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Perspectives

Diabetes management: optimizing roles for nurses in insulin initiation

Pages 15-24 | Published online: 20 Feb 2011

Abstract

Type 2 diabetes is a major public health concern. Screening and early diagnosis followed by prompt and aggressive treatment interventions can help control progression of diabetes and its complications. Nurses are often the first healthcare team members to interact with patients and are being called on to apply their specialized knowledge, training, and skills to educate and motivate patients with diabetes about insulin use and practical ways to achieve treatment goals. Clinical nurse specialists possess specific training and skills to provide this level of care, while staff or office-based nurses may be trained by physicians to fulfill a task-specific role. This manuscript reviews the benefits of intensive glycemic control in type 2 diabetes, therapeutic goals and guidelines, advances in insulin therapy, and contribution of nurses in overcoming barriers to insulin initiation and related aspects of diabetes care. Nurses are particularly well positioned to fill the gap and improve efficiency in diabetes-related healthcare by assisting patients with insulin initiation and other aspects of glycemic self-management.

Introduction

Diabetes is a public health matter of grave concern associated with serious long-term consequences and escalating healthcare costs, with an ever-rising incidence (∼90% between 1997 and 2007) and prevalence (from 4.8 to 9.1 per 1000 population in the US).Citation1 With such alarming statistics, the role of nurses in helping patients to control type 2 diabetes-associated morbidity and mortality is becoming increasingly important. Nurses, on the front lines, can screen patients for early diabetes identification, recognize and initiate corrective measures for inadequate treatment regimens, help patients set and achieve therapeutic goals, and assess diabetes-related complications as they arise. In so doing, they can assume an active role in educating patients about the progressive nature of type 2 diabetes and the importance of early, intensive therapy.Citation2

Based on a preponderance of evidence from a number of landmark studies (summarized in Citation3Citation17 and illustrated in Citation4), intensive treatment to achieve optimal glycemic control is associated with a lower incidence of cardiovascular and microvascular complications.Citation18

Figure 1 Relationship of hemoglobin A1C (HbA1C) and incidence of diabetes complications.Citation4 In the United Kingdom Prospective Diabetes Study (UKPDS), each percentage point reduction in HbA1C was linked with substantial risk reductions in diabetes-related morbidity and mortality.

Figure 1 Relationship of hemoglobin A1C (HbA1C) and incidence of diabetes complications.Citation4 In the United Kingdom Prospective Diabetes Study (UKPDS), each percentage point reduction in HbA1C was linked with substantial risk reductions in diabetes-related morbidity and mortality.

Table 1 Selected major evidence and rationale for intensive diabetes management

Professional diabetes organizations, such as the American Diabetes Association (ADA), the American Association of Clinical Endocrinologists (AACE), and the European Association for the Study of Diabetes (EASD), have set aggressive goals in their guidelines for glycemic control ().Citation14,Citation15,Citation17,Citation19 Because an estimated 2 out of 3 people fail to meet the AACE target hemoglobin A1C (HbA1C) goal of 6.5% or less,Citation20 diabetes management can benefit from a deeper, more direct involvement by nurses. The purpose of this manuscript is to review the benefits of intensive glycemic control in type 2 diabetes, therapeutic goals and guidelines, advances in insulin therapy, and contribution of nurses in overcoming barriers to insulin initiation and related aspects of diabetes care.

Table 2 Therapeutic goals for FPG, PPG, and HbA1C

Early initiation of insulin to improve diabetes management

Beta-cell dysfunction and insulin resistance are the main physiological defects responsible for the development of hyperglycemia. Chronically elevated blood glucose further compromises beta-cell function, eventually leading to a complete shutdown of insulin production. In the early stages of type 2 diabetes, patients may be able to control hyperglycemia with oral antidiabetic drug (OAD) therapy. However, the progressive nature of type 2 diabetes will require that most patients eventually switch to combination therapy that includes insulin or convert completely to insulin.Citation21,Citation22 Used in adequate doses, insulin is the most effective diabetes medication, because it can decrease any elevated level of HbA1C to, or very close to, the therapeutic goal.Citation14

Consensus guidelines from the ADA/EASD advocate insulin as the second step after failure on metformin monotherapy to achieve an HbA1C ≤ 7%.Citation14 This applies to patients who are symptomatic or have HbA1C > 8.5%. For patients without symptoms or with HbA1C levels that are better controlled, adding a sulfonylurea may be an appropriate second step. In treated patients whose HbA1C remains > 7.0%, insulin therapy should be initiated or the dose titrated upward. For patients with an initial HbA1C > 10%, insulin is recommended as first-line therapy. summarizes the main differences between oral therapies, some newer therapies for diabetes management (ie, incretin-based therapies), insulin formulations, and convenient injection devices for insulin delivery.Citation14,Citation15,Citation23Citation28 Approaches to insulin initiation should be customized to the patients’ needs. provides an overview of 3 common ways to initiate insulin.Citation4,Citation9,Citation14,Citation15,Citation19, Citation29Citation40 Specific dosing information depends on the method used, and the prescribing information should be consulted for the particular insulin products that are chosen and individualized for the patient.

Table 3 Differentiating available diabetes therapiesCitation14,Citation15,Citation23Citation28

Table 4 Insulin initiation strategies

Flexibility in diabetes care and quality of life: impact of insulin analogs and pens

Patients’ concerns about flexibility and lifestyle, such as misperceptions about timing of meals and the need to carry insulin vials, needles, and syringes, can be major barriers to insulin initiation. Nurses can intervene and help patients identify and transition to therapies that are flexible, simple, convenient, and well suited to their patients’ lifestyles so adherence and quality of life are maximized.

Older human insulin formulations (eg, neutral protamine Hagedorn [NPH] and regular insulin) are characterized by unpredictable pharmacokinetic and pharmacodynamic time–action profiles that produce variable effects. When the physiological or normal pattern of insulin response to food intake is not reproduced, hypoglycemia and weight gain can occur.Citation41,Citation42 These undesirable effects, in turn, result in a low degree of satisfaction and poor therapy adherence. Fortunately, the choices of insulin formulations and delivery systems have expanded considerably in the last decade.Citation23,Citation43 Insulin analogs were specifically designed to mimic the body’s physiological insulin response ().Citation44

Figure 2 Approximate pharmacokinetic profiles of rapid- and long-acting insulin analogs as compared with an idealized profile of physiological insulin secretion.Citation44

Copyright © 2007 [Lippincott, Williams & Wilkins] Reprinted with permission from Boyle PJ, Zrebiec J. Management of diabetes-related hypoglycemia. South Med J. 2007;100(2):183–194.Citation44

Figure 2 Approximate pharmacokinetic profiles of rapid- and long-acting insulin analogs as compared with an idealized profile of physiological insulin secretion.Citation44Copyright © 2007 [Lippincott, Williams & Wilkins] Reprinted with permission from Boyle PJ, Zrebiec J. Management of diabetes-related hypoglycemia. South Med J. 2007;100(2):183–194.Citation44

The long-acting insulin analogs (glargine and detemir) have important advantages over NPH. Due to their protracted duration of action, they can be administered as once-daily injections. The lack of a distinct peak in insulin activity and less variability in plasma insulin levels after injection are believed to account for the lower risk of hypoglycemia, particularly at night, when there is a long delay between meals.Citation43,Citation45 Despite having similar efficacy in terms of lowering HbA1C and fasting plasma glucose (FPG), most studies show a 22% to 47% lower risk of nocturnal hypoglycemia and 25% to 34% lower risk of severe hypoglycemia with insulin analogs compared with NPH.Citation43,Citation46,Citation47 For patients whose concern is additional weight gain when initiating insulin, detemir is a good choice; it has been shown to cause 1.4 to 1.6 kg less weight gain, on average, than NPH.Citation48,Citation49 In one study, patients with type 2 diabetes with a higher baseline body mass index (> 35kg/m2) who received detemir lost an average of 0.5 kg compared with those receiving NPH, who gained an average of 2.4 kg, at equivalent levels of glycemic control.Citation49 Patients with type 2 diabetes participating in a treat-to-target study with a basal-bolus insulin regimen gained significantly less weight (1.2 ± 4 kg) when treated with detemir compared with glargine (2.7 ± 4 kg; P = 0.001) after 26 weeks, despite achieving similar reductions in HbA1C (1.1% vs 1.3%, respectively) and with similar hypoglycemia incidence.Citation50 The lack of weight gain observed with long-acting detemir compared with NPH and glargine makes it ideally suited for patients with type 2 diabetes who tend to be overweight and for whom weight gain could present additional health risks.

The rapid-acting insulin analogs (lispro, aspart, and glulisine) have improved time–action profiles that also offer several advantages over fast-acting regular insulin. These advantages include better efficacy in lowering postprandial glucose (PPG), increased safety due to a lower risk of late postprandial hypoglycemia, less blood glucose variability, and greater flexibility around mealtime dosing and timing of injections.Citation43 Because the onset of action is between 5 and 15 minutes compared with 30 to 60 minutes for regular insulin,Citation23 the rapid-acting analogs can be injected immediately before, or even after, the meal has begun. This mealtime flexibility can have a positive impact on quality of life and promote satisfaction and adherence to therapy.Citation51

Premixed insulin analogs, containing both a long-acting and a rapid-acting formulation, can offer even more simplicity and convenience for patients and provide excellent glycemic control, although sometimes at the expense of additional hypoglycemia and weight gain. Three premixed insulin analogs (biphasic insulin aspart 70/30, insulin lispro 75/25, and insulin lispro 50/50) are available in the US and come in easy-to-use pen devices.Citation27 Patients in a study of premixed insulin achieved lower HbA1C levels than with once-daily basal insulin (7.1% vs 7.7%, respectively; P < 0.001) with a similar low occurrence of hypoglycemia events (0.8 vs 0.5 per person per month, respectively).Citation52 A comprehensive review comparing premixed insulins to basal insulin noted that twice-daily administration of a premixed insulin decreased HbA1C between 1% and 2.7% compared with 0.4% to 2.4% with basal insulin analogs (P < 0.01), with slightly higher overall hypoglycemia and similar nocturnal or severe hypoglycemia.Citation53

Use of a vial with a syringe can be difficult and cumbersome, particularly for patients with diabetes-related visual disturbances, dexterity issues, or physical impairments. Today, the more patient-friendly insulin pens prefilled with insulin analogs are discreet and convenient and may help patients overcome social embarrassment associated with self-injection, leading to increased adherence.Citation27,Citation28 These devices are also equipped with smaller, less intimidating needles that have a thinner gauge than conventional needles and may help dispel needle anxiety.Citation54 According to a review about confidence and convenience in insulin delivery systems,Citation27 administering insulin with prefilled pen devices compared with traditional vials and syringes allows for improved adherence, fewer hypoglycemic events, reduced emergency department and physician visits, better quality of life, more accurate dosing, and lower annual treatment costs, thereby reducing many of the barriers associated with insulin use.

Nurses have reported a high level of patient satisfaction with pens. In an 11-month satisfaction survey, the majority (69%) of nurses found pens to be an improvement in insulin administration over the conventional method based on convenience, simplicity and ease of use, and time to prepare and administer the insulin dose. Approximately 44% of nurses also reported that it took less than 15 minutes to instruct patients on the use of pens, while 28% of nurses reported needing 15 minutes or less to instruct patients on the use of conventional vials and syringes.Citation55

Implementing a patient-driven insulin titration algorithm

Once insulin is initiated, a simple, patient-driven insulin titration algorithm can be taught that empowers patients to take active control of their own diabetes management. After careful assessment of patient comfort level as well as ability to comprehend and demonstrate the information back correctly, patients are given a printed titration tool in which they can log bedtime and fasting glucose levels and make small dose titrations accordingly. This practice can increase the rate at which glucose control is improved as well as actively involve patients in their own insulin regimens. Examples of very effective patient-directed insulin titration algorithms can be found in the literature.Citation56Citation61 In a study, patients simply tested their FPG and adjusted their basal insulin doses accordingly. For an FPG < 80 mg/dL (4.44 mmol/L), insulin was titrated down 3 units; if FPG was between 80 mg/dL and 110 mg/dL (4.44–6.11 mmol/L), the units remained unchanged; if the FPG was > 110 mg/dL (6.11 mmol/dL), insulin was adjusted up 3 units. The glycemic control achieved in the patient-driven algorithm was equivalent to the physician-titrated insulin therapy.Citation57,Citation58

Nurses’ unique role in type 2 diabetes education and management

Clinical nurse specialists (CNSs), specialized in diabetes and trained to understand the behavioral aspects of living with chronic illness, are especially well positioned to provide the patient education and coaching necessary to promote diabetes self-management.Citation34,Citation62

Motivational interviewing

Motivational interviewing is a patient-centered, passive counseling style that can be used to encourage patients to resolve their own health-related concerns.Citation63Citation65 It is an ideal approach for identifying reasons why patients are hesitant to initiate insulin. Nurses pose questions that are directive, designed to elicit the patients’ perceptions about the advantages and disadvantages of insulin therapy, or what motivates patients to change certain behaviors. After listening carefully to individual responses, the technique involves repeating back what the patient said without trying to persuade; instead offering acceptance and reinforcement, emphasizing freedom of choice and self-direction.Citation63 Structured in this way, the nurse is better able to determine a patient’s ability or readiness for change from the discussion.

Rollnick and Miller wrote, “Motivational interviewing is not a technique for tricking people into doing what they do not want to do. Rather, it is a skillful clinical style for eliciting from patients their own good motivations for making behavioral changes in the interest of their health. It involves guiding more than directing, dancing rather than wrestling, listening at least as much as telling. The overall ‘spirit’ has been described as collaborative, evocative, and honoring of patient autonomy”.Citation66

Exploring patients’ barriers to insulin use and debunking insulin myths

Nurses can use motivational interviewing as part of the rapport-building process to explore the patient’s beliefs about insulin therapy and then gently begin to reposition insulin in a positive light. Patient barriers typically fall under a number of definable categories: denial of the need for insulin; misconceptions about insulin; fear of injections, weight gain, and hypoglycemia; and complexities of insulin use. By following a systematic approach, patient obstacles can be identified, clarified, and overcome. Some common scenarios relating to barriers and strategies to address and overcome them are:

  • Ask patients if they understand that most patients with type 2 diabetes eventually require insulin, and then reinforce the idea that insulin, when initiated promptly, can help delay further progression of the disease.

  • Convey that initiation of insulin is a well-established treatment strategy. The need for insulin does not reflect a failure on the patient’s part but a natural progression of the disease. This should help correct the misconception that the diabetes must be very severe if they need insulin and should help clear the air about denial or fear.

  • Provide information about national guidelines and explain that the guidelines are based on landmark studies and years of research. Patients will appreciate learning about these studies from a nurse and will likely feel more confident and empowered about their disease ().

  • Identify and dispel any misconceptions about insulin therapy causing complications such as renal failure or blindness. Explain that these complications may actually be prevented if insulin is initiated earlier.

  • Listen to the patient’s specific concerns about weight gain and hypoglycemia with insulin therapy. In this case, the nurse’s knowledge of insulin analogs becomes an important part of patient education. Use the opportunity to introduce the patient to new technologies, explaining that the insulin analogs were specifically designed to mimic normal physiology and that they pose a lower risk of these unwanted effects, while providing an effective means of controlling hyperglycemia.

  • Teach patients about the symptoms of hypoglycemia and how to recognize and self-treat ().Citation4,Citation44,Citation67,Citation68 Patients’ concerns about hypoglycemia should also prompt a refocus of the discussion on nutrition. Explain to patients that they may feel less hungry as blood glucose improves.

  • Instruct patients with needle anxiety about new technologies, including pen devices and fine-coated needles, to make them more comfortable.Citation26,Citation69,Citation70 For patients who still express injection anxiety, have them self-administer the first injection in your presence. If the timing is not appropriate while in the clinic/office for an insulin dose, encourage injection of 5 “units” of saline. Most often, the patient’s response is “That’s it? I didn’t even feel it!” Anxiety about self-injection at home will be significantly reduced.Citation27,Citation28

  • Discuss the differences in needle gauges for patients who express concern about injection pain and show them the subcutaneous needle size. Demonstrate how an insulin pen device works compared with the traditional vial and syringe to emphasize its convenience, small needle size, and ease of use.Citation69,Citation70 Do the same with blood glucose-monitoring devices.

  • Address concerns about the complexities of an insulin regimen by discussing premixed insulins or teach a simple patient-directed algorithm (refer to the earlier section on patient-driven insulin titration algorithms). Insulin pen devices also greatly simplify insulin administration. Talk about the flexibility around mealtime and that the rapid-acting insulin analogs make it possible to “inject-and-eat”.

  • Reinforce the patient’s role as an active decision maker in his/her own treatment, while offering information, direction, and support.Citation14,Citation34

Table 5 Symptoms and management of hypoglycemia

Insulin therapy evaluation clinics: a new paradigm for diabetes education and care by the CNS

Educational interventions organized and executed by nurses and centered on patient self-management are effective.Citation71 Nurses and physicians agree that nurses should play a larger role in managing diabetes.Citation2 The CNS, with advanced practice skills in adult diabetes education, is ideally suited to take this on. CNSs are not often called on to see patients individually for insulin therapy evaluation; however it is an appropriate use of the skills of this level of nurse. Office staff nurses are less well suited for this role, as their focus is on acute care or individual physician support. The DAWN study suggested that, compared with primary care providers (PCPs), nurses tended to provide better education, spent more time with patients, were better listeners, and knew their patients better.Citation34 By taking the role of a diabetes educator as well as a care provider, an advanced practice nurse such as the CNS will improve patient–provider communication.Citation19 Given adequate training and time with patients, advanced practice nurses will be able to play an increasingly important role in initiation and management of insulin therapy.Citation34 As an example of the CNS involvement in diabetes management, patients are beginning to be referred by physicians to insulin therapy evaluation (ITE) or “insulin start” clinics run by CNSs. Such clinics fulfill a variety of patient needs; most common reasons for patient referrals by PCPs are listed in .

Table 6 Reasons for patient referral to insulin therapy evaluation clinics

At the University of California Davis Health System (UCDHS), ITE clinics are conducted at several of the primary care network clinics. CNSs work with patient referrals from PCPs and see patients in 45-minute increments. Whereas the PCP referral sometimes indicates a specific regimen to initiate, more often, the CNS is asked to assess the patient and make recommendations for initiating insulin therapy. It is not uncommon to see patients on basal-bolus insulin who are still not optimally controlled, as evidenced by their HbA1C. These patients will receive counseling on carbohydrate-to-insulin ratios, nutritional challenges, or how to adjust insulin bolus doses, based on blood glucose levels using correction factors. The use of insulin-delivery devices and blood glucose monitors are reviewed for all patients because problems with patient techniques, calculations, and injection practices are frequently encountered. Following each patient session, nursing notes are entered into the electronic medical record and the PCP cosigns the chart and any insulin or supply orders. Currently, UCDHS is considering a shared appointment model in which multiple patients with insulin referrals are seen as a group. This idea stems from the Chronic Care Model ()Citation72 initiative and is expected to be a cost-effective approach.

Table 7 Self-management and the chronic care modelCitation72

On a smaller scale, the ITE concept can be adapted to an office setting. Development of an office-based nurse insulin initiation team would provide patients with more one-on-one nurse instruction and coaching. Diabetes education protocols can be developed to guide nurses through all the steps necessary to educate and empower patients to participate in self-management. The office-based nurse could function in a task-focused manner, providing support for the physician or the CNS in a supervised office setting.

Develop and participate in follow-up treatment plans

In addition to managing immediate needs for glucose control (HbA1C, FPG, and PPG), nurse-run education and follow-up care is necessary to help patients maintain control of their diabetes over the long term. Actionable items include the following:Citation2,Citation14,Citation19,Citation34

  • Encourage patients to maintain recommended levels of blood glucose, blood pressure, microalbumin, and cholesterol through diligent adherence to therapy.

  • Promote lifestyle changes, such as meal planning and mild-to-moderate exercise.

  • Establish a schedule for timely routine screenings for diabetes-related complications.

  • Advocate patient participation in weekly diabetes self-management classes at a local ADA-recognized diabetes program.

  • Empower patients with all of the information, tools, and training necessary to successfully manage their diabetes at home.

  • Reinforce the importance of the patient as the key decision maker in his/her own care but emphasize that they can always rely on the guidance of the healthcare team.

  • Acknowledge that bumps in the road are to be expected, the best lessons learned are those that patients figure out on their own, and self-management of chronic conditions requires ongoing behavioral monitoring.

  • Stress that the goal of the entire healthcare team is for the patient to achieve overall targets and not perfection.

Conclusions

The most valuable role of the nurse as a diabetes case manager is to ensure treatment effectiveness and patient satisfaction. The care of patients with type 2 diabetes must be tailored toward individual needs, beginning with education and adoption of an optimized treatment regimen. Guidelines from national organizations, the components of patients’ daily routines, and individual responses to therapy are among the many factors to consider when setting treatment goals. For patients being initiated on insulin, it is critical to understand and overcome any barriers that could impair treatment success. The insulin analogs, premixed insulin formulations, and pen-type delivery systems have improved the safety, efficacy, and satisfaction for patients with type 2 diabetes and have all but eliminated most of the common barriers to insulin therapy, including hypoglycemia, weight gain, and inconvenience. Nurses should leverage these medical advancements and empower patients to self-manage their diabetes so they may improve the quality of their daily life as well as avoid potential complications later in life.

Acknowledgements

The author wishes to thank Jodie Bender of MedVal Scientific Information Services, LLC, for providing writing and editorial assistance. This manuscript was prepared according to the International Society for Medical Publication Professionals’ Good Publication Practice for Communicating Company-Sponsored Medical Research: the GPP2 Guidelines. Funding to support the preparation of this manuscript was provided by Novo Nordisk Inc.

Disclosure

The author has no real or apparent conflicts of interest due to affiliation with any company or manufacturer whose products are mentioned in the article.

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