Financial competencies as investigated in the nursing field: Findings of a scoping review

. 2022 Oct ; 30 (7) : 2801-2810. [epub] 20220530

Jazyk angličtina Země Anglie, Velká Británie Médium print-electronic

Typ dokumentu časopisecké články, scoping review

Perzistentní odkaz   https://www.medvik.cz/link/pmid35538845

Grantová podpora
2020-1-CZ01-KA203-078187 European Union

AIM(S): This study aims to map the extent of the research activity in the field of financial competencies and nursing and identify main patterns, advances, gaps, and evidence produced to date. BACKGROUND: Financial competencies are important indicators of professionalism and may influence the quality of care in nursing; moreover, these competencies are the basis of health care sustainability. Despite their relevance, studies available on financial competencies in the nursing field have not been mapped to date. EVALUATION: A scoping review was guided according to (a) the Preferred Reporting Items for Systematic Reviews and Meta-Analyses extension for Scoping Review and (b) the Patterns, Advances, Gaps and Evidence for practice and Research recommendations framework. KEY ISSUE(S): A total of 21 studies were included. Main research patterns have been developing/evaluating the effectiveness of education programmes and investigating the nurse's role in the context of financial management, challenges and needs perceived by them, and tool validation to assess these competencies. The most frequently used concept across studies was 'financial management competencies' (n = 19). CONCLUSION(S): The sparse production of studies across countries suggests that there is a need to invest in this research field. IMPLICATIONS FOR NURSING MANAGEMENT: Nurses with managerial roles should invest in their financial competencies by requiring formal training both at the academic and at the continuing education levels. They should also promote educational initiatives for clinical nurses, to increase their capacity to contribute, understand, and manage the emerging financial issues.

Zobrazit více v PubMed

Alameddine, M. , Baumann, A. , Laporte, A. , & Deber, R. (2012). A narrative review on the effect of economic downturns on the nursing labour market: Implications for policy and planning. Human Resources for Health, 10, 23. 10.1186/1478-4491-10-23 PubMed DOI PMC

American Organization for Nursing Leadership (AONL) . (2022). Finance and business skills for nurse managers. Retrieved from https://www.aonl.org/education/nurse-manager-finance

Arksey, H. , & O'Malley, L. (2005). Scoping studies: Towards a methodological framework. International Journal of Social Research Methodology, 8, 19–32. 10.1080/1364557032000119616 DOI

Bai, Y. , Gu, C. , Chen, Q. , Xiao, J. , Liu, D. , & Tang, S. (2017). The challenges that head nurses confront on financial management today: A qualitative study. International Journal of Nursing Sciences, 4(2), 122–127. 10.1016/j.ijnss.2017.03.007 PubMed DOI PMC

Blackburn, J. , Locher, J. L. , & Kilgore, M. L. (2016). Comparison of long‐term care in nursing homes versus home health: Costs and outcomes in Alabama. The Gerontologist, 56(2), 215–221. 10.1093/geront/gnu021 PubMed DOI

Blaney, D. R. , & Hobson, C. J. (1988). Developing financial management skills: An educational approach. JONA: The Journal of Nursing Administration, 18(6), 13–17. 10.1097/00005110-198806010-00005 PubMed DOI

Bradbury‐Jones, C. , Aveyard, H. , Herber, O. R. , Isham, L. , Taylor, J. , & O’Malley, L. (2021). Scoping reviews: the PAGER framework for improving the quality of reporting. International Journal of Social Research Methodology, 1–14. 10.1080/13645579.2021.1899596 DOI

Braithwaite, J. , Clay‐Williams, R. , Vecellio, E. , Marks, D. , Hooper, T. , Westbrook, M. , Westbrook, J. , Blakely, B. , & Ludlow, K. (2016). The basis of clinical tribalism, hierarchy and stereotyping: A laboratory‐controlled teamwork experiment. British Medical Journal Open, 6(7), e012467. 10.1136/bmjopen-2016-012467 PubMed DOI PMC

Brydges, G. , Krepper, R. , Nibert, A. , Young, A. , & Luquire, R. (2019). Assessing executive nurse leaders financial literacy level: A mixed‐methods study. JONA: The Journal of Nursing Administration, 49(12), 596–603. 10.1097/NNA.0000000000000822 PubMed DOI

Carruth, A. K. , Carruth, P. J. , & Noto, E. C. (2000). Financial management. Nurse managers flex their budgetary might. Nursing Management, 31(2), 16–17. 10.1097/00006247-200002000-00016 PubMed DOI

Chase, L. (1994). Nurse manager competencies. Journal of Nursing Administration, 24(4 Suppl), 56–64. 10.1097/00005110-199404011-00009 PubMed DOI

Consolvo, C. A. , & Peters, M. (1991). Financial management for nurse managers—The bottom line for renewal. Journal of Continuing Education in Nursing, 22(6), 245–247. 10.3928/0022-0124-19911101-06 PubMed DOI

Cook, W. A. , Morrison, M. L. , Eaton, L. H. , Theodore, B. R. , & Doorenbos, A. Z. (2017). Quantity and quality of economic evaluations in US nursing research 1997–2015: A systematic review. Nursing Research, 66(1), 28–39. 10.1097/NNR.0000000000000188 PubMed DOI PMC

Courtney, M. , Yacopetti, J. , James, C. , Walsh, A. , & Montgomery, M. (2002). Queensland public sector nurse executives: Professional development needs. Australian Journal of Advanced Nursing, 19(3), 8–14. PubMed

Davis, E. (2005). Home study program. Educating perioperative managers about materials and financial management. AORN Journal, 81(4), 798–812. 10.1016/S0001-2092(06)60359-1 PubMed DOI

Di Giulio, P. , Palese, A. , Saiani, L. , & Tognoni, G. (2020). Appunti di contenuto‐metodo per immaginare un percorso formativo a misura del futuro [Notes of method to imagine an education tailored to the future]. Assistenza Infermieristica e Ricerca: AIR, 39(1), 31–34. 10.1702/3371.33474 PubMed DOI

Edwardson, S. R. , & Pejsa, J. (1993). A computer assisted tutorial for applications of computer spreadsheets in nursing financial management. Computers in Nursing, 11(4), 169–175. PubMed

Erjavec, K. , & Starc, J. (2017). Competencies of nurse managers in Slovenia: A qualitative and quantitative study. Central European Journal of Nursing & Midwifery, 8(2), 632–640. 10.15452/CEJNM.2017.08.0012 DOI

González‐García, A. , Pinto‐Carral, A. , Pérez‐González, S. , & Marqués‐Sánchez, P. (2021). Nurse managers' competencies: A scoping review. Journal of Nursing Management, 29(6), 1410–1419. 10.1111/jonm.13380. Epub 2021 Jul 12 PMID: 34018273 PubMed DOI

Gunawan, J. , & Aungsuroch, Y. (2017). Managerial competence of first‐line nurse managers: A concept analysis. International Journal of Nursing Practice, 23(1), e12502. 10.1111/ijn.12502 PubMed DOI

Hadji, D. (2015). Successful transition from staff nurse to nurse manager. Nurse Leader, 13(1), 78–81. 10.1016/j.mnl.2014.07.013 DOI

Hampton, M. (2017). Maintain optimal staffing with position control. Nursing Management, 48(1), 7–8. 10.1097/01.NUMA.0000511190.33666.0b10.1097/01.NUMA.0000511190.33666.0b PubMed DOI

Johnson, M. S. (1987). Preparing nurse executives for financial management. Nursing Administration Quarterly, 11, 67–73. 10.1097/00006216-198701210-00013 PubMed DOI

Krugman, M. , MacLauchlan, M. , Riippi, L. , & Grubbs, J. (2002). A multidisciplinary financial education research project. Nursing Economic$, 20(6), 273–278. PubMed

LaFevers, D. , Ward, S. P. , & Wright, W. (2015). Essential nurse practitioner business knowledge: An interprofessional perspective. Journal of the American Association of Nurse Practitioners, 27(4), 181–184. 10.1002/2327-6924.12204 PubMed DOI

Lemire, J. A. (2000). Redesigning financial management education for the nursing administration graduate student. JONA: The Journal of Nursing Administration, 30(4), 199–205. 10.1097/00005110-200004000-00011 PubMed DOI

Lim, J. Y. , & Noh, W. (2015). Key components of financial‐analysis education for clinical nurses. Nursing & Health Sciences, 17(3), 293–298. 10.1111/nhs.12186 PubMed DOI

Luz, A. , Santatiwongchai, B. , Pattanaphesaj, J. , & Teerawattananon, Y. (2018). Identifying priority technical and context‐specific issues in improving the conduct, reporting and use of health economic evaluation in low‐ and middle‐income countries. Health Research Policy and Systems, 16(1), 4. 10.1186/s12961-018-0280-6 PubMed DOI PMC

Lynas, K. (2015). The leadership response to the Francis report. Future Hospital Journal, 2(3), 203–208. 10.7861/futurehosp.2-3-203 PubMed DOI PMC

Ma, H. , Chihava, T. N. , Fu, J. , Zhang, S. , Lei, L. , Tan, J. , Lin, L. , & Luo, Y. (2020). Competencies of military nurse managers: A scoping review and unifying framework. Journal of Nursing Management, 28(6), 1166–1176. 10.1111/jonm.13068 PubMed DOI PMC

Manss, V. C. (1993). Influencing the rising costs of health care: A staff nurse's perspective. Nursing Economic$, 11(2), 83–86. PubMed

McFarlan, S. (2015). Evaluation of an educational intervention to improve nurse managers understanding of and self‐assessed competence with personnel budgeting. Doctor of Nursing Practice Projects, 58. https://uknowledge.uky.edu/dnp_etds/58

McFarlan, S. (2020). An experiential educational intervention to improve nurse managers knowledge and self‐assessed competence with health care financial management. Journal of Continuing Education in Nursing, 51(4), 181–188. 10.3928/00220124-20200317-08 PubMed DOI

McMillan, K. , & Perron, A. (2020). Nurses engagement with power, voice and politics amidst restructuring efforts. Nursing Inquiry, 27(3), e12345. 10.1111/nin.12345 PubMed DOI

Naranjee, N. , Ngxongo, T. S. P. , & Sibiya, M. N. (2019). Financial management roles of nurse managers in selected public hospitals in KwaZulu‐Natal province, South Africa. African Journal of Primary Health Care & Family Medicine, 11(1), a1981. 10.4102/phcfm.v11i1.1981 PubMed DOI PMC

National Academies of Sciences, Engineering, and Medicine . (2021). Paying for equity in health and health care (chapter 6). In Wakefield M., Williams D. R., Le Menestrel S., & Flaubert J. L. (Eds.), The future of nursing 2020–2030: Charting a path to achieve health equity (pp. 147–188). National Academies Press (US). 10.17226/25982 PubMed DOI

Organisation for Economic Co‐operation and Development (OECD) . (2013). Advancing national strategies for financial education. A joint publication by Russias G20 presidency and the OECD. Page 80. Retrieved from: https://www.oecd.org/finance/financialeducation/G20_OECD_NSFinancialEducation.pdf

Paarima, Y. , Kwashie, A. A. , & Ofei, A. M. A. (2021). Financial management skills of nurse managers in the Eastern region of Ghana. International Journal of Africa Nursing Sciences, 14, 100269. 10.1016/j.ijans.2020.100269 DOI

Page, M. J. , McKenzie, J. E. , Bossuyt, P. M. , Boutron, I. , Hoffmann, T. C. , Mulrow, C. D. , Shamseer, L. , Tetzlaff, J. M. , Akl, E. A. , Brennan, S. E. , Chou, R. , Glanville, J. , Grimshaw, J. M. , Hróbjartsson, A. , Lalu, M. M. , Li, T. , Loder, E. W. , Mayo‐Wilson, E. , McDonald, S. , … Moher, D. (2021). The PRISMA 2020 statement: an updated guideline for reporting systematic reviews. British Medical Journal, 372, n71. 10.1136/bmj.n71 PubMed DOI PMC

Peters, M. D. J. , Godfrey, C. , McInerney, P. , Munn, Z. , Tricco, A. C. , & Khalil, H. (2020). Chapter 11: Scoping reviews (2020 version). In Aromataris E. & Munn Z. (Eds.), Joanna Briggs Institute manual for evidence synthesis. JBI. Retrieved from. https://synthesismanual.jbi.global, 10.46658/JBIMES-20-12 DOI

Pihlainen, V. , Kivinen, T. , & Lammintakanen, J. (2016). Management and leadership competence in hospitals: A systematic literature review. Leadership in Health Services, 29, 95–110. 10.1108/LHS-11-2014-0072 PubMed DOI

Porter, M. E. , & Teisberg, E. O. (2006). Redefining health care: Creating value‐based competition on results. Harvard Business Press.

Poteet, G. W. , Hodges, L. C. , & Goddard, N. (1991). Financial responsibilities and preparation of chief nurse executives. Nursing Economic$, 9(5), 305–309. PubMed

Ruatti, E. , Danielis, M. , & Palese, A. (2021). Il programma Productive Ward per migliorare la qualità delle cure infermieristiche: risultati di una scoping review [The Productive Ward programme to provide high quality care: Findings from a scoping review]. Assistenza Infermieristica e Ricerca: AIR, 40(4), 221–232. 10.1702/3743.37261 PubMed DOI

Ruland, C. M. , & Ravn, I. H. (2003). Usefulness and effects on costs and staff management of a nursing resource management information system. Journal of Nursing Management (Wiley‐Blackwell), 11(3), 208–215. 10.1046/j.1365-2834.2003.00381.x PubMed DOI

Scalzi, C. C. , & Wilson, D. L. (1991). Future preparation of home health nurse executives. Home Health Care Services Quarterly, 12(1), 13–21. 10.1300/J027v12n01_03 PubMed DOI

Scoble, K. B. , & Russell, G. (2003). Vision 2020, part I: Profile of the future nurse leader. The Journal of Nursing Administration, 33(6), 324–330. 10.1097/00005110-200306000-00004 PubMed DOI

Sharma, S. , Arora, K. , Sinha, R. K. , Akhtar, F. , & Mehra, S. (2021). Evaluation of a training program for life skills education and financial literacy to community health workers in India: A quasi‐experimental study. BMC Health Services Research, 21(1), 1–10. 10.1186/s12913-020-06025-4 PubMed DOI PMC

Talley, L. B. , Thorgrimson, D. H. , & Robinson, N. C. (2013). Financial literacy as an essential element in nursing management practice. Nursing Economic$, 31(2), 77–82. PubMed

Tashiro, J. , Shimpuku, Y. , Naruse, K. , & Matsutani, M. (2013). Concept analysis of reflection in nursing professional development. Japan Journal of Nursing Science: JJNS, 10(2), 170–179. 10.1111/j.1742-7924.2012.00222.x PubMed DOI

(1920). The economic development of the nursing services. The Hospital, 69(1801), 249. PubMed PMC

Tricco, A. C. , Lillie, E. , Zarin, W. , O'Brien, K. K. , Colquhoun, H. , Levac, D. , Moher, D. , Peters, M. D. J. , Horsley, T. , Weeks, L. , Hempel, S. , Akl, E. A. , Chang, C. , McGowan, J. , Stewart, L. , Hartling, L. , Aldcroft, A. , Wilson, M. G. , Garritty, C. , … Straus, S. E. (2018). PRISMA extension for scoping reviews (PRISMAScR): Checklist and explanation. Annals of Internal Medicine, 169, 467–473. 10.7326/M18-0850 PubMed DOI

Waxman, K. T. , & Massarweh, L. J. (2018). Talking the talk: Financial skills for nurse leaders. Nurse Leader, 16(2), 101–106. 10.1016/j.mnl.2017.12.008 DOI

Najít záznam

Citační ukazatele

Nahrávání dat ...

Možnosti archivace

Nahrávání dat ...