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Angela Starkweather, PhD, ACNP, CNRN, is an Assistant Professor, Virginia Commonwealth University, School of Nursing, Richmond, VA. Acknowledgment: The author would like to thank the Oncology Nursing Foundation for their financial support in the preparation of this manuscript and Dr. Mel Haberman for serving as mentor.
uality-of-life (QOL) research, which began in the field of oncology over 30 years ago, caused a paradigm shift in the evaluation of outcomes by placing more focus on the aspects of the patients life affected by disease or the treatment of disease, instead of concentrating solely on clinical endpoints, such as length of stay, morbidity, and mortality (Velanovich, 2007). This transition improved the alignment between the objectives of research and the goals of practice. For medical-surgical nurses, this connection is especially relevant because the application of nursing interventions is focused not only on ensuring survival, but also on the quality of survival throughout the disease process, surgical experience, and/or stages of recovery. Beyond preventing complications, decreasing costs, and getting the patient home sooner, care is directed toward facilitating adequate pain management, maximizing function, and offering psychosocial support. However, the needs of the patient and superiority of one nursing intervention over another in meeting those needs are not always readily apparent. Moreover, due to the dynamic nature of the health-disease spectrum, the efficacy of specific nursing interventions may change throughout the disease course. It is in this regard that assessing QOL can help to direct and improve nursing interventions for the medical-surgical patient and/or population (Lagercrantz, Lindblom, & Sartipy, 2010). Quality of life is a self-assessment or subjective view of the patients health and well-being. As a standardized method of measuring the patients status, QOL assessment offers a patient-centered approach to study the various factors that affect patient-centered outcomes of the individual or population. Each QOL instrument has different questions that address various aspects of quality of life, such as physical functioning, social interactions, or psychological issues. These valuable tools can help monitor recovery or disease progression, identify factors that influence QOL, and facilitate communication between the nurse and patient (Velikova et al., 2004). Oncology nurses have led the way in QOL research, focusing on the interplay of disease, treatment, and QOL (Bailey, Wallace, & Mishel, 2007; Ding, Zhu, & Zhang, 2007; Juarez, Ferrell, Uman, Podnos, & Wagman, 2008), as well as testing interventions to improve QOL (Davidson et al., 2003; Ward-Smith, Wittkopp, & Sheldon, 2004). This research has demonstrated QOL assessment can provide new insight into the health care experience and is capable of improving the delivery and satisfaction with nursing care regardless of the specialty.
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A recent meta-analysis of the QOL literature found a significant improvement in the ability to translate QOL research into practice (Efficace et al., 2007). Indeed, current publications show QOL data can provide important information about outcomes among different types of treatment for the same disease (Conroy, Uwer, & Deblock, 2007; Zuydam, Lowe, Brown, Vaughan, & Rogers, 2005), variations in outcomes among diverse cultural populations (Ramsey, Zeliadt, Hall, Ekwueme, & Penson, 2007; Reeve et al., 2007), and the relationship between the risk of developing psychosocial morbidity and survival (Efficace, Bottomley, Coens et al., 2006; Efficace, Bottomley, Smit et al., 2006). Thus, QOL data can be used to provide the patient with more meaningful information to make decisions, and inform the clinician concerning the patients coping and areas of life that require attention in terms of support, interventions, and/or resources (Detmar, Muller, Schornagel, Wever, & Aaronson, 2003; Velikova et al., 2004). Because factors that appear important to health care professionals may not be congruent with the priority issues for patients, assessment and analysis of QOL on an individual basis may help to address patient needs better (King, 2006; Snyder et al., 2007).
Individualized assessment of QOL for the purpose of directing and prioritizing nursing care, and evaluating and improving patient-centered practice, is consistent with the paradigm of medical-surgical nursing. The purpose of this article is to review the dimensions of QOL and commonly used conceptual frameworks, highlight some different types of available QOL instruments, and discuss relevant issues related to implementing a QOL practicebased approach to medical-surgical nursing care.
nature of QOL over the disease trajectory (Varricchio & Ferrans, 2010). Before implementation of QOL assessment as a tool to guide nursing practice, a conceptual framework aligned with the definition of QOL and goals of nursing care for the particular patient population and/or clinical setting should be chosen. The conceptual framework provides a theoretical link between the operational definition of QOL and its measurement, and enables the clinician to view the impact of nursing practice and other variables of interest on the patients QOL (Vallerand, Breckenridge, & Hodgson, 2003). By linking the framework with the goals of nursing care, the clinician can apply the nursing process to address the patients responses. Both the City of Hope Model (Ferrell, Grant, Padilla, Vemuri, & Rhiner, 1991) and Quality of Life Model (Ferrans, 1996) entail four elements of QOL; they are the most frequent conceptual frameworks used to guide nursing practice. These models view QOL as a multidimensional construct that depends upon the subjective experience of the individual; however, they differ in the application of QOL data to direct nursing care. The City of Hope Model includes the following dimensions: physical well-being and associated symptoms, psychological wellbeing, social concerns, and spiritual well-being (Ferrell et al., 1991). Using this model, the influence of certain aspects or variables of the disease/illness experience, such as pain or fatigue, on the dimensions of QOL can be ascertained. Nursing interventions with direct influence on the dimensions of QOL (e.g., giving a specific medication for pain) or an indirect influence (e.g., providing teaching on self-management strategies for fatigue) can be evaluated. In this manner, nurses can use the QOL assessment to evaluate and improve interventions for specific symptoms or aspects of life, identify patterns of QOL status in the patient population, and compare interventions to determine which strategies are superior in improving outcomes.
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In contrast, the Quality of Life Model includes the domains of health and functioning, socioeconomic, psychological/spiritual, and family (Ferrans, 1996). Unique to the QOL Model is the link between the importance of each QOL domain and the satisfaction of the individual with each domain. The Quality of Life Index, an instrument used to create the QOL Model, can promote patient-centered care by providing information to the nurse about aspects most highly valued by the patient so appropriate prioritization of nursing interventions can occur (Ferrans & Powers, 1992). Again, this model can be used to evaluate the effect of specific nursing interventions on QOL while basing interventions in the context of what is most important to the individual. Both models were developed through research and have been applied to numerous medical, surgical, and oncology populations to establish the conceptual basis. Ferrell and colleagues (1991) developed their model based on studies using the QOL survey. The QOL Model was based on extensive literature review and factor analysis from patients receiving hemodialysis (Ferrans, 1996). External and mutual validation of these two models has been tested in subsequent studies by the authors. A thorough review of other QOL conceptual frameworks applicable to nursing practice is described by King and Hinds (2003).
the patient experience and goals of nursing. The instrument also must have linguistically equivalent translations and be valid and reliable, sensitive enough to identify changes, and consistent with the timing of the measurement protocol in order to obtain trustworthy information that can be used to guide practice. Varricchio (2006) provided a thorough review of measurement issues that should be considered prior to choosing an instrument. Additionally, many web-based resources provide access to descriptions and psychometric properties of QOL instruments (see Table 2). QOL instruments come in many forms: unidimensional, multidimensional, modular, and global
(see Tables 3 & 4). QOL assessments also can be generic (applicable to a wide variety of chronic illnesses) or disease-specific (geared toward a specific condition or treatment). Generic instruments are used commonly in QOL research and lend themselves to comparisons between different patient populations; however, they may not be specific enough to identify the unique issues encountered in the medical-surgical experience, or sensitive enough to detect change (Haberman & Bush, 2003; Mehanna, 2007; Sloan et al., 2006). Head-to-head comparisons of QOL instruments reveal patients prefer questionnaires that most closely reflect their disease and personal illness experience (Cooley
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et al., 2005). Thus, an instrument that has been created for the same population in which it will be used, and which has the conceptual focus desired, will impart more meaningful results. Using a unidimensional and multidimensional assessment together can provide comprehensive information regarding the patients experience and areas of practice that need improvement, such assessments are of high value to patients (Snyder et al., 2007). However, responder burden, or the amount of time and energy required to complete the forms, should be considered as well. Comprehensive lists of QOL assessment questionnaires may be found in several sources (American Psychiatric Association, 2000; Frank-Stromborg & Olsen, 2004; King & Hinds, 2003). The following modular and generic instruments are described to provide an overview of tools well suited for practice. Again, the choice of instru-
ment should be driven by the QOL framework in the context of the scope of nursing practice for the particular setting, the patient characteristics, and the objectives and psychometric properties of the instrument.
scales specific to disease, treatment, symptoms, or other dimensions. Disease-specific scales include HIV, multiple sclerosis, arthritis, Parkinsons disease, stroke, and many types of cancer and non-life-threatening conditions; treatment-specific scales include biological response modifiers, neurotoxicity, bone marrow transplant, and several chemotherapeutic agents. Symptom-specific subscales include anorexia/cachexia, anemia/fatigue, diarrhea, endocrine symptoms, fatigue, fecal incontinence, and urinary incontinence. Other subscales include palliative care, spiritual well-being, and satisfaction with treatment. The questionnaire employs Likert scoring to measure physical well-being, social/ family well-being, emotional wellbeing, and functional well-being. Subscale reliabilities range between 0.82 and 0.88, with an overall scale reliability of 0.92 (Webster et al., 1999). Internal consistency assessed with Cronbachs alpha ranges between 0.65 and 0.82 for subscales, with an overall alpha of 0.89. The average time to complete the FACIT-G is approximately 5 minutes. Another method of measuring quality of life is through the concept of life satisfaction. The Questions on Life Satisfaction Module (FLZm) has a 16-item general component that measures general life satisfaction and satisfaction with health (Henrich & Herschbach, 2000). The respondent is asked to rate each item twice, first for the degree of subjective importance and second for his or her present degree of satisfaction with the domain. The eightitem life satisfaction portion includes friends, leisure activities, occupation, living conditions, family life, or partnership. Satisfaction with health, also eight items, includes physical condition, ability to relax, and energy level or being free from anxiety. The scales range from 1 (not important) to 5 (extremely important) for the importance ratings, and in the same format from 1 (dissatisfied) to 5 (very satisfied) for the satisfaction ratings. The two ratings are computed using a weighted satisfaction score: (importance - 1) (2
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Unidimensional, Generic
Health Assessment Questionnaire (Fries, Spitz, Kraines, & Holman, 1980) Psychological General Wellbeing Index (Dupuy, 1984) To assess the dif- English ficulty in performing activities of daily living 84 Self Interviewer 22 Yes
To measure English intrapersonal affective or emotional states reflecting a sense of subjective wellbeing or distress
46
Self Interviewer
22
Yes
Finnish
English
Self
10
No
Multidimensional, Generic
McMaster Health Index Questionnaire (MHIQ) (Chambers, Macdonald, Tugwell, Buchanan, & Kraag, 1982) Nottingham Health Profile (Hunt, McKenna, McEwen, Williams, & Papp, 1981) World Health Organization Quality of Life Assessment Instrument (WHOQOL Group, 1995) To supplement clinical ratings of health status, with QoL measures based on physical, social and emotional functions To provide a brief indication of a patients perceived emotional social and physical health problems To assess individuals perceptions on the quality of their life English None Self Interviewer Telephone 59 No
Over 21
Self
38
Yes
Over 39
Self Interviewer
Yes
228
English
22
No
Over 20
25
No
Self Telephone
20
No
English
None
Self
No
Symptom Severity
To measure the severity of depression in adults and adolescents To assess both the presence and severity of dyspepsia English French for Belgium, Korean, Romanian, Spanish Dutch English French German Polish Spanish Over 18 Self Interviewer 21 No
Self Interviewer
15 (Short form: 9)
No
To provide quantitative measures of the sensory, affective, and evaluative components of pain
English
No
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ogether, the nurse and patient can begin planning ways to address these aspects of life based upon the patients experience and preferences.
satisfaction - 5), yielding weighted satisfaction scores ranging from -12 to +20. With this transformation of raw scores to weighted satisfaction scores, negative scores indicate dissatisfaction and positive scores indicate satisfaction. Total scores for general life satisfaction and satisfaction with health are calculated by summing the weighted satisfaction scores in the eight or nine domains for each dimension. Good reliability and validity of the instrument have been reported (Henrich & Herschbach, 2000; Kuehler et al., 2003). Several additional modules are available to add to the general measurement scores, including cystic fibrosis, growth hormone deficiency, movement disorders, and deep brain stimulation. The general form also has been studied in a variety of different conditions and treatments, including inflammatory bowel diseases and gender transformation surgery and to determine the effect of companion animals among lung transplant patients.
formed a psychometric analysis of the original QOL tool and found a validity of 0.77 and an overall reliability of 0.93. In contrast, the SF-36 Health Survey provides a general measure of health-related QOL. The SF-36 assesses eight health concepts (physical function, role limitations caused by physical problems, role limitations caused by emotional problems, social function, emotional well-being, vitality/fatigue, pain, and general health perceptions) and is among the most frequently used health-related QOL questionnaires worldwide. The 36item self-report instrument takes 10 minutes to complete. A shorter version (SF-12) is available. The SF36 is a reliable and valid instrument that has been used extensively in inpatient and outpatient settings. Reliability of the SF-36 version 2 is reported to be high (0.85) and internal consistency (=0.88 and 0.95) is good (Ware, Kosinski, & Dewey, 2007). The SF-36 results can be summarized into two components a physical component summary and a mental component summary according to algorithms formulated by the developers. A criticism of many of the modular and generic instruments is that they assume the importance of the different components of QOL to be the same for all individuals instead of allowing the patient to decide. Other generic, yet individualized QOL assessments have been developed to address this issue, such as the Schedule for the Evaluation of Individual QOL (McGee, OBoyle, Hickey, OMalley, & Joyce, 1991) and the Patient-Generated Index (Annells, Koch, & Brown, 2001). Both instruments offer a way to obtain the patients evaluation on matters of greatest personal importance. They are described in Kings 2006 publication.
OL assessment has the potential to enhance clinical practice and improve the lives of patients.
Such tools can be utilized to facilitate routine QOL assessment in the inpatient and outpatient setting, provide clinicians with timely longitudinal QOL information about the patient, and overcome some of the resource restrictions preventing clinician participation. The development of software that allows immediate analysis and results to discuss with the patient could accelerate the use of QOL data by clinicians and may prove to be extremely useful in delivering patient-centered nursing care (see Quality-of-Life Recorder in Table 2). An automated program that links patient results to specific nursing interventions based on evidence-based practice may also be a valuable tool directing medical-surgical nursing interventions. Patient-teaching scripts, self-management information, and local/ national resources could be connected so the nurse would be able to meet the immediate needs of the patient (Varricchio & Ferrans, 2010).
ting, the nurse can gain valuable personalized knowledge about the patients need for information and resources, coping ability, and outcomes of applied strategies for managing symptoms (Varricchio, 2006). The time and resources spent on collecting and analyzing the data are becoming less of a barrier as computer-based systems replace cumbersome paperand-pencil assessments. In addition, as larger databases are compiled, QOL data will become another tool to help guide treatment decisions. QOL assessment has the potential to enhance clinical practice and improve the lives of patients. To that end, it is extremely valuable to medical-surgical nurses who implement QOL assessment as an approach to care (King, 2006).
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Conclusions
QOL assessment is a driving force behind the ability to address the patients multiple concerns, guide treatment decisions throughout the course of illness, and identify areas that require further research (Reeve et al., 2007). Medical-surgical nurses can be instrumental in obtaining and using QOL data to identify patient needs and direct interventions toward improving QOL. The first step involves identifying the most appropriate QOL framework and instrument for the specific patient population and setting (Vallerand et al., 2003). The goals of nursing care dictate whether the measurement of QOL should be unidimensional, multidimensional, or limited to a symptom-severity scale. By matching the QOL conceptual framework and the instrument with the goals of the clinical set-
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