Skip to main content
Top
Published in: BMC Health Services Research 1/2014

Open Access 01-12-2014 | Research article

Case management for frail older people – a qualitative study of receivers’ and providers’ experiences of a complex intervention

Authors: Magnus Sandberg, Ulf Jakobsson, Patrik Midlöv, Jimmie Kristensson

Published in: BMC Health Services Research | Issue 1/2014

Login to get access

Abstract

Background

Case management interventions have been widely used in the care of frail older people. Such interventions often contain components that may act both independently of each other and interdependently, which makes them complex and challenging to evaluate. Qualitative research is needed for complex interventions to explore barriers and facilitators, and to understand the intervention’s components. The objective of this study was to explore frail older people's and case managers’ experiences of a complex case management intervention.

Methods

The study had a qualitative explorative design and interviews with participants (age 75-95 years), who had received the case management intervention and six case managers who had performed the intervention were conducted. The data were subjected to content analysis.

Results

The analysis gave two content areas: providing/receiving case management as a model and working as, or interacting with, a case manager as a professional. The results constituted four categories: (1 and 2) case management as entering a new professional role and the case manager as a coaching guard, as seen from the provider’s perspective; and (3 and 4) case management as a possible additional resource and the case manager as a helping hand, as seen from the receiver’s perspective.

Conclusions

The new professional role could be experienced as both challenging and as a barrier. Continuous professional support is seemingly needed for implementation. Mutual confidence and the participants experiencing trust, continuity and security were important elements and an important prerequisite for the case manager to perform the intervention. It was obvious that some older persons had unfulfilled needs that the ordinary health system was unable to meet. The case manager was seemingly able to fulfil some of these needs and was experienced as a valuable complement to the existing health system.
Literature
2.
go back to reference Kurtz LF, Bagarozzi DA, Pollane LP: Case management in mental health. Health Soc Work. 1984, 9 (3): 201-211.PubMed Kurtz LF, Bagarozzi DA, Pollane LP: Case management in mental health. Health Soc Work. 1984, 9 (3): 201-211.PubMed
3.
go back to reference Toseland RW, O'Donnell JC, Engelhardt JB, Hendler SA, Richie JT, Jue D: Outpatient geriatric evaluation and management. Results of a randomized trial. Med Care. 1996, 34 (6): 624-640. 10.1097/00005650-199606000-00011.CrossRefPubMed Toseland RW, O'Donnell JC, Engelhardt JB, Hendler SA, Richie JT, Jue D: Outpatient geriatric evaluation and management. Results of a randomized trial. Med Care. 1996, 34 (6): 624-640. 10.1097/00005650-199606000-00011.CrossRefPubMed
4.
go back to reference Björkman T: Case management for individuals with severe mental illness: a process-outcome study of ten pilot services in Sweden. PhD thesis. 2000, Lund University: Department of Clinical Neuroscience Björkman T: Case management for individuals with severe mental illness: a process-outcome study of ten pilot services in Sweden. PhD thesis. 2000, Lund University: Department of Clinical Neuroscience
5.
go back to reference Case Management Society of America: Standards of Practice for Case Management. 2010, Little Rock: Case Management Society of America, 3 Case Management Society of America: Standards of Practice for Case Management. 2010, Little Rock: Case Management Society of America, 3
6.
go back to reference Low LF, Yap M, Brodaty H: A systematic review of different models of home and community care services for older persons. BMC Health Serv Res. 2011, 11: 93-10.1186/1472-6963-11-93.CrossRefPubMedPubMedCentral Low LF, Yap M, Brodaty H: A systematic review of different models of home and community care services for older persons. BMC Health Serv Res. 2011, 11: 93-10.1186/1472-6963-11-93.CrossRefPubMedPubMedCentral
7.
go back to reference Eklund K, Wilhelmson K: Outcomes of coordinated and integrated interventions targeting frail elderly people: a systematic review of randomised controlled trials. Health Soc Care Community. 2009, 17 (5): 447-458. 10.1111/j.1365-2524.2009.00844.x.CrossRefPubMed Eklund K, Wilhelmson K: Outcomes of coordinated and integrated interventions targeting frail elderly people: a systematic review of randomised controlled trials. Health Soc Care Community. 2009, 17 (5): 447-458. 10.1111/j.1365-2524.2009.00844.x.CrossRefPubMed
8.
go back to reference Markle-Reid M, Browne G, Weir R, Gafni A, Roberts J, Henderson SR: The effectiveness and efficiency of home-based nursing health promotion for older people: a review of the literature. Med Care Res Rev. 2006, 63 (5): 531-569. 10.1177/1077558706290941.CrossRefPubMed Markle-Reid M, Browne G, Weir R, Gafni A, Roberts J, Henderson SR: The effectiveness and efficiency of home-based nursing health promotion for older people: a review of the literature. Med Care Res Rev. 2006, 63 (5): 531-569. 10.1177/1077558706290941.CrossRefPubMed
9.
go back to reference Farquhar MC, Ewing G, Booth S: Using mixed methods to develop and evaluate complex interventions in palliative care research. Palliat Med. 2011, 25 (8): 748-757. 10.1177/0269216311417919.CrossRefPubMed Farquhar MC, Ewing G, Booth S: Using mixed methods to develop and evaluate complex interventions in palliative care research. Palliat Med. 2011, 25 (8): 748-757. 10.1177/0269216311417919.CrossRefPubMed
10.
go back to reference Grol R, Baker R, Moss F: Quality Improvment Research: Understandning the science of change in health care. 2004, London: BMJ Books Grol R, Baker R, Moss F: Quality Improvment Research: Understandning the science of change in health care. 2004, London: BMJ Books
11.
go back to reference Brown K, Stainer K, Stewart J, Clacy R, Parker S: Older people with complex long-term health conditions. Their views on the community matron service: a qualitative study. Quality in primary care. 2008, 16 (6): 409-417.PubMed Brown K, Stainer K, Stewart J, Clacy R, Parker S: Older people with complex long-term health conditions. Their views on the community matron service: a qualitative study. Quality in primary care. 2008, 16 (6): 409-417.PubMed
12.
go back to reference Nelson JM, Arnold-Powers P: Community case management for frail, elderly clients: the nurse case manager's role. J Nurs Adm. 2001, 31 (9): 444-450. 10.1097/00005110-200109000-00011.CrossRefPubMed Nelson JM, Arnold-Powers P: Community case management for frail, elderly clients: the nurse case manager's role. J Nurs Adm. 2001, 31 (9): 444-450. 10.1097/00005110-200109000-00011.CrossRefPubMed
13.
go back to reference Sargent P, Pickard S, Sheaff R, Boaden R: Patient and carer perceptions of case management for long-term conditions. Health Soc Care Community. 2007, 15 (6): 511-519. 10.1111/j.1365-2524.2007.00708.x.CrossRefPubMed Sargent P, Pickard S, Sheaff R, Boaden R: Patient and carer perceptions of case management for long-term conditions. Health Soc Care Community. 2007, 15 (6): 511-519. 10.1111/j.1365-2524.2007.00708.x.CrossRefPubMed
14.
go back to reference Folstein MF, Folstein SE, McHugh PR: "Mini-mental state". A practical method for grading the cognitive state of patients for the clinician. J Psychiatr Res. 1975, 12 (3): 189-198. 10.1016/0022-3956(75)90026-6.CrossRefPubMed Folstein MF, Folstein SE, McHugh PR: "Mini-mental state". A practical method for grading the cognitive state of patients for the clinician. J Psychiatr Res. 1975, 12 (3): 189-198. 10.1016/0022-3956(75)90026-6.CrossRefPubMed
15.
go back to reference Mungas D: In-office mental status testing: a practical guide. Geriatrics. 1991, 46 (7): 54-58. 63, 66PubMed Mungas D: In-office mental status testing: a practical guide. Geriatrics. 1991, 46 (7): 54-58. 63, 66PubMed
16.
go back to reference Polit DF, Beck CT: Nursing research: generating and assessing evidence for nursing practice. 2012, Philadelphia: Wolters Kluwer Health/Lippincott Williams & Wilkins, 9 Polit DF, Beck CT: Nursing research: generating and assessing evidence for nursing practice. 2012, Philadelphia: Wolters Kluwer Health/Lippincott Williams & Wilkins, 9
17.
go back to reference Kristensson J, Ekwall AK, Jakobsson U, Midlov P, Hallberg IR: Case managers for frail older people: a randomised controlled pilot study. Scand J Caring Sci. 2010, 24 (4): 755-763. 10.1111/j.1471-6712.2010.00773.x.CrossRefPubMed Kristensson J, Ekwall AK, Jakobsson U, Midlov P, Hallberg IR: Case managers for frail older people: a randomised controlled pilot study. Scand J Caring Sci. 2010, 24 (4): 755-763. 10.1111/j.1471-6712.2010.00773.x.CrossRefPubMed
18.
go back to reference Medical Research Council: A framework for development and evaluation of RCTs for complex interventions to improve health. 2000, London: Medical Research Council Medical Research Council: A framework for development and evaluation of RCTs for complex interventions to improve health. 2000, London: Medical Research Council
19.
go back to reference Sandberg M: Case management for frail older people. Effects on healthcare utilisation, cost in relation to utility, and experiences of the intervention. PhD thesis. 2013, Lund University: Department of Health Sciences Sandberg M: Case management for frail older people. Effects on healthcare utilisation, cost in relation to utility, and experiences of the intervention. PhD thesis. 2013, Lund University: Department of Health Sciences
20.
go back to reference Kvale S, Brinkmann S: Interviews, Learning the craft of qualitative research interviewing. 2009, London: SAGE Publications, 2 Kvale S, Brinkmann S: Interviews, Learning the craft of qualitative research interviewing. 2009, London: SAGE Publications, 2
21.
go back to reference Berg B: Qualitative research methods for the social sciences. 2004, Boston: Allyn and Bacon Berg B: Qualitative research methods for the social sciences. 2004, Boston: Allyn and Bacon
22.
go back to reference Graneheim UH, Lundman B: Qualitative content analysis in nursing research: concepts, procedures and measures to achieve trustworthiness. Nurse Educ Today. 2004, 24 (2): 105-112. 10.1016/j.nedt.2003.10.001.CrossRefPubMed Graneheim UH, Lundman B: Qualitative content analysis in nursing research: concepts, procedures and measures to achieve trustworthiness. Nurse Educ Today. 2004, 24 (2): 105-112. 10.1016/j.nedt.2003.10.001.CrossRefPubMed
23.
go back to reference McCormack B: Person-centredness in gerontological nursing: an overview of the literature. J Clin Nurs. 2004, 13 (3a): 31-38.CrossRefPubMed McCormack B: Person-centredness in gerontological nursing: an overview of the literature. J Clin Nurs. 2004, 13 (3a): 31-38.CrossRefPubMed
24.
go back to reference Mechanic D: The functions and limitations of trust in the provision of medical care. J Health Polit Policy Law. 1998, 23 (4): 661-686.CrossRefPubMed Mechanic D: The functions and limitations of trust in the provision of medical care. J Health Polit Policy Law. 1998, 23 (4): 661-686.CrossRefPubMed
25.
go back to reference Thorne SE, Robinson CA: Reciprocal trust in health care relationships. J Adv Nurs. 1988, 13 (6): 782-789. 10.1111/j.1365-2648.1988.tb00570.x.CrossRefPubMed Thorne SE, Robinson CA: Reciprocal trust in health care relationships. J Adv Nurs. 1988, 13 (6): 782-789. 10.1111/j.1365-2648.1988.tb00570.x.CrossRefPubMed
26.
go back to reference Lee YY, Lin JL: Linking patients' trust in physicians to health outcomes. Brit J Hospital Med (London, England : 2005). 2008, 69 (1): 42-46.CrossRef Lee YY, Lin JL: Linking patients' trust in physicians to health outcomes. Brit J Hospital Med (London, England : 2005). 2008, 69 (1): 42-46.CrossRef
27.
go back to reference Hall MA, Dugan E, Zheng B, Mishra AK: Trust in physicians and medical institutions: what is it, can it be measured, and does it matter?. Milbank Q. 2001, 79 (4): 613-639. 10.1111/1468-0009.00223. vCrossRefPubMedPubMedCentral Hall MA, Dugan E, Zheng B, Mishra AK: Trust in physicians and medical institutions: what is it, can it be measured, and does it matter?. Milbank Q. 2001, 79 (4): 613-639. 10.1111/1468-0009.00223. vCrossRefPubMedPubMedCentral
28.
go back to reference Waibel S, Henao D, Aller MB, Vargas I, Vazquez ML: What do we know about patients' perceptions of continuity of care? A meta-synthesis of qualitative studies. Int J Qual Health Care. 2012, 24 (1): 39-48. 10.1093/intqhc/mzr068.CrossRefPubMed Waibel S, Henao D, Aller MB, Vargas I, Vazquez ML: What do we know about patients' perceptions of continuity of care? A meta-synthesis of qualitative studies. Int J Qual Health Care. 2012, 24 (1): 39-48. 10.1093/intqhc/mzr068.CrossRefPubMed
29.
go back to reference Baker R, Boulton M, Windridge K, Tarrant C, Bankart J, Freeman GK: Interpersonal continuity of care: a cross-sectional survey of primary care patients' preferences and their experiences. Br J Gen Pract. 2007, 57 (537): 283-289.PubMedPubMedCentral Baker R, Boulton M, Windridge K, Tarrant C, Bankart J, Freeman GK: Interpersonal continuity of care: a cross-sectional survey of primary care patients' preferences and their experiences. Br J Gen Pract. 2007, 57 (537): 283-289.PubMedPubMedCentral
30.
go back to reference McCormack B, Karlsson B, Dewing J, Lerdal A: Exploring person-centredness: a qualitative meta-synthesis of four studies. Scand J Caring Sci. 2010, 24 (3): 620-634. 10.1111/j.1471-6712.2010.00814.x.CrossRefPubMed McCormack B, Karlsson B, Dewing J, Lerdal A: Exploring person-centredness: a qualitative meta-synthesis of four studies. Scand J Caring Sci. 2010, 24 (3): 620-634. 10.1111/j.1471-6712.2010.00814.x.CrossRefPubMed
31.
go back to reference Preston C, Cheater F, Baker R, Hearnshaw H: Left in limbo: patients' views on care across the primary/secondary interface. Qual Health Care. 1999, 8 (1): 16-21. 10.1136/qshc.8.1.16.CrossRefPubMedPubMedCentral Preston C, Cheater F, Baker R, Hearnshaw H: Left in limbo: patients' views on care across the primary/secondary interface. Qual Health Care. 1999, 8 (1): 16-21. 10.1136/qshc.8.1.16.CrossRefPubMedPubMedCentral
32.
33.
go back to reference You EC, Dunt D, Doyle C, Hsueh A: Effects of case management in community aged care on client and carer outcomes: a systematic review of randomized trials and comparative observational studies. BMC Health Serv Res. 2012, 12: 395-10.1186/1472-6963-12-395.CrossRefPubMedPubMedCentral You EC, Dunt D, Doyle C, Hsueh A: Effects of case management in community aged care on client and carer outcomes: a systematic review of randomized trials and comparative observational studies. BMC Health Serv Res. 2012, 12: 395-10.1186/1472-6963-12-395.CrossRefPubMedPubMedCentral
34.
go back to reference Hebert R, Raiche M, Dubois MF, Gueye NR, Dubuc N, Tousignant M: Impact of PRISMA, a coordination-type integrated service delivery system for frail older people in Quebec (Canada): A quasi-experimental study. J Gerontol B Psychol Sci Soc Sci. 2010, 65B (1): 107-118. 10.1093/geronb/gbp027.CrossRefPubMed Hebert R, Raiche M, Dubois MF, Gueye NR, Dubuc N, Tousignant M: Impact of PRISMA, a coordination-type integrated service delivery system for frail older people in Quebec (Canada): A quasi-experimental study. J Gerontol B Psychol Sci Soc Sci. 2010, 65B (1): 107-118. 10.1093/geronb/gbp027.CrossRefPubMed
35.
go back to reference Russell M, Roe B, Beech R, Russell W: Service developments for managing people with long-term conditions using case management approaches, an example from the UK. Int J Integr Care. 2009, 9: e02.CrossRefPubMedPubMedCentral Russell M, Roe B, Beech R, Russell W: Service developments for managing people with long-term conditions using case management approaches, an example from the UK. Int J Integr Care. 2009, 9: e02.CrossRefPubMedPubMedCentral
36.
go back to reference Ellefsen B: Dependency as disadvantage - patients' experiences. Scand J Caring Sci. 2002, 16 (2): 157-164. 10.1046/j.1471-6712.2002.00073.x.CrossRefPubMed Ellefsen B: Dependency as disadvantage - patients' experiences. Scand J Caring Sci. 2002, 16 (2): 157-164. 10.1046/j.1471-6712.2002.00073.x.CrossRefPubMed
37.
go back to reference Strandberg G, Astrom G, Norberg A: Struggling to be/show oneself valuable and worthy to get care. One aspect of the meaning of being dependent on care–a study of one patient, his wife and two of his professional nurses. Scand J Caring Sci. 2002, 16 (1): 43-51. 10.1046/j.1471-6712.2002.00053.x.CrossRefPubMed Strandberg G, Astrom G, Norberg A: Struggling to be/show oneself valuable and worthy to get care. One aspect of the meaning of being dependent on care–a study of one patient, his wife and two of his professional nurses. Scand J Caring Sci. 2002, 16 (1): 43-51. 10.1046/j.1471-6712.2002.00053.x.CrossRefPubMed
38.
go back to reference Strandberg G, Norberg A, Jansson L: Meaning of dependency on care as narrated by 10 patients. Res Theory Nurs Prac. 2003, 17 (1): 65-84. 10.1891/rtnp.17.1.65.53170.CrossRef Strandberg G, Norberg A, Jansson L: Meaning of dependency on care as narrated by 10 patients. Res Theory Nurs Prac. 2003, 17 (1): 65-84. 10.1891/rtnp.17.1.65.53170.CrossRef
39.
go back to reference Chapman L, Smith A, Williams V, Oliver D: Community matrons: primary care professionals' views and experiences. J Adv Nurs. 2009, 65 (8): 1617-1625. 10.1111/j.1365-2648.2009.05002.x.CrossRefPubMed Chapman L, Smith A, Williams V, Oliver D: Community matrons: primary care professionals' views and experiences. J Adv Nurs. 2009, 65 (8): 1617-1625. 10.1111/j.1365-2648.2009.05002.x.CrossRefPubMed
40.
go back to reference Schumacher KL, Meleis AI: Transitions: a central concept in nursing. Image J Nurs Sch. 1994, 26 (2): 119-127. 10.1111/j.1547-5069.1994.tb00929.x.CrossRefPubMed Schumacher KL, Meleis AI: Transitions: a central concept in nursing. Image J Nurs Sch. 1994, 26 (2): 119-127. 10.1111/j.1547-5069.1994.tb00929.x.CrossRefPubMed
41.
go back to reference Reimanis CL, Cohen EL, Redman R: Nurse case manager role attributes: fifteen years of evidence-based literature. Lippincotts Case Manag. 2001, 6 (6): 230-239. 10.1097/00129234-200111000-00002. quiz 240-232CrossRefPubMed Reimanis CL, Cohen EL, Redman R: Nurse case manager role attributes: fifteen years of evidence-based literature. Lippincotts Case Manag. 2001, 6 (6): 230-239. 10.1097/00129234-200111000-00002. quiz 240-232CrossRefPubMed
42.
go back to reference Rosser M, King L: Transition experiences of qualified nurses moving into hospice nursing. J Adv Nurs. 2003, 43 (2): 206-215. 10.1046/j.1365-2648.2003.02695.x.CrossRefPubMed Rosser M, King L: Transition experiences of qualified nurses moving into hospice nursing. J Adv Nurs. 2003, 43 (2): 206-215. 10.1046/j.1365-2648.2003.02695.x.CrossRefPubMed
43.
go back to reference Lincoln YS, Guba EG: Naturalistic Inquiry. 1985, Newbury Park, CA: Sage Publications Lincoln YS, Guba EG: Naturalistic Inquiry. 1985, Newbury Park, CA: Sage Publications
Metadata
Title
Case management for frail older people – a qualitative study of receivers’ and providers’ experiences of a complex intervention
Authors
Magnus Sandberg
Ulf Jakobsson
Patrik Midlöv
Jimmie Kristensson
Publication date
01-12-2014
Publisher
BioMed Central
Published in
BMC Health Services Research / Issue 1/2014
Electronic ISSN: 1472-6963
DOI
https://doi.org/10.1186/1472-6963-14-14

Other articles of this Issue 1/2014

BMC Health Services Research 1/2014 Go to the issue