Monday, June 30, 2014

Waiting as a Clinical Skill




It seems we seldom need an immediate outcome. Most of the time, there is a waiting period. The same is true of important test results and effects of medical treatment.

What role can you play in assisting your patients to “wait”? What skills do you need? Who will best help you in developing these skills?

Waiting is also about us.

In the spiritual tradition, help us gain this fleeting moment of waiting before we speak. It is from the silence gained from waiting that we can reach into our deepest sense of wisdom to comfort those we care for.




Saturday, June 28, 2014

May We All Learn....




May we all learn a gentleness that transcends force and melts any hardness yet found in our hearts. Then shall we be responsive and sensitive to the needs of patients and their families, and may we always be responsive to their suffering.


For all those who struggle vainly for our attention

And those who shrink from our touch


For all those whose faces we forget from one encounter to another
And for those who never seem to find a resting place

For all those whose ambition exceed their skills
And for those whose early promise has dimmed to small achievement

For all those whose minds are clouded or weak
And those who are burdened with broken bodies

For all those who wait in great pain
And those who wait for news that will never come

For all those who feel unloved, with no one to love
And all those left behind, alone, and isolated

For all those who are deprived by the callousness of others

And all who have lost their hearts by situations they are not responsible for


To all these people and their families, may we always respond with open hearts, deepest empathy, and the fullness of compassion through loving- kindness.”



Thursday, June 26, 2014

Value of Reflective Learning in Difficult Encounters

REFLECTIVE LEARNING:
A PRINCIPLE OF ADULT EDUCATION


While requirements for successful completion of graduate and post graduate training programs in the physical sciences have increased, there is frequently little structured time for individuals to become self -aware, and to think about, emotionally evaluate, and reflect on their experiences with a mentor.  Lack of reflective learning can contribute to an under experienced and thereby a less than optimal, integrated, and on-going education for care givers of all training and experiences to practice the practice.

It is often assumed that enhancing self-awareness and processing the integration and “ownership” of the totality of learning experiences will automatically occur without organized reflection.  In fact, much of our education occurs with our patients and their families, oftentimes in highly intense and emotional encounters.  Successful integration and “ownership” of these experiences, requires reflection and reflective supervision, generally with a trained and interested mentor. It is in these reflective sessions that much of the emotionality connected to the experiences are evaluated and appreciated so they do not interfere in the necessary on-going learning process and care-giving responsibilities.
Reflective learning sessions are designed to give the practitioners, regardless of age and experience, the opportunity to assess their emotional responses during patient/family encounters to more mindfully utilize them in enhanced care of others and themselves.


Alan S. Wolkenstein, MSW
Clinical Professor of Family Medicine (Ret.)
University of Wisconsin School of Medicine and Public Health
Senior Educator and Consultant: Wolkenstein and Associates,LLC

Friday, June 20, 2014

"What Creatures We are": Nicholas Evans. The Divide. Penguin Group. 2005

"What creatures we are. How can we be different things at the same time? We feel conflicting emotions;  love and hate, joy and despair, courage and fear.
We are like some great whirling disc, of every imaginable color, on which the light constantly shifts and dances.
Picture all the faces; young and old, laughing and crying. It does not matter how old you are; 17 or 70, the disc is always there, whirling away.
Maybe all that happens as time goes by is that it just gets a little easier to figure out the colors and know for sure which ones you are looking at and what it might mean."

An Educators Encounter with Cancer: Family Medicine, Vol.36, #2, 1993. Wolkenstein, A., Simona, K., and Wolkenstein, Matthew Evan.


"I have prostate cancer and will
have surgery in 2 weeks. Pray for
me if you choose. I will keep you
informed."
I stood back and reread the message
on the 5x7 card I had posted
on the bulletin board. I put my
hands in my pockets and returned
to my office, shutting the door behind
me. Through the window, the
sun set behind the hospital buildings,
all purpling together with the
coming night.
A memory returned to me, familiar
and painful: hanging up the
phone on Friday evening. Hearing
my own voice as it broke apart,
alone in the kitchen as my wife
reached out to me, alone as my son
stood near the door, inching further
away.
I had been expecting this call for
years—everyone on my father’s
side had died from cancer. Now, the
urologist told me that I was joined
to this lineage of mortality. A numbing,
strange relief flooded my mind,
and the weekend drifted by. I told
an endless procession of family and
friends, and, each time, I drifted
further and further away. I had a
new family, it seemed, and new
friends: those who had died from
cancer and those who were dying.
In previous months, two ultrasounds
and a couple of negative biopsies
brought on a flurry of congratulations
from family and
friends. I was, they insisted, cancer
free. I hated them for their optimism,
for their pollyannaism.
“You don’t get it, do you?” I
wanted to say. “Damn the negative
biopsies, I have cancer!”
I agreed to further testing when
my PSA jumped to 38.
Now, I could show them. I could
point to something. I could demand
they take away their own needs for
everything to be fine, their own
needs to be okay. I could demand
them to leave me to my fate.
With Sunday slipping by, I
thought of those at work and how
to tell them, how to negotiate the
complex infrastructure of a health
care workplace, the myriad relationships
and roles. I had only enough
energy, I felt, to say it once, to say
it to everyone. I did not like the secrecy
of systems where some know
right away, some know later, and
some know never. This way, I
thought, picking up my 5x7 card,
this way will make it easier on me.
Or perhaps it will make it easier on
them. Or neither. Ididn’t care. I finished
the card and hung it next to
the elevator.
Within several days, people began
to respond:
“How could you be so open about
a thing like this?”
“You’ve made it tough on all of
us!”
I had neither the energy nor the
desire to decipher the comments,
the tones of voice, the subtle expressions
of people who passed me in
the hall. I had 2 weeks to prepare
myself for surgery.
As I recovered from the anesthetic,
I was told that the cancer had
spread beyond the prostate. I felt
turned inside out, stripped of the
possibility of complete recovery,
stripped of possible treatment options,
stripped of my future. Even
as I had bared my teeth at my
friends’ hopes and chased them
away, still, somewhere deep inside,
hope had crouched, quietly. Now,
even that tiny presence was gone.
On the way home from the hospital,
I stopped at the office, took
down the first card, and, with tears
in my eyes, posted a second.
I have had surgery.The cancer has
spread into my lymph glands.The
treatment is hormonal. Pray for
me if you choose. I will see you
in a month.
My incisions hurt, my body hurt,
I hurt. Several days later, I saw my
urologist. He looked anxious and
eventually spoke: “Your family and
you have cancer—you will have to
work together. . . ”
I didn’t let him finish the sentence.
I told him that I had the cancer,
not my family.My inner voices
joined in: “He doesn’t get it, either.”
“You are,” the voices said,
“alone.”
The Voice
A hospital bed joined our den
furniture. Nights were the worst. I
had awful dreams: I was back in the
hospital, and, from my bed, I could
talk to visitors who expressed sadness
and worry. Most hugged me,
but I was disconnected from my
body, a cloud, eerily unpresent in
the room.
I would wake up, shaking.
Other times, a voice seemed to
speak to me from out of the darkness,
a voice beyond reason: “Heal
yourself.”
In the morning light, I gathered
up the energy it took to shave and
brush my teeth, to look myself in
the mirror. Heal myself? I didn’t
know how. Some dim voice had
commanded me, and I felt the task,
so heavy, so blisteringly raw on my
shoulders, and yet I was empty of
any clue—how to meet it, where to
start.
The Rabbi and the Therapist
The same group, the friends and
family, cycled through our home,
and still I was alone. Our sons were
home for some vague and meaningless
holiday, and we all tried to relate.
At last, desperate for some kind
of change, and frustrated by my
emotional blockade, my wife Kathy
suggested that I call the spiritual
leader in our faith community, a
man I hardly knew. With his long
beard and black coat, he looked like
someone who might have something
to say, more than my colleagues
at work, anyhow, with their
awkward silences and forced
cheeriness. Indeed, as we sat, hour
by hour, day after day, I was struck
by something—not in his dress or
his manner of speech, peppered
with Jewish jargon and Yiddish
phrases. Rather, there was something
in his eyes, something that
reached out to me. I felt no comfort,
a word that meant exactly nothing
during this time. But, with him
before me, I could lament all the
losses—those I’d already felt and
the immeasurable ones I dreaded I
would feel in time—and I found
that I spoke easily now, about dying,
about blame, about loneliness,
and yet, even as I spoke, I felt incapable
of moving emotionally. I
didn’t have the strength.
He recommended that I seek psychotherapy.
I was shocked at the
suggestion. I’d been an educator, a
family therapist, a guide for more
than 25 years. Yet now I needed
someone to show me the sign posts,
to guide me on my way.
The early sessions focused on
what, personally, I wanted to explore.
The words of the urologist
returned to me and stirred up my
anger. The cancer was mine, my
burden alone, and not Kathy’s, and
not our sons’. Kathy and I took sessions
together; we talked about
walls and boundaries and the difference
between the two. I stopped
resisting, perhaps through sheer
exhaustion, and we began to hit pay
dirt. The dreams drifted away, perhaps
because the panic that had
wrapped around my insides and
spirit had loosened. I was amazed.
I had declared hope my enemy, and
yet, here it was, naughty hope, no
longer crouched inside but walking
next to me.
The windows of the car were
rolled down as I drove home from
another session with the therapist.
I could feel the summer wind blowing
on my cheeks, on my red and
tired eyes. I could see, now, that the
more control I gave up, the more I
had. The Rabbi and the therapist
seemed to know more about my
journey than I did. That, I declared
to myself, pulling into the driveway,
was just fine.
Responses
At end of the month, I went back
to teaching at the family medicine
residency. I geared up my emotions
and my coping mechanisms—a
freshman, again, toting a heavy
backpack on the first day of high
school. But, as I reentered the social
and professional matrix, it
seemed more confusing than ever
before. The faculty, the staff, the
residents, all with their own needs
and agendas, they jumbled me up
with comments and questions—or
lack thereof—and all the while, I
was expected to, and I needed, myself,
to, teach and to relate and to
express what I had been learning.
Almost subconsciously, the way
one might toss groceries onto pantry
shelves, I classified the people
around me into three categories—
three categories that I now see as
being the most relevant to who I was
during that painful time. First, I
noticed those who were there for me
for the short haul—responding to
me immediately, visiting at the hospital,
but then disconnecting quite
abruptly. I was suspicious of those
people and avoided them whenever
possible, as if they brought their
own shadow with them everywhere
they went. Over and against these
people stood a second group that
seemed to stay focused for about 6
months and then business as usual.
They had their own lives; perhaps
they hoped I would learn to live
mine. The first two groups now
seemed intent on acting as if nothing
had happened.Many were brilliant
actors and actresses—we all
were—as we played out our professional
and personal scripts.
The third group stuck to me,
whether I had initially pushed them
aside or not, whether I had turned
away from them or not. They were,
for reasons deep and mysterious
and beautiful, interested in my healing
and recovery, from the start and,
apparently, forever. There was, with
them, no “business as usual.”
Things had changed, and our dialogue
was electrified, humming like
an electrical tower—silent and still
but alive, so alive. “How are you
doing?” was no mere social amenity.
It was a life preserver tossed
into icy, choppy waters.
I learned to predict who fit into
which group and then found, astoundingly,
with the unfolding of
time, that I was usually wrong. At
the same time, the responses were
so radically different, so polarizing,
that at times I found them amusing.
From one face came an expression
of love and compassion. The next
was a mask of frigid indifference,
toxic hostility. Reporting to my
urologist for my monthly shot, sitting
next to other patients who wore
that same look I used to wear, that I
still sometimes found on my face
in that early-morning mirror, I
wondered to myself, how could any of
this amuse me? Maybe to help
handle the disappointment, I
thought.
One faculty member who I
thought I knew, who I thought I
understood, didn’t want to attend a
meeting I had called. He told the
group that I was going to die, anyhow,
why should he bother? I pulled
the plunger in my mind and down
he went. One uncomfortable resident
confided to a faculty member
that I made him nervous. He didn’t
want to be around me because he
didn’t know what to say. I used to be
patient with simplicity,with naivete,
with ignorance. Now, however, was
the time for action, the time for
progress. Now, I rinsed these people
away, I flushed them out of my insides.
One resident said he didn’t know
what to expect from me: all this
made him sad. It sometimes interfered with
his patient care and learning.
I could feel my hand reaching,
habitually, for that handle, when
suddenly he spoke, and I froze, my
fingers itching to be rid of his unknowing,
his unfeeling.
“You say that people are behaving
in ways that fall short of your
expectations,” he said. “Is this because
of who they are andwhat they
lack orbecause of who you are and
how you act?”
Healing
I continued to teach a full load
of requirements andwith this effort,
I found that I had just enough
strength left over to wonder, perhaps
for the first time, what the residents
really thought, what they really
felt.Some faculty members rallied
to me. Sometimes they helped
me to refocus, to deflect my attention
away from my illness, to leave
it at the door of the conference
room, the lecture hall, along with
my coat and overshoes. Other times,
they prompted me to bring it up to
the podium. This was, of course, a
tightrope act, and when I wasn’t at
my best, at my sharpest, I fell.
Once, as I dragged a stool from
the side of the room to the stage, a
faculty member approached and
asked me, without a hint of irony in
his voice, if my physical limitations
wouldn’t best be dealt with by retiring.
While love may run deeper than
anger, nothing rallies so fast as fury.
Hot blood coursed through me.
Before I knew it, an old, angry
voice, one I rarely heard these days,
reared up like an enraged stallion
and shot forth. It took a jockey’s
Herculean restraint to keep that
horse on course, to put that faculty
member in his place without riding
over him roughshod.
These encounters were rare.
More often, the hormonal treatments
sapped my energy.While the
natural process of growing older
requires one to find ways to challenge
and redefine one’s relationship
with the physical self (or risk
encountering a crisis of self-perception),
I was hurled along this path
at an unnatural and dizzying pace.
I experienced physical and emotional
changes that forced me to
confront my identity as a man and
forced me to surrender certain expectations
about what my body
should be able to do. Once, walking
up an icy hill in my yard, a grocery
bag in each hand, the wind
pushed into me from the front. I
dropped the bags to keep from being
blown down the hill and fell to
one knee, cursing and crying out in
rage. Power could no longer be my
three times a week six-mile jog.
Now, it was returning to my life, day
after day, pummeling these losses,
round after bloody round, until I
could accept them, reframe them,
and integrate them.
I struggled alone and also with
Kathy, with the therapist and with
the Rabbi, with small groups of
friends and family that seemed intuitively
to move with me. Just as
often, I struggled with loneliness,
isolation, and fear; these feelings
had become traveling companions
on my journey.
I added meditation to my already
exhausting healing regimen, I practiced
relaxation techniques, and I
learned guided imagery to bolster
my immune system and my spirit.
Couple-therapy sessions challenged
Kathy and I to communicate better
and guided us in giving and receiving
feedback. Frequently, and to our
shock, we resurrected a landscape
of unfinished issues from both my
past and from our past as a couple.
Our sons had long since returned
to their lives. They kept in contact
by e-mail and with phone calls.
They seemed filled with an intense
resolve to continue building their
lives and incorporating Kathy and
me into their futures. This, in turn,
encouraged me to press on emotionally
and spiritually.
The Spark
The hours I spent with the Rabbi
helped me to seek out my spirit. I
marveled at the intensity of his devotion,
and I wondered if it was too
late to rekindle my own. Years of
neglect had pushed it to the far corners
of my consciousness. I wondered
if spirit and spirituality could
play a role, any role, in healing. This
cancer, or rather, the experience of
the diagnosis and the ensuing journey,
awoke in me the absolute need
to be attentive and mindful of my
spirit. I focused on ritual and prayer,
real prayer.
I began to tap at the many walls
of my alienation with this heavy
new hammer, and as I walked along,
tapping and looking for weak spots,
I began to feel what that savvy resident
had put in front of me, months
earlier:much of this wall was of my
own building. His truth forced me
to understand; forgiveness of myself
and others might come later.
Continued remission, I decided,
was in the hands of the Almighty.
But true healing would require the
assistance of fellow travelers.
Empathy
I stared at the Bible verse next to
the phone on my desk.
“You are to love the stranger because
you were strangers in the land
of Egypt.” The Bible expected ex-slaves
to exercise compassion, tolerance,
even love, for those who had
once been their oppressors. Those
ex-slaves, if not for love and compassion,
would have swelled with
hate and mistrust, eating themselves
alive from the inside out.
How could I find compassion in
myself—enslaved not by people but
by pain and loss, both inward and
physical?
Along with daily prayer, continued
therapy, and renewed commitment
to my wife, family, and friends
came stillness.With stillness came
new wisdom. It belonged to some
source far beyond, but it passed
through me. Maybe now I was
ready to be there for others—not as
a therapist, playing a role, but as me,
naked, struggling, present.
I remembered, painfully, awakening
from the operation that was
supposed to remove my prostate
and end the nightmare for good. I
was told that the cancer had snuck
forth from the prostate walls. It was
hiding in my body. I felt contaminated
and exposed. I opened my
mouth to speak, and the first thing
that came out was a vow to help
others with similar pain.
Now, I realized that this was not
a heroic oath, but a plea to be
spared, a disguised cry of pain. Like
any therapist might, I followed a
script. I covered my phenomenal
weakness with an empty promise.
And, likewise, now I understood
that I could not help anyone, least
of all other prostate cancer patients,
but I could be there. I could walk
alongside the lonely and the suffering
and show them that somebody
else wasn’t afraid of the burdens
they carried. I could accompany
these people on their own solo
paths.
I began to consult with other men
with prostate cancer. Most were
newly diagnosed or in stages of
healing. Others were barely surviving,
just existing. They said things
I never could, never would, and I
marveled at their desperate honesty.
“I can’t get my family to really
listen, to know how scared I am of
dying.”
“I feel like I should die and get it
over with and spare everybody all
this useless grief.”
“My body is falling apart. If I
define a ‘man’ the way I used to—
then I’m no man.”
I met with these men at the residency
at night, in homes, in restaurants,
in cafés—once in my car in a
driveway. We were like a secret
club, an undercover squad. I let go
of traditional concepts of office based
practice, not only because
these men abhorred the thought of
being “patients” but also because I
had the very same disease! You
can’t act therapeutic in a coffee
house. Being there was all I could
offer, all anyone could offer these
men.
Over time, these men became
more and more like peers, comrades,
fellow travelers. We would
average about 10 meetings, schedule
a check-up at 6 months, and finish
off with phone calls at their request.
Some of these relationships
lingered on; it felt as if we shared a
bond that was older than we were.
It seemed as if I was the only
mental health professional in the
area with prostate cancer—statistically
impossible but if not, where
were the others? Where were the
prostate cancer “mentors” trained in
therapy, who could offer their wisdom
and compassion or present
their simple presence to scared newcomers
on this long and painful
journey?
The Question
No more 5x7 cards.
Feeling strong and steady in my
remission, I faced a new class of
residents, the next generation of
doctors. This time, I asked a group
of physicians, outside the residency,
for thoughtful guidance.
“Just tell them and make no big
deal out of it,” said some.
I wanted to smack my forehead
and ask if we hadn’t moved 2 inches
through our effort and our pain
It is a big deal, I wanted to shout.
Cancer is always a big deal.
“By telling them,” they said, “you
place the residents in the awkward
position of feeling as if they need
to do or say something.”
I stared at them.
“The world,” said some, “isn’t
ready for so much empathy.”
“Save your energy,” said others,
“for winnable battles.”
I wanted to freeze time, turn to
an invisible audience like a
wounded Hamlet, and ask anyone
out there who might listen, who
might share a simple question: how
can we expect so much from our
doctors after we’ve limited their
potential to grow?
The question filled my mouth,
and at last I cast it into the open.
Two years earlier, I’d hung my first
card to the wall, and the journey
began. Since then, we’d wrestled
and backpedaled and sidestepped
through what felt like miles of painful
progress. And here we were,
deadlocked, exactly where we’d
started.
My heart sank. The faculty
looked at one another.
“Young physicians need to be
protected,” they said. “Alan, you’re
asking us to change a basic assumption
of medical training.”
“Yes,” I said, pulling out a
couple of fresh, white 5x7 cards.
“Where should we begin?”

Correspondence:  alan.wolkenstein@gmail.com.

Sunday, June 8, 2014

Three Ideas to Think About in Creating Your Work Legacy...






When we leave your work, and we all will leave some day, what kind of legacy do you wish to leave behind? The following questions can facilitate your creating your legacy:

1. What are you doing right now to create and enhance that legacy?

2. What is getting in the way?

3. What do you need most to help facilitate the legacy you wish to leave behind?

The concept of legacy is a powerful and enhancing process that people can use to fulfill their often non-stated participation in their system; a participation that transcends their job description.....

prof


Tuesday, June 3, 2014

The Grocery Cart: To Whom is the Moral Duty Owed?

          
Review of some of the clinical/cultural/social/personal components to nursing care


Scenario 1:
1. You have had a very tough day in the office, caring for many folks with  hypertension, diabetes and obesity;
On your way home from the office you are the checkout at the super market and see an obviously obese woman/man pushing a cart filled with about everything in it that contributes to the diseases you have struggled with all day.
What do you feel, think, and would you consider saying something?
-----------------------------------------------------------------------------


Scenario 2:


2. You have had a great and rewarding day at the office with the same scenarios...
What do you feel, think, and would you consider saying something?
-----------------------------------------------------------
Reflective questions for you  to deliberate include:
a  Effects of your day on your choices?
b  What are the ground rules for you when you are out of the office/out of your role as a nurse practitioner?  When have you crossed the line and where does your line even come from?
c. Self-assess: how you were feeling when you saw the grocery cart?
d. Do you have a personal story about a similar incident you would like to share?
e. Since your spirituality and religion are an integral part of your identity as a person and a nurse, to whom is the moral duty owed?
as always,
Prof Alan



         


      



Monday, June 2, 2014

Ask Prof: Six Questions, Comments, and Concerns in Enhanced Nursing Education

“Ask Prof: QCC”
Questions, Comments, Concerns
For Students in the School of Nursing
Concordia University of Wisconsin



Submit questions, comments, and concerns about clients/patients you care for now or have provided care for in the past.
We believe there are at least six categories to consider.  There can be more categories, but we suspect there are probably not less.
1.      1  Clinical issues of care
2.      2. Communication factors
3.       3.   Collaboration with patients: family, friends, religious and spiritual community
4.      4.  Coping and adapting to change: illness, aging, unanticipated losses, grieving, and transformation
5.      5.  Issues of impact on professional identity and growth to potential as Nurses
6.      6. Retention of commitment to Nursing as a profession of service to God and to people
  





Renewal of Spirit and Purpose



Each of us should be able to realize that we have our ups and downs, our own personal waxing and waning.  The medical and psychological sciences now call this our biorhythms. When situations are going well, we tend to be positive and uplifted. However, when situations are emotionally tough and conflicted, we have an even chance of being pessimistic and negative as a result.

However, as the new moon appears every month, this phenomenon of nature can serve as a metaphor for our own renewal of spirit and purpose.

Some of us even believe we can renew ourselves each day, regardless of the conflicts and struggles we were engaged in before. In the tradition of Nature and our deepest spiritual selves, the possibility of renewal is available, but oftentimes only with the help of others.

We can also enhance our care of others by this practice of renewal. The model from Nature is there to follow. We have only to emulate its process.


Five Simple Questions to Remain Balanced and Focused in Medicine and Pharmacy






The professions of medicine and pharmacy require skills in the subtle delineation of diagnostic criterion, the application of complex scientific findings, and an empathic and nurturing ability to care for others. Yet, we should return, again and again, to these five simple questions: developed in this hierarchical order to help us become and remain balanced and focused on what is most important in creating and enhancing the compassionate care of others.


Who Am I?


Why Am I Here?


Where Do I Come From and Where Am I Going?


What Do I Need and What Do I Love?


What Are My Gifts to the “Family of the Earth”?





Adapted from: Mueller, W. How Then Shall We Live? : Four Simple Questions That Reveal the Beauty and Meaning of Our Lives. Bantam Books; 1997.






Tuesday, May 27, 2014

Eight Reflections on Seniors as Patients



List three older people that were in your life as a child.

  • Of these, choose one of these persons to focus on for just a moment: Consider something important they shared with you at that time.

  • How might that important message yet influence your care of elders now?

  • What do you believe that elders are most afraid of?

  • What is there about elders that you do not yet understand?

  • What is your best gift to your elder patients?

  • How will you know if you are succeeding in elder care?

  • What pleasures do you expect to continue to receive in elder care?



These questions are arranged in a hierarchical fashion. They are designed to give us an opportunity to think about and reflect on our care of elders. They elicit memories that may influence our care of elders. They invite reflection on what we believe are important concerns of elders.  They illuminate our expectations regarding how we will be as we care for our elders.



Alan S. Wolkenstein, MSW
Clinical Professor of Family Medicine (Ret.)
University of Wisconsin School of Medicine and Public Health
Behavioral Sciences Consultation Service
School of Nursing: Concordia University of Wisconsin

Journey of Elders: Three Clinical-Educational Sessions




Recently retired from over thirty years of teaching and research in graduate medical education, Professor Alan S. Wolkenstein will be joining us for three hour long sessions to share his insights, experiences, and vision in caring for our elder residents and of ourselves. He is a licensed clinical social worker and family therapist and specializes in the impact of illness on people and families, and the challenges and rewards of elder care. He is nationally recognized as a master educator and deeply appreciates and supports the knowledge, skills, and experiences of the group he is facilitating.
The three sessions will use principles of Small Group Experiential Learning (SGEL) and Adult Education. Much of the materials he will be presenting for discussion and interactive reflective learning stem from his career in teaching Human Behavior and Behavioral Medicine to Primary Care physicians in training and clinical practice, medical students, and allied health care professionals.
Come join Professor Alan as he discusses the life journey of our elders, their joys and dreams, their losses and lamentations, their on-going transformation, and the possibility of enhanced best care of them and of those of us who plan for and care for our elderly.

Goal:
Our three sessions will enable us to spend time together in exploring, assessing, and strengthening our individual and collective (professional) self-awareness, enhance our individual clinical care skills, and enrich our careers of service, dedication, and honor of our gentle elderly.
Objectives:
*Using SGEL to help us create the kind of supportive and nurturing environment to do our work best.
*Utilizing Adult Education Principles to enhance how we practice the practice of elder care.
 *Honoring our past experiences as a means to reflect on new and challenging ways to care for ourselves in the work of elder care.

Session 1: “The Lost World of the Elderly.”
Discussion of the “Lost World” Philosophy of Empathy-Based Resident Care
Use of time in the Ancient Greek tradition to enhance our work
Is our work a job, a career, or a passion?
In the Hebrew tradition (part of the afternoon prayer)
“In the moment” as a resident-care philosophy
Quality of Life among the elderly
“Critical Issues” in resident care
Feedback- Planning next session with a journal entry of your work

Session 2: “Transformative Experiences to Reflect on in Our Work”

How do we self-assess the quality and meaning of our work with elders?
Discussion of our own social support and community based group care
The three interdependent “uninvited guests” of many of our residents: loneliness, isolation, and fear
To fully heal ourselves, we must first release the pain generated by our work and in our important relationships
Feedback

Session 3: Grieving and Losses of the Elderly

From experiencing losses, to their grieving and lamentations, to their transformation
Our parallel experiences
The difficulties in “objective-based care”
How to do our own grief work- If we do our grief work, we will not burn out or become impaired professionals
“Critical Issues” in self-care
Viktor Frankl: “A Will To Meaning”
Feedback and evaluation


Thank you for participating in these collaborative sessions




Alan S. Wolkenstein, MSW
 Clinical Social and Family Therapist
Clinical Professor of Family Medicine
University of Wisconsin School of Medicine and Public Health
Wolkenstein and Associates,LLC
Mequon, Wisconsin
262 243 5489
Alan.Wolkenstein@gmail.com


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Sunday, May 25, 2014

The Key to Nurturing Your Relationships



Nurture your relationships with everyone important to you. Otherwise, they will fall away ...

 We can never have enough people in our lives. They form the continuity that is absolutely essential to good quality of life. Seniors report difficulties in retaining friendships in that people pass away or even move away.

What seems almost worse to me is when we let relationships "drift."  We do not pay attention to them and they "drift" away from us, as if we have more important things to be doing, thinking about, or planning. While we have little to no control over people moving, or unfortunately dying, "drifting" can be prevented by paying exquisite attention to our relationships.

However when other are gone, it is important to seek out new relationships.This can difficult to do,The skills to seek, find, and create these new relationships can be learned, but generally from someone who has the training and expertise to guide and mentor the seeker. The need to get connected and be connected is a very human need.

You can let go of almost anything and still feel you have enough, if you nourish your relationships with everyone important to you. And this requires your attention to small details. Let me suggest that these are details that we can easily let slip by us if we are not paying attention to this important task.. 




Multiple Reflections on Caring About a Dying Person

I first met Joe when I was consulting on the Teaching Service at the hospital. The Family Medicine resident asked me to see Joe with him because the options for care were becoming less and less, and he felt unskilled as a new physician in training with this very uncomfortable and anxiety provoking experience.  I was introduced to Joe as the Behavioral Sciences Educator and Joe said he didn't need a shrink,but he needed a way out of this cancer. Joe told me that his cancer was "impossible to control" and he was expected to make some difficult decisions about his future:  nursing home, hospice, but returning home was probably not possible, and there was not much more the hospital could provide. So, Joe and the doctor had a few days to think this through, but since the resident was uncomfortable doing this alone, he asked me to be part of the conversations. Little did I suspect how much of Joe's life I would be part of and share, and for how long I would think about him.

This work is what I do and we met, the three of us, for some grueling and tough talks.  We also asked the hospice nurse to join us for a session, and Joe's questions became more and more intense as she explained about the concept of hospice and she said the word death.  I remember even now, how the word filled the room with an eerie intensity that brought tears to the doctor's eyes and Joe was speechless as the word sunk in beneath his emotional defenses. I heard him almost whisper " I am going to go to hospice to die. What do you think, Professor?" I waited a moment and then said that how he felt was really more important and valuable than what I felt. But if he really wanted to know, I felt a sense of sadness. "You are right Professor, I feel sad, and scared, and very hopeless."

There were lots of other professionals that made a steady stream in and out of Joe's room. Other physicians such as the oncologist, a hospitalist, an attending physician, many residents and students of medicine and nursing, and of course the hospice nurse. Joe told me that all these people seemed to stem his loneliness, except at night when he would feel lonely and fearful and isolated from the world. He would wake up out of a sound sleep, shaking, and almost out of breath.  I said they were like "visitors", but uninvited, unannounced, and unheralded. I decided to share about myself and said that when I had been diagnosed with cancer and a had a bad prognosis, these same  three "visitors" came to me at night. I would also wake up terrified and oftentimes weep from the sense of being so alone and isolated from others, even though there were always others, and so fearful for my life and future. Joe said nothing, and there was a quiet in the room that lasted and lasted. Finally, he spoke. " I am glad you told me. It must have been hard to do." It was.

Energy between us picked up after that. We began discussing deep breathing, imagery training, and basic meditation. I related that it was frequently helpful for me, many i had worked with, and I knew it would be helpful for him.  Joe just took to all this.  He said it was like learning a new language to help him deal with his life now and his death.

I met his family also.  Two sons and their wives and four grand children. They talked with the oncologist and hospice nurse and it was so difficult for then all. I almost wished I could make all this go away, and Joe could return to his home and live many fruitful years. It was not to be and one day Joe was transferred to hospice.

Joe called from there and asked me to visit him. There was much he was now ready to talk about. And so, we made a plan. I would stop at Joe's every Friday on my way to the hospital and we would talk; no therapy, no patient and therapist, just two guys on their own journey through life, meeting and sharing, with an occasional Jungian concept thrown in so I wouldn't get too rusty.

I suggested a family meeting when Joe talked about his will and plans for his estate. He wanted his grand  children to get a good chunk of it and his children to get the rest. I asked him to think about the following questions and respond to them  before he decided on all this.

1.  Who am I?
2.  Where do I come from?
3.  Where am I going?
4.  What are my "gifts" to others?
5.  What do I want my legacy to be?

Joe shrugged and said OK, Alan (first time he called me by name), let me see what is really going on in my mind.  That is still fine, it's my body that is not fine. Joe completed the questions and we spent an hour on the phone one night going through them. I won't share his answers, but he changed parts of his will. When I asked what did he plan, he said he had his  lawyer keep the grand kids where they were, but that he wanted an endowment at a small community college for student grants in his name and his wife's, who had passed many years ago, for the rest of his estate."I really do want a legacy that will live through my grand children from their inheritance, and the students who will use my endowment for college."

I brought up God and religion and even the concept of heaven. Joe looked at me and I will never forget what he said. "Alan, you are an educated and very smart man. Why would you bring up such stuff? And don't say it is a requirement of your job." My response was that I would certainly want him to speak to some chaplain if he had questions or concerns that were out of my league. "No."

. Joe began to feel time running out on him and was on increasing doses of medication to help him feel comfortable from the pain. We reinforced the early meditation and imagery training with hospice staff, who all took to him so easily. I was pleased they were so kind to him. One Friday, he told me that the "visitors" had left, as they had for me. No announcements, no playing of bugles, and no warning. For both of us, they left and never came back.  He was proud of this and said it was a real accomplishment for a guy who was dying not to be so afraid.

The following day I went back because i had a feeling there was something else going on. Joe was in what first sounded like a shouting match with the Chaplain-Rabbi. Joe blurted out that the Rabbi said it didn't matter if he ever went to synagogue or even believed in God, but only that he believed in a "something " for himself after he died. Joe began to weep and said that he wanted desperately to believe that he and his wife would "morph through the universe forever".  The Rabbi held Joe and asked me to join in. Now, here was a guy who had a non-possessive warmth..that anyone could join the circle in Joe's behalf, and that was just fine with him and with me.  As the Rabbi left, Joe told him not to expect any contribution from him.The Rabbi turned and blessed Joe. What a collaborator he was.

Since Joe had opened an emotional place we were now in, I suggested a family meeting. I wondered if it would be their last, but one in which I would ask to be there and facilitate the meeting.  Joe must choose the people he wanted to be there and what he wanted to say and what he hoped to hear.   I then suggested the additional areas below to include with his thoughts to complete the circle of Joe's life.  This was challenging for us both, for Joe was going to spell out his requests for a funeral and no family gathering after, but the tomb stone he wanted and how it was to be paid for. Joe wanted to be buried next to his wife, Hildy.  Then he winked at me and said it would be easier for him to find Hildy's soul if he was next to her so they could begin their morphing around the universe.

So, here are the components I suggested to Joe:

1.  Forgive me for my mistakes and mindless ideas and comments.

2.  I forgive all of you for your mistakes.

3.  I have tried to be a good father and grand father and forgive me when I have failed.

4.  I love you all and am sorry I did not tell you or show you enough of my love.

5. I am sorry I have to leave you.

6. Goodbye.


As I look back, I remember the room Joe was in, with all his family around him.  He decided to ask the grand children to attend with the idea they could skip out to the hall if they needed or wanted to.They all stayed and as the sunset began to show through the windows, Joe said all he wanted to say and then even more. He talked about his great excitement at seeing his family thrive after a rough time he and Hildy had in Europe before immigrating to the United States. That he was pleased with them all and was sad to have to leave. Each  adult-child had something to say to Joe, as did their partners and the kids also. The smallest one climbed on Joe's bed, hugged him and said, "Goodbye Gramps, I will miss you."

As they all piled out of the room, Joe asked me to stay. He told me that he and I shared the same religion but that he respected whatever my personal views on that were. He also instructed me to not go to his funeral or his shiva (eight religiously prescribed days of family mourning) as his family insisted on having. " Our relationship is ours." Joe also told me no rushing to the hospice if they called me that he was passing. He grabbed my arm and said that some part of my spirit was within him and made him feel sort of OK, and that he would return it after he passed, since he would not need it any longer. Even I had nothing to say at that point but to hug him and leave.

Joe passed away the next morning.  No bugles, no announcement, no fanfare.

As I reflect back on this meeting,there was something very emotional, spiritual about it.There was this intensity that filled the room with energy and warmth that is not there in any other kind of family meeting.  I have spoken with other therapists, ministers, nurses, and volunteers who conduct and  guide such meetings, and they all seem to agree that this phenomena occurs, but some had been reluctant to talk about or share it with others.  Strange that we do not easily share such an acute sort of blessing.

While not alluding to this in the story of Joe, it is paramount that anyone of us who was with him in most any circumstance had to be fully "in the moment" with him.  In other words, we must have the insight, skills, and desire to be completely in that moment with him; physically, emotionally, and spiritually. Sometimes, we can fool people about how smart we are or how much we know, but never about whether we are fully in the moment with them. In other words, that we are not preoccupied with what we have not accomplished before, or overly anxious  about what we will do later. We are simply to be here and now for them. This is the only bridge to real compassion and deep empathy with someone who is struggling with life and death.

Finally, for those who have traveled this journey as I did with Joe, there is a calmness that pervades us, a settling in of our most intense feelings, and a sense of gratitude for the experience. It has been said that for many elders, life is a series of loses. What makes it easier to cope with this reality, is the ability to say good bye to those we love the most. Joe was indeed lucky to be able to do so.  Maybe, just maybe, this made his passing easier for him and for those left to mourn him. I know it did for me.

May Joe's spirit have found that of his wife's, and may they have begun their morphing around the universe. I sure hope so.









Friday, May 23, 2014

Six Dynamics to Consider in a Grief Response


                                                                  
                                         Six Dynamics to Consider in a Grief Response


Abstract

Family physicians should be at the forefront of understanding and assessing incomplete grief responses of patients. This has not been the case for many physicians. Doing so requires a specific curriculum and motivated-well trained  faculty, and learners interested in, willing to learn, and emotionally strong enough to do this work. However, I have found that residencies are troubled by what to teach, how to teach, when to teach, and where to teach it. Residents may have uncomfortable feelings, disinterest, cultural barriers , and occupied with so many other tasks to invest themselves in the process of it.. 
Come join me in looking at a patient who had a family physician who overcame the obstacles and learned the skills to assess and in this case, make a referral to me.



Jack came to the office at the request of his family physician.  The physician was an individual I had trained  to assess and diagnose grief reactions. The physician had called earlier and indicated that he was sure Jack was suffering from a disrupted grief response and needed professional intervention.
Jack appeared more than apprehensive when he sat down in the office.  I decided to say nothing and see what he would be willing or able to talk about. Jack finally spoke and described feeling sad and lonely since his father had died six months ago. He shared that his father had become a great friend to him over the years and his sudden heart attack and death left Jack feeling devastated. “I can’t seem to get over it.” 
The physician also noted that had developed a sleeping problem and had lost some weight.  Jack could not concentrate and seemed to feel off balance.  The other two siblings were “doing better” according to Jack, although his mother was also seeing the physician for weight gain and high blood pressure. I wondered if they were really doing better. Jack forced a smile and said I had just created a riddle.
At no time did I sense any real feelings from Jack. His conversation was highly verbal but not emotional. Where were the emotions for a young man with such a great loss? Why would Jack have a need to get over his loss so quickly?  Why did he not permit himself to feel his loss and then his grief, really feel it?  While we say that time heals, we must do something healing in that time in order to heal.  Since all healing comes from within, I suspected Jack needed some guidelines and therapy to begin now, the process of grieving his terrible loss. Lastly, deep and intense feelings of sadness are early prerequisites of a grief response, but are not in themselves a grief reaction.
There were at least six dynamics regarding this situation. There may be more, but probably not less:
1.       People seldom allow themselves sufficient time to complete their grieving.
2.      There are physical responses to grieving.
3.    . Jack was "off balance" from his loss and needed to make emotional and psychological corrections to regain a sense of balance in his life
4.      A lack of awareness of how to feel and then grieve were skills and experiences Jack needed.
5.      Dealing with the obsessive components of loss and grief.
6.     Family responses to a grieving situation.

What would he accept from me, a stranger who entered his world?  A world of apparent loneliness, isolation from himself and others, and fear of his own unknown. He talked of not sleeping well and obsessing over how he was notified of his father’s death, and  he then believed  he lost his way emotionally. I was impressed with how lonely and isolated Jack felt. He was also afraid of his own future. A future without his father so  there were differentiation issues to be part of any therapy work

I asked Jack to consider joining a grief group at his local hospital, and think about therapy to help make the corrections needed to balance himself again. That six months was probably too early to complete a grief response, and that he may have to go back and begin again; this time with more appropriate guidelines to feel, experience his loss, and then move to real grieving. I told him it was a lot to think about but we live in a world in which we seldom teach our children how to mourn us, how to grieve us, and how to live through the experience and hopefully come out stronger than before. Our society really is not  much better at any of this either. I suggested he talk this over with his physician and his minister. We needed all the allies we could collaborate with.

 Finally, I suggested a family meeting to talk about the loss of the father and how they might be able to help each other with mutual grieving and the healing as a family. I  also began a discussion about how obsessive thoughts about his father’s death and Jack’s sense of loss tended to take his emotions and feelings in a downward spiral and create difficulties in concentrating and positive activities of daily living (ADL’s.)

Jack asked for a week to talk with these other people and would then get back to me with his answer.  By the way, Jack returned and this time was ready to work....he struggles, but he says his challenges are worthwhile.

While life frequently seems to be about losing what we love most, it is made easier and more comforting when we can learn how to  honor our ability to grieve and mourn our losses. We are then transformed and can move on, because life is so precious.
This case was referred to me by a family physician who believed that Jack needed more, much more, if he was to return to a life of real meaning and purpose. The outcome is yet unknown, but Jack has taken the beginning steps to a healing sense of grief; and made possible by a physician aware and sensitive to Jack's needs.
Teaching the nuances of this important and difficult work is always to be done. The obstacles can be resolved by investing in clarifying and meeting the needs of our residents to learn in a safe, emotionally responsive, and protected educational environment.


Tuesday, May 20, 2014

Six Observations When Someone Comes to You to Talk...


Why is that people come to talk to you? What do they want from you? Why now?  Can you give them what they are asking for? Are you the right person for them?
Well, I have been thinking about these questions for a long time and suggest that there at least six observations you should consider before agreeing to be part of these conversations.

1. Is the person coming to see you for advise, recommendations and an action plan?

2. Is the person coming to solicit your thoughts, feelings, beliefs, etc. and they will produce an action plan?

3.  The person is looking for your input about something, but really plans no action or behavioral changes as a result, at least for now?

4. How will engaging in any of these conversations effect your relationship?

5. What feelings will be generated by these conversations in both of you?

6.  What if the person is simply collecting opinions from a variety of sources and you happen to be one of the many?

 Bob came to me and asked my advise about Thomas.  Bob had just been appointed Director of our firm and told me that Thomas had been spreading rumors and telling people that he should have gotten the job and that Bob got it unfairly.

I suggested that Bob invite Thomas in and tell him that any further such actions would be insubordination and he would fire Thomas. Bob listened, asked no questions and left my office.  Shortly after, I heard Thomas going into Bob's office, the door closed and  after five minutes, Thomas emerged and shuffled down the long hallway. Bob reappeared and said he did it. I asked how it went and he said fine and left.  We never spoke of it again because that one time he said we were never to discuss it!  Bob never asked my advice again, ever, even though Thomas reversed course and became a loyal and faithful employee.

Several years later, Bob moved up the corporate ladder and never said goodbye.  When I would see him, he gave me a look like we have a secret and a secret it will stay.  Since the result worked well, what happened? Since Bob refused to share his insights and reflections I will do mine. I believe Bob was very uncomfortable admitting his insecurity and uncertainties. At a time when the stakes were high for him, he was unable to put together a plan to help himself. I believe he felt that regardless of the outcome, he would not put himself into a position that would make him feel the way he did.
In retrospect, I never felt any less regard for him when he asked my advice, for we all can be in that position. I only felt sad that Bob never gave himself the chance to be OK with me. Maybe next time someone comes to me, I will ask, " How do you think our relationship will change as a result of this conversation?" Well, maybe I will not.



Monday, May 19, 2014

Michael is a Very Brave Guy


Michael is a very successful business executive.  He was referred to me by another therapist who is a friend of his and understandably did not want to cross boundary lines with him.  She described the presenting problem as one in which Michael was up for promotion to CEO and the Chairman of the Board  of his company was not very impressed with him.
Michael came to the office looking and sounding bright and charming, but with a sadness streak that burned through his speech and manner. He denied being sad but admitted to great anxiety and a dread of failure if he should not be promoted. He perceived the Chairman as out to show Michael’s weaknesses and that Michael was perceived as potentially bringing a great many problems to the business. Problems that would not be there with another person to be chosen for the position.

I wondered why he wanted the promotion and why was it so important to him. (I had learned long ago that asking seemingly obvious questions frequently led to wonderful diagnostic information and a possible source of a pathway to some sort of healing). Michael became overtly anxious as he described the unfairness of the other man, the persecution he felt, and a litany of accusations against this man that would have filled my note book if I had been taking copious notes.  I had not.  And yet I still did not understand and asked him again.  This time he turned in his chair towards me and threatened to walk out if I was not paying attention. I went to the door and asked the secretary to come into the room.  I asked her if she thought I was the kind of therapist who did not pay attention to his clients. “Oh no,” she said, “The Prof is extremely competent and gives all his clients his full attention.” I said thank you and she left. Michael was speechless and I asked the question again. This time, he began to sob and told me that he had been keeping a secret for all his professional years. That he was always afraid that someone would realize he is incompetent and not worthy of the success he had enjoyed.  That the Chairman was absolutely correct and Michael was not fit to be promoted.
 A waterfall of pain and suffering and anxiety began to pour forth from him. Sometimes, it is best to let people express their feelings fully, and I thought this was the time. Michael then began quietly sobbing and said he was ashamed to reveal such emotions, such painful and sad emotions. I said nothing, giving him a chance to express even more emotion. . He repeated his words and then I shared my willingness to be there for him if he wanted to explore the why, the how, the history, and some positive skills and insights to replace his giving up of the great sadness and confusion about himself as a person.
Sometimes, but not always, a therapist will keep some rein on the expression of such feelings with a client.  My instinct said that he would be OK and that his ego would not deteriorate by these expressions.  At other times, I will sense a breakdown of reality testing and ego strength and offer a tissue which is a clue for the client to bring the expression to a close, for now. Whether I let them continue or offer a tissue is always explained to the client later in terms of why I was doing what I am doing.  It is not about my being uncomfortable with their pain or that what they are expressing is alien and inappropriate. No one wants to feel exposed and vulnerable, so I gauge my response on where they are emotionally and psychologically during these floods of affect and feelings. Of course, other therapists may deal with similar situations differently, and that is what makes each therapist unique and may appeal to different types of clients.
It was almost time to conclude the session and I offered Michael a plan to consider. Sometimes, I negotiate a plan and sometimes not. Not this time. I offered two more session with him alone, for there was much I did not yet understand, one session with Michael and his wife, Millie, one session with Millie and their four almost adult children, and a final session with Michael in which I would hope to present a treatment plan with goals and objectives and a time frame for us. Michael agreed to this plan and then asked for my fees. After I told him, he laughed and called it “pocket change.” “I spend more for dinner and a bottle of wine.” Hum”, I said, “many folks would be in a financial disadvantage and ask for a discount.” He brushed aside my comment and extended his hand and agreed again to the pre-therapy and diagnostic phase of this work. Interesting that he agreed twice, which seem to imply to me that he was relieved with the plan in that someone had gone beyond the intense emotionality of all this and  had taken the lead for a while: an experience he had not had in a long time.
What was behind this sense of failure and fear of being “found out,” how did he achieve so much already with these secrets behind his image, how much of this affected his role as partner and parent, what will he want from me, can I be of real therapeutic help to him? Questions like this filled my mind as I straightened the office and awaited my next client. It was early in the evening and I had a full schedule of clients ahead of me.

Therapy is tough work; therapy is for courageous and brave people who are willing to make that special step into the unknown. To make a commitment to reveal their most intimate experiences and feelings and to partner and collaborate with a therapist.  We have skills and abilities and a desire for those suffering and in pain to find a reduction in suffering and pain while seeking new pathways to being and becoming. It is also rigorous work for us as therapists and tests our deepest intention and purpose as healers
.
I wonder how this will turn out…I am optimistic for Michael. He has taken that first anxious step. One can seldom appreciate how hard it is to appear at our door for the first time. I believe he is a brave guy.

Sunday, May 18, 2014

What to be Thinking About in a Family Meeting with an Elder.

  Carolyn called several months ago. She heard of me through her realtor, in that the two of us have collaborated on a number of home sales that involved elders and their adult children.  Each of the situations was an emotional mess and so was this one. Carolyn and her two sibs had “pushed” their widowed father to sell his condo and sign up for a retirement home.  Now, he is refusing to sign the papers for the sale, pack his “stuff” and move.  He is essentially doing nothing in their view...but he was doing something.  Just about what I would have predicted.
I told Carolyn to call for a family meeting at the father’s condo, but not to expect too much.  I showed up and rang the bell.  Charles, the father, did not answer the door.  Rather he was in the kitchen reading the New York Times. Bob, one of the other siblings had let me in and announced he had had it with the “old man” and did not want to stay. George, the oldest was drinking a glass of wine and looked very uncomfortable.
 I convened the family and suggested that Charles tell the family of his disappointments in them. I chose that term for special reasons. Did he let them have it and Bob started inching for the door- “no”, I said, “you all need to hear this”. And then each adult-child explained their concerns about Charles’ situation: poor housekeeping, no food in the fridge, looking disheveled, and not caring for himself, and, never satisfied for anything they did for him. Charles used both denial and rationalization in response.  “These are not problems and I can handle them anyway”. He was equally enraged they invited my friend the relator over and convinced him into thinking that Charles was ready to sell and move on.  He was not! In fact, Charles prided himself with his independence and had lots of reasons to explain his behavior.  They threw in his forgetfulness and he replied that what he forgot was not worth remembering.
I sensed there was enough blame, shame, anger, disappointment, and family rage to go around and decided to offer a plan.  That Charles not move, not sell, get a housekeeper on a weekly basis, a cook who would  figure out what he needs in the kitchen and shop for him, make an appointment with a geriatric center for an evaluation, and we would convene in a month. Charles was lucky to have the funds to pay for all this home based comforts, but each situation is different and this one was affordable.
The children were to stay away, let tempers cool, and I would make weekly home visits with Charles to look at, assess, and do some reasonable planning with him, not for them.  He refused and then changed his mind. He said I might be saner than they are but I could not guarantee much; but what we could do was a lot better than the chaos they were in.
You know the conclusion already. Charles balked and gave me lots of grief but indeed found a service in his community that provided all I asked for.  He had an assessment and came out of it in good health but saddened by so many losses in his life he never seemed to get over one and he had another. There seemed to be no respite for him from losses. No grieving. no lamenting, and no time for transformation.
Charles and I had lunch every week at his place ( cooked by the terrific chef) and we talked, really talked, abut all his losses and wishes yet unfulfilled. He was angry and unhappy and sad.  He did not want to go live near old folks, because he was only 81 and did not want to catch “old people” by being near them.
No more moves or changes for Charles…for now. Let him really settle in and try to find some balance in his life, learn how to grieve his losses, seek to find some purpose in his life, and figure out how to work more effectively with his children. I insisted he get back on schedule with his primary care physician and retain all the folks he had hired. They are his support to keep him out of the retirement home. I do hope this works for him and for his children.  If the pressure is off of them, maybe they can get back at pursuing their personal goals and wishes, and let Charles struggle with his.  The struggle is worth it..
In retrospect, we know that conversations like the ones they initially had as a family are difficult to do well; they follow major losses and are not existential on their own. Everyone seems to have an opinion as to what is best, everyone has a major stake in the outcome, and no one feels very comfortable doing them.  We seldom have the insight or skills or even to be aware of the big picture to do them well. But we do them anyway and lament how poorly they become.  Families can be splintered and dysfunctional in meeting the needs of any of its members.
 I can’t promise a great outcome every time, but convening the family with a guide or mentor skilled in the process of family meetings can be very helpful. The final outcome for Charles is unknown, but he is still the father; just needed a companion for lunch on a weekly basis.