HI! lllllllllllHIHIIH W I I THS i I}; Hi IJQFARV chifan State University PLACE IN RETURN BOX to remove this checkout from your record. TO AVOID FINES return on or before date due. MAY BE RECALLED with earlier due date if requested. DATE DUE DATE DUE DATE DUE 6/01 cJCIRCIDateDuepSS-p. 15 FOOT CARE ASSESSMENT OF DIABETIC PATIENTS IN PRIMARY CARE BY Christine C. Cordray . SCHOLARLY PROJECT 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 FOOT CARE ASSESSMENT OF DIABETIC PATIENTS IN PRIMARY CARE By Christine C. Cordray Of the 2.1 million people over the age of 65 who have diabetes in the United States, at least 63,000 have foot disease. Undetected and untreated these problems can become severe and lead to chronic hardships and quite often to amputation. The patient most often rely on their primary care provider for prevention, initial diagnosis, and treatment of diabetes mellitus. The degree of morbidity and mortality associated with diabetic foot disease could be dramatically reduced by recognition and proper treatment. The purpose of this scholarly project is to develop a clinical assessment tool for diabetic foot evaluation in primary care. It will provide an assessment tool for primary care providers in the proper care of the diabetic foot and provide guidelines for patient self-care emphasizing prevention and early detection. Orem's (1985) Theory of Self-Care is the theoretical framework utilized in the development of this assessment tool. A.discussion of the conceptual framework along with an adapted model to illustrate the relationship between the tool variables and theoretical concepts are presented. DEDICATION To Patrick for his never ending support and understanding iii ACKNOWLEDGEMENTS I would like to thank the chairperson of my scholarly project committee, Patty Peek, for her guidance, support, and encouragement not only throughout this project but throughout this program. She has been a wonderful role model and her expertise has been a priceless resource. I could not have done it without her. I would also like to thank the other members of my committee, Sharon King and Lyn Behnke for their guidance, support and the time they devoted in reviewing the drafts of this scholarly project. Many thanks to all of you! iv TABLE OF CONTENTS we; List of Figures ...................................... vi Introduction of the Project .......................... 1 Problem Statement .................................... 3 Conceptual Framework ................................. 5 Orem’s Theory of Self-Care & Definition of Concepts .. 6 Application to Project ............................... 12 Literature Review .................................... 16 Diabetic Foot ....... . .................. ... ........... 16 Self-Care in Diabetes ................................ 19 Foot-Care ............................................ 20 Summary .............................................. 26 Project Development and Evaluation Plan .............. 27 Assessment Tool Guidelines ........................... 27 Foot Assessment Tool Flowsheet .......... . ............ 32 Evaluation ........ . ............. ....... .............. 34 Implication for Advanced Nursing Practice ............ 35 Implications for Nursing Education ................... 37 Implication for Future Research ...................... 39 Reference List ............ . .......................... 42 LIST OF FIGURES Pages Orem’s Conceptual Framework for Nursing .............. 12 Diabetic Foot Health Promotion Self—Care Model ....... 13 vi INTRODUCTION Background of the Problem Diabetes mellitus is a heterogeneous metabolic disorder characterized by abnormally elevated blood glucose levels. It is a public health problem of enormous scope. Approximately 5.8 million people in the United States have been diagnosed with diabetes with another 4-5 million suspected of having the disease but, as of yet, are undiagnosed (Mills, Beckett & Taylor, 1991). Those afflicted with diabetes mellitus have high rates of morbidity and mortality owing to the many complications of the disease. The complications can manifest themselves as ophthalmic, renal, vascular, neurologic, and pedal disease (Plisken, Todd & Edelson, 1994). Unfortunately, the most often overlooked and neglected complications involve the feet. It is estimated that in the United States foot disease is five times more prevalent in diabetic patients than in those without diabetes (Caputo, Cavanagh, & Ulbrecht, 1994). In fact, 20% of all diabetic patients admitted to hospitals in the United States are admitted for foot disease, with foot and ankle ulcers being the most common presentation (Plisken, Todd & Edelson, 1994). The human and financial costs of lower—extremity amputation in patients with diabetes mellitus are well ...-r armr— -‘~‘rv ._ _,__.,_ fl. ...-__:—.- - fl . “mm" In— ' T173] ._m.§-’-m‘ . PW?“ " recognized (Bamberger & Stark, 1987). The amputation rate in diabetic patients in the United States is reported to be as high as 15 times that of nondiabetic patients, and of all nontraumatic amputations performed, approximately 50% are in patients with diabetes (Plisken, Todd & Edelson, 1994). More than half of the diabetic patients who undergo limb amputation will require contralateral limb amputation within 5 years, and 60% will die within the first 5 years after amputation (Caputo, Cavanagh & Ulbrecht, 1994). The increased risk for foot disease in diabetic patients is primarily due to the combined effects of peripheral vascular disease and peripheral and autonomic neuropathies (Mills, Beckett & Taylor, 1991). These may result in decreased sensation, dry, cracked skin, and loss of the intrinsic muscle function of the foot (Collier & Brodbeck, 1993). Patients may have a deformed foot with the inability to sense repeated trauma. This may lead to further deformity, tissue necrosis, and subsequent ulceration. If not properly treated, soft-tissue infection, osteomyelitis, and sepsis may result. This may necessitate lower-limb amputation (Mills, Beckett & Taylor, 1991). Often, with proper foot care this scenario can be avoided, resulting in fewer lower—extremity amputations as well as a decrease in the overall disease-related morbidity and mortality (Christensen et al., 1991). The National ‘l'.. Institutes of Health Diabetes Advisory Board reported in 1992 that there are a number of patient care programs and available preventive and therapeutic strategies that have the potential for reducing the number of amputations, but these strategies are not optimally used in public and private health system settings. For these reasons, it is important that primary care givers thoroughly examine the feet and become familiar with the various presentations of the diabetic foot. The American Diabetes Association (1990) recommends that an examination of diabetic feet be done at every regular visit. Presently there is little evidence that this is being done routinely in primary care. It is evident that an assessment tool for foot care is needed in the primary health care setting that will aid in the detection and early prevention of diabetic foot complications.‘ Problem Statement The purpose of this scholarly project is to develop a clinical assessment tool for diabetic foot evaluation in a primary care setting. It will provide an assessment tool for primary care providers in the proper care of the diabetic foot and provide guidelines for patient self-care emphasizing prevention and early detection. Pedal infection is a prevalent, debilitating, and grave complication of diabetes mellitus (Leitcher et al., 1991). One in five hospital admissions of people with diabetes a for treatment of foot ulcers. Since its prevalence is more likely to increase with longer duration of diabetes, pedal infection is a complication seen often in older patients (Leichter et al., 1991). Of the 2.1 million people over the age of 65 who have diabetes in the United States, at least 63,000 have foot disease (Pelican et al., 1992). Undetected and untreated these problems can become severe and lead to chronic hardships and quite often to amputation. Diabetic foot disease is associated with costly hospitalization stays, incapacity, and mortality. The financial impact of diabetic foot complications has been estimated to be in excess of $200 million for hospital costs alone, and several million more to cover unemployment expenses (U.S. Department of Health and Human Services, 1991). Despite its gravity, pedal infection in diabetes has not been subject to a detailed and objective scrutiny until recently. There is now sufficient clinical and relevant biochemical information to develop a more detailed picture of pedal infections in the diabetic patient (Pelican et al., 1992). These data suggest that pedal infection and amputation rate in diabetic patients is a more serious clinical situation than in nondiabetic patients. Therefore, modification in the usual clinical approaches must be made. According to the U.S. Department of Health and Human Services (1991), a national health goal for the year 2000 is to reduce the rate of lower-extremity amputations in people with diabetes from 8.2 per 1000 to 4.0 per 1000. With appropriate care, the amputation rate could be decreased by 50% to 75% (Collier et al., 1993). It is estimated that 50- 75 percent of amputations caused by diabetes are preventable by early detection and proper foot care. Early detection is especially important since, once a problem occurs, chances of complete healing are not good. Much of this care and detection could be carried out by health care professionals in primary health care settings or by patients themselves if properly instructed. Providing regular foot care for all diabetic clients, both young and old, should be a vital part of primary health care practice. When foot care is done on a regular basis, client self-care education may be incorporated simultaneously to prevent potential foot problems and ensure early detection of abnormalities. CONCEPTUAL FRAMEWORK In this section, a discussion of the conceptual framework with an accompanying explanation of theoretical concepts as they related to the development of the proposed protocol are presented. A discussion of Orem's (1985) Theory of Self-Care, along with an adapted model to illustrate the relationships between the protocol variables and theoretical concepts are presented. Finally, the relationship between this proposed diabetic foot assessment tool and the practice of nursing as it relates to Orem's (1985) Theory of Nursing Systems is explored. Orem’s Theory of Self-Care and Definition of Concepts Orem's general theory of nursing is composed of three related theories: a theory of self-care, a theory of self- care deficit, and a theory of nursing systems. An understanding of the major constructs are essential to the clinical application of the model. Self-care is the set of actions persons perform in the interest of life, health, and well-being. Self-care theory includes self-care agency (the ability to engage in self-care) and dependent-care agency (the ability to provide care for a dependent, i.e., diabetic client). Also included is therapeutic self—care demands, the set of actions needed to meet requisites for the maintenance and promotion of life, health, and well-being (Orem, 1985). Another significant concept within Orem's theory is that of self-care deficit. Self-care deficit exists when self-care agency is not sufficient to meet known therapeutic self-care demands; it may be influenced by certain conditioning factors (i.e., age, gender, maturity, developmental state, health status, and health care system factors). To assist the client towards the goal of improved health, self-care deficit may require nursing agency (capabilities) intervention. Nursing (helping) systems, another major construct within the model, are those actions by which the nurse and/or patient can act to meet the patient’s self-care deficits and regulate the ability to care for self. Methods of helping are chosen according to the self-care needs and abilities of the patient (Orem, 1985). Self-care theory operates on the assumption that all individuals have a need to care for themselves, Self-care agency. Self-care is the practice of activities that a person initiates and performs on their behalf in the interests of maintaining life, healthful functioning, continuing personal development, and well-being (Orem, 1985). The Self-care agent is the provider of care (Denyes, 1988). Orem believes that self-care is learned, that one is not born with the ability to determine and meet self-care needs. Culturally derived, self-care practices are learned first within the family, then from others, such as peers, teachers, community leaders, and health care providers (Denyes, 1988). The same concept can be applied to the chronically ill patient. Diabetes Mellitus is a chronic metabolic disorder characterized by elevated blood glucose levels. Type I diabetes mellitus, also called Insulin Dependent Diabetes Mellitus (IDDM), commonly develops in persons under the age of thirty. Exogenous insulin administration is required in all persons with Type I diabetes, as the production of insulin by the beta cell of the pancreas is lost (American Diabetes Association, 1993a). Type II diabetes, Non-Insulin Dependent Diabetes Mellitus (NIDDM), is the most common form of diabetes. It is called NIDDM to indicate resistance to the development of diabetic ketoacidosis. Persons may be treated with no medication, oral hypoglycemic agents, or insulin (American Diabetic Association, 1993a). Management of diabetes mellitus requires modification of dietary intake, lifestyle changes, family and patient education, and on going support and follow-up. Routine screening evaluations for microvascular, macrovascular, and neurologic complications of diabetes are a necessity for the well-being of the diabetic patient. Because diabetes mellitus is a complex disease with a very involved management plan, the diabetic patient becomes dependent on the primary health care system to learn the skills essential to successfully promote their self-care and well-being. The lower extremity complications of diabetes can involve the nerves, muscles, bones, and vasculature, making management difficult and complex (Cooppan & Habershaw, 1995). Daily, lifelong preventive foot care is essential. Foot care behavior are the self-care activities taught by a primary health care provider (i.e., C.N.S.: clinical nurse specialist) and undertaken by the patient with diabetes to be performed on a regular basis in caring for the feet to prevent potential foot problems and ensure early detection of abnormalities. A Dependent-care agent (i.e., parent, spouse, significant other, sibling, or legal guardian) (Guido, 1988) may also be involved in the self-care of the patient if the patient is unable to independently learn and/or perform appropriate self-care acts, Self-care deficit. The dependent-care agent, by virtue of daily contact and interaction, can influence the self-care agency of the dependent diabetic patient. Dependent care agents may be capable of teaching and assisting with proper self-care. On the other hand, they may be unwilling, unable, uninterested, or unknowledgeable of positive self-care practices (i.e., lack of dependent-care agenCY) (Orem,1985). Thus, influences of the dependent-care agent can result in positive as well as negative consequences with regards to the health status of the diabetic patient who can be particularly vulnerable at their particular stages of cognitive development about their disease. 1‘) [0 Quality of dependent-care agency must be considered when directing the diabetic patient towards self-care goals. However, diabetic patient at any stage of his/her disease has the capability of some independent actions and possess certain self-care strengths that enhance their self-care agency (Denyes, 1988). Interventions from a health care professional such as a Clinical Nurse Specialist can facilitate the assessment and development of those strengths of both the self-care agent and the dependent-care agent to enhance self-care competence and promote health in the diabetic patient. This intervention is what Orem (1985) refers to in the third theoretical construct, nursing systems. Orem's (1985) states that “Nursing systems are formed when nurses use their abilities to prescribe, design, and provide nursing for legitimate patients (as individuals or groups by performing discrete actions and systems of action p. 38). .A nursing system is defined by Orem (1985) as “a continuing series of actions produced when nurses link one way or a number of ways of helping to their own actions or the actions of persons under care that are directed to meet these person’s therapeutic self-care demands or to regulate their self-care agency” (p.31). Inherent in this statement is the assumption that the patient is “under care” and has entered the health care system. i] .- L . “J 11 Orem (1985) further defines Nurse agency as “the complex capability for action that is activated by nurses in their determination of needs for design of and production of nursing for persons with a range of types of self-care deficits” (p. 31). In general, nursing systems represent all actions and interactions of nurse and patients in nurse practice situations (Orem, 1985). Within the design of nursing systems that Orem (1985) describes, the actions of nurses, performed for the benefit of others, or “nursing” has three orientations. These nursing actions are (a) wholly compensatory, whereby the nurse compensates for the individual’s inability to perform self-care by accomplishing it for him or her; (b) partly compensatory, whereby the nurse and the patient work together to meet the patient’s self—care needs; or (c) based on the supportive-educative framework, whereby the patient acts as the self-care agent but requires assistance with decision making, behavior modification, and acquisition of knowledge and skills (Orem, 1985). Orem (1985) identifies the supportive-educative nursing system based on the principle that both nurse and patient together can act to meet the patient’s self-care demands. The supportive-educative system is the focus of intervention in the development of this protocol for diabetic foot care. The nurse in the supportive-educative system acts primarily 12 as a consultant in regulating the exercise and development of the self-care agency. The patient also regulates the exercise and development of self-care and does accomplish self-care. The patient requires help in decision-making, behavior control, and in acquiring knowledge and skills in the supportive-educative system. Application to this project The model for diabetic foot care promotion is based on Orem's framework (Figure 1). PATIENT R THERAPEUTIC (SELF-CARE SELF-CARE AGENCY) DEMANDS NURS E R = RELATIONSHIP < = DEFICIT RELATIONSHIP CURRENT 0R PROJECTED Figure l: Orem's conceptual framework for nursing ‘3 (Orem, 1985, p. 32). o r} 13 Practical application of the model in the diabetic health care setting revealed a need to change the original model to reflect the significance of the influence of the self-care agent, dependent—care agent and the nurse agent in the promotion of diabetic health and the self-care of their feet. Orem’s model was amended (Figure 2) to provide a guide for independent foot care actions, while acknowledging the dependentscare agent’s role and the role of the CNS in the health care of a diabetic patient. DEPENDENT + DIABETIC cmmamnxnm DHEMENICME ~ .mmmn' l /// I F--_ SEW-CARE ACTION l A I DIABETIC ISELF-CARE AGENCY , < F4 SELF-CARE DEMAND h_—_ POSITIVE , DIRECT RELATIONSHIP I _ L_ - - - INDIRECT RELATIONSHIP CNS < DEFICIT OR " PRACTITIONER POTENTIAL DEFICIT ‘ EDUCATOR RELATIONSHIP ‘ RESEARCHER " CONSULTANT 0 1L KEY NURSING AGENCY/ NURSING SYSTEM Figure 2: Diabetic foot health promotion self-care model. [4 The model demonstrates that, with proper direction and appropriate nursing intervention by the CNS, the diabetic patient, although possibly influenced by a dependent-care agent, can enjoy the autonomy he or she is seeking while achieving a positive health state. The dependent-care agent functions as an assistant when needed, an association depicted at the top of the model in Figure 2 by a smaller rectangle (dependent-care actions) positioned beside a larger rectangle (diabetic patient’s self-care actions). Although the relationship between the self-care agent (diabetic patient) and dependent-care agent is more then likely, perfectly positive, the possibility of a deficit or negative relationship exists, which may impact the diabetic’s health and result in a self-care deficit that requires nursing intervention. Diabetes has many complex and involved self-care regimens (i.e., foot-care) that initially must be taught by the nursing agent, however, the importance of the dependent-care agent's influence cannot be overlooked. A therapeutic self-care agent/ dependent-care agent relationship is depicted on the left side of the model in Figure 2 by an outer rectangle surrounding an inner rectangle that is open, signifying the necessity of open, honest communication between the diabetic patient and the dependent-care agent in matters of self-care. Not recognizing this interdependence may result in CNS and/or 93) 15 patient frustration when self—care goals cannot be realized due to the patient/dependent-care agent relationship. Orem's theory supports independent self-care actions for health. But if the agency of the diabetic patient is insufficient due to age, maturity, developmental state, health state, and education, a self-care deficit may occur and nursing agency (CNS) may be needed. As depicted in Figure 2, the patient and CNS interact directly with each other to alleviate the deficit. The connecting two-way arrows between the CNS and diabetic self-care agency and the CNS and therapeutic self-care demand illustrates the importance of feedback and its influence on the demands for CNS interaction according to the needs of the patient. The dependent-care agent should be accessible to the CNS through the patient in order to maintain appropriate self-care and promote optimal well-being of the diabetic patient. Nursing agency in Orem’s model utilizes methods of helping within a nursing system to assist the diabetic patient and the dependent-care agent toward the diabetic's goal of positive health state. The method of helping within the nursing system, inherent in the CNS roles, are shown in the amended model (Figure 2). The significance of each of the roles will necessarily vary according to degree of self- care deficit, the quality of dependent agency, and the dependency of the diabetic patient. With improved health -‘1 16 state, the expert practitioner role may become less visible, but the expertise of the practitioner will provide the basis for education, consultation, and research. LITERATURE REVIEW Diabetic Peot Foot problems in the person with diabetes result from neuropathic changes and vascular insufficiency combining with delayed healing which puts the foot at risk for structural abnormalities and ulcers. The cause of diabetic neuropathic changes is still unclear. Two theories are the focus of research at this time. One theory postulates that poor blood circulation to the peripheral nerves of the foot may cause ischemia in the nerve cells thus delaying or inhibiting nerve conduction (Gilden et al., 1990). The second theory hypothesizes that a metabolic abnormality occurs because nerves are exposed to a hyperglycemic environment (Hanestad et al., 1992). This theory is especially attractive since it has been found that normalization of the blood glucose does result in improved nerve conduction in the extremities. As a result of neuropathy, the foot becomes insensitive to touch and position. Decreased innervation to the muscles in the feet, which support the tendons and bones, lead to muscle atrophy and structural changes (Lima, 1988). These abnormalities in turn create unusual areas of pressure which lead to lesions {gr [7 such as neurotrophic ulcers in the plantar region of the foot (Lima, 1988). Other problems of the diabetic foot include: dry skin leading to open sores, circulatory deficiency leading to lesions, and thickened toenails (Lima, 1988). .All of these problems can lead to immobility and possible amputation. The best treatment for all of them is PREVENTION. Delbridge, Appleberg, & Reeve (1988) sought to determine factors associated with the development of foot lesions in patients with diabetes (> age 50 years). Eighty subjects were divided into four groups based on the nature and severity of foot problems (none, ischemic, ulcer, and septic). By group, subjects were fairly matched on age, duration of disease, and treatment modality for diabetes control. Subjects were measured on the variables glycosylated hemoglobin (i.e., HgAlc); frequency of hospital admissions for diabetes control; degree of vascular impairment; history of smoking; presence of neuropathy; delay in treatment for foot lesions; and, patient understanding and education of diabetes, diabetes management, foot complications, and care of the feet. Groups did not differ significantly with regard to HgAlc levels, frequency of hospital admissions, or presence of neuropathy. Subjects with foot lesions did exhibit, however, significantly higher degree of vascular impairment, To 18 history of smoking, increased delay in referral for foot lesion treatment, and lower scores on the knowledge test. The authors conclude that education of patients related to foot care management can effect the development of foot lesions. Without ascertaining if subjects had received any diabetes education, the authors claim that subjects with foot lesions may not have wanted to “know” about problems with their feet. As such, these subjects may engage in “willful self-neglect” as evidenced by indifference to diabetes complications. This claim and speculation about the lack of self-care motivation was made based on a knowledge test without indices of reliability or validity. It is possible that the instrument lacked construct validity in that it failed to address or capture critical factors of self-care foot knowledge. Furthermore, the knowledge measure may not have been internally consistent (i.e., reliable). Nevertheless, Delbridge, Appleberg, & Reeve (1988) conclusively stress that education of diabetic patients related to foot care management can be crucial in preventing the development of foot lesions. The association between diabetic foot complications and costly hospitalization stays, incapacity, and mortality, reveals the critical need 19 for the implementation of frequent diabetic foot evaluation and foot-care education by the primary health care provider. Self-Care in Diabetes Diabetes is largely considered a manageable chronic disease. Its management status is primarily a function of direct self-care interventions related to medication therapy, diet, and exercise (Holzemer, 1992). Patient self- care management of diabetes is aimed at not only affecting normoglycemia, but at delaying the onset and/or minimizing the severity of long term diabetes related complications such as retinopathy, nephropathy, and peripheral and autonomic neuropathy (Holzemer, 1992). Diabetes education is the primary means of providing patients and/or their families with the knowledge and information necessary for self-care management of this disease. In a study to assess the effects of a home based diabetic education program, Rettig, Shrauger, Recker, Gallagher, and Wiltse (1988) measured patient knowledge and self-care skills in both randomly assigned treatment and control groups of subjects. A.total of 373 subjects (193 control, 180 treatment) were measured on self-care knowledge using a series of seventy multiple choice questions divided into four content areas--diet, urine testing, medication therapy, and foot care. Patient self-care skills were measured by one-to—one demonstrations and focused on skill 20 in urine testing, medication use, foot care, and diet prescription skill as noted by ability to draw up a 24 hour meal plan. Foot care skills were noted by nurse examination of the feet and included the presence of dirty foot soles, presence and type of socks, and method of toenail clipping. In addition, a 16 item checklist for abnormal conditions of the feet was used to generate a total foot appearance score. To analyze the effectiveness of the teaching program, mean self-care knowledge and skill scores plus foot appearance scores were used as some of the indices of program efficacy. Results indicated that knowledge and skill scores were significantly higher for the treatment group in all subject areas and in total. With regards to foot appearance scores, significant differences were noted between the two groups. With a possible score of 100, the treatment group obtained a mean score of 82.2 +/- 0.7 and controls, 63.8 +/- 0.7 (higher scores indicated better condition of the feet). The authors concluded that home- based diabetes education interventions can positively effect patient knowledge and skill outcomes. The author also concludes that further studies need to be done to enhance the validity and reliability testing of the self-care knowledge and skills instruments. Foot-care The rates of major amputation among diabetics in the 21 United States remain high, in part because present knowledge regarding the prevention and management of foot disease is not widely applied in clinical practice (Caputo, Cavanagh & Ulbrecht, 1994). Although it is well known that foot care can prevent amputations, studies have shown that people who have diabetes are not well versed in the care of the feet. In one study of 372 patients with non-insulin-dependent diabetes mellitus, 41% reported that they had not been told to take especially good care of the feet (American Diabetes Association, 1993b). In another study of 75 diabetic patients, nearly three out of four, all of whom had been taught other aspects of self-care, had not been taught proper foot care (D'Eramo & Fain, 1988). .A simple program teaching and reminding people with diabetes and their caregivers about proper foot care pays off by preventing problems that can lead to amputation (U.S. Department of Health and Human Services Center for Disease Control and Prevention, 1991). A.program such as this was set up by the Indiana University and Regenstrief Institute of Health Care in Indianapolis and proved effective over a one-year period (Litzelman, et al., 1993). A randomized trail involving 395 women with Type II (non—insulin-dependent) diabetes was used. About half of the patients were enrolled in the program and attended a teaching session conducted by a nurse mi 22 clinician, during which they agreed to follow a “behavioral contract” on foot care. They received reminder calls and postcards up to three months later. Nurses and physicians, meanwhile, were reminded to examine the participants’ feet, through the use of colorful folders and instructional flow sheets clipped to the patients' charts. The control patients received standard care. Three hundred fifty-two patients completed the study. Patients and clinicians alike seemed to get the program's message. On a test asking them about their foot care behavior (such as remembering to trim.nails), research subjects in the program scored better than the controls. Program clinicians examined patients' feet during 68% of visits, compared with 28% for the standard-care clinicians, and did foot care teaching during 42% of visits, compared with 18% for the control patients. As a result, program patients were less than half (41%) as likely to have serious foot lesions at the close of the study. The number of amputations during the study were small, but four were done in standard-care patients versus just one among those in the program. The investigators reported that the program.was relatively inexpensive; study materials cost just $5,000. Citing the high personal and economic toll exacted by diabetic foot problems (including some 50,000 amputations 23 each year), the researchers note that programs like theirs could easily be undertaken in primary care settings using existing personnel. Asserting that assessment of the effectiveness of diabetes education has implications for health care policy, Bloomgarten, et a1 (1987) undertook a randomized controlled trial of diabetes education stating that education may be a major factor related to metabolic outcomes. They hypothesized that systematic education intervention would result in improved metabolic outcomes. Glycosylated hemoglobin levels were used as the primary index of glucose control. Other outcomes measured post-education intervention were fasting glucose levels, weight, lipid levels, foot lesion development, hypertension control, and utilization of medical care services. .A total of 127 subjects comprised the treatment group at completion of the study with 139 subjects in the control group. Subjects were predominately Black and Hispanic with almost 30% greater than 70 years of age. Treatment subjects were exposed to nine education sessions, one of which focused on foot and skin care emphasizing early detection of infection. A 15-item instrument was used to measure both knowledge and self-care behavior pre and post education program. One behavior assessment item related to the frequency of checking feet 24 for sores. No index of the instrument’s validity or reliability were reported. At baseline, Bloomgarten, et al (1987) note that the groups were comparable in knowledge and behavior scores. Upon completion of the study however, the treatment group exhibited a significant increase in knowledge scores compared to the control group. Furthermore, behavior scores increased significantly in the treatment group over time when compared to the control group. As authors compared scores of all subjects entering the study in each group with those who completed the entire education program, they attribute significant increases in knowledge and behavior to “graduates” of the program. Since treatment group graduates largely accounted for these significant increases, Bloomgarten, et al (1987) hypothesized that these subjects would also show an improvement in metabolic control outcomes. Analysis of HgAlc levels however, revealed no significant differences in glucose control between treatment and control groups. With regards to the development of foot care lesions, the two groups did not differ significantly over time on this variable inquiry. The authors assert that in light of the failure of patient education programs to effect improvement in metabolic control, patient education may be “functionally meaningful” in that improvement in knowledge may result in .‘ ad' 25 long term benefit for the patient. Bloomgarten, et al (1987) emphasis the importance for further research in this area and continue to stress the importance of diabetic education and its implications for health care policy. Patient education to help prevent diabetic foot complications is ideally initiated before acute problems develop. The opportunity, however, should not be lost to educate the patient who already has such problems. Although good control of glucose metabolism has not yet been proved to prevent the long-term complications of diabetes, there is some evidence that it can reduce diabetic neuropathy (Bamberger & Stark, 1987). Patients who smoke cigarettes should be encouraged to stop smoking, to avoid accelerating atherosclerotic changes (Ary et al., 1989). Patients need to wash and examine their feet daily, and to report any calluses, corns, blisters, or ulcerations to the primary care provider. Patients should never try to trim these lesions at home (Ary et al., 1989). New shoes need to be broken in slowly, and should not be worn more than one or two hours a day. Diabetics with peripheral vascular disease or neuropathy should never walk barefoot (Becker & Janz, 1990). Foot care is not only an essential portion of the physical examination of every person who has diabetes, it is a skill that every such patient must learn as his best 26 defense against one of the most serious and costly complications of diabetes — AMPUTATION. Summary The review of literature reveals the ongoing complications of the diabetic foot and the crucial need to gain control over the problem to maintain the health and well-being of the diabetic patient. Much research has been done in the areas associated with the pathological process of foot lesion development and the positive impact of early prevention education programs and the importance of patient self-care knowledge. It has been proven that early recognition, proper evaluation, and initial treatment will significantly reduce foot complications in patients with diabetes. There is much literature identifying and supporting the need for a standardized foot care screening tool in the primary health care setting. Contrarily, very little literature was found regarding why diabetic foot care guidelines are not more readily used in primary health care. It can be surmised that a major barrier to the use of a foot care plan or assessment tools is the lack of concise and specific guidelines that can be easily incorporated into the limited time structure of the primary health care setting. For a diabetic foot assessment tool to be useful to a 27 provider in primary care it must be comprehensive in a time efficient manner. PROJECT DEVELOPMENT AND EVALUATION PLAN This author has attempted to condense and arrange the literature to develop a tool for diabetic foot assessment for practical clinical application in primary health care within the framework of Orem’s (1985) Theory of Self-Care. Emphasis is placed on primary care and the perspective of the provider offering a structured systematic guideline that can be easily utilized within the time limited constructs of the primary health care setting. The goal is to increase clinician and client awareness and facilitate a systematic means of conducting functional assessment that is efficient and user-friendly. Additionally, by routine screening early recognition, proper evaluation, and initial treatment will occur potentially reducing foot complications in patients with diabetes and reduce cost by preventing premature institutionalization and loss of limb function. .Assesmment Tool Guidelines Introduction of this foot assessment tool into a busy primary health care setting can be easily done through an inservice. The assessment tool flowsheet can be placed into the diabetic patient's chart by the office clerk. A copy of the assessment tool and guidelines should be placed in the health care facilities policy and procedure book for quick 28 reference by staff and state officials (i.e., OSHA). Discussion about staff satisfaction and concerns with the assessment tool can be held during monthly staff meetings. The assessment tool is designed as a flowsheet which offers a user-friendly format that should only take 5 minutes to fill out. It is structured to provide a comprehensive check list that is concise and facilitates the providers ability to functionally assess the diabetic foot in a time efficient manner. The documentation check list for use in the diabetic patient's chart is an assessment tool that can be utilized by either the CNS or physician. A foot assessment utilizing this flowsheet should be done every three months to evaluate the health of the diabetic foot. An initial baseline assessment should be done to establish each client's normal presentation. Capillary filling time is a useful initial test to help determine if the digits have a patent arterial blood supply (Plisken et al., 1994). The tool is complaint oriented, therefore, more frequent spot check can be done if patient has a specific complaint. Further in depth evaluation of deficit areas that are identified during examination of the diabetic foot can be schedules according to urgency of follow-up needs and according to individual primary care practice time frames. If referrals need to be made for 29 specialist consultation notations can be made at the bottom of this form to keep track of encounters. Down the left hand side of the check list are the specific areas of assessment. The flowsheet offers the primary care provider a systematic step-by-step format for addressing each area of the diabetic foot in a self explanatory way. Three columns are provided to the right for recording information at three individual visits. The advantage to this is that the provider can easily follow a patient's progress and quickly detect any changes in the condition of their feet. This format provides a consistent data base which assures proper foot assessment and the detection and early prevention of diabetic foot complications. There are four priority areas on the assessment tool in bold print that the primary care giver should evaluate during each encounter with patient. These areas should be assessed without patient complaint to note any deviation from normal presentation. Note any disturbance in gait that might affect how weight is being distributed to the patient’s feet. Check the temperature of the client’s foot with the back of hand. It is especially important to determine the temperature of the skin and make a comparison with the other limb in patients with a history of previous skin breakdown (Bamberger & Stark, 1987). Dorsalis and 30 pedal pulses should be palpated bilaterally (use doppler if necessary). Edema, whether pitting or nonpitting, should also be investigated since it may be due to either local or systemic disease (Ary et al., 1989). If any deviations from normal are noted intervention is warranted. All of these areas may reveal signs of circulatory and neurological compromise leading to the onset of diabetic foot disease. Physician consultation may be necessary if no improvement in condition is seen within two weeks. Arterial disease is much more of an immediate concern than either venous or lymphatic disease and warrants prompt attention (Ary et al., 1989). Immediate physician consultation is suggested if any breakdown in skin, open areas or discoloration that varies from normal are noted during examination. Patient foot care skills can be a vital asset in the prevention, initial diagnosis, and early treatment of diabetic foot disease. A diabetics first line of defense in controlling and inhibiting further complications of their disease is in their own self-care abilities. Client education of proper foot self-care skills can be taught by the primary care provider while the foot exam is being performed. Patients with diabetes ought to be taught simple common sense approaches to foot hygiene and daily feet inspection techniques and should be advised about choosing “‘9" 3| proper shoe wear. Simple reminders, such as always wearing protective footwear or looking for objects inside shoes before putting the on, are essential in preventing ulceration or infections. There are a number of educational materials available to the diabetic population that can help increase their awareness of proper foot self-care. Many of these materials can be obtain through the American Diabetic Association, Novo Nordisk Pharmaceuticals Inc., American Podiactric Medical Association, and insulin manufacturers (i.e.: Squibb-Novo, Inc.). Diabetic support groups may also be a useful source of information for the diabetic client and can be contacted through their local public health department. It is very important that the primary care provider and the diabetic client address the feet during each visit. The client must be taught the significance of removing his/her shoes and socks during every encounter with a primary care giver. By doing this the patient will prompt and promote examination of their feet whether it be a quick spot check or complete quarterly foot assessment. By working together the primary care provider and the diabetic patient can ensure a thorough foot examination and enhance the livelihood and health of the diabetic patient. Name: 32 Foot Assessment Tool Date: C/O: (objective) Gait: steady unsteady Shoes: fit well type Stockings: clean type constricting band Moisture: normal hyperhydrosis dry very dry/scaly Temperature: R (W—warm C-cool) Varicose veins: L R L Pedal pulses: palpable/doppler (0+1,+2,+3,+4) L" Edema: pitting/nonpitting (0,+1,+2,+3,+4) Red/blue foot color Brownish ankle R L R L R L color Cap. refill <3 sec >3 sec Date: Sensation: " ) (light touch/pain) m, I diminished 9 Skin lesions: IN - Ingrown nail FI - Fissure CO - Corn CA - Callous BL - Blister BU - Bunion CECE CBC? Nail condition: normal fungal growth thick brittle other Structural problems: Referral: Signature: * Adapted from flowsheet used by Timothy Tetzlaff M.D., Riverside Medical Center, Sault Ste Marie, Michigan. 34 Evaluation Evaluation of this foot assessment tool is recommended to be conducted after implementation to verify assumptions and determine impact of patient outcomes. Theoretically, by conducting diabetic foot care screening the primary care provider can identify potential foot complication and initiate early interventions to prevent the development of foot lesions and avoid unnecessary foot disease, lower- extremity amputation, as well as decrease the overall disease-related morbidity and mortality. One would expect patient outcome to be impacted greatly by the implementation of this diabetic foot screening tool. The following are specific outcome assumptions suggested for evaluation of the effectiveness of this foot screening tool: 1. Increase primary care provider awareness of potential diabetic foot complications and the importance of early detection, prevention and treatment. 2. Increase diabetic patient awareness of their risk for developing foot disease and the importance of proper preventative foot self-care. 3. Increase in the number of patients that voluntarily remove their shoes and socks during every clinic visit. 4. Increase in objective data regarding foot condition. 35 5. Increase in quality of care in the diabetic patient population as evidenced by increased number of diabetics with documentation of foot assessment in their charts. IMPLICATIONS FOR ADVANCED NURSING PRACTICE The nurse in advanced practice with his or her eXpertise understand the multiple domains that impact the well-being of the diabetic patient's health and the importance of early detection and prevention in the reduction of patient morbidity and mortality. The clinical nurse specialist (CNS) in the primary care setting come in contact with many diabetic patients. The CNS's ability to draw from a broadened theoretical knowledge base allows him/her to develop interventions to facilitate patient learning of appropriate self foot care habits to promote healthy feet. By using Orem's (1985) self-care deficit theory as a strong theoretical base, the CNS can effectively assess an individual's self—care ability and educating accordingly. By incorporating the foot care assessment tool into their practice and developing intervention to promote self-care, the CNS can provide an added dimension to a diabetic patient's care and fulfill many of the roles inherent to their position. The CNS as: expert practitioner, educator, researcher, and consultant can only impact the health of the diabetic patient positively. 36 As expert practitioner, the CNS formulates medical and nursing diagnosis and provides the necessary care, based on sound theory and advanced clinical judgment, to promote patient participation in positive self-care behavior. The CNS may find himself or herself as a member of a multidisciplinary team. Recognized for his or her nursing expertise, the CNS can serve as consultant to other health care professionals by providing information and advice, obtained from the foot care assessment tool, on maintaining the health and well-being of the diabetic patient. As an assessor and researcher, the CNS can utilize the foot care assessment tool to effectively identify diabetic foot problems and areas of patient self-care deficit. .After the assessment data is gathered a medical and nursing diagnosis can be identified. Medical diagnosis should include the etiology of the foot condition and the nursing diagnosis on the model for this project: “self-care”. Expanding the modifying factors of the conceptual framework would allow the CNS to consider and/or rule out a greater number of possible etiologies for any recognized self-care deficit. After identifying the condition of the diabetic foot and the self—care knowledge of the patient, the CNS can implement interventions to promote the health of the foot and self-care skills of the diabetic patient. 37 As educator, the CNS should assist the diabetic patient in recognizing that successful self—care changes require effort over an extended period to achieve the greatest benefit. In short, self-care maintenance of diabetes is a life-long commitment. It is important for the CNS as educator to assist the patient with planning strategies that are realistic for supporting or improving their self-care within the context of their current lifestyle. Collaboration is based on mutual exploration and implies joint responsibility for the development and support of goals related to self—care. The CNS can provide the patient with examples of ways to improve self-care based on the data collected form the foot care assessment tool and the patient's individual obstacles and/or resources. IMPLICATIONS FOR NURSING EDUCATION Nurses, as the largest group of health professionals, have more contact with the diabetic patient than any other health care provider. As a result, the nurse has more opportunity to address and/or intervene in the prevention, initial diagnosis, treatment, and education of self-care behaviors of the diabetic patient. All nurses should be informed about the complexity of managing the diabetic patient's health, especially in regards to the health and well-being of their feet. The ability of the nurses, at any level of education, to 38 accurately assess, plan, implement, and evaluate the health status and self-care behaviors of a diabetic patient depends upon the nurse's awareness of the multiplicity of factors that contribute to the self—care agency. Orem's (1985) self-care deficit theory of nursing links nursing practice to the theory of self-care. The model's conceptual framework provides a theoretical base for nursing's role in assessing, facilitating and monitoring an individual's self-care ability and educating accordingly. Orem's (1985) model, therefore, must be introduced at all levels of nursing education. Due to the complexity of nursing roles and the case management of the diabetic patient, nurses who are primary care providers should be prepared at the graduate level. The CNS in ambulatory, primary care settings should be prepared to collect data that accurately assesses the health of the diabetic foot, identifies the self-care needs of the diabetic patient, and factors inhibiting or facilitating self-care. The CNS will coordinate the care of the patient by utilizing other health professionals as needed to develop and execute intervention strategies. These behaviors require advanced educational preparation in a research based program. Education in the appropriate collection, intervention and evaluation of the diabetic foot and self—care data would 39 not only contribute to the body of nursing knowledge, it would provide a mechanism to demonstrate effectiveness in meeting measurable outcomes for self-care viability and health promotion. Patient self—care deficits contribute to health care costs by increasing the potential for illness which in turn necessitates a costly move to institutional care for the diabetic patient. Nurses who are educationally prepared to promote early recognition, proper evaluation, initial treatment, and patient self-care education can contribute to the financial impact of hospitalization and to the health of the diabetic population. If more value were placed on illness prevention and health promotion, perhaps more research dollars would be available to discover a cure for Diabetes Mellitus. IMPLICATIONS FOR FUTURE RESEARCH As stated earlier, there is a lack of literature and research addressing why standardized guidelines for diabetic foot care are not routinely used in primary health care. If studies could be conducted based on primary health care needs and provider suggestions, a foot care assessment tool could be developed according to the specific outcomes of these studies producing a tool designed appropriately for use in the primary health care setting. Implications for research of this foot care assessment tool should also be pursued. It is recommended that studies 40 be done incorporating the developed guidelines into different primary health care settings to test the functional and systematic structure of the tool. The outcomes proposed in this project should also be tested and the results used to influence the development of future foot care assessment tools making them concise and easily utilized within the constraints of primary health care. Further inquiry should also focus on the assessment of the reliability and validity of the instrument across specified populations such as those defined by different age groups and different ethnic/cultural populations. Of particular need is to address research endeavors using minority populations as these groups exhibit prevalence and/or incidence of diabetes and its related complications. Further research must be done concerning the foot assessment tool developed in this project, specifically whether the tool is being used, and user satisfaction (benefits and barriers) of the tool, so that it may become a useful tool for the primary health care provider. In sum, the clinical nurse specialist, as a Master's prepared professional in the primary care setting, can contribute to the body of nursing and medical knowledge by applying research findings and nursing theory while functioning in the aforementioned role characteristics. 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