Abstract
Palliative care plays a vital role in supporting individuals with terminal illnesses, yet its integration and acceptance in Indian society confront significant challenges. This is despite the fact that 5.4 million people in India require palliative care annually, and <2% receive the same. Understanding the palliative care journey from the caregivers’ perspective is particularly important in the Indian context, as caregivers play a central role from diagnosis to end-of-life care and beyond. This study explores the impact of caregiving on family members of terminally ill patients in India, examining the physical, emotional, psychological, and social challenges they encounter. It unfolds the coping mechanisms and the resilience they develop throughout their caregiving journey while providing insight into their experiences, perceptions, and the complexities of their decision to choose palliative care. The study utilizes a focused ethnographic approach, collecting data from the caregivers of an older gentleman who was diagnosed with terminal alveolar cancer and metastasis along with multimorbidity through three unstructured interviews at different periods of the illness trajectory, coupled with participant observation and field notes. While highlighting caregivers' various stressors, the findings indicate that access to palliative care led to benefits such as alleviating physical burden, professional support, social inclusion, and preparation for loss. However, societal reluctance and stigma toward palliative care were evident, with family caregivers feeling inadequate or a sense of failing their duties by placing their loved one in a palliative care center. Destigmatizing palliative care can foster a more supportive and understanding environment for patients and caregivers. These findings offer insights into the complexities of the caregiving process and can potentially inform future broader investigations in the region.
Plain language summary
This research aims to explore the experiences and perspectives of family caregivers in India who are caring for a loved one with a terminal illness. The challenges caregivers face are captured as they navigate the transitions in care, especially when deciding between curative treatments and palliative care (PC). The study seeks to understand the factors influencing caregivers’ choices, the stress they endure throughout the illness, and the coping mechanisms they use. The demand for palliative care has increased globally, especially in low- and middle-income countries, due to aging populations and rising disease burdens, with COVID-19 worsening this need. Despite being a human right, palliative care remains a significant unmet need worldwide, with research showing benefits when provided early in life-limiting illnesses. An ethnographic approach was used to understand caregivers’ lived experiences in their specific cultural and social context. Interviews, observations, and document analysis helped capture the complexities of caregiving. The key participants were caregivers of Mr. Ben (pseudonym), who had a terminal illness. Mr. Ben, a 78-year-old man with a history of stroke and chronic kidney disease, was diagnosed with terminal cancer. His wife was the primary caregiver, supported by their daughter, a professional. Both caregivers were involved in community and religious activities. The caregivers of individuals with terminal illnesses in India face intense emotional, physical, and practical challenges throughout the illness journey. Access to palliative care significantly alleviates physical, emotional, and psychological burdens on caregivers. However, societal reluctance and stigma hinder its wider adoption and acceptance. This work is a valuable resource for healthcare providers, policymakers, and social workers working to improve end-of-life care.
Introduction
The global demand for palliative care (PC) is exponentially increasing due to an aging population, rising non-communicable diseases, and the impact of COVID-19. Each year, around 56.8 million people need PC, with 78% living in low- and middle-income countries. 1 In India, where an estimated 5.4 million people require PC <2% receive it annually, placing the country 67th out of 80 on the Quality of Death Index. 2 The approach to PC is evolving, shifting from end-of-life care to being integrated from the point of diagnosis of a life-limiting illness. 3 People with life-limiting illnesses often overestimate treatment benefits due to misinformation or misunderstanding of the likely outcomes of aggressive curative care. 4 From recent death and dying discourses, dying is often prolonged, and death comes later for many. 5 PC encompasses a philosophy of care and a system for delivering highly structured and organized care to patients with life-limiting illnesses, improving human dignity, better self-care, coping skills, and quality of life for patients and their families from diagnosis until death and bereavement. 6 Family caregivers often perform practical tasks, provide emotional support, relieve pain and other symptoms, and communicate with health services. They usually prioritize the patient’s needs and well-being over their own. 7 In addition to managing the patient’s worsening physical dysfunction 8 and mounting psychological distress, family caregivers of patients with advanced cancer also deal with feelings of loss of control and anticipatory grief, which can exacerbate caregiver burden. 9 Those with life-limiting diseases and their families are vulnerable to detrimental financial, social, and emotional outcomes, as family caregivers may exhibit various coping mechanisms and behaviors that may also impact patient well-being and family dynamics. 10 This offers a critical opportunity to consider the role and input of family caregivers as a cornerstone of PC.
In India, caregivers have a central role across the care continuum, as caregiving is an expected duty here. 11 Families are deeply involved in determining the course of treatment, including decisions about curative versus PC. 12 Family members often end up providing informal care to patients due to various reasons like cultural norms, limited availability of professional care, or not having enough funds. 13 Given the collectivist nature of Indian society, supportive tasks such as emotional support, daily care, following treatment plans, and assisting with medical decisions are shouldered by caregivers with personal challenges and costs. 14 While the role of caregivers is socially and culturally embedded, it is not legally defined. In many cases, family members, rather than patients, make critical treatment decisions, particularly when the patient is perceived as vulnerable or unable to handle distressing information. 15 Physicians frequently seek family consent before treatment, reinforcing the family’s authority in medical decision-making. However, this practice raises ethical considerations regarding patient autonomy and informed consent, as patients may not always be fully informed about their diagnosis or prognosis. 11
Research has proven that chronic stress from caring for a terminally ill patient can lead to heightened inflammation and health issues like immune dysfunction, high blood pressure, and heart disease. 16 The perspectives of caregivers during terminal illness and their experiences with the transition to PC remain underexplored in the Indian context. In this study, caregiver perspectives refer to those family members’ experiences, challenges, and emotional journeys as primary caregivers providing care to individuals with terminal illnesses. This incorporates the entire process from the diagnosis and progression of the disease to the patient’s death and subsequent bereavement. Caregiver perspectives highlight the complex dimensions of this journey, including the grieving process, as they encounter both the loss of their loved one and their life transitions without their caregiving role.
As a nurse researcher working in the field of PC, I was particularly interested in the human response to terminal illness and their experience in choosing PC over curative therapies in a society that is not so PC-affluent. The focused ethnographic approach 17 utilized in the study is detailed here so that the readers can transparently examine the study procedure and the study’s rigor.
Objectives
To examine the physical, emotional, psychological, and social impacts of caregiving on family members of terminally ill patients in India.
To identify the key stressors family caregivers face and the coping mechanisms they employ throughout the caregiving journey.
To explore the factors influencing family caregivers’ decisions to choose PC over curative treatment and to understand their perceptions and experiences of this decision-making process.
Methodology
This is a case report enriched through a focused ethnographic approach 18 that explores and describes the experience of caregivers during the PC journey of a patient, from the diagnosis of a life-limiting illness to death and bereavement. A comprehensive study of an individual or case may produce rich data establishing precedents in clinical literature. 19 It may unveil potentially important, previously unnoticed phenomena that contribute immensely to the discipline’s body of knowledge. 20 The reporting of this study conforms to the CARE (CAse REport) checklist provided as supplemental material. A focused ethnography was chosen, as it is particularly effective in understanding individuals’ lived experiences and perspectives within specific cultural and social contexts. 21 This allows for examining a single issue or subject over a brief period with an eye on data collection by carefully choosing participants aware of the topic under study. 22 Mr. Ben’s (pseudonym) caregivers were purposefully/opportunistically 23 selected for the study. The researcher did not have a pre-existing personal relationship with the participants; however, a rapport was established through a broader project based on shared interests in the subject matter. The caregivers actively contributed their insights and experiences, expressing a keen interest in future collaborations with the researcher regarding various aspects of the disease and caregiving process. This openness and willingness to engage further led to their recruitment. Beyond their caregiving roles, the spouse volunteers at a PC center near their home, and the daughter is involved in community-based social service initiatives. The daughter resides separately with her family but maintains close involvement by visiting every other day. This regular presence ensures her active participation in caregiving despite not living in the same household.
In ethnography, researchers observe people’s daily lives, listen to their conversations, engage in formal and informal inquiries with individuals, and gather relevant documents. 17 Reflexivity was addressed through a triangulation inquiry, aiming to critically reflect on the researcher’s role and the influence of others in shaping the knowledge produced. 24 The core questions the researcher (first author) asked herself were:
How has the first author influenced what was learned?
How do the participants perceive themselves in the study?
How might the study context have influenced what the first author learned?
The researchers’ assumptions about caregiving and emotional reactions may have shaped the focus of the interviews, observation, and steered the analysis, potentially overshadowing personal and cultural dimensions. Thus, the researcher reflected on whether her expectations had shaped the data collection process or whether the caregivers’ lived realities had truly been captured. A strong researcher–participant relationship based on perceived expectations or trust was key to disclosures, especially on sensitive topics like emotional strain. Characteristics such as age, gender, and cultural background shaped how they engaged with the researcher and influenced the data collected.
India’s cultural and social context, including norms around family caregiving and stigma around terminal illness 25 shapes caregivers’ perceptions and engagement with PC. The healthcare system’s challenges, including limited access, regional disparities, and a shortage of trained professionals, compound caregivers’ struggles to find adequate care. 26 Additionally, political and economic factors, such as government funding, private healthcare availability, and the financial burden on families, further impact caregivers’ experiences. 2 These contextual factors are crucial to understanding the family caregivers’ challenges and would likely differ if the study were conducted in a more developed healthcare setting.
Case description
Mr. Ben is a 78-year-old active retired military service gentleman. He had a cerebrovascular accident (CVA) in the year 2017, diabetes, and hypertension for more than 20 years, and has been on conservative management for chronic kidney disease for the past 5 years. The CVA had left him with a right-sided weakness. He could do his daily activities with minimal assistance, mostly confined to his house. In November 2023, he presented with a submandibular node that was tender and growing to a general surgeon at a tertiary center. Investigations revealed carcinoma of the left upper alveolus with level 1b metastasis. The family then consulted with medical and surgical oncologists, who discussed active cancer treatment modalities. His wife is the primary caregiver, 78 years old, a retired employee, and his daughter is a professional. Both are involved in their community’s social and religious activities and are highly family-bound, like most people in the region.
Data collection
Data collection happened in different settings during the transitions between tertiary centers, hospice, and home care environments. To immerse oneself in the social context of the participants, interviews and informal interactions, including telephone conversations, visits, and access to medical records, were used, which facilitated appropriate interpretations of the topic in real-time 22 concurrently and sequentially. 27 Written informed consent was obtained from both the caregivers for the study. Open-ended questions were asked, and the conversation was audio-recorded. Health records and participant observations with field notes supplemented the data. The first author anchored her position as a researcher by observing the situation, asking the participants what was happening, and interpreting the perspectives, thereby closing the ethnographic picture.
Interview
Three unstructured interviews with open-ended questions that were audio-recorded explored the PC journey. Unstructured interviews have no established question or answer categories; instead, they focus on social interaction between the researcher and the participants. 28 “Punch (1998) described unstructured interviews as a way to understand the complex behavior of people without imposing any a priori categorization, which might limit the field of inquiry.” 9 (p.1) The interview questions were not predetermined but spontaneously generated 28 based on the participants’ narrations during the conversations. This approach allowed the researcher to keep the study’s purpose 29 in mind to explore the viewpoints pertinent to the issues she was interested in. While the broad focus of the interviews remained on the caregiving journey, the specific focus was on (1) the initial diagnosis and early caregiving experiences, (2) challenges, decision-making, and adaptations during the transition from curative to PC, and (3) reflections on caregiving during bereavement. The questions evolved in response to participants’ accounts, allowing for a deeper exploration of their lived experiences and perspectives. A series of interviews, each lasting 30–40 min, was conducted at a convenient time and location for the participants. The first interview was with the daughter at the café (a secluded area with privacy) while Mr. Ben was receiving care at the acute care hospital. The second was with both wife and daughter at his daughter’s home during his stay at the PC center, and the third was with the wife at Mr. Ben’s home during the bereavement period. Personal encounters for observation were also conducted with the caregivers at different time points.
Participant observation and field notes
Ethnographers study people’s daily lives using an emic (inside) and etic (outside) approach to describe communities and cultures. 30 Participant observation allows the researcher to understand how people interrelate, identify cultural priorities and values, and build rapport with informants, thereby facilitating deeper insight and more effective research. 31 Coupled with field notes, participant observation is considered a reliable mode of expressing findings and is also highly credible as a supplementary data source. 30
Field notes include facts such as the physical setting, the people involved, and a complete description of the activities witnessed. 24 At the same time, field notes also provide the outsider/researcher’s perspectives and reflections. 23 The researcher’s observations and reflections were separately recorded. In this study, these findings only supplemented the interview data with a better understanding of the situations and concepts.
The theoretical framework
The illness Trajectory Model by Strauss and Corbin (1992) developed as a grounded theory through extensive research on dying 32 can reveal the dynamic perspectives of caregivers as they manage the illness of their loved one. 33 The model underpins the fact that chronic illness has a trajectory and can be controlled through distinct sub-phases. 34 In this study, the application of this model is limited to the course of illness as perceived by Mr. Ben’s caregivers. The framework consists of eight stages describing the complex, non-linear nature of living with chronic illness and the changes in both health and quality of life over time. 35 The illness trajectory of the study is explained in Table 1.
Application of the illness trajectory framework to Mr. Ben’s case study.
PC: palliative care; PCP: palliative care physician.
Qualitative analytic procedure
The audio-recorded qualitative data were transcribed and read repeatedly to ensure familiarization. Line-by-line coding using an inductive approach was done using Open Code software 4.0. Themes were identified and rechecked with the codes and verbatim for coherence. Member checking was done by taking the coded data back to the participants to ensure that the data was an accurate representation of their perception.24,36 This process helped to enhance rigor in the qualitative data. 37 A second reviewer independently reviewed, validated, and revised themes. Consensus was generated by mutual discussions on the biases, considering the frequency of occurrence in the transcripts and the interpretation, bringing in the investigator’s triangulation. 24 The themes were then finalized and defined, followed by the generation of the report.
Results
Using a thematic analysis approach,
38
several significant themes surfaced that shed light on their physical, psychological, social, and emotional journey. These revelations offer a clear picture of caregivers’ difficulties and resiliencies at this stage of life. The data were collated and analyzed to develop collective themes and insights into the entire PC journey, represented in Table 2. The verbatim quotes by the wife (denoted as
Themes and insights from qualitative data.
The perspectives and experiences of a caregiver, as depicted in Figure 1, take off with an emotional whirlwind when the caregiver first learns about the illness. This unanticipated health status causes confusion and disbelief. Emotional distress, hospitalizations, and complex treatment decisions mark the acute phase. The caregivers were overwhelmed by the complexity of the illness, medical options, and the uncertainty surrounding both. The crisis phase shows intense emotional strain and decision-making under pressure, mounting the caregiver with physical, emotional, and practical burdens with little or no relief, showing a steep downward curve.

Thematic representation of the caregivers’ PC journey.
A relatively more manageable caregiving experience follows this. In the stable phase, some emotional relief, empowerment, and stress reduction are noted among the caregivers. It is worth noticing that they feel fulfilled despite the tedious journey. Continuing this phase, the caregivers experience new challenges due to changing physical status. In their pursuit to cling on, they succumb to strategies to overcome their fatigue in this downward phase. The dying phase is where the caregiver is focused on providing comfort, maintaining dignity, and accepting the impending death of the loved one. In this phase, the transition to the hospice has been made. The caregivers encountered heightened emotional distress and decisions over treatment options on one side and overcoming the stigma associated with PC on the other side. It is worth noting that a certain amount of emotional distress, self-neglect, and efforts to fulfill societal norms are reflected throughout the PC journey.
Discussion
Implications for clinical care
Caregivers’ perspectives are mostly unnoticed or taken for granted and are an understudied topic in PC. Family caregivers in PC services are the support providers within the patient-family caregiver relationship. 39 Caregivers experience turbulence from the time of diagnosis, during the process of caregiving, and toward the end of life and the bereavement period. 40 In this study context, the caregivers manifested a broad spectrum of support for Mr. Ben, as evidenced in the thematic analysis. Their journey involves varying degrees of stress 41 and adaptation. The illness trajectory framework in this study showcases the transition of caregiving phases. The dynamic nature of the disease trajectory presents varying caregiving demands underpinned by the theory. 32 There is a significant physical and emotional strain on the primary caregiver, as confirmed by previous research. 42 Even though the road to PC was their personal choice in this study, the family could reap the benefits of PC after accepting the disease condition and probable prognosis. 43
Unseen emotional and physical burdens
The emotional experience of the caregivers begins with shock and disbelief and evolves at every phase of the journey. This echoes the broader literature on the emotional impact of caregiving upon initial diagnosis of the life-limiting illness and associated uncertainties. 44 The acute phase marked the beginning of a physical toll along with emotional exhaustion on the caregivers as they managed the demands of frequent hospitalization and crucial decision-making. The crisis phase intensifies the turmoil with the increasing complexity of the medical condition and treatment options. Here, they had to think critically and execute strategies to overcome the practical burdens of caregiving. Family caregivers exhibit extensive physical and emotional challenges while caring for their loved ones. 7 The stable phase brings about a notable change in the trajectory, with a feeling of relief and empowerment in handling the situation. These results are consistent with earlier studies showing that caregivers gradually build resilience and coping skills that lessen the severity of the caring experience. 45 However, given the nature of the disease, this phase was short-lived, and they were pushed into the prodigious path of worsening disease with substantial limitations on their everyday life.
The downward phase takes over with a transition through an unstable bit, reflecting the caregiver’s strain over the decline of their loved one’s health condition. There is consistent evidence that the continuing nature of caregiver experience leads to burnout, with caregivers struggling to meet the emotional and physical demands of the role. 46 The dying phase is the most emotionally intense segment in the trajectory, where the eventual acceptance has set in, with a focus on providing comfort, maintaining dignity, and preparing for the inevitable death of their loved one. Furthermore, the stigma surrounding PC pressurized caregivers to prioritize the needs of their loved ones to the detriment of their own physical and mental well-being.
Social and cultural implications
There are social and cultural dimensions of caregiving, particularly societal expectations, that shape caregivers’ choices, responses, and coping strategies. The caregivers view the existing cultural framework demanding caregiving as a duty, commitment, and moral obligation. They had to manage expectations, often at the expense of their well-being, and were torn between fulfilling their societal roles and their own needs, resulting in self-neglect, especially the primary caregiver (spouse) in this study. The societal norms exacerbate emotions of guilt and responsibility, evident in the crisis and dying stages, as verbalized by the primary caregiver, who was quite mindful of the transition to PC. Studies ascertain that societal perceptions influence self-perception and caregiving decisions, and in certain cultures, handing over the care of your loved one to professionals may be looked down upon as an act of neglect. 47 Studies have emphasized the need for social support as a means of reducing emotional impact and alleviating their burdens. 48 In this study, the support from the PC center and the familial support helped the primary caregiver balance caregiving and her own needs to some extent. Caregivers expressed gratitude during the bereavement by holding a thanksgiving service in the PC center. The wife even verbalized the idea of becoming a PC volunteer. Expressing gratitude 10 is a form of emotion caregivers manifest when they adopt PC. 43
Limitations
Reliance on unstructured interviews of a single case has inherently limited the generalizability of the findings. The experiences presented are unique to the participants and may not be representative of other family caregivers in PC with different diagnoses, backgrounds, and cultural contexts. The subjective nature of individual perspectives and data collection at varying illness stages may have introduced biases and led to the omission of significant areas. Although the findings provide some insight, a more detailed investigation is needed to fully understand the factors and dynamics influencing their decision-making processes in transitions to PC. Future research could further explore this aspect to provide a more comprehensive understanding.
Strengths
The study explores the dimensions of family caregivers’ perspectives and engagement with PC beyond surface-level aspects. This in-depth approach unveils the iceberg phenomenon of caregivers’ experiences and perspectives throughout the terminal illness trajectory, revealing dimensions other methodologies could potentially overlook.
Conclusion
The highlight of the study is its real-life context where PC is not so affluent. It highlights the importance of integrating PC early in treatment for patients with complex conditions. Mr. Ben lived for over 13 months after diagnosis without aggressive therapy, emphasizing the need for holistic, accessible care through end-of-life. His case illustrates how palliative interventions support patients and families, emphasizing autonomy and quality of life. The family’s experiences reflect everyday struggles in terminal illness, making this a valuable example of patient-family-centered care. Cultural sensitivities in PC also emerged, calling for a shift in societal perceptions. Future research could explore PC across conditions, caregiving roles, and quality of life outcomes. It is an eye-opener to integrate PC in acute settings and facilitate the smooth transition of patients when required, where patients, significant others, and healthcare providers would benefit.
Supplemental Material
sj-pdf-1-pcr-10.1177_26323524251355286 – Supplemental material for Experiences and perspectives by family caregivers on a palliative care journey: A case report from India
Supplemental material, sj-pdf-1-pcr-10.1177_26323524251355286 for Experiences and perspectives by family caregivers on a palliative care journey: A case report from India by Soumya Liz Jacob, Malathi G. Nayak, Linu Sara George, Leah Macaden and Prathibha Lydia Braggs in Palliative Care and Social Practice
Footnotes
Acknowledgements
The authors acknowledge their sincere gratitude to the caregivers who generously shared their time, emotion, and experiences during such a profoundly personal journey. I also thank my academic peers who supported this research.
Ethical considerations
The participants were recruited for the study after the ethics approval from the institutional committee KMC-IEC1:59/2023.
Consent to participate
Written informed consent for participation and audio recording was secured from the participants (spouse and daughter) before the interview, and confidentiality was maintained throughout.
Consent for publication
Written informed consent for data publication was obtained from the participants before inclusion in this study. However, the presented data are fully anonymized to maintain the confidentiality of information.
Author contributions
Funding
The author(s) received no financial support for the research, authorship, and/or publication of this article.
Declaration of conflicting interests
The author(s) declared no potential conflicts of interest with respect to the research, authorship, and/or publication of this article.
Data availability statement
Due to ethical and privacy concerns, the data supporting the study’s conclusions are not publicly accessible. Information within limits can be provided upon reasonable request.
Supplemental material
Supplemental material for this article is available online.
References
Supplementary Material
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