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Nursing Research January/February 2006 Vol 55, No 1, 18–25

Caring Behaviors Inventory


A Reduction of the 42-Item Instrument

Ying Wu 4 June H. Larrabee 4 Heidi P. Putman

b Background: Caring traditionally has been at the center of Effectively measuring nurse caring is critical for monitoring
nursing. Effectively measuring the process of nurse caring the quality of caring and evaluating the effectiveness of
is vital in nursing research. A short, less burdensome di- nursing.
mensional instrument for patients’ use is needed for this Beck (1999) reviewed the CINAHL database from
1982 to 1997 and identified six instruments used to mea-
purpose.
sure nurse caring behaviors. These instruments include a
b Objectives: To derive and validate a shorter Caring Behav-
checklist completed after observing a nurseYpatient inter-
iors Inventory (CBI) within the context of the 42-item CBI. action for 30 minutes (McDaniel, 1990), a visual analogue
b Methods: The responses to the 42-item CBI from 362 hospi- scale rated by patients (Hinds, 1988), and four Likert
talized patients were used to develop a short form using scales. Among the four Likert scales, one is a nurse scale
factor analysis. A testYretest reliability study was con- (Nyberg, 1990); two are patient scales with 39 and 61
ducted by administering the shortened CBI to new samples items, respectively (Cronin & Harrison, 1988; Latham,
of patients (n = 64) and nurses (n = 42). 1996); and one is suitable for dual assessment by patients
b Results: Factor analysis yielded a 24-item short form (CBI- and nurses, the 42-item Caring Behaviors Inventory (CBI;
24) that (a) covers the four major dimensions assessed by Wolf, Giardino, Osborne, & Ambrose, 1994). The CBI
the 42-item CBI, (b) has internal consistency (" = .96) and can be used to compare nurse self-evaluation and patient
judgments. In fact, patients’ perceptions on caring could
convergent validity (r = .62) similar to the 42-item CBI, (c)
provide more important input to nursing practice and
reproduces at least 97% of the variance of the 42 items in
research because patients are the recipients of the care. Self-
patients and nurses, (d) provides statistical conclusions evaluation by nurses might be affected by social desirability
similar to the 42-item CBI on scoring for caring behaviors tendency (i.e., the tendency to make the response look
by patients and nurses, (e) has similar sensitivity in de- good; Reynolds, 1982). Furthermore, recent research on
tecting between-patient difference in perceptions, (f) ob- developing patient-centered nursing models highlights the
tains good testYretest reliability (r = .88 for patients and r = importance of patients’ perceptions on the quality of caring
.82 for nurses), and (g) confirms high internal consistency (Anthony & Hudson-Barr, 2004; Webster & Cowart,
(" 9 .95) as a stand-alone instrument administered to the 1999).
new samples. Unfortunately, the three Likert scales available for
b Conclusion: CBI-24 appears to be equivalent to the 42-item use by patients are long, and patient burden becomes a
serious concern. Wolf’s CBI originally contained 75 items
CBI in psychometric properties, validity, reliability, and
describing actions and attitudes in the nursing process.
scoring for caring behaviors among patients and nurses.
Respondents were asked to rate each item in 6 levels from
These results recommend the use of CBI-24 to reduce 1 = never to 6 = always. The inventory was developed in
response burden and research costs. 1981 using a sample of 97 registered nurses (Wolf, 1981).
b Key Words: caring & instrument & nursing & validation It was reduced later to 43 items and was reviewed by a
panel of nurses (Andrews, Daniels, & Hall, 1996).
Subsequently, combining data from 278 nurses and 263

C aring is the core of nursing because of its benefits to


both nurses and patients. Caring is central to most
nursing interventions, necessary for cure to take place, the
patients, Wolf et al. (1994) conducted a factor analysis on
the 43 items, which resulted in the latest version of CBI.
With 42 items, this CBI is used to assess five dimensions of
moral and ethical basis of nursing, and the essence of
nursing (Benner & Wrubel, 1989; Condon, 1988; Fry,
Ying Wu, PhD, is Research Assistant Professor; June H. Larrabee,
1988; Watson, 1988). Moreover, patient-perceived nurse PhD, RN, is Professor of Nursing; and Heidi P. Putman, DNSc,
caring is a major predictor to overall satisfaction with hos- RN, is Assistant Professor of Nursing, West Virginia University
pital care (Larrabee et al., 2004; Otani & Kurz, 2004). School of Nursing, Morgantown.

18 Nursing Research January/February 2006 Vol 55, No 1

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Nursing Research January/February 2006 Vol 55, No 1 Caring Behaviors Inventory 19

caring: BAssurance^ of human presence, months prior to completing the ques-


professional BKnowledge and Skill,^ tionnaire. Eligible patients were
BRespectful^ deference to other, positive approached by one of three data collec-
BConnectedness,^ and BAttentiveness^ to tors (graduate student nurses). After
the other’s experience. The 42-item CBI obtaining informed consent, the data
showed high testYretest reliability (r = .96) collector assessed the patient’s reading
and internal consistency (" = .96). Caring is the core of ability using a quick (G 5 minutes)
Researchers have identified the CBI screening instrument, the Rapid Esti-
as highly reliable, friendly to use,
nursing because of its mate of Adult Literacy in Medicine
and valuable in providing a quantifica- benefits to both nurses (Davis et al., 1993), which included
tion of nurse caring in global and three lists of words about common
and patients.
dimensional measures (Andrews et al., medical words, lay terms for body
1996; Coulombe, Yeakel, Maljanian, & parts, and illnesses. The reading ability
Bohannon, 2002). However, the length was scored based on the number of
of the questionnaire is a concern, par- correct pronunciations among all given
ticularly among acutely ill patients. The words. Patients (n = 182) who had low
length may have contributed to the qqq reading levels, left their reading glasses
failure of many patients to complete at home, or felt too ill to complete the
all items (Coulombe, 2002). Recently, Coulombe et al. questionnaire without assistance were interviewed by data
(2002) derived an abbreviated version of CBI using regres- collectors. The rest of the patients and all the RNs
sion and suggested a selection of six items. The reliability completed the questionnaire without help.
of this six-item scale when presented solely to a sample A repeated measure study for obtaining testYretest re-
remains to be determined. Moreover, the six items describe liability of the shortened CBI was conducted during 2004 in
nurse attitudes in the caring process (nonbehavioral) and the same hospital. The new version was administered to
this single-construct scale allows only a global measure- patients and nurses on two occasions. Eligibility criteria of
ment. Nurse caring, reflecting the richness of persons- participation for patients and nurses were the same as
in-relationship, requires a multidimensional approach for described above. From the list of eligible patients provided
measurement (Boykin & Schoenhofer, 1990; McBride, by a nurse working in the study units, 66 were randomly
1989; Watson & Lea, 1997). Therefore, a less burdensome, selected for the survey. Because of the relative unpredict-
multidimensional scale for obtaining patients’ perceptions ability of patient discharges, the testYretest data from
on nurse caring behaviors is needed. patients were collected 24 hours apart. From the list of
In this study we develop and validate a shorter CBI eligible nurses provided by the unit manager or their rep-
within the context of the 42-item CBI. Because the context resentative, 56 nurses were randomly selected to be sur-
of the CBI has been developed with input from nurses alone veyed. Because some nurses worked only 1 or 2 days a week,
(Wolf, 1986), validation of the instrument among patients testYretest data from nurses were collected 5 days apart.
was needed. Using homogeneous nurse or patient samples All data were collected in a confidential manner;
might reaffirm the dimensions of nurse caring (Beck, 1999; patient identifiers were accessible only to the data collec-
Wolf et al., 1994). Accordingly, our analysis strategies tors and the principal investigator. The survey study in
included the following stages: (a) 362 patient responses to 2000 and the testYretest study in 2004 were approved by
the 42-item CBI were used to shorten the instrument by the university’s Institutional Review Board.
factor analysis, (b) validation of the shortened form was
examined among the 362 patients and the 90 nurses, and Patient Measurements
(c) testYretest reliability of the shortened CBI was con- Patient demographics items included age, gender, employ-
ducted in new samples of 64 patients and 42 nurses. ment status, marital status, income, and years of education.
The number of days hospitalized was calculated by sub-
tracting the admission date from the data collection date.
Methods Pain intensity at time of interview was measured by the
Procedure Patient’s Worst Pain Scale (Cleeland et al., 1994), rated
Data used for constructing a shortened CBI were collected from 0 = no pain to 10 = the worst pain I have ever had.
during 2000 for the cross-sectional study of inpatient The five-item Satisfaction with Life Scale (Diener, Emmons,
hospital nursing care (Larrabee et al., 2004). The 42-item Larsen, & Griffin, 1985) was included also (" = .9). The
CBI was administered to 362 hospitalized patients from mean value of the five items (range 1Y5) was used in the
medical, surgical, and intensive care step-down units at an analysis, with a higher score indicating higher level of
academic medical center in northern West Virginia. The satisfaction.
42-item CBI was also administered to 90 registered nurses A global measurement of patient satisfaction with nurs-
working on the study units to assess caring behaviors rated ing care was assessed by the question, BOverall, how good
by nurses. Patient selection criteria were as follows: 18 was the nursing care that you received?^ from the patient’s
years of age or older, able to speak and read English, judgments of nursing care surveyVa modified version of
without a psychiatric diagnosis, and admitted to one of the the Nursing and Daily Care subscale (Meterko, Nelson,
study units for at least 24 hours. Nurse participants must & Rubin, 1990). Response options ranged from 1 = poor
have been employed on the study units for at least 3 to 5 = excellent.

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20 Caring Behaviors Inventory Nursing Research January/February 2006 Vol 55, No 1

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TABLE 1. Characteristics of the Two Patient TABLE 2. CBI-24 and Its Factor Structure
Samples (N = 362 patients)

Survey in TestYretest in F1 F2 F3 F4
2000 (N = 362) 2004 (n = 64)
Factor 1VAssurance
Age (years) Returning to the patient voluntarily .60 .29 .24 .36
17Y30 64 (18) 6 (9) Talking with the patient .51 .34 .44 .32
30Y50 125 (35) 27 (42) Encouraging patient to call if there .68 .34 .36 .03
50Y87 173 (48) 31 (48) are problems
Male gender 184 (51) 29 (45) Responding quickly to the .62 .27 .18 .43
Race patient’s call
White 351 (97) 62 (97) Helping to reduce the .67 .36 .28 .24
Black 6 (2) 2 (3) patient’s pain
Asian 3 (1) 0 (0) Showing concern for the patient .69 .29 .45 .16
Native American Indian 2 (1) 0 (0) Giving the patient’s treatments and .67 .27 j.02 .36
medications on time
Residential setting
Relieving the patient’s symptoms .59 .30 .38 .29
City 197 (54) 22 (35)
Factor 2VKnowledge and Skill
Rural 165 (46) 41 (65)
Knowing how to give shots, .33 .76 .07 .17
Employed 191 (54) 33 (53)
IVs, etc.
Marital status
Being confident with the patient .18 .73 .40 .18
Single 91 (26) 7 (11)
Demonstrating professional .28 .75 .22 .22
Married 180 (51) 39 (61) knowledge and skill
Divorced 38 (11) 7 (11) Managing equipment skillfully .34 .72 .14 .20
Widowed 40 (11) 11 (17) Treating patient information .39 .51 .16 .07
Separated 7 (2) 0 (0) confidentially
Days hospitalized Factor 3VRespectful
1 92 (25) 4 (6) Treating the patient as an .16 .15 .77 .18
1Y2.5 79 (22) 12 (19) individual
3Y6 127 (35) 30 (48) Attentively listening to the patient .21 .16 .82 .18
Q7 63 (17) 16 (26) Supporting the patient .33 .16 .65 .37
Pain level at interview Being empathetic or identifying .20 .40 .57 .47
0 (no pain) 80 (22) 24 (38) with the patient
1Y3 (light) 141 (39) 20 (31) Allowing the patient to express .22 .42 .54 .42
feelings about his or her disease
4Y7 (moderate) 119 (33) 15 (23)
and treatment
8Y10 (intense) 19 (5) 5 (8)
Meeting the patient’s stated and .45 .27 .54 .36
Income unstated needs
G $10,001 110 (37) 10 (26) Factor 4VConnectedness
$10,001Y$20,000 75 (25) 10 (26) Giving instructions or teaching .18 .19 .17 .73
$20,001Y$30,000 58 (20) 7 (18) the patient
$30,001 or more 54 (18) 11 (29) Spending time with the patient .39 .02 .21 .72
Education (years) Helping the patient grow .15 .19 .33 .71
G9 37 (10) 7 (11) Being patient or tireless with .33 .39 .21 .54
10Y13 242 (68) 35 (57) the patient
14Y21 78 (22) 19 (31) Including the patient in planning .13 .47 .32 .50
his or her care
Values are presented as n (%). Eigenvalue 12.67 1.51 1.13 1.00
Percentage of variance 53 6 5 4

Study Samples study in 2004 (64 paired data) are presented in Table 1.
Characteristics of the two-patient samples for the cross- The mean age of the 362 patients was 48.5 years. Among
sectional survey in 2000 (N = 362) and the testYretest the 66 patients participating in the repeated measure

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Nursing Research January/February 2006 Vol 55, No 1 Caring Behaviors Inventory 21

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TABLE 3. Comparisons Between the Two Instruments for Scale Internal Consistency, Mean Score,
and Standard Deviation

Patients (N = 362) Nurses (N = 90)


" Mean (SD) (min, max) " Mean (SD) (min, max)
Overall CBI index
CBI-42 .98 4.33 (0.59) (1.33, 5) .98 4.11 (0.58) (1.83, 5)
CBI-24 .96 4.29 (0.61) (1.14, 5) .96 4.10 (0.58) (2.09, 5)
d .04 .01
Assurance
CBI-42 .95 4.33 (0.66) (1.45, 5) .96 4.19 (0.66) (1.58, 5)
CBI-24 .92 4.34 (0.65) (1.14, 5) .92 4.19 (0.62) (1.88, 5)
d j.01 0
Knowledge and skill
CBI-42 .87 4.55 (0.55) (1.60, 5) .84 4.35 (0.49) (3, 5)
CBI-24 .87 4.59 (0.53) (1.80, 5) .83 4.40 (0.49) (3, 5)
d j.04 j.05
Respectful
CBI-42 .90 4.32 (0.60) (1.27, 5) .94 4.05 (0.62) (1.83, 5)
CBI-24 .91 4.34 (0.65) (1.14, 5) .92 4.19 (0.62) (1.88, 5)
d j.02 j.14
Connectedness
CBI-42 .90 4.22 (0.68) (1.11, 5) .91 3.89 (0.62) (1.60, 5)
CBI-24 .82 3.93 (0.84) (1.25, 5) .87 3.69 (0.68) (1.83, 5)
d .29**** .20*

Note. CBI-42 refers to the original Caring Behaviors Inventory with 42 items. CBI-24 refers to the shortened version with 24 items. The score differences (d) were
examined by t test. *p G .05; ****p G .0001.

study, 64 returned both test and retest surveys. The mean the items with loadings smaller than .4 on any factor were
age of these patients was 50.0 years. Both samples were deleted. Items that loaded on more than one factor with
predominantly White (97%) and all patients were from close loadings greater than .4 were removed also because
West Virginia. these items were not a pure measure of any one dimension.
The 90 nurses responding to the 42-item CBI had a The factor analysis procedure was conducted again on the
mean age of 34.6 years (range 20Y64 years) and 93.3%
were female. Among the 56 nurses participating in the
repeated measure study, 42 returned both test and retest q
surveys. Their mean age was 40 years (range 23Y57 years) TABLE 4. Validation of the Two Instruments
and 90% were female. Among Patients (N = 362): Pearson
Correlation Coefficients

Analysis The 24 items The 42 items


The responses to the 42 items of the CBI were collapsed
into five levels by combining the options of never and Convergence
almost never because of very low frequencies on these Patient satisfaction .62**** .63****
options. Mean value was used for scoring caring behaviors Association
in the five dimensions and at the overall level.
Age .26**** .25****
Exploratory factor analysis was performed on the 42
items using Varimax rotation. The number of meaningful Education j.11* j.11*
factors to retain was determined by the eigenvalues-one Satisfaction with life .19*** .17***
criterion (Ferketich & Muller, 1990; Polit & Hungler, Pain level at interview j.11* j.11*
1999). Any factor that displays an eigenvalue greater than
1.00 accounts for a greater amount of variance, and such a Note. *p G .05, **p G .01, ***p G .001, ****p G .0001.
factor is worth retaining. To reduce the number of items,

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22 Caring Behaviors Inventory Nursing Research January/February 2006 Vol 55, No 1

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TABLE 5. Test–Retest Reliability, Internal Consistency of CBI-24 In the New Samples

Patients (n = 64) Nurses (n = 42)


Cronbach " Cronbach "
Time 1 Time 2 Pearson r Time 1 Time 2 Pearson r
Overall CBI index .98 .98 .88 .95 .96 .82
Assurance .95 .97 .91 .91 .90 .78
Knowledge and Skill .93 .96 .80 .83 .83 .67
Respectful .95 .94 .79 .88 .92 .80
Connectedness .84 .88 .84 .81 .86 .73

remaining items to identify the factor structure for the nursing care behaviors (Wolf, Colahan, & Costello, 1998):
shortened CBI. BCaring was integral to the humanizing characteristic of
Convergent validity indicates whether a measure related advocacy and could have been related to a patient’s satis-
to other observed variables consistently with theoretically faction^ (p. 100). Recent research by Larrabee et al. (2004)
derived predictions (Streiner & Norman, 1999). Patient sat- confirms that patient-perceived caring was a primary pre-
isfaction with caring was used as a convergent variable of dictor of patient satisfaction with caring. Therefore, we

FIGURE 1. Comparisons of scoring by the two


instruments across varying patient characteristics
(N = 362). CBI-42 refers to the original Caring
Behaviors Inventory with 42 items. CBI-24 refers to
the shortened version with 24 items. CBI-24 CBI-42.
, CBI-24; , CBI-42.

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Nursing Research January/February 2006 Vol 55, No 1 Caring Behaviors Inventory 23

calculated the Pearson coefficient correlation of CBI-24 its moderate correlations with patient characteristics in-
and the patient satisfaction score to assess convergent cluding age (r = .23), satisfaction with life (r = .19),
validity. Previous studies also indicated that patients’ education (r = j.11), and pain level at time of interview
perceptions on caring behaviors were influenced by age, (r = j.11). The patients who were older, who felt less pain
gender, and degree of pain (Baer & Lowery, 1987; Latham, at time of interview, who received less education, and who
1996). For further examination of construct validation, we reported higher levels of satisfaction with life were related
assessed the bivariate associations of CBI-24 with each of to significantly higher scoring on perceived nurse caring. In
these patient characteristics. The results were compared addition, the strengths of association of these variables
against those from the 42-item CBI. with CBI-24 were similar to those of the original scale (see
Internal consistency of the two instruments among Table 3). The comparable patterns of relationship provided
patient and nurse populations was assessed by Cronbach’s further evidence of validity for both CBIs.
", which tested whether all the items in a scale measured The overall index of CBI-24 reached high internal
the same concepts (Streiner & Norman, 1999). consistency for both patients and nurses (" = .96). For the
The mean scores of the two instruments, showing four subscales, " values ranged from .82 to .92. Patients’ "
caring behaviors rated by patients and nurses respectively, values were close to nurses’ " values. In addition, the "
were compared. When the CBI was used primarily to assess values of CBI-24 closely mirrored those of the original
population levels of perceived caring rather than individual scale, except for the Connectedness subscale (see Table 4).
opinions, group t test was appropriate for examining Test-retest reliability is shown in Table 5, Pearson
significance of the score difference. correlation coefficients between scores
Because patients’ feeling of being cared ranged from .67 to .91 for the overall
for was expected to be different based score and the four dimensional scores
on patient characteristics, sensitivities of among patients and nurses, indicating
the two instruments (Ferketich, 1991) good response stability. The " values
in response to potential between-patient With the new ranged from .83 to .98 among patients
difference were examined by mean and nurses, indicating high internal
score profiles over patient groups. four-factor structure consistency reliability.
Pearson correlation coefficients of in the shorter version
the CBI-24 scores obtained at Time 1 Comparison of Descriptive Statistics
and Time 2 were calculated. The " value proposed in this study, No significant difference in sample
of CBI-24 as a stand-alone instrument distinctions among mean scores was found when using the
was examined again in the new samples two instruments for measuring caring
of patients and nurses. the dimensions behaviors at overall level and on di-
become clearer. mensional levels including Assurance,
Knowledge and Skill, and Respectful
Results dimensions (see Table 4). The CBI-24
CBI-24 and Its Factor Structure derived a lower mean (3.9 vs. 4.2) when
qqq assessing connectedness behavior. Be-
Of the 362 patients responding to the
42-item CBI, 4 patients who answered cause patients with different ages and
less than 20 questions were excluded. Factor analysis pain levels showed larger difference in CBI scores, the
yielded a 24-item short form (CBI-24). Among the 18 trends of scoring by the two instruments over age and pain-
items discarded, one item BCalling the patient by his/her level groups are displayed in Figure 1. Parallel profiles
preferred name^ did not load on any factor (loadings G .4) demonstrated that the two instruments have similar
and 17 items loaded on more than two factors with very sensitivity in detecting between-patient differences in per-
close loadings (e.g., BUsing a soft, gentle voice with the ceptions of overall caring behaviors.
patient^ was loaded on three factors with loadings .41, .46,
and .46). The minimum eigenvalue criterion of 1.0
Discussion
suggested four factors for the remaining 24 items. The
eigenvalues ranged from 1.0 to 12.67. The four factors The CBI-24 derived from this study using factor analysis
explained 68% of the total variance in the 24 items. Each (a) covers the four major dimensions assessed by the 42-
of the 24 items was loaded on only one factor with loading item CBI; (b) reaches high levels of internal consistency and
exceeded .5, indicating that the items in a factor were well convergent validity similar to the 42-item CBI; (c) repro-
clustered. The clusters of items were similar to the original duces at least 97% of the variance of the 42 items in
CBI although a few items were permuted (see Table 2). The patients and nurses; (d) provides statistical conclusions
CBI-24 reached R2 of .98 in regression for the 42-item CBI similar to the 42-item CBI on scoring for caring behaviors
using 358 data from patients, and R2 of .97 using 90 data by patients and nurses; (e) has similar sensitivity in
from nurses. detecting between-patient differences in perceptions; (f)
obtains good testYretest reliability; and (g) confirms high
Validity and Reliability internal consistency as a stand-alone instrument adminis-
Convergent validity of CBI-24 was demonstrated by its tered to the new samples of patients and nurses.
significant relationship with patient satisfaction score (r = This study also addresses the concerns about the
.62). Construct validity of CBI-24 was demonstrated by validation of the 42-item CBI on a homogeneous patient

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24 Caring Behaviors Inventory Nursing Research January/February 2006 Vol 55, No 1

sample (Wolf et al., 1994). The consistent results of refine the indicator of this concept, the Caring Behaviors
convergent validation across the two instruments among Inventory. q
patients reinforce the reliability of the CBI. Previous
research on nurse caring reveals that patients with higher
levels of pain received more supportive nursing care (Baer Accepted for publication May 23, 2005.
& Lowery, 1987; Latham, 1996). Wolf et al. (1998) also This project was supported by a West Virginia Univeristy seed grant.
indicated that it was easier to care for more seriously ill and The authors thank Zane Robinson Wolf for allowing the use of the
dependent patients than those who were less so. Patients Caring Behaviors Inventory, and Amy Sparks and Amy Myers for
their assistance in data collection.
with the most intense pain (Levels 9 and 10) rated higher
Corresponding author: Ying Wu, PhD, Research Office, West Virginia
on perceived caring behaviors than others (see Figure 1), University School of Nursing, PO Box 9640, Morgantown, WV
which was remarkably consistent with the theoretical 26506-9640 (e-mail: ywu@hsc.wvu.edu).
results. The ability of both CBIs to detect such perception
differences suggests the accuracy of the CBIs in reflecting
the amount of nursing actions, providing further evidence References
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