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Originally Processed With FOIA(s): FOIA Number: S S FOIA MARKER This is not a textual record. This is used as an administrative marker by the George Bush Presidential Library Staff. Record Group/Collection: Donated Historical Materials Collection/Office of Origin: Frieden, Lex, Collection Series: Printed Materials Subseries: Reference Materials OA/ID Number: 52156 Folder ID Number: 52156-007 Folder Title: Miscellaneous Rehabilitation Medicine Papers 3 [1987] Stack: Row: Section: Shelf: Position: CERTIFICATION Understanding and Optimizing Family Adaptation to Traumatic Brain Injury Mitchell Rosenthal, Ph.D. Director, Psychological Medicine Marianjoy Rehabilitation Center Wheaton, Illinois, 60189 The significance of the family in the process of brain injury rehabilitation can be traced to several major sources: (1) research studies which have documented how families are impacted by traumatic brain injury (Brooks & McKinlay, 1983; Brooks, Campsie, Symington, Beattie and McKinlay, 1987; Lezak, 1978; Livingston, 1987; Oddy, Humphrey & Uttley, 1984; Romano, 1974; Panting & Merry, 1972); (2) emergence of consumer organizations, such as the National Head Injury Foundation in the United States and Headway in Britain; and (3) the widespread incorporation of families into the rehabilitation process within comprehensive brain injury rehabilitation programs. The pervasive neurobehavioral deficits which result from injury to the brain are now commonly recognized as those which primarily comprise the brain injured person's capacity to think, reason, make adequate judgments, remember, perceive, plan and execute actions, manifest emotion, behave in a socially appropriate fashion, and exist as a productive member of society (Levin, 1972). In cases of severe brain injury, the victim of head injury, though often physically intact and superficially recognizable to the family, think and act in a manner which is unlike their pre-injury behavior and quite socially maladaptive. The "burden" of care and management of this "changed" person, after acute neurosurgical and medical 1. management ends, is often squarely on the shoulders of the relatives. In this paper, we will examine (1) the specific types of deficits which most directly impact on the family; (2) the emotional adjustments often seen on the part of family members; (3) the changes in roles and responsibilities so often necessary for family members; (4) the methods used by health care professionals to facilitate the family adaptation process; and (5) research questions which should be addressed in future studies. In understanding the nature of the impact of brain injury on the family, a few principles derived from research should be stated. As Bond (1975; 1984) and others have noted, after the first year post-injury, the family is more troubled by the behavioral or personality disturbances exhibited by their relative than any other sphere of difficulty - e.g. cognitive, physical. Though families learn to understand the nature of brain injury and develop coping strategies, the degree of felt "burden" does not significantly decline after the first year. In fact, Brooks (1987) has recently reported on a series of 134 patients up to seven years post-injury and noted that the level of burden remains significant. There is some correlation between severity of injury (as measured by duration of post-traumatic amnesia) and degree of burden, but it is not a 1:1 relationship. In fact, it should be kept in mind that survivors of "minor" head injury (i.e. those who sustain a brief loss of consciousness) can experience significant 2. psychosocial disability for months and years after the injury and create great stress for families (Gronwall, 1986) The burden upon the relatives after head injury is complicated even further by the loss of social support from significant others, such as close friends and other members of the community. Kozloff (1987), in a recent study of the social networks of 37 severely head injured patients and 39 of their signficant others, concluded that: " The results of the present study show that after the initial phases of recovery, the patient is dependent on his primary kin for financial, emotional and task-oriented support. This pattern of dependency causes problems within the structure of the family (p.20)." Thus, the understanding of long-term family adaptation to brain injury is partly dependent on the analysis of the social support system which is likely greatly diminished after severe traumatic brain injury. Specific deficits which impact the family One of the most frustrating problems for head injured patients and their families is impairments in attention and memory Even after the initial period of post-traumatic amnesia resolves, the brain injured person often has 3. significant difficult in maintaining attention on a task, storing information in short-term memory and retrieving the information at a later point (Whyte, 1986) These deficits are often easily demonstrated on standardized neuropsychological tests, but may be more apparent to families in everyday life - forgetting a telephone message or an appointment, inability to remember several items on a shopping list, inability to focus in on a conversation when other persons are talking or when there is background noise (such as radio or TV). These difficulties are even more troublesome in a school situation or on the job where ongoing focused attention or memory is critical to success. Damage to the frontal lobes often are responsible for the manifestation of so-called executive deficits (Lezak, 1982) This category of deficits encompass the abilities to initiate, plan, organize, monitor and sustain behavior. Even a casual observer of brain injury will often note that the brain injured patient tends to be more directed by external, than internal stimuli. That is, without structure, verbal and physical guidance, frequent coaxing and positive reinforcement, and close supervision, many brain injured patients will fail to spontaneously generate any goal-directed behavior or, if a behavior is started, will fail to monitor the correctness of their actions or fail to complete the intended task. In severe case of executive deficits, the patient will be asked to brush his teeth, start to put the toothpaste on the brush and lose his attention while in the midst of performing the activity. Or in a work situation, the patient may be addressing envelopes 4. for mailing from a pre-typed list, but not doublecheck the list to see if the finished label is correct. In the home environment, this inability to monitor activities often creates a need for full-time supervision on the part of family members, who fear for the safety of their relative if left alone. Inappropriate social behavior is a broad category of dysfunction which includes altered affect and emotions, childlike dependency, disinhibition, excessive talkativeness, and lack of awareness or frank denial of deficits (sometimes referred to as anosognosia). This sphere of disability is often the one which imposes the greatest amount of stress upon the family. The brain injured patient is often childlike and excessively dependent upon family members. So often, the social network of the patient dissipates within weeks of return to the community. Therefore, the patient is left without external social supports and must rely on family members exclusively. A "childlike" brain injured spouse will often display jealousy when the partner leaves the home for even short periods of time and may display temper tantrums in response. Excessive talkativeness may be clearly manifest when the family visits a restaurant and the head injured relative talks excessively, loudly and inappropriately to strangers and causes great embarassment. The frank denial of deficits may lead a head injured patient to reject or fail to cooperate with post-acute treatment programs and thus block any further progress in recovery. In sum, the inappropriate social behavior leaves the relative the unenviable task of managing a person who is 5. chronologically an adult, but more of a young child, from a psychosocial standpoint. This is a very brief overview of several key areas of deficit which impact on the family. There are many other important neurobehavioral problems which occur, such as depression and suicidal behavior, communication deficits, apathy and lethargy, decreased sexual drive, and the like. It is important to recognize that each brain injury produces a unique constellation of deficits and resultant family problems, owing to the specific location of brain damage, severity of injury and associated injuries, pre-injury strengths and weaknesses of the patient and family system. In each case, a careful assessment of the all of these factors is necessary to successfully intervene with the family of the brain injured. Emotional ad 1justments and coping strategies A common early reaction to traumatic brain injury is denial (Romano, 1974) in which the "fact" of having sustained a catastrophic life-threatening injury is blocked from objective reality. The family who observes their loved one in a coma with tubes and medical apparatus tied to them may feel that this is a terrible nightmare and is unreal. After the patient emerges from coma, there is a gradual recognition and acknowledgement of the injury, but an inability to fully comprehend the immediate as well as long-term effects. In the period of emergence, the patient starts to exhibit agitated, confused, sometimes bizarre behavior which is completely unlike their former personality. Upon entry into the acute rehabilitation 6. phase, families are often provided with extensive information as to what the effects of brain injury are and the likelihood of some permanent alterations in cognitive and behavioral function remaining. This information is difficult to accept, and often evokes a secondary denial, in which the family refuses to accept the notion that long-term or permanent changes will remain. This is understandable, in view of the fact that families often observe rapid improvement in all areas of physical and neurobehavioral function in the rehabilitation hospital and naturally are reinfroced in their belief that the observed deficits will be transient. Following discharge from the acute hospital to home (usually within 3-6 months of injury), the initial reaction is one of great joy and happiness. The family and patient are so relieved to be within the "safe" home environment that there is little immediate attention directed toward the changes in everyday life which are necessitated by the limitations in function. After the initial "honeymoon" period at home, there are feelings of discouragement and a sense that perhaps the changes in their relative may last for a very long time. The brain injured person may be attending outpatient therapy or day treatment, but the rate of improvement has slowed in many areas and problems in day-to-day management of behavior at home become more prominent and frustrating. Financial hardships may be present, as residual hospital bills pile up, lost wages are missed, alternate sources of disability support have not yet been approved, a pending legal case starts to drag on, and 7. future prospects of returning to normalcy in the family are dashed, if not destroyed. At this point, many families start to experience feelings of depression or despair (Lezak, 1986) Conflicts between family members begin to surface, as the tension of living with a brain injured relative creates friction and disrupts healthy communication patterns. During this period, family members may first gain a fuller appreciation and acknowledgement of the permanence of certain defiicits and the realization that their loved one may never resemble the person that they formerly knew and lived with. A process of disengagement may begin where the relative and patient spend more time apart. A process of mourning for the "partial death" of their love one is frequently observed (Rosenthal & Muir, 1983). Family members may now actively seek professional intervention or peer support through local chapters of the National Head Injury Foundation. It is not uncommon for families of head injured patients to seek out medication (Panting & Merry, 1972) to deal with their own anxiety. Finally, the family often reaches a stage of reorganization (Lezak, 1986), usually after 18-24 months, by which time the family has experienced a great deal of inner turmoil and pain, understood more fully the meaning of brain injury, accepted the reality that permanent limitations in function are likely, and are engaged in the process of seeking out community-based social and vocational programs which can help upgrade their relative's capacity to function more independently. 8. Effects on role relationships and family responsibilities A variety of changes within role relationships are often necessitated by traumatic brain injury. At least 50% of survivors of brain injury are unable to return to work within the few few years post injury, if ever. Those that do return to work often are employed at a lower capacity than their pre-morbid employment. The net result is often a diminished amount of earnings and need for other family members to become employed or to be primary source of income for the family. Thus, the brain injured person who previously was employed and independent may need to assume the role of a financially dependent person. Though not often recognized, the presence of a head injured relative within the family system can dramatically impact the siblings within the family. Siblings may experience guilt feelings about their brain injured relative due to the circumstances of the accident. They may also feel resentment toward the overwhelming amounts of attention their sibling is receiving. When the sibling of the brain injured person is an adolescent, these feelings are rarely directly expressed. Instead, it may be manifest in school failure, acting out behavior or failure to accept their brain injured sibling in their new condition. Beause families tend to handle their newly injured relative in a protective manner, many previously held jobs within the family may be re-directed toward the healthy sibling(s), which causes additional resentment. The chronologically younger sister may now be functionally the "big 9. sister," a change which may be very difficult for both the head injured person and sibling to accept. One of the most common problems in role relationships after traumatic brain injury is the marital relationship. Though there are no available statistics which cite increased divorce rates, clinicians who work with the brain injured are fully aware as to the changes in marital relationships which occur. Due to the emotional and physical dependency, it is difficult for the "healthy spouse" to view their loved one as a sexual partner. In a study of the wives of brain injured Israeli soldiers, Rosenbaum and Najenson (1978) found that 18 wives of brain injured men go through a crisis period one year following their husband's injury. At that time, hopes for a complete recovery vanish and they are faced with living with a person whose needs are great while he can give little in return (p.881)." Though it is commonly believed that mothers can adapt better to assuming the role of primary caregiver after brain injury, the recent study by Brooks and co-workers (1987) has indicated that there are no significant difference between levels of burden as reported by wives and mothers several years after brain injury. For the head injured adult who may have lived independently for many years, moving back to the parental home can be traumatizing in and of itself. Indeed, the need to live with parents again may reinforce an emotional regression which had been intially produced by brain damage. To be sure, some gratification is obtained through the re-establishment of a close parent-child bond, but eventually the bond may become 10. symbiotic and may negative impact on future growth and change in the head injured person. Methods of family intervention The unique and complex nature of traumatic brain injury causes great confusion and anxiety for family members. They are often bewildered by the many changes in both physical and neurobehavioral function in their relatives. For this reason, a variety of family intervention strategies may be considered. First, it is now commonplace for most rehabilitation programs to include a family education component in their protocol. This part of the rehabilitation program is designed to give families a good understanding of the nature of brain injury, what types of specific deficits can be related to sites of brain damage, how the rehabilitation process aids in recovery and promotes re-adaptation, and what methods can be used by families to facilitate growth and improvement. A variety of methods may be used to accomplish family education - through individual sessions with physician, social worker or neuropsychologist; by attending group sessions in which many families of brain injured patients attend, learn, and interact with rehabilitation specialists; by participating in "family education days" in which they spend the entire day in the rehabilitation hospital, accompanying their relative to therapies and being instructed in methods of care by the health care professionals; and through educational brochures, instructional videotapes and books which can be obtained 11. through the National Head Injury Foundation or at a local rehabilitation facility. Another common type of intervention is termed family counseling. " The purpose of family counseling is to assist the family in dealing with the overwhelminmg feelings of loss and helplessness. It is also designed to help the family understand and accept the disability and its potential consequences (e.g. increased dependence, impaired cognitive and behavioral functioning, decreased physical abilities). Family members are given the opportunity to express their feelings of guilt, anguish, anger, sadness and loss. As discharge approaches, families can become apprehensive since they have been given an implicit or explicit message that a plateau has been reached. During the transition from hospital to community, the family counselor can play a key role in helping the family anticipate future problems and be more psychologically and physically prepared to assume the burden of care. Frequently, the patient and family may maintain unrealistic expectations that restoration of function will "magically" occur when the patient can return home. The counselor can gently prepare the family for the realities of life with a brain injured relative and maintain close communication to provide the support so often needed but rarely requested. For a select number of families, a more intensive type of intervention may be needed - family therapy. Family therapy may be defined "as a professionally organized attempt to produce behavioral changes in a disturbed marital or family unit by 12. essentially interacting non-physical methods (19, P. 1 o " " In the case of brain injury, family therapy can be useful for families with a pre-morbid history of dysfunction or those in which the presence of head injured relative has created catastrophic reactions on the part of certain family members which produces maladaptive communication and interaction within the family. The goals of family therapy are to: (1) provide a supportive environments where all family members can freely verbalize feelings about the trauma and its effects upon the family; (2) educate the family about the nature of the deficit in communication and develop methods for resolving conflicts within the relationship patterns of the family system; and (3) examine, clarify and restructure roles and responsibilities within the family system. Some techniques often used include: (1) an emphasis on the mutuality of responsibility for the family problems and shifting the burden of guilt from the identified patient to the family system; (2) analyze, focus on and strengthen the positive aspects of the family system; (3) explore dysfunctional patterns of interaction by re-enacting family conflicts and assisting family members to problem solve to alleviate these conflicts; and (4) prescribe "homework assignments" for the family to practice outside the sessions to foster generalization of behavior change. The aforementioned framework for family therapy is also easily applied to a marital counseling situation, as well. Another major form of family intevention would be the use of "family support" groups. As family-initiated organizations have grown within the past decade, there has been a 13. proliferation of local family support groups which are conducted by the families of the brain injured, without professional leadership or participation. For many families, this type of intervention is better accepted than professional help. Those who have personally experienced firsthand the trauma of head injury have much to offer those who are in the process of trying to make sense of their experience. Besides emotional support within the sessions, often inter-family friendships and support systems are created which assist the family on an ongoing basis. Further, concrete information about the merits and deficiencies about certain treatment facilities and where and how certain types of financial or social agency support can be obtained, is provided. Research questions Concept of burden and long-term adaptation A means of assessing the impact of head injury on family members has been by asking the relatives to rate their distress on a seven point scale, with a low score representing little distress and a high score signifying the highest level of felt distress (Brooks et al. ; 1987). By categorizing relatives response into low, medium and high burden categories, Brooks and co-workers have attempted to correlate the relationship between post-traumatic amnesia, changes in residual deficits and parent VS spouse relationships and the degree of felt burden. In following up patients to seven years post injury, results suggested that the level of burden did not diminish, 14. that severity of injury (specifically length of post-traumatic amnesia greater than 14 days) often results in high relative burden and that there was no differential ratings of reported burden by wives, as compared to mother. This study, as well as others utilizing the concept of burden as a means of quantifying the relatives' level of distress, was performed in the United Kingdom, in which formal, extended late rehabilitation programs do not exist. It would be of great value for researchers in the United States to attempt to replicate this study to determine whether the findings reported to date have universal generalizability or may be partly a function of the extent to which patients and their relatives have received extended rehabilitation services. It would also be useful to prospectively analyze how burden and family distress changes over time and stage of recovery. Effectiveness of family intervention techniques Though families have become a focus for educational and therapeutic intervention in the rehabilitation process, there is no data which has been produced which clearly documents the manner and degree to which family involvement in the rehabilitation process affects outcome. Specifically, controlled studies are needed to document whether structured family education programs produce changes in knowledge, attitudes and behavior in family members. Are occasional family conferences during inpatient rehabilitation helpful ? Do family members benefit more from weekly counseling sessions with a psychologist or social worker ? Are therapeutic weekend passes beneficial ? Should families become involved with support 15. groups prior to patient discharge from acute rehabilitation ? Can family therapy significantly impact a family with dysfunctional interaction predating the brain injury ? Effects of head injury on the family system Though a number of studies (Brooks et al, 1987; McKinlay, 1987) have documented the presence of burden on the part of relatives and its relationship, psychological reactions on the part of relatives and social role functioning, there exists a need to examine the impact of head injury on the entire family system. In what manner are family conflict, communication, cohesion, organization, role-relationships and the like affected by traumatic brain injury. An instrument such as the McMaster Family Assessment Device (FAD) recently used to examine the relatives of stroke patients by Evans and co-workers (1987) or the Family Environment Scale developed by Moos (1972) might be used to prospectively analyze family system functioning. Within an analysis of family system function, some attention should be directed toward assessing sibling relationships. Anecdotally, clinicians have noted that the siblings of the head injured victim have difficult accepting the changes in their head injured brother or sister, may experience school problems or display attention-seeking behaviors. Specific effects on the family Though it has been documented that a head injury negatively affects the family, few large scale studies have addressed and documented the frequency and nature of social dysfunction after 16. head injury. There needs to be large scale, multi-center studies which document the frequency of divorce, marital separation, re-marriage, financial hardships, job changes, emotional disorders, etc. and make comparisons to a comparable "normal" population. This may be accomplished through state or national head injury registries, a national data collection system or through studies similar to the one recently performed by Jacobs (1987) in Southern California, in which 142 families responded to a 750 question survey about daily living activity patterns. In addition, the question of whether and to what extent family members experience psychological disorders after injury, seek and receive psychotherapy or psychotropic medication has only been occasionally and incompletely addressed in previous research. Further, there is a need to differentiate between the effects of pediatric head injury on the family as opposed to adult head injury and what the resulting needs might be. Need for specialized services There are a variety of services which families often need, but may not have access to after traumatic brain injury. Some of these services include: respite care, legal advice regarding conservatorship or guardianship, professional case management, financial assistance, ongoing social support, transportation, and in-home therapy services. Though the availability of these services has increased greatly over the past five years, there are likely many rural or underserved geographic areas where families have limited access to these services. The development of a coordinated national data base and state brain injury 17. registries may be a mechanism for identifying the magnitude of this problem - i.e. the number of families who are in need but unable to access these important family services. Training family members as "therapists" Though family members have been accorded a central role in the rehabilitation process and routinely receive education and supportive counseling, it may be that family members could be more effective if they received formal, structured training in cognitive and behavior management skills. This notion derives from the behavior therapy literature in which parents have been effectively trained as "therapists" to manage non-compliance, temper tantrums and other behavior problems exhibited by their own children. With the application of cognitive rehabilitation and behavioral management to brain injury patients, families have been eager to learn how they can apply these "new" techniques at home. Currently, Jacobs (1986) and co-workers at UCLA are attempting to test the efficacy of a family training model. This technique holds great promise for providing families with a increased feeling of confidence in being able to better care for their relatives and perhaps create more optimal family adjustment. 18. REFERENCES Bond, M. (1984). The psychiatry of closed head injury. In N. Brooks (Ed.), Closed head injury: Psychological, social, and family consequences (pp. 148-178). New York: Oxford University Press. Bond, M. (1975). Assessment of the psychosocial outcome after severe head injury. In Symposisum on the Outcome of Severe Damage to the Central Nervous System (Ciba Foundation Symposium No. 34, Series, pp. 141-157). Amsterdam: Elsevier/Excerpta Medica. Brooks, N., & McKinlay, W. (1983). Personality and behavioral differences after severe head injury - a relative's view. Journal of Neurology, Neurosurgery and Psychiatry, 46, 336-344. Brooks, N. Campsie, L., Symington, C., Beattie, A., and McKinlay, W. (1987). The effects of severe head injury on patient and relative seven years after injury. Journal of Head Trauma Rehabilitation, 2(3), 1-13. Diehl, L. (1983). Patient-family education. In Rosenthal, M, Griffith ER, Bond MR, Miller JD (eds.) Rehabilitation of the head injured adult. Philadelphia: F.A. Davis, 395-406. Evans, R.L., Bishop, D.S., Matlock, A-L., Stranahan, S., & Halar, E.M. (1987). Family interaction and treatment adherence after stroke. Archives of Physical Medicine and Rehabilitation, 68, 513-517. Glick, I.D., & Kessler D.R. (1974). Marital and family therapy. New York: Grune and Stratton, p.l. Gronwall, D. (1986). Rehabilitation programs for patients with mild head injury: components, problems and evaluation. Journal of Head Trauma Rehabilitation, (2) 53-62. Jacobs, H. (1987). The Los Angeles head injury survey: project rationale and design implications. Journal of Head Trauma Rehabilitation, (2) (3), 37-50. Kozloff, R. (1987). Networks of social support and the outcome from severe head injury. Journal of Head Trauma Rehabilitation, 2 (3), 14-23. 19.