Training the PD Patient. Judith Bernardini University of Pittsburgh

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Training the PD Patient Judith Bernardini University of Pittsburgh

Nurses as teachers: Most health professionals have little or no formal background in the principles of education The complexity of the task of teaching is often overlooked Many assume the skills will develop automatically (especially MD) Even with the best intentions, the results may be haphazard, inefficient and ineffective BCPD 2014 Vancouver 2

Goals of Home Training Prepare the patient for self management of a chronic disease well defined purpose of patient education potential for the highest benefit BCPD 2014 Vancouver 3

www.ispd.org Bernardini J. Price V, Figueiredo A. ISPD Guidelines/Recommendations. Peritoneal Dialysis Patient Training, 2006. Perit Dial Int 2006:26(5);625-632 ISPD Nurse Liaison Committee developed a video for preparing nurses to teach patients to compliment the published ISPD Guidelines Guidelines and handouts available for download May be used for individual nurses or for groups of nurses BCPD 2014 Vancouver 4

Preparing teachers www.npr.org/assets/news/2013/teacher prep National Council on Teacher Quality study (NCTQ Teacher Prep Review) * ¾ of teachers mediocre --poor preparation to teach --their students had poorer outcomes BCPD 2014 Vancouver 5

Teacher quality The Smartest Kids in the World. Amanda Ripley. Simon and Schuster 2013 Investigated 3 countries with excellent educational outcomes Finland, S Korea, Poland several years to master subject followed by 1 year teaching with a mentor better teachers are also more satisfied academic freedom to choose what to teach, not how to teach BCPD 2014 Vancouver 6

Becoming a Patient Educator Learn the principles of adult education Develop training skills Find a mentor Never be complacent about acquiring new skills and new methods of teaching -After becoming experienced, be a mentor for other nurses. BCPD 2014 Vancouver 7

What do we know about outcomes in PD patients related to their training? BCPD 2014 Vancouver 8

New Directions in Peritoneal Dialysis Training Hall G et al. NNJ 2004;31(2) Centers randomly assigned to Enhanced training, 246 patients Standard training, 374 patients Enhanced training group had lower peritonitis and exit site infection rates. BCPD 2014 Vancouver 9

Pediatric Peritoneal Dialysis Training: Characteristics and Impact on Peritonitis Rates. Holloway M. PDI 2001;21 Evaluated 76 pediatric PD training programs lowest peritonitis rates found in programs with >15 patients programs with longer training time focused on theory and technical skills BCPD 2014 Vancouver 10

Influence of Peritoneal Dialysis Nurse s Experience on Peritonitis Rates. Chow KM et al, CJASN;2:2007 Retrospective study Evaluated nurse trainer s length of PD experience with patient incidence of peritonitis Paradoxically, found that patients trained by nurses with the most experience had the highest rates of peritonitis Speculated that those who have practiced PD for many years may not be as familiar with the substantial changes in our understanding of adult learning and curriculum BCPD 2014 Vancouver 11

Longer training time is associated with decreased peritonitis rates in a large national cohort study: results from the BRAZPD II. Afigueiredo et al. 2013. ( in review) 2612 PD patients Mean training time 15 hours Significantly shorter time to 1 st peritonitis when trained <8 hours compared to >8 hours, p<0.001 Significantly lower peritonitis rates if trained >20 hours (1 q 49 mo) versus trained >20 hours (1 q 37 mo), p<0.01 BCPD 2014 Vancouver 12

Who is the learner? Patient only Patient with a partner Partner only Parent / Guardian BCPD 2014 Vancouver 13

The Science of the Learner Ballerini and Paris, KI, Nosogogy: When the learner is a patient with chronic renal failure, 2007, 70, 122-126. PEDAGOGY ANDRAGOGY NOSOGOGY The Learner dependent independent dependent aiming to independence Previous experience of little worth rich resource for learning something to modify Subjects learn what society expects learn what they choose to know learn what renal staff expects and what they need to perform BCPD 2014 Vancouver 14

Visual learners fast talkers impatient, tend to interrupt Teaching strategy demonstrations and visual materials White L, Duncan G, Bawmle W. Fundamentals of Basic Nursing. 3ª ed. São Paulo. Cengage Learning; 2012. p 7-10. BCPD 2014 Vancouver 15

Auditory learners speak slowly linear thinking Teaching strategy verbalize written steps White L, Duncan G, Bawmle W. Fundamentals of Basic Nursing. 3ª ed. São Paulo. Cengage Learning; 2012. p 7-10. BCPD 2014 Vancouver 16

Read / write learners prefer information in writing Teaching strategies: *allow to read silently first *diagrams, charts and graphs *test knowledge with multiple-choice tests. White L, Duncan G, Bawmle W. Fundamentals of Basic Nursing. 3ª ed. São Paulo. Cengage Learning; 2012. p 7-10. BCPD 2014 Vancouver 17

Obstacles to learning: Chronic illness Anxiety / cognitive barriers Sensory deficits Low literacy Negative influence of the clinic itself Complexity of learning Personal characteristics of learner Age of learner Language barriers Others?? BCPD 2014 Vancouver 18

Evaluating each patient before training- What to for: Emotional state Muscle strength Connections Clamps Lifting bags Opening boxes Visual and Auditory Acuity / depth perception Reading instructions Connections Glasses required / Hearing aide Literacy Language issues BCPD 2014 Vancouver 19

Assessing assets and barriers to learning Trainer begins to evaluate and adjust pace of training Is the learner to be totally independent? Is significant other to also be trained? Designation of responsibilities for each learner 20 BCPD 2014 Vancouver

A Teaching Plan An outline or a detailed course Teaching aids Mannequin or apron with PD catheter Blackboard, felt board or paper board BCPD 2014 Vancouver 21

What is to be learned? Specific motor skills Concepts Procedures which require both motor skills and concepts Problem solving Learning is not just memorizing facts. BCPD 2014 Vancouver 22

Where to train? the clinic the hospital home an alternate site BCPD 2014 Vancouver 23

Training Room No other activities in the room during training A room with a door for Work surface and sink privacy and quiet for hand washing Chair for patient rest IV pole Able to wash up spills scale clock BCPD 2014 Vancouver 24

How long should training last? There are no randomized trials to compare the length of training with outcomes Training should continue until the patient can safely perform all required procedures recognize a contamination and an infection and appropriate responses Must-knows All else is nice-to-know. BCPD 2014 Vancouver 25

How long do nurses train patients today? Bernardini J, Price V, Figueiredo A, Riemann A, Leung D. International survey of peritoneal dialysis training programs, Perit Dial Int 2006:26(5);658-663. ISPD Nurse Liaison Committee distributed a survey in 2005 in US, Canada, S. America, China and The Netherlands. 317 responses from PD nurses BCPD 2014 Vancouver 26

Total Hours Training for PD 70.0 p <0.001 Total number of hours trained for PD 60.0 50.0 40.0 30.0 20.0 10.0 0.0 US Hong Kong The Netherlands Canada S. Am 1 2 3 4 5 BCPD 2014 Vancouver 27

Longer training time is associated with decreased peritonitis rates in a large national cohort study: results from the BRAZPD II. Afigueiredo et al. 2013. in review. 2612 PD patients Mean training time 15 hours Significantly shorter time to 1 st peritonitis when trained <8 hours compared to >8 hours, p<0.001 Significantly lower peritonitis rates if trained >20 hours (1 q 49 mo) versus trained >20 hours (1 q 37 mo), p<0.01 Mexico, January 2014 28

How should the patient be taught? Tell the patient what they are going to learn what they must do what the trainer will do how both will know that learning has occurred TenBrink T. What learning theory and research can teach us about teaching dialysis patients. In: Workshops I, II, III. 23rd Annual Dialysis Conference; 2003; Seattle, Washington. Audio tape available at http://www. hdcn.com/symp/03adc/ BCPD 2014 Vancouver 29

Example: The nurse says You are going to learn how to make a sterile connection from the bag to your catheter. First you will learn the steps of the procedure. You will watch me as I do the steps, and then read aloud each step as I do it. When you are able to say all the steps in the right order, you will perform the steps using the apron while repeating aloud each step. You will be ready to do the connection on your own catheter when you can perform the steps without a mistake 3 times in a row. TenBrink T. What learning theory and research can teach us about teaching dialysis patients. 2003. BCPD 2014 Vancouver 30

Enhancing learning: Baer CL. Principles of patient education. In: Lancaster LE ed. ANNA Core Curriculum for Nephrology Nursing. 3 rd ed. Pitman, 1995:143-51. The patient must believe he is capable of performing the required skills Encouragement Good, you are doing that correctly Support Be careful where you place your fingers Fear This kind of mistake could cause peritonitis BCPD 2014 Vancouver 31

Rehearsing new skills: Repetition of steps Use of practice apron Practice of procedures Programs muscle movements BCPD 2014 Vancouver 32

Acquiring PD Procedural Motor Skills Tenbrink T. What Learning Theory and Research can teach us about teaching dialysis patients. 2003 Cognitive Programming the brain Practice Autonomic Recognizing errors Muscles learn to follow the brain s instructions through 3 distinct stages of learning. BCPD 2014 Vancouver 33

Learning Motor Skills TenBrink T. What learning theory and research can teach us about teaching dialysis patients. 2003 STEP 1: Patient describes or reads each step; then trainer performs them STEP 2: Patient does NOT practice procedure until able to describe each step STEP 3: Patient practices the procedure using the mannequin with PD catheter, describing each step as performed STEP 4: When able to perform Step 3 successfully, patient performs procedure using own catheter BCPD 2014 Vancouver 34

Learning Procedures TenBrink T. What learning theory and research can teach us about teaching dialysis patients. 2003 A series of motor skills If demonstrated from start to finish, the mind sees them together and stores them that way. Each part of a procedure may be taught separately but must then be reassembled in order BCPD 2014 Vancouver 35

Five Step Method for Teaching Clinical Skills JH George, FX Doto. A Simple five-step method for teaching clinic skills. Family Medicine. 33(8);2001 Step 1 Step 2 Step 3 Step 4 Step 5 Overview: why skill needed, how skill used for PD Teacher demonstrates skill, start to finish, without talking Learner reads aloud each step as teacher performs Learner describes each step Learner practices skills with supervision and feedback BCPD 2014 Vancouver 36

Checking progress: TenBrink T. What learning theory and research can teach us about teaching dialysis patients. 2003 Tell me the steps again What do you need to do next? (a positive question) What do you need to avoid doing now? (a negative question) allow some silence after asking a question, particularly if a negative question (15 seconds) BCPD 2014 Vancouver 37

Why is practice important? TenBrink T. What learning theory and research can teach us about teaching dialysis patients. 2003 Repeated practice, accomplishing correct movements, allows the brain to learn to recognize errors and give feedback. BCPD 2014 Vancouver 38

Rules of Practice TenBrink T. What learning theory and research can teach us about teaching dialysis patients. 2003 Never unsupervised until patient is able to do successfully No practice until steps accurately described Always practice with apron until skill mastered Immediate feedback from the trainer Tell what doing right Stop when mistake made (NOT LATER) Redirect learner to place where no mistakes made Guide learner through problem areas Avoid don t do this Do not teach why during motor skill learning BCPD 2014 Vancouver 39

Tips from the pros Baer CL. Principles of patient education. ANNA Core Curriculum for Nephrology Nursing. 1995 Most people learn 1/3 of what is taught Combining visual and audio messages increases learning No more than 3-4 key messages / hour ---sessions 30 minutes---breaks every 2 hours. Try not to get ahead of the learner by telling them what to do. Most personal learning experiences are NOT helpful Education is not just repeating directions Patient motivation does not directly increase learning BCPD 2014 Vancouver 40

Practice Cepeda NJ et al. Distributed Practice in Verbal Recall Tasks. Psyc Bull 132(3);354-380 Spaced practice required for proper acquisition and retention For both concept and task learning Simple tasks: learning interval 1 minute Complex tasks: increased learning intervals (optimal rest period unknown) Supervision One word cues (good, right, etc) with regular feedback Testing to enhance learning: symptom leads to what action? Action leads to what reaction? 41 BCPD 2014 Vancouver

The Practice Effect Donovan JJ, Radosevich DJ. A meta-analytic review of the distribution of practice effect: now you see it, now you don t. J App Psyc 84(5):795-805;1999 Learning tasks Continuous practice without rest versus Spaced practice with rest intervals **superior acquisition and retention with spaced practice** 42 BCPD 2014 Vancouver

Notes from education specialists Repetition of tasks (practice) causes the brain to learn both the cognitive and physical steps of procedures. Memory is in a labile state following early exposure to new information and is enhanced by returning to the learning context and cues for correct performance Retraining plays an important role in reducing mistakes. Psychological mechanism called false memory illustrated by the patient who performs an exchange in front of the nurse but is not aware of mistakes being made and says this is the way they were taught. Arndt J. From compliance and false memory. J Exp Psyc 2010:36;66-69. Concise Learning and Memory: the Editors Selection. John H Byme, Academic Press of Elsevier, San Diego CA, 2009, Chapter 6 by S. Quadri. 43 BCPD 2014 Vancouver

A Study about teaching the patient APD 40 volunteers learning APD on a new cycler Computer guided with standardized script for nurse-trainer animations, voiceover and subtitles to enhance comprehension Learner can play, pause, stop, and repeat plus control volume of device. Developed to facilitate learning under guidance of qualified nursetrainer. All able to meet objectives of learning to perform an APD treatment within 4-8 hours of training. Participants with limited education, technical or computer experience no less able to meet study objectives than those with higher education and more advanced technical and computer skills. Evaluation of a Computer Guided Curriculum Using Animation, Visual Images and Voice Guidance to Train Patients for Peritoneal Dialysis. J. Bernardini, D.J. Davis; Perit Dial Int. 2013 44 BCPD 2014 Vancouver

Teaching about peritonitis: TenBrink, T. What learning theory and research can teach us about teaching dialysis patients. 2003 Teacher describes a symptom: ask patient to guess if it might be peritonitis Use pairs One very likely, one very unlikely Move on to another pair not so easily differentiated BCPD 2014 Vancouver 45

Use of Pairs Clear Very cloudy Clear Slightly cloudy BCPD 2014 Vancouver 46

Pairs with use of print: Clear vs very cloudy Clear vs slightly cloudy BCPD 2014 Vancouver 47

Use of pairs: Clear vs slight hemoperitoneum BCPD 2014 Vancouver 48

Problem Solving Define problem List solutions----have patient pick one Evaluate results Try another solution if needed Encourage to seek advise from others BCPD 2014 Vancouver 49

Example of problem solving: Nurse: You wake up one day with a pain in your hip. Should you-- call the dialysis nurse? call an ambulance? see if it still hurts after moving around? Nurse: What do you think might be the problem? Peritonitis Not enough dialysis Stiffness from lying in bed BCPD 2014 Vancouver 50

Example of problem solving: Nurse: You notice that the fluid is not clear when you check it before going on the cycler one night. What should you do? Wait until morning to see if you feel sick? Check the next day to see if it is still not clear? Call the dialysis nurse right away? Nurse: What do you think might be the problem? You have the flu You have peritonitis There is nothing wrong BCPD 2014 Vancouver 51

Re-Training Russo R, Manili L, Tiraboschi G, Amar K, De Luca M, Alberghini E, Ghiringhelli P, DeVecchi A, Porri MT, Marinangeli G, Rocca R, Paris V, Ballerini L. Dialysis: why and when it is needed. Kidney Int Suppl. 2006 Nov;(103):S127-32. Analysis of compliance to identify need for retraining 2 phase study: Patient Questionnaire (353 patients) Home visit / score card Re-training needs greater for patients <55 years old lower education <18 months on PD >36 months on PD This is the ONLY study of re-training. 52 BCPD 2014 Vancouver

Impact of the bag exchange procedure on risk of peritonitis. Dong J, Chen Y, PDI 2010;30:440-7. study of compliance with the exchange procedure 6 months after start of PD majority taking shortcuts or simply veering off prescribed steps they were so carefully taught at the start of PD 1/2 patients did not wash hands according to procedure nearly half did not check bag for leaks 1 in 10 forgot to wear their mask. associated with subsequent peritonitis risk 53 BCPD 2014 Vancouver

When should the patient be retrained? Opinion-based Once a year at a minimum Mini-retraining opportunities At each clinic visit Before the average interval between peritonitis episodes at your clinic For example, current peritonitis rate is 1 episode every 24 months, then retrain at 12 months After any poor outcome event: peritonitis exit site or tunnel infection hospital admission contamination BCPD 2014 Vancouver 54

Re-training Repetition causes the brain to learn both the cognitive and physical steps of procedures Learning specialists say that re-training plays important role in reducing mistakes Memory in labile state following early exposure to new information enhanced by returning to the learning context and cues for correct performance 55 BCPD 2014 Vancouver

Reinforcement: reducing risks Use clinic visit to your advantage Hand hygiene review Review signs of peritonitis and appropriate responses Quick Quizes --what if.? Nurses: do-as-you-teach the patient to do All staff must be consistent with all protocols of care Always wash hands according to center protocol Always make connections as you taught patient to do Follow all steps BCPD 2014 Vancouver 56

Evaluating your training program: Track patient outcomes Infection rates peritonitis, ESI, TI Hospitalization rates Deaths Transfers off home therapy Periodic reassessments of patient technique and problem solving 57 BCPD 2014 Vancouver

Tell me, and I will forget. Show me, and I may remember. Involve me, and I will understand. Confucius, circa 450 BC BCPD 2014 Vancouver 58