PERCEIVED CAUSES OF CONFLICT AND METHODS OF CONFLICT RESOLUTION AMONG NURSES IN NIGERIAN HOSPITALS

Oseni Rukayat1, Ekpoanwan Esienumoh2, Fakeye Grace 3, Emmanson Emmanson 3*

 

  1. Sacred Heart College of Nursing Sciences - Lantoro Abeokuta, Ogun State, Nigeria
  2. Department of Nursing Sciences, University of Uyo, Akwa Ibom State, Nigeria
  3. Department of Human Anatomy, University of Cross River State, Nigeria

* Corresponding Author: Emmanson Emmanson, Department of Human Anatomy, University of Cross River University State, Nigeria. E-mail: emmansonemmanson35@gmail.com

 

Cite this article

 

ABSTRACT

Introduction: Inherent in every relationship irrespective of number of people involved is the tendency for conflict to occur, either at the intrapersonal, interpersonal, intra-professional or inter-professional level with positive or negative outcome depending on effective resolution of the conflict and the time of resolving it. Conflict has been known to bring about improved relationship, increased cohesiveness, improved communication and productivity when handled and resolved timely. The aims of the study are to identify perceived causes of workplace conflict among nurses and the resolution methods they employ.

Materials and Methods: A cross-sectional research design was used for the study. The sample was 90 nurses on permanent appointment with the hospital drawn using convenient sampling technique. Instruments were validated Rahim Organizational Conflict Inventory (ROCI II) and structured questionnaire on causes of conflicts adapted from Mukeshimana and Asingzwe (2016). Data were analyzed using descriptive statistics of frequencies and percentages and chi-square inferential statistics for causes and resolution methods for conflict at 0.05 level of significance.

Results: The outcome of the study revealed that majority of the respondents are registered nurses and registered midwives only 64 (71.1%), 66 (73.3%) were NO I or NO II; only 8 (8.9%) had Masters or higher education. Injustice (95.6%), unreasonable patient and relative expectation (93.3%), and lack of respect from other health professionals and unequal workload and work schedule (91.1% each) were identified as major causes of workplace conflict. Most prominent method of conflict resolution identified was collaboration (x = 69).

Conclusion: In conclusion, institution should organize training and retraining of nurses regularly, employ more nurses to prevent burnout and job dissatisfaction that can lead to conflict.

Keywords: Collaboration, Workplace conflict, Conflict resolution, Injustice, Nurses

 

INTRODUCTION

Conflict according to Ronquillo et al. (2023) [11], is the disagreement or difference of opinions between or among individuals which could involve conflicting group or team goals versus individual member’s agendas, insights, or goals which could be potentially harmful to the organization, however, conflict could be positive, promote team-building skills, critical thinking, and bring up new ideas when effectively managed by a competent leader.

Organizational conflict has been known to be an actual or perceived divergent opinion by opposing members of the organization which could involve values, interests, and needs. Opposing members could be individuals on horizontal line of management, or vertical line of management; irrespective of the cause the consequence is usually the same – reduced productivity if the conflict is not resolved early and appropriately (Awan & Saeed, 2015) [3].

Conflict is a part of interpersonal relations and is unfortunately unavoidable and a part of our daily life. For most people, conflict is often threatening and stressful, however conflict can result in the individual or organization discussion of differences that lead to creative solutions, accelerates change in an organization, especially in small businesses, where it is easy to formulate and implement new policies (Ronquillo et al. 2025) [12]. Ronquillo et al. 2025, continued that conflict prompts modification of policies and operation procedures in the organization. In cases of extreme conflict, the organization may conduct a complete overhaul of its leadership, bringing in managers with fresh ideas. According to Awan & Saeed (2015) [3], any threat to the harmony of the organization resulting in conflict sometimes may ultimately impacts negatively on the organization efficiency. Furthermore, where individual and organizational interest conflicts; when people working in an organization cannot maintain a work environment of harmony especially between the manager and subordinate then organizational efficiency, organizational progress cannot be achieved.

According to Oresanjo (2015) [8], conflict is widespread in human societies, meaning that it cannot be ruled out in any human organization, be it schools and colleges, business firms or even social clubs etc. He stated further that conflict is bound to occur because every individual is dependent on other individuals in the organization and once there is interaction, therefore, conflict cannot be ruled out. He maintained that conflict is seen as both disruptive force within an organization and primary source of individual stress. However, it is not entirely destructive. The goal of an organization should be how to control conflict in order not to degenerate into crisis rather than eliminating it.

Every organization is faced with one conflict or the other at a point in the organizational cycle especially when members of the organization perceived or believed that their interest or goal may be jeopardized and not achieved as the organization is progressing. According to Smiley (2010) [13]; Adeyemi and Aigbavboa (2022) [1], managing conflict or conflict resolution is one of the paramount skills that managers must be trained on and must be maintained to ensure organizational efficiency.

Most of the time organizational conflict occur as a result of unhealthy working environment, poor management with some staff being overloaded with work and some other staff are viewed as being redundant this may be consequent to poor organization structure or restructuring; unfair treatment which may be perceived or actual; there may be no clear-cut definition of job roles or job specification. The major causes being poor communication among members of the organization; favouritism with some being promoted while others are not promoted, jealousy and struggle for power have also been identified by different researchers as causes of conflict.

Workplace violence experienced by healthcare teams especially nurse seems to be due to lack of satisfying conflict resolution or when patient and their relations feel their needs are not being met. This problem has been reported repeatedly in most hospitals in Nigeria (Ogbonnaya et al., 2023) [6] same was experienced recently in Sacred Heart Hospital, Lantoro. The need for effective conflict resolution by nurses to prevent escalation of conflict prompted the interest for this study. From literature reviewed by the researcher it was discovered that there is paucity of research work conducted on causes of conflict and the methods of conflict resolution among nurses, between the nurse and other health care professionals; nurses and patient and/or patient’s relations.

This research assessed the causes of workplace conflict among nurses in Sacred Heart Hospital, Lantoro, Abeokuta, Ogun state and methods of conflict resolutions utilized by them.

 

MATERIALS AND METHODS

Study Population

This was a descriptive cross-sectional study conducted among clinical nurses at Sacred Heart Hospital, Lantoro, Nigeria, between September 2021 and August 2022, with final data analysis completed by December 2022.

The study targeted registered nurses currently working in the hospital across different clinical departments and nursing cadres. Nurses were selected from inpatient and outpatient units based on their availability and consent to participate.

The study protocol matched the Declaration of Helsinki ethical guidelines for clinical studies, and it was approved by the Technical Scientific Committee of Sacred Heart Hospital, Lantoro, with approval letter dated September 15, 2021, ref: SHH/EC/EA/05/09/21. All participants were informed and signed their informed consent.

 

Inclusion criteria

  • Registered nurses licensed by the Nursing and Midwifery Council of Nigeria
  • Minimum of 2 years of clinical experience
  • Willingness to give informed consent and participate voluntarily

 

Exclusion criteria

  • Nurses on annual leave, sick leave, or study leave during the study period
  • Nurses who declined to provide informed consent.

 

Instrument

This study utilized a common instrument—the Rahim Organizational Conflict Inventory–II (ROCI–II) created by Rahim (1983)—to assess conflict management styles among nurses. Specifically, Forms A, B, and C of the ROCI-II with 28 items each were used to assess conflict resolution styles when dealing with supervisors (Form A), subordinates (Form B), and peers (Form C). The instrument assesses five conflict management styles: Integrating (Collaborating), Obliging (Accommodating), Dominating (Competing), Avoiding, and Compromising.

All of the items on the ROCI-II are measured on a 5-point Likert scale, from 1 = Strongly Disagree to 5 = Strongly Agree. The 28 items on each of the two forms are arrayed into five subscales that correspond to the five conflict resolution styles. The item classification into each style is as follows:

1) Integrating (Collaborating) – 7 items, 2) Obliging (Accommodating) – 6 items, 3) Dominating (Competing) – 5 items, 4) Avoiding – 6 items, 5) Compromising – 4 items.

In addition, an adapted version of the Causes of Conflict Questionnaire by Mukeshimana and Asingzwe (2016) [5] was employed to assess potential causes of conflict in the workplace. The adapted instrument included structured items designed to bring out nurses' views of interpersonal, organizational, and communication-related causes of conflict. The items also received scores on a 5-point Likert scale ranging from 1 = Strongly Disagree to 5 = Strongly Agree. To ensure content validity, the instruments were reviewed by nursing science and educational measurement and evaluation specialists. They checked the items for consistency, relevance, and clarity with the initial instruments. Minor modifications were effected to improve the appropriateness and readability of the questionnaire items to the study environment from their inputs. The final instrument retained the fundamental constructs and design of the initial instruments.

 

Statistical Analysis

Data obtained were analyzed based on objectives and hypotheses. Socio-demographic data was analyzed using descriptive statistics and presented on a percentage and frequency table.

The non-parametric Friedman test was used for testing the differences between three or more dependent variables. If the Friedman test was positive (P<0.05), the post hoc Wilcoxon signed-rank test was used for pairwise comparison. The chi-square test or Fisher's exact test were performed to assess significant differences in proportions or percentages between two independent variables. Fisher's exact test was used when the chi-square test was found to be inappropriate. Causes and Methods of conflict were analyzed using SPSS version 20 and presented with tables. All the hypotheses were tested with a significance level of 0.05.

 

RESULTS

Ninety-six copies of the questionnaire were distributed to sample selected for the study but only 90 copies (93.8%) of returned questionnaire were completely filled and met the criteria for analysis. Therefore, 90 copies of the questionnaire were analyzed.

Characteristics % (n)
Gender
Female 95.6% (86)
Male 4.4% (4)
Religion
Christian 93.3% (84)
Islam 6.7% (6)
Marital status
Single 51.1% (46)
Married 42.2% (38)
Divorced 4.4% (4)
Widow 2.2% (2)
Level of education
RN/RM 71.1% (64)
BNSc 20.0% (18)
≥MSc 8.9% (8)
Cadre
NO I – NO II 73.3% (66)
SNO - PNO 11.1% (10)
ACNO - ADN 15.6% (14)
Grade level
Below 13 73.3% (66)
13 - 15 22.2% (20)
16 and above 4.4% (4)

Table 1. General characteristics of the sample.

Table 1 shows that more female nurses 86 (95.6%) than male nurses 4 (4.4%) participated in the study. A majority of the respondents are Christians 84 (93.3%). About half of the respondents are single 46 (51.1%), while widows are 2 (2.2%). A majority of the respondents are RN/RM only 64 (71.1%); only 8 (8.9%) had Master’s or higher education. For the cadre, more than half 66 (73.3%) are NO I or NO II. Similarly, 66 (73.3%) are below grade level 13, followed by those on grade level 13 – 15 with 20 (22.2%).

Causes Agree % (n) Disagree % (n)
Distrust 88.9% (80) 11.1% (10)
Refusal to take orders from doctor 64.4% (58) 35.6% (32)
Doctors consider themselves as superior 80.0% (72) 20.0% (18)
Lack of respect from other health professionals 91.1% (82) 8.9% (8)
Different level of education 77.8% (70) 22.2% (20)
Conflict of interest and absence of procedure and strategies 80.0% (72) 20.0% (18)
Lack of respect and lack of attention to patient 71.1% (64) 28.9% (26)
Being insulted by the doctor before patient 82.2% (74) 17.8% (16)
Order from a doctor which is out of the scope of my practice 75.6% (68) 24.4% (22)
Delay of the doctor to answer my call in emergency case 88.9% (80) 11.1% (10)
Injustice from some nurse managers 95.6% (86) 4.4% (4)
Favouritism 86.7% (78) 13.3% (12)
Unequal workload and work schedule 91.1% (82) 8.9% (8)
Unreasonable patient and relative expectation 93.3% (84) 6.7% (6)
Imbalance nurse-patient ratio 88.9% (80) 11.1% (10)

Table 2. Distribution of Respondent on Causes of Conflict (N = 90)

Table 2 shows that all the items identified constitute strong causes of conflict ranging between 58 (64.0%) and 86 (95.6%) out of 90, with refusal to take orders from doctors being the least count 58 (64.0%) while 86 (95.6%) of the respondents supported injustice from some nurse managers as the major cause of conflict in the hospital, followed by unreasonable patient and relative expectation (93.3%), unequal workload and lack of respect from other health professionals (91.1% each). Delay of the doctor to calls in emergency cases, imbalance nurse-patient ratio, and distrust were also significant causes of conflict with 88.9% respectively.

Figure 1: Percentage distribution of responses to method of conflict resolution utilized by nurses (N = 90). The figure shows the mean percentage values ​​and the standard deviations in brackets.

The figure above shows positive response to various methods of conflict resolution in the hospital. Form A depicts conflict resolution with subordinates, Form B depicts conflict resolution among colleagues, Form C depicts method of conflict resolution among superior. Average of the responses shows the overall average performance across board or of the three forms. It can be observed that most of the respondents discouraged the use of competing resolution with an average score of 38% while they supported the use of collaboration with an average score 69%. Accommodating, compromising and avoiding have equal percentages (average 52.0% each). Therefore, it can be deduced that majority of nurses utilize collaboration in conflict resolution (69.0%) while few nurses use competing (38.0%) in resolving conflict in Sacred Heart Hospital, Lantoro, Abeokuta.

Statistical analysis using the Friedman test (χ² = 92.15, df = 4, p < 0.001) confirmed a significant difference in method preference. Post hoc Wilcoxon signed-rank tests (Holm-corrected) showed that collaboration (median: 69.0) was significantly more used than competing (median: 38.0, p < 0.001), accommodating (median: 52.0, p = 0.003), and avoiding (median: 52.0, p = 0.005). Competing was also significantly less used than accommodating (median: 52.0, p = 0.007).

Table 3 presents a cross-tabulation of the respondents’ preferred methods for conflict resolution in relation to their demographic and professional characteristics, including gender, cadre, and level of education. This descriptive overview highlights distribution patterns across the five conflict resolution styles.

Characteristics Accommodating Avoiding Collaborating Competing Compromising Total
Gender
Male (n=4) 4 (100.0%) 100.0%
Female (n=86) 6 (7.1%) 20 (23.8%) 37 (42.9%) 4 (4.8%) 18 (21.4%) 100.0%
Cadre
NO II (n=24) 1 (4.2%) 4 (16.7%) 13 (54.2%) 1 (4.2%) 5 (20.8%) 100.0%
NO I (n=9) 1 (11.1%) 2 (22.2%) 3 (33.3%) 3 (33.3%) 100.0%
SNO (n=2) 1 (50.0%) 1 (50.0%) 100.0%
PNO (n=1) 1 (100.0%) 100.0%
ACNO (n=1) 1 (100.0%) 100.0%
CNO (n=1) 1 (100.0%) 100.0%
ADN (n=5) 3 (60.0%) 1 (20.0%) 1 (20.0%) 100.0%
Level of Education
Diploma (n=54) 2 (3.7%) 8 (14.8%) 32 (59.3%) 2 (3.7%) 10 (18.5%) 100.0%
B.Sc. (n=12) 2 (16.7%) 3 (25.0%) 3 (25.0%) 1 (8.3%) 3 (25.0%) 100.0%
M.Sc. (n=8) 8 (100.0%) 100.0%
Others (n=4) 1 (25.0%) 2 (50.0%) 1 (25.0%) 100.0%

Table 3. Cross tabulation of association of respondent’s characteristics and their method of conflict resolution (N = 90).

Table 4 summarizes the results of statistical analyses used to examine the association between respondents’ characteristics and their chosen method for conflict resolution. Chi-square tests, likelihood ratios, and Fisher-Freeman-Halton exact tests were applied to assess significance.

The analysis showed that there is no significant association between gender and method of conflict resolution used by nurses. The Fisher’s exact test was also carried out because 60% of the expected cell frequencies were below 5, with a minimum expected count of 0.18 which violates the chi square assumption. The p-value (0.453) was greater than the significant level (0.05). Hence, there is no evidence to reject the null hypothesis.

Gender Value df Asymptotic Sig. (2-sided) Exact Sig. (2-sided)
Pearson Chi-Square 5.029a 4 0.284 0.310
Likelihood Ratio 6.537 4 0.162 0.176
Fisher-Freeman-Halton Exact Test 3.402 0.453
N of Valid Cases 88
Cadre
Pearson Chi-Square 62.306a 24 0.0
Likelihood Ratio 35.889 24 0.056 0.02*
Fisher-Freeman-Halton Exact Test 31.533 0.049*
N of Valid Cases 86
Education
Pearson Chi-Square 19.407a 12 0.079 0.090
Likelihood Ratio 18.398 12 0.104 0.097
Fisher-Freeman-Halton Exact Test 17.089 0.073
N of Valid Cases 88
* = significant test * = significant test * = significant test * = significant test * = significant test

Table 4. Analysis of the association between several variables and method of conflict resolution.

The analysis also showed that there is a significant association between cadre and method of conflict resolution used by nurses. The Fisher’s exact test was carried out because 88.6% of the expected cell frequencies were below 5, with a minimum expected count of 0.09 which violates the chi square assumption. The p-value (0.049) was lower than the significant level (0.05). Hence, the null hypothesis is rejected, and the conclusion is that there is an association between cadre and the conflict resolution.

The level of education was also tested with the style of conflict resolution used by nurses. The Fisher’s exact test was used instead of the chi-square test because 80% of the expected cell frequencies were below 5, with a minimum expected frequency of 0.09 which violates the chi-square assumption. The p-value (0.073) was greater than the significant level (0.05). Hence, there is no evidence to reject the null hypothesis.

 

DISCUSSION

The perceived factors causing conflict experienced by nurses include injustice from some nurse managers (95.6%) being the major cause of conflict, unreasonable patient and relative expectation (93.3%), unequal workload and lack of respect from other health professionals (91.1% each). Delay of the doctor to calls in emergency cases, imbalance nurse-patient ratio, and distrust (88.9% each), this was supported by Pitsillidou, et al. (2018) [9] findings among health professionals in hospitals of Cyprus to record the types of conflict management that health professionals in Cyprus hospitals encounter in their daily work and to explore the conflicts, their parameters and causes, and the role ambiguity faced by hospital employees. It was discovered that health professionals identified heavy workload, low pay, and varying instructions from different leaders as causes of conflict. In addition, the findings of a study by Olajide et al. (2015) [7] on conflict among nurses and doctors in 2 tertiary hospitals in Ekiti State indicated that odds of conflicts were significantly higher with limited opportunities for staff interaction (OR=1.8, CI=1.1-2.9); desire for power (autonomy) by doctors (OR=3.2, CI=1.9-5.2) and desire for more influence by nurses (OR=12.5, CI=4.8-41.3). Chances of expressing conflicts were significantly higher as strikes (OR=2.1; 1.3-3.5) but less with physical assaults (OR=0.1, CI=0.03-0.41). This is also, supported by Akpabio et al. (2015) [2] research finding which showed that un-resolved conflicts may be linked to poor communication resulting from refusal to cooperate, poor team collaboration and problem-solving, decreased clients’ satisfaction, distrust, split camps, gossips and disruption of work-flow, overwork and poor rewarding system each with frequency of 222 (92.0%); patients-related conflict and leadership conflicts each with frequency of 218 (90.0%); misunderstanding involving nursing colleagues with a frequency of 194 (81.0%); poor work environment 192 (80.0%); conflicts with other health professionals with 189 (78.0%) frequency and discrimination issues with 180 (61.0%) frequency.

Methods of conflict resolution include collaboration, accommodation, and compromising. The study revealed that more than half of the nurses utilized collaboration (69.0%), accommodating, compromising and avoiding (52.0% respectively) and only a few used competitions as a method of conflict resolution. A Friedman test revealed a significant difference in utilizing these conflict resolution methods (χ² = 92.15, df = 4, p < 0.001). Post hoc Wilcoxon signed-rank tests with Holm-Bonferroni correction showed that collaboration was significantly more utilized than competing (p < 0.001), meaning that nurses certainly utilize collaborative styles more than confrontational styles. This is in contrast with the results of Pitsillidou, et al. (2018) [9], that respondents utilized avoidance (73.2%) over negotiation for mutual benefit (54.2%), and compromise (40.5%) as conflict management mechanisms, as compared with the results of Adeyemi and Aigbavboa (2022) [1], that collaboration, accommodating, negotiating, compromising, and mediating were the most common conflict resolution styles utilized by Southwest Nigerian construction professionals. In addition, collaboration was employed significantly more than accommodating (p = 0.003) and avoiding (p = 0.005). These findings validate the perspective that nurses regard collaborative approaches as not only professionally appropriate but also more effective in resolving intricate interpersonal and hierarchical disputes within the clinical setting. Collaboration enhances mutual respect and problem-solving, which are essential values in nursing practice. The findings mirror Adeyemi and Aigbavboa's (2022) [1] results, which also indicated extremely high reliance on cooperation as a conflict resolution style.

Competing was utilized significantly less than accommodating (p = 0.007), demonstrating that aggressive or assertive styles are actively avoided or rejected by nurses. This aligns with the philosophy of caregiving in nursing, which promotes empathy and de-escalation. While some degree of assertiveness may be required in critical care practice, the overall avoidance of competitive conflict resolution suggests a strong professional culture that prioritizes harmony over hierarchy.

Surprisingly, no difference was detected in the use of accommodating, compromising, and avoiding styles (p > 0.05). This can reflect the pragmatic interchangeability of these styles on a day-to-day basis, especially if nurses attempt to minimize friction but not necessarily the source. This passivity or neutrality can be a coping strategy in environments where power imbalances are prevalent, or where organizational constraints reduce formal conflict resolution mechanisms.

There is no relationship between gender and level of education, and conflict resolution style used by nurses, except cadre which influenced conflict resolution approach. This suggests that positional status in an organization plays a role in managing conflict, perhaps due to variations in authority, confidence, and experience. This finding is against Birkhoff's (2015) [4] that gender significantly influences conflict dynamics at the individual and societal levels. In order to understand the role of gender in conflict comprehensively, it is important to examine it through individual, interpersonal, and societal levels. Gender may manifest itself in conflicts through how parties interpret and make sense of the conflict. Birkhoff also presented the findings of Gwartney-Gibbs to support his findings that gender also had an effect on dispute handling mechanisms. Conflict resolution processes for women were not as effective as those of men. For example, women would avoid more than resolving the conflict. However, the current findings show that within professional clinical environments such as Sacred Heart Hospital, formalized positions and codes of conduct can counteract the influences of gender and educational level and bring about similar conflict resolution styles across demographic groups. This highlights the importance of looking more closely at contextual and institutional determinants of conflict behaviour in healthcare organizations, particularly the influence of leadership structure and support systems on employee behaviour.

 

Implications for practice and future research

The findings have practical implications for policymakers and healthcare administrators. Since the most common approach to resolving conflict was collaboration, institutions should promote team-based training and workshops on collaborative communication improvement, leadership, and emotional intelligence among nurses. Resolving the main causes of conflict e.g., injustice by nurse managers, expectations of patients, and workload disparities can increase job satisfaction, collaboration, and overall patient care quality.

Future studies should seek to conduct multi-centre studies with larger populations of studies in different geopolitical settings of Nigeria for maximum generalizability. Longitudinal studies may also be helpful in identifying changes in conflict resolution patterns over time. Qualitative studies exploring nurses' lived experiences of workplace conflict can also help in understanding factors involved and aid in devising context-specific interventions.

 

CONCLUSION

The study concludes that the major factors causing conflict among nurses are injustice from some nurse managers, unreasonable patient and relative expectation, unequal workload and lack of respect from other health professionals, delay of the doctor to calls in emergency cases, imbalance nurse-patient ratio, and distrust. Collaboration was discovered to be the main method of conflict resolution utilized by nurses in Sacred Heart Hospital, Lantoro, irrespective of their socio-demographic status of gender and level of education. However, cadre of the nurses influenced method of conflict resolution used.

 

Limitations

This study was limited to a single hospital, which may affect the generalizability of the findings. The sample size was relatively small, and data collection relied on self-reported responses, which may introduce bias. Future studies should include larger, multi-centre samples for broader applicability.

 

Funding statement

This research did not receive any specific grant from funding agencies in the public, commercial, or not for profit sectors.

 

Conflict of interest

The authors report no conflict of interest.

 

Authors’ contribution

  • Oseni Rukayat: Conceptualized idea and conducted full research.
  • Ekpoanwan Esienumoh: assisted with the design of questionnaire and conducting interviews with the selected nurses.
  • Fakeye Grace: Was responsible for literature reviews
  • Emmanson Emmanson: performed data analysis and edited the manuscript for publication.

 

Acknowledgements

We sincerely appreciate the management and nursing staff of Sacred Heart Hospital, Lantoro, for their support. Special thanks to our academic institutions, mentors, and colleagues for their guidance. We also acknowledge our families and friends for their unwavering encouragement throughout this research. Thank youall.

 

REFERENCES

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Articolo formattato

Federico D’Urso 1*, Salvatore Trifiletti 2, Edoardo Falcone 1, Mara Gracy Basile 1, Ulrico Angeloni 1

 

1. Public Health Unit, Italian Red Cross – National Headquarters, 00151, Rome, Italy

2. Department of Medical, Surgical Sciences and Advanced Technologies “G. F. Ingrassia”, University of Catania, 95125, Catania, Italy. 

* Corresponding author: Federico D’Urso, Public Health Unit, Italian Red Cross – National Headquarters, 00151, Rome, Italy. E-mail: federico.durso@gmail.com

 

Cite this article

 

ABSTRACT

Introduction: Biocontainment transfer represents a complex and delicate phase of care, especially in light of the increased demand for safe handling of patients affected by highly transmissible diseases. The COVID-19 pandemic has highlighted the critical need for structured approaches to ensure quality care and safety during these transfers.

Objective: To propose a structured nursing model for managing the care of conscious and communicative patients undergoing biocontainment transport, based on nursing diagnoses and standardized interventions.

Methods: A theoretical-conceptual model was developed based on the NANDA-I 2024–2026 taxonomy to identify nursing diagnoses related to perception, cognition, and stress tolerance. These were systematically combined with appropriate interventions from the Nursing Interventions Classification (NIC) and expected outcomes from the Nursing Outcomes Classification (NOC). The model addresses the clinical and psychological needs of patient across the three phases of transport: pre-transport, transport, and post-transport, with particular focus on anxiety management, communication, and adaptation to isolation.

Results: In the pre-transport phase, the diagnosis of Excessive Anxiety was addressed with interventions to reduce emotional distress and improve patient cooperation through clear, empathetic communication. During transport, the impairment of verbal communication caused by protective equipment and isolation barriers was mitigated through simplified language, visual aids, and strategies to ensure mutual understanding. In the post-transport phase, the model focused on enhancing the patient's coping capacity and resilience, offering emotional support and structured interventions to manage stress and process the experience.

Conclusions: The proposed model provides a comprehensive and systematic framework for nursing care during biocontainment transfers, integrating both clinical and emotional aspects to reduce patient vulnerability and improve the quality of care. As a theoretical model built upon standardized nursing taxonomies, it lays the groundwork for future clinical applications. Prospective and pilot studies will be essential to validate its effectiveness and feasibility in real-world healthcare settings.

Keywords: Biocontainment, Biocontainment patient transport, Nursing process, Clinical complexity, Advanced nursing practice.

 

INTRODUCTION

The current healthcare landscape has changed radically compared to a few years ago; the COVID-19 pandemic has highlighted structural and staffing shortages on a global scale [1,2]. The increase in the number of patients affected by highly transmissible diseases requiring high-intensity care has led to the widespread introduction of isolation devices that were once reserved for extremely rare situations. Biocontainment isolators have proven to be essential in the transport of these patients and typically include a protective plastic enclosure, a High Efficiency Particulate Air (HEPA) filter that removes harmful airborne particles, and a ventilation system that maintains a clean airflow at controlled pressure, preventing the escape of pathogens [2].

In the presence of diseases characterized by a high risk of mortality or a lack of appropriate preventive measures and effective treatments, the use of isolators becomes essential to ensure maximum safety for both the patient and healthcare personnel [1,3,4].

Preparing and managing the patient for a biocontainment transfer represents one of the most complex challenges for healthcare personnel, requiring protocols and technologies to guarantee both staff protection and the quality of patient care [2].

The use of biocontainment isolators can be compared to a form of physical restraint, as they impose an isolation measure that limits the patient's interaction with the external environment [5].

Although biocontainment isolators are essential for the safe transport of patients, their implementation presents significant logistical and organizational challenges that must be addressed [1,2].

Several studies have addressed the logistical and clinical challenges associated with the transport of patients in high-level containment. Gibbs et al. (2019) provide a comprehensive review of air medical evacuation protocols for biocontainment transport, focusing on technical and operational safety measures [1]. Similarly, Corradi et al. (2021) assess the public health implications of biocontainment systems used in ambulances, while D’Urso et al. (2024) describe possible care protocols for patients transferred using a biocontainment stretcher [2,6]. However, these contributions primarily emphasize technical configurations and infection control, without proposing a structured model of nursing care.

Studies investigating patient management within dedicated biocontainment units (e.g., Flinn et al., 2021) and during pandemic conditions Rehn et al., 2023 have highlighted the complexity of delivering safe care in isolation, yet they stop short of defining a standardized nursing process [3,7]. Other investigations have explored the communicative and emotional needs of patients in constrained settings. For example, the impact of personal protective equipment (PPE) on communication is well documented (Aengst et al., 2022; Saunders et al., 2021), and the relevance of augmentative and alternative communication (AAC) strategies in ICUs has been addressed by Costello (2000) and Zaylskie et al. (2024) [5,8-10]. Ten Hoorn et al. (2016) offer a systematic review on communication with mechanically ventilated patients, further supporting the need for dedicated relational strategies in high-complexity care [11].

While these studies help define the relational and contextual challenges of care in isolation, they do not translate into a structured, taxonomy-based model. Beam et al. (2010) and Swickard et al. (2014), for example, offer insights into the organization of biocontainment units and interfacility critical care transport, but without applying NANDA-I, NIC, or NOC frameworks [12,13].

This overview of the current literature confirms the absence of validated nursing care models specifically designed for conscious and communicative patients undergoing biocontainment transfers, thereby justifying the development of a structured approach grounded in standardized nursing taxonomies.

To fill this gap and address these challenges, the development of a structured nursing care model, based on targeted nursing diagnoses, is essential to guide clinical practice. Such a model can improve patient safety, enhance the quality of communication, and ensure continuity of care throughout the different phases biocontainment transfer process [6,7].

Objective and purpose

The aim of this study is to develop and propose an innovative structured nursing model designed to address both the clinical and psychological needs of conscious and communicative patients undergoing biocontainment transport. The model integrates standardized nursing diagnoses, interventions, and outcomes to enhance communication, reduce anxiety, and improve overall patient care across all phases of transport, laying the foundation for future clinical validation.

 

DEVELOPMENT OF THE CARE MODEL

Sampling and Eligibility

This study consists of a theoretical and methodological proposal for a structured care model for conscious and communicative patients without the actual collection of clinical data.

The model is designed for future applications in clinical practice and is intended to be validated in prospective studies involving real patients and healthcare teams.

Instruments

The care model is based on the integration of nursing diagnoses (NDs) from the NANDA-I 2024–2026 taxonomy and integrates elements from the NIC (Nursing Interventions Classification) and NOC (Nursing Outcomes Classification) systems. The selection of nursing diagnoses, interventions, and outcomes was informed by a narrative review of literature related to care in isolation, high-risk transport, and psychological support in confined environments. Due to the absence of specific scientific studies on biocontainment transfers, references from similar contexts were used. The process was further refined through structured consensus among the authors, all of whom have experience in emergency nursing and biocontainment patient management. To correctly select the appropriate NDs, an in-depth analysis was conducted of all thirteen domains included in the NANDA-I 2024–2026 classification. Some domains were excluded from consideration for the biocontainment transfer of conscious and communicative patients, as they were not relevant to the specific context. Domain 1 (Health Promotion) was excluded due to its focus on long-term behavioral patterns, domains 2 (Nutrition) and 3 (Elimination and Exchange) were not considered since they are not typically involved in short-term transfers and are managed in longer-duration ones. Domain 4 (Activity/Rest) was excluded because of its limited relevance during transport. Domains 6 (Self-Perception), 7 (Role Relationships), 8 (Sexuality) and 10 (Life Principles) were deemed not pertinent to biocontainment transfer. Furthermore, the domains 12 (Comfort) and 13 (Growth/Development) were excluded because they are not central in urgent care situations.

Domain 11 (Safety/Protection), although potentially relevant from a clinical standpoint, was excluded because it primarily focuses on physical risks such as infections or trauma. The typical patient considered is already in a similar condition; however, the main goal of the proposed model is instead to enhance the communicative, relational, and emotional dimensions of care through structured nursing interventions. Given these factors, the analysis focused on two specific domains the domain 5, (Perception/Cognition) with particular attention to cognitive understanding and communication and domain 9 (Coping/Stress Tolerance), which addresses psychological and emotional reactions. Within domain 5, only class 5 (Communication) was retained, as it includes diagnoses that are directly applicable to the needs of conscious patients experiencing communication difficulties due to the constraints of the biocontainment context, including the use of PPE. The other classes within this domain class 1 (Attention), 2 (Orientation) and 3 (Sensation/Perception), were excluded as they currently contain no NDs. Class 4 (Cognition) was also excluded, as it refers to cognitive deficits that require specific clinical and pharmacological management. In the case of a disoriented patient placed in a biocontainment isolator, such a condition would likely be exacerbated by the restrictive environment, making sedation the most appropriate and safe option for transport. Regarding domain 9, only class 2 (Emotional Responses) was included, as it encompasses diagnoses such as anxiety, ineffective coping, and stress responses, which are frequently observed in patients subjected to restrictive isolation. The remaining classes, 1 (Post-Trauma Responses) and 3 (Impulse Control), were excluded. In particular, class 1 was deliberately not considered, as the aim of the proposed model is to prevent the onset of post-traumatic stress symptoms related to the biocontainment transfer, by supporting the patient through structured interventions that reduce emotional overload and promote coping during the procedure. Based on this taxonomic analysis, the nursing care model was structured into three distinct phases, pre-transport, transport, and post-transport, each associated with specific nursing diagnoses, related interventions, and expected outcomes.

Pre-transport phase

The lack of knowledge about the biocontainment stretcher and the procedures to be carried out during the transfer generates, at this stage, significant emotional distress and anticipatory anxiety. The nursing diagnosis excessive anxiety (00400), classified under domain 9, class 2, was selected based on observations conducted in clinical practice, where behavioral and physiological signs such as agitation, increased heart rate, and verbal expressions of concern are commonly noted.
Other diagnoses within the same class, such as fear (00390) or impaired resilience (00210), were excluded because they involve long-term patterns or cannot be adequately documented within the limited timeframe of the transfer.

To address this diagnosis, the NIC interventions anxiety reduction (5820) and emotional support (5270) were selected, with the expected NOC outcome being anxiety Self-Control (1402). [14]
Since the goal of this care model is to promote coping, we preferred to use the NOC Anxiety Self-Control (1402), as it reflects the objective of enhancing the patient’s conscious management of anxiety.
The NOC Anxiety Level (1211) may be useful for an initial clinical assessment or for pre-post comparisons, but its purpose would remain limited to quantifying the symptom.
In this phase, it may be useful to conduct an initial assessment of the patient's anxiety level, followed by a second evaluation to measure the effectiveness of interventions, using a rapid-assessment tool such as the Generalized Anxiety Disorder-7 (GAD-7) scale [15,16].

 

Transport phase

The use of the biocontainment stretcher and PPE generates significant communication barriers between patients and healthcare professionals. Within domain 5, class 5 of the NANDA-I taxonomy, the diagnosis Readiness for Enhanced Communication (00185) was excluded, as it is focused on strengthening a communicative process that is already functioning. In this context, however, it is necessary to implement an alternative communication system to replace the traditional one, which is compromised by operational conditions.

Similarly, the diagnosis Risk for Impaired Verbal Communication (00434) was excluded because it refers to a susceptibility to communication impairment, whereas in the current scenario the impairment is already present.

The most consistent was found to be DN Impaired Verbal Communication (00051), which characterizes a limited or nonexistent capacity for verbal communication. [9,10]
The selected nursing interventions are Communication Enhancement: Speech Deficit (4976) chosen to facilitate effective information exchange through alternative communicative methods during the transport phase.

Communication (0902), the related NOC, enables the assessment of the efficacy of the patient-provider relationship in situations where communication is constrained.

Post-transport phase

In this phase, the patient faces the need for emotional recovery and coping support following the biocontainment transfer, the DNs Readiness for Enhanced Coping (00158), classified under domain 9, class 2, was selected, as it reflects the patient’s willingness and potential to strengthen adaptive strategies in response to an acute stress situation [14,16].

This choice is based on the authors’ clinical observations in most cases; conscious and cooperative patients exhibit transient emotional discomfort that can be interpreted as a normal physiological response to stress rather than a failure of their coping abilities. Consequently, diagnoses such as Ineffective Coping (00069) were excluded, as they would imply a dysfunction in stress management and risk labeling a temporary and reactive experience as a psychological disorder.
The care objective is not the treatment of a psychological condition, but rather the enhancement of the patient’s existing personal resources by fostering resilience and facilitating the emotional processing of the experience through structured interventions.

In line with this approach, several standardized nursing interventions (NIC) were selected to support the patient’s adaptation and increase their stress management capacity. Among them, Coping Enhancement (5230) represents the core intervention aimed at promoting an adaptive response to the experience.

These are supported by Emotional Support (5270) which is essential for normalizing emotional reactions, containing residual anxiety, and facilitating emotional rebalancing.

Relational interventions such as Active Listening (NIC 4920) and Counseling (NIC 5240) complete the care plan by allowing for deeper processing of the experience and fostering continuity in the nurse–patient relationship beyond the acute phase.

The expected outcomes identified are Coping (NOC 1302), Personal Resiliency (NOC 1309) and Anxiety control (NOC 1402) as they allow for the systematic evaluation of the patient’s adaptive process and the effectiveness of the nursing support provided during the recovery phase.
To assess coping strategies, the Brief COPE Inventory scale may be used, [17] while the Connor-Davidson Resilience Scale (CD-RISC), including the short form (CD-RISC-10), could be adopted to measure the ability to recover from adverse events, potentially establishing a proper follow-up for the patient [18].

The effectiveness of the proposed nursing interventions can be evaluated through a combination of NOC indicators (e.g., Anxiety Self-Control, Communication, Coping), behavioral observations, and, when applicable, validated psychological scales such as the State-Trait Anxiety Inventory (STAI-Y) or Hospital Anxiety and Depression Scale (HADS) [19,20].
The model was developed through a review of literature from related care contexts (e.g., intensive care units, isolation wards) and the consensus among the authors, formed during recent the COVID-19 pandemic. These choices provide a foundation for guiding future empirical validation and pilot implementation.

Statistical Analysis

As this work presents a theoretical nursing care model and does not involve the collection of quantitative data, no statistical analysis was performed. Future prospective studies, involving structured data collection and patient outcomes measurement, will be necessary to validate the proposed model using appropriate statistical methods.

 

DESCRIPTION OF THE PROPOSED MODEL

In biocontainment transfers, three distinct phases of nursing care can be identified: the preparatory phase before transport (pre-transport), the transfer phase using the isolator (transport), and the final phase after transport (post-transport). Each phase presents specific care and assistance needs.

Before transport, the patient may experience excessive anxiety related to the procedures and the outcome of the transfer, also due to the visual impact of the isolator. Its limited space may cause a sense of claustrophobia, further intensifying the level of distress.

The observation of specific defining characteristics, such as behavioral/emotional signs like anguish, psychomotor agitation, and verbalized fears, as well as physiological signs like increased heart rate and blood pressure, facial flushing, and a trembling voice, suggests a state of disproportionate and persistent concern in response to perceived threats. Based on these elements, the most appropriate nursing diagnosis is Excessive Anxiety (00400), as it accurately reflects the patient’s distress, expressed through both emotional and behavioral signs and physical hyperactivation.

The primary goal becomes Anxiety Self-Control (NOC 1402), assessed through a reduction in agitation and increased patient cooperation. To achieve this, targeted interventions are necessary. Anxiety Reduction (NIC 5820) and Emotional Support (NIC 5270) are essential to create a reassuring environment and foster empathetic communication.

During biocontainment transport, the use of PPE and the isolator may create concrete communication barriers, [3,5,8] resulting in frustration or misunderstanding. This scenario corresponds to the diagnosis Impaired Verbal Communication (00051), characterized by limited or absent ability to receive, process, transmit, and/or use a symbol system. The outcome to be achieved is Communication (NOC 0902).

The intervention plan includes a key nursing intervention, the Communication Enhancement: Speech Deficit (NIC 4976), which encourages the use of alternative communication channels (e.g., visual aids) and promotes the use of shared language, ensuring mutual understanding.

Concrete examples include:

Use of visual aids such as augmentative and alternative communication (AAC) boards, [9] shared with the patient during the pre-transport phase, or tablets/whiteboards to facilitate needs expression.

Active listening techniques: maintaining eye contact, nodding, asking clarifying questions, allowing time for patient responses [11].

Frequent comprehension checks: asking the patient to repeat or rephrase the information received to confirm understanding.

By implementing these strategies, nurses support patients in overcoming communication barriers related to PPE, isolators, and other devices, maintaining an effective and safe level of interaction.

In the post-transport phase, the need to strengthen coping strategies becomes particularly evident when the patient shows difficulty processing the experience or managing stress from isolation. In this context, the diagnosis Readiness for Enhanced Coping (00158) describes the possibility of reinforcing cognitive and/or behavioral efforts to deal with distressing situations.

The expected outcomes (NOC) include Coping (1302), Personal Resiliency (1309), and Anxiety Self-Control (1402). The aim is to increase the patient’s ability to manage stressful events, [21] show flexibility in new circumstances, and limit agitation or irritability.

Several key interventions (NIC) support this goal:

Coping Enhancement (5230), which encourages identification of existing strategies and discovery of additional resources (e.g., family support via video call, mindfulness techniques) [14].

Emotional Support (5270), offering empathetic listening and normalization of stress reactions [22].

Active Listening (4920) and Counseling (5240), which aid in processing the experience, reduce frustration, and foster patient cooperation [22-24].

Counseling (5240) supports the patient in processing emotional distress by fostering a trusting, empathetic relationship. It helps the patient identify sources of discomfort, express concerns, and explore adaptive coping strategies, thereby enhancing self-awareness and emotional stability after the transfer process [18,22].

PhaseDiagnosis (Code)DomainClass

Phase Diagnosis (Code) Domain Class NIC NOC
Pre-transport Excessive Anxiety (00400) 9 2 Anxiety Reduction (NIC 5820) Anxiety Self-Control (NOC 1402)
Emotional Support (NIC 5270)
Transport Impaired Verbal Communication (00051) 5 5 Communication Enhancement: Speech Deficit (NIC 4976) Communication (NOC 0902)
Post-transport Readiness for Enhanced Coping (00158) 9 2 Coping Enhancement (NIC 5230) Coping (NOC 1302)
Personal Resiliency (NOC 1309)
Anxiety Self-Control (NOC 1402)
Emotional Support (NIC 5270)
Active Listening (NIC 4920)
Counseling (NIC 5240)

Table 1. Association between the phases of biocontainment transport and the related elements of the nursing process.

Table 2 illustrates the functionality and operational implementation of the proposed model across the three phases of biocontainment transfer. That table presents a structured fictitious clinical case; for each phase, it describes a generic patient scenario along with the corresponding nursing interventions. This approach aims to exemplify how the theoretical model can be translated into clinical practice, promoting its reproducibility and applicability in high-complexity care settings.

Phase Fictitious Case Description Practical Nursing Interventions
Pre-transport A conscious and oriented adult patient is informed of an imminent transfer toward the radiology department using a biocontainment stretcher. Upon seeing the isolator, the patient becomes visibly agitated, expresses fear, and shows signs of anxiety (e.g., flushed face, tachycardia). • Apply Anxiety Reduction (NIC 5820)
• Use Emotional Support (NIC 5270)
• Perform a rapid anxiety screening (GAD-7)
• Introduce the AAC board
Transport During transfer, communication is significantly impaired due to PPE and physical barriers.
  • Apply Communication Enhancement: Speech Deficit (NIC 4976)
Post-transport After reaching the destination, the patient expresses emotional exhaustion and stress.
  • Apply Coping Enhancement (NIC 5230)
  • Use Emotional Support (NIC 5270) and Active Listening (NIC 4920)
  • Offer Counseling (NIC 5240)

Table 2. Fictitious clinical case illustrating nursing interventions across the phases of biocontainment transport.

Figure 1. Conceptual flowchart illustrating nursing diagnoses, interventions (NIC), outcomes (NOC), assessment tools and practical applications across the phases of biocontainment transport.

 

DISCUSSION

The aim of this study is to develop and propose an innovative structured nursing model designed to address both the clinical and psychological needs of conscious and communicative patients undergoing biocontainment transport. As mentioned in the introduction, most of the literature currently published focuses on the organizational, logistical and technological aspects of the transfer to biocontainment rather than offering organized and systematic nursing care models. Since it incorporates nursing diagnoses, interventions, and expected outcomes based on the NANDA-I, NIC, and NOC taxonomies, the model offered here represents an original contribution in this context. It provides a theoretical and practical approach focused on the psychological, communicative, and relational needs of conscious and communicative patients throughout the entire transfer process. This model is a novel idea that can be validated and applied in high-complexity care settings because of its attention to care detail, taxonomic clarity, and clinical application. The structured model developed highlights how each phase of biocontainment transfer presents specific and distinct care needs. The systematic approach to managing pre-transfer anxiety, maintaining effective communication during transport, and providing psychological support after transfer underscores the need for personalized and coordinated interventions.

The integration of nursing diagnoses, NOC outcomes, and NIC interventions enables the construction of a comprehensive care response that addresses not only clinical aspects but also emotional and relational dimensions.

The impact of biocontainment on patient-provider communication is particularly significant [3,5].

The use of PPE and isolating devices presents real obstacles and requires well-planned alternative strategies to prevent further emotional deterioration.

Finally, the post-transport phase is often underestimated but can be a critical moment for the patient to process the experience. Strengthening coping skills and promoting resilience not only improve clinical outcomes but also enhance the patient’s overall care experience [21].

Limitation

This theoretical nursing care model was developed through the integration of taxonomy and expert consensus, without direct patient involvement.

The implementation and effectiveness in real clinical settings have not yet been evaluated; future studies should be structured to assess the outcomes related to its application through quantitative measurements and subsequent evaluations in biocontainment transfer settings.

Such investigations will be essential to refine the model and confirm its clinical relevance and utility.

The proposed nursing care model can be practically applied in various high-complexity clinical settings, such as infectious disease units, intensive care units, and specialized medical transport services for highly infectious patients.

To validate the model’s effectiveness, the systematic collection of clinical data before and after the biocontainment transfer is recommended. Among the possible assessment tools, the GAD-7 scale may be used for anxiety, the Brief COPE Inventory for coping strategies, and the CD-RISC-10 for resilience levels. In cases of limited verbal communication, the use of structured observational checklists and AAC (Augmentative and Alternative Communication) tools can provide reliable alternative measurements.

The analysis of collected data may include descriptive statistics and inferential tests to compare pre- and post-intervention conditions. These strategies will allow for measuring the model’s impact on key care outcomes and refining its applicability for potential structured implementation in the future.

 

CONCLUSIONS

The management of patients in biocontainment requires a strategic combination of clinical and communication skills to address the nursing diagnoses that emerge throughout the three phases of transfer. By applying structured care models, it is possible to improve clinical outcomes, reduce biological risks, and ensure effective communication even in extreme isolation conditions. The integration of protocols and nursing interventions provides an effective solution to the demands of complex and highly specialized care. Although the efficiency of the suggested model has not yet been confirmed in practical situations, it constitutes a substantial theoretical advance to the nursing management of biocontainment transfers.  In order to confirm its practical application and quantify its observable advantages on important care outcomes, pilot projects and prospective studies should be started and carried out in real care situations.  The model's robustness can only be verified and its organized adoption encouraged by means of rigorous testing

Ethical Approval

For this study, no formal approval from the Local Ethics Committee was required.

Conflicts of Interest and Funding Sources

The authors declare that they have no conflicts of interest related to this work. The study received no financial support from public or private entities, including pharmaceutical or industrial companies.

Authors’ Contributions

Federico D’Urso: conceived the study, developed the care model, and coordinated the writing of the manuscript. Salvatore Trifiletti: contributed to the organization of the NANDA-I, NIC, and NOC framework. Edoardo Falcone: participated in literature review and content refinement. Mara Gracy Basile: contributed to methodological structure and theoretical validation. Ulrico Angeloni: revised and validated the entire study and ensured its clinical and theoretical consistency. All authors read and approved the final version of the manuscript.

Acknowledgments

The authors would like to thank the staff of the Italian Red Cross – Public Health Department for their continuous support and collaboration in developing the proposed model. Special thanks also to the academic community for the critical reflection that inspired the elaboration of this work.

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This work is licensed under a Creative Commons Attribution-NonCommercial-NoDerivatives 4.0 International License.


Biocontainment Transfer: A structured nursing model for enhancing patient care

Federico D’Urso 1*, Salvatore Trifiletti 2, Edoardo Falcone 1, Mara Gracy Basile 1, Ulrico Angeloni 1

 

1. Public Health Unit, Italian Red Cross – National Headquarters, 00151, Rome, Italy

2. Department of Medical, Surgical Sciences and Advanced Technologies “G. F. Ingrassia”, University of Catania, 95125, Catania, Italy. 

* Corresponding author: Federico D’Urso, Public Health Unit, Italian Red Cross – National Headquarters, 00151, Rome, Italy. E-mail: federico.durso@gmail.com

 

Cite this article

 

ABSTRACT

Introduction: Biocontainment transfer represents a complex and delicate phase of care, especially in light of the increased demand for safe handling of patients affected by highly transmissible diseases. The COVID-19 pandemic has highlighted the critical need for structured approaches to ensure quality care and safety during these transfers.

Objective: To propose a structured nursing model for managing the care of conscious and communicative patients undergoing biocontainment transport, based on nursing diagnoses and standardized interventions.

Methods: A theoretical-conceptual model was developed based on the NANDA-I 2024–2026 taxonomy to identify nursing diagnoses related to perception, cognition, and stress tolerance. These were systematically combined with appropriate interventions from the Nursing Interventions Classification (NIC) and expected outcomes from the Nursing Outcomes Classification (NOC). The model addresses the clinical and psychological needs of patient across the three phases of transport: pre-transport, transport, and post-transport, with particular focus on anxiety management, communication, and adaptation to isolation.

Results: In the pre-transport phase, the diagnosis of Excessive Anxiety was addressed with interventions to reduce emotional distress and improve patient cooperation through clear, empathetic communication. During transport, the impairment of verbal communication caused by protective equipment and isolation barriers was mitigated through simplified language, visual aids, and strategies to ensure mutual understanding. In the post-transport phase, the model focused on enhancing the patient's coping capacity and resilience, offering emotional support and structured interventions to manage stress and process the experience.

Conclusions: The proposed model provides a comprehensive and systematic framework for nursing care during biocontainment transfers, integrating both clinical and emotional aspects to reduce patient vulnerability and improve the quality of care. As a theoretical model built upon standardized nursing taxonomies, it lays the groundwork for future clinical applications. Prospective and pilot studies will be essential to validate its effectiveness and feasibility in real-world healthcare settings.

Keywords: Biocontainment, Biocontainment patient transport, Nursing process, Clinical complexity, Advanced nursing practice.

 

INTRODUCTION

The current healthcare landscape has changed radically compared to a few years ago; the COVID-19 pandemic has highlighted structural and staffing shortages on a global scale [1,2]. The increase in the number of patients affected by highly transmissible diseases requiring high-intensity care has led to the widespread introduction of isolation devices that were once reserved for extremely rare situations. Biocontainment isolators have proven to be essential in the transport of these patients and typically include a protective plastic enclosure, a High Efficiency Particulate Air (HEPA) filter that removes harmful airborne particles, and a ventilation system that maintains a clean airflow at controlled pressure, preventing the escape of pathogens [2].

In the presence of diseases characterized by a high risk of mortality or a lack of appropriate preventive measures and effective treatments, the use of isolators becomes essential to ensure maximum safety for both the patient and healthcare personnel [1,3,4].

Preparing and managing the patient for a biocontainment transfer represents one of the most complex challenges for healthcare personnel, requiring protocols and technologies to guarantee both staff protection and the quality of patient care [2].

The use of biocontainment isolators can be compared to a form of physical restraint, as they impose an isolation measure that limits the patient's interaction with the external environment [5].

Although biocontainment isolators are essential for the safe transport of patients, their implementation presents significant logistical and organizational challenges that must be addressed [1,2].

Several studies have addressed the logistical and clinical challenges associated with the transport of patients in high-level containment. Gibbs et al. (2019) provide a comprehensive review of air medical evacuation protocols for biocontainment transport, focusing on technical and operational safety measures [1]. Similarly, Corradi et al. (2021) assess the public health implications of biocontainment systems used in ambulances, while D’Urso et al. (2024) describe possible care protocols for patients transferred using a biocontainment stretcher [2,6]. However, these contributions primarily emphasize technical configurations and infection control, without proposing a structured model of nursing care.

Studies investigating patient management within dedicated biocontainment units (e.g., Flinn et al., 2021) and during pandemic conditions Rehn et al., 2023 have highlighted the complexity of delivering safe care in isolation, yet they stop short of defining a standardized nursing process [3,7]. Other investigations have explored the communicative and emotional needs of patients in constrained settings. For example, the impact of personal protective equipment (PPE) on communication is well documented (Aengst et al., 2022; Saunders et al., 2021), and the relevance of augmentative and alternative communication (AAC) strategies in ICUs has been addressed by Costello (2000) and Zaylskie et al. (2024) [5,8-10]. Ten Hoorn et al. (2016) offer a systematic review on communication with mechanically ventilated patients, further supporting the need for dedicated relational strategies in high-complexity care [11].

While these studies help define the relational and contextual challenges of care in isolation, they do not translate into a structured, taxonomy-based model. Beam et al. (2010) and Swickard et al. (2014), for example, offer insights into the organization of biocontainment units and interfacility critical care transport, but without applying NANDA-I, NIC, or NOC frameworks [12,13].

This overview of the current literature confirms the absence of validated nursing care models specifically designed for conscious and communicative patients undergoing biocontainment transfers, thereby justifying the development of a structured approach grounded in standardized nursing taxonomies.

To fill this gap and address these challenges, the development of a structured nursing care model, based on targeted nursing diagnoses, is essential to guide clinical practice. Such a model can improve patient safety, enhance the quality of communication, and ensure continuity of care throughout the different phases biocontainment transfer process [6,7].

 

Objective and purpose

The aim of this study is to develop and propose an innovative structured nursing model designed to address both the clinical and psychological needs of conscious and communicative patients undergoing biocontainment transport. The model integrates standardized nursing diagnoses, interventions, and outcomes to enhance communication, reduce anxiety, and improve overall patient care across all phases of transport, laying the foundation for future clinical validation.

 

DEVELOPMENT OF THE CARE MODEL

 

Sampling and Eligibility

This study consists of a theoretical and methodological proposal for a structured care model for conscious and communicative patients without the actual collection of clinical data.

The model is designed for future applications in clinical practice and is intended to be validated in prospective studies involving real patients and healthcare teams.

 

Instruments

The care model is based on the integration of nursing diagnoses (NDs) from the NANDA-I 2024–2026 taxonomy and integrates elements from the NIC (Nursing Interventions Classification) and NOC (Nursing Outcomes Classification) systems. The selection of nursing diagnoses, interventions, and outcomes was informed by a narrative review of literature related to care in isolation, high-risk transport, and psychological support in confined environments. Due to the absence of specific scientific studies on biocontainment transfers, references from similar contexts were used. The process was further refined through structured consensus among the authors, all of whom have experience in emergency nursing and biocontainment patient management. To correctly select the appropriate NDs, an in-depth analysis was conducted of all thirteen domains included in the NANDA-I 2024–2026 classification. Some domains were excluded from consideration for the biocontainment transfer of conscious and communicative patients, as they were not relevant to the specific context. Domain 1 (Health Promotion) was excluded due to its focus on long-term behavioral patterns, domains 2 (Nutrition) and 3 (Elimination and Exchange) were not considered since they are not typically involved in short-term transfers and are managed in longer-duration ones. Domain 4 (Activity/Rest) was excluded because of its limited relevance during transport. Domains 6 (Self-Perception), 7 (Role Relationships), 8 (Sexuality) and 10 (Life Principles) were deemed not pertinent to biocontainment transfer. Furthermore, the domains 12 (Comfort) and 13 (Growth/Development) were excluded because they are not central in urgent care situations.

Domain 11 (Safety/Protection), although potentially relevant from a clinical standpoint, was excluded because it primarily focuses on physical risks such as infections or trauma. The typical patient considered is already in a similar condition; however, the main goal of the proposed model is instead to enhance the communicative, relational, and emotional dimensions of care through structured nursing interventions. Given these factors, the analysis focused on two specific domains the domain 5, (Perception/Cognition) with particular attention to cognitive understanding and communication and domain 9 (Coping/Stress Tolerance), which addresses psychological and emotional reactions. Within domain 5, only class 5 (Communication) was retained, as it includes diagnoses that are directly applicable to the needs of conscious patients experiencing communication difficulties due to the constraints of the biocontainment context, including the use of PPE. The other classes within this domain class 1 (Attention), 2 (Orientation) and 3 (Sensation/Perception), were excluded as they currently contain no NDs. Class 4 (Cognition) was also excluded, as it refers to cognitive deficits that require specific clinical and pharmacological management. In the case of a disoriented patient placed in a biocontainment isolator, such a condition would likely be exacerbated by the restrictive environment, making sedation the most appropriate and safe option for transport. Regarding domain 9, only class 2 (Emotional Responses) was included, as it encompasses diagnoses such as anxiety, ineffective coping, and stress responses, which are frequently observed in patients subjected to restrictive isolation. The remaining classes, 1 (Post-Trauma Responses) and 3 (Impulse Control), were excluded. In particular, class 1 was deliberately not considered, as the aim of the proposed model is to prevent the onset of post-traumatic stress symptoms related to the biocontainment transfer, by supporting the patient through structured interventions that reduce emotional overload and promote coping during the procedure. Based on this taxonomic analysis, the nursing care model was structured into three distinct phases, pre-transport, transport, and post-transport, each associated with specific nursing diagnoses, related interventions, and expected outcomes.

 

Pre-transport phase

The lack of knowledge about the biocontainment stretcher and the procedures to be carried out during the transfer generates, at this stage, significant emotional distress and anticipatory anxiety. The nursing diagnosis excessive anxiety (00400), classified under domain 9, class 2, was selected based on observations conducted in clinical practice, where behavioral and physiological signs such as agitation, increased heart rate, and verbal expressions of concern are commonly noted.
Other diagnoses within the same class, such as fear (00390) or impaired resilience (00210), were excluded because they involve long-term patterns or cannot be adequately documented within the limited timeframe of the transfer.

To address this diagnosis, the NIC interventions anxiety reduction (5820) and emotional support (5270) were selected, with the expected NOC outcome being anxiety Self-Control (1402). [14]
Since the goal of this care model is to promote coping, we preferred to use the NOC Anxiety Self-Control (1402), as it reflects the objective of enhancing the patient’s conscious management of anxiety.
The NOC Anxiety Level (1211) may be useful for an initial clinical assessment or for pre-post comparisons, but its purpose would remain limited to quantifying the symptom.
In this phase, it may be useful to conduct an initial assessment of the patient's anxiety level, followed by a second evaluation to measure the effectiveness of interventions, using a rapid-assessment tool such as the Generalized Anxiety Disorder-7 (GAD-7) scale [15,16].

 

Transport phase

The use of the biocontainment stretcher and PPE generates significant communication barriers between patients and healthcare professionals. Within domain 5, class 5 of the NANDA-I taxonomy, the diagnosis Readiness for Enhanced Communication (00185) was excluded, as it is focused on strengthening a communicative process that is already functioning. In this context, however, it is necessary to implement an alternative communication system to replace the traditional one, which is compromised by operational conditions.

Similarly, the diagnosis Risk for Impaired Verbal Communication (00434) was excluded because it refers to a susceptibility to communication impairment, whereas in the current scenario the impairment is already present.

The most consistent was found to be DN Impaired Verbal Communication (00051), which characterizes a limited or nonexistent capacity for verbal communication. [9,10]
The selected nursing interventions are Communication Enhancement: Speech Deficit (4976) chosen to facilitate effective information exchange through alternative communicative methods during the transport phase.

Communication (0902), the related NOC, enables the assessment of the efficacy of the patient-provider relationship in situations where communication is constrained.

 

Post-transport phase

In this phase, the patient faces the need for emotional recovery and coping support following the biocontainment transfer, the DNs Readiness for Enhanced Coping (00158), classified under domain 9, class 2, was selected, as it reflects the patient’s willingness and potential to strengthen adaptive strategies in response to an acute stress situation [14,16].

This choice is based on the authors’ clinical observations in most cases; conscious and cooperative patients exhibit transient emotional discomfort that can be interpreted as a normal physiological response to stress rather than a failure of their coping abilities. Consequently, diagnoses such as Ineffective Coping (00069) were excluded, as they would imply a dysfunction in stress management and risk labeling a temporary and reactive experience as a psychological disorder.
The care objective is not the treatment of a psychological condition, but rather the enhancement of the patient’s existing personal resources by fostering resilience and facilitating the emotional processing of the experience through structured interventions.

In line with this approach, several standardized nursing interventions (NIC) were selected to support the patient’s adaptation and increase their stress management capacity. Among them, Coping Enhancement (5230) represents the core intervention aimed at promoting an adaptive response to the experience.

These are supported by Emotional Support (5270) which is essential for normalizing emotional reactions, containing residual anxiety, and facilitating emotional rebalancing.

Relational interventions such as Active Listening (NIC 4920) and Counseling (NIC 5240) complete the care plan by allowing for deeper processing of the experience and fostering continuity in the nurse–patient relationship beyond the acute phase.

The expected outcomes identified are Coping (NOC 1302), Personal Resiliency (NOC 1309) and Anxiety control (NOC 1402) as they allow for the systematic evaluation of the patient’s adaptive process and the effectiveness of the nursing support provided during the recovery phase.
To assess coping strategies, the Brief COPE Inventory scale may be used, [17] while the Connor-Davidson Resilience Scale (CD-RISC), including the short form (CD-RISC-10), could be adopted to measure the ability to recover from adverse events, potentially establishing a proper follow-up for the patient [18].

The effectiveness of the proposed nursing interventions can be evaluated through a combination of NOC indicators (e.g., Anxiety Self-Control, Communication, Coping), behavioral observations, and, when applicable, validated psychological scales such as the State-Trait Anxiety Inventory (STAI-Y) or Hospital Anxiety and Depression Scale (HADS) [19,20].
The model was developed through a review of literature from related care contexts (e.g., intensive care units, isolation wards) and the consensus among the authors, formed during recent the COVID-19 pandemic. These choices provide a foundation for guiding future empirical validation and pilot implementation.

 

Statistical Analysis

As this work presents a theoretical nursing care model and does not involve the collection of quantitative data, no statistical analysis was performed. Future prospective studies, involving structured data collection and patient outcomes measurement, will be necessary to validate the proposed model using appropriate statistical methods.

 

DESCRIPTION OF THE PROPOSED MODEL

In biocontainment transfers, three distinct phases of nursing care can be identified: the preparatory phase before transport (pre-transport), the transfer phase using the isolator (transport), and the final phase after transport (post-transport). Each phase presents specific care and assistance needs.

Before transport, the patient may experience excessive anxiety related to the procedures and the outcome of the transfer, also due to the visual impact of the isolator. Its limited space may cause a sense of claustrophobia, further intensifying the level of distress.

The observation of specific defining characteristics, such as behavioral/emotional signs like anguish, psychomotor agitation, and verbalized fears, as well as physiological signs like increased heart rate and blood pressure, facial flushing, and a trembling voice, suggests a state of disproportionate and persistent concern in response to perceived threats. Based on these elements, the most appropriate nursing diagnosis is Excessive Anxiety (00400), as it accurately reflects the patient’s distress, expressed through both emotional and behavioral signs and physical hyperactivation.

The primary goal becomes Anxiety Self-Control (NOC 1402), assessed through a reduction in agitation and increased patient cooperation. To achieve this, targeted interventions are necessary. Anxiety Reduction (NIC 5820) and Emotional Support (NIC 5270) are essential to create a reassuring environment and foster empathetic communication.

During biocontainment transport, the use of PPE and the isolator may create concrete communication barriers, [3,5,8] resulting in frustration or misunderstanding. This scenario corresponds to the diagnosis Impaired Verbal Communication (00051), characterized by limited or absent ability to receive, process, transmit, and/or use a symbol system. The outcome to be achieved is Communication (NOC 0902).

The intervention plan includes a key nursing intervention, the Communication Enhancement: Speech Deficit (NIC 4976), which encourages the use of alternative communication channels (e.g., visual aids) and promotes the use of shared language, ensuring mutual understanding.

Concrete examples include:

Use of visual aids such as augmentative and alternative communication (AAC) boards, [9] shared with the patient during the pre-transport phase, or tablets/whiteboards to facilitate needs expression.

Active listening techniques: maintaining eye contact, nodding, asking clarifying questions, allowing time for patient responses [11].

Frequent comprehension checks: asking the patient to repeat or rephrase the information received to confirm understanding.

By implementing these strategies, nurses support patients in overcoming communication barriers related to PPE, isolators, and other devices, maintaining an effective and safe level of interaction.

In the post-transport phase, the need to strengthen coping strategies becomes particularly evident when the patient shows difficulty processing the experience or managing stress from isolation. In this context, the diagnosis Readiness for Enhanced Coping (00158) describes the possibility of reinforcing cognitive and/or behavioral efforts to deal with distressing situations.

The expected outcomes (NOC) include Coping (1302), Personal Resiliency (1309), and Anxiety Self-Control (1402). The aim is to increase the patient’s ability to manage stressful events, [21] show flexibility in new circumstances, and limit agitation or irritability.

Several key interventions (NIC) support this goal:

Coping Enhancement (5230), which encourages identification of existing strategies and discovery of additional resources (e.g., family support via video call, mindfulness techniques) [14].

Emotional Support (5270), offering empathetic listening and normalization of stress reactions [22].

Active Listening (4920) and Counseling (5240), which aid in processing the experience, reduce frustration, and foster patient cooperation [22-24].

Counseling (5240) supports the patient in processing emotional distress by fostering a trusting, empathetic relationship. It helps the patient identify sources of discomfort, express concerns, and explore adaptive coping strategies, thereby enhancing self-awareness and emotional stability after the transfer process [18,22].

 

PhaseDiagnosis (Code)DomainClass

Phase Diagnosis (Code) Domain Class NIC NOC
Pre-transport Excessive Anxiety (00400) 9 2 Anxiety Reduction (NIC 5820) Anxiety Self-Control (NOC 1402)
Emotional Support (NIC 5270)
Transport Impaired Verbal Communication (00051) 5 5 Communication Enhancement: Speech Deficit (NIC 4976) Communication (NOC 0902)
Post-transport Readiness for Enhanced Coping (00158) 9 2 Coping Enhancement (NIC 5230) Coping (NOC 1302)
Personal Resiliency (NOC 1309)
Anxiety Self-Control (NOC 1402)
Emotional Support (NIC 5270)
Active Listening (NIC 4920)
Counseling (NIC 5240)

Table 1. Association between the phases of biocontainment transport and the related elements of the nursing process.

Table 2 illustrates the functionality and operational implementation of the proposed model across the three phases of biocontainment transfer. That table presents a structured fictitious clinical case; for each phase, it describes a generic patient scenario along with the corresponding nursing interventions. This approach aims to exemplify how the theoretical model can be translated into clinical practice, promoting its reproducibility and applicability in high-complexity care settings.

Phase Fictitious Case Description Practical Nursing Interventions
Pre-transport A conscious and oriented adult patient is informed of an imminent transfer toward the radiology department using a biocontainment stretcher. Upon seeing the isolator, the patient becomes visibly agitated, expresses fear, and shows signs of anxiety (e.g., flushed face, tachycardia). • Apply Anxiety Reduction (NIC 5820)
• Use Emotional Support (NIC 5270)
• Perform a rapid anxiety screening (GAD-7)
• Introduce the AAC board
Transport During transfer, communication is significantly impaired due to PPE and physical barriers.
  • Apply Communication Enhancement: Speech Deficit (NIC 4976)
Post-transport After reaching the destination, the patient expresses emotional exhaustion and stress.
  • Apply Coping Enhancement (NIC 5230)
  • Use Emotional Support (NIC 5270) and Active Listening (NIC 4920)
  • Offer Counseling (NIC 5240)

Table 2. Fictitious clinical case illustrating nursing interventions across the phases of biocontainment transport.

Figure 1. Conceptual flowchart illustrating nursing diagnoses, interventions (NIC), outcomes (NOC), assessment tools and practical applications across the phases of biocontainment transport.

 

DISCUSSION

The aim of this study is to develop and propose an innovative structured nursing model designed to address both the clinical and psychological needs of conscious and communicative patients undergoing biocontainment transport. As mentioned in the introduction, most of the literature currently published focuses on the organizational, logistical and technological aspects of the transfer to biocontainment rather than offering organized and systematic nursing care models. Since it incorporates nursing diagnoses, interventions, and expected outcomes based on the NANDA-I, NIC, and NOC taxonomies, the model offered here represents an original contribution in this context. It provides a theoretical and practical approach focused on the psychological, communicative, and relational needs of conscious and communicative patients throughout the entire transfer process. This model is a novel idea that can be validated and applied in high-complexity care settings because of its attention to care detail, taxonomic clarity, and clinical application. The structured model developed highlights how each phase of biocontainment transfer presents specific and distinct care needs. The systematic approach to managing pre-transfer anxiety, maintaining effective communication during transport, and providing psychological support after transfer underscores the need for personalized and coordinated interventions.

The integration of nursing diagnoses, NOC outcomes, and NIC interventions enables the construction of a comprehensive care response that addresses not only clinical aspects but also emotional and relational dimensions.

The impact of biocontainment on patient-provider communication is particularly significant [3,5].

The use of PPE and isolating devices presents real obstacles and requires well-planned alternative strategies to prevent further emotional deterioration.

Finally, the post-transport phase is often underestimated but can be a critical moment for the patient to process the experience. Strengthening coping skills and promoting resilience not only improve clinical outcomes but also enhance the patient’s overall care experience [21].

 

Limitation

This theoretical nursing care model was developed through the integration of taxonomy and expert consensus, without direct patient involvement.

The implementation and effectiveness in real clinical settings have not yet been evaluated; future studies should be structured to assess the outcomes related to its application through quantitative measurements and subsequent evaluations in biocontainment transfer settings.

Such investigations will be essential to refine the model and confirm its clinical relevance and utility.

The proposed nursing care model can be practically applied in various high-complexity clinical settings, such as infectious disease units, intensive care units, and specialized medical transport services for highly infectious patients.

To validate the model’s effectiveness, the systematic collection of clinical data before and after the biocontainment transfer is recommended. Among the possible assessment tools, the GAD-7 scale may be used for anxiety, the Brief COPE Inventory for coping strategies, and the CD-RISC-10 for resilience levels. In cases of limited verbal communication, the use of structured observational checklists and AAC (Augmentative and Alternative Communication) tools can provide reliable alternative measurements.

The analysis of collected data may include descriptive statistics and inferential tests to compare pre- and post-intervention conditions. These strategies will allow for measuring the model’s impact on key care outcomes and refining its applicability for potential structured implementation in the future.

 

CONCLUSIONS

The management of patients in biocontainment requires a strategic combination of clinical and communication skills to address the nursing diagnoses that emerge throughout the three phases of transfer. By applying structured care models, it is possible to improve clinical outcomes, reduce biological risks, and ensure effective communication even in extreme isolation conditions. The integration of protocols and nursing interventions provides an effective solution to the demands of complex and highly specialized care. Although the efficiency of the suggested model has not yet been confirmed in practical situations, it constitutes a substantial theoretical advance to the nursing management of biocontainment transfers.  In order to confirm its practical application and quantify its observable advantages on important care outcomes, pilot projects and prospective studies should be started and carried out in real care situations.  The model's robustness can only be verified and its organized adoption encouraged by means of rigorous testing

 

Ethical Approval

For this study, no formal approval from the Local Ethics Committee was required.

 

Conflicts of Interest and Funding Sources

The authors declare that they have no conflicts of interest related to this work. The study received no financial support from public or private entities, including pharmaceutical or industrial companies.

 

Authors’ Contributions

Federico D’Urso: conceived the study, developed the care model, and coordinated the writing of the manuscript. Salvatore Trifiletti: contributed to the organization of the NANDA-I, NIC, and NOC framework. Edoardo Falcone: participated in literature review and content refinement. Mara Gracy Basile: contributed to methodological structure and theoretical validation. Ulrico Angeloni: revised and validated the entire study and ensured its clinical and theoretical consistency. All authors read and approved the final version of the manuscript.

 

Acknowledgments

The authors would like to thank the staff of the Italian Red Cross – Public Health Department for their continuous support and collaboration in developing the proposed model. Special thanks also to the academic community for the critical reflection that inspired the elaboration of this work.

 

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This work is licensed under a Creative Commons Attribution-NonCommercial-NoDerivatives 4.0 International License.


FINGER VERSUS FOREHEAD PULSE OXIMETRY IN LITERATURE: A NARRATIVE REVIEW

Rita Citarella 1*, Carmine Sammartino 2, Aniello Lanzuise 3, Marco Abagnale 4

 

1 Department of Surgery and Anesthesia, “Umberto I” Hospital of Nocera Inferiore”, 84014, Salerno, Italy.

2 Department of Kidney Transplantation, “San Giovanni di Dio e Ruggi d’Aragona” Hospital, 84131, Salerno, Italy.

3 Corporate Health Management, "Ospedale dei Colli",80131, Napoli, Italy.

4 Department of Critical Care, M. Scarlato Hospital, 84018, Scafati, Salerno, Italy.


*
Corresponding author: Rita Citarella, Department of Surgery and Anesthesia at Umberto I Hospital o fNocera Inferiore, 84014 Salerno, Italy. E-mail: rita.citarella.91@gmail.com

 

Cite this article

 


ABSTRACT

Introduction: Pulse oximetry is a technology for monitoring oxygen saturation (SpO2) in various clinical settings.However, measurement of SpO2 value can have different accuracy depending on some factors such as the sensor placement (on the finger or on the head). This narrative review was conducted to synthetize the better evidence to compare finger and forehead pulse oximetry in patients requiring Sp02 monitoring, in order to identify which method was the most effective for nursing practice.

Objective: to describe the potential effectiveness of pulse oximetry saturation measurement using finger sensors versus forehead sensors, focusing exclusively on their reliability in various clinical conditions. This analysis aims to identify the most accurate method for SpO2 monitoring in nursing practice, particularly when addressing challenges related to peripheral perfusion and motion artifacts.

Materials and Methods: A narrative review was conducted through the PubMed and CINAHL databases, the selected articles had to answer the following research questions: “Which sensor placement, finger or forehead, is most effective for measuring oxygen saturation (SpO2) in patients with compromised peripheral perfusion?”; and “Between finger pulse oximetry and forehead pulse oximetry, which is considered the gold standard for accurate SpO2 measurement? “

Results: Four studies were selected. The selected studies show that forehead sensors provide more reliable and accurate measurements, especially under adverse conditions, due to their resistance to peripheral vasoconstriction and motion artifacts. Finger sensors, while widely used, exhibit limitations in physiologically stressful situations.

Conclusions: The finger pulse oximetry remains the standard in most scenarios, but forehead sensors may provide more reliable readings in critically ill patients with compromised peripheral perfusion.

Keywords: oxygen saturation, pulse oximetry, finger sensor, forehead sensor, digit sensor, narrative review.


INTRODUCTION

Pulse oximetry is often described as the fifth vital sign[1]; it represents a rapid, non-invasive method to measure peripheral capillary oxygen saturation (SpO2) in the blood by directing light of specific wavelengths through tissue, typically at the fingernail bed. The “SpO2” value provided by the pulse oximeter reflects the percentage of oxygenated hemoglobin in the blood.[2].The “S” stands for saturation, “p” indicates that it is measured peripherally (rather than from arterial blood) and “O2” represents the oxygen. Deoxygenated and oxygenated hemoglobin absorb light differently, at wavelengths of 660 nm and 940 nm, respectively. The light absorption data isanalyzedby a proprietary algorithm within the pulse oximeter to produce a saturation value [3]. This non-invasive technique, revolutionized patient monitoring by allowing continuous and immediate assessment of oxygenation status, which was previously possible only through invasive methods such as arterial blood gas analysis[4]. Fingernail and forehead are the most common application sites [5]. In this review, we focused our attention on the two most common application sites, finger and fore ahead, in order toassess which of these two methods is better in terms of sensibility (also in patients under impaired clinical conditions). The decision to focus exclusively on finger and forehead sites for oxygen saturation monitoring was driven by their proven reliability in both routine and critically adverse conditions, as supported by existing evidence. These locations were selected based on their widespread use in clinical practice and their relevance to nursing competencies, ensuring standardized and effective monitoring for patients.Existing studies highlight that both finger and forehead sensors outperform other alternative sites such as the earlobe or chest. While earlobe pulse oximetry is sometimes used, it has not consistently demonstrated superior reliability compared to the finger or forehead in diverse clinical scenarios, limiting its integration into evidence-based nursing protocols.[6] Pulse oximeter probes typically consist of two light emitters and a detector, which either receives light transmitted through the tissue or detects light reflected from a site like the forehead [7]. These probes are available in disposable adhesive or reusable clip designs, catering to different clinical needs. At sea level, normal oxygen saturation ranges from 96% to 100%, while individuals living at higher altitudes may have slightly lower saturation levels due to reduced atmospheric oxygen[8].Pulse oximeters are calibrated for saturation levels between 70% and 100%, with an accuracy of 2% to 4%[9]. It is important to note that various factors can influence pulse oximeter readings. For instance, colder temperatures may reduce accuracy; so, maintaining a temperature near 33°C (91.4°F) is recommended for reliable measurements. External factors (such as black or blue nail polish and artificial nails) can also interfere with readings. [10] If these obstructions cause inaccuracies, repositioning the sensor sideways on the finger bed has shown some success, though this placement falls outside the sensor's calibration parameters.However, measurement of SpO2 value can have different accuracy depending on some factors such as the sensor placement (on the finger or onthe head).[11]Monitoring oxygen saturation requires precision, and nursing professionals are extensively trained to apply and interpret results from sensors placed on the finger and forehead[12].These sites allow for continuous assessment while ensuring patient comfort and minimizing interference during routine care activities. The inclusion of additional sites could lead to inconsistencies in application and monitoring outcomes, complicating care delivery without providing significant advantages[13].By focusing on finger and forehead sites, the review aligns with clinical guidelines and promotes uniformity in practice, facilitating clearer communication and collaboration among healthcare teams.


PURPOSE

The purpose of this narrative review was to describe the potential effectiveness of pulse oximetry saturation measurement using finger sensors versus forehead sensors, focusing exclusively on their reliability in various clinical conditions.This analysis aims to identify the most accurate method for SpO2 monitoring in nursing practice, particularly when addressing challenges related to peripheral perfusion and motion artifacts.


MATERIALS AND METHODS

A comprehensive bibliographic search was conducted on PubMed (via MEDLINE), CINAHL (via EBSCO), in April 2024


Search strategy and keywords used

A narrative review of the literature [14] was conducted following the methodology reported in the ‘Scale for the Assessment of Narrative Review Articles’ (SANRA) [15].The following research question was formulated:

Which sensor, on the finger or forehead, is more reliable and accurate for measuring oxygen saturation (SpO2) in patients with compromised peripheral perfusion?”;

To conduct the literature search, a research question was previously outlined using the P.I.C.O. framework, which stands for population, intervention, comparison and outcomes (Table 1).

POPULATION

PATIENTS REQUIRING SPO2 SATURATION MONITORING

INTERVENTION

FINGER PULSE OXIMETRY

COMPARISON

SENSORS FOREHEAD PULSE OXIMETRY

OUTCOME

ACCURACY AND RELIABILITY OF SpO2 READINGS


Table 1.
The PICO methodology assessment

The search strategy included combinations and synonyms of free text and MESH (medical subject headings) terms, usingthe Boolean operators “AND” and “OR” to interconnect the following keywords:oxygen saturation, pulse oximetry, finger sensor, forehead sensor, digit sensor, SpO2 accuracy, low peripheral perfusion conditions.To identify additional studies, we also examined the reference lists of retrieved articles.


Inclusion and Exclusion criteria

Studies that responded to the hypotheses of bibliographic research were considered. Primary studies, systematic reviews and guidelines were included. The inclusion criteria used for the selection of articles were: 1) human population including both males and females, 2) studies in English language, 3) available abstract and 4) publications of the last 10 years. Articles of national and international scientific literature whose title and content contained at least one of the keywords or a link to them are included.All those quotes for which it was not possible to find the written “full text” version were excluded.The results obtained were analyzed by C.R and A.M. independently, by title and abstract, to identify relevant articles.The selected studies were found in full text format, read critically and the relevant ones were included in the review.


RESULTS

The bibliographic search revealed 72 references, of which 22 in CINAHL Complete and 50 in PubMed.Two references were excluded at the beginning because they were double.After a selection by reading the title and abstract, 54articles were excluded,.The main reasons for exclusion included: lack of relevance to the research questions (for example studies not comparing finger vs forehead sensor), use of pediatric or animal populations, absence of full text, publication date older than 10 years, and articles not written in English.The articles initially included were 16full text articles. The results were analyzed by C.R. and A.M. independently and read critically; of the 16remaining papers4 were included, respectively: 3 articles in PubMed and 1 article in CINAHL Complete.After full-text reading, 12 articles were excluded for the following reasons:6 did not meet the inclusion criteria regarding a direct comparison between finger and forehead sensors or did not report clinically relevant data on SpO₂ accuracy or reliability;3 used outdated technologies not aligned with current clinical standards;2 lacked the quantitative data necessary for outcome analysis; and 1 was a narrative review without original research data.


S
elected studies

The following table reports the included studies, describing their features: year of publication, name of authors, aim, methodology, study sample, their results and outcome measures(Table 2); 4 articles were identified, published between 2015 and 2025, with different methodology as follows: one prospective study and three observational studies.

YEAR

AUTHORS

AIM

STUDY DESIGN

SAMPLE

RESULTS

OUTCOME MEASURES

2018

[ 16]

Seifi S. et al.

To Determine which placement of pulse oximetry sensors (finger, forehead, ear or toe) provides the most accurate measurements vs ABG to in intensive care unit patients.

Prospective observational study

50 pts admitted to the intensive care unit following coronary artery bypass surgery.

FoSpo02 was the ↑.

Finger and toe sensors showed > variability, especially in case of low peripheral perfusion conditions.

Accuracy vs ABG, variability

2020

[17]

Kelly KL et al.

To compare performance of pulse oximetry sensors on the finger and forehead during MXT in patients with heart failure.

Observational study.

40 pts

FoSpo02 ↑ during intense exercise.

Reliable, signal stability, response time

2022

[18]

Robertson L et al.

To assess the accuracy, reliability and signal quality of pulse oximetry sensor placed on the forehead and finger during the 6-MWT, using CBG as the clinical reference.

Observational study.

80 pts with pulmonary vascular disease.

FoSp02 is ↑ to the FiSp02.

However, both sensors showed < accuracy in patients with significant desaturation (< 80% SpO2).

Signal quality, reliable, accuracy vs CBG , sensor riability

2024

[19]

Lynggaard A. et al

To evaluate the reliability of SpO2 measurements from sensors placed on the finger, forehead, and ear during the 6-MWT in patients with systemic sclerosis.

Observational study.

82 pts

FoSp02 is ↑ to the FiSp02.

FoSp02 showed < accuracy in patients with vascular complications

Signal quality, accuracy, reliable

Table Legend: pts= patients,FiSp02= finger sensor, FoSpo02= forehead sensor,ABG= arterial blood gas,> = major, < = minor,CBG= capillary blood gas,↑=more reliable,6-MWT=6- Minute Walking Test,MXT=maximal exercise testing

Table 2. Analysis of selected studies

 

The first study, conducted in Iran [16], compared four sensor placements using arterial blood gas as a reference. The results showed that the forehead sensor had the highest accuracy, particularly in patients with low peripheral perfusion, while finger ant toe sensors showed greater variability. The second study, conducted in the United Kingdom [17], assessed signal stability and response during maximal exercise in heart failure patients. It found that the forehead sensor provided more reliable readings, whereas the finger sensor tended to underestimate Sp02. The third study, from the Usa [18], involved patients with pulmonary vascular disease undergoing the 6- minute walk test. The study evaluated signal quality, accuracy vs capillary blood gas, and sensor reliability during desaturation episodes. The forehead sensor showed better signal consistency, although with a slight overestimation of Sp02, values below 80%. The fourth study, form Denmark [19], examined patients with systematics clerosis. It compared sensor placements in terms of error rate, signal dropouts, and inter -device agreement, showing the forehead sensor, outperformed the finger sensor, especially in patients with vascular complications.


Study description

According toSeifi’s study[16]comparing the different methods the forehead sensor was most accurate than the finger. Attention must be focused on low peripheral perfusion conditions; in effect, in these cases, finger and toe sensors showed higher variability, providing results that didn’t reflect the real life.This study[16], being prospective in design, provides a relevant contribution to the literature; probably, however, a larger sample could yield more robust results. For reason, other authors, such as Kelly Kl et al.[17], decided to assess the impact of the use of forehead sensor in some particular condition such as intense exercise; in this case, according to their results, the forehead sensor showed higher reliability. Furthermore, as shown by Robertson’s study[18], compared to finger sensor, the forehead sensor showed more reliable signal quality. The limit of this last study is its observational nature, although the sample is to be noted enrolling 80 patients. The problem arises in patients with vascular complications: in these cases, compared to foreheadsensor, the finger sensor showed poor accuracy [19].


DISCUSSION

The purpose of this narrative review was to describe the potential effectiveness of pulse oximetry saturation measurement using finger sensors versus forehead sensors, focusing exclusively on their reliability in various clinical conditions. This analysis aims to identify the most accurate method for SpO2 monitoring in nursing practice, particularly when addressing challenges related to peripheral perfusion and motion artifacts.Pulse oximetry is a critical tool in clinical practice; however, the accuracy of measurements can vary depending on some factors such as the sensor’s placement, the patient’s condition and motion of perfusion.The four studies analyzed provide a comprehensive overview of the differences between finger and forehead pulse oximeters in various clinical contexts, highlighting the strengths and limitations of each device. Below is a detailed comparison supported by the findings of these studies. The observational study by Seifi et al.[16], involving 67 post-coronary bypass patients, demonstrated that forehead sensors have superior accuracy compared to finger sensors, particularly in conditions of poor peripheral perfusion. Similarly, the validation study by Elkjær et al.[19],conducted on 82 patients with systemic sclerosis (SSc), found that forehead and earlobe sensors outperformed finger sensors. Forehead sensors, benefiting from better central perfusion, provided more reliable measurements in these settings. The clinical trial by Kelly et al.[17], involving 29 patients with heart failure and coronary artery disease, highlighted the superior reliability of forehead sensors during maximal exercise. Finger sensors underestimated SpO2 during peak exertion due to reduced peripheral perfusion. The clinical study by Robertson et al.[18], conducted on 80 patients with pulmonary vascular or interstitial lung diseases during the six-minute walk test (6MWT), also found forehead sensors more reliable, particularly during episodes of exercise-induced desaturation. However, the forehead sensor exhibited a slight bias compared to capillary blood gas (CBG) measurements, especially during deep desaturation. This reinforces the need for caution when interpreting extreme SpO2 values. All four studies highlight the limitations of finger pulse oximeters in conditions of poor peripheral perfusion, whether caused by critical illness, exercise or vascular disease. While finger sensors remain adequate for routine monitoring in stable patients, they underperform in situations requiring high accuracy. The forehead sensor consistently emerged as the most reliable alternative, particularly in:critically ill patients (Seifi et al.[16]), people undergoing physical exertion (Kelly et al.[17], Robertson et al.[18]) and patients with vascular conditions like systemic sclerosis (Elkjær et al.[19]). The studies involved different groups of patients and different clinical environments. These differences reflect the variety of clinical contexts and patient populations, providing a comprehensive perspective on the use of pulse oximeters in different conditions. However, despite these variations, the studies consistently agree that forehead sensors offer greater reliability than finger sensors in critical or dynamic conditions. Finally, the four studies address the research question as follows:

Research Question 1:Which sensor, on the finger or forehead, is more reliable and accurate for measuring oxygen saturation (SpO2) in patients with compromised peripheral perfusion?”:All four studies indicate that the forehead sensor placement is more reliability in patients with compromised peripheral perfusion. This is due to the fact that peripheral sites, such as the fingers, often show reduced perfusion in critically ill patients, leading to inaccurate or delayed readings. In contrast, the forehead maintains a more stable blood flow under such conditions, allowing for more accurate and reliable SPO2 measurements. Therefore, the studies consistently support the use of forehead sensors in scenarios involving low peripheral perfusion while finger pulse oximetry is widely used in routine clinical settings. Forehead sensors demonstrate faster response times and more consistent readings, minimizing the likelihood of underestimation or signal loss. As a result, in critical care contexts or when peripheral perfusion is impaired, forehead pulse oximetry is regarded as the more reliability method and may be considered the preferred standard for SpO2 monitoring.

Before drawing final conclusions, it is necessary to consider the methodological limitations of the included studies. It is also important to highlight that the included studies present some methodological limitations. Small sample sizes, variability in study design (mostly observational), and inconsistent use of reference standards (not all studies included comparison with arterial blood gas analysis) may affect the reliability of the findings. Moreover, the diversity of patient populations reduces the generalizability of the results across broader clinical settings


Implications for clinical practice

The review suggests that forehead pulse oximeters are more reliable than finger pulse oximeters in clinical scenarios involving poor peripheral perfusion, exercise-induced desaturation or specific chronic conditions such as heart failure and systemic sclerosis. The forehead sensors demonstrated superior performance in terms of accuracy, consistency and resistance to artifacts caused by motion or vasoconstriction. With this review we want to emphasize the crucial role of nurses in selecting the most appropriate pulse oximeter based on the patient's condition and clinical context. So, all nurses must be able to identify critically ill patients, those undergoing physical activity or individuals with vascular impairments (in order to ensure accurate SpO2 measurements using forehead pulse oximeters). Conversely, finger pulse oximeters remain suitable for stable patients with normal perfusion and routine monitoring. Nurses, as primary providers of patient care, play a pivotal role in monitoring oxygen saturation and must be aware of the limitations and advantages of each device. Proper training in device selection, positioning and interpretation of readings is essential to optimize patient outcomes and avoid diagnostic errors. By integrating this knowledge into daily practice, nurses can significantly contribute to more accurate assessments and improved clinical decision-making.


Strengths and limitations of the study

This review has some limitations:first, only two databases were consulted; moreover, the studies included in this review enrolled small sample sizes, often limited to patients with different diseases; for example, the study by Seifi enrolled only 50 patients following coronary artery bypass surgery [16], the Kelly’s study enrolled only 40 patients with stable heart failure [17] and theElkjaer’s study assessed only patients with systemic sclerosis [19]. For this reason, these studies did not use generalized data. In addition, Kelly [17] and Elkjaer’s[19] studies have not used a standard clinical reference like a blood gas analysis, but they only compared the different sensors without being able to validate the accuracy of the measurements. The Robertson’s study [18] used capillary blood gas (CBG) for validating Spo2 measurements, which is less accurate compared to Arterial Blood Gas, the gold standard for determining arterial oxygen saturation (Sa02). Finally, there are not many studies that have deal with this topic in the last ten years; for this reason, the review is limited to a small number of selected articles. As for the strengths, it can be noted that the research addresses a real-world clinical challenge frequently encountered in intensive care units, making to patient care and decision-making.Finally, although the exclusive inclusion of studies published in English may introduce a language bias, this decision was made to facilitate a more accessible and coherent review of the relevant literature, considering that a substantial proportion of high-quality evidence on the topic is published in English.By identifying the most reliable sensor placement under specific physiological conditions, the study offers guidance that could enhance monitoring accuracy and optimize clinical interventions.

This review, also, presents methodological limitations inherent to its narrative design. Specifically, the absence of a systematic methodology introduces a risk of subjective selection bias, as the inclusion of studies may be influenced by the reviewers' judgment. Furthermore, reproducibility is limited, and the review may not be exhaustive, potentially omitting relevant studies. These factors reduce the objectivity of the conclusions. Although a structured search strategy (PICO framework, selected databases, inclusion criteria) was applied, the narrative approach does not include a standardized critical appraisal of study quality, increasing the risk of bias.


CONCLUSION

This narrative review was conducted todescribe the potential effectiveness of pulse oximetry saturation measurement using finger sensors versus forehead sensors, focusing exclusively on their reliability in various clinical conditions. This analysis aims to identify the most accurate method for SpO2 monitoring in nursing practice, particularly when addressing challenges related to peripheral perfusion and motion artifacts. The evidence suggests that, while finger pulse oximetry remains the standard in most scenarios, forehead sensors may provide more reliable readings in critically ill patients with compromised peripheral perfusion. This evidence underscores the need for nurses and healthcare providers to adapt their monitoring strategies to ensure accurate and timely oxygenation assessments, ultimately improving patient outcomes. Further research is recommended to validate these findings across diverse clinical settings and patient populations.


Funding statement

This research did not receive any specific grant from funding agencies in public, commercial or not for profit sectors.


Conflict of interest

The authors report no conflict of interest.


Authors’ contribution

CR and AM were the major contributors in writing the manuscript. SC, and LA performed the data collection and interpreted the patient data.All authors read and approved the final manuscript.

 


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How Deep Are the Invisible Wounds? The Impact of Maternal Stress During Pregnancy on Adolescent Anxiety: A Cross-Sectional Study

Dessy Ekawati 1*, Nurul Azmi Arfan 2, Esti Pratiwi Yosin 2, Endang Yuswatiningsih 3

1 Department of Nursing, Faculty of Health, Institute of Science and Health Technology Insan Cendekia Medika Jombang, Indonesia.

2 Department of Midwifery, Faculty of Health, Institute of Science and Health Technology Insan Cendekia Medika Jombang, Indonesia.

3 Vocational Nursing Study Program, Ngawi District Government Nursing Academy, Indonesia.


* Corresponding Author:
Dessy Ekawati, Department of Nursing, Faculty of Health, Institute of Science and Health Technology Insan Cendekia Medika Jombang, Indonesia. E-mail: dessyekawati.s1201@gmail.com, +6289624753811

 

Cite this article

 

ABSTRACT

Background: Pregnancy-related stress can affect a child’s development for a long time, increasing the likelihood of teenage anxiety. High levels of stress hormone exposure during pregnancy may interfere with the development of the nervous system and stress reactions, making a person more susceptible to anxiety disorders.


Objective
: The purpose of this study is to determine the degree to which prenatal stress leads to teenage anxiety and to examine the association between maternal stress during pregnancy and teenage anxiety levels.


Methods
: A cross-sectional design was used, involving 143 mothers with adolescents aged 10–19 years, selected through purposive sampling. The Prenatal Distress Questionnaire (PDQ) was used to measure prenatal stress, while the Generalized Anxiety Disorder-7 (GAD-7) was used to measure anxiety in adolescents. The link between prenatal stress and teenage anxiety was examined using Spearman's correlation, and the impact of prenatal stress on teenage anxiety was ascertained using ordinal regression.


Results
: Prenatal stress and teenage anxiety were significantly positively correlated, according to Spearman's correlation test (r= 0.51; p < 0.0001). Ordinal regression analysis indicated that prenatal stress significantly influenced adolescent anxiety (Chi-Square = 27.9; p < 0.0001), explaining 45.6% of its variability (Nagelkerke R²= 0.46).


Conclusion
: Maternal stress during pregnancy showed a moderate, significant positive correlation with adolescent anxiety (r= 0.51; p < 0.0001), explaining 45.6% of the variance in anxiety levels. Strengthening psychosocial support for pregnant women and implementing early prenatal stress detection programs are essential strategies to reduce the risk of anxiety disorders in their children. These findings highlight the need for psychological support programs for pregnant women to reduce the risk of anxiety disorders in their children.


Keywords
: prenatal stress, adolescent anxiety, maternal anxiety, maternal mental health

 


INTRODUCTION

Pregnant women face various physical and emotional challenges that can affect their psychological well-being. Stress experienced during pregnancy not only impacts the mother but can also influence fetal development and the child's well-being in the future. Anxiety experienced by adolescents is one of the long-term effects of prenatal stress that is often overlooked [1]. Previous studies have demonstrated that maternal stress during pregnancy is significantly associated with an increased risk of anxiety symptoms in adolescents, suggesting that early life stress exposure may have enduring psychological consequences [2].

Adolescents with a history of mothers experiencing stress during pregnancy are more vulnerable to anxiety disorders compared to their peers. High exposure to stress hormones in the womb has the potential to disrupt the development of the nervous system and the child's stress response later in life. Specifically, elevated levels of maternal cortisol during critical periods of fetal development may alter the structure and connectivity of brain regions involved in emotional regulation, such as the amygdala, hippocampus, and prefrontal cortex [3]. Van Den Bergh et al. (2005) found that prenatal exposure to maternal anxiety alters amygdala connectivity in the fetus, potentially affecting emotional regulation into adolescence [4]. Anxiety in adolescents can significantly affect their social life, academic performance, and mental health. Anxiety's long-term consequences include poorer academic performance, trouble interacting with others, and a higher chance of developing other mental health conditions like depression [5].

Pregnancy can be a period of psychological stress, anxiety, and health concerns. Even in uncomplicated pregnancies, around 20% of women experience excessive worry about future events. Studies suggest that 10-16% of pregnant women are diagnosed with major depressive disorder, while up to 70% experience stress and anxiety. Though the overall prevalence of psychosocial stress during pregnancy remains unclear, research indicates that 22-25% of women experience high stress levels in each trimester [6]. A recent meta-analysis involving over 200,000 pregnant women across 102 studies reported that self-reported anxiety symptoms increased from 18.2% in the first trimester to 24.6% in the third trimester. Meanwhile, clinically diagnosed anxiety disorders were found in approximately 18% of women in the first trimester and 15% in the later stages of pregnancy. This discrepancy may be due to the overlap between depression symptoms and normal emotional fluctuations during pregnancy. Additionally, approximately 6.0–16.7% of pregnant women experience severe stress, while 13.6–91.86% experience mild to moderate stress [7].

Stress during pregnancy can be triggered by various factors, such as economic pressure, household conflicts, lack of social support, and maternal health conditions, including sleep disturbances and prenatal depression [8]. Furthermore, maternal age is important, especially for young moms, who frequently endure higher stress levels as a result of social pressure, mental unpreparedness, and restricted access to quality healthcare facilities. This problem is made worse by ignorance about pregnancy and parenting, which eventually affects the growth of the fetus as well as the health of the mother. Long-term stress can raise the risk of pregnancy issues such gestational hypertension, preeclampsia, and preterm birth by interfering with the control of cortisol, which is involved in the body's stress response [9]. Additionally, high exposure to stress hormones in the womb can affect fetal nervous system development, particularly in brain regions responsible for emotional and stress regulation, such as the amygdala and prefrontal cortex. Therefore, children of high-stress pregnant moms are more likely to have a lower stress threshold, be more susceptible to psychological strain, and develop anxiety problems during adolescence [10]. A systematic review by Tung et al. (2023) concluded that prenatal stress significantly correlates with increased risk of anxiety and behavioral issues in offspring [11].

Given these findings, it is crucial to better understand how maternal stress during pregnancy may contribute to adolescent mental health outcomes. Preventive efforts can be made by enhancing psychosocial support for pregnant women and providing education on stress management during pregnancy. Maternal mental health programs in healthcare facilities should be strengthened to enable early detection of prenatal stress. Family support and psychological counseling services can also help reduce maternal stress levels, thereby minimizing the risk of anxiety disorders in adolescents later in life [12].


Objective

This study aims to

1) examine the connection between teenage anxiety levels and the stress experienced by the mother during pregnancy, as well as;

2) assess the degree of association between prenatal stress and adolescent anxiety, considering possible confounding factors.

 


MATERIALS AND METHODS


Design

A cross-sectional study.

 

Sample

This study involved 143 mothers with adolescent children aged 10–19 years as respondents. Based on the Slovin formula with a 5% margin of error, the minimum required sample size for an estimated population of approximately 223 mothers was 143 participants. Participants were recruited from community health centers (Puskesmas) and Community Health Volunteer in Jombang District, East Java Province, Indonesia, through direct invitations and announcements with the assistance of community leaders. Inclusion criteria were:(1) mothers with adolescent children aged 10–19 years; (2) mothers able to recall and describe their experiences during pregnancy; and (3) willingness to participate by signing informed consent. Exclusion criteria included: (1) mothers with a history of severe psychiatric disorders that could affect memory reliability, and (2) mothers whose adolescent children had diagnosed neurodevelopmental disorders to avoid potential confounding factors. To minimize selection bias, recruitment procedures were standardized with uniform information sheets and consent forms provided to all candidates, and data collection was carried out by trained researchers. Nevertheless, the possibility of selection bias inherent to purposive sampling cannot be completely ruled out. Although convenience sampling allowed for timely data collection, it may have introduced selection bias and limited generalizability, compared to randomized sampling methods used in similar studies.


Data Collection

Data collection in this study was conducted in Jombang, a district in East Java Province, Indonesia, located in the eastern part of Java Island. The study took place from January 2025 to March 2025, focusing on maternal stress during pregnancy and its relationship with adolescent anxiety levels. A structured and systematic approach was implemented to ensure valid and reliable results.

Prior to data collection, a preliminary pilot test involving 10 participants was conducted to evaluate the clarity, comprehension, and cultural relevance of the instruments. To further improve data quality, several study team members with relevant expertise were involved in reviewing the research tools. Dessy Ekawati, holding a master’s degree in psychiatric nursing and formal training in Cognitive Behavioral Therapy (CBT) and statistical data processing, assessed the psychological aspects and clarity of emotional stress-related items. Nurul Azmi Arfan and Esti Pratiwi Yosin, both holding master's degrees in midwifery with a specialization in maternal and adolescent development, evaluated the cultural appropriateness and contextual suitability of the instruments. Their input was utilized to refine item wording, improve sensitivity to the local context, and enhance the comprehensibility of the questionnaires.

The primary data collection was conducted by Dessy Ekawati, with support from Nurul Azmi Arfan and Esti Pratiwi Yosin, to ensure consistency and minimize procedural bias. Endang Yuswatiningsih, a master's graduate in community nursing with expertise in statistical analysis, was responsible for supervising data management and quality control. Throughout the research process, participant anonymity and confidentiality were strictly maintained to promote honest and accurate responses. This study is part of a broader research initiative investigating the impact of maternal psychological stress during pregnancy on emotional outcomes during adolescence.


Measures

Maternal stress during pregnancy was measured using the Prenatal Distress Questionnaire (PDQ), while adolescent anxiety was assessed via the Generalized Anxiety Disorder-7 (GAD-7). The PDQ contains 12 items across six facets of prenatal stress, rated on a 5-point Likert scale (1 = Never to 5 = Very often): Baby’s Health & Childbirth, Physical Changes & Pregnancy Symptoms, Relationships & Social Support, Mother’s Role & Responsibilities, Financial & Career Concerns, and Mental & Emotional Health. Total scores range from 12 to 60, and were categorized as follows: low (12–27), moderate (28–43), and high (44–60). A validity test using Confirmatory Factor Analysis (CFA) showed that all items had a loading factor greater than 0.40, while the reliability test with Cronbach’s Alpha = 0.85 indicated good internal consistency. To ensure cultural relevance, the PDQ instrument used has been validated in the Indonesian context [13],

Teenagers' anxiety levels for the previous two weeks were evaluated using the GAD-7. It consists of seven items classified into None/Minimal Anxiety (0–4), Mild Anxiety (5–9), Moderate Anxiety (10–14), and Severe Anxiety (15–21). The items are assessed on a 4-point Likert scale (0 = Never to 3 = Nearly every day), with a total score ranging from 0 to 21. A validity test of GAD-7 using Exploratory Factor Analysis (EFA) showed a loading factor greater than or equal to 0.60, and the reliability test with Cronbach’s Alpha = 0.91 demonstrated excellent internal consistency. To ensure cultural relevance, the GAD - 7 instrument used has been validated in the Indonesian context [14].

The translation and cross-cultural adaptation of both instruments into Bahasa Indonesia were performed by the research team, composed of experts in psychiatric nursing, midwifery, and community nursing, all of whom are fluent in both English and Bahasa Indonesia. The translation followed a forward and backward translation process to ensure linguistic accuracy and cultural relevance. The pre-final versions were tested on 10 participants during a pilot phase to assess clarity, cultural appropriateness, and understanding, followed by minor linguistic adjustments where necessary.

To ensure the clarity and comprehensibility of the final versions, written instructions were provided to participants, and the operator was available to explain any unclear items during administration. This adaptation process ensured that the instruments remained valid and culturally appropriate for use in the Indonesian context.


Data Analysis

This study assessed adolescent anxiety levels using the Generalized Anxiety Disorder-7 (GAD-7) and maternal prenatal stress using the Prenatal Distress Questionnaire (PDQ). Data analysis, performed with SPSS (version 26), included descriptive statistics to characterize respondents and examine mean values, standard deviations, and data distribution. A normality test using Kolmogorov-Smirnov showed
p < 0.0001 (p < 0.05), indicating that the data were not normally distributed. Therefore, the relationship between maternal stress during pregnancy and adolescent anxiety was analyzed using Spearman’s correlation test, which is suitable for ordinal-scaled data that are not normally distributed. Additionally, to determine the influence of prenatal stress on adolescent anxiety levels, ordinal regression analysis was employed, considering that the dependent variable (adolescent anxiety level) was ordinal. Ordinal regression was used to assess the extent to which an increase in maternal prenatal stress levels contributed to a higher likelihood of adolescent anxiety. All analyses were conducted with a significance level of p < 0.05, indicating that the results obtained were statistically meaningful.


Ethical Considerations

This study was approved by the Institutional Review Board (Ref: 2025-014). Participants provided written informed consent, and data confidentiality was ensured. The study adhered to the ethical principles outlined in the Declaration of Helsinki (2013), and data were stored securely with password-protected files.

 


RESULTS


Sample Characteristics

All mothers were under 20 years old during pregnancy (100%). Most mothers had dropped out of school or did not continue their education beyond elementary or junior high school (74.1%). The majority of mothers were housewives (63.6%) and married (86%), while single mothers were those who had experienced divorce after giving birth. Most mothers were experiencing their first pregnancy (50.3%), while those with a second or subsequent pregnancy had a history of previous miscarriage. The majority of mothers experienced mild pregnancy complications (81.1%), such as mild anemia, excessive nausea and vomiting, or low blood pressure, while the remaining mothers experienced severe complications (18.9%). Most children of mothers who experienced stress during pregnancy have now reached adolescence, with the majority aged 10-13 years (51.0%) and currently attending junior high school (73.4%). The majority of the children were male (52.4%). Most respondent families belonged to the lower socioeconomic status category (51.0%), and the majority of the children lived in urban areas (51.0%).

During pregnancy, the majority of mothers (91.6%) experienced moderate levels of stress, while a small proportion experienced low (2.1%) or high (7.0%) stress levels, as measured by the Prenatal Distress Questionnaire (PDQ). Among adolescents, 2.7% reported mild anxiety, 88.1% moderate anxiety, and 9.8% severe anxiety, as measured by the GAD-7.

A majority of mothers reporting high stress levels also came from lower socioeconomic backgrounds, which may reflect the compounding effect of economic hardship on prenatal stress.

Table 1 presents the demographic data of respondents.

Characteristic

Category

n (%)

M (SD)

Median (IQR)

Sociodemographic of Mother

Age at pregnancy

13 – 19

15.91(2.02)

15.91

(14.55–17.27)

Education

Elementary / Junior High School

106 (74.1%)

High School / Vocational High School

37 (25.9%)

Occupation

Housewife

91 (63.6%)

Fulltime

28 (19.6%)

Part – time

11 (7.7%)

Self – employed

13 (9.1)

Marital Status

Married

123 (86%)

Single Parent

20 (14%)

Number of Children

First child

72 (50.3%)

Second child or more

67 (46.9%)

Twins

4 (2.8)

History of pregnancy complication

Mild

116 (81.1)

Severe

27 (18.9)

Sociodemographic of Teenage

Adolescent age

12 – 18

14.04 (1.89)

14.04

(12.77–15.31)

Adolescent gender

Male

75 (52.4%)

Female

68 (47.6%)

Education Level

Junior High School

105 (73.4%)

Senior High School

38 (26.6%)

Family Socioeconomic status

Low

73 (51%)

Middle

70 (49%)

Residence Environment

Urban

73 (51%)

Rural

70 (49%)

Maternal stress levels during pregnancy

Low

2(1.4%)

Middle

131(91.6%)

High

10(7%)

Anxiety levels in adolescents

Mild

3 (2.1%)

Moderate

126 (88.1%)

Severe

14 (9.8%)

Table 1. Sociodemographic, maternal stress levels during pregnancy and adolescent anxiety levels (n = 143)

 

Relationship Between Maternal Stress During Pregnancy and Adolescent Anxiety Levels

The Spearman test results indicate a positive and significant relationship between maternal stress during pregnancy and adolescent anxiety levels, with a correlation coefficient of 0.51 and a significance value of 0.005 (Table 2).

Mean (SD)

Median (IRQ)

Sig. (2 tailed)

Spearman Correlation

Maternal stress levels during pregnancy

35.82 (4.51)

35.82 (32.76–38.88)

Correlation coefficient of 0.512 and significance value (p) of 0.005*

Anxiety levels in adolescents

12.55 (2.43)

12.55 (10.91–14.19)

*p < 0.05, SD = standard deviation, IRQ = interquartile range [Q1, Q3]


Table 2.
Relationship Between Maternal Stress Levels During Pregnancy and Adolescent Anxiety Levels

Figure 1 presents a scatter plot showing a moderate positive correlation (r = 0.51) between prenatal stress and adolescent anxiety. This correlation suggests that higher maternal stress levels during pregnancy are associated with increased adolescent anxiety levels. The results also indicate that the relationship between these two variables is moderate to strong and remains statistically significant.

 

tabella livello di ansia negli adolescenti


Figure 1
Scatter Plot of Adolescent Anxiety Levels by Maternal Stress Levels During Pregnancy

The crosstabulation table shows the distribution of respondents based on maternal stress levels during pregnancy and adolescent anxiety levels. The majority of adolescents with moderate anxiety levels came from mothers with moderate stress levels (Middle), totaling 118 out of 131 individuals. Among mothers with high stress levels (High), the distribution of adolescent anxiety varied more, with 8 adolescents experiencing moderate anxiety and 2 experiencing severe anxiety (Table 3).

Maternal stress levels during pregnancy

Anxiety levels in adolescents

Total

Mild

Moderete

Severe

Low

2

0

0

2

Middle

1

118

12

131

High

0

8

2

10

Total

3

126

14

143


Table 3.
Crosstabulation of Maternal stress levels during pregnancy and Anxiety levels in adolescents


The Effect of Prenatal Stress on Adolescent Anxiety Levels

The ordinal regression analysis results indicate that the overall model is significant, with a Chi-Square value of 27.894 and p < 0.05, meaning that maternal stress during pregnancy significantly affects adolescent anxiety levels. The Nagelkerke R²value of 0.456 suggests that the model explains 45.6% of the variability in adolescent anxiety levels, indicating a moderate to strong relationship.

The model fit test shows that the Pearson value and Deviance value are both greater than 0.05, indicating a good model fit with the data. The parameter estimation results show that the threshold for category 2 (-3.876, p < 0.0001) is significant, meaning that higher maternal stress during pregnancy increases the likelihood of higher adolescent anxiety levels. Additionally, the variable of maternal stress during pregnancy (1.562, p < 0.0001) is also significant, confirming a direct and significant effect of maternal stress during pregnancy on adolescent anxiety levels.

In Table 4 we reported the results of the Ordinal Regression test.

Table 4a. Model Summary for Ordinal Regression

Model Component

Value

df

Sig. (p-value)

Model Fit (Chi-Square)

27.894

2

<0.0001 **

Pearson Goodness-of-Fit

χ² = 4.216

0.081

Deviance Goodness-of-Fit

χ² = 5.678

0.067

Nagelkerke R²

0.456

Table 4b. Parameter Estimates for Predictors of Adolescent Anxiet

Variable / Threshold

B

SE

Wald χ²

df

Sig.

Exp(B)

95% CI for Exp(B)

Threshold [Moderate Anxiety]

–3.876

1.102

12.39

1

0.001 **

Maternal Stress During Pregnancy

1.562

0.496

9.91

1

0.002 **

4.77

1.60 – 5.05

Threshold: cutoff value between anxiety categories. ** indicates significant contribution to the model.


Table 4.
Results of Ordinal Regression Analysis

 


DISCUSSION

This study demonstrates that prenatal stress has a significant relationship with adolescent anxiety, aligning with the nature vs. nurture debate in child psychological development [15]. The nature factor influences children's predisposition to anxiety through genetic inheritance from parents, while the nurture factor shapes children's emotional development through environmental influences during pregnancy, including maternal stress [16]. According to a study by Van Den Bergh et al., (2005), stress experienced by the mother during pregnancy might change the responses of the fetal neurological system, especially in the limbic system, which is essential for controlling emotions [4]. Changes in the limbic system make children exposed to prenatal stress more susceptible to anxiety during adolescence [17]. Our findings are consistent with Rogers et al. (2020), who found a strong association between maternal perinatal mental health and long-term emotional outcomes in children [18].

The sociodemographic characteristics of mothers in this study reinforce the connection between nature and nurture in adolescent anxiety development. Young maternal age, low education levels, and economic pressure increase stress during pregnancy, which subsequently affects child development. Genetic factors may contribute to the inheritance of anxiety tendencies, which are then exacerbated by environmental stress [19]. A study by Sebők-Welker et al., (2024) found that mothers with low education levels have limited stress management skills, worsening the impact of prenatal stress on their children [20]. This further highlights the significant role of the prenatal environment in children's mental health.

Social and economic support plays a crucial role in clarifying the interaction between nature and nurture in adolescent anxiety development. Some children may have a more sensitive stress response system due to genetic factors, making them more vulnerable to anxiety. A supportive social environment can help mitigate the negative effects of genetic predisposition and prenatal stress [21]. According to a study by Nóblega et al., (2024), mothers from low socioeconomic backgrounds who endure prenatal stress likely to have a greater negative effect on the emotional development of their children [22]. The majority of children in this study lived in urban areas, which, according to Raman et al., (2021), is associated with higher exposure to environmental stressors such as academic and social pressures, further exacerbating their anxiety [23].

The findings of this study support the theory that the interaction between biological (nature) and environmental (nurture) factors significantly determines adolescent anxiety development. A study by Jensen, (2025) found that children whose mothers experienced prenatal stress were more likely to develop anxiety, particularly if they also had a family history of anxiety disorders [24]. Genetic factors provide an initial vulnerability to anxiety, but environmental experiences during pregnancy and childhood determine whether this predisposition develops into a more severe psychological disorder. The findings indicate that maternal stress during pregnancy is not just an individual issue but also contributes to children's future psychological well-being.

However, this study has several limitations. This study did not control for postnatal maternal anxiety or childhood trauma, which may also influence adolescent outcomes. Additionally, the use of convenience sampling may limit external validity. These limitations should be considered when interpreting the findings. Future research should address these limitations. Longitudinal studies are essential to establish causal links and to examine whether prenatal stress directly leads to persistent anxiety symptoms across developmental stages. Such research could offer deeper insight into the mechanisms linking prenatal conditions to long-term mental health outcomes.


Limitations

This study has several limitations. The use of purposive sampling facilitated the selection of respondents who could recall and describe their pregnancy experiences; however, it limits the generalizability of the findings, as the sample may not represent the broader population of mothers with adolescent children. This method also increases the risk of selection bias, as those who agreed to participate may have had particularly strong emotional experiences, potentially influencing the results. Future studies are recommended to use random or stratified sampling to enhance external validity. Additionally, the data relied on maternal recall of prenatal stress without objective verification such as medical records. This introduces the potential for recall bias, especially considering the time elapsed since pregnancy. Although participants were screened for major psychiatric disorders, no specific assessment of memory reliability was conducted. To address this, future research should consider prospective designs or data triangulation. The study was also limited to a specific geographic and cultural context, which may affect the applicability of the findings to populations with different sociocultural backgrounds. Lastly, the use of self-report measures introduces the possibility of social desirability bias, where participants may adjust their responses to align with perceived expectations.


CONCLUSION

According to this study, teenage anxiety levels are substantially correlated with maternal stress during pregnancy. These findings reinforce previous research suggesting that prenatal stress can influence children's emotional development through neuroendocrine responses and psychosocial factors. The sociodemographic characteristics of the respondents, such as young maternal age, low education levels, and unfavorable socioeconomic status, contribute to high stress levels during pregnancy, ultimately affecting children's anxiety in adolescence. The study's findings highlight the long-term effects of maternal psychological states during pregnancy on the emotional health of offspring. These findings suggest that early interventions aimed at reducing maternal stress during pregnancy may play a key role in preventing anxiety disorders and promoting long-term mental health in children.


Research Ethics and Conflict of Interest

This study was approved by the Institute of Science and Health Technology Insan Cendekia Medika Jombang's Research Ethics Committee (reference number 2025-014) on January 15, 2025. The authors declare no conflicts of interest.


Funding Sources

We extend our deepest gratitude to the mothers who sincerely recalled their pregnancy experiences and to the adolescents who were willing to share their stories and participate in this research. Without their openness, patience, and participation, this study would not have been possible.


Author Contributions

Concept and study design, manuscript writing and critical manuscript revision: DE, NAA, EPY, EY; data analysis and interpretation: DE, NAA. Final approval before publication: DE, NAA, EPY, EY.


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CHALLENGES TO CANCER PATIENT ADVOCACY IN NURSING PRACTICE: A NARRATIVE REVIEW

Vincenza Giordano 1*, Assunta Guillari 2, Aniello Lanzuise 3, Rita Nocerino 2, Michele Virgolesi 1, Martina Micera 4, Teresa Rea 1

  1. Department of Public Health, University of Naples Federico II (NA)
  2. Department of Translational Medical Sciences, University of Naples Federico II (NA)
  3. Health Management, Colli Hospital (NA)
  4. Department of Medical and Surgical Sciences, Agostino Gemelli University Hospital (RM)

* Corresponding author: Vincenza Giordano, Department of Public Health, University of Naples Federico II (NA). Email: enza-giordano@hotmail.it

 

Cite this article

 

ABSTRACT

Introduction: Advocacy by nurses caring for cancer patients is essential to ensure that their rights and wishes are respected throughout their care pathway. However, the ability of nurses to provide effective advocacy is limited by various organisational and managerial obstacles, potentially affecting the quality of care and patient well-being.

Objective: Description of the barriers to nursing advocacy in oncology, providing a critical summary of the available evidence to identify the main challenges and propose strategies for improvement.

Materials and Methods: A narrative review was conducted using databases such as PubMed, CINAHL and Cochrane Library between June and September 2024, using the Population, Intervention, Outcome (PIO) methodology.

Results: Four articles were deemed to be relevant to the study objective. The main issues that emerged from the narrative review were barriers to advocacy (lack of effective communication and work overload; fragmented continuity of care), improvement strategies (training and psychological support) and patients' experiences in the transition from distress to empowerment.

Conclusions: Various barriers hinder nursing advocacy in oncology, such as excessive workload, fragmentation of care and difficulties in addressing patients' emotional needs. This review underscores that the introduction of dedicated professionals, such as case managers, can provide organisational and coordinated support, helping to mitigate some of the barriers identified. Tackling the barriers to nursing advocacy is critical to ensuring high-quality, patient-centred cancer care. Strengthening organisational support, continuing education for nurses and the adoption of innovative care models are essential.

Keywords: Cancer patients, Neoplastic diseases, Nursing advocacy, Patient rights, Quality of life, Patient well-being, Patient healthcare.

 

INTRODUCTION

Nursing advocacy is defined as the active commitment of nurses to represent, protect and promote the rights, preferences and needs of patients, representing “the process through which nurses seek to protect the rights of patients, ensuring that their needs are met and that they receive safe, high-quality care” [1]. This involves a patient-centred approach, aimed at ensuring that patients receive high-quality care and that their decisions are respected within the healthcare system. Advocacy is based on communication skills, empathy and negotiation, as well as the ability to identify situations in which patients may be vulnerable or at risk of neglect [2]. In oncology, patients face complex and prolonged treatment pathways characterised by invasive treatment, debilitating side effects and significant emotional burden. Therefore, advocacy is particularly important for this type of patient, who requires a personalised approach and continuous support due to the changing nature of both the disease and its treatment [3]. Nurses are called upon to actively intervene to prevent patients from being subjected to injustice or neglect and to facilitate informed decision-making, an aspect that is essential to ensuring quality care. Nursing advocacy is not merely clinical support; it is an approach rooted in empathy, communication and the ability to negotiate solutions that respect the dignity and wishes of the patient. This includes support throughout the entire patient care process [2]. However, despite the recognised importance of this aspect, barriers to nursing advocacy remain widespread, including organisational pressure, lack of time and the weight of the doctor-nurse hierarchy. These factors limit the ability of nurses to provide continuous, personalised support [4].

Oncology is a complex field, and these challenges are even tougher because of the need to coordinate multidisciplinary care, which involves doctors, specialists, social workers, and psychologists. This complexity demands a high level of coordination and effective interprofessional communication, which isn't always achieved in the best way. The fragmentation of roles and responsibilities can create difficulties in information sharing and planning care, increasing the risk of problems that could compromise the patient's treatment pathway [4]. On top of that, the emotional strain of caring for cancer patients in the later stages of the disease, combined with the need to provide psychological support to patients and their families, makes it hard to balance defending patients' rights and managing professional stress [5].

Several studies [2,6] have explored nursing advocacy in a variety of clinical settings, demonstrating that it is essential for promoting a holistic approach that includes patient education, interprofessional communication and psychological support. While the importance of this topic is widely recognised, there are no specific systematic reviews describing the barriers to fully understanding nursing advocacy in oncology. This narrative review therefore aims to bridge this gap by providing a detailed overview of the barriers that limit nursing advocacy in oncology. The identification and description of these needs is essential for developing targeted strategies that improve the effectiveness of nursing care, with consequent benefits for the quality of care and the well-being of cancer patients.

Objective

To describe the barriers that hinder nursing advocacy in the oncology sector, providing a critical summary of the available evidence to identify the main challenges and suggest possible strategies for improvement.

 

MATERIALS AND METHODS

This narrative review was conducted in accordance with guidelines for the preparation of narrative reviews for peer-reviewed journals [7-9].

Study design

The research aims to answer the following question, formulated according to the Population, Intervention, Outcome (PIO) methodology: “What are the barriers that limit nursing advocacy for cancer patients, and how do they affect the quality of care and patient well-being?

The PIO sets out the population to be analysed, the measures to be taken and the outcomes (Table 1).

P

Cancer Patients

I

Barriers to nursing advocacy

O

Quality of patient care and well-being

Table 1. Query according to the PIO method.

Research strategy

The study was conducted using various scientific databases, consulted between June 2024 and September 2024. The databases chosen for this work include PubMed, CINAHL, APA PsycArticles, and APA PsycInfo. During the research phase, specific keywords were used to narrow down the field of research and identify the most relevant studies, thus optimising the review process. The keywords used for the various searches were: "Cancer", "Barriers to advocacy", "Quality of Care", "Patient well-being". For each Medical Subject Headings term (MeSH), possible synonyms were identified. The keywords, together with their synonyms, have been combined using Boolean operators "AND" and "OR" to optimise the search and narrow down the most relevant results.

Inclusion and exclusion criteria

During the first phase of research and selection of studies, specific inclusion and exclusion criteria were defined. The following were included: (a) quantitative and qualitative primary studies; (b) studies investigating barriers that limit nursing advocacy for cancer patients and affect the quality of care and well-being of cancer patients; (c) articles in Italian and English language. The following were excluded: (a) secondary studies, reviews, meta-analyses or meta-syntheses; (b) studies investigating the barriers that limit nursing advocacy and affect the quality of care and well-being of non-cancer patients.

 

RESULTS

The survey produced a total of 542 articles, of which 536 came from databases (249 from PubMed, 218 from CINAHL and 69 from APA PsycArticles and APA PsycInfo) and 6 articles from free research. Finally, four articles were included in the review: one qualitative study, one RCT, and two cohort studies. The extraction and summary of the articles is shown in Table 2.

Author and type of study

Population

Study objective

Results

Horner et al.,

2012

Randomised Controlled Trial

N= 251 patients (intervention group exposed to the nursing navigator: n=133 patients with

lung, breast and

colorectal cancer

Investigate the impact of an oncology nursing navigation programme on closing the care gap

Patients who received support from the oncology nurse navigator rated the quality of care and continuity of care as better than those without a navigator, with fewer gaps in the care pathway.

Reiser et al.,

2021

Prospective cohort study

n= 118 women with metastatic breast cancer

Explore the impact of a nursing project to enhance coordination of supportive care in women with MBC, identifying barriers to advocacy.

The programme demonstrated that targeted nursing assessment can overcome barriers, improve symptom management and reduce anxiety through nursing advocacy.

Fillion et al.,

2006

Observational cohort study

n=158 patients with head and neck tumours (cohort exposed to professional navigators (n=83) and a historical cohort (n=75).

Assess the impact of a case manager on the continuity of care and empowerment of cancer patients, identifying barriers that restrict access to support services and patient care.

The navigator cohort reported better continuity of care, fewer cancer-related problems and improved quality of emotional life, highlighting the role of the navigator in overcoming barriers and supporting patient advocacy.

Chan et al.,
2018

Qualitative study

n= 93 (47 women; 46 men)

Exploring patients' perceptions of nurse-patient communication and barriers to psychosocial care in the oncology setting.

The main barriers include high workloads and insufficient time, which hinder psychosocial support and continuity of care.

Table 2. Data extraction

The studies selected were conducted in several countries, including Hong Kong, Canada, western Pennsylvania, and Washington. All in all, these studies involved 620 cancer patients. In qualitative studies, the average age of participants ranged from 58 years for women with metastatic breast cancer to 60-70 years for men with prostate cancer undergoing radical treatment. In quantitative studies, which included cancer patients hospitalised in hospital wards and patients with head and neck cancer, the average age of participants was between 55 and 63 years.

The main issues that emerged were barriers to advocacy (lack of effective communication and excessive workload; fragmentation of continuity of care), strategies for improvement (education and psychological support) and patients' experiences of moving from distress to empowerment.

Barriers to advocacy

Nursing advocacy is an essential component of cancer patient care, providing not only clinical support, but also emotional and informational guidance. However, a number of factors hinder the full exercise of this function, compromising the quality of care and the overall patient experience. Through analysis of the literature, several themes emerged: lack of effective communication and excessive workload, fragmentation of continuity of care, improvement strategies, education and psychological support, and patients' experiences as they move from distress to empowerment.

The themes were identified through a topical analysis of the studies included in the narrative review, which made it possible to identify recurring conceptual categories by comparing the responses and results of the studies. These were then grouped into main categories, representing the key areas of concern and the proposed strategies.

Lack of Effective Communication and Work Overload

Communication between nurses and patients is a key element of advocacy, but it can be compromised by organisational and management factors. The qualitative study by Chan et al. (2018) [3] highlighted how excessive workloads and fragmented care management pose significant obstacles, with direct repercussions on patient perception. The interviews conducted revealed a general reluctance to approach nurses for non-urgent issues, as they were seen as being too busy: "The nurses are just too busy... they don't have time to talk to patients". This results in limited opportunities to address psychological and emotional needs, as highlighted by another patient: "I don't talk to the nurses about my concerns... it's not their job to help me with psychological problems" [3]. This scenario points to a vicious circle in which a lack of time and resources hampers the building of a trusted relationship, which is essential to ensuring patient-centred care.

Fragmentation of Continuity of Care

A significant additional obstacle is the fragmentation of continuity of care. Horner et al. (2013) [10] noted an average delay of 42.93 days between diagnosis and the start of treatment in patients without a nursing reference point, demonstrating how the absence of a dedicated figure can negatively influence the clinical pathway. Furthermore, the absence of coordination led to a 30% increase in missed appointments, reflecting organisational difficulties that impact on patients' ability to adhere to treatment.

Improvement Strategies

Confronted with these barriers, a number of strategies have been developed to enhance nursing advocacy and improve the patient experience.

The development of Nursing Navigation Programmes is one of the first strategies. Studies such as those by Fillion et al. (2009) [11] and Horner et al. (2013) [10] have explored the role of specialised figures, such as the Professional Navigator (PNO) and the Oncology Nursing Navigator (ONN), in coordinating and managing care.

Il Professional Navigator (PNO), supports patients throughout their cancer journey, ensuring continuity of care and reducing logistical barriers. The study by Fillion et al. (2009) [11] highlighted how PNO significantly improves the organisation of care, with a 25% reduction in hospital admissions and a positive impact on quality of life: 60% of patients supported by PNO reported a reduction in anxiety, compared to 48% of the historical cohort.

At the same time, the Oncology Nursing Navigator (ONN), with a particular focus on oncology nursing care, has shown a significant impact in reducing delays in treatment (from 42.93 to 15.15 days) and improving treatment compliance (Horner et al., 2013) [10]. The presence of an ONN allowed for a reduction in missed appointments and guaranteed constant patient support, limiting the risk of interruptions in treatment.

Education and Psychological Support

As well as coordinating care, psychological support and health education are key to boosting patients' confidence in their treatment. Reiser et al. (2019) [6] have developed a nursing education programme specifically for women with metastatic breast cancer, demonstrating how targeted support can reduce feelings of isolation (42% of participants) and improve their quality of life.

Patient experiences moving from Discomfort to Empowerment

Patient experiences clearly reflect the important role of effective advocacy. Chan et al. (2018) [3] found that physical treatments are also perceived as a form of psychological comfort: "The fact that the nurse takes care of my physical pain makes me feel better mentally as well". However, the lack of structured emotional support has meant that many patients have lowered their expectations when it comes to discussing their psychological needs with nursing staff. Furthermore, studies such as those by Fillion et al. (2009) [11] and Reiser et al. (2019) [6] have demonstrated that integrating navigation programmes and nursing support can enhance patient empowerment, helping them make more informed decisions and improving compliance with treatment.

Study assessment

The quality of the narrative review was assessed using the SANRA Scale for the Assessment of Narrative Review Articles (SANRA) (Table 3), a validated method for making sure narrative reviews are methodologically sound [12].

First Author,

year

Justification of the article's significance for readers

Statement of clear objectives or formulation of questions

Description of Literature Research

Referencing

Scientific Reasoning

Appropriate data presentation

Score

Hornet et al., 2012

1

2

1

2

2

2

10

Reiser et al., 2021

2

2

1

2

2

2

11

Fillion et al., 2006

2

2

1

2

2

2

11

Chan et al., 2018

1

1

1

2

1

2

8

Note: The six items that make up the scale are assessed using whole numbers from 0 (low score) to 2 (high score), with 1 as the midpoint. The maximum score for the overall sum is 12

Table 3. SANRA Scale

An analysis of the selected articles highlights a moderate variability in the methodological quality of the narrative reviews. The overall scores range from a minimum of 8 to a maximum of 11 out of 12, suggesting an overall good level, but with room for improvement in some key areas.

In particular, the articles by Reiser et al. (2021) [6] and Fillion et al. (2006) [11] obtained the highest score (11/12), demonstrating good methodological consistency. Both clearly set out the importance of the topic, outline specific objectives and demonstrate sound scientific reasoning, although the description of the literature review remains limited (score 1), indicating a possible lack of transparency in the criteria for selecting sources. Horner et al. (2012) [10] display a similar profile but with a slightly lower score (10/12), penalised by a less convincing initial justification of the article's importance (score 1), suggesting that the article may not have clearly explained its added value for the reader. The article with the lowest score is that of Chan et al. (2018) (8/12) [3], which stands out negatively for its lack of well-defined objectives and weak scientific reasoning (scores of 1). Despite its good presentation of data (score 2), the article appears to suffer from poor methodological structure and limited description of the literature consulted, which are fundamental elements for the rigour of a narrative review. Assessment using the SANRA scale [12] reveals variability in the quality of the studies included, with some articles characterised by a more robust methodological structure and others by significant shortcomings. The strength of the conclusions depends on this diversity: studies with higher scores provide a more reliable basis, while those with lower scores should be interpreted with caution. Therefore, the final conclusions of the review must be interpreted taking into account the overall methodological quality, which represents a potential limit to the generalisability of the results.

 

DISCUSSION

The aim of the study was to describe the barriers that hinder nursing advocacy in the oncology context, providing a critical summary of the available evidence to identify the main challenges and propose possible strategies for improvement.

This narrative review has revealed that nursing advocacy in oncology is impeded by a series of barriers that overlap between individual, organisational and systemic dimensions. These include a lack of effective communication and excessive workloads, which have emerged as cross-cutting obstacles limiting nurses' ability to provide appropriate emotional support and establish empathetic relationships with patients [3-4]. These critical issues have a negative impact on the perception of patients, who see nurses as too busy to address their psychological needs, thus compromising the relationship of trust. Berben et al. [14] confirm this evidence, emphasising how complex nursing interventions focused on quality of life can improve perceived well-being and communication.

The fragmented nature of continuity of care is another significant obstacle. Horner et al. (2013) [14] highlight delays in treatment and difficulty in adhering to therapy when there is no regular nursing reference point. Tomaschewski-Barlem et al. (2017) [13] confirm this finding, suggesting that work environments that promote professional autonomy and collaboration between different professions facilitate better continuity of care.

Among strategies for improvement, the introduction of specialised professionals such as Professional Navigators (PNO) and Oncology Nurse Navigators (ONN) has proven useful in reducing fragmentation of care and providing significant emotional and psychological support [11,12,17,18], confirming the importance of holistic support offered by experienced professionals who are able to address not only clinical aspects, but also relational and social aspects. Likewise, Pautasso et al. (2018) [19] and McMullen et al. (2013) [20] document real benefits in terms of symptom management, care coordination, and psychological well-being.

Guided consultations by experienced nurses are another promising strategy. Drach-Zahavy et al. [15] and Grassi et al. [16] demonstrate that these approaches improve continuity of care, psycho-emotional management and patient satisfaction, underscoring the key role of nurses in the multidisciplinary team.

The experience of cancer patients, from discomfort to empowerment, stands out as a central theme. Chan et al. (2018) [3] observe that patients also see physical care as psychological comfort, but the lack of space for discussion about emotional issues can lead to isolation. Nursing navigation programmes [6,11] demonstrate that active patient involvement encourages empowerment and improves treatment adherence. The lack of specific training in advocacy is a well-documented cross-cutting barrier [21-24], and the integration of dedicated training in nursing curricula is a priority.

As a whole, the comparison with external studies complements and validates the findings, highlighting critical issues and suggesting practical solutions. The introduction of specialised figures, the enhancement of nurse training and the promotion of collaborative environments emerge as key interventions to make nursing advocacy more effective and focused on the needs of cancer patients.

Limitations and strong points

This review brings to light both significant aspects that offer opportunities for improvement and critical issues that limit its full implementation. One of the strengths that emerged is the clear identification of multidimensional barriers that include psychological, social, management and institutional aspects. A wide range of databases were included in the search, such as PubMed, CINAHL, APA PsycArticles and APA PsycInfo, ensuring broad coverage of relevant sources. This interdisciplinary approach has been beneficial in providing a comprehensive insight into the topic. Moreover, the combination of qualitative and quantitative studies allowed for the integration of experiential perspectives with measurable data, enriching the overall understanding of the challenges related to nursing advocacy. Another strong point is the focus on oncology, which is a complex field in which nursing advocacy plays a crucial role in improving the quality of care and the lives of patients. Furthermore, the review highlighted applicable operational solutions, such as the introduction of specialised roles (e.g. case managers) and proactive support programmes, which demonstrate the potential to address management barriers and improve overall care. Nevertheless, the review has some limitations. Although the narrative review method offers a broad and flexible overview, it can introduce bias in the selection and interpretation of studies, thereby limiting the generalisability of the results. A further limitation is the small number of studies included and the heterogeneity of the healthcare contexts, making it difficult to apply the findings uniformly to different healthcare systems, including the Italian one.

Finally, this narrative review was based mainly on articles published in peer-reviewed journals, excluding grey literature (e.g., theses, conference proceedings and technical reports). However, it is acknowledged that grey literature could offer further insights into barriers to nursing advocacy, in particular in settings that are less documented in the academic literature. Future studies may integrate these elements to provide a more comprehensive view of the phenomenon.

Implications for clinical practice

The implications drawn from the literature review point to the need to systematically address the barriers that limit the efficacy of nursing advocacy in the oncology setting. The most significant barriers identified include excessive workloads, fragmented continuity of care and a lack of psychological and educational support, all of which have a negative impact on the quality of care and patient well-being.

An initial priority is to improve organisational and working conditions for nursing personnel. Strategies that provide for a more even redistribution of the workload and the enhancement of human resources can mean that nurses are able to devote time to providing emotional and psychological support to patients, thereby overcoming the perception that their role is limited to physical care alone, as highlighted in the study by Chan et al. (2018) [3].

A second crucial aspect is the adoption of innovative, patient-centred care models, such as the introduction of dedicated professionals, such as the Professional Navigator and the Oncology Nurse Navigator, described in the studies by Fillion et al. (2009) [11] and Horner et al. (2013) [10]. In facilitating coordination between patients and multidisciplinary teams, these professionals are better able to improve continuity of care and reduce organisational gaps that often hinder advocacy. For example, the provision of a nursing navigator has been shown to reduce the time between diagnosis and the start of treatment and to improve treatment compliance, while providing greater emotional and psychological support for cancer patients.

Last but not least, investment in continuing education for nurses is a key step towards empowering them in their role as advocates. Training should be focused on advanced communication skills and managing the complex emotional needs of cancer patients, as recommended by the study by Reiser et al. (2019) [6]. These training initiatives not only improve the quality of care, but also increase patient confidence in the treatment process, helping to improve their quality of life.

 

CONCLUSIONS

In conclusion, this narrative review highlights the complex and multidimensional nature of the barriers that stand in the way of nursing advocacy in oncology. The evidence collected reveals how organisational, managerial and psychological elements limit the ability of nurses to fully establish themselves as defenders of patients' rights. Recognising these critical issues clears the way for targeted action, in particular through the adoption of specialised roles – such as Nurse Navigator and Professional Navigator – and specific training, enabling more effective coordination and consolidating advocacy practices. Furthermore, consideration of socio-cultural factors emerges as an essential factor in developing intervention strategies that are increasingly in line with the reality of different care contexts. Addressing these barriers systematically is, therefore, a fundamental step towards a model of care that integrates and enhances the role of nurses as advocates, helping to make cancer care more cohesive and focused on patients' needs.

Funding statement

This research received no external funding.

Conflict of interest   

The authors report no conflict of interest.

Authors’ contribution

All Authors equally contributed.

 

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SUBSET OF NANDA-I NURSING DIAGNOSES FOR INTENSIVE CARE: DELPHI TECHNIQUE AND FOCUS GROUP

Mirko Masciullo 1, Flavio Marti 1,2*, Antonello Cocchieri 3, Lucia Mitello1, Andrea Fidanza 1, Anna Rita Marucci 1

 

  1. Department of Health Profession, San Camillo Forlanini Hospital, 00152 Rome, Italy
  2. School of Nursing and Midwifery, Faculty of Medicine and Psychology, Sapienza University of Rome, 00189 Rome, Italy
  3. Section of Hygiene, Woman and Child Health and Public Health, Gemelli IRCCS University Hospital Foundation, Catholic University of the Sacred Heart, 00168 Rome, Italy

* Corresponding author: Flavio Marti, School of Nursing and Midwifery, Faculty of Medicine and Psychology, Sapienza University of Rome, San Camillo Forlanini Hospital, 00152 Rome, Italy – ORCID: https://orcid.org/0000-0001-9569-3329 - Email: flavio.marti@uniroma1.it

 

Cite this article

 

ABSTRACT

Introduction: The NANDA-I taxonomy classifies nursing diagnoses to standardise communication and illustrate the impact of nursing on health outcomes. To improve usability in clinical practice, subsets of diagnoses, interventions, and outcomes have been developed for specific healthcare settings. These subsets facilitate documentation and decision making while supporting, rather than replacing, the clinical judgment of the nurse.

Objective: The study aims to develop a Subset of NANDA-I Nursing Diagnoses that nurses consider relevant in an intensive care setting.

Materials and Methods: A two-round Delphi study was carried out at the A.O. San Camillo Forlanini of Rome to identify the most appropriate diagnoses to constitute the Subset. Using the Delphi technique, two anonymous online questionnaires were submitted to a group of 10 experts. The nurses involved expressed their level of consensus on each of the most used NANDA-I diagnoses in intensive care.

Results: Nurses evaluated a total of 51 NANDA-I nursing diagnoses using 5-level Likert scales, including 47 diagnoses in the Subset. The most representative ones were: "(00004) Risk of infection", "(00047) Risk of compromised skin integrity", "(00030) Compromised gas exchange", "(00091) Compromised mobility in bed", "(00198) Model of disturbed sleep", "(00249) Risk of pressure injury in adults".

Conclusion: Among the included diagnoses, "Risk of infection" received unanimous agreement, confirming its essential role in intensive care. Other highly rated diagnoses, such as "Risk of compromised skin integrity," "Impaired gas exchange," and "Deficit in Self-Care: Bathroom," aligns with findings from previous studies. Some diagnoses, including "Compromised mobility in bed" and "Disturbed sleep pattern," were less commonly used in other ICUs, but were considered highly relevant by Delphi participants. The results highlight the focus of nurses on infection prevention, hygiene, gas exchange, pain management, mobilisation, and prevention of pressure injury. In particular, diagnoses related to stress, family conditions, and emotional needs received a lower consensus, suggesting the need for future research on holistic nursing care.

Keywords: nursing diagnoses, standardised nursing terminology, intensive care units, NANDA-International.

 

INTRODUCTION

The NANDA-I taxonomy was developed to classify nursing diagnoses related to interventions and outcomes that define the nursing process, allowing the integration of a common language within the nursing profession to improve communication, standardise care and improve patient outcomes. [1]. Standardised nursing terminology arises from the need to accurately and uniformly describe patient care. These terminologies facilitate communication by accurately describing the nursing process and illustrating the impact of nursing on health outcomes [2]. The use of standardised and validated language in clinical practice remains less widespread than expected, in part due to the challenges of integrating a common language into routine nursing documentation [1]. To simplify the use of standardised nursing languages, subsets of diagnoses, interventions, and outcomes have been developed to describe nursing actions in specific healthcare settings [3]. Subsets include specific nursing diagnoses for a specific healthcare context or condition. They are very useful tools for directing appropriate interventions and outcomes based on the clinical judgment of the nurse, who can thus focus on each individual care need of the patient [4]. The concept of Subset was introduced to respond to the need of professionals to have standardised terminology available but at the same time less confusing and easy to use. It is important, however, to specify that a Subset does not replace the nurse's judgment in any way, but rather facilitates the documentation phase of care [5].

Objective: The study aims to develop a Subset of NANDA-I Nursing Diagnoses that nurses consider relevant in an intensive care setting. The most commonly used NANDA-I diagnoses in Intensive Care, identified in a recent scoping review [6], were evaluated by a group of Intensive Care nurses.

 

MATERIALS AND METHODS

A two-round Delphi study was carried out to identify relevant nursing diagnoses following Skulmoski's methodology [7]. The main purpose of the Delphi technique is to generate consensus among a group of experts through a process of questionnaires interspersed with controlled [8]. It involves a structured group interaction, where members interact anonymously using questionnaires, thus preserving open discussions from influencing results [9]. Multistage interactions are envisaged to reduce the range of responses as much as possible and obtain consensus from the majority of experts [10].

Inclusion criteria

Inclusion criteria required having at least 24 months of experience in an intensive care unit of the A.O. San Camillo Forlanini in Rome.

Sample size

A group of 10 nurses were recruited, with two representatives for each of the five Intensive Care Units (ICU) of the A.O. San Camillo Forlanini of Rome (Shock and Trauma ICU, Cardiovascular ICU, Thoracic ICU, Post-surgical ICU and Neurosurgical ICU). Studies suggest an optimal Delphi group size of 10 and 15 participants [10].

Focus Group

In September 2023, the 10 study participants joined an online focus group via Google Meet. The group received a briefing on the Delphi technique and study procedures. During this session (Round 1), the first anonymous questionnaire was administered through Google Forms. The questionnaire asked to evaluate nursing diagnoses according to the NANDA-I 2020-2023 taxonomy most used in intensive care settings. After completing the questionnaire, an open discussion between participants was held to indicate further NANDA-I nursing diagnoses that should be included in the second questionnaire

At this stage, the experts' clinical judgments were recorded in free terms and converted into NANDA-I 2020-2023 nursing diagnoses by the authors (Table 2). One author acted as moderator, while the other was responsible for recording the clinical judgments expressed by the experts.

Survey tool

The questionnaire evaluated nursing diagnoses based on the NANDA-I 2020-2023 taxonomy, specifically those most commonly used in Intensive Care, emerged from the Scoping Review underlying this study [6]. The questionnaire asked to evaluate nursing diagnoses according to the NANDA-I 2020-2023 taxonomy most used in intensive care settings. Subsequently, the results of the first questionnaire were processed and sent to each of the participants. At the end of September 2023, the second questionnaire was sent by email, consisting of diagnoses that needed re-evaluation according to the predefined criteria and diagnoses added by the nurses in the Focus Group.


Data collection and analysis

The first questionnaire asked to evaluate each of the proposed NANDA-I diagnoses on a Likert scale with a score of 1 to 5, quantifying the degree of appropriateness of the single nursing diagnosis in an Intensive Care Unit context. The interpretation of the results based on the average scores obtained for the first questionnaire was as follows: diagnoses with a low degree of consensus (range 1-2.33) were excluded from the Subset; diagnoses with an uncertain degree of consensus (2.34-3.66) or with at least an evaluation of score 3, were re-evaluated in the second questionnaire; diagnoses with a high degree of consensus (3.67-5) were included in the Subset. A summary table of the results including group ratings and diagnoses added during the focus group was prepared. This table was used to provide controlled feedback and statistical group response to participants, two important characteristics of the Delphi technique [11].

The second questionnaire, in addition to diagnoses with uncertain results, also served to evaluate the NANDA-I diagnoses added directly by nurses during the Focus Group. In this phase, the interpretation of the results included the following criteria: diagnoses with a low or medium degree of consensus (1-3.66) were excluded from the Subset; diagnoses with a high degree of consensus (3.67-5) were included in the Subset. Since this was the last planned questionnaire, all diagnoses that did not reach a high degree of consensus were excluded.


Ethical considerations

The study protocol matched the ethical guidelines of the Declaration of Helsinki for clinical studies and was submitted to the Ethics Committee of Lazio 1 that notified the acknowledgement with protocol number 1295 on 13 December 2022. Eligible participants were informed about the study’s purpose and their right to withdraw at any time without any consequences. Informed consent was obtained from all participants prior to their inclusion in the study, ensuring voluntary participation.

 

RESULTS

Sample description

The panel included 7 female and 3 male nurses, with an average age of 36.9 years (SD=8.5; range=26-49) and an average of years of service in the ICU of 9.1 years (SD=6.74; range=2-22). Seven nurses have a bachelor's degree in Nursing and three have a master's degree in Nursing and Midwifery.


First Delphi Round

The first questionnaire evaluated 44 NANDA-I nursing diagnoses commonly used in ICU settings. Of these, 34 diagnoses were directly included in the Subset; 9 diagnoses obtained uncertain results or at least an uncertainty rating and were re-evaluated in the second questionnaire; a diagnosis was excluded directly from the Subset, without the need for re-evaluation. The results are summarised in Table 1 and are provided as mean scores and standard deviation for each NANDA-I Nursing Diagnosis 2020-2023.

(Code) Nursing Diagnosis NANDA-I Average Score SD
(00002) Unbalanced nutrition: less than metabolic needs 4.1 0.83
(00004) Infection risk 5 0
(00011) Constipation 4.6 0.49
(00013) Diarrhea 4.4 0.49
(00022) Risk of urgent urinary incontinence 1.7 1.19
(00025) Risk of unbalanced fluid volume 4.4 0.92
(00027) Insufficient fluid volume 4 1.09
(00029) Reduced cardiac output 3.7 1.19
(00030) Compromised gas exchange 4.8 0.4
(00031) Ineffective airway clearance 4.2 1.17
(00032) Ineffective breathing pattern 4.6 0.49
(00033) Impaired spontaneous ventilation* 4.2* 0.6
(00039) Risk of aspiration 4 1.09
(00040) Risk of immobilization syndrome 4.2 0.87
(00044) Compromised tissue integrity 4.2 0.87
(00045) Compromised oral mucosa 4.4 0.49
(00046) Compromised skin integrity 4.6 0.49
(00047) Risk of compromised skin integrity 4.9 0.3
(00052) Impaired social interactions* 4.2* 0.98
(00060) Interrupted family processes 4.1 1.14
(00085) Compromised mobility 4.6 0.49
(00087) Risk of injury from perioperative positioning 3.9 1.04
(00091) Impaired mobility in bed 4.8 0.4
(00092) Reduced activity tolerance* 4.4* 0.66
(00102) Self-care deficit: nutrition 4.3 0.9
(00108) Self-care deficit: bathroom 4.7 0.9
(00110) Self-care deficit: toilet* 4* 1.34
(00114) Transfer stress syndrome* 3.3* 1.42
(00126) Insufficient knowledge 4.2 0.87
(00128) Acute mental confusion 4.5 0.92
(00155) Risk of falls in adults** 3.3** 1.34
(00177) Psychophysical overload from stress* 2.9* 1.37
(00179) Risk of unstable blood sugar 4.2 0.4
(00195) Risk of electrolyte imbalance 4.3 0.9
(00198) Disturbed sleep pattern 4.8 0.4
(00200) Risk of reduced cardiac tissue perfusion* 3.1* 1.51
(00201) Risk of Ineffective Cerebral Tissue Perfusion* 3.9* 1.14
(00204) Ineffective peripheral tissue perfusion 4.2 0.87
(00206) Risk of bleeding 4.4 0.49
(00213) Risk of Vascular Trauma 4.2 1.17
(00219) Risk of dry eyes 4 1.09
(00228) Risk of ineffective peripheral tissue perfusion 4.3 0.9
(00247) Risk of compromised oral mucosal integrity 4.6 0.49
(00249) Risk of pressure injury in adults 4.8 0.4
* Diagnosis with at least a grade 3 (uncertain) rating: to be re-evaluated in round 2.
** Diagnosis with an average score between 2.34 and 3.66: to be re-evaluated in round 2

Table 1: Results of the first questionnaire (in ascending order by code NANDA-I 2020-2023

 

Focus group

The open discussion among the Intensive Care nurses in the Delphi group led to the inclusion of seven additional NANDA-I nursing diagnoses in the study. Participants freely expressed their clinical judgments, which were recorded and later coded by the researchers according to the NANDA-I 2020–2023 taxonomy. Expert evaluations helped identify the care needs of Intensive Care patients that best represented their clinical context but had not previously emerged from the scientific literature. This phase was essential to refine the Subset to better align with specific care settings. The results of the focus group are summarised in Table 2.

Clinical judgment (Code) NANDA-I Nursing Diagnosis
“Communication alterations due to tracheostomy or language barrier” (00051) Impaired verbal communication
“Dysphagia” (00103) Impaired swallowing
“Postoperative or other pain (after trauma, pressure ulcer, positioning)” (00132) Acute pain
“Thermoregulation problems (post-surgery, post-traumatic, or fever)” (00006) Hypothermia
“Thermoregulation problems (post-surgery, post-traumatic, or fever)” (00007) Hyperthermia
“Problems in the phase of weaning from the mechanical ventilator” (00034) Response to weaning from the dysfunctional ventilator
“Alteration of body image in tracheostomized or mutilated patients” (00118) Body image disorder

Table 2: Clinical judgments expressed by nurses in the Focus Group and coded according to the NANDA-I taxonomy

 

Second Delphi Round

In the second questionnaire, a total of 16 diagnoses were evaluated, nine diagnoses were re-assessed based on predefined criteria, while 7 were newly added by participants during the focus group. After completion of this questionnaire, 3 additional diagnoses were excluded from the Subset, leaving a final total of 13. The results of this phase of the Delphi study are presented in Table 3.

(Code) NANDA-I Nursing Diagnosis Average Score SD
(00006) Hypothermia * 4.4 0.92
(00007) Hyperthermia * 4.4 0.92
(00033) Impaired spontaneous ventilation 4.5 0.5
(00034) Response to weaning from the dysfunctional ventilator * 4.4 0.49
(00051) Impaired verbal communication * 4.4 0.49
(00052) Impaired social interactions 4.5 0.5
(00092) Reduced activity tolerance 4.6 0.49
(00103) Impaired swallowing * 4.6 0.49
(00110) Self-care deficit: toilet 4.1 1.3
(00114) Transfer stress syndrome 3.7 1.42
(00118) Body image disorder * 3.4 1.43
(00132) Acute pain* 4.5 0.5
(00155) Risk of falls in adults 3.3 1.35
(00177) Psychophysical overload due to stress 3.4 1.43
(00200) Risk of reduced cardiac tissue perfusion 4.1 1.4
(00201) Risk of ineffective cerebral tissue perfusion 4.6 0.49
* Diagnoses added during the Focus Group

Table 3: Results of the round 2 questionnaire

 

Subset of NANDA-I nursing diagnoses

In the first questionnaire of Round 1 (Table 1), the expert panel evaluated the NANDA-I nursing diagnoses identified through the Scoping Review by Masciullo [6]. Subsequent focus group, through open discussion among participants, helped identify additional nursing diagnoses (Table 2) considered relevant in Adult Intensive Care Unit (ICU) context. In the second questionnaire (Table 3), nurses re-evaluated diagnoses that had not achieved a sufficient score for inclusion in the Subset or had raised uncertainty for at least one participant. During this phase, the panel also evaluated the diagnoses added during the focus group. The results of the Delphi study led to the development of a validated Subset comprising 47 nursing diagnoses, approved by a panel of adult intensive care nurses. The final NANDA-I Nursing Diagnosis Subset for the ICU is presented in Table 4, ranked in descending order of Delphi consensus.

(code) Nursing diagnosis NANDA-I Average score SD
(00004) Risk of infection 5.0 0.0
(00047) Risk of compromised skin integrity 4.9 0.3
(00030) Compromised gas exchange 4.8 0.4
(00091) Impaired mobility in bed 4.8 0.4
(00198) Disturbed sleep pattern 4.8 0.4
(00249) Risk of pressure injury in adults 4.8 0.4
(00108) Self-care deficit: bathroom 4.7 0.9
(00011) Constipation 4.6 0.49
(00032) Ineffective breathing pattern 4.6 0.49
(00046) Compromised skin integrity 4.6 0.49
(00085) Compromised mobility 4.6 0.49
(00092) Reduced activity tolerance 4.6 0.49
(00103) Impaired swallowing 4.6 0.49
(00201) Risk of ineffective cerebral tissue perfusion 4.6 0.49
(00247) Risk of compromised oral mucosal integrity 4.6 0.49
(00033) Impaired spontaneous ventilation 4.5 0.5
(00052) Impaired social interactions 4.5 0.5
(00132) Acute pain 4.5 0.5
(00128) Acute mental confusion 4.5 0.92
(00013) Diarrhea 4.4 0.49
(00034) Response to weaning from the dysfunctional ventilator 4.4 0.49
(00045) Compromised oral mucosa 4.4 0.49
(00051) Impaired verbal communication 4.4 0.49
(00206) Risk of bleeding 4.4 0.49
(00006) Hypothermia 4.4 0.92
(00007) Hyperthermia 4.4 0.92
(00025) Risk of unbalanced fluid volume 4.4 0.92
(00102) Self-care deficit: nutrition 4.3 0.9
(00195) Risk of electrolyte imbalance 4.3 0.9
(00228) Risk of ineffective peripheral tissue perfusion 4.3 0.9
(00179) Risk of unstable blood sugar 4.2 0.4
(00040) Risk of immobilization syndrome 4.2 0.87
(00044) Compromised tissue integrity 4.2 0.87
(00126) Insufficient knowledge 4.2 0.87
(00204) Ineffective peripheral tissue perfusion 4.2 0.87
(00031) Ineffective airway clearance 4.2 1.17
(00213) Risk of Vascular Trauma 4.2 1.17
(00002) Unbalanced nutrition: less than metabolic needs 4.1 0.83
(00060) Interrupted family processes 4.1 1.14
(00110) Self-care deficit: toilet 4.1 1.3
(00200) Risk of reduced cardiac tissue perfusion 4.1 1.4
(00027) Insufficient fluid volume 4 1.09
(00039) Risk of aspiration 4 1.09
(00219) Risk of dry eyes 4 1.09
(00087) Risk of injury from perioperative positioning 3.9 1.04
(00029) Reduced cardiac output 3.7 1.19
(00114) Transfer stress syndrome 3.7 1.42

Table 4: Subset of Nursing Diagnoses according to NANDA-International taxonomy 2020-2023

 

DISCUSSION

The specific Subset for the adult Intensive Care context, identified through this study, includes 47 NANDA-International Nursing Diagnoses. The expert panel excluded only one diagnosis in Round 1 and three diagnoses in Round 2. The excluded diagnoses were: (00022) Risk of urge urinary incontinence, which received a very low average score (1.7) and was unanimously considered inappropriate for the Intensive Care setting. Diagnoses (00155) Risk of falls in adults and (00177) Stress overload, initially assessed with uncertainty in Round 1 and reevaluated in Round 2, failed to achieve sufficient consensus. Finally, (00118) Disturbed body image was also excluded due to a high standard deviation (1.43), indicating inconsistent evaluations among nurses and highlighting a topic that warrants further investigation.

Among the included diagnoses, (00004) Risk of infection stood out, achieving the highest score and being unanimously recognised as essential in an ICU setting. This finding aligns with the existing literature, since the same diagnosis has been reported to be the most frequently used in similar care settings [12–16].

Other diagnoses received a high degree of consensus, being among the most representative according to experts. These diagnoses also appear frequently in similar contexts described in previous studies, including (00047) Risk of impaired skin integrity [13,14], (00030) Impaired gas exchange [17,18], and (00108) Self-care deficit: bathing [12,13,19]. These findings suggest that, for the most part, the results obtained using the Delphi technique are consistent with those of other studies. However, some diagnoses that achieved a high level of consensus differed from those commonly used in other ICUs, including (00091) Impaired bed mobility, (00198) Disturbed sleep pattern, and (00249) Risk of pressure injury in adults. Despite their lower prevalence in other Intensive Care settings, the Delphi study participants considered them highly representative of their respective operational units. The NANDA diagnosis subset is intended to support nurses in choosing the most appropriate nursing diagnoses that reflect the specific care needs of patients admitted to the ICU. However, it is not a substitute for professional judgment and therefore, it is the nurse's responsibility to formulate additional diagnoses to ensure individualization of care.

 

CONCLUSION

The creation of a subset of nursing diagnoses has allowed the identification of the main areas of care in which ICU nurses have focused their attention. The key themes that emerged include infection prevention, hygiene, gas exchange, pain management, patient mobilisation, and prevention of pressure injuries. Diagnoses that received a high level of consensus reflect the essential responsibilities of nurses in high-complexity care settings. These diagnoses addressed not only the patient’s actual needs but also potential problems, whose identification through risk diagnoses proved crucial for the implementation of effective preventive measures.

Furthermore, the analysis of the diagnoses included in the subset revealed a tendency to exclude or assign minimal relevance to diagnoses related to stress, family conditions, knowledge, and situational acceptance. This finding highlighted a widespread difficulty among nurses in identifying needs related to the patient’s emotional and spiritual well-being, instead of prioritising physiological problems. Therefore, it will be essential to further explore this aspect of nursing care through future studies that integrate not only NANDA-I Nursing Diagnoses but also the NIC and NOC classifications.


Limitations

To ensure greater methodological consistency, it would be advisable to conduct a literature review that aims not only to identify nursing diagnoses but also to define specific outcomes and interventions for adult ICU. An additional limitation of this study concerns the level of knowledge of the participants regarding the use of NANDA-International nursing diagnoses. Although they were experienced ICU nurses, their familiarity with NANDA-I diagnoses was not optimal. This issue reflects a broader challenge within the Italian nursing context, where the use of standardised nursing languages is not yet fully widespread. Due to the difficulty in recruiting nurses who were experts in intensive clinical practice and experienced in the use of NANDA-I diagnoses, the primary inclusion criterion was experience in ICU patient care. Finally, it would be necessary to replicate a multicentred Delphi study to generalise the findings to other adult ICU care settings.


Funding statement

This research did not receive specific grants from funding agencies in the public, commercial, or non-profit sectors.


Conflict of interest

The authors report no conflict of interest.


Authors’ contribution

M.M: Investigation, Writing - original draft. F.M.: Conceptualization, Writing - original draft, Writing - review & editing. A.C.: Writing - review & editing, Supervision. L.M.: Writing - review & editing, Supervision. A.F.: Conceptualization, Writing - review & editing. A.R.M.: Conceptualization, Supervision. All authors have read and agreed to the published version of the manuscript.


Acknowledgements

The authors wish to thank the nurses who participated in this study. A heartfelt thanks to Federica Mauri Kurera for English editing support.

 

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Knowledge, perceptions and practices associated with timing for breast cancer screening among female students at the University of Zimbabwe: A cross-sectional study

 Peter Chikuvadze1, Grace Nkhoma2, Maxwell Mhlanga3*, Augustine Ndaimani4

 
1,2 Department of Nursing Science, University of Zimbabwe, Harare, Zimbabwe

3 Centre of Gender Equity, University of Global Health, Kigali, Rwanda

4 Centre for Nursing and Midwifery, University of Global Health, Kigali, Rwanda

*Corresponding Author: Maxwell Mhlanga, Centre of Gender Equity, University of Global Health Equity, Kigali, Rwanda. E-mail: mmhlanga@ughe.org

Cite this article

ABSTRACT
Background: Breast cancer remains one of the leading causes of cancer-related mortality among women globally. Early detection through screening is crucial for improving outcomes. However, knowledge gaps, misconceptions, and poor practices around screening timing persist among young women. This study explores the knowledge, perceptions, and practices related to breast cancer screening among female students at the University of Zimbabwe. It aims to inform nursing practice by highlighting the critical role nurses play in addressing these gaps through education, awareness, and guidance on screening timing.
Methods: This analytical cross-sectional study employed random sampling to recruit participants at the University of Zimbabwe from March 4 to April 8. A structured questionnaire with three sections, consisting of closed-ended questions, was used to assess demographic characteristics, as well as knowledge, perceptions, and practices related to breast cancer screening. Data were analyzed using STATA 15, with descriptive statistics presented in tables and figures. Associations between variables were tested using Chi-square, Fisher’s exact tests, and binary logistic regression.

Results: Of the 139 participants, 85% were aged 20-25, single, and undergraduates. Among all age groups, 54% did not perform breast self-examinations. Participants aged 36-40 had significantly higher odds of late screening (OR=17.8, p=0.014) and married participants also had higher odds of later screening (OR=4.42, p=0.009) compared to single participants. Participants who perceived that a healthy diet reduces breast cancer risk had lower odds of late screening (OR=0.32, p=0.021). Participants who knew the recommended age of Breast Self-Examination had higher odds of late screening (OR=2.5, p=0.027). Participants with religious and cultural beliefs influencing their decision-making were significantly more likely to present late (OR = 3.21, p = 0.030).

Conclusion: Socio-demographic factors and health-seeking behaviors significantly influenced breast cancer screening timing. Nurses are pivotal in promoting early screening through tailored health promotion strategies, including raising awareness, addressing misconceptions, and encouraging self-examination practices.

 
Keywords: Breast cancer, screening, Breast self-examination, Knowledge, Perceptions, Nursing.

 
INTRODUCTION
Globally, breast cancer remains a significant public health concern as the most prevalent cancer and a leading cause of cancer-related deaths [1]. While incidence rates are higher in developed countries, mortality rates are disproportionately higher in developing countries due to delayed diagnosis and limited access to healthcare services [1, 2]. Early detection through regular screening significantly improves survival rates, making it a critical component of cancer control strategies [3].

Sub-Saharan Africa is experiencing a growing burden of non-communicable diseases, including cancer.

In Zimbabwe, breast cancer ranks among the most common cancers, second only to cervical cancer in mortality rates [4]. Late-stage presentation is prevalent, with over one in four cancers diagnosed among Zimbabwean women being breast cancer [5]. Contributing factors include limited access to diagnostic equipment, low awareness levels, and sociocultural barriers [6]. Additionally, most patients rely on underfunded public health services, which are often inaccessible and expensive, further exacerbating late detection [7].

The onset of breast cancer in Zimbabwe occurs as early as 18 years of age, with incidence increasing significantly among women aged 40 years and older [8]. Despite recommendations for routine screening, including mammography and clinical breast examinations, many women only seek care at advanced stages of the disease [5]. Breast self-examination (BSE) is often the most accessible screening method in low-resource settings, where diagnostic services like mammography are scarce [9]. However, adherence to regular BSE practices is low due to limited knowledge, misconceptions, and cultural influences [10]. Nurses play a unique role in alerting the community to early breast cancer diagnosis, as they typically have the closest contact with female patients [11]. Nurses can use their knowledge of health services to educate women about breast cancer risk factors and available breast cancer screening services and practices [12].

University students represent a unique population within the broader breast cancer risk group, as

they often encounter specific challenges such as lack of awareness, limited healthcare access, and sociocultural factors that may delay early screening [13]. Understanding the knowledge, perceptions, and practices of young women in higher education settings regarding breast cancer screening is crucial for designing targeted interventions.

This study measured the individual knowledge, perceptions, and practices related to breast cancer screening timing among female students at the University of Zimbabwe.

 
MATERIALS and METHODS
Study Design

This was an analytical cross-sectional study conducted between March 4 and April 8, 2024, in Harare, Zimbabwe.

Study Setting

The study was conducted at the University of Zimbabwe, located in the capital city, Harare, within Harare Metropolitan Province. Harare is Zimbabwe's economic, political, and cultural hub, with a population exceeding two million people. The University, the oldest and largest institution of higher learning in the country, serves a diverse student population from various socio-economic backgrounds. Female students constitute a significant portion of the student body, offering a valuable demographic for studying breast cancer screening knowledge, perceptions, and practices.

 
Study Population

All female students enrolled at the University of Zimbabwe aged between 20 and 45 years, with good knowledge of the English language and who agreed to participate in the study were included in the study. All students who had completed their education, were <20 years or >45 years old or did not speak English were excluded. Before the start of the study, the students who agreed to

participate were explained the purpose of the study and were asked to sign the informed consent.

 
Sample Size Determination

A minimum sample size of 126 participants was calculated using Cochran’s formula for cross-sectional studies:

where:

  • Z is the Z-value for a 95% confidence level (1.96),
  • p is the estimated proportion of unawareness of breast self-examination (9%, or 0.09, as reported by Kinteh et al. in 2023 [14]),
  • e is the margin of error (5%, or 0.05).

 
Recruitment Process

Participants were recruited through simple random sampling. Eligible students randomly selected either a “Yes” or “No” card from a container. Those who picked “Yes” cards were enrolled in the study until the required sample size was reached.

 
Measurement

A single structured questionnaire was used to collect data on factors associated with late presentation for breast cancer screening. The questionnaire comprised three sections. The first section captured participant characteristics, including age, religion, place of residence, and socio-economic background. The section on knowledge and practices assessed participants’ knowledge of breast cancer signs and symptoms, the recommended age for breast self-examination (BSE), and proper BSE techniques. It included eight items scored using a Likert scale. The last section examined factors affecting screening behaviors, such as cultural beliefs, financial constraints, healthcare access, and personal perceptions. The section comprised seven items with responses on a Likert scale.

This tool was closed-ended structured questionnaire that was adapted from three previous studies [15-17]. To ensure clarity, relevance, and validity, the instrument was pre-tested with 16 female students at the University of Zimbabwe who shared characteristics with the target population. Feedback from the pilot study informed minor revisions to improve clarity.

The internal consistency of the tool was evaluated using Cronbach’s alpha, which yielded a reliability coefficient of 0.74, indicating acceptable reliability [18].

 
Data Collection

Data were collected over 28 weekdays during the study period. Participants completed a self-administered online structured questionnaire. Trained research assistants were available to address any technical difficulties or questions related to the survey.

 
Ethical Considerations

The study received ethical approval from the Joint Research Ethics Committee of Parirenyatwa Group of Hospitals and the University of Zimbabwe Faculty of Medicine and Health Sciences (JREC Ref 247/2024). Written informed consent was obtained from all participants before enrollment. Confidentiality was maintained by anonymizing participant data, and access was restricted to authorized researchers.

 
Data Analysis

Data were entered into STATA version 15 for analysis. Descriptive statistics summarized the characteristics of the study population, presented in tables. The chi-square test or Fisher’s exact test, where appropriate, was used to determine associations between categorical variables. Bivariate logistic regression identified predictors of late breast cancer screening, reporting odds ratios (OR), 95% confidence intervals (CI), and p-values. All tests were two-sided, and considered significant if p-value (p) was less than 0.05.

 
RESULTS
Socio-demographic characteristics of participants and timing for breast cancer screening
Among the 139 participants, the majority (85%) were aged 20–25 years, 4% were aged 26–30 years, 5% were aged 31–35 years, 3% were aged 36–40 years, and 4% were aged 41–45 years. Late presentation for screening was more prevalent among participants aged 36–40 years and age was significantly associated with late presentation timing (p = 0.001) (Table 1).

Most participants were single (84%), followed by married participants (12%), divorced (3%), and widowed (1%). Single participants had the highest proportion of early screenings, whereas 41.2% of married individuals presented late for screening. Marital status was significantly associated with screening timing (p = 0.006) (Table 1).

Pentecostal participants formed the largest religious group (53%), followed by Apostolics and those with no religion (13% each), Protestants (12%), adherents of traditional religion (7%), and finally, Muslims (1%). Late presentation was most pronounced among participants practicing traditional religion and Protestantism, although there was no significant association between religion and late screening (Table 1).

The majority of participants were undergraduates (93%), followed by master's students (7%). Late screening was more prevalent among master's students. However, no significant association was found between the level of study and the timing of screening. The majority of participants resided off-campus (81%), and 17.7% of this group presented late, compared to 19.2% of those residing on campus. However, there was no significant association between place of residence and timing for

screening (Table 1).

Variable Category “Presented late” (No) “Presented late” (Yes) Total n (%) p-value (test)
Age 20-25 101 17 118 (84.9%) 0.001* (F)
26-30 3 2 5 (3.6%)
31-35 6 1 7 (5.0%)
36-40 1 3 4 (2.9%)
41- 45 3 2 5 (3.6%)
Marital status Married 10 7 17 (12.2%) 0.006* (F)
Single 101 16 117 (84.2%)
Widowed 0 1 1 (0.7%)
Divorced 3 1 4 (2.9%)
Religion Pentecostal 63 10 73 (52.5%) 0.48 (F)
Protestant 12 5 17 (12.2%)
Islam 2 0 2 (1.4%)
Traditional 6 3 9 (6.5%)
Apostolic 15 4 19 (13.4%)
None 16 3 19 (13.4%)
Level of study Undergraduate 108 21 129 (92.8%) 0.08 (F)
Masters 6 4 10 (7.2%)
Resident on campus No 93 20 113 (81.2%) 0.78 (F)
Yes 21 5 26 (18.8%)
*=Significant,

F= Fisher’s exact test

Table 1. Socio-demographic characteristics of the study participants (n=139)
 
Knowledge of breast cancer and timing late for breast cancer screening

Only knowledge on the recommended age to start BSE (p = 0.027), was associated with timing for breast cancer screening (Table 2).

Variable Category “Presented late” (No) “Presented late” (Yes) Total n (%) p-value (test)
Perceived knowledge on breast cancer Poor 21 3 24(17.3%) 0.76 (F)
Fair 72 14 86(61.9%)
Good 18 7 25(18.0%)
Excellent 3 1 4(2.9%)
Total 114 25 139(100.0%)
Educated on breast cancer No 42 6 48(34.5%) 0.32 (C)
Yes 72 19 91(65.5%)
Total 114 25 139(100.0%
Knowledge of signs and symptoms Low 27 5 32(23.0%) 0.89 (C)
High 87 20 107(77.0%)
Total 114 25 139(100.0%)
BSE Regularly 13 4 17(12.2%) 0.76 (F)
Occasionally 31 14 45(32.4%)
No 70 7 77(55.4%)
Total 114 25 139(100.0%)
Knowledge of recommended age to start BSE No 87 13 100(71.9%) 0.027* (C)
Yes 27 12 39(28.1%)
Total 114 25 139(100.0%)
Knowledge on how to perform BSE No 89 15 104(74.8%) 0.10 (C)
Yes 25 10 35(25.2%)
Total 114 25 139(100.0%)
*=Significant,

C= Chi square test

F= Fisher’s exact test

Table 2. Knowledge of breast cancer and timing for breast cancer screening
Perceptions, other risk factors and late screening breast cancer

Significant associations were found between late screening and the perception that a healthy diet reduces breast cancer risk (p = 0.011), with those who believed this being less likely to present late. Similarly, those who did not perceive Breast Self-Exams (BSE) as uncomfortable were also less likely to present late (p = 0.019). Religious and cultural beliefs were significantly associated with late presentation (p = 0.014). Overall, perceptions and beliefs played a crucial role in the timing of screening (Table 3).

Variable Category “Presented late” (No) “Presented late” (Yes) Total n (%) p-value (test)
Perception that health diet reduces risk of Breast cancer No 26 12 38(27.3%) 0.011* (C)
Yes 88 13 101(72.7%)
Total 114 25 139(100.0%)
Perception that BSE is uncomfortable No 61 5 66(88.0%) 0.019* (F)
Yes 6 3 9(12.0%)
  Total 67 8 75(100.0%)
Family history of breast cancer No 96 17 113(81.3%) 0.06 (C)
Yes 18 8 26(18.7%)
  Total 114 25 139(100.0%)
Religious and cultural beliefs No 97 16 113(81.3%) 0.014* (C)
Yes 17 9 26(18.7%)
  Total 114 25 139(100.0%)
Fear of stigma No 108 21 129(92.8%) 0.06 (C)
Yes 6 4 10(7.2%)
Total 114 25 139(100.0%)
*=Significant,

C= Chi square test

F= Fisher’s exact test

Table 3. Perceptions, other risk factors and timing for breast cancer screening
 
Factors associated with late presentation of breast with breast cancer

Women aged 36–40 years had significantly higher odds of late breast cancer screening compared to those aged 20–25 years (OR=17.82, 95% CI: [1.75–181.61], p=0.014). Married individuals were significantly more likely to present late for screening (OR = 4.42, 95% CI: [1.46–13.40], p = 0.009*). Participants who knew the recommended age for BSE had significantly higher odds of late screening (Crude OR = 2.15, 95% CI: [1.11–4.14], p = 0.027), suggesting that knowledge alone may not translate into timely screening behavior (Table 4).

Those perceiving a healthy diet as reducing breast cancer risk had significantly lower odds of late screening (OR = 0.32, 95% CI: [0.13–0.79], p = 0.021), highlighting a protective association.  Participants who found BSE uncomfortable had higher odds of presenting late for screening (OR = 6.10, 95% CI: [1.16–32.05], p = 0.076), though the association was not statistically significant. Participants with religious and cultural beliefs influencing their decision-making were significantly more likely to present late (OR = 3.21, 95% CI: [1.22–8.43], p = 0.030).

In summary, significant factors for late breast cancer screening include age, marital status, perceptions about health and BSE, and religious or cultural beliefs, highlighting the complex interplay of demographic and psychosocial factors in screening behavior.

Variable Presented
Late (Yes)
Presented
Late (No)
Crude
Odds Ratio
95% Confidence Interval P-value (test)
Age          
   20-25 17 101 1.00 (ref) - -
   26-30 2 3 3.96 [0.62 - 25.10] 0.14
   31-35 1 6 0.99 [0.11- 8.961] 0.99
   36-40 3 1 17.82 [1.75-181.61] 0.014*
   41-45 2 3 3.96 [0.62 - 25.10] 0.14
Marital status          
   Single 16 101 1.00 (ref) - -
   Married 7 10 4.42 [1.46 - 13.40] 0.009*
   Widowed 1 0 - - -
   Divorced 1 3 2.11 [0.20 - 21.98] 0.53
Knowledge of recommended age for BSE          
   No 13 87 1.00 (ref) - -
   Yes 12 27 2.15 [1.11- 4.14] 0.027*
Perception that healthy diet reduces Breast cancer          
   No 26 12 1.00 (ref) - -
   Yes 18 13 0.32 [0.13 - 0.79] 0.021*
Perception that BSE is uncomfortable          
   No 61 5 1.00 (ref) - -
   Yes 6 3 6.10 [1.16 - 32.05] 0.08
Religious and cultural belief          
   No 16 97 1.00 (ref) - -
   Yes 9 17 3.21 [1.22 – 8.43] 0.030*

Table 4. Factors associated with late screening for breast cancer (n=139)
 
DISCUSSION

This study investigated factors associated with late presentation for breast cancer screening among female students at the University of Zimbabwe.

Age was significantly associated with delayed screening, with women aged 36–40 years showing higher odds of late presentation compared to those aged 20–25 years. Similar trends have been observed in Ghana, where younger women were more likely to attend routine screenings due to targeted health promotion campaigns [19]. In contrast, older women in South Africa exhibited misconceptions about breast cancer, perceiving it as a disease primarily affecting younger populations [19]. However, studies by Moodley et al. indicate that younger women may also delay screening due to fear of diagnosis and limited awareness [20, 21]. These variations suggest that access to health information and sociocultural norms play a pivotal role in shaping health-seeking

behavior across age groups.

Married women were more likely to delay screening, consistent with findings in Nigeria, where familial responsibilities and reliance on spouses for financial decisions contributed to delays [22]. Conversely, single women in Kenya demonstrated higher screening uptake, likely due to greater autonomy in decision-making [23]. Cultural expectations and economic dependence within marriage may similarly hinder timely health-seeking behaviors among married women in Zimbabwe.

Surprisingly, knowledge of the recommended age for breast self-examination (BSE) was associated with late screening in this study. This finding diverges from evidence in Tanzania, where knowledge of BSE facilitated earlier screening [24]. In Ethiopia, however, limited awareness led to symptom misinterpretation and delayed care [25]. These discrepancies highlight the complexity of translating knowledge into action, suggesting that barriers such as stigma, fear, or healthcare access may undermine the benefits of awareness.

Perceptions about diet and cancer prevention were linked to lower odds of late screening, aligning with findings from Egypt, where women with dietary knowledge were more proactive in seeking screening [26]. These results underscore the importance of lifestyle education in encouraging early detection behaviors [27].

Cultural and religious beliefs were also significant barriers to timely screening. In Uganda, reliance on spiritual healing delayed early detection [28]. Similarly, some religious practices in Zimbabwe emphasize prayer over medical interventions [29]. Such beliefs strongly influence healthcare decisions, as observed in other studies [30, 31]. Addressing these barriers through community engagement and collaboration with faith leaders could improve screening uptake.

Overall, this study highlights the multifaceted factors influencing late presentation for breast cancer

screening among female students in Zimbabwe. Targeted interventions addressing sociocultural,

informational, and lifestyle barriers are critical for promoting early detection practices.

Implications

The finding that 18% of participants presented late for breast cancer screening, with only 54% performing BSE, is concerning. There is a need to intensify nursing-led social behavior change approaches that use differentiated methods to promote sexual and reproductive health services in tertiary institutions. Early screening initiatives for reproductive cancers should be prioritized.

Targeted screening and awareness campaigns for female students aged 36-40 years should be implemented, alongside promotion of regular BSE as key nursing interventions. Tailored educational materials and support groups for single students can raise awareness about the importance of early detection. This is where community nursing and nursing outreach programs play a vital role in health promotion and social behaviour change communication. Nursing outreach programs targeting tertiary institutions in Zimbabwe should integrate comprehensive education on BSE techniques, the importance of regular screenings, and the benefits of early detection. Collaboration with cultural and religious organizations to disseminate accurate health information and support students influenced by negative beliefs could be helpful.

Limitations of the Study

Reliance on self-reported data regarding student behaviors may lead to overestimation of actual practices due to social desirability bias.

The university-based survey methodology excluded students who were not attending classes or were absent during the survey period; their BSE practices might differ from those who participated. Additionally, the limited sample size and focus on a single university (monocentricity) may affect the generalizability of the findings.

CONCLUSION

This study identified socio-demographic factors, health-seeking behaviors, practices, and perceptions significantly associated with late presentation for breast cancer screening among female students at the University of Zimbabwe. Future nursing health promotion and education programs should adopt differentiated, targeted approaches to increase the success of interventions, improve early detection rates, and encourage simple practices like BSE for effective early breast cancer screening.

Ethics considerations.

Ethics issues have been completely observed by authors.

Funding

The study was not externally funded.

Conflict of Interest

The authors declare that there is no conflict of interest.

 
Acknowledgements

We extent our gratitude to the University of Zimbabwe for all the support.

 
Authors’ Contributions

Conceptualization: P.C. and G.N; methodology: P.C. and M.M.; software: P.C. and M.M; validation: P.C, G.N, M.M. and A.N.; statistical analysis: M.M., and A.N.; investigation: P.C.; resources: P.C. and G.N.; data curation: P.C. and M.M.; writing- original draft preparation: P.C.; writing-review and editing: G.N.; M.M and A.N; visualisation: M.M.; supervision: G.N.; projection administration: P.C.; funding acquisition: N/A. All authors have read and agreed to the published version of the manuscript.

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Nurses and pain management in territorial health emergencies: a retrospective study

Federico Pecetta 1, Gian Domenico Giusti 2,3*, Sara Staffaroni 4, Matteo Ricci 5

 

  1. Department of Emergency Medicine, Emergency Health Operations Centre Arezzo, San Donato Hospital, Arezzo, Italy
  2. Department Teaching and Quality, Hospital of Perugia, Perugia, Italy
  3. Department of Medicine and Surgery of the University of Perugia, Perugia, Italy
  4. Department of Maternal and Child Health, San Donato Hospital, Arezzo, Italy
  5. Department of Anaesthesia and Critical Care Careggi University Hospital, University of Florence, Florence, Italy

* Corresponding author: Gian Domenico Giusti, Department of Medicine and Surgery of the University of Perugia, Piazza Lucio Severi, 1 Edificio B - piano +1 - 06132 Perugia, Italy. ORCID: https://orcid.org/0000-0001-9167-9845. Email: giandomenico.giusti@unipg.it.

Cite this article

 

ABSTRACT

Introduction: Numerous studies show that the prevalence of pain in pre-hospital emergency setting ranges from 20% to 53%. Additionally, the scientific literature reveals a prevalence of moderate-to-severe pain in 20-64% of patients. According to the latest guidelines, it is essential to ensure proper and effective pain management for all patients experiencing pain. Inadequate pain management can result in complications such as delayed recovery and increased patient distress. In pre-hospital setting, emergency nurses are capable of assessing and treating pain using medications such as fentanyl, ketamine, morphine, NSAIDs and paracetamol.

Objective: To evaluate the assessment and treatment of pain by emergency nurses in the pre-hospital setting and assess the potential need for additional training in accordance with the Tuscany region for nurse-staffed ambulances’ analgesia procedure guidelines.

Methods: Retrospective study of 4,738 pre-hospital interventions from September 2022 to September 2023. Data were retrieved from EmMaWeb system and included pain assessment using the Numeric Rating Scale (NRS) and administration of analgesics.

Results: Pain was assessed at least once in 98.3% of the cases. Moderate to severe pain (NRS ≥ 4) was recorded in 14.2% of the patients. Analgesic drugs were administered in 63.6% of patients with NRS ≥ 4, yet the Tuscany region for nurse-staffed ambulances’ analgesia procedure guidelines was not followed in 36.4% of these cases. 79% of the findings with NRS ≥ 7 (severe pain) received analgesic drug treatment. Paracetamol was the most commonly used analgesic, followed by fentanyl, morphine, and ketamine.

Conclusions: Pain assessment practices are well-established in pre-hospital care, but there is still room for improvement in pain management. Pain management does not comply with the Guidelines set by the World Health Organisation and the European Society of Emergency Medicine, a substantial proportion of patients experiencing moderate to severe pain did not receive adequate analgesia. This highlights the need for additional education and training for pre-hospital nurses in pain management and the effective use of analgesic medications to ensure greater adherence to the treatment protocols for nurse-staffed ambulance shared within the Tuscany Region.

Keywords: Pain management, Emergency nurses, Pre-hospital care, Analgesic drugs, Pain assessment

 

INTRODUCTION

Emergency Nurse can take on the role of Team Leader in a healthcare rescue team during severe criticality or clinical instability situations, even without the immediate presence of medical staff [1].

In the Italian healthcare system, where nursing protocols and algorithms for evaluation and treatment are adopted, it is increasingly common for nurses to apply their skills to achieve better results and ensure the success of the rescue operations [2,3].

One of the key interventions is the accurate assessment of pain, followed by rapid and appropriate treatment [4]. When conducted in and out-of-hospital setting, proper pain assessment can improve rescue interventions, representing a standard of quality and a marker of progress in Emergency Medicine [5,6]. Several studies indicate that the prevalence of acute pain in pre-hospital emergency medicine varies between 20% and 53%. [7-11]. Scientific literature also reveals a prevalence of moderate to severe pain in 20–64% of cases [7,8,12]. According to the latest guidelines, it is essential to ensure proper and effective pain management for all patients experiencing pain, starting from the pre-hospital emergency phase. The primary goal is to reduce pain, maintain functionality, and minimise adverse effects [13]. The WHO pain relief scale serves as a comprehensive guide for managing pain. The Numerical Rating Scale (NRS) is the most commonly used pain scale for assessing pain in adult patients within the pre-hospital setting [14].

The NRS can be administered either verbally or in written form. In both formats, patients are asked to rate the intensity of their pain on an 11-point scale, ranging from 0 (no pain) to 10 (worst pain imaginable [15,16]. Pain is considered mild with a score of 1-3, moderate with a score of 4-7, and severe with a score greater than 7 [17].

To improve the management of acute pain, continuous and accurate assessment is recommended. For adults and children capable of verbalising their pain, the NRS and VAS scales are recommended [14].

In Europe, the personnel involved in emergency and urgent healthcare consists of various roles: nurses, paramedics, and doctors. These roles have different levels of education, training, and job specifications, which can influence their ability and authority to administer analgesics to patients in pain [18-20]. The choice of the most effective analgesic depends on various factors, such as the context in which it is administered, the skills of the staff, and the guidelines provided by the WHO ladder [21]. The pharmacological options recommended by the European Society of Emergency Medicine (EUSEM) in accordance with the WHO pain relief ladder include: paracetamol, NSAIDs, opioids, and ketamine [14]. In Italy, scientific societies involved in emergency care have issued recommendations on pain management. According to guidelines, in pre-hospital setting, the ideal analgesic should be simple to use, safe, effective, not to interfere with transport time and have a rapid onset and short half-life to allow for dose titration based on the patient's response [22].

Severe pain in a pre-hospital setting is often poorly and inadequately managed, with the use of analgesic drugs by healthcare professionals reported to be insufficient [23-25].

Nurses can assess and treat pain using drugs such as fentanyl, ketamine, morphine, NSAIDs, and paracetamol [22]. The effectiveness and safety of administering these drugs has been further confirmed by the 2023 recommendations for pain management in pre-hospital settings.

Pharmacological treatment with non-opioid analgesics, such as NSAIDs, Paracetamol, and Ketamine, is a viable alternative to opioid drugs, offering similar efficacy and a more favourable side effect profile [26]. Fentanyl is a rapid and effective analgesic treatment that does not cause significant hypotension, reduction in peripheral oxygen saturation (SpO2) and state of consciousness, therefore, it can be used safely and effectively for pain management in pre-hospital settings [27].

In addition, the safety of Ketamine in low-dose administration was demonstrated with no significant decrease in blood pressure, respiratory rate, heart rate and GCS, and no clinically significant negative events were reported [28]. Numerous studies provide evidence for the safety and efficacy of low-dose (0.1-0.3 mg/kg) Ketamine, whether administered intravenously, intramuscularly, or intranasal.  Its use leads to rapid pain relief and causes fewer adverse effects, such as nausea and vomiting, compared to opioids, though it is associated with dizziness, dysphoria, and confusion [29-32].

In the context of prehospital emergency care in the Tuscany Region, various types of basic and advanced rescue vehicles are available: nurse-staffed ambulances, emergency physician cars, basic life support ambulances, and air ambulances. Regarding nurse-staffed ambulances, pain assessment and management are performed by nurses following the Regional Analgesia Procedure.

Pain assessment is performed using the NRS (Numerical Rating Scale), VRS [https://www.fisioscience.it/scale-valutazioni/scala-vrs/]

PAINAD (Pain Assessment in Advanced Dementia), FACES (Faces Pain Scale) and FLACC (Face, Legs, Activity, Cry, Consolability) scales.

The procedure includes the use of analgesic medications based on pain intensity:

  • Paracetamol for pain intensity of 4-6
  • Ketamine and Morphine for pain intensity ≥ 7
  • Fentanyl is used by the operators of the Arezzo Emergency Medical Operations Centre following the implementation of the regional analgesia procedure.

This study was designed to evaluate nursing practices in pain management during pre-hospital care. Specifically, it aims to analyse adherence to international guidelines and the implementation of the Regional Analgesia Protocol by nursing staff affiliated with the Emergency Medical Operations Centre in Arezzo.

 
Objective:

The main objective of this study is to assess how the territorial emergency nurse evaluates and treats pain. The specific objectives are:

  • To verify whether nurses assess pains by completing the relevant section in the rescue report and/or in the patient card filled out by the operational centre operators.
  • To determine if a pain assessment with NRS ≥ 4 (moderate to severe pain) leads to appropriate pharmacological treatment.
  • To identify the potential need for further training on pain management and analgesic treatment, in accordance with the Tuscany region for nurse-staffed ambulance’s analgesia procedure guidelines.

 
MATERIALS AND METHODS

A retrospective study was conducted on pain management by nurses on Advanced Life Support vehicles operated by the Local Health Authority of South-East Tuscany, one of the main healthcare providers in Central Italy, at the Emergency Medical Services Dispatch Centre in Arezzo. The regional analgesia procedure guidelines for nurse-staffed ambulances has been used by the healthcare authority.

The advanced life support vehicles involved in the study within the pre-hospital emergency care setting include:

  • Ambulances staffed with qualified nurses trained to perform clinical procedures for pain assessment and management.

During pre-hospital care, healthcare professionals complete a standardised emergency care form.

This form includes information about the patient's physical condition, such as pain intensity rated on a 0-10 Numerical Rating Scale (NRS), the type of event, and the pre-hospital triage colour code.

The NRS is a widely recognised pain assessment tool where 0 represents no pain and 10 represents the worst possible pain. For the pharmacological treatment of pain, a Regional Procedure is in place for nurse-staffed ambulances, allowing the administration of analgesic drugs based on the severity of the pain:

  • Moderate pain (NRS: 4–6):
  1. Intravenous Paracetamol up to 15 mg/kg intravenous in children.
  2. Paracetamol 1 gr in adults.
  3. In cases of post-traumatic pain, Methoxyflurane is administered via pre-dosed inhalation.
  • Severe pain (NRS≥ 7):
  1. Intravenous Ketamine 0.2-0.5 mg/kg after prior consultation with the dispatch centre physician via telephone.
  2. Ketamine intramuscular 0.5-1 mg/kg if venous access is not available.
  3. Intravenous morphine in children: 0.05 mg/kg
  4. Intravenous morphine for adult patients under 65 years of age: 4 mg (repeatable with 2 mg).
  5. Intravenous morphine for adult patients over 65 years of age: 2 mg, repeatable with 1 mg if necessary.

The period covered by the study was from 1 September 2022 to 30 September 2023.

Data were extracted from the EmMaWeb (Emergency Management Web) database used by Arezzo Emergency Medical Service Operative Centre, which includes the "rescue report" filled out by the nurse on board and the "patient card" filled by the healthcare personnel at Emergency Medical Service Operative Centre. The data were accessed using an Excel spreadsheet and selected based on the defined inclusion criteria. To achieve the study’s objective, the following outcomes were evaluated:

  • At least one recorded pain score using the pain scale.
  • Presence and intensity of pain.
  • Adherence to the Regional Analgesia Procedure for Advanced Life Support ambulances with a nurse for the pharmacological treatment of pain.

Inclusion Criteria

  • All patients assisted, with no age restrictions.
  • Emergency medical care administered by nurses on board ambulances.
  • Pre-hospital Emergency Care forms dated between 1 September 2022, and 30 September 2023.
  • All pre-hospital colour codes for the dispatch of the rescue vehicle and its return to the destination hospital.

Exclusion Criteria

  • Pre-hospital emergency care provided by non-healthcare professionals in non-advanced life support vehicles.
  • Pre-hospital emergency care delivered by Medical Cars.

 
Statistical analysis

Data was extracted from the EmMaWeb (Emergency Management Web) database using the MISEMMA program. Data were collected and analysed to describe the distribution of pain based on intensity levels. The categorical variables were presented as simple and cumulative frequencies, as well as percentages. Additionally, a 95% confidence interval (CI 95%) was provided.

A hypothesis test was conducted as an inferential procedure using a z-test for proportions to evaluate whether the frequency of moderate-to-severe pain observed differed significantly from the lower limit of the expected frequency reported in the literature. Furthermore, the p-value was calculated, with a significance level set at <0.05. For the data analysis, Microsoft 365 Excel version 2411 was used.

 
Ethical consideration 

This study constitutes an integral component of the nursing thesis carried out by the first author, supervised by the second author at the second level degree in Nursing Science, University of Perugia. The thesis was submitted for approval on 24 November 2023.

No formal approval by the Local Ethics Committee (LEC) was required for this study; moreover, as by internal guidelines of LEC, the study has obtained necessary approval from the Directorate General of Local Health Authority Tuscany South-East ('Arezzo' Hospital) (18 September 2023).

All clinical data used in this investigation were acquired in a coded and anonymised format, adhering rigorously to the principles and guidelines outlined in the General Data Protection Regulation (2016/679, ‘GDPR’), which encompasses regulations concerning data protection and privacy within the European Union.

Furthermore, the study complies with the tenets of the Privacy Code (Italian legislative decrees 196/2003 and 101/2018) and the study protocol was designed in accordance with Good Clinical Practice, and the study was conducted in accordance with the Declaration of Helsinki.

 
RESULTS

During the selected period (September 2022 to September 2023), 4,738 rescue interventions were carried out by ambulances with nurses on board (Figure 1).

The number of interventions is related to the extent of the territorial coverage Emergency Medical Service Nurses  (in Italian “INDIA”), population density, and whether the territorial emergency medical service provides 24-hour or 12-hour coverage.

In 4,658 out of 4,738 cases (98.3%), pain was recorded at least once by the nurse in the rescue report and/or in the patient card completed by the operations centre staff, while it was not recorded in 80 cases (1.7%). Among the 80 patients whom no pain recording was found, 17 patients (0.37%) still received analgesic treatment.

Pain assessments with NRS (Numerical Rating Scale) ≥ 4 (moderate to severe pain) accounted for 14.2% (n= 660), while those with NRS (Numerical Rating Scale) ≤ 3 (no to mild pain) represented 85.8% (n= 3,998).

Out of the total pain assessments performed (4,658), severe pain (NRS ≥ 7) was observed in 4.30% of cases (n = 200) [95% confidence interval (CI): 3.71–4.87], moderate pain (6 ≥ NRS ≥ 4) in 9.87% of cases (n = 460) [95% CI: 9.01–10.73], while absent or mild pain (NRS ≤ 3) accounted for 85.83% of cases (n = 3998) [95% CI: 84.83–86.83] (Figure 1).

 Figure 1. Number of measurements with NRS (Numerical Rating Scale) ≤ 3 (no pain and mild pain); 6 ≥ NRS (Numerical Rating Scale) ≥ 4 (moderate pain), and NRS (Numerical Rating Scale) ≥ 7 (severe pain) on total cards.
 
Cumulative frequency

Total of measurements with NRS (Numerical Rating Scale) between 0 and 10 were 4,658, those with absent or mild pain (NRS ≤ 3) 3,998 (85.83%). The findings with absent-mild-moderate pain (NRS ≤ 6) were 4,458 (95.70%) (Figure 2).

To assess whether the observed frequency of pain with NRS ≥ 4 (moderate-severe) at 14.2% significantly differs from the lower limit of the expected frequency reported in the literature (20%), a z-test for proportions was conducted on a sample of 4,658 subjects.

The null hypothesis (H₀) posits that the observed proportion is equal to the expected proportion, while the alternative hypothesis (H₁) asserts that the observed proportion is lower than the expected proportion.

The z-test for proportions yielded a value of -9.90, indicating that the observed proportion (14.2%) is significantly below the expected proportion (20%). The associated p-value is extremely close to 0, well below the significance threshold (p-value < 0.05).

Figure 2. Representation of the cumulative frequency divided by the number and percentages of pain measurements with NRS (Numerical Rating Scale) ≤ 3 (no pain and mild pain), NRS (Numerical Rating Scale) ≤ 6 (no pain, mild pain, moderate pain), and NRS (Numerical Rating Scale) 0-10 (no pain, mild pain, moderate pain, severe pain).
 

Analgesic drugs were administered following a pain assessment NRS ≥ 4 in 63.6% of cases (420 out of 660 assessments), while the procedure was not applied in 240 cases (36.4%).

Following a pain assessment with NRS ≥ 7 (severe pain), the analgesia procedure was applied in 79% of cases (n = 158), while it was not applied in the remaining 21% of patients (n = 42).

It was highlighted in the study, when pain intensity, as reported by the patient, decreased to a NRS between 4 and 6, there was a significant drop in number of analgesic treatments administered: 262 out of 460 cases (57%) received treatment, while 43% (198 out of 460) did not receive any.

As regard of analgesic drug usage, both NRS ≤ 3 and NRS ≥ 4, paracetamol was the most commonly administered drug (815 cases), followed by fentanyl (181), morphine (102), and ketamine (94) (Table 1).

FENTANYL KETAMINE MORPHINE PARACETAMOL
INDIA 1 5 1 1 1
INDIA 2 26 10 35 128
INDIA 3 24 14 4 97
INDIA 4 13 11 4 61
INDIA 5 14 9 4 52
INDIA 6 47 25 27 194
INDIA 7 23 17 17 125
INDIA 8 6 3 0 49
INDIA 9 15 3 10 64
INDIA 10 8 1 0 44
TOTALE 181 (15.2%) 94 (7.9%) 102 (8.5%) 815 (68.4%)

Table 1. Total number of drugs administered for NRS (Numerical Rating Scale) ≤ 3 and NRS ≥ 4 by Advanced Life Support ambulances staffed with nurses (INDIA).
 
DISCUSSION

The data shows a high level of awareness about pain, as it was assessed at least once in more than 98% of patients.

Only 1.7% of the examined forms lacked of pain assessment, a significantly better result compared to other studies reported in the literature, where the percentage ranges from 32% to 52% [8,12,20].

The recording of pain data during pre-hospital emergency, as recommended by the European Society of Emergency Medicine (EUSEM) guidelines and constitutes the first step towards effective pain management [13]. An accurate assessment of the patient and their pain symptoms is essential for selecting the appropriate analgesic and determining the most suitable route of administration [22].

A proper pain assessment can significantly enhance emergency care interventions, establishing it as one of the key quality standards in emergency medicine [5,6].

There were 17 out of 80 cases where no pain score was recorded, but patients still received pharmacological analgesic treatment.

For cases where no pain score was documented, several factors could explain this: some patients likely did not experience pain, while in other cases, patients may have had pain, but the data was not recorded for various reasons. This underscores the importance of thorough documentation to ensure accurate pain management practices [12].

From the analysed data, it is clear that about 36% of patients with NRS ≥ 4 (moderate-severe pain) and 21% of patients with NRS ≥ 7 (severe pain) did not receive analgesic treatment.

Numerous studies prove that inadequate pain management is common in pre-hospital Emergency-Urgency setting [33,34]. In another study, only 15.6% of all activations documented the receipt of pre-hospital pain medications [35]. One hypothesis related to 40% of moderate to severe pain cases left untreated by nurses could be from a lack of confidence in using the available analgesic drugs.

From the data examined, the occurrence of pain with NRS ≥ 4 (moderate-severe) is greatly reduced (14.2%) if compared to the 20-64% reported in the medical literature [7,8,12].

The z-test value for proportions, which is highly negative, confirms that the observed proportion of moderate-to-severe pain (14.2%) is significantly below the lower limit of the expected range (20%). The value observed in this study is statistically lower than the expected range reported in the literature, supporting the conclusion that the collected data differs significantly from expectations. Given that the p-value is extremely close to zero, we can reject the null hypothesis that the observed distribution of moderate-to-severe pain is equal to the expected distribution.

Regarding the use of analgesic drugs, paracetamol appears to be the most frequently used medication for both NRS ≥ 4 and NRS ≤ 3 pain levels, suggesting nurses are more comfortable with its use and titration, compared to the lower usage of fentanyl, ketamine, and morphine.

The widespread use of intravenous paracetamol is supported by the recommendations of the “Evidence-Based Guidelines for Pre-Hospital Pain Management”. Compared to the exclusive use of intravenous opioids for the initial management of moderate to severe pain, paracetamol is highlighted for its ease of administration and higher tolerability among patients. This makes it a preferred option in pre-hospital settings where effective, yet patient-friendly analgesic interventions are critical. [26]

In other studies, morphine and fentanyl have been the most commonly administered drugs for pain management [35]. A growing need of a better training on how to use painkiller drug is urgent, in particular about the benefits of a valid analgesia.  It’s important, especially in certain provincial areas under the responsibility of Advanced Life Support ambulances with a nurse on board (INDIA), which were found to be less consistent in using analgesic drugs relative to the number of rescue interventions performed.

CONCLUSION

Acute pain is widely documented as one of the most common symptoms experienced by patients in the context of emergency and urgent care. This symptom is frequently encountered in pre-hospital settings, highlighting the importance of effective pain management during emergency interventions. [8,36]. According to Mackenzie, pain should be controlled from the very beginning, immediately after the arrival of emergency services: “The pre-hospital care professional has the first and perhaps the only opportunity to interrupt the pain cascade.” This emphasises the crucial role that early intervention plays in managing pain effectively during emergency care [37].

Early and effective pain treatment has a positive impact on both the physiological and psychological condition of patients. It improves comfort and safety, facilitates complex life-support interventions, and, in the long term, reduces the development of post-traumatic stress disorder (PTSD) [23,38-40].

The recently concluded study provides a realistic snapshot of the management of pre-hospital emergencies handled by the Emergency Medical Operations Centre of Arezzo.

The objectives of the study were met, demonstrating that Emergency Medical Service nurses pay considerable attention to assess and treat pain in patients seeking assistance.

63,6% of patients with moderate to severe pain (NRS ≥ 4) received pharmacological treatment through the application of the Tuscany region for nurse-staffed ambulances’ analgesia procedure guidelines. Pain management, however, does not align with the guidelines set by the World Health Organisation (WHO) and the European Society of Emergency Medicine (EUSEM) [14], a significant proportion of patients with moderate-severe pain did not receive adequate analgesia.

Nevertheless, the study also highlights the need for a further training to raise awareness about the benefits of analgesia. However, the study suggests a need for further education and training for pre-hospital nurses on pain management and the use of analgesic drugs to ensure greater adherence to shared treatment protocols within the Tuscany Region. It would be ideal for personnel working in the emergency and urgent care system to undergo a uniform training path, while maintaining their respective competencies, professional scopes, and specific foundational training for each role. The overall goal is to ensure quality care through the functional and operational integration of each sector within the emergency and urgent healthcare system. [41] Nonetheless, the adoption of the assessment and treatment nursing protocols for assessment at the regional level, including the Analgesia Protocol, represents a positive step towards the standardisation of care.

Study limitations:

The main limitation is the data which were collected from a single Emergency Medical Service Operative Centre.

Data regarding the sex, age, and medical conditions of patients treated by Advanced Life Support ambulances with a nurse on board were not collected. Additionally, the lack of pain assessment prevents us from determining whether this omission was due to a genuine absence of pain evaluation or a failure to record the pain, even though it may have been assessed.

Further investigation is needed using the collected data through a direct review of each individual rescue report, in order to establish the reasons of inapplicable regional analgesia procedure guidelines, despite the patient's reported pain being classified as moderate to severe.

Funding statement

This research did not receive any specific grant from funding agencies in the public, commercial, or non-profit sectors.

 
Conflict of interest  

The authors report no conflict of interest.

Authors’ contribution

F.P.: Conceptualisation, Methodology, Investigation, Software Data curation, Writing-Original draft preparation. G.d.G.: Writing - Reviewing and Editing, Supervision.  S.S.: Writing- Reviewing and Editing. M.R.: Writing- Reviewing and Editing.

 
Acknowledgements

We would like to thank the Medical and Nursing Management of the Department of Emergency Medicine of Local Health Authority South-East Tuscany for allowing us to study inside the COES Arezzo.

 
 
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The role of diet during health education programs for the improvement of clinical outcomes in copd patients: Literature review

Rita Citarella 1*, Adriano Brenca 2, Myriam Palomba 3, Maria Guarnaccia 1, Giuseppina Gargiulo 4, Diodato Ferrante 1, Jessica Marano 5, Aniello Lanzuise 6, Serena Pannetta 2

  1. Umberto I Hospital, via Alfonso De Nicola, Nocera Inferiore (Salerno), Italy.
  2. Maria SS. Addolorata Hospital, Piazza Scuola medica Salernitana, Eboli (Salerno), Italy.
  3. Maresca Hospital, via Montedoro 53, Napoli, Italy.
  4. Ospedale del Mare, via Enrico Russo 11, Napoli, Italy.
  5. San Giovanni Di Dio e Ruggi d’Aragona Hospital, via San Leonardo (Salerno), Italy.
  6. Hospital of national importance “Ospedale dei Colli”, Napoli, Italy

* Corresponding author: Citarella Rita, “Umberto I” Hospital in Nocera Inferiore (Salerno), Italy. E-mail: rita.citarella.91@gmail.com

Cite this article

 

ABSTRACT

Introduction: Chronic obstructive pulmonary disease is a growing health problem. It is a chronic inflammatory lung disorder characterized by progressive, poorly reversible airflow limitation. The identification of modifiable risk factors for prevention and related patient health education have given positive results. We have passed from the observation of risk factors to a careful diet rich in substances capable of improving lung function. The purpose of this integrative review was to identify, describe and summarize previous studies that have investigated the importance of health education about nutrition in patients with COPD.

Materials and methods: For this scope, a review process was conducted following these five steps: 1) identification of the research problem, 2) literature research, 3) data evaluation, 4) data analysis and 5) presentation of the synthesis of the results. After the identification of the research problem, the second phase of the literature research was conducted using the CINAHL and PubMed databases. MeSH search terms included: COPD, health education, malnutrition, and Quality of Life. These terms have been combined each other using boolean operators. The electronic research was limited to the articles published in the English language within the past 10 years. Studies that responded to the hypotheses of bibliographic research were considered. Primary studies, systematic reviews and guidelines were included. Bibliographic research was conducted from 1 June 2024 to 24 October 2024.

Results: Some studies show that by eliminating risk factors, improving nutrition and educating the patient to self-manage the disease through tertiary prevention programs, there has been an improvement in the patients’ quality of life.

Conclusion: Correct health education is important to have “instructions” on the pathology and its self-help management. Outcomes are enhanced by self-efficacy interventions that aim to achieve a healthy lifestyle through behavior modification, especially about diet.

Keywords: COPD, health education, malnutrition and Quality of Life.

 

INTRODUCTION

Chronic Obstructive Pulmonary Disease (COPD) was ranked as the third leading cause of death worldwide in 2016 [1] and the fourth leading cause of death in the United States in 2017 [2]. The prevalence of COPD was reported to be approximately 300 million in 2017 [3]. Furthermore, the incidence of COPD expected to increase further in the coming years due to an aging population and continued exposure to COPD risk factors, including tobacco smoke, occupational dusts and chemicals, biomass fuel and air pollution [4]. So, COPD can be prevented by reducing exposure to these risk factors, including avoidance or early cessation of smoking [5]. This disease is characterised by persistent respiratory symptoms and airflow limitation [6], providing in this way a significant burden for patients and society. In effect, patients suffering from BPCO complain reduced daily physical activities, impacting on their work and social life. The consequence is often the onset of psychological conditions such as anxiety and depression [7,8]. Together, all these factors decrease health-related quality. COPD is caused by the alveolar wall destruction which results in air trapping and static hyperinflation [9,10], increasing the mortality of these patients compared to the general population [6]. Symptoms of COPD may include chronic and progressive dyspnoea, chronic cough (with or without sputum production), chest tightness or fatigue [11-17]; patients typically do not seek medical help until symptoms have a substantial impact on their daily life [18]. Sarcopenia, which is common in COPD, worsens dyspnoea due to reduced muscle mass leading to decreased exercise capacity and increased breathless ness [19]. In effect, patients with COPD, especially those with advanced emphysema, often have severe nutritional deficiencies. Weight loss in COPD patients has been associated with malnutrition [20] and such patients also have high mortality rates [21]; therefore, they require nutritional support. However, once these patients lose weight, it is difficult for them to regain it. Malnourished COPD patients experience a 1.5-fold increase in resting energy expenditure, compared to the healthy population. Therefore, among the risk factors to pay attention for public health, apart from smoking cessation [22], diet has been recognized as a modifiable risk factor for the development and progression of the disease [23]. A better understanding of the impact of diet on COPD prevention and/or outcomes can raise awareness of the importance of nutritional approaches, providing insights to promote lung health and to prevent disease onset and progression. As we have seen, if the patient follows a good nutritional plan, he can have an improvement in the disease. The nurse plays an important role thanks to good health education that promotes self-care in people with COPD. Currently, patients are provided with disease management training both in hospital and at home to implement patient self-efficacy. Self-efficacy intervention is essential because it aims to achieve a healthy lifestyle through behavior regulation [24], to improve quality of life and avoid the exacerbations [25]. The identification of these modifiable risk factors for prevention is important: Sarcopenia is associated with a poorer quality of life, increased risk of repeated hospital admissions and higher mortality [26]. Good health education can give positive results. The role of the nurse is to support patients in developing self-management skills, providing adequate information and feedback on behaviors in case of exacerbations, also improving their nutritional plans [27].  This type of prevention is called tertiary prevention because it does not indicate the prevention of the disease, but is used to avoid complications, the probability of recurrence and death. The purpose of this integrative review was to identify, describe and summarize previous studies that have investigated the importance of health education about nutrition and its factors in patients with COPD.

 

MATERIALS AND METHODS

In the study of this topic, we formulated the following questions:

  1. How can the modification of diet improve the quality of life of COPD patients?
  2. Is there the impact of health education by health professionals on the adherence to new lifestyles from COPD patients?

We conducted the research using the P.I.O. framework, which stands for population, intervention and outcomes (Table 1).

POPULATION COPDS PATIENTS
INTERVENTION HEALTH EDUCATION ABOUT NUTRITIONAL PLAN
OUTCOME REDUCE MORTALITY, HOSPITALISATION, EXACERBATIONS AND WORSENINGS OF SYMPTOMS

Table 1. The PIO methodology assessment

 

Study Design

The study design is an integrative review performed following the PRISMA (Preferred Reporting Items for Systematic-review and Meta-Analysis) (PRISMA) guidelines [28]. So, a review process was conducted by C.R. and P.S. following these five steps: 1) identification of the research problem, 2) literature research, 3) data evaluation, 4) data analysis and 5) presentation of the synthesis of the results [29]. Bibliographic research was conducted from 1 June 2024 to 24 October 2024. After the identification of the research problem, the second phase of the literature research was conducted using the CINAHL and PubMed databases. MeSH search terms included: COPD, health education, malnutrition and Quality of Life. These terms have been combined each other using Boolean operators “AND” and “OR”.  The search strategies for each database are provided in the search string table (Table 2).

DATABASE KEYWORDS COMBINATION
PUBMED modification[All Fields] AND ("diet"[MeSH Terms] OR "diet"[All Fields]) AND improve[All Fields] AND ("quality of life"[MeSH Terms] OR ("quality"[All Fields] AND "life"[All Fields]) OR "quality of life"[All Fields]) AND ("pulmonary disease, chronic obstructive"[MeSH Terms] OR ("pulmonary"[All Fields] AND "disease"[All Fields] AND "chronic"[All Fields] AND "obstructive"[All Fields]) OR "chronic obstructive pulmonary disease"[All Fields] OR "copd"[All Fields]) AND ("patients"[MeSH Terms] OR "patients"[All Fields])
PUBMED "impact"[All Fields] AND ("health education"[MeSH Terms] OR ("health"[All Fields] AND "education"[All Fields]) OR "health education"[All Fields]) AND ("health personnel"[MeSH Terms] OR ("health"[All Fields] AND "personnel"[All Fields]) OR "health personnel"[All Fields] OR ("health"[All Fields] AND "professionals"[All Fields]) OR "health professionals"[All Fields]) AND adherence[All Fields] AND new[All Fields] AND ("life style"[MeSH Terms] OR ("life"[All Fields] AND "style"[All Fields]) OR "life style"[All Fields] OR "lifestyles"[All Fields]) AND ("pulmonary disease, chronic obstructive"[MeSH Terms] OR ("pulmonary"[All Fields] AND "disease"[All Fields] AND "chronic"[All Fields] AND "obstructive"[All Fields]) OR "chronic obstructive pulmonary disease"[All Fields] OR "copd"[All Fields]) AND ("patients"[MeSH Terms] OR "patients"[All Fields])
CINAHL Modification AND ("diet"[MeSH Terms] OR "diet") AND improve AND ("quality of life"[MeSH Terms] OR ("quality" AND "life") OR "quality of life") AND ("pulmonary disease, chronic obstructive"[MeSH Terms] OR ("pulmonary" AND "disease"  AND "chronic" AND "obstructive") OR "chronic obstructive pulmonary disease" OR "copd" ) AND ("patients"[MeSH Terms] OR "patients").
CINAHL "impact” AND ("health education"[MeSH Terms]) OR ("health" AND "education") OR ("health education") AND ("health personnel"[MeSH Terms] OR ("health" AND "personnel") OR "health personnel" OR ("health" AND "professionals") OR "health professionals") AND adherence  AND new AND ("life style"[MeSH Terms] OR ("life" AND "style”) OR "life style" OR "lifestyles") AND ("pulmonary disease, chronic obstructive"[MeSH Terms] OR ("pulmonary"AND "disease" AND "chronic" AND "obstructive" ) OR "chronic obstructive pulmonary disease" OR "copd") AND ("patients"[MeSH Terms] OR "patients")

Table 2. Search string in databases.

 

Inclusion and Exclusion criteria

Studies that responded to the hypotheses of bibliographic research were considered. Primary studies, systematic reviews and guidelines were included. The inclusion criteria used for the selection of articles were human population including both males and females, studies in English language, available abstract, publications of the last 10 years and scientific articles. Articles of national and international scientific literature whose title and content contained at least one of the keywords or a link to them are included. All those quotes for which it was not possible to find the written “full text” version were excluded. The selected studies were found in full text format, read critically and the relevant ones were included in the review.

 

RESULTS

The selection process resulted in the inclusion of 6 articles, as shown in Figure 1, according to the 2020 Preferred Reporting Items for Systematic-review and Meta-Analysis (PRISMA) guidelines [28].

The following table reports the included studies, describing their features: year of publication, name of authors, title, scope, methodology, study sample and their results (Table 3); 6 articles were identified, published between 2018 and 2024, with different methodology as follows: three randomized controlled trials, two cross-sectional studies and one experimental study. Four studies were conducted in the European countries (Norway [30], Iceland [31], Turkey [32] and Hungary [34]) while only two in Asian continent: exactly, in Japan [33] and China [35].

YEAR AUTHORS  TITLE SCOPE RESEARCH METHOD SAMPLE RESULTS
2018

[30]

Heidi B Bringsvor, Eva Langeland, [...], and Signe Berit Bentsen Effects of a COPD self-management support intervention: a randomized controlled trial Promote self-management, self-efficacy after COPD patient education programs Randomized controlled trial 182 patients In people with COPD, an educational plan gave way to acquire skills and constructive attitudes in self-monitoring of symptoms and disease course.
2019

[31]

Arora Ros Ingadottir, Anne Marie Beck, Ingibjorg Gunnarsdottir Oral nutrition supplements and between-meal snacks for nutrition therapy in patients with COPD identified as at nutritional risk: a randomized feasibility trial To evaluate the impact of nutrients on lung function and COPD progression. Several dietary options may be considered in terms of COPD prevention and/or progression. Randomized study. 34 participants at nutritional risk, of which 19 took oral food supplements and 15 snacks, providing 600 kcal and 22 gr of protein per day in addition to the regular daily diet. In COPD patients who are at nutritional risk, snack foods are more feasible and effective than oral dietary supplements.
2020

[32]

Ayşe Çevirme, PhD and Gönül Gökçay, PhD student The impact of an Education-Based Intervention Program (EBIP) on dyspnea and chronic self-care management among chronic obstructive pulmonary disease patients Evaluate the impact of dyspnea and outcomes on an education-based intervention program (EBIP) versus routine care. Single-blind randomized controlled study 51 patients diagnosed with stage 2 chronic obstructive pulmonary disease (COPD) divided into experimental and control groups. Participants are similar in terms of gender, marital status, smoking status, disease duration and age. In patients with stage II COPD, structured education programs (often including the presence of nurses in the form of home visits and telephone calls) contribute to the management pf COPD symptoms, primarily dyspnea.
2020

[33]

Takako mouri, Chieko hatamochi, and Koichi takayama Education Program for Male Patients with Chronic Obstructive Pulmonary Disease to Change Dietary Behavior To evaluate the effects of an educational program to change the eating behaviors of male COPD patients. Experimental study 22 male participants, of which 11 in the intervention group with an average age of 67 years and 11 in the control group with an average age of 72 years (the patients are only male in order to control the effects of sex on eating behavior). In order to prevent malnutrition in patients with COPD, it was sufficient to provide them with relevant knowledge in increased energy intake.
2021

[34]

Fekete, M.Fazekas-Pongor, V.Balazs, P.Tarantini, S.Szollosi, G.Pako, J.Nemeth, A.N.Varga, J.T. Effect of malnutrition and body composition on the quality of life of COPD patients. to determine the correlation between nutritional status and quality of life of COPD patients. cross-sectional study Fifty patients (mean age was 66 years). Mean body mass index (BMI) was 26.2. Considering that malnourished COPD patients may have reduced lung function and lower quality of life compared to normal weight patients, nutritional therapy must be included in the treatment of COPD patients combined with nutritional risk screening during the follow-up.
2024

[35]

Qi Jiang, Zheru Ma, Jing Sun and Yang Li Association of dietary inflammatory indices with sarcopenia and all-cause mortality in COPD patients Explore the relationship between sarcopenia in patient with COPD and mortality cross-sectional study, 1429 patients A significant association between concurrent sarcopenia and an increased risk of all-cause mortality in COPD patients within the United States was observed.

Table 3. Analysis of selected studies

 

DISCUSSION

The purpose of this integrative review was to identify, describe and summarize previous studies that have investigated the importance of health education about nutrition in patients with COPD, addressing COPD from a non-pharmacological perspective, analysing how a health education about nutritional plan can improve the health of COPD patients. Health education, in terms of self-management interventions, should be part of chronic care for patients with COPD, at all stages of their disease. A good health education also improves self-management of the disease and its awareness [27]. In fact, the patient is able to perceive his own skills and competences in managing the pathology. The identification of modifiable risk factors for the prevention and treatment of COPD is the first step. About this, increased awareness of diet and dietary factors that influence respiratory health may be of interest to public health, due to their effects on the disease course. For this reason, informing and educating the patient should be the main goal with patients suffering from COPD. A randomized controlled trial by Bringsvor et al. [30], involving 182 patients, evaluated the effects of a COPD self-management support intervention. The results showed significant positive changes in patients' attitudes and approaches, with an acquisition of skills thanks to educational activities on disease awareness. This confirms the effectiveness of educational interventions, which should also include nutrition as an integral part of treatment. In line with this evidence, a study conducted by Ingadottir et al. [31], involving COPD patients divided into two groups (one with snacks and the other with food supplements), showed that a weight gain of more than 2 kg was a significant predictor of survival in underweight patients. Both groups gained weight during the 12-month follow-up, but the group receiving snacks showed a greater weight gain than the group receiving food supplements. The results suggest that in COPD patients at nutritional risk, snacks may be more effective and practical than oral supplements. The study by Cevirme et al. [32] also showed that an education-based educational program (EBIP) had positive effects on improving self-management skills, reducing functional disability and improving quality of life. Nurse interventions play an important role in supporting and motivating patients, and COPD patient self-management education reduces the frequency of hospitalizations associated with acute exacerbations and improves patients’ quality of life [36]. In experimental study by Mouri et al [33], the effects of an educational program to change the eating behaviors of COPS patients were also evaluated, including 22 male participants subdivided in two groups (intervention group and control group). The conclusion of this study, as well as in previous studies, was that the prevention of malnutrition and deterioration in patients with COPS could be obtained providing these patients with relevant knowledge and skills in order to increase the energy intake. In fact, in the study “Effect of malnutrition and body composition on the quality of life of COPD patients” [34] an association between low body weight and the severity of COPD was noted, indicating that patients’ nutritional status was linked to their quality of life. This study indicates that malnourished COPD patients may have reduced lung function and lower quality of life compared to normal weight patients. Thus, their findings suggest that nutritional therapy must be included in the treatment of COPD patients during the follow-up [37]. At the end, in the last article “Association of dietary inflammatory indices with sarcopenia and all-cause mortality in COPD patients” [35], the results revealed sarcopenia prevalence in COPD patients, showing a significant association between concurrent sarcopenia and an increased risk of all-cause mortality in COPD patients. Dietary adjustments may be mandatory in order to mitigate muscle wasting and enhance the prognosis of COPD. Targeted nutritional interventions, like high-protein diets, may improve respiratory muscle strength, physical performance, overall health status and quality of life in elderly COPD patients [38]. In the light of the results of different reported studies, in order to obtain a better quality of life and to control the symptoms, the health education programs (also including the intervention of nurse both at the hospital and by home visits) may focus on improving the energy intake and consequently the “status” of muscle mass. An essential concept emerges from all these studies: nutritional status is an important determinant of outcome of COPD and the only way for assessing the nutritional risk of these patients is through longitudinal measurement of body weight and body composition. Probably, two limitations are common to all the studies enrolled in our review; at first, the lack of the evaluation of vitamin D in patients with COPD is to be considered. In effect, as highlighted by Bojesen et al. [39], the prevalence of vitamin D nutrient deficiency is high in COPD and could be incorporated into nutritional risk screening. At second, none of the authors assessed the different metabolic phenotypes of COPD patients, from which a specific nutritional risk is associated to and that it could be useful in patients counselling. Apart from these two limitations, it is clear that nutritional intervention is likely to be effective in undernourished patients and is probably most effective if combined with an exercise programme. Overall, the evidence from our review indicates that a well-balanced diet with sufficient intake of fresh fruits and vegetables is beneficial to COPD patients, not only for its potential benefits on the lung but also for its proven benefits on metabolic and cardiovascular risk. All this can only be achieved through close interaction between the patient and the health professionals in charge, in order to set up a health program that can be reproduced over time, even and especially when the patient provides for his self-management at home without being guided by health personnel. Furthermore, in the future, healthcare professionals should not only pay attention to the early screening of weight loss in COPD patients, but also provide relevant prevention information, in effect, according to the results from Zhou J et al.  [40], age, body mass index, smoking and diabetes mellitus are the contributing factors for sarcopenia in patients with chronic obstructive pulmonary disease.

Limitations of the study

This review has some limitations: at first, only two databases were consulted; furthermore, among enrolled reports, one study limited their subjects to patients that were treated for stage II COPD [32] while another report included only Japanese men in the study [34], limiting its interpretation in terms of gender and ethnic groups. Finally, there are not many studies that have dealt with this topic in the last five years; for this reason, the review is limited to a small number of selected articles, which are long-standing dated.

Implications for clinical practice

The review suggests that different strategies should be adopted for patients with COPD. Except of the elimination of smoking as a risk factor in order to improve the lives of these patients, it is needed to pay attention to educational programs, focusing particularly on eating behaviour and dietary factors. Through adequate nutritional support that can ensure the right energy intake and a balanced protein intake, associated with adequate exercise, it will be possible to guarantee a positive maintenance of the efficiency of cognitive and physical functions, essential prerequisites for ensuring the elderly maximum autonomy for an excellent life expectancy. The nurse, being in close and continuous contact with patients, assumes a fundamental role in identifying and preventing the causes of malnutrition with prevention programs. The study emphasises the importance of continued training in communications skills for healthcare professionals supporting people with COPD, particularly acknowledging the patient's concerns in the context of symptom changes/flare-up.

 
CONCLUSION

This integrative review aimed to identify, describe and summarize previous studies that have investigated how a health education about nutritional plan can improve the health of COPD patients. The results of this systematic review suggest that health education programs, including hospital and home nursing interventions, should focus on improving energy intake and muscle mass, to improve quality of life and control symptoms in COPD patients. The success of these interventions depends on a close collaboration between patients and healthcare professionals, to develop health programs that can be replicated over time, even when the patient is managing his or her condition independently at home. It is therefore essential that healthcare professionals not only monitor weight loss early in COPD patients, but also provide preventive information, considering factors such as age, body mass index, smoking and diabetes, which contribute to sarcopenia and worsen the risk of negative outcomes. Future studies should explore the effectiveness of combined interventions, integrating nutritional education and physical exercise, to improve muscle mass and quality of life and, further, focus on long-term, technology-supported self-management models to monitor and optimize patients' nutritional self-management.

 
Funding statement

This research did not receive any specific grant from funding agencies in public, commercial or not for profit sectors.

 
Conflict of interest

The authors report no conflict of interest.

 
Authors’ contribution

CR was the major contributor in writing the manuscript. BA, PM, GM, GG, FD, MJ, LA and PS performed the data collection and interpreted the patient data regarding pulmonary disease. All authors read and approved the final manuscript.

 
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Innovation and Technology in Nursing Education: Challenges and Opportunities

Gianluca Azzellino, Patrizia Vagnarelli

 

1 Complex Operative Unit (U.O.C.), Adriatic District Area, Territorial operations center. Local Health Authority of Teramo (AUSL 04), Italy

2 Complex Operative Unit (U.O.C.), Adriatic District Area, Territorial operations center. Local Health Authority of Teramo (AUSL 04), Italy

 

Corresponding author: Gianluca Azzellino, Complex Operative Unit (U.O.C.), District Area Adriatica, Territorial Assistance Department, Local Health Authority of Teramo (AUSL 04), Italy Via Finlandia n. 7/1,65015 Montesilvano, Italy. Email: gianluca.azzellino@aslteramo.it

 

Cite this article

 

ABSTRACT

This comment responds to the recently published article on online learning methods during the COVID-19 pandemic. The article describes the challenges, methods, and opportunities of online learning. The authors consider this topic to be very current, interesting, and highly relevant, as the impact that technology will have on the future of nursing education will be significant. However, the challenge posed by the implementation of advanced technologies such as virtual reality (VR) or e-learning requires special attention. These technologies not only enrich students' educational experiences but can be important in adequately and comprehensively preparing students to meet real-world clinical challenges.

 

Keywords: Nursing training, technological integration, professional development, nursing education innovation, digital tools.

 

 

INTRODUCTION

The authors read with interest the article by Husna et al. (2024) addressing the topic of online learning during the COVID-19 pandemic. With the accelerated adoption of digital tools, nursing education is adapting its educational programs to the new technological realities. While it is clear that online learning played an essential role in ensuring the continuity of education during the pandemic, it is necessary to highlight how advanced technologies can further enhance learning. Among these, virtual reality (VR), with its immersive and realistic simulations, could represent an effective future resource to bridge the gap between theory and practice, making nursing education more attractive and engaging.

Through its immersive interactivity, VR effectively eliminates the boredom of conventional teaching and rigid teaching methodologies, triggering greater academic enthusiasm among nursing students and significantly improving their operational skills [1]. The 'digital natives,' as young students are often called, have always been accustomed to technology, so they have no difficulty adapting to change. However, their challenge does not lie in using these technologies but in maintaining focus and management in an online environment, where the negative variable could be represented by reduced attention and direct interaction with peers and faculty. Obviously, things are different for the more experienced generations of nurses, who had no contact with technology during their training. For them, the main challenge is not only managing the new equipment but also adapting work methods consolidated over the years. This generational diversity does not require a one-size-fits-all approach, but rather a differentiated approach to introducing technology into the nursing profession.

 

DISCUSSION

Research work on online learning methods developed during the Covid-1 pandemic (Husna et al., 2023), highlights the many benefits of technology in nursing education. The authors highlight the numerous advantages of technology in nursing education. During the COVID-19 pandemic, online training proved to be a tool capable of ensuring continuity. However, the exclusive use of online platforms is not suitable for nursing education and is not sufficient to adequately prepare students for the clinical complexity of nursing work. We all know that the nursing profession is going through a period of crisis [2] and that it is essential to deploy all available forces and strategies to renew it, making it attractive and satisfying again. The digitalization of care processes requires ever greater digital skills to ensure high-level care adapted to current knowledge [3].

Virtual reality offers innovative approaches by providing students with phases and moments of clinical experiences in a safe and controlled virtual environment. A significant goal of nursing education is the transfer of theoretical knowledge to clinical practice. In addition to virtual reality, other emerging technologies are significantly contributing to nursing education. For example, e-learning platforms provide a wide range of educational resources such as quizzes, videos, and scenarios. Apps and real-time feedback systems can support learning, making education more inclusive and accessible. A crucial aspect is balancing theoretical and practical training.

Today, innovative tools that simulate realistic cardiac arrest scenarios are used to bridge the gap between theory and practice. The integration of simulations into training ensures the ability to manage multiple cases with unlimited practice, without jeopardizing patient safety. The possibilities offered by virtual reality allow the recreation of immersive, interactive, and realistic scenarios in which the student can practice repeatedly without the need for additional materials or people [5].

In a photorealistic VR scenario, the patient in cardiac arrest is reproduced with high fidelity, providing key clinical signs and patient reactions. During the event, the subject can monitor the patient’s condition and initiate the resuscitation procedure. The learner performs CPR maneuvers from a perspective that projects him into a completely immersive situation [6]. In everyday practice, nurses can use photorealistic VR scenarios to train in the management of complex situations, especially in emergency-urgency operating units. These tools allow them to train in an environment very similar to reality and controlled, without putting the patient's health at risk. Another positive feature of VR training is the improvement of accessibility, as there is no need to organize a physical training session [7]. Initially, the costs of training using these technologies can be high compared to traditional training methods. This can represent a disadvantage and a risk of not being able to guarantee equal access, generating inequalities among students [7].  In conclusion, technology offers several ideas for improvement in training and clinical practice, but it is important to emphasize that this should never completely replace the direct clinical experience of the professional. The main future challenge will be to find a real balance between technologically competent healthcare professionals and professionals willing to guarantee quality care, also based on practical skills and human relationships. It is essential to combine practical experience with new technologies to guarantee complete training.

 

Conflict of interest

The authors declare no competing interests

 

Financing

No funding to declare

 

Author contributions

All authors contributed equally to the work

REFERENCES

  1. Lange A, Koch J, Beck A, Neugebauer T, Watzema F, Wrona K, Dockweiler C. Learning with Virtual Reality in Nursing Education: Qualitative Interview Study Among Nursing Students Using the Unified Theory of Acceptance and Use of Technology Model JMIR Nursing 2020;3(1):e20249 URL: https://nursing.jmir.org/2020/1/e20249. DOI: https://doi.org/10.2196/20249
  2. Ginaldi L, Di Mascio R, Sepe I, Colleluori N, De Martinis M. The necessary change of direction for the nursing profession - letter on Petrosino et al. Intensive Crit Care Nurs. Jun 2024; 82:103638. DOI: https://doi.org/10.1016/j.iccn.2024.103638
  3. De Martinis M, Ginaldi L. (2024) Digital Skills to Improve Levels of Care and Renew Health Care Professions JMIR Med Educ. 10:e58743 URL: https://mededu.jmir.org/2024/1/e58743. DOI: https://doi.org/10.2196/58743
  4. Ginaldi L, Azzellino G, D'Olimpio A, Grilli V, De Martinis M., Nurse burnout: It is an urgent issue affecting the profession. Int Nurs Rev. 2024 Sep;71(3):411-412. DOI: https://doi.org/10.1111/inr.12987.
  5. Mundell WC, Kennedy CC, Szostek JH, Cook DA. Simulation technology for resuscitation training: a systematic review and meta-analysis. Resuscitation. 2013 Sep;84(9):1174–83. DOI: https://doi.org/10.1016/j.resuscitation.2013.04.016.
  6. Federico Semeraro, Giuseppe Ristagno, Gabriele Giulini, Tania Gnudi, Jihan Samira Kayal, Alessandro Monesi, Riccardo Tucci, Andrea Scapigliati, Virtual reality cardiopulmonary resuscitation (CPR): Comparison with a standard CPR training mannequin, Resuscitation, Volume 135, 2019, Pages 234-235, ISSN 0300-9572, DOI: https://doi.org/10.1016/j.resuscitation.2018.12.016
  7. Sadeghi AH, Peek JJ, Max SA, Smit LL, Martina BG, Rosalia RA, Bakhuis W, Bogers AJ, Mahtab EA. Virtual Reality Simulation Training for Cardiopulmonary Resuscitation After Cardiac Surgery: Face and Content Validity Study. JMIR Serious Games. 2022 Mar 2;10(1):e30456. DOI: https://doi.org/10.2196/30456.

 



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Sleep quality and sex-related differences in an older adult population: a web-based cross-sectional study

Emanuele Di Simone1, Noemi Giannetta2, Valerio Ragnoli3, Sara Dionisi4*, Aurora De Leo1,5, Gloria Liquori5, Nicolò Panattoni6, Victoria D’Inzeo3, Laura Tafaro3, Vassilios Papaspyropoulos7, Christian Napoli7, Fabio Fabbian8, Luciano De Biase3, Giovanni Battista Orsi6 & Marco Di Muzio3

 

  1. Nursing, Technical, Rehabilitation, Assistance and Research Direction - IRCCS Istituti Fisioterapici Ospitalieri - IFO, Rome, Italy
  2. UniCamillus-Saint Camillus International University of Health and Medical Sciences; Rome, Italy;
  3. Department of Clinical and Molecular Medicine, Sapienza University of Rome; Rome, Italy;
  4. Nursing Technical and Rehabilitation Department - DaTeR Azienda Unità Sanitaria Locale di Bologna; Bologna, Italy;
  5. Department of Biomedicine and Prevention - University of Rome Tor Vergata, Rome, Italy;
  6. Department of Public Health and Infectious Diseases, Sapienza University of Rome, Italy.
  7. Department of Medical Surgical Sciences and Translational Medicine, Sapienza University of Rome, Rome, Italy;
  8. Department of Medical Sciences, University of Ferrara, Italy.

 

* Corresponding author: Sara Dionisi, Nursing Technical and Rehabilitation Department - DaTeR Azienda Unità Sanitaria Locale di Bologna

E-mail: sara.dionisi@uniroma1.it

 

Cite this article

 

 

ABSTRACT

Introduction: Aging has significant economic and social implications leading to an increase in chronic diseases and reduced autonomy of the elderly. Sleep disorders are common in the elderly, manifesting reduced sleep quality.

Objective/Purpose: The study aimed to measure the prevalence of sleep disorders in older adults and assess sex differences in sleep quality and sleep problems.

Method: A cross-sectional study based on an online survey was performed according to the STROBE checklist, using pre-validated questionnaires (Pittsburgh Sleep Quality Index) distributed to a sample of older adults. This is the first study evaluating sex differences in sleep quality and problems in the Italian population context using the Pittsburgh Sleep Quality Index assessment tool. The study was conducted in a university hospital in Rome from October 2020 to November 2020, on patients aged >65 years, independent in activities of daily living, with comorbidities and on treatment with up to 2 medications.

Results: 59 patients were included in the study, with an average age of 71.12 years. The results show that among males, the prevalence of poor sleep quality was 51.9%, while among females, the prevalence of poor sleep quality was 62.5%. According to Shapiro-Wilk, the Pittsburgh Sleep Quality Index was not normally distributed. Pittsburgh Sleep Quality Index total scores in males did not differ significantly from females.

Conclusions: Considering scientific literature, recent studies have highlighted the prevalence of sleep disorders in the elderly population and their under-reporting. Providing early intervention not only improves the sleep quality of these people but may also reduce the risk of experiencing adverse health outcomes and susceptibility to frailty.

 

Keywords: sleep disorders, older adults, sleep quality, Pittsburgh Sleep Quality Index


INTRODUCTION

The increasing growth in life expectancy has produced a natural demographic transition, with a progressively ageing population associated with other variables such as declining fertility and reduced youth mortality [1]. Globally, people aged 65 and older, referred to as "older adults," are the fastest-growing population [2]. Based on the recorded upward trend in population growth, the estimate is that about 16 per cent of the world's population will be 65 years and older by 2050 [3]. According to Italian National Institute of Statistics (ISTAT) data, 33.3 per cent of the Italian population is expected to be in this age group in 2065 [4].

Biological factors, which are very complex to define, will be one of many characteristics differentiating populations and uncorrelated social and economic factors, such as retirement age [5].

Ageing has impactful economic and social implications, as it is a process that encompasses the decline of the body as a whole and the physical and mental capacity that increase with advancing age, leading to an increase in chronic diseases and reduced autonomy in this segment of the population [6]. At the Central Nervous System level, the various implications of its degeneration lead to functional alterations, sometimes even compatible with chronic degenerative cognitive diseases. These alterations include memory deficit, impaired balance maintenance, and sleep disorders [7]. The physiological changes that commonly occur with ageing influencing the sleep cycle bring the appearance of some natural disorders. The concomitance with comorbidities affects the individual's physical and mental health, causing them to feel depressed and helpless, very often also due to chronic pain[8-9]. The study of sleep quality and disorders is widespread among older people and nurses [1,8].

Sleep disorders are common in older adults and are present in up to 40-70% of the specific population, manifesting reduced sleep quality. The main features of sleep disorders in the elderly can be attributed to sleep-maintenance insomnia, repeated nocturnal awakenings, and decreased total sleep with a general decrease in sleep quality [10]. Sleep is a normal physiological process with a crucial therapeutic action and is characterised by a reduction in response to external stimuli and perceptual isolation. A key health element is the sleep-wake cycle, a constituent part of the circadian rhythm, regulated by the anterior hypothalamus and subject to influence by (already known) factors, such as light/darkness alternation, temperature, the action of certain hormones, and a psychological component [9]. The literature shows that the population needs to be aware of the importance of the health of lifestyles that ensure a regular circadian rhythm, sleep and light/darkness alternation [11]. Sleep regulation consists of the S-process, which regulates sleep stages, and the C-process, which controls the circadian pacemaker [12]. Sleep is divided into two phases NREM (Non-Rapid Eye Movement) and REM (Rapid Eye Movement) phase [13].

In older adults, there are some changes in sleep architecture [9]. First, there is an anticipation of the time of lying down in bed and an earlier awakening. There is also an increased sleep latency, that is, an increase in the period of being stationary in bed before falling asleep. At the same time, however, there is a reduction in the total sleep duration, which manifests fragmentation and an increase in nocturnal awakenings due to external stimuli. All this is reflected by an increase in daytime sleep, which is directly proportional to advancing age; it is found that 25 per cent of people aged 75 to 84 years report sleeping during the day [14].

Nicturia and polyuria occur in various conditions, such as diabetes and prostatic hypertrophy. The use of drugs such as diuretics and substances such as coffee and alcohol exacerbate them. These conditions are risk factors for nighttime falls in adult patients [14]. Bilotta states that increasing age leads to increasing frailty, which correlates strongly with falls [15]. The WHO states that 35% of people older than 65 experience a fall yearly, exceeding 42% once they reach 70 years of age [16].

Moreover, some studies have found a strong correlation between low sleep quality and the risk of falling in the elderly [17,18]. The same correlation is found with the use of some medications for the treatment of sleep disorders, including sedative-hypnotic drugs. In addition, the presence of nicturia, precisely in the sleep component related to increased nocturnal awakenings, is among the risk factors for falls during the night [17].

Finally, gender is a determining factor in human health, and women are more predisposed to the onset of sleep disorders, as they have a physiological vulnerability related to hormonal changes, in which alterations in sleep architecture occur, during the premenstrual period, pregnancy, and menopause [19–22].

About the findings in the literature, the ageing process of the population, which physiologically involves a decline in the body, also has important aspects to focus on. At the level of the central nervous system, one of the main problems that may emerge concerns alterations in the sleep cycle. Such alterations can affect a person's well-being by representing an important risk factor for possible related adverse events. Considering these scientific premises, the present study therefore aims to measure the prevalence of sleep disturbances in older adults to be able to identify strategies that may limit the risk of adverse events.

 

Objective: The present study aims to measure the prevalence of sleep disturbance in older adults by assessing sex differences in sleep quality and sleep disturbance.

 

MATERIALS AND METHODS

Study design

A cross-sectional study based on an online survey was performed, following the STROBE (Strengthening the Reporting of Observational Studies in Epidemiology) guidelines for cross-sectional study [23] to improve the quality of reporting using a pre-validated questionnaire distributed to a sample of inpatients older adults (Supplementary file 1).

 

Study Population.

The study population was selected according to a non-probability convenience sampling model. The choice of this sampling model was chosen by the researchers for the ease of recruiting the sample in the Public University Hospital of Rome where the study was conducted. The sample was selected based on specific social and clinical conditions detectable from the medical record, which allowed us to define the inclusion and exclusion criteria set out in the following paragraphs. Specifically, all elderly patients admitted to the hospital were selected, excluding emergency rooms and emergency departments. The choice not to include patients admitted to emergency departments is given by the fact that, in these contexts, the clinical conditions of the person could make both recruitment and completion of the questionnaires difficult.

Each eligible patient was explained the purpose of the study and was presented with the informed consent for participation. Each eligible patient was explained the purpose of the study and given informed consent to participate. Once the consent to participate was obtained through the signature of all participants, the link to access the online questionnaire completion was sent by e-mail.  The online compilation of the questionnaire took place through Google Form platform. Anonymity was guaranteed through the assignment of an ID when completing the questionnaire. The study was conducted in a University Hospital in the city of Rome from October 2020 to November 2020.

 

Ethical consideration

All participants consented to the processing of data as required by EU Regulation 2016/679 [24]. To conduct the study, a formal request was submitted to the Ethics Committee, which was accepted and authorized on 04/26/2017 through the documentation identified with protocol number 343/17.

 

Inclusion criteria

Patients with the following characteristics were included in the study: absence of progressive neurological diseases (Alzheimer's, Parkinson's) or cognitive deterioration, ability and confidence with the computer and use of the Internet, presence of no more than 2 comorbidities, treated with no more than 2 drugs, age ≥ 65 years. The user's skills in the use of the smartphone were assessed at the time of the application for participation in the study through the filling out of the questionnaire itself.

 

Exclusion criteria.

Patients with no difficulties in space, time and orientation; and patients younger than 65 years of age with cognitive impairment or progressive neurological disease (Alzheimer's, Parkinson's) and with more than 2 comorbidities were excluded from this study.

 

Instruments

The Pittsburgh Sleep Quality Index (PSQI) is a retrospective scale used to assess standardised sleep quality [25]. It allows the assessment of possible sleep distribution and discriminates between "good" and "bad" sleepers. It constitutes a self-assessment of patients' sleep quality over the previous month [25].

This questionnaire consists of 19 items, grouped into 7 domains. The seven domains consist of sleep quality, sleep latency, sleep duration, sleep efficiency, sleep disturbance, sleep regulation, medication use, and diurnal dysfunctionality.

The overall score, ranged 0 to 21, is calculated by adding the scores of seven components, from 0 (no difficulty) to 3 scores (severe difficulty). Higher scores indicate worse sleep quality. Usually, a global score higher than five means relevant sleep disturbances in at least two components or moderate challenges in more than three components [25]. Poor sleep quality is defined as when the PSQI score is ≥ 5 points; good sleep quality is when the PSQI score is ≤ 5 points.

The patient fills out the questionnaire and chooses one of the four multiple-choice answers in each item that best describes his sleep over the past month.

The Italian PSQI showed an overall reliability coefficient (Cronbach's α) of 0.835, indicating a high degree of internal consistency [26], which was used in this study.

 

Statistical analysis

Statistical software IBM SPSS Statistics®, version 26 [27], was used in the statistical procedure. All data is analysed using descriptive analysis through absolute frequencies and percentages. Regarding continuous variables, authors used measures of central tendency like mean and standard deviation (SD) and median with interquartile range [Q1, Q3]. The Shapiro-Wilk test was used to test the normal distribution. According to Shapiro-Wilk, the PSQI were not normally distributed. Based on this consideration, the Mann–Whitney U-test was used. Statistical significance was set at p < 0.05 [28].

 

RESULTS

Sociodemographic characteristics of the study sample

A total of 59 older adults were included in this study. The median and interquartile ranges for the age of the study participants were 69.00 (65–91). The sample's mean age and standard deviation were 71.12 (± 6.24). Overall, 54.2% (n=32) patients were females, and 45.8% (n=27) were males.

 

Prevalence of sleep quality

Using the PSQI assessment tool, among the study participants, the prevalence of poor sleep quality was 57.6% (n=34); the prevalence of good sleep quality was 42.2% (n=25).

As shown in Table 1, participants reported a median bedtime of 11.00 pm [22:00, 24:00], a median wake time of 07.00 am [06:00, 08:00]. Most participants 64.4%, (n=38) self-reported a “fairly good” quality of sleep; only 15.3% (n=9) of participants reported a good quality of sleep.

 

 

Variable Mean ± SD
median [Q1, Q3]
Bedtime 21:45:00 ± 4:44:07
23:00:00 [22:00, 24:00]
Wake time 07:08:58 ± 01:09:05
07:00:00 [06:00, 08:00]
Total sleep time (h) 6.593 ± 1.45
7.00 [5.50, 7.00]
During the past month, how often have you had trouble sleeping because you:
a) Cannot get to sleep within 30 mins 0.93 ± 1.065
b) Wake up in the middle of the night or early in the morning 1.00 [0.00, 2.00]
1.22 ± 1.121
c) Have to get up to use the bathroom 1.00 [0.00, 2.00]
2.03 ± 1.059
d) Cannot breathe comfortably 2.00 [1.00, 3.00]
0.17 ± 0.461
e) Cough or snore loudly 0.00 [0.00, 0.00]
0.56 ± 0.876
f) Feel too cold 0.00 [0.00, 1.00]
0.41 ± 0.698
g) Feel too hot 0.00 [0.00, 1.00]
0.80 ± 0.979
h) Have bad dreams 0.00 [0.00, 2.00]
0.63 ± 0.849
i) Have pain 0.00 [0.00, 1.00]
0.93 ± 1.096
1.00 [0.00, 2.00]
PSQI total score 6.4237 ± 3.00
7.00 [4.00, 9.00]

Table 1. Pittsburgh Sleep Quality Index (PSQI) descriptive statistics on the overall sample

 

Specific questions on trouble sleeping in the last month showed 49.2% (n=29) were not having difficulties getting sleep within 30 minutes; 35.6 % (n=21) reported that they did not wake up in the middle of the night or early morning. However, during the past month, 47.5% (n=28) used to get up to use the bathroom thrice or more times a week. Most of the sample, self-reported no breathing problems (86.4%, n=51) and coughing or snoring loudly (64.4%, n=38). Most of the sample did not report difficulties in sleeping due to being too cold or too hot (41=69.5% and 31=52.5% respectively) or bad dreams (34=57.6%) or having pain (29=42.9%) during the last month. However, anxiety and concerns due to personal and familiar problems were the troubles sleeping in the previous month reported by 40.7% (n=24) of the sample.

As shown in Table 2, most participants reported good sleep efficacy (40.7% with scores ≥85%; 35.6% with scores between 75-84%), no use of sleep medication in the past month (72.9%), low levels of sleep disturbance (78.0% with a score of 1) and low levels of daytime dysfunction (78.0% with component scores of 0 or 1).

 

Variable Full sample (M ± SD)

n=59

Females (M ± SD)

n=32

Males (M ± SD)

n=27

Females vs Males

p-value

Age 71.12 ± 6.240 70.59 ± 6.04 71.74 ± 6.52 0.45
Bedtime 21:47:02 ± 4:34:54 21:58:35 ± 3:47:08 21:28:53 ± 5:43:36 0.31
Wake time 07:08:58 ± 01:09:05 06:58:07 ± 00:58:29 07:21:51 ± 01:19:04 0.27
Total sleep time (h) 6.59 ± 1.45 6.51 ± 1.52 6.685 ± 1.39 0.91
PSQI total score 6.42 ± 3.00         6.78 ± 3.25 6.00 ± 2.67 0.38
 

PSQI component scores

Sleep duration 1.08 ± 0.82 1.13 ± 0.87 1.04 ± 0.75 0.87
Sleep efficacy 0.91 ± 1.05 1.03 ± 0.99 0.77 ± 1.12 0.20
Sleep latency 0.92 ± 0.95 1.16 ± 1.08 0.63 ± 0.68 0.06
Sleep disturbances 1.21 ± 0.40 1.23 ± 0.42 1.19 ± 0.39 0.70
Sleep quality 1.08 ± 0.67 1.06 ± 0.71 1.11 ± 0.64 0.78
Sleep medication 0.54 ± 1.02 0.53 ± 1.04 0.56 ± 1.01 0.76
Daytime dysfunction 0.67 ± 0.70 0.65 ± 0.70 0.70 ± 0.72 0.78
Note. the range for the PSQI component score variables is 0 to 3. For all PSQI variables,

higher scores indicate worse sleep.

Table 2. Pittsburgh Sleep Quality Index (PSQI) and components: descriptive statistics and sex differences

 

Sex differences in sleep

Sex differences in sleep quality and PSQI component levels are shown in Table 2. Females reported going to bed 30 minutes later than males. At the same time, females reported waking up 23 minutes before than males. However, no significant differences were found between the two groups (p=0.31; p=0.27).

Using the PSQI assessment tool, among the males, the prevalence of poor sleep quality was 51.9% (n=14), and good sleep quality was 48.1% (n=13). While among females, the prevalence of poor sleep quality was 62.5% (n=20), and the majority of good sleep quality was 37.5% (n=12).

According to Shapiro-Wilk, the PSQI were distributed elsewhere. PSQI total scores in males (Median= 6.0) did not differ significantly from females (Median = 7.0), U= 489.000, z= 0.873, p=0.38. No differences were found regarding the sleep duration (U=441.500, z=0.156, p=0.87), sleep efficacy (U= 510.000, z= 1.271, p=0.20, sleep latency (U= 544.500, z=1.821, p=0.06), sleep disturbance (U= 435.500, z= 0.378, p=0.70), sleep quality (U= 417.000, z= -0.268, p=0.78), sleep medication (U=416.500, z= -0.302, p=0.76) and daytime dysfunction (U=416.000, z= 0.788, p=0.78) between males and females patients included.

 

DISCUSSION

This observational study aimed to measure sleep disorder prevalence in older adults. The secondary endpoint of this study was to assess sex differences in sleep quality and disorders. The assessment tool used to achieve this goal was the Pittsburgh Sleep Quality Index (PSQI), a self-assessment of the quality of sleep in patients in the last month [25].

In our findings, among the study participants, the prevalence of poor sleep quality was 57.6%, consistent with a previous study reporting high rates of poor sleep quality, ranging from 40% to 70%, among older adults [9]. As mentioned in the introduction, sleep problems may be caused or exacerbated by institutional settings.

According to our findings, most participants reported good sleep efficacy (40.7% with scores ≥85%; 35.6% with scores between 75-84%), no use of sleep medication in the past month (72.9%), low levels of sleep disturbance (78.0% with a score of 1) and low levels of daytime dysfunction (78.0% with component scores of 0 or 1). These results are consistent with other studies [29,30].

Some epidemiological studies have shown that women experience more stress, anxiety and depression than men [31,32]. Based on this consideration, the secondary outcome of this study was to assess sex differences in sleep quality and problems among - older - men and women.

The prevalence of poor sleep quality was high in both male and female older adults. More than 60% of female and 50% of male older adults were categorised as poor sleepers. These findings are similar to another study's result [33].

However, in our findings, sex differences were not statistically significant. These findings agree with Zhu and colleagues [30], while these results contrast with some of the previous studies, where elderly females had a higher poor sleep quality than older men [33-35]. Specifically, stress, alcohol consumption and physical exercise are the variables related to a good or poor quality of sleep, according to Quan et al. [33].

Beyond sex differences, many studies show that PSQI was significantly correlated with higher depression and anxiety [36,37]. According to that, most of our participants declared that anxiety and concerns due to personal and familiar problems were the troubles sleeping last month.

To our knowledge, this is the first study evaluating sex differences in sleep quality and problems in the Italian population context using the PSQI assessment tool.

 

Limitations

This study has several limitations - first, the sample size. Our overall study population was fit but small, which may limit the applicability of our findings, so we recommend caution in interpretation above all for the results in sex differences. For this reason, Cronbach's alpha is also inadequate (0.38), suggesting the need to increase the sample through a larger observational study. In this study, the sampling power was not calculated due to the choice of the sampling method.

All these further limits the generalisation of the results. In addition, the sleep quality measurement was based on a web self-reported evaluation without additional data such as sedentary, alcohol consumption or residence of the sample to contextualise sleep quality with conditions like traffic, lighting, or recreation nightlife activities. Finally, due to the way the authors administered the instrument (web-based survey), an accurate response rate could not be assessed.

 

CONCLUSION

Considering the scientific literature, several studies have highlighted the prevalence of sleep disorders in the elderly population and their underestimation [29,38]. Furthermore, the elderly population is often subjected to the use of multiple drugs that can lead to physiological changes that can in turn affect the quality of sleep [39-42]. A therapeutic plan with diuretics, for example, could influence the quality of sleep. In fact, nocturia seems to be prevalent in the elderly population. It can be associated with an increased risk of falls and negative outcomes for the continuity of sleep, continuously fragmented by awakenings. While frailty does not imply the existence of sleep disorders, on the contrary, these are correlated with a risk of cognitive and physical defects when they precede the onset of dementia [43]. Analysing the quality of sleep of elderly people, in relation to their socio-health condition could be very useful to identify interventions aimed at improving certain situations. Providing early intervention not only improves the quality of sleep for these people but can also reduce the risk of experiencing negative health outcomes and susceptibility to frailty.

 

Funding statement

This research did not receive any specific grant from funding agencies in the public, commercial, or not for profit sectors.

 

Conflict of interest  

The authors report no conflict of interest.

Authors’ contribution

Study design: V.R., M.D.M., N.G.; C.C.; Data collection: V.D.I., V.R., E.D.S., S.D.; Data analysis: N.G., A.D.L., G.L., N.P..; Study supervision: G.B.O.; C.N., M.D.M.; V.P.; L.T.; F.F.; P.S.L.; Manuscript writing: N.G.; V.R.; N.P.; M.M.; Critical revisions for important intellectual content: M.D.M

 

Acknowledgements

None.

 

Supplementary material

 

STROBE Statement—Checklist of items that should be included in reports of cross-sectional studies.

Item No Recommendation Page No
Title and abstract 1 (a) Indicate the study’s design with a commonly used term in the title or the abstract 1
(b) Provide in the abstract an informative and balanced summary of what was done and what was found 1
Introduction
Background/rationale 2 Explain the scientific background and rationale for the investigation being reported 1-2
Objectives 3 State specific objectives, including any prespecified hypotheses 1-2
Methods
Study design 4 Present key elements of study design early in the paper 3-4
Setting 5 Describe the setting, locations, and relevant dates, including periods of recruitment, exposure, follow-up, and data collection 3-4
Participants 6 (a) Give the eligibility criteria, and the sources and methods of selection of participants 3-4
Variables 7 Clearly define all outcomes, exposures, predictors, potential confounders, and effect modifiers. Give diagnostic criteria, if applicable 3-4
Data sources/ measurement 8*  For each variable of interest, give sources of data and details of methods of assessment (measurement). Describe comparability of assessment methods if there is more than one group 3-4
Bias 9 Describe any efforts to address potential sources of bias 3-4
Study size 10 Explain how the study size was arrived at 3-4
Quantitative variables 11 Explain how quantitative variables were handled in the analyses. If applicable, describe which groupings were chosen and why 3-4
Statistical methods 12 (a) Describe all statistical methods, including those used to control for confounding 3-4
(b) Describe any methods used to examine subgroups and interactions 3-4
(c) Explain how missing data were addressed 3-4
(d) If applicable, describe analytical methods taking account of sampling strategy -
(e) Describe any sensitivity analyses n.a.
Results
Participants 13* (a) Report numbers of individuals at each stage of study—eg numbers potentially eligible, examined for eligibility, confirmed eligible, included in the study, completing follow-up, and analysed 4-6
(b) Give reasons for non-participation at each stage 4-6
(c) Consider use of a flow diagram 4-6
Descriptive data 14* (a) Give characteristics of study participants (e.g. demographic, clinical, social) and information on exposures and potential confounders 4-6
(b) Indicate number of participants with missing data for each variable of interest 4-6
Outcome data 15* Report numbers of outcome events or summary measures 4-6
Main results 16 (a) Give unadjusted estimates and, if applicable, confounder-adjusted estimates and their precision (e.g. 95% confidence interval). Make clear which confounders were adjusted for and why they were included 4-6
(b) Report category boundaries when continuous variables were categorized n.a.
(c) If relevant, consider translating estimates of relative risk into absolute risk for a meaningful time period n.a
Other analyses 17 Report other analyses done—eg analyses of subgroups and interactions, and sensitivity analyses n.a
Discussion
Key results 18 Summarise key results with reference to study objectives 6-7
Limitations 19 Discuss limitations of the study, taking into account sources of potential bias or imprecision. Discuss both direction and magnitude of any potential bias 6-7
Interpretation 20 Give a cautious overall interpretation of results considering objectives, limitations, multiplicity of analyses, results from similar studies, and other relevant evidence 6-7
Generalisability 21 Discuss the generalisability (external validity) of the study results 6-7
Other information
Funding 22 Give the source of funding and the role of the funders for the present study and, if applicable, for the original study on which the present article is based 7

*Give information separately for exposed and unexposed groups.

Note: An Explanation and Elaboration article discusses each checklist item and gives methodological background and published examples of transparent reporting. The STROBE checklist is best used in conjunction with this article (freely available on the Web sites of PLoS Medicine at http://www.plosmedicine.org/, Annals of Internal Medicine at http://www.annals.org/, and Epidemiology at http://www.epidem.com/). Information on the STROBE Initiative is available at www.strobe-statement.org.

 

 

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