Patient education and self management

Chapter 6 Patient education and self management



Alison Hammond, PhD MSc BSc(Hons), DipCOT FCOT Centre for Rehabilitation and Human Performance Research, University of Salford, Greater Manchester and Derby City General Hospital, Derby Hospitals NHS, Foundation Trust, Derby, UK



Karin Niedermann, MPH BScPT, Institute of Physiotherapy, University of Applied Sciences, Winterthur and Department of Rheumatology, University Hospital Zurich, Switzerland















DEFINING PATIENT EDUCATION


Patient education is any combination of planned and organized learning experiences designed to facilitate voluntary adoption of behaviour and/or beliefs conducive to health (Burckhardt et al 1994).


This definition points out the main issues of patient education: interventions ought to be planned just as in any other therapeutic intervention. This requires assessment of patients’ educational needs, definition of educational goals, clear plans and procedures for achieving these and (re)evaluation. Targets may be attitudes, beliefs, motivation and behaviour. A basic knowledge and understanding of the disease and possible interventions is helpful, but knowledge does not necessarily lead to changes in attitudes and behaviour. A systematic approach should be used as knowledge, attitudes, values, emotions and behaviours influence each other. The patient’s decision for behavioural change is always voluntary – the health professionals’ task is to provide effective interventions and optimal learning situations. A summary of patient education approaches is provided in Table 6.1.


Table 6.1 Summary of patient education approaches



















APPROACH EDUCATIONAL METHODS EXAMPLE
Educational Information Using a teaching approach, e.g. short lectures, explanations, written information.
Counselling Counselling Communication approach, specifically adapted to and reinforcing individual’s motivation
Psycho-educational Cognitive behavioral interventions
Motivational interviewing
Assessing and enabling changes in beliefs and attitudes; problem solving; skills training; goal-setting and contracting; home programmes.





DEVELOPING PATIENT EDUCATION INTERVENTIONS: A 7-STEP APPROACH


Taal et al (1996) suggested a 7-step approach for the development, conduct and evaluation of patient education (Box 6.1). This structure is applied in this chapter.




STEP 1: ANALYSE THE PROBLEMS


It has consistently been demonstrated that effective interventions ought to be tailored to the needs of the individual patient. Before developing a patient education intervention, a careful and thorough analysis of the patient’s health behaviour in relation to his/ her health problem is needed. This analysis aims to understand possible determinants for the patient’s coping and self-management abilities.


Coping with a chronic disease is a lifelong and daily challenge. Disease acceptance and coping with a chronic disease is an interaction between person and disease. It matters which life aspects are important to an individual and how the disease interferes in the patient’s life. Limitations in physical ability might be a huge problem for one individual, whereas another person perceives the impact on social networks, e.g. loss of friends, as much more important.


Important factors influencing health behaviour and coping are:






There is evidence that individual beliefs and attitudes are better predictors of patients’ abilities to cope with the illness than disease severity, age or gender (Buchi et al 1998) (Fig. 6.1).




Beliefs or cognitions: sense of coherence, health locus of control, self-efficacy


Sense of coherence (SOC) is considered as an adaptive dispositional orientation (i.e. within the personality) that enables coping with adverse experience (Antonovsky 1979, 1990, Eriksson & Lindstrom 2006). SOC integrates the meaningfulness, comprehensibility and manageability of a situation or disease. The more a person is able to understand and integrate (comprehensibility), to handle (manageability) and to make sense (meaningfulness) of an experience or disease, the greater the individual’s potential to successfully cope with the situation or the disease. As it is a personality trait it is more likely to be a predictor of behaviour than a factor to influence in interventions. High SOC is associated with perceived good health and predictive of positive health outcomes (Eriksson & Lindstrom 2005).


Health locus of control (HLC)(Rotter 1954) differentiates between whether people attribute an outcome to their own abilities or actions and, as such, is under their personal (internal) control (e.g. I did not exercise enough today because I was not in the mood, or did not put in enough effort) or whether an outcome is independent of one’s actions (external control), attributing it to fate or chance (e.g. bad weather, no time, no social support). Findings related to HLC predicting health behaviour are weak and inconsistent (Wallston 1992) (see Ch. 5, Section 4).


Self-efficacy theory is considered as one of the most powerful determinants of behaviour (Bandura 1977). The confidence a person has to successfully execute a specific behaviour or task in the future, i.e. (self)-efficacy expectation, and the person’s belief that the desired behaviour has a positive effect, i.e. outcome expectation, determine the initiation of the process to perform a behaviour, to expend effort and to continue to do so when difficulties are arising (Bandura 1990). (See Ch. 5, Section 4).


Self-efficacy refers to perceived ability in specific domains of activities. It is a specific state, although a variety and range of positive mastery experiences may lead to a general sense of self-efficacy (Bandura 1977). A patient with rheumatoid arthritis (RA) might very well have high self-efficacy to follow a drug prescription correctly but low self-efficacy for using joint protection methods correctly.


Patients with chronic diseases who demonstrate high self-efficacy have a better prediction for rehabilitation outcome (Hammond et al 1999). In people with RA, higher self-efficacy has been shown to be associated with better ability to cope with their disease, as well as with better current (Taal et al 1996) and future (2 and 5 year) health status (Brekke et al 2001, 2003).





Adherence to treatment


Non-adherence is considered as one of the main barriers to the effectiveness of treatment interventions (Carr 2001). The following factors are important determinants of adherence:




No concerns regarding possible side effects: this is true for medication (Neame & Hammond 2005), as well as for non-pharmacological interventions such as wearing wrist working splints (Agnew 1995, Veehof et al 2008). Symptom seriousness was an important factor for adherence, whereas concerns about splints reducing function were reasons for stopping wear (Veehof et al 2008)

Positive interaction with health professionals: patients generally appreciate an equal dialogue with health professionals (Lempp et al 2006). It has been shown that physician-patient communication can positively or negatively influence health outcomes and effectiveness of health care delivery (Teutsch 2003)

Readiness to change (see Step 2, the Transtheoretical model)

Confidence in having the necessary skills (self-efficacy): the confidence in one’s ability to perform a given behaviour is strongly related to one’s actual ability to perform that behaviour (Bandura 1977). For example, self-efficacy was found to be the only determinant for medication compliance (Brus et al 1999). People in the process of behavioural change generally move from lower to higher self-efficacy (Keefe et al 2000)




Social support


Family and friends form a social network that may be a source for social support. However, this may be perceived as positive or problematic, contributing to decreased or increased depression respectively in people with RA. Size and perceived availability of social network contribute to reducing negative affective reactions of patients with RA (Fitzpatrick et al 1988). Support is problematic when it is not needed or desired or when it does not meet the recipient’s needs. Both, positive and problematic support were demonstrated to be associated with coping and depression with arthritis (Revenson et al 1991) and lack of sympathy and understanding from the social network contributes to fatigue (Riemsma et al 1998). Positive and negative social support has the same effects on men and women, but effective social support strategies differ between men and women (Kraaimaat et al 1995). For women, it is their perceived degree of emotional support, whilst for men it is the number of friends that significantly contributes to support.


There are inconsistent findings as to whether family members should participate in self-management education programmes. There are studies reporting no effects (van Lankveld et al 2004) or even negative effects on self-efficacy and fatigue (Riemsma et al 2003a,b). Positive effects have also been identified, such as high levels of satisfaction with social support and positive quality of life outcomes (Minnock et al 2003), quality of marital status and pain severity (Waltz et al 1998).



STEP 2: MAKE USE OF A THEORETICAL MODEL


As with other therapeutic interventions, patient education must be planned and goal oriented, thus including assessment, intervention and evaluation. What are the aims of the new patient education programme you want to develop and thus what elements should be included? Which components have been demonstrated to work successfully in changing patients’ attitudes, beliefs and behaviour? There is a wide range of theories and models to guide practitioners in designing effective and efficient patient education interventions.


Several models and theories are commonly used in patient education.








The Theory of Reasoned Action and Theory of Planned Behaviour


The Theory of Reasoned Action (Fishbein & Ajzen 1975) and the Theory of Planned Behaviour (Ajzen 1985) (see Ch. 5) also consider intention and perceived control as other important determinants for health behaviour. Intention towards a behaviour is shaped by the person’s attitudes and subjective norm (expectancies of social environment) which act as pros and cons towards a behaviour. Perceived control emerged from work on locus of control and perceived self-efficacy and it was assumed that intention and perceived control interact.


The implications for patient education are:







The Transtheoretical Model


The development of the Transtheoretical Model (TTM) (Prochaska et al 1992) was an important step to better understand behavioural change, demonstrating that individuals cycle through a series of five stages of readiness to change when modifying health behaviours.


In the pre-contemplation and contemplation stages there is no or little problem awareness and thus no intention to change in the future (i.e. the next 3–6 months). In the preparation stage taking action is planned for the near future (i.e. within a month). In the action stage activities are performed to modify behaviour, experiences or the environment and in the maintenance stage the new behaviour is consolidated and integrated into daily life (i.e. it is performed regularly over at least 6 months). Behaviour change takes time and regression, i.e. relapse into previous behaviours, is the rule rather than the exception, visualised by the spiral pattern of the TTM (Fig. 6.4).



The second key construct relates to the processes of change, i.e. the strategies that are important when moving from one stage to the next. In the lower stages (1–3) cognitive and affective strategies are important, whereas in the upper stages (4 and 5) behavioural processes are most important. The TTM states that lower stages of change are associated with lower levels of self-efficacy, in which the cons are more important than the pros. In contrast, in the upper stages behaviour performance is associated with higher levels of self-efficacy and pros outweigh cons.


The implications for patient education are:









Jul 3, 2016 | Posted by in RHEUMATOLOGY | Comments Off on Patient education and self management

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