‘it’s not the same as him being at home’: creating caring partnerships following nursing home...

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‘It’s not the same as him being at home’: creating caring partnerships following nursing home placement MIKE MIKE NOLAN NOLAN PhD, RGN, RMN Research Dean and Professor of Gerontological Nursing, School of Nursing and Midwifery, University of Sheffield, Samuel Fox House, Northern General Hospital, Herries Road, Sheffield S5 7AU, UK CHERYL CHERYL DELLASEGA DELLASEGA PhD, GNP Associate Professor of Nursing and Biobehavioural Health, School of Nursing, Pennsylvania State University, Pennsylvania, USA Accepted for publication 28 February 1999 Summary Admission to a nursing home is a major life event for both older people and family carers. Despite a policy of community care in both the UK and the US, entry to nursing homes will be an increasingly common event. Family carers are often the key decision makers but little is known about their experience of placement, especially adjustment after the event. Antagonistic relationships can often develop between staff and relatives, as the former seek to take over care and the latter to develop new roles. There is a need to create a partnership between staff and family so that the care of the older person is improved and the carers’ need to remain involved is acknowledged. Keywords: family carers, nursing home placement, partnership. Introduction Although placing a relative in residential or nursing home care is known to be a stressful period for carers, their needs after admission often receive little attention as it is assumed that stress will abate (Lewis & Meredith, 1989; Ritchie & Lede ´sert, 1992). However, it is now increasingly recognized that this is not the case. The majority of carers visit the home regularly (Ross et al., 1993, 1997; Aneshensel et al., 1995; MacDonald et al., 1996) and far from relinquishing care adopt new, but still potentially stressful, roles (Buckwalter & Hall, 1987; Pratt et al., 1987; Ritchie & Lede ´sert, 1992; Woods & MacMillan, 1992; Aneshensel et al., 1995; Dellasega & Nolan, 1997). They may also contribute to the life of the home with Rowles & High (1996), for example, suggesting that carers participate in decision-making and help to educate staff about the needs of the cared-for person. The purpose of this article is to consider, from a cross- national perspective, the experiences of family carers who have placed a relative in a nursing home in the UK and the US. Correspondence to: Dr M. Nolan, University of Sheffield School of Nursing and Midwifery, Samuel Fox House, Northern General Hospital, Herries Road, Sheffield S5 7AU, UK. Journal of Clinical Nursing 1999; 8: 723–730 Ó 1999 Blackwell Science Ltd 723

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  • `It's not the same as him being at home': creating caring

    partnerships following nursing home placement

    MIKEMIKE NOLANNOLAN PhD, RGN, RMN

    Research Dean and Professor of Gerontological Nursing, School of Nursing and Midwifery,

    University of Shefeld, Samuel Fox House, Northern General Hospital, Herries Road, Shefeld

    S5 7AU, UK

    CHERYLCHERYL DELLASEGADELLASEGA PhD, GNP

    Associate Professor of Nursing and Biobehavioural Health, School of Nursing, Pennsylvania State

    University, Pennsylvania, USA

    Accepted for publication 28 February 1999

    Summary

    Admission to a nursing home is a major life event for both older people andfamily carers.

    Despite a policy of community care in both the UK and the US, entry tonursing homes will be an increasingly common event.

    Family carers are often the key decision makers but little is known about theirexperience of placement, especially adjustment after the event.

    Antagonistic relationships can often develop between staff and relatives, as theformer seek to take over care and the latter to develop new roles.

    There is a need to create a partnership between staff and family so that the careof the older person is improved and the carers' need to remain involved is

    acknowledged.

    Keywords: family carers, nursing home placement, partnership.

    Introduction

    Although placing a relative in residential or nursing home

    care is known to be a stressful period for carers, their

    needs after admission often receive little attention as it is

    assumed that stress will abate (Lewis & Meredith, 1989;

    Ritchie & Ledesert, 1992). However, it is now increasingly

    recognized that this is not the case. The majority of

    carers visit the home regularly (Ross et al., 1993, 1997;

    Aneshensel et al., 1995; MacDonald et al., 1996) and far

    from relinquishing care adopt new, but still potentially

    stressful, roles (Buckwalter & Hall, 1987; Pratt et al.,

    1987; Ritchie & Ledesert, 1992; Woods & MacMillan,

    1992; Aneshensel et al., 1995; Dellasega & Nolan, 1997).

    They may also contribute to the life of the home with

    Rowles & High (1996), for example, suggesting that carers

    participate in decision-making and help to educate staff

    about the needs of the cared-for person.

    The purpose of this article is to consider, from a cross-

    national perspective, the experiences of family carers who

    have placed a relative in a nursing home in the UK and the

    US.

    Correspondence to: Dr M. Nolan, University of Shefeld School ofNursing and Midwifery, Samuel Fox House, Northern GeneralHospital, Herries Road, Shefeld S5 7AU, UK.

    Journal of Clinical Nursing 1999; 8: 723730

    1999 Blackwell Science Ltd 723

  • Literature review

    In order to appreciate how carers adjust postplacement, a

    number of authors have suggested that the transition to a

    nursing home could be eased by promoting an under-

    standing of relocation as a phase in the normal caregiving

    trajectory (Schneewind, 1990; Nolan et al., 1996b). These

    authors argue that it is possible to identify key transition

    points in a caregiver's history and that these can serve as

    markers for the type of care and support which will be

    most helpful to carers at a particular point in time.

    Nolan et al. (1996a) suggest that it is during the nal

    two transition stages that family carers are least well

    served by professional services. `Reaching the end' is the

    stage during which carers recognize that they can no

    longer continue in their current role. Although this

    realization may occur over a prolonged period, nal

    decisions are usually precipitated by some form of health-

    related crisis (Victor, 1997) so that a nursing home place

    often has to be selected rapidly, usually against a

    background of pressure to vacate an acute hospital bed

    (Victor, 1997; Cotter et al., 1998). This often leaves little

    time for carers to identify a suitable home and establish

    relationships with staff. `Reaching the end' does not

    usually mark the end of caregiving and often involves

    establishing new caring roles. This is where the phase of

    establishing a `new beginning' is entered, one of the key

    tasks of which is to negotiate these new caregiving roles.

    This is known to be a particularly difcult period for

    family carers, with potential stress being exacerbated by

    the fact that after several years of being an `expert' in the

    care of their relatives, carers are now `relegated to the role

    of visitor' (Buckwalter & Hall, 1987), lose their sense of

    being in control (Pratt et al., 1987) and frequently feel

    alone and unrecognized (Pillemer et al., 1998). Ambivalent

    emotional responses to placement can be heightened

    subsequent to admission so that feelings of guilt and

    failure are commonplace (Bloomeld, 1986; Buckwalter &

    Hall, 1987; Pratt et al., 1987; Woods & MacMillan, 1992;

    Ross et al., 1993; Kammer, 1994; Aneshensel et al., 1995;

    Gladstone, 1995). To compound matters family carers are

    often faced with a host of uncertainties, such as how often

    to visit the home; how much help to provide; how to

    initiate relationships with staff; how to sustain their

    relationship with their relative; and how to reclaim their

    role and identity (Aneshensel et al., 1995). Dellasega &

    Mastrian (1995) suggest that role redenition is a crucial

    task for carers following placement of a relative in care and

    Kellet (1996), in an Australian study, identied four

    themes that encapsulate the way families seek to maintain

    a sense of attachment to their relative. These were:

    engaged involvement to reduce role loss and createnew ways of caring;

    worth ensuring that their specialized knowledge of theolder person is used as a basis for planning quality care;

    concern about how to negotiate boundaries betweenthemselves and staff in the home;

    continuity how to remain involved and continue toshare a fruitful relationship with the older person.

    The role of relatives following placement

    Similar themes to the above can be identied in much of

    the literature relating to the involvement of relatives post-

    placement. Difculties in replacing caregiving and a sense

    of role loss have been described on a number of occasions,

    and have been recognized for at least 15 years (Robinson &

    Thorne, 1984; Ritchie & Ledesert, 1992; Zarit & Whit-

    lach, 1993; Aneshensel et al., 1995; Dellasega & Mastrian,

    1995; Gladstone, 1995). Furthermore, carers' sense of

    ownership of expert knowledge and their desire to convey

    this to staff as a basis for care planning is increasingly

    apparent (Robinson & Thorne, 1984; Bloomeld, 1986;

    Bowers, 1988; Ross et al., 1993; Pillemer et al., 1998),

    with perhaps the most complete account of differing types

    of knowledge and care being provided by Bowers (1988).

    She suggested that carers see one of their main roles as

    being to monitor the quality of care that their relative

    receives. This requires achieving a balance between the

    technical aspects of care, largely seen as the province of

    staff, and the personal, biographical knowledge of the

    carer. Carers expect staff actively to seek such knowledge,

    for example, regarding the older person's likes and

    dislikes, hopes and aspirations, and to incorporate this

    into their care planning. It is this blending of technical and

    biographical knowledge that is the primary aim of

    `preservative' care, which is intended to maintain the

    dignity and self-esteem of the older person.

    The notion that carers monitor the quality of care

    received from formal services has been described a

    number of times prior to entry to care (Twigg & Atkin,

    1994; Nolan et al., 1996a) and it is quite apparent that this

    remains a key role following admission, with concern over

    quality of care being one of the main anxieties carers

    report (Ritchie & Ledesert, 1992; Woods & MacMillan,

    1992; Gladstone, 1995; Ehrenfeld et al., 1997).

    Relationships between relatives and staff

    The above combination of potential stressors, but also the

    positive contribution that carers can make, suggests that

    attention to the needs of family carers following placement

    724 M. Nolan and C. Dellasega

    1999 Blackwell Science Ltd, Journal of Clinical Nursing, 8, 723730

  • is an area of practice that merits attention. Unfortunately

    the literature indicates that interactions between staff and

    carers are often far from ideal, and indeed can be a source

    of considerable conict, especially when families are still

    struggling to deal with the stress of placement (Drysdale

    et al., 1993). Historically relatives who wish to play a

    signicant role in care have tended to be seen as

    interfering (Robinson & Thorne, 1984; Darbyshire,

    1987) and as a result adversarial and competitive relation-

    ships with staff can develop rapidly (Buckwalter & Hall,

    1987; Ehrenfeld et al., 1997; Pillemer et al., 1998) so that

    tensions between staff and family carers are another

    frequent concern expressed by relatives (Pratt et al., 1987;

    Woods & MacMillan, 1992; Gladstone, 1995; McDerment

    et al., 1997). Therefore while the creation of positive

    relationships between staff and relatives is a key factor in

    reducing potential conict (McAuley et al., 1997; McDer-

    ment et al., 1997) this aspect of care rarely receives

    priority.

    Wagner (1997) suggests that staff/relative relationships

    are `overlooked, almost suppressed' and following a recent

    major study McDerment et al. (1997) concluded that

    there is a general lack of awareness of the signicance of

    relatives and friends among staff, to the point that these

    groups seem to be `occupying separate planets, each with

    their own solar systems'. As a consequence there was little

    understanding of family dynamics or the complex emo-

    tions carers experience, nor was there evidence of an open

    climate and a positive attitude towards relatives (McDer-

    ment et al., 1997). Despite such obvious decits no

    coherent policy for dealing with relatives emerged from

    the study and attention was rarely turned to this aspect of

    the home environment until something went wrong.

    McDerment et al. (1997) argue that participation of

    relatives in the life of a home is different from simply

    visiting and that it requires a proactive and planned

    approach based on:

    recognition of the potentially competitive relationshipsbetween staff and visitors;

    accessibility of staff; mutual clarication and understanding of roles and

    expectations;

    effective two-way communication.A number of authors have argued that nurses are in an

    ideal position to facilitate more positive interactions

    between staff and family carers (McLeod & Schwartz,

    1992; Ross et al., 1993, 1997) with the suggestion being

    that attention to the needs of families should be viewed as

    an important and integral part of care (Pratt et al., 1987;

    Aneshensel et al., 1995; Gladstone, 1995). In order to

    maximize such opportunities it is advocated that contact

    should be initiated prior to admission (Buckwalter & Hall,

    1987; Ehrenfeld et al., 1997) with obtaining the views of

    families forming a core component of the admission

    process (Ross et al., 1997). In this context transition into

    the home is a key phase in the adjustment process

    (McDerment et al., 1997). Several dimensions of the

    interface between home and family have been identied as

    potentially fruitful areas for intervention by staff, includ-

    ing:

    Creating a welcoming environment, which encouragesand supports visiting, and working with carers to

    maximize their involvement and facilitate a sense of

    purpose (Pratt et al., 1987; Anderson et al., 1992;

    Ritchie & Ledesert, 1992; Ross et al., 1993, 1997;

    McDerment et al., 1997).

    Recognizing and clarifying roles and responsibilities forboth groups (Buckwalter & Hall, 1987; Pratt et al., 1987;

    Ross et al., 1993; McDerment et al., 1997).

    Valuing and accessing the carer's knowledge andexpertise and utilizing this as an important component

    of planning care (Buckwalter & Hall, 1987; Pratt et al.,

    1987; Anderson et al., 1992; McLeod & Schwartz, 1992;

    Ross et al., 1993, 1997; McDerment et al., 1997).

    Helping carers to create a positive perception of theadmission, acknowledging their need to both receive and

    provide help, dealing with emotional reactions and

    being alert for signs of depression or lowered mood

    among carers (Pratt et al., 1987; Ross et al., 1993, 1997;

    Gladstone, 1995; McDerment et al., 1997).

    The available research suggests that such proactive

    interventions are rarely implemented and that there is

    considerable scope for improvement in managing the

    interface between relatives and staff in nursing homes.

    This paper describes one component of a study which

    explored the experiences of family carers before, during

    and after placement of a relative in a nursing home. The

    focus here is on carers' experiences after nursing home

    entry.

    Method

    Data were gathered from family carers in the UK and US

    using two formal instruments to conduct a detailed

    structured interview. The instruments, which were

    developed for the purpose of this study, were the Caregiver

    Information Form (CIF) and the Placement Response

    Scale (PRS). In addition to the structured components of

    the data collection, a number of open-ended questions

    were included in the interview.

    The CIF asked participants to provide in-depth demo-

    graphic and descriptive data about themselves and the

    1999 Blackwell Science Ltd, Journal of Clinical Nursing, 8, 723730

    Care of older people Caring partnerships after nursing home placement 725

  • elderly person, along with information about the context

    of the admission, for example: events precipitating

    admission; the amount of information and advice received;

    the degree of participation in decision-making and so on.

    Four open-ended questions asked for the carer's feelings

    about the admission (best and worst aspects), and how

    things could have been improved throughout the process.

    The second instrument used was the PRS, a 57-item

    Likert scale that asks respondents to rate the stressfulness

    and applicability of a series of events and responses related

    to placement. Three separate subscales were incorporated

    relating to events before, during, and after the admission.

    For each item, respondents were asked to indicate how

    much they agreed (strongly agree to strongly disagree on a

    ve-point scale) and how stressful they found each item

    (not stressful to extremely stressful).

    The PRS was developed from an extensive review and

    synthesis of existing literature on placement, as well as

    considerable pilot and developmental work. A number of

    key concepts provided the theoretical underpinning for

    each subscale, including: crisis escalation; singularity

    (making decisions alone); emotional turmoil (Dellasega &

    Mastrian, 1995) and anticipation; participation; informa-

    tion and exploration (Nolan et al., 1996b).

    Based on these concepts an item pool was created to

    form the basis of the PRS. The initial draft item pool was

    sent to ve expert gerontological nurses for a consideration

    of relevance and content validity. As a result of feedback a

    number of items were deleted as being repetitive and it

    was suggested that more items of a positive valance should

    be included. The revised scale was then sent to a literacy

    expert for consideration of the semantic structure and

    interpretability of the scale. Subsequently, the procedures

    suggested by Waltz et al. (1991) were followed and both

    the revised PRS and the CIF were sent to 11 gerontolog-

    ical experts, both clinical and academic, who were

    provided with a denition of the purpose of the scales

    and the key concepts they were intended to capture. Items

    were rated on a three-point scale: )1, items denitely notrelevant; 0, unsure as to relevance; +1, items denitely

    relevant. None of the items were seen as irrelevant or of

    questionable relevance and therefore all were retained.

    Finally, two family carers gave detailed comments as to

    the relevance and ease of comprehension of the scales.

    Statistical analysis of the scales using data from the

    present study suggested excellent internal consistency

    with a Cronbach's Alpha of 0.89 for the PRS `preadmis-

    sion scale', 0.88 for the `during admission scale' and 0.90

    for the `after admission scale'.

    Following this extensive pilot and development work it

    was necessary to identify a sample. Carers were initially

    contacted about the study by key personnel in the study

    site nursing homes. These were social workers in the US

    and home owners or the senior nurse in the UK. These

    personnel identied family members who were going

    through the process of admitting an elderly member to the

    nursing home, and briey explained the study. Interested

    family members were then referred to research assistants

    who had been trained in the study procedures. Consent

    was obtained, and an in-person or telephone interview was

    scheduled at the carers' convenience. The non-random

    and opportunistic nature of the sample needs to be

    recognized, as does the limits this imposes on generaliza-

    tion.

    Data were collected from 54 carers in the US and 48 in

    the UK, which represented approximately 90% of those

    approached. The majority of responses comprised xed-

    format questions and these data were coded and loaded for

    computer analysis using SPSS.PC. Answers to qualitative

    questions were recorded verbatim and subjected to

    detailed content analysis (Morse & Field, 1996).

    Results

    In terms of its composition the sample shared both

    similarities and differences. The mean ages of carers and

    older persons were virtually identical (carers US 60, UK

    61; older people US 80, UK 82) as was the gender of

    carers (US 20% male, 80% female; UK 21% male, 79%

    female). Mean duration of caring was also very similar

    (US 7.8 years, UK 7.5 years). On the other hand there

    were signicant differences in the gender of the older

    person (US 50% male, 50% female; UK 23% male, 77%

    female: v2 7.97, 0.005). This was largely attributable tothe higher proportion of `other relatives' in the UK

    sample, particularly aunts. This, however, is not typical

    of family carers in the UK, the majority of whom are

    spouses or children (Green, 1988). There was also a far

    higher incidence of dementia in older people in the US

    sample (US 51%, UK 19%: v2 11.38, 0.001). Thesevariations should be borne in mind when interpreting

    the results, although analysis indicates that differences

    in relationships and gender did not appear to play a

    signicant role.

    The post-placement subscale of the PRS contained 21

    items addressing a range of issues primarily to do with

    emotional reactions post-placement, maintenance of care-

    giving roles and family relationships. These data reveal

    large and sometimes highly signicant differences in a

    number of key dimensions.

    The ambivalent emotional reactions caused by placing a

    relative in a nursing home have been described in the

    1999 Blackwell Science Ltd, Journal of Clinical Nursing, 8, 723730

    726 M. Nolan and C. Dellasega

  • literature a number of times and frequently involve

    feelings of both relief and guilt. While such feelings are

    not universal they are commonplace and frequently

    enduring. Feelings of guilt were supported in the present

    study with 5 out of 10 UK carers and 4 out of 10 US

    carers feeling guilty that they were unable to continue

    caring. Again consistent with the literature, the majority of

    carers in both countries (UK 75%, US 66%: not

    signicant, NS) were likely to report a sense of relief,

    but those in the UK were less likely to feel that they had

    let the older person down than carers in the US (UK 31%,

    US 56%: v2 18.98, 0.005). Given this it is perhaps notsurprising that regret at admitting the older person was

    more prevalent in the US sample (US 83%, UK 17%: v2

    55.3, 0.00000), but paradoxically US carers were simul-

    taneously more likely to feel positive about the admission

    than carers in the UK (UK 56%, US 78%: v2 12.72,0.02). The majority of carers in both countries did,

    however, consider that they had made the right decision

    (UK 77%, US 88%: NS).

    These variations were unaffected by gender or diagnosis

    of dementia but the differences may, in part, be due to the

    nature of the caring relationship. There was a signicantly

    higher percentage of `other relatives' in the UK, whereas

    carers in the US were almost exclusively close family (i.e.

    spouses or children). Close relatives had a greater

    perception of having let the older person down (NS)

    and tended to regret the decision (0.05). These differen-

    ces, while signicant, do not account for the substantially

    greater variation by country. Clearly then, although there

    is some confounding of the results by caring relationships,

    genuine differences between the countries in emotional

    responses to placement are apparent. The inuence of

    needing to spend private funds for nursing home care may

    also have had an impact on the US carers' responses.

    If attention is turned to caregiving roles following

    admission, other signicant differences emerge, which

    again appear largely attributable to cultural factors. Such

    factors relate to feelings of control, responsibility, contin-

    ued involvement and time usage. Carers in the US appear

    to nd it much more difcult to relinquish control of

    caring (US 58%, UK 4%: v2 54.4, 0.00000) andresponsibility for caregiving (US 61%, UK 8%: v2 38.5,0.0000). These differences are unrelated to gender,

    diagnosis or relationship. Similarly, difculties in replac-

    ing caregiving (US 61%, UK 17%: v2 58.21, 0.00000) arefar more prevalent in the US, with again no such

    differences being related to other potential explanatory

    variables. Carers in both countries considered it important

    to continue doing things for the older person (UK 87%,

    US 87%: NS).

    It seems then that the US carers face greater post-

    placement conict, nding it difcult to relinquish control

    and responsibility, perhaps, again, because of a more

    `consumerist' orientation to care in the US. While both

    samples see it as important to continue doing things for

    the older person, carers in the UK are apparently quite

    happy to pass the main responsibility and control with

    staff. The latter set of circumstances would appear to be

    far more conducive to establishing equitable relationships

    with the home and to subsequent better adjustment among

    carers, as previous work shows that carers who nd it

    difcult to relinquish control have poorer long-term health

    (Aneshensel et al., 1995; Ross et al., 1997).

    On the other hand, both samples generally had a more

    positive perception of homes post-placement (UK 52%,

    US 60%: NS), felt comfortable visiting the home (UK

    69%, US 68%: NS), and perceived the staff as helpful

    (UK 86%, US 87%: NS). This may, in part, be due to the

    reluctance of carers to complain post-placement and also

    to the fact that, as attested in the literature, carers often

    nd it difcult to establish new roles (Aneshensel et al.,

    1995; Dellasega & Mastrian, 1995).

    However, despite these largely positive perceptions of

    the home and the staff, the qualitative data indicate that

    carers still experience considerable difculties post-place-

    ment. Many carers expressed feelings of loss, guilt and

    concern over the quality of care, possibly indicating that

    interactions between staff and relatives were maintained at

    a polite but relatively supercial level. An indication of

    some of these difculties is provided below:

    I have lived with my mother all my life and it's the

    terrible sense of loss now she is no longer there.

    I just have this awful guilt. I don't know if it was the

    best thing for my mother but I had no other

    alternative.

    I always think that other people will think you've

    failed if you put your mother in a home and I

    suppose I do deep down. But I couldn't carry on any

    longer.

    I miss looking after her, I'm lonely and miss her

    company. I don't have a life with my wife anymore,

    our life together is over.

    I'm not able to see him as often as I'd like and I'm

    worried that the home isn't right for him, lots of

    them are confused and he isn't.

    It's really terrible to see her in that state. She's not

    being looked after or having her hair done as she

    wants it.

    The place isn't looking after her properly. Someone

    has to feed her but she's just left to get on with it.

    I don't think that's good enough.

    1999 Blackwell Science Ltd, Journal of Clinical Nursing, 8, 723730

    Care of older people Caring partnerships after nursing home placement 727

  • Carers from the US expressed nearly identical regrets:

    To part with my husband after 46 years of always

    being together I feel as if I let him down, not taking

    care of him in his time of need.

    I feel I could have kept him at home a little longer had

    I not just gone through a similar ordeal with my

    mother.

    I was reluctant but resigned.

    The tensions in these sentiments are evident and

    resonate closely with major themes identied in the

    literature about ongoing emotional ambivalence, concerns

    about the quality of care and the value accorded to

    personal, biographical knowledge. Therefore, although the

    quantitative data suggest a somewhat different picture in

    the UK as compared to the US, it is clear that there is still

    room for considerable improvement to current practice in

    both countries. It is of interest that the US carers all had

    the option of attending a support group specically for

    family members after the placement had occurred. These

    groups, which were professionally led, were voluntary, but

    many respondents attended at least once, and identied

    the interaction as very helpful once the placement had

    occurred, suggesting that others might benet from the

    same experience:

    Get into a support group where you can meet

    others with the same problems. Most friends and

    family not living with the person cannot comprehend

    what you are dealing with every day.

    As much as you love the elderly person you must do

    things to take care of yourself too. If you're gone,

    then there's no one.

    Discussion

    It is important at this point to reiterate the caveats about

    the nature of the sample and to recognize the limitations

    these place both on generalizing from the results and on

    drawing inferences about the extent of signicant

    differences. Notwithstanding this, the results do suggest

    some interesting points of contrast between the reactions

    of carers to placement in the US and the UK which merit

    further and more detailed study using more representative

    samples.

    However, despite variations, it is also apparent that

    many experiences are shared and that the data from the

    present study support and reinforce the major themes

    identied in the literature.

    In both countries, family members experienced regret

    and ambivalence over their role in admitting an elder to

    the nursing home. A transparent, proactive approach to

    discussing how one plans for care during the later years is

    needed to help families feel more condent of their

    decisions. Similarly, once the decision has been made,

    validation is extremely important. While in a previous

    study this validation came from friends, staff in both acute

    and long-term care facilities can promote an alliance with

    families early on by verifying the `correctness of the

    decision' (Dellasega & Mastrian, 1995). Thereafter, it is

    certainly important that staff seek to create a welcoming

    environment that supports and encourages carers to

    become involved if they so desire. There also needs to

    be clarication of mutual roles and responsibilities so that

    carers' knowledge is sought when planning care and in

    particular that carers' emotional reactions are recognized

    and, where possible, addressed. In short, working with

    carers to create caring partnerships should be seen as an

    important and legitimate part of life in nursing homes.

    The support group environment appears to be one

    excellent milieu for accomplishing this.

    Creating equitable relationships is, of course, a two-way

    process and there is growing recognition that staff and

    organizations have needs which must also be acknowl-

    edged. This is often particularly relevant to care staff who

    provide signicant amounts of direct support but can feel

    that their contribution is not fully recognized. Many

    family members are unaware of the different levels of care

    offered in the nursing home setting, as well as how the

    extended care facility differs from an acute hospital. This

    may lead family members to develop unrealistic expecta-

    tions of staff. Heiselman & Noelker (1991) for instance, in

    a study of nursing assistants' perceptions of the respect

    they receive from relatives, found that many did not feel

    valued and were frequently accused of delivering poor care

    by relatives. Such staff would like to be treated politely, to

    be given respect for their competence, and to have the

    relationships they have established with residents

    acknowledged. As McDerment et al. (1997) point out,

    staff are often working under considerable resource

    constraints and there is a need to help relatives appreciate

    what is attainable and realistic within the limitations

    imposed by care in a group environment. Therefore,

    interventions which focus only on the perceptions of

    relatives are unlikely to be optimally effective (Pillemer

    et al., 1998).

    A number of studies have described efforts to improve

    and enhance, in one way or another, staff/relative

    relationships and involvement. These have ranged from

    specic interventions aimed, for example, at helping

    relatives communicate more effectively with residents

    who have speech decits (Shulman & Mandel, 1988) or to

    interact more effectively with residents with cognitive

    impairment (Hansen et al., 1988), to programmes intended

    1999 Blackwell Science Ltd, Journal of Clinical Nursing, 8, 723730

    728 M. Nolan and C. Dellasega

  • to create greater cooperation between staff and families at

    a more generic level. Anderson et al. (1992) for instance

    designed a simple experiment conducted in two groups of

    six homes in which one group (experimental) introduced a

    system whereby staff actively sought biographical infor-

    mation from family carers and used this as a basis for care

    planning. Relatives were also encouraged to participate in

    setting joint goals. In the other (control) group normal

    practice was maintained. Evaluation suggested that in the

    experimental group a number of benets were apparent

    including: simpler and more obtainable care goals; greater

    family involvement; reduced use of medication and more

    individualized care. Benets also emerged for staff, who

    reported less burnout and fatigue, improved attitudes

    towards residents/relatives and increased job satisfaction.

    In another example of a partnership approach between

    staff and relatives Pillemer et al. (1998) outlined a

    comprehensive training approach. This was based on

    parallel, but initially separate, workshops for staff and

    relatives where a number of issues were shared. The

    evaluation suggested benets in three broad areas:

    new insights into the needs of relatives/staff; changes in behaviour towards relatives/staff; observed changes in behaviour by relatives/staff.

    Although the authors were positive about their results

    they sounded a note of caution, highlighting the organi-

    zational commitment that is needed so that staff can be

    released from their duties to attend the workshops.

    Furthermore, as new relatives arrive and staff turnover

    results in differing staff groups there is a need to provide

    the programme on a rolling basis. This has obvious

    implications in an environment where resources are

    already constrained.

    As Aneshensel et al. (1995) point out, it is important to

    recognize that not all families experience difculties with

    nursing home staff. However, recent work, including the

    present study, would suggest that a considerable propor-

    tion do (McDerment et al., 1997). As a consequence of the

    limited attention that staff/relative relationships receive

    there is a tendency to adopt entrenched positions which

    characterize one group as `impossible relatives' and the

    other as `incompetent staff' (McDerment et al., 1997).

    More concerted efforts to address many of the issues

    identied in the literature have the potential not only to

    create more equitable relationships but also to inuence

    the longer term adjustment and health of family carers,

    with a number of studies suggesting that those carers who

    continue to provide considerable care nd it more difcult

    to create new roles and new beginnings and experience

    poorer long-term emotional health and adjustment

    (Aneshensel et al., 1995; Gladstone, 1995; Ross et al.,

    1997). This is an area in which nurses can make a

    signicant difference. To do so, however, there must be

    adequate stafng, training and staff support mechanisms

    (Nolan & Keady, 1996). There also has to be recognition

    of the potential cost implications of improving relation-

    ships between family and formal carers if the sort of

    rolling programme advocated by Pillemer et al. (1998) is

    to be introduced. In the UK at least this should be

    factored into costing equations and resources allocated to

    Social Service Department's accounting.

    Conclusion

    Global ageing has created a common situation in devel-

    oped countries, where family members must increasingly

    make difcult decisions about long-term care for their

    elderly loved ones. Whether these decisions are made in

    isolation or collaboratively, the results of having to make

    such choices create distress that may persist long after the

    admission has occurred. As resources for long-term care

    must be increasingly stretched to meet the needs of a

    growing frail older population, nancial issues will become

    relevant for families in both private and socialized

    healthcare systems. This is an area that requires further

    investigation.

    Nurses and other healthcare providers must work

    together to meet the needs of older adults as they move

    through the healthcare system. An important component

    of addressing such needs is recognizing the vital role

    played by family members and friends. Research and

    testing of interventions is needed to provide support

    during all phases of the placement process: from the point

    of making a decision about care alternatives, through the

    task of selecting a facility, and then nally, as they forge a

    new relationship with not only the elder but the staff who

    have become part of his/her life.

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