New Strategic ImperativesOrganizational Challenges You have done the proposal for this project. Now, we need to do the outline also. I am attaching the journal that you need to consider as the first reference for
the work.
New Strategic Imperatives Organizational Challenges
I will attach also the project proposal with the list of references that you have chosen before. I am attaching also a sample for the project
outline that might be helpful as well. Following the instructions from the instructor also:
This week you will continue work on your Final Project. Your submission this week will be an annotated outline of the research you will be doing on your chosen organization. Be sure to address the 8 challenges listed as? Organizational challenges due to the new strategic imperatives? Nadler (1999, pp 45-60) within the format of the annotated outline. Remember to list your references again.
For an example of an outline format, you may wish to review the following link, which provides one example of how to outline your paper:
http://www.esc.edu/esconline/across_esc/WritingResources.nsf/frames/The+Outline?OpenDocument
Keep in mind that you are discussing the organisation and how it could be restructured for greater competitiveness. The outline should be 750 to 1000 words.
Before beginning a draft of a paper, a writer should consider it good practice to develop a working outline. As a part of the writing process, it is an
initial means of organizing one’s thoughts by providing a “map”; so to speak, to help navigate the early stages of composition. It is important to
realize, though, that the outline is not a contract written in stone; it is merely a tool to help one get started with the daunting prospect of writing a
college paper. In the later stages of the writing process, one may deviate greatly from what the outline initially detailed. This does not mean that the
outline was a waste of time. On the contrary, it is what propelled the writer onward. This page will focus on how an outline addresses the following three basic parts of an essay:
? The introduction (including the topic/problem and subsequent topic sentence);
? The body (including several major issues); and
? the conclusion (including a brief review of major issues and a solution or final opinion).
Assessment Video Interview Analysis Order Instructions: Hi guys,
I am in Australia so could you please make sure you use Australian Harvard system. I will attach a copy to this form.
Also, the interview that I did is not that great so please don’t judge me.
when you analyze the video and do answer these below question about it try and say some nice things in there.
Assessment #3 – Video Analysis
The purpose of this assessment piece is to critically reflect on your Videoed Interview.
Assessment Video Interview Analysis
You will need to transcribe your Videoed Interview (write up “word for word” what you and the interviewee said) before you can analyze it. There is a process recording template, available under the ‘Assessment’ tab on the course site, that you can use to transcribe and begin analyzing the Videoed Interview. Please do not submit your process recording. (you don’t have to do this step but if you wanted to you can to help you analysis the video better).
Respond to the following questions and support your analysis with the academic literature on interviewing.
Please use these questions as sub-headings and include an introduction and conclusion.
1) Critically analyze your use of attending skills in the interview
2) Critically analyze your use of influencing responses in the interview
3) Critically analyze your use of listening responses in the interview
4) Critically analyze how you directed the interview and moved through the stages of an interview, including 1) empathic relationship, 2) story and strengths, 3) goals, 4) restore and 5) action
5) Critically analyze how you built a collaborative partnership with the interviewee
Your analysis must be supported by at least five academic references and adhere to Harvard referencing conventions. Use examples from the interview to support your arguments, i.e. “At 5 minutes, 15 seconds into the interview I said ‘…'” or “In the early stages of the interview I spoke very quickly which showed that…” It is acceptable to write in the first person and use personal pronouns such as “I” or “my” in this assessment piece.
Please see the Marking Guide for more information.
The word limit is 1800 words. 10 percent variance is allowed.
Any questions don’t hesitate to ask.
Assessment Video Interview Analysis Sample Answer
VIDEO ANALYSIS
Introduction
It is essential to carry out a video analysis since it helps in detecting and determination of the specific events of interests in a particular video. It entails exploring the content and analysis of the footage based on the required information of interest. Video analysis is widely used in acquiring crucial information in a given interview. Through the video analysis, crucial and essential information is obtained where deeper concepts are explored such as the tone of the interview and the mood of the environment in which the interview took place (Babu et al, 2014, p.g 1051). Other crucial aspects reflected upon during a video analysis paper include the attending skills in a given conversation, the relationship between the interviewee and the interviewer and also the listening and response aspect. The video analysis of an interview also offers a vital opportunity to detect the areas of improvement regarding interviewing skills with the objective of perfecting and shaping the important skills required. In this paper, a video analysis would be conducted with the aim of reflecting on the events that took place during the interview that I conducted.
Assessment Video Interview Analysis and Critically analyze your use of attending skills in the interview
It is essential to consider the attending skills applied in an interview since they influence the outcome of an interview as either a success or failure. The attending skills and behavior used in a given interview is highly influential since it encourages the client to talk and freely give their opinion in response to the questions posed during the interview session. In this case, the attending skills are identified as a key communication factor while conducting an interview. During the interview with the (interviewee), I was able to use various attending skills. Maintenance of the eye contact is one way I was able to use the attending skills during the interview. I was able to maintain the eye contact with the interviewee mainly while asking the questions and extracting the information more than when I was listening to the responses offered by the respondent. The body language matters while conducting an interview which made it necessary for me to move my arms regularly or move my body while in a sitting position which might show some interest in communicating to the interviewee thus encouraging them to respond. Nodding the head up and down while listening to the interviewee as an indicator that her sentiments and responses are clearly heard and understood is an attending skill applied during the interviewee. I ensured the vocal qualities during the interview where I was able to use the soft tone in a while asking the questions which were essential in influencing the way the interviewee responds to the questions positively (De Vito,2015,p.g 52). The use of a positive facial expression throughout the interview accompanied by the use of the open gestures were also essential attending skills applied in the interview which was essential in acquiring much-needed information from the encouraged interviewee.
Assessment Video Interview Analysis and Critically analyze your use of influencing responses in the interview
The use of the influencing responses must be considered while conducting an interview. The use of the influencing power in an interview is essential since it makes it possible to impact the behavioral and attitudinal change in the interviewee with the aim of enhancing their trustworthiness, interpersonal attractiveness as well as readily responding to the questions that asked about them. In this interview, I was able to use my influence on the responses in different ways. The influencing responses are crucial in ensuring that the respondent gains more insight about how to handle day to day life challenges in the most efficient manner based on the information provided during the interview. There were various influencing responses applied during the interview. The major influence response method that I applied was the use of the questions. I was able to use the open-ended questions for instance during the start of the interview where I was able to ask the question, “ Which topic would like to talk about today?” which was essential beginning the interview as well as encouraging the interviewee to offer their preferred topic freely. The questions are useful in obtaining information from the respondent. The open-ended questions were also applied to explore information about the challenges experienced by the interviewee e.g. At 4 minutes 17 seconds I was able to ask the interviewee about how she manages to take care of the kids while also manage the school time effectively. The questions helped in exploring the time management challenges experienced. Self-disclosure is another crucial aspect of influencing response that was applied. Closed question to cut the long conversation short was also used at 2 minutes 43 seconds into the interview e.g. “do you work full time or not?”
The method of influencing responses is essential in building trust, safety, and rapport with the interviewee (Johns & Gorrick, 2013.p.g 29). The soft-spoken and the use of the right verbal behavior was useful in ensuring the interviewee conveyed genuineness throughout the interview. At 8 minutes 30 seconds into the interview, I was able to offer the interviewee essential encouragement by adding to the information and crediting her actions which are important in influencing her later responses during the interview. Immediacy is also another criteria used to control the response of the interviewee during the interview. It was possible through the provision of feedback as the interaction process was ongoing. I was able to open a discussion about the unexpressed issue regarding the difficulty of dropping subjects which were essential in self-disclosure of the interviewee.
Assessment Video Interview Analysis and Critically analyze your use of listening responses in the interview
It is also important to consider the listening responses skills in a given interview since they also matter a lot when analyzing whether the interview was successful or not. The use of the listening responses is essential in eliciting a full sense of the interviewee’s feelings and thoughts. Through the listening responses, I was able to understand her personal meaning. Through the listening responses applied during the interviewee, I was able to acquire more information and also improve my understanding of the view of points as relayed by the informant. The active listening skills were used during the interview where I was able to maintain a body language, eye contact and facial expression that indicate attentiveness to the responses given by the interviewee. I was able to use vocalizations such as “yes” encouraging the interviewee to continue e.g. at 6 minutes 8 seconds into the interview. I was able to apply the reflective response skill during the interview e.g. when I clarified on the answer given by the client 7 minutes and 2 seconds into the interview by restating what she said to check for accuracy of my listening skill. Supporting the arguments and the response provided by the interviewee was essential in reducing anxiety and inspiring the interviewee in a positive way. The interpretive skills were essential while acquiring deeper information about the time management problem affecting the interview as well as exploring on her possible solutions to the challenges was a useful listening process used in the discussion (Ivey et al, 2016, p.g 69).
Critically analyze how you directed the interview and moved through the stages of an interview.
It is important to direct the conversation in a clear and proper manner which contributes to the effectiveness of the interview in a positive manner. There are various stages that are followed while moving the interview through different stages. The empathetic stage is the initial step in the interview. I was able to initiate the session by introducing myself and also explaining the need for conducting the interview which was crucial in welcoming the interviewee into the conversation. Through requesting the interviewee to suggest the subject of the topic as well as talking about her work and studies created the rapport between us which was also vital in building the required empathetic relationships (Cormier et al, 2013.p.g 47). The use of the attending skills during the interview is vital in the creation of the good empathetic relationship. Story and strengths were the next stages in the discussion that took place after the empathetic relationship was created. 1 minute and 58 seconds into the interview I was able to acquire about the work and study life of the client. I was also able to ask the question about her kids 4 minutes and 15 seconds into the interview. The client gave information about her closest friends who she enjoys spending time together. The story about the studies of the client was also a subject of interest during this stage. At 4 minutes 35 seconds the interviewee was able to share her thoughts and feelings about how she tries to manage studies and work at the same time caring for her kids. During this stage, I was able to ask the interviewee if she was scared 5 minutes 09 seconds into the interview, which helped in drawing her concerns and the problems faced. Struggling with social life was a major problem identified to affect the interviewee.
I was able to ask the interviewee about the goals she would prefer to set in her life which took place after exploring the problems and challenges. The main goal was to improve on her social skills and managing her social life. Cutting down work hours is an alternative to help solve the problems of the interviewee. In the story stage 7 minutes and 19 seconds into the interview, I was able to inquire from the client on what has worked for her before that has helped in solving her issues. In the story stage, the interviewee gave alternatives which include cutting another subject and also spend more time with friends or family when not at work. The clear and deeper information about the feelings of the interviewee were acquired. The action stage was also essential during the interviewee where I was able to recommend some of the best actions to help solve the problems as per her objectives (De vito, 2015, p.g 82). Cutting down on too much work and study were essential actions agreed upon during the interview to help address the challenges faced by the interviewee.
Critically analyze how you built a collaborative partnership with the interviewee
Having a good collaborative relationship is important in ensuring the interviewee goes on smoothly resulting in positive outcomes. The collaborative relationship with the informant was maintained in several ways such as agreeing with the sentiments of the interviewee which shows support and indicates we are moving on the common ground. There was also the collaboration in setting up the goals that would be most effective in addressing the time management problems facing the interviewee. I was able to agree with the interviewee on cutting down her working hours and checking on her social life which indicates a good collaborative relationship.
Assessment Video Interview Analysis Conclusion
In a nutshell, the interview conducted was essential in shaping my interview skills as well as enhancing my capability to ensure that the best outcomes were received out of the conversation with my respondent. The interviewee was also able to gain from the interview based on the goals agreed upon. In this case, the interview was smooth due to the good relationship between the interviewee and me.
Assessment Video Interview Analysis Reference List
Babu, R., Tom, M. and Wadekar, P. (2014). A survey on compressed domain video analysis techniques. Multimedia Tools and Applications, 75(2), pp.1043-1078.
Cormier, S, Nurius, PS & Osborn, CJ 2013, Interviewing and change strategies for helpers: Fundamental skills and cognitive behavioral interventions, Brooks Cole, Belmont, California.
DeVito, J 2015, Human communication: The basic course, 13th ed, Pearson, Boston.
Ivey, A, Bradford Ivey, M & ZalaqueP, C, 2016, Essentials of intentional interviewing: Counseling in amulticultural world, 3rd ed, Cengage, USA.
Jensenius, A. (2013). Some Video Abstraction Techniques for Displaying Body Movement in Analysis and Performance. Leonardo, 46(1), pp.53-60.
Johns, R, & Gorrick, J 2016, ‘EXPLORING THE BEHAVIOURAL OPTIONS OF EXIT AND VOICE IN THE EXIT INTERVIEW PROCESS’, International Journal of Employment Studies, vol. 24, no. 1, pp. 25-41.
Project Report on Nurses Role in Pain Management 9 APA references in total no older than 5 years, only and only journal articles and Australian is must.no websites accepted. Files are attached below, which must be followed. One example is also attached below.
Project Report on Nurses Role in Pain Management
Topic question- discuss the roles of post-operative nurses in managing pain effectively in post-operative care unit (PACU).
SAMPLE ANSWER
Project Report on Nurses Role in Pain Management
Project Report on Nurses Role in Pain Management Introduction
Pain after surgery is distressing to patients and it is an issue of concern for nurses working in PACU. Ineffective pain management during the immediate postoperative period can prolong patients stay in the PACU especially if the necessary measures are not implemented.. Nurses in PACU have a responsibility to continuously assess and give proper pain treatment to the patient (Tedore, 2015). During my placement, I noted that nurses play an important role in management of pain during the postoperative period. Therefore they should be equipped with the proper skills and knowledge to be able to provide the best pain management. Furthermore, I realized that, despite the availability of guidelines and variety of tools for pain management, post-operative management of pain is still a challenge (Abrahamson, Fox & Doebbeling, 2012).
Moreover, increased knowledge on pharmacological and non-pharmacological pain management results in better patient outcomes. Also, these nurses should be given ample time to be able to follow the pain management guidelines to ensure proper pain management. My report aims at analyzing from the relevant peer reviewed articles on nurses’ role in management of post-operative pain and nursing issues relating to management of pain during postoperative period putting my experience in the unit into consideration.
Project Report on Nurses Role in Pain Management Literature Review
Tedore, 2015 conducted a research and found out that proper management of post-operative pain benefits patients in a number of ways. Mostly it contributes to better patient comfort which is key, less cardiac complications and reduced risk of development of deep vein thrombosis and finally the patient recovers within a short period of time.
According to Wilding, Manias & McCoy, 2012 research article, it explained that that improper management of pain is majorly contributed by nurses. The factors that contribute to this include poor assessment of pain, reduced knowledge and skills on pain management, fear of side effects associated with pain management, (Wilding et al. 2012).The research conducted by (Wilding et al., 2002) explored the contributing factors to increased pain during discharge of patients from PACU.
Use of pharmacological and non-pharmacologic therapies in pain management is highlighted in an article by Joshi, Schug & Kehlet , 2014.The article outlined that morphine was mainstay for pain management in PACU. It further suggests the use of the WHO recommended ladder, starting from mild non opioids including acetaminophen and NSAIDs to strong opioids such as morphine which can be used according to severity of the pain score. None the less, use of ice packs, distraction by use of music and positioning are some of the non-pharmacological therapies. A study was done in PACU and the findings were that use of non- pharmacological therapies together with analgesics yielded better outcomes in pain management(Joshi, Schug & Kehlet, 2014). However, the outcomes varied depending on the type of surgery performed .
According to Ramnytz, Wells & Fleming 2015, the PACU nurse has a role in assessing the associated side effects of the pharmacological agent administered. Relieving pain is the major goal of postoperative pain management and ensuring that minimal side effects results. Opioids are the mainstay of pain therapy. However they are associated with unwanted effects such as respiratory depression, hypotension and reduced bowel movement (Ramnytz et al., 2015). In PACU, a pulse oximetry is the best tool that can be used to monitor respiratory depression during administration of opioids. However, the best method of monitoring respiratory depression is through observation of the respiratory pattern and the patient’s level of consciousness.
Methodology
During my placement in the Post Anesthetic Care Unit, I interacted and engaged the nurses in discussions pertaining their role in pain management with observations being the key technique.
Project Report on Nurses Role in Pain Management Discussions
Postoperative nurses have a responsibility in assessment of pain. They should assess paints level of pain using the most effective tool to have the best outcomes. The 10 pain assessment scale is most preferred tool. However, it is important to incorporate both the subjective and objective information to be in a position to determine the most appropriate therapy for pain. There should be continued documentation of the progress of the patient so as to determine the effectiveness of the therapy and there will be any alteration. The nurse should as well note the source and severity. In the event there is no relationship between the site and severity of pain, it will warrant investigations to determine if there is any related pathology.
Cultural background as well as anxiety is some of the patient factors determine the management of pain therefore the nurse has a responsibility of assessing them and determine if they have an effect on the patient perception. Therefore, these nurses have a role in establishing these factors.
Reflecting my placement in PACU, I appreciated that the hospital has a protocol for management of pain after surgery. For moderate pain, no opioids drugs were used while for severe pain, strong opioids were utilized. I also appreciated use of non-pharmacological therapies in pain management. Use of both pharmacological and non-pharmacological therapies increases efficiency (Ramnytz, Wells & Fleming ,2015). Non pharmacological therapies that were utilized included ice packs, music therapy and in deed they were found to be effective.
Literature suggests use of different pharmacological agent in management of pain. Similarly, during my placement, I identified those agents being utilized. For severe pain , opioids were being used while for moderate and mild pain, agents such as tramadol, diclofenac as well as acetaminophen were used. Nurses were very vigilant and it encouraged me when they assessed the patients often after administration of these agents as the doses were given continuously until the level of pain subsided. According to WHO, recommends the use of a ladder for drug management, during my clinical placement, it was however not applied. Mariano, Miller & Salinas (2013), advocated for use of weak opioids, and NSAIDs in management of moderate pain. However, this was not practiced during my placement.
It is the nurse’s integral duty to assess the side effects of the analgesic agents. Knowledge on mode of action ,drug interaction as well as unwanted side effects so that they can be in a position to observe any side effect of the agent s and act accordingly. Likewise, I noticed that the nurses were aware of the associated side effects of the analgesic agent and they acted appropriately whenever they noticed any deviation from normal. After administration of morphine, the PACU nurses were keen to observe the respiratory pattern of patients to identify if there was any respiratory depression associated with the use of morphine.
Project Report on Nurses Role in Pain Management Conclusion
My experience in management of postoperative patients in PACU enlightened me on the role of nurses in management of postoperative pain. I realized that continued provision of PACU nurses with the relevant skills and knowledge will go a long way in better management of pain after .The information I found was relevant for them included variety of pain management tools, factors influencing pain management, different therapies of pain management as well as the side effects associated with pharmacological managements. Finally I would recommend the utilization of the WHO ladder for pain management.
Project Report on Nurses Role in Pain Management References
Joshi, G., Schug, S., & Kehlet, H. (2014). Procedure-specific pain management and outcome strategies. Best practice & research. Clinical Anaesthesiology, 28(2), 191-201.
Kobelt, P., Burke, K., & Renker, P. (2014). Evaluation of a standardized sedation assessment for opioid administration in the post anesthesia care unit. Pain Management Nursing, 15(3), 672-681.
Mariano, E., Miller, B., & Salinas, F. (2013). The expanding role of multimodal analgesia in acute perioperative pain management. Advances in Anesthesia, 31(1), 119-136.
Marshak, C., Bertignoli, T., Mulackal, E., Reyes, E., Duran, M., & Rojo, L. et al. (2014). Excellence in PACU pain management: How is our PACU team terforming? Journal of Perianesthesia Nursing, 29(5), e17.
McLean, G., Martin, D., Cousley, A., & Hoy, L. (2013). Advocacy in pain management: The role of the anaesthetic nurse specialist. British Journal of Anaesthetic and Recovery Nursing, 14(3-4), 43-48.
Ramnytz, L., Wells, V., & Fleming, E. (2015). An Exploration of the post-anesthesia care unit (PACU) nurses’ knowledge level of sedation scoring and pain management options. Journal of Perianesthesia Nursing, 30(4), e44.
Tedore, T., Weinberg, R., Witkin, L., Giambrone, G. P., Faggiani, S. L., & Fleischut, P. M. (2015). Acute Pain Management/Regional Anesthesia. Anesthesiology clinics, 33(4), 739-751.
Wilding, J., Manias, E., & McCoy, D. (2012). Pain assessment and management in patients after abdominal surgery from PACU to the postoperative unit. Journal of Perianesthesia Nursing, 24(4), 233-240.
Quality Assurance Program Case Management Order Instructions: Case Management module 3
Assignment Expectations
Please view this short video before starting this assignment:
Quality Assurance Program Case Management
What is Case Management?
Case management programs are usually considered to be an element of the Quality Assurance Program. However, some health care professionals believe that they may be more interested in managing costs rather than the quality of care. Considering this issue please respond to the following questions in a 4- to 6-page paper:
1. Do you believe that case management programs are more concerned with reducing costs or improving the quality of care? Please justify your position.
2. Generally, discuss the limitations of a typical case management program and their strengths.
3. Do you believe that case management programs will become a medical program necessity in the future? Justify your position.
4. In your opinion, how important are “gatekeepers” to the case management process?
Quality Assurance Program Case Management References
Collins, D., Jarrah, Z., Gilmartin, C., & Saya, U. (2014). The costs of integrated community case management (iCCM) programs: A multi-country analysis. Journal of Global Health.
Curtis, J. L., Millman, E. J., Struening, E. L., & D’Ercole, A. (2014). Does outreach case management improve patients’ quality of life?. Psychiatric services.
Hendricks, V., Schmidt, S., Vogt, A., Gysan, D., Latz, V., Schwang, I., Riedel, R. (2014). Case Management Program for Patients With Chronic Heart Failure: Effectiveness in Terms of Mortality, Hospital Admissions, and Costs. Deutsches Ärzteblatt International, 111(15), 264–270. http://doi.org.ezproxy.trident.edu:2048/10.3238/arztebl.2014.0264
More, K., Moreo, N., Urbano, F. L., Weeks, M., & Greene, L. (2014). Are We Prepared for Affordable Care Act Provisions of Care Coordination? Case Managers’ Self-Assessments and Views on Physicians’ Roles. Professional Case Management. 19(1), 18-26.
Mullahy, C. M. (2014). The Case Manager’s Handbook, (5thed). Burlington, MA: Jones & Bartlett Learning. Retrieved from: http://books.google.com/books?hl=en&lr=&id=iUPyAAAAQBAJ&oi=fnd&pg=PA12&dq=concurrent+utilization+review+programs+in+nursing+homes&ots=iorEmkFyuh&sig=4YnmC-9Hh6jCoi0rK2dH58NhoIM#v=onepage&q&f=false
Phillips, R. L., Han, M., Petterson, S. M., Makaroff, L. A., & Liaw, W. R. (2014). Cost, Utilization, and Quality of Care: An Evaluation of Illinois’ Medicaid Primary Care Case Management Program. Annals of Family Medicine, 12(5), 408–417. http://doi.org.ezproxy.trident.edu:2048/10.1370/afm.1690
Talisman, N., Kaltman, S., Davis, K., Sidel, S., Akil, M., & Alter, C. (2015). Case Management: A New Approach. Psychiatric Annals, 45(3), 134.
Young, M., Sharkey, A., Aboubaker, S., Kasungami, D., Swedberg, E., & Ross, K. (2014). The way forward for integrated community case management programmes: A summary of lessons learned to date and future priorities. Journal of Global Health, 4(2), 020303. http://doi.org.ezproxy.trident.edu:2048/10.7189/jogh.04.020303
Quality Assurance Program Case Management Websites
The question of the Week: TJC Requirements for Utilization Review Plan at http://blog.mcnhealthcare.com/2011/01/20/gq411/
Module Overview
Introduction
Case management, which is sometimes referred to as care management, is frequently used for patients that have complex problems and require numerous services over an extended period of time. Case management programs are sometimes called Rare and Expensive Case Management programs by some healthcare organizations.
Regardless of the type of case management program, they all have a similar purpose to coordinate the care and treatment for patients with serious and life-threatening conditions over an extended period of time. An example of an illness which requires both medical and social services are Acquired Immune Deficiency Syndrome (AIDS), spinal cord injury, and paraplegics.
Case managers are usually not involved with the patient and their treating physician where primary care needs are limited. However, when a patient requires long-term care, specially trained case managers may be able to more efficiently coordinate and monitor the delivery of health care services. In this role, the case manager can have a positive impact on the quality of services provided to the patient.
Case managers always consult with primary and secondary care providers to determine what care is required and they arrange for patients to receive the agreed-upon care in the most appropriate and cost-effective setting.
Actually, case managers are often thought of as gatekeepers because of their role in controlling utilization of health care services. In the role of a gatekeeper, the case manager coordinates hospital admissions, surgical consultation, specialist consultation, diagnostic testing, and social services. They also make secondary care referrals and are usually involves a primary care delivery consultations.
Case management has evolved over the years as a specialty position in many health care organizations. For instance, case managers can specialize in home health care, rehabilitation, long-term care, mental health, hospitalization inpatient surgery, outpatient surgery, and even surgical evaluation.
Other areas of case management where specialized skills are required are in the area of Disease State Management, transplant facilities, and high-risk pregnancies.
Case management has become an important element for providing quality care and certainly should be part of every quality assurance program.
Quality Assurance Program Case Management Sample Answer
Do you believe that case management programs are more concerned with reducing costs or improving the quality of care? Please justify your position.
Case management programs are designed so as to improve healthcare quality and to reduce the cost of care. Case management is a key element in Quality Assurance program and often used in patients diagnosed with chronic and complex health complications that need numerous healthcare services for a long period of time (Curtis, Millman, Struening, & D’Ercole, 2014).
Case management ensures that the cost of care and quality of care that were previously on the opposite side of the health care delivery spectrum are integrated into one system. Case management is used as a cost containment strategy, and further grounds the managed care by focusing on individual care needs to a patient. It has been argued that a case management program is more concerned with managing costs of care than quality. There is mixed evidence on this matter, but case management programs to improve service utilization by reducing the length of stay, admissions, and cost of care. In this context, it is correct to argue that the case management program is effective in ensuring the quality of care as it coordinates professionals, integrates evidence-based practice during care delivery and evaluates the outcome of the care process. Consequently, there is renewed interest in utility and effectiveness of such care systems (Collins, Jarrah, Gilmartin, & Saya, 2014).
Case management ensures the delivery of quality care by demanding accountability from healthcare team members assigned to patients. The program also provides clear directives about the role of each team member in order to ensure that the patients receive right and appropriate managerial competencies. The accurate findings of case management programs ensure that gaps and challenges are addressed using effective interventions and that patients being cared managed receive optimum care, thereby improving both the quality and cost of care (Hendricks et al., 2014)
Generally, discuss the limitations of a typical case management program and their strengths.
In the current healthcare industry, the healthcare providers are under pressure to deliver quality care and to reduce the cost of care by eliminating unnecessary costs. This requires improved coordination between the healthcare providers, which is successfully achieved by using case management programs. However, there are some limitations that face case management across healthcare continuum (Philips et al., 2014).
The strengths of the case management program are that it ensures that each patient receives evidence-based care as the patients have designated case manager who has expertise regarding the specific patient’s care needs and delivery system. With their broad knowledge base of care services available, case managers learn on exact approaches to assist patients in accessing the care services. However, this pro can be a con, especially if the case managers have inadequate knowledge regarding specialized services beyond the area if their expertise (Collins, Jarrah, Gilmartin, & Saya, 2014).
In addition, there is no standards protocol or universal case manager training on core competencies necessary for case managers. In some cases, case management managers face complex and increased legal issues. They have to ensure that patient privacy and confidentiality is maintained during coordination of care between the various team members and ensure that they comply with healthcare reform legislation and HIPAA guidelines. This makes it challenging to produce optimal care while navigating the legal and ethical boundaries (Young et al., 2014).
Another limitation is the fragmented healthcare system that creates a barrier to effective case management systems by limiting the ability of healthcare facilities to manage for cases they cannot control. For instance, organizational independence of alternative care delivery facilities such as nursing homes and home care agencies have limited ability to continue managing for their patients once they are discharged (Mullahy, 2014).
Do you believe that case management programs will become a medical program necessity in the future? Justify your position.
The future of healthcare system requires the healthcare provider to seek for unique solutions to the dynamic and challenging healthcare environments that impede the ability to deliver quality care while maintaining a cost of operations within a manageable level. Therefore, the case management program is very important and will still be very vital in the future (Talisman et al., 2015).
With the increased reforms in the Affordable Care Act, it is predictable that the future paradigm will be focused on keeping patients out of the hospital as much as possible. This implies that once a patient is in the hospital, the healthcare providers will be required will need to make establish the most effective care plan as much as possible, a plan that will monitor patient’s progress and outpatient follow-up until recovery. Although this is not a difficult task, case management programs are new concepts to most healthcare systems. It is evident that case management will gradually become a process that will be integrated to all continuum care programs, in order to develop a mechanism of monitoring patients continually using disease-specific and individualized care plans (Moreo et al., 2014).
Technology will have a major role in this process. This is because it will make it easy for outpatient monitoring for patient being case managed by making it easier to send the information to case managers and to give alerts in case of unexpected results. Technological advancements will ensure comprehensive care management plan because it will be cost effective and easy for doctors to go to patient’s homes that to rely on ambulatory services to bring non-critically sick patients to the ER (Hendricks et al., 2014).
In your opinion, how important are “gatekeepers” to the case management process?
A gatekeeper is a primary care provider who is assigned to a patient being case managed. The gatekeeper is responsible for managing referrals for special care and other covered services needed by the patient. The role of gatekeeper is important in case of management program because they screen all patients for appropriateness of admission in order to control service utilization and cost of care. They also determine the level of care needed by the patient. For instance, the gatekeeper protects inappropriate admissions by reviewing potential admissions before they are processed. This helps in reducing the cost of care and effective service utilization- which are the core components of the case management program. Once a physician completes their medical screening exam and they want to admit their patients, the gatekeeper analyses the process and compares the reason for admission against the utilization review criteria so as to determine if admission is necessary. This not only improves resource utilization but also improves the quality of care by ensuring that the patient gets adequate care without issuing unnecessary medical services(Young et al., 2014)..
Lastly, gatekeeper position is important because it helps managing and monitoring of variances, including all elements that may lead to resource misuse or lengthened stay for instance in emergency departments for what would have been an outpatient service. They do so by critically analyzing patient’s condition to identify the available resources and to seek alternative sources where appropriated so as to ensure the quality of care is sustained. This way, the gatekeeper ensures smooth coordination of care by keeping the involved healthcare providers with the relevant information and through documentation processes (Mullahy, C. M. (2014).
Quality Assurance Program Case Management Reference
Collins, D., Jarrah, Z., Gilmartin, C., & Saya, U. (2014). The costs of integrated community case management (iCCM) programs: A multi-country analysis. Journal of Global Health.
Curtis, J. L., Millman, E. J., Struening, E. L., & D’Ercole, A. (2014). Does outreach case management improve patients’ quality of life?. Psychiatric services.
Hendricks, V., Schmidt, S., Vogt, A., Gysan, D., Latz, V., Schwang, I., Riedel, R. (2014). Case Management Program for Patients With Chronic Heart Failure: Effectiveness in Terms of Mortality, Hospital Admissions, and Costs. Deutsches Ärzteblatt International, 111(15), 264-270. http://doi.org.ezproxy.trident.edu:2048/10.3238/arztebl.2014.0264
Moreo, K., Moreo, N., Urbano, F. L., Weeks, M., & Greene, L. (2014). Are We Prepared for Affordable Care Act Provisions of Care Coordination? Case Managers’ Self-Assessments and Views on Physicians’ Roles. Professional Case Management. 19(1), 18-26.
Mullahy, C. M. (2014). The Case Manager’s Handbook, (5thed). Burlington, MA: Jones & Bartlett Learning. Retrieved from: http://books.google.com/books?hl=en&lr=&id=iUPyAAAAQBAJ&oi=fnd&pg=PA12&dq=concurrent+utilization+review+programs+in+nursing+homes&ots=iorEmkFyuh&sig=4YnmC-9Hh6jCoi0rK2dH58NhoIM#v=onepage&q&f=false
Phillips, R. L., Han, M., Petterson, S. M., Makaroff, L. A., & Liaw, W. R. (2014). Cost, Utilization, and Quality of Care: An Evaluation of Illinois’s Medicaid Primary Care Case Management Program. Annals of Family Medicine, 12(5), 408–417. http://doi.org.ezproxy.trident.edu:2048/10.1370/afm.1690
Talisman, N., Kaltman, S., Davis, K., Sidel, S., Akil, M., & Alter, C. (2015). Case Management: A New Approach. Psychiatric Annals, 45(3), 134.
Young, M., Sharkey, A., Aboubaker, S., Kasungami, D., Swedberg, E., & Ross, K. (2014). The way forward for integrated community case management programmes: A summary of lessons learned to date and future priorities. Journal of Global Health, 4(2), 020303. http://doi.org.ezproxy.trident.edu:2048/10.7189/jogh.04.020303
The value of utilization management and review has been debated among the leaders in health care since its inception. For this module’s case assignment, you are going to engage in the review of a utilization management plan for a health care organization.
Assignment Expectations
Search the Internet for a hospital or other health care organization’s utilization management plan. Once you have found one, prepare a 4- to 6-page paper. (This does not include the title or reference page) in which you address the following:
•Identify the organization you researched and include the URL for the page of the utilization management plan that you examined.
•Provide an overview of the organization’s utilization management plan- specifically, discuss each of the elements of the plan and describe how each of the elements contributes to health care quality.
•Identify two weaknesses of the organization’s utilization management plan and describe “why” you consider them to be weaknesses. Postulate ways in which the weaknesses can be overcome.
Utilization Review (UR): A system designed to monitor the use of, or evaluate the medical appropriateness, efficacy or efficiency of health care services, procedures, providers or facilities. utilization review may include ambulatory review, case management, certification, concurrent review, discharge planning, prospective review, retrospective review or second opinions. NCGS 58-50-61(a)(17). (Refer to Glossary at http://www.nciom.org/hmoconguide/GLOSS31E.html )
Utilization review is an important component of a quality assurance program. It is intended to monitor the care provided to patients and to detect patterns of over and underutilization. However, utilization review doesn’t stop at this point. It moves ahead by taking the utilization data and changing utilization practices among practitioners and providers to improve quality and promote effective utilization of medical resources.
In many medical facilities, utilization review extends to outpatient review services by reviewing requests for elective procedures and diagnostic testing. Utilization managers and staff will then work with the attending physicians to determine if clinical data support the benefits covered for the requests. In some medical facilities, this is called Demand Management.
Utilization review, or UR, as it is frequently called, was originally intended as a vehicle that addressed cost containment rather than the adequacy of patient care. Basically, UR is a cost containment technique.
UR can occur retrospectively or prospectively. When it is conducted retrospectively, it is primarily concerned with the review of services already rendered; however, when it is conducted prospectively it is used to authorize or refuse proposed treatments, referrals, and even hospital admissions. In the perspective mode, UR may have severe time restraints which if not met may cause harm to the patients. Medical conditions/diseases do not remain static during utilization review.
Another issue regarding UR is whether the employees or agents of a managed-care organization are practicing medicine when they make a determination whether a requested treatment is medically necessary.
Utilization review is an integral part of quality assurance. If managed properly it certainly can results in a higher quality of care while controlling costs. However, if and organizations’ utilization review program is inefficient and poorly managed it has the potential to harm patients and lower quality of care.
Anonymous. (2013). Does your organization have a utilization management committee? Medical Staff Briefing, 23(11), 1,3-5.
Frazier, K. (2014). Utilization Review Software: The Impact on Productivity and Structural Empowerment in Case Management Nurses in an Acute Care Setting. Gardner-Webb University.
Koike, A., Klap, R., & Unützer, J. (2014). Utilization management in a large managed behavioral health organization. Psychiatric Services.
Mullahy, C. M. (2014). The Case Manager’s Handbook, (5thed). Burlington, MA: Jones & Bartlett Learning. Retrieved from http://books.google.com/books?hl=en&lr=&id=iUPyAAAAQBAJ&oi=fnd&pg=PA12&dq=concurrent+utilization+review+programs+in+nursing+homes&ots=iorEmkFyuh&sig=4YnmC-9Hh6jCoi0rK2dH58NhoIM#v=onepage&q&f=false
NHS England provides funding for clinical utilization review programmes to improve patient flow. (2014). Professional Services Close – Up, Retrieved from http://search.proquest.com/docview/1518167158?accountid=28844
Olaniyan, O, Brown, I. L., & Williams, K. (2011). Concurrent utilization review; Getting it right. Physician Executive, 37(3), 50-54.
Plebani, M., Zaninotto, M., & Faggian, D. (2014). Utilization management: a European perspective. Clinica Chimica Acta, 427, 137-141.
Tubbs, S. L., Husby, B., & Jensen, L. (2011). Ten common misconceptions about continuous improvement efforts in healthcare organizations. The Business Review, Cambridge, 17(2), 21 – 28.
The healthcare facility identified is Tenet healthcare facility (see: https://www.tenethealth.com/docs/default-source/policies/policies—mn/policy—comp-rcc_4-52_utilization_management_plan.pdf?sfvrsn=4). The healthcare facility provides services to members while maximizing cost savings opportunities. The services provided in this healthcare facility include primary care, surgical services, audiology, ophthalmology, inpatient services, and outpatient services. It also has other ancillary departments such as laboratory and radiology departments. The department has operating rooms for regular surgical procedures, cystography and angiography. All the healthcare departments in this facility must follow quality assurance procedures established by its department (Tenet healthcare, 2015).
The tenet healthcare facility has a lead administrator, reporting staff and a medical director. The facility utilizes the ACO model when providing specialty care, primary care, and mental healthcare services. The facility services are evaluated using standards of administration and standards of delivery of care. The Administrative standards focus on access to quality care and patient outcomes. On the other hand, the medical standard prioritizes the facility credentials such as delivery of quality care, preventive care, and chronic diseases. Like other health care facility, tenet healthcare facility receives a bonus based on their performance (Tenet healthcare, 2015).
Overview of organization Utilization management plan
Utilization management refers to a set of techniques applied by the healthcare administrators on behalf of health care users to benefit and manage healthcare costs through influencing care decisions based on a case-by-case assessment of the quality and appropriateness of care. The main aim of the programs is to ensure that certain services and procedures meet the appropriate clinical guidelines. The Tenet healthcare utilization management program provides reviews so as to ensure that there is appropriate care while maximizing cost saving opportunities. The functions of this utilization management plan are to ensure that the facility delivers efficient healthcare services by monitoring, evaluating and influencing health processes that impact the quality of care delivered (Anonymous, 2013).
The utilization management plan is developed by the utilization management committee (UMC) which comprises of two or more physicians, other practitioners. These include at least two doctors, one of whom is a member of the hospital medical team. The remaining committee members are from other departments within their scope of practice. The summary of the Utilization Management Plan is as shown below (Tenet healthcare, 2015);
Accessing services and making referrals: The tenet healthcare facility provides specific policies that govern the process of pre-authorization that must be followed except in emergency care. For emergency care, the facility demands that care managers can authorize emergency services during business hours or on-call clinician during after hours.
Initial and concurrent review: The decisions are to be made by case managers. The treatment management is initially made during the assessment. The treatment progress and continued monitoring will be done concurrently to assess the continued presence of impairments, crisis incidences, and treatment plan.
Retroactive reviews: All the services in this healthcare facility requires pre-authorization. However, occasionally, retroactive treatment authorization will be done if necessary(during the emergency) and once authorization is received, they must be renewed by the senior care manager. In emergency treatment treated without authorization, the clinician in charge must contact care management as soon as possible.
Authorize or deny services: The standards used by this healthcare facility are based on national standards for health care services. The guidelines generally are followed to determine the level of care and treatment in each scenario. These include medication needed, the impairment functioning, severity of risk factors and level of care to treat the patient. The authorization will depend on the characteristics of the patient’s medical package.
Medical necessity and Discharge planning: The authorization of medical necessity will be determined by the patient health condition and medical cover. Discharge planning will be done following the transition assessment as soon as possible. The process will focus on patient’s preferences, goals, and needs so as to ensure that the patient gets timely and appropriate medication and discharge based on the transition evaluation. Documentations of the entire process must be completed and stored accurately in the case management system documentation. The information recorded must be accurate and updated.
Dispute/ Appeal responsibilities: In cases of disputes, the UM committee will work collaboratively to resolve disputes that arise and will work with National Insurance Center (NIC) and Conifer National Medicare Center (NMC).
Case management relationship: In a case where a third party is involved, the healthcare facility director of case management will work to establish as well as to maintain an effective and conducive working relationship. However, the staff must abide by the hospital information patient information privacy and security program requirements when disclosing protected information.
Information management: Utilization management data will be analyzed, collected and maintained so that to facilitate address concerns of underutilization, overutilization, and effectiveness of a resource use according to necessity and appropriate level of care, and in compliance with the federal as well as state regulations. The records will also be used for tracking the quality of care being provided.
Weaknesses of the utilization plan
The plan does not include the human resource in the UMC. This implies that there lacks tools (information technology) as well as personnel’s to ensure that there is the efficient flow of instantaneous accurate integration of data collected into the current healthcare quality improvement program practices. (Frazier, 2014). Secondly, the utilization management plan lacks follow-up processes during adverse quality events. In addition, there is little evidence to what extent patient preferences were put into consideration when developing the health facility guidelines. This raises a concern if the utilization management committee reviews the cases based on the individual patient health demands or based on the UM medical necessity criteria (Olaniyan, Brown, & Williams, 2011).
The failure to integrate these two aspects in the utilization management plan can be considered as organization deficit in that the organization provides little rooms that will enable the free flow of information from patient to the entire healthcare system. This implies that it is important for quality personnel to work with managers so as to create a comprehensive framework that not only accommodates utilization management of healthcare resources but also ensures quality improvement (Tubbs, Husby, & Jensen, 2011).
Anonymous. (2013). Does your organization have a utilization management committee? Medical Staff Briefing, 23(11), 1,3-5.
Frazier, K. (2014). Utilization Review Software: The Impact on Productivity and Structural Empowerment in Case Management Nurses in an Acute Care Setting. Gardner-Webb University.
Olaniyan, O, Brown, I. L., & Williams, K. (2011). Concurrent utilization review; Getting it right. Physician Executive, 37(3), 50-54.
Tenet Healthcare.(2015). Utilization management Plan. Retrieved from https://www.tenethealth.com/docs/default-source/policies/policies—mn/policy—comp-rcc_4-52_utilization_management_plan.pdf?sfvrsn=4).
Tubbs, S. L., Husby, B., & Jensen, L. (2011). Ten common misconceptions about continuous improvement efforts in healthcare organizations. The Business Review, Cambridge, 17(2), 21 -28
please use the same writer that wrote order # 114630 please. this second assignment has something to do with my first assignment #114630
THE FIRST ASSIGNMENT WAS WELL OK.
SAMPLE ANSWER
Assignment 2: Operations Decision
Introduction
Food industry in the United States has over the recent past undergone significant changes (Cachon & Terwiesch, 2012). The changes in the food industry have involved the emergence of low-calorie foods that are frozen and microwavable since they have gained wide acceptance among consumers across the country. According to Andreyeva,Long and Brownell (2010), this trend of increasing acceptance of low caloric foods that are frozen and microwavable has been motivated by heightened awareness among consumers towards healthy foods as well as healthy eating habits. The two leading competitors within the United States in the food industry involving the production of low-calorie as well as microwavable foods are: Healthy Choice which is a subsidiary of ConAgra and Lean Cuisine which is a subsidiary of Nestle Foods. In the United States, these two companies in the food industry control a significant market share and both have a considerable grip in the food industry market. These two features of the identified companies have enabled them to grow tremendously over the last decade with regards to revenues as well as range of their food products. In order to satisfactorily answer all the questions asked in Assignment 2, reference is made to the regression calculations presented in Assignment 1 and answers to varied operation decisions are as follows:
Market structure analysis is an important marketing plan tool that provides insights into the required strategies (Russell & Taylor, 2005). Saito (2011) noted that the food industry market needs are considered to significantly influence sales volumes and revenue of such companies subsequently impacting of their profitability. This means that it is imperative to carry out an analysis of growth trend of the target market since it shows the companies’ ability to predict or forecast future market trends, which is important in facilitating long-term decisions to be made. The market structure in the food are rapidly changeable and quite dynamic in the United States even though they can vary from one state to another or from one region to another within the same state (Noreen, Brewer & Garrison, 2013). Therefore, the companies should ensure that the appropriate market structure is embraced since the imperfectly structured market characterized by oligopoly require effective managerial and operational strategies in order to achieve competitive edge in the market (Luke, Froed & McCann (2015).
According to Best (2010) and Daly (2012), there is a vast range of factors that can be attributed to market structure changes, and two of the most important factors considered include consumers’ income levels and consumers’ tastes and preferences. These two factors are majorly the cause of shifts in the demand of products in the market. For instance, an increase or decrease in the income levels of consumers can either result to increased or decrease consumers’ purchasing power subsequently leading to diminishing demand for products (Cachon & Terwiesch, 2012). Also consumer tastes and preferences is the other fundamental factor that playa a vital role in determining market structure and its monitoring should be carried out regularly (Baye & Prince, 2013; Mankiw, 2014). According to Whelan (2011), consumers’ tastes and preferences determines whether they are interested in a particular product; whereby high interest translates to more sales, while low interest results to low sales. Thus, the company should consistently monitor these two factors and ensure they remain favorable by implementing the necessary corrective actions whenever signs of unfavorability are observed (Forstater, 2007; Mankiw, 2014).
Analysis of the market structure is a vital process in determining the position of a company in the market. Thus, on basis of the assignment 1 calculation results, the cost functions of Lean Cuisine both long-run and short-run can be determined by calculating performance indicators of the company in the market including AVC, VC, TC, ATC as well as MC as shown below:
Short-run Equilibrium
Long-run Equilibrium
In both calculations, that is, in the determination of the short-run and long-run equilibrium prices are observed to remain equal to quantity subsequently leading to equilibrium in the cost functions of the company. According to Baye and Prince (2013), market dynamic variations are attributed to upward and downward shifting of the equilibrium quantities. As a result, the obtained information can be used to realize optimal product demand through appropriate shifting of the prices in a direction that is favorable to consumers (Andreyeva,Long & Brownell, 2010). According to Daly (2012), the obtained information is also vital in identifying price changes that are unfavorable in a timely manner in order to allow corrective or mitigation interventions to be appropriately and swiftly taken (Best, 2010).
The expectations of any company when beginning or expanding its operations is that they will be prosperous, but sometimes circumstances become unfavorable forcing discontinuation of the operations. Baye & Prince (2013) note that a company has the ability to decide on discontinuation of its operations either in entirety or in some divisions based on the operational or market conditions, especially when they become unfavorable. The circumstances that can lead to discontinuation of operations include when the demand for the manufactured products dwindles as well as when the products become obsolete (Saito, 2011). These two circumstances can be caused by new entrants in the markets or changes in consumer demography as well as technological advancements that make machinery and systems outdated (Cachon & Terwiesch, 2012). According to Saito (2011), necessary modifications of the old machines can be done to avoid discontinuation of operations and also the company should allocate a higher budget to research in order to ensure new, appealing and high quality products are produced. However, if the modifications do not succeed, the company should look for alternative products that can be produced by the same machines and systems failure to which they should be sold prior to more depreciation subsequent to discontinuing operations (Best, 2010; Cachon & Terwiesch, 2012; Luke, Froed & McCann, 2015). Andreyeva,Long and Brownell (2010) emphasize that it is imperative for the company to gradually discontinue its operations through a step-wise disposal of associated facilities.
The pricing policy can be used to ensure profit maximization is achieved by leveraging on elasticities. For instance, in the food industry where the company operations are based is very competitive and rapidly changing market dynamics making it necessary to make frequent evaluation of its products’ price elasticity against competitor products as well as prevailing market conditions in order to determine the appropriate strategy for competitive edge to be achieved (Daly, 2012). Therefore, the company should embrace price reductions mostly through discounting in order to increase demand for its products and subsequently make its food products more appealing and affordable to consumers so that it can achieve increased sales and revenues as well as improved profitability (Daly, 2012).
It is undoubtedly evident from previous discussion that, optimal profitability of the company is only achievable through implementation of pricing strategies that have been effectively developed (Daly, 2012; Mankiw, 2014). This is attainable by ensuring that customer income levels and demographics are appropriately articulated with regards to the prevailing economic situations. According to Luke eta al. (2015), the company can leverage on these factors to evaluate its financial performance mostly through its long-run as well as short-run profits, revenues, sales volume and ultimately market share growth. This approach is undeniably very vital because it encompasses periods of economic hardships as well as periods of favorable economic conditions; whereby in the former economic situation pricing strategy adopted is fundamental is determining financial performance, while in the latter economic situation quality and convenience factors gain significance in determining demand (Luke, Froed & McCann, 2015).
With regards to the supply and demand calculations carried out for the determination of the company’s equilibrium both in the long-run and short-run operations, it is imperative to implement effective interventions in order to improve the company profits as well as ensuring that the stakeholders are delivered with more value. The appropriate strategies ought to follow a properly laid down plan including brainstorming, implementation and monitoring. Embracing this approach or plan is highly imperative to ensure the company competitive edge in the market is maintained ultimately leading to increased revenues and profitability. As a result, the two actions that are recommended to ensure This is attributable to the fact that, this approach is important in order to ensure that there is improvement in the company’s profitability as well as ensuring that the stakeholders are delivered with more value include:
There will be need to increase capital investment particularly in the area of research and new product development. Through continuous research and adoption of cutting edge technologies in food manufacturing, the company will be able to consistently produce high quality and novel food products (Mankiw, 2014). According to Whelan (2011), this is an essential strategy in enabling production of food products that are more appealing to consumers at low production and operational costs, which will in turn improve the company profitability.
The other recommended action will be to devise and implement a marketing plan that is effective through appropriate advertising and promotional strategy to improve visibility of the company’s food products in the market and dispel the stiff competition (Cachon & Terwiesch, 2012; Daly, 2012). The company will be required to advertise its food products through a variety of promotional channels both mainstream and upcoming ones, methods and/or techniques as well as media outlets (Baye & Prince, 2013).
References
Andreyeva, T., Long, M. W., & Brownell, K. D. (2010). The Impact of Food Prices on Consumption: A Systematic Review of Research on the Price Elasticity of Demand for Food. American Journal of Public Health, 100(2), 216-222. doi:10.2105/AJPH.2008.151415.
Baye, M. & Prince, J. (2013). Managerial Economics & Business Strategy, (8th ed.). New York, NY: McGraw-Hill Education.
Best, R. (2010). Market-based Management, (3rd ed.). Upper Saddle River, NJ: Prentice Hall.
Cachon, G. & Terwiesch, C. (2012). Matching Supply and Demand: An Introduction to Operations Management, (3rd ed.). New York, NY: McGraw-Hill Education.
Daly, J. (2012). Pricing for Profitability, (4th ed.). Hoboken, NJ: John Wiley & Sons, Inc.
Forstater, M. (2007). Economics. Chicago: Chicago Review Press.
Luke, M., Froed, B., & McCann, B. (2015). Managerial Economics. Boston, MA: South-Western College Publishers.
Mankiw, G. (2014). Principles of Microeconomics, (7th ed.). Boston, MA: South-Western College Publishers.
Noreen, E., Brewer, P., & Garrison, R. (2013). Managerial Accounting for Managers, (3rd ed.). New York, NY: McGraw-Hill Education.
Russell, R. S. & Taylor III, B. W. (2005). Operations Management: Quality and Competitiveness in a Global Environment, (5th ed.). Hoboken, NJ: John Wiley & Sons, Inc.
Cell Phone Industry Strategic Management Order Instructions: This is for my strategic management class. The industry i’ve chosen is Cell Phone industry, so you can talk about cell phones.
Cell Phone Industry Strategic Management
I need 1 page answering these 2 questions.
Introduction (½ page)
Briefly state the industry you will analyze (you can include the SIC code as well). Provide
general information (briefly) about the nature of this industry (history, major changes across
time, size, and geographic clusters, if any).
2. External Analysis
a. General Assessment of Environment (1 – 1½ page)
Assess the general environment, focusing on ONLY the most relevant three of the following
segments for your chosen industry: demographic, sociocultural, political/legal, technological,
economic, and global. Explain in detail how certain changes or trends in the segments you analyze had (or may have) impact on your industry.
Cell Phone Industry Strategic Management Sample Answer
Strategic Management
Introduction
The U.S. cell phone industry, which I am going to analyze in this paper, is the most competitive among all other sectors and requires a player to implement innovative and creative strategies to succeed. The relevant SIC code is 334220 (Radio and Television Broadcasting and Wireless Communications Equipment Manufacturing). The onset of the cell phone industry was experienced in the 1940s after the Mobile Telephone Service was introduced in the North America (Bhargava, Evans, & Mani, 2016). However, in 1965, the Improved Mobile Telephone Service was introduced. The new service featured user dialing and eliminated the need for operator forwarding.
Additionally, the new service used additional radio channels leading to increased subscriber population and subsequently calls. In 1983, the very first handheld mobile phone named Motorola DynaTAC 8000x was introduced to the market. Immediately, the device, despite its crude nature, became a market favorite. Nonetheless, this innovation marked a new wave of cell phones, given that the Nokia Mobira Talkman among other cell phones by other companies was introduced shortly after (Bhargava, Evans, & Mani, 2016). Over the following 20 years, the cell phone industry kept on evolving with new mobile phones with integrative capacities was introduced. The turning point for the industry came in 2007 after the introduction of innovative Android and Apple mobile phones. Today, the size of the sector has increased tremendously, given the number of customers, manufacturers, and retailers among other stakeholders.
External Analysis
The mobile industry is attractive to all people across different stages of life beginning from the adolescence phase. According to Bhargava, Evans, and Mani (2016), almost every person in American owns at least one cell phone and has subscribed to one or more service providers. In regard to the social-cultural aspect of the external environment, it is apparent that people in America use mobile phones for a diverse range of purposes. The most common use is communication, which is either through making a call or sending a text. However, some people feel that owning a cell phone is a sign of prestige (Bhargava, Evans, & Mani, 2016). Other people use cell phones primarily to seek information usually through the mobile-based internet. Several political/legal aspects are associated with the industry. As such, the government has introduced several laws that are aimed at limiting the conduct of the mobile service providers especially regarding confidentiality of the customer data.
The technological advent in the mobile industry is at breakneck speed. Each dawn of the day sees a new cell phone technology being introduced. While the industry has continued progressing, the aftermath of the Great Financial Crisis of 2008 is still influential (Bhargava, Evans, & Mani, 2016). All these changes have had a major impact on the industry. Despite the dragging effect that the post-global financial crisis issues have had, the rapid technology, the continued affinity for mobile phones, and the expanding manufacturing sphere have made the cell phone industry become a leading contributor to the country’s GDP.
Cell Phone Industry Strategic Management Reference
Bhargava, H. K., Evans, D. S., & Mani, D. (2016). The Move to Smart Mobile and its Implications for Antitrust Analysis of Online Markets. Belmont, CA: Cengage Learning.
Required:
Critically discuss the particular challenges, an operations manager faces, in managing quality in a service organization relative to a manufacturing organization. Cite specific examples.
Take Away Exam Assignment Guidelines:
? This is an individual piece of work and it must not be communicated to other students in any way whatsoever.
Particular Challenges in Operations Management
? This Take Away Exam makes up 50% of the overall grade for this course.
? The Learning Outcomes which must be evidenced by this assignment are B1, B4, B5, B6, B7, C1, C2, and D1. See Learning Outcomes below.
? The account of your selected organization should not be too lengthy; of more importance are relevant references to the literature, and demonstration of your critical faculties in weighing theory against practice.
? If preferred, you may focus this assignment on a single service offered by the organization.
? Your assignment answer must be grounded in an appropriate theoretical framework and show evidence of comprehensive original research (minimum 6 academic sources in addition to the core textbook) into the subject matter. You are expected to provide insight and argument and not simply provide a description of the subject matter.
You should draw on concepts and theories discussed in Operations and Process Management, Principles and Practice for Strategic Impact, 3rd edition, 2012, Slack, Brandon-Jones, Johnston, Betts, FT Prentice Hall, your module Study Guide, and from your wider reading and research to support your analysis and justify your critical factors and recommendations. You should only employ credible research sources. I suggest you consult the MBS Library Services for information on a wide range of research resources and services (e.g. Harvard Business Review).
The Operations Management Reading List is available at:
http://www.readinglists.manchester.ac.uk/lists/2FAA5122-3A05-1627-8F70-BE41BE357625.html
You may also find the following links useful:
http://subjects.library.manchester.ac.uk/content.php?pid=367728&sid=3246461
Databases http://subjects.library.manchester.ac.uk/content.php?pid=367728&sid=3810471
My learning essentials
http://www.library.manchester.ac.uk/academicsupport/mylearningessentials/
? The maximum word count for this assignment is 2,000 words +/-10% (excluding diagrams, figures, tables, and references). The submission must be in Microsoft Word format. Submissions using pdf etc. may be returned to students.
? Your submission should have a logical and coherent structure and be well presented. It is essential that you properly attribute all quotes, ideas, models, frameworks etc. that you include in your discussion and analysis. This includes any material that you may download from internet sources. Full references must be given for all sources using only the Harvard Referencing Convention. Before commencing you must read UML: Essential Guide to the Harvard System of Referencing which is available on Blackboard.
? Details of submission dates can be found on Blackboard.
? Feedback is offered for assignments via Blackboard. The following link will take you to a short video on how to obtain feedback for assignments submitted through Turnitin: https://player.
SAMPLE ANSWER
Operations Management
Introduction
Operation managers perform some of the most vital roles in an organization. They ensure that the process of operation management occurs at the preferred levels. In so doing, operation managers oversee organizational business practices in a way that leads to the highest possible efficiency levels in that organization. Primarily, their duty is to ensure that the conversion of raw material into finished products and services is carried about in the best way possible which ensures minimum wastage, reduced expenses, and high returns. Because of the importance of the function of the operation management processes, most organizations prefer to establish operation management teams which are tasked with the duty of ensuring that activities are carried out as planned. To achieve this, these teams often balance the revenue to be achieved from the production of certain goods and services with the cost that is required to carry out the whole process. They aid in the achievement of maximum returns by ensuring that the net marginal and operating profits remain high. Despite the overlaying common responsibility for operation managers, the type of organization in which the managers work in greatly influences the type of activities and challenges that they face. Therefore, this paper explains the challenges that an operations manager faces in managing quality in a service organization relative to a manufacturing organization.
Both service and manufacturing organizations offer closely related duties to their operation managers. This is because the end objective of the manager’s effort is to ensure the maximum quality of services and products, efficient production processes, and high returns (Bozarth & Handfield, 2016). Therefore, operation managers working in both service and product companies are required to utilize available resources from the organization’s employees, equipment, technology, and materials to develop products and services that will suit the needs of their customers as well as utilize the capacity of the organization to the maximum. This is achieved by carrying out certain specific roles such as determining the size of production plants, choosing the best project management techniques, and establishing appropriate communication and technological networks at an organization. Apart from these structural duties of an organization, operation managers also have to deal with activities that directly relate to the day to day management of business at an organization (Jacobs & Chase,2013). These activities include; inventory level management, acquisition of raw materials, quality control, and establishing maintenance policies (Khanna, 2015). To effectively carry out these duties, operation managers working in both service and product organizations rely on various formulas to aid them in carrying out their activities. For instance, operation managers in a manufacturing organization often utilize the economic order quantity formulae in determining the size of inventory, when to order or process, and the size of inventory to hold at certain times.
Operation Manager’s Duties In a Manufacturing Organizations
There are distinct duties of operational managers who work in manufacturing organizations that might not be part of the work schedule for those working in a service company. First, operation managers in manufacturing organizations have to carry out production planning (Lacmanovic, 2010). This includes determining the exact size and quantity of goods that will be manufactured and the means through which they will be manufactured. Secondly, operation managers in manufacturing organizations have to carry out production control. This involves scheduling and monitoring the activities that make up the production process. In this regard, the operation managers specific duties involve getting feedback and responding to it through appropriate adjustments which might include handling inventories and purchasing of raw materials (Bozarth & Handfield, 2016). Lastly, operation managers in manufacturing firms have to physical control the quality of processes being carried out. This involves observing and ensuring that the goods produced have the pre-requisite specifications and that their quality matches the company’s values and customer needs.
A snap view of total quality management value
The nature of the duties of operation managers in manufacturing companies exposes them to various challenges. They are required to make appropriate decisions, make flawless plans, and oversee all the aspects of production from the acquisition of raw materials to the satisfaction of the customers (Hill & Hill, 2012). Therefore, their most primary challenge is decision making. They have to decide on the best production methods to use. This is not easy as sometimes the best methods might not be cheap to implement. Moreover, decision making is difficult because if a wrong choice is made, the organization’s image might be destroyed (Schönsleben, 2016). Therefore, to successfully come up with a sustainable production process for a manufacturing organization, operation managers have to consider the goals and objective of all other organization departments but, most important, they have to give priority to the objectives of the marketing managers (Khanna, 2015). This is because it is the marketing managers that are tasked with the duties of selling the products once they are produced. Therefore, production managers have to come up with a production process that will ensure that the products produced possess the exact specifications as required by the marketing managers.
Because of the need to establish a production process that caters for the needs of the marketing managers as well as all other managers within an organization, production managers often find it difficult to obtain all the relevant information from each of all the organization’s sections (Agus & Shukri, 2012). This is because accessing such information might be difficult depending on the organizational arrangement. Moreover, combining the information takes time. Another challenge faced by manufacturing company’s operational managers is procurement. They are required to purchase raw materials or inventories at appropriate costs while at the same time ensuring that the materials purchased have the ability to produce quality products that will result in high revenue to the company. This is difficult as it involves careful balancing of costs and revenue. Moreover, if left to the procurement department, they may end up purchasing materials of inferior standards. Lastly, operation managers in manufacturing organizations are faced with a challenge of ensuring that the goods produced are of high quality. Therefore, there is a need for the operation managers to oversee the whole production processes and make recommendation and amendments at each stage. Alternatively, they have to enlighten the organization’s human resource regarding adherence to quality standards (Baines & Lightfoot, 2013). Either way, it is difficult because most operation management teams consist of a few individuals who may not be able to physically inspect all the production practices that might be going on in an organization. On the other hand, most organizations have not equipped their operation managers with the ability to train or influence the organization’s staff regarding quality standards. This challenge is often replicated in the production of inferior goods that end up causing negative user experience (Jacobs & Chase,2013). For example, the current generation of Samsung Galaxy S7 Tablets is being recalled because of a flaw in production that causes the gadgets to self-destruct when exposed to certain conditions.
Operation Manager’s Duties In service Organizations
Service organizations do not deal with the production of physical goods and services. Therefore, despite the fact that they too aim at satisfying the needs of their clients just as the manufacturing organizations, there are differences between these two types of organizations when it comes to the duties of operations managers. Most obvious causes of difference in their duties include; the intangibility of service organization’s products, lack of standardization of products by service companies as opposed to manufacturing companies (Schroeder, et.al, 2013). For instance, a one-liter bottle of coca cola is the same everywhere in the world as opposed to service activities such as getting a shave that is specific to a person’s head. Lastly, service organizations are always in contact with their customers as opposed to manufacturing organizations.
A snap view show showing how to identify a quality management system
The existing differences between service and manufacturing organizations make the duties of service organization be more skewed towards customer satisfaction and relation as compared to manufacturing organizations. For instance, a hotel will have to enhance its public image to attract new customers and will have to relate well with existing customers so as to attract them back. In spite of these, the duties of a service company’s operation managers might be similar to those of manufacturing company’s operation managers in some ways. Particularly, service operation managers are often engaged in; operations planning which involves determining the service to offer, how to provide it, where to provide from, and the forecasted demand for the service. Operations managers in the service industry also have to carry out operation processes monitoring (Baines & Lightfoot, 2013). This includes ensuring that the planned processes are taking place as stated. According to the Institute for information industry (2014), as opposed to manufacturing firms, in service quality control and management, operations managers have to ensure that customer satisfaction is prioritized and achieved first in both the long run and short run. This is because the success of a service organization relies on satisfying customers and having them come back for more. For example, an airline company has to make sure that their customers arrive at their destinations safely and in time so that they keep on choosing that particular company over others. This is as opposed to manufacturing, for instance, a company such as Ford might make one car and have the owner use it for over three years before coming back for another model.
Based on the nature of their activities, operation managers in a service organization have a more daunting task of ensuring that the outcome of a company’s processes results in quality service as compared to those working in manufacturing firms. First, aside from understanding the organizational business processes and flows, they also have to understand their customers. This is difficult because many customers have different traits, preferences, and needs (Fitzsimmons & Fitzsimmons, 2013). Therefore, this makes it difficult to effectively determine what they may want. The situation is made tough by the fact that poor understanding and evaluation of customer needs by operation managers in service organizations might lead to the offering of low-quality services, a factor that may lead to poor customer relations and negative customer perception regarding the organization.
A snapshot of Quality visualization in a service company
Operation managers in service industries are faced with a challenge of ensuring that there exists a good relationship between customers and the company. Therefore, they have to ensure that an organization’s staffs have the necessary customer handling skills (Baines & Lightfoot, 2013). In this regard, the managers should be able to understand and handle any customer complaints or problems that might occur between an organization’s employees and the client. For instance, in case a waiter mistakenly splashes some soup on a guest in a hotel, the overseeing operation manager should be able to come and solve any conflict that might arise. Moreover, he or she should be able to comfort the customer and make him or she understand that it was just a mistake from the waiter. Another challenge faced by operation managers in the service industry is as a result of globalization. This is because globalization has created the needs for organizations to operate on international levels. This means that various processes have to be developed so as to meet the needs of a diverse pool of clients. Therefore, service operation managers have to learn about various new business environments and come up with better means of offering great services to markets in such environments (Bozarth & Handfield, 2016). Lastly, operation managers in the service industry have to keep up with the changing social trends and workforce. This is because these factors affect the day to day preferences of customers and abilities of the existing workforce. Therefore, they have to be able to maintain an effective workforce that can efficiently cater to the changing client needs. However, this has to be done carefully to ensure that ethical conduct is observed when dealing with both employees and customers irrespective of the overlaying changes in social trends.
Particular Challenges in Operations Management Conclusion
Operation managers need to have a proper understanding of various processes within an organization. They need to actively create new production processes while at the same time evaluating the effectiveness and efficiency of the current processes. Therefore, irrespective of the type of organization that operation managers will be working for, they have to be versatile and organized to ensure that they create processes that lead to high productivity. From the paper’s discussion, it is clear that the duties carried out by operation manners in manufacturing organizations are somehow different from those carried out by organizational managers in service organizations. Those in companies offering services face more challenges since their activities involve direct interaction with customers. Such interactions often require highly efficient delivery of services and strict adherence to ethical practices. This is because even the way employee’s carry themselves out in a service organization might influence the perceptions of the customer.
Particular Challenges in Operations Management Reference
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Baines, T., & W. Lightfoot, H. (2013). Servitization of the manufacturing firm: Exploring the operations practices and technologies that deliver advanced services. International Journal of Operations & Production Management, 34(1), 2-35.
Bak, O., & Boulocher-Passet, V. (2013). Connecting industry and supply chain management education: Exploring challenges faced in an SCM consultancy module. Supply Chain Management, 18(4), 468-479. doi:http://dx.doi.org/10.1108/SCM-11-2012-0357
Bozarth, C. B., & Handfield, R. B. (2016). Introduction to operations and supply chain management. Pearson Higher Ed.
Fitzsimmons, J., & Fitzsimmons, M. (2013). Service management: Operations, strategy, information technology. McGraw-Hill Higher Education.
Hill, A., & Hill, T. (2012). Operations management. Palgrave Macmillan.
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Jacobs, F. R., & Chase, R. B. (2013). Operations and supply chain management: the core. McGraw-Hill.
Khanna, R. B. (2015). Production and operations management. PHI Learning Pvt. Ltd..
Schönsleben, P. (2016). Integral logistics management: Operations and supply chain management within and across companies. CRC Press.
Schroeder, R. G., Goldstein, S. M., & Rungtusanatham, M. J. (2013). Operations management in the supply chain: Decisions and cases.
Self Management in Individuals Chronic Illness Order Instructions: Self-management is a dynamic process in which individuals actively manage chronic illness” (Schulman-Green et al., 2012, p. 136).
Self Management in Individuals Chronic Illness
It is more than compliance or adherence to health prescriptions; it is a strategy for living with chronic disease. Self-management implies that the individual with the chronic condition engages in daily management by making informed decisions regarding health and life choices. Coaching and consultation from healthcare professionals support effective self-management.
Although chronic illness can affect individuals of any age, older adults are disproportionately afflicted with chronic illness. By 2030, one in eight individuals will be older than 65 years of age (National Institute of Aging [NIA], 2011), and the oldest old—those individuals age 85 and older—represent the fastest-growing segment of the U.S. population. With increasing age, the likelihood of experiencing multiple chronic health problems also increases (NIA, 2012; Vogeli et al., 2007). In 2005, 21% of Americans (roughly 63 million people) had more than one chronic condition or impairment expected to last a year or longer. Approximately 80% of older adults have one chronic condition, and 50% have at least two chronic health problems (Centers for Disease Control and Prevention [CDC], 2011). It was estimated that in 2009, 326 million primary care office visits were made by adults with multiple chronic conditions. These visits accounted for 37.6% of all medical visits by adults (Ashman & Beresovsky, 2013).
Multimorbidity, meaning the co-occurrence of acute and chronic conditions, also increases as one age (Boyd, 2010). According to a systematic review by Marengoni et al. (2011), the prevalence of multimorbidity in older persons ranges from 55% to 98% and “all studies [in this review] pointed out the prevalence of multimorbidity among the older adult population is much higher than the prevalence of the most common diseases of older adults such as heart failure and dementia” (pp. 431-432).
Multiple factors account for an individual’s ability to self-manage complex symptoms and chronic diseases. Strategies for self-management include self-monitoring, managing medications, exercise plans, diet, and healthy lifestyle behaviors.
Definitions of Self-Care, Self-Management, and Disease Management
The terms self-care, self-management, and disease management are often used interchangeably. Although the goals of these strategies are
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similar, including promotion of health, reduction of complications, and prevention of disability while living with chronic illness, the terms actually have quite distinct meanings. Self-care is a concept that is related to living a healthy lifestyle (Schulman-Green et al., 2013). Disease management focuses on interventions initiated by healthcare professionals and treatments based on standards of care often outlined in disease-specific algorithms (Creer & Holroyd, 2006).
Self-management is more poorly understood. Ryan and Swain (2009) found that differences in understanding the meaning of self-management have slowed the translation of self-management research into practice. Clarity of this term is essential for effective research translation. Self-management emphasizes the client’s involvement in defining health management problems. Self-management is intentional and “involves the use of specific processes, can be affected by specific programs and interventions and results in specific types of outcomes” (Ryan & Swain, 2009, p. 218).
Disease management programs emphasize individual aspects of care in the successful management of chronic illness and traditionally have targeted a specific chronic disease (Fortin, Lapointe, Hudon, & Vanasse, 2005). For example, there are many evidence-based programs for management of single diseases such as diabetes, chronic obstructive pulmonary disease (COPD), and heart failure. These interventions have demonstrated successful outcomes (Barlow, Sturt, & Hearnshaw, 2002). However, simply adding one single-disease approach to others in the case of individuals with multiple chronic conditions is not effective. Individuals with comorbid conditions need to understand the management of the interactions between disease states, balance priorities, and simplify complex regimens to be able to self-mange and prevent complications effectively. With multiple chronic conditions, a person needs to manage his or her general state of health as well as the chronic illness(es) with their overlapping self-management needs.
Using a client-centered approach in self-management programs, instead of the disease based approach used in disease management programs, is needed for individuals to successfully manage multiple conditions (Boyd, 2010). According to the website Improving Chronic Illness Care (2006), self-management is defined as the decisions and behaviors a person living with chronic illness engages in that affect the individual’s health outcomes. Collaborating with family, clinicians, and communities support individuals in managing their health more effectively.
The Environment of Self-Management
Self-management is not limited to the outpatient or community setting, although the majority of self-management programs do focus on individuals in the community. Indeed, self-management programs are expanding across a variety of settings. For example, self-management programs are emerging among persons living in nursing homes (Park, Chang, Kim, & Kwak, 2012) and among those experiencing homelessness (Morrison, 2007). It is important for nurses working in any setting to consider the self-management skills of the person living with chronic illness and to promote a client-centered and client-involved approach that encourages the skills and attitudes that foster self-management.
During hospitalization and transitions of care, promotion of self-management—including educational needs, self-regulation, self-efficacy, social support, planning, motivation, and self-monitoring —is a fundamental aspect of collaboration between the nurse and the client. Case management follow-up provides essential resources for the client to continue to self-manage. Nurses are key individuals in maintaining client access to care and self-management support across care settings.
In the community, the home has particular meanings among individuals as a space of healing and health care; when the home becomes the location for receiving health and social services, however, both the meaning of home and
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the means of managing oneself when supportive management is needed change (Dyck, Kontos, Angus, & McKeever, 2005; Lindahl, Lide’n, & Lindblad, 2011). Levels of independence, privacy, and power in determining individual needs also change when self-management of illness requires a modification in one’s role to that of receiving care and support while also trying to maintain as much independence as is possible (Hertz & Anschutz, 2002; Lindahl et al., 2010). No matter where an individual is living, the person who is self-managing one or more chronic conditions must manage symptoms, medications, equipment, medical specialty appointments, and activities of daily living while making personal meaning out of the experience (Corser & Dontje, 2011).
Policy Incentives for Self-Management of Chronic Disease
Healthy People 2020 (U.S. Department of Health and Human Services [HHS], 2013) outlines the federal government’s health goals for the United States. Of the 42 topic areas covered by this initiative, several relate to specific chronic diseases (arthritis, osteoporosis and chronic back conditions, chronic kidney disease, dementias [including Alzheimer’s disease], diabetes, heart disease and stroke, HIV, mental health disorders, respiratory diseases, substance abuse, hearing and other sensory or communication disorders). Other topics—including access to health care, particularly primary care—are also important in caring for persons with chronic illness. The related topics addressed by Healthy People 2020 are health indicators that emphasize the need to better manage chronic illness to improve the health of the nation.
In 2009, the American Recovery and Reinvestment Act funded the Communities Putting Prevention to Work: Chronic Disease Self-Management Program. This initiative is led by the U.S. Administration on Aging (AOA) in collaboration with the Centers for Disease Control and Prevention and the Center for Medicare and Medicaid Services (CMS). Utilizing local agencies, health departments, and community partners, the program delivers the Chronic Disease Self-Management Program (CDSMP) and enables older Americans with chronic diseases to learn how to manage their conditions and take control of their health, with special attention being paid to low-income, minority, and underserved populations (AOA, 2013).
Other incentives seek to help persons living with chronic illness remain within the community, aided by home-based community services and agency support through self-management programs, and care assistance to prevent costly institutionalized long-term care or hospitalization (Kaye, 2012). For example, for the frailest populations in the United States, the Medicaid Home Care Waiver program offers a choice to children and adults to receive their care at home, instead of in long-term institutional care facilities, through a host of medical, social services, and self-management support (Kaye, 2012). In concordance with this imperative, many individuals and families are choosing to remain at home for their care (Spencer, Patrick, & Steele, 2009).
Middle-Range Theories of Self-Management
Middle-range nursing theories offer an understanding of the theory of self-management by conceptualizing nursing care as based on relationships and coaching and providing guidelines for collaborative decision making. The three theories discussed here are the theory of self-care of chronic illness (Riegel, Jaarsma, & Strömberg, 2012); Ryan and Sawin’s (2009) individual and family self-management theory; and Grey, Knafl, and McCorkle’s (2006)self-management and family management framework, which includes updates by Schulman-Green and colleagues (2012).
The basis of the theory of self-care of chronic illness is the idea that “if health care professionals better understand the processes used by
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clients in performing self-care, they can use this information to identify where clients struggle” (Riegel et al., 2012, p. 195). Three key concepts inform this theory: self-care maintenance, self-care monitoring, and self-care management. Processes that underline self-management include decision making and reflection. In addition, several factors affect the complex process of self-management, including self-care, one’s experience, and skill, motivation, cultural beliefs and values, confidence, habits, functional and cognitive abilities, support from others, and access to care. The theory of self-care of chronic illness includes seven propositions:
There are core similarities in self-care across different chronic illnesses.
Previous personal experience with illness increases the quality of self-care.
Clients who engage in self-care that is purposive but unreflective are limited in their ability to master self-care in complex situations. Reflective self-care can be learned.
Misunderstandings, misconceptions, and lack of knowledge all contribute to insufficient self-care.
Mastery of self-care maintenance precedes mastery of self-care management because self-care maintenance is less complex than the decision making required for self-care management.
Self-care monitoring for changes in signs and symptoms is necessary for effective self-care management because one cannot make a decision about change unless it has been noticed and evaluated.
Individuals who perform evidence-based self-care have better outcomes than those who perform self-care that is not evidence-based (Riegel et al., 2012, pp. 199-200).
According to Ryan and Sawin’s Individual and Family Self-Management Theory (IFSMT), self-management encompasses “dynamic phenomena consisting of three dimensions: context, process, and outcomes” (p. 9). The IFSMT acknowledges the complexity of self-management that occurs within the context of social arrangements (individually, in families, and in dyads) and across developmental levels. Instead of seeing self-management on an individual level, the IFSMT understands self-management on both family and individual levels (Figure 14-1). This theory addresses the complexity of self-management in the three previously mentioned dimensions of context, process, and outcomes.
The framework for self and family management of chronic conditions is designed to provide a structure for understanding factors influencing the ability of individuals and their families to manage chronic illness (Grey et al., 2006; Tanner, 2004). The components of this framework are self-management, risk and protective factors including condition factors, individual factors, psychosocial characteristics, family factors, and the environment (Figure 14-2).
Self- and family management of chronic illness is defined as the decisions and activities that individuals make on a daily basis to manage their chronic health problems (Grey et al., 2006; Improving Chronic Illness Care, 2007; Ryan & Sawin, 2009). In further work on the model, Schulman-Green and colleagues (2012) identified three processes of self-management. The first process, “focusing on illness needs,” includes the activities the individual uses to take care of the body and treatments pertaining to the disease process—in other words, disease management. The second process is “activating resources”; in employing these processes, the individual engages in procuring assistance and support for family, friends, and community. The third process, “living with a chronic illness,” is where the individual places the chronic illness within the context of living and growing as a human—that is, the process of illness management.
For some individuals, particularly those who are older or have cognitive deficits, engaging
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in self-management is an ongoing challenge (Tanner, 2004). The nurse, in turn, is challenged to help the client manage at the level of his or her ability (Jacelon, Furman, Rea, Macdonald, & Donoghue, 2011). The concept of self-management extends the responsibility of individuals with a chronic illness beyond compliance and adherence to managing an ongoing condition within the context of their daily lives. In-home care, it is imperative that the nurse consider both the client’s ability to self-manage and the family’s ability to support the individual’s self-management (Grey et al., 2006).
Figure 14-2 Self-Management and Family Management Framework
The ability of individuals and families to manage chronic illness depends on the severity of the condition, the treatment regimen, the course of the disease, individual and family characteristics, and the environment in which individuals will manage their disease (Grey et al., 2006). The severity of the illness from the perspective of the individual may not be the same as the nurse’s perception. The implications for management may be affected by the meaning of the illness to the individual and family. The etiology of the condition (e.g., a lifestyle disease such as emphysema as a result of smoking or a genetically determined disease) will affect the ability for self-management. The implications for the family in these situations may be guilt or concern for the susceptibility of other family members. The treatment regimen for chronic illness may be complex, requiring significant lifestyle adjustments. Individual factors such as the person’s age, psychosocial situation, functional ability, self-perceived ability to manage the illness, education, and socioeconomic status all contribute to the individual’s ability for self-management. Careful assessment by the
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the nurse is imperative in providing care. Once an assessment is complete, the nurse is in a position to coach the individual or family in managing the illness.
In the model of self-management and family management, outcomes can include decreased symptoms as well as improved individual and family outcomes such as better disease management, improved quality of life, or improved self-efficacy (Grey et al., 2006). The main goal of the model is to help the individual improve his or her health, using the broadest definition of health possible. The nurse should support the self and family’s self-management, teach them the skills needed to improve health, and coach the individual and family on incorporating those activities into their daily lives.
The Meaning of Self-Management
Understanding how older adults living in the community manage their health and make meaning of this experience with supportive care is essential in delivering efficient, cost-effective, appropriate, and respectful care. It is critical to understand this process from the perspective of the older adult. Effective self-management does not happen all at once. Indeed, in a longitudinal study of self-management, Audulv, Asplund, and Norbergh (2012) found that clients assimilated the process of self-management in stages. Immediately after diagnosis of a chronic illness, the individual engaged in seeking effective self-management strategies. This step was followed by considering costs and benefits, creating routines and plans of action, and negotiating self-management that fits one’s life.
How health care is provided and how incentives are determined in delivering care in the community are based on healthcare policy. Personal choice and the meanings of maintaining self-care and managing chronic illness at home among older adults are understood from within the societies in which those individuals live, how formal and informal care services are provided (or not), and through healthcare policy and payer systems.
Kralik and colleagues’ (2004) descriptive study used written autobiography and interviews among nine older adults with a mean age of 60 years. This relatively young sample included six women and three men with osteoarthritis. In the study, participants understood self-management as a multidimensional and complex process “where the purpose was to create order from the disorder imposed by illness” (p. 262). The individuals in this study learned about their response to illness as a process through daily life experiences and adjusted their lives and identity by exploring their limitations. Finding balance emerged as the meaning of self-management, as perceived by people living with chronic illness. Living with the pain of arthritis also affected the participants’ sense of self-esteem, identity, and helplessness, which was contrasted with, and balanced by, the strong and common theme of striving to maintain independence. Although participants knew they needed help with certain activities, and sought this assistance, they focused on what they could do for themselves to recover a sense of value.
Jacelon (2010) used the theoretical framework of symbolic interaction “to understand the meaning older adults attributed to their
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self-care activities” (p. 16). Unstructured interviews, participant logs, and researcher logs identified the overarching theme as “maintaining the balance” among 10 older adults aged 75 to 98 years who managed chronic illness at home. The study participants’ function was either primarily independent or required assistance with instrumental activities of daily living, such as shopping, cooking, and housekeeping. Participants maintained a balanced activity, attitude, autonomy, health, and relationships in their daily lives. This balance included participating in complex activities in maintaining health, such as monitoring health, keeping track of medication, and adjusting to health status changes.
Similarly, in Kralik and colleagues’ study (2004), self-management held a unique place and meaning in the lives of community-dwelling older adults that was broader than the management of their disease(s). Instead, managing illness was seen as part of a larger fabric of self-care strategies that accommodated the prescribed healthcare requirements. These strategies were balanced in ways that sought to maintain independence and autonomy in the individual.
Nicholson et al. (2013) utilized a narrative approach in understanding the experience over time of 15 frail older adults aged 86 to 102 years. This study challenged the negative meaning in which frailty is often viewed and stereotyped. Instead, the meaning of maintaining care at home and being frail was understood as one of the potential for capacity in which new meanings and self-identity emerged. A sense of meaning flowed from states of imbalance when there was the loss in physical, social, and psychological health. Contrasting this was the ability to create new connections and realize well-being beyond that of functional incapacity. Nicholson et al.’s study challenge the current understandings of frailty in older adults at home, instead of holding that affected individuals experience both loss and capacity to create connections to themselves and to others in maintaining this capacity “of relating to their ordinary world in a different way” (p. 1179).
Two studies explored separate aspects of receiving care from family caregivers and formal caregivers. From and colleagues (2007) sought to understand how older adults’ self-management and health was understood in the context of being dependent on healthcare services in their home, while Crist’s (2005) study focused on the meaning of receiving care from family members. In both studies, older adults negotiated their autonomy within the context of dependence on others while maintaining their balance in health and place in the community.
From et al. (2007) studied 19 older adults aged 70 to 94 years, all of whom required assistance in their home from care providers. Experiences of health and illness were described as negative and positive polarities of the subcategories of autonomy versus dependency, togetherness versus being ignored, tranquility versus disturbance, and security versus insecurity. In addition to identifying the overall sense of finding a balance between health and illness, the participants in this study did not focus specifically on their diseases or current health problems. Instead, they identified strategies to adjust in daily life. One important implication from this study was the importance of the continuity of caregivers in maintaining this balance, developing trust and security, and ensuring the caregiver’s ability to honor self-determination of the older adult.
Receiving care specifically from family members was the focus of Crist’s (2005) study. Through the use of interviews and observations, older adults were asked to describe their experience of receiving care from family members as part of their overall self-management. The theme of maintaining the balance between receiving the care they needed and maintaining their autonomy was prominent. Additionally, all nine older adults were comfortable with and accepted family care. The balance was supported by positive relationships with the family caregiver, who encouraged personal growth. The assistance
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the older adult received was not seen as task-oriented, but rather as an inherent part of being in a relationship. Despite receiving variable levels of family care, the older adults viewed themselves as leading autonomous lives (Crist, 2005).
Ebrahimi et al. (2012) described frail elders, who had differing self-perceived health, and highlighted how harmony and balance were achieved in everyday life when the older adults were able to adjust to the demands of day-to-day living in the context of their resources and capabilities. This included being active decision makers and being validated as capable persons. Such a finding is consistent with the goal of human beings to maintain harmony and balance as an experience of self-care and health.
In all of these studies, researchers identified the theme of maintaining balance as essential to self-management. Such a balancing act requires adjustments to complex social, psychological, and physical changes. Balance is achieved through the acceptance of receiving assistance from others while maintaining autonomy and independence to the fullest extent possible. These studies demonstrate the importance of the relationships older adults have with formal and family caregivers and indicate how supportive social interactions promote balance in health and self-care management capacity.
Home as a Self-Care Space
The home as an environment that supports self-care has not been well studied in the literature, although it is often cited as a preferred location for care among older adults (Spencer et al., 2009). In describing the experiences of African Americans, ages 60 to 89 years, with hypertension and cognitive difficulty, Klymko, Artinian, Price, Abele, and Washington (2011) used a semi-structured interview process that focused on the participants’ management of their hypertension.
The environment of the home was considered a safe place and provided emotional support that promoted self-management. Participants in this study found the home and their connection to home to be something that allowed them to emotionally and mentally care for themselves (Klymko et al., 2011, p. 207). These individuals maintained adequate blood pressure control despite their cognitive challenges. Maintaining self-care was challenging, but a home was a supportive location that was meaningful in promoting health.
Self-Determination and Shifting Identities
Self-determination is the ability to control one’s own life and make decisions based on one’s values (Holmberg, Valmari, & Lundgren, 2012). Self-identity is challenged with changes in health status and the need to depend on others for certain aspects of care. This can threaten one’s ability to make decisions and choices. Self-determination is an important aspect of how people choose to care for themselves and the role one takes or does not take in managing one’s health and making self-care decisions.
Three studies sought to understand the meaning of self-management, self-care, and maintaining care at home with assistance among older adults with explicit vulnerabilities. Clark and colleagues (2008) contrasted 12 socioeconomically challenged older adults with incomes at or below the poverty level with 12 older adults with private health insurance and asked each group to describe their perceptions of self-management. Racial diversity was achieved by the equal representation of black and white men and women in both samples.
The in-depth interviews suggested that among the socioeconomically challenged group, the meaning and significance of self-management was limited to taking medications and maintaining physician appointments. In contrast, the more financially secure older adults assumed a broader meaning, which considered the possibility of health promotion and being engaged in mental and physical activities, all as
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part of positive expectations for their health and aging processes.
Using a case study design focusing on life history interviews and participant observations, Donlan (2011) explored the meaning of receiving community-based care in six frail Mexican American elders; men and women were equally represented in the sample. Findings from these interviews revealed the significance of cultural identity that attributed meaning to the context of care being received from community-based care providers. These cultural themes included Latino familism, respect for the aged, gender identity, and religious belief systems. The themes of the study demonstrated that participants identified the meaning of self-care management with family. Participants in this study shared how having an identity as old or frail was not valued by society at large, but contrasted this view with their Hispanic culture, which did value older adults. Maintaining self-care, managing illness, and retaining a positive identity were self-determined by receiving concordance of care within their Hispanic culture.
Nicholson et al.’s (2013) narrative study highlighted how the loss of self-determination was a challenge to study participants’ self-identity and was often provoked by receiving formal care services in the home or through challenges with family caregivers who themselves were experiencing a decline in health status. All narratives in this study referenced challenges to social identity and position in the world due to declining functional ability and chronic illness.
Breiholtz, Snellman, and Fagerberg (2013) studied 12 frail older adults and described how as frail elders became more dependent on caregivers’ help, the older adults’ opportunity to self-determine was greatly challenged. This challenge compromised their self-identity and was very stressful. Unlike the theme of recovery toward balance and acceptance found in other studies, a theme of loss and resignation was apparent in this investigation.
These diverse studies highlight how increased vulnerability and threats to self-identity impact self-determination and expectations of health. Social determinants of health, including socioeconomic status and cultural identity, also affect perceived self-determination and ability to self-manage chronic illness. Individual experiences of dependency on family members and outside agencies can compromise choices and self-care agency, which in turn may dismantle one’s social identity.
Self-Realization as Self-Transformation
Self-realization is understood as the knowledge of the self that can motivate an individual to change or transform. Awareness of one’s needs and desires is part of self-realization and part of self-care management. The theme of self-transformation was noted in the qualitative studies of Dunn and Riley-Doucet (2007) and Söderhamn, Dale, and Söderhamn (2013). Söderhamn et al.’s work revealed an important understanding of self-realization in the ability to actualize self-care and manage complex illness. In their study of actualizing self-care management, actions were taken to improve, maintain, or restore health and well-being among community-dwelling older adults. Motivational themes included carrying on, being of use to others, self-realization, and a sense of confidence in managing the future. In addition to illuminating how older adults find meaning and motivation to manage their care, this study offered the lesson that older people who are able to actualize self-care resources can be valuable for other older adults who may need social contact and practical assistance both as peers and as role models.
The exploration of the phenomenon of maintaining holistic well-being throughout life by Dunn and Riley-Doucet (2007) elucidated how older adults view self-care activities within a holistic framework. In this study, 28 older adults were organized into four focus groups.
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Two of these four groups included racial and ethnic diversity representation. Self-realization of how self-care activities impacted the participants’ physical, psychological, social, and spiritual health was revealed. Faith and spirituality, positive energy, support systems, wellness activities, and affirmative self-appraisal described the context of health. Activities to promote self-care and support self-management included prayer, exercise, altruism, and belief in God, and were essential to maintaining health in older adult’s lives.
Self-realization and transformation are important to self-care management because of how these dynamic personal understandings motivate individuals to act in certain ways that promote health and care for themselves. In both the studies by Dunn and Riley-Doucet (2007) and Söderhamn et al. (2013), the participants strived for an understanding of self and an awareness of what influenced their physical, social, psychological, and spiritual health. The transformation was supported by freedom of choice and finding ways internally (prayer, altruism, belief, self-confidence, desire to live) and externally (being useful to others) to care for one’s self.
These qualitative studies add to our understanding of self-care and self-management because of their broad view of meanings for older adults living at home. Self-care is part of self-management of disease, as well as management of the social arrangements, attitudes, and opportunities to grow from these experiences in self-realization. Self-care management and the integrity of self-identity can be thwarted by caregivers due to a lack of sensitivity, other competing stressors (e.g., low socioeconomic status), and caregiver relationships in which the older adult’s self-determination is impeded.
One salient point highlighted by this review of the literature is that older adult living in the community with multiple medical diagnoses, disease management needs, and self-care needs do not view the meaning of their health and self-care as specifically the self-management of disease(s), nor is illness the central tenet of their health. Rather, managing illness is a process that intermingles with other areas of care and meaning. In fact, it appears that social support and management of relationships determine wellbeing and, therefore, health and ability to manage illness. Areas of disease self-management, such as taking medications and monitoring health, are only a part of the essential activities that allow older adults to maintain stability in health and at home.
Meaning is found in the relationships and activities that support balance, self-determination, and security in daily life. Meaning, as revealed in this literature review, is less about disease management and more about a larger holistic sense of self and home as multidimensional. Self-care management seeks to maintain these balances and polarities that are in danger of being disrupted by illness, reliance on others for care, and older adults’ attitudes in the face of loss. As summarized by Kralik et al. (2004), these studies suggest that clinicians need to reevaluate what represents self-management because the current “prescriptive” approach— one of “adherence” to a particular set of medical treatments and physical monitoring—has little meaning to people living with chronic illness and the means by which they actually manage their lives (p. 265).
These studies suggest that healthcare professionals should pay more attention to the social lives of older adults and not limit the understanding of health to merely managing a set of diagnoses. These studies also offer new insight into functional status and dependency, which is often based on mental or functional disability, and reveal the resourcefulness that older adults demonstrate in caring for themselves and others. Supportive care systems can preserve a sense of meaning and promote autonomy over-dependence in promoting health. Understanding the value of a broader, more holistic sense of self as highlighted in this review is integral.
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In an additional study addressing the self-management needs of vulnerable older adults, Haslbeck, McCorkle, and Schaeffer (2012) looked at research focusing on self-management among older adults living alone late in life. Their integrated review reflects the challenges of chronic illness self-management within the context of difficult living situations, isolation, lack of support, and limited resources while dealing with multiple chronic conditions that need to be actively managed and adjusted. This research also highlights how the majority of studies focus on older women’s challenges in living with chronic illness—comparatively little information is available on older men living alone and their self-management processes. Haslbeck at al. (2012)call for future research to address this disparity. The authors concluded that shifting resources toward the community and home is necessary, as the home is the primary setting in which self-management occurs; they also noted that self-management interventions must be individually tailored because a one size-fits-all approach is ineffective.
Nursing Interventions
Kawi (2012) organized interventions to support self-management into three categories. First are strategies to support patient-centered attributes. such as involving patients as partners, providing education tailored to clients’ specific needs, and individualizing patient care. The second category of interventions includes healthcare professional attributes such as possessing adequate knowledge, skills, and attitudes to promote self-management. The third category of interventions includes organizational attributes such as an organized system of care employing an interprofessional team and appropriate social support (p. 108). Each of these categories is apparent in the interventions discussed here.
Interprofessional collaborative care is essential in the management of chronic illnesses, and nurses as leaders are key in asserting a direct relationship with clients to promote the management of chronic illness over time while respecting the goals and readiness of the client. Holman and Lorig (2004) highlighted elements of chronic disease management that change the way the healthcare system must respond. Chronic illness management calls for an ongoing partnership between healthcare professionals and their clients. It is important for healthcare professionals to understand that the client knows the most about the consequences of mismanagement of disease and to take advantage of that knowledge. The client and the healthcare professional must share complementary knowledge and authority in the healthcare process to achieve the desired outcomes of improved health, ability to cope, and reduction in healthcare spending (p. 239). The following nurse-led interventions highlight innovative approaches to promoting client self-management of chronic disease and are included here as examples: coaching, medication management, and group visits.
Coaching as a Technique to Enhance Self-Management and Family Management
In the chronic care model (CCM), one key component is self-management support (Wagner, 1998). Nurses are in an excellent position to coach the client and family in the management of the chronic illness. Coaching is a strategy in which the nurse uses a combination of education, collaborative decision making, and empowerment to help clients manage their health needs (Butterworth, Linden, & McClay, 2007; Huffman, 2007, 2009). Health coaching may also include active listening, questioning, and reflecting (Howard & Ceci, 2013). This intervention has its roots in substance abuse counseling and has been found to be a relatively short-term, successful strategy. Health coaching is a client-centered approach to care in which the focus is on the issues and barriers to self-management.
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To use health coaching, the nurse begins by asking the client what he or she is most concerned about. In this way, the nurse can capitalize on the client’s interest in resolving or managing a particular problem. The next step is to validate the client’s feelings about his or her capacity to manage the problem. Following this, the nurse might help the client develop solutions to the problem by asking which strategies the client has used in the past and which strategies he or she might like to try (Huffman, 2007).
Medication Self-Management
One aspect of self-management of chronic illness is the management of medications. Care providers monitor the therapeutic and side effects of the medication as well as client management of complex therapeutic plans of care. Self-management of medications from the client’s perspective requires organization, tracking, self-monitoring (e.g., blood sugar, weight, vital signs), and record keeping. Self-organization of medication regimens, either independently or with support, may require using technologies such as medication planners and cueing systems. Effective self-management implies that the client will report concerns or complications such as side effects, adverse effects, or lack of therapeutic improvement at the client’s regular meetings with healthcare professionals.
Medication self-management includes the processes of accessing medications, obtaining refills, and negotiating costs. It also includes routine follow-up for medical appointments, laboratory monitoring, advocating for medication list review, and possible medication reductions in cases of complex polypharmacy. Seeking out and engaging in education vis-à-vis adjusting to changes in medication regimens is required as well.
As identified in the theory of self-care of chronic illness (Riegel et al., 2012), there is a need for both critical thinking and reflection in this process. Social supports, family, and healthcare professional interactions may all influence the outcomes of medication safety and chronic illness management. The nurse’s role in supporting client self-management of medications occurs within the context of interprofessional collaboration with the pharmacist, insurers, case managers, and physicians, as well as directly with the client in the ongoing assessment, communication, behavioral and psychosocial support, and education.
A MODEL OF MEDICATION SELF-MANAGEMENT
In a qualitative nursing study of 19 older adults aged 64 to 96 years, who were taking an average of 8.68 medications each day, Swanlund, Scherck, Metcalfe, and Jesek-Hale (2008) identified themes in the successful self-management of medications that included “successful self-managing of medications, living orderly, and aging well” (p. 241). The processes identified in this study required high levels of the organization to successfully self-manage medications and included establishing habits, adjusting routines, tracking, simplification, valuing medications, collaborating to manage, and managing costs (p. 241).
The theme of living orderly was how participants incorporated medications into their day-to-day activities and included organizing daily routines and making order out of complexity despite physical limitations (Swanlund et al., 2008). The attitude was also linked to successful self-management of medications and was part of aging well, being active, and maintaining a self-perception as being healthy. Figure 14-3 summarizes this model of medication self-management.
NURSING CARE COORDINATION, TECHNOLOGY, AND MEDICATION SELF-MANAGEMENT
In a randomized clinical trial to test the efficacy of using nursing care coordination and technology with the health status outcomes of frail older adults in medication self-management,
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Marek et al. (2013) recruited 414 older adults who had difficulty in managing their medications. A team of advanced practice nurses and registered nurses coordinated care for 12 months for the two intervention groups. All participants received a pharmacy screen; the control group received no intervention beyond this pharmacy screen. The two intervention groups received nurse care coordination related to self-management. One intervention group received an additional medication dispensing machine (an automatic medication dispensing technology known as MD.2) or a medication planner (a prefilled medication box).
The study was guided by the IFSMT theoretical framework and viewed self-management as a complex and dynamic phenomenon incorporating context, process, and proximal and distal outcomes (Ryan & Swain, 2009). The range of the mean age of participants was 78.2-79.6 years; the majority of participants in each group were female and primarily white. Results of this intervention study showed that care coordination led by nurses had a beneficial effect on the health status outcomes of cognitive function, depressive symptoms, functional status, and quality of life (Marek et al., 2013). The medication planner and nursing care coordination were effective in supporting client self-management and improved clinical health outcomes.
Advanced Practice Nurse-Led Group Visits
A salient aspect of supporting self-management focuses on the psychosocial aspects of behavior change to promote health and wellness. It is also essential to collaborate with clients and provide encouragement and support to increase self-confidence and self-efficacy. Strategies to Support Self-Management in Chronic Conditions: Collaboration with Clients is an evidence-based practice guideline created by Registered Nurses Association of Ontario, Canada, and published by the Agency for Healthcare Research and Quality (AHRQ, 2010). These strategies include the “Five A’s Behavioral Change Approach.” Nurses utilize the “Five A’s”—of assess, advice, agree, assist, and arrange—to improve outcomes in patients with chronic illness and incorporate multiple self-management strategies. The following strategies are addressed with the “Five A’s”:
Establishing rapport
Screening for depression
Establishing a written agenda for appointments
Assessing the client’s readiness for change
Combining effective behavioral and psychosocial strategies with self-management education processes
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Encouraging monitoring methods and self-management techniques (e.g., diaries, logs, personal health records)
Establishing goals, action plans, and monitor progress
In addressing self-management needs that incorporate these areas of psychosocial support, a strategy that is gaining popularity is the group visit (GV). Advanced practice nurses are in an ideal position to promote self-management strategies through group visits in primary care. Because clients with specific chronic illnesses may have similar needs, group visits can be effective methods of clinical intervention and action. In addition, group visits may provide psychosocial support, peer connections, and motivation.
Simmons and Kapustin (2011) reviewed studies focusing on the group visit for clients living with type 2 diabetes mellitus. Nine studies were reviewed. The average group size was 8-20 and lasted for 2 hours. Simmons and Kapustin’s review of the evidence revealed that group visits yielded positive client satisfaction, improved perception of continuity of care by clients, increased knowledge about diabetes, improved quality of life, and increased self-monitoring. Clients reflected more positive attitudes regarding a group visit for self-management of their diabetes as compared to a routine office visit.
Four studies in this review revealed positive financial impact through a decrease in emergency department visits and an increase in healthcare provider productivity. Group visits may be reimbursed per insurance standards. Improvement in client outcomes was also apparent in several studies in the form of decreases in HgbA1c, improved lipid management, and improved documentation of American Diabetes Association health screening indicators such as foot examinations.
Group visits often include interprofessional collaboration between teams of healthcare professionals and clients. Although data are still relatively limited regarding the incorporation of group visits into primary care, Simmons and Kapustin’s (2011) review does suggest positive outcomes and the need for more research in this area of practice implementation.
In addition to group visits, other technological innovations can be added to stay connected with clients and support their chronic illness experience both independently and in group formats. Email reminders, virtual education platforms, telemonitoring, and online support groups are all options for individuals living with a chronic illness who require ongoing self-management support and are ideal ways to incorporate the “Five A’s” while fostering connections.
Advanced practice nurses are ideal leaders of these programs because of their knowledge of chronic disease; implementation of evidence-based practice; systems leadership for quality improvement; and abilities to apply client care technology for the improvement of health, prevent complications, work well in interprofessional teams for improved client outcomes, and utilize advanced nursing skills including those that are client-centered and provide psychosocial support (American Association of Colleges of Nursing, 2006).
Ethical Considerations in Self-Management
It is important to acknowledge the ethical issues that are largely based on structural issues within the U.S. healthcare system in the implementation of self-management programs for persons living with chronic illness. The fundamental imperative of self-management is the positive outcome from increased client involvement in care, which offers the client the personal benefits of the agency, self-efficacy, and empowerment while improving health outcomes. These are ethical aims. However, as Redman (2007) notes, some very important ethical issues remain unaddressed. Redman (2007) identifies four central
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ethical issues in the move toward client self-management of chronic illness:
Access is far from guaranteed. Availability of appropriate preparation so that clients and families are sufficiently competent at self-management is necessary to avoid harm.
The appropriate philosophy of client empowerment that has accompanied part of the self-management movement rings hollow if the process makes the client responsible without assuring the means of self-management or competent medical care.
There is the assumption that education is noninvasive, not requiring formal informed consent.
The potential for widening the gap between the “haves” and the “have-nots” in health care is very real, as the “have-nots” struggle with low literacy, the resulting inability to self-educate, and lack of access to educational materials and teachers matched to their learning needs (Redman, 2007 pp. 245-246).
Addressing these four ethical considerations requires providing uniform access to quality self-management support and competent care, addressing healthcare disparities, and acknowledging that harm may be related to educational interventions and inadequate support for self-management while still maintaining the expectation for clients to self-manage their conditions. Among these ethical issues, there may also be a tendency to blame persons living with chronic illness who are doing poorly or whose chronic illness is complicated by other comorbidities and/or psychosocial issues.
Outcomes
In addressing the needs of persons living with multiple chronic conditions, the Department of Health and Human Services (2010) published a framework with four goals:
Goal 1: Foster healthcare and public health system changes to improve the health of individuals with multiple chronic conditions.
Goal 2: Maximize the use of proven self-care management and other services by individuals with multiple chronic conditions.
Goal 3: Provide better tools and information to healthcare, public health, and social services workers who deliver care to individuals with multiple chronic conditions.
Goal 4: Facilitate research to fill knowledge gaps about and interventions and systems to benefit individuals with multiple chronic conditions.
Grey, Knafl, and McCorkle (2006) describe effective self- and family management of chronic illnesses as being measured by several outcomes across a range of general domains, including condition outcomes, individual outcomes, family outcomes, and environmental outcomes.
Condition Outcomes
Improved condition outcomes are the main goals of chronic disease self-management. The outcomes of improved health, prevention of complications of chronic illness, and the prevention of worsening chronic conditions are key measures of effective self-management. For example, improved HgbA1c levels in persons living with diabetes, improved peak-flow measurements in persons living with asthma, and improved functional mobility in persons living with arthritis are all measurable condition outcomes that are associated with evidence of improved health and a result of improved self-management. Likewise, decreased hospitalization and emergency department use are measures of improved management of chronic conditions.
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Individual Outcomes
Individual outcomes are related to the quality of life and well-being for the individual and his or her family. Quality of life is important to living with chronic illness and functioning well in the management of chronic conditions. Outcomes related to the quality of life include positive behavioral change, self-confidence, and self-efficacy. Well-being and health are subjective experiences and defined by the individual.
Family Outcomes
Family outcomes reflect the relationship within the family system and indicate how management of chronic conditions and self-management outcomes are influenced by this system. Enhanced family self-management focuses on the well-being of the family and its function.
Environmental Outcomes
Environmental outcomes extend the outcomes of quality of life, health condition, individual well-being, and family well-being to the larger environment, such as the healthcare system. Environmental outcomes reflect how improved self-management by clients and families impacts the cost of health care and healthcare utilization.
Proximal Versus Distal Outcomes
In their IFSMT model, Ryan and Swain (2009) described outcomes as being either proximal or distal outcomes of effective self-management. For example, the proximal outcomes of self-management are specific to the conditions, risk factors, and management of the condition. Distal outcomes are related to the success of the proximal outcomes and include costs associated with health care.
According to Ryan and Swain (2009, p. 10), outcomes fall into three primary categories: health status, quality of life, and cost of health. Cost of health includes both direct costs—that is, the monetary cost to manage a healthcare issue (e.g., medications, healthcare visits, durable medical equipment)—and indirect costs— that is, loss of productivity, absenteeism from work, lost leisure time, and disability (DeLong, Culler, Saini, Beck, & Chen, 2008).
Client-Reported Outcome Measures
To assess the results from client-reported outcome measures (also known as patient-reported outcome measures [PROMs]) in chronic disease self-management, a framework has been developed by Santana and Feeny (2014). This framework provides insight into clinically effective outcomes. PROMs range from distal to proximal and include proximal outcome measures in the domain of communication as outcomes of client-clinician communication, client-family communication, clinician-clinician communication, and clinician-family communication. The proximal outcome of client engagement includes shared decision making. Client management, client satisfaction, clinician satisfaction, client adherence, and client condition outcomes are all interrelated and measurable. This framework can be used to develop interventions to improve the care of persons living with and managing chronic conditions and to evaluate these interventions after they are implemented (Santana & Feeny, 2014).
National Study of Chronic Disease Self-Management
Ory and colleagues (2013) investigated how the Chronic Disease Self-Management Program (CDSMP) affected health outcomes, individual outcomes, and healthcare cost utilization over a 6-month time frame. The CDSMP is an evidence-based program that has been disseminated through aging-service networks nationally across 22 states through the Administration on Aging (AOA, 2013);
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it is funded by the American Recovery and Reinvestment Act.
This study used a pre-post longitudinal design and assessed 903 participants from 17 states (English and Spanish speaking) at 6 months. Primary and secondary outcomes of participants in the CDSMP were followed. Primary outcomes included role management, emotional management, and medical management. Specifically, social role and activity limitations, depression, and communication with physicians all improved significantly from baseline at the 6-month follow-up point. Secondary outcomes included self-assessed health status, health-related behaviors, and healthcare utilization over the past 6 months. Significant improvements were noted in increased physical activity and less healthcare utilization (i.e., decreased emergency room visits and hospitalization).
Conclusion
Self-management of chronic illness combines the elements and behaviors of client self-care with the management of disease and encourages clients to be active agents in managing their illnesses. Self-management is achieved through the use of strategies such as self-monitoring and organization of medications and treatments. Effective self-management occurs in partnership with others. Clients, families, communities, and healthcare professionals influence an individual’s confidence, motivation, and ability to manage complex illnesses daily.
Self-management requires both critical thinking and reflection. Ultimately, nurses and healthcare professionals need to understand that clients are the experts in their disease “when they are able to achieve a level of self-agency that does not rely on healthcare professionals taking the lead role in management” (Koch, Jenkin, & Kralik, 2004, p. 490). Self-management of chronic illness is a shift away from the medical paradigm and is a relationship-based, client-centered model of care.
Evidence-Based Practice Box
A 12-month parallel randomized controlled trial was used to evaluate an online disease management system that supported clients with uncontrolled type 2 diabetes. The sample included 415 clients with type 2 diabetes with baseline glycosylated hemoglobin (HgbA1c) values of 7.5% or greater. Most of the clients (382 people) completed the study. The setting for the study included primary care sites from a large, integrated group practice that shared electronic health records.
The intervention included the following elements: wirelessly uploaded home glucometer readings with graphical feedback; comprehensive client-specific diabetes summary status report; nutrition and exercise logs; insulin record; online messaging with the client’s health team; a nurse care manager and a dietitian who provided advice and medication management; and personalized text and video educational “nuggets” dispensed electronically by the care team. The HgbA1c level was the primary outcome variable.
Compared with clients who received the usual care, the intervention group had significantly reduced HgbA1c levels at 6 months. At 12 months, the differences were not significant. In post hoc analysis, significantly more intervention-group clients had improved diabetes control (more than a 0.5% reduction in HgbA1c) than usual-care clients.
The implications are that a nurse-led, multidisciplinary health team can manage a population of clients with diabetes in an online disease management program. Clients demonstrating continuous engagement through sustained uploading of glucose readings achieved better results.
Source: Tang, P. C., Overhage, J. M., Chan, A. S., Brown, N. L., Aghighi, B., Entwistle, M. P.,… Young, C. Y. (2013). Online disease management of diabetes: Engaging and Motivating Clients Online With Enhanced Resources-Diabetes (EMPOWER-D), a randomized controlled trial. Journal of the American Medical Informatics Association, 20,(3), 526-534.
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CASE STUDY 14-1
You are a nurse working in a busy primary care office and are in charge of a telephonic health intervention program to provide disease self-management to clients with multiple chronic conditions. The first self-management goal is to address medication self-management. You are preparing for your first call to a middle-aged gentleman who is living with poorly controlled diabetes, hypertension, hyperlipidemia, and newly diagnosed chronic obstructive pulmonary disease.
Discussion Questions
How do you begin your telephone call to introduce yourself and the self-management program?
The patient admits to not taking his medication regularly, especially his insulin because he finds it difficult to take time during the day to monitor his blood sugar. How would you respond to this statement?
Which type of strategies will you use to assess this client’s readiness to change his behavior?
Which questions will you ask to better understand his family and social supports and their influence on his disease self-management?
CASE STUDY 14-2
As an advanced practice registered nurse (APRN), you are writing a proposal to your practice manager in a busy internal medicine large group practice; the proposal seeks to begin diabetes group visits (DGVs) for clients with type 2 diabetes mellitus. Your plan is to start your DGVs within the next 2 months. You have already mentioned this potential project to several of your clients, and there is a great deal of interest. The practice manager is reluctant to approve this new method in delivering health care, as this is not something the practice has done before. The manager would prefer you to continue seeing your clients individually. She sees no benefit in group visits and is not ready to support this practice innovation.
Discussion Questions
Which evidence would you use to support client outcomes of DGVs?
How would you explain how DGVs would impact your productivity and reimbursement?
Describe how the group visit is an effective model for the care for all chronic illnesses.
Which other innovations or uses of technology might also be an adjunct to the care of persons living with chronic illness to support and improve self-management?
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STUDY QUESTIONS
How would you describe a chronic disease self-management program to a person and his or her family living with a newly diagnosed chronic disease?
Discuss factors that make disease self-management programs successful.
What are the three dimensions of self-management according to the IFSMT?
Why is it necessary to think critically and be reflective to self-manage one’s chronic illness?
Which types of activities do persons need to be able to do to self-manage chronic illness?
Which strategies might a nurse use in leading a chronic disease self-management program for persons and their families living with multiple chronic conditions?
Internet Resources
Primary care resources and supports (PCRS) for chronic disease management: http://improveselfmanagement.org
Stanford University School of Medicine, Chronic Disease Self-Management Program: http://clienteducation.stanford.edu/programs/cdsmp.html
National Council on Aging, Chronic Disease Self-Management Fact Sheet: http://www.ncoa.org/improve-health/center-for-healthy-aging/contentlibrary/CDSMP-Fact-Sheet.pdf
Institute for Health Improvement (IHI), Self-Management Toolkit for People with Chronic Conditions and Their Families: http://www.ihi.org/knowledge/Pages/Tools/SelfManagementToolkitforClientsFamilies.aspx
Acknowledgment
The author would like to thank Judith E. Hertz for her work on the chapter entitled Self-Care in the eighth edition.
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Self Management in Individuals Chronic Illness Sample Answer
Disability is a physical or mental condition that restricts a person’s ability to move, sense or undertake activities. Disabilities can arise following impairment of an individual’s body structure for instance loss of memory or loss of a limb in an accident. Moreover, disability can be associated with birth defects which end up affecting a person in later stages of life a good example is Down’s syndrome which develops as a result of chromosome abnormalities (Huether & McCance, 2016)… Conversely, chronic illness refers to a disease that lasts for 3 or more months and cannot be prevented by vaccines or cured by medication. These conditions can either be acquired or inherited. An example of a chronic illness that is inherited is diabetes type I whereas hypertension is a chronic illness that may develop as a result of one having a sedentary lifestyle.
They cannot be used interchangeably. This is because disability is not an illness but a body condition that impairs the body activities, and which can be as a result of sickness or a person is born with. On the other hand, chronic illness refers to a disease which attacks a person at any stage in life although a person can be born with it.
The legal implications are; the right to access information on how to manage their disabilities and the right to resources to help them manage their disability. The legal implications are; the right to access to resources to help them manage the chronic illness as well as the right to access information on how to manage the chronic illnesses.
The actions to be implemented by RN are; providing special requirements like special education needs they should also provide comprehensive treatment plan as well as monitor the progress of individuals with chronic illness.
Self Management in Individuals Chronic Illness Reference
Huether, S., & McCance, K. (2016). Understanding pathophysiology (6th ed.). St. Louis, MO: Elsevier.
Implications for Managers and Modern Management Order Instructions: Implications for managers
Previous modules have made reference to important themes that permeate multiple aspects of modern management practice.
Implications for Managers and Modern Management
Prominent amongst those themes are the emergence of a more inclusive concept of what is meant by organisational stakeholders, an increased emphasis on ethical and socially responsible corporate behaviour, and a growing recognition of both the benefits and the costs of adopting rapidly developing technology.
In this Essay you should consider the impact of new approaches to the implementation of change on the attitudes of firms to those themes.
Implications for Managers and Modern Management Sample Answer
ODC COLL W7
A number of organisational owners would recognize the fact that they are managing in periods of turbulence and accelerating change. In addition, there is a consensus about the forces and patterns that are challenging their outdated perception of competitiveness and profitability. This essay discusses the effect of new approaches to the implementation of change in the attitudes of firms to organisational stakeholders, an increased emphasis on ethical and socially responsible corporate behaviour, and a growing recognition of both the benefits and the costs of adopting rapidly developing technology. New approaches can cause negative or positive effects when it comes to implementation of change. For instance, technology can be important in the implementation of change, such that it is transforming not just markets, but improving burdensome roles, customize production while leading to significant labor displacement. Modern technology facilitates decentralization of decision making without necessary losing ‘control’ and introducing flexible and less hierarchical arrangements (Majumdar 2014).
On the other hand, ethical and socially responsible corporate practices, dictates every organisation to respond to change in its own way based on the main competencies and interests of stakeholders ( Balmer & Burghausen 2015). Ethical and socially responsible corporate practices is a vital principle regarding the linkage between the wider community and the business, which requires a firm to not just implement it but also sustain it for a long period. A number of firms are remarkably making changes in their ethical and social practices. Whether due to changes in customer behaviour, pressure from different interest groups or liberal organisational managers, companies are becoming more liable. The changes typically start with transforming the manner in which organisations are managed. This can lead to effective ethical and socially responsible practices.
In most cases, it is regarded as an investment rather than an expense, similar to quality management. Moreover, ethical and socially responsible practices are associated with profitability. That is there is no effective ethical and socially responsible behaviour without returns. A main social responsible practice many organisations do is being profitable (Roshan, Owen & Brooks 2014). Profits are important for various purposes including rewarding investors, providing sustainable employment opportunities, pay decent salaries and taxes; development of new brands, and contribute to the success in the communities they operate (Martí-Ballester, 2015). For many years, ethical and socially responsible corporate practices can generate huge profits. However, it should be integrated in such way that management aims at achieving maximum balance in a bid to meet the different requirements of interested parties and stakeholders. The integration of societal requirements this approach assumes that the organisation has ethical and socially responsible corporate practices (Popa & Salanta 2014). As business environment changes, so do the need for prosperity and competitive advantage. Due to such changes in the market, developing a deep and strategic association with organisational stakeholders, corporate structures can be key places of competitiveness and survival. Such relationships can be the basis for new, progressive and individual-centered strategy that attack sources rather than signs of difficulties companies face currently.
By and large, modern management practices involve various themes including organisational stakeholders; ethical and socially responsible practices; rapid technology among others. These factors play an important part of investment choices of different investors. The pressure can exercise extreme effect as rapid technological development on the performance of firms. For that reason, they are important things for firms to take into account when implementing change.
Implications for Managers and Modern Management Bibliography
Balmer, J.M.T. & Burghausen, M. 2015, “Introducing organisational heritage: Linking corporate heritage, organisational identity, and organisational memory”, Journal of Brand Management, vol. 22, no. 5, pp. 385-411.
Martí-Ballester, C.P. 2015, “Investor reactions to socially responsible investment”, Management Decision, vol. 53, no. 3, pp. 571.
Majumdar, R. 2014, “Business decision making, production technology and process efficiency”, International Journal of Emerging Markets, vol. 9, no. 1, pp. 79-97.
Popa, M. & Salanta, I. 2014, “Corporate social responsibility versus corporate social irresponsibility”, Management & Marketing, vol. 9, no. 2, pp. 137-146.
Roshan, B.B., Owen, C. & Brooks, B. 2014, “Organisational features and their effect on the perceived performance of emergency management organisations”, Disaster Prevention and Management, vol. 23, no. 3, pp. 222-242.