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. Author manuscript; available in PMC: 2022 Feb 1.
Published in final edited form as: J Fam Nurs. 2020 Dec 17;27(1):55–72. doi: 10.1177/1074840720977180

Table 3.

Family Caregivers’ Processes to Support Patient Self-Management.

Processes Tasks Skills
Focusing on the Patient’s Illness Needs Learning Learning about the patient’s health condition Acquiring information about the health condition (Fujinami et al., 2012; Pappa et al., 2017; Retrum et al., 2013; Savage et al., 2015)
Learning to perform health care tasks with or for the patient Performing health care tasks safely, skillfully, and confidently (Fex et al., 2011; Fujinami et al., 2012; Golla et al., 2015; Nguyen et al., 2017; Savage et al., 2015; Ward et al., 2011; Wingham et al., 2015)
Managing medications (Cameron et al., 2015; Gysels & Higginson, 2009; Holden et al., 2015; Kanter et al., 2014; Mason et al., 2016; Wingham et al., 2015)
Supporting activities of daily living (Cameron et al., 2015; Johnston et al., 2012; Keesing, & Rosenwax, 2011; Kutner et al., 2009; Masters et al., 2013; Morales-Asencio et al., 2014; Ward et al., 2011; Wingham et al., 2015)
Learning to manage fluctuations in the patient’s illness Managing symptoms and acute exacerbations (Fex et al., 2011; Golla et al., 2015; Gysels & Higginson, 2009; Holden et al., 2015; Johnston et al., 2012; Kanter et al., 2014; Lo et al., 2016; Lockie et al., 2010; Mason et al., 2016; Masters et al., 2013; Wingham et al., 2015)
Planning in the presence of uncertainty (Fex et al., 2011; Golla et al., 2015; Gysels & Higginson, 2009; Mason et al., 2016; Johnston et al., 2012)
Activating Health Care Resources for the Patient Identifying health care resources to support patient care Obtaining information and support from health care professionals (Fex et al., 2011; Fujinami et al., 2012; Kutner, et al., 2009; Lilly et al., 2011; Lo et al., 2016; Lockie et al., 2010; Morales-Asencio et al., 2014; Nguyen et al., 2017; Rolley et al., 2011; Wingham et al., 2015)
Communicating clearly with health care professionals (Lockie et al., 2010)
Adapting the home environment/procuring and managing assistive devices (Fex et al., 2011; Fujinami et al., 2012; Golla et al., 2015; Gysels & Higginson, 2009; Masters et al., 2013)
Using a home health aide or sitter (Holden et al., 2015; Keesing & Rosenwax, 2011; Lo et al., 2016; Mason et al. 2016; Wingham et al., 2015)
Accessing transportation services (Fujinami et al., 2012; Golla et al., 2015; Lo et al., 2016)
Supporting the Patient Supporting the patient’s physical health Identifying the patient’s health care needs (Perzynski et al., 2017; Wingham et al., 2015)
Encouraging patient self-management (Retrum et al., 2013)
Taking on more responsibilities when the patient becomes unwell/unable (Gysels & Higginson, 2009; Savage et al., 2015)
Identifying and keeping vigilant about the patient’s health care needs/keeping records (Mason et al., 2016; Wingham et al., 2015)
Supporting the patient’s emotional health Assisting the patient to cope with the diagnosis (Cameron et al., 2015; Sussman et al., 2016)
Being present with positivity/motivation/perspective (Fex et al., 2011; Lo et al., 2016; Rolley et al., 2011)
Advocating for the patient Promoting the patient’s comfort/being protective/serving as proxy (Masters et al., 2013; Rolley et al., 2011; Savage et al., 2015; Ward et al., 2011; Wingham et al., 2015)
Advocating for resources to meet patient needs (e.g., financial, disabled-friendly environments; Fujinami et al., 2012; Lilly et al., 2011; Lockie et al., 2010; Rolley et al., 2011)
Performing everyday tasks Providing transportation (Kanter et al., 2014; Keesing & Rosenwax, 2011; Kutner et al., 2009; Masters et al., 2013; Williams et al., 2013)
Maintaining the household (Fex et al., 2011; Johnston et al., 2012; Kutner et al., 2009)
Managing finances and insurance (Keesing & Rosenwax. 2011; Lo et al., 2016; Lockie et al., 2010; Masters et al., 2013; Wingham et al., 2015)
Activating Resources to Support Oneself as the Family Caregiver Psychosocial Resources Identifying and benefiting from psychological and social resources Seeking emotional support from other caregivers (Lilly et al., 2011; Lo et al.,2016; Masters et al., 2013; Pappa et al., 2017; Perzynski et al., 2017; Rolley et al., 2011)
Asking for information and practical support from family/friends (Applebaum et al, 2015; Fex et al., 2011; Gysels & Higginson, 2009; Lockie et al., 2010; Martinez-Marcos & De la Cuesta-Benjumea, 2014; Morales-Asencio et al., 2014; Wingham et al., 2015)
Arranging pleasant/relaxing activities for self (Martinez-Marcos & De la Cuesta-Benjumea, 2014; Williams et al., 2013; Wingham et al., 2015)
Prioritizing and shifting tasks (Gysels & Higginson, 2009; Lockie et al., 2010; Martinez-Marcos & De la Cuesta-Benjumea, 2014; Pappa et al., 2017)
Using respite care services (Holden et al., 2015; Keesing & Rosenwax, 2011; Lilly et al., 2011; Lo et al., 2016; Wingham et al., 2015)
Spiritual Resources Sustaining spiritual self Praying (Williams et al., 2013)
Accessing faith organizations (Wingham et al., 2015)
Supporting a Patient Living with a Chronic, Life-Limiting Illness Paying Attention to Caregiver’s Health Managing one’s own emotions Addressing:
Anxiety/fear/panic/shock (Applebaum et al., 2015; Golla et al., 2015; Gysels & Higginson, 2009; Kanter et al., 2014; Lockie et al., 2010; Martinez-Marcos & De la Cuesta-Benjumea, 2014; Pappa et al., 2017; Retrum et al., 2013; Rolley et al., 2011; Savage et al., 2015; Williams et al., 2013)
Burden/burnout/being overwhelmed (Kanter et al., 2014; Keesing & Rosenwax, 2011; Pappa et al., 2017; Savage et al., 2015; Williams et al., 2013; Wingham et al., 2015)
Depression/grief/hopelessness/helplessness (Applebaum et al., 2015; Fex et al., 2011; Fujinami et al., 2012; Golla et al., 2015; Gysels & Higginson, 2009; Holden et al., 2015; Kanter et al., 2014; Kutner et al., 2009; Lockie et al., 2010; Rolley et al., 2011; Williams et al., 2013)
Disempowerment/discouragement/inadequacy (Gysels & Higginson, 2009; Keesing & Rosenwax, 2011; Martinez-Marcos & De la Cuesta-Bejumea, 2014)
Distress/worry/emotional exhaustion (Applebaum et al., 2015; Fex et al., 2011; Fujinami et al., 2012; Golla et al., 2015; Gysels & Higginson, 2009; Kanter et al., 2014; Lockie et al., 2010; Masters et al., 2013; Retrum et al., 2013; Rolley et al., 2011; Savage et al., 2015; Sussman et al., 2016; Ward et al., 2011; Williams et al., 2013; Wingham et al., 2015)
Guilt/selfishness (Gysels & Higginson, 2009; Kanter et al., 2014; Keesing & Rosenwax, 2011; Kutner et al., 2009; Williams et al., 2013)
Lack of/need for control (Fujinami et al., 2012; Golla et al., 2015; Kutner et al., 2009; Martinez-Marcos & De la Cuesta-Benjumea, 2014; Rolley et al., 2011; Sussman et al., 2016; Wingham et al., 2015)
Loneliness/isolation/abandonment/vulnerability (Applebaum et al., 2015; Fex et al., 2011; Kanter et al., 2014; Kutner et al., 2009; Lilly et al., 2011; Williams et al., 2013; Wingham et al., 2015)
Numbness/stoicism (Gysels & Higginson, 2009; Lockie et al., 2010; Wingham et al., 2015)
Regret/resentment/anger/frustration (Applebaum et al., 2015; Fex et al., 2011; Golla et al., 2015; Gysels & Higginson, 2009; Kanter et al., 2014; Kutner et al., 2009; Lilly et al., 2011; Perzynski et al., 2017; Rolley et al., 2011; Williams et al., 2013; Wingham et al., 2015)
Stress/strain/tension (Holden et al., 2015; Lilly et al., 2011; Masters et al., 2013; Retrum et al., 2013; Rolley et al., 2011; Williams et al., 2013; Wingham et al., 2015)
Uncertainty/doubt (Golla et al., 2015; Gysels & Higginson, 2009; Kutner et al., 2009; Mason et al., 2016; Rolley et al., 2011; Williams et al., 2013; Wingham et al., 2015)
Not wanting to share feelings and distress the patient/others don’t understand (Golla et al., 2015; Gysels & Higginson, 2009)
Managing one’s own physical health Addressing own health care needs (Martinez-Marcos & De la Cuesta-Benjumea, 2014)
Acquiring health information for own health needs (Lo et al., 2016; Morales-Asencio et al., 2014; Wingham et al., 2015)
Adjusting Adjusting to being a caregiver Adjusting to new role(s) (Fex et al., 2011; Fujinami et al., 2012)
Setting expectations (Fex et al., 2011; Fujinami et al., 2012)
Planning/managing time (Gysels & Higginson, 2009; Lockie et al., 2010; Martinez-Marcos & De la Cuesta-Benjumea, 2014)
Adjusting to prognosis Acknowledging the patient’s prognosis (Golla et al., 2015; Johnston et al., 2012; Lilly et al., 2011; Lockie et al., 2010; Mason et al., 2016; Wingham et al., 2015)
Meaning-Making Identifying positive aspects of caregiving/Sublimating Exploring/expressing positive aspects of caregiving (e.g., privilege, devotion, love, gratitude; Kutner et al., 2009; Perzynski et al., 2017; Sussman et al., 2016; Williams et al., 2013)
Accepting the situation/making the best of it (Gysels & Higginson, 2009; Lockie et al., 2010; Morales-Asencio et al., 2014; Sussman et al., 2016; Williams et al., 2013)
Personal growth Developing confidence (Pappa et al., 2017)
Increasing empathy (Williams et al., 2013)
Persevering (Lilly et al., 2011)