Standard Operating Procedures and the Nurse’s Role in Population –
Based Screening of Non-Communicable Diseases - A Concept Paper
Ponnambily Chandy1,2, Vathsala Sadan3,4
1Ph.D. Scholar, 17th Batch, National Consortium for Ph.D. in Nursing by Indian Nursing Council, New Delhi.
2Associate Professor, Sathyabama College of Nursing,
Sathyabama Institute of Science and Technology, Chennai.
3Ph.D Guide, National Consortium for Ph.D. in Nursing by Indian Nursing Council, New Delhi.
4Former Dean and Professor, College of Nursing, Christian Medical College, Vellore.
*Corresponding Author Email: ponnambily.ponnu@gmail.com
ABSTRACT:
The prevalence of lifestyle-related diseases has risen alarmingly in recent decades, imposing significant public health challenges worldwide. In response, population-based screening has emerged as a pivotal strategy for early detection and intervention. The paper explains the essential components of population-based screening for lifestyle diseases, emphasizing the role of nurses in its execution. It begins by defining population-based screening for lifestyle diseases, shedding light on its significance in identifying at-risk individuals within a defined population. This section explores the critical features that underpin an effective population-based screening program, including accessibility, affordability, and ethical considerations. A step-by-step guide is provided, outlining the key phases of a population-based screening initiative, from planning and implementation to evaluation and follow-up. Standard Operating Procedures (SOPs) are central to the success of any screening program. The paper defines SOPs and their pivotal role in maintaining consistency and quality in screening procedures. Finally, the paper describes the role of nurses in the entire screening process, from patient education and informed consent to conducting screenings, interpreting results, and offering guidance for lifestyle modifications and follow-up care. It also provides a comprehensive guide for healthcare professionals, administrators, and policymakers involved in the planning and execution of population-based screening programs for NCDs in the primary healthcare setting.
KEYWORDS: Non-communicable diseases, Population-Based Screening, Primary Health Centres, Standard Operating Procedures, Nursing Care Algorithms, Nurse Performance.
INTRODUCTION:
Non-communicable diseases (NCDs) have emerged as a significant global health challenge, responsible for the majority of morbidity and mortality worldwide1. These diseases, which include conditions such as cardiovascular diseases, cancer, diabetes, and chronic respiratory diseases, place a tremendous burden on healthcare systems and individuals alike2. Early detection and intervention are crucial in managing NCDs effectively and reducing their impact on public health. In India, NCDs contribute to 60% of all deaths. The four major causes of NCD deaths are: coronary heart disease (45%), stroke (45%), Hypertension (45%), chronic respiratory disease (22%), cancers (12%) and diabetes (3%)3. Population-based screening programs have become a cornerstone in the fight against NCDs, and the role of nurses in these programs is pivotal.
Population-based screening programs are crucial for several reasons. First, they help to identify individuals at risk or in the early stages of NCDs, facilitating timely interventions that can prevent or delay disease progression. Second, they contribute to the early detection of NCDs, reducing complications and mortality rates4. Third, they provide valuable data for epidemiological surveillance, enabling healthcare authorities to tailor interventions and policies effectively. Recognizing the gravity of the situation, the Indian government has initiated various measures to combat NCDs through population-based screening programs. The National Programme for Prevention and Control of Cancer, Diabetes, Cardiovascular Diseases, and Stroke (NPCDCS) is a prominent example5. This program aims to screen and manage NCDs at the primary healthcare level, with a particular focus on hypertension, diabetes, and common cancers6. India's vast and diverse population presents unique challenges for NCD screening programs. Variations in healthcare infrastructure, disparities in access to healthcare, and cultural factors can affect the reach and effectiveness of screening initiatives. Moreover, the sheer scale of the country necessitates innovative approaches to screening, including the use of technology and community health workers7.
Nurses are at the forefront of healthcare delivery and are often the primary point of contact for patients in various healthcare settings. They play a critical role in conducting screenings, providing education, and facilitating the early detection of NCDs. To ensure the effectiveness and consistency of population-based screening efforts, it is imperative to develop and implement standard operating procedures (SOPs) for nurses. One critical aspect of successful population-based screening is the development of SOPs and training for healthcare professionals, including nurses. Ensuring that nurses follow consistent protocols is essential for the accuracy and reliability of screening results. Proper training and adherence to SOPs empower them to conduct screenings efficiently and compassionately.
This paper explores the importance of population-based screening for NCDs and underscores the necessity of establishing SOPs for nurses in these programs. By adhering to standardized procedures, nurses can provide high-quality care, promote early disease detection, and ultimately contribute to better health outcomes for individuals and communities.
Population-based screening of life-style diseases:
Definition of population-based screening of life-style diseases:
Population-based screening for lifestyle diseases refers to a systematic approach of identifying and assessing individuals within a specific population for early detection and prevention of diseases primarily influenced by modifiable lifestyle factors8. These diseases are often chronic in nature and include conditions such as cardiovascular diseases, type 2 diabetes, certain types of cancer, chronic respiratory diseases, and obesity-related conditions.
The key features of population-based screening for lifestyle diseases:
The key features are:
Targeted population:
Screening is conducted among a defined population, such as a community, region, or country, rather than focusing on specific high-risk individuals.
Risk assessment:
Individuals within the population are assessed to identify their risk factors for lifestyle diseases. This may involve gathering information on lifestyle behaviours (e.g., tobacco use, physical activity, diet), family history, age, and other relevant factors.
Screening tests:
Appropriate screening tests or assessments are applied to detect early signs, risk markers, or indicators of lifestyle diseases. These tests may include measurements of blood pressure, blood glucose levels, cholesterol levels, body mass index (BMI), or other relevant biomarkers.
Early detection:
The goal of screening is to identify individuals who may have early signs or increased risk of developing lifestyle diseases. Early detection enables timely interventions, lifestyle modifications, and disease management to prevent or delay the onset of more serious health consequences.
Prevention and intervention:
Based on the screening results, individuals at high risk or with early signs of lifestyle diseases are offered interventions such as counselling, education, behaviour change support, and access to appropriate healthcare services for further evaluation and management.
Health promotion:
Population-based screening is often accompanied by health promotion efforts, including raising awareness about healthy lifestyles, providing resources for behaviour change, and facilitating access to healthy living programs and services.
AIM:
The aim of population-based screening for lifestyle diseases is to reduce the burden of these conditions at a population level, improve overall health outcomes, and mitigate the associated social and economic impact.
OBJECTIVES:
The objectives of population-based screening for lifestyle diseases are to:
· Reduce mortality by early detection and early treatment of a condition;
· Reduce the incidence of a condition by identifying and treating its precursors;
· Reduce the severity of a condition by identifying people with the condition and offering effective treatment; and
· Increase choice by identifying conditions or risk factors at an early stage in a life-course when more options are available.
Wilson and Jungner principles of screening:
The Wilson and Jungner principles9 are a set of criteria developed by the World Health Organization (WHO) in 1968 that provide a framework for evaluating the suitability and effectiveness of population-based screening programs. These principles are commonly used as a guide to assess the feasibility and potential benefits of implementing screening programs for various diseases. The principles are as follows:
1. The condition being screened should be an important health problem:
The disease targeted for screening should be a significant public health issue, with a high prevalence, morbidity, and mortality rate. The impact of the disease on individuals and the community should justify the resources required for screening.
2. The natural history of the disease should be understood:
The natural course of the disease, including its preclinical phase, development, and progression, should be well understood. This knowledge is crucial in identifying an appropriate point in the disease process for effective screening.
3. There should be a suitable test or examination:
A reliable, valid, and acceptable screening test should be available. The test should have a high sensitivity and specificity to accurately identify individuals with the disease or at high risk. The screening procedure should be safe, non-invasive, affordable, and acceptable to the target population.
4. The screening program should be acceptable to the population:
The screening program should take into consideration the ethical, social, and cultural aspects of the population being screened. It should respect individual autonomy, privacy, and informed consent. The benefits, risks, and limitations of screening should be communicated clearly to the target population.
5. Availability of an effective treatment or intervention:
The availability of an effective treatment or intervention that can alter the course of the disease is crucial. Early detection through screening should lead to better health outcomes compared to delayed diagnosis and treatment.
6. There should be an agreed policy on whom to treat as patients:
There should be clear guidelines and consensus on the management of individuals identified through screening. Adequate healthcare resources, facilities, and expertise should be available to provide appropriate diagnostic confirmation, treatment, and follow-up for those diagnosed with the condition.
7. The cost of case finding should be economically balanced in relation to expenditure on medical care as a whole:
The cost-effectiveness and affordability of the screening program should be evaluated. The benefits gained from early detection and treatment should outweigh the costs of screening, diagnosis, and subsequent interventions.
8. Case-finding should be a continuing process and not a "once and for all" project:
Screening should be an ongoing process that is regularly evaluated and monitored for effectiveness, quality assurance, and improvement. There should be mechanisms in place to update screening protocols based on emerging evidence and changing disease patterns.
These principles provide a comprehensive framework for considering the various aspects of screening programs, ensuring that they are scientifically sound, socially acceptable, and economically viable. However, it's important to note that the application of these principles may vary depending on the specific disease, context, and available resources.
Steps of Population-Based Screening:
The steps involved in a population-based screening program can vary depending on the specific disease or condition being targeted, as well as the resources and infrastructure10 available. However, here is a general outline of the key steps involved in population-based screening:
1. Planning and preparation:
Identify the target population- Define the population group to be screened based on factors such as age, gender, risk factors, and prevalence of the disease.
Establish goals and objectives- Determine the specific aims of the screening program, such as early detection, reducing disease burden, or improving health outcomes.
Conduct a needs assessment- Evaluate the existing data on the disease burden, risk factors, and available resources to guide the planning process.
Develop a screening protocol- Define the screening tests, diagnostic criteria, referral pathways, and follow-up procedures based on established guidelines and evidence.
2. Outreach and education:
Raise awareness- Implement strategies to inform and educate the target population about the importance of screening, the disease being targeted, and the benefits of early detection.
Provide information- Develop educational materials, including brochures, posters, and online resources, to disseminate information about the screening program, eligibility criteria, and logistics.
3. Screening:
Implement the screening tests- Conduct the actual screening tests on eligible individuals according to the established protocol. This may involve laboratory tests, physical examinations, questionnaires, or imaging procedures, depending on the disease being screened.
Ensure quality assurance- Establish protocols and procedures to maintain the quality and accuracy of the screening tests, including appropriate training of healthcare personnel, calibration of equipment, and adherence to standardized protocols.
Maintain confidentiality- Ensure the privacy and confidentiality of individuals undergoing screening, following ethical guidelines and legal requirements.
4. Diagnosis and follow-up:
Interpret screening results- Evaluate the screening test results and determine the need for further diagnostic testing or evaluation.
Provide timely diagnosis- Offer appropriate diagnostic procedures to confirm or rule out the presence of the disease or condition in individuals with positive screening results.
Ensure access to care- Facilitate timely access to healthcare services for individuals who require further evaluation, treatment, or management based on the diagnosis.
5. Treatment and follow-up:
Develop treatment plans- Provide evidence-based treatment guidelines for individuals diagnosed with the disease or condition through the screening program.
Ensure continuity of care- Establish mechanisms to ensure that individuals receive appropriate follow-up care, treatment, and monitoring as per the recommended guidelines.
Monitor outcomes- Evaluate the effectiveness and impact of the screening program by monitoring health outcomes, including disease incidence, morbidity, mortality, and quality of life indicators.
6. Evaluation and continuous improvement:
Assess program effectiveness- Regularly evaluate the screening program's performance, including participation rates, sensitivity, specificity, and positive predictive value, to measure its impact and identify areas for improvement.
Modify and update protocols- Incorporate emerging evidence, advances in technology, and changes in disease patterns to update and refine the screening protocols and guidelines.
Engage stakeholders- Seek feedback from healthcare providers, community representatives, and other stakeholders to improve the program's design, implementation, and outcomes.
It is important to note that the steps and their specific implementation may vary depending on the disease, available resources, and local context. Collaboration with healthcare professionals, community organizations, and relevant authorities is crucial for the success of a population-based screening program.
Standard Operating Procedures:
Definition of standard operating procedures:
Standard Operating Procedures (SOPs) for health screening are specific and detailed guidelines that outline the standardized processes, protocols, and steps to be followed when conducting health screenings. These SOPs are designed to ensure consistency, accuracy, and quality11 in the execution of screening procedures to effectively identify potential health conditions, risk factors, or abnormalities in individuals12.
Key steps of developing standard operating procedures:
Developing standard operating procedures (SOPs) for health screening involves several key steps to ensure that the procedures are comprehensive, accurate, and aligned with best practices. Here are the key steps for developing SOPs for health screening (figure 1):
1. Identify the purpose and scope: Define the purpose of the SOPs, such as standardizing the process for health screening, ensuring consistency, and promoting quality. Clearly outline the scope of the SOPs, specifying the specific health screening activities or procedures to be covered.
2. Conduct a needs assessment: Assess the specific requirements and objectives of the health screening program. Identify the target population, screening methods, equipment, and resources needed. Consider any regulatory or legal requirements that must be met.
3. Gather and review existing guidelines and best practices: Research and review relevant national and international guidelines, protocols, and best practices for health screening. Identify evidence-based approaches and recommendations to inform the development of the SOPs. Ensure alignment with recognized standards and guidelines.
4. Engage stakeholders: Involve key stakeholders, such as healthcare professionals, administrators, program managers, and relevant experts. Seek their input and feedback on the development of the SOPs to ensure their relevance and practicality. Consider the perspectives and insights of frontline staff who will be implementing the procedures.
5. Define the procedure steps: Break down the health screening process into clear, sequential steps. Provide detailed instructions for each step, including specific actions to be taken, required equipment, and any necessary precautions or considerations. Use a logical and structured format to ensure clarity and ease of understanding.
6. Ensure consistency and standardization: Establish uniform terminology, abbreviations, and definitions to promote clarity and minimize confusion. Use standardized forms, templates, or checklists where applicable to enhance consistency. Specify any specific training or certifications required for individuals conducting the screening.
7. Incorporate quality control measures: Include quality assurance and quality control measures to ensure accuracy, reliability, and safety in the screening procedures. Outline procedures for equipment calibration, maintenance, and quality checks. Define protocols for monitoring and auditing the implementation of the SOPs.
8. Document roles and responsibilities: Clearly define the roles and responsibilities of the individuals involved in the screening process. Specify the responsibilities of healthcare providers, support staff, administrators, and any other relevant personnel. Ensure clarity in terms of who is accountable for each step of the process.
9. Review, validate, and finalize: Seek input from stakeholders and subject matter experts to review and validate the draft SOPs. Incorporate their feedback and make necessary revisions or clarifications. Obtain final approval from relevant authorities before finalizing the SOPs.
10. Communicate, train, and implement: Develop a communication plan to disseminate the finalized SOPs to all relevant personnel. Conduct training sessions to ensure understanding and proficiency in implementing the SOPs. Monitor the implementation of the SOPs and provide ongoing support and guidance to staff.
11. Periodically review and update: Establish a system for regular review and update of the SOPs to reflect any changes in guidelines, regulations, or best practices. Consider feedback from staff, evaluation results, and emerging evidence to inform updates. Maintain a revision history to track changes made to the SOPs over time.
By following these steps, organizations can develop effective SOPs for health screening that promote consistency, accuracy, and quality in the implementation of screening procedures. Regular evaluation and continuous improvement of the SOPs are essential to ensure their relevance and effectiveness over time.
Figure 1. Key steps of developing standard operating procedures
Nurses’ role in conducting population-based screening of lifestyle diseases:
Nurses play a crucial role in conducting population-based screening of lifestyle diseases. Their role encompasses various responsibilities throughout the screening process13. Here are some key roles that nurses typically undertake:
1. Planning and coordination: Nurses have to collaborate with healthcare providers, public health agencies, and community stakeholders to plan and organize the screening program. They have to contribute to the development of screening protocols, procedures, and guidelines. They should assist in identifying the target population and determining appropriate screening methods.
2. Community engagement and education: Nurses have to educate the community about the importance of lifestyle disease screening, risk factors, and prevention strategies. They need to raise awareness through health promotion campaigns, community talks, and workshops. They must address questions, concerns, and misconceptions related to screening.
3. Participant recruitment and registration: Nurses have to assist in participant recruitment efforts, ensuring representation from the target population. They should explain the screening process, obtain informed consent, and address any participant concerns. They have to conduct participant registration, collect demographic information, and maintain accurate records.
4. Screening procedures: Nurses have to administer screening tests and assessments according to standardized protocols. They have to perform measurements, such as blood pressure, body mass index (BMI), or blood glucose levels. They should ensure proper techniques and adherence to infection control measures during the screening process.
5. Test result interpretation: Nurses have to interpret screening test results accurately and recognize abnormal or high-risk values. They have to communicate screening results to participants, explaining the significance and implications of the findings. They must provide guidance and answer questions regarding the need for further evaluation or follow-up.
6. Referral and follow-up: Nurses have to identify individuals with abnormal or high-risk screening results who require further evaluation. They have to collaborate with healthcare providers to facilitate timely referrals and follow-up appointments. They can provide support and guidance to participants throughout the referral process.
7. Health education and counselling: Nurses have to provide lifestyle modification counselling to participants, emphasizing healthy behaviours and risk reduction strategies. They can offer information on healthy eating, physical activity, smoking cessation, and stress management. They can address individual concerns and provide resources for behaviour change support.
8. Documentation and reporting: Nurses have to document screening procedures, participant information, and screening results accurately and comprehensively. They have to ensure confidentiality and privacy of participant data in accordance with legal and ethical guidelines. They can contribute to data collection and reporting efforts for program evaluation and quality improvement.
9. Collaboration and communication: Nurses have to collaborate with interdisciplinary healthcare teams, including physicians, dietitians, and other specialists. They can communicate effectively with colleagues, participants, and community members to ensure coordinated and holistic care. They can participate in case conferences, team meetings, and quality improvement initiatives related to screening programs.
10. Continuous learning and professional development: Nurses have to stay updated on current guidelines, best practices, and emerging research related to lifestyle disease screening. They can pursue ongoing professional development opportunities to enhance knowledge and skills in screening techniques and counselling. They can engage in reflective practice and self-assessment to improve performance and contribute to quality care delivery.
Nurses' involvement in population-based screening of lifestyle diseases extends beyond the screening event itself. They play a vital role in empowering individuals and communities14 to take charge of their health, promoting early detection, and supporting lifestyle modifications for improved health outcomes.
CONCLUSION:
The rise of NCDs in India is a complex and pressing issue that requires multifaceted strategies. Population-based screening programs are indispensable tools in addressing this challenge. By identifying individuals at risk, enabling early detection, and promoting timely interventions, these programs can help mitigate the burden of NCDs in India. However, success hinges on addressing the unique challenges within the country's healthcare system, as well as ensuring NCD staff nurses, are equipped with the SOPs and NCAs.
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Received on 07.01.2025 Revised on 27.02.2025 Accepted on 09.04.2025 Published on 21.05.2025 Available online from May 22, 2025 Asian J. Nursing Education and Research. 2025;15(2):71-77. DOI: 10.52711/2349-2996.2025.00016 ©A and V Publications All right reserved
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