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ORIGINAL ARTICLE
Received: April 10, 2015 Accepted: April 24, 2015 Online Published: May 7, 2015
DOI: 10.5430/jha.v4n4p24 URL: http://dx.doi.org/10.5430/jha.v4n4p24
A BSTRACT
Objective: There is limited published research supporting the effectiveness of nursing workload measurement to comprehensively
measure nursing workload and to formulate nurse resource need. Predictive accuracy is impaired due to variation in direct and
indirect care-related activities across measurement instruments. This study aimed to (1) identify common nursing activities
considered by nurse managers for staffing decision-making, (2) systematically review such nursing activities in relation to
existing nursing workload instruments and Nursing Intervention Classification taxonomy, and (3) describe challenges perceived
by managers in staffing decision-making.
Methods: A survey was developed from an inclusive review of 20 nursing workload instruments collectively measuring 502
nursing activities. Nurse managers in 13 medical-surgical and two intensive care units at a Midwest healthcare organization
identified nursing activities considered daily for staffing decision-making.
Results: Twenty-one activities were commonly considered by at least 90 percent of managers (n = 13) for daily staffing decision-
making, although none of the instruments reviewed included all 21 activities.
Conclusions: Lack of a standardized framework for nursing workload measurement might have led to nurse managers’ different
perceptions about appropriate determinants of these measurements. A standardized approach for measuring nursing workload
would facilitate benchmarking for estimating nurse resource need. Further research is needed to design a systematic infrastructure
that ensures staffing to meet patient care need. A process is also needed to alleviate the challenges in staffing decision-making
that nurse managers face, such as fluctuations in census and patient acuity, nurse competency-based patient assignments, and
limited information resources for staffing estimation.
A variety of nursing workload measurement (NWM) instru- used in a psychiatric setting[26] and two in outpatient set-
ments have been developed, refined, and utilized to guide tings.[27, 28] Few instruments in the studies had been designed
staffing decision-making. The existing NWM instruments based on a theoretical framework; three (15%) of the 20
can be grossly categorized into three approaches: patient instruments were based upon, respectively, Benner’s Novice-
classification system (PCS); nursing workload (NW); and Expert, the NIC, and Nursing Outcome Classification;[12]
nursing intensity (NI). The PCS, known as the prototype Horta’s Basic Needs Theory;[13] and the Nursing Process
approach, involves a subjective assessment for determining Model.[26]
the patient care category most representative of the patient
In total, 1,438 nursing activities from 20 instruments were
care needs based upon the average timeframes and skill mix
extracted and sorted according to the NIC. The NIC is a
required.[6, 7] The NW is the summative task approach, using
comprehensive standardized classification of nursing care
a comprehensive list of tasks or care indicators with numer-
interventions that addresses physiological to psychosocial
ical sums of average time for and frequency of performing
patient care need, illness treatment, and health prevention
each task determining nursing skills required and resource
and promotion in comprehensive dimensions.[29] The NIC
needs for the next shift or day.[8] The NI approach links
includes nursing care provided within and across healthcare
direct and indirect care activities performed to specific time
settings as well as interventions conducted by nursing care
standards, healthcare provider educational preparedness, ex-
providers at different levels. In addition to direct nursing
perience and skill level, and patient acuity categories. The
care, it includes indirect nursing activities such as chart doc-
sum of time requirements according to skill mix provides
umentation, interdisciplinary collaboration, and communica-
estimations for resource need.[8, 9]
tion needs to incorporate within staffing calculations.[29] It
The estimations of nurse staffing needs vary significantly by is useful for clinical documentation, communication about
setting and even across units within a setting, depending upon care across settings, integration of data across systems and
the types/approaches of NWM instruments used. The predic- settings, competency evaluation, and productivity measure-
tive accuracy of staffing estimations has often been cited as a ment.[29]
challenge due to the limited use of objective tools to estimate
The NIC has a taxonomy structure in four levels; at the top
staffing and the tools’ limited comprehensiveness in fully re-
level, there are seven domains including Physiological Basic,
flecting the nursing workload required for addressing patient
Physiological Complex, Behavioral, Safety, Family, Health
care needs. Multiple factors, including physical, emotional,
System, and Community. At the 2nd level, 30 classes are
and cognitive patient care needs, drive nursing activities and
specified across the domains, for example, Crisis Manage-
impact nursing workload.[10] Therefore, it is very important
ment and Risk Management under the domain of Safety.
to gather and comprehensively review nursing activities that
At the 3rd level, there are 542 nursing interventions; each
have been included in existing NWM instruments with nurse
nursing intervention lists a set of specific nursing activities,
managers in order to find strategies that comprehensively
which constitute the 4th level. Briefly, 1,438 nursing activ-
reflect nursing work as well as more accurately predict nurse
ities are grouped to 542 interventions in 30 classes within
staffing needs.
seven domains in the 5th edition of NIC. An intervention is
This study aimed to (1) identify common nursing activities defined as any treatment based upon clinical judgment and
considered by nurse managers for staffing decision-making knowledge that a nurse performs to enhance patient/client
in one large health organization, (2) systematically review outcomes.[29] In the NIC, each intervention is composed of a
such nursing activities in relation to existing NWM tools and label, a definition, and a set of activities that a nurse performs
the Nursing Intervention Classification (NIC), and (3) de- to carry out the intervention.
scribe challenges perceived by managers in staffing decision-
Referring to the definitions of and nursing activities related
making.
to each nursing intervention in the NIC, the 1,438 nursing
activities were mapped and sorted. Utilizing a second re-
2. M ETHODS viewer, duplicated or redundant activities were excluded. As
2.1 Survey development a result, 502 nursing activities were incorporated into the sur-
Twenty workload instruments were reviewed, including three vey along with a frequency rating scale (daily, occasionally,
patient classification, ten nursing workload, and seven nurs- or not at all) to identify nursing activities that nurse man-
ing intensity instruments, and were reflected within the sur- agers predominantly consider to determine nurse staffing
vey to achieve a comprehensive representation of nursing needs. The greatest number of nursing activities (n = 179)
workload (see Table 1). Seventeen of the instruments had was related to 65 interventions and linked to the eight classes
been used in an acute care setting,[5, 9, 11–25] followed by one
Published by Sciedu Press 25
www.sciedu.ca/jha Journal of Hospital Administration 2015, Vol. 4, No. 4
of the NIC domain Physiologic Complex, which include linked to 26 interventions related to its six classes: Behavior
Electrolyte and Acid-Base Management, Drug Management, Therapy, Cognitive Therapy, Communication Enhancement,
Neurologic Management, Perioperative Care, Respiratory Coping Assistance, Patient Education, and Psychological
Management, Skin/Wound Management, Thermoregulation, Comfort Promotion. The sixth NIC domain was Family Care,
and Tissue Perfusion Management. The next greatest number and 25 nursing activities were matched with 18 interventions
of nursing activities was related to the NIC domain Health under three classes: Childbearing Care, Childrearing Care,
Systems, including 103 nursing activities linked to 23 inter- and Lifespan Care.
ventions in three classes including Health System Mediation,
The survey was comprised of: (1) seven questions about
Health System Management, and Information Management.
unit characteristics related to nursing staffing, (2) questions
A third NIC domain, Physiologic Basic, included six classes:
asking which of 502 nursing activities the respondents rou-
Activity & Exercise Management, Elimination Management,
tinely used to estimate nurse staffing need, and (3) 13 open-
Immobility Management, Nutrition Support, Physical Com-
ended questions regarding challenges related to the staffing
fort Promotion, and Self-Care Facilitation. Mapped to these
decision-making process. Unit characteristics included unit
six classes were 101 nursing activities that were part of 41
type, census, bed capacity, average nursing hours per patient
interventions. Under the fourth NIC domain, Safety, 47 nurs-
day, skill mix (the proportion of RN to non-RN staff for each
ing activities were linked to 18 interventions in two classes,
shift), average length of stay, and the frequency of nursing
Crisis Management and Risk Management. The fifth NIC
staffing decision-making.
domain was Behavioral Care, and 47 nursing activities were
2.2 Survey procedure teen of the managers completed the survey, for a response
The study was approved by the Institutional Review Boards rate of 47%.
of the healthcare organization and two universities. Nurse
managers were informed about the study at an all-campus 2.3 Data analyses
management meeting. The survey was sent via SurveyMon- Descriptive analyses were conducted to identify common
key to 32 managers at one large Midwest healthcare system nursing activities considered by nurse managers across units
over a three-week period. Any identifiable information was for estimating nurse staffing. The narrative responses to
protected by encrypting the information in the data site. Fif- the questions about perceived challenges to staffing decision-
26 ISSN 1927-6990 E-ISSN 1927-7008
www.sciedu.ca/jha Journal of Hospital Administration 2015, Vol. 4, No. 4
making were characterized by the following themes: resource 3.3 Challenges in the nurse staffing decision-making
availability, nurse competency consideration, nurse satisfac- process
tion, and patient outcomes. 3.3.1 Resource availability
Staffing calculations were completed at four-, eight-, or
twelve-hour intervals or as needed. In two thirds of the units
3. R ESULTS
(67%), including the two ICUs and eight MSUs, staffing
3.1 Unit characteristics needs were calculated every four hours or more frequently
as needed due to fluctuation in census, the dynamic nature
Fifteen managers representing medical-surgical units (MSU,
of nursing workload, and patient acuities. The remaining
n = 13) and intensive care units (ICU, n = 2) completed the
managers (n = 5) reviewed staffing needs shift by shift.
survey. The average unit occupancy was 77 percent (ranging
from 43% - 90%). Length of patient stay ranged from two The use of existing NWM instruments was limited. The
days in ICUs to 10 days in MSUs. The average nursing managers of two MSUs utilized an in-house PCS tool, cate-
hours per patient day (NHPPD) ranged from 23.5 hours for gorizing patient care needs according to levels one through
patients in ICUs to 3.2 hours for the medical-surgical patient three. The remainder (86%), comprised of two ICUs and 11
population. Nurse-to-patient ratios ranged from 1:1 (ICU) to MSUs, followed a census-driven staffing policy that included
1:7 (MSU night shift). a unit staffing grid with predetermined nurse-to-patient ra-
tios and staffing mix. For example, the ICUs had different
nurse-to-patient ratios for different types of patients: 2:1 for
3.2 Nursing activities to estimate nurse staffing needs a patient donor of organs at end of life; 1:1 for a patient
In total, 502 nursing activities were mapped to 200 nurs- within 6 - 8 hours of the postoperative period; and 1:2 for
ing interventions under 26 classes and six domains of NIC. patients of lower acuity, but still meeting critical care criteria
The number of nursing activities for each domain ranged requiring frequent monitoring of vital signs and assessment
from 25 (Family) to 189 (Physiologic Complex). Out of (e.g., every two hours). The nurse-to-patient ratios on the
502 nursing activities only 21 (4%) were commonly con- MSUs were reported as 1:5 on the day and evening shifts
sidered by at least 90% (n = 13) of the nurse managers for and 1:6 or 1:7 on the night shifts.
daily staffing decision-making (see Table 2). Although more Seven managers stated that no feature of the electronic
than one nursing activity comprised each of the NIC nurs- health record (EHR) could automatically or directly facilitate
ing interventions, only one nursing activity per intervention staffing decision-making. However, the managers indicated
was commonly considered when nurse managers estimated that staffing needs and nurse-to-patient assignments were
nurse staffing. For example, although two nursing activities made by reviewing patient acuity status, which was deter-
comprised Nausea Management of NIC, only one of them, mined from particular patient information in the EHR (e.g.,
“Symptom management of nausea”, was commonly consid- isolation, history, physical data, medications, fall risk, and
ered by nurse managers when estimating nurse staffing. As social/family issues).
another example, 57 nursing activities comprised the NIC in-
tervention, “Medication Administration: Intravenous (IV)”; 3.3.2 Nurse competency consideration
however, “Monitoring IV medication” was the only nursing The two ICU nurse managers and eight MSU nurse managers
activity considered by at least than 90% of nurse managers considered nurse competency level for staffing. In particular,
when estimating staffing needs (see Table 2). In addition to nurse competency level was considered when assigning float-
direct nursing activities, at least 90% of nursing managers ing nurses from a resource pool. In this case, the charge nurse
considered four indirect care activities that were contained would verify nurse competency level prior to completing the
within one NIC class, Information Management (see Table patient assignments. Specifically, ICU managers considered
2). Thirteen of the 502 nursing activities were not considered nurses’ competency levels regarding procedures scheduled
at all for staffing decision-making by 90% of nurse managers at the bedside or outside the unit. For example, a nurse not
(see Table 3). ICU managers reported they have also con- certified in advanced cardiovascular life support would not
sidered some nursing activities that were not listed in the be assigned to a patient who would be travelling during the
survey, including heavy lifting, adoption, loss of an infant be- shift. Managers of MSUs generally scheduled an appropriate
reavement, and application of an epidural patch. MSU nurse mix of experienced and novice nurses for each shift, and
managers reported involvement of child protection service one MSU manager mentioned that a newly graduated nurse
and suspected drug or child abuse were additional nursing would have fewer patients than experienced nurses. Overall,
activities considered with staffing. the managers tried to equalize nursing workload within indi-
Published by Sciedu Press 27
www.sciedu.ca/jha Journal of Hospital Administration 2015, Vol. 4, No. 4
vidual nursing assignments by avoiding disproportionately physician demands, patient care needs, and the fluctuating
assigning patients with greater care needs to the same nurse. census. One MSU nurse manager reported that staff believed
the unit was understaffed and nurse satisfaction was lower
3.3.3 Nurse satisfaction
due to the lack of nursing assistant support, which led to
One ICU manager stated that nurses were probably satisfied
nurses feeling overwhelmed occasionally or on a daily basis.
with the current staffing processes, NHPPD, and nurse-to-
One manager reported, “We staff for patients in the unit only,
patient ratios because she made an effort to ensure that as-
not for what if situations.” Similarly, most managers reported
signments were fair and equitable with the workload evenly
that they were guided by the pre-determined staffing grid and
dispersed. However, she was concerned that staff morale
patient census only.
might be low and nurses might feel frustrated because of
3.3.4 Patient outcomes impacted due to heavy workload and high patient-to-nurse
One of the ICU managers stated, “Patient teaching is affected ratios, which resulted in insufficient time to provide patient
if a nurse cannot remain in the room more than 10 to 15 min- discharge education or social interaction as needed. Some of
utes.” Both ICU managers remarked that, although the care the MSU managers also expressed their concern that delays
in their units was of good quality, some care such as edu- in the discharge process could occur due to heavy workload,
cation couldn’t be done as needed due to time constraints. although it had not happened often, which might impact
The MSU managers reported that patient outcomes might be patient satisfaction.
approach for measuring nursing workload. be limited; however, the survey did embrace the diverse units
within the setting. Furthermore, only half of the nurse man-
In the 502 nursing activities extracted in our review, the NIC
agers actually completed the survey, and feedback suggested
was used as the framework to organize the similarities and
this was at least partly because it was lengthy and required
differences in aspects of the nursing activities. The NIC
up to two hours for completion. This may have affected the
provides consistent dimensions as represented in its taxon-
quantity and quality of the data. Finally, the survey instru-
omy, and it provides a standardized approach for measuring
ment may not have included all factors related to nursing
nursing workload with time estimates and type of personnel
staffing decision-making; however, the study provided a good
to perform each of the 542 nursing interventions.[29] For
opportunity to review the capacities of existing NWM instru-
example, Nausea Management is appropriate for RNs with
ments as well as the reality of the workload measurement
basic education to perform and requires 16 - 30 minutes. Pain
process with nurse managers.
Management also needs to be provided by RNs with basic
education but takes more than one hour to perform. The
NIC also lists the interventions appropriate for delegation 5. C ONCLUSIONS
to a nursing assistant or to an RN with post-basic education. There has been no comprehensive and systematic approach
It was good to find that most of the managers in this study to measure nurse workload. Varied dimensions, the lack of
considered nurse competency level and patient acuity with a standardized approach for measuring nursing workload,
assignment decisions. In the future, it would be meaning- and the opportunity for subjectivity in judgments have com-
ful to review the nurse managers’ complex nursing staffing pounded the challenge for managers to accurately estimate
decision process, including nurse-to-patient assignment ra- nurse resource predictions. A standardized approach for mea-
tios, delegation, nurse competency judgements according to suring nursing workload would address an immediate need to
the nursing workload measures, along with the set of time assist nurse staffing decision-making. The NIC System could
estimates and type of personnel determined by the NIC. provide a framework for the development of a standardized
approach to determine nurse workload; its taxonomy would
Although nurses were reported to be satisfied with the current organize the nursing workload measurements in a compre-
staffing processes, the managers were concerned that staff hensive approach, and the labels of nursing interventions and
nurses had low morale and frustration due to the fluctuating activities would help to represent and measure nursing work
census and lack of nursing assistant support to meet care in a standardized manner. The review of existing NWM tools
needs on a daily basis. A system or resource to address these or the development of a tool with the NIC is recommended
problems is needed for nurse managers. In the survey, nurse to determine comprehensive nursing workload measures ap-
managers indicated that no feature of the EHR could auto- propriate for particular types of units or patient populations.
matically or directly facilitate staffing decision-making, and Although the NWM tools would be specific to the dominant
they utilized the EHR to a minimal extent. Using available patient populations of each unit, the tools based on the NIC
information technology to facilitate prompt and accurate es- would facilitate benchmarking of staffing impacts across set-
timations for nurse resource needs would provide a more tings or patient populations because standardized terms are
efficient approach. Standardized terminologies such as those used. The NWM tool integrated with hospital information
used by the NIC could be built into such healthcare technol- systems is highly recommended to assist nurse administra-
ogy. tors to efficiently optimize nurse staffing as well as to ensure
patient safety, quality care, and nurse satisfaction.
Limitations
The survey was administered in one healthcare setting, and C ONFLICTS OF I NTEREST D ISCLOSURE
therefore the representativeness of the study findings might The authors declare no conflict of interest.
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