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Pan-Canadian Oncology Symptom Triage and Remote Support (COSTaRS)

www.ktcanada.ohri.ca/costars

UsingCOSTaRSpracticeguidesforcancersymptomsupport:

ATutorialforNurses

October2016

ThePan-CanadianOncologySymptomTriageandRemoteSupport(COSTaRS)projecthasreceivedfundingfromtheCanadianPartnershipAgainstCancer(2007-2011),theCanadianInstitutesofHealthResearch(2012-2014),andtheCanadianCancer

Society(2015-2017)

Pan-Canadian Oncology Symptom Triage and Remote Support (COSTaRS)

www.ktcanada.ohri.ca/costars

The2016COSTaRSworkshopwasdevelopedby:DawnStacey,RN,PhD,CON(C),OttawaHospitalResearchInstitute,UniversityofOttawaLynneJolicoeurRN,MScN,CON(C),TheOttawaHospitalBarbaraBallantyne,RN,MScN,CON(C),CHPCN(C),HealthSciencesNorth,SudburyAndraDavisRN,PhD,CollegeofNursing,WashingtonStateUniversity,VancouverMegCarley,BSc,OttawaHospitalResearchInstitute

Theoriginal2014COSTaRSworkshopwasdevelopedby:DawnStacey,RN,PhD,CON(C),OttawaHospitalResearchInstitute,UniversityofOttawaMyriamSkrutkowskiRN,MScN,CON(C),McGillUniversityHealthCentre,MontrealBarbaraBallantyne,RN,MScN,CON(C),CHPCN(C),HealthSciencesNorth,SudburyMegCarley,BSc,OttawaHospitalResearchInstituteErinKolari,BScN,CVAA,HealthSciencesNorth,SudburyTaraShawRN,CON(C),CapitalHealth,Halifax

Pan-Canadian Oncology Symptom Triage and Remote Support (COSTaRS)

www.ktcanada.ohri.ca/costars

OverallAim

ThepurposeofthistutorialistopreparenursesforusingtheCOSTaRSpracticeguidestoenhancetheirknowledgeandskillsinprovidingqualityandconsistentcancersymptomsupport

COSTaRS: pan-Canadian Oncology Symptom Triage and Remote Support

Pan-Canadian Oncology Symptom Triage and Remote Support (COSTaRS)

www.ktcanada.ohri.ca/costars

LearningObjectives1. Describeelementsofevidence-informedsymptomsupport

2. Explainhowtoassessandtriageclients‘cancersymptoms

3. Discussaclient-centredapproachtoself-caresymptomsupport

4. Useevidenceandtheory-basedpracticeguideswithclientsexperiencingcancersymptomsandwiththeirfamily

5. Documentsymptomassessment,triage,andself-caresupport

Note:Attheend,weaskforyourfeedbackonthetutorialFeedbackisnotmandatory;butifprovided,itwillbeusedtomakeimprovements

Pan-Canadian Oncology Symptom Triage and Remote Support (COSTaRS)

www.ktcanada.ohri.ca/costars

Outline

1. Background

2. COSTaRSpracticeguides

3. Tipsforusingtheminpractice

4. Caseexemplar

5. Tryitandreflectonyourexperience

Pan-Canadian Oncology Symptom Triage and Remote Support (COSTaRS)

www.ktcanada.ohri.ca/costars

Background• Adultswithcancer:

• Oftenexperiencesymptomsathome• Canbesupportedtomanagethesesymptoms• Havesymptomsthatcanprogresstobeingunsafewhenreceiving

treatment

• Nursessupportclientstomanagecancersymptomsandmanyalsoprovidetelephonesupport

• Cancersymptom-focusedclinicalpracticeguidelinesareavailablebutnotintegratedinclinicalpractice

(Macartneyetal.,2012;Staceyetal.,2007;Staceyetal.,2013)

Pan-Canadian Oncology Symptom Triage and Remote Support (COSTaRS)

www.ktcanada.ohri.ca/costars

Whatcommonsymptomsdoyoumanage…

•Inperson?(Specify)

• Onthetelephone?(Specify)

Pan-Canadian Oncology Symptom Triage and Remote Support (COSTaRS)

www.ktcanada.ohri.ca/costars

Symptoms adults on cancer treatment report to nurses.

Pan-CanadianOncologySymptomTriageandRemoteSupport(COSTaRS)

http://www.ktcanada.ohri.ca/costars/

Of100clientswithcancersymptomswhogototheemergencydepartment,abouthowmanycouldhavebeenmanagedathome?

A. None(0)B. One-quarter(~25)C. Ahalf(~50)D. About75(~75)E. All(100)

Pan-Canadian Oncology Symptom Triage and Remote Support (COSTaRS)

www.ktcanada.ohri.ca/costars

Asystematicreviewidentified12studiesthatshowed:

• Abouthalfofemergencydepartmentvisitscouldhavebeenmanagedathome

Supportingclientswithmanagingsymptomsathomeshouldleadtomoreappropriateemergencydepartmentvisits.

Pan-Canadian Oncology Symptom Triage and Remote Support (COSTaRS)

www.ktcanada.ohri.ca/costars

Nursesmanagecancersymptomsandtreatmentsideeffectsby…

– integratingandapplyingknowledge(pathophysiology,diseaseprogression,treatmentmodalities,treatmentsideeffects,complication,andsymptomproblems)

– assessing,planning,implementingandevaluatingtheoutcomesofbestpractice/evidence-basedcare(Standard3)

– engagingincriticalthinking,integratingbestpractice/evidence-basedknowledge,exercisingethicaljudgment(Standard7)

(CanadianAssociationofNursesinOncologyPracticeStandards&Competencies)

Pan-Canadian Oncology Symptom Triage and Remote Support (COSTaRS)

www.ktcanada.ohri.ca/costars

Fornursesthatprovidetele-practice/telephoneservices:

• Nursespracticeinprovince/territorywheretheyarelocatedandregistereddespitewheretheclientislocated

• Dutytoprovidecareisestablishedassoonasthenurseinteractswiththeclient

• Toreduceriskofliabilityintele-practice:– Nursesuseclinicalguidelines,standardizedprotocols,agencypolicies/procedures

– Nursesdocumentallinteractions(paper/electronic)– Nursesparticipateinorientationandcontinuingeducation– Researchisconductedtoinformandevaluatetheseservices

(CanadianNursesAssociation,2007)ProvincialColleges:Manitoba;Ontario;NovaScotia;NewfoundlandandLabrador;BritishColumbia

Pan-Canadian Oncology Symptom Triage and Remote Support (COSTaRS)

www.ktcanada.ohri.ca/costars

Outline

1. Background

2. COSTaRSpracticeguides

3. Tipsforusingtheminpractice

4. Caseexemplar

5. Tryitandreflectonyourexperience

Pan-Canadian Oncology Symptom Triage and Remote Support (COSTaRS)

www.ktcanada.ohri.ca/costars

COSTaRSPracticeGuides• Goal:toenhancethequalityand

consistencyofcancersymptommanagementbynurses

• Clinicalpracticeguides:– supportclient-centredcarebynurses– narrowtheknow-dogapby:

ü presentingbestavailableevidenceü usingaformatsensitivetohownursesthinkandwhat

nursesdoü complementsnurses’ criticalthinkingBUTdoesnot

replaceit

Pan-Canadian Oncology Symptom Triage and Remote Support (COSTaRS)

www.ktcanada.ohri.ca/costars

COSTaRS:15Symptoms

AnxietyAppetiteLossBleedingBreathlessness/dyspneaConstipationDepressionDiarrheaFatigue/tiredness

FebrileneutropeniaMouthsores/stomatitisNausea/vomitingPainPeripheralneuropathySkinreactionSleepproblems

Developed by: researchers, advanced practice nurses, nurse leaders, graduate students, library scientist, and an information systems researcher from 8 Canadian provinces.

Pan-Canadian Oncology Symptom Triage and Remote Support (COSTaRS)

www.ktcanada.ohri.ca/costars

COSTaRSPracticeGuideshave5sections

1. Assesssymptomseverity

2. Triageclientforsymptommanagementbasedonhighestseverity

3. Reviewmedicationsbeingusedforthesymptom

4. Reviewself-carestrategies

5. Summarizeanddocumenttheplanagreeduponwiththeclient

Pan-Canadian Oncology Symptom Triage and Remote Support (COSTaRS)

www.ktcanada.ohri.ca/costars

APRACTICEGUIDEINDETAIL…

Edmonton Symptom Assessment Scale: Ask client/family to rate severity on scale of 0 (none) to 10 (worst possible).

Ask client/family about their symptom to assess severity

Space to make notes

Rate severity and triage to highest level

(use nursing judgment)

Ask client/family what medications they have/use for the symptom. Encourage use as prescribed and based on patients’ goals

Engage client/family by asking what they would agree to try

Guide client/family in choosing self-care strategies

Learn about the effectiveness of medications based on the current evidence

Document agreed upon plan to empower client/family

If not confident, explore ways to support client/familyFor more information,

see guidelines

Pan-Canadian Oncology Symptom Triage and Remote Support (COSTaRS) Project

www.ktcanada.ohri.ca/costars

When should COSTaRS be used?1. When a client/family expresses concern

about a symptom (in person or by telephone)*

and/or2. When face to face assessment indicates

a symptom* score of ≥4/10

*If multiple symptoms, start with most burdensome or high risk (life-threatening) symptom based on the nurses’ assessment and judgment

Pan-Canadian Oncology Symptom Triage and Remote Support (COSTaRS)

www.ktcanada.ohri.ca/costars

Howcouldyoudocument COSTaRS use?(choose all that apply to your organization)

A. UseCOSTaRSpracticeguidesaspaper-baseddocumentationtoolsfiledonthehealthrecord

B. UseCOSTaRSpracticeguidesembeddedintotheelectronichealthrecord

C. Useadry-erasemarkertodocumentonplasticizedpracticeguidesandtransferresultswhendocumentingonusualformsandindicateCOSTaRSused

D. DocumentwhatCOSTaRSpracticeguidewasusedandsummaryoffindingsonusualformsstandardforms

Pan-Canadian Oncology Symptom Triage and Remote Support (COSTaRS)

www.ktcanada.ohri.ca/costars

Documenting

Ataminimum,documentationofsymptommanagementincludes:1.Symptomseverity(mild,moderate,severe)withfindingsfromassessmenttosupporttheseverityrating

2.Medicationsreviewedconsideringpatients’goalsforsymptomrelief3.Self-carestrategiesclientagreestotry

Pan-Canadian Oncology Symptom Triage and Remote Support (COSTaRS)

www.ktcanada.ohri.ca/costars

BackgroundonCOSTaRSpracticeguides…• Informedbyqualityratedclinicalpracticeguidelines

– Ifsomethingismissing,itislikelybecausethereisnosupportingevidencefromguidelines

• MeetsAGREEIIrigourcriteriaforguidelines by:– Makingexplicittherecommendations(Steps1to5)– Linkingtoevidence(referencesprovided)– Usingfindingsfromguidelinesidentifiedviasystematicreviews– Werereviewedbyexpertsfrom8provincesacrossCanada

• Areusableinpracticebeyondaresourceontheshelf• Useplainlanguage– Flesch-KincaidGrade6.4• Steps4&5basedonbriefmotivationalinterviewing

Pan-Canadian Oncology Symptom Triage and Remote Support (COSTaRS)

www.ktcanada.ohri.ca/costars

Outline1. Background

2. COSTaRSpracticeguides

3. Tipsforusingtheminpractice

4. Caseexemplar

5. Tryitandreflectonyourexperience

Pan-Canadian Oncology Symptom Triage and Remote Support (COSTaRS)

www.ktcanada.ohri.ca/costars

TipsforusingCOSTaRSpracticeguides• Afterprovidingyournameanddesignation,startbylisteningtothe

client/familyThefirst10-20secondssignificantlyimpactsclient’s/family’sperceptionsofnurse’sdesiretomeettheirneeds

• Asktheclientifyoucanaskthemafewspecificquestions

• Befamiliarwithpracticeguidestogowiththeflowinconversationratherthanaskquestionswordbyword

• Startwiththepracticeguideforthemostproblematicsymptom

• Engagetheclient/familybylisteningtotheirsymptomdescriptionandguidingtheminenhancingtheirself-carestrategies

• Integratemotivationalinterviewingtechniques

Pan-Canadian Oncology Symptom Triage and Remote Support (COSTaRS)

www.ktcanada.ohri.ca/costars

Outline

1. Background

2. COSTaRSpracticeguides

3. Tipsforusingtheminpractice

4. Caseexemplar

5. Tryitandreflectonyourexperience

Pan-Canadian Oncology Symptom Triage and Remote Support (COSTaRS)

www.ktcanada.ohri.ca/costars

Triaging symptom calls with and without practice guides: A case exemplar

• Tracey, 49 years old, with colon cancer metastases to liver

• Treatment: surgery with 6 months of chemotherapy• At 6 months, liver disease stable and chemotherapy

discontinued• 3 months later restarted chemo for retroperitoneal

progression• Oxaliplatin IV day 1 and oral Xeloda 2 pills per day for

2 weeks• Between day 3 and day 7, Tracey called the cancer

centre 3 times regarding nausea & vomiting (N&V)

Pan-Canadian Oncology Symptom Triage and Remote Support (COSTaRS)

www.ktcanada.ohri.ca/costars

• Call #1 – Oral chemo Day 3: Tracy called her Primary Nurse– Clerk message: “Has not taken her chemo pill

today. Medication tastes bad and stomach feels awful”. Clerk attached N&V COSTaRS guide to the written message

– Primary nurse returned call in 2.5 hours and documented:“Patient advised to take Xeloda if she can. Advised to try Stemetil first.”

– No documentation reflected use of the COSTaRS practice guide

Pan-Canadian Oncology Symptom Triage and Remote Support (COSTaRS)

www.ktcanada.ohri.ca/costars

• Call #2 – Oral chemo Day 5: Tracy called again– Clerk message: “Vomited last night. Not sure if

she should take chemo pill”. Clerk attached the N&V COSTaRS guide.

– Replacement nurse returned call within 2 hours and documented: “Took Stemetil once with effect. Not nauseated now. Drinking OK. Advised to proceed.”

– No documentation reflected used of the COSTaRS practice guide

Pan-Canadian Oncology Symptom Triage and Remote Support (COSTaRS)

www.ktcanada.ohri.ca/costars

• Call #3 – Oral chemo Day 6: Tracy called again– Clerk message: “Patient requesting primary nurse

call her ASAP. Feels terrible. Nauseated and medication is not helping. Has not taken chemotherapy.” Clerk attached N&V COSTaRS practice guide to the written message

– 2nd replacement nurse (3rd nurse in 4 days) documented her assessment, triage and interventions on the COSTaRS practice guide…

Pan-Canadian Oncology Symptom Triage and Remote Support (COSTaRS)

www.ktcanada.ohri.ca/costars

Nurse documentation revealed:– Constipation was also contributing to nausea– The nurse assessed, triaged and managed both

symptoms using COSTaRS guides– Medication review revealed:

• She was not using stemetil as prescribed and not aware metoclopramide was also for nausea and/or vomiting

• Granisetron with her IV chemo frequently causes constipation and she had Colace and Senokot for constipation but not using them

– Self-management strategies were reviewed and next steps agreed upon were clearly documented.

In summary, using COSTaRS practice guides led to improved symptom management and may have reduced the number of calls and improved communication

Pan-Canadian Oncology Symptom Triage and Remote Support (COSTaRS)

www.ktcanada.ohri.ca/costars

Outline

1. Background

2. COSTaRSpracticeguides

3. Tipsforusingtheminpractice

4. Caseexemplar

5. Tryitandreflectonyourexperience

Pan-Canadian Oncology Symptom Triage and Remote Support (COSTaRS)

www.ktcanada.ohri.ca/costars

Tryitoutwithsomeoneelse!

• Getintogroupsof2to3– 1personisintheroleoftheclient– 1personisintheroleofthenurse– 1personisintheroleoftheobserver/family

• Take5minutestoroleplaywitha‘client’reportingaspecificsymptom(simulatedclientorrealclient)

• Discussyourexperienceintherole(seenextslide)

Hintsa) Introductionb) Listenc) Assess

symptomsd) Discuss tips for

managinge) Document

Pan-Canadian Oncology Symptom Triage and Remote Support (COSTaRS)

www.ktcanada.ohri.ca/costars

Reflectingonyourexperience(s)• Whatwentwellusingthepracticeguide(s)?

• Whatwouldyoudodifferentlynexttime?

• Whatquestionsdoyouhaveafterusingthepracticeguide(s)?

Note:NursesgraduallyfeelmorecomfortablewithusingCOSTaRSafterrepeateduse

Pan-Canadian Oncology Symptom Triage and Remote Support (COSTaRS)

www.ktcanada.ohri.ca/costars

Whatdidothernursessay?•OverallfeedbackonCOSTaRSpracticeguides:

• clear,user-friendly,comprehensiveassessment• verythorough;yetconcise• offersdirectionwithoutneedingtoseekmoreinfo• excellentself-carestrategies

•ProcessofusingCOSTaRSpracticeguides:• tickboxessaveexcessivedocumentation• easytofilloutwhentalking• cleardifferencesbetweenmild/mod/severesymptoms

•Linksevidencetopractice•Applicabletonearlyeverycancer

Pan-Canadian Oncology Symptom Triage and Remote Support (COSTaRS)

www.ktcanada.ohri.ca/costars

KeyMessagesForgoodsymptommanagement:• Staypatient-centered:

• Listentotheclient• Provideguidancethatisbasedontheirpriorities unlessthereis

aclinicalconcernyouhaveidentified,requiringintervention

• Assessthesymptominathorough,stepwisefashion

• Discussevidenceinformedtipsformanagingsymptoms• Documentthesymptomsupportprovided

To make it a habit, use practice guides daily