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Plumer’s

PrinciPles & Practice of infusion theraPy

NiNth editioN

Preface

For nearly 44 years, Plumer’s Principles & Practice of Infusion Therapy has retained its position as the most reliable, complete source of information addressing intravenous therapy for practicing clinicians, educators, and students. Completely updated and revised to meet the changing needs of our professional practice, this ninth edition, like its predecessors, provides the most current base of knowledge available to those who share the responsibility of ensuring high-quality infusion care to patients in diverse clinical settings.

The practice of infusion therapy is a multifaceted one. Infusion therapy is at the core of patient care. Our practice continually evolves as a result of changing patient care delivery systems, the impact of managed care, reengineering of the health care system, and the impact of integrated health care delivery systems. These changes have had a dramatic impact on our professional practice as we move on the continuum from care delivered in the acute care environment to care delivered in alternative sites. One thing remains unchanged, however, and that is the continuous need for an unprecedented high level of expertise for delivering infusion therapy.

Plumer’s Principles & Practice of Infusion Therapy, ninth edition, has been updated and reorganized to produce a resource that clearly exceeds these needs. The addition of even more boxes, tables, safety and legal issues, step-by-step directions, nursing alerts, tables, and references to the World Wide Web and evidence-based practice create an easy-to-use format with easy-to-access references. With a focus on the Licensed Independent Practitioner (LIP), you will recognize the changes that have been implemented. An integrated approach to content results in a streamlined five-section organization. Part 1 reviews the history of infusion therapy, risk reduction and performance improvement, legal safeguards, nursing role and responsibilities, application of the Infusion Nurses Society Standards of Practice, and Nurse and Patient Education. New content addresses shared governance models, knowledge sharing, mentoring, and applications for Magnet Recognition.

Part 2 has undergone extensive change. Now addressing assessment and monitoring, this section has been expanded to encompass fluid and electrolyte balance, principles of parenteral fluid administration, relevant anatomy and physiology, laboratory data, ongoing monitoring, and complications and nursing interventions as well as evidence-based infusion practice. A new section on sentinel events and reflex sympathetic dystrophy discusses the challenging clinical outcomes that we now face.

Part 3 has been renamed Clinical Decision Making. In this section, we present current information about infusion equipment and safety; methods for assessing product and equipment needs; short peripheral lines; central vascular access; and expanded approaches to access and monitoring, which encompasses intra-arterial, reservoir, subcutaneous infusion, intraventricular and intraosseous routes. New contributing authors have created a user-friendly section that meets your continuous learning needs.

Patient-Specific Therapies are addressed in the revamped Part 4. A plethora of talented contributing authors has created the most current and complete source of information available today. Mary E. Hagle led a team of clinical experts that completely updated the section on blood and blood component therapy, including factor II and factor V Leiden disorders, consistent with the dramatic changes in practice and the revised standards. The addition of a new coauthor to the chapter on pain expanded on the solid base of information created by

x Preface

Barbara St. Marie, emphasizing practical aspects of care, IV conscious sedation, and continuous local anesthesia. The chapter on pharmacology applied to infusion therapy has been updated with an emphasis on therapeutic monitoring and drug level ranges.

Part 5 addresses Special Populations. The pediatric infusion therapy chapter has new co-authors who have updated Anne Marie Frey’s original work. Infusion therapy in the older adult and across the continuum of care rounds out this section. And finally, the future of infusion nursing has been renamed The Future of Infusion Nursing: A Global Approach, with a focus on the growth of the specialty worldwide. Thus, we proudly offer you an updated, state-of-the-art ninth edition.

Revised to meet the needs of the clinician responsible for delivering high-quality infusion care, regardless of the clinical setting in which care is provided, Plumer’s Principles & Practice of Infusion Therapy, ninth edition, retains its place as the most essential tool available in infusion practice today. May you enjoy it and gain value from it.

acknowleDGMents

Plumer’s Principles & Practice of Infusion Therapy, ninth edition, is the result of the collaborative efforts of its original authors, Ada Lawrence Plumer and Faye Cosentino, and the contributions of veteran authors Anne Marie Frey and Barbara St. Marie, Mary E. Hagle, and myself. This edition welcomes a coauthor, Mary E. Hagle and the contributions of a team of collaborators from multiple national medical centers. We are so grateful to them for their valuable contributions to this text, and for the contributions that they have individually and collectively made to our professional practice. I would also like to thank the manufacturers of infusion products and equipment for their information and assistance, as well as the authors and publishers who permitted use of their copyrighted materials in producing this text.

A special thank you to Lisa Marshall for her encouragement, support, and technical assistance in developing a superior manuscript—one that readily supports the Plumer name. Thanks are extended to William Eudailey, PharmD and to the late David Blaess, RPh, who served as my mentors and who taught me to apply the principles gleaned from Plumer’s book to my daily practice. Men of vision, they gave me the opportunity to explore the world of infusion therapy.

There are so many professionals in the infusion specialty whose names are synonymous with quality; these individuals are seasoned professionals as well as novices. You will continue to generate passion for infusion therapy in those with whom you work for years to come. You may have been taught by one of your mentors or colleagues; you, in turn, have the responsibility to teach others. We must develop future generations of leaders in the infusion specialty practice; we must think globally with a vision for the future. Thus, once again, all proceeds from the ninth edition of Plumer will go to the Global Education Development Institute, an organization whose mission is to foster the professional and personal growth of nurse leaders in developing countries.

And so, to the countless numbers of infusion specialty nurses throughout the world who promote quality outcomes each and every day of their lives, regardless of the clinical setting in which care is delivered, this book is for you.

Finally, thanks to my husband Steve, and to my family, for delighting in and acknowledging my continuing passion for infusion therapy. — SMW

Infusion therapy is not done in isolation, nor is advancing our practice, professional development, or creating a text that serves as a resource for nurses new to infusion therapy or experts from different areas. It has been a pleasure promoting a team of clinicians to share their expertise from all areas of practice that support infusion therapy. It is a privilege to work with Sharon again and bring a new edition to realization.

Grateful appreciation is extended to Mark and my family for their questions, humor, and limitless support to advance quality and safety in health care and infusion therapy. —MEH

sPecial acknowleDGMents

As Plumer’s reaches 44 years as the premier source of information in infusion therapy, it is appropriate to recognize the woman who first penned this text. The name Ada Plumer is synonymous with infusion therapy. A leader, pacesetter, and cofounder of the professional society, Plumer set the tone for our professional practice, served as a mentor to many nurses, and encouraged excellence in the delivery of intravenous nursing care. Ms. Plumer wrote, “In spite of the increasing use and importance of parenteral therapy, little training is required of the average therapist to carry it out. It is considered sufficient by some that the therapist be able to perform a venipuncture. This does not contribute to the optimal care of the patient whose prognosis depends upon intravenous therapy. The purpose of this book is to present a source of practical information essential to safe and successful therapy.” Ada Plumer was a visionary; little could she know that the knowledge base would expand to such a critical level, and that infusion nurses would advance from novice to expert, continuing to educate nurses through publication of their findings, their practices, and their research.

From my first entry into this rapidly changing field to today, I have used Plumer’s book as a reference, a guide, and a bible for professional practice. Plumer’s retains its position today as the only complete source of information available to the practicing clinician, student, and educator. The success of the current edition is attributed to Plumer … the growth of our practice is likewise a result of her initial efforts; we remember her with great respect. Many thanks from all of us in whom you have instilled a passion for excellence in infusion nursing practice.

Contributors v

Preface ix

Acknowledgments xi

Special Acknowledgments xiii

List of Tables xix

Part 1 oVerView of infusion theraPy 1

1 History of Infusion Therapy 3

Early History and Methodology 3

The Infusion Nurses Society, Inc. 9 Infusion Nursing in the 21st Century 11

2 Minimizing Risk and Enhancing Performance 13

Professional Nursing Practice and Legal Safeguards 13

Professional Nursing and Performance Improvement 21

3 Nursing Role and Responsibilities 37

Role Delineation 37

Scope of Practice 38

Collaborative Role of the Nurse 38

Role of Infusion Nursing Teams 38

Resource Nurse 39

Mentor 40

Educator and Knowledge Sharer 41

Barriers 41

Overcoming the Barriers 41

The Evolving Role of Knowledge Sharer 41

The Innovator 42 Magnet Team Member 42

Shared Governance 44

Advocate 45

Researcher 46

Role as a Leader 46

IV Department Considerations 47

Impact of Cost Containment on Teams 51

The Future of Infusion Nursing 52

4 Standards of Practice 56

The Standards 56

Nursing Practice 56

Patient Care 59

Documentation 59

Infection Prevention and Safety Compliance 59

Site Care and Maintenance 60

Infusion-Related Complications 60

Other Infusion-Related Procedures 60

Infusion Therapies 60

5 Nurse and Patient Education 64

Knowledge Sharing 64

The Infusion Nurse 65 Infusion Nurses’ Education, Competency, and Professional Development 66

Education for Patients Receiving Infusion Therapy 77

Conclusion 83

Part 2 clinical assessMent anD MonitorinG 89

6 Anatomy and Physiology Applied to Infusion Therapy 91

Vascular Anatomy and Therapeutic Goals 91

Systems and Organs Involved in Infusion Therapy 93

7 Diagnostic Testing and Values 108

Clinical Significance of Blood Collection for Testing 108

Practice Standards in Testing 109

Collecting Blood and Blood Components 111

Common Laboratory Tests 117

Complementary and Alternative Medicine 137

8 Fluid and Electrolyte Balance 142

Overview of Physiology 142

Objectives of Fluid and Electrolyte Therapy 157

Fluid and Electrolyte Disturbances in Specific Patients 159

Summary 169

9 Principles of Parenteral Administration 173

Parenteral Fluids 173

Kinds and Composition of Fluids 176

Nursing Focused Assessment 190

Clinical Disturbances of Water and Electrolyte Metabolism 195

10 Complications and Nursing Interventions 203

Understanding Complications 203

Local Complications 204

Systemic Complications 213

Additional Hazards: Particulates 228

Ongoing Monitoring and Precautions 237

11 Evidence-Based Infusion Practice 245

Practice Based on Evidence 245

Evidence-Based Practice 246

Creating a Culture of Evidence-Based Practice 249

Steps for Practice Based on Evidence 249

Evidence-Based Practice and Outcomes 259

Part 3 clinical Decision MakinG 265

12 Infusion Delivery Systems and Safety 267

From Idea to Inception 267

Safety Principles and Selection of Equipment 270

Equipment Safety and Use 297

13 Peripheral Venous Access 303

Infusion Therapy with Short Peripheral Catheters 303

Patient Preparation for Peripheral Venous Access 304

Considerations for Short Peripheral Catheter Infusion 307

Vein Selection 309

Initiating Peripheral Venous Access with Short Catheters 312

Midline Catheters 328

Phlebotomy for Therapeutic Purposes 330

14 Central Venous Access 335

Central Venous Access 335

Indications for Central Venous Access Devices 338

Overview of CVAD Types 339

Education and Training for Health Care Personnel 345

Infection Prevention and Control 345

Central Venous Access Device and Site Selection 346

Preparation for CVAD Insertion 349

Insertion of the Central Venous Catheter 350

CVAD Descriptions 355

Implanted Ports 361

Implanted Infusion Pump 365

Maintenance of Central Venous Access Devices 366

Complications of Central Venous Catheters or Devices 378

Nursing Practice: Skilled, Knowledgeable, and Safe 387

15 Expanded Approaches to Access and Monitoring 391

Significance of Expanded Access 391

Arterial Blood Sampling and Pressure Monitoring 392

Peripheral Arterial Catheters and Monitoring 398

Purpose and Use of Arterial Blood Gas Analysis 401

Hemodialysis/Renal Replacement Therapy 417

Intraosseous Infusion Devices 420

Ventricular Reservoirs 422

Part 4 Patient-sPecific theraPies 427

16 Parenteral Nutrition 429

History of Parenteral Nutrition 429

Overview of Parenteral Nutrition 430

Indications for Treatment 431

Nutritional Assessment 433

Decision for Nutritional Support 441

Nutritional Requirements 441

Parenteral Nutrition Solutions 445

Administration of Parenteral Nutrition 452

Nursing Management 459

Patient Surveillance 461

Complications of Parenteral Nutrition 463

Home Parenteral Nutrition 472

17 Blood and Blood Component Therapy 480

Blood and Blood Component Therapy—21st Century Considerations 481

Basic Immunohematology 483

Pretransfusion Testing, Blood Donation, and Blood Preservation 485

Whole Blood 489

Red Blood Cells 490

Platelets 493

Granulocytes 495

Plasma 496

Summary 526

18 Pharmacology Applied to Infusion Therapy 530

Administering Drug Therapy by the Intravenous Route 530

Advantages of the Intravenous Route 531

Disadvantages of the Intravenous Route 534

Safeguards to Minimize Hazards of Administering Intravenous Drugs 539

19 Antineoplastic Therapy 553

Role of the Intravenous Nurse in Chemotherapy/Biotherapy Education 553

Safe Preparation, Handling, and Disposal of Chemotherapeutic and Biologic Agents 564

Overview of Antineoplastic Therapy 571

Systemic Drug Delivery Technique 608

Complications of Chemotherapy Administration 620

Hypersensitivity and Generalized Anaphylactic Reaction 622

Management of Side Effects 635

20 Pain Management 651

Role of Nurses in Pain Management 651

Definitions of Pain 656

Mechanisms of Pain 660

Pain Management Strategies for the Infusion Nurse 660

Documentation of Pain: The Fifth Vital Sign 676

Part 5 sPecial PoPulations 685

21 Pediatric Infusion Therapy 687

Infusion Therapy in Infants and Children 687

Psychosocial Stages of Development 687

Physiologic Stages of Development 697

Infusion Therapies for Neonates and Children 707

Conditions and Disease States 711

Types of Access 715

Infusion Equipment 734

Alternate-Site Infusion Therapy 736

22 Infusion Therapy in an Older Adult 743

Demographics: An Aging Population 743

The Older Adult Patient as a Health Care Consumer 745

Access and Equipment 751

IV Therapy Maintenance and Monitoring 753

Summary 754

23 Infusion Therapy across the Continuum of Care 757

The Evolving Health Care Environment 757

Influence of Managed Care 758

Home Health Care 759

Hospice 776

Subacute Care Facilities 777

The Infusion Suite or Ambulatory Infusion Center 778

Long-Term Care 779

Future Infusion Technology for Alternate Care Programs 780

24 The Future of Infusion Nursing: A Global Approach 784

Overview 784

Strategic Partnering 785

Nursing Image 785

The Environment 786

Shifting Paradigms 792

International Migration 793

A Global Perspective 793

Excellence 793

A Solid Past and a Secure Future 794

Answers to Review Questions 799

Glossar y 801

Index 808

list of tables

Table 1–1 Twentieth‐ and Twenty‐First‐Century Progress in Infusion Therapy 5

Table 2–1 Sources of Standards of Care Related to Infusion Therapy 15

Table 2–2 Advancing Patient Safety: 14 Years of Advancing the Evidence 23

Table 2–3 Simple Rules for the 21st Century Health Care System 24

Table 2–4 The IOM Quality Chasm Series 25

Table 2–5 National Patient Safety Standards Related to Infusion Therapy 28

Table 2–6 National Quality Indicators 31

Table 3–1 Barriers of Knowledge Sharing 41

Table 3–2 Reassessing the Role of the Infusion Team 44

Table 3–3 The Magnet Characteristics of a Professional Practice Environment Forces of Magnetism 1983 (McClure) 45

Table 3–4 Simulation Teaching Models 52

Table 4–1 Phlebitis Scale 61

Table 5–1 Curriculum Plan and Content for Care of the Patient with a Peripherally Inserted Central Catheter (PICC) 68

Table 5–2 Simulation Case Worksheet and Scenario 72

Table 5–3 Example of Competency Assessment Form 76

Table 5–4 Infusion Nurse Certification and Providers 78

Table 5–5 Patient Care Education Content Based on Setting 80

Table 5–6 Patient/Caregiver Education Resources for Medication 82

Table 5–7 Patient Teaching Evaluation Tool 83

Table 6–1 Layers of the Epidermis 93

Table 6–2 Layers of the Dermis 94

Table 6–3 Determining the Appropriate Peripheral Venipuncture Site 103

Table 7–1 Standards for Diagnostic Testing 110

Table 7–2 Selected Laboratory Values 118

Table 7–3 Examples of Conversions to Système International (SI) Units 120

Table 7–4 Advantages and Disadvantages of aPTT and Anti‐Xa Monitoring 132

Table 7–5 Recommended Laboratory Evaluation for Suspected Underlying Hypercoagulable State 133

Table 7–6 Clinically Important Interactions of St. John’s Wort (SJW) 138

Table 7–7 Herb or Supplement and Drug‐Type Interactions with Possible Effects 139

Table 8–1 Intracellular and Extracellular Concentrations and Related Serum Values 153

Table 8–2 Plasma Electrolytes 153

Table 8–3 Fluid and Electrolyte Maintenance Requirements 158

Table 8–4 Differentiating Acidosis from Alkalosis 159

Table 8–5 Selected Nursing Diagnoses for Postoperative Patient After Abdominal Surgery 165

Table 8–6 The Burn Patient Receiving Parenteral Fluid Therapy 166

Table 8–7 Rule of Nines for Estimating Burned Body Area in Adults 167

Table 8–8 Factors Contributing to Development of DKA or HHNC in Susceptible Persons 169 xix

xx list of tables

Table 9–1 Results of Infusion of Fluids with Different Tonicities 175

Table 9–2 Contents of Selected Water and Electrolyte Solutions 189

Table 9–3 Rapid Fluid Imbalance Assessment Guide 193

Table 10–1 Approximate Risks of Bloodstream Infection Associated with Various Types of Access Devices 211

Table 10–2 Genesis of Thrombosis 213

Table 10–3 Removing Air from the Infusion Set 217

Table 10–4 Microorganisms Most Frequently Encountered in Various Forms of Intravascular Line–Related Infection 220

Table 10–5 Phlebitis Signs and Symptoms as Noted in a National Guideline and Two Scales 227

Table 10–6 Culturing the Catheter and Infusate 234

Table 10–7 Particle Size Comparisons 235

Table 11–1 Models of Evidence‐Based Practice 250

Table 11–2 Evidence Table of Qualitative Findings from Studies of Patients’ Perceptions and Experiences with Implanted or Tunneled VADs 256

Table 11–3 Strength of the Body of Evidence 257

Table 11–4 National Quality Indicators 260

Table 12–1 Common Barriers to Safe Medication Administration 272

Table 12–2 Stakeholders in Intravenous Medication‐Related Events 273

Table 12–3 Peripheral VADS and Their Use 285

Table 12–4 Type I Reactions to Latex: Five Stages 293

Table 13–1 Precipitating and Aggravating Factors for Vasovagal Syncope 305

Table 13–2 Site Selection: Superficial Veins of the Arm 309

Table 13–3 Procedure for Applying EMLA Cream 315

Table 13–4 Evidence Table of Studies Comparing Effectiveness of Intradermal Injection Solutions to Reduce Pain of PIV Catheter Insertion 316

Table 13–5 Methods for Venipuncture 320

Table 13–6 Evidence Table of PIV Catheter Attempts per Patient 322

Table 13–7 Clinician Actions for Positive Displacement to Prevent Blood Reflux 324

Table 13–8 A Step‐by‐Step Approach to Basic Venipuncture 327

Table 13–9 Suggested Therapeutic Phlebotomy Procedure 330

Table 14–1 Potential Complications of CVC Insertion or CVADs 353

Table 14–2 CVAD Descriptions, Insertion Techniques, and Considerations 356

Table 14–3 CVAD Maintenance Procedures: Dressing and Cap Change, Flushing, Locking 369

Table 14–4 Needleless Connectors or Access Caps 371

Table 14–5 Dressing Change and Site Care for CVADs 375

Table 14–6 Declotting a Central Venous Catheter 381

Table 15–1 Sites for Arterial Blood Sampling or Cannulation 393

Table 15–2 Key Interventions: Postarterial Catheter Insertion Care 399

Table 15–3 Malfunctions Occurring in Arterial Pressure

Monitoring 401

Table 15–4 Select PA Monitoring Parameters 417

Table 16–1 Effects of Malnutrition 431

Table 16–2 Potential Indications for PN for Patients in the ICU 432

Table 16–3 Physical Assessment Findings in Nutritional Deficiencies 437

Table 16–4 Estimating Body Weight and Percentage Loss in PN 439

Table 16–5 Visceral Proteins 440

Table 16–6 Correction Factors for Estimating Nonprotein Energy Requirements of Hospitalized Patients 443

Table 16–7 Types of Commercially Available Lipid Emulsion 447

Table 16–8 Electrolyte Management—Daily Parenteral Nutrition 449

Table 16–9 Visible Phenomena in Total Nutrient Admixture Solutions 452

Table 16–10 Discontinuing Parenteral Nutrition 459

Table 16–11 Monitoring Parenteral Nutrition 462

Table 16–12 Laboratory Monitoring of Parenteral Nutrition 463

Table 16–13 Catheter‐Related Infections 465

Table 16–14 Potential Metabolic Complications of Parenteral Nutrition 468

Table 17–1 ABO Classification of Human Blood 483

Table 17–2 ABO Compatibilities for Red Blood Cell Components, Fresh Frozen Plasma, and Whole Blood 492

Table 17–3 Coagulation Factors 493

Table 17–4 Blood Components and Whole Blood: Action and Use, Volume and Infusion Guide, and Special Considerations and Risks 498

Table 17–5 Administration of Albumin 501

Table 17–6 Administration of Intravenous Immune Globulin 503

Table 17–7 Intervention for Suspected Transfusion Reaction 506

Table 17–8 Administration of Whole Blood or RBC Components 517

list of tables xxi

Table 18–1 Selected Therapeutic Drug Concentrations and Toxic Values 534

Table 18–2 Responsibilities for Intravenous Drug Administration 541

Table 18–3 Compounding and Administering Parenteral Medication 544

Table 19–1 Potential Barriers to Successful Patient Learning 559

Table 19–2 Educational Essentials for Patients Receiving Chemotherapy 560

Table 19–3 Quick Reference to Commonly Administered Parenteral Chemotherapeutic Agents 573

Table 19–4 Biotherapy Agents 597

Table 19–5 Hemopoietic Growth Factors 598

Table 19–6 Monoclonal Antibodies 600

Table 19–7 Routes of Administration of Antineoplastic Agents 610

Table 19–8 Nursing Assessment of Extravasation versus Other Reactions 620

Table 19–9 Emergency Drugs for Hypersensitivity or Anaphylaxis to Antineoplastics or Biotherapy 624

Table 19–10 Extravasation Kit: Items and Quantities 626

Table 19–11 Extravasation of Vesicant Antineoplastic Agents: Preventive Strategies 627

Table 19–12 Extravasation Management of Vesicant Drugs 630

Table 19–13 Key Intervention: Treating Extravasation Associated with Chemotherapy Vesicants 634

Table 20–1 Questions to Consider for Plan-Do-Study-Act (PDSA) or Quality Improvement Process 654

Table 20–2 Examples of Conversion to Subcutaneous Opioids 666

xxii list of tables

Table 20–3 Nurse’s Involvement with Epidural/Intrathecal Infusions 675

Table 21–1 Growth and Development: Intravenous Insertion Strategies for Pediatric Patients 688

Table 21–2 Erikson’s Stages of Psychosocial Development: Infancy to 18 Years 690

Table 21–3 FLACC Pain Scale 695

Table 21–4 PIPP Pain Assessment Tool 695

Table 21–5 BSPECLD Techniques 696

Table 21–6 Numbing Agents 696

Table 21–7 Calculating Maintenance Fluid Requirements 701

Table 21–8 Assessment: Parameters for Determining the Level of Dehydration 702

Table 21–9 Significant Laboratory Values for the Patient Receiving Parenteral Nutrition 706

Table 21–10 Parameters for Blood Component Therapy 708

Table 21–11 Types of Infusions Administered for the IO Route 717

Table 21–12 Commonly Used Peripheral Sites 722

Table 21–13 Routine Care and Maintenance of the Infusion Site 728

Table 22–1 The Aging of the Body’s Systems 747

Table 22–2 Special Techniques for IV Insertion in the Older Adult Patient 752

Table 23–1 Medicare Payment Rates for Intravenous Drug Infusions across Settings, 2012 761

Table 23–2 Select Examples of Home Infusion Codes 762

Table 23–3 Comparison of TJC, ACHC, and CHAP 768

Table 23–4 Patient Education: A Spanish Language Reference 772

Table 24–1 Ten Trends to Watch That Impact Nursing 787

Table 24–2 Qualities of a Good Mentor 792

Table 24–3 Terminology Associated With Knowledge Management 794

Overview O f i nfusi O n Therapy

Chap T er

History of Infusion Therapy

Hypotonicity Isotonic Parenteral Pyrogens

Safety Quill and Bladder Standards of Practice

early hisTOry and MeThOdOlOgy

Almost 400 years have passed since the discovery of blood circulation. William Harvey's 1628 research stimulated increased experimentation, and he found that the heart is both a muscle and a pump.

renaissance period

In 1656, Sir Christopher Wren, the famed architect of St. Paul's Cathedral in London, injected opium intravenously into dogs. Wren, known as the father of modern intravenous (IV) therapy, used a quill and bladder. In 1662, Johann Majors made the first successful injection of unpurified compounds into human beings, although death resulted from infection at the injection site.

In 1665, an animal near death from loss of blood was saved by the infusion of blood from another animal. In 1667, a 15-year-old Parisian boy was the first human to receive a transfusion successfully; lamb's blood was administered directly into the boy's circulation by Jean Baptiste Denis, physician to Louis XIV (Cosnett, 1989). The enthusiasm aroused by this success led to promiscuous transfusions of blood from animals to humans with fatal results, and in 1687, by an edict of church and parliament, animal-to-human transfusions

Key Ter M s

were prohibited in Europe. Nearly 150 years passed before serious attempts were again made to inject blood into people.

The 19th Century

James Blundell, an English obstetrician, revived the idea of blood transfusion. In 1834, saving the lives of many women threatened by hemorrhage during childbirth, he proved that animal blood was unfit to inject into humans and that only human blood was safe. Nevertheless, there were safety concerns, and complications persisted, with infections developing in donors and recipients. With the discovery of the principles of antisepsis by Pasteur and Lister, another obstacle was overcome, although reactions and deaths continued.

The first recorded attempt to prevent coagulation during transfusion was in 1821 by Jean Louis Prévost, a French physician who, with Jean B. A. Dumas, used defibrinated blood in animal transfusions (Cosnett, 1989).

In the middle to late 19th century, increased knowledge of bacteriology, pharmacology, and pathology led to new approaches. Ignaz Semmelweis, a Viennese obstetrician, was the first to correlate the effect of hand washing on prevention of infection. Semmelweis is credited with a 90% reduction of maternal deaths between 1846 and 1848. Meanwhile, chemist Louis Pasteur was proving that bacteria were living microorganisms, although his ideas were challenged by many researchers and practitioners.

In 1889, William Halsted of the Johns Hopkins Hospital, in cooperation with Goodyear Rubber Company, introduced the use of surgical gloves in the operating theater. Ten years later, the use of rubber gloves was widely accepted as a means of protecting patients and physicians (Sutcliff, 1992).

In 1896, the H. Wulfing Luer Company of France developed the Luer connection, allowing the head of a hypodermic needle to be easily attached and detached from a glass syringe. This connection, which is composed of tapering male and female components, is still used today to attach various pieces in an IV line. These interlocking pieces allow practitioners to change IV bags, add additional drip lines, and attach the IV tubing to the needle with minimal discomfort to the patient.

French physiologist Claude Bernard is credited with experimental injection of sugar solutions into dogs. The precursor to modern nutritional support, Bernard's experiments were followed by the subcutaneous injection of fat, milk, and camphor by Menzel and Perco in Vienna. Work in nutritional support remained at a standstill for many years.

Twentieth-Century advances

In the 20th century, IV therapy advanced rapidly. Blood transfusions and parenteral fluids, which bypass the intestines, were administered, and parenteral nutrition became possible as well. Moreover, nurses became skilled in both administering and monitoring infusions.

Pa TI en T Safe T y
Patient safety has been a concern since the 19th century.

Transfusion Therapy

In 1900, Karl Landsteiner proved that not all human blood is alike when he identified four main classifications. In 1914, sodium citrate was found to prevent blood from clotting (Cosnett, 1989), and since then, rapid advances have been made (Table 1-1).

TwenTieTh- and TwenTy-firsT-CenTury prOgress in infusiOn Therapy

year significant advancement

1900 Karl Landsteiner discovered three of four main blood groups

1914 Sodium citrate was first used to preserve blood

Hydrolyzed protein and fats were administered to animals

1925 Dextrose was used as an infusate

1935 Marriot and Kekwick introduced slow-drip method of transfusion

1937 Rose identified amino acids essential for growth

1940 Disposable plastic administration sets were developed

1945 flexible intravenous (IV) cutdown catheter was introduced

1950 Rochester needle was introduced

1960 Peripherally inserted catheter lines were introduced in intensive care areas

1963–1965 first success with hyperalimentation at the University of Pennsylvania

1964 first disposable intravenous catheter introduced by Deseret

1970 Centers for Disease Control (CDC) guidelines for IV therapy were published first edition of Plumer's Principles and Practice of Intravenous Therapy was published

1972 access with implanted ports was introduced

1972 The american association of IV nurses was organized by ada Plumer, Marguerite Knight, and colleagues

1973 The professional society name was changed to reflect a more inclusive audience—national Intravenous Therapy association (nITa)

Broviac tunneled catheter was introduced

1976 fat emulsions were used for nutritional support

1980 nITa Standards of Practice was published

nITa national Office opened

IV nurse Day was recognized by U.S. House of Representatives

1981 CDC Guidelines were revised and published

1982 Implantable ports were used for long-term access

first IV teaching program in People's Republic of China

1983 Home blood transfusion initiated

Osteoport was developed

1984 Core Curriculum for Intravenous nursing was published

1985 Intravenous nurses Certification Corporation offered its first credentialing examination (CRnI)

1986 Use of patient- controlled analgesia increased

(Continued)

Table 1-1

Table 1-1 TwenTieTh- and TwenTy-firsT-CenTury prOgress in infusiOn Therapy (Continued)

year significant advancement

1987 Development by the Centers for Disease Control and Prevention (CDC) of “standard precautions”

1987 nITa changed its name to the Intravenous nurses Society (InS)

1990

1992

1995

Safe Medical Device act and food and Drug administration Device Reporting regulations published

InS Revised Standards of Practice published

U.S. food and Drug administration issued alert concerning needlestick injuries

Occupational Safety and Health guidelines for handling cytotoxic drugs published

1996 LPnI examination offered to LPn/LVns by InS

CDC Guidelines revised and published

1998 InS celebrated its 25th anniversary (Houston, TX)

1999 Journal of Intravenous nursing offered Ce/recertification units

2000 Core Curriculum for Intravenous nursing , 2nd edition, published

Revised Standards of Practice published

InS Policies and Procedures Manual published

CRnI exam Preparation Guide & Practice Questions published first public member added to the InS board of directors

2001 The organization's name again changed to the Infusion nurses Society reflecting the expansive role of the infusion nursing specialist

2002 Publication of the CDC Guidelines for the Prevention of Intravascular Catheter-Related Infections supporting the use of trained personnel

2003 Core Curriculum for Infusion nursing , 3rd edition, published Infusion nurses Society celebrates its 30th year

2004 Infusion nurses Society Standards for adult Patients published

2005 Revised Infusion nurses Standards of Practice published

2006 Plumer's Principles and Practice of Intravenous Therapy, 8th edition, published

2006

2006

Revised Infusion nurses Standards of Practice published

Initiation of central line bundling recommendations by the Institute for Healthcare Improvement

2011 Policies and Procedures for Infusion nursing , 4th edition, published by the Infusion nurses Society

2011 2012

Revised Infusion nurses Standards of Practice published Policies and Procedures for Infusion nursing of the Older adult published by the Infusion nurses Society

2013 Infusion nurses Society celebrates its 40th year where it began

2014 Plumer's Principles and Practice of Infusion Therapy, 9th edition, published with a name change to reflect current practice and a co-author

In 1911, Dr. Ottenberg of New York demonstrated the use of donor blood; his theory that safe transfusion was possible from a donor whose serum agglutinated the recipient's red blood cells was readily accepted. Dr. Ottenberg further suggested that it was unsafe to use a donor whose red blood cells were acted on by the recipient's serum. These research findings evolved into the universal donor concept still valid today.

Hugh Leslie Marriot and Alan Kekwick, English physicians, introduced the continuous slow-drip method of blood transfusion; their findings were published in 1935 (Cosnett, 1989).

The Rh factor was discovered in 1940, and the American Association of Blood Banks was formed in 1947. The invention of the first cell separator in 1951 introduced component therapy (for more information, see Chapter 19).

parenTeral fluids

Administration of parenteral fluids by the IV route has been widely used only since the late 1950s. The difficulty in accepting this procedure resulted from the lack of safe fluids. The fluids then in use contained substances called pyrogens, proteins that are foreign to the body and not destroyed by sterilization. These caused chills and fever when injected into the circulation. The 1923 discovery and elimination of pyrogens led to safer and more frequent IV administration of parenteral fluids. In 1925, the most frequently used parenteral fluid was normal saline (0.9% sodium chloride). Because of its hypotonicity, water could not be administered IV and had to be made isotonic. A certain percentage of sodium chloride added to water achieved this effect (Cosnett, 1989). After 1925, dextrose was used extensively to make isotonic fluids and provide a source of calories.

By 1939, Dr. Robert Elman infused a solution of 2% casein hydrolysate and 8% dextrose without adverse effects; thus began the movement toward development of protein hydrolysates.

infusion nursing

Massachusetts General Hospital is credited with many firsts in medical history. The first nurse to hold the title “IV nurse” is known to have practiced at this Boston hospital. That nurse, Ada Plumer was a cofounder of the National Intravenous Therapy Association (NITA), along with Marguerite Knight, infusion nurse at Johns Hopkins Hospital. The NITA is now known as the Infusion Nurses Society (INS). Ms. Plumer was also the original author of this text.

Early on, IV nurses were responsible for phlebotomy, transfusion therapy, venipuncture, and maintaining equipment. Emphasis was placed on the technical responsibility of maintaining the infusion and keeping the needle and tubing apparatus patent. The sole requisite for being an IV nurse was the ability to perform a venipuncture skillfully.

At the time, IV therapy was limited to use in surgery and treating dehydration. Infusates were administered through rubber administration sets and 16- to 18-gauge steel needles strategically placed in the antecubital fossa and secured with an arm board.

As knowledge of electrolyte and fluid therapy grew, more parenteral fluids became available, and additional knowledge was then needed to monitor the fluid and electrolyte status of the patient. The nurse assigned to the patient in need of IV therapy was expected to have a working knowledge of fluid and electrolyte balance and to assess the

“whole” patient in terms of fluid needs. Normal saline was no longer the only electrolyte fluid. Today, more than 200 commercially prepared IV fluids are available to meet patients' needs.

parenTeral nuTriTion

W. C. Rose identified amino acids in 1937, leading to the development of protein hydrolysates for human infusion. A whole new approach to IV therapy and a respite to the starving patient evolved between 1963 and 1965, when members of the Harrison Department of Surgical Research at the University of Pennsylvania showed that sufficient nutrients could be given to juvenile beagles to support normal growth and development (Cosnett, 1989). This led to what is known today as total parenteral nutrition (TPN).

In the mid-1960s, as a result of animal TPN research, Stanley Dudrick developed the first formula for parenteral nutrition, a method by which sufficient nutrients are administered into the central vein to support life and maintain growth and development.

Fats as a calorie source were also studied, but the adverse reactions proved too severe, and the U.S. Food and Drug Administration banned the use of fats in the United States in 1964. A refined product derived from soybean and safflower oil was approved for administration in 1980.

Home TPN was introduced in 1983. Research into the use of antioxidants, the role of amino acids, and indications for medium-, short-, and long-chain triglycerides in TPN continues today (Grant, 1992).

early infusion devices and equipmenT

Until and even into the 1950s, IV sets consisted of steel reusable needles with a stylet inside to keep the lumen open. The plastic revolution evolved when Dr. David Massa, an anesthesia resident at the Mayo clinic, shortened a 16-gauge Becton Dickinson needle and inserted another steel needle as an inner stylet. A polyvinyl chloride catheter was placed over the needle and was attached to a metal hub via a crimp band. Thus, the first “over-the-needle” configuration was developed (Rivera, Strauss, vanZundert, & Mortier, 2005). After several iterations, it became the Rochester needle, a resinous catheter on the outside of a steel introducer needle. Available only as a 16-gauge, the entire unit measured 5 mm or 2 inches. On successful insertion, the catheter was slipped off the needle into the vein and the needle was removed. Desert Pharmaceutical Co. introduced the Intracath in 1958, minimizing the need for surgical cutdown; the first disposable device, the Angiocath was introduced in 1964. McGaw Laboratories introduced the first small vein set with foldable wings in 1957; this product is still known today as a winged infusion needle.

Dudrick adapted the subclavian approach for the administration of high concentrations of dextrose and proteins in 1967. Expansion of this concept led to the creation of the Broviac catheter, initially designed for use in pediatrics; a larger size (Hickman) was developed for the adult population. Since the 1980s, tunneled and nontunneled catheters have enhanced central venous access. The port soon followed, and totally implanted access devices are now used routinely. The peripherally inserted central catheter (PICC) was introduced in the last quarter of the 20th century.

The first IV fluid containers were made of glass. Plastic bags were introduced in the 1970s. Because they do not require air venting, these containers reduced the risks of air

embolism and airborne contamination. Today, plastic is the primary container for IV fluids, whereas glass containers are used when fluid stability in plastic is a concern.

Pa TI en T Safe T y

Plastic bags were introduced in the 1970s. Because they do not require air venting, these containers reduced the risks of air embolism and airborne contamination.

In the mid-1940s, disposable plastic IV administration sets became available and eventually replaced the reusable rubber tubings. Manufacturers have continued to keep pace with demands for technologically advanced products that ensure patient safety and reliability in the delivery of infusion therapy. Polypropylene, nylon, and Dynaflex are some of the more common materials from which that IV tubing is made. As plastics, these synthetic materials can be manufactured to meet this need; they are flexible, strong, and leakproof and do not react with the chemicals transported through them. Manufacturers of IV tubing have the capacity to create tubing of various thicknesses consistent with specifications given to them.

The use of electronic infusion devices to assist in controlling flow has changed the face of infusion nursing by improving the safety and accuracy of the process and reducing adverse events. Many devices can now be connected to the institution's information system and thus enhance electronic documentation.

progress in Clinical practice

In the 1970s, tremendous scientific, technologic, and medical advances occurred, and IV therapy gained recognition as a highly specialized field. Nurses performed many of the functions formerly reserved for the medical staff—intra-arterial therapy, neonatal therapy, and antineoplastic therapy. Professional societies were established to provide a forum for the exchange of ideas, knowledge, and experiences, with the ultimate goal of raising standards and increasing the level of patient care.

On October 1, 1980, the United States House of Representatives recognized the profession and declared an official day of honor for IV nurses: “Resolved, that IV Nurse Day be nationally celebrated in honor of the National Intravenous Therapy Association, Inc., on January 25 of each year.” The proclamation was presented by the Honorable Edward J. Mackey from the Fifth Congressional District of the Commonwealth of Massachusetts (Gardner, 1982).

Today, the infusion nurse with responsibility for PICC insertion is often involved in the reading of x-ray films to ensure placement. This has allowed timelier implementation of orders and improved patient care.

The infusiOn nurses sOCieTy, inC.

The INS has continued to grow worldwide. Educational offerings have expanded to include advanced studies in an effort to meet the needs of the advanced practitioner. INS is the premier resource for infusion education and knowledge sharing.

PART 1 Overview of Infusion Therapy

Credentialing

The Infusion Nurses Certification Corporation (INCC) has credentialed thousands of nurses across the globe. Professional IV nurses are encouraged to prepare for the credentialing process through educational programming, webinars, the INS Knowledge Center, clinical nursing forum, a revised core curriculum, the society's professional journal, clinical textbooks, and published Standards of Practice. Box 1-1 describes the vision, mission and values of the INCC.

There are nine core content areas of the examination including technology and clinical application, fluid and electrolyte therapy, pharmacology, infection control, transfusion therapy, antineoplastic and biologic therapy, parenteral nutrition, performance improvement, and pediatrics. Successful completion of the examination results in the nurse being awarded the CRNI designation. Recertification is obtained through reexamination or validation of clinical practice and documentation of 40 recertification units earned during the previous 3-year period.

Because delivery of IV therapy permeates all clinical settings, the role of the IV nurse is now well established as integral to multidisciplinary, high-quality care in all practice settings (Baranowski, 1995). The growth of this specialty practice has expanded the roles of IV nurses nationally and internationally. IV nurses are constantly striving to find new and more efficient ways to perform their services in an integrated health care environment.

vision

Certification, by InCC, is the standard of excellence that nurses will seek in order to provide optimal infusion care that the public expects, demands, and deserves.

Mission

InCC promotes excellence in infusion nursing certification by:

• Developing and administering a comprehensive, evidence-based program

• advocating the importance of the CRnI credential

• Supporting continuous infusion nursing education and research values

integrity — We are committed to providing a psychometrically sound, legally defensible certification program.

p ublic p rotection — We support the role certified nurses play in promoting optimal health outcomes and ensuring that our program is driven by the needs of the public.

excellence — We are committed to providing a program of high quality and are dedicated to a process of continuous improvement.

Source: Infusion nurses Certification Corporation. (2013). CRNI Exam Handbook March 2013

Retrieved from http://www.incc1.org/i4a/pages/index.cfm?pageid=1

BOX 1-1 infusiOn nurses CerTifiCaTiOn COrpOraTiOn

infusiOn nursing in The 21st CenTury

Nurses continue to lead the labor sector throughout the United States, and advancedpractice nursing has grown dramatically (Kalisch & Kalisch, 1995). In the January/ February 2007 issue of Health Affairs, Dr. David I. Auerbach and colleagues estimated that the U.S. shortage of registered nurses (RNs) will increase to 340,000 by the year 2020. The study is titled “Better Late than Never: Workforce Supply Implications of Late Entry into Nursing” (Auerbach, 2007). According to the latest projections from the U.S. Bureau of Labor Statistics (2005) published in the Monthly Labor Review, more than 1.2 million new and replacement nurses will be needed by 2014. Government analysts project that more than 703,000 new RN positions will be created through 2014, which will account for two-fifths of all new jobs in the health care sector. With new graduates producing a relatively new workforce in many institutions, there will be an increasing need for IV resource experts.

The challenge for nurses is to effect health policy through use of their knowledge and skills. Wakefield (1999) stated that the value assigned to nursing will be based on a standard that measures how the profession effects access and achieves the highest-quality care at the lowest cost. Infusion therapy has evolved from a form of treatment for the most critically ill to a highly specialized form of treatment used for 90% or more of all hospitalized patients. No longer confined to the hospital setting, infusion therapies are now delivered in alternative care sites such as the home, skilled nursing facilities, and physician offices.

Infusion nursing is now recognized as a highly specialized practice. During the last 60 years, the role of the nurse in infusion therapy has evolved tremendously. The 21st century infusion nurse is responsible for integrating the holistic principles of medicine and nursing, management, marketing, education, and performance improvement into the patient's plan of care. Clinical expertise is of utmost importance (INS, 2011).

review Questions Note: Questions below may have more than one right answer.

1. The clinical use of amino acids led to the development of which of the following?

A. Antioxidants

B. Home total parenteral nutrition

C. Protein hydrolysates

D. Triple-mix fluid

2. The initial role of the IV specialist included which of the following?

A. Phlebotomy

B. Crossmatching of blood

C. Maintaining equipment

D. Maintaining IV lines

3. Three of the four main blood groups were discovered by:

A. Karl Landsteiner

B. Florence Seibert

C. William Halsted

D. W. C. Rose

4. The first national certification examination for nurses was offered in:

A. 1983

B. 1985

C. 1988

D. 1991

5. Primary fluids in use in the mid-1950s included:

A. Lactated Ringer's injection

B. 5% Dextrose in water

C. 0.9% Sodium chloride (normal saline)

D. 0.45% Sodium chloride (half-normal saline)

references and selected readings Asterisks indicate references cited in text.

*Auerbach, D. (2007). Better late than never: Workforce supply implications of late entry into nursing. http:// content.healthaffairs.org/cgi/content/abstract/26/1/178

*Baranowski, L. (1995). Presidential address: Take ownership. Journal of Intravenous Nursing, 18(4), 163.

*Cosnett, J.E. (1989). Before our time: The origins of intravenous fluid therapy. Lancet, 4, 768–771.

*Gardner, C. (1982). United States House of Representatives honors the National Intravenous Therapy Association, Inc. Journal of the National Intravenous Therapy Association, 5(1), 14.

*Grant, J.P. (1992). Handbook of total parenteral nutrition (3rd ed., pp. 21–29). Philadelphia, PA: W.B. Saunders. Griffith, J.M., Thomas, N., & Griffith, L. (1991). MDs bill for these routine nursing tasks. American Journal of Nursing, 90(10), 65–73.

*INS (2011). Role of the infusion nurse in clinical practice. http://www.ins1.org/i4a/pages/index. cfm?pageid=3563

*Kalisch, P.A., & Kalisch, B.J. (1995). The advance of American nursing (3rd ed.). Philadelphia, PA: J.B. Lippincott.

*Rivera, A.M., Strauss, K.W., vanZundert, A, & Mortier, E. (2005). The history of peripheral intravenous catheters: How little plastic tubes revolutionized medicine. Acta Anaesthesiologica Belgica, 56, 271–282, http://www.sarb.be/fr/journal/artikels_acta_2005/artikels_acta_56_3/acta_56_3_rivera.pdf

Salsberg, E., Wing, P., & Brewer, C. (1998). Projecting the future supply and demand for registered nurses. In E. O'Neil & J. Coffman (Eds.), Strategies for the future of nursing. San Francisco, CA: Jossey-Bass.

*Sutcliff, J. (1992). A history of medicine. New York: Barnes & Noble.

*Wakefield, M. (1999). Nursing's future in health care policy. In E. Sullivan (Ed.), Creating nursing's future (pp. 41–49). St. Louis, MO: Mosby.

*U.S. Bureau of Labor Statistics (November 2005). Monthly Labor Review, www.bls.gov/opub/mlr/2005/11/ art5full.pdf

Minimizing Risk and Enhancing Performance

Benchmarking Competence Competency

Culture of safety Documentation

External drivers

Licensed Independent Practitioner

Malpractice Outcomes

Patient Safety Performance Improvement

Plan of Corrective Action

Regulating Agencies

Sentinel Event

professional nursing praCtiCe and legal safeguards

The goal of safe infusion care is to minimize risk and improve outcomes. The key factor in this process is ensuring patient safety. Each chapter in this edition addresses patient safety. This chapter focuses on a broader view and the need to create and maintain a culture of safety

The law and its interpretation can lead to doubts and questions regarding the legal rights and obligations of nurses to administer infusion therapy. Legal standards are an integral component of a performance improvement (PI) program. As infusion practice becomes more complex and specialized, and as infusion experts gain international acceptance, nurses are becoming more involved in procedures formerly performed solely by physicians/licensed independent practitioners (LIPs). Because violation of the Medical Practice Act is a criminal offense, infusion nurses need to be well versed on the subject and the law, not only to protect themselves but also to ensure safe outcomes for their patients.

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