Professional Documents
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Professional Nurse Practitioner
Professional Nurse Practitioner
Practitioners http://tcn.sagepub.com
Alan B. Jauregui, MD, MSN, APN1 and Yu Xu, PhD, RN, CTN, CNE1
Abstract
An increasing number of Filipino physician-turned nurse practitioners (MD-NPs) are working in the United States. This
phenomenological study examined the transition-into-practice experiences of eight self-identified Filipino MD-NPs in Las V egas,
Nevada. Four themes emerged from the data. First, unfamiliarity with the U.S. health insurance policies and guidelines was
identified as the most frequent and challenging barrier to transition and successful work performance. Second, limited scope
of practice and the legal requirement to have a physician collaborator posed problems to some Filipino MD-NPs who were
once independent, full-fledged physicians. Third, working in a litigious U.S. health care environment changed their attitudes and
practices. Fourth, having the education and experience as a physician facilitated their transition and role as NPs and led to a
higher job satisfaction than working as staff nurses. T
argeted measures are needed to facilitate the transition of Filipino MD-NPs,
especially in the context of patient safety, quality of care, and the retention of these new advanced practice nurses. Further
research is needed on their transitional issues, including development and testing of an evidence-based transitional program.
Keywords
physician-turned nurse practitioners, the Philippines, transition, phenomenology
Nursing shortage and migration of nurses constitute a global thus reducing total health care costs. Filipino physicians are
phenomenon (Buchan & Calman, 2004; Kingma, 2006). The known to have excellent clinical skills and can easily establish
Philippines has been the major supplier of nurses for the global rapport with their patients. Therefore, malpractice law suits
market (Brush & Berger, 2002; Kingma, 2006). According to against Filipino physicians are rare. Patients are generally
the latest national survey, Filipino nurses constituted 50.2% satisfied with the treatment prescribed by their doctors. Physi-
of the internationally educated nurses in the U.S. health care cians are held in high regard in the Filipino society.
system in 2004 (Health Resources and Services Administra- However, there are multiple reasons for the increasing
tion, 2005). Although the migration of Filipino nurses and number of Filipino physician-turned nurses (MD-RNs) migrat-
their presence in U.S. health care facilities, especially in inner- ing to the United States. First, nurses in the United States make
city hospitals, is common, a recent phenomenon is the exodus more money than physicians in the Philippines. Filipino
of Filipino physicians from the Philippines who are retrained doctors earn between $300 and $1,000 a month (Gatbonton,
as nurses to work in the United States. 2004). Second, it is much easier to emigrate to the United States
The practice of medicine in the Philippines can be consid- as a nurse than as a physician because of the preference for
ered humanitarian to some extent because the majority of nurses by the U.S. immigration laws to address the worsening
physicians render health services to their patients despite low nurse shortage crisis. The difficulty and drawn-out process of
compensation. Oftentimes, the physicians are not paid because passing both written and clinical exams, matching for resi-
of the existing Philippine law that exonerates patients from dency program, and the limited “quota” for foreign-trained
nonpayment of physician services. Patients can be discharged physicians make the medical career path unachievable for
from the hospital without paying the physicians for services many former Filipino physicians. Low pay for medical resi-
rendered. This leads to piling up of promissory notes given dents, grueling residency training schedule, and aging
by patients that were never paid. Payment through health insur-
ance has just started in the Philippines, and no data exist as 1
University of Nevada-Las Vegas, Las Vegas, Nevada, USA
to whether this reimbursement method has reduced the burden
Corresponding Author:
of nonpayment for Filipino physicians. In their clinical prac- Yu Xu, PhD, RN, CTN, CNE, University of Nevada-Las Vegas, 4505
tice, Filipino physicians usually arrive at diagnoses using Maryland Parkway, Las Vegas, NV 89154-3018, USA
minimal ancillary procedures and laboratory diagnostic tests, Email: yu.xu@unlv.edu
of Filipino physicians are additional barriers to pursuing a philosophical assumption of phenomenology is that a person
medical career in the United States. Third, “push” factors in can know what one experiences only by attending to percep-
the Philippines include political instability, rising living costs, tions and meanings that awaken conscious awareness (Husserl,
high taxes, and disenchantment with the medical profession 1962). For this study, the investigators were interested in the
(i.e., the paltry HMO-driven consultation fees, looming threat transition-into-practice experiences of Filipino MD-NPs and
of compulsory malpractice insurance, pressure from the gov- their meanings.
ernment taxation agency, and persecution by the Bureau of
Internal Revenue). These factors have contributed to the exo-
dus of physicians, who find working as nurses in the United Sample
States as an easier “ticket out” from the Philippines. Two to A purposive sample of eight Filipino MD-NPs participated in
3,000 Filipino physicians were enrolled in nursing schools, this study. The inclusion criteria were (a) Filipino nurse practi-
and 100 physicians took the nursing board exam in June 2002 tioners working in the United States who were formerly licensed
alone in the Philippines (Gatbonton, 2004). physicians in the Philippines and (b) aged 18 years or older.
Migration is never an easy decision (Kingma, 2006) and
its effects on nurses and their families are enormous. These
challenges are multifaceted, including economic, political, Procedures
psychosocial, and cultural (Allan & Larsen, 2003; Allan, After the study received approval from the researchers’ insti-
Larsen, Bryan, & Smith, 2004; Baumann, Blythe, Rheaume, tutional review board, participants were selected by referral
& McIntosh, 2006; Buchan, 2003; Daniel, Chamberlain, & from colleagues and/or acquaintances in the health sector.
Gordon, 2001; Davison, 1993; Konno, 2006; Lopez, 1990; Participants were then contacted via telephone or in person
Withers & Snowball, 2003; Xu, 2007). For MD-RNs who to arrange a face-to-face interview at a time and place chosen
comprise a “new breed” of international nurses, they experience by the participants. A written informed consent form explain-
a “double whammy” of stressful adjustment to a new cultural ing the study was given to participants prior to each interview.
and work environment common to all international nurses and Once the informed consent was obtained, including permission
the adaptation from the discipline of medicine to nursing (Vapor for audio-taping the interview, each participant was asked to
& Xu, 2010). Vapor and Xu (2010) found that Filipino MD-RNs respond verbally to the following open-ended questions:
working as staff nurses in the United States did not have job
satisfaction because of the challenge of changing professional •• As a former physician from the Philippines, what are
roles from physician to nurse, unmet socioeconomic expecta- your transitional experiences of working as a new
tions of practicing nursing in the United States, and the physi- Nurse Practitioner in the United States?
cal and mental challenge of nursing. Consequently, becoming •• What are the issues you have encountered while working
a nurse practitioner was the logical and realistic career option as a new Nurse Practitioner in the United States?
for many Filipino MD-RNs.
This phenomenological study examined the transition-into- Each audio-taped interview lasted 30 to 90 minutes. Following
practice experiences of a group of Filipino MD-NPs working Collaizzi’s (1978) method, the data obtained were transcribed
in Las Vegas, Nevada, after graduating from a formal training verbatim and independently analyzed by two researchers to
program designed for MD-RNs. As of this writing, there are no identify emerging themes.
published studies on the work experiences of foreign MD-NPs
or MD-RNs. It is hoped that knowledge gained from this study
will help understand the transition of MD-NPs and issues in Data Analysis
their new role as NPs, thus providing a scientific foundation In context of this study, Collaizzi’s (1978) seven-step proce-
for interventions to facilitate their transition. dure for phenomenological method was followed:
7. Returning to the participants to validate findings via working as staff nurses prior to becoming a NP ranged from
member check and incorporating new relevant data 2 to 8 years. At the time of this study, all participants worked
into the final research report in outpatient clinic settings for less than 1 year as a NP. Four
of the eight participants became clinic coordinators within
months of their hire.
Measures to Ensure T rustworthiness of Study
Bracketing is a measure used by researchers to consciously
separate their own life experiences or preconceived notions Emerging T hemes
from the phenomenon under study to avoid real or potential Theme 1: Unfamiliarity with the U.S. insurance system policies
interference. To achieve bracketing, researchers must reawaken and guidelines was identified as the most frequent and challenging
their own presuppositions and abstain from them for a moment barrier to transition and successful work performance. The majority
(Merleau-Ponty, 1956). As the layers of meaning that give of the informants expressed frustration over insurance policies
persons interpreted experiences are laid aside, what is left is and guidelines because of their unfamiliarity with the system
the perceived world prior to interpretation and explanation and the role as gatekeeper of health services. The MD-NPs
(Oiler, 1986). Essentially, bracketing brings the participants’ were uncomfortable in asking patients for their insurance cov-
experiences into clearer focus. Prior to each interview, the erage, if their insurance is accepted by the MD-NP’s company,
researcher (AJ) attempted to “lay aside” his experiential and whether the patient had the money for his/her co-pay.
knowledge of the phenomenon under study to capture the Such issues never existed when they practiced as physicians
empirical reality outside himself and attune attentively to the in the Philippines because their patients usually had no insur-
experiences described by the participants in the study (Swanson- ance and payment was almost always in cash. During the
Kauffman & Schonwald, 1988). initial patient encounter, problems with delivery of health care
Investigator triangulation was another measure taken. The services could arise if the patient’s insurance was not accepted
two research team members conducted independent data analy- by the MD-NP’s company.
sis. Consensus was sought through discussion to resolve inevi- One MD-NP mentioned,
table differences during data analysis. Intuiting was the third
measure wherein the researchers made conscious efforts to We cannot see the patient unless the insurance is okay.
remain open-minded to let the interviewee and data to “take If their insurance is not accredited, we refer them to
the lead” during both interviews and data analysis. Member another primary care provider. In some instances,
check, the fourth measure, was carried out whereby research patients were persistent and wanted to be seen right
findings were sent back to the participants for validation. Finally, away by the NP.
an audit trail was maintained, including, among others, records
of decisions, field notes, and research team discussions. In this particular situation, the MD-NP explained to the patient
that his insurance would not cover the services to be rendered,
and the patient was given the following options: (a) pay in
Results cash for needed services, (b) given a list of other providers,
Demographic Profile of Participants or (c) payment for services rendered by the MD-NP is waived.
In the third scenario, approval by the clinic coordinator was
It turned out that all eight participants were graduates of required, which can delay the delivery of the service. Some
the first cohort of one Family Nurse Practitioner program patients were turned away; others were referred to physician
in Las Vegas. The age of the eight MD-NPs ranged from 40 collaborators of the MD-NPs. Consequently, the MD-NPs had
to 58 years. There were seven females and one male. In addi- to apologize and explain to the patients that their company
tion to a Doctor of Medicine and Bachelor of Science in Nursing did not accept their insurance policy. It was not uncommon
from the Philippines, they all pursued additional training to for patients to become upset if their insurance was not on the
become specialists in their own medical fields. The specialty accepted list of insurance providers and paying cash was the
certifications earned by the participants were in the follow- only remaining choice to obtain the services.
ing areas: internal medicine (3), family medicine (2), anes- One area of concern was the choice of treatment options or
thesia (1), pediatrics (1), and radiology (1). The length of time medications. Decisions were no longer determined by what
worked as physicians in the Philippines spanned from 4 to was best for the patient but rather dictated by what the insur-
20 years. ance covered. If an MD-NP wanted to prescribe a particular
Furthermore, all participants were retrained as nurses and antibiotic that was not on the drug formulary of a patient’s
received a Bachelor of Science in Nursing from the Philippines. insurance, he/she must inform the patient. Although the MD-NP
All of them immigrated to the United States and used their believed that a particular drug was best for the patient, the
nursing degree to work legally as bedside nurses prior to pur- added cost in getting a nonformulary drug became a financial
suing their advanced nursing education. The length of time of burden to the patient. The MD-NP needed to ask the patient
whether to buy the prescribed drug or choose a different drug independently in the Philippines. There were no protocols to
covered by the insurance. One MD-NP stated, “Instead of prac- follow. They had their own guidelines based on standard prac-
ticing evidence-based medicine, sometimes you have to bend tices and the recommendation of the Board of Medicine. Now,
a little bit.” There were various ways of overcoming these working as NPs in the United States, the majority of them had
difficulties. One solution was to follow the insurance protocols: to strictly follow certain rules and protocols. One informant
“I have to go with what the insurance requires; otherwise, the expressed her frustration, “As a physician in the Philippines,
patient will have a hard time paying off.” Another solution was I get to do Internal Medicine with sub-specialty in Nephrol-
to seek the help of medical assistants who were more knowl- ogy; but now, I’ll be getting a limited scope of practice.”
edgeable about insurance policies and guidelines. Another MD-NP who was working in an outpatient clinic
Theme 2: T he limited scope of practice of NPs and the legal stated the following:
requirement to have a physician collaborator posed difficulty for
MD-NPs who were once independent, full-fledged physicians. Prac- We just treat patients with uncomplicated respiratory
ticing under the supervision of a physician collaborator was illnesses. Once they have wheezing, we have to refer
perceived as limiting their autonomy and scope of practice as them to the emergency room or to their primary care
well as lack of trust in their ability. All the informants once physicians. We are not supposed to treat patients with
practiced independently as physicians in the Philippines. Now, chronic diseases. The only patients we are supposed to
for them to practice in the United States as NPs, they were treat are hypertensive and non-chronically ill patients.
required to have a U.S.-trained physician as a collaborator. Even toothache, we’re not supposed to treat. It’s very
Having practiced medicine for years, the MD-NPs felt confi- limited. We have protocols to follow and we call them
dent about their ability to diagnose and treat patients. Yet their practice guidelines or algorithm.
hands were “tied” because they had to adhere to established
treatment guidelines and had to inform their collaborating On the other hand, a limited scope of practice was perceived
physicians when confronted with cases beyond their scope of advantageous by other MD-NPs as established protocols and
practice as NPs. The MD-NPs usually ended up referring practice guidelines offered them security with the collaborating
patients to other providers and specialists even though they physician assisting them when necessary.
knew they had the expertise to manage these conditions. In
addition, they must follow existing protocols in their daily Regarding relationship with my collaborator, [there is]
practice established by their employers or insurance compa- no problem because we usually have meetings every
nies. The following statements validated their difficulty: month. This is a good set up as this will assist me in my
transition.
Now we are tied up to different protocols and SOAP
(subjective, objective, assessment, plan). I think it’s less stressful. You just have to follow what’s
in the protocol and you won’t get into trouble or end up
I cannot be independent anymore and I have to rely on with a malpractice suit.
my collaborator.
The protocol was clear-cut and straightforward; I don’t
Yes, there are limitations here, based on the protocol; we think anyone can commit a mistake from following it.
can only treat common illnesses and not emergent cases.
We have to refer them to other primary providers. . . . As long as the physician gives me the autonomy, I won’t
There is also a range of ages that you can see, only have problems.
12 year olds to 65 year olds.
In reality, autonomy was only possible after the MD-NPs
For the MD-NPs to adapt, they had to restructure their thinking gained the trust of their collaborating physicians. They
and accept their new role as NPs. One MD-NP who used to should expect that their collaborating physicians could audit
own her practice stated: or check on them anytime. Auditing by a collaborating
physician was perceived as lack of confidence and trust in
It really affects my practice because I’m now working their ability, which lead to feelings of shame and humilia-
as an employee, not as an employer. I think it’s difficult tion. Moreover, having to rely on someone else was per-
to work with them. In order for me to succeed, I make ceived as having a “big brother” looking over one’s
sure that I have a good working relationship with them. shoulders, which made them uneasy and even resentful at
times. In contrast, one MD-NP commented, “You can’t
The limited scope of practice was difficult for the MD-NPs come here as a NP and still act like a doctor. You have to
initially because they were used to treating patients forget about that career.”
Theme 3: W orking in a litigious U.S. health care environment for any ancillary procedure that will rule out the symptom/
changed their attitudes and practices. In the Philippines, medical disease.
practice was more clinically oriented. Physicians usually
arrived at a diagnosis using very minimal technology and Theme 4: Having a medical education and experience as a
relying heavily on health history and physical assessment. It physician facilitated their transition to the NP role and led to a
was an environment wherein patients were generally satisfied higher job satisfaction than working as staff nurses. Informants
and grateful for the services rendered by doctors. Malpractice affirmed that the transition from physician to nurse practitioner
suits are almost nonexistent and patients rarely complain about was easier than from physician to staff nurse.
doctors. One informant mentioned that “the patients are very
compassionate and so are the doctors.” When the Filipino I don’t think it will take weeks or months before I will
MD-NPs started practicing in their new role as NPs in the be able to adapt to my new role as a NP because with
United States, all of them became keenly aware of the litigious my medical and nursing background, I think it will be
health care environment. The following views were shared by easy for me compared to my work as a [staff] nurse.
majority of the informants:
It [medical education and experience] will be an advan-
Patients here are very arrogant; you need to be very tage. It’s like going back to curing and healing patients
careful with what you say to your patient. At the same like a doctor with the NP title.
time, they are trying to find fault on you, though not a
lot, but they just want to sue the doctors so they can get I think the practice of nurse practitioner is just like an
money out from the doctor. extension of my medical career.
Because of liability suits against doctors, practicing In addition, the perceived similarity between the work of
medicine is very defensive. We are very defensive against physicians and that of NPs made their transition into prac-
lawsuits. tice easier.
Because of this “litigious environment” in the United States, As far as the practice of a physician and a nurse practi-
the MD-NPs had to adjust their attitude and practices accord- tioner [is concerned], it was practically the same—we
ingly to protect themselves from malpractice: deal with history taking and physical examinations
which were all the same for both physicians and NPs.
With these malpractice suits, it affected my decision-
making skills and I have to be extra careful. My medical background had lots of advantages in terms
of assessing the patient, giving the diagnosis, and prin-
I think the reason why people use a lot of laboratory ciples of therapy.
work-ups is to protect yourself from malpractice. I would
be doing the same too, just to follow the guidelines. I Because of their relative ease of transition to the NP role,
know, but I have to cover myself from malpractice even majority of the MD-NPs became confident in taking care of
if it would mean an increase in health care cost. patients within weeks on the job. In fact, they viewed the
combination of their medical and nursing background as ben-
To prevent potential problems, the MD-NPs recommended eficial to their patients.
the following strategies that seemed to work for them:
Now, I’m more knowledgeable; I can educate my
We should be very careful, especially in taking the patients more thoroughly.
history and physical exam to arrive at a diagnosis.
Every diagnosis should be supported by laboratory You see them [patients] in the context of the family,
work-ups and ancillary procedures. If there’s any doubt context of the environment. You don’t only see the per-
in my mind, I can always call my collaborating son as a person per se, but you see them in the context
physician. of so many things.
Make sure everything has been done the right way. Track We used good critical thinking skills and already have
the patient’s documents to see if they have the right the clinical eye which helped us decide when to and
documentation. when not to refer our patients.
That’s why you have to be very careful for every patient’s They affirmed that their combined medical and nursing back-
symptom. You shouldn’t be negligent in preparing him ground was more advantageous for patients cared for by an
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