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Peritoneal Dialysis: Strategies to Maintain Competency for Acute and Extended Care Nurses
Jeannine Farina, MSN, RN, is
a Clinical Educator, Baxter Healthcare Corporation, Monroeville, PA,
and is a Member of ANNA’s Peritoneal Special Interest Group and the
Three Rivers Chapter of ANNA.
One
of the benefits for individuals choosing peritoneal dialysis (PD) as
their renal replacement therapy is that they remain in their home
setting. Unfortunately, there are times when a patient on PD requires
specialized care outside of the home, such as in a hospital,
rehabilitation facility, or nursing home (Lijten, 2006). Since
the current United States PD population is approximately only 25,000
(United States Renal Data System [USRDS], 2007), this can result in
minimal exposure to patients on PD for acute/extended care facility
(AECF) nurses who work in these settings.
In order for patients on PD to have consistent care, the outpatient PD
facility needs to assume responsibility in creating a partnership with
the AECF (Prowant, Nolph, Ponferrada, Khanna, & Twardowski,
1999). A consulting relationship between the two entities should
result in a seamless transition from home to the AECF, and hopefully,
back home again. Two-way communication is the key to success.
The goals during the AECF stay should include providing safe and
effective PD and preventing infections. Meeting the dialysis
prescription is essential along with maintaining the volume status of
the patient.
Ideally, admittance should be to an AECF accustomed to caring for
patients undergoing PD (Bender, Bernardini, & Piraino, 2006). This,
however, is not always an option.
Reasons for Lack of PD Experience and Knowledge
The AECF nursing staff can lack experience with patients on PD because:
- There
can be many referring hospitals within a given location providing a
variety of services competing for the small number of patients
potentially needing PD.
- Many
nurses are not exposed to PD during their nursing education and are not
familiar with the concepts specific to the care of a patient with
kidney failure (Lijten, 2006).
- Facilities
are dealing with nursing shortages, high staff turnover (Gunn,
Vasquez-Villagram, & Bird, 2006), and a large pool of nurses with
little or no PD experience to provide training to new staff members.
- When
the PD patient population is small within a given geographic location,
an AECF may not be able to devote a dedicated floor specific to renal
patients.
- With
improvement in outcomes, fewer patients on PD are being hospitalized
(USRDS, 2007), further limiting exposure to the modality for AECF
nurses.
Even
if the AECF staff members have had some experience in performing PD
exchanges, there can still be problems performing PD. There are two
different ways PD can be performed. The first is the manual form,
continuous ambulatory peritoneal dialysis (CAPD), usually performed
four to five times a day. The second type is automated peritoneal
dialysis (APD), which uses a cycler machine throughout the night while
the patient sleeps. CAPD and APD require different equipment and
supplies.
In the United States, there are currently two manufacturers of PD
products. Confusion can exist when the AECF is using one manufacturer’s
supplies and the patient is using another in the home setting, or if
both products are available to the AECF staff but they are not
accustomed to using both. These products are not compatible or
interchangeable and require distinct supplies in order to perform the
treatment. Adapters/connectors are available from manufacturers that
can be applied to the patient’s transfer set to convert from one
product to another.
If the volume of patient referrals for APD to an AECF is low and
infrequent, patients on PD should be converted to CAPD when admitted to
promote safe and accurate patient care. Staff members can learn CAPD in
minutes versus an hour or more with APD. CAPD does not require a
machine, and fewer supplies need to be ordered/stocked.
Problem Identification
Outpatient
PD staff need to determine if a problem exists within an AECF. An
assessment can consist of querying patients about any issues specific
to PD during recent admissions. Often, patients will tell PD staff if
AECF nurses were not following the appropriate procedures (for example,
not washing their hands prior to an exchange or not wearing a mask).
Often, the PD staff becomes aware there is a problem because:
- Patients on PD will voluntarily comment about issues without being asked by the PD staff.
- Patients on PD acquire exit site infections and/or peritonitis while in an ACEF.
- The PD staff receives frequent calls from the AECF with questions about PD.
- The nephrologist discusses concerns about the care of a patient undergoing PD with the PD staff when the patient is in an AECF.
Developing a Partnership To
try and correct a problem once it has been identified, an advocate
should be sought. While it might seem desirable to have an advocate in
place in advance, the AECF staff may not be receptive to or retain
information presented when it is not on a “need to know” basis.
Identifying an advocate within the AECF facility where there may be
concerns may facilitate the potential for successful problem
resolution. An internal advocate enhances staff comfort with any
proposed changes, taking advantage of the existing, established
relationships. The advocate should have a vested interest in improving
outcomes. Potential advocates include the nurse/staff educator,
director of nursing, nursing administrator, nurse manager, assistant
manager, charge nurse, clinical nurse specialist, clinical leader, or
the referring nephrologist. In some circumstances, the advocate
initiates the call to PD staff to seek resolution/assistance.
The nephrologist can significantly influence the facility
administration, such as seeking designation of a nursing unit to which
patients on PD are admitted. Nephrologists with a large referral base
of patients to an AECF may be more influential in achieving this.
Once there is an established facility advocate, a needs assessment
should be performed. The documented issues/concerns should be reviewed
from both the AECF perspective and the PD facility to establish
“buy-in” from the AECF. A strategy can then be developed to correct the
problem. The strategy needs to be positive and realistic while meeting
the needs of the patient on PD and staff. Depending upon the size of
the facility, it may be unrealistic to expect that all appropriate
staff will be trained and remain competent in performing PD. A more
achievable goal may be to train a few dedicated staff members who can
then train the rest of the staff as needed.
The facility advocate may want to involve other team members to
facilitate “buy in,” such as the staff educator if the advocate is a
nurse manager. It is important to get a consensus with the nursing
staff that the need exists for staff to learn how to correctly perform
PD (Meddy, 1995). Without agreement from staff, the problem will
not be corrected.
Training the Trainer
It is impractical for the PD facility to train the entire AECF staff to
perform PD due to the time commitment that would be required from both
facilities. It is also not realistic to expect AECF staff to maintain
their competencies when they have infrequent opportunities to perform
PD exchanges.
One approach that can be effective is the concept of “Train the
Trainer.” This consists of training specific staff members (for
example, those interested in learning PD), mentors, team leaders,
trainers, staff educators, staff members participating in a clinical
ladder program, or those on the nursing unit where the majority of
patients on PD are admitted. This author’s experience has suggested
that these particular staff members are usually less inclined to leave
the facility. The trainers receive specific education related to PD and
then train the rest of the staff in their clinical area. They became
the resident experts about PD.
A formal, theoretical class on PD basics and a hands-on workshop
specific to treatment administration can be offered to trainers to
promote staff comfort. It is important, however, to keep educational
offerings simple and realistic within the facility setting. When
planning the educational offering, it is important to consider the
minimal information staff need to become comfortable and confident to
care for a patient on PD. Table 1 provides typical “Train the Trainer”
topics for theory and workshop sessions. Additional topics can be
covered based on discussions with the facility advocate. PD facility
staff should assist the AECF in developing policies and procedures for
PD to help ensure the consistency of care patients on PD receive. PD
staff should collaborate with the AECF facility advocate to determine
how much time is needed to address the content for trainers. An hour is
usually not enough time to cover the topics. Since the entire nursing
staff is not being trained, but rather a dedicated few trainers, this
will usually allow the AECF work scheduler to allocate staff time away
from patient care for the education. The ACEF facility advocate can
work with the administration to determine scheduling and compensation
for staff training.
Communication Ongoing
communication is necessary to ensure success within AECFs (Gunn et al.,
2006). A contact person, such as the facility advocate, should be
identified within the AECF to work with the PD facility. Issues as well
as educational needs can be identified after the completion of the
training. The AECF can be kept up to date on new PD products and
procedures specific to patients being admitted. The PD facility should
establish the expectation of being contacted when a patient on PD is
admitted and when the patient is being discharged. Discharge planning
can be reviewed between the AECF and the PD facility as needed.
The AECF should be provided with the PD facility work phone number and
the phone numbers of the attending nephrologists. Procedures for
addressing after-hours problems should be identified and appropriate
contact information provided.
Another option would be the creation of a PD admission information
sheet for AECF staff. The information sheet presents the same
information mentioned above in addition to indepth details specific to
the facility and the patient. Items could include what type of PD the
patient is performing (CAPD or APD), the name of the PD product
manufacturer, and current dialysis prescription (see Table 2). The PD
facility would provide the information sheet to patients with
instructions to bring it when admitted to an AECF. A review process
should be in place to evaluate how well the processes are functioning
based upon experiences, data, and feedback from patients. The ultimate
goal would be to ensure the best possible patient outcomes using this
quality improvement process.
The PD facility should review which PD product manufacturer used by
patients. In addition, the following manufacturer-specific information
should be provided to the AECF:
- Name and phone number of the local PD manfacturer sales person.
- Phone number to place a PD manufacturer order.
- After hours/weekend/holiday delivery policy.
- Cycler equipment support phone number.
- The PD product manufacturer’s Web site address.
The
AECF should be encouraged to use the same PD product manufacturer that
the PD facility uses to minimize confusion. A recommended extra step
would be for PD staff to contact the local sales person about making an
appointment to meet with the AECF to review the above in detail.
A collaborative approach to provide consistent care for the patient on
PD should include the sharing and reviewing of current policies and
procedures between the facilities. In addition, the creation of a
reference guide to answer the most frequent type of questions when
caring for patients undergoing PD can be beneficial (Pickering &
Lewis, 1995). Responsibilities/expectations of the AECF and the PD
facility should be reviewed. When working with a facility, a written
contract specific to patients on PD in the long-term care setting can
be helpful (Lijten, 2006). Special considerations for long-term care
include:
- How often the patient will be seen in the PD facility.
- Who will order the PD supplies.
- Who are the contact staff for questions within both facilities (for example, billing issues).
To
maximize AECF nursing resources, the nephrologist should be encouraged,
if possible, to refer patients to a facility with an established
relationship (Neri, Viglino, Cappelletti, Gandolfo, & Barbieri,
2004). The more experience AECF staff have with patients treated with
PD, the more it is likely to accept these patients in the future. This
can decrease the amount of time PD nurses have to spend educating
additional facilities.
Resources
There are a variety of resources available to help in the training and
continuing education of the AECF nursing staff. The facility advocate
should be made aware of the American Nephrology Nurses’ Association’s
(ANNA) Web site, www.annanurse.org, as a reference to find further
information specific to nephrology nursing and caring for the patient
on PD. The Peritoneal Dialysis Nurse Resource Guide, developed by
ANNA’s PD Special Interest Group (ANNA, 2003), is available in a .pdf
format for downloading from the Web site at no cost. This resource
guide is divided into categories specific to the care of patients on PD
and lists references along with information about where to obtain the
resource. The Nephrology Nursing Journal published a monograph on PD in
September 2004. This publication, developed by the ANNA PD Special
Interest Group, addressed many facets of PD and would be extremely
useful for the facility as resource for staff. The AECF may wish to
post PD policies and procedures on their intranet site, if available
(Smolen, 2002).
Resources are available from PD product manufacturers as well as from
various organizations for both professional staff and patients (see
Table 3). Materials can be obtained through Web sites, as well as and
contacting the manufacturers or organizations, including videos in
multiple formats as well as written information (see Table 4). AECF
issues/concerns that have been uncovered should be discussed with the
PD product manufacturer support team. A determination can be made if
the manufacturer can provide additional assistance in training of AECF
nursing staff.
Maintaining Competency PD
staff should determine with the AECF advocate how often training with
AECF staff will be performed (Pickering & Lewis, 1995; Smolen,
2002). A minimum of yearly competency training with the trainers is
recommended. The competency evaluation should consist of the same
topics presented during the workshop session. A written test related to
PD theoretical concepts could be incorporated on an annual basis. The
PD staff should assess the need for additional educational support
materials (posters, videos, procedure guides, etc.) for the AECF staff
and provide them as needed. The need for repeating the “train the
trainer” class and workshop should be evaluated periodically, depending
upon staff turnover and the frequency of caring for patients on PD.
Once the initial ”train the trainer” class is completed, PD staff can
encourage the AECF advocate to allow trainers to present inservice
education to other nursing staff members as soon as possible. This will
boost the trainers’ confidence with PD procedures and may minimize the
time for PD staff to remain involved.
Conclusion Continuous
communication between the PD facility and the AECF facility advocate
will ensure a smooth transition for the patient on PD, decrease the
potential for complications to occur, and promote positive patient
outcomes.
References American Nephrology Nurses’ Assocation (ANNA). (2003). Peritoneal dialysis nurse resource guide. Pitman, NJ: Author.
Bender, F. H., Bernardini, J., & Piraino, B. (2006). Prevention of
infectious complications in peritoneal dialysis: Best demonstrated
practices. Kidney International, 70, S44-S54.
Gunn, J., Vasquez-Villagram, J., & Bird, S. (2006). A successful
extended-care facility CAPD experience [Abstract]. Peritoneal Dialysis
International, 26(Suppl. 1), S41.
Lijten, I. (2006). Successful training of nurses’ team in a nursing
home in one day [Abstract]. Peritoneal Dialysis International,
26(Suppl. 1), S46.
Meddy, J. (1995). Developing a peritoneal dialysis unit in a
long-term care setting. Dialysis & Transplantation, 24(2), 62-68,
90.
Neri, L., Viglino, G., Cappelletti, A., Gandoflo, C., & Barbieri,
S. (2004). Reduction in PD dropout caused by lack of assistance
[Abstract]. Peritoneal Dialysis International, 24(Suppl. 1), S22.
Pickering, K., & Lewis, N. (1995). Developing renal competency for
medical-surgical nurses [Abstract]. Peritoneal Dialysis International,
15(Suppl. 1), S74.
Prowant, B.F., Nolph, K., Ponferrada, L., Khanna, R., & Twardowski
Z.J. (1999). Quality in peritoneal dialysis: Achieving improving
outcomes. In L.W. Henderson & R.S. Thurma (Eds.), Quality assurance
in dialysis (2nd ed., pp. 230-231). Dordrecht, The Netherlands: Kluwer
Academic Publishers.
Smolen, D. (2002). Preventing infections in the hospitalized peritoneal
dialysis patient [Abstract]. Peritoneal Dialysis International,
22(Suppl. 1), S49.
United States Renal Data System (USRDS). (2007). USRDS 2007 annual data
report: Atlas of end-stage renal disease in the United States.
Bethesda, MD: National Institute of Health, National Institute of
Diabetes and Digestive and Kidney Disease. Division of Kidney, Urologic
and Hematologic Diseases. Retrieved November 6, 2007, from http://
www.usrds.org/atlas.htm.
| The Practice Issues in Nephrology Nursing department
focuses on issues identified by ANNA's Special Interest Groups. Address
correspondence to: Karen Robbins, Associate Editor, through the
Nephrology Nursing Journal; East Holly Avenue/Box 56; Pitman NJ
08071-0056; (856) 256-2320, or by emailing her at kcr_nnj@yahoo.com.
The opinions and assertions contained herein are the private views of
the contributors and do not necessarily reflect the views of the
American Nephrology Nurses' Association. |
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