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2013-11-13 来源: 类别: 更多范文
Advances in Nursing Science
Issue: Volume 22(3), March 2000, pp 89-103
Copyright: Copyright (C) 2000 by Aspen Publishers, Inc.
Publication Type: [Healing And Caring]
ISSN: 0161-9268
Accession: 00012272-200003000-00008
Keywords: caregiving, eldercare, feminism, home care, relationships
[Healing And Caring]
Relationships between Nurses and Family Caregivers: Partners in Care'
Ward-Griffin, Catherine RN, PhD; McKeever, Patricia RN, PhD
Author Information
Assistant Professor; Faculty of Health Sciences; University of Western Ontario;
London, Ontario, Canada (Ward-Griffin)
Associate Professor; Faculty of Nursing; University of Toronto; Toronto,
Ontario, Canada (McKeever)
This study was made possible by the following funding resources: Health Canada
(NHRDP) Research Training Award, Canadian Nurses' Foundation Research Grant, and
the Helen Glass Research Award (Sigma Theta Tau Nursing Society, Iota Omicron
Chapter).
----------------------------------------------
Outline
Abstract
LITERATURE REVIEW
SHIFTING BOUNDARIES OF CARE
Theoretical framework
Sample and method
The making and breaking of relationships between nurses and family
caregivers
Nurse-helper relationship
Worker-worker
Manager-worker
Nurse-patient
DISCUSSION
Implications for nursing practice
Implications for research
CONCLUSION
REFERENCES
Abstract
Increasing reliance on family care of elderly people at home calls for a
critical analysis of the relationship between formal and informal caregivers.
Although much has been written about how health professionals and family
caregivers should relate to one another, we know very little about the
relationships that develop between them. Using data from a qualitative study,
this article illustrates that relationships between community nurses and family
members caring for frail elders are complex, dynamic, and multifaceted. Shifting
boundaries in caring work leads to changes in nurse-family caregiver relationships,
which can be categorized as four distinct, yet interconnected, types: (1)
nurse-helper, (2) worker-worker, (3) manager-worker, and (4) nurse-patient. Each
type is described, and implications for nursing practice and research are
discussed.
----------------------------------------------
Caring for rising numbers of frail or ill elderly people is a fundamental
challenge facing Western societies. 1 In Canada, the provision of such care is
occurring increasingly in private homes. 2 Admittedly, health care has always
been carried out in the home, but the nature of family caregiving in the home
has changed rapidly due to several converging trends. First, a financial "health
care crisis" has resulted in strong pressure to locate services outside
expensive institutions. 2,3 A steady decline in the number of acute and chronic
hospital beds in every province has occurred, and this decline has accelerated
in the past few years. 4 Long-term care patients are now cared for in the
community, which shifts responsibility from paid caregivers to unpaid family
members and allows the closure of long-term facilities. 5,6 Second, the growing
proportion of older people with disabilities and chronic illnesses has increased
the need and changed the nature of home care dramatically. 7-9 Finally,
technological advances have made it possible to provide medical treatments at
home that were previously performed only in hospital settings. 8,10
The manner in which nursing and family caregiving are conceptualized has major
consequences for the ways in which health care of elders is organized. With an
increasing emphasis on collaboration over the past decade, nurses have been
urged to develop "partnerships" with family caregivers in hospitals, nursing
homes, and the community. 11-13 It has been estimated that 85% of all care
received by elderly people comes from the family or informal systems-most
commonly wives, daughters, and daughter-in-laws. 6,7 The remaining 15% is
supplied by formal health care services, most no-tably nurses. In times of
economic constraints,when public expenditures on formal services for the elderly
are either reduced or frozen, women are usually the ones who shoulder the
physical, social, emotional, and financial costs of caregiving. 3-6 Although the
idea of "sharing" caregiving responsibilities is appealing to many, one
underlying rationale for this approach to long-term care is that it is provided
at less cost to governments or insurance companies. 14
Controlling public expenditures by shifting more nursing work to the family may
alter relationships in important ways. The examination of the relationship
between nursing and family caregiving is of particular significance because
health care administrators and policy makers are seeking to regulate the
definitions of home care work. 15 Although much has been written about how
health professionals and family should relate to one another, little empirical
analysis has been undertaken of the relationship that develops between nurses
and family caregivers, despite the fact that nurses constitute the largest group
of health professionals. In this article, selected findings from a study about
home care to frail elders 16 are used to illustrate that the nurse-family
caregiver relationships that evolve through caring for an elder at home are
complex, dynamic, and multifaceted. (Other aspects of this study, including a
full account of the methodology and findings, will be reported in future
publications.)
LITERATURE REVIEW
The empirical literature about caregiving for older persons tends to be
fractured along the lines of formal and informal care. 16,17 As a result, little
attention has been given to the relationships between formal (professional) and
informal (family) caregivers. A few researchers have gathered data from both
family caregivers and health professionals about how they work together in
providing care, 17-20 or how that relationship changes over time. 21 Others
18,22-24 have concluded that negotiation of partnerships is a dynamic process
that involves considerable conflict. However, very little is known about
relationships when elderly people with ongoing needs are cared for at home by
nurses and family caregivers.
When health professional-family caregiver relationships have been studied, most
researchers have focused on the perceptions of the family caregiver 11,25,26 or
the perceptions of health care workers. 27 Most findings suggest that conflicts
arise when health professionals fail to recognize family caregivers' expertise,
11,28 when roles overlap, 29,30 when roles are defined rigidly, 11,31 or when
professional expectations of family caregivers are contradictory. 22 It appears
that family caregivers occupy an ambiguous position in relation to health care
professionals, who tend to view them as both the problem and the solution to the
care of the ill family member. 20,33
Failing to value family caregiving expertise and affective work in institutional
care settings has been put forward as one source of conflict in formal-informal
caregiver relationships in many studies. 11,23,31,32 Bowers 31 found that family
members of relatives in nursing homes actively monitored staff and sought to
work collaboratively and cooperatively by learning technical care themselves and
by teaching individualized preservative (affective) care to nurses. However,
they felt that both the importance of individualized affective care and the need
for partnerships to ensure high-quality care were unrecognized or ignored by
staff.
Similarly, Ong 26 found that family carers valued being treated as equals and
with respect by community nurses. When asked about their caring work in
relationship to that of the nurse, family caregivers claimed to have unique
knowledge about the care recipient and specific expertise needed to personalize
care. They expected these to be acknowledged as an indication of preferred role
as full partner in care. 19,26 These findings point to the importance of
experiential, particularized knowledge of the family caregivers and to their
desire to act as full partners in the care of their relative.
The absence of a shared perspective between family caregivers and health care
professionals also has been suggested as the basis of conflict. Rosenthal and
colleagues 30 described how hospital nurses cast families of patients of all
ages into three roles: visitor, worker, and patient. In this study, a relative
who either spent considerable time at the hospital or who was perceived to
interfere with the nurses' preferred work style or the control of their work
environment was considered to be a "problem" by the nursing staff. When family
members were seen to be slipping out of the visitor role, they were cast into
either the role of worker or patient. These roles did not reflect a true working
partnership, but were rather a nursing strategy to contain interference,
carrying an inherent subordination to the authority of the nurse. The current
view about professional-family caregiver relationships, however, is away from
this hierarchical view of health professional dominance toward a collaborative
interaction in the provision of care to ill family members. 28,34
The location of the health care interaction between family and professional
caregivers is an important but understudied dimension, including its effect on
the relative power of the participants. 35,36 Fischer and Eustis 17 studied 39
home care workers, 54 elderly clients with chronic disabilities, and 15 family
caregivers. They found that both cooperation and conflict exist between family
caregivers and home care workers. Caregiving alliances between family caregivers
and workers were created in order to manage the care and support each other in
problematic caregiving situations. Conflictual relationships were found when the
worker's authority was challenged by family caregivers.
Researchers repeatedly have found that many family caregivers attempt to avoid
or decrease conflicts by building collaborative relationships with health
professionals. 11,21-24,29,31 In secondary qualitative analyses of data from two
Canadian studies 32,37 about the relationships between health professionals and
family caregivers of chronically ill and terminally ill relatives, negotiations
in three distinct stages were identified in evolving relationships: naive
trusting, disenchantment, and guarded alliance. Naive trusting was the label
used to describe the early stage of the professional-family caregiver relationship.
In this stage, family members initially believed and trusted that professionals
had their best interests in mind. The second stage, disenchantment, was
characterized by mistrust and occurred when the health professionals did not
behave as expected, such as withholding information or providing insensitive
care. The final stage, guarded alliance, was conceptualized as a relationship
between professionals and family caregivers based on four different styles of
trust in providers. These styles were hero worship (trust of one individual
professional), resignation (feelings of hopelessness), consumerism (focus on
services needed rather than relationships), and team playing (both perspectives
are equally valued).
Frankfather's 18 investigation of staff (case workers and homemakers) and family
relationships in home care revealed significant disagreements that tended to
occur when families were not informed of home care options, when family members
and staff could not agree on the nature or the amount of a specific service, or
when family caregivers and care recipients did not agree on service options. As
a result, staff would sometimes side with either the elder or the family.
Similarly, Hasselkus 19 found an apparent three-way pattern of tension among
family caregivers, elder care recipients, and professionals in the naming,
framing, action, and judgments that took place in the caregiving situation. For
instance, while family caregivers were most concerned with maintaining an
orderly routine of care and ensuring that no harm was brought to the care
recipient, professionals were seen as being more concerned with enhancing the
care recipient's independence.
Clark and colleagues 21 found that occupational therapists used four primary
types of interactions with family caregivers of elderly receiving home care
services: caring, partnering, informing, and directing. The strategies they
employed were mostly of a directive nature, which failed to recognize the family
caregivers' expertise and knowledge. Similar to other analysts of health care
relationships, 38 the investigators of this study assumed that the expectations,
values, and goals of family caregivers and professional caregivers were the
same, and therefore that the roles are or should be collaborative. These
researchers call for more active negotiation and mutually "reflective practice."
In other words, if family and professional caregivers would engage in more
reflection on the practice of the other and listen more to the other, then
collaboration would result. However, the discrepancies in role expectations and
treatment goals and values, as described earlier, often lead to conflict. 39,40
Few researchers specifically question why family caregivers and health
professionals tend to operate from different assumptions and value systems, have
conflicting role expectations, or hold differences in power.
In summary, although much has been written about how professional and family
caregivers should relate to each other, little systematic analysis has been
undertaken of the relationships that develop between them. Most researchers have
focused either on health care professionals or family caregivers, neglecting the
relational aspects of caring work. With a few exceptions, 22,41 researchers have
failed to analyze professionals' and family caregivers' underlying assumptions,
role expectations and responsibilities, and how negotiation between the two
types of caregivers takes place. The relationship between nurses and family
caregivers appears to be complex and dynamic and merits closer empirical
examination if we are to better understand the "private" and "public" provision
of home care of the elderly. In the next section, data from a study 16 of
community nurses and family members providing home care to older persons are
used to illustrate that both nurses and family caregivers cross the public and
private boundaries and that complex negotiations are carried out between these
two providers.
SHIFTING BOUNDARIES OF CARE
A critical ethnographic approach was used to examine the relationship between
community nurses and family members providing home care to older persons in
urban Canada. Critical ethnography was chosen as the research method because
this approach is meant to make explicit those assumptions that are implicit in a
culture. 42 It not only illuminates the taken-for-granted Western assumption of
"family care," but also focuses on how family caregivers and nurses are
positioned and participate in specific power relations. Although most ethnographies
begin with the premise that the structure and content of culture disadvantage
some groups more than others, critical ethnography strives to promote the
movement of oppressive situations toward emancipation. 43 As previously
mentioned, there is increasing evidence that women already bear a disproportionate
share of the costs associated with elder caregiving; therefore, the social
justice that underlies critical ethnography is consistent with the activist
stance of socialist feminism.
Theoretical framework
The study was guided by a socialist-feminist perspective of caring, which is
articulated in the writings of Fisher and Tronto 44 and Ungerson. 45 One of the
most significant achievements of this scholarship is the way it challenges and
de-constructs women's roles. Female caregiving is viewed as highly skilled
emotional, mental, and physical work that crosses "public" and "private"
boundaries. Although a socialist-feminist perspective helps to explain the
interconnections between public and private caring work, it does not specifically
address the interpersonal relations between family and professional caregivers.
Therefore, another perspective used is derived from Twigg and Atkin's 20 four
models or conceptualizations of response of health and social workers to family
caregivers: carers as resources, as coworkers, as co-clients, and as superseded
carers. One of the limitations of their conceptual model is that it is based on
the perspectives of social and health professionals and not those of family
caregivers. However, the four prototypes of carers help provide a frame of
reference to examine the different types of relationships between family
caregivers and nurses and to understand the varying roles that may develop
between them.
Sample and method
A purposive sample of 23 family caregiver-nurse dyads was drawn from three
nonprofit, publicly funded community nursing agencies in southwestern Ontario.
The dyads had known one another from 3 months to 14 years, with a mean of just
under 3 years. While the frequency of contact between each dyad ranged from
daily to less than twice a month, most saw each other weekly. The average age of
the nurses was 47 years. With one exception, all the nurses were female. The
majority were born in Canada (67%), spoke English as their first language (93%),
held a diploma in nursing (53%), and had been practising community nursing 11 or
more years (53%). All the family caregivers were female and ranged in age from
33 to 82 years, while most were over 60 years old. None were employed full time;
however, three participants worked part time. The majority had been born in
Canada (65%) and provided care to their husbands (70%) who had a chronic illness
(87%). The elder care recipients ranged in age from 65 to 99 years, with a mean
age of 78.9 years.
The approach used to recruit and interview participants, as well as the ways in
which data were analyzed and disseminated, was informed, in part, by the work of
feminist researchers. 3,42 Participants were assured that anonymity and
confidentiality would be maintained, and building rapport and providing support
and information were some of the strategies used throughout the study. Using an
in-depth focused interviewing approach, 46 both types of caregivers were asked
to talk in private about their experiences of working together. This type of
approach encouraged accounts of negotiations about caregiving responsibilities
and the relationships that develop, as well as the conditions, constraints, and
consequences of these negotiations. A total of 38 interviews were audiotaped,
each averaging 75 minutes in length. Interviews with the family caregivers were
conducted in their homes; all but one of the caregivers lived with the elderly
relative who needed care. Approximately half of the interviews with the nurse
participants were held in an office or conference room; the remainder occurred
in the nurses' homes. The interview data, along with field note data, were
transcribed and analyzed. Analysis was facilitated through the use of computer
software, NUD*IST (Thousand Oaks, Sage), which helped with the location of
patterns within and across nurse-family caregiver dyads.
The making and breaking of relationships between nurses and family caregivers
The findings suggest nurse-family caregiver relationships that evolve through
caring for an elder at home are complex and dynamic. Relationships involved four
distinct, yet interconnected, types: (1) nurse-helper, (2) worker-worker, (3)
manager-worker, and (4) nurse-patient. Each type conceptualizes the roles of the
nurse (left) and family caregiver (right) differently, and each has different
goals and outcomes. While these relationships appear to evolve over time, they
are not linear or unidirectional. Some nurse-family caregiver dyads tend to
oscillate between the four types of relationships. However, the overall aim is
eventual termination of the nurse-family caregiver relationship.
The types of relationships between nurses and family caregivers are shaped, in
part, by the fiscal climate in Canada's mixed economy and in response to home
care management's need to cut costs of nursing care. Although home care has
always had a mix of for-profit and not-for-profit service delivery, it is
essentially funded publicly by the provincial governments. To keep public costs
down, nurses used three major strategies in negotiating care with family
caregivers: delegating as much care as possible to the family caregiver,
gradually decreasing the frequency and range of care, and accessing other less
expensive community services. However, in a few situations, nurses either
resisted giving up their caregiving activities or occasionally increased their
responsibilities to include those tasks previously carried out by family
caregivers, such as bathing. Although family caregivers acted in both a
cooperative (eg, agreeing to take on more care) and resistant (eg, expressing
disappointment and complaining) manner, caregiving tasks, in terms of degree and
complexity, were transferred from nurses to family members. This illustrates the
ways in which nurse-family caregiver relationships involve power exchanges, and
how negotiations are embedded in a broader political and economic environment.
Nurse-helper relationship
In nurse-helper relationships, nurses provide and coordinate the majority of
care, while family caregivers assume supportive roles to nurses. Although most
nurses and family caregivers reported that this was the type of relationship
they had at the beginning of the elders' illness, this was the least common
relationship found in this study. Only two of the three dyads caring for
terminally ill elders described their relationship as being of this type.
For nurses, the goal in this relationship is "taking time to care." In
palliative care, nurses tended to provide care 7 days a week for approximately 2
hours each day, which increased gradually as the care recipient's needs
increased. Elders appeared to receive optimal nursing care because, as one nurse
claimed, the number of nursing visits allowed by the case manager is greater for
palliative care than for chronic care:
Palliative care is kind of a special instance because they're dealing with a
life-threatening situation and there's going to be coping problems that will
affect the caregiver as well as the patient. So they do take that into account
and they give us a little more leniency when we're asking for extra visits.
Most of the negotiating strategies involved nurses assuming more care than
previously stipulated by the case manager and resisting agency policies and
directives to give up this care. As one nurse commented, palliative care
requires nurses "to be the nurse" in the home. Nurses rarely shifted or
transferred their care to family caregivers. Although family caregivers tended
to trust the nurses' judgment in relation to the care required, they actively
sought out opportunities for involvement citing the need to feel useful or to
have some control of the situation. In turn, nurses supported the family
caregivers, acknowledging their need to participate in the elders' care. In the
words of one family caregiver:
I think the nurses knew that I needed to be involved. I'm sure that was part of
it, because if you're involved you feel as if you have some control over what's
happening even if it's in a limited way.
The boundaries in this nurse-family caregiver relationship were relatively
unambiguous. Both types of caregivers recognized and valued the separate
contributions of each other's caring work. This finding supports other studies
11,23 in which family caregivers and health professionals engaged in a
supportive, cooperative relationship as they shared the process of caring. With
the exception of palliative care situations, this type of relationship did not
last for any length of time. Due to the cost of providing formal care to
chronically ill individuals, nurses were expected to shift quickly into the
second type of relationship.
Worker-worker
Only a few dyads operated within the second relationship, as coworkers, but most
had experienced it in the past. Based on the notion of "teamwork," nurses aimed
to work with family caregivers in a way that recognized their expertise, but in
an essentially co-opting and controlling way. Many talked about the importance
of forming relationships as colleagues with family caregivers and sharing
information so that mutual decisions could be carried out in the nurses'
absence. However, the following quote illustrates that compliance of the family
caregiver rather than mutual decision making between the nurse and family
caregiver is clearly what is expected:
If you don't have the family on side, then they do what they want to do[horizontal
ellipsis]. I just work with them in order to achieve the desired goals[horizontal
ellipsis]. It's almost like coworkers, both of us working on the patient's
problems.
Many nurses expected family caregivers to learn how to care for the elder and
proceeded to teach them a variety of technical skills. They sought to gain the
family caregivers' trust and cooperation in order to be successful in delegating
their nursing work. As a result, a one-way flow of instrumental tasks from the
nursing domain to the family caregivers' realm of responsibility occurred
gradually over time. In the words of one woman who cared for her husband:
I do everything for my husband with no training or proper papers. The nurses
taught me how to do it and that was it[horizontal ellipsis]. She said "this is
how you do it" and I took it from there.
Within this type of relationship, ongoing negotiations between nurses and family
caregivers centered on family caregivers' growing competence and skill in
assuming more caring tasks usually associated with nursing. Almost 75% of the
family caregivers cooperated fully with the nurses in learning these new skills.
This work-transfer process took time and trust on the part of the family
caregiver and patience and persuasion on the part of the nurse. Those family
caregivers who did not go along with the premise that they should assume those
technical tasks complained of feeling frightened, overwhelmed, or angry that the
task appeared too difficult or technical. One woman spoke about being harassed
to learn a new skill that clearly fell outside of her expertise:
I am NOT a qualified nurse! I was expected to give him his injections of
medications, which I absolutely refused to do[horizontal ellipsis]. The nurse
was going to teach me how to stick a needle in my husband come hell or high
water. But I was just as determined that I was NOT going to put a needle in my
husband. I have seen some of the damage that can be done with a needle not put
in properly, and I was not going to take that responsibility.
One of the consequences of this type of nurse-family caregiver relationship is
that family caregivers had a great deal of responsibility with little authority.
On the one hand, nurses taught them a number of procedures and skills so they
could be informal members of the health care team. On the other hand, they were
asked to defer to, and comply with, the advice and expectations of professionals.
One particular woman caring for her terminally ill husband recalls feeling anger
and helplessness when she sought assistance in the early hours of the morning:
The needle site of the morphine pump kept shutting down [horizontal ellipsis] so
finally [I] ended up calling this number and they said, "We can't talk to you,
you're not a doctor or nurse." I said, "I beg your pardon'" I just about hit the
roof because I called the nursing agency and they gave me the nurse on call and
she told me to call this number[horizontal ellipsis]. I was livid. My husband is
laying here in pain and you're telling me you're not going to talk to me.
In contrast to the first nurse-family caregiver relationship, the coworker
relationship was full of tension, conflicts, and ambiguities. As others have
found, 22,32 family caregivers were faced with contradictory expectations; they
were caught in a web of messages that often were in opposition. Ambiguity about
the family caregivers' responsibilities and authority created a moderate to high
amount of tension. In the end, co-optation of the family caregivers' "free"
labor depended largely on the creation of a trusting relationship with the
nurse. Eventually, family caregivers assumed responsibility for virtually all
the elders' care, moving into a third type of nurse-family caregiver relationship.
Manager-worker
The majority of the dyads (n = 16) operated within the relationship "nurse as
manager/family caregiver as worker." As nurses gradually transferred their
actual caregiving over time, the importance of monitoring the family caregivers'
"coping skills" and "competence" increased. Although many family caregivers had
accepted increases in their actual caring work in terms of complexity and time,
not all family caregivers were convinced that this arrangement was satisfactory
to them. Most family caregivers were confused and sad that the nurses had
reduced their time and emotional involvement. A few actively confronted the
nurses' attempts to set limits on their roles, but with minimal success.
One elderly woman who had been caring for her chronically ill spouse for 2 years
had experienced a gradual reduction in nursing services. Since the care of her
husband had not changed over the years, she was providing complicated technical
and personal care, mostly on her own. In frustration she reacted to a further
reduction in nursing visits:
At first she was coming three times, and then they cut it back to twice a week.
And now they are cutting it down to once, just once a week. Again this is the
case worker's suggestion that she only comes once a week. They feel that I am
able to look after him and give him the care that's needed[horizontal ellipsis].
It makes me uncomfortable, to feel that, again I've been given more responsibility
because no matter how you dress it up, that's what it is! It's the responsibility
of my husband's care, it's going to be solely in my hands and sometimes it comes
to a point where you just lose it.
Overt concern for the family caregivers' well-being by nurses was minimal, and,
if present, this concern was usually directed at keeping the family caregiver
well for the sake of the elder. One particular nurse explains:
I think if you keep the caregiver together it keeps the client together[horizontal
ellipsis]. If the caregiver falls apart, forget it, you know. What's going to
happen' A crisis. And we found that because a lot of them burn out.
Concern for the well-being of the family caregiver also was overridden by the
belief that family care should stay within the "family." Many nurses spoke of
their role as a "resource person," providing information and emotional
reassurances to the wives, daughters, and granddaughters so they could continue
in their primary caregiving role. Nurses only rarely considered increasing their
own responsibilities or enlisting other less expensive caregiving services in
order to decrease the family caregivers' workload. Instead they usually advised
family caregivers to access alternative resources such as caregiver support
groups. While these suggestions were seen as somewhat helpful to some, many
family caregivers complained that the assistance being offered did not meet
their specific needs for help with nursing care. In the words of one family
caregiver:
All I'm saying is I don't need a support group. That isn't what I need. All I
need is physical [help]. I need physical help.
Discrepancies in values and norms prevailed in these negotiations and tension
between family and professional caregivers was relatively high. Although family
caregivers accepted that the nurse had technical and experiential knowledge of
the elders' illness, they resisted the nurses' efforts to tell them how to cope
with caring for their relative. Family caregivers asserted their right to decide
on what types of services to accept into their home and to control their lives
as much as possible.
Nurse-patient
The final type of relationship, "nurse as nurse/family caregiver as patient,"
surfaced almost as frequently as the manger-worker relationship. Family
caregivers were seen as people in need of care in their own right, especially
those women who were elderly or who had chronic health conditions. As a result
of their demanding caregiving schedules, coupled with preexisting health
conditions in some cases, many family caregivers became the nurses' patient.
Family caregivers reported that the amount of caring work they were expected to
do caused physical and emotional exhaustion, social isolation, and strained
family relationships. Some spoke of health conditions such as angina, arthritis,
and hypertension that resulted from and impacted on their hectic caregiving
schedules. Many characterized themselves as "chronically tired" and "extremely
tense." They felt that they had no choice but to ignore their own health in
order to look after their relative.
In this type of relationship the source of conflict between nurses and family
caregivers is the fact nurses were faced with contradictory expectations. They
were expected to care for the elder at the same time they were expected to make
sure the family caregiver remained well. Nursing interventions were aimed at
relieving the family caregiver of her ongoing caregiving demands temporarily by
arranging short-term respite services and preventing any crises from occurring.
Although some nurses acknowledged that they felt "pulled" between the needs of
the family caregiver and the needs of the patient, the family caregivers' status
as "patient" was rarely a fully equal one, since they were not officially "on
service." One of them explained:
It's just that I think the main goal in this is keeping them both out of
hospital. It's keeping mom at home, cared for, and keeping the family caregiver
at home, not falling apart, not having a breakdown. And it's a balancing act
every time you go there.
Generally speaking nurses expressed concern for the family caregivers' health.
However, they either tended to minimize the problems or rationalize that they
were doing their best within the current fiscal "reality" of the home care
system.
In summary, among the four nurse-family caregiver relationships, the most
predominant ones were those of manager-worker and nurse-patient. Although there
are some overlapping elements in both types of relationships, the nurse in the
manager-worker relationship visits less often, assumes a primary supervisory
role, and is less concerned about the family caregiver's well-being compared to
the nurse in the final nurse-family caregiver relationship. Most nurses and
family caregivers, however, did not fall exclusively into any one type of
relationship. They tended to oscillate between the four different types of
relationships as the caregiving situation evolved.
Contradictory expectations on the part of both family caregivers and nurses
created tension. Family caregivers experienced tension when nurses leaned toward
a relationship that demanded more of them than they felt that they could give,
when nurses left them on their own to provide the bulk of care, and when their
expertise and skill in providing care were not recognized beyond the nurse-family
caregiver relationship. Nurses experienced tension when they were caught between
the needs of the elder and the needs of the family caregiver, when they related
to the family caregiver both as the "worker" and the "patient," and when family
caregivers did not comply in learning new skills or accepting suggested
services. Moreover, tension was apparent if nurses and family caregivers held
vastly different role expectations of one another. For instance, if the nurse
treated the family caregiver as the "patient," while the family caregiver saw
herself as the primary caregiver, the goals and roles within these two types of
nurse-family caregiver relationship conflicted. Thus, relationships between
family caregivers and nurses tend to be ambiguous and characterized by tension.
DISCUSSION
Despite study limitations, such as a cross-sectional design and a small
convenience sample of highly educated nurses and preselected family caregivers
(ie, nurses were asked to approach eligible family caregivers), the results
point to a number of important implications for nursing practice and future
research.
Implications for nursing practice
Study findings point to an exploitative relationship between family and
professional caregivers, not one that reflects a true "partnership." A
partnership implies that both types of caregivers contribute equally to client
care. In this study, family caregivers were making greater contributions than
nurses in terms of physical, emotional, and intellectual labor. Study findings
support other research 11,23-25 that found family caregivers who are managing
get praise from practitioners but little practical assistance to support the
continuance of that care. Furthermore, although nurses in this study truly
understood the tremendous demands placed on family caregivers, for the most part
they did very little in terms of advocating on the family caregivers' behalf.
Most family caregivers were left socially isolated without adequate resources to
provide care, and this situation raises ethical concerns. Intentionally or not,
holding family caregivers accountable for the provision of care without adequate
resources is completely unacceptable. 47 Failure to provide resources to help
family members provide care could risk even further increases in health care
costs, as injuries or illnesses of the elder and/or family caregiver ensue.
Applying the notion of partnership to professional-patient relationships also
ignores the tension that exists between the two caregivers, especially when
family caregivers are given primary responsibility for the elders' well-being.
Health professionals need to understand that the tension and frustration that
they experience as caregivers are indicators of an adversarial relationship.
Moreover, until the physical, emotional, and intellectual components of nursing
work are formally acknowledged and valued, programs in long-term care will
continue to be geared toward instrumental task maintenance. In this study, both
nurses and family caregivers operating within the nurse-helper relationship did
not vocalize feelings of powerlessness and stress as often as those nurses and
family caregivers in other types of relationships. When nurses were permitted to
spend more time in palliative care situations, family caregivers felt more
supported than their counterparts caring for a chronically ill family member.
Study findings also challenge the nature of the relationship between formal and
informal care providers. It is important that health professionals take a
serious look at what they do and what outcomes they want their caring work to
serve. 48 Although this may place the health professional in a double bind
(personal interests versus social responsibility), a change in professional
practice is essential to improve the situation for family caregivers. It is
important that nurses and other health care providers evaluate not only the
negative impact that work transfer has on the family caregiver, but also how
this "exploitative" labor process to save money disadvantages them as well.
Thus, health professionals must move beyond the rhetoric of shared care in order
to "reconceptualize home care and recognize the price it is exacting in its
present form." 22(p19)
With one exception, feminist thinking did not seem to influence nurses'
professional interactions with family caregivers in this study. For the most
part, they witnessed and understood the tremendous demands placed on family
caregivers, especially those who cared for chronically ill elders requiring
24-hour care. And yet, they did very little in terms of advocating on the family
caregiver's behalf. Although the needs of professionals are different from
family caregivers, it is important to highlight that both types of caregivers
depend on one another to provide care. If nurses and family caregivers discuss
their mutual concern about the lack of resources to provide adequate care,
perhaps, as McKeever suggests, "their mutual plight would become obvious,"
49(p18) leading to an awarenes that could eventually lead to coalition building
and lobbying for their collective well-being.
Implications for research
More needs to be known about the development and nature of relationships between
formal and informal caregivers of the elderly and other dependent populations.
Future research is needed to validate the four evolving interconnected types of
nurse-family caregiver relationships found in this study. Replication of this
study, using nurse-family caregiver dyads in a variety of long-term care
settings, would permit comparisons between types of settings and care situations
in relation to the most common nurse-family caregivers relationships.
Since study findings illustrate the importance of time in the development of
these relationships, longitudinal research would increase our understanding. In
particular, it is important to understand the exact mechanisms that promote
inequitable exploitative relationships between family caregivers and health
professionals and the specific consequences for each type. It also is important
to examine how care recipients, family caregivers, and health care providers are
interconnected by the work-transfer process; who is disadvantaged by this labor
process; and to what extent. Data on the direct and indirect effects of work
transfer could be used to design equitable long-term care practices and
policies.
CONCLUSION
Calls for forging "partnerships" between professionals and family caregivers
11,13,39 must be met with caution since they appear to be based on economic
rather than humanitarian grounds. 50 Using data from a study of community nurses
and family members providing care to an older person illustrated how relationships
between nurses and family caregivers are negotiated. Furthermore, they showed
that boundaries between formal and informal caregivers shift over time, in terms
of both the work allocated and the resulting four types of relationships.
Constantly shifting boundaries also made alliances between nurses and family
caregivers quite complex and challenging at times. Ultimately, transformation of
the broader political and economic conditions of home care is necessary if a
more equitable sharing of responsibility between family and professional
caregivers is to occur.
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Key words: caregiving; eldercare; feminism; home care; relationships

