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Telephone Triage For Oncology Nurses Print Replica Ebook PDF
Telephone Triage For Oncology Nurses Print Replica Ebook PDF
Telephone Triage For Oncology Nurses Print Replica Ebook PDF
Edited by
Margaret Hickey, RN, MSN, MS,
and Susan Newton, APRN, MS, AOCN®, AOCNS®
Publisher’s Note
This book is published by the Oncology Nursing Society (ONS). ONS neither represents nor guar-
antees that the practices described herein will, if followed, ensure safe and effective patient care. The
recommendations contained in this book reflect ONS’s judgment regarding the state of general knowledge
and practice in the field as of the date of publication. The recommendations may not be appropriate for use
in all circumstances. Those who use this book should make their own determinations regarding specific
safe and appropriate patient care practices, taking into account the personnel, equipment, and practices
available at the hospital or other facility at which they are located. The editors and publisher cannot be held
responsible for any liability incurred as a consequence from the use or application of any of the contents
of this book. Figures and tables are used as examples only. They are not meant to be all-inclusive, nor
do they represent endorsement of any particular institution by ONS. Mention of specific products and
opinions related to those products do not indicate or imply endorsement by ONS. Websites mentioned
are provided for information only; the hosts are responsible for their own content and availability. Unless
otherwise indicated, dollar amounts reflect U.S. dollars.
ONS publications are originally published in English. Publishers wishing to translate ONS publica-
tions must contact ONS about licensing arrangements. ONS publications cannot be translated without
obtaining written permission from ONS. (Individual tables and figures that are reprinted or adapted
require additional permission from the original source.) Because translations from English may not
always be accurate or precise, ONS disclaims any responsibility for inaccuracies in words or meaning
that may occur as a result of the translation. Readers relying on precise information should check the
original English version.
AUTHORS
Elizabeth Abernathy, RN, MSN, AOCNS® Jeannine M. Brant, PhD, APRN, AOCN®, FAAN
Director, Clinical Practice, Nursing Education Oncology Clinical Nurse Specialist/Nurse
and Research Scientist
Duke Cancer Network Billings Clinic
Durham, North Carolina Billings, Montana
Constipation Pain
Andrea Bales, MS, RN, CNL, OCN® Lynne Brophy, MSN, RN-BC, APRN-CNS,
Assistant Nurse Manager AOCN®
The Ohio State University Comprehensive Adult Breast Oncology Clinical Nurse
Cancer Center Arthur G. James Cancer Specialist
Hospital and Richard J. Solove Research Stefanie Spielman Comprehensive Breast
Institute Center
Columbus, Ohio The Ohio State University Comprehensive
Sleep–Wake Disturbances Cancer Center Arthur G. James Cancer
Hospital and Richard J. Solove Research
Sharon Baumler, MSN, RN, CORLN, OCN® Institute
Staff Nurse Columbus, Ohio
University of Iowa Health Care Venous Access Device Problems
Iowa City, Iowa
Oral Mucositis Darcy Burbage, RN, MSN, AOCN®, CBCN®
Supportive and Palliative Care Nurse
Madelaine Binner, MBA, FNP-BC, DNP Navigator
Oncology Nurse Practitioner Helen F. Graham Cancer Center and Research
Anne Arundel Medical Center Institute
Annapolis, Maryland Newark, Delaware
Models of Telephone Triage and Use of Guidelines Alopecia
Lisa Blackburn, MS, APRN-CNS, AOCNS® Pamela H. Carney, MSN, RN, OCN®
Clinical Nurse Specialist Patient Care Coordinator
The Ohio State University Comprehensive Vanderbilt-Ingram Cancer Center
Cancer Center Arthur G. James Cancer Nashville, Tennessee
Hospital and Richard J. Solove Research Dysgeusia (Taste Dysfunction); Fatigue
Institute
Columbus, Ohio
Sleep–Wake Disturbances
Jane Clark, PhD, RN, AOCN®, GNP-C Mary K. Hughes, MS, RN, CNS, CT
Oncology Nursing Consultant Psychiatric Clinical Nurse Specialist
Decatur, Georgia Department of Psychiatry
Malignant Ascites University of Texas MD Anderson Cancer Center
Houston, Texas
Rebecca Collins, MS, RN, OCN®, CHPN, Depressed Mood
NE-BC, CENP
Director of Care Transitions Joyce Jackowski, MS, FNP-BC, AOCNP®
Innovative Care Solutions/Pure Health Care Nurse Practitioner
Dayton, Ohio Florida Cancer Specialists
Antibiotic Therapy Problems Venice, Florida
Alterations in Sexuality
Kerri A. Dalton, MSN, RN, AOCNS®
Director, Clinical Practice and Education Nicole Korak, MSN, FNP-C
Duke Cancer Network, Duke Network Senior Director of Operations
Services IQVIA
Duke University Health System Dallas, Texas
Durham, North Carolina Confusion/Change in Level of Consciousness;
Diarrhea Paresthesia (Peripheral Neuropathy)
Jackie Matthews, RN, MS, APRN-CNS, Jeanene “Gigi” Robison, MSN, APRN-CNS,
AOCN®, ACHPN AOCN®
Oncology and Palliative Clinical Nurse Oncology Clinical Nurse Specialist
Specialist The Christ Hospital Health Network
Vice President, Palliative and Supportive Care Cincinnati, Ohio
Innovative Care Solutions Hand-Foot Syndrome; Phlebitis
Dayton, Ohio
Dysphagia; Esophagitis; Xerostomia (Dry Mouth) Sharon Rockwell, BSN, RN, OCN®, CRNI
Immunotherapy Infusion Registered Nurse
Deborah Metzkes, RN, BSN, OCN®, MBA Seattle Cancer Care Alliance
Clinical Educator Seattle, Washington
IQVIA Bone Loss
Boca Raton, Florida
Anorexia; Menopausal Symptoms Erin J. Ross, DNP, MS, ANP-BC, CORLN
Nurse Practitioner
Cynthia Muller, MJ, BSN, RN Head and Neck Institute
Clinical Support Specialist and Educator Cleveland Clinic
Bayer Oncology TKI Division Cleveland, Ohio
Whippany, New Jersey Hemoptysis
Legal Concerns of Telephone Triage
Marlon Garzo Saria, PhD, RN, AOCNS®,
Mary Murphy, RN, MS, AOCN®, ACHPN FAAN
President and Chief Nursing and Care Officer Tarble Foundation Oncology Clinical Nurse
Ohio’s Hospice of Dayton Specialist and Nurse Scientist
Dayton, Ohio Assistant Professor of Translational Neuro
Anxiety; Deep Vein Thrombosis sciences and Neurotherapeutics
Director, Center for Quality and Outcomes
Tayreez Mushani, BScN, MHS, CON(C), Research
CHPCN(C) Pacific Neuroscience Institute and John
Assistant Professor Wayne Cancer Institute at Providence Saint
Aga Khan University School of Nursing and John’s Health Center
Midwifery Santa Monica, California
Nairobi, Kenya Seizures
Flu-Like Symptoms
Gary Shelton, DNP, NP, ANP-BC, AOCNP®,
Pamela J. Pearson, RN ACHPN
Immunotherapy Infusion Registered Nurse Clinical Program Manager, Hematology and
Seattle Cancer Care Alliance Oncology
Seattle, Washington Mount Sinai Hospital
Bone Loss; Nausea and Vomiting New York, New York
Difficulty or Pain With Urination; Hematuria;
Jody Pelusi, PhD, FNP, AOCNP® Pruritus (Itch)
Oncology Nurse Practitioner/Investigator
Phase I Clinical Trials Sharon Steingass, RN, MSN, AOCN®
Honor Health Research Institute Nursing Director
Scottsdale, Arizona The Ohio State University Comprehensive
Oral Therapies and Telephone Triage Cancer Center Arthur G. James Cancer Hospi-
tal and Richard J. Solove Research Institute
Mary Ann Plambeck, RN, MSN, NEA-BC, Columbus, Ohio
OCN® Models of Telephone Triage and Use of Guide-
Clinical Operations Director lines
Duke Cancer Center
Durham, North Carolina
Setting Up a Telephone Triage Call Center
Heather Vanderploeg, RN, BSN, OCN®, Laura S. Wood, RN, MSN, OCN®
CBCN® Research Nurse
Medical Science Liaison Director Cleveland Clinic Cancer Center
AstraZeneca Cleveland, Ohio
Norfolk, Virginia Immune-Related Adverse Events
Immune-Related Adverse Events
DISCLOSURE
Editors and authors of books and guidelines provided by the Oncology Nursing Society are
expected to disclose to the readers any significant financial interest or other relationships with the
manufacturer(s) of any commercial products.
A vested interest may be considered to exist if a contributor is affiliated with or has a financial
interest in commercial organizations that may have a direct or indirect interest in the subject mat-
ter. A “financial interest” may include, but is not limited to, being a shareholder in the organization;
being an employee of the commercial organization; serving on an organization’s speakers bureau;
or receiving research funding from the organization. An “affiliation” may be holding a position on an
advisory board or some other role of benefit to the commercial organization. Vested interest state-
ments appear in the front matter for each publication.
Contributors are expected to disclose any unlabeled or investigational use of products dis-
cussed in their content. This information is acknowledged solely for the information of the readers.
The contributors provided the following disclosure and vested interest information:
Margaret Hickey, RN, MSN, MS: Publication Practice Counsel, Stone Communications, consultant or
advisory role
Susan Newton, APRN, MS, AOCN®, AOCNS®: Elsevier, other remuneration
Jeannine M. Brant, PhD, APRN, AOCN®, FAAN: Genentech, Inc., Insys Therapeutics, honoraria
Beth Eaby-Sandy, MSN, CRNP: AbbVie Inc., consultant or advisory role; AstraZeneca, Helsinn Health-
care SA, Merck and Co., Inc., Takeda Pharmaceutical Company, honoraria
Joyce Jackowski, MS, FNP-BC, AOCNP®: Elsevier, other remuneration
Nicole Korak, MSN, FNP-C: IQVIA, consultant or advisory role
Heather Thompson Mackey, MSN, RN, ANP-BC, AOCN®: Elsevier, other remuneration
Deborah Metzkes, RN, BSN, OCN®, MBA: IQVIA, Novartis Pharmaceuticals Corp., consultant or advi-
sory role
Marlon Garzo Saria, PhD, RN, AOCNS®, FAAN: Brain Cancer Research Institute, John Wayne Cancer
Institute, San Diego Brain Tumor Foundation, employment or leadership position; Cancer Life,
consultant or advisory role; ICU Medical, Inc., honoraria
Heather Vanderploeg, RN, BSN, OCN®, CBCN®: AstraZeneca, employment or leadership position
Laura S. Wood, RN, MSN, OCN®: Merck and Co., Inc., consultant or advisory role; Bristol-Myers Squibb
Co., Pfizer Inc., honoraria
ACKNOWLEDGMENTS.............................................................................................................xi
INTRODUCTION...........................................................................................................................1
OVERVIEW.....................................................................................................................................5
Alopecia............................................................................................................................. 73
Alterations in Sexuality................................................................................................ 77
Anorexia............................................................................................................................ 81
Antibiotic Therapy Problems..................................................................................... 85
Anxiety............................................................................................................................... 89
Bleeding............................................................................................................................ 93
Bone Loss.......................................................................................................................... 97
Confusion/Change in Level of Consciousness...................................................101
Constipation..................................................................................................................105
Cough...............................................................................................................................109
Deep Vein Thrombosis...............................................................................................113
Depressed Mood..........................................................................................................117
Diarrhea...........................................................................................................................123
Difficulty or Pain With Urination.............................................................................129
Dizziness..........................................................................................................................133
Dysgeusia (Taste Dysfunction)................................................................................137
Dysphagia.......................................................................................................................143
Dyspnea...........................................................................................................................147
Esophagitis.....................................................................................................................151
Fatigue.............................................................................................................................155
Fever With Neutropenia.............................................................................................161
Fever Without Neutropenia......................................................................................165
Flu-Like Symptoms......................................................................................................169
Hand-Foot Syndrome.................................................................................................173
Headache........................................................................................................................179
Hematuria.......................................................................................................................185
Hemoptysis....................................................................................................................189
Hiccups (Singultus)......................................................................................................193
Immune-Related Adverse Events...........................................................................199
Lymphedema.................................................................................................................205
Malignant Ascites.........................................................................................................209
Menopausal Symptoms.............................................................................................213
Myalgia and Arthralgia...............................................................................................219
Nausea and Vomiting.................................................................................................225
Oral Mucositis................................................................................................................231
Pain....................................................................................................................................239
Paresthesia (Peripheral Neuropathy)....................................................................243
Phlebitis...........................................................................................................................247
Pruritus (Itch).................................................................................................................253
Rash...................................................................................................................................261
Seizures............................................................................................................................267
Sleep–Wake Disturbances........................................................................................273
Venous Access Device Problems............................................................................279
Xerostomia (Dry Mouth)............................................................................................287
APPENDICES............................................................................................................................291
INDEX.........................................................................................................................................299
Over the past few decades, trends in health care have shifted cancer care delivery
from inpatient to outpatient settings. In 2012, the American Academy of Ambula-
tory Care Nursing reported that more than three million nurses, or 25% of RNs in
the United States, cared for patients in ambulatory care settings (Mastal & Levine,
2012). In addition to the large number of nurses working in outpatient settings shown
in this survey, a growing number of nurses are also caring for patients using tele-
health. A 2015 workforce survey by the National Council of State Boards of Nursing
(NCSBN) and the National Forum received responses from 78,700 nurses, or 30%
of the U.S. nursing workforce. Nearly half of the respondents said they provided
patient care using telehealth (NCSBN, 2016). The results of both surveys made it
clear that nursing care is no longer defined within the brick-and-mortar walls of
a healthcare setting, further reflecting the demand for nontraditional expertise in
professional nursing practice in the ambulatory care setting.
This change to the patient care delivery setting can be a challenge to profes-
sional nurses educated in the traditional inpatient model. The inpatient setting con-
tinues to be the primary location of basic nursing education, yet many nurses at
some point will find themselves practicing outside the inpatient hospital. Nurses
transitioning to ambulatory care and other settings often expect to use the same
knowledge and skills learned in their acute care practices. Although some compe-
tencies may be transferable, the expertise and skills needed in the outpatient set-
ting are unique. An ambulatory nurse is often a coordinator of care rather than a
hands-on, direct care provider. A transition to ambulatory nursing requires clinical
expertise, leadership, and autonomous critical-thinking skills. Nursing practice can
include face-to-face care but also indirect care, such as over the telephone or via
computer. Unique assessment and communication skills are required when direct
sensory input is not available (Stokowski, 2011).
Since its invention in 1876, the telephone has been used as a tool to seek health-
care assistance. Some accounts of Alexander Graham Bell’s first recorded telephone
call claim it was for medical help after he spilled sulfuric acid on himself (WGBH
Educational Foundation, n.d.). The telephone, complemented by video or pictures,
is an essential and effective means of information sharing and communication, and
therefore, it is a vital tool for the ambulatory care nurse. Telephone triage is defined
as “an interactive process between the nurse and client that occurs over the tele-
phone and involves identifying the nature and urgency of client health care needs
and determining the appropriate disposition” (Rutenberg & Greenberg, 2012, p. 5).
Providing telephone triage and telephone advice are essential skills for the ambu-
latory nurse. Regardless of the nursing specialty (e.g., pediatrics, otolaryngology,
oncology), nurses in outpatient clinics often find themselves performing assess-
ments and providing triage and advice over the telephone. In cancer centers, tele-
phone calls from patients are an important component of everyday nursing practice.
Telephone triage assessment allows for the oncology nurse to discuss signs and
symptoms experienced by the patient and to direct the patient accordingly. Triage
assessments may be used to provide homecare instructions for the patient or home
care provider. Or, if a telephone triage assessment results in the need for immediate
patient evaluation, it is the responsibility of the triage nurse to relay information to
the patient’s care team or direct the patient to the closest emergency department.
The triage nurse also determines if the patient needs assistance with calling for
emergency medical transportation (G. Shelton, personal communication, October
27, 2017). The work of responding to telephone calls of patients and families must
be considered when establishing nursing roles and responsibilities, as well as when
developing a budget for the outpatient/ambulatory center.
Telephone assessments and triage have become integral in providing ambula-
tory care delivery, improving appropriate access to care, and controlling healthcare
costs. The American Hospital Association (2016) published a brief documenting
the growing integration of telehealth in healthcare organizations as a cost-effective
care delivery method. The care provided needs to be individualized for the patient
and his or her unique problem. Mastery of telephone triage is a difficult yet nec-
essary skill for the outpatient nurse. Ambulatory triage nurses must quickly col-
lect information and knowledge on the patient, including current and past medical
history and social situation. Telephone assessments require an experienced nurse
with expert knowledge of usual disease states or conditions and treatment regi-
mens. The nurse must possess excellent communication skills that allow for quick
establishment of rapport and completion of an accurate patient assessment limited
to auditory clues (Derkx, Rethans, Knottnerus, & Ram, 2007).
Oncology nurses are especially challenged in meeting patient needs over the
telephone. A nursing assessment of a patient with a cancer diagnosis can be quite
complicated. The primary diagnosis, as well as side effects from treatment, can
result in a variety of symptoms. The nurse may be taken off guard by the patient’s
telephone call, as it can occur at any time. The patient’s medical record, with com-
plete medical and cancer history and treatment plan, may not be available when
the nurse first responds to the call. The complex patient assessment is made even
more difficult when performed over the telephone because the nurse is unable to
visually observe or examine the patient. This is a significant challenge, as visual
messages and nonverbal communication account for up to 55% of the impact in a
face-to-face patient assessment (Car & Sheikh, 2003).
Nurses are direct care providers. They are educated and practice in settings
where they use their senses when assessing and caring for patients. As nurses gain
more experience, they assimilate and process information through their senses so
rapidly that they often are unaware of individual thought processes. This is com-
monly described as intuition or a gut feeling. Regardless of how the nurse defines
this ability, the thorough nursing assessment, including sensory observations, allows
the expert nurse to make prompt and accurate decisions. This intuition often is lost
when the assessment is performed on the telephone because of the lack of sensory
input. The nurse cannot directly see, touch, or smell, and must rely solely on verbal
and listening skills. Furthermore, the nurse may be communicating with a family
member or friend attempting to describe the patient’s complaint.
It is not surprising that telephone triage can be a daunting task for an oncol-
ogy nurse if not well prepared. A systematic process, including written protocols
or guidelines, complete and concise documentation, and processes within the
busy practice setting, allows the nurse to give the required time and attention
to the patient’s call. Preparedness requires an in-depth understanding of oncol-
ogy diagnoses; treatments, their side effects, and management; and excellent
assessment and telephone communication skills. Nurses with years of expe-
rience and skill in telephone assessment and communication may develop a
“telephone intuition” that allows them to ask a few pointed questions to quickly
get to the root of the problem. They are able to hone their assessment with
both their knowledge of the specialty and of the patient. These nurses will lis-
ten “between the lines,” focusing not only on the patient’s words but also the
tone of voice. This expert nurse listens to “hear” body language in the tone of
voice. Lockwood (n.d.) reported that tone accounts for 86% of verbal com-
munication, with actual spoken words accounting for the remaining 14%. The
expert telephone nurse can quickly identify the patient’s anxiety, pain, or other
symptoms, such as shortness of breath. However, for nurses who have not yet
gained these skills, few resources are available.
The goal of this book is to provide useful tips for oncology nurses as they develop
telephone triage or telephone nursing practices in their clinical settings. To date,
no other text has addressed the special needs of patients with oncology problems
or the special skills required by the oncology telephone triage nurse. The authors
hope this book will help both expert and less-experienced nurses.
The purpose of this text is to provide “how-to” tips for telephone assessment,
communication, and documentation, as well as for the telephone triage process,
including a discussion of legal concerns and sample models of practice. The tele-
phone guidelines and protocols are symptom based and were selected to address the
common complaints of patients with cancer. These protocols offer a basic structure
for handling telephone calls in an outpatient setting while providing continuity of
care for the patient with cancer.
This text is designed to assist oncology nurses at all experience levels. It can
be used as a resource for oncology nurses learning the telephone nursing role. The
expert nurse will find this text a valuable augment to the education of newer nurses
and a guide on how to develop a formalized telephone nursing practice in the clinic.
The symptom-related protocols will assist any nurse with calls and complaints not
experienced previously.
Symptom-focused telephone protocols are included to direct oncology nurses in
the development of guidelines in their practice settings. It is essential that these
protocols are not implemented without the review and approval of the physi-
cian or physicians who manage the patients in the practice. These telephone
protocols are written to serve as a guide to nurses to meet the specific needs of
their oncology patient population.
Oncology nurses from across the United States and as far away as Kenya have
contributed these protocols to help other nurses and improve patient care. This text
could not have been accomplished without the sharing spirit and collegiality of
oncology nurses dedicated to improving the care of patients with cancer.
REFERENCES
American Hospital Association. (2016). Telehealth: Helping hospitals deliver cost-effective care.
Retrieved from http://www.aha.org/content/16/16telehealthissuebrief.pdf
Car, J., & Sheikh, A. (2003). Telephone consultations. BMJ, 326, 966–969. https://doi.org/10.1136/bmj
.326.7396.966
Derkx, H.P., Rethans, J.-J.E., Knottnerus, J.A., & Ram, P.M. (2007). Assessing communication skills
of clinical call handlers working at an out-of-hours centre: Development of the RICE rating scale.
British Journal of General Practice, 57, 383–387.
Lockwood, T. (n.d.). Voice and language. Retrieved from http://www.fenman.co.uk/traineractive/training
-activity/voice-and-language.html
Mastal, M., & Levine, J. (2012). Perspectives in ambulatory care: A survey. Nursing Economics, 30,
295–304.
National Council of State Boards of Nursing. (2016). Executive summary: The 2015 National Nursing
Workforce Survey. Journal of Nursing Regulation, 7(Suppl.), S4–S6.
Rutenberg, C., & Greenberg, M.E. (2012). The art and science of telephone triage: How to practice
nursing over the phone. Hot Springs, AR: Telephone Triage Consulting.
Stokowski, L.A. (2011). Ambulatory care nursing: Yes, it’s a specialty. Retrieved from https://www
.medscape.com/viewarticle/749906_2
WGBH Educational Foundation. (n.d.). The world’s first phone call happened in Boston. Retrieved
from https://www.wgbh.org/news/2016/03/11/science-and-technology/worlds-first-phone-call
-happened-boston
Telemedicine describes the provision of medical care across distance using elec-
tronic means. Historically, telemedicine centered on consultation or other situations
in which a licensed physician is in direct contact with another licensed physician.
Telenursing describes nursing services provided via telecommunication channels
and is a subset of telemedicine. In 1997, the National Council of State Boards of
Nursing (NCSBN) first determined that nursing practice does in fact occur when
nurses provide care via telecommunication channels. In 2014, this definition was
expanded to include advances in communication technologies: high-speed Internet,
wireless, and satellite and televideo communications (NCSBN, 2014). The College
of Registered Nurses of Nova Scotia (2017) further defined telenursing as a nurs-
ing practice in which nurses “meet the health needs of clients using information,
communication, and web-based systems” (p. 1) to deliver, manage, and coordinate
care through information and telecommunication technologies.
The most typical example of telenursing is the nurse in direct telephone contact
with the patient or caregiver; however, use of video and photographs can augment
these calls with additional visual context. Telephone nursing care involves the
establishment of a nurse–patient relationship and is facilitated by the nursing pro-
cess. The nursing process is an interactive problem-solving process used to give
organized and individualized patient care. It involves assessment with data col-
lection, identification of the problem, planning, implementation, and evaluation.
Nauright, Moneyham, and Williamson (1999) held two focus groups of nurses
involved in telephone triage and consultation. The goals of these focus groups
were to examine the evolving role of nurses in telephone triage and consultation,
identify and describe issues that affect their practice, and discuss the implications
of this emerging role on nursing practice, education, and research. The focus
groups included nurses who staffed health maintenance organization (HMO)
and hospital call-in advice lines from two states. They were asked to describe
what they did in their role as telephone triage nurses. These nurses described the
three major activities of telephone triage as educating patients, advocating for
patients, and connecting patients with needed resources. These main activities
continue yet today. The nurses surveyed did not describe their role in the true
sense of triage (i.e., sorting patients into urgency categories based on their inju-
ries or symptoms) but rather as nursing care provided through a new venue—the
telephone. The nurses included in these focus groups did not come from oncol-
ogy offices; however, oncology nurses would most likely describe their role in
much the same way.
Telenursing has evolved over the decades. It first came onto the healthcare scene
during the 1960s. During that decade and the next, telephone nurses became gate-
keepers for several HMOs. Nurses screened calls hoping to eliminate unnecessary
office visits and to encourage self-care at home.
In the 1980s, fierce competition arose among hospitals, forcing public relations
with the community to become a major marketing strategy. Healthcare marketers
saw the potential for “Call a Nurse” initiatives to provide a community service
while enhancing the hospital’s image. These nurse call lines usually had toll-free
numbers that were extensively marketed. Telenursing in these call centers provided
health information rather than triage and advice. The call centers also served as a
means of increasing referrals to in-house programs, services, and physicians. The
nurses provided health information and assisted patients with referrals and maneu-
vering through the healthcare system.
The era of managed care arrived in the 1990s. The concepts of care management,
telephone triage, and “Call a Nurse” programs continued to proliferate during this
decade. The efforts of health plans to balance service quality with cost control spurred
rapid growth in telephone nursing advice services. It was during this era of managed
care that the term telephone triage began to appear in MEDLINE® indexes, giving
credence to this new subspecialty. In 2010, the Patient Protection and Affordable
Care Act encouraged implementation of alternate care models, allowing ambulatory
care personnel to function in newly expanded roles, including advancing the use of
communication technology in health care. The American Academy of Ambulatory
Care Nursing (AAACN, 2018) has formalized the scope and standards of practice
for professional telehealth nursing. Telenursing has become a common practice for
ambulatory care nurses in today’s healthcare delivery system, so much so that the
2016 AAACN position statement clearly outlines the importance of the professional
nurse in the ambulatory setting through three specific areas:
••Professional nurses are essential to the provision of safe, high-quality care.
••Professional nurses are the team members best positioned to coordinate interprofes-
sional care across the care continuum to lessen the complexity for patients and families.
••The role of ambulatory professional nurses is critical to the provision of tele-
health and virtual care.
Telephone triage is one component of telenursing. The term triage is derived
from the French verb trier, which means “to sort.” Medical triage refers to the act
of “sorting” patients into urgency categories based on their injuries or symptoms.
The concept of medical triage began during World War I in France. It was designed
to save the wounded and to not waste resources on soldiers with fatal injuries. The
NATO Standardization Office (2017) defined triage as
the evaluation and classification of wounded for purposes of
treatment and evacuation. It consists of the immediate sorting of
patients according to type and seriousness of injury, and likeli-
hood of survival, and the establishment of priority for treatment
and evacuation to assure medical care of the greatest benefit to
the largest number. (p. 116)
More commonly today, face-to-face triage is performed in emergency departments
(EDs). Triage skills and the term triage extend to the telephone in EDs and ambu-
latory clinics across the country.
last visit. The caller can be the patient or a caregiver. Although both can provide
important information, it is recommended that the nurse speak directly with the
patient regardless of who initiated the call. This gives the nurse an opportunity to
listen to breathing and voice cues, such as slurred speech or signs of confusion.
••Nursing diagnosis: The nurse’s identification of the problem, working diagnosis,
or conclusion is derived from the history, telephone interview, and any objec-
tive symptoms.
••Identification of expected outcomes or goals: The nurse needs to determine what
needs to occur in order to resolve the problem. The goal of care should be real-
istic and attainable.
••Planning: Once the problem is identified, the urgency of the problem and the appro-
priate disposition are determined. The most effective decision makers consider
the whole situation and not just the symptoms. Other factors such as age, gender,
illness, recent treatment, and distance from care must be considered. The process
needs to be interactive so that the nurse can determine the patient’s willingness
and ability to comply with advice. For example, a nurse identifies a 32-year-old
woman’s complaint of severe abdominal pain as requiring urgent care and rec-
ommends that the patient go to the nearest ED. The nurse failed to elicit that the
woman has a three-year-old child at home, and no one is available to care for the
child. Subsequently, the patient disregards the advice.
••Implementation: Once the urgency is determined and a referral is made, the
nurse needs to work with the patient to set an appointment and arrange appropri-
ate transportation, if necessary, for medical evaluation. The nurse must provide
instructions to the patient, regardless of whether the problem requires the patient
to be seen today or to monitor symptoms at home.
••Evaluation: Before the call has ended, the nurse should review the plan with the
patient and evaluate the caller’s understanding of the instructions and the patient’s
intended compliance with the advice. For example, the nurse should ask the patient
to repeat back the plan and also ask the patient if there is any reason that he or
she cannot or will not follow through with it. If it is deemed necessary, the nurse
should schedule a follow-up call to evaluate the patient’s status.
Multiple authors, nursing organizations such as the American Nurses Associa-
tion, and state boards of nursing repeatedly emphasize the importance of using
guidelines or protocols for telephone triage. Standard protocols provide written
guidance of questions that best elicit information from patients, as well as advice
and disposition instructions for the patients.
This text provides examples of protocols designed to address common com-
plaints of patients with oncologic conditions. Protocols do not stand alone; rather,
they complement and support established policies and procedures. These protocols
are designed to be a guide and should be closely reviewed by the experts in the
department, including the RNs, nurse practitioners, and medical team responsible
for the practice, and edited as needed to meet the needs of the patients seen in the
oncology ambulatory center.
Required policies include telephone call processing and instruction in direct-
ing patients’ calls. Appropriate documentation of the calls needs to be outlined,
REFERENCES
American Academy of Ambulatory Care Nursing. (2016). The role of the registered nurse in ambula-
tory care: Position statement. Retrieved from https://www.aaacn.org/sites/default/files/documents
/PositionStatementRN.pdf
American Academy of Ambulatory Care Nursing. (2017). Scope and standards of practice for profes-
sional ambulatory care nursing (9th ed.). Pitman, NJ: Author.
American Academy of Ambulatory Care Nursing. (2018). Scope and standards of practice for profes-
sional telehealth nursing (6th ed.). Pitman, NJ: Author.
College of Registered Nurses of Nova Scotia. (2017). Practice guidelines: Telenursing. Retrieved from
https://crnns.ca/wp-content/uploads/2017/09/Telenursing.pdf
National Council of State Boards of Nursing. (2014, April). The National Council of State Boards
(NCSBN®) position paper on telehealth nursing practice. Retrieved from https://www.ncsbn.org
/14_Telehealth.pdf
NATO Standardization Office. (2017). NATO glossary of terms and definitions (English and French).
Retrieved from https://nso.nato.int/nso/terminology_Public.html
Nauright, L.P., Moneyham, L., & Williamson, J. (1999). Telephone triage and consultation: An emerg-
ing role for nurses. Nursing Outlook, 47, 219–226. https://doi.org/10.1016/S0029-6554(99)90054-4
INTRODUCTION
The work of RNs can be organized around disease-specific populations as
well as by clinical setting, such as in inpatient, ambulatory, or home care. An
episode of care in the ambulatory environment may occur as an in-person, tele-
health, or electronic message encounter. Telehealth encounters involve deliv-
ery, management, and coordination of care that integrates electronic informa-
tion and telecommunication technology to increase access, improve outcomes,
and contain or reduce healthcare costs (American Academy of Ambulatory Care
Nursing [AAACN], 2017). Nurses involved in telehealth are responsible for tri-
age, education, disease coordination, management of referrals, communication
of diagnostic testing, and medication management (AAACN, 2017). Telephone
nursing has grown into its own unique specialty and is especially important to
support care transitions and ensure that patients receive timely and consistent
evidence-based care. Telephone nursing practice has been defined as the delivery,
management, and coordination of care provided via telecommunication technol-
ogy within the domains of ambulatory care nursing (AAACN, 2018; Espensen,
2009). This chapter will provide a review of telephone nursing models, discuss
factors that influence the management of a telephone encounter, describe assess-
ment methods that can be used during a telephone nursing encounter, discuss the
use of clinical decision support (CDS) tools, and outline essential elements for
documentation of a telephone encounter. Each of these components provides a
framework for comprehensive telephone encounter management to ensure that
caller expectations are met and that key nursing competencies are defined for
nurses providing care via the telephone.
(2012) created a telephone nursing model that describes and defines the processes
used in a telephone nursing encounter, as well as the structure of a call.
The Greenberg Model of Care Delivery in Telephone Nursing Practice (see Fig-
ure 1) has four distinct components: interpreting, information gathering, cognitive
processing, and output. Interpreting occurs throughout the telephone encounter, as
the nurse continuously listens and translates the information conveyed by the caller.
During phase 1, or the information gathering phase, the nurse does most of the data
gathering by connecting with the caller, seeking information on the nature and urgency
of the call, and putting the call into context. This is when the telephone nurse uses
his or her knowledge to gather information about the call and begins to establish a
viable plan of care for the caller. Questioning and redirecting are strategies that elicit
the caller’s story and allow the nurse to manage the call to ensure all pertinent infor-
mation is collected. The information gathering phase will be more comprehensively
described in the assessment section of this chapter. In phase 2, or the cognitive pro-
cessing phase, the nurse verifies the information obtained and begins the decision-
making process. Based on the urgency of the call, some cognitive planning may begin
early in the information gathering phase. In the output phase, the nurse recommends
a disposition for the call and gives specific advice or information that will be impor-
tant for the caller based on the established plan of care. It is important for the nurse
to validate that the caller has understood all instructions and the plan of care during
Note. Copyright 2005 by M. Elizabeth Greenberg, RNC, PhD. Used with permission.
I see increasing reason to believe that the view formed some time
back as to the origin of the Makonde bush is the correct one. I have
no doubt that it is not a natural product, but the result of human
occupation. Those parts of the high country where man—as a very
slight amount of practice enables the eye to perceive at once—has not
yet penetrated with axe and hoe, are still occupied by a splendid
timber forest quite able to sustain a comparison with our mixed
forests in Germany. But wherever man has once built his hut or tilled
his field, this horrible bush springs up. Every phase of this process
may be seen in the course of a couple of hours’ walk along the main
road. From the bush to right or left, one hears the sound of the axe—
not from one spot only, but from several directions at once. A few
steps further on, we can see what is taking place. The brush has been
cut down and piled up in heaps to the height of a yard or more,
between which the trunks of the large trees stand up like the last
pillars of a magnificent ruined building. These, too, present a
melancholy spectacle: the destructive Makonde have ringed them—
cut a broad strip of bark all round to ensure their dying off—and also
piled up pyramids of brush round them. Father and son, mother and
son-in-law, are chopping away perseveringly in the background—too
busy, almost, to look round at the white stranger, who usually excites
so much interest. If you pass by the same place a week later, the piles
of brushwood have disappeared and a thick layer of ashes has taken
the place of the green forest. The large trees stretch their
smouldering trunks and branches in dumb accusation to heaven—if
they have not already fallen and been more or less reduced to ashes,
perhaps only showing as a white stripe on the dark ground.
This work of destruction is carried out by the Makonde alike on the
virgin forest and on the bush which has sprung up on sites already
cultivated and deserted. In the second case they are saved the trouble
of burning the large trees, these being entirely absent in the
secondary bush.
After burning this piece of forest ground and loosening it with the
hoe, the native sows his corn and plants his vegetables. All over the
country, he goes in for bed-culture, which requires, and, in fact,
receives, the most careful attention. Weeds are nowhere tolerated in
the south of German East Africa. The crops may fail on the plains,
where droughts are frequent, but never on the plateau with its
abundant rains and heavy dews. Its fortunate inhabitants even have
the satisfaction of seeing the proud Wayao and Wamakua working
for them as labourers, driven by hunger to serve where they were
accustomed to rule.
But the light, sandy soil is soon exhausted, and would yield no
harvest the second year if cultivated twice running. This fact has
been familiar to the native for ages; consequently he provides in
time, and, while his crop is growing, prepares the next plot with axe
and firebrand. Next year he plants this with his various crops and
lets the first piece lie fallow. For a short time it remains waste and
desolate; then nature steps in to repair the destruction wrought by
man; a thousand new growths spring out of the exhausted soil, and
even the old stumps put forth fresh shoots. Next year the new growth
is up to one’s knees, and in a few years more it is that terrible,
impenetrable bush, which maintains its position till the black
occupier of the land has made the round of all the available sites and
come back to his starting point.
The Makonde are, body and soul, so to speak, one with this bush.
According to my Yao informants, indeed, their name means nothing
else but “bush people.” Their own tradition says that they have been
settled up here for a very long time, but to my surprise they laid great
stress on an original immigration. Their old homes were in the
south-east, near Mikindani and the mouth of the Rovuma, whence
their peaceful forefathers were driven by the continual raids of the
Sakalavas from Madagascar and the warlike Shirazis[47] of the coast,
to take refuge on the almost inaccessible plateau. I have studied
African ethnology for twenty years, but the fact that changes of
population in this apparently quiet and peaceable corner of the earth
could have been occasioned by outside enterprises taking place on
the high seas, was completely new to me. It is, no doubt, however,
correct.
The charming tribal legend of the Makonde—besides informing us
of other interesting matters—explains why they have to live in the
thickest of the bush and a long way from the edge of the plateau,
instead of making their permanent homes beside the purling brooks
and springs of the low country.
“The place where the tribe originated is Mahuta, on the southern
side of the plateau towards the Rovuma, where of old time there was
nothing but thick bush. Out of this bush came a man who never
washed himself or shaved his head, and who ate and drank but little.
He went out and made a human figure from the wood of a tree
growing in the open country, which he took home to his abode in the
bush and there set it upright. In the night this image came to life and
was a woman. The man and woman went down together to the
Rovuma to wash themselves. Here the woman gave birth to a still-
born child. They left that place and passed over the high land into the
valley of the Mbemkuru, where the woman had another child, which
was also born dead. Then they returned to the high bush country of
Mahuta, where the third child was born, which lived and grew up. In
course of time, the couple had many more children, and called
themselves Wamatanda. These were the ancestral stock of the
Makonde, also called Wamakonde,[48] i.e., aborigines. Their
forefather, the man from the bush, gave his children the command to
bury their dead upright, in memory of the mother of their race who
was cut out of wood and awoke to life when standing upright. He also
warned them against settling in the valleys and near large streams,
for sickness and death dwelt there. They were to make it a rule to
have their huts at least an hour’s walk from the nearest watering-
place; then their children would thrive and escape illness.”
The explanation of the name Makonde given by my informants is
somewhat different from that contained in the above legend, which I
extract from a little book (small, but packed with information), by
Pater Adams, entitled Lindi und sein Hinterland. Otherwise, my
results agree exactly with the statements of the legend. Washing?
Hapana—there is no such thing. Why should they do so? As it is, the
supply of water scarcely suffices for cooking and drinking; other
people do not wash, so why should the Makonde distinguish himself
by such needless eccentricity? As for shaving the head, the short,
woolly crop scarcely needs it,[49] so the second ancestral precept is
likewise easy enough to follow. Beyond this, however, there is
nothing ridiculous in the ancestor’s advice. I have obtained from
various local artists a fairly large number of figures carved in wood,
ranging from fifteen to twenty-three inches in height, and
representing women belonging to the great group of the Mavia,
Makonde, and Matambwe tribes. The carving is remarkably well
done and renders the female type with great accuracy, especially the
keloid ornamentation, to be described later on. As to the object and
meaning of their works the sculptors either could or (more probably)
would tell me nothing, and I was forced to content myself with the
scanty information vouchsafed by one man, who said that the figures
were merely intended to represent the nembo—the artificial
deformations of pelele, ear-discs, and keloids. The legend recorded
by Pater Adams places these figures in a new light. They must surely
be more than mere dolls; and we may even venture to assume that
they are—though the majority of present-day Makonde are probably
unaware of the fact—representations of the tribal ancestress.
The references in the legend to the descent from Mahuta to the
Rovuma, and to a journey across the highlands into the Mbekuru
valley, undoubtedly indicate the previous history of the tribe, the
travels of the ancestral pair typifying the migrations of their
descendants. The descent to the neighbouring Rovuma valley, with
its extraordinary fertility and great abundance of game, is intelligible
at a glance—but the crossing of the Lukuledi depression, the ascent
to the Rondo Plateau and the descent to the Mbemkuru, also lie
within the bounds of probability, for all these districts have exactly
the same character as the extreme south. Now, however, comes a
point of especial interest for our bacteriological age. The primitive
Makonde did not enjoy their lives in the marshy river-valleys.
Disease raged among them, and many died. It was only after they
had returned to their original home near Mahuta, that the health
conditions of these people improved. We are very apt to think of the
African as a stupid person whose ignorance of nature is only equalled
by his fear of it, and who looks on all mishaps as caused by evil
spirits and malignant natural powers. It is much more correct to
assume in this case that the people very early learnt to distinguish
districts infested with malaria from those where it is absent.
This knowledge is crystallized in the
ancestral warning against settling in the
valleys and near the great waters, the
dwelling-places of disease and death. At the
same time, for security against the hostile
Mavia south of the Rovuma, it was enacted
that every settlement must be not less than a
certain distance from the southern edge of the
plateau. Such in fact is their mode of life at the
present day. It is not such a bad one, and
certainly they are both safer and more
comfortable than the Makua, the recent
intruders from the south, who have made USUAL METHOD OF
good their footing on the western edge of the CLOSING HUT-DOOR
plateau, extending over a fairly wide belt of
country. Neither Makua nor Makonde show in their dwellings
anything of the size and comeliness of the Yao houses in the plain,
especially at Masasi, Chingulungulu and Zuza’s. Jumbe Chauro, a
Makonde hamlet not far from Newala, on the road to Mahuta, is the
most important settlement of the tribe I have yet seen, and has fairly
spacious huts. But how slovenly is their construction compared with
the palatial residences of the elephant-hunters living in the plain.
The roofs are still more untidy than in the general run of huts during
the dry season, the walls show here and there the scanty beginnings
or the lamentable remains of the mud plastering, and the interior is a
veritable dog-kennel; dirt, dust and disorder everywhere. A few huts
only show any attempt at division into rooms, and this consists
merely of very roughly-made bamboo partitions. In one point alone
have I noticed any indication of progress—in the method of fastening
the door. Houses all over the south are secured in a simple but
ingenious manner. The door consists of a set of stout pieces of wood
or bamboo, tied with bark-string to two cross-pieces, and moving in
two grooves round one of the door-posts, so as to open inwards. If
the owner wishes to leave home, he takes two logs as thick as a man’s
upper arm and about a yard long. One of these is placed obliquely
against the middle of the door from the inside, so as to form an angle
of from 60° to 75° with the ground. He then places the second piece
horizontally across the first, pressing it downward with all his might.
It is kept in place by two strong posts planted in the ground a few
inches inside the door. This fastening is absolutely safe, but of course
cannot be applied to both doors at once, otherwise how could the
owner leave or enter his house? I have not yet succeeded in finding
out how the back door is fastened.