Abstract
This article examines missed care through dialogues examining the perceptions of nurses in regard to missed care occasions. Using a critical discourse analysis (CDA), the study explores the truth claims of participants who describe the challenges they encounter in daily attempts to deliver what they consider effective patient care. These are compared to the mandates of state and organisational policy prescribing clinical practice. The boundaries of tension that are expressed by nurses within the milieu of missed care are explored through in-depth interviews. CDA is interested in social organisation and the interplay of people's activities within it, the focus being on how they construe and internalise such activity. Nurses' perceptions and realities become central to any investigation because they are often organised by more than their own intentions or motivations, with influences such as professional standards or organisational rules subconsciously locating their reality. Instead of identifying occasions of omitted care, nurses spoke of constraints related to budget, staffing, skill mix and mandated policy as constraining their ability to complete care activities. Factors emerged that suggest that missed care is the consequence of routinised and standardised practice, cited as cost effective care, at the expense of professional autonomy.
Introduction
Workforce shortage, stress and working conditions have been topics of interest in nursing for decades (Hayes et al., 2012). For nurses, working conditions directly impact on their ability to provide safe and effective care (Ausserhofer et al., 2013). When those conditions impinge on nurses' ability to carry out their work, then care is missed, rationed or left undone (Jones et al., 2015). It is also known that when making mistakes in care delivery, the resultant emotions of the nurse transcends both personal and professional boundaries that are ethically and morally charged (Oh and Gastmans, 2015). Whilst the emotional connections of nursing work have been explored (Bartram et al., 2012; Biron and Van Veldhoven, 2012; Bolton, 2000), it has not necessarily been examined from the viewpoint of why nurses leave work undone (Kalisch et al., 2009). Moreover, recent literature contends that the emotional labour construct is no longer relevant in today's rapidly changing, technologically driven, health care environment (Johnstone and Hutchinson, 2015). Despite these standpoints on nursing work, it does not detract from the fact that care is routinely missed in today's budget driven health care milieu, and it has a roll on effect on nurses, organisations and above all, patients (Jones et al., 2015; Kalisch and Williams, 2009).
Kalisch and Williams (2009: 211) define missed care as ‘any aspect of required care that is omitted either in part or in whole or delayed’. Jones et al. (2015) identify missed care as a quality issue in the health care industry because it signifies services that have not been provided. If the factors that are associated with the provision of care are limited, absent or obstructed, then the quality of that care affects patient outcomes (Jones et al., 2015).
This article links nurses' commentaries on missed nursing care to the wider implications of patient outcomes and staff satisfaction. The study, based in South Australia (SA), draws on work by Kalisch (2006) who identified key areas of regularly missed nursing care, such as patient mobilisation, pressure area care, feeding of patients, hygiene, patient documentation and education – the reasons for which are influenced by external factors associated with staffing, human and material resources.
Background
Missed nursing care is not a new concept, but with increasing limitations to care budgets the challenge of maintaining the quality of that care is topical (Kalisch and Xie, 2014). Escalating health care costs require governments to develop strategies to reduce the burden of these costs. One strategy has been the introduction of new public management techniques (NPM). NPM has been associated with a range of strategies, including flatter management structures and the creation of administrative units which control the budget for that unit, outsourcing of service delivery, the introduction of performance incentives and the tying of financial bonuses to meeting performance indicators (Willis et al., 2015). Wages as a major component of the health care budget have been managed through enterprise bargaining in which salary increases are tied to improvements in productivity and efficiency, leading to tensions arising from delivering services with reduced staff (Willis et al., 2015). The establishment of performance indicators increases indirect control of nursing work through policies established external to the institution. Studies have shown that human resources in care work is an essential factor, the quality (level of skill) and quantity (ratio of nurse to patient) of which directly impact on patient outcomes (Kalisch et al., 2013). In contemporary health budgets, costing of care resources has followed the NPM system (O'Donnell et al., 2011). Within this setting the recognition of the actual care entailed in keeping the patient safe has not always been realised, because quantity, related to how much care costs, has become more important than the quality of care delivered (Bosa, 2010).
One of the problems with managing care in a cost constrained environment is the fact that care has not been adequately defined and therefore it cannot be measured, because it is ‘demonstrated through [her] emotional attunement and [her] suspicion of the objective/rationale domain’ (Nelson, 2004: 19). Care is thus synonymous with women's work, self-sacrifice and duty – all remnants of the founding years of formal nursing development by such orders and individuals as the Kaiserswerth Deaconesses and Florence Nightingale of the 19th century (Dolan et al., 1983; Nelson and Gordon, 2004). According to Benner (2001), caring is intuitive, something that is experientially developed and, as Nelson (2004: 19) noted, ‘the nurse develops a repertoire of skills to engage in practice that privileges faith over reason, and follows her well-calibrated moral compass through her finely tuned emotional responses’. Thus, measuring care is problematic, because it is emotional and is intuitively managed in which ‘working with patients is reward enough’ (Buresh and Gordon, 2000: 33).
Nursing has attempted to streamline care to meet predicted targets, through the use of technology and systematic care orders to predict care against the human resources required to deliver care, within specific time and activity parameters (Bergh et al., 2014). Examples of this are the development of clinical pathways and protocols which, although they provide opportunity for a financial audit trail to care delivery, have the tendency to become prescriptive (Bail et al., 2009).
These strategies to manage how care is delivered remove the ability of the nurse to provide individualised care, a matter that supports cost containment over the recognition that illness does not follow a predictable path (Safeek and Safeek, 2009). Often this situation is unquestioned, with nurses getting on with business-as-usual so that using a pathway creates unconscious constraints on nurses' professional practice (Harvey, 2010; DeVault, 2013). The juxtaposition thus created becomes evident when nurses' perceptions of care requirements are at odds with the performance targets set out for care delivery (Schubert, 2014). Not only does this create anxiety for the nurses, but it has been shown to influence the quality of care, relational to care left undone or missed (Kalisch et al., 2011).
Method
The SA study used the MISSCARE survey (Kalisch and Williams, 2009), with the addition of participant interviews. This article interrogates one of the key antecedents of missed care – cost containment – by illustrating the way nurses are positioned to operate within the confines of scarce human and material resources, as well as conflicting policy agendas. Texts from two major tertiary hospitals and state government sources were used to analyse findings in order to examine the wider institutional paradigm within which nurses are positioned. Interviews and survey commentaries were analysed using a critical discourse analysis (CDA), allowing analyses of nurses' experiences in managing the care they give to their patients, through a discursive lens that ‘makes documents or texts visible as constituents of social relations’ (Smith, 1984: 59). What we wanted to examine was how nurses described their situation in caring for their patients, vis-a-vis missing care, against the backdrop of targets that are defining the way care is operationalised.
Although Hardy and Thomas (2015: 692) suggest that exploring discourse needs to take into account ‘how discourse is materialized in the production and distribution and consumption of texts’, Smith (1984) and Fairclough (2001) argue that power relations are embedded in everything that occurs in an institution so that texts are used by players to describe their experience, and reflect the policy and philosophy of the organisation. Fairclough (2001: 87) suggests that ‘naturalisation of the meaning of words is an effective way of constraining the contents of discourse and, in the long term, knowledge and beliefs’. Thus, Fairclough (2012: 2) argues that it is not the power in an institution that we need to be examining, but the power ‘behind the discourse’, because it is how ‘people with power shape orders of discourse as well as the social order in general’, and how this is portrayed in general discourse. The focus of attention here is care that is missed (visible) and what drives the reasons for missing care (hidden), made visible in the way it is described by the nurses.
Our analysis explored aspects of practice that have been the subject of recent external policy changes. In this setting, official documents can be examined for what is identified as a problem, for how the problem was defined, and for the language used to construct practice (Bacchi, 2009). The interview and survey data were analysed for nurses' experience of change and the extent to which they internalised and reproduced the dominant discourse. By asking nurses to describe their work in relation to what is missed in the care they provide, a picture is formed of the factors that drive care and how it affects their ability to provide that care.
The MISSCARE questionnaire was delivered to 354 nurses and midwives through Survey Monkey™, sponsored by the Australian Nursing and Midwifery Federation SA Branch. A second data source was official documents, including policy documents, reports and hospital statistics published on the Internet, as well as enterprise bargaining agreements (EBAs).
Recruitment for interviews occurred through information sessions at two large public tertiary hospitals. Twenty-one registered nurses were interviewed. The nurses held a range of roles from senior management to first year registered nurses. All were working in the acute hospital setting, with a range of clinical areas represented, from general medical and surgical wards to specialised units. Nurses were asked to describe their experiences relating to the quality of nursing care offered on after-hours and weekend shifts when ancillary services are scaled back and there are fewer staff on duty. In addition, 843 qualitative comments were reviewed from the MISSCARE survey from the 354 nurses who completed it. Ethics approval was gained from both the Flinders University Social and Behavioural Research Ethics Committee and the South Australian Health Ethics Committee.
Information was analysed against policy directives and literature that allowed for the broader analysis of the themes (Fairclough, 2012; Smith, 1984). Thus, as Smith (1984: 62) notes, texts can be used to ‘objectify knowledge, organization, and decision-processes, distinguishing what individuals do organizationally and discursively, thereby constituting properties of formal organization or of discourse that cannot be attributed to individuals’.
Analysis and discussion
Critical social research allows the use of literature to support analysis of findings (Babbie, 1992; Robson, 1998). This section therefore combined both the analysis of the nurses' commentaries against policy documents relevant to the discussion, and supporting literature around the subject for discussion.
Commentaries by the participants were commonly directed at financially driven directives constraining practice and reducing nurses' ability to effectively do their job, rather than identifying spaces that endorsed opportunity for rationed or missed care. Such financial proclamations intrinsically link nursing knowledge and judgement to the ‘corporate bottom line’ (Campbell, 2001: 233). From the commentaries and interviews, policy directed discourses emerged, of which three are now described.
The paradox of care: Nurse to patient ratios
Balancing the ‘bottom line’ was a predominant feature in many of the comments where participants told of the pressures placed upon them at work: We don't get paid overtime but have it as time off in lieu. No fixed hours therefore no overtime entitlement. [Hospital] is not allowing overtime at all costs therefore we are made to work with what we are given and struggle to achieve workloads often not to our satisfaction (Survey commentary)
Identifying the notion that nurses tend to conform to the requirements at work, one nurse said: The thing is, instead of accepting that pressure I used to fight back and that's even more wearing, sometimes it's a lot easier just to accept it. (Interview #1)
The increased stress placed upon nurses is evident in the following comment: Fatigue is common especially when areas are heavy. Sick leave increases as people need time away from the area just to recharge. Perhaps the high sick leave could be eased if management only took the time to look after their staff but rarely is that the case. (Survey commentary) The Excelcare hours don't seem to cover the actual care that the patients really need, these are people that we deal with and their care can't be put down on paper as evaluating to the minute. Every person is different but they get their care categorised just the same as every other patient on the ward. (Interview #4) … we're staffing to nursing hours or patient care hours using our Excelcare, so it's quite difficult because unless you actually put a physical patient in that bed, and an Excelcare care plan is actually done, these guys are not going to get the staff they need to actually deliver the nursing care. (Interview #7) We can do a prediction with Excelcare earlier on [in a shift] but that is reliant on the fact that there is not much change … it's one of those interesting – stuck between a rock and a hard place sometimes, because if ED [Emergency Department] is really busy, your focus is to try and get those patients out of ED, but then you're impacting on the staff on night duty, by getting admissions in, so it's trying to work out where there is the least harm I guess. (Interview #3) There has always been a lack of quantity of nursing staff based on the unit of care needed on Excelcare. We may receive a patient on my [xxx] ward that may not be so ill at time of admission, but then their health can decline and you need to spend more time with that patient and your other three patients' care suffers. (Interview #7) A large cause of missed care in our ward stems from inadequate staffing. Often we are staffed at less than Excelcare requirements however, even when we are, we are not necessarily adequately staffed. Excelcare allows minimal time for admissions that are not already on the ward so multiple expected surgical patients (who may need full admission, ECG, blood work, etc.) do not change our Excelcare requirements enough to allow for adequate staff. (Survey commentary) One of my biggest frustrations is my feeling of not getting very much support from senior management. Particularly now we're having so many financial difficulties, the dollar is absolutely the first thing they think of, and so the resources are less and less available. I am at my 70/30 mix with RN's/ENs but, we're not very kind to our staff, we don't look after them, and if we don't care for them, they aren't going to care for their patients, and I'm feeling that more and more. (Interview #11) I am on contract and worried if I take any more sick leave my contract will not be extended. I have had 5 sick days in 5 months. Every time I called in sick past 5 times I was really sick, coordinator asked WHY I was taking sick leaves. The experience traumatised me so even though I'm extremely tired and mentally exhausted, I still come in to work because it's better than being questioned and intimidated. Changes in skill mix has significantly impacted on this. Junior staff are no longer given the time to learn the specialty area before being thrust into senior roles, giving dangerous cytotoxic drugs etc. it seems it is only getting worse unfortunately. The senior staff are leaving and the juniors are feeling very pressured and anxious about their roles. (Survey commentary)
Optimising care: Service performance indicators
Deloitte Touche Tohmatsu (2012) identified that LOS is an important factor in streamlining health care costs. As part of this initiative the SA Government implemented a web based ‘Dashboard’ for the Emergency Department (ED) and the inpatient section (IP), providing updates on patient numbers. The aim of these dashboards is to assist staff to monitor and manage patient flow. Being a public document freely available on the Internet, it delivers information on such activities as the mandated four-hour waiting time in ED as well as a real-time look at all the waiting times in the surrounding hospitals. The IP dashboard provides information of all hospitals in the region related to occupancy, LOS and current inpatient numbers with figures updated every 30 minutes. Whilst this real-time approach to hospital information affords a transparent hospital information system, it has increased public expectations of health service performance, something that Deloitte Touche Tohmatsu (2012) encourages. It also places further stress on the workforce to perform to this response, a factor identified through the state government's incentivised medical officers' ED flow targets, linked to the EBA for Salaried Medical Officers (Government of South Australia, 2013). Further impacting on this are the allocations of time to service linked to predetermined financial incentives based on the states' ability to meet National Access Targets set by the Federal Government (Commonwealth of Australia, 2010), for example the four-hour waiting time for patients in EDs. Nurses have no control over these targets, whether imposed by the medical officers, state or national policy, or incentives. The essence of this is captured in the following comment: So observations get done, but your fluid balance charts get missed, because people [are] just running, rushing, you rush in and rushing out, just doing the basics that you can. The busier it gets, the more that gets missed, medications don't necessarily get given on time, because you're – you might be doing but something serious where you've got a patient who's been admitted to the hospital sitting there waiting to go up on the ward, and so they'll get less care. (Interview #14) I am authorised to flex up beds which has a direct impact on your staffing. (Interview # 7) Great pressure, to get patients out of emergency, within 4 hours, but then the inability to discharge patients, from the hospital, often causes bed blocks … And presumably that person from ED is more unwell than anyone else we have on the ward, and they don't get the care that they require because they're the extra, and a bit of a nuisance. Who wants to take them, well nobody wants an extra patient! (Interview #18)
Rounding the care
Patient rounding is another mandated control over nursing work. The aim of the policy is to reduce patient risk such as falls and pressure ulcers as well as any missed care. Rounding as a practice necessitates the nurse using a mandatory checklist to monitor patients every hour, and sign to verify that they have offered the patient toilet privileges, changed their position in bed and assessed their pain levels. The patient information sheet provided by one hospital further acknowledges that ‘a nurse will come into the room each hour and check position, comfort, bells, and requirements for toileting, access to TV, rubbish bags, phone and bell’ ([Hospital
2
], 2010). These care elements are an integral part of nursing work, yet have now been mandated as a hospital requirement for completion. This has not only added pressure to staff who struggle to achieve all the essential clinical tasks in a day, brought about by reduced staff to patient ratios (based on Excelcare predictions), but has undermined the very essence of nursing. As one nurse said, Rounding is talked about, endlessly. I would suggest that we do a fair amount of rounding, anyway, and it's become a bit of a, one of those things that everyone's talking about, but we're doing it anyway, that it's not really necessary to have another piece of paper to say that we've done it. Because part of the problem is we have too many pieces of paper, and you just don't have time to fill in 25 bits of paper for 1 patient, when you've got 9 of them. It becomes, a nonsense. (Interview #11) I think that most nurses that were very good nurses anyway did it without thinking, and that element is in their nursing care anyway … but toileting, I have a problem with it, toileting hourly, I personally think that – especially our elderly patients, don't take them to the toilet every hour, it's actually not good for their bladders and bowels and they don't need to sit on the toilet every hour, they actually should be doing it every couple of hours, or when they need to go otherwise, I don't know, I personally have issues there within the continence. (Interview #10) A lot of the senior staff that are around the place are actually insulted by it, clearly 'cause they feel that they do it anyway … I mean it takes out that whole thought process, it makes us little robots, we do this now and we do this now and we do this now and we do this now. It’s very task orientated, it's very policy driven, I don't think we as nurses want to go back to that, I think that detracts from what we are actually trained to do. As I said, I see some merit in it, but at the end of the day I think it really does downgrade what we do, what we've been trained to do. (Interview #7) … so we always try and decant [patients] to there, and we've got a lot of systems in place to be able to determine, and predict really what sort of beds we're going to require, so, we've got a [hospital admission] system, which I'm sure they use elsewhere, I can look at that [hospital admission] system, and I can determine how many surgical meds, and how many medical beds I'm going to need roughly, by looking at what's actually coming in the door and so then I'll go right I need to get some surgical beds upstairs, I'm going to decant into the hot floor [ward with available beds and designated as taking admission for the day] and I'll move from the hot floor up and I'll flex up these beds and at which point I'd say, right what's the staffing, and I'd ring the manager what are the Excelcare hours, can they cope with another. (Interview #7) Nursing staff are frustrated by their inability to be everywhere and do everything. Most go home worrying that they haven't done everything they were meant to, even though they have checked their charts several times. The nurses who care the most are stressed out by their inability to be the nurses they want to be due to lack of time. We are all just doing the best we can with what we've got. Management always says that we have poor time management skills when unable to complete all tasks expected with resident care. Will only pay for half hour over time at most, even though we often do more hours. We are expected to pass onto next shift what we don't finish but this then of course results in that following shift being overburdened!
Discussion: Caring for costs
This article has reported nursing care delivery that is influenced by organisational factors in how nurses carry out their work. We argue that financial constraints have contributed to the establishment of policies and performance incentives which direct nursing practice from a distance through monitoring service outcomes. This has effectively eliminated individualised patient care, based on the skilled assessment of nurses – a factor that has failed to recognise the art and science of nursing, and care as core nursing work. Campbell (2001) suggests that nurses are adaptable and readily comply with company policy taking on new practices required by the organisation, often justifying it as essential for those they care for. In this way nurses have unconsciously justified slippage in care – care handed over or left undone.
From Fairclough's (2001) perspective, the internalisation of missed care represents the symptom of a more hidden directive associated with a situation that nurses have no control over. In internalising their stress and their struggle to effectively do their job, nurses have taken on the terminology of the governing dialogue by describing their work in financial terms. Orrock and Lawler (2008: 25) contend that this behaviour is a result of tension that is created between organisational expectations and the concept of caring. This identifies nurses with the ‘fractured self’ because of first the historical and continuing ethos of nursing as humanitarian, caring work; second, the increasingly technocratic expectations of health care systems and the people who control them; and thirdly, the consequent clash of values structures and ideologies that are at play in current western health care systems.
The use of care predictor tools to forecast patient to nurse ratios are professed as supporting nurses' ability to manage care, but in fact create care restraint rather than empowerment, the success of which manifests in financial outcomes rather than effective care outcomes (Purcell et al., 2011). In this situation nurses are subjects within the discourses of health care and work under what is accepted as ‘normal processes’ as employees working within defined rules and conditions (Smith, 1984). In this space both the autonomy and value of the nurses, and more importantly, the needs of patients, are lost. The tensions between nurses' values and organisational indicators manifest in ‘compassion fatigue’ and ‘moral distress’, largely influenced by the mismatch between nurses' lesser status in the organisation, intra-professional conflict, and cost reduction in the clinical setting (McGibbon et al., 2010: 1353, 1355).
Conclusion
What started out as exploring what nurses viewed as missed care, emerged as tensions in practice between professional identity and organisational commodity. Missed care became a symptom of tension, implied through nurses' inability to manage the daily expectations imposed upon them by their own need to provide care, in the face of organisational directives that controlled what and how to care based on a financial value rather than a care value. This tension has spilt over into an endlessly revolving, emotionally charged, unconscious attempt to do the right thing by their employers and their patients, the practices for which are oxymoronic.
Although the overt challenges of cost containment providing effective health care have been identified, there is little that drills down to the discourses behind those symptoms and their effects on real clinically focused outcomes. Researchers such as Nelson and Gordon (2004) and Fairman (2008) have identified historical issues surrounding the influence of the tradition of nursing within contemporary health care delivery, but they have not identified those factors hidden from view that command nursing work. More recent literature has explored the impact of NPM on nursing work (Willis et al., 2015), from which further study on how nurses make decisions about what care to leave undone needs to be explored. Research needs to examine the value of caring, and how this can be quantified to ensure that patents do receive responsive care delivered by educationally prepared professionals, rather than care that is driven by policy directives.
Footnotes
Declaration of conflicting interests
The author(s) declared no potential conflicts of interest with respect to the research, authorship and/or publication of this article.
Funding
The author(s) disclosed receipt of the following financial support for the research, authorship, and/or publication of this article: This work was supported by a Flinders University of South Australia Seeding Research Grant and a Robert Wood Johnson Foundation grant.
