Compute and explain which share has the most systematic risk?

Compute and explain which share has the most systematic risk?

FINC20018 Managerial Finance T1 2019 Assessment 1 – Written Assignment

Group Written Assignment Due date: Week 5, Friday 12 April @ 11:55pm Weighting: 20%

Group formation

 For on-campus students, it is a group assignment and the group means 2 students per group.

 For distant learning (FLEX) students, while a group of 1 is likely to be more practical groups of 2 are optional.

The task

 There are 6 questions, each question could be a combination of calculation-based and theory questions assessing work covered in Weeks 1 to 4.

Format and referencing

 Presentation must be 1.5 spacing, 14 pt Bold for Section Headings, 12 pt. for content and Arial.

 Answers to calculation questions should include well-presented tables, accurate calculations, worksheets and related formulae.

 Answers to theory type questions should be around 400 words [excluding in-text referencing, reference list and appendix items] and show supporting examples, diagrams and figures. For six questions the word limit is approx 3000 words in total.

 Proper referencing of all content including figures, tables and narrative using APA Reference system.

 Demonstrations of using your initiative and supporting your answers with interesting references to contemporary issues from newspapers, journals, professional publications, web resources i.e. extracts from podcasts, financial institutional websites etc.

Submission method

 This online submission must be submitted as a word document. PDF submissions will not be accepted.

 For on-campus students this is a group assignment, only one member of the group will submit the assignment online by uploading to the Moodle (DO NOT use turnitin to check similarity for the draft work, and the second person in the group submit the final assignment – this will result in a very high similarity score and penalty will apply)

Issues that will affect your marks include:

 Create your own cover sheet with the names of the students in the group clearly indicated.

 Do not include the marking criteria or rubrics or marking sheet in your assessment. Your grader will include a separate feedback and marking sheet after they have graded your assessment in Moodle.

 The word limit is approx 3000 words in total, 5% leeway above or below is acceptable, if you exceed the word limit significantly marks will be deducted.

 Turnitin will be used to check percentage similarity. Do not copy the questions from the textbook, as this will increase your percentage similarity.

 Where copying from other sources results in high percentage similarity, marks will be deducted. Therefore, proper use of in-text referencing is important. Avoid direct quotes.

 If percentage similarity exceeds 20%, marks will be deducted based on a progressive scale as determined by the course co-ordinator.

 Under extreme circumstances where high % similarity indicates copying from written works of other students in CQU, other universities or any other institutions world-wide, the assignment will be reviewed by the academic misconduct board.

 Penalty for the late submission is 5% per calendar day including Saturday and Sunday.

Assignment Questions Question 1: Understanding Financial Statements (15 Marks)

Business A and business B are both retailers, but seem to take a different approach to this trade according to the information available, which consists of a table of ratios:

Ratio Business A Business B Return on capital employed 20% 17% Return on owners’ equity 30% 18% Average settlement period for accounts receivable 63 days 21 days Average settlement period for accounts payable 50 days 45 days Gross profit percentage 40% 15% Profit percentage 10% 10% Inventory turnover period 52 days 25 days

Required: 1) Discuss what this information indicates about the differences in each business’s approach. 2) If one of them prides itself on personal service and the other on competitive prices, which do you

think is which, and why?

3) Based on the given information, which business tends to require more external financing and what types of external financing you would recommend.

Question 2: Understanding Financial Statements (15 Marks) You are presented with the following financial report extracts for Rocky Ltd:

2015 2014 2013 2012 $ $ $ $ Income statement Sales 370,000 310,000 270,000 Cost of sales 174,000 140,000 116,000 Interest 17,000 9,000 4,000 Taxation 30% Other expenses 60,000 56,000 54,000 Statement of financial position Current assets Inventory 18,000 15,000 17,000 18,000 Accounts receivable 62,000 41,000 31,000 29,000 Total current assets 110,000 72,000 62,000 Non-current assets Property, plant and equipment 140,000 120,000 110,000 Total non-current assets 210,000 190,000 150,000 Total assets 320,000 262,000 212,000 180,000 Current liabilities Accounts payable 30,000 17,000 12,000 11,000 Total current liabilities 70,000 52,000 42,000 Total non-current liabilities 110,000 80,000 30,000 Total liabilities 180,000 132,000 72,000 Total shareholders’ funds 140,000 130,000 140,000

Note: that there are also other current assets, non-current assets, and current liabilities that are not specifically listed in the extracts shown above.

Required: 1) Prepare a ratio analysis from the available information to cover profitability, liquidity, efficiency and

capital structure.

2) Based on the above ratio analysis, prepare a report indicating potential strengths and weakness in the management of this business.

3) Identify additional information you would require to improve your analysis of this company over the period specified.

Question 3: Understanding Cash Flow Statement (15 Marks) The cash flow statements for retailing giant Discount Bonanza Ltd spanning the period 2012-2015 are as follows:

12 Months Ending

31/12/2015 ($ millions)

31/12/2014 ($ millions)

31/12/2013 ($ millions)

31/12/2012 ($ millions)

Net profit 13,000 12,000 11,000 10,000 Depreciation expense 6,500 6,300 5,000 4,000 Changes in working capital 1,200 2,300 2,400 1,000

Cash from operating activities 20,700 20,600 18,400 15,000 Capital expenditure (16,000) (14,500) (14,000) (12,300)

Cash from investing activities (16,000) (14,500) (14,000) (12,300) Interest and financing costs (350) (250) (350) 100 Total cash dividend paid (3,600) (2,800) (2,500) (2,200) Issuance (retirement) of shares (8,000) (1,500) (3,600) (4,500) Issuance (retirement) of debt 1,500 (100) 4,000 4,100

Cash from financing activities (10,450) (4,650) (2,450) (2,500) Net change in cash (5,750) 1,450 1,950 200

Required: 1) Describe Discount Bonanza’s sources of financing in the financial markets over the last four years. 2) Prepare a brief narrative that describes the major activities of Discount Bonanza’s management team

over the last four years.

3) Explain the three perspectives from which financial statements can be viewed.

Question 4: Time Value of Money (15 Marks)

A couple will retire in 50 years; they plan to spend about $30,000 a year in retirement, which should last about 25 years. They believe that they can earn 8% interest on retirement savings.

Required:

1) If they make annual payments into a savings plan, how much will they need to save each year? Assume the first payment comes in 1 year.

2) Would the answer to part 1) change if the couple also realize that in 20 years, they will need to spend $60,000 on their child’s college education?

3) Explain what the time value of money is and why it is so important in the field of finance.

Question 5: Time Value of Money (20 Marks)

Babu is planning to save for his son’s university education. His son is currently 11 years old and will begin university in 7 years. Babu has an index fund investment of $17,500 earning 9.5 per cent annually. Total expenses currently at the University of Sydney where his son says he plans to go, currently costs $25,000 per year but are expected to grow at roughly 4 per cent every year. Babu plans to invest a certain amount in an investment fund that will earn 11 per cent annually to make up the difference between the education expenses and his current savings. In total, Babu will make seven equal investments with the first starting today and with the last being made a year before his son begins university. Assume the discount rate is 6 per cent. Required:

1) What will be the present value of the 4 years of education expenses at the time that Babu’s son starts university?

2) What will be the value of the index fund when his son just starts university? 3) What is the amount that Babu will have to have saved when his son turns 18 if Babu plans to cover

all of his son’s university expenses?

4) How much will Babu have to invest every year in order for him to have enough funds to cover all his son’s expenses?

Question 6: Risk and return (20 Marks)

Assume you have invested in two shares Woolworth (WOW) and Village Roadshow (VRL). Woolworth is a leading retail company in Australia and Village Roadshow is an Australian film producer and distributer. Consider the following information associated with the two shares:

Probability of return WOW

Rate of return VRL

Rate of return 0.30 0.02 – 0.20 0.40 0.32 0.12 0.30 0.18 0.40

The market risk premium is 12%, and the risk-free rate is 4%. Required:

1) Calculate and explain which share has the most systematic risk? 2) Calculate and explain which share has the most total risk? 3) Discuss which share is actually the ‘riskier’ share based on the concept of diversification. 4) Discuss the importance of CAPM and SML in determining the trade-off between risk and return.

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Finance Management

Finance Management

Set of questions with problems and theory questions.Should not exceed 3000 words and it should be on word file.

FINC20018 Managerial Finance T1 2019 Assessment 1 – Written Assignment

Group Written Assignment Due date: Week 5, Friday 12 April @ 11:55pm Weighting: 20%

Group formation

 For on-campus students, it is a group assignment and the group means 2 students per group.

 For distant learning (FLEX) students, while a group of 1 is likely to be more practical groups of 2 are optional.

The task

 There are 6 questions, each question could be a combination of calculation-based and theory questions assessing work covered in Weeks 1 to 4.

Format and referencing

 Presentation must be 1.5 spacing, 14 pt Bold for Section Headings, 12 pt. for content and Arial.

 Answers to calculation questions should include well-presented tables, accurate calculations, worksheets and related formulae.

 Answers to theory type questions should be around 400 words [excluding in-text referencing, reference list and appendix items] and show supporting examples, diagrams and figures. For six questions the word limit is approx 3000 words in total.

 Proper referencing of all content including figures, tables and narrative using APA Reference system.

 Demonstrations of using your initiative and supporting your answers with interesting references to contemporary issues from newspapers, journals, professional publications, web resources i.e. extracts from podcasts, financial institutional websites etc.

Submission method

 This online submission must be submitted as a word document. PDF submissions will not be accepted.

 For on-campus students this is a group assignment, only one member of the group will submit the assignment online by uploading to the Moodle (DO NOT use turnitin to check similarity for the draft work, and the second person in the group submit the final assignment – this will result in a very high similarity score and penalty will apply)

Issues that will affect your marks include:

 Create your own cover sheet with the names of the students in the group clearly indicated.

 Do not include the marking criteria or rubrics or marking sheet in your assessment. Your grader will include a separate feedback and marking sheet after they have graded your assessment in Moodle.

 The word limit is approx 3000 words in total, 5% leeway above or below is acceptable, if you exceed the word limit significantly marks will be deducted.

 Turnitin will be used to check percentage similarity. Do not copy the questions from the textbook, as this will increase your percentage similarity.

 Where copying from other sources results in high percentage similarity, marks will be deducted. Therefore, proper use of in-text referencing is important. Avoid direct quotes.

 If percentage similarity exceeds 20%, marks will be deducted based on a progressive scale as determined by the course co-ordinator.

 Under extreme circumstances where high % similarity indicates copying from written works of other students in CQU, other universities or any other institutions world-wide, the assignment will be reviewed by the academic misconduct board.

 Penalty for the late submission is 5% per calendar day including Saturday and Sunday.

Assignment Questions Question 1: Understanding Financial Statements (15 Marks)

Business A and business B are both retailers, but seem to take a different approach to this trade according to the information available, which consists of a table of ratios:

Ratio Business A Business B Return on capital employed 20% 17% Return on owners’ equity 30% 18% Average settlement period for accounts receivable 63 days 21 days Average settlement period for accounts payable 50 days 45 days Gross profit percentage 40% 15% Profit percentage 10% 10% Inventory turnover period 52 days 25 days

Required: 1) Discuss what this information indicates about the differences in each business’s approach. 2) If one of them prides itself on personal service and the other on competitive prices, which do you

think is which, and why?

3) Based on the given information, which business tends to require more external financing and what types of external financing you would recommend.

Question 2: Understanding Financial Statements (15 Marks) You are presented with the following financial report extracts for Rocky Ltd:

2015 2014 2013 2012 $ $ $ $ Income statement Sales 370,000 310,000 270,000 Cost of sales 174,000 140,000 116,000 Interest 17,000 9,000 4,000 Taxation 30% Other expenses 60,000 56,000 54,000 Statement of financial position Current assets Inventory 18,000 15,000 17,000 18,000 Accounts receivable 62,000 41,000 31,000 29,000 Total current assets 110,000 72,000 62,000 Non-current assets Property, plant and equipment 140,000 120,000 110,000 Total non-current assets 210,000 190,000 150,000 Total assets 320,000 262,000 212,000 180,000 Current liabilities Accounts payable 30,000 17,000 12,000 11,000 Total current liabilities 70,000 52,000 42,000 Total non-current liabilities 110,000 80,000 30,000 Total liabilities 180,000 132,000 72,000 Total shareholders’ funds 140,000 130,000 140,000

Note: that there are also other current assets, non-current assets, and current liabilities that are not specifically listed in the extracts shown above.

Required: 1) Prepare a ratio analysis from the available information to cover profitability, liquidity, efficiency and

capital structure.

2) Based on the above ratio analysis, prepare a report indicating potential strengths and weakness in the management of this business.

3) Identify additional information you would require to improve your analysis of this company over the period specified.

Question 3: Understanding Cash Flow Statement (15 Marks) The cash flow statements for retailing giant Discount Bonanza Ltd spanning the period 2012-2015 are as follows:

12 Months Ending

31/12/2015 ($ millions)

31/12/2014 ($ millions)

31/12/2013 ($ millions)

31/12/2012 ($ millions)

Net profit 13,000 12,000 11,000 10,000 Depreciation expense 6,500 6,300 5,000 4,000 Changes in working capital 1,200 2,300 2,400 1,000

Cash from operating activities 20,700 20,600 18,400 15,000 Capital expenditure (16,000) (14,500) (14,000) (12,300)

Cash from investing activities (16,000) (14,500) (14,000) (12,300) Interest and financing costs (350) (250) (350) 100 Total cash dividend paid (3,600) (2,800) (2,500) (2,200) Issuance (retirement) of shares (8,000) (1,500) (3,600) (4,500) Issuance (retirement) of debt 1,500 (100) 4,000 4,100

Cash from financing activities (10,450) (4,650) (2,450) (2,500) Net change in cash (5,750) 1,450 1,950 200

Required: 1) Describe Discount Bonanza’s sources of financing in the financial markets over the last four years. 2) Prepare a brief narrative that describes the major activities of Discount Bonanza’s management team

over the last four years.

3) Explain the three perspectives from which financial statements can be viewed.

Question 4: Time Value of Money (15 Marks)

A couple will retire in 50 years; they plan to spend about $30,000 a year in retirement, which should last about 25 years. They believe that they can earn 8% interest on retirement savings.

Required:

1) If they make annual payments into a savings plan, how much will they need to save each year? Assume the first payment comes in 1 year.

2) Would the answer to part 1) change if the couple also realize that in 20 years, they will need to spend $60,000 on their child’s college education?

3) Explain what the time value of money is and why it is so important in the field of finance.

Question 5: Time Value of Money (20 Marks)

Babu is planning to save for his son’s university education. His son is currently 11 years old and will begin university in 7 years. Babu has an index fund investment of $17,500 earning 9.5 per cent annually. Total expenses currently at the University of Sydney where his son says he plans to go, currently costs $25,000 per year but are expected to grow at roughly 4 per cent every year. Babu plans to invest a certain amount in an investment fund that will earn 11 per cent annually to make up the difference between the education expenses and his current savings. In total, Babu will make seven equal investments with the first starting today and with the last being made a year before his son begins university. Assume the discount rate is 6 per cent. Required:

1) What will be the present value of the 4 years of education expenses at the time that Babu’s son starts university?

2) What will be the value of the index fund when his son just starts university? 3) What is the amount that Babu will have to have saved when his son turns 18 if Babu plans to cover

all of his son’s university expenses?

4) How much will Babu have to invest every year in order for him to have enough funds to cover all his son’s expenses?

Question 6: Risk and return (20 Marks)

Assume you have invested in two shares Woolworth (WOW) and Village Roadshow (VRL). Woolworth is a leading retail company in Australia and Village Roadshow is an Australian film producer and distributer. Consider the following information associated with the two shares:

Probability of return WOW

Rate of return VRL

Rate of return 0.30 0.02 – 0.20 0.40 0.32 0.12 0.30 0.18 0.40

The market risk premium is 12%, and the risk-free rate is 4%. Required:

1) Calculate and explain which share has the most systematic risk? 2) Calculate and explain which share has the most total risk? 3) Discuss which share is actually the ‘riskier’ share based on the concept of diversification. 4) Discuss the importance of CAPM and SML in determining the trade-off between risk and return.

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Chinese Art Discussion

Chinese Art Discussion

Take the case of Giuseppe Castiglione, an Italian who painted in China, merging Western illusionism with Chinese subjects and techniques. Should his work be included, as it is in Dorinda Neave textbook, Asian Art, in the history of Chinese painting? If not, why not, and where would you place it? Devil’s advocates welcome!

Minimum length: about 200 words

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Discuss the difference in how Nat’s life is portrayed in the book and in the movie

Discuss the difference in how Nat’s life is portrayed in the book and in the movie

this exercise is about Nat Tunner in book name ” Fires of Jubilee” and the movie about Nat Tunner

Requirement:

  • Each response must meet the minimum word requirement
  • All answers must be in your own words – no quotes from any source are allowed

1/ require 300 words

question: describe the difference in how Nat’s life is portrayed in the book and in the movie

2/ require 600 words

question: describe governor Floyd’s Conspiracy Theory

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Deadline In 8 Hours Case Studies For Business Law

Deadline In 8 Hours Case Studies For Business Law

1.) Analyze the opinion in the case of Blimka v. My Web Wholesalers on page 34.

Every body in the class should answer questions numbers 2, 5 and 6 on Pages 42-43.

2.)Analyze the opinion in the case of Zhou v. Bickley; and

answer Case Questions nos. 1 and 5 on page 293.

3.)Analyze the opinion in the case of Parrish v. Icon on page 156 and answer Case Question # 9 (Timpte v. Gish) on page 164.

I will provide the text book through Chegg once I accept the bid.I need each of the 3 assignments to be separate. Each assignment has to be at least a page and a half long. I will provide an idea of what the case analysis should include.(scroll to the bottom of the attachment.

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Analyze the opinion in the case of Blimka v. My Web Wholesalers on page 34.

Analyze the opinion in the case of Blimka v. My Web Wholesalers on page 34.

1.) Analyze the opinion in the case of Blimka v. My Web Wholesalers on page 34.

Every body in the class should answer questions numbers 2, 5 and 6 on Pages 42-43.

2.)Analyze the opinion in the case of Zhou v. Bickley; and

answer Case Questions nos. 1 and 5 on page 293.

3.)Analyze the opinion in the case of Parrish v. Icon on page 156 and answer Case Question # 9 (Timpte v. Gish) on page 164.

I will provide the text book through Chegg once I accept the bid.I need each of the 3 assignments to be separate. Each assignment has to be at least a page and a half long. I will provide an idea of what the case analysis should include.(scroll to the bottom of the attachment.

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Evaluation of an educational intervention to increase cultural competence among registered nurses.

Evaluation of an educational intervention to increase cultural competence among registered nurses.

The effectiveness of cultural competence programs in ethnic minority patient- centered health care—a systematic review of the literature A. M. N. RENZAHO1,2, P. ROMIOS3, C. CROCK4 AND A. L. SØNDERLUND5

1International Public Health Unit, Department of Epidemiology and Preventive Medicine, Monash University, Level 3, Burnet Building, 89 Commercial Rd, Melbourne, 3800 Victoria, Australia, 2Centre for Internal Health, Burnet Institute, Melbourne, 3004 Victoria, Australia, 3Health Issues Centre, Melbourne, 3086 Victoria, Australia, 4Australia Institute for Patient and Family-Centred Care, Melbourne, Victoria, USA, and 5Department of Psychology, University of Exeter, EX4 4QJ Devon, UK

Address reprint requests to: Andre M. N. Renzaho, International Public Health Unit, Department of Epidemiology and Preventive Medicine, Monash University, Level 3, Burnet Building, 89 Commercial Rd, Melbourne, 3800 Victoria, Australia. Tel: +61-3-92-51-77-72; Fax: +61-3-92-44-66-24; E-mail: andre.renzaho@monash.edu

Accepted for publication 2 December 2012

Abstract

Purpose. To examine the effectiveness of patient-centered care (PCC) models, which incorporate a cultural competence (CC) perspective, in improving health outcomes among culturally and linguistically diverse patients.

Data sources. The search included seven EBSCO-host databases: Academic Search Complete, Academic Search Premier, CINAHL with Full Text, Global Health, MEDLINE with Full Text, PsycINFO PsycARTICLES, PsycEXTRA, Psychology and Behavioural Sciences Collection and Pubmed, Web of Knowledge and Google Scholar.

Study selection. The review was undertaken following the preferred reporting items for systematic reviews and meta-analyses, and the critical appraisals skill program guidelines, covering the period from January 2000 to July 2011.

Data extraction. Data were extracted from the studies using a piloted form, including fields for study research design, popu- lation under study, setting, sample size, study results and limitations.

Results of data synthesis. The initial search identified 1450 potentially relevant studies. Only 13 met the inclusion criteria. Of these, 11 were quantitative studies and 2 were qualitative. The conclusions drawn from the retained studies indicated that CC PCC programs increased practitioners’ knowledge, awareness and cultural sensitivity. No significant findings were identified in terms of improved patient health outcomes.

Conclusion. PCC models that incorporate a CC component are increased practitioners’ knowledge about and awareness of dealing with culturally diverse patients. However, there is a considerable lack of research looking into whether this increase in practitioner knowledge translates into better practice, and in turn improved patient-related outcomes. More research examining this specific relationship is, thus, needed.

Keywords: patient-centered care, cultural competence, intercultural health care, health-care interventions

Introduction

Worldwide immigration has increased throughout the past century and considerably so in the past decade from 150 million migrants in 2000 to 214 million in 2010 [1]. Such change is reflected in various developed countries and specif- ically in public sectors such as health care, where the work- force and client base are becoming increasingly multifarious in terms of ethnicity and culture [2]. This demographic

transformation is not without its problems, however, as massive disparities in the health status of the population are evident, negatively affecting primarily ethnic and cultural mi- nority groups [3–6]. The successful delivery of health care in a multicultural

setting is often hampered by a host of factors, including chiefly language and non-verbal communication barriers between carer and patient [7, 8], lack of respect and/or aware- ness of cultural traditions and beliefs in the practitioner–client

International Journal for Quality in Health Care vol. 25 no. 3 © The Author 2013. Published by Oxford University Press in association with the International Society for Quality in Health Care; all rights reserved 261

International Journal for Quality in Health Care 2013; Volume 25, Number 3: pp. 261–269 10.1093/intqhc/mzt006 Advance Access Publication: 22 January 2013

relationship [9–11] and interpersonal as well as institutional stereotyping and prejudice [12–14]. Accordingly, several health-care models have been proposed to shift from a some- what paternalistic health-care model to an approach that engages the patient in decision making and self-care. Such models include cultural competence (CC) and patient-centered care (PCC) models [15, 16]. CC has been conceptualized as a ‘a set of congruent beha-

viors, attitudes and policies that come together in a system, agency or among professionals and enable that system, agency or those professions to work effectively in cross-cultural situa- tions’ [17–19]. It has been hypothesized that lack of awareness about cultural differences, together with culturally and linguis- tically diverse (CALD) patients’ lack of knowledge about the health system, can lead to two possible unwanted outcomes [16, 20]: (i) compromised patient–provider relationships, making it difficult for both providers and patients to achieve the most appropriate care and (ii) effects on patients’ health beliefs, practices and behaviors. As a result, the National Center for Cultural Competence in the USA has suggested a framework for CC [21] emphasizing the need of health-care systems to • have a defined set of values and principles, policies and structures that enable them to work effectively and cross-culturally;

• have the capacity to value diversity, conduct self- assessment, manage the difference and institutionaliza- tion of cultural knowledge and adapt to diversity and the cultural contexts of the communities they serve;

• incorporate the requirements above in all aspects of policy development, administration and practice/service delivery.

The health-care models

PCC relies on the recognition that each patient represents a distinctive case with unique requirements and treatment needs and, thus, focuses on holistic care provided through open carer–patient communication and collaboration [22]. Patient empowerment and support also feature prominently in this method. As such, PCC principally signifies a move away from a ‘one-size-fits-all’ approach in health care to a more tailored treatment plan [22, 23]. Several studies attest the relevance of PCC in a range of

health-care settings and the association between the form of patient care and health outcomes. For example, Stewart et al. [24] found significant positive correlations between patient- centered communication and patient perception of finding common ground (P = 0.01) and in turn linked such positive perceptions with better recovery (P = 0.0001), less concern (P = 0.02), better emotional health (P= 0.05) and fewer diag- nostic checks and referrals (up to 2 months later). These results were supported by Wanzer et al. [25] who linked patient satisfaction with communication and physician and nurse practice of PCC (r = 0.73, P = 0.001; r = 0.61, P = 0.001, respectively). Patient satisfaction with care received was also correlated with perceived physician PCC practice (r = 0.67, P= 0.001) and perceived nurse PCC practice (r = 0.68, P= 0.001) [25].

Similar findings highlight the value of PCC in other set- tings, including general preventive health care [26], diabetes management [27], cancer management [28–30], post-cancer follow-up treatment [31, 32], palliative care [33, 34], mental health [35] and HIV management and treatment [36]. Thus, there is considerable research providing relatively clear support for beneficial relationships between the practice of PCC and patient health, treatment and satisfaction.

PCC and CC

As PCC is designed to take into account the specific circum- stances relevant to each patient—including ethnic and cul- tural variables. The successful delivery of this type of collaborative care relies on the ‘CC’ of the health-care pro- vider. That is, for effective PCC, the practitioner must be able to communicate effectively verbally and non-verbally and respect the traditional practices and beliefs of the patient [37]. The significance of CC in health care is exemplified in several studies on issues such as physician language ability, cultural knowledge and patient satisfaction. Fernandez et al. [38], for example, found significant positive associations between physician self-rated language ability and successful elicitation of and responsiveness to patient concerns and pro- blems (OR 4.3; 95% CI, 1.75–10.56). Physician self-rated understanding of patients’ health-related cultural beliefs was also significantly linked with patient clarity (OR 3.98; 95% CI, 1.43–11.45), responsiveness (OR 4.56; 95% CI, 1.67– 12.46) and understanding of prognosis and condition (OR 4.5; 95% CI, 1.73–11.79). Similarly, Mazor et al. [8] found that a 10-week medical Spanish course for pediatric emer- gency department physicians was significantly associated with decreased use of interpreter services in patient care post- intervention (OR 0.34; 95% CI, 0.16–0.71) and increased patient satisfaction in terms of perceived physician concern (OR 2.1; 95% CI, 1.0–4.2), respectfulness (OR 3.0; 95%CI, 1.4–6.5) and listening/communication (OR 2.9; 95% CI, 1.4–5.9). In other examples, the CC of practitioners was positively correlated with minority patient satisfaction with received medical care (r2 = 0.193, P < 0.05) [39] (r = 0.32, P< 0.001) [40] and decreased blood pressure among hyper- tensive patients (r = –0.18; P < 0.05) [40]. These findings are further backed up in other research and appear to be rele- vant in a broad range of health-care settings [41–44]. As such, CC in health care can best be defined as practi-

tioner flexibility and adaptability in terms of working effective- ly within a variety of cultural and ethnic contexts. This includes linguistic abilities, as well as cultural knowledge, awareness, sensitivity and respect [32]. Considering the in- creasing ethnic and cultural diversity in health-care clientele, CC is, thus, an integral aspect of PCC.

The current review

PCC and CC have been found to be complementary in terms of improving health-care quality and outcomes [15]. Whereas patient-centeredness aims to improve health-care quality by

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emphasizing the inclusion of the patient’s perspective general- ly in caregiving, CC centers on circumventing cultural barriers between the health-care provider and client [45]. As such, both concepts focus on improved health care with an em- phasis on patient-centeredness that in turn begs for acknowl- edgement of patient diversity. On this backdrop, PCC and CC approaches aim for the development of effective communica- tion and clinical capabilities in health practitioners. For this reason, PCC and CC have been used interchangeably in the literature [45]. Nonetheless, there are relatively few PCC models that specifically incorporate a CC component and fewer still that have a cultural focus and have been empirically developed and evaluated [12, 46]. Thus, the aim of the follow- ing systematic review is to examine the effectiveness of PCC models that incorporate a CC perspective, in improving health outcomes among CALD patients.

Method

Protocol

This review was conducted according to the Preferred Reporting Items for Systematic Reviews and Meta-Analyses guidelines that can be accessed at www.prisma-guidelines.org (Fig. 1).

Information sources

A search of the following databases was conducted during August 2011: Academic Search Complete, Academic Search Premier, CINAHL with Full Text, Global Health, MEDLINE with Full Text, PsycINFO, PsycARTICLES, PsycEXTRA, Psychology and Behavioural Sciences Collection, Pubmed, Web of Knowledge and Google Scholar.

Search strategy and study selection process

The search terms used were based on MeSH keywords for ‘PCC’ and ‘cultural competency’. Searches were conducted on the following terms simultaneously: (i) Cultural competency terms (MeSH terms):

Competency, Cultural; Cultural Competencies; Cultural Competence; Competence, Cultural.

(ii) PCC terms (MeSH terms): Care, Patient-Centered; Patient-Centered Care; Nursing, Patient-Centered; Nursing, Patient Centered; Patient-Centered Nursing; Patient-Centered Nursing; Patient-Focused Care; Care, Patient-Focused; Patient-Focused Care; Medical Home; Home, Medical; Homes, Medical; Medical Homes;

(iii) Other terms (text word): Prejudice, Health care; Racism, Health care; Attitude, Health care.

Reference lists for relevant papers were also manually searched for additional citations. Studies were included in the review based on the following criteria: (i) The study was published in a peer-reviewed scientific

journal. (ii) The full text was available in English. (iii) The population under study comprised health-care

professionals and/or students and/or ethnic minorities.

(iv) The study centered on the development and effective- ness of patient-centered health-care models with a CC focus.

(v) The date of the publication was no earlier than 1 January 2000.

Validity assessment

Search results were assessed in three rounds. First, articles were filtered based on their title. Second, articles were retained or excluded after reviewing their abstracts. Third, the full-text versions of the remaining articles were obtained and reviewed. The empirical quality of the studies was assessed according to critical appraisal skill program guidelines (see Table 1).

Data extraction process

Data were extracted from the studies using a piloted form, including fields for study research design, population under study, setting, sample size, study results and limitations.

Figure 1 Flow chart of study selection.

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Table 1 Data extraction strategy

Inclusion criteria Yes No

Is the paper peer reviewed and is the full text available?

Proceed ↓

Exclude ↓

Does the study focus health-care delivery to ethnic minorities?

Proceed ↓

Exclude ↓

Does the study involve the development and assessment of (an) intercultural PCC model(s)?

Proceed ↓

Exclude ↓

Final decision Include Exclude

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Results

Study selection

A total of 1450 papers were identified in the initial search. The majority of these were rejected based on one or more of the following factors: the paper focused on general health- care delivery models without a CC component; the paper described culture-related training programs that were not part of PCC programs; the paper described CC health-care models, but with no empirical evaluation or evidence base; the paper was about work culture rather than ethnic culture; the paper did not cite empirical research (commentaries, book reviews, etc.); or a combination of the above. Overall, 13 studies met the inclusion criteria (see Table 1).

Study characteristics and samples

Seven of the studies reviewed were from the USA, four from Canada and two from the UK (See Table 1). The majority of the research was conducted in a professional (clinical/hos- pital) setting (n = 9) [47–55], but student settings were also used (n= 5) [49, 56–59]. All participants were adults over 18 years of age. The studies predominantly (n= 11) relied on quantitative research designs, including randomized control trials (RCT), longitudinal design, cross-sectional design and descriptive correlational design (see Table 1). Qualitative re- search designs were employed in the remaining studies (n= 2). Outcome measures comprised patient satisfaction with care, health outcome or practitioner behavior in four of the studies [50–52, 54], whereas the remaining nine studies gen- erally used practitioner knowledge and/or awareness of PCC and CC issues as evaluation measures [47–49, 53, 55–59] (Table 2).

Summary of findings

Two studies examined patient health outcomes as an evalu- ation measure. Majumdar et al. [51] investigated the effects of a CC course on 114 nurses and homecare workers. Effects of the program were also observed for 133 patients. Health-care workers who received the training demonstrated significantly higher understanding of multiculturalism than a control group (P< 0.0001). Similar findings were evident for cultural awareness (P= 0.0001), understanding of cultural dif- ferences (P = 0.001), cultural beliefs (P = 0.004), adopting health-care literature (P = 0.001), considering patient social circumstances (P = 0.011) and regarding culture as important in successful health-care treatment (P = 0.001). These results persisted over time. There were no significant findings in terms of patient health outcomes—however, this was pos- sibly due to attrition in the patient participant group [51]. Thom et al. [54] assessed the effectiveness of a CC training

curriculum administered to 53 physicians. The training program comprised cultural knowledge, intercultural commu- nication and cultural brokering (engaging the patient in the de- velopment of a treatment plan in a culturally sensitive fashion). The impact of the intervention was measured in

terms of the CC of the physician as rated by the patient. Secondary measures included patient satisfaction with received health care and outcomes. The study yielded no sig- nificant effects across all evaluation variables. Limitations were noted, however, and related to the brevity of the training cur- riculum (3–5 h), insufficient follow-up assessments and the fact that over 70% of participating physicians were of another ethnicity than Caucasian and, therefore, possibly already cul- turally capable [54]. The remaining eight studies relying on quantitative research

designs examined practitioner training and education pro- grams, with the exception of a single study that looked into African-American patient satisfaction and perception of phys- ician CC [52]. Here, the effectiveness of the ‘Ask Me 3’ inter- vention was evaluated. The program focused on increasing the quality of PCC and CC, by encouraging African-American patient involvement in the clinical process [52]. Results indi- cated no improvements in physician CC as rated by the patient. Significant progress was evident, however, in satisfac- tion for patients who saw their regular physician (P = 0.014). Thus, an interaction effect of physician familiarity and the intervention appeared to increase patient satisfaction with care received. Limitations mainly related to a small sample size (n = 64) [52]. Brathwaite and Majumdar [47, 48] assessed the effects of

a PCC educational program offered to 76 nurses at a Canadian hospital. The evaluation centered on pre- and post- intervention scores on the Cultural Knowledge Scale. Significant increases in CC over time were evident (P< 0.02) —specifically in relation to cultural knowledge, awareness, confidence and use of lessons learned [47, 48]. A study in the USA assessed the Cultural Competence

and Mutual Respect program that was delivered over 3 years to 1974 health-care students [57]. Evaluation was based on pre- to post-scores of the Inventory for Assessing the Process of Cultural Competence-Revised scale (ranging from 25 to 100 points), and significant improvements in student CC were evident with males increasing by 4.1 points (P < 0.001) and females by 3.8 points (P< 0.001) [57]. Comparable findings were established in four other studies.

[49, 53, 56, 59] One study [58] assessing the impact of a CC PCC educational program on university students found no significant improvements in CC post-intervention. This was, however, probably due to limitations of the measurement scales used and the brevity of the intervention period [58]. Finally, two qualitative studies were included in the review.

Kirmayer et al. [50] evaluated a program implemented as a cul- tural consultation service for mental health practitioners and primary care clinicians. Assessment of the service occurred through practitioner observation, reason for consultation, examining cultural formulations and recommendations as well as consultation outcome in terms of clinician satisfaction [50]. Patients comprised immigrants, refugees and asylum seekers (n = 102). The most common reasons for consultation with the service were difficulties with diagnosis (58%) and treat- ment planning (45%) as well as requests for assistance with specific ethnic groups or clients (25%) [50]. It was further evident that the main themes in terms of practitioner cultural

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. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Table 2 PCC models with a CC scope—from 2000 to present

Author (year) Location Experimental design

Sample (n) Integrated cultural care model

Outcome measures Results and limitations

Brathwaite[48] Canada Longitudinal pre- to post-intervention study

Registered nurses (76) Brief CC training course. Scores on the CKS. Results showed that the course was effective in increasing participants’ levels of CC (P< 0.000). Limitations relate to the small sample size and the lack of patient health outcome effects.

Brathwaite and Majumdar [47]

Canada Longitudinal pre- to post-intervention study

Registered nurses (76) Five-week CC training course.

Scores on the CKS. Nurses’ CKS scores increased significantly (Wilks’ Lambda P < 0.01). Limitations relate to small sample size, generalizability and lack of patient health outcome effects.

Crandall et al. [56] USA Longitudinal pre- to post-intervention study

Second-year medical students (12)

Adaptation and integration of cultural awareness, sensitivity and knowledge in medical practice.

Multi-national Assessment Questionnaire pre- to post-intervention scores.

A positive impact was apparent pre- to post-intervention. Further research to establish whether effect decays or persists. Lack of assessment of patient health outcome effects.

Ghallager-Thompson et al. [49]

USA Longitudinal pre- to post-intervention study

Health-care professionals and students (340)

The Alzheimer’s Hispanic Outreach, Resource and Access Project.

Participant knowledge of CC and related attitude and clinical behavior.

Significant improvements in the measured variables were evident post-intervention (P< 0.05–0.005).

Kirmayer et al. [50] Canada Qualitative study Minority mental health patients (100)

Cultural consultation service; integrating different perspectives of psychiatry and medicine.

Referring clinicians’ satisfaction with patient progress.

Clinicians reported increased insight into cases, improved treatment, therapeutic alliance, understanding and communication. Limitations relate to the small sample size.

Majumdar et al. [51] Canada RCT Health-care providers (114) and patients (133)

Cultural sensitivity training for health-care providers, cultural awareness, communication and understanding.

Health-care provider attitude and cultural competency and patient health outcomes.

The program improved knowledge and attitudes of health-care providers in the experimental group (P = 0.011–0.0001). There were significant improvement in patient health outcomes and satisfaction.

Michalopoulou et al. [52]

USA RCT African-American patients (64)

Culturally sensitive GP practice of Ask Me 3 intervention. Encouraging active patient articipation in clinical process. Communication and interaction.

Patient-Perceived Cultural Competency Measure score.

No significant differences were found between experimental and control groups. Individuals seeing their regular GP reported significantly higher levels of satisfaction with care, than patients seeing their regular GP. Limitations include small sample size and a single ethnicity under study.

(continued )

C ulturalcom

petence and

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care •

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. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Table 2 Continued

Author (year) Location Experimental design

Sample (n) Integrated cultural care model

Outcome measures Results and limitations

Musolino et al. [57] USA Longitudinal pre- to post-intervention study

IHSS, professionals in medicine [60], pharmacy, nursing and PT (1974)

Cultural Competency and Mutual Respect education program.

Pre- to post-intervention scores on Campinha-Bacote’s Inventory for Assessing the Process of Cultural Competence-Revised.

Overall progress toward CC was observed pre- to post-intervention (P< 0.001). Cultural proficiency was not attained in IHSS, however. Further research needs to look into how the program can be delivered more effectively and its specific effect on health outcomes.

Reicherter et al. [58] USA Case control study/ pre-, post-test.

PT students (26) CC educational program. Yang Social Interaction survey [46] scores and Wilcoxon Rank Sum Test scores pre- to post-intervention.

There were no overall improvements in student knowledge and attitudes pre- to post-interventions. Limitations relate to small sample size and lack of examination of patient health outcomes effects.

Smith [53] USA Two group longitudinal pre- to post-intervention study

Registered nurses (94) CC curriculum. CSES scores and knowledge base scores.

Scores on the CSES and knowledge base were significantly better for intervention group (P= 0.015). Limitations relate to the sample size and the lack of assessment of patient health outcome effects.

Tang et al. [59] USA Cross-sectional pre- to post-intervention study

Medical students (167) Socio-cultural Medicine Program

Student attitudes to socio-cultural medicine.

Significant improvements were noted post-intervention in terms of general attitude, understanding of cultural issues in health care, importance of culture in doctor–patient relationship and patient health behavior (P < 0.01–0.001).

Thom et al. [54] USA RCT Primary care physicians (53) and patients (429)

CC curriculum for resident and practicing physicians.

Patient-Reported Physician Cultural Competence score; secondary outcomes were changes in patient health status and satisfaction.

There was no discernable impact of the intervention on patient health and attitude. Limitations relate to the brevity of the intervention.

Webb and Sergison [55]

UK Qualitative study Health-care professionals and students, social services professional and education professionals (140)

CC and antiracism training.

Self-reported cultural and racism awareness, knowledge and changed behavior.

CC and antiracism training were well received by professionals. It was a positive experience for trainees and perceived to be relevant to their practice. Appropriate and non-threatening training in CC change attitudes, behaviors and practice, including promoting good practice in communication across linguistic and cultural differences. Limitations relate to lack of measurement of patient satisfaction and health outcomes.

CKS, Cultural Knowledge Scale; IHSS, interdisciplinary health science students; PT, physical therapy; CSES, Cultural Self-Efficacy Scale.

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formulation and awareness were largely related to communica- tion issues and ignorance of traditions, different family struc- tures, identity conceptions and religious issues. [50]. Clinicians indicated favorable reviews of the consultation

service and reported overall greater CC [50]. In a similar study, Webb and Sergison [55] examined the effectiveness of the CC PCC training course, Equal Rights Equal Access. Of the respondents, 75% (n = 36) believed that the course had been effective in teaching CC and in particular communication and use of interpreter services [55]. Other notable themes were related to increased self-reported clinician awareness of the specific needs of ethnic minorities, embracing diversity in their clientele and alertness to own stereotypical views and generalizations [55].

Discussion

This review examined the effectiveness of PCC models that incorporate a CC perspective, in improving health outcomes among CALD patients. There were 13 studies that met the inclusion criteria for this review. Overall, we found evidence supporting the effectiveness of CC PCC training in increas- ing knowledge levels, self-reported practice and patient satis- faction. However, whereas increases in cultural knowledge and awareness were evident, no studies reported any signifi- cant findings in terms of patient health outcomes. In fact, only two studies used this variable as an outcome measure [51, 54], and both of these studies were hampered by partici- pant attrition or small sample sizes and short intervention periods. Importantly, the fact that most of the research on CC PCC programs measured effectiveness in terms of practi- tioner knowledge and not patient health represents a major shortcoming to the current research on this topic, as patient health outcome is one of, if not the most important indicator of effectiveness of any care model. Thus, the current results in this regard are limited, and more research is required to properly assess the impact of the reviewed interventions on patient health.

Limitations

As mentioned above, a major limitation to the research reviewed pertains to the lack of patient health outcome mea- sures in the majority of studies. Only two studies included such an evaluation variable, and both generated non- significant impacts—most likely due to low participant numbers and participant attrition. Future research should include evaluation of the practical effects of CC in PCC pro- grams in terms of patient health outcomes. Another limitation comprises the fact that the review did not include studies pub- lished in languages other than English, thus limiting an inter- national viewpoint. The current review was unable to include non-English language studies due to lack of funds to meet costs related to translation services. Finally, the difference in research design across studies—and the consequent difficulty in synthesizing and comparing the results of the research— also represents an important limitation.

Conclusion

The objective of this systematic review centered on the effect- iveness of PCC models that incorporate a CC perspective, in improving health outcomes among CALD patients. Of the initial 1450 studies identified in the first search round, 13 met the final inclusion criteria and were included in the review. The majority of the research demonstrated effectiveness of PCC models in terms of clinician/practitioner cultural knowl- edge, awareness and sensitivity. Only two articles examined effects of the intervention programs on patient health out- comes, with both studies reporting non-significant results on these variables. As such, although the programs may increase practitioner knowledge and awareness, there is no evidence that this translates to improved patient health. More research is, thus, required to properly examine the impact, if any, of CC PCC models on health outcomes.

Funding

This study was funded by the Australian Commission of Safety and Quality in Health Care.

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Cultural Competency

Cultural Competency

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Effects of cultural sensitivity training on health care provider attitudes and patient outcomes.

Effects of cultural sensitivity training on health care provider attitudes and patient outcomes.

The effectiveness of cultural competence programs in ethnic minority patient- centered health care—a systematic review of the literature A. M. N. RENZAHO1,2, P. ROMIOS3, C. CROCK4 AND A. L. SØNDERLUND5

1International Public Health Unit, Department of Epidemiology and Preventive Medicine, Monash University, Level 3, Burnet Building, 89 Commercial Rd, Melbourne, 3800 Victoria, Australia, 2Centre for Internal Health, Burnet Institute, Melbourne, 3004 Victoria, Australia, 3Health Issues Centre, Melbourne, 3086 Victoria, Australia, 4Australia Institute for Patient and Family-Centred Care, Melbourne, Victoria, USA, and 5Department of Psychology, University of Exeter, EX4 4QJ Devon, UK

Address reprint requests to: Andre M. N. Renzaho, International Public Health Unit, Department of Epidemiology and Preventive Medicine, Monash University, Level 3, Burnet Building, 89 Commercial Rd, Melbourne, 3800 Victoria, Australia. Tel: +61-3-92-51-77-72; Fax: +61-3-92-44-66-24; E-mail: andre.renzaho@monash.edu

Accepted for publication 2 December 2012

Abstract

Purpose. To examine the effectiveness of patient-centered care (PCC) models, which incorporate a cultural competence (CC) perspective, in improving health outcomes among culturally and linguistically diverse patients.

Data sources. The search included seven EBSCO-host databases: Academic Search Complete, Academic Search Premier, CINAHL with Full Text, Global Health, MEDLINE with Full Text, PsycINFO PsycARTICLES, PsycEXTRA, Psychology and Behavioural Sciences Collection and Pubmed, Web of Knowledge and Google Scholar.

Study selection. The review was undertaken following the preferred reporting items for systematic reviews and meta-analyses, and the critical appraisals skill program guidelines, covering the period from January 2000 to July 2011.

Data extraction. Data were extracted from the studies using a piloted form, including fields for study research design, popu- lation under study, setting, sample size, study results and limitations.

Results of data synthesis. The initial search identified 1450 potentially relevant studies. Only 13 met the inclusion criteria. Of these, 11 were quantitative studies and 2 were qualitative. The conclusions drawn from the retained studies indicated that CC PCC programs increased practitioners’ knowledge, awareness and cultural sensitivity. No significant findings were identified in terms of improved patient health outcomes.

Conclusion. PCC models that incorporate a CC component are increased practitioners’ knowledge about and awareness of dealing with culturally diverse patients. However, there is a considerable lack of research looking into whether this increase in practitioner knowledge translates into better practice, and in turn improved patient-related outcomes. More research examining this specific relationship is, thus, needed.

Keywords: patient-centered care, cultural competence, intercultural health care, health-care interventions

Introduction

Worldwide immigration has increased throughout the past century and considerably so in the past decade from 150 million migrants in 2000 to 214 million in 2010 [1]. Such change is reflected in various developed countries and specif- ically in public sectors such as health care, where the work- force and client base are becoming increasingly multifarious in terms of ethnicity and culture [2]. This demographic

transformation is not without its problems, however, as massive disparities in the health status of the population are evident, negatively affecting primarily ethnic and cultural mi- nority groups [3–6]. The successful delivery of health care in a multicultural

setting is often hampered by a host of factors, including chiefly language and non-verbal communication barriers between carer and patient [7, 8], lack of respect and/or aware- ness of cultural traditions and beliefs in the practitioner–client

International Journal for Quality in Health Care vol. 25 no. 3 © The Author 2013. Published by Oxford University Press in association with the International Society for Quality in Health Care; all rights reserved 261

International Journal for Quality in Health Care 2013; Volume 25, Number 3: pp. 261–269 10.1093/intqhc/mzt006 Advance Access Publication: 22 January 2013

relationship [9–11] and interpersonal as well as institutional stereotyping and prejudice [12–14]. Accordingly, several health-care models have been proposed to shift from a some- what paternalistic health-care model to an approach that engages the patient in decision making and self-care. Such models include cultural competence (CC) and patient-centered care (PCC) models [15, 16]. CC has been conceptualized as a ‘a set of congruent beha-

viors, attitudes and policies that come together in a system, agency or among professionals and enable that system, agency or those professions to work effectively in cross-cultural situa- tions’ [17–19]. It has been hypothesized that lack of awareness about cultural differences, together with culturally and linguis- tically diverse (CALD) patients’ lack of knowledge about the health system, can lead to two possible unwanted outcomes [16, 20]: (i) compromised patient–provider relationships, making it difficult for both providers and patients to achieve the most appropriate care and (ii) effects on patients’ health beliefs, practices and behaviors. As a result, the National Center for Cultural Competence in the USA has suggested a framework for CC [21] emphasizing the need of health-care systems to • have a defined set of values and principles, policies and structures that enable them to work effectively and cross-culturally;

• have the capacity to value diversity, conduct self- assessment, manage the difference and institutionaliza- tion of cultural knowledge and adapt to diversity and the cultural contexts of the communities they serve;

• incorporate the requirements above in all aspects of policy development, administration and practice/service delivery.

The health-care models

PCC relies on the recognition that each patient represents a distinctive case with unique requirements and treatment needs and, thus, focuses on holistic care provided through open carer–patient communication and collaboration [22]. Patient empowerment and support also feature prominently in this method. As such, PCC principally signifies a move away from a ‘one-size-fits-all’ approach in health care to a more tailored treatment plan [22, 23]. Several studies attest the relevance of PCC in a range of

health-care settings and the association between the form of patient care and health outcomes. For example, Stewart et al. [24] found significant positive correlations between patient- centered communication and patient perception of finding common ground (P = 0.01) and in turn linked such positive perceptions with better recovery (P = 0.0001), less concern (P = 0.02), better emotional health (P= 0.05) and fewer diag- nostic checks and referrals (up to 2 months later). These results were supported by Wanzer et al. [25] who linked patient satisfaction with communication and physician and nurse practice of PCC (r = 0.73, P = 0.001; r = 0.61, P = 0.001, respectively). Patient satisfaction with care received was also correlated with perceived physician PCC practice (r = 0.67, P= 0.001) and perceived nurse PCC practice (r = 0.68, P= 0.001) [25].

Similar findings highlight the value of PCC in other set- tings, including general preventive health care [26], diabetes management [27], cancer management [28–30], post-cancer follow-up treatment [31, 32], palliative care [33, 34], mental health [35] and HIV management and treatment [36]. Thus, there is considerable research providing relatively clear support for beneficial relationships between the practice of PCC and patient health, treatment and satisfaction.

PCC and CC

As PCC is designed to take into account the specific circum- stances relevant to each patient—including ethnic and cul- tural variables. The successful delivery of this type of collaborative care relies on the ‘CC’ of the health-care pro- vider. That is, for effective PCC, the practitioner must be able to communicate effectively verbally and non-verbally and respect the traditional practices and beliefs of the patient [37]. The significance of CC in health care is exemplified in several studies on issues such as physician language ability, cultural knowledge and patient satisfaction. Fernandez et al. [38], for example, found significant positive associations between physician self-rated language ability and successful elicitation of and responsiveness to patient concerns and pro- blems (OR 4.3; 95% CI, 1.75–10.56). Physician self-rated understanding of patients’ health-related cultural beliefs was also significantly linked with patient clarity (OR 3.98; 95% CI, 1.43–11.45), responsiveness (OR 4.56; 95% CI, 1.67– 12.46) and understanding of prognosis and condition (OR 4.5; 95% CI, 1.73–11.79). Similarly, Mazor et al. [8] found that a 10-week medical Spanish course for pediatric emer- gency department physicians was significantly associated with decreased use of interpreter services in patient care post- intervention (OR 0.34; 95% CI, 0.16–0.71) and increased patient satisfaction in terms of perceived physician concern (OR 2.1; 95% CI, 1.0–4.2), respectfulness (OR 3.0; 95%CI, 1.4–6.5) and listening/communication (OR 2.9; 95% CI, 1.4–5.9). In other examples, the CC of practitioners was positively correlated with minority patient satisfaction with received medical care (r2 = 0.193, P < 0.05) [39] (r = 0.32, P< 0.001) [40] and decreased blood pressure among hyper- tensive patients (r = –0.18; P < 0.05) [40]. These findings are further backed up in other research and appear to be rele- vant in a broad range of health-care settings [41–44]. As such, CC in health care can best be defined as practi-

tioner flexibility and adaptability in terms of working effective- ly within a variety of cultural and ethnic contexts. This includes linguistic abilities, as well as cultural knowledge, awareness, sensitivity and respect [32]. Considering the in- creasing ethnic and cultural diversity in health-care clientele, CC is, thus, an integral aspect of PCC.

The current review

PCC and CC have been found to be complementary in terms of improving health-care quality and outcomes [15]. Whereas patient-centeredness aims to improve health-care quality by

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emphasizing the inclusion of the patient’s perspective general- ly in caregiving, CC centers on circumventing cultural barriers between the health-care provider and client [45]. As such, both concepts focus on improved health care with an em- phasis on patient-centeredness that in turn begs for acknowl- edgement of patient diversity. On this backdrop, PCC and CC approaches aim for the development of effective communica- tion and clinical capabilities in health practitioners. For this reason, PCC and CC have been used interchangeably in the literature [45]. Nonetheless, there are relatively few PCC models that specifically incorporate a CC component and fewer still that have a cultural focus and have been empirically developed and evaluated [12, 46]. Thus, the aim of the follow- ing systematic review is to examine the effectiveness of PCC models that incorporate a CC perspective, in improving health outcomes among CALD patients.

Method

Protocol

This review was conducted according to the Preferred Reporting Items for Systematic Reviews and Meta-Analyses guidelines that can be accessed at www.prisma-guidelines.org (Fig. 1).

Information sources

A search of the following databases was conducted during August 2011: Academic Search Complete, Academic Search Premier, CINAHL with Full Text, Global Health, MEDLINE with Full Text, PsycINFO, PsycARTICLES, PsycEXTRA, Psychology and Behavioural Sciences Collection, Pubmed, Web of Knowledge and Google Scholar.

Search strategy and study selection process

The search terms used were based on MeSH keywords for ‘PCC’ and ‘cultural competency’. Searches were conducted on the following terms simultaneously: (i) Cultural competency terms (MeSH terms):

Competency, Cultural; Cultural Competencies; Cultural Competence; Competence, Cultural.

(ii) PCC terms (MeSH terms): Care, Patient-Centered; Patient-Centered Care; Nursing, Patient-Centered; Nursing, Patient Centered; Patient-Centered Nursing; Patient-Centered Nursing; Patient-Focused Care; Care, Patient-Focused; Patient-Focused Care; Medical Home; Home, Medical; Homes, Medical; Medical Homes;

(iii) Other terms (text word): Prejudice, Health care; Racism, Health care; Attitude, Health care.

Reference lists for relevant papers were also manually searched for additional citations. Studies were included in the review based on the following criteria: (i) The study was published in a peer-reviewed scientific

journal. (ii) The full text was available in English. (iii) The population under study comprised health-care

professionals and/or students and/or ethnic minorities.

(iv) The study centered on the development and effective- ness of patient-centered health-care models with a CC focus.

(v) The date of the publication was no earlier than 1 January 2000.

Validity assessment

Search results were assessed in three rounds. First, articles were filtered based on their title. Second, articles were retained or excluded after reviewing their abstracts. Third, the full-text versions of the remaining articles were obtained and reviewed. The empirical quality of the studies was assessed according to critical appraisal skill program guidelines (see Table 1).

Data extraction process

Data were extracted from the studies using a piloted form, including fields for study research design, population under study, setting, sample size, study results and limitations.

Figure 1 Flow chart of study selection.

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Table 1 Data extraction strategy

Inclusion criteria Yes No

Is the paper peer reviewed and is the full text available?

Proceed ↓

Exclude ↓

Does the study focus health-care delivery to ethnic minorities?

Proceed ↓

Exclude ↓

Does the study involve the development and assessment of (an) intercultural PCC model(s)?

Proceed ↓

Exclude ↓

Final decision Include Exclude

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Results

Study selection

A total of 1450 papers were identified in the initial search. The majority of these were rejected based on one or more of the following factors: the paper focused on general health- care delivery models without a CC component; the paper described culture-related training programs that were not part of PCC programs; the paper described CC health-care models, but with no empirical evaluation or evidence base; the paper was about work culture rather than ethnic culture; the paper did not cite empirical research (commentaries, book reviews, etc.); or a combination of the above. Overall, 13 studies met the inclusion criteria (see Table 1).

Study characteristics and samples

Seven of the studies reviewed were from the USA, four from Canada and two from the UK (See Table 1). The majority of the research was conducted in a professional (clinical/hos- pital) setting (n = 9) [47–55], but student settings were also used (n= 5) [49, 56–59]. All participants were adults over 18 years of age. The studies predominantly (n= 11) relied on quantitative research designs, including randomized control trials (RCT), longitudinal design, cross-sectional design and descriptive correlational design (see Table 1). Qualitative re- search designs were employed in the remaining studies (n= 2). Outcome measures comprised patient satisfaction with care, health outcome or practitioner behavior in four of the studies [50–52, 54], whereas the remaining nine studies gen- erally used practitioner knowledge and/or awareness of PCC and CC issues as evaluation measures [47–49, 53, 55–59] (Table 2).

Summary of findings

Two studies examined patient health outcomes as an evalu- ation measure. Majumdar et al. [51] investigated the effects of a CC course on 114 nurses and homecare workers. Effects of the program were also observed for 133 patients. Health-care workers who received the training demonstrated significantly higher understanding of multiculturalism than a control group (P< 0.0001). Similar findings were evident for cultural awareness (P= 0.0001), understanding of cultural dif- ferences (P = 0.001), cultural beliefs (P = 0.004), adopting health-care literature (P = 0.001), considering patient social circumstances (P = 0.011) and regarding culture as important in successful health-care treatment (P = 0.001). These results persisted over time. There were no significant findings in terms of patient health outcomes—however, this was pos- sibly due to attrition in the patient participant group [51]. Thom et al. [54] assessed the effectiveness of a CC training

curriculum administered to 53 physicians. The training program comprised cultural knowledge, intercultural commu- nication and cultural brokering (engaging the patient in the de- velopment of a treatment plan in a culturally sensitive fashion). The impact of the intervention was measured in

terms of the CC of the physician as rated by the patient. Secondary measures included patient satisfaction with received health care and outcomes. The study yielded no sig- nificant effects across all evaluation variables. Limitations were noted, however, and related to the brevity of the training cur- riculum (3–5 h), insufficient follow-up assessments and the fact that over 70% of participating physicians were of another ethnicity than Caucasian and, therefore, possibly already cul- turally capable [54]. The remaining eight studies relying on quantitative research

designs examined practitioner training and education pro- grams, with the exception of a single study that looked into African-American patient satisfaction and perception of phys- ician CC [52]. Here, the effectiveness of the ‘Ask Me 3’ inter- vention was evaluated. The program focused on increasing the quality of PCC and CC, by encouraging African-American patient involvement in the clinical process [52]. Results indi- cated no improvements in physician CC as rated by the patient. Significant progress was evident, however, in satisfac- tion for patients who saw their regular physician (P = 0.014). Thus, an interaction effect of physician familiarity and the intervention appeared to increase patient satisfaction with care received. Limitations mainly related to a small sample size (n = 64) [52]. Brathwaite and Majumdar [47, 48] assessed the effects of

a PCC educational program offered to 76 nurses at a Canadian hospital. The evaluation centered on pre- and post- intervention scores on the Cultural Knowledge Scale. Significant increases in CC over time were evident (P< 0.02) —specifically in relation to cultural knowledge, awareness, confidence and use of lessons learned [47, 48]. A study in the USA assessed the Cultural Competence

and Mutual Respect program that was delivered over 3 years to 1974 health-care students [57]. Evaluation was based on pre- to post-scores of the Inventory for Assessing the Process of Cultural Competence-Revised scale (ranging from 25 to 100 points), and significant improvements in student CC were evident with males increasing by 4.1 points (P < 0.001) and females by 3.8 points (P< 0.001) [57]. Comparable findings were established in four other studies.

[49, 53, 56, 59] One study [58] assessing the impact of a CC PCC educational program on university students found no significant improvements in CC post-intervention. This was, however, probably due to limitations of the measurement scales used and the brevity of the intervention period [58]. Finally, two qualitative studies were included in the review.

Kirmayer et al. [50] evaluated a program implemented as a cul- tural consultation service for mental health practitioners and primary care clinicians. Assessment of the service occurred through practitioner observation, reason for consultation, examining cultural formulations and recommendations as well as consultation outcome in terms of clinician satisfaction [50]. Patients comprised immigrants, refugees and asylum seekers (n = 102). The most common reasons for consultation with the service were difficulties with diagnosis (58%) and treat- ment planning (45%) as well as requests for assistance with specific ethnic groups or clients (25%) [50]. It was further evident that the main themes in terms of practitioner cultural

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Table 2 PCC models with a CC scope—from 2000 to present

Author (year) Location Experimental design

Sample (n) Integrated cultural care model

Outcome measures Results and limitations

Brathwaite[48] Canada Longitudinal pre- to post-intervention study

Registered nurses (76) Brief CC training course. Scores on the CKS. Results showed that the course was effective in increasing participants’ levels of CC (P< 0.000). Limitations relate to the small sample size and the lack of patient health outcome effects.

Brathwaite and Majumdar [47]

Canada Longitudinal pre- to post-intervention study

Registered nurses (76) Five-week CC training course.

Scores on the CKS. Nurses’ CKS scores increased significantly (Wilks’ Lambda P < 0.01). Limitations relate to small sample size, generalizability and lack of patient health outcome effects.

Crandall et al. [56] USA Longitudinal pre- to post-intervention study

Second-year medical students (12)

Adaptation and integration of cultural awareness, sensitivity and knowledge in medical practice.

Multi-national Assessment Questionnaire pre- to post-intervention scores.

A positive impact was apparent pre- to post-intervention. Further research to establish whether effect decays or persists. Lack of assessment of patient health outcome effects.

Ghallager-Thompson et al. [49]

USA Longitudinal pre- to post-intervention study

Health-care professionals and students (340)

The Alzheimer’s Hispanic Outreach, Resource and Access Project.

Participant knowledge of CC and related attitude and clinical behavior.

Significant improvements in the measured variables were evident post-intervention (P< 0.05–0.005).

Kirmayer et al. [50] Canada Qualitative study Minority mental health patients (100)

Cultural consultation service; integrating different perspectives of psychiatry and medicine.

Referring clinicians’ satisfaction with patient progress.

Clinicians reported increased insight into cases, improved treatment, therapeutic alliance, understanding and communication. Limitations relate to the small sample size.

Majumdar et al. [51] Canada RCT Health-care providers (114) and patients (133)

Cultural sensitivity training for health-care providers, cultural awareness, communication and understanding.

Health-care provider attitude and cultural competency and patient health outcomes.

The program improved knowledge and attitudes of health-care providers in the experimental group (P = 0.011–0.0001). There were significant improvement in patient health outcomes and satisfaction.

Michalopoulou et al. [52]

USA RCT African-American patients (64)

Culturally sensitive GP practice of Ask Me 3 intervention. Encouraging active patient articipation in clinical process. Communication and interaction.

Patient-Perceived Cultural Competency Measure score.

No significant differences were found between experimental and control groups. Individuals seeing their regular GP reported significantly higher levels of satisfaction with care, than patients seeing their regular GP. Limitations include small sample size and a single ethnicity under study.

(continued )

C ulturalcom

petence and

patient-centered health

care •

Equity

2 6 5

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Table 2 Continued

Author (year) Location Experimental design

Sample (n) Integrated cultural care model

Outcome measures Results and limitations

Musolino et al. [57] USA Longitudinal pre- to post-intervention study

IHSS, professionals in medicine [60], pharmacy, nursing and PT (1974)

Cultural Competency and Mutual Respect education program.

Pre- to post-intervention scores on Campinha-Bacote’s Inventory for Assessing the Process of Cultural Competence-Revised.

Overall progress toward CC was observed pre- to post-intervention (P< 0.001). Cultural proficiency was not attained in IHSS, however. Further research needs to look into how the program can be delivered more effectively and its specific effect on health outcomes.

Reicherter et al. [58] USA Case control study/ pre-, post-test.

PT students (26) CC educational program. Yang Social Interaction survey [46] scores and Wilcoxon Rank Sum Test scores pre- to post-intervention.

There were no overall improvements in student knowledge and attitudes pre- to post-interventions. Limitations relate to small sample size and lack of examination of patient health outcomes effects.

Smith [53] USA Two group longitudinal pre- to post-intervention study

Registered nurses (94) CC curriculum. CSES scores and knowledge base scores.

Scores on the CSES and knowledge base were significantly better for intervention group (P= 0.015). Limitations relate to the sample size and the lack of assessment of patient health outcome effects.

Tang et al. [59] USA Cross-sectional pre- to post-intervention study

Medical students (167) Socio-cultural Medicine Program

Student attitudes to socio-cultural medicine.

Significant improvements were noted post-intervention in terms of general attitude, understanding of cultural issues in health care, importance of culture in doctor–patient relationship and patient health behavior (P < 0.01–0.001).

Thom et al. [54] USA RCT Primary care physicians (53) and patients (429)

CC curriculum for resident and practicing physicians.

Patient-Reported Physician Cultural Competence score; secondary outcomes were changes in patient health status and satisfaction.

There was no discernable impact of the intervention on patient health and attitude. Limitations relate to the brevity of the intervention.

Webb and Sergison [55]

UK Qualitative study Health-care professionals and students, social services professional and education professionals (140)

CC and antiracism training.

Self-reported cultural and racism awareness, knowledge and changed behavior.

CC and antiracism training were well received by professionals. It was a positive experience for trainees and perceived to be relevant to their practice. Appropriate and non-threatening training in CC change attitudes, behaviors and practice, including promoting good practice in communication across linguistic and cultural differences. Limitations relate to lack of measurement of patient satisfaction and health outcomes.

CKS, Cultural Knowledge Scale; IHSS, interdisciplinary health science students; PT, physical therapy; CSES, Cultural Self-Efficacy Scale.

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formulation and awareness were largely related to communica- tion issues and ignorance of traditions, different family struc- tures, identity conceptions and religious issues. [50]. Clinicians indicated favorable reviews of the consultation

service and reported overall greater CC [50]. In a similar study, Webb and Sergison [55] examined the effectiveness of the CC PCC training course, Equal Rights Equal Access. Of the respondents, 75% (n = 36) believed that the course had been effective in teaching CC and in particular communication and use of interpreter services [55]. Other notable themes were related to increased self-reported clinician awareness of the specific needs of ethnic minorities, embracing diversity in their clientele and alertness to own stereotypical views and generalizations [55].

Discussion

This review examined the effectiveness of PCC models that incorporate a CC perspective, in improving health outcomes among CALD patients. There were 13 studies that met the inclusion criteria for this review. Overall, we found evidence supporting the effectiveness of CC PCC training in increas- ing knowledge levels, self-reported practice and patient satis- faction. However, whereas increases in cultural knowledge and awareness were evident, no studies reported any signifi- cant findings in terms of patient health outcomes. In fact, only two studies used this variable as an outcome measure [51, 54], and both of these studies were hampered by partici- pant attrition or small sample sizes and short intervention periods. Importantly, the fact that most of the research on CC PCC programs measured effectiveness in terms of practi- tioner knowledge and not patient health represents a major shortcoming to the current research on this topic, as patient health outcome is one of, if not the most important indicator of effectiveness of any care model. Thus, the current results in this regard are limited, and more research is required to properly assess the impact of the reviewed interventions on patient health.

Limitations

As mentioned above, a major limitation to the research reviewed pertains to the lack of patient health outcome mea- sures in the majority of studies. Only two studies included such an evaluation variable, and both generated non- significant impacts—most likely due to low participant numbers and participant attrition. Future research should include evaluation of the practical effects of CC in PCC pro- grams in terms of patient health outcomes. Another limitation comprises the fact that the review did not include studies pub- lished in languages other than English, thus limiting an inter- national viewpoint. The current review was unable to include non-English language studies due to lack of funds to meet costs related to translation services. Finally, the difference in research design across studies—and the consequent difficulty in synthesizing and comparing the results of the research— also represents an important limitation.

Conclusion

The objective of this systematic review centered on the effect- iveness of PCC models that incorporate a CC perspective, in improving health outcomes among CALD patients. Of the initial 1450 studies identified in the first search round, 13 met the final inclusion criteria and were included in the review. The majority of the research demonstrated effectiveness of PCC models in terms of clinician/practitioner cultural knowl- edge, awareness and sensitivity. Only two articles examined effects of the intervention programs on patient health out- comes, with both studies reporting non-significant results on these variables. As such, although the programs may increase practitioner knowledge and awareness, there is no evidence that this translates to improved patient health. More research is, thus, required to properly examine the impact, if any, of CC PCC models on health outcomes.

Funding

This study was funded by the Australian Commission of Safety and Quality in Health Care.

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