Short report

Redesigned intravenous fluid order form with more perceived safety and accuracy for after-hours doctors​

Introduction

Intravenous fluid (IVF) is often prescribed by doctors of the treating teams during daytime hours for various indications. At present, the New South Wales (NSW) IVF order form1 (online supplementary figure 1) does not include explicit documentation of the indication for prescribing IVF. As a result, the after-hours doctor is often requested to chart further IVF without knowledge of the patient’s condition or the indication for IVF.

As many as one in five patients suffer complications from inappropriate IVF prescribing.2 Patients with heart failure or liver cirrhosis are more vulnerable to fluid overload with excessive IVF therapy.3 4 Conversely, acute kidney injury is a complication of inadequate IVF prescribing.3 Other adverse effects include electrolyte imbalances potentiating the risk of life-threatening arrhythmias.5 The time constraints during a busy after-hours shift can further compromise the accuracy and safety of charting IVF for unfamiliar patients.

To overcome these barriers, we developed a revised IVF order form (online supplementary figure 2) which clearly documents the indication for IVF, the fluid restriction status and comorbidities of the patient. These simple yet critical additions will enable the IVF order form to be a useful tool in the handover of a ‘fluid plan’ for patients, between the daytime medical teams and after-hours medical and nursing staff. It will aim to assist the after-hours doctor in the safety and accuracy of prescribing IVF.

Methods

The original IVF order form1 was redesigned to include relevant patient information for safe prescribing of IVF. This included the following new sections: indication for IVF, fluid restriction status and tick boxes for relevant patient comorbidities, including diabetes, heart, liver and renal failure (online supplementary figure 2). Approval to trial the revised form (deemed very low risk in causing any patient harm) was gained from the NSW State Forms Committee and local health district council.

Following medical and nursing staff education (online supplementary figure 3), the revised form was trialled in a surgical ward at The Sutherland Hospital (TSH) and a medical ward at St George Hospital (SGH) with deidentified data collated over a 2-week period. During the trial period, medical and nursing staff (n=84) were approached to complete surveys, and all participated with their informed consent. The qualitative surveys with ‘yes/no’ responses from medical and nursing staff (n=84) assessed the following: whether the revised IVF order form was easy to use, whether the new sections of the revised form were useful and if having the indication helped doctors chart IVF more safely.6 Compliance with filling out the new sections of the revised IVF order form was also audited over the 2-week trial period.

The time required by an after-hours doctor to chart IVF safely for 20 patients was audited preimplementation and postimplementation of the revised IVF order form. Simple descriptive analysis was conducted using Excel.

Results

All 84 medical and nursing staff who completed the survey reported that the revised IVF order form would be easy to use. All medical and nursing staff also found the additional documentation of the indication for IVF and fluid restriction status to be useful during an after-hours shift. The inclusion of tick boxes for common comorbidities that may influence IVF prescribing was found to be useful by 89% of medical and nursing staff.

Ninety-two percent of after-hours doctors (n=40) surveyed had been asked to chart IVF without knowledge of the indication for IVF or comorbidities of the patient. Ninety-two percent also felt that having the indication for IVF documented by the treating team during the day helped them chart IVF more safely, in the after-hours period for unfamiliar patients.

Compliance with using the revised IVF order form was 83% and 80% at SGH and TSH, respectively, during the 2-week trial period. Where the revised IVF order form was used, 91% at TSH and 87% at SGH had the indication for IVF appropriately documented. The fluid restriction status was documented on 33% and 44% of forms at TSH and SGH, respectively. The tick boxes for comorbidities were used considerably less in the surgical ward at TSH compared with SGH, at 6% and 83%, respectively.

Preimplementation of the revised form, the mean time required by an after-hours doctor to safely prescribe IVF for each patient was 3 min (range: 1 min 57 s–7 min 58 s), which included time to source all the relevant information. This equated to 60 min for 20 patients during an after-hours shift at SGH. Postimplementation, the mean time required by an after-hours doctor to chart IVF safely with the information readily available on the form was 30 s (range: 19 s–46 s). This equates to 10 min for 20 patients, accounting for the time to acquire information that was not included on the revised form (eg, serum biochemistry and renal function).

Discussion

Alarmingly, our surveys revealed that nearly all after-hours doctors have been asked to chart IVF without knowledge of the indication for IVF or the patient’s comorbidities. The surveys also indicated that the revised IVF order form helped doctors chart IVF more safely for unfamiliar patients during the after-hours period.

The feedback from medical and nursing staff regarding the revised IVF order form was very positive. From the survey responses, it could be inferred that medical and nursing staff considered the revised form a simple yet useful tool to handover a ‘fluid plan’ to after-hours doctors and nurses.

Further comments from survey responders acknowledged that if multiple comorbidities were flagged for a patient, the patient may not receive any IVF, even when warranted. Our aim, however, was to ensure that a considered approach was taken when prescribing IVF to patients with multiple comorbidities given their increased risk of fluid-related complications.3–5

During the trial period, a considerable proportion of IVF order forms had the fluid restriction status and tick boxes for comorbidities not filled in. This could be explained by a proportion of patients who in fact had no comorbidities or fluid restrictions. This prompted the addition of an extra tick box for ‘Nil’ adjacent to the fluid restriction status and comorbidities section of the trialled IVF order form. When used, the ‘Nil’ tick boxes would clearly demonstrate that the patient’s lack of a fluid restriction or relevant comorbidities had already been acknowledged by a treating doctor.

The tick boxes for relevant comorbidities were minimally used in a surgical ward at TSH. This could be explained by many surgical patients with short admissions, who only required IVF while fasted and were unlikely to require IVF in the after-hours period; in which case, handover of a patient’s comorbidities or fluid restriction status became less essential. Furthermore, the day surgery patients may have had a lower comorbidity burden compared with complex patients in a medical ward at SGH.

A limitation of our study was that the revised form was trialled for a short period of time in a surgical and a medical ward, and did not include other areas of the hospital (eg, emergency department and intensive care unit). Furthermore, the benefits of the revised form will depend on compliance with filling out all sections of the form, demonstrated to be variable during our audit. However, the transition to electronic IVF ordering may improve compliance through built-in prompts for doctors.

A future transition to electronic IVF ordering may improve compliance with completing new sections of our revised form, through built-in electronic prompts for doctors to flag a patient’s comorbidities or fluid restriction status. We also plan to propose a strict IVF prescribing policy of ‘no indication, no fluids’, such that nurses will be trained not to administer IVF without full documentation.

Conclusion

The revised IVF order form is a simple, time-saving approach to providing an effective handover to after-hours doctors. It enables them to feel assured that they are recharting IVF safely and appropriately for unfamiliar patients. Our project and data resulted in approval for use of the revised IVF order form state-wide. Further evaluation of the form will be required to determine if its introduction will reduce adverse outcomes from inappropriate IVF prescribing.