Preoperative Education

and Elizabeth A. Davis2



(1)
Department of Nursing, McGill University Health Centre, Montreal General Hospital, Montreal, QC, Canada

(2)
Department of Nursing, Royal Victoria Hospital, McGill University Health Centre, Montreal, QC, Canada

 



Keywords
Preoperative patient educationGastrointestinal surgery and preop patient educationEnhanced recovery to surgery and patient educationHealth literacyPreoperative education modelEnhanced recovery after surgeryAnxiety in preoperative patients


Preoperative patient education is an essential element in an enhanced recovery program. It has been associated with lower levels of anxiety [1], less postoperative pain, improved wound healing, and shorter hospitalization [2]. Preoperative education provides patients with the tools they need to manage the stress of their surgical experience and become partners in their own recovery. Guidelines from the Enhanced Recovery After Surgery (ERAS®) Society consistently recommend “routine, dedicated preoperative counseling” [3, 4].

Since the enhanced recovery approach may be different from what patients expect or have previously experienced, they need information about how to participate. This should be provided using clear written guidelines, including specific goals for each day of the perioperative period, the expected length of hospital stay, criteria for hospital discharge [5], and how to continue their recovery following discharge.

While print materials are frequently used to provide pre- and postoperative instructions, these materials are often written at a reading level beyond the ability of most patients and contribute to confusion and poor health outcomes for patients with low literacy skills [6]. Many people are unable to understand and act upon available health information, due to low health literacy [7].

In this chapter, we explore the concept of health literacy, discuss ways to improve patient understanding, identify strategies to create patient-friendly print materials, and describe the preoperative education model supporting the enhanced recovery program at the McGill University Health Centre (MUHC) in Montreal, Canada.


Health Literacy


Health literacy refers to a set of abilities that allow people to read and evaluate information, fill out forms, understand and follow directions, navigate health care facilities, communicate with health professionals, and use information to make decisions about their health. Low health literacy has been linked with poor health outcomes [8]. Ratzan and Parker describe health literacy as “the degree to which individuals have the capacity to obtain, process and understand basic health information and services needed to make appropriate health decisions” [7]. The Canadian Expert Panel on Health Literacy defines it as “the ability to access, understand, evaluate and communicate information as a way to promote, maintain and improve health in a variety of settings across the life-course.” The panel recognizes the role of education, culture, language, the communication skills of professionals, the nature of the materials and messages, and the settings in which education is provided as important factors in the uptake of health information [9].

In the USA it has been estimated that nearly 50 % of the adult population, or 90 million people, have trouble reading and understanding health information [10]. Six out of ten Canadians do not have the skills to obtain, understand, and act upon health information and services, or to make appropriate health decisions on their own [11]. Canada’s Expert Panel on Health Literacy estimated that more than half of working-age adults in Canada (55 % or 11.7 million) have inadequate health literacy skills and seven out of eight adults over the age of 65 (88 % or 3.1 million) are in the same situation [12]. In 2011, the European Health literacy survey reported that among the eight participating European countries, nearly one of two individuals had inadequate or low health literacy [13]. Those most vulnerable are the elderly, minority groups, immigrants whose first language is not the language of the majority, the less educated, and the poor [7].

Health care professionals tend to underestimate the prevalence of low health literacy because it is not possible to identify this patient population by appearance. Most people with low literacy skills are of average intelligence and able to compensate for their lack of reading ability. People with low functional health literacy may have feelings of shame and inadequacy, so may not admit their lack of understanding or ask for help [14]. While it is not possible to predict low health literacy from a person’s behavior, certain clues may point to it. Patients may fill out forms incompletely or inappropriately. They may be unable to name their medications or the indications for taking them. They may bring someone with them to do the reading or they may avoid having to read in front of others by saying, “I forgot my glasses” or “I’ll read this later” [10]. Although low levels of literacy predispose people to low health literacy, people who are good readers may also have low health literacy skills. In the context of health care, they may not be able to translate medical jargon and terminology into standard English that makes sense to them [15].


Strategies to Improve Understanding


Communication between health care providers and patients can be improved. Weiss suggests that clinicians slow down, use plain, nonmedical language, show or draw pictures, limit the amount of information, use the teach-back or show-me technique, and create a shame-free environment [6]. Other strategies include prioritizing clear communication within one’s organization and using a “universal precautions” approach to communication.


Universal Precautions


Health literacy affects every patient interaction in every clinical situation. People of all ages, races, income levels, and educational backgrounds are affected by inadequate health literacy and many are unlikely to admit that they need clarification. If patients do not understand the information provided by health care professionals, they are at risk for poor health outcomes. The Canadian Council on Learning reported that without adequate health literacy skill “ill-informed decisions may be taken, health conditions may go unchecked or worsen, questions may go unasked or remain unanswered, accidents may happen, and people may get lost in the health-care system” [11]. Just as health care providers use universal precautions to protect against the spread of infectious organisms, we should use universal precautions to protect against inadequate communication with patients and families [16]. Most people, regardless of their reading or language skills, prefer medical information that is easy to understand.


Teach-Back Method


One strategy to reinforce learning and optimize understanding is the teach-back method. Having patients restate their understanding of key points in their own words is linked with improved health outcomes [17]. Asking patients whether they understand the information will not confirm their understanding. Patients may answer affirmatively, even if they do not understand, because of embarrassment or intimidation. Instead, health care providers should say, “To be sure I have explained clearly, please tell me in your own words what you understand.” Giving patients sufficient time to explain their perceptions, and repeating or clarifying information when needed, may optimize learning.


Internet Resources


Many patients are turning to the Internet for health information. Recent statistics indicate that 2/3 of Internet users seek health information online. It is considered the third most common Internet activity [18]. Not all websites are reliable. Some sites may be misleading and confusing for the average health care consumer. There is a plethora of website evaluation tools available and health care providers should become comfortable assessing health information websites in order to recommend reliable ones to their patients. At our institution, patients seeking more information about their surgical procedure, anaesthesia, becoming fit, or smoking cessation are referred to appropriate websites in our printed material.


Patient-Friendly Print Materials


Patient-friendly print materials are essential tools in the preoperative education toolkit. A procedure-specific patient guide increases consistency for the messages received throughout the perioperative period. It reinforces the verbal messages patients receive from members of the health care team. Lists of daily goals create realistic expectations about such things as postoperative nutrition, mobilization, and length of hospital stay. Two elements of information identified by patients as particularly valued are explicit plans for the day and knowing their recovery goals [19]. These messages reduce anxiety and allow patients to play an active role in their own recovery. The use of images helps patients to visualize their progress (Fig. 2.1).

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Fig. 2.1.
Example of patient-friendly information illustrating daily goals for nutrition, pain management, drains, and exercise after liver surgery. This was created by the McGill Surgical Recovery Group and the McGill University Health Centre (MUHC) Patient Education Office. It is given to patients as part of the information package discussed in the preoperative clinic and is available on the surgical wards as large posters. For each pathway, the same template is used to create patient-friendly materials aligned with procedure-specific daily goals (courtesy of the McGill University Health Centre Patient Education Office).
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Jun 28, 2016 | Posted by in GASTOINESTINAL SURGERY | Comments Off on Preoperative Education

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