Engaging patients using an interprofessional approach to shared decision making FEA

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reVue Canadienne de sOins inFirmiers en OnCOlOgie
FEATURES/RUbRiqUES
AbstrAct
Many cancer treatment and screen-
ing decisions are dicult given that they
rely upon patients’ informed preferences.
Interprofessional shared decision making
is when two or more health care profession-
als collaborate with a patient to reach an
agreed-upon decision. To support patients
engagement in shared decision making,
eective interventions include patient deci-
sion aids and/or decision coaching. Patient
decision aids are typically written or vid-
eo-based resources, while decision coaching
is provided by trained health care profes-
sionals who are supportive but non-direc-
tive. Both interventions make explicit the
decision, provide balanced information
on options based on the best available evi-
dence, and help patients consider what mat-
ters most. The overall aim is to discuss how
oncology nurses can engage in an inter-
professional approach to shared decision
making.
cAse stuDY
Mr. Tremblay is a healthy 65-year-
old man diagnosed with localized
prostate cancer. He received his pros-
tate biopsy results and was told that
he has several options each with dif-
ferent long-term complications. He
can choose active surveillance or treat-
ment. Treatment options include sur-
gery, external radiation therapy, or
brachytherapy. The treatments have
similar survival outcomes, but risk of
long-term complications such as impo-
tence, incontinence, and bowel irrita-
tion varies. Mr. Tremblay is uncertain
about what to choose. What is the best
option for him?
introDuction
Individuals diagnosed with cancer
often have multiple options and expe-
rience a sense of personal uncertainty
about a best course of action. This per-
sonal sense of uncertainty, also known
as decisional conict, is often caused by
the need to weigh risks across options,
anticipated loss, concern about regret,
and/or challenge to personal life val-
ues (NANDA, 2005). For men with
prostate cancer, the chances of having
long-term complications such as impo-
tence, incontinence, and bowel irrita-
tion depend on the option (see Table 1).
Therefore, the best option for men with
prostate cancer needs to be based on
the best available evidence and patients’
informed preferences. However, only
about half of patients are actually
involved in decision making and the
other half agree to the treatment recom-
mended by their practitioner (Kiesler &
Auerbach, 2006). For prostate cancer
treatment, urologists typically recom-
mend surgery, while radiation oncol-
ogists typically recommend radiation
therapy. Studies in Canada and the U.S.
found that many urologists and radi-
ation oncologists provide unbalanced
information on options in favour of
cAno conFerence FeAture
Engaging patients using an interprofessional
approach to shared decision making
by Dawn Stacey and France Légaré
About tHe AutHors
Dawn Stacey, RN, PhD, CON(C),
Professor, School of Nursing,
University of Ottawa
France Légaré, MD, PhD, CCFP,
FCFP, Professor, Faculty of
Medicine, Laval University
Address for correspondence: Dawn
Stacey, 451 Smyth Road (RGN 1118),
Ottawa, ON K1H8M5
613-562-5800 ext 8419
Table 1: Low-risk prostate cancer options, benefits and harms (PSA<10; Gleason < 6)
(Division of Cancer Care and Epidemiology, 2013)
No treatment Surgery External
Radiation
Brachytherapy
POSSIBLE BENEFITS:
Death due to prostate cancer
(over 15 years)
7 out of 100 5 out of
100
5 out of
100
5 out of 100
Full bladder control 100 out of 100 88 out of
100
99 out of
100
95 out of 100
POSSIBLE HARMS:
Death due to treatment Not applicable 1-3 out of
1,000
<1 out of
1,000
<1 out of 1,000
Impotent due to treatment Not applicable 30-60 out
of 100*
40-60
out of 100
40-60 out of
100
Incontinence: leak enough
urine to need to wear a pad
0 out of 100 10 out of
100
1 out of
100
4 out of 100
No bladder control: need to
wear an adult diaper or use a
catheter, or have surgery
0 out of 100 2 out of
100
0 out of
100
1 out of 100
Bowel problems: bothersome
chronic diarrhea and blood in
the stool
0 out of 100 0 out of
100
2-5 out of
100
1 out of 100
*rates depend on type of surgery
456 Volume 25, Issue 4, Fall 2015 • CanadIan onCology nursIng Journal
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their own expertise and they are not able
to correctly guess mens preferences
(Fowler et al., 2000; Pearce, Newcomb
& Husain, 2008). Practice variations
in age-standardized rates of surgery for
prostate cancer range from 32% to 57%
across Ontario, and this variation may
be unwarranted given the best option
depends on mens informed preferences
(Cancer surgery in Ontario: ICES Atlas,
2008; Wennberg, 2002). The experi-
ence of men with prostate cancer is sim-
ilar to that of men and women facing
cancer treatment or screening decisions
for other types of cancer.
The overall aim of this article is to
discuss how oncology nurses can bet-
ter support patients to achieve qual-
ity decisions using an interprofessional
approach to shared decision making.
More specically, we will dene an inter-
professional approach to shared deci-
sion making, explore tools for oncology
nurses to use, and discuss ways of imple-
menting these approaches and tools into
clinical practice. Finally, we will demon-
strate how oncology nurses can use these
approaches and tools in the case exem-
plar of Mr. Tremblay who has learned
that he has localized prostate cancer.
interProFessionAl
APProAcH to sHAreD
Decision mAKinG
Shared decision making is the pro-
cess by which a health care choice is
made between a patient and a health
professional. Elements of shared deci-
sion making include being informed
on the options, clarifying patients’ val-
ues/preferences, and making or defer-
ring the decision (Makoul & Clayman,
2006). Ideally, the decision is also
informed using unbiased information
with mutual agreement on the best
course of action. Shared decision mak-
ing has been described as the crux of
patient-centred care that aims to ensure
all care is “respectful of and respon-
sive to individual patient preferences,
needs and values and ensuring that
patient values guide all clinical deci-
sions” (Committee on Quality of Health
Care, 2001; Weston, 2001). A synthe-
sis of studies has reported that when
patients are involved in decision mak-
ing, they have improved quality of life,
better sense of control over their illness,
enhanced symptom relief, and experi-
ence less fatigue, depression, and ill-
ness concerns (Hibbard & Greene, 2013;
Kiesler & Auerbach, 2006). However,
patients are very seldom engaged in
decisions about their health despite
that most would prefer a more active
involvement in decision making (Couet
et al., 2013; Kiesler & Auerbach, 2006).
Interprofessional shared decision
making is when two or more health
care professionals collaborate with the
patient to reach an agreed-upon deci-
sion (Légaré, Stacey, Gagnon, et al.,
2011; Légaré, Stacey, Pouliot, et al., 2011).
Interprofessional collaborations build
on the strengths of each professions
Figure 1: Interprofessional Shared Decision Making Model (IP-SDM)
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approach to care delivery such that pro-
fessionals work within their full scope
of practice and without intentional
duplication of services. According to
the Interprofessional Shared Decision
Making model (Figure 1), the process of
shared decision making involves: 1)mak-
ing explicit the decision to be made; 2)
exchanging information on options,
benets, and harms; 3) discussing val-
ues for outcomes of options and patients
preferences; 4) determining feasibility
of the options; 5) expressing a preferred
choice; 6) choosing an option; and
7)implementing the chosen option. This
model was built by an interprofessional
and international team upon ndings
from a theory analysis of previous con-
ceptual models (Légaré, Stacey, Pouliot
et al., 2011; Stacey, Légaré, Pouliot,
Kryworuchko & Dunn, 2010).
The interprofessional shared deci-
sion making model is composed of two
main axes, with the vertical axis repre-
senting the shared decision making
process and the horizontal axis repre-
senting the individuals involved in
the process (Légaré, Stacey, Gagnon
et al., 2011; Légaré, Stacey, Pouliot et
al., 2011). There are two main ‘teams’:
the patient/family team and the inter-
professional team that may include one
member assuming the decision coach-
ing role. Ultimately, the two teams
combine to form one. There are four
assumptions underlying the model.
First, involving patients in shared deci-
sion making is essential for reaching
decisions that are informed and based
on individual patient values. Second,
by the interprofessional team having
a common understanding of the ele-
ments of the shared decision making
process and recognizing the inuence
of various individuals on the process,
there will be improved success in reach-
ing a shared decision. Third, achieving
an interprofessional approach to shared
decision making may occur synchron-
ously in the example of a family confer-
ence in the intensive care unit but, more
often, occurs asynchronously. Fourth,
family or signicant others are import-
ant stakeholders involved or implicated
by the decision and their values and
preferences may not be consistent with
the patient.
Tips for nurses. Oncology nurses are
key members of the interprofessional
team and often inuential in the shared
decision making process when patients
are facing preventative, screening or
treatment decisions. Reecting upon
your role in shared decision making
may help you be more aware of how
you can better support patients fac-
ing these tough cancer decisions. Are
patients aware that there is more than
one option (e.g., including status quo)?
Are your preferences or those of other
team members inuencing the patients
or are you considering the patients’ val-
ues and preferences? Who on the health
care team is responsible for coaching
the patient into the decision making
process and, thus, assuring the patient
understands his/her options? What is
the typical process by which decisions
are made? Are patients experiencing
decisional conict? (see Table 2).
tools to FAcilitAte
sHAreD Decision
mAKinG: PAtient
Decision AiDs
Patient decision aids and decision
coaching are tools that can facilitate
the process of shared decision making.
Patient decision aids are dened as, at
a minimum, making explicit the deci-
sion, providing evidence-based infor-
mation on options, benets and harms,
and helping patients clarify their values
for outcomes of options to reach a pre-
ferred option (Stacey et al., 2014). They
may also include probabilities indicat-
ing the chances of benets and harms,
personal stories, and guidance in the
steps of decision making. Formats for
patient decision aids typically include
printed materials, videos, and/or com-
puter-based interactive programs. They
are designed to be used either in prepa-
ration for practitioner consultation or
for use with a practitioner during the
consultation. While the main goal of
educational materials is to improve
knowledge, patient decision aids sup-
port progress in decision making.
Findings from a systematic review
evaluating the eectiveness of deci-
sion aids for people facing treatment
or screening decisions revealed 52 of
115 (45%) randomized controlled trials
were focused on oncology decisions
(Stacey et al., 2014). Topics include:
a)screening for prostate, colon, cervix,
and breast cancers; b) genetic testing
for breast, ovarian, and colon cancer;
c) surgical treatment including breast
cancer (e.g., lumpectomy versus mas-
tectomy), prostate cancer (e.g., prosta-
tectomy versus radiation therapy ver-
sus active surveillance), prophylactic
mastectomy, orchiectomy for advanced
prostate cancer; and d) chemotherapy
or chemoprevention. Rigorous evalu-
ation of patient decision aids indicates
that patients who use decision aids have
improved quality of decisions, as evi-
denced by enhanced knowledge, a more
accurate understanding of the chances
of benets and harms, and improved
match between patients’ values and
the chosen option (Stacey et al., 2014).
They reduce overuse of options that
are not benecial for the majority of
those using it and they have a tendency
Table 2: SURE test to screen for decisional conflict (Légaré et al., 2010)
English French
Sure Do you feel sure about the best
choice for you?
Êtes-vous certain de ce qui constitue le
meilleur choix pour vous?
Uninformed Do you know the benets and
risks of each option?
Est-ce que vous connaissez les bénéces
et risques de chacune des options?
Risk/Benet
Ratio
Are you clear about which
benets and risks matter most
to you?
Avez-vous le sentiment de savoir ce qui
est le plus important pour vous à l’égard
des risques et bénéces?
Encourage Do you have enough support and
advice to make a choice?
Avez-vous susamment de soutien an
de faire votre choix?
458 Volume 25, Issue 4, Fall 2015 • CanadIan onCology nursIng Journal
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FEATURES/RUbRiqUES
to increase uptake of options that are
benecial for the majority of patients
using it, thus fostering “optimal use” of
health-related options. As well, patients
are more engaged in the decision-mak-
ing process with less decisional con-
ict and improved communication with
their practitioner.
Tips for nurses. Are you using patient
decision aids in your practice? If not, the
easiest way to nd patient decision aids is
to use an internet search engine. The A
to Z Inventory is the largest international
collection of publicly available patient
decision aids catalogued by The Ottawa
Hospital Research Institute (http://deci-
sionaid.ohri.ca/AZinvent.php). You can
search for a specic topic or browse the
full inventory. Each patient decision aid
is summarized, quality assessed using
the International Patient Decision Aid
Standards (IPDAS), and has a direct link
for obtaining access. If you don’t nd a
patient decision aid for a specic clini-
cal situation you can use a generic one,
the Ottawa Personal Decision Guide that
you can populate with specic informa-
tion http://decisionaid.ohri.ca/decguide.
html. Once you nd a patient decision
aid, are the options included relevant to
your patient population and/or clinical
setting?
tools to FAcilitAte
sHAreD Decision
mAKinG: Decision
coAcHinG
A decision coach is a trained facil-
itator who is non-directive and facili-
tates progress in decision making by
providing support that aims to develop
patients’ skills in thinking about the
options, preparing for discussing the
decision in a consultation with their
practitioner, and implementing the cho-
sen option (O’Connor, Stacey, & Légaré,
2008; Stacey et al., 2013). More spe-
cically, decision coaches: a) assess
patients’ decision making needs; b) pro-
vide information on options, benets
and harms (verbally or using a patient
decision aid); c) assess patients’ under-
standing; d) clarify patients’ values on
features and outcomes of options; and e)
may screen to determine patients’ needs
relevant to implementing the chosen
option (e.g., motivation, self-condence,
barriers, commitment). Coaching may
be provided face to face or via telephone.
Members of the interprofessional team
who may assume the decision coaching
role are diverse because decision coach-
ing is not dened a priori by a specic
profession and, thus, can be undertaken
by nurses, genetic counsellors, social
workers, psychologists, and pharma-
cists, etc.
A review of 10 rigorous studies
showed that when decision coaching
was used alone or with a patient deci-
sion aid, patients were more knowledge-
able, had higher perceived involvement
in decision making and were more satis-
ed with the decision-making process
than those who did not have coaching
or those who only had a patient decision
aid (Stacey et al., 2012). Nurses trained
as decision coaches describe their
experiences as more likely to recognize
the need for providing decision support
to patients, better prepared with types of
questions to explore with the patients,
and overall feeling more skilled in help-
ing patients (Stacey, Pomey, O’Connor
& Graham, 2006).
Tips for nurses. To learn more about
decision coaching and shared decision
making, there is an online program
“Ottawa Decision Support Tutorial”
(http://decisionaid.ohri.ca/ODST). It
is available free of charge and provides
a certicate of completion that can be
used as evidence of continuing edu-
cation. The Ottawa Personal Decision
Guide is a two-page decision aid that
can be used for coaching patients
through the process of decision mak-
ing for any decision. As well, there is
a script for standardizing the way it
is used and a video demonstrating its
use. Nurses also learn through reec-
tive practice and the Decision Support
Analysis Tool (DSAT-10) can be used to
self-appraise the quality of your deci-
sion coaching (Stacey, Taljaard, Drake &
O’Connor, 2008).
Table 3: Myths about (interprofessional) shared decision making
Myth Fact
It’s the latest fashion! In 1959, the modern physician was described as sharing decisions
with their patients (Menzel, Coleman, & Katz, 1959).
We already do it! There is always room for improvement. A review of 33 studies
showed an average of 23 out of 100 elements of shared decision
making occurring in current clinical practice (Couet et al., 2013).
Patients prefer to
make decisions on
their own!
It takes at least two people for shared decision making (Charles,
Gafni, & Whelan, 1997).
Patients don’t want to
be involved!
Over 90% want to be involved in shared decision making, but only
about 50% are involved and those who are more vulnerable are less
involved in sharing decisions = systematic bias (Kiesler & Auerbach,
2006)
Not everyone can
do it!
Implementing interventions to facilitate shared decision making
is better than doing nothing. Those interventions focused on both
the interprofessional team and patient are superior (Légaré et al.,
2014)
It takes too long! In studies of patient decision aids, seven studies showed no
dierence in length of time during the consultation, 1 study was
longer, and one study was shorter (Stacey et al., 2014)
Using shared decision
making will solve all
the problems!
No, but it will improve the process of decision making and the
outcomes (Stacey et al., 2014)
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imPlementAtion oF
interProFessionAl
sHAreD Decision mAKinG
Although there is good evidence
to support the need to better engage
patients in shared decision making,
many barriers interfere (Légaré &
Thompson-Leduc, 2014). Interestingly,
most of these barriers are, in fact, myths
to be dispelled (see Table 3). To over-
come barriers, patients from 44 stud-
ies have specically suggested that
nurses should explain information on
options, provide support by listening
to patient preferences, and then advo-
cate for patients by sharing their prefer-
ences with physicians (Joseph-Williams,
Elwyn & Edwards, 2014).
Findings from a synthesis of 39 stud-
ies showed that the most successful
approach to implementing shared deci-
sion making used strategies that tar-
geted both health care professionals and
patients (Légaré et al., 2014). Health
care professionals were more likely
to use shared decision making if they
received training. Patients were more
likely to inuence shared decision mak-
ing when prepared with patient deci-
sion aids. In any case, in trials where
both training of providers and decision
aids for patients were used, it appears
that implementation of shared decision
making was more successful than when
only one or the other was used.
Tips for nurses. To better support
patient engagement in making deci-
sions within clinical practice, oncology
nurses can start by identifying the com-
mon decisions and determine at what
point these decisions occur within the
process of care. Are there any relevant
patient decision aids that could be used?
Is there a need to enhance the shared
decision-making knowledge and skills
of interprofessional health care team
members? Measuring patients’ knowl-
edge or decisional conict leaving the
consultation has stimulated the need
to improve the way patients are sup-
ported to share decisions (The Health
Foundation, 2013; Légaré et al., 2010).
Another option is to encourage patients
to ask three questions (Shepherd et al.,
2011): 1) What are my options? 2) What
are the possible benets and harms of
those options? 3) How likely are the ben-
ets and harms of each option to occur?
cAse eXemPlAr:
mr. tremblAY
Mr. Tremblay is a healthy 65-year-old
man diagnosed with localized prostate
cancer. He has several options includ-
ing active surveillance, surgery, exter-
nal radiation therapy, or brachytherapy.
Mr. Tremblay is uncertain about what
to choose. To support men like Mr.
Tremblay, we implemented an interpro-
fessional approach to shared decision
making into the prostate cancer clinical
pathway at The Ottawa Hospital. The
following outlines the new process and
strategies used.
1. Based on the care map, the urolo-
gist informed Mr. Tremblay of hav-
ing localized prostate cancer based
on his biopsy results and told him
that he has several options. As part
of routine practice, all patients
complete a quality-of-life survey
to assess their overall quality of
life (Hurst et al., 1997) and pros-
tate-specic indicators including
current sexual function, urinary
function, and bowel function using
Figure 2: Prostate cancer treatment planning preference report
1 / 7 100%
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