evaluating adult home care through methods of observation ·

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Evaluating adult home care through methods of observation Monica Leverton (PhD student) UCL Alzheimer’s Society Independence at Home Centre of Excellence, Division of Psychiatry

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Page 1: Evaluating adult home care through methods of observation ·

Evaluating adult home care through methods of

observation

Monica Leverton (PhD student)

UCL Alzheimer’s Society Independence at Home Centre of Excellence, Division of Psychiatry

Page 2: Evaluating adult home care through methods of observation ·

Centre of Excellence for Independence at Home

In people with dementia living in their own homes, what factors put them at risk of losing their independence and how can these factors be

managed?

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How will we do this?

How can family carers be supported to deliver care and manage behaviour that challenges?

How can home care workers best enable people living with dementia to retain their

independence?

Page 4: Evaluating adult home care through methods of observation ·

My PhD Background: • In 2015 in the UK, 850,000 people were diagnosed with dementia[1]

- 67% living in own home

• Being able to remain at home is preferred choice for persons living with dementia and family members - Support of paid home care services is essential

• 400,000 people living with dementia require regular support from paid home care services[2]

• Budget cuts of almost 40% have greatly affected the home care sector - high psychological burden[3], feel inadequately trained or supported[4], have low job satisfaction[5]

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Objectives

• To explore the nature and organisational culture of home care through an ethnographic approach

• To understand the training, skills and learning needs of home care workers to aid the development of a training programme

• To understand barriers and facilitators to implementing psychosocial interventions delivered through staff training in home care agencies

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PhD - Methods

Methods

Systematic review

Interviews Participant

observations

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Systematic review

‘A systematic review of observational studies of adult home care’

Monica Leverton1, Alexandra Burton1, Jessica Rees1, Penny Rapaport1, Jill Manthorpe2, Murna Downs3, Jules Beresford-Dent3, Claudia Cooper1

1) University College London 2) King’s College London 3) University of Bradford

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Rationale

• NIDUS-Professional design of our participant observations

• Limited previous research to inform our methods, specific to dementia and home care

• How has home care been observed with any care population?

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Aims

Research aim 1:

To describe the methodologies that have been used to observe home care practices

Research aim 2:

To explore how observation methods can inform researchers’ understanding of the quality of care delivered

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Search strategy

Databases: Pubmed + CINAHL Search terms: ‘Home care services’ ‘Home health care’ ‘Home nursing’ ‘Observation’

Inclusion Exclusion

• Methods of observation

• Focus of observation on home

care worker

• Adult care recipients

• Health professionals (doctors,

nurses, OTs, etc.)

• Family or volunteer carers

• Observations outside of home

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Search strategy continued…

Initial search

Title & abstract

screening

Full text screening

850 studies

2 independent raters

84 studies 15 studies

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Quality assessment

CASP – Qualitative Checklist Section A (Validity)

1) Was there a clear statement of the aims of the research?

2) Was a qualitative methodology appropriate?

3) Was the research design appropriate to address the aims of the research?

4) Was the recruitment strategy appropriate to the aims of the research?

5) Was the data collected in a way that addressed the research issue?

6) Has the relationship between researcher and participants been adequately

considered?

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1 2 3 4 5 6

Casado-Meja & Ruiz-Arias (2016) Y Y Y Y Y Y 6

Cloutier et al. (1999) Y Y Y Y Y N 5

Nielsen & Jørgensen (2016) Y Y Y Y Y N 5

Rabiee & Glendinning (2011) Y Y Y Y Y N 5

Roberts et al. (2015) Y Y Y Y Y N 5

Swedberg et al. (2012) Y Y Y N Y Y 5

Tufte & Dahl (2016) Y Y Y Y Y N 5

Cataldo et al. (2015) Y Y N N Y Y 4

Czuba et al. (2012) Y Y Y N Y N 4

Sundler et al. (2016) Y Y Y N Y N 4

Swedberg et al. (2013) Y Y Y N Y N 4

Glasdam et al. (2013) Y Y N N Y N 3

Kalman & Anderson (2014) Y Y Y N N N 3

Uys (2003) Y Y Y N N N 3

Uys (2002) Y Y N N N N 2

PaperQualitative checklist criteria Total score

(out of 6)

Quality Assessment

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Data extraction

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Sweden = 4, Denmark = 3, South Africa = 2, Spain = 1, Canada = 1, UK = 2, USA = 1, Zambia = 1

Older people and people with dementia = 8, Chronic illness or disability = 3, HIV/AIDS = 3, Rehabilitation = 1

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Results

Research aim 1: To describe the range of methodologies that have been

used to observe adult home, health and social care practices

Observation methods

• ‘Participant observations’ (n = 4)

• ‘Observations’ (n = 2)

• ‘Field Observations’ (n = 8)

• ‘Ethnography’ (n = 1)

• Structured (n = 2)

o Structured tools or time sampling procedures

• Guided (n = 8)

o Semi-structured plan

• Unstructured (n = 5)

o Inductive

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Results

Observation methods

Recording data: - During or after visits? - Pen & paper or laptop? - Researcher’s reflective

stance?

Number of researchers, home care workers, client

participants: Greatly varied! - Researchers – 1 to a team - HCWs – 2 to 19 - Clients – 1 to 69

Researcher role: Complete observer or participatory?

Time observing: - Number of hours, number of days or visits, number of

recordings, over x months/years? - Pre-determined or until saturation? Clients availability? - Outside the home (hospital, clinic appointments, staff

meetings, travel)

*Not always reported

Validation: Evaluated authenticity of findings (n = 2) 1) Impact of the researchers’

perspective 2) Impact of the researchers’

presence

Triangulating findings:

• Observations only (n = 2)

• Interviews • Focus groups • Audio-

recording staff meetings Quantitative:

4/15 papers - How much time spent? - How often or how long?

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Qualitative narrative synthesis of findings

Research Aim 2: How have observation methods added to the researchers understanding of the

quality of care delivered?

Results

Theme 1 The impact of

care delivery and organisational

factors

Theme 2 Observing

relationships and communications

Theme 3 People and places

behind closed doors

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The impact of care delivery and organisational factors

The role of time ‘’The client has finished his dialysis and suddenly remembers he had forgotten

to fold swabs… [Home care worker] says he should have thought of that earlier… instead of talking. There is no time for folding swabs now; he has to

take his shower”

“The [home care workers] rarely checked their watches or mentioned how much time they had for the visit and instead took time to listen to the client in

spite of tight schedules”

“When one patient only wanted experienced staff to shower her, a novice HC assistant came in on her day off to learn the procedure”

Theme 1

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Organisational context

“Calling [the office] when in need of help on a Friday evening, one [home care worker] experienced that nobody answered in spite of the fact that she had

been told to use this number, even on evenings and weekends.”

“The observations showed differences in the way the recording was done in different sites and between different workers within sites… In most cases what was recorded did not include the right information to enable the next worker to

build on the progress being made by the service users”

The impact of care delivery and organisational factors:

Theme 1

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Observing relationships and communications

“In almost all households visited, the [home care workers] were welcome friends, who talked, joked and became part of the family life”

“After a while the [home care worker] wants [Client] to eat by herself, and after ensuring that she is managing she leaves. [Client] says very little, but calls the

[home care worker] sweetie several times”

“The lady [client] never called her [home care worker] by her name. She referred to her as ‘this’”

Theme 2

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Non-verbal

‘’As we drove into the yard… a middle-aged woman came running to us from the road. It was the mother of the client. … As she reached us, she was crying

with relief that we had arrived so timeously”

“ ‘Come here darling.’ The [home care worker] touches the patient gently and turns her towards herself. The other [home care worker] continues with the

washing procedure”

Observing relationships and communications

Theme 2

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People and places behind closed doors

Capturing all voices

“When we got there, the mother was just sitting in front of the house… with no

energy to do anything except the most basic movements”

“For some older adults with chronic pain, opportunities to socialise… or leave the home and interact with others were very limited. For these individuals, the

home visit provided personal contact that would otherwise be missing from their lives”

Theme 3

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People and places behind closed doors

Theme 3

The home environment

“The bathroom was extremely narrow. She tried to cheer the man up by making

small talk as she helped him to the small bathroom, and when crossing the threshold, an awkward pose was struck. “Now we have to do a dance”, the care

worker said laughing, twisting the man on to the toilet”

“The wife tells that the client has not always been able to get a bath because of the design of the bathroom that meant bad physical working positions for the

care staff”

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People and places behind closed doors

The home environment Adaptations – ‘converting a home to a workplace’

“The bath had to be refurnished if the client were to get a bath again. / The client’s wife stands up against some of the iterations because any physical

alteration in the home is a visible sign of their abnormal situation”

“ ‘Everyone gets to decide except me’, one patient said when the [home care workers] decided where to place the furniture in her own apartment”

Theme 3

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Conclusions

• Unique benefits of using methods of observation to observe home care – relationships and interactions

- rich and meaningful data

• Well suited to exploring care for people with dementia?

• Considerations for future researchers – structure, role of researcher and reflective stance, collecting and reporting field notes, etc.

Page 27: Evaluating adult home care through methods of observation ·

Next steps

Methods

Systematic review

Interviews Participant

observations

Thematic analysis of 32 interviews: o Developing coding framework

– Feb/March o Searching for

themes

Submitted to journal: Health & Social Care in

the Community o Await peer review

On-going: o 3 observers o 6 sites o 7 completed

observations, 7 ongoing, 4 to commence

o Est. total sample = 19 HCWs, 18 clients

o ~ 4 visits per client

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Thank you

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References

[1] Alzheimer’s Society with YouGov (June 2014). Most people want to stay at home if diagnosed with

dementia but less than half know how. [Online] Available at:

http://www.alzheimers.org.uk/site/scripts/press_article.php?pressReleaseID=1138.

[2] Alzheimer’s Society & Marie Curie Cancer Care. (2014). Living and dying with dementia in England:

Barriers to care. London: Alzheimer’s Society and Marie Curie Cancer Care. Retrieved from

www2.mariecurie.org.uk/Documents/policy/Dementia-report.pdf.

[3] Devlin, M., & McIlfatrick, S. (2010). Providing palliative and end-of-life care in the community: the role

of the home-care worker. International journal of palliative nursing, 16(4), 195-203.

[4] Gleason, H. P., & Coyle, C. E. (2016). Mental and behavioral health conditions among older adults:

implications for the home care workforce. Aging & mental health, 20(8), 848-855.

[5] Chou, Y.-C., Fu, L.-y., Kröger, T., & Ru-Yan, C. (2011). Job satisfaction and quality of life among home

care workers: a comparison of home care workers who are and who are not informal carers. International

psychogeriatrics, 23(5), 814-825.