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DATE DUE f DATE DUE DATE DUE MSU IoAnNflmmAwon/Equd Oppommtylmulon WHAT ARE THE TYPES AND FREQUENCY OF INTERVENTIONS EMPLOYED BY A CLINICAL NURSE SPECIALIST FOR CASES REFERRED TO THE CHAPTER ONE PROGRAM WITH MULTIPLE IDENTIFIED PROBLEMS? By Sara Ann Daniel A THESIS Submitted to Michigan State University in partial fulfillment of the requirements for the degree of MASTER OF SCIENCE IN NURSING College of Nursing 1995 ABSTRACT UHAT ARE THE TYPES AND FREQUENCY OF INTERVENTIONS EMPLOYED BY A CLINICAL NURSE SPECIALIST FOR CASES REFERRED TO THE CHAPTER ONE PROGRAM WITH MULTIPLE IDENTIFIED PROBLEMS? By Sara Ann Daniel Chapter One, a federally-funded education program initially targeted to the comparatively low academic scores of students in poor school districts, is administered in the Lansing School District by a Clinical Nurse Specialist (CNS) to provide identification of health problems and interventions. In order to conduct future outcomes research, a study of data collected in the 1993-94 school year was performed. Interventions employed were categorized using the Domains of Nursing (Benner, 1984), and a modified Culture Broker Model (Jezewski, 1993) to display the process. The sample of 86 elementary school children's cases, each with three or more identified problems, was described using demographic data and information specific to the nature and status of the problems identified, the frequency of encounters, and the interventions employed. In addition to identifying the 35 interventions, initial findings revealed a significant difference between the ratings of the problem's status pre- and post-interVention. Copyright by SARA ANN DANIEL 1995 ACKNOWLEDGEMENTS The preparation of this thesis would not have been possible without the assistance of several individuals. First and foremost, Patricia Bednarz, RNC, MN, was not only an invaluable resource for the information contained herein, but also a positive and professional model of the Clinical Nurse Specialist role. My thesis committee members, Barbara Given, PhD, RN, Linda Spence, PhD, RN, and Jacqueline Wright, RN, MSN, provided timely and constructive feedback along the way, as well as support and encouragement. Finally, my family and friends, especially my husband, Jim, have provided a great deal of support and assistance during my graduate studies and I acknowledge them all with gratitude. iv TABLE OF CONTENTS Page ACKNOWLEDGEMENTS .......................... iv LIST OF TABLES .......................... vii LIST OF FIGURES .......................... viii INTRODUCTION ............................ 1 Background of the Problem ................... 1 Purpose of the Study ...................... 9 CONCEPTUAL FRAMEWORK ........................ 11 Overview ............................ ll Conceptual Definitions ..................... 12 Application of the Study .................... 23 Summary ............................ 26 REVIEW OF THE LITERATURE ...................... 26 Overview ............................ 26 Summary ............................ 49 METHODS ............................... 50 Description of Research Design ................. 50 Sample Techniques ....................... 51 Data Collection Procedures and Recording ............ 52 Protecting Human Subjects ................... 54 Operational Definitions of the Variables ............ 54 Instrumentation ............... . ......... 55 Data Summarizing Procedures .................. 58 Plans for Data Processing and Analysis ............. 58 RESULTS ............................... 59 Overview ............................ 59 Sample Description ....................... 60 Findings ............................ 68 Summary ............................ 76 AAAAA TABLE OF CONTENTS (Cont.) DISCUSSION ............................. 78 Interpretation of Findings ................... 78 Study Limitations ....................... 89 Implications for Advanced Nursing Practice ........... 92 Implications for Research ................... 97 Conclusion .......................... 101 LIST OF REFERENCES ........................ 102 APPENDIX A ............................ 108 APPENDIX B ............................ 110 APPENDIX C ............................ 111 APPENDIX D ............................ 113 APPENDIX E ............................ 114 vi Table Table Table Table Table Table Table Table Table Table Table Table Table Table LIST OF TABLES Page 1: Sex of Students ...................... 61 2: Age of Students ...................... 61 3: Grades of Students .................... 52 4: School Building ...................... 62 5: Payment Source ...................... 64 6: Initial Status of the Problem ............... 66 7: Status of Problem Following Intervention ......... 66 8: Comparison of Problem Status I to Status II ........ 67 9: Comparison of Means, Initial Status and Status Following Intervention .................. 67 10: Frequency and Percentage of Encounters by the CNS Per Case ....................... 69 11: Problem, Frequency and Percentage by Omaha System Domain Categorization ............... 70 12: Interventions by Benner's Domains of Nursing ....... 72 13: Correlation Coefficients of Demographic Variables ..... 75 14: Correlation Coefficients of Problem Focused Variables . . . 76 vii Figure 1: Figure 2: LIST OF FIGURES Page Culture broker model used to describe the advocacy role of nursing ..................... 20 Modified culture broker model used to describe CNS role in the Chapter One program ............. 22 viii INTRODUCTION Background of the Problem In today's health care environment, increasingemphasis is being placed on health promotion, health protection and disease prevention, as set forth by the United States Public Health Service in Healthy People 2000 (1990). Health promotion strategies are related to individual lifestyle habits that influence one's health prospects; health protection strategies relate to environmental or regulatory measures that confer protection on large population groups, and disease prevention strategies include counseling, screening, immunization and chemoprophylactic interventions in the clinical setting (McGinnis & DeGraw, 1991). A basic component of the American Nurses Association Agenda for Health Care Reform is the creation of an orientation toward wellness and health promotion (American Nurses Association, 1991). In the National Nursing Research Agenda (National Institute of Health, 1993), a Phase 1 goal is health promotion for older children and adolescents. Many health promotion interventions are based on promoting healthy living habits (Igoe, 1992). The greater emphasis on health promotion directed toward school age children is justified by numerous factors: 0 The rising economic and social costs of preventable conditions; 0 the greater understanding and awareness of the early natural history of chronic diseases, such as cardiovascular disease; 0 the increased awareness that health habits are established early in life, with one's destiny shaped by the knowledge, attitudes, values, beliefs, and behaviors acquired and adopted at this time; 1 2 o the heightened appreciation of the difficulties involved in changing or modifying unhealthy behavioral patterns as adults (Downey, Cresanta & Berenson, 1989). To provide the education and intervention needed to the school-age child, it is first necessary to perform a sound needs assessment. Health promotive interventions with children are often based on professional intuition and not on specific knowledge of the child and family (Farrand & Cox, 1993). There is frequently no consideration of the child and family's developmental levels, both cognitive and psychological, as a factor affecting the direction of health promotive interventions. There needs to be research and understanding of the needs of school-age children (Igoe & Giordano, 1992). In order to meet these goals, it is necessary to assure that every member of society has access to health care and seeks the appropriate input, relative to health information and health-related practices. For many individuals, this will require education, intervention and ongoing follow-up, but the effort is essential, as these individuals are commonly the most vulnerable. Children of low socioeconomic families compose a large component of the underserved in the United States. In 1989, it is estimated that 12.6 million children lived in poverty, or one in five children from age 1 through 17 who were at or below the poverty line of $12,675 per year for a family of four (Children's Defense Fund, 1991). Poverty affects child health in ways that cause children to be at risk for a myriad of physical, emotional, spiritual, and intellectual problems (Malloy, 1992). Children from poor families have been found to have substantially higher rates of developmental disabilities, chronic illness, and infectious diseases than children 3 from higher income families (Martin, 1992). Family socioeconomic status is a powerful predictor of health outcome for children (OTA, 1988, p.47). Children of low socioeconomic families often lack preventive health care (Goon & Berger, 1989). This places them at risk for the development of acute and chronic health care problems, as well as the unnecessary complication of simple problems due to delayed intervention. Access to health care for poor children is a grave national concern (Malloy, 1992). Insurance coverage, clinic locations, hours, lack of availability of certain practitioners and services are all barriers that prevent families-especially those with young children- from seeking care (Gardner, 1993). Care is often theoretically available through public or private clinics and other settings, both funded and voluntary, however, these are often so overloaded that access is illusory (Friedman, 1991). This inadequate access to health-related services for uninsured children may contribute to poor health outcomes in later childhood and adolescence (Oberg, 1990). To improve accessibility to health services, many communities are placing health care providers where children spend most of their time- in public schools (Elders, 1993). Schools offer the most systematic and efficient means available to improve the health of youth and enable young people to avoid health risks (US Public Health Service, 1990). It is especially important when working with children to consider the family environment. Families create bio-psycho-social systems and physical environment for a child (Keltner, 1992). An ongoing challenge in children's health promotion is how to involve the parents in those efforts. Healthy children who are ready to learn come from healthy 4 families (Novello, 1991). Parents act as role models of appropriate health-related behaviors (Perry, Luepker, Murray, Hearn, Halper, Dudovitz, Maile, & Smythe, 1989). Parental health behavior guides the development of health practices in children, and children can also influence siblings and parents (Nader, Sallis, Patterson, Abramson, Rupp, Senn, Atkins, Roppe, Morris, Wallace & Vega, 1989). Nurses in school health, as well as in all other specialties, must be continually aware of the challenges posed by society's multiculturalism and ethnic diversity. Just as one cannot provide health care and health education to a child outside of the context of the child's family, one cannot overlook the child's ethnic and cultural milieu and its contribution to his or her health practices. School classrooms contain a cultural and ethnic variety of students of both genders from different economic backgrounds (Schneider & Grimes, 1993). The issues of access, parental health behaviors, and the child's physical environment are compounded in the case of homeless children. In addition to the barriers to accessing primary care representative of children living in poverty, there are also barriers to school attendance. The most common educational barrier to homeless children involves the families moving frequently (Wiley & Ballard, 1993). The complex health concerns of homeless students, combined with lack of parental support, place additional burdens on the school nurse (Wiley & Ballard, 1993). Complicating the picture of school-based health service further is the legislatively mandated mainstreaming of children with significant disabilities and chronic illness. Prior to these laws, disabled children were excluded from schools or community programs such as ' ,’ I'E L2 5 recreational and leisure activities (Todaro, Failla & Caldwell, 1993). Laws affecting children's participation in community settings include: The Education of the Handicapped Act of 1975 (PL 94 -142), The Education of the Handicapped Amendments of 1986 (PL 99-457), Omnibus Reconciliation Act (OBRA) 1989, The Americans with Disabilities Act, 1990, and The Education of the Handicapped Amendments of 1990 (PL 101-476) (Todaro, Failla & Caldwell, 1993). The challenges and requirements presented by the children benefitting from these laws have further strained the existing school health programs. In many school systems the nurse deals only with illness, emergencies and medical problems of children with special needs (Salmon, 1994). Health promotion/disease prevention activities such as counseling, health teaching, screening, case finding, referral, and outreach fall outside the role of these school nurses (Salmon, 1994). Historically, school systems have faced cycles of alternating economic prosperity and constraint and, therefore, school nursing services have experienced stability of services as well as elimination of positions due to budget cuts (Passerelli, 1994). The school is the common environment for children of all backgrounds and health status. Health care policy makers have long recognized the value of early care needs identification in that setting, as well as promoting healthy lifestyles by school educational programs. In recent years the relationship between health and learning has received growing attention (Elders, 1993). Certain health conditions make a statistically significant contribution to explaining variations in school performance and cognitive functioning (Oberg, 1990). Low birth weight, poor hearing, uncorrected or poor vision, and school in in Se SOT Sm Drc 6 absences due to illness are among the major correlates of below-average achievement and IQ (Oberg, 1990). The missing ingredient in the efforts to make an impact on the twin issues of access to preventive health care and optimal school performance in school-age children has been a coordination of the efforts of the school systems, the health care system and the community resources. The term "full-service schools“ has been proposed as interagency partnerships of services among state and local governments and public and private entities (Dryfoos, 1993). As a model of the multidisciplinary delivery of primary preventive care, school-based clinics (SBCs), originally developed to address the issues of adolescents, have been implemented in some communities around the country. School-based clinics have met opposition in many areas due to the usual focus on adolescent health issues and the inevitable controversy over contraception related services. One key to development of a successful clinic is to understand and agree on the types of school-based health services that can be delivered at the school (Elders, 1993). Although family planning draws the most criticism from opponents, it is actually far down the list of reasons children and adolescents visit the clinics (Vessey & Swanson, 1993). It is recognized that, in order to conduct health promotion, it is initially necessary to intervene with the individuals who have more immediate, pressing needs. The Federal government, in 1965, enacted several social programs as part of President Lyndon Johnson's Great Society, one of which was the Medicaid, enacted as Title XIX of the Social Security Act, intended to serve as the primary health insurance provider for the poor. However, in 1991, only an estimated 50% of 7 low-income children were actually covered by Medicaid, as a result of state by state eligibility requirements and the inclusion of the poor elderly (Martin, 1992). The other 50% of the children, for whom this program was originally designed, are part of what we know as the "uninsured”. Another major piece of legislation of that era was the Elementary and Secondary Education Act, which included Title I - Better Schooling for the Educationally Deprived Children. Renamed Chapter I in its 1981 re-authorization, the program has been renewed five times (Jendryka, 1993). This program was envisioned as one in which the Federal government would provide funding allocations to school systems which, based on the U.S. census of poor children, had sufficient numbers of school children requiring help to bring them up to par with their classmates in standard test scores (Zuckman, 1993). In practice, the program sends more than $6 billion in federal funds to 95% of all school districts to provide extra help in reading, math and other areas in which they have fallen behind (Zuckman, 1993). Today, more than half the students served are not poor (Zuckman, 1993). Since 1988, the high-poverty school districts, in which 75% of the students qualify for free or reduced-price lunches, have been given more leeway in deploying the available funds, and many have gone beyond the traditional remedial reading and math programs (Zuckman, 1993). To summarize the background of the problem, there is an increasing recognition of and concern with the unmet health care needs of school age children in the United States today. These needs encompass preventive measures, such as immunizations, access to services for simple acute care, and health promotion strategies, such as educating children regarding the need for a sound diet, adequate physical 8 exercise, and avoidance of detrimental practices such as tobacco, alcohol, and drug use. The common milieu for children from diverse cultural, ethnic, and economic backgrounds is the school system. The school system can provide the access to care and information in a standardized manner, that may not be otherwise available to many children. There is a need to identify those nursing interventions which are most effective. Although many school-based health services exist across the nation, they are vulnerable to budgetary cutbacks, due to the lack of understanding regarding the purpose of the programs and of sound data regarding their effectiveness. It is important for professional nurses in the school health environment to begin measuring the outcomes of their interventions to assure that effective programs continue to receive adequate funding. Prior to measuring outcomes, however, it is necessary to describe the interventions employed by professional nurses in school-based health programs for a variety of presenting conditions. Programs for providing health care services differ from school system to school system relevant to the extent of services provided and funding available. One innovative use of the federal Chapter I funding is found in the Lansing School District program, which is administered by a Clinical Nurse Specialist (CNS). The data collected by the CNS regarding cases referred to this program in the 1993-94 school year will be described and analyzed to answer the question, "What are the types and frequency of interventions employed by a Clinical Nurse Specialist for cases referred to the Chapter I program with multiple identified problems?” 9 Purpose of the Study The purpose of this study is to answer the question, "What are the types and frequency of interventions employed by the Clinical Nurse Specialist for children referred to the Chapter One program with multiple identified problems, from August, 1993 to June, 1994?". The Chapter One program of the Lansing School District in Lansing, Michigan, receives referrals from school nurses, social workers, principals, and teachers from throughout the school system for elementary school children for specifically identified health care needs. The children referred to and assisted by the program are not required to fall under a certain family income level, however, their health care needs are intended to be in some way related to poor school performance, as evidenced by test scores. Although the program has been in effect for several years, there has been no systematic data collection until the 1993 - 94 school year, to allow for the analysis of the effectiveness of the program. The interventions to be described in this study are defined as the action taken by the CNS and her staff to assess, refer, and evaluate the child's problem(s) and the strategies employed on his or her behalf. Interventions include communication with the family, direct physical care, education, referral to other health care providers, providing supplies, and referral to community agencies. A Clinical Nurse Specialist (CNS) is an experienced practitioner who exhibits clinical competency and advanced knowledge of physiological, psychosocial, and therapeutic components (Bass, Rabbett, & Siskind, 1993). are f0L re< wii ad< del th an wh da an Th th in pr pr ca Te CC is an de CC 10 Children with multiple identified problems are those children who are referred to the Chapter I CNS for evaluation and intervention, and found to have three or more clinical and/or social problems which required intervention. The children are often referred to the program with one identified problem, with the CNS's assessment revealing the additional problems requiring intervention. In today's health care environment, it is important to be able to demonstrate the outcomes of a provider's interventions. Beginning with the 1993-94 school year, the CNS began collecting pertinent data using an instrument adapted from the OMAHA system (Martin & Scheet, 1992) which codifies clinical conditions, interventions and outcomes. The data collected need to be analyzed to describe the children's conditions and the interventions that were employed by the staff of this program. The eventual ability to relate that information to outcomes will add to the body of nursing knowledge regarding the effectiveness of specific interventions for certain clinical conditions. It will additionally provide the basis for demonstrating the effectiveness or outcomes of the program in the identification of and management of children's health care needs. The needs identified should provide sufficient information regarding educational programs that are specifically tailored to the community-based and individual health promotion and disease prevention issues. The cost-benefit ratio is an important source of information, and one which requires outcomes-oriented data. Finally, research can be designed, subsequent to this study, which will demonstrate the contribution of a CNS to this effort. The research question to be addressed with this research was the types and frequency of interventions employed by a Clinical Nurse Spe (th ana rel det de mo de cl Be de en of ar "1% 11 Specialist for cases referred to the Chapter One program with multiple (three or more) identified problems. This problem will be addressed by analysis of the data collected by the CNS for 1993-94 school year relevant to children referred to the Chapter I program who were determined to have three or more problems requiring intervention. CONCEPTUAL FRAMEWORK Overview The conceptual framework used to operationalize the conceptual definitions and provide direction to the literature review, was the model of expert practice applied by Benner (1984), from which she derived seven domains, based upon 31 competencies identified in actual clinical situations. From her studies of nurses in clinical situations, Benner (1984) applied the Dreyfus model of skill acquisition and skill development to clinical nursing situations, and described them by using examples, which she called "exemplars". The model describes five levels of skill development: novice, advanced beginner, competent, proficient, and expert (Benner, 1984). Benner (1984) describes the expert nurse as making accurate decisions and solving problems with a minimal amount of effort. The seven domains were identified after the exemplars were interpreted as representative of a particular competency (Benner, 1984). The domains of nursing practice, as labeled by Benner (1984) are: 0 The Helping Role 0 The Teaching-Coaching Function 0 The Diagnostic and Patient-Monitoring Function 0 Effective Management of Rapidly Changing Situations - Administering and Monitoring Therapeutic Interventions and Regimens 12 - Monitoring and Ensuring the Quality of Health Care Practices 0 Organizational and Work-Role Competencies These domains, while originally specific to nursing in an acute care environment, adapt well to ambulatory care with further discussion of the competencies involved in each. Brykczynski (1989) redefined the domains and competencies specific to primary care to study the clinical judgement of nurse practitioners. The expansion of the domains provided still does not provide a complete description of the functioning of the CNS in a school health setting. Additional discussion will be included in both the conceptual definitions and the literature review to operationalize the domains and competencies more specifically to the specialty of school nursing. In the following conceptual definitions, Brykczynski's (1989) definitions are also included, where relevant. Conceptual Definitions [he Helping Role The helping role of the nurse is defined by the eight competencies derived from Benner's (1984) exemplars: - The healing relationship: Creating a climate for and establishing a commitment to healing; - Providing comfort measures and preserving personhood in the face of pain and extreme breakdown; - Presencing: Being with a patient; - Maximizing the patient's participation and control in his or her own recovery; - Interpreting kinds of pain and selecting appropriate strategies for pain management and control; 0 Providing comfort and communication through touch; ‘ min] lIlOT fur Y‘El ad) pr; 3C1 C8‘ Th. f0 13 0 Providing emotional and informational support to patient's families; - Guiding patients through emotional and developmental change: 0 Providing new options, closing off old ones: - Channeling, teaching, mediating - Acting as a psychological and cultural mediator; - Using goals therapeutically; - Working to build and maintain a therapeutic community. Brykczynski (1989) did not add anything to this domain to make it more specific to primary care, and it also works well with the functioning of the CNS in the school health setting. In the literature review, this domain will be operationalized as relating to client advocacy and the role of the family in determining a child's health practices. Another advocacy function which is included is assuring access to health care services and the provision of culturally sensitive care. The Teaching-Coaching Function The teaching-coaching function is defined by Benner (1984) by the following five competencies derived from the analysis of the exemplars: - Timing: Capturing a person's readiness to learn; - Assisting patients to integrate the implications of illness and recovery into their lifestyles; - Eliciting and understanding the patient's interpretation of his or her illness; 0 Providing an interpretation of the patient's condition and giving a rationale for procedures; ”K C r LL IF I 14 o The coaching function: Making culturally avoided aspects of an illness approachable and understandable. Brykczynski (1989) expanded these competencies to include three more which were additionally specific to primary care: 0 Motivating a patient to change; - Assisting patients to alter their lifestyle to meet changing health care needs and capacities: Teaching for self-care; - Negotiating agreement about how to proceed when priorities of patient and provider differ. These three additions could be further expanded for school nursing by adding "and family" to the statements above, as families must be considered when dealing with children, especially. The domain will be reviewed in the literature specific to school health education, which to be effective must include a component which deals with the family. Health education and health promotion are key aspects of long term health care cost containment, which is becoming widely recognized. The competencies of motivating people to change and assisting patients to alter their lifestyles will be important aspects of the CNS's practice. T i n ic and Monit in nction The diagnostic and monitoring functions of a clinician's practice are defined by Benner (1984) from the following five competencies derived from the exemplars: . Detection and documentation of significant changes in a patient's condition; 0 Providing an early warning signal: Anticipating breakdown and deterioration prior to explicit confirming diagnostic signs; - Anticipating problems: future think; 15 Understanding the particular demands and experiences of an illness: Anticipating patient care needs; Assessing the patient's potential for wellness and for responding to various treatment strategies. Brykczynski (1989) renamed this domain Management of Patient Health/Illness in Ambulatory Care Settings and redefined the competencies as follows: Assessing, monitoring, coordinating, and managing the health status of patients over time: Being a primary care provider; Detecting acute and chronic diseases while attending to the experience of illness; Providing anticipatory guidance for expected changes, potential changes, and situational changes; Building and maintaining a supportive and caring attitude towards patients; Scheduling follow-up visits to closely monitor patients in uncertain situations; Selecting and recommending appropriate diagnostic and therapeutic interventions and regimens with attention to safety, cost, invasiveness, simplicity, acceptability, and efficacy. This domain is operationalized in the literature review as relating to the traditional role of school nursing. The school nurse acts as a referral source to the CNS, as well as an expert clinician whose competencies have expanded to provide care to the mainstreamed handicapped child and the chronically ill child. 16 Effeetiye Management of Rapidly Chanqinq Situetiene The concept of the effective management of rapidly changing situations was defined by Benner (1984) by the following three competencies derived from the exemplars: - Skilled performance in extreme life-threatening emergencies: Rapid grasp of a problem; 0 Contingency management: Rapid matching of demands and resources in emergency situations; 0 Identifying and managing a patient crisis until physician assistance is available. This domain was not further expanded by Brykczynski (1989), as it was felt to be less relevant to the ambulatory care setting. In the literature review, this domain is operationalized as conditions in the child's family, social and physical environment and the ways in which situations such as homelessness impact the child's health. Administering end Monitoring Therapegtie interyentione end Regimens The concept of administering and monitoring therapeutic interventions and regimens is defined by Benner (1984) by the following four competencies derived from the exemplars: - Starting and maintaining intravenous therapy with minimal risks and complications; - Administering medications accurately and safely: Monitoring untoward effects, reactions, therapeutic responses, toxicity, and incompatibilities; 17 0 Combatting the hazards of immobility: Preventing and intervening with skin breakdown, ambulating and exercising patients to maximize mobility and rehabilitation, preventing respiratory complications; 0 Creating a wound management strategy that fosters healing, comfort, and appropriate drainage. This domain was omitted by Brykczynski (1989) as being irrelevant to the ambulatory care setting. The literature review operationalizes this concept relative to nursing in the school health setting as the school-based delivery of primary health care. The need to design programs which are integrated with other school departments, as well as community-based services, is reviewed. Menitering and Ensuring the Quality of Health Cege Preetieee The concept of monitoring and ensuring the quality of health care practices was defined by Benner (1984) by the following three competencies derived from the exemplars: 0 Providing a backup system to ensure safe medical and nursing care; 0 Assessing what can be safely omitted from or added to medical orders; 0 Getting appropriate and timely responses from physicians. Brykczynski (1989) added the following competencies to address primary care more specifically: 0 Developing fail-safe strategies when concern arises over physician consultation; 0 Using physician consultation effectively; - Self-monitoring and seeking consultation as necessary; 18 0 Giving constructive feedback to physicians and other care providers to ensure safe care practices. These additional competencies are very relevant to the functioning of the CNS in the school setting, as one commonly employed intervention is the referral of a child to a specialty physician for consultation. The ongoing management of the child's chronic illness is often returned to the primary care provider or the school. This domain is operationalized in the literature review as the research which has been done that is school-based. Orgenizetienel and Work-Rgle Competegeiee Organizational and work—role competencies are defined by Benner (1984) by using the following four competencies derived from the exemplars: 0 Coordinating, ordering, and meeting multiple patient needs and requests: Setting priorities; 0 Building and maintaining a therapeutic team to provide optimum therapy; - Coping with staff shortages and high turnover: 0 Contingency planning; 0 Anticipating and preventing periods of extreme work overload within a shift; 0 Using and maintaining team spirit; 0 Gaining social support from other nurses; - Maintaining a caring attitude toward patients even in the absence of close and frequent contact; - Maintaining a flexible stance toward patients, technology, and bureaucracy. 19 Brykczynski (1989) added two additional competencies relevant to the ambulatory care setting: 0 Making the bureaucracy respond to patients' and families' needs; - Obtaining specialist care for patients while remaining the primary care provider. The competencies in this domain have been operationalized in the literature review as the professional nurse's responsibility to be aware of the proposed and actual changes in public policy at all levels, whether directly impacting his or her practice or not. These policies relate primarily to health care reform, school—based health care, and education finance reform. The competencies in all the domains above are further defined by way of specific clinical examples; the exemplars from which they are derived. They are considered to be generalizable across clinical settings and will be further defined according to the school setting examined in this study. In order to visually represent the ways in which a CNS intervenes with a child in the school health setting, a model needed to be found. The figure (Figure 1) which best illustrates the relevance of the CNS interventions within the domains is the Culture Brokering Model, presented by Jezewski (1993). The model is very specific to the diversity of the children referred to the CNS in the school health setting. The CNS acts as a culture broker by providing entry to and understanding of the health care system to a child and his or her family. There is a continuous feedback loop of problem identification, strategies, interventions, and evaluation, which accurately represents the CNS's role in the setting. Of primary importance, the intervening 20 Eigure_1_. Culture broker model used to describe the advocacy role of nursing lntervening Conditions Patient/Provider Power/Powerlessness Age/Culture Sensitivity Economics Diagnosis/Professional Status Politics Education Networks Time Orientation Stigma l l l Stage 1 Stage 2 Stage 3 Perception Intervention Outcome Perception of Properties of Facilitation the need for brokering that of health brokering resolve care breakdowns evaluated PROBLEMS STRATEGIES RESOLUTION Mediating Caused by Negotiating Lack of conflicts lntervening facilitation in values Sensitizing continued access Innovating breakdown 4 4 4—] Jezewski, M. (1993). Culture brokering as a model for advocacy. W HealtlLQaLe. 111(2). 78-84. 21 conditions with which the child and his family present, require the CNS to assess the factors which will affect their ability to participate in goal setting, behavior change, or any other interventions planned by the CNS. In order to make this model even more specific to the Domains of Nursing conceptualized by Benner (1984), the Culture Brokering Model was adapted by the author to include specific language to the area of the model in which interventions are addressed. In Figure 2 the modified model is represented which includes the specific Domains of Nursing in the intervention area of the model. By examining this representation, it is possible to more easily track the entry of the child and family into the process whereby the CNS is encountered. The initial referral of the student to the Chapter One program occurs in the Perception stage, in the box labelled "Problems". The CNS's assessment and ultimately the interventions employed are found in Stage 2, the intervention stage, the box labelled “Strategies". The lntervening Conditions, which include student and the family's socioeconomic status, cultural background, and education level, are assessed by the CNS to assure that the school and health care "cultures" are made understandable to them. Factors that influence the difficulties a family may experience relative to this process are related to the issues of power and powerlessness. By communicating extensively with the student's caregiver, the CNS provides information regarding the student's identified problems, the intervention plan, and the outcomes. In this way, the CNS as a culture broker operationalizes the roles of advocate, educator, assessor, and coordinator of care. The outcome stage, in the box labelled "Resolution", is defined as the status of the 22 figure}. Modified culture broker model used to describe CNS role in the Chapter One program. lntervening Conditions Patlent/Provlder Power/Powerlessness Age/Culture Sensitivity Economics Diagnosis/Professional Status Politics Status/Cultural Background Networks Education Stigma Time Orientation l l l Stage 1 Stage 2 Stage 3 Referral Intervention Outcome Identification of Domains of Nursing from Evaluation of the need for which CNS derives effectiveness of the intervention by strategies for intervention intervention referral source and CNS assessment PROBLEMS L—p STRATEGIES —> RESOLUTION Caused by conflict $92339 R8: ghqmpzteges Reassessment - , ea mg- a mg u ton In values' laCK Of Diagnostic 8 Patient Monitoring CIOSUI’G access Effective Management of Rapidly I 068190 New Changing Situations Intervention Plan Administering 8 Monitoring Therapeutic Regimens Monitoring 8 Ensuring Quality of Health Care Practices Organizational and Work-Role Competencies L 4 + Jezewski, M. (1993). Culture brokering as a model for advocacy. NOszflgjfld. HeaImCara JAR). 78-84. 23 case at either the closure of the case by the CNS or the status of the case at the end of the school year. Evaluation of the effectiveness of the strategies employed also occurs at this stage, which leads to either closure of the case or maintenance of the intervention, in the event of an effective intervention, or the implementation of a new intervention plan based on a reassessment. In this representation, there is a feedback loop component relevant to the evaluation and reassessment, which allows for the continuity inherent to the relationship between the CNS in the school health setting and children and families. Application of the Study The concepts, as defined above by Benner (1984) form the basis for operationalizing the pertinent data to be examined in this study. To clarify the aspects of each domain which are relevant to the role of the CNS in the previously described Chapter One program, each domain will be further defined. T H Domai In the Chapter One program, the CNS employs the competencies of this domain to act as an advocate, mediating between the student, his or her family, the school system, and the health care system to assure the student is appropriately referred to the physician specialist, community resource, and/or ongoing therapeutic intervention which has been determined to address the identified needs of the student. Competency within this domain is required to provide the necessary services to students who are physically and mentally handicapped, chronically ill, homeless, and/or have ethnic or cultural beliefs to be considered. 24 T T —Coa hin Function An essential part of health promotion in the school setting is the modification of lifestyle factors which can negatively impact future health. Programs which are planned for health promotion/disease prevention must consider the student's family, ethnic and cultural heritage, and his or her readiness to learn. Health promotion within this domain can take the form of individualized education, group presentations, and formal school-based intervention research. In addition to the information provided in the teaching function, will be the encouragement and motivation provided as part of the coaching function. Ibe Diegngetie and Mgnitoring Eunctiop The competencies within this domain are applicable to the success of the entire program. The teachers are the frontline referral source, as they will alert the school nurse to a student requiring evaluation. In this sense, the teacher is required to have a level of diagnostic skill, sufficient to recognize deviations from the norm. It is also frequently the teacher who first makes a connection between a child's difficulty with schoolwork and an unmet health need. The school nurse will further refer those students requiring external health care to the Chapter I program. The monitoring function becomes a key component of the CNS role in assessing the student's potential for wellness by evaluating not only any medical conditions, but also the home and family setting. The CNS will anticipate future needs of the student and communicate with the family, school nurses, and teachers regarding warning signals, demands of an illness, and potential for future wellness. These competencies are particularly relevant with students 25 with special needs, such as the handicapped child, the homeless child, and children living in poverty. v e Ra i I ha ' i ation The competencies of this domain would appear to be specific to the acute care setting, however, by expanding the definition of a crisis situation to include the social crises of homelessness and poverty, it is possible to apply this domain to a school setting. The tenuous, unstable home lives of some students, as well as their health conditions, including the medically fragile and technologically dependent, can easily meet the definition of rapidly changing situations, requiring management. Adminieterieg_endiMonitoring Therapeutie Regimens The school nurse, particularly in the age of mainstreaming children with serious physical, mental, and emotional limitations, is commonly expected to administer and monitor therapeutic regimens. The CNS in the Chapter I program has the further responsibility of advocating for the modification and coordination of the regimens of a multidisciplinary team. These regimens will be communicated with the families, school nurses, and teachers of the student, in order to assure consistent understanding and treatment. Meeitoring and Enegring the Quelitv of Heelth Care Prectices The ultimate method of ensuring the quality of health care practices is the collection of data related to outcomes and participating in research related to the effectiveness of the practices. The CNS is responsible, in the role of researcher, for collecting data pertinent to the health care practices of his or her clients to assure 26 that the regimens are correctly administered and appropriately modified, as well as to determine that the regimens are effective. i o k-Rol n ie Health care is a rapidly changing environment. The CNS must stay thoroughly informed regarding the policy decisions being proposed and made which relate to the specialty of school health. The competency of maintaining a flexible stance toward bureaucracy refers to the role local, state, and national policy-makers on the CNS's practice and role components. The issues of school health education, school-based delivery of care, and the funding of programs such as Chapter I will be discussed and decided on levels outside the community. The CNS must be informed and politically astute to participate in the debate regarding these aspects of his/her role. Summary The use of Benner's (1984) Domains of Nursing to conceptualize the actions and interventions of the CNS in the Chapter I program requires very little modification to be applicable to the school setting. The domains, conceptually defined, will be used to direct the literature review necessary to provide the background of previously published information addressing the concepts contained in the study. REVIEW OF THE LITERATURE Overview An extensive literature review was conducted specific to the domains of nursing conceptually defined by Benner (1984) in order to provide background justification for the importance of the study question as well as the relevance of the conceptual framework. Since 27 nearly every nursing function, regardless of practice setting, has its roots in more than one domain, the categorization of literature selected is somewhat arbitrary, based on the author's determination of the best fit. The literature reviewed provided an understanding of school nursing as a specialty in the 1990s, the role of the student's family and culture in the health status of the child, and the complications posed by homelessness, poverty, and handicaps. The differing requirements of school-based health education, school-based health care delivery, and school-based health care research were also explored. The important aspect of governmental policy, on local, state, and national levels is also presented. n ma' The literature reviewed under the helping domain was targeted to the competencies of an expert nurse as related to advocating for a student, and his or her family, and mediating between the often conflicting cultures of the health care system, the school system, the community, and the values and beliefs of the child and his or her family. Jezewski (1993), as discussed in Chapter 2, derived a model of advocacy from the field of anthropology, called "culture brokering". Culture brokering is defined as the act of bridging, linking, or mediating between groups and persons of differing cultural backgrounds for the purpose of reducing conflict or producing change (Jezewski, 1993). This model is operationalized in the field of mental health, in ‘Which case managers act as culture brokers by bridging between the worlds of their mentally ill clients, typically undertreated for Physical ailments, and medical providers (Schwab, Drake & Burghardt, 1988). Recognizing the important role the student's family plays in the 28 development or modification of health habits, many authors have attempted to measure the family's influence on child health status, with a goal of predicting those families whose children are more likely to have positive health habits. Using systems theory as a framework, Keltner (1992) used questionnaires to examine family routines (Family Routines Inventory) and home environment (Home Screening Questionnaire) for 110 Head Start enrollees and compared these scores with child health data. The health data examined, from the school health record, included the results of the physical examination, hematocrit/hemoglobin, height and weight, dental inspection, and vision screening (Keltner, 1992). The Family Routines Inventory (FRI) evaluates the frequency of adherence to 28 family routines common among families with young children, such as bedtimes and mealtimes, while the Home Screening Questionnaire (HSQ) is an adaptation of the HOME Inventory which measures the physical and educational components of a home. The relationship of family routines and the home environment and child health status were analyzed with Pearson correlation coefficients to test the significance of the relationship. Family routines were positively correlated with child health status (r-.27, p-.004), indicating that families who engaged in more routines were more likely to have high scores on the health screening exam. The home environment also had a strong positive relationship with child health status (r-.40, p-.001). The family influences on child health data investigated in this study revealed that both family routines and home environment showed significant common variances with child health (Keltner, 1992). This focus on pre-school 29 children is considered to be promising in early intervention for both high risk health issues and facilitation of learning. Caughy, DiPietro, and Strobino (1994) examined day care participation as a protective factor in the cognitive development of low-income children. The study focused on environmental aspects of the poor learning outcomes experienced by many children from low socioeconomic groups. The study found that day-care participation during the first three years of life is positively related to the subsequent development of mathematics and reading skills for children from impoverished environments. The socioeconomic status of the child's family must also be understood as the connection is made between poor health outcomes and poor learning outcomes. A study very specific to the importance of a family's ethnic and cultural heritage was conducted by Okagaki and Sternberg (1993). In their study, immigrant parents from Cambodia, Mexico, the Philippines, and Vietnam and native-born Anglo-American and Mexican-American parents responded to questions about child-rearing, what teachers of first and second graders should teach their children and what characterizes an intelligent child. There were specific cultural differences regarding child rearing, conceptions of intelligence, and school goals. In the area of child-rearing beliefs, Cambodian, Vietnamese and Filipino parents placed more importance on problem-solving abilities and conformity, while Mexican-American and Anglo-American parents placed the highest value on creativity. Similarly, for educational goals, the Asian parents scored higher on the importance of academic and social conformity, while Hispanic and Anglo parents rated academic individuality and social conformity as being very important. These 30 results speak to the importance of providing health-related information in a culturally sensitive manner and to knowing the values of a family's cultural heritage. Lara (1994) writes about a school centered health education and services program for rural communities (SCHESRC), which was guided by the WHO's self-reliance model, to increase access to health education and health care services by Mexican-American residents. These colonies were involved in active participation, by disseminating information through the schools, which were seen as the "authority" in these communities where there is rarely any other public agency (Lara, 1990). Mayall (1993) studied the negotiations and relationships between parents and health staff in regards to child health care and child rearing and found that these interactions occur in an "intermediate domain" between work and private life. The nature of the negotiations related very strongly to the genders of the parent and the health staff, and was most problematic when the health worker was a female displaying an air of superiority over the female parent. Assuring access to the health care system is a strong part of the Chapter I program. The program designed by Wagner and Menke (1992) provided case management for homeless families as a way of providing consistent health care for this at-risk population. Their work combined individual advocacy, system advocacy, and the four domains of community health practice as strategies for linking clients to essential services and for developing the services when they do not exist (Wagner & Menke, 1992). The health problems of sheltered women and their children were examined by Burg (1994). The study found that the health consequences were directly related to transitory shelter living, such as higher rates 31 of infectious disease, dietary insufficiency, and possible lead exposure. The physical environment of shelters causes or exacerbates the severity of illnesses such as infections and asthma in children (Burg, 1994). The psycho-social burdens of homelessness are potentially serious for children, and include developmental delays in language skills, cognitive ability, and motor skills (Burg, 1994). School districts must address the health and academic challenge homeless children bring to school (Wiley & Ballard, 1993). Wiley and Ballard (1993) provide seven strategies for school nurses and teachers in dealing with the need for continuity of both health care services and academic progress. These strategies dealt with the reality that the child faced significant barriers in school attendance and that he or she would be moving out of the system, often within a matter of weeks (Wiley & Ballard, 1993). In summary, the Helping Domain, as defined by advocacy, early intervention, and assuring access to health care and community resources, is well documented in the nursing and research literature. The advocacy role of the CNS is well-defined by the concept of culture-brokering, described by Jezewski (1993). The culture-broker model is particularly relevant when considering the needs of the poor, the homeless, the handicapped, and children from differing cultural or ethnic backgrounds. - h' F ti n School health education has been widely covered in the literature, as it is commonly understood that the school is the ideal location to conduct a curriculum based upon health-related information. The .American Cancer Society (1993) has developed a National Action Plan for 32 Comprehensive School Health Education, which includes a sequential Kindergarten through 12th grade program that integrates information about specific health topics and provides for implementation and evaluation of the program. Brindis (1993), writing in support of the Comprehensive School Health Education Plan, pointed out that many of the nation's major health problems are caused by only six types of behaviors: l) behaviors that result in unintentional and intentional injuries; 2) drug and alcohol use; 3) sexual behaviors that cause sexually transmitted diseases; 4) tobacco use; 5) inadequate physical activity; and 6) dietary patterns that cause or promote disease. Until the state or local school district makes a commitment to the funding and staffing of such a comprehensive program, school health professionals and educators conduct smaller scale education in the school setting. Kozlak (1992) writes that school administrators will be seeking the leadership necessary to design and implement school health concepts of the future and that school nurses can assume the leadership provided they are willing to clearly define their role, justify their position, and develop new skills necessary to become an integral part of the new school health paradigm. In summary, the literature related to the school setting as a location for health education which spans the child's entire school career is consistently positive. The funding for the comprehensive programs is not widely available, however, small-scale programs provide opportunities for professional nurses to assume the leadership for designing and implementing health education programs. 33 T nos ic and Mon'torin unction The diagnostic and monitoring function is a key domain in individualizing the interventions. School nurses must sharpen their diagnostic and technical skills, as students are coming to school with more complex health problems (Kozlak, 1992). Teachers are one of the prime sources of referrals to the school nurse and to the CNS in the Chapter I program. Schneider and Grimes (1993) conducted a study to detect the presence of teacher bias in the referral of students to the school nurse. A chi-square analysis of grouped data in the three categories of potential bias (race, gender, and socioeconomic status) showed potential bias in referral patterns related to race and socioeconomic status. Data were then analyzed by race and gender simultaneously and it was found that when African-American males were compared to white males, no difference occurred in the rate of referral, however African-American females were more likely to be referred than white females. The differences in referrals when socioeconomic status and race were combined, probably reflected the greater incidence of unmet health care needs in children from these groups (Schneider & Grimes, 1993). Oda (1992) writes that it is no longer acceptable for school nursing to be the "invisible practice", because visibility and strength are needed for effective child advocacy. School nursing will be required in this era to define itself, as nursing in school settings has become of intreasing interest throughout the federal government (Salmon, 1994). Collis and Dukes (1989) proposed principles of school nursing which include the school health nurse as the source of knowledge about laealth and health services, the school as a health promoting community, 34 and a team approach which acknowledges parents as partners. Desrosiers (1989) tested a program for readying school nurses to deal with handicapped children called the School Nurse Achievement Program (SNAP), in which nurses attended SNAP sessions and took a graduate component of Advanced School Nursing of the Handicapped Child. As a result of the implementation of the SNAP curriculum, the Advisory Committee in the New Hampshire schools recommended additional funding of the program, implementation of an evaluation component, and application of the SNAP model to non-nursing groups such as teachers, superintendents, and other' professionals. Cowell (1988) developed a school nurse activity tool to compare nursing time provided to special education students and their non—disabled peers in general education settings, compare nursing process activities in traditional settings and special education settings, and elicit feedback from nurses to improve the validity and reliability of the time study process. Findings of the study indicated that 48.2% of school nursing time in the study period was committed to services for special education students. These students accounted for 37% of the students seen in health services but represented only 9.6% of student enrollment in the study schools. The findings suggest that the instrument provides a clear description of quantitative and qualitative health room services related to the nursing process and distribution of services among groups of students (Cowell, 1988). The mainstreaming of handicapped children presents many challenges to the school health professional. In Pesata's (1994) article, Benner's model is applied to the school nursing of multiply handicapped children. The article specifies using the model as a way to guide practice in an 35 ambiguous role or in a non-traditional setting by identifying competencies required in expert practice, such as that required by school children with complex health needs (Pesata, 1994). The need for coordinating a multidisciplinary approach is stated by Reynolds (1994) as, ”the problems of many children are beyond the understanding and treatment capacities of single agencies or professionals". In their analysis of the ethics, values and policy decisions for children with disabilities, Oberg, Bryant, and Bach (1994) concluded that full implementation of the laws prohibiting discrimination of those with disabilities is necessary to remove the barriers that prevent these children from attaining equity in health care and education. These children often require attention beyond that which his teacher is equipped to provide. The training of lay providers by nurses, respiratory therapists, physical therapists, and occupational therapists is critical to assure that classroom aides, secretaries, teachers and child care workers are adequately prepared to handle expected and unexpected situations (Todaro, et al. , 1993). The school nurse, because of her knowledge and skills, is the key person to successfully manage the integration of chronically ill and developmentally disabled children into the public school system (Joachim, 1989). Information can be stored by computer, allowing staff to record, report, and obtain information about the child's school health plan while other school staff record observations that affect some aspect of the child's care (Graff & Ault, 1993). This convenience must be tempered by the awareness that there is a confidentiality concern, particularly with chronically ill children, large numbers of whom do not wish their medical and school records merged. A collaborative approach using the 36 school nurse as a case manager enhances the school experience for the chronically ill child (Joachim, 1989). In summary, the literature reviewed relevant to the Diagnostic and Monitoring Function covers the traditional duties of the school nurse, as well as the additional requirements placed on this specialty by the mainstreaming of handicapped children. There is also recognition of the need for the CNS's referral sources, the school nurses and the teachers, to be skilled in identifying problems requiring intervention and unbiased in referrals to the CNS. The literature also points to a need for school nurses to define their own practice and become skilled in multidisciplinary collaboration of services required for the care of chronically ill and handicapped children. v a em of Ra id Ch in Sit The rapidly changing situations requiring management can refer to more than a child's medical condition. The previously reviewed literature regarding the tenuous, unstable lives of homeless families is an example. This example can be expanded to include children living in poverty. The living environment of these children and their families can be one of rapid change, as their economic uncertainty would suggest. Poor children are frequently un- or under-insured. Children younger than 18 years of age are the second most likely group to be uninsured, with one in four uninsured either all or part of the year (Friedman, 1991). Medicaid faces problems in that while families receiving Aid to Dependent Children constitute between 70 - 75% of the Medicaid population, three fourths of Medicaid expenditures go to the costs of care for the aged, blind, and disabled, especially patients in nursing homes (Friedman, 1991). 37 In their study of the impact of poverty on child health, Newachek, Jameson, and Halfon (1994), found that not only do poor children experience a disproportionate number of health problems but, also, evidence from the study supports that health problems affect poor children more severely. Children from poor families have been found to have substantially higher rates of developmental disabilities, chronic illness, and infectious disease than children from higher income families (Martin, 1992). Malloy (1992) concludes that the barriers to health care for poor children include decreasing health insurance coverage, a critical shortage of health care services in medically underserved areas and a collapsing public health system. In summary, the literature relevant to the Effective Management of Rapidly Changing Situations was reviewed specifically to the tenuous home life situations of children living in poverty. The literature clearly indicates the high risk that is placed on a child's health by living in poverty, both in terms of the barriers experienced by the group and the increased incidence of illness and morbidity from illness. The literature does not yet include sufficient documentation of long term positive impact of programs which increase access and deal with the social aspects of living in poverty. Administering and Monitoring Therapeutie Regimens The school-based delivery of primary health care is seen by many authors as an integrative solution to the problem of lack of access to preventive services. The American Medical Association in a 1990 report from the Council on Scientific Affairs, note that despite all the identified hazards of this stage of life, school-aged youth do not use physician services as frequently as do other population groups. Further 38 noted is the tendency of poor inner-city patients to use specialty clinics and emergency departments as a regular source of care (AMA, 1990). The recommendations put forth include the standard that "On-site services should be provided by a professionally prepared school nurse.. and that the responsibilities of this professional would include coordinating the health care of students with the student, the parents, the school and the student's personal physician, and assisting with the development and presentation of health education programs in the classroom” (AMA, 1990, p.90). Bruininks, Frenzel and Kelly (1994) in their work on designing a model which links schools to community-based services, make the A statement that the medical model is used to describe services which are crisis oriented. An alternative to a deficiency or problem-based model is a developmental model--one that emphasizes prevention and addresses the unique strengths as well as the needs of people at various life stages (Bruininks, et al., 1994). This would lead to the potential for what Dryfoos (1993) refers to as a "full-service school" which integrates the education, medical, social, and/or human services that meet the needs of children and their families on school grounds or in locations which are easily accessible. School-based primary health centers are one of the building blocks for full-service schools (Dryfoos, 1993). Elders (1993), the Surgeon General of the United States and a strong pr0ponent of school—based health care has the following philosophy: . School-based health services provide accessible, affordable and preventive health services in the schools. The goal of school-based health services is to improve the overall physical 39 and emotional health of children and adolescents. This is accomplished by providing good quality, accessible health care to children when they need it. School-based health services also promote healthy lifestyles so that youth can have less need for health care. This is accomplished by enriching classroom experiences to include teaching about preventive health care and consumer behaviors and promoting the development of good decision-making skills in relation to health and other life issues (p.314). The expected opposition of physicians to school-based health clinics has not materialized in response to the perception that the clinics would be seen as competitive, because they have been developed primarily in communities that are not being served by individual providers (Goldsmith, 1991). Elders (1993) states that pediatric nurses, pediatric nurse practitioners, and public health nurses will be the backbone of the clinics that provide school-based health services to hchildren. SportsPACE is described by Griesemer and Hough (1993) as a health care partnership program in Springfield, Missouri, which included major educational initiatives in preventive sports medicine, strength training, flexibility training, nutrition, and cardiovascular conditioning for all school—aged children. The philosophy upon which the SportsPACE program is based is that the lines that formerly separated the athletic, health education and physical education programs are becoming less distinct. Although the article describes the rationale for and implementation of the SportsPACE program, there is no analysis of the results, in a health outcome sense at this time. 40 Another example of a school-based health promotion program is presented by Nicholson (1993). This program at Yale Secondary School is focused on adolescents, as many of the early programs have been, and utilizes substance abuse prevention workers, peer counseling, alternative programs for children with behavior problems, public health nurses, and service projects to be conducted by the adolescents. The article describing this program is largely descriptive of the implementation process for such a program and does not include the health outcomes of the interventions. Health promotion activities are increasingly seen as the purview of school-based delivery systems. To be effective, these programs must impart information, affect attitudes, and change behavior (Igoe & Giordano, 1992). Lavin, Shapiro, and Weill (1992) conducted a review of 25 reports on school-based health promotion programs and found a growing consensus for the critical issues, the urgency of the concerns, and potential strategies for action, which were divided into five common themes. Those themes are: Education and health are interrelated; the biggest threats to health are "social morbidities"; a more comprehensive, integrated approach is needed; prevention efforts are cost-effective; and health promotion and education efforts should be centered in and around schools. An urgent and compelling need exists for more comprehensive and coordinated policies, programs, and services to make the health and education of children a national priority. The establishment of school-based clinics has run into community resistance in many instances, which is primarily spearheaded by religious groups concerned about the nature of health information being conveyed, specifically teen-age sexuality issues and contraception 41 (Pacheco, Powell, Kalishman, Benon, & Kaufman, 1991). The controversy revealed in many communities points to the need to very carefully convey the services to be provided and the benefit to the community of these services. The school-based clinics must have strong support from school administrators, teachers, students, parents, and local community leaders. Rienzo and Button (1993) studied the opposition to four selected school-based clinics to investigate the existence of organized opposition, how proponents had contended with the opposition, and effects of organized opposition on school-based clinic approval and implementation. It was revealed that the opposition consisted of national conservative organizations, specifically Right to Life, Eagle Forum, and the Christian Broadcast Network. It once again emphasized the importance of establishing the need for the program, the content of the program, and garnering strong, vocal support. Ross (1994) notes that school-based clinics offer students an opportunity to discuss such concerns as depression, abuse, chemical dependency, and family problems. Stone (1990) describes a model of school health promotion called ACCESS, with five major components: Administration, Community, Curricula, Environment, and School Services. The model is conceived as a broad-based organizational structure for planning, implementing, and evaluating school health promotion, which has not yet been implemented (Stone, 1990). In summary, the domain of Administering and Monitoring Therapeutic Regimens was reviewed in literature relevant to the school-based delivery of health care services and health promotion activities. The models of health promotion speak to the advantages of community-linked 42 services that integrate education, medical, social, and/or human services needs in a convenient location. The coordination of previously exclusive services is shown repeatedly to yield positive outcomes, while reducing needless duplication. WWI“)! of Hialth Cue—mg; The monitoring and ensuring the quality of health care practices domain is conceptualized by reviewing literature specific to the use of research as intervention and health promotion in the school setting. Simons-Morton, Parcel, Baranowski, Forthofer, and O'Hara (1991) conducted an intervention study, based on social cognitive theory, which they called Go For Health Curriculum, Children's Active Physical Education (CAPE), and the New School Lunch (NSL). This program consisted of classroom health education, modification of school lunch content and five, six- to eight-week units of physical conditioning activities (Simons-Morton, et al., 1991). Two of the four elementary schools were assigned to this intervention and two to control conditions. The results show strong positive program effects on children's diet and activity at school, and is felt by the authors to be the first US study to demonstrate the potential for altering the school environment to promote a more healthful diet and more vigorous physical activity (Simons-Morton, et al., 1991). Parental involvement with children's health promotion was examined by Perry, et al. (1989) in the long-term outcomes of the Minnesota Home Team study. The Minnesota Home Team was a home-based program using 32 schools in four urban school districts in Minnesota and North Dakota to complement a five week, fifteen session school curriculum on the Healthy Heart program. The Home Team program was a five-week correspondence 43 course involving third—graders and their parents after random assignment of their schools to one of four conditions: the school-based Healthy Heart program, the home-based Home Team program, both programs in sequence, or a no-treatment control group. After one year, the results were ambiguous, suggesting a need for longer intervention, booster sessions, and intervention with different age groups. The effectiveness of a family-based cardiovascular disease risk reduction intervention was evaluated in two ethnic groups, Mexican-American and non-Hispanic white families, by Nader, et al., (1989). Half the families were randomized to a year long educational intervention designed to decrease the whole family's intake of high salt, high fat foods, and to increase their regular physical activity. Both Mexican- and Anglo-American families in the experimental group gained significantly in knowledge of the skills required to change dietary and exercise habits, and behaviors, than did those in the control group, and there was evidence that behavior change persisted one year beyond the completion of the intervention. The "Know Your Body" intervention trials have been the source of studies by Walter (1989) and Bush, Zuckerman, Taggart, Theiss, Peleg and Smith (1989). The program is classroom based and teacher-delivered and consists of three primary intervention foci: diet, physical activity, and cigarette-smoking prevention. In the Bush, et al. (1989) study, the sample consisted of black students in grades four through six at nine schools in the District of Columbia. These students were randomized into one control group and two intervention groups, totalling 1,041 students. The two intervention groups differed only in that they were in different school buildings. In addition to the many physical factors 44 measured before and after the implementation of the study, the teachers conducting the classroom curriculum were also evaluated. The study results indicated that intervention students who were judged to have had the best ”Know Your Body" teachers showed significant favorable net changes in total serum cholesterol after one year. Walter (1989) conducted a field trial of the Know Your Body program using two demographically dissimilar populations of schoolchildren in New York City. After five years of intervention in one of the populations, the program was associated with significant favorable changes in the total blood cholesterol levels, dietary intake of total fat, carbohydrates, rate of initiation of cigarette smoking, and was further associated in both groups with significant favorable changes in knowledge. Downey et al., (1989) studied the use of Heart Smart curriculum as a prototype for school-based health promotion, which integrates a cardiovascular risk—factor screening and health education in grades kindergarten through sixth-grade, along with modified school lunches and physical education programs. Risk factors for eventual cardiovascular disease, which include a family history of heart disease, elevations in blood pressure and serum lipids and lipoproteins, cigarette smoking, high dietary fat intake, a sedentary lifestyle, and a complex set of behaviors called the "Type A" behavior pattern, are established in childhood. The findings of Downey et al., (1989) regarding the value of screening school-age children for the presence of these risk factors, suggest the ability to individualize the program for high-risk children. A qualitative study by Jacobson (1994) on the meaning of stressful life experiences in nine-to eleven-year-old children identified 45 seventeen categories of situations concentrated within three dimensions: feelings of loss, feelings of threat to self, and feelings of being hassled. Ryan (1988) suggests that there is a need for understanding the stress-coping process in school-age children in order to design health promotion programs which include appropriate interventions for children. The stress-coping inventories and instruments for measuring coping strategies are adult-focused, and further refinement of child-specific assessment measures must be developed. McClowery, Giangrande, Tommasini, Clinton, Foreman, Lynch and ' Ferketich (1994) studied the effects of child temperament, maternal characteristics, and family circumstances on the maladjustment of school-age children. Mothers and their school-age children, living in a mid-size New England city that is predominately Caucasian and middle class, were the subjects of the study. Instruments were used to measure child maladjustment, parental distress, maternal psychiatric symptoms, temperament of the child, temperament of the mother, major life events, maternal daily hassles, and socioeconomic status. In terms of correlating maladjustment of children with the other factors under study, the internalizing (overcontrolled, anxious) child was directly affected by maternal hassles and child negative reactivity, measured by temperament of the child. The externalizing (undercontrolled, aggressive) child was directly affected by maternal hassles, high child negative reactivity, and child low task persistence, and indirectly affected by aspects of the maternal hassles, which were broken down by maternal psychiatric symptoms, major life events, and maternal intensity. This is also important information for individualizing 46 health promotion strategies, based upon the child and family's adjustment. Farrand and Cox (1993) looked at the determinants of positive health behavior in middle childhood to determine the contributions of sociodemographic variables, health experiences, family functioning, self-esteem, intrinsic motivation, and health perception to the health behaviors of preadolescent children. Health behaviors were found to be gender-specific and formed partially through a set of background variables, that included, for girls, mother's health, family size, and health perception and, for boys, income, mother's education, and father's education, which affected self-esteem. In summary, the domain related to Monitoring and Ensuring the Quality of Health Care Practices was reviewed in the literature specific to research-based intervention and health promotion programs. The programs were both school-based, with collaboration among food service workers and physical education staff, and home-based, with efforts directed at the involvement of the family in the child's health promotion. All the studies indicate a need for longitudinal interventions with "booster" sessions for maintenance of positive gains experienced by the participants. All the programs require additional research to further demonstrate their effectiveness. ngepizetippal and Wort-Role Competencies The organizational and work-role competencies domain are operationalized in this study as the requirement for the CNS in the school health setting to remain politically aware and astute regarding the local, state, and national policies affecting the role and practice of the CNS. Healthy People 2000 (US Public Health Service, 1990) 47 contains many initiatives which are specific to the school setting. Former Surgeon General, Novello (1991) developed the ready-to-learn initiative, directed to child and family health, as an operationalization of the goal ”By the year 2000, all children in America will start school ready to learn“. More than 170 of the 300 Healthy People 2000 objectives relate to maternal and child health, including behavioral objectives relevant to school health promotion (McGinnis, 1992). McGinnis and DeGraw (1991) took the goals which were specific to the school setting, and formulated Healthy Schools 2000, stating that "Successful school health programs represent a key to attaining the year 2000 objectives" (p.292). School health programs are seen to contain the elements of care delivery, health education, and developing the attitudes, behaviors and skills necessary to make informed health and life decisions. By the year 2000, many students passing through the educational system will have reached adulthood; for this reason, and because of health programs for faculty and staff and integrated school and community health promotion efforts, school health programs will have far-reaching effects on many more objectives related primarily to adults (US Public Health Service, 1990). The Department of Education is an important source of funding and support for health-related school programs, including Chapter I. The Comprehensive School Health Education Program, previously discussed, has taken the lead in coordinating all health-related programs in the Department of Education (Ravitch, 1992). Policies regarding health care reform, although currently stalled, must be continually reviewed and followed. School health specialists must continually assure that in the 48 debate regarding program design for health care reform the needs of uninsured, poor children and their families, homeless children and families, handicapped children and families, and other vulnerable children be kept in the foreground. In debates about costs, it has been shown that a number of preventive expenditures are dramatically cost-effective (Oberg, 1990). For children with chronic illness and disability, the current health care reform process holds both promise and uncertainty in regard to the proposed benefit package (which could be limiting), the issue of provider choice (which could limit access to specialists) and investment in research (Palfrey, Samuels, Haynie & Cammisa, 1994). If those concerned with school health education take a lead in working with education reformers, they can help shape schools into places where health is integral to education (Sullivan & Bogden, I993). The current state of policy flux in the education arena across the nation offers a unique opportunity for dynamic schools to push ahead and integrate health into their basic education program and draw the attention of state policymakers to schools with demonstrated effectiveness in promoting health (Sullivan & Bogden, 1993). In summary, the literature relevant to the domain of Organizational and Work-Role Competencies was reviewed specific to the public policy realm. The literature contains several examples of the interest in modifying the delivery of health care services to school age children. The rapidly changing environment related to both education and health care require the CNS to remain politically aware of changes in policy, as well as be astute regarding the need for professionals to be part of proposed changes in the regulatory process. 49 Summary The use of Benner's (1984) Domains of Nursing provide a relevant background for conceptualizing the role of the CNS in the school setting. This information regarding the role of the CNS then can be used to inform the interventions which are used to manage the problems presented by students identified by teachers, school nurses, and the student's family as having a learning difficulty potentially based on an unmet health need. The literature supports the importance of the focus on the health needs of the school-age child, and provides several examples of creatively designed strategies for assuring that we meet the immediate needs of the child and also prepare him or her for future health related decisions based on information from well designed health education and promotion programs. The literature is quite comprehensive in covering the need for a multidisciplinary approach to health promotion and health education, which includes other professionals and community human services agencies. A review of literature indicates the increasing complexity of the school nursing specialty, as shown by the mainstreaming of handicapped children, chronically ill children, homeless children and children from diverse cultural and ethnic backgrounds. The literature does not cover in great detail the interventions used for children who are not yet in the health care system; those with unmet health care needs. It is in this area that the interventions employed by a CNS in all the domains of nursing can have a visible impact. The indication for these interventions needs to be described in order to provide a foundation for future research which focuses on the outcomes of specific interventions. There is also a need to quantify 50 the frequently made statements regarding the link between unmet health needs and poor school performance, as this obviously is a relationship in which many other variables could be considered as significant. The need to establish that certain interventions can be correlated with probable outcomes is another component which concerns all of health care, as the time is near when all reimbursement will be tied, if not to actual outcomes, then at least to utilizing interventions which have been shown to be effective. The first step in the process of correlating interventions and outcomes, is identifying interventions, describing them, and using that information to establish desired outcomes for an intervention. METHODS The problem addressed with this research study was the type and frequency of interventions employed by a Clinical Nurse Specialist for cases referred to the Chapter I program with multiple identified problems. Description of Research Design The design for this study was a non-experimental, exploratory/descriptive design with a retrospective review of data collected by the Clinical Nurse Specialist working in the Chapter I program of the Lansing School District, on forms adapted from the Omaha System. The study design, a Level I descriptive study, was felt to be most appropriate as data have only been collected using the Omaha System for one full school year, the 1993-94 session. There are no external studies published in which the Omaha System has been used as a data collection tool in order to determine its reliability and validity. With little known about the specific variable under study, the most 51 appropriate initial research is that in which factor identification/isolation is the intent. Sample Techniques The sampling for this research study was a non-probability, convenience sample drawn from the cases of children who were referred to the Chapter I program in the Lansing School District during the 1993-94 school year. The children served by this program are grade school students, ranging in age from five years old to twelve years old. Many referrals request the assistance of the Chapter I CNS for relatively uncomplicated situations, such as the child who needs a vision exam and glasses. In some cases, the school performance issue may be secondary to absenteeism related to the student's disadvantaged social situation. In order to assure that the cases examined were relevant to the intent of the study, which was to examine CNS interventions for cases referred with multiple problems, there needed to be specific criteria for those cases to be analyzed. The criteria for inclusion were: - The cases selected were those of children referred to the Chapter I program for a health or school performance-related problem related to unmet health care needs; . Those cases selected were children who, upon evaluation by the Chapter I staff, were found to have three or more problems requiring intervention, and for which they received interventions. Lansing School District is located in Lansing, Michigan, the state's capital. Lansing is a community of 131,000, with a school enrollment of 20,152, of which 10,939 are elementary school students. The racial composition of the Lansing school enrollment includes 10,076 (50%) Caucasian, 6,574 (33%) African-Americans, 2,345 (12%) Hispanic, 52 993 (5%) Asian, and 226 (1%) Native American. Major employers in the surrounding area of Lansing include General Motors, state government and Michigan State University. With very active church involvement, as well as the university's influence, Lansing has become an immigration entry point, with an increasing level of ethnic diversity. Data Collection Procedures and Recording The data collected by the CNS from the cases referred to the Chapter I program over the course of the 1993-94 school year were the source of the analysis for this study. Upon referral of a case to the program from the variety of referral sources, data collection begins by the CNS. This data collection includes information provided by the referring party, as well as the child's school health record. Appendix A is a copy of the Lansing School District Chapter I Health Service Nursing Form. The initial data collected include the student's name and student number, the building in which the student attends school, the student's grade, parent's name, address, telephone number, and the student's date of birth. In addition to these demographic data, the name of the referring party, the reason for the referral, and the method of payment, if known, are collected and recorded. The rationale for collecting information regarding the existence of a payment source is that there may be coverage for the interventions proposed by the CNS, such as referral to a specialist physician. A limited budget is provided to the Chapter I program for the provision of uncompensated care, however, an attempt is first made to identify other sources of payment. At this point, the CNS will initiate communication with the family. This communication is either a telephone call or, if necessary, 53 an appointment for a home visit will be made to further evaluate the student's home setting, resources and additional problems which may affect the treatment plan. With the data collected, the CNS will document a codified problem, a rating of the problem, the category of the problem, the target, and an action plan. Each additional contact is documented in the same manner. The data collection process is ongoing for as long as the case is considered active. A case is considered inactive or closed when the CNS's action plan is completed and evaluated as having met the targeted goals. Other reasons for closing a case would include a child's moving out of the school district or the child's death. These codified data have been entered into a Lansing School District computer, by school district information specialist staff, and used to create a database which sorts and reports data by referral source, reason for referral, method of payment, method of communication, summary of problem classification, and then categorized by the clinical codes assigned by the CNS. The types of interventions utilized and the frequency of the interventions also are collected and recorded in a codified manner. Appendix C is the Categorization of Interventions, developed by the CNS, used to document the interventions by code. In addition to a code for each intervention employed, there is further categorization of the broad type of intervention. These data can be sorted in such a way to select those cases in which there were three or more problems identified by the CNS for which interventions were employed. From the original school district data set, the aggregate data, with the identifiers removed, were obtained by the researcher following 54 the appropriate approvals from the Lansing School District (Appendix B) and Michigan State University's UCRIHS application approval (Appendix D). The categorization of interventions assigned by the CNS were examined and reassigned to the Domains of Nursing, as categorized by Benner (1984). To assure that this assignment occurred in an objective, systematic manner, three individuals, including the researcher, the Lansing School District CNS, and a Michigan State University Associate Professor in the College of Nursing, independently recategorized the interventions. These three recategorizations were examined for agreement, and only those categorizations in which two of the three individuals agreed were accepted. Protecting Human Subjects As this study was retrospective and non-intervention, the primary risk was that of inappropriately disclosing a student's confidential medical information. The cases are assigned identifying numbers by the Lansing School District CNS, and subsequent data are reported by ID number only. All identifiers were removed prior to the researcher's review and analysis. As the research involved the study of existing data in which the subject could not be identified, there was no risk associated with human rights violations. Operational Definitions of the Variables The independent variable in this study was the sample group of cases representing school-age children with multiple identified problems. The dependent variable in the research question was the type and frequency of the interventions employed by the CNS, which classified the research as a univariate descriptive study. Children with multiple 55 identified problems are defined as those students who have been determined by the Chapter I program to have three or more separate, coded problems requiring intervention. Types of interventions were grouped by Benner's (1984) Domains of Nursing, as described in the previous section, to further define the type of competency demonstrated by the expert nurse. The interventions are the actions taken by the CNS in response to a referral, including the actions that are taken in follow-up. These actions include, but are not limited to, referral to a primary care physician or pediatrician, home visits for an assessment of the environment or to provide educational information, community advocacy on behalf of a child, counseling and consultation with school nurses and teaching staff. Appendix E is an outline of the Categorization of Interventions as defined by the Chapter I program. As previously described, these codes were re-assigned to the defined Domains of Nursing. Frequency of interventions were listed and grouped, by the type described above, according to the Domain of Nursing represented. Frequency was counted as individual contacts resulting in an intervention. If a child is referred to three different specialist physicians, for example, that was one intervention type with a frequency count of three. Instrumentation The data on the cases handled by the CNS in the Chapter I program have been compiled on a form adapted by the CNS from the Omaha System. The Omaha System was developed during a series of three research contracts between the Visiting Nurses Association of Omaha and the Division of Nursing, Public Health Service, US Department of Health and Human Services. The initial work focused on the development and 56 preliminary testing of the Problem Classification Scheme (PCS), the second phase was field testing of the PCS and development of an Expected Outcome-Outcome Criteria Scheme (EO-OC) and the third phase was testing and revision of the PCS, as well as the development and testing of the Problem Rating Scale for Outcomes and Interventions Scheme (Martin & Scheet, 1992). Many agencies have used this data collection tool, including the Public Health Nursing Association of Des Moines (IA), the Division of Public Health, Bureau of Nursing, State of Delaware, and the VNA of Dallas, among others. The PCS was subject to testing following each revision in which records were reviewed and problem lists generated, using the PCS guidelines. In addition to high consistency in the use of the instrument (98% problems supported by data, 100% of modifiers used correctly), staff agreed that the tool promoted understanding of one another's records, encouraged nurses to consider the entire family, helped organize care, and distinguished between medical and nursing diagnoses (Martin a Scheets, 1992). The PCS classifies problems as falling into one of four domains: environmental, psychosocial, physiological, and health related behaviors. From that point modifiers are assigned to-the problem. The first set of modifiers describe the problem as either health promotion, potential deficit, or deficit. The second set of modifiers indicates if the problem is a family or individual one. From there, specific signs and symptoms are coded for the problem (Martin & Scheets, 1992). The EO-OC Scheme was tested in a similar way, by record review with 77-100% agreement between evaluators. The staff stated that the Schemes provided a starting point, were useful in developing specific 57 plans, provided guidelines for evaluation, and helped measure the client's progress (Martin & Scheets, 1992). The result of this was an Outcome Model which was based on the assumption that interactions of a community health nurse and a client in relation to a problem affect what the client knows (knowledge), does (behavior), and is (status). Nurse-client interactions lead to changes or various possible outcomes (Martin & Scheets, 1992). The Intervention Scheme, designed to classify nursing activities and actions was tested by field testing and interrater agreement. The percentages of agreement ranged from a low of 42.2% to a high of 96.9%; 8 of 12 percentages of agreement were above 80%. The Intervention Scheme is intended to describe a series of functions or actions organized into three levels of abstraction: categories, targets, and client-specific information (Martin & Scheets, 1992). These levels also have lists of codes for customizing a client's record with minimal verbiage. Although this tool has been subjected to rigorous testing, significant modifications have been made by the Lansing School District CNS, which may have made it less reliable in this context. However, as the data were recorded and coded by one CNS for the entire timeframe under study, the stability of the use of the instrument should be enhanced. This is, however, a limitation of the use of secondary data and an untested instrument which will be acknowledged in a report of the findings. An additional limitation of the instrument may be the extent to which modifications were made to the data collection procedure as the CNS became more familiar with it, or identified a need to collect additional data. These limitations will also be acknowledged. 58 Data Summarizing Procedures It was expected that many of the cases were intervened with in more than one way. It was necessary to indicate the cases as having differing levels of complexity, based on the problem requiring intervention at each contact, and numbers of different contacts. The interventions were sorted by the Domains of Nursing into which they fall, which was the first level of hierarchy of the "type”. The second level of the hierarchy of "type" was the intervention itself. The frequency of each intervention used was tallied, the frequency of each identified problem was tallied, and separately, the Domains of Nursing were rank-ordered according to the frequencies of the interventions employed in each Domain. Correlation coefficients were calculated between problems with intervention domain, as well as with specific interventions. The cases analyzed by frequency distribution are described by age of the student, gender of the student, by school grade of the student, and socioeconomic status as defined by health insurance coverage. Plans for Data Processing and Analysis The data collected were analyzed by quantifying the types and frequencies of interventions used by the CNS, by both the Domain of Nursing represented by the intervention and the intervention itself, as described above. Analysis included an accounting of those cases in which the CNS in the Chapter I program implemented interventions for children with three or more identified problems. The nature of the problems identified were tallied. There was a preliminary analysis of the consistency with which interventions are utilized for children with similar identified problems. The relationships between the identified 59 problem, intervention used, and status of the case at the end of the school year are described. It was possible to determine outcomes for many of the cases, although these data will be of interest for future correlational study, as many cases are ongoing from one school year to the next. It was possible to obtain the status of the case from end of the year data and to do preliminary analysis of the relationship between the interventions used for specific problems and the status of the case at the end of the year. There was also the ability to control for age and gender in this relationship, which added a degree of interest to the findings. There are also data collected on the socioeconomic status of the family, relative to insurance coverage, which provided interesting data related to a relationship between socioeconomic status and degree of complexity of identified problems for intervention. The findings from this study will be applicable to identical or very similar populations and will provide information and direction for future research questions. RESULTS The problem addressed by this research study was the types and frequency of interventions employed by a Clinical Nurse Specialist (CNS) for cases referred to the Chapter One program of the Lansing School _ District with multiple identified problems. Overview In order to research the problem, data collected by the CNS of the Lansing School District, from the 1993-94 school year, as described in the Methods section of this paper, were analyzed. Data collected by the CNS included student demographics, the age and grade of the student, the nature of the identified problem(s), and the interventions employed. 60 Additionally, the interventions employed were sorted by the Domains of Nursing in which they were determined to fall, as conceptualized by Benner (I984). The assignment of interventions to one of the seven Domains of Nursing was done independently by three individuals; the author, the CNS in the Lansing School District, and a professor of Pediatric Nursing at Michigan State University. Consensus was achieved in the assignment of the interventions to the Domains of Nursing prior to analysis of the findings. The study design was a retrospective Level I descriptive analysis, for the purpose of factor identification. Sample Description The convenience sample of all cases referred to the Chapter One program in the 1993-94 school year was used to select those cases in which there were three or more problems requiring the intervention of the CNS. Several variables from the resulting sample (n=86) were then examined. ' As Table 1 shows, the sample consisted of 43 females (50%) and 43 males (50%). The children ranged in age from 6 years old to 12 years old (mode-9.00, mean-8.78, sd 1.78), as shown in Table 2. The children were in grades kindergarten through fifth (mode=3.00, mean-2.24, sd 1.60) (Table 3). The Chapter One program and its staff are centralized, serving 26 schools in the district. In Table 4 the breakdown, on a school-specific basis, of the 17 schools responsible for referrals to the program during the time period under study is represented. Three of the schools, Post Oak, Allen, and Bingham, all showed much higher rates of referral than the others (16, 11, and 12, respectively). It may be of interest, in 61 Table 1. Mindset; Gender Frequency Percent Female 43 50 Male 43 50 Table 2. Age pf Students Years of Age Frequency Percent 6 8 9.3 7 18 20.9 8 11 12.8 9 21 24.4 10 13 15.1 11 6 7.0 12 .2 _l.Q_-5 86 100.0 mode-9.0 62 Table 3. W School Grade Frequency Percent Kindergarten 16 18.6 First Grade 15 17.4 Second Grade 16 18.6 Third Grade 19 22.1 Fourth Grade 11 12.8 Fifth Grade _s 10.5 86 100.0 mode-3.0 Table 4. Sepppl Building Name of Building Frequency Percent Allen 11 12.8 Bingham 12 14.0 Cumberland 2 2.3 Gier 7 8.1 Grand River 5 5.8 Gunnisonville 3 3.5 Dendon 3 3.5 Lyons 5 5.8 Maplewood 2 2.3 Moores Park 3 3.5 Mt. Hope 5 5.8 Northwestern 4 4.7 Post Oak 16 18.6 Reo l 1.2 Riddle 3 3.5 Walnut 2 2.3 Willow __; 2.3 CD 01 t—l O O O 63 future study, to more closely examine this distribution to determine the source of any significant variations. The school district itself qualifies for Chapter One funding based on the percentage of families within the district living at, or below, federally-established poverty limits, as determined by the United States census. The child referred to the program for evaluation and intervention, however, is not means tested. The source of payment for each case was determined to be of interest, in order to draw any possible impressions of the role a child's socioeconomic status plays in his health status. In Table 5 the payment source documented for each case is shown. The payment sources ranged from none required, indicating the intervention was provided solely by the Chapter One CNS, to Medicaid coverage for services, Chapter One monies, which are used for such purposes as purchasing eyeglasses for children with an economic need, or Children's Special Health Care Services (CSHCS), formerly known as the Crippled Childrens' Program. The breakdown of the 86 cases showed CSHCS (n-3, 3.5%), Medicaid (n- 27, 31.4%), Chapter One funds (n- 15, 17.4%), and no payment required (n-41, 47.7%). This indicates that over half (52.3%) of the cases referred had payment sources that were indicative of economic need; in other words, the program is serving children and families living in poverty. As there are no clarifying data collected relative to the category in which no payment was required, it was not possible to determine if there were cases referred to the program with private payment sources, such as a parent's employer-funded health insurance. As the Chapter One program does not bill for its services, there is no current ability, from the present data, to compute outcomes based on cost-effectiveness. It would be 64 Table 5. P men 0 r e Type Available Frequency Percent None required 41 47.7 Medicaid 27 31.4 Chapter One 15 17.4 CSHCS __; __3t§ 86 100.0 feasible, with additional research, to obtain fee schedule information from sources such as Medicaid, to establish the value of services provided by the program, and to use this information to establish the comparative cost-effectiveness of its services. The data collection method was not sufficiently specific to draw conclusions relative to the role of the student's socioeconomic status in either the nature of the intervention employed for the problem or the status of the problem before and after intervention, however it does indicate that economic need is a factor in over half of the cases referred to the program. Another area of interest was the status of the child's identified problem prior to the intervention of the Chapter One staff, as well as after the intervention. The children referred to this program have often been found to have unmet health care needs and many have experienced access barriers to the health care system. The presumption 65 was that these children would display problems whose initial status would be rated relatively poorly. Each identified problem (Na345) was given an initial status rating of one to five (Table 6), from poor to excellent, specific to the problem for which the referral was generated. This rating was assigned by the CNS as a result of her initial problem assessment. Following the interventions employed by the CNS for the management of the identified problem, the CNS again assigned a ranking to the status of the problem. On Table 6, the initial status was shown to have a mean- 1.57, sd .50, indicating that the average problem identified for cases referred to the Chapter One program was initially rated between "poor" condition and "fair" condition. Following the interventions of the CNS for the management of the problem, the case was given a subsequent rating, by the CNS, again from one to five, or poor to excellent. Table 7 represents these ratings showing a mean of 2.04, with a standard deviation of .94, indicating that a later evaluation of the average problem, resulted in a rating of just above "fair". Table 8 reveals that for 156 (45.2%) of the problems there was an improved status rating, for 152 (44%) there was no change in the rating, and for 37 (10.7%) the status of the problem worsened. To test for the significance of the difference between the Status 1 condition and the Status 2 condition, a t-test of the paired sample was conducted (Table 9). The mean of the paired difference was -.47, with a standard deviation of .86, and a 95% confidence interval of -.56 to -.38. The t-value is -10.21, with a two-tailed significance of .000. The results of the t-test indicate a significant difference between the initial 66 Table 6. Initiel Stetgs of the Problem Assessed Status Frequency Percent Poor 151 43.8 Fair 193 55.9 Average 1 .3 Good 0 O 0 Excellent __9 9.9 345 100.0 Table 7. Stetus of PrOblethollowing Intervention Assessed Status Frequency Percent Poor 115 33.3 Fair 134 38.8 Average 64 18.6 Good 32 9.3 Excellent - E 67 Table 8. P o l S Comparison Frequency Percent Status I > Status II (problem worse) 37 10.7 Status I - Status 11 (problem same) 152 44.1 Status I < Status 11 (problem better) 15g 55,2 345 100.0 Table 9. r' n of Mean nit' l St tus and S a ol 0 'n t v t-tests for Paired Samples Number of 2-tail SE of Mean Variable Pairs Corr Sig Mean SD STATUS l 1.57 .502 .027 345 .427 .00 STATUS 2 2.04 .944 .051 Paired Differences Mean SD SE of Mean t-value df 2—tail Sig -.47 .859 .046 -10.21 344 .000 95% CI (-.563, -.381). 68 status of the problems and the status of the problems following intervention. Although it was not the purpose of the study to measure the effectiveness of the CNS's interventions in improving the status of the problem, this is an area in which additional hypotheses could be tested. Finally, as the total numbers of identified problems (N-345) exceeded the sample size criteria, which would have been the 86 cases with three distinct problems each (Na258), there were clearly cases for which there were more than three identified problems. To get a sense of the actual impact these 86 cases had on the resources of the Chapter One program, information regarding the numbers of encounters per case is displayed on Table 10. This information reveals that for the 86 cases, there were 933 encounters, with a mean number of encounters per case of 10.85, with a standard deviation of 6.76. As the standard deviation would indicate, there were several outlier cases on the high end, with one case each representing 24, 25, 26, 29, and 42 encounters. When these five cases are dropped, the mean number of encounters per case is 9.72, with a standard deviation of 4.85. It would seem clear that the actual impact each case has upon the resources of the Chapter One program requires a more comprehensive description than the focus of this study would allow. Findings In order to determine the types and frequencies of interventions employed by the CNS for cases referred to the Chapter One program with Inultiple identified problems, data were reviewed relevant to the specific problems. Table 11 represents the 36 different problems identified for the 86 cases in the sample, representing 345 total 69 Table 10. F n n ercent e o ncoun er b h N e # encounters/case Frequency Percent 3 3 3.5 4 3 3.5 5 11 12.8 6 6 7.0 7 5 5.8 8 15 17.4 9 4 4.7 10 7 8.1 11 4 4.7 12 4 4.7 13 5 5.8 14 2 2.3 15 1 1.2 16 2 2.3 18 1 1.2 19 3 3.5 21 3 3.5 22 2 2.3 *24 l 1.2 *25 1 1.2 *26 l 1.2 *29 I 1.2 *42 __t 1.2 ‘0 w w H O O O Mean-10.85 SD- 6.76 *Without the last five values 928 Mean-9.72 SD-4.85 70 Table 11. Prpblem, Freguency and Percentage by Omahe System Domain Categorizetion Problem by Omaha System Domain Frequency Percent I. Epvipppmeptel Domein Income 26 7.5 Sanitation 3 .9 Residence 2 .6 Neighborhood Safety 2 .6 11.151911952231me Community Resources 11 3.2 Role Change 1 .3 Interpersonal Relation 4 1.2 Spiritual Distress 1 .3 Grief 1 .3 Emotional Stability 9 2.6 Human Sexuality 1 .3 Caretaking/parenting 11 3.2 Neglected child/adult 2 .6 Abused child/adult 3 .9 Growth & Development 10 2.9 III. Physiplogic Domain Hearing 16 4.6 Vision 41 11.9 Speech & Language 9 2.6 Dentition 59 17.1 Cognition 16 4.6 Pain 11 3.2 Level of consciousness 1 .3 Integument 6 1.7 Neuro-musculo-skeletal function 7 2.0 Respiration 20 5.8 Circulation 4 1.2 Digestion/hydration 5 1.4 Bowel Function 4 1.2 Genitourinary function 6 1.7 IV. Health-Related Behaviors Domain Nutrition 6 1.7 Sleep and rest patterns 7 2.0 Physical activity 2 .6 Personal hygiene 2 .6 Health care supervision 35 10.1 Prescribed medication regimen __t .3 345 100.0 71 problems, sorted in descending frequency of the Omaha problem code, to allow visualization of the most frequently identified problems. The problems are sorted by the Omaha problem domain, as assigned by the CNS, which provides a further breakdown of the nature of the problems. The greatest numbers were grouped in the areas of basic health care and screening, such as dentition problems (N-59, 17.1%), vision problems (N-4l, 11.9%), and health care supervision (N=35, 10.1%). As previously stated, the examination of the payment source was not a definitive indicator of the role a child's socioeconomic status plays in the referral to the Chapter One program. Additional examination of the problems identified by the referral sources and the Chapter One staff, reveals that problems from the Environmental Domain, indicating income, residence, sanitation, and neighborhood safety issues, represented 33 (9.6%) of the problems identified. Problems identified in the Psychosocial Domain can also often be associated with disadvantaged lifestyles, such as the need to be linked with community resources. The Health-Related Behaviors Domain shows problems that include nutrition and personal hygiene, which are associated with poverty. The 35 different interventions which were tallied, representing 345 total interventions, are displayed on Table 12, in descending order of frequency by the Domains of Nursing, to allow visualization of the most frequently employed interventions. The interventions most frequently employed were referral for dental services (Ns59, 17.1%), CNS communication with the parent (N254, 15.7%), and CNS to physician consult (Ns39, 11.3%), referral to a pediatrician (N-33, 9.6%), provision of food and/or clothing (N=17, 4.9%), a school consult (N-IG, 72 Table 12. interventions by Benner's Domains of Nursing Intervention by Domain Frequency Percent I. HELPING ROLE Parent Communication Food/Clothing School Consult MSU Nursing Referral Glasses Prescription MichCare Social Work Consult Communication Supplies Public Health Nursing Ref. Crippled Childrens' (CSHCS) Probate Court/Protective Serv Support System Wellness Pre-primary referral Cooperative Extension N-F-b-FU'I HHS—I'm r—u—u—oNNNNNwwwm-bmflh ubummmmmooowwaxow b—l (a) N GIL on w 11. TEACHING-COACHING FUNCTION Caretaking/Parenting Education Medical/Dental Care Info mIHP-‘a‘ III. DIAGNOSTIC & PATIENT MONITORING None 0 O C IV. EFFECTIVE MANAGEMENT OF RAPIDLY CHANGING SITUATIONS None 0 0.0 V. ADMINISTERING & MONITORING THERAPEUTIC REGIMENS Medication Action/Side Effects 73 Table 12 (cont.) Intervention by Domain Frequency Percent VI. MONITORING & ENSURING QUALITY OF HEALTH CARE PRACTICES Dental Referral 59 17.1 Nurse/Physician Consult 39 11.3 Pediatrician Referral 33 9.6 Family Practitioner Referral 16 4.6 Opthamologist Referral 13 3.8 Mental Health Referral 10 2.9 Ingham Co. Health Dept. 7 2.0 Specialist Physician Referral 7 2.0 ENT Referral 5 1.4 Optometrist 5 I. 4 Lab/XRay/CT Scan 5 1.4 Imunization 3 .9 Hospital Visit 1 .3 Emergency Room _1 . 204 59 1 VII. ORGANIZATION & WORK-ROLE COMPETENCIES None __0 0,9 TOTALS 345 100.0 4.6%), MSU nursing referral (N-lfi, 4.6%), which refers to the practice of assigning follow-up of some cases to an undergraduate nursing student, referral to an ophthalmologist (Na-13, 3.8%), and referral to mental health (ii-10, 2.9%). The remaining interventions represent frequencies of eight or fewer. This table shows that the CNS is employing interventions which serve to achieve or optimize access to the health care system in 204 (59.1%) of the total interventions, and conlnunicating information and education to parents in 62 (18.0%) of the total interventions. 74 The'hnerventions employed, in Table 12, are sorted by the Domains of Nursing represented by the interventions. The greatest number of interventions employed (204, 59.1%) were in the domain labelled, Monitoring and Ensuring Quality of Health Care Practices, in which interventions involving referrals to specialist physicians, dentists, and telephone conversations between the CNS and other professionals were The next most frequently employed domain was the Helping Role, These coded. in which 132 (38.3%) of the interventions were coded. interventions included conversations and home visits between the family of the student and the Chapter One staff, provision of food and clothing, consultation with school staff, such as teachers and school nurses on behalf of the student, and referral to Michigan State University student nurses, in their Community Health rotation for intensive follow-up. Also represented was the Teaching-Coaching Function, a domain in which eight (2.3%) of the interventions are coded. This domain represents interventions in which the CNS works with the family of the student on issues involving caretaking and parenting, and providing education and information. Administering and Monitoring Therapeutic Regimens had one (0.3%) intervention coded, for which there was intervention for medication action or side effects. Three of the domains, the Effective Management of Rapidly Changing Situations, the Diagnostic and Patient Monitoring, and the Organizational and Work-Role Competencies, had no coded interventions from this sample. All of the possible interventions, sorted by the Domains of Nursing, are sumarized in Appendix C. Correlation coefficients were computed in an attempt to reveal relationships among the variables in the data set (Table 13). There 75 Table 13. i e m V l Age Payment Sex Status 1 Age 1.00 .19 .10 -.O6 (86) (86) (85) (86) -. P-.37 P-.59 Payment .19 1.00 -.21 -.11 (86) (86) (86) (86) P=.O9 P-.06 P-.32 Sex .10 -.21 1.00 .02 (86) (86) (86) (86) P=.37 P-.06 P-.83 Status 1 -.06 -.11 .02 1.00 (86) (86) (86) (345) P-.59 P-.32 P-.83 were no significant or meaningful correlations among age, sex, payment source, and the initial status of the problem. An apparent negative correlation between sex and payment source does not, in fact, exist due to the lack of specificity in the data collection, previously described, related to payment source. There was a correlation found between intervention employed and the identified problem of .27, with a p-.OOO (Table 14). There was no correlation found between the problem and the number of encounters. There was also no correlation between the intervention employed and the number of encounters. 76 Table 14. C ° C f’ 'e t o Pr e d V ria l Encount Interv Prob Encount 1.00 -.06 -.OO (86) (86) 86) P-.61 P-.99 Interv -.06 1.00 .26 (86) (345) (345) P-.61 P-.OO Prob -.OO .26 1.00 (86) (345) (345) P-.99 P-.00 Summary The data collected by the CNS in the Chapter One program of the Lansing School District were analyzed to determine the types and frequency of interventions employed for cases referred with multiple problems. The problems and the interventions were further categorized as falling within the Domains of Nursing, as categorized by Benner (1984). To better understand the types and frequencies of interventions employed, the author first examined characteristics of the sample in relation to age, gender, grade, socioeconomic status. For targeting future research or systems education, information was collected on the specific school buildings from which referrals were being received. The nature of the problems identified in the referred cases was of primary importance in understanding the types of interventions selected as well. 77 The results of the data analysis indicate that the cases (ti-86) contained 36 problems and 35 interventions, representing an overall frequency of 345, with 933 total encounters. The types and frequencies of the interventions are displayed in Table 12, and reveal that the interventions most commonl y used were the referral for dental services (Na-59, 17.1%), parent communication with the CNS (N—54, 15.7%), CNS/physician consult (ti-39, 11.3%), referral to a pediatrician (ti-33, 9.6%), provision of food and/or clothing (N-17, 4.9%), referral to a family practitioner (N216, 4.6%), a school consult (Na-16, 4.6%), MSU nursing referral (ii-14, 4.1%), referral to an ophthalmologist (Na-13, 3.8%), referral to a mental health agency (Na-10, 2.9%), and 25 other interventions representing frequencies of eight or fewer. The Domains of Nursing (Benner, 1984) represented by the interventions are displayed in Table 12, with 204 (59.1%) of the interventions grouped into the domain, Monitoring and Ensuring the Quality of Health Care practices. This domain includes such interventions as screening services, referrals to health care providers, consulting between the CNS and physician referral, and other specialty The Helping Domain had 132 (38.3%) of the service referral. The Helping Domain represents such interventions grouped into it. interventions as financial assistance, referral to cormnunity agencies, The transportation, prescription filling, and support system access. Teaching—Coaching Function was the grouping for eight (2.3%) of the This domain included education, interventions employed by the CNS. Administering nutrition, safety, and stress management interventions. and Monitoring Therapeutic Regimens was the Domain of Nursing assigned to only one (0.3%) of the interventions. This domain represents such 78 interventions as bowel care, cast care, feeding procedures, and bronchial hygiene. Three of the Domains of Nursing were not represented in the findings of this study. The domain of Effective Management of Rapidly Changing Situations had only one intervention code assigned to it, the domain of Organizational and Work-Role Competencies had no intervention codes assigned, and the domain of Diagnostic and Patient Monitoring had only three assigned intervention codes, making it much less likely that interventions employed would derive from these domains. In the following section a detailed interpretation of these findings will be outlined which will include an assessment of the research conducted, as well as implications for advanced nursing practice and future research. DISCUSSION Interpretation of Findings The children who represent the "cases" in this study were found to be equally likely to be of either gender, as the selection criteria resulted in a chance sample of 43 boys and 43 girls. There was no gender bias evident in referral of students to the Chapter One program, based on these data. The mean age of the child was 8.78 years (mode-9 years) and the mean school grade was 2.24 (mode-grade 3). These figures are of interest, as the age is approximately one year older than the average child's, in the general population, at that grade level. This finding may be related to the child's unmet health care needs, family mobility, socioeconomic status, or for reasons unknown. The child's age and grade at the time of the recognized need for referral to the program may be a function of his or her growth and development and verbal skil‘ls, as opposed to recognition earlier in the child's school career. 79 Most (76.7%) of the cases referred to the program represent children in grades kindergarten through third grade. As the Chapter One program has been in place for a number of years, it is likely that by the time a child has reached fourth and fifth grade, problems related to unmet health care needs will have been recognized. The problems identified having to do with the child's environment are potentially very dynamic and may not have been a factor earlier in the child's life. The school population is also dynamic, with children moving in and out at different ages and grades, with the referral occurring when the child comes into the school system at an older age. The significance of age and grade to the referral bias, or the nature of the identified problems or outcome, would be of interest in a controlled study to demonstrate the positive impact of the Chapter One program in early identification and intervention on cost-effectiveness and outcomes. As discussed in the previous section, there was an attempt to determine the impact a child's socioeconomic status, as determined by payment source, had upon the nature of the problems identified, the interventions employed and the outcome of the case. The data show that 52.3% of the children had payment sources that could indicate an economic need, such as Medicaid, the use of Chapter One funds for services required and, potentially, the Children's Special Health Care Services (CSHCS) program. The information collected in this area was not sufficiently specific to adequately determine the impact of a child's socioeconomic status on his or her referral to the Chapter One program. There was, however, adequate information in the problem identification data to determine that at least 9.6% of the identified 80 problems were specifically related to the Environmental Domain, which included income, housing, sanitation and residence, with additional cases in the Psychosocial Domain, the Physiologic Domain, and the Health-Related Behaviors Domain, with problems that were at least indirectly related to poverty and lack of access to health care. The Psychosocial Domain accounted for 15.8% of the identified problems, and included caretaking/parenting problems, the need for conlnunity resources, and growth and development problems, among others. The Physiologic Domain accounted for 59.3% of the problems, including hearing, vision, dental problems, as well as several other categories which, if not specifically related to socioeconomic status, certainly are related to a lack of access. The implications from the problem identification of the problems for which students were referred to the Chapter One program, are that a significant proportion of the children have a lack of access to primary care, and are at risk for the development of long term problems or unnecessary complications of their problems. The Chapter One program does not submit reimbursable bills for the As a federally funded program, the necessary services it provides. In the case of an funds are provided for administration of the service. available source of payment, such as Medicaid, any outside services provided, such as consultation by a specialty physician, will be paid through that source. Of interest for future study may be the actual dollar value of services provided free of charge to students by the Chapter One program, that would otherwise be reimbursed if available externally. Fee schedules from the Medicaid program, HMOs, and other third-party reimbursement sources could be utilized to establish the 81 tangible value of the services provided by the program. Assigning a financial value to the interventions of the CNS may provide outcomes data related to the cost-effectiveness of this program, especially valuable at a time when all expenditures are being closely evaluated. Data were collected regarding the school building which the student attended. This information may be useful for revealing any differences in problems identified related to the demographic status of the student population in specific buildings, levels of attention to the identification of problems by referral sources, and any need for outreach education regarding appropriate referrals to the Chapter One program. Three of the schools, Post Oak, Allen, and Bingham schools had very high referral rates (16, 11, and 12, respectively). With the exception of Post Oak, which is one of the largest elementary schools in the district, there was no single, unique feature relative to special programs or the characteristics of the student body that would serve to explain this difference. In the absence of detailed data regarding the composition of the Lansing School District, however, further analysis is beyond the scope of this study. The information collected regarding the assignment of a rating to the status of the identified problem initially and following intervention was challenging to interpret. The difference between the means in the paired sample, before and after intervention (Table 9), is significant and indicates improvements in the status of problems following the intervention of the CNS. The primary concern regarding this information was a lack of clearly defined criteria for the assignment of ratings, for example, what was the difference between fair and average? There was a potential for bias in the direction of 82 assigning relatively low ratings initially and relatively higher rating following intervention for the purpose of demonstrating an effectiveness that may not be objective. There was no ability, retrospectively, to evaluate the consistency of the rating assignment across the sample. To address this issue, the CNS could provide specific definitions of and criteria for the assignment of these ratings. Records could then be retrospectively reviewed, with ratings to be assigned by another CNS to establish inter-rater reliability. Agreement in the rating given in 90% or more of the cases, would establish the objectivity of this process. There was no general or overall status rating for the case. Each rating was specific to the problem, and, therefore, the same child could have one problem for which the intervention had resulted in an improvement and another problem which worsened. The study was not designed to examine the effectiveness of individual interventions and there were not sufficient controls established to determine that the final status of a problem was related to the interventions, as opposed to external factors. A comparison of the problems was made to the initial status and the status following intervention (Table 8), and it was found that 45.2% of the problems were better following intervention than initially, with the other 44.1% rated the same, and 10.7% rated worse. The logical inference is that not all the interventions are equally effective, however, it is also necessary to account for the severity of the problem, the interaction of multiple problems, and a myriad of uncontrolled external factors. Another element of the data analysis which was not initially available was the actual impact of an individual case on the time and resources of the Chapter One program. Of the 86 cases reviewed, it was 83 found initially that 345 problems and interventions could be identified. liowever, when this was examined for actual encounters, this number jumped to 933. The mean number of encounters for a case was 10.85, with a minimum of three to a maximum of 42. Clearly, this factor must be taken into account when actually measuring the impact of an intervention on a problem's outcome, and the program's resources. There was no acuity rating to the individual problems or any weight for the relative complexity of the interventions. In recognition of this, the selection criteria included the requirement that cases be selected in which three or more problems had been identified, with the intent that the cases selected would be relatively more complex in nature. In the data analysis, however, it was apparent that many of the problems required repeated interventions, both different interventions or the same intervention repeatedly. For example, in analyzing the numbers of encounters per case, it was found that five cases represented outliers, in that the actual number of encounters far exceeded the mean. These five cases consisted of 24, 25, 26, 29, and 42 encounters respectively. These cases would be of interest to examine more closely, to determine the nature of the problems, the interventions employed, and the cost to the program in terms of resources and time. In order to measure the consistency with which specific interventions were applied to specific problems, the numbers of encounters and their sequence would need to be collected. The same problem was frequently identified by the CNS, over time, and the same intervention was often repeated, as well as different interventions. The data set did not include dates or encounter numbers to clarify at which point of involvement certain interventions would be deemed most 84 appropriate. The ongoing nature of most of the problems, and their inherent uniqueness and complexity, necessitated several different interventions, frequently from different domains, for the same problem. The consistency of the employment of interventions could be further studied by categorizing the interventions by encounter numbers. In that way, one could compare the consistency with which specific interventions are applied to a problem at key encounter points. The findings of the study suggest that children are being referred to the Chapter One program with multiple identified problems. The problems themselves are divided into the four domains of the Omaha System, the environmental, the psychosocial, the physiologic, and the health-related behaviors domains. The assignment of a problem by the CNS to a particular domain required the use of non-specified criteria. There was difficulty establishing any consistency for this assignment process retrospectively. It was also impossible to establish the weighing given to different components of the same problem. In other words, it is possible that a given problem could have components from all four domains affecting the severity and manifestation of symptoms. The process which is used to determine the relative significance of any one domain would benefit from clarification. These cases frequently required interventions and management over the entire school year, and for subsequent years. The interventions employed were as varied as the initial problems, however, it was evident that many of the interventions were for health screening and health care access issues. The interventions were divided into the Domains of Nursing described by Benner (1984). These domains depict the action of 85 the CNS in a more specific way relative to the direction of the plan of care. The domain labelled Monitoring and Ensuring Quality of Health Care Practices represented 204 (59.1%) of the interventions coded for these cases. This domain includes interventions such as referral to a dentist, specialist physician, and communication between the CNS and the other health care professionals. The next most frequently employed group of interventions was found in the domain, the Helping Role, with 132 (38.3%) of the coded interventions. Interventions in this domain include comnunication between the CNS and the family, providing food and clothing, and communication with school staff, such as teachers and school nurses, on the student's behalf. The Teaching-Coaching Function domain had eight (2.3%) of the interventions coded, which included caretaking and parenting instruction, education, and providing specific medical and dental information. Finally, the domain, Administering and Monitoring Therapeutic Regimens, had one (0.3%) intervention coded, dealing with medication action or side effects. The other three domains, Diagnostic and Patient Monitoring, Effective Management of Rapidly Changing Situations, and the Organizational and Work-Role Competencies, had no coded interventions from this sample. The problem experienced in the data analysis related to certain domains being unrepresented was a result of the use of retrospective data. Although the CNS performs a diagnostic function with the assessment of every referred case, this has not been captured as an _ intervention. Similarly, the aspects of the CNS's role in which she participates in community groups, attends policy and planning meetings and similar work-related responsibilities, are not recorded as 86 interventions for any individual case and are, therefore, also not captured. A potential way of accounting for these important components of the CNS's role would be to establish a percentage of her time which is spent in the Organizational and Work-Role competency and assign a proportionate amount to each case handled. The Diagnostic and Monitoring domain should be consistently represented as part of the initial assessment and follow-up functions of the CNS in every case. The third domain which was unrepresented, the Effective Management of Rapidly Changing Situations is, by definition, an acute instance in which a child's immediate need is handled. As the CNS functions in a centralized role, outside the classroom and building, these situations would be handled by personnel more immediately available. The most relevant domains, in analyzing the retrospective data, are the Helping Role and the Monitoring and Ensuring Quality of Health Care Practices. There was a great deal of overlap between these two areas, with a similar lack of defined criteria in intervention assignment as there was in problem assignment. The domain of Monitoring and Ensuring Quality primarily referred to interventions which served to provide entry into the health care system. The Helping Role was more utilized for providing linkages with community, social, and other The Helping Role also included all the contacts supportive agencies . The domain of Teaching-Coaching between the CNS and the family members. function only represented eight interventions, however, it seems quite likely that this is underrepresented as a result of the intervention being counted as a parent communication under the Helping Role. It is probable that there was an element of Teaching-Coaching in virtually every parent communication, so there is, again, overlap and lack of 87 The most unexpected underrepresentation was in the clear distinction. There is a domain Administering and Monitoring Therapeutic Regimens. similar logic of the CNS's central location in accounting for her inability to actually give medications and/or treatments to a student, however, in a very real sense, she monitors ongoing cases, and their regimens, by communicating with the family, the health care provider, the teachers, and the school nurses. These activities are recorded in the other two well-represented domains, however, the function of this domain and its competencies are not captured. It is also possible that the components of this domain which are psychomotor ”tasks" are not part of the role of the Advanced Practice Nurse (APN) in the school health setting, and would not be an efficient use of this resource. The model of the nurse as a culture broker becomes relevant in all Some patients enter the health care system much of these situations. The result may be culture like imigrants entering a foreign country. shock for such patients as they enter a system with a set of values, beliefs, behaviors, and language unlike their own (Jezewski, 1993). The CNS in the school health setting is called upon to broker two different cultures for the student and his or her family, the school system's culture and the health care system's culture. As a culture broker in anthropology makes understandable the language, customs, and currency of an unfamiliar nation or tribe, the CNS assists the family and the student to understand unfamiliar medical terminology, treatment Additionally, the family may requirements, and options for care. Families require an advocate within the community or the school system. which perceive that they are powerless in a situation, whether due to economics, educational level, or ethnic/cultural background, often 88 require the CNS's assistance in building trust in institutions from which they have felt alienated. The Helping Role domain provides a specific description of the competencies involved in strategies portion of the culture broker's function (Figure 2). School health nurses must possess a broad and deep, interdisciplinary knowledge base that allows them to serve as a bridge, translator, link, and health expert among all parties (Salmon, 1994). The second most common intervention found, parent communication, supports the role of the CNS as an advocate working within the school and family systems. This role, which has been described by many as case management, requires additional skills of the school nurse. As case manager, the nurse coordinates the efforts of the child, parents, physician, and all segments of the school system (Joachim, 1989). In the revised Culture Broker model (Figure 2), this is shown as the both the intervention phase and the resolution phase, which incorporates reassessment. Parent communication is also a key component of the assessment phase, in which all of the lntervening Conditions are assessed by the CNS. The domain most specific to the case management aspect, or the coordinator role, is the Monitoring and Ensuring Quality of Health Care Practices, which involves communication and consultation with the interdisciplinary team. The Culture Broker model and the Domains of Nursing are compatible concepts in describing the role characteristics of the CNS in a school health setting and in defining the types and frequencies of the interventions employed by that professional. 89 Study Limitations The study was limited initially by its design. As a non-probability, convenience sample, the findings are not generalizable to all school children. Additionally, the instrument used for data collection was modified from the Omaha System and had not been subjected to any testing for reliability or validity. The reliability of the modified instrument would be enhanced by defining the criteria for the assignment of status ratings, diagnostic codes, and the other components of the assessment of the problem and the evaluation of the outcome following intervention. Records could then be retrospectively reviewed by another CNS to test inter-rater reliability. Agreement of 90% or more would be strong evidence of the accuracy of the instrument. The Omaha System was well-suited to problem identification, however, was less specific in the area of interventions, as the interventions were not problem—specific. There was significant overlap and lack of sensitivity with regard to interventions. The categories of some interventions were overly broad and resulted in high numbers of occurrences in a very few categories. The most commonly employed interventions could be further defined for greater specificity, which would allow all the components of the CNS's interactions with a case to be appreciated. The data collection and assignment of codes was made more consistent by the fact that the CNS was the only individual recording the information. It is necessary to note that she may have refined her assignment of problem and intervention codes as the school year progressed, thus affecting the consistency of application. Another limitation to the tool, or the reports derived from it, was the 90 inability to assess the link between the problem and the chronology of interventions employed. The interventions were reported by the code in ascending order, so an intervention which was tried first may be reported last. The limitations experienced are those normal to analysis of data retrospective to their collection. It was not possible to determine the status of a case at the end of the school year. There was information collected on the status of the problem itself, following the CNS's intervention, but that may or may not accurately reflect the status of the entire case, or child. There was no ability, retrospectively, to control for extraneous variables which may have affected the status of the case following intervention by the CNS. The deficiencies of the assignment of status ratings, related to objectivity and consistency, before and after intervention, were previously described. Another study design issue may be the criterion for selection, limiting the sample to cases with three or more identified problems. Although this served to identify the greatest number and types of problems and interventions, it does not reflect a comprehensive representation of the cases referred to the Chapter One program. To the extent that some students are encountered repeatedly for the same one or two problems, this information was not captured, and may underreport cases which account for significant portions of the CNS's time and/or system resources. In relationship to the categorization of the interventions into the Domains of Nursing, there were no identified interventions in the domain of Organizational and Work-Role Competencies. Although the competencies of this domain are a significant portion of the CNS's role 91 in the school health setting, this information could not be collected as a problem-based intervention. Similarly, there was only one intervention coded as the domain of Effective Management of Rapidly Changing Situations, and it was never collected in this sample as an intervention which was employed. Presumably, the nature of a crisis situation is one which would be handled by personnel on the scene, whereas the CNS's role is more specific to ongoing situations. There were also no interventions collected in the domain, the Diagnostic and Monitoring Function, although as previously described, this is part of the initial assessment and continuous follow-up of every case. The Domains of Nursing, as adapted for this study, were not sensitive and specific enough to capture the interventions in a meaningful way. The usefulness of this categorization would be enhanced by prospectively defining the interventions in such a way that captures the subtler aspects of these competencies. Given unlimited resources to conduct this study, it would have been ideal to establish the consistency with which the modified Omaha System instrument was completed. Definitions and criteria for the assignment of codes would have been established and complete records, which included the CNS's narrative, would have been recoded by two or three similarly prepared individuals to establish an inter-rater reliability of at least 90%. The interventions employed would have been examined closely to identify subcomponents of the competency. These factors would have then been used to further recode records for additional clarity and accuracy. Additional variables of interest, such as socioeconomic status based on eligibility for free or reduced price school lunches, and ethnic characteristics of each child would have been 92 collected. With a reliable instrument, it would have been more feasible to conduct factor relating calculations and to test hypotheses regarding these relationships. Implications for Advanced Nursing Practice The findings of this study and the related literature offer many implications for the role of the Advanced Practice Nurse (APN) in the 9 school health setting. The potential contribution of the school nurse towards a goal of the school as a health promoting community is considerable (Collis & Dukes, 1989). In order to effectively meet our nation's challenges and best safeguard the health of its students, school nurses must have an expanded scope of practice, manage diverse client needs as well as students with more complex health problems, and become key players in the integration of various health care delivery models into the school setting (Passerelli, 1994). The new skills required to operationalize comprehensive school health programs are leading to development of an expanded role for nurses (Kozlak, 1992). The findings of this study show the many role characteristics of the APN in practice. The Domains of Nursing encompasses the assessor, advocate, collaborator, coordinator, educator, change agent, consultant, counselor, and planner roles. The school is recognized as the location in which the needs of children, especially those with geographic and financial barriers to access, can be effectively met. The school-based clinic concept is a primary care delivery mechanism which provides care to children who may otherwise receive none. The APN in the school-based clinic can work collaboratively with the CNS in the Chapter One program to meet the needs of children with identified problems. Referrals to family 93 physicians and pediatricians were interventions used 49 times (14.2%) in this study. Many of those referrals may have been appropriate for an APN in the school health setting, which would be an efficient use of the health care system's resources. Additionally, an established school-based clinic, with an established mechanism for reimbursement may be permitted, in a reformed health care system, to contract with managed care organizations, including the Medicaid Physician Sponsor Plan, to provide care to qualified children routinely. The changing character of school health nursing increases the need for the APN to use nursing theory to guide nursing decisions (Pesata, 1994). The nursing paradigm, which incorporates a patient's environment into a holistic philosophy of providing care is evident in the interventions employed by the CNS in this study. Intangible components of the CNS's role include establishing relationships with families that enhance their trust in the school system, as well as the health care system. Further definition and refinement of the categorization process could lead, not only to the ability to quantify the interactions, but also the ability to "uncover the knowledge embedded in clinical practice” as Benner (1984) describes the process of recognizing interventions and decisions which seem to have no definite cognitive process. As many of the CNS's activities serve to enhance access to services and the quality of the services, it would be useful to define more completely the role her activities play in the health outcomes of these cases. Benner (1984), described the organizational and work-role competency as important when working with teachers and staff in the school district, as well as occupational, physical, hearing and speech 94 therapists, doctors, and community health nurses (Pesata, 1994). The results of this Study, and the CNS's recurring intervention of contact with an interdisciplinary team, reveal this, in spite of the inability to quantify this under the domain of the Organizational and Work-Role competencies. As the second most employed intervention, parent communication is a pivotal aspect of the APN's role in the school setting. Parents should be recognized for their important role as experts on their child- experts in maintaining their child's health and conducting activities that promote health (Graff & Ault, 1993). Health promotion and disease prevention are goals which cannot be addressed until basic health care needs are met. To the extent that the school setting is the place to begin long term health promotion, the unmet health care needs of these children will need to be addressed first. This is especially true of the chronically ill or developmentally disabled student. In this study, there was not a specific focus on chronically ill and disabled children; it may be that such children are already established in the health care system and are less likely to be identified by the school referral sources. Research, theory, and practice should incorporate consideration of family routines and home environment when concerned about the health status of the child (Keltner, 1992). Once again, a significant number of the CNS's interventions center around communication with the family and providing support and information that serves to customize a more generic plan of care. This function is specific to an APN with the knowledge base sufficient to modify a treatment plan in such a way that 95 the client will find it possible to integrate within his or her resources and environment. Any health problem--hunger, poor vision or hearing, increased blood lead levels, dental caries, and child abuse- can interfere with learning (Lavin et al., 1992). Through education and demonstration, teachers and administrators must be helped to realize how school health programs complement their own efforts to meet the educational needs of their students (McGinnis & DeGraw, 1991). Developmental and behavioral problems have been shown to be more prevalent among children who reside in environments where biological insults are more prevalent, family relationships are more volatile and less supportive, and basic nutrition is questionable (Newacheck et al., 1994). The degree to which children identify the frequency and stressfulness of the events in their lives suggest there is much to learn about how these chronic, enduring situations affect them (Jacobson, 1994). This information is not captured in the data available for this study, but is often uncovered as a component of the CNS's assessment and interaction with the family. Providing a mechanism for coding and quantifying this aspect would contribute to the body of knowledge in these areas, and allow the CNS to target interventions that address these needs.- The critical role that lack of access play's in a child's ability to enter the primary care system can be directly impacted by the presence of primary care providers, such as APN's, in the school setting. This addresses several of the aspects of lack of access which include such factors as lack of or type of insurance coverage, the geographic location or hours of operations of clinics, and the lack of availability of certain providers or services. The CNS in the Chapter 96 One program frequently intervenes with identified problems by referring the child to some form of primary care. This intervention requires a subsequent series of steps which may include establishing a payment source, finding transportation and/or child care for siblings, and follow-up conversations with the family and the provider. Direct referral to a school district's school-based clinic, staffed by an APN, could eliminate or compress several of these steps. By providing entry into the health care system through the school-based clinic referral, the APN establishes a primary care relationship which is accessible and continuous over time. By establishing communication among the child's caregiver, other medical providers and school personnel, the APN helps assure consistency in the application of the therapeutic regimen and a thorough appreciation of the need and resources of the child and his family. Comparative cost data from these efforts can be utilized to establish the cost-effectiveness of the program. Additionally, the providing primary care access in a school-based clinic could integrate theeducation needs related to health promotion directly into the classroom setting. The APN could use his or her knowledge regarding the needs of the students to become involved in multi-disciplinary school-based projects focused on health promotion, such as those which advocate for food service and physical education modifications. The role of the APN as related to policy development and political involvement, also relates to the implications in the literature. Political involvement on a local level can occur when the APN uses information to change school curricula to include health teaching in important areas (Pesata, 1994). The information gained from this study 97 and others similar to it, can be a starting point for educating school administrators and public officials regarding the depth of the need and the informed deployment of resources. By becoming informed on facts and issues, and through active involvement in the policy process, nurses can be a positive force in moving toward the attainment of Healthy People 2000 goals and objectives (Malloy, 1992). Quite obviously, changes in children's health care will need to be considered as part of the total package of reforms in health care, but there is a critical need to move children's issues high on the priority list (Martin, 1992). One of the most important underlying themes in both the comprehensive school education and health care reform movements is the issue of health outcomes, whether associated with improving the health status of children and families through a more cost-effective service delivery system, or through health education that fosters the adoption of positive health behaviors, thus reducing the need for expensive medical resources (Brindis, 1993). Nursing in the acute care setting has been forced to cost out services and measure outcomes by current reimbursement mechanisms and restrictive health policies (Oda, 1992). Nursing in community agencies and schools is now catching up as funding becomes increasingly stringent and educational monies dwindle (Oda, 1992). Implications for Research Several implications for research are suggested by the results of the data analysis for this study. Additional research needs to be conducted relative to problems identified in students with relationship to age, gender, and socioeconomic status. Ethnic and cultural variations were not part of the data collected for this study, but would 98 be an interesting variable of study, both in terms of the types of problems experienced and to examine potential bias in referral patterns. Correlating identified problems with a student's absenteeism may also provide an area of study for the interested researcher. Research related to the APN's advocacy role, as conceptualized by the Culture Broker model, would also be of interest. Research can also be a tool of advocacy (Burg, 1994). The findings of any research which adds to the body of nursing knowledge can be seen as having the potential for being used to advocate on behalf of a client and his or her family. AMA (1990) recommends that further objective research into the potential benefits and problems associated with school-based health services be undertaken by credible organizations in the public and private sectors. Once national standards for school health education are established, research should be conducted to show the effectiveness of different program designs in achieving national objectives (American Cancer Society, 1993). There is a need for research regarding interventions which specifically include the input and participation of the child's family. The literature review performed for this study provided several examples of health promotion studies which were conducted with school-age children. The lack of extensive literature related to the interventions which are most successful in meeting children's previously unmet health care needs, most probably is due to the need to involve the family in any intervention plan. The identified needs of the family are then, appropriately, a major focus of the intervention. The reality of the need to involve the family in any intervention with the child may mean 99 that the intervention is researched as a "family" issue. In recognition of that, research that explores effective interventions for a child's specific problems should incorporate the family's input and participation. In the Chapter One program, the CNS could begin, as part of the initial assessment, to collect information utilizing the Family Routines Inventory and the Home Screening Questionnaire. Information from these instruments has been shown by Keltner (1992) showed significant common variances with child health in pre-school children. This information could be the basis of hypotheses related to the outcome of an intervention plan given the strength of the home environment and/or the adherence to family routines. Given the findings of this study, which were limited to descriptions of the types and frequencies of interventions employed by the CNS, there are many directions future research could take. The relationship between a child's socioeconomic status and his or her health care deficits has been often expressed, but less often quantified. The outcomes of particular problems based on the interventions or series of interventions employed, and the cost-effectiveness, would be of interest. The first step in additional data analysis for this particular group would be refinement of the data collection instrument, based on the findings of this study. The Omaha System has not adequately captured information specific to the child's socioeconomic status, ethnic or cultural background or a sense of the timing of interventions in a sequence of encounters. As the payment source information collected was not a sensitive indicator of the child's socioeconomic status, another method of making this 100 determination could be the child's eligibility for free or reduced price school lunch. This research study showed a significant improvement in the overall status of problems following intervention. Research which controls the variables which may have contributed to this result should be conducted to establish the extent to which the intervention was responsible for the problem's improved or unchanged status. The significance of maintaining a problem's status, in certain conditions, should not be minimized. The Domains of Nursing, as a way of uncovering the competencies of the CNS in this role, would be more useful with a consistent and thorough documentation of CNS actions not specifically case-related. Establishing criteria that define the status of the health problem identified would provide demonstrated objectivity to the rating of problems, pre— and post-intervention. Research into interventions which include the family are most likely to promote long range health promotion goals. The outcomes of such interventions will need to be measurable and objectively demonstrated. Outcomes are both cost-related and quality related. The ”best" intervention is one which provides the optimum quality of service at the most cost-effective price. Possible research question in this area should address the outcomes of specific interventions for specific problems, based on quality and cost. This study makes an initial contribution in describing the frequently used interventions. Those interventions, such as parent communication, which are frequently employed, would be key components of health promotion intervention, as well as problem-focused interventions. 101 The next logical research question is, Are the interventions employed by the CNS responsible for the improved or unchanged status of the problem in these cases? Conclusion , The role of the CNS in the school health setting is one in which all of the skills for which he or she is trained are called upon. The diversity and the complexity of the problems of the students, which include poverty, homelessness, chronic illness, and developmental disabilities, challenge the APN's abilities and creativity. Added to that, is the need to document the effectiveness of the interventions employed. The first step, identifying the interventions, has been undertaken by this research. 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Child disabilities: Who's in, who's out? dpurnal pf Sehopl Health, 55(6), 238-241. Rienzo, B.A. & Button, J.W. (1993). The politics of school-based clinics: A community-level analysis. dournal of School Health, 58(6), 266-272. Ross, J.W. (1993). School-based clinics: An opportunity for social workers to address youth violence. NASSP Bulletin. 77(557), 82-83. Ryan, N.M. (1988). The stress-coping process in school-age children: Gaps in the knowledge needed for health promotion. Adyanees in Nursing 5eience, 11(1), 1-12. Salmon, M.E. (1994). School (health) nursing in the era of health care reform: What is the outlook? dpurnal of Sehool Health, 64(4), 137-140. Schneider, P.L. & Grimes, R.M. (1993). Potential bias in teacher referrals to the school nurse. dournal of School Health, 65 (10), 426-428. Schwab, 8., Drake, R.E., & Burghardt, E.M. (1988). Health care of the chronically mentally ill: The culture broker model. tpmmunity Mental Health Journal. 24(3), 174-184. Simons-Morton, B.G., Parcel, G.S., Baranowski, T., Forthofer, R., & O'Hara, N.M. (1991). Promoting physical activity and a healthful diet among children: Results of a school-based intervention study. Aneriean Journal of Public Health. 81(8), 986-991. Stone, E.J. (1990). ACCESS: Keystones for school health promotion. Journal of School Health, 60(7), 298-300. Sullivan, C. & Bogden, J.E. (1993). Today's education policy environment. Journal of School Health, 63(1), 28-32. 107 Todaro, A.W., Failla, s., & Caldwell, T.H. (1993). A model for training community-based providers for children with special health care needs. Journal of School Health. 63(6), 262-265. U.S. Public Health Service. (1990). Healthy people 2000: National health promotion and disease prevention objectives. Washington, D.C.: Government Printing Office. Vessey, J.A., S Swanson, M.N. (1993). School-based clinics and the pediatric nurse: An interview with surgeon general designee M. Jocelyn Elders. Pediatrie Hursing, 12(4), 359-362. Wagner, J.D. & Menke, E.M. (1992). Case management of homeless families. Clinical Nurse Specialist, 5(2), 65-71. Walter, H.J. (1989). Primary prevention of chronic disease among children: The school-based "know your body" intervention trials. Health Edueation Quarterly, 15(2), 201-214. Wiley, D.C. & Ballard, D.J. (1993). How can schools help children from homeless families? dpurnal pf 5ehppl Health, 58(7), 291-293. Zuckman, J. (1992). Education: Tiff over federal aid slows reform effort. Congressipnal Quarterly Weehly Repprt, 50(38), 2906-2909. Zuckman, J. (1993). Funding fights to dominate in Chapter 1 rewrite. Dongressional Quarterly Weekly Report.,51(19), 1146-1148. Zuckman, J. (1993). Moving balloons, shaping minds. gangressipnal Quarterly Weehly Repprt, 59(19), 1149. Zuckman, J. (1993). Riley sets Chapter 1 priorities: Poorest students and schools. Congressional Quarterly Weekly Report, 51(20), 1232. Zuckman, J. (1993). Tying Chapter 1 to Equal Funding. Congressional Quarterly Weekly Report, 51(19), 1150. APPENDIX A Lansing School District Chapter 1 Health Service Nursing Form 108 [/1 - LANSING W mam am creme: m m 1 mm SWIG! WING roar: Student Number ______ Student Name Building _ _ Grade Parent Name Addreee Zip Code Phone D.C.B._ _/ _ _/ _ _ Referred By: Date _ _/ / _ Reaeon for: Referral: Method of Payment : vacuum _ _ _ _ _ _ MICATIOI ans-Inc x _ __ e _ _ s _ _ CATEGORY TARGET _ _ ACT!“ m Date of Viett: _ _/ _ _/ _ _ luree/Nuzetng Meietant roman tie/mum _ _/ _ _/ _ __ cancam‘rron momenta _ _/ __ _/ _ _ n/a vacate): _ _ _ _ _ _ communica'rrou ammo x _ _ e _ _ s _ _ carscoev manor: _ _ acrron M Date of VIeLt: _ _/ _ _/ _ _ Nuree/Nuretng Aeetetant FOLLOW TIP/REVIEW _ _/ / mama-Ion __ Resonant: / / u/a 109 vacate»: _ _ _ _ _ mamas-tron minus 1: _ a _ _ s _ _ cancoav 1'ch acuou rm Date of Viett: __ _/ _ _/ _ _ Nuree/Nureing Aeetetant roccow ur/azvrzw _ _/ _ _/ _ _ caricaturrou nascuxouu _ _/ _ _/ _ _ N/a __ menu-m _ _ _ __ _ _ murcuxon ammo x__ e__s__ cartoon! mmu _ _ mmu Punt Date of Viett: _ _/ _ _/ _ _ Nuree/Nuretng Aaetetant rocww urlmuw _ _/ _ _/ _ _ cancxtu'rrou manhunt _ _/ _ _/ _ _ N/a menu-m _ _ _ _ _ _ marquee RATING x__ e__s__ cartoon! tamer mmu Pm Date of Vieit: _ __l _ _/ _ _ Nuree/Nuéelnq Metetant rowow up/nzvrew _ ___l _ _/ __ _ cancenu'rxou 1135013001.! / / N/a APPENDIX 8 Letter of Support 110 LANSING SCHOOL DISTRICT Committed to Quality January 5, 1995 Sara A. Daniel 13844 Blue Point Drive, NE Kalkaska, MI 49646 Dear Ms. Daniel: In regard to the proposed study, "What are the Types and Frequency of Interventions Employed by a Clinical Nurse Specialist for Cases Referred to the Chapter One Program with Multiple Identified Problems?", the request to conduct the study in the Lansing School District has been approved. The following comments apply to the study: It is my understanding that there will be no student or staff involvement . If you have any questions or need additional information, please contact me (325-6460). Thank you. ‘W/WW Marian Phillips MP/mlc cc: Research Review Committee Members Research & Evaluation Services Office 500 W. Lenawee St. Lansing, Michigan 48933 An Equal Opportunity District APPENDIX C Chapter 1 School Nurse Strategies 111 CHAPTER 1 SCHOOL NURSE STRATEGIES HELPING ROLE COMPETENCIES 98 Durable Medical Equipment Social Work/Counseling Day Care/Respite Employment Finances Food Housing Legal System Spiritual Care Substance Abuse Support System Wellness Supplies Glasses Prescriptions Communications Interactions School consult Parent Communication School Visit Social Work/Service Nutritionist Other Community Resources Support Group Transportation Coop Extension MSU Nursing Referral Public Health Nursing Ref. Michcare Crippled Children Probate Court/Protective Serv. Police Department Social Services Open Arms Preschool/Preprimary Red Cross .Building Strong Families ADMINISTERING & MONITORING THERAPEUTIC REGIMENS Bladder Care Bowel Care Bronchial Hygiene Cardiac Care Cast Care Dressing Change/Wound Care Feeding Procedures Medication Action/Side Effects TEACHING-COACHING FUNCTION Ol - Anatomy/Physiology 19 - Exercises 24 - Gait Training 02 - Behavior Modification O4 - Bonding 08 - Care Taking/Parenting 11 - Coping Skills 13 - Discipline 16 - Education 18 - Environment 20 - Family Planning 25 - Growth/Development 26 - Homemaking 37 - Nutrition 41 - Personal Care 45 - Rest/Sleep 46 - Safety 55 - Stimulation/Nuturance S6 - Stress Management 31 - Medical/Dental Care DIAGNOSTIC a pang mm 48 - Sickness/Injury Care 49 - Signs/Symptoms - Mental lEmotional 50 - Signs/Symptoms - Physical 891mm WW garments srrua'r_1_on_s 99 - Crisis Intervention ORGANIZATIONAL & WORK-ROLE COMPETENCIES 112 ADMINISTERING & MONITORING THERAPEUTIC REGIMENS - Continue 33 - Medication Administration 34 - Medication Setup 35 - Mobility Transfers 36 - Nursing Care 39 - Ostomy Care 42 - Positioning 43 - Rehabilitation 51 - Skin Care 53 - Specimen Collection MONITORING & ENSURING QUALITY OF HEALTH CARE PRACTICES 47 - Screening 64 - Pediatrician 65 - Family Practitioner 66 - ICHD 67 - Specialist 68 - ENT 69 — Ophthalmologist 70 - Optometrist 71 - Dental 73 - Lab, X-ray 74 - Mental Health 77 - Speech & Hearing 82 - Immunization 89 - B.R./Radicare 94 - Surgery 76 - Hospital Visit 78 - Nurse/Physician Consult 83 - Follow up on Care APPENDIX D Human Subject Approval GTEEOF RESEARCH AND GRADUATE STUDIES Univcmity Committee on MnummMNNWn mmnn&mhda (UCRIHS) Mochigan Slate Unwersuy flSMMmmmmm&mmm East Lansmg. Mrhngan " «maqow 517/355-le FAX' 517/432417I MSU 13 M annnuhveachm nuammenwwm 113 MICHIGAN STATE UNIVERSITY January 10, 1995 To: Sara A. Daniel 13844 Blue Point Dr. NE Kalkaska, HI 49646 RE: IRBI: 94-597 TITLE: wHAT ARE THE TYPES AND FREQUENCY OF INTERVETNIONS EMPLOYED BY A CLINICAL NURSE SPECIALIST FOR CASES REFERRED TO THE CHAPTER ONE PROGRAM WITH MULTIPLE IDENTIFIED PROBLEMS? REVISION REQUESTED: N/A CATEGORY: -H APPROVAL DATE: 01/02/95 The University Committee on Research Involving Human Subjects°(UCRIHS) review of this project is complete. I am pleased to adVise that the rights and welfare of the human suhjectn appear to be adequately proteCteu and methoos to obtain informed consent are appropriate. herefore, the UCRIHS approved this project including any revision listed above. RENEWAL: UCRIHS approval is valid for one calendar year, beginning with the approval date shown above. Investigators planning to continue a project beyond one year must use the green renewal form (enclosed with t e original a proval letter or when a. project is renewed) to seek ugdate certification. There is a maximum of four such expedite renewals ssible. Investigators wishing to continue a project beyond tha time need to submit it again or complete reView. REVISIONS: UCRIHS must review any changes in procedures involving_human subjects, rior to initiation of t e change. If this is done at the time o renewal, please use the green renewal form. To revise an approved protocol at aha other time during the year send your written request to the CRIHS Chair, requesting reVised approval and referencing the prOject's IRB I and title.. Include in our request a description of the change and any reVised ins ruments, consent forms or advertisements that are applicable. PROBLEMS] CHANGES: Should either of the followin arise during the course of the work, investigators must noti UCRIHS promptly: {1) problems (unexpected side effects, comp aints, etc.) involVing uman subjects or ‘2) changes in the research environment or new information indicating greater risk to the human sub ects than existed when the protocol was previously reviewed an approved. If we_can be of any future help, please do not hesitate to contact us at {Eiofidbb‘éidU or FMA (aixpaso-illi. Sincerely, avid E. Wrig CRIHS Chair DEW:pjm cc: Barbara A. Given APPENDIX E OHAHA System Categorization of Interventions 114 OMAHA System Categorization of Interventions ir h sical care 11 Family Issues 01 Anatomy/Physiology 02 Behavior Modification 03 Bladder care 04 Bonding 05 Bowel care 08 Care taking/Parenting 06 Bronchial Hygiene 11 Coping skills 07 Cardiac care 12 Day care/respite 08 Cast care 13 Discipline l4 Dressing change/wound care 16 Education 15 Durable medical equipment 17 Employment 19 Exercises 18 Environment 21 Feeding procedures 20 Family planning 24 Gait training 22 Finances 29 Lab findings 23 Food 32 Medication action/side effects 25 Growth/development 33 Medication administration 26 Homemaking 34 Medication setup 27 Housing 35 Mobility transfers 30 Legal system 36 Nursing care 37 Nutrition 39 Ostomy care 41 Personal care 42 Positioning 45 Rest/sleep 43 Rehabilitation 46 Safety 48 Sickness/injury care 54 Spiritual care 49 Sign/symptoms--mental/emotional 55 Stimulation/nuturance 50 Signs symptoms--physical 56 Stress management 51 Skin care 57 Substance abuse 53 Specimen collection 60 Support system 62 wellness 111 Health Care Providers Su i 31 Medical/dental care 58 Supplies 47 Screening 72 Glasses 52 Social work/counseling 75 Prescriptions 64 Pediatrician 65 Family practitioner 66 ICHD 67 Specialist 68 ENT 69 Ophthalmologist 70 Optometrist 71 Dental 72 Lab, X-ray 74 Mental health 77 Speech and hearing 82 Immunization 89 E.R./Redicare 94 Surgery 115 W Communications Interactions Hospital visit Nurse/physician consult School consult Follow up on care Parent communication School visit Social work/service MW]; 98 Nutritionist Other community resources Support group Transportation MSU Nursing referrals Public health nursing ref Michcare Crippled children Probate court/protective services Police department Social services Open Arms Preschool/preprimary Red Cross Cooperative Extension Building strong families nzcuzonu smrs UNIV. 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