July 2001

The Nursing Answer to Inequalities in Primary Health Care

 



This document was prepared by the Primary Health Network of the College of Nurses Aotearoa (NZ) Inc.,

and especially by
Dr Jenny Carryer, Dr Denise Dignam,
Barbara Docherty, Rose Lightfoot,
Jean Ross and Lyn Messservey.



This position paper is an update the strategy document Releasing the Potential of Nursing in Primary Health Care of September 2000


INTRODUCTION

The key goal of this primary health care nursing strategy is to provide the platform for an efficient and equitable delivery of primary health care nursing in community settings. Mindful of the need for a cost effective and well co-ordinated service, nurses working in this sector often experience a sense of frustration when their patients have unmet or poorly met needs. To this end a primary health care service which places people's need as a first priority, and which provides primary health care professionals with the opportunity for optimal contribution, is both essential and urgent.
Primary health care nursing encompasses population health, health promotion, wellness care for children, adolescents and adults, first point of contact care and community partnership. This service is provided in both urban and rural settings and geographical areas on these boundaries and includes a diverse patient mix of ethnic and cultural groupings.
The changing structure of primary health care in New Zealand and in particular the role of nursing, has been recognised at Government level within the recently released document The Primary Health Care Strategy (Ministry of Health, 2001). This document has significant implications for the primary health care nursing workforce, and has signalled opportunities and non-prescriptive direction for primary health care nurses. In light of these opportunities it is now the ideal time to discard the historical protection and finely tuned description of the current titles and roles for nurses working in the community and assert the identity of the primary health care nurse. This identity would not preclude the possibility of retaining the 'title and role' of particular nursing specialties within the primary health care nursing umbrella.
Aligned to this, nursing and primary health care in general needs a strong focus and certainty for vital educational and curriculum development. In addition, nursing needs a shared voice to engage in professional dialogue and a shared nursing vision to work within community partnerships. Such interaction will ensure participation in both construction and direction of policy.
The shared goal of nurses who provide care in the community and outside the environs of a general hospital, is primary health care. This is the service that many nurses deliver in a variety of settings that include: Plunket and public health, rural and urban general practice, after hours accident and medical centres, school and other community based clinics including marae, and in people's homes and communities in remote areas.

EXECUTIVE SUMMARY

In line with the WHO definition (1996, p.9) the College believes that until there is a change of emphasis from primary medical care to genuine primary health care '... it remains largely a disjointed set of fragmented provider and community groupings with little collective power to influence decision making'. The College also believes that if the vision inherent in the Government's primary health strategy is allowed full expression, there is a significant opportunity to radically improve the delivery of primary health care.
In focusing on the inequalities between the health status of Maori, non-Maori and Pacific peoples, the challenge for nurses working in the primary health care sector is to move beyond the current rhetoric and demonstrate leadership in meeting the needs of these groups. This will best be demonstrated by primary health care nurses developing and working in partnership to identify those groups in the population who are unable to access health services, and to deliver services which are culturally appropriate.
Nursing has for at least twenty years prepared graduates to deliver nursing care in a variety of settings with the goal of improving health outcomes to the population as a whole. Yet in spite of clear recommendations by the Ministerial Taskforce on Nursing (Ministry of Health 1998b), structural, educational and legislative barriers continue to impede the use of this major potential resource in the community. However it is envisaged that new and realisable opportunities will emerge for nursing and by nursing, as a result of the Government's Primary Health Care Strategy. The absence of a national educational framework for PHC nurses and the link to competency based annual practising certificates are issues to be urgently addressed.
We do not consider that it is in the best interests of the New Zealand population to have their primary health care services funded through the governance of general practitioners, IPAs or similar. Indeed the Primary Health Care Strategy has stated that the formation of Primary Health Organisations (PHOs) will be 'not-for-profit bodies' and 'must be able to show that all their providers and practitioners can influence the organisation's decision-making, rather than one group being dominant'. Neither is it useful to have other nursing services such as public health nurses and Plunket nurses rigidly constrained by contractual boundaries which do not always mesh with family nor community need.
During the last two decades these perceived barriers have resulted in limited expressions of nursing potential, and have discouraged the collaborative relationships often stated by many health professionals as being desirable in order for populations to be best served. The College argues that integrated primary health care nursing teams are an obvious vehicle for dissolving barriers, crossing boundaries and supporting a continuum of care.
The proposed structure to progress this development is a Primary Health Care Nursing Directorate established within the nursing sector. This Directorate would take the form of a national network of senior primary health care nurses who would provide clinical leadership and direction and a base for evaluative research into primary health care nursing outcomes. The major focus of such a Directorate would be to achieve an integrated and co-ordinated system of primary health care nursing through collaboration and input from each primary health care nursing sector.
It would be closely aligned with the Ministry of Health (although outside its confines) and is envisaged as being also closely aligned with development and implementation of Ministry Policy. Other key stakeholders would be the College of Nurses Aotearoa, the Nursing Council of New Zealand and the New Zealand Nurses' Organisation. A workable nursing governance structure is an essential ingredient to lead the co-ordination and consolidation of nursing services in the primary health care sector.
The move from a 'fee-for-service' arrangement to a needs-based funding for population health care necessitates an alternative funding proposal for nursing. This is suggested as a means of encouraging and supporting the provision of primary health care nursing rather than to continue the fragmented system which currently exists and which tends to favour primary medical care.
A key role of the Primary Health Care Nursing Directorate would be the immediate development of a robust and agreed national framework for appropriate post-graduate education for all nurses in primary health care roles. Such nurses would share a common set of generalist primary health care nursing knowledge and skills and could then proceed, if appropriate, to develop advanced nursing skills in their particular areas of professional practice.
This document provides the evidence and rationale for the development of a resourced National Primary Health Care Nursing infrastructure in order to ensure:
* The best possible outcomes for New Zealanders in line with Government policy and strategic direction.
* The very best utilisation of nursing potential.
* The best possible outcomes for those groups who are disadvantaged through current inequalities in health care access and provision.
* The development of strong, collaborative contractual opportunities for all health professionals working in primary health care.
NB: In this document the term nurse refers always to registered nurse.

1. OPPORTUNITY
The goal of this document is to maximise nursing's contribution to meeting the Government's key health strategies.
The vision of a new health system acknowledges the central role of a strong primary health care system in improving health of New Zealanders and tackling inequalities in health. The six key directions detailed in the Government's Primary Health Care Strategy to align primary health care within this vision are to:

* work with local communities and enrolled populations
* identify and remove health inequalities, by ensuring accessible and appropriate services for lower socio-economic groups, Maori and Pacific peoples
* offer access to comprehensive services to improve maintain and restore people's health
* co-ordinate care across service areas
* develop the primary health care workforce
* continuously improve quality using good information.

The restructuring of the Primary Health Care Sector is part of the formation of District Health Boards and Primary Health Organisations. There is now a timely window of opportunity to concurrently implement a primary health care nursing service, as an essential and integral part of the vision for the sector. This discussion document provides the rationale for strongly positioning nursing in the sector, and provides an opportunity for nursing and other health professionals to work more collaboratively.
Any changes to nursing structures and developmental processes need to be guided by some critical considerations including:

* Will such changes ensure improved patient outcomes?
* Is there a need for advanced nurse practitioners in primary health care, and if so what infrastructure and processes will need to be established in order to develop and support such a career structure?
* How can changes be implemented so as not to create a threat or division amongst other health service providers in the primary health care sector?
* What mechanisms will best ensure primary health care nurses and medical practitioners work in a way that complements the distinct contribution that nursing and medicine make in the sector?
* What governance structures at all levels are best incorporated to ensure nursing is critically involved?

2. PRIMARY HEALTH CARE

Until there is a change of emphasis from primary medical care to genuine primary health care, '... it remains largely a disjointed set of fragmented provider and community groupings with little collective power to influence decision making' (WHO, 1996, p.9).2.1 The Nature of Primary Health Care
The desire for population based health care and an increased emphasis on primary health care is long-standing. As recently as 1997 the World Health Organisation reaffirmed five health promotion action areas, within a Primary Health Care framework, as:

* To Build Healthy Public Policy
* To Create Supportive Environments
* To Develop Personal Skills
* To Strengthen Community Action
* To Reorient Health Services.

Nursing supports a comprehensive definition of Primary Health Care:
A conceptual framework for providing public health and primary care services; it includes delivery of essential, affordable, accessible, and acceptable health care to the community, with an emphasis on disease prevention and health promotion, community involvement, multi-sectoral co-operation, and appropriate technology (Stanhope and Lancaster, 1996, p.1100).
Primary care can then be separately and more usefully defined as:
Typically the point of first contact or the entry point into the health care system, emphasises management of commonly occurring diseases or chronic disease (Stanhope and Lancaster, 1996, p.1100).
As long as primary care is covertly understood as primary medical care then community development, disease prevention and health promotion will be marginalised. The health episode characterised by self-referral to medical care is a reactive process to a health crisis rather than a proactive intervention for health. Self-referral requires that patients are able to make informed decisions, have motivation, transport, a belief that the service is culturally appropriate and a certain level of private resource to enable access to service.

3. MAORI HEALTH

In focusing on inequalities between the health status of Maori and non Maori, the challenge for nurses working in the primary health sector is to move towards a goal for health, which should be an equitable right, available to all. Nursing and nurses must demonstrate leadership in meeting the needs of Maori by developing and working in partnership to deliver appropriate services. Effective, innovative and alternative health services must be available to Maori.

3.1 Maori Health Overview

Nursing believes that achievement of positive health outcomes for Maori is an integral component of any future primary health care development strategy. Maori health is consistently identified as a health priority at government level with funding being allocated accordingly. The Treaty of Waitangi affords Maori the protection of taonga, of which health is a fundamental component. Despite Maori health achieving priority status, issues of accessibility, affordability and appropriateness of health services continue to be of concern to both Maori and health professionals. Nursing is in a prime position to address the issues of accessibility and affordability and ultimately to increase their effectiveness in the primary health care sector.

3.2 Maori Concepts of Health

A medical approach and an orientation toward disease have dominated the New Zealand health care system. This approach, however, has not accommodated the concept of health held by Maori, which encompasses a holistic worldview. Health models such as Te Whare Tapa Wha (Durie, 1998) and Te Wheke (Pere, 1991) stress the complex interweaving of the physical, emotional, social, spiritual and ancestral dimensions.
These dimensions determine both health and well being at the levels of the individual, whanau, hapu and iwi. Put simply, health concerns for many Maori extend well beyond the physical concerns expressed by many non Maori health professionals. In order for health gains to be made amongst Maori, recognition of broader concepts of health must be made by nurses and other primary health care providers.

3.3 Community Development

Central to the notion of primary health care is community development and working with community populations to maintain and improve health at the level of the individual, whanau, hapu and iwi. For this to be achieved Maori must have greater functional participation in the Health and Disability Sector, not only from a Maori provider perspective but also from a mainstream perspective.
The nature of Maori participation must be determined by Maori at the hapu-iwi level, and then negotiated with the relevant Primary Health Organisations. There also needs to be a greater responsiveness to the needs of Maori as identified by Maori. This needs recognition that due to socio-economic conditions some Maori are forced to operate in survival mode, and also that many Maori health professionals working to empower communities are overloaded.
For greater impact on the health status of Maori the method of determination of services must be congruent with the needs of Maori. Nurses working within the primary health care sector can facilitate the development of communities through enabling priorities, needs and services determined by the community, with the fundamental goal of improving health outcomes.

3.4 Accessibility
Accessibility of services includes critical factors which influence whether an individual or whanau is able to safely access primary health care services. These are transport, geographical location, financial resources, communication and the reception provided by health professionals and other staff.
Although many Maori know when they require health care services, feelings of whakaama often prevent them from effectively utilising these services. Other factors can also impact, such as concern about outstanding accounts, the need to pay prior to being able to access a service when money is not available to do so, or the reception they experience is devoid of respect and dignity. Many services are thus perceived as being inaccessible. For some, geographical location and a lack of transport compound this.
There can be no doubt that affiliation with one primary health provider could be advantageous to Maori, particularly from a continuity and relationship perspective. However primary health care providers must demonstrate that they are able to offer a range of services that give Maori choice, including the accessing of tohunga and rongoa as acceptable and valid health care options.
There will be Maori who may choose not to affiliate with one primary health provider for a variety of reasons and there will be those who are reasonably transient, thus making affiliation difficult. Some of this group previously accessed the services of Emergency Departments. Because of the nature of their need for health care and the fact that they did not meet the service priorities, they are often turned away thus requiring them to access private health services that are costly and/or unaffordable. The result may be an essentially avoidable hospital admission.

3.5 Affordability
The status of Maori health is closely connected with socio-economic determinants and there are many examples where Maori are unable to access primary health care due to cost, location or the financial rules under which some primary health care providers operate.
Inability to access primary health care services in a timely manner often results in an unnecessary deterioration in health status. In addition there is much need for good health promotion, such as parenting skills or nutrition support.
We argue that the option of increased accessibility of nursing services as proposed in this document has the potential to resolve some financial barriers for Maori through both improved prevention and improved access.

3.6 Appropriateness and Cultural Determination

The appropriateness of a service has always been a major determinant for Maori accessing primary health care services. The persistence by health professionals and government agencies to achieve a national pan-Maori approach to the delivery of primary health care services fails to recognise the diversity that exists amongst Maori at the whanau-hapu-iwi level.
Therefore nursing must recognise the diversity which exists amongst Maori by being receptive to Maori determining their health needs through the formation of functional partnerships. Nursing is also in a prime position to facilitate the cultural enrichment of health care services by ensuring that traditional healing practices become legitimate options for Maori consumers of health services.
Effective representation is crucial to ensuring that services are appropriate. However, the nature of effective representation is problematic and must be left to Maori to determine at the hapu-iwi level, rather than having the nature of representation dictated to them as a group from a national perspective. When the nature of representation is determined for groups such as Maori, this invariably reduces the effectiveness of the representation and thus affects the objectives of primary health for Maori.
Nursing must also make a concerted effort to attract Maori into the various facets of the health workforce. This may require that present methods of education delivery be reviewed to ensure that Bachelor of Nursing programmes are delivered in a way which maximises the learning and subsequent success of Maori, and prepares registered nurses to work in the primary health care setting.
All primary health care sector nurses should undergo training to improve their effectiveness when working with Maori. This training should be delivered within a local context and build on the core cultural safety programme embedded in the undergraduate degree.

4. THE CONSUMER PERSPECTIVE

The reason for the existence of any health professional group is the needs of the people whom they serve.

4.1 Consumer Rights
The World Bank has at last acknowledged that income and wealth do not "trickle down" (Woodward et al., 2000). The Bank acknowledges the global increase in poverty and the need to focus on the association between socio-economic status and poor health.
The close association between poorer socio-economic status and poor health is well recognised as a result of extensive research. This research repeatedly documents the existence of the relationship but fails as yet to tell us the "nature of the differences between people who are in different places on the SES spectrum or about their experience in relation to health" (Chamberlain, 1997, p.400).
It is however evident that for Maori, Pacific Island people, and many other New Zealanders, previous systems of community based care have not addressed significant inequities. These inequities can be demonstrated in morbidity, mortality, use of emergency and secondary services and in different levels of well being across a wide range of indicators. This remains of immense concern to nursing particularly as nurses know their services to be under-utilised (Ministry of Health, 1998b).
The publication of the Code of Health and Disability Services Consumers' Rights (1996) reflects the strong focus that New Zealand has on consumer rights in health care, and the growing level of consumer activation is an important development in providing health care. However, it is important not to overlook those members and groups in communities who remain voiceless and do not easily utilise the mechanisms of consumer participation.

4.2 Reaching the Hard to Reach
A significant proportion of New Zealanders are theoretically able to access health care when it is required. There is however a well identified proportion of the population who are unable to access health services or participate in community decision making because of a range of factors, including those identified by the National Advisory Committee on Health and Disability (1998) associated with poor health status.
* Unemployment, leading to apathy, denial of existing health problems, exacerbation of stress-related illnesses and depression, reluctance to access primary health care, having no alternative but to choose cheaper, less nutritional food sources.
* Financial, including lack of car, telephone, and/or medical insurance, as well as costs of primary health care providers and prescriptions.
* Poor housing, usually due to little income for rent, repairs and maintenance, and/or overcrowding.
* Limited general education, so that essential health promotion information may not be accessed or utilised, or entitlement understood. Often this is because the information itself is not delivered in a way which is appropriate or meaningful, or the delivery of information is not tailored to the level of need or understanding of the recipient.
* Cultural, including lack of understanding, and discomfort with health care provided by people of different ethnicity from the recipient. Mainstream health care providers are frequently unwilling to acknowledge or facilitate the use of an individual's own cultural or alternative healthcare practices, or to include these within routine healthcare provision. Similarly there are well documented gender issues which may act as barriers to effective services.
* Language is a contributing barrier to access. The burgeoning immigrant population are particularly isolated, often having emotional or psychological difficulties which can only be explored verbally, corresponding with a lack of adequate professional interpreting services (Jones and Paramjits, 1998).
* Isolation, which includes not only the above, but also geographical distance from health care facilities.
* Choice is considered to be a fundamental right. People experiencing socio-economic disadvantage could well benefit from improved nursing services in the community.
Most interventions to date have been aimed at increasing healthy behaviour within low socio-economic groups and investigating the effects of poor social and economic circumstances on health (Ministry of Health, 1998a). The Committee stressed the need for health education to be combined with personal support if it is to be effective, and recommended that stronger emphasis be placed on reducing the socio-economic inequalities themselves (RNZCGP, 1999).
Primary health care nurses represent a large segment of the workforce, within which they are already well-distributed, potentially cost effective, and mobile. Nursing offers a unique combination of knowledge, skills and expertise that validates the nurse's position as an effective health professional, facilitating access, ensuring acceptability and working as advocates to reduce inequities for consumers.

5. THE NATURE OF NURSING AND THE CAPACITY OF PRIMARY HEALTH CARE NURSING

The values embodied in nursing are about the enabling of human health potential in a wide range of contexts. This approach seeks to foster optimum health in individuals and communities and is mindful of the particular challenges and inequalities that may be present in different contexts. * Nursing is a combination of many elements: knowledge, styles and models of care, professional codes, clinical skills and attitudes. Central to nursing is the patient relationship, which emphasises continuity of services and care, and provides monitoring and evaluation of all health-care components for that patient. Nursing acknowledges the inter-sectoral contributions to health status and practices within key principles of equity, access, self determination and inter-sectoral collaboration.
* Within nursing education a particular focus has been given to the complexities surrounding health and wellness and the impact of socio economic factors on the health experience. Increasingly nursing has developed a theoretical focus not just on the causes of disease and poor health but on the underlying source of those causative factors: unemployment, education status, income and housing. For nurses, health sector reports provide affirmation for the content and focus of our nursing education programmes and a stimulus to prepare graduates with skills to deliver health care most effectively to those who most need it.
* Nursing has pioneered the teaching of cultural safety in order to produce practitioners who are acceptable to diverse and hard to reach groups. Kearns (1997) notes that nursing's initiative in cultural safety represented one manifestation of a broader trend towards transferring power in health care. He argued that because cultural safety offers both an analysis, and a solution to imbalances of power in society, it can contribute to different ways of seeing and professionally practising in the community.

5.1 A Vision for primary health care nursing
Primary Health Care (PHC) Nurses will be registered nurses, with knowledge and expertise in Primary Health Care. This will be derived from the undergraduate nursing degree (or its equivalent for those registered prior to the degree programme) and ongoing education relevant to their particular practice area. This may be specific education relevant to Plunket nursing or additional skills such as cervical smear taking, vaccination, asthma management, population health and many other possibilities.
Their nursing practice occurs in a variety of urban and rural health care settings, with a patient base that may be an individual, family group or a population group. As primary health care nurses they will be directed by evidence based practice and assume responsibility and accountability for maximising patient benefit. PHC nursing, as a complementary source of health care, is undertaken in collaboration with the patient and a variety of health professionals.
In initiating nursing action, these nurses draw on extensive knowledge including physiology, health promotion, disease prevention, life span development, pharmacology, cultural safety and the application of appropriate nursing interventions. This educational base assists nurses to make clinical decisions concerning identification and management of common conditions, co-ordination of consultation and referrals, and supports them in applying theoretical concepts to the provision of high quality health care.
The theoretical and practice content of a nursing degree, relevant to primary health care, includes:

* Health promotion
* Health education
* Parenting
* Child development and human development across the life span
* Mental health
* Disease prevention and management
* Alcohol and drug issues
* Sexuality and sexual health
* Communication skills at an advanced level
* Grief work
* Healthy ageing
* Physiology
* Pharmacology
* The application of appropriate nursing interventions.

The educational and theoretical base supports nurses to make clinical decisions concerning the optimal achievement of good health, the identification and management of common conditions, and co-ordination of consultation and referrals. Patient benefit and community development is maximised as PHC nurses work alongside the individuals, family groups and communities. These nurses are responsible and fully accountable for their own practice and for providing high quality health care.
A proportion of primary health care nurses will gain clinical Masters degrees and practice as nurse practitioners within this scope of practice. This group will have undertaken extended education which will include advanced assessment and intervention, extended pharmacolgy, pathophysiology, epidemiology and relevant health policy.
Nurse practitioners in primary health care may or may not choose to take up the responsibility of prescribing depending on the needs of their client group. Nurse practitioner scopes of practice in primary health care will include family and child health, sexual and reproductive health, community based disease management and screening, generalist first level services, health education and counselling.

The Primary Health Care nurse will:

* be accountable for maintaining effective nursing practice through engagement in ongoing professional development and post-graduate study as relevant to her/his practice;
* implement nursing interventions based on best practice guidelines and with regard to diverse political, social and cultural contexts in which care is provided;
* be a reflective practitioner who audits the quality of nursing practice through peer review, supervision or mentoring;
* work in integrated teams to provide a continuum of care which crosses current boundaries, reaches the hard to reach and gives priority to promoting health.

5.2 Scope of practice

Primary Health Care nursing includes the following:
* merging personal health support with population based public health to advance self empowerment for mobilising individuals, families and communities;
* nursing activity that provides primary health care directly or indirectly, in collaboration with individuals, family groups and communities in order to assist in the promotion, maintenance, restoration and preservation of their health;
* nursing action that anticipates, assesses, responds to and evaluates the health needs of individuals, family groups and communities who are known to have or be at risk of a health deficit;
* nursing strategies that include leadership roles in advocacy and negotiation, case management and delivery, case-finding, planning, education and research;
* nurse management of potential and actual complex health problems by working in collaboration with other providers, individuals, consumers, family groups and communities across the life span and on a continuum;
* the application of evidence based practice and the conduct of research;
* recognition of the Treaty of Waitangi and the right of tangata whenua to self determine health.

5.3 Models of primary health care nursing
Models for delivery of primary health care nursing differ according to specific needs of populations and the geographical areas to which this service is provided. Such models may include:

5.3.1: Rural and outlying areas

Nurses working in outlying or rural areas mostly live and work as visible members of the communities they serve. Because of this they are in an ideal position to form natural links between their sector, the community and other health professionals. Because of long standing difficulties in retention of general practitioners in rural and remote areas, rural nurses are developing a nursing role which differs in part to that of their urban counterparts.
Special considerations for delivery of these nursing services include issues relating to isolation and long distances. Additional stresses include an emphasis on outdoor work which increases accident rates; mental health problems due to isolation and the limited availability of counselling or support groups; high alcohol and tobacco consumption; the distance from main urban centres and the impact of this on medical and trauma emergencies.
Such a service delivery means ensuring that the complementary roles of rural nurses, general practitioners, local hospital, farms, and schools are closely linked, thus providing these nurses with a rare opportunistic and total response to the health needs of their community.

5.3.2: Community and family assessment

Appleton (1996) found that nurses, when present, are the most likely to identify vulnerable families who are experiencing crisis, ill health and child abuse. The nurse's ability to support families at risk was found to depend on their being able to utilise six inter-relating factors. These factors were: knowledge of the family's community, reflection-on-action, situations/families which caused the nurse to be concerned, the nurse's own knowledge base and experience, past history of the family, and a degree of gut feelings and instinct. Working with 'at risk' families is an example where the primary health care nurse could also work across sectors to improve the health and social situation for the family.
The health service requirements of families have to be assessed within the overall framework of the community within which they live. Targeting health services only to families with identified needs (such as a family with a child with asthma) ignores other families who may be equally vulnerable but do not fit the targeted sector. In the same manner, free medical care to children under six allows the assumption that this group's needs are being met, when there are many important ways of maintaining the health of children that are not part of free medical care.

5.3.3: Community participation, action and partnerships

Primary health care nurses have been shown to work alongside communities to set priorities for health promotion strategies, and to plan and implement activities that help communities to achieve improved health (Te Ha o Te Oranga o Ngati Whatua Maori Mobile Nursing Service).
Nurses recognise that relinquishing control is an important aspect of community participation. Relinquishing control is not to abdicate responsibility but rather to engage in the professional role of facilitation and co-ordination that raises the health consciousness of the community. Few preventative health strategies can be successful if they are planned in isolation from the community towards which they are directed. If there is an agreed and identified health issue within a community, nurses are in an ideal position to lead as change agents and manage change in collaboration with communities.

5.3.4: General practice settings and first contact care

There is international evidence that nurses provide first-contact primary clinical care as safely and effectively and with as much satisfaction to patients as a general practitioner (Pearson, 1988; Marsh and Dawes, 1995; Richardson and Maynard, 1995; Campbell, 1997; Mundinger, 1998, 1999; Grandinetti, 1999; Dobson, 1999; Mundinger et al., 2000; Kinnersley et al., 2000; Shum et al., 2000; Venning et al., 2000).
Many authors also note that patient satisfaction was higher when nurses provide first contact care due to the more collaborative, informative and interactive style of nurses. In a British study, nurses trained in ear care and working as part of primary health care teams helped to reduce costs, GPs' work-loads, and the use of antibiotics. Patients also reported improved satisfaction with their care (Fall et al., 1997).
Given appropriate education, nurses are able to identify conditions and manage a vast range of primary (health) care related events. In particular primary health care nurses are ideally placed to provide brief and opportunistic interventions to assist patients in making lifestyle changes in harmful behaviour. Research shows that the nursing skills valued by patients, such as explaining, and listening to and understanding patients' needs are not readily quantifiable.
However there is now a substantial international body of research showing that nurse-led services have positive effects on health care delivery and on the health outcomes of patients (Knaus et al., 1986; Krakauer et al., 1992; Prescott, 1993). Evidence of this nature has been present in various sources since the 1970s.
Significantly however more recent research has taken the form of randomised controlled trials thus attempting to control the many variables which have potentially invalidated the findings of previous work. In particular the work of Mundinger et al. (2000) strongly argues that even within the traditional medical model of primary (health) care, patient outcomes for nurse practitioner and physician delivery of primary (health) care do not differ.

5.3.5: Home visiting

Home visiting has historically been a particular feature of nursing services in the community. The American Academy of Pediatrics (1998) provides considerable evidence to support the health benefits of home visiting. The benefits are wide ranging and include direct improvement in birth outcomes, significant maternal health improvements and other long-term benefits.
The long term benefits were identified in a fifteen year follow up study and included decreased use of welfare, decreased incidents of child abuse and neglect and reduced maternal criminal behaviour. They conclude that health visitation programmes can be an effective early intervention strategy.
The practice area of health visiting by nurses (as it is called in Britain) is based on four principles. These are: the search for health needs, the stimulation of an awareness of health needs, the influence on policies affecting health, and the facilitation of health enhancing activities (Buttigieg, 1995). This aspect of primary health care nursing embraces health promotion, health teaching, monitoring and direct care.

5.3.6: Surveillance and monitoring

Nursing in the community includes aspects of surveillance and monitoring. These are essentially public health strategies to determine efficacy in both individual and population based interventions. An epidemiological approach stresses that nursing interventions must be geared towards meeting the health needs of the population. The economic approach is to suggest that meeting all the health needs of the population is impossible, therefore it is best to ask how scarce resources can be used to bring about health gain (Robinson and Elkan, 1996).
A community based nurse who implements population health strategies will do so while negotiating the tension between epidemiological approaches, economic approaches and nursing responses to family, community and socio-cultural assessment (Carryer et al., 1999). The notion of surveillance is one which produces discomfort for both those required to provide it as well as those on the receiving end (Walsh and Gough, 1999). Nurses argue that surveillance is only acceptable as an integral part of overall caring and assistance and that this is a very appropriate role when derived from the skill base of nursing.

6. DRIVERS FOR CHANGE IN PRIMARY HEALTH CARE:
      FROM A NURSING PERSPECTIVE

Nursing has for at least twenty years prepared graduates to deliver nursing care in a variety of settings with the goal of improving health outcomes. Structural, educational and legislative barriers continue to impede the full and appropriate use of this potential resource in the community.

6.1 Nursing Workforce Issues

* There is a considerable tension between what nursing is in its theoretical intent and focus, and what it has become due to patterns of utilisation. The burden of care for nurses, patients, their families and caregivers has demonstrably increased with changes in the nature of hospitalisation, and especially the trend of shorter inpatient length of stay which transfers significant burden to families and communities (Fagin, 2001).

* Retention of nurses has become a crucial issue as internationally the shortage of nurses increases steadily. There is anecdotal evidence that young graduates will not tolerate the wastage of their skills and knowledge in community based practice that does not fully utilise their potential contribution.

* The present primary health care funding arrangements for general practice sees nursing activity negotiated through the medical profession. Nurses in this setting are employed in the private sector within a model that allows scope of practice to be determined at the discretion of the GP without reference to a national nursing framework. General Practitioners have no knowledge base from which to determine what is an appropriate nursing service. Nurses working in other roles in the primary health care sector are frequently employed within confined narrow contract specifications that do not reflect human need.

* The contract culture of the recent health market, has altered nursing to a commodity (Walsh and Gough, 1999), which is shaped and driven by that market. We now see nursing work becoming increasingly specific and in effect 'broken down' into disease categories or age ranges or even in relation to body parts. This is complicated because on the one hand specialisation is useful and allows for the development of a type of expertise. Conversely it reduces the strength and usefulness of nursing, and supports a medical and reductionist health service focus on what are often deeper family and community health problems that would benefit from a more holistic or 'global' response (Carryer et al., 1999).

* A steady reduction in the specific contribution of nurses to the community has occurred as contracting pressure has precipitated reduction in numbers of vital groups such as public health nurses. With the exception of practice nurses, it is nurses working in primary health care delivery who appear to have been substantially reduced in recent times, despite research which indicates the increasing need for an effective public health service (Pybus, 1993; Dignam and Alpass, 1998).

* At the same time as we see a reductionist focus in the utilisation of nurses there is an increase in other health practitioners such as strengthening families co-ordinators, generic health care workers, community workers and a range of support workers. The assumption that nursing offers nothing tangibly different from medicine has influenced the preparation of a new form of worker who it is presumed will provide a new type of service more akin to the requirements of primary health care delivery. This is a supreme irony for nursing which has spent years trying to break free from its traditional shackles to medicine, yet finds that funding and delivery structures continually trap nursing services under a medical umbrella and then seek to replace them with a new type of practitioner (Carryer et al., 1999).

* New graduates tend not to be employed in community settings, and this forces them to work in hospitals first (Ministry of Health, 1998b). There are difficulties with new nursing graduates transferring to community settings in areas where leadership role models are scarce and where the clinical career pathways in the community are absent. Leadership in primary health care nursing is under-developed, and there is an absence of a nursing governance structure. The primary sector has been unable to develop any systematic approach to transition to practice or provide good quality clinical placements for undergraduate nursing
students.

6.2 Repositioning Nursing

* There is a need to reposition nursing within a true primary health care team in order to support the key objectives of the Primary Health Care Strategy. Moving beyond the fragmentation and medicalisation which has previously characterised primary health care delivery, means that expert nursing services can contribute to meeting the trajectory of patient needs. In order to achieve the population health objectives the unit of delivery must become the primary health care team in its widest context. Historically general practice has carried the burden of first contact care resulting in a lack of continuity with other primary health care services.

* Primary Health Care is currently delivered from a number of public and private service providers. Within such structures there are overlapping boundaries and a lack of integrated service provision. A major driver for health care delivery is the associated funding mechanisms, and the principle to drive any structural changes must be the mandate to deliver patient centred care. The professional aspirations and financial drivers must be secondary to service provisions that hold the patient needs central. The possibilities for structural changes in primary health care service provision include increased nurse case management, family practitioner roles (Litchfield et al., 1994), self referral services, co-ordinated care and the adoption of primary health care teams as the linguistic and practical manifestation of community based services.

* Throughout the 1990s the health reforms have supported, even if unintentionally, the growth of primary medical care (Malcolm, 1993). A review is required of the way service provision is negotiated, funded and delivered in the primary healthcare sector to ensure consumers benefit from the full potential contribution that nursing offers. Nursing management at Primary Health Organisation (PHO) level with a clear and integrated nursing service structure, will ensure that primary health care nursing has true governance and a line of accountability. Tangible leadership at that level will at the same time consolidate and strengthen the primary health care nursing workforce.

* Collaboration between health professionals is critical to the success of primary health care teams. At present many community based nurses work in assistive and somewhat compensatory roles, unable to contribute as full and equal members of a multi-disciplinary team due to limited access to resources, physical workspace and postgraduate education (Ministry of Health, 1998b). New ways of working collaboratively need to be developed and implemented by nurses and medical practitioners. However barriers to this occurring in a constructive way will continue if the present structures which govern ownership and funding of IPAs and general practices are translated into the PHOs. For these reasons a primary health care role needs to be developed which encompasses the notion of collaboration relevant to the partnership concept between health professional and the consumer of health services and which removes the notion of nurses primarily being employees.

6.3
The need to develop a cohesive framework for primary health care post-graduate nursing education
One of the major difficulties created by the current diverse roles and titles of nurses in primary health care is the lack of a unifying focus for post-graduate education in this context. As identified by the Report of the Ministerial Taskforce on Nursing (Ministry of Health, 1998b) there is a paucity of funded post graduate education for all nursing scopes of practice but it is especially poor in primary health care.
This directly allows at best, limited, and at worst, very poor nursing practice in many community based settings. It also reduces the confidence of many practitioners of long standing to take on expanded or more challenging roles.
Whilst the context and some specifics of delivery will be different for various nurses practising in the variety of nursing roles that exist, there is, as previously discussed a core body of knowledge related to nursing in the community. Thorough groundwork is done in the undergraduate programme but there is a need to develop postgraduate/post registration courses at certificate and diploma level to extend existing nurses in the community and maintain the life long learning of community based nurses.
Similarly work needs to be done (and has commenced) to develop an agreed curriculum for a primary health care scope of practice in the clinical Masters degree for nurse practitioners.

7. FUNDING

It is not in the best interests of the New Zealand population to have their primary health care services funded via governance mechanisms that create inequities for those providing the service. The Primary Health Care Strategy (Ministry of Health, 2001) states that 'most Government funding of primary health care services ... has led to an uneven and inequitable distribution of resources.' Nursing must therefore be fully involved in any nursing funding and delivery processes at a governance level.

7.1 Current Funding Issues

7.1.1 In District Health Boards
Currently public health nurses provide a range of services that are bound by funding streams (mental health, personal health public health, disability support services) and the resultant contracts which arise from them. This along with the separation of the health promotion role has placed artificial boundaries and severe limits around the scope of practice of public health nurses. Similarly the public/private split between practice nurse/GP work and district nurses means that some patients will see a number of nurses in any one day, each for a different reason. The confusion of terminology regarding the roles of outreach nurses also places them within a secondary/tertiary and sometimes a primary split.

7.1.2 In General Practice Boards

The practice nurse subsidy has long been a major barrier to the development of primary health care nursing in this context. It was introduced in 1970 to improve the delivery of health services in rural areas but has been of limited benefit to practice nurses in the long term. Michel (1997) noted that the lack of evidence as to health benefit through the utilisation of practice nursing services is largely because the employing general practitioners are not accountable for utilisation of the nursing service. This lack of accountability and the frag-mentation of the present funding delivery process can be directly related to a funding system that does not require accountability procedures or process and the lack of a central agency that monitors its use at a national level. There are clear indicators that the full potential of practice nurses is greatly impeded in many general practice settings because of the factors already discussed elsewhere in this document.

7.1.3 Community nursing services

It is also not useful to have nursing services, such as public health nurses and Plunket nurses, rigidly constrained by contractual boundaries that do not always meet with family and community need. Over the past 20 years this has resulted in limited expressions of nursing potential and has discouraged the real possibilities of collaborative relationships between professionals working in primary health care.
Currently Government proposes to move towards a more capitated system of funding based on a population approach through patient affiliation (enrolment). This would mean that health professional groups or individuals would be paid a lump sum per person enrolled with them and would require consumers to willingly nominate a service provider. The per capita sum could be for a given or total range of health services.
There is considerable debate in the literature as to the efficacy of such a funding system. Although it has been lauded as allowing practice nurses more autonomy within their practice, capitation per se may not necessarily change the nature of services if the funding and allocation of service and tasks is still decreed by the general practitioner or IPA governance. Cumming and Mays (1999) in reviewing some of the limited research, conclude by suggesting the need to remain cautious about automatic benefits from capitation without additional concurrent changes in New Zealand's primary health care delivery.
It is however imperative that any capitation formula such as presently envisaged, should not be based on the present Practice Nurse Subsidy allocation of funding as this will further undermine and devalue the role of nurses working in primary health care.
There are a number of ways the present funding system could be better managed in order to allow nursing services to be more appropriately utilised and accessed. This would include redirection of the monies presently provided for nursing services via the Practice Nurse Subsidy Scheme and transfer of monies spent on public health nurses to the primary health organisations. The payment of salaries to primary health organisation staff will assist in direct purchasing of nursing services and more effective team structures.
Over and above the resources allocated to the delivery of primary health care, there is a significant amount of resource directed to the provision of community health related services. These are mainly provided through District Health Boards as price volume contracts although some such as Well Child are purchased through the Royal NZ Plunket Society and iwi providers.
The DHB's community related services are currently broken down into Home Health, which provides a range of domicilary nursing and other services, and Public Health, which includes services such as communicable disease screening and management, well child services and health promotion. Purchasing services in this way clearly not only fragments service delivery but results in gaps and duplication.
Currently PHC nursing services are funded in a variety of ways all of which ensure that nurses are often not in a position to determine the nature of the service they provide and the outcomes of that service. This restricts their ability to provide a primary health care service; rather, they provide only some aspects of such a service. The plethora of titles, the general confusion surrounding the role of nurses in community positions and contractual commodification has added to fragmentation and failure to deliver comprehensive primary health care. Simplifying the vast number of nursing titles within the community, by utilising the umbrella name of primary health care nurse is long overdue. Within that name the varying scopes of practice and their specialties can continue to function.

8. NURSING CRITERIA FOR A PRIMARY HEALTH CARE INFRASTRUCTURE

Changes need to occur in the way service provision is negotiated, funded and delivered in the Primary Health Care sector to create a fairer distribution of resources to different professional groups, and to ensure consumers benefit from the full potential contribution that nursing offers. What is required is a new infrastructure that is recognised and accepted by key stakeholders, responsible for leading and consolidating the repositioning of Primary Health Care Nursing in the sector.

8.1 Explanation of the Proposed Infrastructure

This proposed infrastructure is envisaged to sit outside the Ministry of Health but closely aligned to development and implementation of Ministry Policy, as an essential framework necessary to lead the co-ordination and consolidation of nursing services in the primary health care sector. This proposed infrastructure should be robust enough to endure any further health service changes that may occur in the future.
Inherent in the philosophical intent for such an infrastructure there will be a commitment to:

* working with other key stakeholders
* strengthening the position of nursing inter-sectorally
* establishing and maintaining ongoing effective relationships with other health providers
* developing an effective partnership with Maori
* improving the health status of the community as a whole by being responsive to consumer driven needs

8.2 National Primary Health Care Nursing Directorate

A National Primary Health Care Nursing Directorate will have responsibility for:

* Ensuring ongoing relationship and negotiation with Ministry of Health and other key stakeholders in Primary Health Care including the College of Nurses Aotearoa, NZ Nurses' Organisation, Council of Maori Nurses, Royal NZ College of General Practitioners (RNZCGP), Clinical Training Agency (CTA), educational institutions and other Primary Health Care providers.

* Providing professional leadership for PHC nurses by ensuring a process for nursing governance at a national and regional level and embracing all primary health care nurses.

* Overseeing the development of a nationally consistent, competency based career pathway which is relevant to all PHC nurses regardless of setting, based on the Nursing Council of New Zealand's Nursing Practice Framework.

* Overseeing the development of a nationally consistent postgraduate education framework, based on the Nursing Council of New Zealand's Frameworks, Guidelines and Competencies for Post Graduate Nursing Education. It is envisaged that all post graduate education be accredited against the benchmarks provided in this framework to ensure consistency and quality of education.

* Providing leadership and guidance in the development of practice models and implementing a research/evaluation process.

* Providing nursing advice to central policy development initiatives that impact on primary health care.

8.3 Primary Health Organisations (PHO)

The development of a PHO needs to involve the particular community in which it will be situated. It then becomes an appropriate and focused structure for the provision of primary and community based services working in a reflexive manner with the District Health Board.
It is envisaged that there would be strong nursing leadership and management at the level of the Primary Health Organisation (PHO) in order to provide nursing advice, management, co-ordination and governance of the nursing service for the region. This would need to be underpinned by an identifiable structure that supports nurses in the delivery of any nursing service. The suggested nursing criteria for Primary Health Organisations are as follows:

Governance
* Management structures must be multidisciplinary with sufficient nurses appointed for nursing leadership and management skills. Nursing is concerned to see that PHO governance includes consumers and tangata whenua.
Health of populations
* There will be demonstrated integrated primary health care nursing services with explicit mechanisms as to how the PHO will interface with District Nurses, Public Health Nurses, and Plunket nurses in an integrated nursing team.

* Evidence of demonstrated nursing research.

Education and Prevention

* All primary health care nurses will function within the scope of primary health care nursing (including nurse practitioners) as defined by the Nursing Council of New Zealand.

* Quality improvement processes around the provision of nursing services will be developed.

* There will be evidence of ongoing development of the nursing workforce. An ongoing system for clinical governance will be developed.

Relationship with other health and non-health agencies

* Nursing links and strategic alliances will be clearly identified and maintained across all nursing boundaries and this will be a component of integrated nursing teams (NGOs and social agencies).
Teamwork

* Integrated primary health care nursing teams will work within the framework of the primary health care team.
.
Community and people focused
* Evidence of where nursing services are located and how this matches population need will be demonstrated.

* Evidence that nursing services meet the needs of the population will be demonstrated.
Needs based funding

* Requirements of components of nursing care delivery and skill level of nurses required will be developed.

* Evidence that community and population needs analysis is a foundation of nursing services will be demonstrated.

8.4 Priorities for action by nursing management at PHO level:

* Establish a governance structure and processes for nurses providing services in primary health care regardless of roles or settings, that ensures quality, appropriate scope and quality of nursing services.

* Develop standards for safe patient care, ensuring nurses are able to demonstrate competency at the level at which they are practising.

* Clarify with the PHO management a workable mechanism for distribution of funding that enables the development of a transparent system to plan, implement and evaluate primary health care nursing service for the region.

* Develop links with educational institutions to ensure nurses have access to education and training linked to and supporting the primary health care nursing career pathway.

* Establish credentialling requirements that reflect capabilities of nurses with different educational requirements to ensure education and competencies are financially rewarded at the appropriate level.


9. CONCLUSION

The Government's primary health care strategy seeks to improve health outcomes by delivering comprehensive community-focused primary health care.
The College of Nurses Aotearoa believes that the full expression of the vision contained in this strategy offers the first genuine chance for effective primary health care. We are committed to the establishment of primary health organisations with appropriate multi-disciplinary and consumer governance.
This document offers a rationale and strategies for ensuring the strengthening of the nursing contribution by addressing the employment, contractual and educational constraints which have confined nursing to fragmented or assistive roles.

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