Caregiver and Client Relationship Transitions

Stephen Tweed | December 28, 2009 | Newsroom
It might seem like a simple equation, an elder in need of specific services is matched with a caregiver of compatible experience. Sometimes we get so caught up in just “matching” caregivers to reach our desired number of clients served at a given time that we overlook some of the basics.After evaluating a potential client’s…

It might seem like a simple equation, an elder in need of specific services is matched with a caregiver of compatible experience. Sometimes we get so caught up in just “matching” caregivers to reach our desired number of clients served at a given time that we overlook some of the basics.

After evaluating a potential client’s physical needs, their transition from an independent to dependant lifestyle, are you able to pick up on their emotional transition? If not, you are also unable to critically match your clients with caregivers, and reach your maximum customer satisfaction potential.

Many caregivers and care receivers go through three distinct phases of emotional transition:

  • Denial transition. This is a time when neither the caregiver nor the care receiver is emotionally ready to accept the situation. This creates a lot of tension in the relationship.
  • Mourning transition. This can lead to aggression, anger, or depression about the situation or toward people.
  • Adjustment transition. This is when both the caregiver and the care receiver have accepted the situation and are able to develop coping skills. The energy of the relationship is focused on helping each other rather than denying or being angry

These transitions vary from client to client, caregiver to caregiver, and of course each individual relationship that each client has with a caregiver. The adjustment transition is the healthiest for both the client and caregiver. Even in denial and mourning transitions, each client and caregiver has the potential to reach the adjustment transition.

When you are starting with a client that is in a denial or mourning transition, match them with a caregiver that has a strong adjustment transition disposition. For clients that change in and out of transitions quickly, match them with a caregiver that is experienced in evaluating and reacting to transitions quickly.

Caregivers that are frequently in denial or mourning transitions may require advanced training. These caregivers can sometimes cause more harm than good, by negatively influencing clients and losing customers.

It does require some extra effort to train your caregivers how to properly recognize and react to different transitions, but it is a win-win situation for both caregivers and clients.
Clients that have a healthy relationship with their caregiver will be easier to work with in the future when their needs change and become more challenging. They will have more positive experiences to share with other potential clients.

Stephen Tweed
Stephen Tweed is among the top Thought Leaders in Home Care today. As an industry researcher, author, and executive coach, he has worked with owners and CEOs of companies in the top 5% of Home Care and is a frequent speaker at Home Care association conferences and corporate meetings across the US and Canada.

Related Posts

Learning from Your Company History

March 27, 2025
Earlier this week, I put up a post in my LinkedIn Group about the power of having a five-year vision. One of the lessons we have learned from our Home Care CEO Forum Mastermind Groups is that Home Care leaders in the top tier of our industry are visionary thinkers, and they have a huge vision for their companies.I…

Where Passion Meets Talent

March 20, 2025
I've been thinking about Where Passion Meets Talent.I was in Kutztown Pennsylvania this past week attending the opening of an art show for my granddaughter, Ainsley Tweed. She is graduating from Kutztown University of PA with a degree in art, and this was the grand opening of her senior art show.Ainsley loves cats. And her art talent…

Building a High Performance Home Care Team

March 6, 2025
I've been thinking about The Characteristics of a High Performance Team.I was in a conversation with a professional colleague this week, and we were talking about building high performance teams. She talked about the metaphor between sports teams and health care teams, and asked the question ..."Does the sports team truly capture the complexity of…