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Received: 8 October 2019 | Revised: 12 February 2020 | Accepted: 12 March 2020

DOI: 10.1111/jocn.15264

ORIGINAL ARTICLE

How forensic mental health nurses’ perspectives of their


patients can bias healthcare: A qualitative review of nursing
documentation

Krystle Martin PhD, Research scientist1,2 | Rosemary Ricciardelli PhD, Professor of


Sociology, the Coordinator for Criminology, and Co-Coordinator for Police Studies1,3 |
4
Itiel Dror PhD, Senior Cognitive Neuroscience Researcher

1
Ontario Shores Centre for Mental Health
Sciences, Whitby, Ontario, Canada Abstract
2
Ontario Tech University, Oshawa, Ontario, Aims and Objectives: Our aim was to examine the notes produced by nurses, pay-
Canada
ing specific attention to the style in which these notes are written and observing
3
Memorial University of Newfoundland, St.
John’s, Newfoundland and Labrador, Canada
whether there are concerns of distortions and biases.
4
University College London (UCL), London, Background: Clinicians are responsible to document and record accurately. However,
UK nurses’ attitudes towards their patients can influence the quality of care they provide
Correspondence their patients and this inevitably impacts their perceptions and judgments, with im-
Krystle Martin, Ontario Shores Centre for plications to patients’ care, treatment, and recovery. Negative attitudes or bias can
Mental Health Sciences, 700 Gordon Street,
Whitby, Ontario L1N 5S9, Canada. cascade to other care providers and professionals.
Email: martink@ontarioshores.ca Design: This study used a retrospective chart review design and qualitative explora-
tion of documentation using an emergent theme analysis.
Methods: We examined the notes taken by 55 mental health nurses working with
inpatients in the forensic services department at a psychiatric hospital. The study
complies with the SRQR Checklist (Appendix S1) published in 2014.
Results: The results highlight some evidence of nurses’ empathic responses to patients,
but suggest that most nurses have a style of writing that much of the time includes
themes that are negative in nature to discount, pathologise, or paternalise their patients.
Conclusions: When reviewing the documentation of nurses in this study, it is easy to
see how they can influence and bias the perspective of other staff. Such bias cascade
and bias snowball have been shown in many domains, and in the context of nursing it
can bias the type of care provided, the assessments made and the decisions formed
by other professionals.
Relevance to Clinical Practice: Given the critical role documentation plays in health-
care, our results indicate that efforts to improve documentation made by mental
health nurses are needed and specifically, attention needs to be given to the writing
styles of the notation.

KEYWORDS

bias, documentation, forensic, mental health, nursing

2482 | © 2020 John Wiley & Sons Ltd wileyonlinelibrary.com/journal/jocn J Clin Nurs. 2020;29:2482–2494.
MARTIN et al. | 2483

1 | I NTRO D U C TI O N
What does this paper contribute to the wider
Nurses are supposed to observe, collect, capture, and document
global clinical community?
data about the patients in their care. Such data cover information
• Our study provides a description of the writing styles of
from patients’ health to the outcomes of interventions. These play
mental health nurses – information about which is lack-
a critical role in informing and shaping many components of health-
ing in the current literature – and indicates that mental
care, including decisions about medication, care plans, and discharge.
health nurses tend to write in a more negative writing
According to the College of Nurses of Ontario (2014), documented
style
information is expected to be “clearly, concisely and accurately” re-
• The results suggest that nurses should be provided with
ported (p. 9). However, researchers have questioned both the ve-
education and training that presents the evidence about
racity and the thoroughness of nursing notation (e.g., MacAuthur,
documentation and bias, and that organisations should
2016; Martin, Ham, & Hilton, 2018; Shoqirat, Mahasneh, Dardas,
take advantage of electronic health record systems
Singh, & Khresheh, 2019). Inadequacies or distortions in notations
that may be able to provide technological solutions:
are problematic as these notes are intended to facilitate communica-
for example, the use pull-down menus and prewrit-
tion within multidisciplinary teams and often are the basis of assess-
ten description choices that the nurses choose from or
ments and evaluations conducted by other professionals. In addition
checks and balances of nurses’ writing prior to it being
to supporting direct healthcare, nurses’ documentation may be used
submitted to patients’ charts may help to reduce bias in
for other purposes such as research and program evaluation initia-
documentation.
tives. Systematic review of documentation can help organisations
determine the quality of care provided to their patients and facilitate
quality improvement (Urquhart, Curell, Grant, & Hardiker, 2009).
Given the critical role documentation plays in healthcare, it is im- other studies have found no such differences in attitudes among
portant to examine the notes produced by nurses, and specifically people of different ages or positions (e.g., Mårtensson, Jacobsson,
to pay attention to the style in which these notes are written, ob- & Engström, 2014).
serving whether there are concerns of distortions and biases (Dror, Mental health nurses who work in forensic programs may also
2018; Kassin, Dror, & Kukucka, 2013). Such issues of documentation be influenced by additional factors, such as the incidence of aggres-
may arise from nurses’ attitudes towards mental health patients, and sive or violent acts that occur when providing care to their patients
therefore before presenting our study we provide a brief review of (e.g., Jansen, Dassen, & Groot Jebbink, 2005). For instance, Fluttert,
the literature about the perspectives of mental health nurses to- Meijel, Nijman, Bjørkly, and Grypdonck (2010) explored the expe-
wards the patients in their care. We conclude our literature review riences of potentially traumatic exposures (PTEs) and found that
by presenting the relevant existing research about nursing docu- this led to some nurses perceiving these actions as occupational
mentation, and the research about how cognitive bias may influence challenges when providing care to forensic patients. Similarly, in a
experts. discourse analysis of notes written by forensic nurses following in-
cidents of aggression, researchers found that nurses tended to re-
cord the incident with an over-focus on the behaviour of the patient,
2 | LITE R AT U R E R E V I E W rather than the entirety of the situation, in ways that were stereo-
typing in nature (Berring, Pedersen, & Buus, 2015).
2.1 | Mental health nurses’ perceptions Forensic mental health nurses have reported using detached con-
cern as a coping strategy when working with their patients (Fluttert
Studies looking at nurse attitudes towards mental health patients et al., 2010). Detached concern may help with nursing staff burnout
have produced diverse findings (de Jacq, Norful, & Larson, 2016). given that this strategy could potentially allow nurses to keep their
Some indicate that nurses generally hold more negative and less-opti- emotional distance from their patients in an effort to reduce the psy-
mistic views of mental health patients compared to other healthcare chological impact of instances of aggression (Fluttert et al., 2010).
providers (e.g., Mood Disorders Society of Canada, 2007). Some Similar issues apply to other professionals that work within forensic
mental illnesses, such as substance misuse and schizophrenia, have settings, which impact their performance (Jeanguenat & Dror, 2018).
been especially associated with such negative attitudes (Hsiao, Lu, Nurses’ attitudes towards their patients can influence the quality
& Tsai, 2015). Conversely, other scholars claim that mental health of care provided to their patients. If a nurse, or any other profes-
nurses generally have a positive and optimistic view towards patients sional, possesses a negative attitude toward their patient, this inev-
with mental illness (Chambers et al., 2010). Researchers have tried itably impacts their perceptions and judgments, which can degrade
to understand what factors might mediate these attitudes. There is the quality of decisions (Dror & Murrie, 2018; Zapf & Dror, 2017;
some evidence to suggest that older and more experienced nurses Zapf, Kukucka, Kassin, & Dror, 2018), with implications to patients’
have most positive attitudes towards people with mental health care, treatment, and recovery. Negative attitudes do not only af-
struggles (e.g., Chambers et al., 2010; Hsiao et al., 2015). However, fect the person who has them, but they often cascade to other care
2484 | MARTIN et al.

F I G U R E 1 Taxonomy of seven factors


that may unconsciously affect the
decision-making of experts (Jeanguenat &
Dror, 2018) [Colour figure can be viewed
at wileyonlinelibrary.com]

providers and professionals, which perpetuated the bias towards the Information, Nursing Components (HI:NC) nursing data standards
patient (Dror, 2018) These attitudes can even be relayed to the pa- developed by the Canadian Nursing Association in 1991, nurses are
tients themselves (Happell, 2007). encouraged to use commonly accepted health terminology and in-
clude essential data elements in their documentation.
These formal guidelines were thought to be especially necessary
2.2 | Documentation in mental health care for the use of electronic health records (EHR) and were valuable
tools as healthcare organisations adopted new technologies. In fact,
Documentation is considered a core competency of nursing prac- people were hopeful that EHR technology would solve many of the
tice, including mental healthcare, as it plays a critical role in patient shortcomings of written notations: “[w]ith an EHR, every health care
care and safety (College of Nurses of Ontario, 2014; Wilkinson, event will be documented using standard terms in computerised sys-
2007). Additionally, nurses have reported that their primary tems” (Lunney, Delaney, & Duffey, 2005, p.1).
source of information for learning about the patients in their care However, even though technology can play a critical role in cre-
is through the documented health record (Kelley, Docherty, & ating improvements, it does not, by itself, overcome biases inherent
Brandon, 2013). Despite their importance, previous research re- in humans. In fact, technology can enhance and perpetuate such bi-
veals that nursing notes do not always provide an accurate account ases by incorporating bias, sometimes indirectly and unintentionally,
(e.g., Marinis et al., 2010; Inan & Dinc, 2013; Instefjord, Aasekjær, into technological documentation systems, regardless of common
Espehaug, & Graverholt, 2014), and may not even include vital language or structure. Such technologically induced biases have
information (e.g., Marinis et al., 2010; Martin et al., 2018; Wang, been theoretically and empirically documented in forensic science
Yu, & Hailey, 2015). Researchers have found that notation about decision-making (Dror & Mnookin, 2010; Dror, Wertheim, Fraser-
interventions provided - compared to other domains of care (e.g., Mackenzie, & Walajtys, 2012).
observations, evaluations) - are lacking (Paans, Sermeus, Nieweg,
& van der Schans, 2010) and rarely are staff-patient interactions
sufficiently described (Myklebust & Bjorkly, 2019). Similarly, 2.3 | Bias
Myklebust, Bjorkly, and Raheim (2018) highlighted in their qualita-
tive analysis using focus groups that mental health staff report The bias discussed in this article, cognitive bias, is not intentional
a model of documentation that places them as the expert over discriminatory bias, such as racism, and sexism. Cognitive bias
patients thereby reducing patient-centred considerations and fully arises when our preconceived notions and emotions impact our
incorporating recovery-oriented approaches – two valuable com- judgments. For example, consider auditions to play for symphony
ponents of current mental health care. orchestras. When the auditions occurred ‘in the open’ women
Over the last few decades, efforts have been made to im- were rarely accepted, even though, the candidate's success was,
prove the quality and usability of nursing notes. For example, the supposedly, solely based on their ability to play the musical in-
International Council of Nurses developed a framework (Registered strument. However, preconceived notions and other biasing fac-
Nurses’ Association of Ontario, 2011) intended to unify and stan- tors caused the judges to ‘hear’ women playing instruments as
dardise nursing classification systems to capture data about nurs- less able than men. A change occurred when auditions started to
ing practice, interventions and outcomes. Another system that take place ‘blind’, whereby the person auditioning was behind a
has been adopted to improve documentation is the Systematized screen, and the panel of judges could not see them. Once blind
Nomenclature of Medicine (SNOMED). Together with the Health auditions began, the number of women in symphony orchestras
MARTIN et al. | 2485

substantially increased (Goldin & Rouse, 2000). The example, did not commence until approval was granted by the Ontario Shores
among many examples of cognitive bias, illustrates the kind of bias Research Ethics Board (Approval #16-022-D).
discussed in this paper.
Such biases can arise from a whole array of factors and sources
(see Figure 1). Some biases may arise from the case in hand (some- 4.1 | Recruitment and data collection
thing about this patient, this disorder) that impacts an individual,
other biases may have nothing to do with the case at hand but An email was circulated to all nurses within the forensic department
arise from an individual (personal experiences, training, working that provided potential participants with an introduction to the re-
environment, beliefs, etc.), whereas other sources of bias arise search project, including its aims and opportunities for involvement
from human nature and impact all people (the basic cognitive ar- by staff. Individuals interested in participating were directed to an
chitecture of the brain and how it process information) –see the online survey hosted by Survey Monkey and guided through in-
taxonomy in Figure 1. formed consent. Once consent was received, participants completed
Such biases have shown to impact forensic scientists, experts two research questionnaires – the Mindset and the Attribution
doing DNA or fingerprinting (Kassin et al., 2013). These biases not Questionnaires – in addition to providing basic personal informa-
only impact specific experts, but their affects cascade and snow- tion – name, age range, gender, years of experience, and profession
ball from one expert to the next, from one stage to another (Dror, (i.e., Registered Nurses [RNs] in Canada are university trained, hold a
2018). In response, researchers have begun to document such bi- degree, and as such have much autonomy while Registered Practical
asing effects within healthcare professionals (e.g., Goddu et al., Nurses [RPNs] are community college trained, hold a diploma, and
2018). need to consult RNs as the complexity of care they are to provide
Goddu et al. (2018) identified stigmatising language in clin- increases). After a period of three months, we extracted all the notes
ical documentation and explored its impact on physicians’ deci- from the electronic health record database authored by the partici-
sion-making. Their results revealed an alarming connection: notes pants that were completed during this time period; however, only
containing stigmatising language led to the patient's pain being the first 30 notes were included in our analysis as theme saturation
managed less aggressively (Goddu et al., 2018). The study demon- occurred which made the review of additional notes unnecessary.
strates the biasing effect of documentation and, how bias and These notes were progress notes that all nurses write throughout
stigma can cascade from one individual to the next through notes, their shifts at the hospital (on average one to three times per shift)
thereby perpetuating the stigma and with implication for patient and include documentation from all patients, across all time periods
care. (i.e., morning, afternoon, overnight). All names of patients and staff
were removed from the notes prior to any review of the notes to
protect the identity of the individuals mentioned. Most patients in
3 | CU R R E NT S T U DY the forensic department are male and have been diagnosed with a
psychotic illness.
Nurse documentation requires examination, yet only a few studies
have explored how mental health nurses document those in their
care. In the current study, we respond to this lacuna in knowledge. 4.2 | Participants
To this end, we investigated the writing style of forensic mental
health nurses in a clinical setting. We examined the notes taken by Fifty-five participants took part in our study. They were all employed
55 different nurses working with men and women who are being at a provincial psychiatric hospital in Ontario, Canada, that provides
treated under the Ontario Review Board due to being found not comprehensive mental health and addictions services for individuals
criminally responsible on accord of mental disorder (NCRMD). We with serious mental illness. All participants were members of the fo-
use these real case data to understand emergent themes tie to rensic services department which includes six units designed for indi-
how nurses describe their patients, the care they provide, and viduals found NCRMD. The participant data are presented in Table 1.
evaluations made. Fourteen participants were self-identified as male and 40 were
self-identified as females (one participant chose not to self-identify
their gender). Over 65% of the participants were over the age of 35,
4 | M E TH O DS with about a third of nurses between 18 and 34. There were almost
equal numbers of participants who reported being a RN compared to
We used a retrospective chart review design in the current study; a a RPN. Nearly two-thirds of the sample had over 10 years of experi-
part of a larger study examining two specific cognitive biases in rela- ence working as a nurse.
tion to nursing documentation. We used the Standards for Reporting Each participant was assigned a number (e.g., Participant 01) and
Qualitative Research (SRQR) (O'Brien, Harris, Beckman, Reed, & each note he/she wrote was assigned a number (e.g., Note 01). Of
Cook, 2014) to guide our approach (See Appendix S1). The study the 55 participants, four did not have 30 notes (one had 18 notes,
2486 | MARTIN et al.

TA B L E 1 Participant data (N = 55) in how they conveyed, through their writing style, the behaviours
of those under their care, clear trends emerged: the negative group
Percent
(N = 33) was more likely to discount, pathologise, or be paternalistic
Gender±
in their interpretations; whereas, the positive group (N = 2) was more
Female 72.7
likely to be empathic and to make note of client-centred practices.
Male 25.5 Twenty participants fell in the balanced group: the notes from these
Age range participants included both positive and negative themes within their
18–34 34.5 notes. We structure the results to first unpack the notes with nega-
35–44 25.5 tive writing interpretations with a focus on discounting, patholo-
45–54 25.5 gising, and paternalistic interpretations conveyed in their writing
55–64 14.5 styles. We then turn to notes with positive writing orientations that
Professional designation± expressed empathy and client-centred approaches in the ways in

Registered nurse 45.5 which they write about their patients. Note that when we explored
connections between personal traits (i.e., gender, age range, or type
Registered practical nurse 52.7
of nursing license), none of these variables were correlated to writ-
Year experience
ing style.
0–5 14.6
6–10 23.6
10+ 61.8
5.1 | Negative interpretations: discounting
Note: ± 1 person preferred not to say.
Discounting, although the least common of the negative interpreta-
another 19 notes and the other two had 23 notes).The fewer num- tions, was evidenced in a total of 68 incidents across 32 participants.
bers of notes could have been due to vacation, illness or part-time Discounting, defined as the staff writer neither believing the patient
status. nor (and) appreciating the patient's experience, suggests that the pa-
tient's claims are considered unauthentic, which leaves the patient
largely discredited (see Goffman, 1963).
4.3 | Data analysis

In order to analyse these notes, we identified emergent themes 5.1.1 | Interpretations of desires versus needs
within the styles of writing of nursing staff. A codebook was con-
structed a priori to the data analysis but involved a structured Discounting was most commonly evidenced among nurses who in-
process of drawing themes from the notes, with subthemes to con- terpreted their patients as ‘wanting’ medicine but not necessarily
stitute a comprehensive coding schedule to follow. Each theme was being in need. Such interpretations included participants requesting
operationalised and was mutually exclusive from the next; themes medicine for psychological needs (e.g., complaints of anxiety) as well
continued to be documented in the codebook until reviewing the as for physical needs (e.g., complaints of pain):
notes revealed no new themes from the data; this process was con-
sistent with a semi-grounded (Glaser & Strauss, 1967; Ricciardelli, P01: Pt [patient] requesting PRN ++ [a lot] however not
Clow, & White, 2010; Ricciardelli & White, 2011) approach but with displaying anxiety when observed by writer. Pt compliant
elements of constructed grounded theory (Charmaz, 2006). After with scheduled medications. Currently she is visible in the
the codebook was finalised, and theme saturation ensured, all notes day area socialising with peers.
were coded anew by two independent researchers. All scores were
coded 0 (does not demonstrate this) or 1 (does demonstrate this). P33: Mr. P requested prn tylenol for back pain rating it 10
out of 10. His presentation did not warrant a 10 out of 10
and writer explained the rating to him and he said it was
5 | R E S U LT S a 9 out of 10. Tylenol given for back pain.

Emergent theme analysis revealed both negative and positive writ- In the former excerpt from P01, the writer has discounted that
ing styles. In terms of representation of these styles, participants fell their patient requires the requested PRN (i.e., pro re nata or as needed
into one of three diverse groups: those who tended to write posi- medication) despite their complaint; further, the writer justifies her/
tively about their patients, those whose documentation portrayed his discrediting of the patient's claim by suggesting that because the
patient behaviour rather negatively, and nurses whose documenta- patient is visibly socialising with peers, their need for a PRN was inau-
tion included both positive and negative themes in a balanced man- thentic; implying the PRN was desired rather than a necessity. In the
ner. Although neither of the first two groups was entirely exclusive latter example, P33 notes that the patient is asking for medication to
MARTIN et al. | 2487

help manage his physical back pain. The writer discounts Mr. P’s claim words holding lesser status compared to staff, and their life expe-
by explaining that his pain did not present as “10 of 10,” and implies riences questioned.
that despite Mr. P’s rating, it is not possibly a “9 of 10.” Mr. P is discred-
ited as his claims are discounted and deemed unauthentic (i.e., he is
thought to be exaggerating his pain). In both cases, requests for medi- 5.2 | Negative interpretations:
cation for physical and psychological aliments, patients’ claims are dis- pathologising behaviour
counted. Despite this, in both cases the nurses provided the requested
medication. The most common negative writing style evidenced in the nurses’
notes was the tendency to pathologise the behaviours of pa-
tients. Pathologising was evidenced 290 times by 53 participants.
5.1.2 | Interpretations of denial and fabrication Pathologising behaviour was operationalised as any, otherwise ‘nor-
mal,’ behaviour being redefined and interpreted as abnormal, devi-
Patients who failed to recall prior events or corroborate staff reports ant, or unusual. Said another way, a normal behaviour, such as an
were discredited such that their lack of memory or difference in their individual not being hungry, is reinterpreted as representative of a
recall was discounted. For example, P03 writes “Patient claims he symptom of mental illness. Additionally, pathologising was identified
does not remember Nurse W. and Nurse A. approached him in the when seemingly normal behaviour was documented without a clear
pica lounge” [this is a specific area of the unit]. The writer's words link to the patient's mental health suggesting that it is possible that
suggest that it is unlikely that the patient does not recall being ap- the link does not exist which then merely pathologises the behav-
proached by the nurses and instead is not being truthful. Likewise, iour. The very mention in documentation by the nurses of patient
P11 notes that her/his patient “denies having thoughts of self-harm, behaviour and responses gives weight to these actions as important
even though it was reported that he endorsed suicidal ideation.” events and things that related directly to their health.
Here again the inconsistency in the reporting of other nurses is
privileged as authentic and correct over the patient's own descrip-
tion. The patient is discounted; the implication being that they are 5.2.1 | Redefining tasks of daily living
dishonest. In discussions of self-harming behaviour or other such ac-
tions that could increase patient supervision or reduce privileges, we Most commonly among writers, routine tasks of daily living (e.g., eat-
noticed that the denial of prior events was particularly scrutinised ing, sleeping, dressing) were pathologised such that if a patient was
by the writers. distracted, doing otherwise, or non-compliant with the requests of
Beyond discounting patients in their recollection of staff interac- staff to complete such tasks their behaviour was deemed aberrant
tions, writers also expressed a sense that the patient in question was and identified as part of their mental illness. In essence, an over-
fabricating their responses. Thus, the credibility of the patient was whelming theme that emerged was related to failed compliance with
questioned. For instance, P05 described the lack of authenticity of a normative behaviour, the routine of the unit, or the demands of staff
patient who “suddenly began to cry (without tears) talking about her underpinned the pathologising of the patients behaviours:
diet,” (emphasis added). The writer's inclusion within the parenthe-
ses reveals their association of a lack of tears with the idea that her P11: Ate dinner; however, refused HS [bedtime] snack
crying was more of an act and less of an expression of hurt.
P04: He was offered his breakfast but refused

5.1.3 | Interpretations of patients’ life P04: Pt eventually went to her room to lay down just be-
as not normal or valid fore lunch. She woke for lunch and returned to bed again
after. Pt was encouraged to come up and engage but she
In some instances, we observed nurses writing in a way that dis- refused in order to sleep.
counted the normalcy of their life experience or suggested that what
they described in their life was not valid. For example, P16 writes: P29: (pt was asleep) After her name was called loudly, a
“Patient was also shadowed for his last privilege, writer observed few times, she eventually stirred and with an annoyed/
patient meeting up with his 'girlfriend.'” The writer's use of the word irritated tone, stated "would you…" but trailed off
girlfriend in single quotes shows that he/she discounted Mr. H; spe-
cifically he/she denotes that the label girlfriend is questionable. In P35: Eating sunflower seeds ++ in day area
later notes the discounting remains pervasive in her/his writing as
this participant requests to speak with Ms. J to confirm that she is All of the excerpts from nurses’ documentation show that pa-
agreeable to interacting with Mr. H. tients failing to comply with staff requests resulted in their behaviour
Overall, across all such cases, what is thematically clear is that being viewed as flawed. P11 and P04, for instance, echoed others in
patients are easily discounted with their credibility limited, their demonstrating that refusal of any meal was deemed deviant as the
2488 | MARTIN et al.

mere mentioning of it deems it worthy of attention and therefore were random patient replied "I don't like it that often. I've
encourages consideration that is it symptomatic of their mental ill- never had a positive test for 5 years, since I've been here
ness. P04 and P29 demonstrate that sleep, or oversleeping, was also because I don't do that stuff". Mr. X's concerns were ac-
deemed unusual and redefined as an expression of mental illness knowledged but he was reminded that this was part of
rather than an expression of tiredness. Moreover, that a patient may his disposition but patient continued to voice "I just don't
be annoyed by being woken up when sleeping was also pathologised understand why it's so often, it seems like every 3 days
to instead represent non-compliance and an unusual response. Such for the past couple months".
a redefinition of a normal act as deviant can include simple acts, like
P35 reveals, such as “eating sunflower seeds ++ in the day area.” In the above excerpt, P08 fails to include in his/her writing any em-
In this case, by including the statement about the sunflower seeds, pathic statements of Mr. X’s frustration with being frequently elected
the nurse is identifying that this behaviour is unusual and the ac- to provide urine samples; rather than showing compassion for Mr. X
tion meaningful, suggesting it is an important part of their care. By who feels as though he has given a sample “like every three days for
writing about the patient eating sunflower seeds (which could be a the past couple of months” the writer reminds Mr. X that “this was part
normal behaviour), she is suggesting to the next reader that eating of his disposition” (i.e., determined by the legal system). The style of
sunflower seeds is an important fact that should be officially docu- writing hints that Mr. X’s annoyance at constantly being required to
mented. If the nurse had a reason to believe that eating sunflower pee in a cup is abnormal or deviant. Again, noncompliance with staff
seeds was indeed linked to the patient's mental health, she should demands are being written about in such a way that is pathologising
have provided an explanation and this would have, in fact, made it rather than empathising.
less biasing because other clinicians would not have to speculate but Overall, within this theme the patients’ thoughts, feelings, and
would know about how the patient activities are connected to their behaviours are noted and meaning is made of them suggesting that
health and therefore the reasoning for documenting the behaviour they are related to their health and wellness. Furthermore, their
would be clearer. noncompliance is not tied to their capacities, rationales and feelings
Moreover, the fact that not all patients openly and consistently but instead attributed to their mental illness and status.
wanted to interact with staff was also redefined as abnormal, at-
tributed to the internal nature of the patients rather than anything
to do with the nurses themselves. For instance, P12 noted that a 5.3 | Negative interpretations:
“patient [was] guarded, and not wanting to talk;” the idea being that paternalistic behaviour
all patients should want to interact with staff and not wanting to
is problematic. Similarly, P05 wrote that his/her patient was “ap- The final negative writing style that thematically emerged within
proaching +++ to have needs met (shaved, did laundry, showered, 40 participants’ notes was a paternalistic interpretation of pa-
given mail)” while P09 notes that his/her patient “approaches staff tients. One-hundred twenty-nine incidents were documented that
only to have needs met.” Echoing others, these participants’ words showed writers’ paternalistically describing patient behaviour. We
reveal how avoiding staff or approaching selectively is interpreted operationalised this as writers using condescension or words that
negatively. are patronising in nature or intent. Again, there was no link between
Rather than relaying the facts of behaviour, some nurses’ writing personal factors and the likelihood of writing in this style.
style was overtly untoward towards their patients:

P07: Yet another opportunity to go on Level 8 [relates to 5.3.1 | “Encouraged”: seeming


privileges off the unit] was declined. Steadfast in his re- judgments of behaviours
fusal. He wants to go home, but he cannot grasp that the
way home is via his proven ability to engage and func- Paternalistic interpretations of patients were most evident through
tion risk-free to the satisfaction of the treatment team the use of words, such as “encouraged”, to suggest that a patient is
members. less than capable of performing the task at hand without prompting
from staff. Often, encouragement was oriented at patients’ comple-
In this example, the writer’s frustration and chastisement of the tion, or lack thereof, of routine tasks of daily living; but always docu-
patient’s lack of understanding in this situation is clear in the style in mented with undertones of paternalism across notes:
which the information is relayed.
P15: Encouraged to have a shower but declined stating
P08: Writer met with Mr. X for a 1:1 to discuss last night "A 40 yr old man does not need to be told to shower.”
when he was asked to provide a urine sample. Patient be-
came defensive and stated "I wasn't pissed or upset, why P03: Patient was encouraged to shower, agreeable to
are you talking about not giving it I gave it I just couldn't shower, however when reminded of same replied that
go right away". After writer explained the urine samples she will do it later
MARTIN et al. | 2489

P04: He was adherent to his meds [medications] and P22: Encouraged to put some footwear on as she was
meals. Pt attended court yard with no concerns. Writer ambulating around the unit in bare feet
encouraged pt to have a shower today, as he expressed
he has not one for "3 days". He stated he will have one Across all examples, the similarity is that the patients cannot
on "Monday". Writer educated the importance of proper choose appropriate attire, suggesting a lack of capacity rather than
hygiene. perhaps a lack of attire or simply reflective of mood or personal state.
P23, for instance, writes that she/he does not consider the patient to
P33: Writer encouraged her to tidy up the Quiet Room [a be wearing “proper” footwear while P22 “encouraged” his/her patient
shared area in the unit] to not walk barefoot on the unit. Moreover in P22 is the judgment ex-
pressed about lack of footwear despite the fact that the patient lives
The collective of excerpts presented here, representative of on the unit and may simply prefer to not wear shoes in their home.
many others, use the word “encouraged” to suggest that, without Similarly P34 reminds his/her patient to remove his toque to help mod-
said reminding, patients will not perform the requested tasks. The la- erate his temperature when sleeping; suggesting he would not realise
tent effect of such patronising instruction is most evidenced in P15’s he could do so if he became hot when sleeping. The patronising under-
note that, after encouraging his/her patient to shower, the patient pinning to the notes removes the agency of the patients and instead
replied that “a 40 yr old man does not need to be told to shower”. suggests some degree of incapacity rather than recognising personal
Clearly, being “encouraged to have a shower” had an effect rather choice, mood and desires.
opposite than that intended—it confirmed a desire not to shower
and comply with the staff. Similarly, P03 and P04 both “encourage”
their patients to shower, but neither complies. Rather than consid- 5.4 | Positive interpretation: empathy
ering that an individual may not feel like showering at that point in
time, their patients’ behaviours are reinterpreted as representative Empathy, although the less common of the positive interpretations,
of their unwillingness to engage in self-care and practice hygiene, was evidenced in 34 incidents across 16 participants. Empathy is op-
acts that may or may not be indicative of mental illness. P04 actually erationalised as notes where the writing style is indicative of actions
concludes her/his notes by stating that “writer educated the impor- taken up by nurses to display their understanding of the patient's cir-
tance of proper hygiene.” P33, in a similar manner, also suggests that cumstances and processes. Being empathic would suggest that the
without “encouragement” the patient will not engage in tidying the nurse considers their patient's claims as authentic and thus credits
room, although it is unclear if this would be a choice or required ac- the patient's authenticity in their actions (rather than discrediting
tion to complete. The tone of the writing is key here, where the pa- their person; Goffman, 1963). There were no trends of association
tient is presented as otherwise less than competent, demonstrating between this writing style and personal factors.
symptoms of mental illness, or even somewhat lazy because they do
not feel like completing a task at that time.
Such condescending undertones here are also evidenced in 5.4.1 | Kindness and understanding
how the writers describe the tasks completed by their patients, for
instance P01 writes “Used the phone appropriately.” Here the idea Although the least common theme, kindness was demonstrated in
of a patient being able to do something “correctly” is put forth, the writing when nurses were empathetic to their patient's needs or
rather paternalistically and perhaps unintentionally suggesting situations; particularly when the patient was hurting. In such cases,
that the patient is generally unable to use a telephone. Similarly, writers demonstrate kindness in their word choice, actions, and tone
P05 writes “reminded of breakfast”; suggesting that without such rather than discount the patient or pathologise their behaviours:
a reminder breakfast would be unnoticed. What is clear, is a ten-
dency among writers to believe that without their intervention pa- P05: Accepting of empathy and support as he sat with
tients on their unit cannot function in ways appropriate for daily writer for a 1:1…Writer provided him with the contact
living. For instance, a number of notes referred to patients’ inabil- number for Ms. X (patient advocate) and her role was
ity to dress according to what the weather demands or the climate explained. He was thankful. [this was for a client who
of the unit: was on an assessment order and confused as to why he
was there – didn’t believe he did anything wrong – very
P23: Ms. M was informed that she could not leave the anxious].
unit, patient was encouraged to stay in as the weather
is very cold and she did not have proper foot wear on P08: After speaking with his brother Mr. X informed
writer that he would no longer be going to get his hair
P34: Pt is currently wearing a toque to bed and he was done and to visit his family. Mr. X informed writer that his
reminded that maybe he should remove same so he does brother requested "$20 each way" for gas and he did not
not become over heated have the funds for this. When I asked Mr. X if he was okay
2490 | MARTIN et al.

he replied "yeah I'm alright". Patient explained "when I time it was in her life…Was excited to have her hair done
first talked to him he didn't mention anything about gas (blow-dried and flat ironed) for her visit…Appreciative of
money but after he cancelled and rescheduled he started time spent with her and on her hair by writer.
mentioning money for gas. I won't have any money until
I get my next cheque". Support was provided as writer P34: Pt asked to go off unit to cafeteria for Black History
was aware that Mr. X had been looking forward to visit- month lunch. …He was pleased with food choices and en-
ing with his family. joyed some for his lunch. He offered both writer and co-
staff to try the dessert that is native to Jamaica. Writer
P11: Co-staff reported to writer that she had a lengthy accepted offer pt provided pt with a small sample. He
1:1 with patient, who spoke about somatic pain in her was thanked for his generosity in sharing same.
legs which was inflicted, due to police brutality. Co-staff
reported that empathy was provided and pain meds were Across these excerpts from nurses’ documentation, the nurses
offered; however, patient refused the same. Writer spoke credited the authentic selves of their patients – listening to them as
to patient a short while after, inquiring if she needed any- regular people with histories, likes and dislikes, and experiences rather
thing to help with the pain. Patient became very labile, than focusing on their mental illness and interpreting their actions
raising her voice saying "you don't understand what it's as symptomatic of their diagnosis. P15, for instance, spends time
like, not to be able to sing in the morning -it helps to calm with her/his patient and also expresses fulfillment in that the patient
me", patient's feelings of frustration was validated, writer appreciates the time they spent together. The nature of the writing
was thanked for same. demonstrates the nurse's thoughtful consideration of the patient's
situation; the writer is quite taken with the reminiscing and relates to
Across examples, nurses highlight and bring attention to the pa- the patient. Plus, he/she helps the patient to prepare for her highly
tients’ needs and suffering. P05 recognises that her patient is con- anticipated event by doing her hair for her. Similarly, P34 expresses a
fused and anxious, and tries to offer practical support and comfort positive impact on self that results from the patient's kindness towards
to the patient. P08 makes specific mention of the disappointment staff, which is shown in response to the staff's kindness and support. In
of Mr. X, recognising that he “had been looking forward to visiting both examples here, like others, the nurses are relating to the interests
with his family” and understanding his sadness and pain that he ex- of the patients in a manner consistent with natural human connection.
periences when his trip is cancelled for the second time. P08 kindly In this way, the writing style reveals a perspective that the nurses see
notes that Mr. X says he's “alright” but in essence is clearly hurting the person before the disease. Perhaps the most pressing example is
and is sympathetic to his plight. P11 recognises the physical discom- that of the empathy noted when a nurse considers another staff's as-
fort in her patient's legs and, rather than discounting the pain or its sessment of a patient to be inaccurate; as such assessments undoubt-
intensity, offers pain medicine. Even when the patient appears to edly impact the patient's conditions of confinement. P07 notes of the
respond to the nurses mildly incoherently, the nurses empathise and patient:
validate the patient's feelings rather than responding in a conde-
scending or pathologising manner. Each patient is viewed as an au- P07: He is not aggressive: on the contrary, he is gentle
thentic self, capable of representing themselves accurately beyond and mild-mannered, with a willingness to help out his
their mental illness. peers who might be in need of some clothing articles or
monies etc. … Given the above, I would request the treat-
ment team to re-evaluate the beneficence versus the
5.4.2 | Empathy and Natural Human Connection risk of our pursuing this treatment option for Mr. X. [this
nurse is commenting about the fact that the pt doesn’t
There is evidence in some notes of nurses being empathic for no want to have ECT and the healthcare team is telling him
particular reason—patients were not demonstrating need as noted he has to go].
in the prior examples—instead the general practice of nurses was
to display kindness and compassion. For instance, P32 simply “ap- P07 clearly recognises the frustration and pain that their client will
proached patient to inquire of his well-being” simply to inquire, likely experience because of the assessment made by another clinician.
rather than in response to an outburst or challenge. Such practices Rather than discounting his “gentle and mild-mannered” presentation,
were echoed by others: he/she instead considers the presentation of self as relevant and cred-
its his demeanor and actions such that he/she requests a re-evaluation
P15: Very excited about her Mothers visit today of Mr. X.
(Saturday) at 1100hrs. Stated she hasn’t seen her in Evinced across the documentation coded as demonstrating em-
some time…Expressed how much she loves and misses pathy is the practice of kindness, understanding and compassion in
her mother. Reminisced with writer of how things used occupational practices towards patients. Not only did nurses here
to be when she lived with her mother and what a happy strive to support their patients and pay attention to their person,
MARTIN et al. | 2491

they chose to write about it and therefore formalise the value of this scripted care process for all patients. In a similar manner, P31 too put
perspective to be included in the patients’ care. her/his patient first by helping to ensure the patient stayed out of se-
clusion as long as possible, writing in such a manner that reinforces the
nurse's focus on what is ‘best’ for the person. In the latter quote, P20
5.5 | Positive interpretations: patient- also shows consideration of what would be best for the patient and
centred approach helps to find a way for the patient to engage in activities he enjoys (in
this case escorted walks outside on hospital property). The nurse's no-
The more common positive writing style by nurses, although more tation evidences that the nurse recognised that the patient enjoys the
difficult interpretation to identify in nursing notations, is that of walks, and suggests ways for the patient to continue to pursue such
nurses who take a patient-centred approach in their occupational activities more routinely.
practices. A patient-centred approach is operationalised as writing
indicative of actions taken by the nurse that displayed their willing-
ness to incorporate the client's needs/desires in decision-making 5.5.2 | Consideration of patient needs
about their care. Patient-centred approaches were noted in 51 notes
across 22 participants. Analysis did not reveal any associations be- Another example of the patient-centred writing style is when nurses
tween this writing style and personal factors. specifically mentioned how they acted in accordance with patient
needs or preferences: P29: Informed (via message written on paper
by writer) that snack would be served within 10 min. She nodded.
5.5.1 | Person first. Patient second [In this case the client had been using paper to communicate so the
nurse also used written words to ‘talk’ to the patient and therefore
Nurses, in these notations, recognise their patient first, and fore- was participating in this method of communication]. As is evident,
most, as a person; persons with reactions to the circumstances and the preference of the patient is put first and her needs are incorpo-
environment around them which is not always consistent with ideal rated into her care.
behaviours (e.g., nurses may choose not to wake up a sleeping pa-
tient or pathologise their behaviours if they are upset or annoyed
about being woken up). In seeing patients as people first, nurses 6 | D I S CU S S I O N
sought, as we observe in their notation, to make reasonable deci-
sions that would be provided to most humans (i.e., not psychiatric Documentation is a critical component of good quality health care.
patients) and to work with patients to help moderate the more nega- It plays a critical role in how decisions are shaped and can bias the
tive experiences they may undergo while in custodial care. treatment (and future treatment) of patients. Therefore, it is critical
that notes are as objective as possible and that they do not include,
P32: MSA not completed. Patient in bed all shift. [MSA= explicitly or implicitly, irrelevant attitudes and biases. Despite this,
mental status assessment, essentially this is noting that our results suggest that most nurses have a style of writing that
the nurse did not wake the patient in order to do a routine much of the time (if not exclusively) includes themes that are nega-
assessment]. tive in nature to discount, pathologise or paternalise their patients.
These instances of patients being discredited, is likely – at least
P31: Currently doing crafts with a select peer in day area. in part – to arise from their mental health status and criminal justice
This second attempt has gone well thus far. Will keep him involvement (e.g., Goffman, 1963). Goffman (1963) points out that
out for as long as he can tolerate. [In this case the patient the patients reside in a mental health facility which, in itself, may
is on special monitoring and the nurse is saying he/she is leave a patient discredited simply by the nature of their placement.
trying to keep him out of seclusion as long as possible]. Behaviours that may be normal, may be deemed aberrant and in need
of reminding due to the context of the patient. The idea is not new
P20: Enjoyed a long walk around the perimeter of the and was described in the research by Rosenhan (1973), who con-
hospital grounds with another staff and patient. Writer ducted several studies exploring the accuracy of psychiatric diagno-
encouraged him to consider asking his assigned nurse for ses by getting healthy participants (including himself) admitted into
an escorted grounds walk every morning and to apply for psychiatric facilities. For example, he noted that one pseudopatient
level 2 indirectly supervised privileges. [This is a level of wrote extensive notes about his observations while an inpatient. The
security with greater independence]. nurse documenting this indicated that he had “writing behaviour”
and Rosenhan, in his discussion of this experience, argues that pa-
In the first excerpt, P32 elected not to wake up a patient, thereby tients are pathologised:
allowing the patient to remain sleeping rather than forcing the per-
son to wake up to complete a routine assessment; thus, the notation given that the patient is in the hospital, he must be psy-
highlights their decision to put the patient first rather than following a chologically disturbed. And given that he is disturbed,
2492 | MARTIN et al.

continuous writing must be a behavioural manifestation wish to examine how the consumption of bias changes the writing
of that disturbance…Consequently, behaviours that are styles of nursing staff over time.
stimulated by the environment are commonly misat-
tributed to the patient's disorder.
(Rosenhan, 1973, p. 33) 7 | R E LE VA N C E TO C LI N I C A L PR AC TI C E

Furthermore, as identified in the documentation reviewed in our When reading the excerpts (e.g., the examples of the writing
study, there is a tendency for nurses to take a paternalistic role with styles) it becomes clear that writing style can influence and bias
forensic patients which is expressed as “control, rule enforcement, the perspective of other staff towards the patients who are de-
and parenting behaviours” (Marshall & Adams, 2018). The NCRMD scribed and as such may contribute to the type of care provided,
finding suggests that as a society, we have taken an individual's the assessments made, and decisions formed of the patients
responsibility for their actions and committed to supporting their in the care of other professionals. Thus, that efforts to improve
return to full citizenship. In essence, this act itself is paternalistic documentation made by mental health nurses are made is critical.
in nature because we take away the autonomous decision-making Specifically, attention needs to be directed to the writing styles of
abilities of individuals found NCRMD and because of their criminal the notation. For example, nurses should be provided with edu-
justice involvement, do not believe that they have the capacity to cation and training that presents the evidence about documenta-
engage in self-determination as their views may be considered to tion and bias using specific examples of their own writing both
be antisocial or risky (Dorkins & Adshead, 2011). In turn, this can when they are initially onboarded into a nursing position but also
lead to forensic patients developing dependence on mental health at regular intervals throughout their career as scholars suggest
clinicians and may help to explain why research has found that clini- that nurses require ongoing support to maintain standards (Blair
cians working in forensics departments are often concerned about & Smith, 2012). Furthermore, researchers highlight that education
how to facilitate processes that enhance healthy independence (see has the most pressing affect on quality of documentation as de-
Jamieson, Taylor, & Gibson, 2006). fined by nursing staff (Kamil, Rachmah, & Wardani, 2018); specifi-
Even if participants receive the benefit of the doubt and try to cally education improves motivation to document well (Mediarti,
view their notes as without malign, without specific details and/or Rehana, & Abunyamin, 2018).
the context provided in the notes, the reader may be left assuming Another option to consider is how electronic health record (EHR)
that any statements are meaningful and indicative of something systems may be able to provide technological solutions to bias in doc-
important in regard to a patient's health and well-being. Therefore, umentation. Following the adoption of EHRs, researchers have found
in many cases the descriptions of patients captured in documen- improvements in the quantity of information documented (e.g., Martin
tation are interpreted by readers as pathological and linked to et al., 2018), the ability to support quality improvement and data ana-
patients’ mental illness. These notes elicit within the reader spe- lytics (e.g., Howley, Chou, Hansen, & Dalrymple, 2015; Kern, Edwards,
cific emotions and thoughts about the patients. Alternatively, the Pichardo, & Kaushal, 2015), and ease of data sharing (e.g., Vest, Kern,
writing styles that are positive in nature and capture more com- Silver, & Kaushal, 2015). One option is to use pull-down menus and
passionate and considerate practices/approaches leave the reader prewritten description choices from which nurses choose. This may
feeling warmer emotions. Our study highlights the less frequent help by providing a more structured note writing, which will reduce
occurrence of these more positive records of such practices, and making certain biased notes. Another option is in the form of checks
supports previous research in this area that demonstrated that and balances of nurses’ writing prior to it being submitted to patients’
nursing documentation often lacks evidence of patient-centred charts. This could be in the form of prompts or checkboxes that ask
care (Myklebust et al., 2018). staff to reflect on their writing in relation to specific components such
as patient-centredness, recovery and bias. Okaisu and colleagues
(2014), in their effort to improve documentation practices, found that
6.1 | Limitations in addition to education, redesign of documentation forms was nec-
essary. In their comprehensive review of studies exploring nursing
We acknowledge that the participants in this study are a unique set documentation and audit tools, Wang and colleagues found that when
of mental health nurses who work with a specific inpatient popu- standardised documentation systems (i.e., programs that used specific
lation. As a result, the generalisability of our results requires more nursing theories to guide notation and language used) were used, the
research, such as review of nursing documentation from additional content of nursing documentation improved (2011).
nursing staff in other settings. Also, given that we highlight the po-
tential for bias to be “cascaded” from one nurse to the next when the
notes are read, we understand that the writing styles we observe 8 | CO N C LU S I O N
and describe in this research study have been heavily impacted by
the participants’ years of exposure to nursing documentation in gen- Documentation by nursing staff is a core component of patient care.
eral (see Dror, 2018). Therefore, future researchers, we suggest, may Our study demonstrates that documentation is not a technical and
MARTIN et al. | 2493

simple operation, and far from objective. Nursing notes are influ- in forensic science: Biasing effects of AFIS contextual information on
human experts. Journal of Forensic Sciences, 57(2), 343–352.
enced by a whole array of factors and attitudes, which can result in
Fluttert, F., van Meijel, B., Nijman, H., Bjørkly, S., & Grypdonck, M. (2010).
distorted and biased note that influence (e.g., through bias cascade Detached concern of forensic mental health nurses in therapeutic
and bias snowball) the care provided to patients and the assess- relationships with patients: The application of the early recognition
ments made about them. method related to detached concern. Archives of Psychiatric Nursing,
24(4), 266–274.
Forensic mental health nurses tend to write in a more negative
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