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A Transtheoretical Evolution of Caring

Science within Complex Systems


Marilyn A. Ray, RN, PhD, CTN-A
Florida Atlantic University

Marian C. Turkel, RN, PhD, NEA-BC


Einstein Healthcare Network

abstract theory of bureaucratic caring. These theories


this article illustrates the transtheoretical evolution of caring science within complex and others that emerged continually inform
systems from the discovery of the theory of bureaucratic caring, in 1981, to the the practice of caring in professional nursing
emergence of the metatheory relational caring complexity in 2011. the theory of to promote healing and harmony of body,
bureaucratic caring, derived from research, is the sentinel grounded theory in the area mind, and spirit and strengthen the work life
of caring and economics, and complex healthcare systems in general. Its tenets remain of nurses.
applicable to contemporary nursing practice. other grounded theories advanced from The purpose of this paper is to illuminate
the original theory, including struggling to find a balance, the paradox between caring the evolution of caring science within
and economics, relational complexity, and relational self-organization in workforce complex healthcare systems, principally
redevelopment, as well as professional and patient relational caring questionnaires are hospitals. The paper will highlight the
presented and discussed. transtheoretical evolution of a specific
caring theory followed by subsequent
Key Words: Theory of bureaucratic caring, “living organism.” Everything in the theories within organizational caring
caring, economics, losing trust, relational universe is interconnected and relational. science. Transtheorizing in this presentation
caring complexity, struggling to find a These networks of relationship, or patterns, reflects the relevance of theory to practice
balance, professional and patient relational of energy and relational self-organizing and practice to theory through caring
caring questionnaires phenomena show that the slightest change in research in practice. The transtheoretical
the properties of the components or in their evolution begins first with Ray’s theory of
Introduction rules of interaction can produce quite bureaucratic caring (the integration of
Caring science focuses on the study of unpredicted behavior, known as the humanistic spiritual-ethical caring and
the dynamic relationship of caring (loving emergent properties of complex systems organizational foci—the political, legal,
kindness) and healing within complex (Goodwin, 2003; Peat, 2002; Ray & Turkel, technological, and economic systems),
physical, ecological, sociocultural, and 2011; Tudge, 2003). Given the advancement second with Turkel’s, struggling to find a
organizational environments (Davidson, of the state of nursing as a relational caring balance: The paradox between caring and
Ray, & Turkel, 2011; Ray, 2010a, b, c). science and art within the integral human- economics (the study of caring within an
Emerging within this complex integral environment relationship, the union of economic context), third with relational
human-environment relationship is ethical, nursing and complexity science is a natural complexity: Cocreating the future (the
spiritual, and societal understanding. combination (Davidson, Ray, & Turkel, evolution and cocreative process of the self-
Modern science began with Einstein’s 2011; Newman, Smith, Dexheimer-Pharris, organizing patterns of the nurse, patient, and
discovery of the theory of relativity, & Jones, 1978; Rogers, 1970). Together administrator), and finally with the
followed by quantum mechanics, which they are the science of quality—a symphony emergence of relational self-organization in
sought the unity of mind and matter of mutual continuous change and workplace redevelopment (ethical choice-
revealing a physical reality that is holistic. transformation first established within making within the challenges of
Transformed in the 1970s by the “science of Rogers’ (1970) (Madrid & Barrett, 1994) organizational complexity and nursing
change” or the realization of deterministic conceptual system of the science of unitary practice issues) (Coffman, 2010; Davidson,
chaos (the discovery of order in a chaotic human beings. Watson’s (1979, 1985, 2008) Ray, & Turkel, 2011; Ray, 1981, 1984,
world) and self-organizing behavior, transpersonal caring theory, Leininger’s 1989, 1998, 2001, 2010a, b, c; Ray &
complexity theory emerged and was firmly (1991) (Leininger & McFarland, 2006) Turkel, 2004, 2011; Ray, Turkel, & Marino,
established in the 1980s and 1990s. theory of culture care diversity and 2002; Turkel, 1997, 2001, 2007; Turkel &
Complexity theory, or now complexity universality, and Ray’s (1981, 1984, 1989, Ray, 2000, 2001, 2004, 2009).
sciences, revealed that the earth is like a 2010b) (Davidson, Ray, & Turkel, 2011)

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A Transtheoretical Evolution of Caring Science within Complex Systems

transtheoetical evolution: Definition systematic study of the underlying structures theory, differential caring (Ray, 1984)
and Perspective of the two nursing theories, a metatheory of identified that within each unit in the
The concept of transtheorizing is coming unitary caring science was advanced. hospital, there were dominant caring
of age in nursing (Alligood & Marriner Transtheorizing, thus, facilitates change and characteristics or patterns based upon the
Tomey, 2010; Parker & Smith, 2010). demonstrates value in the advancement of system itself and the illumination of the
Theory is viewed primarily as nursing science. meaning within. For example, in the
conceptualization of some aspect of reality intensive care unit, technological caring
that pertains to nursing for a systematic, evolution of Caring Science within was the dominant caring characteristic
rigorous, and purposeful end (Parker & Complex Systems and economic caring was an administrative
Smith, 2010). Transtheorizing can be Ray (1981, 1984, 1989, 2006, or system phenomenon. The theory of
defined broadly as the systematic emergence 2010a, b, c; Coffman, 2010; Ray & Turkel, bureaucratic caring, symbolizing the
of new theories or an integrated theory by 2008, 2009, 2010; Ray, Turkel, & Cohn, dynamic structure of caring, emerged from
means of research or analysis from the study 2011; Turkel, 1997, 2007) proposed the a Hegelian philosophical perspective—
of the underlying structure of one or more theory of bureaucratic caring in 1981. a synthesis of the dialectic between the
theories in nursing science or other The original grounded theory thesis of caring as sociocultural, ethical,
scientific theories. Theories in nursing are demonstrated how the organizational educational, and spiritual/religious
either grand theories resulting from the context (the bureaucracy) played a major (elements of humanism and spirituality)
nature and goals of nursing and healthcare, role in the meaning structure of caring, in relation to the antithesis of caring—
such as, theories of Nightingale, Leininger, facilitating the emergence of both the bureaucracy, as political, legal,
and Watson (Alligood & Marriner Tomey, substantive and formal theories: Differential technological, and economic. Through the
2010; Watson, 1979, 1985, 2008), middle caring and a synthesis, bureaucratic caring, analytic process of the negation of both as
range theories resulting from research in respectively. As such, caring is a whole, separate entities, the theory of bureaucratic
nursing situations, such as, Smith and Liehr yet is a part of the complexity of the caring was synthesized as the formal theory
(2009); grounded theories resulting from organization of the hospital. The substantive (Figure 1). Caring interactions and symbolic
research in nursing practice, such as,
theories of Ray (1981) and Turkel (1997)
and Turkel and Ray (2000, 2001); and micro
theories devised from research and Bureaucratized caring (social structure of caring)
reflection on practice experience in nursing
situations (Parker & Smith, 2010). Ray
(2006) (Ray & Turkel, 2010) also presented Ethico-
Religious-
the notion of holographic theory (the whole humanistic
in the part and the part in the whole), wherein Economicb
a grand or universal humanistic and ethical
concept, such as caring is synthesized
Educational
with sociocultural/organizational concepts
generated in complex organizational systems.
Transtheoretical development in nursing Caring
and caring science was identified in the
discourse of Watson and Smith (2002), Technological
wherein Watson’s transpersonal caring
theory and Rogers’ science of unitary Politicala
human beings were compared and
contrasted. The authors concluded that a Legal
creative synthesis of the uniting of two
grand theories invites further inquiry into
ethical-ontological and epistemological
scholarship to influence knowledge and Figure 1. Original theory of bureaucratic caring (1981).
practice in an ever-changing world. As a Note: a, b Note that the political and economic structures each occupy a larger dimension
result of this transtheorizing analysis and to illustrate their increasing influence on the nature of institutional caring.

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A Transtheoretical Evolution of Caring Science within Complex Systems

systems of meaning were constructed from that continue to be part of the reality the explicit order (the part) represent the
the dominant values in the human and the of nursing and administrative caring interconnectedness of caring as spiritual
complex organizational system. The theory practice today. and ethical patterning in relation to the
reveals that nursing in organizational Moving toward understanding patterning of the social structure of the
practice is experiential, contextual, and the complexity of the system in this organization. As a “holon,” everything is a
structural—caring is influenced by the theory prompted additional research whole in one context and a part in another—
social structure of the organization, and a recreation of the model. each part being in the whole and the whole
especially the technological, legal, political, The bureaucratic caring theory, as being in the part (Figure 2). The spiritual
and economic. Note that in Ray’s (1981) a holographic theory, is based upon the and ethical dimensions now represented as
original Theoretical Model (Figure 1) the new science of complexity—the spiritual/ethical caring were based on new
political and economic dimensions are interconnectedness of all things. It reveals research. As such, they became the center
shown as larger than the other dimensions that the implicit order (the whole) and of this interconnectedness and the center of

Figure 2. Transtheoretical evolution of caring science within complex systems.

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the model (Ray, 2006; Turkel & Ray, 2000; cost parameters from the perspective humanistic interaction, and fearing
2001, 2004; Ray, Turkel, & Marino, 2002). of nurses, patients, and administrators. for patient’s well-being.
The whole of caring is the spiritual/ethical, Registered nurse (RN) and patient Patient themes included being in the
the sociocultural, educational, physical, themes emerged. relationship, interpreting caring, and feeling
and the dimensions of the bureaucracy Three distinct RN themes (categories) threatened by the new reality (reality
are the political, legal, technological, and emerged. The theme of RNs entering into controlled by costs). Sub-themes for being
economic. Each is a whole and a part. the relationship included the sub-themes of in the relationship included developing trust
The outermost open circles represent the establishing trust, creating the nurse-patient in the nurses, recognizing the nurse-patient
between the macro-culture of the society relationship, and maintaining the nurse relationship, and having the nurse there for
and healthcare system and the micro-culture patient-relationship. The theme of RNs me. Interpreting caring included sub-themes
of the hospital. practicing caring included the sub-themes of of distinguishing between caring and non-
A fuller understanding of how caring being, knowing and doing all at once, caring caring, caring making a difference, and
and business science within the culture of in the moment, caring beyond, and investing valuing the educational process. Feeling
the hospital, particularly economics and in patient education. The theme of RNs threatened by the new reality included
politics, impact nursing, administration, entering a new reality included sub-themes sub-themes of surviving in the presences
and patient caring evolved. A theoretical of managing in the presence of chaos, of chaos, deserving to be cared for despite
position by Ray (1987a, b) and research contending with costs, valuing the the costs, and fearing for themselves.
by Turkel (1997), and further research
by Turkel and Ray (2000, 2001, 2002)
on caring within an economic context
and organizational political context was
conducted. This research facilitated the
transtheoretical emergence of the theory
of struggling to find a balance: The
paradox between caring and economics
(Turkel, 1997); relational complexity theory:
Cocreating the future (Turkel & Ray, 2000,
2001); and relational self-organization in
workforce redevelopment theory (Ray &
Turkel in Ray, Turkel, & Marino, 2002).

transtheorizing of Bureaucratic Caring


theory to a metatheory of nursing,
Caring, and Complexity in
Healthcare organizations
Struggling to Find A Balance: The
Paradox Between Caring and Economics
Turkel (1997, 2001) conducted grounded
theory research to study the nurse-patient
relationship within the context of
economics. The research was informed
by Ray’s theory of bureaucratic caring
and Watson’s theory of human caring.
Two theories were discovered, a substantive
theory identified as diminishing healthcare
resources and the formal theory of
struggling to find a balance: The paradox
between caring and economics (Figure 3).
The study focused on the nurse-patient
relationship within a framework of benefit- Figure 3. Struggling to find a balance: The paradox between caring and economics.

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Administrator themes included viewing when making decisions, but also understood paradoxical, contemporary healthcare
the nurse-patient relationship, judging the need to understand economics. concerns emphasize the importance of
caring and non-caring, recognizing the According to one nurse, “Having a caring understanding caring and quality in
chaos, and profiting in the new reality. presence and knowing my patient as a terms of traditional and non-traditional
Subthemes for viewing the nurse-patient person, is important…costs are what the economic outcomes.
relationship included entering into the “suits” [administrators or managers] worry
relationships and having a vested interest about.” Patients only value the caring when Theory of Relational Complexity:
in the nurse patient relationship. Judging it comes to decisions about healthcare. One Cocreating the Future
caring and non-caring included the sub- patient was very vocal when the word cost The theory of relational complexity:
themes of defining caring and defining was mentioned, “Costs should not matter… Cocreating the future illuminates the
non-caring. Sub themes for recognizing healthcare and caring are rights and money self-organizing relationship between the
the chaos included wondering how they should not matter.” Administrators valued nurse, patient, and administrator within
do it, knowing the nurses are on call to economics over caring when making complex healthcare organizations
everyone, and giving the nurses credit. decisions, but still valued caring (Turkel & Ray, 2000).
Profiting in the new reality was characterized interactions. As one administrator stated, In Figure 4, the model of the theory
by the sub-themes of accounting for the “Caring increases customer satisfaction, of relational complexity is a result of a
costs, accounting for the caring, valuing which is good for return business and we grounded theory study of nurses, patients,
registered nurses, and positioning for don’t want our patients to be treated like a and administrators in for-profit, not-for-
future survival. widget but more as a person…but the reality profit, and military hospitals. The
The concepts of caring and economics for me is reimbursement, less dollars from Theoretical Model illuminates complex
are not mutually exclusive within the Medicare and Medicaid.” Caring reflects categories of meaning and is an illustration
healthcare system. Each influences and quality and healing and occurs in the of relational self-organizing relationships
informs the other. As illustrated in the interrelationship between nurse and patient. among the nurses, patients, and
model, RNs valued caring over economics Although caring and economics may seem administrators. It shows that together a

Figure 4. Relational complexity: Cocreating the future.

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cocreative process and outcome comes to The theory of relational complexity: Relational Self-Organization in Workforce
light. That is to say, self-organization did not Cocreating the future highlighted that the Redevelopment: The Dynamic and
occur in a vacuum. It happened because of nurse, patient, and administrator value Transformative Process for Nursing
relationship itself. In essence, the relational caring, “…values are resources that propel Caring Science
self-organizing relationships show how all technical and economic systems” The theory of relational self-organization
the nurse, patient, and administrator each (Turkel & Ray, 2000, p. 312), a first step in workforce redevelopment emerged from
understand the changing economic and in organizational caring. When caring continued research, including instrument
political healthcare environment and caring- resources, as well as traditional economic development and theory testing in for
based practice, and how the phenomena resources of goods, money, and services, profit, not-for-profit, public, and military
interface with each other. The nurse-patient- are interwoven within the context of caring hospitals (Figure 5).
administrator relationship is an economic practice, nurses, patients, and administrators The model represents the universality of
resource and is a complex and dynamical move toward a deeper understanding of the categories of meaning from the qualitative
flow highlighting the nurse-patient meaning of relational self-organization. As and quantitative research conducted in these
relationship as both a traditional (goods, an explanation, patterns of relational self- hospitals. The reality of the hospital cultures
money, services) and non-traditional organization within the economics of caring showed that overall, the management focus
economic resource (interpersonal in healthcare highlight the fact that an economic was economic survival. Work life for nurses
relationships of love, communication, theory must be not only the exchange of goods, in hospitals was associated and continues
ethical professionalism). money, and services (traditional economics), to be associated with issues of the “bottom
For nurses, categorical themes of the data but must also be the acknowledgement of line” or economics and finance. The
from research illuminated their commitment the value of interpersonal resources, such as Theoretical Model illustrates that losing
to caring-based practice, caring advocacy, love/caring ethics. Interesting, this was an trust was the substantive theory and the
and making a difference. However, nurses original view from the father of capitalism, formal theory was relational self-
believed in rewards for caring outcomes— Adam Smith, in his first book, The Theory of organization. Losing trust in relation to
their need to feel valued and supported Moral Sentiments, published in 1759/1976). economic survival cocreated disillusionment
within a professional caring-based practice. Moral sentiment, or love and ethical caring, in practice and subsequently decreased
Within the hospital organization, data first characterized by Smith hundreds of loyalty to hospitals in terms of nursing
illuminated patient experiences and their years ago, was probably considered too practice. When trust was broken, caring and
fearfulness about external economic forces difficult to measure in national or healing could not occur and, consequently,
on their well-being, but they did not organizational economies. Moral sentiments nursing practice issues emerged. The call
comprehend the economic value of caring became a hidden variable in terms of for attention to the nursing practice issues
because they feared they may have to pay valuation. It was not until 1971 when the was clear in this research. The turning
more if there was a monetary value placed theorist, Foa, incorporated the idea of point for transformation of organizational
upon caring. At the same time, patients were interpersonal resources, such as love, relationships and organizations themselves
transformed through the nurse-patient caring information, and status, in relation to that emerged was an ethical caring choice
relationship. Overall, themes revealed data traditional economic exchange phenomena point. This interpretation facilitated a
about a felt sense of enhanced learning, of goods, money, and service (Ray, 1987b). process—a movement within the context
increased well-being, and optimal healing The theory of bureaucratic caring illuminated of dialogue from disorder to order or
through quality caring practices. the notion of economic caring. The theories transformation. The research revealed that
Administrators recognized economic of bureaucratic caring, struggling to find a categories of meaning first dealt with the
changes, which brought about a new reality balance between caring and economics, and “ill-health of nurses and the organizations”
controlled by costs. From the results, relational complexity illustrate what Foa followed by discourse that illuminated a
administrators revealed that there was an articulated, as well as the contemporary desire for healing or “relational self-
interconnectedness to the actions between economist, Eisler (2007). She named, “the real organization.” The transformation only
the nurse and the patient and recognized wealth of nations” as caring economics. Eisler could emerge by attention to ethical choice
the fact that their future security was (2007) noted in her book, “it pays to care—in from mutual dialogue. Nurses stated that
an integration of economics and the dollars and cents” (pp. 47-68). Nurses have rebuilding trust would come forth by
actualization of caring within the nurse- always known that successful outcomes are respecting the nursing staff, communicating
patient relationship. (Nurses, however, did not just merely traditional economic exchange with the nursing staff, maintaining visibility of
not feel fully supported in this revelation.) phenomena, but also relational caring exchange administrators, and promoting engagement
phenomena (Turkel & Ray, 2000, 2001). in participative decision making.

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A Transtheoretical Evolution of Caring Science within Complex Systems

theory revolves around ethical caring


relationships. Beginning with trust or the
surrender of our lives to each other is a
commitment to one another. This surrender
is the key to understanding all serious moral
problems and positions. Healthcare systems
are living organizations just like nature is a
living organism. In the redevelopment of the
work life for nurses, a shared work life can
only come through genuine ethical caring.
In summary, the theory of relational self-
organization in workforce redevelopment
emerged from a transtheorizing process
from the original theory of bureaucratic
caring. By integrating a caring
consciousness into organizational life,
“transforming nursing through ethical
choice and the relational [caring] strategies
established in this research will build
constructive human relationships and
cocreate and facilitate [relational] self-
organization in a continuously changing
healthcare work environment”
(Ray, Turkel, & Marino, 2002, p. 13).

Figure 5. Relational self-organization in workforce redevelopment: The dynamic and Relevance of Research to Contemporary
transformative process for nursing caring science. Nursing: The Advancement of Caring
Science within Complex Organizations
With the emergence of the American
Questionnaire Development administrators in five hospitals. The overall Nurses Credentialing Center (ANCC)
During the process of evolution of the mean scores on the questionnaires were then Magnet Recognition Program (Magnet)®,
grounded theory from a synthesis of all compared to economic and patient outcome nursing theory has moved from its central
qualitative data of the categories of meaning data collected by hospitals. These findings place in academia and research to practice.
of relational caring within a complex validated what RNs verbalized in the Theory-guided practice advances the
economic context, tool (questionnaires) qualitative research, “Living the caring discipline of nursing and transforms
development with psychometric analysis values in everyday practice makes a practice. Contemporary nursing practice
was realized (Turkel & Ray, 2001). difference in nursing practice and patient positioned within the tenets of caring
Two final reliable and valid questionnaires, outcomes” (Ray & Turkel, 2009, p. 218). science focuses on creating caring-healing
a Professional Relational Caring Mapping the future of work redesign environments for nurses, patients, and
Questionnaire (Appendix A) with 26 items and workforce redevelopment is a relational families. Ray and Turkel (2009) view
based upon three subscales of caring: caring complexity science. Complexity caring in healthcare organizations as a
Administrative culture, professional ethics, science emphasizes the interconnectedness complex relational caring process within
and trust, and a Patient Relational Caring of all things. Organizational patterns in the economic context of quality, cost,
Questionnaire (Appendix B) with 15 items healthcare delivery are complex and, and outcomes.
based upon subscales of professional ethics, ultimately, evolve toward self-organization The original theory of bureaucratic
trust, and caring emerged (Ray & Turkel, from chaos (disorder and order) through caring remains applicable to professional
2009, Watson Caring Science Institute, ethical choice within networks of nursing practice. Research revealed that
2011). Between 2002 and 2004, the two relationship. Ethics is rooted in relationships the economic and political dimensions of
final professional and patient questionnaires not just principles. The ethical choice point caring were dominant in 1981 and remain
were distributed to RNs, patients, and toward relational self-organization in this so today (Figure 1). In 2011, nurses continue

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to be faced with choices relevant to the with the intent to create caring-healing to hospitals administrators who will not be
economics of practice in terms of human practice environments (Longo, 2009; reimbursed for treatment.
and physical resources. The political Ray, 1997; Uhrenfeldt & Hall, 2007; Relational complexity: Cocreating the
healthcare debate in the United States is Watson, 2006, 2008). future informs us that nurses must be able
centered within the financial context. Issues The theory of struggling to find a to articulate the economics of healthcare
regarding “is healthcare a right for all?” and, balance: The paradox between caring and and nursing practice in terms of patient
if yes, “who will pay?” are at the forefront economics refers to sustaining the caring quality and outcomes. Furthermore, nurses
of discussion. Although technology was ideal in a healthcare reality controlled by must collaborate with leaders to influence
identified in 1981, it was not as dominant as costs (Turkel, 1997, 2001). In 1997, the cost economic decision-making within complex
it is today, but it is increasing in importance. was related to a managed care environment organizations. Professional models of care
The advent of information technology, where reimbursement was constrained. that focus on increasing the quality and
electronic health records, and computers Today, administrators are faced with intentionality of interactions among the
at the bedside (Campling, Ray, & Lopez- reduced reimbursement from Medicare, healthcare team will promote positive
Devine, 2011; Swinderman, 2011), and even Medicaid, and private insurance. Currently, outcomes for patients and employees.
robotics or the human-humanoid revolution as in 1997, nurses value caring, yet Practicing from a caring science framework
(Locsin, Purnell, Tanioka, & Osaka, 2011), continue to practice in environments where in complex organizations provides a
are fueling the fire. economics and costs influence decisions. unifying structure that guides choice-
Leadership in nursing administration is It remains a paradox that nurses have less making and allows for creative solutions
a key element in nursing practice and central time and resources to provide patient to emerge. As D’Alfonso reminded us:
to the theory of bureaucratic caring. The five education and as patients have less Leaders at all levels of the healthcare
components of the ANCC Magnet Model information to guide future healthcare organization must awaken to new ways
include factors that are crucial to the decisions the readmission rate is higher. of leading lasting change, remaining
health of healthcare organizations, such Although current pay for performance continually aware of and seeking to
as transformational leadership, structural initiatives have resulted in the non- balance the fiscal and often
empowerment, exemplary professional reimbursement to hospitals for the cost dehumanizing aspects of the healthcare
nursing practice, new knowledge and of care associated with the readmissions business debate with the ethical-moral
innovations, and empirical outcomes (National Quality Forum, 2010), the reality demands to care for the whole person
(ANCC, 2008). The theory of bureaucratic is that often RNs need to advocate for the (bodymindspirit) who remains central
caring can be integrated into each of required time, and human and physical to our “raison d’être.” (2011, p. 186)
these components (Ray & Turkel, 2010). resources to do effective patient education. The substantive theory of relational
In addition, Turkel (1992, 2003) Qualitative research conducted by Turkel complexity: Cocreating the future was
conducted a phenomenological study (1997) revealed that both patients and RNs losing trust. This idea of losing trust guided
looking at the meaning of caring as valued patient education or patient teaching a recent leadership practice approach
experienced by nurse managers during as a caring behavior or caring practice. articulated by Kingston (2011) when the
interactions with staff nurses. Almost 20 An outcome of this caring behavior was trust between nursing administration and
years later, the interpretive themes of enhancement of learning when the teaching nursing staff was broken. The situation
nurses’ way of being, reciprocal caring, and was done by a caring nurse. Patient causing the loss of trust was an extremely
caring moment as transcendence define participants talked about being able to ask complex issue. But clearly the negative
leadership practices grounded in caring questions and wanting to learn when they energy impacted everyone, including the
science. Two direct quotes, “It is frustrating had a caring nurse. They believed they patients. A healing process grounded in a
being trapped in a bureaucracy that values “could remember better” with a caring caring science professional practice model
money instead of caring,” and “sometimes I nurse. In terms of economic outcomes, was initiated. Practice changes included
find it so frustrating—I do battle in the caring makes a difference. If patients are the following: Open forums for dialogue
name of caring every day” describe practice re-admitted within 30 days after discharge to occur between leadership and staff,
environments where tenets of caring science with the same diagnosis because they do not increased visibility and presence of leaders
do not inform the practice and philosophy of understand how to care for themselves, the on all shifts and weekends, restructuring
leaders in the organization. A growing body hospital will not be reimbursed. Thus, of shared governance processes to foster
of literature advances the value of nurse- recidivism is costly to patients and hospitals— open communication, an intentional focus
manager caring behaviors in terms of RN costly to patients in terms of increased time on nursing leadership creating a caring-
satisfaction, becoming a caring statesperson required for healing and recovery and costly healing environment, and practicing

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authentic presence and listening when & Corcoran-Perry, 1990), and the concept of M. Brooks Turkel, then a hospital
interacting with staff. relationship with caring and unitary science administrator, made the connection between
illuminated as the state of the science in the healthcare economics and caring in 1993.
Conclusion late 2000s (Newman et al., 2008). Within Drawing on the work of the caring science
The Past is the Future: The Metatheory these views are important phenomena, such of Sister M. Simone Roach (1987/2002),
of Relational Caring Complexity as a as the essential nature of relationship and healthcare economics can be understood
Foundation to Support New Ideas caring science, the art of nursing as caring, with another group of Cs other than
for Nursing unitary science and the sciences of Roach’s six Cs of commitment, conscience,
Factors from the past history of nursing complexity, the importance of economics compassion, confidence, competence, and
cocreate opportunities to further the and politics in the practice of nursing, and comportment. Turkel’s (1993) six Cs are:
maturation of the notion of transtheorizing how caring knowledge changes healthcare Complicated, counterintuitive, convoluted,
for nursing. Grounded theories, such as, practice and outcomes organizations. As the confusing, chaotic, and complex. An
struggling to find a balance: The paradox delivery of healthcare moves from the example of the counterintuitive is occurring
between caring and economics, relational medical model focusing on tasks, in today’s healthcare environment.
complexity: Cocreating the future; procedures, objectivity, and prescriptive Reimbursement to healthcare organizations
relational self-organization in workforce routines to focusing on caritas, which is is no longer driven by volume and
redevelopment, and the Professional and centered on ethical values, caring science, procedures (quantity), rather it is driven by
Patient Relational Caring Questionnaires and human and organizational relationships, new regulations that focus on value in terms
that emerged from the original grounded a new way of practice emerges (Watson, of patient satisfaction and patient safety,
theory of bureaucratic caring show the value 2008). As an example, theory that was once including some central concepts of
of transtheoretical analysis. A metatheory invisible has become visible as evidenced caring. This means hospitals can actually
(Ritzer, 1991) has emerged from the through the caritas movement” of the do or produce less and realize higher
integration of all these theories. The Watson Caring Science Institute (Davidson, profit margins.
metatheory is Relational Caring Complexity Ray, & Turkel, 2011). In practice, Ray, By continually giving voice to the
and it evokes the complexity of the nursing Turkel, Watson, and Eisler have advanced value of caring in nursing within complex
practice situation today and provides a the idea of caring economics by challenging organizations, ethical caring transformation
foundation for new ideas for nursing us to change the conversation toward the will occur. The Professional and Patient
(Davidson, Ray, & Turkel, 2011; Kingston valuation of caring resources and, thus, Relational Caring Questionnaires (Ray &
& Turkel, 2011; Ray, Turkel, & Cohn, caring needs to be incorporated into all Turkel, 2009) generated from this research
2011). Transtheorizing and metatheorizing organizational discourse. What creates trajectory on caring within an economic
address the past history of caring as the opportunities for financial success, now context provide continued opportunities
essence of nursing and the critical nature and in the future, is the way in which people for learning about caring in complex
of the context, environment, or organization actually care. In the past, bureaucracies organizations. Other ideas emerging from
toward a human-environment unity in nurse used to be hierarchically dominated. Now complexity and nursing caring science, such
caring practice. Far-reaching ideas, or they must be hierarchies of actualization as patterns of energy (Madrid & Barrett,
concepts of the past, illuminate the future with effective leadership, caring, and the 1994; Smith, 2011); patterns of relationship
related to patterns of wholeness. In this reinvention of work (Davidson, Ray, & between macro and micro cultures, socio-
analysis, the authors discover that what may Turkel, 2011; Eisler, 2007; Fox, 1994; organizational theory, and transcultural
be considered new is new again as a result Turkel & Ray, 2004). Economic policy caring (Davidson, Ray, & Turkel, 2011;
of the past, which, to a large extent, has not development must become a part of the Ray, 1981; Ray, 2010a); transdisciplinary,
been fully brought to light. nursing curriculum and organizational translational analysis, and global theories
For example, let us look at the idea culture. Caring needs to be valued, role (Leininger & McFarland, 2006); and high
of the past is the future, new overarching modeled, and integrated within the realm imagining and/or low imagining in cultures
theoretical perspectives, such as what of administrative practice. (replacing notions like developed or
occurred with caring science from 1978 The focus on healthcare economics developing in world cultures) (Friedman
to the present with the development of the is not a transient response to decreasing & Mandelbaum, 2011) will influence the
International Association for Human Caring, reimbursement. Instead it remains the way healthcare will evolve. Furthermore,
the advance in the 1990s of caring in the catalyst for change at the national level transdisciplinary emergence to formulate
human health experience as the foundation within healthcare organizations and new theories or relational interprofessional
of the discipline of nursing (Newman, Sime healthcare financing and decision making. education and communication (Eggenberger,

36 International Journal for Human Caring


A Transtheoretical Evolution of Caring Science within Complex Systems

personal communication) and continuous Davidson, A., & Ray, M. (1991). Studying Locsin, R., Purnell, M., Tanioka, T., &
meta-methods and meta-analysis of nursing, the human-environment relationship Osaka, K. (2011). Human rights and
caring science, and other disciplines (Beck, using the science of complexity. humanoid relationships in nursing and
in press) will be important phenomena Advances in Nursing Science, 14(2), complexity science. In A. Davidson, M.
for contemplation and further study. The 73-87. Ray, & M. Turkel (Eds.), Nursing,
movement toward a transtheoretical position Davidson, A., & Ray, M., & Turkel, M. caring, and complexity science: For
in nursing emphasizes the need for continual (Eds.) (2011). Nursing, caring, and human-environment well-being
inquiry—how researchers and theorists complexity science: For human- (pp. 345-360). New York, NY: Springer.
seek understanding of theoretical integration environment well-being. New York, NY: Longo, J. (2009). The relationships between
and creative synthesis by advancing new Springer. manager and peer caring to registered
theories (and questionnaires) from the D’Alfonso, J. (2011). Economics, caring and nurses’ job satisfaction and intent to stay.
discovery of one theory, such as what complexity. In A. Davidson, M. Ray, & International Journal for Human Caring,
is featured in this article. Seeking M. Turkel (Eds.), Nursing, caring, and 13(2), 26-33.
understanding of the transtheorizing complexity science: For human- Madrid, M., & Barrett, E. (Eds.) (1994).
process and metatheorizing is the environment well-being (pp. 186-198). Rogers’ scientific art of nursing practice.
beginning of a transformative process New York, NY: Springer. New York, NY: National League for
for the enlightenment of nursing education Eisler, R. (2007). The real wealth of nation: Nursing Press.
and practice as we grow and develop Creating a caring economics. San National Quality Forum (2010). Safe
in the 21st century. Francisco, CA: Berrett-Koehler practices for better healthcare.
Publishers. Washington, DC: National Quality
references Fox, M. (1994). The reinvention of work. Forum.
Alligood, M., & Marriner Tomey, A. (Eds.) San Francisco, CA: HarperSanFrancisco. Newman, M., Sime, M., & Corcoran-Perry,
(2010). Nursing theorists and their work Friedman, T., & Mandelbaum, M. (2011). S. (1991). The focus of the discipline of
(7th ed.). Maryland Heights, MO: That used to be us. New York, NY: nursing. Advances in Nursing Science,
Mosby/Elsevier. Farrar, Straus, and Giroux. 14(1), 1-6.
American Nurses Credentialing Center Kingston, M. (2011). When trust is broken: Newman, M., Smith, M., Dexheimer-
(ANCC) (2008). Magnet recognition Let the healing begin. Poster abstract and Pharris, M., & Jones, D. (2008). The
program: Application manual. Silver poster session at the International Caritas focus of the discipline of nursing.
Springs, MD: American Nurses Consortium, Woodland, TX. Advances in Nursing Science, 31(1),
Credentialing Center. Kingston, M., & Turkel, M.B. (2011). 16-27.
Beck, C. (Ed.) (in press). Routledge Caring science and complexity science Peat, F. (2003). From certainty to
international handbook of qualitative guiding the practice of hospital and uncertainty: The story of science and
nursing research. Oxford, United nursing administrative practice. In A. ideas in the twentieth century.
Kingdom: Routledge. Davidson, M. Ray, &.M. Turkel (Eds.), Washington, DC: Joseph Henry Press.
Campling, A., Ray, M., & Lopez-Devine, J. Nursing, caring and complexity science: Ray, M. (2010a). Transcultural caring
(2011). Implementing change in nursing For human-environmental well-being dynamics in nursing and healthcare.
informatics practice. In A. Davidson, M. (pp. 169-185). New York, NY: Springer. Philadelphia, PA: F.A. Davis.
Ray, & M. Turkel (Eds.), Nursing, Leininger, M. (1991). Culture care Ray, M. (2010b). A study of caring within
caring, and complexity science: For universality and diversity: A theory of an institutional culture: The discovery
human-environment well-being nursing. New York, NY: National League of the theory of bureaucratic caring.
(pp. 325-339). New York, NY: Springer. for Nursing Press. Saarbrücken, Germany: Lambert
Coffman, S. (2010). The theory of Leininger, M., & McFarland, M. (2006). Academic.
bureaucratic caring of Marilyn Anne Ray. Culture care diversity and universality: Ray, M. (2010c). Creating caring
In M. Alligood & A. Marriner Tomey A worldwide theory of nursing (2nd ed.). organizations and cultures through
(Eds.), Nursing theorists and their work Sudbury, MA. Jones & Bartlett. communitarian ethics. Journal of the
(7th ed., pp. 113-136). St. Louis, MO: World Universities Forum, 3(5), 41-52.
Mosby/Elsevier.

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Ray, M. (2006). Marilyn Anne Ray’s, theory Ray, M., Turkel, M., & Cohn, J. (2011). Turkel, M. (2003). A journey into caring as
of bureaucratic caring. In M. Parker Relational caring complexity: The study experienced by nurse managers.
(Ed.), Nursing theories & nursing of caring and complexity in healthcare International Journal for Human Caring,
practice (2nd ed.). Philadelphia, PA: hospital organizations. In A. Davidson, 7(1), 20-26.
F.A. Davis. M. Ray, & M. Turkel (Eds.), Nursing, Turkel, M. (2001). Struggling to find a
Ray, M. (1998a). The interface of caring caring, and complexity science: For balance: The paradox between caring
and technology: A new reflexive ethics human-environment well-being. and economics. Nursing Administration
in intermediate care. Holistic Nursing New York, NY: Springer. Quarterly, 26(1), 67-82.
Practice, 12(4), 71-79. Ray, M., Turkel, M., & Marino, F. (2002). Turkel, M. (1997). Struggling to find a
Ray, M. (1998b). Complexity and nursing The transformative process for nursing balance: A grounded theory study of the
science. Nursing Science Quarterly, in workforce redevelopment. Nursing nurse-patient relationship within an
11(3), 91-93. Administration Quarterly, 26(2), 1-14. economic context. Dissertation Abstracts
Ray, M. (1997). The ethical theory of Ritzer, G. (1992). Metatheorizing. Newbury International, 58(08). (UMI No.
existential authenticity: The lived Park, CA: Sage. 9805958)
experience of the art of caring in nursing Roach, M. (1987/2002). Caring, the Turkel, M. (1992). A journey into caring as
administration. Canadian Journal of human mode of being (2nd ed.). experienced by nurse managers.
Nursing Research, 29, 111-126. Ottawa, Canada: The Canadian (Unpublished master’s thesis.) Florida
Ray, M. (1989). A theory of bureaucratic Hospital Association. Atlantic University, College of Nursing,
caring for nursing practice in the Rogers, M. (1970). An introduction to Boca Raton, FL.
organizational culture. Nursing the theoretical basis of nursing. Turkel, M., & Ray, M. (2009). Caring for
Administration Quarterly, 13(2), 31-42. Philadelphia, PA: F.A. Davis. “not-so-picture-perfect” patients: Ethical
Ray, M. (1987a). Technological caring: A Smith, A. (1759/1976). The theory of moral caring in the moral community of
new model in critical care. Dimensions sentiments. Oxford, United Kingdom: nursing. In R. Locsin & M. Purnell
in Critical Care Nursing, 6, 166-173. Oxford University Press. (Eds.), A contemporary nursing process:
Ray, M. (1987b). Healthcare economics and Smith, M. (2011). Philosophical and The (un)bearable weight of knowing in
human caring in nursing: Why the moral theoretical perspectives related to nursing (pp. 225-249). New York, NY:
conflict must be resolved. Family and complexity science in nursing. In A. Springer.
Community Health, 10(1), 35-43. Davidson, M. Ray, & M. Turkel (Eds.), Turkel, M., & Ray, M. (2004). Creating a
Ray, M. (1981). A study of caring within Nursing, caring, and complexity science: caring practice environment through
an institutional culture. Dissertation For human-environment well-being self-renewal. Nursing Administration
Abstracts International, 42(06). (UMI (pp. 1-20). New York, NY: Springer. Quarterly, 28, 259-254.
No. 8127787) Smith, M. & Liehr, P. (Eds.) (2009). Middle Turkel, M., & Ray, M. (2001). Relational
Ray, M., & Turkel, M. (2011). Complexity range theory for nursing (2nd ed.). complexity: From grounded theory to
science. In H. Feldman (Ed.), Nursing New York, NY: Springer. instrument development and theoretical
leadership: A concise encyclopedia Swinderman, T. (2011). Technological testing. Nursing Science Quarterly, 14,
(2nd ed.). New York, NY: Springer. change in healthcare electronic 281-287.
Ray, M., & Turkel, M. (2010). The theory documentation as facilitated through the Turkel, M., & Ray, M. (2000). Relational
of bureaucratic caring. In M. Parker & science of complexity. In A. Davidson, complexity: A theory of the nurse-patient
M. Smith (Eds.), Nursing theories & M. Ray, & M. Turkel (Eds.), Nursing, relationship within an economic context.
nursing practice (3rd ed.). Philadelphia, caring, and complexity science for Nursing Science Quarterly, 13, 306-313.
PA: F.A. Davis. human-environment well-being Watson Caring Science Institute (2011).
Ray, M., & Turkel, M. (2009). Relational (pp. 309-319). New York, NY: Springer. Retrieved from http://springerpbul.com/
caring questionnaires. In J. Watson (Ed.), Tudge, C. (2003). Set thine own house in products/subjects/Nursing/Watson Caring
Assessing and measuring caring in order: Science and religion. Resurgence, Science Institute.
nursing and health sciences (2nd ed., 1(216), 27-31. Watson, J. (2008). Nursing: The philosophy
pp. 209-218). New York, NY: Springer. Turkel, M. (2007). Dr. Marilyn Ray’s theory and science of caring (rev. ed.). Boulder,
of bureaucratic caring. International CA: University of Colorado Press.
Journal for Human Caring, 11(4), 57-70.

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A Transtheoretical Evolution of Caring Science within Complex Systems

Watson, J. (2006). Caring theory as an


ethical guide to administrative and
clinical practices. Journal of Nursing
Administration, 8(1), 87-93.
Watson, J. (1985). Nursing: Human science
and human care. Norwalk, CT:
Appleton-Century-Croft.
Watson, J. (1979). Nursing: The philosophy
and science of caring. Boston, MA:
Little Brown & Company.

author note
Marilyn A. Ray, RN, PhD, CTN-A, Professor Emeritus, Florida Atlantic University, Christine E. Lynn College of Nursing, Boca Raton,
Florida and Marian C. Turkel, RN, PhD, NEA-BC, Director of Professional Nursing Practice and Research, Einstein Healthcare Network,
Philadelphia, Pennsylvania.
Correspondence concerning this article should be addressed to Dr. Marilyn Ray, 8487 Via D’Oro, Boca Raton, FL 33431 USA. Electronic
mail may be sent via Internet to mray@fau.edu

2012, Vol. 16, No. 2 39


APPPENDIX
P E N D IX A

R e la tio n a l C
Relational a r in g Q
Caring u e s tio n n a ir e ©
Questionnaire©
(Professional Form)
Ray and Turkel, 2000, 2005, 2007

Introduction:

Nursing is important to health care in the United States. This questionnaire is designed to
assist nursing and health care organizations/hospitals to u understand
nderstand the important
components of organizational caring. Your completion of this questionnaire implies consent
to participate in this study. Assisting in this research will not in any way affect your status as
a professional in this hospital or any health
health care facility.

This is strictly voluntary.


voluntary. Do not write your
your name on this questionnaire.

Demographic
Demograph
hic Information:

Directions:

“X” in the box or add the information requested which applies to you.
Mark an “X”

1. Gender: Female Male 2. Highest Completed Education


Associate Degree
3. Age: 21 – 25 BS (Non-Nursing)
26 – 35 BSN
36 – 45 MS/MA/MBA (Non
(Non-Nursing)
-Nursing)
46 – 55 MS (Nursing)
56 – 65 Doctoral Degree
66 – 70
Over 70

4. Cultural Background: Black or African American


(Check all that apply) Hispanic or Latino American
White or Caucasian American
Asian American
North American Indian
Other (Specify) (__________________)

5. Job Status: (Non-Nurse)


Administrator (Non -Nurse)
Administrator (Nurse)
Registered Nurse

6. Years of Nursing and/or Administrative Experience:

Under 2 2–5 6 – 10 11 – 15
16 – 20 21 – 25 26 – 30 Over 30

40 International Journal for Human Caring


Questionnaire Directions and Example

Background:

Caring is important within health care organizations. Your responses to the statements on
the following questionnaire will help identify and give researchers the opportunity to analyze
your answers regarding factors important to the concept of organizational caring.

Directions:

Please answer the 26 numbered statements. Using a pen or pencil, mark an X in the area
that represents your response. Mark only one area for each question. If your answer is that
you Agree with the statement, then you would mark an X in the (4) for the statement as
shown below.

Example:

Nurses are treated with respect by other professionals in the organization.


This frequently happens within the organization where I work.

Neither
Strongly Agree Nor Strongly
Disagree Disagree Disagree Agree Agree
(1) (2) (3) (X) (5)

1. Nurses are valued as individuals. This frequently happens within the


organization where I work.

Strongly Neither Agree Strongly


Disagree Disagree Nor Disagree Agree Agree
(1) (2) (3) (4) (5)

2. Nurses are treated with respect by other professionals. This frequently


happens within the organization where I work.

Strongly Neither Agree Strongly


Disagree Disagree Nor Disagree Agree Agree
(1) (2) (3) (4) (5)

3. Nurses are able to live their caring values in practice. This frequently
happens within the organization where I work.

Strongly Neither Agree Strongly


Disagree Disagree Nor Disagree Agree Agree
(1) (2) (3) (4) (5)

2012, Vol. 16, No. 2 41


4. Nurses are involved in policy decisions that affect patient care. This
frequently happens within the organization where I work.

Strongly Neither Agree Strongly


Disagree Disagree Nor Disagree Agree Agree
(1) (2) (3) (4) (5)

5. We see administrators making rounds and helping out when needed. This
frequently happens within the organization where I work.

Strongly Neither Agree Strongly


Disagree Disagree Nor Disagree Agree Agree
(1) (2) (3) (4) (5)

6. The focus of administrators is working on the budget and attending


meetings. This frequently happens within the organization where I work.

Strongly Neither Agree Strongly


Disagree Disagree Nor Disagree Agree Agree
(1) (2) (3) (4) (5)

7. Nurses receive effective communication from administrators, which means we


know exactly what is going on and why decisions are made. This
frequently happens within the organization where I work.

Strongly Neither Agree Strongly


Disagree Disagree Nor Disagree Agree Agree
(1) (2) (3) (4) (5)

8. Nurses are counted only as numbers. This frequently happens within the
organization where I work.

Strongly Neither Agree Strongly


Disagree Disagree Nor Disagree Agree Agree
(1) (2) (3) (4) (5)

9. Nurses are trusted by administrators. This frequently happens within the


organization where I work.

Strongly Neither Agree Strongly


Disagree Disagree Nor Disagree Agree Agree
(1) (2) (3) (4) (5)

42 International Journal for Human Caring


10. Nurses treat each patient as an individual. This frequently happens within
the organization where I work.

Strongly Neither Agree Strongly


Disagree Disagree Nor Disagree Agree Agree
(1) (2) (3) (4) (5)

11. Being there with the patient is part of nursing practice. This frequently
happens within the organization where I work.

Strongly Neither Agree Strongly


Disagree Disagree Nor Disagree Agree Agree
(1) (2) (3) (4) (5)

12. Nurses recognize the needs of the family. This frequently happens within
the organization where I work.

Strongly Neither Agree Strongly


Disagree Disagree Nor Disagree Agree Agree
(1) (2) (3) (4) (5)

13. Nurses integrate awareness of the patient’s body, mind, and spirit in their
practice. This frequently happens within the organization where I work.

Strongly Neither Agree Strongly


Disagree Disagree Nor Disagree Agree Agree
(1) (2) (3) (4) (5)

14. Listening is a way nurses build relationships with patients. This frequently
happens within the organization where I work.

Strongly Neither Agree Strongly


Disagree Disagree Nor Disagree Agree Agree
(1) (2) (3) (4) (5)

15. Administrators providing support for what nurses do increases the loyalty of
nurses. This frequently happens within the organization where I work.

Strongly Neither Agree Strongly


Disagree Disagree Nor Disagree Agree Agree
(1) (2) (3) (4) (5)

16. Administrators empower nurses to make changes in the organization. This


frequently happens within the organization where I work.

Strongly Neither Agree Strongly


Disagree Disagree Nor Disagree Agree Agree
(1) (2) (3) (4) (5)

2012, Vol. 16, No. 2 43


17. Nurses demonstrate compassion for what the patient is experiencing. This
frequently happens within the organization where I work.

Strongly Neither Agree Strongly


Disagree Disagree Nor Disagree Agree Agree
(1) (2) (3) (4) (5)

18. Nurses are committed to the nursing profession. This frequently happens
within the organization where I work.

Strongly Neither Agree Strongly


Disagree Disagree Nor Disagree Agree Agree
(1) (2) (3) (4) (5)

19. Nurses are viewed as organizational overhead rather than organizational


assets. This frequently happens within the organization where I work.

Strongly Neither Agree Strongly


Disagree Disagree Nor Disagree Agree Agree
(1) (2) (3) (4) (5)

20. Support from administrators results in increased nurse retention. This


frequently happens within the organization where I work.

Strongly Neither Agree Strongly


Disagree Disagree Nor Disagree Agree Agree
(1) (2) (3) (4) (5)

21. Administrators recognize the value of nursing. This frequently happens


within the organization where I work.

Strongly Neither Agree Strongly


Disagree Disagree Nor Disagree Agree Agree
(1) (2) (3) (4) (5)

22. Awareness of the value of nursing facilitates the choices that administrators
make when allocating the budget. This frequently happens within the
organization where I work.

Strongly Neither Agree Strongly


Disagree Disagree Nor Disagree Agree Agree
(1) (2) (3) (4) (5)

44 International Journal for Human Caring


23. The integration of interpersonal resources (caring, patient education
professional nursing practice) with traditional economic resources (money,
goods, services), is included in the budget. This frequently happens within
the organization where I work.

Strongly Neither Agree Strongly


Disagree Disagree Nor Disagree Agree Agree
(1) (2) (3) (4) (5)

24. The relational partnership between practicing nurses and administrators


guides economic choice making in the organization. This frequently
happens within the organization where I work.

Strongly Neither Agree Strongly


Disagree Disagree Nor Disagree Agree Agree
(1) (2) (3) (4) (5)

25. Nurses have financial knowledge to participate in organizational decision


making. This frequently happens within the organization where I work.

Strongly Neither Agree Strongly


Disagree Disagree Nor Disagree Agree Agree
(1) (2) (3) (4) (5)

26. A supportive relationship between the nurses and the administrators results
in improved economic and patient outcomes. This frequently happens
within the organization where I work.

Strongly Neither Agree Strongly


Disagree Disagree Nor Disagree Agree Agree
(1) (2) (3) (4) (5)

The Relational Caring Questionnaire (Professional Form) is copyrighted. Please contact


Marilyn Ray or Marian Turkel to formally request use of the questionnaire. Permission will be
granted as long as no changes are made to the questionnaire. Changes may be made to
demographic information or directions. Questionnaire may be translated into another
language.
Marilyn Ray RN, PhD Marian Turkel RN, PhD
Professor Emeritus Director Professional Nursing
Florida Atlantic University PracticeDQG5HVHDUFK
Christine E. Lynn Einstein +HDOWKFDUH1HWZRUN
College of Nursing 5501 Old York Road
8487 Via D’Oro Levy 2 – Nursing Administration
Boca Raton, FL 33431 Philadelphia, PA 19141
561-470-8109 312-203-3944 (cell)
marilyndeeray@comcast.net 215-456-1832 (work)
turkelm@einstein.edu

2012, Vol. 16, No. 2 45


APPPENDIX
P E N D IX B

Relational
R Caring
e la tio n a l C a r in g QQuestionnaire©
u e s tio n n a ir e ©
((Patient Form)
P a tie n t F o rm )
Ray
R ay and
and T Turkel,
urkel, 2000,
2000, 2 2005,
005, 2 2007
007

Introduction

Nursing is important to health care in the United States. This questionnaire is designed to
assist nursing and health care organizations/hospitals to underst
understand
and the important components
of organizational caring.

Your completion of this questionnaire implies consent to participate in this study. Assisting in
this research will not in any way affect your status as a patient in the hospital or any health
care facility.

voluntary. Do not write your


This is strictly voluntary. your name on this questionnaire.

Demographic
Demograph
hic Information:

Directions:

Mark an X in the box or add the information requested which applies to you

1. Gender: Female Male 2. Highest Completed Education:

3. Age: 18 – 25 Less than High School


26 – 35 High School/GED
36 – 45 Associate Degree
46 – 55 Bachelors Degree
56 – 65 Masters Degree
66 – 70 Doctoral Degree
Over 70

4. Cultural Background: Black or African American


(Check all that apply) Hispanic or Latino American
White or Caucasian American
Asian American
North American Indian
Other (Specify)) (_________)

5. Number of Times Hospitalized as a Patient:

1–5 6 – 10 More than 10

6. Length of Stay This Admission:

1 – 3 Days 4 – 6 Days 7 – 10 Days Over 10 Days

46 International Journal for Human Caring


QUESTIONNAIRE DIRECTIONS AND EXAMPLE
Directions:

Caring is important within health care organizations. Your responses to each statement on the
following survey will help identify behaviors that are important for caring between the
registered nurse and patient in a health care organization.

Example:

Using a pen or pencil, mark an X in the area that best describes your understanding of caring
in terms of your interactions with registered nurses in this hospital. Mark only one area for
each question. If your answer is that you Agree with the statement, then you would mark an X
in the (4) for the statement as shown below. A sample of the completed question is provided
below as an example:

1. I am treated with respect. This frequently happens when I am a patient in this hospital.

Strongly Neither Agree Strongly


Disagree Disagree Nor Disagree Agree Agree
(1) (2) (3) (X) (5)

Do not write your name on this questionnaire.

1. I am treated with respect. This happens when I am a patient in this hospital.

Strongly Neither Agree Strongly


Disagree Disagree Nor Disagree Agree Agree
(1) (2) (3) (4) (5)

2. I am given care based on what is important to me. This happens when I am a


patient in this hospital.

Strongly Neither Agree Strongly


Disagree Disagree Nor Disagree Agree Agree
(1) (2) (3) (4) (5)

3. I take an active part in my own health care decisions. This happens when
I am a patient in this hospital.

Strongly Neither Agree Strongly


Disagree Disagree Nor Disagree Agree Agree
(1) (2) (3) (4) (5)

2012, Vol. 16, No. 2 47


17. Nurses
4. Knowing demonstrate
the nurse compassion
knows what to do for for
mewhat themy
builds patient is the
trust in experiencing.
nurse. ThisThis
frequently
happens happens
when I am within
a patient the hospital.
in this organization where I work.

Strongly
Strongly NeitherNeither
Agree Agree Strongly
Strongly
Disagree
Disagree Disagree
Disagree Nor Disagree
Nor Disagree Agree Agree Agree Agree
(1) (1) (2) (2) (3) (3) (4) (4) (5) (5)

5. The18. Nurses
nurses areme
treat committed to the
as a person nursing
instead of profession. Thishappens
an illness. This frequently happens
when I
within the
am a patient organization
in this hospital. where I work.

Strongly
Strongly NeitherNeither
Agree Agree Strongly
Strongly
Disagree
Disagree Disagree
Disagree Nor Disagree
Nor Disagree Agree Agree Agree Agree
(1) (1) (2) (2) (3) (3) (4) (4) (5) (5)

19. Nurses
6. Interacting withare
theviewed
nursingas organizational
staff fosters trustoverhead rather
between the thanand
nurse organizational
me. This
assets. This frequently happens within
happens when I am a patient in this hospital. the organization where I work.

Strongly
Strongly NeitherNeither
Agree Agree Strongly
Strongly
Disagree
Disagree Disagree
Disagree Nor Disagree Agree Agree Agree Agree
Nor Disagree
(1) (1) (2) (2) (3) (3) (4) (4) (5) (5)

20. Support
7. Personal from administrators
interactions (for example, results in increased
eye contact nurse
or touch) helpretention. This
me trust my nurse.
frequently happens within the organization
This happens when I am a patient in this hospital. where I work.

Strongly Neither Agree Strongly


Disagree
Strongly Disagree
NeitherNor Disagree
Agree Agree StronglyAgree
Disagree (1) Disagree (2) Nor Disagree (3) Agree (4) Agree (5)
(1) (2) (3) (4) (5)
21. Administrators recognize the value of nursing. This frequently happens
within there
8. Nurses being the organization
with me is awhere
part ofI work.
showing that they care. This happens
when I am a patient in this hospital.
Strongly Neither Agree Strongly
Disagree
Strongly Disagree
NeitherNor Disagree
Agree Agree StronglyAgree
Disagree (1) Disagree (2) Nor Disagree (3) Agree (4) Agree (5)
(1) (2) (3) (4) (5)
22. Awareness of the value of nursing facilitates the choices that administrators
9. Nurses’make when
teaching allocating
helps the budget.
to prevent Thissick
me getting frequently happens
again and havingwithin the
to come
back toorganization
the hospital.where I work. when I am a patient in this hospital.
This happens

Strongly
Strongly NeitherNeither
Agree Agree Strongly
Strongly
Disagree
Disagree Disagree
Disagree Nor Disagree Agree Agree Agree Agree
Nor Disagree
(1) (1) (2) (2) (3) (3) (4) (4) (5) (5)

10. When the nurse is concerned about me, I learn more from his/her teaching.
This happens when I am a patient in this hospital.

Strongly Neither Agree Strongly


Disagree Disagree Nor Disagree Agree Agree
(1) (2) (3) (4) (5)

48 International Journal for Human Caring


11. Nurses being good at doing treatments or procedures, such as: starting IVs or
changing a dressing requires compassion and skill. This
happens when I am a patient in this hospital.

Strongly Neither Agree Strongly


Disagree Disagree Nor Disagree Agree Agree
(1) (2) (3) (4) (5)

12. Nurses’ teaching prepares me to take care of myself at home. This happens
when I am a patient in this hospital.

Strongly Neither Agree Strongly


Disagree Disagree Nor Disagree Agree Agree
(1) (2) (3) (4) (5)

13. Nurses recognize the needs of my family when giving me care. This happens when
I am a patient in this hospital.

Strongly Neither Agree Strongly


Disagree Disagree Nor Disagree Agree Agree
(1) (2) (3) (4) (5)

14. Nurses listening to me is a part of showing that they care. This happens
when I am a patient in this hospital.

Strongly Neither Agree Strongly


Disagree Disagree Nor Disagree Agree Agree
(1) (2) (3) (4) (5)

15. The nurse shows compassion for what I am experiencing as a patient. This
happens when I am a patient in this hospital.

Strongly Neither Agree Strongly


Disagree Disagree Nor Disagree Agree Agree
(1) (2) (3) (4) (5)

The Relational Caring Questionnaire (Patient Form) is copyrighted. Please contact Marilyn Ray or
Marian Turkel to formally request use of the questionnaire. Permission will be granted as long as no
changes are made to the questionnaire. Changes may be made to demographic information or
directions. Questionnaire may be translated into another language.

Marilyn Ray RN, PhD Marian Turkel RN, PhD


Professor Emeritus Director Professional Nursing
Florida Atlantic University PracticeDQG5HVHDUFK
Christine E. Lynn Einstein +HDOWKFDUH1HWZRUN
College of Nursing 5501 Old York Road
8487 Via D’Oro Levy 2 – Nursing Administration
Boca Raton, FL 33431 Philadelphia, PA 19141
561-470-8109 312-203-3944 (cell)
marilyndeeray@comcast.net 215-456-1832 (work)
turkelm@einstein.edu

2012, Vol. 16, No. 2 49

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