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Copyright © eContent Management Pty Ltd. Contemporary Nurse (2010) 34(2): 158–166.

Conceptualising the functional


role of mental health consultation–
liaison nurse in multi-morbidity,
using Peplau’s nursing theory
MICHAEL K MERRITT
Mental Health Consultation-Liaison Service, Lyell McEwin Health Service, Elizabeth Vale,
SA, Australia

NICHOLAS PROCTER
School of Nursing and Midwifery, University of South Australia, City East Campus, Adelaide,
SA, Australia

ABSTRACT
This paper examines the mental health consultation–liaison nursing (MHCLN) role and links this
to the interpersonal relations theory of nurse theorist Hildegard Peplau. The paper argues that, as
mental health nursing care around the world is increasingly focused upon meaningful therapeutic
engagement, the role of the MHCLN is important in helping to reduce distressing symptoms, reduce
the stigma for seeking help for mental health problems and enhancing mental health literacy among
generalist nurses. The paper presents a small case exemplar to demonstrate interpersonal relations
theory as an engagement process, providing patients with methodologies which allow them to work
through the internal dissonance that exists in relation to their adjustment to changes in life roles pre-
cipitated by physical illness. This dissonance can be seen in the emergence of anxiety, depression and
abnormal/psychogenic illness behaviours. This paper concludes arguing for considerable effort being
given to the nurse–patient relationship that allows for the patient having freedom to use strategies
that may help resolve the dissonance that exists.

Keywords: consultation–liaison nursing; interpersonal relations; mental health; Peplau

INTRODUCTION in the idea that mental health care should be

I n contemporary clinical settings it is important


that community consultation and liaison ser-
vices ensure mental health patients have an active
delivered and administered across a range of prac-
tice settings within general health and hospital
settings in particular.
and meaningful voice in their treatment and care It is within the above context that this paper
planning. This means ensuring greater emphasis is written. With the collapse of the purpose-built
on the valued involvement of patients through psychiatric hospital as once the mainstay of tra-
dialogue and information exchange with clini- ditional mental health care, it is difficult to over
cians. At the same time there is growing interest emphasise the importance of community-based

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Conceptualising the functional role of mental health consultation–liaison nurse CN
systems and structures as key drivers of contem- de-personalised by the health system (Barker,
porary mental health care. There is a now a global 2009; Jones, 1998). The emphasis is, in this
consensus that mental health care should be sense, on the physical, potentially reducing the
undertaken in partnership and collaboration with patient to a collection of systems and ignoring
mental health patients – no matter where they the holism and the person or patient’s journey
are or where they live – and in the least restric- to this point in time. Australian studies have
tive environment (World Psychiatric Association, shown that whilst depression, anxiety or psy-
2009). At the same time there is a vision of a chological distress is identified in patients with
seamless and connected care system which is con- chronic physical illness, 75% do not receive
sumer focussed and recovery oriented (National psychological treatment or counselling (Kelly &
Mental Health Policy, 2008). Turner, 2009).
At the same time there is evidence of mar- Clearly, there is cause for examining the deeper
ginalisation, oppression and incarceration of structures of engagement in mental health between
people with a mental illness in certain societies clinicians and patients to advance recovery in
(BBC News, 2009) and in industrialised nations. mental health. It is for this reason that the authors
While mental disorders represent 15% of the draw upon the Peplau Model, as the underlying
total disease burden, people with severe men- theoretical construct used by Hildegard Peplau
tal disorders in low to middle income countries emphasises the crux of the therapeutic relation-
often fail to receive adequate mental health care ships as a partnership between the nurse and the
(World Health Organisation/Wonca, 2008). patient, and with it a notion of shared humanity
A recent UK Health Care Commission report between the nurse and the patient (Peplau, 1952,
(for example) reveals that of 27,000 people 1991, 1997). Whilst the model has its genesis
using mental health services, 15% said they did in psychodynamic and psychodramatic theories
not have enough say in care decisions and 44% giving rise to looking more deeply at the reasons
only had a say to some extent. The Health Care for individual thought and behaviour (Sullivan,
Commission quizzed 300,000 patients and found 1953), it has been long utilised by mental health
that most wanted more meaningful input into nurses in clinical practice (Barker, 1993, 2009;
their care, especially those with mental illness. Price, 1998). Barker (2009) in particular empha-
Similar sentiment has been expressed elsewhere sised the person rather than the problem to be the
in the UK (BBC News, 2004) and in Australia focus of mental health nursing. This underlines
(Mental Health Council of Australia, 2006). In that, according to Peplau, the therapeutic rela-
addition and contrary to recommended national tionship is a central platform of mental health
standards, less than half of mental health service nursing practice. Shattell, Starr, and Thomas
users surveyed in the UK had access to crisis care, (2007) adapted Peplau’s theoretical approach to
and only have had been given or offered a written described patient’s views of the therapeutic rela-
care plan (Health Care Commission UK, 2008). tionship as being expressed in three figural themes:
Such conditions are experienced by patients as ‘relate to me’, ‘know me as a person’ and ‘get to
de-humanising and de-personalising, placing the solution’. The therapeutic relationship is by its
interpersonal relations at the fringe rather than nature and scope primarily about the creation of a
as central interactions between patient, carer and shared experience.
mental health professional. The next section outlines steps taken to review
People with co-existing physical and mental literature pertaining to the functional role of the
health problems are also at risk of marginalisa- MHCLN informed by Peplau’s nursing theory.
tion. People with chronic physical illnesses also The utilisation of this theory in multi-morbidity
experience a sense of being de-humanised and is then discussed.

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CN Michael K Merritt and Nicholas Procter

METHOD Roberts, & Taylor, 1997), ‘psychiatric liaison nurs-


A search of electronic data was undertaken using ing’ (Chiplin & Geraghty, 1990), ‘mental health
the following databases; CINAHL, Medline, liaison nursing’ and Liaison Mental Health Nursing
PsycINFO and the Cochrane Library. Searches (Roberts & Whitehead, 2002). The predominant
were for articles published in English and several terminology is ‘psychiatric consultation–liaison
search themes were used as follows: nurse’ which is a naturalistic outcome of the growth
• Australian and International literature since of these positions out of psychiatric consultation–
1990 about Mental Health Consultation– liaison services and the biological-psychiatry
Liaison Nursing using a variety of descriptors – model. These terms are used both simultaneously
see Tunmore and Thomas (1992). 1990 was and interchangeably to describe the work of men-
used as a starting point and can be considered tal health nurses within a general hospital setting.
a focal point in the transition from asylum The fluidity of this terminology can be seen as
to community care within South Australia. an outcome of the underlying dichotomy that
Australian literature was used to provide his- exists within the mental health nursing profession
torical and current context of practice, whilst around the world. Barker (2009, p. 5) argues that
international literature was used to look for dif- mental health nurses including MHCLNs work
ferences in operationalisation of MHCLN prac- within a highly fluid continuum between psychi-
tice, which may have informed or influenced atric nursing and mental health nursing, and thus
the Australian context of practice. Some early between problem- or situation-focused and holism
Australian literature from the 1980s provides a or life-focused.
firmer historical context. In the 1980s Meredith and Weatherhead
• Literature by Hildegard Peplau and others (1980), Anderson and Hicks (1986) and Hicks
describing interpersonal relations theory. (1989) described early roles in Sydney, Australia.
• Literature about utilisation of interpersonal This early literature described a traditional
relations theory in psychiatric-mental health structure in the style of Caplan (1964, 1970)
nursing practice. in Tunmore and Thomas (1992), that has its
• Literature about multi-morbidity and psycho- roots in the work of psychosomatic medicine as
logical outcomes. described by Lipowski (1981). The literature since
1997 describes two different models; that of the
Additional exploration was conducted by hand traditional consultation–liaison nursing model
utilising reference lists from retrieved articles. (Sharrock & Happell, 2000, 2001a, 2001b), and
an emerging emergency mental health nursing
THE MENTAL HEALTH CONSULTATION– model within emergency departments (Wand,
LIAISON NURSE 2004; Wand & Happell, 2001) alternatively
The MHCLN has become an established part called the ‘emergency department mental health
of contemporary nursing in Australia (Sharrock, team’. These roles show the advanced mental
Grigg, Happell, Keeble-Devlin, & Jennings, health nursing development that has been accel-
2006), the United Kingdom (Cullum, Tucker, erating in recent years with some of these roles
Todd, & Brayne, 2007), Canada (Brinkman, being developed into ‘mental health nurse prac-
Hunks, Bruggencate, & Clelland, 2009) and titioner’ positions (Wand, White, & Patching,
United States (Yakimo, Kurlowicz, & Murray, 2007). Further, McNamara, Bryant, Forster,
2004). The role is variously described as ‘psy- Sharrock, and Happell (2008) and Sharrock,
chiatric consultation–liaison nursing’ (Sharrock Bryant, McNamara, Forster, and Happell (2008)
& Happell, 2000; Yakimo et al., 2004), ‘liaison describe the outcomes of a survey of CL nurses
psychiatric nursing’ (Cullum et al., 2007; Ryrie, within Australia, which provides valuable data

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Conceptualising the functional role of mental health consultation–liaison nurse CN
about demographics, role description, prepara- patient uses these strategies to provide a reduc-
tion, support and role satisfaction of these mental tion of or resolution of the internal dissonance/
health nurses. These show the developments that psychological distress.
have impacted upon the role unfolding elsewhere Within the development of the nurse–patient
across Australia. or therapeutic relationship, the MHCLN
provides many roles. Peplau emphasised six of
THEORETICAL UNDERPINNINGS OF these roles:
MENTAL HEALTH NURSING MODEL • Stranger role – developing an accepting climate
Peplau theorised that people have biological, to build interpersonal trust similar to that used
psychological and social qualities which moti- in other life situations
vate them to self-maintenance, and that their • Resource role – providing and exchanging infor-
self-system is concerned with the management of mation and interpreting clinical data
anxiety. When this self-maintenance/self-system • Teaching role – providing instruction and train-
is in disequilibrium, this gives rise to an internal ing through analysis and synthesis of patient’s
dissonance which manifests itself in panic, with- experience
drawal and an inability to function effectively. • Counseling role – providing an environment
This can also be more broadly understood in where patient can understand and integrate
the signs and symptoms which we understand their current life experience along with guid-
as depression, anxiety, psychosis and abnormal/ ance and encouragement to develop and experi-
psychogenic illness behaviours. Peplau clearly ence change
identified that both biological and psychological • Surrogate role – through advocacy, the nurse
insecurities can lead to or create internal disso- assists the patient’s clarification of their
nance or anxiety. dependent, interdependent and independent
Within the model are two components – the domains
phases of the therapeutic relationship and the • Leadership role – the nurse provides an envi-
dynamic character roles seen as typical of mental ronment where patients assume responsibility
health clinical nursing. for reaching their treatment goals and therefore
Peplau described four interlocking and over- optimal functioning
lapping phases of the nurse–patient relationship: • Technical/clinical expert role – the nurse pro-
• Orientation phase vides an environment for holistic patient care
• Identification phase through utilisation of clinical skills
• Exploitation phase
• Resolution phase Actual or specific roles utilised within the ther-
apeutic relationship will be variable between
The orientation phase is synonymous with patients and the overall skill/expertise and imagi-
the comprehensive assessments conducted by nation of the MHCLN.
MHCLN in understanding or appreciating The nurse–patient or therapeutic relation-
how the patient arrived at the point in time ship becomes a transitional conduit that shifts
where the MHCLN is involved in their care the perspective from a problem focus that exists
and support. The identification and exploita- both within biological-psychiatry and the nursing
tion phases are the working phases where the process (problem orientation) towards holism and
MHCLN supports the patient in identification the patient as a person and their life experience.
of the internal dissonance and development This notion of the patient’s self identification of
and trialling of strategies that reduce the inter- what experience and symptoms mean for them
nal dissonance. The final phase is where the becomes a framework for thoughts, feelings and

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CN Michael K Merritt and Nicholas Procter

actions to be understood using the language and to Emergency Departments and that total health
experience of the patient. expenditure can be 4.5-times higher for these
The utility of this model has been in the cre- individuals. Further, they can have longer hospi-
ation of a therapeutic relationship that allows for talisations, increased symptom burden and higher
the identification of anxiety, depression and other mortality and morbidity outcomes. An integral
psychogenic symptomatology by the patient in part of this burden is associated with a worsening
the supportive environment provided by the quality of life. The importance of the appropriate
MHCLN, and then the patient having freedom psychological care of medical patients has been
to use strategies that may help resolve the disso- emphasised by a report from the joint working
nance that exists. The overall aim is in a directive party of the Royal College of Physicians and the
approach in which there is a ‘forward movement Royal College of Psychiatrists (2003).
of personality in the direction of creative, con- Recent Australian Institute of Health and Welfare
structive, productive, personal and community (2008) data suggests that chronic respiratory illness
living’ (Peplau in Gastmans, 1998). affects 4.3% of people aged 20–44 and 8% aged
over 65. Chronic heart disease affects 7.3% of those
A FOCUS FOR MENTAL HEALTH aged 55–64 and rising to 20.3% of those aged 75
CONSULTATION–LIAISON NURSING and over. MacHale (2002) states that the incidence
The above synthesis leads to a role definition of depression in those patients with diabetes, car-
of the MHCLN as having a focus on the bio- diac or neurological disease is about 25%, whilst the
psycho-socio-spiritual, cognitive, behavioural, incidence for those with hypertensive disorders is
and emotional responses of patients and families. equivalent to the general population, and in addi-
The MHCN assists patients, family, staff, and tion, in-patients are more vulnerable than outpa-
health systems cope with medical illness, treat- tients. The prevalence of chronic mental health
ment and the often consequential psychologi- disease is put as high as 11% of the general popula-
cal distress/internal dissonance experienced by tion and that at least 40% of these individuals have
patients. The role of the MHCLN in this setting at least one co-morbid physical illness. Further the
ensures that the patient’s overall needs are met, rates of chronic physical illness are between 30–80%
and that patients, families and staff satisfaction is above that for the general population.
increased. In the next section the MHCLN will be exam-
The World Health Organisation’s proposition ined through a short vignette. The vignette out-
that there can be ‘no health without mental health’ lines assessment and support for a person within
(Prince et al., 2007) has important implications the continuum from hospital to community where
for MHCLN practice. Global burden of disease no other service is available. Peplau’s model will
data suggests that the world-wide burden for non- be demonstrated as being versatile and adaptable
communicable diseases (such as endocrine, car- enough to be readily applied to people with acute,
diac and mental health) was 48.9% in 2005 and acute-on-chronic or chronic physical diseases.
is projected to rise to 56.9% by 2030. In 2005
the neuropsychiatric disorders component of this VIGNETTE
was 28%. A report by the Academy of Medical Jason1 was a 62-year-old man referred to the
Royal Colleges (AMRC) and Royal College of MHCLN led clinic by a Cardiac Rehabilitation
Psychiatrists (RCP) (2009) indicates that patients Nurse for assessment of depression and anxiety
with chronic diseases and a mental health disorder after being admitted with angina. Jason and his
such as depression were twice as likely to present wife Maxine had been touring remote and outback

1
Not his real name.

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Conceptualising the functional role of mental health consultation–liaison nurse CN
South Australia in a mobile home at time of his latest Jason and his son had similar personality styles and
angina attack. They had been pursuing this lifestyle problem solving methodologies – which followed
of roving and rambling for the past 10 years. He a need to fix things and do it my way fashion – this
was initially medically assessed in hospital, where he was also corroborated by Maxine who was included
reported a change in his sense of self, a feeling of in all follow-up sessions. Over several one-to-one
loss of control and a general nervousness and inabil- sessions with the MHCLN, Jason identified ways
ity to make decisions with a negative outlook on of improving his relation with his son by exploring
future and a reduction in his quality of life. Further different problem solving techniques – some of
he reported preoccupation with issues, increased this through role play. Maxine was also provided
worrying, poor sleep and feeling ‘anxious, nervous with support and encouraged to voice her own
and edgy’. His wife agreed with this self assessment, anxieties around recent events and how she saw
and both felt that there ‘was no depression’, more Jason’s progress.
an ‘adjustment to life issues’. Further assessment At finish of follow-up, Jason and Maxine
revealed that Jason had recently had an argument reported the resolution of anxiety provoking issues
with his son about his grandson’s birthday party that had been identified and explored above, and
which had increased his anxiety and distress. were just waiting for clearance from the cardiolo-
The MHCLN met with Jason. The conversa- gist to resume their travelling. In using Peplau’s
tion focused on Jason’s reported anxiety feelings theory, the MHCLN had fulfilled many roles
and provided education in verbal and written including stranger, resource, teacher, counsellor,
formats about anxiety, causation and perpetuat- surrogate, companion, advocate and leader in the
ing factors using his symptoms and self-story as development, establishment and continuation
guideposts. Through further exploration of recent to resolution of the nurse–patient or therapeutic
events, Jason identified three main areas which relationship. The focus was on developing a shared
underlay his anxiety – his cardiac condition and experience where the client was the centre of focus
newly diagnosed aortic regurgitation and cardio- and maintained control of the relationship. The
myopathy, loss of control of and interruption of ability for the MHCLN to provide support in
current lifestyle and relationship issues with his both hospital and community settings, expands
son. The ability of Jason to identify the underly- the vision of the role and provides a broader scope
ing causes for his anxiety/nervousness had a clear for continuity of care, especially where services
effect on his outlook regarding current situation, may not exist and where patients do not meet
with the development of a more positive outlook entry criteria into existing community mental
about the future. Further follow-up appointments health services. McNaughton (2005) highlighted
were organised at the caravan park they were stay- the naturalistic use of Peplau’s theory in home vis-
ing so ongoing monitoring could be put in place iting/community follow-up of patients.
and future surgery could be organised. The MHCLN provided information and edu-
Follow-up in the community lasted 5 months cation to ward and cardiac rehabilitation nursing
until after surgery. The MHCLN worked with staff around Jason’s anxiety/internal dissonance
Jason on identified problems, providing further and strategies in identification, exploration and
education and support regarding surgery and supporting patient’s experiences. Through this
outcomes in conjunction with specialist cardiac process, the MHCLN was able to support the
rehabilitation nurses, which included a likely time patient’s transition through primary, secondary
frame in which he and Maxine could continue their and tertiary healthcare systems through specialist
lifestyle and therefore the transition to being more advocacy, collaboration and liaison with nursing,
in control of life. During exploration of relation- medical and other allied health specialists as well
ship issues with son, it soon became apparent that as the patient’s primary care general practitioner.

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CN Michael K Merritt and Nicholas Procter

CLINICAL LEADERSHIP providing patients with methodologies which allow


At the interface between physical and mental health them to work through the psychological distress/
the MHCLN is well situated to establish links and internal dissonance that exists in relation to their
partnerships of an enduring nature between allied adjustment to changes in life roles precipitated by
health providers, patients, patient advocacy groups, physical illness. This dissonance can be seen from
families and carers to develop a culture of enhanc- a biological-psychiatry model in the emergence of
ing collaborative care and mental health literacy. anxiety, depression and abnormal/psychogenic illness
This model gives rise to Servant Leadership – a behaviours. In the sharing of the patient’s journey of
relatively recent concept in the literature on lead- discovery, the MHCLN acts as a fellow traveller, a
ership styles. ‘A servant leader serves constituents guide and companion and in some instances a lexi-
by working on their behalf to help them achieve con that allows the patient to give a name to the dis-
their goals, not simply the leader’s goals’ (DuBrin, sonance that they are experiencing. The emphasise
Dalglish, & Miller, 2006, p. 69). Servant leader- of this working along-side the person experiencing
ship in mental health is accomplished when clini- mental distress to establish a meaning that best fits
cians and colleagues become wiser, empowered and her/his experience has been underpinned by Crowe,
more autonomous. Servant leadership emphasises Carlyle, and Farmar (2008).
the leader’s role as host, facilitator and enabler of In modern healthcare systems, patients often
the resources (human, financial, educational and spend little time in hospital once the acute phase of
otherwise) needed to ensure a positive clinical out- their physical illness is has passed. This has as much
come for an individual, group or community. It to do with improved community care aligned with
encourages leaders to demonstrate humility, have evidence-based medical and nursing interventions,
mindfulness in what they say, do think and feel increasing demands on hospital systems, public sec-
while staying simultaneously focused on achiev- tor Medicare/insurance reimbursement, primary
ing results in line with the agreed directions and health care initiatives and the development of a vari-
organisation’s values and integrity. ety of government and non-government community
As a clinical servant leader, the MHCLN is a support services. Given this, the full utilisation of
partnership broker, participating in and leading Peplau’s theory needs to occur across the care spec-
change in the workplace. This change can be for- trum – in both hospital and community settings.
malised into professional administrative policies to The ability for the MHCLN to work across clinical
facilitate access to intervention services across the settings is important for patients to be able to reduce
health spectrum. Through this work there is scope and/or resolve their psychological distress/internal
to influence the role and function of how health dissonance where no other service is available.
services are delivered at local, state and national As such the MHCLN may not know enough of
government levels to build social connectedness the impact that their role has upon patients, carers
and social inclusion for people with mental health and health professional colleagues. This highlights
problems and their carers. The MHCLN is, in this the need for the MHCLN to initiate and conduct
sense a ‘leader as connector’ who actively promotes clinically focused research on early intervention
clinical continuity and collaboration with special- strategies of clinical assessment, engagement
ist health services and advocates for adequate ser- and treatment of mental health problems. There
vices for people with mental health problems at is scope for this research to be interdisciplinary
both patient and systemic levels. incorporating both qualitative and quantitative
measures specifically addressing phase specific
CONCLUSION treatments and strategies for the patient’s narrative
Peplau’s interpersonal relations theory is by its nature to unfold. The emphasis of research should there-
and scope an engagement process that is about fore be applied and interventionist to help ensure

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that the MHCLN is an enabler of interventions depression: A randomized control trial. Age and
to prevent secondary disability associated with Ageing, 36(4), 436–442.
physical or mental health problems. Over time DuBrin, A. J., Dalglish, C., & Miller, P. (2006).
the MHCLN can make informed evidence- Leadership (2nd Asia-Pacific ed.). Milton, QLD:
based clinical decisions by ensuring that previous John Wiley.
Gastmans, C. (1998). Interpersonal relations in
research is critically reviewed and integrated into
nursing: A philosophical-ethical analysis of
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the work of Hildegard E. Peplau. Journal of
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Journal of Mental Health Nursing, 9, 19–28. Received 04 February 2009 Accepted 21 October 2009

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