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Family functionality and burden of family caregivers of users with mental disorders

Funcionalidad familiar y sobrecarga de cuidadores familiares de usuarios con trastornos mentales

ABSTRACT

Objective:

to verify the difference of mean or median in the scores of family functionality and burden of family caregivers of people with mental disorders.

Methods:

cross-sectional study carried out in a Psychosocial Care Center with 61 family caregivers. Instruments were used for sociodemographic characterization, care process, Family Apgar Index and Family Burden Interview Schedule. Mean/median difference tests were adopted.

Results:

women with mental disorders and the presence of children in the home decreased the median of the family Apgar score. Difficulty in the relationship between caregiver/user, nervousness/tension, physical aggression and agitation of patients increased the global average of subjective burden.

Conclusions:

nursing interventions to reduce burden and promote family functionality should prioritize caregivers of women with mental disorders, assist them in managing troublesome behaviors and raising awareness of family nucleus to co-responsibility for caring for sick people, especially in families with children who demand daily care.

Descriptors:
Family; Caregivers; Mental disorders; Family Health; Nursing

RESUMEN

Objetivo:

verificar la diferencia de media o mediana en las puntuaciones de funcionalidad familiar y sobrecarga de los cuidadores familiares de personas con trastornos mentales.

Métodos:

estudio transversal realizado en un Centro de Atención Psicosocial, con 61 cuidadores familiares. Se utilizaron instrumentos para la caracterización sociodemográfica, el proceso de cuidado, el Índice de Apgar Familiar y el Family Burden Interview Schedule. Se adoptaron pruebas de diferencia de media/mediana.

Resultados:

las mujeres con trastornos mentales y la presencia de hijos en el hogar disminuyeron la mediana del Apgar familiar. La dificultad en la relación entre cuidador/usuario, nerviosismo/tensión, agresión física y agitación del paciente aumentaron el promedio global de carga subjetiva.

Conclusiones:

las intervenciones de enfermería para reducir la carga y promover la funcionalidad familiar deben priorizar a los cuidadores de mujeres con trastornos mentales, asistirlos en el manejo de conductas problemáticas y sensibilizar al núcleo familiar sobre la corresponsabilidad del cuidado del enfermo, especialmente en familias con niños que demandan cuidados diarios.

Descriptores:
Familia; Cuidadores; Transtornos Mentales; Salud de la Familia; Enfermería

RESUMO

Objetivo:

verificar a diferença de média ou de mediana nos escores de funcionalidade familiar e de sobrecarga de cuidadores familiares de pessoas com transtorno mental.

Métodos:

estudo transversal realizado em Centro de Atenção Psicossocial, com 61 cuidadores familiares. Utilizaram-se instrumentos para caracterização sociodemográfica, do processo de cuidar, Índice Apgar de Família e Family Burden Interview Schedule. Adotaram-se testes de diferença de média/mediana.

Resultados:

mulher com transtorno mental e presença de crianças na residência diminuíram a mediana do escore de Apgar familiar. Dificuldade de relacionamento entre cuidador/usuário, nervosismo/tensão, agressividade física e agitação do paciente aumentaram a média global de sobrecarga subjetiva.

Conclusões:

as intervenções de enfermagem para diminuição da sobrecarga e promoção da funcionalidade familiar devem priorizar cuidadores de mulheres com transtorno mental, auxiliá-los no manejo dos comportamentos problemáticos e sensibilizar o núcleo familiar para a corresponsabilidade pelo cuidado do ente adoecido, sobretudo nas famílias com crianças que demandam cuidados diários.

Descritores:
Família; Cuidadores; Transtornos Mentais; Saúde da Família; Enfermagem

INTRODUCTION

The Brazilian Psychiatric Reform (BPR) and the deinstitutionalization process implementation proposed a new model of mental health care in substitute services within the territory due to the hospital-centered model, with an emphasis on social reintegration and greater family participation in caring for people with mental disorders. Thus, the family context becomes the main environment for the implementation of psychosocial rehabilitation family-based interventions for the construction and execution of the therapeutic project( (11 Porto LFA, Bandeira M, Oliveira M. Sobrecarga de familiares cuidadores de pacientes psiquiátricos: relação com a resiliência. Interação Psicol. 2019;23(3):346-56. https://doi.org/10.5380/psi.v23i3.56750
https://doi.org/10.5380/psi.v23i3.56750...

2 Martins PPS, Guanaes-Lorenzi C. Participação da família no tratamento em saúde mental como prática no cotidiano do serviço. Psicol Teor Pesqui. 2016;32(4):e324216. https://doi.org/10.1590/0102.3772e324216
https://doi.org/10.1590/0102.3772e324216...
-33 Baptista JA, Camatta MW, Filippon PG, Schneider JF. Projeto terapêutico singular na saúde mental: uma revisão integrativa. Rev Bras Enferm. 2020;73(2):e20180508. https://doi.org/10.1590/0034-7167-2018-0508
https://doi.org/10.1590/0034-7167-2018-0...
).

To ensure territorialized health care for people with mental disorders and their families, the Psychosocial Care Network (RAPS - Rede de Atenção Psicossocial) was created by Ordinance 3.088/2011. RAPS consists of the following components: I - primary health care; II - specialized psychosocial care; III - emergency care; IV - transitional residential care; V - hospital care; VI - deinstitutionalization strategies; VII - psychosocial rehabilitation(44 Ministério da Saúde (BR). Portaria nº. 3.088, de 23 de dezembro de 2011. Institui a Rede de Atenção Psicossocial para pessoas com sofrimento ou transtorno mental e com necessidades decorrentes do uso de crack, álcool e outras drogas, no âmbito do Sistema Único de Saúde (SUS). Diário Oficial da União 30 de dezembro de 2011; Seção 1.).

Among the aforementioned components, primary care (Basic Health Unit - BHU) and specialized psychosocial care (Psychosocial Care Center - CAPS) are the originators of care, guaranteeing a permanent co-management process and longitudinal monitoring of cases(44 Ministério da Saúde (BR). Portaria nº. 3.088, de 23 de dezembro de 2011. Institui a Rede de Atenção Psicossocial para pessoas com sofrimento ou transtorno mental e com necessidades decorrentes do uso de crack, álcool e outras drogas, no âmbito do Sistema Único de Saúde (SUS). Diário Oficial da União 30 de dezembro de 2011; Seção 1.). In this sense, CAPS are services composed of a multidisciplinary team that works in the extended and shared clinical perspective, articulated to others RAPS provisions, serving people with severe and persistent mental disorders and people with needs resulting from the use of crack, alcohol and other drugs, in their territorial area, in a semi-intensive and non-intensive treatment regime. The activities are carried out primarily in a collective and shared way, articulated with the other points of care of the health network and other networks. Care, within the scope of CAPS, is developed through a Unique Therapeutic Project (PTS - Projeto Terapêutico Singular), which must involve users and their family in the construction process(44 Ministério da Saúde (BR). Portaria nº. 3.088, de 23 de dezembro de 2011. Institui a Rede de Atenção Psicossocial para pessoas com sofrimento ou transtorno mental e com necessidades decorrentes do uso de crack, álcool e outras drogas, no âmbito do Sistema Único de Saúde (SUS). Diário Oficial da União 30 de dezembro de 2011; Seção 1.).

Family has been considered a strategic care nucleus within the psychosocial care model, with positive impacts, such as breaking the paradigm and prejudices, bringing the family closer to treatment and health services, and, mainly, the reinsertion of people with mental disorders in society, with greater autonomy and respect in the face of social life(55 Bezerra KMG, Leandro ACC, Brito MGJP, Oliveira SRPB, Silva TTM, Frazão IS. Repercussions of Mental Disorders in the family context. AJPRR [Internet]. 2020 [cited 2020 Aug 25];3(14). Available from: https://escipub.com/Articles/AJPRR/AJPRR-2020-02-0905.pdf
https://escipub.com/Articles/AJPRR/AJPRR...
-66 Salles MM, Barros S, Santos JC. Family relationships of people with mental health problems: processes of social exclusion and inclusion Rev Enferm UERJ. 2019;27:e26923. https://doi.org/10.12957/reuerj.2019.26923
https://doi.org/10.12957/reuerj.2019.269...
).

Significant changes may be necessary in the family organization when taking on the role of participating in the process of caring for people with mental disorders. It is important to highlight that the care model transformation within mental health, with a focus on social reintegration and family participation, still leaves gaps in assistance regarding the community’s experience with health services in psychiatry. Sometimes, family members do not feel prepared to take care of their relative in mental distress, a factor that can interfere with family functionality. In this sense, the family nucleus must be trained to deal with changes in the daily routine, troublesome and, eventually, aggressive behaviors, which can cause burden(22 Martins PPS, Guanaes-Lorenzi C. Participação da família no tratamento em saúde mental como prática no cotidiano do serviço. Psicol Teor Pesqui. 2016;32(4):e324216. https://doi.org/10.1590/0102.3772e324216
https://doi.org/10.1590/0102.3772e324216...
,66 Salles MM, Barros S, Santos JC. Family relationships of people with mental health problems: processes of social exclusion and inclusion Rev Enferm UERJ. 2019;27:e26923. https://doi.org/10.12957/reuerj.2019.26923
https://doi.org/10.12957/reuerj.2019.269...
).

Family functionality is represented by harmonic relationships and the way members of a family relate to each other and to others, with a view to family balance. Thus, the family can be considered functional or dysfunctional(77 Souza RA, Costa GD, Yamashita CH, Amendola F, Gaspar JC, Alvarenga MRM, et al. Funcionalidade familiar de idosos com sintomas depressivos. Rev Esc Enferm USP. 2014;48(3):469-76. https://doi.org/10.1590/S0080-623420140000300012
https://doi.org/10.1590/S0080-6234201400...
). A functional or mature family is the one that manages to experience conflicts and critical moments with emotional stability, coexisting harmoniously and independently, maintaining the commitment between its members(77 Souza RA, Costa GD, Yamashita CH, Amendola F, Gaspar JC, Alvarenga MRM, et al. Funcionalidade familiar de idosos com sintomas depressivos. Rev Esc Enferm USP. 2014;48(3):469-76. https://doi.org/10.1590/S0080-623420140000300012
https://doi.org/10.1590/S0080-6234201400...
) and therefore plays an important role in caring for people with mental disorders. In dysfunctional or immature family relationships, individual interests are prioritized over the family group. In moments of crisis, family members are blamed for failing to take on their roles within the family environment and have a superficial bond, and may even present aggressive and hostile behaviors(77 Souza RA, Costa GD, Yamashita CH, Amendola F, Gaspar JC, Alvarenga MRM, et al. Funcionalidade familiar de idosos com sintomas depressivos. Rev Esc Enferm USP. 2014;48(3):469-76. https://doi.org/10.1590/S0080-623420140000300012
https://doi.org/10.1590/S0080-6234201400...
).

Considering the prominent role played by families in caring for people with mental disorders in the post-psychiatric retirement scenario, there is a need for studies aimed at caregivers of people with mental disorders or psychological distress; especially in developing countries, where there is a greater deficiency of health services aimed at specialized assistance to mentally ill users and their caregivers. The care process can negatively impact the social and professional life of caregivers, their daily routine, relationship with patients, quality of life and cause problems in family functionality due to burden and difficulty in dealing with behaviors inherent to mental disorders(88 Ae-Ngibise KA, Doku VC, Asante KP, Owusu-Agyei S. The experience of caregivers of people living with serious mental disorders: a study from rural Ghana. Glob Health Action. 2015;8:26957. https://doi.org/10.3402/gha.v8.26957
https://doi.org/10.3402/gha.v8.26957...
,1212 Campana MC, Soares MH. Familiares de pessoas com esquizofrenia: sentimentos e atitudes frente ao comportamento agressivo. Cogitare Enferm [Internet]. 2015 [cited 2020 Dec 29];20(2):338-44. Available from: https://docs.bvsalud.org/biblioref/2016/08/1266/40374-157249-1-pb.pdf
https://docs.bvsalud.org/biblioref/2016/...
).

Given the above, it is necessary to produce scientific knowledge about the burden of family caregivers, the functioning of families of people with mental disorders and the respective factors related to these phenomena. Such evidence can support nursing interventions in health education aimed at these families, especially for their caregivers, and for the permanent education of professionals who provide daily care for these users, especially nurses.

The role of nurses can improve caregiver´s experience through health education, listening and valuing subjects in mental distress(1313 Braga FS, Olschowsky A, Wetzel C, Silva AB, Nunes CK, Botega MSX. Nurse’s means of work in the articulation of the psychosocial care network. Rev Gaúcha Enferm. 2020;41(spe):e20190160. https://doi.org/10.1590/1983-1447.2020.20190160
https://doi.org/10.1590/1983-1447.2020.2...
). Learning about the disease and ways of coping that provide a better quality of life for the family group can reduce the burden that the disease causes in the family context and improve family functioning(1313 Braga FS, Olschowsky A, Wetzel C, Silva AB, Nunes CK, Botega MSX. Nurse’s means of work in the articulation of the psychosocial care network. Rev Gaúcha Enferm. 2020;41(spe):e20190160. https://doi.org/10.1590/1983-1447.2020.20190160
https://doi.org/10.1590/1983-1447.2020.2...
-1414 Gomes MLP, Silva JCB, Batista EC. Escutando quem cuida: quando o cuidado afeta a saúde do cuidador em saúde mental. Rev Psicol Saúde. 2018;10(1):3-7. https://doi.org/10.20435/pssa.v10i1.530
https://doi.org/10.20435/pssa.v10i1.530...
).

The hypothesis of this study is that factors of a sociodemographic nature and of the care process are capable of bringing changes in the scores in terms of mean or median, family functionality and burden of family care for people with mental disorders.

OBJECTIVE

To verify the difference of mean or median in the scores of family functionality and burden of family caregivers of people with mental disorders.

METHOD

Ethical aspects

The project was approved by the Human Research Ethics Committee.

Study design, period and place

This is a cross-sectional study carried out in a CAPS, type II, located in the interior of Pernambuco, Brazil, from April to May 2019. The research was organized according to the STROBE checklist: cross-sectional studies.

Population or samples; inclusion and exclusion criteria

The population was composed of family caregivers of people with mental disorders attended at the referred CAPS. As for the sample estimate, it was considered a finite population; Z22 Martins PPS, Guanaes-Lorenzi C. Participação da família no tratamento em saúde mental como prática no cotidiano do serviço. Psicol Teor Pesqui. 2016;32(4):e324216. https://doi.org/10.1590/0102.3772e324216
https://doi.org/10.1590/0102.3772e324216...
α=1.96; proportion of occurrence of the phenomenon of interest=50.0%; sampling error of 10.0% (0.01). Thus, the sample was estimated at 61 participants. Family caregivers were selected as they met the inclusion criteria: self-declaration of being primary caregivers of CAPS users and being 18 years of age or older. Participants without literacy were interviewed by the responsible researcher, who in turn filled out the research instruments based on the answers given. Family caregivers who had a clinical condition that made it impossible to answer the research instruments were excluded, even with the help of the researcher, and/or received some type of financial remuneration for the care provided that characterized formal caregivers.

Study protocol

Data were collected through interviews with families of caregivers. The collection took place in a reserved space of the health service in order to guarantee participants’ privacy and avoid possible constraints. The following instruments were used for data collection: form for sociodemographic characterization of caregivers (gender, age, marital status, family income, years of study, occupation, type of residence, presence of children in the same household, number of people in the same household); form on the care process elaborated from previous studies(88 Ae-Ngibise KA, Doku VC, Asante KP, Owusu-Agyei S. The experience of caregivers of people living with serious mental disorders: a study from rural Ghana. Glob Health Action. 2015;8:26957. https://doi.org/10.3402/gha.v8.26957
https://doi.org/10.3402/gha.v8.26957...

9 Oliveira EM. Cordeiro ESM, Lima D, Linhares AMF. Family needs a break: it takes care of people with mental disorder. Rev Pesqui: Cuid Fundam. 2017;9(1):71-8. https://doi.org/10.9789/2175-5361.2017.v9i1.71-78
https://doi.org/10.9789/2175-5361.2017.v...

10 Batista CF, Bandeira M, Oliveira DR. Fatores associados à sobrecarga subjetiva de homens e mulheres cuidadores de pacientes psiquiátricos. Ciênc Saúde Coletiva. 2015;20(9):2857-66. https://doi.org/10.1590/1413-81232015209.03522014
https://doi.org/10.1590/1413-81232015209...

11 Kizilimark B, Kuçuk L. Care burden level and mental health condition of the families of individuals with mental disorders. Arch Psychiatr Nurs. 2016;30:47-54. https://doi.org/10.1016/j.apnu.2015.10.004
https://doi.org/10.1016/j.apnu.2015.10.0...
-1212 Campana MC, Soares MH. Familiares de pessoas com esquizofrenia: sentimentos e atitudes frente ao comportamento agressivo. Cogitare Enferm [Internet]. 2015 [cited 2020 Dec 29];20(2):338-44. Available from: https://docs.bvsalud.org/biblioref/2016/08/1266/40374-157249-1-pb.pdf
https://docs.bvsalud.org/biblioref/2016/...
,1515 Silva MJ, Victor JF, Mota FRN, Soares ES, Leite BMB, Oliveira ET. Analysis of psychometric properties of family APGAR with elderly in northeast Brazil. Esc Anna Nery. 2014;18(3):527-32. https://doi.org/10.5935/1414-8145.20140075
https://doi.org/10.5935/1414-8145.201400...
-1616 Bandeira M, Calzavara MGP, Castro I. Estudo de validade da escala de sobrecarga de familiares cuidadores de pacientes psiquiátricos. J Bras Psiquiatr. 2008;57(2):98-104. https://doi.org/10.1590/S0047-2085200800020000313
https://doi.org/10.1590/S0047-2085200800...
) )(leisure activity, health problem, carrying out treatment for the respective problem, degree of kinship with the person receiving care, length of care, need for help to provide care, help for people with mental disorders in daily activities, troublesome behaviors presented by the family member receiving care, control over the behaviors presented, level of satisfaction in caring, quality of the relationship between family caregiver and person with mental disorders - very good/good/bad, and receiving guidance on the relative’s illness); APGAR Family Index(1515 Silva MJ, Victor JF, Mota FRN, Soares ES, Leite BMB, Oliveira ET. Analysis of psychometric properties of family APGAR with elderly in northeast Brazil. Esc Anna Nery. 2014;18(3):527-32. https://doi.org/10.5935/1414-8145.20140075
https://doi.org/10.5935/1414-8145.201400...
); Family Burden Interview Schedule, version adapted and validated for the Brazilian population (FBIS-BR)(1616 Bandeira M, Calzavara MGP, Castro I. Estudo de validade da escala de sobrecarga de familiares cuidadores de pacientes psiquiátricos. J Bras Psiquiatr. 2008;57(2):98-104. https://doi.org/10.1590/S0047-2085200800020000313
https://doi.org/10.1590/S0047-2085200800...
).

Regarding the behaviors presented by users with mental disorders, those most frequently reported by family caregivers were listed, namely: physical aggression, problems related to sexuality, breaking objects, threats/verbal aggression, continuously demanding attention, agitation, refusing medication, nervousness, poor hygiene, soliloquy, and smoking. Such behaviors were asked to the family members during the interview through the question: what are the behaviors of your family member that bother you the most? Regarding the level of satisfaction in caring, caregivers assessed the quality of the relationship with the family member who receives care through a satisfaction scale, namely: dissatisfied, satisfied, and very satisfied.

The APGAR Family Index assesses family functionality regardless of the life cycle it is in. Its application allows the detection of the presence of family dysfunction, which enables the planning of interventions that favor the reestablishment of balance in the relationships that exist between members of a family(1515 Silva MJ, Victor JF, Mota FRN, Soares ES, Leite BMB, Oliveira ET. Analysis of psychometric properties of family APGAR with elderly in northeast Brazil. Esc Anna Nery. 2014;18(3):527-32. https://doi.org/10.5935/1414-8145.20140075
https://doi.org/10.5935/1414-8145.201400...
). This instrument measures satisfaction through five domains: adaptation, partnership, growth, affection, and resolve(1515 Silva MJ, Victor JF, Mota FRN, Soares ES, Leite BMB, Oliveira ET. Analysis of psychometric properties of family APGAR with elderly in northeast Brazil. Esc Anna Nery. 2014;18(3):527-32. https://doi.org/10.5935/1414-8145.20140075
https://doi.org/10.5935/1414-8145.201400...
).

Answers are given through the following alternatives: always (2), sometimes (1), and never (0). The results acquired by applying the scale are converted into scores based on the sum of all values obtained in each of the five domains. The total score ranges from 0 to 10. The sum of the items represents the level of family satisfaction, being: from 0 to 4 (severe family dysfunction), from 5 to 6 (moderate dysfunction) and from 7 to 10 (good functionality)(1515 Silva MJ, Victor JF, Mota FRN, Soares ES, Leite BMB, Oliveira ET. Analysis of psychometric properties of family APGAR with elderly in northeast Brazil. Esc Anna Nery. 2014;18(3):527-32. https://doi.org/10.5935/1414-8145.20140075
https://doi.org/10.5935/1414-8145.201400...
,1717 Vera I, Lucchese R, Munari DB, Nakatani AYK. Índex APGAR de Família na avaliação de relações familiares do idoso: revisão integrativa. Rev Eletr Enf. 2014;16(1):199-210. https://doi.org/10.5216/ree.v16i1.22514
https://doi.org/10.5216/ree.v16i1.22514...
). The use of this index in primary care has been recommended due to the ability to assess family units and to detect malfunctions in the family system. The translated and validated version for older adults in northeastern Brazil proved to be reliable (α=0.80) and valid for tracking problems related to family functionality(1515 Silva MJ, Victor JF, Mota FRN, Soares ES, Leite BMB, Oliveira ET. Analysis of psychometric properties of family APGAR with elderly in northeast Brazil. Esc Anna Nery. 2014;18(3):527-32. https://doi.org/10.5935/1414-8145.20140075
https://doi.org/10.5935/1414-8145.201400...
).

About FBIS - BR, it is a Likert-type scale composed of 70 items, of which 45 refer to the burden assessment presented by family caregivers of users with mental disorders in the last 30 days of living. The scale is organized in two dimensions: objective (21 questions) and subjective (24 questions). Objective burden is assessed using the subscales Assistance to patients in daily life (subscale A), Supervision of patients’ troublesome behaviors (subscale B) and Impact on daily routines (subscale D). As for the subjective burden, we have the subscales: Assistance to patients in daily life (subscale A), Supervision of patients’ troublesome behaviors (subscale B) and Concerns about patients by the relative (subscale E). FBIS - BR also has the subscale related to Financial expenses (subscale C), which, although not used in the calculation of the total burden scores, provides additional information regarding the expenses that the family member had with the patient and the weight of this for the family budget(1616 Bandeira M, Calzavara MGP, Castro I. Estudo de validade da escala de sobrecarga de familiares cuidadores de pacientes psiquiátricos. J Bras Psiquiatr. 2008;57(2):98-104. https://doi.org/10.1590/S0047-2085200800020000313
https://doi.org/10.1590/S0047-2085200800...
,1818 Bandeira M, Calzavara MGP, Freitas LC, Barroso SM. Family Burden Interview Scale for relatives of psychiatric patients (FBIS-BR): reliability study of the Brazilian version. Rev Bras Psiquiatr. 2007;29(1):47-50. https://doi.org/10.1590/S1516-44462006005000015
https://doi.org/10.1590/S1516-4446200600...
). The instrument showed good psychometric properties for the Brazilian population, with temporal stability and adequate consistency(1616 Bandeira M, Calzavara MGP, Castro I. Estudo de validade da escala de sobrecarga de familiares cuidadores de pacientes psiquiátricos. J Bras Psiquiatr. 2008;57(2):98-104. https://doi.org/10.1590/S0047-2085200800020000313
https://doi.org/10.1590/S0047-2085200800...
,1818 Bandeira M, Calzavara MGP, Freitas LC, Barroso SM. Family Burden Interview Scale for relatives of psychiatric patients (FBIS-BR): reliability study of the Brazilian version. Rev Bras Psiquiatr. 2007;29(1):47-50. https://doi.org/10.1590/S1516-44462006005000015
https://doi.org/10.1590/S1516-4446200600...
).

To assess objective burden (subscales A, B and D), the following parameters were used: frequency of assistance and supervision of family members in the daily care of patients and frequency of changes in their life routine. Each item is assessed based on the number of times patients demanded care: 1 - not once; 2 - less than once a week; 3 - once or twice a week; 4 - three to six times a week; 5 - every day(1616 Bandeira M, Calzavara MGP, Castro I. Estudo de validade da escala de sobrecarga de familiares cuidadores de pacientes psiquiátricos. J Bras Psiquiatr. 2008;57(2):98-104. https://doi.org/10.1590/S0047-2085200800020000313
https://doi.org/10.1590/S0047-2085200800...
,1818 Bandeira M, Calzavara MGP, Freitas LC, Barroso SM. Family Burden Interview Scale for relatives of psychiatric patients (FBIS-BR): reliability study of the Brazilian version. Rev Bras Psiquiatr. 2007;29(1):47-50. https://doi.org/10.1590/S1516-44462006005000015
https://doi.org/10.1590/S1516-4446200600...
). With regard to subjective burden (subscales A, B, C and E), the following parameters were analyzed: concerns that family members have in relation to patients and level of discomfort caused by the role of caregivers. The responses used to assess relatives’ concerns were: 1 - never; 2 - rarely; 3 - sometimes; 4 - frequently; 5 - always or almost always. To check the level of discomfort by the role of caregivers, the frequency of the following responses was assessed: 1 - not at all; 2 - very little; 3 - a little; 4 - a lot(1616 Bandeira M, Calzavara MGP, Castro I. Estudo de validade da escala de sobrecarga de familiares cuidadores de pacientes psiquiátricos. J Bras Psiquiatr. 2008;57(2):98-104. https://doi.org/10.1590/S0047-2085200800020000313
https://doi.org/10.1590/S0047-2085200800...
,1818 Bandeira M, Calzavara MGP, Freitas LC, Barroso SM. Family Burden Interview Scale for relatives of psychiatric patients (FBIS-BR): reliability study of the Brazilian version. Rev Bras Psiquiatr. 2007;29(1):47-50. https://doi.org/10.1590/S1516-44462006005000015
https://doi.org/10.1590/S1516-4446200600...
). The global objective and subjective burden score was calculated from the means in each subscale related to the respective burden.

Data analysis, and statistics

The data were typed and stored in a Microsoft(®) Office Excel spreadsheet, version 2016.0, for Windows and exported to the SPSS program, version 18.0, for statistical analysis. Initially, a descriptive analysis was performed using absolute and relative frequencies. The numerical variables’ normality was tested using the Kolmogorov-Smirnov test. To check associations between sociodemographic variables and the care process, chi-square test or Fisher’s exact test were applied according to the observed and expected frequencies. Regarding the verification of the mean/median difference between FBIS - BR and Family Apgar Index scores between groups, t test for mean difference, Mann-Whitney U test, Median test and Kruskal-Wallis test were used. The significance level of 5.0% was adopted for analyzing the results.

RESULTS

Caregivers were, on average, 46.44 years of age (± 16.20), with a higher percentage in the age group from 25 to 59 years (adult) (n=40; 65.6%). The mean of years of study was 7.303 (± 4.817), and only 4.9% reported more than 15 years of study. As for sex, 52.7% (n=32) are women, 55.7% live with a partner (n=34), 50.8% receive family income of a minimum wage (R$998.00, about 181 US dollars) (n=31) and 70.5% live in their own property (n=43). Approximately 28.0% (n=17) reported being unemployed, 29.5% (n=18) were housewives and 19.7% (n=12) received retirement benefits. The mean of people living in the same house was 3.64. 49.1% (n=30) live with four to six people in the same residence. Caregivers’ most frequent kinship was sister (o) (n=21; 34.4%) and mother (n=19; 31.1%).

Regarding the data referring to the process of taking care of people with mental disorders, it was observed that 18.0% have been caregivers for less than a year, 34.43%, in the range of one to five years, 9.84%, from six to ten years, 9.84%, from 11 to 15 years, 14.75%, from 16 to 20 years and 13.11%, for more than 20 years. Over half of caregivers have some help to care for a sick family member (n=35; 57.4%), 62.3% received guidance on the pathology presented by users (n=38) and 67.2% reported satisfaction in caring (n=41). Only 6.6% (n=4) classified the relationship with patients as bad. It was observed that 47.5% (n=29) of users help with domestic activities and approximately 41.0% (n=25) receive retirement or benefits due to mental illness. Only 6.55% (n=4) exercise paid activity.

As for family caregivers’ health, all reported having some leisure activity. However, 49.2% have a health problem (n=30), of which 16.67% (n=5) do not undergo treatment for the respective problem. Furthermore, 41.0% (n=25) reported the presence of other people in the family with other illnesses or needs that demand their care and 26.2% (n=16) reported the presence of children living in the same house. The uncomfortable behaviors presented by patients and most reported by family members who stood out were agitation (n=27; 44.3%), nervousness attacks (n=25; 41.0%), soliloquy (n=22; 36.1 %), physical aggression (n=21; 34.4%), and threats/verbal aggression (n=20; 32.8%).

Concerning family functionality, 65.6% (n=40) have good family functionality, 9.8% (n=6), moderate and 24.6% (n=15), marked family dysfunction. The mean global family Apgar score was 6.79 (± 2.835), and this measure did not show adherence to the standard normal distribution (p <0.001 - Kolmogorov-Smirnov test). Thus, the median analyzes were carried out to verify whether the sociodemographic variables and the care process caused any change in this score (Table 2). Women with mental disorders had lower family Apgar scores in terms of median and average rank, compared to male patients. Decrease in this score was also evidenced in the presence of children in the same residence. The other sociodemographic variables, the care process and the burden did not cause changes in the median of this index.

Table 1
Difference in the mean of the family Apgar score according to variables in the care process, Vitoria de Santo Antão, Pernambuco, Brazil, 2019
Table 2
Degree of objective and subjective burden of family caregivers of people with mental disorders according to the Family Burden Interview Schedule (FBIS-BR) Scale, Vitoria de Santo Antão, Pernambuco, Brazil, 2019

Concerning caregiver objective burden, supervising the family member when taking medications was the activity that caused the greatest objective burden on caregivers. Comparatively, taking responsibility for patients’ purchases determined a lower level of objective burden felt by family members.

Regarding subjective burden, it was observed that most family caregivers did not feel high subjective burden when providing Assistance to patients in daily life (subscale A). On the other hand, there was a high degree of subjective burden in the supervision of troublesome behaviors (subscale B), in which dealing with such behaviors and night disturbance were the items with the highest burden in this subscale. The items concern for the future, finances and the health of people with mental disorders generated a high subjective burden on caregivers with regard to subscale E (Concern about patients). Furthermore, over half of family members showed a high subjective burden related to subscale C (Financial expenses). Further details are described in Table 2.

Regarding the global burden score (Table 3), it is observed that subscales A and E presented, respectively, a greater mean of objective and subjective burden among the other subscales.

Table 3
Distribution of the means of global objective and subjective burden scores and their respective subscales according to the Family Burden Interview Schedule (FBIS-BR) Scale, Vitória de Santo Antão, Pernambuco, Brazil, 2019

In terms of difference in mean and median of subjective burden scores and their respective subscales, as shown in Table 4, it was demonstrated that relationship difficulties between caregiver and patient, nervousness/tension of patients, physical aggression and agitation increased the global mean subjective burden. Regarding the differences in median burden, caregivers whose patients are women, with children in the same residence, with an unsatisfactory relationship with sick people, who need to deal with refusal of medication, nervousness/tension and poor hygiene of patients had higher average positions subscale A (Assistance to patients in daily life) in the subjective dimension. As for subscale E - subjective, physical aggression, agitation and nervousness/tension contributed significantly to the increase in the mean of this subscale. The other sociodemographic variables, the care process and family functionality did not cause changes of mean or median in caregiver subjective burden.

Table 4
Difference of mean and median of subjective burden scores and their respective subscales A and E between groups of sociodemographic variables and the care process, Vitória de Santo Antão, Pernambuco, Brazil, 2019

Among the variables related to the care process. the troublesome behaviors presented by patients caused changes in caregiver objective burden. Thus, threats/verbal aggression, nervousness/tension and soliloquy significantly increased the mean of subscale A - objective. For subscale B - objective, the presence of other sick people in the same residence that demand care, behavior of breaking objects, nervousness of patients and soliloquy increased the medians of that subscale and subscale D - objective. Sociodemographic variables and family functionality did not cause changes in mean or median in caregiver objective burden. Further details are contained in Table 5.

Table 5
Difference in mean and median of objective burden scores and their respective subscales B and D according to the troublesome behaviors presented by people with mental disorders, Vitória de Santo Antão, Pernambuco, Brazil, 2019

DISCUSSION

Care after psychiatric hospitalization or community-based treatment is. in most cases, taken on by women, who share this time with activities aimed at the care of their own children, husband and domestic activities(1919 Souza ALR, Guimarães RA, Araújo Vilela D, Assis RM, Oliveira LMDAC, Souza MR, et al. Factors associated with the burden of family caregivers of patients with mental disorders: a cross-sectional study. BMC Psychiatr. 2017;17(1):353. https://doi.org/10.1186/s12888-017-1501-1
https://doi.org/10.1186/s12888-017-1501-...
); this corroborates the findings of this study, in which female caregivers, married, unemployed, housewives, with low educational level prevailed who need to play the role of caregiver in addition to other activities of daily living, which reinforces the social construction of the female role exercising this function(2020 Loureiro LSN, Fernandes MGM. Profile of the family caregiver of dependent elderly in home living. Rev Pesq Cuid Fundam. 2015;7(5):145-54. https://doi.org/10.9789/2175-5361.2015.v7i5.145-154
https://doi.org/10.9789/2175-5361.2015.v...
). The historical process is determinant of this reality, since care is an activity related to women since the beginning. There is also the female vulnerability that, even in large families, care is still exercised by a single person, contributing to their burden, compromising self-care and increasing the risk of illness(55 Bezerra KMG, Leandro ACC, Brito MGJP, Oliveira SRPB, Silva TTM, Frazão IS. Repercussions of Mental Disorders in the family context. AJPRR [Internet]. 2020 [cited 2020 Aug 25];3(14). Available from: https://escipub.com/Articles/AJPRR/AJPRR-2020-02-0905.pdf
https://escipub.com/Articles/AJPRR/AJPRR...
,2121 Reis TL, Dahl CM, Barbosa SM, Teixeira MR, Delgado PGG. Burden and participation of family in the care of Psychosocial Care Centers users. Saúde Debate. 2016;40(109):70-85. https://doi.org/10.1590/0103-1104201610906
https://doi.org/10.1590/0103-11042016109...
-2222 Alves JFM, Almeida AL, Mata MAP, Pimentel MH. Problemas dos cuidadores de doentes com esquizofrenia: a sobrecarga familiar. Rev Port Enferm Saúde Mental. 2018;(19):8-16. https://doi.org/10.19131/rpesm.0197
https://doi.org/10.19131/rpesm.0197...
).

Regarding family functionality, it was found that more than half of caregivers had good family functionality. The satisfactory bond between family members and good family functionality improve care provision to sick people. Healthy emotional involvement among family members generates positive feelings and a better relationship, in addition to changing the sense of burden that the responsibility and obligation of care can entail. This satisfactory family relationship can help to reduce the burden levels, favoring the positive feeling in relation to the care provided to people in mental distress by their relatives(1414 Gomes MLP, Silva JCB, Batista EC. Escutando quem cuida: quando o cuidado afeta a saúde do cuidador em saúde mental. Rev Psicol Saúde. 2018;10(1):3-7. https://doi.org/10.20435/pssa.v10i1.530
https://doi.org/10.20435/pssa.v10i1.530...
). Furthermore, support for family members who exercise the role of caregiver and the division of responsibility for care improves quality of life, decreasing their chances of becoming ill and the mental burden associated with the role of caregivers(1414 Gomes MLP, Silva JCB, Batista EC. Escutando quem cuida: quando o cuidado afeta a saúde do cuidador em saúde mental. Rev Psicol Saúde. 2018;10(1):3-7. https://doi.org/10.20435/pssa.v10i1.530
https://doi.org/10.20435/pssa.v10i1.530...
).

Still on the family Apgar, women with mental disorders and the presence of children in the same household resulted in a lower score in this index, that is, less family functionality. Mental illness sometimes impairs self-care, attention to others, causing changes in the daily routine. Furthermore, the involvement of women with a mental disorder requires care shared by the whole family, which does not always occur, causing collective losses and family functioning(2323 Senicato C, Azevedo RCS, Barros MBA. Common mental disorders in adult women: identifying the most vulnerable segments. Ciênc Saúde Colet. 2018;23(8):2543-2554. https://doi.org/10.1590/1413-81232018238.13652016
https://doi.org/10.1590/1413-81232018238...
). Moreover, women play the role of mother, sometimes without adequate family and social support, which can contribute to woman caregiver burden and, consequently, problems in family functioning. Therefore, it is necessary for all family members to develop skills related to the assistance provided to people with mental disorders in daily activities and resocialization, especially in the presence of children who need concomitant care, since this role is not only for women(2121 Reis TL, Dahl CM, Barbosa SM, Teixeira MR, Delgado PGG. Burden and participation of family in the care of Psychosocial Care Centers users. Saúde Debate. 2016;40(109):70-85. https://doi.org/10.1590/0103-1104201610906
https://doi.org/10.1590/0103-11042016109...
).

Although this study did not show the relationship between family functionality and burden, authors state that some families have difficulties in meeting the care needs of one of their members due to several factors, among which the relational ones stand out. Taking on the role of caregiver causes changes, sometimes negative, in life projects, daily routine of families, compromises leisure, increasing the family’s responsibility for sick people, which can generate a feeling of burden to be carried and/or problems in family functioning. Living in a dysfunctional family can lead to mental suffering, isolation or worsening of the illness(2424 Ramos AC, Calais SL, Zotesso MC. Convivência do familiar cuidador junto a pessoa com transtorno mental. Contextos Clínic. 2019;12(1):282-302. https:// doi.org/10.4013/ctc.2019.121.12
https:// doi.org/10.4013/ctc.2019.121.12...
).

Specifically about the burden, taking responsibility for patients’ medication was the activity that caused the greatest objective burden. Troubled behaviors, tasks related to patient hygiene, night disturbance, concern about the future, finances and health of sick people were responsible for generating subjective high burden on caregivers. It is also noteworthy that the mean and median of the family burden score were substantially influenced by sick people’s troublesome behaviors.

A research of 82 caregivers of children or adolescents with mental disorders showed an objective high burden regarding assistance in activities of daily living, such as supervision of medication taking and high subjective burden regarding supervision of troublesome behaviors(2525 Buriola AA, Vicente JB, Zurita RCM, Marcon SS. Overload of caregivers of children or adolescents suffering from mental disorder in the city of Maringá, Paraná. Esc Anna Nery. 2016;20(2):344-51. https://doi.org/10.5935/1414-8145.20160047
https://doi.org/10.5935/1414-8145.201600...
). Another investigation with caregivers of family members with mental disorders at CAPS and a psychiatric hospital showed greater burden regarding Supervision of patients’ troublesome behaviors and the impact on daily routines, greater objective burden regarding Assistance to patients in daily life, which is uncomfortable when supervising troublesome behaviors and greater concern for the future(2626 Eloia SC, Oliveira EM, Lopes MVO, Parente JRF, Eloia SMC, Lima DS. Sobrecarga de cuidadores familiares de pessoas com transtornos mentais: análise dos serviços de saúde. Ciênc Saúde Colet. 2018;23(9):3001-11. https://doi.org/10.1590/1413-81232018239.18252016
https://doi.org/10.1590/1413-81232018239...
). For some authors, excess of concern and overprotection in the care process interferes with privacy and compromises the subject’s autonomy, in addition to promoting subjective high burden related to the feeling of concern of relatives with their relatives under treatment(2727 Bellini LC, Paiano M, Giacon BCC, Marcon SS. Psychiatric emergency hospitalization-meanings, feelings, perceptions and the family expectation. Rev Pesqui: Cuid Fundam. 2019;11(esp):383-9. https://doi.org/10.9789/2175-531.2019.v11i2.383-389
https://doi.org/10.9789/2175-531.2019.v1...
).

Non-adherence to pharmacological treatment favors the aggravation of signs and symptoms of mental disorder, increases the risk of frequent hospitalizations and suicide of people with mental disorders. Thus, such problems can cause greater burden for caregivers for requiring greater monitoring of medication use, even in users who accept the medication(2828 Borba LO, Maftum MA, Vayego SA, Mantovani MF, Felix JVC, Kalinke LP. Adherence of mental therapy for mental disorder patients to drug health treatment. Rev Esc Enferm USP. 2018;52:e03341. https://doi.org/10.1590/s1980-220x2017006603341
https://doi.org/10.1590/s1980-220x201700...
). The presence of positive, negative and/or cognitive symptoms tends to increase the burden of caregivers who expend more energy to compensate and/or understand the reasons for troublesome behaviors than in overcoming them or the symptoms presented by the person with mental disorder(2929 Mantovani LM, Ferretjans R, Marçal IM, Oliveira AM, Guimarães FC, Salgado JV. Family burden in schizophrenia: the influence of age of onset and negative symptoms. Trends Psychiatr Psychother. 2016;38(2):96-9. https://doi.org/10.1590/2237-6089-2015-0082
https://doi.org/10.1590/2237-6089-2015-0...
). Additionally, it should be noted that sleep disorders, found in this study, also have a substantially negative impact on the functioning and well-being of users and caregivers(3030 Faulkner S, Bee P. Perspectives on sleep, sleep problems, and their treatment, in people with serious mental illnesses: a systematic review. PloS One. 2016;11(9):e0163486. https://doi.org/10.1371/journal.pone.0163486
https://doi.org/10.1371/journal.pone.016...
). Insomnia specifically contributes significantly to the worsening of delirium and hallucinations in people with schizophrenia(3131 Sheaves B, Bebbington PE, Goodwin GM, Harrison PJ, Espie CA, Foster RG, et al. Insomnia and hallucinations in the general population: findings from the 2000 and 2007 British Psychiatric Morbidity surveys. Psychiatry Res. 2016;241:141-6. https://doi.org/10.1016/j.psychres.2016.03.055
https://doi.org/10.1016/j.psychres.2016....

32 Reeve S, Nickless A, Sheaves B, Freeman D. Insomnia, negative affect, and psychotic experiences: modelling pathways over time in a clinical observational study. Psychiatr Res. 2018;269:673-80. https://doi.org/10.1016/j.psychres.2018.08.090
https://doi.org/10.1016/j.psychres.2018....
-3333 Kasanova Z, Hajdúk M, Thewissen V, Myin-Germeys I. Temporal associations between sleep quality and paranoia across the paranoia continuum: an experience sampling study. J Abnorm Psychol. 2019;129(1):122-30. https://doi.org/10.1037/abn0000453
https://doi.org/10.1037/abn0000453...
), increases the chance of recurrence of depression(3434 Schennach R, Feige B, Riemann D, Heuser J, Voderholzer U. Pre-to post-inpatient treatment of subjective sleep quality in 5,481 patients with mental disorders: a longitudinal analysis. J Sleep Res. 2019;28(4):e12842. https://doi.org/10.1111/jsr.12842
https://doi.org/10.1111/jsr.12842...
), suicidal ideation and attempted suicide(3535 Perlis ML, Grandner MA, Chakravorty S, Bernert RA, Brown GK, Thase ME. Suicide and sleep: is it a bad thing to be awake when reason sleeps? Sleep Med Rev. 2016;29:101-7. https://doi.org/10.1016/j.smrv.2015.10.003
https://doi.org/10.1016/j.smrv.2015.10.0...
). In the caregiver context, burden, stress and vulnerability to chronic diseases are accentuated(3636 McCurry SM, Song Y, Martin JL. Sleep in caregivers: what we know and what we need to learn. Curr Op Psychiatr. 2015;28(6):497-503. https://doi.org/10.1097/YCO.0000000000000205
https://doi.org/10.1097/YCO.000000000000...

37 Byun E, Lerdal A, Gay CL, Lee KA. How adult caregiving impacts sleep: a systematic review. Curr Sleep Med Rep. 2016;2(4):191-205. https://doi.org/10.1007/s40675-016-0058-8
https://doi.org/10.1007/s40675-016-0058-...
-3838 Peng HL, Lorenz RA, Chang YP. Factors associated with sleep in family caregivers of individuals with dementia. Perspect Psychiatric Care. 2018;55(1):95-102. https://doi.org/10.1111/ppc.12307
https://doi.org/10.1111/ppc.12307...
).

Authors state that insomnia can be a causal factor of mental illness or a symptom of illness installed. Thus, they recommend early assessment of sleep disorders in people with mental disorders, whose treatment can have a positive impact on the prognosis of other mental health problems(3939 Freeman D, Sheaves B, Waite F, Harvey AG, Harrison PJ. Sleep disturbance and psychiatric disorders. Lancet Psychiatr. 2020;7(7):628-37. https://doi.org/10.1016/S2215-0366(20)30136-X
https://doi.org/10.1016/S2215-0366(20)30...
) and, therefore, improve caregivers’ experiences in the process of caring for people with mental disorder(3636 McCurry SM, Song Y, Martin JL. Sleep in caregivers: what we know and what we need to learn. Curr Op Psychiatr. 2015;28(6):497-503. https://doi.org/10.1097/YCO.0000000000000205
https://doi.org/10.1097/YCO.000000000000...
-3737 Byun E, Lerdal A, Gay CL, Lee KA. How adult caregiving impacts sleep: a systematic review. Curr Sleep Med Rep. 2016;2(4):191-205. https://doi.org/10.1007/s40675-016-0058-8
https://doi.org/10.1007/s40675-016-0058-...
). In this sense, nurses, through health education strategies, can guide family members about the changes present in people with mental disorders, jointly develop interventions to prevent worsening of the condition and promote mental health. Thus, it is possible to help family members to deal with these behaviors presented by users, reduce the burden and improve caregivers’ well-being(4040 Arantes DJ, Picasso R, Silva EA. Grupos psicoeducativos com familiares dos usuários de um Centro de Atenção Psicossocial. Pesqui Prát Psicossoc [Internet]. 2019 [cited 2020 Aug 25];14(2):1-15. Available from: http://pepsic.bvsalud.org/pdf/ppp/v14n2/06.pdf
http://pepsic.bvsalud.org/pdf/ppp/v14n2/...
).

Study limitations

The limitations include a small sample size, selection of participants in a non-probabilistic manner and execution of the study at only one CAPS. Thus, it is suggested to carry out similar research with larger samples of users and family members of other CAPS in order to avoid possible biases.

Contributions to nursing, health, and public policy

The changes in the mental health nurses’ work process, after BPR, aim at a professional who not only promotes the repetition of techniques, but has a holistic view that considers the individuality of the human being, interpersonal relationships and living with the family, with a view to self-care and subject empowerment. The study provides evidence on factors that led to changes in family Apgar scores and burden such as: women with mental disorders and the presence of children in the same household (family Apgar); relationship difficulties between caregiver/patient; behaviors presented by the person with mental disorder (burden) that may subsidize nursing interventions to assist family members in the process of caring for people with mental disorder.

CONCLUSION

Regarding family functionality, over half of caregivers had good family functionality. Women with mental disorders and the presence of children at home caused statistically significant changes in the median of the family Apgar score. No relationship was found between family functionality and caregiver burden.

Regarding the global score of objective and subjective burden, subscales A and E presented, respectively, a greater mean of objective and subjective burden. In terms of difference in mean, it was demonstrated that difficulty in the relationship between caregiver and patient, nervousness/tension of patients, physical aggression and agitation increased the global mean of subjective burden. The troublesome behaviors presented by patients, such as physical aggression, threats/verbal aggression, refusing medication and lack of hygiene, significantly increased the mean of subscale A - objective and E - subjective, in addition to increasing dissatisfaction with caring for people with mental disorders. Furthermore, it was evidenced that family members who care for women with mental disorders, children in the same residence, unsatisfactory relationship with sick people who need to deal with refusal of medication, nervousness/tension and poor hygiene of patients presented greater subjective burden related to Assistance to patients in daily life (subscale A).

It is recommended that family members responsible for caring for people with mental disorders receive differentiated attention by mental health services, especially nurses, in order to support them in their demands through qualified listening and mediation of family conflicts, aiming at a better distribution of domestic chores and reducing their burden through the co-responsibility of other family members for caring for sick people.

  • FUNDING

    The research was funded by the Coordination for the Improvement of Higher Education Personnel (CAPES - Coordenação de Aperfeiçoamento de Pessoal de Nível Superior).

SUPPEMENTARY MATERIAL

This article originates from the master’s thesis entitled “Funcionalidade familiar e sobrecarga de familiares cuidadores de pessoas com transtorno mental”, available from: https://repositorio.ufpe.br/bitstream/123456789/38292/1/DISSERTA%C3%87%C3%83O%20Jaciquely%20Jos%C3%A9%20da%20Costa%20Andrade.pdf

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Edited by

EDITOR IN CHIEF: Antonio José de Almeida Filho
ASSOCIATE EDITOR: Fátima Helena Espírito Santo

Publication Dates

  • Publication in this collection
    30 Aug 2021
  • Date of issue
    2021

History

  • Received
    27 Oct 2020
  • Accepted
    08 Jan 2021
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