
     schedule • Permanent work shift                  Good Reasons for Delegation
5.   Floaters-"on-call"                               • Manager delegate routine task so that they
                                                         are free to handle problems that are more
D. Directing it includes several staffing functions      complex or require higher level of expertise
   such as motivating, managing conflict.             • Delegate routine task if someone else is
   Delegating, communicating, facilitating               better prepared or has greater expertise or
   collaboration.                                        knowledge in solving the problems
• Act of issuing of orders, assignments,
   instructions, to accomplish organizational         Common Errors in Delegation
   goals and objectives.                              • Underdelegating
• Delegation - entails responsibility                 - systems from the manager's false
• Assignments- no responsibility                         assumptions that delegation maybe
                                                         interpreted as a lack of ability on his part to
Elements of Directing                                    do the job correctly and competently.
1. Communication                                         Reasons are:
2. Delegation                                            ➢ Managers believe that they can do the
3. Motivation                                                work faster and better
4. Coordination                                          ➢ Managers believe that the responsibility
5. Evaluation                                                may be rejected if delegated
                                                      • Overdelegating
E. Controlling functions include performance          - subordinates become overburdened which
   appraisals. Fiscal accountability, quality            may lead to dissatisfaction and low
   control, legal and ethical control.                   productivity. Reasons are:
                                                         ➢ Managers who are lazy
The Manager is Motivating:                               ➢ Manager who are overburdened and
• When the subordinate says we, not you or I,                exhausted
   in discussing business matters;                    • Improper Delegation
• When the subordinate is in complete                 - delegating at the wrong person, time, tasks
   agreement on objectives and works towards             and beyond the capability of the
   achieving them in the knowledge that these            subordinates.
   are attainable;
• When the subordinate brings his problems to         Steps in Effective Delegating
   the manager without fear of criticism and          1. Plan ahead
   knows that the manager will listen to him;         2. Identify necessary skills and levels
• When the subordinate knows that the                 3. Select most capable personnel
   manager will attempt to correct his faulty         4. Communicate goal clearly
   behavior and his personality.                      5. Empower the delegate
                                                      6. Set deadlines and monitor progress
Delegation                                            7. Model the role and provide guidance
• Act of assigning to someone else a portion of       8. Evaluate performance
   the work to be done with corresponding
   authority, responsibility and accountability       “Leaders can be Mangers, but Not All are
   (ARA).                                             Leaders”
• According to ANA, it is the transfer of
   responsibilities for the performance of the        Leadership
   task from one person to another                    - is the act of influencing group to follow a
                                                         certain course of action.
-     A process of influence in which the leader     -   Emphasize             -   Organization
      influences others toward goal achievement.         interpersonal         -   Have a greater
-     Is about creating change. It involves              relationship              format
      establishing a direction, aligning people      -   Direct willing            responsibility and
      through empowerment, motivating and                followers                 accountability for
      inspiring them toward producing useful         -   Have goals that           rationality and
      change and achieving the mission.                  may or may not            control than
                                                         reflect those of          leaders
Nursing Leadership                                       the organization      -   Direct willing and
- process where by nurse influences one or                                         unwilling
   more person to achieve a specific goal in the                                   subordinates
   provision of quality nursing care.
                                                    Great Man theory: (1900-1940)
      COMPARISON BETWEEN LEADERSHIP AND             - Leaders are born.
                     MANAGEMENT                     - Leaders display both instrumental (technical)
            LEADERS              MANAGERS              and supportive (socially oriented) leadership
    Leaders need to do     Managers do things          behavior
    the right things. are  right are challenged     - Great leaders arise when situation demands
    challenged by change, by continuity and            it.
    focus on purposes and focus on structures
    have a future time     and procedures in a      Trait Theory
    frame.                 present time frame.      - Traits are inherent (before). Traits can be
                           They ask who, what,          learned (now)
                           when, where and how      - Identified traits: energy, affection,
                           as they use schedules        enthusiasm, ambition, aggressiveness,
                           to get to the                decisiveness, self assurance, self confidence,
                           destinations and             friendliness, affection, honesty, fairness,
                           evaluate human               loyalty, dependability, technical mastery,
                           performance.                 teaching skill.
    LEADER                 MANAGER
    - Often do not have - Are assigned a            Charismatic Theory
        delegated              position by the      - Leaders possess charisma (an inspirational
        authority but          organization            quality that some leaders possess that makes
        obtain power       - Have a legitimate         others feel better in their presence.
        through other          source of power
        means, such as         due to delegated     Situational Theory
        influence              authority that       - Traits required of a leader differ according to
    - Have a wider             accompanies their        varying situations (variables)
        variety of roles       position             Variables:
        than managers      - Have a specific            ➢ personality of the leader
    - Focus on group           duties and               ➢ performance requirements of both the
        process,               responsibilities             leader and followers
        information            they are expected        ➢ attitudes, expectations and needs of the
        gathering,             to carry out                 leader and followers
        feedback, and      - Manipulate
        empowering             people, the          Leadership Styles
        others                 environment,         1. Authoritarian
    - May or may not be        money, time, and     - rigid leader and uses leadership role as an
        part of the formal     other resources to      instrument of power.
        hierarchy of the       achieve the goals    - Makes all decision
        organization           of the               - Strong control is maintained over the work
                                                       group
-   Others are motivated by coercion
-   Others are directed with command
2. Democratic
- fair and logical uses the leadership role to
   stimulate others to achieve collective goal
- less control is maintained
- economic and ego awards are used to
   motivate
- others are directed through suggestion and
   guidance
3. Laissez-Fair
- passive and unproductive, usually assumes
   the role of participant
- observer and exerts a little control or
   guidance.
                 WEEK 16                                 6. Tissue and sample Collection and
  PSYCHIATRIC NURSING ROLE AS MEMBER OF                     Processing
            THE RESEARCH TEAM
                                                      Action Research
Research                                              - In the health Care settings, the leadership,
- helps determine effective best practices and            interpersonal, and management skills needed
   improve patient care.                                  to manage such change effectively within
- helps nursing respond to changes and                    multi-professional in a variety of health care
   challenges in the healthcare environment,              settings. It provides unique use of action
   individual, family, patient and group                  research as a model for planning and
   populations and government regulations.                implementing change at the patient-service
                                                          interface.
Nursing research is:
- Systematic inquiry designed to develop              Example of Action Research that can be applied
   knowledge about issues of importance to            with Nursing Leadership and Management.
   nurses, including nursing practice, nursing               Work-based learning: a leadership
   education, and nursing administration. Polit             development example from an action
   and Beck (2006)                                          research study of shared governance
                                                                      implementation
Patient Satisfaction                                   - Tracey Williamsonl
- Is an important and commonly used indicator          - Affiliations expand,
   for measuring the quality in health care.               PMID:16238690DOI:10.1111/j.1365-
- affects clinical outcomes, patient retention,            2934.2005.00576.x
   and medical malpractice claims.
- It affects the timely, efficient, and patient-       Abstract
   centered delivery of quality health care.           Aim: An empowering action research study was
                                                       undertaken to evaluate and strengthen the
ROLES of Nurses in Research                            implementation of shared governance. One
Related activities:                                    aim was to identify actors that acted as aids or
- Participate in journal club in a practice setting    barriers to effective decision-making by clinical
   to discuss & critique research articles             leaders. As a work-based learning approach,
- Attend research presentations at professional        action research was expected to lead to
   conferences                                         integration of learning in to practice by
- Evaluate completed research for its possible         researcher and participants alike
   use in practice
- Help to develop an idea for a clinical study         Background:
- Review a proposed research plan and other            Shared governance replaces traditional
   clinical expertise to improve the plan              hierarchies and requires and develops clinical
- Assist researchers in collecting information         leaders. Strategies are needed to maximize
   for study                                           learning from introduction of such initiatives at
- Provide information and advise to clients who        the individual, group and organizational level.
   are participating in studies
- Discuss the implications and relevance of            Methods:
   research findings with clients                      Participant observations and interviews were
                                                       undertaken with shared governance council
Steps of Research Project (Nurses Role in              members from one model in north-west
CLINICAL RESEARCH)                                     England.
   1. Protocol Development
   2. Informed Consent                                 Results:
   3. Ethics approval                                  Leadership skills and knowledge and shared
   4. Patient Recruitment                              governance practices were significantly
   5. Data Collection                                  enhanced Preparation for council roles was
 considered inadequate Increased structured                  to carry out a study, or other processes to
 time for reflection and action planning was                 be undertaken in an anticipated future
 indicated                                                   trial (excluding the specific intervention
                                                             and exact protocol) with a small sample,
 Conclusions:                                                conduct a feasibility study that is not a
 Implementation of shared governance has                     pilot study
 succeeded in developing leadership capacity         6. Design the study
 Evaluation findings have led to improvements            a. Choose a research design (cross sectional,
 in the overall shared governance model Action               cohort, or correlation, for example)
 research has been found to have great utility at        b. Determine setting, sample size,
 optimizing work based learning Nurse                        recruitment strategy, randomization (if
 Managers need to develop their coaching and                 appropriate), instruments, data analysis,
 facilitating skills and recognize there is no               and procedures
 "quick fix" for developing clinical leaders             c. Ensure protection of human subjects
 Implications include the need to support                    (submit plan for institutional review board
 learners in identifying and implementing                    approval)
 changes arising from work based learning            7. Collaborate with stakeholders at the setting
 activities, the significant resource implications       to minimize disruptions and obtain support
 and the need to optimize the organizational         8. Carry out the study
 climate if work based learning approaches to        9. Analyze the results
 leadership and management development are           10. Relate the findings to plans for a future study
 to succeed                                              a. Do results suggest it is worthwhile to
                                                             pursue the study as planned?
Feasibility                                              b. Do results provide data suggesting it
- can provide such data and this can validate                would be important to modify aspects of
   study procedures or identify procedures in                this study to improve the anticipated
   need of revision.                                         larger study?
                                                         c. Do results provide the data needed to
Step-by-Step Guide to Feasibility Research                   propose a larger study as planned?
1. Identify a problem and/or a question.             11. Disseminate findings
2. Review the literature.
3. Identify gaps in our knowledge.                   Journal Sharing and Reaction on Shared
4. Refine the general question, formulating a        Governance
   specific research question(s).                    Reflective journaling
5. Consider reasons for conducting preliminary       - is a term that refers to documenting ideas,
   research and determine the form it should            personal thoughts and experience through
   take.                                                writing
   a. If a nurse researcher want to evaluate the     - a valued tool for teaching nursing students
       feasibility of carrying out the planned          and for documentation, support, and
       protocols and interventions of an                generation of nursing knowledge among
       anticipated larger study with                    experienced nurses
       randomization of participants, conduct a      - a comfortable medium for nurses to be more
       randomized pilot study                           open about their journey and experience
   b. If a nurse researcher want to evaluate the     - can also be a great way to map a nurse's
       feasibility of using all or part of an           progress and achievements in his or her
       intervention and, possibly, other                nursing/clinical education as well as in their
       processes in a proposed larger study, but        career
       without randomizing participants, conduct
       a nonrandomized pilot study                   Shared Responsibility for Implementing
   c. If a nurse researcher want to evaluate         Evidence Based Practice
       aspects of data collection, data              - Evidence based practice (EBP) is the process
       management, the adequacy of resources             of collecting, processing, and implementing
    research findings to improve clinical practice,   -   Who needs to be trained and what training is
    the work environment, or patient outcomes             needed
-   According to the American Nurses Association
    (ANA) nursing interventions should be
    practical, methodical decisions based on EBP
    research studies utilizing the EBP approach to
    nursing practice helps us provide the highest
    quality and most cost efficient patient care
    possible
•   When evaluating EBP nursing research
    studies, focus on these four criteria:
-   Validity
-   Reliability                                       Continuing Professional Development Program
-   Relevance                                         Philippine Qualifications Framework
-   Outcome                                           - describes the levels of educational
•   Facilitating EBP is a shared responsibility of        qualifications and sets the standards for
    the professional nurse, the organization,             qualification outcomes. It is a quality assured
    leader managers and the education or staff            national system for the development,
    development department                                recognition and award of qualifications based
                                                          on standards of knowledge, skills and values
Training Needs Analysis                                   acquired in different ways and methods by
- is a process in which the company identifies            learners and workers of the country.
    training and development needs of its             - It is a collaborative program by the
    employees so that they can do their job               Department of Education (DepEd), Technical
    effectively It involves a complete analysis of        Education and Skills Development Authority
    training needs required of various levels of          (TESDA), Commission on Higher Education
    the Organization.                                     (CHED), Professional Regulation Commission
- It is a process which helps the organization            (PRC) and Department of Labor and
    review the state of their training Its                Employment (DOLE).
    importance is to helps them to determine all
    the training needs to be completed in a
    certain period to allow their team to
    complete their job as effectively as possible.
- The purpose of training needs analysis is to
    identify performance requirements and the
    knowledge, skills, and abilities needed by an
    agency's workforce to achieve the
    requirements An effective training needs
    assessment will help direct resources to areas
    of greatest demand.
Three Levels of Training Needs Analysis               FACTS OF PQF
1. Organizational Analysis                            • WHAT... It is a reference-system of national
- TNA at the organizational level. Ex: SWOT              standards of qualifications earned by
   Analysis                                              individuals educated and trained in the
2. Task Analysis                                         Philippines
- Tasks to be performed on the job are                • WHO...It is governed by the PQF National
   analyzed: Knowledge, Skills, and Abilities            Coordinating Council (PQF NCC) composed of
   needed to do those tasks are also analyzed            the Department of education (DepED),
3. Individual Analysis                                   Commission on Higher Education (CHED),
                                                         Technical Education and skills Development
    Authority (TESDA), Professional Regulations        •   Staff development
    Commission (PRC) and Department of Labor           -   is cost-effective method of increasing
    and Employment (DOLE).                                 productivity.
•   FOR...It is for employers, workers, teachers       •   Training
    and learners, parents and government who           -   organized method of ensuring that people
    wish to understand Philippine qualifications           have knowledge and skills for specific
    and compare them with others.                          purpose. The manager must first determine
•   WHO...Its objective is to establish national           the employees needs by asking their
    standards and levels of qualifications to assist       knowledge deficits or giving employees skills
    and support academic and worker mobility               checklists or tests. By identifying their
    and to address job skills mismatch.                    handicaps, planning their programs and
•   HOW...It outlines what an individual has               development to correct this deficiency early.
    learned and can do based on qualification          •   Education
    type, levels and agrees of competency.             -   more formal and broader scope than training.
                                                           Training is for immediate use, Education is
•   The Philippine Report referenced against the           designed to develop individuals in a broader
    ASEAN Qualifications Reference Framework               sense by re-organizing educational needs,
    (AQRF) has been accepted as aligned to the             encouraging educational pursuits and
    AQRF Referencing Criteria and has been                 specialty programs
    endorsed by the AQRF Committee to the              •   Competence
    ASEAN Ministers of Economy, Education and          -   having the abilities to meet requirements for
    Labor.                                                 particular role. Health care organizations use
•   The Philippine education and training system           many resources to determine competency.
    and responsibilities and legal bases of all            These include licensure exams, national
    relevant national bodies involved in the               certification and performance review
    referencing process. It also presented the
    procedures for the inclusion of qualifications     A. Orientation
    in the PQF and in the Philippine Qualifications    - Refers to planned and guided activities of an
    Register (PhQuaR). It ascertains the                  employee in the organization, the work
    demonstrable link between the qualification           environment, and his/her job.
    levels in the PQF and the AQRF and the basis       - Purpose: seeks to establish favorable
    in agreed standards of the qualifications             attitudes towards the organization, unit and
    system..                                              department, provide information and
                                                          education for success on the job, instill
Continuing Professional Development                       feelings of belongingness and acceptance
- One aspect of Human Resource Management.             - An effective orientation program results in
- The Major Task of Staff Development in                  higher productivity and fewer infractions of
   nursing is to provide structure and assistance         rules, regulations or policies.
   for employees to learn in greater depth and         Induction
   translate these knowledge, skills, abilities and    - Takes place before the employee performs
   principles learned in nursing practice within          his/her job wherein the Personnel Section
   the institution.                                       Manager provides information on the
- Better Trained and more competent staff can             mission, vision, philosophy goals and
   save the organization money by increasing              objectives of the organization/institution,
   productivity and positive outcomes.                    organizational structure, policies on hiring,
                                                          salaries, benefits, rules of conduct and safety
Purpose of Staff Development Activities                   or fire programs
- To establish competence                              - These information are usually found in the
- To meet new learning needs                              employee's handbook wherein he is required
- To satisfy interests the staff may have in              to sign this handbook as evidence that he has
   learning specific areas                                received it.
Orientation In The Nursing Service                       present job or to achieve promotion to a
➢ Usually done in the conference room or                 position with higher responsibilities. It
   training room of the nursing service where            provides experience of new concepts,
   the members of the training staff conduct this        innovations, product application or
   conference.                                           acquisition of increase expertise.
➢ In the absence of training division, Clinical      -   Examples include team building, values re-
   managers or Chief nurses conducts the                 orientation, infection control, documentation,
   orientation of new nursing personnel. The             medication updates, case presentation,
   training staff, clinical manager, head nurse          journal meeting, ECG monitoring
   acts as a mentor to the new employee and          -   Management Training or Supervisory
   instill values and attitudes that each position       Development Training Programs are designed
   requires. They are leading by Example.                to train employees who have potential for
➢ Starts with the vision, mission, philosophy and        leadership in supervisory or managerial
   objectives of the nursing service, hospital           positions.
   policies on selection, hiring, promotion,         -   Nurses are also given opportunities to attend
   transfer, dismissal, review of job descriptions       seminars or programs conducted by other
   and updating license are explained                    agencies or associations or even conferences
➢ Induction to unit personnel, unit policies,            of other departments within the same
   nursing standards of practice and nursing             institution.
   procedures.
➢ Tour of the new employee around the                C. Continuing Education
   hospital and unit where she will be assigned      - Continuing education programs are usually
   will be done.                                        accredited by the Professional Regulation
➢ A preceptor together with the new employee            Commission (PRC) with corresponding contact
   observes nursing activities, joins                   hours/units that are used when renewing
   medical/nursing rounds and observes turn of          licensure card.
   shift endorsements. They are also given           - Professional Regulations Commission (PRC)
   opportunities to observe experience nurses           started to require CPD units for renewal after
   by "shadowing" or being the "big sister" or          Republic Act 10912 or the Continuing
   "buddy" to the next employee.                        Professional Development Act of 2016 was
➢ This can establish camaraderie and feelings of        enacted into law. PRC then issued Resolution
   belongingness and acceptance and helps new           No. 1032 or Implementing Rules and
   employees develop confidence in their duties         Regulations (IRR) for CPD Law.
   and responsibilities in the shortest time         - Initially, nurses were required 45 CPD units
   possible.                                            for the 3-year renewal cycle or 15 units per
➢ On the second week, depending on his                  year. But due to public backlash, stakeholders
   evaluation, new employee assumes greater             had to reconsider the guidelines and come up
   responsibilities and may be given 75-80% of          with some amendments.
   staff nurse functions by Clinical
   Manager/Head Nurse.                               •   On February 27, 2019 PRC and CPD Councils
                                                         came up with IRR Amendments through
B. In-Service Education                                  Resolution No. 2019-1146 which take effect
- Includes all job instructions that are given to        March 1. Here are the salient points in the
   enhance the employee's recent job                     amendments:
   performance.                                      •   PRC provides a "transition period" for
- It is a planned educational experience                 professional to comply the unit requirements.
   provided by the employer/agency with the              During this transition period the following
   purpose of assisting the employee to perform          shall be observed:
   more effectively both as a persona and as a           a) Professionals working overseas (OFWs)
   worker.                                                  will not be covered by the CPD
- Purpose: enable employees to move from                    requirement
   satisfactory to excellent performance in the
    b) Newly licensed professionals shall not be         ➢ renal nursing at the National Kidney and
       covered by CPD requirement for the first            Transplant Institute (NKTI);
       renewal cycle after obtaining their license.      ➢ pediatric nursing at the Philippine
    c) The various CPD Councils shall reduce the           Children's Medical Center, National
       required CPD credit units to a minimum,             Children's Hospital;
       which shall not be more than 15, as               ➢ pulmonary nursing at the Lung Center of
       provided for under applicable laws.                 the Philippines;
                                                         ➢ mental health nursing at the National
•   Professionals who lacked CPD units but were            Center for Mental Health.
    able to renew through an Affidavit of
    Undertaking shall only comply with the            D. Formal Education
    required number of units as amended               • Career development in nursing consists of
    pursuant to this Resolution equivalent to not        formal academic instruction in a defined
    more than 15 credit units.                           program of higher education, licensure,
•   Nurses need to attend programs accredited            professional continuing education,
    by CPD Council to earn units. These may              certification, and advanced practice academic
    include: Formal learning, Nonformal learning,        degrees at the master's and doctoral levels.
    Informal learning, Self-directed learning,        • As required by PNA Act of 2002, RA 9173,
    Online leaming activities, Professional work         specifies that nursing administrators and
    experience.                                          those engaged in nursing education and
•   These CPD programs are usually offered by            training programs should have Master's
    nursing organizations such as Philippine             Degree in Nursing (MAN).
    Nurses Association (PNA), Association of          • Nurses are encouraged to attend formal
    Nursing Service Administrators of the                schooling in Graduate Schools, not just for
    Philippines (ANSAP), Critical Care Nurses            promotion but also for career development.
    Association of the Philippines, Inc. (CCNAPI),    • Specialization in nursing occurs at the
    Ang Nars and other accredited providers.             master's level. Master's programs prepare
    They need to be accredited by PRC for formal         leaders for advanced practice nursing as
    number of units/hours for CPD.                       clinical nurse specialists (CNS), nurse
                                                         practitioners (NP), certified nurse-midwives
Staff Development Programme in Nursing                   (CNM), certified registered nurse anesthetists
Specialty Courses                                        (CRNA), administrators, teachers, and
• The Program is a system of developing and              consultants. Courses in nursing and other
    certifying nurses based on a set of standard         science disciplines provide advanced
    competencies in both basic and specialty             theoretical knowledge, assessment skills, role
    areas.                                               and leadership development, advanced
• The components of the certification include            clinical practice in a selected specialization,
    competency assessments of self and                   and the opportunity to critique and apply
    workplace, competency-based learning                 nursing theory and research as a scientific
    interventions and accreditation of providers.        base for nursing practice.
• The Department of Health (DOH) today
    launched its certification program for nurses     Professional Advocacy
    in eleven specialty areas such as                 • The American Nurses Association (ANA)
    cardiovascular, renal, pulmonary, mental             believes that advocacy is a pillar of nursing.
    health, maternal and child, infectious               Nurses instinctively advocate for their
    diseases, orthopaedic rehabilitation, trauma         patients, in their workplaces, and in their
    and emergency, operating room, and                   communities; but legislative and political
    anesthesia care.                                     advocacy is no less important to advancing
• Courses at selected DOH Specialty hospitals:           the profession and patient care.
    ➢ cardiovascular nursing at the Philippine        • Nurses need essential skills in order to be
        Heart Center (PHC);                              successful in patient advocacy Nurse
                                                         advocates need leadership, negotiating, and
    decision-making skills to work with medical      Four criterial in evaluation of staff development.
    teams, legal entities, and families in           a. Learner's Reaction how did the learner
    championing the patient. They need to know          perceive the orientation?
    the laws and regulations impacting health        b. Behavior Change what behavior change
    care and patient treatment options. They also       occurred as a result of the learning?
    need strong communication skills and             c. Organizational impact - examples - assessing
    empathy when working with patients and              quality of care, medication errors, accidents,
    understanding their unique situations.              quality of clinical judgment, turnover and
•   According to a 2017 paper in Nursing                productivity
    Management, key characteristics of ethical       d. cost-effectiveness - most neglected aspect of
    leaders include courage, compassion, and            accountability. All staff development activities
    trust in their intuition.                           should be evaluated for quality control,
•   ANA offers the information, tools, and              impact on the institution and cost
    resources that nurses need to become                effectiveness.
    effective advocates. Through championing
    the nursing profession, nurses give a voice to   Socialization and Resocialization
    the essential role that they play in advancing   • Socialization
    access to high-quality, affordable care. With    - learning of behaviors that accompany each
    energetic participation in advocacy, every          role by instruction, observation and trial and
    nurse can help the profession to improve and        error.
    move to higher levels.                           - First socialization to nursing role occurs
                                                        during nursing school and continuous after
Social Learning Theory                                  graduation.
- Suggests an individual learns from social          • Reality Shock
   interactions in a social context.                 - occurs when the gaps in academic and
- Teamwork and mental model development in              practice expectations provide fertile ground
   Los                                                  for the new graduate to feel overwhelmed,
- Albert Bandura believed that direct                   conflicted and frustrated.
   reinforcement could not account for all types     • Anticipatory Socialization
   of learning and that most people learn their      - helps ease transition of roles of new
   behavior by direct experience and                    graduates to professional roles by building
   observation. (Observational Learning or              opportunities for sharing and clarifying values
   Modeling)                                            and attitudes about nursing role into
                                                        orientation programs.
Four Process involved in social learning:
1. People learn as a result of direct experience
   of the effects of their actions
2. Knowledge is frequently obtained through
   vicarious experiences like observation of
   someone's actions.
3. People learn by judgments voiced by others
   especially when vicarious experience is
   limited
4. People evaluate the soundness of the new
   information by reasoning through inductive
   and deductive logic.
Evaluation of Staff Development Activities
Staff development activities involved
participation from many departments and are
needed to be evaluated for its effectivity.
                  WEEK 17                            4. Utang Na Loob.
 FILIPINO CULTURE, VALUES AND PRACTICES IN           - Refer to as a "debt of gratitude."
        RELATION TO MENTAL HEALTH                    - The essence of ’utang na loob’ is an obligation
                                                        to appropriately repay a person who has done
PART 1: Filipino Culture, Values and Practices          one a favor.
related to Mental Health                             - ‘Utang na loob’ upholds group harmony and
• Filipino Culture                                      relationships that demand the balancing of
- The summation of indigenous forces and                obligations and debts. This involves the
    foreign influences that had come to bear            concept ‘reciprocity’ or returning the received
    upon the people in varying degrees that are         favor.
    passed down from generation to generation
• Filipino Values                                    5. Pakikisama.
- Refers to the set of standards of behavior that    - A typical trait of a Filipino which means
    define which is socially considered to be           “getting along with others” to avoid clash
    desirable.                                          with other people or a certain group
• Filipino Practices.                                   ➢ Pakikisama entails a genuine intrinsic
- Also referred to FILIPINO CUSTOMS or                     appreciation of togetherness where group
    TRADITIONS, which is a common way of doing             harmony and unity is valued
    things that are handed down from the past to        ➢ People want to get along rather than
    future generation.                                     stand out. If progress is achieved, it is for
                                                           the entire group and no one should be left
Filipino Culture, Values and Practices                     behind (“Walang iwanan”)
1. Hiya
- This is a Filipino value that gives them a sense   6. Paggalang (Respect To Elders)
     of social decency, and politeness to win        - Filipinos, are not only respectful to elders, but
     respect from the community.                        also have unique ways of expressing this
- Filipinos believe they must live up to the            respect to elders. These include the use of
     accepted standards of behavior.                    ‘po’ and ‘opo’ when talking to elders and
- Too much “hiya” may lead to having                    ‘pagmamano’ or the putting of the elder’s
     inferiority complex and low self-confidence.       hand to one’s forehead.
                                                     - When excessive respect to elders makes one
2. Amor Propio                                          dependent or irrationally obedient to parents
- Amor propio’ has been “characterized as the           or elders thus prevent ones autonomy.
   high degree of sensitivity that makes a person
   intolerant to criticism and causes him to have    7. Pakikipagkapwa
   an easily wounded pride”                          - Refers to the Filipinos’ nature of easily getting
- ‘Amor propio’ comes from the person’s                 along with other people. The "
   tendency to protect his/her dignity and              pakikipagkapwa tao'' is synonymous with the
   honor.                                               Filipinos being friendly, compassionate,
                                                        respectful, and happy people.
3. Bahala Na                                         - It's the virtue of the Filipinos that allows them
- Bahala originated from the Tagalog word               to mingle, cooperate, empathize, and help
   “Bathala”. Therefore, bahala na means “leave         others whether to their fellow Filipinos or
   it to God” or “God willing”.                         foreign nationals.
- The use of “Bahala na” displays the tendency       - Filipinos would treat their visitors with utmost
   of Filipinos to submit everything to God             respect and warmth regardless of one's race,
   especially during tough times. It highlights         gender or religion
   their devotion and trust to God on any            - This trait, however, makes Filipinos prone to
   difficult situations.                                being abused or maltreated.
- It is considered the Filipino art of happiness
   and being resilient.                              Filipino Values
                                                     • Matatag
•   Magalang                                          1.5. Healthy lifestyle interventions
•   Masigasig                                         - Are effective component of management for
•   Mapagpasalamat                                        patients with mental illness to improve their
•   Mapagmalasakit                                        mental health, physical health and quality of
•   Mapagmahal                                            life.
                                                      1.6. Counselling and addressing caregiver
                                                           burden
                                                      - Caregiver burden is a term used to describe
                                                          the physical, mental, social, and financial
                                                          impact of caring for someone who is ill or who
                                                          has functional impairments.
                                                      1.7. Psychoeducation
                                                      - Helps people better understand and become
                                                          accustomed to living with mental health
                                                          conditions.
                                                      1.8. Financial incentives
                                                      - Financial incentives are increasingly seen as
PART 2: Assessment and Provision of Care of               an important vehicle by which to bring about
Clients with Mental Health Problems                       changes in behavior that can lead to healthier
• Provision of Mental Health Care at Primary              lifestyles.
    Health Care (PHC) Setting
- There are different strategies that strengthen      2. Integration of care or collaborative
    the provision of mental health care at primary       interventions
    health care (PHC) setting and the impact          - Interventions the nurse carries out in
    these strategies have on patient, hospital and       collaboration with other health care team
    societal level indicators.                           professionals assuring that the client receives
                                                         the treatment and management.
The top three strategies that were reported the
most, included:                                       3. E-health interventions. (Mapanga, Casteleijn,
1. Strategies to empower families, carers and            Ramiah, Odendaal, Metu, Robertson,
   patients                                              Goudge, 2019)
- Some of the strategies that empower families,       - Any health services and information being
   carers and patients includes:                         delivered or enhanced through the internet
                                                         and related technologies to relieve the
1.1. Community residential or day centers,               workload of PHC staff
- Referred to as "assisted living"
1.2. Self help interventions,                         4. Specialized Community Based Services
- involve individuals working through a set of        - These services manage mental illness (chronic
    therapeutic materials either on their own            illness) through formalized links between
    ('unguided' self-help) or with minimal               primary and specialized care. These
    guidance from a therapist ('therapist-guided'        interventions are run by specialists but
    or 'minimal contact' self-help).                     located in the community or PHC setting
1.3. Support group
- A group of people with common experiences           5. Task Shifting/ Sharing Approaches
    and concerns who provide emotional and            - Less skilled or less trained workers take on
    moral support for one another under the              tasks normally carried out by more highly
    guidance of a licensed mental health care            trained staff.
    provider.                                         - This approach involves the rational
1.4. Vocational interventions                            redistribution of specific, where appropriate,
- Vocational rehabilitation services help people         from highly qualified mental health workers
    with mental and physical disabilities find work      to health workers with shorter training and
    for them to become independent.                      fewer qualifications in order to make more
   efficient use of the available human resources
   for health care.                                  •   Organizational Core Values
                                                     -   The core values of an organization underlie all
6. Group Therapy VS. Individual Therapy                  activity, including the strategies used to fulfill
- In group therapy, one health care worker               their vision and mission, and how the
   supports several patients at once and this            members of the organization interact with
   could potentially relieve the workload of PHC         one another.
   staff                                             -   They are the core elements of how people
                                                         approach their work.
7. Psychotherapy and Psychosocial
   Interventions VS. In Combination with             ➢ OLFU Core Values and Graduates Attributes
   Pharmacotherapy                                   - Through innovative learning strategies
- A combination of psychotherapy with                    focused on strong and updated academic
   pharmacotherapy can be effective and allows           foundation with enhanced industry skills and
   a multidisciplinary approach to managing              experience, a graduate of OLFU is expected to
   mentally ill patients.                                be an ACHIEVER. In the community and in the
- Specialist mental health professional or non-          workplace, an OLFU graduate will be known
   health sector, community based organizations          as a person who: ACHIEVER
   can deliver these interventions.                  A       Aspires to do his best
                                                     C       Is credible and compassionate
8. Early Detection and Preventive Strategies         H       Is hardworking and honorable
- Early detection, prevention and screening          I       Is an inspiration to others
   strategies all have implications for patient      E       Is efficient, effective and ethical
   outcomes as well as cost implications.            V       Is A visionary
- This include when PHC workers screening            E       Is entrepreneurial, employable and
   patients for mental illness and refer them to     fsfsdfsfexcellent work habits
   appropriate service immediately                   R       Is responsible
9. Systemic Strategies that may Change               ➢ Psychiatric – Mental Health Nurses
   Provider Behavior and Strengthen the                Association of the Philippines, Inc.
   Quality of Care                                     (PMHNAP)
- This include any strategies that may               - Psychiatric-Mental Health Nurses Association
   strengthen adherence to clinical guidelines or      of the Philippines, Inc. (PMHNAP) is a duly
   improve data collection of mental illness.          recognized nursing specialty organization of
- These include continuous professional                nurses working in the area of psychiatry and
   development, capacity building courses and          mental health.
   training of PHC workers on mental health          - The organization was established in 2010
                                                       through the leadership of Prof. Nenita Y.
PART 3: Attributes and Core Values of a Nurse          Davadilla.
and Nursing Organizations in Psychiatric Mental      - Located at #11, gen. Capinpin St. Brgy. San
Health Practice                                        Antonio, Pasig (2021).
• Core Values                                        - The association's vision: UNIFIED,
- Core values are the basis upon which the             EMPOWERED and RECOGNIZED
   members of a company make decisions, plan           PROFESSIONALS responsive to the mental
   strategies, and interact with each other and        health needs of the Filipino people.
   their stakeholders.
- Core values drive behavior and form ones           ➢ Ang Nars Partylist
   beliefs.                                          - ANG NARS stands as one solid voice for
- Clarifying your personal values is the best gift     nurses and health workers to be heard and
   you can give yourself -the gift of inner peace,     empower them to protect their rights and
   a more meaningful life and understanding            dignity to deliver safe and quality health care
   your purpose.                                       for Filipinos
-   Core Values                                     •   American psychiatric nurses association
L      Love                                             (APNA) is a professional association organized
I      Integrity                                        exclusively for charitable, educational, and
F      Fortitude                                        scientific purposes.
E      Excellence                                   •   It provides leadership to promote psychiatric-
-   Headed by Congresswoman Leah S. Paquiz              mental health nurses, improve mental health
                                                        care for culturally diverse individuals, families,
➢ National League of Nursing                            groups, and communities, and shape health
- The National League of Nursing promotes               policy for the delivery of mental health
  excellence in nursing education to build a            services.
  strong and diverse nursing workforce to
  advance the health of our nation and the          American Psychiatric Nursing Association Core
  global community.                                 Values
- Common core values of a Nurse according to        1. Empowerment
  National League of Nursing                        - Empowerment is a state of mind that
       Caring                                         influences our behavior. It gives the direction
       Professionalism                                of our destination and our purpose in life
       Respect                                     - Core values that help build empowerment
       Integrity                                      include - insight, focus, innovation, openness,
       Diversity                                      tolerance, authenticity and knowledge.
       Excellence.                                 2. Inclusivity
                                                    - creating a culture of safety and acceptance -
• Nurses’ Core Values                                  By this, employees will be more satisfied, do
1. Caring                                              and enjoy their job efficiently and get results
- Promoting health, healing, and hope in               for the organization.
   response to the human condition                  3. Integrity
2. Professionalism                                  - The core values to integrity are honesty and
- Characterized by ones attire, behavior,              trust.
   attitude, and communication. It also includes    - Integrity can be defined as the quality of
   ones. timeliness, organization, and                 possessing and adhering to high moral
   dedication.                                         principles or professional standards.
3. Respect                                          4. Collegiality
- Treating all people with dignity and value the    - Collegiality embodies all those behaviors that
   collective power of teamwork. Demonstrating         people outside the nursing profession
   high regard for clients, for one another,           espouse nurses for - kindness, compassion,
   partners and regulatory obligations                 respect, teamwork and service to others
4. Integrity                                        - Collegiality among nurses is an equal and
- Respecting the dignity and moral wholeness           reciprocal relationship between members of
   of every person without conditions or               the profession.
   limitation;                                      - It supports our professional work, and aims to
5. Diversity:                                          achieve a common objective - the best
- Affirming the uniqueness of and differences          patient care possible.
   among persons, ideas, values, and ethnicities.   5. Innovation
6. Excellence                                       - Innovation in nursing fuels growth and
- Striving to do more and be great even if that        progression within the profession and leads
   means failures along the way. When we               to new or improved resources that drive costs
   deliver excellence, we give ourselves in a way      down and advance nursing care and optimal
   that exceeds our expectations and achieve           patient outcomes.
   the level of distinction.                        6. Transparency
                                                    - Transparency is HONESTY, and it's a value
American Psychiatric Nurses Association (APNA)         that every organization should have.
                                                    ➢ Communication
➢    Sharing information                                  homemaker services, in-home care, and
➢    Rationale                                            companionship services.
➢    Embed the culture
7.   Stewardship                                       2. Wellness Program
-    Stewardship refers to every decision that a       - Wellness program is a comprehensive health
     person makes, how he/she chooses to use              initiative designed to maintain or improve
     his/her time, talents, and energies. It's where      well-being through proper diet, exercise,
     one draws the boundaries on his/her                  stress management, and physical-mental
     commitments.                                         illness prevention.
-    Good stewardship allows any organization to
     continually develop and adjust to an ever-        Best Nursing Business Ideas for Nurse
     changing world.                                   Entrepreneurs (Samantha Acuna, 2019)
                                                       1. Nurse Health Coach
PART 4: Entrepreneurial Opportunities in               - Nurse health coaches help clients live a
Psychiatric Mental Health Nursing Practice                healthy, balanced lifestyle by teaching them
• Entrepreneurial Nursing in the Philippines              how to take the best care of themselves. This
- Project initiated by the department of labor            can involve a holistic approach that examines
   and employment (DOLE) in collaboration with            all aspects of their lives including medical,
   DOH, OHNAP, BON-PRC, PNA and other                     mental, diet, work and environmental
   government and non government entities to              considerations.
   promote nurse entrepreneurship by                   - The experience from being a registered nurse
   introducing a home health care industry in             is very useful for health and wellness
   the Philippines.                                       coaching."
The project aims to:
1. Engage unemployed nurses on cooperatives            2. Concierge Nursing Services
   and entrepreneurial management of nurses'           - Concierge nurses provide in-home care and
   clinics                                                customized nursing services for wealthy
- This offers reduced cost of primary and home            patients who pay out of pocket for the
   health care services to indigent or poor mural         services.
   communities.                                        - These clients are often going through some
2. Encourage nurses to offer telehealth services          medical/mental issue or treatment process
   in their community                                     and can afford to pay for the specialized
- This will help seniors, rural patients, and             service they want.
   those with different disabilities safely access     - Concierge Nursing Services includes
   the care they need. The care model allows                  ➢ Consultations
   clients to register sessions on their own                  ➢ Home health services after surgery
   schedule and providers to sign up for the                  ➢ Post op-travel services (flight nurse)
   hours they want.                                           ➢ Wellness support
3. Offer health care professional to offer                    ➢ Patient advocacy
   collaborative rounding                                     ➢ Respite care
- This allows patients continuity of care
   between patient and therapy groups such as          3. Fitness Nurse
   psychologists, social workers, and psychiatric      - Fitness nursing is a relatively new area that
   nurse practitioners.                                   integrates physical exercise, wellness and
                                                          physical-mental disease prevention.
Entrepreneurial Opportunities in Psychiatric           - A fitness nurse works with patients to develop
Mental Health Nursing Practice                            a customized nutrition plan and exercise
1. Home Health Care                                       regimen to optimize clients' health and
- It is a care given to patients at home by               recovery from injury or illness.
   medically trained and licensed professionals.
- In-home care allows individuals to age in            4. Legal Nurse Consultant
   place at home by offering custodial care,
-   Legal nurse consultant (LNC) is a registered
    nurse that analyzes medical cases, testimony,
    and healthcare facts for legal cases. They help
    lawyers evaluate evidence, prepare for
    litigation and prove their cases.
-   LNCS perform varied tasks including:
    evaluating the strengths and weaknesses of a
    case, preparing analysis and documents,
    testifying as an expert witness and educating
    legal staff.
5. Nurse Continuing Education Classes
- Nurses are required to regularly take
   continuing education courses to stay current
   on new nursing knowledge.
- Nurse educators can teach general courses or
   specialize in specific areas such as psychiatric
   nursing.
6. Nurse Blogging or Freelance Writing
- There are many areas to write about, such as
   wellness, healthy living, nurse mom life and
   nursing specialties. Developing a blog
   readership can be challenging and generally
   takes longer than one may think.
- As a nurse freelance writer, you would write
   content for other websites, healthcare
   organizations, publications and healthcare
   businesses for a fee.
7. Specialized Care Provider
- The healthcare industry is massive with a vast
   array of business opportunities for nurses.
   Depending on their experience and interests.
   ➢ Telehealth nursing
   ➢ Mental Health Consulting Service
   ➢ In-home senior care
   ➢ Home care for mentally patients
       Mindfulness and stress consulting
   ➢ Complementary and alternative care
       services
   ➢ Holistic and alternative service