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THESlS I)ate 0-7639 llllUUIIWIIHIIHHHIHHIUH”Ill”!!!llllllllllllllfll 301 568 0097 LIBRARY Michigan State University This is to certify that the thesis entitled Primary Care Providers' Practices and Peceptions Regarding Exercise Counseling for the Elderly presented by Amy Marie HaClunann has been accepted towards fulfillment of the requirements for Masters degree in Nursing (:JALifll/LJ J4)&4H42 [fZA/;IO{QZ> Major professor/ April 30, 1997 MS U is an Aflirmative Action/Equal Opportunity Institution PRIMARY CARE PROVIDERS' PRACTICES AND PERCEPTIONS REGARDING EXERCISE COUNSELING FOR THE ELDERLY By Amy Marie Hackman A THESIS Submitted to Michigan State University in partial fulfillment of the requirements for the degree of MASTERS OF SCIENCE IN NURSING College of Nursing 1997 chal phys are Phys “'33 ABSTRACT PRIMARY CARE PROVIDERS' PRACTICES AND PERCEPTIONS REGARDING EXERCISE COUNSELING FOR THE ELDERLY By Amy Marie Hackman , The elderly present primary care providers with a number of challenges, the most important of which centers on the declining physical activity and sedentary lifestyle associated with aging. There are few studies referring to counseling by Advanced Practice Nurses or Physicians Assistants. A quantitative study utilizing a questionnaire was used to explore the relationship between primary care providers' perceptions and practices regarding exercise counseling for the elderly. The intent was to identify differences in counseling amongst different provider types. The descriptive data obtained enabled the investigator to identify the distributions of provider characteristics, barriers to counseling and current sources of information used regarding exercise guidelines for the elderly. Results indicated that provider type was not related to counseling or their perceived success in counseling regarding exercise. It was found that those who perceived themselves as moderately to very successful in counseling actually did counsel the elderly regarding exercise on a more consistent basis. W0( cxpc Cfldt €llC< thcr ACKNOWLEDGMENTS I would like to thank the faculty of my thesis committee: Joan Wood, Sharon King and Linda Keilman. Thank you for all your expert guidance, knowledge and encouragement. I would also like to thank my family for supporting me in this endeavor of graduate school. Thank you for your support, encouragement and understanding, especially to Greg who was always there for me. Thank you! iii LIST CH2 INT CH,- DEF TABLE OF CONTENTS Page LIST OF TABLES ............................................................... vii LIST OF FIGURES ............................................................ viii CHAPTER 1 INTRODUCTION .................................................................. 1 Purpose ............................................................................. 3 CHAPTER 2 DEFINITIONS: OPERATIONAL AND CONCEPTUAL... 5 Elderly .............................................................................. 5 Conceptual .................................................................... 5 Operational ................................................................... 5 Exercise ............................................................................ 6 Conceptual .................................................................... 6 Operational ................................................................... 6 Counseling ....................................................................... 6 Coceptual ...................................................................... 6 Operational ................................................................... 7 Primary Care Provider .................................................... 7 Conceptual ................................................................... 7 Operational ................................................................... 7 CHAPTER 3 REVIEW OF LITERATURE .............................................. 8 Exercise Benefits ............................................................. 9 Cardiovascular Disease .................................................... 9 Osteoporosis ..................................................................... 10 iv M l DIS< flr-‘r—v Elderly and Exercise ....................................................... 10 Preventive Health Care and the Elderly ........................ 12 Primary Care Provider and Counseling ......................... 12 Barriers to Counseling .................................................... 16 Guidelines in Counseling ............................................... 16 CHAPTER 4 THEORETICAL FRAMEWORK ......................................... 19 Interaction Model of Client Health Behavior ................ 19 Professional Singularity ................................................... 23 CHAPTER 5 METHODS ........................................................................... 26 Design ............................................................................. 26 Sample ............................................................................ 28 Questionnaire .................................................................. 29 Proceedure ...................................................................... 30 Protection of Human Subjects ...................................... 31 CHAPTER 6 DATA PRESENTATION ................................................... 32 Demographics ................................................................ 33 Practice ........................................................................... 36 Barriers ........................................................................... 39 Sources of Information .................................................. 40 CHAPTER 7 DISCUSSION ....................................................................... 42 Practices and perceptions ................................................ 42 Interaction Model of Client Health Behavior ................ 45 Limitations ....................................................................... 46 General Implications ........................................................ 47 Education ...................................................................... 47 Practice .......................................................................... 48 Research ........................................................................ 49 APN Implications ........................................................... 49 Education ..................................................................... 49 Practice ......................................................................... 50 Research ....................................................................... 51 AP AP US Conclusion ....................................................................... APPENDIX A: QUESTIONNAIRE ................................... APPENDD( B: COVER LETTER ..................................... APPENDIX C: APPROVAL LETTER FROM UCRIHS.. LIST OF REFERENCES .................................................... 52 54 58 Tab Tab Tat, Tat Tal Ta] Tal LIST OF TABLES Table 1 - Demographic Characteristics of the Respondents ....... 34 Table 2 - Primary Care Providers' Patients over 65 and Practice Setting ............................................................. 35 Table 3 - Primary Care Providers' Responses Regarding Exercise Counseling by % of Clients Asked ............ 36 Table 4 - Relationship of Provider Perceived Success and 'Actual Counseling ...................................................... 38 Table 5 - The Association Between Frequency of Counseling and Provider Perceived Importance of Exercise in the Elderly ......................................................................... 38 Table 6 - % of Response of Primary Care Providers' Perception of Barriers to Exercise Counseling ........................... 39 Table 7 - % of Responses of Primary Care Providers' Sources of Information Regarding Exercise in the Elderly .......... 4O vii LIST OF FIGURES Figure 1 - Interaction Model of Client Health Behavior ......... 21 Figure 2 - Modified IMCHB: Element of Professional Singularity: Background Variables ........................... 24 viii am 12‘. 1301 199 of‘ mai hfiali Depa Chapter 1 INTRODUCTION The 1990's have brought increased attention to aging, health care and quality of life. The proportion of elderly persons in America is growing quickly; individuals over the age of 65 currently account for 12% of all Americans. It is estimated that in the next 50 years this figure will rise 20% (Healthy People 2000, 1990). According to the 1990 census, men and women are living on the average to the ages of 79.7 and 83.6 years respectively (Barry & Eathome, 1994). Health in the elderly is defined as "the absence of disease, the maintenance of optimal function, and the presence of an adequate support system" (Klinkman, Zazove, Mehr & Ruffm, 1992, p. 205). Although preventive health care and aging are not usually thought of together there is a great need for preventive health care and enhancement of positive health behaviors in the elderly. Changes in attitudes of health care providers toward preventive health care in the elderly can be seen in two national efforts. The Department of Health and Human Services (1990) revised its Year 1 200 objc CO the. is disa‘ age arthi SCng l 99. imp; are Wm Su ff haw 0ft fOr . 2000 goals for the elderly to include more preventive health care objectives and the Institute of Medicine (1990) commissioned a special committee to investigate what is known about preventive health care in the elderly (Ory & Cox, 1994). Both of these reports contain data suggesting a change in attitude by health care providers regarding preventive health care for the elderly. One of the general goals of preventive health care in the elderly is maximizing life span while minimizing morbidity and functional disability (Gleich, 1995). Sources of morbidity and mortality in this age group include hypertension and cardiovascular disease, diabetes, arthritis, osteoporosis, neuropsychiatric disease, decreased social and sensory stimulation and general functional decline (Barry & Eathome, 1994; Elward & Larson, 1992; Gorman & Posner, 1988). 1 Primary care providers for the elderly find that functional impairment from physical disability and maintenance of independence are two of the most challenging management problems (Elia, 1991). With increases in the average life span there should be more than sufficient time for interventions directed at preventive health care to have an effect on improving the quality of life and functional status of the elderly. The US. Preventive Service Task Force (1989) recommendations for the elderly include "clinicians should provide all patients with infit assi inc] cou [Hog cape rcgt nun: Inus 1365? pro \ information on the role of physical activity in disease prevention and assist in selecting an appropriate type of exercise" (p 7). Despite the inclusion of exercise in these guidelines, few elderly actually receive counseling regarding exercise or engage in any type of exercise program (Sommers, 1988). Evidence is mounting that exercise can maximize functional capacity in the elderly population and that individuals who engage in regular exercise tend to maintain a higher level of functioning (Elward & Larson, 1992). Given the increased life expectancy and increased number of health risks in the elderly, providing preventive health care must be made a major concern of the primary care provider (Price, Desmond, Losh & Krol, 1988). The challenge for health care providers is to enhance a "disability free" life by increasing the quality of life through guidance of preventive health care for the elderly. PM; There is more evidence in the past decade that supports the benefits of exercise in the elderly. Despite the positive consequences of exercise, there tends to be a marked reduction in physical activity with increasing age. The role of the primary care provider and his/her counseling regarding exercise and its benefits to the elderly has received little attention in the literature. There are few studies that evaluate the effectiveness of exercise counseling by the primary care ‘ the prm pr0\ SUCC COUJ Chai I‘Cg: SUC the] provider. Therefore, the purpose of this study is to examine the relationship between characteristics of primary care providers and the perceptions and practices of these providers regarding exercise counseling for the elderly. Several questions are to be answered in this study. What are the characteristics (age, gender, provider type) of primary care providers in rural Southwestern Michigan? How often do primary care providers ask and counsel their elderly clients about exercise? How successful do primary care providers perceive themselves as exercise counselors for the elderly? Are there any associations between the characteristics of the providers and how often they ask and counsel regarding exercise? Is there any association between perception of success and actual counseling of the elderly regarding exercise? Are there any differences in counseling practices amongst provider types? Chapter 2 DEFINITIONS: OPERATIONAL AND CONCEPTUAL Sci—6L1! Conceptual Most people do not consider themselves to be old or elderly until they become sick or dependent upon others. In most of the literature the term "elderly" refers to a group of individuals over the age of 65 (Elia, 1991). Some researchers have further developed the definition of elderly by placing them into more distinct groups which include the young-old (age 65 to 75) and the old-old (85 and above) (Elia, 1991). Operational The operational definition of elderly for this study will be those individuals who are aged 65 and older. This definition was chosen based upon the fact that it is used most frequently in national health statistics and in Medicare regulations. inc Pc if (B Es dc lax Or in! Ca Ph ( Emmi. Conceptual Physical activity and exercise are used interchangeably throughout the literature. The benefits of geriatric exercise include improvement of physical well—being, cognition, and self-image; decreased cholesterol levels; positive approach to life; and potentially indirect positive effect on caregivers (Zazove, Mehr, Ruffin, Klinkman, Peggs, & Davies, 1992). Most researchers define people as sedentary if they exercise less than three twenty minute sessions a week (Busby-Whitehead, 1995; Woolf, Kamerow, Lawrence, Medalie, & Estes, 1990; Zazove, et a1, 1992). The Public Health Service (1980) defined physical activity in the elderly as "exercise which involves large muscle groups in dynamic movement for periods of 20 minutes or longer, three or more days per week, and which is performed at an intensity of 60% or greater of an individual's cardiorespiratory capacity" (p. 30). erational For this study exercise will be defined as an increase in physical activity as perceived by the primary care provider. Counseling Conceptual Much of the literature refers to the interaction between client and CDC Am Shcx tcacl visit. infor sclcc C0m} CliCn Prox- HC‘rg Drac gen: and provider as the communication that goes on during health encounters (Harris, Caspersen, DeFriese, & Estes, 1989; Makoul, Amtson, & Schofield, 1995; Price, Desmond, Losh, & Krol, 1988; Sherman & Hershman, 1993). Counseling involves education and teaching by the primary care provider to the client at a routine office visit. Counseling regarding exercise refers to the exchange of information about health benefits of regular exercise and guidance in selecting an appropriate exercise program (Woolf, et a1, 1990). Mational For the purpose of this study counseling refers to the communication regarding exercise between primary care provider and client at a routine office visit as perceived by the provider. _Pri_mary Care Provider Conceptual In general the research literature focused on physicians as providers (Price, Desmond, Losh, & Krol, 1988; Sherman & Hershman, 1993). There were no studies reviewed that referred to counseling by advanced practice nurses or physician assistants. Operational A primary care provider in this study is a physician, advanced practice nurse (APN) or physician assistant in family practice providing general family health management to elderly clients. 1 980 min An W ill and ll! uni prc Chapter 3 REVIEW of LITERATURE The literature review included research studies published between 1980 and 1996 on exercise in the elderly, counseling the elderly in primary care and guidelines for exercise counseling for the elderly. An online search using CINAHL, Medline and Eric was conducted with keywords, (exercise, elderly, primary care provider, communication I and counseling). Research utilized was readily available from a large university library. Doctoral dissertations, masters thesis, conference proceedings and unpublished works were not easily accessible and therefore not reviewed. The literature review is organized into the following sections: exercise benefits, cardiovascular disease, osteoporosis, elderly and exercise, preventive health care and the elderly, primary care provider and counseling, barriers to counseling and guidelines in counseling. These topics reflect the current related issues in the literature including exercise benefits and the most common related diseases. The other topics are areas of interest relevant to this study and are an important 8 rclal benc risk met SIT. D< 01 \X part of the review. Exercise Benefits Many of the most recent publications share a common theme relating to the positive benefits that exercise can bring. Positive benefits include improved health, increased quality of life, reduction of risk for various diseases, i.e., cardiovascular, altered glucose metabolism and diabetes, neuropsychological function and osteoporosis (Elward & Larson, 1992; McPhillips, Pellettera, Barrett-Conner, Wingard & Criqui, 1989; Zazove, et al., 1992). Decreased exercise has been associated with many medical conditions that contribute to geriatric morbidity and mortality (Barry & Eathome, 1994; Zazove, et al., 1992). A variety of physiological changes and a slow progressive decline in function occur naturally with aging (Carethers, 1992). Cardiovascular Disease The role exercise plays in cardiovascular disease is of particular importance. The preventive effect on heart disease is as important as smoking cessation and lowering blood pressure (Harris, Caspersen, DeFriese, & Estes, 1989). Posner, Gorman, and Gitlin (1990) found that regular exercise, even when started late in life, can delay the onset of symptomatic cardiovascular disease. Paffenbarger, Hyde, Wing, and Hsieh (1986) examined the lifestyles of almost 1700 Harvard alumni aged 35 to 74. During the follow-up period of 12 to l6 inn 0% (El tha ml ex w inc 10 16 years nearly two thirds of the alumni died. Paffenberger, et a1 (1986) found that death rates declined as energy expended in exercise increased and by the age of 80, exercise lead to an increase of 1 to 2 years additional life. Osteop_orosis In the United States over 24 million people have osteoporosis (Elward & Larson, 1992). Dalsky, Stocke and Ehsani (1988) reported that weight bearing exercises led to significant increases in bone mineral content in older, previously sedentary women and that exercise needed to be continuous in order to sustain this benefit. Weight bearing exercises have been shown to decrease bone loss and increase bone mineral content (Kavanaugh & Shephard, 1990). Exercise may play a role in the prevention of osteoporosis as well. Smith, Reddan and Smith's (1981) research demonstrated that even a low level exercise program increases bone mineralization in older women. Elderly and Exercise Little research was found about the actual extent to which older adults engage in exercise. McPhillips, Pellettera, Barrett-Conner, Wingard, and Criqui (1989) determined that while the amounts of moderate and heavy exercise decreased with age, rates of participation in and duration of light exercise actually increased. Walking was the fc cl. se Cl an 0n gen: mU54 resU11 11 most common form of exercise reported. McPhillips et a1 (1989) found that of those who walked, nearly 60% did so three times a week for at least 20 minutes at a time. The National Center for Health Statistics Survey regarding the elderlys' lifestyles revealed: 16% smoke, 12% drink 10-12 alcoholic beverages every two weeks, 20% are overweight and 71% are sedentary. In addition further analysis of this data by Caspersen, Christensen & Pollard (1986) found that regular exercise is uncommon among those aged 65 years and older. Recommendations and guidelines for preventive health care counseling, especially exercise counseling, remains insufficient at this time (Alto, 1995). Exercise has infrequently been incorporated into the health promoting behaviors of the elderly. Only 30% (244) of those over 65 report exercising regularly (McPhillips, Pelleterra, & Barrett-Conner, 1989). More than 40% age 65 years and older report no leisure time physical activity and less than 10% participate in regular aerobic exercise (Healthy People 2000, 1990). The goals of exercise depend on the needs and desires of the individual. Elward and Larson (1992) generalized goals to include improvement in cardiopulmonary and muscular fitness, preservation of functional ability, and participation and maintenance of an exercise program so that benefits result. 12 Preventive Health Care and the Elderly Regular exercise is now recognized as a critical element in preventive health care in adults (Ory & Cox, 1994). Although preventive health care and aging are not usually thought of together there is a great need for preventive health care and enhancement of positive health behaviors in the elderly. Freid, Rosenberg and Lipsitz (1995) measured knowledge of various health promotion and disease prevention topics with the elderly. They found ahnost all of the population studied were aware of the topics and had some discussion with their physician regarding them. Freid, Rosenberg and Lipsitz (1995) found that 93% of the elderly knew about exercise and 78% thought it was important. Most elderly who exercised attributed their activity to self-initiation rather than to physician referral (Freid, Rosenberg & Lipsitz, 1995). Mare Provider and Counseling To foster preventive health care in the elderly, providers need to be knowledgeable about recommended prevention measures and combine these with effective communication skills (Black & Kapoor, 1990). Interest in the role of the primary care provider in reducing modifiable risks to health has given rise to surveys regarding the education and counseling activities of primary care providers (Mullen & Tabak, 1989). A study of physicians and their tasks in client :- 13 education revealed that they consider client education as a central task, but the range of methods they were willing to use was limited (Spronk & Warmerhoven, 1985). Spronk and Warmerhoven (1985) interviewed 52 physicians using an open-ended questionnaire. The questions elicited information regarding: 1) their role as providers of information to their clients, 2) what they thought about the different aspects of client education and 3) the problems or limitations they experienced related to client education. Almost every physician believed he/she was the most important person to provide client education. Most of the physicians were only willing to do counseling and education in their setting and did not become involved in group methods of education. The most frequently mentioned problems in client education were 1) translating medical terms into understandable language, 2) dealing with the ideas and images clients have of the human body and its functioning and 3) getting little or no response from clients on the information and explanation given. Kottke, Brekke, and Solberg (1993) found that health education can be effectively incorporated into routine office visits with minimal additional time. The increased frequency of visits by the elderly creates a significant opportunity for providers to disseminate health information and advice to their elderly clients. Education should begin with the initial visit and be reinforced at each subsequent visit (Barry l4 & Eathome, 1994). A client visit for a current health problem allows the primary care provider an opportunity to include preventive services and anticipate future development of health problems (Radecki & Cowell, 1990; Warshaw, 1986). The challenge to the provider is to present and emphasize a variety of health related behaviors in the context of a routine medical visit (Radecki & Cowell, 1990). As stated earlier, few studies have evaluated exercise counseling by primary care providers. Studies surveying physicians' preventive health care activity prescriptions for the elderly, found that the most commonly prescribed practices were related to smoking cessation, yearly stool for occult blood testing, monthly breast exams and yearly prostrate exams. Engaging in regular exercise was seventh on the list (Price, Desmond, Losh & Krol, 1988; Radecki & Swofford, 1986). Logsdon, Rosen, and Demak (1982) studied the effect of brief training sessions for physicians to administer various preventive health care interventions, including exercise counseling. Preliminary data indicated that 35.9% of clients that had exercise counseling began a program of regular exercise whereas 28.2% of the clients without exercise counseling at the control site had began a program of regular exercise. The health of the client prior to the study was not addressed. Only one other study suggested that primary care providers who counsel their clients to exercise actually demonstrated improved exercise habits in the cart 198! tour pcrs pret Leu' surv pror behc prox Cour inter 15 in their clients (Harris, Caspersen, DeFriese & Estes, 1989). Most of the studies showing the effectiveness of exercise counseling were in cardiac rehabilitation programs (Harris, Caspersen, DeFriese & Estes, 1989). Only a few studies assessed the perception of or actual counseling done by providers. It was found that physicians with good personal health habits counsel their clients more about all health preventive activities regardless of their clinical specialties (Wells, Lewis, Leake & Ware, 1984). Price, Desmond, Losh and Krol (1988) surveyed the perceptions and practices of physicians regarding health promotion in the elderly. He found that: a) 88% of providers believed that counseling is of value to clients of all ages, b) 69% of providers thought medical schools should put more emphasis on counseling and c) 25% of providers believed that the elderly are interested in preventive health care issues. Many of the research reports found that clients perceive providers of health care as the most important source of health information (Becker & J anz, 1990; Freidman, Brownson, Peterson & Wilkerson, 1994; Harris, Caspersen, DeFries & Estes, 1986). Despite these findings, providers have been remiss in the provision of basic preventive care and particularly counseling regarding exercise for the elderly (Lurie, Manning, Peterson, Goldberg, Phelps & Lillard 198 Ban prcx lcve that not the requ inter less (Rac SWO Care COUH ht‘ahk PTCVCI 16 1987; Morris & Morris, 1988). Barriers to Counseling Primary care providers have an opportunity to encourage preventive health care and maintenance at every age level and at each level of functional ability. Providers of primary care repeatedly report that the reason for not providing preventive services is that they do not have "time" (Kottke, Brekke & Solberg, 1993). Treatment of multiple diseases and problems are characteristic of the elderly population. While clients 65 and older are more likely to require more time regardless of the reason for the visit, it is interesting to note that general and family physicians spend equal or less time with this population compared to clients 45 to 64 years old (Radecki, Kane, Solomon, Mendenhall & Beck, 1988). Radecki and Swofford (1986) found that the lowest rates of counseling by primary care providers was for surgical clients followed by preventive care counseling in all age groups. The 65 and older age group was significantly lower in patient education and counseling than any other age group (Radecki and Swofford, 1986) . Guidelines in Counseling Primary care providers appreciate the importance of preventive health care in the elderly, yet recommendations and guidelines for preventive health care counseling remains insufficient (Alto, 1995). 17 Primary care providers should routinely assess their clients' exercise practices and counsel them in engaging in a program of regular exercise that is tailored to their health status and lifestyle. While lists of preventive recommendations for the elderly have been formulated, the debate continues as to which preventive services are important and which should be the focus of counseling by the primary care provider (Black & Kapoor, 1990). The American College of Sports Medicine (1991) issued guidelines for different types of exercise including general exercise and organized exercise. National public health policy directives recognize that physiological and psychological conditions of aging can be prevented or delayed in asymptomatic persons with increased exercise (Klingman & Pepin, 1992). The US. Preventive Services Task Force and the American Academy of Family Physicians recommend that all clients should receive counseling on the role of exercise in preventive health care (US. Preventive Services Task Force, 1989). Health care providers are being urged to reduce the prevalency of sedentary lifestyles by counseling their clients to exercise (Harris, Caspersen, DeFriese & Estes, 1989). With the state of knowledge that is available in preventive health care and health screening, there remains a differential between the primary care providers intellectual acceptance, awareness of these 18 guidelines and the actual use of these guidelines on a regular, consistent basis. Chapter 4 THEORETICAL FRAMEWORK Interaction Model of Client Health Behavior The Interaction Model of Client Health Behavior (IMCHB) framework provides a basis for exploring the relationship between the concepts of interest, (i.e. the research question), and describing study findings. The IMCHB (Cox, 1982) was developed to satisfy the need for a client focused theoretical framework to guide nursing research and practice. After reviewing and critiquing nursing and non-nursing perspectives on client health behavior, Cox (1982) concluded that these various models failed to demonstrate their "practical value and relevancy to the practicing clinician, who must decide how to proceed given the multidirnensionality and variability of a client's behaviors" (p. 44). Cox also addressed the failure of these models to attend to the role of the provider in effecting client behavior. Previous models assumed that clients behave in a given manner with no emphasis placed on provider characteristics. Additionally these models fail to 10 20 attend to the role of the professional in effecting client behavior. Cox (1982) believes that because the client-professional relationship has shown a consistent impact on positive health behavior, the relationship is essential in the model. The IMCHB emphasizes the process by which the singular position of each client is translated into health care behavior. "The object of the model is to identify and suggest explanatory relationships between client singularity, the client-provider relationship, and subsequent client health care behavior" (Cox, 1982, p. 46). Assumptions of the model are: a) clients are capable of making informed, independent, and competent choices regarding their health care behavior and b) clients should be given a maximum amount of control in determining the quality of their health and actions taken to preserve that state of health. "Self care by no means implies or negates a decreased role for the health care professionals; on the contrary, it demands that they be even more skilled in the identification of the client's holistic needs" (Cox, 1982, p. 54). The model's usefulness is greatest in situations of client responsibility and control of a health problem or health promotion effort (Cox, 1982). In these situations the role of the primary care provider becomes more of a teacher and counselor. Figure 1 presents 21 the IMCHB model and identifies the major elements and factors that mediate relationships among these elements. Elements of Client Singularityl Background Variables _, 1. Demographic V Characteristics I e 2. Social Influence l L 3. Previous Health Care Experience L L 4. Environmental Resources Vl’ if Elements of Professional Interaction Intrinsic Motivation l T”? Cognitive Appraisal l Affective Response Nonrecursive Block Elements of Health Outcomes A / We " 1. Utilization of health Support care services 2. Clinical Health Health status indicators Information 3. Severity of health care problem Decisional 4. Adherence to Control recommended » care regrmem Professional/ 5. Satisfaction with Technical care Competemcies Figure l. The Interaction Model of Client Health Behavior (Cox 1932). The IMCHB model consists of three major elements: 1) client singularity, 2) client-professional interaction and 3) client health outcomes. Client sipgplarig describes the client's background variables, intrinsic motivation, cognitive appraisal of the health care concern, and the affective response to that concern. The background 22 variables include the client's demographic characteristics, social influences, previous health care experiences, and environmental resources (Cox, 1982). "The concepts and constructs represented within the elements of the model must be transformed into specific variables that represent a specific health care issue" (Cox, 1986, p. 42). The combination of the elements of client singularity help primary care providers determine an interactional approach and plan of intervention (Cox, 1986). Elements of client professional interaction is viewed as a major influence on health care behavior by Cox (1982). The model suggests four components that define this interaction; these include: a) provision of health information to the client regarding details about what can and cannot be done, b) affective support that attends to the client's level of emotional arousal, c) decisional control of the client to make his/her own decisions and d) professional-technical competencies needed by the client from the provider (Cox, 1982). The elements of heflgoumomgp include five variables: 1) utilization of health care services, 2) clinical health status indicators, 3) severity of health care problem, 4) adherence to the recommended care regimen and 5) satisfaction with care. The IMCHB has been useful in explaining risk related health behaviors. The model‘s structure and utility have been documented 23 extensively (Brown, 1992; Cox, 1986; Marion & Cox, 1996; Hill-Rice, Fox, Lepczyk, Sieggreen, Mullin, J arosz, & Templin, 1994; Troumbley & Lenz, 1992). Marion and Cox (1996) investigated condom use and fertility among divorced and separated women. Brown (1992) tested the IMCHB in her research to see if Advanced Practice Nurses (APN) tailored their care based on individual clients. According to Cox (1982) the APN tailors health care based on the clients singularity and allows that singularity to determine the interactional approach. Cox and Roghmann (1984) tested the IMCHB to show that both the individuality of the client and the client professional interaction were significant determinants of health decisions and subsequent health behavior. Hill, et a1 (1994) used Cox's model to organize the numerous factors thought to affect smoking behavior. Troumbley and Lenz (1992) utilized only portions of the model and emphasized client singularity. Professional Singularity The IMCHB does not address the contribution of professional singularity. However, Harris (1978) suggests that clients are inclined to change health behaviors when their provider counsels them to do so. A new conceptual dimension of the model, professional singularig, has been developed and was used to guide the current study. Figure 2 depicts the variables identified thru the literature 24 search which appeared to contribute to the providers role in prevention and counseling. The background variables of the provider, the demographic characteristics, age, gender, years in practice and type of provider (APN, D.O., M. D. and P.A.), experience (the type of training as well as the source of health information as well as social and environmental baniers to providing health information to clients. Figure 2 depicts these variables as elements of Professional Singularity. The element of Professional Singularity would fit into the IMCHB model under Client Singularity and would contribute to the Elements of Client -Professional Interaction and ultimately Elements of Health Outcomes. The area of background variables of the provider has been shaded gray to help distinguish the part of the model under current investigation. Elements of Professional - Singularity Background Variables 1. DemOgraphic _ 1 Characteristics ML , ’ - age, gender, provider Elements of Elements of V' ' type * .——-—) Client-Professional ---> Health Outcomes 2. Experience ‘ ‘ Interaction '- type of training ~ 3. Social Influence ., [ T ‘- barriers to counseling 4. Environmental Resources , ~ -, health information ' --W-pfl— Figure 2. Modified IMCHB: Element of Professional Singularity. 25 It is important to include Professional Singularity in this model due to the impact of the described background variables on the client-professional interaction and ultimately the health outcomes. What the professional brings to the interaction is just as important as what the client brings and it is the combination of these variables that play a role in the interaction and the determinant of the outcome. Information imparts knowledge; without knowledge clients cannot make informed health decisions. If the information provided is sufficient and has meaning to the client, adaptation should follow (Cox, 1982). "This model acknowledges that information and knowledge are necessary conditions which effect positive health behaviors" (Cox 1982, p. 52). In summary the IMCHB is an appropriate framework for this study because it addresses the importance of the interaction that occurs between client and professional. The proposed modification of the IMCHB: elements of Professional Singularity focuses on the background characteristics the the professional (primary care provider) brings to the client-professional interaction. Chapter 5 METHODS 298.ng A quantitative study utilizing a descriptive questionnaire was used to explore the relationship between primary care providers' characteristics and their perceptions and practices regarding exercise counseling for the elderly. An advantage of using a descriptive research design is that large amounts of data can be collected and a large number of interrelationships can be discovered in a short period of time (Polit & Hungler, 1985). A limitation of this type of design is that it doesn't allow any cause and effect inferences to be made by the investigator. Most of the data obtained from the questionnaire was descriptive data. Measures of central tendency and frequency distribution tables were used. Frequency distribution tables allowed the investigator to analyze provider characteristics, as in questions 1-6. After entering the data, the responses to these questions were grouped into smaller categories for ease in interpretation. Measures of central tendency 26 27 (mean, median and mode) were used for questions 7 and 8 that ask the subject to choose a given response. Polit and Hungler (1985) state "to describe a distribution adequately, there is a need for a measure of variability that expresses the extent to which scores deviate from one another" (p. 383). Cross tabulations were used to examine the interrelationships between the provider characteristics (age, gender, provider type) and 1) how often they ask the elderly about exercise (questions 9-12), 2) how often they counsel the elderly about exercise (questions 14-17) and 3) how successful they perceive themselves as exercise counselors for the elderly (questions 21-23). Cross tabulations allowed the investigator to study the relationship between the variables of interest (Polit and Hungler, 1985). The Phi coefficient and/or Cramer's V were used to measure the extent of association between the selected variables; Pearson's chi square was used to test the hypothesis that there was no association between the variables. To test the relationship between the provider type and his/her perception of success in exercise counseling in the elderly, an independent T-test was used. This test detects the difference in means between two populations regardless of the direction (Polit and Hungler, 1985). In this study the population will 28 be divided into subgroups of advanced practice nurses, physicians, and physician assistants. mm; A study population of APNs, physicians and physician assistants currently practicing in South West Michigan was identified. Inclusion criteria were: 1) board certification in family medicine for the physicians, or certification as an APN or physician assistant, 2) currently practicing primary care medicine and 3) currently practicing in one or more of the following Michigan counties: Allegan, Barrien, Barry, Branch, Calhoun, Cass, Eaton, Kalamazoo, St. Joseph and Van Burren. Professionals reflecting these criteria totaled 82 APNs 112 physicians, 90 physician assistants for the designated geographic area. Potential participants for this study were selected from various lists: 1) Physicians listed in the Yellow Pag_e_s. as family practice physicians of the selected counties, 2) physician assistants listed in the Michigan Academy of Physician Assistants (1995) 1995-1996 Respurce Directogy whose address was one of the listed Michigan counties and 3) the APNs identified on a list from the Michigan Nurses Association who resided in the selected counties and were certified in adult, family, pediatric, and/or gerontology. 29 Questionnaire After review of the literature and an extensive search it was found by this investigator that few questionnaires regarding the perceptions of health care providers and exercise counseling were available. The questionnaires which were available lacked evidence of reliability and validity. A questionnaire developed by Sherman and Hershman (1993) was utilized to assess providers' perceptions and practices in regards to counseling elderly clients about exercise. This was a paper and pencil questionnaire composed of 38 questions utilizing various rating scales. The internal reliability/validity of Sherman and Hershman's (1993) questionnaire was not measured by the authors. These questions ask the provider to rate his/her frequency of asking and counseling regarding exercise on a Lickert scale of 1 (0-25%), 2 (26.50%), 3 (51-75%), and 4 (76-100%). Perceived counseling is rated on a 4 point scale ranging from "Not Successful" to "Very Successful". A five point scale, ranging from "Not Important" to "Extremely Important" assesses the perceived importance of exercise and barriers to counseling. Questions six thru 22 and number 25 were used for the questionnaire in this study (questions 9-25). An additional question (#26 in this study) of an instrument 30 developed by Price, Desmond, Losh and Krol (1988) was added to assess the source of the provider's information regarding exercise. Their questionnaire in it's entirety has an internal reliability, utilizing Cronbach's alpha, of .84. However there was no information available regarding the reliability of the individual question selected. The questionnaire used in this study (Appendix A) includes provider characteristics (questions 1-8), counseling practices (questions 9-12 and 15-17), knowledge of exercise guidelines (questions 13-14), perceived success in exercise counseling (questions 21-23), barriers to exercise counseling (question 25) and sources of exercise information (question 26). This survey questionnaire takes approximately 10-15 minutes to complete. Procedure The questionnaire was mailed to the 284 selected providers with a cover letter; the cover letter (Appendix B) included a summary explanation of the research, an estimate of the amount of time to complete the questionnaire and a consent statement that indicated their voluntary agreement to participate upon the completion and return of the questionnaire. A self-addressed, stamped envelope was enclosed with the questionnaire and cover letter. The questionnaire was color coded for investigator information use and follow up. A second mailing consisting of the same material was mailed two weeks later to 31 non-respondents. It was anticipated that 30 percent of each professional group would respond. Protection of Hum_an Subjects To assure that the rights of the study participants were not violated, specific procedures were followed. Consent for participation in the study was explained in the cover letter (see Appendix B). By completing and returning the questionnaire the participants indicated voluntary consent. In accordance with the Michigan State University College of Nursing requirements, application was be made to and approval was received from the University Committee on Research Involving Human Subjects (Appendix C). Chapter 6 DATA PRESENTATION The goal of this study was to identify the characteristics and the perceptions and practices of primary care providers regarding exercise counseling for the elderly. The questions to be answered included: 1) What are the characteristics (age, gender, years in practice, provider type) of primary care providers in rural Southwestern Michigan, 2) How often do primary care providers ask and counsel their elderly clients about exercise, 3) How successful do primary care providers perceive themselves as exercise counselors for the elderly, 4) Are there any associations between the characteristics of the providers and how often they ask and counsel regarding exercise, 5) Is there any association between perception of success and actual counseling of the elderly regarding exercise and finally, 6) Are there any differences in counseling practices amongst provider types? There were 284 questionnaires mailed to primary care providers in the first mailing and 189 questionnaires mailed in the second. In the first mailing there were 60 returned answered questionnaires and 32 33 36 returned for incorrect address or no forwarding address; there were 65 returned answered questionnaires from the second mailing; a total of 125 answered questionnaires yielded only 98 suitable for data analysis. Reasons for exclusion included: working in another speciality area (21), retired (3), teaching (2) and refused (1). The original distribution of provider types in the mailing was: 34% (97) medical doctors, 5% (15) doctors of osteopathy, 28% (82) APNs and 31% (90) physician assistants. The returned survey distribution was: 39.8% (39) medical doctors, 6.1% (6) doctors of osteopathy, 25.5% (25) APNs and 28.4% (28) physician assistants. This result was a close replication of the original distribution. A 30% return rate was expected and a 43 % return rate was achieved for this study. Lower return rates may have been due to the way in which addresses were obtained. The directory of physician assistants was from 1995 and many of the addresses were school addresses and the individuals have since moved. Fourteen of the returned physician assistants surveys were returned with no forwarding address. Demogrpphics Demographic information about the respondents is presented in Table 1. The category of age was divided into sections of 10 years so that it could be compared more closely with the other categories in 34 Table 1. Demographic Characteristics of the Respondents n % Provider Type Advanced Practice Nurse 25 25.5 Doctor of Osteopathy 6 6.1 Medical Doctor 39 39.8 Physician Assistant 28 28.6 Age <30 10 8.2 31-40 24 24.7 41-50 36 37.3 51-60 16 16.5 61-70 9 9.2 >70 2 2.0 Gender Male 51 52.0 Female 47 48.0 Years In Practice 0-5 27 27.8 6-10 18 16.5 11-15 15 15.5 16-20 14 14.4 21-25 9 9.3 >26 16 16.5 Number of patients seen/week <30 7 7.3 31-50 13 13.5 51-70 5 5.2 71-90 19 19.8 91-110 24 25.0 111-130 7 7.3 131-150 13 13.5 >150 8 8.3 Minutes scheduled for new patients <10 2 2.1 11-20 26 27.1 21-30 40 41.7 31-40 6 6.3 41-50 11 11.5 51-60 11 11.6 Minutes scheduled for follow up patients <5 4 4.2 6-10 23 24.2 11-15 58 61.1 16-20 5 5.3 21-25 0 0.0 26-30 5 5.3 35 the demographic section. The median age grouping of the respondents was 41-50 years, 52% of the population were male and the number of years in practice varied from 1-25 years with 1-5 years being the most frequent. The respondents reported seeing an average of 80-100 clients per week, scheduled 21-30 minutes with new clients and 11-15 minutes for follow-up clients. This amount of time is consistent with the literature and reports of actual practice (Radecki, Kane, Solomon, Mendenhall and Beck, 1988). Measures of central tendency (mean, median and mode) are shown in Table 2 for questions 7 and 8 where the respondents were asked to indicate which category best described their practice. Seventy-four percent, or 72 of the 98, respondents reported that less than 40% of their cheats were over age 65. Practices in Table 2. Primary Care Providers' Patients Over 65 and Practice Setting. (Questions 7 and 8) Choice 11 % mean median mode SD Percentage of patients over 65 (1) 0-20% 32 33.0 (2) 21-40% 40 41.2 (3) 41-60% 21 21.6 1.99 2.0 2.0 .909 (4) 61-80% 2 2.1 (5) 81-10096 2 2.1 Setting (1) Urban 14 14.4 (2) Suburban 20 20.6 2.5 3.0 3.0 .738 (3) Rural 63 64.9 36 rural settings accounted for 65% of the respondents. Practice The study's findings regarding the counseling practices of the elderly were consistent with the findings of Sherman and Hershman (1993), i.e., only 22.9% (22) of the respondents reported that they counsel more than 75% of their elderly patients about exercise, while 25% (24) report they counsel less than 25% of their patients (see Table 3). Table 3. Primary Care Providers' Responses Regarding Exercise Counseling by % of Clients Asked. Exercise Counseling 0-25% 26-50% 51-75% 76- 100% Qrestions 1. Percentage of healthy elderly asked about exercise 21.4 29.6 18.4 30.6 habits: (Question 9) n=98 (21) (29) (18) (30) 2. Percentage of patients with CHD asked about 13.3 16.3 24.5 45.9 exercise habits: (Question 10) (13) (16) (24) (45) ii: 98 3. Percentage of healthy elderly counseled about 25.0 28.1 24.0 22.9 exercise: (Qiestion 15) (24) (27) (23) (22) ii: 96 4. Percentage of patients with CHD counseled 22.7 24.2 17.9 35.8 about exercise: (Question 16) (21) (23) (17) (34) ii: 98 Table 3, Primary Care Providers' Responses Regarding Exercise Counseling, suggests that primary care providers asked and counseled 37 more about exercise in the elderly when the client was diagnosed with coronary heart disease. A comparison of providers' perceived success at counseling about exercise and frequency of counseling was made using Pearson's Chi Square. Pearson's Chi Square is used to test the hypothesis that there is no association between the selected variables. A value of less than .05 rejects the null hypothesis and shows a relationship between the stated variables. Based on a Lickert scale of "not at all" to "slightly" to "moderately" to "very", providers who felt at least moderately successful at getting patients to start exercising were more likely to counsel their patients (Pearson's chi square 0.00629). A similar association was found between perceived success at getting the patient to continue exercising and the frequency of counseling (Pearson's Chi Square 0.03764). Further analysis of the relationship of perceived success at getting clients to start exercising and the practice of counseling was done using a T-test for independent samples. The perceived success in getting elderly clients to start and continue exercise was divided into those who felt "moderately to very successful" and those who felt "not at all to slightly successful". Table 4 shows a significant association between perceived success at counseling and actual counseling by the providers. 38 Table 4. Relationship of Providers Perceived Success and Actual Counseling. (Questions 21-23 compared with questions 15-16) Levene's T-test for equality *P 2-tail value significance Perceived level of success at getting patients to start exercising .022 .002 Perceived level of success at getting patients to continue .017 .027 * P value of < .05 shows association between variables. Survey question 20 asked the provider to indicate how important exercise in the elderly was based on a Likert scale from "not important" to "extremely important". Those who reported exercise as being "important" were more likely to counsel clients regarding exercise. This tended to be consistent across the categories whether the patient was 65, 75 or 85 years old or whether they had coronary heart disease. Table 5. The Association Between Frequency of Counseling and Providers Perceived Importance of Exercise in Client Types. 123.111.9131 erl 1. Client age 65 years .00534* 2. Client age 75 years .01097 3. Client age 85 years .00666 4. Client with CHD .02515 * < .05 shows significant relationship between variables. 39 Balm Table 6 reflects an analysis of providers' perceptions regarding possible barriers to counseling about exercise (question 25), revealed that 54.5% (54) of providers reported "not having enough time" as a barrier. Fifty percent (50) reported their "elderly patients would not be interested in exercise", whereas, 38.4% (38) reported that "counseling would not lead to a change in patient behavior". These percentages are based on providers reporting each barrier as at least "moderately important" to counseling for the elderly. Table 6. % of Responses of Primary Care Providers' Perception of Barriers to Exercise Counseling. M W E31nod'lanoeinbehavlor % .2notenoughtime o macIIentnotlnteresred f E34notbeneflelal lspomnttleholoe 6 norelmburaement El 7 noskilllncouneeltng E36 lmportantaspects 9 counselothertoplea OmHO'OmOI-n cameo-omen 40 Sources of Information Finally, primary care providers' sources of information on exercise (question 26) for the elderly are described in Table 7. While 86% (85) of the providers claimed they received information on exercise from personal experience and professional journals, more than half of the respondents reported they received information from workshops or seminars (66.7%, n=66) and mass media (54.5%, n=54). Response categories less than 50% included "received information from Table 7. % of Responses of Primary Care Providers' Sources of Information Regarding Exercise in the Elderly. 8 D2 professionaljomnala U4resldency [:JSOthercolleguea [36mm {:17maasmedta Datefibooks 41 other colleagues" (43.1%, n=43), textbooks (40.4%, n=40), residency or training (35.4%, n=35) and medical school (23.2%, n=23). The significance of the findings presented are discussed in the following chapter entitled "Discussion". Chapter 7 DISCUSSION This study examined the relationship between characteristics of primary care providers and the perceptions and practices of these providers regarding exercise counseling of the elderly. It was found through this survey that primary care providers who were most likely to counsel were those who perceived themselves as successful at getting their elderly clients to start exercising and continue exercising. those who felt exercise was important for the elderly were also more likely to counsel. The geriatric population is very much aware of preventive health care topics, including exercise (Freid, 1995). In order to foster preventive health care for the elderly, providers need to be knowledgeable about recommended preventive measures (Black and Kapoor, 1990). Practices and Perceptions As stated earlier practice type and background characteristics were not found to be unrelated to counseling practice; this is consistent with other recent studies. This finding shows a lack of 42 43 association between background characteristics and attitudes toward prevention (Maheux, Pineault and Beland, 1987) and counseling practices (Wells, Lewis and Leake, 1986). Although not hypothesized this investigator anticipated an association between provider type and counseling practice based upon personal experience and observation of health providers. Since health promotion and disease prevention are being taught in nursing educational programs, undergraduate and graduate, this could have been demonstrated thru the responses of the APNs. The age of the respondents (an average of 45 years) and years in practice (29% less than five years) for all respondents may have contributed to the similarity of responses across respondents. Newer educational models in current health education programs may be including more preventive health care in their curricula and thus replication with providers earlier in their practice career could yield different responses. This study found that most of the respondents were knowledgeable about certain aspects of exercise in the elderly. The components of exercise education evaluated included the number of times per week recommended to exercise, how long each exercise session should be and what the target heart rate in the elderly should be during exercise (question 13). There were similarities found in the knowledge regarding number of times per week to exercise, the recommended length of the exercise session and the recommended target heart rate. In this study, sources of information (question 26) regarding exercise in the elderly were obtained from personal experience and professional journals. There are no standards or frames of reference associated with personal experience. It would be preferable if providers received more information in professional health educational programs. As society changes, by focusing on preventive health care and taking into account the increased number of aging, it is hoped that professional health care curricula will change to meet these needs on a more consistent basis. Few studies have evaluated the effectiveness of exercise counseling in any population by primary care providers. Although most primary care providers consider client counseling to be an integral part of providing quality health care, time and money tend to limit the use of counseling in personal practice (Radecki and Swofford, 1986). Physicians are more likely to counsel their clients about physical activity if three conditions are met: 1) they are able to use low-level screening techniques to judge appropriateness, 2) they can counsel within the context of a client's regular visit and 3) they can easily monitor the client's adherence (Harris, Caspersen, DeFriese and Estes, 1989). These same conditions could also apply to PAs and 45 APNs. Based on current literature, the issue of client adherence with exercise counseling as a primary preventive intervention by primary care providers is largely unstudied. Interaction Model of Client Health Behavior The Interaction Model of Client Health Behavior (Cox, 1982) is based on the assumption that the role of the client is to assume responsibility for his/her own care. It suggests that client singularity is based on background variables that make each person unique. It is this uniqueness that contributes to the client-professional interaction and ultimately the outcomes of their health. It is believed by the investigator that this same belief is true of the professional. Each professional brings with him/her their individual background variables that ultimately effect the client-professional interaction and health outcomes as well. In this study background variables identified in the literature as impacting provider practice were examined. However, no significant relationships were found between the selected provider demographic variables and the provider counseling practices. What the professional brings to the client-professional interaction is important. In this study there were no data which allowed the analysis of whether or not provider background variables effect health outcomes. Further research on the outcomes of health, based on professional 46 characteristics, may show a significant relationship. Limitations This study had several limitations. First, the sample was a small sample from southwest Michigan and may not be representative of primary care providers elsewhere in this state or country. However, this study did include a variety of providers from a mix of practice settings. This sample was limited to providers practicing family health care management. It would be difficult to discern whether the results are valid for providers in other speciality practices. It may be that those who are most interested and active in health promotion may have been more likely to participate in this study. Another limitation of this study was that it utilized a self-report questionnaire of practice patterns and perceptions, and thereby results are subject subject to reporting bias. In self-report, providers tend to overestimate their perceived good behavior. Thus, there may be some exaggeration, but the 53% of the respondents who reported counseling less than 50% of their clients undoubtedly seldom counsel about exercise. Also, despite the survey's anonymous nature, respondents may have presented their activities in what they perceived as the most favorable light, especially those providers who knew the investigator through professional contact. These factors would together create a "best case" bias, limiting generalizability. Only through chart review 47 or patient interview could one discern the extent of this bias. Another limitation would be the questionnaire itself. Sherman and Hershman's (1993) questionnaire did not have any reliability or validity testing. If this questionnaire were to be used again the investigator would have a small group of clinical cohorts answer the questionnaire and make suggestions to further clarify the questions and their content. After data collection reliability of the questionnaire could be assessed. General Irmlications This study revealed that providers may be counseling about exercise more frequently than ten years ago, there still remains a substantial number of primary care providers who do not counsel their elderly clients about it. It was found that the frequency of provider counseling of elderly clients about exercise is strongly associated with their perceived success at getting clients to start and to continue to exercise as well as the providers' perceptions of the importance of exercise. The results suggest that education is needed so that more providers become aware of the benefits of exercise in the elderly. Education This investigator believes there was a lack of educational preparation in all health care curricula regarding health promotion and 48 disease prevention issues in the elderly. This was evident in the responses regarding where exercise information was obtained with 32% receiving information from residency and training programs and 23% from medical schools. From the literature review it was evident that health promotion and disease prevention are being integrated into professional health care curricula. What is not clear is whether or not this information and education are being applied to the elderly population, e.g.. preventive health care strategies in counseling regarding exercise. .Era_c_ti_02 Offering medicare reimbursement for routine health promotion and disease prevention in the elderly as seen as a need by those who deliver health care. With out this reimbursement, health care costs for older adults (over age 65) are unlikely to change. If reimbursement were available, two of the largest barriers to exercise counseling could be diminished. In this study, "limited time" was a seen as a large barrier in counseling for the elderly. Limited time for health promotion is a reality. Yet, withholding effective treatments or counseling because of time limits ultimately places a greater burden on the health-care system through in chronic illness and its implications. Those barriers of "not enough time" and "no reimbursement for counseling" could be diminished through a fee for service incentive for 49 health promotion issues not only in the elderly but in all age groups. Health promotion services to the elderly could meaningfully change their health risks and behaviors. Research Throughout the literature the terms "physical activity and "exercise" are used interchangeably. This same interchangeability has also seen observed throughout the guidelines about exercise counseling. It is this lack of a clear definition that leads to the confusion of what is appropriate for elderly exercise guidelines. Each term needs to have a concrete definition and associated guidelines based on the definition. This same lack of clarity of terms holds true for defining "elderly". Although some definitions divide the elderly into young-old and old-old subgroups, current guidelines for prevention and health promotion do not. APN Implications Education To encourage a greater use of health promotion counseling at routine office visits, incorporation of current health promotion age appropriate issues into the general management plan is needed. To implement this suggestion further development of health promotion counseling is needed in the APN educational curricula. Perhaps with each disease management problem there could be a health promotion 50 counseling component which is explored and incorporated into the management plan. hem Advance Practice Nurses (APN) are in a position to assist other primary care providers in becoming knowledgeable about the benefits associated with increased physical activity or exercise in the elderly population. Clients may stop smoking after just a brief statement by the provider, however, special training of providers in counseling about smoking appears to greatly increase their success in getting clients to quit (Cummings, Coates and Richard, 1989). A similar program regarding exercise, developed by an APN, might lead to more frequent counseling and increased exercise in the elderly. APNs could take the initiative to adapt specialized interventions to the time constraints and visit patterns of primary care and develop written guidelines for elderly preventive care. These guidelines could be made as simple as check lists for each age group. On these check lists are those health promotion and disease prevention issues that are appropriate for that age group. If exercise is a health promotion topic that needs to be addressed at each visit a reminder sheet could be attached to each client chart. The availability of such teaching and counseling sheets could be developed by APNs. This counseling sheet could cover "asking", "assessing" and "advising" regarding exercise at the moment 51 of the provider-client interaction. With the knowledge APNs have regarding client care, communication skills and health promotion, development of these guidelines would not be a difficult task. As seen through the literature review and this study, there is no proven clinical approach to preventive care in the elderly. The use of "opportunity" screening, in which performance of health promotion and prevention measures are done during routine client contact, needs to be adopted by all health professionals. Perhaps through APN modeling other health care providers will recognize the importance of screening for potential health risks. Research This study represents an important first step. The findings are presented as a baseline against which further research may be compared. It is important to continue to examine the impact of "background characteristics" (i.e., years in practice, practice setting, provider type, and educational training) as these are variables that potentially affect the elements of "client-professional interaction" and the elements of "health outcomes" in the primary care setting. These then are three areas for further research. The expansion of the IMCHB of "professional singularity" and the expanded comprehensiveness of the model can provide further opportunity for research and the effect it has on health outcomes. Further research 52 questions may include what effect do provider backgrounds (age, gender, provider type) have on health outcomes in health promotion issues? Variables such as the provider's own health status and use of health promotion behaviors need to be assessed as well as their contribution to the client-professional interaction. Conclusion Prevention in the elderly is a complex issue. The complexities begin with defining "the elderly", "health" and "exercise" and continue through assessing the effectiveness of approaches which enhance preventive health care in the elderly. An expanded definition of health is needed to fully address those issues important to the elderly population. This definition needs to include: 1) quality of life, 2) satisfaction with life and 3) productivity. Preventive health care for the elderly continues to be under increased scrutiny as the US population grows older; todays Americans are living longer than ever before. This increase in life span has increased the numbers of the elderly in our population; it also contributes to the number of individuals who suffer from numerous chronic conditions. Attempts to develop comprehensive programs of preventive care have been greatly hampered by the absence of a consistent set of values on which to base the assessment of preventive services. Perhaps beginning health promotion counseling at a younger 53 age on a consistent basis would increase the clients' awareness of the importance of health promotion. This in turn would create a public awareness of these issues. Further research on the development and effectiveness of screening tools, preventive health care guidelines in the elderly, and the effectiveness of exercise counseling for the elderly are greatly needed. APPENDD( A 54 APPENDIX A Exercise Questionnaire Instructions- Please select responses that best reflect your current practice and beliefs regarding exercise in the elderly. l0. What year were you born? l9 What is your gender? Male [3 Female D How many years have you been ill practice? Approximately how many patients do you see in your oflice in a week? patients How many minutes do you schedule for a new patients? minutes How many minutes do you schedule for a typical follow-up patient? minutes What percentage of your ofliee patients are over age 65? 0-20% 2 1-40% 41-60% 61-30% 8l-100% El Cl CI 1:] C] Now would you describe the setting where you practice? (Choose one) Urban [3 Suburban E] Rural C] What percentage of your healthy elderly patients do you 15k at some point about their exercise habits? 0-25% 26-50% 51-75% 76- l 00% D D D [3 What percentage of your elderly patients with coronary heart disease do you is}; as some point about their exercise habits? 0-25% 26-50% S l -75% 76- l 00% D D D D For your elderly patients who already exercise which, if any, of the following aspects do you ask routinely? Ask Don’t Ask What type of exercise the patient does llow strenuous is the patients exercise Duration of exercise How often the patient exercises Whether the patient warms up before exercising DDDDD DDUUD 12. l3. I4. 55 I: or your patients who you believe do M exercise adequately, which of the aspects do you ask routinely? Ask Don’t Ask Why they do not exercise What previous types of exercise they have done What their attitude is towards exercise What their beliefs are about exercise What type of exercise their friends or family get DENIED DEUCE What is your exercise recommendation for an average healthy patient to obtain an optimal benefit? Number of times per week they |_—2 3-4 5-6 7 should exercise? Ll El El Cl How long should each session be ill l0-20 21-30 31-40 41-50 51-60 minutes? E] Cl E] E] El What should their heart rate be (as a 506033 61-70% 71-80% 81-90% 91-100% °/o of their maximum heart rate) 1:] Cl C] E] E] Do you routinely advise your patients not to exercise in any of the following situations? DON’T Exercise Exercise Is Okay Uncertain 3 months after an uncomplicated myocardial infarction [:l [:l 1:] Patient has unstable angina pectoris Cl C] D Patient with moderately severe COI’D E] C] C] What percentage of your healthy eldcg'ly patients do you counsel at some point about their exercise habits? 0-25% 26-50% 5 l-75% 76- 100% C] [:1 [3 Cl What percentage of your elderly patients with coronary heart disease do you counsel at some point about their exercise habits? 0-25% 26-50% S l-75% 76- l 00% Cl El Cl El When you counsel a healthy elderly patient about exercise for the first time, how much time do you spend on average? Less than 2 minutes [:l 2 - 5 minutes C] More than 5 minutes E] 20. 2I. 22. 23. 24. 56 Do you ever refer patients to someone else for counseling about exercise? Yes D No [:1 If there were people available who specialized in counseling about exercise (analogous to dietitians), would you refer any of your elderly patients there? Yes E] N0 l:l Please answer the following questions about the importance ofexercise. Not Slightly Moderately Very Extremely How important is exercise for Important Important Important Important Important a healthy 65 year old D D E] Cl C] a healthy 75 year Old El D El El El a healthy 35 year old E] E] El El Cl someone with coronary heart disease [:1 D [3 El [:1 How successful do you feel you are at getting your elderly patients to start exercising? Notat all C] Slightly 1:] Moderately [3 Very [:l Ilow successful do you feel you are at getting your elderly patients to continue exercising on a regular basis? Not at all C] Slightly E] Moderately [3 Very E] Of the elderly patients who you do counsel about exercise, how successful do you feel that you are at impacting on their quality of life? Not at all C] Slightly [:J Moderately E] Very [:1 Do you believe exercise is helpful in... No No Opinion -< O U) ...decreasing overall mortality? ...decreasing coronary heart disease? ...decreasing nrortality in COI’D? ...improving overall blood sugar control ill DM? ...inrproving in overall lipoprotein pr‘olile? ...preventing hip fractures in the elderly? DECIDED DECIDED DECIDED 57 25. Below is a list of pp_ssible barrigs that might keep you from counseling elderly patients about exercise. Please circle how important you feel each of them is in our practice. Not Slightly Moderately Very Extremely Important =l Important =2 Important =3 Important =4 Important I believe that counseling about exercise will not lead to a change ill patients behavior 1 2 3 4 I do not have enough time to adequately counsel patients about exercise ill a typical ollicc visit. I 2 3 4 Ill most situations, I am not convinced that exercise is beneficial. I 2 3 4 Lifestyle is a matter of personal choice, and I would thus be overstepping my bounds as a provider. I 2 3 4 My reimbursement is not sullicient for the time it takes to counsel patients. I 2 3 4 I need more practice with my counseling skills with respect to exercise. I 2 3 4 I am unsure what is most important ill counseling patients about exercise I 2 3 4 My time is better utilized ill counseling about other lifestyle changes. I 2 3 4 My patients are not interested irl exercise. I 2 3 4 Other (please specify) I 2 3 4 26. Below is a list of possible sources of information on exercise counseling for the elderly. Choose all that apply. Personal experience ................. Professional journals ................ Workshops and/or seminars ...... Residency or training program .. Other colleagues ....................... Medical school ........................ Mass media ............................ Textbooks ............................ Other EMBEDDED Thank you for completing this questionnaire. A summary oftlle results will be forwarded as soon as possible. APPENDIX B 58 APPENDIX B Michigan State University College of Nursing A230 Life Science Building East Lansing, Michigan 48824-1317 Dear Colleague, In the past decade there has been an increasing amount of evidence supporting the benefits of exercise in the elderly. However, few studies evaluated the role of the primary care provider in exercise counseling for the elderly.. This letter describes a study about this issue and is being conducted to complete the research component of my graduate program. The purpose of this study is to examine the relationship between family practice providers' characteristics and their perceptions and practices regarding exercise counseling for the elderly. Family practice providers who are currently practicing in primary care are invited to participate in exploring this important topic. Enclosed is a brief questionnaire that will take approximately 10-15 minutes of your time to complete. All results will be treated with strict confidence and all participants will remain anonymous in any report of research findings. Coding of the surveys will allow only the investigator the ability to identify the participant. A summary of the results will be sent to all participants at the conclusion of the study. Participation in this study is voluntary and you may withdraw at any time or refuse to answer any question without penalty. You indicate that you are currently practicing and voluntarily agree to participate by completing and returning this questionnaire. Please complete the questionnaire by March 17, 1997 and return it to me in the enclosed stamped envelope. If you are not currently practicing and would like a summary of the results please return the unanswered questionnaire. Please contact me or my faculty advisor, Dr. Joan Wood, at (517) 355-6523 with questions you may have. Thank you for your time and assistance in furthering the research of health care prevention in the elderly. Sincerely, Amy M. Hackman, RN Family Nurse Practitioner Graduate Student APPENDIX C 59 MICHIGAN STATE APPENDIX C u N I v E R s l T Y February 10, 1997 TO: Joan E. Wood . A-230 Life SCiences Bldg. RE: IRB#: 97-052 . TITLE: PRIMARY CARE PROVIDERS' PERCEPTION AND PRACTICES REGARDING EXERCISE COUNSELING FOR THE ELDERLY REVISION REQUESTED: N/A CATEGORY: l-C APPROVAL DATE: 02/10/97 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 subjects appear to be adequately protected and methods to obtain informed consent are appropriate. Therefore, the UCRIHS approved this preject and any reVisiOns 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 approval letter or when a project is renewed) to seek u date certification. There is a maXimum of four such expedite renewals ossible. 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 any other time during the year, send your written request to the CRIHS Chair, requesting reVised approval and referencing the project's IRB # and title. Include in your request a description of the change and any revised instruments, consent forms or advertisements that are applicable. PROBLEMS/ . CHANGES: Should either of the follow1ng arise during the course of the work, investigators must noti y UCRIHS promptly: (1) roblems (unexpected Slde effects, comp aints, e c.) 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 hel , please do not hesitate to contact us at (517)355-2180 or FAX (517)4 2-1171. Sincerely, avid E. Wrig UCRIHS Chair DEW:bed cc: my M. Hackman LIST OF REFERENCES LIST OF REFERENCES American College of Sports Medicine, Preventive and Rehabilitative Exercise Committee. (1991). Guidelines for Exercise Testing and Prescription. 4th ed. Philadelphia: Lea & Febiger. Alto, W. A. (1995). Prevention in practice. Primary Care. 22 (4), 543-554. Barry, H. C. & Eathome, S. W. (1994). Exercise and aging issues for the practitioner. Medical Clinics of North America 78 (2), 357-376. Bausell, R. B. 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A criterion based review of preventive health care in the elderly Part 2. a geriatric health maintenance program The Jeumal of Family Practice, 34 (3), 320-344. (Black & Kapoor, 1990) "Illllllllllllllllllllll“