Kathleen F. Jett
Culture and aging
THE LIVED EXPERIENCE
I feel so out of place here. If my children weren’t so busy, I suppose I could live with them, but they seemed so relieved when this retirement home would accept me. I wonder if they knew I was the only Chinese person in this place. A sweet young Chinese student tried to talk with me, but she only spoke Mandarin and I speak Cantonese. She had never lived in China. I want so much to talk to someone my age who lived in China and speaks my language.
Shin, a 75-year-old woman
Learning objectives
Upon completion of this chapter, the reader will be able to:
• Identify factors contributing to the nurse’s cultural sensitivity.
• Discuss approaches that facilitate an appreciation of diverse cultural and ethnic experiences.
• Explain the prominent health care belief systems.
• Identify nursing care interventions appropriate for ethnically diverse elders.
• Formulate a plan of care incorporating ethnically sensitive interventions.
Glossary
Ethnocentrism The belief in the inherent superiority of one’s ethnic group, accompanied by devaluation of other groups.
Folk medicine Healing methods originating among the people of a given culture and primarily transmitted from person to person.
Interpreter A person who transmits the meaning of what is spoken in one language to another spoken language.
Translator A person who converts written materials from one language to another.
evolve.elsevier.com/Ebersole/gerontological
Interest in and attention to culture and health care are increasing. In the field of gerontology, this interest is stimulated to a great extent by two major issues: the realization of a “gerontological explosion” and the recognition of the significant health disparities and inequities in the Unites States. The gerontological explosion refers both to the rapid increases in the total numbers of older adults, especially those over 85 years of age, and to the relative proportion of older adults in most countries across the globe (see Chapter 1). Health disparities refers to the differences in the state of health and health outcomes between people.
Health disparities adversely affect groups of people who have systematically experienced greater obstacles to health based on racial or ethnic group; religion; socioeconomic status; gender; age; mental health; cognitive, sensory or physical disability; sexual orientation or gender identity; geographic location; or other characteristics historically linked to discrimination or exclusion (U.S. Department of Health and Human Services [USDHHS], 2012).
Health inequities refers to the excess burden of illness or the difference between an expected incidence and prevalence and that which actually occurs in excess in a comparison population group. The inequities are often the result of both historical and contemporary injustices. Those found to be especially vulnerable to health disparities and inequities are older adults from ethnically distinct groups (Table 4-1).
TABLE 4-1
Blacks Compared with Whites on Measures of Quality and Access: Specific Measures, 2009*
Topic | Better than Whites | Worse than Whites |
Cancer | Colorectal cancer diagnosed at advanced stage | |
Adults 50 years of age and over who report they ever received a colonoscopy, sigmoidoscopy, proctoscopy, or fecal occult blood test | ||
Colorectal cancer deaths per 100,000 population | ||
Breast cancer diagnosed at advanced stage | ||
Cancer deaths per 100,000 female population due to breast cancer | ||
Heart disease | Deaths per 1000 admissions with acute myocardial infarction as principal diagnosis, 18 years of age and over | |
Hospital patients who received recommended care for heart failure | ||
HIV and AIDS | New AIDS cases per 100,000 population 13 years of age and over | |
Respiratory diseases | Adults 65 years of age and over who ever received pneumococcal vaccination | |
Hospital patients with pneumonia who received recommended care | ||
Functional status preservation and rehabilitation | Female Medicare beneficiaries 65 years of age and over who reported ever being screened for osteoporosis | |
Supportive and palliative care | Long-stay nursing home residents who were physically restrained | High-risk long-stay nursing home residents with pressure sores |
Short-stay nursing home residents with pressure sores | ||
Home health care patients who were admitted to the hospital | ||
Timeliness | Emergency department visits in which patients left without being seen | |
Access | People without a usual source of care due to a financial or insurance reason | People who have a usual primary care provider |
*Modified for those most relevant to older adults.
From The National Healthcare Quality Report, 2009; Chapter 4. Priority Populations. Available at http://www.ahrq.gov/qual/nhdr09/Chap4.htm.
Today’s nurse is expected to provide competent care to persons with different life experiences, cultural perspectives, values, styles of communication and ages than their own. The nurse may need to effectively communicate with people regardless of the languages and manner being spoken. In doing so, the nurse may have to depend on limited verbal exchanges and attention to more facial expressions, postures, and gestures. However, these forms of communication are heavily influenced by age, culture and ethnicity and easily may be misunderstood. To skillfully assess and intervene, nurses must first develop sensitivity through awareness of their own ethnocentrism and ageist attitudes. Effective nurses develop competence and the ability to work sensitively with older adults through new knowledge about aging, ethnicity, culture, language, and health belief systems, and develop the skills needed to optimize communication.
Knowing how to provide competent care is especially important in gerontological nursing because many older adults are just now immigrating to the United States. Many others have spent their lives in self-contained, homogeneous communities and may not have become acculturated to a Western model of care. This situation is likely to result in cultural conflict in the health care setting.
This chapter provides an overview of culture and aging, as well as strategies that gerontological nurses can use to best respond to the changing face of aging and in doing so, help reduce health inequities. These strategies include increasing sensitivity, knowledge and skills, decreasing ageism and working with diverse groups of older adults.
The gerontological explosion
The population of the United States is rapidly becoming more diverse. Persons of color, who have long been classified as those from “minority groups,” will represent about 50% of the population in the next 50 years. The greatest increase in the number of ethnically diverse elders in the United States will be those who identify themselves as African American, followed by Hispanic, followed by Asian and Pacific Islanders (Table 4-2). Those who report “white alone” will decrease from 87% to 77%; African American alone will increase from 9% to 12% between 2010 and 2050 (Vincent & Velkoff, 2010). The effect of the overall growth in the numbers of elders currently in all groups is being seen in all aspects of nursing (Administration on Aging [AOA], 2010). For example, it would not be unusual for nurses working in states with the greatest number of immigrant elders (especially California, Nevada, Florida, Texas, New Jersey, and Illinois) to care for persons from a variety of backgrounds in the same day (Gelfand, 2003). It must be noted, however, that these and many of the figures available today are drawn from the U.S. Census, in which persons of color are often underrepresented and those who reside illegally are not included at all. In reality, the numbers of elders from diverse backgrounds residing in the United States may be and may become substantially higher.
TABLE 4-2
Percentage of Persons 65 Years of Age and Older in the United States from Minority Groups in 2009
African American | 8.3 |
Asian/Pacific Islander | 3.4 |
American Indian/Native Alaskan | <1 |
More than one race | 0.6 |
Hispanic (any race) | 7.0 |
Data from A profile of older Americans (2010). Available at www.aoa.gov/AoARoot/Aging_Statistics/Profile/2010/7.aspx.
Health disparities
In 2003 the Institute of Medicine (IOM) prepared the landmark analysis of health disparities. It began with the acknowledgement that persons of color had difficulty accessing the same care as their white counterparts. The study showed that even among those who had the same access, health care treatment in the United States in and of itself was unequal (Smedley et al., 2003) (Box 4-1). The barriers to quality care were found to be wide and were consistently found across the spectrum of disease areas and clinical services. Although there has been some improvement, significant problems remain (Centers for Disease Control and Prevention, 2009; National Institute on Aging, 2010). The goals published in Healthy People 2020 are to work to achieve health equity, eliminate disparities and improve the health of all groups (USDHHS, 2012).
Reducing health disparities
The IOM study also provided a number of recommendations for reducing health disparities. However, before change can occur, health care providers must become more culturally competent. The objective is not just to become competent but to become culturally proficient, that is, able to move smoothly between the world of the nurse and the world of the patient (in this case, the world of the elder). Moving toward proficient gerontological nursing care is one of the major strategies to improve the health of all persons regardless of age or ethnicity.
Increasing cultural competence
As nurses move toward gerontological cultural proficiency, they increase their awareness, knowledge, and skills. Nurses can learn of their personal biases, prejudices, attitudes, and behaviors toward persons different from themselves in race, ethnicity, age, gender, sexual orientation, social class, economic situations, and many other factors. Through increased knowledge, nurses can better assess the strengths and weaknesses of the older adult within the context of their lives and know when and how to effectively intervene to support rather than hinder long-held patterns that enhance wellness and coping. Competence means having the skills to put cultural knowledge to use in assessment, communication, negotiation, and intervention.
Awareness
Increased awareness calls for openness and self-reflection. It is a conscious effort to recognize the bias we express in our interactions with others, especially those who are different than we are (Stone & Moskowitz, 2011). If the nurse is white, especially those who are younger, it is realizing that this means special privilege and freedoms in a predominantly white and youth-oriented society. Those who are especially affected are older adults of color who may not have had the same advantages or experiences as the nurse (McIntosh, 1989). For example, in many regions of the United States, especially in the rural South, the current cohort of African Americans was limited to a fourth-grade education, with far-reaching implications. African Americans who are elders today lived during the time of Jim Crow laws which legalized discrimination and segregation and significantly restricted their lives. Events of the time included numerous murders by lynching (see www.jimcrowhistory.org and Box 4-2). These elders are also aware of the Tuskegee Experiment, in which black men with syphilis were purposely deceived and not treated so scientists could study its effect over time (see www. cdc.gov/tuskegee/timeline.html). For some, this has left a continuing distrust of the health care system and a reluctance to become involved in research.
Cultural awareness means recognizing the presence of the “isms” such as the racism just described. It is imperative to understand how these affect not only the pursuit and receipt of health care, but also the quality of life for older adults (Smedley et al., 2003). Moreover, as older adults they also may have faced sexism, classism, ageism, and so on.
Ageism is a term coined in 1968 by Robert Butler, the first director of the National Institute on Aging, to describe the discrimination and negative stereotypes that are based solely on age. Cole (1997) examined the historic roots of ageism in America. At one time, power in the United States was held almost exclusively by older white males. With the shift to urban industrialism and a growing emphasis on productivity and the ability to withstand the rigors of factory work, power and influence shifted from older to younger white men. With a near cultural obsession with youth today, it is easy to see that ageism is alive and well. Gift shops and department stores are replete with products such as “antiaging” products and graphic portrayals mocking the abilities of those formerly known as elders (Associated Press, 2011). In 2004, Americans spent $45.5 billion on antiaging products, and spending is expected to reach $72 billion by 2009 (International Longevity Center, 2006, p. 28). We often think in personal terms when negative stereotypes are applied to the person due to his or her age, but ageism may also be institutional, such as in mandatory retirement policies or the absence of older adults in research clinical trials. Ageism may be intentional, such as when older workers are targeted in financial scams, but more often in nursing it is unintentional, but nonetheless present and hurtful (Box 4-3). Some health care professionals demonstrate ageism, undoubtedly in part because providers tend to see many frail older persons and fewer of those who are healthy and active. The impact of these perceptions has largely been ignored but almost certainly negatively affects health outcomes.
We now know that ageism is not universal but is most often reflective of the Euro-American culture. In many other cultures, elders are treated with special respect and honor. For example, for the most part, African American elders are respected. They may provide wisdom and insight to younger members of the family. Owing to a number of factors, African American grandparents are increasingly assuming the role of parent, for grandchildren and other teenage and younger relatives (Caminha-Bacote, 2008) (see Chapter 24).
Before the nurse provides quality care to elders, it is useful to self-reflect and consider whether one holds any personal beliefs about such persons and whether these beliefs are negative or positive, how they affect care delivery, and if they are based on facts rather than anecdotal experiences resulting in stereotypes.
Knowledge
Cultural knowledge is both what the nurse brings to the caring situation and what the nurse learns about older adults, their families, their communities, their behaviors, and their expectations. Essential knowledge includes the elder’s way of life (ways of thinking, believing, and acting). This knowledge is obtained formally and informally through the individual’s professional experience of nursing.
Some nurses prefer to use what can be called an “encyclopedic” approach to details of a particular culture or ethnic group, such as proper name usage, touch, greeting, eye contact, gender roles, foods, and beliefs about relevant topics such as health promoting practices, pain expression, death rituals, or caregiving. This information is available in many compendiums of cross-cultural information (see the Evolve website for this book). The work of the Stanford Geriatric Education Center is especially helpful in this area (http://sgec.stanford.edu/training). When working with elders from a specific culture, knowledge about attitudes toward caregiving, decision making, and death rituals are especially important and may be particularly sensitive.
Although cultural knowledge is helpful and essential, caution must be used with regard to the potential for stereotyping. Stereotyping is the application of limited knowledge about one person with specific characteristics to other persons with the same characteristics; negative characteristics are especially prone to this treatment. Stereotyping limits the recognition of the heterogeneity of the group. At the same time, relying on knowledge of a positive stereotype can be useful as a starting point in understanding, but it too can be used to limit understanding of the uniqueness of the individual and impose unrealistic expectations. For example, a common stereotype of the African American culture is to assume that the church is a source of support. The nurse’s assumption can easily have a negative outcome, such as fewer referrals for formal services support (e.g., home-delivered meals).This stereotype can also be used to shortcut conversation about discharge planning. In discussing discharge plans with an African American elder, the non–African American nurse may say, “I understand that the church is often a source of support in the African American community. Is this one of the resources you will be able to depend on when you return home?”
Persons from a specific ethnic group may share a common geographical origin, migratory status, race, language or dialect, or religion. Traditions, symbols, literature, folklore, food preferences, and dress are expressions of ethnicity. These may be particularly seen in older adults who have had no need to leave their culture-specific neighborhoods such as Chinatowns in the major cities, or the barrios of the Southwest. Persons who identify with the same ethnic group may or may not share a common race. For example, persons who consider themselves Hispanic are members of the most diverse ethnic group in the United States and may be from any race and from any one of a number of countries. However, they usually have the Catholic religion and the Spanish language in common.
Health beliefs and practices are usually a mixed expression of life experience and cultural knowledge. In most cultures, older adults are likely to treat themselves for familiar or chronic conditions in ways they have found successful in the past, practices that are referred to as domestic medicine, folk medicine, or folk healing. The basis for much folk medicine was, and remains, to make the most of whatever is available. When self-treatment fails, a person will consult others known to be knowledgeable or experienced with the problem, such as a community or indigenous healer, often an elder known to the community. Only when this too fails do people seek help within the formal health care system.
The culture of nursing and health care in the United States is one that advocates what is called the Western or biomedical system with its own set of beliefs about the cause of illness, the choice of treatments, and so on. In most settings this belief system is considered superior to all others, an ethnocentric viewpoint. However, many of the world’s people have different beliefs, such as those of the personalistic (magicoreligious) system or the naturalistic (holistic) system. Each system is complete with beliefs about disease causation and recommendations for prevention and treatment. It is not uncommon for ethnic elders to adhere to belief systems other than the biomedical system or a combination of systems. Nurses who are familiar with the range of health beliefs and realize their importance will be able to provide more sensitive and appropriate care. In the absence of understanding there is great potential for conflict. This is especially important to remember when working with those who have lived in culturally homogeneous communities.
Western or biomedical system
In the Western or biomedical belief system, disease is thought to be the result of abnormalities in the structure and function of body organs and systems, often caused by an invasion of germs or genetic mutation. The terms disease and illness are subjective; they are used by care providers and not always understood by others. In the biomedical system, assessment and diagnosis are directed at identifying the pathogen or the process causing the abnormality by using laboratory and other procedures. Treatment is based on removing or destroying the invading organism or repairing, modifying, or removing the affected body part. Prevention involves the avoidance of pathogens, chemicals, activities, and dietary agents known to cause abnormalities. Health is often considered the absence of disease (see Chapter 1).
Personalistic or magicoreligious system
Those who follow the personalistic or magicoreligious system believe that illness is caused by the actions of the supernatural, such as gods, deities, or nonhuman beings, such as ghosts, ancestors, or spirits. Health is viewed as a blessing or reward of God and illness as a punishment for a breach of rules, breaking a taboo, or displeasing or failing to please the source of power. Beliefs about illness and disease being caused by the wrath of God are prevalent among members of the Holiness, Pentecostal, and Fundamentalist Baptist churches. Examples of magical causes that illness can be attributed to are voodoo, especially among persons from the Caribbean; root work among southern African Americans; hexing or spells among Mexican Americans and African Americans; and Gaba among Filipino Americans. Knowledge about hexing became popularized in the Harry Potter series. Treatments may include religious practices, such as praying, meditating, fasting, wearing amulets, burning candles, and establishing family altars. Making sure that social networks with their fellow humans are in good working order is viewed as the essence of prevention. It is therefore important to avoid angering family, friends, neighbors, ancestors, and gods. This belief system can be traced back to the ancient Egyptians, thousands of years before the common era, and persists in its entirety or in parts in many groups. Current practices that would be included in this group include rituals such as “laying of the hands” and prayer circles. It is not uncommon to hear an older adult pray for a cure or lament, “What did I do to cause this?”
Naturalistic or holistic health system
The naturalistic or holistic health belief system is based on the concept of balance and stems from the ancient civilizations of China, India, and Greece (Wang & Paulanka, 2008). Many people throughout the world view health as a sign of balance—of the right amount of exercise, food, sleep, evacuation, interpersonal relationships, or the geophysical and metaphysical forces in the universe, such as chi. Disturbances in this balance result in disharmony and subsequent illness. Diagnosis calls for the determination of the type and extent of imbalance. The appropriate intervention, therefore, is to restore balance and harmony.
Traditional Chinese medicine is based on this belief, on the balance between yin and yang, darkness and light. Older adults who were raised in one of the countries on the Pacific Rim (especially in Asia and the Pacific Islands) or in a traditional American Indian community frequently rely on this system. The naturalistic system practiced in India and some of its neighboring countries is known as ayurvedic medicine.
Another variation is seen in those who follow the hot-cold beliefs, apart from traditional Chinese medicine. Held by many of Hispanic backgrounds, illness is believed to be the result of an excess of heat or cold that has entered the body and caused an imbalance. Hot and cold are generally metaphoric, although at times actual temperature is considered. Various foods, medicines, environmental conditions, emotions, and body conditions, such as menopause, may possess the characteristics of either hot or cold (Spector, 2008). Selecting an appropriate treatment requires the identification of disease type, either hot or cold; treatments are likewise divided. They are focused on using the opposite element; if the disease is the result of excess heat, treatment will be with something that has cold properties, and vice versa. The treatments include teas, herbs, food, dietary restrictions, techniques, or medications from Western medicine that have hot and cold properties.
Naturalistic healers can also be advanced practice nurses, physicians, or herbalists who specialize in symptomatic treatment and know which medicines will restore the body’s equilibrium. In the American Indian culture, the healer is referred to as a medicine man or woman who combines naturalistic and magicoreligious systems. Prevention is directed at protecting oneself from imbalance.
Skills
Skillful nursing requires mutual respect between the nurse and the elder. It is working “with” the person rather than “on” the person. Providing the highest quality of care for diverse elders and enhancing healthy aging calls for a new or refined set of skills. These skills include listening carefully to the person, especially for his or her perception of the situation, and attending not just to the words but to the nonverbal communication and the meaning behind the words. It is a skill to be able to listen to the elder’s perception of the situation, desired goals, and ideas for treatment. Cultural skills include the ability to explain your (the nurse’s) perceptions clearly and without judgment, acknowledging that there are both similarities and differences between your perceptions and goals and those of the elder. Finally, cross-cultural skills include the ability to develop a plan of action that takes both perspectives into account and negotiate an outcome that is mutually acceptable (Berlin & Fowkes, 1983).
Working with interpreters
Caring for persons cross-culturally often includes working with an interpreter. Interpreting is the process of rendering oral expressions made in one language into another in a manner that preserves the meaning and tone of the original without adding or deleting anything. The job of the interpreter is to work with two different linguistic codes in a way that will produce equivalent messages. The interpreter tells the elder what the nurse has said and the nurse what the elder has said without adding meaning or opinion but in a way in which communication is as accurate as possible. This is often confused with translation (when interpreters are called “translators”), which instead deals with the written word.
Respectful communication is called for at all times; it is essential, however, with older adults from cultures in which this is the expectation and for those with limited or no English proficiency. Respectful communication includes addressing the person in the appropriate manner (surname unless otherwise instructed by the elder) and using acceptable body language. For example in most cultures other than those of northern Europe (including Euro-Americans) direct eye contact is considered disrespectful. To press eye contact with an elder may be particularly rude.
An interpreter is needed any time the nurse and the elder speak different languages, when the elder has limited English proficiency, or when cultural tradition prevents the elder from speaking directly to the nurse, for example as a result of the nurse’s being a man or woman. The more complex the decision that must be made, the more important the skills of the interpreter are, such as when determining the elder’s wishes regarding life-prolonging measures or the family’s plan for caregiving.
It is ideal to engage persons who are trained medical interpreters who are of the same age, sex, and social status as the elder whenever possible. Unfortunately it is usually necessary to call upon younger interpreters; the effectiveness of the exchange may be hampered by the presence of intergenerational boundaries. Children and grandchildren are often called on to act as interpreters. In such a situation the nurse should realize that the child or the elder is “editing” comments because of cultural restrictions about the sharing of certain information (i.e., what is or is not considered appropriate to speak of to an elder or a child).
When working with an interpreter, the nurse first introduces herself or himself to the client and the interpreter and sets guidelines for the interview. Sentences should be short, employ the active voice, and avoid metaphors because they may be impossible to convert from one language to another. The nurse asks the interpreter to articulate exactly what is being said, and all conversation is addressed directly to the client (Enslein et al., 2002). Most guides will have the interpreter sit to the side and slightly behind the person. However, due to age-related hearing loss the interpreter may need to sit aside the nurse so the speaker can be seen for optimal communication (Box 4-4).