Active carers: living with chronic obstructive pulmonary disease
Spence, A., Hasson, F., Waldron, M., Kernohan, G., McLaughlin, D., Cochrane, B., & Watson, B. (2008). Active
carers: living with chronic obstructive pulmonary disease. International Journal of Palliative Nursing, 14(8), 368372. http://www.internurse.com/cgi-bin/go.pl/library/article.cgi?uid=30771;article=IJPN_14_8%20_368_372
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Active carers: Living with chronic obstructive pulmonary disease
Article in International journal of palliative nursing · September 2008
DOI: 10.12968/ijpn.2008.14.8.30771 · Source: PubMed
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Research
Active carers:
living with chronic obstructive
pulmonary disease
Allison Spence, Felicity Hasson, Mary Waldron, George Kernohan, Dorry McLaughlin,
Barbara Cochrane, Barbara Watson
Abstract
It has long been recognised that the majority of care provided in
chronic illness comes not from health and social care professionals, but
from family and friends. One such illness is chronic obstructive
pulmonary disease (COPD), a leading cause of morbidity and mortality
in the developed world. To explore the specific care needs of informal
caregivers of patients with advanced COPD, interviews were
conducted with seven active family caregivers. Interviews were taped,
transcribed and content analysed to obtain the caregivers’ needs.
Results confirm that family caregivers provide direct care with little
support and assistance. Participants reported restricted activities of
daily living and some emotional distress. There were knowledge
deficiencies among caregivers relating to the COPD illness trajectory
and little awareness of the potential of palliative care. Family caregivers
need social and professional support while caring for a patient at
home. This would help to ensure that their physical and emotional
health does not suffer. There is a need to devise interventions to
ensure family caregivers are supported.
Allison Spence is RN
Hospice Community
Nurse, Northern Ireland
Hospice Care, Belfast;
Felicity Hasson is Senior
Lecturer, Institute of
Nursing Research,
University of Ulster;
Mary Waldron is
Research Associate,
University of Ulster;
George Kernohan is
Professor of Health
Research, University of
Ulster;
Dorry McLaughlin is
Lecturer in Palliative
Care, Northern Ireland
Hospice Care, Belfast;
Barbara Cochrane is
Director, Northern
Ireland Hospice Care,
Belfast;
Barbara Watson is
Clinical Services
Manager, Northern
Ireland Hospice Care,
Belfast, UK
Correspondence to:
Felicity Hasson
Email: f.hasson@ulster.
ac.uk
368
C
hronic obstructive pulmonary disease
(COPD) is an umbrella term for chronic
bronchitis, emphysema and other chronic
lung conditions, and is ranked fourth as the leading cause of morbidity and mortality worldwide
(Mannino, 2002). In the UK there are around
900 000 diagnosed cases of COPD (National
Collaborating Centre for Chronic Conditions,
2004). Changes in the delivery of care for patients
with chronic diseases, for example, the trend
towards community-based care combined with
advances in medical technology, have resulted in
the majority of care being delivered in the home
by family caregivers.
Family caregivers are recognised as an important component of palliative care (Thielemann,
2000; Proot et al, 2003). Most take on the supportive caregiving role with little or no training,
yet are involved in an array of complex and challenging tasks, such as medication administration
and symptom assessment, as well as assisting with
activities of daily living (Aranda and HaymanWhite, 2001; Thomas et al, 2002). Consequently,
research has revealed a significant physical and
psychological burden associated with this role
(Department of Health, 1995; Chan and Chang,
1999; Elkington et al, 2005; Eriksson and
Svedlund, 2006; Barnes et al, 2006; Seamark et al,
2007). It is of little surprise, therefore, that family
caregivers are increasingly recognised as being in
need of care themselves (Harding and Higginson,
2001; Morris and Thomas, 2001).
The majority of research has tended to focus on
the activities caregivers undertake, describing the
burden and costs experienced (Zapart et al, 2007).
Less attention has been given towards exploring
the views of those caring informally for people
with advanced COPD in the home. For example,
in their study of 26 wives of patients with COPD,
Ross and Graydon (1997) reported restricted
social life and the need for support. Later, Bergs
(2002) explored the experience of six women caring for their husbands with COPD in Iceland,
using in-depth personal interviews. They reported
feelings of isolation, loss of freedom, emotional
and mental stress and marital problems.
Uncertainty about the trajectory of the illness, the
dying process and prospective bereavement was
also a source of stress for the carer. They recognised the positive sides of care giving while recommending the need for increased social support.
More recently, in Finland, Kanervisto et al (2007)
explored family dynamics in patients with severe
COPD (35 patients and 30 family members) and
found that poor self-identity and isolation were
common characteristics which impacted on the
ability of families to manage in everyday life.
It should be noted that the terminology used to
refer to the caregiver role is ambiguous (Barnes et al,
2006). For example, Houts et al (1996) adopted the
term ‘family caregiver’ to refer to people who are
not health professionals and who are not paid for
their caregiving services. More recently in the UK,
the Department of Health (2006) have employed the
term ‘carer’ to differentiate the family role from the
formal care provided by health and social care professionals. In this article, the term ‘family caregiver’
will be used to describe the informal care provided
for COPD patients.
International Journal of Palliative Nursing 2008, Vol 14, No 8
Research
Informal family caregivers of patients with
advanced COPD provide an important perspective
on understanding palliative care service requirements as they, too, are recipients of care. This article reports on a study of family caregivers of
patients with advanced COPD at home.
Methods
A descriptive, qualitative method design, with
semi-structured interviews, was used to explore
the needs and experience of family members caring for a person with advanced COPD in the
home. Good practice was adopted in obtaining
informed consent and respecting participants’ privacy and autonomy. Ethical approval was obtained
from the Office for Research Ethics Committees in
Northern Ireland. Local research governance procedures involved review and approval of the full
research proposal before data collection.
Sample
Family caregivers were recruited by the respiratory
nurse specialist (RNS). Purposive sampling was
used in this study as the family caregiver was identified by the RNS as the primary family carer from
medical records. Inclusion criteria for family caregivers required the patients to be agreeable to
their prime carer’s participation; the giving of
informed consent; to be able to speak and read
English; and to be over the age of 18 years. To
ensure confidentiality, the RNS disseminated a letter of invitation, participant information pack and
consent form to family caregivers which explained
the research. Once the consent form was returned,
interviews were arranged and undertaken at a time
and place convenient to each participant. All consented to their GP being contacted if the researcher
felt that a significant issue was raised during the
interview. Any carer was excluded if the patients
did not agree to their participation, if they were
unable to give informed consent, or had communication difficulties. In total, 11 carers were invited
to participate in the study, of these seven agreed to
take part.
Participants completed a demographic questionnaire giving their age, gender and experience as
carers. An interview guide, based on relevant literature, was used to explore each patient’s illness
and symptom history, and each caregiver’s experience of caregiving, informational, educational,
psychosocial and spiritual support needs. The
demographic questionnaire was subject to interrater reliability with two researchers employed to
verify the findings. A semi-structured interview
schedule was reviewed by experts within the field
of COPD and palliative care and by carers and
patient representatives to establish clarity of
International Journal of Palliative Nursing 2008, Vol 14, No 8
language, acceptability and relevance of the questions. Interviews were conducted by a hospice
nurse and generally lasted no more than one hour.
With permission, individual interviews were audio
taped and supplemented by field notes. All interviews were undertaken within the carer’s own
home. Participants were assured that they could
stop the interview at any time and were given written details of available support services. Several
participants did become upset during the interview, but asked to carry on, stating that it was
helpful to speak about their experiences.
The transcribed data were content analysed
using the framework by Miles and Huberman
(1994), which involved data reduction, data display and conclusion drawing and verification. All
transcripts were read, notes made, themes and categories generated, codes assigned and meanings
grouped together. This approach is similar to the
method of constant comparison devised by Glaser
and Strauss (1967), which involves the process of
comparing and contrasting data to establish patterns, then questioning these patterns as part of an
ongoing analytic process. Two researchers independently generated categories and themes from
the data. Responses to the demographic questions
were summarised using descriptive statistics.
❛Carers
described
feelings of
helplessness,
guilt and
frustration
about their
isolation, their
lack of time
for themselves
and their
perceived lack
of control over
their lives❜
Results
The majority of family caregiver subjects were
female (n=6 of 7), married and aged between
55–65 years of age; only one was aged 30 with
young dependents. Four were caring for their
spouse/partner, two for a parent and one for a sibling. Two participants had been caring for one to
two years; three for two to four years; and two for
more than four years. The themes merging from
the interviews included the following:
● Impact of family caregiving
● Unmet support needs
● Carers’ perceptions of patients.
Impact of family caregiving
Caring for a patient with COPD had affected all
participants physically and psychologically. They
suffered fatigue, loss of concentration and lack of
sleep due to the patient’s need for constant care.
Managing daily life was problematic. The unpredictability of the future was a major cause for concern, as not knowing what to expect meant that,
in many instances, carers felt anxious, living in
constant fear of leaving the patient in case they
suffered an acute exacerbation in their absence.
There were several instances when carers described
feelings of helplessness, guilt and frustration about
their isolation, their lack of time for themselves
and their perceived lack of control over their lives.
369
Research
❛In this study,
many family
caregivers
assumed the
caregiving role
without
adequate
information on
the patient’s
condition or
prognosis❜
‘Our life has come down. The two of us used to
go out dancing. We loved dancing and then it all
stopped.’ (AC2)
‘You’re never in charge of your life again,
because you are constantly worried about that
person. You are mentally worried all the time
about are they still breathing? Is everything OK?
Now you mentally can’t rest and relax because
you think, is this their last breath?’ (AC11)
Carers disclosed how much their lives and
social identity had changed. They reflected upon
the multiple roles they adopted when caring for
their relatives. In addition to that of spouse, offspring or sibling, they also took on the role of
the nurse, doctor, and psychologist and carer.
They outlined a wide range of caring activities
they provided, such as cooking, feeding, dressing, medication, symptom assessment, liaison
with health professionals and financial management. Carrying out these roles often led carers to
feel that their own identity was lost and, in some
cases, resentment at having to take on another
caring role after having previously cared for
another relative.
‘It’s like having another child sometimes because
you are sort of responsible and I feel he is my
responsibility. I feel that he is not anybody else’s
responsibility and you are having to plan ahead
… all the time.’ (AC6)
‘I feel I have a number of roles I have to maintain and then I have them … to separate from
my children and partner, it’s extremely difficult,
it’s been the most demanding thing I’ve ever had
to experience. And I don’t know how long I can
go on. I am trying to survive with what I have,
what services I can have to help me, anything
but put her in a nursing home.’ (AC11)
‘One of the social workers said to me, “What
do you do if you are sick?” Says I, “You just
carry on – what else do you do?” [He] can’t do
it and you have to do it … sometimes I’m frustrated ... God forgive me for saying it, [he] can’t
help what’s wrong with him, but sometimes I
am angry … you know, I’ll say: “Why? – why is
[he] like this?” Because we had a reasonable life
before this, you know.’ (AC4)
Despite the burden, carers also expressed a
strong sense of duty to care, and commented
on the satisfaction they felt in being able to do
something useful.
370
‘There’s no good taking off [going away] and
saying aw I can’t be bothered with this, I’m
away … There’s some women can’t be bothered
with it. That [going away] would never have
entered my head.’ (AC2)
‘I just love him and I find that every day when I
see him, what else could I do to try and make
him a wee bit … better? It’s very satisfying to
know that he appreciates what I do and it’s nice
to know that you are helping someone.’ (AC6)
Although the caregiving role had a serious
impact on lifestyle, causing significant changes,
family caregiving was found to be rewarding, with
caregivers demonstrating a certain resilience.
Unmet support needs
Carers revealed that they were unprepared to
take on a caring role and that they did not initially understand the nature of COPD and its
long-term implications.
‘I’ve never been sat down and told. I think about
the admissions and that there, no-one had
warned me about this, nobody had said, the
admissions will come more rapidly. It’s just one
of these things. When I go to the hospital and
speak to the consultants I can’t get to see them,
you know. They are trying new medications and
nothing was explained to me. Nobody had time.
I just find that very frustrating.’ (AC11)
This was despite the fact that they frequently
had to make judgements regarding the patient’s
condition and about whether or not professional
intervention was required.
All commented on the sporadic information
obtained from health and social services on the
condition, its consequences and the care patients
required. Carers also expressed a lack of knowledge about what services were available for the
patient and also for themselves. While support and
access from health professionals, especially the
primary health care team, was identified as important, carers revealed that they were reluctant to
‘bother doctors’ unless it was absolutely necessary.
‘They are very good and I know I can ring them
up. The doctors are great, they are marvellous;
you can ring or he’ll even ring to see if you are
alright. That means an awful lot. When he is
doing well I don’t like to bother them. When you
need a person, that’s the time that you ring,
when he is not great.’ (AC9)
Participants recalled home visits by community
International Journal of Palliative Nursing 2008, Vol 14, No 8
Research
respiratory nurse specialists, dietitians, physiotherapists and occupational therapists, but some did
not have a social worker. Most carers did not have
any practical support and relied instead upon
extended family support. Only two carers obtained
a home help; however, this was only for 20 minutes
during the day and they found this difficult to
organise around their relatives’ frequent admissions to hospital.
Long waiting lists resulted in carers having to
purchase equipment themselves, such as wheelchairs. Lack of knowledge about how to access
financial support resulted in numerous problems
for the family. One participant commented on
the unpredictability of COPD and its impact on
benefit entitlements.
‘I think the main thing I need as a carer is somebody to tell me what I am entitled to or what he
is entitled to that I could use to his benefit. If I
was getting an allowance I could use it to the
benefit of him in that when I go away he
wouldn’t be worrying that he is putting it on to
anybody.’ (AC6)
‘If my mum is in hospital for more than five
weeks you are not supposed to claim any benefits
… having COPD means that her admissions are
unstable and can vary and they can’t give you a
discharge date because things can dramatically
change. It actually costs me more money when
my mum is in hospital because of the petrol going
up and down every day and making sure she has
all she needs … But, unfortunately, COPD is not
classed as a terminal illness.’ (AC 11)
Carers’ perceptions of patients
Most participants were concerned that their relatives struggled emotionally and physically with the
effects of COPD. Over the years, they had witnessed their relatives’ gradual deterioration in
health and their increasing symptoms of breathlessness, frequent chest infections, coughing, loss of
weight, energy and appetite, tiredness and gradual
loss of mobility and ability to do day-to-day tasks.
‘[He’s] completely and utterly spent, you know ...
He couldn’t even talk to me because he was just
completely breathless, lethargic and you know
just no spark of life in him ... He was down
because when you are not well we feel sorry for
ourselves but on top of feeling sorry for himself
he hadn’t the energy.’ (AC6)
‘He’s very bad at the minute now. As soon as he
moves he’s completely breathless.’ (AC10).
International Journal of Palliative Nursing 2008, Vol 14, No 8
‘What we have up against us now is the amount
of chest infections, they are coming more rapidly,
frequently, and the weather. The weather’s a big
big issue, it’s either too humid for her in the summer, and in the winter it’s either too frosty in the
air, too damp in the air and that all triggers a
chest infection. That’s a big factor.’ (AC11)
They related how their relatives had become
highly dependent on oxygen, nebuliser use and
constant antibiotic medication and, over time, had
become increasingly housebound and frequently
admitted to hospital. Participants highlighted their
relatives’ anxiety when breathless, particularly at
night, their low or depressed feelings and their
sense of hopelessness and frustration at their quality of life.
❛Although the
caregiving role
had a serious
impact on
lifestyle with
significant
changes,
family
caregiving was
found to be
rewarding ...❜
‘She would get anxious when she is breathless.
It would be good if she could get a wee anxiety
pill or something to take at night … she’s lost
confidence you know, I think she has. Although
I know it’s very hard when you can’t get a
breath ...’ (AC7)
However, the carers also felt that their relatives
had tried to ‘get on with it [life with COPD]’ as
they felt that ‘nothing more could be done’ for
their condition. Uncertainty about the trajectory of
the illness was a source of stress to the patient and
also for the carer.
‘There were days I thought to myself, where are
we going from here? But we mastered it together
and tried to do things at his pace.’ (AC9)
Participants were unfamiliar with the dying process and most participants were not aware of palliative care services, but thought that it would be
relevant for patients with COPD.
‘I’ve heard of it [palliative care] but to be honest I
never understood what the word meant.’ (AC6)
Discussion
Caregivers provided a range of care contributing
significantly to the patient’s quality of life. They
highlighted the range of physical symptoms experienced, especially breathlessness, fatigue and panic
attacks; in response, they adopted multiple roles to
provide physical and emotional support. The roles
family caregivers adopt when caring for a chronically ill person have been reported elsewhere
(Eriksson and Svedlund, 2006; Barnes et al, 2006).
In this study, many family caregivers assumed the
caregiving role without adequate information on
the patient’s condition or prognosis. As has been
371
Research
previously reported (Aranda and Hayman-White,
2001; Thomas et al, 2002), family caregivers are
involved in complex care tasks and make clinical
judgements on the patient’s condition. Few realised the full extent, or consequences, of the illness.
The findings elicited from family caregivers
living with COPD reflected explorations of caregivers of other chronically ill individuals. For
example, caring for patients with advanced
chronic illness results in mental and physical
burdens on the caregiver (Bergs, 2002; Seamark
et al, 2007), with their daily life being restricted
(Ross and Graydon, 1997) and carers experiencing difficulty in finding time for themselves
(Chan and Chang, 1999; Proot et al, 2003;
Zapart et al, 2007). Many family caregivers have
highlighted feelings of suffering and helplessness.
Insecurity about the future was also a prominent
feature, with carers living in constant fear of
leaving their loved one. Yet, despite such fears,
they wanted to continue providing care at home,
recognising this was their chance to do something for the patient.
Lack of support was strongly voiced, with carers expressing a lack of knowledge about the availability and sources of services. Carers were
reluctant to bother health care professionals,
instead only seeking contact when acute episodes
occurred, a finding also reported by Morris and
Thomas (2001). Moreover, while COPD is a progressive, incurable illness, carers lacked information on palliative care, which suggests the need for
future efforts to improve palliative care for
patients and carers.
Limitations
It cannot be assumed that family informants reflect
patients’ views and it is acknowledged that they
may suffer more than, and in different ways to,
patients (Higginson et al, 1994). Families are
uniquely qualified to define priorities to improve
palliative care, yet have been rarely asked to do so
(Hanson et al, 1997).
Conclusion
Key words
● Caregivers
● Home care
● COPD
● Palliative
care
372
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Informal carers of patients with advanced COPD
received inadequate support and have a range of
unmet needs that are rarely acknowledged.
Adopting the family caregiving role has implications for family members’ own health and wellbeing. The findings of this study provide an initial
understanding of the experiences and needs of caregivers and family members of patients with
advanced COPD. There is a need to educate and
support family caregivers to ensure that they can
provide care in the home that enhances the
patients’ and their own quality of life. I●
JPN
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