INTRODUCTION
Dementia is a broad term encompassing various conditions with symptoms including memory loss, impaired reasoning, problem-solving abilities, and language skills [1,2]. Particularly in individuals with advanced dementia, these functional deteriorations inevitably lead to a loss of independence and result in diminished quality of life [3]. The management of discomfort in nursing home (NH) residents with dementia has become an increasingly critical concern, as these residents often experience frequent discomfort due to long-term hospital stays and complex treatment needs, and their cognitive decline makes it difficult for them to accurately express their needs [4]. Given that 42% of NH residents have dementia and 72% of residents without dementia exhibit decline in cognitive function [5], it is crucial to considering cognitive impairment of NH residents in their care planning.
Although discomfort and pain are often used interchangeably, discomfort encompasses a broader range of symptoms including both physical (e.g., pain and other unpleasant sensations) and psychological manifestations (e.g., anxiety, fear, depression, and isolation) [6]. Residents with dementia in NH may experience various forms of discomfort including depression, pain, sleep disturbance, breathing difficulties, pneumonia, unmet needs, tinnitus and itchiness. For those with more advanced stages of dementia, these issues become particularly challenging to identify and address. Therefore, developing appropriate approaches that maximize their comfort has emerged as a key priority in NH care [7,8].
Discomfort results from interactions between an individual’s subjective perception of external stimuli and their internal needs and expectations. The wide range of behavioral symptoms exhibited by people with dementia may indicate genuine physical and/or emotional sources of discomfort [9,10]. A particular challenge in interpreting the meaning of these distressing behaviors is that they appear very similar, regardless of whether they are driven by unmet needs, pain, or emotional distress [11]. Enhancing patient comfort is fundamental to providing patient-centered care [12]. Yet, restricting our understanding of comfort to just physical aspects fail to acknowledge research showing it encompasses much more than pain management alone [11].
NH residents may have difficulty expressing various symptoms due to impaired cognitive function, making it challenging for practitioners to assess their discomfort [13,14]. Therefore, the cause of discomfort is often unrecognized and untreated [11,15]. Without proper assessment and timely management of discomfort, it can diminish the quality of life of dementia patients beyond physical and psychological well-being [16]. Dementia is a disease that requires complex treatments such as medical, psychosocial, and behavioral interventions to effectively provide high-quality care [17]. The knowledge and skill base required to provide these interventions is extensive. It might be beyond the single scope of nursing practice.
In particular, direct care of residents in NHs involves nursing staff (including nurses, caregivers), social workers, physical therapists, and occupational therapists, resulting in an interdisciplinary approach to managing residents experiencing discomfort of dementia [18]. Understanding how interdisciplinary practitioners perceive and approach residents with dementia suffering from discomfort can help identify facilitators of practitioners’ discomfort management within the NH context.
As discomfort represents a significant symptom experienced by NH residents, understanding practitioners’ frames of reference is crucial. In the context of symptom management, these frames of reference refer to the frameworks through which healthcare practitioners perceive, evaluate, and respond to residents’ discomfort [19]. In NHs, understanding practitioners’ frames of reference in managing residents’ discomfort is particularly important as it reveals how they interpret and approach various situations to address residents’ needs. This study aimed to explore practitioners’ frames of reference in managing demented residents’ discomfort using Q methodology.
METHODS
Ethic statement: This study received approval from the Korea University Institutional Review Board on March 7, 2023 (KUIRB-2023-0066-01). Informed consent was obtained from all participants after providing them details about the study’s purpose and methods.
Q-methodology is a method of studying subjective perspectives by combining qualitative and quantitative methods. It explores diverse subjective perspectives and experiences of participants on complex issues using structured procedures [20]. Q-methodology is useful for understanding phenomena from individuals’ unique perspectives by revealing subjectivity such as group values, opinions, beliefs, and attitudes, while also identifying characteristics of thinking shared among individuals [20,21]. The Q-methodology consists of five steps: (a) Q-population development, (b) Q-sample selection, (c) P-sample selection, (d) Q-sorting, and (e) data analysis and interpretation. Q-population development and Q-sorting of this study were conducted from April 1, 2023 to August 29, 2023. Consolidated criteria for reporting qualitative research (COREQ) was applied to ensure rigorous reporting [22].
1. Q-Population Development and Q-Sample Selection
The Q-population for this study was developed and refined through an integrated literature review and interviews. The authors conducted in-depth interviews with eight NH practitioners including two nurses, two social workers, two physical therapists, and two care workers, all of whom had experience caring for residents with dementia in NHs. Interviews lasted between 60 and 90 minutes and continued until data saturation was achieved. The researchers recorded the interviews using an audio device and took field notes. Semi-structured questions were as follows:
• What do you think are primary discomforts experienced by residents of nursing homes?”
• Which aspects of managing resident discomfort do you consider most important? Can you explain why?”
• Can you share your personal experiences in managing resident discomfort?”
A review of previous studies on discomfort and discomfort assessment and intervention was also conducted. A literature search was conducted using keyword “discomfort” alone and combined with search terms such as “nursing home,” “assessment,” and “intervention.” The literature was later integrated and developed into a Q-population along with analysis of interview data.
In this study, the Q-population was reconstructed by categorizing similar statements. Statements containing multiple ideas were separated. Those with repetitive viewpoints were eliminated. A total of 70 statements were derived and organized into four categories: 17 statements on assessment of discomfort, 19 statements on strategies for assessment, 17 statements on intervention of discomfort, and 17 statements on strategies for intervention. After evaluating the clarity and distinctiveness of these statements, a total of 34 Q-samples were finally selected to represent the concourse (Table 1).
2. P-Sample Selection
The convenience P-sample consisted of nurses, care workers, and others involved in the management of discomfort in residents with dementia in NHs. P-sample refers to participants who perform Q-sorting, a task of classifying Q-samples [22]. A total of 34 participants were recruited through purposive sampling. Finally, 10 nurses, eight care workers, eight physical therapists, and eight social workers were selected as P-sample.
3. Q-Sorting
Before conducting Q-sorting, information about the purpose of this study and instructions on how to do the Q-sorting were provided. Thirty-four Q-statements were printed on cards. Numbers were randomly placed on the back of cards. All participants were given a Q-sort table containing 34 Q-statement cards and 34 blank spaces with a forced quasi-normal distribution. Each column of the Q-sort table was numbered from “Strongly disagree” (-4) on the far left to “Strongly agree” (+4) on the far right. Participants ranked and ordered their level of agreement with each Q-statement card according to their subjective perception of discomfort care of their resident with dementia and placed cards in a pyramid shape on the Q-sort table. After sorting, researchers collected additional information for further interpretation of the Q-factor by asking participants why they sorted cards into two extremes. All participants’ responses were recorded.
4. Data Analysis and Interpretation
Principal component factor analysis and varimax rotation were performed to analyze Q-sorts using the PQMethod 2.35 program [23]. As a result of statistical analysis, four discrete Q-factors representing perspectives shared by included participants were extracted. For each discrete factor, a distinct set of statements and their mean ranking from “Strongly disagree” (-4) to “Strongly agree” (+4) were reported. The nature of these factors was interpreted using the factor that produced Q-statements that most strongly agreed or disagreed (p<0.05). Finally, each factor was assigned a descriptive naming to represent interpreted characteristics.
RESULTS
Factor analysis revealed four discrete factors that accounted for 60% of the variance, while one Q-sort from P-sample 13 did not show a significant correlation with any factor (Table 2). The four factors were: “Exploring possible management based on synthesis of related clues,” “Individual assessment-based approach using possible assumptions,” “Linking subtle changes to management direction based on a trust relationship,” and “Configuration centered management direction using objective data.”
1. Q-Factor I: Exploring Possible Management-Based on Synthesis of Related Clues
Q-Factor I had an eigenvalue of 9.1 and an explanatory power of 27%. Eleven subjects were found to be significant in this factor. All participants of Q-Factor I were females. Their ages ranged from 24 to 65 years. Their NH experience ranged from 2 to 17 years. Regarding their occupation, there were five social workers, two physical therapists, and four care workers.
The P-sample belonging to Q-Factor I consisted of physical therapists, nursing assistants, and social workers, excluding nurses. Sources of residents’ discomfort were focused on emotional, personality, and reactive aspects rather than only physical aspects. Since the discomfort of residents with dementia is more complex than what practitioners can judge arbitrarily, Q-Factor I intends to take a cooperative stance among practitioners.
For example, “I think the most important thing is to regularly observe discomfort of the dementia resident. Given the nature of dementia residents, they are often unable to fully express their thoughts and needs. Therefore, we should focus more on their nonverbal expressions… When talking about dementia in residents, there is no common behavioral pattern that always appears with dementia, and there is no hypothesis that ‘if the elderly person remembers this, that will happen’.” (P-sample 5, P-5, Social worker)
Instead, Q-Factor I instinctively finds it more important to comprehensively capture their movements, facial expressions, or general mood. In fact, Q-Factor I believes that experienced professionals in dementia care often know that they can tell when the resident needs care just by looking at their facial expressions or eyes. They think that they have a kind of sensitivity and intuition.
2. Q-Factor II: Individual Assessment-Based Approach Using Possible Assumptions
Q-Factor II had an Eigenvalue of 4.8 and an explanatory power of 14%. There were eight participants. Statements most agreed upon by samples of Q-Factor II were statements 1 and 28. Six were females and two were males, with age ranging from 28 to 62 years. Their experience in NH varied from 1 to 15 years. Regarding their occupation, there were four nurses, three physical therapists, and one care worker.
This factor focused on assessing discomfort based on observation and information from various sources. It seeks to find various hypotheses about causes of discomfort in dementia residents through observation of various aspects of residents as well as situations based on vital signs. Q-Factor II focuses more on situations where practitioners themselves assess residents rather than collaboration between practitioners. It is similar to Q-Factor IV. However, it differs from Q-Factor IV in that it attempts to approach residents first and provide care before residents complain of discomfort.
“Most residents are in dementia. Because they can’t express their self, practitioners have to first figure out what expression residents are most uncomfortable with, groaning, or what part residents are most uncomfortable with right now, so I think practitioners should be able to do this well. Also, we need to be aware of individual patterns of how residents sometimes feel. I don’t think we should apply the same rules to all residents.” (P-31, Nurse)
“The biggest problem is the lack of communication due to dementia. I try to assess how much food a person with dementia is eating and the emotional environment they are trying to express. If a person with dementia seems uncomfortable somewhere, I try to wait until the situation becomes clear and check in.” (P-9, Nurse)
3. Q-Factor III: Linking Subtle Changes to Management Direction-Based on a Trust Relationship
Q-Factor III had an eigenvalue of 3.6 and an explanatory power of 11%. Seven participants were significant in this type. The most agreed statements in this factor were statements 1 and 2. They were all females. Their ages ranged from 28 to 61 years. Their NH experience ranged from 2 to 12 years. Regarding their occupation, there were two social workers, three physical therapists, and two nursing assistants.
The P-sample of Q-Factor III consisted of social workers, physical therapists, and nursing assistants, excluding nurses. Q-Factor III was thought to promote emotional stability of residents and encourage them to express their discomfort in comfortable ways. Practitioners should observe discomfort patterns they express in a comfortable state and identify the cause of the discomfort. This is because, in terms of characteristics of their occupation, it is important to have emotional stability with residents through rapport in managing the discomfort of residents. It is believed that an attitude of trying to make residents as stable as possible can allow residents to accept management of the practitioner rather than reject it, which affects alleviation of discomfort of residents.
For example, “First, in order for residents to express what they want to express, they must feel comfortable themselves. Therefore, rapport between the practitioner and the resident is important. In a relationship of mutual trust, it is possible to find out whether what the resident wants to express is true. If residents are uncomfortable with the relationship with practitioners, residents will not express their difficulties well.” (P-3, Physical therapist)
“It is challenging to accurately understand the behavior and psychology of residents with dementia. These behaviors can vary slightly from one resident to another, and I have observed that a resident’s attitude can change significantly depending on which practitioner is interacting with them. This is why I believe the attitude of the practitioners and the trust established with residents are crucial.” (P-6, Care worker)
4. Q-Factor IV: Configuration Centered Management Direction Using Objective Data
Q-Factor IV had an eigenvalue of 2.8 and an explanatory power of 8%. Seven subjects were significant in this type. Statements that most agreed with the sample of Q-Factor IV were statements 5 and 21. All P-samples belonging to Q-Factor IV were females aged from 40 to 65 years. The duration of experience in NHs ranged from 2 to 15 years. There were six nurses and one care worker. Q-Factor IV showed characteristic of recognizing discomfort of residents, obtaining objective data by measuring vital signs, and synthesizing all data obtained by asking practitioners or family members of other professions about past information of the resident with dementia to determine direction of the care plan. Q-Factor IV recognized that physical discomfort such as pain was more important than emotional or environmental discomfort. Since situations and behaviors that caused discomfort were all different due to various characteristics of residents with dementia, it was recognized that it would be more important to first secure physical and objective data and provide care based on this.
For example, “Anyway, if a resident with dementia feels uncomfortable with something, the easiest thing to do is to objectively measure vital signs. At the same time, it is good to look at the resident’s complexion, observe something naturally, talk about it, observe the atmosphere and speech, and understand the resident’s discomfort comprehensively. Is there a fever or is it because the resident’s blood pressure is low?” (P-20, Nurse)
“After all, clinical work is most directly related to life. So for people with health problems or who cannot speak, I think physical changes are the most important, and then cognitive and emotional aspects are considered. Anyway, residents with dementia have difficulty expressing themselves verbally, so we have to observe them carefully. So I think characteristics of each profession that manages the discomfort of residents with dementia are very important, and I think it’s important to build trust with the resident.” (P-16, Nurse)
DISCUSSION
This study explored frames of reference that practitioners consider when managing discomfort of residents with dementia in NHs using Q-methodology. Results of this study showed that, in order to manage discomfort of residents with dementia, practitioners should take a stepwise and comprehensive approach, including synthesizing clues from various sources, gathering objective data, and making various assumptions in addition to subtle changes that appear in daily care and subtle changes that can be detected in a trust relationship with residents with dementia. Since people with dementia have problems with communication and memory, which can negatively impact their ability to share personal experiences, it has been emphasized that non-verbal expression of dementia is important for understanding their discomfort [24]. This approach suggests that complaints of discomfort of residents with dementia should be made through careful and close observation.
Previous studies have emphasized communication and collaboration among interprofessional practitioners for information sharing to manage dementia patients in long-term care facilities [25-27]. Q-Factor I also collected and integrated various data between practitioners and interpreted these data to identify and manage discomfort of dementia residents. In this way, Q-Factor I recognized that discomfort of dementia residents could be accurately assessed. It emphasizes that the cause of discomfort of dementia residents must be resolved through collaboration with practitioners.
Q-Factor I participants also recognized that managing discomfort of residents with dementia should take into account the individual’s medical history and previous personality traits and should consider that the discomfort is multidimensional, extending beyond just physical aspects. In some respects, because specificity of the expression of discomfort in residents with dementia is relatively low, it may be helpful to detect the discomfort of dementia residents based on individual daily patterns of broad discomfort rather than single symptoms [11,28].
Q-Factor II recognized that in physical care of residents with dementia, the approach to each resident with dementia should consider the resident’s past medical history, physical function, and cognitive function together to form the direction of discomfort management. Q-Factor II recognized that the management of residents’ discomfort should be done by stepwise checking assumptions that might cause discomfort considering various physical and cognitive function characteristics of each individual resident with dementia. Previous studies have suggested that various causes of discomfort in dementia patients should be assumed based on observations and information related to health problems and that multidimensional assessments should be performed to seek intervention methods [28,29].
On the other hand, Q-Factor III recognized that a trust relationship with residents with dementia is a channel that can detect and mediate the discomfort of dementia residents. In other words, it emphasizes that subtle changes shown in long-term relationships with residents in NHs should be based on the belief that practitioners should know residents with dementia well and that dementia residents could be able to express some discomfort to practitioners. In particular, P-sample of Q-Factor III was composed of physical therapists, social workers, and caregivers. It was interesting that they focused on the aspect that residents who they knew well had changed rather than clinically judging residents’ physical symptoms first.
On the other hand, Q-Factor IV recognized that objective data should be sought first and discomfort should be taken care of according to treatment guidelines. Accordingly, in this study, Q-Factor III emphasized that residents had changed somewhat and that they were telling me something was difficult. Thus, Factor III seems to overlook somewhat how to intervene residents’ discomfort, whereas Q-Factor IV emphasizes that residents’ discomfort must be resolved quickly and that I must provide this kind of care based on symptoms they are showing.
Q-Factor IV recognized that physical discomfort, such as pain, was more important than emotional or environmental discomfort. Q-Factor IV, which was mainly loaded by nurses as P-samples, aimed to manage discomfort using objective data such as visual, tactile information, and vital signs. However, unlike Q-Factor I, they placed more importance on their own judgment and evaluation than on the collaborative aspect. Several studies on NH practice have suggested that nurses primarily emphasize management of residents’ physical discomfort and that other practitioners, such as social workers, physical therapists, and caregivers, have a communication system that reports to nurses when they detect changes in residents’ conditions, emergencies, or when physical intervention is needed [24,30].
This study demonstrates the complexity of managing discomfort in residents with dementia, particularly from a gerontological nursing perspective. While nurses tend to prioritize objective data and physical symptoms (Q-Factor IV), the findings suggest the need for a more comprehensive approach that incorporates multiple frames of reference. In NHs where multiple professionals care for residents with dementia, no single Q-Factor dominates; rather, integrating all perspectives is essential for optimal care. While each practitioner begins with their own subjective evaluation in managing residents’ discomfort, the focus of care may differ across occupations. Therefore, management of discomfort requires effective collaboration and clear role definition among practitioners.
To enhance interprofessional collaboration, it is essential to consider practitioners’ frames of reference in developing team communication strategies. Since residents with dementia often struggle to express their discomfort, practitioners must be skilled at recognizing non-verbal expressions. This requires an integrated approach combining systematic observation of daily pattern changes with objective data. Future research should explore the effectiveness of such integrated approaches and examine how different frames of reference influence care outcomes.
CONCLUSION
In this study, Q-methodology was used to identify frames of reference of NH practitioners who manage discomfort of residents with dementia. Results of this study can help improve practical understanding of the discomfort management, and are expected to be used as a basis for more practical and accessible demented residents’ discomfort management education for practitioners. These results can also be utilized to select the content and method of practitioner training by considering characteristics of each factor in education, thereby contributing to more effective practice related to management of discomfort of residents with dementia in NHs.