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Susan B. Bastable, EdD, RN


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Krankenpflege
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Professor Emerita and Founding Chair
Department of Nursing
Purcell School of Professional Studies
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The Pedagogy NOT FOR SALE OR DISTRIBUTION NOT FOR SALE OR DI

© Jones & Educator:


Nurse as BartlettPrinciples
Learning, LLC and
of Teaching This interactive©approach
Jones addresses
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different
NOTLearning
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for Nursing Practice, Sixth Edition learning styles,NOT
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this the idealOR
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to
drives comprehension of various strategies ensure mastery
CHA PTEof
R key
1 concepts. The pedagog-
that meet the learning needs of students, while ical aids that appear in most chapters include
also generating enthusiasm about the topic. Overview of Education
the following:
in Health Care
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Susan B. Bastable
Kattiria M. Rosario-Gonzalez

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CHAPTER HIGHLIGHTS

Chapter Highlights Found at the beginning • Historical Foundations for Patient Education in Health Care
• The Evolution of the Teaching Role of Nurses
• Social, Economic, and Political Trends Affecting Health Care
of each chapter, these highlights provide a • Purposes, Goals, and Benefits of Patient and Nursing Staff/Student Education
• The Education Process Defined
• TheInterprofessional
Contemporary Role of the Nurse as Educator
quick-look overview of the content presented • Patient-Centered Education
• Quality and SafetyCare
and Practice

• The Institute of Medicine


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in each chapter. LLC © Jones & Bartlett Lea
Education in Nursing
• Report: The Future of Nursing
• Barriers to Teaching and Obstacles to Learning
• Factors Affecting the Ability to Teach

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DISTRIBUTION the Ability to Learn
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• Questions to Be Asked About Teaching and Learning
• State of the Evidence
Key Terms A list of terms at the beginning of KEY TERMS
barriers to teaching interprofessional practice patient-centered care (PCC)
each chapter will expand the student’s profes- education process
interprofessional
learning
obstacles to learning
staff education
teaching and instruction
education (IPE) patient education
sional vocabulary.
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4 Chapter 1 Overview of Education in Health Care © Ricardo Vasquez/EyeEm/Getty Images.
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OBJECTIVES
After completing this chapter, the reader will be able to:
Objectives These learning objectives provide
1.
2.
Discuss the evolution of patient education in health care and the teaching role of nurses.
Recognize trends affecting the healthcare system in general and nursing practice in particular.
instructors and students with a snapshot of the
3. Identify the purposes, goals, and benefits of patient and nursing staff/student education.
4.
5.
Compare the education process to the nursing process.
Define the terms education process, teaching, and learning.
key information they will encounter in each
6. Identify why patient and staff/student education is an important duty for nurses.
7. Analyze the significance of interprofessional education (IPE) and interprofessional practice to the
delivery of patient care. chapter. They serve as a checklist to help guide
8. Explain why the patient-centered care (PCC) movement is an important trend in health care.

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9.
10.
Discuss the barriers to teaching and the obstacles to learning.
Formulate questions that nurses in the role of educator should ask about the teaching–
learning process.
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Jones
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study.
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Education in health care today—both pa- Patient education is an issue in nursing
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tient education and nursing staff/student practice and will continue to be a significant
education—is a topic of utmost interest to focus in the healthcare environment (Friberg
nurses in every setting in which they prac- et al., 2012). Because so many changes are
tice. Teaching is an important aspect of the occurring in the healthcare system, nurses are
nurse’s professional role (Andersson et al., increasingly finding themselves in challeng-
2015; McKenna et al., 2018; Steketee & Bate, ing, constantly changing, and highly complex
2013), whether it involves educating patients positions and, in some cases, do not have the
and their family members, colleagues, or nurs- appropriate skills to effectively teach patients
ing students. The current trends in health care (Gillespie & McFetridge, 2006; McKenna

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are making it essential that patients be pre- et al., 2018; Pollack, 2017; Vennum, 2017).
pared to assume responsibility for self-care Nurses in the role of educators must under-
management and that nurses in the work- stand the forces, both historical and present
place be accountable for the delivery of safe, day, that have influenced and continue to in-

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high-quality care (Dineen-Griffin et al., 2019;
Lockhart, 2016; Shi & Singh, 2015; U.S.
Department of Health and Human Services
fluence their responsibilities in practice.
One purpose of this chapter is to shed
light on the historical evolution of patient ed-
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[USDHHS], 2015). The focus of modern ucation in health care and the nurse’s role as
health care is on outcomes that demonstrate teacher. Another purpose is to offer a perspec-
the extent to which patients and their signifi- tive on the current trends in health care that
cant others have learned essential knowledge make the teaching of clients a highly visible
and skills for independent care or to which and required function of nursing care delivery.
staff nurses and nursing students have ac- Also, this chapter addresses the continuing
quired the up-to-date knowledge and skills education efforts necessary to ensure ongoing
needed to competently and confidently ren- practice competencies of nursing personnel.
der care to the consumer in a variety of set- In addition, this chapter clarifies the broad

© Jones & Bartlett Learning, LLC © Jones & Bartlett Learning, LLC
tings (Committee on Quality of Health Care purposes, goals, and benefits of the teaching–
in America & Institute of Medicine [IOM], learning process; focuses on the philosophy of
2001; Doyle et al., 2013; IOM, 2001; Sal- the nurse–client partnership in teaching and
mond & Echevarria, 2017). learning; compares the education process to

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ii © Ricardo Vasquez/EyeEm/Getty Images.

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and healthcare reform, the benefits of client,
staff, and student education must be made
relationship.
Nurses can demonstrate responsibility

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clear to the public, healthcare employers,
healthcare providers, and payers of healthcare
benefits. To be effective and efficient, nurses
and accountability for the delivery of care to
the consumer in part through education based
on solid principles of teaching and learning.
must be willing to embrace IPE and be able The key to effective education of the varied au-

The Pedagogy iii


to practice collaboratively with one another diences of learners is the nurse’s understand-
to provide consistently high-quality educa- ing of and ongoing commitment to the role of
tion to the audiences they serve. They also educator.

68 Chapter 2 Ethical, Legal, and Economic Foundations of the Educational Process

educator is legitimized through the definition ethnicity, literacy level, religious affiliation, or
Review Questions
Review Questions Review key concepts from
of nursing practice as set forth by the prevailing other defining attributes. All patients have a

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nurse practice act in the state where the nurse right to receive health education relevant to
is licensed and employed and by codes of eth- their physical and psychosocial needs. Justice 1. Which key factors influenced the growth 7. What is the current focus and orientation

your reading with these exercises at the end of


ics governing professional conduct in various also dictates that education programs be de- of patient education during its formative
years?
of patient education?
8. Which social, economic, and political

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employment settings. In this respect, patient signed not only to be consistent with organi-
2. How far back in history has teaching been trends today make it imperative that
education is a nursing duty that is grounded zational goals but most important to meet the
each chapter.
in justice; that is, the nurse has a legal respon-
sibility to provide education to all patients,
needs of patients to be informed, self-directed,
and in control of their own health, and ulti-
a part of the nurse’s role?
3. Which nursing organization was the first
patients be adequately educated?
9. What are the similarities and differences
to recognize health teaching as an import- between the education process and the
regardless of their age, gender, culture, race, mately of their own destiny.
ant function within the scope of nursing nursing process?
practice? 10. What are three major barriers to teaching
4. How did the concept of patient education and three major obstacles to learning?
change in the 1960s and 1970s? 11. Which factor serves as both a barrier to
5. Which legal mandate universally includes teaching and an obstacle to learning?
teaching as a responsibility of nurses? 12. What is the present status of research-
Review Questions 6. How have the ANA, NLN, ICN, AHA, TJC,
and Pew Commission influenced the role
and non-research-based evidence pertain-
ing to education?
1. What are the definitions of the terms ethi- 4. How are the six ethical principles applied and responsibilities of the nurse as educator?

© Jones & Bartlett Learning, LLC


cal, moral, and legal, and how do they dif-
fer from one another?
2. Which national, state, professional, and
to the delivery of patient education?
5. What are four examples of direct costs
and five examples of indirect costs in the
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CASE STUDY
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private-sector organizations legislate, reg- provision of patient/staff education?
ulate, and provide standards to ensure the 6. What are the definitions of the following As a clinical nurse educator at Utopia Hospital, part of your duties is to instruct nurses in the most
protection of human rights in matters of terms: fixed direct costs, variable direct costs, up-to-date processes to improve patient safety and outcomes. Recently, due to an increase in readmission
health care? indirect costs, cost savings, cost benefit, cost re- rates at your hospital for heart failure patients, you have been tasked with developing patient education
3. Which ethical viewpoint, deontological or covery, revenue generation, cost-benefit anal- goals based on feedback from the professional nursing staff that patients must meet before discharge.
teleological, refers to the decision-making ysis, cost-benefit ratio, and cost-effectiveness You set out to find out how these nurses, of which more than half are bachelor’s degree prepared
or higher, are currently educating patients on heart failure medications, lifestyle changes, and self-
approach that choices should be made for analysis?
monitoring techniques. In the process, you sense a definite interest and motivation from the nursing staff
the common good of people? in wanting to improve their teaching skills and the quality of care they are providing, but also you hit a few
roadblocks. Frequently, you hear nurses say, “I don’t really know what or how much to tell patients when
they ask me about heart failure,” “I don’t have time to educate patients throughout the day,” and “I always
Case Studies Located at the end of each chap-
try my best to teach, but I don’t know if my efforts make much of a difference.” Because the nursing staff

CASE STUDY
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Katelyn is a new RN working the night shift on a medical/surgical unit. Mr. Williams, a patient in a
room next to Katelyn’s assigned area, has been setting off the bed alarm all night, and other patients
ter,&
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are starting to complain about the disturbance. Katelyn goes in to assist the nurse, Arlene, who is in
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the room trying to control the situation. Mr. Williams is out of bed, clearly confused and disoriented,
claiming that he is being held hostage and needs to get out of there. Katelyn helps Arlene get the
patient back into bed safely, but it is clear he is not going to stay there for long. Arlene is clearly
flustered and says, “I’ve had enough!” before hurrying out of the room and returning with four-point
restraints. She turns to Katelyn and states, “The doctor won’t give me any more medication to put this
Students can read about real-life scenarios
patient down, so I am putting these on him just to have time to get some charting done. I’ll take them
off in the morning before anyone sees.” Katelyn knows that Arlene does not have an order for restraints
and that they can cause harm to the patient, especially when not used appropriately.
and then analyze the situation the case study
1.
2.
What plausible actions should Katelyn take at this point?
Which legal and ethical reasons could Katelyn rely on to justify the actions she takes?
presents by answering three or four questions
3. Which of Katelyn’s actions seem the most justified from a moral and ethical standpoint?
relevant to the scenario.
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Title: Nurse as educator : principles of teaching and learning for nursing
practice / [edited by] Susan B. Bastable.
Description: Sixth edition. | Burlington, MA : Jones & Bartlett Learning,
[2023] | Includes bibliographical references and index.
Identifiers: LCCN 2021022691 | ISBN 9781284229271 (paperback)
Subjects: MESH: Patient Education as Topic--methods | Health
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© Jones & aBartlett
dear professional
Learning, LLC
colleague, mentor, long-time friend, and fellow student
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at Columbia University, who was the one to inspire me to write
the first edition of this textbook. As my dean for 14 years, she
granted me a semester off from my educator responsibilities
in 1995 to make this book a reality. The rest is history. Little
did
© Jones & I realize that Learning,
Bartlett her belief in me
LLCas a writer with knowledge to
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share about many facets of teaching and learning would start
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me on a 25-year publication journey with this sixth edition
release along with two other books, each now with
two editions. Janice is the original author of Chapter 2 and
served as a contributor to my first four editions of this text.
She opened
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LLC ©advice,
Jones guidance,
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support, and friendship throughout my professional career will
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be forever cherished.

Also, to nursing students and professional colleagues who


over the years have shared their teaching experiences as
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well Jonesideas, and reflections
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Learning,
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principles of teaching and learning.
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Brief Contents
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Foreword xiii © Jones & Bartlett Learning, LLC
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Preface xiv
Acknowledgments xvi
Contributors xvii
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PART ONE Perspectives on Teaching
and Learning 1
CHAPTER
© Jones 1 Overview
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Learning, LLC © Jones & Bartlett Lea
in Health Care
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CHAPTER 2 Ethical, Legal, and Economic
Foundations of the Educational
Process. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
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Healthcare Practice. . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

PART TWO  Characteristics of the Learner 125


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CHAPTER 4 Determinants
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. . . . . . . . . . . 127

CHAPTER 5 Developmental Stages


of the Learner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181

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CHAPTER Learning,
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Behavior. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 223

CHAPTER 7 Literacy in the Adult Client Population. . . . . . 269

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Brief Contents vii

© JonesCHAPTER Cultural Attributes


8 Learning,
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the Learner. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 329
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CHAPTER 9 Educating Learners With Disabilities
and Chronic Illnesses . . . . . . . . . . . . . . . . . . . . . . . . 383

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Teaching and Learning 439
CHAPTER 10 Behavioral Objectives and 
Teaching Plans. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 441
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and Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 479

CHAPTER 12 Instructional Materials. . . . . . . . . . . . . . . . . . . . . . . 535

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Technology in Education. . . . . . . . . . . ©
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581
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CHAPTER 14 Evaluation in Healthcare Education. . . . . . . . . 629

Appendix A 665
AppendixLLC
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Glossary 685
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Index 709

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Contents NOT FOR SALE OR DISTRIBUTION NOT FOR SALE OR DI

© Jones & Bartlett


Foreword . . . . . . . . .Learning,
. . . . . . . . . . . .LLC
. . . . xiii © Jones & Bartlett Learning,
Review Questions. . . . . . . . . . . . . . . . . . . 30 LLC
NOTPreface
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References. . . . . . . . . . . . . . . . . . . . . . . . 31
Acknowledgments . . . . . . . . . . . . . . . xvi
CHAPTER 2  Ethical, Legal,
Contributors . . . . . . . . . . . . . . . . . . . . . xvii
and Economic Foundations
Über uns
& Bartlett the Author.
Learning, LLC . . . . . . . . . . . . . . . . xix © of the Educational
Jones & Bartlett Process . . . . .LLC
Learning, . . 39
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PART ONE Perspectives
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CHAPTER 3  Applying CHAPTER 5  Developmental


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Development of Teaching Plans. . . . . . 462 CHAPTER 13  Technology


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Analyzing and Interpreting Appendix B  Resources and


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Preface xv

The content of this text reflects a balance This text is comprehensive in scope, tak-
between© Jones
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foundations
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education FOR the SALE ORapplication
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the principles of teaching and learning perti- acteristics of learners, the appropriate tech-
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knowledge, attitudes, and skills essential to methods to evaluate the achievement of edu-
their roles. This latest edition fully acknowl- cational outcomes. In essence, this text pro-
© Jones & Bartlett
edges Learning,
the important role ofLLC
the professional © Jones
vides answers & Bartlett
to questions Learning,
that pertain to the LLC
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as well the changing role of the con- teaching NOT FOR SALE
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ability and responsibility for teaching and Thus, the focus of this text is on the
learning. No longer should the nurse be the contemporary role of the nurse as educator.
giver of information only but must function as Teaching patients, well or ill, to maintain op-
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the guide onLLC the side and as the facilitator © in
Jones & health
timal Bartlettand Learning, LLCand dis-
to prevent disease
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philosophy of the interdependence between cating consumers has the potential to accom-
the teacher and learner in the education pro- plish the economic goal of reducing the high
cess is emphasized throughout the chapters. costs of healthcare services. Teaching staff and
© chapters
All Jones have & Bartlett Learning,
been revised to include LLC © Jones
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orative learning; emphasis on patient-centered groups from diverse backgrounds will ensure
care and patient engagement; the focus on the delivery of high-quality care.
quality and safety education in nursing; infor- I sincerely hope that this text serves as
© Jones & Bartlett
mation Learning,
on nursing educationLLC transformation © Jones
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who are LLC
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the importance of interprofessional edu- NOT
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at delivering patient,
cation; the use of electronic health records and staff, and/or student education based on the
patient portals; advances in telehealth and pa- principles of how the nurse can best teach and
tient monitoring from a distance; and technol- how consumers can best learn. As nurses, we
ogy for remote teaching and learning. Also, the must never forget our solemn duty to make
& Bartlett Learning, LLCresearch-based references ©
most updated, Jones
have & Bartlett
a positive Learning,
difference LLC
in the lives of those we
been added
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population trends, and new tables and figures
have been added to visually summarize the Susan B. Bastable, EdD, RN
© Jones
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presented. Learning,
In addition, the most LLC Nursing Education
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recentNOTwebsites are provided throughout the Professor Emerita and Founding Chair
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Nursing
text as sources of further information on par-
ticular topics. And, by popular demand, new Purcell School of Professional Studies
case study scenarios appear at the end of each Le Moyne College
chapter for application of teaching and learn- Syracuse, New York
© Jones & ingBartlett
principles Learning, LLC
to nursing practice. © Jones & Bartlett Learning, LLC
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Acknowledgments
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© Jones & appreciation


A special Bartlett Learning, LLC
is extended to the orig- © Jones
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Hamblin of HamblinLearning, LLC
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material to this most recent Sixth Edition. I am Bartlett ­Learning. All of them together are a
grateful for the loyalty of five contributors who very talented team of professionals!
agreed to edit their own original work once In addition, Virginia Young, science li-
& Bartlett Learning,
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five other contributors who previously © brarian
Jonesat & Bartlett
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College, LLC
worked diligently
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locating relevant and cur-
and three new colleagues who joined the team rent references that were used to update the
to contribute their professional knowledge, content of many of the chapters. She made
practice expertise, and fresh perspectives in herself available at all times and responded
revising the content of the remaining chap- promptly to my many requests for books and
© Jones
ters. Every one & Bartlett
of them dedicated theirLearning,
efforts LLC journal articles. The in-depth
full-text © Jones inves-& Bartlett Lea
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references contained in every chapter for the have been possible without her.
benefit of the intended audience of readers. Thanks, too, to Nancy Schlichting who
Also, I extend my sincerest thanks to the once again has written the foreword in this
entire publishing staff of the nursing divi- text. She has been a national leader in health
© Jones
sion of&Jones
Bartlett Learning,
& Bartlett LLC
Learning for making care for decades©andJones & Bartlett
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uct manager; Christina Freitas, content strat- health of the public, and innovative spirit in
egist; Melina Leon, content strategist; and transforming healthcare delivery. She has been
Maria Leon Maimone, rights specialist. They a very close friend and colleague for many
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provided expert Jones & Bartlett Learning, LLC
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lication. Also, I want to recognize Escaline countless hours and endless months that I de-
Charlette Aarthi from S4Carlisle Publishing voted to research, writing, and editing, which
Services for © herJones & Bartlett
meticulous skills as a Learning,
project wasLLC
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Contributors
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Susan Learning,
B. Bastable, LLC
EdD, RN Pamela© R. Jones
Gramet,& Bartlett
PhD, PT Learning, LLC
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Consultant AssociateNOT FOR
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Emeritus
Professor Emerita and Founding Chair Department of Physical Therapy Education
Department of Nursing State University of New York
Purcell School of Professional Studies Upstate Medical University
Le Moyne College Syracuse, New York
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Richard G. Braungart, PhD Director of Patient Education and Interpreter
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Medical Bartlett Learning, LLC
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Kathleen Fitzgerald, MS, RN, CDE
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xviii Contributors

M. Janice Nelson, EdD, RN


©Dean
Professor and Jones Previous
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College of Nursing to Recent Editions NOT FOR SALE OR DI
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About the Author
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Susan Bacorn program;©anJones & Bartlett
innovative Learning, LLC
4-year undergraduate
NOT FOR SALE OR DISTRIBUTION Bastable earned NOT
dual-degree FOR SALE
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in nursing (DDPN)
her MEd in com- supported by two Robert Wood Johnson
munity health Foundation grants in conjunction with the
nursing and her associate’s degree program at St. Joseph’s Col-
EdD in curricu- lege of Nursing in Syracuse; a BS-MS bridge
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lum and instruc- & Bartlett
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a master of science program and
at Teachers Col- three post-MS certificate programs with tracks
lege, Columbia in nursing education, nursing administration,
University, in and informatics; and most recently a family
1976 and 1979, nurse practitioner (FNP) program as well as a
© Jones & Bartlett Learning,
respectively. She LLC
post-MS FNP option. © Jones & Bartlett Lea
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received her di- Dr. Bastable has taught NOT undergradu-
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ploma in nursing from Hahnemann Hospital ate courses in nursing research, community
School of Nursing (now known as Drexel Uni- health, and the role of the nurse as educator,
versity of the Health Sciences) in Philadelphia and courses at the master’s and postmaster’s
in 1969 and her bachelor’s degree in nursing level in the academic faculty role, curriculum
© Jones & Bartlett
from SyracuseLearning, LLC
University in 1972. © Jones
and program & Bartlett
development, Learning, LLC
and educational
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Dr. Bastable was professor and found- NOT
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31 years, she
ing chair of the Department of Nursing at Le served as consultant and external faculty mem-
Moyne College in Syracuse, New York for 11 ber for Excelsior College (formerly known as
years. She retired in May 2015 and was hon- Regents College of the University of the State
ored with the title of professor emerita. She of New York). Her clinical practice includes
& Bartlett Learning, LLC career in 1979 as assistant
began her academic © Jones & Bartlett
experiences Learning,
in community LLConcology,
health,
professor
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NOT FOR SALE OR DISTRIBUTION neurology, occupational
of Nursing in New York City, where she re- health, and medical/surgical nursing.
mained on the faculty for 2 years. From 1987 Dr. Bastable received the President’s
to 1989, she was assistant professor in the Award for Excellence in Teaching at Upstate
College of Nursing at the University of Rhode Medical University and the SUNY Chan-
©InJones
Island. & Bartlett
1990, she joined the Learning,
faculty of the LLC
cellor’s Award for Excellence © Jones & Bartlett Lea
in Teaching.
College of Nursing at the State
NOT FOR SALE OR DISTRIBUTION University of Also, she was recognized for the Women
NOT FOR SALE in OR D
New York (SUNY) at Upstate Medical Uni- Leadership Award from the Greater Syracuse
versity in Syracuse, where she was associate Chamber of Commerce and was honored
professor and chair of the undergraduate pro- with the Distinguished Achievement Award
gram for 14 years. In 2004, she assumed her in Nursing Education from Teacher’s College,
© Jones & Bartlett
leadership Learning,
position LLCCollege and
at Le Moyne Columbia © University.
Jones &InBartlettaddition Learning,
to author- LLC
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established an RN-BS completion NOT FOR
ing six editions SALE
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as Educator, she is

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xx About the Author

the author of two editions of Essentials of Pa- mentioned herein, the first of its kind in the
© Jones
tient Education and is the&main
Bartlett
editor Learning,
of two LLC For years she has been ©anJones
country. involved& Bartlett Lea
NOT
editions of the FORHealth
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Professional as member of numerous nursing education NOT FOR ad- SALE OR DI
Educator. visory boards. Currently, she also has been an
In retirement, she has been serving in active volunteer for 10 years with Honor Flight
the role of a nursing education consultant Syracuse, an organization that flies veterans to
for national and regional program accredita- Washington, DC to visit the war memorials
© Jones & Bartlett
tions and Learning,
assisting colleges LLCacross
of nursing erected in their © Jones
honor. She is&the
Bartlett Learning, LLC
proud parent
NOTNewFOR SALE
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and other DISTRIBUTION
in replicating the NOT
of two Navy officer FORand
veterans SALE OR DISTRIBUTION
the grandpar-
unique 1+2+1 dual-degree partnership model ent to three beautiful grandchildren.

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