‘I'm not just a number on a sheet, I’m a person’: Domiciliary care, self and getting older
Abstract
Social care funding is reducing in spite of a growing older population. Within this context, domiciliary services are increasingly failing to deliver care that respects the individuality and heterogeneity of older people. To date, there has been limited research in the U.K. that explores, from the older person's perspective, how care practices interact with self.
Using biographical-narrative methodology, this study takes a constructionist approach to understand the individual's lived experience of care and how it interacts with sense of self. A three-stage model of data collection was used, beginning with a narrative biographic enquiry, exploring with participants (65 yrs +, n = 17) their journeys into care and any possible relationship to personal identity. Stage 2 involved a two-week period of diary completion, with participants recording daily reflections on their care experiences. In stage 3, a semi-structured interview explored the diary entries, linking back to the narrative biographic enquiry to reveal ways in which specific care practices interacted with the sense of self.
The findings reveal that a strong relationship between older person and formal carer, forged through familiarity, regularity and consistency, plays a significant role in promoting feelings of autonomy. Furthermore, such relationship mediates against the loss of executional autonomy that often accompanies increasing disability. Maintaining autonomy and control was a recurring theme, including in relation to home, privacy and dignity. Feelings of autonomy are also promoted when formal carers understand the unique ways in which individuals experience ageing and being in the cared-for relationship.
This paper suggests that a care approach should be based on two tenets. First, a knowledge and insight into the importance of understanding and respecting the older person's continuing development of self, and second applying this knowledge to care through a positive, stable and consistent relationship between the older person and the carer.
What is known
- Domiciliary care does not always support older people's autonomy.
- Continuity of formal carers is problematic and provision is often basic and restricted.
- Care services can treat older people as a homogenous group.
What this paper adds
- Care is enhanced through understanding the self, different experiences of ageing and the value the older person places on home space.
- Carer consistency supports development of valued relationships.
- Autonomy is promoted when timing of calls is well-managed and care is flexible.
1 INTRODUCTION
This study aims to understand older people's experiences of domiciliary care and whether care practices have implications for their sense of self or personhood. The current emphasis on ageing in place is only supportable if appropriate care is available (Sixsmith & Sixsmith, 2008). However, to date there has been comparatively little research on the social relationships of domiciliary care and older people's sense of identity within these relationships.
1.1 Background
Domiciliary care services in the UK are under pressure. Austerity measures have resulted in a real-term 7% reduction in social care budgets, with gross spending on adult social care services falling from £19.1 billion in 2009/10 to £17.8 billion in 2016/17 (Nuffield Trust, 2017). Yet the older population is growing, with the proportion of people aged over 65 expected to rise across the UK from 18% in 2016 to 24.7% by 2036 (ONS, 2017). The Local Government Association's Well-being Board (2018) expressed serious concerns that a growing funding crisis will jeopardise local authority services.
It is therefore unsurprising that much research has focused on the commissioning, management and quality of care (Francis & Netten, 2004; Gethin-Jones, 2012; Glendinning, Clarke, Hare, & Maddison, 2008; Patmore & McNulty, 2005; Qureshi & Henwood, 2000). However, care in the home can also be considered in terms of how it interacts with an older person's sense of self, with a particular emphasis on whether it supports autonomy, as advocated within a person-centred care philosophy (Care Act, 2014). Collopy (1988) distinguishes between decisional autonomy and executional autonomy, that is the ability to make decisions about one's care and then to carry them out independently. Collopy (1988) suggests that older people see independence and autonomy not as a measure of their functional ability, but rather the extent to which they have control over their world and how seamlessly their care enables this. When an older person requires personal care, they may also begin to lose the opportunity to execute decisions personally (Equality & Human Rights Commission, 2011; Karlsson, Edberg, Jakobsson, & Hallberg, 2013; Sykes & Groom, 2011). Although community-based care is commonly assumed to promote choice and control, Boyle's (2004) study found that older people receiving domiciliary care perceived themselves as having less decisional autonomy than those in institutional care. Furthermore, Boyle (2004) suggests that restrictions on decisional autonomy can have more impact on mental ill-health than physical impairment and can contribute to feelings of hopelessness and depression. Healey-Ogden (2014) argues that caregivers' entry to the home can feel invasive and challenge personal identity. Aronson (2002) states that older people want to take charge of their care, but struggle to do so in the context of service rationing, leading to resignation and limited expectations.
Thus, this study explores, from the older person's perspective, the specific aspects of formal care that promote autonomy and respect the self in the home. There are multiple definitions of the concepts of self and identity in the literature, which take account of experiences such as ageing, context and social relationships in various ways. This study is underpinned by two theoretical approaches from Erikson (1982) and Stryker and Statham (1985). Erikson's life stage theory (1982) proposes that the ego unfolds as an individual moves through the stages of life. Each new stage presents disequilibrium and challenges that the ego must master. How these challenges are tackled shapes how well the individual navigates later stages of life. For example, Hvalvik and Reierson (2011) found that older people receiving care at home were happier when they had reached a point of acceptance. Acceptance was attained through flexibility, recognition and hope, from valuing and understanding their selves, and from how selves were seen in the context of past experiences.
However, concepts of self can also be considered as socially constructed; the transient self reconstructs in response to the social context. Stryker and Statham (1985) argue that the self is shaped through roles that are played out, with each bringing forth a role identity. The ‘social self’ is realised through interaction with others, and identities are developed and maintained within role relationships. For example, placing this in the context of care, Janssen's , Regenmortel, and Abma (2011) qualitative study with older people receiving care in the community reports participants placing great importance on mutual responsibility and solidarity. In spite of their own difficulties, they felt empowered by helping others, and being part of the community was a source of strength and agency.
- How are domiciliary care practices experienced by older people?
- How do care practices link to autonomy and how important is this for sense of self?
2 METHODS
- a biographical-narrative interview, exploring participants' experiences of formal care and any interaction with sense of self
- a care diary
- a follow-up interview to explore emerging issues and how care episodes related to individual selves, needs and values
2.1 Participants
- Men and women aged 65+
- In receipt of formal care in their own homes (typically that which is paid, regulated and monitored, rather than informal care)
- Living in the Eastern region of England
- Able to communicate in English, both verbally and in writing
Day centre managers acted as gatekeepers. While the study aimed to be inclusive, only those who had the capacity to understand the purpose of the research and to recall events were put forward. Fourteen participants were recruited through day centres, one via a magazine and two through users' forums. The sample, as detailed in Table 1, comprised men (n = 3) and women (n = 14) aged 67 – 92 with a range of disabilities. They all required support with activities of daily living, such as washing, dressing, toileting and taking prescribed medication. Some were severely disabled and required intensive support, while others needed lower level input because they lacked informal care.
Name (pseudonym) | Gender | Age | Living alone or with spouse | Health status and Care needs | Recruitment | Biographical-narrative | Diary | Follow-up interview |
---|---|---|---|---|---|---|---|---|
Sarah | Female | 72 | Alone | Osteoarthritis, leg ulcers. Limited mobility. 3 care visits a day for general and personal needs | Day Centre | ✓ | ✓ | ✓ |
Margaret | Female | 73 | Alone | Osteoarthritis, diabetes, spinal injury. Limited Mobility. 5 care visit a week for general needs | Day Centre | ✓ | ✓ | ✓ |
Ellen | Female | 92 | Alone | Heart condition, diabetes, leg ulcers. Limited mobility. 1 care visit a day for general and personal needs | Day Centre | ✓ | X | X |
Clare | Female | 82 | Alone | Multiple Sclerosis, stroke. Mobile. 2 care visits a week for general support | Day Centre | ✓ | X | ✓ |
Pauline | Female | 85 | Alone | Osteoporosis. Limited mobility. 1 care visit a day for general support and occasional personal needs following falls. | Magazine | ✓ | ✓ | ✓ |
Susan | Female | 72 | Spouse | Spinal injury, Chronic Obstructive Pulmonary Disease Cannot walk unaided. 4 care visits a day for general and personal needs | Forum | ✓ | ✓ | ✓ |
Paul | Male | 86 | Spouse | Stroke, spinal injury. Cannot walk unaided. Confined to bed 24 hrs a day. Requires 4 care visits a day for general and personal needs | Forum | ✓ | X | X |
Karen | Female | 67 | Alone | Parkinson's disease. Cannot walk unaided. 3 care visits a day for general and personal needs | Day Centre | ✓ | ✓ | ✓ |
Janet | Female | 82 | Alone | Multiple Sclerosis. Cannot walk unaided. 4 care visits a day for general and personal needs | Day Centre | ✓ | ✓ | ✓ |
Davina | Female | 71 | Alone | Stroke. Cannot walk unaided. 3 care visits a day for general and personal needs | Day Centre | ✓ | X | X |
Vera | Female | 67 | Alone | Stroke, diabetes, leg ulcers. Limited mobility. 3 care visits a day for general and personal needs | Day Centre | ✓ | X | X |
Maud | Female | 92 | Alone | Osteoporosis and partially blind. Limited mobility. 3 care visits a day for general and personal needs | Day Centre | ✓ | X | X |
Eva | Female | 92 | Alone | Heart condition. Limited mobility. 1 care visit a day for medication management | Day Centre | ✓ | X | X |
Gillian | Female | 90 | Alone | Double hip replacement. Limited mobility. 1 care visit a day for general and personal needs | Day Centre | ✓ | X | X |
Maurice | Male | 74 | Spouse | Osteoarthritis, asthma, epilepsy. Cannot walk unaided. 4 care visits a day for general and personal needs | Day Centre | ✓ | ✓ | ✓ |
Lionel | Male | 84 | Spouse | Stroke. Cannot walk unaided. 4 care visits a day for personal needs | Day Centre | ✓ | ✓ | ✓ |
Violet | Female | 90 | Alone | Registered blind. Limited mobility. 3 care visits a day for general and personal needs | Day Centre | ✓ | X | X |
2.2 Setting
Interviews took place in participants' homes and between care visits, to ensure privacy and avoid intrusion. Since diary entries could refer to formal carers' actions, SH suggested that diaries be kept in a private place. At any sign of fatigue or distress, participants were offered comfort breaks or asked if they wished to continue at a later date.
2.3 Limitations of the study
The sample was not diverse in terms of ethnicity (although it was representative of the local population) or gender. Reflecting other researchers' difficulties in recruiting men to similar studies (Equality & Human Rights Commission, 2011; Gethin-Jones, 2012), all but three of the seventeen participants were women. It also proved difficult to reach those who were unable to leave their homes due to frailty and poor physical functioning.
2.4 Ethical approval
Ethical approval was granted by the University's Faculty Research Ethics Panel in November 2013, and data collection occurred during 2014. Following initial contact, SH visited participants to introduce the study and ensure consent was fully informed. Written consent was obtained in all instances.
2.5 Data collection
Data collection was a three-stage process.
2.5.1 Stage 1—Narrative-biographical interview
Participants were asked to talk about their lives as they aged and how they managed any transition from independence to being in a relationship of care. A biographical-narrative approach provides insight into the narrator's social and cultural identity as they construct stories about their life (McAdams, 2001; Pasupathi, Mansour, & Brubaker, 2007).
2.5.2 Stage 2—Diary
Participants were each provided with a notebook and asked to record daily thoughts and reflections about their formal care over a period of 14 days. The diary is another narrative tool, yielding rich qualitative data that tells the participant's own story and can be used to ‘record an ever-changing present’ (Plummer, 2001; p.48).
2.5.3 Stage 3—Follow-up interview
The follow-up interview enabled emergent issues to be explored, focusing on how participants felt about the incidents they recorded in the diary and any interaction between care practices and sense of self.
While thirty-four items of data were obtained, only eight of the seventeen participants completed all three stages of data collection (see Table 1). The range of methods enabled participants to express their thoughts about their care in different ways. Where diaries and follow-up interviews were available, they provided valuable additional insights to the primary vehicle of the biographical-narrative interview. Nevertheless, each method was a valuable resource in its own right. Completing the diary at home gave participants the opportunity to contextualise entries, writing about events where and when they happened, which improved recall and helped capture events that could be seen as trivial and thus forgotten over time (Verbrugge, 1980). Some used the diary to vent frustrations or process thoughts about their care.
2.6 Data analysis
All interviews were audio-recorded, transcribed and anonymised. Fictitious names were chosen, to give a sense of the persons in the experiences (Given, 2015). Using NVivo, transcripts were reviewed and re-reviewed, codes were identified and significant themes generated. Diaries were typed up and coded similarly. SH used both the biographical-narrative and diary themes to prepare a list of common probes and questions for the follow-up interviews, alongside some individual-specific items. For example, someone who frequently recorded frustration at carers' lateness in his diary was subsequently asked to expand on this and how it had made him feel as a person. Another, who talked about experiences of lifelong disability requiring care, was later asked how more recent care compared. Follow-up interviews were then transcribed and analysed in turn. This provided a complete single data set for each participant. Coding and themes were reviewed within the research team, in order to support the interpretation of the data and increase credibility (Lincoln & Guba, 1985).
2.7 Findings
Three major themes were identified. First, self, identity and getting older addressed how older people receiving care at home saw themselves within this context. Second, relationships with others reflected the social context of care. Third, autonomy emphasised the importance of maintaining control over personal environments.
2.7.1 Theme 1: Self, identity and getting older
“See I spent a lot of my working life in sales and if I couldn't fulfil something I said I'd do I'd ring the person up and not leave them to find out, which to me is courtesy. Hmm, I'm not just a number on a sheet, I'm a person”[Lionel, Follow-up Interview].
‘At one time I wouldn't ever go out without a tie on …. I don't like to give an appearance where I'm all dishevelled… you don't have to go around in stained clothes'[Maurice: Follow-up Interview].
Others highlighted characteristics of endurance and determination, which now helped them in their cared-for role. For example, Clare (82) who suffered a stroke and multiple sclerosis had experienced extreme childhood poverty, which she believed had equipped her with a will to triumph over adversity, helping her to negotiate multiple sclerosis later in life.
‘I couldn't get up, I was just dumped there, I thought I might be there hours'[Susan, Follow-up Interview].
‘It's full of old people and I want a challenge and I don't want to sit in a circle and sing songs'[Lionel, Follow-up Interview].
As can be seen, the way in which care is delivered can have a direct impact on personal identity.
“…She was coming in and invading our space… she was telling me what I could do and I knew exactly what I was up to and sometimes I've had to say to people ‘I also live here!' “[Maurice: Follow-up Interview].
‘They're invading my privacy… they're spoiling it… they come in On my privacy and I don't like that'[Susan: Biographical-Narrative].
2.8 Theme 2: Relationships with others
‘I just say I hate my life…. the loneliness…I wave at people and they wave back’’ [Davina, Biographical-Narrative].
‘I've got saturday sunday, monday, on my own… well there's nothing wrong with the care, it's just sitting here alone for so long’[Clare, Follow-up Interview].
The caring relationship was as much social as practical. Consistency was vital and emphasised by eleven participants. Repeated visits allowed trusting relationships to flourish, promoting a greater sense of control. Yet consistency of carer was not always possible. Some never knew who would arrive to deliver what could be very personal care.
‘Well people come In and look over my head They don't bother with me, I'm not there… they make me feel I shouldn't be here…just not be on this earth’[Susan, Follow-up Interview].
‘She [formal carer] is here the same time as everyone else but gets everything done, always perfect… and she always has time for a good chat’[Susan, Diary].
‘I wish they would tell me who they are…. makes me annoyed and angry because I don't know who I'm talking to. It could be a man or woman off the street. It makes me feel like a baby again’[Susan, Follow-up Interview].
2.9 Theme 3 Autonomy
‘One time I had to stay at home because my carer was too early and I would have to be in the chair for hours. the driver said you're supposed to be sitting in the wheelchair.’[Clare, Follow-up Interview].
‘The people that come to take me to the day centre they have their schedule for driving and that and they like to be on time if I'm lucky enough the carers are oN time’[Eva (92), Biographical-Narrative].
‘Carers do not call if they're going to be late’[Lionel, Biographical-Narrative].
Autonomy was diminished by task-centred and inflexible care. Working rigidly to a tight list of tasks left participants feeling rushed and carers with little time to sit and talk. Susan reported that carers who found themselves running late would rush her care to compensate. In contrast, when carers took the time to consider other needs, including social support, participants felt valued and more confident.
‘If I want to go out anywhere I have to have someone to push me in a wheelchair and the carer who comes in the morning took me out once… it was an additional thing’[Lionel, Biographical-Narrative].
3 DISCUSSION
Participants' accounts repeatedly show that the way care is delivered can affect sense of self, as well as influencing feelings of autonomy. Domiciliary care by its very nature does not occur in a neutral space. Yet if it is solely appraised in terms of cost and quality of service delivery, the home becomes no more than a workplace. The older person feels they have lost control, and the home ‘takes on the characteristics of the skeleton of a house rather than the nurturing nature of a home' (Healey-Ogden, 2014; p.76). This study demonstrates the value of taking a more nuanced view of domiciliary care, by exploring its meaning for its recipients.
There are three significant considerations which emerge from this study. First, care can play an important role in supporting an older person's sense of self. Second, the caring relationship is central, and this can be promoted by regular formal carers. Third, domiciliary care in itself does not produce autonomy; it is how it is delivered that has major implications for a sense of independence and control. Each of these will be considered in turn.
3.1 Understanding and supporting the older person's sense of self
Participants emphasised the relevance of their lives to current experiences of care and ageing, reflecting the value of Erikson's theory which sees tensions at different life stages as necessary for personal development. Their values and preferences had evolved through the challenges they had faced. Care that accepts and acknowledges these challenges can support older people as they move through the later stages. Some participants' identities had been shaped through the process of managing disability for many years, and they needed this to be reflected in how care was delivered, respecting their expertise by experience. The care dynamic could also be responsive to individuals' values, likes and dislikes in a way which spoke to their distinctive identity, as opposed to ascribing a generic status as an older service user, which felt demeaning.
It cannot be assumed that because care is delivered in the home, it automatically reflects an ethos of being ‘person-centred'. Taking a biographical approach can play a crucial role in care (Clarke, 2000; McCormack, 2001; Taylor, 2003) since it is important to develop a clear picture of what an older person values and how they make sense of events. A narrative approach to care and its relationships develops a more holistic and positive understanding between carer and cared-for.
Another key message was how differently participants experienced ageing. Some who were more physically able expressed feelings of agelessness, in which the younger identity simply continues into old age (Kaufmann, 1994). Others reflected a ‘mask of ageing' (Featherstone & Hepworth, 1989), where outward physicality obscured the inner subjective younger self. Yet some, with a higher level of disability and requiring considerable care, found their energies depleted by the demands of coping with daily living, and they truly felt old. Andrews (1999) maintains that acceptance of the ageing self offers some relief from trying to remain young and busy in order to be seen as having aged successfully.
The study underlines the importance of home as a site of identity and security, not simply of care delivery. For many, it represents safety and comfort, a place for privacy and retreat (Healey-Ogden, 2014) and a haven of physical and emotional well-being (Bender, Clune, & Guruge, 2009). Home was where people spent most of their time. The daily routines and habits which come to personify the self were centred here, yet were subject to disruption by care. Participants felt devalued when their homes were treated as workspaces. The home is assumed to be private, yet when a formal carer enters it becomes governed by external rules (Dyck & O'Brien, 2003), and all it represents is compromised. Care equipment has a medicalising impact, and there is a danger that domiciliary services create mini-institutions in homes; this is more likely if the focus is purely on completing task lists.
3.2 The importance of relationship and the regular carer
When an older person receives formal care, they may need to take on a new role of ‘cared-for', abandoning or renegotiating previously held roles (Kaufmann & Elder, 2003; Leary & Tangney, 2011; McKenna, Broome, & Liddle, 2007). Within Stryker and Statham's perspective (1985), identity is seen as being constructed through role interaction. Resonating with other studies (Doyle, 2012; Equality & Human Rights Commission, 2011), this research underlines the great importance which older people place on their relationships with carers; the way in which the carer and cared-for roles operated influenced satisfaction with care. However, some found this role adjustment difficult and tensions arose, particularly when relationships could not develop due to carer turnover (Equality & Human Rights Commission, 2011). A clear message of this study is that relational, person-centred care delivered by consistent, regular formal carers is important. Participants who developed a trusting and supportive relationship with their carers experienced security, familiarity and friendship. This was particularly important for those who lived alone. However, the relationship also mattered to those participants with more support, as it provided a special friendship at the same time as giving respite to informal carers.
3.3 Understanding independence, dependence and autonomy in care
Care has a strong inter-relationship with autonomy. In this study, it became clear that people receiving domiciliary care were often deprived of decisional autonomy concerning how it was delivered, echoing Boyle's (2004) findings. Yet there was also evidence of scope for decisional autonomy to be enhanced, such as when regular formal carers were familiar with the range of needs of an older person. A major factor was the timing of care visits, which affected participation in social activities, echoing Patmore's (2004) findings. These activities are crucial for people who can be isolated, but choice is limited by timing and availability, with attendance at day centres most affected (Pino et al., 2014). As with other research (Morville & Fjordside, 2016; Palmer et al., 2015; Sykes & Groom, 2011), this study demonstrates that older people are typically expected to manage their lives around the carer's schedule. Uncertain or unreliable visits can cause feelings of frustration, abandonment, fear and anger (Breiholtz, Snellman, & Fagerberg, 2013). Some participants in this study were disappointed and even scared by the lack of communication about call times, fearing that visits might not happen at all, and they would be left without food, medication or clean pads.
Care organisations struggle to maintain the continuity so needed by older people, due to high levels of staff turnover and the frequent juggling of rotas to cover absences (Francis & Netten, 2004). Yet the study also supports the argument that relationships are further impeded by care that rigidly sticks to task lists (Gethin-Jones, 2012) allowing little room for negotiation.
4 CONCLUSION
- Care delivery can be enhanced through an understanding of the self, the different experiences of ageing and the value placed on the home space. The biographical approach supports knowledge of the older person through awareness of personal histories, preferences and values. Care plans should go beyond task lists to reflect the older person's unique needs and priorities.
- Care organisations should prioritise allocating regular carers to older people to foster understanding and rapport.
- Carers should acknowledge and understand the difference between executional autonomy and decisional autonomy. Carers restrict the older person's autonomy by making choices on their behalf, yet maintaining decisional autonomy is fundamental to feelings of well-being (Boyle, 2005). Supporting older people's choices and decisions should be an integral aspect of care.
However, these recommendations present challenges for care organisations. Glendinning (2012; p. 294) suggests that the market is ‘fragmented, unstable and diverse' and the turnover of providers is increasing, while the UKHCA (2016) expresses growing concerns about instability. A rising number of providers are surrendering undeliverable contracts back to local authorities, with fears about the sustainability of their business (UKHCA, 2016). Hence, further research should focus on how organisations operating in this context can best increase awareness of ways in which their procedures and practices directly affect older people receiving care.
In spite of the challenging landscape of home-care services, care delivery can be improved. When care supports self, identity and autonomy, and when it values the relationship between carer and cared-for, there is scope to bring about positive change. The implications for resourcing go beyond the scope of this paper. However, what is evident is that the way in which care is delivered has a strong bearing on how well it is received.