A new perspective on threatened autonomy in elderly persons: the disempowering process

Time, age, gender and cultural measurement invariance of the CASP-12, a measure of psychological quality of life in adulthood

PURPOSE

Whereas Quality of Life in older populations has long been conceptualized in regards to health or illness, the Control, Autonomy, Self-Realization and Pleasure scale (CASP-12) focuses on the positive facets of aging. Although the CASP is a widely used scale, its measurement invariance has seldom been examined. The present study aims to ascertain the measurement invariance of the CASP-12 over a period of 10 years and between age, culture and gender.

METHODS

Secondary data analyses were conducted on the longitudinal data collected in four waves between 2006 and 2016-2017 of the Survey of Health, Ageing and Retirement in Europe study (SHARE). The factorial validity of the CASP-12 was examined and its measurement invariance was tested with a sample of 3684 men and 4955 women aged 30-99 years, coming from 10 different European countries.

RESULTS

Results showed a strong theoretical and empirical dimensionality of the CASP-12, a well as invariance of time (10 years), age and culture. It was also found that the scale is gender invariant at the strict level. These results were replicated with two more waves of SHARE, measured six years apart.

CONCLUSION

This study replicates the CASP-12 dimensional structure, factorial structure and factor loadings. The scale has demonstrated to be a reliable and valid measurement of the positive aspects of quality of life to be used across time, age, gender and culture. The Autonomy dimension of the scale warrants further investigation.

A Principle-Based Approach to Visual Identification Systems for Hospitalized People with Dementia

A large proportion of hospital inpatients are affected by cognitive impairment, posing challenges in the provision of their care in busy, fast-paced acute wards. Signs and symbols, known as visual identifiers, are employed in many U.K. hospitals with the intention of helping healthcare professionals identify and respond to the needs of these patients. Although widely considered useful, these tools are used inconsistently, have not been subject to full evaluation, and attract criticism for acting as a shorthand for a routinized response. In order for visual identifiers to be used effectively in acute care settings, thorough consideration must be given to the ethical and legal issues that are engaged in this context, and their potential benefits and harms must be weighed and balanced. This paper proposes a set of legal and ethical principles that can be used to guide the implementation of visual identifiers. Together, these principles provide a framework applicable in the design and implementation phases to systematically identify relevant considerations arising from the use of these tools. We outline some tensions that arise between principles and conclude that selecting a preferred moral framework could help to guide decision-making, as does clarity around the purpose and objectives of the identifier.

Stakeholder involvement in care transition planning for older adults and the factors guiding their decision-making: a scoping review

OBJECTIVE

To synthesise the existing literature on care transition planning from the perspectives of older adults, caregivers and health professionals and to identify the factors that may influence these stakeholders' transition decision-making processes.

DESIGN

A scoping review guided by Arksey and O'Malley's six-step framework. A comprehensive search strategy was conducted on 7 January 2021 to identify articles in five databases (MEDLINE, Embase, CINAHL Plus, PsycINFO and AgeLine). Records were included when they described care transition planning in an institutional setting from the perspectives of the care triad (older adults, caregivers and health professionals). No date or study design restrictions were imposed.

SETTING

This review explored care transitions involving older adults from an institutional care setting to any other institutional or non-institutional care setting. Institutional care settings include communal facilities where individuals dwell for short or extended periods of time and have access to healthcare services.

PARTICIPANTS

Older adults (aged 65 or older), caregivers and health professionals.

RESULTS

39 records were included. Stakeholder involvement in transition planning varied across the studies. Transition decisions were largely made by health professionals, with limited or unclear involvement from older adults and caregivers. Seven factors appeared to guide transition planning across the stakeholder groups: (a) institutional priorities and requirements; (b) resources; (c) knowledge; (d) risk; (e) group structure and dynamic; (f) health and support needs; and (g) personality preferences and beliefs. Factors were described at microlevels, mesolevels and macrolevels.

CONCLUSIONS

This review explored stakeholder involvement in transition planning and identified seven factors that appear to influence transition decision-making. These factors may be useful in advancing the delivery of person and family-centred care by determining how individual-level, group-level and system-level values guide decision-making. Further research is needed to understand how various stakeholder groups balance these factors during transition planning in different health contexts.

Bullying in Old Age: A Qualitative Study on Older Adults' Perceptions About Being Bullied

Significant demographic changes and a growing aging population increasingly emphasize the importance of assessing phenomena of violence against older adults, who constitute a vulnerable population. Therefore, bullying in old age is a poorly studied phenomena, but of growing importance. This study aims to analyze the perspectives of bullying in old age, using qualitative research at a cross-national level. We interviewed 173 older participants aged 65-91 years. Participants were Portuguese and English and lived in the community. Participants were subjected to semi-structured interviews. All the interviews went through a process of content analysis. Sample recruitment occurred through initial telephone contact, followed by a request to participate. Outcomes of content analysis produced seven themes, all of them associated with bullying experiences such as compromised learning capacity, loss of sense of agency and decision-making, asexuality, less attractive appearance, less social skills, gender discrimination, and less financial resources. Portuguese older adults felt mostly bullied for their loss of sense of agency and decision-making, less attractive appearance, less social skills, and less financial resources, while English participants mostly felt bullied for their compromised learning capacity, gender discrimination, and asexuality. The themes identified as being the most prominent in bullying are valuable guidelines for social policies and interventions toward bullying among older adults. Considering the scarcity of studies on bullying in older adults, this study is relevant for understanding the experience of older adults in relation to being bullied and for implementing psychosocial intervention programs including bullying situations that affect community-dwelling older adults.

Care Perceptions among Residents of LTC Facilities Purporting to Offer Person-Centred Care

Cette étude a exploré d’une manière qualitative comment les résidents des maisons de soins de longue durée (SLD) pensent et s’adaptent aux soins qu’ils reçoivent. Nous avons interrogé et observé un groupe délibérément choisi parmi des personnes âgées dans sept etablissements qui prétendent fournir des soins centrés sur la personne. Les descriptions interprétatives de la part de 43 entrevues personnelles avec 23 participants correspondaient a une réponse à la question: Comment les habitants perçoivent-ils les soins rendus dans les établissements de SLD qui se présentent comme offrant des soins centrés sur la personne? Trois thèmes dominants sont ressortis: (1) l’environnement bienveillant; (2) la préservation de la dignité; et (3) le maintien de l’autonomie personnelle. Les participants étaient sensibles à la charge de travail du personnel infirmier, mais se sentaient éloignés du personnel. Les participants ont donné des exemples de mauvais soins et une manque d’empathie, des indignités humains et des violations de l’autonomie personnelle causées par les politiques institutionnelles qu’ils se sentaient inhibiter leur capacité à recevoir des soins selon leurs propres préférences. En général, ils ont contesté les allégations de soins centrés sur la personne, mais ils s’y sont adaptés pour faire face à un environnement qui menace leur dignité et leur autonomie.

A Critical Ethnography of the Process of Discharge Decision-Making for Elderly Patients

A critical ethnography of the process of discharge decision-making for elderly patients was conducted to examine the nature of the process over the total course of patients' hospital stays. The focus was on describing the timing and conditions of decision-making, the related activities of professionals, professionals' perceptions of the process, and the effects of the process on those involved and on the hospital organization. Data analysis demonstrated that the process is not intricately linked with patients' clinical progress, that often inaccurate assumptions about the importance of patient-related clinical and social factors and organizational parameters underlie decisions, and that professionals' perceptions of the process are shaped by organizational imperatives. In the current process, resources are used inefficiently and humanitarian and ethical consequences arise for participants. The analysis supports attempts to achieve greater congruence between the discharge decision process and the patient's clinical progress so that the fiscal and humanitarian goals of the hospital can be achieved.

Care Delivery Approaches and Seniors' Independence

Stimuler l'autonomie chez les gens de plus de 65 ans, dont plus de 80 pour cent éprouvent des troubles médicaux, constitue un défi de taille pour le personnel des politiques, les planificateurs de programme et les prestateurs de services, qui doivent prendre en considération les aspects physiques, sociaux et psychologiques de l'autonomie. Cet article présente une analyse bibliographique systématique et une synthèse rigoureuse de 65 rapports de recherche détaillés sélectionnés à partir de 238 études publicées sur les approches de soins favorisant la promotion de l'autonomie des personnes àgées. Cet article témoigne en faveur des programmes d'exercices et de promotion de la santé pour toutes les personnes âgées, ainsi que de la gestion à domicile des soins de santé et des programmes de prévention des chutes pour les aîné(e)s frêles. De plus, les conclusions soulignent l'importance d'accorder plus d'attention aux politiques sur les appareils accessoires fonctionnels et le besoin d'avoir plus de recherches sur l'efficacité des programmes de santé publique, sur les stratégies de promotion de soins médicaux préventifs et sur les facteurs psychosociaux qui influent sur l'auto-efficacité des personnes âgées.

The Key to Me: Seniors' Perceptions of Relationship-Building with In-Home Service Providers

Les données démographiques changeantes et les compressions imposées aux hôpitaux ont exercé de plus en plus de pressions sur le secteur des soins à domicile. Bon nombre des personnes recevant des soins à domicile sont des aînés dont l'état chronique exige une méthode concertée. Les orientations paternalistes des deux fournisseurs envers les clients âgés et la passivité des aînés lors des interactions fournisseur-client pourraient nuire à l'établissement de relations productives. Bien que ces orientations aient été documentées, la façon dont les aînés perçoivent l'établissement de bonnes relations à domicile a reçu peu d'attention. Le but de la présente étude était d'évaluer la façon dont les aînés voient l'établissement des relations avec les fournisseurs de soins à domicile, en mettant l'accent sur les facilitateurs de cette expérience et les obstacles afférents. En ayant recours à la phénoménologie interprétative, nous avons effectué des entrevues approfondies auprès d'un échantillon ciblé de clients âgés, et utilisé une stratégie d'analyse par immersion et cristallisation pour obtenir des résultats. Les résultats ont révélé que les aînés percevaient l'établissement de relations comme un processus dynamique qui englobait les facilitateurs et les obstacles au niveau tant individuel que contextuel. Les résultats interprétatifs donnent une meilleure idée de la façon de procéder pour établir des liens fournisseur-client dans le contexte des personnes à domicile.

Patients, persons or partners? Involving those with chronic disease in their care

Self-care management is essential for effective chronic disease management. Yet prevailing approaches of healthcare practitioners often undermine the efforts of those who require on-going medical attention for chronic conditions, emphasizing their status as patients, failing to consider their larger life experience as people, and most importantly, failing to consider them as people with the potential to be partners in their care. This article explores two approaches for professional-patient interaction in chronic disease management, namely, patient-centred care and empowering partnering, illuminating how professionals might better interact with chronically ill individuals who seek their care. The opportunities, challenges, theory and research evidence associated with each approach are explored. The advantages of moving beyond patient-centred care to the empowering partnering approach are elaborated. For people with chronic disease, having the opportunity to engage in the social construction of their own health as a resource for everyday living, the opportunity to experience interdependence rather than dependence/independence throughout on-going healthcare, and the opportunity to optimize their potential for self-care management of chronic disease are important justifications for being involved in an empowering partnering approach to their chronic disease management.

Building empowering partnerships for interprofessional care

While partnership approaches have the potential to achieve cost-effective quality health care, several attributes of the current context make partnerships difficult to achieve. This paper provides an analysis of the socio-cultural, structural and human challenges to building partnerships at both personal and organizational levels, together with an empowering interdisciplinary approach for overcoming these barriers. Premised on empirical evidence, 'flexible client-driven care', currently being tested in the home care sector in Canada, encompasses structures and processes that promote relationship-building and conscientious critical application of individual and collective potential for achieving health care. Strategies for implementing empowering partnership-building at both personal and organizational levels are elaborated, together with the challenges encountered. The practical issues addressed afford insights and ideas for others who may be attempting to achieve similar partnership aims.

Evolving the theory and praxis of knowledge translation through social interaction: a social phenomenological study

Background

As an inherently human process fraught with subjectivity, dynamic interaction, and change, social interaction knowledge translation (KT) invites implementation scientists to explore what might be learned from adopting the academic tradition of social constructivism and an interpretive research approach. This paper presents phenomenological investigation of the second cycle of a participatory action KT intervention in the home care sector to answer the question: What is the nature of the process of implementing KT through social interaction?

Methods

Social phenomenology was selected to capture how the social processes of the KT intervention were experienced, with the aim of representing these as typical socially-constituted patterns. Participants (n = 203), including service providers, case managers, administrators, and researchers organized into nine geographically-determined multi-disciplinary action groups, purposefully selected and audiotaped three meetings per group to capture their enactment of the KT process at early, middle, and end-of-cycle timeframes. Data, comprised of 36 hours of transcribed audiotapes augmented by researchers' field notes, were analyzed using social phenomenology strategies and authenticated through member checking and peer review.

Results

Four patterns of social interaction representing organization, team, and individual interests were identified: overcoming barriers and optimizing facilitators; integrating 'science push' and 'demand pull' approaches within the social interaction process; synthesizing the research evidence with tacit professional craft and experiential knowledge; and integrating knowledge creation, transfer, and uptake throughout everyday work. Achieved through relational transformative leadership constituted simultaneously by both structure and agency, in keeping with social phenomenology analysis approaches, these four patterns are represented holistically in a typical construction, specifically, a participatory action KT (PAKT) model.

Conclusion

Study findings suggest the relevance of principles and foci from the field of process evaluation related to intervention implementation, further illuminating KT as a structuration process facilitated by evolving transformative leadership in an active and integrated context. The model provides guidance for proactively constructing a 'fit' between content, context, and facilitation in the translation of evidence informing professional craft knowledge.

Conceptualizing autonomy in the context of chronic physical illness: relating philosophical theories to social scientific perspectives

The aim of this article is to conceptualize autonomy in the context of chronic physical illness. To this end, we compare and contrast a selection of contemporary philosophical theories of autonomy with social scientific perspectives on chronic illness, particularly models of disability and symbolic interactionism. The philosophical theories mainly depart from a positive conceptualization of autonomy, which involves actively shaping one's life and identifying with fundamental values. This conceptualization is preferred over a negative conceptualization, which defines autonomy as non-interference, for its compatibility with social models of disability and with the assumption that people are interdependent. Interference may disable, but also enable people with a chronic illness to shape their lives. What matters is that people can realize what they want to realize. We suggest that, in the context of chronic physical illness, autonomy might be conceptualized as correspondence between what people want their lives to be like and what their lives are actually like. Disturbed autonomy might be restored either by expanding opportunities to arrange life or by adjusting how one wants life to be arranged. The grounds for the latter approach might be questioned, first, if people have not adjusted what they want carefully, and second, if reorganization of the material and social environment would have made it unnecessary to adjust one's arrangement of life.

Patient autonomy in nurse-led shared care: a review of theoretical and empirical literature

AIM

This paper presents a review of the theoretical and empirical literature addressing patient autonomy and how nurses can support patient autonomy.

BACKGROUND

Nurse-led, shared care settings provide needs-based care to patients who are encouraged to participate actively in their care. Patient autonomy is a complex ethical concept with many different meanings. As a result, nurses must solve various problems to foster patient autonomy successfully.

METHOD

Two methods were used to identify literature for the review: (a) a search of the MEDLINE, Embase, CINAHL and Online Contents databases and the keywords 'patient autonomy' in combination with 'nursing', and the Dutch Central Catalogue for material published from 1966 to 2005; (b) ethical and nursing literature was selected on the basis of its identification of positive and negative freedom. We reviewed qualitative empirical research to explore the patients' views of autonomy.

FINDINGS

Negative freedom emphasizes freedom of action and freedom from interference by others. Positive freedom stresses the idea that people should direct their lives according to their personal convictions and individual reasons and goals. The most prominent theories fitting negative freedom are those defining autonomy as self-governance and self-care. Theories fitting positive freedom are those focusing on autonomy in caring, autonomy as identification, autonomy as communication and autonomy as goal achievement. In the empirical literature, two studies centred on patient autonomy in home care, one in nursing home care and three in hospital settings. To achieve autonomy, patients prefer a mixed approach that combines features of negative and positive freedom.

CONCLUSION

Nurses cannot rely exclusively on one model of autonomy to foster patient autonomy. Rather, it requires in-depth knowledge of, and interaction with, patients in the context of each particular nursing encounter because people express their autonomy through particular courses of action.

How do people with COPD or diabetes type 2 experience autonomy? An exploratory study

PURPOSE

To develop an empirically grounded conceptualization of personal autonomy in the context of chronic physical illness and to investigate the impact of two chronic illnesses on autonomy.

METHOD

Grounded theory study consisting of 13 in-depth interviews with older adults with Chronic Obstructive Pulmonary Disease (COPD) or diabetes mellitus type 2 (diabetes).

RESULTS

The results indicate that autonomy involves taking account of current circumstances as the frame of reference in which people can arrange their lives. Chronic illness disturbed autonomy by limiting opportunities and by prompting a reappraisal of the value that people placed on different activities or aspects of life. The participants responded to this disturbance differently, in ways that did not always restore autonomy. Limited opportunities occurred more often with COPD, while reappraisal occurred more often with diabetes.

CONCLUSIONS

Personal autonomy in the context of chronic physical illness might be conceptualized as correspondence between the way people's lives are actually arranged and the way people want their lives to be arranged, considering the circumstances. Health professionals could stimulate their clients to prevent and overcome impasses in the realisation of autonomy, while broad self-management interventions might improve people's skills for coping with the impact of chronic illness on autonomy.

Continuing education at the cutting edge: promoting transformative knowledge translation

As the evidence-based practice movement gains momentum, continuing education practitioners increasingly confront the challenge of developing and conducting opportunities for achieving research uptake. Recent thinking invites new approaches to continuing education for health professionals, with due consideration of what knowledge merits uptake by practitioners, who should play what role in the knowledge transfer process, and what educational approach should be used. This article presents an innovative theory-based strategy that encompasses this new perspective. Through a facilitated experience of perspective transformation, clinicians are engaged in an on-the-job process of developing a deeply felt interest in research findings relevant to everyday practice, as well as ownership of that knowledge and its application. The strategy becomes a sustainable, integrated part of clinical practice, fitting naturally within its dynamic, unique environment, context, and climate and overcoming the barrier of time. Clinician experience of a top-down push toward prescribed practice change is avoided. With an expanded role encompassing facilitation of active learning partnerships for practice change, the continuing educator fosters a learning organization culture across the institution. The resultant role changes and leadership and accountability issues are elaborated.

About the Culture of In-Home Nursing

As nurses assume a multitude of roles in health care, public and professional perspectives of nursing vary and, consequently, both clients and providers, including nurses themselves, do not fully appreciate the nature of in-home nursing. In this study ethnographic methods were used to capture participants' perspectives of the actions, practices, values, and beliefs that collectively comprise the culture of nursing in the context of home nursing services in rural Australia. Findings reveal how nurses' and clients' experiences of in-home nursing differ from the textbook picture, and how interactions between nurses' practice approaches and care recipients' enactment of the client role create a cultural context affecting clients' health and well-being. Given similar findings in other countries, the insights gained merit consideration by all professionals concerned about refining home care service approaches in keeping with currently espoused valuing of client-centered, empowering care partnerships.

Correlates of perceived autonomy among elders in a senior citizen home: A cross-sectional survey

BACKGROUND

Researchers have pointed out several factors that correlated with or influenced autonomy in older people. However, these studies covered only a range of socio-demographic or physical factors, while factors from psychosociological and spiritual domains remain ignored. Also, there is lack of quantitative research and publications in this area.

OBJECTIVES

To explore factors related to autonomy among elders in a senior citizen home.

DESIGN

A cross-sectional design utilizing a correlational approach was adopted.

PARTICIPANTS

A stratified random sample of 121 subjects older than 64 years was recruited at a senior citizen home.

METHODS

Questionnaires and interviews were used to collect data. The structured questionnaire consisted of five parts, each gauging socio-demographic information, life attitudes, frequency and satisfaction of social support, and autonomy. Descriptive and stepwise multiple linear regression analysis were used to analyze the data.

FINDINGS

Subjects had a high autonomy score (mean = 3.63), with the greatest score in independence (mean = 4.39), followed by individuality (mean = 3.74) and freedom (mean = 3.22). Multiple regression analysis showed that satisfaction of social support (beta = .57), functional ability (beta = .25), life attitudes (beta = .20), and level of education (beta = .14) significantly affected autonomy in these elderly subjects and explained 64.2% of the total variance of autonomy in this population.

CONCLUSIONS

Findings from this study indicate that perceived autonomy is influenced by social support, functional ability, life attitude, and literacy among institutionalized elders.

Client-centred empowering partnering in nursing

AIM

This paper explores nurses' experiences 1 year after an organization's commitment to providing a client-centred and client-empowering partnering approach to care.

BACKGROUND

Historically, nurses' approach to providing care in all nursing contexts has been one of doing for clients, and previous studies have focused more on in-hospital care than on home care. However, the isolation inherent in in-home nursing and nurses' limited professional autonomy and power associated with physician control over patients in home care have been reported, as has their difficulty in finding the meaning and satisfaction of human connectedness and mutuality in nurse-client relationships. Overall, research to date does not inform us about how nurses might make a change toward a more client-centred and client-empowering approach to nursing.

METHODS

An interpretive phenomenological design was used to elicit in-depth understanding about Registered Nurses' experiences of providing care using this innovative empowerment model. A purposefully selected sample of eight Registered Nurses participated in in-depth interviews. Data were generated during 2002. Hermeneutic analysis was used to elicit themes and patterns emerging from the data.

FINDINGS

Caring, client-centredness and the context of in-home care were important in implementing the new partnering approach. Barriers encountered at system, organizational and personal levels distracted nurses from fully comprehending and enacting the approach. After a year, they had begun to contemplate potential strategies for partnering with clients, but had not yet explored the power of their professional autonomy.

CONCLUSION

Nurses are inclined to practise within the expert model of service delivery. They need to work through issues of professional autonomy and rise to the challenge of exercising their autonomy within the current healthcare context if they are to attend more consistently to client-centred empowering partnering. The home care setting offers an excellent environment for achieving these aims.

Flexible client-driven in-home case management: an option to consider

Changes in health services and care needs have created high demand for case management of in-home services. To address this challenge, several models of case management have been used. Evaluations to date suggest that clients need different approaches for different circumstances at different times to optimize cost-effectiveness. Accordingly, one Canadian home care program adopted flexible client-driven case management engaging clients as partners in flexibly selecting either an integrated team, consumer-managed or brokerage model of case management in keeping with their preferences and abilities. Using an exploratory, multimeasure quasi-experimental design, a generic model of program evaluation, and both quantitative and qualitative methods, researchers identified challenges in implementing this intervention, policy impediments the clients characteristically in each of the three case management models, and client, provider, and caregiver outcomes of flexible, client-driven care. While further longitudinal investigation is needed findings suggest several important considerations for those interested in this option for care management. Alternative case management models do attract different client groups, and having a choice does not alter care costs or outcomes. Flexible client-driven case management may be experienced positively by case managers and other providers.

Older stroke patients' negotiations within the hierarchic medical context

A stroke can affect a person's whole being and make him or her feel helpless and insecure. In this study, the authors aimed to analyze from a gender perspective how elderly women and men responded to treatment and care after stroke in the acute care setting. They used a strategic selection procedure in this qualitative follow-up interview study, in which 7 women and 5 men aged 75 to 83 participated. Personal interviews were performed, tape-recorded, transcribed verbatim, and analyzed in accordance with grounded theory. In the hierarchic medical context, the participants used four kinds of negotiations. These negotiations were either resistant (striving for autonomy and criticizing the care) or adjustive (following the rules and building alliances) to the hierarchic structure. The authors discuss how the concepts of power from above versus power from below can be applied in the hierarchic medical context.

On loss of activity and independence, adaptation improves life satisfaction in old age – a qualitative study of patients’ perceptions

The purpose was to improve the understanding of factors are perceived by elderly people as important for their life satisfaction, during and after rehabilitation. Fifteen persons aged 80-94 years were interviewed while in hospital and on two follow-up occasions after discharge. Assessment of motor function using the General Motor Function assessment scale was used for descriptive purposes. Three themes emerged as important for life satisfaction: activity, independence and adaptation. Activity and independence were considered significant for life satisfaction. Basic activity preferences were related to care of one's own body and to social contacts. Control and influence over help and services were regarded as important. Different strategies for adaptation to the consequences of disease were used: reorganisation, interaction with caregivers, mental adaptation and mental activities (used as pastime and escape). Those with declined motor functions limited their activity preferences. A key finding was that pleasant past memories were actively recalled in an effort to achieve current life satisfaction. This adaptation strategy created a sense of life satisfaction, however with a potential risk for concealing dissatisfaction with conditions that might otherwise be correctable. Strategies for improving life satisfaction among old people in rehabilitation are suggested.

Perceived Enactment of Autonomy and Related Sociodemographic Factors Among Non-Institutionalized Elders

The purpose of this study was to assess empirical data on the perceived enactment of autonomy (PEA), Chinese version, and to explore factors related to PEA among non-institutionalized elderly. A purposive sample of 165 subjects older than 65 years was recruited in Kaohsiung in southern Taiwan. Five subjects failed to answer their questionnaires completely; the total effective sample was thus 160. Questionnaires and interviews were used to collect data. The structured questionnaire consisted of two parts, assessing sociodemographic information and the PEA scale, Chinese version. Subjects had a high PEA score (mean, 3.38), with the greatest score in individuality (mean, 3.54), followed by self-direction (mean, 3.49) and freedom (mean, 3.16). Multiple regression analysis showed that the need for assistance in activities of daily living (beta = -0.62), overall health status (beta = 0.20), marital status (beta = 0.14), and age (beta = -0.13) significantly affected PEA in these elderly subjects and explained 61.9% of the total variance of PEA in this population. Based on these results, we provide substantive suggestions to practitioners and researchers. Possible future studies could expand the sample size using a random sampling method or examine factors related to PEA in order to learn more about PEA and apply it to clinical practice.

Autonomy, privacy and informed consent 3: elderly care perspective

Despite the growing interest in clinical healthcare ethics, there is a dearth of empirical studies investigating the ethical elements of day-to-day clinical practice from the perspective of either patients or staff. This article, the third in a four-part series, reports the results of a Scottish Study that formed part of a multi-site comparative study funded by the European Commission. It explores patient autonomy, privacy and informed consent in the care of elderly people in long-stay care facilities (i.e. nursing homes and continuing care units). A convenience sample of 101 elderly residents and their nurses (n = 160) participated in the study. Data were collected by means of a self-completion questionnaire for staff and a structured interview schedule for elderly residents. Results indicate marked differences between staff's and residents' responses on three of the four dimensions explored: information-giving, and opportunity to participate in decision-making about care and consent. There was much closer agreement between staff's and residents' responses regarding protection of patient privacy. From the results of this study there is indication of a clear need for further empirical studies exploring issues of patient autonomy, privacy and informed consent in the day-to-day nursing care of older people. Findings to date suggest there is still a significant need to educate staff concerning ethical awareness and sensitivity to the dignity and rights of patients.

Patient empowerment after total hip and knee replacement

PURPOSE

This research was designed to gain an enhanced understanding of empowerment within in-home care relationships after hospital discharge of elderly patients who had undergone total hip or total knee replacement.

METHOD

An interpretive phenomenology method was used.

SAMPLE

Nine participants were interviewed on audiotape, guided by a semistructured interview guide. Five themes emerged centering on a strong desire to maintain independence. Overall, participants experienced disempowered relationships with professional in-home care providers and a more equitable empowered relationship with nonprofessional care providers.

CONCLUSION

Disempowered relationships with professional personnel were not identified as a dissatisfier to most participants. Rather, patients expressed deference to the traditional expert model of healthcare. Further investigation is needed to understand the effect of empowerment on client satisfaction and clinical outcomes.

Perceptions of autonomy in the care of elderly people in five European countries

The focus of this article is perceptions of elderly patients and nurses regarding patients' autonomy in nursing practice. Autonomy is empirically defined as having two components: information received/given as a prerequisite and decision making as the action. The results indicated differences between staff and patient perceptions of patient autonomy for both components in all five countries in which this survey was conducted. There were also differences between countries in the perceptions of patients and nurses regarding the frequency with which patients received information from nursing staff or were offered opportunities to make decisions. This is the second of a set of five articles published together in this issue of Nursing Ethics in which the results of this comparative research project are presented.

The experience of empowerment in in-home services delivery

In-home health services strive for client-centredness, involvement, and ultimately, empowerment, but economic constraint may undermine these aims. The purpose of this study was to explore the everyday experience of in-home care, with particular attention to the enactment of empowerment in the care partnership. In-depth interviews with a maximally varied sample of clients, informal caregivers, and providers uncovered relationships largely reflecting the traditional expert model of care. Findings afford insights into the unrecognized and undervalued personal knowledge of clients, caregivers, and in-home service providers, the professional and structural hegemony and consequent disempowered group behaviour of those who share the experience of care, and the hesitance of clients to engage as equitable partners in care. Strategies to achieve empowerment approaches to in-home health services are identified.

Relationships among perceived enactment of autonomy, self-care, and holistic health in community-dwelling older adults

The purpose of this article is to report findings from two studies of community-dwelling older adults. The focus of both studies was on delineating relationships among perceived enactment of autonomy (PEA) and selected self-care and health variables from the perspective of Modeling and Role-Modeling nursing theory. Results indicated that PEA, representing the potential for self-care action, was positively correlated to perceived control and morale in Study 1 and to life satisfaction in Study 2. Significant differences in PEA scores were found based on the health indicators of participation in social activities and reliance on others for shopping in Study 2. In addition, Study 1 found that morale, gender, age, perceived control, and education accounted for 39% of the variance in PEA. Implications are discussed for designing theory-based holistic nursing interventions to support PEA in older adults and to direct future research.

National Service Framework for Older People: promoting health

In March 2001, the National Service Framework (NSF) for Older People set out standards for the care and treatment of the over 60s in England. In Wales, a strategy for older people is expected in 2002. The eight standards of the NSF for Older People include strategies to reduce falls, strokes and poor mental health among older people as well as improving general and intermediate care. The final standard "Promoting health and active life in older age" is an overarching theme. As well as strategies to promote health in older people, the NSF requires service providers to develop long-term strategies to promote health throughout life in order to prevent chronic illness. This should include the prevention and treatment of osteoporosis. In promoting positive role models, the NSF for Older People is reflecting social trends in tackling ambivalence about ageing. Key themes of the standard include empowerment and improving quality of life for older people. Patient-centred care and the appointment of older people's champions are possible routes towards this aim. Although there is evidence of some patient-focused models of health promotion, a review of the literature suggests that these are limited.

From nurse-centered health counseling to empowermental health counseling

The main goals of this study were to examine aspects of the delivery and reception of advice and questions in interaction between nurses and patients and to describe linguistic features that constructed nurse-centered and empowermental health counseling. The research data, 38 health counseling sessions, were videotaped, transcribed verbatim, and analyzed by using an adaptation of conversational analysis. During nurse-centered discussions, the nurses' advice did not correspond to the patients' need for information. These counseling sessions began with check-up questions about the patients' condition and continued with factual questions about their illnesses and health care measures. During empowering health counseling, the nurses made use of the patients' knowledge of their circumstances and supported the patients' ability to reflect on their health behavior. Questioning and advising strategies were found to be crucial for building up empowermental conversation and enhancing the impact of health counseling.

Promoting autonomy and independence for older people within nursing practice: an observational study

Although autonomy and independence are widely held to be important goals of care for older people, these terms lack precise definition and operationalization in the literature. This paper reports on observational data gathered as part of an evaluation of educational programmes in the nursing care of older people. Strategies which appear both to promote and inhibit autonomy and independence of older patients in a range of care settings are described. Recommendations are made for further research to explore the extent to which autonomy and independence are appropriate goals of care for older people with cognitive impairment.

Patient assertiveness and physician decision-making among older breast cancer patients

The objective of this study was to determine whether assertive patient behavior influences physician decision-making in the treatment of older breast cancer patients. One hundred and twenty-eight physicians saw videotapes depicting women seeking care for breast cancer and then recommended evaluation and treatment plans. Identical scripts were used, but the age, race, socioeconomic status, mobility, general health, and assertive behavior of the patients were experimentally varied along with the physician's specialty and length of practice. No direct effects of assertive patient behavior were seen. However, black, comorbid, and lower SES women were more likely to have full staging of their tumors ordered when they made an assertive request. Treatment recommendations also showed an interaction of assertiveness with patient's age and social class as well as physicians' specialty. The results indicate that a moderately assertive patient request may change provider behavior, although the effects of assertiveness vary most by what type of patient demonstrates this behavior. In particular, assertiveness led to more careful diagnostic testing for patients who came from groups that are "disadvantaged."

Goal-setting in clinical medicine

The process of setting goals for medical care in the context of chronic disease has received little attention in the medical literature, despite the importance of goal-setting in the achievement of desired outcomes. Using qualitative research methods, this paper develops a theory of goal-setting in the care of patients with dementia. The theory posits several propositions. First, goals are generated from embedded values but are distinct from values. Goals vary based on specific circumstances and alternatives whereas values are person-specific and relatively stable in the face of changing circumstances. Second, goals are hierarchical in nature, with complex mappings between general and specific goals. Third, there are a number of factors that modify the goal-setting process, by affecting the generation of goals from values or the translation of general goals to specific goals. Modifying factors related to individuals include their degree of risk-taking, perceived self-efficacy, and acceptance of the disease. Disease factors that modify the goal-setting process include the urgency and irreversibility of the medical condition. Pertinent characteristics of the patient-family-clinician interaction include the level of participation, control, and trust among patients, family members, and clinicians. The research suggests that the goal-setting process in clinical medicine is complex, and the potential for disagreements regarding goals substantial. The nature of the goal-setting process suggests that explicit discussion of goals for care may be necessary to promote effective patient-family-clinician communication and adequate care planning.

Care for the chronically ill: the future role of health care professionals and their patients

In future decades the number of chronically ill will increase drastically. A function-orientated approach, substitution and transmural care would seem to be the key objectives for the necessary improvement in care. There will be significant changes in the task division of care provided by specialists, general practitioners and paramedics. At the same time, patients will be able to increase their own potential for self-care. Who will play which role in future will have to be considered against the background of the various phases in the course of a chronic disease. In the initial stages, in particular, there will be ample opportunity to involve patients more in their own care. This will have a positive influence on learning to live with a chronic disease, dependence on medical help and the course of the disease itself. Transdisciplinary collaboration, that means interactive collaboration with the necessary mutual knowledge and understanding of the working methods, should form the basis of the care in all phases of a chronic disease. Different carers are involved in each phase of care for the chronically ill, but since the general practitioner is involved in all phases, it is obvious that the necessary organization of collaboration between the various carers (including the patient) should be coordinated by the general practitioner.

Promoting autonomy and independence for older people within nursing practice: a literature review

The principles of promoting autonomy and independence underpin many approaches to improving the quality of nursing care for older people in whatever setting, and are in line with wider developments in health care such as the Patient's Charter. However, these concepts require careful definition if nursing practices which might promote autonomy and independence are to be identified. Although the generalizability of the research-based literature in this field is limited by a focus upon older people in continuing-care settings, a review of the literature found a number of indicators associated with attempts to promote patient autonomy and independence. These were grouped into the following categories: systems of care delivery which promote comprehensive individualized assessment and multidisciplinary care planning; attempts to encourage patients/clients to participate in decisions about their care; patterns of communication which avoid exerting power and control over patients/clients and attempts to modify the environment to promote independence and minimize risk. It is suggested that the review identifies a number of principles for nursing practice which can be applied in a range of care settings in order to promote the autonomy and independence of older people.

Client empowerment: a nursing challenge

Client empowerment is an emerging, fashionable concept in healthcare today. There is, however, a lack of a clear conceptual definition because of the competing paradigms used to explain it. This article uses published literature and personal observation to explore how the clinical nurse specialist (CNS) can use both the psychological/micromodel and the political/macromodel in clinical practice. There also is opportunity for the CNS to conduct research regarding client empowerment as an effective nursing intervention. For client empowerment to occur, the CNS must lead the way into a radical redistribution of power between the client and the nurse.

Psychological status among elderly people with chronic diseases: does type of disease play a part?

Psychological status, including depressive symptoms, anxiety, and mastery, was measured in a community-based sample of 3,076 persons aged 55 to 85 with various chronic diseases. Strong, linear associations were found between the number of chronic diseases and depressive symptoms and anxiety, indicating that psychological distress among elderly people is more apparent in the presence of (more) diseases. Furthermore, in contrast to general assumptions that mastery is a relatively stable state, our results indicate that mastery is affected by having chronic diseases. The 8 groups of chronically ill patients (with cardiac disease, peripheral atherosclerosis, stroke, diabetes, lung disease, osteoarthritis, rheumatoid arthritis, or cancer) did differ in their associations with psychological distress. Psychological distress is most frequently experienced by patients with osteoarthritis, rheumatoid arthritis, and stroke, whereas diabetic and cardiac patients appear to be the least psychologically distressed. Differences in disease characteristics, such as functional incapacitation and illness controllability, may partly explain these observed psychological differences across diseases.