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    FAMILYCAREGIVERS

    KYNA B. DAVID

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    FAMILY CAREGIVERS

    Familyis a cultural, legal, sociological, and individually

    defined concept. Traditional definitions of family include

    what we refer to as a:

    nuclear family

    father,

    mother, and one or morechildren

    extended family, which adds grandparents, aunts,

    uncles, and cousins.

    Today, blended families (those with parents who are ontheir second or more marriages with children from

    previous marriages), as well as single-parent families,

    same-sex families, and families that are childless by

    choice, are more common.

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    FAMILY CAREGIVERS

    There are several definitions of family in the literature,

    which describe the structure, function, interactions, and

    symbolism of family.

    First, structuraldefinitions describe families based onmembership and relationships between family

    members.

    second category for defining families is functional.

    !f the function of families is to procreate and thennurture children, then the evaluation of family function

    is based on the number of children born within the

    family.

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    FAMILY CAREGIVERS

    third category of definitions of family is based on interactions

    within the family group. !t loo"s at the role of family members,

    the power dynamics within the family, and how family members

    relate to each other. This broad category would allow for wor"

    groups or societies to be defined as family as well as a group offriends who view themselves as a family

    Finally, the last category of family definitions is a symbolic

    representation and is defined by the individual family using

    stories or symbols to defi ne membership. For example, the

    family may be defined through its generational ownership of ahome in which many family members have been born and died.

    The symbolic representation of a family may be also related to a

    piece of land on which the family has lived or wor"ed for

    decades and which represents the experience and livelihood of

    the whole family.

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    FAMILY CAREGIVERS

    There are many different types of family groups based on

    the structure, including (#olicy !nstitute for Family

    !mpact $eminars, %&'):

    couples without dependent children (married andunmarried)

    single-parent families (never married, separated,

    divorced, or widowed)

    two-parent family household (not married, firstmarriage, and secondthird marriage)

    foster families

    adoptive families

    estranged families

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    FAMILY CAREGIVERS

    nuclear, extended, or multigenerational households

    none/one/two/multiple wage earners

    living apart together families

    The type of family groups varies by socioeconomiccharacteristics, such as:

    education level

    income level

    !n addition, there are seven family life cycle stages, which

    vary by family type, including families with:

    no children

    infants and preschoolers

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    FAMILY CAREGIVERS

    school-age children

    dolescents

    no dependent children

    elderly dependents elderly dependents with adult childrengrandchildren.

    Family groups also vary by the:

    ethnicracialcultural bac"ground

    religion, informal social networ" (friends and neighbors) relationships to community

    the area where they live:

    *ural

    $uburban

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    FAMILY CAREGIVERS

    +rban

    yths about the family may influence health

    professionals assumptions, beliefs, and expectations

    related to families and their interactions within thehealth care system.

    The first is that family members have the best

    interests of the patient at heart. This assumption

    persists in the face of reports of domestic violence,

    elder and child abuse, neglect, and abandonment.

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    FAMILY CAREGIVERS

    The second is the belief that children, especially

    female children, have an obligation to care for

    chronically ill or impaired family members,

    especially elders. This expectation is shared by family,medical providers, and cultural norms, irrespective of

    the burden this places on the individual, without

    recognition of their additional or other family and

    wor" responsibilities.

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    DEFINITIONS OF FAMILY ANDFAMILY

    CAREGIVERS familymay be defined as two or more people who havecome together for a self-defined common purpose (+.$.

    ensus /ureau, %&&'). That purpose:

    may be procreation may be simple companionship, but the persons

    involved view themselves as family with the bonds

    and responsibilities one expects from a family of

    origin or blood relationship. family caregiver is a member of this family who has

    chosen or who has been designated as the caregiver for

    one or more family members who cannot manage normal

    activities of daily living without help.

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    DEFINITIONS OF FAMILY ANDFAMILY

    CAREGIVERS There are several definitions of family caregivers, such as: Family (informal caregiver is any relative, partner, friend,

    or neighbor who has a significant personal relationship

    with, and provides a broad range of assistance for, an

    individual with an acute, chronic, or disabling condition.

    These individuals may be primary or secondary caregivers

    and live with, or separately from, the person receiving care

    (Family aregiver lliance, %&'b).

    Family caregiver is someone who is responsible forattending to the daily needs of another person. 0e or she is

    responsible for the physical, emotional, and often financial

    support of another person who is unable to care for himself

    or herself due to illness, in1ury, or disability (2ationallliance for are ivin %&' .

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    DEFINITIONS OF FAMILY ANDFAMILY

    CAREGIVERS There are also formal caregivers who are either trainedand paid for their services, or who serve as volunteers to

    care for an individual. Formal caregivers may include

    home health care providers, or other professionals orvolunteers (Family aregiver lliance, %&'b3 2ational

    lliance for aregiving, %&').

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    Statistics Related toFamily Caregivig

    The typical recipient of care is a relative (!"#, including a

    parent ($"# or a child (%.

    The recipients of care are primarily female ("'#, with an

    average age of 4' years. $eventy percent of the carerecipients are adults, 5& years or older.

    l)heimer*s disease or dementia is the main problem for

    caregivers ('%6 in %&&7).

    The average period of caregiving is &." years, with '6 ofcaregivers caring for their loved one for more than 5 years.

    The average caregiving time is '+.& hr/wee female

    caregivers spend more caregiving time than do male

    caregivers (%'.7 vs. '8.9 hrwee"3 2ational lliance foraregiving in collaboration with *#, %&&7).

    T! " d d " $t

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    T!e "#rdes ad "ee$tso% Family

    Caregivig Family caregivers provide extraordinary uncompensatedcare, which is physically, emotionally, socially, and

    financially demanding.

    The caregiving role begins immediately at the point ofdiagnosis and continues over the illness tra1ectory (iven,

    iven, ; $herwood, %&'%) with needs for information

    about care and the patients disease ($ta1duhar et al.,

    %&'&) that vary at the different stages of the patientsillness (

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    T!e "#rdes ad "ee$tso% Family

    Caregivig Family caregivers experience the physical strainassociated with caregiving and also fear, confusion,

    powerlessness, and a sense of vulnerability despite their

    attempts to maintain normalcy (Fun" et al., %&'&). They

    often suffer from symptoms of anger, depression, and

    anxiety and may become demorali=ed and exhausted

    (>arit, %&&4).

    aregivers themselves may experience increased physicalillness, exacerbation of comorbid conditions, and a

    greater ris" of mortality (Family aregiver lliance,

    %&&4a).

    T! " d d " $t

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    T!e "#rdes ad "ee$tso% Family

    Caregivig /urdens associated with caregiving include (0udson, %&&93#apastavrou, haralambous, ; Tsangari, %&&73 *abow,

    0auser, ; dams, %&&93 $herwood et al., %&&?3

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    T!e "#rdes ad "ee$tso% Family

    Caregivig s caregivers abandon leisure, religious, and socialactivities, there is heightened marital and family stress,

    with long-term conseAuences for the health and the

    stability of the family (Bumont, Bumont, ; ongeau,

    %&&?).

    hanges experienced across the cancer tra1ectory reAuire

    caregivers to adapt to a new set of patient needs, creating

    increased distress, yet caregivers are reluctant to identifythemselves as individuals who need support (Fun" et al.,

    %&'&). This reflects the concept of legitimacy of needs

    or caregiver ambivalence, as they do not want to

    CbotherD professionals or shift attention away from theatient Fun" et al., %&'& .

    T! " d d " $t

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    T!e "#rdes ad "ee$tso% Family

    Caregivig ccording to lu"ey (%&&8), some caregivers hide theirfeelings of loss and grief from the patient, which is

    termed bridled grief (0ouldin, %&&83

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    T!e "#rdes ad "ee$tso% Family

    Caregivig study by Eim and $chul= (%&&?) compared the strains offamily caregivers of cancer patients to the strain of

    caregivers of frail elders and dementia and diabetes patients.

    The results showed that the level of strain of caregivers

    of cancer patients is greater than the strain on caregivers

    of elderly or diabetes patients.

    /ut cancer caregiver strain is comparable to that of

    caregivers of dementia patients. ancer and dementia

    caregivers reported higher levels of:

    physical strain

    emotional stress

    financial hardship as a result of providing care

    T! " d d " $t

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    T!e "#rdes ad "ee$tso% Family

    Caregivig The crucial difference between cancer and dementiacaregivers was that:

    cancer caregivers are distressed by various acute

    medical conditions experienced by the patient, suchas surgery, chemotherapy, or radiation therapy (e.g.,

    catheter care or managing patients emesis or

    fatigue symptoms)

    whereas caregivers of dementia patients aredistressed by the significant cognitive and

    functional decline and behavioral changes, which

    progress over time.

    T!e " rdes ad "ee$ts

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    T!e "#rdes ad "ee$tso% Family

    Caregivig $tudies indicate that family caregivers describe feelingsof satisfaction for a 1ob well done, particularly when the

    patient appreciates and ac"nowledges their care and

    support, and when caregivers feel a sense of giving bac"

    for the care and nurturing they themselves received

    (2arayan, @ewis, Tornaotre, 0epburn, ; orcoran-#erry,

    %&&'3 2eff, By, Fric", ; Easper, %&&83 $chuma"er, /ec",

    ; arren, %&&4).

    The positive aspects associated with the caregiving

    experience may act as a buffer against overwhelming

    burden and traumatic grief (0udson, %&&93 augler et al.,

    %&&53 $almon, Ewa", cAuaviva, /randt, ; gan, %&&53$teel, amblin, ; arr, %&&? .

    T!e "#rdes ad "ee$ts

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    T!e "#rdes ad "ee$tso% Family

    Caregivig aregivers who have a positive approach to life are betterable to cope with caregiving demands ($ta1duhar, artin,

    /arwich, ; Fyles, %&&?) and are motivated to maintain

    their caregiving role (0igginson ; ao, %&&?).

    T!e "#rdes ad "ee$ts

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    T!e "#rdes ad "ee$tso% Family

    Caregivig

    T&EORETICAL

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    T&EORETICALFRAME'OR(S RELATED

    TO FAMILY CAREGIVING From a family theorist perspective, /ahr and /ahr (%&&')have also explored the concept of self-sacrifice and its

    meaning in the family. They ta"e this stance in opposition

    to the theories that stress individual choice and the

    primacy of the individual over the good of the whole.

    They assert that self-sacrificein the interest of the family

    should be viewed as a virtue. /ahr and colleagues go on

    to say that love is the motivation for this sacrifice,manifested as selfless generosity, and contrasts with the

    ethic of personal gain that characteri=es social

    relationships outside the family.

    T&EORETICAL

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    T&EORETICALFRAME'OR(S RELATED

    TO FAMILY CAREGIVING aregiver transitions encompass the patients phases ofillness (2orthouse, Eatapodi, $chafenac"er, ;

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    T&EORETICALFRAME'OR(S RELATED

    TO FAMILY CAREGIVING +ncovering these ris"s may be enhanced byunderstanding the transition process (eleis et al.,

    %&&&, p. '%). a1or concepts of this transition theory

    (Figure 8.') include:

    the nature of transitions, including the types,

    patterns, and properties of transitions3

    transition conditions (facilitators and inhibitors)

    within the context of persons, community, andsociety3

    patterns of response in terms of process and

    outcome indicators3 and nursing therapeutics.

    T&EORETICAL

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    T&EORETICALFRAME'OR(S RELATED

    TO FAMILY CAREGIVING The types of transitions include: developmental,

    $ituational

    healthillness organi=ational.

    The pattern of transitions can be:

    $ingle

    ultiple

    $eAuential

    $imultaneous

    relatedunrelated

    T&EORETICAL

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    T&EORETICALFRAME'OR(S RELATED

    TO FAMILY CAREGIVING The properties of transition experiences include: wareness

    ngagement

    change and difference transition time span

    ritical points and events

    eleis et al. (%&&&) also identifies the transition conditions,

    particularly the: importance of personal meaning and cultural beliefs and

    attitudes

    families socioeconomic status and their preparation and

    "nowledge of the illness tra1ectory.

    T&EORETICAL

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    T&EORETICALFRAME'OR(S RELATED

    TO FAMILY CAREGIVING

    Middle Range Theory of Transition

    T&EORETICAL

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    T&EORETICALFRAME'OR(S RELATED

    TO FAMILY CAREGIVING he earlin 0tress rocess 1odel(#earlin et al., '77&) and anumber of stress and coping measures are compared and are

    helpful for researchers studying stress in caregivers.

    he earlin 0tress rocess 1ode addresses the experience of

    caregiving, including caregiving transitions and transitional

    events that occur from one phase of the illness tra1ectory to

    another and one stage of caregiving to another.

    ccording to #earlin et al. ('77&), the five ma1or components

    in caregivers experience include: 2aregiving contextGwhich includes:

    sociodemographic characteristics of the caregiver and

    patient

    history of illness

    T&EORETICAL

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    T&EORETICALFRAME'OR(S RELATED

    TO FAMILY CAREGIVING history of caregiving caregiving living arrangements.

    rimary stressorsGwhich arise directly from the

    patients illness and may include the patients: symptoms or impairment

    ability to perform activities of daily living

    cognitive deficits

    behavioral problems as well as stressors such as

    caregiver burden, including the sub1ective

    assessment of the degree to which the caregiver

    perceives each event, including:

    T&EORETICAL

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    T&EORETICALFRAME'OR(S RELATED

    TO FAMILY CAREGIVING possible role overload (time and energy) role captivity (trapped in the caregiving role)

    the loss of relationship (lost intimacy and social

    exchanges).0econdary stressorsGwhich include:

    tension and conflict in maintaining other roles in

    ones life such as employment and family

    relationships interruptions in other areas of the caregivers life

    intrapsychic strains, which erode a persons self-

    concept in terms of caregiver mastery and

    competence.

    T&EORETICAL

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    T&EORETICALFRAME'OR(S RELATED

    TO FAMILY CAREGIVING3esourcesGwhich include: social, financial, and internal resources, which

    increase the ability to manage stressful experiences

    social support, which involves information,material, or financial support

    as well as instrumental and emotional support and

    perceived gains from the caregiving experience.

    4utcomeswhich include positive and negativehealth outcomes related to caregivers.

    T&EORETICAL

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    T&EORETICALFRAME'OR(S RELATED

    TO FAMILY CAREGIVING !n addition, Tsai (%&&) has developed a middle rangetheory of caregiver stress. This theory reflects the

    philosophy and framewor" of the *oy daptation odel.

    The model and subseAuent theory is an input

    processoutput type model (Figure 8.%) that ma"es four

    assumptions:

    aregivers can respond to change

    aregivers perceptions determine how they respondto environmental stimuli

    aregivers adaptation is a function of the

    environmental stimuli and adaptation level

    T&EORETICAL

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    T&EORETICALFRAME'OR(S RELATED

    TO FAMILY CAREGIVING aregivers effectors (e.g., physical function, selfesteem mastery, role en1oyment, and marital

    satisfaction) are results of chronic caregiving.

    T&EORETICAL

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    T&EORETICALFRAME'OR(S RELATED

    TO FAMILY CAREGIVING

    Middle Ran e Theor of Care iver Stress

    T&EORETICAL

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    T&EORETICALFRAME'OR(S RELATED

    TO FAMILY CAREGIVING Fletcher et al. (%&'%) developed a theoretical model ofcancer family caregiving experience. a1or elements of

    this model include the following:

    The stress process: primary stressors

    secondary stressors

    cognitive appraisal

    cognitive and behavioral responses

    outcomes of health and wellbeing

    2ontextual factors:

    personal

    T&EORETICAL

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    T&EORETICALFRAME'OR(S RELATED

    TO FAMILY CAREGIVING sociocultural economic, health care

    2ancer diagnosis/initial treatment

    *emission surveillance cancer-free survivorship

    *ecurrence or second cancer end-of-life (H@) care

    bereavement

    T&EORETICAL

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    T&EORETICALFRAME'OR(S RELATED

    TO FAMILY CAREGIVING

    Caner !a"il Care ivin #$ eriene

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    FAMILY ASSESSMENT

    aregiver well-being is closely lin"ed with patient

    well-being (Eutner ; Eilbourn, %&&73 #orter, Eeefe,

    arst, c/ride, ; /aucom, %&&?).

    s patient performance status and Auality of life(IH@) decline over time (Jelanovich ;

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    FAMILY ASSESSMENT

    s patients are placed in more costly hospital or

    nursing home settings (Fun" et al., %&'&), they may

    also be at ris" of poor care or neglect (/ee, /arnes, ;

    @u"er, %&&73 aslow, @evine, ; *einhard, %&&4). 2aregiver assessment is a systematic process of

    gathering information about a caregiving situation to

    (Feinberg ; 0auser, %&'%3 *# Fact $heet, p. '):

    identify the specific problems, needs, strengths,

    and resources of the family caregiver

    as well as the ability of the caregiver to contribute

    to the needs of the care recipient.

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    FAMILY ASSESSMENT

    systematic approach to assess the caregivers needs and

    strengths is crucial in order to develop a dyadic

    intervention that can improve the outcomes for both

    caregivers and care recipients (Feinberg ; 0auser, %&'%).

    aregiver assessment can be used for determining

    eligibility for services, identifying unrecogni=ed or subtle

    problems that might not be obvious although they have

    great impact on successful caregiving.

    The assessment process also promotes the development of

    a strong, trusting, therapeutic relationship between the

    clinician and the caregivers.

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    FAMILY ASSESSMENT

    The advantages of assessment as a basis for accessing

    services and support are many, but >arit (%&&4) outlines

    some specific benefits.

    The first is the identification of problems in thecaregiving context, including but not limited to

    interpersonal, relational, situational, or financial

    problems. These problems may be potential or actual.

    The second advantage is the clarification of roles andresponsibilities for family members, as well as a clear

    estimate of the resources available versus those that

    will be needed to provide the reAuired care.

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    FAMILY ASSESSMENT

    The assessment can also reveal actual and potential

    stresses that can be dealt with before they reach

    overwhelming and incapacitating anxiety and

    depression leading to despair.

    The structured and systematic nature of a good caregiver

    assessment assures that important aspects will not be

    missed and that a comprehensive approach is

    implemented.

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    FAMILY ASSESSMENT

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    FAMILY ASSESSMENT

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    FAMILY ASSESSMENT

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    FAMILY ASSESSMENT

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    Carig %or t!e Caregiver

    Family caregivers must be recogni=ed as care recipients

    in their own right. There is agreement that many times

    caregivers simply burn out over the course of caregiving.

    hysical, emotional, compassion fatigue sets in, and the

    caregivers have no reserve to care for the recipients, much

    less themselves. This leads to neglect of their own needs and

    health and the development of depression and other

    emotional complications as well as physical illness (Family

    aregiver lliance, %&&4a).

    Family caregivers have a right to their own support and

    assessment of their needs, with their experience evaluated

    Cnot as a proxy response for patients but as an outcome

    itselfD ($teinhauser, %&&5).

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    Carig %or t!e Caregiver

    Their resources and capabilities are influenced by

    multiple factors, such as (/ernard ; uarnaccia, %&&3

    $ta1duhar et al., %&'&):

    ender

    ge

    thnicity

    ducation

    socioeconomic status

    geographic location

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    Carig %or t!e Caregiver

    fter one has completed a careful family assessment,

    identification of the family strengths and wea"nesses that

    will have an impact on the caregiver and or the care

    recipient and their relationship should be identified,

    clustered, and organi=ed in a way that they reflect the

    priorities and function of the dyad. enerally, strategies

    can be successful by addressing four general areas:

    0etting realistic goals involves the identification of

    "ey tas"s and responsibilities and then priorities for

    what must and can be accomplished in an hour, a day,

    or a wee" (Bemiris et al., %&'%3 $unnerhagen, Hlver,

    ; Francisco, %&'3

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    Carig %or t!e Caregiver

    5aving difficult discussions Bifficult discussions often

    involve H@ sub1ects, and there are many areas of life that

    are difficult to discuss for reasons of history, family

    dynamics, cognitive dysfunction, or embarrassment

    (herlin et al., %&&53

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    Carig %or t!e Caregiver

    Finding help There are two categories of finding help:

    First, and possibly most straightforward, is help that is available

    through social programs, support groups, and organi)ations

    (Family aregiver lliance, %&'e3 2ational lliance for

    aregiving, %&').

    The second and more difficult tas" of finding help may be

    enlisting the cooperation and contribution of other family

    members in the care of the recipient (/arbosa, Figueiredo, $ousa,

    ; Bemain, %&''3 Family aregiver lliance, %&'b3 2ational

    lliance for aregiving in collaboration with *#, %&&7).

    Family history and dynamics may ma"e this impossible even with

    difficult discussions directed at resolving conflicts that fester with

    anger and resentment and or blame for past experiences. !t may

    be impossible and inappropriate to reAuest some family members

    to overcome past abuse that they have finally resolved in order to

    provide care for the source of their abuse.

    Evidece)"ased Family

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    Evidece "ased FamilyCaregiver

    Itervetios meta-analysis found that there were three types of

    interventions offered to caregivers:

    #sychoeducational

    s"ill training therapeutic counseling

    These interventions significantly improved caregiver

    outcomes, such as burden, coping ability, self-efficacy, and IH@, although these interventions had

    small to medium effects (2orthouse et al., %&'&).

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    T&AN( YO*+++