Nurse-led navigation to provide early palliative care in rural areas: a pilot study

Finding innovative ways to care for a population aging with complex, chronic illness is high on the healthcare policy agenda [1, 2]. Of particular concern is the need to close gaps in support for those transitioning from chronic illness management to palliative care [3, 4], a time of advancing chronic illness. This is an early palliative population; they are not imminently dying, but death within a year would not come as a surprise [5]. A palliative approach has been used to describe ideal care for this population [6–8]. However, little evidence exists on how to realize this ideal [9]. A palliative approach is defined as palliative care that is adapted to non-specialist contexts, chronic disease conditions, and provided early in the palliative trajectory with the intent to ease the transition between chronic disease management and end-of-life care [10].

Evidence describing the challenges facing older adults living at home with advanced chronic illness is compelling [11, 12], illustrating the urgent need for enhanced support. This population lives with heavy symptom burden [13–15] and are at risk for social isolation [16]. They have high needs for support, anticipatory guidance, advocacy, and assistance with decision-making [17]; however, they may not yet be eligible for home-based nursing services, which in Canada are often provided later in the palliative trajectory. Further, older adults and family are often unaware of the health and social services available to them in their community [18]. Indeed, because of a lack of suitable supports, this time on the palliative trajectory may be more problematic than the actively dying phase [19].

Rurality adds a layer of complexity to this already challenging picture. Rural healthcare services are limited [20] and inaccessible, in part, because of personnel shortages [21]. As a result, rural persons living with a palliative diagnosis undergo more transitions in care than their urban counterparts [22]. However, rural communities also have unique capacity to provide high quality care [23]. The inherent accountability that arises from caring for those for whom personal and professional relationships co-exist, and the commitment of local palliative champions, support good care [24]. As such, the solutions to rural healthcare service limitations often lie in building this inherent rural community capacity. This in turn supports the ideal of aging and dying in place for rural individuals.

In keeping with this community-capacity building approach, the aim of this study was to pilot a nurse-led, rural early palliative service. Individuals living with advanced chronic illness received in-home visits by a nurse who performed a supportive navigation role. A previous publication provided data on community-capacity building strategies in preparation for the service and early feasibility findings [25]. This publication provides summative evaluation findings.

This was a single-centre, 2-year (2013–2014) observational study. Specifically, we sought to answer three questions: Is the service feasible, and if so, what is the optimal visit schedule, navigator to client ratio, and specific nature of the services provided? What is the acceptability of the service for all stakeholders? What are preliminary outcomes of the intervention on older adult quality of life, family needs, and healthcare utilization? Evaluation data was collected using mixed method approaches. After ethical approval by the university and health authority, older adults living with advanced chronic illness and a family member, if applicable, were recruited to participate. All participants provided written, informed consent. Older adults were visited in the home by the nurse navigator who provided symptom management, education, advance care planning, advocacy, mobilization of resources, and psychosocial support. The role resembled that of a nurse navigator described in the literature [26–28]. However, the navigation intervention entailed more intensive contact than is typically provided by either navigators or case managers and focused beyond formal healthcare services to include community social care and informal networks. The nurse navigator was supported by a nurse practitioner and general practitioner with palliative expertise; monthly meetings were held to discuss participants’ progress. The nurse practitioner provided coverage when the nurse navigator was not available (e.g., holidays, illness). Participants were provided with an on-call line, available 24/7, for assistance between visits. To ensure good communication with the primary care physician and other healthcare providers, participants signed an information sharing consent. Primary care physicians received regular faxes about relevant clinical issues. Telephone consultation was used for more pressing clinical issues. Older adults were provided with an in-home journal that detailed relevant issues to share with their other care providers.

Feasibility, acceptability and outcomes are reported through the services provided, longitudinal MQOL and CSNS scores, healthcare utilization, and qualitative evaluation interviews.

Participant QOL and family needs scores

Longitudinal collection of older adult QOL and family needs served two purposes: to describe outcomes and their trajectories over time and to act as a patient-reported outcome measure to guide clinical care. Figure 1 illustrates longitudinal scores of health-related QOL (scores calculated from five sub-domains) for participants. Overlaying lines provide norm-referenced scores derived from another study [34] that describe a “good day” (means of 7.9) and a “bad day” (means of 5.3). Trajectories reflected a stable pattern for most participants. Four participant graphs illustrate declining scores over the study period; two illustrate mildly improved scores.

Obtaining high quality data on the Caregiver Support Needs Survey was challenging. Over subsequent administrations, 14.7% of total data was missing, rendering many of the questionnaires unusable for analysis. Nine of 11 family members provided valid data on admission to the study. Top four unmet needs were related to information support: receiving information on ways of comforting the patient (n = 5); receiving information on patient’s psychological needs (n = 4); receiving information on symptoms (n = 3); and receiving information on activities and exercises for the patient (n = 3). Seven family members produced usable questionnaires whereby data could be compared over two time points, the first administration and the last administration (Table 4). Families of patients who died prior to study conclusion reported increasing unmet needs in information, tangible support and emotional support. Families of patients who were alive at study conclusion, reported better information and tangible support scores at the second measurement interval.

	Information support needs (max 172) Mean (SD)	Tangible support needs (max 112) Mean (SD)	Emotional support needs (max 112) Mean (SD)
T1, All	59.29 (22.52)	23.57 (13.34)	26.75 (6.02)
T2, All	58.14 (23.49)	22.29 (16.30)	27.86 (10.84)
T1, Deceased	54.00 (35.37)	10.67 (1.15)	25.67 (9.50)
T2, Deceased	77.67 (15.95)	19.67 (13.50)	26.33 (12.01)
T1, Alive at study conclusion	63.25 (11.48)	33.25 (7.97)	27.56 (3.20)
T2, Alive at study conclusion	43.50 (16.34)	24.25 (19.94)	29.00 (11.60)
Comparative rural sample from another study [46]	55.8 (25.4)	28.3 (18.3)	26.9 (12.9)

Higher scores indicate more unmet needs. The maximum values represent worst possible scores

Time 1 (T1) and Time 2 (T2) are first and last usable scores. The length of time between T1 and T2 varied between participants

Experiences of using the MQOL and CSNS were collected in the evaluation interviews. Use of the MQOL was well received once participants became comfortable with the personal nature of the questions. Participants suggested that the questionnaire facilitated open conversations and enabled them to reflect on their lives in a way they might not otherwise have done. Others suggested that some of the questions were not relevant and indicated that it should be done less frequently. Challenges getting quality data on the CSNS were explained in the evaluation interviews. Family members indicated confusion about whether they were filling it out correctly. For example, if they felt a need was better addressed by someone other than the nurse navigator (e.g., spiritual needs), they were not certain how to answer. One participant was reluctant to answer the questions because they “forced her into things she did not want to say.”

The aim of this study was to pilot a nurse-led navigation service to provide early palliative support for rural older adults and family members living at home with advancing chronic illness. Research questions for this pilot were aimed at evaluating feasibility, acceptability, and preliminary outcomes. The service was feasible, acceptable, and effective in meeting the needs of this population. Preliminary outcomes indicated that healthcare utilization was minimal and appropriate, client satisfaction was high, the use of the MQOL was feasible and yielded stable client scores over time. The use of the CSNS was challenging for caregivers of this early palliative population.

Once recruited, older adults remained on the service for prolonged periods of time with no study attrition. Only 28 of the 553 in-person visits were cancelled over the 2-year period. All participants who expressed a preferred place of death were able to die in that preferred place. Emergency room usage for this group of participants was minimal, appropriate (i.e., conditions could not have been managed at home), and lower than Canadian averages. A recent study examining the relationship of home care nursing and emergency department usage in Ontario, Canada indicated that 85% of decedents had an emergency department visit in the last 6 months of life [35]. Four of the 11 participants who died while on our study had no emergency room usage, and a further three participants who died used it only once. These findings are important because Canadian research comparing healthcare utilization between rural and urban populations indicates that rural costs are greater for emergency room usage [36, 37].

Qualitative evaluation data indicated that older adults and family members were highly satisfied with the service, citing specific benefits such as provision of information, psychosocial support, practical assistance, and assistance with decision-making. They particularly valued the person-centred nature of the service whereby someone whom they knew and trusted came into their home to assist at their discretion and on their schedule. The need for a service of this nature was supported by participants ‘longitudinal QOL scores. Similar to the findings of other studies with this population [12, 13, 15, 38], the burden of chronic illness had a significant effect on QOL. Many participants reported longitudinal health-related QOL scores that would match the descriptor of a “bad day,” and the most prevalent troubling symptoms were identical to those reported in other literature: pain, fatigue, sleep disturbance and gastrointestinal difficulties [34]. This early palliative population is coping with similar challenges to those who are actively dying, but without the important home supports that are available in rural areas for those closer to death. Our findings further attest to the urgent need to close the gaps in care for this population. In future studies it would be important to adapt the service to the needs of those living with dementia.

However, the question arises of why the longitudinal QOL scores did not reflect the improvements in quality of life that participants reported in the interviews. Failure to achieve increased QOL scores as a result of home-based palliative services have been reported elsewhere in the literature [39]. Perhaps stabilization of scores was in itself a positive outcome in this population who are experiencing declining health. The increasing unmet need scores reported by the families of patients who died also suggest a level of complexity for the families of those who are experiencing declining health. However, it is also possible that the service provided an intervention that may not be reflected on a multi-dimensional QOL instrument. This explanation is supported by the interview data. Participants reflected on how the presence of the nurse navigator provided support amidst challenges, which qualitatively changed their perception of the challenges, but not the challenges themselves. They still struggled with chronic illness – the healthcare system was still complex and challenging. Using the quality of life instrument as a patient-reported outcome measure was important because it provided a structured means through which adults could communicate their challenges. However, not all participants agreed that it was useful. In future it will be important to select evaluation measures that are sensitive to how participants experienced this intervention.

The many different types of healthcare providers involved with this sample of individuals over this 2-year period support the importance of having a navigator who can enable older adults to understand options and negotiate best-fit care. Her interventions crossed domains of care (e.g., physical to spiritual) and helped to bridge the silos of health and social care in the community. With broad knowledge of the resources available in the community, and of the existing social connections, she was able to mobilize support in an integrated way. An approach that uses caring connections to facilitate access to community supports has strong evidentiary support [17, 18] and the individualized nature of the intervention illustrates best practices for this population [9, 40], particularly as it pertains to end-of life communication [41]. The nurse navigator ‘s long history of working as a nurse within this community, and participant’s relational continuity with one nurse, were important factors in implementation.

In summary, evaluation of the service was positive and data collected illustrate the potential of a navigator to better meet the needs of this growing population. Further research is required to address issues of sustainability and potential applicability of the role for urban contexts. Sustainability issues are related to better integration with formal healthcare services and to the cost of the service. In a previous publication, we described how this service was planned as part of a community-based intervention that was guided by key stakeholders from municipal government, healthcare leaders, and patients and families, with the intent that the service would be sustained and well integrated into the community [25]. This goal was not realized, perhaps in part, because there was significant turnover in leaders in the healthcare region during this time, and it was difficult to produce a cost/benefit analysis within a single pilot site. However, sustainability of the project was achieved through additional research funding in which we piloted a navigation model that was developed around volunteer/healthcare provider partnerships [42]. Clients who finished the study described in this paper had the option of re-enrolling on the new service. In the new service they received visits every 2 weeks by a volunteer, who received additional training in navigation, and visits every 3 months by the nurse navigator. The nurse navigator role changed from providing direct care to providing oversight and mentorship to volunteers. Whether implemented independently, or partnered with volunteers, a nurse-led navigation service can meet the unique needs of rural communities by enhancing support and access in the face of limited healthcare resources.

Although formal integration was not achieved in this study, it would not be difficult to do so. As this is an early palliative population, the most logical connection is to the primary care system. At this early stage, many adults are not yet being seen by home nursing services. Therefore, family physicians, particularly those who work within integrated care networks that include nurses, would be the most appropriate connection for integration. This would support physicians’ capacities to provide better home-based care and facilitate an early palliative approach to care without the requirement of a formal palliative designation and its attending stigma [43].

The cost of the service may also be a significant sustainability issue for constrained healthcare budgets. Based upon a biweekly visit schedule, a nurse navigator can support between 25 and 30 clients. In future, we recommend flexible visit schedules of 1–4 weeks, depending upon client acuity, and nurse navigator caseloads of 40 clients. This would extend the capacity of the service beyond what was obtainable in this pilot. Further, in light of the limited use of the 24/7 call line during this pilot, we recommend finding more cost effective ways of providing this out of hours service. Preliminary findings from this pilot suggest that a nurse navigator may reduce other healthcare utilization costs; however, this needs to be tested more rigorously in future research. It is feasible that a nurse navigator, through advanced care planning and active management at home, can reduce emergency room usage, hospital admissions, and primary care physician visits. Similarly, an important role for the nurse navigator is helping clients to identify available benefits and cost-effective alternatives to care, therefore, cost savings to clients and families should be considered as well.

When considering scaling up and adapting this service to other contexts, there are important factors to consider. Implementation in rural contexts should follow a similar community-based approach, which draws upon existing palliative champions who are well known in the community, to maximize the potential for sustainability and effectiveness [44, 45]. Although this service was designed to meet the unique needs of rural communities, the nurse navigator role could be adapted to urban contexts. The relatively resource-rich nature of urban communities may mean that the navigator focuses more on integrating services than on solving the challenges of limited services. Further, when the navigator is not a person known within the community, older adults may be less willing to have someone come into their home. This would require careful consideration of how to best recruit older adults onto the service.

Using a nurse navigator to facilitate a palliative approach to care for rural older adults living with advanced chronic illness is a promising innovation for meeting the needs of this population. The person-centred approach, whereby complex problems were addressed in an individualized and incremental manner, is typical of best practices for this population. The service provided continuity for patients and families who were seeing multiple healthcare providers and resulted in a high degree of satisfaction from participants. Further research needs to be done to determine how to integrate the model into currently existing services to enhance sustainability and to evaluate outcomes on a broader scale.