Abstract
Human dignity is constituted by what is lived and experienced; therefore, it is relevant to investigate the relationships between sense of dignity by elderly and institutionalization. This review aimed to identify international articles on dignity in long-term care institutions from the perspective of institutionalized elderly and their families. The empirical material, selected in June 2024, consisted of 18 studies published between 1998 and 2023. The data were coded and analyzed according to thematic similarity. Two thematic units were established: dignity for aged adults and their families from the perspective of the external dimension, and dignity for elderly and their families from the perspective of the internal dimension. It is concluded that the quality of care, environmental conditions, family support, and psycho-emotional and spiritual experiences play a fundamental role in the preservation (or not) of dignity.
Keywords:
Homes for the aged; Respect; Aged; Review
Resumo
A dignidade humana se constitui naquilo que é vivido e sentido, portanto é relevante investigar as relações entre o senso de dignidade dos idosos e a institucionalização. Esta revisão teve como objetivo identificar produções internacionais sobre dignidade em instituições de longa permanência na perspectiva de idosos institucionalizados e seus familiares. O material empírico, selecionado em junho de 2024, foi composto por 18 estudos publicados entre 1998 e 2023. Os dados foram codificados e analisados quanto a similaridade temática. Duas unidades temáticas foram estabelecidas: dignidade para idosos e seus familiares na perspectiva da dimensão exterior e dignidade para idosos e seus familiares na perspectiva da dimensão interior. Conclui-se que a qualidade do cuidado, as condições do ambiente, o suporte familiar e as experiências psicoemocionais e espirituais têm papel fundamental na preservação (ou não) da dignidade.
Palavras-chave:
Instituição de longa permanência para idosos; Respeito; Idoso; Revisão
Resumen
La dignidad humana se constituye en aquello que se vive y se siente; por ello, resulta relevante investigar las relaciones entre el sentido de dignidad de los adultos mayores y la institucionalización. Esta revisión tuvo como objetivo identificar producciones internacionales sobre la dignidad en instituciones de larga estancia desde la perspectiva de los adultos mayores institucionalizados y sus familiares. El material empírico, seleccionado en junio de 2024, estuvo compuesto por 18 estudios publicados entre 1998 y 2023. Los datos fueron codificados y analizados según la similitud temática. Se establecieron dos unidades temáticas: la dignidad para los adultos mayores y sus familiares desde la perspectiva de la dimensión exterior, y la dignidad para los adultos mayores y sus familiares desde la perspectiva de la dimensión interior. Se concluye que la calidad del cuidado, las condiciones del entorno, el apoyo familiar y las experiencias psicoemocionales y espirituales desempeñan un papel fundamental en la preservación (o no) de la dignidad.
Palabras clave:
Hogares para ancianos; Respeto; Anciano; Revisión
Dignity refers to the intrinsic value and humanity of each being, it represents what determines the character of a person and what attributes value to existence. It is an innate quality, independent of biological conditions, which can vary according to moralities, social, or behavioral concessions and that lasts throughout life. Human dignity, which is above all existential and constituted by experiences, is linked to individuality, to the unique character of each being and to the distinction from other beings, marked by the ability to regulate oneself through autonomy and freedom1.
Human dignity can be analyzed in two main dimensions, the interior and the exterior. The inner dimension comprises aspects of identity, self, self-esteem, self-confidence, respect for oneself and self-expression. The second involves the relationship with the outside, the values, what is shared and captured from the world in the interaction with the other and what is subjective2. Experiences related to dignity can be apprehended based on narratives and emotional states, especially those linked to situations of remorse, grief and love1.
Remorse enables you to access the value of the one who has been wronged, harmed by someone, because of his unique characteristic. Grief, especially linked to loss, brings to the awareness that no one can replace the one who was lost, because this was a unique being. Love makes it possible to recognize that if someone loves a person, he does so not because of his qualities or abilities, but because of his essence. Such states reflect the preciousness and irreplaceable value, that is, the dignity of each being1.
In this sense, the concept of dignity has been used in different areas of knowledge, such as health. In medicine, for example, dignity contemplates a Status or value guided by the defense of autonomy and respect for the choices of sick or disabled people in their trajectories in the health system. In clinical evaluation, it is important to consider autonomy, self-respect, and spirituality as intrinsic elements to be mobilized to preserve dignity, in addition to the content and quality of care, extrinsic elements. The culture of care based on excessive bureaucracy and asymmetrical relationships between patients and physicians, marked by actions such as indifference, rejection, objectification, labeling, contempt, discrimination, repulsion and deprivation, are factors that weaken the promotion of health-related dignity3.
In nursing, dignity is considered the essence of care and is related to individual and social characteristics, with individual characteristics perceived as an inner feeling of being good, self-esteem, being valued and respected, and social characteristics associated with relationships established with friends, family, and professionals, mediated by communication, culture and beliefs4. In its individual attributes, dignity also includes aspects of personality and the special value that each one contains. And, as social attributes, respect and autonomy should guide nursing actions with regard to the promotion of human dignity. Such actions include, for example, respect for privacy, confidentiality and belief, and the recognition of the rights and needs of those who are cared for5.
Moreover, dignity in care must consider the specificities of the phase of illness, old age, and the end of life4. Internationally3, tools and interventions have been developed to assess and promote dignity. Among the assessment tools, the question of patient dignity (patient dignity question [PDQ]), the measuring instrument for dignity Amsterdam (measurement instrument for dignity Amsterdam [MIDAM]), the inpatient dignity scale (IPDS), and the patient dignity inventory (patient dignity inventory [PDI]). As for interventions, dignity therapy (dignity therapy [DT]), the approach of dignity in care and life review are among the most used both in hospital environments and in long-term care institutions for older adults (LTCF).
LTCFs are public or private institutions that are characterized by welcoming and assisting people aged 60 or over, that is, older adults, usually with some dependence, with or without family support6. In most cases, especially in public institutions, residents are identified as being at social risk due to violence, abandonment, and dependence arising from illness, especially psychological and/or neurological7. In such institutions, the right to live life (or the end of it) with freedom, citizenship and dignity must be ensured6.
From a global perspective, the most accepted chronological definition for older people considers the age of over 65 years for those who live in developed countries and 60 for those who live in developing countries8. Japanese Study9 proposed changing this age limit to 75 years in order to change the lifestyle at this stage, which became more active and healthier, especially in developed countries. This change has led to an increase in life years due to better physical abilities, rejuvenation and reduction of neurovascular and circulatory diseases, which, in turn, requires reforms of social security systems to better assist the older population. Regardless of the delimiter, it is essential that conceptualizations based on chronological parameters observe the social, economic, and historical contexts of each country9.
Even so, older adults usually show functional decline associated with the progression of chronic diseases and multimorbidity, which results in a greater probability of institutionalization according to age, especially in the absence of a partner and children, or in the presence of low education, sedentary lifestyle, use of medications, need for mobility support, in addition to a diagnosis of Alzheimer’s or other dementias, cognitive impairment, and dependence to perform basic activities of daily living10.
From this perspective, the promotion of dignity in older adults with dementia, for example, requires the identification of personal values and self-identity early, that is, before the complete loss of cognitive functions. With this, it is possible to promote respect for preferences even in the face of commitment and ensure a minimum of autonomy by adapting care and the environment to preserved abilities11.
Nevertheless, institutionalization can cause depression, feelings of loneliness, isolation, lack of purpose, and a feeling of uselessness, consequences that can be reduced with socialization strategies aimed at sharing moments, life stories, personal, and/or intergenerational knowledge12. Likewise, the stay in LTCF can compromise basic psychobiological, psychosocial, and psychospiritual human needs of older adults and have repercussions on nursing diagnoses such as impaired urinary elimination, impaired physical mobility, deficit in self-care for bathing, frail elderly syndrome, hopelessness, low situational self-esteem, risk of loneliness, fear, and ineffective relationships13.
Therefore, the relevance of investigating the relationships between institutionalization and impairment of the sense of dignity of older adults is justified, both in relation to individual or interior attributes and to social or external attributes. This study aimed to identify international productions on dignity in long-term care institutions from the perspective of institutionalized older adults and their families.
Method
This is an integrative review based on six stages: identification of the theme and definition of the guiding question; establishment of inclusion and exclusion criteria; definition of the information to be extracted; analysis of included studies; interpretation and discussion of the results; and presentation of the review14.
To define the guiding question, the PICo strategy was based on: in this case, population (P) corresponds to institutionalized older adults and their families; interest (I), dignity; context (Co), institutionalization. This perspective poses the following question: “What are the productions on the dignity of older adults in long-term care institutions?”.
The survey of the studies took place in June 2024 in the electronic databases Medical Literature and Retrieval System Online (Medline), Scientific Electronic Library Online (SciELO), Web of Science, from Clarivate Analytics, and PsycINFO, from the American Psychological Association. The indexed descriptors Medical Subject Headings (MESH) were used: “respect”, “dignity therapy”, “aged”, “homes for the aged”, “family and health of institutionalized older adults” with the Boolean operator “and”.
Original articles in English, Portuguese, or Spanish with institutionalized older adults or their family members were included, available for access in full free of charge or via the journal portal Coordination for the Improvement of Higher Education Personnel (CAPES) linked to the Federated Academic Community platform, provided by the National Education and Research Network. No time limit was established to obtain a greater number of studies. Documents such as theses, dissertations, editorials, review articles, research protocols, essays, comments, experience reports, and abstracts or articles published in event annals were excluded.
After associating the descriptors, 6,494 documents were identified. The files extracted from the databases were transferred to the application Online Rayyan - Intelligent Systematic Review. The reading was performed using the blind double-check method. In case of conflict, a third reviewer was called to determine whether or not to include the document. The flowchart in Figure 1, based on the model Preferred Reporting Items for Systematic Reviews and Meta-Analyses (PRISMA) (15, shows the step-by-step of this step.
For data extraction and characterization, a form built in the Google search management application was used. The following information was extracted: title, authors, year, country, journal, study approach, authors’ area of expertise, study participants, data production technique, framework or theoretical framework, research design, study aim, study participant’s illness, and dignity and aspects involved in dignity.
Data collected on dignity and aspects involved in dignity were stored in the program Atlas.ti for coding and analysis by thematic similarity16. In the end, 16 codes made up the code book selected in 153 excerpts, which were grouped to compose the two thematic units: dignity for older adults and their families from the perspective of the external dimension; and dignity for older adults and their families from the perspective of the inner dimension, based on the model in which human dignity is divided into two main concepts (dignity from the perspective of the outer dimension and dignity from the perspective of the inner dimension) (2.
Results
Box 1 characterize the 18 studies analyzed.
In 14 studies17)-(23),(25),(26),(28),(31)-(34, the participants were institutionalized older adults; two27),(30 were conducted with family members; and two24),(29, with institutionalized older adults and family members. The main technique for producing data was the interview17)-(26),(28),(30)-(34, and only one study used the therapeutic tool TD29. Among the countries where the studies are conducted are Brazil25, Germany32, Canada30, Slovenia20, United States34, Finland24, Netherlands28, Japan21, Switzerland22, Sweden19, Taiwan33, India18, United Kingdom17),(26),(29),(31, Denmark, Sweden, and Norway23),(27.
Dignity for older adults and family members
Perspective of the external dimension
The behavior of health professionals impacts the perception of dignity of institutionalized older adults19. Harsh words, long waiting periods for care, lack of attention and comprehensiveness in care, unpreparedness and rigidity of the team in routines19),(20 constitute attitudes that neglect dignity and generate negative feelings in residents, such as powerlessness20 and helplessness23. Moreover, care practices that disregard the privacy and autonomy of the individual can further diminish the sense of dignity31.
The articles showed that the absence or scarcity of professionals in the institutions aggravates the feeling of helplessness18),(28. Lack of time, absence of staff and overload of tasks make it difficult to build relationships between older adults and their caregivers and compromise attention and quality of care18),(28),(32, resulting in the disruption of the dignity of institutionalized older adults, who are often forced to wait for help or to receive care in conditions of haste and neglect28.
Individualized care is essential to ensure the dignity of older adults27. When the team is sensitive, kind, attentive, willing to listen, and encourage older adults to perform daily activities independently, the quality of care improves and allows older adults to feel valued and respected22),(24. Professionals who prioritize dialogue21, which make routines more flexible to meet specific needs24 and that encourage independence26 demonstrate commitment to dignity.
Moreover, when basic needs are met with empathy and respect, the perception of dignity increases. Care with food, hygiene, help to carry out daily activities independently25, symptom management31 and help maintain physical and psychological health22 provide well-being and satisfaction with care and, thus, favor in residents the perception of living a dignified life, despite physical limitations when performed in a respectful, sensitive, and individual way27),(30.
The use of DT can make the lives of institutionalized older adults more meaningful and improve quality of life, increase the sense of purpose and will to live, and reduce suffering. Moreover, it can help families, as it has been shown to be an effective practice to promote a good end-of-life experience29.
Respect is also manifested when decisions about residents’ lives are shared not only with them, but also with their families. The active participation of older people and their loved ones in decisions about care and in receiving clear and continuous information is essential to preserve dignity and ensure that the needs of older people are met30.
In addition, social interactions and family support play a crucial role in preserving the dignity of institutionalized older adults33. Family reunions, relationships with other residents and social encounters were reported as basic requirements for the construction and maintenance of dignity32. Also, effective communication, which often involves overcoming language and cultural barriers, was portrayed as fundamental to avoid social isolation33.
LTCFs can be good places to live25, and, even if confined, some residents feel that life preserves its meaning, which strengthens dignity28. Nevertheless, for others, the institution is nothing more than a place to wait for death25, loaded with feelings of abandonment, non-belonging, uselessness before society, devaluation, where they must follow rules and wills imposed by others28.
Discourses about institutionalization range from “home is where you do it”, in an attempt to assign new meanings to the environment, to others associated with the feeling of abandonment, such as “I just got thrown out” (21. In this context, some older adults are able to adapt to the new routine and accept institutionalization and dependence, which maintain a greater sense of dignity than those who refuse to accept the new reality28.
One of the main benefits of institutionalization is guaranteed access to health services. Continuous access and availability of care are essential factors for improving the quality of life of many older adults. For those who have fragile health conditions, LTCFs can represent a safe and appropriate environment for the treatment of diseases, which translates into a significant improvement in their physical conditions25),(33.
Another important factor for dignity is the environment and the quality (or not) of the facilities. Poor conditions influence the well-being of residents and compromise the sense of dignity18. Some older adults report that living in shared rooms offers a feeling of security and company28. However, others say that privacy is an essential factor for maintaining dignity31.
Leisure also occupies an important space in the routine of institutionalized older adults. This works not only as a form of distraction, but as a means of preserving dignity, whether with activities such as physical exercise and walking19 or even with social gatherings or religious events18, insofar as they provide moments of pleasure and interaction22.
Perspective of the inner dimension
Dependence, whether to perform daily activities or to take care of their own health, is experienced by residents as a constant threat, as they find themselves unable to take care of themselves19),(23),(32. Physical problems such as tiredness, pain, and loss of functions are the main responsible for this feeling of loss of dignity, as the loss of self-care skills is progressive19.
Dependence entails feelings of being a burden for those who care20),(23, loneliness19),(28, distress and disability26, lack of purpose19, embarrassment31, anger and sadness20. Moreover, institutionalized older adults consider that being dependent is a threat to autonomy23 and to their own identity17, as health declines while illness progresses, body and strength are no longer the same, and the need for help increases17.
Older adults show some resistance to asking for help, as this constantly reminds them of the weight of dependence and loss of autonomy33. A study showed that teaching and encouraging older adults to take care of their personal hygiene independently led to ongoing efforts to actively participate in their own care19. This quest to maintain autonomy and a sense of dignity in older adults allows them to feel that they still have control over important aspects of their lives23.
The act of relying on others for such intimate care as personal hygiene and oral hygiene can be seen as an invasion of privacy. For many of these older adults, maintaining dental hygiene, whether with natural teeth or dentures, is directly linked to maintaining personal identity and appearance, a fundamental part of what they consider their dignity17.
On an emotional level, addiction is not restricted to the physical impact, but also affects the mental health and self-esteem of older adults. The feeling of no longer being able to play important roles, of not being able to fight the challenges of the disease and of being stuck in a routine that no longer reflects who they were generates deep anguish26. Loneliness, lack of prospect of improving health28 and fear of death31 contribute to feelings of depression and hopelessness. This decline in bodily health and functionality is often accompanied by a feeling that life has lost its value and the loss of continuity of self26.
The maintenance of personal characteristics despite the disease, communication and the preservation of cognitive skills are considered essential to maintain dignity19),(28. For many, the loss of the ability to communicate or the development of cognitive diseases such as forgetfulness, feelings of disempowerment, violation, infantilization and undervaluation are seen as factors that affect dignity27. Despite this, some older adults still manage to maintain a level of self-esteem by defending themselves or showing indifference to external opinions28.
Search for dignity is transformed into the search for recognition due to old age from an attempt to maintain dignity in spite of it, either via adaptation to organizational rules or the management of economic and personal implications, self-care and decision-making32.
Having a dignified death is also something considered important by older adults. Being active until the last moment, having respect for one’s wishes, not feeling pain, being close to people important to oneself, saying goodbye in private and dying at the right time means maintaining one’s dignity until the last minute of life32.
In addition, religious faith offers a source of comfort and hope in the face of the difficulties of illness and the loss of autonomy28),(34. Religious beliefs can mitigate the fear of death and provide a sense of peace and acceptance. Feeling supported by their faith helps older adults to preserve their dignity and to resign themselves to moving forward28.
Furthermore, the relationship of older adults regarding respect and freedom is essential for the preservation of dignity, especially in the context of institutionalization. Even facing neurocognitive disorders and decreased ability to perform daily tasks, older adults still express the need to respect privacy, autonomy and life history. Respect for their private lives was highlighted as a crucial factor, as it connects them to their identity and personality22.
The violation of dignity and respect occurs when older adults are not seen by others as unique individuals, but as part of a group, which disregards their needs and desires27. When their promises are not fulfilled or when they do not have the opportunity to make their own decisions, the feeling of disrespect intensifies27),(28.
Finally, having freedom is important to maintain dignity23. LTCFs, especially private ones, impose severe restrictions that lead to feelings of imprisonment and lack of freedom18. Moreover, the older adults feel deprived of the ability to decide for themselves20, even though they have the freedom to think what they want23. Although they maintain the freedom to think, this autonomy is nullified by physical limitations and lack of choice in everyday actions. Locked doors, for example, symbolize the loss of freedom and autonomy, while sharing a room with someone unknown also represents a violation of your personal freedom and intimate space23.
Discussion
The promotion of dignity from the perspective of the external dimension encompasses both the practices developed by health professionals and the socio-structural factors that permeate the experience of older adults institutionalized in LTCFs, which directly influence the perception of respect, value and recognition of older adults as a singular subject.
The assistance of the multidisciplinary team is central to this promotion, as it favors more effective and comprehensive health care, as long as it assists and prioritizes the individual in all dimensions, whether physical, social, emotional or psychic35. Moreover, the way of acting and caring, if based on the domain of the aging process, evaluation of health conditions, management of chronic diseases and, above all, on relational attitudes such as empathetic communication and respect, exerts a significant impact on the perception of quality of life, well-being, autonomy and dignity36. Nevertheless, the absence or scarcity of professionals compromises the quality of care, intensifies feelings of anguish and helplessness among institutionalized older adults, and overloads workers, causing damage to the health, especially mental health, of workers in institutions37.
Respect for individuality is an essential element for the preservation of dignity. Actions aimed at nutritional, hygiene and comfort demands, when conducted in an appropriate and respectful manner, transcend the technical dimension and reaffirm the recognition of older adults as human beings, contributing to the preservation of their identity and self-esteem38. In this sense, therapeutic interventions such as dignity therapy stand out for favoring reflection on the trajectory of life, coping with psychosocial suffering and attributing meaning to existence39.
Institutionalization can give rise to ambiguous feelings, which oscillate between approval and contentment with the environment and discomfort, impotence and loss of autonomy. Changes in routines and social relationships and the need to follow institutional norms can negatively impact the perception of freedom and dignity40. In this context, the relationship between health professionals and family members, especially with regard to dialogue, plays a fundamental role because it strengthens bonds, favors shared decision-making, and reduces anguish and uncertainties related to care and institutionalization41. Moreover, leisure activities are a relevant strategy within LTCFs, as they promote well-being and satisfaction and help to ward off loneliness42.
From the inner perspective, dignity is strongly associated with the maintenance of autonomy and independence. Physical and functional limitations intensify feelings of incapacity and loss of purpose, so that they affect self-esteem and the value attributed to oneself43. From an emotional perspective, dependence produces negative effects both on mental health, mainly linked to depression, and on the self-esteem of older adults, aggravated by social isolation and institutional routine44. Moreover, dignity is related to subjectivity and individualism, and, therefore, stereotyping older adults as a homogeneous group distances their individuality and contributes to the contempt of the right to dignity45, a notion corroborated by the results obtained in this review, according to which maintaining one’s own characteristics and preserving one’s self-esteem is a way to cultivate dignity.
From this perspective, autonomy emerges as an expression of social and programmatic relations that reveal different forms of vulnerability (interpersonal, social and programmatic) in the daily care routine. The common challenges faced by older adults, such as social isolation and inadequacies in the routines of the services, function as markers of this vulnerability and require care strategies that respect the unique needs of each individual, while promoting an ethical care practice that is responsive to the life circumstances of older adults46.
Living with dignity also implies dying with dignity. Dignified death is understood as one that prioritizes relief from suffering, pain control, respect for the natural course of life, and emotional, spiritual, and family support, and thus promotes comfort and serenity at the end of life47. In this process, religious beliefs offer comfort and mitigate the fear of death, thus helping to preserve dignity48.
Finally, dignity is perceived when respect is maintained and life history, liberty and privacy are preserved. Dignity in the care of older adults is seen when there is an experience of respect, trust, security and charity, and dignified care is based on respect and kindness. Dignity and respect are violated when older adults are seen as belonging to a group and do not participate in decisions about their own health, when there is a feeling of abandonment, non-belonging, forgetfulness and loneliness49.
Final considerations
By identifying and analyzing international productions on dignity in long-term care institutions from the perspective of institutionalized older adults and their families, this review highlighted an important gap in the literature, especially in the Brazilian context. The privileged languages stand out as a limitation of this work; the fact that only one study was conducted in the national context; and the small amount of research that investigates the opinion of older adults about dignity in the context of institutionalization. Even so, this review promotes progress through the systematization and integration of evidence, which contributes to the understanding of dignity as a multidimensional phenomenon, crossed by individual, relational and institutional factors.
The findings indicate that the quality of care, the conditions of the environment and family support are central to the preservation or violation of the dignity of institutionalized older adults. The performance of attentive, empathetic and respectful health teams, combined with the satisfaction of basic needs, favors the well-being, self-esteem and recognition of older adults as a dignified subject. In addition, social interaction, especially with family members and other residents, strengthens the sense of belonging and continuity of affective bonds and, therefore, is also configured as a protective factor for dignity.
On the other hand, lack of attention, disregard for individual needs, overload of professionals’ tasks and precarious conditions in LTCFs can intensify feelings of helplessness, powerlessness and exclusion and compromise the physical and emotional dignity of residents. The institutional environment, therefore, emerges not only as a space of care, but as a structuring element of the experience of dignity.
Moreover, this review shows that psychoemotional and spiritual experiences can impact the preservation of autonomy and the ability to attribute meaning and value to life. Religious beliefs are a source of consolation, relieve the fear of death and provide a sense of peace, acceptance and strength. Faith allows older adults to find a sense of continuity and belonging, essential to maintain their inner dignity until the end of life.
Finally, the results broaden the understanding of dignity beyond an individual attribute, as they highlight its relational and contextual character. These findings offer relevant support for the qualification of care practices, the training of health professionals, and the formulation of public policies aimed at promoting ethical, humanized care centered on the uniqueness of institutionalized older adults.
Data availability:
All data used or generated in this study are described and presented in full in the body of the article.
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