Using Relaxation and Guided Imagery to Address Pain, Fatigue, and Sleep Disturbances: A Pilot Study

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n CJON Writing Mentorship Article

Using Relaxation and Guided Imagery


to Address Pain, Fatigue,
and Sleep Disturbances: A Pilot Study
Angela K. Nooner, MBA, MSN, APRN, ACCNS-AG, OCN®, Kathleen Dwyer, PhD, RN, Lise DeShea, PhD,
and Theresa P. Yeo, PhD, MPH, AOCNP®
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Background: Few studies have been conducted on the use of patient-controlled relaxation and
guided imagery interventions for the symptom cluster of pain, fatigue, and sleep disturbance
during cancer treatment.
Objectives: The primary aim of this study was to evaluate the feasibility, acceptability, and
participant satisfaction with use of patient-controlled relaxation and/or imagery interventions
© Monkeybusinessimages/Thinkstock for pain, fatigue, and sleep disturbance. A secondary aim was to examine the data for trends in
pain, fatigue, and sleep improvement because of the effects of relaxation and guided imagery.
Methods: Twelve adult patients with cancer were randomized to one of four groups: a guided imagery intervention, a
relaxation intervention, a combined intervention using guided imagery and relaxation, or usual care. Pain, fatigue, and
sleep disturbance were assessed upon enrollment and at 30 and 60 days. Patients’ scores were obtained using the Patient-
Reported Outcomes Measurement Information System (PROMIS) Pain Interference Short Form, PROMIS Fatigue Short Form,
and PROMIS Sleep Disturbance Short Form tools.
Findings: Patients reported a high degree of satisfaction with the relaxation and guided imagery interventions. Patients in
the relaxation and guided imagery or combined groups showed a trend toward improvement in fatigue and sleep disturbance
scores. Pain remained a problem for the majority of patients. Difficulties in recruiting participants resulted in an insufficient
sample size for generalizable findings. With hospital environments tending to be noisy, relaxation and guided imagery may
facilitate rest and sleep for hospitalized patients. An examination of individual scores showed a trend toward improvement
in sleep quality.
Angela K. Nooner, MBA, MSN, APRN, ACCNS-AG, OCN®, is an oncology clinical nurse specialist at the Oklahoma University Medical Center in Oklahoma City; Kathleen
Dwyer, PhD, RN, is a professor and Henry J. Freede Chair in Nursing Science, and Lise DeShea, PhD, is a senior research biostatistician in the College of Nursing, both at
the University of Oklahoma Health Sciences Center in Oklahoma City; and Theresa P. Yeo, PhD, MPH, AOCNP®, is co-director of the Jefferson Pancreas Tumor Registry, a
surgical oncology nurse practitioner in the Department of Surgery at Thomas Jefferson University Hospital, and an adjunct associate professor in the Jefferson College
of Nursing at Thomas Jefferson University in Philadelphia, PA. The authors take full responsibility for the content of the article. Nooner and Yeo were participants in
the Clinical Journal of Oncology Nursing (CJON) Writing Mentorship Program. This study was supported, in part, by a grant from the DAISY Foundation. The content
of this article has been reviewed by independent peer reviewers to ensure that it is balanced, objective, and free from commercial bias. No financial relationships
relevant to the content of this article have been disclosed by the independent peer reviewers or editorial staff. Nooner can be reached at angela.nooner@hcahealthcare
.com, with copy to editor at CJONEditor@ons.org. (Submitted September 2015. Revision submitted November 2015. Accepted for publication November 28, 2015.)
Key words: disease management; pain management; fatigue; insomnia; guided imagery; relaxation techniques
Digital Object Identifier: 10.1188/16.CJON.547-552

D
espite improvements in diagnosis and treatment, of patients with hematologic malignances and solid tumors.
many patients with hematologic malignancies A secondary aim was to examine the data for trends in pain,
still experience undesirable symptoms and side fatigue, and sleep improvement because of the effects of
effects that undermine quality of life. The pri- relaxation and guided imagery.
mary purpose of this study was to evaluate the Studies have shown that as many as 96% of patients with
feasibility, acceptability, and participant satisfaction with the cancer experience fatigue during treatment and after therapy
use of patient-controlled relaxation and imagery interven- has been completed (Finnegan-John, Molassiotis, Richard-
tions for pain, fatigue, and sleep disturbance in a population son, & Ream, 2013; Yeo & Cannaday, 2015). The National

Clinical Journal of Oncology Nursing • Volume 20, Number 5 • Relaxation and Guided Imagery Interventions 547
Comprehensive Cancer Network (2016) reported that fatigue the completion of self-administered questionnaires, evi-
is rarely an isolated symptom and most commonly clusters dence of hearing impairment, current psychiatric diagnosis
with other symptoms, such as pain, distress, anemia, and (e.g., severe depression, dementia), concurrent diagnosis of
sleep disturbance. In Coleman et al.’s (2011) study of 2,600 medical disorders interfering with sleep (e.g., sleep apnea,
patients with cancer, 39% reported insomnia. As many as narcolepsy), and history of seizures.
95% of patients with advanced cancer experience a sleep One goal of the study was effect size estimation instead
disorder (Ducloux, Guisado, & Pautex, 2012). Pain preva- of hypothesis testing. Therefore, the target sample size was
lence in patients with cancer is estimated to be as high as defined by the number of participants needed to obtain a
53%–60% (Gorin et al., 2012; Montague & Green, 2009). Pain reasonable estimation of the effect for use in later studies,
may interrupt sleep and increase fatigue (Coleman et al., rather than powered for statistical significance. Consistent
2011). A prospective study of 249 patients with newly diag- with recommendations made by Hertzog (2008), the target
nosed or recently relapsed acute leukemia identified a lack sample size was 40 patients. The principal investigator (PI)
of energy, difficulty sleeping, and pain as the most common approached patients meeting the eligibility requirements
and distressing symptoms (Zimmermann et al., 2013). In ad- who were hospitalized prior to HSCT or for chemotherapy
dition, 91% of participants in the study reported more than administration. All participants received chemotherapy or
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five concurrent symptoms, and 61% reported more than 10 chemotherapy plus HSCT from October 2013 to February
concurrent symptoms (Zimmermann et al., 2013). 2015. Twenty-seven patients who met the eligibility require-
Pharmacologic treatments alone often provide inadequate ments were approached to participate in the study. Twelve
relief for cancer-related symptoms and may cause additional patients consented to participate in the study. Three partici-
problems, such as respiratory depression, constipation, nau- pants were randomly assigned to each of the four groups.
sea, vomiting, weakness, confusion, difficulty urinating, and
itching (Dalal, 2015; Dambrosio & Mazanec, 2013; Finnegan-
Design
John et al., 2013). Few studies have been conducted on
the feasibility and effectiveness of relaxation and guided This exploratory pilot study used a repeated measures
imagery interventions in an inpatient cancer population. design to evaluate the acceptability and feasibility of patient-
Kwekkeboom, Abbott-Anderson, and Wanta (2010) evalu- controlled relaxation and guided imagery interventions.
ated the efficacy of teaching patients with advanced cancer The PI reviewed potential participants’ medical records to
to increase personal control over cancer symptoms, such as gather information on diagnosis, current treatment protocol,
pain, fatigue, and sleep disturbance, through relaxation, im- and medications, as well as to determine eligibility for the
agery, and distraction. The small study of 30 adult patients, study. After obtaining informed consent, the PI collected
mostly Caucasian women with advanced colorectal, lung, demographic data. Participants also were asked for demo-
or gynecologic cancer receiving chemotherapy or radiation graphic data, including date of birth, age at diagnosis, race,
therapy, found that severity scores for all three symptoms gender, marital status, years of education, previous use of
were reduced immediately after using the strategies. Relax- guided imagery and relaxation techniques, presence of any
ation and guided imagery techniques can be used to distract concurrent medical conditions, and current medication use.
attention away from symptoms and assist patients in coping Pain, fatigue, and sleep scores were collected at baseline
with unpleasant thoughts and feelings associated with their and at 30 and 60 days using the Patient-Reported Outcomes
symptoms (Kwekkeboom et al., 2010). Guided imagery and Measurement Information System (PROMIS) Pain Interfer-
cognitive behavioral interventions have the potential to ence Short Form, PROMIS Fatigue Short Form, and PROMIS
reduce fear and distress and to teach self-regulatory skills Sleep Disturbance Short Form tools.
that assist with overall symptom management (Landier & Participants in the three intervention groups received an
Tse, 2010). individually assigned MP3 player with headphones contain-
ing the assigned recording(s). They also received instructions
on how to use the MP3 player and headphones. The usual
Methods care group received MP3 players containing the intervention
materials at the end of the study. The MP3 player contained
Participants
recordings created by the Monroe Institute (Holt, Recore, Sav-
The study used a convenience sample of men and women age, Kiehl, & Doyle, 2008). For guided imagery, participants
aged 21 years or older with hematologic malignancies or received a 19-minute audio program, the Hemi-Sync® Morning
solid tumors who were admitted to the inpatient oncology Exercise album (Holt et al., 2008). The recording guides the
unit for chemotherapy or prior to hematopoietic stem cell listener through waking in the morning. For relaxation, par-
transplantation (HSCT). Participation was limited to those ticipants received a 39-minute audio program, the Hemi-Sync
who had at least 60 total days remaining in their current Guide to Serenity album. The recording guides the listener
treatment course, either as an inpatient or outpatient, and through a 10-point system of progressive relaxation.
were able to read, write, and understand English at a sixth- Three scales were used: PROMIS Pain Interference Short
grade level. Exclusion criteria were treatment exclusively Form, PROMIS Fatigue Short Form, and PROMIS Sleep
for symptom management, evidence of brain metastases, Disturbance Short Form. The PROMIS Roadmap Initiative,
a diagnosis of altered mental status by treating physician, a cooperative research group, developed and validated
visual or physical impairments that would interfere with scales to measure patient-reported outcomes that are not

548 October 2016 • Volume 20, Number 5 • Clinical Journal of Oncology Nursing
disease-specific but are relevant across common medical interventions and how to complete the symptom and inter-
conditions (Cella et al., 2007). vention logs. The PI telephoned or sent follow-up letters to
The eight-item PROMIS Pain Interference Short Form as- participants two weeks after discharge and at the 30- and
sesses the effect of pain on participants’ activities of daily 60-day points during the study if participants were not read-
living and quality of life. For example, one item asks, “How mitted during the study period. The purpose of the follow-up
much did pain interfere with your enjoyment of life?” Re- was to track intervention fidelity and determine how often
sponse options ranged from 1 (not at all) to 5 (very much). participants had used the intervention materials since the
This scale has been shown to have strong internal consis- last contact. Ratings of pain, fatigue, and sleep quality since
tency (a = 0.99) and test-retest reliability (r = 0.85) (Cella et the last contact were also collected at the same time as tele-
al., 2010). phone or follow-up letters.
The eight-item PROMIS Fatigue Short Form assesses a All data were entered into a password-protected Micro-
range of self-reported symptoms of fatigue. For example, soft ® Excel spreadsheet, which was used to analyze the
one item asks participants to rate their agreement with the findings. Access to the data was limited to the study PI
statement, “I have trouble starting things because I am tired.” and co-investigators and kept in a locked office to protect
This item was rated on a scale from 1 (not at all) to 5 (very data safety and confidentiality. Only deidentified data were
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much). Strong internal consistency (a = 0.99) and test-retest transmitted electronically. The study was approved by the
reliability (r = 0.76) have been reported for this scale (Cella Scientific Review Committee of the Peggy and Charles Ste-
et al., 2010). phenson Cancer Center and by the University of Oklahoma
The eight-item PROMIS Sleep Disturbance Short Form Health Sciences Center Institutional Review Board. Informed
assesses self-reported perceptions of sleep quality, sleep consent was obtained from patients prior to enrollment and
depth, and restoration associated with sleep during the past randomization to treatment groups.
seven days. For example, one item asks participants to rate
their sleep quality using a scale from 1 (very poor) to 5 (very
good). Extremely high internal consistency (a = 0.99) and Results
test-retest reliability (r = 0.99) have been reported (Cella et
Of the 12 participants who consented, 11 completed at least
al., 2010).
one assessment. One patient withdrew on the same day that
Two additional instruments were administered: investigator-
consent was given. Reasons cited for declining study partici-
initiated tools and an intervention evaluation. Participants
pation (n = 15) were difficulty filling out forms because of
were asked to complete a symptom and intervention out-
changes in vision, prospective participant would be provid-
come log created by the PI for this study. They were asked
ing care for an ill relative after discharge from the hospital,
to record symptoms experienced, interventions that were
perceived lack of time to dedicate to study participation,
used for relief (including study audio programs or other
feeling guilty for taking an MP3 player if recordings did not
treatment), and how they felt after use of the interventions
work, and not feeling up to participating at this time. Four
in a daily log book. Participants were also asked to rate the
patients completed 60 days in the study. Four patients were
overall relevance, usefulness, and perceived helpfulness of
lost to follow-up, one patient withdrew before completing the
the intervention. Open-ended questions provided an oppor-
tunity for additional comments and suggestions.

Procedure TABLE 1. Sample Characteristics (N = 11)

Participants were randomized using a computer-generated Characteristic n


schedule and the sealed-envelope method to one of four Treatmenta
groups: a relaxation group, a guided imagery group, a group Chemotherapy 10
receiving guided imagery and relaxation, or a usual care Pre-HSCT 8
group. Participants in the relaxation group were asked to lis- Diagnosis
ten daily to the Guide to Serenity recording on their provided Hematologic malignancy 9
Solid tumor 2
MP3 players. Participants in the guided imagery group were
Medicationa
asked to listen daily to Morning Exercise on their provided Narcotics 5
MP3 players. Participants in the relaxation and guided im- Acetaminophen/NSAIDs 6
agery group were asked to listen to both Morning Exercise Antinausea medication 10
and Guide to Serenity once per day. The usual care group Education level
used pharmacologic interventions for symptom management Some high school 2
High school graduate 1
as prescribed by the treating physician. All participants were
Some college 5
asked to record severity of symptoms and to document steps Bachelor’s degree 1
that were taken to manage symptoms, as well as resulting Master’s degree or higher 2
feelings, in a daily log book. All participants were allowed
a
to keep the MP3 player after the study ended. Patients could choose more than one response.
Patients who were discharged during the study period HSCT—hematopoietic stem cell transplantation; NSAID—nonsteroidal
anti-inflammatory drug
were given instructions on how and when to use assigned

Clinical Journal of Oncology Nursing • Volume 20, Number 5 • Relaxation and Guided Imagery Interventions 549
baseline measures, one withdrew before the 30-day follow-up tracted from the medical record and included hypertension,
related to complications of HSCT, and two patients died dur- cardiac problems, diabetes, obesity, and hypothyroidism.
ing the study period. No participants reported previous expe- Table 1 summarizes other details about the sample.
rience with guided imagery; two patients reported previous
experience with relaxation interventions. Because of the small
Symptom Assessment
sample size, statistical significance testing was not conducted.
The data were explored graphically for individual trends. The three PROMIS short-form assessment scale scores were
The sample was fairly homogenous in that 10 of 11 self- converted to T scores with standard errors using the PROMIS
identified as Caucasian. Six men and five women partici- instrument guides and conversion tables (PROMIS, 2015a,
pated, and the mean age was 41 years (range = 27–63). The 2015b, 2015c). T scores are standardized scores based on test-
majority of patients (n = 9) had a hematologic malignancy; ing of a large group. The pain, fatigue, and sleep disturbance
two patients had a solid tumor. One patient had testicular scales are normed on a sample of the general population in the
cancer in the relaxation group, and one patient had breast United States. According to the PROMIS scoring guidelines, a
cancer in the usual care group. Ten patients who answered score greater than 50 indicates that the patient had a higher
any questions were actively receiving chemotherapy in prep- level of that particular symptom than the average individual.
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aration for HSCT. None of the participants had altered mental At baseline, most patients scored above average on pain
status, but one person was diagnosed with brain metastases that interfered with daily activities (n = 8), on fatigue that
after the study began, left the study, and entered a hospice was termed “bothersome” (n = 8), and with regard to sleep
care program. All of the patients in the study were being disturbances (n = 9) (see Table 2).
treated for pain, with medications ranging from nonsteroidal Seven participants completed a 30-day PROMIS reassess-
anti-inflammatory drugs to narcotics. Comorbidities were ex- ment of symptoms. Pain had declined in three patients, and

TABLE 2. Pain Interference, Fatigue, and Sleep Interference Scores Using Patient-Reported Outcomes Measurement
Information System Short Form at Baseline and 30 and 60 Days (N = 12)
Pain Interference Fatigue Sleep Interference

Baseline 30 Days 60 Days Baseline 30 Days 60 Days Baseline 30 Days 60 Days

Patient Score T Score T Score T Score T Score T Score T Score T Score T Score T

Relaxation

Patient 5 15 55 23 61 C C 21 55 25 59 C C 23 53 21 51 C C

Patient 7 8 41 8 41 8 41 12 44 8 33 8 33 19 49 17 49 20 50

Patient 9 8 41 8 41 C C 23 57 18 52 C C 25 55 29 59 C C

Guided imagery

Patient 2 8 41 17 57 23 61 35 69 31 64 30 63 25 55 20 50 26 56

Patient 3 10 50 C C C C 11 43 C C C C 35 66 C C C C

Patient 10 17 57 C C C C 34 68 C C C C 27 57 C C C C

Relaxation and guided imagery

Patient 1 32 67 C C C C 24 58 C C C C 28 58 C C C C

Patient 8 16 56 11 51 12 52 14 47 20 54 14 47 25 55 22 52 20 50

Patient 12 26 63 11 51 14 54 19 53 19 53 12 44 17 47 21 51 19 49

Usual care

Patient 4 12 52 8 41 C C 28 61 10 41 C C 22 52 21 52 C C

Patient 6 C C C C C C C C C C C C C C C C C C

Patient 11 25 62 C C C C 25 59 C C C C 20 50 C C C C

C—censored; T—T score


Note. Scores range from 8–40. T scores are standardized scores based on testing of a large group from the U.S. general population, with scores greater
than 50 being above average (SD = 10). Censored scores were participants who withdrew because of death, loss to follow-up, or patient request.

550 October 2016 • Volume 20, Number 5 • Clinical Journal of Oncology Nursing
fatigue was improved in four patients. Pain decreased in two
patients in the relaxation group by 4 and 5 points, respec- Implications for Practice
tively, and in one patient in the usual care group by 15 points;
u Offer patients the opportunity to use self-controlled guided
therefore, no intervention group was superior to another in
imagery for relaxation and symptom relief.
this regard. Fatigue declined in one patient in the relaxation
group by 4 points, two patients in the relaxation plus guided u Educate other members of the healthcare team about the
imagery group each by 5 points, and one patient in the usual benefits of nontraditional relief measures.
care group by 15 points. Sleep disturbances improved in two u Elucidate the benefits for patients with cancer by perform-
patients in the relaxation group by 1 and 2 points, respec- ing nurse-initiated research in this area.
tively, one patient in the guided imagery group by 3 points,
and one patient in the relaxation plus guided imagery group
by 5 points. Overall, four of seven patients continued to report
services at the study facility scored worse than the national
pain, fatigue, and sleep disturbance scores that were greater
average for quietness of hospital environment on the Hospi-
than the U.S. population average. Sleep quality and other
tal Consumer Assessment of Healthcare Providers and Sys-
sleep characteristics improved. All but one patient reported
tems (2016) during the intervention period. Although noise
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more refreshing sleep and fewer sleep problems at 30 days


levels cannot always be controlled, the patients’ experience
than at baseline.
may be improved through use of the relaxation recordings
Four patients remained in the study at 60 days: one patient
or guided imagery.
in the relaxation group, two patients in the guided imagery
group, and one in the combined relaxation and guided
imagery group. No one remained in the usual care group.
Strengths and Limitations
Eight patients’ scores were censored from the data for the Because of difficulties recruiting participants, the study
following reasons: death, loss to follow-up, or withdrawal sample was not large enough to measure the statistical
from the study. All four patients reported lower fatigue levels significance of relaxation and guided imagery as adjunct
than at 30 days, and only one still had a T score greater than treatments for pain, fatigue, and sleep disturbances during
50. Two patients had less trouble sleeping, and the other two inpatient cancer treatment. However, qualitative data suggest
patients reported slightly more sleep disturbances. Three of the intervention aided sleep and was useful in achieving a
four patients continued to report pain at 60 days. restful state in a noisy hospital environment. The possibility
that the intervention may improve inpatient sleep and rest
Participant Evaluation of Study quality should be explored in additional studies.

Five patients completed the final program evaluation (one


from the relaxation group, two from the guided imagery
group, and two from the relaxation plus guided imagery
Implications for Practice
group). Patients overwhelmingly felt that the study interven- Oncology nurses, nurse practitioners, and clinical nurse
tions were easy to use, that the directions were understandable specialists serve in key positions as members of the oncology
and relevant to their condition, and that the study was well patient care team. Patients trust the nursing staff’s experi-
organized. Most were satisfied or very satisfied with the pro- ence and look to them for suggestions on symptom manage-
gram and would recommend the interventions to others. One ment. Nurses may need to be aware of non-traditional relief
of the participants in the guided imagery group commented approaches and advise patients as they try different methods
that the intervention should be used in the evening and not for symptom relief. The findings and trends identified in this
upon waking. Another guided imagery group participant com- small pilot study were shared with oncology nursing staff at
mented that the program was “too much to keep up” during the study hospital and provide supporting evidence for the
a complicated treatment course. Two critical comments con- importance of quality rest and sleep in creating a positive
cerned the symptom log; patients felt it was too much work to healing environment. Sleep is essential for recovering from
complete. Only two patients completed the symptom log. This treatment, general well-being, and survival. According to
finding suggests the need to explore other methods by which the American Academy of Nursing (2016), “sleep deprivation
to track the patients’ experience and other adverse symptoms. negatively affects ventilator, circulatory, immunologic, hor-
monal and metabolic stability” (para. 4). The study investiga-
tors have proposed conducting a subsequent study using the
Discussion remaining MP3 players as an intervention to improve sleep
quality and restfulness in adult patients with hematologic
Although the sample size was smaller than planned, in-
malignancies receiving inpatient treatment for seven or more
formative findings were possible through examination of
consecutive days.
individual trends in the data. Overall, the interventions were
favorably viewed by the participants, as was evident from
their qualitative responses. Participants reported that the
relaxation and guided imagery interventions improved sleep
Conclusion
quality. An inpatient intervention may be helpful for future The use of relaxation and guided imagery techniques
participants, particularly considering that adult oncology are feasible interventions for inpatients with hematologic

Clinical Journal of Oncology Nursing • Volume 20, Number 5 • Relaxation and Guided Imagery Interventions 551
malignancies and solid tumors. Few adverse effects were of Clinical Oncology, 30, 539–547. doi:10.1200/JCO.2011.37
reported by patients who used these methods, and much .0437
potential benefit exists. Additional studies using relaxation Hertzog, M.A. (2008). Considerations in determining sample
and guided imagery interventions as adjunct therapy for size for pilot studies. Research in Nursing and Health, 31,
symptom management with a larger sample of patients with 180–191. doi:10.1002/nur.20247
cancer is recommended. Holt, J., Recore, A., Savage, D., Kiehl, R., & Doyle, T. (2008).
Hemi-Sync ® and radiation oncology: A pilot study. Subtle
Energies and Energy Medicine, 19(2), 49–56.
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552 October 2016 • Volume 20, Number 5 • Clinical Journal of Oncology Nursing

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