Documente Academic
Documente Profesional
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PhD
, EVY LIDELL
PhD
2,3
PhD
Medical Social Worker, Department of Internal Medicine, Hospital Varberg, Varberg, 2Associate Professor,
School of Social and Health Sciences, Halmstad University, Halmstad, 3Member of Nurse, Fellow of European
Society of Cardiology (NFESC), and 4Cardiologist, Department of General Medicine, Vastra Vall, Varberg, Sweden
Correspondence
Ann-Kristin Karlsson
Department of Rehabilitation
Kuratorsmottagning 1D
Varberg Hospital
432 81 Varberg
Sweden
E-mail: ann-kristin.karlsson@
regionhalland.se
21, 112120.
Health-care professionals documentation of wellbeing in patients
following open heart surgery: a content analysis of medical records
Aim To explore health-care professionals documentation of patient wellbeing in
the first five months after open heart surgery.
Background Open heart surgery (coronary artery bypass grafting or heart valve
replacement) is an intervention aimed at relief of symptoms and increased
wellbeing. It is a complex procedure with deep experiences encompassing
physiological, psychological and social aspects. Health-care professionals
documentation of expressions of decreased wellbeing related to open heart
surgery is an important basis for decisions and for the understanding of patients
overall health situation.
Method Eighty medical records were examined by means of qualitative and
quantitative methods in order to explore documentation of patient wellbeing at
four points in time. The analysis was performed by content analysis and
descriptive statistics.
Results Documentation of physical wellbeing was dominant on all occasions,
while psychological wellbeing was moderately well documented and social
aspects of wellbeing were rarely documented.
Conclusion The medical records did not adequately reflect the complexity of
undergoing open heart surgery. Hence the holistic approach was not confirmed in
health-care professionals documentation.
Implications for nursing management Managers need to support and work for a
patient-centred approach in cardiac care, resulting in patient documentation that
reflects patient wellbeing as a whole.
Keywords: documentation, healthcare professionals, open heart surgery, wellbeing
Accepted for publication: 15 June 2012
Introduction
Open heart surgery (OHS) by means of coronary
artery bypass grafting or heart valve replacement is a
112
information. Based on videotaped patient consultations, Langewitz et al. (2009) reported that physicians
documented little about psychosocial circumstances
even when patients revealed such information. It was
assumed that the physicians themselves judged what
was relevant, as there was no evidence that physicians
sought feedback from patients on whether or not they
were satisfied with the way in which their information
had been documented. This corresponds to the statement that in the records, the patients description of
experienced symptoms is less important than measurable signs (Swedberg 2010). According to Swedberg
(2010), this reflects the lack of a patient-centred
approach to health care. Laitinen et al. (2010) also
concluded that although nurses documentation was
generally relevant, it was only partially patient-centred. This leads to questions about whether medical
records reflect the complexity of undergoing OHS.
There is limited research on documentation prepared
by HCPs as a multi-professional group in a cardiac
care context. Therefore, the aim of this study was to
explore HCPs documentation of patient wellbeing in
the first 5 months after OHS.
Method
Study design, sample and data collection
The study is a retrospective medical record review
performed with both qualitative and quantitative
methods. The Research Ethics Committee, Sahlgrenska
Academy, University of Gothenburg, Gothenburg,
Sweden, approved the study in 2008 in the form of an
addendum to previous ethical approvals (T653-08 Ad
408-01, S566-03). Eighty records of patients
O
recruited for another study reported elsewhere, who
underwent OHS during the period January 2002 to
October 2003 (Table 1) were examined in order to
explore documentation of patient wellbeing performed
by physicians, nurses, physiotherapists and medical
social workers. The study comprises documentation at
four points in time: the hospital stay after surgery,
two planned cheque-up visits (5 weeks and 5 months
after surgery in accordance with the ordinary routines
after OHS) and various contacts with the hospital during the 5 months after surgery, including rehospitalisation, and phone calls as well as planned meetings with
the medical social worker.
The electronic record system employed at the hospital was based on keywords in order to make it easy to
read and find information. A prefix in the form of a
character (for example N for nurse) was tailored to
113
Table 1
Characteristics of patients who underwent open heart surgery
(n = 80)
Characteristic
Age (years mean, range)
Male gender (number,%)
Married or cohabiting (number,%)
Retired or semi-retired (number,%)
Working full or part time (number,%)
Surgery
Coronary artery bypass grafting (number,%)
Heart valve replacement (number,%)
Surgical complications (number,%)
History
Smoking (number,%)
Myocardial infarction (number,%)
Hypertension (number,%)
Diabetes (number,%)
Stroke (number,%)
64
67
66
56
27
(4075)
(84)
(82)
(70)
(34)
78 (98)
6 (8)
21 (28)
11
40
45
11
5
(14)
(50)
(56)
(14)
(6)
Data analysis
Hard copies of the records were used as a basis for
the review. The analysis was performed by means of a
directed content analysis comprising two steps: a qualitative analysis and a quantitative analysis (Hsieh &
Shannon 2005). This mixed method design was used
in order to expand and enrich understanding of the
results (Morse & Niehaus 2009).
Table 2
Model of health dimensions by Sarvimaki and Stenbock-Hult
(1989)
Dimensions
Definitions
Comprises various
systems that preserve
life processes
The spiritualexistential
dimension
The socio-cultural dimension
Comprises affections,
emotions and mood
Comprises individuals
perceptions of
themselves as well as
own and other
peoples needs and
feelings
Comprises a persons
norms, ideals and
values
Comprises a persons
expressions of the
self as part of a
social and cultural
context
Results
The qualitative content of the physical, physical
psychological, psychological and social dimension categories is described below. The quantitative results are
presented numerically in Table 3 and discussed at the
end of this section.
Table 3
Health-care professionals documentation of patient health and wellbeing over time after open heart surgery (n = 80)
Categories
Subcategories
Ability to be active*
General feeling of
being ill
Breathing
Appetite
Bowel movement,
micturition
Symptom of discomfort
Healing of wounds
Pain
Swelling
Lifestylek
Sleep
Tiredness
Wellbeing**
Mental orientation
Reaction
Mood
Need for care
Challenges in
social lifekk
The physicalpsychological
dimension
Hospital stay
after surgery (%)
76 (95)
18 (23)
44 (55)
2 (3)
9 (12)
1 (1)
15 (18)
16 (20)
46 (58)
17 (21)
39 (44)
30 (38)
1 (1)
6 (8)
3 (4)
0 (0)
2 (3)
15 (19)
16 (20)
9 (11)
34
78
74
15
6
29
26
65
39
18
13
2
3
18
65
51
10
24
8
8
59
1
6
13
0
2
(43)
(98)
(93)
(19)
(8)
(36)
(33)
(81)
(41)
(23)
(16)
(3)
(4)
(23)
(81)
(64)
(13)
(30)
(9)
(9)
(74)
(1)
(8)
(16)
(0)
(3)
Examination
5 months
after surgery (%)
Additional
contact during
the 5 months
after surgery (%)
Examination
5 weeks
after surgery (%)
17
2
27
0
27
1
3
62
3
3
7
0
0
(21)
(3)
(34)
(0)
(34)
(1)
(4)
(78)
(4)
(4)
(9)
(0)
(0)
25
17
28
7
5
15
11
20
7
12
10
2
3
(31)
(21)
(35)
(9)
(6)
(19)
(14)
(25)
(9)
(15)
(13)
(3)
(4)
*Activities of daily life, physical training and pursuit of interests; fever, shivering and faintness; shortness of breath and coughing; feeling
sick and unsteady, palpitations, numbness clicking in the chest; angina, pain located in the chest or elsewhere; keating habits, weight,
smoking and alcohol use; **used as an overall concept; awareness of themself, time and place, remembering and concentration; yearning, tearfulness, unhappiness, irritability and existential thoughts; depressed mood, anxiety and listlessness; the need for home-help
service; kkresponsibility for children or an ill relative, communication problems in the relationship with family members, lack of capacity for
social activities.
Discussion
This study reveals that the health dimension model (Sarvimaki & Stenbock-Hult 1989) was suitable for describing documentation on patient wellbeing in connection
with OHS when the combined category the physical
psychological dimension was added. The analysis visualised an obvious imbalance between the different dimensions. Documentation of physical wellbeing dominated
at all points in time, while psychological wellbeing was
moderately documented and social aspects of wellbeing
were rarely documented. The focus on physical status in
connection with OHS may appear natural as well as
expected; nevertheless, such an imbalance between the
dimensions is inconsistent with a holistic perspective on
health and can have a negative impact on the outcome
for the patients. Decreased psychological wellbeing was,
for example, revealed in a previous study on the same
study population as in the current study, in the form of
mild to moderate depressed mood (the Montgomery
sberg Depression Self rating Scale 730) in 52% of
A
the patients at 5 weeks, and/or at 5 months as well as
3 years after OHS (Karlsson et al. 2008).
The repeated reading of the patient records generated
reflections about linguistic style and how to understand
the terms used, as well as the preferential right of interpretation. The electronic record system employed at the
hospital was based on keywords in order to make it
easy to find and read information. Nevertheless, the use
and interpretation of the keywords varied remarkably
within as well as between professional groups. Written
information is taken for granted despite the fact that it
can be interpreted in various ways according to differences in perspective and conceptualization among cooperating HCPs (Mead & Bower 2000). One example
from the material studied is the documentation of wellbeing. It was frequently used in comments such as feeling well, going home or not feeling quite well but
without further explanation. In addition to uncertainty
about whether such documentation reflects the patients
wellbeing as a whole or only a limited aspect of it, this
telegraphic style in the form of uncompleted sentences
makes it unclear whether the opinion documented is
that of the patient or the HCP. Although there were
also good examples of documentation that clearly built
on a dialogue between patient and HCP, it was often
impossible to distinguish the patients voice in the
form of expressed feelings, thoughts and experiences.
The same kind of linguistic vagueness has been reported
in previous studies (Tornvall et al. 2004, Laitinen et al.
2010). Such vagueness cannot be eliminated by using standardised terms. According to Adamsen and Tewes (2000),
117
such terms will not ensure improved quality of documentation. The patient perspective must also be included here.
As mentioned above, the psychological aspects of
OHS were moderately documented, although it is well
known that depressive symptoms are associated with
increased risk of mortality and new cardiac events as
well as lower physical and emotional functioning,
adherence to prescribed medication and life-style recommendations (Doering et al. 2005, Mallik et al.
2005, Rumsfeld & Ho 2005, Wellenius et al. 2008).
It has been argued that HCPs in somatic care have difficulties recognising such symptoms because of a lack
of experience (Rumsfeld & Ho 2005, Ziegelstein et al.
2005). The present study was unable to verify this
assumption, although it was observed that when a
HCP had documented depressive symptoms, this information was repeated in other HCPs documentation
without obvious consideration. Karlsson et al. (2010)
reported that HCPs found it easier to recognise anxiety than depressed mood after OHS. In the present
study we emphasise the complex interplay between
body and psyche by adding a mixed category the
physicalpsychological dimension. A weight problem,
for example, has to be understood as something more
than a measurable physical problem. To resolve it,
one also has to focus on its psychological dimension
by means of emotional and intellectual reasoning.
Documentation of social circumstances was sparse,
which corresponds with the findings reported by Laitinen et al. (2010). In contrast to Laitinen et al. (2010),
the present study only reported communicated social
circumstances and not passive comments about
patients having visits, as the latter add little information about the relationship with relatives and their
ability to be supportive. The importance of social support and family relationships for patient wellbeing in
connection with OHS (e.g. occurrence of chest pain
and depressed mood) has been recognised for many
years (Karlsson et al. 1999, Okkonen & Vanhanen
2006). There must be an explanation for the paucity of
documentation other than the patients short hospital
stay after surgery and the high workload on the wards.
The most plausible answer seems to be that, as long as
holistic thinking is not the main approach of HCPs,
there will be a gap between knowing and doing,
research and practise and patients will pay the price.
The quantitative result raises questions about why
documentation about, for example, sleep, bowel
movement, tiredness and breathing does not occur
routinely in all records during the hospital stay after
surgery. Were such aspects of wellbeing discussed with
all patients but only noted by some HCPs when there
118
Limitations
This study focused on HCPs documentation of wellbeing in patients following OHS. Both qualitative and
quantitative methods were employed in order to better
understand the phenomenon. The independent reading
and coding performed by two of the researchers
strengthens the trustworthiness of the study, and the
reasonableness of the results was evaluated by the
interdisciplinary research group. However, one limitation might be our decision to analyse the HCPs documentation as a whole, thus perhaps overlooking
interesting differences between professional categories.
However, in this study the main interest was the documentation of wellbeing per se, irrespective of profession. Another limitation is that a record review cannot
fully reflect the care provided, or the character of the
complex interplay between a patient and an HCP.
Nevertheless, a record review both directly and indirectly reflects much of the HCPs approach to and perspectives on patient health and wellbeing. Finally, the
currency of the data might be questioned. This study
ends our research on this study population, and
9 years have passed since the recruitment was finished.
However, very little has changed in cardiac care when
it comes to documentation of patient wellbeing as a
multi-dimensional concept, which justifies the study
and strengthens the urgency of its message.
Conclusion
The documentation in the medical records did not
adequately reflect the complexity of undergoing OHS.
The HCPs documented physical, psychological and
social aspects of wellbeing in patients in connection with
OHS, where physical aspects were clearly dominant.
Hence, holistic thinking, which is associated with
2012 Blackwell Publishing Ltd
Journal of Nursing Management, 2013, 21, 112120
Sources of funding
The Research board at Varberg Hospital, Varberg,
supported the study.
Ethical approval
The Research Ethics Committee, Sahlgrenska Academy, University of Gothenburg, Gothenburg, Sweden
T653-08 Ad 408-01, S566-03.
Acknowledgements
We thank Folke Karlsson at FK Data for building and maintaining the data base. This study was supported by the
Research board at Varberg Hospital.
2012 Blackwell Publishing Ltd
Journal of Nursing Management, 2013, 21, 112120
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