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The effectiveness of group visits for patients with heart failure on knowledge, quality of life, self-care, and readmissions: a systematic review protocol Jason T Slyer, DNP, RN, FNP-BC, CHFN 1,2 Lucille R Ferrara, EdD, MBA, RN, FNP-BC 1 1 Pace University, College of Health Professions, University of Medicine and Dentistry of New Jersey New York, NY and The New Jersey Center for Evidence Based Practice: A Collaborating Centre of the Joanna Briggs Institute 2 Montefiore Medical Center, Bronx, NY Corresponding author: Jason TSlyer jslyer@paceedu Review question/objective The objective of this review is to identify the effectiveness of group visits for patients with heart failure (HF) on knowledge, quality of life, self-care behaviors, and hospital readmissions Research Questions: 1 What is the impact of group visits for patients with HF on knowledge related to HF compared to standard one-on-one medical care? 2 What is the impact of group visits for patients with HF on quality of life compared to standard one-on-one medical care? 3 What is the impact of group visits for patients with HF on self-care behaviors compared to standard one-on-one medical care? 4 What is the impact of group visits for patients with HF on emergency room visits and unplanned hospital readmissions compared to standard one-on-one medical care? Background Heart failure (HF) continues to be a major health burden throughout the world There are currently over 57 million Americans, 1 15 million Europeans, 2 and 277,800 Australians 3 living with HF These numbers are expected to double by 2040 4 Patients and caregivers perform the majority of HF care in the home 5 Page 4647

Patients with HF need to learn to be successful in self-managing their condition to lessen the burden of symptoms such as fatigue, dyspnea, and edema Patient education is the primary process used to increase knowledge of self-care practices for patients with HF Patients with HF need to follow a complex medical regimen while adhering to a low sodium diet and prescribed fluid restrictions In addition patients monitor their physical condition daily for exacerbation of symptoms or signs of fluid overload Education, behavior modification, and skill development are necessary for a patient with HF to be successful in self-managing their condition Most HF education occurs during one-on-one visits between the patient and the health care provider in an examination room during a regular clinic visit However, there is usually limited time to address all of the needed education topics in an in-depth, meaningful manner with information the patient can take home and utilize in their daily routines Group visits provide an alternative venue to provide care for this complex patient population A group visit is an interactive process between a health care provider and a small group of patients and their caregivers who usually share a common medical concern The participants of group visits can benefit from the knowledge and experiences of the other participants while providing support and encouragement to each other as they learn to cope with living with a chronic condition The process of the group visit was first developed in 1991 by Dr John C Scott at the Kaiser Permanente system in Colorado, United States 6 Dr Scott and a nurse held monthly group visits lasting 60 minutes with a group of 15 to 20 patients to manage their complex medical conditions The group visit model can vary across settings, including from 6-20 patients over a 1-2 hour period with varying times devoted to education and discussion of health concerns The group visit typically incorporates a one-on-one physical examination with a physician or nurse practitioner in conjunction with a group discussion and medical management Group visits have shown to be beneficial in improving patient outcomes for conditions such as diabetes, hypertension, and other chronic illness 7,8,9,10 The goal of group visits for patients with HF is to increase patient knowledge and self-care abilities, while improving self-efficacy Self-care incorporates the decision making process a patient undergoes when deciding on a course of action to maintain stability as a result of a change in symptoms 11 Improved self-care can improve symptoms, which will likely result in an increase in quality of life and a reduction in hospitalizations related to decompensation Quality of life (QOL) refers to a patient s perception of the impact of a health condition and treatment on the patient s health status 13 and can be measured with valid and reliable tools such as the Minnesota Living with Heart Failure Questionnaire (MLHFQ) 14 or the Kansas City Cardiomyopathy Questionnaire (KCCQ) 15 Self-care abilities can be measured using an instrument such as the Self-Care Heart Failure Index (SCHFI) 11 HF knowledge can be measured using an instrument such as the Atlanta Heart Failure Knowledge Test 12 Group visits can be used to continue to optimize medication therapy while providing a forum for knowledge acquisition and fostering support A search of the Cochrane Library of Systematic Reviews, the Joanna Briggs Library of Systematic Reviews, MEDLINE, and CINAHL did not identify any previously conducted systematic reviews on the effectiveness of group visits on outcomes for patients with heart failure Therefore, this review seeks to identify studies evaluating the effectiveness of group visits for patients with heart failure on patient knowledge, quality of life, self-care behaviors, and hospital readmissions Page 4648

Keywords Group visits; heart failure; quality of life; readmission; self-care Inclusion criteria Types of participants This review will consider studies that include community living adult patients (18 years and above) of all races and ethnicities with a diagnosis of heart failure Types of intervention This review will consider studies that evaluate the effectiveness of group visits for adult patients with heart failure Comparator: standard one-on-one patient-provider visits Types of outcomes This review will consider studies that include the following outcome measures: Patient knowledge about HF Quality of life Self-care behaviors Unplanned readmissions for any cause occurring up to one year following a hospitalization for HF Emergency room visits for a HF exacerbation Types of studies This review will consider both experimental and epidemiological study designs including randomized controlled trials, non-randomized controlled trials and quasi-experimental trials In the absence of those studies other research designs such as before and after studies, prospective and retrospective cohort studies, case control studies, analytical cross sectional studies, and descriptive studies will be considered for inclusion Page 4649

Search strategy The search strategy aims to find both published and unpublished studies A three-step search strategy will be utilized in this review An initial limited search of MEDLINE and CINAHL will be undertaken followed by analysis of the text words contained in the title and abstract, and of the index terms used to describe an article A second search using all identified keywords and index terms will then be undertaken across all included databases Thirdly, the reference list of all identified reports and articles will be searched for additional studies Studies published in the English language will only be considered for inclusion in this review Studies published form the onset of the database to the current date of the review will be considered for inclusion in this review The databases to be searched include: PubMed, Cumulative Index to Nursing and Allied Health Literature (CINAHL), Excerpta Medica Database (EMBASE), Health Source: Nursing/Academic edition The search for unpublished studies will include: ProQuest Dissertation & Theses, MedNar, Virginia Henderson International Nursing Library, New York Academy of Medicine Initial keywords to be used will be: group visit, shared medical appointment, heart failure Assessment of methodological quality Papers selected for retrieval will be assessed by two independent reviewers for methodological validity prior to inclusion in the review using standardized critical appraisal instruments from the Joanna Briggs Institute Meta Analysis of Statistics Assessment and Review Instrument (JBI-MAStARI) (Appendix I) Any disagreements that arise between the reviewers will be resolved through discussion, or with a third reviewer Data collection Data will be extracted from papers included in the review using the standardized data extraction tool from JBI-MAStARI (Appendix II) The data extracted will include specific details about the interventions, populations, study methods and outcomes of significance to the review question and specific objectives Data synthesis Quantitative data will, where possible be pooled in statistical meta-analysis using JBI-MAStARI All results will be subject to double data entry Effect sizes expressed as relative risk (for categorical data) and weighted mean differences (for continuous data) and the 95% confidence intervals will be Page 4650

calculated for analysis Heterogeneity will be assessed statistically using the standard Chi-square and also explored using subgroup analyses based on the different study designs included in this review Where statistical pooling is not possible the findings will be presented in narrative form including tables and figures to aid in data presentation where appropriate Conflicts of interest None to disclose Acknowledgements None Page 4651

References 1 Roger VL, Go AS, Lloyd-Jones DM, Benjamin EJ, Berry JD, Border WB, et al Heart disease and stroke statistics--2012 update: a report from the American Heart Association Circulation 2012;125(1):e2 e220 doi:101161/cir0b013e31823ac046 2 Dickstein K, Cohen-Solal A, Filippatos G, McMurray JJ, Ponikowski O, Poole-Wilson PA, et al ESC Guidelines for the diagnosis and treatment of acute and chronic heart failure 2008 European heart journal 2008;29(19):2388 442 doi:101093/eurheart/ehn309 3 Australian Institute of Health and Welfare Cardiovascular Disease: Australian facts 2011 Cardiovascular disease series Cat No CVD 53 [document on the Internet] Canberra: AIHW; 2011 [cited 2012 Aug 28] Available from: http://wwwaihwgovau/workarea/downloadassetaspx?id=10737418530 4 Centers for Disease Control and Prevention & National Institutes of Health Healthy People 2010 - Heart Disease and Stroke [document on the Internet] 2002 [cited 2012 Aug 28] Available from: http://wwwhealthypeoplegov/2010/document/pdf/volume1/12heartpdf 5 Lindenfeld J, Albert NM, Boehmer JP, Collins SP, Ezekowitz JA, Givertz MM, et al Executive Summary: HFSA 2010 Comprehensive Heart Failure Practice Guideline Journal of Cardiac Failure 2010;16(6):475 539 doi:101016/jcardfail201004005 6 Harris MD Shared Medical Appointments After Cardiac Surgery The Process of Implementing a Novel Pilot Paradigm to Enhance Comprehensive Journal of Cardiovascular Nursing 2010;25(2):124 129 7 Burke RE, Ferrara SA, Fuller AA, Kelderhouse JM, Ferrara LR The effectiveness of group medical visits on diabetes mellitus type 2 ( dm2 ) specific outcomes in adults : a systematic review Joanna Briggs Library of Systematic Reviews 2011;9(23):833 885 8 Deakin TA, McShane CE, Cade JE, Williams R Group based training for self-management strategies in people with type 2 diabetes mellitus (Review) Cochrane Database of Systematic Reviews 2005;(2):ArtNo:CD003417doi:101002/14651858CD003417pub2 9 Goldstein MK, Fenn C, Olkin I, Bursick J, Lorig K, Hoffman, BB Group medical visits to improve hypertension chronic disease management In: Veterans Affairs Health Services Research & Development Service Annual Meeting Washington, DC; 2007 Available from: http://wwwhsrdresearchvagov/meetings/2007/print_abstractcfm?recordid=90 10 Beck A, Scott J, Williams P, Robertson B, Jackson D, Gage G, et al A randomized trial of group outpatient visits for chronically ill older HMO members: The Cooperative health care clinic Journal of the American Geriatrics Society 1997;45:543 49 11 Riegel B, Carlson B Psychometric Testing of the Self-Care of Heart Failure Index Journal of Cardiac Failure 2004;10(4):350 360 doi:101016/jcardfail200312001 12 Reilly CM, Higgins M, Smith A, Gary RA, Robinson J, Clark PC, et al Development, psychometric testing, and revision of the Atlanta Heart Failure Knowledge Test The Journal of cardiovascular nursing 2009;24(6):500 9 Available from: http://wwwpubmedcentralnihgov/articlerenderfcgi?artid=2828039&tool=pmcentrez&rendertype=abs tract Page 4652

13 Patel H, Ekman I, Spertus JA, Wasserman SM, Persson LO Psychometric properties of a Swedish version of the Kansas City Cardiomyopathy Questionnaire in a chronic heart failure population European Journal of Cardiovascular Nursing 2008;7:214 21 14 Rector TS Overview of the Minnesota Living With Heart Failure Questionnaire University of Minnesota [document on the Internet] 2005 [cited 2012 Aug28] Available from: https://docsgooglecom/a/umnedu/viewer?a=v&pid=sites&srcid= dw1ulmvkdxx0bxn8z3g6mjqxywmzotbkmwywmjawza 15 Green CP, Porter CB, Bresnahan DR, Spertus JA Development and evaluation of the Kansas City Cardiomyopathy Questionnaire: a new health status measure for heart failure Journal of the American College of Cardiology 2000;35(5):1245 55 In Page 4653

Appendix I: Joanna Briggs Institute Critical Appraisal Instruments Insert page break Page 4654

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Appendix II: Joanna Briggs Institute Data Extraction Instrument Insert page break Page 4657

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