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Prevalence of and factors associated with demoralization among family caregivers of palliative care patients in Hong Kong

Published online by Cambridge University Press:  06 July 2023

Wallace Chi Ho Chan*
Affiliation:
Department of Social Work, Education, Community Wellbeing, Northumbria University, Newcastle Upon Tyne, UK
Clare Tsz Kiu Yu
Affiliation:
Department of Social Work, The Chinese University of Hong Kong, Shatin, Hong Kong
Denis Ka-Shaw Kwok
Affiliation:
Department of Social Work, The Chinese University of Hong Kong, Shatin, Hong Kong
Jamie Kit Ming Wan
Affiliation:
Medical Social Work Department, Bradbury Hospice, Hospital Authority, Shatin, Hong Kong
*
Corresponding author: Wallace Chi Ho Chan; Email: wallace.chan@northumbria.ac.uk
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Abstract

Objectives

This study aims to examine (1) the prevalence of demoralization among family caregivers of palliative care patients (PCP) in Hong Kong, (2) the percentage of caregivers who are demoralized but not depressed, (3) the factors associated with demoralization, and (4) the differences in caregivers’ support needs between high and low levels of demoralization groups.

Methods

Ninety-four family caregivers were recruited and completed a questionnaire that included measures of demoralization, depression and caregiving strain, caregivers’ support needs, and demographic information.

Results

The prevalence of demoralization among family caregivers of PCP was found to be 12.8% (cutoff score = 50) and 51.1% (cutoff score = 30). Although 27.7% of caregivers met the criteria of depression and demoralization, 12.8% of demoralized caregivers were not depressed. Depression and caregiving strain were identified as the predictors of demoralization. Caregivers with a poorer subjective physical status and a lower education level are more prone to demoralization. The three major caregivers’ needs for support reported were (1) knowing what to expect in the future (77.7%); (2) knowing who to contact (74.5%); and (3) understanding your relative’s illness (73.4%). Those who experienced a high level of demoralization often reported more need for support in end-of-life caregiving.

Significance of results

This is the first study that focused on the demoralization of family caregivers of PCP in the East Asian context. Demoralization is prevalent among these caregivers. We recommend that early assessment of demoralization among family caregivers of PCP be considered, especially for those who are more depressed and have a higher level of caregiving stress.

Type
Original Article
Creative Commons
Creative Common License - CCCreative Common License - BY
This is an Open Access article, distributed under the terms of the Creative Commons Attribution licence (http://creativecommons.org/licenses/by/4.0), which permits unrestricted re-use, distribution and reproduction, provided the original article is properly cited.
Copyright
© The Author(s), 2023. Published by Cambridge University Press.

Introduction

Family caregivers play a key role in the care of palliative care patients (PCP). For example, around 2.3 million family caregivers provided care to older patients aged 65 or above in the last year before their death in the United States (Ornstein et al. Reference Ornstein, Kelley and Bollens-Lund2017). The caregiving of PCP is undeniably a physically and psychologically demanding task. Family caregivers not only often need to take care of patients’ activities of daily living but also provide emotional support to patients in facing death and dying (Morris et al. Reference Morris, King and Turner2015; Wong et al. Reference Wong, Lau and Chau2022). Compared to non-end-of-life caregivers, these caregivers often report more care-related challenges (e.g., physical difficulty) and higher caregiver strain (Ornstein et al. Reference Ornstein, Kelley and Bollens-Lund2017). It is well documented that this population is at a higher risk of physical complications such as higher mortality, and psychological complications such as depression and anxiety (Götze et al. Reference Götze, Brähler and Gansera2018; Sklenarova et al. Reference Sklenarova, Krümpelmann and Haun2015).

Apart from these physical and psychological burdens, family caregivers of PCP may be vulnerable to existential distress. Around 20% of caregivers reported identity-related existential concerns during the end-of-life stage of their relatives (Applebaum et al. Reference Applebaum, Farran and Marziliano2014). The impending death of their loved ones could lead caregivers to experience hopelessness and helplessness and feeling fearful about the need to continue life after the patients die (Lowers et al. Reference Lowers, Scardaville and Hughes2020; Mok et al. Reference Mok, Chan and Chan2003). Some might even feel trapped and experience a pervasive feeling of isolation. Studies indicate that these distresses can be especially high for family caregivers of PCP in the home setting, as they receive fewer social supports (Rumpold et al. Reference Rumpold, Schur and Amering2016; Sklenarova et al. Reference Sklenarova, Krümpelmann and Haun2015). The unmet existential and spiritual needs of family caregivers can be extended to the post-loss period, which may further complicate their adjustment to bereavement (Benites et al. Reference Benites, Arantes de Oliveira-cardoso and Dos Santos2023).

Demoralization can be one of the existential distress syndromes that family caregivers of PCP experience. Demoralization can also be understood as a failure of coping with a stressful event – leading to their loss of morale and hope (Kissane Reference Kissane2014 as cited in Bovero et al. Reference Bovero, Vitiello and Botto2022). Demoralization is thus often manifested by incapacity to cope, feeling helpless and hopeless, experiencing a loss of meaning and purpose, and impaired self-esteem (Clarke and Kissane Reference Clarke and Kissane2002; Kissane et al. Reference Kissane, Clarke and Street2001; Vehling and Philipp Reference Vehling and Philipp2018). The diagnostic criteria of demoralization include (1) the experience of emotional distress (e.g., hopelessness and losing life meaning); (2) attitudes of helplessness, failure, pessimism, and lack of a worthwhile future; (3) reduced coping to respond differently; and (4) social isolation and deficiencies in social support (Kissane et al. Reference Kissane, Clarke and Street2001). Demoralization can negatively affect one’s psychological well-being and quality of life (Robinson et al. Reference Robinson, Kissane and Brooker2015) and increase suicidal ideation risk (Xu et al. Reference Xu, Hu and Liu2019).

To date, the majority of demoralization studies in palliative care have focused on patients (Robinson et al. Reference Robinson, Kissane and Brooker2015; Tang et al. Reference Tang, Wang and Chou2015). But the fact is that taking care of demoralized patients may be so stressful that it may also induce demoralization of both professional caregivers (e.g., health-care professionals) and family caregivers. For example, little is known about demoralization of family caregivers; to our knowledge, only 2 studies have examined the demoralization of family caregivers of PCP. In these studies, the mean score of demoralization was found to range from 26 to 29 (Bovero et al. Reference Bovero, Vitiello and Botto2022; Hudson et al. Reference Hudson, Thomas and Trauer2011). The prevalence of demoralization among family caregivers of PCP reported in these 2 studies varied and could not be directly compared, as different cutoff scores were used. The studies found that a more severe disruption of caregivers’ schedule and poorer family functioning could lead to higher demoralization (Hudson et al. Reference Hudson, Thomas and Trauer2011), whereas optimism, self-perceived caregiving competency (Hudson et al. Reference Hudson, Thomas and Trauer2011), and spiritual and mental health (Bovero et al. Reference Bovero, Vitiello and Botto2022) were found to be protective factors against demoralization. However, many issues on demoralization can be further examined among family caregivers of PCP, such as prevalence using different cutoff scores, in a different sample and in a different sociocultural context, as well as other caregiving factors which may be associated with demoralization.

Previous studies show that demoralization is a distinct construct from depression (Costanza et al. Reference Costanza, Baertschi and Richard-Lepouriel2020; Tecuta et al. Reference Tecuta, Tomba and Grandi2015) although they are highly correlated (Bobevski et al. Reference Bobevski, Kissane and Vehling2022; Robinson et al. Reference Robinson, Kissane and Brooker2015). Anhedonia is a key symptom of depression, but a demoralized person might not experience anhedonia (Robinson et al. Reference Robinson, Kissane and Brooker2015). For example, some patients who were highly demoralized were found not to experience depression, and those who were depressed might not be demoralized (Fang et al. Reference Fang, Chang and Chen2014). A study from Hong Kong found that 52.8% of PCP met the criteria of both demoralization and depression, 7.5% of patients were depressed but not demoralized, and 13.2% of patients were demoralized but not depressed (Chan et al. Reference Chan, Yu and Kwok2022). Previous findings have focused on patient samples, but the situation among family caregivers of PCP remains under-explored.

Caregiving stress and burden are often experienced by family caregivers of PCP (Hebert and Schulz Reference Hebert and Schulz2006). A global review found that family caregivers of PCP were often overburdened, and stress was associated with poor physical and mental health and with the development of complications in the grieving process (Mayra et al. Reference Mayra, Joana and António2015). In Hong Kong, 1 study found a higher level of caregiver burden is associated with depression and anxiety symptomatology among family caregivers of patients with advanced cancer (Chan and Ng Reference Chan and Ng2022). Family caregivers may particularly feel more stressed when they are not able to perceive the meaning in their caregiving (Funk et al. Reference Funk, Stajduhar and Toye2010; Lalani et al. Reference Lalani, Duggleby and Olson2018). Meaning in life of family caregivers may also be associated with their caregiving strain and burden (Chan Reference Chan2017; Chan et al. Reference Chan, Chan and Suen2013). Therefore, caregiving stress and burden could also be an important factor associated with demoralization of family caregivers.

To minimize caregiving stress and burden, in recent years, the carer support needs of family caregivers of PCP have been highlighted (Diffin et al. Reference Diffin, Ewing and Harvey2018; Ewing et al. Reference Ewing, Austin and Grande2016; Ewing and Grande Reference Ewing and Grande2013). In Hong Kong, 1 study indicated that family caregivers’ willingness to take care of family members in end of life increased from 63.8% to 78.5% if their support needs were met (Chan Reference Chan2021). This study also highlighted that caregivers’ support needs could be different for family caregivers with different psychological conditions. Family caregivers in the psychological distress group experienced a significantly greater need for support in “dealing with your feelings and worries” and “looking after your own health” (Chan Reference Chan2021). Along this line, demoralization could also be an important condition which may differentiate the support needs of family caregivers of PCP. Yet, no previous study has examined this.

Because of all these research gaps, it is important to conduct an empirical study which focuses on demoralization of family caregivers. Findings may also help inform earlier intervention for managing demoralization among family caregivers of PCP (Kissane et al. Reference Kissane, Clarke and Street2001). Therefore, this study aimed to (1) examine the prevalence of demoralization among family caregivers of PCP in Hong Kong using different cutoff scores; (2) determine the percentage of caregivers who are demoralized but not depressed; (3) determine the relationship among depression, caregiving stress, and demoralization; and (4) determine the differences in support needs of family caregivers of PCP between high and low levels of demoralization groups.

Method

Participants and recruitment

Participants were family caregivers of PCP in Hong Kong. To be eligible for this study, participants had to be (1) family caregivers of community-dwelling patients who were receiving medical follow-up by a palliative care team of a public hospital in Hong Kong, and (2) able to understand and communicate in Cantonese. All participants were recruited from PCP who were newly referred to medical social workers in a palliative care unit of a public hospital in Hong Kong during the data collection period (October 2019 to February 2020). Participants who were assessed by the referrers (medical social workers) as emotionally unfit for participating in the research were excluded. The medial social workers contacted potential participants (the family caregivers). Those who were interested in participating in the study were referred to the research team for follow-up. Participants were then contacted by a research assistant for a more detailed briefing about the study procedure. No incentive was provided to the participants. Before conducting the study, ethical approval was obtained from the ethics committee board of both the principal investigator’s affiliated institution at the time of study and the Hospital Authority of Hong Kong.

Study procedure

Data collection was at the caregiver’s home or hospital, depending on the preference of participants. Written consent was obtained from all participants before data collection. The data collection was face-to-face assessment, orally administered by a trained research assistant. The entire questionnaire assessment takes approximately 20 minutes to complete. The assessment consists of the following outcome measurements and demographic information:

Demoralization Scale

The Chinese version of the demoralization scale (DS) was used to assess demoralization (Hung et al. Reference Hung, Chen and Chang2010). This is a 24-item scale which assesses demoralization status over the previous 2 weeks. Participants were asked to rate their level of agreement on a 5-point Likert scale (0 = strongly disagree to 4 = strongly agree) for each statement. DS demonstrated satisfactory validity and reliability in Chinese cancer patients (Hung et al. Reference Hung, Chen and Chang2010). DS generates a total score (from 0 to 96) and 5 subscale scores: loss of meaning (5 items; score ranges from 0 to 20), disheartenment (6 items; score ranges from 0 to 24), dysphoria (5 items; score ranges from 0 to 20), helplessness (4 items; score ranges from 0 to 16), and sense of failure (4 items; score ranges from 0 to 16). A higher score indicates a higher level of demoralization. In our study, we found that Cronbach’s alpha of DS-total, DS-loss of meaning, DS-dysphoria, DS-disheartenment, DS-helplessness, and DS-sense of failure are 0.939, 0.851, 0.826, 0.875, 0.778, and 0.714, respectively, indicating acceptable to excellent internal consistency.

The Center for Epidemiological Studies Depression

The Chinese version of the 10-item Center for Epidemiological Studies Depression (CESD) was used to assess depression symptom severity in this study (Boey Reference Boey1999). Participants were asked how often they experienced depression symptoms over the previous week, on a 4-point Likert scale (from 0 = rarely to 3 = most or all the time). The total score ranges from 0 to 60, a higher score indicating a higher level of depressive severity. The Chinese version of CESD demonstrated satisfactory validity and reliability among Hong Kong Chinese elderly people (Boey Reference Boey1999; Cheng and Chan Reference Cheng and Chan2005). We used a score of 10 as the cutoff point in identifying patients with depression and those without (Andresen et al. Reference Andresen, Malmgren and Carter1994; Zhang et al. Reference Zhang, OʼBrien and Forrest2012). In our study, we found that Cronbach’s alpha was 0.837, indicating good internal consistency.

The Chinese version of Modified Caregivers’ Strain Index

Caregiving stress and burden were measured by the Chinese version of Modified Caregivers’ Strain Index C-M-CSI (Chan et al. Reference Chan, Chan and Suen2013). This is a 13-item scale that measures the caregiving strain in financial, physical, psychological, social, and personal domains. Participants were asked if they experienced the situation as described in each item (0 = no, 1 = yes, sometimes, 2 = yes, regularly). The total score of caregiving strain ranges from 0 to 26. The higher the score, the higher the level of caregiver strain. This is a valid and reliable tool for Chinese caregivers of patients in Hong Kong (Chan et al. Reference Chan, Chan and Suen2013). In our study, we found that Cronbach’s alpha was 0.874, indicating good internal consistency.

The Chinese version of Caregivers’ Support Needs Assessment tool

The Chinese version of Caregivers’ Support Needs Assessment tool (CSNAT) was originally developed by Ewing et al. (Reference Ewing, Brundle and Payne2013) to measure carers’ support needs in providing palliative and end-of-life care at home. This is valid tool used in both research and palliative care service settings (Ewing et al. Reference Ewing, Brundle and Payne2013). CSNAT contains 14 items which assess caregivers’ need for more support in different aspects, such as support for taking care of family members in end of life (e.g., understanding your relative’s illness) and personal support for themselves (e.g., looking after your own health). Items were scored from 0 (none) to 3 (very much more). As CSNAT is not a scale, the rating of items could not be summed up to form a total score. The Chinese version of CSNAT (C-CSNAT) was developed, following the procedure of direct and back-translations of the English version and with the permission of the corresponding author of CSNAT (Dr. Gail Ewing). C-CSNAT was used in a previous study of family caregivers in Hong Kong and was found to be a useful tool for exploring the support needs of caregivers (Chan Reference Chan2021). For details of CSNAT, refer to http://csnat.org.

Demographic information including age, gender, marital status, education status, employment status, relationship with the patient, living status with patient, average hours of care provided to the patient per week, number of medical conditions, and subjective health status (1 item using a 5-point Likert scale, from very bad to very good) were obtained.

Statistical analyses

IBM SPSS 23.0 software was used for data analysis. In this study, the cutoff score of 30 in DS was used in all major analyses. Family caregivers who indicated a DS total score ≥30 were categorized to a high demoralization group, and those who indicated a total score <30 were categorized to a low demoralization group. This cutoff score was used in the original scale development and validation study (Kissane et al. Reference Kissane, Wein and Love2004). It was also used in a recent study for demoralization of PCP in Hong Kong (Chan et al. Reference Chan, Yu and Kwok2022). However, for the purpose of comparison with previous studies (Bovero et al. Reference Bovero, Vitiello and Botto2022; Hudson et al. Reference Hudson, Thomas and Trauer2011), apart from using this cutoff score for computing the prevalence of demoralization, we also used the cutoff score of 50 and categorized the level of demoralization by percentiles (<25%, between 25% and 75%, and >75%) in this study. Moreover, we performed cross-tabulation between the above 2 DS groups and 2 depression groups (<10: not depressed versus ≥10: depressed) and computed the percentage among the 4 groups. The associations between factors (sociodemographics, depression and caregiving stress) and DS (total score and 5 subscale scores) were analyzed using hierarchical regression. Before the main regression analyses, bivariate correlations were performed on all sociodemographic variables and DS. Any sociodemographic variables which showed significant association with DS were treated as potential predictor variables. These variables were entered in step 1 of the regression. Depression and caregiving stress were entered in step 2 and step 3, respectively. All assumptions were examined before the analyses. The P-P plot suggests normal distribution of residual, and we identified no violation of the assumption of linearity tested with scatterplots, multicollinearity, and homoscedasticity. Descriptive statistics were reported for all CSNAT items by groups (high and low demoralized groups). The Mann–Whitney U-test was also conducted to examine the difference in CSNAT items between participants of the low and high demoralized groups. The percentage of participants who expressed a need for more support in each CSNAT item was computed according to the number of participants who rated the CSNAT item other than 0.

Results

Participants

A total of 94 caregivers participated in this study. Table 1 illustrates the demographic characteristics of participants. Of all participants, 72% are female. The mean age is 53 years, ranging from 25 to 80 years. Most (73%) were married and received education at primary level or above (79%). The majority do not have a religious belief (58%). Around 36% classified themselves as full-time caregivers. About one-fifth (20.7%) reported having 1 chronic disease. Around 16.4% had 2 or more chronic diseases. Only 2.2% of participants indicated they have a bad or very bad health status. Regarding the psychological health of our participants, the mean score of depression (measured by CESD) is 10.23 (SD = 5.94). If a cutoff point of 10 is used for classification (Zhang et al. Reference Zhang, OʼBrien and Forrest2012), 43% of caregivers showed depression symptoms. The mean score of caregiving strain is 9.55 (SD = 5.63). Adult children/children-in-law caregivers and spousal caregivers constituted 56% and 30% of the samples, respectively. More than half (56%) were living in the same household with the patient. On average, they provided 41 hours of care each week.

Table 1. Demographic and clinical characteristics of caregivers (N = 94)

CESD = The Centre for Epidemiological Studies Depression, C-M-CSI = The Chinese version of Modified Caregivers’ Strain Index.

Mean scores and prevalence of demoralization

Table 2 gives the descriptive statistics of DS. The mean score of demoralization is 31.03 (SD = 14.88). The mean score of subscales, “loss of meaning,” “dysphoria,” “disheartenment,” “helplessness’ and’ sense of failure” are 4.64 (SD = 3.62), 7.17 (SD = 3.92), 7.45 (SD = 4.23), 4.86 (SD = 2.93), and 6.91 (SD = 2.98), respectively. Using 30 as a cutoff point, the prevalence of demoralization is 51.1% (n = 48). But when a cutoff of 50 was used, the prevalence became 12.8%. When categorizing the level of demoralization into mild (below the 25th percentile), moderate (between the 25th and 75th percentiles), and severe (above the 75th percentile), the percentage was 23.4, 52.1, and 24.5, respectively.

Table 2. Descriptive statistics of demoralization total and subscale scores (N = 94)

DS = demoralization scale. For the DS total score, the score ranges from 0 to 96, a higher score indicating a higher demoralization level. For the 5 subscale scores of DS, the range of subscale score is stated as follows: loss of meaning (from 0 to 20), disheartenment (from 0 to 24), dysphoria (from 0 to 20), helplessness (from 0 to 16), and sense of failure (from 0 to 16).

Demoralization and depression

About 27.7% of participants experienced both depressive mood and demoralization, whereas 10.6% of participants experienced a low level of demoralization and were found to be depressed. Another 12.8% experienced a high level of demoralization but were not depressed (see Table 3).

Table 3. Comparison of demoralization score (DS) with non-depressed and depressed (CESD) caregivers

Factors associated with demoralization

Our findings indicate that participants with a higher level of depression (β = 0.569, p < .001) and caregiving strain (β = 0.23, p < .05) had a significantly higher level of demoralization (the DS total score), when controlled with the demographic covariate (full-time caregivers versus non-full-time caregivers). This model explains 56% of the variance in the DS total score. Comparable results were found on DS-dysphoria and DS-disheartenment. When controlled for the effects of their corresponding demographic covariates, participants with a higher depression level (for dysphoria: β = 0.358, p < .01; for disheartenment: β = 0.491, p < .001) and caregiving strain (for dysphoria: β = 0.294, p < .01; for disheartenment: β = 0.275, p < .01) had a significantly higher level of DS-dysphoria and DS-disheartenment. The 2 models explain 38% and 56% of the variance in the DS-dysphoria and DS-disheartenment, respectively. For DS-loss of meaning, participants with a lower educational level (β = − 0.208, p < .05) and a higher depression level (β = 0.508, p < .001) had a significantly higher level of DS-loss of meaning. The model explains 43% of the variance. For DS-sense of failure, participants with a poorer perceived health status (β = –0.227, p < .05) and a higher depression level (β = 0.489, p < .001) had a significantly higher level of DS-sense of failure. The model explains 31% of the variance. Details are shown in Table 4.

Table 4. Hierarchical regression analyses for demoralization (total score and 4 subscale scores)

CESD = The Center for Epidemiological Studies Depression; DS: demoralization scale.

B = unstandardized regression coefficients, β = standardized regression coefficients.

a The final model refers to the model shown at the final step of the regression model.

b The variable “full-time caregiver” is coded as “not a full-time caregiver” (coded as 0) and “full-time caregiver” (coded as 1). The variable “unemployed” is coded as employed (coded as 0) and unemployed (coded as 1). The variable “religion status” is coded as no religion (coded as 0) and have religious belief (coded as 1). The variable “patient as parents/patient as spouse” is coded as parents not as parent/spouse (coded as 0) and patient as parent/spouse (code as 1). The variable “are you currently living with the patient” is coded as “not living with the patient” (coded as 0) and “living with the patient” (coded as 1). The variable “subjective health status” is a continuous variable. Scores ranged from 0 to 5, a higher score indicating a better perceived health status. The variable “educational level” is an ordinal variable. Scores ranged from 1 to 5, a higher score indicating higher education level.

* p < 0.05; **p < 0.01, ***p < 0.001

Caregivers’ support needs between low and high levels of demoralization groups

Overall, 3 items that call for the greatest need for support in end-of-life caregiving among participants are: (1) knowing what to expect in the future (77.7%), (2) knowing who to contact (74.5%), and (3) understanding your relative’s illness (73.4%). (Full details are available upon request.) But our analyses show that participants in the high level of demoralization group expressed a higher level of need for support in 8 aspects than did participants in the low level of demoralization group: “providing personal care for the relative”; “own financial, legal, and work issues”; “own belief and spiritual concerns”; “equipment to help care for the relative”; “managing your relative’s symptoms”; “dealing with your feelings and worries”; “knowing who to contact”; and “knowing who to contact in future” (see Table 5). Figure 1 shows the percentages of need for support among the high level of demoralization group, the low level of demoralization group, and all participants. Participants in the high level of demoralization group indicated a higher percentage of need for support in these 8 items than did participants in the low level of demoralization group.

Table 5. Results of Wilcoxon Signed-Rank test comparing CSNAT items between the low and high demoralized groups

For all the CSNAT items, the score ranged from 0 to 4 (1 = no, 2 = a little more, no; 3 = quite a bit more; 4 = and very much more).

Figure 1. Percentage of caregivers expressing need for more support with each carer support needs assessment tool domain at baseline and follow-up (N = 94).

Discussion

This study provides empirical findings on the demoralization of family caregivers of PCP in Hong Kong. More than half the family caregivers in this study (51%) indicated demoralization using the cutoff score of 30. Using the same cutoff score, a previous study reported 64.8% of PCP in Hong Kong experienced demoralization (Chan et al. Reference Chan, Yu and Kwok2022). Our findings reveal that not only do PCP experience demoralization but also the family caregivers do. In a previous study of family caregivers of patients who were newly referred to palliative care services in Australia, a cutoff score of 50 was used to indicate moderate-to-severe demoralization; the percentage was found to be 9.6% (Hudson et al. Reference Hudson, Thomas and Trauer2011). Using this cutoff, our findings indicate a greater percentage – about 12.8% of family caregivers of PCP in this study – reported moderate-to-severe demoralization. Another study of family caregivers of PCP in Italy showed that about 32% experienced moderate demoralization (25th to75th percentiles) and 45.1% experienced severe demoralization (75th to100th percentiles) (Bovero et al. Reference Bovero, Vitiello and Botto2022). Using the same percentile classification, our study reports a smaller percentage of severe demoralization (24.5%). Yet, the total percentage of moderate-to-severe demoralization in our study (76.6%) is almost the same as in Bovero et al.’s (Reference Bovero, Vitiello and Botto2022) study (77.04%).

Caution is required for these comparisons, as the research methods varied in these studies. For example, the prevalence of demoralization found in these studies may be affected by the source of participants and the prognosis of patients of the family caregivers. This study and that of Hudson et al. (Reference Hudson, Thomas and Trauer2011) recruited family caregivers of PCP who had just commenced the services, but participants in our study came from those who were referred for medical social work services. As described in a previous study (Chan et al. Reference Chan, Yu and Kwok2022), these patients are often more psychosocially disadvantaged and experience a high level of demoralization. It is likely that the demoralization of patients and their family caregivers are interdependent (Jacobs et al. Reference Jacobs, Shaffer and Nipp2017). When caring for a demoralized patient who is frustrated by death and dying, caregivers may also struggle with how they can address their existential distress (Melin-Johansson et al. Reference Melin-Johansson, Henoch and Strang2012). The distress of addressing the patients’ existential frustration may contribute to a further sense of helplessness, hopelessness, and sense of failure and in turn the demoralization of family caregivers. This may help explain why our study reported a higher prevalence of demoralization than that in the study of Hudson et al. (Reference Hudson, Thomas and Trauer2011). The prevalence of severe demoralization found in this study is lower than what was found in Bovero et al. (Reference Bovero, Vitiello and Botto2022). One possible reason is that participants in the latter study included family caregivers of patients who had a poorer prognosis – life expectancy of 4 months or less – and a Karnofsky Performance Status ≤50. It is likely that these family members may be even more confronted by the distress in facing the death and dying of patients. Despite the percentage of severe demoralization found in this study being lower than that of Bovero et al. (Reference Bovero, Vitiello and Botto2022), our study found the highest mean demoralization scores (mean = 31) when compared with the studies of Hudson et al. (Reference Hudson, Thomas and Trauer2011) (mean = 25) and Bovero et al. (Reference Bovero, Vitiello and Botto2022) (mean = 29). The impending death of the loved one may lead to feelings of hopelessness, helplessness, and guilt among caregivers (Lowers et al. Reference Lowers, Scardaville and Hughes2020; Mok et al. Reference Mok, Chan and Chan2003). It is also challenging for caregivers to discuss these feelings with others, as they often feel disconnected to society (Benites et al. Reference Benites, Arantes de Oliveira-cardoso and Dos Santos2023, Reference Benites, Rodin and de Oliveira-cardoso2022b). Therefore, our findings call for greater attention to the demoralization of family caregivers of PCP in Hong Kong, especially those in which patients and caregivers are more psychosocially deprived.

Our study also shows that 27.7% of family caregivers met the criteria of both depression and demoralization. But 12.8% of demoralized caregivers did not experience depression, and 10.6% of depressed caregivers were not demoralized. These findings show that, among caregivers of PCP, demoralization and depression are 2 distinct constructs despite the similarity. This finding is consistent with previous findings on demoralization and depression on PCP (Belvederi Murri et al. Reference Belvederi Murri, Caruso and Ounalli2020; de Figueiredo Reference de Figueiredo1993; Julião et al. Reference Julião, Nunes and Barbosa2016; Nanni et al. Reference Nanni, Caruso and Travado2018). However, to the best of our knowledge, there are no existing studies which investigated this difference among family caregivers. Our findings suggest the importance of assessing demoralization and not only depression among family caregivers of PCP; otherwise, the need for support among some demoralized but not depressed family caregivers may be ignored. Attention should be given to the conceptualization and measurement of depression and its possible overlapping of contents with demoralization. For example, 1 item of CES-D in this study measures whether the participant feels hopeful about the future, and this may confound the relationships between depression and demoralization.

The current study also determined the factors associated with demoralization. Depression was identified as the strongest predictor of the total score and all subscales of demoralization. Although caregiving strain was also found to be significantly associated with the total score of demoralization, and the subscales of dysphoria and disheartenment, the strength of association is much weaker than is depression. A previous study also reported that demoralization was more associated with mental health well-being than with caregiving burden (Bovero et al. Reference Bovero, Vitiello and Botto2022). Despite these findings, caregiving stress and burden could be potential factors that may lead to demoralization directly and indirectly, considering the close relationship between depression and caregiving stress among family caregivers (Given et al. Reference Given, Wyatt and Given2004; Govina et al. Reference Govina, Vlachou and Kalemikerakis2019). Future studies may also examine the role of caregiving stress for the relationship between depression and demoralization. Our findings also show that poorer subjective physical status is significantly associated with a higher sense of failure (a subscale of the DS). Findings may suggest that family caregivers who are depressed and have a poorer physical health condition could be more prone to demoralization. Similarly, family caregivers with a higher education level were found to be associated with a lower level of loss of meaning (a subscale of the DS). All these findings may reflect the needs for supporting the more deprived and disadvantaged family caregivers who may be more at risk of experiencing demoralization.

Our findings also show that family caregivers who experienced a high level of demoralization reported more need for support in different issues in end-of-life caregiving, which covered both need for supporting them to take care of the patients and themselves. As mentioned, apart from understanding demoralization as an existential distress, demoralization could be understood as a failure of coping with a stressful event. Our findings seem to support this definition. Our findings highlight the significance of identifying caregivers who experience a high level of demoralization: they could be the most vulnerable who require extensive support in end-of-life caregiving. Not only will the well-being of caregivers be affected if adequate support is not provided to them, but it may also lead to serious caregiving issues which will also influence the quality of care provided to the PCP (Hansen et al. Reference Hansen, Haugen and Sigurdardottir2020; Litzelman et al. Reference Litzelman, Kent and Mollica2016). Alternatively, if their needs are met, a previous study has shown that family caregivers will be more willing to provide end-of-life caregiving to their family members (Chan Reference Chan2021).

Limitations

The small sample size of our study may decrease the statistical power in the analyses, and it is more difficult to detect statistically significant findings. Also, limited by the cross-sectional research design, causality between factors could not be established. Despite these limitations, this is the first empirical study which focused the demoralization of family caregivers of PCP, not only in Hong Kong but also in the East Asian context.

Caution is required for interpreting the relatively high level of demoralization among family caregivers of PCP in this study. First, our samples came from the more deprived family caregivers who were referred for medical social workers’ follow-up and may not represent the situation of family caregivers in general. Also, this study has no intention to pathologize the family caregiving of palliative and end-of-life care. In fact, family caregivers may still have positive experience in end-of-life caregiving despite experiencing demoralization at the same time (Peacock et al. Reference Peacock, Duggleby and Koop2014). Future studies may help examine this complicating and paradoxical experience in caregiving.

Limited by the research design, we could not compare the demoralization between PCP and their family caregivers directly in this study. Future studies could recruit dyads of patients and family caregivers, or even palliative care professionals who provide support to these families, to further examine the reciprocal relationships among the demoralization of PCP, their family caregivers and palliative care professionals.

Conclusion

This study shows that demoralization does exist among family caregivers of PCP in Hong Kong. The prevalence of demoralization could be high among the more disadvantaged family caregivers. At the practice level, demoralization should be assessed and differentiated from depression though depression may often co-exist with demoralization. Caregiving stress may also be associated with demoralization, and more attention should be given to demoralized family caregivers who are likely to report more need for support in end-of-life caregiving. Demoralization among family caregivers is worth further attention in the provision of palliative care.

Acknowledgments

We would like to express our gratitude to the social workers from the Medial Social Work Department, Bradbury Hospice, who assisted with the recruitment of participants in this study. Also, special thanks are given to all family caregivers who were willing to share their situations with us.

Funding

This research received no specific grant from any funding agency, commercial or not-for-profit sectors.

Competing interests

None.

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Figure 0

Table 1. Demographic and clinical characteristics of caregivers (N = 94)

Figure 1

Table 2. Descriptive statistics of demoralization total and subscale scores (N = 94)

Figure 2

Table 3. Comparison of demoralization score (DS) with non-depressed and depressed (CESD) caregivers

Figure 3

Table 4. Hierarchical regression analyses for demoralization (total score and 4 subscale scores)

Figure 4

Table 5. Results of Wilcoxon Signed-Rank test comparing CSNAT items between the low and high demoralized groups

Figure 5

Figure 1. Percentage of caregivers expressing need for more support with each carer support needs assessment tool domain at baseline and follow-up (N = 94).