| Literature DB >> 33415247 |
Abstract
The collaborative care model is an effective model for improving depression symptoms in patients in a primary care (PC) setting. An essential role in this model is the care manager (CM), and nurses have been effective in this role. However, there remains a question of how to best design, train, and implement this nurse CM role in PC. The purpose of this review is to provide readers with a critical description of what processes for training and implementation of a collaborative nurse CM role have been be successful in the literature, specifically as it pertains to supporting patients with depression and chronic medical illnesses in an integrated PC setting. A literature review of PubMed, CINAHL, PsychINFO, Scopus, and the Cochrane Collaborative was conducted in October 2018. Successful nurse CM interventions have included regular patient follow-up, symptom check-in, treatment monitoring, goal setting, and education. Psychological support techniques such as Problem-Solving Therapy, behavioral activation, and motivational interviewing have been useful in supporting patient care-plan engagement and goal achievement. Nurse CM training should support the successful implementation of the designed role. Nurse CMs have an opportunity to significantly impact depressive outcomes of patients with depression and long-term health conditions. Further research is needed to explore the potential that this nursing role has as well as how to best operationalize this role.Entities:
Keywords: anxiety; business concepts; case management; chronic illnesses; depression; mental health; practice; primary care
Year: 2019 PMID: 33415247 PMCID: PMC7774405 DOI: 10.1177/2377960819861862
Source DB: PubMed Journal: SAGE Open Nurs ISSN: 2377-9608
Figure 1.Search results. The search was conducted in October 2018, using search terms collaborative care, care manage*, nurs*, depress*, care, manage*, and primary care. CINAHL = Cumulative Index of Nursing and Allied Health Literature; CM = care manager; PICO(T) = Patient population; Intervention; Comparison intervention; Outcome; Time frame (Melnyk & Fineout-Overholt, 2015).
Evidence Table.
| Citation | Study design/ method | Sample/setting | CM design | CM training | Contact with patient | Team interaction | Outcomes | Findings | Appraisal worth to practice |
|---|---|---|---|---|---|---|---|---|---|
|
| Systematic review with meta-analysis | Randomized-controlled trials, databases searched December 2011–May 2012; All points with primary diagnosis of depression and one or more long-term physical health problem; included 14 studies, 4,440 participants; all treated in outpatient settings (not all integrated and not all primary care) | All studies had to have at least two or more of the following elements in their intervention: -Proactive follow-up of participants -Assess adherence to psychological and pharmacological treatments -Monitor patient progress using validated measure, take action when treatment unsuccessful -Provision of psychological support -Regular communication and supervision with mental health specialist and PCP Psychological support interventions included problem-solving therapy, psychoeducation, behavioral activation, and cognitive behavioral therapy | Length varied. None exceeded 7 days. Only five studies discussed their training in detail. Common components of training included training on monitoring depression, delivering psychological support, and training regarding the physical health issues they would support | Differences between number of clinical contacts—no significantly different outcomes. Ranged from 4 to 12 across studies. Metaregression slope 0.0004 (95% CI [−0.028, 0.029], | Not discussed | Change in depression symptom level (self-rated or clinician rated) Depression severity, most studies used PHQ-9 | Nurse-led CC intervention helped improve depression symptoms. Mean effect size at follow-up was | Level I, A |
|
| Pragmatic, controlled implementation trial | Primary care, adults with DM type 2 and depression; Alberta, Canada | Shared care plan with patient and PCP; problem-solving skills for self-management; monitored treatment adherence and outcomes; symptom check-in; progress toward goals//after PHQ < 10, relapse prevention plan and then focused on DM control | Two-day training session, annual | 1 to 2 times per month; by phone or in-person | Consulted with PCPs, specialists, psychiatrists regarding progress; regular case conferencing | PHQ, Health-related quality-of-life measures included SF-12, | Greater improvements in PHQ scores compared with control (difference of 2.0 (95% CI [0.4, 3.7], | Level II, A |
|
| Single-blind randomized control trial | Primary care, adults with depression and DM and CHD, Washington state | Goal setting; check-in regarding progress toward clinical and self-care goals; problem-solving; treatment protocols to adjust medications; medication adherence; motivational interviewing and coaching; education; behavioral activation; regular, proactive follow-up with patient; care plan also addressed diet and exercise | Two-day training on depression management, behavioral strategies, glycemic, blood pressure, and lipid control. PCP, nephrology specialist, endocrinologist, psychologist, psychiatrist developed the training | In-person visits every 2 to 3 weeks; once in maintenance maintenance stage, telephone check-in every 4 weeks | PCP, psychiatrist, psychologist | SCL-20 depression, physical health measures, medication adjustments, satisfaction, | At 12 months, intervention group at significantly greater overall improvement in HbA1C, LDL cholesterol, systolic blood pressure, SCL-20 ( | Level I, A |
|
| Used | See | See | See | See | See | Self-monitoring and medication adherence = pharmacy data for 12 months before and 12 months after intervention pharmacotherapy adjustments = increase in the number of medications prescribed, change in dosage, or switching meds 12 months of the intervention | High medication compliance in both groups at baseline. This did not increase significantly in the study group compared with control group during the intervention. At 12 months after intervention, average rate of blood pressure self-monitoring in treatment group was 3 × higher than that in control group (3.6 vs. 1.1 days per week; RR = 3.20; | Level I, B |
|
| Two-arm open random cluster trial with waitlist control of 6 months, followed for 12 months | Primary care, adults with depression and DM2 and CHD, Australia | Shared care plan with patient and PCP; educational resources for self-management; monitored treatment adherence and outcomes; referral follow-up; symptom check-in (PHQ-9); psychotherapy or pharmacotherapy if not improving; goal setting and progress toward goals, problem-solving; lifestyle risk factor review; monitored physical measures; succinct care plan for patients and care team members | Two-day workshop—training on PHQ-9 and on the quality-of-life measures for the SF-36; patient goal setting, behavioral techniques (activation, problem-solving); training on clinical guidelines | Once every 3 months, in-person for 45 minutes | Shared care plan and consulted with PCPs | PHQ-9, SF-36, referrals to mental health and exercise, physical health measures | Improvements in both groups' PHQ-9 scores at 6 months but significantly greater improvements in intervention group compared with control group, | Level I, A |
Note. CI = confidence interval; CC = Collaborative Care; CHD = coronary heart disease; CM = care manager; DM = diabetes mellitus; PCP = primary care provider; PHQ-9 = Patient Health Questionnaire-9; SF = Short Form; RR = risk ratio; SCL-20 = Symptom Checklist-20; dx = diagnosis; NNT = number needed to treat; med = medication ; LDL = low-density lipoprotein.
Elements of the Nurse CM Intervention.
| CM Intervention elements/characteristics |
|
|
|
|
|---|---|---|---|---|
| Nurse-led | x | x | x | x |
| Follow-up phone visits | x | x | x | |
| In-person follow-up visits | x | x | x | x |
| Behavioral intervention | x | x | x | x |
| Behavioral activation | x | x | x | x |
| Motivational interviewing | ? | x | x | |
| Problem-solving | x | x | x | x |
| Goal setting | ? | x | x | x |
| Self-management skills | ? | x | x | x |
| Patient-centered care plan | x | x | x | x |
| Treatment plan adherence check-in | ? | x | x | x |
| Symptom check-in | x | x | x | x |
| Medication check-in | x | x | x | x |
| CM—care team contact | x | x | x | x |
| Shared care plan | x | x | x | x |
Note. The “?” indicates that it was not explicitly addressed. The “x” indicates that the corresponding CM Intervention elements/characteristics was present in this study. Table structure adapted from Melnyk and Fineout-Overholt (2015). CM = care manager.