Factors influencing nurse practitioner panel size in team-based primary care: A qualitative case study

Author:

Martin-Misener Ruth1,Donald Faith2,Rayner Jennifer3,Carter Nancy4,Kilpatrick Kelley5,Ziegler Erin2,Bourgeault Ivy6,Bryant-Lukosius Denise4

Affiliation:

1. Dalhousie University

2. Daphne Cockwell School of Nursing, Toronto Metropolitan University (formerly Ryerson University)

3. Alliance for Heathier Communities

4. McMaster University

5. McGill University

6. University of Ottawa

Abstract

Abstract

Background: Lack of access to health care is a worldwide public health crisis. In primary care it has led to increases in the implementation of nurse practitioners and heightened interest in their patient panel capacity. The aim of this study was to examine factors influencing nurse practitioner patient panel size in team-based primary care in Ontario, Canada. Methods: We used a multiple case study design. Eight team-based primary care practices including rural and urban settings were purposively selected as cases. Each case had two or more nurse practitioners with a minimum of two years experience in the primary care setting. Interviews were conducted in-person, audio recorded, transcribed and analysed using content analysis. Results: Forty participants, including 19 nurse practitioners, 16 administrators (inclusive of executives, managers, and receptionists), and 5 physicians were interviewed. Patient, provider, organizational, and system factors influenced nurse practitioner patient panel size. There were eight sub-factors: complexity of patients’ health and social needs; holistic nursing model of care; nurse practitioner experience and confidence; composition and functioning of the multidisciplinary team; clerical and administrative supports, and nurse practitioner activities and expectations. All participants found it difficult to identify the panel size of nurse practitioners, calling it― “a grey area.” Establishing and maintaining a longitudinal relationship that responded holistically to patients’ needs was fundamental to how nurse practitioners provided care. Social factors such as gender, poverty, mental health concerns, historical trauma, marginalisation and literacy contributed to the complexity of patients’ needs. Participants indicated NPs tried to address all of a patient’s concerns at each visit. Conclusions: Nurse practitioners have a holistic approach that incorporates attention to the social determinants of health as well as acute and chronic comorbidities. This approach compels them to try to address all of the needs a patient is experiencing at each visit and reduces their panel size. Multidisciplinary teams have an opportunity to be deliberate when structuring their services across providers to meet more of the health and social needs of empanelled patients. This could enable increases in nurse practitioner panel size.

Publisher

Springer Science and Business Media LLC

Reference38 articles.

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2. Task shifting from physicians to nurses in primary care in 39 countries: A cross-country comparative study;Maier CB;Eur J Public Health,2016

3. International Council of Nurses. Guidelines on advanced practice nursing. 2020:1–39. https://www.icn.ch/system/files/documents/2020-04/ICN_APN%20Report_EN_WEB.pdf.

4. Considerations for patient panel size;Harrington C;Dela J Public Health,2022

5. Scope of practice and patient panel size of family physicians who work with nurse practitioners or physician assistants;Dai M;Fam Med,2019

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