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Collegian (2014) 21, 345—351

Available online at www.sciencedirect.com

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journal homepage: www.elsevier.com/locate/coll

Families and caregivers of older people:


Expectations, communication and care
decisions
Robin Digby, MN, RN, BA a,∗, Melissa J. Bloomer, MN(Hons),
MPET, MNP, GCPET, GCDE, Critical Care Ce b,1

a
The Mornington Centre, Peninsula Health, Cnr Tyalla Grove and Separation Street, Mornington,
VIC 3931, Australia
b
Palliative Care Research Team, Monash University, School of Nursing, Hastings Road, Frankston,
VIC 3199, Australia

Received 4 June 2012; received in revised form 31 May 2013; accepted 28 August 2013

KEYWORDS Summary While family caregivers may temporarily relinquish responsibility for daily care
Families; to health professionals for the period of hospitalization, new expectations and demands are
Care-givers; placed upon them. Family caregivers can be asked to commit to new relationships with health
Care decisions; professionals, contribute to care decisions and discharge planning. For the caregivers of older
Discharge-planning; patients these new expectations may be challenging, and contribute to feelings of burden and
Older people increased stress. The aim of this qualitative descriptive study was to explore the experience of
family caregivers when their relative is an inpatient in this outer Melbourne geriatric evalua-
tion and management facility. This study found that the burden associated with the experience
of caregiving continued despite the hospitalization of their relative. The challenges faced by
families included communicating with health professionals, and being asked to contribute to
care decisions, in particular those regarding discharge planning, and managing conflict. In con-
clusion, the issues and challenges faced by family caregivers needs to be acknowledged and
considered as an extension of patient care planning.
© 2013 Australian College of Nursing Ltd. Published by Elsevier Ltd.

Introduction

There is a growing focus on improving the way that


Australian health services communicate and consult with
families and caregivers. This is reflected in the Victorian gov-

Corresponding author. Tel.: +61 3 5976 9000. ernment initiative ‘Best care for older people everywhere’
E-mail addresses: rdigby@phcn.vic.gov.au (R. Digby), toolkit (Department of Health, 2011) which is a key deliver-
Melissa.bloomer@monash.edu.au (M.J. Bloomer). able in the strategic plan of the health service in which this
1 Tel.: +61 3 9904 4203. study is set. Family caregivers can experience a high level of

1322-7696/$ — see front matter © 2013 Australian College of Nursing Ltd. Published by Elsevier Ltd.
http://dx.doi.org/10.1016/j.colegn.2013.08.006
346 R. Digby, M.J. Bloomer

anxiety when their relative goes into hospital, and caregiver person at the centre of their own care and considers the
resilience and support are important predictors of successful needs of the older person’s carer’ (Victorian Government
discharge planning (Bauer, Fitzgerald, Koch, & King, 2011; Department of Human Services, 2003). In this model the
Cox, 1996; Efraimsson, Sandman, Hyden & Rasmussen, 2006; perspectives of the patients and family are central to the
Haesler, Bauer, & Nay, 2007) — one of many reasons that this planning and delivery of care, and the clinical team need
is essential to maintain. In the case of older people, espe- to get to know the person and their circumstances beyond
cially those with dementia, the processes used by hospitals the diagnosis. Effective information sharing between the
to prepare families to receive them back into the commu- clinicians, the patients and families is essential to enable
nity are vital to a successful discharge. Failure to consult informed choices which are incorporated and respected by
and adequately communicate with the families results in the team. To facilitate this communication, each patient and
a greater risk of re-admission (Fitzgerald, Bauer, Koch, & family is assigned a clinician as ‘key contact person’ (KCP)
King, 2011; Haesler, Bauer, & Nay, 2008; Hennings, Froggatt, whose role is to liaise between the patient/family and the
& Keady, 2010). team, and advocate for the patient in team discussions. Due
Family caregivers are frequently called on to participate to the nature of shift work, nurses are less likely to under-
in decision-making on behalf of their relatives. This responsi- take the KCP role compared to allied health professionals
bility can be accompanied by feelings of burden and anxiety who are consistently available on weekdays.
and it is important to ensure that adequate support is pro- No Australian studies were found which examine the
vided to them to avoid rushed decision-making and poor actual success of communication with families in sub-acute
outcomes, both of which may lead to dissatisfaction with care; hence this study was undertaken in a 60-bed geri-
care (Hines et al., 2011). It is particularly necessary when atric evaluation and management (GEM) facility in outer
the decisions are about life-sustaining treatment, as the Melbourne.
burden of making these decisions can have on-going psy-
chological consequences for the decision-maker (Hansen,
Archbold, Stewart, Westfall, & Ganzini, 2005). Family care-
Research questions
givers can feel overwhelmed by the healthcare system about
which they have little knowledge and this can lead to • How do family caregivers perceive the communication
a feeling of powerlessness and the inability to influence with health professionals while their relative is an inpa-
the decisions advocated by the clinical team (Efraimsson tient in this facility?
et al., 2006). When communication is used effectively, bet- • What is the family caregivers’ experience of their involve-
ter outcomes ensue for the patient and their families, and ment in discharge planning and decision-making for their
importantly the compassion of the staff is evident. relative?
Many of the family caregivers of people in sub-acute • What are the opportunities for improvement in communi-
care may need considerable support to navigate their way cation with families as seen through their eyes?
through the health system and to ensure that they are able
to continue as caregiver once their relative is discharged, as Aim
they are often older and may have health issues themselves
(Haesler et al., 2008). There is a danger that vulnerable The aim of the research is to better understand the experi-
family caregivers can feel disempowered by the health care ence of the family carers when their relative is an inpatient
system, as a result of their exclusion from decision-making in the sub-acute facility, particularly regarding commu-
and the lack of recognition for their ‘expertise’ in the care nication with the clinical team and involvement in care
of their relative (Bauer, Fitzgerald, Haesler & Manfrin, 2009; decisions.
Douglas-Dunbar & Gardiner, 2007; Haesler, Bauer, & Nay,
2010). In many instances older people are likely to defer to
the opinion of the health professional rather than contribute Setting
to decision-making (Stewart, Meredith, Brown, & Galajda,
2000). The stress and anxiety felt by family caregivers when The setting for this study was a 60-bed geriatric evalu-
their relative is an inpatient cannot be underestimated. ation and management facility which is part of an outer
Excluding them from discussions is counterproductive as the Melbourne Australia health network. The majority of the
success of discharge is dependent on the capabilities of the patients are admitted from the nearby acute hospital where
family to manage the care of the person at home. Their input they have been treated for an acute illness or injury, and
into discharge planning is therefore fundamental. many of them have multiple co-morbidities and chronic
The health service in which this study was set has an illnesses. Orthopaedic or neurological conditions, cardio-
interdisciplinary care programme, which aims to promote vascular disease including stroke, respiratory diseases and
a cohesive interdisciplinary team approach which is focused malignancies are frequent presenting diagnoses, and the
on person centred goals and outcomes and facilitates patient complicating issues of dementia, diabetes and obesity are
and carer involvement in care (Peninsula Health, 2013) This common. The busy, noisy and unfamiliar hospital environ-
focus on person centred goals and outcomes underpins the ment can exacerbate spatial disorientation and anxiety in
delivery of care to the sub-acute inpatients. The main prin- the person with dementia, subsequently leading to unsettled
ciples include a person-centred approach which is delivered or aggressive behaviour (Marquandt, 2011) adding additional
by an interdisciplinary team supported by best practice evi- challenges to care. The average age of the patients is
dence (Bourke & Edis, 2011). Person-centred care in this 85 and the average length of stay (LOS) is 23 days, with
facility is defined as ‘treatment and care . . . that places the approximately one third being discharged to residential
Families and caregivers of older people 347

care. The common goals of care in this facility are to opti- The questions initially explored include ‘How have you
mize mobility and function and plan for the future. Many of found the experience of your relative being a patient here?
the patients would have already been receiving significant ‘Tell me about the communication you have had with the
family support before admission or would require substan- health professionals’, ‘Have you been required to make
tial assistance from family or others after discharge. For decisions on behalf of your relative and how have you
many people, decisions would need to be made about the found this experience?’ and ‘Have you been involved in dis-
most appropriate discharge destination or supports needed charge planning discussions?’ The intention was to stimulate
at home. It is therefore crucial that families and carers conversation about these topics rather than elicit direct
are involved in these discussions so that the older person responses to the specific questions.
is appropriately supported and the best outcomes are facil-
itated.
Data analysis
Methods and design
The digital recordings were professionally transcribed ver-
batim. The researchers individually read the transcriptions
A qualitative descriptive design using in-depth semi-
several times while listening to the audio recordings in order
structured interviews was used to obtain information from
to become immersed in the data. The researchers then inde-
family carers about their experience with communication
pendently manually coded the data, extracting themes using
and their involvement in care decisions for their relative.
the ‘qualitative content analysis’ method (Hsieh & Shannon,
The topic under consideration lent itself to a qualitative
2005). This method of analysis was chosen because it allows
descriptive design. This approach is particularly suited to
the ‘meanings, intentions, consequences and context’ of the
finding answers to questions such as ‘What are the concerns
data to be uncovered without relying on counting words and
of people about an event?’ (Sandelowski, 2000). Individual
phrases, at the same time acknowledging that the data col-
interviews were ideal for this study because interviewing
lection is influenced by the perspectives of the researcher
can enable the viewpoint of the participant to take centre
and the information that the participants are willing or able
stage and rich information about the topic can be gained.
to provide (Downe-Wamboldt, 1992). Both manifest content
There is inherently significant flexibility because it enables
(that which is obvious) and latent content (the underly-
unanticipated responses to be accommodated and there is
ing meaning) of the text were considered (Graneheim &
the potential to explore spontaneous issues that may arise
Lundman, 2004). Meaning units (words, sentences and para-
(Ryan, Coughlan, & Cronin, 2009).
graphs which contain common threads) were first identified,
then given a label and grouped with others with a similar
Study participants meaning with constant referral back to the original tran-
script for verification. They were then studied to identify
the manifest content. Further examination uncovered the
Following approval from the human research ethics com-
themes which demonstrate the latent content (Graneheim &
mittee of the health service, purposive sampling was used
Lundman). When this process was complete the researchers
to identify potential participants. They were all family car-
compared results, coming to an agreement about any dif-
ers of people who had been inpatients at the facility for at
ferences in interpretation. The themes were then discussed
least three weeks to ensure that they had had the opportu-
and finalized.
nity to experience communication with the KCP and other
members of the clinical team. Potential participants were
identified from the patient admission data and their pos-
sible inclusion was discussed with the clinical team before Findings
approaching the family carers for an initial discussion. Peo-
ple were excluded if English was not their first language, Participants were almost universally appreciative of the
or if they had not had involvement in the care of their rel- efforts of the healthcare team, however most could also
ative prior to their current hospitalization. The potential identify opportunities for improvement. The major themes
participants were approached by the researcher and an ini- that emerged from the interviews centred on the family
tial explanation was given about the study in order for them caregivers’ need for consistent reliable communication and
to make a decision about their involvement. All agreed to involvement in care decisions.
participate and most appeared pleased to have the oppor-
tunity to share their views. The study sample consisted of 7
women and 1 man, of whom 4 were daughters, 3 were wives • Communication is very important and being able to iden-
and one was the son of current inpatients (see Table 1). They tify a single health professional with whom they could
are referred to by pseudonyms in this article to protect their address their queries and from whom they could receive
anonymity. information, was seen as a strong positive.
Following consent, each participant was interviewed in • The burden of caregiving on family members is significant,
a private room without their relative. The interviews were and many of the carers experience a high degree of stress.
digitally recorded, and the researcher also kept journal • Decision-making on behalf of someone else can be prob-
notes to log information not evident in the recordings such lematic for some and has the potential to cause family
as body language, facial expressions and mannerisms. The conflict. Not all the carers felt they had been adequately
interviews lasted between 20 and 40 min. involved in the plans for discharge.
348 R. Digby, M.J. Bloomer

Table 1 Participant details.

Date of interview Name of patient Age of patient Diagnosis Participant and relationship to patient

14th May 2012 Diane 86 #(R) hip Caroline daughter


15th May 2012 Keith 88 # ® Neck of femur Sonia, wife
16th May 2012 Jessie 84 Elective ® hip internal fixation Marie, daughter
16th May 2012 Evan 92 Stroke Natalie, daughter and Terry, son
16th May 2012 Jack 83 # (L) hip Jan, wife
17th May 2012 Morrie 77 Acute osteomyelitis ® hip Patricia, wife
17th May 2012 Harriet 94 Osteoarthritis ® heel Rhoda, daughter

The importance of communication When talking about nurses, the participants reflected
positively on the care and support provided by the nursing
Those participants who were able to identify a single health staff.
professional with whom they had regular communication
‘The nurses were great and very patient with Dad
demonstrated greater satisfaction with communication than
(Natalie, daughter).
those who could not. Having a health professional who they
knew by name, and could contact, provided reassurance and But interestingly, when talking about accessing informa-
continuity. This health professional may or may not have tion, participants suggested that shift work and the numbers
been the allocated KCP. of nurses in the ward meant that nurses were acknowledged
for providing care, but they were not seen as a source of
‘She rings me after the meeting each week and I’ve kept
information concerning care decisions, or discharge plan-
well up to date with what’s happening in Mum’s care . . .
ning. This is also likely due to the fact that nurses were
whereas when Mum’s been in hospital before and I’ve
less likely to act as KCP, and thus while the care provided
rung up, you feel they don’t really know who you’re
by nurses was acknowledged, they were not regarded as a
enquiring about’. (Caroline, daughter).
source of up to date information.
‘The social worker has been great. She even gave me her ‘. . . if you’re getting a different nurse every day that
direct line and said ‘Ring me any time’ which is amazing makes it difficult for the family to sort of ask questions:
— not many people say that to you, and if they do they ‘how’s she going?’ you know. (Marie, daughter).
don’t mean it’! (Natalie, daughter).
Those participants who reported spending time each day
Despite the fact that all patients and families are allo- in the hospital with their relative reported feeling better
cated a KCP on admission, it appears that some clinicians informed, perhaps because they had more opportunity for
take on this role with more success than others. contact with the staff.
‘I was told there would be a family meeting but it never ‘I think if the family wants to involve themselves then
happened. My daughter and I were quite prepared to go they will find out everything. If they don’t and they come
but were never invited to a meeting’. (Sylvia, wife). once a week well, you know. . .’ (Marie, daughter).
‘If you asked John he’d say there’s no communication at
all’. (Jan, wife). Carer stress
Not knowing what is going on with their relative can
Many of the family carers were older people themselves and
unnecessarily escalate anxiety in the family carer.
consequently may also have health or cognitive problems
‘I didn’t get a phone call. I had been awake worrying you which impact on their ability to provide care for another.
know because I didn’t think he was well enough (for a The stress involved with having their relative in hospital was
home visit). (Jan, wife). evident, and the level of commitment to their relative was
described as a burden, yet they felt compelled to be present
Most of the participants reported that they had had very for their relative.
little communication with the doctors, and mostly their con-
tact with them was by chance, but they did not think they ‘It’s been bloody hard. . . I was fifteen and he was sixteen
were a source of information. when we met. . . we’ve just sort of been us’. (Patricia,
wife).
‘I have seen the doctor twice. . . but that was just lucky,
he just happened to come in’. (Rhoda, daughter). ‘It’s been very worrying and very tiring’ (Sylvia).

‘I have waved to the doctors and said ‘how’s he going?’. . . The younger participants also found the experience
and that’s about it. I don’t get any contact’. (Jan, wife). stressful in some instances, related not only to the health
of their relative but to their concerns about discharge plan-
‘No (I haven’t had much contact with the doctors) but I ning and their other responsibilities, such as caring for their
feel well enough informed not to’. (Caroline, daughter). families and work.
Families and caregivers of older people 349

‘It has been stressful because I’m trying to sell one house of things (resuscitation). And unbeknownst to my kids I
and renovate the other . . . and I’ve got my husband. He’s said to the doctor ‘‘I want you to do everything humanly
had prostate cancer and had the operation but it’s rearing possible to save my husband’’’ (Patricia, wife).
its ugly head again’ (Marie, daughter).
‘None of them (the adult children) have spoken to me
‘We’ve had Mum in respite and looking for a place where since. . . But I knew not to thump him or not to bring him
both of them can go together’ (Natalie, daughter). back to life if it was going to damage him. . . I know what
his wishes are. He never wants to be a vegie’ (Jan, wife).
Many of the participants spent a considerable amount of
time in the facility while their relative was an inpatient,
with the majority of those interviewed visiting most days. Discussion
The amenities at this facility include a self-serve tea bay, a
lounge shared with the patients, and a secure garden area. This study sought to explore the experience of the family
However, it was raised that this was inadequate for family caregivers at a sub-acute GEM facility in outer metropolitan
carers who spent long periods of time visiting. Melbourne while their relative was an inpatient, particularly
in regard to communication with the clinical team, involve-
‘. . .It would be great to have a little café . . . I could take ment in care decisions and discharge planning discussions.
Dad there and he could have a cappuccino . . . It’s a nui- Findings from this study confirm that the relationship
sance too if I am here over lunchtime because there’s between the family caregiver and the clinical team is greatly
nowhere to buy a sandwich’ (Natalie, daughter). valued by the families and contributes to improved satisfac-
‘I think it would make it easier if there was a bit of a café tion with care.
where you could buy something because I’ve been coming Despite a robust interdisciplinary care programme which
in at 10 o’clock and not leaving until three o’clock. Today supports an interprofessional approach to the delivery of
I brought in a banana. . . but I just want to be with him person-centred care, a number of the participants reported
because he’s lonely’ (Patricia, wife). a poor experience of communication with the clinical team
and there is likely to be a range of reasons for this. It is
probable that some clinicians have superior communication
Decision-making and discharge planning skills and may have greater capability in this area, whereas
less experienced staff may not have as much expertise in
The participants reported a variable amount of involve- communication or time-management to adequately manage
ment in discharge planning discussions. Some participants this aspect of their role (Walker & Dewar, 2001); however
reported that they were not given the opportunity to con- these issues were not directly investigated in this study. The
tribute to care decisions, however not all participants saw documentation associated with the interdisciplinary care
this as a negative, considering that the health care team programme is audited regularly for compliance. The allo-
were more qualified to make the decisions than the family cation of a KCP is aimed at ensuring a consistent message
caregivers: from the same health professional; but comprehensive and
I don’t think it’s really consulting me. It’s informing me completed documentation does not necessarily ensure that
what’s going on. But I feel they’re the ones that know the tasks have been achieved and this would need to be
best anyway. And I’m happy with what they’ve done so investigated further to ascertain the reasons behind the dis-
far’ (Caroline, daughter). parity. Whilst nurses may be most intimately familiar with
a patient’s day-to-day needs, their lack of involvement and
‘They said she was going to be discharged on Wednesday participation in the KCP role meant that families/carers did
or today. Nobody actually told me that wasn’t going to not regard them as a source of information.
happen. . . I had to have my own conclusion about that’ There was a variable level of comfort expressed by
(Rhoda, daughter). the participants in regard to decision-making on behalf of
Decision-making by the family member on behalf of their their relative. Those who felt they had a close relationship
relative was approached with ease by some participants and and a good understanding of their relative’s wishes were
trepidation by others depending on the closeness of the rela- more comfortable in the role of surrogate decision-maker;
tionship, whether or not the wishes of the relative were however two participants reported family conflict made
known, and the support for the decision-maker from other decision-making more difficult and complex. This may, in
family members. some instances have to do with the changing dynamics of
decision-making in a family where the parents are becoming
‘I feel ok. Mum trusts me . . . and I’ve explained to her older and less able (Qualls, 2000). Family members may
what’s happened and she said yes. . .Oh, I have to think have a long history of dysfunctional relationships with each
about it you know, but is it a problem? No.’ (Marie, daugh- other; the details of which are largely beyond the concern
ter). of the team treating their relative (Haesler et al., 2010).
However emotional support and empathy for the family is
Two of the participants who were comfortable that they
important, and decision-making must be handled sensitively
knew what decisions their spouse would like them to make,
to ensure that opportunities for conflict are minimized
had subsequent conflict with their adult children about the
(Popejoy, 2011) and the outcome for the patient is optimal
decision which caused additional stress.
(Winter & Parks, 2008).
‘We’ve discussed where we want to go when we pass All of the participants expressed their need for reliable
away . . . but you don’t even think of discussing those sorts consistent communication from the treating team, and those
350 R. Digby, M.J. Bloomer

who were able to identify a particular staff member with • Family caregivers often need considerable support, not
whom they had established a relationship, whether identi- only in terms of information, but also in decision-making.
fied as a KCP or not, were more satisfied with the level of Family needs should be acknowledged as an extension of
communication. the care provided to the patient.
Decision-making was seen by some participants as the • Nursing staffs have considerable insight and expertise to
domain of the clinical team although this was not always a add to the discharge planning and decision-making pro-
source of grievance as the team were considered ‘experts’ cesses because of their expertise in patient care. However
and therefore qualified to make these decisions. Others pre- the difficulties associated with nurses undertaking the
ferred to actively concern themselves with all aspects of the KCP role has resulted in the perspectives of nurses being
relative’s care. under-represented in care planning. This may be due to
the large number of nurses, their critical role in care
Conclusions delivery and the logistical problems associated with their
participation in the care planning process. Further work
is necessary to ensure the insight and expertise of nurses
What is most important is that family caregivers are sup-
is equally considered.
ported in their experience as primary carer for that person,
and the burden of the caregiver experience is not under-
estimated. As stated earlier, hospitalization of a relative
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