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Article history: Purpose: To create and validate educational material for patients undergoing orthognathic surgery.
Received 22 April 2012 Methods: The design included five phases: (a) a review of the literature regarding surgical complications;
Received in revised form (b) gathering information on the needs of patients through blogs and virtual communities; (c) evaluating
11 October 2012
patient perceptions of the post-operative period through a focus group; (d) obtaining information
Accepted 18 October 2012
through specialists using the Delphi technique and validation by judges; and (e) validation by patients in
terms of understanding the exhibited material.
Results: The first three phases of the study and the first round of the Delphi technique assisted in
Keywords:
educational technology
generating the perioperative patient booklet. The following rounds of the Delphi technique introduced
health education modifications to improve the material, with the judges agreeing on the final material to be validated by
patient education handout patients.
perioperative nursing Conclusion: Creating a booklet involves more than simply writing summarized ideas on a paper and
teaching materials handing it to the patient. One must understand the population, involve the relevant professionals, and
obtain high-quality graphic aids for this type of educational material.
Copyright Ó 2012, Korean Society of Nursing Science. Published by Elsevier. All rights reserved.
1976-1317/$ e see front matter Copyright Ó 2012, Korean Society of Nursing Science. Published by Elsevier. All rights reserved.
http://dx.doi.org/10.1016/j.anr.2012.10.006
C.S. Sousa, R.N.T. Turrini / Asian Nursing Research 6 (2012) 166e172 167
revascularization (504 patients and 520 controls). They measured information conveyed by this dialogue is actually retained by the
quality of life with the MacNew Heart Disease Health-Related patients (Dimarco et al., 2006).
Quality of Life Questionnaire, the Hospital Anxiety and Depres- All of the time and effort spent on generating the education
sion Scale, and collected data from laboratory tests and medical booklet is worthless if patients cannot understand it. Thus, the
information. They concluded that patients undergoing intervention validation of reading comprehension with a sample of patients was
had higher levels of quality of life (Dankner et al.). A systematic part of the present study to avoid wasted effort in designing
review of postoperative education observed that 46.6% of the educational materials that patients cannot comprehend. Such
studies that met the inclusion criteria used some type of educa- materials could lead to patients abandoning them and not using the
tional material to guide patients and concluded that it was bene- information for self-care.
ficial for postoperative care to decrease postoperative symptoms Orthognathic surgery consists of osteotomy techniques per-
(Fredericks, Guruge, Sidani, & Wan, 2010). formed on the masticatory structures with the objective of cor-
Education concerning a specific surgical procedure may help recting maxillary discrepancies to establish facial and cranial
both patients and their families by increasing their awareness of balance (Ribas, Reis, França, & Lima, 2005). Therefore, orthognathic
early stage complications, minimizing fear and anxiety and helping surgery combines orthodontia and oral maxillofacial surgery to
patients to deal effectively with stress. To achieve these goals, correct dentoskeletal deformities (Espeland, Hogevold, & Stenvik,
materials should be effective, adequate for the comprehension level 2008).
of the population, respectful of its culture and informative (Serxner, The most common surgical procedures have information
2000). handouts available pre-operatively; such handouts are designed to
In most circumstances, the generation of educational materials be generic in nature in order to be applicable to all patients
requires two types of research: thematic and diagnostic. Thematic (Dimarco et al., 2006).
research involves reviewing what other authors have reported Thus, orthognathic surgery was chosen as a topic for the crea-
about the subject, understanding the various opinions of experts tion of an educational booklet because it requires specific post-
and/or to integrating some of these experts into the production operative care. Patients may also become very anxious when signs
team. One should also choose the main ideas to be addressed by the and symptoms related to surgery persist for 6 months or more,
material, as well as the theme through which the learning experi- particularly facial edema and paresthesias.
ence will be generated. However, neither expert opinion nor In the nursing field, the generation of specific educational
consultation of the existing literature is sufficient in and of them- materials has been increasing. Several studies in the literature
selves. One must also know the pedagogical context and, most report a variety of methods for generating, validating, and applying
importantly, understand the audience which is being targeted by educational materials (Danker et al., 2001; Fonseca et al., 2004;
the material (Kaplún, 2008). Generating educational materials Freitas et al., 2008; Gabrielloni et al., 2008; Guo & Arthur, 2011;
involves gathering preliminary information about the educational Oliveira, 2006; Panobianco et al., 2009; Queiroz et al., 2008;
message that will be presented to ascertain what the target audi- Reberte et al., 2012; Zombini & Pelicioni, 2011). Nurses developing
ence already knows, what they think, imagine or have ignored educational materials should have, in addition to a scientific
regarding the subject and what needs the material could address. background, knowledge of the feelings, needs, and wishes of
This is fundamental in generating the pedagogical axis (Kaplún). patients under their care (Queiroz et al.). It should also be
Two Brazilian studies (Fonseca, Scochi, Rocha, & Leite, 2004; emphasized that the creation of quality material usually requires
Panobianco et al., 2009) included information reported by patients a combination of several types of knowledge: conceptual, educa-
in educational booklets. Panobianco et al. developed educational tional, communication-related, artistic, and technical (Kaplún,
material for post mastectomy lymphedema prevention based on 2008). Thus, the goal of the present study is the creation and
discussions with professionals about language, content, and validation of a booklet regarding the postoperative period for
concerns, difficulties regarding treatment adherence and coping patients undergoing orthognathic surgery.
strategies reported by the patients. However, they did not validate
the educational material. Another Brazilian study (Fonseca et al.) Methods
applied the discussion group technique to professionals and
patients in the survey of problems and validated the content with The present study concerns methods of educational material
both groups. development. It focused on both the knowledge of the target
Another method of creating a booklet was presented in a study audience and specialists, and on the validation of the educational
of pregnant women, in which the researcher developed the content materials by expert judges and patients.
and then submitted it to content validation with patients and The proposed method involved five phases: (a) a review of the
professionals through discussion groups (Reberte, Hoga, & Gomes, literature regarding surgical complications; (b) gathering infor-
2012). mation on the needs of patients through blogs and virtual
Patient opinions are important and should be included in communities; (c) evaluating patient perceptions of the post-
educational material, as they reflect the perceived needs of operative period through a focus group; (d) obtaining information
participants who have already gone through the experience from specialists using the Delphi technique to generate the booklet
(Queiroz, Dantas, Ramos, & Jorge, 2008). Obviously, professional and validating the information obtained with expert judges; and (e)
opinions are also important, as patient opinions are based on their validation by patients through their understanding of the exhibited
own individual experiences and difficulties, which could lead to key material.
information being omitted. The Ethics Committee of the São Paulo University School of
This generation process allows for the exclusion, inclusion, and/ Nursing (Protocol no. 972/2010/CEP-EEUSP) approved this study.
or modification of educational information based on a variety of
criteria, including the surgical procedure, its complications, adju- First phase: comprehensive review
vant/alternative therapies and any other factors considered
important. Although educational materials cannot replace the During a preliminary review of general aspects of orthognathic
surgeon-patient dialogue from which free and informed consent is surgery, possible surgical complications drew the researcher’s
obtained, patients readily accept them because only a portion of the attention. Thus, the literature regarding surgical complications
168 C.S. Sousa, R.N.T. Turrini / Asian Nursing Research 6 (2012) 166e172
published up to September 2010 and addressing the question Based on the results of the first three phases, and utilizing the
“What are the surgical complications of orthognathic surgery?” Delphi technique, the booklet was generated and subsequently
were included; studies were selected mainly by virtue of their title validated by a panel of judges who were knowledgeable regarding
and abstract. The inclusion criteria were studies found using the the care of patients undergoing orthognathic surgery. Ten special-
proposed search strategy that discussed the complications of the ists were selected, including four oral and maxillofacial surgeons,
following surgical procedures: LeFort I, II and III; bilateral sagittal two nurses, two speech therapists and two nutritionists.
ramus osteotomy; maxillary segmental osteotomy; vertical Three evaluation rounds using the Delphi technique were
osteotomy; and bimaxillary orthognathic surgery with or without proposed. The first was a brainstorming question, “What is
mentoplasty. The exclusion criteria included the following: studies important for the guidance of the orthognathic surgery patient?”
discussing surgical techniques, complications during orthognathic The second round included an evaluation of the generated booklet
surgery related to anesthesia, surgical positioning, or any other based on the information from the integrative review, blogs, the
complication not linked to the intra-operative procedure, case focus group, and the results from the first round of discussion.
studies or studies performed on cadavers or animals (Sousa & Evaluation in this round focused on the coherence/pertinence and
Turrini, 2012). adequacy/clarity of the informational booklet, as well as the quality
of the illustrations. Finally, in the third round, a final evaluation of
Second phase: assessment of internet users’ needs the booklet occurred after it was amended according to the
suggestions made by the specialists during the second round.
Interactions within virtual environments are common among The first round included only the open-ended question without
people of all ages. By means of virtual communities, persons with a formal instrument. For the rounds that followed, a five-point
similar medical problems can discuss their care or exchange Likert scale (totally disagree, partially disagree, neither agree nor
information regarding surgery. This phase used data from virtual disagree, partially agree and totally agree) based on the items
environments with the following inclusion criteria: virtual comprising the design of the booklet (content with five subitems,
communities and blogs that were not administrated by surgeons or language with three subitems, illustrations with four subitems,
treatment centers/clinics and that were published in Portuguese. layout with six subitems, motivation with three subitems, and
The data was analyzed utilizing content analysis and three culture with two subitems) was created. Likert scale data were
researchers studied the content concurrently (nursing student, summed by item (content, language, illustrations, motivation and
practicing nurse and nursing professor). It began with the free culture) and by each point of the scale (totally disagree, partially
reading of the text, from which the researchers highlighted snip- disagree, neither agree nor disagree, partially agree and totally agree),
pets of interest and grouped them into categories. and subjected to descriptive statistical analysis. If the item evalu-
ated received scores below 70%, it was reviewed and subjected to
Third phase: patient perceptions regarding the postoperative period reassessment.
of orthognathic surgery
Fifth phase: validation of the booklet among patients
It was important to consider the patients’ need for information
stemming from their perceptions of the period following orthog- After the judging panel validated the booklet, a reading
nathic surgery. A total of 33 patients were invited via telephone to comprehension assessment among patients was performed. The 20
participate in a focus group, but only 9 agreed to participate. At the patients who participated in this phase had undergone orthog-
set date and time, five patients attended the meeting, with an nathic surgery with follow up in the oral and maxillofacial surgery
absenteeism rate of 44%. Despite meeting the requirement for the and trauma clinics.
minimum number of participants, the group repeatedly relayed the This sample size was determined based on the fact that only
same information, thus providing the researcher with an adequate a small number of surgeries occur in any given month (usually two
knowledge of the patients’ information needs. Therefore, neither or three), totaling 24 patients within 1 year, which was the time limit
subsequent meetings nor the creation of another postoperative set for the present study. Because some patients quit the program,
group was necessary. In terms of data analysis, three researchers a 20-patient sample size was selected. All patients were recruited
jointly performed content analysis for the chosen studies. It began from the oral and maxillofacial surgery and trauma clinic, with their
with the transcription of the audio recording of the focus group. surgeries performed in either governmental or private hospitals.
Later, a free reading of the text was performed, highlighting snip- An instrument adopted from a previous study by Oliveira (2006)
pets of interest which were then grouped into categories. was used for patient evaluation of the booklet. The instrument used
was based on the Likert scale and contained five points (totally
Fourth phase: generation of the booklet and judging panel disagree, partially disagree, neither agree nor disagree, partially agree
validation and totally agree). This instrument, containing 26 items, was
divided into the following categories: purpose, organization,
Specialists’ opinions regarding the content of the booklet were writing style, appearance, and motivation.
obtained by the Delphi technique, which allows researchers to Likert scale data were summed by category and by the points of
query a group of experts about future events via a questionnaire, the scale and subjected to descriptive statistical analysis. If the item
which is repeated until a convergence of responses is achieved, evaluated received a score below 70%, it was reviewed and sub-
a consensus that represents the consolidation of the intuitive jected to reassessment.
judgment of the group (Wright & Giovinazzo, 2000). The technique
emerged in the 1950s, created by researchers at the Rand Corpo- Results
ration who sought a method of forecasting the future. When they
discovered this method of feedback, they called it the Delphi First Phase: comprehensive review
method. It was based on the assumption that "two heads are better
than one", and worked on the premise that having more than one A total of 23 research articles met the inclusion criteria. The
opinion about a subject would lead to better decision making most common complications described included nerve lesions,
(Dalkey, 1969). infection, problems with fixation material, temporomandibular
C.S. Sousa, R.N.T. Turrini / Asian Nursing Research 6 (2012) 166e172 169
dysfunction, iatrogenic fracture, delayed wound healing, hemor- After successive readings, 204 comments from the original set were
rhage, osteotomy, enhanced pain, condylar absorption, soft tissue chosen and grouped.
laceration, open-bite, surgical relapse, dental injury, nasal septal Content analysis identified the following five categories:
deviation, and malocclusion (Sousa & Turrini, 2012). concerns during the perioperative period; fears arising during the
The complications mentioned in the booklet included the perioperative period; postoperative recovery; changes in facial
following: pain, a lack of bone fusion or fixation plate fracture, aesthetics; and regret over having had the surgery. The content of
changes in sensitivity, bruising and infection. the booklet contains answers to questions regarding kissing,
attending parties and returning to daily activities after surgery.
Second phase: assessment of internet users’ needs Third phase: patient perceptions regarding the postoperative period
of orthognathic surgery
Internet searches focused on six blogs and two virtual
communities, for a total of eight sites containing information and Comments of the patients during the focal group were recorded
discussions regarding orthognathic surgery, resulting in 1,328 and transcribed for content analysis. Six categories were identified:
comments from patients in the preoperative or postoperative topics addressed in the booklet; difficulties experienced by the
stages or who were otherwise interested in the surgical procedure. patients in the postoperative period; surgical recovery time and
Figure 1. Some pages of educational material (booklet cover, how the orthognathic surgery works, postoperative careeoral hygiene, mouth opening, applying ice, exercise).
170 C.S. Sousa, R.N.T. Turrini / Asian Nursing Research 6 (2012) 166e172
self-image; aesthetic results from the surgical procedure; impor- Table 1 Comparison of Results Obtained on Second and Third Validation Rounds of
tance of the booklet; the best time to present the booklet to Education Technology Using the Delphi Technique (2011)
lead to oversimplification and generalizations regarding “what the material was insufficient to answer their concerns (Queiroz et al.,
patient wants” (Rozemberg, Silva, & Vasconcellos-Silva, 2002). 2008).
Other patient preferences include the unanimous wish to receive Patients share information about their care or experiences on
the written information in a booklet or leaflet format, with text, the internet in the postoperative period. This information acts as
figures, and color; there is also the expectation that the material an indicator of the possible weaknesses in the instructions
can be kept reviewed at home and answer further questions provided by the health care professionals, suggesting that the
(Fonseca et al., 2004; Queiroz et al., 2008; Toral, Conti, & Slater, patient either did not receive or did not understand the instruc-
2009; Zombini & Pelicioni, 2011). These findings were also tions provided. This can actually impair recovery because the
observed in the present study. In addition, studies in the field of patient may receive inappropriate care or may not seek profes-
education can increase patient involvement in the surgery sional help early enough at the onset of any complication, thus
decision-making process and the use of booklets can improve potentially worsening complications. However, this lack of guid-
communication between the surgeon and the patient (Dimarco ance can be remedied by the provision of educational material.
et al., 2006).The validation process was regarded similarly in One should not expect the patient to read all of the material at
different studies of educational materials (Fonseca et al.; Oliveira, once, but should be encouraged to keep it on hand to review
2006; Reberte et al., 2012), with evaluation coming from both instructions, seek clarification, prevent complications and provide
professionals and patients. However, agreement between the two an uneventful recovery.
groups was not discussed in detail. To assess the booklet, contributions from experts and patients
There was increasing agreement regarding the booklet content are required. However, there is no standardized way of evalu-
among the professionals in the present study between the second ating agreement during the judging panel validation process.
and third rounds of the Delphi technique. The Likert scale items Some studies use qualitative evaluation, while others choose
“agree” and “strongly agree” showed values of 30.9% and 68.6%, a quantitative method with no defined standards. Considering
respectively, in the third round. These values were not combined, as that 70% or higher agreement rates were obtained in the present
was done in another study regarding material generation for women study, the results obtained by our methods can be considered
undergoing mastectomy that grouped “agree” and “strongly agree” satisfactory.
together (Oliveira 2006). However, if the same approach were used The present study was limited by the fact that it only included
in the present study, 99.5% agreement would have been the patients with health insurance coverage and with better access to
outcome. Language, one of the evaluation dimensions for the information. In addition, the patients were recruited from a single
judging panel, exhibited the lowest score among all the items orthognathic surgery clinic. This may particularly affect the evalu-
according to the judges. However, according to patient evaluations, ation of this educational material, as the opinions expressed about
this was the highest scoring item, thus showing that the adopted the educational material may reflect the social characteristics of the
language is readily understood and adequate for the target audience. population seen in this clinic. It is likely that patients with a lower
During generation and validation of the booklet used in the level of education would rate the language item lower than the
present study, the main difficulties were related to the number of participants in this study.
patients. The researcher needed a larger number of patients to A larger sample size could be more beneficial in terms of
increase knowledge of the population; however, this was impos- comments and would be a better representation of the population
sible due to the high rate of absenteeism in the meetings.To travel undergoing orthognathic surgery. Furthermore, the use of different
somewhere to aid in research is not a common practice in the instruments for the professional and patient evaluations did not
Brazilian population. Accordingly, a low number of participants allow for the establishment of a relationship between the percep-
were also found in other studies (Fonseca et al., 2004; Queiroz et al., tions of both groups.
2008), ranging from four to six patients.
For the evaluation of booklets, previous studies (Gabrielloni,
Conclusion
Bueno Gonçales, & Barbieri, 2008; Oliveira, 2006; Reberte et al.,
2012) used different instruments because there is no single
Throughout the present study, every agent involved in the
Portuguese-language instrument to evaluate the appropriateness
perioperative process took part in generating the booklet,
of educational material. In other studies (Queiroz et al., 2008;
demonstrating the involvement of a multidisciplinary team in
Zombini & Pelicioni, 2011), focus groups were emphasized for
patient care. The material design and validation involved scientific
qualitative analysis of the material for patients.
knowledge, teamwork, and consideration of the patients receiving
Patient evaluation regarding the understanding of the written
the material. The use of the Delphi technique to create the draft of
material showed an agreement rate of 33.8% and a total agreement
the booklet, starting with the specialists and including the needs of
rate of 59.6% (a combined rate of 93.4%). Choosing neither agree nor
patients undergoing orthognathic surgery, presented a satisfactory
disagree might be related to a lack of correlation with the patient’s
outcome.
own experience in the postoperative period. Some patients, when
The booklet created and validated in this study will assist
reading and evaluating the material, performed a comparison with
healthcare personnel to improve the education of patients
their own personal experience, although that was not the goal of
undergoing orthognathic surgery, and decrease the need for
the material, which consisted only of assessing the comprehension
patients to use the internet to find answers to their questions,
of the information given.
reducing their fear of a long and difficult recovery. Additionally,
In a Brazilian study regarding the design of educational material
the method used to create and validate the booklet can be used
for mothers of preterm infants preparing for hospital discharge, the
by health care personnel to develop other educational materials
nursing staff agreed that the material supports the guidelines given
and improve the practice of perioperative education of their
to mothers. As for the mothers’ opinions, the material standardizes
patients.
information, thus relieving discontent due to contradictory infor-
mation (Fonseca et al., 2004). Discontent arising from contradictory
information was also reported in another study concerning Conflict of interest
educational material created for patients with renal disease. In this
study, the patients mentioned that sometimes the educational The authors declare no conflict of interest.
172 C.S. Sousa, R.N.T. Turrini / Asian Nursing Research 6 (2012) 166e172