Background
With an ever growing ageing population, the care of the elderly is at the forefront of policy and practice discussions worldwide. Globally approximately 901 million people were estimated to be aged 60 years and over in 2015, representing 12.3% of the population [
1]. The current pace of population ageing is postulated to be faster than in the past and the proportion of those aged over 60 years worldwide is likely to double from 12 to 22% between 2015 and 2050 [
2]. There is a recognition of the impact of the aging population in many countries as evidenced by increases in both community and residential home based care facilities for the elderly.
Residential care facilities providing housing, care and other supportive and rehabilitative services tend to be a sought after option for the elderly who are unable to live independently. Long-term relocation to a residential care facility could occur due to a number of reasons, including the levels of dependency on others for routine activities, lack of adequate cognitive capacity, need for specialized care that cannot be provided in community-based settings, lack of social support networks and/or the inability of family members or others to care for the individual in a non-institutional setting [
3]. While long-term residential care often provides a range of personal or health care services, evidence on the impact of relocation to and between residential care facilities appears to be inconclusive with researchers reporting both positive and negative outcomes overall [
4‐
7].
Relocation to a long-term care facility (LTC) tend to be a major life change for most elderly with ensuing changes in relationships with their family and friends. Studies, mainly conducted in USA, Europe and Australia, have examined the settling in or adjustment of the elderly into care facilities and existing reviews have synthesized their key findings [
8‐
12]. For example, in their review of the views and experiences of the elderly following relocation to residential care, Lee et al. (2002) reported coping strategies used by the elderly including passive acceptance, making the best of available choices, and reframing [
8,
9]. While qualitative reviews are relatively sparse, Sullivan and Williams (2017) have meta-synthesised the findings of studies conducted in USA or Canada on the transition experiences of the elderly who have recently relocated to LTC facilities and reported three overall themes: painful loss requiring a mourning process, seeking stability through gaining autonomy to sustain a new sense of self, and acceptance when a unique inner balance is reached [
11]. A recent mixed method narrative synthesis mapped potential personal and community focused facilitators and inhibitors in elderly people’s transition to LTC facilities to four themes including individual resilience, interpersonal connections and relationships, the feelings around the LTC facility as the new home, and the care facility as an organisation [
12].
Many elderly people experience difficulties in adapting to changes to their physical living environment as well as changes to their activities of daily living, and social networks following relocation [
13,
14]. Researchers have come up with different terminologies such as relocation stress syndrome, transfer trauma, and relocation syndrome to indicate the negative psychological impact of relocation [
15‐
17]. Reported adverse consequences of relocation include decline in functional and cognitive capacity and general wellbeing, increased feelings of loneliness, accidental falls and injuries, and increased mortality and morbidity [
18‐
22]. It been indicated that most of the psychological impact of relocation tend to manifest within the first 6 months of stay in the facility and the impact varies with the physiological and psychological state of the person [
23‐
25]. The emotional distress increases with age, and tend to manifest more in elderly people aged more than 80 years [
26]. Although less frequent, studies have reported positive outcomes such as enhanced engagement and participation in social activities and improvements in emotional wellbeing [
26‐
28].
With about 14.85% of the population aged 65 years or older, Taiwan is increasingly seen to be an “aging society” [
29]. In traditional Asian Chinese communities, filial piety, the children’s duty of care for parents and older family members, is an important norm that governs the care of the elderly parents and relatives and adult children are normally expected to care for and serve their parents in old age [
30]. Similar norms are upheld in Taiwan as a traditional Chinese society. While most of the elderly people in Taiwan live in the community supported by their families, the numbers of those who have relocated from family residences to long-term residential care facilities have increased over the past decade due to factors such as urbanization, changes in family structure, longer life spans, and changing patterns of illness among the elderly [
18,
31‐
33]. LTC facilities in Taiwan include assisted living facilities and nursing homes that provide the rehabilitative, restorative, and/or ongoing skilled nursing care needed in general or in relation to specific health conditions. The nursing homes offer health care services, medical care and skilled nursing care for residents who have seriously ill and/or need long-term care for chronic diseases. Some nursing homes also provide services such as physical therapy, occupational therapy, or speech-language therapy. An assisted living facility provides care for people who cannot or choose not to live independently, care services offered include: assistance with daily living activities (bathing, dressing, eating, toileting, etc.), dining programs that include three meals a day, and group activities. However, relocation to an LTC facility can be viewed by both the elderly and their families in Taiwan as a contradiction to the cultural expectation and a violation of children’s filial piety obligations in Taiwan. In a qualitative study published a decade ago, Wu et al. (2009) found that the care of the elderly in LTC facilities is seen to be a process of forced choice involving three stages: ‘becoming a problem’, ‘making a forced choice’ and ‘coping with the forced choice’ [
34]. Another study that explored the culture of LTC facilities for the elderly in Taiwan reported themes including ‘collective life’, ‘care rituals’ and ‘embedded beliefs’ concluding that the elderly experienced a tedious, monotonous, idle and lonely life in the facilities [
35]. Other studies have indicated factors that influence the expectations of long-term residential care among Taiwanese elderly [
18,
31‐
33]. For example, a study that investigated the preferences of the elderly in northern Taiwan with regard to various types of long-term care services found that ethnic background and the requirement for additional medical care services had significant impact on the long-term care preferences [
32]. However, recent in-depth qualitative evidence on the experiences of the elderly of their stay in LTC facilities is relatively sparse in Taiwan. The aim of this study was to explore the relocation experiences of the elderly to LTC facilities in Taiwan to inform policy and practice to address the needs effectively. The focus of the study was on the experiences of the elderly who have lived in the facility for up to a period of 12 months.
Methods
A qualitative study based on a grounded theory approach [
36] was conducted to explore the experiences of the elderly during the first year of their stay in LTC facilities in Taiwan.
Recruitment of participants
The participants were 16 elderly people who have relocated to two LTC facilities in Taiwan and lived in the facility for up to 12 months. The criteria for selection of the LTC facilities was that they provide nursing as well as residential care facilities and were accessible to the researchers. The inclusion criteria for participants were that they: (1) were aged 65 years or over, (2) relocated and lived in a LTC facility for up to 12 months, (3) were conscious and alert, and can communicate continuously for 30 min, (4) agreed to participate in the interview, (5) did not have a history of alcoholism, drug addiction, dementia, severe cognitive impairment or other diagnosed mental illnesses and (6) did not have severe hearing or communication problems.
After gaining relevant ethics approval from the Ethics Committee of National Cheng Kung University (NCKU HREC-E-106-230-2), the researchers contacted nurses at two LTC facilities in Tainan, Taiwan. The researchers made initial contact with the participants after potential participants were personally introduced by the nurses in charge in the facilities. During the first visit, the researcher described the purpose and what the participation involved. Those who expressed an interest to participate after the initial discussion were given detailed information about the study. The researchers obtained written consent before enrolling the participants in the study.
Data collection
Consistent with the objectives of the study, a semi-structured topic guide was developed based on an extensive review of the literature along with discussions with experts in the field. The literature review was instrumental in shaping the overall research question, identifying the key issues reported internationally and to tap them into culturally sensitive questions to understand the experiences of the participants. Broadly, the topic guide included questions on the reasons participants decided to move to a LTC facility, their experiences of relocation to the facility, their day-to-day activities, their likes and dislikes about the facility, and their reasons for continuing to live in the facility (Additional file
1). The face to face in-depth interviews took place in a quiet private room in the facility at a mutually convenient prearranged time. There was no one else present apart from the researcher and the participant during the interview, and the participants were encouraged to speak freely. All of the interviews were conducted by the first author (C-S Wu).
The interviews lasted between 60 and 90 min. To ensure credibility and to facilitate participants sharing their real-life experiences, the interviews were conducted either in Mandarin and Taiwanese as desired by participants. The researchers assured the participants that anything they said would be valued and kept in strict confidence. The researcher audio-recorded the interviews with permission from participants and took notes during the interviews. Data collection in this study continued until data saturation was reached when no new themes or concepts related to the topic emerged.
Analytical approach
A professional transcriptionist transcribed verbatim all of the audio recordings of interviews soon after the interview. The researcher checked the contents of the transcript within a day to prevent researcher memory bias. A continuous comparative analysis was adopted for analysis with the researchers starting the data analysis soon after the first interview and the subsequent analysis being performed simultaneously with the data collection [
36]. The analysis was done manually. The first stage of the analysis involved close reading of the interview transcripts several times to familiarize and identify the key themes emerging from the interviews. A line-by-line coding of the transcripts using a three-stage coding process involving open coding, axial coding and selective coding was performed [
36,
37] to identify and name concepts and categories and to determine their relationships. The coding and categorization was done using the computer program Word. The analysis was conducted by the two researchers with background in Nursing and experience in qualitative analysis. To minimize bias and maintain objectivity, the authors regularly. Discussed and evaluated the interview procedures, as well as compared, and jointly conceptualized the findings. The study’s scientific rigor was enhanced throughout the research process by constant evaluation of credibility, dependability, transferability, and confirmability [
38,
39]. The interviewers remained neutral and objective throughout the interview process by actively avoiding subjective judgments and encouraging participants to describe their experiences in detail.
Discussion
This paper builds on the evidence on the relocation experiences of the elderly to LTC facilities and explores in-depth the day-to-day experiences in the first 12 months following the relocation to the facility in Taiwan. As qualitative studies in Taiwan are relatively sparse on the topic, we have used existing studies from the country as well as the international literature to compare and contrast the findings as discussed in the following sections.
Four interrelated themes emerged in the study with respect to the experiences of adapting and settling in to the LTC facility: wish to minimize the burden, but stay connected with the family; perceived barriers to adaptation; valuing tailored care; and acceptance and engagement. Researchers have argued that relocation is a major life change for most elderly people [
40] and the accounts from participants in our study supported this view. In many cases, elderly people do not choose to live in LTC facilities voluntarily and as such may not be prepared for the change in circumstances [
32,
41,
42].
For the participants in our study, the decision to move to the LTC facility was mainly driven by the desire to avoid disrupting the lives of their family members, whom they were dependent upon, and this appeared to be a key motivating factor for their adaptation the life in LTC facility. All participants had long-term illnesses or health conditions that required access to round-the-clock care including provision of necessary medications and support for preventing falls and injuries, which were beyond the capacity of their family members to provide. Previous studies among Chinese elderly living in LTC facilities have shown that they were willing to compromise their own desires and wishes to maintain family harmony and they continued living in the facility hiding their own feelings and emotions even if they were unhappy [
41]. However, the notion of ‘forced choice’ as reported by family members of the elderly in Taiwan was less explicit in the accounts of our participants [
34].
Relocation to the LTC facility often resulted in the elderly to feel “cut off the root” as they left their homes, family members and friends [
35]. The participants in our study, desired to keep the connection with their friends and family members and to avoid alienating themselves from those who they were emotionally close. They choose LTC facilities nearer to their family home to keep this connection and to increase the frequency of family members’ visits. Continued relationships with family members and significant others is a key factor reported in studies internationally in facilitating transition to LTC facilities [
12,
34,
42‐
44]. Intimate interaction and communication with close relatives or friends diminished the feelings of isolation and loneliness experienced by the elderly when they moved into the facility [
35,
45]. This is of particular significance in the family-oriented culture of the Taiwanese society. The wish for their partner or spouse to come live in the facility and their efforts to communicate and interact with other residents in the LTC facility with the view of making friendships also strongly indicate the wish to avoid alienation.
Consistent with findings from other studies, we found that the barriers experienced by the elderly when they relocated to LTC facilities could originate from different factors [
17,
45,
46]. The elderly in our study felt threatened by their loss of autonomy and their ability to perform self-care; feeling of dislike and distrust of the care provider and facility; fear of neglect and concerns about overall safety from injuries and accidents; feelings of missing their home and families; unfamiliar or uncomfortable environment. The need for approaches to care in LTC facilities that facilitate autonomy whilst encouraging self-care has been highlighted in studies internationally [
11,
47]. The feelings of dislike and distrust of the care provider and facility and concerns about being neglected or being unsafe in the facility could be linked to negative perceptions of facility based care more generally. As LTC facilities offer a relatively new care model in Taiwan, there may be very little awareness among the elderly population in general about facility based care, and the elderly may find it difficult to develop a liking for the facility environment that may be perceived as strange or to have trust in the care provided by strangers. Although less explicit in the accounts of our participants, uncaring conversations by staff [
48] and a feeling of being forced to be co-operative with staff [
8] have been indicated as hindering factors for successful transition, and it has been suggested that sensible symbols will help foster the elderly’s trust in the care provided [
49]. Researchers have indicated that the physical design of the LTC facility influenced the residents’ activities and interactions [
50], and the design could be a hindrance or facilitator for smooth transition by way of establishing connections and relationships [
51]. The design of the care facility could also enable the elderly to pursue their interests and participate in activities and to have a sense of calm and peace [
38,
44,
50]. All our participants lived in shared rooms, but they wished for more personal space and less disturbance from their co-residents.
While the unfamiliar or uncomfortable environment of the LTC facility was a perceived barrier for adaptation for participants in the initial months, those who lived longer in the facility appeared to consider the LTC as a safe environment offering protection from falls and injuries along with the availability of staff to call upon in the event of an injury. While the views from our participants confirmed the important role that the elements of the design and physical infrastructure of the LTC facility played in the successful adaptation of the residents at various time points, the differing views in this regard indicated the need for further detailed longitudinal investigation in this area.
Overall, the perceived barriers to adaption reported by our participants suggest that allowing elderly people to choose the LTC facility, and, wherever possible, respecting their wishes to maintain autonomy in their day to day care and fostering trust in the care providers will have positive impacts on their adaptation to living in the facility. Although we were unable to draw clear patterns due to the relatively small samples, we noted that participants who lived in the facility longer expressed more positive responses.
While the fear of losing autonomy was a perceived barrier for successful adaptation as mentioned before, the provision of tailored care in accordance with individual needs was an aspect that was highlighted in our study as valuable to facilitate adaptation to the facility. This is in concurrence with conclusions of studies from Taiwan and other countries that approaches to care that did not consider individual preferences and the uniqueness of residents could be potential barriers to successful transition [
12,
34,
52]. LTC facilities should provide tailored care to assist residents in integrating [
35,
53]. Care providers assisting the elderly in their transition to a LTC facility tended to focus more on technical aspects, such as the physical aspects of the environment or the availability of equipment, rather than on psychological aspects such as the shock and distress that can be induced by major changes in living conditions following relocation [
54]. Our findings showed that in order to support older adults to adapt and integrate into an unfamiliar facility environment, the nursing staff as well as other care providers must provide appropriate emotional and supportive care. Lee (2010) reported the link between greater perceived emotional support from staff and better adjustment to relocation [
26]. Other studies have pointed out the role of interpersonal relationships between the elderly residents and the LTC staff as a potential barrier or facilitator for successful relocation to the LTC facility [
12,
27,
55]. Alongside the provision of professional health care, aspects such as cordial greetings, proactive enquiries about physical comfort were all perceived as valuable in alleviating the fears and anxieties of the elderly and to help them feel relaxed and safe in LTC facilities [
53,
54,
56]. Researchers have suggested that evidence based staff training programmes aimed at advancing further understanding and enhancement of the relocation transition that enables choice, independence and self-identity for the elderly should be a component of intervention programme [
12].
The interest of our participants in leisure time activities indicated the importance of integrating and supporting active participation in individual and group based activities in an appropriate manner as part of their daily routine. Previous studies have argued that elderly people often expected caregivers to provide a convenient friendly environment with activities that were designed to support them physically, emotionally and spiritually ensuring that they were supported to lead a life that is meaningful [
45]. Relocation to the LTC facility can be considered successful when the resident considers it as a home [
57]. As a mark of successful adaptation and assimilation, some participants in our study viewed the LTC facility as their second home and envisaged themselves to be living in the facility for the rest of their lives. The perceptions of the LTC facility as ‘a new home’ or ‘almost like home, but without their families’ has been reported in previous studies implying that ‘home’ was viewed as a quality within the facility implying a home-like place to live [
9,
12,
58].
The study is one of the very few recent qualitative studies conducted on this topic in Taiwan and offer relevant insights to a range of stakeholders including practitioners, policy makers and future researchers. The qualitative methodology underpinned by a grounded theory approach facilitated the participants to freely express their experiences and views and enabled the researchers to deconstruct the meanings that are associated with the narratives. The study’s scientific rigor was enhanced through a number of measures as described in the methodology section. The study has certain limitations, however. As a qualitative study with a relatively small sample of 16 participants, the findings may not represent the views of all the elderly who have relocated to LTC facilities in Taiwan or elsewhere. The study only explored the experiences of those who had lived in the LTC facility for a period of 12 months or less with the majority of participants living in the facility for less than 6 months. Inadvertently, the sample comprised of more female participants with the majority aged over 80 years although there was no explicit indication of participants’ age affecting their perspectives.
Conclusion
With a growing ageing population, relocation of the elderly to LTC facilities appear to evolve as a key future trend in the care of the elderly. Supporting the elderly and their families towards making a peaceful and smooth transition is of considerable importance to health and well-being and our findings provide useful insights for policy and practice in this regard. Our findings suggest that relocation to the LTC facility is a dynamic process in the first year of their life in the facility, and involve a range of emotions, feelings and experiences starting from the time the decision is made. The adaptation of the elderly to the LTC facility can be maximized if the relocation is well planned with sustained opportunities to maintain involvement of the family members in care provision.
The relocation program should include a carefully formulated tailored care plan taking into account individual care needs based on discussions with the elderly people themselves and their family members. The plan should include identification of care needs based on detailed physiological and psychological assessments and considerations of unique personality characteristics and individual needs. This should be followed by continuous evaluation of changing needs once the elderly move into the facility. They should also be supported and encouraged to partake in day-to-day activities of the LTC facility including rehabilitative, restorative, and entertainment activities. It is likely that many elderly need round-the-clock care and this needs to be taken into active consideration while choosing the facility and in care planning. Moreover, adaptation of the elderly into the LTC facility can be maximized if the relocation is well planned with provisions for individually tailored care and family involvement.
Overall, although relocation to an LTC facility is challenging for most older adults, the elderly whose physical and psychological needs can adequately be met through relocation can benefit from this challenge if they integrate well and view the facility as another home. Further long term studies are need to explore the differing needs and experiences of the elderly at different stages in their lives as well as the nature of interventions to support ongoing interactions and engagement with the family members. Development and evaluations of interventions to support LTC staff to have positive relationships and meaningful interactions with the elderly as well as longitudinal investigations of how the design of the LTC facility facilitates or hinders adaptation are other areas for future research.
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