Skip to main content
Top
Published in: BMC Health Services Research 1/2013

Open Access 01-12-2013 | Research article

Case managers for older persons with multi-morbidity and their everyday work – a focused ethnography

Authors: Markus Gustafsson, Jimmie Kristensson, Göran Holst, Ania Willman, Doris Bohman

Published in: BMC Health Services Research | Issue 1/2013

Login to get access

Abstract

Background

Modern-day health systems are complex, making it difficult to assure continuity of care for older persons with multi-morbidity. One way of intervening in a health system that is leading to fragmented care is by utilising Case Management (CM). CM aims to improve co-ordination of healthcare and social services. To better understand and advance the development of CM, there is a need for additional research that provides rich descriptions of CM in practice. This knowledge is important as there could be unknown mechanisms, contextual or interpersonal, that contribute to the success or failure of a CM intervention. Furthermore, the CM intervention in this study is conducted in the context of the Swedish health system, which prior to this intervention was unfamiliar with this kind of coordinative service. The aim of this study was to explore the everyday work undertaken by case managers within a CM intervention, with a focus on their experiences.

Methods

The study design was qualitative and inductive, utilising a focused ethnographic approach. Data collection consisted of participant observations with field notes as well as a group interview and individual interviews with nine case managers, conducted in 2012/2013. The interviews were recorded, transcribed verbatim and subjected to thematic analysis.

Results

An overarching theme emerged from the data: Challenging current professional identity, with three sub-themes. The sub-themes were 1) Adjusting to familiar work in an unfamiliar role; 2) Striving to improve the health system through a new role; 3) Trust is vital to advocacy.

Conclusions

Findings from this study shed some light on the complexity of CM for older persons with multi-morbidity, as seen from the perspective of case managers. The findings illustrate how their everyday work as case managers represents a challenge to their current professional identity. These findings could help to understand and promote the development of CM models aimed at a population of older persons with complex health needs.
Appendix
Available only for authorised users
Literature
1.
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
2.
go back to reference Long MJ: Case management model or case manager type? That is the question. Health Care Manag (Frederick). 2002, 20: 53-65. Long MJ: Case management model or case manager type? That is the question. Health Care Manag (Frederick). 2002, 20: 53-65.
3.
go back to reference Oeseburg B, Wynia K, Middel B, Reijneveld SA: Effects of case management for frail older people or those with chronic illness: a systematic review. Nurs Res. 2009, 58: 201-210. 10.1097/NNR.0b013e3181a30941.CrossRefPubMed Oeseburg B, Wynia K, Middel B, Reijneveld SA: Effects of case management for frail older people or those with chronic illness: a systematic review. Nurs Res. 2009, 58: 201-210. 10.1097/NNR.0b013e3181a30941.CrossRefPubMed
4.
go back to reference Gravelle H, Dusheiko M, Sheaff R, Sargent P, Boaden R, Pickard S, Parker S, Roland M: Impact of case management (Evercare) on frail elderly patients: controlled before and after analysis of quantitative outcome data. BMJ. 2007, 334: 31-10.1136/bmj.39020.413310.55.CrossRefPubMed Gravelle H, Dusheiko M, Sheaff R, Sargent P, Boaden R, Pickard S, Parker S, Roland M: Impact of case management (Evercare) on frail elderly patients: controlled before and after analysis of quantitative outcome data. BMJ. 2007, 334: 31-10.1136/bmj.39020.413310.55.CrossRefPubMed
5.
go back to reference Naylor MD, Brooten D, Campbell R, Jacobsen BS, Mezey MD, Pauly MV, Schwartz JS: Comprehensive discharge planning and home follow-up of hospitalized elders: a randomized clinical trial. JAMA. 1999, 281: 613-620. 10.1001/jama.281.7.613.CrossRefPubMed Naylor MD, Brooten D, Campbell R, Jacobsen BS, Mezey MD, Pauly MV, Schwartz JS: Comprehensive discharge planning and home follow-up of hospitalized elders: a randomized clinical trial. JAMA. 1999, 281: 613-620. 10.1001/jama.281.7.613.CrossRefPubMed
6.
go back to reference Markle-Reid M, Weir R, Browne G, Roberts J, Gafni A, Henderson S: Health promotion for frail older home care clients. J Adv Nurs. 2006, 54: 381-395. 10.1111/j.1365-2648.2006.03817.x.CrossRefPubMed Markle-Reid M, Weir R, Browne G, Roberts J, Gafni A, Henderson S: Health promotion for frail older home care clients. J Adv Nurs. 2006, 54: 381-395. 10.1111/j.1365-2648.2006.03817.x.CrossRefPubMed
7.
go back to reference Swedish National Institute of Public Health: Healthy Ageing – A Challenge for Europe. 2007, Stockholm: Swedish National Institute of Public Health Swedish National Institute of Public Health: Healthy Ageing – A Challenge for Europe. 2007, Stockholm: Swedish National Institute of Public Health
8.
go back to reference Boyd CM, Darer J, Boult C, Fried LP, Boult L, Wu AW: Clinical practice guidelines and quality of care for older patients with multiple comorbid diseases: implications for pay for performance. JAMA. 2005, 294: 716-724. 10.1001/jama.294.6.716.CrossRefPubMed Boyd CM, Darer J, Boult C, Fried LP, Boult L, Wu AW: Clinical practice guidelines and quality of care for older patients with multiple comorbid diseases: implications for pay for performance. JAMA. 2005, 294: 716-724. 10.1001/jama.294.6.716.CrossRefPubMed
9.
go back to reference Marengoni A, Winblad B, Karp A, Fratiglioni L: Prevalence of chronic diseases and multimorbidity among the elderly population in Sweden. Am J Public Health. 2008, 98: 1198-1200. 10.2105/AJPH.2007.121137.CrossRefPubMedPubMedCentral Marengoni A, Winblad B, Karp A, Fratiglioni L: Prevalence of chronic diseases and multimorbidity among the elderly population in Sweden. Am J Public Health. 2008, 98: 1198-1200. 10.2105/AJPH.2007.121137.CrossRefPubMedPubMedCentral
10.
11.
go back to reference Summer Meranius M: PhD thesis. Era delar är min helhet – en studie om att vara äldre och multisjuk. 2010, Växjö, Sweden: Linnaeus University Summer Meranius M: PhD thesis. Era delar är min helhet – en studie om att vara äldre och multisjuk. 2010, Växjö, Sweden: Linnaeus University
12.
go back to reference Bayliss EA, Edwards AE, Steiner JF, Main DS: Processes of care desired by elderly patients with multimorbidities. Fam Pract. 2008, 25: 287-293. 10.1093/fampra/cmn040.CrossRefPubMedPubMedCentral Bayliss EA, Edwards AE, Steiner JF, Main DS: Processes of care desired by elderly patients with multimorbidities. Fam Pract. 2008, 25: 287-293. 10.1093/fampra/cmn040.CrossRefPubMedPubMedCentral
13.
go back to reference Westra BL, Cullen L, Brody D, Jump P, Geanon L, Milad E: Development of the home care client satisfaction instrument. Public Health Nurs. 1995, 12: 393-399. 10.1111/j.1525-1446.1995.tb00168.x.CrossRefPubMed Westra BL, Cullen L, Brody D, Jump P, Geanon L, Milad E: Development of the home care client satisfaction instrument. Public Health Nurs. 1995, 12: 393-399. 10.1111/j.1525-1446.1995.tb00168.x.CrossRefPubMed
14.
go back to reference Golden AG, Tewary S, Dang S, Roos BA: Care management’s challenges and opportunities to reduce the rapid rehospitalization of frail community-dwelling older adults. Gerontologist. 2010, 50: 451-458. 10.1093/geront/gnq015.CrossRefPubMed Golden AG, Tewary S, Dang S, Roos BA: Care management’s challenges and opportunities to reduce the rapid rehospitalization of frail community-dwelling older adults. Gerontologist. 2010, 50: 451-458. 10.1093/geront/gnq015.CrossRefPubMed
15.
go back to reference Swedish National Institute of Public Health: Anhöriga som ger omsorg till närstående – omfattning och konsekvenser. 2012, Stockholm: Swedish National Institute of Public Health Swedish National Institute of Public Health: Anhöriga som ger omsorg till närstående – omfattning och konsekvenser. 2012, Stockholm: Swedish National Institute of Public Health
16.
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: 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: 447-458. 10.1111/j.1365-2524.2009.00844.x.CrossRefPubMed
17.
go back to reference Case Management Society of America: Standards of Practice for Case Management. 2010, Little Rock, Arkansas: Case Management Society of America, 3 Case Management Society of America: Standards of Practice for Case Management. 2010, Little Rock, Arkansas: Case Management Society of America, 3
18.
go back to reference Zawadski RT, Eng C: Case management in capitated long-term care. Health Care Financ Rev. 1988, Spec No:75–81 Zawadski RT, Eng C: Case management in capitated long-term care. Health Care Financ Rev. 1988, Spec No:75–81
19.
go back to reference Capitman JA, Haskins B, Bernstein J: Case management approaches in coordinated community-oriented long-term care demonstrations. Gerontologist. 1986, 26: 398-404. 10.1093/geront/26.4.398.CrossRefPubMed Capitman JA, Haskins B, Bernstein J: Case management approaches in coordinated community-oriented long-term care demonstrations. Gerontologist. 1986, 26: 398-404. 10.1093/geront/26.4.398.CrossRefPubMed
20.
go back to reference Coleman EA, Parry C, Chalmers S, Min S-J: The care transitions intervention: results of a randomized controlled trial. Arch Intern Med. 2006, 166: 1822-1828. 10.1001/archinte.166.17.1822.CrossRefPubMed Coleman EA, Parry C, Chalmers S, Min S-J: The care transitions intervention: results of a randomized controlled trial. Arch Intern Med. 2006, 166: 1822-1828. 10.1001/archinte.166.17.1822.CrossRefPubMed
21.
go back to reference De Stampa M, Vedel I, Bergman H, Novella J-L, Lechowski L, Ankri J, Lapointe L: Opening the black box of clinical collaboration in integrated care models for frail, elderly patients. Gerontologist. 2013, 53: 313-325. 10.1093/geront/gns081.CrossRefPubMed De Stampa M, Vedel I, Bergman H, Novella J-L, Lechowski L, Ankri J, Lapointe L: Opening the black box of clinical collaboration in integrated care models for frail, elderly patients. Gerontologist. 2013, 53: 313-325. 10.1093/geront/gns081.CrossRefPubMed
22.
go back to reference Yau DCN, Leung ACT, Yeoh C-S, Chow NWS: Global case management: Hong Kong. Care for the hospital-discharged frail elders by nurse case managers: a process evaluation of a longitudinal case management service project. Lippincotts Case Manag. 2005, 10: 203-212.CrossRefPubMed Yau DCN, Leung ACT, Yeoh C-S, Chow NWS: Global case management: Hong Kong. Care for the hospital-discharged frail elders by nurse case managers: a process evaluation of a longitudinal case management service project. Lippincotts Case Manag. 2005, 10: 203-212.CrossRefPubMed
23.
go back to reference Mackenzie A, Lee DT, Dudley-Brown S, Chin TM: Case management in Hong Kong: evaluation of a pilot project in community nursing. J Clin Nurs. 1998, 7: 291-292. 10.1046/j.1365-2702.1998.00177.x.CrossRefPubMed Mackenzie A, Lee DT, Dudley-Brown S, Chin TM: Case management in Hong Kong: evaluation of a pilot project in community nursing. J Clin Nurs. 1998, 7: 291-292. 10.1046/j.1365-2702.1998.00177.x.CrossRefPubMed
24.
go back to reference Black K, Fauske J: Exploring influences on community-based case managers’ advance care planning practices: facilitators or barriers?. Home Health Care Serv Q. 2007, 26: 41-58. 10.1300/J027v26n02_03.CrossRefPubMed Black K, Fauske J: Exploring influences on community-based case managers’ advance care planning practices: facilitators or barriers?. Home Health Care Serv Q. 2007, 26: 41-58. 10.1300/J027v26n02_03.CrossRefPubMed
25.
go back to reference Skillen DL, Anderson MC, Knight CL: The created environment for physical assessment by case managers. West J Nurs Res. 2001, 23: 72-89. 10.1177/01939450122044961.CrossRefPubMed Skillen DL, Anderson MC, Knight CL: The created environment for physical assessment by case managers. West J Nurs Res. 2001, 23: 72-89. 10.1177/01939450122044961.CrossRefPubMed
26.
go back to reference Hallberg IR, Kristensson J: Preventive home care of frail older people: a review of recent case management studies. J Clin Nurs. 2004, 13: 112-120. 10.1111/j.1365-2702.2004.01054.x.CrossRefPubMed Hallberg IR, Kristensson J: Preventive home care of frail older people: a review of recent case management studies. J Clin Nurs. 2004, 13: 112-120. 10.1111/j.1365-2702.2004.01054.x.CrossRefPubMed
27.
go back to reference Cruz EV, Higginbottom G: The use of focused ethnography in nursing research. Nurse Res. 2013, 20: 36-43.CrossRefPubMed Cruz EV, Higginbottom G: The use of focused ethnography in nursing research. Nurse Res. 2013, 20: 36-43.CrossRefPubMed
28.
go back to reference Speziale HJS, Streubert HJS, Carpenter DR: Qualitative Research in Nursing: Advancing the Humanistic Imperative. 2011, Philadelphia: Lippincott Williams & Wilkins Speziale HJS, Streubert HJS, Carpenter DR: Qualitative Research in Nursing: Advancing the Humanistic Imperative. 2011, Philadelphia: Lippincott Williams & Wilkins
29.
go back to reference Morse JM: Critical Issues in Qualitative Research Methods. 1994, Thousand Oaks, Calif: SAGE Morse JM: Critical Issues in Qualitative Research Methods. 1994, Thousand Oaks, Calif: SAGE
31.
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 Polit DF, Beck CT: Nursing research : generating and assessing evidence for nursing practice. 2012, Philadelphia: Wolters Kluwer Health/Lippincott Williams & Wilkins
32.
go back to reference National Board of Health and Welfare: End of life care: The National Board of Health and Welfares assessment of the development in county council and municipal. 2006, Stockholm: National Board of Health and Welfare National Board of Health and Welfare: End of life care: The National Board of Health and Welfares assessment of the development in county council and municipal. 2006, Stockholm: National Board of Health and Welfare
33.
go back to reference Angrosino M: The SAGE Qualitative research kit 3 Doing ethnographic and observational research. 2007, London: SAGECrossRef Angrosino M: The SAGE Qualitative research kit 3 Doing ethnographic and observational research. 2007, London: SAGECrossRef
34.
go back to reference Kvale S: InterViews: learning the craft of qualitative research interviewing. 2009, Los Angeles: Sage Publications, 2 Kvale S: InterViews: learning the craft of qualitative research interviewing. 2009, Los Angeles: Sage Publications, 2
35.
go back to reference Morse JM, Field PA: Qualitative Research Methods for Health Professionals. 1995, Thousand Oaks, Calif: SAGE Morse JM, Field PA: Qualitative Research Methods for Health Professionals. 1995, Thousand Oaks, Calif: SAGE
36.
go back to reference Klein B: Transkribering är en analytisk akt. In Rig. 1990, 2:73: 41-66. Klein B: Transkribering är en analytisk akt. In Rig. 1990, 2:73: 41-66.
38.
go back to reference Adams K, Hean S, Sturgis P, Clark JM: Investigating the factors influencing professional identity of first-year health and social care students. Learn Health Soc Care. 2006, 5: 55-68. 10.1111/j.1473-6861.2006.00119.x.CrossRef Adams K, Hean S, Sturgis P, Clark JM: Investigating the factors influencing professional identity of first-year health and social care students. Learn Health Soc Care. 2006, 5: 55-68. 10.1111/j.1473-6861.2006.00119.x.CrossRef
39.
go back to reference Hotho S: Professional identity – product of structure, product of choice: linking changing professional identity and changing professions. J Organ Chang Manag. 2008, 21: 721-742. 10.1108/09534810810915745.CrossRef Hotho S: Professional identity – product of structure, product of choice: linking changing professional identity and changing professions. J Organ Chang Manag. 2008, 21: 721-742. 10.1108/09534810810915745.CrossRef
40.
go back to reference Pratt MG, Rockmann KW, Kaufmann JB: Constructing professional identity: the role of work and identity learning cycles in the customization of identity among medical residents. Acad Manage J. 2006, 49: 235-262. 10.5465/AMJ.2006.20786060.CrossRef Pratt MG, Rockmann KW, Kaufmann JB: Constructing professional identity: the role of work and identity learning cycles in the customization of identity among medical residents. Acad Manage J. 2006, 49: 235-262. 10.5465/AMJ.2006.20786060.CrossRef
41.
go back to reference Clarke DM, Hyde A, Drennan J: Professional identity in higher education. The Academic Profession in Europe: New Tasks and New Challenges. Edited by: Kehm BM, Teichler U. 2013, Netherlands: Springer, 7-21.CrossRef Clarke DM, Hyde A, Drennan J: Professional identity in higher education. The Academic Profession in Europe: New Tasks and New Challenges. Edited by: Kehm BM, Teichler U. 2013, Netherlands: Springer, 7-21.CrossRef
42.
go back to reference Batalden PB, Davidoff F: What is “quality improvement” and how can it transform healthcare?. Qual Saf Health Care. 2007, 16: 2-3. 10.1136/qshc.2006.022046.CrossRefPubMedPubMedCentral Batalden PB, Davidoff F: What is “quality improvement” and how can it transform healthcare?. Qual Saf Health Care. 2007, 16: 2-3. 10.1136/qshc.2006.022046.CrossRefPubMedPubMedCentral
43.
go back to reference Cronenwett L, Sherwood G, Barnsteiner J, Disch J, Johnson J, Mitchell P, Sullivan DT, Warren J: Quality and Safety Education for Nurses. Nurs Outlook. 2007, 55: 122-131. 10.1016/j.outlook.2007.02.006.CrossRefPubMed Cronenwett L, Sherwood G, Barnsteiner J, Disch J, Johnson J, Mitchell P, Sullivan DT, Warren J: Quality and Safety Education for Nurses. Nurs Outlook. 2007, 55: 122-131. 10.1016/j.outlook.2007.02.006.CrossRefPubMed
44.
go back to reference van Bokhoven MA, Kok G, van der Weijden T: Designing a quality improvement intervention: a systematic approach. Qual Saf Health Care. 2003, 12: 215-220. 10.1136/qhc.12.3.215.CrossRefPubMedPubMedCentral van Bokhoven MA, Kok G, van der Weijden T: Designing a quality improvement intervention: a systematic approach. Qual Saf Health Care. 2003, 12: 215-220. 10.1136/qhc.12.3.215.CrossRefPubMedPubMedCentral
45.
go back to reference Thor J, Wittlöv K, Herrlin B, Brommels M, Svensson O, Skår J, Øvretveit J: Learning helpers: how they facilitated improvement and improved facilitation–lessons from a hospital-wide quality improvement initiative. Qual Manag Health Care. 2004, 13: 60-74. 10.1097/00019514-200401000-00006.CrossRefPubMed Thor J, Wittlöv K, Herrlin B, Brommels M, Svensson O, Skår J, Øvretveit J: Learning helpers: how they facilitated improvement and improved facilitation–lessons from a hospital-wide quality improvement initiative. Qual Manag Health Care. 2004, 13: 60-74. 10.1097/00019514-200401000-00006.CrossRefPubMed
46.
go back to reference Shojania KG, Grimshaw JM: Evidence-based quality improvement: the state of the science. Health Aff. 2005, 24: 138-150. 10.1377/hlthaff.24.1.138.CrossRef Shojania KG, Grimshaw JM: Evidence-based quality improvement: the state of the science. Health Aff. 2005, 24: 138-150. 10.1377/hlthaff.24.1.138.CrossRef
47.
go back to reference Lukas CV, Holmes SK, Cohen AB, Restuccia J, Cramer IE, Shwartz M, Charns MP: Transformational change in health care systems: an organizational model. Health Care Manage Rev. 2007, 32: 309-320. 10.1097/01.HMR.0000296785.29718.5d.CrossRefPubMed Lukas CV, Holmes SK, Cohen AB, Restuccia J, Cramer IE, Shwartz M, Charns MP: Transformational change in health care systems: an organizational model. Health Care Manage Rev. 2007, 32: 309-320. 10.1097/01.HMR.0000296785.29718.5d.CrossRefPubMed
48.
go back to reference Creswell JW: Qualitative Inquiry and Research Design: Choosing Among Five Approaches. 2012, Thousand Oaks: SAGE Publications Creswell JW: Qualitative Inquiry and Research Design: Choosing Among Five Approaches. 2012, Thousand Oaks: SAGE Publications
49.
go back to reference Flick U: Managing Quality in Qualitative Research. 2007, Thousand Oaks, Calif: SAGECrossRef Flick U: Managing Quality in Qualitative Research. 2007, Thousand Oaks, Calif: SAGECrossRef
Metadata
Title
Case managers for older persons with multi-morbidity and their everyday work – a focused ethnography
Authors
Markus Gustafsson
Jimmie Kristensson
Göran Holst
Ania Willman
Doris Bohman
Publication date
01-12-2013
Publisher
BioMed Central
Published in
BMC Health Services Research / Issue 1/2013
Electronic ISSN: 1472-6963
DOI
https://doi.org/10.1186/1472-6963-13-496

Other articles of this Issue 1/2013

BMC Health Services Research 1/2013 Go to the issue