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Boundaries and Connections Between Formal and Informal Caregivers

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Abstract

Although the experiences of formal and informal caregiving have been discussed and debated in the literature, more is assumed than is actually known (McDaniel & Gee, 1993). This qualitative study explored both informal and formal caregivers' perceptions of their own caregiving and the views of each other's caregiving. Information was collected through the use of in-depth interviews with 23 family caregivers and 15 nurses providing home care to older persons. Analysis of interview transcripts and field notes reveals that both informal and formal caregivers engage in all facets of caring work – physical, intellectual and emotional care – but that they carry out this work in varying degrees, and for different reasons. The reasons given for these differences, namely the nurses' professional knowledge and higher status designation, are key elements that define the boundaries between professional and family caregiving. However, it is apparent that, over time, this demarcation diminishes as family caregivers' knowledge and skill match those of health professionals. Study findings point to implications for future theory development and research.

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... The challenges of providing home care have been well documented. Lack of support for family caregivers [8][9][10][11], lack of recognition and poor working conditions of home support workers [12,13], early hospital-to-home discharge policy [14], and poor system coordination [15] are examples of the challenges faced by persons living with dementia and their familial and formal caregivers. Furthermore, limited resources to implement and sustain a home care infrastructure [16] and a shift of chronic care to community settings without the corresponding transfer of funds [17] compound the difficulties encountered. ...
... Analysis of focus groups of 46 American home care clinicians revealed five inherent conflicts affecting family caregiver-clinician interactions: unrecognized family involvement; competing priorities and little time; lack of appropriate services to meet family needs; dual obligation of patient advocate and service gatekeeper; the reservation of social work services for difficult cases [9]. While collaboration is typically sought by both formal and familial caregivers, these individuals are situated in an emotionally charged "intermediate" domain, a contested area between the public world of paid care and the private world of family care [10,11]. Thus, alliances between formal and familial care providers in home care are often formed under the guise of partnerships. ...
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RÉSUMÉ D’ici à 2038, le nombre d’heures de soins non rémunérées aux aînés offert par les membres de la famille devraient tripler. Les membres des familles sont souvent suppliés d’aider dans le processus parce que vivre avec la démence peut inhiber la capacité pour prendre une décision. Cette étude ethnographique a soumis les relations au sein de soins de la démence à domicile à un examen critique par le biais des entrevues face-à-face et les observations des participants des clients, des aidants naturels et des prestataires de soins à domicile. Les résultats ont révélé comment les décisions sont imposées dans le contexte du système de soins à domicile formels, et ont mis en évidence trois thèmes: (1) L’accommodation de la compétence/incompétence, comme définie cliniquement ; (2) La prise de décisions inopportunes; et (3) Le renforcement de l’exclusion des déments dans la prise de décision. Ces thèmes illuminent la façon dont les valeurs culturelles (la compétence), les croyances (l’immuabilité du système) et les pratiques (le réglage des décisions) dans le système de soins à domicile sont finalement déterministes dans la prise de décisions pour les déments et leurs aidants. Afin d’optimiser la santé des déments qui se font soignés à domicile, il faut accorder d’attention supplémentaire aux pratiques collaboratives et inclusives des membres des familles.
... The challenges of providing home care have been well documented. Lack of support for family caregivers891011, lack of recognition and poor working conditions of home support workers [12, 13], early hospital-to-home discharge policy [14], and poor system coordination [15] are examples of the challenges faced by persons living with dementia and their familial and formal caregivers. Furthermore, limited resources to implement and sustain a home care in- frastructure [16] and a shift of chronic care to community settings without the corresponding transfer of funds [17] compound the difficulties encountered. ...
... Analysis of focus groups of 46 American home care clinicians revealed five inherent conflicts affecting family caregiver-clinician interactions: unrecognized family involvement; competing priorities and little time; lack of appropriate services to meet family needs; dual obligation of patient advocate and service gatekeeper; the reservation of social work services for difficult cases [9]. While collaboration is typically sought by both formal and familial caregivers, these individuals are situated in an emotionally charged " intermediate " domain, a contested area between the public world of paid care and the private world of family care [10, 11]. Thus, alliances between formal and familial care providers in home care are often formed under the guise of partnerships. ...
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With the number of people living with dementia expected to more than double within the next 25 years, the demand for dementia home care services will increase. In this critical ethnographic study, we drew upon interview and participant data with persons with dementia, family caregivers, in-home providers, and case managers in nine dementia care networks to examine the management of dementia home care resources. Three interrelated, dialectical themes were identified: (1) finite formal care-inexhaustible familial care, (2) accessible resources rhetoric-Iinaccessible resources reality, and (3) diminishing care resources-increasing care needs. The development of policies and practices that provide available, accessible, and appropriate resources, ensuring equitable, not necessarily equal, distribution of dementia care resources is required if we are to meet the goal of aging in place now and in the future.
... For example several authors highlight how many nursing tasks (e.g. providing emotional support for clients) are not recognized by colleagues, institutions, or organizations (Glenda Riley & Manias, 2006;Riley & Manias, 2002;Ward-Griffin, 2002). The humanistic and emotional care between patients and nurses is often expected of nurses but not extrinsically rewarded (Bartlett & O'Connor, 2007;Behuniak, 2010;Kouri & White, 2014;Pound et al., 2001). ...
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Promoting health equity necessitates the diversification of healthcare workforces. Disability is one aspect of diversity that is increasing in healthcare. While the number of Disabled students in health professions increases, barriers in their work integrated learning (WIL), such as placements in hospitals or clinics, persist. While literature has addressed some of these barriers, there is less known about the social processes that enable access in work integrated learning when it does occur. Therefore, an interdisciplinary team from design, geography, occupational science, nursing, occupational therapy, critical disability studies, and knowledge mobilization explored questions regarding social processes involved in WIL accessibility in clinical settings. The team conducted twenty-five in-depth interviews with 4 placement coordinators, 8 placement supervisors, 6 access professionals, 4 education leaders (e.g. Deans) and 3 healthcare leaders (e.g. site education leaders) from two hospitals and two universities in eastern Canada. The team’s collaborative thematic analysis of participant narratives constructed four themes regarding the invisible work clinical and academic educators engage in to create access: putting in extra time, doing emotional labour, engaging in relational work, and navigating complexities. This labour is unrecognized and optional, and therefore its result—access to education—is inequitably distributed. Educators, policy makers, and institutions need to know how access is created in WIL to promote diversity within health professions and systems.
... As illustrated in Figure 1, for Albert and Amy, friends and family provided support for out-ofhome social events. Similarly, family caregivers may not be equipped to provide supports that are considered specific to formal services expertise or skill set (Ward-Griffin, 2002). Recently, a new singular care program in Saskatoon demonstrated excellent fit between informal and formal services (Compton et al., 2020). ...
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Limited research exists on the experiences of older adults participating in community rehabilitation. Our longitudinal, collective case study explored older adults’ experiences while they engaged in community rehabilitation and home care services, as well as family caregivers’ concurrent experiences. Drawing on interpretive description, we inductively analysed interview data gathered at three points over 3–6 months from six family dyads. Questions focused on activities of daily living, instrumental activities of daily living and other meaningful activities affected by changes in the older adult’s health. From our thematic analysis, three themes emerged: (a) Centring community rehabilitation and home care services around the older adult and family; (b) Understanding the intricate interface of formal and informal supports; and (c) Supporting the meaningful aspects of life. Our findings suggest a metaphor of re-braiding, a reconfiguration of activities that requires increased integration of formal and informal supports within home care and community rehabilitation.
... The substitution hypothesis argues that the public sector must provide a formal safety net when families are unavailable, unable, or unwilling to help; when older adults are isolated or abandoned; or when informal caregivers can no longer provide adequate support. In contrast, the complementarity hypothesis argues that a coordinated system of informal support (by the family) and formal support (by government or the private sector) is essential to enhance the quality of life of both older people and their caregivers (Ward-Griffin 2002;Ward-Griffin and Marshall 2003;. Evidence suggests that the most successful formal system is complementary, since it provides a continuum of assistance and care to meet the diverse and ever-changing needs of both the elderly person and his or her caregivers. ...
... While some of the responsibility for care of older adults comes from paid home-care services, individuals and families are the cornerstone of home health-care (Canadian Home Care Association 2008). There is a substantial body of literature that discusses the importance of partnerships between formal (paid) and informal (family) systems of care (Lyons & Zarit 1999, Penning & Keating 2000, Ward-Griffin 2002, Brereton & Nolan 2003, Ward-Griffin & Marshall 2003, Wiles 2003, Guberman et al. 2006, Stone & Dawson 2008. However, the bulk of this research focuses on professional formal care providers such as nurses, physicians, and social workers. ...
Article
Although both family care and home support are considered essential components of home-based health-care, the experiences of family caregivers who have a relative in receipt of home support services are not well understood. Little is known about what aspects of home support services assist family caregivers or hinder them in their caregiving. This study examines family member's experiences of the home support services received by their elderly relatives. Based on a previous Canadian study of contributions in family caregiving, we developed a conceptual model for understanding multiple contributions in caregiving. The present study used this conceptual model to guide the analysis of data from in-depth interviews with family caregivers (N = 52), completed August 2007-April 2008, who have or had an older relative in receipt of home support services in British Columbia, Canada, in the previous 12 months. Verbatim transcripts were read, re-read and independently coded by three members of the research team to identify common themes. Themes relating to direct care (care provided directly to the elderly person) and assistive care (care provided to one caregiver by another) were identified. In discussing the direct care provided by workers, family members emphasised dissatisfaction with instrumental assistance provided by home support workers while also stressing the importance of affective assistance. In commenting about assistive care there were three key themes: caring together, care management, and quality assurance and monitoring. In conclusion, the important role of home support in providing relief for caregivers is highlighted and implications for caregiver policy are discussed.
... This latter sense is demonstrated when workers talk with their clients about what is important to them (the client) or they go beyond the paid requirements of their job and offer to do extra little things like mailing a letter or putting out the garbage. These two components of " emotional caregiving " are separate activities, especially among formal caregivers (Ward-Griffin, 2002). Often, formal caregivers care for (i.e., meet physical, mental, and emotional needs) their clients without feeling affection for them. ...
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In this article, the authors explore the home care experience as described by older physically impaired individuals and their caregiving spouses. Separate face-to-face semistructured interviews were carried out with each spouse from nine couples. Analysis of the interview data revealed four themes. For care receivers the themes were Independence and Developing a Trusting Relationship With Home Care Workers. Relief and Continuity were voiced by the caregiving spouses. The authors show how these themes relate to the participants' sense of security, which emerged as a key underlying concept in the home care experience. This study adds to the home care and caregiving literature as it expands our understanding of the relationship between formal and informal caregiving, highlights issues and concerns older couples face as they receive home-based care, and includes both older spouse caregivers and their direct-care recipients.
... Indeed, some authors have suggested that the presence of family and friends may itself be a barrier to accessing services (Armstrong 2001;Aronson and Neysmith 1997;Aronson and Neysmith 2001;Aronson and Sinding 2000;Brotman 2002;Woodward et al. 2004). This contention may be supported by research indicating that those with larger social networks are less likely to utilize formal care services (Aronson and Neysmith 1997;Brotman 2003;Chappell 1993;Crocker Houde 1998;Penning 1995a;Penning 1995b;Penning 2002;Ward-Griffin 2002) despite a research literature indicating that informal care is often not the most preferred care arrangement (Aronson 1990;Aronson 1994;Aronson 2002a;Aronson and Neysmith 1997;Chiu and Yu 2001;McCann and Evans 2002;Newsom and Schulz 1998) as well as concerns surrounding the ability of informal care providers to meet the care needs of older adults living in the community (Aronson 1990;Aronson 1994;Aronson and Neysmith 1997;Barrett and Lynch 1999;Chappell 1993;Fast and Keating 2000;Glazer 1990;McGary and Arthur 2001). ...
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This paper draws on two recent research studies to consider negotiations and relationships between parents and health staff as regards child health care and child rearing, to which each side contributes. The value of the concept of an intermediate domain, located between the public world of paid work and the private world of the family is explored to throw light on the character of these negotiations and relationships. The implications of gender for relationships between parent and health staff are considered.
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Home caregivers play an increasingly important role in providing health services for family members. Although many studies have been done to measure burden and related concepts, few studies have examined holistically the caregiving experiences. A grounded-theory design was used to better understand the caregiving experience from the perspective of caregivers. Seventeen families from a metropolitan intermountain western area comprised the sample. Recipients of care ranged in age from 14 months to 87 years. People with documented mental illness, dementia, or Alzheimer's disease were excluded from the sample. Interviews were conducted in participants' homes. Data were analyzed through constant comparative analysis. The central idea emerging from the data was caregiving as a solitary journey. Burden, responsibility, isolation, and commitment shaped the context of the journey.
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Patient satisfaction is an important issue for home health providers. This study tested the influence of organizational factors, particularly human resource management practices, on quality of care, as measured by patient satisfaction. Six hundred ninety-six patients of thirteen home health agencies were surveyed to test the influence of organizational factors on five dimensions of patient satisfaction. Organizational variables included size of the agency, staffing characteristics, educational preparation of RNs, continuing education, and compensation. We found that full-time staffing, the number of BSN-prepared RNs, and percent of budget allocated to benefits all predicted high patient satisfaction scores.
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Resource utilization in home health care has become an issue of concern due to rising costs and recent initiatives to develop prospective payment systems for home health care. A number of issues remain unresolved for the development of prospective reimbursement in this sector, including the types of variables to be included as payment variables and appropriate measures of resource use. This study supplements previous work on home health case-mix by analyzing the factors affecting one aspect of resource use for skilled nursing visits--visit length--and explores the usefulness of several specially collected variables which are not routinely available in administrative records. A data collection instrument was developed with a focus group of skilled nurses, identifying a range of variables hypothesized to affect visit length. Five categories of variables were studied using multiple regression analysis: provider-related; patient's socio-economic status; patient's clinical status; patient's support services; and visit-specific. The final regression model identifies 9 variables which significantly affect visit time. Five of the 9 are visit-specific variables, a significant finding since these are not routinely collected. Case-mix systems which include visit time as a measure of resource use will need to investigate visit-specific variables, as this study indicates they could have the largest influence on visit time. Two other types of resources used in home health care, supplies and security drivers, were also investigated in less detail.
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Access to Skilled Nursing and Home Health Aid services among elderly patients (N = 580) and their family caregivers post hospital discharge was examined using logistic regression. A majority of the sample (65%) were referred for Skilled Nursing services while only 28% were referred for Home Health Aid services. Caregiving situations in which the spouse was the primary caregiver were less than half as likely to be referred for either service when compared to non-spouses. As expected, ADL limitations were a significant predictor of referral for both services. Women patients with the same ADL limitation as men were only about a fourth as likely to be referred for Home Health Aid services as men. Findings are discussed in terms of access to care and the need for policy to consider more than patient limitations in the referral criteria.
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In Canada, disparate social policies--to do with health, family, income security, housing, and so forth--influence caregiving to elders. They are contradictory policies because of their different objectives, histories, and jurisdictions. The wider context of societal and socio-demographic changes highlight additional contradictions in the principles on which social policies regarding caregiving rest. Some of these contradictions are discussed in terms of policies, their consequences, whether intended or not, and what the future might hold for Canadian policies and programs with implications for caregiving to elders.
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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.
Negotiating boundaries of eldercare: The relationship between nurses and family caregivers
  • C Ward-Griffin