Do Spanish informal caregivers come to the rescue of dependent people with formal care unmet needs?

This paper analyses the effect of unmet formal care needs on informal caregiving hours in Spain using the two wavesof the Informal Support Survey (1994, 2004). Testing for double sample selection from formal care receipt and theemergence of unmet needs provides evidence that the omission of either variable would causes underestimation of thenumber of informal caregiving hours. After controlling for these two factors the number of hours of care increaseswith both the degree of dependency and unmet needs. More importantly, in the presence of unmet needs, the numberof informal caregiving hours increases when some formal care is received. This result refutes the substitution modeland supports complementarity or task specificity between both types of care. For a given combination of formal careand unmet needs, informal caregiving hours increased between 1994 and 2004. Finally, in the model for 2004, theselection term associated with the unmet needs equation is larger than that of the formal care equation, suggestingthat using the number of formal care recipients as a quality indicator may be confounding, if we do not complete thisinformation with other quality indicators.

Who Cares? A comparison of informal and formal care provision in Spain, England and the USA

This paper investigates the prevalence of incapacity in performing daily activities and the associations between household composition and availability of family members and receipt of care among older adults with functioning problems in Spain, England and the United States of America (USA). We examine how living arrangements, marital status, child availability, limitations in functioning ability, age and gender affect the probability of receiving formal care and informal care from household members and from others in three countries with different family structures, living arrangements and policies supporting care of the incapacitated. Data sources include the 2006 Survey of Health, Ageing and Retirement in Europe for Spain, the third wave of the English Longitudinal Study of Ageing (2006), and the eighth wave of the USA Health and Retirement Study (2006). Logistic and multinomial logistic regressions are used to estimate the probability of receiving care and the sources of care among persons age 50 and older. The percentage of people with functional limitations receiving care is higher in Spain. More care comes from outside the household in the USA and England than in Spain. The use of formal care among the incapacitated is lowest in the USA and highest in Spain.

Trade-off between formal and informal care in Spain

The remarkable growth of older population has moved long term care to the front ranks of the social policy agenda. Understanding the factors that determine the type and amount of formal care is important for predicting use in the future and developing long-term policy. In this context we jointly analyze the choice of care (formal, informal, both together or none) as well as the number of hours of care received. Given that the number of hours of care is not independent of the type of care received, we estimate, for the first time in this area of research, a sample selection model with the particularity that the first step is a multinomial logit model. With regard to the debate about complementarity or substitutability between formal and informal care, our results indicate that formal care acts as a reinforcement of the family care in certain cases: for very old care receivers, in those cases in which the individual has multiple disabilities, when many care hours are provided, and in case of mental illness and/or dementia. There exist substantial differences in long term care addressed to younger and older dependent people and dependent women are in risk of becoming more vulnerable to the shortage of informal caregivers in the future. Finally, we have documented that there are great disparities in the availability of public social care across regions.

Enabling older people to stay at home: The costs of substituting and supplementing care with assistive technology

A wide-ranging multiprofessional research project explored issues relating to the introduction of assistive technology into the existing homes of older people in order to provide them with the opportunity to remain at home. The financial relationship between assistive technology and packages of formal care was also explored. The costs of residential care and those of a number of packages containing differing quantities of assistive technology, formal care and informal care were compared. The analyses provide a strong financial case for substituting and/or supplementing formal care with assistive technology, even for individuals with quite disabling conditions. Although needs and hence the cost of provision rise with an increasing level of disability, the savings in care costs accrue quickly. The consideration of a variety of users with different needs and informal care provision, and occupying a very wide range of housing, leads to the conclusion that in comparison with traditional care packages, at worst, incorporating significant amounts of assistive technology into care packages is cost neutral, but that with careful specification of assistive technology major savings are feasible.

Exploring care relations in later life: disentangling notions of care and choice

The experience of later life varies widely and is often framed in terms of the active lifestyles of the Third Age and the frailty and abjection of the Fourth Age. This thesis sought to understand how the concepts of care and choice are enacted, experienced and interrelated in the context of both informal and formal care in later life and how older people themselves, their families and significant others understand and experience these concepts. The discourse of personalisation that dominates care services has led to an emphasis on individual choice, control and independence so that those in need of care are faced with what has been described as the ‘logic of choice’, a focus on individual responsibility rather than care. Adopting a Feminist Foucauldian theoretical approach and drawing on Tronto’s (1993) ethic of care, this thesis explores the experiences of older people and their informal carers through dialogical narrative analysis. The stories begin with the recognition by individuals that there is a need for care and how this need is met through negotiations with families and significant others. As needs increase the physical and logistical limits of informal care by individuals are reached, often leading to a need to ‘choose’ formal care. Rather than impacting solely on the care recipient, formal care is shown as being an experience that is shared with informal carers. Indeed, the participants depict how informal care continues alongside formal care and how the boundaries between them become blurred. I argue that a binary division between actively making choices and being a passive recipient are not appropriate to understandings of care. By disentangling the notions of care and choice this thesis explores the extent to which these concepts are relevant to the experience of older people in specific care situations.

Necessidades de cuidados no idoso: comparação entre um Centro de Dia e um serviço de apoio domiciliário

RESUMO: Promover a qualidade de vida no envelhecimento implica responder às necessidades de cuidados dos mais velhos. Actualmente, muitos idosos permanecem no seu domicílio, o que exige a prestação adequada de cuidados informais e/ou formais nesse contexto. O presente estudo teve como objectivo identificar e comparar as necessidades de cuidados de utentes de um centro de dia e de um serviço de apoio domiciliário numa Instituição Particular de Solidariedade Social. A amostra foi constituída por 54 utentes idosos e pelos seus cuidadores informais. Os utentes foram avaliados com recurso a: Camberwell Assessment of Need for the Elderly, Geriatric Depression Scale, Mini Mental State Examination, Índice de Barthel e Escala de Lawton e Brody para as actividades de vida diária. Os respectivos cuidadores informais foram avaliados quanto a necessidades de cuidados e a sobrecarga familiar. As necessidades de cuidados mais frequentes na amostra estavam relacionadas com alimentação, companhia, saúde física e actividades diárias. Parte das necessidades estavam cobertas. Porém, muitas necessidades psicológicas e sociais, nomeadamente actividades diárias, companhia e memória, não estavam cobertas, em particular nos utentes de apoio domiciliário. Tal como esperado, foi encontrado um maior número de necessidades de cuidados em situações de dependência e de doenças neuropsiquiátricas. Comparativamente com os utentes de centro de dia, os utentes de apoio domiciliário apresentaram números superiores de necessidades de cuidados, necessidades não cobertas. Uma melhor identificação das necessidades de cuidados e dos factores associados a estas poderá ajudar a delinear intervenções adequadas em centros de dia e em serviços de apoio domiciliário.------------ABSTRACT: To promote quality of life in aging means responding to the health and social needs of older people. Today, elderly people tend to stay at home until later stages of disease, which requires the provision of adequate informal care, formal care or both. This study aimed to identify and compare the needs for care of users of a day centre and a domiciliary care service, in a nonprofit organization in Portugal. The sample consisted of 54 elderly users and of their informal caregivers. The users were assessed using the Camberwell Assessment of Need for the Elderly (CANE), the Geriatric Depression Scale, the Mini Mental State Examination, the Barthel Index and the Lawton and Brody Scale for activities of daily living. Informal caregivers were assessed using the CANE and the Zarit Burden Interview. The more frequent care needs were related to food, company, physical health and daytime activities. A proportion of needs were met. However, many psychological and social needs were unmet, namely daytime activities, company and memory, and this was so in particular concerning domiciliary care users.As expected, a higher number of needs was related to dependency and the presence of neuropsychiatric conditions. The domiciliary care users had more total needs and more unmet needs when compared with day centre users. The identification of needs for care and their associated factors can help in the planning of appropriate interventions in day centres and domiciliary care services.

Can adapting the homes of older people and providing assistive technology pay its way?

Background: Adaptations and assistive technology (AT) have an important role in enabling older people to remain in their own homes. Objective: To measure the feasibility and cost of adaptations and AT, and the scope for these to substitute and supplement formal care. Design: Detailed design studies to benchmark the adaptability of 82 properties against the needs of seven notional users. Setting: Social rented housing sector. Main outcome measures: Measures of the adaptability of properties, costs of care, adaptations and AT, and relationships between these costs. Results: The adaptability of properties varies according to many design factors and the needs of occupiers. The most adaptable properties were ground floor flats and bungalows; the least were houses, maisonettes and flats in converted houses. Purpose-built sheltered properties were generally more adaptable than corresponding mainstream properties but the opposite was the case for bungalows. Adaptations and AT can substitute for and supplement formal care, and in most cases the initial investment in adaptations and AT is recouped through subsequently lower care costs within the average life expectancy of a user. Conclusion: Appropriately selected adaptations and AT can make a significant contribution to the provision of living environments which facilitate independence. They can both substitute for traditional formal care services and supplement these services in a cost-effective way.

Adapting the homes of older people: A case study of costs and savings

Meeting the demand for independent living from the increasing number of older people presents a major challenge for society, government and the building industry. Older people's experience of disabling conditions can be affected by the design and layout of their accommodation. Adaptations and assistive technology (AT) are a major way of addressing this gap between functional capacity and the built environment. The degree of adaptability and the differences in the average cost of adaptation of different types of property are large and there is major variation within property type. Based on a series of user profiles, it was found that a comprehensive package of adaptations and AT is likely to result in significant economies arising from a reduction in the need for formal care services. This finding is sensitive to assumptions about how long an individual would use the adaptations and AT, as well as to the input of informal care and the nature of their accommodation. The present study, which focused on social housing, has implications for how practitioners specify ways of meeting individual needs as well as providing a case to support the substantial increase in demand for specialist adaptation work.

Caracterização da educação em saúde dos cuidadores formais em institutições de longa permanência para idosos de Botucatu-SP

Pós-graduação em Enfermagem (mestrado profissional) - FMB

Interação entre irmãos em situação de cuidados formais

Este trabalho teve como objetivo descrever as principais características de famílias onde os filhos mais velhos são responsabilizados pela execução das tarefas domésticas e pelo cuidado aos irmãos menores, durante a ausência dos pais. Participaram deste estudo vinte famílias residentes à Vila Paranoá, Distrito Federal, com filhos de um a dezesseis anos de idade. Os dados foram colhidos através de entrevistas e sessões de observação sistemática do comportamento em ambiente natural, realizadas durante o período de almoço. A análise se deteve na organização familiar, desempenho em tarefas domésticas e interação entre irmãos, tendo sido possível classificar as famílias em três grupos qualitativamente distintos. Os resultados são discutidos em termos da necessidade de se considerar fatores de ordem social na análise do grupo familiar.

Qualidade de vida e vulnerabilidade ao stress dos cuidadores formais de uma unidade de cuidados continuados integrados do Alentejo

Viver um maior número de anos não significa necessariamente que se viva com qualidade. Devido às alterações demográficas verificadas nos últimos anos e face ao envelhecimento progressivo da população mundial e consequente aumento da esperança média de vida, ao acréscimo das doenças crónicas e à dependência a elas associada, surgem dificuldades que os doentes e os seus cuidadores enfrentam no seu quotidiano de internamento. Assim, surgiu a necessidade de equacionar a problemática da Qualidade de Vida e a Vulnerabilidade ao Stress dos Cuidadores Formais, que diariamente trabalham numa Unidade de Cuidados Continuados Integrados do Alentejo. Este trabalho foi desenvolvido numa Unidade de Cuidados Continuados Integrados com duas valências de internamento, a Média e a Longa Duração, com os Cuidadores Formais que nele aceitaram participar. Entre eles, encontram-se as mais diversas profissões, desde Auxiliares de Lar, Enfermeiros, Fisioterapeutas, Psicólogos, Animadores Socioculturais, Técnicos de Psicomotricidade, Terapeutas da Fala e Assistentes Sociais. Todos eles representam um papel muito importante no cuidado aos seus clientes, cada um na sua área. Ao delinear este estudo, o Problema prático identificado foi se existia uma relação entre a Qualidade de Vida e a Vulnerabilidade ao Stress dos Cuidadores Formais de uma Unidade de Cuidados Continuados Integrados do Alentejo. Este estudo foi desenvolvido com uma população de 63 elementos, todos Cuidadores Formais a desempenhar funções no local de estudo já referenciado. Foi utilizada a abordagem quantitativa, que é uma metodologia de investigação de vertente epistemológica positivista. Neste estudo, foram utilizados dois instrumentos para aplicar e recolher os dados: um destinado a medir a vulnerabilidade ao stress (23 QVS) dos cuidadores formais; outro para avaliar a qualidade de vida (WHOQOL-Bref), gentilmente cedidos pelos seus autores. Os dados recolhidos, após analisados apontaram no sentido de que à medida que a qualidade de vida aumentava nos diferentes domínios, diminuía a vulnerabilidade ao stress.

Health and quality of care from older peoples' and formal caregivers' perspective

Aim: The overall aim of this thesis was to gain a deeper understanding of older people's view of health and care while dependent on community care. Furthermore to describe and compare formal caregivers' perceptions of quality of care, working conditions, competence, general health, and factors associated with quality of care from the caregivers' perspective. Method: Qualitative interviews were conducted with 19 older people in community care who were asked to describe what health and ill health((I), good and bad care meant for them (II). Data were analyzed using content analysis (I) and a phenomenological analysis (II). The formal caregivers; 70 nursing assistants (NAs) 163 enrolled nurses (ENs) and 198 registered nurses (RNs), answered a questionnaire consisting of five instruments: quality of care from the patient's perspective modified to formal caregivers, creative climate questionnaire, stress of conscience, health index, sense of coherence and items on education and competence (III). Statistical analyses were performed containing descriptive statistics, and comparisons between the occupational groups were made using Kruskal-Wallis ANOVA, Mann-Whitney U-test and Pearson's Chi-square test (III). Pearson's  product moment correlation analysis and multiple regression analysis were performed studying the associations between organizational climate, stress of conscience, competence, general health and sense of coherence with quality of care (IV). Results: The older people's health and well-being were related to their own ability to adapt to and compensate for their disabilities and was described as negative and positive poles of autonomy vs. dependence, togetherness vs. being an onlooker, security vs. insecurity and tranquility vs. disturbance (I).  The meaning of good care (II) was that the formal caregivers respected the older people as unique individuals, having the opportunity to live their lives as usual and receiving a safe and secure care. Good care could be experienced when the formal caregivers had adequate knowledge and competence in caring for older people, adequate time and continuity in the care organization (II). Formal caregivers reported higher perceived quality of care in the dimensions medical-technical competence and physical-technical conditions than in identity-oriented approach and socio-cultural atmosphere (III). In the organizational climate three of the dimensions were close to the value of a creative climate and in seven near a stagnant climate. The formal caregivers reported low rate of stress of conscience. The RNs reported to a higher degree than the NAs/ENs a need to gain more knowledge, but the NAs and the ENs more often received training during working hours. The RNs reported lower emotional well-being than the NAs/ENs (III). The formal caregivers' occupation, organizational climate and stress of conscience were associated with perceived quality of care (IV). Implications: The formal caregivers should have an awareness of the importance of kindness and respect, supporting the older people to retain control over their lives. The nursing managers should employ highly competent and adequate numbers of skilled formal caregivers, organize formal caregivers having round the clock continuity. Improvements of organizational climate and stress of conscience are of importance for good quality of care.