Professional Documents
Culture Documents
“I come to present the strong claims of suffering human- This is a chapter about advocacy at the individual,
ity. I come to place before the Legislature of Massachu- community, and system levels—and advocacy’s
setts the condition of the miserable, the desolate, the relationship to policy. Because this is a chapter
outcast. I come as the advocate of helpless, forgotten, about advocacy, this is also a chapter about nursing.
insane men and women; of beings sunk to a condition Although nursing’s relationship with advocacy
from which the unconcerned world would start with real deserves refinement, nursing practice is rooted in
horror.” advocacy on behalf of and alongside those who are
—Dorothea Dix sick, vulnerable, and in need of care.
31
32 UNIT 1 Introduction to Policy and Politics in Nursing and Health Care
care and the promotion of health, nurses are also little difference in whether the patient’s condition
frequently engaged in issue advocacy, addressing such improved or deteriorated.
issues as access to care and disease prevention. The primacy of loyalty as a nursing ethic came
Through professional organizations such as the under attack in 1929 in a most unusual place. In a
American Nurses Association (ANA) and the Ameri- hospital in Manila, The Philippines, a physician
can Association of Nurse Anesthetists (AANA) (see ordered a new graduate nurse, Lorenza Somera, to
Chapter 35), nurses serve as advocates for the nursing administer cocaine injections, instead of procaine
profession itself by educating and appealing to state injections, to a tonsillectomy patient (Winslow,
and federal legislators and policymakers to promote 1984). Somera loyally carried out the physician’s
safe workspaces for nurses and to safeguard the order, resulting in the death of the patient. Although
nursing scope of practice. it was clear that the physician had erred in ordering
the wrong medication, he was acquitted of all charges
while Somera was found guilty of manslaughter for
THE NURSE AS
failing to question the orders of the physician
PATIENT ADVOCATE
(Winslow, 1984). The Somera case sparked world-
Patient advocacy is a frequently described, but poorly wide protests from nurses and served to push nursing
understood, concept in nursing. It is viewed as a toward independent practice and accountability. It
central tenet of nursing practice, both in the U.S. and was also one of many events that led to a recon
around the world (Allcock, 1989; Altun & Ersoy, ceptualization of the dominant nursing metaphor
2003; Bu & Jezewski, 2007; Foley, Minick, & Kee, from loyalty to physicians to advocacy for patients
2000; Gale, 1989; Hanks, 2005; Kohnke 1978; Mathes, (Winslow, 1984).
2005; McSteen & Peden-McAlpine, 2006; Morra,
2000; Vaartio, et al., 2006). Despite widespread accep-
tance of the role of patient advocate by nurses in the
CONSUMERISM, FEMINISM, AND
published literature, there is little understanding
PROFESSIONALIZATION OF
of what nursing advocacy is, how (and whether or
NURSING: THE EMERGENCE OF
not) it is performed by nurses, and what results
PATIENTS’ RIGHTS ADVOCACY
from nursing advocacy (Baldwin, 2003; Grace, 2001;
Mallik, 1998). During the 1960s and 1970s, influenced by feminist
Winslow (1984) identified two major metaphors— and consumer-rights ideologies, nursing advocacy
loyalty and advocacy—espoused by nursing leaders became the dominant metaphor for nursing (Hewitt,
and educators from the profession’s birth through the 2002; Mallik, 1998; Winslow, 1984). The concept of
mid 1980s. Loyalty as a metaphor for practice was “nurse as advocate for the patient” recognized the
rooted in the “battle against disease” and featured inherently oppressive nature of patienthood, wherein
rigid hierarchies that were prevalent in military prac- the patient is vulnerable as a result of his or her illness
tice settings through the 1940s (Winslow, 1984). and unable to care for himself or herself (Bu &
Instructional books from the early period of the pro- Jezewski, 2007). Advocacy for the patient was thus
fession characterized the nurse as a warrior in the framed as rejection of loyalty to the physician, freeing
battle against disease and illness, glamorizing a life of nurses to develop their own professional identity.
“toil and discipline” in which nurses pledged loyalty Indeed, adoption of the patient advocate role occurred
to their physician leaders (Winslow, 1984). The simultaneously with the professionalization of nursing
primary goal of loyalty by nurses was to project and (Porter, 1992; Shirley, 2007). As a construct for
reinforce confidence in the health care enterprise. nursing practice, advocacy had the advantage of being
Nurses were explicitly taught that loyalty to the physi- seen as morally good for patients, as well as providing
cian equated with faithfulness to the patient (Winslow, an opportunity for nursing to promote professional
1984). This was particularly important prior to the autonomy (Kosik, 1972; Winslow, 1984). Typical of
advent of penicillin and other modern therapies, the literature produced during this period, Kosik
when many infectious diseases could not be effec- (1972) asserted that “nurses must serve as advocates,”
tively treated and seeking medical care often made arguing that:
CHAPTER 5 Advocacy in Nursing and Health Care 33
While nursing advocacy has been widely internal- Perhaps the most devastating critique of nursing
ized as a core professional value by many nurses, advocacy, especially considering the high value nurses
critics have questioned the utility of nursing advocacy place on evidence-based practice, is that the phenom-
as a framework for practice and have argued that few enon is poorly understood (Hewitt, 2002). Despite
nurses are actually engaged in advocacy activities. substantial attention to nursing advocacy since the
Several critics have questioned whether or not nurses early 1970s, there is a dearth of scientific research
have the capacity to serve as advocates, noting that exploring the phenomenon. Only a handful of
many nurses lack the institutional and personal power researchers have undertaken any scientific explora-
required to advocate for patients’ rights (Bernal, tion of nursing advocacy. Most of these are qualitative
1992; Grace, 2001; Hanks, 2007; Hewitt, 2002; researchers who have focused on understanding the
Mackereth, 1995; G. W. Martin, 1998). Hewitt (2002) concept of nursing advocacy and how nurses inter-
points out that “for the nurse to be in a position to nalize and enact the nursing advocacy role. Despite
empower patients, it is necessary for the nurse to be their inability to fully explain nursing advocacy, these
first empowered” (p. 444). studies have resulted in remarkable consistency with
While it is well understood that the oppressive respect to identifying advocacy functions and per-
nature of the medical establishment impairs patient sonal traits and characteristics of nurses that appear
autonomy, it is less clear why nurses view themselves to promote or inhibit advocacy behaviors. A flaw in
as well suited to act as patient advocates (Mallik, these analyses is that they operate within the con-
1997b; G. W. Martin, 1998; Negarandeh, Oskouie, structs of existing nursing advocacy frameworks,
Ahmadi, & Nikravesh, 2008; O’Connor & Kelly, 2005). leading to a repetition of existing constructs and
One central theme in the nursing advocacy literature ideas.
is that nurses are uniquely situated to serve as patient
advocates because they spend the most time with
ADVOCACY OUTSIDE THE
patients and have the most influence over the patient’s
CLINICAL SETTING
experience while the patient is hospitalized or ill (Bu
& Jezewski, 2007; Curtin, 1979; Hanks, 2007; G. W. Nursing advocacy isn’t limited to clinical settings.
Martin, 1998; Schroeter, 2002, 2007). The intimacy of Nurses are expert health care providers who are well
nursing care has been suggested as the mechanism by positioned to advocate for policies and practices that
which nurses are able to engage in existential advo- promote and encourage health. Three types of nursing
cacy behaviors (i.e., empowerment advocacy) (Curtin, advocacy influence policy, population health, and the
1979). In a study of nursing elite in the United profession of nursing: issue advocacy, community
Kingdom, Mallik (1998) found that nursing leaders and public health advocacy, and professional
viewed the intimate nursing relationship with suspi- advocacy.
cion. One subject in her study stated:
ISSUE ADVOCACY
[T]his complete “under the skin oneness” is a The nursing care of patients necessarily extends
piece of impertinence really. I mean somebody beyond the hospital or clinic. Consider that symptom
who has 55 years of history behind them walks management for many patients requires interven-
through the door and suddenly you are their best tions that are not purely medical. For example, mental
friend and you know everything there is to know health nurses frequently set goals with their patients
about them, it’s a bit beyond the pale. (Mallik, to integrate patients into the community. The reality
1998, p. 1005) is that patients with mental illness cannot be expected
to integrate into the community without the existence
Others have argued that when nurses assume the of health care services and programs that support
role of advocate, they unfairly and inappropriately such integration. Mental health nurses are frequent
stake an exclusive claim to the role, alienating other advocates for these programs and services. This issue
health care team members that arguably engage in advocacy directly promotes improved patient out-
advocacy behaviors in the course of their professional comes, although it does not involve advocacy on
duties (Hewitt, 2002; Mallik, 1997a). behalf of any one individual.
CHAPTER 5 Advocacy in Nursing and Health Care 35
Importantly, issue advocacy is almost always best Nurses, however, are well positioned to work with
accomplished through the formation of coalitions. communities to mitigate social determinants of illness
Nurses are excellent coalition partners, bringing and promote health. Community health nurses
evidence-based expertise and professional credibility routinely interact with community leaders to im
to any debate. Muckian (2007) describes a successful prove community conditions that impact health. For
grassroots coalition of nurses, patients, families, and example, Longo and colleagues (2010) describe a
other advocates that organized to reverse budget cuts nursing-led indoor air quality assessment for persons
to a Wisconsin in-home Medicaid program for chil- exposed to volcanic air pollution from the ongoing
dren with autism. The in-home service program pro- eruption of the Kilauea volcano in Hawaii. Previous
vided one-on-one behavioral care to children with research identified that toxic emissions from the
autism (Muckian, 2007). Despite the fact that research volcano resulted in an increase in cardiopulmonary
had demonstrated the effectiveness of the program in symptoms among the residents of the Ka’u District of
promoting learning and improving integration of Hawaii (Longo, et al., 2010). Nurse-researchers eval-
autistic children into traditional education class- uated the penetration of toxic volcanic emissions at
rooms, Wisconsin eliminated the program in the face hospitals, schools, and libraries in the District and
of a substantial budget shortfall (Muckian, 2007). A found elevated levels of toxins (Longo, et al., 2010).
coalition of advocacy organizations, parents, and This research added evidence that supported ongoing
health care professionals, including nurses, quickly and new prevention programs to reduce the impact
mobilized to save the program (Muckian, 2007). The of toxic air pollution. It serves as an example of how
coalition lobbied members of the legislature and offi- community health nursing research and interven-
cials at the Wisconsin Department of Health and tions serve to advocate for health at the population
Family Services to restore the program (Muckian, level.
2007). Although the coalition became fragmented, as
different interests emerged in the development of an PROFESSIONAL ADVOCACY
ultimate policy solution, the program was eventually Nursing, and nurses, matter. Consider the fol
restored and services resumed (Muckian, 2007). lowing:
Nurses were instrumental in the effort as they pro- • Nurses compose the largest segment of the health
vided evidenced-based expertise that was used to help care workforce;
craft policies directly impacting children. Nurses have • Patients are in frequent contact with nurses who
been active in influencing health reform legislation. deliver almost all of the care to patients in the
Organizations such as the ANA have called for uni- hospital setting (Needleman, 2008); and
versal health care, and nurses have testified about the • Research has demonstrated that the amount and
importance of health reform (Olshansky, 2009). quality of nursing care that patients receive is
directly related to a number of health outcomes
COMMUNITY AND PUBLIC HEALTH ADVOCACY (Needleman, 2008).
While reforming the health care system is important, Because nurses have a direct relationship to the
and nurses’ input into reform is critical, advocacy in health of patients, advocacy on behalf of the nursing
support of health extends beyond issue advocacy. profession is a powerful form of patient advocacy.
There is wide agreement among researchers, policy- Advocacy on behalf of the profession frequently
makers, and providers that social structures and involves examining issues such as workplace safety,
behaviors have a significant impact on health. The nurse/patient ratios, expanded scope of practice, and
quality of the environment, the nature of human rela- limitations on malpractice liability. At the national
tionships, the durability of the social infrastructure, level, organizations such as the ANA attempt to
and the justice inherent in the social order are all, in provide broad representation of nursing interests to
isolation and in combination, powerful determinants members of congress, policymakers, and thought
of health status. These social determinants of health leaders. Advanced practice nurses (APRNs) and their
and illness are complex, multifactorial, and almost representative organizations are known to be highly
entirely unresponsive to the biomedical interventions effective advocates at the state and federal level.
that are the core of the current health system. Through advocacy of advanced practice nursing,
36 UNIT 1 Introduction to Policy and Politics in Nursing and Health Care
these nurses also advocate for improved access to care they were” so that advocacy skills were essentially
and the reduction of health disparities in communi- ingrained in their personhood (Foley, Minick, & Kee,
ties. Major policy issues impacting APRNs and fre- 2002, p. 184). Other nurses reported learning advo-
quent areas of advocacy include: reimbursement for cacy skills by watching their colleagues or mentors
services at the same level as physicians when deliver- engage in advocacy behaviors (Foley, Minick, & Kee,
ing similar services; advocacy of neutral terms to 2002). Still others reported that it wasn’t until they
describe health care providers (e.g., “provider” instead gained confidence as a nurse that they felt comfort-
of “physician”); and obtaining and securing prescrip- able engaging in advocacy (Foley, Minick, & Kee,
tive authority for appropriately qualified APRNs 2002). These findings are problematic for those inter-
(Ray, 2008). ested in teaching advocacy skills, as they suggest that
advocacy skills are primarily a part of individual per-
sonality or are learned in practice, and not during
BARRIERS TO SUCCESSFUL
formal education.
ADVOCACY
Zauderer and colleagues (2008) outlined a
Like any political activity, advocacy is time-consuming political-organizing educational program for nursing
and requires a significant commitment on the part of students that focused on empowering students to be
the nurse. Whether it is direct patient advocacy aware of, and to participate in, the political process.
requiring the nurse to stay late after a shift to work This program focused on political activism and
with a family, or issue advocacy involving research included a trip to the state capital to lobby legislators
around an issue and meetings with members of the (Zauderer, Ballestas, Cardoza, Hood, & Neville,
legislature, some nurses are unwilling or unable to 2008). While this training approach is likely useful
devote the time needed for successful advocacy. to build skills in advance of a specific legislative
For those who make the commitment of time and encounter and is certainly valuable, it is not clear if a
energy to become advocates, other barriers may exist, political-organizing framework is sufficient to prepare
including lack of education and training about students to act as advocates in their practice upon
advocacy skills or outright fear of retribution from graduation.
employers or governmental organizations as a McDermott-Levy (2009) described a unique
result of advocacy activities (Galer-Unti, Tappe & opportunity to train students in advocacy for envi-
Lachenmayr, 2004). Each of these barriers is discussed ronmental health. During a clinical experience, one
in the following paragraphs. of McDermott’s students cared for a patient with
laryngeal cancer (McDermott-Levy, 2009). In the
EDUCATION AND TRAINING course of caring for the patient, the student discov-
One of the major barriers to successful nursing advo- ered a history of laryngeal cancer in the patient’s
cacy is a lack of education and training in advocacy immediate family. Further investigation revealed that
during formal nursing education. While some schools the family may have been exposed to carcinogens
of nursing offer programs or units to expose students while living in a coal-mining community (the patient’s
to political processes, typically limited to visits to state father worked in a coal mine as well). McDermott
board of nursing meetings or legislative committees, suggests that nurses trained in environmental health
few educational programs are designed to promote would be well positioned to advocate for patients and
advocacy skills in nurses. Faculty may not model communities in these situations. Considering the
effective advocacy behaviors. Since nursing remains a work of Foley and colleagues (2002) described earlier
heavily female-populated profession, this has resulted in the chapter, organic clinical encounters are likely
in oppressed group behaviors that have inhibited to be extraordinary opportunities to introduce stu-
faculty in schools of nursing from effectively training dents to advocacy skills. Consider that these students
students in advocacy (Hewitt, 2002). could have engaged in any number of advocacy activi-
In one of the few examples of research into how ties related to the environmental exposure—all from
nurses learn and engage in advocacy, Foley, Minick, an encounter with one patient. In their groundbreak-
& Kee (2002) discovered that some nurses reported ing study of nursing education, Benner and colleagues
feeling as though advocacy was “deeply rooted in who (2010) call for greater attention to nursing advocacy
CHAPTER 5 Advocacy in Nursing and Health Care 37
in the schooling, learning, and teaching process. They patient directly to the ICU where the patient arrived
accurately point out that “[e]nthusiasm for nursing as a in stable condition and was successfully intubated.
social good is a motivation for both students and Unfortunately, the patient experienced respiratory
teachers, and a ‘moral source’ against frustration and arrest a few minutes later and died. Although the
fatigue” (p. 206). patient’s demise was not related to any delay in intuba-
tion that may have taken place due to the transfer to the
INSTITUTIONAL BARRIERS AND ICU, Finnerty’s employer terminated her employment
FEAR OF RETRIBUTION (although the termination was later changed to a resig-
Advocacy, whether on behalf of patients or in support nation) as a result of her “gross negligence—failure to
or opposition to issues, is typically associated with follow direction from [the] treating physician.” Shortly
some degree of “rocking the boat.” After all, if the thereafter, the California Board of Registered Nursing
status quo were effective, there would be no need for filed a complaint against Finnerty alleging unprofes-
advocacy (unless, of course, you were advocating for sional conduct and gross negligence and incompe-
the preservation of the status quo). Speaking up for tence and seeking the revocation or suspension of her
what you believe can be a risky endeavor. Consider license (Finnerty v. Board of Registered Nursing, 2008).
that many nurses fear advocating for better workplace The Board determined that Finnerty had inappropri-
conditions, or for patient safety, for fear that their ately substituted her clinical judgment for the physi-
employers will retaliate against them. While many cian’s and that her actions violated the nurse practice
health care institutions respect the contribution of act, and they issued a revocation of her license.
nursing and promote nursing autonomy, nurses who Finnerty appealed the decision up to the California
fear retaliation for doing the right thing have plenty Court of Appeals, claiming that “she was required by
of examples to substantiate their concerns. And it the Board’s standards of competent performance ‘to
isn’t just health care organizations that have retaliated act as Mr. C.’s advocate by taking him to the ICU for
against nurses who were strong advocates: govern- intubation, rather than permitting intubation to take
mental organizations such as state boards of nursing place in an environment that was not equipped for
also send mixed signals about nursing advocacy. intubation.’ ” The case of Ellen Finnerty calls into
Consider the interesting, and perhaps troubling, question whether and how nurses can act as advocates
case of Ellen Finnerty, a Registered Nurse from Cali- for patients in the face of questionable decision
fornia who was terminated from her job and had her making by other members of the health care team.
Registered Nursing license revoked by the California What would happen if the nurse didn’t question the
Board of Registered Nursing based on her advocacy intubation in the medical-surgical environment and
for a patient under her care. Finnerty had worked as the patient had an adverse outcome?
a Registered Nurse for 20 years and was serving as a
charge nurse on a medical-surgical floor when one of
SUMMARY
her patients developed respiratory problems (Finnerty
v. Board of Registered Nursing, 2008). According to the Advocacy is widely viewed as a fundamental nursing
court records, the patient was exhibiting labored role—whether on behalf of patients, communities, or
breathing, but had stable vital signs. The treating phy- the profession, and in crafting policy solutions. While
sician ordered that the patient be intubated immedi- many nurses are engaged in advocacy behaviors, there
ately while on the medical-surgical unit. Finnerty are significant barriers to advocacy by nurses. First,
disagreed with the physician’s order, claiming that the while some boards of nursing require that nurses
patient should be taken to the ICU for the intubation engage in advocacy, others appear to punish nurses
because the medical-surgical unit lacked the appro- who stand up for what is right. Second, there is tension
priate equipment to perform the procedure and between nurses’ loyalty to patients (or communities,
nurses were distracted handling many patients during the profession, or policies) and nurses’ obligations to
the change of shift. Despite Finnerty’s objection, the institutions (e.g., hospitals). Finally, advocacy educa-
physician reaffirmed the order for the intubation. tion and training is not a routine component of most
Finnerty then countermanded the order directly, formal nursing education programs, leaving nurses to
unplugged the patient’s bed, and transferred the rely on their colleagues to learn effective advocacy