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Construction and validation of an instrument for classification of pediatric patients

Abstracts

OBJECTIVE: To construct a tool for classification of pediatric patients, validate its content, and assess the interrater reliability. METHODS: This is a quantitative study in which a mixed method was used. Validity of its content was assessed through a descriptive exploratory design using the Delphi technique. Inter-rater reliability was then assessed with a correlational design. RESULTS: After four stages of use of the Delphi technique, the instrument was composed of 11 care demand indicators. Each of them comprised one-to-four situations of graded complexity, that reflected increasing intensity of nursing need. The reliability levels as optimal, good, and weak were obtained for five, five, and one indicators, respectively. CONCLUSION: The content of the instrument was constructed and validated with satisfactory reliability to classify pediatric patients into five healthcare categories.

Child care; Health evaluation; Pediatric nursing; Validation studies; Workload


OBJETIVO: Construir, validar o conteúdo e verificar a confiabilidade interavaliadores de um instrumento para a classificação de pacientes pediátricos. MÉTODOS: Estudo misto com referencial quantitativo, sendo o delineamento descritivo exploratório para a validação do conteúdo do instrumento realizado pela Técnica Delphi seguido por desenho correlacional para avaliar a confiabilidade interavaliadores. RESULTADOS: Após quatro fases da Técnica Delphi, o instrumento ficou constituído por 11 indicadores de demanda de cuidado e cada um por quatro situações graduadas refletindo o aumento da necessidade de enfermagem. Obteve-se nível de confiabilidade ótimo para cinco indicadores; bom para cinco e apenas um indicador com fraco nível de confiabilidade. CONCLUSÃO: Foi construído e validado o conteúdo do instrumento para classificar pacientes pediátricos em cinco categorias de cuidados com confiabilidade satisfatória.

Cuidado da criança; Avaliação em saúde; Enfermagem pediátrica; Estudos de validação; Carga de trabalho


ORIGINAL ARTICLE

Universidade Estadual de Campinas, Campinas, SP, Brazil

Corresponding author

ABSTRACT

OBJECTIVE: To construct a tool for classification of pediatric patients, validate its content, and assess the inter-rater reliability.

METHODS: This is a quantitative study in which a mixed method was used. Validity of its content was assessed through a descriptive exploratory design using the Delphi technique. Inter-rater reliability was then assessed with a correlational design.

RESULTS: After four stages of use of the Delphi technique, the instrument was composed of 11 care demand indicators. Each of them comprised one-to-four situations of graded complexity, that reflected increasing intensity of nursing need. The reliability levels as optimal, good, and weak were obtained for five, five, and one indicators, respectively.

CONCLUSION: The content of the instrument was constructed and validated with satisfactory reliability to classify pediatric patients into five healthcare categories.

Keywords: Child care/classification; Health evaluation; Pediatric nursing; Validation studies; Workload

Introduction

Hospitalization in pediatrics is seen as an opportunity for the patients and their caregivers to experience recovery from illness and expand their knowledge on health promotion while maintaining the development of the child and preventing new admissions.(1)

In the management of pediatric admission units, the challenges to ensure high standards of care safety and quality require that the client profile be considered since only knowledge of the percent rate of bed occupancy is not sufficient for the manager to take decisions.(2-4)

Patient Classification Systems (PCS) have been disseminated since the 1970s as a method to characterize the care profile. In the PCS, the demand for nursing care by groups of patients is estimated, quantified and evaluated. In addition, the patients are categorized according to the need of care required in a specific time interval.(3) Furthermore, data obtained from application of PCS (late 1980s) have been indicated as a basis for planning costs regarding the need for human and material resources.(4)

Currently, use of PCS contributes to facilitate communication between nurses and managers, promote professional training by criteria of competence in giving assistance to different care categories, sustain staff scaling, relocation, and daily allocation of professionals.(5-8)

The need for tools and concepts of specific categories to classify pediatric patients was identified in a study (2011) that validated the concept of five care categories in pediatrics.(9) However, this study did not indicate a tool to facilitate patient classification in these categories.(9)

Therefore, the aim of this study was to construct an instrument for classification of pediatric patients in five care categories, validate its content, and verify its inter-rater reliability.

Methods

This is a mixed study, with a quantitative reference, which was conducted in two sequential steps [QUAN → quan]. In the first, a descriptive exploratory design was utilized to construct the instrument and validate its content. In the second, the correlational design was utilized to assess the inter-rater reliability of the instrument.

Conceptual references established by the PCS were taken into account to construct an objective instrument in the factor assessment style.(3,4)

Four situations increasingly graded (from one to four points) regarding care requirements were assigned to each indicator.

Validation of instrument content was carried out by a group of evaluators who used the Delphi Technique.(10) Three inclusion criteria were utilized to compose the group of evaluators: to be graduated in nursing, experienced (for a time equal to or greater than five years) in pediatric care (or in management or teaching), and conducting research on construction of instruments for patient classification.

Thus, 19 nurses (time of profession: five-23 years) participated in the study; six of them were active in assistance, five in management activity, and eight in teaching. Regarding professional qualifications, four nurses had only undergraduate degree, six had professional graduation, and nine had academic graduation (three of them with master's and six with PhD degree).

The program using the Delphi technique was obtained by e-mail after the project was submitted and evaluated for content of the instrument regarding clarity and relevance of each indicator and its scores. This technique allows consecutive steps until obtaining at least 70% agreement with instrument content. Lower levels of consensus required both modification in the content and a new step of analysis until the level of agreement previously established was reached.(10)

After the final version of the instrument was obtained, inter-rater reliability was assessed.(11) The sample consisted of patients admitted to the pediatric unit of a teaching hospital within the State of São Paulo. Data collection occurred in a single day after a term of informed consent was signed by the family. Patients were evaluated with simultaneous application of the instrument by two nursing graduate students experienced in pediatrics. Data were analyzed for reliability using the Kappa (k) coefficient as being optimal (k > 0.75), good (0.41 < k < 0.74) and weak (k £ 0.40).(11)

The project of the study met all the national and international standards of ethics in research involving humans.

Results

At the beginning of construction, the instrument consisted of ten care indicators, and four steps (using the Delphi technique) were necessary to validate the content of all indicators and their respective scores (Table 1).

After four steps using the Delphi technique, the instrument has acquired its final configuration (Table 2).

To assess inter-rater reliability, the instrument was applied simultaneously in 42 pediatric patients by two nurses (Table 3).

Discussion

The type of reliability used in this study, not verification of internal consistency of the instrument, and evaluation of construct validity were the limitations of this study.

This study allowed us to build, validate the content, and assess the inter-rater reliability of the ICPP in five care categories defined in the literature as minimal, intermediate, high-dependency, semi-intensive, and intensive care .(9)

The presence of five care categories was similar to that in the Fugulin's instrument (for adult patients in the surgical clinic) but differed from that in the Perroca's instrument (for adult patients), which does not include the high-dependence category, and from that in the Bochembuzio's instrument (for neonatal patients), which includes only three care categories.(12-14)

The classification of pediatric patients in the of high-dependence category was considered important because it allows identifying care needs inherent to the development phase, in which there is dependence in basic needs, independent of the clinical stability.(9)

The use of Delphi technique was advantageous for validation of its content, because it allowed its assessment by professionals from different geographic locations, hierarchical positions, knowledge, insights, and professional perspectives.(10)

The most important changes in the content of the instrument occurred in the first stage of the Delphi technique, when the indicator "Education to the family member" was replaced by "Participation of the accompanying person" and "Support Network". In the second stage, all indicators achieved the consensus established, but the score required change in six indicators. In the third stage, the score was validated in four indicators. In the last stage, the score in the last two indicators reached the level of agreement established.

We highlight that two indicators related to family members were validated, since their presence in the hospital environment has determined changes in the care and challenged the staff in a new perspective of care quality, which includes provision of care, involvement of accompanying persons in daily actions, and promoting continuity of the treatment at the patient's home.(1,2)

In the assessment of inter-rater reliability, ICPP showed optimal reliability levels for five indicators; good for five indicators, and weak for only one indicator.(11)

Conclusion

The content of the instrument for classification of pediatric patients was constructed and validated in five care categories with a satisfactory reliability.

Collaborations

Dini AP and Guirardello EB declare that they contributed equally to the conception and design of the study, analysis and interpretation of data, writing of the manuscript, critical review for relevant intellectual content, and final approval of the version to be published.

References

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  • 9. Dini AP, Fugulin FM, Veríssimo Mde L, Guirardello Ede B. [Pediatric Patient Classification System: Construction and Validation of care categories]. Rev Esc Enferm USP. 2011;45(3):575-80. Portuguese.
  • 10. Akins RB, Tolson H, Cole BR. Stability of response characteristics of a Delphi panel: application of bootstrap data expansion. BMC Med Res Method 2005;5:37.
  • 11. Viera AJ, Garrett JM. Understanding interobserver agreement: the kappa statistic. Fam Med. 2005;37(5):360-3.
  • 12. Santos F, Rogenski NM, Baptista CM, Fugulin FM. Patient classification system: a proposal to complement the instrument by Fugulin et al. Rev Latinoam Enferm. 2007;15(5):980-5.
  • 13. Perroca MG. Development and content validity of the new version of a patient classification instrument. Rev Latinoam Enferm. 2011;19(1):58-66.
  • 14. Bochembuzio L, Gaidzinsk RR. [Instrument for classification of neonates in according of dependence degree of nursing's care]. Acta Paul Enferm. 2005;18(4):382-9. Portuguese.
  • Construction and validation of an instrument for classification of pediatric patients

    Ariane Polidoro Dini; Edinêis de Brito Guirardello
  • Publication Dates

    • Publication in this collection
      27 May 2013
    • Date of issue
      2013

    History

    • Received
      25 Mar 2012
    • Accepted
      21 Feb 2013
    Escola Paulista de Enfermagem, Universidade Federal de São Paulo R. Napoleão de Barros, 754, 04024-002 São Paulo - SP/Brasil, Tel./Fax: (55 11) 5576 4430 - São Paulo - SP - Brazil
    E-mail: actapaulista@unifesp.br