Rules and regulations regarding the delegation of nursing tasks




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DEPARTMENT OF REGULATORY AGENCIES

Division of Professions and Occupations

3 CCR 716-1
CHAPTER 13
RULES AND REGULATIONS REGARDING

THE DELEGATION OF NURSING TASKS
1. STATEMENT AND BASIS OF PURPOSE
The rules contained in this Chapter are adopted pursuant to authority granted the Board by section 12-38-108(1)(j), C.R.S., and specifically pursuant to authority granted in section 12-38-132(6), C.R.S. The purpose of these rules is to specify procedures and criteria regarding the delegation of nursing tasks.
2. The professional nurse is responsible for and accountable to each consumer of nursing care for the quality of nursing care he or she provides either directly or through the delegated care provided by others. Supervision of personnel associated with nursing tasks is included in the legal definition of the practice of professional nursing.
3. DEFINITIONS: For the purposes of these Chapter 13 Rules, the following terms have the indicated meaning;
3.1 "Board" means the State Board of Nursing.
3.2 "Client" means the recipient of nursing care.
3.3 “Competence” is the Certified Nurse Aide’s (CNA) ability to perform those tasks included in the expanded scope of practice as set forth in Section 7.3 of the Chapter 10 Rules, with reasonable skill and safety to a client, as deemed by the Professional Nurse (RN).

3.4 “Continued Competence” is the CNA’s ability to perform those tasks included in the expanded scope of practice as set forth in Section 7.3 of the Chapter 10 Rules, with reasonable skill and safety to a client, as deemed by the RN’s direct observation of the CNA’s clinical performance of the task to occur not less than annually after initially being deemed competent.

3.5 “Deemed Competent” is the RN’s determination that the CNA is competent to perform the task with reasonable skill and safety to a client.

3.6 "Delegatee" means an individual receiving the Delegation who acts in a complementary role to the professional nurse, who has been trained appropriately for the task delegated, and whom the professional nurse authorizes to perform a task that the individual is not otherwise authorized to perform.


3.7 "Delegation" means the assignment to a competent individual the authority to perform in a selected situation a selected nursing task included in the practice of professional nursing as defined in Section 12-38-103(10), C.R.S.
3.8 "Delegator" means the professional nurse making the Delegation; the Delegator must hold a current, active license.
3.9 “Developmental Disabilities Nurse (DDN) Setting” means a practice setting for a professional nurse employed by or contracted by community center boards, the community board’s provider organizations or other agencies providing services through the Colorado Division of Developmental Disabilities.
3.10 Individualized Healthcare Plan (“IHP”) means a plan for a specific Client that is developed by a professional nurse employed or contracted by the Client’s School, Licensed Child Care Facility, or DDN Setting in conjunction with the Client and parent or guardian and, if applicable, based on the Client’s Practitioner’s orders for the administration of Medications and/or treatments for the Client.
3.11 "Licensed Child Care Facility" means any facility licensed as a family child care home or child care center as defined in Section 26-6-102, C.R.S.
3.12 “Medication” means any prescription or nonprescription drug as defined in Section 12-42.5-102, C.R.S.
3.13 “Practitioner” means a person authorized by law to prescribe treatment, Medication or medical devices and acting within the scope of such authority.
3.14 “School” means any institution of primary or secondary education, including preschool and kindergarten.
3.15 "Supervision" means the provision of guidance and review by a qualified professional nurse for the accomplishment of a nursing task or activity, with initial direction of the task, periodic inspection of the actual act of accomplishing the task or activity, and evaluation of the outcome.
4. CRITERIA FOR DELEGATION
4.1 Any nursing task delegated by the professional nurse shall be:
4.1.1 Within the area of responsibility of the nurse delegating the task;
4.1.2 Within the knowledge, skills and ability of the nurse delegating the task;
4.1.3 Of a routine, repetitive nature and shall not require the Delegatee to exercise nursing judgment or intervention;
4.1.4 A task that a reasonable and prudent nurse would find to be within generally accepted nursing practice;
4.1.5 An act consistent with the health and safety of the Client; and
4.1.6 Limited to a specific Delegatee, for a specific Client, and within a specific time frame, except for Delegation in Schools or Delegation in a Licensed Child Care Facility as described in Section 7 of these Chapter 13 Rules.
4.2 The Delegatee shall not further delegate to another individual the tasks delegated by the professional nurse.
4.3 The delegated task may not be expanded without the express permission of the

Delegator.


4.4 The Delegator shall assure that the Delegatee can and will perform the task with the degree of care and skill that would be expected of the professional nurse.
5. RESPONSIBILITY OF THE DELEGATOR
5.1 The decision to delegate shall be based on the Delegator's assessments of the following:
5.1.1 The Client’s nursing care needs, including, but not limited to, complexity and frequency of the nursing care, stability of the Client, and degree of immediate risk to the Client if the task is not carried out;
5.1.2 The Delegatee's knowledge, skills and abilities after training has been provided;
5.1.3 The nature of the task being delegated including, but not limited to, degree of invasiveness, irreversibility, predictability of outcome, and potential for harm;
5.1.4 The availability and accessibility of resources, including but not limited to, appropriate equipment, adequate supplies and appropriate other health care personnel to meet the Client's nursing care needs; and
5.1.5 The availability of adequate Supervision of the Delegatee.
5.2 The Delegator shall:

5.2.1 Explain the Delegation to the Delegatee and that the delegated task is limited to the identified Client within the identified time frame;


5.2.2 As appropriate, either instruct the Delegatee in the delegated task and verify the Delegatee’s competency to perform the delegated nursing task, or verify the Delegatee’s competence to perform the delegated nursing task;
5.2.3 Provide instruction on how to intervene in any foreseeable risks that may be associated with the delegated task;
5.2.4 Provide appropriate and adequate Supervision to the Delegatee to the degree determined by the Delegator, based on an evaluation of all factors indicated in Section 5.1; and
5.2.5 If the delegated task is to be performed more than once, develop and employ a system for ongoing monitoring of the Delegatee.
5.3 The Delegator, on an ongoing basis, shall evaluate the following:

5.3.1 The degree to which nursing care needs of the Client are being met;


5.3.2 The performance by the Delegatee of the delegated task;

5.3.3 The need for further training and/or instruction; and

5.3.4 The need to continue or withdraw the Delegation.

5.4 Documentation of the Delegation by the Delegator in the Client record shall adhere to generally accepted standards and shall minimally include, but not be limited to, the following:


5.4.1 Assessment of the Client;
5.4.2 Identification of the task delegated, the Delegatee, the Delegator, time delegated, and time frame for which the Delegation is effective;
5.4.3 Direction for documentation by the Delegatee that the task or procedure was performed and the Client’s response, if appropriate; and
5.4.4 Periodic evaluation of the Client’s response to the performed delegated task.

6. STANDARDS FOR THE ACCOUNTABILITY OF THE DELEGATOR
6.1 The Delegator shall adhere to the provisions of the Nurse Practice Act and the rules and regulations of the Board.

6.2 The Delegator is accountable for the decision to delegate and the assessments indicated in Section 5.1.


6.3 The Delegator is accountable for monitoring, outcome evaluation, and follow-up of each

Delegation.


6.4 The Delegator is accountable for the act of delegating and supervising.
7. DELEGATION OF THE ADMINISTRATION OF ORAL, TOPICAL, AND INHALED MEDICATIONS IN SCHOOLS AND LICENSED CHILD CARE FACILITIES
7.1 A professional nurse employed or contracted by a School or Licensed Child Care Facility may delegate the administration of oral, topical (including eye and ear drops) and inhaled Medications to a specific Delegatee(s) for the population of a School, within a specific time frame not to exceed one school year.
7.2 A professional nurse employed by or contracted by a school district or Licensed Child Care Facility may delegate to one or more specific Delegatee(s) who has successfully completed appropriate training the administration of emergency medications, prepackaged in unit dose preparations, with the expressed exception by the exclusion of injectable epinephrine, where there is an emergency need for such treatment. The professional nurse must provide to the Delegatee a specific written protocol for each Client as determined in the IHP.
7.3 The Delegator shall not delegate the administration of Medications in Schools or Licensed Child Care Facility to any Client where the route of medication administration is not included in Sections 7.1 or 7.2 above.
7.4 The Delegator shall not delegate the administration of Medications in Schools or Licensed Child Care Facility where the administration requires the Delegatee to exercise the judgment required of a professional nurse.
7.5 Medication administration must occur within the context of generally accepted standards, including authorization by an individual authorized by statute to prescribe; appropriate storage of Medications; administration procedures including the use of pharmacy or pharmaceutical company labeled Medications; and documentation.
7.6 Nothing in this Section 7 shall be construed to prohibit a professional nurse from delegating a specific nursing task to a specific Delegatee for a specific Client in the School or Licensed Child Care Facility setting, as otherwise provided for and governed by the provisions of these Chapter 13 Rules.
8. DELEGATION OF INSULIN AND GLUCAGON ADMINISTRATION IN THE SCHOOL SETTING, LICENSED CHILD CARE FACILITY OR DDN SETTING
8.1 The injection of insulin or glucagon is a nursing task that may be delegated in accordance with the requirements of these Chapter 13 Rules. The selection of the type of insulin and dosage levels shall not be delegated.
8.2 An IHP shall be developed for any Client receiving insulin in the School, Licensed Child Care Facility or DDN Setting. Delegation of tasks for Clients with diabetes shall be confined to procedures that do not require nursing assessment, judgment, evaluation or complex skills.
8.2.1 By example, but not limited to the following list, the IHP may include:
8.2.1.1 Carbohydrate counting
8.2.1.2 Glucose testing
8.2.1.3 Activation or suspension of an insulin pump
8.2.1.4 Usage of insulin pens
8.2.1.5 Medical orders
8.2.1.6 Emergency protocols related to glucagon administration
8.3 Insulin injection by the Delegatee shall only occur when the Delegatee has followed the guidelines of the IHP.
8.3.1 Dosages of insulin may be injected by the Delegatee as designated in the IHP.
8.3.2 Non-routine, correction dosages of insulin may be given by the Delegatee only after:
8.3.2.1 Following the guidelines of the IHP; and
8.3.2.2 Consulting with the Delegator, parent or guardian, as designated in the IHP, and verifying and confirming the type and dosage of insulin being injected.
8.3.3 Under Section 8.3, insulin injection by the Delegatee is limited to a specific Delegatee, for a specific Client and for a specific time.
8.4 When the Delegator determines that the Client is capable of self-administration, as documented in the IHP, the Delegator may delegate to the Delegatee as designated in the IHP the verification of insulin dosage via pump or injection.
8.5 When the Client is not capable of self-administration, routine daily meal boluses of insulin, based on carbohydrate counts and blood glucose levels, may be injected via the insulin pump by the Delegatee as designated in the IHP.
9. EXCLUSIONS FROM THE CHAPTER 13 RULES
9.1 Any person registered, certified, licensed, or otherwise legally authorized in this state under any other law engaging in the practice for which such person is registered, certified, licensed, or authorized.
9.2 Any person performing a task legally authorized by any person registered, certified, or licensed in this state under any other law to delegate the task.
9.3 The professional nurse who teaches the Child Care Medication Administration course required by the Colorado Department of Human Services shall not be considered to be delegating as defined by these Chapter 13 Rules.
9.4 The professional nurse who teaches epinephrine auto-injection to designated school staff that act in an emergency situation to assist a Client shall not be construed to be delegating as defined by these Chapter 13 Rules.
9.5 The issuance by an advanced practice nurse with prescriptive authority of standing orders and protocols for the use of epinephrine auto-injectors for emergency use to designated school staff shall not be construed to be delegating as defined by these Chapter 13 Rules.
9.6 Any child care provider as defined in Section 26-6-102(1.7), C.R.S. acting in compliance with Section 26-6-119, C.R.S., and any rules enacted pursuant to that section. Such child care provider must:

9.6.1 Have successfully completed a medication administration instructional program that is approved by the Colorado Department of Human Services;


9.6.2 Have daily physical contact with the parent or guardian of the Client to whom medications are administered;
9.6.3 Administer only routine medications and only in compliance with rules promulgated by the state Board of Human Services;
9.6.4 In emergency situations requiring the administration of unit dose epinephrine, comply with any protocols written by the prescribing health care professional; and
9.6.5 Administer a nebulized inhaled medication only in compliance with protocols written by the prescribing health care professional that identify the need for such administration.
10. CNA EXPANDED SCOPE OF PRACTICE / NOT CONSIDERED DELEGATION OF NURSING TASKS
10.1 The following tasks included in the CNA’s expanded scope of practice as set forth in 12-38.1-108.5(1)(a), (b), and (c), C.R.S., are not considered delegated nursing tasks provided that a RN has deemed the CNA competent to perform such tasks:
10.1.1 Digital stimulation, insertion of a suppository, or the use of an enema, or any other medically acceptable procedure to stimulate a bowel movement for clients/patients with stable health conditions and are not considered high risk;

10.1.2 Gastrostomy-tube and jejunostomy-tube feedings for clients/patients with stable health conditions and are not considered high risk; and


10.1.3 Placement in a client’s mouth of presorted medication that has been boxed or packaged by a Registered Nurse, a Licensed Practical Nurse, or a Pharmacist for clients/patients with stable health conditions and are not considered high risk.
A. The CNA may only perform this task if the boxed or packaged medication has been stored in a secure manner and showing no sign of tampering.
B. The CNA will report any medication not placed in the client’s mouth in a timely manner but not more than two hours after the medication was due.
10.2 The CNA, pursuant to the definition of nurse aide at 12-38.1-102(5), C.R.S., requires supervision of tasks by an actively licensed healthcare professional. Such services are performed under the supervision of a dentist, physician, podiatrist, professional nurse, licensed practical nurse, or other licensed or certified health care professional acting within the scope of the license or certificate.
10.3 A RN who in good faith determines that a CNA is competent to perform the tasks listed in Section 10.1 of these Chapter 13 Rules is not liable for the actions of the CNA in the performance of the tasks.
10.3.1 The RN deeming a CNA competent to perform tasks listed in Section 10.1 will have the knowledge, skills and ability to perform such skills and teach such skills.

10.3.2 For the purposes of this rule, “is not liable” means the actions of the CNA in the performance of the expanded scope listed in Section 10.1 of these Rules shall not form the basis for discipline for the RN pursuant to 12-38-117(1), C.R.S.


10.4 A RN may determine a CNA is competent to perform the tasks listed in Section 10.1 of these Chapter 13 Rules by teaching such task, demonstration of clinical performance of the task followed by return demonstration of the performance of the task by the CNA:
A. Teaching of the procedure to perform the task;

B. RN demonstration of the steps to perform the task;

C. Review of risks associated with performance of the task;

D. Identification of what to report to the supervising healthcare professional; and

E. Return demonstration of the clinical performance of the task.
10.4.1 Digital stimulation, insertion of a suppository, or the use of an enema, or any other medically acceptable procedure to stimulate a bowel movement for clients/patients with stable health conditions and are not considered high risk;
A. The RN will include within the teaching of this task that it will only be performed for clients/patients with stable health conditions and are not considered high risk.
10.4.2 Gastrostomy-tube and jejunostomy-tube feedings for clients/patients with stable health conditions and are not considered high risk;
A. The RN will include within the teaching of this task that it will only be performed for clients/patients with stable health conditions and are not considered high risk.
10.4.3 Placement in a client’s mouth of presorted medication that has been boxed or packaged by a Registered Nurse, a Licensed Practical Nurse, or a Pharmacist for clients/patients with stable health conditions and are not considered high risk.
A. The RN will include within the teaching of this task that it will only be performed for clients/patients with stable health conditions and are not considered high risk.
10.4.4 When the RN deems the CNA competent to perform a task, a competency document will be completed. The competency document will be signed, dated and retained for at least one year by the RN determining competency. The competency document will be signed, dated and retained permanently by the CNA deemed competent to perform such tasks.
10.4.5 Within 30 days of being deemed competent to perform the tasks in Section 10.1 of these Chapter 13 Rules the CNA will update the expanded scope questions on the Healthcare Professions Profile (HPPP) indicating the tasks the CNA has been deemed competent to perform, the name and license number of the RN that deemed the CNA competent, along with the date deemed competent.

10.5 The RN must deem the CNA competent to perform the tasks in section 10.1 of these Chapter 13 Rules as evidenced by a competency document as described in Section 10.4 of these Chapter 13 Rules signed, dated and retained for at least one year by the RN determining competence. The competency document will be signed, dated and retained permanently by the CNA deemed competent to perform such task. The competency document will be produced upon Board request.


10.6 Continued Competence of the CNA to perform tasks in section 10.1
10.6.1 Not less than annually the CNA must demonstrate continued competence under the direct clinical observation of the RN to perform the tasks in section 10.1. Upon determination of the continued competence and the CNA demonstrating continued competence an updated competency document will be signed, dated and retained for at least one year by the RN determining continued competence. The updated competency document will be signed, dated and retained permanently by the CNA demonstrating continued competence. The competency document will be provided to the Board upon request.
10.6.2 Within 30 days of the completion of the updated competency document the CNA will update the expanded scope questions on the HPPP indicating the tasks the CNA has continued competence to perform, along with the name and license number of the RN that deemed continued competence and the date of such completion.

10.7 Nothing in this Section 10 will be construed to prohibit or impede a facility, agency or employer from establishing policies and procedures for the tasks set forth in Section 10.1, provided these minimum requirements are met.


Adopted: April 28, 2010


Effective: June 30, 2010
Revised: April 22, 2014
Effective: June 14, 2014
Revised: July 21, 2015
Emergency adoption effective: August 5, 2015


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