research article

Validation of β- Patient Self-Sufficiency Assessment Scale - the Results of a Pilot Study

Beáta Frčová¹*, Tatiana Rapčíková¹, Zuzana Frčová ¹, Miriam Mjartanová², Anna Melichová¹ , Martin Hrubala¹

¹Faculty of Health Care in Banská Bystrica, Slovak Medical University in Bratislava, Slovak Republic

²National Rehabilitation Center, Kováčová, Slovak Republic

* Corresponding author: Beáta Frčová, Faculty of Health Care in Banská Bystrica, Slovak Medical University in Bratislava, Slovak Republic

Received Date: 13 February, 2023

Accepted Date: 21 February, 2023

Published Date: 23 February, 2023

Citation: Frčová B, Rapčíková T, Frčová Z, Mjartanová M, Melichová A, et al. (2023) Validation of β- Patient Self-Sufficiency Assessment Scale - the Results of a Pilot Study. Int J Nurs Health Care Res 6: 1407. DOI: https://doi.org/10.29011/2688-9501.101407

Abstract

The aim of the pilot study was to validate the newly created β scale for assessing the self-sufficiency of patients with a focus on selected neurological diseases. A group of 39 patients from the National Rehabilitation Center in Kováčová was included in the pilot testing. Each patient was tested for self-sufficiency three times during hospitalization. The reliability of β scale was evaluated by content construct (convergent) validity, while we chose Barthel's self-sufficiency test as a comparative scale. The reliability of the β scale was verified by Cronbach's α coefficient. In all three assessments, the value of the Cronbach coefficient α was ≤ 0.9. The reliability of the assessment tool was also measured by Person's correlation of the results of repeated measurements. p values were >0.0001. The results encourage further testing of the β scale to assess the level of self-sufficiency, which would lead to the improvement of nursing care.

Keywords : Validation; β scale; Self-sufficiency; Patient; Pilot study.

Introduction

Self-sufficiency and self-care are nursing phenomena and are the central metaparadigm of many nursing theories and models [1]. The nurse has the opportunity to directly identify the areas of nursing care deficit using assessment tools and specialize directly in them, in order to achieve the highest possible level of self-sufficiency [2]. The assessment of the level of self-sufficiency is carried out by a nurse in various areas of nursing care, in all age categories. Self-care means the ability to perform daily activities and is an indicator of health and quality of life [3-5].

In the broadest sense, an assessment tool is a collection of scales, questions and other information that provide a picture of an individual's needs and related factors. In the narrower sense, it is a mean of identifying and aiming for a specific health condition, which also includes self-care [6,7].

Neurological diseases prevent patients from normal activities and therefore adequate self-care, because many patients suffer from a wide range of symptoms, among which motor symptoms predominate. Impairment of gross and fine motor skills gradually leads to partial or complete loss of self-care ability and invalidation of the patient. For the above reason, we decided to create a new scale, which we called the β scale. We believe that it can become a relevant tool for assessing the self-sufficiency of patients with selected neurological diseases [8]. We first presented the β scale in 2006 and since then it has been tested several times at selected workplaces in Slovakia and the Czech Republic.

The starting point for the construction of our proposed scale was the Kurtz scale - EDSS, the Clifton self-sufficiency scale and diagnostic criteria for multiple sclerosis.

Also, many studies of patients with chronic neurological diseases confirm that the patient's belief that he himself is able to manage certain difficulties resulting from the disease is associated with a higher probability of effective adherence, i.e.compliance with the recommended procedures for the treatment of the disease on the patient´s side [9].

Material and Methods

The goal of our pilot study was to validate and assess the reliability of the β scale for assessing the level of self-sufficiency of patients with selected neurological diseases. The β scale (Table 1) contains 20 items - activities, which are evaluated on a scale of 0-3 points, while the evaluation of 0 points represents complete independence, 1 point partial dependence, 2 points significant dependence and 3 points complete dependence of the patient.

Need

0 points

1 point

2 points

3 points

Gross motility - - movement

 

 

Trouble free

autonomous movement

 

 

 

Autonomous movement,

problems in

overcoming barriers and obstacles

 

 Movement using

compensatory aids

 

 

 

Immobile patient

(wheelchair,

patient on bed)

 

Receiving food and fluids

 

 

Independently without any help

 

 

 

Independently, difficulty

grabbing objects

 

 

Help required

(cutting, table

manners)

 

Fed by another

person

 

 

Emptying

the bladder

 

 

 

 

 

Independently, without

problems

 

 

 

 

 

Occasional need

for help, occasional

spontaneous urinary

or stool leakage

 

 

 

Frequent, spontaneous

urinary leakage using the compensatory

aids

 

 

 

 

Incontinence

 

 

 

 

 

 

Emptying

the colon

 

 

 

Independently, without

problems

 

 

 

Occasional problems

with constipation

 

 

 

Frequent problems

with

constipation

 

 

Incontinence

 

 

 

 

Dressing, undressing

 

 

Independently without any help

 

 

Independently, the tasks

take longer time

 

Other person´s help required

 

 

Full help from another person required

 

 

Fine motility

 

 

 

Without problems,

without reduced

sensitivity

 

Reduced sensitivity

of the fingers and

upper extremities

 

Significant paresthesis,

great effort in

grabbing objects

 

Intentional tremor

 

 

 

Appearance care,

aesthetics

 

 

Independently, with interest

in own appearance

 

 

Independently, without

a stronger interest in own appearance

 

 

Requires

occasional other person´s help

 

 

Other person´s help required

 

 

 

Body hygiene

 

 

Independently

 

 

Independently, using

the safety utilities

 

Partial independence, other person´s assistance

required

 

 

 

Other person´s help required

 

 

Active exercises,

rehabilitation

 

Independently, several

times a day

 

Independently,

once a day

 

Regularly, other person´s help required

 

 

 

 

 

Immobile

 

 

Orientation in time

and space

 

 

Fully oriented

 

 

 

Occasional disorientation (especially

in the afternoon),

help required

 

Frequent confusion

and disorientation

during a day

 

 

Total confusion

and disorientation

 

 

Visual perception

 

 

 

Unlimited

 

 

 

Loss of visual

acuity, double

vision

 

Reduction of field of

view, oculomotor

nerve paresis

 

 

 

 

Blind

 

 

 

Hearing perception

 

 

 

 

Unlimited

 

 

 

 

Objectively assessed

reduced audibility

without the need

for compensatory

aids

Loss of hearing,

the need for

compensatory aids

 

 

Deaf

 

 

 

 

 

 

 

 

 

Rest and sleep

 

 

Quality sleep with

no interruption

 

Night waking, 1- to

3-times

 

Night waking,

over 3-times

 

Insomnia

 

 

Communication

 

 

 

 

Active, adequate,

fully-preserved

non-verbal expressions

 

 

Poor articulation,

slightly limited non-verbal expressions

 

 

 

Significantly impeded,

poor, nonverbal

expressions, mourning

prevails

 

 

 

 

Both verbal and non-verbal communication inability

 

 

 

 

Occupation, employment:

 

No limitations

 

 

Full-time employee, burden causes

problems

 

Part-time

employee

 

 

 

Full disability

 

...................................

 

Learning, receiving

new information

 

Active,

No-limitations

 

Adequate interest,

limited activity

 

Reduced interest

in activities depending on moods and ther person´s help required

 

 

 

 

 

Inactivity

 

 

Leisure activities

 

 

 

 

 

Spending leisure time actively,

hobbies:

....................

....................

....................

 

Spending leisure time actively, occasional help required

 

 

 

 

 

 

Spending leisure time actively, continuous assistance required

 

 

 

 

 

Inactivity

 

 

 

 

 

Cultural events

attendance

 

Regularly, independently

 

 

Sometimes

assistance required

 

Very rarely

and limited

 

 

Inactivity due to

associated symptoms

 

Club visiting

ROSKA

 

Frequent, active

help in organizing

events

Occasional, sporadic

help in organizing

events

Rare visit assistance

necessary

 

Not attending any club activities

 

 

Total number of points

 

 

 

 

Table 1 : The β scale for patient's self-sufficiency level assessment (Frčová, Rapčíková); Assessment of self sufficiency based on the number of gained points; 0 - 15 point-independent patient; 16 - 30 points patient partially dependent on the help from another person; 31 - 30 points patient considerably dependent on the help from another person; 46 - 60 points patient fully dependent on the help from another person.

Individual items include common daily activities, fine and gross motor skills, aesthetics of appearance, exercise, orientation in space and time, sensory perception, communication, work, learning, free-time activities and self-help groups.

The pilot study involved 39 patients from the National Rehabilitation Center in Kováčová, which is a specialized hospital with a nationwide scope for the treatment of patients after spinal cord injuries with spinal cord damage, selected neurological diagnoses, polytraumatism, amputations, and after demanding operations of the locomotor system. The average length of stay of the patients in this facility was three weeks, so it was possible to assess the level of self-sufficiency in three phases. Of the 39 patients, 17 were women (43.59%) and 22 were men (56.41%). The average age of the men was 58.27 years (SD 11.05, median 58.5 and mode 69 years). The average age of the women was 57.94, (SD 16.36, median and mode were the same 65 years). For 26 patients (66.67%) it was the first hospitalization and 13 patients (33.33%) were hospitalized repeatedly.

Each patient's self-sufficiency was assessed by the β scale to verify its reliability repeatedly at the beginning, in the middle and at end of hospitalization. The average length of hospitalization was three weeks. Between the first and the second measurements, the patients had already completed rehabilitation treatment, which is top-notch in this medical facility and could have affected the level of self-sufficiency of the patients. Kobsah's validity was also expressed by renowned experts from the Center for the Treatment of Demyelinating Diseases at the Thomayer Hospital in Prague in the Czech Republic and at the Neurological Department in Žiar nad Hronom in Slocvakia.

Results

To verify the construct (convergent) validity of the β scale, we used a comparison of its results with the results of the simultaneously performed Barthel self-sufficiency test at each assessment. A statistically significant correlation of the given assessment tools was found, the correlation coefficients of the corresponding items are statistically significant and indicate their high agreement (p < 0.0001 in all items). Due to the fact that the assessment in the items of the b scale and the Barthel test is reversed, the correlation coefficients are negative.

The reliability of the β scale was verified in three ways: Cronbach's a coefficient, repeating of the measurement with a step of time (test-retest method) and determining the agreement of the evaluators despite the fact that there is a time gap between the evaluations.

Cronbach’s coefficienta

In all three measurements, the value of the Cronbach's a coefficient is telling about the significant internal reliability of the assessment scale . Its values are greater than 0.9 in all three evaluations, thus indicating a good internal consistency of the assessment tool.

Cronbach´s a coefficient: I. measurement: II. Measurement III. Measurement

  • b scale: 0.9131 0.9121 0.9221
  • Barthel´s test 0.9210 0.9156 0.9240

Correlations of individual items to the total score (item-total correlation) were also calculated in each measurement, with proven statistical significance.

Only the correlation of item 12 (visual perception) was problematic, because most of the respondents functioned without limitation of visual perception, only three respondents had a narrowing of the visual field. Item 16, related to employment, was also problematic because most of the respondents in our group are retired (old-age or disabled). Question 20, visiting the ROSKA club, was also problematic because the respondents do not visit the club. However, we would not rule out problematic questions, because we plan to use our assessment tool in various medical facilities, and we must take into account the fact that the patients at the National Rehabilitation Center are mostly patients with more serious health problems.

We also verified the reliability of our assessment tool by Pearson's correlation of the results of repeated measurements. The correlation coefficients indicate the significant relationship of the measured total score of patients' self-sufficiency within all three assessments (Table 2), the corresponding p values confirmed their statistical significance. In all three intercomparisons, p values were less than 0.0001.

TS I. measurement

1

0.9118

0.7773

TS II. measurement

0.9118

1

0.9389

TS III. measurement

0.7773

0.9389

1


Table 2:
Pearson correlation matrix of the total score of individual assessments (measurements); TS - Total Score.

We expected that, due to the effect of rehabilitation, the correlation coefficient I. and III. of the measurement could have smaller value. Although the value is smaller compared to the remaining coefficients (0.7773), it still speaks of the statistically significant connection of the first and third measurement. The statistical significance of all correlation coefficients speaks in favor of significant reliability of the assessment tool.

The validity of the use of the Pearson correlation coefficient was verified by the normality of the data of the total score of all three measurements at the significance level a = 0.01. The Shapiro-Wilk test was used to verify the normality of the data (I. measurement: W=0.9308; p=0.0190; II. measurement: W=0.9406; p=0.0398; III. measurement: W=0.9333; p=0.0229; W(39 ;0.01) = 0.917).

The assessment scale was administered by experts, the assessors were professionally qualified nurses from particular departments of the health care facilities.

The total score of the respondents in the β scale identified individual measurements of the frequency of patients independency of the help of another person, partially dependent, significantly dependent and completely dependent on the help of another person (Table 3).

Assessment of selfsufficiency

of the patient

I. measurement

II. measurement

III. measurement

n

%

n

%

n

%

Independent

7

17.95

10

25.64

14

35.90

Partially

dependent

15

38.46

17

43.59

15

38.46

Heavily dependant

14

35.90

11

28.21

9

23.08

Totally dependant

3

7.69

1

2.56

1

2.56

together

39

100.00

39

100.00

39

100.00

Table 3: Assessment of the level of self-sufficiency of the respondents by the β scale.

At the initial measurement, only 7 (17.95%) respondents were completely independent of the help of another person, 15 (38.46%) respondents were partially dependent on the help of another person, almost the same number of respondents 14 (35.90%) were heavily dependent and 3 (7.69%) respondents were completely dependent on the help of another person. We assume that due to the rehabilitation treatment and also due to the patients' diagnosis, their dependence on the help of others could change to a certain extent, as can be seen in the number of respondents of the given categories in Table 3.

We also verified the reliability of our assessment tool by measuring the mutual agreement of the assessors. We expressed the statistical significance of the degree of agreement of given measurements in pairs with each other using Cohen's kappa.

In the classification according to Landis and Koch [10] a statistically significant good agreement between the evaluators was confirmed in all cases. In the case of the 2nd and 3rd measurements, it was the most significant, the value of Cohen's kappa was the largest, and the agreement of the assessors in this case was up to 84.62% (33/39). In the case of the 1st and the 2nd measurements, the percentage of agreement was 71.79% (28/39) and the smallest percentage of agreement was in the case of the 1st and 3rd measurements 58.97% (23/39), which could have already been influenced by the change in respondents' self-sufficiency due to rehabilitation treatment.

The above analysis demonstrated a significant degree of reliability of the β scale as an assessment tool of patients' self-sufficiency and the suitability of testing it by patients of other facilities too.

Discussion

The results of testing the β scale, as a new proposed tool for assessing the level of self-sufficiency of patients with selected neurological diagnoses, show its high validity and reliability and greater suitability of its use in comparison with Barthel's self-sufficiency test. The limiting factor was the size of the tested sample of patients, but the testing will continue with other groups of patients. The low number of tested patients was also caused by the COVID-19 pandemic, when the hospital facility had a significantly lower proportion of hospitalized patients.

In the scientific resources, we encounter similar studies in which the authors monitor the validity and reliability of various assessment tools. In studies of Turkish authors Oguz et al. [11] in 2021, the effectiveness of the Palliative Performance Scale version 2 of geriatric oncology patients was tested and compared with the Katz ADL. The tested scale was evaluated as highly reliable and effective. Studies by Pires et al. In the year 2020 [12], the use of the accelerometer in mobile phones was tested to identify activities of daily life. Although the use of new technologies is certainly revolutionary in this direction, the study also demonstrated certain limits that these technologies still have. In the Finnish studies of the authors Pohjola et al. in 2021 [13] tested the modified Rankin Scale in patients with cerebral vascular malformations and assessed the quality of life and health of these patients and compared the results with the general population. The modified Rankin Scale showed significantly better results of the followed patients than the general population, which was measured by the original Rankin Scale. In 2018, the authors Lee and McCambridge [14] published in the Journal of Physiotherapy the results of testing the Rating Scale (ALSFRS-R) of patients with amyotrophic lateral sclerosis, and it was possible to fill out the questionnaire with the scale not only in print form, but also in online mobile application. The results were very encouraging and the authors confirmed the Rating scale as the most advantageous for assessing the self-sufficiency and quality of life of these patients. An important aspect of the comparison of several scales was the study by the Japanese authors Goto et al. [15], who investigated the effectiveness of the Kurtzke Expanded Disability Scale (EDSS), which is used in multiple sclerosis, and compared it with the Rankin scale in patients with brainstem surgery to assess the performance of patients. The EDSS allowed a better assessment and a more precise assessment of the patient's condition than Kurtzke's extended scale.

We also come across other authors with similar researches where they test different evaluation scales. Above all, there is a study Ghosna et al. in 2016 [16], the results of Australian authors Aggarwal, Kean in 2010 [17] Czech women authors led by Taliánová in 2013 [18].

Conclusion

The use of assessment scales in nursing aims primarily to increase the objectivity of the assessment of the patient's condition and consequently to help the nurse in planning the implementation of interventions in the nursing process. Creating and testing new instruments is such an important research activity, because introducing a new assessment scale into life is a long and demanding process. The results that we have published in this article are very important for informing the professional public, as well as for cooperation on further testing of the β scale for assessing the level of self-sufficiency of patients with selected neurological diseases.

Acknowledgment

We thank the management and staff of the specialized medical facility National Rehabilitation Center in Kováčová and Prof. MUDr. Myrón Malý, CSc. for his support and expert opinions.

Financing

The presented research article is the result of the implementation of an internal grant, which the authors obtained from the Slovak Medical University in Bratislava under no. 04/2021-SVG 1. The authors declare that there is no conflict of interest. The project also includes a written approval opinion of the Ethics Committee of the Faculty of Health of the Slovak Health University on the implementation of the project under no. 1/2022 of March 14, 2022.

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